MondegarAI
CI INVESTMENTS INC.

Q1 2025 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2025-05-13 · accession 0001163648-25-000004

$23.7M
Reported value
1,303
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1303

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.1M17.2%7,277,282CommonSOLE
594918104MSFTMICROSOFT CORP$1.1M4.51%2,849,909CommonSOLE
023135106AMZNAMAZON COM INC$884,6433.73%4,649,654CommonSOLE
67066G104NVDANVIDIA CORPORATION$819,5653.45%7,561,952CommonSOLE
30303M102METAMETA PLATFORMS INC$665,7762.81%1,155,140CommonSOLE
57636Q104MAMASTERCARD INC$600,4422.53%1,095,457CommonSOLE
037833100AAPLAPPLE INC$514,9702.17%2,318,327CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$483,0312.04%922,255CommonSOLE
02079K107GOOGALPHABET INC$461,0371.94%2,951,012CommonSOLE
532457108LLYELI LILLY & CO$357,9501.51%433,401CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$336,9221.42%1,373,510CommonSOLE
11135F101AVGOBROADCOM INC$303,1431.28%1,810,568CommonSOLE
464287184FXIISHARES TR$276,2781.16%7,708,640CommonSOLE
81762P102NOWSERVICENOW INC$266,2281.12%334,398CommonSOLE
92826C839VVISA INC$238,7931.01%681,371CommonSOLE
16411R208LNGCHENIERE ENERGY INC$228,0000.96%985,308CommonSOLE
02079K305GOOGLALPHABET INC$212,1420.89%1,371,845CommonSOLE
912008109USFDUS FOODS HLDG CORP$204,3580.86%3,121,869CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$197,5410.83%396,988CommonSOLE
92276F100VTRVENTAS INC$178,1550.75%2,590,967CommonSOLE
79466L302CRMSALESFORCE COM INC$174,8150.74%651,418CommonSOLE
48251W104KKRKKR & CO INC$174,1090.73%1,506,001CommonSOLE
46434V738IEURISHARES TR$171,2940.72%2,847,780CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$166,9940.70%1,005,985CommonSOLE
58933Y105MRKMERCK & CO INC NEW$164,9330.69%1,837,492CommonSOLE
11271J107BNBROOKFIELD CORP$162,6990.69%3,104,351CommonSOLE
969457100WMBWILLIAMS COS INC DEL$161,3580.68%2,700,103CommonSOLE
060505104BACBANK OF AMERICA CORP$159,8460.67%3,830,473CommonSOLE
00206R102TAT&T INC$152,1960.64%5,381,771CommonSOLE
931142103WMTWALMART INC$150,5640.63%1,715,049CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$148,9580.63%1,140,740CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$143,4960.60%31,148CommonSOLE
46982L108JJACOBS SOLUTIONS INC$142,5390.60%1,179,078CommonSOLE
742718109PGPROCTER & GAMBLE CO$139,1050.59%816,249CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$139,0350.59%1,378,224CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$138,0920.58%399,987CommonSOLE
863667101SYKSTRYKER CORPORATION$133,8430.56%359,551CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$131,0300.55%239,854CommonSOLE
925652109VICIVICI PPTYS INC$130,5300.55%4,001,542CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$124,4980.52%718,686CommonSOLE
29444U700EQIXEQUINIX INC$119,7940.50%146,924CommonSOLE
74340W103PLDPROLOGIS INC.$117,6870.50%1,052,750CommonSOLE
78409V104SPGIS&P GLOBAL INC$116,6720.49%229,625CommonSOLE
235851102DHRDANAHER CORP DEL$114,0450.48%556,319CommonSOLE
00766T100ACMAECOM$108,9660.46%1,175,096CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$106,1260.45%2,806,826CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$103,0680.43%184,251CommonSOLE
29364G103ETRENTERGY CORP NEW$102,9270.43%1,203,962CommonSOLE
09290D101BLKBLACKROCK INC$102,3280.43%108,114CommonSOLE
58733R102MELIMERCADOLIBRE INC$96,0880.40%49,254CommonSOLE
464287176TIPISHARES TR$94,6490.40%852,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$93,4600.39%862,102CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$92,5300.39%273,757CommonSOLE
64110L106NFLXNETFLIX INC$92,2470.39%98,921CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$89,4250.38%112CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$86,4950.36%841,881CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$85,4190.36%3,217,280CommonSOLE
