MondegarAI
VICTORY CAPITAL MANAGEMENT INC

Q3 2024 · 13F-HR

VICTORY CAPITAL MANAGEMENT INCholdings as filed

Filed 2024-11-05 · accession 0001040188-24-000051

$103.81B
Reported value
2,481
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2481

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$2.60B2.51%11,160,676CommonSOLE
594918104MSFTMICROSOFT CORP$2.47B2.38%5,735,972CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.41B2.32%19,870,041CommonSOLE
30303M102METAMETA PLATFORMS INC$1.31B1.26%2,282,427CommonSOLE
023135106AMZNAMAZON COM INC$1.28B1.23%6,851,511CommonSOLE
02079K107GOOGALPHABET INC$902.0M0.87%5,394,874CommonSOLE
11135F101AVGOBROADCOM INC$887.9M0.86%5,147,443CommonSOLE
92647N527UITBVICTORY PORTFOLIOS II$876.5M0.84%18,286,734CommonSOLE
87612E106TGTTARGET CORP$673.7M0.65%4,322,648CommonSOLE
018802108LNTALLIANT ENERGY CORP$667.0M0.64%10,990,434CommonSOLE
912008109USFDUS FOODS HLDG CORP$632.0M0.61%10,276,623CommonSOLE
532457108LLYELI LILLY & CO$617.8M0.60%697,335CommonSOLE
02079K305GOOGLALPHABET INC$606.4M0.58%3,656,205CommonSOLE
637417106NNNNNN REIT INC$595.7M0.57%12,284,444CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$589.7M0.57%2,002,167CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$574.4M0.55%2,724,210CommonSOLE
228368106CCKCROWN HLDGS INC$544.3M0.52%5,676,902CommonSOLE
88160R101TSLATESLA INC$539.6M0.52%2,062,552CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$537.8M0.52%3,464,356CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$531.1M0.51%6,439,358CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$529.1M0.51%4,499,188CommonSOLE
778296103ROSTROSS STORES INC$517.8M0.50%3,440,272CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$514.9M0.50%14,243,073CommonSOLE
133131102CPTCAMDEN PPTY TR$509.4M0.49%4,123,729CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$496.1M0.48%7,994,433CommonSOLE
883203101TXTTEXTRON INC$494.0M0.48%5,576,323CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$479.6M0.46%6,674,429CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$460.9M0.44%3,450,056CommonSOLE
695156109PKGPACKAGING CORP AMER$459.2M0.44%2,131,947CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$458.2M0.44%3,404,379CommonSOLE
099724106BWABORGWARNER INC$444.8M0.43%12,257,505CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$443.9M0.43%6,159,749CommonSOLE
302941109FCNFTI CONSULTING INC$438.9M0.42%1,928,922CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$438.1M0.42%2,687,928CommonSOLE
216648501COOCOOPER COS INC$435.9M0.42%3,950,119CommonSOLE
351858105FNVFRANCO NEV CORP$433.5M0.42%3,489,240CommonSOLE
478160104JNJJOHNSON & JOHNSON$431.2M0.42%2,660,488CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$430.6M0.41%3,625,848CommonSOLE
960413102WLKWESTLAKE CORPORATION$411.8M0.40%2,739,779CommonSOLE
127097103CTRACOTERRA ENERGY INC$406.3M0.39%16,963,084CommonSOLE
596278101MIDDMIDDLEBY CORP$403.9M0.39%2,903,182CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$403.2M0.39%7,473,618CommonSOLE
436440101HO1HOLOGIC INC$398.6M0.38%4,893,193CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$390.1M0.38%9,971,343CommonSOLE
680223104ORIOLD REP INTL CORP$388.8M0.37%10,975,461CommonSOLE
00287Y109ABBVABBVIE INC$384.8M0.37%1,948,799CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$383.8M0.37%1,036,528CommonSOLE
278642103EBAYEBAY INC.$381.1M0.37%5,853,604CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$378.2M0.36%2,194,894CommonSOLE
64110L106NFLXNETFLIX INC$376.6M0.36%530,963CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$374.0M0.36%10,333,597CommonSOLE
G4705A100ICLRICON PLC$367.1M0.35%1,277,810CommonSOLE
749685103RPMRPM INTL INC$366.5M0.35%3,029,039CommonSOLE
125269100CFCF INDS HLDGS INC$359.4M0.35%4,188,648CommonSOLE
98389B100XELXCEL ENERGY INC$358.4M0.35%5,488,784CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$358.3M0.35%404,181CommonSOLE
17275R102CSCOCISCO SYS INC$358.2M0.35%6,730,640CommonSOLE
