MondegarAI
CI INVESTMENTS INC.

Q4 2024 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2025-02-12 · accession 0001163648-25-000002

$26.5M
Reported value
1,301
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1301

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.9M18.3%8,269,682CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M4.71%2,967,711CommonSOLE
023135106AMZNAMAZON COM INC$1.1M4.02%4,858,549CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.0M3.91%7,724,162CommonSOLE
037833100AAPLAPPLE INC$700,5702.64%2,797,579CommonSOLE
30303M102METAMETA PLATFORMS INC$698,4642.63%1,192,917CommonSOLE
57636Q104MAMASTERCARD INC$604,3502.28%1,147,709CommonSOLE
02079K107GOOGALPHABET INC$598,8102.26%3,144,348CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$501,4631.89%991,308CommonSOLE
11135F101AVGOBROADCOM INC$457,8131.72%1,974,693CommonSOLE
532457108LLYELI LILLY & CO$359,1111.35%465,170CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$334,9591.26%1,397,351CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$311,6701.17%531,788CommonSOLE
48251W104KKRKKR & CO INC$286,8811.08%1,939,565CommonSOLE
81762P102NOWSERVICENOW INC$286,4641.08%270,218CommonSOLE
16411R208LNGCHENIERE ENERGY INC$272,6771.03%1,269,032CommonSOLE
02079K305GOOGLALPHABET INC$259,8790.98%1,372,843CommonSOLE
92826C839VVISA INC$235,7900.89%746,078CommonSOLE
912008109USFDUS FOODS HLDG CORP$224,0280.84%3,320,896CommonSOLE
46434V738IEURISHARES TR$206,0260.78%3,816,707CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$200,0290.75%1,012,856CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$195,4190.74%375,639CommonSOLE
46982L108JJACOBS SOLUTIONS INC$186,4420.70%1,395,313CommonSOLE
11271J107BNBROOKFIELD CORP$184,9430.70%3,219,192CommonSOLE
79466L302CRMSALESFORCE COM INC$174,6630.66%522,428CommonSOLE
58933Y105MRKMERCK & CO INC NEW$173,9140.66%1,748,235CommonSOLE
060505104BACBANK OF AMERICA CORP$166,6580.63%3,792,002CommonSOLE
92276F100VTRVENTAS INC$166,3480.63%2,824,734CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$162,2010.61%1,252,517CommonSOLE
969457100WMBWILLIAMS COS INC DEL$159,6260.60%2,949,482CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$159,3020.60%32,063CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$147,2000.55%1,648,002CommonSOLE
29444U700EQIXEQUINIX INC$140,2720.53%148,768CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$135,0560.51%603,709CommonSOLE
742718109PGPROCTER & GAMBLE CO$134,1010.51%799,884CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$133,5220.50%233,178CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$129,4580.49%367,998CommonSOLE
925652109VICIVICI PPTYS INC$127,0580.48%4,349,817CommonSOLE
00766T100ACMAECOM$126,3050.48%1,182,410CommonSOLE
00206R102TAT&T INC$124,9330.47%5,486,730CommonSOLE
235851102DHRDANAHER CORP DEL$120,6990.45%525,806CommonSOLE
863667101SYKSTRYKER CORPORATION$115,0880.43%319,643CommonSOLE
78409V104SPGIS&P GLOBAL INC$114,9760.43%230,861CommonSOLE
74340W103PLDPROLOGIS INC.$110,5940.42%1,046,305CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$110,5100.42%914,894CommonSOLE
87612G101TRGPTARGA RES CORP$110,1400.41%617,033CommonSOLE
09290D101BLKBLACKROCK INC$108,3230.41%105,670CommonSOLE
98978V103ZTSZOETIS INC$107,8410.41%661,887CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$106,3220.40%2,841,312CommonSOLE
464287432TLTISHARES TR$102,2840.39%1,171,237CommonSOLE
025816109AXPAMERICAN EXPRESS CO$101,3140.38%341,367CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$100,3060.38%492,179CommonSOLE
464287176TIPISHARES TR$96,5240.36%905,900CommonSOLE
64110L106NFLXNETFLIX INC$95,4640.36%107,104CommonSOLE
29364G103ETRENTERGY CORP NEW$95,3010.36%1,256,937CommonSOLE
931142103WMTWALMART INC$94,3060.36%1,043,788CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$91,7330.35%268,100CommonSOLE
