MondegarAI
VICTORY CAPITAL MANAGEMENT INC

Q4 2024 · 13F-HR

VICTORY CAPITAL MANAGEMENT INCholdings as filed

Filed 2025-02-06 · accession 0001040188-25-000021

$101.73B
Reported value
2,469
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2469

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$2.87B2.82%11,476,304CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.68B2.63%19,934,635CommonSOLE
594918104MSFTMICROSOFT CORP$2.42B2.38%5,752,618CommonSOLE
023135106AMZNAMAZON COM INC$1.57B1.55%7,170,023CommonSOLE
30303M102METAMETA PLATFORMS INC$1.21B1.19%2,075,093CommonSOLE
02079K107GOOGALPHABET INC$1.06B1.04%5,548,002CommonSOLE
11135F101AVGOBROADCOM INC$986.5M0.97%4,255,125CommonSOLE
88160R101TSLATESLA INC$842.4M0.83%2,085,957CommonSOLE
92647N527UITBVICTORY PORTFOLIOS II$840.9M0.83%18,295,671CommonSOLE
912008109USFDUS FOODS HLDG CORP$679.5M0.67%10,072,400CommonSOLE
02079K305GOOGLALPHABET INC$674.3M0.66%3,562,275CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$643.4M0.63%2,683,987CommonSOLE
018802108LNTALLIANT ENERGY CORP$639.1M0.63%10,806,268CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$617.1M0.61%1,969,936CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$576.4M0.57%14,050,573CommonSOLE
778296103ROSTROSS STORES INC$541.9M0.53%3,582,472CommonSOLE
532457108LLYELI LILLY & CO$523.1M0.51%677,588CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$514.4M0.51%4,701,675CommonSOLE
133131102CPTCAMDEN PPTY TR$510.7M0.50%4,400,846CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$506.9M0.50%3,359,986CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$493.7M0.49%2,649,592CommonSOLE
228368106CCKCROWN HLDGS INC$477.9M0.47%5,779,691CommonSOLE
637417106NNNNNN REIT INC$477.9M0.47%11,698,576CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$472.7M0.46%5,290,954CommonSOLE
64110L106NFLXNETFLIX INC$461.5M0.45%517,776CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$458.8M0.45%3,350,317CommonSOLE
127097103CTRACOTERRA ENERGY INC$454.8M0.45%17,808,693CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$454.4M0.45%8,093,184CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$451.7M0.44%5,994,551CommonSOLE
30231G102XOMEXXON MOBIL CORP$431.7M0.42%4,013,510CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$423.3M0.42%7,980,109CommonSOLE
G3922B107GGENPACT LIMITED$423.2M0.42%9,853,437CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$417.5M0.41%3,429,076CommonSOLE
216648501COOCOOPER COS INC$416.0M0.41%4,525,018CommonSOLE
17275R102CSCOCISCO SYS INC$411.0M0.40%6,942,592CommonSOLE
351858105FNVFRANCO NEV CORP$402.5M0.40%3,423,240CommonSOLE
896239100TRMBTRIMBLE INC$400.3M0.39%5,665,332CommonSOLE
87612E106TGTTARGET CORP$395.4M0.39%2,925,254CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$395.2M0.39%3,174,395CommonSOLE
099724106BWABORGWARNER INC$387.6M0.38%12,193,122CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$387.4M0.38%11,321,994CommonSOLE
125269100CFCF INDS HLDGS INC$382.9M0.38%4,487,821CommonSOLE
960413102WLKWESTLAKE CORPORATION$379.9M0.37%3,313,847CommonSOLE
596278101MIDDMIDDLEBY CORP$379.7M0.37%2,803,279CommonSOLE
92826C839VVISA INC$375.5M0.37%1,188,153CommonSOLE
883203101TXTTEXTRON INC$370.6M0.36%4,844,843CommonSOLE
278642103EBAYEBAY INC.$367.8M0.36%5,936,508CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$363.0M0.36%1,781,231CommonSOLE
680223104ORIOLD REP INTL CORP$362.9M0.36%10,027,922CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$361.1M0.35%2,115,645CommonSOLE
749685103RPMRPM INTL INC$359.3M0.35%2,919,474CommonSOLE
478160104JNJJOHNSON & JOHNSON$359.2M0.35%2,483,527CommonSOLE
695156109PKGPACKAGING CORP AMER$358.8M0.35%1,593,721CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$358.6M0.35%928,517CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$355.1M0.35%21,825,092CommonSOLE
436440101HO1HOLOGIC INC$354.5M0.35%4,917,551CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$349.3M0.34%3,651,542CommonSOLE
L44385109GLOBGLOBANT S A$344.4M0.34%1,606,110CommonSOLE
