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OSTRUM ASSET MANAGEMENT

Q4 2023 · 13F-HR

OSTRUM ASSET MANAGEMENTholdings as filed

Filed 2024-02-13 · accession 0001104659-24-019855

$1.15B
Reported value
659
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 659

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$32.1M2.79%166,535CommonSOLE
594918104MSFTMICROSOFT CORP$32.0M2.78%85,196CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$15.8M1.37%33,230CommonSOLE
67066G104NVDANVIDIA CORPORATION$14.6M1.27%29,433CommonSOLE
023135106AMZNAMAZON COM INC$14.0M1.22%92,401CommonSOLE
478160104JNJJOHNSON & JOHNSON$10.9M0.95%69,623CommonSOLE
02079K305GOOGLALPHABET INC$10.1M0.88%72,218CommonSOLE
92826C839VVISA INC$9.3M0.81%35,755CommonSHARED
02079K107GOOGALPHABET INC$9.2M0.80%65,025CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$8.9M0.78%16,955CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.6M0.75%52,832CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$8.3M0.73%221,475CommonSOLE
58933Y105MRKMERCK & CO INC$7.9M0.69%72,856CommonSOLE
668771108GENGEN DIGITAL INC$7.8M0.68%342,502CommonSOLE
580135101MCDMCDONALDS CORP$7.8M0.68%26,213CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$7.4M0.64%41,480CommonSOLE
717081103PFEPFIZER INC$7.4M0.64%257,255CommonSOLE
03073E105CORCENCORA INC$7.4M0.64%35,886CommonSOLE
713448108PEPPEPSICO INC$7.1M0.62%42,002CommonSOLE
285512109EAELECTRONIC ARTS INC$7.1M0.61%51,617CommonSOLE
532457108LLYELI LILLY & CO$7.0M0.61%12,024CommonSOLE
79466L302CRMSALESFORCE INC$7.0M0.61%26,473CommonSOLE
00287Y109ABBVABBVIE INC$6.8M0.59%43,830CommonSOLE
88160R101TSLATESLA INC$6.8M0.59%27,214CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.6M0.58%12,473CommonSHARED
30303M102METAMETA PLATFORMS INC$6.6M0.57%18,512CommonSOLE
872590104TMUST-MOBILE US INC$6.4M0.56%39,995CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$6.4M0.55%79,958CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6.3M0.54%187,995CommonSOLE
437076102HDHOME DEPOT INC$6.2M0.54%17,798CommonSHARED
375558103GILDGILEAD SCIENCES INC$6.1M0.53%75,858CommonSOLE
45337C102INCYINCYTE CORP$6.0M0.52%95,129CommonSOLE
191216100KOCOCA COLA CO$5.9M0.52%100,840CommonSOLE
651639106NEMNEWMONT CORP$5.9M0.51%142,659CommonSHARED
031162100AMGNAMGEN INC$5.8M0.50%20,000CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$5.7M0.50%25,083CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$5.7M0.49%13,306CommonSOLE
036752103ELVELEVANCE HEALTH INC$5.6M0.49%11,951CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.5M0.47%106,365CommonSOLE
00724F101ADBEADOBE INC$5.4M0.47%9,029CommonSOLE
11135F101AVGOBROADCOM INC$5.3M0.46%4,790CommonSOLE
500754106KHCKRAFT HEINZ CO$5.3M0.46%143,523CommonSOLE
09062X103BIIBBIOGEN INC$5.3M0.46%20,310CommonSOLE
125523100CITHE CIGNA GROUP$5.2M0.45%17,386CommonSOLE
436440101HO1HOLOGIC INC$5.1M0.44%71,564CommonSOLE
370334104GISGENERAL MLS INC$5.0M0.44%77,136CommonSHARED
90384S303ULTAULTA BEAUTY INC$5.0M0.43%10,136CommonSOLE
872540109TJXTJX COS INC NEW$5.0M0.43%52,862CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$4.9M0.43%22,349CommonSHARED
075887109BDXBECTON DICKINSON & CO$4.9M0.43%20,095CommonSOLE
681919106OMCOMNICOM GROUP INC$4.9M0.43%56,598CommonSOLE
013091103ACIALBERTSONS COS INC$4.9M0.42%212,399CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.9M0.42%30,668CommonSHARED
30040W108ESEVERSOURCE ENERGY$4.8M0.42%78,449CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.8M0.42%37,675CommonSHARED
134429109CPBCAMPBELL SOUP CO$4.8M0.42%111,912CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.7M0.41%29,877CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$4.6M0.40%13,168CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$4.6M0.40%38,997CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.6M0.40%10,472CommonSOLE
