MondegarAI
XPONANCE LLC

Q2 2025 · 13F-HR

XPONANCE LLCholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005124

$11.97B
Reported value
1,508
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · XPONANCE LLC · Q2 2025

AI · grounded in 13F

XPONANCE LLC established a new position in NVDA worth $963.6M. The fund also initiated new stakes in MSFT for $933.8M and AAPL for $780.2M. Additional new positions include AMZN at $483.1M and META at $393.0M. Total assets under management stand at $11.97B across 1,508 positions.

Holdings as filed

First 500 of 1508

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$963.6M8.05%6,098,850CommonSOLE
594918104MSFTMICROSOFT CORP$933.8M7.80%1,877,353CommonSOLE
037833100AAPLAPPLE INC$780.2M6.52%3,802,618CommonSOLE
023135106AMZNAMAZON COM INC$483.1M4.04%2,202,097CommonSOLE
30303M102METAMETA PLATFORMS INC$393.0M3.28%532,508CommonSOLE
11135F101AVGOBROADCOM INC$332.1M2.77%1,204,799CommonSOLE
02079K305GOOGLALPHABET INC$240.2M2.01%1,362,841CommonSOLE
88160R101TSLATESLA INC$236.6M1.98%744,732CommonSOLE
02079K107GOOGALPHABET INC$186.6M1.56%1,052,048CommonSOLE
532457108LLYELI LILLY & CO$154.3M1.29%197,930CommonSOLE
92826C839VVISA INC$153.8M1.28%433,108CommonSOLE
64110L106NFLXNETFLIX INC$145.3M1.21%108,479CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$123.8M1.03%427,033CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$119.0M0.99%211,696CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$117.0M0.98%118,160CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$114.7M0.96%236,054CommonSOLE
68389X105ORCLORACLE CORP$87.3M0.73%399,224CommonSOLE
437076102HDHOME DEPOT INC$85.9M0.72%234,417CommonSOLE
00287Y109ABBVABBVIE INC$83.8M0.70%451,275CommonSOLE
931142103WMTWALMART INC$75.0M0.63%766,916CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$72.0M0.60%528,089CommonSOLE
369604301GEGE AEROSPACE$67.0M0.56%260,395CommonSOLE
30231G102XOMEXXON MOBIL CORP$64.2M0.54%595,311CommonSOLE
478160104JNJJOHNSON & JOHNSON$62.2M0.52%406,889CommonSOLE
742718109PGPROCTER AND GAMBLE CO$56.8M0.47%356,775CommonSOLE
461202103INTUINTUIT$55.7M0.47%70,666CommonSOLE
191216100KOCOCA COLA CO$55.6M0.46%786,365CommonSOLE
81762P102NOWSERVICENOW INC$55.2M0.46%53,704CommonSOLE
060505104BACBANK AMERICA CORP$51.5M0.43%1,089,282CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$47.6M0.40%87,563CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$47.4M0.40%334,023CommonSOLE
17275R102CSCOCISCO SYS INC$46.8M0.39%674,783CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$45.6M0.38%7,880CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$45.4M0.38%145,386CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$45.3M0.38%485,115CommonSOLE
00724F101ADBEADOBE INC$43.1M0.36%111,390CommonSOLE
79466L302CRMSALESFORCE INC$42.6M0.36%156,064CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$42.2M0.35%143,008CommonSOLE
949746101WMT2WELLS FARGO CO NEW$40.2M0.34%502,338CommonSOLE
718172109PMPHILIP MORRIS INTL INC$39.9M0.33%218,859CommonSOLE
002824100ABTABBOTT LABS$39.4M0.33%289,866CommonSOLE
G54950103LINLINDE PLC$35.4M0.30%75,541CommonSOLE
254687106DISDISNEY WALT CO$34.9M0.29%281,713CommonSOLE
882508104TXNTEXAS INSTRS INC$34.7M0.29%166,985CommonSOLE
512807306LRCXLAM RESEARCH CORP$34.6M0.29%355,459CommonSOLE
36828A101GEVGE VERNOVA INC$34.3M0.29%64,759CommonSOLE
58933Y105MRKMERCK & CO INC$34.1M0.28%430,831CommonSOLE
00206R102TAT&T INC$34.1M0.28%1,176,782CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$33.8M0.28%47,704CommonSOLE
031162100AMGNAMGEN INC$33.5M0.28%120,066CommonSOLE
580135101MCDMCDONALDS CORP$33.1M0.28%113,435CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$33.1M0.28%161,911CommonSOLE
747525103QCOMQUALCOMM INC$33.0M0.28%206,984CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$32.6M0.27%63,913CommonSOLE
