MondegarAI
NEOS Investment Management LLC

Q2 2025 · 13F-HR

NEOS Investment Management LLCholdings as filed

Filed 2025-08-13 · accession 0001172661-25-003105

$8.08B
Reported value
616
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · NEOS Investment Management LLC · Q2 2025

AI · grounded in 13F

NEOS Investment Management LLC established a new position in NVDA valued at $574.8M. The fund also initiated new stakes in MSFT for $552M and AAPL for $449.8M. Additional new positions included AMZN at $312.6M and AVGO at $253.7M. Total assets under management reached $8.1B across 616 positions.

Holdings as filed

First 500 of 616

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$574.8M7.12%3,638,099CommonSOLE
594918104MSFTMICROSOFT CORP$552.0M6.83%1,109,718CommonSOLE
037833100AAPLAPPLE INC$449.8M5.57%2,192,436CommonSOLE
023135106AMZNAMAZON COM INC$312.6M3.87%1,424,994CommonSOLE
11135F101AVGOBROADCOM INC$253.7M3.14%920,290CommonSOLE
30303M102METAMETA PLATFORMS INC$239.1M2.96%323,949CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$204.1M2.53%2,340,620CommonSOLE
02079K305GOOGLALPHABET INC$155.9M1.93%884,635CommonSOLE
88160R101TSLATESLA INC$152.7M1.89%480,769CommonSOLE
64110L106NFLXNETFLIX INC$144.3M1.79%107,727CommonSOLE
02079K107GOOGALPHABET INC$135.3M1.67%762,511CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$111.4M1.38%112,542CommonSOLE
92189K105HODLVANECK BITCOIN ETF$88.1M1.09%2,892,274CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$78.1M0.97%572,570CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$70.8M0.88%145,753CommonSOLE
17275R102CSCOCISCO SYS INC$70.4M0.87%1,014,132CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$66.1M0.82%228,111CommonSOLE
G54950103LINLINDE PLC$61.4M0.76%130,774CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$59.3M0.73%418,034CommonSOLE
532457108LLYELI LILLY & CO$58.5M0.72%74,989CommonSOLE
461202103INTUINTUIT$58.4M0.72%74,186CommonSOLE
872590104TMUST-MOBILE US INC$57.5M0.71%241,528CommonSOLE
92826C839VVISA INC$51.8M0.64%145,867CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$51.6M0.64%94,994CommonSOLE
882508104TXNTEXAS INSTRS INC$47.4M0.59%228,392CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$46.6M0.58%8,053CommonSOLE
713448108PEPPEPSICO INC$45.9M0.57%347,990CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$45.9M0.57%624,763CommonSOLE
464287226AGGISHARES TR$45.8M0.57%463,415CommonSOLE
747525103QCOMQUALCOMM INC$45.0M0.56%282,391CommonSOLE
46435U853USHYISHARES TR$44.1M0.55%1,182,174CommonSOLE
233051432HYLBDBX ETF TR$44.1M0.55%1,200,718CommonSOLE
031162100AMGNAMGEN INC$43.2M0.53%154,557CommonSOLE
00724F101ADBEADOBE INC$42.8M0.53%110,689CommonSOLE
78468R606SPHYSPDR SERIES TRUST$42.7M0.53%1,804,701CommonSOLE
438516106HONHONEYWELL INTL INC$41.6M0.52%178,720CommonSOLE
375558103GILDGILEAD SCIENCES INC$40.1M0.50%361,500CommonSOLE
038222105AMATAPPLIED MATLS INC$38.1M0.47%207,874CommonSOLE
30231G102XOMEXXON MOBIL CORP$37.7M0.47%349,444CommonSOLE
595112103MUMICRON TECHNOLOGY INC$37.4M0.46%303,507CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$36.6M0.45%65,064CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$34.8M0.43%170,261CommonSOLE
20030N101CMCSACOMCAST CORP NEW$34.4M0.43%963,540CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$33.9M0.42%76,237CommonSOLE
931142103WMTWALMART INC$33.5M0.41%342,820CommonSOLE
512807306LRCXLAM RESEARCH CORP$33.2M0.41%341,035CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$33.1M0.41%107,302CommonSOLE
032654105ADIANALOG DEVICES INC$32.4M0.40%136,193CommonSOLE
482480100KLACKLA CORP$30.6M0.38%34,173CommonSOLE
00287Y109ABBVABBVIE INC$30.4M0.38%163,684CommonSOLE
742718109PGPROCTER AND GAMBLE CO$30.1M0.37%189,012CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$30.0M0.37%58,883CommonSOLE
478160104JNJJOHNSON & JOHNSON$29.6M0.37%194,101CommonSOLE
