MondegarAI
CI INVESTMENTS INC.

Q2 2024 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2024-08-12 · accession 0001163648-24-000012

$25.4M
Reported value
1,257
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1257

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.5M17.8%8,269,682CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M5.14%2,919,090CommonSOLE
023135106AMZNAMAZON COM INC$1.0M4.09%5,378,168CommonSOLE
67066G104NVDANVIDIA CORPORATION$956,7273.77%7,744,265CommonSOLE
02079K107GOOGALPHABET INC$699,6692.76%3,814,574CommonSOLE
037833100AAPLAPPLE INC$643,5022.53%3,055,273CommonSOLE
30303M102METAMETA PLATFORMS INC$607,0512.39%1,203,940CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$518,9442.04%1,176,317CommonSOLE
532457108LLYLILLY ELI & CO$493,5051.94%545,080CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$484,7161.91%2,788,768CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$404,0251.59%793,357CommonSOLE
81762P102NOWSERVICENOW INC$364,6911.44%463,588CommonSOLE
02079K305GOOGLALPHABET INC$321,3061.27%1,763,961CommonSOLE
92826C839VVISA INC$313,9121.24%1,195,995CommonSOLE
11135F101AVGOBROADCOM INC$292,7351.15%182,329CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$287,0761.13%1,419,342CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$253,8181.00%466,612CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$240,5440.95%1,482,916CommonSOLE
16411R208LNGCHENIERE ENERGY INC$234,2370.92%1,339,800CommonSOLE
48251W104KKRKKR & CO INC$203,5580.80%1,934,226CommonSOLE
912008109USFDUS FOODS HLDG CORP$187,2730.74%3,534,790CommonSOLE
863667101SYKSTRYKER CORPORATION$172,4130.68%506,722CommonSOLE
060505104BACBANK OF AMERICA CORP$165,1560.65%4,152,771CommonSOLE
00724F101ADBEADOBE INC$161,2840.64%290,319CommonSOLE
74340W103PLDPROLOGIS INC.$157,9630.62%1,406,488CommonSOLE
58933Y105MRKMERCK & CO INC NEW$157,4790.62%1,272,041CommonSOLE
038222105AMATAPPLIED MATLS INC$155,7760.61%660,097CommonSOLE
46982L108JJACOBS SOLUTIONS INC$151,1740.60%1,082,059CommonSOLE
78409V104SPGIS&P GLOBAL INC$140,1780.55%314,301CommonSOLE
969457100WMBWILLIAMS COS INC DEL$137,7270.54%3,240,639CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$136,7110.54%1,458,409CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$134,6870.53%672,527CommonSOLE
11271J107BNBROOKFIELD CORP$130,6940.51%3,146,221CommonSOLE
742718109PGPROCTER & GAMBLE CO$130,6910.51%792,450CommonSOLE
92276F100VTRVENTAS INC$130,2150.51%2,540,279CommonSOLE
032654105ADIANALOG DEVICES INC$129,3420.51%566,643CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$128,4410.51%1,667,846CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$127,1810.50%3,422,534CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$125,1560.49%226,321CommonSOLE
46434G103IEMGISHARES INC$123,8470.49%2,313,606CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$122,7290.48%2,525,287CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$119,6740.47%609,646CommonSOLE
235851102DHRDANAHER CORP DEL$118,7660.47%475,349CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$116,1270.46%29,314CommonSOLE
78464A870XBISPDR SER TR$114,7940.45%1,238,209CommonSOLE
29444U700EQIXEQUINIX INC$114,3930.45%151,193CommonSOLE
00766T100ACMAECOM$112,3010.44%1,274,127CommonSOLE
98978V103ZTSZOETIS INC$112,0950.44%646,602CommonSOLE
00206R102TAT&T INC$108,7750.43%5,692,062CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$106,2270.42%234,850CommonSOLE
79466L302CRMSALESFORCE COM INC$99,3210.39%386,311CommonSOLE
464287176TIPISHARES TR$96,7530.38%906,100CommonSOLE
949746101WMT2WELLS FARGO CO NEW$96,1130.38%1,618,336CommonSOLE
595112103MUMICRON TECHNOLOGY INC$92,6710.36%704,558CommonSOLE
00130H105AESAES CORP$92,1640.36%5,245,542CommonSOLE
87612G101TRGPTARGA RES CORP$91,8200.36%712,998CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$91,7360.36%353,771CommonSOLE
