MondegarAI
CI INVESTMENTS INC.

Q3 2024 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2024-11-12 · accession 0001163648-24-000024

$26.3M
Reported value
1,276
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1276

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.8M18.2%8,269,682CommonSOLE
594918104MSFTMICROSOFT CORP$1.2M4.59%2,803,204CommonSOLE
023135106AMZNAMAZON COM INC$961,8153.66%5,161,890CommonSOLE
67066G104NVDANVIDIA CORPORATION$869,4423.31%7,159,430CommonSOLE
30303M102METAMETA PLATFORMS INC$711,6102.71%1,243,118CommonSOLE
037833100AAPLAPPLE INC$699,6442.66%3,002,763CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$563,5232.14%1,141,196CommonSOLE
02079K107GOOGALPHABET INC$533,7562.03%3,192,509CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$516,6191.97%883,592CommonSOLE
532457108LLYELI LILLY & CO$408,4721.55%461,061CommonSOLE
11135F101AVGOBROADCOM INC$372,5501.42%2,159,712CommonSOLE
81762P102NOWSERVICENOW INC$334,5881.27%374,096CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$308,8981.18%1,464,943CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$275,0901.05%1,583,977CommonSOLE
48251W104KKRKKR & CO INC$248,6460.95%1,904,165CommonSOLE
92826C839VVISA INC$246,8010.94%897,622CommonSOLE
02079K305GOOGLALPHABET INC$240,9030.92%1,452,532CommonSOLE
16411R208LNGCHENIERE ENERGY INC$240,7160.92%1,338,499CommonSOLE
912008109USFDUS FOODS HLDG CORP$231,2460.88%3,760,103CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$216,2070.82%1,317,693CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$187,5940.71%326,955CommonSOLE
11271J107BNBROOKFIELD CORP$184,0580.70%3,462,983CommonSOLE
92276F100VTRVENTAS INC$177,7950.68%2,772,416CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$168,5620.64%648,266CommonSOLE
060505104BACBANK OF AMERICA CORP$166,5660.63%4,197,720CommonSOLE
74340W103PLDPROLOGIS INC.$157,1730.60%1,244,635CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$156,5540.60%1,429,852CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$150,8720.57%626,806CommonSOLE
46982L108JJACOBS SOLUTIONS INC$148,2490.56%1,132,536CommonSOLE
58933Y105MRKMERCK & CO INC NEW$147,6320.56%1,300,031CommonSOLE
925652109VICIVICI PPTYS INC$146,0070.56%4,383,293CommonSOLE
78409V104SPGIS&P GLOBAL INC$144,3560.55%279,424CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$143,7800.55%34,135CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$143,3910.55%405,655CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$140,2550.53%1,673,683CommonSOLE
742718109PGPROCTER & GAMBLE CO$139,9970.53%808,298CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$139,8430.53%3,642,696CommonSOLE
969457100WMBWILLIAMS COS INC DEL$139,3160.53%3,051,837CommonSOLE
00766T100ACMAECOM$134,5880.51%1,303,254CommonSOLE
98978V103ZTSZOETIS INC$134,5160.51%688,483CommonSOLE
29444U700EQIXEQUINIX INC$133,2690.51%150,140CommonSOLE
235851102DHRDANAHER CORP DEL$132,0450.50%474,949CommonSOLE
863667101SYKSTRYKER CORPORATION$129,5090.49%358,495CommonSOLE
00130H105AESAES CORP$129,1930.49%6,440,316CommonSOLE
038222105AMATAPPLIED MATLS INC$125,6750.48%622,001CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$125,3800.48%202,693CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$122,1470.46%5,340,947CommonSOLE
032654105ADIANALOG DEVICES INC$121,8940.46%529,581CommonSOLE
00206R102TAT&T INC$121,7410.46%5,533,660CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$117,7380.45%237,801CommonSOLE
78464A870XBISPDR SER TR$113,0510.43%1,144,245CommonSOLE
191216100KOCOCA COLA CO$105,3150.40%1,465,555CommonSOLE
464287176TIPISHARES TR$100,0750.38%905,900CommonSOLE
00724F101ADBEADOBE INC$98,6390.38%190,504CommonSOLE
29364G103ETRENTERGY CORP NEW$98,0200.37%744,780CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$97,3080.37%2,777,050CommonSOLE
