MondegarAI
NEOS Investment Management LLC

Q3 2025 · 13F-HR

NEOS Investment Management LLCholdings as filed

Filed 2025-11-07 · accession 0001172661-25-004623

$13.35B
Reported value
628
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · NEOS Investment Management LLC · Q3 2025

AI · grounded in 13F

NEOS Investment Management LLC established a new position in NVDA valued at $1.03B. The fund also initiated new stakes in MSFT for $863.4M and AAPL for $849.7M. Additional new positions include AMZN at $502.7M and AVGO at $471.1M. The fund ended the period with 628 positions and total AUM of $13.35B.

Holdings as filed

First 500 of 628

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.03B7.68%5,499,833CommonSOLE
594918104MSFTMICROSOFT CORP$863.4M6.47%1,666,870CommonSOLE
037833100AAPLAPPLE INC$849.7M6.36%3,337,038CommonSOLE
023135106AMZNAMAZON COM INC$502.7M3.76%2,289,337CommonSOLE
11135F101AVGOBROADCOM INC$471.1M3.53%1,427,991CommonSOLE
30303M102METAMETA PLATFORMS INC$361.9M2.71%492,848CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$343.2M2.57%3,508,850CommonSOLE
88160R101TSLATESLA INC$332.0M2.49%746,585CommonSOLE
02079K305GOOGLALPHABET INC$319.1M2.39%1,312,656CommonSOLE
02079K107GOOGALPHABET INC$279.5M2.09%1,147,418CommonSOLE
64110L106NFLXNETFLIX INC$212.6M1.59%177,297CommonSOLE
92189K105HODLVANECK BITCOIN ETF$195.3M1.46%6,032,465CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$172.3M1.29%944,367CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$170.8M1.28%184,510CommonSOLE
17275R102CSCOCISCO SYS INC$113.5M0.85%1,658,768CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$112.3M0.84%694,388CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$101.6M0.76%202,117CommonSOLE
G54950103LINLINDE PLC$98.4M0.74%207,110CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$97.1M0.73%307,760CommonSOLE
872590104TMUST-MOBILE US INC$93.6M0.70%391,092CommonSOLE
03831W108APPAPPLOVIN CORP$86.9M0.65%120,894CommonSOLE
461202103INTUINTUIT$83.0M0.62%121,516CommonSOLE
713448108PEPPEPSICO INC$81.0M0.61%577,111CommonSOLE
595112103MUMICRON TECHNOLOGY INC$79.0M0.59%472,332CommonSOLE
532457108LLYELI LILLY & CO$78.6M0.59%103,020CommonSOLE
747525103QCOMQUALCOMM INC$75.4M0.56%453,445CommonSOLE
512807306LRCXLAM RESEARCH CORP$73.3M0.55%547,605CommonSOLE
882508104TXNTEXAS INSTRS INC$70.9M0.53%386,074CommonSOLE
038222105AMATAPPLIED MATLS INC$69.9M0.52%341,327CommonSOLE
92826C839VVISA INC$69.7M0.52%204,275CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$68.2M0.51%152,438CommonSOLE
031162100AMGNAMGEN INC$64.7M0.48%229,434CommonSOLE
375558103GILDGILEAD SCIENCES INC$64.1M0.48%577,119CommonSOLE
00724F101ADBEADOBE INC$63.3M0.47%179,431CommonSOLE
458140100INTCINTEL CORP$61.6M0.46%1,836,716CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$60.3M0.45%11,159CommonSOLE
438516106HONHONEYWELL INTL INC$59.3M0.44%281,827CommonSOLE
482480100KLACKLA CORP$58.1M0.44%53,893CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$56.5M0.42%277,601CommonSOLE
30231G102XOMEXXON MOBIL CORP$56.2M0.42%498,700CommonSOLE
82509L107SHOPSHOPIFY INC$55.2M0.41%371,422CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$54.9M0.41%96,527CommonSOLE
68389X105ORCLORACLE CORP$53.8M0.40%191,472CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$52.6M0.39%710,195CommonSOLE
464287226AGGISHARES TR$52.6M0.39%526,803CommonSOLE
931142103WMTWALMART INC$52.6M0.39%510,652CommonSOLE
00287Y109ABBVABBVIE INC$52.4M0.39%226,496CommonSOLE
032654105ADIANALOG DEVICES INC$51.7M0.39%210,485CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$51.1M0.38%174,272CommonSOLE
478160104JNJJOHNSON & JOHNSON$51.1M0.38%275,722CommonSOLE
20030N101CMCSACOMCAST CORP NEW$50.8M0.38%1,634,049CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$49.6M0.37%101,127CommonSOLE
