MondegarAI
WESTPAC BANKING CORP (WBKCY, WEBNF)

Q2 2025 · 13F-HR

WESTPAC BANKING CORP (WBKCY, WEBNF)holdings as filed

Filed 2025-08-11 · accession 0001104659-25-075856

$1.50B
Reported value
457
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$113.4M7.58%717,874CommonSOLE
594918104MSFTMICROSOFT CORP$112.0M7.49%225,182CommonSOLE
037833100AAPLAPPLE INC$67.7M4.53%330,157CommonSOLE
023135106AMZNAMAZON COM INC$61.4M4.10%279,840CommonSOLE
30303M102METAMETA PLATFORMS INC$47.1M3.15%63,803CommonSOLE
02079K305GOOGLALPHABET INC$44.9M3.00%254,984CommonSOLE
11135F101AVGOBROADCOM INC$30.3M2.03%110,016CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.5M1.77%91,428CommonSOLE
172967424CCITIGROUP INC$18.5M1.24%217,077CommonSOLE
461202103INTUINTUIT$18.4M1.23%23,322CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$17.5M1.17%31,143CommonSOLE
92826C839VVISA INC$16.3M1.09%45,916CommonSOLE
64110L106NFLXNETFLIX INC$15.6M1.04%11,630CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$15.4M1.03%2,660CommonSOLE
88160R101TSLATESLA INC$14.3M0.96%45,152CommonSOLE
742718109PGPROCTER AND GAMBLE CO$14.1M0.94%88,588CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$13.9M0.93%19,658CommonSOLE
17275R102CSCOCISCO SYS INC$13.1M0.88%189,491CommonSOLE
95040Q104WELLWELLTOWER INC$11.7M0.78%75,991CommonSOLE
532457108LLYELI LILLY & CO$11.4M0.76%14,576CommonSOLE
12572Q105CMECME GROUP INC$11.3M0.75%40,961CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.2M0.75%35,947CommonSOLE
747525103QCOMQUALCOMM INC$10.7M0.72%67,221CommonSOLE
29444U700EQIXEQUINIX INC$10.1M0.67%12,635CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.0M0.67%44,185CommonSOLE
925652109VICIVICI PPTYS INC$9.8M0.66%301,787CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9.7M0.65%106,760CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.6M0.64%86,460CommonSOLE
58933Y105MRKMERCK & CO INC$9.5M0.64%120,576CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9.3M0.62%45,695CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$9.2M0.61%43,079CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.9M0.59%157,727CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.8M0.59%96,443CommonSOLE
30040W108ESEVERSOURCE ENERGY$8.6M0.58%135,754CommonSOLE
988498101YUMYUM BRANDS INC$8.6M0.57%57,806CommonSOLE
02079K107GOOGALPHABET INC$8.4M0.56%47,473CommonSOLE
443201108HWMHOWMET AEROSPACE INC$8.3M0.55%44,360CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.2M0.55%58,062CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.2M0.55%26,702CommonSOLE
548661107LOWLOWES COS INC$8.2M0.55%36,979CommonSOLE
040413205ANETARISTA NETWORKS INC$8.2M0.55%79,781CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$8.0M0.54%412,070CommonSOLE
74340W103PLDPROLOGIS INC.$8.0M0.53%75,761CommonSOLE
031162100AMGNAMGEN INC$7.9M0.53%28,240CommonSOLE
369604301GEGE AEROSPACE$7.6M0.51%29,359CommonSOLE
58155Q103MCKMCKESSON CORP$7.5M0.50%10,223CommonSOLE
482480100KLACKLA CORP$7.5M0.50%8,344CommonSOLE
00724F101ADBEADOBE INC$7.4M0.49%19,083CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$7.3M0.49%157,882CommonSOLE
863667101SYKSTRYKER CORPORATION$7.3M0.49%18,394CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.1M0.48%46,737CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$6.8M0.45%42,253CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6.7M0.45%36,365CommonSOLE
191216100KOCOCA COLA CO$6.5M0.44%92,406CommonSOLE
92276F100VTRVENTAS INC$6.4M0.43%100,922CommonSOLE
617446448MSMORGAN STANLEY$6.3M0.42%44,525CommonSOLE
060505104BACBANK AMERICA CORP$6.3M0.42%132,269CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6.1M0.40%41,065CommonSOLE
03073E105CORCENCORA INC$5.9M0.39%19,644CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$5.8M0.39%23,639CommonSOLE
032095101APHAMPHENOL CORP NEW$5.7M0.38%57,820CommonSOLE
88579Y101MMM3M CO$5.6M0.37%36,732CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$5.6M0.37%60,973CommonSOLE