98389B100XELXCEL ENERGY INC$344.1M0.34%5,095,929CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$341.1M0.34%372,227CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$337.7M0.33%2,176,963CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$336.5M0.33%2,975,179CommonSOLE
00287Y109ABBVABBVIE INC$334.9M0.33%1,884,871CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$334.9M0.33%2,864,456CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$334.0M0.33%10,203,812CommonSOLE
58933Y105MRKMERCK & CO INC$332.8M0.33%3,345,122CommonSOLE
682189105ONON SEMICONDUCTOR CORP$332.5M0.33%5,273,394CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$330.6M0.32%3,910,406CommonSOLE
713448108PEPPEPSICO INC$324.5M0.32%2,133,762CommonSOLE
55306N104MKSIMKS INSTRS INC$322.4M0.32%3,088,283CommonSOLE
001084102AGCOAGCO CORP$320.3M0.31%3,426,674CommonSOLE
747525103QCOMQUALCOMM INC$320.1M0.31%2,083,403CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$317.5M0.31%627,739CommonSOLE
038336103ATRAPTARGROUP INC$309.7M0.30%1,971,672CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$308.4M0.30%4,630,189CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$295.8M0.29%5,491,092CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$289.5M0.28%2,155,325CommonSOLE
375558103GILDGILEAD SCIENCES INC$281.9M0.28%3,051,567CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$280.2M0.28%5,859,085CommonSOLE
515098101LSTRLANDSTAR SYS INC$278.7M0.27%1,621,511CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$276.8M0.27%525,676CommonSOLE
98419M100XYLXYLEM INC$269.9M0.27%2,326,024CommonSOLE
302941109FCNFTI CONSULTING INC$266.9M0.26%1,396,258CommonSOLE
92647N535USTBVICTORY PORTFOLIOS II$257.1M0.25%5,122,240CommonSOLE
742718109PGPROCTER AND GAMBLE CO$254.4M0.25%1,517,274CommonSOLE
89400J107TRUTRANSUNION$252.9M0.25%2,728,000CommonSOLE
053611109AVYAVERY DENNISON CORP$252.6M0.25%1,349,871CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$249.5M0.25%3,655,080CommonSOLE
437076102HDHOME DEPOT INC$247.9M0.24%637,238CommonSOLE
718172109PMPHILIP MORRIS INTL INC$242.4M0.24%2,014,387CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$237.6M0.23%455,217CommonSOLE
G3265R107APTVAPTIV PLC$234.8M0.23%3,882,254CommonSOLE
02209S103MOALTRIA GROUP INC$234.7M0.23%4,488,007CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$233.4M0.23%407,673CommonSOLE
00724F101ADBEADOBE INC$232.5M0.23%522,917CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$227.8M0.22%2,334,977CommonSOLE
37940X102GPNGLOBAL PMTS INC$226.5M0.22%2,021,415CommonSOLE
751212101RLRALPH LAUREN CORP$225.2M0.22%975,048CommonSOLE
92647X863UBNDVICTORY PORTFOLIOS II$224.7M0.22%10,516,523CommonSOLE
G4705A100ICLRICON PLC$222.4M0.22%1,060,320CommonSOLE
81762P102NOWSERVICENOW INC$220.2M0.22%207,752CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$218.0M0.21%1,163,119CommonSOLE
882508104TXNTEXAS INSTRS INC$217.6M0.21%1,160,252CommonSOLE
166764100CVXCHEVRON CORP NEW$217.3M0.21%1,500,178CommonSOLE
031162100AMGNAMGEN INC$214.8M0.21%824,291CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$213.9M0.21%462,752CommonSOLE
840441109SSBUSDSOUTHSTATE CORPORATION$213.9M0.21%2,149,939CommonSOLE
Y2573F102FLEXFLEX LTD$211.9M0.21%5,518,809CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$210.0M0.21%2,309,558CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$209.1M0.21%42,083CommonSOLE
931142103WMTWALMART INC$204.9M0.20%2,268,398CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$203.1M0.20%448,005CommonSOLE
92647P126MODLVICTORY PORTFOLIOS II$198.5M0.20%4,934,858CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$194.1M0.19%2,526,313CommonSOLE
92647N550UIVMVICTORY PORTFOLIOS II$193.5M0.19%4,183,396CommonSOLE
808524755FNDFSCHWAB STRATEGIC TR$192.1M0.19%5,785,140CommonSOLE
760759100RSGREPUBLIC SVCS INC$189.3M0.19%940,950CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$187.9M0.18%760,071CommonSOLE
565394103CARTMAPLEBEAR INC$187.5M0.18%4,526,673CommonSOLE
