MondegarAI
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

Q2 2025 · 13F-HR

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMholdings as filed

Filed 2025-08-14 · accession 0001081019-25-000018

$90.04B
Reported value
2,957
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM · Q2 2025

AI · grounded in 13F

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM established a new position in NVDA valued at $6.03B. The fund also initiated new stakes in MSFT for $5.52B and AAPL for $4.83B. Additional new positions include AMZN at $3.29B and META at $2.54B.

Holdings as filed

First 500 of 2957

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$6.03B6.70%38,187,028CommonSOLE
594918104MSFTMICROSOFT CORP$5.52B6.13%11,103,803CommonSOLE
037833100AAPLAPPLE INC$4.83B5.37%23,559,112CommonSOLE
023135106AMZNAMAZON COM INC$3.29B3.66%15,005,231CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$2.54B2.82%3,437,896CommonSOLE
11135F101AVGOBROADCOM INC$1.93B2.15%7,019,513CommonSOLE
02079K305GOOGLALPHABET INC CL A$1.66B1.84%9,403,282CommonSOLE
88160R101TSLATESLA INC$1.44B1.60%4,536,053CommonSOLE
02079K107GOOGALPHABET INC CL C$1.33B1.48%7,509,527CommonSOLE
46625H100JPMJPMORGAN CHASE CO$1.27B1.41%4,374,152CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.03B1.14%2,113,265CommonSOLE
532457108LLYELI LILLY CO$985.6M1.09%1,264,371CommonSOLE
92826C839VVISA INC CLASS A SHARES$961.4M1.07%2,707,661CommonSOLE
64110L106NFLXNETFLIX INC$899.3M1.00%671,567CommonSOLE
57636Q104MAMASTERCARD INC A$721.2M0.80%1,283,362CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$698.9M0.78%706,010CommonSOLE
931142103WMTWALMART INC$677.0M0.75%6,923,411CommonSOLE
478160104JNJJOHNSON JOHNSON$595.7M0.66%3,899,683CommonSOLE
742718109PGPROCTER GAMBLE CO THE$594.1M0.66%3,729,159CommonSOLE
68389X105ORCLORACLE CORP$576.5M0.64%2,637,029CommonSOLE
437076102HDHOME DEPOT INC$570.1M0.63%1,554,931CommonSOLE
30231G102XOMEXXON MOBIL CORP$558.5M0.62%5,180,713CommonSOLE
060505104BACBANK OF AMERICA CORP$533.9M0.59%11,281,735CommonSOLE
00287Y109ABBVABBVIE INC$516.6M0.57%2,782,977CommonSOLE
191216100KOCOCA COLA CO THE$470.7M0.52%6,652,424CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC A$456.0M0.51%3,344,999CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$443.6M0.49%1,421,816CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$437.8M0.49%6,310,706CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$433.7M0.48%1,471,253CommonSOLE
369604301GEGENERAL ELECTRIC$429.7M0.48%1,669,560CommonSOLE
949746101WMT2WELLS FARGO CO$408.8M0.45%5,102,606CommonSOLE
79466L302CRMSALESFORCE INC$407.9M0.45%1,495,725CommonSOLE
002824100ABTABBOTT LABORATORIES$372.4M0.41%2,737,865CommonSOLE
007903107AMDADVANCED MICRO DEVICES$361.3M0.40%2,546,368CommonSOLE
254687106DISWALT DISNEY CO THE$355.2M0.39%2,864,399CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$345.6M0.38%488,364CommonSOLE
461202103INTUINTUIT INC$343.0M0.38%435,480CommonSOLE
580135101MCDMCDONALD S CORP$335.1M0.37%1,147,103CommonSOLE
00206R102TATT INC$331.7M0.37%11,463,045CommonSOLE
81762P102NOWSERVICENOW INC$330.7M0.37%321,684CommonSOLE
58933Y105MRKMERCK CO INC$321.7M0.36%4,063,309CommonSOLE
75513E101RTXRTX CORP$309.2M0.34%2,117,633CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$306.1M0.34%52,877CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$304.7M0.34%560,780CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$294.4M0.33%1,417,805CommonSOLE
G1151C101ACNACCENTURE PLC CL A$293.9M0.33%983,411CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$293.1M0.33%6,773,898CommonSOLE
G54950103LINLINDE PLC$293.0M0.33%624,496CommonSOLE
713448108PEPPEPSICO INC$292.0M0.32%2,211,695CommonSOLE
149123101CATCATERPILLAR INC$291.9M0.32%751,795CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$284.5M0.32%3,048,888CommonSOLE
166764100CVXCHEVRON CORP$283.9M0.32%1,982,667CommonSOLE
747525103QCOMQUALCOMM INC$279.4M0.31%1,754,184CommonSOLE
025816109AXPAMERICAN EXPRESS CO$276.3M0.31%866,120CommonSOLE
