MondegarAI
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

Q4 2025 · 13F-HR

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMholdings as filed

Filed 2026-02-17 · accession 0001081019-26-000004

$99.96B
Reported value
3,054
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM · Q4 2025

AI · grounded in 13F

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM established a new position in the iShares Core S&P 500 ETF IVV valued at $2.03B. The fund trimmed several holdings, including NVIDIA CORP NVDA by 1.99% and APPLE INC AAPL by 2.24%. It also reduced positions in MICROSOFT CORP MSFT by 1.55% and META PLATFORMS INC CLASS A META by 1.65%.

Holdings as filed

First 500 of 3054

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$7.01B7.01%37,569,999CommonSOLE
037833100AAPLAPPLE INC$6.25B6.25%22,981,011CommonSOLE
594918104MSFTMICROSOFT CORP$5.30B5.31%10,967,008CommonSOLE
023135106AMZNAMAZON COM INC$3.44B3.44%14,889,763CommonSOLE
02079K305GOOGLALPHABET INC CL A$2.84B2.84%9,077,332CommonSOLE
11135F101AVGOBROADCOM INC$2.41B2.41%6,961,668CommonSOLE
02079K107GOOGALPHABET INC CL C$2.35B2.35%7,493,706CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$2.22B2.22%3,362,289CommonSOLE
464287200IVVISHARES CORE S P 500 ETF$2.03B2.03%2,958,300CommonSOLE
88160R101TSLATESLA INC$1.97B1.97%4,380,570CommonSOLE
46625H100JPMJPMORGAN CHASE CO$1.37B1.37%4,260,642CommonSOLE
532457108LLYELI LILLY CO$1.34B1.34%1,244,311CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$1.07B1.07%2,128,287CommonSOLE
92826C839VVISA INC CLASS A SHARES$926.5M0.93%2,641,814CommonSOLE
478160104JNJJOHNSON JOHNSON$792.5M0.79%3,829,320CommonSOLE
931142103WMTWALMART INC$763.3M0.76%6,851,516CommonSOLE
57636Q104MAMASTERCARD INC A$755.3M0.76%1,323,057CommonSOLE
00287Y109ABBVABBVIE INC$626.6M0.63%2,742,565CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC A$624.5M0.62%3,513,425CommonSOLE
64110L106NFLXNETFLIX INC$619.6M0.62%6,608,496CommonSOLE
30231G102XOMEXXON MOBIL CORP$612.5M0.61%5,089,968CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$605.7M0.61%702,394CommonSOLE
060505104BACBANK OF AMERICA CORP$599.1M0.60%10,893,208CommonSOLE
007903107AMDADVANCED MICRO DEVICES$538.7M0.54%2,515,278CommonSOLE
437076102HDHOME DEPOT INC$530.1M0.53%1,540,434CommonSOLE
742718109PGPROCTER GAMBLE CO THE$526.8M0.53%3,676,190CommonSOLE
68389X105ORCLORACLE CORP$515.2M0.52%2,643,338CommonSOLE
369604301GEGENERAL ELECTRIC$510.6M0.51%1,657,685CommonSOLE
595112103MUMICRON TECHNOLOGY INC$497.6M0.50%1,743,321CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$475.5M0.48%6,172,891CommonSOLE
191216100KOCOCA COLA CO THE$467.0M0.47%6,679,564CommonSOLE
949746101WMT2WELLS FARGO CO$462.6M0.46%4,963,336CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$458.5M0.46%1,388,994CommonSOLE
459200101IBMINTL BUSINESS MACHINES CORP$430.5M0.43%1,453,292CommonSOLE
149123101CATCATERPILLAR INC$415.9M0.42%726,058CommonSOLE
58933Y105MRKMERCK CO INC$415.4M0.42%3,946,125CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$414.0M0.41%470,948CommonSOLE
79466L302CRMSALESFORCE INC$387.8M0.39%1,463,949CommonSOLE
75513E101RTXRTX CORP$385.7M0.39%2,102,876CommonSOLE
166764100CVXCHEVRON CORP$350.8M0.35%2,301,670CommonSOLE
580135101MCDMCDONALD S CORP$350.2M0.35%1,145,733CommonSOLE
002824100ABTABBOTT LABORATORIES$343.6M0.34%2,742,759CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$340.6M0.34%587,848CommonSOLE
172967424CCITIGROUP INC$340.4M0.34%2,916,894CommonSOLE
512807306LRCXLAM RESEARCH CORP$338.5M0.34%1,977,333CommonSOLE
617446448MSMORGAN STANLEY$328.5M0.33%1,850,246CommonSOLE
038222105AMATAPPLIED MATERIALS INC$323.6M0.32%1,259,023CommonSOLE
254687106DISWALT DISNEY CO THE$320.0M0.32%2,812,598CommonSOLE
025816109AXPAMERICAN EXPRESS CO$316.5M0.32%855,404CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$315.4M0.32%556,837CommonSOLE
713448108PEPPEPSICO INC$308.7M0.31%2,150,610CommonSOLE
747525103QCOMQUALCOMM INC$289.4M0.29%1,691,923CommonSOLE