166764100CVXCHEVRON CORP NEW$32.5M0.27%226,776CommonSOLE
025816109AXPAMERICAN EXPRESS CO$32.4M0.27%101,615CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$31.8M0.27%103,265CommonSOLE
482480100KLACKLA CORP$31.7M0.26%35,351CommonSOLE
713448108PEPPEPSICO INC$31.1M0.26%235,671CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$30.1M0.25%100,703CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$29.8M0.25%688,550CommonSOLE
743315103PGRPROGRESSIVE CORP$29.7M0.25%111,275CommonSOLE
040413205ANETARISTA NETWORKS INC$29.1M0.24%284,050CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$28.8M0.24%315,651CommonSOLE
032095101APHAMPHENOL CORP NEW$28.7M0.24%290,385CommonSOLE
872540109TJXTJX COS INC NEW$28.0M0.23%227,014CommonSOLE
58155Q103MCKMCKESSON CORP$28.0M0.23%38,201CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$27.9M0.23%62,600CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$27.7M0.23%257,608CommonSOLE
78409V104SPGIS&P GLOBAL INC$27.6M0.23%52,275CommonSOLE
75513E101RTXRTX CORPORATION$27.3M0.23%187,287CommonSOLE
149123101CATCATERPILLAR INC$27.3M0.23%70,408CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$27.1M0.23%122,833CommonSOLE
038222105AMATAPPLIED MATLS INC$26.8M0.22%146,571CommonSOLE
172967424CCITIGROUP INC$26.7M0.22%313,097CommonSOLE
09260D107BXBLACKSTONE INC$26.3M0.22%176,012CommonSOLE
617446448MSMORGAN STANLEY$25.2M0.21%178,934CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$24.6M0.21%56,137CommonSOLE
863667101SYKSTRYKER CORPORATION$24.5M0.21%62,029CommonSOLE
375558103GILDGILEAD SCIENCES INC$24.4M0.20%220,384CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$23.6M0.20%58,323CommonSOLE
907818108UNPUNION PAC CORP$23.4M0.20%101,678CommonSOLE
097023105BABOEING CO$23.1M0.19%110,359CommonSOLE
09290D101BLKBLACKROCK INC$23.0M0.19%21,946CommonSOLE
94106L109WMWASTE MGMT INC DEL$22.0M0.18%96,167CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$22.0M0.18%103,290CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$21.9M0.18%71,201CommonSOLE
717081103PFEPFIZER INC$21.8M0.18%899,601CommonSOLE
G29183103ETNEATON CORP PLC$21.5M0.18%60,241CommonSOLE
438516106HONHONEYWELL INTL INC$21.3M0.18%91,386CommonSOLE
65339F101NEENEXTERA ENERGY INC$21.2M0.18%305,166CommonSOLE
25809K105DASHDOORDASH INC$21.1M0.18%85,610CommonSOLE
871607107SNPSSYNOPSYS INC$21.1M0.18%41,100CommonSOLE
548661107LOWLOWES COS INC$20.6M0.17%92,660CommonSOLE
595112103MUMICRON TECHNOLOGY INC$20.5M0.17%165,968CommonSOLE
615369105MCOMOODYS CORP$19.9M0.17%39,746CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19.9M0.17%558,331CommonSOLE
235851102DHRDANAHER CORPORATION$19.9M0.17%100,805CommonSOLE
244199105DEDEERE & CO$19.9M0.17%39,113CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$19.1M0.16%211,940CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$19.1M0.16%60,960CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$19.0M0.16%410,983CommonSOLE
172908105CTASCINTAS CORP$19.0M0.16%85,099CommonSOLE
G5960L103MDTMEDTRONIC PLC$18.7M0.16%214,659CommonSOLE
03073E105CORCENCORA INC$18.6M0.16%62,172CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$18.4M0.15%84,277CommonSOLE
443201108HWMHOWMET AEROSPACE INC$18.4M0.15%98,842CommonSOLE
052769106ADSKAUTODESK INC$18.4M0.15%59,359CommonSOLE
G0403H108AONAON PLC$18.3M0.15%51,332CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18.3M0.15%325,926CommonSOLE
032654105ADIANALOG DEVICES INC$18.2M0.15%76,651CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$18.2M0.15%52,895CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$18.0M0.15%38,808CommonSOLE
20825C104COPCONOCOPHILLIPS$17.6M0.15%196,460CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$17.4M0.15%22,690CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$17.4M0.15%53,866CommonSOLE