949746101WMT2WELLS FARGO CO NEW$83,7010.35%1,165,911CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$80,0990.34%2,688,775CommonSOLE
127190304CACICACI INTL INC$80,0140.34%218,070CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$79,1590.33%3,914,905CommonSOLE
87612G101TRGPTARGA RES CORP$78,7980.33%393,068CommonSOLE
464287432TLTISHARES TR$78,5800.33%863,230CommonSOLE
98978V103ZTSZOETIS INC$76,6030.32%465,249CommonSOLE
191216100KOCOCA COLA CO$76,4460.32%1,067,387CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$74,7640.32%212,049CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$69,2840.29%222,036CommonSOLE
30231G102XOMEXXON MOBIL CORP$68,9940.29%580,124CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$68,5220.29%940,467CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$67,9720.29%1,698,886CommonSOLE
428103105HESMHESS MIDSTREAM LP$67,8250.29%1,603,800CommonSOLE
743315103PGRPROGRESSIVE CORP$67,7190.29%239,283CommonSOLE
032654105ADIANALOG DEVICES INC$66,8070.28%331,270CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$64,1370.27%291,517CommonSOLE
893641100TDGTRANSDIGM GROUP INC$63,5940.27%45,973CommonSOLE
615369105MCOMOODYS CORP$63,4940.27%136,343CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$63,4370.27%677,027CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$61,9810.26%1,189,890CommonSOLE
437076102HDHOME DEPOT INC$60,8400.26%166,008CommonSOLE
G25508105CRHCRH PLC$60,4390.25%687,038CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$59,8610.25%452,704CommonSOLE
65339F101NEENEXTERA ENERGY INC$59,4420.25%838,516CommonSOLE
464287804IJRISHARES TR$58,7950.25%562,253CommonSOLE
464288513HYGISHARES TR$58,2990.25%738,989CommonSOLE
36828A101GEVGE VERNOVA INC$58,1070.24%190,339CommonSOLE
22160N109CSGPCOSTAR GROUP INC$57,6090.24%727,117CommonSOLE
595112103MUMICRON TECHNOLOGY INC$56,9550.24%655,487CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$56,9470.24%282,434CommonSOLE
78462F953SPDR S&P 500 ETF TR$55,9620.24%52,079PUTSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$53,6300.23%595,825CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$53,3340.22%107,687CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$52,2280.22%2,226,245CommonSOLE
025816109AXPAMERICAN EXPRESS CO$52,1330.22%193,766CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$50,3250.21%596,270CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$49,7480.21%1,314,010CommonSOLE
20825C104COPCONOCOPHILLIPS$49,1810.21%468,300CommonSOLE
806857108SLBSCHLUMBERGER LTD$49,0130.21%1,172,567CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$48,6940.21%3,426,738CommonSOLE
05464C101AXONAXON ENTERPRISE INC$48,5340.20%92,279CommonSOLE
133131102CPTCAMDEN PPTY TR$48,4990.20%396,554CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$47,3830.20%591,479CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$46,7760.20%666,236CommonSOLE
872540109TJXTJX COS INC NEW$46,4840.20%381,641CommonSOLE
478160104JNJJOHNSON & JOHNSON$45,8980.19%276,758CommonSOLE
125523100CITHE CIGNA GROUP$44,0960.19%134,030CommonSOLE
654106103NKENIKE INC$43,6450.18%687,534CommonSOLE
98419M100XYLXYLEM INC$43,3390.18%362,794CommonSOLE
438516106HONHONEYWELL INTL INC$42,3570.18%200,034CommonSOLE
046353108AZNNASTRAZENECA PLC$42,2580.18%574,942CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$41,7290.18%464,898CommonSOLE
46266C105IQVIQVIA HLDGS INC$40,6480.17%230,559CommonSOLE
00287Y109ABBVABBVIE INC$40,4280.17%192,954CommonSOLE
609207105MDLZMONDELEZ INTL INC$39,8920.17%587,951CommonSOLE
670837103OGEOGE ENERGY CORP$39,7200.17%864,240CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$38,7230.16%253,408CommonSOLE
G17977110BURBURFORD CAP LTD$37,8570.16%2,865,805CommonSOLE
49446R109KIMKIMCO RLTY CORP$37,4950.16%1,765,280CommonSOLE
