MondegarAI
OSTRUM ASSET MANAGEMENT

Q1 2026 · 13F-HR

OSTRUM ASSET MANAGEMENTholdings as filed

Filed 2026-05-14 · accession 0001104659-26-061164

$1.78B
Reported value
562
Positions
2026-03-31
Period end
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The Brief · OSTRUM ASSET MANAGEMENT · Q1 2026

AI · grounded in 13F

Ostrum Asset Management increased its position in ILMN by 16,254.4% of its prior share count. The fund also established a new position in SHOP valued at $30.3M and accumulated shares of HON by 2,930.9%. On the sell side, the fund trimmed its holdings in COF by 95.1% and ORLY by 90.9%.

Holdings as filed

First 500 of 562

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$112.7M6.33%646,412CommonSOLE
02079K305GOOGLALPHABET INC$73.7M4.14%256,420CommonSOLE
037833100AAPLAPPLE INC$73.2M4.11%288,500CommonSOLE
038222105AMATAPPLIED MATLS INC$72.6M4.08%212,465CommonSOLE
532457108LLYELI LILLY & CO$68.1M3.83%74,093CommonSOLE
023135106AMZNAMAZON COM INC$55.2M3.10%264,893CommonSOLE
231021106CMICUMMINS INC$37.7M2.12%70,116CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$37.2M2.09%126,438CommonSOLE
369604301GEGE AEROSPACE$37.0M2.08%130,327CommonSOLE
92826C839VVISA INC$36.4M2.04%120,485CommonSOLE
G29183103ETNEATON CORP PLC$35.3M1.98%98,698CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$33.5M1.88%356,533CommonSOLE
82509L107SHOPSHOPIFY INC$30.3M1.70%255,680CommonSOLE
438516106HONHONEYWELL INTL INC$29.4M1.65%130,267CommonSOLE
778296103ROSTROSS STORES INC$29.3M1.64%135,119CommonSOLE
594918104MSFTMICROSOFT CORP$28.6M1.60%77,162CommonSOLE
670346105NUENUCOR CORP$28.5M1.60%168,444CommonSOLE
452327109ILMNILLUMINA INC$28.4M1.59%230,270CommonSOLE
929160109VMCVULCAN MATLS CO$27.8M1.56%102,226CommonSOLE
30303M102METAMETA PLATFORMS INC$27.3M1.53%47,771CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$27.0M1.52%56,330CommonSOLE
871607107SNPSSYNOPSYS INC$26.3M1.47%66,240CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$26.0M1.46%104,210CommonSOLE
911363109URIUNITED RENTALS INC$25.6M1.44%35,172CommonSOLE
46429B598INDAISHARES TR$23.9M1.34%520,000CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$22.7M1.27%20,756CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$22.2M1.25%141,450CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.5M0.76%55,262CommonSOLE
02079K107GOOGALPHABET INC$12.9M0.73%45,120CommonSOLE
11135F101AVGOBROADCOM INC$12.9M0.73%41,741CommonSOLE
500688106KOSKOSMOS ENERGY LTD$11.1M0.63%4,008,525CommonSOLE
580135101MCDMCDONALDS CORP$9.7M0.54%31,127CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$8.5M0.48%93,595CommonSOLE
191216100KOCOCA COLA CO$8.4M0.47%110,698CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.7M0.43%33,687CommonSOLE
17275R102CSCOCISCO SYS INC$7.3M0.41%93,954CommonSOLE
742718109PGPROCTER & GAMBLE CO$7.2M0.41%50,145CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$7.0M0.39%25,005CommonSOLE
00287Y109ABBVABBVIE INC$6.5M0.37%29,986CommonSOLE
03073E105CORCENCORA INC$6.1M0.34%19,382CommonSOLE
88160R101TSLATESLA INC$6.0M0.34%16,099CommonSOLE
12572Q105CMECME GROUP INC$6.0M0.34%20,262CommonSOLE
031100100AMEAMETEK INC$6.0M0.34%27,910CommonSOLE
58155Q103MCKMCKESSON CORP$5.9M0.33%6,858CommonSOLE
30161N101EXCEXELON CORP$5.9M0.33%120,458CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.9M0.33%34,490CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.5M0.31%94,993CommonSOLE
443510607HUBBHUBBELL INC$5.4M0.30%10,935CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.1M0.28%58,494CommonSOLE
370334104GISGENERAL MILLS INC$5.0M0.28%135,154CommonSOLE
95040Q104WELLWELLTOWER INC$5.0M0.28%25,431CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$4.9M0.27%101,815CommonSOLE
92276F100VTRVENTAS INC$4.9M0.27%59,644CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$4.8M0.27%79,028CommonSOLE
