MondegarAI
XPONANCE LLC

Q1 2026 · 13F-HR

XPONANCE LLCholdings as filed

Filed 2026-05-13 · accession 0001172661-26-001769

$14.07B
Reported value
1,686
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · XPONANCE LLC · Q1 2026

AI · grounded in 13F

XPONANCE LLC increased its position in CVX by 22.6%, marking its largest share accumulation of the period. The fund also grew its holdings in XOM by 15.5% and JNJ by 14.1%. Overall, the fund expanded its portfolio to 1,686 positions, adding 1,629 new holdings while reducing 112. Total assets under management stood at $14.07B.

Holdings as filed

First 500 of 1686

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.15B8.21%6,621,785CommonSOLE
037833100AAPLAPPLE INC$1.03B7.29%4,041,577CommonSOLE
594918104MSFTMICROSOFT CORP$763.0M5.42%2,061,291CommonSOLE
023135106AMZNAMAZON COM INC$509.6M3.62%2,447,014CommonSOLE
02079K305GOOGLALPHABET INC$420.2M2.99%1,461,105CommonSOLE
11135F101AVGOBROADCOM INC$405.4M2.88%1,309,795CommonSOLE
02079K107GOOGALPHABET INC$342.0M2.43%1,192,125CommonSOLE
30303M102METAMETA PLATFORMS INC$332.5M2.36%581,141CommonSOLE
88160R101TSLATESLA INC$291.8M2.07%784,836CommonSOLE
532457108LLYELI LILLY & CO$208.6M1.48%226,843CommonSOLE
92826C839VVISA INC$144.8M1.03%478,928CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$144.3M1.03%490,494CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$137.4M0.98%286,653CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$130.4M0.93%130,896CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$117.4M0.83%234,972CommonSOLE
64110L106NFLXNETFLIX INC.$116.7M0.83%1,213,341CommonSOLE
30231G102XOMEXXON MOBIL CORP$115.6M0.82%681,406CommonSOLE
478160104JNJJOHNSON & JOHNSON$114.4M0.81%468,181CommonSOLE
00287Y109ABBVABBVIE INC$111.3M0.79%511,945CommonSOLE
931142103WMTWALMART INC$102.6M0.73%825,346CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$89.9M0.64%614,573CommonSOLE
437076102HDHOME DEPOT INC$84.3M0.60%256,172CommonSOLE
369604301GEGE AEROSPACE$81.9M0.58%288,585CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$80.8M0.57%397,117CommonSOLE
512807306LRCXLAM RESEARCH CORP$79.6M0.57%372,353CommonSOLE
191216100KOCOCA COLA CO$73.2M0.52%962,521CommonSOLE
68389X105ORCLORACLE CORP$71.2M0.51%484,313CommonSOLE
595112103MUMICRON TECHNOLOGY INC$70.5M0.50%208,786CommonSOLE
166764100CVXCHEVRON CORPORATION$66.6M0.47%321,737CommonSOLE
36828A101GEVGE VERNOVA INC$65.3M0.46%74,782CommonSOLE
060505104BACBANK AMERICA CORP$61.2M0.44%1,255,705CommonSOLE
17275R102CSCOCISCO SYS INC$60.9M0.43%784,497CommonSOLE
149123101CATCATERPILLAR INC$60.6M0.43%85,474CommonSOLE
742718109PGPROCTER & GAMBLE CO$59.4M0.42%411,442CommonSOLE
038222105AMATAPPLIED MATLS INC$58.5M0.42%171,238CommonSOLE
58933Y105MRKMERCK & CO INC$56.9M0.40%473,091CommonSOLE
482480100KLACKLA CORP$55.7M0.40%37,807CommonSOLE
031162100AMGNAMGEN INC$48.4M0.34%137,623CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$46.4M0.33%54,823CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$46.0M0.33%169,906CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$45.6M0.32%98,870CommonSOLE
949746101WMT2WELLS FARGO & CO$45.4M0.32%570,189CommonSOLE
G54950103LINLINDE PLC$44.9M0.32%90,474CommonSOLE
713448108PEPPEPSICO INC$44.2M0.31%284,892CommonSOLE
75513E101RTXRTX CORPORATION$43.0M0.31%222,666CommonSOLE
032095101APHAMPHENOL CORP$42.5M0.30%336,264CommonSOLE
718172109PMPHILIP MORRIS INTL INC$42.4M0.30%256,699CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$42.1M0.30%173,582CommonSOLE
580135101MCDMCDONALDS CORP$41.2M0.29%132,496CommonSOLE
872540109TJXTJX COS INC NEW$41.2M0.29%257,798CommonSOLE
882508104TXNTEXAS INSTRS INC$40.5M0.29%208,862CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$40.5M0.29%563,681CommonSOLE
172967424CCITIGROUP INC$39.7M0.28%350,296CommonSOLE