68389X105ORCLORACLE CORP$29.2M0.36%133,667CommonSOLE
437076102HDHOME DEPOT INC$28.9M0.36%78,888CommonSOLE
855244109SBUXSTARBUCKS CORP$28.8M0.36%314,259CommonSOLE
458140100INTCINTEL CORP$26.8M0.33%1,197,150CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$26.5M0.33%82,202CommonSOLE
369604301GEGE AEROSPACE$26.5M0.33%102,906CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$25.5M0.32%81,753CommonSOLE
060505104BACBANK AMERICA CORP$25.3M0.31%535,425CommonSOLE
609207105MDLZMONDELEZ INTL INC$24.1M0.30%357,656CommonSOLE
82509L107SHOPSHOPIFY INC$23.8M0.30%206,686CommonSOLE
25809K105DASHDOORDASH INC$23.8M0.29%96,546CommonSOLE
718172109PMPHILIP MORRIS INTL INC$23.5M0.29%129,110CommonSOLE
191216100KOCOCA COLA CO$23.5M0.29%331,964CommonSOLE
172908105CTASCINTAS CORP$23.3M0.29%104,616CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$22.2M0.28%75,422CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$22.0M0.27%71,448CommonSOLE
G29183103ETNEATON CORP PLC$22.0M0.27%61,662CommonSOLE
34959E109FTNTFORTINET INC$21.9M0.27%206,948CommonSOLE
002824100ABTABBOTT LABS$21.9M0.27%160,849CommonSOLE
79466L302CRMSALESFORCE INC$21.2M0.26%77,911CommonSOLE
949746101WMT2WELLS FARGO CO NEW$20.7M0.26%258,875CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$20.7M0.26%278,320CommonSOLE
58733R102MELIMERCADOLIBRE INC$20.5M0.25%7,850CommonSOLE
311900104FASTFASTENAL CO$20.1M0.25%478,558CommonSOLE
58933Y105MRKMERCK & CO INC$19.7M0.24%248,610CommonSOLE
149123101CATCATERPILLAR INC$19.5M0.24%50,200CommonSOLE
871607107SNPSSYNOPSYS INC$19.2M0.24%37,360CommonSOLE
571903202MARMARRIOTT INTL INC NEW$18.9M0.23%69,125CommonSOLE
166764100CVXCHEVRON CORP NEW$18.9M0.23%131,755CommonSOLE
254687106DISDISNEY WALT CO$18.7M0.23%150,449CommonSOLE
03831W108APPAPPLOVIN CORP$18.6M0.23%53,187CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$18.5M0.23%177,818CommonSOLE
36828A101GEVGE VERNOVA INC$18.2M0.23%34,398CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$18.0M0.22%199,935CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$18.0M0.22%25,371CommonSOLE
126408103CSXCSX CORP$17.5M0.22%536,444CommonSOLE
00206R102TAT&T INC$17.5M0.22%603,943CommonSOLE
81762P102NOWSERVICENOW INC$17.4M0.22%16,914CommonSOLE
580135101MCDMCDONALDS CORP$16.9M0.21%57,930CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$16.9M0.21%56,431CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$16.8M0.21%32,050CommonSOLE
052769106ADSKAUTODESK INC$16.7M0.21%54,054CommonSOLE
594972408MSTRMICROSTRATEGY INC$16.6M0.21%41,118CommonSOLE
75513E101RTXRTX CORPORATION$16.3M0.20%111,735CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$16.2M0.20%39,949CommonSOLE
65339F101NEENEXTERA ENERGY INC$16.1M0.20%232,071CommonSOLE
025816109AXPAMERICAN EXPRESS CO$16.0M0.20%50,163CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$15.8M0.20%168,934CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$15.5M0.19%247,964CommonSOLE
009066101ABNBAIRBNB INC$15.3M0.19%115,826CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$15.2M0.19%351,692CommonSOLE
78409V104SPGIS&P GLOBAL INC$15.2M0.19%28,782CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$15.2M0.19%26,770CommonSOLE
032095101APHAMPHENOL CORP NEW$15.0M0.19%152,218CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$14.8M0.18%67,884CommonSOLE
617446448MSMORGAN STANLEY$14.5M0.18%102,962CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$14.5M0.18%134,961CommonSOLE
217204106CPRTCOPART INC$14.2M0.18%289,329CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$14.0M0.17%63,376CommonSOLE
693718108PCARPACCAR INC$13.7M0.17%144,529CommonSOLE
74340W103PLDPROLOGIS INC.$13.7M0.17%130,071CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$13.4M0.17%32,867CommonSOLE
172967424CCITIGROUP INC$13.2M0.16%155,035CommonSOLE
244199105DEDEERE & CO$13.1M0.16%25,854CommonSOLE