64110L106NFLXNETFLIX INC.$4.7M0.27%49,189CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.7M0.26%29,110CommonSOLE
931142103WMTWALMART INC$4.4M0.25%35,380CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.3M0.24%53,920CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4.3M0.24%18,487CommonSOLE
713448108PEPPEPSICO INC$4.3M0.24%27,407CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$4.2M0.24%8,444CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$4.1M0.23%43,555CommonSOLE
756109104OREALTY INCOME CORP$3.9M0.22%64,353CommonSOLE
437076102HDHOME DEPOT INC$3.9M0.22%11,923CommonSOLE
256677105DGDOLLAR GEN CORP$3.9M0.22%32,958CommonSOLE
512807306LRCXLAM RESEARCH CORP$3.8M0.21%17,874CommonSOLE
166764100CVXCHEVRON CORPORATION$3.7M0.21%17,850CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3.6M0.20%26,218CommonSOLE
75513E101RTXRTX CORPORATION$3.6M0.20%18,612CommonSOLE
36828A101GEVGE VERNOVA INC$3.5M0.20%4,030CommonSOLE
16411R208LNGCHENIERE ENERGY INC$3.5M0.20%12,396CommonSOLE
651639106NEMNEWMONT CORP$3.5M0.20%32,313CommonSOLE
717081103PFEPFIZER INC$3.5M0.20%124,258CommonSOLE
244199105DEDEERE & CO$3.5M0.20%6,184CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3.4M0.19%17,402CommonSOLE
G0403H108AONAON PLC$3.4M0.19%10,432CommonSOLE
872540109TJXTJX COS INC NEW$3.3M0.19%20,841CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.3M0.19%16,359CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.3M0.19%16,684CommonSOLE
25754A201DPZDOMINOS PIZZA INC$3.3M0.19%9,206CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.3M0.18%54,098CommonSOLE
060505104BACBANK AMERICA CORP$3.2M0.18%66,219CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3.2M0.18%16,304CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.2M0.18%13,055CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.2M0.18%43,961CommonSOLE
122017106BURLBURLINGTON STORES INC$3.1M0.18%9,678CommonSOLE
053332102AZOAUTOZONE INC$3.1M0.18%928CommonSOLE
482480100KLACKLA CORP$3.1M0.18%2,118CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.1M0.17%33,636CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.1M0.17%7,440CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$3.0M0.17%30,563CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.0M0.17%8,863CommonSOLE
336433107FSLRFIRST SOLAR INC$3.0M0.17%15,002CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.9M0.16%10,076CommonSOLE
172967424CCITIGROUP INC$2.9M0.16%25,761CommonSOLE
125523100CITHE CIGNA GROUP$2.9M0.16%10,760CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.8M0.16%25,169CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$2.8M0.16%21,677CommonSOLE
548661107LOWLOWES COS INC$2.8M0.16%11,928CommonSOLE
466313103JBLJABIL INC$2.8M0.16%10,508CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.8M0.16%6,551CommonSOLE
00724F101ADBEADOBE INC$2.8M0.16%11,436CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$2.8M0.16%5,835CommonSOLE
254687106DISDISNEY WALT CO$2.7M0.15%28,230CommonSOLE
G54950103LINLINDE PLC$2.7M0.15%5,396CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.6M0.15%8,654CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.6M0.15%22,864CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.5M0.14%11,543CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.5M0.14%49,901CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.5M0.14%15,351CommonSOLE
285512109EAELECTRONIC ARTS INC$2.5M0.14%12,223CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.5M0.14%20,920CommonSOLE
058498106BALLBALL CORP$2.4M0.14%41,292CommonSOLE
G87110105FTITECHNIPFMC PLC$2.4M0.14%35,280CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.4M0.14%8,717CommonSOLE
58933Y105MRKMERCK & CO INC$2.3M0.13%19,519CommonSOLE
857477103STTSTATE STR CORP$2.3M0.13%18,445CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2.3M0.13%13,305CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$2.3M0.13%28,449CommonSOLE
