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CI INVESTMENTS INC.

Q3 2023 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2023-11-13 · accession 0001163648-23-000012

$17.9M
Reported value
1,295
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1295

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$877,3614.89%2,778,659CommonSOLE
023135106AMZNAMAZON COM INC$723,6524.04%5,692,669CommonSOLE
57636Q104MAMASTERCARD INC$580,9443.24%1,467,365CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$510,9642.85%1,013,436CommonSOLE
02079K107GOOGALPHABET INC$482,6212.69%3,660,377CommonSOLE
532457108LLYLILLY ELI & CO$466,9622.61%869,366CommonSOLE
037833100AAPLAPPLE INC$457,4202.55%2,671,691CommonSOLE
67066G104NVDANVIDIA CORPORATION$374,0102.09%859,814CommonSOLE
02079K305GOOGLALPHABET INC$313,7331.75%2,397,465CommonSOLE
30303M102METAMETA PLATFORMS INC$305,7251.71%1,018,372CommonSOLE
92826C839VVISA INC$300,1191.67%1,304,810CommonSOLE
16411R208LNGCHENIERE ENERGY INC$272,1181.52%1,639,663CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$260,2161.45%2,994,427CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$241,9631.35%1,668,477CommonSOLE
912008109USFDUS FOODS HLDG CORP$235,9531.32%5,943,414CommonSOLE
444859102HUMHUMANA INC$231,1341.29%475,077CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$229,4811.28%453,368CommonSOLE
92189F676SMHVANECK ETF TRUST$225,1981.26%1,553,303CommonSOLE
74340W103PLDPROLOGIS INC.$217,5881.21%1,939,117CommonSOLE
863667101SYKSTRYKER CORPORATION$211,2591.18%773,080CommonSOLE
060505104BACBK OF AMERICA CORP$209,6561.17%7,657,252CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$208,0871.16%2,023,796CommonSOLE
816851109SRESEMPRA ENERGY$181,8101.01%2,672,497CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$176,1910.98%5,229,781CommonSOLE
654106103NKENIKE INC$176,1810.98%1,842,515CommonSOLE
00724F101ADBEADOBE SYSTEMS INCORPORATED$158,9100.89%311,650CommonSOLE
78409V104SPGIS&P GLOBAL INC$152,7480.85%418,017CommonSOLE
81762P102NOWSERVICENOW INC$147,6880.82%264,219CommonSOLE
464287176TIPISHARES TR$141,9460.79%1,368,550CommonSOLE
48251W104KKRKKR & CO INC$137,4130.77%2,230,737CommonSOLE
969457100WMBWILLIAMS COS INC DEL$134,8280.75%4,002,029CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$133,7760.75%312,942CommonSOLE
46982L108JJACOBS SOLUTIONS INC$128,6630.72%942,586CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$126,3490.70%1,521,539CommonSOLE
949746101WMT2WELLS FARGO CO NEW$124,4800.69%3,046,518CommonSOLE
925652109VICIVICI PPTYS INC$124,3950.69%4,274,732CommonSOLE
29444U700EQIXEQUINIX INC$123,2420.69%169,694CommonSOLE
438516106HONHONEYWELL INTL INC$118,0050.66%638,763CommonSOLE
478160104JNJJOHNSON & JOHNSON$116,2070.65%746,115CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$115,7240.65%1,156,079CommonSOLE
11135F101AVGOBROADCOM INC$114,2210.64%137,520CommonSOLE
609207105MDLZMONDELEZ INTL INC$112,0910.63%1,615,142CommonSOLE
191216100KOCOCA COLA CO$111,7650.62%1,996,514CommonSOLE
742718109PGPROCTER & GAMBLE CO$102,6050.57%703,451CommonSOLE
464287432TLTISHARES TR$101,9660.57%1,149,689CommonSOLE
025816109AXPAMERICAN EXPRESS CO$101,9560.57%683,399CommonSOLE
58933Y105MRKMERCK & CO INC NEW$99,4640.55%966,139CommonSOLE
11271J107BNBROOKFIELD CORP$96,0970.54%3,073,124CommonSOLE
00206R102TAT&T INC$93,0390.52%6,194,331CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$90,9080.51%1,523,519CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$90,2580.50%450,905CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$87,9790.49%5,474,750CommonSOLE
00766T100ACMAECOM$87,8030.49%1,057,353CommonSOLE
79466L302CRMSALESFORCE COM INC$87,2800.49%430,415CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$83,2980.46%147,441CommonSOLE
235851102DHRDANAHER CORP DEL$80,9440.45%326,254CommonSOLE