461202103INTUINTUIT INC$288.1M0.29%434,868CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$281.9M0.28%52,640CommonSOLE
00206R102TATT INC$280.4M0.28%11,288,238CommonSOLE
36828A101GEVGE VERNOVA INC$279.6M0.28%427,835CommonSOLE
031162100AMGNAMGEN INC$276.6M0.28%845,056CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$274.9M0.27%6,748,164CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$270.4M0.27%2,706,535CommonSOLE
872540109TJXTJX COMPANIES INC$266.4M0.27%1,734,512CommonSOLE
097023105BABOEING CO THE$262.3M0.26%1,207,981CommonSOLE
458140100INTCINTEL CORP$260.6M0.26%7,061,110CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$259.9M0.26%3,180,435CommonSOLE
032095101APHAMPHENOL CORP CL A$259.1M0.26%1,917,365CommonSOLE
G1151C101ACNACCENTURE PLC CL A$259.0M0.26%965,319CommonSOLE
78409V104SPGISP GLOBAL INC$254.9M0.25%487,766CommonSOLE
482480100KLACKLA CORP$250.4M0.25%206,116CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$243.6M0.24%1,404,234CommonSOLE
09290D101BLKBLACKROCK INC$242.8M0.24%226,880CommonSOLE
03831W108APPAPPLOVIN CORP CLASS A$241.7M0.24%358,705CommonSOLE
81762P102NOWSERVICENOW INC$241.4M0.24%1,575,936CommonSOLE
375558103GILDGILEAD SCIENCES INC$240.0M0.24%1,955,264CommonSOLE
G54950103LINLINDE PLC$238.6M0.24%559,581CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$231.3M0.23%954,427CommonSOLE
235851102DHRDANAHER CORP$231.2M0.23%1,010,131CommonSOLE
717081103PFEPFIZER INC$229.3M0.23%9,207,009CommonSOLE
00724F101ADBEADOBE INC$225.4M0.23%644,077CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$224.8M0.22%2,357,705CommonSOLE
65339F101NEENEXTERA ENERGY INC$218.5M0.22%2,721,905CommonSOLE
040413205ANETARISTA NETWORKS INC$213.2M0.21%1,626,756CommonSOLE
032654105ADIANALOG DEVICES INC$211.0M0.21%778,125CommonSOLE
548661107LOWLOWE S COS INC$207.6M0.21%860,888CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORP$204.4M0.20%16,445,728CommonSOLE
743315103PGRPROGRESSIVE CORP$201.7M0.20%885,554CommonSOLE
G5960L103MDTMEDTRONIC PLC$201.0M0.20%2,091,960CommonSOLE
907818108UNPUNION PACIFIC CORP$200.7M0.20%867,811CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$198.3M0.20%1,016,297CommonSOLE
G29183103ETNEATON CORP PLC$194.4M0.19%610,320CommonSOLE
95040Q104WELLWELLTOWER INC$193.5M0.19%1,042,366CommonSOLE
863667101SYKSTRYKER CORP$191.7M0.19%545,348CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$190.9M0.19%1,036,381CommonSOLE
806857108SLBSLB LTD$188.5M0.19%4,910,682CommonSOLE
74340W103PLDPROLOGIS INC$185.9M0.19%1,455,911CommonSOLE
244199105DEDEERE CO$185.0M0.19%397,319CommonSOLE
H1467J104CBCHUBB LTD$184.9M0.18%592,286CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$183.1M0.18%3,394,861CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$181.2M0.18%6,062,297CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC A$180.5M0.18%385,098CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$174.9M0.17%385,751CommonSOLE
651639106NEMNEWMONT CORP$174.8M0.17%1,750,282CommonSOLE
21037T109CEGCONSTELLATION ENERGY$172.7M0.17%488,781CommonSOLE
701094104PHPARKER HANNIFIN CORP$172.4M0.17%196,101CommonSOLE
09260D107BXBLACKSTONE INC$169.8M0.17%1,101,523CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$166.9M0.17%648,784CommonSOLE
12572Q105CMECME GROUP INC$166.7M0.17%610,575CommonSOLE
872590104TMUST MOBILE US INC$164.2M0.16%808,894CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$162.7M0.16%336,301CommonSOLE
58155Q103MCKMCKESSON CORP$161.4M0.16%196,706CommonSOLE
126650100CVSCVS HEALTH CORP$153.2M0.15%1,930,439CommonSOLE
855244109SBUXSTARBUCKS CORP$151.1M0.15%1,794,007CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$149.4M0.15%922,437CommonSOLE
05722G100BKRBAKER HUGHES CO$142.1M0.14%3,119,734CommonSOLE
25809K105DASHDOORDASH INC A$140.6M0.14%620,641CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$139.9M0.14%1,205,081CommonSOLE
571748102MRSHMARSH MCLENNAN COS$139.6M0.14%752,274CommonSOLE
20825C104COPCONOCOPHILLIPS$139.4M0.14%1,489,423CommonSOLE