H1467J104CBCHUBB LTD SWITZ$2.3M0.13%7,039CommonSOLE
002824100ABTABBOTT LABORATORIES$2.3M0.13%22,289CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$2.3M0.13%56,607CommonSOLE
171779309CIENCIENA CORP$2.3M0.13%5,854CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$2.3M0.13%22,952CommonSOLE
00206R102TAT&T INC$2.3M0.13%77,870CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.2M0.13%24,965CommonSOLE
501044101KRKROGER CO$2.2M0.13%30,860CommonSOLE
615369105MCOMOODYS CORP$2.2M0.13%5,105CommonSOLE
892672106TWTRADEWEB MKTS INC$2.2M0.12%18,794CommonSOLE
22822V101CCICROWN CASTLE INC$2.2M0.12%27,121CommonSOLE
92936U109WPCWP CAREY INC$2.2M0.12%32,104CommonSOLE
896239100TRMBTRIMBLE INC$2.2M0.12%33,079CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.2M0.12%7,365CommonSOLE
743315103PGRPROGRESSIVE CORP$2.1M0.12%10,836CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.1M0.12%7,887CommonSOLE
12514G108CDWCDW CORP$2.1M0.12%17,593CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.1M0.12%3,588CommonSOLE
87612E106TGTTARGET CORP$2.1M0.12%17,498CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$2.1M0.12%99,661CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.1M0.12%500CommonSOLE
747525103QCOMQUALCOMM INC$2.1M0.12%16,090CommonSOLE
62944T105NVRNVR INC$2.1M0.12%313CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.0M0.11%12,296CommonSOLE
231561101CWCURTISS WRIGHT CORP$2.0M0.11%2,975CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.0M0.11%76,638CommonSOLE
59156R108METMETLIFE INC$2.0M0.11%27,708CommonSOLE
384802104GWWWW GRAINGER INC$1.9M0.11%1,787CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.9M0.11%1,541CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.9M0.11%6,308CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.9M0.11%10,534CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.9M0.11%1,893CommonSOLE
461202103INTUINTUIT$1.9M0.11%4,338CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.8M0.10%13,181CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1.8M0.10%2,002CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.8M0.10%9,336CommonSOLE
22052L104CTVACORTEVA INC$1.7M0.10%20,696CommonSOLE
775711104ROLROLLINS INC$1.7M0.10%32,162CommonSOLE
56585A102MPCMARATHON PETE CORP$1.7M0.10%7,001CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1.7M0.10%5,666CommonSOLE
03027X100AMTAMERICAN TOWER CORP$1.7M0.10%9,875CommonSOLE
682680103OKEONEOK INC NEW$1.7M0.09%18,603CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.7M0.09%23,979CommonSOLE
40434L105HPQHP INC$1.7M0.09%86,097CommonSOLE
34354P105FLSFLOWSERVE CORP$1.6M0.09%22,395CommonSOLE
988498101YUMYUM BRANDS INC$1.6M0.09%10,265CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.6M0.09%23,356CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.6M0.09%4,026CommonSOLE
35137L105FOXAFOX CORP$1.6M0.09%26,811CommonSOLE
02209S103MOALTRIA GROUP INC$1.5M0.09%23,484CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.5M0.09%4,279CommonSOLE
35137L204FOXFOX CORP$1.5M0.08%28,419CommonSOLE
031162100AMGNAMGEN INC$1.5M0.08%4,263CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.08%10,182CommonSOLE
039653100ACAARCOSA INC$1.5M0.08%14,025CommonSOLE
084423102WRBBERKLEY W R CORP$1.5M0.08%22,457CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.5M0.08%7,224CommonSOLE
92343E102VRSNVERISIGN INC$1.5M0.08%5,872CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.4M0.08%13,926CommonSOLE
574599106MASMASCO CORP$1.4M0.08%23,879CommonSOLE
925652109VICIVICI PPTYS INC$1.4M0.08%52,343CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.4M0.08%14,593CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.08%21,553CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.08%22,054CommonSOLE