00206R102TAT&T INC$38.9M0.28%1,343,151CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$38.7M0.27%770,557CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$38.0M0.27%9,029CommonSOLE
040413205ANETARISTA NETWORKS INC$37.4M0.27%304,400CommonSOLE
375558103GILDGILEAD SCIENCES INC$37.2M0.26%266,931CommonSOLE
458140100INTCINTEL CORP$36.4M0.26%823,766CommonSOLE
79466L302CRMSALESFORCE INC$36.3M0.26%194,423CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$35.8M0.25%223,232CommonSOLE
025816109AXPAMERICAN EXPRESS CO$34.9M0.25%115,460CommonSOLE
58155Q103MCKMCKESSON CORP$34.5M0.25%39,862CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$34.0M0.24%362,174CommonSOLE
617446448MSMORGAN STANLEY$34.0M0.24%206,534CommonSOLE
65339F101NEENEXTERA ENERGY INC$33.8M0.24%364,244CommonSOLE
461202103INTUINTUIT$33.5M0.24%77,540CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$33.5M0.24%68,124CommonSOLE
81762P102NOWSERVICENOW INC$33.4M0.24%319,384CommonSOLE
032654105ADIANALOG DEVICES INC$32.5M0.23%102,235CommonSOLE
002824100ABTABBOTT LABORATORIES$32.2M0.23%313,787CommonSOLE
254687106DISDISNEY WALT CO$32.0M0.23%331,881CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$31.6M0.22%70,714CommonSOLE
717081103PFEPFIZER INC$30.4M0.22%1,083,790CommonSOLE
00724F101ADBEADOBE INC$29.7M0.21%122,115CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$28.9M0.21%476,542CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$28.8M0.20%73,780CommonSOLE
03831W108APPAPPLOVIN CORP$27.6M0.20%69,449CommonSOLE
747525103QCOMQUALCOMM INC$27.3M0.19%211,841CommonSOLE
907818108UNPUNION PAC CORP$27.2M0.19%112,151CommonSOLE
097023105BABOEING CO$26.9M0.19%135,299CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$26.8M0.19%64,348CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$26.4M0.19%43,603CommonSOLE
20825C104COPCONOCOPHILLIPS$26.2M0.19%198,473CommonSOLE
443201108HWMHOWMET AEROSPACE INC$26.2M0.19%113,598CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$26.1M0.19%104,085CommonSOLE
95040Q104WELLWELLTOWER INC$25.8M0.18%130,694CommonSOLE
244199105DEDEERE & CO$25.8M0.18%45,849CommonSOLE
G29183103ETNEATON CORP PLC$25.5M0.18%71,430CommonSOLE
09290D101BLKBLACKROCK INC$25.1M0.18%26,055CommonSOLE
78409V104SPGIS&P GLOBAL INC$25.0M0.18%58,796CommonSOLE
94106L109WMWASTE MGMT INC DEL$24.8M0.18%107,971CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$24.8M0.18%125,117CommonSOLE
03027X100AMTAMERICAN TOWER CORP$24.5M0.17%141,976CommonSOLE
548661107LOWLOWES COS INC$24.2M0.17%102,561CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$24.2M0.17%119,198CommonSOLE
438516106HONHONEYWELL INTL INC$24.0M0.17%106,202CommonSOLE
651639106NEMNEWMONT CORP$23.8M0.17%220,285CommonSOLE
09260D107BXBLACKSTONE INC$23.4M0.17%203,535CommonSOLE
863667101SYKSTRYKER CORPORATION$23.4M0.17%71,131CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$23.0M0.16%82,636CommonSOLE
743315103PGRPROGRESSIVE CORP$22.6M0.16%113,847CommonSOLE
74340W103PLDPROLOGIS INC.$22.2M0.16%168,256CommonSOLE
235851102DHRDANAHER CORP DEL$22.0M0.16%116,054CommonSOLE
H1467J104CBCHUBB LTD SWITZ$21.7M0.15%66,689CommonSOLE
31428X106FDXFEDEX CORP$21.5M0.15%60,461CommonSOLE
02209S103MOALTRIA GROUP INC$21.3M0.15%323,450CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$21.0M0.15%227,946CommonSOLE
74762E102QUREQUANTA SVCS INC$20.7M0.15%37,665CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$20.6M0.15%173,430CommonSOLE
701094104PHPARKER-HANNIFIN CORP$20.4M0.14%22,764CommonSOLE
G5960L103MDTMEDTRONIC PLC$20.3M0.14%234,541CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$20.1M0.14%110,380CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$20.0M0.14%65,646CommonSOLE
615369105MCOMOODYS CORP$19.8M0.14%45,341CommonSOLE
969457100WMBWILLIAMS COS INC$19.7M0.14%270,907CommonSOLE
