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CONNING INC.

Q2 2025 · 13F-HR

CONNING INC.holdings as filed

Filed 2025-07-24 · accession 0001085146-25-004150

$2.91B
Reported value
341
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$96.8M3.32%156,633CommonSOLE
464287200IVVISHARES TR$63.2M2.17%101,828CommonSOLE
464287804IJRISHARES TR$43.1M1.48%394,331CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$42.4M1.46%146,262CommonSOLE
149123101CATCATERPILLAR INC$38.9M1.34%100,324CommonSOLE
17275R102CSCOCISCO SYS INC$38.3M1.31%551,535CommonSOLE
30231G102XOMEXXON MOBIL CORP$38.2M1.31%353,919CommonSOLE
882508104TXNTEXAS INSTRS INC$38.1M1.31%183,474CommonSOLE
617446448MSMORGAN STANLEY$37.7M1.29%267,502CommonSOLE
032654105ADIANALOG DEVICES INC$37.4M1.29%157,332CommonSOLE
747525103QCOMQUALCOMM INC$37.4M1.28%234,745CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$37.1M1.28%118,999CommonSOLE
75513E101RTXRTX CORPORATION$36.9M1.27%252,663CommonSOLE
09290D101BLKBLACKROCK INC$36.8M1.26%35,078CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$36.6M1.26%196,559CommonSOLE
166764100CVXCHEVRON CORP NEW$36.6M1.26%255,628CommonSOLE
464288588MBBISHARES TR$36.4M1.25%387,672CommonSOLE
26875P101EOGEOG RES INC$36.3M1.25%303,562CommonSOLE
20030N101CMCSACOMCAST CORP NEW$36.2M1.24%1,013,786CommonSOLE
907818108UNPUNION PAC CORP$36.1M1.24%156,890CommonSOLE
20825C104COPCONOCOPHILLIPS$36.0M1.24%400,755CommonSOLE
369550108GDGENERAL DYNAMICS CORP$35.9M1.23%123,256CommonSOLE
91913Y100VLOVALERO ENERGY CORP$35.7M1.23%265,334CommonSOLE
00287Y109ABBVABBVIE INC$35.5M1.22%191,023CommonSOLE
002824100ABTABBOTT LABS$35.4M1.22%260,318CommonSOLE
219350105GLWCORNING INC$35.4M1.22%673,176CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$35.4M1.22%445,660CommonSOLE
855244109SBUXSTARBUCKS CORP$35.4M1.22%386,106CommonSOLE
437076102HDHOME DEPOT INC$35.4M1.21%96,445CommonSOLE
375558103GILDGILEAD SCIENCES INC$35.3M1.21%318,581CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$35.2M1.21%386,645CommonSOLE
001055102AFLAFLAC INC$35.2M1.21%333,847CommonSOLE
713448108PEPPEPSICO INC$35.1M1.21%265,925CommonSOLE
609207105MDLZMONDELEZ INTL INC$35.0M1.20%518,924CommonSOLE
191216100KOCOCA COLA CO$35.0M1.20%494,491CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$35.0M1.20%808,088CommonSOLE
742718109PGPROCTER AND GAMBLE CO$34.8M1.19%218,167CommonSOLE
231021106CMICUMMINS INC$34.7M1.19%106,070CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$34.5M1.18%139,470CommonSOLE
681919106OMCOMNICOM GROUP INC$34.4M1.18%477,883CommonSOLE
12572Q105CMECME GROUP INC$34.2M1.17%124,045CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$34.2M1.17%376,023CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$33.8M1.16%126,386CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$33.2M1.14%716,621CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$32.9M1.13%106,827CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$32.8M1.13%70,913CommonSOLE
580135101MCDMCDONALDS CORP$32.7M1.12%112,063CommonSOLE
40434L105HPQHP INC$32.7M1.12%1,335,807CommonSOLE
695156109PKGPACKAGING CORP AMER$32.6M1.12%172,871CommonSOLE
372460105GPCGENUINE PARTS CO$32.2M1.11%265,329CommonSOLE
086516101BBYBEST BUY INC$32.2M1.10%479,055CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$32.0M1.10%248,209CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.9M1.10%209,083CommonSOLE
704326107PAYXPAYCHEX INC$31.3M1.07%215,073CommonSOLE
67066G104NVDANVIDIA CORPORATION$29.9M1.03%189,156CommonSOLE