428103105HESMHESS MIDSTREAM LP$78,3880.44%2,690,985CommonSOLE
87612G101TRGPTARGA RES CORP$78,2680.44%913,060CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDNG P$78,0510.44%2,063,740CommonSOLE
29364G103ETRENTERGY CORP NEW$77,8760.43%841,898CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$77,5430.43%25,144CommonSOLE
038222105AMATAPPLIED MATLS INC$73,6030.41%531,622CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$72,8120.41%137CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$72,0990.40%1,157,292CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$70,6120.39%2,401,781CommonSOLE
855244109SBUXSTARBUCKS CORP$69,3370.39%759,694CommonSOLE
032654105ADIANALOG DEVICES INC$67,8130.38%387,303CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$67,5910.38%220,086CommonSOLE
22160N109CSGPCOSTAR GROUP INC$66,3280.37%862,635CommonSOLE
871607107SNPSSYNOPSYS INC$66,1360.37%144,097CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$65,6320.37%4,378,375CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$61,9480.35%1,733,788CommonSOLE
92343E102VRSNVERISIGN INC$61,2500.34%302,426CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$60,1050.34%306,687CommonSOLE
166764100CVXCHEVRON CORP NEW$59,7150.33%354,138CommonSOLE
595112103MUMICRON TECHNOLOGY INC$58,7180.33%863,120CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$58,6520.33%537,696CommonSOLE
461202103INTUINTUIT$58,6290.33%114,748CommonSOLE
576323109MTZMASTEC INC$57,4340.32%798,029CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$56,7510.32%2,145,594CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$56,7280.32%1,074,402CommonSOLE
74762E102QUREQUANTA SVCS INC$55,9660.31%299,169CommonSOLE
64110L106NFLXNETFLIX INC$55,2080.31%146,206CommonSOLE
893641100TDGTRANSDIGM GROUP INC$54,3730.30%64,490CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$54,2550.30%1,767,260CommonSOLE
53814L108LTHM1EURLIVENT CORP$50,1980.28%2,726,681CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$49,5870.28%571,679CommonSOLE
723787107PXDEURPIONEER NAT RES CO$49,0400.27%213,637CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$47,4440.26%353,269CommonSOLE
464288513HYGISHARES TR$45,9180.26%622,872CommonSOLE
49446R109KIMKIMCO RLTY CORP$45,3410.25%2,577,639CommonSOLE
30231G102XOMEXXON MOBIL CORP$45,2870.25%385,160CommonSOLE
98978V103ZTSZOETIS INC$44,9830.25%258,552CommonSOLE
682189105ONON SEMICONDUCTOR CORP$44,9420.25%483,507CommonSOLE
031100100AMEAMETEK INC$44,4010.25%300,496CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$44,1110.25%636,708CommonSOLE
133131102CPTCAMDEN PPTY TR$43,8580.24%463,714CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$42,9360.24%1,512,377CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$42,9030.24%692,984CommonSOLE
127190304CACICACI INTL INC$42,4820.24%135,322CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$42,3870.24%23,139CommonSOLE
866674104SUISUN CMNTYS INC$42,0460.23%355,296CommonSOLE
49177J102KVUEKENVUE INC$41,6690.23%2,075,146CommonSOLE
550021109LULULULULEMON ATHLETICA INC$41,3660.23%107,275CommonSOLE
670837103OGEOGE ENERGY CORP$40,9900.23%1,229,836CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$40,4300.23%177,380CommonSOLE
G54950103LINLINDE PLC$39,6090.22%106,375CommonSOLE
548661107LOWLOWES COS INC$38,7770.22%186,572CommonSOLE
009066101ABNBAIRBNB INC$38,7680.22%282,546CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$38,4290.21%1,257,069CommonSOLE
291011104EMREMERSON ELEC CO$38,3920.21%397,552CommonSOLE
126408103CSXCSX CORP$38,3480.21%1,247,105CommonSOLE
12514G108CDWCDW CORP$38,1440.21%189,054CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$36,5540.20%222,278CommonSOLE
882508104TXNTEXAS INSTRS INC$36,5140.20%229,631CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$36,3710.20%488,797CommonSOLE
