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WESTPAC BANKING CORP (WBKCY, WEBNF)

Q2 2024 · 13F-HR/A

WESTPAC BANKING CORP (WBKCY, WEBNF)holdings as filed

Filed 2024-08-14 · accession 0001104659-24-089150

$1.26B
Reported value
453
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$91.0M7.22%736,909CommonSOLE
037833100AAPLAPPLE INC$87.6M6.95%415,894CommonSOLE
594918104MSFTMICROSOFT CORP$80.5M6.39%180,184CommonSOLE
023135106AMZNAMAZON COM INC$51.0M4.04%263,685CommonSOLE
02079K305GOOGLALPHABET INC$45.4M3.60%249,160CommonSOLE
30303M102METAMETA PLATFORMS INC$31.6M2.51%62,760CommonSOLE
532457108LLYELI LILLY & CO$20.9M1.66%23,054CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$16.2M1.29%31,850CommonSOLE
11135F101AVGOBROADCOM INC$15.7M1.25%9,793CommonSOLE
64110L106NFLXNETFLIX INC$15.1M1.19%22,304CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$13.0M1.03%64,277CommonSOLE
92826C839VVISA INC$12.6M1.00%48,187CommonSOLE
038222105AMATAPPLIED MATLS INC$12.2M0.97%51,625CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$11.8M0.94%86,311CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$11.7M0.93%26,472CommonSOLE
58933Y105MRKMERCK & CO INC$11.2M0.88%90,100CommonSOLE
29444U700EQIXEQUINIX INC$11.1M0.88%14,651CommonSOLE
747525103QCOMQUALCOMM INC$11.1M0.88%55,531CommonSOLE
02079K107GOOGALPHABET INC$10.9M0.87%59,663CommonSOLE
95040Q104WELLWELLTOWER INC$10.7M0.85%102,313CommonSOLE
74340W103PLDPROLOGIS INC.$10.6M0.84%94,067CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$10.1M0.80%137,035CommonSOLE
17275R102CSCOCISCO SYS INC$9.8M0.78%206,802CommonSOLE
461202103INTUINTUIT$9.8M0.78%14,916CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9.7M0.77%30,320CommonSOLE
713448108PEPPEPSICO INC$8.9M0.71%54,222CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$8.8M0.70%8,288CommonSOLE
031162100AMGNAMGEN INC$8.7M0.69%27,990CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.6M0.68%2,161CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$8.6M0.68%41,334CommonSOLE
437076102HDHOME DEPOT INC$8.5M0.67%24,571CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.4M0.66%25,480CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$8.1M0.64%52,054CommonSOLE
172967424CCITIGROUP INC$7.9M0.63%124,778CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.9M0.63%81,274CommonSOLE
060505104BACBANK AMERICA CORP$7.9M0.62%197,601CommonSOLE
92276F100VTRVENTAS INC$7.6M0.60%148,414CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7.5M0.60%16,679CommonSOLE
032095101APHAMPHENOL CORP NEW$6.6M0.52%97,264CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$6.5M0.52%464,608CommonSOLE
88160R101TSLATESLA INC$6.5M0.52%32,982CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.4M0.51%33,171CommonSOLE
58155Q103MCKMCKESSON CORP$6.0M0.48%10,263CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.0M0.47%25,069CommonSOLE
191216100KOCOCA COLA CO$6.0M0.47%93,662CommonSOLE
46187W107INVHINVITATION HOMES INC$5.9M0.47%164,159CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.8M0.46%36,048CommonSOLE
125523100CITHE CIGNA GROUP$5.8M0.46%17,660CommonSOLE
925652109VICIVICI PPTYS INC$5.7M0.45%199,831CommonSOLE
00724F101ADBEADOBE INC$5.7M0.45%10,177CommonSOLE
548661107LOWLOWES COS INC$5.4M0.43%24,659CommonSOLE
88579Y101MMM3M CO$5.3M0.42%51,509CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.2M0.41%75,433CommonSOLE
892672106TWTRADEWEB MKTS INC$5.2M0.41%48,721CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$5.1M0.40%107,747CommonSOLE
235851102DHRDANAHER CORPORATION$5.0M0.39%19,924CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.0M0.39%20,992CommonSOLE
64110D104NTAPNETAPP INC$5.0M0.39%38,437CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$4.7M0.38%127,563CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$4.7M0.37%30,950CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$4.6M0.37%578,275CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.5M0.36%75,465CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.5M0.35%29,406CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$4.5M0.35%38,195CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.3M0.34%29,580CommonSOLE
