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Swiss Life Asset Management Ltd

Q2 2015 · 13F-HR

Swiss Life Asset Management Ltdholdings as filed

Filed 2025-12-29 · accession 0001172661-25-005307

$2.85B
Reported value
285
Positions
2015-06-30
Period end
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The Brief · Swiss Life Asset Management Ltd · Q2 2015

AI · grounded in 13F

Swiss Life Asset Management Ltd closed its position in Lorillard Inc, reducing exposure by $1.89M. The fund also exited positions in Pepco Holdings Inc and ISRG, while trimming holdings in AAPL and SPY. On the buy side, the fund increased its stake in USMV by 35.58% and EEM by 34.22%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287234EEMISHARES TR$736.9M25.8%18,600,000CALLSOLE
464287234EEMISHARES TR$566.6M19.9%14,300,000PUTSOLE
464287234EEMISHARES TR$172.1M6.04%4,345,000CommonSOLE
037833100AAPLAPPLE INC$53.3M1.87%424,638CommonSOLE
30231G102XOMEXXON MOBIL CORP$53.2M1.87%639,171CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$37.9M1.33%183,880CommonSOLE
478160104JNJJOHNSON & JOHNSON$35.9M1.26%368,412CommonSOLE
594918104MSFTMICROSOFT CORP$29.8M1.05%675,710CommonSOLE
58933Y105MRKMERCK & CO INC NEW$24.7M0.87%433,343CommonSOLE
742718109PGPROCTER & GAMBLE CO$23.1M0.81%295,129CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$22.4M0.79%330,542CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$22.3M0.78%395,972CommonSOLE
717081103PFEPFIZER INC$21.8M0.76%648,972CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$21.1M0.74%340,966CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$18.4M0.64%260,434CommonSOLE
438516106HONHONEYWELL INTL INC$18.2M0.64%178,913CommonSOLE
172967424CCITIGROUP INC$18.1M0.64%328,078CommonSOLE
369604103GEGENERAL ELECTRIC CO$17.8M0.63%671,479CommonSOLE
254687106DISDISNEY WALT CO$17.4M0.61%152,408CommonSOLE
437076102HDHOME DEPOT INC$17.4M0.61%156,258CommonSOLE
46429B697USMVISHARES TR$17.1M0.60%424,500CommonSOLE
74005P104PXGBXPRAXAIR INC$16.3M0.57%136,704CommonSOLE
060505104BACBANK AMER CORP$15.4M0.54%906,897CommonSOLE
031162100AMGNAMGEN INC$15.4M0.54%100,334CommonSOLE
458140100INTCINTEL CORP$14.9M0.52%488,506CommonSOLE
902973304USBUS BANCORP DEL$14.7M0.52%339,598CommonSOLE
74340W103PLDPROLOGIS INC$14.7M0.51%395,234CommonSOLE
375558103GILDGILEAD SCIENCES INC$14.6M0.51%124,460CommonSOLE
38259P508GOOGLE INC$14.5M0.51%26,916CommonSOLE
30303M102METAFACEBOOK INC$14.4M0.50%167,479CommonSOLE
20030N101CMCSACOMCAST CORP NEW$14.3M0.50%237,310CommonSOLE
38259P706GOOGLE INC$14.2M0.50%27,348CommonSOLE
747525103QCOMQUALCOMM INC$13.8M0.48%220,226CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$13.7M0.48%149,720CommonSOLE
713448108PEPPEPSICO INC$13.7M0.48%146,564CommonSOLE
913017109UTXZUNITED TECHNOLOGIES CORP$13.6M0.48%122,533CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$13.2M0.46%101,517CommonSOLE
59156R108METMETLIFE INC$13.2M0.46%235,235CommonSOLE
654106103NKENIKE INC$12.7M0.44%117,225CommonSOLE
075887109BDXBECTON DICKINSON & CO$12.5M0.44%88,544CommonSOLE
57636Q104MAMASTERCARD INC$12.5M0.44%133,904CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$12.5M0.44%59,678CommonSOLE
025537101AEPAMERICAN ELEC PWR INC$12.4M0.44%234,886CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$12.2M0.43%70,269CommonSOLE
88579Y101MMM3M CO$12.1M0.42%78,482CommonSOLE
235851102DHRDANAHER CORP DEL$12.0M0.42%140,228CommonSOLE
370334104GISGENERAL MLS INC$11.6M0.41%208,433CommonSOLE
17275R102CSCOCISCO SYS INC$11.2M0.39%406,729CommonSOLE
