MondegarAI
CANADA LIFE ASSURANCE Co

Q2 2025 · 13F-HR

CANADA LIFE ASSURANCE Coholdings as filed

Filed 2025-08-15 · accession 0001046192-25-000013

$63.1M
Reported value
1,943
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · CANADA LIFE ASSURANCE Co · Q2 2025

AI · grounded in 13F

CANADA LIFE ASSURANCE Co established a new position in MSFT valued at $3.8M. The fund also initiated new stakes in NVDA for $3.7M and AAPL for $3.1M. Additional new positions include AMZN, META, and GOOGL.

Holdings as filed

First 500 of 1943

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.8M6.10%7,727,974CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.7M5.92%23,608,170CommonSOLE
037833100AAPLAPPLE INC$3.1M4.84%14,868,956CommonSOLE
023135106AMZNAMAZON COM INC$1.9M2.99%8,597,297CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M2.41%2,058,078CommonSOLE
02079K305GOOGLALPHABET INC$1.3M2.08%7,431,431CommonSOLE
11135F101AVGOBROADCOM INC$1.1M1.79%4,084,164CommonSOLE
88160R101TSLATESLA INC$794,3861.26%2,497,730CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$769,7721.22%2,652,442CommonSOLE
64110L106NFLXNETFLIX INC$749,4831.19%559,079CommonSOLE
92826C839VVISA INC$743,1211.18%2,091,528CommonSOLE
02079K107GOOGALPHABET INC$722,4021.15%4,068,367CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$619,8890.98%1,275,706CommonSOLE
68389X105ORCLORACLE CORP$610,1970.97%2,787,585CommonSOLE
532457108LLYELI LILLY & CO$602,8030.96%772,667CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$573,2590.91%1,018,988CommonSOLE
437076102HDHOME DEPOT INC$523,3130.83%1,425,276CommonSOLE
742718109PGPROCTER AND GAMBLE CO$510,6100.81%3,200,651CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$486,2450.77%83,975CommonSOLE
17275R102CSCOCISCO SYS INC$464,9820.74%6,696,734CommonSOLE
478160104JNJJOHNSON & JOHNSON$451,1160.72%2,950,858CommonSOLE
30231G102XOMEXXON MOBIL CORP$393,4690.62%3,645,439CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$383,4710.61%387,031CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$371,5030.59%1,189,542CommonSOLE
580135101MCDMCDONALDS CORP$361,0880.57%1,233,805CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$358,9540.57%579,537CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$347,1700.55%1,176,568CommonSOLE
00287Y109ABBVABBVIE INC$340,1740.54%1,830,744CommonSOLE
191216100KOCOCA COLA CO$330,8680.52%4,673,112CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$320,6850.51%1,413,676CommonSOLE
713448108PEPPEPSICO INC$309,8250.49%2,343,335CommonSOLE
060505104BACBANK AMERICA CORP$307,9920.49%6,505,529CommonSOLE
78409V104SPGIS&P GLOBAL INC$301,7930.48%571,658CommonSOLE
58933Y105MRKMERCK & CO INC$287,7810.46%3,632,893CommonSOLE
G5960L103MDTMEDTRONIC PLC$263,0850.42%3,012,412CommonSOLE
002824100ABTABBOTT LABS$262,3120.42%1,926,783CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$259,9660.41%1,186,608CommonSOLE
79466L302CRMSALESFORCE INC$259,2520.41%949,626CommonSOLE
00206R102TAT&T INC$258,2450.41%8,916,395CommonSOLE
654106103NKENIKE INC$256,2690.41%3,602,013CommonSOLE
038222105AMATAPPLIED MATLS INC$254,4590.40%1,387,850CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$247,6320.39%1,742,883CommonSOLE
375558103GILDGILEAD SCIENCES INC$247,1580.39%2,227,558CommonSOLE
747525103QCOMQUALCOMM INC$245,9640.39%1,543,034CommonSOLE
74340W103PLDPROLOGIS INC.$245,0580.39%2,330,266CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$238,5710.38%797,545CommonSOLE
254687106DISDISNEY WALT CO$236,0740.37%1,901,807CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$233,4620.37%5,388,737CommonSOLE
872540109TJXTJX COS INC NEW$227,8560.36%1,842,758CommonSOLE
95040Q104WELLWELLTOWER INC$227,2340.36%1,477,832CommonSOLE
461202103INTUINTUIT$226,3860.36%287,054CommonSOLE
969457100WMBWILLIAMS COS INC$226,0550.36%3,593,991CommonSOLE
81762P102NOWSERVICENOW INC$220,7870.35%214,652CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$217,1010.34%980,867CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$214,6300.34%528,654CommonSOLE
