MondegarAI
Asset Management One Co., Ltd.

Q3 2025 · 13F-HR

Asset Management One Co., Ltd.holdings as filed

Filed 2025-10-22 · accession 0001193125-25-245770

$34.51B
Reported value
946
Positions
2025-09-30
Period end
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The Brief · Asset Management One Co., Ltd. · Q3 2025

AI · grounded in 13F

Asset Management One Co., Ltd. established a new position in IVV valued at $2.17B. The fund also initiated new stakes in NVDA for $2.04B and MSFT for $1.73B. Additional new positions include AAPL at $1.68B and AMZN at $966.4M.

Holdings as filed

First 500 of 946

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$2.17B6.28%3,236,841CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.04B5.91%10,935,989CommonSOLE
594918104MSFTMICROSOFT CORP$1.73B5.01%3,336,523CommonSOLE
037833100AAPLAPPLE INC$1.68B4.86%6,594,086CommonSOLE
023135106AMZNAMAZON COM INC$966.4M2.80%4,401,417CommonSOLE
30303M102METAMETA PLATFORMS INC$767.3M2.22%1,044,801CommonSOLE
11135F101AVGOBROADCOM INC$692.4M2.01%2,098,648CommonSOLE
02079K305GOOGLALPHABET INC$662.6M1.92%2,725,462CommonSOLE
88160R101TSLATESLA INC$591.7M1.71%1,330,410CommonSOLE
02079K107GOOGALPHABET INC$547.4M1.59%2,247,497CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$499.1M1.45%6,253,801CommonSOLE
46434G103IEMGISHARES INC$455.9M1.32%6,916,312CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$431.7M1.25%1,368,551CommonSOLE
92826C839VVISA INC$305.6M0.89%895,242CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$294.9M0.85%586,663CommonSOLE
532457108LLYELI LILLY & CO$276.6M0.80%362,579CommonSOLE
98149E303GLDMWORLD GOLD TR$261.3M0.76%3,417,965CommonSOLE
64110L106NFLXNETFLIX INC$259.8M0.75%216,658CommonSOLE
478160104JNJJOHNSON & JOHNSON$232.9M0.67%1,256,031CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$230.3M0.67%404,847CommonSOLE
68389X105ORCLORACLE CORP$227.7M0.66%809,493CommonSOLE
95040Q104WELLWELLTOWER INC$225.7M0.65%1,267,076CommonSOLE
931142103WMTWALMART INC$218.4M0.63%2,119,631CommonSOLE
437076102HDHOME DEPOT INC$216.6M0.63%534,564CommonSOLE
30231G102XOMEXXON MOBIL CORP$210.0M0.61%1,862,794CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$207.4M0.60%224,071CommonSOLE
74340W103PLDPROLOGIS INC.$204.9M0.59%1,788,960CommonSOLE
00287Y109ABBVABBVIE INC$201.5M0.58%870,132CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$191.0M0.55%239,831CommonSOLE
742718109PGPROCTER AND GAMBLE CO$178.4M0.52%1,161,096CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$177.2M0.51%971,393CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$171.1M0.50%495,547CommonSOLE
060505104BACBANK AMERICA CORP$169.3M0.49%3,280,917CommonSOLE
29444U700EQIXEQUINIX INC$150.2M0.44%191,747CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$147.1M0.43%521,180CommonSOLE
166764100CVXCHEVRON CORP NEW$146.1M0.42%940,815CommonSOLE
17275R102CSCOCISCO SYS INC$142.9M0.41%2,088,426CommonSOLE
369604301GEGE AEROSPACE$142.2M0.41%472,810CommonSOLE
191216100KOCOCA COLA CO$140.7M0.41%2,121,894CommonSOLE
718172109PMPHILIP MORRIS INTL INC$140.5M0.41%866,420CommonSOLE
149123101CATCATERPILLAR INC$138.7M0.40%290,625CommonSOLE
580135101MCDMCDONALDS CORP$129.5M0.38%426,092CommonSOLE
464288620USIGISHARES TR$126.9M0.37%2,430,935CommonSOLE
