MondegarAI
NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Q3 2025 · 13F-HR

NEW YORK LIFE INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2025-11-06 · accession 0001133639-25-000002

$11.37B
Reported value
804
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · NEW YORK LIFE INVESTMENT MANAGEMENT LLC · Q3 2025

AI · grounded in 13F

NEW YORK LIFE INVESTMENT MANAGEMENT LLC established a new position in NVDA valued at $620.1M. The fund also initiated new stakes in MSFT for $550.9M and AAPL for $542.4M. Additional new positions included AMZN at $290.2M and CPLB at $275.6M.

Holdings as filed

First 500 of 804

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$620.1M5.45%3,323,388CommonSOLE
594918104MSFTMICROSOFT CORP$550.9M4.84%1,063,606CommonSOLE
037833100AAPLAPPLE INC$542.4M4.77%2,130,016CommonSOLE
023135106AMZNAMAZON COM INC$290.2M2.55%1,321,824CommonSOLE
45409F785CPLBNEW YORK LIFE INVTS ACTIVE E$275.6M2.42%12,888,590CommonSOLE
45409B461IQSUNEW YORK LIFE INVESTMENTS ET$241.0M2.12%4,529,840CommonSOLE
30303M102METAMETA PLATFORMS INC$217.0M1.91%295,516CommonSOLE
11135F101AVGOBROADCOM INC$210.8M1.85%639,045CommonSOLE
45409B248IQSMNEW YORK LIFE INVESTMENTS ET$209.0M1.84%6,163,223CommonSOLE
02079K305GOOGLALPHABET INC$200.1M1.76%822,975CommonSOLE
88160R101TSLATESLA INC$182.1M1.60%409,457CommonSOLE
921910873MGCVANGUARD WORLD FD$173.6M1.53%711,400CommonSOLE
45409B453IQSINEW YORK LIFE INVESTMENTS ET$171.8M1.51%5,046,991CommonSOLE
02079K107GOOGALPHABET INC$160.8M1.41%660,372CommonSOLE
46429B655FLOTISHARES TR$157.2M1.38%3,077,751CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$124.7M1.10%248,035CommonSOLE
45409F769IWLGNEW YORK LIFE INVTS ACTIVE E$124.7M1.10%2,318,285CommonSOLE
45409F686SECRNEW YORK LIFE INVTS ACTIVE E$123.0M1.08%4,697,733CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$117.8M1.04%373,446CommonSOLE
45409B560HFXINEW YORK LIFE INVESTMENTS ET$108.3M0.95%3,493,523CommonSOLE
35473P595FLBLFRANKLIN TEMPLETON ETF TR$86.8M0.76%3,612,159CommonSOLE
92826C839VVISA INC$84.6M0.74%247,894CommonSOLE
532457108LLYELI LILLY & CO$82.9M0.73%108,690CommonSOLE
45409F736IQHINEW YORK LIFE INVTS ACTIVE E$74.8M0.66%2,812,841CommonSOLE
46432F842IEFAISHARES TR$72.5M0.64%830,015CommonSOLE
64110L106NFLXNETFLIX INC$69.2M0.61%57,708CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$68.3M0.60%120,140CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$66.2M0.58%1,104,662CommonSOLE
30231G102XOMEXXON MOBIL CORP$65.3M0.57%578,803CommonSOLE
68389X105ORCLORACLE CORP$63.8M0.56%226,912CommonSOLE
931142103WMTWALMART INC$61.4M0.54%596,183CommonSOLE
464287226AGGISHARES TR$61.2M0.54%610,296CommonSOLE
478160104JNJJOHNSON & JOHNSON$61.0M0.54%328,841CommonSOLE
437076102HDHOME DEPOT INC$58.8M0.52%145,132CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$56.3M0.49%308,531CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$55.7M0.49%60,208CommonSOLE
464287804IJRISHARES TR$55.7M0.49%468,981CommonSOLE
00287Y109ABBVABBVIE INC$55.5M0.49%239,899CommonSOLE
742718109PGPROCTER AND GAMBLE CO$52.5M0.46%341,950CommonSOLE
060505104BACBANK AMERICA CORP$51.2M0.45%991,661CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$50.9M0.45%865,757CommonSOLE
78468R200FLRNSPDR SERIES TRUST$48.4M0.43%1,568,286CommonSOLE
922908629VOVANGUARD INDEX FDS$47.3M0.42%161,028CommonSOLE
369604301GEGE AEROSPACE$46.5M0.41%154,723CommonSOLE
45409F751IWFGNEW YORK LIFE INVTS ACTIVE E$45.9M0.40%859,507CommonSOLE
78464A359CWBSPDR SERIES TRUST$45.8M0.40%506,477CommonSOLE
464288414MUBISHARES TR$43.8M0.39%411,699CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$42.9M0.38%856,096CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$42.5M0.37%122,985CommonSOLE
166764100CVXCHEVRON CORP NEW$40.6M0.36%261,308CommonSOLE
17275R102CSCOCISCO SYS INC$39.7M0.35%580,025CommonSOLE
