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CI INVESTMENTS INC.

Q4 2023 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2024-02-12 · accession 0001163648-24-000002

$19.3M
Reported value
1,266
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 1266

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.0M5.22%2,685,839CommonSOLE
023135106AMZNAMAZON COM INC$818,2744.23%5,385,507CommonSOLE
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02079K107GOOGALPHABET INC$500,9342.59%3,554,488CommonSOLE
67066G104NVDANVIDIA CORPORATION$471,0922.44%951,278CommonSOLE
30303M102METAMETA PLATFORMS INC$429,7042.22%1,213,991CommonSOLE
037833100AAPLAPPLE INC$424,6842.20%2,205,809CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$345,2621.79%3,319,828CommonSOLE
532457108LLYLILLY ELI & CO$332,8941.72%571,080CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$284,4151.47%1,929,418CommonSOLE
92826C839VVISA INC$282,5161.46%1,085,136CommonSOLE
02079K305GOOGLALPHABET INC$280,4111.45%2,007,380CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$274,1921.42%1,611,949CommonSOLE
912008109USFDUS FOODS HLDG CORP$269,2561.39%5,929,444CommonSOLE
16411R208LNGCHENIERE ENERGY INC$268,5201.39%1,572,958CommonSOLE
863667101SYKSTRYKER CORPORATION$255,9171.32%854,594CommonSOLE
060505104BACBANK OF AMERICA CORP$229,7931.19%6,824,880CommonSOLE
444859102HUMHUMANA INC$229,4941.19%501,287CommonSOLE
00724F101ADBEADOBE INC$226,6811.17%379,955CommonSOLE
654106103NKENIKE INC$224,8411.16%2,070,929CommonSOLE
74340W103PLDPROLOGIS INC.$219,5371.14%1,646,936CommonSOLE
464287200IVVISHARES TR$210,3881.09%440,483CommonSOLE
81762P102NOWSERVICENOW INC$202,8131.05%287,072CommonSOLE
92189F676SMHVANECK ETF TRUST$199,0101.03%1,138,046CommonSOLE
11135F101AVGOBROADCOM INC$179,4740.93%160,783CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$170,7440.88%6,100,169CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$169,2860.88%4,707,627CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$166,2810.86%313,270CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$164,5430.85%648,601CommonSOLE
79466L302CRMSALESFORCE COM INC$162,1280.84%616,128CommonSOLE
48251W104KKRKKR & CO INC$159,7010.83%1,927,591CommonSOLE
78409V104SPGIS&P GLOBAL INC$156,9860.81%356,366CommonSOLE
949746101WMT2WELLS FARGO CO NEW$145,6670.75%2,959,512CommonSOLE
98978V103ZTSZOETIS INC$142,4960.74%721,977CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$140,4340.73%1,500,365CommonSOLE
925652109VICIVICI PPTYS INC$137,8920.71%4,325,348CommonSOLE
969457100WMBWILLIAMS COS INC DEL$137,8300.71%3,957,233CommonSOLE
609207105MDLZMONDELEZ INTL INC$135,9650.70%1,877,189CommonSOLE
29444U700EQIXEQUINIX INC$132,3930.68%164,384CommonSOLE
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92276F100VTRVENTAS INC$118,8730.61%2,385,097CommonSOLE
580135101MCDMCDONALDS CORP$118,4400.61%399,446CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$117,1900.61%924,430CommonSOLE
46982L108JJACOBS SOLUTIONS INC$110,0580.57%847,903CommonSOLE
478160104JNJJOHNSON & JOHNSON$107,9820.56%688,922CommonSOLE
464287176TIPISHARES TR$105,8130.55%984,400CommonSOLE
00206R102TAT&T INC$102,5720.53%6,112,742CommonSOLE
742718109PGPROCTER & GAMBLE CO$102,5350.53%699,709CommonSOLE
00130H105AESAES CORP$99,6720.52%5,177,734CommonSOLE
58933Y105MRKMERCK & CO INC NEW$98,5070.51%903,564CommonSOLE
00766T100ACMAECOM$97,1900.50%1,051,499CommonSOLE
46434G103IEMGISHARES INC$95,2570.49%1,883,297CommonSOLE
816851109SRESEMPRA ENERGY$93,3880.48%1,249,669CommonSOLE
49446R109KIMKIMCO RLTY CORP$93,1550.48%4,371,417CommonSOLE
191216100KOCOCA COLA CO$87,4110.45%1,483,293CommonSOLE
29364G103ETRENTERGY CORP NEW$85,2320.44%842,298CommonSOLE
038222105AMATAPPLIED MATLS INC$83,8070.43%517,102CommonSOLE