191216100KOCOCA COLA CO$91,1280.36%1,431,694CommonSOLE
925652109VICIVICI PPTYS INC$90,4850.36%3,159,390CommonSOLE
609207105MDLZMONDELEZ INTL INC$84,5500.33%1,292,017CommonSOLE
816851109SRESEMPRA ENERGY$82,7980.33%1,088,586CommonSOLE
025816109AXPAMERICAN EXPRESS CO$82,1340.32%354,713CommonSOLE
29364G103ETRENTERGY CORP NEW$80,2850.32%750,329CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$79,5910.31%130CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$76,2780.30%2,779,797CommonSOLE
166764100CVXCHEVRON CORP NEW$74,8080.29%478,253CommonSOLE
438516106HONHONEYWELL INTL INC$72,2590.28%338,387CommonSOLE
49446R109KIMKIMCO RLTY CORP$72,1340.28%3,706,778CommonSOLE
65339F101NEENEXTERA ENERGY INC$71,2500.28%1,006,216CommonSOLE
127190304CACICACI INTL INC$69,3620.27%161,257CommonSOLE
893641100TDGTRANSDIGM GROUP INC$69,2290.27%54,186CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$68,9770.27%1,748,916CommonSOLE
G54950103LINLINDE PLC$68,3070.27%155,663CommonSOLE
747525103QCOMQUALCOMM INC$68,1920.27%342,366CommonSOLE
464287184FXIISHARES TR$67,4740.27%2,596,137CommonSOLE
126408103CSXCSX CORP$64,6680.25%1,933,270CommonSOLE
233051879ASHRDBX ETF TR$64,2730.25%2,726,889CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$63,5610.25%3,535,099CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$63,2250.25%540,521CommonSOLE
09247X101BLKCHFBLACKROCK INC$63,1310.25%80,185CommonSOLE
20825C104COPCONOCOPHILLIPS$62,3720.25%545,302CommonSOLE
654106103NKENIKE INC$61,6890.24%818,476CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$61,6160.24%203,079CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$61,0570.24%840,083CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$60,7480.24%969,643CommonSOLE
30231G102XOMEXXON MOBIL CORP$60,6890.24%527,180CommonSOLE
428103105HESMHESS MIDSTREAM LP$59,7030.24%1,638,402CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$59,5660.23%613,832CommonSOLE
36828A101GEVGE VERNOVA INC$58,4970.23%341,069CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$57,2190.23%149,324CommonSOLE
871607107SNPSSYNOPSYS INC$56,7920.22%95,439CommonSOLE
615369105MCOMOODYS CORP$56,4230.22%134,043CommonSOLE
478160104JNJJOHNSON & JOHNSON$53,8570.21%368,477CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$53,1840.21%740,309CommonSOLE
437076102HDHOME DEPOT INC$53,1120.21%154,288CommonSOLE
22160N109CSGPCOSTAR GROUP INC$53,0100.21%715,002CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$51,4550.20%1,259,304CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$50,9080.20%47,808CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$50,7650.20%2,198,569CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$48,8090.19%2,490,243CommonSOLE
931142103WMTWALMART INC$48,2980.19%713,312CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$47,9640.19%733,387CommonSOLE
92343E102VRSNVERISIGN INC$46,7780.18%263,094CommonSOLE
133131102CPTCAMDEN PPTY TR$46,4050.18%425,303CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$46,2990.18%335,718CommonSOLE
040413106ANETEURARISTA NETWORKS INC$46,1020.18%131,541CommonSOLE
461202103INTUINTUIT$44,6150.18%67,886CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$43,5460.17%553,109CommonSOLE
548661107LOWLOWES COS INC$43,4830.17%197,238CommonSOLE
855244109SBUXSTARBUCKS CORP$42,7860.17%549,598CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$42,4300.17%95,380CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$41,9850.17%2,227,346CommonSOLE
68389X105ORCLORACLE CORP$41,5570.16%294,318CommonSOLE
743315103PGRPROGRESSIVE CORP$41,4670.16%199,639CommonSOLE
882508104TXNTEXAS INSTRS INC$41,3840.16%212,737CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$40,8470.16%210,138CommonSOLE
464288513HYGISHARES TR$40,7320.16%528,022CommonSOLE
G8068L108SNSHARKNINJA INC$39,5430.16%526,181CommonSOLE