032654105ADIANALOG DEVICES INC$90,6180.34%426,520CommonSOLE
816851109SRESEMPRA ENERGY$88,1010.33%1,004,348CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$87,8840.33%3,156,750CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$87,1630.33%2,741,826CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$87,0260.33%306,592CommonSOLE
00724F101ADBEADOBE INC$82,2340.31%184,929CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$81,0290.31%119CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$80,6510.30%268,424CommonSOLE
949746101WMT2WELLS FARGO CO NEW$78,6780.30%1,120,126CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$77,4310.29%3,819,993CommonSOLE
23804L103DDOGDATADOG INC$76,3730.29%534,485CommonSOLE
G25508105CRHCRH PLC$72,1800.27%780,154CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$71,2150.27%626,840CommonSOLE
36828A101GEVGE VERNOVA INC$71,1240.27%216,228CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$69,2880.26%207,978CommonSOLE
30231G102XOMEXXON MOBIL CORP$68,7480.26%639,102CommonSOLE
191216100KOCOCA COLA CO$68,6720.26%1,102,984CommonSOLE
438516106HONHONEYWELL INTL INC$68,0710.26%301,347CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$65,4320.25%1,710,193CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$65,4190.25%719,604CommonSOLE
127190304CACICACI INTL INC$63,6830.24%157,608CommonSOLE
893641100TDGTRANSDIGM GROUP INC$62,8060.24%49,560CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$62,3100.23%564,146CommonSOLE
615369105MCOMOODYS CORP$62,1800.23%131,357CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$60,5730.23%714,389CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$60,4130.23%3,448,208CommonSOLE
428103105HESMHESS MIDSTREAM LP$59,6980.22%1,612,158CommonSOLE
437076102HDHOME DEPOT INC$57,4570.22%147,707CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$55,4120.21%1,174,728CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$55,2530.21%706,469CommonSOLE
743315103PGRPROGRESSIVE CORP$55,1650.21%230,230CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$54,6310.21%905,686CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$54,2580.20%749,730CommonSOLE
58733R102MELIMERCADOLIBRE INC$54,1690.20%31,856CommonSOLE
464288513HYGISHARES TR$53,9200.20%685,575CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$53,2400.20%674,518CommonSOLE
G54950103LINLINDE PLC$53,0500.20%126,710CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$52,1440.20%2,226,475CommonSOLE
038222105AMATAPPLIED MATLS INC$52,1410.20%320,612CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$51,8200.20%859,372CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$51,2750.19%553,365CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$50,9150.19%110,150CommonSOLE
22160N109CSGPCOSTAR GROUP INC$50,4710.19%705,007CommonSOLE
040413205ANETARISTA NETWORKS INC$50,4010.19%455,997CommonSOLE
65339F101NEENEXTERA ENERGY INC$49,7170.19%693,499CommonSOLE
199908104FIXCOMFORT SYS USA INC$49,4850.19%116,693CommonSOLE
595112103MUMICRON TECHNOLOGY INC$49,1960.19%584,559CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$48,7660.18%644,797CommonSOLE
654106103NKENIKE INC$48,2110.18%637,118CommonSOLE
231561101CWCURTISS WRIGHT CORP$47,7600.18%134,584CommonSOLE
20825C104COPCONOCOPHILLIPS$47,1850.18%475,801CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$46,5420.18%1,222,215CommonSOLE
98138H101WDAYWORKDAY INC$46,2680.17%179,312CommonSOLE
133131102CPTCAMDEN PPTY TR$46,2400.17%398,480CommonSOLE
68389X105ORCLORACLE CORP$45,6830.17%274,144CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$45,1750.17%86,549CommonSOLE
806857108SLBSCHLUMBERGER LTD$44,7770.17%1,167,900CommonSOLE
126408103CSXCSX CORP$44,2840.17%1,372,292CommonSOLE
G8068L108SNSHARKNINJA INC$44,0790.17%452,743CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$44,0480.17%459,986CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$43,3820.16%635,543CommonSOLE
