MondegarAI
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

Q3 2025 · 13F-HR

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMholdings as filed

Filed 2025-11-14 · accession 0001081019-25-000025

$97.50B
Reported value
3,046
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM · Q3 2025

AI · grounded in 13F

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM reduced its position in Informatica Inc Class A INFA1EUR by 95.29%. The fund also trimmed its holding in Oneok Inc OKE by 30.77%. On the buy side, the fund increased its stake in Tesla Inc TSLA by 0.54% and Alphabet Inc Cl C GOOG by 3.16%.

Holdings as filed

First 500 of 3046

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$7.15B7.34%38,331,368CommonSOLE
037833100AAPLAPPLE INC$5.99B6.14%23,507,131CommonSOLE
594918104MSFTMICROSOFT CORP$5.77B5.92%11,139,693CommonSOLE
023135106AMZNAMAZON COM INC$3.31B3.39%15,067,069CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$2.51B2.58%3,418,856CommonSOLE
11135F101AVGOBROADCOM INC$2.33B2.38%7,047,809CommonSOLE
02079K305GOOGLALPHABET INC CL A$2.22B2.28%9,145,285CommonSOLE
88160R101TSLATESLA INC$2.03B2.08%4,560,645CommonSOLE
02079K107GOOGALPHABET INC CL C$1.89B1.94%7,746,798CommonSOLE
46625H100JPMJPMORGAN CHASE CO$1.38B1.42%4,373,927CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.07B1.10%2,137,872CommonSOLE
532457108LLYELI LILLY CO$967.5M0.99%1,268,073CommonSOLE
92826C839VVISA INC CLASS A SHARES$921.4M0.95%2,699,028CommonSOLE
64110L106NFLXNETFLIX INC$805.1M0.83%671,502CommonSOLE
57636Q104MAMASTERCARD INC A$768.3M0.79%1,350,709CommonSOLE
68389X105ORCLORACLE CORP$748.7M0.77%2,662,029CommonSOLE
478160104JNJJOHNSON JOHNSON$722.5M0.74%3,896,684CommonSOLE
931142103WMTWALMART INC$719.0M0.74%6,976,578CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$657.8M0.67%710,609CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC A$648.0M0.66%3,552,211CommonSOLE
00287Y109ABBVABBVIE INC$646.5M0.66%2,792,331CommonSOLE
437076102HDHOME DEPOT INC$635.4M0.65%1,568,155CommonSOLE
30231G102XOMEXXON MOBIL CORP$585.4M0.60%5,192,171CommonSOLE
060505104BACBANK OF AMERICA CORP$578.8M0.59%11,219,717CommonSOLE
742718109PGPROCTER GAMBLE CO THE$575.4M0.59%3,744,954CommonSOLE
369604301GEGENERAL ELECTRIC$508.4M0.52%1,690,196CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$489.1M0.50%1,416,397CommonSOLE
191216100KOCOCA COLA CO THE$447.6M0.46%6,748,710CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$432.7M0.44%6,324,642CommonSOLE
949746101WMT2WELLS FARGO CO$425.0M0.44%5,070,153CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$417.5M0.43%1,479,491CommonSOLE
007903107AMDADVANCED MICRO DEVICES$412.8M0.42%2,551,456CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$384.6M0.39%482,984CommonSOLE
002824100ABTABBOTT LABORATORIES$371.5M0.38%2,773,750CommonSOLE
166764100CVXCHEVRON CORP$366.2M0.38%2,358,071CommonSOLE
75513E101RTXRTX CORP$356.7M0.37%2,131,867CommonSOLE
79466L302CRMSALESFORCE INC$353.5M0.36%1,491,452CommonSOLE
580135101MCDMCDONALD S CORP$351.7M0.36%1,157,417CommonSOLE
149123101CATCATERPILLAR INC$351.4M0.36%736,404CommonSOLE
58933Y105MRKMERCK CO INC$340.8M0.35%4,060,037CommonSOLE
00206R102TATT INC$327.7M0.34%11,605,528CommonSOLE
254687106DISWALT DISNEY CO THE$326.1M0.33%2,848,181CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$315.8M0.32%3,222,927CommonSOLE
713448108PEPPEPSICO INC$311.2M0.32%2,216,163CommonSOLE
172967424CCITIGROUP INC$301.5M0.31%2,970,494CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$300.4M0.31%6,834,911CommonSOLE
461202103INTUINTUIT INC$298.2M0.31%436,660CommonSOLE
617446448MSMORGAN STANLEY$295.1M0.30%1,856,681CommonSOLE
81762P102NOWSERVICENOW INC$295.0M0.30%320,521CommonSOLE
595112103MUMICRON TECHNOLOGY INC$294.5M0.30%1,760,022CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$291.8M0.30%601,554CommonSOLE
025816109AXPAMERICAN EXPRESS CO$288.4M0.30%868,204CommonSOLE