58733R102MELIMERCADOLIBRE INC$39,1030.15%23,794CommonSOLE
291011104EMREMERSON ELEC CO$38,8370.15%352,554CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$38,6740.15%553,283CommonSOLE
458140100INTCINTEL CORP$38,2870.15%1,236,263CommonSOLE
670837103OGEOGE ENERGY CORP$37,7320.15%1,056,909CommonSOLE
866674104SUISUN CMNTYS INC$37,6370.15%312,752CommonSOLE
G25508105CRHCRH PLC$35,5900.14%474,658CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$35,3910.14%41,637CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$34,8910.14%291,897CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$34,8030.14%475,262CommonSOLE
92189F106GDXVANECK ETF TRUST$32,9440.13%970,929CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$32,8800.13%120,255CommonSOLE
00287Y109ABBVABBVIE INC$32,7240.13%190,789CommonSOLE
G17977110BURBURFORD CAP LTD$32,0220.13%2,453,809CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$31,4160.12%665,728CommonSOLE
482480100KLACKLA CORP$30,4050.12%36,877CommonSOLE
036752103ELVELEVANCE HEALTH INC$30,0080.12%55,379CommonSOLE
042068205ARMARM HOLDINGS PLC$29,6660.12%181,313CommonSOLE
17275R102CSCOCISCO SYS INC$28,7740.11%605,634CommonSOLE
464287432TLTISHARES TR$27,9920.11%304,991CommonSOLE
464286392URTHISHARES INC$27,6400.11%187,400CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$27,5140.11%1,898,839CommonSOLE
231561101CWCURTISS WRIGHT CORP$26,9340.11%99,393CommonSOLE
23804L103DDOGDATADOG INC$26,8990.11%207,407CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$26,5370.10%697,437CommonSOLE
58155Q103MCKMCKESSON CORP$25,7680.10%44,120CommonSOLE
651639106NEMNEWMONT CORP$25,7000.10%613,810CommonSOLE
580135101MCDMCDONALDS CORP$24,6200.10%96,610CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$24,5680.10%2,211,354CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$24,2950.10%117,607CommonSOLE
26875P101EOGEOG RES INC$24,0850.09%191,350CommonSOLE
95040Q104WELLWELLTOWER INC$23,9420.09%229,660CommonSOLE
031100100AMEAMETEK INC$23,9190.09%143,478CommonSOLE
150185106CEDAR FAIR L P$23,8500.09%438,826CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$23,8030.09%135,739CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$23,4840.09%135,787CommonSOLE
670100205NVONOVO-NORDISK A S$23,3020.09%163,247CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$23,1010.09%317,014CommonSOLE
03831W108APPAPPLOVIN CORP$22,9800.09%276,131CommonSOLE
46266C105IQVIQVIA HLDGS INC$22,9120.09%108,361CommonSOLE
82509L107SHOPSHOPIFY INC$22,4720.09%340,223CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22,1080.09%54,347CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$22,0530.09%1,079,968CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$21,3270.08%138,578CommonSOLE
496902404KGCKINROSS GOLD CORP$19,7970.08%2,379,410CommonSOLE
78464A391EBNDSPDR SER TR$19,6780.08%989,323CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$19,6320.08%74,893CommonSOLE
46434V738IEURISHARES TR$18,7900.07%329,937CommonSOLE
88339J105TTDTHE TRADE DESK INC$18,7390.07%191,860CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$18,5700.07%368,750CommonSOLE
126402106CSWCSW INDUSTRIALS INC$18,4640.07%69,594CommonSOLE
199908104FIXCOMFORT SYS USA INC$18,4610.07%60,704CommonSOLE
254687106DISDISNEY WALT CO$18,3750.07%185,068CommonSOLE
464287242LQDISHARES TR$18,3620.07%171,414CommonSOLE
760759100RSGREPUBLIC SVCS INC$18,2290.07%93,798CommonSOLE
G6683N103NUNU HLDGS LTD ORD$18,0280.07%1,398,641CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$17,7980.07%322,375CommonSOLE
031162100AMGNAMGEN INC$17,2500.07%55,210CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$17,0830.07%174,854CommonSOLE
29250N105ENBENBRIDGE INC$17,0730.07%479,708CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$17,0400.07%270,347CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$16,4610.06%277,771CommonSOLE