872590104TMUST-MOBILE US INC$183.2M0.18%829,986CommonSOLE
53566V106LINELINEAGE INC$180.8M0.18%3,087,088CommonSOLE
20825C104COPCONOCOPHILLIPS$179.8M0.18%1,813,082CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$177.8M0.17%922,000CommonSOLE
26875P101EOGEOG RES INC$177.7M0.17%1,449,449CommonSOLE
20030N101CMCSACOMCAST CORP NEW$177.0M0.17%4,716,573CommonSOLE
060505104BACBANK AMERICA CORP$176.2M0.17%4,008,362CommonSOLE
040413205ANETARISTA NETWORKS INC$175.6M0.17%1,588,682CommonSOLE
149123101CATCATERPILLAR INC$175.2M0.17%482,895CommonSOLE
461202103INTUINTUIT$172.7M0.17%274,767CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$171.2M0.17%584,671CommonSOLE
79466L302CRMSALESFORCE INC$167.9M0.17%502,164CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$167.1M0.16%918,110CommonSOLE
680033107ONBOLD NATL BANCORP IND$163.9M0.16%7,551,228CommonSOLE
902788108UMBFUMB FINL CORP$163.4M0.16%1,448,194CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$162.5M0.16%2,873,938CommonSOLE
038222105AMATAPPLIED MATLS INC$162.4M0.16%998,871CommonSOLE
G54950103LINLINDE PLC$161.0M0.16%384,520CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$160.7M0.16%2,573,788CommonSOLE
88339J105TTDTHE TRADE DESK INC$158.6M0.16%1,349,865CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$156.8M0.15%2,584,155CommonSOLE
743315103PGRPROGRESSIVE CORP$156.6M0.15%653,499CommonSOLE
451107106IDAIDACORP INC$156.0M0.15%1,427,605CommonSOLE
92647N543UEVMVICTORY PORTFOLIOS II$155.5M0.15%3,298,218CommonSOLE
G5960L103MDTMEDTRONIC PLC$153.3M0.15%1,918,676CommonSOLE
922908363VOOVANGUARD INDEX FDS$153.0M0.15%283,963CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$152.1M0.15%654,288CommonSOLE
58155Q103MCKMCKESSON CORP$151.3M0.15%265,488CommonSOLE
125523100CITHE CIGNA GROUP$150.3M0.15%544,268CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$149.2M0.15%1,234,926CommonSOLE
576485205MTDRMATADOR RES CO$148.0M0.15%2,630,227CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$145.7M0.14%3,881,185CommonSOLE
91913Y100VLOVALERO ENERGY CORP$144.3M0.14%1,177,052CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$144.2M0.14%3,144,511CommonSOLE
75970E107RNSTRENASANT CORP$142.0M0.14%3,973,413CommonSOLE
172967424CCITIGROUP INC$141.0M0.14%2,003,497CommonSOLE
34959E109FTNTFORTINET INC$141.0M0.14%1,492,200CommonSOLE
68389X105ORCLORACLE CORP$140.1M0.14%840,892CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$139.6M0.14%1,098,367CommonSOLE
512807306LRCXLAM RESEARCH CORP$139.6M0.14%1,932,303CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$138.9M0.14%285,815CommonSOLE
464287473IWSISHARES TR$138.0M0.14%1,067,000CommonSOLE
93148P102WDWALKER & DUNLOP INC$137.8M0.14%1,418,008CommonSOLE
949746101WMT2WELLS FARGO CO NEW$137.5M0.14%1,957,407CommonSOLE
717081103PFEPFIZER INC$136.7M0.13%5,152,861CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$136.7M0.13%1,083,918CommonSOLE
443320106HUBGHUB GROUP INC$136.7M0.13%3,067,183CommonSOLE
92647X855UCRDVICTORY PORTFOLIOS II$136.6M0.13%6,516,018CommonSOLE
78409V104SPGIS&P GLOBAL INC$134.3M0.13%269,609CommonSOLE
548661107LOWLOWES COS INC$133.1M0.13%539,424CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$132.2M0.13%2,734,615CommonSOLE
025816109AXPAMERICAN EXPRESS CO$130.3M0.13%439,191CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$129.8M0.13%1,662,668CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$129.0M0.13%1,705,410CommonSOLE
443510607HUBBHUBBELL INC$128.8M0.13%307,490CommonSOLE
G29183103ETNEATON CORP PLC$127.2M0.13%383,376CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$125.9M0.12%960,639CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$124.9M0.12%908,096CommonSOLE
950755108WERNWERNER ENTERPRISES INC$124.6M0.12%3,467,974CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$123.6M0.12%754,217CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$122.9M0.12%305,146CommonSOLE
92647N576ULVMVICTORY PORTFOLIOS II$122.8M0.12%1,527,121CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$121.2M0.12%2,110,853CommonSOLE