98389B100XELXCEL ENERGY INC$13.0M0.16%191,111CommonSOLE
907818108UNPUNION PAC CORP$12.9M0.16%56,149CommonSOLE
701094104PHPARKER-HANNIFIN CORP$12.9M0.16%18,494CommonSOLE
704326107PAYXPAYCHEX INC$12.8M0.16%88,281CommonSOLE
98138H101WDAYWORKDAY INC$12.8M0.16%53,151CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$12.6M0.16%138,636CommonSOLE
722304102PDDPDD HOLDINGS INC$12.6M0.16%120,393CommonSOLE
235851102DHRDANAHER CORPORATION$12.6M0.16%63,545CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$12.5M0.15%270,474CommonSOLE
743315103PGRPROGRESSIVE CORP$12.4M0.15%46,572CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$12.3M0.15%158,738CommonSOLE
548661107LOWLOWES COS INC$12.3M0.15%55,369CommonSOLE
863667101SYKSTRYKER CORPORATION$12.1M0.15%30,530CommonSOLE
30161N101EXCEXELON CORP$12.1M0.15%278,167CommonSOLE
95040Q104WELLWELLTOWER INC$12.0M0.15%78,041CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$12.0M0.15%36,049CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$11.7M0.15%55,186CommonSOLE
05464C101AXONAXON ENTERPRISE INC$11.5M0.14%13,887CommonSOLE
N07059210ASMLASML HOLDING N V$11.5M0.14%14,345CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$11.3M0.14%61,759CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$11.2M0.14%337,847CommonSOLE
717081103PFEPFIZER INC$11.1M0.14%457,854CommonSOLE
778296103ROSTROSS STORES INC$11.1M0.14%86,910CommonSOLE
872540109TJXTJX COS INC NEW$11.0M0.14%88,714CommonSOLE
G5960L103MDTMEDTRONIC PLC$10.8M0.13%124,109CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$10.7M0.13%137,344CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$10.6M0.13%277,472CommonSOLE
12572Q105CMECME GROUP INC$10.6M0.13%38,474CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$10.5M0.13%99,143CommonSOLE
097023105BABOEING CO$10.4M0.13%49,865CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$10.4M0.13%33,371CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$10.3M0.13%145,733CommonSOLE
285512109EAELECTRONIC ARTS INC$10.2M0.13%63,730CommonSOLE
22160N109CSGPCOSTAR GROUP INC$10.0M0.12%124,936CommonSOLE
291011104EMREMERSON ELEC CO$10.0M0.12%74,852CommonSOLE
H1467J104CBCHUBB LIMITED$9.7M0.12%33,540CommonSOLE
252131107DXCMDEXCOM INC$9.7M0.12%110,916CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$9.6M0.12%39,735CommonSOLE
09260D107BXBLACKSTONE INC$9.6M0.12%64,487CommonSOLE
842587107SOSOUTHERN CO$9.5M0.12%103,398CommonSOLE
337738108FISVFISERV INC$9.5M0.12%54,881CommonSOLE
09290D101BLKBLACKROCK INC$9.4M0.12%8,971CommonSOLE
45687V106IRINGERSOLL RAND INC$9.4M0.12%112,927CommonSOLE
29444U700EQIXEQUINIX INC$9.2M0.11%11,581CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$9.2M0.11%41,998CommonSOLE
20825C104COPCONOCOPHILLIPS$9.2M0.11%102,153CommonSOLE
74762E102QUREQUANTA SVCS INC$8.8M0.11%23,369CommonSOLE
45168D104IDXXIDEXX LABS INC$8.8M0.11%16,452CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8.5M0.11%114,991CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8.4M0.10%71,343CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$8.4M0.10%51,462CommonSOLE
126650100CVSCVS HEALTH CORP$8.3M0.10%120,637CommonSOLE
125523100CITHE CIGNA GROUP$8.3M0.10%25,159CommonSOLE
98980G102ZSZSCALER INC$8.2M0.10%26,001CommonSOLE
040413205ANETARISTA NETWORKS INC$8.1M0.10%78,989CommonSOLE
654106103NKENIKE INC$8.0M0.10%112,637CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7.9M0.10%17,128CommonSOLE
02209S103MOALTRIA GROUP INC$7.9M0.10%134,139CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$7.9M0.10%57,218CommonSOLE
036752103ELVELEVANCE HEALTH INC$7.7M0.10%19,870CommonSOLE
192422103CGNXCOGNEX CORP$7.7M0.10%243,408CommonSHARED
23804L103DDOGDATADOG INC$7.7M0.10%57,371CommonSOLE
929160109VMCVULCAN MATLS CO$7.7M0.10%29,547CommonSOLE
