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CONNING INC.

Q1 2025 · 13F-HR

CONNING INC.holdings as filed

Filed 2025-04-29 · accession 0001085146-25-002409

$2.86B
Reported value
351
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$87.6M3.07%156,633CommonSOLE
464287200IVVISHARES TR$57.2M2.00%101,828CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$41.5M1.45%79,230CommonSOLE
464287804IJRISHARES TR$41.3M1.45%395,038CommonSOLE
30231G102XOMEXXON MOBIL CORP$41.2M1.44%346,776CommonSOLE
20825C104COPCONOCOPHILLIPS$41.0M1.44%390,631CommonSOLE
166764100CVXCHEVRON CORP NEW$39.5M1.38%236,357CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$38.8M1.36%158,343CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$37.9M1.32%834,889CommonSOLE
369550108GDGENERAL DYNAMICS CORP$37.5M1.31%137,531CommonSOLE
00287Y109ABBVABBVIE INC$37.4M1.31%178,333CommonSOLE
20030N101CMCSACOMCAST CORP NEW$37.1M1.30%1,006,310CommonSOLE
12572Q105CMECME GROUP INC$37.1M1.30%139,955CommonSOLE
75513E101RTXRTX CORPORATION$37.0M1.29%279,007CommonSOLE
191216100KOCOCA COLA CO$36.9M1.29%514,967CommonSOLE
609207105MDLZMONDELEZ INTL INC$36.7M1.28%540,978CommonSOLE
742718109PGPROCTER AND GAMBLE CO$36.5M1.28%214,328CommonSOLE
580135101MCDMCDONALDS CORP$36.5M1.28%116,723CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$36.5M1.28%137,857CommonSOLE
001055102AFLAFLAC INC$36.4M1.27%327,443CommonSOLE
464288588MBBISHARES TR$36.4M1.27%387,672CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$36.3M1.27%595,727CommonSOLE
26875P101EOGEOG RES INC$36.3M1.27%282,928CommonSOLE
149123101CATCATERPILLAR INC$36.1M1.26%109,385CommonSOLE
704326107PAYXPAYCHEX INC$35.8M1.25%231,852CommonSOLE
17275R102CSCOCISCO SYS INC$35.7M1.25%578,045CommonSOLE
747525103QCOMQUALCOMM INC$35.7M1.25%232,201CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$35.7M1.25%380,561CommonSOLE
681919106OMCOMNICOM GROUP INC$35.6M1.25%429,422CommonSOLE
437076102HDHOME DEPOT INC$35.5M1.24%96,801CommonSOLE
91913Y100VLOVALERO ENERGY CORP$35.5M1.24%268,564CommonSOLE
09290D101BLKBLACKROCK INC$35.4M1.24%37,436CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$35.3M1.24%248,464CommonSOLE
375558103GILDGILEAD SCIENCES INC$35.0M1.23%312,727CommonSOLE
713448108PEPPEPSICO INC$35.0M1.23%233,656CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$35.0M1.22%114,488CommonSOLE
907818108UNPUNION PAC CORP$34.8M1.22%147,478CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$34.7M1.21%77,605CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$34.6M1.21%411,964CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$34.5M1.21%196,217CommonSOLE
002824100ABTABBOTT LABS$34.4M1.20%259,591CommonSOLE
219350105GLWCORNING INC$34.4M1.20%750,394CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$34.2M1.20%404,953CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$34.1M1.19%137,686CommonSOLE
617446448MSMORGAN STANLEY$33.9M1.19%290,429CommonSOLE
086516101BBYBEST BUY INC$33.4M1.17%454,314CommonSOLE
478160104JNJJOHNSON & JOHNSON$33.4M1.17%201,456CommonSOLE
695156109PKGPACKAGING CORP AMER$33.4M1.17%168,431CommonSOLE
882508104TXNTEXAS INSTRS INC$33.3M1.17%185,568CommonSOLE
372460105GPCGENUINE PARTS CO$33.2M1.16%278,749CommonSOLE
40434L105HPQHP INC$32.5M1.14%1,173,130CommonSOLE
231021106CMICUMMINS INC$31.9M1.12%101,694CommonSOLE
032654105ADIANALOG DEVICES INC$31.6M1.11%156,768CommonSOLE
855244109SBUXSTARBUCKS CORP$31.0M1.08%315,638CommonSOLE
718172109PMPHILIP MORRIS INTL INC$28.8M1.01%181,582CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$26.4M0.92%641,275CommonSOLE
464287465EFAISHARES TR$26.4M0.92%322,459CommonSOLE