478160104JNJJOHNSON & JOHNSON$43,3700.16%299,891CommonSOLE
49446R109KIMKIMCO RLTY CORP$43,2040.16%1,843,965CommonSOLE
184496107CLHCLEAN HARBORS INC$42,5970.16%185,092CommonSOLE
291011104EMREMERSON ELEC CO$41,4840.16%334,740CommonSOLE
46266C105IQVIQVIA HLDGS INC$41,3920.16%210,636CommonSOLE
03831W108APPAPPLOVIN CORP$40,4550.15%124,927CommonSOLE
88160R101TSLATESLA INC$38,4240.14%95,147CommonSOLE
98419M100XYLXYLEM INC$38,0450.14%327,917CommonSOLE
046353108AZNNASTRAZENECA PLC$37,9270.14%578,859CommonSOLE
125523100CITHE CIGNA GROUP$37,4130.14%135,487CommonSOLE
82509L107SHOPSHOPIFY INC$36,1300.14%339,787CommonSOLE
670837103OGEOGE ENERGY CORP$36,0800.14%874,664CommonSOLE
882508104TXNTEXAS INSTRS INC$35,3890.13%188,731CommonSOLE
G17977110BURBURFORD CAP LTD$35,0150.13%2,746,245CommonSOLE
548661107LOWLOWES COS INC$34,6190.13%140,274CommonSOLE
609207105MDLZMONDELEZ INTL INC$33,5430.13%561,572CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$32,7670.12%335,897CommonSOLE
866674104SUISUN CMNTYS INC$32,6070.12%265,163CommonSOLE
M98068105WIXWIX COM LTD$32,5300.12%151,620CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$32,3810.12%265,992CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$30,8670.12%168,295CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$30,3280.11%559,657CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$29,5680.11%2,520,710CommonSOLE
580135101MCDMCDONALDS CORP$29,3600.11%101,279CommonSOLE
067901108ABXBARRICK GOLD CORP$28,4240.11%1,833,814CommonSOLE
95040Q104WELLWELLTOWER INC$28,2870.11%224,446CommonSOLE
05464C101AXONAXON ENTERPRISE INC$28,1040.11%47,288CommonSOLE
88339J105TTDTHE TRADE DESK INC$28,0320.11%238,512CommonSOLE
00287Y109ABBVABBVIE INC$27,2710.10%153,464CommonSOLE
747525103QCOMQUALCOMM INC$27,0900.10%176,347CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$27,0620.10%190,429CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$25,8650.10%1,066,169CommonSOLE
031100100AMEAMETEK INC$25,4440.10%141,149CommonSOLE
496902404KGCKINROSS GOLD CORP$25,3570.10%2,735,348CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$24,9220.09%393,718CommonSOLE
651639106NEMNEWMONT CORP$24,3670.09%654,671CommonSOLE
166764100CVXCHEVRON CORP NEW$23,9480.09%165,340CommonSOLE
17275R102CSCOCISCO SYS INC$23,2690.09%393,063CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$23,0780.09%73,674CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$22,9360.09%298,604CommonSOLE
461202103INTUINTUIT$22,9080.09%36,448CommonSOLE
482480100KLACKLA CORP$22,3850.08%35,525CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$22,3280.08%101,568CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$22,1360.08%48,834CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$21,7280.08%334,278CommonSOLE
464288372IGFISHARES TR$21,3920.08%409,267CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$21,2230.08%128,498CommonSOLE
512807306LRCXLAM RESEARCH CORP$21,1640.08%293,002CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$21,0280.08%237,714CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$20,9000.08%114,859CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$20,8580.08%433,018CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$20,8350.08%1,620,161CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$19,6050.07%406,826CommonSOLE
750491102RDNTRADNET INC$19,5220.07%279,522CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$19,4880.07%113,581CommonSOLE
29250N105ENBENBRIDGE INC$19,4700.07%458,866CommonSOLE
233051879ASHRDBX ETF TR$19,3740.07%731,932CommonSOLE
443201108HWMHOWMET AEROSPACE INC$19,1110.07%174,735CommonSOLE
464286392URTHISHARES INC$18,9580.07%121,916CommonSOLE
683344105ONTOONTO INNOVATION INC COM$18,7890.07%112,729CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$18,7480.07%20,461CommonSOLE