H1467J104CBCHUBB LIMITED$17.3M0.14%59,681CommonSOLE
337738108FISVFISERV INC$17.1M0.14%99,273CommonSOLE
98978V103ZTSZOETIS INC$17.0M0.14%108,705CommonSOLE
855244109SBUXSTARBUCKS CORP$16.9M0.14%184,919CommonSOLE
03831W108APPAPPLOVIN CORP$16.7M0.14%47,598CommonSOLE
34959E109FTNTFORTINET INC$16.5M0.14%155,780CommonSOLE
95040Q104WELLWELLTOWER INC$16.4M0.14%106,838CommonSOLE
872590104TMUST-MOBILE US INC$16.3M0.14%68,606CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16.1M0.13%88,009CommonSOLE
842587107SOSOUTHERN CO$16.0M0.13%173,817CommonSOLE
12572Q105CMECME GROUP INC$15.8M0.13%57,219CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$15.7M0.13%59,096CommonSOLE
92840M102VSTVISTRA CORP$15.6M0.13%80,378CommonSOLE
701094104PHPARKER-HANNIFIN CORP$15.5M0.13%22,259CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$15.3M0.13%36,336CommonSOLE
609207105MDLZMONDELEZ INTL INC$15.1M0.13%223,353CommonSOLE
48251W104KKRKKR & CO INC$15.0M0.13%113,079CommonSOLE
98138H101WDAYWORKDAY INC$15.0M0.12%62,307CommonSOLE
88579Y101MMM3M CO$15.0M0.12%98,202CommonSOLE
74340W103PLDPROLOGIS INC.$14.9M0.12%141,854CommonSOLE
40412C101HCAHCA HEALTHCARE INC$14.9M0.12%38,900CommonSOLE
05464C101AXONAXON ENTERPRISE INC$14.7M0.12%17,811CommonSOLE
458140100INTCINTEL CORP$14.7M0.12%656,495CommonSOLE
125523100CITHE CIGNA GROUP$14.7M0.12%44,412CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$14.7M0.12%124,299CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$14.5M0.12%159,792CommonSOLE
833445109SNOWSNOWFLAKE INC$14.2M0.12%63,311CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$14.0M0.12%83,418CommonSOLE
036752103ELVELEVANCE HEALTH INC$14.0M0.12%36,026CommonSOLE
571903202MARMARRIOTT INTL INC NEW$13.6M0.11%49,615CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13.5M0.11%215,979CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$13.5M0.11%54,495CommonSOLE
009066101ABNBAIRBNB INC$13.4M0.11%101,525CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$13.4M0.11%41,797CommonSOLE
126650100CVSCVS HEALTH CORP$13.3M0.11%193,162CommonSOLE
893641100TDGTRANSDIGM GROUP INC$13.3M0.11%8,752CommonSOLE
02209S103MOALTRIA GROUP INC$13.3M0.11%226,440CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13.2M0.11%82,159CommonSOLE
969457100WMBWILLIAMS COS INC$12.8M0.11%204,243CommonSOLE
278865100ECLECOLAB INC$12.7M0.11%47,251CommonSOLE
45168D104IDXXIDEXX LABS INC$12.7M0.11%23,642CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$12.7M0.11%89,211CommonSOLE
654106103NKENIKE INC$12.6M0.11%178,061CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$12.5M0.10%118,682CommonSOLE
464287200IVVISHARES TR$12.5M0.10%20,166CommonSOLE
74762E102QUREQUANTA SVCS INC$12.3M0.10%32,635CommonSOLE
03076C106AMPAMERIPRISE FINL INC$12.1M0.10%22,652CommonSOLE
56585A102MPCMARATHON PETE CORP$12.0M0.10%72,492CommonSOLE
18915M107NETCLOUDFLARE INC$11.9M0.10%60,996CommonSOLE
384802104GWWGRAINGER W W INC$11.9M0.10%11,450CommonSOLE
87612G101TRGPTARGA RES CORP$11.9M0.10%68,346CommonSOLE
771049103RBLXROBLOX CORP$11.8M0.10%112,227CommonSOLE
29444U700EQIXEQUINIX INC$11.8M0.10%14,819CommonSOLE
053332102AZOAUTOZONE INC$11.6M0.10%3,116CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.5M0.10%126,514CommonSOLE
902973304USBUS BANCORP DEL$11.5M0.10%254,032CommonSOLE
594972408MSTRMICROSTRATEGY INC$11.4M0.10%28,248CommonSOLE
291011104EMREMERSON ELEC CO$11.3M0.09%85,112CommonSOLE
464287614IWFISHARES TR$11.3M0.09%26,555CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$11.2M0.09%151,177CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11.1M0.09%110,305CommonSOLE
12504L109CBRECBRE GROUP INC$11.1M0.09%79,117CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$11.0M0.09%31,446CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$11.0M0.09%128,649CommonSOLE