20825C104COPCONOCOPHILLIPS$36,3280.20%303,236CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$35,7700.20%152,576CommonSOLE
G5960L103MDTMEDTRONIC PLC$35,6470.20%454,908CommonSOLE
26875P101EOGEOG RES INC$34,9550.20%275,755CommonSOLE
12532H104GIBCGI INC$34,8910.19%354,255CommonSOLE
G6095L109APTIV PLC$34,3410.19%348,321CommonSOLE
G17977110BURBURFORD CAP LTD$34,3060.19%2,450,453CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$33,1930.19%52,959CommonSOLE
126650100CVSCVS HEALTH CORP$32,5740.18%466,538CommonSOLE
65339F101NEENEXTERA ENERGY INC$32,4790.18%566,930CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$32,1550.18%2,115,481CommonSOLE
00130H105AESAES CORP$30,8620.17%2,030,429CommonSOLE
92939U106WECWEC ENERGY GROUP INC$29,9540.17%371,872CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$28,8610.16%345,760CommonSOLE
58733R102MELIMERCADOLIBRE INC$28,7440.16%22,671CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$28,2400.16%535,768CommonSOLE
09247X101BLKCHFBLACKROCK INC$28,1710.16%43,576CommonSOLE
68389X105ORCLORACLE CORP$26,8730.15%253,715CommonSOLE
42809H107HESHESS CORP$26,1620.15%170,992CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$25,8150.14%397,885CommonSOLE
437076102HDHOME DEPOT INC$25,7630.14%85,262CommonSOLE
89151E109TTENTOTALENERGIES SE$25,4770.14%387,428CommonSOLE
055622104BPBP PLC$25,4110.14%656,274CommonSOLE
29446M102EQNREQUINOR ASA$25,2830.14%771,062CommonSOLE
780259305SHELSHELL PLC$25,2050.14%391,505CommonSOLE
670100205NVONOVO-NORDISK A S$24,7230.14%271,857CommonSOLE
26874R108EENI S P A$24,6920.14%773,545CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$24,5970.14%737,757CommonSOLE
94106L109WMWASTE MGMT INC DEL$24,4470.14%160,374CommonSOLE
126402106CSWCSW INDUSTRIALS INC$23,9920.13%136,908CommonSOLE
580135101MCDMCDONALDS CORP$23,7270.13%90,067CommonSOLE
17275R102CSCOCISCO SYS INC$23,2950.13%433,314CommonSOLE
615369105MCOMOODYS CORP$22,9540.13%72,599CommonSOLE
207410101CNMDCONMED CORP$22,6660.13%224,749CommonSOLE
052800109ALVAUTOLIV INC$22,3070.12%231,211CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$21,9660.12%75,151CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$21,1150.12%60,276CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$21,0660.12%100,815CommonSOLE
747525103QCOMQUALCOMM INC$20,4940.11%184,535CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$20,3080.11%555,465CommonSOLE
482480100KLACKLA CORP$20,2480.11%44,147CommonSOLE
82509L107SHOPSHOPIFY INC$20,1760.11%369,727CommonSOLE
64110W102NTESNETEASE COM INC$19,8680.11%198,367CommonSOLE
00287Y109ABBVABBVIE INC$19,5960.11%131,467CommonSOLE
570535104MKLMARKEL GROUP CORP$19,5800.11%13,297CommonSOLE
464288588MBBISHARES TR$19,4810.11%219,383CommonSOLE
78464A391EBNDSPDR SER TR$19,3040.11%973,474CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$19,0990.11%415,287CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$19,0600.11%352,120CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$18,8830.11%134,590CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$18,7620.10%1,037,715CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$18,1970.10%197,726CommonSOLE
458140100INTCINTEL CORP$17,9910.10%506,070CommonSOLE
47215P106JDJD.COM INC$17,9310.10%615,559CommonSOLE
254687106DISDISNEY WALT CO$17,7700.10%219,246CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$17,6300.10%504,139CommonSOLE
464287242LQDISHARES TR$17,4810.10%171,346CommonSOLE
150185106CEDAR FAIR L P$17,0730.10%461,434CommonSOLE
722304102PDDPDD HOLDINGS INC$16,8720.09%172,036CommonSOLE
760759100RSGREPUBLIC SVCS INC$16,8370.09%118,149CommonSOLE
91879Q109MTNVAIL RESORTS INC$16,2420.09%73,200CommonSOLE
29250N105ENBENBRIDGE INC$16,0250.09%482,822CommonSOLE
031162100AMGNAMGEN INC$15,8290.09%58,897CommonSOLE
