MondegarAI
OSTRUM ASSET MANAGEMENT

Q4 2025 · 13F-HR

OSTRUM ASSET MANAGEMENTholdings as filed

Filed 2026-02-13 · accession 0001104659-26-015183

$2.08B
Reported value
572
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · OSTRUM ASSET MANAGEMENT · Q4 2025

AI · grounded in 13F

Ostrum Asset Management established a new position in iShares TR INDA valued at $28.1M. The fund significantly increased its holdings in Nucor Corp NUE by 1,468.68% and Synopsys Inc SNPS by 1,095.53%. Conversely, the manager trimmed positions in Sherwin Williams Co SHW by 95.51% and Spotify Technology S A SPOT by 94.98%.

Holdings as filed

First 500 of 572

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$107.4M5.15%575,722CommonSOLE
594918104MSFTMICROSOFT CORP$97.0M4.65%200,588CommonSOLE
02079K305GOOGLALPHABET INC$96.1M4.61%307,111CommonSOLE
023135106AMZNAMAZON COM INC$91.0M4.37%394,376CommonSOLE
11135F101AVGOBROADCOM INC$88.6M4.25%256,081CommonSOLE
532457108LLYELI LILLY & CO$73.1M3.51%68,003CommonSOLE
037833100AAPLAPPLE INC$70.4M3.38%259,077CommonSOLE
30303M102METAMETA PLATFORMS INC$53.0M2.54%80,242CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$49.4M2.37%153,234CommonSOLE
038222105AMATAPPLIED MATLS INC$48.8M2.34%189,709CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$42.5M2.04%46,882CommonSOLE
911363109URIUNITED RENTALS INC$40.9M1.96%50,550CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$36.8M1.77%73,239CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$33.8M1.62%370,252CommonSOLE
369604301GEGE AEROSPACE$31.9M1.53%103,483CommonSOLE
254687106DISDISNEY WALT CO$30.4M1.46%267,347CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$29.9M1.44%184,781CommonSOLE
G29183103ETNEATON CORP PLC$29.9M1.43%93,831CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$29.6M1.42%122,323CommonSOLE
929160109VMCVULCAN MATLS CO$29.0M1.39%101,643CommonSOLE
46429B598INDAISHARES TR$28.1M1.35%520,000CommonSOLE
871607107SNPSSYNOPSYS INC$22.4M1.07%47,606CommonSOLE
670346105NUENUCOR CORP$21.5M1.03%131,628CommonSOLE
81762P102NOWSERVICENOW INC$21.3M1.02%139,115CommonSOLE
02079K107GOOGALPHABET INC$20.4M0.98%65,027CommonSOLE
98419M100XYLXYLEM INC$19.7M0.95%144,930CommonSOLE
89055F103BLDTOPBUILD CORP$19.4M0.93%46,600CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.8M0.71%71,564CommonSOLE
92826C839VVISA INC$14.3M0.69%40,824CommonSOLE
191216100KOCOCA COLA CO$9.5M0.46%135,667CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.9M0.43%62,427CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$8.9M0.43%97,783CommonSOLE
88160R101TSLATESLA INC$8.8M0.42%19,475CommonSOLE
58155Q103MCKMCKESSON CORP$8.5M0.41%10,332CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.1M0.39%43,820CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.8M0.37%13,679CommonSOLE
03073E105CORCENCORA INC$7.3M0.35%21,545CommonSOLE
931142103WMTWALMART INC$7.1M0.34%63,903CommonSOLE
651639106NEMNEWMONT CORP$7.0M0.34%70,554CommonSOLE
12572Q105CMECME GROUP INC$6.8M0.33%24,924CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6.4M0.31%25,475CommonSOLE
00724F101ADBEADOBE INC$6.4M0.31%18,239CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.3M0.30%28,670CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.2M0.30%20,776CommonSOLE
580135101MCDMCDONALDS CORP$6.1M0.29%20,055CommonSOLE
58933Y105MRKMERCK & CO INC$6.1M0.29%58,168CommonSOLE
747525103QCOMQUALCOMM INC$5.9M0.28%34,399CommonSOLE
G54950103LINLINDE PLC$5.8M0.28%13,651CommonSOLE
17275R102CSCOCISCO SYS INC$5.7M0.28%74,496CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5.6M0.27%32,171CommonSOLE
00287Y109ABBVABBVIE INC$5.5M0.27%24,261CommonSOLE
64110L106NFLXNETFLIX INC$5.4M0.26%57,913CommonSOLE
872540109TJXTJX COS INC NEW$5.3M0.25%34,586CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.25%127,413CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.1M0.25%18,044CommonSOLE
