MondegarAI
CI INVESTMENTS INC.

Q3 2025 · 13F-HR

CI INVESTMENTS INC.holdings as filed

Filed 2025-11-12 · accession 0001163648-25-000016

$27.5M
Reported value
1,285
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · CI INVESTMENTS INC. · Q3 2025

AI · grounded in 13F

CI INVESTMENTS INC. established a new position in IVV valued at $4.87M. The fund also initiated new stakes in MSFT for $1.43M and NVDA for $1.35M. Additional new positions include AMZN at $989,344 and META at $759,130.

Holdings as filed

First 500 of 1285

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$4.9M17.7%7,277,282CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M5.20%2,762,191CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M4.91%7,237,521CommonSOLE
023135106AMZNAMAZON COM INC$989,3443.60%4,505,827CommonSOLE
30303M102METAMETA PLATFORMS INC$759,1302.76%1,033,701CommonSOLE
037833100AAPLAPPLE INC$690,1942.51%2,710,578CommonSOLE
02079K107GOOGALPHABET INC$674,2942.45%2,768,605CommonSOLE
57636Q104MAMASTERCARD INC$585,1382.13%1,028,705CommonSOLE
11135F101AVGOBROADCOM INC$543,9201.98%1,648,691CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$335,4921.22%1,063,601CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$325,1641.18%941,686CommonSOLE
02079K305GOOGLALPHABET INC$305,4731.11%1,256,571CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$296,7761.08%611,885CommonSOLE
464287184FXIISHARES TR$279,6111.02%6,796,567CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$275,7581.00%987,354CommonSOLE
46434V738IEURISHARES TR$257,8470.94%3,785,191CommonSOLE
532457108LLYELI LILLY & CO$256,5870.93%336,287CommonSOLE
81762P102NOWSERVICENOW INC$255,2380.93%277,348CommonSOLE
92826C839VVISA INC$241,5800.88%707,656CommonSOLE
48251W104KKRKKR & CO INC$226,8080.82%1,745,345CommonSOLE
16411R208LNGCHENIERE ENERGY INC$224,2820.82%954,471CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$210,7010.77%39,024CommonSOLE
931142103WMTWALMART INC$210,3290.76%2,040,840CommonSOLE
11271J107BNBROOKFIELD CORP$190,0310.69%2,770,941CommonSOLE
060505104BACBANK OF AMERICA CORP$188,4060.68%3,651,977CommonSOLE
912008109USFDUS FOODS HLDG CORP$167,8440.61%2,190,608CommonSOLE
496902404KGCKINROSS GOLD CORP$167,7750.61%6,751,506CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$165,7190.60%1,014,190CommonSOLE
92276F100VTRVENTAS INC$164,7860.60%2,354,425CommonSOLE
78464A391EBNDSPDR SER TR$164,7260.60%7,711,877CommonSOLE
46982L108JJACOBS SOLUTIONS INC$160,9540.58%1,074,032CommonSOLE
969457100WMBWILLIAMS COS INC DEL$158,4750.58%2,501,586CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$157,7280.57%1,615,574CommonSOLE
00766T100ACMAECOM$151,0080.55%1,157,414CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$148,4240.54%186,381CommonSOLE
235851102DHRDANAHER CORP DEL$146,4090.53%738,468CommonSOLE
00206R102TAT&T INC$146,2060.53%5,177,257CommonSOLE
68389X105ORCLORACLE CORP$140,4480.51%499,389CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$134,5250.49%831,482CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$133,8280.49%705,470CommonSOLE
833445109SNOWSNOWFLAKE INC$131,0960.48%581,229CommonSOLE
172967424CCITIGROUP INC$124,2630.45%1,224,264CommonSOLE
925652109VICIVICI PPTYS INC$123,9950.45%3,802,365CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$123,4540.45%1,260,121CommonSOLE
742718109PGPROCTER & GAMBLE CO$122,4060.44%796,656CommonSOLE
58933Y105MRKMERCK & CO INC NEW$120,0010.44%1,429,779CommonSOLE
78409V104SPGIS&P GLOBAL INC$119,8630.44%246,271CommonSOLE
74340W103PLDPROLOGIS INC.$118,7390.43%1,036,840CommonSOLE
58733R102MELIMERCADOLIBRE INC$113,2710.41%48,470CommonSOLE
29364G103ETRENTERGY CORP NEW$112,5720.41%1,207,985CommonSOLE
863667101SYKSTRYKER CORPORATION$109,9510.40%297,431CommonSOLE
29444U700EQIXEQUINIX INC$109,9170.40%140,336CommonSOLE
464287176TIPISHARES TR$106,5550.39%958,060CommonSOLE