464287465EFAISHARES TR$28.4M0.97%317,340CommonSOLE
718172109PMPHILIP MORRIS INTL INC$27.1M0.93%148,981CommonSOLE
594918104MSFTMICROSOFT CORP$26.9M0.92%54,017CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$26.7M0.92%713,275CommonSOLE
037833100AAPLAPPLE INC$23.0M0.79%112,083CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$22.8M0.78%40,185CommonSOLE
922908363VOOVANGUARD INDEX FDS$22.4M0.77%39,435CommonSOLE
464287507IJHISHARES TR$20.5M0.70%330,740CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$20.3M0.70%696,517CommonSOLE
464287242LQDISHARES TR$17.2M0.59%156,697CommonSOLE
922908769VTIVANGUARD INDEX FDS$15.0M0.51%49,266CommonSOLE
30303M102METAMETA PLATFORMS INC$13.8M0.47%18,683CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$13.0M0.45%490,000CommonSOLE
023135106AMZNAMAZON COM INC$12.3M0.42%56,272CommonSOLE
464288687PFFISHARES TR$12.0M0.41%390,500CommonSOLE
464287655IWMISHARES TR$11.0M0.38%50,939CommonSOLE
37954Y657PFFDGLOBAL X FDS$10.9M0.38%580,200CommonSOLE
464287614IWFISHARES TR$10.2M0.35%24,087CommonSOLE
02079K305GOOGLALPHABET INC$10.2M0.35%57,831CommonSOLE
46432F842IEFAISHARES TR$9.9M0.34%118,845CommonSOLE
464287309IVWISHARES TR$9.5M0.33%86,310CommonSOLE
46434G103IEMGISHARES INC$8.3M0.28%137,998CommonSOLE
92826C839VVISA INC$8.2M0.28%23,019CommonSOLE
532457108LLYELI LILLY & CO$8.1M0.28%10,429CommonSOLE
11135F101AVGOBROADCOM INC$7.7M0.27%28,045CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$7.6M0.26%6,235CommonSOLE
464287499IWRISHARES TR$7.3M0.25%79,001CommonSOLE
00971TAL5AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC$7.3M0.25%7,520,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.2M0.25%12,805CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$7.1M0.24%6,065CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$7.0M0.24%253,673CommonSOLE
70202LAD4PSN 2.625 03/01/29PARSONS CORP DEL$7.0M0.24%6,550,000CommonSOLE
97717X701HEDJWISDOMTREE TR$6.9M0.24%144,030CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$6.8M0.23%4,750,000CommonSOLE
464287481IWPISHARES TR$6.7M0.23%48,426CommonSOLE
931142103WMTWALMART INC$6.5M0.22%66,737CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$6.5M0.22%114,263CommonSOLE
81180WBL4STX 3.5 06/01/28SEAGATE HDD CAYMAN$6.5M0.22%3,600,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$6.5M0.22%6,520CommonSOLE
88162GAB9TTEK 2.25 08/15/28TETRA TECH INC NEW$6.3M0.22%5,600,000CommonSOLE
842587DP9SO 3.875 12/15/25SOUTHERN CO$6.3M0.21%5,675,000CommonSOLE
30212PBE4EXPE 0 02/15/26EXPEDIA GROUP INC$6.2M0.21%6,435,000CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO$6.2M0.21%6,300,000CommonSOLE
464287473IWSISHARES TR$6.2M0.21%47,016CommonSOLE
921932505VOOGVANGUARD ADMIRAL FDS INC$6.1M0.21%15,359CommonSOLE
464288513HYGISHARES TR$6.1M0.21%75,158CommonSOLE
038222105AMATAPPLIED MATLS INC$6.1M0.21%33,067CommonSOLE
461202103INTUINTUIT$6.0M0.21%7,673CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERGY CORP NEW$6.0M0.21%5,715,000CommonSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$5.8M0.20%5,650,000CommonSOLE
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$5.7M0.20%5,940,000CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.7M0.20%58,610CommonSOLE
482480100KLACKLA CORP$5.7M0.19%6,318CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$5.6M0.19%5,650,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.5M0.19%11,387CommonSOLE
79466L302CRMSALESFORCE INC$5.5M0.19%20,051CommonSOLE
254687106DISDISNEY WALT CO$5.5M0.19%44,041CommonSOLE
