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OSTRUM ASSET MANAGEMENT

Q1 2025 · 13F-HR

OSTRUM ASSET MANAGEMENTholdings as filed

Filed 2025-05-14 · accession 0001104659-25-048517

$1.90B
Reported value
642
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 642

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$92.4M4.86%246,172CommonSOLE
023135106AMZNAMAZON COM INC$76.4M4.02%401,397CommonSOLE
67066G104NVDANVIDIA CORPORATION$65.6M3.45%605,523CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$51.3M2.70%297,635CommonSOLE
02079K305GOOGLALPHABET INC$51.1M2.69%330,258CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$48.6M2.56%91,256CommonSOLE
11135F101AVGOBROADCOM INC$47.6M2.51%284,471CommonSOLE
30303M102METAMETA PLATFORMS INC$45.7M2.41%79,346CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$44.1M2.32%30,804CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$42.9M2.26%175,041CommonSOLE
98978V103ZTSZOETIS INC$39.9M2.10%242,524CommonSOLE
609207105MDLZMONDELEZ INTL INC$38.3M2.01%564,045CommonSOLE
075887109BDXBECTON DICKINSON & CO$38.2M2.01%166,812CommonSOLE
254687106DISDISNEY WALT CO$32.6M1.71%329,880CommonSOLE
037833100AAPLAPPLE INC$30.8M1.62%138,692CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$27.5M1.45%47,352CommonSOLE
81762P102NOWSERVICENOW INC$25.9M1.36%32,493CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$25.5M1.34%58,231CommonSOLE
78709Y105SAIASAIA INC$21.9M1.15%62,780CommonSOLE
89055F103BLDTOPBUILD CORP$21.8M1.15%71,575CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$20.2M1.06%65,617CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$19.7M1.04%56,359CommonSOLE
98419M100XYLXYLEM INC$17.0M0.89%142,145CommonSOLE
00123Q104AGNCAGNC INVT CORP$16.3M0.86%1,705,220CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.2M0.75%85,874CommonSOLE
92826C839VVISA INC$13.3M0.70%37,997CommonSOLE
532457108LLYELI LILLY & CO$10.5M0.56%12,771CommonSOLE
02079K107GOOGALPHABET INC$10.2M0.54%65,171CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$9.3M0.49%16,900CommonSOLE
191098102COKECOCA COLA CONS INC$9.2M0.48%6,789CommonSOLE
500688106KOSKOSMOS ENERGY LTD$9.1M0.48%4,008,525CommonSOLE
747525103QCOMQUALCOMM INC$8.9M0.47%58,217CommonSOLE
191216100KOCOCA COLA CO$8.9M0.47%124,307CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8.9M0.47%195,475CommonSOLE
17275R102CSCOCISCO SYS INC$8.6M0.45%138,757CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.3M0.44%48,808CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.1M0.43%15,489CommonSOLE
713448108PEPPEPSICO INC$7.9M0.42%52,717CommonSOLE
053332102AZOAUTOZONE INC$7.5M0.39%1,962CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.1M0.38%28,734CommonSOLE
00287Y109ABBVABBVIE INC$7.1M0.37%33,945CommonSOLE
931142103WMTWALMART INC$7.0M0.37%79,698CommonSOLE
64110L106NFLXNETFLIX INC$7.0M0.37%7,482CommonSOLE
58933Y105MRKMERCK & CO INC$6.8M0.36%75,929CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6.5M0.34%28,717CommonSOLE
125523100CITHE CIGNA GROUP$6.2M0.33%18,840CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.1M0.32%35,905CommonSOLE
79466L302CRMSALESFORCE INC$6.1M0.32%22,801CommonSOLE
437076102HDHOME DEPOT INC$6.0M0.32%16,472CommonSOLE
872540109TJXTJX COS INC NEW$6.0M0.32%49,529CommonSOLE
580135101MCDMCDONALDS CORP$6.0M0.32%19,311CommonSOLE
68389X105ORCLORACLE CORP$6.0M0.31%42,798CommonSOLE
03073E105CORCENCORA INC$5.8M0.31%20,874CommonSOLE
743315103PGRPROGRESSIVE CORP$5.7M0.30%19,981CommonSOLE
370334104GISGENERAL MLS INC$5.6M0.30%94,366CommonSOLE
G54950103LINLINDE PLC$5.6M0.30%12,106CommonSOLE
88160R101TSLATESLA INC$5.6M0.29%21,501CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.4M0.28%23,362CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.3M0.28%120,000CommonSOLE