617446448MSMORGAN STANLEY$261.3M0.29%1,855,318CommonSOLE
00724F101ADBEADOBE INC$258.9M0.29%669,209CommonSOLE
78409V104SPGISP GLOBAL INC$258.8M0.29%490,874CommonSOLE
172967424CCITIGROUP INC$256.3M0.28%3,010,919CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$255.2M0.28%2,375,918CommonSOLE
097023105BABOEING CO THE$247.4M0.27%1,180,677CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$246.4M0.27%2,701,032CommonSOLE
743315103PGRPROGRESSIVE CORP$244.4M0.27%915,651CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$244.1M0.27%602,031CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$243.3M0.27%1,044,920CommonSOLE
09290D101BLKBLACKROCK INC$240.6M0.27%229,266CommonSOLE
031162100AMGNAMGEN INC$238.9M0.27%855,500CommonSOLE
038222105AMATAPPLIED MATERIALS INC$238.2M0.26%1,301,279CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORP$235.8M0.26%16,445,728CommonSOLE
36828A101GEVGE VERNOVA INC$229.9M0.26%434,392CommonSOLE
717081103PFEPFIZER INC$225.5M0.25%9,304,343CommonSOLE
G29183103ETNEATON CORP PLC$222.5M0.25%623,214CommonSOLE
375558103GILDGILEAD SCIENCES INC$219.9M0.24%1,983,514CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$217.5M0.24%6,094,960CommonSOLE
872540109TJXTJX COMPANIES INC$216.8M0.24%1,755,476CommonSOLE
863667101SYKSTRYKER CORP$216.0M0.24%546,066CommonSOLE
595112103MUMICRON TECHNOLOGY INC$215.5M0.24%1,748,204CommonSOLE
907818108UNPUNION PACIFIC CORP$214.2M0.24%930,774CommonSOLE
682680103OKEONEOK INC$211.3M0.23%2,588,532CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$209.8M0.23%1,025,330CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$206.2M0.23%969,189CommonSOLE
244199105DEDEERE CO$204.7M0.23%402,518CommonSOLE
235851102DHRDANAHER CORP$202.8M0.23%1,026,557CommonSOLE
512807306LRCXLAM RESEARCH CORP$199.1M0.22%2,045,341CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$199.1M0.22%645,551CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC A$195.6M0.22%384,031CommonSOLE
548661107LOWLOWE S COS INC$194.6M0.22%877,310CommonSOLE
65339F101NEENEXTERA ENERGY INC$192.6M0.21%2,774,839CommonSOLE
032095101APHAMPHENOL CORP CL A$188.7M0.21%1,911,185CommonSOLE
482480100KLACKLA CORP$187.1M0.21%208,917CommonSOLE
032654105ADIANALOG DEVICES INC$187.0M0.21%785,664CommonSOLE
G5960L103MDTMEDTRONIC PLC$183.1M0.20%2,100,759CommonSOLE
58733R102MELIMERCADOLIBRE INC$182.0M0.20%69,643CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$177.0M0.20%397,640CommonSOLE
872590104TMUST MOBILE US INC$176.4M0.20%740,361CommonSOLE
H1467J104CBCHUBB LTD$174.5M0.19%602,189CommonSOLE
571748102MRSHMARSH MCLENNAN COS$172.8M0.19%790,336CommonSOLE
040413205ANETARISTA NETWORKS INC$171.6M0.19%1,677,315CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$170.4M0.19%929,022CommonSOLE
12572Q105CMECME GROUP INC$167.4M0.19%607,539CommonSOLE
09260D107BXBLACKSTONE INC$166.3M0.18%1,111,720CommonSOLE
855244109SBUXSTARBUCKS CORP$166.0M0.18%1,811,659CommonSOLE
21037T109CEGCONSTELLATION ENERGY$161.7M0.18%500,849CommonSOLE
03027X100AMTAMERICAN TOWER CORP$160.2M0.18%724,828CommonSOLE
337738108FISVFISERV INC$158.0M0.18%916,437CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$157.5M0.17%3,401,880CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$156.9M0.17%338,682CommonSOLE
594972408MSTRMICROSTRATEGY INC CL A$156.8M0.17%387,910CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$156.7M0.17%358,227CommonSOLE
95040Q104WELLWELLTOWER INC$156.6M0.17%1,018,677CommonSOLE
74340W103PLDPROLOGIS INC$155.1M0.17%1,475,567CommonSOLE
458140100INTCINTEL CORP$154.9M0.17%6,917,026CommonSOLE
58155Q103MCKMCKESSON CORP$147.9M0.16%201,830CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$144.7M0.16%188,604CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC A$144.6M0.16%2,144,355CommonSOLE
25809K105DASHDOORDASH INC A$143.2M0.16%580,722CommonSOLE
125523100CITHE CIGNA GROUP$142.6M0.16%431,467CommonSOLE
893641100TDGTRANSDIGM GROUP INC$141.7M0.16%93,163CommonSOLE