235851102DHRDANAHER CORPORATION$4.6M0.40%19,903CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.6M0.40%60,901CommonSHARED
69370C100PTCPTC INC$4.5M0.39%25,833CommonSHARED
G7709Q104RPRXROYALTY PHARMA PLC$4.5M0.39%160,481CommonSOLE
501044101KRKROGER CO$4.5M0.39%98,490CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.4M0.39%15,035CommonSHARED
380237107GDDYGODADDY INC$4.4M0.38%41,090CommonSOLE
H1467J104CBCHUBB LIMITED$4.3M0.38%19,156CommonSHARED
68389X105ORCLORACLE CORP$4.3M0.38%41,050CommonSOLE
126650100CVSCVS HEALTH CORP$4.3M0.37%54,307CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$4.3M0.37%52,986CommonSOLE
74340W103PLDPROLOGIS INC.$4.2M0.37%31,757CommonSOLE
G54950103LINLINDE PLC$4.1M0.36%10,098CommonSHARED
548661107LOWLOWES COS INC$4.1M0.35%18,304CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.0M0.35%55,245CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$3.9M0.34%104,638CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.9M0.34%26,525CommonSOLE
756109104OREALTY INCOME CORP$3.9M0.34%67,432CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$3.8M0.33%27,817CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.8M0.33%9,306CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.7M0.32%108,639CommonSOLE
747525103QCOMQUALCOMM INC$3.7M0.32%25,649CommonSOLE
00206R102TAT&T INC$3.7M0.32%219,035CommonSOLE
053332102AZOAUTOZONE INC$3.6M0.32%1,404CommonSOLE
64110L106NFLXNETFLIX INC$3.6M0.31%7,429CommonSOLE
98978V103ZTSZOETIS INC$3.6M0.31%18,121CommonSHARED
228368106CCKCROWN HLDGS INC$3.5M0.31%38,218CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.5M0.31%16,299CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.5M0.30%21,283CommonSHARED
46625H100JPMJPMORGAN CHASE & CO$3.5M0.30%20,531CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3.4M0.30%26,061CommonSOLE
038222105AMATAPPLIED MATLS INC$3.4M0.30%21,059CommonSOLE
17275R102CSCOCISCO SYS INC$3.4M0.30%67,452CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$3.4M0.29%34,992CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3.4M0.29%33,457CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.4M0.29%3,527CommonSOLE
45687V106IRINGERSOLL RAND INC$3.3M0.29%43,115CommonSHARED
384802104GWWGRAINGER W W INC$3.3M0.29%4,010CommonSOLE
G0403H108AONAON PLC$3.3M0.29%11,375CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.3M0.29%927CommonSOLE
58155Q103MCKMCKESSON CORP$3.3M0.28%7,057CommonSOLE
244199105DEDEERE & CO$3.3M0.28%8,145CommonSOLE
254687106DISDISNEY WALT CO$3.2M0.28%35,781CommonSOLE
46435U374EWJVISHARES TR$3.2M0.28%110,000CommonSOLE
81762P102NOWSERVICENOW INC$3.2M0.28%4,531CommonSOLE
22822V101CCICROWN CASTLE INC$3.2M0.28%27,735CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.2M0.28%33,780CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.2M0.28%21,532CommonSOLE
988498101YUMYUM BRANDS INC$3.2M0.28%24,260CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.2M0.27%3,602CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.2M0.27%29,206CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$3.1M0.27%96,035CommonSHARED
931142103WMTWALMART INC$3.1M0.27%19,661CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.1M0.27%16,211CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.1M0.27%18,567CommonSHARED
615369105MCOMOODYS CORP$3.0M0.26%7,787CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$3.0M0.26%170,796CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.0M0.26%16,039CommonSOLE