500754106KHCKRAFT HEINZ CO$7.7M0.09%296,828CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$7.6M0.09%82,446CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$7.6M0.09%664,571CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.6M0.09%33,201CommonSOLE
88579Y101MMM3M CO$7.6M0.09%49,829CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$7.6M0.09%22,084CommonSOLE
887389104TKRTIMKEN CO$7.5M0.09%104,009CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$7.5M0.09%17,221CommonSOLE
58155Q103MCKMCKESSON CORP$7.5M0.09%10,263CommonSOLE
G0403H108AONAON PLC$7.5M0.09%20,992CommonSOLE
00187Y100APGAPI GROUP CORP$7.4M0.09%216,553CommonSHARED
29364G103ETRENTERGY CORP NEW$7.3M0.09%88,087CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$7.3M0.09%31,355CommonSHARED
03662Q105AKXANSYS INC$7.3M0.09%20,680CommonSOLE
046353108AZNNASTRAZENECA PLC$7.2M0.09%103,232CommonSOLE
969457100WMBWILLIAMS COS INC$7.2M0.09%113,836CommonSOLE
682189105ONON SEMICONDUCTOR CORP$7.1M0.09%135,757CommonSOLE
253868103DLRDIGITAL RLTY TR INC$7.0M0.09%40,340CommonSOLE
48251W104KKRKKR & CO INC$6.8M0.08%51,235CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$6.8M0.08%74,710CommonSOLE
550021109LULULULULEMON ATHLETICA INC$6.7M0.08%28,259CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$6.6M0.08%39,520CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$6.5M0.08%64,746CommonSOLE
902973304USBUS BANCORP DEL$6.5M0.08%144,391CommonSOLE
615369105MCOMOODYS CORP$6.5M0.08%12,971CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$6.5M0.08%71,299CommonSOLE
26875P101EOGEOG RES INC$6.5M0.08%54,229CommonSOLE
98978V103ZTSZOETIS INC$6.5M0.08%41,562CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6.4M0.08%16,814CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$6.4M0.08%39,954CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6.3M0.08%33,543CommonSOLE
880779103TEXTEREX CORP NEW$6.2M0.08%133,824CommonSHARED
443201108HWMHOWMET AEROSPACE INC$6.2M0.08%33,541CommonSOLE
651639106NEMNEWMONT CORP$6.2M0.08%105,855CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6.2M0.08%24,899CommonSOLE
01741R102ATIATI INC$6.1M0.08%70,654CommonSHARED
22822V101CCICROWN CASTLE INC$6.1M0.08%59,265CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$6.0M0.07%22,454CommonSOLE
049468101TEAMATLASSIAN CORPORATION$5.9M0.07%29,296CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.9M0.07%136,279CommonSOLE
88339J105TTDTHE TRADE DESK INC$5.9M0.07%81,266CommonSOLE
893641100TDGTRANSDIGM GROUP INC$5.8M0.07%3,804CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$5.8M0.07%78,781CommonSOLE
G25508105CRHCRH PLC$5.6M0.07%61,346CommonSHARED
756109104OREALTY INCOME CORP$5.6M0.07%98,193CommonSOLE
56585A102MPCMARATHON PETE CORP$5.5M0.07%33,393CommonSOLE
465741106ITRIITRON INC$5.5M0.07%42,026CommonSHARED
12504L109CBRECBRE GROUP INC$5.5M0.07%39,360CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$5.5M0.07%64,401CommonSOLE
89832Q109TFCTRUIST FINL CORP$5.5M0.07%127,879CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5.5M0.07%17,065CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5.5M0.07%185,468CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.4M0.07%69,347CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$5.4M0.07%17,258CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$5.3M0.07%123,587CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$5.3M0.07%15,209CommonSOLE
12514G108CDWCDW CORP$5.3M0.07%29,638CommonSOLE
92840M102VSTVISTRA CORP$5.3M0.07%27,205CommonSOLE
42704L104HRIHERC HLDGS INC$5.1M0.06%38,572CommonSHARED
184496107CLHCLEAN HARBORS INC$5.1M0.06%21,905CommonSHARED
001055102AFLAFLAC INC$5.1M0.06%48,006CommonSOLE
077347300BELFBBEL FUSE INC$5.1M0.06%51,717CommonSHARED
369550108GDGENERAL DYNAMICS CORP$5.0M0.06%17,216CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5.0M0.06%35,302CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.9M0.06%16,586CommonSOLE
