MondegarAI
CANADA LIFE ASSURANCE Co

Q4 2025 · 13F-HR

CANADA LIFE ASSURANCE Coholdings as filed

Filed 2026-02-13 · accession 0001046192-26-000002

$57.5M
Reported value
1,870
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · CANADA LIFE ASSURANCE Co · Q4 2025

AI · grounded in 13F

CANADA LIFE ASSURANCE Co reduced its holdings in NVDA by 23.29%, marking its largest share reduction of the period. The fund also trimmed positions in AAPL by 22.93% and MSFT by 22.86%. On the buy side, the fund established a new position in TTE worth $132,220 and increased its stake in GWW by 72.52%.

Holdings as filed

First 500 of 1870

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.5M6.13%18,878,000CommonSOLE
037833100AAPLAPPLE INC$3.3M5.66%11,969,448CommonSOLE
594918104MSFTMICROSOFT CORP$3.0M5.21%6,194,176CommonSOLE
02079K305GOOGLALPHABET INC$1.8M3.09%5,676,257CommonSOLE
023135106AMZNAMAZON COM INC$1.7M3.01%7,492,696CommonSOLE
30303M102METAMETA PLATFORMS INC$1.3M2.29%1,995,870CommonSOLE
11135F101AVGOBROADCOM INC$1.2M2.09%3,477,382CommonSOLE
02079K107GOOGALPHABET INC$1.1M1.98%3,620,660CommonSOLE
88160R101TSLATESLA INC$1.0M1.77%2,256,759CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$721,0231.25%2,235,711CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$698,0691.21%1,387,576CommonSOLE
532457108LLYELI LILLY & CO$674,2781.17%626,866CommonSOLE
92826C839VVISA INC$562,5990.98%1,602,717CommonSOLE
478160104JNJJOHNSON & JOHNSON$548,5260.95%2,649,127CommonSOLE
30231G102XOMEXXON MOBIL CORP$480,6020.84%3,992,288CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$466,3440.81%816,487CommonSOLE
64110L106NFLXNETFLIX INC$463,5790.81%4,942,235CommonSOLE
437076102HDHOME DEPOT INC$453,0860.79%1,315,786CommonSOLE
17275R102CSCOCISCO SYS INC$422,8650.74%5,486,342CommonSOLE
038222105AMATAPPLIED MATLS INC$395,6270.69%1,539,551CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$395,1990.69%579,187CommonSOLE
00287Y109ABBVABBVIE INC$394,1110.69%1,724,178CommonSOLE
742718109PGPROCTER AND GAMBLE CO$376,8640.66%2,628,517CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$375,1660.65%1,135,457CommonSOLE
68389X105ORCLORACLE CORP$353,5860.62%1,812,908CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$350,6710.61%1,153,248CommonSOLE
580135101MCDMCDONALDS CORP$338,0640.59%1,105,411CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$326,5200.57%60,951CommonSOLE
58933Y105MRKMERCK & CO INC$312,8080.54%2,970,373CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$310,2200.54%359,630CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$294,3520.51%1,374,186CommonSOLE
74340W103PLDPROLOGIS INC.$288,7110.50%2,260,608CommonSOLE
595112103MUMICRON TECHNOLOGY INC$279,6950.49%980,039CommonSOLE
95040Q104WELLWELLTOWER INC$278,1390.48%1,498,905CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$277,7210.48%937,313CommonSOLE
060505104BACBANK AMERICA CORP$275,8700.48%5,014,298CommonSOLE
713448108PEPPEPSICO INC$256,5800.45%1,787,221CommonSOLE
191216100KOCOCA COLA CO$256,0980.45%3,661,603CommonSOLE
78409V104SPGIS&P GLOBAL INC$244,8060.43%468,109CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$244,5810.43%1,316,931CommonSOLE
G25508105CRHCRH PLC$241,2500.42%1,928,145CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$236,6040.41%408,105CommonSOLE
002824100ABTABBOTT LABS$234,6690.41%1,872,448CommonSOLE
654106103NKENIKE INC$234,4660.41%3,676,090CommonSOLE
747525103QCOMQUALCOMM INC$233,2180.41%1,362,999CommonSOLE
G5960L103MDTMEDTRONIC PLC$210,9210.37%2,193,601CommonSOLE
375558103GILDGILEAD SCIENCES INC$206,8750.36%1,684,841CommonSOLE
79466L302CRMSALESFORCE INC$199,5120.35%752,895CommonSOLE
872540109TJXTJX COS INC NEW$194,9420.34%1,268,176CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$192,3610.33%218,814CommonSOLE
949746101WMT2WELLS FARGO CO NEW$191,8790.33%2,057,550CommonSOLE
30161N101EXCEXELON CORP$190,5870.33%4,369,402CommonSOLE
29444U700EQIXEQUINIX INC$181,8360.32%237,442CommonSOLE