09290D101BLKBLACKROCK INC$103,7480.38%88,988CommonSOLE
64110L106NFLXNETFLIX INC$103,2940.38%86,156CommonSOLE
127190304CACICACI INTL INC$102,7250.37%205,952CommonSOLE
79466L302CRMSALESFORCE COM INC$102,5580.37%432,733CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$98,1410.36%3,545,563CommonSOLE
450913108IAGIAMGOLD CORP$96,7470.35%7,482,333CommonSOLE
191216100KOCOCA COLA CO$96,4020.35%1,453,592CommonSOLE
882508104TXNTEXAS INSTRS INC$96,1800.35%523,484CommonSOLE
78462F103SPYSPDR S&P 500 ETF$94,9440.35%142,520CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$94,9160.34%2,885,864CommonSOLE
05464C101AXONAXON ENTERPRISE INC$91,3040.33%127,228CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$90,7130.33%507,543CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$89,8260.33%859,994CommonSOLE
87612G101TRGPTARGA RES CORP$88,3210.32%527,162CommonSOLE
82509L107SHOPSHOPIFY INC$87,1360.32%586,342CommonSOLE
03831W108APPAPPLOVIN CORP$83,0690.30%115,608CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$82,7100.30%2,487,530CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$82,1240.30%249,564CommonSOLE
595112103MUMICRON TECHNOLOGY INC$76,4940.28%457,169CommonSOLE
92189F106GDXVANECK ETF TRUST$76,4440.28%1,000,580CommonSOLE
654106103NKENIKE INC$74,8580.27%1,073,545CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$72,7770.26%2,231,732CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$71,0770.26%101,829CommonSOLE
G25508105CRHCRH PLC$70,8790.26%591,155CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$70,0100.25%1,683,335CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$69,5170.25%155,440CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$68,3050.25%338,211CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$68,2920.25%374,369CommonSOLE
464287655IWMISHARES TR$68,0870.25%281,398CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$67,8780.25%90CommonSOLE
437076102HDHOME DEPOT INC$63,5140.23%156,752CommonSOLE
872540109TJXTJX COS INC NEW$62,8650.23%434,933CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$62,6360.23%415,194CommonSOLE
233051879ASHRDBX ETF TR$62,4350.23%1,893,112CommonSOLE
615369105MCOMOODYS CORP$62,3000.23%130,751CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$62,1060.23%135,814CommonSOLE
36828A101GEVGE VERNOVA INC$61,8950.22%100,659CommonSOLE
21873S108CRWVCOREWEAVE INC$59,3360.22%433,586CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$57,6680.21%164,176CommonSOLE
22160N109CSGPCOSTAR GROUP INC$57,4420.21%680,839CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$56,9270.21%294,424CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$56,9160.21%1,120,835CommonSOLE
98978V103ZTSZOETIS INC$56,5490.21%386,472CommonSOLE
040413205ANETARISTA NETWORKS INC$56,4410.21%387,355CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$55,8170.20%749,316CommonSOLE
30231G102XOMEXXON MOBIL CORP$55,6000.20%493,127CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$54,3750.20%3,194,773CommonSOLE
428103105HESMHESS MIDSTREAM LP$54,2330.20%1,569,695CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$52,6460.19%478,820CommonSOLE
65339F101NEENEXTERA ENERGY INC$50,7040.18%671,668CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$50,1390.18%826,005CommonSOLE
231561101CWCURTISS WRIGHT CORP$49,8800.18%91,871CommonSOLE
512807306LRCXLAM RESEARCH CORP$49,5970.18%370,402CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$49,1630.18%158,723CommonSOLE
816851109SRESEMPRA ENERGY$48,2850.18%536,620CommonSOLE
893641100TDGTRANSDIGM GROUP INC$46,9250.17%35,603CommonSOLE
20825C104COPCONOCOPHILLIPS$46,1770.17%488,179CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$45,8380.17%185,880CommonSOLE
171779309CIENCIENA CORP$44,0570.16%302,443CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$43,6620.16%410,162CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$43,6470.16%2,279,229CommonSOLE
