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NEOS Investment Management LLC

Q3 2023 · 13F-HR

NEOS Investment Management LLCholdings as filed

Filed 2023-11-14 · accession 0001172661-23-004055

$782.7M
Reported value
357
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$68.9M8.80%402,412CommonSOLE
594918104MSFTMICROSOFT CORP$62.0M7.92%196,439CommonSOLE
023135106AMZNAMAZON COM INC$32.1M4.10%252,677CommonSOLE
67066G104NVDANVIDIA CORPORATION$27.8M3.55%63,962CommonSOLE
30303M102METAMETA PLATFORMS INC$21.4M2.73%71,305CommonSOLE
02079K305GOOGLALPHABET INC$20.1M2.57%153,774CommonSOLE
88160R101TSLATESLA INC$19.4M2.48%77,573CommonSOLE
02079K107GOOGALPHABET INC$19.1M2.43%144,513CommonSOLE
11135F101AVGOBROADCOM INC$15.0M1.92%18,102CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$12.1M1.55%169,500CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.2M1.42%19,737CommonSOLE
713448108PEPPEPSICO INC$10.4M1.33%61,544CommonSOLE
00724F101ADBEADOBE INC$10.3M1.32%20,246CommonSOLE
17275R102CSCOCISCO SYS INC$9.9M1.27%185,072CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8.2M1.04%184,294CommonSOLE
031162100AMGNAMGEN INC$7.6M0.97%28,253CommonSOLE
64110L106NFLXNETFLIX INC$7.5M0.95%19,775CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.3M0.93%71,109CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.9M0.88%13,726CommonSOLE
458140100INTCINTEL CORP$6.9M0.88%193,205CommonSOLE
461202103INTUINTUIT$6.7M0.85%13,016CommonSOLE
872590104TMUST-MOBILE US INC$6.6M0.85%47,235CommonSOLE
882508104TXNTEXAS INSTRS INC$6.5M0.83%40,887CommonSOLE
438516106HONHONEYWELL INTL INC$6.3M0.81%34,263CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.1M0.78%17,380CommonSOLE
747525103QCOMQUALCOMM INC$5.7M0.73%51,546CommonSOLE
038222105AMATAPPLIED MATLS INC$5.2M0.67%37,796CommonSOLE
92826C839VVISA INC$5.0M0.64%21,761CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.8M0.62%33,258CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.7M0.61%40,369CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.7M0.60%30,222CommonSOLE
855244109SBUXSTARBUCKS CORP$4.7M0.60%51,362CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$4.6M0.59%15,775CommonSOLE
437076102HDHOME DEPOT INC$4.6M0.58%15,062CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.5M0.57%18,683CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.3M0.55%57,389CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.2M0.54%60,997CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.2M0.53%28,459CommonSOLE
532457108LLYELI LILLY & CO$4.1M0.52%7,648CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.1M0.52%1,315CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$4.0M0.51%6,327CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4.0M0.51%4,805CommonSOLE
032654105ADIANALOG DEVICES INC$3.9M0.50%22,474CommonSOLE
166764100CVXCHEVRON CORP NEW$3.9M0.50%23,270CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.9M0.49%11,117CommonSOLE
58933Y105MRKMERCK & CO INC$3.5M0.45%33,960CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.4M0.43%49,522CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.3M0.42%8,255CommonSOLE
580135101MCDMCDONALDS CORP$3.2M0.41%12,080CommonSOLE
931142103WMTWALMART INC$3.1M0.40%19,504CommonSOLE
871607107SNPSSYNOPSYS INC$3.1M0.40%6,737CommonSOLE
79466L302CRMSALESFORCE INC$3.0M0.39%15,031CommonSOLE
149123101CATCATERPILLAR INC$3.0M0.39%11,085CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$3.0M0.39%12,883CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.9M0.38%50,292CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.9M0.37%14,848CommonSOLE
482480100KLACKLA CORP$2.9M0.36%6,216CommonSOLE