149123101CATCATERPILLAR INC$178,7570.31%311,979CommonSOLE
172967424CCITIGROUP INC$177,8670.31%1,523,380CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$175,5800.31%999,506CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$175,1470.30%945,758CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$174,6110.30%4,282,969CommonSOLE
00724F101ADBEADOBE INC$173,9640.30%497,046CommonSOLE
461202103INTUINTUIT$170,3700.30%257,094CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$167,6500.29%624,379CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$167,4090.29%1,032,822CommonSOLE
00206R102TAT&T INC$166,6880.29%6,705,274CommonSOLE
717081103PFEPFIZER INC$165,7050.29%6,651,695CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$165,3680.29%2,023,617CommonSOLE
384802104GWWWW GRAINGER INC$160,9070.28%159,256CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$160,6760.28%2,976,888CommonSOLE
G8473T100STESTERIS PLC$160,2770.28%631,481CommonSOLE
254687106DISDISNEY WALT CO$159,0050.28%1,397,119CommonSOLE
617446448MSMORGAN STANLEY$155,6240.27%876,195CommonSOLE
651639106NEMNEWMONT CORP$154,4340.27%1,545,896CommonSOLE
65339F101NEENEXTERA ENERGY INC$153,3070.27%1,908,703CommonSOLE
482480100KLACKLA CORP$151,7830.26%124,912CommonSOLE
H42097107UBSUBS GROUP AG$150,3000.26%3,221,371CommonSOLE
29250N105ENBENBRIDGE INC$150,0630.26%3,136,127CommonSOLE
631103108NDAQNASDAQ INC$148,6660.26%1,529,536CommonSOLE
126650100CVSCVS HEALTH CORP$145,1880.25%1,828,771CommonSOLE
285512109EAELECTRONIC ARTS INC$142,1320.25%695,136CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$140,7750.24%248,448CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$140,1400.24%1,169,291CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$134,0390.23%382,194CommonSOLE
F92124100TTETOTALENERGIES SE$132,2200.23%2,024,570CommonSOLE
81762P102NOWSERVICENOW INC$131,6070.23%859,030CommonSOLE
166764100CVXCHEVRON CORP NEW$131,5160.23%862,832CommonSOLE
235851102DHRDANAHER CORPORATION$131,2930.23%573,028CommonSOLE
458140100INTCINTEL CORP$130,8100.23%3,542,619CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$129,6810.23%637,563CommonSOLE
780087102RYROYAL BK CDA$128,0490.22%749,778CommonSOLE
253868103DLRDIGITAL RLTY TR INC$127,8560.22%826,040CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$127,1200.22%489,640CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$126,4750.22%686,452CommonSOLE
20030N101CMCSACOMCAST CORP NEW$125,2630.22%4,188,897CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$124,1710.22%511,914CommonSOLE
032654105ADIANALOG DEVICES INC$123,5940.22%455,685CommonSOLE
58155Q103MCKMCKESSON CORP$122,8380.21%149,651CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$120,3560.21%1,204,018CommonSOLE
756109104OREALTY INCOME CORP$119,5790.21%2,120,422CommonSOLE
12572Q105CMECME GROUP INC$118,9860.21%435,438CommonSOLE
688239201OSKOSHKOSH CORP$117,3190.20%932,967CommonSOLE
82509L107SHOPSHOPIFY INC$116,7490.20%725,071CommonSOLE
548661107LOWLOWES COS INC$113,6170.20%470,823CommonSOLE
882508104TXNTEXAS INSTRS INC$111,2300.19%641,038CommonSOLE
032095101APHAMPHENOL CORP NEW$111,1280.19%821,955CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$110,5740.19%1,159,096CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$105,4440.18%224,919CommonSOLE
969457100WMBWILLIAMS COS INC$102,3280.18%1,701,695CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$101,1510.18%870,924CommonSOLE
G29183103ETNEATON CORP PLC$100,1180.17%314,157CommonSOLE
125523100CITHE CIGNA GROUP$99,8450.17%362,545CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$98,0420.17%750,966CommonSOLE
278865100ECLECOLAB INC$97,4950.17%371,001CommonSOLE
743315103PGRPROGRESSIVE CORP$93,0290.16%408,252CommonSOLE
863667101SYKSTRYKER CORPORATION$92,4460.16%262,959CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$92,3920.16%1,581,999CommonSOLE
H1467J104CBCHUBB LIMITED$90,2450.16%288,975CommonSOLE
09260D107BXBLACKSTONE INC$88,2640.15%572,284CommonSOLE