651639106NEMNEWMONT CORP$5.3M0.28%109,180CommonSOLE
00724F101ADBEADOBE INC$5.3M0.28%13,697CommonSOLE
209115104EDCONSOLIDATED EDISON INC$5.0M0.26%44,853CommonSOLE
00206R102TAT&T INC$4.9M0.26%174,932CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.8M0.25%9,373CommonSOLE
244199105DEDEERE & CO$4.7M0.25%10,072CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.7M0.25%10,840CommonSOLE
75513E101RTXRTX CORPORATION$4.7M0.25%35,434CommonSOLE
892672106TWTRADEWEB MKTS INC$4.7M0.25%31,462CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.6M0.24%49,504CommonSOLE
58155Q103MCKMCKESSON CORP$4.6M0.24%6,782CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.5M0.24%32,640CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.5M0.23%4,720CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.5M0.23%19,280CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.4M0.23%14,255CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$4.4M0.23%26,156CommonSOLE
668771108GENGEN DIGITAL INC$4.4M0.23%165,598CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$4.4M0.23%50,459CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.4M0.23%948CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.3M0.23%8,634CommonSOLE
30040W108ESEVERSOURCE ENERGY$4.3M0.23%68,896CommonSOLE
756109104OREALTY INCOME CORP$4.3M0.23%73,698CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.3M0.22%35,890CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$4.2M0.22%33,744CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$4.2M0.22%3,148CommonSOLE
22822V101CCICROWN CASTLE INC$4.1M0.22%39,234CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$4.0M0.21%7,359CommonSOLE
020002101ALLALLSTATE CORP$4.0M0.21%19,346CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$4.0M0.21%18,623CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.0M0.21%35,353CommonSOLE
12504L109CBRECBRE GROUP INC$3.9M0.20%29,707CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.9M0.20%12,675CommonSOLE
G0403H108AONAON PLC$3.9M0.20%9,651CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.8M0.20%36,540CommonSOLE
031162100AMGNAMGEN INC$3.7M0.20%11,970CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.6M0.19%47,662CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.6M0.19%13,319CommonSOLE
038222105AMATAPPLIED MATLS INC$3.6M0.19%24,542CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3.5M0.19%11,866CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.5M0.19%16,219CommonSOLE
060505104BACBANK AMERICA CORP$3.5M0.19%84,228CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.5M0.18%31,839CommonSOLE
30161N101EXCEXELON CORP$3.5M0.18%74,922CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.4M0.18%16,423CommonSOLE
H1467J104CBCHUBB LIMITED$3.4M0.18%11,209CommonSOLE
717081103PFEPFIZER INC$3.3M0.18%131,736CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.3M0.17%6,682CommonSOLE
384802104GWWGRAINGER W W INC$3.3M0.17%3,342CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.3M0.17%53,960CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$3.3M0.17%46,407CommonSOLE
228368106CCKCROWN HLDGS INC$3.3M0.17%36,500CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.2M0.17%5,092CommonSOLE
337738108FISVFISERV INC$3.2M0.17%14,612CommonSOLE
74340W103PLDPROLOGIS INC.$3.2M0.17%28,829CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.2M0.17%35,767CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.1M0.16%11,558CommonSOLE
548661107LOWLOWES COS INC$3.1M0.16%13,328CommonSOLE
92276F100VTRVENTAS INC$3.1M0.16%44,797CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.1M0.16%6,346CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3.0M0.16%6,580CommonSOLE
002824100ABTABBOTT LABS$3.0M0.16%22,414CommonSOLE
504922105LHLABCORP HOLDINGS INC$2.9M0.15%12,606CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.9M0.15%85,496CommonSOLE