036752103ELVELEVANCE HEALTH INC$140.7M0.16%361,795CommonSOLE
824348106SHWSHERWIN WILLIAMS CO THE$140.3M0.16%408,562CommonSOLE
701094104PHPARKER HANNIFIN CORP$140.2M0.16%200,684CommonSOLE
20825C104COPCONOCOPHILLIPS$136.3M0.15%1,518,313CommonSOLE
126650100CVSCVS HEALTH CORP$136.1M0.15%1,972,798CommonSOLE
969457100WMBWILLIAMS COS INC$133.5M0.15%2,125,808CommonSOLE
654106103NKENIKE INC CL B$132.0M0.15%1,858,007CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$131.7M0.15%427,391CommonSOLE
278865100ECLECOLAB INC$130.8M0.15%485,583CommonSOLE
05722G100BKRBAKER HUGHES CO$129.7M0.14%3,382,717CommonSOLE
88579Y101MMM3M CO$127.0M0.14%834,214CommonSOLE
03831W108APPAPPLOVIN CORP CLASS A$126.9M0.14%362,589CommonSOLE
806857108SLBSCHLUMBERGER LTD$126.8M0.14%3,752,128CommonSOLE
48251W104KKRKKR CO INC$126.0M0.14%947,183CommonSOLE
615369105MCOMOODY S CORP$125.5M0.14%250,132CommonSOLE
363576109AJGARTHUR J GALLAGHER CO$124.8M0.14%389,897CommonSOLE
871607107SNPSSYNOPSYS INC$124.2M0.14%242,296CommonSOLE
172908105CTASCINTAS CORP$123.5M0.14%553,947CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$122.7M0.14%1,360,864CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$121.2M0.13%2,158,238CommonSOLE
842587107SOSOUTHERN CO THE$120.5M0.13%1,312,583CommonSOLE
443201108HWMHOWMET AEROSPACE INC$119.5M0.13%642,067CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$119.3M0.13%1,312,855CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$118.7M0.13%636,885CommonSOLE
29444U700EQIXEQUINIX INC$117.6M0.13%147,862CommonSOLE
291011104EMREMERSON ELECTRIC CO$117.0M0.13%877,620CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$116.6M0.13%2,690,011CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$116.2M0.13%276,393CommonSOLE
452308109ITWILLINOIS TOOL WORKS$115.8M0.13%468,543CommonSOLE
22052L104CTVACORTEVA INC$114.2M0.13%1,531,790CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$112.4M0.12%358,971CommonSOLE
98978V103ZTSZOETIS INC$112.0M0.12%718,028CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$111.6M0.12%1,056,402CommonSOLE
G0403H108AONAON PLC CLASS A$111.5M0.12%312,618CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$111.3M0.12%317,563CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$110.5M0.12%1,213,349CommonSOLE
833445109SNOWSNOWFLAKE INC$110.5M0.12%494,023CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$110.1M0.12%1,481,858CommonSOLE
26441C204DUKDUKE ENERGY CORP$109.9M0.12%931,644CommonSOLE
94106L109WMWASTE MANAGEMENT INC$109.7M0.12%479,292CommonSOLE
40412C101HCAHCA HEALTHCARE INC$108.9M0.12%284,316CommonSOLE
902973304USBUS BANCORP$108.9M0.12%2,406,013CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$108.5M0.12%217,035CommonSOLE
770700102HOODROBINHOOD MARKETS INC A$105.9M0.12%1,130,984CommonSOLE
651639106NEMNEWMONT CORP$105.7M0.12%1,813,817CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$105.5M0.12%1,362,815CommonSOLE
34959E109FTNTFORTINET INC$105.3M0.12%996,223CommonSOLE
16411R208LNGCHENIERE ENERGY INC$103.5M0.11%424,843CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$102.9M0.11%181,455CommonSOLE
052769106ADSKAUTODESK INC$101.8M0.11%328,821CommonSOLE
369550108GDGENERAL DYNAMICS CORP$101.4M0.11%347,658CommonSOLE
053332102AZOAUTOZONE INC$97.3M0.11%26,213CommonSOLE
05464C101AXONAXON ENTERPRISE INC$95.9M0.11%115,822CommonSOLE
89417E109TRVTRAVELERS COS INC THE$94.6M0.11%353,594CommonSOLE
18915M107NETCLOUDFLARE INC CLASS A$93.0M0.10%475,075CommonSOLE
126408103CSXCSX CORP$92.8M0.10%2,845,216CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$91.2M0.10%1,245,906CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$90.6M0.10%897,631CommonSOLE
03073E105CORCENCORA INC$90.6M0.10%302,083CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$90.1M0.10%1,053,094CommonSOLE
009066101ABNBAIRBNB INC CLASS A$89.3M0.10%674,435CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$88.7M0.10%2,062,282CommonSOLE
771049103RBLXROBLOX CORP CLASS A$88.1M0.10%837,654CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$87.3M0.10%615,370CommonSOLE