87612G101TRGPTARGA RES CORP$96,2540.37%650,322CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$94,5760.36%336,128CommonSOLE
025816109AXPAMERICAN EXPRESS CO$93,8600.36%346,092CommonSOLE
79466L302CRMSALESFORCE COM INC$92,8020.35%339,054CommonSOLE
36828A101GEVGE VERNOVA INC$87,8140.33%344,396CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$86,3980.33%125CommonSOLE
816851109SRESEMPRA ENERGY$84,9840.32%1,016,191CommonSOLE
595112103MUMICRON TECHNOLOGY INC$78,7520.30%759,348CommonSOLE
127190304CACICACI INTL INC$77,9750.30%154,541CommonSOLE
49446R109KIMKIMCO RLTY CORP$76,7940.29%3,307,239CommonSOLE
09247X101BLKCHFBLACKROCK INC$76,4640.29%80,530CommonSOLE
893641100TDGTRANSDIGM GROUP INC$75,3480.29%52,797CommonSOLE
65339F101NEENEXTERA ENERGY INC$74,5840.28%882,335CommonSOLE
743315103PGRPROGRESSIVE CORP$73,3340.28%288,990CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$73,2770.28%974,952CommonSOLE
482480100KLACKLA CORP$72,7400.28%93,930CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$71,7950.27%1,438,190CommonSOLE
166764100CVXCHEVRON CORP NEW$71,5510.27%485,846CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$68,9890.26%1,733,386CommonSOLE
464287184FXIISHARES TR$68,2860.26%2,148,706CommonSOLE
609207105MDLZMONDELEZ INTL INC$66,7220.25%905,690CommonSOLE
64110L106NFLXNETFLIX INC$65,8680.25%92,867CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$64,9340.25%652,669CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$64,4070.25%620,433CommonSOLE
615369105MCOMOODYS CORP$63,5980.24%134,007CommonSOLE
G25508105CRHCRH PLC$63,4870.24%684,567CommonSOLE
126408103CSXCSX CORP$63,4440.24%1,837,368CommonSOLE
G54950103LINLINDE PLC$62,8710.24%131,843CommonSOLE
438516106HONHONEYWELL INTL INC$62,8530.24%304,063CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$62,0300.24%3,524,423CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$59,9660.23%744,366CommonSOLE
30231G102XOMEXXON MOBIL CORP$59,5530.23%508,042CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$59,5370.23%2,136,990CommonSOLE
437076102HDHOME DEPOT INC$59,2750.23%146,285CommonSOLE
931142103WMTWALMART INC$59,0760.22%731,585CommonSOLE
871607107SNPSSYNOPSYS INC$58,5040.22%115,532CommonSOLE
949746101WMT2WELLS FARGO CO NEW$57,9210.22%1,025,327CommonSOLE
428103105HESMHESS MIDSTREAM LP$57,6080.22%1,633,356CommonSOLE
46434G103IEMGISHARES INC$57,4210.22%1,000,196CommonSOLE
20825C104COPCONOCOPHILLIPS$57,2800.22%544,070CommonSOLE
478160104JNJJOHNSON & JOHNSON$57,0040.22%351,745CommonSOLE
654106103NKENIKE INC$56,7210.22%641,636CommonSOLE
58733R102MELIMERCADOLIBRE INC$54,5160.21%26,568CommonSOLE
548661107LOWLOWES COS INC$54,3240.21%200,569CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$53,5310.20%691,348CommonSOLE
22160N109CSGPCOSTAR GROUP INC$53,3470.20%707,150CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$52,8310.20%656,367CommonSOLE
92189F106GDXVANECK ETF TRUST$52,4620.20%1,317,486CommonSOLE
G8068L108SNSHARKNINJA INC$52,2070.20%480,241CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$51,9090.20%2,227,855CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$51,6480.20%1,228,839CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$51,1210.19%104,059CommonSOLE
40415F101HDBHDFC BANK LTD$50,8970.19%813,573CommonSOLE
133131102CPTCAMDEN PPTY TR$49,5130.19%400,814CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$49,2690.19%175,667CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$49,2010.19%853,882CommonSOLE
067901108ABXBARRICK GOLD CORP$48,4240.18%2,434,599CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$47,3660.18%553,731CommonSOLE
68389X105ORCLORACLE CORP$46,6780.18%273,928CommonSOLE
199908104FIXCOMFORT SYS USA INC$46,6540.18%119,518CommonSOLE
040413106ANETEURARISTA NETWORKS INC$46,5040.18%121,161CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$45,3380.17%55,556CommonSOLE