68389X105ORCLORACLE CORP$5.1M0.24%26,010CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.0M0.24%23,288CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$4.9M0.24%27,968CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$4.9M0.23%127,515CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.6M0.22%54,052CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4.6M0.22%11,904CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$4.5M0.22%57,249CommonSOLE
756109104OREALTY INCOME CORP$4.5M0.22%79,685CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.5M0.21%16,666CommonSOLE
95040Q104WELLWELLTOWER INC$4.4M0.21%23,714CommonSOLE
031100100AMEAMETEK INC$4.3M0.21%20,981CommonSOLE
79466L302CRMSALESFORCE INC$4.2M0.20%15,989CommonSOLE
437076102HDHOME DEPOT INC$4.2M0.20%12,077CommonSOLE
461202103INTUINTUIT$4.2M0.20%6,271CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4.1M0.20%18,544CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.1M0.20%23,996CommonSOLE
92276F100VTRVENTAS INC$4.1M0.20%52,700CommonSOLE
75513E101RTXRTX CORPORATION$4.1M0.20%22,180CommonSOLE
30231G102XOMEXXON MOBIL CORP C$4.0M0.19%33,012CommonSOLE
443510607HUBBHUBBELL INC$3.9M0.19%8,889CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC C$3.9M0.19%11,836CommonSOLE
12504L109CBRECBRE GROUP INC$3.8M0.18%23,773CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.8M0.18%6,694CommonSOLE
125523100CITHE CIGNA GROUP$3.8M0.18%13,693CommonSOLE
370334104GISGENERAL MLS INC$3.8M0.18%80,926CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$3.7M0.18%700CommonSOLE
713448108PEPPEPSICO INC$3.7M0.18%26,090CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.7M0.18%43,973CommonSOLE
235851102DHRDANAHER CORPORATION$3.7M0.18%16,016CommonSOLE
743315103PGRPROGRESSIVE CORP$3.6M0.17%16,016CommonSOLE
500688106KOSKOSMOS ENERGY LTD$3.6M0.17%4,008,525CommonSOLE
G0403H108AONAON PLC$3.6M0.17%10,275CommonSOLE
060505104BACBANK AMERICA CORP$3.6M0.17%65,542CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.6M0.17%17,401CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.5M0.17%18,212CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.5M0.17%19,930CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.4M0.17%13,373CommonSOLE
49271V100KDPKEURIG DR PEPPER INC C$3.4M0.16%120,165CommonSOLE
717081103PFEPFIZER INC$3.3M0.16%134,507CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.3M0.16%9,033CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.3M0.16%12,949CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.3M0.16%4,286CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.3M0.16%34,204CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.3M0.16%26,496CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.2M0.16%60,265CommonSOLE
78409V104SPGIS&P GLOBAL INC$3.2M0.15%6,170CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.2M0.15%8,212CommonSOLE
631103108NDAQNASDAQ INC$3.2M0.15%32,759CommonSOLE
002824100ABTABBOTT LABS$3.2M0.15%25,262CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.2M0.15%38,025CommonSOLE
00206R102TAT&T INC$3.2M0.15%127,048CommonSOLE
166764100CVXCHEVRON CORP NEW$3.1M0.15%20,567CommonSOLE
053332102AZOAUTOZONE INC$3.1M0.15%909CommonSOLE
775711104ROLROLLINS INC$3.0M0.15%50,483CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.0M0.14%22,754CommonSOLE
22822V101CCICROWN CASTLE INC$3.0M0.14%33,816CommonSOLE
05722G100BKRBAKER HUGHES COMPANY C$3.0M0.14%65,984CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.0M0.14%3,478CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$3.0M0.14%77,313CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.9M0.14%22,591CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.9M0.14%54,302CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$2.9M0.14%29,269CommonSOLE