464288281EMBISHARES TR$43,6230.16%458,273CommonSOLE
45784P101PODDINSULET CORP$42,5320.15%137,766CommonSOLE
438516106HONHONEYWELL INTL INC$41,5050.15%197,174CommonSOLE
00287Y109ABBVABBVIE INC$41,1860.15%177,879CommonSOLE
23804L103DDOGDATADOG INC$40,5810.15%284,979CommonSOLE
482480100KLACKLA CORP$39,8750.14%36,969CommonSOLE
609207105MDLZMONDELEZ INTL INC$39,6560.14%634,794CommonSOLE
855244109SBUXSTARBUCKS CORP$38,9110.14%459,937CommonSOLE
49446R109KIMKIMCO RLTY CORP$38,8540.14%1,778,214CommonSOLE
74460D109PSAPUBLIC STORAGE$38,6070.14%133,659CommonSOLE
98419M100XYLXYLEM INC$38,1610.14%258,721CommonSOLE
670837103OGEOGE ENERGY CORP$38,1480.14%824,470CommonSOLE
422806109HEIHEICO CORP NEW$37,5880.14%116,437CommonSOLE
291011104EMREMERSON ELEC CO$37,4410.14%285,416CommonSOLE
95040Q104WELLWELLTOWER INC$37,0080.13%207,744CommonSOLE
252131107DXCMDEXCOM INC$36,8840.13%548,132CommonSOLE
37637K108GTLBGITLAB INC$36,2000.13%803,013CommonSOLE
548661107LOWLOWES COS INC$36,0140.13%143,304CommonSOLE
G17977110BURBURFORD CAP LTD$35,4470.13%2,963,789CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$35,4440.13%221,679CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$32,6370.12%3,582,540CommonSOLE
45104G104IBNICICI BANK LIMITED$32,4090.12%1,072,073CommonSOLE
464288372IGFISHARES TR$30,3270.11%496,192CommonSOLE
464288513HYGISHARES TR$30,1350.11%371,170CommonSOLE
747525103QCOMQUALCOMM INC$29,8290.11%179,301CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$29,0910.11%237,636CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$29,0410.11%363,281CommonSOLE
031100100AMEAMETEK INC$28,9420.11%153,947CommonSOLE
09260D107BXBLACKSTONE INC$28,7690.10%168,390CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$28,0060.10%406,118CommonSOLE
038222105AMATAPPLIED MATLS INC$27,9600.10%136,565CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$27,7440.10%464,723CommonSOLE
651639106NEMNEWMONT CORP$27,5240.10%326,463CommonSOLE
82846H405QXOQXO INC$27,1190.10%1,422,820CommonSOLE
11259V106BROOKFIELD BUSINESS CORP$27,0250.10%805,982CommonSOLE
92840M102VSTVISTRA CORP$26,8740.10%137,166CommonSOLE
458140100INTCINTEL CORP$26,8360.10%799,884CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$26,6790.10%94,554CommonSOLE
032095101APHAMPHENOL CORP NEW$26,2890.10%212,434CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$25,7660.09%284,991CommonSOLE
17275R102CSCOCISCO SYS INC$25,7450.09%376,279CommonSOLE
461202103INTUINTUIT$25,5070.09%37,351CommonSOLE
166764100CVXCHEVRON CORP NEW$25,2930.09%162,877CommonSOLE
15101Q207CLSCELESTICA INC$25,0550.09%101,691CommonSOLE
093712107BEBLOOM ENERGY CORP$24,9180.09%294,638CommonSOLE
73278L105POOLPOOL CORP$24,4690.09%78,914CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$24,2620.09%426,095CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$23,8810.09%69,131CommonSOLE
00724F101ADBEADOBE INC$23,3080.08%66,075CommonSOLE
46266C105IQVIQVIA HLDGS INC$23,0890.08%121,562CommonSOLE
871607107SNPSSYNOPSYS INC$22,2940.08%45,185CommonSOLE
46432F842IEFAISHARES TR$21,8350.08%250,086CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$21,6430.08%557,812CommonSOLE
60937P106MDBMONGODB INC$21,5170.08%69,326CommonSOLE
743315103PGRPROGRESSIVE CORP$21,1940.08%85,823CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$21,1400.08%419,859CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$20,9350.08%1,653,635CommonSOLE
21874C102CNMCORE & MAIN INC$20,7580.08%385,620CommonSOLE
40415F101HDBHDFC BANK LTD$20,7270.08%606,752CommonSOLE
478160104JNJJOHNSON & JOHNSON$20,2060.07%108,975CommonSOLE
79589L106IOTSAMSARA INC$20,1740.07%541,575CommonSOLE
464287242LQDISHARES TR$20,1350.07%180,632CommonSOLE
025816109AXPAMERICAN EXPRESS CO$20,0580.07%60,388CommonSOLE