79466L302CRMSALESFORCE INC$125.8M0.36%530,627CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$116.4M0.34%620,397CommonSOLE
025816109AXPAMERICAN EXPRESS CO$115.7M0.34%348,212CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$115.2M0.33%711,968CommonSOLE
002824100ABTABBOTT LABS$115.0M0.33%858,834CommonSOLE
949746101WMT2WELLS FARGO CO NEW$113.3M0.33%1,352,029CommonSOLE
58933Y105MRKMERCK & CO INC$112.5M0.33%1,340,576CommonSOLE
253868103DLRDIGITAL RLTY TR INC$110.4M0.32%638,534CommonSOLE
756109104OREALTY INCOME CORP$110.1M0.32%1,811,255CommonSOLE
254687106DISDISNEY WALT CO$105.3M0.30%919,289CommonSOLE
00206R102TAT&T INC$103.3M0.30%3,659,348CommonSOLE
464288588MBBISHARES TR$99.7M0.29%1,048,274CommonSOLE
G54950103LINLINDE PLC$99.2M0.29%208,798CommonSOLE
81762P102NOWSERVICENOW INC$98.9M0.29%107,508CommonSOLE
031162100AMGNAMGEN INC$98.9M0.29%350,514CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$98.7M0.29%203,519CommonSOLE
464286509EWCISHARES INC$97.2M0.28%1,922,798CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$96.9M0.28%988,568CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$96.1M0.28%17,793CommonSOLE
75513E101RTXRTX CORPORATION$95.2M0.28%568,728CommonSOLE
617446448MSMORGAN STANLEY$92.4M0.27%581,325CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$92.4M0.27%2,101,701CommonSOLE
097023105BABOEING CO$92.4M0.27%427,972CommonSOLE
172967424CCITIGROUP INC$91.8M0.27%903,979CommonSOLE
713448108PEPPEPSICO INC$90.9M0.26%646,934CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$87.6M0.25%303,341CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$86.6M0.25%193,563CommonSOLE
461202103INTUINTUIT$85.2M0.25%124,802CommonSOLE
78409V104SPGIS&P GLOBAL INC$83.5M0.24%171,580CommonSOLE
438516106HONHONEYWELL INTL INC$82.8M0.24%393,235CommonSOLE
595112103MUMICRON TECHNOLOGY INC$82.0M0.24%489,873CommonSOLE
747525103QCOMQUALCOMM INC$81.2M0.24%488,160CommonSOLE
375558103GILDGILEAD SCIENCES INC$80.7M0.23%727,196CommonSOLE
512807306LRCXLAM RESEARCH CORP$80.2M0.23%598,637CommonSOLE
872540109TJXTJX COS INC NEW$79.8M0.23%551,881CommonSOLE
464286665EPPISHARES INC$78.3M0.23%1,518,559CommonSOLE
36828A101GEVGE VERNOVA INC$77.5M0.22%125,965CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$76.9M0.22%222,216CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$75.7M0.22%775,779CommonSOLE
65339F101NEENEXTERA ENERGY INC$75.6M0.22%1,001,384CommonSOLE
482480100KLACKLA CORP$75.1M0.22%69,626CommonSOLE
58733R102MELIMERCADOLIBRE INC$74.8M0.22%32,024CommonSOLE
040413205ANETARISTA NETWORKS INC$74.3M0.22%510,093CommonSOLE
882508104TXNTEXAS INSTRS INC$73.2M0.21%398,153CommonSOLE
09290D101BLKBLACKROCK INC$72.9M0.21%62,565CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$72.9M0.21%763,861CommonSOLE
03831W108APPAPPLOVIN CORP$71.0M0.21%98,814CommonSOLE
038222105AMATAPPLIED MATLS INC$70.7M0.20%345,152CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$70.3M0.20%345,311CommonSOLE
717081103PFEPFIZER INC$69.6M0.20%2,731,208CommonSOLE
92189H300EMLCVANECK ETF TRUST$69.3M0.20%2,715,895CommonSOLE
925652109VICIVICI PPTYS INC$68.1M0.20%2,089,805CommonSOLE
00724F101ADBEADOBE INC$67.9M0.20%192,626CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$67.8M0.20%274,851CommonSOLE