464288513HYGISHARES TR$44,8360.17%558,358CommonSOLE
046353108AZNNASTRAZENECA PLC$43,7250.17%561,229CommonSOLE
882508104TXNTEXAS INSTRS INC$43,4470.17%210,327CommonSOLE
670837103OGEOGE ENERGY CORP$42,8740.16%1,045,199CommonSOLE
98419M100XYLXYLEM INC$42,7020.16%316,240CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$41,9590.16%180,423CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$40,6800.15%342,567CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$40,5830.15%562,712CommonSOLE
231561101CWCURTISS WRIGHT CORP$40,2430.15%122,433CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$38,8530.15%469,584CommonSOLE
291011104EMREMERSON ELEC CO$38,0330.14%347,744CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$37,6990.14%282,183CommonSOLE
00287Y109ABBVABBVIE INC$37,2240.14%188,497CommonSOLE
866674104SUISUN CMNTYS INC$37,0570.14%274,194CommonSOLE
G17977110BURBURFORD CAP LTD$34,7170.13%2,618,198CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$34,3160.13%117,678CommonSOLE
036752103ELVELEVANCE HEALTH INC$33,6710.13%64,751CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$32,8840.13%659,262CommonSOLE
88160R101TSLATESLA INC$32,4080.12%123,871CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$32,0540.12%71,290CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$31,8160.12%672,791CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$31,4070.12%973,857CommonSOLE
651639106NEMNEWMONT CORP$31,3420.12%586,381CommonSOLE
17275R102CSCOCISCO SYS INC$30,4230.12%571,648CommonSOLE
580135101MCDMCDONALDS CORP$29,7990.11%97,860CommonSOLE
46434V738IEURISHARES TR$29,6690.11%486,937CommonSOLE
95040Q104WELLWELLTOWER INC$29,5470.11%230,780CommonSOLE
464287432TLTISHARES TR$28,4690.11%290,207CommonSOLE
98138H101WDAYWORKDAY INC$28,3420.11%115,960CommonSOLE
747525103QCOMQUALCOMM INC$28,2680.11%166,232CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$27,8420.11%2,519,626CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$27,3250.10%1,078,766CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$27,3170.10%1,895,696CommonSOLE
82509L107SHOPSHOPIFY INC$27,2190.10%339,643CommonSOLE
46266C105IQVIQVIA HLDGS INC$26,0270.10%109,833CommonSOLE
458140100INTCINTEL CORP$25,4120.10%1,083,199CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$25,1260.10%323,751CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$25,0800.10%53,926CommonSOLE
496902404KGCKINROSS GOLD CORP$24,9840.10%2,669,231CommonSOLE
47215P106JDJD.COM INC$24,7700.09%619,242CommonSOLE
88339J105TTDTHE TRADE DESK INC$24,7280.09%225,521CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$24,6980.09%53,661CommonSOLE
031100100AMEAMETEK INC$24,5740.09%143,112CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$24,3510.09%309,213CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$23,5390.09%106,472CommonSOLE
05464C101AXONAXON ENTERPRISE INC$23,4610.09%58,711CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$22,8570.09%140,436CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$22,6520.09%66,273CommonSOLE
461202103INTUINTUIT$22,4920.09%36,219CommonSOLE
464286392URTHISHARES INC$22,0080.08%140,258CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$21,9260.08%74,444CommonSOLE
23804L103DDOGDATADOG INC$21,7130.08%188,707CommonSOLE
26875P101EOGEOG RES INC$21,6600.08%176,198CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$21,3520.08%119,407CommonSOLE
233051879ASHRDBX ETF TR$20,7010.08%724,070CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$20,6230.08%173,844CommonSOLE
58155Q103MCKMCKESSON CORP$20,3360.08%41,131CommonSOLE
126402106CSWCSW INDUSTRIALS INC$20,2290.08%55,211CommonSOLE
78464A391EBNDSPDR SER TR$20,2290.08%951,073CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$20,1310.08%288,411CommonSOLE
760759100RSGREPUBLIC SVCS INC$19,6380.07%97,779CommonSOLE