H5919C104ONONON HLDG AG$16,1510.06%416,265CommonSOLE
19247G107COHRCOHERENT CORP$15,6090.06%215,422CommonSOLE
42809H107HESHESS CORP$15,4990.06%105,067CommonSOLE
26874R108EENI S P A$15,4010.06%500,182CommonSOLE
29446M102EQNREQUINOR ASA$15,3590.06%537,776CommonSOLE
780259305SHELSHELL PLC$15,3160.06%212,186CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$15,2610.06%165,211CommonSOLE
055622104BPBP PLC$15,1940.06%420,877CommonSOLE
89151E109TTENTOTALENERGIES SE$15,0240.06%225,309CommonSOLE
570535104MKLMARKEL GROUP CORP$14,6840.06%9,319CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$14,5480.06%169,479CommonSOLE
722304102PDDPDD HOLDINGS INC$14,5140.06%109,171CommonSOLE
872540109TJXTJX COS INC NEW$14,4360.06%131,115CommonSOLE
052800109ALVAUTOLIV INC$13,9340.05%130,240CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$13,6490.05%440,582CommonSOLE
617700109MORNMORNINGSTAR INC$13,4930.05%45,609CommonSOLE
464288372IGFISHARES TR$13,3700.05%279,000CommonSOLE
717081103PFEPFIZER INC$13,3390.05%476,719CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$13,1470.05%279,729CommonSOLE
49177J102KVUEKENVUE INC$12,8440.05%706,485CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$12,5590.05%645,057CommonSOLE
125523100CITHE CIGNA GROUP$11,9310.05%36,092CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$11,8870.05%305,347CommonSOLE
12532H104GIBCGI INC$11,3630.04%113,844CommonSOLE
98138H101WDAYWORKDAY INC$11,3210.04%50,639CommonSOLE
002824100ABTABBOTT LABS$11,3150.04%108,888CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$11,1120.04%149,774CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$10,8410.04%264,410CommonSOLE
683344105ONTOONTO INNOVATION INC COM$10,4340.04%47,524CommonSOLE
94106L109WMWASTE MGMT INC DEL$10,4140.04%48,813CommonSOLE
207410101CNMDCONMED CORP$10,1320.04%146,169CommonSOLE
46187W107INVHINVITATION HOMES INC$10,0800.04%280,852CommonSOLE
758750103RRXREGAL REXNOR CORPORATION$10,0380.04%74,238CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$10,0140.04%24,315CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$9,5460.04%146,570CommonSOLE
464288588MBBISHARES TR$9,5350.04%103,857CommonSOLE
713448108PEPPEPSICO INC$9,5300.04%57,785CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$9,4760.04%361,944CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9,2190.04%44,562CommonSOLE
74460D109PSAPUBLIC STORAGE$9,1460.04%31,797CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$9,1440.04%12,453CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$8,8400.03%186,067CommonSOLE
101121101BXPBOSTON PROPERTIES INC$8,7630.03%142,357CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$8,7210.03%121,121CommonSOLE
375558103GILDGILEAD SCIENCES INC$8,6120.03%125,525CommonSOLE
46432F842IEFAISHARES TR$8,6090.03%118,522CommonSOLE
444859102HUMHUMANA INC$8,4960.03%22,737CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$8,4650.03%914,149CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$8,2520.03%163,412CommonSOLE
00912X302ALAIR LEASE CORP$8,0840.03%170,090CommonSOLE
911363109URIUNITED RENTALS INC$8,0310.03%12,418CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$7,8980.03%489,359CommonSOLE
G16250105BROOKFIELD REINS LTD$7,8390.03%188,492CommonSOLE
421298100HAYWHAYWARD HLDGS INC$7,8180.03%635,633CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7,6170.03%36,148CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$7,5410.03%67,540CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$7,4160.03%295,098CommonSOLE
64110W102NTESNETEASE COM INC$7,3030.03%76,402CommonSOLE
780287108RGLDROYAL GOLD INC$7,2470.03%57,902CommonSOLE
47215P106JDJD.COM INC$7,2290.03%279,765CommonSOLE
744320102PRUPRUDENTIAL FINL INC$7,2190.03%61,605CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$7,1840.03%783,434CommonSOLE