032095101APHAMPHENOL CORP NEW$65.8M0.19%531,671CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$64.5M0.19%131,615CommonSOLE
92276F100VTRVENTAS INC$64.3M0.19%918,567CommonSOLE
458140100INTCINTEL CORP$64.1M0.19%1,910,282CommonSOLE
743315103PGRPROGRESSIVE CORP$64.0M0.19%259,242CommonSOLE
872590104TMUST-MOBILE US INC$63.9M0.19%266,780CommonSOLE
G29183103ETNEATON CORP PLC$63.6M0.18%170,061CommonSOLE
235851102DHRDANAHER CORPORATION$60.2M0.17%303,486CommonSOLE
548661107LOWLOWES COS INC$59.3M0.17%236,063CommonSOLE
907818108UNPUNION PAC CORP$59.0M0.17%249,614CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$58.6M0.17%275,742CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$58.5M0.17%180,877CommonSOLE
09260D107BXBLACKSTONE INC$58.1M0.17%339,779CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$57.5M0.17%146,864CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$57.3M0.17%82,158CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$57.3M0.17%406,237CommonSOLE
46284V101IRMIRON MTN INC DEL$56.2M0.16%551,714CommonSOLE
G5960L103MDTMEDTRONIC PLC$56.1M0.16%589,186CommonSOLE
863667101SYKSTRYKER CORPORATION$55.7M0.16%150,696CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$55.4M0.16%286,981CommonSOLE
81141R100SESEA LTD$55.1M0.16%308,360CommonSOLE
12572Q105CMECME GROUP INC$54.8M0.16%202,725CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$54.6M0.16%186,169CommonSOLE
H1467J104CBCHUBB LIMITED$54.5M0.16%193,056CommonSOLE
02209S103MOALTRIA GROUP INC$54.5M0.16%824,262CommonSOLE
032654105ADIANALOG DEVICES INC$54.3M0.16%221,106CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$54.0M0.16%193,569CommonSOLE
20030N101CMCSACOMCAST CORP NEW$52.5M0.15%1,671,307CommonSOLE
20825C104COPCONOCOPHILLIPS$51.6M0.15%545,438CommonSOLE
244199105DEDEERE & CO$50.4M0.15%110,328CommonSOLE
842587107SOSOUTHERN CO$49.4M0.14%521,522CommonSOLE
88579Y101MMM3M CO$49.3M0.14%317,682CommonSOLE
651639106NEMNEWMONT CORP$48.3M0.14%573,118CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$47.2M0.14%381,167CommonSOLE
18915M107NETCLOUDFLARE INC$47.1M0.14%219,542CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$46.4M0.13%230,471CommonSOLE
855244109SBUXSTARBUCKS CORP$46.4M0.13%548,768CommonSOLE
29476L107EQREQUITY RESIDENTIAL$45.8M0.13%707,822CommonSOLE
871607107SNPSSYNOPSYS INC$45.8M0.13%92,744CommonSOLE
609207105MDLZMONDELEZ INTL INC$45.4M0.13%726,923CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$45.3M0.13%162,094CommonSOLE
58155Q103MCKMCKESSON CORP$45.1M0.13%58,333CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$44.9M0.13%90,014CommonSOLE
654106103NKENIKE INC$44.2M0.13%634,531CommonSOLE
770700102HOODROBINHOOD MKTS INC$43.6M0.13%304,424CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$43.6M0.13%966,314CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$43.1M0.12%131,043CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$43.0M0.12%94,126CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$42.8M0.12%121,926CommonSOLE
94106L109WMWASTE MGMT INC DEL$42.5M0.12%192,664CommonSOLE
126650100CVSCVS HEALTH CORP$42.3M0.12%560,921CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$42.0M0.12%249,098CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$41.7M0.12%386,600CommonSOLE