464287242LQDISHARES TR$19,6010.07%173,494CommonSOLE
29250N105ENBENBRIDGE INC$19,4090.07%477,926CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$18,4760.07%93,800CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$18,3870.07%106,655CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$18,0340.07%20,343CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$17,9030.07%168,706CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$17,8640.07%347,000CommonSOLE
464288372IGFISHARES TR$17,7980.07%326,981CommonSOLE
031162100AMGNAMGEN INC$17,7460.07%55,075CommonSOLE
03831W108APPAPPLOVIN CORP$17,6570.07%135,253CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$17,6550.07%116,294CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$17,0040.06%421,826CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$16,3260.06%254,811CommonSOLE
49177J102KVUEKENVUE INC$16,2200.06%701,258CommonSOLE
002824100ABTABBOTT LABS$16,1210.06%141,399CommonSOLE
19247G107COHRCOHERENT CORP$15,9970.06%179,920CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$15,6550.06%303,745CommonSOLE
336433107FSLRFIRST SOLAR INC$15,2230.06%61,030CommonSOLE
60937P106MDBMONGODB INC$15,1860.06%56,170CommonSOLE
42809H107HESHESS CORP$14,7420.06%108,556CommonSOLE
717081103PFEPFIZER INC$14,5440.06%502,546CommonSOLE
29446M102EQNREQUINOR ASA$14,0720.05%555,534CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$13,8050.05%306,638CommonSOLE
872540109TJXTJX COS INC NEW$13,6080.05%115,771CommonSOLE
617700109MORNMORNINGSTAR INC$13,5770.05%42,546CommonSOLE
055622104BPBP PLC$13,3630.05%425,710CommonSOLE
780259305SHELSHELL PLC$13,2060.05%200,245CommonSOLE
254687106DISDISNEY WALT CO$13,1320.05%136,524CommonSOLE
26874R108EENI S P A$13,0790.05%431,518CommonSOLE
G6683N103NUNU HLDGS LTD ORD$12,9810.05%950,983CommonSOLE
12532H104GIBCGI INC$12,9730.05%112,844CommonSOLE
89151E109TTENTOTALENERGIES SE$12,8830.05%199,358CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$12,8090.05%435,374CommonSOLE
125523100CITHE CIGNA GROUP$12,4350.05%35,894CommonSOLE
46187W107INVHINVITATION HOMES INC$12,1190.05%343,691CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$11,6450.04%52,200CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$11,5310.04%221,450CommonSOLE
74460D109PSAPUBLIC STORAGE$11,5160.04%31,648CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$11,4240.04%42,152CommonSOLE
872590104TMUST-MOBILE US INC$11,3080.04%54,794CommonSOLE
855244109SBUXSTARBUCKS CORP$11,2880.04%115,787CommonSOLE
758750103RRXREGAL REXNOR CORPORATION$11,2180.04%67,629CommonSOLE
722304102PDDPDD HOLDINGS INC$11,1400.04%82,636CommonSOLE
101121101BXPBXP INC$11,0730.04%137,616CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$10,9880.04%68,403CommonSOLE
052800109ALVAUTOLIV INC$10,9580.04%117,360CommonSOLE
98980G102ZSZSCALER INC$10,8920.04%63,719CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$10,8790.04%945,142CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$10,8060.04%134,704CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$10,6990.04%248,872CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$10,6970.04%635,204CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$10,6330.04%266,628CommonSOLE
94106L109WMWASTE MGMT INC DEL$10,5490.04%50,816CommonSOLE
713448108PEPPEPSICO INC$10,4610.04%61,517CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$10,4350.04%31,262CommonSOLE
H5919C104ONONON HLDG AG$10,4020.04%207,420CommonSOLE
750491102RDNTRADNET INC$10,0820.04%145,298CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$10,0550.04%169,183CommonSOLE
375558103GILDGILEAD SCIENCES INC$9,9760.04%118,991CommonSOLE
207410101CNMDCONMED CORP$9,9140.04%137,843CommonSOLE
911363109URIUNITED RENTALS INC$9,8500.04%12,164CommonSOLE
78462F953SPDR S&P 500 ETF TR$9,7590.04%22,842PUTSOLE