69351T106PPLPPL CORP$4.8M0.06%142,542CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4.8M0.06%17,151CommonSOLE
22052L104CTVACORTEVA INC$4.8M0.06%64,464CommonSOLE
925652109VICIVICI PPTYS INC$4.8M0.06%146,315CommonSOLE
075887109BDXBECTON DICKINSON & CO$4.7M0.06%27,543CommonSOLE
718546104PSXPHILLIPS 66$4.7M0.06%39,698CommonSOLE
278865100ECLECOLAB INC$4.7M0.06%17,259CommonSOLE
09062X103BIIBBIOGEN INC$4.6M0.06%36,811CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.6M0.06%17,233CommonSOLE
806857108SLBSCHLUMBERGER LTD$4.6M0.06%136,229CommonSOLE
443510607HUBBHUBBELL INC$4.6M0.06%11,193CommonSOLE
59156R108METMETLIFE INC$4.5M0.06%56,282CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4.5M0.06%8,434CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.5M0.06%9,000CommonSOLE
65473P105NINISOURCE INC$4.5M0.06%111,341CommonSOLE
25746U109DDOMINION ENERGY INC$4.5M0.06%78,826CommonSOLE
682680103OKEONEOK INC NEW$4.4M0.05%54,192CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$4.4M0.05%54,264CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$4.4M0.05%17,208CommonSOLE
G87052109TELTE CONNECTIVITY PLC$4.3M0.05%25,360CommonSOLE
816851109SRESEMPRA$4.3M0.05%56,451CommonSOLE
670837103OGEOGE ENERGY CORP$4.2M0.05%95,420CommonSHARED
053332102AZOAUTOZONE INC$4.2M0.05%1,138CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.2M0.05%16,698CommonSOLE
501044101KRKROGER CO$4.2M0.05%58,388CommonSOLE
760759100RSGREPUBLIC SVCS INC$4.2M0.05%16,894CommonSOLE
345370860FFORD MTR CO$4.1M0.05%382,018CommonSOLE
87612E106TGTTARGET CORP$4.1M0.05%41,588CommonSOLE
91913Y100VLOVALERO ENERGY CORP$4.1M0.05%30,197CommonSOLE
46284V101IRMIRON MTN INC DEL$4.0M0.05%39,060CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4.0M0.05%27,070CommonSOLE
37045V100GMGENERAL MTRS CO$3.9M0.05%79,956CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$3.9M0.05%30,573CommonSHARED
31428X106FDXFEDEX CORP$3.9M0.05%17,253CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$3.9M0.05%101,875CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$3.9M0.05%45,944CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.8M0.05%9,116CommonSOLE
219350105GLWCORNING INC$3.7M0.05%71,274CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.7M0.05%16,428CommonSHARED
988498101YUMYUM BRANDS INC$3.7M0.05%24,987CommonSOLE
042068205ARMARM HOLDINGS PLC$3.6M0.04%22,033CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$3.5M0.04%39,678CommonSOLE
871829107SYYSYSCO CORP$3.5M0.04%46,027CommonSOLE
278642103EBAYEBAY INC.$3.5M0.04%46,741CommonSOLE
020002101ALLALLSTATE CORP$3.5M0.04%17,262CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$3.5M0.04%94,227CommonSHARED
42809H107HESHESS CORP$3.5M0.04%24,960CommonSOLE
92276F100VTRVENTAS INC$3.4M0.04%54,389CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$3.4M0.04%104,666CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.4M0.04%31,613CommonSOLE
49177J102KVUEKENVUE INC$3.4M0.04%161,921CommonSOLE
911363109URIUNITED RENTALS INC$3.4M0.04%4,447CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3.3M0.04%33,543CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3.3M0.04%25,401CommonSOLE
23331A109DHID R HORTON INC$3.3M0.04%25,272CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.2M0.04%25,275CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$3.2M0.04%13,629CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$3.2M0.04%15,724CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.1M0.04%46,517CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$3.1M0.04%13,426CommonSOLE
031100100AMEAMETEK INC$3.1M0.04%17,254CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$3.0M0.04%21,134CommonSHARED
209115104EDCONSOLIDATED EDISON INC$3.0M0.04%30,279CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$3.0M0.04%33,309CommonSOLE