46435G102ICVTISHARES TR$39.4M0.35%394,152CommonSOLE
46432F396MTUMISHARES TR$38.8M0.34%151,310CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$38.4M0.34%136,053CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38.3M0.34%236,502CommonSOLE
46434G764EMXCISHARES INC$38.1M0.34%564,840CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$37.7M0.33%1,350,769CommonSOLE
949746101WMT2WELLS FARGO CO NEW$36.5M0.32%435,207CommonSOLE
37954Y657PFFDGLOBAL X FDS$35.3M0.31%1,818,645CommonSOLE
191216100KOCOCA COLA CO$34.9M0.31%526,197CommonSOLE
718172109PMPHILIP MORRIS INTL INC$33.9M0.30%209,013CommonSOLE
79466L302CRMSALESFORCE INC$33.0M0.29%139,222CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$32.7M0.29%41,104CommonSOLE
G54950103LINLINDE PLC$32.5M0.29%68,421CommonSOLE
002824100ABTABBOTT LABS$31.7M0.28%236,314CommonSOLE
464288612GVIISHARES TR$30.8M0.27%286,461CommonSOLE
75513E101RTXRTX CORPORATION$30.4M0.27%181,712CommonSOLE
149123101CATCATERPILLAR INC$30.4M0.27%63,650CommonSOLE
254687106DISDISNEY WALT CO$30.0M0.26%262,283CommonSOLE
580135101MCDMCDONALDS CORP$29.5M0.26%96,917CommonSOLE
58933Y105MRKMERCK & CO INC$28.5M0.25%339,161CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$28.3M0.25%471,782CommonSOLE
713448108PEPPEPSICO INC$28.2M0.25%200,831CommonSOLE
617446448MSMORGAN STANLEY$28.1M0.25%176,957CommonSOLE
81762P102NOWSERVICENOW INC$28.0M0.25%30,449CommonSOLE
461202103INTUINTUIT$27.9M0.24%40,791CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$27.7M0.24%282,904CommonSOLE
45409B800MNANEW YORK LIFE INVESTMENTS ET$27.7M0.24%770,490CommonSOLE
00206R102TAT&T INC$27.4M0.24%970,944CommonSOLE
595112103MUMICRON TECHNOLOGY INC$27.3M0.24%163,030CommonSOLE
172967424CCITIGROUP INC$27.2M0.24%268,180CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$27.0M0.24%615,406CommonSOLE
03831W108APPAPPLOVIN CORP$26.5M0.23%36,841CommonSOLE
025816109AXPAMERICAN EXPRESS CO$26.3M0.23%79,325CommonSOLE
747525103QCOMQUALCOMM INC$26.3M0.23%158,218CommonSOLE
512807306LRCXLAM RESEARCH CORP$24.9M0.22%185,780CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$24.9M0.22%51,240CommonSOLE
36828A101GEVGE VERNOVA INC$24.4M0.21%39,706CommonSOLE
882508104TXNTEXAS INSTRS INC$24.4M0.21%132,738CommonSOLE
038222105AMATAPPLIED MATLS INC$24.1M0.21%117,598CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$23.8M0.21%4,401CommonSOLE
872540109TJXTJX COS INC NEW$23.5M0.21%162,856CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$23.4M0.21%52,361CommonSOLE
09290D101BLKBLACKROCK INC$22.8M0.20%19,546CommonSOLE
65339F101NEENEXTERA ENERGY INC$22.7M0.20%300,473CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$22.6M0.20%91,499CommonSOLE
097023105BABOEING CO$22.2M0.19%102,720CommonSOLE
78409V104SPGIS&P GLOBAL INC$22.1M0.19%45,501CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$22.1M0.19%231,645CommonSOLE
00724F101ADBEADOBE INC$21.9M0.19%62,171CommonSOLE
458140100INTCINTEL CORP$21.4M0.19%637,432CommonSOLE
743315103PGRPROGRESSIVE CORP$21.1M0.19%85,501CommonSOLE
482480100KLACKLA CORP$20.8M0.18%19,261CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$20.7M0.18%773,902CommonSOLE
031162100AMGNAMGEN INC$20.6M0.18%73,136CommonSOLE
548661107LOWLOWES COS INC$20.6M0.18%81,787CommonSOLE
040413205ANETARISTA NETWORKS INC$20.5M0.18%140,793CommonSOLE
032095101APHAMPHENOL CORP NEW$20.5M0.18%165,697CommonSOLE
375558103GILDGILEAD SCIENCES INC$20.1M0.18%181,147CommonSOLE
G29183103ETNEATON CORP PLC$20.0M0.18%53,365CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$19.9M0.18%97,768CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$19.8M0.17%93,216CommonSOLE
46434G103IEMGISHARES INC$19.7M0.17%299,323CommonSOLE
717081103PFEPFIZER INC$19.7M0.17%771,463CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$19.6M0.17%201,208CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$19.3M0.17%64,135CommonSOLE