436440101HO1HOLOGIC INC$2.9M0.15%47,336CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.9M0.15%39,879CommonSOLE
45687V106IRINGERSOLL RAND INC$2.9M0.15%36,077CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.9M0.15%12,626CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.9M0.15%39,478CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.9M0.15%32,989CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.9M0.15%18,043CommonSOLE
235851102DHRDANAHER CORPORATION$2.9M0.15%13,913CommonSOLE
166764100CVXCHEVRON CORP NEW$2.8M0.15%17,020CommonSOLE
013091103ACIALBERTSONS COS INC$2.8M0.15%128,786CommonSOLE
631103108NDAQNASDAQ INC$2.8M0.15%37,050CommonSOLE
03662Q105AKXANSYS INC$2.8M0.15%8,849CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.8M0.15%34,531CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.8M0.15%18,410CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.7M0.14%14,066CommonSOLE
907818108UNPUNION PAC CORP$2.7M0.14%11,620CommonSOLE
058498106BALLBALL CORP$2.7M0.14%52,482CommonSOLE
20825C104COPCONOCOPHILLIPS$2.7M0.14%25,967CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.7M0.14%26,924CommonSOLE
071813109BAXBAXTER INTL INC$2.7M0.14%78,097CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.7M0.14%7,703CommonSOLE
615369105MCOMOODYS CORP$2.6M0.14%5,666CommonSOLE
92343E102VRSNVERISIGN INC$2.6M0.14%10,358CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.6M0.14%120,517CommonSOLE
040413205ANETARISTA NETWORKS INC$2.6M0.13%32,945CommonSOLE
69370C100PTCPTC INC$2.5M0.13%16,417CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.5M0.13%2,141CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.5M0.13%9,558CommonSOLE
682680103OKEONEOK INC NEW$2.5M0.13%25,399CommonSOLE
084423102WRBBERKLEY W R CORP$2.5M0.13%35,158CommonSOLE
369604301GEGE AEROSPACE$2.5M0.13%12,352CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$2.5M0.13%121,662CommonSOLE
04621X108AIZASSURANT INC$2.5M0.13%11,770CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.5M0.13%9,692CommonSOLE
871607107SNPSSYNOPSYS INC$2.4M0.13%5,707CommonSOLE
92936U109WPCWP CAREY INC$2.4M0.13%38,316CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2.4M0.13%7,170CommonSOLE
59156R108METMETLIFE INC$2.4M0.13%29,859CommonSOLE
501044101KRKROGER CO$2.4M0.13%35,335CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.4M0.13%47,372CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.4M0.12%30,314CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2.3M0.12%35,165CommonSOLE
278865100ECLECOLAB INC$2.3M0.12%9,232CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$2.3M0.12%64,606CommonSOLE
001055102AFLAFLAC INC$2.3M0.12%21,021CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.3M0.12%80,942CommonSOLE
149123101CATCATERPILLAR INC$2.3M0.12%6,999CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.3M0.12%30,902CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.3M0.12%16,215CommonSOLE
55354G100MSCIMSCI INC$2.3M0.12%4,056CommonSOLE
925652109VICIVICI PPTYS INC$2.3M0.12%70,210CommonSOLE
69331C108PCGPG&E CORP$2.3M0.12%132,666CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$2.3M0.12%7,564CommonSOLE
461202103INTUINTUIT$2.2M0.12%3,631CommonSOLE
02209S103MOALTRIA GROUP INC$2.2M0.12%37,006CommonSOLE
277276101EGPEASTGROUP PPTYS INC$2.2M0.12%12,470CommonSOLE
775711104ROLROLLINS INC$2.2M0.11%39,847CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$2.1M0.11%11,764CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.1M0.11%25,050CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.1M0.11%8,693CommonSOLE
172967424CCITIGROUP INC$2.1M0.11%29,596CommonSOLE
H11356104BGBUNGE GLOBAL SA$2.1M0.11%27,112CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.1M0.11%21,444CommonSOLE