444859102HUMHUMANA INC$3.0M0.26%6,557CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.0M0.26%10,932CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.0M0.26%12,721CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.9M0.26%67,007CommonSOLE
682680103OKEONEOK INC NEW$2.9M0.26%41,786CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.9M0.25%8,654CommonSOLE
058498106BALLBALL CORP$2.9M0.25%50,497CommonSOLE
12514G108CDWCDW CORP$2.9M0.25%12,651CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$2.9M0.25%23,649CommonSHARED
446413106HIIHUNTINGTON INGALLS INDS INC$2.9M0.25%11,009CommonSOLE
063671101BMOBANK MONTREAL QUE$2.8M0.25%28,475CommonSHARED
002824100ABTABBOTT LABS$2.8M0.25%25,628CommonSOLE
871607107SNPSSYNOPSYS INC$2.8M0.24%5,468CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$2.8M0.24%14,544CommonSOLE
458140100INTCINTEL CORP$2.8M0.24%55,541CommonSOLE
237266101DARDARLING INGREDIENTS INC$2.8M0.24%55,859CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2.8M0.24%20,911CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.7M0.24%141,144CommonSOLE
40434L105HPQHP INC$2.7M0.24%90,726CommonSOLE
871829107SYYSYSCO CORP$2.7M0.23%36,894CommonSOLE
87612E106TGTTARGET CORP$2.7M0.23%18,805CommonSOLE
256746108DLTRDOLLAR TREE INC$2.7M0.23%18,798CommonSOLE
487836108KKELLANOVA$2.6M0.23%46,707CommonSOLE
59156R108METMETLIFE INC$2.6M0.23%39,467CommonSOLE
205887102CAGCONAGRA BRANDS INC$2.6M0.23%90,422CommonSOLE
631103108NDAQNASDAQ INC$2.6M0.23%44,529CommonSOLE
12504L109CBRECBRE GROUP INC$2.6M0.22%27,801CommonSHARED
74460D109PSAPUBLIC STORAGE$2.6M0.22%8,464CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.5M0.22%16,946CommonSHARED
15135B101CNCCENTENE CORP DEL$2.5M0.22%33,988CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$2.5M0.22%3,195CommonSOLE
743315103PGRPROGRESSIVE CORP$2.5M0.22%15,652CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.5M0.22%19,411CommonSOLE
001055102AFLAFLAC INC$2.5M0.22%30,081CommonSOLE
H01301128ALCALCON AG$2.5M0.21%31,456CommonSOLE
084423102WRBBERKLEY W R CORP$2.4M0.21%34,545CommonSOLE
G5960L103MDTMEDTRONIC PLC$2.4M0.21%29,475CommonSOLE
902494103TSNTYSON FOODS INC$2.4M0.21%45,127CommonSOLE
513272104LWLAMB WESTON HLDGS INC$2.4M0.21%22,404CommonSOLE
69331C108PCGPG&E CORP$2.4M0.21%133,779CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$2.4M0.21%124,500CommonSOLE
461202103INTUINTUIT$2.4M0.21%3,820CommonSOLE
92936U109WPCWP CAREY INC$2.4M0.21%36,693CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$2.4M0.20%38,423CommonSOLE
925652109VICIVICI PPTYS INC$2.3M0.20%73,600CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$2.3M0.20%18,829CommonSOLE
12532H104GIBCGI INC$2.3M0.20%21,337CommonSHARED
37959E102GLGLOBE LIFE INC$2.3M0.20%18,811CommonSHARED
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.3M0.20%1,455CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.3M0.20%39,573CommonSOLE
501889208LKQLKQ CORP$2.3M0.20%47,487CommonSHARED
099724106BWABORGWARNER INC$2.3M0.20%63,108CommonSOLE
35137L105FOXAFOX CORP$2.3M0.20%75,893CommonSOLE
35137L204FOXFOX CORP$2.2M0.19%81,019CommonSOLE
654106103NKENIKE INC$2.2M0.19%20,596CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.2M0.19%3,376CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$2.2M0.19%6,163CommonSOLE
049560105ATOATMOS ENERGY CORP$2.2M0.19%19,145CommonSOLE
75513E101RTXRTX CORPORATION$2.2M0.19%26,288CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.2M0.19%10,213CommonSOLE
04621X108AIZASSURANT INC$2.2M0.19%12,912CommonSOLE
G6095L109APTIV PLC$2.2M0.19%24,184CommonSHARED
22052L104CTVACORTEVA INC$2.2M0.19%44,969CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.1M0.19%6,847CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.1M0.19%13,277CommonSOLE
020002101ALLALLSTATE CORP$2.1M0.18%15,140CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.1M0.18%28,483CommonSOLE