25809K105DASHDOORDASH INC$41.6M0.12%152,995CommonSOLE
922908363VOOVANGUARD INDEX FDS$41.4M0.12%67,564CommonSOLE
701094104PHPARKER-HANNIFIN CORP$40.7M0.12%53,648CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$40.6M0.12%96,257CommonSOLE
893641100TDGTRANSDIGM GROUP INC$39.7M0.12%30,142CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$39.2M0.11%203,860CommonSOLE
74762E102QUREQUANTA SVCS INC$38.5M0.11%92,910CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$38.3M0.11%62,875CommonSOLE
911363109URIUNITED RENTALS INC$38.2M0.11%40,029CommonSOLE
771049103RBLXROBLOX CORP$37.8M0.11%272,929CommonSOLE
03073E105CORCENCORA INC$37.6M0.11%120,466CommonSOLE
443201108HWMHOWMET AEROSPACE INC$36.7M0.11%187,226CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$35.7M0.10%327,987CommonSOLE
45168D104IDXXIDEXX LABS INC$35.7M0.10%55,837CommonSOLE
219350105GLWCORNING INC$35.6M0.10%434,068CommonSOLE
48251W104KKRKKR & CO INC$35.3M0.10%271,308CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$35.2M0.10%113,750CommonSOLE
615369105MCOMOODYS CORP$35.2M0.10%73,793CommonSOLE
902973304USBUS BANCORP DEL$35.1M0.10%725,493CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$34.9M0.10%133,699CommonSOLE
969457100WMBWILLIAMS COS INC$34.1M0.10%537,747CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$34.1M0.10%169,534CommonSOLE
125523100CITHE CIGNA GROUP$34.1M0.10%118,161CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$34.0M0.10%60,539CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$34.0M0.10%243,329CommonSOLE
297178105ESSESSEX PPTY TR INC$34.0M0.10%127,028CommonSOLE
46187W107INVHINVITATION HOMES INC$33.8M0.10%1,153,734CommonSOLE
34959E109FTNTFORTINET INC$33.8M0.10%402,278CommonSOLE
G0403H108AONAON PLC$33.8M0.10%94,762CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$33.8M0.10%422,292CommonSOLE
291011104EMREMERSON ELEC CO$33.6M0.10%256,340CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$32.8M0.09%298,162CommonSOLE
594972408MSTRSTRATEGY INC$32.5M0.09%101,005CommonSOLE
172908105CTASCINTAS CORP$32.5M0.09%158,509CommonSOLE
369550108GDGENERAL DYNAMICS CORP$32.2M0.09%94,418CommonSOLE
40412C101HCAHCA HEALTHCARE INC$32.0M0.09%75,180CommonSOLE
285512109EAELECTRONIC ARTS INC$31.8M0.09%157,526CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$31.7M0.09%69,610CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$31.5M0.09%121,300CommonSOLE
G87052109TELTE CONNECTIVITY PLC$31.4M0.09%143,096CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$31.4M0.09%97,069CommonSOLE
337738108FISVFISERV INC$31.1M0.09%240,851CommonSOLE
92936U109WPCWP CAREY INC$30.9M0.09%457,594CommonSOLE
278865100ECLECOLAB INC$30.9M0.09%112,706CommonSOLE
G25508105CRHCRH PLC$30.8M0.09%257,181CommonSOLE
052769106ADSKAUTODESK INC$30.2M0.09%94,988CommonSOLE
866674104SUISUN CMNTYS INC$30.0M0.09%232,799CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$29.9M0.09%355,813CommonSOLE
053332102AZOAUTOZONE INC$29.8M0.09%6,942CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$29.7M0.09%440,535CommonSOLE
833445109SNOWSNOWFLAKE INC$29.6M0.09%131,224CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$29.1M0.08%433,857CommonSOLE
126408103CSXCSX CORP$28.9M0.08%813,176CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$28.6M0.08%84,820CommonSOLE