747525103QCOMQUALCOMM INC$287.8M0.30%1,729,812CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$285.8M0.29%52,924CommonSOLE
G54950103LINLINDE PLC$284.3M0.29%598,490CommonSOLE
512807306LRCXLAM RESEARCH CORP$275.0M0.28%2,053,954CommonSOLE
36828A101GEVGE VERNOVA INC$268.3M0.28%436,397CommonSOLE
09290D101BLKBLACKROCK INC$267.9M0.27%229,801CommonSOLE
038222105AMATAPPLIED MATERIALS INC$264.9M0.27%1,294,028CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$261.5M0.27%2,738,851CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$261.5M0.27%1,423,050CommonSOLE
03831W108APPAPPLOVIN CORP CLASS A$261.3M0.27%363,640CommonSOLE
097023105BABOEING CO THE$257.1M0.26%1,191,417CommonSOLE
872540109TJXTJX COMPANIES INC$254.8M0.26%1,762,512CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$253.7M0.26%567,216CommonSOLE
031162100AMGNAMGEN INC$243.2M0.25%861,971CommonSOLE
040413205ANETARISTA NETWORKS INC$242.8M0.25%1,666,604CommonSOLE
G1151C101ACNACCENTURE PLC CL A$242.0M0.25%981,281CommonSOLE
78409V104SPGISP GLOBAL INC$242.0M0.25%497,118CommonSOLE
717081103PFEPFIZER INC$241.2M0.25%9,466,874CommonSOLE
032095101APHAMPHENOL CORP CL A$238.7M0.24%1,928,834CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$234.8M0.24%2,404,754CommonSOLE
00724F101ADBEADOBE INC$234.7M0.24%665,350CommonSOLE
G29183103ETNEATON CORP PLC$233.6M0.24%624,123CommonSOLE
458140100INTCINTEL CORP$233.2M0.24%6,949,743CommonSOLE
482480100KLACKLA CORP$226.9M0.23%210,398CommonSOLE
743315103PGRPROGRESSIVE CORP$224.5M0.23%909,068CommonSOLE
548661107LOWLOWE S COS INC$223.1M0.23%887,599CommonSOLE
375558103GILDGILEAD SCIENCES INC$221.1M0.23%1,991,507CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$218.7M0.22%1,039,122CommonSOLE
907818108UNPUNION PACIFIC CORP$214.8M0.22%908,823CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$210.1M0.22%1,031,823CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORP$210.0M0.22%16,445,728CommonSOLE
65339F101NEENEXTERA ENERGY INC$208.4M0.21%2,761,119CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$206.8M0.21%972,819CommonSOLE
235851102DHRDANAHER CORP$204.8M0.21%1,033,134CommonSOLE
863667101SYKSTRYKER CORP$203.8M0.21%551,248CommonSOLE
G5960L103MDTMEDTRONIC PLC$200.5M0.21%2,105,389CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$200.3M0.21%682,440CommonSOLE
872590104TMUST MOBILE US INC$197.0M0.20%823,021CommonSOLE
032654105ADIANALOG DEVICES INC$194.8M0.20%792,787CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$191.4M0.20%6,091,745CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC A$190.0M0.19%387,405CommonSOLE
09260D107BXBLACKSTONE INC$189.8M0.19%1,110,676CommonSOLE
244199105DEDEERE CO$184.9M0.19%404,403CommonSOLE
95040Q104WELLWELLTOWER INC$184.4M0.19%1,035,064CommonSOLE
806857108SLBSLB LTD$179.1M0.18%5,209,757CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$170.6M0.17%341,680CommonSOLE
H1467J104CBCHUBB LTD$169.9M0.17%601,805CommonSOLE
74340W103PLDPROLOGIS INC$169.7M0.17%1,481,593CommonSOLE
21037T109CEGCONSTELLATION ENERGY$166.8M0.17%506,985CommonSOLE
12572Q105CMECME GROUP INC$166.5M0.17%616,381CommonSOLE
58733R102MELIMERCADOLIBRE INC$164.2M0.17%70,275CommonSOLE
770700102HOODROBINHOOD MARKETS INC A$163.3M0.17%1,140,752CommonSOLE
571748102MRSHMARSH MCLENNAN COS$159.0M0.16%788,869CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$159.0M0.16%943,584CommonSOLE
05722G100BKRBAKER HUGHES CO$158.6M0.16%3,255,542CommonSOLE
25809K105DASHDOORDASH INC A$158.2M0.16%581,467CommonSOLE
58155Q103MCKMCKESSON CORP$157.1M0.16%203,294CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$154.9M0.16%3,434,746CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$154.5M0.16%394,582CommonSOLE
855244109SBUXSTARBUCKS CORP$154.2M0.16%1,822,190CommonSOLE
701094104PHPARKER HANNIFIN CORP$151.2M0.16%199,382CommonSOLE
651639106NEMNEWMONT CORP$150.7M0.15%1,787,326CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$150.3M0.15%427,940CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$150.2M0.15%355,915CommonSOLE