02209S103MOALTRIA GROUP INC$2.1M0.18%51,990CommonSOLE
09247X101BLKCHFBLACKROCK INC$2.1M0.18%2,568CommonSHARED
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.1M0.18%79,341CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.1M0.18%904CommonSOLE
92556V106VTRSVIATRIS INC$2.1M0.18%190,357CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$2.1M0.18%10,959CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.0M0.18%120,694CommonSOLE
892672106TWTRADEWEB MKTS INC$2.0M0.18%22,374CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$2.0M0.18%68,603CommonSOLE
281020107EIXEDISON INTL$2.0M0.17%28,125CommonSOLE
16411R208LNGCHENIERE ENERGY INC$2.0M0.17%11,652CommonSOLE
337738108FISVFISERV INC$2.0M0.17%14,892CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.0M0.17%8,681CommonSHARED
94106L109WMWASTE MGMT INC DEL$1.9M0.17%10,775CommonSOLE
46284V101IRMIRON MTN INC DEL$1.9M0.17%27,524CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$1.9M0.17%28,859CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.9M0.17%22,292CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.9M0.17%4,661CommonSOLE
189054109CLXCLOROX CO DEL$1.9M0.17%13,333CommonSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.16%12,711CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.9M0.16%7,802CommonSOLE
303250104FICOFAIR ISAAC CORP$1.9M0.16%1,613CommonSOLE
806407102HSICHENRY SCHEIN INC$1.9M0.16%24,708CommonSOLE
31428X106FDXFEDEX CORP$1.8M0.16%7,308CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.16%21,632CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.8M0.16%7,677CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1.8M0.16%52,833CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$1.8M0.16%25,275CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.8M0.16%2,729CommonSOLE
30161N101EXCEXELON CORP$1.8M0.16%49,956CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.16%17,920CommonSOLE
372460105GPCGENUINE PARTS CO$1.8M0.15%12,809CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.8M0.15%30,433CommonSOLE
418056107HASHASBRO INC$1.7M0.15%34,124CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.7M0.15%6,407CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$1.7M0.15%10,564CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.7M0.15%46,736CommonSHARED
256677105DGDOLLAR GEN CORP NEW$1.7M0.15%12,597CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.7M0.15%6,594CommonSOLE
46434G822EWJISHARES INC$1.7M0.15%26,400CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.7M0.15%18,608CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$1.7M0.15%32,170CommonSHARED
65339F101NEENEXTERA ENERGY INC$1.6M0.14%27,154CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.6M0.14%9,056CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.6M0.14%4,661CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.6M0.14%33,220CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.6M0.14%13,489CommonSOLE
302491303FMCFMC CORP$1.6M0.14%25,903CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.6M0.14%6,760CommonSOLE
969457100WMBWILLIAMS COS INC$1.6M0.14%46,501CommonSOLE
29444U700EQIXEQUINIX INC$1.6M0.14%1,991CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.6M0.14%3,745CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$1.6M0.13%13,052CommonSOLE
92276F100VTRVENTAS INC$1.5M0.13%31,062CommonSOLE
879369106TFXTELEFLEX INCORPORATED$1.5M0.13%6,180CommonSOLE
303075105FDSFACTSET RESH SYS INC$1.5M0.13%3,215CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.13%19,840CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.5M0.13%5,926CommonSOLE
693718108PCARPACCAR INC$1.5M0.13%15,368CommonSOLE