22052L104CTVACORTEVA INC$10.9M0.09%146,434CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$10.7M0.09%57,660CommonSOLE
311900104FASTFASTENAL CO$10.7M0.09%253,579CommonSOLE
369550108GDGENERAL DYNAMICS CORP$10.4M0.09%35,607CommonSOLE
31428X106FDXFEDEX CORP$10.4M0.09%45,617CommonSOLE
629377508NRGNRG ENERGY INC$10.4M0.09%64,567CommonSOLE
217204106CPRTCOPART INC$10.2M0.09%207,635CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$10.0M0.08%150,105CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$9.9M0.08%17,528CommonSOLE
59156R108METMETLIFE INC$9.9M0.08%123,399CommonSOLE
464286392URTHISHARES INC$9.9M0.08%58,494CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$9.9M0.08%76,825CommonSOLE
303250104FICOFAIR ISAAC CORP$9.9M0.08%5,395CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$9.8M0.08%31,567CommonSOLE
651639106NEMNEWMONT CORP$9.8M0.08%168,204CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9.7M0.08%34,510CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$9.4M0.08%73,033CommonSOLE
871829107SYYSYSCO CORP$9.3M0.08%123,166CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$9.3M0.08%18,601CommonSOLE
37045V100GMGENERAL MTRS CO$9.3M0.08%188,772CommonSOLE
704326107PAYXPAYCHEX INC$9.3M0.08%63,725CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9.2M0.08%68,639CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$9.2M0.08%211,778CommonSOLE
126408103CSXCSX CORP$9.1M0.08%278,723CommonSOLE
26875P101EOGEOG RES INC$9.1M0.08%75,840CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$9.0M0.08%31,662CommonSOLE
760759100RSGREPUBLIC SVCS INC$9.0M0.08%36,642CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9.0M0.07%305,021CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$9.0M0.07%33,484CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.9M0.07%121,777CommonSOLE
001055102AFLAFLAC INC$8.9M0.07%84,334CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8.8M0.07%85,043CommonSOLE
253868103DLRDIGITAL RLTY TR INC$8.8M0.07%50,329CommonSOLE
55354G100MSCIMSCI INC$8.7M0.07%15,139CommonSOLE
631103108NDAQNASDAQ INC$8.7M0.07%96,741CommonSOLE
756109104OREALTY INCOME CORP$8.6M0.07%149,810CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8.6M0.07%108,578CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$8.5M0.07%33,082CommonSOLE
911363109URIUNITED RENTALS INC$8.5M0.07%11,235CommonSOLE
285512109EAELECTRONIC ARTS INC$8.4M0.07%52,771CommonSOLE
146869102CVNACARVANA CO$8.4M0.07%24,915CommonSOLE
770700102HOODROBINHOOD MKTS INC$8.4M0.07%89,453CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8.3M0.07%15,865CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$8.3M0.07%11,350CommonSOLE
075887109BDXBECTON DICKINSON & CO$8.3M0.07%48,048CommonSOLE
693718108PCARPACCAR INC$8.3M0.07%86,930CommonSOLE
23804L103DDOGDATADOG INC$8.3M0.07%61,502CommonSOLE
89832Q109TFCTRUIST FINL CORP$8.2M0.07%191,240CommonSOLE
988498101YUMYUM BRANDS INC$8.2M0.07%55,428CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$8.2M0.07%33,805CommonSOLE
252131107DXCMDEXCOM INC$8.2M0.07%93,993CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8.2M0.07%25,017CommonSOLE
020002101ALLALLSTATE CORP$8.1M0.07%40,295CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8.1M0.07%33,152CommonSOLE
92343E102VRSNVERISIGN INC$8.0M0.07%27,812CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8.0M0.07%26,162CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$7.9M0.07%97,234CommonSOLE
922475108VEEVVEEVA SYS INC$7.9M0.07%27,463CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$7.8M0.07%101,126CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.6M0.06%30,405CommonSOLE
30161N101EXCEXELON CORP$7.6M0.06%175,578CommonSOLE
816851109SRESEMPRA$7.6M0.06%100,123CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$7.5M0.06%25,724CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$7.5M0.06%30,725CommonSOLE