745867101PHMPULTE GROUP INC$121.2M0.12%1,112,782CommonSOLE
537008104LFUSLITTELFUSE INC$121.0M0.12%513,679CommonSOLE
410867105THGHANOVER INS GROUP INC$120.7M0.12%780,559CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$120.3M0.12%45,572,000CommonNONE
201723103CMCCOMMERCIAL METALS CO$120.2M0.12%2,422,427CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$120.1M0.12%9,185,306CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$120.1M0.12%1,354,678CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$119.8M0.12%340,563CommonSOLE
633707104NBHCNATIONAL BK HLDGS CORP$119.7M0.12%2,778,981CommonSOLE
74762E102QUREQUANTA SVCS INC$118.8M0.12%375,740CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$118.7M0.12%2,543,753CommonSOLE
580135101MCDMCDONALDS CORP$118.6M0.12%409,031CommonSOLE
617446448MSMORGAN STANLEY$118.3M0.12%941,053CommonSOLE
254543101DIODDIODES INC$117.6M0.12%1,907,509CommonSOLE
97650W108WTFCWINTRUST FINL CORP$117.0M0.12%938,483CommonSOLE
438516106HONHONEYWELL INTL INC$116.3M0.11%515,061CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$116.2M0.11%386,870CommonSOLE
06652V208BANRBANNER CORP$113.6M0.11%1,701,653CommonSOLE
247361702DALDELTA AIR LINES INC DEL$112.6M0.11%1,860,784CommonSOLE
92839U206VCVISTEON CORP$111.5M0.11%1,257,177CommonSOLE
827048109SLGNSILGAN HLDGS INC$111.4M0.11%2,140,028CommonSOLE
37045V100GMGENERAL MTRS CO$111.1M0.11%2,085,350CommonSOLE
03831W108APPAPPLOVIN CORP$110.3M0.11%340,709CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$110.3M0.11%1,454,937CommonSOLE
872540109TJXTJX COS INC NEW$110.1M0.11%911,394CommonSOLE
55277P104MGEEMGE ENERGY INC$110.1M0.11%1,171,718CommonSOLE
577081102MATMATTEL INC$109.8M0.11%6,195,588CommonSOLE
904708104UNFUNIFIRST CORP MASS$109.8M0.11%641,816CommonSOLE
45104G104IBNICICI BANK LIMITED$109.6M0.11%3,670,704CommonSOLE
032654105ADIANALOG DEVICES INC$109.5M0.11%515,437CommonSOLE
559663109MGYMAGNOLIA OIL & GAS CORP$109.2M0.11%4,672,600CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$108.8M0.11%3,516,114CommonSOLE
693718108PCARPACCAR INC$108.6M0.11%1,043,649CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$107.8M0.11%1,240,938CommonNONE
03076C106AMPAMERIPRISE FINL INC$107.2M0.11%201,365CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$107.0M0.11%3,683,459CommonSOLE
91529Y106UNMUNUM GROUP$106.8M0.11%1,462,917CommonSOLE
H1467J104CBCHUBB LIMITED$106.4M0.10%385,196CommonSOLE
N72482149QIAGEN NV$106.4M0.10%2,389,865CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$105.2M0.10%88,751CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$104.7M0.10%3,858,904CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$103.9M0.10%6,767,740CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$103.6M0.10%3,225,867CommonSOLE
19247A100CNSCOHEN & STEERS INC$103.4M0.10%1,119,880CommonSOLE
009066101ABNBAIRBNB INC$102.9M0.10%783,253CommonSOLE
922042866VPLVANGUARD INTL EQUITY INDEX F$102.9M0.10%1,448,336CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$102.2M0.10%456,705CommonSOLE
493267108KEYKEYCORP$101.9M0.10%5,946,074CommonSOLE
45768S105IOSPINNOSPEC INC$101.5M0.10%922,220CommonSOLE
456788108INFYINFOSYS LTD$101.1M0.10%4,613,270CommonSOLE
609207105MDLZMONDELEZ INTL INC$100.5M0.10%1,682,573CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$100.3M0.10%1,543,163CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$100.1M0.10%292,640CommonSOLE
482480100KLACKLA CORP$100.1M0.10%158,852CommonSOLE
74340W103PLDPROLOGIS INC.$99.8M0.10%943,841CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$99.6M0.10%139,891CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$99.6M0.10%1,934,130CommonSOLE
92647N568USVMVICTORY PORTFOLIOS II$99.2M0.10%1,177,474CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$97.7M0.10%826,302CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$97.0M0.10%2,933,995CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$96.9M0.10%262,357CommonSOLE