464286392URTHISHARES INC$19,9950.07%110,129CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$19,7220.07%236,640CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$19,3400.07%152,283CommonSOLE
872590104TMUST-MOBILE US INC$18,5830.07%77,630CommonSOLE
046353108AZNNASTRAZENECA PLC$18,3290.07%238,909CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$17,8270.06%184,756CommonSOLE
20717M1038QRCONFLUENT INC$17,7290.06%895,406CommonSOLE
74762E102QUREQUANTA SVCS INC$17,0470.06%41,134CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17,0160.06%33,846CommonSOLE
032654105ADIANALOG DEVICES INC$16,9660.06%69,051CommonSOLE
866674104SUISUN CMNTYS INC$16,7150.06%129,570CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$16,7060.06%18,048CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$16,5870.06%86,246CommonSOLE
464287432TLTISHARES TR$16,2200.06%181,490CommonSOLE
G54950103LINLINDE PLC$15,9450.06%33,569CommonSOLE
18915M107NETCLOUDFLARE INC$15,8600.06%73,907CommonSOLE
88162G103TTEKTETRA TECH INC NEW$15,8380.06%474,489CommonSOLE
19247G107COHRCOHERENT CORP$14,0120.05%130,078CommonSOLE
002824100ABTABBOTT LABS$13,6250.05%101,724CommonSOLE
760759100RSGREPUBLIC SVCS INC$13,0060.05%56,675CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12,8910.05%79,475CommonSOLE
722304102PDDPDD HOLDINGS INC$12,5250.05%94,767CommonSOLE
375558103GILDGILEAD SCIENCES INC$12,3990.05%111,704CommonSOLE
G29183103ETNEATON CORP PLC$12,1260.04%32,401CommonSOLE
G6683N103NUNU HLDGS LTD ORD$12,0820.04%754,642CommonSOLE
713448108PEPPEPSICO INC$12,0030.04%85,464CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$11,9420.04%47,481CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$11,7760.04%75,387CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$11,7130.04%206,510CommonSOLE
444859102HUMHUMANA INC$11,3240.04%43,525CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$11,0610.04%233,463CommonSOLE
126402106CSWCSW INDUSTRIALS INC$10,8530.04%44,707CommonSOLE
911363109URIUNITED RENTALS INC$10,8100.04%11,323CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$10,7540.04%20,916CommonSOLE
428050108HSAIHESAI GROUP$10,5850.04%376,688CommonSOLE
617700109MORNMORNINGSTAR INC$10,5630.04%45,528CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$10,3090.04%58,639CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10,3000.04%122,888CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$10,2570.04%428,271CommonSOLE
64110W102NTESNETEASE COM INC$10,0840.04%66,345CommonSOLE
192108504CDECOEUR MNG INC$10,0650.04%536,528CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$10,0640.04%197,412CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$10,0490.04%553,689CommonSOLE
780287108RGLDROYAL GOLD INC$10,0190.04%49,948CommonSOLE
88339J105TTDTHE TRADE DESK INC$9,9630.04%203,278CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$9,7410.04%138,502CommonSOLE
38059T106GFIGOLD FIELDS LTD$9,6070.03%228,948CommonSOLE
580135101MCDMCDONALDS CORP$9,5860.03%31,543CommonSOLE
H5919C104ONONON HLDG AG$9,5390.03%225,245CommonSOLE
94106L109WMWASTE MGMT INC DEL$9,3210.03%42,210CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9,3200.03%69,930CommonSOLE
88160R101TSLATESLA INC$9,3080.03%20,929CommonSOLE
732908108PONYPONY AI INC$9,0730.03%403,426CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$9,0320.03%63,114CommonSOLE
30212P303EXPEEXPEDIA INC GROUP INC$9,0250.03%42,223CommonSOLE
421298100HAYWHAYWARD HLDGS INC$8,9920.03%594,677CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$8,8840.03%118,142CommonSOLE
101121101BXPBXP INC$8,7430.03%117,612CommonSOLE
632307104NTRANATERA INC$8,7160.03%54,146CommonSOLE
26875P101EOGEOG RES INC$8,7160.03%77,739CommonSOLE
184496107CLHCLEAN HARBORS INC$8,6700.03%37,337CommonSOLE
819047101SHAKSHAKE SHACK INC$8,5240.03%91,061CommonSOLE
46434G103IEMGISHARES INC$7,8590.03%119,227CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7,8100.03%46,353CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7,7790.03%15,582CommonSOLE