032654105ADIANALOG DEVICES INC$82,0980.42%413,467CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$81,8790.42%2,600,154CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$81,5080.42%22,978CommonSOLE
438516106HONHONEYWELL INTL INC$81,0940.42%386,698CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$79,3470.41%226,118CommonSOLE
87612G101TRGPTARGA RES CORP$78,1280.40%899,366CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$78,0810.40%4,010,331CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$74,3400.38%137CommonSOLE
461202103INTUINTUIT$71,4270.37%114,278CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$71,3580.37%1,234,355CommonSOLE
595112103MUMICRON TECHNOLOGY INC$70,4390.36%825,398CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$69,2030.36%145,596CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$68,5450.35%1,731,811CommonSOLE
74762E102QUREQUANTA SVCS INC$67,0760.35%310,825CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$66,1360.34%1,098,243CommonSOLE
22160N109CSGPCOSTAR GROUP INC$63,8500.33%730,635CommonSOLE
235851102DHRDANAHER CORP DEL$63,7220.33%275,446CommonSOLE
428103105HESMHESS MIDSTREAM LP$62,0500.32%1,961,745CommonSOLE
03750L109AIRCUSDAPARTMENT INCOME REIT CORP$60,2980.31%1,736,205CommonSOLE
893641100TDGTRANSDIGM GROUP INC$58,2710.30%57,603CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$57,9450.30%87,785CommonSOLE
92343E102VRSNVERISIGN INC$57,8790.30%281,020CommonSOLE
723787107PXDEURPIONEER NAT RES CO$57,8600.30%257,294CommonSOLE
65339F101NEENEXTERA ENERGY INC$57,6450.30%949,043CommonSOLE
464287432TLTISHARES TR$55,0080.28%556,307CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$51,4460.27%440,124CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$51,2580.27%811,944CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$51,2560.27%3,209,545CommonSOLE
871607107SNPSSYNOPSYS INC$51,0750.26%99,193CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$48,2550.25%1,449,088CommonSOLE
031100100AMEAMETEK INC$47,9080.25%290,545CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$47,3030.24%219,116CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDNG P$47,1680.24%1,255,478CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$46,8830.24%1,227,619CommonSOLE
133131102CPTCAMDEN PPTY TR$46,0880.24%464,172CommonSOLE
42809H107HESHESS CORP$45,8250.24%317,879CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$45,7650.24%155,198CommonSOLE
G6095L109APTIV PLC$45,2260.23%504,084CommonSOLE
866674104SUISUN CMNTYS INC$44,5050.23%332,995CommonSOLE
127190304CACICACI INTL INC$43,7110.23%134,970CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$43,4030.22%2,108,994CommonSOLE
126408103CSXCSX CORP$42,8110.22%1,234,822CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$42,4580.22%556,822CommonSOLE
670837103OGEOGE ENERGY CORP$42,2180.22%1,208,634CommonSOLE
437076102HDHOME DEPOT INC$41,8830.22%120,858CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$41,5560.21%18,171CommonSOLE
G54950103LINLINDE PLC$40,7890.21%99,315CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$40,4480.21%511,610CommonSOLE
550021109LULULULULEMON ATHLETICA INC$39,9990.21%78,232CommonSOLE
58733R102MELIMERCADOLIBRE INC$39,8780.21%25,375CommonSOLE
30231G102XOMEXXON MOBIL CORP$38,9470.20%389,543CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$38,5370.20%49,201CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$38,1740.20%620,003CommonSOLE
G17977110BURBURFORD CAP LTD$37,8930.20%2,429,020CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$37,1000.19%515,632CommonSOLE
291011104EMREMERSON ELEC CO$36,7410.19%377,487CommonSOLE
12532H104GIBCGI INC$36,4140.19%339,655CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$36,3290.19%161,549CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$36,1510.19%340,153CommonSOLE