018802108LNTALLIANT ENERGY CORP$2.0M0.11%31,608CommonSOLE
G8473T100STESTERIS PLC$2.0M0.11%8,959CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.0M0.11%15,646CommonSOLE
09062X103BIIBBIOGEN INC$2.0M0.11%14,708CommonSOLE
285512109EAELECTRONIC ARTS INC$2.0M0.11%13,828CommonSOLE
806857108SLBSCHLUMBERGER LTD$2.0M0.10%47,652CommonSOLE
832696405SJMSMUCKER J M CO$2.0M0.10%16,820CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.0M0.10%53,938CommonSOLE
26875P101EOGEOG RES INC$2.0M0.10%15,440CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$2.0M0.10%13,309CommonSOLE
12514G108CDWCDW CORP$1.9M0.10%12,148CommonSOLE
22052L104CTVACORTEVA INC$1.9M0.10%30,632CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$1.9M0.10%61,850CommonSOLE
29444U700EQIXEQUINIX INC$1.9M0.10%2,331CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$1.9M0.10%46,589CommonSOLE
031100100AMEAMETEK INC$1.8M0.10%10,524CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.8M0.09%14,887CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.8M0.09%21,562CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.8M0.09%22,769CommonSOLE
500754106KHCKRAFT HEINZ CO$1.8M0.09%57,943CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.7M0.09%12,782CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.7M0.09%21,246CommonSOLE
443510607HUBBHUBBELL INC$1.7M0.09%5,060CommonSOLE
231021106CMICUMMINS INC$1.7M0.09%5,297CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.7M0.09%11,746CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.6M0.09%7,443CommonSOLE
570535104MKLMARKEL GROUP INC$1.6M0.09%879CommonSOLE
31428X106FDXFEDEX CORP$1.6M0.09%6,738CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.6M0.09%60,432CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.6M0.09%6,324CommonSOLE
09290D101BLKBLACKROCK INC$1.6M0.09%1,726CommonSOLE
872590104TMUST-MOBILE US INC$1.6M0.09%6,124CommonSOLE
34959E109FTNTFORTINET INC$1.6M0.09%16,859CommonSOLE
929160109VMCVULCAN MATLS CO$1.6M0.08%6,783CommonSOLE
049560105ATOATMOS ENERGY CORP$1.5M0.08%9,913CommonSOLE
988498101YUMYUM BRANDS INC$1.5M0.08%9,731CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$1.5M0.08%7,745CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.5M0.08%4,510CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.5M0.08%8,302CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.5M0.08%2,574CommonSOLE
816851109SRESEMPRA$1.5M0.08%21,246CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.5M0.08%36,636CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$1.5M0.08%21,322CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$1.5M0.08%39,698CommonSOLE
681919106OMCOMNICOM GROUP INC$1.5M0.08%18,095CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.5M0.08%4,084CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.5M0.08%8,929CommonSOLE
34959J108FTVFORTIVE CORP$1.5M0.08%20,417CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.5M0.08%2,559CommonSOLE
311900104FASTFASTENAL CO$1.5M0.08%19,169CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.5M0.08%5,991CommonSOLE
40434L105HPQHP INC$1.5M0.08%53,410CommonSOLE
718546104PSXPHILLIPS 66$1.5M0.08%11,934CommonSOLE
427866108HSYHERSHEY CO$1.5M0.08%8,600CommonSOLE
438516106HONHONEYWELL INTL INC$1.4M0.08%6,775CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.4M0.08%5,873CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.4M0.08%9,650CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.4M0.07%12,716CommonSOLE
761152107RMDRESMED INC$1.4M0.07%6,184CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.07%16,452CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.4M0.07%5,649CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.4M0.07%3,956CommonSOLE
882508104TXNTEXAS INSTRS INC$1.4M0.07%7,595CommonSOLE