126650100CVSCVS HEALTH CORP$147.3M0.15%1,954,207CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$146.6M0.15%1,359,573CommonSOLE
871607107SNPSSYNOPSYS INC$144.5M0.15%292,828CommonSOLE
20825C104COPCONOCOPHILLIPS$143.9M0.15%1,520,783CommonSOLE
969457100WMBWILLIAMS COS INC$143.0M0.15%2,256,952CommonSOLE
824348106SHWSHERWIN WILLIAMS CO THE$142.9M0.15%412,800CommonSOLE
03027X100AMTAMERICAN TOWER CORP$139.0M0.14%722,959CommonSOLE
278865100ECLECOLAB INC$137.1M0.14%500,649CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC A$134.3M0.14%2,149,854CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$133.5M0.14%1,224,904CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$132.9M0.14%218,171CommonSOLE
594972408MSTRSTRATEGY INC$132.7M0.14%411,981CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$131.0M0.13%187,665CommonSOLE
682680103OKEONEOK INC$130.8M0.13%1,791,920CommonSOLE
88579Y101MMM3M CO$130.3M0.13%839,862CommonSOLE
654106103NKENIKE INC CL B$129.5M0.13%1,856,729CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$129.2M0.13%642,846CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$126.1M0.13%275,648CommonSOLE
893641100TDGTRANSDIGM GROUP INC$125.4M0.13%95,148CommonSOLE
842587107SOSOUTHERN CO THE$125.3M0.13%1,322,470CommonSOLE
771049103RBLXROBLOX CORP CLASS A$124.8M0.13%900,837CommonSOLE
369550108GDGENERAL DYNAMICS CORP$124.2M0.13%364,356CommonSOLE
452308109ITWILLINOIS TOOL WORKS$124.2M0.13%476,446CommonSOLE
48251W104KKRKKR CO INC$122.9M0.13%945,821CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$122.3M0.13%377,865CommonSOLE
125523100CITHE CIGNA GROUP$120.9M0.12%419,326CommonSOLE
363576109AJGARTHUR J GALLAGHER CO$119.7M0.12%386,510CommonSOLE
615369105MCOMOODY S CORP$119.7M0.12%251,161CommonSOLE
337738108FISVFISERV INC$118.4M0.12%918,322CommonSOLE
443201108HWMHOWMET AEROSPACE INC$117.8M0.12%600,345CommonSOLE
172908105CTASCINTAS CORP$117.5M0.12%572,559CommonSOLE
902973304USBUS BANCORP$117.2M0.12%2,424,560CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$116.8M0.12%1,062,666CommonSOLE
40412C101HCAHCA HEALTHCARE INC$116.5M0.12%273,358CommonSOLE
G0403H108AONAON PLC CLASS A$116.1M0.12%325,574CommonSOLE
26441C204DUKDUKE ENERGY CORP$115.9M0.12%936,621CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$115.2M0.12%1,370,369CommonSOLE
291011104EMREMERSON ELECTRIC CO$114.5M0.12%872,756CommonSOLE
29444U700EQIXEQUINIX INC$114.5M0.12%146,161CommonSOLE
036752103ELVELEVANCE HEALTH INC$113.9M0.12%352,561CommonSOLE
053332102AZOAUTOZONE INC$113.5M0.12%26,454CommonSOLE
22052L104CTVACORTEVA INC$112.8M0.12%1,668,124CommonSOLE
833445109SNOWSNOWFLAKE INC$112.1M0.12%497,177CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$107.4M0.11%318,162CommonSOLE
94106L109WMWASTE MANAGEMENT INC$106.8M0.11%483,517CommonSOLE
G87052109TELTE CONNECTIVITY PLC$106.5M0.11%485,088CommonSOLE
98978V103ZTSZOETIS INC$106.4M0.11%727,407CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$105.2M0.11%1,315,701CommonSOLE
18915M107NETCLOUDFLARE INC CLASS A$103.1M0.11%480,259CommonSOLE
052769106ADSKAUTODESK INC$103.0M0.11%324,197CommonSOLE
16411R208LNGCHENIERE ENERGY INC$102.8M0.11%437,658CommonSOLE
911363109URIUNITED RENTALS INC$102.1M0.10%106,961CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$101.9M0.10%542,840CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$100.8M0.10%335,705CommonSOLE
126408103CSXCSX CORP$100.2M0.10%2,821,668CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$99.1M0.10%2,525,844CommonSOLE
89417E109TRVTRAVELERS COS INC THE$98.6M0.10%353,049CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$97.6M0.10%1,455,862CommonSOLE
G25508105CRHCRH PLC$97.6M0.10%814,144CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$96.7M0.10%2,115,019CommonSOLE
219350105GLWCORNING INC$95.0M0.10%1,158,662CommonSOLE
74762E102QUREQUANTA SERVICES INC$94.0M0.10%226,768CommonSOLE
03073E105CORCENCORA INC$93.6M0.10%299,365CommonSOLE
756109104OREALTY INCOME CORP$93.3M0.10%1,535,025CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$93.2M0.10%305,048CommonSOLE
