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CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

Q1 2025 · 13F-HR

CAISSE DE DEPOT ET PLACEMENT DU QUEBECholdings as filed

Filed 2025-05-14 · accession 0001140361-25-018990

$47.67B
Reported value
591
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 591

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$1.80B3.78%8,107,870CommonSOLE
12532H104GIBCGI Inc$1.63B3.41%16,290,487CommonSOLE
594918104MSFTMicrosoft Corp$1.62B3.39%4,304,321CommonSOLE
67066G104NVDANvidia Corp$1.32B2.77%12,196,432CommonSOLE
136375102CNICompagnie des chemins de fer nationaux du Canada$1.22B2.55%12,496,600CommonSOLE
30303M102METAMeta Platforms Inc$956.5M2.01%1,659,619CommonSOLE
023135106AMZNAmazon.com Inc$884.1M1.85%4,646,656CommonSOLE
922908744VTVVanguard Value ETF$838.4M1.76%4,853,562CommonSOLE
02079K305GOOGLAlphabet Inc$787.6M1.65%5,092,826CommonSOLE
124765108CAECAE Inc$760.0M1.59%30,917,402CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$732.3M1.54%1,374,949CommonSOLE
57636Q104MAMastercard Inc$674.8M1.42%1,231,135CommonSOLE
46625H100JPMJPMorgan Chase & Co$650.1M1.36%2,650,344CommonSOLE
532457108LLYEli Lilly & Co$631.8M1.33%765,030CommonSOLE
478160104JNJJohnson & Johnson$597.2M1.25%3,601,147CommonSOLE
05534B760BCEBCE Inc$579.5M1.22%25,249,300CommonSOLE
91324P102UNHUnitedHealth Group Inc$523.8M1.10%1,000,107CommonSOLE
063671101BMOBanque de Montreal$517.5M1.09%5,419,567CommonSOLE
743315103PGRProgressive Corp, The$447.7M0.94%1,582,012CommonSOLE
742718109PGProcter & Gamble Company, The$445.0M0.93%2,611,294CommonSOLE
11135F101AVGOBroadcom Inc$441.6M0.93%2,637,419CommonSOLE
17275R102CSCOCisco Systems Inc$424.4M0.89%6,876,595CommonSOLE
46137V357RSPInvesco S&P 500 Equal Weight ETF$398.8M0.84%2,302,200CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$393.6M0.83%703,600CommonSOLE
58933Y105MRKMerck & Co Inc$387.4M0.81%4,315,410CommonSOLE
22160K105COSTCostco Wholesale Corp$382.0M0.80%403,905CommonSOLE
92826C839VVisa Inc$364.7M0.77%1,040,633CommonSOLE
872540109TJXTJX Cos Inc, The$360.7M0.76%2,961,422CommonSOLE
931142103WMTWalmart Inc$353.6M0.74%4,027,488CommonSOLE
64110L106NFLXNetflix Inc$347.3M0.73%372,420CommonSOLE
00287Y109ABBVAbbVie Inc$335.6M0.70%1,601,680CommonSOLE
580135101MCDMcDonald's Corp$315.8M0.66%1,011,111CommonSOLE
02079K107GOOGAlphabet Inc$309.0M0.65%1,978,023CommonSOLE
00206R102TAT&T Inc$308.7M0.65%10,917,134CommonSOLE
747525103QCOMQualcomm Inc$304.9M0.64%1,984,784CommonSOLE
87241L109TFIITransForce Inc$298.1M0.63%3,850,400CommonSOLE
949746101WMT2Wells Fargo & Company$257.8M0.54%3,591,437CommonSOLE
G5960L103MDTMedtronic PLC$251.6M0.53%2,799,706CommonSOLE
191216100KOCoca-Cola Co, The$248.7M0.52%3,472,796CommonSOLE
780087102RYBanque Royale du Canada$242.8M0.51%2,155,685CommonSOLE
79466L302CRMsalesforce.com Inc$242.6M0.51%904,129CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$242.2M0.51%992,436CommonSOLE
760759100RSGRepublic Services Inc$236.9M0.50%978,135CommonSOLE
172967424CCitigroup Inc$232.0M0.49%3,268,339CommonSOLE
94106B101WCNWaste Connections Inc$225.0M0.47%1,153,530CommonSOLE
776696106ROPRoper Technologies Inc$224.4M0.47%380,620CommonSOLE
00724F101ADBEAdobe Inc$219.5M0.46%572,262CommonSOLE
438516106HONHoneywell International Inc$216.7M0.45%1,023,232CommonSOLE
53229C107LSPDLightspeed Commerce Inc$212.4M0.45%24,286,220CommonSOLE
88160R101TSLATesla Inc$212.3M0.45%819,006CommonSOLE
101137107BSXBoston Scientific Corp$207.4M0.44%2,056,096CommonSOLE
437076102HDHome Depot Inc, The$207.0M0.43%564,837CommonSOLE
03073E105CORCencora Inc$206.6M0.43%743,072CommonSOLE
26441C204DUKDuke Energy Corp$203.2M0.43%1,665,803CommonSOLE
G1151C101ACNAccenture PLC$201.5M0.42%645,636CommonSOLE
92343V104VZVerizon Communications Inc$201.3M0.42%4,438,809CommonSOLE
053332102AZOAutoZone Inc$194.3M0.41%50,951CommonSOLE