29444U700EQIXEQUINIX INC$208,8570.33%262,374CommonSOLE
00724F101ADBEADOBE INC$208,4290.33%538,156CommonSOLE
717081103PFEPFIZER INC$207,7360.33%8,558,533CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$206,9110.33%1,924,409CommonSOLE
G25508105CRHCRH PLC$200,7030.32%2,177,374CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$199,2620.32%2,133,169CommonSOLE
172967424CCITIGROUP INC$197,5560.31%2,318,230CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$197,1830.31%1,073,086CommonSOLE
30161N101EXCEXELON CORP$182,0540.29%4,185,278CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$181,1000.29%2,432,774CommonSOLE
882508104TXNTEXAS INSTRS INC$177,5350.28%854,432CommonSOLE
617446448MSMORGAN STANLEY$174,3040.28%1,236,150CommonSOLE
743315103PGRPROGRESSIVE CORP$169,8860.27%635,764CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$166,5810.26%1,195,594CommonSOLE
126650100CVSCVS HEALTH CORP$164,6040.26%2,383,106CommonSOLE
166764100CVXCHEVRON CORP NEW$164,1170.26%1,145,089CommonSOLE
20030N101CMCSACOMCAST CORP NEW$161,6170.26%4,524,739CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$158,2730.25%772,809CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$157,8210.25%740,963CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$155,9030.25%969,164CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$152,9320.24%3,298,880CommonSOLE
780087102RYROYAL BK CDA$151,9640.24%1,155,876CommonSOLE
631103108NDAQNASDAQ INC$148,0750.23%1,653,510CommonSOLE
863667101SYKSTRYKER CORPORATION$147,9030.23%373,444CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$147,6890.23%208,468CommonSOLE
595112103MUMICRON TECHNOLOGY INC$146,4020.23%1,187,089CommonSOLE
G29183103ETNEATON CORP PLC$146,2560.23%409,096CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$146,1210.23%286,706CommonSOLE
482480100KLACKLA CORP$143,2280.23%159,755CommonSOLE
235851102DHRDANAHER CORPORATION$141,5020.22%715,554CommonSOLE
253868103DLRDIGITAL RLTY TR INC$141,0390.22%808,263CommonSOLE
285512109EAELECTRONIC ARTS INC$140,7330.22%879,748CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$139,5060.22%475,115CommonSOLE
337738108FISVFISERV INC$139,1350.22%805,715CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$139,0120.22%1,523,726CommonSOLE
032654105ADIANALOG DEVICES INC$138,1590.22%579,692CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$137,1500.22%178,571CommonSOLE
58155Q103MCKMCKESSON CORP$136,5880.22%186,134CommonSOLE
29250N105ENBENBRIDGE INC$132,7180.21%2,935,730CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$132,6020.21%243,668CommonSOLE
12572Q105CMECME GROUP INC$131,1410.21%475,266CommonSOLE
125523100CITHE CIGNA GROUP$130,8530.21%395,284CommonSOLE
48251W104KKRKKR & CO INC$129,2570.20%970,651CommonSOLE
G8473T100STESTERIS PLC$126,8150.20%526,929CommonSOLE
82509L107SHOPSHOPIFY INC$125,9810.20%1,092,876CommonSOLE
65339F101NEENEXTERA ENERGY INC$123,2350.20%1,772,386CommonSOLE
278865100ECLECOLAB INC$122,8540.19%455,406CommonSOLE
949746101WMT2WELLS FARGO CO NEW$121,1430.19%1,511,493CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$120,6700.19%270,712CommonSOLE
548661107LOWLOWES COS INC$120,0980.19%540,799CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$120,0270.19%1,134,563CommonSOLE
756109104OREALTY INCOME CORP$118,7160.19%2,059,290CommonSOLE
806857108SLBSCHLUMBERGER LTD$118,4450.19%3,500,329CommonSOLE
855244109SBUXSTARBUCKS CORP$116,4420.18%1,269,068CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$113,6450.18%1,245,036CommonSOLE
036752103ELVELEVANCE HEALTH INC$112,4030.18%288,545CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$112,0080.18%363,184CommonSOLE
H1467J104CBCHUBB LIMITED$111,1400.18%383,223CommonSOLE
149123101CATCATERPILLAR INC$110,2410.17%283,800CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$109,3940.17%318,569CommonSOLE
25809K105DASHDOORDASH INC$108,9460.17%441,272CommonSOLE