001055102AFLAFLAC INC$86.6M0.10%821,140CommonSOLE
74762E102QUREQUANTA SERVICES INC$86.3M0.10%228,224CommonSOLE
756109104OREALTY INCOME CORP$86.2M0.10%1,496,656CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$86.2M0.10%164,123CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$85.8M0.10%321,992CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$85.8M0.10%533,452CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$84.6M0.09%485,369CommonSOLE
075887109BDXBECTON DICKINSON AND CO$84.0M0.09%487,446CommonSOLE
020002101ALLALLSTATE CORP$82.7M0.09%410,975CommonSOLE
G87052109TELTE CONNECTIVITY PLC$82.7M0.09%490,073CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$82.5M0.09%377,644CommonSOLE
911363109URIUNITED RENTALS INC$82.1M0.09%108,962CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC DI$80.4M0.09%281,247CommonSOLE
49456B101KMIKINDER MORGAN INC$79.3M0.09%2,697,365CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$79.2M0.09%330,084CommonSOLE
92840M102VSTVISTRA CORP$78.9M0.09%407,107CommonSOLE
26875P101EOGEOG RESOURCES INC$78.8M0.09%659,055CommonSOLE
693718108PCARPACCAR INC$78.2M0.09%822,962CommonSOLE
30161N101EXCEXELON CORP$78.1M0.09%1,799,160CommonSOLE
59156R108METMETLIFE INC$78.0M0.09%969,473CommonSOLE
704326107PAYXPAYCHEX INC$77.8M0.09%534,548CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$77.7M0.09%1,240,199CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$77.0M0.09%144,176CommonSOLE
209115104EDCONSOLIDATED EDISON INC$76.8M0.09%765,371CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$76.8M0.09%280,999CommonSOLE
384802104GWWWW GRAINGER INC$76.4M0.08%73,473CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$76.4M0.08%304,545CommonSOLE
74460D109PSAPUBLIC STORAGE$76.3M0.08%259,873CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$75.8M0.08%545,095CommonSOLE
81141R100SESEA LTD ADR$75.8M0.08%473,930CommonSOLE
311900104FASTFASTENAL CO$75.7M0.08%1,802,941CommonSOLE
009158106APDAIR PRODUCTS CHEMICALS INC$75.2M0.08%266,730CommonSOLE
92537N108VRTVERTIV HOLDINGS CO A$75.1M0.08%584,864CommonSOLE
G25508105CRHCRH PLC$74.5M0.08%811,864CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$74.0M0.08%909,524CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$73.9M0.08%2,236,697CommonSOLE
22822V101CCICROWN CASTLE INC$73.6M0.08%716,508CommonSOLE
87612E106TGTTARGET CORP$73.2M0.08%741,599CommonSOLE
37045V100GMGENERAL MOTORS CO$72.2M0.08%1,467,028CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$72.1M0.08%429,036CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$71.4M0.08%912,966CommonSOLE
922475108VEEVVEEVA SYSTEMS INC CLASS A$70.1M0.08%243,306CommonSOLE
231021106CMICUMMINS INC$69.6M0.08%212,386CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$69.5M0.08%271,689CommonSOLE
217204106CPRTCOPART INC$69.2M0.08%1,411,198CommonSOLE
55354G100MSCIMSCI INC$69.2M0.08%120,058CommonSOLE
12504L109CBRECBRE GROUP INC A$69.1M0.08%493,250CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$69.1M0.08%128,836CommonSOLE
988498101YUMYUM BRANDS INC$68.6M0.08%462,712CommonSOLE
31428X106FDXFEDEX CORP$68.5M0.08%301,416CommonSOLE
303250104FICOFAIR ISAAC CORP$68.1M0.08%37,243CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$67.5M0.08%310,217CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWRE$67.5M0.07%277,757CommonSOLE
30040W108ESEVERSOURCE ENERGY$67.4M0.07%1,059,172CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$67.3M0.07%626,237CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$66.7M0.07%643,249CommonSOLE
49177J102KVUEKENVUE INC$66.5M0.07%3,179,536CommonSOLE
285512109EAELECTRONIC ARTS INC$66.1M0.07%414,212CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$65.6M0.07%210,609CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$65.5M0.07%61,961CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$65.0M0.07%199,316CommonSOLE
816851109SRESEMPRA$64.7M0.07%854,554CommonSOLE