58155Q103MCKMcKesson Corp$191.8M0.40%285,012CommonSOLE
09857L108BKNGBooking Holdings Inc$188.5M0.40%40,920CommonSOLE
023608102AEEAmeren Corp$187.9M0.39%1,871,375CommonSOLE
172908105CTASCintas Corp$187.2M0.39%910,985CommonSOLE
882508104TXNTexas Instruments Inc$183.7M0.39%1,022,446CommonSOLE
46120E602ISRGIntuitive Surgical Inc$182.9M0.38%369,289CommonSOLE
060505104BACBank of America Corp$176.0M0.37%4,217,071CommonSOLE
78409V104SPGIS&P Global Inc$175.8M0.37%346,045CommonSOLE
375558103GILDGilead Sciences Inc$173.4M0.36%1,547,298CommonSOLE
45866F104ICEIntercontinental Exchange Inc$168.4M0.35%976,048CommonSOLE
38141G104GSGoldman Sachs Group, Inc., The$166.5M0.35%304,839CommonSOLE
502431109LHXL3Harris Technologies Inc$164.3M0.34%784,948CommonSOLE
243537107DECKDeckers Outdoor Corp$157.7M0.33%1,410,262CommonSOLE
169656105CMGChipotle Mexican Grill Inc$153.7M0.32%3,060,404CommonSOLE
90353T100UBERUber Technologies Inc$152.8M0.32%2,097,714CommonSOLE
G96629103WTWWillis Towers Watson PLC$151.0M0.32%446,734CommonSOLE
91307C102UTHRUnited Therapeutics Corp$147.3M0.31%477,757CommonSOLE
369604301GEGeneral Electric Co$145.0M0.30%724,357CommonSOLE
026874784AIGAmerican International Group Inc$142.7M0.30%1,641,190CommonSOLE
629377508NRGNRG Energy Inc$141.4M0.30%1,481,120CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$141.2M0.30%222,614CommonSOLE
745867101PHMPulteGroup Inc$141.0M0.30%1,371,589CommonSOLE
H1467J104CBChubb Ltd$141.0M0.30%466,740CommonSOLE
92939U106WECWEC Energy Group Inc$138.2M0.29%1,267,856CommonSOLE
235851102DHRDanaher Corp$137.5M0.29%670,926CommonSOLE
29250N105ENBEnbridge Inc$134.8M0.28%3,046,553CommonSOLE
58733R102MELIMercadoLibre Inc$131.5M0.28%67,410CommonSOLE
879360105TDYTeledyne Technologies Inc$130.7M0.27%262,618CommonSOLE
46429B697USMViShares MSCI USA Min Vol Factor ETF$130.7M0.27%1,395,133CommonSOLE
G54950103LINLinde PLC$129.1M0.27%277,288CommonSOLE
82509L107SHOPShopify Inc$127.5M0.27%1,340,230CommonSOLE
713448108PEPPepsiCo Inc$126.3M0.27%842,572CommonSOLE
620076307MSIMotorola Solutions Inc$125.8M0.26%287,441CommonSOLE
62944T105NVRNVR Inc$124.7M0.26%17,217CommonSOLE
29084Q100EMEEMCOR Group Inc$124.6M0.26%337,071CommonSOLE
149123101CATCaterpillar Inc$124.2M0.26%376,718CommonSOLE
036752103ELVElevance Health Inc$124.0M0.26%285,067CommonSOLE
833034101SNASnap-on Inc$123.0M0.26%365,028CommonSOLE
040413205ANETArista Networks Inc$121.8M0.26%1,572,353CommonSOLE
09290D101BLKBlackrock Inc$121.2M0.25%128,017CommonSOLE
032095101APHAmphenol Corp$120.4M0.25%1,835,151CommonSOLE
H2906T109GRMNGarmin Ltd$119.3M0.25%549,417CommonSOLE
651639106NEMNewmont Corp$116.4M0.24%2,411,264CommonSOLE
962879102WPMWheaton Precious Metals Corp$115.2M0.24%1,485,326CommonSOLE
81762P102NOWServiceNow Inc$114.5M0.24%143,843CommonSOLE
380237107GDDYGoDaddy Inc$114.3M0.24%634,267CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$113.7M0.24%1,049,196CommonSOLE
053015103ADPAutomatic Data Processing Inc$111.7M0.23%365,557CommonSOLE
002824100ABTAbbott Laboratories$110.9M0.23%835,972CommonSOLE
34959E109FTNTFortinet Inc$110.3M0.23%1,145,571CommonSOLE
416515104HIGHartford Financial Services Group Inc, The$108.2M0.23%874,201CommonSOLE
50212V100LPLALPL Financial Holdings Inc$107.7M0.23%329,178CommonSOLE
863667101SYKStryker Corp$105.9M0.22%284,613CommonSOLE
20030N101CMCSAComcast Corp$103.9M0.22%2,814,867CommonSOLE
98980L101ZNGAZoom Communications Inc$103.3M0.22%1,399,652CommonSOLE
550021109LULULululemon Athletica Inc$103.0M0.22%363,720CommonSOLE
46982L108JJacobs Solutions Inc$102.7M0.22%849,339CommonSOLE
539830109LMTLockheed Martin Corp$102.6M0.22%229,626CommonSOLE
13646K108CPChemin de fer Canadien Pacifique Limitee$102.6M0.22%1,461,570CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR Fund$100.9M0.21%1,236,030CommonSOLE