172908105CTASCINTAS CORP$108,0510.17%484,283CommonSOLE
032095101APHAMPHENOL CORP NEW$107,7430.17%1,089,800CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$106,0290.17%645,837CommonSOLE
58733R102MELIMERCADOLIBRE INC$104,6190.17%40,020CommonSOLE
688239201OSKOSHKOSH CORP$102,3630.16%900,307CommonSOLE
704326107PAYXPAYCHEX INC$100,9720.16%692,888CommonSOLE
H42097107UBSUBS GROUP AG$98,1020.16%2,904,401CommonSOLE
458140100INTCINTEL CORP$97,7360.15%4,360,941CommonSOLE
609207105MDLZMONDELEZ INTL INC$97,5560.15%1,444,378CommonSOLE
94106L109WMWASTE MGMT INC DEL$94,5050.15%412,536CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$93,3390.15%201,244CommonSOLE
871607107SNPSSYNOPSYS INC$92,3480.15%179,925CommonSOLE
384802104GWWGRAINGER W W INC$91,6100.15%88,014CommonSOLE
722304102PDDPDD HOLDINGS INC$91,5070.15%873,615CommonSOLE
615369105MCOMOODYS CORP$89,1700.14%177,624CommonSOLE
438516106HONHONEYWELL INTL INC$87,3240.14%374,410CommonSOLE
209115104EDCONSOLIDATED EDISON INC$87,2350.14%867,867CommonSOLE
001055102AFLAFLAC INC$86,6960.14%820,927CommonSOLE
56501R106MFCMANULIFE FINL CORP$86,5030.14%2,706,132CommonSOLE
34959E109FTNTFORTINET INC$86,3100.14%815,534CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$85,1630.13%1,162,283CommonSOLE
03073E105CORCENCORA INC$84,4530.13%281,249CommonSOLE
833445109SNOWSNOWFLAKE INC$84,3560.13%376,649CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$84,2370.13%262,869CommonSOLE
09260D107BXBLACKSTONE INC$83,9330.13%560,313CommonSOLE
718172109PMPHILIP MORRIS INTL INC$83,9180.13%460,443CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$83,8420.13%921,265CommonSOLE
871829107SYYSYSCO CORP$83,4250.13%1,099,906CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$82,8070.13%406,492CommonSOLE
501044101KRKROGER CO$82,1710.13%1,144,278CommonSOLE
278642103EBAYEBAY INC.$81,9910.13%1,099,652CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$81,9390.13%487,014CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$81,3120.13%259,643CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$81,0400.13%904,584CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$80,9900.13%1,211,375CommonSOLE
26875P101EOGEOG RES INC$80,7190.13%673,782CommonSOLE
75513E101RTXRTX CORPORATION$80,6870.13%551,953CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$79,4540.13%238,949CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$78,9850.13%1,404,475CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$78,7370.12%187,100CommonSOLE
49177J102KVUEKENVUE INC$78,6590.12%3,754,921CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$77,7250.12%994,534CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$77,1240.12%900,303CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$77,0630.12%287,709CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$75,9090.12%587,978CommonSOLE
311900104FASTFASTENAL CO$75,3640.12%1,791,974CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$75,2110.12%2,554,488CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$74,5530.12%399,381CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$73,7880.12%337,657CommonSOLE
126408103CSXCSX CORP$73,6010.12%2,253,576CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$73,3610.12%1,690,587CommonSOLE
92276F100VTRVENTAS INC$72,9370.12%1,154,116CommonSOLE
40412C101HCAHCA HEALTHCARE INC$72,1230.11%188,215CommonSOLE
05464C101AXONAXON ENTERPRISE INC$71,6880.11%86,503CommonSOLE
22052L104CTVACORTEVA INC$70,2920.11%941,562CommonSOLE
665859104NTRSNORTHERN TR CORP$70,2180.11%552,833CommonSOLE
053332102AZOAUTOZONE INC$70,2010.11%18,881CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$69,8080.11%773,610CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$69,4470.11%386,138CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$69,0060.11%467,610CommonSOLE
816851109SRESEMPRA$68,8320.11%907,245CommonSOLE
18915M107NETCLOUDFLARE INC$68,7030.11%350,869CommonSOLE
682680103OKEONEOK INC NEW$68,5110.11%838,394CommonSOLE