816851109SRESEMPRA$87,8760.15%995,015CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$87,8750.15%281,027CommonSOLE
48251W104KKRKKR & CO INC$87,5800.15%686,624CommonSOLE
891160509TDTORONTO DOMINION BK ONT$87,0200.15%922,186CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$85,1810.15%1,676,291CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$85,0830.15%187,604CommonSOLE
03073E105CORCENCORA INC$85,0580.15%251,655CommonSOLE
92276F100VTRVENTAS INC$83,2040.14%1,075,287CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$80,0040.14%1,106,498CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$78,7470.14%2,864,140CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$77,3860.13%455,897CommonSOLE
718172109PMPHILIP MORRIS INTL INC$76,7790.13%478,441CommonSOLE
75513E101RTXRTX CORPORATION$76,5540.13%417,149CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$74,6440.13%894,069CommonSOLE
94106L109WMWASTE MGMT INC DEL$73,5780.13%334,703CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$73,1960.13%126,019CommonSOLE
701094104PHPARKER-HANNIFIN CORP$73,1130.13%83,135CommonSOLE
501044101KRKROGER CO$71,8960.13%1,149,918CommonSOLE
26875P101EOGEOG RES INC$71,8560.13%684,249CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$71,2480.12%610,000CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$71,0080.12%855,153CommonSOLE
871607107SNPSSYNOPSYS INC$68,5460.12%145,902CommonSOLE
20825C104COPCONOCOPHILLIPS$68,4500.12%731,056CommonSOLE
25809K105DASHDOORDASH INC$67,9530.12%299,913CommonSOLE
87807B107TRPTC ENERGY CORP$67,9290.12%1,236,707CommonSOLE
40412C101HCAHCA HEALTHCARE INC$67,1250.12%143,801CommonSOLE
745867101PHMPULTE GROUP INC$66,8630.12%569,780CommonSOLE
682680103OKEONEOK INC NEW$66,2840.12%901,125CommonSOLE
855244109SBUXSTARBUCKS CORP$66,2440.12%786,254CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$66,2400.12%170,097CommonSOLE
464288257ACWIISHARES TR$66,2000.12%467,617CommonSOLE
56501R106MFCMANULIFE FINL CORP$66,1540.12%1,819,979CommonSOLE
615369105MCOMOODYS CORP$65,1860.11%127,547CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$65,0400.11%358,786CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$64,2670.11%2,228,176CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$63,6910.11%293,601CommonSOLE
219350105GLWCORNING INC$62,7120.11%715,903CommonSOLE
40434L105HPQHP INC$62,5630.11%2,806,457CommonSOLE
209115104EDCONSOLIDATED EDISON INC$62,3840.11%627,913CommonSOLE
722304102PDDPDD HOLDINGS INC$62,2020.11%548,649CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$61,8530.11%213,098CommonSOLE
34959E109FTNTFORTINET INC$61,1140.11%769,584CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$60,9980.11%468,140CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$60,6080.11%664,282CommonSOLE
925652109VICIVICI PPTYS INC$60,2340.10%2,141,569CommonSOLE
443201108HWMHOWMET AEROSPACE INC$59,7640.10%291,350CommonSOLE
806857108SLBSLB LIMITED$59,2220.10%1,542,737CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$58,5010.10%739,997CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$58,0800.10%75,218CommonSOLE
31428X106FDXFEDEX CORP$57,2500.10%198,056CommonSOLE
902973304USBUS BANCORP DEL$56,8010.10%1,064,123CommonSOLE
22822V101CCICROWN CASTLE INC$56,2180.10%632,263CommonSOLE
18915M107NETCLOUDFLARE INC$56,0100.10%284,048CommonSOLE
69331C108PCGPG&E CORP$55,9740.10%3,477,001CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$55,4280.10%319,293CommonSOLE
052769106ADSKAUTODESK INC$55,3290.10%186,840CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$55,2340.10%471,078CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$55,2280.10%264,535CommonSOLE
871829107SYYSYSCO CORP$55,2090.10%748,666CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$54,9780.10%1,040,129CommonSOLE
097023105BABOEING CO$54,6920.10%251,865CommonSOLE
842587107SOSOUTHERN CO$54,4060.09%623,651CommonSOLE
031100100AMEAMETEK INC$53,5280.09%260,556CommonSOLE