68827L101OREURRedevances Auriferes Osisko Ltee$100.6M0.21%4,767,074CommonSOLE
194162103CLColgate-Palmolive Co$98.6M0.21%1,052,006CommonSOLE
30161Q104EXELExelixis Inc$98.1M0.21%2,657,782CommonSOLE
12504L109CBRECBRE Group Inc$96.8M0.20%740,262CommonSOLE
H50430232LOGILogitech International SA$96.3M0.20%1,152,251CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$93.6M0.20%708,200CommonSOLE
624756102MLIMueller Industries Inc$93.3M0.20%1,224,842CommonSOLE
761152107RMDResMed Inc$93.1M0.20%416,043CommonSOLE
22822V101CCICrown Castle Inc$92.8M0.19%890,556CommonSOLE
G8994E103TTTrane Technologies PLC$92.8M0.19%275,491CommonSOLE
256163106DOCUDocuSign Inc$92.0M0.19%1,129,741CommonSOLE
98138H101WDAYWorkday Inc$91.8M0.19%393,148CommonSOLE
25809K105DASHDoorDash Inc$91.6M0.19%501,172CommonSOLE
92840M102VSTVistra Corp$91.5M0.19%778,806CommonSOLE
75513E101RTXRTX Corp$90.0M0.19%679,612CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$88.9M0.19%929,434CommonSOLE
457187102INGRIngredion Inc$88.2M0.18%652,156CommonSOLE
L8681T102SPOTSpotify Technology SA$87.0M0.18%158,090CommonSOLE
11271J107BNBrookfield Corp$86.7M0.18%1,656,576CommonSOLE
025816109AXPAmerican Express Co$85.8M0.18%318,745CommonSOLE
60871R209TAPMolson Coors Beverage Co$84.0M0.18%1,380,377CommonSOLE
72352L106PINSPinterest Inc$83.6M0.18%2,696,340CommonSOLE
172062101CINFCincinnati Financial Corp$83.5M0.18%565,258CommonSOLE
459200101IBMInternational Business Machines Corp$82.1M0.17%330,222CommonSOLE
30040W108ESEversource Energy$80.2M0.17%1,290,790CommonSOLE
099502106BAHBooz Allen Hamilton Holding Corp$78.5M0.16%750,238CommonSOLE
384802104GWWWW Grainger Inc$78.1M0.16%79,015CommonSOLE
038222105AMATApplied Materials Inc$77.5M0.16%534,347CommonSOLE
922908553VNQVanguard Real Estate ETF$76.5M0.16%845,100CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR Fund$76.0M0.16%520,632CommonSOLE
654106103NKENike Inc$74.4M0.16%1,172,014CommonSOLE
36828A101GEVGE Vernova Inc$73.7M0.15%241,400CommonSOLE
910047109UALUnited Airlines Holdings Inc$72.7M0.15%1,053,177CommonSOLE
512807306LRCXLam Research Corp$72.3M0.15%994,716CommonSOLE
278865100ECLEcolab Inc$71.3M0.15%281,374CommonSOLE
855244109SBUXStarbucks Corp$71.3M0.15%726,702CommonSOLE
009066101ABNBAirbnb Inc$70.9M0.15%593,088CommonSOLE
609207105MDLZMondelez International Inc$70.8M0.15%1,043,272CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$70.5M0.15%167,974CommonSOLE
501044101KRKroger Company, The$70.4M0.15%1,039,349CommonSOLE
031100100AMEAmetek Inc$70.3M0.15%408,608CommonSOLE
666807102NOCNorthrop Grumman Corp$70.3M0.15%137,370CommonSOLE
58506Q109MEDPMedpace Holdings Inc$70.2M0.15%230,524CommonSOLE
097023105BABoeing Company, The$69.2M0.15%405,517CommonSOLE
892672106TWTradeweb Markets Inc$69.0M0.14%464,634CommonSOLE
61174X109MNSTMonster Beverage Corp$68.7M0.14%1,174,385CommonSOLE
337738108FISVFiserv Inc$66.6M0.14%301,530CommonSOLE
031162100AMGNAmgen Inc$66.4M0.14%213,177CommonSOLE
26210C104DBXDropbox Inc$66.3M0.14%2,482,705CommonSOLE
110122108BMYBristol-Myers Squibb Co$66.0M0.14%1,081,939CommonSOLE
891160509TDBanque Toronto-Dominion, La$65.5M0.14%1,092,987CommonSOLE
29444U700EQIXEquinix Inc$64.7M0.14%79,393CommonSOLE
461202103INTUIntuit Inc$64.6M0.14%105,250CommonSOLE
552848103MTGMGIC Investment Corp$64.4M0.14%2,597,602CommonSOLE
74340W103PLDPrologis Inc$64.1M0.13%573,528CommonSOLE
693475105PNCPNC Financial Services Group Inc, The$63.4M0.13%360,883CommonSOLE
74460D109PSAPublic Storage$62.9M0.13%210,271CommonSOLE
526057104LENLennar Corp$62.6M0.13%544,986CommonSOLE
65339F101NEENextEra Energy Inc$61.8M0.13%871,655CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$60.5M0.13%124,847CommonSOLE
00508Y102AYIAcuity Brands Inc$59.7M0.13%226,615CommonSOLE
68389X105ORCLOracle Corp$58.6M0.12%419,062CommonSOLE
40637H109HALOHalozyme Therapeutics Inc$58.1M0.12%910,169CommonSOLE