278865100ECLECOLAB INC$1.4M0.08%5,175CommonSOLE
G0250X149AMCRAMCOR PLC$1.4M0.08%34,314CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$1.3M0.08%12,060CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.07%7,120CommonSOLE
65158N102NMRKNEWMARK GROUP INC$1.3M0.07%87,815CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.07%1,855CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.3M0.07%8,516CommonSOLE
68389X105ORCLORACLE CORP$1.3M0.07%8,798CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.3M0.07%46,916CommonSOLE
55354G100MSCIMSCI INC$1.3M0.07%2,378CommonSOLE
941848103WATWATERS CORP$1.3M0.07%4,285CommonSOLE
224408104CRCRANE COMPANY$1.3M0.07%7,450CommonSOLE
020002101ALLALLSTATE CORP$1.2M0.07%6,027CommonSOLE
G0176J109ALLEALLEGION PLC$1.2M0.07%8,585CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.07%5,756CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.2M0.07%4,267CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.2M0.07%7,943CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.2M0.07%2,360CommonSOLE
889478103TOLTOLL BROTHERS INC$1.2M0.07%9,030CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$1.2M0.07%18,560CommonSOLE
872590104TMUST-MOBILE US INC$1.2M0.07%5,640CommonSOLE
256746108DLTRDOLLAR TREE INC$1.2M0.07%10,735CommonSOLE
45168D104IDXXIDEXX LABS INC$1.1M0.06%2,041CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$1.1M0.06%30,567CommonSOLE
77311W101RKTROCKET COS INC$1.1M0.06%79,435CommonSOLE
052769106ADSKAUTODESK INC$1.1M0.06%4,693CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.1M0.06%8,030CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.06%3,177CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.1M0.06%5,967CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.1M0.06%2,241CommonSOLE
759509102RSRELIANCE INC$1.0M0.06%3,440CommonSOLE
040413205ANETARISTA NETWORKS INC$1.0M0.06%8,462CommonSOLE
26875P101EOGEOG RES INC$1.0M0.06%7,167CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$1.0M0.06%10,218CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$1.0M0.06%5,878CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$995,0930.06%2,293CommonSOLE
364760108GAPGAP INC$992,2000.06%41,000CommonSOLE
23331A109DHID R HORTON INC$991,5520.06%7,226CommonSOLE
570535104MKLMARKEL GROUP INC$989,5740.06%517CommonSOLE
80004C200SNDKSANDISK CORP$972,0700.05%1,530CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$963,2650.05%3,316CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$947,2130.05%13,056CommonSOLE
126650100CVSCVS HEALTH CORP$942,9250.05%13,129CommonSOLE
46284V101IRMIRON MTN INC DEL$941,9350.05%9,222CommonSOLE
115236101BROBROWN & BROWN INC$933,6120.05%14,317CommonSOLE
34959E109FTNTFORTINET INC$926,2960.05%11,335CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$918,6660.05%14,034CommonSOLE
74340W103PLDPROLOGIS INC.$911,3810.05%6,895CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$908,6330.05%4,300CommonSOLE
801056102SANMSANMINA CORP$902,2940.05%6,960CommonSOLE
958102105WDCWESTERN DIGITAL CORP$885,5840.05%3,274CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$879,9840.05%56,229CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$858,5120.05%2,199CommonSOLE
04010E109AGXARGAN INC$855,1010.05%1,570CommonSOLE
880770102TERTERADYNE INC$854,1010.05%2,881CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$847,0890.05%4,303CommonSHARED
19247G107COHRCOHERENT CORP$842,7870.05%3,538CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$829,8180.05%5,080CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$828,1800.05%9,717CommonSOLE
58733R102MELIMERCADOLIBRE INC$823,0140.05%476CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$822,8620.05%1,065CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$810,1130.05%5,126CommonSOLE
20825C104COPCONOCOPHILLIPS$802,0320.05%6,076CommonSOLE