760759100RSGREPUBLIC SERVICES INC$64.6M0.07%262,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$64.1M0.07%647,290CommonSOLE
778296103ROSTROSS STORES INC$63.9M0.07%500,824CommonSOLE
146869102CVNACARVANA CO$63.7M0.07%188,968CommonSOLE
540424108LLOEWS CORP$63.6M0.07%693,361CommonSOLE
031100100AMEAMETEK INC$63.1M0.07%348,445CommonSOLE
871829107SYYSYSCO CORP$62.5M0.07%824,833CommonSOLE
24703L202DELLDELL TECHNOLOGIES C$62.4M0.07%509,200CommonSOLE
929740108WABWABTEC CORP$62.0M0.07%296,011CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS A$61.9M0.07%793,164CommonSOLE
345370860FFORD MOTOR CO$61.8M0.07%5,697,704CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$61.8M0.07%371,897CommonSOLE
929160109VMCVULCAN MATERIALS CO$61.1M0.07%234,152CommonSOLE
278642103EBAYEBAY INC$60.6M0.07%814,416CommonSOLE
761152107RMDRESMED INC$60.0M0.07%232,518CommonSOLE
718546104PSXPHILLIPS 66$58.5M0.07%490,721CommonSOLE
925652109VICIVICI PROPERTIES INC$58.4M0.06%1,790,984CommonSOLE
852234103XYZBLOCK INC$58.3M0.06%857,910CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$58.1M0.06%825,989CommonSOLE
693506107PPGPPG INDUSTRIES INC$58.0M0.06%509,679CommonSOLE
23804L103DDOGDATADOG INC CLASS A$57.6M0.06%429,087CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$57.5M0.06%173,244CommonSOLE
25746U109DDOMINION ENERGY INC$57.5M0.06%1,017,453CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC A$57.5M0.06%140,587CommonSOLE
23331A109DHIDR HORTON INC$57.2M0.06%443,683CommonSOLE
45674M101INFA1EURINFORMATICA INC CLASS A$56.8M0.06%2,332,271CommonSOLE
406216101HALHALLIBURTON CO$56.8M0.06%2,785,204CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$56.2M0.06%322,876CommonSOLE
22160N109CSGPCOSTAR GROUP INC$56.1M0.06%698,309CommonSOLE
45687V106IRINGERSOLL RAND INC$55.6M0.06%668,789CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$55.5M0.06%469,910CommonSOLE
501044101KRKROGER CO$55.4M0.06%772,400CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGY$55.0M0.06%741,999CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$54.7M0.06%292,911CommonSOLE
631103108NDAQNASDAQ INC$54.4M0.06%608,374CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$54.4M0.06%74,352CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$54.1M0.06%333,627CommonSOLE
252131107DXCMDEXCOM INC$54.0M0.06%618,776CommonSOLE
857477103STTSTATE STREET CORP$53.7M0.06%505,265CommonSOLE
98419M100XYLXYLEM INC$53.7M0.06%414,798CommonSOLE
294429105EFXEQUIFAX INC$53.3M0.06%205,351CommonSOLE
H2906T109GRMNGARMIN LTD$52.8M0.06%253,059CommonSOLE
494368103KMBKIMBERLY CLARK CORP$52.7M0.06%408,674CommonSOLE
219350105GLWCORNING INC$52.2M0.06%991,956CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$51.8M0.06%568,473CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$51.6M0.06%212,354CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$51.5M0.06%406,315CommonSOLE
049468101TEAMATLASSIAN CORP CL A$51.2M0.06%251,953CommonSOLE
69331C108PCGP G E CORP$51.1M0.06%3,666,473CommonSOLE
91913Y100VLOVALERO ENERGY CORP$50.8M0.06%377,724CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$50.4M0.06%598,487CommonSOLE
88339J105TTDTRADE DESK INC THE CLASS A$50.2M0.06%697,528CommonSOLE
03990B101ARESARES MANAGEMENT CORP A$50.0M0.06%288,592CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$50.0M0.06%162,981CommonSOLE
366651107ITGARTNER INC$49.1M0.05%121,345CommonSOLE
370334104GISGENERAL MILLS INC$48.6M0.05%938,839CommonSOLE
42809H107HESHESS CORP$48.6M0.05%350,997CommonSOLE
03662Q105AKXANSYS INC$47.9M0.05%136,285CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$47.3M0.05%689,538CommonSOLE
759509102RSRELIANCE INC$47.3M0.05%150,527CommonSOLE
98389B100XELXCEL ENERGY INC$47.2M0.05%693,079CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$47.2M0.05%320,025CommonSOLE
46284V101IRMIRON MOUNTAIN INC$46.4M0.05%452,201CommonSOLE
665859104NTRSNORTHERN TRUST CORP$46.4M0.05%365,596CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$46.3M0.05%227,306CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$45.9M0.05%291,129CommonSOLE