58733R102MELIMERCADOLIBRE INC$139.3M0.14%69,164CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$136.9M0.14%351,629CommonSOLE
871607107SNPSSYNOPSYS INC$136.3M0.14%290,263CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$132.5M0.13%634,613CommonSOLE
824348106SHWSHERWIN WILLIAMS CO THE$131.4M0.13%405,598CommonSOLE
278865100ECLECOLAB INC$131.4M0.13%500,510CommonSOLE
902973304USBUS BANCORP$130.5M0.13%2,445,423CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$130.4M0.13%417,148CommonSOLE
969457100WMBWILLIAMS COS INC$130.4M0.13%2,169,036CommonSOLE
88579Y101MMM3M CO$129.2M0.13%806,939CommonSOLE
770700102HOODROBINHOOD MARKETS INC A$127.7M0.13%1,129,162CommonSOLE
682680103OKEONEOK INC$127.5M0.13%1,735,247CommonSOLE
893641100TDGTRANSDIGM GROUP INC$126.5M0.13%95,138CommonSOLE
615369105MCOMOODY S CORP$125.4M0.13%245,477CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$125.2M0.13%1,045,477CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$122.8M0.12%215,362CommonSOLE
22052L104CTVACORTEVA INC$122.7M0.12%1,831,238CommonSOLE
03027X100AMTAMERICAN TOWER CORP$122.7M0.12%698,720CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$122.5M0.12%158,680CommonSOLE
443201108HWMHOWMET AEROSPACE INC$122.0M0.12%594,866CommonSOLE
369550108GDGENERAL DYNAMICS CORP$121.5M0.12%360,836CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$120.3M0.12%1,319,013CommonSOLE
036752103ELVELEVANCE HEALTH INC$119.8M0.12%341,853CommonSOLE
654106103NKENIKE INC CL B$118.6M0.12%1,861,374CommonSOLE
48251W104KKRKKR CO INC$118.0M0.12%925,892CommonSOLE
452308109ITWILLINOIS TOOL WORKS$117.8M0.12%478,226CommonSOLE
37045V100GMGENERAL MOTORS CO$117.1M0.12%1,440,061CommonSOLE
291011104EMREMERSON ELECTRIC CO$114.9M0.11%865,593CommonSOLE
842587107SOSOUTHERN CO THE$114.8M0.11%1,316,633CommonSOLE
125523100CITHE CIGNA GROUP$114.5M0.11%416,055CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$114.3M0.11%1,345,438CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$113.3M0.11%2,231,271CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC A$112.9M0.11%2,097,451CommonSOLE
40412C101HCAHCA HEALTHCARE INC$112.8M0.11%241,635CommonSOLE
G0403H108AONAON PLC CLASS A$112.3M0.11%318,341CommonSOLE
833445109SNOWSNOWFLAKE INC$110.1M0.11%501,718CommonSOLE
26441C204DUKDUKE ENERGY CORP$109.1M0.11%930,621CommonSOLE
29444U700EQIXEQUINIX INC$109.0M0.11%142,235CommonSOLE
G87052109TELTE CONNECTIVITY PLC$107.9M0.11%474,317CommonSOLE
231021106CMICUMMINS INC$107.7M0.11%211,073CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$106.7M0.11%183,737CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$106.3M0.11%3,687,728CommonSOLE
172908105CTASCINTAS CORP$105.6M0.11%561,683CommonSOLE
94106L109WMWASTE MANAGEMENT INC$105.4M0.11%479,931CommonSOLE
89417E109TRVTRAVELERS COS INC THE$103.1M0.10%355,504CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$103.0M0.10%1,303,441CommonSOLE
219350105GLWCORNING INC$103.0M0.10%1,175,880CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$102.3M0.10%2,077,992CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$101.6M0.10%265,180CommonSOLE
G25508105CRHCRH PLC$100.1M0.10%802,417CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$98.7M0.10%353,943CommonSOLE
363576109AJGARTHUR J GALLAGHER CO$97.9M0.10%378,483CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$97.9M0.10%528,974CommonSOLE
03073E105CORCENCORA INC$97.7M0.10%289,339CommonSOLE
126408103CSXCSX CORP$97.4M0.10%2,687,532CommonSOLE
74762E102QUREQUANTA SERVICES INC$95.8M0.10%226,877CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$95.7M0.10%1,248,479CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$95.3M0.10%658,610CommonSOLE
009066101ABNBAIRBNB INC CLASS A$95.1M0.10%700,795CommonSOLE
052769106ADSKAUTODESK INC$94.3M0.09%318,697CommonSOLE
075887109BDXBECTON DICKINSON AND CO$94.3M0.09%485,685CommonSOLE
958102105WDCWESTERN DIGITAL CORP$93.8M0.09%544,524CommonSOLE
693718108PCARPACCAR INC$93.2M0.09%850,820CommonSOLE