68389X105ORCLORACLE CORP$4.3M0.34%30,613CommonSOLE
30040W108ESEVERSOURCE ENERGY$4.3M0.34%76,219CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4.3M0.34%30,952CommonSOLE
278642103EBAYEBAY INC.$4.3M0.34%79,560CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.3M0.34%30,898CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.2M0.33%35,817CommonSOLE
03073E105CORCENCORA INC$4.2M0.33%18,540CommonSOLE
297178105ESSESSEX PPTY TR INC$4.2M0.33%15,327CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4.2M0.33%59,860CommonSOLE
370334104GISGENERAL MLS INC$4.1M0.33%64,911CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4.1M0.32%29,631CommonSOLE
231021106CMICUMMINS INC$4.0M0.32%14,556CommonSOLE
001055102AFLAFLAC INC$4.0M0.31%44,281CommonSOLE
745867101PHMPULTE GROUP INC$4.0M0.31%35,878CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$3.9M0.31%88,354CommonSOLE
758849103REGREGENCY CTRS CORP$3.9M0.31%62,978CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.9M0.31%53,380CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.9M0.31%8,669CommonSOLE
285512109EAELECTRONIC ARTS INC$3.8M0.30%27,347CommonSOLE
487836108KKELLANOVA$3.8M0.30%66,046CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.8M0.30%23,083CommonSOLE
857477103STTSTATE STR CORP$3.8M0.30%50,781CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$3.7M0.30%29,809CommonSOLE
62944T105NVRNVR INC$3.7M0.29%487CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.6M0.29%18,441CommonSOLE
866674104SUISUN CMNTYS INC$3.6M0.29%29,949CommonSOLE
086516101BBYBEST BUY INC$3.6M0.29%42,732CommonSOLE
40434L105HPQHP INC$3.6M0.29%102,723CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.6M0.29%73,950CommonSOLE
00206R102TAT&T INC$3.5M0.28%185,374CommonSOLE
693506107PPGPPG INDS INC$3.5M0.28%27,988CommonSOLE
79466L302CRMSALESFORCE INC$3.5M0.28%13,646CommonSOLE
12504L109CBRECBRE GROUP INC$3.5M0.27%38,895CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$3.3M0.27%117,894CommonSOLE
35137L105FOXAFOX CORP$3.3M0.27%97,301CommonSOLE
59156R108METMETLIFE INC$3.3M0.26%47,276CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.3M0.26%16,556CommonSOLE
670346105NUENUCOR CORP$3.3M0.26%20,956CommonSOLE
00287Y109ABBVABBVIE INC$3.2M0.25%18,544CommonSOLE
369604301GEGE AEROSPACE$3.1M0.25%19,676CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.9M0.23%163,456CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$2.9M0.23%114,748CommonSOLE
482480100KLACKLA CORP$2.8M0.22%3,371CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.8M0.22%20,803CommonSOLE
149123101CATCATERPILLAR INC$2.7M0.22%8,203CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$2.7M0.21%26,700CommonSOLE
29362U104ENTGENTEGRIS INC$2.6M0.21%19,513CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.6M0.21%35,003CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.6M0.21%1,590CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.6M0.21%66,620CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.5M0.20%14,413CommonSOLE
574599106MASMASCO CORP$2.5M0.20%37,713CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$2.4M0.19%54,030CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.4M0.19%21,176CommonSOLE
125269100CFCF INDS HLDGS INC$2.4M0.19%32,336CommonSOLE
436440101HO1HOLOGIC INC$2.4M0.19%31,664CommonSOLE
681919106OMCOMNICOM GROUP INC$2.3M0.18%25,769CommonSOLE
278865100ECLECOLAB INC$2.3M0.18%9,558CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$2.3M0.18%146,936CommonSOLE
37045V100GMGENERAL MTRS CO$2.3M0.18%48,549CommonSOLE
02209S103MOALTRIA GROUP INC$2.2M0.18%49,234CommonSOLE
761152107RMDRESMED INC$2.2M0.17%11,515CommonSOLE
25746U109DDOMINION ENERGY INC$2.2M0.17%44,381CommonSOLE