075887109BDXBECTON DICKINSON AND CO$92.9M0.10%496,561CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$92.9M0.10%203,778CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$92.0M0.09%184,576CommonSOLE
001055102AFLAFLAC INC$91.8M0.09%822,029CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$91.6M0.09%162,835CommonSOLE
231021106CMICUMMINS INC$90.4M0.09%214,051CommonSOLE
311900104FASTFASTENAL CO$89.2M0.09%1,819,055CommonSOLE
92537N108VRTVERTIV HOLDINGS CO A$88.4M0.09%585,899CommonSOLE
37045V100GMGENERAL MOTORS CO$88.1M0.09%1,445,364CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$87.8M0.09%659,013CommonSOLE
020002101ALLALLSTATE CORP$87.3M0.09%406,924CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$85.6M0.09%375,805CommonSOLE
009066101ABNBAIRBNB INC CLASS A$85.5M0.09%704,519CommonSOLE
05464C101AXONAXON ENTERPRISE INC$84.9M0.09%118,324CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$84.8M0.09%1,260,332CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$83.9M0.09%2,140,677CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$83.9M0.09%1,067,773CommonSOLE
34959E109FTNTFORTINET INC$82.6M0.08%981,812CommonSOLE
049560105ATOATMOS ENERGY CORP$81.4M0.08%476,592CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$81.0M0.08%312,051CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$80.9M0.08%126,660CommonSOLE
59156R108METMETLIFE INC$80.4M0.08%976,221CommonSOLE
285512109EAELECTRONIC ARTS INC$80.0M0.08%396,862CommonSOLE
92840M102VSTVISTRA CORP$80.0M0.08%408,297CommonSOLE
406216101HALHALLIBURTON CO$79.8M0.08%3,242,429CommonSOLE
693718108PCARPACCAR INC$79.7M0.08%810,887CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$79.7M0.08%572,777CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$79.4M0.08%459,188CommonSOLE
81141R100SESEA LTD ADR$79.0M0.08%442,252CommonSOLE
30161N101EXCEXELON CORP$79.0M0.08%1,754,449CommonSOLE
540424108LLOEWS CORP$78.0M0.08%777,030CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$77.8M0.08%323,329CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$77.7M0.08%83,171CommonSOLE
12504L109CBRECBRE GROUP INC A$77.4M0.08%491,547CommonSOLE
74460D109PSAPUBLIC STORAGE$76.2M0.08%263,733CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWRE$76.0M0.08%294,186CommonSOLE
30040W108ESEVERSOURCE ENERGY$75.8M0.08%1,065,220CommonSOLE
816851109SRESEMPRA$75.6M0.08%840,421CommonSOLE
031100100AMEAMETEK INC$75.3M0.08%400,291CommonSOLE
778296103ROSTROSS STORES INC$75.2M0.08%493,638CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$74.6M0.08%316,055CommonSOLE
49456B101KMIKINDER MORGAN INC$74.2M0.08%2,622,177CommonSOLE
26875P101EOGEOG RESOURCES INC$73.8M0.08%657,943CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$73.8M0.08%883,092CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$73.6M0.08%1,233,399CommonSOLE
23331A109DHIDR HORTON INC$73.4M0.08%433,034CommonSOLE
209115104EDCONSOLIDATED EDISON INC$73.3M0.08%728,716CommonSOLE
009158106APDAIR PRODUCTS CHEMICALS INC$73.2M0.08%268,423CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$72.9M0.07%280,090CommonSOLE
146869102CVNACARVANA CO$72.7M0.07%192,710CommonSOLE
922475108VEEVVEEVA SYSTEMS INC CLASS A$72.6M0.07%243,819CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$72.6M0.07%3,716,841CommonSOLE
24703L202DELLDELL TECHNOLOGIES C$72.5M0.07%511,635CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$72.5M0.07%644,695CommonSOLE
929160109VMCVULCAN MATERIALS CO$72.0M0.07%234,065CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC DI$71.5M0.07%281,398CommonSOLE
278642103EBAYEBAY INC$71.3M0.07%783,752CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$71.3M0.07%369,805CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$70.9M0.07%144,360CommonSOLE
988498101YUMYUM BRANDS INC$70.9M0.07%466,529CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$70.5M0.07%906,769CommonSOLE
384802104GWWWW GRAINGER INC$70.4M0.07%73,890CommonSOLE