46435U853USHYISHARES TR$48.0M0.36%1,276,768CommonSOLE
233051432HYLBDBX ETF TR$47.9M0.36%1,296,785CommonSOLE
437076102HDHOME DEPOT INC$47.0M0.35%116,043CommonSOLE
78468R606SPHYSPDR SERIES TRUST$46.4M0.35%1,949,097CommonSOLE
25809K105DASHDOORDASH INC$44.7M0.33%164,239CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$44.5M0.33%113,533CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$43.6M0.33%132,487CommonSOLE
742718109PGPROCTER AND GAMBLE CO$43.4M0.33%282,705CommonSOLE
855244109SBUXSTARBUCKS CORP$42.5M0.32%502,941CommonSOLE
369604301GEGE AEROSPACE$42.4M0.32%140,819CommonSOLE
060505104BACBANK AMERICA CORP$41.8M0.31%809,511CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$41.0M0.31%116,797CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$40.7M0.31%117,989CommonSOLE
149123101CATCATERPILLAR INC$39.0M0.29%81,788CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$37.9M0.28%351,556CommonSOLE
871607107SNPSSYNOPSYS INC$37.8M0.28%76,713CommonSOLE
166764100CVXCHEVRON CORP NEW$36.6M0.27%235,718CommonSOLE
609207105MDLZMONDELEZ INTL INC$35.3M0.26%564,397CommonSOLE
172908105CTASCINTAS CORP$34.5M0.26%168,019CommonSOLE
58733R102MELIMERCADOLIBRE INC$34.4M0.26%14,713CommonSOLE
949746101WMT2WELLS FARGO CO NEW$33.2M0.25%395,632CommonSOLE
311900104FASTFASTENAL CO$32.3M0.24%659,351CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$32.3M0.24%114,395CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$31.5M0.24%279,893CommonSOLE
718172109PMPHILIP MORRIS INTL INC$31.5M0.24%193,918CommonSOLE
002824100ABTABBOTT LABS$31.3M0.23%233,351CommonSOLE
191216100KOCOCA COLA CO$30.8M0.23%464,019CommonSOLE
126408103CSXCSX CORP$30.2M0.23%851,074CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$30.0M0.22%787,415CommonSOLE
571903202MARMARRIOTT INTL INC NEW$29.6M0.22%113,730CommonSOLE
58933Y105MRKMERCK & CO INC$29.2M0.22%347,684CommonSOLE
G29183103ETNEATON CORP PLC$29.1M0.22%77,875CommonSOLE
052769106ADSKAUTODESK INC$28.6M0.21%90,016CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$28.6M0.21%35,873CommonSOLE
75513E101RTXRTX CORPORATION$28.1M0.21%168,108CommonSOLE
34959E109FTNTFORTINET INC$27.8M0.21%330,315CommonSOLE
79466L302CRMSALESFORCE INC$27.7M0.21%116,874CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$27.6M0.21%411,262CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$27.1M0.20%48,173CommonSOLE
722304102PDDPDD HOLDINGS INC$27.0M0.20%204,356CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$26.9M0.20%399,063CommonSOLE
580135101MCDMCDONALDS CORP$26.7M0.20%87,921CommonSOLE
65339F101NEENEXTERA ENERGY INC$26.0M0.19%344,548CommonSOLE
254687106DISDISNEY WALT CO$25.9M0.19%226,240CommonSOLE
00206R102TAT&T INC$25.7M0.19%911,610CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$24.9M0.19%51,364CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$24.9M0.19%253,823CommonSOLE
N07059210ASMLASML HOLDING N V$24.8M0.19%25,581CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$24.6M0.18%108,034CommonSOLE
594972408MSTRSTRATEGY INC$24.6M0.18%76,287CommonSOLE
98389B100XELXCEL ENERGY INC$24.5M0.18%304,103CommonSOLE
617446448MSMORGAN STANLEY$24.3M0.18%153,143CommonSOLE
95040Q104WELLWELLTOWER INC$23.4M0.18%131,489CommonSOLE
172967424CCITIGROUP INC$23.4M0.18%230,457CommonSOLE
81762P102NOWSERVICENOW INC$23.4M0.17%25,388CommonSOLE
36828A101GEVGE VERNOVA INC$23.4M0.17%37,986CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$23.3M0.17%530,517CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$23.2M0.17%477,013CommonSOLE
009066101ABNBAIRBNB INC$23.2M0.17%190,806CommonSOLE
032095101APHAMPHENOL CORP NEW$23.2M0.17%187,081CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$22.5M0.17%45,029CommonSOLE
693718108PCARPACCAR INC$22.4M0.17%227,710CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$22.4M0.17%266,050CommonSOLE