98978V103ZTSZOETIS INC$28.5M0.08%194,757CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$28.4M0.08%475,704CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$28.3M0.08%94,219CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$27.5M0.08%591,050CommonSOLE
49446R109KIMKIMCO RLTY CORP$27.5M0.08%1,256,836CommonSOLE
92840M102VSTVISTRA CORP$27.2M0.08%138,898CommonSOLE
37045V100GMGENERAL MTRS CO$27.2M0.08%446,050CommonSOLE
816851109SRESEMPRA$27.2M0.08%301,809CommonSOLE
311900104FASTFASTENAL CO$26.9M0.08%548,498CommonSOLE
758849103REGREGENCY CTRS CORP$26.8M0.08%367,212CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$26.8M0.08%320,253CommonSOLE
294429105EFXEQUIFAX INC$26.6M0.08%103,739CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$26.6M0.08%1,389,655CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$26.3M0.08%104,651CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$26.3M0.08%21,386CommonSOLE
075887109BDXBECTON DICKINSON & CO$26.0M0.08%139,060CommonSOLE
929740108WABWABTEC$25.9M0.08%129,419CommonSOLE
001055102AFLAFLAC INC$25.6M0.07%229,583CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$25.3M0.07%893,014CommonSOLE
760759100RSGREPUBLIC SVCS INC$25.2M0.07%109,989CommonSOLE
009158106APDAIR PRODS & CHEMS INC$25.2M0.07%92,512CommonSOLE
929160109VMCVULCAN MATLS CO$25.2M0.07%81,911CommonSOLE
501044101KRKROGER CO$25.2M0.07%373,128CommonSOLE
020002101ALLALLSTATE CORP$25.1M0.07%117,119CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$25.1M0.07%640,650CommonSOLE
571903202MARMARRIOTT INTL INC NEW$25.1M0.07%96,376CommonSOLE
26875P101EOGEOG RES INC$25.1M0.07%223,672CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$25.1M0.07%300,373CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$24.9M0.07%221,240CommonSOLE
89832Q109TFCTRUIST FINL CORP$24.9M0.07%544,331CommonSOLE
303250104FICOFAIR ISAAC CORP$24.9M0.07%16,608CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$24.8M0.07%408,179CommonSOLE
231021106CMICUMMINS INC$24.5M0.07%58,092CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$24.4M0.07%107,235CommonSOLE
G8473T100STESTERIS PLC$24.4M0.07%98,487CommonSOLE
98980G102ZSZSCALER INC$24.3M0.07%81,059CommonSOLE
56585A102MPCMARATHON PETE CORP$24.3M0.07%125,981CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$24.2M0.07%48,549CommonSOLE
133131102CPTCAMDEN PPTY TR$24.1M0.07%226,085CommonSOLE
98419M100XYLXYLEM INC$24.1M0.07%163,120CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$23.9M0.07%287,327CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$23.8M0.07%178,868CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$23.7M0.07%77,519CommonSOLE
902653104UDRUDR INC$23.7M0.07%635,056CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$23.5M0.07%40,027CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$23.3M0.07%700,417CommonSOLE
22052L104CTVACORTEVA INC$23.2M0.07%343,122CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$23.2M0.07%591,151CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$23.1M0.07%186,124CommonSOLE
05464C101AXONAXON ENTERPRISE INC$23.0M0.07%32,047CommonSOLE
718546104PSXPHILLIPS 66$22.7M0.07%166,998CommonSOLE
03076C106AMPAMERIPRISE FINL INC$22.6M0.07%46,084CommonSOLE
98138H101WDAYWORKDAY INC$22.6M0.07%94,036CommonSOLE