30040W108ESEVERSOURCE ENERGY$53,1530.09%789,040CommonSOLE
58733R102MELIMERCADOLIBRE INC$52,8870.09%26,243CommonSOLE
172908105CTASCINTAS CORP$52,7020.09%280,134CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$52,2430.09%707,477CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$51,8720.09%159,988CommonSOLE
001055102AFLAFLAC INC$51,7730.09%469,282CommonSOLE
609207105MDLZMONDELEZ INTL INC$51,7380.09%961,110CommonSOLE
053332102AZOAUTOZONE INC$51,2310.09%15,092CommonSOLE
922908363VOOVANGUARD INDEX FDS$51,1950.09%81,584CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$51,0650.09%207,227CommonSOLE
49177J102KVUEKENVUE INC$50,8510.09%2,942,873CommonSOLE
29476L107EQREQUITY RESIDENTIAL$50,7130.09%804,243CommonSOLE
438516106HONHONEYWELL INTL INC$50,0840.09%256,571CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$50,0640.09%193,341CommonSOLE
231021106CMICUMMINS INC$49,9630.09%97,862CommonSOLE
281020107EIXEDISON INTL$49,4580.09%823,447CommonSOLE
693718108PCARPACCAR INC$49,3700.09%450,844CommonSOLE
761152107RMDRESMED INC$49,3530.09%204,696CommonSOLE
98138H101WDAYWORKDAY INC$49,3450.09%229,683CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$49,2070.09%356,833CommonSOLE
87612E106TGTTARGET CORP$49,1520.09%502,540CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$49,1030.09%54,156CommonSOLE
311900104FASTFASTENAL CO$48,0890.08%1,197,885CommonSOLE
23804L103DDOGDATADOG INC$48,0740.08%353,452CommonSOLE
87612G101TRGPTARGA RES CORP$48,0340.08%260,242CommonSOLE
98978V103ZTSZOETIS INC$47,8890.08%380,511CommonSOLE
571903202MARMARRIOTT INTL INC NEW$47,8770.08%154,279CommonSOLE
88579Y101MMM3M CO$47,7080.08%297,890CommonSOLE
833445109SNOWSNOWFLAKE INC$47,6420.08%217,167CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$47,1750.08%740,406CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$46,9850.08%122,525CommonSOLE
020002101ALLALLSTATE CORP$46,5890.08%223,710CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$46,4680.08%453,644CommonSOLE
063671101BMOBANK MONTREAL QUE$46,4110.08%356,827CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$45,4250.08%162,805CommonSOLE
45168D104IDXXIDEXX LABS INC$45,2760.08%66,894CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$45,1800.08%219,733CommonSOLE
98419M100XYLXYLEM INC$44,9090.08%329,715CommonSOLE
665859104NTRSNORTHERN TR CORP$44,7220.08%327,210CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$44,6320.08%155,328CommonSOLE
126408103CSXCSX CORP$43,6450.08%1,203,199CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$43,6210.08%235,365CommonSOLE
778296103ROSTROSS STORES INC$42,8060.07%237,515CommonSOLE
146869102CVNACARVANA CO$42,6520.07%100,984CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$42,4510.07%146,945CommonSOLE
13321L108CCJCAMECO CORP$42,3980.07%462,877CommonSOLE
880770102TERTERADYNE INC$42,3710.07%219,080CommonSOLE
59156R108METMETLIFE INC$42,3190.07%535,800CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$42,0820.07%548,582CommonSOLE
278642103EBAYEBAY INC.$41,7480.07%479,169CommonSOLE
03076C106AMPAMERIPRISE FINL INC$41,6050.07%84,811CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$41,5030.07%418,265CommonSOLE
12504L109CBRECBRE GROUP INC$41,4910.07%257,808CommonSOLE
075887109BDXBECTON DICKINSON & CO$41,1130.07%211,695CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$40,4200.07%472,141CommonSOLE
911363109URIUNITED RENTALS INC$40,3480.07%49,827CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$40,1960.07%443,063CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$39,2580.07%488,605CommonSOLE
297178105ESSESSEX PPTY TR INC$39,0940.07%149,356CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$38,8390.07%852,694CommonSOLE
74762E102QUREQUANTA SVCS INC$38,1220.07%90,335CommonSOLE
91913Y100VLOVALERO ENERGY CORP$37,7300.07%231,705CommonSOLE
56585A102MPCMARATHON PETE CORP$37,4270.07%230,081CommonSOLE
893641100TDGTRANSDIGM GROUP INC$37,2920.06%28,021CommonSOLE
192422103CGNXCOGNEX CORP$36,6560.06%1,018,857CommonSOLE