496902404KGCKINROSS GOLD CORP$37,3250.16%2,959,921CommonSOLE
816851109SRESEMPRA ENERGY$36,4690.15%511,053CommonSOLE
199908104FIXCOMFORT SYS USA INC$36,4020.15%112,935CommonSOLE
040413205ANETARISTA NETWORKS INC$36,2820.15%468,280CommonSOLE
95040Q104WELLWELLTOWER INC$33,9060.14%221,306CommonSOLE
855244109SBUXSTARBUCKS CORP$33,6050.14%342,596CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$33,5800.14%76,701CommonSOLE
291011104EMREMERSON ELEC CO$33,2130.14%302,925CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$32,6430.14%931,593CommonSOLE
03831W108APPAPPLOVIN CORP$32,5670.14%122,908CommonSOLE
882508104TXNTEXAS INSTRS INC$32,3800.14%180,188CommonSOLE
866674104SUISUN CMNTYS INC$32,2370.14%250,595CommonSOLE
231561101CWCURTISS WRIGHT CORP$32,2230.14%101,564CommonSOLE
580135101MCDMCDONALDS CORP$31,6460.13%101,308CommonSOLE
82509L107SHOPSHOPIFY INC$31,2320.13%327,103CommonSOLE
833445109SNOWSNOWFLAKE INC$30,9960.13%212,070CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$30,8750.13%333,753CommonSOLE
68389X105ORCLORACLE CORP$30,1910.13%215,943CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$29,1140.12%255,879CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$28,6710.12%112,732CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$28,4380.12%1,068,296CommonSOLE
23804L103DDOGDATADOG INC$28,2130.12%284,375CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD$27,8280.12%1,344,362CommonSOLE
166764100CVXCHEVRON CORP NEW$27,2930.11%163,146CommonSOLE
00724F101ADBEADOBE INC$27,1600.11%70,815CommonSOLE
464288372IGFISHARES TR$27,1270.11%496,192CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$26,2060.11%301,112CommonSOLE
031100100AMEAMETEK INC$25,4890.11%148,069CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$25,1770.11%2,788,150CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$24,8270.10%391,599CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$24,8080.10%512,043CommonSOLE
747525103QCOMQUALCOMM INC$24,6980.10%160,785CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$24,6670.10%72,989CommonSOLE
37637K108GTLBGITLAB INC$24,3370.10%517,798CommonSOLE
172967424CCITIGROUP INC$24,3230.10%342,626CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$24,1560.10%380,168CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$24,0410.10%45,141CommonSOLE
H5919C104ONONON HLDG AG$23,7940.10%541,758CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$23,2210.10%1,619,315CommonSOLE
443201108HWMHOWMET AEROSPACE INC$22,6390.10%174,508CommonSOLE
482480100KLACKLA CORP$22,4930.09%33,087CommonSOLE
09260D107BXBLACKSTONE INC$22,2180.09%158,951CommonSOLE
126408103CSXCSX CORP$22,1540.09%752,783CommonSOLE
038222105AMATAPPLIED MATLS INC$22,1360.09%152,534CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$22,1240.09%359,329CommonSOLE
461202103INTUINTUIT$21,6240.09%35,219CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$21,4620.09%109,952CommonSOLE
17275R102CSCOCISCO SYS INC$21,4010.09%346,801CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21,0880.09%84,806CommonSOLE
46429B747STIPISHARES TR$20,2210.09%195,425CommonSOLE
464286392URTHISHARES INC$19,9210.08%130,052CommonSOLE
651639106NEMNEWMONT CORP$19,7460.08%408,998CommonSOLE
29250N105ENBENBRIDGE INC$19,7140.08%444,911CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$19,3320.08%20,440CommonSOLE
464287242LQDISHARES TR$19,0300.08%175,084CommonSOLE
G29183103ETNEATON CORP PLC$18,8660.08%69,404CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$18,8120.08%34,202CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$18,0880.08%106,001CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$18,0020.08%82,729CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$17,7910.07%341,734CommonSOLE
458140100INTCINTEL CORP$17,7800.07%782,923CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$17,7230.07%380,659CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$17,5950.07%168,807CommonSOLE