040413106ANETEURARISTA NETWORKS INC$15,7810.09%85,799CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$15,4960.09%598,318CommonSOLE
37959E102GLGLOBE LIFE INC$15,2920.09%140,644CommonSOLE
46266C105IQVIQVIA HLDGS INC$15,2310.08%77,411CommonSOLE
056752108BIDUBAIDU INC SPON$14,9160.08%111,023CommonSOLE
717081103PFEPFIZER INC$14,8300.08%447,076CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$13,9360.08%177,666CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$13,3320.07%359,632CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$13,1960.07%666,816CommonSOLE
91912E105VALEVALE S A$13,1290.07%979,765CommonSOLE
29786A106ETSYETSY INC$13,0570.07%202,186CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$13,0240.07%254,071CommonSOLE
872590104TMUST-MOBILE US INC$13,0010.07%92,832CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$12,9570.07%482,561CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$12,9260.07%968,219CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$12,7550.07%63,799CommonSOLE
184496107CLHCLEAN HARBORS INC$12,4260.07%74,248CommonSOLE
233051879ASHRDBX ETF TR$11,9180.07%458,204CommonSOLE
758750103RRXREGAL REXNOR CORP$11,5880.06%81,102CommonSOLE
46187W107INVHINVITATION HOMES INC$11,4930.06%362,683CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$11,3770.06%66,247CommonSOLE
62886HBK6NCLH 2.5 02/15/27NCL CORP LTD$11,1950.06%12,932,000CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$11,0090.06%158,314CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11,0020.06%70,583CommonSOLE
617700109MORNMORNINGSTAR INC$10,9550.06%46,767CommonSOLE
421298100HAYWHAYWARD HLDGS INC$10,9120.06%773,903CommonSOLE
651639106NEMNEWMONT CORP$10,8970.06%294,910CommonSOLE
92276F100VTRVENTAS INC$10,7530.06%255,242CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$10,4490.06%5,730CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$10,1310.06%53,239CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$10,1280.06%83,301CommonSOLE
88076W103TDCTERADATA CORP DEL$10,0100.06%222,335CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$9,8620.06%154,791CommonSOLE
101121101BXPBOSTON PROPERTIES INC$9,8500.05%165,606CommonSOLE
46434V738IEURISHARES TR$9,8490.05%198,320CommonSOLE
56117J100MBUUMALIBU BOATS INC$9,7780.05%199,466CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$9,2810.05%292,222CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$9,2210.05%193,763CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$9,1780.05%156,942CommonSOLE
92338C103VLTOVERALTO CORP$9,1680.05%108,420CommonSOLE
743315103PGRPROGRESSIVE CORP$9,0580.05%65,025CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8,9190.05%153,666CommonSOLE
71944F106PHRPHREESIA INC$8,9150.05%477,265CommonSOLE
771049103RBLXROBLOX CORP$8,7320.05%301,517CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$8,7150.05%35,991CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$8,6700.05%91,019CommonSOLE
872540109TJXTJX COS INC NEW$8,4750.05%95,351CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8,3070.05%116,813CommonSOLE
12572Q105CMECME GROUP INC$8,0160.04%40,036CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7,8430.04%16,196CommonSOLE
91529Y106UNMUNUM GROUP$7,7720.04%158,007CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$7,7050.04%140,353CommonSOLE
29476L107EQREQUITY RESIDENTIAL$7,6750.04%130,724CommonSOLE
50202M102LILI AUTO INC$7,5910.04%212,942CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$7,5220.04%466,612CommonSOLE
617446448MSMORGAN STANLEY$7,3290.04%89,740CommonSOLE
04965M106ATATATOUR LIFESTYLE HOLDINGS LTD$7,2080.04%382,400CommonSOLE
001055102AFLAFLAC INC$6,9150.04%90,092CommonSOLE
911363109URIUNITED RENTALS INC$6,8140.04%15,327CommonSOLE
G60409110MTALEURMETALS ACQUISITION LIMITED$6,6760.04%557,284CommonSOLE