18915M107NETCLOUDFLARE INC CLASS A$93.1M0.09%472,403CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$92.7M0.09%321,242CommonSOLE
92537N108VRTVERTIV HOLDINGS CO A$92.2M0.09%569,071CommonSOLE
98978V103ZTSZOETIS INC$91.0M0.09%723,520CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$90.2M0.09%307,390CommonSOLE
001055102AFLAFLAC INC$88.8M0.09%805,095CommonSOLE
911312106UPSUNITED PARCEL SERVICE CL B$87.3M0.09%879,980CommonSOLE
778296103ROSTROSS STORES INC$87.3M0.09%484,534CommonSOLE
756109104OREALTY INCOME CORP$86.9M0.09%1,541,845CommonSOLE
053332102AZOAUTOZONE INC$86.8M0.09%25,582CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$86.3M0.09%300,353CommonSOLE
146869102CVNACARVANA CO$86.0M0.09%203,894CommonSOLE
571903202MARMARRIOTT INTERNATIONAL CL A$85.1M0.09%274,438CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$84.8M0.08%125,402CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$84.7M0.08%307,386CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$84.5M0.08%987,656CommonSOLE
911363109URIUNITED RENTALS INC$83.4M0.08%103,083CommonSOLE
020002101ALLALLSTATE CORP$83.2M0.08%399,896CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$81.8M0.08%1,401,947CommonSOLE
031100100AMEAMETEK INC$81.7M0.08%397,895CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$80.6M0.08%181,013CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$80.3M0.08%201,816CommonSOLE
406216101HALHALLIBURTON CO$80.0M0.08%2,832,509CommonSOLE
049560105ATOATMOS ENERGY CORP$80.0M0.08%477,492CommonSOLE
285512109EAELECTRONIC ARTS INC$79.7M0.08%389,880CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$79.5M0.08%366,441CommonSOLE
540424108LLOEWS CORP$78.5M0.08%745,837CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWRE$78.4M0.08%306,227CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$78.3M0.08%2,116,734CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$78.2M0.08%380,437CommonSOLE
12504L109CBRECBRE GROUP INC A$77.4M0.08%481,195CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$77.2M0.08%906,044CommonSOLE
34959E109FTNTFORTINET INC$77.1M0.08%970,561CommonSOLE
31428X106FDXFEDEX CORP$77.0M0.08%266,513CommonSOLE
16411R208LNGCHENIERE ENERGY INC$76.2M0.08%392,146CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$76.1M0.08%583,515CommonSOLE
816851109SRESEMPRA$74.4M0.07%842,656CommonSOLE
771049103RBLXROBLOX CORP CLASS A$74.0M0.07%913,738CommonSOLE
59156R108METMETLIFE INC$73.8M0.07%934,780CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$73.6M0.07%638,247CommonSOLE
384802104GWWWW GRAINGER INC$73.5M0.07%72,812CommonSOLE
345370860FFORD MOTOR CO$73.1M0.07%5,570,780CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$72.2M0.07%639,208CommonSOLE
311900104FASTFASTENAL CO$72.1M0.07%1,797,848CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$72.1M0.07%318,628CommonSOLE
30161N101EXCEXELON CORP$71.2M0.07%1,633,160CommonSOLE
988498101YUMYUM BRANDS INC$69.8M0.07%461,603CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$69.0M0.07%140,765CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$68.9M0.07%239,799CommonSOLE
30040W108ESEVERSOURCE ENERGY$68.9M0.07%1,022,821CommonSOLE
26875P101EOGEOG RESOURCES INC$68.7M0.07%654,573CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$68.7M0.07%319,902CommonSOLE
55354G100MSCIMSCI INC$68.2M0.07%118,950CommonSOLE
87612E106TGTTARGET CORP$67.7M0.07%692,962CommonSOLE
74460D109PSAPUBLIC STORAGE$67.4M0.07%259,689CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$67.3M0.07%302,291CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$67.2M0.07%434,650CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$67.1M0.07%74,069CommonSOLE
05464C101AXONAXON ENTERPRISE INC$66.7M0.07%117,443CommonSOLE
278642103EBAYEBAY INC$66.3M0.07%761,561CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$66.2M0.07%170,200CommonSOLE
49456B101KMIKINDER MORGAN INC$65.8M0.07%2,392,171CommonSOLE
009158106APDAIR PRODUCTS CHEMICALS INC$65.6M0.07%265,404CommonSOLE
631103108NDAQNASDAQ INC$65.3M0.07%672,111CommonSOLE