20825C104COPCONOCOPHILLIPS$35,7990.19%308,422CommonSOLE
882508104TXNTEXAS INSTRS INC$34,5540.18%202,709CommonSOLE
G5960L103MDTMEDTRONIC PLC$34,3480.18%416,942CommonSOLE
08579W103BERYEURBERRY GLOBAL GROUP INC$32,8860.17%487,988CommonSOLE
49177J102KVUEKENVUE INC$32,5870.17%1,513,578CommonSOLE
09247X101BLKCHFBLACKROCK INC$32,3940.17%39,904CommonSOLE
26875P101EOGEOG RES INC$31,6140.16%261,379CommonSOLE
464288513HYGISHARES TR$31,5880.16%408,172CommonSOLE
166764100CVXCHEVRON CORP NEW$30,4380.16%204,062CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$29,8590.15%126,308CommonSOLE
68389X105ORCLORACLE CORP$29,5770.15%280,531CommonSOLE
H5919C104ONONON HLDG AG$29,2320.15%1,083,880CommonSOLE
00287Y109ABBVABBVIE INC$28,9140.15%186,577CommonSOLE
82509L107SHOPSHOPIFY INC$28,8320.15%370,120CommonSOLE
126650100CVSCVS HEALTH CORP$28,5000.15%360,943CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$27,6120.14%687,389CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$27,6040.14%648,440CommonSOLE
72352L106PINSPINTEREST INC$27,5090.14%742,678CommonSOLE
17275R102CSCOCISCO SYS INC$27,0040.14%534,521CommonSOLE
615369105MCOMOODYS CORP$26,6890.14%68,336CommonSOLE
458140100INTCINTEL CORP$26,4250.14%525,865CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$25,6430.13%76,010CommonSOLE
855244109SBUXSTARBUCKS CORP$25,6180.13%266,830CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$25,3430.13%420,213CommonSOLE
722304102PDDPDD HOLDINGS INC$25,0730.13%171,372CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$25,0660.13%419,796CommonSOLE
683344105ONTOONTO INNOVATION INC COM$24,5890.13%160,816CommonSOLE
052800109ALVAUTOLIV INC$24,4410.13%221,812CommonSOLE
747525103QCOMQUALCOMM INC$24,2040.13%167,350CommonSOLE
26874R108EENI S P A$24,1470.12%710,007CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$24,0870.12%1,034,650CommonSOLE
126402106CSWCSW INDUSTRIALS INC$24,0610.12%116,008CommonSOLE
682189105ONON SEMICONDUCTOR CORP$23,9670.12%286,928CommonSOLE
29446M102EQNREQUINOR ASA$23,5510.12%744,357CommonSOLE
055622104BPBP PLC$23,4180.12%661,513CommonSOLE
780259305SHELSHELL PLC$23,3970.12%355,575CommonSOLE
89151E109TTENTOTALENERGIES SE$22,8850.12%339,640CommonSOLE
482480100KLACKLA CORP$22,8430.12%39,296CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22,4690.12%62,998CommonSOLE
670100205NVONOVO-NORDISK A S$22,4360.12%216,873CommonSOLE
207410101CNMDCONMED CORP$22,3170.12%203,794CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$21,7280.11%325,568CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21,4890.11%131,390CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$21,1620.11%141,769CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$20,7640.11%260,489CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$20,5530.11%472,265CommonSOLE
M20791105CAMTCAMTEK LTD$20,4290.11%294,450CommonSOLE
254687106DISDISNEY WALT CO$20,1930.10%223,646CommonSOLE
040413106ANETEURARISTA NETWORKS INC$20,1850.10%85,706CommonSOLE
760759100RSGREPUBLIC SVCS INC$19,4440.10%117,905CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$19,3180.10%167,709CommonSOLE
009066101ABNBAIRBNB INC$19,0500.10%139,931CommonSOLE
464287242LQDISHARES TR$18,9610.10%171,346CommonSOLE
12514G108CDWCDW CORP$18,4100.10%80,986CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$18,2830.09%75,802CommonSOLE
150185106CEDAR FAIR L P$18,0670.09%453,934CommonSOLE
46266C105IQVIQVIA HLDGS INC$17,9220.09%77,458CommonSOLE
53814L108LTHM1EURLIVENT CORP$17,6690.09%982,703CommonSOLE
548661107LOWLOWES COS INC$17,4530.09%78,425CommonSOLE
570535104MKLMARKEL GROUP CORP$17,3230.09%12,200CommonSOLE
29250N105ENBENBRIDGE INC$17,2670.09%479,384CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$16,9400.09%178,995CommonSOLE
G8068L108SNSHARKNINJA INC$16,8210.09%328,725CommonSOLE