713448108PEPPEPSICO INC$357.1M0.34%2,099,819CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$356.9M0.34%793,742CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$353.7M0.34%604,951CommonSOLE
30231G102XOMEXXON MOBIL CORP$350.2M0.34%2,987,513CommonSOLE
001084102AGCOAGCO CORP$345.2M0.33%3,527,225CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$344.9M0.33%3,416,627CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$343.4M0.33%3,181,526CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$343.4M0.33%3,152,551CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$340.9M0.33%2,295,817CommonSOLE
896239100TRMBTRIMBLE INC$337.9M0.33%5,442,653CommonSOLE
92826C839VVISA INC$337.8M0.33%1,228,677CommonSOLE
58933Y105MRKMERCK & CO INC$337.7M0.33%2,973,364CommonSOLE
038336103ATRAPTARGROUP INC$337.5M0.33%2,106,885CommonSOLE
55306N104MKSIMKS INSTRS INC$331.9M0.32%3,053,027CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$331.7M0.32%4,649,670CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$329.8M0.32%4,097,926CommonSOLE
G3922B107GGENPACT LIMITED$327.1M0.32%8,341,647CommonSOLE
747525103QCOMQUALCOMM INC$320.8M0.31%1,886,214CommonSOLE
053611109AVYAVERY DENNISON CORP$312.8M0.30%1,416,798CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$310.1M0.30%5,871,556CommonSOLE
682189105ONON SEMICONDUCTOR CORP$304.5M0.29%4,193,934CommonSOLE
515098101LSTRLANDSTAR SYS INC$304.1M0.29%1,610,365CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$300.8M0.29%1,813,235CommonSOLE
L44385109GLOBGLOBANT S A$299.2M0.29%1,509,853CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$298.7M0.29%20,318,486CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$296.7M0.29%4,035,371CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$292.7M0.28%1,216,094CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$292.4M0.28%2,245,435CommonSOLE
37940X102GPNGLOBAL PMTS INC$292.2M0.28%2,852,629CommonSOLE
89400J107TRUTRANSUNION$282.5M0.27%2,698,250CommonSOLE
46434G103IEMGISHARES INC$278.2M0.27%4,846,304CommonSOLE
G6095L109APTIV PLC$263.4M0.25%3,658,423CommonSOLE
437076102HDHOME DEPOT INC$262.1M0.25%646,820CommonSOLE
742718109PGPROCTER AND GAMBLE CO$261.3M0.25%1,508,410CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$256.9M0.25%2,475,066CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$255.4M0.25%517,199CommonSOLE
149123101CATCATERPILLAR INC$254.4M0.25%650,481CommonSOLE
718172109PMPHILIP MORRIS INTL INC$247.7M0.24%2,040,487CommonSOLE
00724F101ADBEADOBE INC$240.9M0.23%465,283CommonSOLE
751212101RLRALPH LAUREN CORP$236.5M0.23%1,219,825CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$232.1M0.22%2,388,037CommonSOLE
031162100AMGNAMGEN INC$231.0M0.22%716,917CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$230.5M0.22%465,568CommonSOLE
038222105AMATAPPLIED MATLS INC$230.2M0.22%1,139,114CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$230.0M0.22%1,402,014CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$224.5M0.22%457,024CommonSOLE
02209S103MOALTRIA GROUP INC$224.3M0.22%4,394,886CommonSOLE
166764100CVXCHEVRON CORP NEW$223.1M0.21%1,514,594CommonSOLE
92647X863UBNDVICTORY PORTFOLIOS II$222.2M0.21%9,988,001CommonSOLE
98419M100XYLXYLEM INC$219.7M0.21%1,627,279CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$216.2M0.21%5,785,140CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$215.9M0.21%1,315,223CommonSOLE
375558103GILDGILEAD SCIENCES INC$214.8M0.21%2,561,612CommonSOLE
882508104TXNTEXAS INSTRS INC$213.9M0.21%1,035,627CommonSOLE
92647N535USTBVICTORY PORTFOLIOS II$211.5M0.20%4,162,865CommonSOLE
92647N550UIVMVICTORY PORTFOLIOS II$211.1M0.20%4,209,744CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$210.8M0.20%1,097,965CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$210.3M0.20%1,438,137CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$209.7M0.20%1,416,899CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$207.5M0.20%450,819CommonSOLE
931142103WMTWALMART INC$205.8M0.20%2,548,782CommonSOLE