609839105MPWRMonolithic Power Systems Inc$57.5M0.12%99,191CommonSOLE
351858105FNVFranco-Nevada Corp$57.5M0.12%365,812CommonSOLE
784117103SEICSEI Investments Co$57.2M0.12%737,247CommonSOLE
92345Y106VRSKVerisk Analytics Inc$55.9M0.12%187,692CommonSOLE
74935Q107RBARB Global Inc$55.5M0.12%552,805CommonSOLE
349553107FTSFortis Inc$54.8M0.12%1,204,062CommonSOLE
866796105SLFFinanciere Sun Life du Canada, Inc$54.2M0.11%946,673CommonSOLE
91529Y106UNMUnum Group$53.1M0.11%651,878CommonSOLE
303250104FICOFair Isaac Corp$52.5M0.11%28,447CommonSOLE
681936100OHIOmega Healthcare Investors Inc$52.2M0.11%1,371,945CommonSOLE
254687106DISWalt Disney Co, The$52.1M0.11%527,939CommonSOLE
94106L109WMWaste Management Inc$50.9M0.11%219,768CommonSOLE
007903107AMDAdvanced Micro Devices Inc$50.6M0.11%492,590CommonSOLE
697435105PANWPalo Alto Networks Inc$50.2M0.11%294,333CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$50.2M0.11%220,482CommonSOLE
562750109MANHManhattan Associates Inc$50.0M0.10%289,229CommonSOLE
458140100INTCIntel Corp$49.8M0.10%2,191,279CommonSOLE
81141R100SESea Ltd$49.4M0.10%378,795CommonSOLE
G29183103ETNEaton Corp PLC$49.3M0.10%181,522CommonSOLE
36168Q104GFLGFL Environmental Inc$49.2M0.10%1,018,512CommonSOLE
670346105NUENucor Corp$49.2M0.10%408,685CommonSOLE
278642103EBAYeBay Inc$49.1M0.10%725,488CommonSOLE
828806109SPGSimon Property Group Inc$48.5M0.10%292,300CommonSOLE
125269100CFCF Industries Holdings Inc$48.5M0.10%620,345CommonSOLE
78410G104SBACSBA Communications Corp$48.3M0.10%219,720CommonSOLE
020002101ALLAllstate Corp, The$48.3M0.10%233,125CommonSOLE
199908104FIXComfort Systems USA Inc$48.1M0.10%149,073CommonSOLE
717081103PFEPfizer Inc$48.0M0.10%1,893,722CommonSOLE
370334104GISGeneral Mills Inc$47.7M0.10%798,485CommonSOLE
98955K104ZVIAZevia PBC$47.6M0.10%22,022,092CommonSOLE
482480100KLACKLA Corp$46.8M0.10%68,811CommonSOLE
74144T108TROWT Rowe Price Group Inc$46.3M0.10%504,075CommonSOLE
001055102AFLAflac Inc$46.2M0.10%415,538CommonSOLE
032654105ADIAnalog Devices Inc$46.0M0.10%228,000CommonSOLE
172755100CRUSCirrus Logic Inc$45.4M0.10%455,697CommonSOLE
922475108VEEVVeeva Systems Inc$44.8M0.09%193,599CommonSOLE
617446448MSMorgan Stanley$44.3M0.09%379,786CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$44.2M0.09%399,648CommonSOLE
969457100WMBWilliams Cos Inc, The$44.2M0.09%739,200CommonSOLE
204166102CVLTCommVault Systems Inc$44.1M0.09%279,547CommonSOLE
87165B103SYFSynchrony Financial$44.0M0.09%831,397CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$44.0M0.09%214,149CommonSOLE
125523100CICigna Group/The$43.9M0.09%133,551CommonSOLE
92936U109WPCWP Carey Inc$43.3M0.09%686,142CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR Fund$42.6M0.09%442,003CommonSOLE
35137L105FOXAFox Corp$42.4M0.09%749,394CommonSOLE
902973304USBUS Bancorp$42.0M0.09%993,900CommonSOLE
81369Y100XLBMaterials Select Sector SPDR Fund$41.4M0.09%481,462CommonSOLE
595112103MUMicron Technology Inc$41.4M0.09%476,103CommonSOLE
30212P303EXPEExpedia Group Inc$40.6M0.09%241,320CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$39.9M0.08%477,922CommonSOLE
26614N102DDDuPont de Nemours Inc$39.5M0.08%528,711CommonSOLE
907818108UNPUnion Pacific Corp$39.4M0.08%166,837CommonSOLE
315616102FFIVF5 Inc$39.1M0.08%147,017CommonSOLE
808513105SCHWCharles Schwab Corp, The$38.6M0.08%493,400CommonSOLE
70450Y103PYPLPayPal Holdings Inc$38.2M0.08%585,340CommonSOLE
45337C102INCYIncyte Corp$37.7M0.08%622,523CommonSOLE
98389B100XELXcel Energy Inc$37.5M0.08%529,837CommonSOLE
25746U109DDominion Resources Inc$37.4M0.08%667,012CommonSOLE
615369105MCOMoody's Corp$37.1M0.08%79,595CommonSOLE
04016X101ARGXArgenx SE$36.7M0.08%62,074CommonSOLE
37045V100GMGeneral Motors Co$36.2M0.08%770,767CommonSOLE
892356106TSCOTractor Supply Co$35.9M0.08%651,833CommonSOLE
778296103ROSTRoss Stores Inc$35.8M0.08%279,795CommonSOLE