244199105DEDEERE & CO$2.9M0.14%6,265CommonSOLE
501044101KRKROGER CO C$2.9M0.14%46,619CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2.9M0.14%35,210CommonSOLE
92343E102VRSNVERISIGN INC$2.9M0.14%11,738CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.8M0.13%7,978CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC C$2.8M0.13%13,688CommonSOLE
278865100ECLECOLAB INC$2.8M0.13%10,532CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.7M0.13%13,343CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.7M0.13%4,719CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.7M0.13%16,992CommonSOLE
30161N101EXCEXELON CORP$2.7M0.13%62,395CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.7M0.13%7,891CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.7M0.13%26,706CommonSOLE
058498106BALLBALL CORP C$2.7M0.13%50,059CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.6M0.13%9,176CommonSOLE
925652109VICIVICI PPTYS INC$2.6M0.13%92,881CommonSOLE
384802104GWWWW GRAINGER INC$2.6M0.12%2,564CommonSOLE
872590104TMUST-MOBILE US INC$2.6M0.12%12,727CommonSOLE
122017106BURLBURLINGTON STORES INC$2.6M0.12%8,885CommonSOLE
74340W103PLDPROLOGIS INC.$2.5M0.12%19,938CommonSOLE
22052L104CTVACORTEVA INC$2.5M0.12%37,807CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.5M0.12%37,064CommonSOLE
031162100AMGNAMGEN INC$2.5M0.12%7,608CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2.5M0.12%18,044CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.5M0.12%91,230CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL C$2.4M0.12%5,017CommonSOLE
615369105MCOMOODYS CORP$2.4M0.12%4,700CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.4M0.11%28,356CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC C$2.3M0.11%38,438CommonSOLE
548661107LOWLOWES COS INC$2.3M0.11%9,637CommonSOLE
12514G108CDWCDW CORP$2.3M0.11%16,945CommonSOLE
92936U109WPCWP CAREY INC$2.2M0.11%34,507CommonSOLE
001055102AFLAFLAC INC$2.2M0.11%19,957CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$2.2M0.11%23,027CommonSOLE
98138H101WDAYWORKDAY INC$2.2M0.10%10,165CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2.2M0.10%4,801CommonSOLE
H1467J104CBCHUBB LIMITED$2.2M0.10%6,936CommonSOLE
285512109EAELECTRONIC ARTS INC$2.2M0.10%10,591CommonSOLE
482480100KLACKLA CORP$2.1M0.10%1,764CommonSOLE
02209S103MOALTRIA GROUP INC$2.1M0.10%36,296CommonSOLE
45687V106IRINGERSOLL RAND INC$2.1M0.10%26,366CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.1M0.10%7,260CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.1M0.10%9,838CommonSOLE
988498101YUMYUM BRANDS INC$2.1M0.10%13,748CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$2.1M0.10%35,155CommonSOLE
149123101CATCATERPILLAR INC$2.0M0.10%3,572CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.0M0.10%1,463CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.0M0.09%6,260CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.9M0.09%6,674CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.9M0.09%16,135CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.9M0.09%4,249CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$1.9M0.09%10,477CommonSOLE
36828A101GEVGE VERNOVA INC$1.9M0.09%2,904CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.9M0.09%21,143CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.8M0.09%3,050CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.8M0.09%27,689CommonSOLE
49456B101KMIKINDER MORGAN INC DEL C$1.8M0.09%66,712CommonSOLE
31428X106FDXFEDEX CORP$1.8M0.09%6,257CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.8M0.09%4,638CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.8M0.09%6,925CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.8M0.09%5,451CommonSOLE
020002101ALLALLSTATE CORP$1.8M0.09%8,580CommonSOLE
