MondegarAI
CI INVESTMENTS INC.

Q2 2025 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2025-08-12 · accession 0001163648-25-000009

$26.7M
Reported value
1,293
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · CI INVESTMENTS INC. · Q2 2025

AI · grounded in 13F

CI INVESTMENTS INC. established a new position in IVV valued at $4.52M. The fund also initiated new stakes in MSFT for $1.45M and NVDA for $1.24M. Additional new positions include AMZN at $983,782 and META at $839,482.

Holdings as filed

First 500 of 1293

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.5M17.0%7,277,282CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M5.44%2,914,064CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M4.64%7,836,537CommonSOLE
023135106AMZNAMAZON COM INC$983,7823.69%4,484,170CommonSOLE
30303M102METAMETA PLATFORMS INC$839,4823.15%1,137,371CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$608,5172.28%1,082,886CommonSOLE
02079K107GOOGALPHABET INC$559,5112.10%3,154,128CommonSOLE
11135F101AVGOBROADCOM INC$498,0121.87%1,806,681CommonSOLE
037833100AAPLAPPLE INC$377,8631.42%1,841,704CommonSOLE
464287184FXIISHARES TR$363,4691.36%9,887,616CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$345,8751.30%1,193,043CommonSOLE
81762P102NOWSERVICENOW INC$325,4701.22%316,580CommonSOLE
532457108LLYELI LILLY & CO$268,0701.01%343,886CommonSOLE
92826C839VVISA INC$258,8450.97%729,038CommonSOLE
02079K305GOOGLALPHABET INC$247,3520.93%1,403,578CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$246,5220.92%790,211CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$242,5460.91%41,896CommonSOLE
912008109USFDUS FOODS HLDG CORP$239,3110.90%3,107,528CommonSOLE
46434V738IEURISHARES TR$229,4680.86%3,466,289CommonSOLE
16411R208LNGCHENIERE ENERGY INC$228,0890.86%936,632CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$221,1360.83%976,361CommonSOLE
464287432TLTISHARES TR$214,3460.80%2,428,850CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$214,2840.80%528,497CommonSOLE
48251W104KKRKKR & CO INC$208,2650.78%1,565,552CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$207,3510.78%1,461,250CommonSOLE
11271J107BNBROOKFIELD CORP$190,1470.71%3,074,328CommonSOLE
931142103WMTWALMART INC$185,8730.70%1,900,934CommonSOLE
060505104BACBANK OF AMERICA CORP$175,5660.66%3,710,183CommonSOLE
79466L302CRMSALESFORCE COM INC$172,4830.65%632,523CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$169,0230.63%1,117,287CommonSOLE
969457100WMBWILLIAMS COS INC DEL$161,2210.60%2,566,797CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$159,6860.60%1,486,699CommonSOLE
46982L108JJACOBS SOLUTIONS INC$155,7540.58%1,184,894CommonSOLE
00206R102TAT&T INC$155,4450.58%5,371,291CommonSOLE
92276F100VTRVENTAS INC$151,4990.57%2,399,027CommonSOLE
863667101SYKSTRYKER CORPORATION$141,8190.53%358,462CommonSOLE
00766T100ACMAECOM$134,1860.50%1,188,957CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$132,1120.50%1,110,839CommonSOLE
833445109SNOWSNOWFLAKE INC$131,6670.49%588,402CommonSOLE
742718109PGPROCTER & GAMBLE CO$129,6530.49%813,787CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$128,2120.48%705,470CommonSOLE
78409V104SPGIS&P GLOBAL INC$128,0370.48%242,820CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$127,9130.48%399,577CommonSOLE
925652109VICIVICI PPTYS INC$127,2610.48%3,903,706CommonSOLE
464287176TIPISHARES TR$124,7300.47%1,133,500CommonSOLE
58733R102MELIMERCADOLIBRE INC$122,9160.46%47,029CommonSOLE
09290D101BLKBLACKROCK INC$120,3620.45%114,712CommonSOLE
64110L106NFLXNETFLIX INC$119,3640.45%89,135CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$113,3500.43%160,155CommonSOLE
68389X105ORCLORACLE CORP$112,5430.42%514,769CommonSOLE
29444U700EQIXEQUINIX INC$110,9850.42%139,521CommonSOLE
74340W103PLDPROLOGIS INC.$110,2940.41%1,049,224CommonSOLE
496902404KGCKINROSS GOLD CORP$108,1450.41%6,919,093CommonSOLE