32054K103FRFIRST INDL RLTY TR INC$9,7340.04%173,887CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$9,7160.04%182,772CommonSOLE
683344105ONTOONTO INNOVATION INC COM$9,5510.04%46,018CommonSOLE
570535104MKLMARKEL GROUP CORP$9,4620.04%6,032CommonSOLE
421298100HAYWHAYWARD HLDGS INC$9,4540.04%616,328CommonSOLE
74762E102QUREQUANTA SVCS INC$9,1620.03%30,731CommonSOLE
46432F842IEFAISHARES TR$9,1290.03%116,958CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$9,1100.03%10,297CommonSOLE
464288588MBBISHARES TR$9,0980.03%94,957CommonSOLE
73278L105POOLPOOL CORP$8,4510.03%22,429CommonSOLE
87422Q109TLNTALEN ENERGY CORP$8,4100.03%47,186CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$8,1530.03%503,883CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$8,1500.03%36,184CommonSOLE
228368106CCKCROWN HLDGS INC$8,0980.03%84,456CommonSOLE
056752108BIDUBAIDU INC$8,0620.03%76,572CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$8,0390.03%178,207CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$8,0000.03%112,144CommonSOLE
38059T106GFIGOLD FIELDS LTD$7,9830.03%520,097CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$7,9070.03%222,542CommonSOLE
252131107DXCMDEXCOM INC$7,9010.03%117,861CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$7,8680.03%175,194CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$7,7980.03%766,784CommonSOLE
780287108RGLDROYAL GOLD INC$7,7790.03%55,447CommonSOLE
00912X302ALAIR LEASE CORP$7,6860.03%169,703CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7,6720.03%89,311CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$7,5060.03%7,140CommonSOLE
617446448MSMORGAN STANLEY$7,4940.03%71,895CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$7,4730.03%280,629CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$7,3650.03%40,261CommonSOLE
001055102AFLAFLAC INC$7,2690.03%65,015CommonSOLE
91529Y106UNMUNUM GROUP$7,2250.03%121,557CommonSOLE
59156R108METMETLIFE INC$7,1620.03%86,828CommonSOLE
744320102PRUPRUDENTIAL FINL INC$7,0000.03%57,801CommonSOLE
534187109LNCLINCOLN NATL CORP IND$6,8820.03%218,401CommonSOLE
464288281EMBISHARES TR$6,7920.03%72,583CommonSOLE
37959E102GLGLOBE LIFE INC$6,7520.03%63,748CommonSOLE
78463V107GLDSPDR GOLD TR$6,7190.03%27,643CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$6,6240.03%358,042CommonSOLE
056525108BMIBADGER METER INC$6,5950.03%30,194CommonSOLE
H1467J104CBCHUBB LIMITED$6,5130.02%22,583CommonSOLE
172967424CCITIGROUP INC$6,4310.02%102,734CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6,4020.02%123,738CommonSOLE
G5960L103MDTMEDTRONIC PLC$6,3720.02%70,775CommonSOLE
40412C101HCAHCA HOLDINGS INC$6,2980.02%15,497CommonSOLE
29476L107EQREQUITY RESIDENTIAL$5,9790.02%80,294CommonSOLE
37637K108GTLBGITLAB INC$5,7930.02%112,389CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5,7750.02%21,284CommonSOLE
126650100CVSCVS HEALTH CORP$5,7180.02%90,939CommonSOLE
05465C100AXAXOS FINANCIAL INC$5,6450.02%89,782CommonSOLE
G29183103ETNEATON CORP PLC$5,6090.02%16,923CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$5,5280.02%9,457CommonSOLE
46655E100DCDAKOTA GOLD CORP$5,2990.02%2,245,335CommonSOLE
819047101SHAKSHAKE SHACK INC$5,2520.02%50,889CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$5,2160.02%80,483CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5,0650.02%40,546CommonSOLE
758849103REGREGENCY CTRS CORP$5,0230.02%69,535CommonSOLE
369550108GDGENERAL DYNAMICS CORP$4,9980.02%16,540CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4,8900.02%25,223CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4,6460.02%124,882CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$4,6010.02%13,353CommonSOLE
21874C102CNMCORE & MAIN INC$4,5860.02%103,291CommonSOLE
345370860FFORD MTR CO DEL$4,5270.02%428,666CommonSOLE
94419L101WWAYFAIR INC$4,4960.02%80,026CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4,4740.02%47,670CommonSOLE