872590104TMUST-MOBILE US INC$16,6700.09%103,973CommonSOLE
651639106NEMNEWMONT CORP$16,4860.09%398,316CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$16,3050.08%327,209CommonSOLE
78464A391EBNDSPDR SER TR$16,0230.08%754,373CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$16,0140.08%287,921CommonSOLE
64110W102NTESNETEASE COM INC$15,4500.08%165,847CommonSOLE
031162100AMGNAMGEN INC$14,9790.08%52,007CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$14,6730.08%63,886CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$14,4470.07%279,500CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$13,9320.07%487,628CommonSOLE
771049103RBLXROBLOX CORP$13,7920.07%301,669CommonSOLE
37959E102GLGLOBE LIFE INC$13,7350.07%112,837CommonSOLE
184496107CLHCLEAN HARBORS INC$13,6580.07%78,266CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$12,8510.07%1,128,268CommonSOLE
617700109MORNMORNINGSTAR INC$12,5530.06%43,855CommonSOLE
872540109TJXTJX COS INC NEW$12,5450.06%133,730CommonSOLE
19247G107COHRCOHERENT CORP$12,4400.06%285,776CommonSOLE
66981J102MNSOMINISO GROUP HLDG LTD$12,3160.06%603,727CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$12,2290.06%600,044CommonSOLE
878742204TECKTECK RESOURCES LTD$11,6400.06%275,384CommonSOLE
758750103RRXREGAL REXNOR CORPORATION$11,6190.06%78,495CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$11,5340.06%91,165CommonSOLE
233051879ASHRDBX ETF TR$11,4180.06%477,561CommonSOLE
91879Q109MTNVAIL RESORTS INC$11,0690.06%51,853CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$10,9760.06%57,929CommonSOLE
464288588MBBISHARES TR$10,9330.06%116,207CommonSOLE
88339J105TTDTHE TRADE DESK INC$10,8590.06%150,910CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$10,6890.06%151,525CommonSOLE
46187W107INVHINVITATION HOMES INC$10,6660.06%312,691CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$10,6230.05%295,012CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$10,5780.05%33,916CommonSOLE
94106L109WMWASTE MGMT INC DEL$10,5290.05%58,789CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$10,2460.05%127,417CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$10,2410.05%517,205CommonSOLE
101121101BXPBOSTON PROPERTIES INC$10,1770.05%145,037CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$10,1560.05%192,830CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$10,0850.05%130,112CommonSOLE
12572Q105CMECME GROUP INC$10,0030.05%47,498CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$9,9500.05%850,394CommonSOLE
74460D109PSAPUBLIC STORAGE$9,7870.05%32,088CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$9,7440.05%147,642CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$9,7270.05%31,734CommonSOLE
743315103PGRPROGRESSIVE CORP$9,7260.05%61,063CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$9,5640.05%377,439CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$9,4310.05%273,287CommonSOLE
002824100ABTABBOTT LABS$9,3940.05%85,346CommonSOLE
88076W103TDCTERADATA CORP DEL$9,3630.05%215,187CommonSOLE
617446448MSMORGAN STANLEY$9,2390.05%99,080CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9,0710.05%48,452CommonSOLE
421298100HAYWHAYWARD HLDGS INC$8,9960.05%661,503CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$8,5210.04%5,419CommonSOLE
56117J100MBUUMALIBU BOATS INC$8,3690.04%152,666CommonSOLE
713448108PEPPEPSICO INC$8,3600.04%49,222CommonSOLE
375558103GILDGILEAD SCIENCES INC$8,0690.04%99,610CommonSOLE
G60409110MTALEURMETALS ACQUISITION LIMITED$8,0130.04%648,284CommonSOLE
73278L105POOLPOOL CORP COM$7,8890.04%19,787CommonSOLE
13321L108CCJCAMECO CORP$7,8330.04%181,740CommonSOLE
29476L107EQREQUITY RESIDENTIAL$7,7750.04%127,120CommonSOLE
91912E105VALEVALE S A$7,7480.04%488,503CommonSOLE
125523100CITHE CIGNA GROUP$7,7430.04%25,856CommonSOLE