366651107ITGARTNER INC$7.4M0.06%18,416CommonSOLE
682680103OKEONEOK INC NEW$7.4M0.06%90,868CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$7.3M0.06%222,069CommonSOLE
718546104PSXPHILLIPS 66$7.3M0.06%61,226CommonSOLE
87612E106TGTTARGET CORP$7.3M0.06%73,842CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$7.2M0.06%85,748CommonSOLE
778296103ROSTROSS STORES INC$7.2M0.06%56,547CommonSOLE
25746U109DDOMINION ENERGY INC$7.2M0.06%127,435CommonSOLE
58733R102MELIMERCADOLIBRE INC$7.1M0.06%2,730CommonSOLE
501044101KRKROGER CO$7.0M0.06%97,220CommonSOLE
231021106CMICUMMINS INC$7.0M0.06%21,232CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6.9M0.06%131,065CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$6.9M0.06%39,789CommonSOLE
380237107GDDYGODADDY INC$6.9M0.06%38,102CommonSOLE
806857108SLBSCHLUMBERGER LTD$6.8M0.06%201,809CommonSOLE
G25508105CRHCRH PLC$6.8M0.06%74,051CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6.8M0.06%86,784CommonSOLE
670346105NUENUCOR CORP$6.8M0.06%52,178CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6.7M0.06%67,925CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6.7M0.06%66,825CommonSOLE
745867101PHMPULTE GROUP INC$6.6M0.06%63,032CommonSOLE
345370860FFORD MTR CO$6.6M0.06%609,446CommonSOLE
761152107RMDRESMED INC$6.6M0.06%25,521CommonSOLE
22822V101CCICROWN CASTLE INC$6.6M0.06%64,088CommonSOLE
049468101TEAMATLASSIAN CORPORATION$6.6M0.05%32,400CommonSOLE
031100100AMEAMETEK INC$6.6M0.05%36,238CommonSOLE
88339J105TTDTHE TRADE DESK INC$6.5M0.05%90,878CommonSOLE
69331C108PCGPG&E CORP$6.5M0.05%466,246CommonSOLE
857477103STTSTATE STR CORP$6.4M0.05%59,880CommonSOLE
902494103TSNTYSON FOODS INC$6.4M0.05%113,609CommonSOLE
98389B100XELXCEL ENERGY INC$6.4M0.05%93,252CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.3M0.05%51,792CommonSOLE
219350105GLWCORNING INC$6.3M0.05%120,171CommonSOLE
G6683N103NUNU HLDGS LTD$6.3M0.05%457,548CommonSOLE
493267108KEYKEYCORP$6.3M0.05%360,196CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$6.2M0.05%30,594CommonSOLE
278642103EBAYEBAY INC.$6.2M0.05%82,626CommonSOLE
98980G102ZSZSCALER INC$6.1M0.05%19,483CommonSOLE
50212V100LPLALPL FINL HLDGS INC$6.1M0.05%16,283CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$6.1M0.05%47,814CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.1M0.05%86,040CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6.0M0.05%56,213CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$6.0M0.05%157,222CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6.0M0.05%17,999CommonSOLE
929740108WABWABTEC$5.9M0.05%28,417CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5.9M0.05%120,867CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5.9M0.05%27,142CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.9M0.05%38,919CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$5.9M0.05%26,805CommonSOLE
23331A109DHID R HORTON INC$5.8M0.05%45,168CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5.8M0.05%34,281CommonSOLE
49177J102KVUEKENVUE INC$5.8M0.05%276,074CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5.8M0.05%73,889CommonSOLE
443573100HUBSHUBSPOT INC$5.8M0.05%10,337CommonSOLE
925652109VICIVICI PPTYS INC$5.7M0.05%175,313CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$5.6M0.05%13,775CommonSOLE
115236101BROBROWN & BROWN INC$5.6M0.05%50,763CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5.6M0.05%9,492CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.6M0.05%23,611CommonSOLE
45687V106IRINGERSOLL RAND INC$5.6M0.05%67,140CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.6M0.05%53,554CommonSOLE
29364G103ETRENTERGY CORP NEW$5.6M0.05%66,869CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$5.5M0.05%213,897CommonSOLE