443573100HUBSHUBSPOT INC$2.1M0.17%3,613CommonSOLE
217204106CPRTCOPART INC$2.1M0.17%38,708CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$2.1M0.17%20,973CommonSOLE
45168D104IDXXIDEXX LABS INC$2.1M0.16%4,230CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.0M0.16%22,920CommonSOLE
637417106NNNNNN REIT INC$2.0M0.16%46,262CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$2.0M0.16%109,528CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.9M0.15%4,288CommonSOLE
22822V101CCICROWN CASTLE INC$1.9M0.15%19,290CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.9M0.15%5,348CommonSOLE
008492100ADCAGREE RLTY CORP$1.8M0.15%29,524CommonSOLE
98389B100XELXCEL ENERGY INC$1.8M0.14%34,178CommonSOLE
146869102CVNACARVANA CO$1.8M0.14%14,102CommonSOLE
11135E203BNLBROADSTONE NET LEASE INC$1.8M0.14%114,262CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.8M0.14%3,259CommonSOLE
254687106DISDISNEY WALT CO$1.8M0.14%17,982CommonSOLE
931142103WMTWALMART INC$1.8M0.14%26,208CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.14%17,497CommonSOLE
580135101MCDMCDONALDS CORP$1.7M0.14%6,860CommonSOLE
87612E106TGTTARGET CORP$1.7M0.14%11,804CommonSOLE
863667101SYKSTRYKER CORPORATION$1.7M0.14%5,123CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.7M0.14%24,230CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.7M0.13%47,061CommonSOLE
15135B101CNCCENTENE CORP DEL$1.6M0.13%24,384CommonSOLE
717081103PFEPFIZER INC$1.6M0.12%55,973CommonSOLE
759509102RSRELIANCE INC$1.5M0.12%5,400CommonSOLE
002824100ABTABBOTT LABS$1.5M0.12%14,840CommonSOLE
42226K105HRHEALTHCARE RLTY TR$1.5M0.12%93,539CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.5M0.12%3,278CommonSOLE
842587107SOSOUTHERN CO$1.5M0.12%19,737CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.5M0.12%3,971CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.5M0.12%19,333CommonSOLE
036752103ELVELEVANCE HEALTH INC$1.5M0.12%2,782CommonSOLE
88146M101TRNOTERRENO RLTY CORP$1.4M0.11%24,302CommonSOLE
222795502CUZCOUSINS PPTYS INC$1.4M0.11%61,427CommonSOLE
871607107SNPSSYNOPSYS INC$1.4M0.11%2,358CommonSOLE
219350105GLWCORNING INC$1.4M0.11%35,952CommonSOLE
833034101SNASNAP ON INC$1.4M0.11%5,325CommonSOLE
458140100INTCINTEL CORP$1.4M0.11%44,219CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.11%5,897CommonSOLE
81762P102NOWSERVICENOW INC$1.4M0.11%1,734CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.11%3,344CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.11%7,888CommonSOLE
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$1.3M0.11%106,607CommonSOLE
032654105ADIANALOG DEVICES INC$1.3M0.10%5,638CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.3M0.10%6,202CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.3M0.10%16,142CommonSOLE
74967X103RHRH$1.2M0.10%4,935CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1.2M0.09%31,349CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.2M0.09%9,170CommonSOLE
617446448MSMORGAN STANLEY$1.2M0.09%12,142CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.2M0.09%20,296CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.09%6,800CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.2M0.09%15,797CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.09%4,483CommonSOLE
49427F108KRCKILROY RLTY CORP$1.1M0.09%36,682CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$1.1M0.09%22,492CommonSOLE
882508104TXNTEXAS INSTRS INC$1.1M0.09%5,837CommonSOLE
743315103PGRPROGRESSIVE CORP$1.1M0.09%5,328CommonSOLE
69351T106PPLPPL CORP$1.1M0.09%39,864CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.1M0.09%2,877CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1.1M0.09%19,024CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.09%12,016CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.08%25,924CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1.1M0.08%3,673CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.0M0.08%13,474CommonSOLE