056752108BIDUBAIDU INC SPON$7,7000.04%64,660CommonSOLE
G16250105BROOKFIELD REINS LTD$7,6740.04%190,092CommonSOLE
717081103PFEPFIZER INC$7,6470.04%265,620CommonSOLE
911363109URIUNITED RENTALS INC$7,3520.04%12,821CommonSOLE
82575P107SBSWSIBANYE STILLWATER LTD$7,1680.04%1,320,010CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$7,0780.04%378,686CommonSOLE
G6683N103NUNU HLDGS LTD ORD$6,9930.04%839,517CommonSOLE
780287108RGLDROYAL GOLD INC$6,9130.04%57,152CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$6,7970.04%426,154CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$6,7850.04%12,446CommonSOLE
67079A102NUVEI CORPORATION$6,7640.03%257,594CommonSOLE
784730103SSRMSSR MNG INC$6,7020.03%622,825CommonSOLE
001055102AFLAFLAC INC$6,6600.03%80,730CommonSOLE
199908104FIXCOMFORT SYS USA INC$6,6550.03%32,359CommonSOLE
012653101ALBALBEMARLE CORP$6,3800.03%44,155CommonSOLE
579780206MKCMCCORMICK & CO INC$6,2900.03%91,931CommonSOLE
036752103ELVELEVANCE HEALTH INC$6,2400.03%13,233CommonSOLE
070830104BBWIBATH & BODY WORKS INC$6,1980.03%143,614CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$6,1560.03%196,191CommonSOLE
91529Y106UNMUNUM GROUP$6,1170.03%135,263CommonSOLE
38059T106GFIGOLD FIELDS LTD$6,0670.03%419,539CommonSOLE
46655E100DCDAKOTA GOLD CORP$6,0440.03%2,306,786CommonSOLE
172967424CCITIGROUP INC$6,0060.03%116,758CommonSOLE
H1467J104CBCHUBB LIMITED$5,9800.03%26,461CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$5,9190.03%16,383CommonSOLE
758849103REGREGENCY CTRS CORP$5,8940.03%87,974CommonSOLE
95040Q104WELLWELLTOWER INC$5,7720.03%64,014CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,5940.03%53,935CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,5520.03%108,212CommonSOLE
03831W108APPAPPLOVIN CORP$5,5300.03%138,765CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5,5250.03%11,801CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$5,5180.03%50,604CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5,4710.03%35,279CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$5,1950.03%66,036CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,0880.03%20,868CommonSOLE
59156R108METMETLIFE INC$5,0120.03%75,784CommonSOLE
422806208HEI/AHEICO CORP NEW$4,9220.03%34,554CommonSOLE
00191U102EFORASGN INC$4,8580.03%50,512CommonSOLE
40412C101HCAHCA HOLDINGS INC$4,8210.02%17,810CommonSOLE
78464A870XBISPDR SER TR$4,7680.02%53,399CommonSOLE
534187109LNCLINCOLN NATL CORP IND$4,6650.02%172,983CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4,4860.02%34,928CommonSOLE
05465C100AXAXOS FINANCIAL INC$4,4650.02%81,780CommonSOLE
15135B101CNCCENTENE CORP DEL$4,4400.02%59,825CommonSOLE
92338C103VLTOVERALTO CORP$4,2340.02%51,475CommonSOLE
464288372IGFISHARES TR$4,1870.02%89,000CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$4,1100.02%37,341CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,8890.02%15,947CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$3,8580.02%63,075CommonSOLE
857477103STTSTATE STR CORP$3,8550.02%49,764CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3,8370.02%24,402CommonSOLE
244199105DEDEERE & CO$3,7160.02%9,294CommonSOLE
574599106MASMASCO CORP$3,5450.02%52,930CommonSOLE
228368106CCKCROWN HLDGS INC$3,5360.02%38,393CommonSOLE
58155Q103MCKMCKESSON CORP$3,4440.02%7,438CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3,3820.02%8,767CommonSOLE
366651107ITGARTNER INC$3,2740.02%7,258CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3,2410.02%7,150CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,1570.02%83,748CommonSOLE
513272104LWLAMB WESTON HLDGS INC$3,1430.02%29,079CommonSOLE
941848103WATWATERS CORP$3,0560.02%9,281CommonSOLE
848637104SPLKCHFSPLUNK INC$3,0510.02%20,023CommonSOLE
147528103CASYCASEYS GEN STORES INC$3,0090.02%10,953CommonSOLE
907818108UNPUNION PAC CORP$2,8580.01%11,636CommonSOLE