231021106CMICUMMINS INC$1.8M0.09%3,489CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.8M0.09%18,507CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.8M0.08%26,189CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.8M0.08%47,475CommonSOLE
G8473T100STESTERIS PLC$1.7M0.08%6,834CommonSOLE
20825C104COPCONOCOPHILLIPS$1.7M0.08%18,508CommonSOLE
892672106TWTRADEWEB MKTS INC$1.7M0.08%16,076CommonSOLE
25754A201DPZDOMINOS PIZZA INC$1.7M0.08%4,140CommonSOLE
25809K105DASHDOORDASH INC$1.7M0.08%7,613CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.7M0.08%10,608CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.7M0.08%9,600CommonSOLE
907818108UNPUNION PAC CORP$1.7M0.08%7,350CommonSOLE
682680103OKEONEOK INC NEW$1.7M0.08%23,095CommonSOLE
040413205ANETARISTA NETWORKS INC$1.7M0.08%12,876CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.7M0.08%75,095CommonSOLE
09290D101BLKBLACKROCK INC$1.7M0.08%1,558CommonSOLE
59156R108METMETLIFE INC$1.6M0.08%20,615CommonSOLE
759509102RSRELIANCE INC$1.6M0.08%5,609CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.6M0.08%3,597CommonSOLE
69331C108PCGPG&E CORP$1.6M0.08%99,026CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.6M0.08%2,734CommonSOLE
26875P101EOGEOG RES INC$1.6M0.08%14,990CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.6M0.07%8,610CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$1.5M0.07%8,457CommonSOLE
570535104MKLMARKEL GROUP INC$1.5M0.07%716CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.5M0.07%8,287CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.5M0.07%1,737CommonSOLE
126650100CVSCVS HEALTH CORP$1.5M0.07%19,223CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1.5M0.07%5,873CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1.5M0.07%17,629CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.5M0.07%6,260CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC C$1.5M0.07%10,024CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.5M0.07%1,112CommonSOLE
172967424CCITIGROUP INC$1.5M0.07%12,485CommonSOLE
311900104FASTFASTENAL CO$1.5M0.07%36,289CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.4M0.07%6,690CommonSOLE
23331A109DHID R HORTON INC$1.4M0.07%9,955CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.4M0.07%7,403CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.4M0.07%9,883CommonSOLE
084423102WRBBERKLEY W R CORP$1.4M0.07%19,869CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$1.4M0.07%30,928CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.3M0.06%665CommonSOLE
G87110105FTITECHNIPFMC PLC$1.3M0.06%29,980CommonSOLE
G0250X107AMCRAMCOR PLC$1.3M0.06%158,786CommonSOLE
231561101CWCURTISS WRIGHT CORP$1.3M0.06%2,395CommonSOLE
34354P105FLSFLOWSERVE CORP$1.3M0.06%19,025CommonSOLE
574599106MASMASCO CORP$1.3M0.06%20,749CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.3M0.06%5,841CommonSOLE
42704L104HRIHERC HLDGS INC$1.3M0.06%8,845CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$1.3M0.06%24,455CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.3M0.06%26,505CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.06%15,438CommonSOLE
65158N102NMRKNEWMARK GROUP INC$1.3M0.06%74,600CommonSOLE
654106103NKENIKE INC$1.3M0.06%20,232CommonSOLE
458140100INTCINTEL CORP$1.3M0.06%34,719CommonSOLE
039653100ACAARCOSA INC$1.3M0.06%11,920CommonSOLE
466313103JBLJABIL INC$1.3M0.06%5,529CommonSOLE
278642103EBAYEBAY INC.$1.3M0.06%14,415CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.2M0.06%9,030CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.06%14,565CommonSOLE
816851109SRESEMPRA$1.2M0.06%14,011CommonSOLE
29444U700EQIXEQUINIX INC C$1.2M0.06%1,613CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.2M0.06%5,524CommonSOLE
G0176J109ALLEALLEGION PLC$1.2M0.06%7,606CommonSOLE
34959E109FTNTFORTINET INC$1.2M0.06%15,107CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.06%10,274CommonSOLE