22822V101CCICROWN CASTLE INC$70.3M0.07%728,167CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$69.4M0.07%308,933CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$68.8M0.07%74,748CommonSOLE
55354G100MSCIMSCI INC$68.6M0.07%120,874CommonSOLE
345370860FFORD MOTOR CO$68.1M0.07%5,690,568CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$68.0M0.07%655,340CommonSOLE
704326107PAYXPAYCHEX INC$67.6M0.07%532,972CommonSOLE
718546104PSXPHILLIPS 66$66.8M0.07%491,074CommonSOLE
H2906T109GRMNGARMIN LTD$66.5M0.07%269,997CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$65.8M0.07%419,488CommonSOLE
87612E106TGTTARGET CORP$65.7M0.07%732,725CommonSOLE
31428X106FDXFEDEX CORP$64.4M0.07%273,193CommonSOLE
91913Y100VLOVALERO ENERGY CORP$64.2M0.07%376,866CommonSOLE
871829107SYYSYSCO CORP$64.1M0.07%778,981CommonSOLE
761152107RMDRESMED INC$63.9M0.07%233,536CommonSOLE
217204106CPRTCOPART INC$63.1M0.06%1,403,092CommonSOLE
25746U109DDOMINION ENERGY INC$62.8M0.06%1,027,446CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$62.3M0.06%945,354CommonSOLE
852234103XYZBLOCK INC$62.3M0.06%862,499CommonSOLE
958102105WDCWESTERN DIGITAL CORP$61.8M0.06%514,643CommonSOLE
095924106OTFBLUE OWL TECHNOLOGY FINANCE$61.7M0.06%4,465,022CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$61.3M0.06%243,657CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$61.0M0.06%667,540CommonSOLE
23804L103DDOGDATADOG INC CLASS A$60.9M0.06%427,756CommonSOLE
760759100RSGREPUBLIC SERVICES INC$60.2M0.06%262,359CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$60.1M0.06%468,520CommonSOLE
98419M100XYLXYLEM INC$60.0M0.06%406,498CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$59.9M0.06%171,455CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$59.9M0.06%2,346,655CommonSOLE
929740108WABWABTEC CORP$59.3M0.06%295,664CommonSOLE
22160N109CSGPCOSTAR GROUP INC$58.7M0.06%696,243CommonSOLE
925652109VICIVICI PROPERTIES INC$58.2M0.06%1,786,027CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGY$56.4M0.06%750,465CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$56.2M0.06%162,705CommonSOLE
98389B100XELXCEL ENERGY INC$56.1M0.06%695,150CommonSOLE
303250104FICOFAIR ISAAC CORP$56.0M0.06%37,388CommonSOLE
631103108NDAQNASDAQ INC$55.9M0.06%631,875CommonSOLE
45687V106IRINGERSOLL RAND INC$55.7M0.06%674,300CommonSOLE
857477103STTSTATE STREET CORP$55.7M0.06%480,167CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$54.5M0.06%699,875CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$54.1M0.06%284,624CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$53.6M0.06%835,220CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$53.6M0.05%2,180,746CommonSOLE
49177J102KVUEKENVUE INC$52.4M0.05%3,230,581CommonSOLE
294429105EFXEQUIFAX INC$52.3M0.05%203,978CommonSOLE
501044101KRKROGER CO$52.0M0.05%772,102CommonSOLE
693506107PPGPPG INDUSTRIES INC$52.0M0.05%494,414CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$51.9M0.05%295,000CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$51.2M0.05%383,907CommonSOLE
69331C108PCGP G E CORP$51.2M0.05%3,394,356CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$51.0M0.05%214,337CommonSOLE
03990B101ARESARES MANAGEMENT CORP A$50.8M0.05%317,714CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS A$50.8M0.05%757,361CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$50.2M0.05%601,931CommonSOLE
29364G103ETRENTERGY CORP$50.0M0.05%536,771CommonSOLE
494368103KMBKIMBERLY CLARK CORP$49.7M0.05%399,539CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES IN$48.2M0.05%275,560CommonSOLE
526057104LENLENNAR CORP W D$47.9M0.05%379,863CommonSOLE
427866108HSYHERSHEY CO THE$47.4M0.05%253,648CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$47.3M0.05%80,793CommonSOLE
444859102HUMHUMANA INC$47.3M0.05%181,620CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$47.2M0.05%520,570CommonSOLE