78464A391EBNDSPDR SER TR$18,6290.07%953,873CommonSOLE
464287242LQDISHARES TR$18,5170.07%173,318CommonSOLE
21874C102CNMCORE & MAIN INC$18,1900.07%357,305CommonSOLE
172967424CCITIGROUP INC$18,1350.07%257,629CommonSOLE
760759100RSGREPUBLIC SVCS INC$18,0410.07%89,675CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$17,6420.07%99,656CommonSOLE
G29183103ETNEATON CORP PLC$17,4180.07%52,485CommonSOLE
78462F953SPDR S&P 500 ETF TR$17,2040.06%21,572PUTSOLE
002824100ABTABBOTT LABS$17,1250.06%151,399CommonSOLE
19247G107COHRCOHERENT CORP$17,0590.06%180,080CommonSOLE
670100205NVONOVO-NORDISK A S$16,8970.06%196,435CommonSOLE
252131107DXCMDEXCOM INC$16,7630.06%215,544CommonSOLE
126402106CSWCSW INDUSTRIALS INC$16,2580.06%46,083CommonSOLE
871607107SNPSSYNOPSYS INC$16,0130.06%32,992CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$15,9200.06%86,243CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$15,4890.06%170,657CommonSOLE
254687106DISDISNEY WALT CO$15,1950.06%136,461CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$14,8890.06%299,640CommonSOLE
833445109SNOWSNOWFLAKE INC$14,6280.06%94,738CommonSOLE
49177J102KVUEKENVUE INC$14,5500.05%681,515CommonSOLE
60937P106MDBMONGODB INC$14,4800.05%62,198CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14,4440.05%35,868CommonSOLE
872540109TJXTJX COS INC NEW$14,3450.05%118,738CommonSOLE
717081103PFEPFIZER INC$14,1220.05%532,300CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$13,6620.05%430,573CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$13,5250.05%643,115CommonSOLE
872590104TMUST-MOBILE US INC$13,3730.05%60,584CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$13,3420.05%81,436CommonSOLE
26875P101EOGEOG RES INC$13,1340.05%107,148CommonSOLE
617700109MORNMORNINGSTAR INC$13,0390.05%38,720CommonSOLE
98980G102ZSZSCALER INC$12,9680.05%71,882CommonSOLE
74762E102QUREQUANTA SVCS INC$12,2500.05%38,761CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$12,2080.05%89,786CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$11,9470.05%56,246CommonSOLE
47215P106JDJD.COM INC$11,7490.04%338,900CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$11,6760.04%607,821CommonSOLE
46429B747STIPISHARES TR$11,5590.04%114,900CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$11,5120.04%659,720CommonSOLE
375558103GILDGILEAD SCIENCES INC$11,4380.04%123,825CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$11,4090.04%256,157CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$11,1970.04%898,621CommonSOLE
713448108PEPPEPSICO INC$10,8370.04%71,266CommonSOLE
92189F106GDXVANECK ETF TRUST$10,6970.04%315,460CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$10,6540.04%32,067CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$10,6430.04%155,015CommonSOLE
46432F842IEFAISHARES TR$10,6380.04%151,359CommonSOLE
464288281EMBISHARES TR$10,6210.04%119,277CommonSOLE
052800109ALVAUTOLIV INC$10,5770.04%112,778CommonSOLE
G6683N103NUNU HLDGS LTD ORD$10,3090.04%995,071CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$10,2480.04%230,133CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$10,1320.04%176,394CommonSOLE
12532H104GIBCGI INC$10,1170.04%92,544CommonSOLE
H5919C104ONONON HLDG AG$10,1140.04%184,668CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$10,0720.04%161,625CommonSOLE
46187W107INVHINVITATION HOMES INC$9,9830.04%312,254CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$9,3830.04%215,700CommonSOLE
421298100HAYWHAYWARD HLDGS INC$9,3630.04%612,386CommonSOLE
207410101CNMDCONMED CORP$9,2990.04%135,864CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$9,2290.03%8,345CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$9,2060.03%186,309CommonSOLE
42809H107HESHESS CORP$9,1280.03%68,625CommonSOLE
101121101BXPBXP INC$9,1130.03%122,546CommonSOLE