55261F104MTBM T BANK CORP$45.7M0.05%235,449CommonSOLE
444859102HUMHUMANA INC$45.2M0.05%185,059CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$45.1M0.05%312,533CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$44.9M0.05%2,194,641CommonSOLE
21036P108STZCONSTELLATION BRANDS INC A$44.5M0.05%273,473CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$44.2M0.05%117,846CommonSOLE
526057104LENLENNAR CORP A$44.1M0.05%398,542CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES IN$44.1M0.05%268,989CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$44.1M0.05%188,935CommonSOLE
98980G102ZSZSCALER INC$43.8M0.05%139,584CommonSOLE
15135B101CNCCENTENE CORP$43.4M0.05%799,031CommonSOLE
427866108HSYHERSHEY CO THE$43.2M0.05%260,331CommonSOLE
29364G103ETRENTERGY CORP$43.0M0.05%517,307CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$42.9M0.05%812,818CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$42.5M0.05%277,423CommonSOLE
92338C103VLTOVERALTO CORP$42.4M0.05%420,003CommonSOLE
550021109LULULULULEMON ATHLETICA INC$42.3M0.05%178,122CommonSOLE
380237107GDDYGODADDY INC CLASS A$41.6M0.05%231,066CommonSOLE
260003108DOVDOVER CORP$41.6M0.05%226,897CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$41.5M0.05%176,776CommonSOLE
171340102CHDCHURCH DWIGHT CO INC$41.5M0.05%431,856CommonSOLE
115236101BROBROWN BROWN INC$41.4M0.05%373,135CommonSOLE
500754106KHCKRAFT HEINZ CO THE$40.7M0.05%1,575,390CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$40.6M0.05%421,009CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$40.5M0.04%3,529,905CommonSOLE
281020107EIXEDISON INTERNATIONAL$40.4M0.04%783,913CommonSOLE
40434L105HPQHP INC$40.4M0.04%1,649,958CommonSOLE
12514G108CDWCDW CORP DE$40.3M0.04%225,709CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$40.3M0.04%67,924CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$40.0M0.04%72,858CommonSOLE
92939U106WECWEC ENERGY GROUP INC$39.9M0.04%382,506CommonSOLE
443573100HUBSHUBSPOT INC$39.7M0.04%71,334CommonSOLE
316773100FITBFIFTH THIRD BANCORP$39.7M0.04%964,209CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$39.7M0.04%77,402CommonSOLE
26884L109EQTEQT CORP$39.5M0.04%677,676CommonSOLE
92276F100VTRVENTAS INC$39.2M0.04%620,586CommonSOLE
749685103RPMRPM INTERNATIONAL INC$39.1M0.04%355,934CommonSOLE
629377508NRGNRG ENERGY INC$39.0M0.04%242,726CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$38.9M0.04%33,156CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$38.3M0.04%781,269CommonSOLE
29084Q100EMEEMCOR GROUP INC$38.0M0.04%70,982CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$37.8M0.04%331,057CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$37.7M0.04%564,588CommonSOLE
570535104MKLMARKEL GROUP INC$37.3M0.04%18,688CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO CL A$36.9M0.04%666,192CommonSOLE
G8473T100STESTERIS PLC$36.8M0.04%153,140CommonSOLE
531229755FWONKLIBERTY MEDIA CORP FORMULA C$36.7M0.04%351,190CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$36.7M0.04%242,528CommonSOLE
92343E102VRSNVERISIGN INC$36.6M0.04%126,839CommonSOLE
78467J100SSNCSSC TECHNOLOGIES HOLDINGS$36.6M0.04%442,317CommonSOLE
64110D104NTAPNETAPP INC$36.4M0.04%341,512CommonSOLE
443510607HUBBHUBBELL INC$36.1M0.04%88,284CommonSOLE
670346105NUENUCOR CORP$36.1M0.04%278,336CommonSOLE
579780206MKCMCCORMICK CO NON VTG SHRS$36.0M0.04%474,704CommonSOLE
29476L107EQREQUITY RESIDENTIAL$35.8M0.04%530,945CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$35.8M0.04%164,380CommonSOLE
256677105DGDOLLAR GENERAL CORP$35.6M0.04%311,678CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$35.3M0.04%209,201CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$35.3M0.04%839,662CommonSOLE
143658300CCL1EURCARNIVAL CORP$35.1M0.04%1,247,017CommonSOLE
72352L106PINSPINTEREST INC CLASS A$34.7M0.04%967,488CommonSOLE
62944T105NVRNVR INC$34.6M0.04%4,681CommonSOLE
504922105LHLABCORP HOLDINGS INC$34.5M0.04%131,257CommonSOLE