219948106CPAYCORPAY INC$5.4M0.05%16,415CommonSOLE
852234103XYZBLOCK INC$5.4M0.05%79,989CommonSOLE
42809H107HESHESS CORP$5.4M0.05%39,152CommonSOLE
92338C103VLTOVERALTO CORP$5.4M0.05%53,614CommonSOLE
143658300CCL1EURCARNIVAL CORP$5.4M0.04%190,471CommonSOLE
22266T109CPNGCOUPANG INC$5.4M0.04%178,752CommonSOLE
466313103JBLJABIL INC$5.3M0.04%24,486CommonSOLE
294429105EFXEQUIFAX INC$5.3M0.04%20,505CommonSOLE
22160N109CSGPCOSTAR GROUP INC$5.3M0.04%65,887CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$5.3M0.04%4,989CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.2M0.04%44,175CommonSOLE
45784P101PODDINSULET CORP$5.2M0.04%16,534CommonSOLE
46982L108JJACOBS SOLUTIONS INC$5.2M0.04%39,511CommonSOLE
29084Q100EMEEMCOR GROUP INC$5.2M0.04%9,694CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$5.2M0.04%56,871CommonSOLE
G8473T100STESTERIS PLC$5.1M0.04%21,289CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5.1M0.04%68,603CommonSOLE
H2906T109GRMNGARMIN LTD$5.0M0.04%23,956CommonSOLE
H11356104BGBUNGE GLOBAL SA$5.0M0.04%62,124CommonSOLE
929160109VMCVULCAN MATLS CO$4.9M0.04%18,976CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$4.9M0.04%4,194CommonSOLE
26884L109EQTEQT CORP$4.9M0.04%84,319CommonSOLE
G3223R108EGEVEREST GROUP LTD$4.9M0.04%14,412CommonSOLE
G87052109TELTE CONNECTIVITY PLC$4.9M0.04%29,023CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$4.9M0.04%84,341CommonSOLE
233331107DTEDTE ENERGY CO$4.9M0.04%36,812CommonSOLE
370334104GISGENERAL MLS INC$4.9M0.04%93,744CommonSOLE
92276F100VTRVENTAS INC$4.8M0.04%76,565CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$4.8M0.04%98,482CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$4.8M0.04%22,164CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4.8M0.04%37,377CommonSOLE
30040W108ESEVERSOURCE ENERGY$4.8M0.04%75,089CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.8M0.04%29,115CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$4.8M0.04%8,682CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$4.8M0.04%84,711CommonSOLE
46284V101IRMIRON MTN INC DEL$4.7M0.04%46,167CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$4.7M0.04%29,071CommonSOLE
98419M100XYLXYLEM INC$4.7M0.04%36,060CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$4.7M0.04%302,884CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4.6M0.04%31,438CommonSOLE
526057104LENLENNAR CORP$4.6M0.04%41,291CommonSOLE
74624M102PPURE STORAGE INC$4.6M0.04%79,278CommonSOLE
55261F104MTBM & T BK CORP$4.5M0.04%23,447CommonSOLE
833034101SNASNAP ON INC$4.5M0.04%14,613CommonSOLE
775711104ROLROLLINS INC$4.5M0.04%79,989CommonSOLE
023608102AEEAMEREN CORP$4.5M0.04%46,683CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$4.5M0.04%46,587CommonSOLE
049560105ATOATMOS ENERGY CORP$4.5M0.04%28,996CommonSOLE
268150109DTDYNATRACE INC$4.5M0.04%80,771CommonSOLE
526107107LIILENNOX INTL INC$4.5M0.04%7,768CommonSOLE
444859102HUMHUMANA INC$4.4M0.04%18,159CommonSOLE
03662Q105AKXANSYS INC$4.4M0.04%12,619CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4.4M0.04%106,954CommonSOLE
69351T106PPLPPL CORP$4.4M0.04%129,645CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.4M0.04%214,380CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$4.3M0.04%54,582CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.3M0.04%184,451CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$4.3M0.04%18,580CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.3M0.04%63,102CommonSOLE
632307104NTRANATERA INC$4.3M0.04%25,488CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4.3M0.04%117,114CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4.3M0.04%63,144CommonSOLE
62944T105NVRNVR INC$4.2M0.04%568CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$4.2M0.03%75,446CommonSOLE
15135B101CNCCENTENE CORP DEL$4.2M0.03%76,734CommonSOLE