071813109BAXBAXTER INTL INC$1.5M0.13%38,776CommonSOLE
718546104PSXPHILLIPS 66$1.5M0.13%11,251CommonSOLE
778296103ROSTROSS STORES INC$1.5M0.13%10,719CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.13%15,397CommonSOLE
23918K108DVADAVITA INC$1.5M0.13%13,865CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.4M0.12%29,180CommonSOLE
98138H101WDAYWORKDAY INC$1.4M0.12%5,178CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.4M0.12%15,998CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.12%3,877CommonSOLE
427866108HSYHERSHEY CO$1.4M0.12%7,253CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.3M0.12%5,498CommonSOLE
56585A102MPCMARATHON PETE CORP$1.3M0.12%8,977CommonSOLE
351858105FNVFRANCO NEV CORP$1.3M0.12%11,960CommonSHARED
440452100HRLHORMEL FOODS CORP$1.3M0.12%41,456CommonSOLE
231021106CMICUMMINS INC$1.3M0.12%5,555CommonSOLE
866674104SUISUN CMNTYS INC$1.3M0.11%9,802CommonSOLE
26210C104DBXDROPBOX INC$1.3M0.11%44,200CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.3M0.11%4,153CommonSOLE
761152107RMDRESMED INC$1.3M0.11%7,476CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.3M0.11%5,592CommonSHARED
369604301GEGENERAL ELECTRIC CO$1.3M0.11%10,052CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.3M0.11%2,874CommonSOLE
268150109DTDYNATRACE INC$1.3M0.11%23,318CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.3M0.11%7,873CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1.3M0.11%17,751CommonSOLE
941848103WATWATERS CORP$1.2M0.11%3,794CommonSOLE
832696405SJMSMUCKER J M CO$1.2M0.11%9,853CommonSOLE
88579Y101MMM3M CO$1.2M0.11%11,382CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.11%36,727CommonSOLE
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776696106ROPROPER TECHNOLOGIES INC$1.2M0.10%2,166CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.2M0.10%21,769CommonSOLE
570535104MKLMARKEL GROUP INC$1.2M0.10%827CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.10%22,532CommonSOLE
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74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.2M0.10%14,763CommonSOLE
579780206MKCMCCORMICK & CO INC$1.2M0.10%16,808CommonSOLE
406216101HALHALLIBURTON CO$1.1M0.10%31,282CommonSOLE
443510607HUBBHUBBELL INC$1.1M0.10%3,423CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.10%4,573CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.10%18,145CommonSOLE
05352A100AVTRAVANTOR INC$1.1M0.10%48,687CommonSOLE
133131102CPTCAMDEN PPTY TR$1.1M0.10%11,194CommonSOLE
92343E102VRSNVERISIGN INC$1.1M0.09%5,293CommonSOLE
46187W107INVHINVITATION HOMES INC$1.1M0.09%31,956CommonSOLE
149123101CATCATERPILLAR INC$1.1M0.09%3,671CommonSOLE
252131107DXCMDEXCOM INC$1.1M0.09%8,691CommonSOLE
74762E102QUREQUANTA SVCS INC$1.1M0.09%4,969CommonSOLE
297178105ESSESSEX PPTY TR INC$1.1M0.09%4,317CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO$1.1M0.09%3,818CommonSOLE
366651107ITGARTNER INC$1.1M0.09%2,357CommonSOLE
26875P101EOGEOG RES INC$1.1M0.09%8,789CommonSOLE
526057104LENLENNAR CORP$1.1M0.09%7,121CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.1M0.09%15,386CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.1M0.09%6,816CommonSOLE
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770323103RHIROBERT HALF INC.$1.1M0.09%11,948CommonSOLE
315616102FFIVF5 INC$1.0M0.09%5,797CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.0M0.09%7,664CommonSOLE
12572Q105CMECME GROUP INC$1.0M0.09%4,895CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.0M0.09%9,841CommonSOLE
521865204LEALEAR CORP$1.0M0.09%7,146CommonSOLE
03662Q105AKXANSYS INC$1.0M0.09%2,761CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$997,8830.09%3,214CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$991,5700.09%2,816CommonSOLE