778296103ROSTROSS STORES INC$22.1M0.17%144,910CommonSOLE
74340W103PLDPROLOGIS INC.$22.0M0.17%192,468CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$22.0M0.16%1,127,770CommonSOLE
98138H101WDAYWORKDAY INC$21.6M0.16%89,884CommonSOLE
025816109AXPAMERICAN EXPRESS CO$21.6M0.16%65,097CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$21.2M0.16%136,333CommonSOLE
30161N101EXCEXELON CORP$21.0M0.16%467,505CommonSOLE
78409V104SPGIS&P GLOBAL INC$20.5M0.15%42,136CommonSOLE
285512109EAELECTRONIC ARTS INC$20.4M0.15%100,987CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$20.3M0.15%105,552CommonSOLE
217204106CPRTCOPART INC$20.2M0.15%448,197CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$19.6M0.15%205,018CommonSOLE
23804L103DDOGDATADOG INC$19.3M0.14%135,208CommonSOLE
45168D104IDXXIDEXX LABS INC$19.2M0.14%30,051CommonSOLE
704326107PAYXPAYCHEX INC$19.1M0.14%150,981CommonSOLE
872540109TJXTJX COS INC NEW$19.0M0.14%131,542CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$18.9M0.14%193,780CommonSOLE
040413205ANETARISTA NETWORKS INC$18.4M0.14%126,346CommonSOLE
05464C101AXONAXON ENTERPRISE INC$18.2M0.14%25,369CommonSOLE
22160N109CSGPCOSTAR GROUP INC$18.2M0.14%215,694CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$17.9M0.13%72,416CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$17.8M0.13%68,891CommonSOLE
548661107LOWLOWES COS INC$17.8M0.13%70,823CommonSOLE
701094104PHPARKER-HANNIFIN CORP$17.6M0.13%23,280CommonSOLE
717081103PFEPFIZER INC$17.4M0.13%681,017CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$16.9M0.13%79,477CommonSOLE
743315103PGRPROGRESSIVE CORP$16.7M0.12%67,502CommonSOLE
097023105BABOEING CO$16.6M0.12%77,033CommonSOLE
907818108UNPUNION PAC CORP$16.4M0.12%69,291CommonSOLE
739128106POWLPOWELL INDS INC$16.2M0.12%53,170CommonSHARED
G5960L103MDTMEDTRONIC PLC$16.0M0.12%168,306CommonSOLE
09290D101BLKBLACKROCK INC$16.0M0.12%13,736CommonSOLE
235851102DHRDANAHER CORPORATION$16.0M0.12%80,594CommonSOLE
09260D107BXBLACKSTONE INC$15.9M0.12%92,826CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$15.7M0.12%244,937CommonSOLE
863667101SYKSTRYKER CORPORATION$15.6M0.12%42,290CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$15.4M0.12%230,207CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$15.2M0.11%55,391CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$15.2M0.11%106,299CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$14.9M0.11%59,083CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$14.7M0.11%134,144CommonSOLE
29444U700EQIXEQUINIX INC$14.7M0.11%18,777CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$14.7M0.11%195,597CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14.7M0.11%87,054CommonSOLE
244199105DEDEERE & CO$14.5M0.11%31,748CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$14.4M0.11%41,216CommonSOLE
046353108AZNNASTRAZENECA PLC$14.2M0.11%185,132CommonSOLE
20825C104COPCONOCOPHILLIPS$14.2M0.11%149,594CommonSOLE
H1467J104CBCHUBB LIMITED$14.1M0.11%50,085CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14.1M0.11%553,755CommonSOLE
98980G102ZSZSCALER INC$13.9M0.10%46,417CommonSOLE
74762E102QUREQUANTA SVCS INC$13.9M0.10%33,490CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$13.8M0.10%306,115CommonSOLE
12572Q105CMECME GROUP INC$13.8M0.10%50,977CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13.5M0.10%71,823CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$13.2M0.10%146,000CommonSOLE
02209S103MOALTRIA GROUP INC$13.1M0.10%199,009CommonSOLE
291011104EMREMERSON ELEC CO$12.9M0.10%98,532CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$12.8M0.10%103,402CommonSOLE
651639106NEMNEWMONT CORP$12.7M0.10%150,963CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$12.7M0.10%62,954CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$12.6M0.09%25,203CommonSOLE