406216101HALHalliburton Co$35.6M0.07%1,401,845CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$35.1M0.07%1,026,381CommonSOLE
05722G100BKRBaker Hughes Co$35.0M0.07%797,200CommonSOLE
911363109URIUnited Rentals Inc$34.6M0.07%55,245CommonSOLE
969904101WSMWilliams-Sonoma Inc$34.0M0.07%215,132CommonSOLE
23331A109DHIDR Horton Inc$33.9M0.07%266,911CommonSOLE
464287200IVViShares Core S&P 500 ETF$33.7M0.07%60,000CommonSOLE
15135B101CNCCentene Corp$33.5M0.07%552,467CommonSOLE
136069101CMBanque Canadienne Imperiale de Commerce$33.2M0.07%590,743CommonSOLE
832696405SJMJM Smucker Company, The$33.1M0.07%279,155CommonSOLE
05577W200DOOBRP Inc$33.0M0.07%977,000CommonSOLE
689648103OTTROtter Tail Corp$32.7M0.07%406,321CommonSOLE
824348106SHWSherwin-Williams Co, The$32.5M0.07%93,021CommonSOLE
46817M107JXNJackson Financial Inc$32.4M0.07%386,377CommonSOLE
16411R208LNGCheniere Energy Inc$31.8M0.07%137,553CommonSOLE
883556102TMOThermo Fisher Scientific Inc$31.8M0.07%63,951CommonSOLE
842587107SOSouthern Company, The$30.5M0.06%332,241CommonSOLE
902494103TSNTyson Foods Inc$30.4M0.06%475,685CommonSOLE
759509102RSReliance Inc$29.7M0.06%102,996CommonSOLE
31428X106FDXFedEx Corp$29.6M0.06%121,515CommonSOLE
754730109RJFRaymond James Financial Inc$29.4M0.06%211,724CommonSOLE
570535104MKLMarkel Group Inc$29.2M0.06%15,618CommonSOLE
57686G105MATXMatson Inc$29.2M0.06%227,636CommonSOLE
29530P102ERIEErie Indemnity Co$29.1M0.06%69,356CommonSOLE
03783C100APPFAppfolio Inc$28.7M0.06%130,737CommonSOLE
217204106CPRTCopart Inc$28.7M0.06%507,971CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$28.4M0.06%370,592CommonSOLE
227046109CROXCrocs Inc$27.5M0.06%259,025CommonSOLE
363576109AJGArthur J Gallagher & Co$27.3M0.06%78,944CommonSOLE
268150109DTDynatrace Inc$27.2M0.06%576,732CommonSOLE
369550108GDGeneral Dynamics Corp$27.0M0.06%99,192CommonSOLE
95040Q104WELLWelltower Inc$26.8M0.06%175,058CommonSOLE
756109104ORealty Income Corp$26.4M0.06%454,450CommonSOLE
89677Q107TCOMTrip.com Group Ltd$26.2M0.05%412,285CommonSOLE
749685103RPMRPM International Inc$26.0M0.05%224,519CommonSOLE
444859102HUMHumana Inc$25.1M0.05%94,990CommonSOLE
806857108SLBSchlumberger NV$25.0M0.05%598,830CommonSOLE
G2519Y108BAPCredicorp Ltd$24.9M0.05%133,823CommonSOLE
690742101OCOwens Corning$24.9M0.05%174,308CommonSOLE
260003108DOVDover Corp$24.9M0.05%141,642CommonSOLE
15101Q207CLSCelestica Inc$24.6M0.05%311,962CommonSOLE
12008R107BLDRBuilders FirstSource Inc$24.5M0.05%196,386CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$24.5M0.05%297,846CommonSOLE
466313103JBLJabil Inc$24.2M0.05%178,003CommonSOLE
83088M102SWKSSkyworks Solutions Inc$24.2M0.05%374,069CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$24.2M0.05%1,700,484CommonSOLE
21037T109CEGConstellation Energy Corp$24.0M0.05%119,242CommonSOLE
084423102WRBW R Berkley Corp$24.0M0.05%337,625CommonSOLE
Y2573F102FLEXFlex Ltd$24.0M0.05%726,222CommonSOLE
011532108AGIAlamos Gold Inc$24.0M0.05%898,762CommonSOLE
48203R104JNPJuniper Networks Inc$23.7M0.05%656,243CommonSOLE
62955J103NOVNOV Inc$23.6M0.05%1,549,896CommonSOLE
55261F104MTBM&T Bank Corp$23.0M0.05%128,653CommonSOLE
13321L108CCJCameco Corp$23.0M0.05%558,586CommonSOLE
958102105WDCWestern Digital Corp$22.8M0.05%565,161CommonSOLE
G7709Q104RPRXRoyalty Pharma PLC$22.8M0.05%731,401CommonSOLE
983793100XPOXPO Inc$22.8M0.05%211,610CommonSOLE
443201108HWMHowmet Aerospace Inc$22.7M0.05%175,290CommonSOLE
311900104FASTFastenal Co$22.6M0.05%291,371CommonSOLE
929740108WABWabtec Corp$22.6M0.05%124,536CommonSOLE
174610105CFGCitizens Financial Group Inc$22.4M0.05%546,669CommonSOLE
88033G407THCTenet Healthcare Corp$22.1M0.05%164,192CommonSOLE
538034109LYVLive Nation Entertainment Inc$22.0M0.05%168,344CommonSOLE
650111107NYTNew York Times Company , The$21.8M0.05%438,900CommonSOLE