458140100INTCINTEL CORP$1.4M0.07%59,577CommonSOLE
406216101HALHALLIBURTON CO$1.4M0.07%53,314CommonSOLE
205887102CAGCONAGRA BRANDS INC$1.3M0.07%50,559CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.3M0.07%3,709CommonSOLE
115236101BROBROWN & BROWN INC$1.3M0.07%10,724CommonSOLE
501889208LKQLKQ CORP$1.3M0.07%31,099CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.3M0.07%8,958CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.3M0.07%24,950CommonSOLE
778296103ROSTROSS STORES INC$1.3M0.07%10,296CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$1.3M0.07%35,558CommonSOLE
15135B101CNCCENTENE CORP DEL$1.3M0.07%21,133CommonSOLE
911363109URIUNITED RENTALS INC$1.3M0.07%2,045CommonSOLE
372460105GPCGENUINE PARTS CO$1.3M0.07%10,712CommonSOLE
189054109CLXCLOROX CO DEL$1.3M0.07%8,650CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.07%12,890CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$1.2M0.07%10,877CommonSOLE
278642103EBAYEBAY INC.$1.2M0.06%18,210CommonSOLE
133131102CPTCAMDEN PPTY TR$1.2M0.06%9,832CommonSOLE
281020107EIXEDISON INTL$1.2M0.06%20,348CommonSOLE
G29183103ETNEATON CORP PLC$1.2M0.06%4,375CommonSOLE
579780206MKCMCCORMICK & CO INC$1.2M0.06%14,392CommonSOLE
466313103JBLJABIL INC$1.2M0.06%8,703CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.2M0.06%5,358CommonSOLE
487836108KKELLANOVA$1.2M0.06%14,142CommonSOLE
297178105ESSESSEX PPTY TR INC$1.2M0.06%3,792CommonSOLE
488401100KMPRKEMPER CORP$1.2M0.06%17,345CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$1.2M0.06%13,773CommonSOLE
866674104SUISUN CMNTYS INC$1.1M0.06%8,613CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.1M0.06%17,928CommonSOLE
759509102RSRELIANCE INC$1.1M0.06%3,817CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.1M0.06%7,626CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.1M0.06%19,742CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.1M0.06%9,977CommonSOLE
92338C103VLTOVERALTO CORP$1.1M0.06%11,132CommonSOLE
654106103NKENIKE INC$1.1M0.06%16,991CommonSOLE
42809H107HESHESS CORP$1.1M0.06%6,739CommonSOLE
929740108WABWABTEC$1.1M0.06%5,889CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.1M0.06%26,968CommonSOLE
303250104FICOFAIR ISAAC CORP$1.1M0.06%573CommonSOLE
35137L204FOXFOX CORP$1.1M0.06%19,975CommonSOLE
126408103CSXCSX CORP$1.0M0.06%35,553CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.0M0.05%13,265CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.0M0.05%7,794CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.0M0.05%66,513CommonSOLE
922475108VEEVVEEVA SYS INC$1.0M0.05%4,391CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.0M0.05%521CommonSOLE
482480100KLACKLA CORP$1.0M0.05%1,490CommonSOLE
12572Q105CMECME GROUP INC$1.0M0.05%3,815CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$987,8990.05%4,755CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$986,2320.05%7,509CommonSOLE
46187W107INVHINVITATION HOMES INC$978,8320.05%28,087CommonSOLE
98980G102ZSZSCALER INC$972,0600.05%4,899CommonSOLE
695156109PKGPACKAGING CORP AMER$971,8820.05%4,908CommonSOLE
126650100CVSCVS HEALTH CORP$954,1910.05%14,084CommonSOLE
052769106ADSKAUTODESK INC$948,7630.05%3,624CommonSOLE
67059N108NTNXNUTANIX INC$947,3920.05%13,571CommonSOLE
127097103CTRACOTERRA ENERGY INC$946,0700.05%32,736CommonSOLE
64110D104NTAPNETAPP INC$945,0710.05%10,759CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$938,5330.05%8,394CommonSOLE
440452100HRLHORMEL FOODS CORP$934,8210.05%30,214CommonSOLE
219948106CPAYCORPAY INC$930,7340.05%2,669CommonSOLE
25809K105DASHDOORDASH INC$926,6440.05%5,070CommonSOLE
983134107WYNNWYNN RESORTS LTD$919,4180.05%11,011CommonSOLE
G0250X107AMCRAMCOR PLC$912,7020.05%94,093CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$909,5730.05%1,665CommonSOLE