907818108UNPUNION PAC CORP$19.0M0.17%80,515CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$18.8M0.17%370,877CommonSOLE
863667101SYKSTRYKER CORPORATION$18.6M0.16%50,205CommonSOLE
438516106HONHONEYWELL INTL INC$18.2M0.16%86,254CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$17.8M0.16%36,294CommonSOLE
032654105ADIANALOG DEVICES INC$17.8M0.16%72,362CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$17.5M0.15%59,458CommonSOLE
46435U853USHYISHARES TR$17.4M0.15%459,392CommonSOLE
95040Q104WELLWELLTOWER INC$17.3M0.15%97,366CommonSOLE
235851102DHRDANAHER CORPORATION$17.2M0.15%86,534CommonSOLE
09260D107BXBLACKSTONE INC$17.1M0.15%100,017CommonSOLE
20030N101CMCSACOMCAST CORP NEW$16.9M0.15%538,102CommonSOLE
G5960L103MDTMEDTRONIC PLC$16.6M0.15%174,127CommonSOLE
20825C104COPCONOCOPHILLIPS$16.0M0.14%169,459CommonSOLE
244199105DEDEERE & CO$15.7M0.14%34,441CommonSOLE
872590104TMUST-MOBILE US INC$15.7M0.14%65,674CommonSOLE
53700T827DBMFLITMAN GREGORY FDS TR$15.7M0.14%574,888CommonSOLE
46429B747STIPISHARES TR$15.5M0.14%150,059CommonSOLE
74340W103PLDPROLOGIS INC.$15.5M0.14%135,316CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$15.5M0.14%130,719CommonSOLE
464288620USIGISHARES TR$15.3M0.13%292,472CommonSOLE
770700102HOODROBINHOOD MKTS INC$15.0M0.13%104,689CommonSOLE
02209S103MOALTRIA GROUP INC$14.8M0.13%224,277CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14.7M0.13%37,432CommonSOLE
25809K105DASHDOORDASH INC$14.6M0.13%53,738CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$14.5M0.13%71,725CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$14.2M0.13%1,060,625CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$14.2M0.13%249,104CommonSOLE
H1467J104CBCHUBB LIMITED$14.2M0.12%50,325CommonSOLE
12572Q105CMECME GROUP INC$14.2M0.12%52,535CommonSOLE
842587107SOSOUTHERN CO$14.2M0.12%149,490CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14.0M0.12%83,374CommonSOLE
58155Q103MCKMCKESSON CORP$14.0M0.12%18,147CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$14.0M0.12%39,906CommonSOLE
855244109SBUXSTARBUCKS CORP$14.0M0.12%165,471CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$14.0M0.12%499,820CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$14.0M0.12%42,438CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$13.9M0.12%27,908CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$13.8M0.12%32,786CommonSOLE
35473P769FLINFRANKLIN TEMPLETON ETF TR$13.8M0.12%370,274CommonSOLE
464287507IJHISHARES TR$13.6M0.12%208,684CommonSOLE
651639106NEMNEWMONT CORP$13.6M0.12%160,762CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$13.4M0.12%296,909CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$13.4M0.12%124,053CommonSOLE
871607107SNPSSYNOPSYS INC$13.4M0.12%27,069CommonSOLE
701094104PHPARKER-HANNIFIN CORP$13.1M0.12%17,335CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$13.1M0.12%68,291CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$13.1M0.11%105,648CommonSOLE
48251W104KKRKKR & CO INC$13.0M0.11%99,831CommonSOLE
126650100CVSCVS HEALTH CORP$13.0M0.11%172,040CommonSOLE
654106103NKENIKE INC$12.1M0.11%172,942CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$12.0M0.11%134,386CommonSOLE
94106L109WMWASTE MGMT INC DEL$12.0M0.11%54,442CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11.9M0.10%36,819CommonSOLE
609207105MDLZMONDELEZ INTL INC$11.8M0.10%189,041CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$11.8M0.10%34,074CommonSOLE
62482R10707WAMR COOPER GROUP INC$11.8M0.10%55,775CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11.7M0.10%34,234CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$11.6M0.10%37,387CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$11.5M0.10%57,476CommonSOLE
443201108HWMHOWMET AEROSPACE INC$11.5M0.10%58,729CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$11.3M0.10%540,784CommonSOLE