38059T106GFIGOLD FIELDS LTD$7,1460.03%479,629CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7,0650.03%51,610CommonSOLE
001055102AFLAFLAC INC$7,0340.03%78,760CommonSOLE
29476L107EQREQUITY RESIDENTIAL$7,0070.03%101,055CommonSOLE
534187109LNCLINCOLN NATL CORP IND$6,9820.03%224,502CommonSOLE
91529Y106UNMUNUM GROUP$6,9660.03%136,286CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$6,8890.03%366,063CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$6,8880.03%183,542CommonSOLE
513272104LWLAMB WESTON HLDGS INC$6,8810.03%81,834CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$6,7740.03%86,354CommonSOLE
056525108BMIBADGER METER INC$6,7450.03%36,194CommonSOLE
59156R108METMETLIFE INC$6,4730.03%92,221CommonSOLE
172967424CCITIGROUP INC$6,4410.03%101,495CommonSOLE
617446448MSMORGAN STANLEY$6,3060.02%64,881CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$6,3040.02%5,998CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6,2940.02%13,428CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$6,2500.02%45,323CommonSOLE
G5960L103MDTMEDTRONIC PLC$6,2390.02%79,263CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$6,0820.02%30,382CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6,0770.02%70,201CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,9130.02%142,376CommonSOLE
H1467J104CBCHUBB LIMITED$5,8240.02%22,834CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$5,7800.02%7,054CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5,7320.02%19,190CommonSOLE
46655E100DCDAKOTA GOLD CORP$5,7130.02%2,240,335CommonSOLE
40412C101HCAHCA HOLDINGS INC$5,6800.02%17,680CommonSOLE
070830104BBWIBATH & BODY WORKS INC$5,6000.02%143,414CommonSOLE
88160R101TSLATESLA INC$5,4970.02%27,780CommonSOLE
126650100CVSCVS HEALTH CORP$5,4530.02%92,322CommonSOLE
79589L106IOTSAMSARA INC$5,4510.02%161,736CommonSOLE
12572Q105CMECME GROUP INC$5,4060.02%27,496CommonSOLE
91912E105VALEVALE S A$5,3050.02%474,898CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5,2230.02%67,025CommonSOLE
464288281EMBISHARES TR$5,2180.02%58,983CommonSOLE
05465C100AXAXOS FINANCIAL INC$5,1310.02%89,780CommonSOLE
64110L106NFLXNETFLIX INC$5,1270.02%7,596CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4,8880.02%41,395CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4,8550.02%16,733CommonSOLE
74762E102QUREQUANTA SVCS INC$4,8400.02%19,050CommonSOLE
075887109BDXBECTON DICKINSON & CO$4,7050.02%20,131CommonSOLE
758849103REGREGENCY CTRS CORP$4,6040.02%74,019CommonSOLE
819047101SHAKSHAKE SHACK INC$4,5800.02%50,889CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$4,4290.02%14,897CommonSOLE
N00985106AERAERCAP HOLDINGS NV$4,3520.02%46,700CommonSOLE
73278L105POOLPOOL CORP COM$4,3130.02%14,033CommonSOLE
72352L106PINSPINTEREST INC$4,3110.02%97,815CommonSOLE
37959E102GLGLOBE LIFE INC$4,2870.02%52,108CommonSOLE
00191U102EFORASGN INC$4,1990.02%47,621CommonSOLE
92338C103VLTOVERALTO CORP$4,1830.02%43,810CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY$3,9700.02%3,882CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3,9530.02%28,882CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$3,9170.02%39,223CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3,8800.02%8,307CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,8440.02%93,221CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3,7680.01%27,226CommonSOLE
872590104TMUST-MOBILE US INC$3,4440.01%19,547CommonSOLE
012653101ALBALBEMARLE CORP$3,3780.01%35,363CommonSOLE
228368106CCKCROWN HLDGS INC$3,3570.01%45,126CommonSOLE
907818108UNPUNION PAC CORP$3,2950.01%14,561CommonSOLE
147528103CASYCASEYS GEN STORES INC$3,2220.01%8,445CommonSOLE
184496107CLHCLEAN HARBORS INC$3,1900.01%14,105CommonSOLE
336433107FSLRFIRST SOLAR INC$3,1740.01%14,077CommonSOLE
91879Q109MTNVAIL RESORTS INC$3,1730.01%17,614CommonSOLE