87612G101TRGPTARGA RES CORP$3.0M0.04%17,165CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3.0M0.04%25,153CommonSOLE
231021106CMICUMMINS INC$2.9M0.04%8,999CommonSOLE
30161Q104EXELEXELIXIS INC$2.9M0.04%66,615CommonSHARED
739128106POWLPOWELL INDS INC$2.9M0.04%13,932CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$2.9M0.04%17,261CommonSOLE
247361702DALDELTA AIR LINES INC DEL$2.9M0.04%58,141CommonSOLE
69331C108PCGPG&E CORP$2.8M0.04%202,828CommonSOLE
370334104GISGENERAL MLS INC$2.8M0.03%54,109CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.8M0.03%49,911CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$2.8M0.03%76,485CommonSHARED
629377508NRGNRG ENERGY INC$2.8M0.03%17,195CommonSOLE
143658300CCL1EURCARNIVAL CORP$2.8M0.03%97,960CommonSOLE
03073E105CORCENCORA INC$2.7M0.03%9,117CommonSOLE
631103108NDAQNASDAQ INC$2.7M0.03%30,197CommonSOLE
N5749R1002GHMERUS N V$2.7M0.03%51,215CommonSHARED
372303206GMABGENMAB A/S$2.7M0.03%130,217CommonSHARED
857477103STTSTATE STR CORP$2.7M0.03%25,379CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2.6M0.03%25,400CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.6M0.03%38,460CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.6M0.03%21,382CommonSOLE
46266C105IQVIQVIA HLDGS INC$2.6M0.03%16,599CommonSOLE
15135B101CNCCENTENE CORP DEL$2.6M0.03%48,025CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.6M0.03%8,465CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.6M0.03%63,057CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.6M0.03%100,765CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$2.5M0.03%16,672CommonSOLE
46187W107INVHINVITATION HOMES INC$2.5M0.03%77,322CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$2.5M0.03%48,026CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2.5M0.03%37,746CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.5M0.03%25,726CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$2.5M0.03%120,587CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2.5M0.03%58,408CommonSOLE
670703107NUVLNUVALENT INC$2.4M0.03%31,762CommonSHARED
55354G100MSCIMSCI INC$2.4M0.03%4,089CommonSOLE
761152107RMDRESMED INC$2.3M0.03%9,078CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.3M0.03%137,011CommonSOLE
86627T108SMMTSUMMIT THERAPEUTICS INC$2.3M0.03%106,943CommonSHARED
294429105EFXEQUIFAX INC$2.3M0.03%8,743CommonSOLE
670346105NUENUCOR CORP$2.3M0.03%17,473CommonSOLE
98419M100XYLXYLEM INC$2.3M0.03%17,412CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$2.2M0.03%42,625CommonSOLE
233331107DTEDTE ENERGY CO$2.2M0.03%16,938CommonSOLE
03940C100ACLXGBXARCELLX INC$2.2M0.03%33,869CommonSHARED
451107106IDAIDACORP INC$2.2M0.03%19,230CommonSHARED
665859104NTRSNORTHERN TR CORP$2.1M0.03%16,934CommonSOLE
444859102HUMHUMANA INC$2.1M0.03%8,733CommonSOLE
303250104FICOFAIR ISAAC CORP$2.1M0.03%1,167CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$2.1M0.03%12,982CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.1M0.03%18,089CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.1M0.03%8,668CommonSOLE
29273V100ETENERGY TRANSFER L P$2.1M0.03%116,114CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$2.1M0.03%28,657CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$2.1M0.03%14,164CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$2.1M0.03%56,456CommonSOLE
98887Q104ZLABZAI LAB LTD$2.1M0.03%58,835CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$2.0M0.03%87,087CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$2.0M0.03%25,644CommonSOLE
G8473T100STESTERIS PLC$2.0M0.03%8,411CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$2.0M0.02%56,688CommonSHARED
30040W108ESEVERSOURCE ENERGY$2.0M0.02%31,426CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$2.0M0.02%22,665CommonSHARED
40434L105HPQHP INC$2.0M0.02%80,724CommonSOLE
693506107PPGPPG INDS INC$2.0M0.02%17,254CommonSOLE