G02602103DOXAMDOCS LTD$2,7990.01%31,843CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2,7520.01%6,763CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,6730.01%21,996CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,6580.01%20,443CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$2,6530.01%47,286CommonSOLE
464285204IAUISHARES GOLD TR$2,5610.01%65,617CommonSOLE
98149E303GLDMWORLD GOLD TR$2,5580.01%62,534CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2,5080.01%75,277CommonSOLE
46432F842IEFAISHARES TR$2,5000.01%35,539CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$2,4810.01%86,310CommonSOLE
931142103WMTWALMART INC$2,4590.01%15,594CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$2,4530.01%80,668CommonSOLE
G65431127NENOBLE CORP PLC$2,4530.01%50,937CommonSOLE
053332102AZOAUTOZONE INC$2,4280.01%939CommonSOLE
78463V107GLDSPDR GOLD TR$2,4170.01%12,642CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$2,3870.01%34,692CommonSOLE
55354G100MSCIMSCI INC$2,2480.01%3,974CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2,2460.01%29,052CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2,1620.01%9,279CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,1090.01%2,401CommonSOLE
H11356104BGBUNGE GLOBAL SA$2,0850.01%20,654CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$2,0380.01%10,789CommonSOLE
87612E106TGTTARGET CORP$1,9920.01%13,989CommonSOLE
464288273SCZISHARES TR$1,9440.01%31,410CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$1,9380.01%8,526CommonSOLE
46428Q109SLVISHARES SILVER TR$1,9380.01%89,000CommonSOLE
88160R101TSLATESLA INC$1,9110.01%7,692CommonSOLE
21874C102CNMCORE & MAIN INC$1,9000.01%47,013CommonSOLE
042068205ARMARM HOLDINGS PLC$1,8740.01%24,935CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,8430.01%2,065,000CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1,7540.01%23,600CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$1,7400.01%95,901CommonSOLE
69318G106PBFPBF ENERGY INC$1,6580.01%37,725CommonSOLE
65290E101NXTNEXTRACKER INC$1,6490.01%35,193CommonSOLE
252131107DXCMDEXCOM INC$1,6380.01%13,204CommonSOLE
70614WAB6PTON 0 02/15/26PELOTON INTERACTIVE INC$1,5570.01%2,000,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1,5520.01%5,926CommonSOLE
46434V423KSAISHARES TR$1,5460.01%36,518CommonSOLE
46434V738IEURISHARES TR$1,5430.01%28,037CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$1,5360.01%2,460,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1,5050.01%11,183CommonSOLE
78462F953SPDR S&P 500 ETF TR$1,4400.01%8,336PUTSOLE
23331A109DHID R HORTON INC$1,4180.01%9,331CommonSOLE
370334104GISGENERAL MLS INC$1,4000.01%21,485CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1,3890.01%39,937CommonSOLE
09062X103BIIBBIOGEN IDEC INC$1,3820.01%5,342CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1,3430.01%4,906CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1,2940.01%4,985CommonSOLE
842587107SOSOUTHERN CO$1,2850.01%18,331CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1,2810.01%26,664CommonSOLE
64110L106NFLXNETFLIX INC$1,1260.01%2,311CommonSOLE
626717102MURMURPHY OIL CORP$1,1070.01%25,953CommonSOLE
464288281EMBISHARES TR$1,1030.01%12,385CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,0890.01%4,606CommonSOLE
464288869IWCISHARES TR$1,0730.01%9,246CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,0710.01%8,168CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,0610.01%15,661CommonSOLE
464287630IWNISHARES TR$1,0600.01%6,823CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,0550.01%1,110CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,0340.01%13,447CommonSOLE
31428X106FDXFEDEX CORP$1,0330.01%4,083CommonSOLE
369604301GEGENERAL ELECTRIC CO$1,0280.01%8,051CommonSOLE