037833100AAPLAPPLE INC$24.5M0.86%110,419CommonSOLE
464287242LQDISHARES TR$23.7M0.83%217,697CommonSOLE
67066G104NVDANVIDIA CORPORATION$22.1M0.77%203,967CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$21.4M0.75%40,185CommonSOLE
594918104MSFTMICROSOFT CORP$21.3M0.74%56,701CommonSOLE
922908363VOOVANGUARD INDEX FDS$20.3M0.71%39,435CommonSOLE
464287507IJHISHARES TR$19.3M0.68%330,740CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$17.4M0.61%696,517CommonSOLE
922908769VTIVANGUARD INDEX FDS$13.5M0.47%49,266CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$13.1M0.46%490,000CommonSOLE
464288612GVIISHARES TR$12.4M0.43%117,107CommonSOLE
464288687PFFISHARES TR$12.0M0.42%390,500CommonSOLE
30303M102METAMETA PLATFORMS INC$11.1M0.39%19,215CommonSOLE
37954Y657PFFDGLOBAL X FDS$11.0M0.39%580,200CommonSOLE
023135106AMZNAMAZON COM INC$11.0M0.39%58,057CommonSOLE
464287655IWMISHARES TR$10.2M0.36%50,939CommonSOLE
46432F842IEFAISHARES TR$9.0M0.31%118,845CommonSOLE
02079K305GOOGLALPHABET INC$9.0M0.31%57,922CommonSOLE
464287614IWFISHARES TR$8.7M0.30%24,087CommonSOLE
92826C839VVISA INC$8.1M0.28%23,019CommonSOLE
532457108LLYELI LILLY & CO$7.8M0.27%9,396CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$7.7M0.27%6,235CommonSOLE
464287473IWSISHARES TR$7.6M0.27%60,379CommonSOLE
464287481IWPISHARES TR$7.5M0.26%63,734CommonSOLE
46434G103IEMGISHARES INC$7.4M0.26%137,998CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$7.3M0.25%7,520,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$7.2M0.25%6,065CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.1M0.25%12,872CommonSOLE
97717X701HEDJWISDOMTREE TR$6.8M0.24%144,030CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$6.7M0.24%253,673CommonSOLE
464287499IWRISHARES TR$6.7M0.24%79,001CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$6.5M0.23%6,550,000CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$6.4M0.22%5,735,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$6.3M0.22%6,435,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M0.22%11,783CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$6.2M0.22%6,300,000CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$6.2M0.22%5,715,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.1M0.21%6,435CommonSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$6.1M0.21%5,650,000CommonSOLE
931142103WMTWALMART INC$5.9M0.21%67,602CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$5.9M0.21%5,800,000CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$5.8M0.20%5,600,000CommonSOLE
90353TAJ9UBER 0 12/15/25UBER TECHNOLOGIES INC$5.5M0.19%5,200,000CommonSOLE
461202103INTUINTUIT$5.4M0.19%8,820CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$5.3M0.19%4,600,000CommonSOLE
464288638IGIBISHARES TR$5.3M0.19%100,754CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$5.2M0.18%5,200,000CommonSOLE
11135F101AVGOBROADCOM INC$5.1M0.18%30,616CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.1M0.18%10,285CommonSOLE
872540109TJXTJX COS INC NEW$5.0M0.18%41,265CommonSOLE
79466L302CRMSALESFORCE INC$4.9M0.17%18,246CommonSOLE
038222105AMATAPPLIED MATLS INC$4.8M0.17%33,054CommonSOLE
09857LAN8BKNG 0.75 05/01/25BOOKING HOLDINGS INC$4.8M0.17%1,950,000CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$4.8M0.17%3,690,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.8M0.17%27,559CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$4.7M0.17%5,250,000CommonSOLE
477839AB0JBTM 0.25 05/15/26JBT MAREL CORPORATION$4.6M0.16%4,675,000CommonSOLE
464288513HYGISHARES TR$4.6M0.16%58,395CommonSOLE