29446M102EQNREQUINOR ASA$9,0410.03%381,637CommonSOLE
055622104BPBP PLC$8,9490.03%302,736CommonSOLE
26874R108EENI S P A$8,8450.03%323,290CommonSOLE
464288588MBBISHARES TR$8,8430.03%96,457CommonSOLE
780259305SHELSHELL PLC$8,8010.03%140,484CommonSOLE
336433107FSLRFIRST SOLAR INC$8,7990.03%49,926CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$8,7210.03%122,388CommonSOLE
718172109PMPHILIP MORRIS INTL INC$8,7170.03%72,433CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$8,6610.03%499,210CommonSOLE
89151E109TTENTOTALENERGIES SE$8,6420.03%158,569CommonSOLE
758750103RRXREGAL REXNOR CORPORATION$8,5660.03%55,215CommonSOLE
911363109URIUNITED RENTALS INC$8,4130.03%11,943CommonSOLE
00912X302ALAIR LEASE CORP$8,3890.03%174,002CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$8,2600.03%168,327CommonSOLE
570535104MKLMARKEL GROUP CORP$8,1810.03%4,739CommonSOLE
91529Y106UNMUNUM GROUP$8,0890.03%110,766CommonSOLE
855244109SBUXSTARBUCKS CORP$7,9900.03%87,560CommonSOLE
036752103ELVELEVANCE HEALTH INC$7,8580.03%21,300CommonSOLE
12514G108CDWCDW CORP$7,5710.03%43,503CommonSOLE
031162100AMGNAMGEN INC$7,5600.03%29,007CommonSOLE
94106L109WMWASTE MGMT INC DEL$7,4360.03%36,848CommonSOLE
37637K108GTLBGITLAB INC$7,4320.03%131,884CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$7,4040.03%147,689CommonSOLE
94419L101WWAYFAIR INC$7,3350.03%165,502CommonSOLE
73278L105POOLPOOL CORP$7,3310.03%21,502CommonSOLE
722304102PDDPDD HOLDINGS INC$7,1740.03%73,967CommonSOLE
04626A103ALABASTERA LABS INC$7,0200.03%52,998CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$7,0080.03%105,227CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$6,9390.03%300,632CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6,8580.03%46,024CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$6,7990.03%30,909CommonSOLE
444859102HUMHUMANA INC$6,7920.03%26,769CommonSOLE
780287108RGLDROYAL GOLD INC$6,7280.03%51,028CommonSOLE
00130H105AESAES CORP$6,7120.03%521,529CommonSOLE
78464A870XBISPDR SER TR$6,6560.03%73,906CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6,6250.02%117,133CommonSOLE
819047101SHAKSHAKE SHACK INC$6,6050.02%50,889CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$6,5440.02%356,035CommonSOLE
59156R108METMETLIFE INC$6,5000.02%79,379CommonSOLE
056525108BMIBADGER METER INC$6,4820.02%30,559CommonSOLE
37959E102GLGLOBE LIFE INC$6,4350.02%57,707CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$6,3690.02%775,737CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6,2880.02%53,049CommonSOLE
38059T106GFIGOLD FIELDS LTD$6,2840.02%476,033CommonSOLE
534187109LNCLINCOLN NATL CORP IND$6,2710.02%197,757CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$6,2000.02%114,584CommonSOLE
05961W105BMABANCO MACRO SA$6,1530.02%63,591CommonSOLE
G5960L103MDTMEDTRONIC PLC$6,1270.02%76,703CommonSOLE
H1467J104CBCHUBB LIMITED$6,1200.02%22,150CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$6,0900.02%47,319CommonSOLE
001055102AFLAFLAC INC$6,0860.02%58,839CommonSOLE
05465C100AXAXOS FINANCIAL INC$6,0800.02%87,044CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6,0510.02%12,453CommonSOLE
58155Q103MCKMCKESSON CORP$5,9520.02%10,444CommonSOLE
74460D109PSAPUBLIC STORAGE$5,9160.02%19,756CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5,9020.02%147,586CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$5,7930.02%34,364CommonSOLE
64110W102NTESNETEASE COM INC$5,7900.02%64,902CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$5,6700.02%73,248CommonSOLE
40412C101HCAHCA HOLDINGS INC$5,6050.02%18,674CommonSOLE
228368106CCKCROWN HLDGS INC$5,4670.02%66,120CommonSOLE
92840M102VSTVISTRA CORP$5,4090.02%39,232CommonSOLE
498894104KNFKNIFE RIVER CORP$5,2670.02%51,822CommonSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$5,1990.02%208,812CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,1980.02%22,913CommonSOLE