29364G103ETRENTERGY CORP NEW$102,3040.38%1,230,802CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$102,3030.38%1,096,497CommonSOLE
127190304CACICACI INTL INC$101,8340.38%213,623CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$97,2190.36%2,695,283CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$90,3840.34%2,698,017CommonSOLE
191216100KOCOCA COLA CO$88,7330.33%1,254,174CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$87,1620.33%270,052CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$85,0010.32%3,264,257CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$81,2090.30%149,443CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$79,5300.30%1,700,444CommonSOLE
05464C101AXONAXON ENTERPRISE INC$79,2730.30%95,747CommonSOLE
235851102DHRDANAHER CORP DEL$78,7900.30%398,857CommonSOLE
882508104TXNTEXAS INSTRS INC$77,7300.29%374,385CommonSOLE
595112103MUMICRON TECHNOLOGY INC$77,1990.29%626,363CommonSOLE
233051879ASHRDBX ETF TR$77,1890.29%2,802,805CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$75,0660.28%103CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$74,7430.28%548,292CommonSOLE
87612G101TRGPTARGA RES CORP$72,2930.27%415,286CommonSOLE
36828A101GEVGE VERNOVA INC$71,6470.27%135,401CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$71,4460.27%175,595CommonSOLE
78464A391EBNDSPDR SER TR$71,1600.27%3,325,253CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$70,9350.27%1,636,330CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$69,0780.26%231,115CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$68,6600.26%292,368CommonSOLE
615369105MCOMOODYS CORP$67,1290.25%133,832CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$65,9580.25%1,175,730CommonSOLE
743315103PGRPROGRESSIVE CORP$64,7660.24%242,698CommonSOLE
428103105HESMHESS MIDSTREAM LP$63,4460.24%1,647,519CommonSOLE
464287804IJRISHARES TR$63,3410.24%579,566CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$63,0600.24%204,642CommonSOLE
98978V103ZTSZOETIS INC$62,7500.24%402,374CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$62,2740.23%595,919CommonSOLE
949746101WMT2WELLS FARGO CO NEW$61,9780.23%773,564CommonSOLE
58933Y105MRKMERCK & CO INC NEW$60,6440.23%766,092CommonSOLE
025816109AXPAMERICAN EXPRESS CO$60,5910.23%189,952CommonSOLE
437076102HDHOME DEPOT INC$59,8290.22%163,183CommonSOLE
65339F101NEENEXTERA ENERGY INC$58,8950.22%848,388CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$58,2310.22%513,455CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$57,8400.22%2,230,613CommonSOLE
30231G102XOMEXXON MOBIL CORP$57,8100.22%536,268CommonSOLE
893641100TDGTRANSDIGM GROUP INC$57,2580.21%37,654CommonSOLE
22160N109CSGPCOSTAR GROUP INC$56,9600.21%708,453CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$56,6080.21%714,112CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$56,4060.21%439,262CommonSOLE
23804L103DDOGDATADOG INC$54,3720.20%404,764CommonSOLE
654106103NKENIKE INC$54,0010.20%760,152CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$51,8070.19%3,372,825CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$51,2980.19%485,689CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$51,0000.19%2,912,619CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$50,8340.19%824,296CommonSOLE
040413205ANETARISTA NETWORKS INC$49,4830.19%483,659CommonSOLE
464288513HYGISHARES TR$49,2920.18%611,189CommonSOLE
872540109TJXTJX COS INC NEW$46,7040.18%378,203CommonSOLE
438516106HONHONEYWELL INTL INC$45,9440.17%197,287CommonSOLE
231561101CWCURTISS WRIGHT CORP$45,6590.17%93,459CommonSOLE
98419M100XYLXYLEM INC$45,5890.17%352,418CommonSOLE
20825C104COPCONOCOPHILLIPS$44,8650.17%499,949CommonSOLE
37637K108GTLBGITLAB INC$44,6970.17%990,853CommonSOLE
133131102CPTCAMDEN PPTY TR$44,6370.17%396,102CommonSOLE
03831W108APPAPPLOVIN CORP$44,1230.17%126,037CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$43,7270.16%433,028CommonSOLE