126408103CSXCSX CORP$7,6880.03%216,497CommonSOLE
98422D105XPEVXPENG INC$7,6550.03%326,842CommonSOLE
199908104FIXCOMFORT SYS USA INC$7,6320.03%9,249CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$7,5940.03%106,878CommonSOLE
05465C100AXAXOS FINANCIAL INC$7,5900.03%89,667CommonSOLE
336433107FSLRFIRST SOLAR INC$7,5210.03%34,103CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$7,4820.03%158,356CommonSOLE
58155Q103MCKMCKESSON CORP$7,3250.03%9,482CommonSOLE
534187109LNCLINCOLN NATL CORP IND$7,3080.03%181,202CommonSOLE
37959E102GLGLOBE LIFE INC$7,2450.03%50,674CommonSOLE
055622104BPBP PLC$7,1030.03%206,114CommonSOLE
780259305SHELSHELL PLC$7,0050.03%97,930CommonSOLE
26874R108EENI S P A$6,9650.03%199,296CommonSOLE
717081103PFEPFIZER INC$6,9360.03%272,197CommonSOLE
29446M102EQNREQUINOR ASA$6,9330.03%284,384CommonSOLE
89151E109TTENTOTALENERGIES SE$6,8120.02%114,115CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$6,7430.02%369,695CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$6,7170.02%560,712CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$6,6470.02%7,119CommonSOLE
40412C101HCAHCA HOLDINGS INC$6,6460.02%15,594CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$6,6320.02%70,857CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6,6030.02%38,195CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$6,5940.02%96,270CommonSOLE
052800109ALVAUTOLIV INC$6,5910.02%53,370CommonSOLE
126650100CVSCVS HEALTH CORP$6,5290.02%86,603CommonSOLE
369550108GDGENERAL DYNAMICS CORP$6,4800.02%19,004CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$6,4800.02%69,044CommonSOLE
498894104KNFKNIFE RIVER CORP$6,4680.02%84,148CommonSOLE
001055102AFLAFLAC INC$6,4250.02%57,521CommonSOLE
570535104MKLMARKEL GROUP CORP$6,3510.02%3,323CommonSOLE
031162100AMGNAMGEN INC$6,3350.02%22,449CommonSOLE
91529Y106UNMUNUM GROUP$6,2490.02%80,336CommonSOLE
228368106CCKCROWN HLDGS INC$6,1720.02%63,897CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$6,1370.02%74,022CommonSOLE
133131102CPTCAMDEN PPTY TR$6,0670.02%56,818CommonSOLE
216648501COOCOOPER COS INC$6,0650.02%88,457CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$6,0220.02%160,000CommonSOLE
056752108BIDUBAIDU INC$5,9700.02%45,306CommonSOLE
59156R108METMETLIFE INC$5,9030.02%71,670CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$5,8450.02%42,000CommonSOLE
46187W107INVHINVITATION HOMES INC$5,8130.02%198,187CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5,7860.02%29,954CommonSOLE
G5960L103MDTMEDTRONIC PLC$5,7570.02%60,445CommonSOLE
907818108UNPUNION PAC CORP$5,7560.02%24,352CommonSOLE
464288588MBBISHARES TR$5,6570.02%59,457CommonSOLE
64361Q101VNOMVIPER ENERGY INC$5,5170.02%144,357CommonSOLE
617446448MSMORGAN STANLEY$5,5030.02%34,617CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5,4320.02%120,449CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,4010.02%52,065CommonSOLE
G5784H106MANUMANCHESTER UTD PLC NEW$5,4010.02%356,728CommonSOLE
036752103ELVELEVANCE HEALTH INC$5,2540.02%16,259CommonSOLE
049468101TEAMATLASSIAN CORPORATION$4,9300.02%30,870CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$4,8650.02%94,515CommonSOLE
125523100CITHE CIGNA GROUP$4,8430.02%16,802CommonSOLE
056525108BMIBADGER METER INC$4,7270.02%26,468CommonSOLE
443201108HWMHOWMET AEROSPACE INC$4,7160.02%24,031CommonSOLE
758849103REGREGENCY CTRS CORP$4,6180.02%63,342CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$4,4870.02%21,108CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$4,4310.02%49,458CommonSOLE
147528103CASYCASEYS GEN STORES INC$4,3830.02%7,753CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4,3610.02%14,860CommonSOLE
207410101CNMDCONMED CORP$4,3250.02%91,970CommonSOLE
369604301GEGE AEROSPACE$4,3140.02%14,341CommonSOLE