002824100ABTABBOTT LABS$17,5590.07%132,371CommonSOLE
512807306LRCXLAM RESEARCH CORP$17,3920.07%239,223CommonSOLE
78464A391EBNDSPDR SER TR$16,4540.07%819,823CommonSOLE
21874C102CNMCORE & MAIN INC$16,2030.07%335,388CommonSOLE
760759100RSGREPUBLIC SVCS INC$16,1680.07%66,765CommonSOLE
375558103GILDGILEAD SCIENCES INC$16,1510.07%144,142CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$15,9090.07%221,361CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$15,3760.06%424,388CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$15,0360.06%31,014CommonSOLE
252131107DXCMDEXCOM INC$14,8170.06%216,973CommonSOLE
872590104TMUST-MOBILE US INC$14,7930.06%55,467CommonSOLE
233051879ASHRDBX ETF TR$14,6070.06%549,737CommonSOLE
88339J105TTDTHE TRADE DESK INC$14,4980.06%264,948CommonSOLE
47215P106JDJD.COM INC$14,1570.06%344,298CommonSOLE
G54950103LINLINDE PLC$13,8600.06%29,766CommonSOLE
46432F842IEFAISHARES TR$13,7960.06%182,372CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$13,6100.06%271,440CommonSOLE
718172109PMPHILIP MORRIS INTL INC$13,4320.06%84,622CommonSOLE
126402106CSWCSW INDUSTRIALS INC$13,2980.06%45,617CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$13,0130.05%364,826CommonSOLE
683344105ONTOONTO INNOVATION INC COM$12,9400.05%106,642CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$12,9130.05%52,917CommonSOLE
871607107SNPSSYNOPSYS INC$12,8290.05%29,915CommonSOLE
49177J102KVUEKENVUE INC$12,8150.05%534,415CommonSOLE
713448108PEPPEPSICO INC$12,7610.05%85,107CommonSOLE
60937P106MDBMONGODB INC$12,6310.05%72,014CommonSOLE
500767306KWEBKRANESHARES TRUST$12,5650.05%359,931CommonSOLE
88160R101TSLATESLA INC$12,2200.05%47,154CommonSOLE
617700109MORNMORNINGSTAR INC$12,1170.05%40,407CommonSOLE
254687106DISDISNEY WALT CO$12,1030.05%122,628CommonSOLE
056752108BIDUBAIDU INC$11,8330.05%128,580CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$11,1060.05%229,896CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$10,8550.05%89,487CommonSOLE
464288281EMBISHARES TR$10,7380.05%118,533CommonSOLE
26875P101EOGEOG RES INC$10,6720.04%83,219CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$10,3110.04%7,782CommonSOLE
94106L109WMWASTE MGMT INC DEL$10,0410.04%43,370CommonSOLE
19247G107COHRCOHERENT CORP$10,0330.04%154,500CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$9,9960.04%32,807CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9,6730.04%70,634CommonSOLE
722304102PDDPDD HOLDINGS INC$9,6100.04%81,202CommonSOLE
052800109ALVAUTOLIV INC$9,5040.04%107,454CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$9,5010.04%174,430CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$9,4020.04%54,503CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$9,3410.04%58,423CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$9,3330.04%214,789CommonSOLE
46187W107INVHINVITATION HOMES INC$8,9370.04%256,439CommonSOLE
464288588MBBISHARES TR$8,9140.04%95,057CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$8,7110.04%176,483CommonSOLE
74762E102QUREQUANTA SVCS INC$8,6820.04%34,157CommonSOLE
42809H107HESHESS CORP$8,5560.04%53,563CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$8,4750.04%56,305CommonSOLE
00912X302ALAIR LEASE CORP$8,4350.04%174,596CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$8,3420.04%159,877CommonSOLE
570535104MKLMARKEL GROUP CORP$8,3050.03%4,442CommonSOLE
780259305SHELSHELL PLC$8,2430.03%112,485CommonSOLE
29446M102EQNREQUINOR ASA$8,2430.03%311,626CommonSOLE
101121101BXPBXP INC$8,1690.03%121,580CommonSOLE
89151E109TTENTOTALENERGIES SE$8,1420.03%125,857CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$8,0730.03%443,581CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$7,9830.03%597,104CommonSOLE
207410101CNMDCONMED CORP$7,9530.03%131,695CommonSOLE