464287440IEFISHARES TR$43,5130.16%454,348CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$43,4490.16%236,817CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$43,3960.16%477,404CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$43,1690.16%102,670CommonSOLE
G17977110BURBURFORD CAP LTD$41,9260.16%2,940,097CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$40,6210.15%223,255CommonSOLE
816851109SRESEMPRA ENERGY$40,5330.15%534,946CommonSOLE
855244109SBUXSTARBUCKS CORP$40,1910.15%438,621CommonSOLE
291011104EMREMERSON ELEC CO$39,7830.15%298,380CommonSOLE
609207105MDLZMONDELEZ INTL INC$39,1820.15%580,988CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$38,8140.15%50,582CommonSOLE
032654105ADIANALOG DEVICES INC$38,3370.14%161,067CommonSOLE
399909100GGALGRUPO FINANCIERO GALICIA S.A$38,3120.14%760,319CommonSOLE
670837103OGEOGE ENERGY CORP$37,8690.14%853,292CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$37,8480.14%184,951CommonSOLE
82509L107SHOPSHOPIFY INC$37,7480.14%327,247CommonSOLE
00287Y109ABBVABBVIE INC$37,6230.14%202,690CommonSOLE
49446R109KIMKIMCO RLTY CORP$37,2930.14%1,774,165CommonSOLE
09260D107BXBLACKSTONE INC$36,8130.14%246,110CommonSOLE
45104G104IBNICICI BANK LIMITED$36,5110.14%1,085,330CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$35,9390.13%464,323CommonSOLE
422806109HEIHEICO CORP NEW$35,8420.13%109,275CommonSOLE
40415F101HDBHDFC BANK LTD$34,9160.13%455,401CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$34,4670.13%3,662,761CommonSOLE
95040Q104WELLWELLTOWER INC$34,1290.13%222,004CommonSOLE
74460D109PSAPUBLIC STORAGE$34,0820.13%116,155CommonSOLE
252131107DXCMDEXCOM INC$33,6970.13%386,032CommonSOLE
548661107LOWLOWES COS INC$32,2080.12%145,166CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$31,0700.12%995,833CommonSOLE
984245100YPFYPF SOCIEDAD ANONIMA$30,4940.11%969,596CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$29,7440.11%245,093CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29,6380.11%61,013CommonSOLE
464288372IGFISHARES TR$29,3750.11%496,192CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$29,0010.11%396,240CommonSOLE
747525103QCOMQUALCOMM INC$28,5740.11%179,417CommonSOLE
482480100KLACKLA CORP$28,4780.11%31,793CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$27,9270.10%426,368CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$27,4120.10%495,875CommonSOLE
031100100AMEAMETEK INC$27,0240.10%149,338CommonSOLE
046353108AZNNASTRAZENECA PLC$26,7190.10%382,356CommonSOLE
92840M102VSTVISTRA CORP$26,6790.10%137,655CommonSOLE
172967424CCITIGROUP INC$26,3630.10%309,718CommonSOLE
038222105AMATAPPLIED MATLS INC$25,4520.10%139,027CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$25,4410.10%274,390CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$25,2490.09%49,574CommonSOLE
461202103INTUINTUIT$24,9390.09%31,663CommonSOLE
166764100CVXCHEVRON CORP NEW$24,6570.09%172,201CommonSOLE
17275R102CSCOCISCO SYS INC$24,2930.09%350,150CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$24,2700.09%334,155CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$24,2500.09%82,266CommonSOLE
00724F101ADBEADOBE INC$23,7550.09%61,401CommonSOLE
871607107SNPSSYNOPSYS INC$23,5270.09%45,891CommonSOLE
464288281EMBISHARES TR$23,3190.09%251,773CommonSOLE
512807306LRCXLAM RESEARCH CORP$23,3190.09%239,560CommonSOLE
21874C102CNMCORE & MAIN INC$23,0470.09%381,897CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$22,3480.08%72,913CommonSOLE
H5919C104ONONON HLDG AG$21,9420.08%421,563CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$21,8090.08%1,743,362CommonSOLE
79589L106IOTSAMSARA INC$21,6670.08%544,662CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$21,5250.08%21,744CommonSOLE
651639106NEMNEWMONT CORP$21,2210.08%364,244CommonSOLE
G29183103ETNEATON CORP PLC$21,1610.08%59,277CommonSOLE
464286392URTHISHARES INC$20,7720.08%122,633CommonSOLE