907818108UNPUNION PAC CORP$5,0050.02%21,950CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$4,6750.02%14,272CommonSOLE
758849103REGREGENCY CTRS CORP$4,6640.02%63,091CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4,6620.02%54,626CommonSOLE
345370860FFORD MTR CO DEL$4,6410.02%468,821CommonSOLE
46090E953INVESCO QQQ TR$4,3280.02%6,118PUTSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$4,2700.02%40,924CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4,2440.02%11,099CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4,2390.02%14,481CommonSOLE
46434G103IEMGISHARES INC$4,1320.02%79,128CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4,0960.02%57,082CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3,9860.02%39,549CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$3,8650.01%111,382CommonSOLE
366651107ITGARTNER INC$3,7500.01%7,741CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3,7250.01%5,230CommonSOLE
632307104NTRANATERA INC$3,7070.01%23,416CommonSOLE
941848103WATWATERS CORP$3,6770.01%9,911CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$3,6310.01%25,403CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3,5970.01%13,653CommonSOLE
00191U102EFORASGN INC$3,5540.01%42,650CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3,5370.01%36,960CommonSOLE
98139A105WKWORKIVA INC$3,5310.01%32,248CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$3,4490.01%41,042CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$3,3980.01%213,983CommonSOLE
92343E102VRSNVERISIGN INC$3,3780.01%16,324CommonSOLE
18915M107NETCLOUDFLARE INC$3,3740.01%31,337CommonSOLE
87612E106TGTTARGET CORP$3,2470.01%24,023CommonSOLE
91879Q109MTNVAIL RESORTS INC$3,2430.01%17,302CommonSOLE
049468101TEAMATLASSIAN CORPORATION$3,2220.01%13,240CommonSOLE
M20791105CAMTCAMTEK LTD$3,1680.01%39,226CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3,1090.01%17,946CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$3,1020.01%10,657CommonSOLE
29355A107ENPHENPHASE ENERGY INC$2,9630.01%43,147CommonSOLE
464285204IAUISHARES GOLD TR$2,8530.01%57,617CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2,7310.01%15,403CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$2,7300.01%36,890CommonSOLE
147528103CASYCASEYS GEN STORES INC$2,7150.01%6,852CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2,6170.01%10,321CommonSOLE
244199105DEDEERE & CO$2,5880.01%6,109CommonSOLE
46655E100DCDAKOTA GOLD CORP$2,5210.01%1,145,922CommonSOLE
88579Y101MMM3M CO$2,4920.01%19,303CommonSOLE
98149E303GLDMWORLD GOLD TR$2,4710.01%47,534CommonSOLE
23331A109DHID R HORTON INC$2,3760.01%16,990CommonSOLE
78463V107GLDSPDR GOLD TR$2,3350.01%9,642CommonSOLE
31428X106FDXFEDEX CORP$2,2610.01%8,037CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$2,1600.01%94,739CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2,1570.01%7,438CommonSOLE
46428Q109SLVISHARES SILVER TR$2,1330.01%81,000CommonSOLE
704326107PAYXPAYCHEX INC$2,1320.01%15,206CommonSOLE
369604301GEGE AEROSPACE$2,1020.01%12,601CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,0670.01%15,777CommonSOLE
13321L108CCJCAMECO CORP$2,0210.01%39,320CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1,9500.01%26,344CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,9470.01%2,065,000CommonSOLE
464288273SCZISHARES TR$1,8380.01%30,247CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$1,8320.01%2,000,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,7570.01%7,487CommonSOLE
126650100CVSCVS HEALTH CORP$1,7480.01%38,936CommonSOLE
032095101APHAMPHENOL CORP NEW$1,7200.01%24,762CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$1,6870.01%22,521CommonSOLE
231021106CMICUMMINS INC$1,6710.01%4,794CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,6600.01%22,799CommonSOLE