98980G102ZSZscaler Inc$21.6M0.05%108,677CommonSOLE
92343E102VRSNVeriSign Inc$21.3M0.04%83,717CommonSOLE
526107107LIILennox International Inc$20.8M0.04%37,089CommonSOLE
49446R109KIMKimco Realty Corp$20.3M0.04%956,745CommonSOLE
665859104NTRSNorthern Trust Corp$20.3M0.04%205,828CommonSOLE
857477103STTState Street Corp$20.2M0.04%225,917CommonSOLE
G51502105JCIJohnson Controls International plc$20.0M0.04%250,000CommonSOLE
244199105DEDeere & Co$20.0M0.04%42,537CommonSOLE
87807B107TRPTransCanada Corporation$19.8M0.04%418,316CommonSOLE
254709108DFSEURDiscover Financial Services$19.6M0.04%114,809CommonSOLE
87612G101TRGPTarga Resources Corp$19.4M0.04%96,886CommonSOLE
87612E106TGTTarget Corp$19.0M0.04%182,429CommonSOLE
35671D857FCXFreeport-McMoRan Inc$18.9M0.04%500,000CommonSOLE
219948106CPAYCorpay Inc$18.6M0.04%53,334CommonSOLE
69331C108PCGPG&E Corp$18.2M0.04%1,056,730CommonSOLE
14149Y108CAHCardinal Health Inc$17.8M0.04%129,351CommonSOLE
56501R106MFCSociete Financiere Manuvie$17.5M0.04%563,134CommonSOLE
075887109BDXBecton Dickinson & Co$17.5M0.04%76,525CommonSOLE
219350105GLWCorning Inc$17.4M0.04%381,100CommonSOLE
G02602103DOXAmdocs Ltd$16.9M0.04%184,727CommonSOLE
03820C105AITApplied Industrial Technologies Inc$16.7M0.04%74,175CommonSOLE
64110D104NTAPNetApp Inc$16.7M0.03%189,839CommonSOLE
426281101JKHYJack Henry & Associates Inc$16.7M0.03%91,257CommonSOLE
260557103DOWDow Inc$16.6M0.03%474,057CommonSOLE
34959J108FTVFortive Corp$16.5M0.03%226,000CommonSOLE
256677105DGDollar General Corp$15.9M0.03%181,330CommonSOLE
002896207ANFAbercrombie & Fitch Co$15.8M0.03%206,777CommonSOLE
90138F102TWLOTwilio Inc$15.6M0.03%159,016CommonSOLE
775711104ROLRollins Inc$15.3M0.03%283,852CommonSOLE
G0176J109ALLEAllegion plc$15.1M0.03%115,589CommonSOLE
G7S00T104PNRPentair PLC$15.0M0.03%170,973CommonSOLE
200340107CMAComerica Inc$14.8M0.03%250,000CommonSOLE
366651107ITGartner Inc$14.5M0.03%34,643CommonSOLE
03769M106APOApollo Global Management Inc$14.5M0.03%105,629CommonSOLE
064149107BNSBanque de Nouvelle-Ecosse, La$14.3M0.03%301,000CommonSOLE
049468101TEAMAtlassian Corp$14.2M0.03%66,731CommonSOLE
16359R103CHEChemed Corp$14.0M0.03%22,826CommonSOLE
744320102PRUPrudential Financial Inc$13.9M0.03%124,904CommonSOLE
758849103REGRegency Centers Corp$13.9M0.03%188,357CommonSOLE
457730109INSPInspire Medical Systems Inc$13.6M0.03%85,167CommonSOLE
858119100STLDSteel Dynamics Inc$13.5M0.03%107,748CommonSOLE
127055101CBTCabot Corp$13.4M0.03%160,628CommonSOLE
668771108GENGen Digital Inc$13.3M0.03%500,679CommonSOLE
693718108PCARPaccar Inc$13.3M0.03%136,408CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$13.2M0.03%70,000CommonSOLE
647581206EDUNew Oriental Education & Technology Group Inc$13.0M0.03%272,651CommonSOLE
316773100FITBFifth Third Bancorp$13.0M0.03%330,612CommonSOLE
574599106MASMasco Corp$12.9M0.03%185,791CommonSOLE
159864107CRLCharles River Laboratories International Inc$12.8M0.03%85,000CommonSOLE
80013R206AYS1Sandstorm Gold Ltd$12.7M0.03%1,690,018CommonSOLE
751212101RLRalph Lauren Corp$12.7M0.03%57,500CommonSOLE
436440101HO1Hologic Inc$12.7M0.03%204,887CommonSOLE
942622200WSOWatsco Inc$12.6M0.03%24,755CommonSOLE
626755102MUSAMurphy USA Inc$12.4M0.03%26,489CommonSOLE
29476L107EQREquity Residential$12.4M0.03%173,359CommonSOLE
H42097107UBSUBS Group AG$12.4M0.03%408,401CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$12.2M0.03%34,600CommonSOLE
277432100EMNEastman Chemical Co$12.1M0.03%137,030CommonSOLE
281020107EIXEdison International$12.0M0.03%203,022CommonSOLE
773903109ROKRockwell Automation Inc$11.4M0.02%44,306CommonSOLE
45784P101PODDInsulet Corp$11.4M0.02%43,372CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$11.3M0.02%730,982CommonSOLE
16119P108CHTRCharter Communications Inc$11.3M0.02%30,592CommonSOLE
09062X103BIIBBiogen Inc$11.2M0.02%81,900CommonSOLE