464287242LQDISHARES TR$20,6190.08%188,110CommonSOLE
88339J105TTDTHE TRADE DESK INC$19,9830.07%277,577CommonSOLE
92837L109VISTVISTA ENERGY S.A.B. DE C.V.$19,9650.07%417,600CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$19,9640.07%543,377CommonSOLE
443201108HWMHOWMET AEROSPACE INC$19,9570.07%107,223CommonSOLE
29250N105ENBENBRIDGE INC$19,5160.07%430,628CommonSOLE
46266C105IQVIQVIA HLDGS INC$18,7600.07%119,042CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$18,6620.07%181,657CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$18,6170.07%84,230CommonSOLE
375558103GILDGILEAD SCIENCES INC$18,3190.07%165,230CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$18,2760.07%171,961CommonSOLE
88162G103TTEKTETRA TECH INC NEW$17,8890.07%497,476CommonSOLE
478160104JNJJOHNSON & JOHNSON$17,7400.07%116,136CommonSOLE
46432F842IEFAISHARES TR$17,2250.06%206,334CommonSOLE
866674104SUISUN CMNTYS INC$16,9320.06%133,861CommonSOLE
15101Q207CLSCELESTICA INC$16,7180.06%107,091CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$16,5550.06%330,515CommonSOLE
002824100ABTABBOTT LABS$15,8060.06%116,211CommonSOLE
718172109PMPHILIP MORRIS INTL INC$15,2110.06%83,520CommonSOLE
18915M107NETCLOUDFLARE INC$15,2050.06%77,643CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$15,1580.06%466,258CommonSOLE
760759100RSGREPUBLIC SVCS INC$14,7550.06%59,831CommonSOLE
G54950103LINLINDE PLC$14,5850.05%31,087CommonSOLE
60937P106MDBMONGODB INC$14,4380.05%68,757CommonSOLE
617700109MORNMORNINGSTAR INC$13,7750.05%43,878CommonSOLE
428050108HSAIHESAI GROUP$13,7700.05%627,333CommonSOLE
872590104TMUST-MOBILE US INC$13,4200.05%56,323CommonSOLE
19247G107COHRCOHERENT CORP$13,1690.05%147,623CommonSOLE
126402106CSWCSW INDUSTRIALS INC$12,9770.05%45,244CommonSOLE
78462F953SPYSPDR S&P 500 ETF TR$12,0660.05%22,807PUTSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$11,8840.04%83,769CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$11,7420.04%89,946CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$11,6730.04%62,516CommonSOLE
74762E102QUREQUANTA SVCS INC$11,6450.04%30,800CommonSOLE
92189F106GDXVANECK ETF TRUST$11,6360.04%223,513CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$11,4200.04%52,233CommonSOLE
713448108PEPPEPSICO INC$11,3840.04%86,219CommonSOLE
126408103CSXCSX CORP$11,3210.04%346,953CommonSOLE
49177J102KVUEKENVUE INC$11,0700.04%528,897CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$10,7290.04%454,422CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$10,6300.04%349,326CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$10,3190.04%204,501CommonSOLE
036752103ELVELEVANCE HEALTH INC$10,2630.04%26,387CommonSOLE
00912X302ALAIR LEASE CORP$10,1980.04%174,362CommonSOLE
26875P101EOGEOG RES INC$10,0060.04%83,658CommonSOLE
722304102PDDPDD HOLDINGS INC$9,9630.04%95,198CommonSOLE
94106L109WMWASTE MGMT INC DEL$9,7410.04%42,569CommonSOLE
819047101SHAKSHAKE SHACK INC$9,5510.04%67,928CommonSOLE
683344105ONTOONTO INNOVATION INC COM$9,4150.04%93,284CommonSOLE
580135101MCDMCDONALDS CORP$9,3970.04%32,163CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$9,3590.04%198,872CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$9,3090.03%150,677CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$9,3070.03%67,739CommonSOLE
46187W107INVHINVITATION HOMES INC$9,1540.03%279,079CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$9,0840.03%510,025CommonSOLE
64110W102NTESNETEASE COM INC$8,9490.03%66,494CommonSOLE
464288588MBBISHARES TR$8,9250.03%95,057CommonSOLE
911363109URIUNITED RENTALS INC$8,8830.03%11,791CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$8,8000.03%587,850CommonSOLE
88160R101TSLATESLA INC$8,6360.03%27,187CommonSOLE
632307104NTRANATERA INC$8,5830.03%50,803CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$8,4040.03%26,776CommonSOLE
780287108RGLDROYAL GOLD INC$8,3220.03%46,797CommonSOLE