464288638IGIBISHARES TR$5.4M0.18%100,754CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.3M0.18%13,132CommonSOLE
88160R101TSLATESLA INC$5.3M0.18%16,669CommonSOLE
723484AK7PNW 4.75 06/15/27PINNACLE WEST CAP CORP$5.2M0.18%4,855,000CommonSOLE
65339KCY4NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$5.2M0.18%4,600,000CommonSOLE
872540109TJXTJX COS INC NEW$5.1M0.18%41,592CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.1M0.18%882CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$5.1M0.18%27,816CommonSOLE
921932703VOOVVANGUARD ADMIRAL FDS INC$5.1M0.17%26,775CommonSOLE
29415FAD6NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$4.9M0.17%5,250,000CommonSOLE
278865100ECLECOLAB INC$4.8M0.17%17,874CommonSOLE
654106103NKENIKE INC$4.8M0.16%67,132CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$4.7M0.16%51,826CommonSOLE
235851102DHRDANAHER CORPORATION$4.7M0.16%23,581CommonSOLE
477839AB0JBTM 0.25 05/15/26JBT MAREL CORPORATION$4.6M0.16%4,675,000CommonSOLE
02079K107GOOGALPHABET INC$4.6M0.16%25,869CommonSOLE
743315103PGRPROGRESSIVE CORP$4.5M0.16%16,989CommonSOLE
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$4.3M0.15%3,690,000CommonSOLE
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$4.3M0.15%4,875,000CommonSOLE
928298AR9VSH 2.25 09/15/30VISHAY INTERTECHNOLOGY INC$4.2M0.15%4,750,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4.2M0.14%19,024CommonSOLE
69331CAL2PCG 4.25 12/01/27PG&E CORP$4.2M0.14%4,200,000CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.1M0.14%17,708CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$4.0M0.14%77,076CommonSOLE
595017BG8MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$3.9M0.14%4,000,000CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$3.8M0.13%3,600,000CommonSOLE
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$3.8M0.13%4,170,000CommonSOLE
038923BA5ABR 7.5 08/01/25ARBOR REALTY TRUST INC$3.6M0.12%3,600,000CommonSOLE
922908553VNQVANGUARD INDEX FDS$3.6M0.12%40,350CommonSOLE
55024UAD1LITE 0.5 12/15/26LUMENTUM HLDGS INC$3.5M0.12%3,000,000CommonSOLE
64110L106NFLXNETFLIX INC$3.5M0.12%2,628CommonSOLE
59156R108METMETLIFE INC$3.5M0.12%43,011CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$3.4M0.12%3,600,000CommonSOLE
464287234EEMISHARES TR$3.4M0.12%70,131CommonSOLE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$3.3M0.11%122,752CommonSOLE
922908629VOVANGUARD INDEX FDS$2.9M0.10%10,535CommonSOLE
92189F437ANGLVANECK ETF TRUST$2.8M0.10%97,267CommonSOLE
78464A367SPLBSPDR SERIES TRUST$2.8M0.10%124,080CommonSOLE
58933Y105MRKMERCK & CO INC$2.7M0.09%34,578CommonSOLE
30034W106EVRGEVERGY INC$2.3M0.08%33,994CommonSOLE
464288661IEIISHARES TR$2.3M0.08%19,236CommonSOLE
68389X105ORCLORACLE CORP$2.3M0.08%10,452CommonSOLE
922908751VBVANGUARD INDEX FDS$2.2M0.07%9,084CommonSOLE
949746101WMT2WELLS FARGO CO NEW$2.1M0.07%26,054CommonSOLE
25746U109DDOMINION ENERGY INC$1.9M0.06%33,041CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.8M0.06%5,673CommonSOLE
060505104BACBANK AMERICA CORP$1.8M0.06%38,029CommonSOLE
717081103PFEPFIZER INC$1.7M0.06%68,870CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.7M0.06%36,000CommonSOLE
369604301GEGE AEROSPACE$1.6M0.06%6,283CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.05%11,556CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.5M0.05%5,173CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.05%2,135CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.05%2,632CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.05%9,854CommonSOLE