002824100ABTABBOTT LABS$6,6610.04%68,779CommonSOLE
172967424CCITIGROUP INC$6,6450.04%161,573CommonSOLE
683344105ONTOONTO INNOVATION INC COM$6,6270.04%51,970CommonSOLE
73278L105POOLPOOL CORP COM$6,6010.04%18,536CommonSOLE
125523100CITHE CIGNA GROUP$6,4650.04%22,601CommonSOLE
46655E100DCDAKOTA GOLD CORP$6,2630.03%2,427,546CommonSOLE
780287108RGLDROYAL GOLD INC$6,1770.03%58,095CommonSOLE
036752103ELVELEVANCE HEALTH INC$6,1540.03%14,133CommonSOLE
H1467J104CBCHUBB LIMITED$6,0400.03%29,011CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$6,0310.03%385,383CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$6,0120.03%974,370CommonSOLE
713448108PEPPEPSICO INC$5,9920.03%35,366CommonSOLE
05589G102BWINBRP GROUP INC$5,9710.03%257,030CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,8710.03%61,875CommonSOLE
40412C101HCAHCA HOLDINGS INC$5,7940.03%23,556CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$5,6990.03%360,712CommonSOLE
38059T106GFIGOLD FIELDS LTD$5,6640.03%521,536CommonSOLE
784730103SSRMSSR MNG INC$5,6300.03%423,608CommonSOLE
G16250105BROOKFIELD REINS LTD$5,6270.03%178,792CommonSOLE
375558103GILDGILEAD SCIENCES INC$5,5640.03%74,249CommonSOLE
03831W108APPAPPLOVIN CORP$5,5200.03%138,139CommonSOLE
59156R108METMETLIFE INC$5,4620.03%86,830CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$5,4570.03%16,644CommonSOLE
19247G107COHRCOHERENT CORP$5,3360.03%163,483CommonSOLE
95040Q104WELLWELLTOWER INC$5,3260.03%65,019CommonSOLE
758849103REGREGENCY CTRS CORP$5,3040.03%89,236CommonSOLE
931142103WMTWALMART INC$5,2400.03%32,762CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,2030.03%20,125CommonSOLE
92763M105VIPER ENERGY PARTNERS$5,2020.03%186,591CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5,1620.03%33,331CommonSOLE
15135B101CNCCENTENE CORP DEL$5,1460.03%74,712CommonSOLE
199908104FIXCOMFORT SYS USA INC$5,1340.03%30,129CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5,0510.03%11,475CommonSOLE
464287598IWDISHARES TR$5,0020.03%32,945CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4,9420.03%68,569CommonSOLE
422806208HEI/AHEICO CORP NEW$4,8930.03%37,866CommonSOLE
070830104BBWIBATH & BODY WORKS INC$4,8510.03%143,515CommonSOLE
534187109LNCLINCOLN NATL CORP IND$4,8260.03%195,479CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4,7970.03%53,304CommonSOLE
848637104SPLKCHFSPLUNK INC$4,7540.03%32,504CommonSOLE
00191U102EFORASGN INC$4,5420.03%55,602CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4,4420.02%47,985CommonSOLE
244199105DEDEERE & CO$4,3240.02%11,457CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4,2120.02%38,287CommonSOLE
67079A102NUVEI CORPORATION$3,9920.02%266,150CommonSOLE
228368106CCKCROWN HLDGS INC$3,9200.02%44,306CommonSOLE
05465C100AXAXOS FINANCIAL INC$3,8270.02%101,090CommonSOLE
58155Q103MCKMCKESSON CORP$3,7110.02%8,535CommonSOLE
78464A870XBISPDR SER TR$3,5170.02%48,171CommonSOLE
928563402VMWAVMWARE INC$3,4910.02%20,972CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$3,4060.02%58,075CommonSOLE
857477103STTSTATE STR CORP$3,3630.02%50,219CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$2,9810.02%35,789CommonSOLE
464285204IAUISHARES GOLD TR$2,9610.02%84,617CommonSOLE
98149E303GLDMWORLD GOLD TR$2,9520.02%80,534CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$2,8880.02%11,324CommonSOLE
46432F842IEFAISHARES TR$2,8570.02%44,401CommonSOLE
78463V107GLDSPDR GOLD TR$2,8530.02%16,642CommonSOLE
92189F106GDXVANECK ETF TRUST$2,8520.02%106,000CommonSOLE
147528103CASYCASEYS GEN STORES INC$2,8320.02%10,430CommonSOLE
P5626F128IFSINTERCORP FINL SVCS INC$2,7840.02%123,621CommonSOLE
574599106MASMASCO CORP$2,7330.02%51,140CommonSOLE
H5919C104ONONON HLDG AG$2,7100.02%97,400CommonSOLE
46434G822EWJISHARES INC$2,6870.01%44,570CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2,6820.01%7,713CommonSOLE