052800109ALVAUTOLIV INC$8,2630.03%73,843CommonSOLE
570535104MKLMARKEL GROUP CORP$8,2510.03%4,131CommonSOLE
42809H107HESHESS CORP$8,2140.03%59,288CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$8,0610.03%81,822CommonSOLE
26874R108EENI S P A$8,0360.03%247,865CommonSOLE
101121101BXPBXP INC$8,0030.03%118,615CommonSOLE
89151E109TTENTOTALENERGIES SE$7,9580.03%129,634CommonSOLE
055622104BPBP PLC$7,9460.03%265,488CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$7,9190.03%407,553CommonSOLE
780259305SHELSHELL PLC$7,9170.03%112,440CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$7,8990.03%188,021CommonSOLE
421298100HAYWHAYWARD HLDGS INC$7,8510.03%568,880CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$7,8370.03%560,962CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7,7320.03%7,319CommonSOLE
38059T106GFIGOLD FIELDS LTD$7,7030.03%325,414CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$7,6260.03%167,351CommonSOLE
125523100CITHE CIGNA GROUP$7,5370.03%22,800CommonSOLE
29446M102EQNREQUINOR ASA$7,4220.03%295,235CommonSOLE
58155Q103MCKMCKESSON CORP$7,3590.03%10,043CommonSOLE
717081103PFEPFIZER INC$7,3400.03%302,800CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7,1890.03%15,522CommonSOLE
031162100AMGNAMGEN INC$7,0620.03%25,291CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$7,0470.03%105,589CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$7,0190.03%71,612CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$6,9970.03%119,329CommonSOLE
91529Y106UNMUNUM GROUP$6,9930.03%86,590CommonSOLE
05961W105BMABANCO MACRO SA$6,9080.03%98,392CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6,8950.03%39,549CommonSOLE
40412C101HCAHCA HOLDINGS INC$6,7370.03%17,586CommonSOLE
37959E102GLGLOBE LIFE INC$6,7240.03%54,099CommonSOLE
534187109LNCLINCOLN NATL CORP IND$6,7210.03%194,254CommonSOLE
05465C100AXAXOS FINANCIAL INC$6,6240.02%87,107CommonSOLE
126650100CVSCVS HEALTH CORP$6,5490.02%94,938CommonSOLE
228368106CCKCROWN HLDGS INC$6,4540.02%62,669CommonSOLE
001055102AFLAFLAC INC$6,4380.02%61,050CommonSOLE
216648501COOCOOPER COS INC$6,4170.02%90,176CommonSOLE
46434G103IEMGISHARES INC$6,3570.02%105,905CommonSOLE
50202M102LILI AUTO INC$6,3260.02%233,359CommonSOLE
G5960L103MDTMEDTRONIC PLC$6,3070.02%72,348CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$6,2400.02%78,557CommonSOLE
056525108BMIBADGER METER INC$6,2210.02%25,397CommonSOLE
73278L105POOLPOOL CORP$6,1440.02%21,079CommonSOLE
59156R108METMETLIFE INC$6,0900.02%75,732CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$6,0630.02%29,795CommonSOLE
336433107FSLRFIRST SOLAR INC$6,0290.02%36,419CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,9430.02%128,377CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,9040.02%54,950CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5,8450.02%13,128CommonSOLE
927959106VNOMUSDVIPER ENERGY INC$5,8350.02%153,041CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$5,7900.02%159,800CommonSOLE
907818108UNPUNION PAC CORP$5,6990.02%24,768CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$5,6710.02%116,449CommonSOLE
207410101CNMDCONMED CORP$5,6350.02%108,195CommonSOLE
369550108GDGENERAL DYNAMICS CORP$5,4570.02%18,709CommonSOLE
498894104KNFKNIFE RIVER CORP$5,1160.02%62,663CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4,8320.02%15,667CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4,8020.02%22,572CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$4,5440.02%94,420CommonSOLE
758849103REGREGENCY CTRS CORP$4,5250.02%63,527CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4,4570.02%18,930CommonSOLE
46090E953QQQINVESCO QQQ TR$4,4200.02%4,535PUTSOLE
199908104FIXCOMFORT SYS USA INC$4,3280.02%8,072CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$4,3180.02%43,761CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$4,2770.02%45,040CommonSOLE