83304AAK2SNAP 0.5 05/01/30SNAP INC$4,3100.02%5,000,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,3050.02%10,991CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$4,2890.02%45,038CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$4,2860.02%81,038CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$4,2430.02%18,461CommonSOLE
116794108BRKRBRUKER CORP$4,2310.02%130,233CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4,2020.02%36,672CommonSOLE
464285204IAUISHARES GOLD TR$4,1930.02%57,617CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$4,1820.02%43,806CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$4,1640.02%94,735CommonSOLE
78463V107GLDSPDR GOLD TR$3,9610.01%11,142CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3,9410.01%9,340CommonSOLE
98149E303GLDMWORLD GOLD TR$3,6340.01%47,534CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$3,5210.01%82,720CommonSOLE
04626A103ALABASTERA LABS INC$3,4820.01%17,782CommonSOLE
N00985106AERAERCAP HOLDINGS NV$3,4720.01%28,694CommonSOLE
46428Q109SLVISHARES SILVER TR$3,4320.01%81,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3,4250.01%4,518CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3,3420.01%26,880CommonSOLE
88579Y101MMM3M CO$3,3380.01%21,509CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$3,2950.01%22,631CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$3,2940.01%7,224CommonSOLE
46655E100DCDAKOTA GOLD CORP$3,2220.01%708,172CommonSOLE
683344105ONTOONTO INNOVATION INC COM$3,2030.01%24,790CommonSOLE
053332102AZOAUTOZONE INC$3,1830.01%742CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$3,1370.01%47,945CommonSOLE
72407810062CPIPER SANDLER COMPANIES$3,1080.01%8,957CommonSOLE
871829107SYYSYSCO CORP$3,0170.01%36,638CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2,9890.01%11,461CommonSOLE
244199105DEDEERE & CO$2,9690.01%6,493CommonSOLE
78462F953SPYSPDR S&P 500 ETF TR$2,9140.01%9,547PUTSOLE
85423L103SAROSTANDARDAERO INC$2,8770.01%105,425CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$2,8410.01%35,561CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2,7740.01%16,290CommonSOLE
N90064101QUREUNIQURE NV$2,7690.01%47,436CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2,7310.01%13,551CommonSOLE
013872106AAALCOA CORP$2,7200.01%82,692CommonSOLE
61945C103MOSMOSAIC CO NEW$2,7090.01%78,105CommonSOLE
78709Y105SAIASAIA INC$2,6150.01%8,736CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2,5830.01%4,594CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2,5500.01%8,489CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2,5260.01%30,046CommonSOLE
589889104MMSIMERIT MED SYS INC$2,5240.01%30,325CommonSOLE
456941103INRINFINITY NAT RES INC$2,5120.01%191,647CommonSOLE
98139A105WKWORKIVA INC$2,4370.01%28,314CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2,4280.01%37,510CommonSOLE
87612E106TGTTARGET CORP$2,4100.01%26,867CommonSOLE
30161N101EXCEXELON CORP$2,3250.01%51,649CommonSOLE
G02602103DOXAMDOCS LTD$2,2960.01%27,981CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2,2540.01%8,266CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$2,2460.01%96,565CommonSOLE
231021106CMICUMMINS INC$2,2110.01%5,234CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$2,1990.01%203,646CommonSOLE
31428X106FDXFEDEX CORP$2,1810.01%9,247CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$2,1690.01%29,747CommonSOLE
464288273SCZISHARES TR$2,1420.01%27,921CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2,1360.01%67,995CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2,1130.01%59,881CommonSOLE
65473P105NINISOURCE INC$2,0980.01%48,451CommonSOLE
704326107PAYXPAYCHEX INC$2,0950.01%16,527CommonSOLE
842587107SOSOUTHERN CO$2,0910.01%22,061CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$2,0510.01%50,343CommonSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$2,0190.01%2,065,000CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1,9620.01%24,984CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,9580.01%76,754CommonSOLE