Y2573F102FLEXFLEX LTD$201.1M0.19%6,014,937CommonSOLE
20030N101CMCSACOMCAST CORP NEW$200.4M0.19%4,796,846CommonSOLE
92647P126MODLVICTORY PORTFOLIOS II$200.2M0.19%5,084,678CommonSOLE
988498101YUMYUM BRANDS INC$199.9M0.19%1,431,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$197.9M0.19%858,535CommonSOLE
81762P102NOWSERVICENOW INC$195.6M0.19%218,685CommonSOLE
872590104TMUST-MOBILE US INC$193.4M0.19%937,085CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$193.2M0.19%45,864CommonSOLE
760759100RSGREPUBLIC SVCS INC$185.8M0.18%925,229CommonSOLE
461202103INTUINTUIT$183.2M0.18%295,050CommonSOLE
G54950103LINLINDE PLC$181.4M0.17%380,465CommonSOLE
53566V106LINELINEAGE INC$176.8M0.17%2,255,555CommonSOLE
G5960L103MDTMEDTRONIC PLC$176.3M0.17%1,958,421CommonSOLE
125523100CITHE CIGNA GROUP$171.6M0.17%495,403CommonSOLE
902788108UMBFUMB FINL CORP$171.1M0.16%1,627,567CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$167.3M0.16%2,655,927CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$164.7M0.16%2,495,766CommonSOLE
92647N543UEVMVICTORY PORTFOLIOS II$162.3M0.16%3,257,317CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$162.0M0.16%876,234CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$161.4M0.16%472,297CommonSOLE
93148P102WDWALKER & DUNLOP INC$160.8M0.15%1,415,479CommonSOLE
743315103PGRPROGRESSIVE CORP$156.4M0.15%616,416CommonSOLE
19247A100CNSCOHEN & STEERS INC$154.4M0.15%1,609,306CommonSOLE
040413106ANETEURARISTA NETWORKS INC$154.2M0.15%401,841CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$153.4M0.15%2,965,322CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$151.4M0.15%2,498,205CommonSOLE
922908363VOOVANGUARD INDEX FDS$150.7M0.15%285,592CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$149.5M0.14%2,951,389CommonSOLE
451107106IDAIDACORP INC$149.2M0.14%1,447,637CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$149.1M0.14%2,067,908CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$148.3M0.14%3,997,311CommonSOLE
745867101PHMPULTE GROUP INC$147.2M0.14%1,025,276CommonSOLE
548661107LOWLOWES COS INC$145.3M0.14%536,533CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$145.2M0.14%1,259,244CommonSOLE
97650W108WTFCWINTRUST FINL CORP$145.0M0.14%1,335,639CommonSOLE
443320106HUBGHUB GROUP INC$144.5M0.14%3,178,803CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$144.4M0.14%310,414CommonSOLE
060505104BACBANK AMERICA CORP$143.9M0.14%3,627,375CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$143.9M0.14%637,324CommonSOLE
20825C104COPCONOCOPHILLIPS$143.5M0.14%1,363,161CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$142.8M0.14%1,003,932CommonSOLE
92839U206VCVISTEON CORP$140.9M0.14%1,479,711CommonSOLE
88339J105TTDTHE TRADE DESK INC$140.8M0.14%1,284,066CommonSOLE
68389X105ORCLORACLE CORP$140.3M0.14%823,546CommonSOLE
92647X855UCRDVICTORY PORTFOLIOS II$139.7M0.13%6,376,018CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$139.1M0.13%10,203,819CommonSOLE
79466L302CRMSALESFORCE INC$138.3M0.13%505,175CommonSOLE
92647N576ULVMVICTORY PORTFOLIOS II$137.3M0.13%1,698,015CommonSOLE
464287473IWSISHARES TR$137.1M0.13%1,036,700CommonSOLE
26875P101EOGEOG RES INC$136.9M0.13%1,113,429CommonSOLE
576485205MTDRMATADOR RES CO$136.0M0.13%2,752,102CommonSOLE
537008104LFUSLITTELFUSE INC$135.7M0.13%511,623CommonSOLE
025816109AXPAMERICAN EXPRESS CO$135.7M0.13%500,311CommonSOLE
443510607HUBBHUBBELL INC$135.6M0.13%316,641CommonSOLE
032654105ADIANALOG DEVICES INC$135.6M0.13%589,182CommonSOLE
950755108WERNWERNER ENTERPRISES INC$135.6M0.13%3,514,066CommonSOLE
191216100KOCOCA COLA CO$134.8M0.13%1,876,219CommonSOLE
680033107ONBOLD NATL BANCORP IND$134.8M0.13%7,225,093CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$133.0M0.13%227,481CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$132.9M0.13%375,945CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$130.1M0.13%5,325,686CommonSOLE