219350105GLWCORNING INC$19.6M0.14%143,947CommonSOLE
855244109SBUXSTARBUCKS CORP$19.5M0.14%217,776CommonSOLE
40412C101HCAHCA HEALTHCARE INC$19.5M0.14%41,227CommonSOLE
902973304USBUS BANCORP$19.4M0.14%372,203CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$19.3M0.14%226,515CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$19.2M0.14%59,916CommonSOLE
12572Q105CMECME GROUP INC$19.1M0.14%64,766CommonSOLE
842587107SOSOUTHERN CO$19.1M0.14%197,563CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$19.0M0.13%68,947CommonSOLE
871607107SNPSSYNOPSYS INC$18.9M0.13%47,548CommonSOLE
G0403H108AONAON PLC$18.8M0.13%58,330CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$18.5M0.13%141,630CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$18.5M0.13%294,885CommonSOLE
20030N101CMCSACOMCAST CORP NEW$18.4M0.13%640,129CommonSOLE
872590104TMUST-MOBILE US INC$18.1M0.13%86,221CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$18.1M0.13%85,457CommonSOLE
571903202MARMARRIOTT INTL INC NEW$18.0M0.13%55,133CommonSOLE
052769106ADSKAUTODESK INC$18.0M0.13%75,114CommonSOLE
87612G101TRGPTARGA RES CORP$17.8M0.13%71,124CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$17.5M0.12%62,620CommonSOLE
958102105WDCWESTERN DIGITAL CORP$17.3M0.12%63,879CommonSOLE
03073E105CORCENCORA INC$17.2M0.12%54,678CommonSOLE
29444U700EQIXEQUINIX INC$17.1M0.12%17,493CommonSOLE
172908105CTASCINTAS CORP$17.1M0.12%101,119CommonSOLE
126650100CVSCVS HEALTH CORP$16.7M0.12%231,972CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$16.7M0.12%89,286CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$16.6M0.12%283,086CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16.6M0.12%229,389CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$16.4M0.12%94,647CommonSOLE
25809K105DASHDOORDASH INC$16.3M0.12%108,474CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$15.9M0.11%121,661CommonSOLE
59156R108METMETLIFE INC$15.9M0.11%224,717CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$15.8M0.11%60,545CommonSOLE
231021106CMICUMMINS INC$15.7M0.11%29,194CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15.7M0.11%99,628CommonSOLE
88579Y101MMM3M CO$15.6M0.11%107,722CommonSOLE
893641100TDGTRANSDIGM GROUP INC$15.4M0.11%13,273CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$15.3M0.11%35,242CommonSOLE
91913Y100VLOVALERO ENERGY CORP$15.3M0.11%61,803CommonSOLE
009066101ABNBAIRBNB INC$15.2M0.11%120,530CommonSOLE
18915M107NETCLOUDFLARE INC$15.1M0.11%73,174CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$15.0M0.11%21,986CommonSOLE
45168D104IDXXIDEXX LABS INC$15.0M0.11%26,638CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$14.9M0.11%443,660CommonSOLE
020002101ALLALLSTATE CORP$14.9M0.11%71,662CommonSOLE
125523100CITHE CIGNA GROUP$14.7M0.10%55,108CommonSOLE
98978V103ZTSZOETIS INC$14.4M0.10%122,176CommonSOLE
92840M102VSTVISTRA CORP$14.3M0.10%95,230CommonSOLE
278865100ECLECOLAB INC$14.3M0.10%53,679CommonSOLE
34959E109FTNTFORTINET INC$14.2M0.10%173,912CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$14.1M0.10%67,849CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$14.1M0.10%12,887CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$14.0M0.10%48,040CommonSOLE
369550108GDGENERAL DYNAMICS CORP$14.0M0.10%40,655CommonSOLE
806857108SLBSLB LIMITED$13.9M0.10%271,326CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$13.9M0.10%18,013CommonSOLE
778296103ROSTROSS STORES INC$13.8M0.10%63,652CommonSOLE
37045V100GMGENERAL MTRS CO$13.7M0.10%184,556CommonSOLE
464287200IVVISHARES TR$13.7M0.10%21,019CommonSOLE
126408103CSXCSX CORP$13.7M0.10%333,776CommonSOLE
22052L104CTVACORTEVA INC$13.7M0.10%163,341CommonSOLE
384802104GWWWW GRAINGER INC$13.7M0.10%12,517CommonSOLE
311900104FASTFASTENAL CO$13.6M0.10%294,117CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$13.3M0.09%27,441CommonSOLE