366651107ITGARTNER INC$3,0780.01%6,855CommonSOLE
15135B101CNCCENTENE CORP DEL$3,0330.01%45,743CommonSOLE
23331A109DHID R HORTON INC$2,9450.01%20,895CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2,8760.01%86,105CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$2,8700.01%38,781CommonSOLE
941848103WATWATERS CORP$2,8640.01%9,873CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$2,8470.01%38,637CommonSOLE
857477103STTSTATE STR CORP$2,8060.01%37,923CommonSOLE
G02602103DOXAMDOCS LTD$2,7470.01%34,811CommonSOLE
056752108BIDUBAIDU INC$2,7260.01%31,526CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2,6600.01%11,145CommonSOLE
13321L108CCJCAMECO CORP$2,6400.01%53,665CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$2,6360.01%41,043CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2,6180.01%26,255CommonSOLE
053332102AZOAUTOZONE INC$2,5970.01%876CommonSOLE
03073E105CORCENCORA INC$2,5770.01%11,438CommonSOLE
498894104KNFKNIFE RIVER CORP$2,5600.01%36,500CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$2,4730.01%18,907CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2,4690.01%16,239CommonSOLE
65290E101NXTNEXTRACKER INC$2,4620.01%52,513CommonSOLE
46428Q109SLVISHARES SILVER TR$2,3650.01%89,000CommonSOLE
60937P106MDBMONGODB INC$2,3570.01%9,429CommonSOLE
40434L105HPQHP INC$2,3390.01%66,799CommonSOLE
574599106MASMASCO CORP$2,2800.01%34,200CommonSOLE
98139A105WKWORKIVA INC$2,2700.01%31,100CommonSOLE
87612E106TGTTARGET CORP$2,2640.01%15,295CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$2,2590.01%81,722CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2,2270.01%87,915CommonSOLE
21874C102CNMCORE & MAIN INC$2,0920.01%42,744CommonSOLE
G29183103ETNEATON CORP PLC$2,0860.01%6,653CommonSOLE
92189F676SMHVANECK ETF TRUST$2,0120.01%7,716CommonSOLE
464285204IAUISHARES GOLD TR$1,9160.01%43,617CommonSOLE
98149E303GLDMWORLD GOLD TR$1,9140.01%41,534CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,8960.01%2,065,000CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$1,8900.01%85,333CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1,8690.01%27,267CommonSOLE
464288273SCZISHARES TR$1,8640.01%30,247CommonSOLE
37637K108GTLBGITLAB INC$1,8310.01%36,830CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,8300.01%17,142CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1,8050.01%8,791CommonSOLE
18915M107NETCLOUDFLARE INC$1,8040.01%21,776CommonSOLE
370334104GISGENERAL MLS INC$1,7840.01%28,195CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$1,7330.01%2,000,000CommonSOLE
009066101ABNBAIRBNB INC$1,7240.01%11,372CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1,6930.01%7,146CommonSOLE
46090E953INVESCO QQQ TR$1,6810.01%14,569PUTSOLE
252131107DXCMDEXCOM INC$1,6660.01%14,697CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,6480.01%11,924CommonSOLE
98419M100XYLXYLEM INC$1,6460.01%12,134CommonSOLE
78463V107GLDSPDR GOLD TR$1,6430.01%7,642CommonSOLE
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$1,6300.01%40,000CommonSOLE
92840M102VSTVISTRA CORP$1,5810.01%18,387CommonSOLE
833445109SNOWSNOWFLAKE INC$1,5700.01%11,621CommonSOLE
31428X106FDXFEDEX CORP$1,5330.01%5,113CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1,5190.01%53,517CommonSOLE
369604301GEGENERAL ELECTRIC CO$1,4980.01%9,424CommonSOLE
09062X103BIIBBIOGEN IDEC INC$1,4470.01%6,243CommonSOLE
842587107SOSOUTHERN CO$1,4030.01%18,081CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1,4010.01%5,429CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,3860.01%34,880CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,3380.01%10,320CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,3070.01%1,238CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,2610.00%16,986CommonSOLE
704326107PAYXPAYCHEX INC$1,2320.00%10,393CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,2250.00%11,816CommonSOLE