498894104KNFKNIFE RIVER CORP$4,4610.02%49,902CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$4,4130.02%41,149CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4,3570.02%55,836CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4,3500.02%31,905CommonSOLE
00191U102EFORASGN INC$4,3140.02%46,272CommonSOLE
075887109BDXBECTON DICKINSON & CO$4,0010.02%16,596CommonSOLE
23331A109DHID R HORTON INC$3,9990.02%20,963CommonSOLE
184496107CLHCLEAN HARBORS INC$3,9910.02%16,513CommonSOLE
907818108UNPUNION PAC CORP$3,9390.01%15,981CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3,8620.01%40,768CommonSOLE
444859102HUMHUMANA INC$3,6620.01%11,561CommonSOLE
366651107ITGARTNER INC$3,5250.01%6,956CommonSOLE
941848103WATWATERS CORP$3,5120.01%9,758CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3,3640.01%12,155CommonSOLE
012653101ALBALBEMARLE CORP$3,3500.01%35,368CommonSOLE
72352L106PINSPINTEREST INC$3,2940.01%101,765CommonSOLE
91879Q109MTNVAIL RESORTS INC$3,2650.01%18,731CommonSOLE
92343E102VRSNVERISIGN INC$3,2490.01%17,105CommonSOLE
15135B101CNCCENTENE CORP DEL$3,1560.01%41,927CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3,1380.01%83,716CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$3,1300.01%137,834CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3,1190.01%39,912CommonSOLE
518439104ELLAUDER ESTEE COS INC$3,1030.01%31,126CommonSOLE
G02602103DOXAMDOCS LTD$2,9880.01%34,152CommonSOLE
M98068105WIXWIX COM LTD$2,9450.01%17,615CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$2,9360.01%41,042CommonSOLE
98149E303GLDMWORLD GOLD TR$2,8950.01%55,534CommonSOLE
147528103CASYCASEYS GEN STORES INC$2,8870.01%7,683CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2,8670.01%25,364CommonSOLE
464285204IAUISHARES GOLD TR$2,8640.01%57,617CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$2,7550.01%19,635CommonSOLE
632307104NTRANATERA INC$2,7250.01%21,465CommonSOLE
053332102AZOAUTOZONE INC$2,7220.01%864CommonSOLE
87612E106TGTTARGET CORP$2,7050.01%17,353CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2,6540.01%16,403CommonSOLE
03073E105CORCENCORA INC$2,6190.01%11,638CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2,5880.01%109,416CommonSOLE
74349Y837PSQPROSHARES TR$2,5700.01%65,160CommonSOLE
98139A105WKWORKIVA INC$2,4490.01%30,959CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$2,3820.01%86,231CommonSOLE
574599106MASMASCO CORP$2,3190.01%27,632CommonSOLE
46428Q109SLVISHARES SILVER TR$2,3010.01%81,000CommonSOLE
92840M102VSTVISTRA CORP$2,1810.01%18,396CommonSOLE
M20791105CAMTCAMTEK LTD$2,1500.01%26,929CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2,0500.01%7,821CommonSOLE
464288273SCZISHARES TR$2,0480.01%30,247CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1,9990.01%97,697CommonSOLE
370334104GISGENERAL MLS INC$1,9760.01%26,751CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,9360.01%2,065,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1,9330.01%7,164CommonSOLE
88579Y101MMM3M CO$1,9280.01%14,104CommonSOLE
18915M107NETCLOUDFLARE INC$1,9190.01%23,724CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1,8520.01%54,683CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,8480.01%12,986CommonSOLE
806857108SLBSCHLUMBERGER LTD$1,8330.01%43,700CommonSOLE
369604301GEGE AEROSPACE$1,8320.01%9,713CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$1,7940.01%2,000,000CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1,7920.01%6,020CommonSOLE
G9460G101VALVALARIS LTD$1,6730.01%30,000CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,6580.01%17,153CommonSOLE
670100205NVONOVO-NORDISK A S$1,6030.01%13,462CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1,5920.01%3,015CommonSOLE
31428X106FDXFEDEX CORP$1,5320.01%5,596CommonSOLE