904708104UNFUNIFIRST CORP MASS$130.0M0.13%654,495CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$129.1M0.12%749,104CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$129.0M0.12%4,401,362CommonSOLE
75970E107RNSTRENASANT CORP$128.5M0.12%3,955,366CommonSOLE
58155Q103MCKMCKESSON CORP$128.3M0.12%259,397CommonSOLE
172967424CCITIGROUP INC$127.2M0.12%2,032,679CommonSOLE
78409V104SPGIS&P GLOBAL INC$127.1M0.12%246,055CommonSOLE
580135101MCDMCDONALDS CORP$126.4M0.12%414,972CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$123.9M0.12%2,745,789CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$123.8M0.12%4,080,153CommonSOLE
609207105MDLZMONDELEZ INTL INC$122.3M0.12%1,660,708CommonSOLE
577081102MATMATTEL INC$121.7M0.12%6,389,751CommonSOLE
359694106FULFULLER H B CO$121.6M0.12%1,532,084CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$121.6M0.12%3,244,562CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$121.6M0.12%467,636CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$120.6M0.12%1,538,588CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$119.8M0.12%2,846,741CommonSOLE
201723103CMCCOMMERCIAL METALS CO$119.6M0.12%2,176,959CommonSOLE
91913Y100VLOVALERO ENERGY CORP$119.6M0.12%885,640CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$119.3M0.11%3,695,999CommonSOLE
410867105THGHANOVER INS GROUP INC$118.7M0.11%801,282CommonSOLE
117043109BCBRUNSWICK CORP$118.6M0.11%1,414,490CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$118.5M0.11%769,157CommonSOLE
45104G104IBNICICI BANK LIMITED$118.1M0.11%3,955,671CommonSOLE
N72482149QIAGEN NV$117.3M0.11%2,574,705CommonSOLE
86614U1007SUSUMMIT MATLS INC$117.2M0.11%3,004,085CommonSOLE
03076C106AMPAMERIPRISE FINL INC$116.6M0.11%248,192CommonSOLE
369550108GDGENERAL DYNAMICS CORP$115.6M0.11%382,449CommonSOLE
171779309CIENCIENA CORP$115.3M0.11%1,871,327CommonSOLE
74340W103PLDPROLOGIS INC.$114.6M0.11%907,563CommonSOLE
55277P104MGEEMGE ENERGY INC$114.4M0.11%1,250,930CommonSOLE
871607107SNPSSYNOPSYS INC$114.4M0.11%225,834CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$112.5M0.11%1,434,545CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$112.4M0.11%137,673CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$112.0M0.11%1,136,691CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$111.9M0.11%404,447CommonSOLE
827048109SLGNSILGAN HLDGS INC$111.9M0.11%2,130,496CommonSOLE
254543101DIODDIODES INC$111.8M0.11%1,744,135CommonSOLE
482480100KLACKLA CORP$111.6M0.11%144,087CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$111.0M0.11%1,394,491CommonSOLE
G29183103ETNEATON CORP PLC$110.9M0.11%334,528CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$110.8M0.11%408,655CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$109.5M0.11%564,895CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$109.4M0.11%720,585CommonSOLE
92647X848VICTORY PORTFOLIOS II$109.1M0.11%3,680,432CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$108.6M0.10%175,587CommonSOLE
949746101WMT2WELLS FARGO CO NEW$108.4M0.10%1,919,144CommonSOLE
438516106HONHONEYWELL INTL INC$107.6M0.10%520,626CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$107.2M0.10%47,927,000CommonNONE
14149Y108CAHCARDINAL HEALTH INC$107.2M0.10%969,521CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$106.6M0.10%1,863,241CommonSOLE
693718108PCARPACCAR INC$106.6M0.10%1,079,966CommonSOLE
92840M102VSTVISTRA CORP$106.0M0.10%893,952CommonSOLE
036752103ELVELEVANCE HEALTH INC$105.6M0.10%203,042CommonSOLE
456788108INFYINFOSYS LTD$105.6M0.10%4,739,830CommonSOLE
34959E109FTNTFORTINET INC$105.4M0.10%1,359,197CommonSOLE
872540109TJXTJX COS INC NEW$104.9M0.10%892,459CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$104.2M0.10%90,513CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$103.9M0.10%2,313,760CommonSOLE
374689107ROCKGIBRALTAR INDS INC$103.6M0.10%1,481,674CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$102.9M0.10%2,061,979CommonSOLE
G3223R108EGEVEREST GROUP LTD$102.8M0.10%262,402CommonSOLE