052769106ADSKAUTODESK INC$68,4150.11%220,767CommonSOLE
902973304USBUS BANCORP DEL$67,9920.11%1,501,010CommonSOLE
22822V101CCICROWN CASTLE INC$66,9360.11%650,617CommonSOLE
891160509TDTORONTO DOMINION BK ONT$66,8490.11%909,928CommonSOLE
98978V103ZTSZOETIS INC$66,5550.11%426,355CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$65,3630.10%550,776CommonSOLE
59156R108METMETLIFE INC$63,5850.10%789,751CommonSOLE
651639106NEMNEWMONT CORP$63,4360.10%1,087,341CommonSOLE
925652109VICIVICI PPTYS INC$63,1720.10%1,935,842CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$62,7220.10%1,085,954CommonSOLE
760759100RSGREPUBLIC SVCS INC$62,6220.10%253,718CommonSOLE
745867101PHMPULTE GROUP INC$62,2290.10%588,964CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$61,9730.10%880,047CommonSOLE
031100100AMEAMETEK INC$61,5810.10%339,858CommonSOLE
20825C104COPCONOCOPHILLIPS$60,7910.10%676,570CommonSOLE
29476L107EQREQUITY RESIDENTIAL$60,7440.10%899,746CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$60,0670.10%192,600CommonSOLE
13321L108CCJCAMECO CORP$59,9560.10%807,367CommonSOLE
87612E106TGTTARGET CORP$59,9090.09%606,518CommonSOLE
097023105BABOEING CO$59,7690.09%284,983CommonSOLE
40434L105HPQHP INC$58,0930.09%2,371,674CommonSOLE
98138H101WDAYWORKDAY INC$56,9370.09%237,048CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$56,8920.09%100,276CommonSOLE
075887109BDXBECTON DICKINSON & CO$56,1950.09%325,867CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$56,1740.09%566,748CommonSOLE
911363109URIUNITED RENTALS INC$56,0500.09%74,285CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$55,7760.09%229,431CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$55,5730.09%250,845CommonSOLE
98980G102ZSZSCALER INC$55,2520.09%175,856CommonSOLE
87807B107TRPTC ENERGY CORP$55,0370.09%1,131,725CommonSOLE
380237107GDDYGODADDY INC$55,0100.09%305,172CommonSOLE
842587107SOSOUTHERN CO$54,4680.09%592,538CommonSOLE
929740108WABWABTEC$54,3600.09%259,302CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$54,0940.09%458,088CommonSOLE
88579Y101MMM3M CO$53,8230.09%353,542CommonSOLE
464288257ACWIISHARES TR$53,3250.08%413,286CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$53,1450.08%750,674CommonSOLE
020002101ALLALLSTATE CORP$53,0370.08%263,201CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$52,6900.08%213,021CommonSOLE
778296103ROSTROSS STORES INC$51,8820.08%406,066CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$51,8740.08%826,923CommonSOLE
217204106CPRTCOPART INC$51,6630.08%1,051,290CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$51,5030.08%193,139CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$51,3390.08%1,550,901CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$51,1600.08%199,663CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$51,0300.08%401,661CommonSOLE
771049103RBLXROBLOX CORP$50,0120.08%475,025CommonSOLE
31428X106FDXFEDEX CORP$49,9770.08%219,602CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$49,7130.08%2,428,324CommonSOLE
H2906T109GRMNGARMIN LTD$49,4260.08%236,518CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$48,9670.08%66,909CommonSOLE
23331A109DHID R HORTON INC$48,9520.08%379,225CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$48,2530.08%477,677CommonSOLE
922908363VOOVANGUARD INDEX FDS$48,2200.08%84,615CommonSOLE
063671101BMOBANK MONTREAL QUE$47,9880.08%433,739CommonSOLE
03076C106AMPAMERIPRISE FINL INC$47,8410.08%89,577CommonSOLE
294429105EFXEQUIFAX INC$47,1350.07%181,474CommonSOLE
922475108VEEVVEEVA SYS INC$47,1080.07%163,432CommonSOLE
69331C108PCGPG&E CORP$46,7360.07%3,348,762CommonSOLE
30040W108ESEVERSOURCE ENERGY$46,0630.07%722,886CommonSOLE
23804L103DDOGDATADOG INC$45,9670.07%341,917CommonSOLE
98419M100XYLXYLEM INC$45,7900.07%353,493CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$45,7520.07%87,094CommonSOLE
92343E102VRSNVERISIGN INC$45,2520.07%156,411CommonSOLE