500754106KHCKRAFT HEINZ CO$12.3M0.09%471,471CommonSOLE
842587107SOSOUTHERN CO$12.2M0.09%128,633CommonSOLE
770700102HOODROBINHOOD MKTS INC$12.0M0.09%83,766CommonSOLE
252131107DXCMDEXCOM INC$11.8M0.09%175,982CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$11.8M0.09%84,069CommonSOLE
253868103DLRDIGITAL RLTY TR INC$11.8M0.09%68,007CommonSOLE
192422103CGNXCOGNEX CORP$11.5M0.09%254,288CommonSHARED
88579Y101MMM3M CO$11.3M0.08%72,719CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$11.2M0.08%26,638CommonSOLE
G0403H108AONAON PLC$11.1M0.08%31,209CommonSOLE
58155Q103MCKMCKESSON CORP$11.1M0.08%14,373CommonSOLE
126650100CVSCVS HEALTH CORP$11.1M0.08%146,795CommonSOLE
45687V106IRINGERSOLL RAND INC$10.9M0.08%132,519CommonSOLE
682189105ONON SEMICONDUCTOR CORP$10.9M0.08%220,748CommonSOLE
443201108HWMHOWMET AEROSPACE INC$10.9M0.08%55,392CommonSOLE
29364G103ETRENTERGY CORP NEW$10.9M0.08%116,575CommonSOLE
94106L109WMWASTE MGMT INC DEL$10.7M0.08%48,434CommonSOLE
929160109VMCVULCAN MATLS CO$10.7M0.08%34,634CommonSOLE
969457100WMBWILLIAMS COS INC$10.5M0.08%165,469CommonSOLE
125523100CITHE CIGNA GROUP$10.5M0.08%36,359CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$10.4M0.08%30,115CommonSOLE
12504L109CBRECBRE GROUP INC$10.3M0.08%65,343CommonSOLE
756109104OREALTY INCOME CORP$10.3M0.08%169,839CommonSOLE
902973304USBUS BANCORP DEL$10.2M0.08%211,205CommonSOLE
48251W104KKRKKR & CO INC$10.0M0.07%77,027CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$9.9M0.07%49,223CommonSOLE
654106103NKENIKE INC$9.5M0.07%136,628CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$9.5M0.07%36,418CommonSHARED
46438F101IBITISHARES BITCOIN TRUST ETF$9.5M0.07%146,050CommonSOLE
22822V101CCICROWN CASTLE INC$9.5M0.07%98,044CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$9.4M0.07%36,049CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$9.4M0.07%28,971CommonSOLE
88339J105TTDTHE TRADE DESK INC$9.3M0.07%189,786CommonSOLE
98978V103ZTSZOETIS INC$8.9M0.07%60,670CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8.9M0.07%25,987CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$8.8M0.07%81,207CommonSOLE
26875P101EOGEOG RES INC$8.7M0.07%77,750CommonSOLE
615369105MCOMOODYS CORP$8.7M0.07%18,244CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8.7M0.06%26,807CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.6M0.06%107,824CommonSOLE
89832Q109TFCTRUIST FINL CORP$8.5M0.06%185,824CommonSOLE
46284V101IRMIRON MTN INC DEL$8.4M0.06%82,878CommonSOLE
219350105GLWCORNING INC$8.4M0.06%102,567CommonSOLE
337738108FISVFISERV INC$8.4M0.06%64,970CommonSOLE
049468101TEAMATLASSIAN CORPORATION$8.4M0.06%52,321CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.4M0.06%28,922CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8.3M0.06%13,581CommonSOLE
40412C101HCAHCA HEALTHCARE INC$8.3M0.06%19,363CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8.3M0.06%46,378CommonSOLE
12514G108CDWCDW CORP$8.2M0.06%51,596CommonSOLE
887389104TKRTIMKEN CO$8.2M0.06%108,650CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$8.1M0.06%286,869CommonSOLE
G87052109TELTE CONNECTIVITY PLC$8.1M0.06%36,892CommonSOLE
09062X103BIIBBIOGEN INC$8.0M0.06%57,301CommonSOLE
91913Y100VLOVALERO ENERGY CORP$8.0M0.06%47,084CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$7.9M0.06%25,645CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.9M0.06%94,194CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$7.8M0.06%30,238CommonSOLE
46432F842IEFAISHARES TR$7.8M0.06%89,600CommonSOLE
925652109VICIVICI PPTYS INC$7.8M0.06%239,287CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.8M0.06%198,510CommonSOLE
65473P105NINISOURCE INC$7.8M0.06%179,632CommonSOLE
92840M102VSTVISTRA CORP$7.7M0.06%39,101CommonSOLE
718546104PSXPHILLIPS 66$7.6M0.06%56,059CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$7.6M0.06%25,298CommonSOLE