83304AAK2SNAP 0.5 05/01/30SNAP INC$4,2670.02%5,000,000CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4,1940.02%40,253CommonSOLE
056752108BIDUBAIDU INC$4,0910.02%47,706CommonSOLE
82846H405QXOQXO INC$4,0620.02%188,566CommonSOLE
147528103CASYCASEYS GEN STORES INC$4,0570.02%7,951CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3,9790.01%34,006CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$3,8980.01%42,719CommonSOLE
369604301GEGE AEROSPACE$3,8670.01%15,023CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,8310.01%8,759CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3,8060.01%87,948CommonSOLE
456941103INRINFINITY NAT RES INC$3,6080.01%197,052CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3,5980.01%27,912CommonSOLE
464285204IAUISHARES GOLD TR$3,5930.01%57,617CommonSOLE
892672106TWTRADEWEB MKTS INC$3,5350.01%24,145CommonSOLE
184496107CLHCLEAN HARBORS INC$3,4810.01%15,056CommonSOLE
87422Q109TLNTALEN ENERGY CORP$3,4650.01%11,915CommonSOLE
78464A698KRESPDR SER TR$3,4190.01%57,572CommonSOLE
244199105DEDEERE & CO$3,3670.01%6,621CommonSOLE
88579Y101MMM3M CO$3,3370.01%21,917CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3,1810.01%4,554CommonSOLE
049468101TEAMATLASSIAN CORPORATION$3,1780.01%15,649CommonSOLE
45784P101PODDINSULET CORP$3,1350.01%9,977CommonSOLE
98149E303GLDMWORLD GOLD TR$3,1140.01%47,534CommonSOLE
217204106CPRTCOPART INC$3,0720.01%62,614CommonSOLE
78463V107GLDSPDR GOLD TR$2,9390.01%9,642CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$2,9000.01%67,197CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2,8880.01%11,680CommonSOLE
871829107SYYSYSCO CORP$2,8840.01%38,072CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$2,7260.01%74,901CommonSOLE
941848103WATWATERS CORP$2,7130.01%7,773CommonSOLE
85423L103SAROSTANDARDAERO INC$2,7090.01%85,584CommonSOLE
87612E106TGTTARGET CORP$2,6750.01%27,116CommonSOLE
46428Q109SLVISHARES SILVER TR$2,6580.01%81,000CommonSOLE
053332102AZOAUTOZONE INC$2,6540.01%715CommonSOLE
032095101APHAMPHENOL CORP NEW$2,6200.01%26,536CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$2,6180.01%32,235CommonSOLE
46655E100DCDAKOTA GOLD CORP$2,6130.01%708,172CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$2,5940.01%285,406CommonSOLE
30161N101EXCEXELON CORP$2,5360.01%58,413CommonSOLE
013872106AAALCOA CORP$2,5310.01%85,777CommonSOLE
704326107PAYXPAYCHEX INC$2,5190.01%17,319CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2,5170.01%37,299CommonSOLE
G02602103DOXAMDOCS LTD$2,4380.01%26,725CommonSOLE
718546104PSXPHILLIPS 66$2,4370.01%20,426CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2,4070.01%72,795CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2,3920.01%8,479CommonSOLE
589889104MMSIMERIT MED SYS INC$2,3920.01%25,588CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,2320.01%4,251CommonSOLE
842587107SOSOUTHERN CO$2,2120.01%24,091CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2,2020.01%8,603CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2,1830.01%61,166CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,1820.01%16,234CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$2,1760.01%25,424CommonSOLE
88642R109TDWTIDEWATER INC$2,1280.01%46,125CommonSOLE
78709Y105SAIASAIA INC$2,1220.01%7,746CommonSOLE
31428X106FDXFEDEX CORP$2,1130.01%9,294CommonSOLE
629377508NRGNRG ENERGY INC$2,1090.01%13,135CommonSOLE
65473P105NINISOURCE INC$2,0740.01%51,412CommonSOLE
464288273SCZISHARES TR$2,0290.01%27,921CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$2,0000.01%52,135CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$1,9900.01%2,065,000CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$1,9440.01%53,963CommonSOLE
M7516K103NVMINOVA LTD$1,8930.01%6,879CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$1,8720.01%2,000,000CommonSOLE
98139A105WKWORKIVA INC$1,8080.01%26,414CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$1,7990.01%26,299CommonSOLE