617446448MSMORGAN STANLEY$986,6780.09%10,581CommonSOLE
040413106ANETEURARISTA NETWORKS INC$985,6090.09%4,185CommonSOLE
91879Q109MTNVAIL RESORTS INC$982,6020.09%4,603CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$978,1350.09%4,754CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$952,3480.08%3,252CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$948,5300.08%7,457CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$947,3210.08%18,089CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$946,4310.08%26,319CommonSOLE
278865100ECLECOLAB INC$929,6660.08%4,687CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$928,0270.08%18,805CommonSOLE
20825C104COPCONOCOPHILLIPS$921,1320.08%7,936CommonSOLE
550021109LULULULULEMON ATHLETICA INC$916,2320.08%1,792CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$914,2890.08%9,616CommonSOLE
23331A109DHID R HORTON INC$911,8800.08%6,000CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$910,4810.08%15,796CommonSOLE
695156109PKGPACKAGING CORP AMER$909,3640.08%5,582CommonSOLE
172967424CCITIGROUP INC$905,6010.08%17,605CommonSOLE
833034101SNASNAP ON INC$891,3600.08%3,086CommonSOLE
62944T105NVRNVR INC$882,0570.08%126CommonSOLE
422806208HEI/AHEICO CORP NEW$867,8870.08%6,093CommonSOLE
115236101BROBROWN & BROWN INC$867,6840.08%12,202CommonSOLE
882508104TXNTEXAS INSTRS INC$865,7660.08%5,079CommonSOLE
090572207BIOBIO RAD LABS INC$861,7930.07%2,669CommonSOLE
311900104FASTFASTENAL CO$858,2670.07%13,251CommonSOLE
29476L107EQREQUITY RESIDENTIAL$855,6900.07%13,991CommonSOLE
142339100CSLCARLISLE COS INC$844,8110.07%2,704CommonSOLE
482480100KLACKLA CORP$844,0480.07%1,452CommonSOLE
316773100FITBFIFTH THIRD BANCORP$829,4840.07%24,050CommonSOLE
891092108TTCTORO CO$825,7060.07%8,602CommonSOLE
127097103CTRACOTERRA ENERGY INC$820,5700.07%32,154CommonSOLE
55261F104MTBM & T BK CORP$809,3200.07%5,904CommonSOLE
45168D104IDXXIDEXX LABS INC$808,1530.07%1,456CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$807,8310.07%666CommonSOLE
216648402COOPER COS INC$806,4560.07%2,131CommonSOLE
294429105EFXEQUIFAX INC$804,1870.07%3,252CommonSOLE
922475108VEEVVEEVA SYS INC$799,1510.07%4,151CommonSOLE
902653104UDRUDR INC$799,0360.07%20,868CommonSOLE
260557103DOWDOW INC$798,9090.07%14,568CommonSOLE
052769106ADSKAUTODESK INC$796,9100.07%3,273CommonSOLE
339041105FLT1EURFLEETCOR TECHNOLOGIES INC$796,1120.07%2,817CommonSOLE
55354G100MSCIMSCI INC$774,9410.07%1,370CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$765,6030.07%3,833CommonSOLE
806857108SLBSCHLUMBERGER LTD$760,0960.07%14,606CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$758,6960.07%38,318CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$741,3010.06%38,074CommonSOLE
126408103CSXCSX CORP$719,9570.06%20,766CommonSOLE
911363109URIUNITED RENTALS INC$705,3070.06%1,230CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$702,8790.06%11,701CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$695,1370.06%24,331CommonSOLE
115637209BF/BBROWN FORMAN CORP$693,2510.06%12,141CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$691,9990.06%10,214CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$689,8400.06%11,966CommonSOLE
09073M104TECHBIO-TECHNE CORP$689,8100.06%8,940CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$684,5020.06%3,179CommonSOLE
855244109SBUXSTARBUCKS CORP$667,0770.06%6,948CommonSOLE
403949100DINOHF SINCLAIR CORP$666,4510.06%11,993CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$656,2570.06%17,184CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$646,9360.06%1,677CommonSOLE
42809H107HESHESS CORP$645,1160.06%4,475CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$641,9910.06%7,119CommonSOLE