23804L103DDOGDATADOG INC$1.2M0.06%8,736CommonSOLE
77311W101RKTROCKET COS INC$1.1M0.06%59,362CommonSOLE
217204106CPRTCOPART INC$1.1M0.06%29,316CommonSOLE
053611109AVYAVERY DENNISON CORP$1.1M0.05%6,195CommonSOLE
115236101BROBROWN & BROWN INC$1.1M0.05%14,107CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$1.1M0.05%10,250CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$1.1M0.05%12,335CommonSOLE
29530P102ERIEERIE INDTY CO C$1.1M0.05%3,823CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.05%10,978CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.05%6,672CommonSOLE
428291108HXLHEXCEL CORP NEW$1.1M0.05%14,615CommonSOLE
35137L204FOXFOX CORP$1.1M0.05%16,503CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.1M0.05%7,842CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1.1M0.05%2,975CommonSOLE
049560105ATOATMOS ENERGY CORP$1.1M0.05%6,264CommonSOLE
55354G100MSCIMSCI INC$1.0M0.05%1,820CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.0M0.05%3,222CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.05%1,181CommonSOLE
889478103TOLTOLL BROTHERS INC$1.0M0.05%7,675CommonSOLE
778296103ROSTROSS STORES INC$1.0M0.05%5,731CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.0M0.05%12,011CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.0M0.05%20,525CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.0M0.05%21,786CommonSOLE
372460105GPCGENUINE PARTS CO$1.0M0.05%8,282CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.0M0.05%2,167CommonSOLE
40434L105HPQHP INC$1.0M0.05%45,401CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.0M0.05%33,833CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.0M0.05%38,197CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.0M0.05%8,869CommonSOLE
12740C103CADECADENCE BANK$996,0300.05%23,250CommonSOLE
494368103KMBKIMBERLY-CLARK CORP C$992,3540.05%9,836CommonSOLE
704326107PAYXPAYCHEX INC$989,2030.05%8,818CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$984,0850.05%11,266CommonSOLE
40412C101HCAHCA HEALTHCARE INC$983,2070.05%2,106CommonSOLE
49177J102KVUEKENVUE INC C$970,8990.05%56,284CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$969,7830.05%40,374CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$965,6310.05%25,186CommonSOLE
866674104SUISUN CMNTYS INC$964,8870.05%7,787CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$964,4490.05%5,241CommonSOLE
98978V103ZTSZOETIS INC$955,2250.05%7,592CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$953,7740.05%11,345CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC C$947,2200.05%7,274CommonSOLE
406216101HALHALLIBURTON CO$946,2860.05%33,485CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$942,5040.05%6,785CommonSOLE
440452100HRLHORMEL FOODS CORP$919,7730.04%38,809CommonSOLE
896239100TRMBTRIMBLE INC$912,4640.04%11,646CommonSOLE
56585A102MPCMARATHON PETE CORP$910,2400.04%5,597CommonSOLE
380237107GDDYGODADDY INC$909,2580.04%7,328CommonSOLE
91913Y100VLOVALERO ENERGY CORP$898,6010.04%5,520CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$897,1030.04%418CommonSOLE
H11356104BGBUNGE GLOBAL SA$892,2250.04%10,016CommonSOLE
45337C102INCYINCYTE CORP$866,6080.04%8,774CommonSOLE
19247G107COHRCOHERENT CORP$866,5560.04%4,695CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$861,1370.04%9,565CommonSOLE
189054109CLXCLOROX CO DEL$857,8620.04%8,508CommonSOLE
G3265R107APTVAPTIV PLC$851,5990.04%11,192CommonSOLE
253868103DLRDIGITAL RLTY TR INC$849,6670.04%5,492CommonSOLE
281020107EIXEDISON INTL$847,9630.04%14,128CommonSOLE
98980G102ZSZSCALER INC$845,9240.04%3,761CommonSOLE
438516106HONHONEYWELL INTL INC$838,4970.04%4,298CommonSOLE
427866108HSYHERSHEY CO$831,2850.04%4,568CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$822,2870.04%5,115CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$817,9430.04%3,674CommonSOLE