806857108SLBSCHLUMBERGER LTD$11.1M0.39%129,261CommonSOLE
68389X105ORCLORACLE CORP$11.0M0.39%274,161CommonSOLE
02209S103MOALTRIA GROUP INC$10.9M0.38%223,651CommonSOLE
023135106AMZNAMAZON COM INC$10.7M0.37%24,572CommonSOLE
907818108UNPUNION PAC CORP$10.5M0.37%109,598CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.2M0.36%127,738CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.1M0.36%74,513CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.1M0.35%61,918CommonSOLE
69351T106PPLPPL CORP$9.5M0.33%321,021CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9.4M0.33%77,319CommonSOLE
92826C839VVISA INC$9.4M0.33%139,408CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9.3M0.33%74,593CommonSOLE
151020104CELGCELGENE CORP$9.3M0.32%80,031CommonSOLE
85590A401STARWOOD HOTELS&RESORTS WRLD$9.1M0.32%112,525CommonSOLE
260543103DOW CHEM CO$9.1M0.32%178,228CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9.1M0.32%113,548CommonSOLE
882508104TXNTEXAS INSTRS INC$9.0M0.32%175,348CommonSOLE
263534109DU PONT E I DE NEMOURS & CO$8.9M0.31%139,195CommonSOLE
00287Y109ABBVABBVIE INC$8.9M0.31%132,214CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$8.9M0.31%133,341CommonSOLE
278865100ECLECOLAB INC$8.9M0.31%78,386CommonSOLE
887317303TWXCHFTIME WARNER INC$8.6M0.30%98,293CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8.2M0.29%175,118CommonSOLE
166764100CVXCHEVRON CORP NEW$8.1M0.28%84,091CommonSOLE
126650100CVSCVS HEALTH CORP$8.0M0.28%76,543CommonSOLE
609207105MDLZMONDELEZ INTL INC$8.0M0.28%194,686CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.9M0.28%107,028CommonSOLE
693718108PCARPACCAR INC$7.9M0.28%123,514CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.8M0.28%100,960CommonSOLE
09062X103BIIBBIOGEN INC$7.7M0.27%19,059CommonSOLE
354613101BENFRANKLIN RES INC$7.0M0.25%143,213CommonSOLE
097023105BABOEING CO$6.8M0.24%48,874CommonSOLE
09247X101BLKCHFBLACKROCK INC$6.8M0.24%19,563CommonSOLE
90130A101TWENTY FIRST CENTY FOX INC$6.8M0.24%207,722CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6.7M0.23%53,913CommonSOLE
126408103CSXCSX CORP$6.5M0.23%197,789CommonSOLE
015351109ALXNALEXION PHARMACEUTICALS INC$6.0M0.21%33,098CommonSOLE
00206R102TAT&T INC$5.8M0.20%162,159CommonSOLE
962166104WYWEYERHAEUSER CO$5.7M0.20%182,095CommonSOLE
571903202MARMARRIOTT INTL INC NEW$5.6M0.20%75,504CommonSOLE
674599105OXYOCCIDENTAL PETE CORP DEL$5.5M0.19%70,964CommonSOLE
20825C104COPCONOCOPHILLIPS$5.3M0.19%86,598CommonSOLE
580135101MCDMCDONALDS CORP$5.2M0.18%54,926CommonSOLE
855244109SBUXSTARBUCKS CORP$5.2M0.18%97,241CommonSOLE
701094104PHPARKER HANNIFIN CORP$5.2M0.18%44,343CommonSOLE
26875P101EOGEOG RES INC$5.0M0.18%57,583CommonSOLE
171232101CHUBB CORP$4.9M0.17%51,034CommonSOLE
191216100KOCOCA COLA CO$4.8M0.17%122,211CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$4.6M0.16%48,002CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.1M0.14%42,442CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.1M0.14%42,406CommonSOLE
703395103PDCOEURPATTERSON COMPANIES INC$4.0M0.14%81,421CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$3.6M0.13%111,523CommonSOLE
189054109CLXCLOROX CO DEL$3.3M0.12%31,673CommonSOLE
931142103WMTWAL-MART STORES INC$3.3M0.12%46,314CommonSOLE
904311107UAAUNDER ARMOUR INC$3.2M0.11%38,656CommonSOLE
H0023R105ACE LTD$3.0M0.10%29,079CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.6M0.09%91,599CommonSOLE
G0692U109AXSAXIS CAPITAL HOLDINGS LTD$2.4M0.08%44,993CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.3M0.08%124,385CommonSOLE