29364G103ETRENTERGY CORP NEW$1.0M0.08%9,574CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$997,7660.08%16,857CommonSOLE
233331107DTEDTE ENERGY CO$987,4340.08%8,895CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$970,1010.08%923CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$963,8800.08%3,582CommonSOLE
12572Q105CMECME GROUP INC$962,7510.08%4,897CommonSOLE
126650100CVSCVS HEALTH CORP$951,5160.08%16,111CommonSOLE
654106103NKENIKE INC$947,4010.08%12,570CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$942,7310.07%22,700CommonSOLE
98978V103ZTSZOETIS INC$941,1710.07%5,429CommonSOLE
018802108LNTALLIANT ENERGY CORP$939,9200.07%18,466CommonSOLE
595112103MUMICRON TECHNOLOGY INC$918,0790.07%6,980CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$892,0950.07%18,777CommonSOLE
69047Q102OVVOVINTIV INC$891,8890.07%19,029CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$879,7110.07%6,390CommonSOLE
34959E109FTNTFORTINET INC$878,6160.07%14,578CommonSOLE
30161N101EXCEXELON CORP$869,5420.07%25,124CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$859,3900.07%2,535CommonSOLE
075887109BDXBECTON DICKINSON & CO$857,4820.07%3,669CommonSOLE
N20944109CNHCNH INDL N V$847,9720.07%83,709CommonSOLE
609207105MDLZMONDELEZ INTL INC$818,9820.06%12,515CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$795,4680.06%3,775CommonSOLE
501044101KRKROGER CO$787,3460.06%15,769CommonSOLE
855244109SBUXSTARBUCKS CORP$771,1820.06%9,906CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$764,1690.06%5,895CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$756,6580.06%1,960CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$751,5750.06%12,433CommonSOLE
94106L109WMWASTE MGMT INC DEL$738,5830.06%3,462CommonSOLE
91913Y100VLOVALERO ENERGY CORP$735,0480.06%4,689CommonSOLE
29355A107ENPHENPHASE ENERGY INC$721,7010.06%7,238CommonSOLE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$719,9530.06%8,245CommonSOLE
020002101ALLALLSTATE CORP$712,0840.06%4,460CommonSOLE
872590104TMUST-MOBILE US INC$711,5910.06%4,039CommonSOLE
25754A201DPZDOMINOS PIZZA INC$667,0980.05%1,292CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$664,9540.05%4,859CommonSOLE
37940X102GPNGLOBAL PMTS INC$664,5230.05%6,872CommonSOLE
98138H101WDAYWORKDAY INC$664,1970.05%2,971CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$657,9980.05%3,352CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$656,3000.05%801CommonSOLE
756109104OREALTY INCOME CORP$655,6550.05%12,413CommonSOLE
337738108FISVFISERV INC$650,4110.05%4,364CommonSOLE
04621X108AIZASSURANT INC$588,8580.05%3,542CommonSOLE
244199105DEDEERE & CO$588,0940.05%1,574CommonSOLE
31428X106FDXFEDEX CORP$577,1920.05%1,925CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$576,3800.05%9,200CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$573,9540.05%1,865CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$572,5510.05%8,191CommonSOLE
61945C103MOSMOSAIC CO NEW$561,9890.04%19,446CommonSOLE
052769106ADSKAUTODESK INC$554,2880.04%2,240CommonSOLE
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49271V100KDPKEURIG DR PEPPER INC$542,7830.04%16,251CommonSOLE
550021109LULULULULEMON ATHLETICA INC$542,1410.04%1,815CommonSOLE
615369105MCOMOODYS CORP$511,8510.04%1,216CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$501,6290.04%5,102CommonSOLE
60770K107MRNAMODERNA INC$500,0560.04%4,211CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$491,8700.04%5,325CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$482,6180.04%5,996CommonSOLE
902973304USBUS BANCORP DEL$462,6240.04%11,653CommonSOLE
701094104PHPARKER-HANNIFIN CORP$461,2990.04%912CommonSOLE
22052L104CTVACORTEVA INC$455,8470.04%8,451CommonSOLE
09062X103BIIBBIOGEN INC$441,8490.04%1,906CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$431,1420.03%17,225CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$424,1490.03%2,728CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$414,4960.03%4,306CommonSOLE