98419M100XYLXYLEM INC$1,0170.01%8,889CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,0140.01%3,971CommonSOLE
704326107PAYXPAYCHEX INC$1,0120.01%8,495CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$9930.01%7,141CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9870.01%3,154CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9440.00%991,000CommonSOLE
22266T109CPNGCOUPANG INC$9400.00%58,048CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$9290.00%16,400CommonSOLE
464286400EWZISHARES INC$9090.00%26,000CommonSOLE
40434L105HPQHP INC$9040.00%30,034CommonSOLE
427866108HSYHERSHEY CO$8950.00%4,803CommonSOLE
690742101OCOWENS CORNING NEW$8660.00%5,845CommonSOLE
576485205MTDRMATADOR RES CO$8610.00%15,147CommonSOLE
171340102CHDCHURCH & DWIGHT INC$8590.00%9,085CommonSOLE
30034W106EVRGEVERGY INC$8470.00%16,232CommonSOLE
98980G102ZSZSCALER INC$8400.00%3,793CommonSOLE
92189F106GDXVANECK ETF TRUST$8370.00%27,000CommonSOLE
871829107SYYSYSCO CORP$8360.00%11,429CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$8350.00%4,383CommonSOLE
83066P309SKILSKILLSOFT CORP$8310.00%47,262CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$8200.00%9,494CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$8160.00%22,323CommonSOLE
46435G425ESGUISHARES TR$8130.00%7,750CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$7970.00%13,830CommonSOLE
45168D104IDXXIDEXX LABS INC$7630.00%1,374CommonSOLE
464287648IWOISHARES TR$7560.00%2,996CommonSOLE
701094104PHPARKER-HANNIFIN CORP$7420.00%1,610CommonSOLE
34959E109FTNTFORTINET INC$7400.00%12,636CommonSOLE
423452101HPHELMERICH & PAYNE INC$7390.00%20,392CommonSOLE
668771108GENGEN DIGITAL INC$7260.00%31,796CommonSOLE
311900104FASTFASTENAL CO$7200.00%11,115CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$7010.00%20,518CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$6890.00%1,031CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6880.00%1,953CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$6830.00%3,540CommonSOLE
097023105BABOEING CO$6810.00%2,611CommonSOLE
205887102CAGCONAGRA FOODS INC$6750.00%23,536CommonSOLE
56585A102MPCMARATHON PETE CORP$6680.00%4,501CommonSOLE
60770K107MRNAMODERNA INC$6640.00%6,679CommonSOLE
571903202MARMARRIOTT INTL INC NEW$6620.00%2,937CommonSOLE
92840M102VSTVISTRA CORP$6590.00%17,119CommonSOLE
749685103RPMRPM INTL INC$6590.00%5,901CommonSOLE
988498101YUMYUM BRANDS INC$6550.00%5,016CommonSOLE
189054109CLXCLOROX CO DEL$6530.00%4,580CommonSOLE
354613101BENFRANKLIN RESOURCES INC$6510.00%21,854CommonSOLE
761152107RMDRESMED INC$6330.00%3,678CommonSOLE
778296103ROSTROSS STORES INC$6330.00%4,577CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$6280.00%5,586CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6260.00%10,894CommonSOLE
03073E105CORCENCORA INC$6250.00%3,045CommonSOLE
832696405SJMSMUCKER J M CO$6190.00%4,894CommonSOLE
969904101WSMWILLIAMS SONOMA INC$6190.00%3,070CommonSOLE
149123101CATCATERPILLAR INC DEL$6100.00%2,062CommonSOLE
436440101HO1HOLOGIC INC$5960.00%8,348CommonSOLE
02005N100ALLYALLY FINL INC$5950.00%17,041CommonSOLE
278865100ECLECOLAB INC$5880.00%2,963CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5840.00%2,414CommonSOLE
526057104LENLENNAR CORP$5800.00%3,893CommonSOLE
172908105CTASCINTAS CORP$5740.00%953CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$5740.00%11,247CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$5710.00%24,354CommonSOLE
745867101PHMPULTE GROUP INC$5690.00%5,509CommonSOLE
032095101APHAMPHENOL CORP NEW$5690.00%5,744CommonSOLE
04621X108AIZASSURANT INC$5680.00%3,373CommonSOLE
92556V106VTRSVIATRIS INC$5660.00%52,239CommonSOLE
487836108KKELLANOVA$5630.00%10,077CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5590.00%1,799CommonSOLE
629377508NRGNRG ENERGY INC$5590.00%10,817CommonSOLE