23331A109DHID R HORTON INC$1,7660.01%13,696CommonSOLE
61945C103MOSMOSAIC CO NEW$1,7240.01%47,264CommonSOLE
127097103CTRACOTTERA ENERGY INC$1,7230.01%67,880CommonSOLE
04626A103ALABASTERA LABS INC$1,6950.01%18,744CommonSOLE
231021106CMICUMMINS INC$1,6820.01%5,136CommonSOLE
311900104FASTFASTENAL CO$1,6700.01%39,760CommonSOLE
M20791105CAMTCAMTEK LTD$1,5800.01%18,682CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1,5710.01%13,314CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$1,5570.01%19,584CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1,5160.01%11,953CommonSOLE
988498101YUMYUM BRANDS INC$1,5000.01%10,122CommonSOLE
254687106DISDISNEY WALT CO$1,4410.01%11,624CommonSOLE
03073E105CORCENCORA INC$1,4250.01%4,752CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,4240.01%17,737CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1,4160.01%6,498CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1,4070.01%62,135CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1,3910.01%17,790CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$1,3900.01%207,166CommonSOLE
278865100ECLECOLAB INC$1,3890.01%5,154CommonSOLE
172908105CTASCINTAS CORP$1,3870.01%6,223CommonSOLE
626717102MURMURPHY OIL CORP$1,3780.01%61,265CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,3660.01%19,911CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1,3420.01%4,115CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1,3110.00%4,799CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1,3050.00%26,528CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1,3020.00%3,921CommonSOLE
75513E101RTXRTX CORPORATION$1,3010.00%8,908CommonSOLE
464286400EWZISHARES INC$1,2980.00%45,000CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1,2820.00%5,886CommonSOLE
46429B598INDAISHARES TR$1,2810.00%23,000CommonSOLE
670346105NUENUCOR CORP$1,2700.00%9,807CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,2690.00%3,695CommonSOLE
761152107RMDRESMED INC$1,2690.00%4,920CommonSOLE
22052L104CTVACORTEVA INC$1,2510.00%16,784CommonSOLE
278642103EBAYEBAY INC.$1,2490.00%16,769CommonSOLE
631103108NDAQNASDAQ INC$1,2360.00%13,827CommonSOLE
98138H101WDAYWORKDAY INC$1,2310.00%5,131CommonSOLE
237266101DARDARLING INTL INC$1,2280.00%32,369CommonSOLE
91879Q109MTNVAIL RESORTS INC$1,2180.00%7,749CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,2110.00%7,031CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1,2020.00%2,253CommonSOLE
25746U109DDOMINION ENERGY INC$1,1960.00%21,168CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1,1870.00%11,986CommonSOLE
025537101AEPAMERICAN ELEC PWR INC$1,1830.00%11,399CommonSOLE
163851108CCCHEMOURS CO$1,1710.00%102,270CommonSOLE
46655E118DCDAKOTA GOLD CORP$1,1620.00%721,511CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,1610.00%40,882CommonSOLE
693718108PCARPACCAR INC$1,1580.00%12,179CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$1,1380.00%52,865CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1,1270.00%25,191CommonSOLE
92343E102VRSNVERISIGN INC$1,1270.00%3,901CommonSOLE
47103U845JAAAJANUS DETROIT STR TR HENDRSON AAA$1,1250.00%22,165CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD$1,1220.00%53,650CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$1,1060.00%13,142CommonSOLE
98389B100XELXCEL ENERGY INC$1,1030.00%16,202CommonSOLE
69331C108PCGPG&E CORP$1,0730.00%76,951CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1,0720.00%10,685CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1,0690.00%9,055CommonSOLE
876030107TPRTAPESTRY INC$1,0660.00%12,143CommonSOLE
370334104GISGENERAL MLS INC$1,0390.00%20,048CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1,0280.00%4,021CommonSOLE
233331107DTEDTE ENERGY CO$1,0280.00%7,758CommonSOLE
852234103XYZBLOCK INC$1,0190.00%15,002CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9960.00%11,051CommonSOLE