893641100TDGTRANSDIGM GROUP INC$798,5230.04%689CommonSOLE
876030107TPRTAPESTRY INC$785,9830.04%5,570CommonSOLE
920253101VMIVALMONT INDS INC$777,1640.04%1,945CommonSOLE
29530P102ERIEERIE INDTY CO$775,5430.04%3,086CommonSOLE
866674104SUISUN CMNTYS INC$767,6000.04%6,094CommonSOLE
83444M101SOLVSOLVENTUM CORP$765,4470.04%11,722CommonSOLE
983793100XPOXPO INC$757,7720.04%3,895CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$751,1820.04%2,690CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$743,9880.04%16,449CommonSOLE
681919106OMCOMNICOM GROUP INC$740,2970.04%9,830CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$738,5540.04%17,112CommonSOLE
311900104FASTFASTENAL CO$731,1710.04%15,758CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$727,5510.04%860CommonSOLE
278642103EBAYEBAY INC.$717,7840.04%7,886CommonSOLE
26884L109EQTEQT CORP$717,6050.04%11,276CommonSOLE
92338C103VLTOVERALTO CORP$717,5280.04%8,115CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$708,3850.04%4,316CommonSOLE
146869102CVNACARVANA CO$704,2110.04%2,240CommonSOLE
235851102DHRDANAHER CORP DEL$701,1410.04%3,698CommonSOLE
075887109BDXBECTON DICKINSON & CO$696,8430.04%4,432CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$692,3530.04%2,516CommonSOLE
143658300CCL1EURCARNIVAL CORP$692,0570.04%26,741CommonSOLE
773121108RKLBROCKET LAB CORP$690,3010.04%10,749CommonSOLE
H2927K103AMRZAMRIZE LTD$689,8300.04%12,314CommonSOLE
217204106CPRTCOPART INC$688,8670.04%20,749CommonSOLE
969904101WSMWILLIAMS SONOMA INC$686,8370.04%3,767CommonSOLE
049560105ATOATMOS ENERGY CORP$679,2150.04%3,677CommonSOLE
36467J108GLPIGAMING & LEISURE P$677,9290.04%15,279CommonSOLE
81762P102NOWSERVICENOW INC$677,3790.04%6,479CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$676,0430.04%5,163CommonSOLE
443628102HBMHUDBAY MINERALS INC$664,0980.04%31,775CommonSOLE
98138H101WDAYWORKDAY INC$663,3720.04%5,106CommonSOLE
444859102HUMHUMANA INC$649,6920.04%3,747CommonSOLE
458140100INTCINTEL CORP$645,9750.04%14,638CommonSOLE
G25508105CRHCRH PLC$634,6090.04%6,037CommonSOLE
422806109HEIHEICO CORP NEW$632,3050.04%2,306CommonSOLE
855244109SBUXSTARBUCKS CORP$626,8610.04%6,997CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$626,4960.04%1,403CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$626,1150.04%4,630CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$625,7790.04%8,316CommonSOLE
422806208HEI/AHEICO CORP NEW$621,2380.03%2,943CommonSOLE
127097103CTRACOTERRA ENERGY INC$616,3560.03%17,540CommonSOLE
380237107GDDYGODADDY INC$614,8170.03%7,437CommonSOLE
436440101HO1HOLOGIC INC$611,6740.03%8,092CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$608,1500.03%7,565CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$602,9790.03%2,226CommonSOLE
40412C101HCAHCA HEALTHCARE INC$601,4880.03%1,271CommonSOLE
617446448MSMORGAN STANLEY$596,7310.03%3,626CommonSOLE
74762E102QUREQUANTA SVCS INC$591,8440.03%1,078CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$584,2660.03%7,580CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$581,7040.03%1,699CommonSOLE
91913Y100VLOVALERO ENERGY CORP$579,8970.03%2,347CommonSOLE
12504L109CBRECBRE GROUP INC$576,5180.03%4,256CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$573,3950.03%17,913CommonSOLE
023608102AEEAMEREN CORP$572,7930.03%5,211CommonSOLE
427866108HSYHERSHEY CO$567,9550.03%2,732CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$561,4860.03%1,218CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$560,2310.03%3,448CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$560,0460.03%2,235CommonSOLE
90138F102TWLOTWILIO INC$555,3690.03%4,414CommonSOLE
23804L103DDOGDATADOG INC$555,0710.03%4,702CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$538,1300.03%2,745CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$537,1190.03%11,450CommonSOLE