G65431127NENOBLE CORP PLC$2,6740.01%52,800CommonSOLE
714046109RVTYREVVITY INC$2,6270.01%23,733CommonSOLE
941848103WATWATERS CORP$2,5910.01%9,448CommonSOLE
149123101CATCATERPILLAR INC DEL$2,5650.01%9,394CommonSOLE
88160R101TSLATESLA INC$2,5190.01%10,068CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$2,4650.01%13,695CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,3960.01%19,829CommonSOLE
02209S103MOALTRIA GROUP INC$2,3780.01%56,562CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2,3260.01%5,687CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2,2950.01%7,516CommonSOLE
907818108UNPUNION PAC CORP$2,2910.01%11,251CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$2,2550.01%88,609CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,2100.01%2,685CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$2,2020.01%32,000CommonSOLE
55354G100MSCIMSCI INC$2,1630.01%4,216CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2,1610.01%6,680CommonSOLE
053332102AZOAUTOZONE INC$2,1180.01%834CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$2,1010.01%22,435CommonSOLE
626717102MURMURPHY OIL CORP$2,0880.01%46,046CommonSOLE
G16962105BGUSDBUNGE LIMITED$2,0820.01%19,230CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2,0090.01%61,972CommonSOLE
370334104GISGENERAL MLS INC$2,0040.01%31,317CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1,9040.01%13,488CommonSOLE
012653101ALBALBEMARLE CORP$1,8750.01%11,029CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$1,8220.01%2,710,000CommonSOLE
46428Q109SLVISHARES SILVER TR$1,8100.01%89,000CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,7890.01%2,065,000CommonSOLE
464288273SCZISHARES TR$1,7740.01%31,410CommonSOLE
G02602103DOXAMDOCS LTD$1,7740.01%21,000CommonSOLE
464287515IGVISHARES TR$1,7400.01%5,100CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$1,6780.01%90,609CommonSOLE
88579Y101MMM3M CO$1,6680.01%17,816CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$1,6660.01%26,831CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1,6150.01%6,714CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,5540.01%22,840CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1,5420.01%28,988CommonSOLE
70614WAB6PTON 0 02/15/26PELOTON INTERACTIVE INC$1,5150.01%2,000,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,5060.01%47,693CommonSOLE
74460D109PSAPUBLIC STORAGE$1,5060.01%5,714CommonSOLE
902973304USBUS BANCORP DEL$1,4870.01%44,981CommonSOLE
09062X103BIIBBIOGEN IDEC INC$1,4470.01%5,632CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$1,4440.01%7,181CommonSOLE
058498106BALLBALL CORP$1,3670.01%27,469CommonSOLE
46434G103IEMGISHARES INC$1,3450.01%28,269CommonSOLE
46434V423KSAISHARES TR$1,3430.01%34,662CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1,3270.01%10,967CommonSOLE
252131107DXCMDEXCOM INC$1,3130.01%14,072CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1,3120.01%12,397CommonSOLE
31428X106FDXFEDEX CORP$1,3020.01%4,916CommonSOLE
65290E101NXTNEXTRACKER INC$1,2960.01%32,270CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1,2400.01%5,384CommonSOLE
87612E106TGTTARGET CORP$1,2180.01%11,013CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$1,1980.01%1,286,000CommonSOLE
464288281EMBISHARES TR$1,1290.01%13,678CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,1000.01%7,761CommonSOLE
46090E953INVESCO QQQ TR$1,1000.01%3,548PUTSOLE
30034W106EVRGEVERGY INC$1,0890.01%21,487CommonSOLE
23331A109DHID R HORTON INC$1,0520.01%9,785CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,0250.01%11,184CommonSOLE
92189F791GDXJVANECK ETF TRUST$9990.01%31,000CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9890.01%3,489CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$9370.01%12,568CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$9350.01%2,493CommonSOLE