001055102AFLAFLAC INC$7.5M0.06%67,374CommonSOLE
077347300BELFBBEL FUSE INC$7.5M0.06%52,896CommonSHARED
502431109LHXL3HARRIS TECHNOLOGIES INC$7.5M0.06%24,397CommonSOLE
075887109BDXBECTON DICKINSON & CO$7.4M0.06%39,656CommonSOLE
816851109SRESEMPRA$7.3M0.05%81,690CommonSOLE
880779103TEXTEREX CORP NEW$7.2M0.05%139,808CommonSHARED
69351T106PPLPPL CORP$7.1M0.05%191,794CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$7.1M0.05%91,488CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$7.1M0.05%21,005CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7.1M0.05%25,332CommonSOLE
278865100ECLECOLAB INC$7.1M0.05%25,790CommonSOLE
37045V100GMGENERAL MTRS CO$7.1M0.05%115,631CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$7.0M0.05%52,506CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6.9M0.05%115,977CommonSOLE
806857108SLBSCHLUMBERGER LTD$6.9M0.05%200,233CommonSOLE
25746U109DDOMINION ENERGY INC$6.9M0.05%112,337CommonSOLE
009158106APDAIR PRODS & CHEMS INC$6.8M0.05%25,242CommonSOLE
501044101KRKROGER CO$6.8M0.05%100,268CommonSOLE
78473E103SPXCSPX TECHNOLOGIES INC$6.7M0.05%35,637CommonSHARED
G25508105CRHCRH PLC$6.6M0.05%55,359CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$6.6M0.05%14,494CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$6.6M0.05%184,765CommonSOLE
00187Y100APGAPI GROUP CORP$6.6M0.05%191,246CommonSHARED
92276F100VTRVENTAS INC$6.5M0.05%93,563CommonSOLE
345370860FFORD MTR CO$6.5M0.05%546,068CommonSOLE
56585A102MPCMARATHON PETE CORP$6.5M0.05%33,825CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6.5M0.05%45,980CommonSOLE
59156R108METMETLIFE INC$6.5M0.05%78,529CommonSOLE
465741106ITRIITRON INC$6.4M0.05%51,206CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$6.2M0.05%78,930CommonSOLE
01741R102ATIATI INC$6.2M0.05%76,016CommonSHARED
23331A109DHID R HORTON INC$6.2M0.05%36,348CommonSOLE
22052L104CTVACORTEVA INC$6.1M0.05%90,740CommonSOLE
893641100TDGTRANSDIGM GROUP INC$6.1M0.05%4,649CommonSOLE
053332102AZOAUTOZONE INC$6.1M0.05%1,418CommonSOLE
443510607HUBBHUBBELL INC$6.1M0.05%14,126CommonSOLE
278642103EBAYEBAY INC.$6.0M0.05%66,341CommonSOLE
03076C106AMPAMERIPRISE FINL INC$6.0M0.05%12,272CommonSOLE
76155X100RVMDREVOLUTION MEDICINES INC$5.9M0.04%126,921CommonSHARED
31428X106FDXFEDEX CORP$5.9M0.04%25,129CommonSOLE
042068205ARMARM HOLDINGS PLC$5.8M0.04%41,343CommonSOLE
682680103OKEONEOK INC NEW$5.8M0.04%79,351CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5.8M0.04%36,900CommonSOLE
231021106CMICUMMINS INC$5.7M0.04%13,475CommonSOLE
760759100RSGREPUBLIC SVCS INC$5.6M0.04%24,611CommonSOLE
03073E105CORCENCORA INC$5.6M0.04%18,007CommonSOLE
020002101ALLALLSTATE CORP$5.6M0.04%25,905CommonSOLE
451107106IDAIDACORP INC$5.6M0.04%42,028CommonSHARED
988498101YUMYUM BRANDS INC$5.5M0.04%36,363CommonSOLE
871829107SYYSYSCO CORP$5.5M0.04%67,062CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5.5M0.04%22,467CommonSOLE
87612E106TGTTARGET CORP$5.5M0.04%61,401CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5.5M0.04%65,409CommonSOLE
670837103OGEOGE ENERGY CORP$5.4M0.04%116,330CommonSHARED
184496107CLHCLEAN HARBORS INC$5.3M0.04%22,874CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$5.2M0.04%26,854CommonSOLE
911363109URIUNITED RENTALS INC$5.2M0.04%5,413CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5.1M0.04%77,994CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$5.0M0.04%96,561CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$5.0M0.04%32,871CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.0M0.04%17,739CommonSHARED
29476L107EQREQUITY RESIDENTIAL$4.9M0.04%75,983CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$4.9M0.04%36,794CommonSOLE
247361702DALDELTA AIR LINES INC DEL$4.8M0.04%85,171CommonSOLE