053332102AZOAUTOZONE INC$409,0460.03%138CommonSOLE
56585A102MPCMARATHON PETE CORP$403,8610.03%2,328CommonSOLE
09260D107BXBLACKSTONE INC$401,9790.03%3,247CommonSOLE
252131107DXCMDEXCOM INC$398,5310.03%3,515CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$393,1250.03%29,294CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$389,0510.03%1,783CommonSOLE
20825C104COPCONOCOPHILLIPS$387,5190.03%3,388CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$381,9930.03%1,259CommonSOLE
48251W104KKRKKR & CO INC$381,6000.03%3,626CommonSOLE
009066101ABNBAIRBNB INC$380,5910.03%2,510CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$379,7450.03%3,563CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$379,3430.03%673CommonSOLE
46284V101IRMIRON MTN INC DEL$376,8520.03%4,205CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$371,3820.03%3,582CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$371,2160.03%4,057CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$369,6210.03%350CommonSOLE
34959J108FTVFORTIVE CORP$357,9030.03%4,830CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$356,4810.03%1,467CommonSOLE
760759100RSGREPUBLIC SVCS INC$354,0870.03%1,822CommonSOLE
90138F102TWLOTWILIO INC$351,0290.03%6,179CommonSOLE
384802104GWWGRAINGER W W INC$342,8510.03%380CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$342,6550.03%11,767CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$335,0510.03%1,243CommonSOLE
29786A106ETSYETSY INC$329,0490.03%5,579CommonSOLE
427866108HSYHERSHEY CO$328,3200.03%1,786CommonSOLE
89832Q109TFCTRUIST FINL CORP$326,2230.03%8,397CommonSOLE
189054109CLXCLOROX CO DEL$326,0270.03%2,389CommonSOLE
90384S303ULTAULTA BEAUTY INC$322,9730.03%837CommonSOLE
H2906T109GRMNGARMIN LTD$314,9240.02%1,933CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$314,0240.02%1,211CommonSOLE
25809K105DASHDOORDASH INC$312,3070.02%2,871CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$311,6630.02%223CommonSOLE
311900104FASTFASTENAL CO$307,2880.02%4,890CommonSOLE
518439104ELLAUDER ESTEE COS INC$305,1550.02%2,868CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$299,6620.02%970CommonSOLE
G29183103ETNEATON CORP PLC$297,2460.02%948CommonSOLE
880770102TERTERADYNE INC$293,1690.02%1,977CommonSOLE
031100100AMEAMETEK INC$291,4090.02%1,748CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$291,0040.02%2,128CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$286,5740.02%2,775CommonSOLE
444859102HUMHUMANA INC$283,6000.02%759CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$280,1080.02%2,942CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$269,4160.02%3,962CommonSOLE
23331A109DHID R HORTON INC$269,0350.02%1,909CommonSOLE
55354G100MSCIMSCI INC$268,3350.02%557CommonSOLE
366651107ITGARTNER INC$266,2930.02%593CommonSOLE
69331C108PCGPG&E CORP$262,5290.02%15,036CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$258,6510.02%870CommonSOLE
704326107PAYXPAYCHEX INC$255,1410.02%2,152CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$254,9130.02%2,159CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$254,5590.02%1,785CommonSOLE
452327109ILMNILLUMINA INC$250,6160.02%2,401CommonSOLE
281020107EIXEDISON INTL$250,5450.02%3,489CommonSOLE
46266C105IQVIQVIA HLDGS INC$246,9620.02%1,168CommonSOLE
833445109SNOWSNOWFLAKE INC$237,6230.02%1,759CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$237,1610.02%720CommonSOLE
G5960L103MDTMEDTRONIC PLC$236,2870.02%3,002CommonSOLE
988498101YUMYUM BRANDS INC$234,5870.02%1,771CommonSOLE
852234103XYZBLOCK INC$233,3250.02%3,618CommonSOLE
42809H107HESHESS CORP$232,0490.02%1,573CommonSOLE
682189105ONON SEMICONDUCTOR CORP$222,3760.02%3,244CommonSOLE
500754106KHCKRAFT HEINZ CO$217,2590.02%6,743CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$212,8970.02%1,047CommonSOLE
G0403H108AONAON PLC$211,9650.02%722CommonSOLE
G8473T100STESTERIS PLC$209,8800.02%956CommonSOLE