872590104TMUST-Mobile US Inc$11.2M0.02%41,829CommonSOLE
30161N101EXCExelon Corp$11.2M0.02%242,000CommonSOLE
14040H105COFCapital One Financial Corporation$11.1M0.02%61,832CommonSOLE
759351604RGAReinsurance Group of America Inc$11.0M0.02%55,840CommonSOLE
871829107SYYSysco Corp$11.0M0.02%146,117CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPDR Fund$10.8M0.02%54,728CommonSOLE
988498101YUMYum! Brands Inc$10.8M0.02%68,566CommonSOLE
253868103DLRDigital Realty Trust Inc$10.7M0.02%75,000CommonSOLE
695156109PKGPackaging Corp of America$10.7M0.02%54,255CommonSOLE
888787108TOSTToast Inc$10.6M0.02%320,973CommonSOLE
98850P109YUMCYum China Holdings Inc$10.5M0.02%202,318CommonSOLE
37940X102GPNGlobal Payments Inc$10.1M0.02%103,489CommonSOLE
053484101AVBAvalonBay Communities Inc$10.1M0.02%47,054CommonSOLE
443510607HUBBHubbell Inc$10.1M0.02%30,517CommonSOLE
79589L106IOTSamsara Inc$10.1M0.02%263,000CommonSOLE
231021106CMICummins Inc$10.1M0.02%32,159CommonSOLE
55354G100MSCIMSCI Inc$9.9M0.02%17,547CommonSOLE
92537N108VRTVertiv Holdings Co$9.7M0.02%134,413CommonSOLE
171340102CHDChurch & Dwight Co Inc$9.6M0.02%86,772CommonSOLE
343412102FLRFluor Corp$9.4M0.02%261,348CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$9.3M0.02%103,510CommonSOLE
191098102COKECoca-Cola Consolidated Inc$9.0M0.02%6,648CommonSOLE
7591EP100RFRegions Financial Corp$8.8M0.02%406,880CommonSOLE
191241108KOFCoca-Cola Femsa SAB de CV$8.8M0.02%96,200CommonSOLE
651587107NEUNewMarket Corp$8.7M0.02%15,405CommonSOLE
67059N108NTNXNutanix Inc$8.6M0.02%122,924CommonSOLE
559222401MGAMagna International Inc$8.4M0.02%247,588CommonSOLE
464286772EWYiShares MSCI South Korea ETF$8.4M0.02%154,900CommonSOLE
237194105DRIDarden Restaurants Inc$8.3M0.02%40,012CommonSOLE
23804L103DDOGDatadog Inc$8.3M0.02%83,408CommonSOLE
03831W108APPAppLovin Corp$8.2M0.02%31,042CommonSOLE
693656100PVHPVH Corp$8.2M0.02%127,062CommonSOLE
780287108RGLDRoyal Gold Inc$8.2M0.02%50,136CommonSOLE
90384S303ULTAUlta Beauty Inc$8.1M0.02%22,084CommonSOLE
379577208GMEDGlobus Medical Inc$7.9M0.02%108,600CommonSOLE
654902204NOKNokia Oyj$7.9M0.02%1,503,905CommonSOLE
053807103AVTAvnet Inc$7.9M0.02%163,974CommonSOLE
064058100BKBank of New York Mellon Corp, The$7.8M0.02%93,004CommonSOLE
302941109FCNFTI Consulting Inc$7.7M0.02%47,000CommonSOLE
688239201OSKOshkosh Corp$7.6M0.02%80,900CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$7.6M0.02%45,693CommonSOLE
009158106APDAir Products and Chemicals Inc$7.5M0.02%25,534CommonSOLE
039483102ADMArcher Daniels Midland Company$7.5M0.02%156,410CommonSOLE
052769106ADSKAutodesk Inc$7.4M0.02%28,424CommonSOLE
14448C104CARRCarrier Global Corp$7.4M0.02%117,313CommonSOLE
45104G104IBNICICI Bank Ltd$7.3M0.02%231,200CommonSOLE
04621X108AIZAssurant Inc$7.3M0.02%34,633CommonSOLE
364760108GAPGap Inc, The$7.2M0.02%349,665CommonSOLE
G0403H108AONAon PLC$7.1M0.01%17,743CommonSOLE
127387108CDNSCadence Design Systems Inc$7.0M0.01%27,571CommonSOLE
26603R106DUOLDuolingo Inc$7.0M0.01%22,561CommonSOLE
871607107SNPSSynopsys Inc$7.0M0.01%16,273CommonSOLE
571903202MARMarriott International Inc$6.9M0.01%28,764CommonSOLE
84265V105SCCOSouthern Copper Corp$6.7M0.01%72,185CommonSOLE
89832Q109TFCTruist Financial Corp$6.7M0.01%163,030CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$6.4M0.01%23,763CommonSOLE
247361702DALDelta Air Lines Inc$6.4M0.01%146,467CommonSOLE
142339100CSLCarlisle Cos Inc$6.4M0.01%18,678CommonSOLE
75734B100RDDTReddit Inc$6.3M0.01%60,500CommonSOLE
12503M108CBOECboe Global Markets Inc$6.3M0.01%27,936CommonSOLE
302130109EXPDExpeditors International of Washington Inc$6.3M0.01%52,196CommonSOLE
134429109CPBThe Campbell's Company$6.3M0.01%156,765CommonSOLE
60855R100MOHMolina Healthcare Inc$6.2M0.01%18,875CommonSOLE
493267108KEYKeyCorp$6.2M0.01%384,800CommonSOLE
573874104MRVLMarvell Technology Inc$6.1M0.01%99,601CommonSOLE