191216100KOCOCA COLA CO$96.1M0.09%1,543,728CommonSOLE
871607107SNPSSYNOPSYS INC$95.2M0.09%196,180CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$94.1M0.09%2,773,894CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$93.7M0.09%689,200CommonSOLE
052769106ADSKAUTODESK INC$93.1M0.09%315,006CommonSOLE
036752103ELVELEVANCE HEALTH INC$92.7M0.09%251,289CommonSOLE
359694106FULFULLER H B CO$92.6M0.09%1,371,731CommonSOLE
511656100LKFNLAKELAND FINL CORP$92.6M0.09%1,346,109CommonSOLE
855244109SBUXSTARBUCKS CORP$92.5M0.09%1,013,242CommonSOLE
G3223R108EGEVEREST GROUP LTD$91.6M0.09%252,828CommonSOLE
466313103JBLJABIL INC$90.2M0.09%627,041CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$89.4M0.09%90,039,000CommonNONE
30034W106EVRGEVERGY INC$89.3M0.09%1,450,458CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$88.7M0.09%72,745CommonNONE
30161N101EXCEXELON CORP$88.7M0.09%2,355,813CommonSOLE
423452101HPHELMERICH & PAYNE INC$88.6M0.09%2,766,931CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$88.5M0.09%170,126CommonSOLE
464287630IWNISHARES TR$88.3M0.09%537,775CommonSOLE
464287440IEFISHARES TR$87.7M0.09%948,112CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$87.5M0.09%2,188,638CommonSOLE
526107107LIILENNOX INTL INC$86.9M0.09%142,613CommonSOLE
775133101ROGROGERS CORP$86.5M0.09%851,649CommonSOLE
589378108MRCYMERCURY SYS INC$86.5M0.09%2,060,131CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$85.5M0.08%88,349,000CommonNONE
92343X100VTYVERINT SYS INC$85.3M0.08%3,109,058CommonSOLE
64110D104NTAPNETAPP INC$85.3M0.08%734,918CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$84.3M0.08%70,554CommonNONE
192576106COHUCOHU INC$84.0M0.08%3,146,747CommonSOLE
011311107ALGALAMO GROUP INC$83.4M0.08%448,718CommonSOLE
78709Y105SAIASAIA INC$83.2M0.08%182,598CommonSOLE
00206R102TAT&T INC$83.1M0.08%3,651,365CommonSOLE
92647X848VICTORY PORTFOLIOS II$83.0M0.08%2,970,690CommonSOLE
037598109APOGAPOGEE ENTERPRISES INC$82.5M0.08%1,155,967CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$82.5M0.08%2,420,071CommonSOLE
369550108GDGENERAL DYNAMICS CORP$82.3M0.08%312,420CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$81.4M0.08%90,743,000CommonNONE
690742101OCOWENS CORNING NEW$81.3M0.08%477,448CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$81.0M0.08%136,927CommonSOLE
337738108FISVFISERV INC$80.2M0.08%390,444CommonSOLE
184496107CLHCLEAN HARBORS INC$79.4M0.08%345,205CommonSOLE
918204108VFCV F CORP$79.3M0.08%3,692,945CommonSOLE
4315711089HIHILLENBRAND INC$78.8M0.08%2,561,220CommonSOLE
624756102MLIMUELLER INDS INC$78.8M0.08%993,263CommonSOLE
032095101APHAMPHENOL CORP NEW$78.8M0.08%1,134,637CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$78.7M0.08%1,305,519CommonSOLE
88579Y101MMM3M CO$78.7M0.08%609,429CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$78.6M0.08%386,389CommonSOLE
626755102MUSAMURPHY USA INC$78.5M0.08%156,375CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$77.4M0.08%75,241,000CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$77.2M0.08%833,644CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$77.0M0.08%1,074,606CommonSOLE
00191U102EFORASGN INC$76.7M0.08%920,083CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$76.5M0.08%391,636CommonSOLE
651639106NEMNEWMONT CORP$76.5M0.08%2,054,637CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$75.9M0.07%531,308CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$75.9M0.07%1,067,789CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$75.9M0.07%673,655CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$75.8M0.07%344,684CommonSOLE
421298100HAYWHAYWARD HLDGS INC$75.7M0.07%4,951,546CommonSOLE
78648T100SAFTSAFETY INS GROUP INC$75.1M0.07%911,133CommonSOLE
46434V456IQLTISHARES TR$74.9M0.07%2,018,660CommonSOLE
92552R406PRSUVIAD CORP$74.7M0.07%1,757,955CommonSOLE
458334109IPARINTERPARFUMS INC$74.1M0.07%563,646CommonSOLE
92647N840CILUSDVICTORY PORTFOLIOS II$74.1M0.07%1,771,303CommonSOLE
303250104FICOFAIR ISAAC CORP$73.8M0.07%37,083CommonSOLE