526057104LENLENNAR CORP$209,3680.02%1,397CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$208,3780.02%1,920CommonSOLE
172908105CTASCINTAS CORP$201,6750.02%288CommonSOLE
579780206MKCMCCORMICK & CO INC$194,0920.02%2,736CommonSOLE
294429105EFXEQUIFAX INC$191,7860.02%791CommonSOLE
89400J107TRUTRANSUNION$191,3330.02%2,580CommonSOLE
216648501COOCOOPER COS INC$189,6160.02%2,172CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$185,7760.01%928CommonSOLE
922475108VEEVVEEVA SYS INC$182,6440.01%998CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$180,7320.01%2,719CommonSOLE
260003108DOVDOVER CORP$179,7280.01%996CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$179,2940.01%2,301CommonSOLE
05352A100AVTRAVANTOR INC$178,9920.01%8,443CommonSOLE
941848103WATWATERS CORP$175,5230.01%605CommonSOLE
12514G108CDWCDW CORP$173,0280.01%773CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$171,8230.01%2,087CommonSOLE
009158106APDAIR PRODS & CHEMS INC$170,5710.01%661CommonSOLE
G6095L109APTIV PLC$170,4160.01%2,420CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$168,6400.01%7,966CommonSOLE
501889208LKQLKQ CORP$163,1160.01%3,922CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$162,5550.01%45,790CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$161,9430.01%1,238CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$161,1170.01%725CommonSOLE
205887102CAGCONAGRA BRANDS INC$157,8730.01%5,555CommonSOLE
86614U1007SUSUMMIT MATLS INC$154,2010.01%4,212CommonSOLE
G4705A100ICLRICON PLC$150,7790.01%481CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$150,2580.01%5,932CommonSOLE
23804L103DDOGDATADOG INC$147,7170.01%1,139CommonSOLE
372460105GPCGENUINE PARTS CO$146,7580.01%1,061CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$145,4880.01%555CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$145,3150.01%966CommonSOLE
303250104FICOFAIR ISAAC CORP$144,4000.01%97CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$144,3750.01%598CommonSOLE
631103108NDAQNASDAQ INC$142,9370.01%2,372CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$141,0980.01%166CommonSOLE
058498106BALLBALL CORP$138,8260.01%2,313CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$137,9020.01%536CommonSOLE
22160N109CSGPCOSTAR GROUP INC$137,6040.01%1,856CommonSOLE
832696405SJMSMUCKER J M CO$131,3930.01%1,205CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$130,4100.01%483CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$129,6110.01%1,203CommonSOLE
134429109CPBCAMPBELL SOUP CO$127,0290.01%2,811CommonSOLE
049468101TEAMATLASSIAN CORPORATION$124,8770.01%706CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$124,6400.01%779CommonSOLE
12685J105CABOCABLE ONE INC$123,9000.01%350CommonSOLE
03076C106AMPAMERIPRISE FINL INC$123,8850.01%290CommonSOLE
071813109BAXBAXTER INTL INC$123,5980.01%3,695CommonSOLE
150870103CECELANESE CORP DEL$123,2890.01%914CommonSOLE
92556V106VTRSVIATRIS INC$122,1710.01%11,493CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$115,3100.01%1,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$113,6320.01%470CommonSOLE
45337C102INCYINCYTE CORP$112,1470.01%1,850CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$110,3610.01%1,761CommonSOLE
18915M107NETCLOUDFLARE INC$106,8510.01%1,290CommonSOLE
911363109URIUNITED RENTALS INC$105,4170.01%163CommonSOLE
316773100FITBFIFTH THIRD BANCORP$105,3830.01%2,888CommonSOLE
46982L108JJACOBS SOLUTIONS INC$104,9220.01%751CommonSOLE
45687V106IRINGERSOLL RAND INC$104,9200.01%1,155CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$104,6040.01%1,409CommonSOLE
90364P105PATHUIPATH INC$98,8660.01%7,797CommonSOLE
49177J102KVUEKENVUE INC$97,5720.01%5,367CommonSOLE
695156109PKGPACKAGING CORP AMER$97,4870.01%534CommonSOLE
55261F104MTBM & T BK CORP$97,1730.01%642CommonSOLE
929740108WABWABTEC$92,1430.01%583CommonSOLE
98419M100XYLXYLEM INC$90,3300.01%666CommonSOLE