03831W108APPAPPLOVIN CORP$5.6M0.37%15,866CommonSOLE
55354G100MSCIMSCI INC$5.5M0.37%9,595CommonSOLE
278642103EBAYEBAY INC.$5.5M0.37%74,012CommonSOLE
717081103PFEPFIZER INC$5.5M0.37%226,030CommonSOLE
98389B100XELXCEL ENERGY INC$5.4M0.36%79,588CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$5.3M0.35%78,711CommonSOLE
64110D104NTAPNETAPP INC$5.1M0.34%47,523CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5.0M0.34%38,957CommonSOLE
90384S303ULTAULTA BEAUTY INC$5.0M0.34%10,734CommonSOLE
857477103STTSTATE STR CORP$5.0M0.34%47,175CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.0M0.33%1,912CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.0M0.33%10,277CommonSOLE
278865100ECLECOLAB INC$5.0M0.33%18,527CommonSOLE
244199105DEDEERE & CO$4.9M0.33%9,701CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.9M0.33%22,233CommonSOLE
35137L105FOXAFOX CORP$4.8M0.32%85,129CommonSOLE
540424108LLOEWS CORP$4.8M0.32%51,826CommonSOLE
12504L109CBRECBRE GROUP INC$4.7M0.32%33,765CommonSOLE
668771108GENGEN DIGITAL INC$4.6M0.31%157,865CommonSOLE
001055102AFLAFLAC INC$4.6M0.31%43,994CommonSOLE
49177J102KVUEKENVUE INC$4.6M0.31%218,283CommonSOLE
833034101SNASNAP ON INC$4.6M0.30%14,635CommonSOLE
504922105LHLABCORP HOLDINGS INC$4.5M0.30%17,306CommonSOLE
260003108DOVDOVER CORP$4.4M0.30%24,204CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.2M0.28%30,754CommonSOLE
370334104GISGENERAL MLS INC$4.1M0.28%79,706CommonSOLE
46187W107INVHINVITATION HOMES INC$4.1M0.28%125,557CommonSOLE
25809K105DASHDOORDASH INC$4.1M0.27%16,672CommonSOLE
40412C101HCAHCA HEALTHCARE INC$4.1M0.27%10,692CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$4.1M0.27%35,476CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.0M0.27%22,999CommonSOLE
62944T105NVRNVR INC$3.9M0.26%523CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$3.8M0.26%106,022CommonSOLE
871829107SYYSYSCO CORP$3.8M0.25%50,254CommonSOLE
79466L302CRMSALESFORCE INC$3.8M0.25%13,946CommonSOLE
002824100ABTABBOTT LABS$3.8M0.25%27,842CommonSOLE
758849103REGREGENCY CTRS CORP$3.7M0.25%52,201CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$3.7M0.25%30,277CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.7M0.24%46,790CommonSOLE
693506107PPGPPG INDS INC$3.5M0.23%30,623CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.4M0.23%6,297CommonSOLE
81762P102NOWSERVICENOW INC$3.3M0.22%3,199CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3.3M0.22%19,382CommonSOLE
40434L105HPQHP INC$3.3M0.22%133,380CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.1M0.21%46,393CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$3.1M0.21%178,189CommonSOLE
458140100INTCINTEL CORP$3.1M0.20%136,181CommonSOLE
285512109EAELECTRONIC ARTS INC$3.0M0.20%19,095CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.0M0.20%43,659CommonSOLE
670100205NVONOVO-NORDISK A S$3.0M0.20%43,895CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.0M0.20%8,754CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.0M0.20%9,171CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.9M0.20%16,138CommonSOLE
852234103XYZBLOCK INC$2.9M0.19%42,141CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$2.8M0.19%236,185CommonSOLE
759509102RSRELIANCE INC$2.8M0.19%8,861CommonSOLE
833445109SNOWSNOWFLAKE INC$2.8M0.19%12,390CommonSOLE
297178105ESSESSEX PPTY TR INC$2.8M0.19%9,780CommonSOLE
68389X105ORCLORACLE CORP$2.7M0.18%12,450CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.7M0.18%11,175CommonSOLE
871607107SNPSSYNOPSYS INC$2.7M0.18%5,275CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.7M0.18%35,731CommonSOLE
855244109SBUXSTARBUCKS CORP$2.6M0.17%28,347CommonSOLE
00287Y109ABBVABBVIE INC$2.6M0.17%13,944CommonSOLE
086516101BBYBEST BUY INC$2.6M0.17%38,066CommonSOLE
34959E109FTNTFORTINET INC$2.5M0.17%23,578CommonSOLE
931142103WMTWALMART INC$2.5M0.16%25,104CommonSOLE
759916109RGENREPLIGEN CORP$2.5M0.16%19,708CommonSOLE