969457100WMBWILLIAMS COS INC$11.3M0.10%178,069CommonSOLE
125523100CITHE CIGNA GROUP$11.2M0.10%38,925CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.2M0.10%102,916CommonSOLE
88579Y101MMM3M CO$11.2M0.10%72,245CommonSOLE
29444U700EQIXEQUINIX INC$11.2M0.10%14,265CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$11.1M0.10%18,268CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$11.0M0.10%32,678CommonSOLE
902973304USBUS BANCORP DEL$10.9M0.10%226,370CommonSOLE
291011104EMREMERSON ELEC CO$10.8M0.09%82,125CommonSOLE
615369105MCOMOODYS CORP$10.7M0.09%22,534CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$10.6M0.09%32,841CommonSOLE
45409F777MMCANEW YORK LIFE INVTS ACTIVE E$10.5M0.09%485,049CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$10.5M0.09%95,484CommonSOLE
02210T108ARBALTSHARES TRUST$10.5M0.09%361,654CommonSOLE
053332102AZOAUTOZONE INC$10.5M0.09%2,442CommonSOLE
G0403H108AONAON PLC$10.4M0.09%29,246CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10.4M0.09%22,696CommonSOLE
172908105CTASCINTAS CORP$10.3M0.09%50,083CommonSOLE
337738108FISVFISERV INC$10.2M0.09%79,437CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$10.2M0.09%39,235CommonSOLE
278865100ECLECOLAB INC$10.2M0.09%37,245CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$10.2M0.09%21,103CommonSOLE
893641100TDGTRANSDIGM GROUP INC$10.1M0.09%7,653CommonSOLE
052769106ADSKAUTODESK INC$10.0M0.09%31,371CommonSOLE
46429B671MCHIISHARES TR$9.9M0.09%150,475CommonSOLE
98978V103ZTSZOETIS INC$9.5M0.08%65,042CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$9.5M0.08%106,167CommonSOLE
40412C101HCAHCA HEALTHCARE INC$9.5M0.08%22,262CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$9.5M0.08%118,566CommonSOLE
G87052109TELTE CONNECTIVITY PLC$9.5M0.08%43,107CommonSOLE
16115Q308GTLSCHART INDS INC$9.4M0.08%46,858CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.4M0.08%139,652CommonSOLE
219350105GLWCORNING INC$9.3M0.08%113,547CommonSOLE
922908744VTVVANGUARD INDEX FDS$9.2M0.08%49,547CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$9.2M0.08%32,811CommonSOLE
126408103CSXCSX CORP$9.0M0.08%254,246CommonSOLE
74762E102QUREQUANTA SVCS INC$9.0M0.08%21,736CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.0M0.08%107,432CommonSOLE
911363109URIUNITED RENTALS INC$9.0M0.08%9,391CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$8.9M0.08%34,336CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$8.9M0.08%66,513CommonSOLE
009158106APDAIR PRODS & CHEMS INC$8.9M0.08%32,459CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$8.8M0.08%38,635CommonSOLE
03073E105CORCENCORA INC$8.8M0.08%28,079CommonSOLE
571903202MARMARRIOTT INTL INC NEW$8.6M0.08%33,065CommonSOLE
69349H107TXNMTXNM ENERGY INC$8.6M0.08%152,000CommonSOLE
816851109SRESEMPRA$8.6M0.08%95,272CommonSOLE
56585A102MPCMARATHON PETE CORP$8.6M0.08%44,420CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$8.6M0.08%127,840CommonSOLE
92840M102VSTVISTRA CORP$8.5M0.07%43,299CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8.3M0.07%44,375CommonSOLE
26875P101EOGEOG RES INC$8.3M0.07%74,094CommonSOLE
020002101ALLALLSTATE CORP$8.2M0.07%38,380CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$8.2M0.07%209,451CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8.2M0.07%11,446CommonSOLE
311900104FASTFASTENAL CO$8.2M0.07%167,207CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8.2M0.07%72,654CommonSOLE
253868103DLRDIGITAL RLTY TR INC$8.1M0.07%46,879CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8.1M0.07%285,056CommonSOLE
45674M101INFA1EURINFORMATICA INC$8.1M0.07%324,184CommonSOLE
34959E109FTNTFORTINET INC$8.0M0.07%95,233CommonSOLE
89832Q109TFCTRUIST FINL CORP$8.0M0.07%175,054CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7.9M0.07%147,415CommonSOLE
231021106CMICUMMINS INC$7.9M0.07%18,726CommonSOLE