98980G102ZSZSCALER INC$535,4870.03%3,817CommonSOLE
704326107PAYXPAYCHEX INC$530,7950.03%5,762CommonSOLE
679295105OKTAOKTA INC$524,1300.03%6,659CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$514,7960.03%6,055CommonSOLE
95082P105WCCWESCO INTL INC$506,1970.03%1,850CommonSOLE
31428X106FDXFEDEX CORP$501,5010.03%1,408CommonSOLE
337932107FEFIRSTENERGY CORP$500,0140.03%9,870CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$499,7150.03%5,180CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$497,4380.03%3,473CommonSOLE
172062101CINFCINCINNATI FINL CORP$491,4040.03%3,123CommonSOLE
69331C108PCGPG&E CORP$484,7560.03%27,590CommonSOLE
540424108LLOEWS CORP$484,1730.03%4,536CommonSOLE
032095101APHAMPHENOL CORP$482,0250.03%3,815CommonSOLE
172908105CTASCINTAS CORP$481,7110.03%2,848CommonSOLE
46187W107INVHINVITATION HOMES INC$479,4310.03%19,293CommonSOLE
631103108NDAQNASDAQ INC$478,3550.03%5,635CommonSOLE
833445109SNOWSNOWFLAKE INC$476,8930.03%3,162CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$475,0160.03%10,486CommonSOLE
902494103TSNTYSON FOODS INC$471,2990.03%7,356CommonSOLE
31620R303FNFFIDELITY NATL FINL INC$465,4230.03%10,035CommonSOLE
428291108HXLHEXCEL CORP NEW$457,2540.03%5,650CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$455,6300.03%3,731CommonSOLE
20030N101CMCSACOMCAST CORP NEW$452,8430.03%15,773CommonSOLE
79589L106IOTSAMSARA INC$444,1040.02%14,014CommonSOLE
303250104FICOFAIR ISAAC CORP$441,9620.02%414CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$440,5390.02%3,344CommonSOLE
72352L106PINSPINTEREST INC$440,4170.02%24,014CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$438,7610.02%3,346CommonSOLE
42704L104HRIHERC HLDGS INC$438,5180.02%4,405CommonSOLE
833034101SNASNAP ON INC$432,5950.02%1,191CommonSOLE
25809K105DASHDOORDASH INC$429,4290.02%2,860CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$429,0360.02%5,921CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$427,8180.02%227CommonSOLE
440452100HRLHORMEL FOODS CORP$425,4350.02%18,783CommonSOLE
281020107EIXEDISON INTL$422,5410.02%5,774CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$421,8180.02%2,540CommonSOLE
654106103NKENIKE INC$420,6060.02%7,963CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$418,4130.02%17,573CommonSOLE
219350105GLWCORNING INC$413,6210.02%3,042CommonSOLE
37045V100GMGENERAL MTRS CO$413,1020.02%5,545CommonSOLE
H2906T109GRMNGARMIN LTD$412,9780.02%1,780CommonSOLE
888787108TOSTTOAST INC$409,8980.02%15,462CommonSOLE
45337C102INCYINCYTE CORP$406,9750.02%4,324CommonSOLE
009066101ABNBAIRBNB INC$405,3590.02%3,210CommonSOLE
64110D104NTAPNETAPP INC$404,9520.02%3,955CommonSOLE
693718108PCARPACCAR INC$404,3660.02%3,501CommonSOLE
29444U700EQIXEQUINIX INC$402,8790.02%411CommonSOLE
907818108UNPUNION PAC CORP$400,5660.02%1,651CommonSOLE
29084Q100EMEEMCOR GROUP INC$400,1640.02%542CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$399,2950.02%6,143CommonSOLE
406216101HALHALLIBURTON CO$396,3330.02%10,165CommonSOLE
049468101TEAMATLASSIAN CORPORATION$392,5740.02%5,752CommonSOLE
18915M107NETCLOUDFLARE INC$392,2520.02%1,901CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$390,5700.02%3,831CommonSOLE
126408103CSXCSX CORP$388,9490.02%9,475CommonSOLE
922475108VEEVVEEVA SYS INC$384,6950.02%2,190CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$383,8330.02%4,245CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$381,1340.02%1,189CommonSOLE
053611109AVYAVERY DENNISON CORP$377,6510.02%2,187CommonSOLE
665859104NTRSNORTHERN TR CORP$375,0250.02%2,687CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$374,4730.02%22,792CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$372,7020.02%1,487CommonSOLE
315616102FFIVF5 INC$372,6570.02%1,288CommonSOLE
806857108SLBSLB LIMITED$371,2410.02%7,224CommonSOLE
852234103XYZBLOCK INC$363,9690.02%6,048CommonSOLE