92276F100VTRVENTAS INC$47.1M0.05%672,663CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$46.2M0.05%267,652CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$46.0M0.05%808,501CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO CL A$45.9M0.05%666,757CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$45.9M0.05%325,695CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$45.7M0.05%72,550CommonSOLE
665859104NTRSNORTHERN TRUST CORP$45.6M0.05%338,930CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$45.4M0.05%234,789CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$45.2M0.05%184,270CommonSOLE
40434L105HPQHP INC$45.2M0.05%1,659,114CommonSOLE
46284V101IRMIRON MOUNTAIN INC$44.9M0.05%440,557CommonSOLE
55261F104MTBM T BANK CORP$44.5M0.05%224,960CommonSOLE
92338C103VLTOVERALTO CORP$44.5M0.05%416,964CommonSOLE
370334104GISGENERAL MILLS INC$44.3M0.05%878,921CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$44.2M0.05%313,462CommonSOLE
92939U106WECWEC ENERGY GROUP INC$43.9M0.05%383,517CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$43.9M0.05%205,451CommonSOLE
29084Q100EMEEMCOR GROUP INC$43.8M0.04%67,405CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$43.7M0.04%260,798CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$43.2M0.04%1,636,884CommonSOLE
722304102PDDPDD HOLDINGS INC$43.0M0.04%325,374CommonSOLE
G8473T100STESTERIS PLC$42.9M0.04%173,302CommonSOLE
316773100FITBFIFTH THIRD BANCORP$42.7M0.04%958,488CommonSOLE
759509102RSRELIANCE INC$42.4M0.04%150,894CommonSOLE
98980G102ZSZSCALER INC$42.2M0.04%140,937CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$41.8M0.04%884,444CommonSOLE
252131107DXCMDEXCOM INC$41.7M0.04%620,132CommonSOLE
281020107EIXEDISON INTERNATIONAL$41.7M0.04%754,664CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$41.5M0.04%404,402CommonSOLE
74624M102PPURE STORAGE INC CLASS A$41.5M0.04%495,259CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$41.2M0.04%336,300CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$41.1M0.04%251,804CommonSOLE
500754106KHCKRAFT HEINZ CO THE$40.9M0.04%1,570,578CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$40.7M0.04%33,185CommonSOLE
749685103RPMRPM INTERNATIONAL INC$40.7M0.04%344,881CommonSOLE
745867101PHMPULTEGROUP INC$40.6M0.04%306,961CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$39.8M0.04%328,194CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$39.8M0.04%119,650CommonSOLE
049468101TEAMATLASSIAN CORP CL A$39.5M0.04%247,611CommonSOLE
78467J100SSNCSSC TECHNOLOGIES HOLDINGS$39.2M0.04%441,296CommonSOLE
26884L109EQTEQT CORP$38.9M0.04%715,341CommonSOLE
531229755FWONKLIBERTY MEDIA CORP FORMULA C$38.5M0.04%368,401CommonSOLE
90384S303ULTAULTA BEAUTY INC$38.3M0.04%70,135CommonSOLE
260003108DOVDOVER CORP$38.2M0.04%229,094CommonSOLE
64110D104NTAPNETAPP INC$38.2M0.04%322,235CommonSOLE
29476L107EQREQUITY RESIDENTIAL$38.1M0.04%588,248CommonSOLE
629377508NRGNRG ENERGY INC$38.0M0.04%234,621CommonSOLE
60937P106MDBMONGODB INC$37.9M0.04%122,220CommonSOLE
115236101BROBROWN BROWN INC$37.6M0.04%400,734CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$37.5M0.04%783,248CommonSOLE
876030107TPRTAPESTRY INC$37.5M0.04%331,481CommonSOLE
670346105NUENUCOR CORP$37.5M0.04%277,077CommonSOLE
75734B100RDDTREDDIT INC CL A$37.5M0.04%163,097CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$37.4M0.04%526,454CommonSOLE
171340102CHDCHURCH DWIGHT CO INC$37.1M0.04%423,111CommonSOLE
69370C100PTCPTC INC$36.9M0.04%181,744CommonSOLE
443510607HUBBHUBBELL INC$36.8M0.04%85,527CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$36.7M0.04%194,327CommonSOLE
880770102TERTERADYNE INC$36.7M0.04%266,532CommonSOLE
504922105LHLABCORP HOLDINGS INC$36.7M0.04%127,751CommonSOLE
143658300CCL1EURCARNIVAL CORP$36.5M0.04%1,263,165CommonSOLE
969904101WSMWILLIAMS SONOMA INC$36.2M0.04%185,404CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC A$36.2M0.04%131,459CommonSOLE
12514G108CDWCDW CORP DE$35.9M0.04%225,571CommonSOLE
336433107FSLRFIRST SOLAR INC$35.7M0.04%161,723CommonSOLE