45768S105IOSPINNOSPEC INC$102.7M0.10%908,032CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$102.4M0.10%2,209,028CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$101.6M0.10%96,609CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$101.2M0.10%2,287,130CommonSOLE
717081103PFEPFIZER INC$100.9M0.10%3,486,672CommonSOLE
74762E102QUREQUANTA SVCS INC$100.9M0.10%338,386CommonSOLE
50050N103KTBKONTOOR BRANDS INC$100.6M0.10%1,230,416CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$100.1M0.10%6,737,959CommonSOLE
855244109SBUXSTARBUCKS CORP$99.6M0.10%1,021,899CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$99.3M0.10%1,320,577CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$98.7M0.10%751,874CommonSOLE
775133101ROGROGERS CORP$98.4M0.09%870,456CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$97.9M0.09%4,370,626CommonSOLE
92647N568USVMVICTORY PORTFOLIOS II$97.8M0.09%1,149,438CommonSOLE
30161N101EXCEXELON CORP$97.3M0.09%2,399,472CommonSOLE
511656100LKFNLAKELAND FINL CORP$96.7M0.09%1,485,104CommonSOLE
75513E101RTXRTX CORPORATION$96.4M0.09%795,737CommonSOLE
31428X106FDXFEDEX CORP$95.5M0.09%348,971CommonSOLE
92343X100VTYVERINT SYS INC$94.8M0.09%3,743,915CommonSOLE
052769106ADSKAUTODESK INC$93.8M0.09%340,457CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$93.4M0.09%2,060,291CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$93.2M0.09%1,139,499CommonSOLE
H1467J104CBCHUBB LIMITED$92.9M0.09%322,220CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$92.8M0.09%72,916CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$92.4M0.09%99,993CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$92.4M0.09%2,942,422CommonSOLE
690742101OCOWENS CORNING NEW$92.3M0.09%523,001CommonSOLE
464287432TLTISHARES TR$91.7M0.09%934,401CommonSOLE
009066101ABNBAIRBNB INC$90.8M0.09%716,230CommonSOLE
423452101HPHELMERICH & PAYNE INC$90.6M0.09%2,979,100CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$90.5M0.09%70,582CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$90.2M0.09%878,901CommonSOLE
922908553VNQVANGUARD INDEX FDS$90.2M0.09%925,603CommonSOLE
464287440IEFISHARES TR$90.0M0.09%917,044CommonSOLE
65290E101NXTNEXTRACKER INC$88.7M0.09%2,367,636CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$88.5M0.09%87,794,000CommonNONE
595112103MUMICRON TECHNOLOGY INC$88.2M0.08%850,470CommonSOLE
754907103RYNRAYONIER INC$87.8M0.08%2,727,910CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$87.1M0.08%88,871,000CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$86.7M0.08%1,168,294CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$86.5M0.08%90,696,000CommonNONE
192576106COHUCOHU INC$86.3M0.08%3,358,288CommonSOLE
577933104MMSMAXIMUS INC$86.0M0.08%922,612CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$85.6M0.08%892,880CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$85.1M0.08%624,064CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$84.9M0.08%383,932CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$84.5M0.08%407,968CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$84.5M0.08%1,242,138CommonNONE
46434V456IQLTISHARES TR$83.8M0.08%2,018,660CommonSOLE
526107107LIILENNOX INTL INC$83.2M0.08%137,641CommonSOLE
78709Y105SAIASAIA INC$82.5M0.08%188,694CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$82.5M0.08%84,143,000CommonNONE
718546104PSXPHILLIPS 66$82.2M0.08%625,290CommonSOLE
704326107PAYXPAYCHEX INC$82.0M0.08%610,847CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$81.6M0.08%627,886CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$81.4M0.08%89,850,000CommonNONE
00206R102TAT&T INC$81.2M0.08%3,691,648CommonSOLE
247361702DALDELTA AIR LINES INC DEL$81.0M0.08%1,595,203CommonSOLE
184496107CLHCLEAN HARBORS INC$80.9M0.08%334,885CommonSOLE
68235P108OGSONE GAS INC$80.9M0.08%1,087,445CommonSOLE
629377508NRGNRG ENERGY INC$80.9M0.08%888,117CommonSOLE
92647N840CILUSDVICTORY PORTFOLIOS II$80.5M0.08%1,771,303CommonSOLE
489170100KMTKENNAMETAL INC$80.0M0.08%3,086,923CommonSOLE