291011104EMREMERSON ELEC CO$13.1M0.09%100,052CommonSOLE
609207105MDLZMONDELEZ INTL INC$13.1M0.09%226,463CommonSOLE
199908104FIXCOMFORT SYS USA INC$13.0M0.09%9,416CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$12.8M0.09%130,487CommonSOLE
87612E106TGTTARGET CORP$12.8M0.09%105,630CommonSOLE
718546104PSXPHILLIPS 66$12.8M0.09%70,272CommonSOLE
816851109SRESEMPRA$12.8M0.09%131,590CommonSOLE
26875P101EOGEOG RES INC$12.6M0.09%87,482CommonSOLE
56585A102MPCMARATHON PETE CORP$12.4M0.09%50,680CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$12.3M0.09%123,871CommonSOLE
48251W104KKRKKR & CO INC$12.3M0.09%132,476CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$12.3M0.09%93,477CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$12.2M0.09%41,518CommonSOLE
G25508105CRHCRH PLC$12.1M0.09%115,240CommonSOLE
12504L109CBRECBRE GROUP INC$12.0M0.09%88,772CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$11.8M0.08%105,807CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11.7M0.08%365,309CommonSOLE
833445109SNOWSNOWFLAKE INC$11.7M0.08%77,461CommonSOLE
053332102AZOAUTOZONE INC$11.6M0.08%3,448CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$11.5M0.08%70,359CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11.5M0.08%418,523CommonSOLE
146869102CVNACARVANA CO$11.5M0.08%36,552CommonSOLE
80004C200SNDKSANDISK CORP$11.5M0.08%18,068CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$11.4M0.08%39,248CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$11.4M0.08%39,730CommonSOLE
654106103NKENIKE INC$11.3M0.08%213,506CommonSOLE
69331C108PCGPG&E CORP$11.3M0.08%640,672CommonSOLE
03076C106AMPAMERIPRISE FINL INC$11.1M0.08%24,983CommonSOLE
911363109URIUNITED RENTALS INC$11.1M0.08%15,193CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10.9M0.08%31,648CommonSOLE
16411R208LNGCHENIERE ENERGY INC$10.9M0.08%38,293CommonSOLE
253868103DLRDIGITAL RLTY TR INC$10.8M0.08%59,905CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10.8M0.08%38,090CommonSOLE
23804L103DDOGDATADOG INC$10.7M0.08%90,670CommonSOLE
693718108PCARPACCAR INC$10.7M0.08%92,561CommonSOLE
756109104OREALTY INCOME CORP$10.4M0.07%170,622CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$10.4M0.07%170,454CommonSOLE
247361702DALDELTA AIR LINES INC$10.4M0.07%155,832CommonSOLE
001055102AFLAFLAC INC$10.2M0.07%93,330CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$10.2M0.07%149,764CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$10.1M0.07%46,515CommonSOLE
30161N101EXCEXELON CORP$10.0M0.07%203,918CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$9.9M0.07%29,871CommonSOLE
171779309CIENCIENA CORP$9.9M0.07%25,441CommonSOLE
89832Q109TFCTRUIST FINL CORP$9.8M0.07%214,244CommonSOLE
770700102HOODROBINHOOD MKTS INC$9.8M0.07%141,332CommonSOLE
031100100AMEAMETEK INC$9.7M0.07%45,463CommonSOLE
285512109EAELECTRONIC ARTS INC$9.7M0.07%47,353CommonSOLE
682680103OKEONEOK INC NEW$9.6M0.07%106,627CommonSOLE
25746U109DDOMINION ENERGY INC$9.6M0.07%155,895CommonSOLE
501044101KRKROGER CO$9.6M0.07%132,573CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$9.5M0.07%24,376CommonSOLE
29364G103ETRENTERGY CORP NEW$9.5M0.07%84,862CommonSOLE
760759100RSGREPUBLIC SVCS INC$9.3M0.07%42,381CommonSOLE
988498101YUMYUM BRANDS INC$9.2M0.07%59,384CommonSOLE
55024U109LITELUMENTUM HLDGS INC$9.2M0.07%13,031CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$9.1M0.06%120,951CommonSOLE
629377508NRGNRG ENERGY INC$9.0M0.06%61,893CommonSOLE
871829107SYYSYSCO CORP$9.0M0.06%126,300CommonSOLE
55354G100MSCIMSCI INC$9.0M0.06%16,638CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$8.9M0.06%65,781CommonSOLE
05464C101AXONAXON ENTERPRISE INC$8.9M0.06%20,871CommonSOLE
857477103STTSTATE STR CORP$8.8M0.06%69,882CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8.8M0.06%37,903CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$8.6M0.06%449,975CommonSOLE