126408103CSXCSX CORP$2.8M0.36%91,549CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2.7M0.35%11,655CommonSOLE
00287Y109ABBVABBVIE INC$2.7M0.34%17,884CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2.6M0.33%5,948CommonSOLE
191216100KOCOCA COLA CO$2.5M0.33%45,503CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.5M0.32%7,646CommonSOLE
G54950103LINLINDE PLC$2.4M0.31%6,435CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.3M0.29%43,471CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.2M0.29%11,198CommonSOLE
58733R102MELIMERCADOLIBRE INC$2.2M0.28%1,736CommonSOLE
097023105BABOEING CO$2.2M0.28%11,253CommonSOLE
722304102PDDPDD HOLDINGS INC$2.1M0.26%21,012CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.26%6,702CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$2.1M0.26%29,529CommonSOLE
464287226AGGISHARES TR$2.0M0.26%21,852CommonSOLE
172908105CTASCINTAS CORP$2.0M0.26%4,258CommonSOLE
060505104BACBANK AMERICA CORP$2.0M0.26%73,596CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M0.26%14,305CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.26%3,960CommonSOLE
254687106DISDISNEY WALT CO$2.0M0.26%24,681CommonSOLE
217204106CPRTCOPART INC$2.0M0.25%46,300CommonSOLE
052769106ADSKAUTODESK INC$2.0M0.25%9,607CommonSOLE
34959E109FTNTFORTINET INC$2.0M0.25%33,711CommonSOLE
693718108PCARPACCAR INC$2.0M0.25%23,221CommonSOLE
717081103PFEPFIZER INC$2.0M0.25%59,353CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1.9M0.25%2,145CommonSOLE
009066101ABNBAIRBNB INC$1.9M0.25%14,202CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.9M0.25%24,722CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.9M0.24%4,542CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.8M0.23%57,214CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.8M0.23%19,337CommonSOLE
N07059210ASMLASML HOLDING N V$1.8M0.23%3,034CommonSOLE
704326107PAYXPAYCHEX INC$1.8M0.23%15,404CommonSOLE
002824100ABTABBOTT LABS$1.7M0.22%17,895CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.7M0.22%22,928CommonSOLE
654106103NKENIKE INC$1.7M0.22%18,003CommonSOLE
500754106KHCKRAFT HEINZ CO$1.7M0.22%50,428CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.22%11,310CommonSOLE
45168D104IDXXIDEXX LABS INC$1.7M0.22%3,855CommonSOLE
778296103ROSTROSS STORES INC$1.7M0.21%14,791CommonSOLE
311900104FASTFASTENAL CO$1.7M0.21%30,573CommonSOLE
09062X103BIIBBIOGEN INC$1.7M0.21%6,484CommonSOLE
60770K107MRNAMODERNA INC$1.7M0.21%16,112CommonSOLE
235851102DHRDANAHER CORPORATION$1.7M0.21%6,706CommonSOLE
30161N101EXCEXELON CORP$1.7M0.21%43,934CommonSOLE
68389X105ORCLORACLE CORP$1.7M0.21%15,652CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.21%40,164CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.6M0.21%4,220CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.6M0.20%29,596CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.6M0.20%49,207CommonSOLE
252131107DXCMDEXCOM INC$1.6M0.20%17,079CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.6M0.20%44,566CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.5M0.20%14,161CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.5M0.20%22,681CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$1.5M0.20%6,494CommonSOLE
98138H101WDAYWORKDAY INC$1.5M0.19%7,097CommonSOLE
20825C104COPCONOCOPHILLIPS$1.5M0.19%12,700CommonSOLE
907818108UNPUNION PAC CORP$1.5M0.19%7,319CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.19%25,412CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.5M0.19%15,687CommonSOLE
78409V104SPGIS&P GLOBAL INC$1.4M0.18%3,842CommonSOLE
285512109EAELECTRONIC ARTS INC$1.4M0.18%11,645CommonSOLE
98389B100XELXCEL ENERGY INC$1.4M0.18%24,170CommonSOLE