26884L109EQTEQT CORP$2.0M0.02%33,567CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.0M0.02%17,113CommonSOLE
466313103JBLJABIL INC$1.9M0.02%8,799CommonSOLE
115236101BROBROWN & BROWN INC$1.9M0.02%17,255CommonSOLE
929740108WABWABTEC$1.9M0.02%9,118CommonSOLE
526057104LENLENNAR CORP$1.9M0.02%17,254CommonSOLE
H2906T109GRMNGARMIN LTD$1.9M0.02%9,116CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.9M0.02%8,700CommonSOLE
337932107FEFIRSTENERGY CORP$1.9M0.02%46,703CommonSOLE
07725L102ONCBEONE MEDICINES LTD$1.9M0.02%7,707CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$1.9M0.02%41,645CommonSOLE
084423102WRBBERKLEY W R CORP$1.9M0.02%25,334CommonSOLE
49446R109KIMKIMCO RLTY CORP$1.9M0.02%88,546CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1.9M0.02%72,683CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$1.8M0.02%58,140CommonSOLE
64110D104NTAPNETAPP INC$1.8M0.02%16,963CommonSOLE
745867101PHMPULTE GROUP INC$1.8M0.02%17,055CommonSOLE
380237107GDDYGODADDY INC$1.8M0.02%9,978CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.8M0.02%70,565CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$1.8M0.02%54,816CommonSOLE
55261F104MTBM & T BK CORP$1.8M0.02%9,118CommonSOLE
37940X102GPNGLOBAL PMTS INC$1.8M0.02%22,054CommonSOLE
125896100CMSCMS ENERGY CORP$1.7M0.02%25,151CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.7M0.02%5,301CommonSHARED
92338C103VLTOVERALTO CORP$1.7M0.02%17,113CommonSOLE
281020107EIXEDISON INTL$1.7M0.02%33,455CommonSOLE
260557103DOWDOW INC$1.7M0.02%64,438CommonSOLE
256746108DLTRDOLLAR TREE INC$1.7M0.02%16,962CommonSOLE
22663K107CRNXCRINETICS PHARMACEUTICALS IN$1.7M0.02%58,101CommonSHARED
023608102AEEAMEREN CORP$1.7M0.02%17,264CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.7M0.02%17,162CommonSOLE
406216101HALHALLIBURTON CO$1.6M0.02%80,842CommonSOLE
260003108DOVDOVER CORP$1.6M0.02%8,975CommonSOLE
34959J108FTVFORTIVE CORP$1.6M0.02%31,450CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.6M0.02%25,593CommonSOLE
896239100TRMBTRIMBLE INC$1.6M0.02%21,395CommonSOLE
902653104UDRUDR INC$1.6M0.02%39,586CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.6M0.02%9,605CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.5M0.02%16,962CommonSOLE
493267108KEYKEYCORP$1.5M0.02%87,687CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$1.5M0.02%30,106CommonSHARED
04016X101ARGXARGENX SE$1.5M0.02%2,753CommonSHARED
876030107TPRTAPESTRY INC$1.5M0.02%17,240CommonSOLE
427866108HSYHERSHEY CO$1.5M0.02%9,115CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$1.5M0.02%97,587CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.5M0.02%8,879CommonSOLE
69370C100PTCPTC INC$1.5M0.02%8,682CommonSOLE
007973100AEISADVANCED ENERGY INDS$1.5M0.02%11,250CommonSHARED
21036P108STZCONSTELLATION BRANDS INC$1.5M0.02%9,116CommonSOLE
668771108GENGEN DIGITAL INC$1.5M0.02%50,018CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.5M0.02%2,674CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$1.5M0.02%69,694CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$1.5M0.02%83,167CommonSOLE
45784P101PODDINSULET CORP$1.4M0.02%4,565CommonSOLE
058498106BALLBALL CORP$1.4M0.02%25,398CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.4M0.02%30,301CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.4M0.02%8,943CommonSOLE
336433107FSLRFIRST SOLAR INC$1.4M0.02%8,519CommonSOLE
049560105ATOATMOS ENERGY CORP$1.4M0.02%9,109CommonSOLE
902494103TSNTYSON FOODS INC$1.4M0.02%25,057CommonSOLE
071813109BAXBAXTER INTL INC$1.4M0.02%46,076CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.4M0.02%17,254CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.4M0.02%7,308CommonSOLE
487836108KKELLANOVA$1.4M0.02%17,263CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.4M0.02%8,997CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$1.4M0.02%17,114CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.4M0.02%9,117CommonSOLE