668771108GENGEN DIGITAL INC$814,2860.04%29,948CommonSOLE
337738108FISVFISERV INC$805,9660.04%11,998CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$805,1800.04%34,380CommonSOLE
032095101APHAMPHENOL CORP NEW$796,6500.04%5,895CommonSOLE
224408104CRCRANE COMPANY$782,9050.04%4,245CommonSOLE
126408103CSXCSX CORP$765,7450.04%21,124CommonSOLE
922475108VEEVVEEVA SYS INC$755,8570.04%3,386CommonSOLE
617446448MSMORGAN STANLEY$754,6800.04%4,251CommonSOLE
256746108DLTRDOLLAR TREE INC$748,3930.04%6,084CommonSOLE
67059N108NTNXNUTANIX INC$744,5940.04%14,405CommonSOLE
26884L109EQTEQT CORP$743,5390.04%13,872CommonSOLE
46187W107INVHINVITATION HOMES INC$741,9930.04%26,700CommonSOLE
958102105WDCWESTERN DIGITAL CORP$740,4160.04%4,298CommonSOLE
023608102AEEAMEREN CORP$736,0680.04%7,371CommonSOLE
745867101PHMPULTE GROUP INC$730,9990.04%6,234CommonSOLE
693656100PVHPVH CORPORATION$729,5130.03%10,885CommonSOLE
172908105CTASCINTAS CORP$728,9590.03%3,876CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$727,3350.03%4,500CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$726,7280.03%5,317CommonSOLE
337932107FEFIRSTENERGY CORP$721,0210.03%16,105CommonSOLE
436440101HO1HOLOGIC INC$720,6910.03%9,675CommonSOLE
45168D104IDXXIDEXX LABS INC$720,5040.03%1,065CommonSOLE
833034101SNASNAP ON INC$713,6670.03%2,071CommonSOLE
806857108SLBSLB LIMITED$713,1000.03%18,580CommonSOLE
460146103IPINTERNATIONAL PAPER CO$703,1120.03%17,850CommonSOLE
052769106ADSKAUTODESK INC$702,7280.03%2,374CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$690,1100.03%11,821CommonSOLE
303250104FICOFAIR ISAAC CORP$689,7730.03%408CommonSOLE
571903202MARMARRIOTT INTL INC NEW$683,4590.03%2,203CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$679,2480.03%5,396CommonSOLE
761152107RMDRESMED INC$673,4730.03%2,796CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$671,5840.03%3,094CommonSHARED
74762E102QUREQUANTA SVCS INC$671,0750.03%1,590CommonSOLE
920253101VMIVALMONT INDS INC$665,8400.03%1,655CommonSOLE
05464C101AXONAXON ENTERPRISE INC$665,0460.03%1,171CommonSOLE
172062101CINFCINCINNATI FINL CORP$656,3830.03%4,019CommonSOLE
718546104PSXPHILLIPS 66$647,0070.03%5,014CommonSOLE
219948106CPAYCORPAY INC$645,1940.03%2,144CommonSOLE
87612E106TGTTARGET CORP$643,5860.03%6,584CommonSOLE
983793100XPOXPO INC$638,7770.03%4,700CommonSOLE
143658300CCL1EURCARNIVAL CORP$636,8810.03%20,854CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$634,3920.03%19,763CommonSOLE
171779309CIENCIENA CORP$627,0050.03%2,681CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$623,5390.03%54,410CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$623,3680.03%6,013CommonSOLE
681919106OMCOMNICOM GROUP INC$621,5330.03%7,697CommonSOLE
90138F102TWLOTWILIO INC$618,7440.03%4,350CommonSOLE
500754106KHCKRAFT HEINZ CO$616,0710.03%25,405CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$616,0620.03%7,672CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$613,5570.03%4,326CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$610,1890.03%3,829CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$605,5210.03%6,734CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$603,0050.03%7,148CommonSOLE
268150109DTDYNATRACE INC$583,6600.03%13,467CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$575,0120.03%3,825CommonSOLE
65339F101NEENEXTERA ENERGY INC$574,4030.03%7,155CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$572,8340.03%35,624CommonSOLE
679295105OKTAOKTA INC$567,4160.03%6,562CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$558,9050.03%37,410CommonSOLE
444859102HUMHUMANA INC$552,2160.03%2,156CommonSOLE
219350105GLWCORNING INC$551,8910.03%6,303CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$551,7790.03%3,519CommonSOLE