032095101APHAMPHENOL CORP NEW$1,2180.00%18,084CommonSOLE
G9460G101VALVALARIS LTD$1,1920.00%16,000CommonSOLE
504922105LHLABCORP HOLDINGS INC$1,1890.00%5,844CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,1860.00%5,524CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1,1800.00%2,707CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,1680.00%8,439CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,1510.00%14,295CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$1,1490.00%1,550,000CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$1,1400.00%402,775CommonSOLE
60770K107MRNAMODERNA INC$1,1380.00%9,582CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1,1180.00%2,211CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1,1140.00%5,480CommonSOLE
500754106KHCKRAFT HEINZ CO$1,1130.00%34,547CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,1080.00%7,071CommonSOLE
626717102MURMURPHY OIL CORP$1,0850.00%26,306CommonSOLE
45168D104IDXXIDEXX LABS INC$1,0730.00%2,202CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1,0640.00%10,578CommonSOLE
427866108HSYHERSHEY CO$1,0480.00%5,701CommonSOLE
871829107SYYSYSCO CORP$1,0460.00%14,657CommonSOLE
761152107RMDRESMED INC$1,0270.00%5,366CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1,0170.00%2,635CommonSOLE
464288869IWCISHARES TR$1,0150.00%8,904CommonSOLE
464287655IWMISHARES TR$1,0140.00%5,000CommonSOLE
30034W106EVRGEVERGY INC$1,0090.00%19,051CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$1,0060.00%48,170CommonSOLE
464287630IWNISHARES TR$1,0010.00%6,571CommonSOLE
46435G425ESGUISHARES TR$9660.00%8,100CommonSOLE
149123101CATCATERPILLAR INC DEL$9640.00%2,895CommonSOLE
464286400EWZISHARES INC$9570.00%35,000CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9280.00%991,000CommonSOLE
278865100ECLECOLAB INC$9060.00%3,805CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$9000.00%70,475CommonSOLE
749685103RPMRPM INTL INC$8940.00%8,307CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$8840.00%25,131CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8800.00%3,622CommonSOLE
172908105CTASCINTAS CORP$8730.00%1,247CommonSOLE
205887102CAGCONAGRA FOODS INC$8660.00%30,472CommonSOLE
571903202MARMARRIOTT INTL INC NEW$8640.00%3,575CommonSOLE
690742101OCOWENS CORNING NEW$8560.00%4,929CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$8370.00%22,323CommonSOLE
189054109CLXCLOROX CO DEL$8200.00%6,011CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$8060.00%77,837CommonSOLE
G65431127NENOBLE CORP PLC$8010.00%17,947CommonSOLE
311900104FASTFASTENAL CO$7950.00%12,646CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$7900.00%565CommonSOLE
988498101YUMYUM BRANDS INC$7890.00%5,955CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7760.00%12,296CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7700.00%1,803CommonSOLE
487836108KKELLANOVA$7610.00%13,201CommonSOLE
464287648IWOISHARES TR$7580.00%2,886CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$7550.00%7,482CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$7550.00%2,292CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$7370.00%2,470CommonSOLE
832696405SJMSMUCKER J M CO$7290.00%6,683CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$7290.00%42,045CommonSOLE
46434V423KSAISHARES TR$7270.00%17,907CommonSOLE
78462F953SPDR S&P 500 ETF TR$7240.00%1,987PUTSOLE
697435105PANWPALO ALTO NETWORKS INC$7200.00%2,123CommonSOLE
086516101BBYBEST BUY INC$7150.00%8,479CommonSOLE
69318G106PBFPBF ENERGY INC$7140.00%15,510CommonSOLE
698884103PARPAR TECHNOLOGY CORP$7060.00%15,000CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$7050.00%2,612CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$7050.00%2,741CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$6960.00%14,081CommonSOLE