91332UAB7U 0 11/15/26UNITY SOFTWARE INC$1,9100.01%2,000,000CommonSOLE
46090E953QQQINVESCO QQQ TR$1,8950.01%6,980PUTSOLE
311900104FASTFASTENAL CO$1,8790.01%38,306CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$1,8570.01%19,694CommonSOLE
75513E101RTXRTX CORPORATION$1,8240.01%10,900CommonSOLE
46429B598INDAISHARES TR$1,8220.01%35,000CommonSOLE
629377508NRGNRG ENERGY INC$1,8130.01%11,196CommonSOLE
46655E118DCDAKOTA GOLD CORP$1,7820.01%721,511CommonSOLE
78464A698KRESPDR SER TR$1,7450.01%27,572CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1,6870.01%3,440CommonSOLE
23331A109DHID R HORTON INC$1,6820.01%9,927CommonSOLE
88642R109TDWTIDEWATER INC$1,6610.01%31,146CommonSOLE
902681105UGIUGI CORP NEW$1,6420.01%49,381CommonSOLE
127097103CTRACOTTERA ENERGY INC$1,5970.01%67,531CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1,5960.01%3,302CommonSOLE
163851108CCCHEMOURS CO$1,5600.01%98,500CommonSOLE
254687106DISDISNEY WALT CO$1,5570.01%13,594CommonSOLE
464286400EWZISHARES INC$1,5500.01%50,000CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1,5380.01%19,741CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$1,5280.01%11,455CommonSOLE
988498101YUMYUM BRANDS INC$1,5080.01%9,924CommonSOLE
278642103EBAYEBAY INC.$1,5020.01%16,513CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1,4890.01%59,162CommonSOLE
81369Y953SELECT SECTOR SPDR TR PUT$1,4410.01%10,790PUTSOLE
26441C204DUKDUKE ENERGY CORP NEW$1,4250.01%11,516CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,3930.01%17,141CommonSOLE
278865100ECLECOLAB INC$1,3700.00%5,002CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1,3380.00%3,827CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1,3250.00%24,930CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1,3150.00%5,854CommonSOLE
670346105NUENUCOR CORP$1,3130.00%9,692CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$1,2790.00%32,600CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1,2520.00%16,098CommonSOLE
876030107TPRTAPESTRY INC$1,2500.00%11,038CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1,2390.00%3,578CommonSOLE
149123101CATCATERPILLAR INC DEL$1,2330.00%2,584CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD$1,2320.00%58,850CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1,2100.00%4,645CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1,2090.00%6,350CommonSOLE
693718108PCARPACCAR INC$1,2090.00%12,299CommonSOLE
941848103WATWATERS CORP$1,2020.00%4,009CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,2000.00%11,130CommonSOLE
219350105GLWCORNING INC$1,1910.00%14,515CommonSOLE
631103108NDAQNASDAQ INC$1,1860.00%13,404CommonSOLE
03073E105CORCENCORA INC$1,1850.00%3,791CommonSOLE
770700102HOODROBINHOOD MKTS INC$1,1820.00%8,253CommonSOLE
98138H101WDAYWORKDAY INC$1,1750.00%4,882CommonSOLE
172908105CTASCINTAS CORP$1,1590.00%5,646CommonSOLE
500754106KHCKRAFT HEINZ CO$1,1280.00%43,304CommonSOLE
47103U845JAAAJANUS DETROIT STR TR HENDRSON AAA$1,1260.00%22,165CommonSOLE
91879Q109MTNVAIL RESORTS INC$1,1160.00%7,463CommonSOLE
22052L104CTVACORTEVA INC$1,1060.00%16,359CommonSOLE
761152107RMDRESMED INC$1,1000.00%4,018CommonSOLE
38071H106GROYGOLD ROYALTY CORP$1,0990.00%284,775CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1,0910.00%2,221CommonSOLE
285512109EAELECTRONIC ARTS INC$1,0900.00%5,403CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1,0760.00%11,769CommonSOLE
464287630IWNISHARES TR$1,0730.00%6,067CommonSOLE
778296103ROSTROSS STORES INC$1,0570.00%6,936CommonSOLE
52476L109LGNLEGENCE CORP$1,0520.00%34,130CommonSOLE
075887109BDXBECTON DICKINSON & CO$1,0420.00%5,569CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$1,0410.00%38,523CommonSOLE
025537101AEPAMERICAN ELEC PWR INC$1,0200.00%9,063CommonSOLE