37940X102GPNGLOBAL PMTS INC$641,6040.06%5,052CommonSOLE
00766T100ACMAECOM$635,0870.06%6,871CommonSOLE
45167R104IEXIDEX CORP$623,9740.05%2,874CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$622,1820.05%1,535CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$617,1640.05%6,898CommonSOLE
H2906T109GRMNGARMIN LTD$612,1070.05%4,762CommonSOLE
05464C101AXONAXON ENTERPRISE INC$605,0090.05%2,342CommonSOLE
032095101APHAMPHENOL CORP NEW$600,8270.05%6,061CommonSOLE
50212V100LPLALPL FINL HLDGS INC$600,0060.05%2,636CommonSOLE
571903202MARMARRIOTT INTL INC NEW$588,5810.05%2,610CommonSOLE
217204106CPRTCOPART INC$578,3470.05%11,803CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$577,9040.05%4,944CommonSOLE
122017106BURLBURLINGTON STORES INC$573,3270.05%2,948CommonSOLE
45784P101PODDINSULET CORP$571,9590.05%2,636CommonSOLE
942622200WSOWATSCO INC$567,2940.05%1,324CommonSOLE
98419M100XYLXYLEM INC$561,7360.05%4,912CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$559,1820.05%4,411CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$549,2710.05%6,434CommonSOLE
422806109HEIHEICO CORP NEW$546,0900.05%3,053CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$542,4920.05%2,295CommonSOLE
863667101SYKSTRYKER CORPORATION$538,1300.05%1,797CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$537,4890.05%7,026CommonSOLE
337932107FEFIRSTENERGY CORP$533,9530.05%14,565CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$532,9040.05%41,895CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$516,8840.04%10,131CommonSOLE
87612G101TRGPTARGA RES CORP$511,5770.04%5,889CommonSOLE
540424108LLOEWS CORP$499,6560.04%7,180CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$498,2600.04%14,000CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$490,5300.04%2,075CommonSOLE
758849103REGREGENCY CTRS CORP$483,6060.04%7,218CommonSOLE
902973304USBUS BANCORP DEL$481,6200.04%11,128CommonSOLE
749685103RPMRPM INTL INC$481,1250.04%4,310CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$473,1190.04%3,403CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$472,4240.04%3,312CommonSOLE
929740108WABWABTEC$472,0680.04%3,720CommonSOLE
466313103JBLJABIL INC$472,0170.04%3,705CommonSOLE
G0176J109ALLEALLEGION PLC$464,0650.04%3,663CommonSOLE
73278L105POOLPOOL CORP$461,3070.04%1,157CommonSOLE
74736K101QRVOQORVO INC$457,8720.04%4,066CommonSOLE
65473P105NINISOURCE INC$455,6250.04%17,161CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$450,1740.04%13,584CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$447,9900.04%1,635CommonSOLE
655663102NDSNNORDSON CORP$444,8450.04%1,684CommonSOLE
G0250X107AMCRAMCOR PLC$442,9580.04%45,950CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$442,2710.04%5,749CommonSOLE
233331107DTEDTE ENERGY CO$438,8350.04%3,980CommonSOLE
852234103XYZBLOCK INC$438,1100.04%5,664CommonSOLE
518439104ELLAUDER ESTEE COS INC$430,8520.04%2,946CommonSOLE
526107107LIILENNOX INTL INC$427,8290.04%956CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$424,4130.04%2,240CommonSOLE
125896100CMSCMS ENERGY CORP$422,2850.04%7,272CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$420,5520.04%1,082CommonSOLE
574599106MASMASCO CORP$419,4960.04%6,263CommonSOLE
37045V100GMGENERAL MTRS CO$417,6420.04%11,627CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$415,5270.04%11,788CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$415,1780.04%2,955CommonSOLE
893641100TDGTRANSDIGM GROUP INC$414,7560.04%410CommonSOLE
848637104SPLKCHFSPLUNK INC$410,7360.04%2,696CommonSOLE
65249B109NWSANEWS CORP NEW$410,6480.04%16,727CommonSOLE
857477103STTSTATE STR CORP$407,5950.04%5,262CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$403,3120.04%4,981CommonSOLE