G54950103LINLINDE PLC$1.3M0.05%2,829CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.3M0.05%12,594CommonSOLE
00206R102TAT&T INC$1.3M0.04%44,132CommonSOLE
00724F101ADBEADOBE INC$1.2M0.04%3,202CommonSOLE
81762P102NOWSERVICENOW INC$1.2M0.04%1,199CommonSOLE
464287408IVEISHARES TR$1.2M0.04%6,272CommonSOLE
172967424CCITIGROUP INC$1.2M0.04%14,352CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.2M0.04%3,889CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.04%12,877CommonSOLE
031162100AMGNAMGEN INC$1.1M0.04%3,973CommonSOLE
438516106HONHONEYWELL INTL INC$1.1M0.04%4,675CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.04%11,141CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.0M0.04%1,935CommonSOLE
863667101SYKSTRYKER CORPORATION$981,9540.03%2,482CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$980,6520.03%9,130CommonSOLE
097023105BABOEING CO$957,3430.03%4,569CommonSOLE
682680103OKEONEOK INC NEW$950,9900.03%11,650CommonSOLE
65339F101NEENEXTERA ENERGY INC$944,8760.03%13,611CommonSOLE
969457100WMBWILLIAMS COS INC$920,1680.03%14,650CommonSOLE
548661107LOWLOWES COS INC$918,9860.03%4,142CommonSOLE
36828A101GEVGE VERNOVA INC$894,7930.03%1,691CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$880,5280.03%16,683CommonSOLE
H1467J104CBCHUBB LIMITED$872,3460.03%3,011CommonSOLE
595112103MUMICRON TECHNOLOGY INC$867,6790.03%7,040CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$863,7420.03%11,380CommonSOLE
032095101APHAMPHENOL CORP NEW$857,8420.03%8,687CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$830,3790.03%2,830CommonSOLE
244199105DEDEERE & CO$820,1940.03%1,613CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$810,4020.03%3,809CommonSOLE
G29183103ETNEATON CORP PLC$764,6720.03%2,142CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$728,7240.03%1,666CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$687,3890.02%1,544CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$686,0460.02%3,104CommonSOLE
040413205ANETARISTA NETWORKS INC$673,6100.02%6,584CommonSOLE
29476L107EQREQUITY RESIDENTIAL$664,1010.02%9,840CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$651,0070.02%2,017CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$647,3330.02%1,271CommonSOLE
842587107SOSOUTHERN CO$640,4230.02%6,974CommonSOLE
337738108FISVFISERV INC$632,4000.02%3,668CommonSOLE
125523100CITHE CIGNA GROUP$630,7460.02%1,908CommonSOLE
464288877EFVISHARES TR$630,4830.02%9,932CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$616,1710.02%3,011CommonSOLE
464288885EFGISHARES TR$585,3120.02%5,226CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$581,3250.02%19,773CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$579,9870.02%6,435CommonSOLE
872590104TMUST-MOBILE US INC$574,4450.02%2,411CommonSOLE
29273V100ETENERGY TRANSFER L P$574,1230.02%31,667CommonSOLE
G0403H108AONAON PLC$569,3890.02%1,596CommonSOLE
58155Q103MCKMCKESSON CORP$564,9730.02%771CommonSOLE
291011104EMREMERSON ELEC CO$550,2530.02%4,127CommonSOLE
126650100CVSCVS HEALTH CORP$546,9430.02%7,929CommonSOLE
464287887IJTISHARES TR$533,3570.02%4,009CommonSOLE
74340W103PLDPROLOGIS INC.$532,7480.02%5,068CommonSOLE
615369105MCOMOODYS CORP$530,6820.02%1,058CommonSOLE
701094104PHPARKER-HANNIFIN CORP$521,7580.02%747CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$521,0830.02%1,691CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$517,4440.02%1,507CommonSOLE
036752103ELVELEVANCE HEALTH INC$516,1500.02%1,327CommonSOLE