487836108KKELLANOVA$34.4M0.04%432,339CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$34.0M0.04%425,260CommonSOLE
722304102PDDPDD HOLDINGS INC$34.0M0.04%324,758CommonSOLE
053611109AVYAVERY DENNISON CORP$34.0M0.04%193,661CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$33.9M0.04%188,951CommonSOLE
45784P101PODDINSULET CORP$33.6M0.04%106,831CommonSOLE
632307104NTRANATERA INC$33.4M0.04%197,547CommonSOLE
219948106CPAYCORPAY INC$33.2M0.04%99,934CommonSOLE
233331107DTEDTE ENERGY COMPANY$33.0M0.04%249,225CommonSOLE
896239100TRMBTRIMBLE INC$32.9M0.04%432,368CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$32.8M0.04%584,409CommonSOLE
34959J108FTVFORTIVE CORP$32.7M0.04%626,513CommonSOLE
90384S303ULTAULTA BEAUTY INC$32.6M0.04%69,621CommonSOLE
745867101PHMPULTEGROUP INC$32.6M0.04%308,791CommonSOLE
941848103WATWATERS CORP$32.4M0.04%92,734CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$32.1M0.04%203,551CommonSOLE
436440101HO1HOLOGIC INC$31.8M0.04%487,956CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$31.8M0.04%1,350,070CommonSOLE
26142V105DKNGDRAFTKINGS INC CL A$31.5M0.04%735,472CommonSOLE
46187W107INVHINVITATION HOMES INC$31.5M0.03%959,160CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$31.5M0.03%344,906CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$31.4M0.03%228,719CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP$31.4M0.03%395,145CommonSOLE
69370C100PTCPTC INC$31.3M0.03%181,733CommonSOLE
958102105WDCWESTERN DIGITAL CORP$31.3M0.03%489,216CommonSOLE
518439104ELESTEE LAUDER COMPANIES CL A$31.3M0.03%387,162CommonSOLE
023608102AEEAMEREN CORPORATION$31.1M0.03%323,834CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$31.1M0.03%1,854,929CommonSOLE
46982L108JJACOBS SOLUTIONS INC$31.1M0.03%236,368CommonSOLE
256746108DLTRDOLLAR TREE INC$30.5M0.03%307,644CommonSOLE
315616102FFIVF5 INC$30.4M0.03%103,319CommonSOLE
574599106MASMASCO CORP$30.4M0.03%472,319CommonSOLE
89400J107TRUTRANSUNION$30.2M0.03%343,165CommonSOLE
969904101WSMWILLIAMS SONOMA INC$30.2M0.03%184,676CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$30.1M0.03%571,093CommonSOLE
888787108TOSTTOAST INC CLASS A$30.0M0.03%678,003CommonSOLE
09062X103BIIBBIOGEN INC$30.0M0.03%238,691CommonSOLE
67059N108NTNXNUTANIX INC A$29.9M0.03%391,360CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$29.9M0.03%804,835CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$29.8M0.03%200,361CommonSOLE
426281101JKHYJACK HENRY ASSOCIATES INC$29.8M0.03%165,404CommonSOLE
69351T106PPLPPL CORP$29.8M0.03%878,607CommonSOLE
084423102WRBWR BERKLEY CORP$29.4M0.03%399,516CommonSOLE
165167735EXEEXPAND ENERGY CORP$29.3M0.03%250,572CommonSOLE
049560105ATOATMOS ENERGY CORP$29.3M0.03%189,838CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$29.1M0.03%287,228CommonSOLE
90138F102TWLOTWILIO INC A$29.1M0.03%233,644CommonSOLE
902494103TSNTYSON FOODS INC CL A$28.9M0.03%516,992CommonSOLE
G7S00T104PNRPENTAIR PLC$28.6M0.03%278,755CommonSOLE
00766T100ACMAECOM$28.6M0.03%253,454CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$28.6M0.03%777,555CommonSOLE
74624M102PPURE STORAGE INC CLASS A$28.4M0.03%493,759CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$28.3M0.03%363,170CommonSOLE
460146103IPINTERNATIONAL PAPER CO$28.0M0.03%598,502CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS CL A$28.0M0.03%14,299CommonSOLE
466313103JBLJABIL INC$27.9M0.03%127,878CommonSOLE
336433107FSLRFIRST SOLAR INC$27.9M0.03%168,325CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$27.8M0.03%48,533CommonSOLE
459506101IFFINTL FLAVORS FRAGRANCES$27.7M0.03%376,037CommonSOLE
892672106TWTRADEWEB MARKETS INC CLASS A$27.6M0.03%188,339CommonSOLE
N00985106AERAERCAP HOLDINGS NV$27.5M0.03%235,467CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$27.5M0.03%614,241CommonSOLE
833034101SNASNAP ON INC$27.4M0.03%87,981CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$27.3M0.03%60,967CommonSOLE