704326107PAYXPAYCHEX INC$1,5180.01%11,313CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,4950.01%6,015CommonSOLE
842587107SOSOUTHERN CO$1,4860.01%16,473CommonSOLE
03743Q108APAAPA CORPORATION$1,4800.01%60,509CommonSOLE
833445109SNOWSNOWFLAKE INC$1,4520.01%12,638CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1,4350.01%6,128CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,4260.01%34,152CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1,4230.01%21,571CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,3880.01%1,205CommonSOLE
40434L105HPQHP INC$1,3880.01%38,708CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1,3830.01%9,239CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,3820.01%15,512CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1,3480.01%11,463CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1,3430.01%2,125CommonSOLE
92338C103VLTOVERALTO CORP$1,3220.01%11,817CommonSOLE
761152107RMDRESMED INC$1,3190.01%5,402CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,3010.00%17,766CommonSOLE
M7516K103NVMINOVA LTD$1,2960.00%6,219CommonSOLE
504922105LHLABCORP HOLDINGS INC$1,2660.00%5,667CommonSOLE
46090E953INVESCO QQQ TR$1,2440.00%3,765PUTSOLE
032095101APHAMPHENOL CORP NEW$1,2320.00%18,903CommonSOLE
871829107SYYSYSCO CORP$1,2220.00%15,659CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,2050.00%11,504CommonSOLE
201723103CMCCOMMERCIAL METALS CO$1,1990.00%21,810CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,1770.00%3,084CommonSOLE
30034W106EVRGEVERGY INC$1,1630.00%18,748CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$1,1590.00%151,507CommonSOLE
25470MAF6DISH 0 12/15/25DISH NETWORK CORPORATION$1,1500.00%1,320,000CommonSOLE
09062X103BIIBBIOGEN IDEC INC$1,1350.00%5,854CommonSOLE
427866108HSYHERSHEY CO$1,1230.00%5,854CommonSOLE
464287630IWNISHARES TR$1,0960.00%6,571CommonSOLE
172908105CTASCINTAS CORP$1,0920.00%5,304CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1,0790.00%21,428CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$1,0680.00%21,573CommonSOLE
487836108KKELLANOVA$1,0520.00%13,035CommonSOLE
278865100ECLECOLAB INC$1,0370.00%4,061CommonSOLE
749685103RPMRPM INTL INC$1,0330.00%8,536CommonSOLE
464286400EWZISHARES INC$1,0320.00%35,000CommonSOLE
45168D104IDXXIDEXX LABS INC$1,0310.00%2,041CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1,0280.00%8,668CommonSOLE
205887102CAGCONAGRA FOODS INC$1,0100.00%31,062CommonSOLE
311900104FASTFASTENAL CO$1,0070.00%14,100CommonSOLE
46435G425ESGUISHARES TR$9970.00%7,900CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$9900.00%27,396CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9890.00%3,597CommonSOLE
189054109CLXCLOROX CO DEL$9600.00%5,892CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$9540.00%15,369CommonSOLE
086516101BBYBEST BUY INC$9500.00%9,194CommonSOLE
75513E101RTXRTX CORPORATION$9440.00%7,792CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9430.00%6,980CommonSOLE
571903202MARMARRIOTT INTL INC NEW$9330.00%3,753CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9270.00%991,000CommonSOLE
626717102MURMURPHY OIL CORP$9120.00%27,029CommonSOLE
03076C106AMPAMERIPRISE FINL INC$8950.00%1,906CommonSOLE
278642103EBAYEBAY INC.$8880.00%13,642CommonSOLE
988498101YUMYUM BRANDS INC$8800.00%6,300CommonSOLE
629377508NRGNRG ENERGY INC$8620.00%9,458CommonSOLE
464287648IWOISHARES TR$8200.00%2,886CommonSOLE
690742101OCOWENS CORNING NEW$8040.00%4,556CommonSOLE
46434V423KSAISHARES TR$7890.00%18,477CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$7880.00%3,057CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$7860.00%7,026CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$7840.00%523CommonSOLE
444859902HUMANA INC$7820.00%869CALLSOLE
149123101CATCATERPILLAR INC DEL$7760.00%1,985CommonSOLE
88642R109TDWTIDEWATER INC$7690.00%10,712CommonSOLE