92840M102VSTVISTRA CORP$65.1M0.07%403,389CommonSOLE
929160109VMCVULCAN MATERIALS CO$65.0M0.07%227,872CommonSOLE
22822V101CCICROWN CASTLE INC$64.9M0.06%730,659CommonSOLE
337738108FISVFISERV INC$64.8M0.06%965,212CommonSOLE
209115104EDCONSOLIDATED EDISON INC$64.8M0.06%652,394CommonSOLE
704326107PAYXPAYCHEX INC$64.4M0.06%574,443CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$64.0M0.06%1,210,484CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS A$63.3M0.06%762,958CommonSOLE
24703L202DELLDELL TECHNOLOGIES C$63.3M0.06%502,904CommonSOLE
857477103STTSTATE STREET CORP$62.8M0.06%486,897CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$62.7M0.06%2,237,725CommonSOLE
718546104PSXPHILLIPS 66$62.3M0.06%482,799CommonSOLE
23804L103DDOGDATADOG INC CLASS A$62.2M0.06%457,638CommonSOLE
594972408MSTRSTRATEGY INC$62.1M0.06%408,369CommonSOLE
929740108WABWABTEC CORP$61.5M0.06%287,959CommonSOLE
303250104FICOFAIR ISAAC CORP$61.3M0.06%36,283CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$61.0M0.06%917,849CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$60.9M0.06%447,500CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$60.7M0.06%269,088CommonSOLE
91913Y100VLOVALERO ENERGY CORP$60.4M0.06%370,799CommonSOLE
25746U109DDOMINION ENERGY INC$59.7M0.06%1,018,467CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGY$59.5M0.06%725,616CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$59.2M0.06%364,258CommonSOLE
23331A109DHIDR HORTON INC$58.2M0.06%403,821CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMENT PLC DI$57.3M0.06%266,598CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$56.6M0.06%199,616CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$56.2M0.06%643,824CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES IN$55.8M0.06%274,708CommonSOLE
49177J102KVUEKENVUE INC$55.4M0.06%3,209,430CommonSOLE
98419M100XYLXYLEM INC$55.1M0.06%404,613CommonSOLE
761152107RMDRESMED INC$55.1M0.06%228,552CommonSOLE
760759100RSGREPUBLIC SERVICES INC$54.9M0.05%258,931CommonSOLE
81141R100SESEA LTD ADR$54.4M0.05%426,686CommonSOLE
457669307INSMINSMED INC$54.0M0.05%310,330CommonSOLE
922475108VEEVVEEVA SYSTEMS INC CLASS A$53.8M0.05%240,963CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$53.7M0.05%389,818CommonSOLE
852234103XYZBLOCK INC$53.6M0.05%824,065CommonSOLE
69331C108PCGP G E CORP$53.3M0.05%3,318,435CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$53.1M0.05%237,557CommonSOLE
H2906T109GRMNGARMIN LTD$53.1M0.05%261,649CommonSOLE
925652109VICIVICI PROPERTIES INC$53.1M0.05%1,887,183CommonSOLE
217204106CPRTCOPART INC$52.8M0.05%1,348,461CommonSOLE
92276F100VTRVENTAS INC$52.3M0.05%675,925CommonSOLE
98389B100XELXCEL ENERGY INC$52.2M0.05%706,103CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$52.1M0.05%158,632CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$51.7M0.05%811,339CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$51.7M0.05%55,384CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$51.6M0.05%2,149,554CommonSOLE
45687V106IRINGERSOLL RAND INC$51.5M0.05%649,478CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$51.1M0.05%291,435CommonSOLE
60937P106MDBMONGODB INC$51.1M0.05%121,656CommonSOLE
171779309CIENCIENA CORP$50.2M0.05%214,784CommonSOLE
03990B101ARESARES MANAGEMENT CORP A$50.2M0.05%310,685CommonSOLE
693506107PPGPPG INDUSTRIES INC$49.9M0.05%486,960CommonSOLE
880770102TERTERADYNE INC$49.5M0.05%255,687CommonSOLE
29364G103ETRENTERGY CORP$49.4M0.05%534,521CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$49.3M0.05%331,096CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE$48.7M0.05%310,678CommonSOLE
773121108RKLBROCKET LAB CORP$48.6M0.05%696,369CommonSOLE
316773100FITBFIFTH THIRD BANCORP$48.0M0.05%1,026,478CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$47.8M0.05%498,650CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$47.7M0.05%593,422CommonSOLE
871829107SYYSYSCO CORP$47.5M0.05%644,620CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$47.5M0.05%257,273CommonSOLE