882508104TXNTEXAS INSTRS INC$2.4M0.16%11,639CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$2.3M0.16%22,481CommonSOLE
437076102HDHOME DEPOT INC$2.3M0.16%6,377CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$2.3M0.16%65,683CommonSOLE
254687106DISDISNEY WALT CO$2.3M0.15%18,427CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$2.3M0.15%123,861CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.3M0.15%11,135CommonSOLE
651639106NEMNEWMONT CORP$2.3M0.15%38,813CommonSOLE
36828A101GEVGE VERNOVA INC$2.3M0.15%4,262CommonSOLE
922475108VEEVVEEVA SYS INC$2.2M0.15%7,770CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.2M0.15%18,868CommonSOLE
941848103WATWATERS CORP$2.2M0.15%6,375CommonSOLE
92840M102VSTVISTRA CORP$2.2M0.15%11,476CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2.2M0.15%35,239CommonSOLE
681919106OMCOMNICOM GROUP INC$2.1M0.14%29,785CommonSOLE
771049103RBLXROBLOX CORP$2.1M0.14%19,928CommonSOLE
049468101TEAMATLASSIAN CORPORATION$2.1M0.14%10,289CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.1M0.14%22,093CommonSOLE
713448108PEPPEPSICO INC$2.0M0.14%15,518CommonSOLE
15135B101CNCCENTENE CORP DEL$2.0M0.13%37,009CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.0M0.13%3,722CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.9M0.13%41,213CommonSOLE
46284V101IRMIRON MTN INC DEL$1.9M0.13%18,456CommonSOLE
337738108FISVFISERV INC$1.9M0.12%10,817CommonSOLE
281020107EIXEDISON INTL$1.8M0.12%35,720CommonSOLE
22822V101CCICROWN CASTLE INC$1.8M0.12%17,928CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$1.8M0.12%18,423CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.8M0.12%3,523CommonSOLE
25746U109DDOMINION ENERGY INC$1.8M0.12%31,434CommonSOLE
580135101MCDMCDONALDS CORP$1.8M0.12%6,065CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.8M0.12%22,105CommonSOLE
038222105AMATAPPLIED MATLS INC$1.8M0.12%9,670CommonSOLE
222795502CUZCOUSINS PPTYS INC$1.7M0.11%55,988CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$1.7M0.11%45,651CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.6M0.11%12,812CommonSOLE
146869102CVNACARVANA CO$1.6M0.11%4,882CommonSOLE
816851109SRESEMPRA$1.6M0.11%21,397CommonSOLE
30034W106EVRGEVERGY INC$1.6M0.11%22,789CommonSOLE
902494103TSNTYSON FOODS INC$1.6M0.10%28,059CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$1.6M0.10%93,862CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.6M0.10%15,953CommonSOLE
37045V100GMGENERAL MTRS CO$1.5M0.10%31,453CommonSOLE
00206R102TAT&T INC$1.5M0.10%52,321CommonSOLE
45337C102INCYINCYTE CORP$1.5M0.10%22,108CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.5M0.10%23,301CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.09%13,163CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.4M0.09%7,487CommonSOLE
743315103PGRPROGRESSIVE CORP$1.4M0.09%5,196CommonSOLE
30161N101EXCEXELON CORP$1.4M0.09%31,931CommonSOLE
H1467J104CBCHUBB LIMITED$1.4M0.09%4,725CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.4M0.09%13,621CommonSOLE
929042109VNOVORNADO RLTY TR$1.4M0.09%35,666CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.4M0.09%17,432CommonSOLE
277276101EGPEASTGROUP PPTYS INC$1.3M0.09%7,988CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.3M0.09%4,180CommonSOLE
69351T106PPLPPL CORP$1.3M0.09%38,991CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.3M0.09%12,700CommonSOLE
75734B100RDDTREDDIT INC$1.3M0.09%8,571CommonSOLE
125523100CITHE CIGNA GROUP$1.3M0.09%3,857CommonSOLE
892672106TWTRADEWEB MKTS INC$1.3M0.09%8,706CommonSOLE
22266T109CPNGCOUPANG INC$1.3M0.09%42,460CommonSOLE
574599106MASMASCO CORP$1.3M0.08%19,631CommonSOLE
98138H101WDAYWORKDAY INC$1.3M0.08%5,263CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.08%3,114CommonSOLE
366651107ITGARTNER INC$1.2M0.08%3,071CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.08%12,273CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.2M0.08%2,745CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.2M0.08%7,234CommonSOLE