681919106OMCOMNICOM GROUP$27.3M0.03%378,884CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$27.1M0.03%623,573CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$27.1M0.03%95,639CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$27.1M0.03%627,009CommonSOLE
422806109HEIHEICO CORP$26.9M0.03%82,152CommonSOLE
668771108GENGEN DIGITAL INC$26.8M0.03%910,674CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP CL A$26.4M0.03%85,734CommonSOLE
337932107FEFIRSTENERGY CORP$26.4M0.03%656,403CommonSOLE
682189105ONON SEMICONDUCTOR$26.3M0.03%502,138CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$26.3M0.03%255,163CommonSOLE
679295105OKTAOKTA INC$26.2M0.03%261,770CommonSOLE
59522J103MAAMID AMERICA APARTMENT COMM$26.1M0.03%176,654CommonSOLE
60937P106MDBMONGODB INC$25.9M0.03%123,546CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$25.8M0.03%269,370CommonSOLE
372460105GPCGENUINE PARTS CO$25.8M0.03%212,502CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$25.7M0.03%117,575CommonSOLE
G3265R107APTVAPTIV PLC$25.4M0.03%372,860CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH$25.4M0.03%114,668CommonSOLE
G0250X107AMCRAMCOR PLC$25.4M0.03%2,759,975CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$25.2M0.03%540,476CommonSOLE
125896100CMSCMS ENERGY CORP$25.2M0.03%363,087CommonSOLE
775711104ROLROLLINS INC$25.0M0.03%443,531CommonSOLE
866674104SUISUN COMMUNITIES INC$24.8M0.03%196,133CommonSOLE
452327109ILMNILLUMINA INC$24.7M0.03%258,616CommonSOLE
880770102TERTERADYNE INC$24.5M0.03%272,656CommonSOLE
942622200WSOWATSCO INC$24.4M0.03%55,226CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$24.3M0.03%1,289,752CommonSOLE
256163106DOCUDOCUSIGN INC$24.2M0.03%310,766CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$24.0M0.03%666,408CommonSOLE
45167R104IEXIDEX CORP$23.9M0.03%136,204CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$23.7M0.03%422,205CommonSOLE
92936U109WPCWP CAREY INC$23.5M0.03%376,908CommonSOLE
25179M103DVNDEVON ENERGY CORP$23.5M0.03%739,023CommonSOLE
216648501COOCOOPER COS INC THE$23.4M0.03%328,930CommonSOLE
384109104GGGGRACO INC$23.4M0.03%272,188CommonSOLE
422806208HEI/AHEICO CORP CLASS A$23.4M0.03%90,318CommonSOLE
127097103CTRACOTERRA ENERGY INC$23.2M0.03%913,567CommonSOLE
268150109DTDYNATRACE INC$23.0M0.03%417,159CommonSOLE
189054109CLXCLOROX COMPANY$22.7M0.03%189,341CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$22.6M0.03%75,857CommonSOLE
493267108KEYKEYCORP$22.6M0.03%1,295,250CommonSOLE
095924106OTFBLUE OWL TECHNOLOGY FINANCE$22.5M0.03%1,477,265CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT A$22.5M0.02%623,697CommonSOLE
65473P105NINISOURCE INC$22.5M0.02%556,777CommonSOLE
142339100CSLCARLISLE COS INC$22.4M0.02%59,929CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$22.3M0.02%559,692CommonSOLE
962166104WYWEYERHAEUSER CO$22.3M0.02%868,660CommonSOLE
883203101TXTTEXTRON INC$22.2M0.02%276,976CommonSOLE
49446R109KIMKIMCO REALTY CORP$22.2M0.02%1,057,269CommonSOLE
858119100STLDSTEEL DYNAMICS INC$22.2M0.02%173,076CommonSOLE
260557103DOWDOW INC$22.1M0.02%835,937CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$22.1M0.02%189,197CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$21.9M0.02%115,921CommonSOLE
25754A201DPZDOMINO S PIZZA INC$21.8M0.02%48,401CommonSOLE
902653104UDRUDR INC$21.5M0.02%527,558CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HOLDINGS$21.2M0.02%203,296CommonSOLE
G6683N103NUNU HOLDINGS LTD CAYMAN ISL A$21.0M0.02%1,533,062CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$20.9M0.02%90,159CommonSOLE
122017106BURLBURLINGTON STORES INC$20.8M0.02%89,251CommonSOLE
881624209TEVATEVA PHARMACEUTICAL SP ADR$20.6M0.02%1,226,237CommonSOLE
086516101BBYBEST BUY CO INC$20.3M0.02%302,691CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$20.3M0.02%107,542CommonSOLE
133131102CPTCAMDEN PROPERTY TRUST$20.2M0.02%179,622CommonSOLE
758849103REGREGENCY CENTERS CORP$20.2M0.02%283,490CommonSOLE

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.