518439104ELLAUDER ESTEE COS INC$36,3980.06%347,406CommonSOLE
345370860FFORD MTR CO$36,2970.06%2,763,718CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$35,8570.06%410,310CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$35,4480.06%79,606CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$35,2470.06%137,612CommonSOLE
46187W107INVHINVITATION HOMES INC$34,5180.06%1,241,360CommonSOLE
90364P105PATHUIPATH INC$34,5000.06%2,107,481CommonSOLE
760759100RSGREPUBLIC SVCS INC$34,4910.06%162,732CommonSOLE
988498101YUMYUM BRANDS INC$34,4320.06%227,524CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$34,2410.06%548,020CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$33,6090.06%522,274CommonSOLE
852234103XYZBLOCK INC$33,3730.06%512,509CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$33,2860.06%390,355CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$33,2790.06%288,557CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$33,0770.06%238,068CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$33,0760.06%862,248CommonSOLE
92936U109WPCWP CAREY INC$32,7620.06%508,893CommonSOLE
427866108HSYHERSHEY CO$32,7550.06%179,755CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$32,6470.06%881,553CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$32,3730.06%237,797CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$32,3310.06%66,802CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$32,2830.06%319,858CommonSOLE
958102105WDCWESTERN DIGITAL CORP$32,1970.06%186,900CommonSOLE
049560105ATOATMOS ENERGY CORP$31,8370.06%189,814CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$31,7950.06%1,323,156CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$31,4070.05%110,838CommonSOLE
291011104EMREMERSON ELEC CO$31,2700.05%235,515CommonSOLE
929160109VMCVULCAN MATLS CO$31,1400.05%109,099CommonSOLE
744320102PRUPRUDENTIAL FINL INC$31,0180.05%274,771CommonSOLE
55354G100MSCIMSCI INC$30,9660.05%53,938CommonSOLE
349553107FTSFORTIS INC$30,7600.05%591,059CommonSOLE
N82405106STLASTELLANTIS N.V$30,6560.05%2,757,547CommonSOLE
452327109ILMNILLUMINA INC$30,6250.05%233,624CommonSOLE
550021109LULULULULEMON ATHLETICA INC$30,5780.05%147,037CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$30,5490.05%350,039CommonSOLE
496902404KGCKINROSS GOLD CORP$30,5470.05%1,083,085CommonSOLE
02209S103MOALTRIA GROUP INC$30,4660.05%528,032CommonSOLE
22052L104CTVACORTEVA INC$30,4110.05%453,450CommonSOLE
337738108FISVFISERV INC$30,0900.05%447,786CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$30,0190.05%238,407CommonSOLE
89832Q109TFCTRUIST FINL CORP$29,8170.05%605,622CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$29,7870.05%491,259CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29,3670.05%118,819CommonSOLE
718546104PSXPHILLIPS 66$29,1950.05%226,118CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$29,1500.05%150,629CommonSOLE
670346105NUENUCOR CORP$29,0620.05%178,114CommonSOLE
303250104FICOFAIR ISAAC CORP$29,0570.05%17,194CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$29,0130.05%654,346CommonSOLE
23331A109DHID R HORTON INC$28,8440.05%200,206CommonSOLE
46266C105IQVIQVIA HLDGS INC$28,6120.05%126,854CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$28,5890.05%50,115CommonSOLE
49446R109KIMKIMCO RLTY CORP$28,3670.05%1,399,158CommonSOLE
98980G102ZSZSCALER INC$28,1600.05%125,173CommonSOLE
351858105FNVFRANCO NEV CORP$28,0770.05%135,915CommonSOLE
866674104SUISUN CMNTYS INC$27,9600.05%225,711CommonSOLE
46284V101IRMIRON MTN INC DEL$27,9480.05%336,935CommonSOLE
05464C101AXONAXON ENTERPRISE INC$27,9450.05%49,186CommonSOLE
92840M102VSTVISTRA CORP$27,8070.05%172,301CommonSOLE
679295105OKTAOKTA INC$27,7710.05%321,147CommonSOLE
04010L103ARCCARES CAPITAL CORP$27,6620.05%1,363,669CommonSOLE
81141R100SESEA LTD$27,6100.05%216,499CommonSOLE
444859102HUMHUMANA INC$27,4160.05%106,936CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$27,0050.05%963,751CommonSOLE