64110D104NTAPNETAPP INC$4.1M0.03%38,918CommonSOLE
941848103WATWATERS CORP$4.1M0.03%11,870CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4.1M0.03%17,595CommonSOLE
34959J108FTVFORTIVE CORP$4.1M0.03%79,363CommonSOLE
888787108TOSTTOAST INC$4.1M0.03%92,784CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.1M0.03%26,659CommonSOLE
12514G108CDWCDW CORP$4.1M0.03%22,853CommonSOLE
337932107FEFIRSTENERGY CORP$4.0M0.03%100,309CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4.0M0.03%95,692CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4.0M0.03%239,570CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4.0M0.03%28,666CommonSOLE
40434L105HPQHP INC$4.0M0.03%162,579CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$4.0M0.03%92,374CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4.0M0.03%74,984CommonSOLE
125269100CFCF INDS HLDGS INC$3.9M0.03%42,599CommonSOLE
260003108DOVDOVER CORP$3.9M0.03%21,358CommonSOLE
46266C105IQVIQVIA HLDGS INC$3.9M0.03%24,812CommonSOLE
199908104FIXCOMFORT SYS USA INC$3.9M0.03%7,281CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.9M0.03%37,599CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3.9M0.03%336,771CommonSOLE
122017106BURLBURLINGTON STORES INC$3.9M0.03%16,551CommonSOLE
422806208HEI/AHEICO CORP NEW$3.8M0.03%14,872CommonSOLE
427866108HSYHERSHEY CO$3.8M0.03%23,146CommonSOLE
125896100CMSCMS ENERGY CORP$3.8M0.03%55,400CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3.8M0.03%21,315CommonSOLE
693506107PPGPPG INDS INC$3.8M0.03%33,631CommonSOLE
256163106DOCUDOCUSIGN INC$3.8M0.03%48,369CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.7M0.03%32,776CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3.7M0.03%58,584CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$3.7M0.03%15,738CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$3.7M0.03%31,248CommonSOLE
65473P105NINISOURCE INC$3.6M0.03%90,379CommonSOLE
665859104NTRSNORTHERN TR CORP$3.6M0.03%28,601CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.6M0.03%7,655CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.6M0.03%26,059CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3.6M0.03%21,666CommonSOLE
876030107TPRTAPESTRY INC$3.6M0.03%40,616CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$3.5M0.03%24,718CommonSOLE
579780206MKCMCCORMICK & CO INC$3.5M0.03%46,490CommonSOLE
G3265R107APTVAPTIV PLC$3.5M0.03%50,900CommonSOLE
46187W107INVHINVITATION HOMES INC$3.4M0.03%105,133CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.4M0.03%73,602CommonSOLE
679295105OKTAOKTA INC$3.4M0.03%34,165CommonSOLE
443510607HUBBHUBBELL INC$3.4M0.03%8,327CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.4M0.03%20,808CommonSOLE
500754106KHCKRAFT HEINZ CO$3.4M0.03%131,123CommonSOLE
053611109AVYAVERY DENNISON CORP$3.4M0.03%19,159CommonSOLE
084423102WRBBERKLEY W R CORP$3.3M0.03%45,572CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$3.3M0.03%76,704CommonSOLE
72352L106PINSPINTEREST INC$3.3M0.03%92,865CommonSOLE
303075105FDSFACTSET RESH SYS INC$3.3M0.03%7,414CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$3.3M0.03%20,332CommonSOLE
504922105LHLABCORP HOLDINGS INC$3.3M0.03%12,594CommonSOLE
30034W106EVRGEVERGY INC$3.3M0.03%47,871CommonSOLE
69370C100PTCPTC INC$3.3M0.03%19,084CommonSOLE
172062101CINFCINCINNATI FINL CORP$3.3M0.03%22,056CommonSOLE
487836108KKELLANOVA$3.3M0.03%41,199CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.3M0.03%25,975CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3.3M0.03%21,969CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$3.3M0.03%6,347CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3.2M0.03%75,118CommonSOLE
436440101HO1HOLOGIC INC$3.2M0.03%49,728CommonSOLE
26603R106DUOLDUOLINGO INC$3.2M0.03%7,890CommonSOLE
61945C103MOSMOSAIC CO NEW$3.2M0.03%88,515CommonSOLE