29476L107EQREQUITY RESIDENTIAL$908,0640.05%12,686CommonSOLE
704326107PAYXPAYCHEX INC$906,7040.05%5,877CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$906,0890.05%10,422CommonSOLE
893641100TDGTRANSDIGM GROUP INC$903,2880.05%653CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$902,3970.05%28,584CommonSOLE
268150109DTDYNATRACE INC$896,2740.05%19,009CommonSOLE
36828A101GEVGE VERNOVA INC$888,6700.05%2,911CommonSOLE
H2906T109GRMNGARMIN LTD$886,7590.05%4,084CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$886,4870.05%13,586CommonSOLE
50212V100LPLALPL FINL HLDGS INC$879,3520.05%2,688CommonSOLE
303075105FDSFACTSET RESH SYS INC$878,3640.05%1,932CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$877,3630.05%8,568CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$863,5120.05%5,401CommonSOLE
122017106BURLBURLINGTON STORES INC$862,0400.05%3,617CommonSOLE
172908105CTASCINTAS CORP$861,7870.05%4,193CommonSOLE
G0176J109ALLEALLEGION PLC$858,0350.05%6,577CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$851,1280.04%2,414CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$844,1050.04%17,101CommonSOLE
90138F102TWLOTWILIO INC$841,7320.04%8,597CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$841,2750.04%16,528CommonSOLE
87612E106TGTTARGET CORP$838,6370.04%8,036CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$835,9740.04%74,841CommonSOLE
380237107GDDYGODADDY INC$828,4640.04%4,599CommonSOLE
902653104UDRUDR INC$828,4630.04%18,341CommonSOLE
460146103IPINTERNATIONAL PAPER CO$827,9920.04%15,520CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$820,1470.04%7,011CommonSOLE
745867101PHMPULTE GROUP INC$817,6710.04%7,954CommonSOLE
29414B104EPAMEPAM SYS INC$816,8480.04%4,838CommonSOLE
032654105ADIANALOG DEVICES INC$816,3600.04%4,048CommonSOLE
G3265R107APTVAPTIV PLC$814,3170.04%13,686CommonSOLE
142339100CSLCARLISLE COS INC$809,3680.04%2,377CommonSOLE
256746108DLTRDOLLAR TREE INC$800,1710.04%10,659CommonSOLE
896239100TRMBTRIMBLE INC$796,5310.04%12,133CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$793,8810.04%4,177CommonSHARED
95040Q104WELLWELLTOWER INC$793,1680.04%5,177CommonSOLE
858119100STLDSTEEL DYNAMICS INC$792,3820.04%6,335CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$774,2340.04%9,114CommonSOLE
693506107PPGPPG INDS INC$756,9210.04%6,922CommonSOLE
45337C102INCYINCYTE CORP$749,9720.04%12,386CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$745,6800.04%9,239CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$745,2900.04%3,940CommonSOLE
127190304CACICACI INTL INC$743,0130.04%2,025CommonSOLE
902973304USBUS BANCORP DEL$733,7840.04%17,380CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$719,9130.04%4,493CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$718,2460.04%9,948CommonSOLE
49177J102KVUEKENVUE INC$717,3620.04%29,915CommonSOLE
G87110105FTITECHNIPFMC PLC$704,3100.04%22,225CommonSOLE
983793100XPOXPO INC$696,5810.04%6,475CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$695,2320.04%6,286CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$680,8160.04%6,510CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$679,6350.04%33,612CommonSOLE
086516101BBYBEST BUY INC$677,3590.04%9,202CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$676,4760.04%6,555CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$673,9470.04%17,049CommonSOLE
749685103RPMRPM INTL INC$669,7870.04%5,790CommonSOLE
260557103DOWDOW INC$667,2510.04%19,108CommonSOLE
571903202MARMARRIOTT INTL INC NEW$665,2930.04%2,793CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$649,3410.03%20,235CommonSOLE
679295105OKTAOKTA INC$643,5260.03%6,116CommonSOLE
291011104EMREMERSON ELEC CO$642,4900.03%5,860CommonSOLE
443573100HUBSHUBSPOT INC$640,4160.03%1,121CommonSOLE
256677105DGDOLLAR GEN CORP NEW$635,9100.03%7,232CommonSOLE