256677105DGDOLLAR GEN CORP NEW$26,8200.05%201,962CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$26,7000.05%81,218CommonSOLE
370334104GISGENERAL MLS INC$26,5720.05%571,083CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$26,4880.05%118,369CommonSOLE
369550108GDGENERAL DYNAMICS CORP$26,3300.05%78,197CommonSOLE
25746U109DDOMINION ENERGY INC$26,1990.05%446,993CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$26,1840.05%687,045CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$26,0420.05%399,974CommonSOLE
H2906T109GRMNGARMIN LTD$25,7690.04%126,957CommonSOLE
62944T105NVRNVR INC$25,7600.04%3,529CommonSOLE
316773100FITBFIFTH THIRD BANCORP$25,7230.04%549,577CommonSOLE
704326107PAYXPAYCHEX INC$25,5310.04%227,490CommonSOLE
98389B100XELXCEL ENERGY INC$24,9220.04%337,306CommonSOLE
171779309CIENCIENA CORP$24,7270.04%105,826CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$24,6100.04%110,232CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$24,5060.04%763,310CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$24,3520.04%39,099CommonSOLE
92343E102VRSNVERISIGN INC$24,3460.04%100,193CommonSOLE
256746108DLTRDOLLAR TREE INC$24,1390.04%196,183CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$23,8910.04%534,450CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$23,8890.04%359,298CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$23,7870.04%146,828CommonSOLE
101121101BXPBXP INC$23,7370.04%351,669CommonSOLE
758849103REGREGENCY CTRS CORP$23,5820.04%341,554CommonSOLE
29364G103ETRENTERGY CORP NEW$23,5230.04%254,350CommonSOLE
929740108WABWABTEC$23,4900.04%110,061CommonSOLE
60937P106MDBMONGODB INC$23,2930.04%55,482CommonSOLE
922475108VEEVVEEVA SYS INC$23,2320.04%104,025CommonSOLE
65473P105NINISOURCE INC$23,1980.04%555,261CommonSOLE
136375102CNICANADIAN NATL RY CO$23,1800.04%234,030CommonSOLE
695156109PKGPACKAGING CORP AMER$23,1720.04%112,286CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$23,0930.04%1,436,748CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$23,0300.04%91,697CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$23,0280.04%57,879CommonSOLE
217204106CPRTCOPART INC$22,9570.04%586,123CommonSOLE
902653104UDRUDR INC$22,8870.04%623,684CommonSOLE
315616102FFIVF5 INC$22,6710.04%88,819CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$22,5380.04%360,558CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$22,5190.04%391,530CommonSOLE
771049103RBLXROBLOX CORP$22,4850.04%277,450CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$22,4690.04%449,223CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$22,4410.04%1,266,153CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$22,4340.04%128,393CommonSOLE
133131102CPTCAMDEN PPTY TR$22,3800.04%203,278CommonSOLE
90384S303ULTAULTA BEAUTY INC$22,1200.04%36,544CommonSOLE
172062101CINFCINCINNATI FINL CORP$21,9360.04%134,280CommonSOLE
143658300CCL1EURCARNIVAL CORP$21,8510.04%715,171CommonSOLE
460146103IPINTERNATIONAL PAPER CO$21,6490.04%549,418CommonSOLE
268150109DTDYNATRACE INC$21,6420.04%499,428CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$21,3790.04%136,368CommonSOLE
14316J108CGCARLYLE GROUP INC$21,3100.04%360,547CommonSOLE
277276101EGPEASTGROUP PPTYS INC$21,0080.04%118,002CommonSOLE
775711104ROLROLLINS INC$20,9240.04%348,522CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$20,7260.04%240,054CommonSOLE
55261F104MTBM & T BK CORP$20,6460.04%102,440CommonSOLE
74758T303QLYSQUALYS INC$20,4940.04%154,351CommonSOLE
247361702DALDELTA AIR LINES INC DEL$20,4220.04%294,275CommonSOLE
294429105EFXEQUIFAX INC$20,4030.04%93,990CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$20,3260.04%1,172,542CommonSOLE
594972408MSTRSTRATEGY INC$20,2990.04%133,605CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$20,0800.03%519,033CommonSOLE
14174T107CTRECARETRUST REIT INC$20,0270.03%554,059CommonSOLE
343412102FLRFLUOR CORP NEW$19,8990.03%501,327CommonSOLE
92939U106WECWEC ENERGY GROUP INC$19,7850.03%187,554CommonSOLE