744320102PRUPRUDENTIAL FINL INC$45,2410.07%420,586CommonSOLE
74762E102QUREQUANTA SVCS INC$45,1150.07%119,262CommonSOLE
550021109LULULULULEMON ATHLETICA INC$45,0460.07%189,419CommonSOLE
46284V101IRMIRON MTN INC DEL$44,9490.07%437,654CommonSOLE
87612G101TRGPTARGA RES CORP$44,4900.07%255,156CommonSOLE
303250104FICOFAIR ISAAC CORP$44,4050.07%24,296CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$44,4010.07%803,125CommonSOLE
81141R100SESEA LTD$44,2560.07%276,191CommonSOLE
518439104ELLAUDER ESTEE COS INC$44,2140.07%546,192CommonSOLE
297178105ESSESSEX PPTY TR INC$43,3720.07%153,030CommonSOLE
761152107RMDRESMED INC$43,0080.07%166,625CommonSOLE
701094104PHPARKER-HANNIFIN CORP$42,8800.07%61,385CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$42,6440.07%544,435CommonSOLE
571903202MARMARRIOTT INTL INC NEW$42,5040.07%155,447CommonSOLE
988498101YUMYUM BRANDS INC$42,4650.07%286,377CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$42,1420.07%137,280CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$42,0210.07%498,394CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$41,4110.07%508,003CommonSOLE
146869102CVNACARVANA CO$41,3250.07%122,356CommonSOLE
443201108HWMHOWMET AEROSPACE INC$41,0280.07%220,126CommonSOLE
366651107ITGARTNER INC$40,7420.06%100,644CommonSOLE
370334104GISGENERAL MLS INC$40,6560.06%783,930CommonSOLE
45168D104IDXXIDEXX LABS INC$40,1130.06%74,735CommonSOLE
931142103WMTWALMART INC$40,0790.06%409,060CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$39,4660.06%596,478CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$39,2940.06%305,589CommonSOLE
55261F104MTBM & T BK CORP$39,2210.06%201,934CommonSOLE
594972408MSTRMICROSTRATEGY INC$39,2120.06%96,889CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$39,1760.06%570,472CommonSOLE
136375102CNICANADIAN NATL RY CO$39,0050.06%375,665CommonSOLE
46187W107INVHINVITATION HOMES INC$38,8600.06%1,184,081CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$38,6120.06%260,701CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$38,4140.06%266,213CommonSOLE
281020107EIXEDISON INTL$38,3860.06%743,220CommonSOLE
12504L109CBRECBRE GROUP INC$38,2540.06%272,742CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$38,0720.06%393,926CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$38,0240.06%92,868CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$37,9970.06%476,126CommonSOLE
89832Q109TFCTRUIST FINL CORP$37,8380.06%879,312CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$37,8380.06%308,414CommonSOLE
291011104EMREMERSON ELEC CO$37,8210.06%283,464CommonSOLE
64110D104NTAPNETAPP INC$37,7440.06%354,048CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$37,2030.06%199,162CommonSOLE
009158106APDAIR PRODS & CHEMS INC$36,9350.06%130,826CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$36,8870.06%961,241CommonSOLE
231021106CMICUMMINS INC$36,7000.06%111,861CommonSOLE
92840M102VSTVISTRA CORP$36,4230.06%187,793CommonSOLE
90138F102TWLOTWILIO INC$36,3300.06%291,826CommonSOLE
219350105GLWCORNING INC$36,2930.06%689,120CommonSOLE
192422103CGNXCOGNEX CORP$35,9010.06%1,129,533CommonSOLE
679295105OKTAOKTA INC$35,8630.06%358,678CommonSOLE
315616102FFIVF5 INC$35,8550.06%121,761CommonSOLE
500754106KHCKRAFT HEINZ CO$35,3410.06%1,367,220CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$35,2150.06%149,790CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$34,9300.06%143,600CommonSOLE
693506107PPGPPG INDS INC$34,7780.06%305,322CommonSOLE
893641100TDGTRANSDIGM GROUP INC$34,2390.05%22,498CommonSOLE
460146103IPINTERNATIONAL PAPER CO$33,9280.05%723,697CommonSOLE
56585A102MPCMARATHON PETE CORP$33,9100.05%203,935CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$33,1340.05%627,471CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$33,1020.05%326,849CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$32,9960.05%279,299CommonSOLE
22160N109CSGPCOSTAR GROUP INC$32,9820.05%409,701CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$32,9080.05%141,217CommonSOLE