055622104BPBP PLC$7,9180.03%234,319CommonSOLE
26874R108EENI S P A$7,9180.03%255,994CommonSOLE
036752103ELVELEVANCE HEALTH INC$7,9160.03%18,200CommonSOLE
421298100HAYWHAYWARD HLDGS INC$7,8910.03%566,880CommonSOLE
H1467J104CBCHUBB LIMITED$7,8680.03%26,054CommonSOLE
464287655IWMISHARES TR$7,7730.03%38,965CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$7,7310.03%143,281CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$7,7130.03%522,174CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$7,6580.03%106,060CommonSOLE
548661107LOWLOWES COS INC$7,6230.03%32,683CommonSOLE
031162100AMGNAMGEN INC$7,5260.03%24,157CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$7,5080.03%100,872CommonSOLE
911363109URIUNITED RENTALS INC$7,4610.03%11,906CommonSOLE
780287108RGLDROYAL GOLD INC$7,3910.03%45,205CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$7,3230.03%342,818CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$7,2880.03%161,407CommonSOLE
717081103PFEPFIZER INC$7,2260.03%285,170CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$7,1230.03%112,037CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$7,0610.03%180,684CommonSOLE
12514G108CDWCDW CORP$7,0260.03%43,843CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$6,9700.03%187,773CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$6,8990.03%15,443CommonSOLE
37959E102GLGLOBE LIFE INC$6,8380.03%51,914CommonSOLE
91529Y106UNMUNUM GROUP$6,8350.03%83,911CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$6,8240.03%102,307CommonSOLE
38059T106GFIGOLD FIELDS LTD$6,7810.03%306,949CommonSOLE
534187109LNCLINCOLN NATL CORP IND$6,7260.03%187,298CommonSOLE
73278L105POOLPOOL CORP$6,6190.03%20,791CommonSOLE
58155Q103MCKMCKESSON CORP$6,5760.03%9,772CommonSOLE
001055102AFLAFLAC INC$6,5600.03%58,996CommonSOLE
632307104NTRANATERA INC$6,5120.03%46,050CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$6,5080.03%497,191CommonSOLE
40412C101HCAHCA HOLDINGS INC$6,4170.03%18,570CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6,4060.03%105,028CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$6,3950.03%29,799CommonSOLE
64110W102NTESNETEASE COM INC$6,3870.03%62,054CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$6,3260.03%74,974CommonSOLE
G5960L103MDTMEDTRONIC PLC$6,1240.03%68,149CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6,0400.03%42,155CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$6,0140.03%133,905CommonSOLE
819047101SHAKSHAKE SHACK INC$5,9890.03%67,928CommonSOLE
336433107FSLRFIRST SOLAR INC$5,8990.02%46,658CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,8750.02%52,603CommonSOLE
59156R108METMETLIFE INC$5,8350.02%72,679CommonSOLE
056525108BMIBADGER METER INC$5,8090.02%30,536CommonSOLE
907818108UNPUNION PAC CORP$5,8030.02%24,566CommonSOLE
74460D109PSAPUBLIC STORAGE$5,7430.02%19,190CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$5,7060.02%30,456CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$5,6340.02%630,219CommonSOLE
05465C100AXAXOS FINANCIAL INC$5,5940.02%86,707CommonSOLE
126650100CVSCVS HEALTH CORP$5,5620.02%82,089CommonSOLE
50202M102LILI AUTO INC$5,4980.02%218,172CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$5,4870.02%103,639CommonSOLE
94419L101WWAYFAIR INC$5,3570.02%167,256CommonSOLE
05961W105BMABANCO MACRO SA$5,2610.02%69,673CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5,1520.02%18,902CommonSOLE
617446448MSMORGAN STANLEY$5,1460.02%44,111CommonSOLE
498894104KNFKNIFE RIVER CORP$5,1210.02%56,765CommonSOLE
46434G103IEMGISHARES INC$5,1110.02%94,693CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4,9080.02%7,738CommonSOLE
92840M102VSTVISTRA CORP$4,8980.02%41,705CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4,7790.02%15,643CommonSOLE
216648501COOCOOPER COS INC$4,5140.02%53,514CommonSOLE