369550108GDGENERAL DYNAMICS CORP$9300.01%4,208CommonSOLE
98419M100XYLXYLEM INC$9300.01%10,216CommonSOLE
464288869IWCISHARES TR$9260.01%9,246CommonSOLE
464287630IWNISHARES TR$9250.01%6,823CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$9140.01%16,400CommonSOLE
369604301GEGENERAL ELECTRIC CO$9130.01%8,257CommonSOLE
842587107SOSOUTHERN CO$9020.01%13,941CommonSOLE
423452101HPHELMERICH & PAYNE INC$8800.00%20,873CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8760.00%2,248CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8750.00%14,447CommonSOLE
576485205MTDRMATADOR RES CO$8630.00%14,502CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8470.00%7,571CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$8450.00%27,567CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$8410.00%20,245CommonSOLE
83066P200SKILLSOFT CORP$8380.00%945,797CommonSOLE
025537101AEPAMERICAN ELEC PWR INC$8270.00%10,994CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$8190.00%19,192CommonSOLE
690742101OCOWENS CORNING NEW$8040.00%5,892CommonSOLE
464286400EWZISHARES INC$7970.00%26,000CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7910.00%9,107CommonSOLE
704326107PAYXPAYCHEX INC$7740.00%6,711CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$7700.00%2,828CommonSOLE
60770K107MRNAMODERNA INC$7590.00%7,344CommonSOLE
46435G425ESGUISHARES TR$7490.00%7,975CommonSOLE
22266T109CPNGCOUPANG INC$7340.00%43,185CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$7340.00%5,668CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$7130.00%22,352CommonSOLE
336433107FSLRFIRST SOLAR INC$7100.00%4,396CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7070.00%15,947CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$7050.00%3,578CommonSOLE
45168D104IDXXIDEXX LABS INC$7030.00%1,608CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$6910.00%760CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6780.00%4,053CommonSOLE
464287648IWOISHARES TR$6720.00%2,996CommonSOLE
81181C104SEAGEN INC$6690.00%3,155CommonSOLE
56585A102MPCMARATHON PETE CORP$6650.00%4,391CommonSOLE
40434L105HPQHP INC$6540.00%25,454CommonSOLE
042068205ARMARM HOLDINGS PLC$6520.00%12,175CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$6360.00%6,061CommonSOLE
436440101HO1HOLOGIC INC$6200.00%8,928CommonSOLE
427866108HSYHERSHEY CO$6170.00%3,082CommonSOLE
189054109CLXCLOROX CO DEL$6100.00%4,654CommonSOLE
231021106CMICUMMINS INC$6090.00%2,667CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$6020.00%3,686CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$5970.00%24,579CommonSOLE
22052L104CTVACORTEVA INC$5870.00%11,473CommonSOLE
871829107SYYSYSCO CORP$5790.00%8,761CommonSOLE
311900104FASTFASTENAL CO$5710.00%10,442CommonSOLE
285512109EAELECTRONIC ARTS INC$5580.00%4,638CommonSOLE
98980G102ZSZSCALER INC$5470.00%3,517CommonSOLE
571903202MARMARRIOTT INTL INC NEW$5360.00%2,728CommonSOLE
749685103RPMRPM INTL INC$5340.00%5,632CommonSOLE
278865100ECLECOLAB INC$5330.00%3,146CommonSOLE
668771108GENGEN DIGITAL INC$5310.00%30,016CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$5300.00%9,596CommonSOLE
761152107RMDRESMED INC$5290.00%3,577CommonSOLE
92556V106VTRSVIATRIS INC$5190.00%52,609CommonSOLE
778296103ROSTROSS STORES INC$5170.00%4,576CommonSOLE
34959E109FTNTFORTINET INC$5130.00%8,742CommonSOLE
097023105BABOEING CO$5130.00%2,678CommonSOLE
G46188101HZNPNHORIZON THERAPEUTICS PUB L$5120.00%4,423CommonSOLE
988498101YUMYUM BRANDS INC$5070.00%4,059CommonSOLE
92840M102VSTVISTRA CORP$4940.00%14,900CommonSOLE
64110D104NTAPNETAPP INC$4930.00%6,502CommonSOLE
205887102CAGCONAGRA FOODS INC$4920.00%17,955CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4920.00%7,267CommonSOLE
452327109ILMNILLUMINA INC$4890.00%3,559CommonSOLE