55261F104MTBM & T BK CORP$633,1320.03%3,542CommonSOLE
22160N109CSGPCOSTAR GROUP INC$631,8590.03%7,975CommonSOLE
863667101SYKSTRYKER CORPORATION$630,2190.03%1,693CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$618,7360.03%7,331CommonSOLE
23331A109DHID R HORTON INC$612,7670.03%4,820CommonSOLE
833034101SNASNAP ON INC$599,5410.03%1,779CommonSOLE
337932107FEFIRSTENERGY CORP$596,8010.03%14,765CommonSOLE
65339F101NEENEXTERA ENERGY INC$595,2630.03%8,397CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$594,8040.03%2,951CommonSOLE
217204106CPRTCOPART INC$587,0650.03%10,374CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$585,1070.03%11,735CommonSOLE
200340107CMACOMERICA INC$582,3320.03%9,860CommonSOLE
540424108LLOEWS CORP$580,0440.03%6,311CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$579,4070.03%8,903CommonSOLE
92556V106VTRSVIATRIS INC$573,4230.03%65,835CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$572,8930.03%15,318CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$568,9260.03%7,405CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$567,8680.03%1,724CommonSOLE
00766T100ACMAECOM$566,3950.03%6,108CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$563,1110.03%2,741CommonSOLE
65249B109NWSANEWS CORP NEW$561,4120.03%20,625CommonSOLE
23918K108DVADAVITA INC$561,2470.03%3,669CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$560,0480.03%3,385CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$552,7580.03%36,826CommonSOLE
45168D104IDXXIDEXX LABS INC$552,2340.03%1,315CommonSOLE
56585A102MPCMARATHON PETE CORP$537,0130.03%3,686CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$534,8670.03%3,091CommonSOLE
009066101ABNBAIRBNB INC$533,6280.03%4,467CommonSOLE
224408104CRCRANE COMPANY$530,0030.03%3,460CommonSOLE
29084Q100EMEEMCOR GROUP INC$523,7660.03%1,417CommonSOLE
05464C101AXONAXON ENTERPRISE INC$519,6390.03%988CommonSOLE
701094104PHPARKER-HANNIFIN CORP$511,2020.03%841CommonSOLE
98138H101WDAYWORKDAY INC$510,7300.03%2,187CommonSOLE
45167R104IEXIDEX CORP$509,0690.03%2,813CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$509,0280.03%13,445CommonSOLE
670346105NUENUCOR CORP$507,9550.03%4,221CommonSOLE
960413102WLKWESTLAKE CORPORATION$502,4510.03%5,023CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$498,1480.03%3,367CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$494,0310.03%4,365CommonSOLE
693718108PCARPACCAR INC$491,8160.03%5,051CommonSOLE
26884L109EQTEQT CORP$486,3200.03%9,102CommonSOLE
37045V100GMGENERAL MTRS CO$480,5530.03%10,218CommonSOLE
42704L104HRIHERC HLDGS INC$478,6730.03%3,565CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$477,4900.03%2,016CommonSOLE
526107107LIILENNOX INTL INC$471,6580.02%841CommonSOLE
758849103REGREGENCY CTRS CORP$467,7860.02%6,342CommonSOLE
958102105WDCWESTERN DIGITAL CORP$464,0960.02%11,479CommonSOLE
N20944109CNHCNH INDL N V$454,7410.02%37,031CommonSOLE
37940X102GPNGLOBAL PMTS INC$452,1950.02%4,618CommonSOLE
46284V101IRMIRON MTN INC DEL$451,1940.02%5,244CommonSOLE
02553E106AEOAMERICAN EAGLE OUTFITTERS IN$449,5780.02%38,690CommonSOLE
34354P105FLSFLOWSERVE CORP$432,9670.02%8,865CommonSOLE
444859102HUMHUMANA INC$427,0640.02%1,614CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$425,7450.02%2,680CommonSOLE
833445109SNOWSNOWFLAKE INC$425,0330.02%2,908CommonSOLE
550021109LULULULULEMON ATHLETICA INC$419,7780.02%1,483CommonSOLE
857477103STTSTATE STR CORP$413,9870.02%4,624CommonSOLE
219350105GLWCORNING INC$407,3960.02%8,899CommonSOLE
N00985106AERAERCAP HOLDINGS NV$401,8350.02%3,933CommonSOLE
049468101TEAMATLASSIAN CORPORATION$395,7720.02%1,865CommonSOLE
05478C105AZEKAZEK CO INC$385,2530.02%7,880CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$383,3540.02%2,181CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$382,0200.02%6,276CommonSOLE