00130H105AESAES CORP$4,3910.02%353,541CommonSOLE
18915M107NETCLOUDFLARE INC$4,3400.02%38,517CommonSOLE
45784P101PODDINSULET CORP$4,3270.02%16,477CommonSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$4,2640.02%228,750CommonSOLE
228368106CCKCROWN HLDGS INC$4,2260.02%47,350CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4,0780.02%56,978CommonSOLE
049468101TEAMATLASSIAN CORPORATION$4,0520.02%19,093CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,9390.02%86,829CommonSOLE
15101Q207CLSCELESTICA INC$3,9310.02%49,878CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3,9190.02%38,356CommonSOLE
92343E102VRSNVERISIGN INC$3,9000.02%15,363CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$3,7860.02%41,400CommonSOLE
758849103REGREGENCY CTRS CORP$3,7630.02%51,021CommonSOLE
12532H104GIBCGI INC$3,6560.02%36,618CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3,5900.02%21,033CommonSOLE
184496107CLHCLEAN HARBORS INC$3,5620.02%18,073CommonSOLE
46090E953INVESCO QQQ TR$3,4890.01%2,740PUTSOLE
941848103WATWATERS CORP$3,4360.01%9,323CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$3,4200.01%23,330CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$3,4140.01%37,721CommonSOLE
464285204IAUISHARES GOLD TR$3,3970.01%57,617CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3,3730.01%45,172CommonSOLE
88579Y101MMM3M CO$3,3590.01%22,871CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$3,3440.01%41,042CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$3,2610.01%41,652CommonSOLE
244199105DEDEERE & CO$3,1680.01%6,749CommonSOLE
871829107SYYSYSCO CORP$3,1430.01%41,882CommonSOLE
147528103CASYCASEYS GEN STORES INC$3,1390.01%7,232CommonSOLE
81369Y953SELECT SECTOR SPDR TR PUT$3,1290.01%4,400PUTSOLE
369604301GEGE AEROSPACE$3,0670.01%15,323CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3,0300.01%67,252CommonSOLE
98149E303GLDMWORLD GOLD TR$2,9420.01%47,534CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2,8820.01%11,622CommonSOLE
053332102AZOAUTOZONE INC$2,8290.01%742CommonSOLE
46090E103QQQINVESCO QQQ TR$2,8140.01%6,000CommonSOLE
87612E106TGTTARGET CORP$2,8010.01%26,836CommonSOLE
78463V107GLDSPDR GOLD TR$2,7780.01%9,642CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$2,7620.01%8,198CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2,7480.01%4,521CommonSOLE
704326107PAYXPAYCHEX INC$2,6860.01%17,409CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$2,6840.01%74,856CommonSOLE
91879Q109MTNVAIL RESORTS INC$2,6310.01%16,443CommonSOLE
46434V407SHYGISHARES TR$2,5510.01%60,000CommonSOLE
G8068L108SNSHARKNINJA INC$2,5480.01%30,542CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2,5430.01%74,327CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,5140.01%17,675CommonSOLE
46428Q109SLVISHARES SILVER TR$2,5100.01%81,000CommonSOLE
G02602103DOXAMDOCS LTD$2,5020.01%27,341CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2,4670.01%8,366CommonSOLE
98139A105WKWORKIVA INC$2,4000.01%31,614CommonSOLE
46655E100DCDAKOTA GOLD CORP$2,3930.01%903,172CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2,2290.01%25,642CommonSOLE
31428X106FDXFEDEX CORP$2,2210.01%9,109CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2,2070.01%59,802CommonSOLE
46434V423KSAISHARES TR$2,1900.01%52,927CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,1500.01%16,279CommonSOLE
842587107SOSOUTHERN CO$2,1490.01%23,369CommonSOLE
23331A109DHID R HORTON INC$2,0600.01%16,207CommonSOLE
87422Q109TLNTALEN ENERGY CORP$2,0050.01%10,044CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1,9940.01%8,418CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,9850.01%2,065,000CommonSOLE
013872106AAALCOA CORP$1,9840.01%65,052CommonSOLE
456941103INRINFINITY NAT RES INC$1,9360.01%103,244CommonSOLE
M20791105CAMTCAMTEK LTD$1,9220.01%32,785CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$1,8600.01%2,000,000CommonSOLE