46434V647REETISHARES TR$4850.00%22,912CommonSOLE
525327102LDOSLEIDOS HLDGS INC$4850.00%5,258CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4850.00%3,895CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4810.00%5,451CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4790.00%1,906CommonSOLE
718546104PSXPHILLIPS 66$4790.00%3,989CommonSOLE
258623107DBLDOUBLELINE OPPORTUNISTIC CR$4760.00%32,615CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$4750.00%429CommonSOLE
032095101APHAMPHENOL CORP NEW$4740.00%5,649CommonSOLE
55261F104MTBM & T BK CORP$4710.00%3,722CommonSOLE
832696405SJMSMUCKER J M CO$4710.00%3,831CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4690.00%2,648CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$4640.00%1,622CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4570.00%12,256CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4560.00%4,066CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$4550.00%50,000CommonSOLE
04016X101ARGXARGENX SE$4550.00%926CommonSOLE
18915M107NETCLOUDFLARE INC$4490.00%7,121CommonSOLE
086516101BBYBEST BUY INC$4470.00%6,432CommonSOLE
46435U218SUSLISHARES TR$4440.00%5,894CommonSOLE
693506107PPGPPG INDS INC$4400.00%3,389CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4400.00%1,336CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$4390.00%5,093CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$4350.00%1,064CommonSOLE
440452100HRLHORMEL FOODS CORP$4290.00%11,278CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$4290.00%5,304CommonSOLE
172908105CTASCINTAS CORP$4270.00%887CommonSOLE
833445109SNOWSNOWFLAKE INC$4270.00%2,794CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$4260.00%8,700CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4260.00%4,317CommonSOLE
G8473T100STESTERIS PLC$4220.00%1,923CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4190.00%2,929CommonSOLE
745867101PHMPULTE GROUP INC$4170.00%5,635CommonSOLE
833034101SNASNAP ON INC$4110.00%1,613CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$4100.00%11,027CommonSOLE
G29183103ETNEATON CORP PLC$4070.00%1,906CommonSOLE
670346105NUENUCOR CORP$4060.00%2,597CommonSOLE
688239201OSKOSHKOSH CORP$4060.00%4,254CommonSOLE
406216101HALHALLIBURTON CO$4050.00%10,012CommonSOLE
45784P101PODDINSULET CORP$4040.00%2,532CommonSOLE
679295105OKTAOKTA INC$4030.00%4,946CommonSOLE
69318G106PBFPBF ENERGY INC$4030.00%7,523CommonSOLE
879369106TFXTELEFLEX INCORPORATED$3990.00%2,030CommonSOLE
216648402COOPER COS INC$3950.00%1,241CommonSOLE
29084Q100EMEEMCOR GROUP INC$3940.00%1,871CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$3880.00%5,473CommonSOLE
83570H108SONOSONOS INC$3870.00%30,000CommonSOLE
071813109BAXBAXTER INTL INC$3860.00%10,225CommonSOLE
526107107LIILENNOX INTL INC$3830.00%1,022CommonSOLE
500767850KGRNKRANESHARES TR$3800.00%15,267CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$3790.00%11,683CommonSOLE
626755102MUSAMURPHY USA INC$3780.00%1,106CommonSOLE
29530P102ERIEERIE INDTY CO$3760.00%1,281CommonSOLE
29414B104EPAMEPAM SYS INC$3740.00%1,463CommonSOLE
62944T105NVRNVR INC$3700.00%62CommonSOLE
278642103EBAYEBAY INC.$3680.00%8,346CommonSOLE
418056107HASHASBRO INC$3640.00%5,500CommonSOLE
02156K103OPTUALTICE USA INC$3630.00%111,035CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$3610.00%1,318CommonSOLE
126117100CNACNA FINL CORP$3610.00%9,176CommonSOLE
904311206UAUNDER ARMOUR INC$3590.00%56,200CommonSOLE
443510607HUBBHUBBELL INC$3570.00%1,139CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$3520.00%2,642CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3500.00%32,228CommonSOLE
150870103CECELANESE CORP DEL$3500.00%2,786CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$3490.00%2,775CommonSOLE

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.