98980A105ZTOZTO Express Cayman Inc$6.0M0.01%304,635CommonSOLE
680223104ORIOld Republic International Corp$5.9M0.01%150,900CommonSOLE
01644J108ALKTAlkami Technology Inc$5.8M0.01%220,000CommonSOLE
36118L106FUTUFutu Holdings Ltd$5.7M0.01%55,990CommonSOLE
464287465EFAiShares MSCI EAFE ETF$5.7M0.01%69,847CommonSOLE
45841N107IBKRInteractive Brokers Group Inc$5.6M0.01%34,029CommonSOLE
912008109USFDUS Foods Holding Corp$5.6M0.01%85,553CommonSOLE
989701107ZIONZions Bancorporation NA$5.6M0.01%112,100CommonSOLE
31946M103FCNCAFirst Citizens BancShares Inc$5.5M0.01%2,991CommonSOLE
147528103CASYCasey's General Stores Inc$5.5M0.01%12,760CommonSOLE
146869102CVNACarvana Co$5.5M0.01%26,482CommonSOLE
143658300CCL1EURCarnival Corp$5.5M0.01%279,500CommonSOLE
946784105WAYWaystar Holding Corp$5.4M0.01%144,000CommonSOLE
29452E101EQHEquitable Holdings Inc$5.4M0.01%103,170CommonSOLE
071813109BAXBaxter International Inc$5.3M0.01%156,254CommonSOLE
878742204TECKTeck Resources Ltd$5.3M0.01%145,636CommonSOLE
833445109SNOWSnowflake Inc$5.3M0.01%36,234CommonSOLE
925652109VICIVICI Properties Inc$5.1M0.01%155,164CommonSOLE
701094104PHParker-Hannifin Corp$5.0M0.01%8,260CommonSOLE
252131107DXCMDexcom Inc$5.0M0.01%73,348CommonSOLE
410120109HWCHancock Whitney Corp$5.0M0.01%95,400CommonSOLE
464287234EEMiShares MSCI Emerging Markets ETF$4.9M0.01%113,134CommonSOLE
443573100HUBSHubSpot Inc$4.9M0.01%8,529CommonSOLE
11135E203BNLBroadstone Net Lease Inc$4.9M0.01%285,800CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$4.8M0.01%3,385CommonSOLE
33829M101FIVEFive Below Inc$4.8M0.01%63,500CommonSOLE
464288281EMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4.7M0.01%51,584CommonSOLE
85423L103SAROStandardaero Inc$4.7M0.01%175,000CommonSOLE
464286400EWZiShares MSCI Brazil ETF$4.5M0.01%173,700CommonSOLE
115236101BROBrown & Brown Inc$4.5M0.01%36,001CommonSOLE
320517105FHNFirst Horizon Corp$4.5M0.01%230,100CommonSOLE
M98068105WIXWix.com Ltd$4.4M0.01%27,193CommonSOLE
29472R108ELSEquity LifeStyle Properties Inc$4.4M0.01%66,594CommonSOLE
427866108HSYHershey Co, The$4.4M0.01%25,842CommonSOLE
7495271071RGREV Group Inc$4.3M0.01%134,900CommonSOLE
000957100ABMABM Industries Inc$4.3M0.01%89,900CommonSOLE
540424108LLoews Corp$4.2M0.01%46,161CommonSOLE
87161C501SYU1Synovus Financial Corp$4.2M0.01%90,400CommonSOLE
00090Q103ADTADT Inc$4.2M0.01%515,400CommonSOLE
440452100HRLHormel Foods Corp$4.2M0.01%135,340CommonSOLE
30225T102EXRExtra Space Storage Inc$4.1M0.01%27,464CommonSOLE
704326107PAYXPaychex Inc$4.1M0.01%26,409CommonSOLE
884903808TRI4EURThomson Reuters Corp$4.1M0.01%23,580CommonSOLE
525327102LDOSLeidos Holdings Inc$4.1M0.01%30,063CommonSOLE
579780206MKCMcCormick & Co Inc$4.0M0.01%48,850CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$4.0M0.01%56,867CommonSOLE
750236101RDNRadian Group Inc$4.0M0.01%121,400CommonSOLE
393657101GBXGreenbrier Cos Inc, The$4.0M0.01%78,300CommonSOLE
03027X100AMTAmerican Tower Corp$4.0M0.01%18,283CommonSOLE
860630102SFStifel Financial Corp$3.7M0.01%39,700CommonSOLE
92763W103VIPSVipshop Holdings Ltd$3.6M0.01%232,400CommonSOLE
056525108BMIBadger Meter Inc$3.6M0.01%18,742CommonSOLE
126650100CVSCVS Health Corp$3.5M0.01%51,130CommonSOLE
48251W104KKRKKR & Co Inc$3.4M0.01%29,134CommonSOLE
88339J105TTDTrade Desk Inc, The$3.3M0.01%60,000CommonSOLE
500754106KHCKraft Heinz Co, The$3.3M0.01%107,856CommonSOLE
29670E107EPRTEssential Properties Realty Trust Inc$3.2M0.01%98,892CommonSOLE
883203101TXTTextron Inc$3.2M0.01%44,100CommonSOLE
74624M102PPure Storage Inc$3.2M0.01%71,857CommonSOLE
783549108RRyder System Inc$3.2M0.01%22,100CommonSOLE
256746108DLTRDollar Tree Inc$3.2M0.01%42,100CommonSOLE
57667L107MTCHMatch Group Inc$3.2M0.01%101,100CommonSOLE
78781J109SAILSailPoint Inc$3.1M0.01%165,600CommonSOLE

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.