02209S103MOALTRIA GROUP INC$514,4190.02%8,774CommonSOLE
172908105CTASCINTAS CORP$513,7160.02%2,305CommonSOLE
95040Q104WELLWELLTOWER INC$512,0750.02%3,331CommonSOLE
09260D107BXBLACKSTONE INC$511,1150.02%3,417CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$509,6120.02%6,857CommonSOLE
88579Y101MMM3M CO$508,3280.02%3,339CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$505,4800.02%1,011CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$501,8680.02%8,938CommonSOLE
893641100TDGTRANSDIGM GROUP INC$501,8110.02%330CommonSOLE
464287879IJSISHARES TR$501,5290.02%5,041CommonSOLE
136385101CNQCANADIAN NAT RES LTD$496,1200.02%15,800CommonSOLE
458140100INTCINTEL CORP$492,4200.02%21,983CommonSOLE
911363109URIUNITED RENTALS INC$482,1760.02%640CommonSOLE
48251W104KKRKKR & CO INC$467,0690.02%3,511CommonSOLE
126408103CSXCSX CORP$458,1890.02%14,042CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$456,8100.02%1,427CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$455,6190.02%1,455CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$449,4620.02%3,809CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$448,4630.02%4,246CommonSOLE
40412C101HCAHCA HEALTHCARE INC$447,8440.02%1,169CommonSOLE
98978V103ZTSZOETIS INC$447,7320.02%2,871CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$442,3150.02%1,728CommonSOLE
23331A109DHID R HORTON INC$433,9450.01%3,366CommonSOLE
718546104PSXPHILLIPS 66$433,6560.01%3,635CommonSOLE
29444U700EQIXEQUINIX INC$429,5530.01%540CommonSOLE
125896100CMSCMS ENERGY CORP$429,5370.01%6,200CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$428,5310.01%756CommonSOLE
902973304USBUS BANCORP DEL$428,4280.01%9,468CommonSOLE
56585A102MPCMARATHON PETE CORP$425,5730.01%2,562CommonSOLE
009158106APDAIR PRODS & CHEMS INC$415,4750.01%1,473CommonSOLE
052769106ADSKAUTODESK INC$406,7750.01%1,314CommonSOLE
871607107SNPSSYNOPSYS INC$397,8390.01%776CommonSOLE
34959E109FTNTFORTINET INC$397,0850.01%3,756CommonSOLE
92840M102VSTVISTRA CORP$391,1080.01%2,018CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$390,0340.01%3,759CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$376,8850.01%8,694CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$374,2850.01%3,708CommonSOLE
501044101KRKROGER CO$373,6400.01%5,209CommonSOLE
26884L109EQTEQT CORP$371,0900.01%6,363CommonSOLE
74762E102QUREQUANTA SVCS INC$368,2500.01%974CommonSOLE
443201108HWMHOWMET AEROSPACE INC$365,1880.01%1,962CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$364,6340.01%43,050CommonSOLE
03076C106AMPAMERIPRISE FINL INC$357,6000.01%670CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$354,7920.01%5,664CommonSOLE
760759100RSGREPUBLIC SVCS INC$353,3920.01%1,433CommonSOLE
03073E105CORCENCORA INC$352,6240.01%1,176CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$352,1020.01%1,322CommonSOLE
693718108PCARPACCAR INC$351,7230.01%3,700CommonSOLE
020002101ALLALLSTATE CORP$349,4750.01%1,736CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$344,3570.01%819CommonSOLE
571903202MARMARRIOTT INTL INC NEW$344,2460.01%1,260CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$341,2110.01%4,662CommonSOLE
988498101YUMYUM BRANDS INC$337,7030.01%2,279CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$335,8270.01%2,089CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$329,9460.01%10,640CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$329,9100.01%807CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$328,7520.01%3,841CommonSOLE
311900104FASTFASTENAL CO$326,4240.01%7,772CommonSOLE