74460D109PSAPUBLIC STORAGE$2.2M0.08%12,164CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$2.2M0.08%13,596CommonSOLE
071813109BAXBAXTER INTL INC$2.2M0.08%30,871CommonSOLE
29476L107EQREQUITY RESIDENTIAL$2.2M0.08%30,634CommonSOLE
847560109SPECTRA ENERGY CORP$2.1M0.08%65,825CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.1M0.07%50,630CommonSOLE
05534B760BCEBCE INC$2.1M0.07%49,731CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.1M0.07%32,311CommonSOLE
494368103KMBKIMBERLY CLARK CORP$2.1M0.07%19,663CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.1M0.07%42,306CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$2.1M0.07%57,957CommonSOLE
816851109SRESEMPRA ENERGY$2.0M0.07%20,242CommonSOLE
30040W108ESEVERSOURCE ENERGY$2.0M0.07%43,323CommonSOLE
380956409GOLDCORP INC NEW$1.9M0.07%117,826CommonSOLE
00817Y108AETNA INC NEW$1.8M0.06%14,357CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$1.8M0.06%14,969CommonSOLE
036752103ELVANTHEM INC$1.6M0.06%9,777CommonSOLE
61945C103MOSMOSAIC CO NEW$1.5M0.05%31,350CommonSOLE
464286632EISISHARES$1.4M0.05%27,560CommonSOLE
40412C101HCAHCA HOLDINGS INC$1.3M0.05%14,209CommonSOLE
46434V696IPACISHARES TR$1.3M0.04%25,000CommonSOLE
780259107R6C2ROYAL DUTCH SHELL PLC$1.2M0.04%21,659CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.2M0.04%16,826CommonSOLE
125509109CIGNA CORPORATION$1.2M0.04%7,401CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$1.2M0.04%11,363CommonSOLE
03073E105CORAMERISOURCEBERGEN CORP$1.2M0.04%10,896CommonSOLE
976657106WISCONSIN ENERGY CORP$1.1M0.04%25,218CommonSOLE
712704105PBCTEURPEOPLES UNITED FINANCIAL INC$1.0M0.04%62,983CommonSOLE
826552101SIGMA ALDRICH CORP$1.0M0.04%7,255CommonSOLE
307000109FAMILY DLR STORES INC$1.0M0.04%12,765CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$997,0560.03%23,985CommonSOLE
532457108LLYLILLY ELI & CO$959,3840.03%11,491CommonSOLE
26138E109DR PEPPER SNAPPLE GROUP INC$954,8440.03%13,098CommonSOLE
704326107PAYXPAYCHEX INC$929,9120.03%19,836CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$927,1190.03%24,150CommonSOLE
G98290102XL GROUP PLC$918,9520.03%24,703CommonSOLE
941848103WATWATERS CORP$916,8900.03%7,142CommonSOLE
46429B408EPHEISHARES TR$896,5880.03%23,288CommonSOLE
053332102AZOAUTOZONE INC$892,3120.03%1,338CommonSOLE
256677105DGDOLLAR GEN CORP NEW$882,0380.03%11,346CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$874,1930.03%9,031CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$859,3770.03%17,822CommonSOLE
681919106OMCOMNICOM GROUP INC$854,7270.03%12,300CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$853,3740.03%32,860CommonSOLE
92276F100VTRVENTAS INC$844,6980.03%13,591CommonSOLE
149123101CATCATERPILLAR INC DEL$821,2270.03%9,682CommonSOLE
760759100RSGREPUBLIC SVCS INC$810,5220.03%20,672CommonSOLE
534187109LNCLINCOLN NATL CORP IND$799,9440.03%13,508CommonSOLE
25490A309DIRECTV$796,6950.03%8,586CommonSOLE
37045V100GMGENERAL MTRS CO$795,4200.03%23,865CommonSOLE
958102105WDCWESTERN DIGITAL CORP$739,6570.03%9,432CommonSOLE
464286624THDISHARES$719,9540.03%9,669CommonSOLE
441060100HOSPIRA INC$718,8170.03%8,103CommonSOLE
774341101ROCKWELL COLLINS INC$713,8660.03%7,730CommonSOLE
209115104EDCONSOLIDATED EDISON INC$696,9330.02%12,041CommonSOLE
302445101FLIRFLIR SYS INC$692,6800.02%22,475CommonSOLE
30219G108EXPRESS SCRIPTS HLDG CO$687,3280.02%7,728CommonSOLE
002824100ABTABBOTT LABS$673,4760.02%13,722CommonSOLE
501044101KRKROGER CO$673,4000.02%9,287CommonSOLE