743315103PGRPROGRESSIVE CORP$4.6M0.16%16,247CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$4.6M0.16%4,875,000CommonSOLE
482480100KLACKLA CORP$4.5M0.16%6,616CommonSOLE
88160R101TSLATESLA INC$4.5M0.16%17,226CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$4.5M0.16%77,076CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$4.5M0.16%4,200,000CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.4M0.15%60,613CommonSOLE
235851102DHRDANAHER CORPORATION$4.4M0.15%21,400CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.4M0.15%55,647CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.4M0.15%17,833CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$4.3M0.15%3,600,000CommonSOLE
254687106DISDISNEY WALT CO$4.3M0.15%43,598CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.3M0.15%930CommonSOLE
278865100ECLECOLAB INC$4.3M0.15%16,842CommonSOLE
02079K107GOOGALPHABET INC$4.3M0.15%27,230CommonSOLE
464287309IVWISHARES TR$4.1M0.14%44,404CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.0M0.14%17,405CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$3.8M0.13%3,600,000CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.7M0.13%40,944CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$3.7M0.13%3,900,000CommonSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$3.6M0.13%3,600,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$3.6M0.12%4,170,000CommonSOLE
59156R108METMETLIFE INC$3.5M0.12%43,089CommonSOLE
928298AP3VISHAY INTERTECHNOLOGY INC$3.4M0.12%3,450,000CommonSOLE
654106103NKENIKE INC$3.4M0.12%53,199CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$3.4M0.12%3,600,000CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.3M0.12%65,275CommonSOLE
58933Y105MRKMERCK & CO INC$3.2M0.11%35,126CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$3.1M0.11%3,000,000CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$3.1M0.11%120,481CommonSOLE
464287234EEMISHARES TR$3.0M0.10%68,083CommonSOLE
78464A367SPLBSPDR SER TR$2.8M0.10%124,080CommonSOLE
922908629VOVANGUARD INDEX FDS$2.7M0.10%10,535CommonSOLE
64110L106NFLXNETFLIX INC$2.5M0.09%2,731CommonSOLE
30034W106EVRGEVERGY INC$2.3M0.08%34,049CommonSOLE
464288661IEIISHARES TR$2.3M0.08%19,236CommonSOLE
922908751VBVANGUARD INDEX FDS$2.0M0.07%9,084CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.9M0.07%26,903CommonSOLE
25746U109DDOMINION ENERGY INC$1.9M0.07%33,365CommonSOLE
060505104BACBANK AMERICA CORP$1.9M0.07%44,731CommonSOLE
717081103PFEPFIZER INC$1.8M0.06%70,466CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.7M0.06%36,000CommonSOLE
00206R102TAT&T INC$1.6M0.06%57,688CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.5M0.05%5,759CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.05%10,768CommonSOLE
92189F437ANGLVANECK ETF TRUST$1.5M0.05%50,706CommonSOLE
G54950103LINLINDE PLC$1.4M0.05%2,980CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.4M0.05%12,637CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.3M0.05%2,698CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.05%5,343CommonSOLE
369604301GEGE AEROSPACE$1.3M0.05%6,508CommonSOLE
031162100AMGNAMGEN INC$1.3M0.04%4,111CommonSOLE
00724F101ADBEADOBE INC$1.3M0.04%3,308CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.3M0.04%4,027CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.04%2,206CommonSOLE
464287408IVEISHARES TR$1.2M0.04%6,272CommonSOLE
682680103OKEONEOK INC NEW$1.2M0.04%11,764CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.04%12,739CommonSOLE
337738108FISVFISERV INC$1.1M0.04%4,768CommonSOLE
172967424CCITIGROUP INC$1.1M0.04%14,793CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.0M0.04%10,174CommonSOLE