046353108AZNNASTRAZENECA PLC$1.4M0.18%20,373CommonSOLE
81181C104SEAGEN INC$1.4M0.18%6,460CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.4M0.17%17,811CommonSOLE
G29183103ETNEATON CORP PLC$1.4M0.17%6,383CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.3M0.17%19,380CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.16%7,713CommonSOLE
548661107LOWLOWES COS INC$1.2M0.16%5,977CommonSOLE
369604301GEGENERAL ELECTRIC CO$1.2M0.16%11,175CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.2M0.15%111,133CommonSOLE
00206R102TAT&T INC$1.2M0.15%79,983CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.2M0.15%7,755CommonSOLE
88339J105TTDTHE TRADE DESK INC$1.2M0.15%15,295CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.2M0.15%20,819CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.2M0.15%7,447CommonSOLE
617446448MSMORGAN STANLEY$1.2M0.15%14,152CommonSOLE
452327109ILMNILLUMINA INC$1.2M0.15%8,417CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$1.1M0.14%6,876CommonSOLE
03662Q105AKXANSYS INC$1.1M0.14%3,747CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$1.1M0.14%18,855CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.14%9,684CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.14%14,922CommonSOLE
872540109TJXTJX COS INC NEW$1.1M0.14%11,916CommonSOLE
049468101TEAMATLASSIAN CORPORATION$1.1M0.13%5,234CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.1M0.13%13,425CommonSOLE
256746108DLTRDOLLAR TREE INC$1.0M0.13%9,828CommonSOLE
278642103EBAYEBAY INC.$1.0M0.13%23,636CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.0M0.13%3,392CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$991,6540.13%5,211CommonSOLE
126650100CVSCVS HEALTH CORP$986,9060.13%14,135CommonSOLE
036752103ELVELEVANCE HEALTH INC$978,3890.12%2,247CommonSOLE
09247X101BLKCHFBLACKROCK INC$965,2100.12%1,493CommonSOLE
929160109VMCVULCAN MATLS CO$950,1000.12%4,703CommonSOLE
12572Q105CMECME GROUP INC$937,0300.12%4,680CommonSOLE
23804L103DDOGDATADOG INC$929,3910.12%10,203CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$928,7650.12%41,761CommonSOLE
88579Y101MMM3M CO$924,0290.12%9,870CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$917,7060.12%2,244CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$900,5140.12%8,185CommonSOLE
291011104EMREMERSON ELEC CO$885,1600.11%9,166CommonSOLE
244199105DEDEERE & CO$858,1630.11%2,274CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$856,0010.11%15,592CommonSOLE
125523100CITHE CIGNA GROUP$855,0640.11%2,989CommonSOLE
81762P102NOWSERVICENOW INC$851,8560.11%1,524CommonSOLE
743315103PGRPROGRESSIVE CORP$831,7610.11%5,971CommonSOLE
806857108SLBSCHLUMBERGER LTD$829,9590.11%14,236CommonSOLE
172967424CCITIGROUP INC$827,4530.11%20,118CommonSOLE
863667101SYKSTRYKER CORPORATION$825,8220.11%3,022CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$786,1390.10%14,889CommonSOLE
H1467J104CBCHUBB LIMITED$782,5480.10%3,759CommonSOLE
98978V103ZTSZOETIS INC$780,8220.10%4,488CommonSOLE
98980G102ZSZSCALER INC$778,8840.10%5,006CommonSOLE
615369105MCOMOODYS CORP$776,5140.10%2,456CommonSOLE
075887109BDXBECTON DICKINSON & CO$769,3860.10%2,976CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$768,4650.10%3,013CommonSOLE
26875P101EOGEOG RES INC$757,8980.10%5,979CommonSOLE
337738108FISVFISERV INC$755,5890.10%6,689CommonSOLE
02209S103MOALTRIA GROUP INC$753,9150.10%17,929CommonSOLE
29355A107ENPHENPHASE ENERGY INC$747,5740.10%6,222CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$736,9000.09%4,481CommonSOLE
G0403H108AONAON PLC$723,0110.09%2,230CommonSOLE