233331107DTEDTE ENERGY CO$1.2M0.08%8,895CommonSOLE
443573100HUBSHUBSPOT INC$1.2M0.08%2,110CommonSOLE
149123101CATCATERPILLAR INC$1.2M0.08%3,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1.1M0.08%26,522CommonSOLE
501044101KRKROGER CO$1.1M0.08%15,769CommonSOLE
032654105ADIANALOG DEVICES INC$1.1M0.07%4,707CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.1M0.07%3,877CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.07%25,351CommonSOLE
126408103CSXCSX CORP$1.1M0.07%33,187CommonSOLE
235851102DHRDANAHER CORPORATION$1.0M0.07%5,259CommonSOLE
654106103NKENIKE INC$1.0M0.07%14,352CommonSOLE
92343E102VRSNVERISIGN INC$1.0M0.07%3,515CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.0M0.07%9,725CommonSOLE
872590104TMUST-MOBILE US INC$1.0M0.07%4,232CommonSOLE
49427F108KRCKILROY RLTY CORP$1.0M0.07%29,325CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$993,4200.07%3,881CommonSOLE
69331C108PCGPG&E CORP$988,3740.07%70,902CommonSOLE
20825C104COPCONOCOPHILLIPS$982,2040.07%10,945CommonSOLE
72352L106PINSPINTEREST INC$945,2700.06%26,360CommonSOLE
247361702DALDELTA AIR LINES INC DEL$907,3220.06%18,449CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$888,9640.06%1,778CommonSOLE
303250104FICOFAIR ISAAC CORP$888,3880.06%486CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$879,0870.06%2,996CommonSOLE
020002101ALLALLSTATE CORP$869,8610.06%4,321CommonSOLE
126650100CVSCVS HEALTH CORP$867,5620.06%12,577CommonSOLE
036752103ELVELEVANCE HEALTH INC$863,4910.06%2,220CommonSOLE
009066101ABNBAIRBNB INC$857,4310.06%6,479CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$829,9470.06%1,792CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$820,4170.05%2,754CommonSOLE
595112103MUMICRON TECHNOLOGY INC$810,6160.05%6,577CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$790,1650.05%3,614CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$768,4810.05%13,980CommonSOLE
609207105MDLZMONDELEZ INTL INC$760,2510.05%11,273CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$744,5260.05%6,309CommonSOLE
02209S103MOALTRIA GROUP INC$744,1320.05%12,692CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$735,5550.05%2,387CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$731,3600.05%17,052CommonSOLE
98978V103ZTSZOETIS INC$725,6350.05%4,653CommonSOLE
632307104NTRANATERA INC$709,5480.05%4,200CommonSOLE
615369105MCOMOODYS CORP$701,2230.05%1,398CommonSOLE
94106L109WMWASTE MGMT INC DEL$692,8670.05%3,028CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$686,4610.05%8,869CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$685,6110.05%24,859CommonSOLE
20030N101CMCSACOMCAST CORP NEW$681,7860.05%19,103CommonSOLE
452327109ILMNILLUMINA INC$659,9510.04%6,917CommonSOLE
65249B109NWSANEWS CORP NEW$648,7880.04%21,830CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$642,4880.04%7,892CommonSOLE
22052L104CTVACORTEVA INC$602,7240.04%8,087CommonSOLE
075887109BDXBECTON DICKINSON & CO$596,3300.04%3,462CommonSOLE
701094104PHPARKER-HANNIFIN CORP$595,7950.04%853CommonSOLE
052769106ADSKAUTODESK INC$593,1360.04%1,916CommonSOLE
448579102HHYATT HOTELS CORP$592,8140.04%4,245CommonSOLE
444859102HUMHUMANA INC$582,8410.04%2,384CommonSOLE
756109104OREALTY INCOME CORP$576,9060.04%10,014CommonSOLE
G3223R108EGEVEREST GROUP LTD$576,0460.04%1,695CommonSOLE
48251W104KKRKKR & CO INC$567,5060.04%4,266CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$531,4180.04%4,228CommonSOLE
45168D104IDXXIDEXX LABS INC$498,7960.03%930CommonSOLE
291011104EMREMERSON ELEC CO$494,1210.03%3,706CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$489,5610.03%2,246CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$480,6270.03%59,410CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$473,8240.03%2,176CommonSOLE
89400J107TRUTRANSUNION$461,0320.03%5,239CommonSOLE
09062X103BIIBBIOGEN INC$456,5190.03%3,635CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$456,1280.03%13,797CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$441,8520.03%1,355CommonSOLE