370334104GISGENERAL MLS INC$1,6330.01%25,605CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,6170.01%12,033CommonSOLE
701094104PHPARKER-HANNIFIN CORP$1,5930.01%2,504CommonSOLE
871829107SYYSYSCO CORP$1,5700.01%20,530CommonSOLE
M7516K103NVMINOVA LTD$1,5500.01%7,869CommonSOLE
03073E105CORCENCORA INC$1,5020.01%6,684CommonSOLE
03743Q108APAAPA CORPORATION$1,4890.01%64,506CommonSOLE
053332102AZOAUTOZONE INC$1,4540.01%454CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,4470.01%43,305CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1,4440.01%10,500CommonSOLE
761152107RMDRESMED INC$1,4190.01%6,205CommonSOLE
G9460G101VALVALARIS LTD$1,4160.01%32,000CommonSOLE
012653101ALBALBEMARLE CORP$1,4110.01%16,393CommonSOLE
550021909LULULEMON ATHLETICA INC$1,4090.01%517CALLSOLE
26614N102DDDUPONT DE NEMOURS INC$1,4080.01%18,470CommonSOLE
88642R109TDWTIDEWATER INC$1,3980.01%25,555CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD$1,3950.01%66,200CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,3380.01%17,211CommonSOLE
749685103RPMRPM INTL INC$1,3300.01%10,806CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$1,3300.01%19,978CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,3070.00%3,846CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,3040.00%40,608CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1,3030.00%5,147CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1,2960.00%11,847CommonSOLE
92189F956VANECK ETF TRUST$1,2820.00%2,200PUTSOLE
149123101CATCATERPILLAR INC DEL$1,2710.00%3,504CommonSOLE
G02602103DOXAMDOCS LTD$1,2680.00%14,892CommonSOLE
81369Y953SELECT SECTOR SPDR TR PUT$1,2590.00%4,715PUTSOLE
988498101YUMYUM BRANDS INC$1,2430.00%9,263CommonSOLE
311900104FASTFASTENAL CO$1,2400.00%17,242CommonSOLE
201723103CMCCOMMERCIAL METALS CO$1,2150.00%24,494CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$1,1940.00%144,571CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1,1910.00%4,268CommonSOLE
75513E101RTXRTX CORPORATION$1,1850.00%10,237CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,1560.00%14,789CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$1,1520.00%25,000CommonSOLE
693718108PCARPACCAR INC$1,1400.00%10,957CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,1290.00%10,786CommonSOLE
46434V423KSAISHARES TR$1,1220.00%27,472CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,1050.00%9,017CommonSOLE
09062X103BIIBBIOGEN IDEC INC$1,0940.00%7,156CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1,0880.00%2,043CommonSOLE
278865100ECLECOLAB INC$1,0830.00%4,620CommonSOLE
464287630IWNISHARES TR$1,0790.00%6,571CommonSOLE
172908105CTASCINTAS CORP$1,0790.00%5,905CommonSOLE
071813109BAXBAXTER INTL INC$1,0760.00%36,883CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1,0610.00%37,694CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1,0580.00%5,669CommonSOLE
487836108KKELLANOVA$1,0020.00%12,377CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1,0020.00%10,822CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$9840.00%3,443CommonSOLE
15135B101CNCCENTENE CORP DEL$9800.00%16,185CommonSOLE
46435G425ESGUISHARES TR$9660.00%7,500CommonSOLE
20030N101CMCSACOMCAST CORP NEW$9580.00%25,537CommonSOLE
842587107SOSOUTHERN CO$9540.00%11,585CommonSOLE
778296103ROSTROSS STORES INC$9530.00%6,301CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$9520.00%21,753CommonSOLE
278642103EBAYEBAY INC.$9390.00%15,159CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9340.00%991,000CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$9220.00%16,416CommonSOLE
45168D104IDXXIDEXX LABS INC$9190.00%2,223CommonSOLE
631103108NDAQNASDAQ INC$9170.00%11,864CommonSOLE
617446448MSMORGAN STANLEY$9130.00%7,266CommonSOLE
205887102CAGCONAGRA FOODS INC$9090.00%32,754CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$9040.00%5,208CommonSOLE