37045V100GMGENERAL MTRS CO$7.9M0.07%129,561CommonSOLE
001055102AFLAFLAC INC$7.9M0.07%70,323CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7.8M0.07%13,943CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7.8M0.07%15,677CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.8M0.07%25,421CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.7M0.07%45,433CommonSOLE
925050106VRNAVERONA PHARMA PLC$7.7M0.07%72,467CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.7M0.07%195,723CommonSOLE
009066101ABNBAIRBNB INC$7.6M0.07%62,781CommonSOLE
98138H101WDAYWORKDAY INC$7.6M0.07%31,599CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP IN$7.6M0.07%129,078CommonSOLE
45409B263LRNDNEW YORK LIFE INVESTMENTS ET$7.6M0.07%190,000CommonSOLE
756109104OREALTY INCOME CORP$7.5M0.07%124,148CommonSOLE
31428X106FDXFEDEX CORP$7.5M0.07%31,741CommonSOLE
718546104PSXPHILLIPS 66$7.5M0.07%54,910CommonSOLE
45168D104IDXXIDEXX LABS INC$7.5M0.07%11,679CommonSOLE
464287200IVVISHARES TR$7.4M0.07%11,124CommonSOLE
806857108SLBSCHLUMBERGER LTD$7.4M0.07%216,121CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$7.3M0.06%30,964CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$7.3M0.06%582,920CommonSOLE
075887109BDXBECTON DICKINSON & CO$7.3M0.06%38,893CommonSOLE
25746U109DDOMINION ENERGY INC$7.1M0.06%115,578CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$7.0M0.06%143,870CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$7.0M0.06%358,777CommonSOLE
693718108PCARPACCAR INC$7.0M0.06%71,236CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7.0M0.06%116,882CommonSOLE
87901J105TGNATEGNA INC$6.9M0.06%341,175CommonSOLE
58600110975ZSOHO HOUSE & CO INC$6.9M0.06%776,017CommonSOLE
45409B255WRNDNEW YORK LIFE INVESTMENTS ET$6.8M0.06%190,000CommonSOLE
778296103ROSTROSS STORES INC$6.8M0.06%44,468CommonSOLE
03076C106AMPAMERIPRISE FINL INC$6.8M0.06%13,776CommonSOLE
12504L109CBRECBRE GROUP INC$6.8M0.06%42,843CommonSOLE
59156R108METMETLIFE INC$6.7M0.06%81,545CommonSOLE
682680103OKEONEOK INC NEW$6.7M0.06%91,698CommonSOLE
285512109EAELECTRONIC ARTS INC$6.7M0.06%33,121CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6.7M0.06%85,740CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$6.6M0.06%23,012CommonSOLE
30161N101EXCEXELON CORP$6.6M0.06%147,575CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$6.5M0.06%25,274CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$6.5M0.06%96,913CommonSOLE
98389B100XELXCEL ENERGY INC$6.5M0.06%80,479CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$6.4M0.06%6,976CommonSOLE
23331A109DHID R HORTON INC$6.4M0.06%37,708CommonSOLE
345370860FFORD MTR CO$6.3M0.06%530,837CommonSOLE
760759100RSGREPUBLIC SVCS INC$6.3M0.06%27,604CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6.3M0.06%44,347CommonSOLE
22052L104CTVACORTEVA INC$6.3M0.06%92,700CommonSOLE
23804L103DDOGDATADOG INC$6.3M0.06%43,995CommonSOLE
988498101YUMYUM BRANDS INC$6.2M0.05%40,462CommonSOLE
22822V101CCICROWN CASTLE INC$6.1M0.05%63,542CommonSOLE
384802104GWWGRAINGER W W INC$6.1M0.05%6,415CommonSOLE
278642103EBAYEBAY INC.$6.1M0.05%66,958CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$6.1M0.05%72,600CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6.0M0.05%48,641CommonSOLE
464288679SHVISHARES TR$6.0M0.05%54,251CommonSOLE
501044101KRKROGER CO$6.0M0.05%88,869CommonSOLE
5168062058LP1VITAL ENERGY INC$6.0M0.05%352,481CommonSOLE
55354G100MSCIMSCI INC$5.9M0.05%10,483CommonSOLE
031100100AMEAMETEK INC$5.9M0.05%31,629CommonSOLE
87612E106TGTTARGET CORP$5.9M0.05%66,180CommonSOLE
929160109VMCVULCAN MATLS CO$5.9M0.05%19,264CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$5.9M0.05%75,383CommonSOLE
761152107RMDRESMED INC$5.9M0.05%21,432CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$5.8M0.05%195,761CommonSOLE
631103108NDAQNASDAQ INC$5.8M0.05%65,549CommonSOLE