832696405SJMSMUCKER J M CO$7650.00%6,321CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$7590.00%7,298CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$7420.00%2,551CommonSOLE
718172109PMPHILIP MORRIS INTL INC$7310.00%6,025CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7130.00%6,454CommonSOLE
20030N101CMCSACOMCAST CORP NEW$7110.00%17,027CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$7020.00%13,948CommonSOLE
04016X101ARGXARGENX SE$7000.00%1,292CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$6960.00%9,374CommonSOLE
526057104LENLENNAR CORP$6930.00%3,695CommonSOLE
084423102WRBBERKLEY W R CORP$6920.00%12,195CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$6890.00%4,197CommonSOLE
277432100EMNEASTMAN CHEM CO$6860.00%6,126CommonSOLE
500754106KHCKRAFT HEINZ CO$6830.00%19,458CommonSOLE
384802104GWWGRAINGER W W INC$6700.00%645CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$6690.00%5,803CommonSOLE
042068205ARMARM HOLDINGS PLC$6680.00%4,672CommonSOLE
778296103ROSTROSS STORES INC$6590.00%4,378CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD$6560.00%31,200CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$6550.00%2,182CommonSOLE
452327109ILMNILLUMINA INC$6490.00%4,979CommonSOLE
G65431127NENOBLE CORP PLC$6490.00%17,946CommonSOLE
693506107PPGPPG INDS INC$6480.00%4,893CommonSOLE
26884L109EQTEQT CORP$6420.00%17,509CommonSOLE
876030107TPRTAPESTRY INC$6290.00%13,383CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6150.00%2,289CommonSOLE
G8473T100STESTERIS PLC$6140.00%2,532CommonSOLE
372460105GPCGENUINE PARTS CO$6130.00%4,387CommonSOLE
969904101WSMWILLIAMS SONOMA INC$6110.00%3,941CommonSOLE
668771108GENGEN DIGITAL INC$6100.00%22,237CommonSOLE
92556V106VTRSVIATRIS INC$6090.00%52,438CommonSOLE
55354G100MSCIMSCI INC$6010.00%1,031CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$5990.00%9,733CommonSOLE
64110D104NTAPNETAPP INC$5970.00%4,837CommonSOLE
60770K107MRNAMODERNA INC$5970.00%8,940CommonSOLE
46434V647REETISHARES TR$5890.00%22,064CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$5860.00%5,429CommonSOLE
942622200WSOWATSCO INC$5820.00%1,184CommonSOLE
354613101BENFRANKLIN RESOURCES INC$5790.00%28,713CommonSOLE
285512109EAELECTRONIC ARTS INC$5780.00%4,027CommonSOLE
93627C101HCCWARRIOR MET COAL INC$5750.00%9,000CommonSOLE
46435U218SUSLISHARES TR$5730.00%5,644CommonSOLE
02005N100ALLYALLY FINL INC$5700.00%16,015CommonSOLE
406216101HALHALLIBURTON CO$5620.00%19,347CommonSOLE
45784P101PODDINSULET CORP$5610.00%2,409CommonSOLE
216648501COOCOOPER COS INC$5570.00%5,048CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5400.00%2,342CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5390.00%2,582CommonSOLE
071813109BAXBAXTER INTL INC$5350.00%14,089CommonSOLE
698884103PARPAR TECHNOLOGY CORP$5210.00%10,000CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY$5120.00%615CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$5110.00%4,629CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4970.00%3,345CommonSOLE
09073M104TECHBIO-TECHNE CORP$4930.00%6,168CommonSOLE
436440101HO1HOLOGIC INC$4900.00%6,012CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$4840.00%4,904CommonSOLE
464286822EWWISHARES INC$4830.00%9,000CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4750.00%2,210CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$4730.00%2,067CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4600.00%498CommonSOLE
879369106TFXTELEFLEX INCORPORATED$4580.00%1,850CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4580.00%1,709CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$4580.00%1,800CommonSOLE
440452100HRLHORMEL FOODS CORP$4570.00%14,426CommonSOLE
260003108DOVDOVER CORP$4530.00%2,360CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$4520.00%2,911CommonSOLE

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.