053332102AZOAUTOZONE INC$438,0430.03%118CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$427,8780.03%1,822CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$427,8750.03%815CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$416,7870.03%1,338CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$416,2460.03%7,425CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$408,3580.03%1,869CommonSOLE
369550108GDGENERAL DYNAMICS CORP$397,5320.03%1,363CommonSOLE
67059N108NTNXNUTANIX INC$397,4880.03%5,200CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$396,5810.03%1,489CommonSOLE
760759100RSGREPUBLIC SVCS INC$391,3700.03%1,587CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$389,9860.03%688CommonSOLE
009158106APDAIR PRODS & CHEMS INC$386,1400.03%1,369CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$383,8160.03%4,820CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$381,8210.03%3,856CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$380,9830.03%1,087CommonSOLE
30231G102XOMEXXON MOBIL CORP$380,6410.03%3,531CommonSOLE
550021109LULULULULEMON ATHLETICA INC$379,8900.03%1,599CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$378,5460.03%4,200CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$370,6370.02%4,739CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$369,0090.02%2,406CommonSOLE
902973304USBUS BANCORP DEL$360,7780.02%7,973CommonSOLE
311900104FASTFASTENAL CO$360,6120.02%8,586CommonSOLE
60937P106MDBMONGODB INC$356,9830.02%1,700CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$354,1020.02%2,161CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$353,2880.02%1,182CommonSOLE
83304A106SNAPSNAP INC$352,3360.02%40,545CommonSOLE
75513E101RTXRTX CORPORATION$346,5060.02%2,373CommonSOLE
252131107DXCMDEXCOM INC$346,4540.02%3,969CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$345,4100.02%1,079CommonSOLE
91913Y100VLOVALERO ENERGY CORP$338,8730.02%2,521CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$338,2550.02%1,710CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$333,5860.02%2,398CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$328,3900.02%449CommonSOLE
217204106CPRTCOPART INC$321,6050.02%6,554CommonSOLE
929740108WABWABTEC$320,0960.02%1,529CommonSOLE
031100100AMEAMETEK INC$316,3180.02%1,748CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$313,5330.02%2,210CommonSOLE
761152107RMDRESMED INC$312,1800.02%1,210CommonSOLE
98980G102ZSZSCALER INC$307,6620.02%980CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$306,7620.02%6,855CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$302,8220.02%988CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$302,5880.02%1,131CommonSOLE
518439104ELLAUDER ESTEE COS INC$302,1110.02%3,739CommonSOLE
09260D107BXBLACKSTONE INC$295,4210.02%1,975CommonSOLE
18915M107NETCLOUDFLARE INC$279,0580.02%1,425CommonSOLE
87612E106TGTTARGET CORP$278,5880.02%2,824CommonSOLE
427866108HSYHERSHEY CO$273,6520.02%1,649CommonSOLE
384802104GWWGRAINGER W W INC$273,5830.02%263CommonSOLE
704326107PAYXPAYCHEX INC$272,5920.02%1,874CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$271,7630.02%3,669CommonSOLE
40415F101HDBHDFC BANK LTD$267,9620.02%3,495CommonSOLE
G29183103ETNEATON CORP PLC$265,9580.02%745CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$257,0750.02%3,748CommonSOLE
189054109CLXCLOROX CO DEL$256,8300.02%2,139CommonSOLE
172908105CTASCINTAS CORP$256,7460.02%1,152CommonSOLE
842587107SOSOUTHERN CO$254,3690.02%2,770CommonSOLE
12514G108CDWCDW CORP$250,7400.02%1,404CommonSOLE
219350105GLWCORNING INC$247,0680.02%4,698CommonSOLE
G5960L103MDTMEDTRONIC PLC$247,0400.02%2,834CommonSOLE
46266C105IQVIQVIA HLDGS INC$239,6940.02%1,521CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$239,1170.02%3,398CommonSOLE
55261F104MTBM & T BK CORP$235,1160.02%1,212CommonSOLE
770700102HOODROBINHOOD MKTS INC$233,6070.02%2,495CommonSOLE