4315711089HIHILLENBRAND INC$79.9M0.08%2,873,289CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$79.6M0.08%2,389,979CommonSOLE
580589109MGRCMCGRATH RENTCORP$79.5M0.08%755,570CommonSOLE
06652V208BANRBANNER CORP$79.1M0.08%1,328,616CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$79.0M0.08%1,023,537CommonSOLE
421298100HAYWHAYWARD HLDGS INC$78.6M0.08%5,123,240CommonSOLE
526057104LENLENNAR CORP$78.5M0.08%418,645CommonSOLE
172908105CTASCINTAS CORP$78.3M0.08%380,478CommonSOLE
624756102MLIMUELLER INDS INC$78.2M0.08%1,055,985CommonSOLE
56585A102MPCMARATHON PETE CORP$78.0M0.08%478,876CommonSOLE
626755102MUSAMURPHY USA INC$77.6M0.07%157,402CommonSOLE
574599106MASMASCO CORP$77.4M0.07%922,566CommonSOLE
458140100INTCINTEL CORP$76.6M0.07%3,264,530CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$76.2M0.07%71,968,000CommonNONE
889478103TOLTOLL BROTHERS INC$76.2M0.07%493,216CommonSOLE
303250104FICOFAIR ISAAC CORP$76.1M0.07%39,141CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$75.7M0.07%1,080,529CommonSOLE
126650100CVSCVS HEALTH CORP$75.6M0.07%1,202,325CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$75.6M0.07%2,106,834CommonSOLE
012348108AINALBANY INTL CORP$75.3M0.07%847,829CommonSOLE
651639106NEMNEWMONT CORP$75.3M0.07%1,408,419CommonSOLE
918204108VFCV F CORP$75.2M0.07%3,767,600CommonSOLE
00773T101ASIXADVANSIX INC$75.0M0.07%2,469,713CommonSOLE
50189K103LCIILCI INDS$74.9M0.07%621,218CommonSOLE
011311107ALGALAMO GROUP INC$74.8M0.07%415,424CommonSOLE
64110D104NTAPNETAPP INC$74.7M0.07%605,004CommonSOLE
701094104PHPARKER-HANNIFIN CORP$74.6M0.07%118,067CommonSOLE
00191U102EFORASGN INC$74.3M0.07%796,609CommonSOLE
29364G103ETRENTERGY CORP NEW$73.8M0.07%560,612CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$73.7M0.07%985,673CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$73.7M0.07%189,504CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$73.6M0.07%953,775CommonSOLE
835495102SONSONOCO PRODS CO$73.5M0.07%1,344,531CommonSOLE
565849106MRO*MARATHON OIL CORP$73.2M0.07%2,750,169CommonSOLE
92552R406PRSUVIAD CORP$73.2M0.07%2,042,265CommonSOLE
30040P103EVTCEVERTEC INC$72.8M0.07%2,146,829CommonSOLE
464287226AGGISHARES TR$72.6M0.07%717,303CommonSOLE
464286509EWCISHARES INC$72.2M0.07%1,739,900CommonSOLE
552848103MTGMGIC INVT CORP WIS$72.1M0.07%2,814,917CommonSOLE
45168D104IDXXIDEXX LABS INC$72.1M0.07%142,628CommonSOLE
46434V449IMTMISHARES TR$72.0M0.07%1,784,114CommonSOLE
78463V107GLDSPDR GOLD TR$72.0M0.07%296,243CommonSOLE
693656100PVHPVH CORPORATION$71.8M0.07%712,403CommonSOLE
573075108MRTNMARTEN TRANS LTD$71.7M0.07%4,048,367CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$71.6M0.07%255,194CommonSOLE
30034W106EVRGEVERGY INC$71.5M0.07%1,152,923CommonSOLE
35905A109FTDRFRONTDOOR INC$71.4M0.07%1,487,510CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$71.2M0.07%685,347CommonSOLE
46434G764EMXCISHARES INC$71.0M0.07%1,162,072CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$70.7M0.07%2,476,577CommonSOLE
86333M108LRNSTRIDE INC$70.6M0.07%827,505CommonSOLE
91529Y106UNMUNUM GROUP$70.5M0.07%1,186,262CommonSOLE
231021106CMICUMMINS INC$70.5M0.07%217,689CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$70.1M0.07%1,534,667CommonSOLE
032095101APHAMPHENOL CORP NEW$69.9M0.07%1,072,802CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$69.6M0.07%562,228CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$69.4M0.07%532,558CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$68.6M0.07%348,276CommonSOLE
40434L105HPQHP INC$68.5M0.07%1,909,221CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$68.4M0.07%1,072,692CommonSOLE
224441105CXTCRANE NXT CO$68.4M0.07%1,218,761CommonSOLE
002824100ABTABBOTT LABS$68.2M0.07%598,465CommonSOLE
501044101KRKROGER CO$67.7M0.07%1,182,256CommonSOLE
44925C103ICFIICF INTL INC$67.6M0.07%405,401CommonSOLE
65339F101NEENEXTERA ENERGY INC$67.6M0.07%799,862CommonSOLE
126408103CSXCSX CORP$67.6M0.07%1,957,688CommonSOLE
30226D106EXTREXTREME NETWORKS$67.1M0.06%4,466,031CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$66.9M0.06%186,819CommonSOLE