278642103EBAYEBAY INC.$8.6M0.06%94,480CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.5M0.06%31,232CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$8.4M0.06%105,038CommonSOLE
631103108NDAQNASDAQ INC$8.4M0.06%99,082CommonSOLE
G6683N103NUNU HLDGS LTD$8.3M0.06%579,996CommonSOLE
345370860FFORD MTR CO$8.3M0.06%720,035CommonSOLE
880770102TERTERADYNE INC$8.3M0.06%28,023CommonSOLE
929740108WABWABTEC$8.3M0.06%33,116CommonSOLE
670346105NUENUCOR CORP$8.2M0.06%48,754CommonSOLE
771049103RBLXROBLOX CORP$8.2M0.06%144,219CommonSOLE
98389B100XELXCEL ENERGY INC$8.1M0.06%102,383CommonSOLE
209115104EDCONSOLIDATED EDISON INC$8.1M0.06%71,854CommonSOLE
876030107TPRTAPESTRY INC$8.0M0.06%56,911CommonSOLE
075887109BDXBECTON DICKINSON & CO$8.0M0.06%50,985CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8.0M0.06%141,613CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$7.9M0.06%16,682CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$7.9M0.06%40,062CommonSOLE
217204106CPRTCOPART INC$7.9M0.06%236,585CommonSOLE
457669307INSMINSMED INC$7.8M0.06%47,852CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$7.7M0.05%94,807CommonSOLE
98138H101WDAYWORKDAY INC$7.7M0.05%58,891CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.6M0.05%21,206CommonSOLE
744320102PRUPRUDENTIAL FINL INC$7.6M0.05%77,802CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$7.5M0.05%115,483CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.5M0.05%160,745CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$7.5M0.05%115,441CommonSOLE
773121108RKLBROCKET LAB CORP$7.4M0.05%115,492CommonSOLE
29084Q100EMEEMCOR GROUP INC$7.3M0.05%9,935CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$7.3M0.05%162,025CommonSOLE
303250104FICOFAIR ISAAC CORP$7.3M0.05%6,841CommonSOLE
745867101PHMPULTE GROUP INC$7.1M0.05%59,971CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$7.0M0.05%19,897CommonSOLE
92276F100VTRVENTAS INC$7.0M0.05%85,506CommonSOLE
19247G107COHRCOHERENT CORP$7.0M0.05%29,276CommonSOLE
466313103JBLJABIL INC$7.0M0.05%26,184CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$6.9M0.05%39,674CommonSOLE
852234103XYZBLOCK INC$6.9M0.05%114,420CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$6.9M0.05%136,468CommonSOLE
143658300CCL1EURCARNIVAL CORP$6.8M0.05%263,414CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$6.8M0.05%44,674CommonSOLE
H2906T109GRMNGARMIN LTD$6.8M0.05%29,309CommonSOLE
464287622IWBISHARES TR$6.8M0.05%19,070CommonSOLE
22822V101CCICROWN CASTLE INC$6.8M0.05%83,497CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6.8M0.05%147,943CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6.8M0.05%58,322CommonSOLE
962166104WYWEYERHAEUSER CO$6.7M0.05%276,024CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6.7M0.05%148,553CommonSOLE
252131107DXCMDEXCOM INC$6.7M0.05%106,088CommonSOLE
761152107RMDRESMED INC$6.6M0.05%29,429CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6.5M0.05%67,860CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$6.5M0.05%33,278CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$6.4M0.05%69,777CommonSOLE
704326107PAYXPAYCHEX INC$6.4M0.05%69,325CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$6.4M0.05%33,639CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.4M0.05%103,638CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$6.3M0.05%27,191CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6.3M0.04%240,328CommonSOLE
G87052109TELTE CONNECTIVITY PLC$6.3M0.04%30,170CommonSOLE
26884L109EQTEQT CORP$6.3M0.04%98,967CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6.3M0.04%65,255CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$6.2M0.04%4,943CommonSOLE
925652109VICIVICI PPTYS INC$6.2M0.04%225,841CommonSOLE