92343E102VRSNVERISIGN INC$35.5M0.04%126,931CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$35.4M0.04%886,470CommonSOLE
487836108KKELLANOVA$35.3M0.04%430,198CommonSOLE
233331107DTEDTE ENERGY COMPANY$35.2M0.04%249,138CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$35.1M0.04%421,938CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$35.0M0.04%355,729CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$35.0M0.04%66,857CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$34.7M0.04%262,276CommonSOLE
023608102AEEAMEREN CORPORATION$34.6M0.04%331,913CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$34.6M0.04%1,311,803CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$34.6M0.04%578,692CommonSOLE
88339J105TTDTRADE DESK INC THE CLASS A$34.3M0.04%698,883CommonSOLE
21036P108STZCONSTELLATION BRANDS INC A$34.1M0.03%253,001CommonSOLE
579780206MKCMCCORMICK CO NON VTG SHRS$34.0M0.03%507,707CommonSOLE
45784P101PODDINSULET CORP$33.9M0.03%109,776CommonSOLE
34959J108FTVFORTIVE CORP$33.8M0.03%689,808CommonSOLE
69351T106PPLPPL CORP$33.8M0.03%909,395CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$33.6M0.03%173,975CommonSOLE
896239100TRMBTRIMBLE INC$33.6M0.03%410,941CommonSOLE
518439104ELESTEE LAUDER COMPANIES CL A$33.5M0.03%380,679CommonSOLE
46982L108JJACOBS SOLUTIONS INC$33.4M0.03%222,668CommonSOLE
773121108RKLBROCKET LAB CORP$33.2M0.03%692,894CommonSOLE
315616102FFIVF5 INC$33.1M0.03%102,404CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$32.9M0.03%172,712CommonSOLE
09062X103BIIBBIOGEN INC$32.9M0.03%234,818CommonSOLE
62944T105NVRNVR INC$32.8M0.03%4,079CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$32.8M0.03%228,986CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP$32.7M0.03%394,625CommonSOLE
632307104NTRANATERA INC$32.6M0.03%202,727CommonSOLE
570535104MKLMARKEL GROUP INC$32.6M0.03%17,068CommonSOLE
256677105DGDOLLAR GENERAL CORP$32.4M0.03%313,827CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$32.4M0.03%601,840CommonSOLE
15135B101CNCCENTENE CORP$32.3M0.03%906,470CommonSOLE
681919106OMCOMNICOM GROUP$32.2M0.03%395,286CommonSOLE
00766T100ACMAECOM$32.1M0.03%246,240CommonSOLE
574599106MASMASCO CORP$31.9M0.03%452,714CommonSOLE
380237107GDDYGODADDY INC CLASS A$31.8M0.03%232,504CommonSOLE
833034101SNASNAP ON INC$31.8M0.03%91,706CommonSOLE
550021109LULULULULEMON ATHLETICA INC$31.7M0.03%178,127CommonSOLE
053611109AVYAVERY DENNISON CORP$31.6M0.03%194,951CommonSOLE
443573100HUBSHUBSPOT INC$31.6M0.03%67,555CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$31.1M0.03%1,803,446CommonSOLE
G7S00T104PNRPENTAIR PLC$30.9M0.03%279,078CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$30.8M0.03%117,516CommonSOLE
72352L106PINSPINTEREST INC CLASS A$30.7M0.03%955,692CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$30.7M0.03%577,788CommonSOLE
366651107ITGARTNER INC$30.6M0.03%116,269CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$30.5M0.03%786,827CommonSOLE
337932107FEFIRSTENERGY CORP$30.4M0.03%663,557CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$30.0M0.03%1,485,436CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$30.0M0.03%157,608CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$29.9M0.03%189,261CommonSOLE
N00985106AERAERCAP HOLDINGS NV$29.5M0.03%243,662CommonSOLE
G3265R107APTVAPTIV PLC$29.3M0.03%340,255CommonSOLE
89400J107TRUTRANSUNION$28.9M0.03%344,567CommonSOLE
165167735EXEEXPAND ENERGY CORP$28.9M0.03%271,652CommonSOLE
941848103WATWATERS CORP$28.8M0.03%96,151CommonSOLE
084423102WRBWR BERKLEY CORP$28.7M0.03%374,759CommonSOLE
92936U109WPCWP CAREY INC$28.7M0.03%424,890CommonSOLE
436440101HO1HOLOGIC INC$28.4M0.03%420,227CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$28.4M0.03%343,752CommonSOLE
256746108DLTRDOLLAR TREE INC$28.3M0.03%300,099CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$28.2M0.03%385,450CommonSOLE
460146103IPINTERNATIONAL PAPER CO$28.1M0.03%606,518CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$28.0M0.03%33,927CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$28.0M0.03%550,804CommonSOLE