896239100TRMBTRIMBLE INC$3.2M0.03%42,492CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.2M0.03%52,455CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.2M0.03%60,364CommonSOLE
570535104MKLMARKEL GROUP INC$3.2M0.03%1,582CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$3.1M0.03%10,563CommonSOLE
540424108LLOEWS CORP$3.1M0.03%34,301CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.1M0.03%32,570CommonSOLE
260557103DOWDOW INC$3.1M0.03%117,817CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3.1M0.03%95,759CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$3.1M0.03%29,348CommonSOLE
75734B100RDDTREDDIT INC$3.0M0.03%20,212CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.0M0.03%20,923CommonSOLE
256746108DLTRDOLLAR TREE INC$3.0M0.03%30,386CommonSOLE
37940X102GPNGLOBAL PMTS INC$3.0M0.02%36,914CommonSOLE
G0250X107AMCRAMCOR PLC$2.9M0.02%320,499CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.9M0.02%18,582CommonSOLE
758849103REGREGENCY CTRS CORP$2.9M0.02%41,114CommonSOLE
142339100CSLCARLISLE COS INC$2.9M0.02%7,785CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$2.9M0.02%42,019CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$2.8M0.02%24,400CommonSOLE
281020107EIXEDISON INTL$2.8M0.02%55,059CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.8M0.02%38,598CommonSOLE
00766T100ACMAECOM$2.8M0.02%25,075CommonSOLE
189054109CLXCLOROX CO DEL$2.8M0.02%23,543CommonSOLE
759509102RSRELIANCE INC$2.8M0.02%8,941CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$2.8M0.02%62,055CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2.8M0.02%86,768CommonSOLE
422806109HEIHEICO CORP NEW$2.8M0.02%8,408CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$2.8M0.02%15,272CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.7M0.02%34,011CommonSOLE
297178105ESSESSEX PPTY TR INC$2.7M0.02%9,625CommonSOLE
086516101BBYBEST BUY INC$2.7M0.02%40,632CommonSOLE
058498106BALLBALL CORP$2.7M0.02%48,219CommonSOLE
09062X103BIIBBIOGEN INC$2.7M0.02%21,379CommonSOLE
668771108GENGEN DIGITAL INC$2.7M0.02%90,925CommonSOLE
67059N108NTNXNUTANIX INC$2.7M0.02%34,744CommonSOLE
336433107FSLRFIRST SOLAR INC$2.7M0.02%16,034CommonSOLE
942622200WSOWATSCO INC$2.6M0.02%5,995CommonSOLE
127097103CTRACOTERRA ENERGY INC$2.6M0.02%104,267CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.6M0.02%150,852CommonSOLE
902653104UDRUDR INC$2.6M0.02%64,128CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.6M0.02%14,021CommonSOLE
464287622IWBISHARES TR$2.6M0.02%7,669CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$2.6M0.02%46,350CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.6M0.02%28,417CommonSOLE
25754A201DPZDOMINOS PIZZA INC$2.6M0.02%5,735CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.6M0.02%24,784CommonSOLE
452327109ILMNILLUMINA INC$2.6M0.02%27,041CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$2.6M0.02%13,625CommonSOLE
G7S00T104PNRPENTAIR PLC$2.5M0.02%24,812CommonSOLE
406216101HALHALLIBURTON CO$2.5M0.02%124,066CommonSOLE
457669307INSMINSMED INC$2.5M0.02%24,841CommonSOLE
749685103RPMRPM INTL INC$2.5M0.02%22,741CommonSOLE
30161Q104EXELEXELIXIS INC$2.5M0.02%56,628CommonSOLE
315616102FFIVF5 INC$2.5M0.02%8,403CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$2.5M0.02%12,512CommonSOLE
372460105GPCGENUINE PARTS CO$2.4M0.02%20,178CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$2.4M0.02%7,925CommonSOLE
695156109PKGPACKAGING CORP AMER$2.4M0.02%12,953CommonSOLE
384109104GGGGRACO INC$2.4M0.02%28,183CommonSOLE
133131102CPTCAMDEN PPTY TR$2.4M0.02%21,331CommonSOLE
216648501COOCOOPER COS INC$2.4M0.02%33,767CommonSOLE
147528103CASYCASEYS GEN STORES INC$2.4M0.02%4,706CommonSOLE
92936U109WPCWP CAREY INC$2.4M0.02%37,794CommonSOLE

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.