438516106HONHONEYWELL INTL INC$1.0M0.04%4,842CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.0M0.04%1,992CommonSOLE
65339F101NEENEXTERA ENERGY INC$998,7690.03%14,089CommonSOLE
81762P102NOWSERVICENOW INC$996,7670.03%1,252CommonSOLE
548661107LOWLOWES COS INC$996,5920.03%4,273CommonSOLE
863667101SYKSTRYKER CORPORATION$949,6110.03%2,551CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$946,6590.03%9,384CommonSOLE
H1467J104CBCHUBB LIMITED$943,7180.03%3,125CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$917,6820.03%10,873CommonSOLE
969457100WMBWILLIAMS COS INC$892,6940.03%14,938CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$863,8560.03%11,380CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$840,5130.03%11,536CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$831,4280.03%2,778CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$807,5770.03%16,821CommonSOLE
88579Y101MMM3M CO$794,8060.03%5,412CommonSOLE
097023105BABOEING CO$785,8950.03%4,608CommonSOLE
244199105DEDEERE & CO$779,1210.03%1,660CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$768,9250.03%1,586CommonSOLE
29476L107EQREQUITY RESIDENTIAL$737,7740.03%10,307CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$696,1020.02%3,199CommonSOLE
534187109LNCLINCOLN NATL CORP IND$694,1040.02%19,329CommonSOLE
872590104TMUST-MOBILE US INC$679,0450.02%2,546CommonSOLE
842587107SOSOUTHERN CO$665,0740.02%7,233CommonSOLE
928298AR9VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC$662,5670.02%750,000CommonSOLE
G0403H108AONAON PLC$657,7000.02%1,648CommonSOLE
125523100CITHE CIGNA GROUP$641,8790.02%1,951CommonSOLE
595112103MUMICRON TECHNOLOGY INC$635,2530.02%7,311CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$631,7680.02%441CommonSOLE
02209S103MOALTRIA GROUP INC$618,0250.02%10,297CommonSOLE
G29183103ETNEATON CORP PLC$608,6260.02%2,239CommonSOLE
032095101APHAMPHENOL CORP NEW$596,2790.02%9,091CommonSOLE
74340W103PLDPROLOGIS INC.$590,8100.02%5,285CommonSOLE
036752103ELVELEVANCE HEALTH INC$589,3710.02%1,355CommonSOLE
29273V100ETENERGY TRANSFER L P$588,6900.02%31,667CommonSOLE
03076C106AMPAMERIPRISE FINL INC$587,7100.02%1,214CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$586,5770.02%1,741CommonSOLE
464288877EFVISHARES TR$585,3920.02%9,932CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$568,3750.02%19,922CommonSOLE
136385101CNQCANADIAN NAT RES LTD$566,1960.02%18,383CommonSOLE
126650100CVSCVS HEALTH CORP$559,2100.02%8,254CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$541,7810.02%3,175CommonSOLE
58155Q103MCKMCKESSON CORP$537,7190.02%799CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$537,4030.02%1,539CommonSOLE
36828A101GEVGE VERNOVA INC$534,2390.02%1,750CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$528,9060.02%1,033CommonSOLE
040413205ANETARISTA NETWORKS INC$528,8020.02%6,825CommonSOLE
458140100INTCINTEL CORP$527,2810.02%23,218CommonSOLE
95040Q104WELLWELLTOWER INC$525,2050.02%3,428CommonSOLE
464288885EFGISHARES TR$522,6000.02%5,226CommonSOLE
744320102PRUPRUDENTIAL FINL INC$520,7630.02%4,663CommonSOLE
615369105MCOMOODYS CORP$515,0530.02%1,106CommonSOLE
464287887IJTISHARES TR$499,1210.02%4,009CommonSOLE
98978V103ZTSZOETIS INC$498,7250.02%3,029CommonSOLE
09260D107BXBLACKSTONE INC$495,3790.02%3,544CommonSOLE
464287879IJSISHARES TR$491,3970.02%5,041CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$491,1730.02%4,027CommonSOLE
172908105CTASCINTAS CORP$482,1730.02%2,346CommonSOLE
701094104PHPARKER-HANNIFIN CORP$477,1620.02%785CommonSOLE