23331A109DHID R HORTON INC$66.7M0.06%349,775CommonSOLE
98978V103ZTSZOETIS INC$66.2M0.06%338,866CommonSOLE
654106103NKENIKE INC$66.2M0.06%748,386CommonSOLE
369604301GEGE AEROSPACE$65.6M0.06%347,892CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$65.6M0.06%327,161CommonSOLE
589378108MRCYMERCURY SYS INC$65.3M0.06%1,765,384CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$65.3M0.06%1,974,871CommonSOLE
842587107SOSOUTHERN CO$65.3M0.06%723,624CommonSOLE
235851102DHRDANAHER CORPORATION$64.8M0.06%232,987CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$63.6M0.06%814,731CommonSOLE
493267108KEYKEYCORP$63.5M0.06%3,788,173CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$63.4M0.06%52,204,000CommonNONE
70202LAB8PSN 0.25 08/15/25PARSONS CORP DEL$63.1M0.06%27,473,000CommonNONE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$62.9M0.06%947,223CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$62.2M0.06%90CommonSOLE
617446448MSMORGAN STANLEY$62.1M0.06%595,792CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$62.1M0.06%661,539CommonSOLE
501889208LKQLKQ CORP$62.0M0.06%1,552,916CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$61.7M0.06%682,175CommonSOLE
077454106BDCBELDEN INC$61.6M0.06%525,838CommonSOLE
483007704KALUKAISER ALUMINUM CORP$61.5M0.06%847,966CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$61.5M0.06%3,279,590CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$61.5M0.06%1,039,694CommonSOLE
783549108RRYDER SYS INC$61.3M0.06%420,564CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$61.2M0.06%57,776,000CommonNONE
15135B101CNCCENTENE CORP DEL$61.1M0.06%812,210CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$60.6M0.06%729,786CommonSOLE
693506107PPGPPG INDS INC$60.6M0.06%457,197CommonSOLE
086516101BBYBEST BUY INC$60.4M0.06%585,019CommonSOLE
65473P105NINISOURCE INC$60.4M0.06%1,741,713CommonSOLE
500643200KFYKORN FERRY$60.0M0.06%797,315CommonSOLE
00922R105ATSG*AIR TRANSPORT SERVICES GRP I$60.0M0.06%3,705,050CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$59.5M0.06%1,578,737CommonSOLE
863667101SYKSTRYKER CORPORATION$59.2M0.06%163,822CommonSOLE
670346105NUENUCOR CORP$59.1M0.06%393,328CommonSOLE
103304101BYDBOYD GAMING CORP$58.8M0.06%908,905CommonSOLE
759509102RSRELIANCE INC$58.8M0.06%203,156CommonSOLE
907818108UNPUNION PAC CORP$58.7M0.06%238,150CommonSOLE
925652109VICIVICI PPTYS INC$58.5M0.06%1,757,069CommonSOLE
497266106KEXKIRBY CORP$58.4M0.06%477,233CommonSOLE
134429109CPBCAMPBELL SOUP CO$58.3M0.06%1,192,610CommonSOLE
084423102WRBBERKLEY W R CORP$57.9M0.06%1,021,233CommonSOLE
067901108ABXBARRICK GOLD CORP$57.9M0.06%2,910,650CommonSOLE
260557103DOWDOW INC$57.8M0.06%1,058,754CommonSOLE
92647X780VICTORY PORTFOLIOS II$57.7M0.06%2,220,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$57.7M0.06%220,262CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$57.6M0.06%374,557CommonSOLE
254687106DISDISNEY WALT CO$56.9M0.05%591,518CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$56.8M0.05%1,321,436CommonSOLE
691497309OXMOXFORD INDS INC$56.6M0.05%652,726CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$56.4M0.05%767,818CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$56.0M0.05%2,553,137CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$55.8M0.05%1,062,752CommonSOLE
464288661IEIISHARES TR$55.7M0.05%465,638CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$55.7M0.05%1,068,293CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$55.6M0.05%931,271CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$55.3M0.05%572,019CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$55.3M0.05%4,071,816CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$55.2M0.05%753,289CommonSOLE
88579Y101MMM3M CO$55.1M0.05%403,031CommonSOLE
500754106KHCKRAFT HEINZ CO$54.9M0.05%1,564,272CommonSOLE
40412C101HCAHCA HEALTHCARE INC$54.9M0.05%135,003CommonSOLE
969457100WMBWILLIAMS COS INC$54.5M0.05%1,193,647CommonSOLE