871829107SYYSYSCO CORP$5.8M0.05%69,885CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5.7M0.05%16,436CommonSOLE
29364G103ETRENTERGY CORP NEW$5.7M0.05%60,750CommonSOLE
958102105WDCWESTERN DIGITAL CORP$5.6M0.05%47,010CommonSOLE
876030107TPRTAPESTRY INC$5.6M0.05%49,398CommonSOLE
704326107PAYXPAYCHEX INC$5.6M0.05%43,969CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5.5M0.05%8,802CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$5.5M0.05%41,158CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5.5M0.05%34,883CommonSOLE
H2906T109GRMNGARMIN LTD$5.5M0.05%22,225CommonSOLE
464287432TLTISHARES TR$5.5M0.05%61,108CommonSOLE
217204106CPRTCOPART INC$5.4M0.05%121,035CommonSOLE
852234103XYZBLOCK INC$5.4M0.05%74,714CommonSOLE
45409F710IQRANEW YORK LIFE INVTS ACTIVE E$5.4M0.05%190,000CommonSOLE
46432F339QUALISHARES TR$5.3M0.05%27,483CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5.3M0.05%51,378CommonSOLE
209115104EDCONSOLIDATED EDISON INC$5.3M0.05%52,654CommonSOLE
858155203GJBSTEELCASE INC$5.3M0.05%307,000CommonSOLE
922908363VOOVANGUARD INDEX FDS$5.3M0.05%8,614CommonSOLE
87612G101TRGPTARGA RES CORP$5.3M0.05%31,396CommonSOLE
98419M100XYLXYLEM INC$5.2M0.05%35,578CommonSOLE
303250104FICOFAIR ISAAC CORP$5.2M0.05%3,505CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.2M0.05%57,191CommonSOLE
003261104BCIABRDN ETFS$5.1M0.05%238,827CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$5.1M0.05%20,420CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$5.0M0.04%197,697CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5.0M0.04%76,396CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.0M0.04%43,616CommonSOLE
929740108WABWABTEC$5.0M0.04%24,909CommonSOLE
247361702DALDELTA AIR LINES INC DEL$5.0M0.04%87,479CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$5.0M0.04%115,357CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.0M0.04%38,614CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$4.9M0.04%14,306CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$4.9M0.04%54,071CommonSOLE
22160N109CSGPCOSTAR GROUP INC$4.8M0.04%57,348CommonSOLE
69331C108PCGPG&E CORP$4.8M0.04%320,429CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.8M0.04%71,289CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.8M0.04%61,291CommonSOLE
925652109VICIVICI PPTYS INC$4.7M0.04%144,574CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.7M0.04%191,796CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.7M0.04%73,130CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4.6M0.04%61,833CommonSOLE
294429105EFXEQUIFAX INC$4.6M0.04%18,065CommonSOLE
92276F100VTRVENTAS INC$4.6M0.04%66,073CommonSOLE
26884L109EQTEQT CORP$4.6M0.04%84,892CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4.6M0.04%97,663CommonSOLE
49177J102KVUEKENVUE INC$4.6M0.04%282,191CommonSOLE
444859102HUMHUMANA INC$4.6M0.04%17,554CommonSOLE
670346105NUENUCOR CORP$4.5M0.04%33,561CommonSOLE
55261F104MTBM & T BK CORP$4.5M0.04%22,880CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.5M0.04%25,997CommonSOLE
857477103STTSTATE STR CORP$4.5M0.04%38,456CommonSOLE
315616102FFIVF5 INC$4.4M0.04%13,686CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.4M0.04%77,581CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$4.4M0.04%25,173CommonSOLE
46284V101IRMIRON MTN INC DEL$4.4M0.04%43,174CommonSOLE
45687V106IRINGERSOLL RAND INC$4.4M0.04%53,174CommonSOLE
46266C105IQVIQVIA HLDGS INC$4.4M0.04%23,050CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4.4M0.04%30,982CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4.3M0.04%96,400CommonSOLE
143658300CCL1EURCARNIVAL CORP$4.3M0.04%147,611CommonSOLE
629377508NRGNRG ENERGY INC$4.3M0.04%26,320CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$4.2M0.04%43,621CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4.2M0.04%70,249CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$4.2M0.04%60,626CommonSOLE