842587107SOSOUTHERN CO$722,2100.09%11,159CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$685,6330.09%2,977CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$684,3700.09%4,557CommonSOLE
56585A102MPCMARATHON PETE CORP$678,1540.09%4,481CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$673,2240.09%2,355CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$658,9500.08%7,466CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$657,2040.08%1,493CommonSOLE
58155Q103MCKMCKESSON CORP$646,6220.08%1,487CommonSOLE
009158106APDAIR PRODS & CHEMS INC$635,3830.08%2,242CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$630,3180.08%6,732CommonSOLE
260557103DOWDOW INC$623,1030.08%12,085CommonSOLE
701094104PHPARKER-HANNIFIN CORP$615,8310.08%1,581CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$604,2820.08%8,640CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$601,4630.08%133,067CommonSOLE
31428X106FDXFEDEX CORP$591,8320.08%2,234CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$583,9550.07%8,212CommonSOLE
345370860FFORD MTR CO DEL$580,1130.07%46,708CommonSOLE
94106L109WMWASTE MGMT INC DEL$568,4490.07%3,729CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$556,2930.07%14,918CommonSOLE
29444U700EQIXEQUINIX INC$551,9570.07%760CommonSOLE
40412C101HCAHCA HEALTHCARE INC$549,0270.07%2,232CommonSOLE
718546104PSXPHILLIPS 66$539,4740.07%4,490CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$534,3320.07%3,456CommonSHARED
45687V106IRINGERSOLL RAND INC$530,7880.07%8,330CommonSOLE
91913Y100VLOVALERO ENERGY CORP$530,2790.07%3,742CommonSOLE
723787107PXDEURPIONEER NAT RES CO$517,1760.07%2,253CommonSOLE
37045V100GMGENERAL MTRS CO$515,4860.07%15,635CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$509,1950.07%2,234CommonSOLE
55354G100MSCIMSCI INC$507,9490.06%990CommonSOLE
032095101APHAMPHENOL CORP NEW$501,2520.06%5,968CommonSOLE
G25508105CRHCRH PLC$498,4810.06%9,108CommonSHARED
87612E106TGTTARGET CORP$495,6860.06%4,483CommonSOLE
369550108GDGENERAL DYNAMICS CORP$495,4150.06%2,242CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$493,2120.06%8,935CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$483,8750.06%7,458CommonSOLE
902973304USBUS BANCORP DEL$470,2130.06%14,223CommonSOLE
670346105NUENUCOR CORP$464,8280.06%2,973CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$461,0010.06%3,755CommonSOLE
001055102AFLAFLAC INC$457,3530.06%5,959CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$455,7350.06%2,246CommonSOLE
47215P106JDJD.COM INC$455,2440.06%15,628CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$453,2880.06%7,480CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$441,9110.06%2,244CommonSOLE
549498103CCIVGBPLUCID GROUP INC$437,2890.06%78,227CommonSOLE
969457100WMBWILLIAMS COS INC$426,9530.05%12,673CommonSOLE
59156R108METMETLIFE INC$423,4470.05%6,731CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$413,5970.05%5,150CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$413,4630.05%5,968CommonSOLE
040413106ANETEURARISTA NETWORKS INC$412,1870.05%2,241CommonSOLE
22822V101CCICROWN CASTLE INC$411,4660.05%4,471CommonSOLE
15135B101CNCCENTENE CORP DEL$410,3870.05%5,958CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$409,1770.05%1,503CommonSOLE
816851109SRESEMPRA$406,8870.05%5,981CommonSOLE
89832Q109TFCTRUIST FINL CORP$405,2320.05%14,164CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$395,5780.05%5,245CommonSOLE
74460D109PSAPUBLIC STORAGE$394,7530.05%1,498CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$387,7940.05%5,199CommonSOLE
278865100ECLECOLAB INC$381,8270.05%2,254CommonSOLE
370334104GISGENERAL MLS INC$381,7640.05%5,966CommonSOLE
22052L104CTVACORTEVA INC$381,6530.05%7,460CommonSOLE