436440101HO1HOLOGIC INC$6940.00%9,347CommonSOLE
629377508NRGNRG ENERGY INC$6930.00%8,905CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$6900.00%7,020CommonSOLE
278642103EBAYEBAY INC.$6870.00%12,786CommonSOLE
464286707EWQISHARES INC$6800.00%18,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6640.00%6,629CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6640.00%16,959CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6570.00%6,827CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD$6560.00%31,200CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$6390.00%5,890CommonSOLE
464286822EWWISHARES INC$6230.00%11,000CommonSOLE
778296103ROSTROSS STORES INC$6150.00%4,233CommonSOLE
74349Y837PSQPROSHARES TR$6140.00%15,160CommonSOLE
G8473T100STESTERIS PLC$6130.00%2,791CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6080.00%5,998CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$6080.00%13,635CommonSOLE
406216101HALHALLIBURTON CO$6050.00%17,901CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$6010.00%13,586CommonSOLE
04016X101ARGXARGENX SE$6000.00%1,395CommonSOLE
084423102WRBBERKLEY W R CORP$5990.00%7,626CommonSOLE
02005N100ALLYALLY FINL INC$5900.00%14,866CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5870.00%3,882CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5870.00%2,133CommonSOLE
64110D104NTAPNETAPP INC$5860.00%4,546CommonSOLE
354613101BENFRANKLIN RESOURCES INC$5830.00%26,063CommonSOLE
693506107PPGPPG INDS INC$5790.00%4,602CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$5770.00%2,979CommonSOLE
92556V106VTRSVIATRIS INC$5750.00%54,128CommonSOLE
372460105GPCGENUINE PARTS CO$5740.00%4,147CommonSOLE
46435U218SUSLISHARES TR$5690.00%5,844CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5580.00%9,622CommonSOLE
452327109ILMNILLUMINA INC$5480.00%5,247CommonSOLE
75513E101RTXRTX CORPORATION$5430.00%5,404CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5390.00%4,080CommonSOLE
285512109EAELECTRONIC ARTS INC$5350.00%3,842CommonSOLE
876030107TPRTAPESTRY INC$5350.00%12,511CommonSOLE
277432100EMNEASTMAN CHEM CO$5330.00%5,437CommonSOLE
384802104GWWGRAINGER W W INC$5330.00%591CommonSOLE
526057104LENLENNAR CORP$5320.00%3,549CommonSOLE
668771108GENGEN DIGITAL INC$5300.00%21,224CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5250.00%2,444CommonSOLE
61945C103MOSMOSAIC CO NEW$5240.00%18,147CommonSOLE
45784P101PODDINSULET CORP$5180.00%2,566CommonSOLE
46434V647REETISHARES TR$5130.00%22,064CommonSOLE
071813109BAXBAXTER INTL INC$5090.00%15,225CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5000.00%1,772CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4980.00%2,284CommonSOLE
216648501COOCOOPER COS INC$4950.00%5,668CommonSOLE
097023105BABOEING CO$4890.00%2,686CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4830.00%4,531CommonSOLE
942622200WSOWATSCO INC$4740.00%1,024CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$4630.00%1,917CommonSOLE
69047Q102OVVOVINTIV INC$4630.00%9,889CommonSOLE
55354G100MSCIMSCI INC$4590.00%953CommonSOLE
349915AA6FORTUNA SILVER MINES INC$4570.00%371,000CommonSOLE
09073M104TECHBIO-TECHNE CORP$4550.00%6,347CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$4540.00%61,069CommonSOLE
105532105BAKBRASKEM S A$4520.00%70,000CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$4510.00%2,857CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4460.00%1,654CommonSOLE
440452100HRLHORMEL FOODS CORP$4440.00%14,555CommonSOLE
12514G108CDWCDW CORP$4280.00%1,912CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$4270.00%8,579CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4240.00%2,150CommonSOLE
150870103CECELANESE CORP DEL$4240.00%3,143CommonSOLE
74348A210RWMPROSHARES TR$4160.00%20,000CommonSOLE

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.