291011104EMREMERSON ELEC CO$550,7880.03%4,150CommonSOLE
888787108TOSTTOAST INC$540,9950.03%15,235CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$539,7310.03%9,887CommonSOLE
443573100HUBSHUBSPOT INC$533,7290.03%1,330CommonSOLE
858119100STLDSTEEL DYNAMICS INC$532,7510.03%3,144CommonSOLE
833445109SNOWSNOWFLAKE INC$529,7540.03%2,415CommonSOLE
46982L108JJACOBS SOLUTIONS INC$521,4950.03%3,937CommonSOLE
366651107ITGARTNER INC$516,9220.02%2,049CommonSOLE
832696405SJMSMUCKER J M CO$513,1110.02%5,246CommonSOLE
55261F104MTBM & T BK CORP$505,3120.02%2,508CommonSOLE
83444M101SOLVSOLVENTUM CORP$499,2120.02%6,300CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$498,1690.02%12,115CommonSOLE
H2906T109GRMNGARMIN LTD$491,1000.02%2,421CommonSOLE
79589L106IOTSAMSARA INC$489,4940.02%13,808CommonSOLE
693718108PCARPACCAR INC$471,5500.02%4,306CommonSOLE
540424108LLOEWS CORP$470,7360.02%4,470CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$463,5010.02%2,385CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$462,7640.02%7,600CommonSOLE
075887109BDXBECTON DICKINSON & CO$454,1240.02%2,340CommonSOLE
92338C103VLTOVERALTO CORP$452,8020.02%4,538CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$452,7310.02%26,094CommonSOLE
336433107FSLRFIRST SOLAR INC$441,2170.02%1,689CommonSOLE
09062X103BIIBBIOGEN INC$435,7510.02%2,476CommonSOLE
009066101ABNBAIRBNB INC$429,2820.02%3,163CommonSOLE
749685103RPMRPM INTL INC C$426,4000.02%4,100CommonSOLE
80004C200SNDKSANDISK CORP$425,4530.02%1,765CommonSOLE
902494103TSNTYSON FOODS INC$424,8780.02%7,248CommonSOLE
857477103STTSTATE STR CORP$422,3790.02%3,274CommonSOLE
64110D104NTAPNETAPP INC$417,3300.02%3,897CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$417,2250.02%7,896CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$411,4260.02%1,425CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$408,8970.02%1,466CommonSOLE
233331107DTEDTE ENERGY CO$393,0020.02%3,047CommonSOLE
579780206MKCMCCORMICK & CO INC$392,8580.02%5,768CommonSOLE
95082P105WCCWESCO INTL INC$385,3080.02%1,575CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$376,5750.02%947CommonSOLE
18915M107NETCLOUDFLARE INC$369,2620.02%1,873CommonSOLE
863667101SYKSTRYKER CORPORATION$365,1770.02%1,039CommonSOLE
252131107DXCMDEXCOM INC$362,1810.02%5,457CommonSOLE
665859104NTRSNORTHERN TR CORP$361,6900.02%2,648CommonSOLE
032654105ADIANALOG DEVICES INC$357,1700.02%1,317CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$351,2100.02%4,282CommonSOLE
902973304USBUS BANCORP DEL$346,6270.02%6,496CommonSOLE
G25508105CRHCRH PLC$327,4750.02%2,624CommonSOLE
29084Q100EMEEMCOR GROUP INC$326,6960.02%534CommonSOLE
125896100CMSCMS ENERGY CORP$325,8740.02%4,660CommonSOLE
278768106SATSECHOSTAR CORP$322,8390.02%2,970CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$322,0700.02%1,543CommonSOLE
22160N109CSGPCOSTAR GROUP INC$316,0950.02%4,701CommonSOLE
882508104TXNTEXAS INSTRS INC$315,5780.02%1,819CommonSOLE
45784P101PODDINSULET CORP$314,3690.02%1,106CommonSOLE
457669307INSMINSMED INC$313,4460.02%1,801CommonSOLE
297178105ESSESSEX PPTY TR INC$311,3990.01%1,190CommonSOLE
758849103REGREGENCY CTRS CORP$310,0140.01%4,491CommonSOLE
009158106APDAIR PRODS & CHEMS INC$302,3520.01%1,224CommonSOLE
876030107TPRTAPESTRY INC$299,2370.01%2,342CommonSOLE
45167R104IEXIDEX CORP$290,7540.01%1,634CommonSOLE
526107107LIILENNOX INTL INC$290,3770.01%598CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$288,9010.01%1,799CommonSOLE
37045V100GMGENERAL MTRS CO$281,1230.01%3,457CommonSOLE
880770102TERTERADYNE INC$275,6290.01%1,424CommonSOLE
345370860FFORD MTR CO$269,7600.01%20,561CommonSOLE
72352L106PINSPINTEREST INC$268,2460.01%10,361CommonSOLE
771049103RBLXROBLOX CORP$266,5890.01%3,290CommonSOLE
142339100CSLCARLISLE COS INC$254,2890.01%795CommonSOLE
493267108KEYKEYCORP C$251,8490.01%12,202CommonSOLE