942622200WSOWATSCO INC$32,8000.05%74,196CommonSOLE
02319V103ABEVAMBEV SA$32,6240.05%13,409,316CommonSOLE
252131107DXCMDEXCOM INC$32,5820.05%372,895CommonSOLE
55354G100MSCIMSCI INC$32,4180.05%56,203CommonSOLE
049560105ATOATMOS ENERGY CORP$32,1170.05%208,163CommonSOLE
693718108PCARPACCAR INC$32,0540.05%337,119CommonSOLE
384109104GGGGRACO INC$31,2840.05%363,451CommonSOLE
866674104SUISUN CMNTYS INC$31,2150.05%246,627CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$31,0890.05%693,984CommonSOLE
92936U109WPCWP CAREY INC$30,8480.05%494,164CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$30,8330.05%556,042CommonSOLE
49446R109KIMKIMCO RLTY CORP$30,7820.05%1,463,930CommonSOLE
15135B101CNCCENTENE CORP DEL$30,7260.05%565,295CommonSOLE
718546104PSXPHILLIPS 66$30,3990.05%254,522CommonSOLE
29084Q100EMEEMCOR GROUP INC$30,3480.05%56,644CommonSOLE
852234103XYZBLOCK INC$30,3130.05%445,374CommonSOLE
02209S103MOALTRIA GROUP INC$30,1860.05%514,628CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$29,8900.05%812,535CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$29,7680.05%409,548CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$29,7310.05%91,154CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$29,6110.05%318,956CommonSOLE
N82405106STLASTELLANTIS N.V$29,5550.05%2,954,157CommonSOLE
929160109VMCVULCAN MATLS CO$29,3590.05%112,460CommonSOLE
62944T105NVRNVR INC$29,3150.05%3,960CommonSOLE
487836108KKELLANOVA$29,1820.05%366,397CommonSOLE
086516101BBYBEST BUY INC$29,0990.05%433,100CommonSOLE
758849103REGREGENCY CTRS CORP$28,9190.05%405,756CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$28,8750.05%177,673CommonSOLE
45687V106IRINGERSOLL RAND INC$28,8530.05%346,482CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$28,6390.05%275,674CommonSOLE
540424108LLOEWS CORP$28,6350.05%311,862CommonSOLE
880770102TERTERADYNE INC$28,3680.04%315,297CommonSOLE
443573100HUBSHUBSPOT INC$28,2920.04%50,696CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$28,1520.04%2,452,308CommonSOLE
349553107FTSFORTIS INC$27,8250.04%582,749CommonSOLE
85472N109STNSTANTEC INC$27,7470.04%255,551CommonSOLE
427866108HSYHERSHEY CO$27,7240.04%166,897CommonSOLE
42809H107HESHESS CORP$27,7230.04%199,802CommonSOLE
72352L106PINSPINTEREST INC$27,5230.04%766,110CommonSOLE
101121101BXPBXP INC$27,3710.04%405,481CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$27,2940.04%125,094CommonSOLE
91913Y100VLOVALERO ENERGY CORP$27,0840.04%201,135CommonSOLE
452327109ILMNILLUMINA INC$26,6720.04%279,358CommonSOLE
37940X102GPNGLOBAL PMTS INC$26,4290.04%329,670CommonSOLE
268150109DTDYNATRACE INC$26,1640.04%474,108CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$26,1500.04%172,576CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$26,1200.04%271,420CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$26,0270.04%693,031CommonSOLE
858119100STLDSTEEL DYNAMICS INC$25,8690.04%201,900CommonSOLE
345370860FFORD MTR CO$25,8530.04%2,384,130CommonSOLE
444859102HUMHUMANA INC$25,6070.04%104,700CommonSOLE
670346105NUENUCOR CORP$25,4010.04%195,763CommonSOLE
256677105DGDOLLAR GEN CORP NEW$25,3030.04%220,917CommonSOLE
889478103TOLTOLL BROTHERS INC$25,2910.04%221,108CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$25,1600.04%1,500,598CommonSOLE
90384S303ULTAULTA BEAUTY INC$25,0810.04%53,542CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$24,9700.04%691,795CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$24,9650.04%404,685CommonSOLE
256163106DOCUDOCUSIGN INC$24,9570.04%320,340CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$24,7580.04%161,261CommonSOLE
316773100FITBFIFTH THIRD BANCORP$24,7250.04%600,380CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$24,4470.04%1,396,683CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$24,1560.04%430,241CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$24,0870.04%48,107CommonSOLE