466313103JBLJABIL INC$28.0M0.03%128,743CommonSOLE
46187W107INVHINVITATION HOMES INC$27.9M0.03%950,639CommonSOLE
67059N108NTNXNUTANIX INC A$27.9M0.03%374,713CommonSOLE
372460105GPCGENUINE PARTS CO$27.7M0.03%199,912CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$27.7M0.03%593,358CommonSOLE
26142V105DKNGDRAFTKINGS INC CL A$27.5M0.03%736,254CommonSOLE
426281101JKHYJACK HENRY ASSOCIATES INC$27.3M0.03%183,195CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$26.9M0.03%64,185CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$26.7M0.03%627,822CommonSOLE
125896100CMSCMS ENERGY CORP$26.5M0.03%361,646CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$26.4M0.03%436,990CommonSOLE
219948106CPAYCORPAY INC$26.4M0.03%91,676CommonSOLE
866674104SUISUN COMMUNITIES INC$26.3M0.03%204,208CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$26.0M0.03%96,996CommonSOLE
457669307INSMINSMED INC$25.8M0.03%179,402CommonSOLE
G6683N103NUNU HOLDINGS LTD CAYMAN ISL A$25.8M0.03%1,609,897CommonSOLE
25179M103DVNDEVON ENERGY CORP$25.7M0.03%732,290CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP CL A$25.4M0.03%85,502CommonSOLE
422806109HEIHEICO CORP$25.4M0.03%78,623CommonSOLE
775711104ROLROLLINS INC$25.2M0.03%428,334CommonSOLE
493267108KEYKEYCORP$25.1M0.03%1,341,655CommonSOLE
422806208HEI/AHEICO CORP CLASS A$25.0M0.03%98,457CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$24.9M0.03%706,732CommonSOLE
888787108TOSTTOAST INC CLASS A$24.9M0.03%681,933CommonSOLE
682189105ONON SEMICONDUCTOR$24.7M0.03%501,376CommonSOLE
452327109ILMNILLUMINA INC$24.6M0.03%259,457CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$24.6M0.03%46,476CommonSOLE
881624209TEVATEVA PHARMACEUTICAL SP ADR$24.5M0.03%1,215,064CommonSOLE
142339100CSLCARLISLE COS INC$24.5M0.03%74,358CommonSOLE
90138F102TWLOTWILIO INC A$24.4M0.03%243,822CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS CL A$24.3M0.02%13,588CommonSOLE
679295105OKTAOKTA INC$24.3M0.02%265,066CommonSOLE
59522J103MAAMID AMERICA APARTMENT COMM$24.2M0.02%173,522CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$24.2M0.02%238,482CommonSOLE
65473P105NINISOURCE INC$24.1M0.02%556,392CommonSOLE
49446R109KIMKIMCO REALTY CORP$23.9M0.02%1,094,843CommonSOLE
04626A103ALABASTERA LABS INC$23.8M0.02%121,688CommonSOLE
G0176J109ALLEALLEGION PLC$23.7M0.02%133,723CommonSOLE
858119100STLDSTEEL DYNAMICS INC$23.7M0.02%169,682CommonSOLE
35137L105FOXAFOX CORP CLASS A$23.6M0.02%374,669CommonSOLE
384109104GGGGRACO INC$23.5M0.02%276,140CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$23.4M0.02%107,496CommonSOLE
189054109CLXCLOROX COMPANY$23.3M0.02%188,714CommonSOLE
668771108GENGEN DIGITAL INC$23.1M0.02%813,849CommonSOLE
216648501COOCOOPER COS INC THE$22.8M0.02%332,635CommonSOLE
G0250X107AMCRAMCOR PLC$22.7M0.02%2,771,516CommonSOLE
29362U104ENTGENTEGRIS INC$22.6M0.02%244,855CommonSOLE
256163106DOCUDOCUSIGN INC$22.5M0.02%312,785CommonSOLE
086516101BBYBEST BUY CO INC$22.5M0.02%297,697CommonSOLE
122017106BURLBURLINGTON STORES INC$22.5M0.02%88,239CommonSOLE
942622200WSOWATSCO INC$22.3M0.02%55,206CommonSOLE
45167R104IEXIDEX CORP$22.2M0.02%136,167CommonSOLE
127097103CTRACOTERRA ENERGY INC$22.1M0.02%934,516CommonSOLE
98954M200ZZILLOW GROUP INC C$22.1M0.02%286,277CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH$22.0M0.02%106,502CommonSOLE
758849103REGREGENCY CENTERS CORP$21.7M0.02%298,137CommonSOLE
45337C102INCYINCYTE CORP$21.7M0.02%255,769CommonSOLE
883203101TXTTEXTRON INC$21.7M0.02%256,527CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$21.6M0.02%178,358CommonSOLE
G4124C109GRABGRAB HOLDINGS LTD CL A$21.6M0.02%3,591,776CommonSOLE
962166104WYWEYERHAEUSER CO$21.6M0.02%869,992CommonSOLE
14316J108CGCARLYLE GROUP INC THE$21.5M0.02%343,028CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT A$21.4M0.02%643,694CommonSOLE
832696405SJMJM SMUCKER CO THE$21.4M0.02%196,863CommonSOLE

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.