871829107SYYSYSCO CORP$377,1510.02%5,026CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$377,1340.02%5,050CommonSOLE
574599106MASMASCO CORP$372,8730.02%5,362CommonSOLE
665859104NTRSNORTHERN TR CORP$368,8520.02%3,739CommonSOLE
617446448MSMORGAN STANLEY$363,6600.02%3,117CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$363,3710.02%986CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$356,8640.02%11,460CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$352,9700.02%2,541CommonSOLE
366651107ITGARTNER INC$335,7920.02%800CommonSOLE
49446R109KIMKIMCO RLTY CORP$334,7000.02%15,758CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$333,3190.02%1,859CommonSOLE
48251W104KKRKKR & CO INC$329,8350.02%2,853CommonSOLE
G25508105CRHCRH PLC$325,9290.02%3,705CommonSOLE
143658300CCL1EURCARNIVAL CORP$325,1940.02%16,651CommonSOLE
315616102FFIVF5 INC$313,1340.02%1,176CommonSOLE
256163106DOCUDOCUSIGN INC$312,9830.02%3,845CommonSOLE
73278L105POOLPOOL CORP$303,3880.02%953CommonSOLE
252131107DXCMDEXCOM INC$302,8660.02%4,435CommonSOLE
336433107FSLRFIRST SOLAR INC$301,6620.02%2,386CommonSOLE
594972408MSTRMICROSTRATEGY INC$300,6660.02%1,043CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$299,5650.02%4,725CommonSOLE
74762E102QUREQUANTA SVCS INC$299,4240.02%1,178CommonSOLE
655663102NDSNNORDSON CORP$298,5460.02%1,480CommonSOLE
02005N100ALLYALLY FINL INC$297,6680.02%8,162CommonSOLE
294429105EFXEQUIFAX INC$293,9770.02%1,207CommonSOLE
345370860FFORD MTR CO$291,0610.02%29,019CommonSOLE
744320102PRUPRUDENTIAL FINL INC$290,0330.02%2,597CommonSOLE
526057104LENLENNAR CORP$287,7530.02%2,507CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$287,3560.02%1,960CommonSOLE
09260D107BXBLACKSTONE INC$287,1080.02%2,054CommonSOLE
000360206AAONAAON INC$284,3930.01%3,640CommonSOLE
25746U109DDOMINION ENERGY INC$280,0700.01%4,995CommonSOLE
632307104NTRANATERA INC$278,5780.01%1,970CommonSOLE
493267108KEYKEYCORP$275,4120.01%17,224CommonSOLE
384109104GGGGRACO INC$274,7480.01%3,290CommonSOLE
G7S00T104PNRPENTAIR PLC$272,5000.01%3,115CommonSOLE
101121101BXPBXP INC$270,9100.01%4,032CommonSOLE
053611109AVYAVERY DENNISON CORP$260,5480.01%1,464CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$253,9440.01%2,786CommonSOLE
87612G101TRGPTARGA RES CORP$251,9910.01%1,257CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$250,3080.01%5,555CommonSOLE
62944T105NVRNVR INC$246,3090.01%34CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$242,6240.01%4,146CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$240,9780.01%504CommonSOLE
03831W108APPAPPLOVIN CORP$240,0630.01%906CommonSOLE
941848103WATWATERS CORP$239,9390.01%651CommonSOLE
46266C105IQVIQVIA HLDGS INC$239,7680.01%1,360CommonSOLE
23804L103DDOGDATADOG INC$239,2950.01%2,412CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$234,8500.01%1,049CommonSOLE
969457100WMBWILLIAMS COS INC$234,4380.01%3,923CommonSOLE
889478103TOLTOLL BROTHERS INC$232,2980.01%2,200CommonSOLE
830566105SKAASKECHERS U S A INC$228,2560.01%4,020CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$226,0100.01%1,853CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$225,4950.01%1,321CommonSOLE
090572207BIOBIO RAD LABS INC$223,5880.01%918CommonSOLE
65473P105NINISOURCE INC$219,9740.01%5,487CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$217,3780.01%1,790CommonSOLE
69047Q102OVVOVINTIV INC$214,1710.01%5,004CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$204,5590.01%411CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$203,8340.01%6,877CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$201,9870.01%1,475CommonSOLE
60937P106MDBMONGODB INC$198,9040.01%1,134CommonSOLE

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.