464288273SCZISHARES TR$1,8480.01%29,084CommonSOLE
61945C103MOSMOSAIC CO NEW$1,7160.01%63,538CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1,7110.01%23,611CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,6970.01%7,408CommonSOLE
032095101APHAMPHENOL CORP NEW$1,6590.01%25,299CommonSOLE
231021106CMICUMMINS INC$1,6390.01%5,230CommonSOLE
988498101YUMYUM BRANDS INC$1,6080.01%10,220CommonSOLE
464287954ISHARES TR$1,4930.01%55,337PUTSOLE
311900104FASTFASTENAL CO$1,4850.01%19,145CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1,4700.01%11,884CommonSOLE
370334104GISGENERAL MLS INC$1,4570.01%24,372CommonSOLE
M98068105WIXWIX COM LTD$1,4340.01%8,780CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1,4270.01%63,119CommonSOLE
75513E101RTXRTX CORPORATION$1,4240.01%10,749CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1,3940.01%11,428CommonSOLE
163851108CCCHEMOURS CO$1,3940.01%103,024CommonSOLE
82846H405QXOQXO INC$1,3870.01%102,445CommonSOLE
00191U102EFORASGN INC$1,3790.01%21,889CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,3620.01%17,820CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$1,3320.01%59,084CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1,3180.01%6,345CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$1,3150.01%19,550CommonSOLE
278865100ECLECOLAB INC$1,3050.01%5,149CommonSOLE
172908105CTASCINTAS CORP$1,2960.01%6,305CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,2890.01%3,692CommonSOLE
G9460G101VALVALARIS LTD$1,2560.01%32,000CommonSOLE
78464A698KRESPDR SER TR$1,2400.01%21,804CommonSOLE
03073E105CORCENCORA INC$1,2370.01%4,448CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1,2340.01%11,955CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1,2220.01%4,928CommonSOLE
M7516K103NVMINOVA LTD$1,2210.01%6,626CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$1,2050.01%18,509CommonSOLE
88642R109TDWTIDEWATER INC$1,2000.01%28,384CommonSOLE
56585A102MPCMARATHON PETE CORP$1,1900.01%8,169CommonSOLE
201723103CMCCOMMERCIAL METALS CO$1,1890.01%25,836CommonSOLE
071813109BAXBAXTER INTL INC$1,1740.00%34,305CommonSOLE
693718108PCARPACCAR INC$1,1700.00%12,021CommonSOLE
98138H101WDAYWORKDAY INC$1,1650.00%4,987CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,1410.00%10,364CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1,1380.00%4,778CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,1240.00%9,605CommonSOLE
G65431127NENOBLE CORP PLC$1,1240.00%47,442CommonSOLE
761152107RMDRESMED INC$1,1190.00%4,999CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$1,1190.00%38,212CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1,1080.00%2,289CommonSOLE
278642103EBAYEBAY INC.$1,0970.00%16,201CommonSOLE
30161N101EXCEXELON CORP$1,0920.00%23,691CommonSOLE
04626A103ALABASTERA LABS INC$1,0840.00%18,161CommonSOLE
758750103RRXREGAL REXNOR CORPORATION$1,0620.00%9,325CommonSOLE
025537101AEPAMERICAN ELEC PWR INC$1,0560.00%9,668CommonSOLE
749685103RPMRPM INTL INC$1,0370.00%8,962CommonSOLE
464286400EWZISHARES INC$1,0340.00%40,000CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1,0230.00%24,958CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$1,0210.00%210,518CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,0190.00%40,750CommonSOLE
22052L104CTVACORTEVA INC$1,0140.00%16,106CommonSOLE
631103108NDAQNASDAQ INC$1,0130.00%13,355CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1,0130.00%3,921CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1,0090.00%18,913CommonSOLE
25746U109DDOMINION ENERGY INC$1,0030.00%17,886CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9910.00%692CommonSOLE
902494103TSNTYSON FOODS INC$9880.00%15,480CommonSOLE
209115104EDCONSOLIDATED EDISON INC$9760.00%8,829CommonSOLE
92939U106WECWEC ENERGY GROUP INC$9570.00%8,783CommonSOLE