G25508105CRHCRH PLC$475,9180.02%5,410CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$475,0500.02%1,376CommonSOLE
893641100TDGTRANSDIGM GROUP INC$473,0860.02%342CommonSOLE
291011104EMREMERSON ELEC CO$469,0390.02%4,278CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$468,0390.02%7,173CommonSOLE
87612E106TGTTARGET CORP$467,8450.02%4,483CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$467,5550.02%9,312CommonSOLE
718546104PSXPHILLIPS 66$462,4320.02%3,745CommonSOLE
126408103CSXCSX CORP$459,1370.02%15,601CommonSOLE
009158106APDAIR PRODS & CHEMS INC$452,4070.02%1,534CommonSOLE
29444U700EQIXEQUINIX INC$450,8890.02%553CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$448,6380.02%1,764CommonSOLE
125896100CMSCMS ENERGY CORP$448,3310.02%5,969CommonSOLE
075887109BDXBECTON DICKINSON & CO$441,8560.02%1,929CommonSOLE
23331A109DHID R HORTON INC$438,8520.02%3,452CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$435,7000.02%739CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$427,6300.01%2,385CommonSOLE
40412C101HCAHCA HEALTHCARE INC$425,3720.01%1,231CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$424,9080.01%1,794CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$423,0190.01%2,098CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$422,2520.01%3,839CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$422,2200.01%3,864CommonSOLE
911363109URIUNITED RENTALS INC$411,7430.01%657CommonSOLE
902973304USBUS BANCORP DEL$409,2820.01%9,694CommonSOLE
89832Q109TFCTRUIST FINL CORP$407,0560.01%9,892CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$400,5300.01%1,136CommonSOLE
48251W104KKRKKR & CO INC$388,5650.01%3,361CommonSOLE
56585A102MPCMARATHON PETE CORP$387,8270.01%2,662CommonSOLE
34959E109FTNTFORTINET INC$376,9550.01%3,916CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$374,7660.01%856CommonSOLE
693718108PCARPACCAR INC$374,0950.01%3,842CommonSOLE
020002101ALLALLSTATE CORP$372,7260.01%1,800CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$364,6340.01%43,050CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$363,2500.01%10,640CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$360,5590.01%2,171CommonSOLE
052769106ADSKAUTODESK INC$357,6190.01%1,366CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$351,7590.01%4,046CommonSOLE
988498101YUMYUM BRANDS INC$350,9130.01%2,230CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$350,5610.01%4,376CommonSOLE
871607107SNPSSYNOPSYS INC$349,9430.01%816CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$347,5590.01%548CommonSOLE
501044101KRKROGER CO$345,8950.01%5,110CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$342,5180.01%5,853CommonSOLE
760759100RSGREPUBLIC SVCS INC$341,9300.01%1,412CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$340,5510.01%8,995CommonSOLE
26884L109EQTEQT CORP$340,2420.01%6,368CommonSOLE
03073E105CORCENCORA INC$330,6490.01%1,189CommonSOLE
053332102AZOAUTOZONE INC$327,8990.01%86CommonSOLE
778296103ROSTROSS STORES INC$327,0140.01%2,559CommonSOLE
571903202MARMARRIOTT INTL INC NEW$315,8520.01%1,326CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$315,6120.01%1,387CommonSOLE
311900104FASTFASTENAL CO$312,7600.01%4,033CommonSOLE
31428X106FDXFEDEX CORP$311,5500.01%1,278CommonSOLE
98389B100XELXCEL ENERGY INC$311,4770.01%4,400CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$310,7220.01%4,901CommonSOLE
42809H107HESHESS CORP$309,3960.01%1,937CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$301,3800.01%1,467CommonSOLE
384802104GWWGRAINGER W W INC$301,2890.01%305CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$299,4910.01%3,639CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$298,1410.01%809CommonSOLE