254687106DISDISNEY WALT CO$73.8M0.07%662,659CommonSOLE
30226D106EXTREXTREME NETWORKS$73.7M0.07%4,400,924CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$73.6M0.07%71,760,000CommonNONE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$73.4M0.07%2,155,201CommonSOLE
75513E101RTXRTX CORPORATION$73.2M0.07%632,621CommonSOLE
464287432TLTISHARES TR$73.1M0.07%836,718CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$73.0M0.07%642,976CommonSOLE
489170100KMTKENNAMETAL INC$73.0M0.07%3,037,359CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$72.7M0.07%857,735CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$72.4M0.07%4,343,159CommonSOLE
281020107EIXEDISON INTL$72.4M0.07%906,545CommonSOLE
117043109BCBRUNSWICK CORP$72.3M0.07%1,117,260CommonSOLE
857477103STTSTATE STR CORP$72.2M0.07%735,737CommonSOLE
693656100PVHPVH CORPORATION$72.1M0.07%682,236CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$72.1M0.07%321,408CommonSOLE
374689107ROCKGIBRALTAR INDS INC$71.9M0.07%1,220,299CommonSOLE
580589109MGRCMCGRATH RENTCORP$71.8M0.07%641,709CommonSOLE
23331A109DHID R HORTON INC$71.7M0.07%513,131CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$71.7M0.07%648,968CommonSOLE
45168D104IDXXIDEXX LABS INC$71.6M0.07%173,131CommonSOLE
595112103MUMICRON TECHNOLOGY INC$71.6M0.07%850,506CommonSOLE
020002101ALLALLSTATE CORP$71.4M0.07%370,249CommonSOLE
78463V107GLDSPDR GOLD TR$71.3M0.07%294,625CommonSOLE
501044101KRKROGER CO$70.9M0.07%1,158,930CommonSOLE
464287226AGGISHARES TR$70.7M0.07%729,775CommonSOLE
31428X106FDXFEDEX CORP$70.6M0.07%251,078CommonSOLE
224441105CXTCRANE NXT CO$70.2M0.07%1,206,514CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$70.2M0.07%1,714,981CommonNONE
50050N103KTBKONTOOR BRANDS INC$69.9M0.07%818,049CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$69.4M0.07%376,951CommonSOLE
86333M108LRNSTRIDE INC$69.3M0.07%666,636CommonSOLE
231021106CMICUMMINS INC$69.2M0.07%198,638CommonSOLE
90384S303ULTAULTA BEAUTY INC$69.2M0.07%159,053CommonSOLE
30040P103EVTCEVERTEC INC$69.0M0.07%1,999,513CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$68.6M0.07%708,938CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$68.2M0.07%193,408CommonSOLE
45826H109ITGRINTEGER HLDGS CORP$68.2M0.07%514,693CommonSOLE
81211K100SDASEALED AIR CORP NEW$68.2M0.07%2,015,442CommonSOLE
00773T101ASIXADVANSIX INC$68.2M0.07%2,392,145CommonSOLE
172908105CTASCINTAS CORP$68.1M0.07%372,699CommonSOLE
68213N109OMCLOMNICELL COM$68.0M0.07%1,526,309CommonSOLE
744320102PRUPRUDENTIAL FINL INC$67.8M0.07%572,110CommonSOLE
629377508NRGNRG ENERGY INC$67.7M0.07%750,801CommonSOLE
464287655IWMISHARES TR$67.7M0.07%306,424CommonSOLE
651229106NWLNEWELL BRANDS INC$67.6M0.07%6,790,865CommonSOLE
103304101BYDBOYD GAMING CORP$67.2M0.07%925,884CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$66.9M0.07%783,748CommonSOLE
46434V449IMTMISHARES TR$66.7M0.07%1,784,114CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$66.6M0.07%3,023,474CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$66.6M0.07%846,973CommonSOLE
002824100ABTABBOTT LABS$66.2M0.07%585,454CommonSOLE
219948106CPAYCORPAY INC$66.2M0.07%195,496CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$66.0M0.06%889,299CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$65.8M0.06%863,240CommonSOLE
65290E101NXTNEXTRACKER INC$65.8M0.06%1,800,869CommonSOLE
50189K103LCIILCI INDS$65.8M0.06%636,275CommonSOLE
654106103NKENIKE INC$65.7M0.06%868,260CommonSOLE
458140100INTCINTEL CORP$65.3M0.06%3,258,205CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$65.2M0.06%1,464,023CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$65.0M0.06%4,693,119CommonSOLE
16115Q308GTLSCHART INDS INC$64.9M0.06%339,996CommonSOLE
69349H107TXNMTXNM ENERGY INC$64.9M0.06%1,319,040CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$64.7M0.06%455,204CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$64.1M0.06%833,910CommonSOLE
88033G407THCTENET HEALTHCARE CORP$64.0M0.06%507,055CommonSOLE