464287630IWNISHARES TR$9540.00%6,319CommonSOLE
98389B100XELXCEL ENERGY INC$9480.00%13,394CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9410.00%991,000CommonSOLE
237266101DARDARLING INTL INC$9350.00%29,919CommonSOLE
086516101BBYBEST BUY INC$9320.00%12,655CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$9290.00%5,801CommonSOLE
55354G100MSCIMSCI INC$9290.00%1,643CommonSOLE
46435G425ESGUISHARES TR$9270.00%7,600CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9110.00%11,290CommonSOLE
876030107TPRTAPESTRY INC$9090.00%12,916CommonSOLE
247361702DALDELTA AIR LINES INC DEL$9090.00%20,842CommonSOLE
023608102AEEAMEREN CORP$9050.00%9,017CommonSOLE
09062X103BIIBBIOGEN IDEC INC$9050.00%6,612CommonSOLE
69331C108PCGPG&E CORP$8990.00%52,339CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$8990.00%16,315CommonSOLE
233331107DTEDTE ENERGY CO$8990.00%6,502CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$8890.00%10,804CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8840.00%5,991CommonSOLE
778296103ROSTROSS STORES INC$8740.00%6,836CommonSOLE
205887102CAGCONAGRA FOODS INC$8600.00%32,246CommonSOLE
47103U845JAAAJANUS DETROIT STR TR HENDRSON AAA$8580.00%16,925CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8540.00%3,521CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8230.00%12,606CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$8220.00%60,000CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$8210.00%68,661CommonSOLE
681919106OMCOMNICOM GROUP INC$8200.00%9,896CommonSOLE
852234103XYZBLOCK INC$8120.00%14,951CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$7990.00%12,108CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$7960.00%19,500CommonSOLE
149123101CATCATERPILLAR INC DEL$7870.00%2,385CommonSOLE
189054109CLXCLOROX CO DEL$7790.00%5,289CommonSOLE
695156109PKGPACKAGING CORP AMER$7530.00%3,801CommonSOLE
285512109EAELECTRONIC ARTS INC$7410.00%5,129CommonSOLE
668771108GENGEN DIGITAL INC$7100.00%26,760CommonSOLE
464287648IWOISHARES TR$7090.00%2,776CommonSOLE
626717102MURMURPHY OIL CORP$7080.00%24,944CommonSOLE
775711104ROLROLLINS INC$7050.00%13,041CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$7000.00%10,829CommonSOLE
384802104GWWGRAINGER W W INC$7000.00%709CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6930.00%6,770CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$6920.00%2,326CommonSOLE
277432100EMNEASTMAN CHEM CO$6910.00%7,840CommonSOLE
942622200WSOWATSCO INC$6880.00%1,354CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$6800.00%17,600CommonSOLE
067901108ABXBARRICK GOLD CORP$6800.00%35,000CommonSOLE
440452100HRLHORMEL FOODS CORP$6800.00%21,982CommonSOLE
629377508NRGNRG ENERGY INC$6790.00%7,112CommonSOLE
464287234EEMISHARES TR$6770.00%15,500CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$6760.00%4,909CommonSOLE
464286822EWWISHARES INC$6620.00%13,000CommonSOLE
444859102HUMHUMANA INC$6570.00%2,482CommonSOLE
46429B598INDAISHARES TR$6440.00%12,500CommonSOLE
13321L108CCJCAMECO CORP$6420.00%15,600CommonSOLE
053611109AVYAVERY DENNISON CORP$6330.00%3,554CommonSOLE
15135B101CNCCENTENE CORP DEL$6300.00%10,375CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$6270.00%16,000CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$6180.00%3,065CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6160.00%6,402CommonSOLE
574599106MASMASCO CORP$6160.00%8,861CommonSOLE
219350105GLWCORNING INC$6080.00%13,282CommonSOLE
64110D104NTAPNETAPP INC$6080.00%6,926CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$6000.00%2,221CommonSOLE
690742101OCOWENS CORNING NEW$5990.00%4,192CommonSOLE
718546104PSXPHILLIPS 66$5970.00%4,834CommonSOLE
45168D104IDXXIDEXX LABS INC$5890.00%1,402CommonSOLE
983134107WYNNWYNN RESORTS LTD$5820.00%6,973CommonSOLE

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.