444859102HUMHUMANA INC$378,9990.05%779CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$377,4980.05%1,502CommonSOLE
988498101YUMYUM BRANDS INC$371,6970.05%2,975CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$371,4430.05%767CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$370,3430.05%2,998CommonSOLE
95040Q104WELLWELLTOWER INC$367,9850.05%4,492CommonSOLE
25746U109DDOMINION ENERGY INC$366,6070.05%8,207CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$363,3550.05%3,744CommonSOLE
343412102FLRFLUOR CORP NEW$363,3300.05%9,900CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$362,9130.05%3,003CommonSOLE
253868103DLRDIGITAL RLTY TR INC$361,6080.05%2,988CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$358,7420.05%6,742CommonSOLE
744320102PRUPRUDENTIAL FINL INC$354,7940.05%3,739CommonSOLE
42809H107HESHESS CORP$347,7690.04%2,273CommonSOLE
871829107SYYSYSCO CORP$344,8470.04%5,221CommonSOLE
37940X102GPNGLOBAL PMTS INC$342,3620.04%2,967CommonSOLE
231021106CMICUMMINS INC$341,0910.04%1,493CommonSOLE
406216101HALHALLIBURTON CO$335,8260.04%8,292CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$334,2530.04%20,160CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$333,4460.04%2,988CommonSOLE
911363109URIUNITED RENTALS INC$332,5380.04%748CommonSOLE
031100100AMEAMETEK INC$331,5730.04%2,244CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$329,2990.04%5,958CommonSOLE
880779103TEXTEREX CORP NEW$325,6680.04%5,652CommonSHARED
184496107CLHCLEAN HARBORS INC$325,3480.04%1,944CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$325,0630.04%3,009CommonSOLE
518439104ELLAUDER ESTEE COS INC$324,3700.04%2,244CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$321,2600.04%6,735CommonSOLE
23331A109DHID R HORTON INC$321,2280.04%2,989CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$318,5100.04%7,468CommonSOLE
209115104EDCONSOLIDATED EDISON INC$318,0000.04%3,718CommonSOLE
760759100RSGREPUBLIC SVCS INC$317,7970.04%2,230CommonSOLE
42704L104HRIHERC HLDGS INC$312,5740.04%2,628CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$305,3970.04%744CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$304,7620.04%3,744CommonSHARED
313855108FSSFEDERAL SIGNAL CORP$303,1890.04%5,076CommonSHARED
651639106NEMNEWMONT CORP$301,9930.04%8,173CommonSOLE
501044101KRKROGER CO$300,2280.04%6,709CommonSOLE
12514G108CDWCDW CORP$300,0170.04%1,487CommonSOLE
756109104OREALTY INCOME CORP$299,1410.04%5,990CommonSOLE
427866108HSYHERSHEY CO$298,3190.04%1,491CommonSOLE
46266C105IQVIQVIA HLDGS INC$298,2730.04%1,516CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$297,6370.04%3,734CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$296,3870.04%5,208CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$295,5960.04%5,040CommonSHARED
95082P105WCCWESCO INTL INC$295,1190.04%2,052CommonSHARED
01741R102ATIATI INC$293,3170.04%7,128CommonSHARED
693506107PPGPPG INDS INC$291,6610.04%2,247CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$287,9550.04%1,584CommonSHARED
682680103OKEONEOK INC NEW$284,9280.04%4,492CommonSOLE
925652109VICIVICI PPTYS INC$282,9680.04%9,724CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$279,5320.04%745CommonSOLE
74762E102QUREQUANTA SVCS INC$278,7340.04%1,490CommonSOLE
34959J108FTVFORTIVE CORP$276,0970.04%3,723CommonSOLE
86614U1007SUSUMMIT MATLS INC$275,7760.04%8,856CommonSHARED
13646K108CPCANADIAN PACIFIC KANSAS CITY$275,0190.04%3,696CommonSHARED
03073E105CORCENCORA INC$269,9550.03%1,500CommonSOLE
136375102CNICANADIAN NATL RY CO$267,7920.03%2,472CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$264,3140.03%1,518CommonSOLE