031100100AMEAMETEK INC$4.8M0.04%25,589CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$4.7M0.04%25,724CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$4.7M0.04%36,857CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.7M0.04%45,200CommonSOLE
958102105WDCWESTERN DIGITAL CORP$4.7M0.03%38,831CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$4.6M0.03%37,159CommonSOLE
46266C105IQVIQVIA HLDGS INC$4.6M0.03%24,049CommonSOLE
69331C108PCGPG&E CORP$4.5M0.03%299,597CommonSOLE
852234103XYZBLOCK INC$4.5M0.03%62,376CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$4.5M0.03%49,652CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4.5M0.03%23,103CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.5M0.03%57,341CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.4M0.03%25,772CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.4M0.03%48,351CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$4.4M0.03%49,268CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.4M0.03%178,981CommonSOLE
209115104EDCONSOLIDATED EDISON INC$4.4M0.03%43,701CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$4.4M0.03%30,805CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4.3M0.03%37,699CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$4.2M0.03%12,163CommonSOLE
857477103STTSTATE STR CORP$4.2M0.03%36,328CommonSOLE
87612G101TRGPTARGA RES CORP$4.2M0.03%24,951CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$4.2M0.03%167,966CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4.2M0.03%87,869CommonSOLE
H2906T109GRMNGARMIN LTD$4.1M0.03%16,613CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4.1M0.03%91,788CommonSOLE
372303206GMABGENMAB A/S$4.0M0.03%132,043CommonSHARED
143658300CCL1EURCARNIVAL CORP$4.0M0.03%139,690CommonSOLE
084423102WRBBERKLEY W R CORP$4.0M0.03%52,240CommonSOLE
629377508NRGNRG ENERGY INC$4.0M0.03%24,533CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4.0M0.03%66,313CommonSOLE
631103108NDAQNASDAQ INC$4.0M0.03%44,699CommonSOLE
370334104GISGENERAL MLS INC$3.9M0.03%78,258CommonSOLE
526057104LENLENNAR CORP$3.9M0.03%31,185CommonSOLE
49177J102KVUEKENVUE INC$3.9M0.03%241,756CommonSOLE
670346105NUENUCOR CORP$3.9M0.03%28,694CommonSOLE
929740108WABWABTEC$3.9M0.03%19,281CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3.8M0.03%53,599CommonSOLE
46187W107INVHINVITATION HOMES INC$3.8M0.03%129,618CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.8M0.03%15,965CommonSOLE
98419M100XYLXYLEM INC$3.8M0.03%25,513CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$3.7M0.03%38,730CommonSOLE
761152107RMDRESMED INC$3.7M0.03%13,539CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.6M0.03%63,881CommonSOLE
233331107DTEDTE ENERGY CO$3.5M0.03%25,045CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3.5M0.03%201,506CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$3.4M0.03%34,947CommonSHARED
745867101PHMPULTE GROUP INC$3.4M0.03%25,831CommonSOLE
444859102HUMHUMANA INC$3.4M0.03%13,017CommonSOLE
55354G100MSCIMSCI INC$3.3M0.03%5,887CommonSOLE
294429105EFXEQUIFAX INC$3.3M0.02%12,983CommonSOLE
665859104NTRSNORTHERN TR CORP$3.3M0.02%24,537CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3.3M0.02%23,605CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$3.3M0.02%18,730CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.3M0.02%83,563CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$3.3M0.02%83,821CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$3.3M0.02%61,147CommonSOLE
40434L105HPQHP INC$3.2M0.02%119,285CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.2M0.02%122,626CommonSOLE
30040W108ESEVERSOURCE ENERGY$3.2M0.02%45,449CommonSOLE
49446R109KIMKIMCO RLTY CORP$3.2M0.02%147,765CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$3.2M0.02%36,561CommonSOLE
29084Q100EMEEMCOR GROUP INC$3.2M0.02%4,914CommonSOLE
337932107FEFIRSTENERGY CORP$3.2M0.02%68,833CommonSOLE