12572Q105CMECME GROUP INC$671,2420.02%7,213CommonSOLE
134429109CPBCAMPBELL SOUP CO$668,5770.02%14,031CommonSOLE
91529Y106UNMUNUM GROUP$643,5360.02%18,001CommonSOLE
743315103PGRPROGRESSIVE CORP OHIO$642,9560.02%23,103CommonSOLE
959802109WUWESTERN UN CO$641,3710.02%31,548CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$638,5980.02%7,850CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$631,1350.02%4,673CommonSOLE
337738108FISVFISERV INC$630,9160.02%7,617CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$630,0450.02%20,897CommonSOLE
364760108GAPGAP INC DEL$613,5830.02%16,075CommonSOLE
78355W106RYDEX ETF TRUST$598,5000.02%7,500CommonSOLE
92939U106WECWEC ENERGY GROUP INC$590,3210.02%13,127CommonSOLE
87422J105TALEN ENERGY CORP$582,2390.02%33,930CommonSOLE
464287200IVVISHARES TR$559,4940.02%2,700CommonSOLE
464286640ECHISHARES$553,5790.02%14,522CommonSOLE
756577102RHT1EURRED HAT INC$550,5680.02%7,251CommonSOLE
98978V103ZTSZOETIS INC$546,4290.02%11,332CommonSOLE
086516101BBYBEST BUY INC$539,6960.02%16,550CommonSOLE
98462Y100YRIYAMANA GOLD INC$525,8130.02%174,416CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$524,4860.02%6,270CommonSOLE
87612E106TGTTARGET CORP$519,4120.02%6,363CommonSOLE
724479100PBIPITNEY BOWES INC$514,6730.02%24,732CommonSOLE
80004C101SNDKSANDISK CORP$513,1510.02%8,814CommonSOLE
46429B309EIDOISHARES TR$511,6630.02%22,083CommonSOLE
744320102PRUPRUDENTIAL FINL INC$505,1650.02%5,772CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$501,6130.02%3,530CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$488,9860.02%1,778CommonSOLE
12673P105CA INC$486,8880.02%16,623CommonSOLE
231021106CMICUMMINS INC$486,8460.02%3,711CommonSOLE
58155Q103MCKMCKESSON CORP$484,4660.02%2,155CommonSOLE
714046109RVTYPERKINELMER INC$477,9190.02%9,079CommonSOLE
36467W109GMEGAMESTOP CORP NEW$476,1260.02%11,083CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$473,1200.02%8,243CommonSOLE
55616P104MMACYS INC$469,8610.02%6,964CommonSOLE
891906109TSSTOTAL SYS SVCS INC$456,7130.02%10,934CommonSOLE
637071101NOVEURNATIONAL OILWELL VARCO INC$453,9950.02%9,401CommonSOLE
501797104LBEURL BRANDS INC$449,9970.02%5,249CommonSOLE
651639106NEMNEWMONT MINING CORP$447,0170.02%19,136CommonSOLE
87901J105TGNATEGNA INC$444,5540.02%13,862CommonSOLE
285512109EAELECTRONIC ARTS INC$442,6240.02%6,656CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$436,9340.02%6,258CommonSOLE
020002101ALLALLSTATE CORP$425,9360.01%6,566CommonSOLE
461202103INTUINTUIT$414,1650.01%4,110CommonSOLE
372460105GPCGENUINE PARTS CO$407,0030.01%4,546CommonSOLE
469814107JECUSDJACOBS ENGR GROUP INC DEL$399,7820.01%9,842CommonSOLE
651229106NWLNEWELL RUBBERMAID INC$399,1870.01%9,706CommonSOLE
29250N105ENBENBRIDGE INC$398,6830.01%8,513CommonSOLE
56585A102MPCMARATHON PETE CORP$396,9280.01%7,588CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$396,1610.01%22,382CommonSOLE
631103108NDAQNASDAQ OMX GROUP INC$394,7260.01%8,087CommonSOLE
29444U700EQIXEQUINIX INC$391,4140.01%1,541CommonSOLE
881609101TESORO CORP$390,7340.01%4,629CommonSOLE
464286400EWZISHARES$389,2090.01%11,877CommonSOLE
482480100KLACKLA-TENCOR CORP$386,5560.01%6,877CommonSOLE
291011104EMREMERSON ELEC CO$381,6360.01%6,885CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$366,4700.01%4,340CommonSOLE
075896100BBBYEURBED BATH & BEYOND INC$363,2490.01%5,266CommonSOLE
74251V102PFGPRINCIPAL FINL GROUP INC$360,0560.01%7,020CommonSOLE
761713106REYNOLDS AMERICAN INC$354,3120.01%4,745CommonSOLE