69331C108PCGPG&E CORP$264,3060.03%16,386CommonSOLE
887389104TKRTIMKEN CO$259,2730.03%3,528CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$258,0710.03%2,979CommonSOLE
366651107ITGARTNER INC$258,0510.03%751CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$256,0640.03%1,491CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$255,2980.03%140CommonSHARED
020002101ALLALLSTATE CORP$252,7890.03%2,269CommonSOLE
526057104LENLENNAR CORP$252,2930.03%2,248CommonSOLE
03076C106AMPAMERIPRISE FINL INC$251,5460.03%763CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$250,5880.03%2,233CommonSOLE
857477103STTSTATE STR CORP$249,6270.03%3,728CommonSOLE
219350105GLWCORNING INC$249,3050.03%8,182CommonSOLE
247361702DALDELTA AIR LINES INC DEL$248,8620.03%6,726CommonSOLE
40434L105HPQHP INC$247,8510.03%9,644CommonSOLE
294429105EFXEQUIFAX INC$246,5610.03%1,346CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$245,7330.03%6,060CommonSHARED
45867G101IDCCINTERDIGITAL INC$243,9300.03%3,040CommonSHARED
351858105FNVFRANCO NEV CORP$242,9520.03%1,820CommonSHARED
517834107LVSLAS VEGAS SANDS CORP$242,1270.03%5,282CommonSOLE
92939U106WECWEC ENERGY GROUP INC$240,8450.03%2,990CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$237,5430.03%6,462CommonSOLE
256677105DGDOLLAR GEN CORP NEW$237,4150.03%2,244CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$236,7560.03%7,540CommonSHARED
281020107EIXEDISON INTL$236,4510.03%3,736CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$234,9090.03%2,240CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$232,7060.03%13,397CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$229,8310.03%49,320CommonSHARED
962166104WYWEYERHAEUSER CO MTN BE$228,8770.03%7,465CommonSOLE
45337C102INCYINCYTE CORP$225,5920.03%3,905CommonSOLE
303250104FICOFAIR ISAAC CORP$224,9490.03%259CommonSOLE
N3167Y103RACEFERRARI N V$224,3150.03%759CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$223,8590.03%2,229CommonSOLE
G6095L109APTIV PLC$223,5040.03%2,267CommonSOLE
127097103CTRACOTERRA ENERGY INC$222,1070.03%8,211CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$222,0050.03%8,180CommonSHARED
12504L109CBRECBRE GROUP INC$221,3580.03%2,997CommonSOLE
761152107RMDRESMED INC$220,6220.03%1,492CommonSOLE
29476L107EQREQUITY RESIDENTIAL$218,4600.03%3,721CommonSOLE
30040W108ESEVERSOURCE ENERGY$216,1440.03%3,717CommonSOLE
372460105GPCGENUINE PARTS CO$215,1260.03%1,490CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$213,8330.03%2,258CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$212,5880.03%2,998CommonSOLE
00187Y100APGAPI GROUP CORP$210,9660.03%8,136CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$210,0240.03%1,496CommonSOLE
260003108DOVDOVER CORP$208,1490.03%1,492CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$206,6700.03%2,243CommonSOLE
29364G103ETRENTERGY CORP NEW$206,1830.03%2,229CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$205,8920.03%2,247CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$204,4910.03%2,580CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$162,8640.02%15,660CommonSOLE
49435R102KRPKIMBELL RTY PARTNERS LP$160,0000.02%10,000CommonSHARED
143658300CCL1EURCARNIVAL CORP$153,3210.02%11,175CommonSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$146,6450.02%11,220CommonSHARED
G0250X107AMCRAMCOR PLC$143,2530.02%15,639CommonSOLE
92556V106VTRSVIATRIS INC$118,0240.02%11,970CommonSOLE
30744W107FTCHQFARFETCH LTD$69,2750.01%33,146CommonSHARED
589492107MREOMEREO BIOPHARMA GROUP PLC$53,3130.01%41,328CommonSHARED
36118A100FUSION PHARMACEUTICALS INC$45,4820.01%17,493CommonSHARED

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.