693506107PPGPPG INDS INC$5580.00%3,728CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5570.00%5,745CommonSOLE
46434V647REETISHARES TR$5540.00%22,912CommonSOLE
086516101BBYBEST BUY INC$5500.00%7,022CommonSOLE
626755102MUSAMURPHY USA INC$5490.00%1,539CommonSOLE
03076C106AMPAMERIPRISE FINL INC$5330.00%1,402CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5230.00%3,184CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$5210.00%10,589CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5200.00%5,816CommonSOLE
285512109EAELECTRONIC ARTS INC$5200.00%3,799CommonSOLE
833445109SNOWSNOWFLAKE INC$5160.00%2,593CommonSOLE
45784P101PODDINSULET CORP$5140.00%2,371CommonSOLE
679295105OKTAOKTA INC$5110.00%5,648CommonSOLE
718546104PSXPHILLIPS 66$5070.00%3,809CommonSOLE
406216101HALHALLIBURTON CO$5070.00%14,014CommonSOLE
46435U218SUSLISHARES TR$5040.00%5,969CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5030.00%11,476CommonSOLE
452327109ILMNILLUMINA INC$4980.00%3,573CommonSOLE
64110D104NTAPNETAPP INC$4950.00%5,614CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$4880.00%6,071CommonSOLE
17888H103CIVICIVITAS RESOURCES INC$4850.00%7,095CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$4830.00%3,780CommonSOLE
278642103EBAYEBAY INC.$4640.00%10,636CommonSOLE
68268W103OMFONEMAIN HLDGS INC$4640.00%9,424CommonSOLE
670346105NUENUCOR CORP$4630.00%2,660CommonSOLE
18915M107NETCLOUDFLARE INC$4560.00%5,473CommonSOLE
084423102WRBBERKLEY W R CORP$4550.00%6,427CommonSOLE
525327102LDOSLEIDOS HLDGS INC$4540.00%4,198CommonSOLE
372460105GPCGENUINE PARTS CO$4530.00%3,273CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4500.00%2,351CommonSOLE
81730H109SSENTINELONE INC$4470.00%16,301CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$4460.00%6,004CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$4400.00%363CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4280.00%4,244CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4240.00%3,484CommonSOLE
889478103TOLTOLL BROTHERS INC$4240.00%4,129CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4220.00%2,525CommonSOLE
89055F103BLDTOPBUILD CORP$4160.00%1,112CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$4160.00%2,722CommonSOLE
879369106TFXTELEFLEX INCORPORATED$4150.00%1,666CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$4140.00%3,203CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4140.00%3,683CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4110.00%4,364CommonSOLE
277432100EMNEASTMAN CHEM CO$4040.00%4,502CommonSOLE
688239201OSKOSHKOSH CORP$3970.00%3,660CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3940.00%1,830CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3930.00%1,444CommonSOLE
61945C103MOSMOSAIC CO NEW$3920.00%10,974CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3920.00%786CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$3890.00%2,549CommonSOLE
526107107LIILENNOX INTL INC$3870.00%864CommonSOLE
59001A102MTHMERITAGE HOMES CORP$3810.00%2,188CommonSOLE
216648402COOPER COS INC$3750.00%992CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$3720.00%51,000CommonSOLE
150870103CECELANESE CORP DEL$3710.00%2,389CommonSOLE
G3223R108EGEVEREST RE GROUP LTD$3680.00%1,042CommonSOLE
349915AA6FORTUNA SILVER MINES INC$3650.00%371,000CommonSOLE
942622200WSOWATSCO INC$3650.00%853CommonSOLE
16359R103CHECHEMED CORP NEW$3650.00%624CommonSOLE
384802104GWWGRAINGER W W INC$3640.00%439CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$3640.00%1,660CommonSOLE
74758T303QLYSQUALYS INC$3610.00%1,841CommonSOLE
G8473T100STESTERIS PLC$3610.00%1,643CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3610.00%31,734CommonSOLE
876030107TPRTAPESTRY INC$3610.00%9,815CommonSOLE

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.