372460105GPCGENUINE PARTS CO$363,3570.02%3,436CommonSOLE
189054109CLXCLOROX CO DEL$361,2540.02%3,486CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$360,1880.02%1,560CommonSOLE
771049103RBLXROBLOX CORP$359,5520.02%6,357CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$359,1680.02%1,015CommonSOLE
46982L108JJACOBS SOLUTIONS INC$358,2930.02%2,815CommonSOLE
942622200WSOWATSCO INC$353,9680.02%973CommonSOLE
278768106SATSECHOSTAR CORP$352,8490.02%3,014CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$351,8330.02%1,246CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$351,5130.02%6,524CommonSOLE
718546104PSXPHILLIPS 66$349,4210.02%1,918CommonSOLE
252131107DXCMDEXCOM INC$347,7860.02%5,538CommonSOLE
863667101SYKSTRYKER CORPORATION$346,3340.02%1,054CommonSOLE
00766T100ACMAECOM$345,3870.02%4,072CommonSOLE
758849103REGREGENCY CTRS CORP$344,8580.02%4,558CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$343,5610.02%1,737CommonSOLE
902973304USBUS BANCORP$342,9020.02%6,593CommonSOLE
858119100STLDSTEEL DYNAMICS INC$340,0200.02%1,889CommonSOLE
500754106KHCKRAFT HEINZ CO$339,7560.02%15,107CommonSOLE
345370860FFORD MTR CO$337,2910.02%29,228CommonSOLE
49177J102KVUEKENVUE INC$337,2490.02%19,562CommonSOLE
98419M100XYLXYLEM INC$337,2290.02%2,822CommonSOLE
H11356104BGBUNGE GLOBAL SA$336,3170.02%2,644CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$334,3170.02%1,686CommonSOLE
55261F104MTBM & T BK CORP$332,4060.02%1,608CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$331,7950.02%4,947CommonSOLE
443573100HUBSHUBSPOT INC$329,5350.02%1,350CommonSOLE
366651107ITGARTNER INC$329,1890.02%2,079CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$329,0010.02%1,524CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$325,8690.02%1,566CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$325,4240.02%15,052CommonSOLE
09062X103BIIBBIOGEN INC$323,9440.02%1,767CommonSOLE
37940X102GPNGLOBAL PMTS INC$318,3290.02%4,730CommonSOLE
989701107ZIONZIONS BANCORPORATION NATL AS$318,0620.02%5,520CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$317,9660.02%961CommonSOLE
949746101WMT2WELLS FARGO & CO$317,8830.02%3,993CommonSOLE
632307104NTRANATERA INC$315,5840.02%1,578CommonSOLE
45167R104IEXIDEX CORP$314,2740.02%1,658CommonSOLE
03831W108APPAPPLOVIN CORP$312,8280.02%786CommonSOLE
337738108FISVFISERV INC$311,8660.02%5,591CommonSOLE
65249B109NWSANEWS CORP NEW$311,7500.02%12,505CommonSOLE
83304A106SNAPSNAP INC$311,0430.02%67,618CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$310,6060.02%5,516CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$309,3480.02%4,346CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$308,1970.02%4,350CommonSOLE
294429105EFXEQUIFAX INC$307,5600.02%1,708CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$307,2060.02%625CommonSOLE
05464C101AXONAXON ENTERPRISE INC$304,9270.02%718CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$303,8710.02%2,768CommonSOLE
69370C100PTCPTC INC$303,2190.02%2,128CommonSOLE
199908104FIXCOMFORT SYS USA INC$301,9990.02%219CommonSOLE
34959J108FTVFORTIVE CORP$301,6630.02%5,457CommonSOLE
78467J100SSNCSS&C TECH HLDGS$300,2140.02%4,443CommonSOLE
457669307INSMINSMED INC$298,9150.02%1,828CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$298,4710.02%4,977CommonSOLE
89832Q109TFCTRUIST FINL CORP$298,1150.02%6,485CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$297,3320.02%1,036CommonSOLE
03076C106AMPAMERIPRISE FINL INC$295,9700.02%666CommonSOLE
744320102PRUPRUDENTIAL FINL INC$295,9030.02%3,029CommonSOLE
316773100FITBFIFTH THIRD BANCORP$295,0670.02%6,351CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$294,3000.02%1,962CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$293,8050.02%4,789CommonSOLE
N20944109CNHCNH INDL N V$292,9080.02%26,628CommonSOLE