337738108FISVFISERV INC$6.2M0.04%110,525CommonSOLE
464287689IWVISHARES TR$6.2M0.04%16,599CommonSOLE
125269100CFCF INDUSTRIES HOLD$6.1M0.04%47,017CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$6.1M0.04%30,657CommonSOLE
632307104NTRANATERA INC$6.0M0.04%30,181CommonSOLE
941848103WATWATERS CORP$6.0M0.04%20,267CommonSOLE
929160109VMCVULCAN MATLS CO$6.0M0.04%22,162CommonSOLE
23331A109DHID R HORTON INC$6.0M0.04%43,889CommonSOLE
427866108HSYHERSHEY CO$6.0M0.04%28,930CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$6.0M0.04%24,504CommonSOLE
260557103DOWDOW HLDGS INC$6.0M0.04%143,806CommonSOLE
55261F104MTBM & T BK CORP$6.0M0.04%28,946CommonSOLE
049560105ATOATMOS ENERGY CORP$6.0M0.04%32,212CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$5.9M0.04%54,263CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5.9M0.04%10,043CommonSOLE
45687V106IRINGERSOLL RAND INC$5.9M0.04%73,669CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$5.9M0.04%30,038CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$5.9M0.04%80,653CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$5.9M0.04%374,449CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.8M0.04%51,134CommonSOLE
30040W108ESEVERSOURCE ENERGY$5.8M0.04%83,899CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5.8M0.04%242,912CommonSOLE
46284V101IRMIRON MTN INC DEL$5.7M0.04%55,989CommonSOLE
464287614IWFISHARES TR$5.7M0.04%13,403CommonSOLE
922475108VEEVVEEVA SYS INC$5.7M0.04%32,523CommonSOLE
50212V100LPLALPL FINL HLDGS INC$5.7M0.04%18,963CommonSOLE
122017106BURLBURLINGTON STORES INC$5.7M0.04%17,455CommonSOLE
233331107DTEDTE ENERGY CO$5.7M0.04%38,707CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5.7M0.04%79,424CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$5.6M0.04%28,480CommonSOLE
98419M100XYLXYLEM INC$5.6M0.04%46,653CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.5M0.04%33,819CommonSOLE
49177J102KVUEKENVUE INC$5.5M0.04%320,080CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$5.5M0.04%60,697CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5.5M0.04%19,439CommonSOLE
406216101HALHALLIBURTON CO$5.4M0.04%139,388CommonSOLE
023608102AEEAMEREN CORP$5.4M0.04%49,344CommonSOLE
219948106CPAYCORPAY INC$5.4M0.04%18,576CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5.4M0.04%33,262CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.4M0.04%70,071CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$5.4M0.04%124,744CommonSOLE
G3223R108EGEVEREST GROUP LTD$5.4M0.04%16,409CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$5.4M0.04%18,416CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$5.3M0.04%53,408CommonSOLE
260003108DOVDOVER CORP$5.3M0.04%25,604CommonSOLE
337932107FEFIRSTENERGY CORP$5.2M0.04%103,260CommonSOLE
147528103CASYCASEYS GEN STORES INC$5.2M0.04%7,131CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.2M0.04%2,979CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5.1M0.04%33,398CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$5.1M0.04%76,037CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$5.1M0.04%37,457CommonSOLE
92338C103VLTOVERALTO CORP$5.1M0.04%57,441CommonSOLE
594972408MSTRSTRATEGY INC$5.1M0.04%40,620CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5.1M0.04%107,849CommonSOLE
443510607HUBBHUBBELL INC$5.1M0.04%10,297CommonSOLE
69351T106PPLPPL CORP$5.0M0.04%132,013CommonSOLE
74624M102PEVERPURE INC$5.0M0.04%85,392CommonSOLE
574599106MASMASCO CORP$5.0M0.04%82,817CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4.9M0.03%37,110CommonSOLE
09062X103BIIBBIOGEN INC$4.9M0.03%26,456CommonSOLE
681919106OMCOMNICOM GROUP INC$4.8M0.03%64,287CommonSOLE
46266C105IQVIQVIA HLDGS INC$4.8M0.03%28,373CommonSOLE
086516101BBYBEST BUY INC$4.8M0.03%74,811CommonSOLE