526057104LENLENNAR CORP$63.7M0.06%467,224CommonSOLE
573075108MRTNMARTEN TRANS LTD$63.6M0.06%4,071,568CommonSOLE
122017106BURLBURLINGTON STORES INC$63.3M0.06%222,151CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$63.2M0.06%703,297CommonSOLE
887389104TKRTIMKEN CO$63.0M0.06%882,156CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$62.9M0.06%2,296,198CommonSOLE
871829107SYYSYSCO CORP$62.8M0.06%821,713CommonSOLE
37637Q105GBCIGLACIER BANCORP INC NEW$62.7M0.06%1,247,785CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$62.7M0.06%803,194CommonSOLE
833445109SNOWSNOWFLAKE INC$62.3M0.06%403,576CommonSOLE
501889208LKQLKQ CORP$62.1M0.06%1,689,298CommonSOLE
969457100WMBWILLIAMS COS INC$62.1M0.06%1,146,645CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$62.0M0.06%91CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$61.9M0.06%671,410CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$61.1M0.06%2,231,369CommonSOLE
56585A102MPCMARATHON PETE CORP$61.1M0.06%438,270CommonSOLE
759509102RSRELIANCE INC$60.8M0.06%225,739CommonSOLE
92647X780VICTORY PORTFOLIOS II$60.3M0.06%2,449,841CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$60.2M0.06%325,947CommonSOLE
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$60.1M0.06%57,625,000CommonNONE
500643200KFYKORN FERRY$59.9M0.06%888,776CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$59.9M0.06%1,580,527CommonSOLE
571903202MARMARRIOTT INTL INC NEW$59.8M0.06%214,318CommonSOLE
05368V106AVNTAVIENT CORPORATION$59.7M0.06%1,460,481CommonSOLE
209115104EDCONSOLIDATED EDISON INC$59.6M0.06%668,076CommonSOLE
52110M109LAZLAZARD INC$59.5M0.06%1,156,749CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$59.5M0.06%552,691CommonSOLE
704326107PAYXPAYCHEX INC$59.5M0.06%424,189CommonSOLE
189054109CLXCLOROX CO DEL$59.0M0.06%363,554CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$59.0M0.06%280,540CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$59.0M0.06%51,839,000CommonNONE
35905A109FTDRFRONTDOOR INC$58.1M0.06%1,062,581CommonSOLE
012348108AINALBANY INTL CORP$57.9M0.06%724,537CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$57.9M0.06%902,090CommonSOLE
754907103RYNRAYONIER INC$57.7M0.06%2,210,495CommonSOLE
126408103CSXCSX CORP$57.6M0.06%1,784,279CommonSOLE
03073E105CORCENCORA INC$57.4M0.06%255,425CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$57.1M0.06%547,639CommonSOLE
552848103MTGMGIC INVT CORP WIS$57.1M0.06%2,406,354CommonSOLE
892672106TWTRADEWEB MKTS INC$56.5M0.06%431,659CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$56.4M0.06%834,958CommonSOLE
69047Q102OVVOVINTIV INC$56.3M0.06%1,390,498CommonSOLE
919794107VLYVALLEY NATL BANCORP$56.3M0.06%6,211,531CommonSOLE
369604301GEGE AEROSPACE$55.7M0.05%334,191CommonSOLE
147528103CASYCASEYS GEN STORES INC$55.7M0.05%140,649CommonSOLE
219350105GLWCORNING INC$55.7M0.05%1,172,566CommonSOLE
497266106KEXKIRBY CORP$55.6M0.05%525,708CommonSOLE
65473P105NINISOURCE INC$55.6M0.05%1,511,680CommonSOLE
842587107SOSOUTHERN CO$55.5M0.05%674,529CommonSOLE
632307104NTRANATERA INC$55.4M0.05%350,201CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$55.4M0.05%538,865CommonSOLE
86614U1007SUSUMMIT MATLS INC$55.2M0.05%1,090,643CommonSOLE
12572Q105CMECME GROUP INC$55.0M0.05%236,953CommonSOLE
235851102DHRDANAHER CORPORATION$54.7M0.05%238,148CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$54.5M0.05%2,707,045CommonSOLE
863667101SYKSTRYKER CORPORATION$54.3M0.05%150,790CommonSOLE
98978V103ZTSZOETIS INC$54.1M0.05%332,119CommonSOLE
923451108VBTXVERITEX HLDGS INC$53.8M0.05%1,981,800CommonSOLE
09290D101BLKBLACKROCK INC$53.8M0.05%52,463CommonSOLE
62944T105NVRNVR INC$53.8M0.05%6,574CommonSOLE
10240L102BOWBOWHEAD SPECIALTY HLDGS INC$53.6M0.05%1,508,003CommonSOLE
907818108UNPUNION PAC CORP$53.5M0.05%234,820CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$53.5M0.05%2,760,805CommonSOLE
03076K108ABCBAMERIS BANCORP$53.5M0.05%855,546CommonSOLE
084423102WRBBERKLEY W R CORP$53.5M0.05%914,448CommonSOLE
830879102SKYWSKYWEST INC$53.4M0.05%533,137CommonSOLE