559222401MGAMAGNA INTL INC$19,6890.03%369,754CommonSOLE
252131107DXCMDEXCOM INC$19,6650.03%296,181CommonSOLE
02319V103ABEVAMBEV SA$19,6060.03%7,830,792CommonSOLE
260003108DOVDOVER CORP$19,5510.03%100,099CommonSOLE
90138F102TWLOTWILIO INC$19,4640.03%136,820CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$19,4480.03%129,388CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$19,3370.03%119,621CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$19,2430.03%136,991CommonSOLE
31188V100FSLYFASTLY INC$19,2020.03%1,888,106CommonSOLE
64110D104NTAPNETAPP INC$19,0930.03%178,246CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$18,9890.03%518,348CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$18,7430.03%108,303CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$18,6870.03%356,807CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$18,6730.03%101,414CommonSOLE
45687V106IRINGERSOLL RAND INC$18,4580.03%232,933CommonSOLE
705573103PEGAPEGASYSTEMS INC$18,4580.03%309,219CommonSOLE
896239100TRMBTRIMBLE INC$18,4490.03%235,349CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$18,4380.03%458,433CommonSOLE
35137L105FOXAFOX CORP$18,2200.03%249,170CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$18,2010.03%217,036CommonSOLE
229663109CUBECUBESMART$18,1650.03%503,925CommonSOLE
09062X103BIIBBIOGEN INC$18,1520.03%103,100CommonSOLE
682189105ONON SEMICONDUCTOR CORP$18,0250.03%332,743CommonSOLE
008492100ADCAGREE RLTY CORP$18,0230.03%250,203CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$18,0160.03%577,093CommonSOLE
15135B101CNCCENTENE CORP DEL$17,9970.03%437,032CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$17,9720.03%203,653CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$17,8830.03%340,953CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$17,8820.03%60,878CommonSOLE
231561101CWCURTISS WRIGHT CORP$17,8800.03%32,431CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$17,6750.03%194,824CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$17,6420.03%672,999CommonSOLE
500754106KHCKRAFT HEINZ CO$17,5400.03%723,268CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$17,4010.03%453,568CommonSOLE
336433107FSLRFIRST SOLAR INC$17,3930.03%66,572CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$17,3890.03%108,218CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$17,3350.03%296,663CommonSOLE
084423102WRBBERKLEY W R CORP$17,2950.03%246,555CommonSOLE
637417106NNNNNN REIT INC$17,2010.03%434,111CommonSOLE
942622200WSOWATSCO INC$17,1880.03%50,912CommonSOLE
668771108GENGEN DIGITAL INC$17,1040.03%628,837CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$17,0860.03%35,096CommonSOLE
372460105GPCGENUINE PARTS CO$17,0700.03%138,722CommonSOLE
941848103WATWATERS CORP$17,0700.03%44,920CommonSOLE
72352L106PINSPINTEREST INC$17,0630.03%659,391CommonSOLE
37940X102GPNGLOBAL PMTS INC$16,9040.03%218,365CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$16,7690.03%292,752CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$16,5670.03%116,204CommonSOLE
464287556IBBISHARES TR$16,3930.03%97,073CommonSOLE
12532H104GIBCGI INC$16,3410.03%176,745CommonSOLE
876030107TPRTAPESTRY INC$16,1700.03%126,562CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15,9360.03%236,960CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$15,7600.03%581,197CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$15,7320.03%321,340CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$15,4920.03%138,509CommonSOLE
878742204TECKTECK RESOURCES LTD$15,4240.03%322,141CommonSOLE
366651107ITGARTNER INC$15,3740.03%60,886CommonSOLE
85472N109STNSTANTEC INC$15,3580.03%162,648CommonSOLE
830830105SKYCHAMPION HOMES INC$15,1730.03%179,419CommonSOLE
88146M101TRNOTERRENO RLTY CORP$15,1510.03%258,121CommonSOLE
55024U109LITELUMENTUM HLDGS INC$15,1430.03%41,107CommonSOLE
85254J102STAGSTAG INDL INC$15,0820.03%410,422CommonSOLE
74624M102PPURE STORAGE INC$15,0360.03%224,348CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$15,0070.03%10,761CommonSOLE