501044101KRKROGER CO$47.3M0.05%756,693CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$46.7M0.05%1,782,842CommonSOLE
665859104NTRSNORTHERN TRUST CORP$46.5M0.05%340,522CommonSOLE
632307104NTRANATERA INC$46.3M0.05%201,919CommonSOLE
759509102RSRELIANCE INC$46.1M0.05%159,630CommonSOLE
22160N109CSGPCOSTAR GROUP INC$45.9M0.05%682,638CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$45.9M0.05%205,583CommonSOLE
427866108HSYHERSHEY CO THE$45.4M0.05%249,418CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$45.3M0.05%180,545CommonSOLE
444859102HUMHUMANA INC$45.0M0.05%175,737CommonSOLE
670346105NUENUCOR CORP$44.7M0.04%274,316CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS$44.7M0.04%71,855CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$44.4M0.04%276,462CommonSOLE
G8473T100STESTERIS PLC$44.3M0.04%174,819CommonSOLE
260003108DOVDOVER CORP$44.2M0.04%226,357CommonSOLE
294429105EFXEQUIFAX INC$44.1M0.04%203,373CommonSOLE
681919106OMCOMNICOM GROUP$44.1M0.04%545,796CommonSOLE
55261F104MTBM T BANK CORP$44.0M0.04%218,544CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$43.9M0.04%428,797CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$43.7M0.04%31,341CommonSOLE
053484101AVBAVALONBAY COMMUNITIES INC$43.1M0.04%237,768CommonSOLE
50212V100LPLALPL FINANCIAL HOLDINGS INC$42.7M0.04%119,651CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GRO CL A$42.5M0.04%660,940CommonSOLE
90384S303ULTAULTA BEAUTY INC$42.3M0.04%69,934CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$42.0M0.04%503,118CommonSOLE
876030107TPRTAPESTRY INC$42.0M0.04%328,438CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$41.9M0.04%82,131CommonSOLE
281020107EIXEDISON INTERNATIONAL$41.5M0.04%692,216CommonSOLE
92338C103VLTOVERALTO CORP$41.5M0.04%415,529CommonSOLE
336433107FSLRFIRST SOLAR INC$41.4M0.04%158,361CommonSOLE
749685103RPMRPM INTERNATIONAL INC$41.1M0.04%394,860CommonSOLE
29084Q100EMEEMCOR GROUP INC$40.7M0.04%66,569CommonSOLE
92939U106WECWEC ENERGY GROUP INC$40.6M0.04%384,796CommonSOLE
518439104ELESTEE LAUDER COMPANIES CL A$40.1M0.04%382,718CommonSOLE
252131107DXCMDEXCOM INC$40.0M0.04%602,946CommonSOLE
26884L109EQTEQT CORP$39.9M0.04%744,351CommonSOLE
494368103KMBKIMBERLY CLARK CORP$39.9M0.04%395,272CommonSOLE
09062X103BIIBBIOGEN INC$39.8M0.04%226,380CommonSOLE
78467J100SSNCSSC TECHNOLOGIES HOLDINGS$39.7M0.04%454,515CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$39.4M0.04%302,331CommonSOLE
570535104MKLMARKEL GROUP INC$39.2M0.04%18,233CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$39.1M0.04%782,061CommonSOLE
049468101TEAMATLASSIAN CORP CL A$39.0M0.04%240,349CommonSOLE
143658300CCL1EURCARNIVAL CORP$38.8M0.04%1,269,094CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$38.6M0.04%239,844CommonSOLE
34959J108FTVFORTIVE CORP$38.4M0.04%696,409CommonSOLE
881624209TEVATEVA PHARMACEUTICAL SP ADR$38.3M0.04%1,225,965CommonSOLE
443510607HUBBHUBBELL INC$36.9M0.04%83,100CommonSOLE
629377508NRGNRG ENERGY INC$36.9M0.04%231,520CommonSOLE
29476L107EQREQUITY RESIDENTIAL$36.7M0.04%582,233CommonSOLE
579780206MKCMCCORMICK CO NON VTG SHRS$36.7M0.04%538,707CommonSOLE
40434L105HPQHP INC$36.4M0.04%1,634,588CommonSOLE
370334104GISGENERAL MILLS INC$36.4M0.04%782,507CommonSOLE
531229755FWONKLIBERTY MEDIA CORP FORMULA C$36.3M0.04%368,740CommonSOLE
550021109LULULULULEMON ATHLETICA INC$36.2M0.04%174,216CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$36.1M0.04%251,593CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$36.1M0.04%877,543CommonSOLE
46284V101IRMIRON MOUNTAIN INC$36.0M0.04%434,105CommonSOLE
256677105DGDOLLAR GENERAL CORP$36.0M0.04%270,852CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$35.9M0.04%199,169CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP$35.8M0.04%405,497CommonSOLE
75734B100RDDTREDDIT INC CL A$35.6M0.04%155,072CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$35.6M0.04%1,592,923CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$35.3M0.04%2,034,430CommonSOLE