876030107TPRTAPESTRY INC$3.1M0.02%27,744CommonSOLE
N5749R1002GHMERUS N V$3.1M0.02%33,134CommonSHARED
71377A103PFGCPERFORMANCE FOOD GROUP CO$3.1M0.02%29,785CommonSHARED
25179M103DVNDEVON ENERGY CORP NEW$3.1M0.02%87,964CommonSOLE
03940C100ACLXGBXARCELLX INC$3.0M0.02%36,809CommonSHARED
64110D104NTAPNETAPP INC$3.0M0.02%25,369CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.0M0.02%12,592CommonSOLE
69370C100PTCPTC INC$3.0M0.02%14,625CommonSOLE
G8473T100STESTERIS PLC$3.0M0.02%11,997CommonSOLE
26884L109EQTEQT CORP$3.0M0.02%54,214CommonSOLE
406216101HALHALLIBURTON CO$2.9M0.02%118,095CommonSOLE
049560105ATOATMOS ENERGY CORP$2.9M0.02%16,787CommonSOLE
670703107NUVLNUVALENT INC$2.9M0.02%33,007CommonSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2.8M0.02%41,097CommonSOLE
92338C103VLTOVERALTO CORP$2.8M0.02%26,287CommonSOLE
023608102AEEAMEREN CORP$2.8M0.02%26,708CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$2.8M0.02%144,406CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$2.8M0.02%26,022CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2.8M0.02%12,927CommonSOLE
281020107EIXEDISON INTL$2.8M0.02%49,845CommonSOLE
336433107FSLRFIRST SOLAR INC$2.7M0.02%12,410CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.7M0.02%26,460CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.7M0.02%160,480CommonSOLE
303250104FICOFAIR ISAAC CORP$2.7M0.02%1,783CommonSOLE
466313103JBLJABIL INC$2.7M0.02%12,284CommonSOLE
55261F104MTBM & T BK CORP$2.7M0.02%13,458CommonSOLE
693506107PPGPPG INDS INC$2.6M0.02%25,163CommonSOLE
969904101WSMWILLIAMS SONOMA INC$2.6M0.02%13,398CommonSOLE
125896100CMSCMS ENERGY CORP$2.6M0.02%35,474CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2.6M0.02%13,588CommonSOLE
427866108HSYHERSHEY CO$2.6M0.02%13,699CommonSOLE
384802104GWWGRAINGER W W INC$2.6M0.02%2,688CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$2.6M0.02%56,661CommonSHARED
37940X102GPNGLOBAL PMTS INC$2.5M0.02%30,643CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.5M0.02%13,344CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$2.5M0.02%24,520CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$2.5M0.02%78,285CommonSOLE
902653104UDRUDR INC$2.5M0.02%66,794CommonSOLE
115236101BROBROWN & BROWN INC$2.5M0.02%26,270CommonSOLE
30161Q104EXELEXELIXIS INC$2.4M0.02%59,259CommonSHARED
127097103CTRACOTERRA ENERGY INC$2.4M0.02%103,235CommonSOLE
896239100TRMBTRIMBLE INC$2.4M0.02%29,824CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.4M0.02%3,862CommonSOLE
15135B101CNCCENTENE CORP DEL$2.4M0.02%68,210CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.4M0.02%24,681CommonSOLE
29273V100ETENERGY TRANSFER L P$2.4M0.02%141,614CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$2.4M0.02%29,085CommonSOLE
493267108KEYKEYCORP$2.4M0.02%128,821CommonSOLE
42704L104HRIHERC HLDGS INC$2.4M0.02%20,183CommonSHARED
518439104ELLAUDER ESTEE COS INC$2.3M0.02%26,603CommonSOLE
007973100AEISADVANCED ENERGY INDS$2.3M0.02%13,715CommonSHARED
07725L102ONCBEONE MEDICINES LTD$2.3M0.02%6,771CommonSHARED
372460105GPCGENUINE PARTS CO$2.3M0.02%16,578CommonSOLE
260003108DOVDOVER CORP$2.3M0.02%13,741CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2.3M0.02%15,024CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.2M0.02%27,111CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.2M0.02%13,714CommonSOLE
256746108DLTRDOLLAR TREE INC$2.2M0.02%23,716CommonSOLE
65249B109NWSANEWS CORP NEW$2.2M0.02%72,662CommonSOLE
G3265R107APTVAPTIV PLC$2.2M0.02%25,721CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2.2M0.02%46,614CommonSOLE
172062101CINFCINCINNATI FINL CORP$2.2M0.02%13,668CommonSOLE
34959J108FTVFORTIVE CORP$2.2M0.02%43,929CommonSOLE
260557103DOWDOW INC$2.1M0.02%93,473CommonSOLE