46222L108IONQIONQ INC$251,7210.01%5,610CommonSOLE
655663102NDSNNORDSON CORP$251,4900.01%1,046CommonSOLE
086516101BBYBEST BUY INC$247,5740.01%3,699CommonSOLE
N20944109CNHCNH INDL N V$241,9050.01%26,237CommonSOLE
632307104NTRANATERA INC$235,5050.01%1,028CommonSOLE
871829107SYYSYSCO CORP$232,4180.01%3,154CommonSOLE
29476L107EQREQUITY RESIDENTIAL S$227,3220.01%3,606CommonSOLE
04626A103ALABASTERA LABS INC$227,0810.01%1,365CommonSOLE
49446R109KIMKIMCO RLTY CORP C$226,2740.01%11,163CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$225,0260.01%2,935CommonSOLE
09260D107BXBLACKSTONE INC$224,2740.01%1,455CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$224,1580.01%360CommonSOLE
37940X102GPNGLOBAL PMTS INC$223,6860.01%2,890CommonSOLE
30212P303EXPEEXPEDIA GROUP INC C$220,4150.01%778CommonSOLE
550021109LULULULULEMON ATHLETICA INC$217,9930.01%1,049CommonSOLE
929740108WABWABTEC$217,9320.01%1,021CommonSOLE
Y2573F102FLEXFLEX LTD$217,7540.01%3,604CommonSOLE
315616102FFIVF5 INC$212,1210.01%831CommonSOLE
902653104UDRUDR INC$211,4970.01%5,766CommonSOLE
62944T105NVRNVR INC$211,4900.01%29CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$210,1230.01%763CommonSOLE
744320102PRUPRUDENTIAL FINL INC$207,3610.01%1,837CommonSOLE
74624M102PPURE STORAGE INC$204,9170.01%3,058CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$203,8790.01%741CommonSOLE
60937P106MDBMONGODB INC$201,8710.01%481CommonSOLE
199908104FIXCOMFORT SYS USA INC$201,5910.01%216CommonSOLE
695156109PKGPACKAGING CORP AMER$197,7750.01%959CommonSOLE
260557103DOWDOW INC$194,0770.01%8,301CommonSOLE
00766T100ACMAECOM$193,1390.01%2,026CommonSOLE
101121101BXPBXP INC$192,5880.01%2,854CommonSOLE
384109104GGGGRACO INC$190,9900.01%2,330CommonSOLE
256163106DOCUDOCUSIGN INC$186,2530.01%2,723CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$185,0930.01%6,135CommonSOLE
294429105EFXEQUIFAX INC$184,8670.01%852CommonSOLE
452327109ILMNILLUMINA INC$184,6730.01%1,408CommonSOLE
526057104LENLENNAR CORP$182,3670.01%1,774CommonSOLE
G7S00T104PNRPENTAIR PLC$180,5790.01%1,734CommonSOLE
941848103WATWATERS CORP$174,3420.01%459CommonSOLE
H2927K103AMRZAMRIZE LTD$170,0280.01%3,144CommonSOLE
518439104ELLAUDER ESTEE COS INC$167,8660.01%1,603CommonSOLE
969457100WMBWILLIAMS COS INC$166,9250.01%2,777CommonSOLE
071813109BAXBAXTER INTL INC$166,3530.01%8,705CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$165,1690.01%2,873CommonSOLE
87612G101TRGPTARGA RES CORP$163,6520.01%887CommonSOLE
65473P105NINISOURCE INC$162,3630.01%3,888CommonSOLE
773121108RKLBROCKET LAB CORP$161,6340.01%2,317CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$158,2780.01%4,321CommonSOLE
247361702DALDELTA AIR LINES INC DEL$157,6070.01%2,271CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$155,0830.01%1,774CommonSOLE
260003108DOVDOVER CORP$155,0210.01%794CommonSOLE
693506107PPGPPG INDS INC$154,5100.01%1,508CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$153,7800.01%1,312CommonSOLE
969904101WSMWILLIAMS SONOMA INC$152,5160.01%854CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$152,1280.01%3,934CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$150,9850.01%1,043CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$149,6420.01%2,299CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$148,5190.01%603CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$145,7080.01%698CommonSOLE
15135B101CNCCENTENE CORP DEL$144,4370.01%3,510CommonSOLE
74743L100QQNITY ELECTRONICS INC$143,0510.01%1,752CommonSOLE
69370C100PTCPTC INC$140,9360.01%809CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$140,8610.01%3,504CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$139,8950.01%396CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$128,1080.01%899CommonSOLE

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.