03852U106ARMKARAMARK$229,8660.02%5,490CommonSOLE
571903202MARMARRIOTT INTL INC NEW$229,4960.02%840CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$227,1080.02%2,363CommonSOLE
N07059210ASMLASML HOLDING N V$226,7930.02%283CommonSOLE
631103108NDAQNASDAQ INC$225,6960.02%2,524CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$223,1970.01%190CommonSOLE
665859104NTRSNORTHERN TR CORP$219,3460.01%1,730CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$218,1280.01%1,519CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$216,5260.01%4,418CommonSOLE
G4705A100ICLRICON PLC$214,6850.01%1,476CommonSOLE
579780206MKCMCCORMICK & CO INC$214,2670.01%2,826CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$212,9860.01%1,439CommonSOLE
31428X106FDXFEDEX CORP$212,5350.01%935CommonSOLE
G0403H108AONAON PLC$209,4180.01%587CommonSOLE
872657101TPGTPG INC$209,1710.01%3,988CommonSOLE
806857108SLBSCHLUMBERGER LTD$207,4310.01%6,137CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$206,9330.01%1,275CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$206,8560.01%8,052CommonSOLE
294429105EFXEQUIFAX INC$205,1620.01%791CommonSOLE
23331A109DHID R HORTON INC$200,7280.01%1,557CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$199,6900.01%1,320CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$198,9780.01%201CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$198,6910.01%4,444CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$197,2060.01%257CommonSOLE
912008109USFDUS FOODS HLDG CORP$192,6790.01%2,502CommonSOLE
744320102PRUPRUDENTIAL FINL INC$191,8880.01%1,786CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$181,9630.01%416CommonSOLE
89832Q109TFCTRUIST FINL CORP$179,8700.01%4,184CommonSOLE
436440101HO1HOLOGIC INC$178,6690.01%2,742CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$177,7450.01%1,401CommonSOLE
487836108KKELLANOVA$177,6700.01%2,234CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$177,0380.01%729CommonSOLE
406216101HALHALLIBURTON CO$176,3690.01%8,654CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$175,1230.01%1,920CommonSOLE
G8473T100STESTERIS PLC$170,3160.01%709CommonSOLE
682189105ONON SEMICONDUCTOR CORP$170,0180.01%3,244CommonSOLE
655663102NDSNNORDSON CORP$167,4230.01%781CommonSOLE
679295105OKTAOKTA INC$167,3500.01%1,674CommonSOLE
902653104UDRUDR INC$162,0540.01%3,969CommonSOLE
872540109TJXTJX COS INC NEW$159,6730.01%1,293CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$157,5360.01%720CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$156,8170.01%873CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$156,5100.01%264CommonSOLE
02005N100ALLYALLY FINL INC$154,9430.01%3,978CommonSOLE
500754106KHCKRAFT HEINZ CO$154,9200.01%6,000CommonSOLE
03076C106AMPAMERIPRISE FINL INC$154,7820.01%290CommonSOLE
526057104LENLENNAR CORP$154,5220.01%1,397CommonSOLE
136385101CNQCANADIAN NAT RES LTD$153,2010.01%4,879CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$151,4340.01%2,085CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$150,9250.01%2,052CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$150,8200.01%994CommonSOLE
23804L103DDOGDATADOG INC$149,9120.01%1,116CommonSOLE
06849F108BBARRICK MNG CORP$148,1340.01%7,115CommonSOLE
26884L109EQTEQT CORP$146,1500.01%2,506CommonSOLE
G87052109TELTE CONNECTIVITY PLC$144,8880.01%859CommonSOLE
29414B104EPAMEPAM SYS INC$143,5780.01%812CommonSOLE
336433107FSLRFIRST SOLAR INC$143,1920.01%865CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$142,0910.01%8,478CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$141,8370.01%427CommonSOLE
216648501COOCOOPER COS INC$141,1100.01%1,983CommonSOLE
127190304CACICACI INTL INC$139,1960.01%292CommonSOLE
G3265R107APTVAPTIV PLC$133,7790.01%1,961CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$131,7690.01%909CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$131,6260.01%1,128CommonSOLE