722304102PDDPDD HOLDINGS INC$35.1M0.04%309,209CommonSOLE
941848103WATWATERS CORP$34.8M0.03%91,666CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$34.7M0.03%1,279,362CommonSOLE
04626A103ALABASTERA LABS INC$34.7M0.03%208,364CommonSOLE
896239100TRMBTRIMBLE INC$34.5M0.03%440,849CommonSOLE
526057104LENLENNAR CORP W D$34.4M0.03%334,703CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$34.3M0.03%210,037CommonSOLE
90138F102TWLOTWILIO INC A$34.3M0.03%240,894CommonSOLE
171340102CHDCHURCH DWIGHT CO INC$34.2M0.03%407,893CommonSOLE
21036P108STZCONSTELLATION BRANDS INC A$34.2M0.03%247,587CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$34.1M0.03%523,628CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$34.0M0.03%175,570CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$33.9M0.03%235,773CommonSOLE
64110D104NTAPNETAPP INC$33.9M0.03%316,524CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$33.7M0.03%224,129CommonSOLE
256746108DLTRDOLLAR TREE INC$33.7M0.03%273,842CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$33.6M0.03%235,958CommonSOLE
053611109AVYAVERY DENNISON CORP$33.1M0.03%182,254CommonSOLE
N00985106AERAERCAP HOLDINGS NV$33.1M0.03%230,520CommonSOLE
74624M102PPURE STORAGE INC CLASS A$33.1M0.03%493,584CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$33.1M0.03%861,994CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$32.9M0.03%572,758CommonSOLE
745867101PHMPULTEGROUP INC$32.9M0.03%280,308CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$32.6M0.03%558,933CommonSOLE
023608102AEEAMEREN CORPORATION$32.6M0.03%326,219CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$32.4M0.03%375,579CommonSOLE
500754106KHCKRAFT HEINZ CO THE$32.4M0.03%1,335,725CommonSOLE
233331107DTEDTE ENERGY COMPANY$32.0M0.03%248,411CommonSOLE
15135B101CNCCENTENE CORP$32.0M0.03%777,854CommonSOLE
98980G102ZSZSCALER INC$32.0M0.03%142,232CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$32.0M0.03%412,858CommonSOLE
46187W107INVHINVITATION HOMES INC$31.8M0.03%1,144,601CommonSOLE
452327109ILMNILLUMINA INC$31.7M0.03%241,360CommonSOLE
12514G108CDWCDW CORP DE$31.4M0.03%230,692CommonSOLE
426281101JKHYJACK HENRY ASSOCIATES INC$31.4M0.03%171,832CommonSOLE
165167735EXEEXPAND ENERGY CORP$31.3M0.03%283,455CommonSOLE
969904101WSMWILLIAMS SONOMA INC$31.3M0.03%175,108CommonSOLE
80004C200SNDKSANDISK CORP$31.3M0.03%131,713CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$31.2M0.03%113,570CommonSOLE
833034101SNASNAP ON INC$31.2M0.03%90,579CommonSOLE
69370C100PTCPTC INC$31.0M0.03%177,879CommonSOLE
504922105LHLABCORP HOLDINGS INC$31.0M0.03%123,465CommonSOLE
69351T106PPLPPL CORP$30.9M0.03%883,537CommonSOLE
Y2573F102FLEXFLEX LTD$30.9M0.03%510,893CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$30.8M0.03%63,304CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$30.7M0.03%341,893CommonSOLE
46982L108JJACOBS SOLUTIONS INC$30.7M0.03%231,778CommonSOLE
35137L105FOXAFOX CORP CLASS A$30.5M0.03%417,901CommonSOLE
H2927K103AMRZAMRIZE LTD$30.4M0.03%561,815CommonSOLE
45784P101PODDINSULET CORP$30.4M0.03%106,782CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$30.2M0.03%781,519CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$30.1M0.03%66,291CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$29.9M0.03%779,816CommonSOLE
89400J107TRUTRANSUNION$29.8M0.03%347,699CommonSOLE
436440101HO1HOLOGIC INC$29.6M0.03%397,483CommonSOLE
337932107FEFIRSTENERGY CORP$29.2M0.03%652,226CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$29.2M0.03%168,001CommonSOLE
466313103JBLJABIL INC$29.1M0.03%127,509CommonSOLE
493267108KEYKEYCORP$29.1M0.03%1,408,301CommonSOLE
366651107ITGARTNER INC$28.8M0.03%113,996CommonSOLE
92343E102VRSNVERISIGN INC$28.7M0.03%117,985CommonSOLE
574599106MASMASCO CORP$28.6M0.03%450,144CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$28.6M0.03%639,146CommonSOLE
858119100STLDSTEEL DYNAMICS INC$28.3M0.03%167,007CommonSOLE