37045V100GMGENERAL MTRS CO$297,5590.01%6,327CommonSOLE
806857108SLBSCHLUMBERGER LTD$294,0210.01%7,034CommonSOLE
12504L109CBRECBRE GROUP INC$292,6850.01%2,238CommonSOLE
670346105NUENUCOR CORP$282,1970.01%2,345CommonSOLE
816851109SRESEMPRA$280,0170.01%3,924CommonSOLE
G87052109TELTE CONNECTIVITY PLC$277,4100.01%1,963CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$271,3460.01%3,547CommonSOLE
427866108HSYHERSHEY CO$268,3460.01%1,569CommonSOLE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$266,8200.01%11,150CommonSOLE
651639106NEMNEWMONT CORP$265,2020.01%5,493CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$262,8780.01%1,540CommonSOLE
871829107SYYSYSCO CORP$260,5390.01%3,472CommonSOLE
55354G100MSCIMSCI INC$259,5660.01%459CommonSOLE
443201108HWMHOWMET AEROSPACE INC$256,9960.01%1,981CommonSOLE
278642103EBAYEBAY INC.$255,4100.01%3,771CommonSOLE
74762E102QUREQUANTA SVCS INC$254,9410.01%1,003CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$254,1020.01%1,214CommonSOLE
285512109EAELECTRONIC ARTS INC$252,7650.01%1,749CommonSOLE
370334104GISGENERAL MLS INC$251,8350.01%4,212CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$250,2530.01%3,351CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$250,1550.01%4,540CommonSOLE
29364G103ETRENTERGY CORP NEW$246,8960.01%2,888CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$243,1360.01%941CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$242,3840.01%1,770CommonSOLE
009066101ABNBAIRBNB INC$241,6670.01%2,023CommonSOLE
260557103DOWDOW INC$240,8430.01%6,897CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$238,6050.01%3,292CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$237,6690.01%4,815CommonSOLE
031100100AMEAMETEK INC$237,5540.01%1,380CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$235,9480.01%2,017CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$234,5350.01%1,234CommonSOLE
64110D104NTAPNETAPP INC$225,6620.01%2,569CommonSOLE
92840M102VSTVISTRA CORP$225,6030.01%1,921CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$224,5150.01%1,357CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURATION$224,1010.01%22,455CommonSOLE
303250104FICOFAIR ISAAC CORP$223,1440.01%121CommonSOLE
217204106CPRTCOPART INC$223,0790.01%3,942CommonSOLE
22822V101CCICROWN CASTLE INC$222,9480.01%2,139CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$218,5630.01%2,708CommonSOLE
87612G101TRGPTARGA RES CORP$218,3110.01%1,089CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$215,4810.01%2,088CommonSOLE
22052L104CTVACORTEVA INC$214,4040.01%3,407CommonSOLE
929160109VMCVULCAN MATLS CO$213,0030.01%913CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$211,7540.01%1,537CommonSOLE
316773100FITBFIFTH THIRD BANCORP$207,7600.01%5,300CommonSOLE
693506107PPGPPG INDS INC$205,6870.01%1,881CommonSOLE
444859102HUMHUMANA INC$205,3300.01%776CommonSOLE
631103108NDAQNASDAQ INC$203,2290.01%2,679CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$201,4490.01%1,260CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$200,5670.01%1,621CommonSOLE
294429105EFXEQUIFAX INC$200,4490.01%823CommonSOLE
345370860FFORD MTR CO$180,7510.01%18,021CommonSOLE
69331C108PCGPG&E CORP$178,1230.01%10,368CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$160,0820.01%14,919CommonSOLE
92556V106VTRSVIATRIS INC$89,0950.00%10,229CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$39,3960.00%10,050CommonSOLE
82711P201SILOSILO PHARMA INC$23,4000.00%20,000CommonSOLE

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.