03076K108ABCBAMERIS BANCORP$53.9M0.05%863,294CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$53.8M0.05%52,486,000CommonNONE
29084Q100EMEEMCOR GROUP INC$53.7M0.05%124,704CommonSOLE
209115104EDCONSOLIDATED EDISON INC$53.7M0.05%515,233CommonSOLE
52110M109LAZLAZARD INC$53.6M0.05%1,064,431CommonSOLE
571903202MARMARRIOTT INTL INC NEW$53.5M0.05%215,035CommonSOLE
464287630IWNISHARES TR$53.1M0.05%318,300CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$53.0M0.05%3,678,262CommonSOLE
020002101ALLALLSTATE CORP$52.9M0.05%278,753CommonSOLE
337738108FISVFISERV INC$52.7M0.05%293,547CommonSOLE
189054109CLXCLOROX CO DEL$52.7M0.05%323,612CommonSOLE
722304102PDDPDD HOLDINGS INC$52.6M0.05%390,437CommonSOLE
233331107DTEDTE ENERGY CO$52.2M0.05%406,305CommonSOLE
109696104BCOBRINKS CO$52.1M0.05%450,907CommonSOLE
923451108VBTXVERITEX HLDGS INC$52.1M0.05%1,978,219CommonSOLE
12572Q105CMECME GROUP INC$52.0M0.05%235,614CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$51.8M0.05%2,347,082CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$51.8M0.05%46,572,000CommonNONE
37045V100GMGENERAL MTRS CO$51.7M0.05%1,152,514CommonSOLE
681919106OMCOMNICOM GROUP INC$51.6M0.05%499,389CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$51.5M0.05%1,506,759CommonSOLE
919794107VLYVALLEY NATL BANCORP$51.4M0.05%5,676,685CommonSOLE
871829107SYYSYSCO CORP$51.4M0.05%658,500CommonSOLE
046224101ASTEASTEC INDS INC$51.1M0.05%1,598,735CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$50.8M0.05%1,621,593CommonSOLE
92647X822SFLOVICTORY PORTFOLIOS II$50.5M0.05%1,888,155CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$50.5M0.05%380,207CommonSOLE
447011107HUNHUNTSMAN CORP$50.5M0.05%2,087,533CommonSOLE
464287804IJRISHARES TR$50.4M0.05%431,251CommonSOLE
736508847PORPORTLAND GEN ELEC CO$50.4M0.05%1,052,923CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$50.3M0.05%1,064,487CommonSOLE
68213N109OMCLOMNICELL COM$50.1M0.05%1,148,426CommonSOLE
88033G407THCTENET HEALTHCARE CORP$49.9M0.05%300,148CommonSOLE
466313103JBLJABIL INC$49.8M0.05%415,873CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$49.8M0.05%414,662CommonSOLE
22160N109CSGPCOSTAR GROUP INC$49.6M0.05%656,936CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$49.5M0.05%89,030CommonSOLE
58733R102MELIMERCADOLIBRE INC$49.3M0.05%24,047CommonSOLE
09247X101BLKCHFBLACKROCK INC$49.3M0.05%51,950CommonSOLE
G5509L101LIVNLIVANOVA PLC$49.1M0.05%935,102CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$49.0M0.05%610,526CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$49.0M0.05%1,609,649CommonSOLE
03831W108APPAPPLOVIN CORP$48.9M0.05%374,892CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$48.9M0.05%238,452CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$48.7M0.05%245,014CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$48.6M0.05%1,122,086CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$48.6M0.05%625,615CommonSOLE
219948106CPAYCORPAY INC$48.4M0.05%154,698CommonSOLE
16115Q308GTLSCHART INDS INC$48.3M0.05%388,736CommonSOLE
833445109SNOWSNOWFLAKE INC$48.3M0.05%420,088CommonSOLE
147528103CASYCASEYS GEN STORES INC$47.8M0.05%127,262CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$47.7M0.05%3,514,726CommonSOLE
458334109IPARINTER PARFUMS INC$47.1M0.05%363,567CommonSOLE
892672106TWTRADEWEB MKTS INC$47.0M0.05%380,060CommonSOLE
830879102SKYWSKYWEST INC$46.8M0.05%550,138CommonSOLE
337932107FEFIRSTENERGY CORP$46.7M0.04%1,052,235CommonSOLE
682680103OKEONEOK INC NEW$46.6M0.04%510,893CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$46.6M0.04%645,510CommonSOLE
95040Q104WELLWELLTOWER INC$46.5M0.04%363,378CommonSOLE
343412102FLRFLUOR CORP NEW$46.5M0.04%974,675CommonSOLE
84857L101SRSPIRE INC$46.2M0.04%687,225CommonSOLE
833034101SNASNAP ON INC$46.0M0.04%158,777CommonSOLE
03073E105CORCENCORA INC$45.9M0.04%204,080CommonSOLE
904311206UAUNDER ARMOUR INC$45.9M0.04%5,484,711CommonSOLE
45073V108ITTITT INC$45.8M0.04%306,516CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.