883203101TXTTEXTRON INC$1.3M0.02%16,787CommonSOLE
941848103WATWATERS CORP$1.3M0.02%3,844CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.3M0.02%9,122CommonSOLE
579780206MKCMCCORMICK & CO INC$1.3M0.02%17,261CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.3M0.02%17,263CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$1.3M0.02%9,120CommonSOLE
G0250X107AMCRAMCOR PLC$1.3M0.02%137,014CommonSOLE
758849103REGREGENCY CTRS CORP$1.2M0.01%16,854CommonSOLE
156944100CGONCG ONCOLOGY INC$1.2M0.01%46,081CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$1.2M0.01%16,452CommonSOLE
30034W106EVRGEVERGY INC$1.2M0.01%17,254CommonSOLE
136375102CNICANADIAN NATL RY CO$1.2M0.01%11,357CommonSHARED
G3265R107APTVAPTIV PLC$1.2M0.01%17,254CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.2M0.01%14,744CommonSHARED
858119100STLDSTEEL DYNAMICS INC$1.2M0.01%9,116CommonSOLE
47103J105JANXJANUX THERAPEUTICS INC$1.2M0.01%50,065CommonSHARED
46982L108JJACOBS SOLUTIONS INC$1.2M0.01%8,783CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.1M0.01%26,417CommonSOLE
912008109USFDUS FOODS HLDG CORP$1.1M0.01%14,893CommonSHARED
436440101HO1HOLOGIC INC$1.1M0.01%17,252CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$1.1M0.01%28,161CommonSHARED
297178105ESSESSEX PPTY TR INC$1.1M0.01%3,912CommonSOLE
574599106MASMASCO CORP$1.1M0.01%17,177CommonSOLE
372460105GPCGENUINE PARTS CO$1.1M0.01%8,980CommonSOLE
101121101BXPBXP INC$1.1M0.01%15,914CommonSOLE
45257U108IMNMIMMUNOME INC$1.1M0.01%115,431CommonSHARED
189054109CLXCLOROX CO DEL$1.1M0.01%8,751CommonSOLE
018802108LNTALLIANT ENERGY CORP$1.0M0.01%17,261CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.0M0.01%9,051CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.0M0.01%8,744CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$1.0M0.01%25,399CommonSOLE
92556V106VTRSVIATRIS INC$1.0M0.01%112,429CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$998,7800.01%17,262CommonSOLE
65249B109NWSANEWS CORP NEW$992,5890.01%33,398CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$982,4420.01%930CommonSOLE
35137L105FOXAFOX CORP$980,3640.01%17,494CommonSOLE
526107107LIILENNOX INTL INC$980,2400.01%1,710CommonSOLE
775711104ROLROLLINS INC$973,9220.01%17,262CommonSOLE
G7S00T104PNRPENTAIR PLC$935,8490.01%9,116CommonSOLE
61945C103MOSMOSAIC CO NEW$935,2020.01%25,636CommonSOLE
67080M103NRIXNURIX THERAPEUTICS INC$923,8660.01%81,112CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$905,9990.01%18,486CommonSOLE
205887102CAGCONAGRA BRANDS INC$853,2920.01%41,685CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$844,6480.01%117,639CommonSHARED
125269100CFCF INDS HLDGS INC$838,8560.01%9,118CommonSOLE
540424108LLOEWS CORP$835,8470.01%9,119CommonSOLE
880770102TERTERADYNE INC$819,7110.01%9,116CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$818,7100.01%33,444CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$818,5850.01%23,803CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$808,2090.01%86,301CommonSHARED
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$808,0150.01%124,310CommonSHARED
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$803,2510.01%39,608CommonSOLE
23282W605CYTKCYTOKINETICS INC$792,8280.01%23,996CommonSHARED
440452100HRLHORMEL FOODS CORP$759,4570.01%25,106CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$747,0870.01%4,106CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$744,2080.01%17,247CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$743,1810.01%64,737CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$727,0130.01%9,115CommonSOLE
H11356104BGBUNGE GLOBAL SA$726,6940.01%9,052CommonSOLE
866674104SUISUN CMNTYS INC$722,6370.01%5,713CommonSOLE

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.