902653104UDRUDR INC$24,0520.04%589,171CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$24,0010.04%454,228CommonSOLE
496902404KGCKINROSS GOLD CORP$23,6160.04%1,513,730CommonSOLE
25746U109DDOMINION ENERGY INC$23,5280.04%415,993CommonSOLE
133131102CPTCAMDEN PPTY TR$23,4090.04%207,751CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$23,3660.04%255,810CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$23,0840.04%629,540CommonSOLE
749685103RPMRPM INTL INC$23,0780.04%210,045CommonSOLE
260003108DOVDOVER CORP$23,0730.04%125,830CommonSOLE
35137L105FOXAFOX CORP$22,9110.04%408,331CommonSOLE
436440101HO1HOLOGIC INC$22,9030.04%351,042CommonSOLE
172062101CINFCINCINNATI FINL CORP$22,7560.04%152,734CommonSOLE
G7S00T104PNRPENTAIR PLC$22,7140.04%221,095CommonSOLE
03662Q105AKXANSYS INC$22,5750.04%64,235CommonSOLE
896239100TRMBTRIMBLE INC$22,4640.04%295,202CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$22,2240.04%136,448CommonSOLE
690742101OCOWENS CORNING NEW$22,2040.04%161,258CommonSOLE
90364P105PATHUIPATH INC$22,1670.04%1,732,925CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$22,1180.04%860,250CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$22,1110.04%939,521CommonSOLE
681919106OMCOMNICOM GROUP INC$22,0720.03%306,390CommonSOLE
759509102RSRELIANCE INC$22,0710.03%70,271CommonSOLE
369550108GDGENERAL DYNAMICS CORP$22,0030.03%75,340CommonSOLE
46266C105IQVIQVIA HLDGS INC$21,9800.03%139,335CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$21,7360.03%464,914CommonSOLE
143658300CCL1EURCARNIVAL CORP$21,5320.03%765,089CommonSOLE
969904101WSMWILLIAMS SONOMA INC$21,5160.03%131,593CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$21,3290.03%380,075CommonSOLE
98389B100XELXCEL ENERGY INC$21,3200.03%312,782CommonSOLE
351858105FNVFRANCO NEV CORP$21,2720.03%132,995CommonSOLE
88339J105TTDTHE TRADE DESK INC$21,2640.03%294,912CommonSOLE
256746108DLTRDOLLAR TREE INC$21,2520.03%214,258CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$21,0940.03%1,372,047CommonSOLE
705573103PEGAPEGASYSTEMS INC$21,0780.03%389,355CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$20,9850.03%366,914CommonSOLE
60937P106MDBMONGODB INC$20,8460.03%99,190CommonSOLE
74758T303QLYSQUALYS INC$20,8080.03%145,711CommonSOLE
229663109CUBECUBESMART$20,7860.03%488,864CommonSOLE
89400J107TRUTRANSUNION$20,7170.03%235,129CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$20,5720.03%37,443CommonSOLE
189054109CLXCLOROX CO DEL$20,4800.03%170,282CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$20,4440.03%261,797CommonSOLE
695156109PKGPACKAGING CORP AMER$20,3520.03%107,918CommonSOLE
16411R208LNGCHENIERE ENERGY INC$20,3160.03%83,370CommonSOLE
29364G103ETRENTERGY CORP NEW$20,2240.03%243,243CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$20,2040.03%176,647CommonSOLE
682189105ONON SEMICONDUCTOR CORP$20,1590.03%384,246CommonSOLE
579780206MKCMCCORMICK & CO INC$20,1440.03%265,499CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$20,1070.03%80,026CommonSOLE
65473P105NINISOURCE INC$20,0930.03%497,567CommonSOLE
45167R104IEXIDEX CORP$19,9240.03%113,297CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$19,7290.03%68,569CommonSOLE
570535104MKLMARKEL GROUP INC$19,5820.03%9,795CommonSOLE
668771108GENGEN DIGITAL INC$19,5550.03%664,468CommonSOLE
277276101EGPEASTGROUP PPTYS INC$19,5390.03%116,882CommonSOLE
00766T100ACMAECOM$19,2850.03%170,730CommonSOLE
084423102WRBBERKLEY W R CORP$19,1930.03%260,876CommonSOLE
653656108NICENICE LTD$19,1060.03%113,154CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$19,0670.03%346,880CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$18,9290.03%112,094CommonSOLE
92939U106WECWEC ENERGY GROUP INC$18,8930.03%181,131CommonSOLE
115236101BROBROWN & BROWN INC$18,8550.03%169,865CommonSOLE
775711104ROLROLLINS INC$18,8180.03%333,068CommonSOLE
12532H104GIBCGI INC$18,7850.03%179,558CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$18,5190.03%948,569CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$18,5040.03%232,618CommonSOLE