086516101BBYBEST BUY INC$14,8620.03%222,012CommonSOLE
629377508NRGNRG ENERGY INC$14,6630.03%92,002CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$14,6490.03%154,928CommonSOLE
199908104FIXCOMFORT SYS USA INC$14,6210.03%15,674CommonSOLE
443573100HUBSHUBSPOT INC$14,4570.03%36,012CommonSOLE
67077M108NTRNUTRIEN LTD$14,3790.03%233,118CommonSOLE
88025T102TENBTENABLE HLDGS INC$14,2110.02%604,198CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$14,1660.02%301,134CommonSOLE
127097103CTRACOTERRA ENERGY INC$14,1510.02%537,480CommonSOLE
384109104GGGGRACO INC$14,0430.02%171,276CommonSOLE
466313103JBLJABIL INC$13,8740.02%60,810CommonSOLE
653656108NICENICE LTD$13,8270.02%122,353CommonSOLE
858119100STLDSTEEL DYNAMICS INC$13,8120.02%81,521CommonSOLE
233331107DTEDTE ENERGY CO$13,7990.02%106,960CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$13,7590.02%99,730CommonSOLE
256163106DOCUDOCUSIGN INC$13,6730.02%199,914CommonSOLE
526057104LENLENNAR CORP$13,6100.02%132,352CommonSOLE
337932107FEFIRSTENERGY CORP$13,5090.02%301,614CommonSOLE
204166102CVLTCOMMVAULT SYS INC$13,3300.02%106,331CommonSOLE
26884L109EQTEQT CORP$13,2970.02%248,022CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$13,2860.02%560,369CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$13,2720.02%48,223CommonSOLE
29084Q100EMEEMCOR GROUP INC$12,9800.02%21,204CommonSOLE
125896100CMSCMS ENERGY CORP$12,9540.02%185,184CommonSOLE
759509102RSRELIANCE INC$12,7470.02%44,151CommonSOLE
012653101ALBALBEMARLE CORP$12,6480.02%89,429CommonSOLE
122017106BURLBURLINGTON STORES INC$12,6290.02%43,707CommonSOLE
493267108KEYKEYCORP$12,5610.02%608,589CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$12,5020.02%228,976CommonSOLE
142339100CSLCARLISLE COS INC$12,3910.02%38,753CommonSOLE
65340P106NXENEXGEN ENERGY LTD$12,3170.02%1,338,800CommonSOLE
67059N108NTNXNUTANIX INC$12,3060.02%238,058CommonSOLE
443510607HUBBHUBBELL INC$12,3040.02%27,691CommonSOLE
147528103CASYCASEYS GEN STORES INC$12,1890.02%22,064CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12,1750.02%58,309CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$12,0990.02%84,329CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$12,0890.02%75,213CommonSOLE
969904101WSMWILLIAMS SONOMA INC$12,0590.02%67,538CommonSOLE
929042109VNOVORNADO RLTY TR$11,9860.02%360,071CommonSOLE
912008109USFDUS FOODS HLDG CORP$11,9040.02%158,077CommonSOLE
023608102AEEAMEREN CORP$11,9040.02%119,154CommonSOLE
69370C100PTCPTC INC$11,8850.02%68,198CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$11,8140.02%398,594CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$11,7960.02%23,088CommonSOLE
554382101MACMACERICH CO$11,7800.02%638,719CommonSOLE
89400J107TRUTRANSUNION$11,6600.02%135,980CommonSOLE
780287108RGLDROYAL GOLD INC$11,6440.02%52,404CommonSOLE
681919106OMCOMNICOM GROUP INC$11,6410.02%144,109CommonSOLE
872657101TPGTPG INC$11,5280.02%180,439CommonSOLE
49803T300KRGKITE RLTY GROUP TR$11,4510.02%477,884CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$11,4510.02%240,327CommonSOLE
579780206MKCMCCORMICK & CO INC$11,4320.02%167,807CommonSOLE
12514G108CDWCDW CORP$11,3920.02%83,612CommonSOLE
013872106AAALCOA CORP$11,2920.02%212,597CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$11,2860.02%75,684CommonSOLE
693506107PPGPPG INDS INC$11,2520.02%109,844CommonSOLE
697900108PAASPAN AMERN SILVER CORP$11,2400.02%216,733CommonSOLE
013091103ACIALBERTSONS COS INC$11,1640.02%650,018CommonSOLE
753422104RPDRAPID7 INC$11,1450.02%733,656CommonSOLE
407497106HLNEHAMILTON LANE INC$11,0200.02%82,015CommonSOLE
540424108LLOEWS CORP$10,9370.02%103,803CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$10,9110.02%122,266CommonSOLE
69351T106PPLPPL CORP$10,8510.02%309,574CommonSOLE
833034101SNASNAP ON INC$10,8200.02%31,392CommonSOLE
136385101CNQCANADIAN NAT RES LTD$10,8100.02%318,810CommonSOLE

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.