758849103REGREGENCY CTRS CORP$2.1M0.02%29,146CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.1M0.02%15,175CommonSOLE
883203101TXTTEXTRON INC$2.1M0.02%24,979CommonSOLE
125269100CFCF INDS HLDGS INC$2.1M0.02%23,479CommonSOLE
98887Q104ZLABZAI LAB LTD$2.1M0.02%62,067CommonSHARED
668771108GENGEN DIGITAL INC$2.1M0.02%73,954CommonSOLE
101121101BXPBXP INC$2.1M0.02%27,961CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.1M0.02%38,608CommonSOLE
297178105ESSESSEX PPTY TR INC$2.0M0.02%7,604CommonSOLE
487836108KKELLANOVA$2.0M0.02%24,651CommonSOLE
45166A102IDYAIDEAYA BIOSCIENCES INC$2.0M0.02%74,269CommonSHARED
902494103TSNTYSON FOODS INC$2.0M0.02%37,100CommonSOLE
380237107GDDYGODADDY INC$2.0M0.01%14,444CommonSOLE
30034W106EVRGEVERGY INC$1.9M0.01%25,479CommonSOLE
058498106BALLBALL CORP$1.9M0.01%37,746CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.9M0.01%14,125CommonSOLE
45257U108IMNMIMMUNOME INC$1.9M0.01%162,186CommonSHARED
858119100STLDSTEEL DYNAMICS INC$1.9M0.01%13,531CommonSOLE
880770102TERTERADYNE INC$1.9M0.01%13,583CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.8M0.01%1,942CommonSOLE
52490G102LEGNLEGEND BIOTECH CORP$1.8M0.01%54,543CommonSHARED
574599106MASMASCO CORP$1.8M0.01%25,263CommonSOLE
G0250X107AMCRAMCOR PLC$1.8M0.01%215,371CommonSOLE
579780206MKCMCCORMICK & CO INC$1.7M0.01%25,850CommonSOLE
436440101HO1HOLOGIC INC$1.7M0.01%25,298CommonSOLE
87164F105SNDXSYNDAX PHARMACEUTICALS INC$1.7M0.01%110,066CommonSHARED
86627T108SMMTSUMMIT THERAPEUTICS INC$1.7M0.01%80,284CommonSHARED
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.6M0.01%26,630CommonSOLE
189054109CLXCLOROX CO DEL$1.6M0.01%13,261CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.6M0.01%13,336CommonSOLE
018802108LNTALLIANT ENERGY CORP$1.6M0.01%24,183CommonSOLE
92556V106VTRSVIATRIS INC$1.6M0.01%164,174CommonSOLE
35137L105FOXAFOX CORP$1.6M0.01%25,629CommonSOLE
941848103WATWATERS CORP$1.6M0.01%5,200CommonSOLE
G7S00T104PNRPENTAIR PLC$1.5M0.01%13,926CommonSOLE
071813109BAXBAXTER INTL INC$1.5M0.01%67,444CommonSOLE
775711104ROLROLLINS INC$1.5M0.01%26,132CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$1.5M0.01%12,357CommonSOLE
04016X101ARGXARGENX SE$1.5M0.01%2,031CommonSHARED
866674104SUISUN CMNTYS INC$1.5M0.01%11,534CommonSOLE
92936U109WPCWP CAREY INC$1.4M0.01%21,158CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$1.4M0.01%29,045CommonSOLE
540424108LLOEWS CORP$1.4M0.01%13,682CommonSOLE
133131102CPTCAMDEN PPTY TR$1.4M0.01%12,842CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$1.4M0.01%48,908CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.4M0.01%10,889CommonSOLE
45784P101PODDINSULET CORP$1.4M0.01%4,402CommonSOLE
61945C103MOSMOSAIC CO NEW$1.3M0.01%38,488CommonSOLE
681919106OMCOMNICOM GROUP INC$1.3M0.01%16,366CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$1.3M0.01%4,456CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1.3M0.01%53,751CommonSOLE
G491BT108IVZINVESCO LTD$1.3M0.01%56,779CommonSOLE
19240Q201COGTCOGENT BIOSCIENCES INC$1.3M0.01%89,923CommonSHARED
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.3M0.01%26,028CommonSOLE
15102K100CELCCELCUITY INC$1.3M0.01%25,790CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$1.2M0.01%26,481CommonSOLE
156944100CGONCG ONCOLOGY INC$1.2M0.01%30,225CommonSHARED
G8267P108SWSMURFIT WESTROCK PLC$1.2M0.01%28,163CommonSOLE
45337C102INCYINCYTE CORP$1.2M0.01%14,044CommonSOLE
00130H105AESAES CORP$1.2M0.01%90,475CommonSOLE
23282W605CYTKCYTOKINETICS INC$1.2M0.01%21,584CommonSHARED
98954M200ZZILLOW GROUP INC$1.2M0.01%15,336CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.2M0.01%2,563CommonSHARED
681936100OHIOMEGA HEALTHCARE INVS INC$1.2M0.01%27,241CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$1.1M0.01%55,988CommonSOLE
G4705A100ICLRICON PLC$1.1M0.01%6,429CommonSHARED

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.