92343X100VTYVERINT SYS INC$4.2M0.04%205,368CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4.1M0.04%17,105CommonSOLE
427866108HSYHERSHEY CO$4.1M0.04%21,716CommonSOLE
04041L106ARISUSDARIS WATER SOLUTIONS INC$4.1M0.04%164,695CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$4.0M0.04%20,722CommonSOLE
233331107DTEDTE ENERGY CO$4.0M0.03%28,047CommonSOLE
29084Q100EMEEMCOR GROUP INC$4.0M0.03%6,105CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4.0M0.03%28,398CommonSOLE
370334104GISGENERAL MLS INC$3.9M0.03%78,099CommonSOLE
526057104LENLENNAR CORP$3.9M0.03%30,945CommonSOLE
668771108GENGEN DIGITAL INC$3.9M0.03%137,183CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.9M0.03%54,458CommonSOLE
30040W108ESEVERSOURCE ENERGY$3.9M0.03%54,313CommonSOLE
252131107DXCMDEXCOM INC$3.8M0.03%57,193CommonSOLE
745867101PHMPULTE GROUP INC$3.8M0.03%28,890CommonSOLE
023608102AEEAMEREN CORP$3.8M0.03%36,523CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$3.8M0.03%27,002CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$3.8M0.03%6,428CommonSOLE
665859104NTRSNORTHERN TR CORP$3.8M0.03%27,931CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.7M0.03%15,240CommonSOLE
69351T106PPLPPL CORP$3.7M0.03%100,493CommonSOLE
40434L105HPQHP INC$3.7M0.03%137,012CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$3.7M0.03%28,160CommonSOLE
464287523SOXXISHARES TR$3.7M0.03%13,748CommonSOLE
115236101BROBROWN & BROWN INC$3.7M0.03%39,728CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$3.7M0.03%3,027CommonSOLE
049560105ATOATMOS ENERGY CORP$3.7M0.03%21,742CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3.7M0.03%213,087CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.7M0.03%25,597CommonSOLE
233051879ASHRDBX ETF TR$3.7M0.03%110,736CommonSOLE
58985J105MERIDIANLINK INC$3.6M0.03%181,822CommonSOLE
90384S303ULTAULTA BEAUTY INC$3.6M0.03%6,577CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$3.6M0.03%361,097CommonSOLE
92338C103VLTOVERALTO CORP$3.6M0.03%33,631CommonSOLE
923451108VBTXVERITEX HLDGS INC$3.6M0.03%106,448CommonSOLE
G8473T100STESTERIS PLC$3.6M0.03%14,365CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$3.5M0.03%21,485CommonSOLE
574599106MASMASCO CORP$3.5M0.03%49,776CommonSOLE
49446R109KIMKIMCO RLTY CORP$3.5M0.03%159,824CommonSOLE
504922105LHLABCORP HOLDINGS INC$3.5M0.03%12,153CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$3.5M0.03%12,633CommonSOLE
64110D104NTAPNETAPP INC$3.5M0.03%29,246CommonSOLE
693506107PPGPPG INDS INC$3.5M0.03%32,938CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.4M0.03%130,789CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3.4M0.03%16,131CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$3.4M0.03%32,425CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$3.4M0.03%88,410CommonSOLE
92343E102VRSNVERISIGN INC$3.4M0.03%12,257CommonSOLE
62944T105NVRNVR INC$3.4M0.03%418CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$3.4M0.03%63,127CommonSOLE
172062101CINFCINCINNATI FINL CORP$3.3M0.03%21,187CommonSOLE
260003108DOVDOVER CORP$3.3M0.03%19,930CommonSOLE
69370C100PTCPTC INC$3.3M0.03%16,370CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.3M0.03%71,620CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.3M0.03%32,115CommonSOLE
55345K10337MMRC GLOBAL INC$3.3M0.03%230,043CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.3M0.03%17,485CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.3M0.03%50,545CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.3M0.03%16,736CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$3.3M0.03%68,063CommonSOLE
500754106KHCKRAFT HEINZ CO$3.2M0.03%124,666CommonSOLE
337932107FEFIRSTENERGY CORP$3.2M0.03%70,508CommonSOLE
487836108KKELLANOVA$3.2M0.03%39,322CommonSOLE