778296103ROSTROSS STORES INC$316,0170.01%2,477CommonSOLE
053332102AZOAUTOZONE INC$315,5400.01%85CommonSOLE
075887109BDXBECTON DICKINSON & CO$315,0470.01%1,829CommonSOLE
921932869IVOGVANGUARD ADMIRAL FDS INC$308,1200.01%2,726CommonSOLE
651639106NEMNEWMONT CORP$306,7970.01%5,266CommonSOLE
G87052109TELTE CONNECTIVITY PLC$306,3050.01%1,816CommonSOLE
12504L109CBRECBRE GROUP INC$305,4620.01%2,180CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$304,5990.01%917CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$303,3170.01%2,138CommonSOLE
384802104GWWGRAINGER W W INC$302,7100.01%291CommonSOLE
670346105NUENUCOR CORP$297,1660.01%2,294CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$295,4730.01%3,510CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$294,9870.01%1,176CommonSOLE
98389B100XELXCEL ENERGY INC$294,4650.01%4,324CommonSOLE
37045V100GMGENERAL MTRS CO$290,4370.01%5,902CommonSOLE
816851109SRESEMPRA$287,7750.01%3,798CommonSOLE
87612E106TGTTARGET CORP$285,0980.01%2,890CommonSOLE
05464C101AXONAXON ENTERPRISE INC$279,8440.01%338CommonSOLE
744320102PRUPRUDENTIAL FINL INC$279,6670.01%2,603CommonSOLE
31428X106FDXFEDEX CORP$276,4080.01%1,216CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$273,0000.01%520CommonSOLE
278642103EBAYEBAY INC.$269,4700.01%3,619CommonSOLE
285512109EAELECTRONIC ARTS INC$269,2550.01%1,686CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$266,0820.01%3,410CommonSOLE
64110D104NTAPNETAPP INC$263,6050.01%2,474CommonSOLE
871829107SYYSYSCO CORP$261,9090.01%3,458CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$261,0820.01%3,207CommonSOLE
41013V100HTDHANCOCK JOHN TAX-ADVANTAGED$260,7990.01%11,150CommonSOLE
009066101ABNBAIRBNB INC$258,5920.01%1,954CommonSOLE
42809H107HESHESS CORP$256,9910.01%1,855CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$255,4150.01%1,169CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$253,1760.01%1,507CommonSOLE
427866108HSYHERSHEY CO$253,0730.01%1,525CommonSOLE
55354G100MSCIMSCI INC$252,0360.01%437CommonSOLE
22052L104CTVACORTEVA INC$251,4640.01%3,374CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$245,7350.01%3,142CommonSOLE
031100100AMEAMETEK INC$240,1330.01%1,327CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$236,0210.01%3,354CommonSOLE
929160109VMCVULCAN MATLS CO$232,9120.01%893CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$231,5040.01%4,387CommonSOLE
631103108NDAQNASDAQ INC$231,3290.01%2,587CommonSOLE
27828H105XEVVXEATON VANCE LIMITED DURATION$230,3880.01%22,455CommonSOLE
29364G103ETRENTERGY CORP NEW$229,4950.01%2,761CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$228,4690.01%1,936CommonSOLE
89832Q109TFCTRUIST FINL CORP$228,3640.01%5,312CommonSOLE
806857108SLBSCHLUMBERGER LTD$216,3210.01%6,400CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$216,1820.01%694CommonSOLE
45168D104IDXXIDEXX LABS INC$213,4640.01%398CommonSOLE
253868103DLRDIGITAL RLTY TR INC$213,3800.01%1,224CommonSOLE
693506107PPGPPG INDS INC$211,1210.01%1,856CommonSOLE
98138H101WDAYWORKDAY INC$208,0800.01%867CommonSOLE
22822V101CCICROWN CASTLE INC$207,0010.01%2,015CommonSOLE
294429105EFXEQUIFAX INC$205,4220.01%792CommonSOLE
665859104NTRSNORTHERN TR CORP$203,4990.01%1,605CommonSOLE
316773100FITBFIFTH THIRD BANCORP$201,6200.01%4,902CommonSOLE
303250104FICOFAIR ISAAC CORP$201,0750.01%110CommonSOLE
345370860FFORD MTR CO$194,1280.01%17,892CommonSOLE
92556V106VTRSVIATRIS INC$90,5770.00%10,143CommonSOLE

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.