88339J105TTDTHE TRADE DESK INC$90,0520.01%922CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$89,7070.01%437CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$88,5110.01%7,318CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$85,6040.01%158CommonSOLE
460146103IPINTERNATIONAL PAPER CO$82,7190.01%1,917CommonSOLE
77311W101RKTROCKET COS INC$81,2000.01%5,927CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$80,7250.01%1,029CommonSOLE
83304A106SNAPSNAP INC$79,9270.01%4,812CommonSOLE
33829M101FIVEFIVE BELOW INC$79,3300.01%728CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$77,9000.01%501CommonSOLE
260557103DOWDOW INC$77,5060.01%1,461CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$77,0090.01%623CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$76,7550.01%1,013CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$76,2120.01%3,803CommonSOLE
693718108PCARPACCAR INC$75,4550.01%733CommonSOLE
831865209AOSSMITH A O CORP$74,4200.01%910CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$73,3310.01%1,507CommonSOLE
345370860FFORD MTR CO DEL$73,1460.01%5,833CommonSOLE
668771108GENGEN DIGITAL INC$71,5680.01%2,865CommonSOLE
084423102WRBBERKLEY W R CORP$65,8500.01%838CommonSOLE
172062101CINFCINCINNATI FINL CORP$64,9550.01%550CommonSOLE
570535104MKLMARKEL GROUP INC$63,0260.00%40CommonSOLE
77543R102ROKUROKU INC$62,0870.00%1,036CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$61,4830.00%488CommonSOLE
665859104NTRSNORTHERN TR CORP$61,0530.00%727CommonSOLE
902494103TSNTYSON FOODS INC$60,9110.00%1,066CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$60,7960.00%761CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$60,2250.00%398CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$59,8970.00%1,212CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$58,4270.00%4,433CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$57,6780.00%2,016CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$56,9000.00%607CommonSOLE
771049103RBLXROBLOX CORP$55,4800.00%1,491CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$53,5980.00%595CommonSOLE
60937P106MDBMONGODB INC$52,4920.00%210CommonSOLE
98980G102ZSZSCALER INC$52,2760.00%272CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$51,7650.00%374CommonSOLE
26875P101EOGEOG RES INC$51,3550.00%408CommonSOLE
N82405106STLASTELLANTIS N.V$50,7960.00%2,566CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$50,6580.00%1,406CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$49,0130.00%777CommonSOLE
775711104ROLROLLINS INC$48,8880.00%1,002CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$46,5880.00%380CommonSOLE
72352L106PINSPINTEREST INC$45,3480.00%1,029CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$44,2490.00%332CommonSOLE
92343E102VRSNVERISIGN INC$41,2500.00%232CommonSOLE
526057302LEN/BLENNAR CORP$40,9920.00%294CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$40,2430.00%294CommonSOLE
493267108KEYKEYCORP$39,4470.00%2,776CommonSOLE
354613101BENFRANKLIN RESOURCES INC$37,8390.00%1,693CommonSOLE
219948106CPAYCORPAY INC$36,7650.00%138CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$36,7330.00%216CommonSOLE
679295105OKTAOKTA INC$34,3550.00%367CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$34,1740.00%769CommonSOLE
29414B104EPAMEPAM SYS INC$33,1070.00%176CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$32,3050.00%1,054CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$32,3030.00%730CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$31,6870.00%4,259CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$28,4010.00%95CommonSOLE
35137L204FOXFOX CORP$28,2740.00%883CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$24,0270.00%8,490CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$15,7590.00%511CommonSOLE
384747101GRALGRAIL INC$6,1480.00%400CommonSOLE
358054104FRSHFRESHWORKS INC$00CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$00CommonSOLE

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.