25746U109DDOMINION ENERGY INC$1,0090.00%16,499CommonSOLE
98389B100XELXCEL ENERGY INC$9910.00%12,289CommonSOLE
92189F956VANECK ETF TRUST$9890.00%9,825PUTSOLE
237266101DARDARLING INTL INC$9860.00%31,938CommonSOLE
373737105GGBGERDAU SA$9840.00%317,443CommonSOLE
370334104GISGENERAL MLS INC$9690.00%19,219CommonSOLE
48123VAE2ZD 1.75 11/01/26ZIFF DAVIS INC$9600.00%991,000CommonSOLE
086516101BBYBEST BUY INC$9570.00%12,650CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL FNF GROUP$9410.00%15,558CommonSOLE
460146103IPINTERNATIONAL PAPER CO$9400.00%20,257CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$9380.00%7,306CommonSOLE
247361702DALDELTA AIR LINES INC DEL$9360.00%16,497CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$9340.00%16,416CommonSOLE
626717102MURMURPHY OIL CORP$9110.00%32,065CommonSOLE
209115104EDCONSOLIDATED EDISON INC$9100.00%9,051CommonSOLE
55354G100MSCIMSCI INC$9040.00%1,594CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$8990.00%976CommonSOLE
69331C108PCGPG&E CORP$8990.00%59,645CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$8920.00%10,688CommonSOLE
749685103RPMRPM INTL INC$8780.00%7,452CommonSOLE
751212101RLRALPH LAUREN CORP$8580.00%2,734CommonSOLE
233331107DTEDTE ENERGY CO$8570.00%6,057CommonSOLE
464287648IWOISHARES TR$8530.00%2,665CommonSOLE
902494103TSNTYSON FOODS INC$8450.00%15,567CommonSOLE
64110D104NTAPNETAPP INC$8400.00%7,090CommonSOLE
695156109PKGPACKAGING CORP AMER$8270.00%3,793CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8230.00%3,456CommonSOLE
681919106OMCOMNICOM GROUP INC$8230.00%10,100CommonSOLE
02209S103MOALTRIA GROUP INC$8150.00%12,340CommonSOLE
349915AE8FVICN 3.75 06/30/29FORTUNA MNG CORP$8000.00%500,000CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$7950.00%5,711CommonSOLE
097023105BABOEING CO$7900.00%3,658CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$7880.00%5,953CommonSOLE
46435G425ESGUISHARES TR$7790.00%5,350CommonSOLE
071705107BLCOBAUSCH PLUS LOMB CORP$7550.00%50,067CommonSOLE
775711104ROLROLLINS INC$7470.00%12,712CommonSOLE
668771108GENGEN DIGITAL INC$7380.00%25,998CommonSOLE
718546104PSXPHILLIPS 66$7300.00%5,368CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7120.00%10,615CommonSOLE
384802104GWWGRAINGER W W INC$7050.00%740CommonSOLE
29250N105ENBENBRIDGE INC$6990.00%13,858CommonSOLE
171340102CHDCHURCH & DWIGHT INC$6940.00%7,925CommonSOLE
969904101WSMWILLIAMS SONOMA INC$6830.00%3,496CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$6820.00%8,861CommonSOLE
09062X103BIIBBIOGEN IDEC INC$6560.00%4,682CommonSOLE
56585A102MPCMARATHON PETE CORP$6430.00%3,336CommonSOLE
12514G108CDWCDW CORP$6410.00%4,024CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6390.00%4,581CommonSOLE
G9460G101VALVALARIS LTD$6340.00%13,000CommonSOLE
929160109VMCVULCAN MATLS CO$6340.00%2,062CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6290.00%8,370CommonSOLE
071813109BAXBAXTER INTL INC$6270.00%27,537CommonSOLE
46436E601LDEMISHARES TR$6210.00%10,540CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$6200.00%39,500CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$6160.00%24,835CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$5970.00%2,688CommonSOLE
G1466R173BORRBORR DRILLING LTD$5920.00%220,000CommonSOLE
513272104LWLAMB WESTON HLDGS INC$5860.00%10,095CommonSOLE
902973304USBUS BANCORP DEL$5820.00%12,041CommonSOLE
464287390ILFISHARES TR$5780.00%20,000CommonSOLE
594972408MSTRSTRATEGY INC$5750.00%1,786CommonSOLE
96758W101WOWWIDEOPENWEST INC$5740.00%111,242CommonSOLE
260003108DOVDOVER CORP$5730.00%3,436CommonSOLE
45168D104IDXXIDEXX LABS INC$5720.00%895CommonSOLE
443510607HUBBHUBBELL INC$5710.00%1,327CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5700.00%935CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TR$5700.00%50,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.