464286780EZAISHARES$353,2450.01%5,398CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$353,2000.01%4,015CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$348,4190.01%683CommonSOLE
615369105MCOMOODYS CORP$346,8750.01%3,213CommonSOLE
464286822EWWISHARES$345,9150.01%6,057CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$344,9650.01%2,422CommonSOLE
460146103IPINTL PAPER CO$342,1720.01%7,190CommonSOLE
540424108LLOEWS CORP$337,8480.01%8,773CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$334,0340.01%17,553CommonSOLE
832696405SJMSMUCKER J M CO$333,9030.01%3,080CommonSOLE
548661107LOWLOWES COS INC$326,6130.01%4,877CommonSOLE
811065101SNISCRIPPS NETWORKS INTERACT IN$325,4120.01%4,978CommonSOLE
G97822103PRGOPERRIGO CO PLC$319,2010.01%1,727CommonSOLE
172908105CTASCINTAS CORP$314,8440.01%3,722CommonSOLE
G3157S106ENSCO PLC$312,1680.01%14,012CommonSOLE
665859104NTRSNORTHERN TR CORP$311,2690.01%4,071CommonSOLE
833034101SNASNAP ON INC$310,2190.01%1,948CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$306,6410.01%2,643CommonSOLE
891027104TMKTORCHMARK CORP$304,9560.01%5,238CommonSOLE
50076Q106KRAFT FOODS GROUP INC$301,3100.01%3,539CommonSOLE
34988V106FOSLFOSSIL GROUP INC$295,3350.01%4,258CommonSOLE
G5785G107MNKEURMALLINCKRODT PUB LTD CO$289,9440.01%2,463CommonSOLE
37950E200GXGUSDGLOBAL X FDS$288,9260.01%27,053CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$288,5260.01%1,673CommonSOLE
172062101CINFCINCINNATI FINL CORP$287,8320.01%5,736CommonSOLE
500255104KSSKOHLS CORP$284,4370.01%4,543CommonSOLE
418056107HASHASBRO INC$277,3960.01%3,709CommonSOLE
580645109MCGRAW HILL FINL INC$265,7910.01%2,646CommonSOLE
755111507RTN1USDRAYTHEON CO$259,9630.01%2,717CommonSOLE
74762E102QUREQUANTA SVCS INC$259,5530.01%9,006CommonSOLE
617446448MSMORGAN STANLEY$257,8760.01%6,648CommonSOLE
G27823106DELPHI AUTOMOTIVE PLC$253,0580.01%2,974CommonSOLE
256746108DLTRDOLLAR TREE INC$251,8990.01%3,189CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$249,8420.01%1,575CommonSOLE
26483E100DUN & BRADSTREET CORP DEL NE$248,5140.01%2,037CommonSOLE
554382101MACMACERICH CO$243,1960.01%3,260CommonSOLE
855030102SPLSSTAPLES INC$239,8160.01%15,664CommonSOLE
806407102HSICSCHEIN HENRY INC$239,4720.01%1,685CommonSOLE
277432100EMNEASTMAN CHEM CO$236,9510.01%2,896CommonSOLE
249030107DENTSPLY INTL INC NEW$230,6350.01%4,474CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$229,1200.01%5,833CommonSOLE
336433107FSLRFIRST SOLAR INC$228,7930.01%4,870CommonSOLE
05329W102ANAUTONATION INC$225,1540.01%3,575CommonSOLE
412822108HOGHARLEY DAVIDSON INC$221,2300.01%3,926CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$220,2060.01%3,098CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$219,6510.01%2,110CommonSOLE
260003108DOVDOVER CORP$219,0320.01%3,121CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$218,1940.01%2,426CommonSOLE
778296103ROSTROSS STORES INC$217,7730.01%4,480CommonSOLE
13342B105CAMERON INTERNATIONAL CORP$216,9690.01%4,143CommonSOLE
369550108GDGENERAL DYNAMICS CORP$216,0770.01%1,525CommonSOLE
64110L106NFLXNETFLIX INC$213,5060.01%325CommonSOLE
693656100PVHPVH CORP$211,0460.01%1,832CommonSOLE
143130102KMXCARMAX INC$210,6140.01%3,181CommonSOLE
H2906T109GRMNGARMIN LTD$204,2310.01%4,649CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS INC$201,3110.01%1,843CommonSOLE
608190104MHKMOHAWK INDS INC$201,0180.01%1,053CommonSOLE
37247D106GNWGENWORTH FINL INC$159,6290.01%21,087CommonSOLE
984121103XRXXEROX CORP$117,1340.00%10,998CommonSOLE

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.