24665A103DKDELEK US HLDGS INC NEW$53.1M0.05%2,868,610CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$52.9M0.05%1,018,967CommonSOLE
693506107PPGPPG INDS INC$52.7M0.05%441,532CommonSOLE
46434G103IEMGISHARES INC$52.7M0.05%1,008,489CommonSOLE
298736AL3EEFT 0.75 03/15/49EURONET WORLDWIDE INC$52.3M0.05%52,910,000CommonNONE
46138E727PXHINVESCO EXCH TRADED FD TR II$52.3M0.05%2,553,137CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$52.2M0.05%640,219CommonSOLE
701094104PHPARKER-HANNIFIN CORP$52.2M0.05%82,042CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC$52.2M0.05%728,266CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$52.2M0.05%667,057CommonSOLE
046224101ASTEASTEC INDS INC$52.1M0.05%1,551,450CommonSOLE
65339F101NEENEXTERA ENERGY INC$51.7M0.05%721,848CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$51.7M0.05%52,339,000CommonNONE
316773100FITBFIFTH THIRD BANCORP$51.5M0.05%1,217,018CommonSOLE
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$51.3M0.05%932,141CommonNONE
92647X822SFLOVICTORY PORTFOLIOS II$51.3M0.05%1,924,217CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$51.2M0.05%1,189,165CommonSOLE
806857108SLBSCHLUMBERGER LTD$51.2M0.05%1,335,250CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$51.2M0.05%1,068,293CommonSOLE
682680103OKEONEOK INC NEW$51.1M0.05%509,316CommonSOLE
086516101BBYBEST BUY INC$51.1M0.05%595,481CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$51.1M0.05%1,076,347CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$51.0M0.05%353,926CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$50.8M0.05%48,305,000CommonNONE
464288661IEIISHARES TR$50.6M0.05%438,267CommonSOLE
925652109VICIVICI PPTYS INC$50.3M0.05%1,720,462CommonSOLE
15135B101CNCCENTENE CORP DEL$49.9M0.05%824,260CommonSOLE
922908553VNQVANGUARD INDEX FDS$49.4M0.05%554,118CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$49.3M0.05%2,125,433CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$49.3M0.05%3,723,912CommonSOLE
889478103TOLTOLL BROTHERS INC$49.2M0.05%390,647CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$48.8M0.05%528,061CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$48.6M0.05%2,275,903CommonSOLE
783549108RRYDER SYS INC$48.2M0.05%307,074CommonSOLE
126650100CVSCVS HEALTH CORP$47.6M0.05%1,061,135CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$47.6M0.05%5,098,240CommonSOLE
500754106KHCKRAFT HEINZ CO$47.5M0.05%1,546,768CommonSOLE
44925C103ICFIICF INTL INC$47.5M0.05%398,444CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$47.3M0.05%186,715CommonSOLE
816850101SMTCSEMTECH CORP$47.2M0.05%763,247CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$47.2M0.05%933,627CommonSOLE
233331107DTEDTE ENERGY CO$47.1M0.05%390,419CommonSOLE
92647X764GFLWVICTORY PORTFOLIOS II$47.1M0.05%1,979,491CommonSOLE
59001A102MTHMERITAGE HOMES CORP$47.0M0.05%305,605CommonSOLE
22160N109CSGPCOSTAR GROUP INC$46.9M0.05%655,790CommonSOLE
444859102HUMHUMANA INC$46.9M0.05%184,937CommonSOLE
574599106MASMASCO CORP$46.9M0.05%646,326CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$46.8M0.05%875,459CommonSOLE
01626W101ALITALIGHT INC$46.4M0.05%6,709,570CommonSOLE
736508847PORPORTLAND GEN ELEC CO$46.4M0.05%1,064,269CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$46.4M0.05%1,599,504CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$46.3M0.05%5,147,744CommonSOLE
833034101SNASNAP ON INC$46.3M0.05%136,273CommonSOLE
384802104GWWGRAINGER W W INC$46.2M0.05%43,818CommonSOLE
84857L101SRSPIRE INC$46.1M0.05%680,308CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$45.8M0.05%88,197CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$45.7M0.04%511,768CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$45.1M0.04%3,503,438CommonSOLE
217204106CPRTCOPART INC$45.0M0.04%784,644CommonSOLE
68235P108OGSONE GAS INC$44.9M0.04%647,958CommonSOLE
00123Q104AGNCAGNC INVT CORP$44.9M0.04%4,870,678CommonSOLE

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.