281020107EIXEDISON INTL$4.7M0.03%64,381CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4.7M0.03%26,088CommonSOLE
093712107BEBLOOM ENERGY CORP$4.7M0.03%34,374CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$4.6M0.03%115,958CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$4.6M0.03%7,782CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$4.6M0.03%7,578CommonSOLE
665859104NTRSNORTHERN TR CORP$4.6M0.03%32,837CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$4.6M0.03%69,918CommonSOLE
90384S303ULTAULTA BEAUTY INC$4.6M0.03%8,747CommonSOLE
256677105DGDOLLAR GEN CORP$4.6M0.03%38,416CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$4.6M0.03%174,275CommonSOLE
775711104ROLROLLINS INC$4.5M0.03%84,627CommonSOLE
231561101CWCURTISS WRIGHT CORP$4.5M0.03%6,594CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$4.5M0.03%82,797CommonSOLE
64110D104NTAPNETAPP INC$4.4M0.03%43,278CommonSOLE
125896100CMSCMS ENERGY CORP$4.4M0.03%57,086CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4.4M0.03%24,140CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$4.4M0.03%46,872CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4.4M0.03%30,145CommonSOLE
74743L100QQNITY ELECTRONICS INC$4.3M0.03%37,621CommonSOLE
422806208HEI/AHEICO CORP NEW$4.3M0.03%20,525CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$4.3M0.03%72,110CommonSOLE
172062101CINFCINCINNATI FINL CORP$4.3M0.03%27,282CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$4.3M0.03%44,013CommonSOLE
127097103CTRACOTERRA ENERGY INC$4.3M0.03%121,506CommonSOLE
436440101HO1HOLOGIC INC$4.3M0.03%56,417CommonSOLE
682189105ONON SEMICONDUCTOR CORP$4.3M0.03%68,869CommonSOLE
22266T109CPNGCOUPANG INC$4.3M0.03%225,353CommonSOLE
65473P105NINISOURCE INC$4.2M0.03%90,762CommonSOLE
294429105EFXEQUIFAX INC$4.2M0.03%23,488CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$4.2M0.03%21,411CommonSOLE
693506107PPGPPG INDS INC$4.2M0.03%39,080CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$4.1M0.03%51,246CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$4.1M0.03%37,410CommonSOLE
526107107LIILENNOX INTL INC$4.1M0.03%8,771CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$4.1M0.03%49,072CommonSOLE
29476L107EQREQUITY RESIDENTIAL$4.0M0.03%68,459CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$4.0M0.03%11,940CommonSOLE
G8473T100STESTERIS PLC$4.0M0.03%18,105CommonSOLE
45784P101PODDINSULET CORP$4.0M0.03%19,066CommonSOLE
504922105LHLABCORP HOLDINGS INC$4.0M0.03%14,839CommonSOLE
78468R796SPYXSPDR SERIES TRUST$3.9M0.03%74,154CommonSOLE
40434L105HPQHP INC$3.9M0.03%200,908CommonSOLE
75734B100RDDTREDDIT INC$3.8M0.03%28,566CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$3.8M0.03%11,119CommonSOLE
370334104GISGENERAL MILLS INC$3.8M0.03%101,938CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$3.8M0.03%22,724CommonSOLE
90138F102TWLOTWILIO INC$3.7M0.03%29,634CommonSOLE
256746108DLTRDOLLAR TREE INC$3.7M0.03%33,698CommonSOLE
336433107FSLRFIRST SOLAR INC$3.7M0.03%18,698CommonSOLE
570535104MKLMARKEL GROUP INC$3.7M0.03%1,914CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$3.6M0.03%27,679CommonSOLE
92343E102VRSNVERISIGN INC$3.6M0.03%14,643CommonSOLE
444859102HUMHUMANA INC$3.6M0.03%20,940CommonSOLE
G87110105FTITECHNIPFMC PLC$3.6M0.03%52,047CommonSOLE
30034W106EVRGEVERGY INC$3.6M0.03%43,872CommonSOLE
018802108LNTALLIANT ENERGY CORP$3.6M0.03%49,865CommonSOLE
115236101BROBROWN & BROWN INC$3.6M0.03%54,663CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$3.5M0.03%39,354CommonSOLE
452327109ILMNILLUMINA INC$3.5M0.03%28,602CommonSOLE
540424108LLOEWS CORP$3.5M0.03%33,023CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$3.5M0.02%34,284CommonSOLE
500754106KHCKRAFT HEINZ CO$3.5M0.02%154,063CommonSOLE
832696405SJMSMUCKER J M CO$3.5M0.02%35,876CommonSOLE