929160109VMCVULCAN MATLS CO$131,4530.01%504CommonSOLE
372460105GPCGENUINE PARTS CO$128,7100.01%1,061CommonSOLE
22160N109CSGPCOSTAR GROUP INC$128,0770.01%1,593CommonSOLE
29446M102EQNREQUINOR ASA$126,1780.01%5,019CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$125,0460.01%1,236CommonSOLE
018802108LNTALLIANT ENERGY CORP$123,8430.01%2,048CommonSOLE
911363109URIUNITED RENTALS INC$122,8040.01%163CommonSOLE
745867101PHMPULTE GROUP INC$122,5450.01%1,162CommonSOLE
371901109GNTXGENTEX CORP$121,8690.01%5,542CommonSOLE
256677105DGDOLLAR GEN CORP NEW$121,5860.01%1,063CommonSOLE
907818108UNPUNION PAC CORP$120,5620.01%524CommonSOLE
316773100FITBFIFTH THIRD BANCORP$118,7830.01%2,888CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$118,7210.01%1,101CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$115,8030.01%1,353CommonSOLE
88339J105TTDTHE TRADE DESK INC$109,5690.01%1,522CommonSOLE
59156R108METMETLIFE INC$103,3400.01%1,285CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$101,2110.01%2,851CommonSOLE
695156109PKGPACKAGING CORP AMER$100,6320.01%534CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$98,7220.01%684CommonSOLE
460146103IPINTERNATIONAL PAPER CO$97,8830.01%2,094CommonSOLE
302491303FMCFMC CORP$95,4820.01%2,287CommonSOLE
084423102WRBBERKLEY W R CORP$92,3520.01%1,257CommonSOLE
071813109BAXBAXTER INTL INC$90,7790.01%2,998CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$86,7360.01%158CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$84,2230.01%1,520CommonSOLE
35137L204FOXFOX CORP$83,8990.01%1,625CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$82,7970.01%858CommonSOLE
172062101CINFCINCINNATI FINL CORP$81,9060.01%550CommonSOLE
42809H107HESHESS CORP$80,2150.01%579CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$80,1890.01%778CommonSOLE
570535104MKLMARKEL GROUP INC$79,8940.01%40CommonSOLE
37940X102GPNGLOBAL PMTS INC$77,6390.01%970CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$76,5540.01%442CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$75,5890.01%1,709CommonSOLE
16411R208LNGCHENIERE ENERGY INC$75,2480.01%309CommonSOLE
N14506104ESTCELASTIC N V$74,6320.00%885CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$73,2060.00%450CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$73,0860.00%1,074CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$71,7000.00%2,254CommonSOLE
127097103CTRACOTERRA ENERGY INC$70,7590.00%2,788CommonSOLE
29977A105EVREVERCORE INC$66,1550.00%245CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$65,3990.00%2,016CommonSOLE
345370860FFORD MTR CO$63,2880.00%5,833CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$61,1060.00%738CommonSOLE
G87110105FTITECHNIPFMC PLC$60,8210.00%1,766CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$60,0950.00%147CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$56,8690.00%777CommonSOLE
670346105NUENUCOR CORP$56,6090.00%437CommonSOLE
775711104ROLROLLINS INC$56,5330.00%1,002CommonSOLE
231021106CMICUMMINS INC$51,0900.00%156CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$50,3730.00%216CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$48,8080.00%4,259CommonSOLE
493267108KEYKEYCORP$48,3580.00%2,776CommonSOLE
98419M100XYLXYLEM INC$46,5700.00%360CommonSOLE
219948106CPAYCORPAY INC$45,7910.00%138CommonSOLE
25754A201DPZDOMINOS PIZZA INC$45,5110.00%101CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$44,4760.00%1,891CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$40,5890.00%511CommonSOLE
77311W101RKTROCKET COS INC$40,2850.00%2,841CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$38,6880.00%733CommonSOLE
260557103DOWDOW INC$38,6870.00%1,461CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$31,7620.00%730CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$28,7110.00%1,054CommonSOLE
693718108PCARPACCAR INC$28,1380.00%296CommonSOLE
526057302LEN/BLENNAR CORP$26,3130.00%250CommonSOLE

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.