071813109BAXBAXTER INTL INC$9910.00%32,731CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$9800.00%7,043CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$9650.00%17,219CommonSOLE
460146103IPINTERNATIONAL PAPER CO$9600.00%20,501CommonSOLE
373737105GGBGERDAU SA$9600.00%328,741CommonSOLE
464287630IWNISHARES TR$9570.00%6,067CommonSOLE
55354G100MSCIMSCI INC$9500.00%1,647CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9480.00%991,000CommonSOLE
149123101CATCATERPILLAR INC DEL$9210.00%2,372CommonSOLE
573874904MRVLMARVELL TECHNOLOGY INC$8990.00%840CALLSOLE
778296103ROSTROSS STORES INC$8910.00%6,985CommonSOLE
749685103RPMRPM INTL INC$8820.00%8,027CommonSOLE
500754106KHCKRAFT HEINZ CO$8800.00%34,078CommonSOLE
902494103TSNTYSON FOODS INC$8790.00%15,717CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$8770.00%16,619CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$8660.00%67,154CommonSOLE
285512109EAELECTRONIC ARTS INC$8630.00%5,403CommonSOLE
086516101BBYBEST BUY INC$8600.00%12,813CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8570.00%3,528CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$8480.00%5,047CommonSOLE
384802104GWWGRAINGER W W INC$8370.00%805CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8130.00%10,977CommonSOLE
097023105BABOEING CO$8120.00%3,873CommonSOLE
617446448MSMORGAN STANLEY$8110.00%5,754CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8100.00%10,898CommonSOLE
171340102CHDCHURCH & DWIGHT INC$8060.00%8,389CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$7970.00%10,009CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$7820.00%17,978CommonSOLE
668771108GENGEN DIGITAL INC$7790.00%26,484CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7710.00%2,475CommonSOLE
464287648IWOISHARES TR$7620.00%2,665CommonSOLE
64110D104NTAPNETAPP INC$7570.00%7,103CommonSOLE
775711104ROLROLLINS INC$7570.00%13,423CommonSOLE
46435G425ESGUISHARES TR$7370.00%5,450CommonSOLE
681919106OMCOMNICOM GROUP INC$7330.00%10,185CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$7330.00%9,834CommonSOLE
695156109PKGPACKAGING CORP AMER$7270.00%3,856CommonSOLE
12514G108CDWCDW CORP$7240.00%4,052CommonSOLE
751212101RLRALPH LAUREN CORP$7210.00%2,631CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$7200.00%984CommonSOLE
65290E101NXTNEXTRACKER INC$7170.00%13,196CommonSOLE
G9460G101VALVALARIS LTD$7160.00%17,000CommonSOLE
45168D104IDXXIDEXX LABS INC$7090.00%1,322CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$7090.00%27,615CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$6840.00%52,571CommonSOLE
219350105GLWCORNING INC$6830.00%12,991CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$6730.00%55,000CommonSOLE
38071H106GROYGOLD ROYALTY CORP$6520.00%294,888CommonSOLE
G31249108ESTAESTABLISHMENT LABS HLDGS INC$6410.00%15,000CommonSOLE
349915AE8FVICN 3.75 06/30/29FORTUNA MNG CORP$6340.00%500,000CommonSOLE
983134107WYNNWYNN RESORTS LTD$6310.00%6,737CommonSOLE
260003108DOVDOVER CORP$6280.00%3,427CommonSOLE
09062X103BIIBBIOGEN IDEC INC$6240.00%4,971CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$6230.00%6,496CommonSOLE
594972408MSTRMICROSTRATEGY INC$6150.00%1,521CommonSOLE
942622200WSOWATSCO INC$6120.00%1,386CommonSOLE
444859102HUMHUMANA INC$6010.00%2,457CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$5990.00%60,000CommonSOLE
053611109AVYAVERY DENNISON CORP$5960.00%3,395CommonSOLE
858119100STLDSTEEL DYNAMICS INC$5890.00%4,599CommonSOLE
960413102WLKWESTLAKE CORPORATION$5840.00%7,695CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5810.00%2,936CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5750.00%3,521CommonSOLE
277432100EMNEASTMAN CHEM CO$5620.00%7,526CommonSOLE
02209S103MOALTRIA GROUP INC$5590.00%9,532CommonSOLE
25754A201DPZDOMINOS PIZZA INC$5580.00%1,238CommonSOLE

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.