464286400EWZISHARES INC$9000.00%40,000CommonSOLE
189054109CLXCLOROX CO DEL$8950.00%5,509CommonSOLE
50101L106DNUTKRISPY KREME INC$8940.00%90,000CommonSOLE
247361702DALDELTA AIR LINES INC DEL$8860.00%14,639CommonSOLE
04016X101ARGXARGENX SE$8860.00%1,440CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$8860.00%9,989CommonSOLE
03831W908APPLOVIN CORP$8860.00%206CALLSOLE
14149Y108CAHCARDINAL HEALTH INC$8760.00%7,406CommonSOLE
G65431127NENOBLE CORP PLC$8710.00%27,743CommonSOLE
55354G100MSCIMSCI INC$8710.00%1,451CommonSOLE
086516101BBYBEST BUY INC$8690.00%10,126CommonSOLE
460146103IPINTERNATIONAL PAPER CO$8570.00%15,919CommonSOLE
22052L104CTVACORTEVA INC$8390.00%14,728CommonSOLE
464287648IWOISHARES TR$8310.00%2,886CommonSOLE
285512109EAELECTRONIC ARTS INC$8260.00%5,648CommonSOLE
500754106KHCKRAFT HEINZ CO$8220.00%26,760CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$8200.00%3,484CommonSOLE
902494103TSNTYSON FOODS INC$7960.00%13,854CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$7940.00%14,962CommonSOLE
384802104GWWGRAINGER W W INC$7810.00%741CommonSOLE
681919106OMCOMNICOM GROUP INC$7750.00%9,008CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY$7730.00%1,115CommonSOLE
876030107TPRTAPESTRY INC$7690.00%11,772CommonSOLE
668771108GENGEN DIGITAL INC$7660.00%27,970CommonSOLE
626717102MURMURPHY OIL CORP$7610.00%25,145CommonSOLE
695156109PKGPACKAGING CORP AMER$7530.00%3,343CommonSOLE
690742101OCOWENS CORNING NEW$7470.00%4,383CommonSOLE
45784P101PODDINSULET CORP$7440.00%2,850CommonSOLE
464287234EEMISHARES TR$7320.00%17,500CommonSOLE
500767306KWEBKRANESHARES TRUST$7310.00%25,000CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7300.00%6,775CommonSOLE
47103U845JAAAJANUS DETROIT STR TR HENDRSON AAA$7260.00%14,325CommonSOLE
64110D104NTAPNETAPP INC$7250.00%6,248CommonSOLE
832696405SJMSMUCKER J M CO$7250.00%6,586CommonSOLE
G1466R173BORRBORR DRILLING LTD$7220.00%185,000CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$7180.00%3,174CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$7040.00%575CommonSOLE
440452100HRLHORMEL FOODS CORP$6960.00%22,173CommonSOLE
92556V106VTRSVIATRIS INC$6870.00%55,187CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$6810.00%64,800CommonSOLE
452327109ILMNILLUMINA INC$6720.00%5,028CommonSOLE
277432100EMNEASTMAN CHEM CO$6500.00%7,117CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$6450.00%6,109CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$6450.00%8,227CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$6400.00%4,243CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6380.00%2,789CommonSOLE
682680103OKEONEOK INC$6320.00%6,290CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6320.00%6,115CommonSOLE
629377508NRGNRG ENERGY INC$6020.00%6,671CommonSOLE
053611109AVYAVERY DENNISON CORP$6000.00%3,207CommonSOLE
09260D107BXBLACKSTONE INC$5980.00%3,466CommonSOLE
G8473T100STESTERIS PLC$5920.00%2,880CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5900.00%2,387CommonSOLE
504922105LHLABCORP HOLDINGS INC$5880.00%2,566CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5870.00%4,652CommonSOLE
852234103XYZBLOCK INC$5860.00%6,896CommonSOLE
574599106MASMASCO CORP$5860.00%8,071CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5850.00%4,284CommonSOLE
942622200WSOWATSCO INC$5840.00%1,233CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5800.00%3,130CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$5790.00%60,000CommonSOLE
09073M104TECHBIO-TECHNE CORP$5610.00%7,793CommonSOLE
46435U218SUSLISHARES TR$5530.00%5,369CommonSOLE
96758W101WOWWIDEOPENWEST INC$5520.00%111,242CommonSOLE
260003108DOVDOVER CORP$5520.00%2,940CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$5420.00%40,000CommonSOLE
718546104PSXPHILLIPS 66$5390.00%4,735CommonSOLE

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.