345370860FFORD MTR CO DEL$402,4280.03%33,013CommonSOLE
95040Q104WELLWELLTOWER INC$385,1160.03%4,271CommonSOLE
61945C103MOSMOSAIC CO NEW$384,9190.03%10,773CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$384,6470.03%2,484CommonSOLE
247361702DALDELTA AIR LINES INC DEL$383,3520.03%9,529CommonSOLE
172908105CTASCINTAS CORP$382,6890.03%635CommonSOLE
49446R109KIMKIMCO RLTY CORP$382,0880.03%17,930CommonSOLE
042735100ARWARROW ELECTRS INC$382,0310.03%3,125CommonSOLE
460146103IPINTERNATIONAL PAPER CO$378,3460.03%10,466CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$376,7150.03%8,316CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$373,7840.03%9,949CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$365,6180.03%1,432CommonSOLE
929160109VMCVULCAN MATLS CO$365,0320.03%1,608CommonSOLE
032654105ADIANALOG DEVICES INC$361,9750.03%1,823CommonSOLE
665859104NTRSNORTHERN TR CORP$359,0370.03%4,255CommonSOLE
96145D105WRKUSDWESTROCK CO$355,7850.03%8,569CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$351,7290.03%2,394CommonSHARED
552953101MGMMGM RESORTS INTERNATIONAL$349,6660.03%7,826CommonSOLE
858119100STLDSTEEL DYNAMICS INC$337,1760.03%2,855CommonSOLE
053611109AVYAVERY DENNISON CORP$337,0010.03%1,667CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$336,4730.03%2,993CommonSOLE
29362U104ENTGENTEGRIS INC$335,3760.03%2,799CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$332,3500.03%5,435CommonSOLE
693506107PPGPPG INDS INC$331,7020.03%2,218CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$325,6410.03%2,216CommonSOLE
384109104GGGGRACO INC$324,8290.03%3,744CommonSOLE
02005N100ALLYALLY FINL INC$324,3020.03%9,287CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$322,5690.03%2,893CommonSOLE
101121101BXPBOSTON PROPERTIES INC$322,0100.03%4,589CommonSOLE
60937P106MDBMONGODB INC$317,2680.03%776CommonSOLE
452327109ILMNILLUMINA INC$315,3790.03%2,265CommonSOLE
443573100HUBSHUBSPOT INC$311,1690.03%536CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$308,8510.03%5,376CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$307,3270.03%5,147CommonSOLE
744320102PRUPRUDENTIAL FINL INC$306,6700.03%2,957CommonSOLE
009066101ABNBAIRBNB INC$306,0430.03%2,248CommonSOLE
G29183103ETNEATON CORP PLC$303,9150.03%1,262CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$302,3010.03%3,722CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$292,2950.03%19,763CommonSOLE
30063P105EXKEXACT SCIENCES CORP$292,0730.03%3,948CommonSOLE
291011104EMREMERSON ELEC CO$291,6010.03%2,996CommonSOLE
46266C105IQVIQVIA HLDGS INC$291,0760.03%1,258CommonSOLE
58733R102MELIMERCADOLIBRE INC$289,1630.03%184CommonSOLE
880770102TERTERADYNE INC$288,5550.03%2,659CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$285,8750.02%573CommonSOLE
493267108KEYKEYCORP$282,1680.02%19,595CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$277,4500.02%2,116CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$274,5310.02%4,552CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$274,4360.02%1,808CommonSOLE
670346105NUENUCOR CORP$273,0690.02%1,569CommonSOLE
G7S00T104PNRPENTAIR PLC$270,2630.02%3,717CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$269,9360.02%6,341CommonSOLE
354613101BENFRANKLIN RESOURCES INC$269,3020.02%9,040CommonSOLE
48251W104KKRKKR & CO INC$269,0140.02%3,247CommonSOLE
25746U109DDOMINION ENERGY INC$267,1480.02%5,684CommonSOLE
833445109SNOWSNOWFLAKE INC$257,5060.02%1,294CommonSOLE
29109X106AZPN1USDASPEN TECHNOLOGY INC$255,5940.02%1,161CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$253,9960.02%3,285CommonSOLE

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.