336433107FSLRFIRST SOLAR INC$3.2M0.03%14,558CommonSOLE
466313103JBLJABIL INC$3.2M0.03%14,596CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3.2M0.03%20,479CommonSOLE
443510607HUBBHUBBELL INC$3.1M0.03%7,297CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.1M0.03%35,793CommonSOLE
084423102WRBBERKLEY W R CORP$3.1M0.03%40,666CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$3.1M0.03%16,342CommonSOLE
406216101HALHALLIBURTON CO$3.1M0.03%125,532CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$3.1M0.03%5,853CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.1M0.03%29,790CommonSOLE
12514G108CDWCDW CORP$3.1M0.03%19,190CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.0M0.03%15,928CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$3.0M0.03%15,665CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.0M0.03%86,076CommonSOLE
09062X103BIIBBIOGEN INC$3.0M0.03%21,484CommonSOLE
518439104ELLAUDER ESTEE COS INC$3.0M0.03%33,900CommonSOLE
88339J105TTDTHE TRADE DESK INC$3.0M0.03%60,930CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3.0M0.03%69,949CommonSOLE
880770102TERTERADYNE INC$3.0M0.03%21,607CommonSOLE
125896100CMSCMS ENERGY CORP$3.0M0.03%40,575CommonSOLE
219948106CPAYCORPAY INC$3.0M0.03%10,319CommonSOLE
45784P101PODDINSULET CORP$3.0M0.03%9,599CommonSOLE
030506109AMWDAMERICAN WOODMARK CORPORATIO$3.0M0.03%44,218CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2.9M0.03%59,820CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.9M0.03%35,358CommonSOLE
199908104FIXCOMFORT SYS USA INC$2.9M0.03%3,536CommonSOLE
366651107ITGARTNER INC$2.9M0.03%11,018CommonSOLE
281020107EIXEDISON INTL$2.9M0.03%52,149CommonSOLE
695156109PKGPACKAGING CORP AMER$2.9M0.03%13,191CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.8M0.03%28,916CommonSOLE
896239100TRMBTRIMBLE INC$2.8M0.03%34,828CommonSOLE
758849103REGREGENCY CTRS CORP$2.8M0.03%38,998CommonSOLE
751212101RLRALPH LAUREN CORP$2.8M0.02%8,997CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.8M0.02%15,835CommonSOLE
65249B109NWSANEWS CORP NEW$2.8M0.02%90,335CommonSOLE
65473P105NINISOURCE INC$2.8M0.02%63,986CommonSOLE
457669307INSMINSMED INC$2.8M0.02%19,177CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$2.7M0.02%10,477CommonSOLE
37959E102GLGLOBE LIFE INC$2.7M0.02%19,207CommonSOLE
92556V106VTRSVIATRIS INC$2.7M0.02%275,353CommonSOLE
832696405SJMSMUCKER J M CO$2.7M0.02%25,070CommonSOLE
133131102CPTCAMDEN PPTY TR$2.7M0.02%25,422CommonSOLE
902653104UDRUDR INC$2.7M0.02%72,606CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$2.7M0.02%35,121CommonSOLE
74267C106PRAPROASSURANCE CORP$2.7M0.02%111,594CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.6M0.02%155,389CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2.6M0.02%18,859CommonSOLE
372460105GPCGENUINE PARTS CO$2.6M0.02%18,939CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$2.6M0.02%19,424CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.6M0.02%105,452CommonSOLE
941848103WATWATERS CORP$2.6M0.02%8,691CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2.6M0.02%105,764CommonSOLE
61945C103MOSMOSAIC CO NEW$2.6M0.02%74,640CommonSOLE
101121101BXPBXP INC$2.6M0.02%34,813CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2.6M0.02%34,051CommonSOLE
04621X108AIZASSURANT INC$2.6M0.02%11,905CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$2.6M0.02%17,244CommonSOLE
380237107GDDYGODADDY INC$2.6M0.02%18,764CommonSOLE
G0250X107AMCRAMCOR PLC$2.6M0.02%312,447CommonSOLE
15677J108DAYDAYFORCE INC$2.6M0.02%37,054CommonSOLE
G3265R107APTVAPTIV PLC$2.6M0.02%29,578CommonSOLE
73278L105POOLPOOL CORP$2.5M0.02%8,198CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$2.5M0.02%12,065CommonSOLE
297178105ESSESSEX PPTY TR INC$2.5M0.02%9,380CommonSOLE
256746108DLTRDOLLAR TREE INC$2.5M0.02%26,417CommonSOLE

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.