071813109BAXBAXTER INTL INC$18,4960.03%610,172CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$18,4770.03%519,362CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$18,3610.03%704,778CommonSOLE
466313103JBLJABIL INC$18,1770.03%83,310CommonSOLE
204166102CVLTCOMMVAULT SYS INC$18,0530.03%103,655CommonSOLE
336433107FSLRFIRST SOLAR INC$17,6790.03%106,718CommonSOLE
023608102AEEAMEREN CORP$17,6720.03%183,871CommonSOLE
50212V100LPLALPL FINL HLDGS INC$17,6700.03%47,053CommonSOLE
697900108PAASPAN AMERN SILVER CORP$17,4320.03%616,729CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$17,3360.03%387,423CommonSOLE
008492100ADCAGREE RLTY CORP$17,2330.03%235,833CommonSOLE
125269100CFCF INDS HLDGS INC$17,0400.03%184,949CommonSOLE
443510607HUBBHUBBELL INC$16,9760.03%41,562CommonSOLE
74624M102PPURE STORAGE INC$16,9660.03%294,479CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$16,8780.03%28,435CommonSOLE
67077M108NTRNUTRIEN LTD$16,8700.03%290,647CommonSOLE
482497104BEKEKE HLDGS INC$16,8490.03%949,075CommonSOLE
12514G108CDWCDW CORP$16,7640.03%93,796CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$16,7520.03%76,467CommonSOLE
142339100CSLCARLISLE COS INC$16,6640.03%44,587CommonSOLE
526057104LENLENNAR CORP$16,6080.03%149,895CommonSOLE
09062X103BIIBBIOGEN INC$16,4600.03%130,933CommonSOLE
637417106NNNNNN REIT INC$16,4230.03%380,190CommonSOLE
574599106MASMASCO CORP$16,4230.03%254,922CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$16,2360.03%13,810CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$16,1440.03%117,399CommonSOLE
941848103WATWATERS CORP$16,0090.03%45,770CommonSOLE
833034101SNASNAP ON INC$15,7980.03%50,737CommonSOLE
958102105WDCWESTERN DIGITAL CORP$15,7560.02%246,018CommonSOLE
85254J102STAGSTAG INDL INC$15,2820.02%421,142CommonSOLE
88025T102TENBTENABLE HLDGS INC$15,1230.02%447,870CommonSOLE
29362U104ENTGENTEGRIS INC$15,1150.02%187,334CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$14,8260.02%201,294CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$14,8110.02%398,459CommonSOLE
058498106BALLBALL CORP$14,7630.02%262,966CommonSOLE
629377508NRGNRG ENERGY INC$14,7410.02%91,746CommonSOLE
88146M101TRNOTERRENO RLTY CORP$14,6910.02%261,880CommonSOLE
G3223R108EGEVEREST GROUP LTD$14,6330.02%42,988CommonSOLE
69370C100PTCPTC INC$14,5610.02%84,405CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$14,5580.02%141,162CommonSOLE
372460105GPCGENUINE PARTS CO$14,3960.02%118,548CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$14,3430.02%297,952CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$14,3220.02%60,819CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$14,2720.02%144,707CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$14,2530.02%215,657CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$14,2510.02%27,803CommonSOLE
233331107DTEDTE ENERGY CO$14,2070.02%107,140CommonSOLE
14174T107CTRECARETRUST REIT INC$14,2000.02%464,071CommonSOLE
14316J108CGCARLYLE GROUP INC$14,1440.02%274,876CommonSOLE
199908104FIXCOMFORT SYS USA INC$14,1410.02%26,371CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$14,0950.02%81,358CommonSOLE
013091103ACIALBERTSONS COS INC$14,0860.02%654,138CommonSOLE
929042109VNOVORNADO RLTY TR$14,0800.02%367,914CommonSOLE
127097103CTRACOTERRA ENERGY INC$13,8640.02%545,635CommonSOLE
122017106BURLBURLINGTON STORES INC$13,8590.02%59,554CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$13,6240.02%170,907CommonSOLE
025816109AXPAMERICAN EXPRESS CO$13,3110.02%41,653CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$13,1600.02%302,160CommonSOLE
31188V100FSLYFASTLY INC$13,1270.02%1,859,146CommonSOLE
260557103DOWDOW INC$13,1170.02%494,840CommonSOLE
902494103TSNTYSON FOODS INC$13,0460.02%233,014CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$12,9560.02%78,654CommonSOLE
337932107FEFIRSTENERGY CORP$12,9470.02%321,302CommonSOLE

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.