00827B106AFRMAFFIRM HOLDINGS INC$28.3M0.03%379,803CommonSOLE
31946M103FCNCAFIRST CITIZENS BCSHS CL A$28.3M0.03%13,169CommonSOLE
G7S00T104PNRPENTAIR PLC$28.0M0.03%269,177CommonSOLE
422806109HEIHEICO CORP$28.0M0.03%86,485CommonSOLE
62944T105NVRNVR INC$27.9M0.03%3,825CommonSOLE
115236101BROBROWN BROWN INC$27.8M0.03%348,673CommonSOLE
380237107GDDYGODADDY INC CLASS A$27.8M0.03%223,812CommonSOLE
093712107BEBLOOM ENERGY CORP A$27.7M0.03%318,387CommonSOLE
19247G107COHRCOHERENT CORP$27.3M0.03%147,725CommonSOLE
084423102WRBWR BERKLEY CORP$26.9M0.03%383,530CommonSOLE
G6683N103NUNU HOLDINGS LTD CAYMAN ISL A$26.7M0.03%1,595,463CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$26.6M0.03%144,594CommonSOLE
682189105ONON SEMICONDUCTOR$26.6M0.03%490,618CommonSOLE
216648501COOCOOPER COS INC THE$26.3M0.03%321,424CommonSOLE
88339J105TTDTRADE DESK INC THE CLASS A$26.3M0.03%693,730CommonSOLE
25179M103DVNDEVON ENERGY CORP$26.3M0.03%717,839CommonSOLE
219948106CPAYCORPAY INC$25.9M0.03%86,094CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$25.9M0.03%542,597CommonSOLE
443573100HUBSHUBSPOT INC$25.8M0.03%64,408CommonSOLE
92936U109WPCWP CAREY INC$25.4M0.03%394,418CommonSOLE
315616102FFIVF5 INC$25.2M0.03%98,915CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$25.2M0.03%461,136CommonSOLE
122017106BURLBURLINGTON STORES INC$25.2M0.03%87,120CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC A$25.1M0.03%120,188CommonSOLE
G3265R107APTVAPTIV PLC$25.0M0.03%328,746CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$25.0M0.02%95,413CommonSOLE
125896100CMSCMS ENERGY CORP$24.9M0.02%356,500CommonSOLE
775711104ROLROLLINS INC$24.9M0.02%414,968CommonSOLE
55024U109LITELUMENTUM HOLDINGS INC$24.8M0.02%67,293CommonSOLE
26142V105DKNGDRAFTKINGS INC CL A$24.6M0.02%714,125CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$24.6M0.02%634,862CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC A$24.5M0.02%1,245,524CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$24.5M0.02%835,866CommonSOLE
384109104GGGGRACO INC$24.4M0.02%298,108CommonSOLE
59522J103MAAMID AMERICA APARTMENT COMM$24.4M0.02%175,549CommonSOLE
45337C102INCYINCYTE CORP$24.3M0.02%246,459CommonSOLE
72352L106PINSPINTEREST INC CLASS A$24.2M0.02%935,062CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$24.0M0.02%231,461CommonSOLE
127097103CTRACOTERRA ENERGY INC$23.9M0.02%908,546CommonSOLE
00766T100ACMAECOM$23.7M0.02%249,081CommonSOLE
668771108GENGEN DIGITAL INC$23.7M0.02%872,408CommonSOLE
460146103IPINTERNATIONAL PAPER CO$23.7M0.02%600,634CommonSOLE
866674104SUISUN COMMUNITIES INC$23.6M0.02%190,643CommonSOLE
45167R104IEXIDEX CORP$23.6M0.02%132,591CommonSOLE
65473P105NINISOURCE INC$23.5M0.02%561,618CommonSOLE
888787108TOSTTOAST INC CLASS A$23.3M0.02%656,499CommonSOLE
142339100CSLCARLISLE COS INC$23.3M0.02%72,803CommonSOLE
278768106SATSECHOSTAR CORP A$23.2M0.02%213,357CommonSOLE
G0250X107AMCRAMCOR PLC$23.0M0.02%2,753,171CommonSOLE
679295105OKTAOKTA INC$23.0M0.02%265,529CommonSOLE
422806208HEI/AHEICO CORP CLASS A$22.7M0.02%90,012CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT A$22.6M0.02%704,349CommonSOLE
N97284108NBISNEBIUS GROUP NV$22.6M0.02%269,544CommonSOLE
758849103REGREGENCY CENTERS CORP$22.5M0.02%326,005CommonSOLE
49446R109KIMKIMCO REALTY CORP$22.3M0.02%1,100,708CommonSOLE
74743L100QQNITY ELECTRONICS INC$22.2M0.02%272,167CommonSOLE
G0176J109ALLEALLEGION PLC$22.1M0.02%139,045CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$22.0M0.02%106,821CommonSOLE
372460105GPCGENUINE PARTS CO$21.7M0.02%176,793CommonSOLE
G3223R108EGEVEREST GROUP LTD$21.6M0.02%63,562CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP CL A$21.5M0.02%88,504CommonSOLE
46222L108IONQIONQ INC$21.4M0.02%476,339CommonSOLE
77311W101RKTROCKET COS INC CLASS A$21.2M0.02%1,096,396CommonSOLE
526107107LIILENNOX INTERNATIONAL INC$21.2M0.02%43,617CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$20.7M0.02%514,872CommonSOLE

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.