297178105ESSESSEX PPTY TR INC$292,3360.02%1,208CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$291,7730.02%1,671CommonSOLE
46266C105IQVIQVIA HLDGS INC$291,1120.02%1,707CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$289,8790.02%1,368CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$289,5300.02%3,212CommonSOLE
749685103RPMRPM INTL INC$287,0670.02%2,888CommonSOLE
550021109LULULULULEMON ATHLETICA INC$286,4500.02%1,871CommonSOLE
594972408MSTRSTRATEGY INC$282,2980.02%2,262CommonSOLE
655663102NDSNNORDSON CORP$282,2900.02%1,061CommonSOLE
816851109SRESEMPRA$281,9870.02%2,902CommonSOLE
526107107LIILENNOX INTL INC$281,7270.02%607CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$280,9990.02%10,758CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$280,1100.02%2,514CommonSOLE
74624M102PEVERPURE INC$280,0860.02%4,744CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$278,4450.02%1,425CommonSOLE
291011104EMREMERSON ELEC CO$277,2380.02%2,116CommonSOLE
842587107SOSOUTHERN CO$276,6260.02%2,866CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$276,6240.02%1,483CommonSOLE
032654105ADIANALOG DEVICES INC$276,4640.02%869CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$275,2800.02%455CommonSOLE
75734B100RDDTREDDIT INC$274,0130.02%2,035CommonSOLE
504922105LHLABCORP HOLDINGS INC$273,7470.02%1,026CommonSOLE
668771108GENGEN DIGITAL INC$271,1140.02%14,398CommonSOLE
142339100CSLCARLISLE COS INC$269,2310.02%807CommonSOLE
98954M200ZZILLOW GROUP INC$268,4730.02%6,488CommonSOLE
09260D107BXBLACKSTONE INC$268,2720.02%2,333CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$267,0580.01%1,026CommonSOLE
88339J105TTDTHE TRADE DESK INC$266,8120.01%11,759CommonSOLE
89400J107TRUTRANSUNION$266,7270.01%3,855CommonSOLE
001055102AFLAFLAC INC$266,2660.01%2,427CommonSOLE
G3223R108EGEVEREST GROUP LTD$265,7290.01%813CommonSOLE
526057104LENLENNAR CORP$264,6010.01%3,047CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$264,3870.01%1,826CommonSOLE
48251W104KKRKKR & CO INC$264,0880.01%2,855CommonSOLE
745867101PHMPULTE GROUP INC$263,9170.01%2,244CommonSOLE
882508104TXNTEXAS INSTRS INC$262,2830.01%1,351CommonSOLE
216648501COOCOOPER COS INC$259,0450.01%3,623CommonSOLE
929740108WABWABTEC$258,9070.01%1,036CommonSOLE
219948106CPAYCORPAY INC$258,6900.01%889CommonSOLE
14316J108CGCARLYLE GROUP INC$258,6450.01%5,345CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$258,4390.01%17,172CommonSOLE
962166104WYWEYERHAEUSER CO$258,3470.01%10,575CommonSOLE
770700102HOODROBINHOOD MKTS INC$258,0730.01%3,724CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$257,3300.01%10,785CommonSOLE
49446R109KIMKIMCO REALTY CORP$254,5630.01%11,329CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$251,8270.01%5,496CommonSOLE
G7S00T104PNRPENTAIR PLC$251,3120.01%2,885CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$250,9880.01%1,076CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$250,8210.01%2,299CommonSOLE
G87052109TELTE CONNECTIVITY PLC$249,5700.01%1,194CommonSOLE
493267108KEYKEYCORP$248,2990.01%12,384CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$248,0520.01%1,386CommonSOLE
761152107RMDRESMED INC$244,4590.01%1,089CommonSOLE
086516101BBYBEST BUY INC$241,0070.01%3,754CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$238,4350.01%1,819CommonSOLE
45784P101PODDINSULET CORP$235,6500.01%1,123CommonSOLE
21873S108CRWVCOREWEAVE INC$234,1920.01%3,023CommonSOLE
G3265R107APTVAPTIV PLC$233,5270.01%3,363CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$232,0040.01%10,189CommonSOLE
871829107SYYSYSCO CORP$229,3970.01%3,216CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$228,5610.01%14,393CommonSOLE
682189105ONON SEMICONDUCTOR CORP$226,5030.01%3,658CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$226,4340.01%1,083CommonSOLE

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.