29362U104ENTGENTEGRIS INC$3.5M0.02%29,480CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$3.4M0.02%22,912CommonSOLE
902494103TSNTYSON FOODS INC$3.4M0.02%53,546CommonSOLE
983793100XPOXPO INC$3.4M0.02%17,427CommonSOLE
H11356104BGBUNGE GLOBAL SA$3.4M0.02%26,634CommonSOLE
418056107HASHASBRO INC$3.4M0.02%36,194CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$3.4M0.02%45,484CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$3.3M0.02%45,224CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$3.3M0.02%45,963CommonSOLE
G3265R107APTVAPTIV PLC$3.3M0.02%47,979CommonSOLE
04626A103ALABASTERA LABS INC$3.3M0.02%30,270CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$3.3M0.02%23,131CommonSOLE
G0250X149AMCRAMCOR PLC$3.3M0.02%82,594CommonSOLE
98980G102ZSZSCALER INC$3.3M0.02%23,210CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$3.2M0.02%18,870CommonSOLE
695156109PKGPACKAGING CORP AMER$3.2M0.02%15,266CommonSOLE
084423102WRBBERKLEY W R CORP$3.2M0.02%48,868CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.2M0.02%20,823CommonSOLE
493267108KEYKEYCORP$3.2M0.02%159,880CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$3.2M0.02%86,330CommonSOLE
46982L108JJACOBS SOLUTIONS INC$3.2M0.02%25,093CommonSOLE
518439104ELLAUDER ESTEE COS INC$3.2M0.02%44,396CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$3.2M0.02%14,740CommonSOLE
69370C100PTCPTC INC$3.2M0.02%22,303CommonSOLE
833034101SNASNAP ON INC$3.2M0.02%8,706CommonSOLE
780287108RGLDROYAL GOLD INC$3.2M0.02%12,413CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$3.1M0.02%12,543CommonSOLE
366651107ITGARTNER INC$3.1M0.02%19,670CommonSOLE
278768106SATSECHOSTAR CORP$3.1M0.02%26,455CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3.1M0.02%76,531CommonSOLE
12514G108CDWCDW CORP$3.1M0.02%25,477CommonSOLE
380237107GDDYGODADDY INC$3.1M0.02%37,197CommonSOLE
34959J108FTVFORTIVE CORP$3.1M0.02%55,532CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.1M0.02%85,672CommonSOLE
896239100TRMBTRIMBLE INC$3.1M0.02%46,860CommonSOLE
053611109AVYAVERY DENNISON CORP$3.1M0.02%17,700CommonSOLE
576323109MTZMASTEC INC$3.1M0.02%9,487CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$3.0M0.02%35,720CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$3.0M0.02%20,216CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$3.0M0.02%142,873CommonSOLE
45337C102INCYINCYTE CORP$3.0M0.02%32,047CommonSOLE
912008109USFDUS FOODS HLDG CORP$3.0M0.02%32,571CommonSOLE
758849103REGREGENCY CTRS CORP$3.0M0.02%39,685CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3.0M0.02%33,061CommonSOLE
62944T105NVRNVR INC$3.0M0.02%450CommonSOLE
888787108TOSTTOAST INC$3.0M0.02%111,355CommonSOLE
526057104LENLENNAR CORP$3.0M0.02%33,984CommonSOLE
315616102FFIVF5 INC$2.9M0.02%10,170CommonSOLE
443573100HUBSHUBSPOT INC$2.9M0.02%12,010CommonSOLE
15135B101CNCCENTENE CORP DEL$2.9M0.02%89,004CommonSOLE
49446R109KIMKIMCO REALTY CORP$2.9M0.02%129,255CommonSOLE
679295105OKTAOKTA INC$2.9M0.02%36,858CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$2.9M0.02%182,426CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.9M0.02%36,006CommonSOLE
759509102RSRELIANCE INC$2.9M0.02%9,482CommonSOLE
60937P106MDBMONGODB INC$2.8M0.02%11,557CommonSOLE
70975L107PENPENUMBRA INC$2.8M0.02%8,610CommonSOLE
058498106BALLBALL CORP$2.8M0.02%47,824CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$2.8M0.02%7,137CommonSOLE
37940X102GPNGLOBAL PMTS INC$2.8M0.02%41,700CommonSOLE
92936U109WPCWP CAREY INC$2.8M0.02%40,990CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.8M0.02%22,682CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$2.7M0.02%12,918CommonSOLE
65290E101NXTNEXTPOWER INC$2.7M0.02%22,597CommonSOLE
297178105ESSESSEX PPTY TR INC$2.7M0.02%11,250CommonSOLE
G3323L100FNFABRINET$2.7M0.02%5,211CommonSOLE

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.