422806109HEIHEICO CORP NEW$22.6M0.07%70,021CommonSOLE
009066101ABNBAIRBNB INC$22.5M0.07%184,977CommonSOLE
91913Y100VLOVALERO ENERGY CORP$22.3M0.06%131,177CommonSOLE
101121101BXPBXP INC$22.3M0.06%299,632CommonSOLE
31428X106FDXFEDEX CORP$22.2M0.06%93,942CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$22.1M0.06%524,396CommonSOLE
25746U109DDOMINION ENERGY INC$22.1M0.06%360,611CommonSOLE
59156R108METMETLIFE INC$22.1M0.06%267,740CommonSOLE
30161N101EXCEXELON CORP$22.0M0.06%488,580CommonSOLE
00766T100ACMAECOM$21.9M0.06%167,723CommonSOLE
806857108SLBSCHLUMBERGER LTD$21.8M0.06%634,815CommonSOLE
049560105ATOATMOS ENERGY CORP$21.8M0.06%127,481CommonSOLE
693718108PCARPACCAR INC$21.7M0.06%220,867CommonSOLE
217204106CPRTCOPART INC$21.4M0.06%476,918CommonSOLE
778296103ROSTROSS STORES INC$21.4M0.06%140,671CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$21.3M0.06%90,432CommonSOLE
98389B100XELXCEL ENERGY INC$20.9M0.06%258,873CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$20.7M0.06%137,381CommonSOLE
988498101YUMYUM BRANDS INC$20.6M0.06%135,473CommonSOLE
922475108VEEVVEEVA SYS INC$20.5M0.06%68,690CommonSOLE
682680103OKEONEOK INC NEW$20.4M0.06%280,037CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$20.3M0.06%32,233CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$20.3M0.06%152,049CommonSOLE
209115104EDCONSOLIDATED EDISON INC$20.2M0.06%201,438CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$20.2M0.06%259,749CommonSOLE
370334104GISGENERAL MLS INC$20.1M0.06%398,780CommonSOLE
23331A109DHID R HORTON INC$20.1M0.06%118,538CommonSOLE
184496107CLHCLEAN HARBORS INC$20.1M0.06%86,357CommonSOLE
487836108KKELLANOVA$20.0M0.06%243,756CommonSOLE
12504L109CBRECBRE GROUP INC$20.0M0.06%126,828CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$19.9M0.06%253,926CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$19.9M0.06%77,116CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$19.8M0.06%407,193CommonSOLE
16411R208LNGCHENIERE ENERGY INC$19.6M0.06%83,524CommonSOLE
92939U106WECWEC ENERGY GROUP INC$19.5M0.06%170,513CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$19.4M0.06%994,172CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$19.4M0.06%123,631CommonSOLE
278642103EBAYEBAY INC.$19.4M0.06%213,005CommonSOLE
384802104GWWGRAINGER W W INC$19.3M0.06%20,255CommonSOLE
345370860FFORD MTR CO$19.3M0.06%1,611,325CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$19.1M0.06%20,790CommonSOLE
55354G100MSCIMSCI INC$19.1M0.06%33,622CommonSOLE
031100100AMEAMETEK INC$19.0M0.06%101,196CommonSOLE
29364G103ETRENTERGY CORP NEW$18.9M0.05%203,155CommonSOLE
464288281EMBISHARES TR$18.8M0.05%197,704CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$18.8M0.05%132,606CommonSOLE
704326107PAYXPAYCHEX INC$18.8M0.05%148,002CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$18.6M0.05%82,669CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$18.4M0.05%104,622CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$18.4M0.05%1,078,145CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$18.3M0.05%69,775CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$18.3M0.05%149,490CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$18.3M0.05%88,311CommonSOLE
761152107RMDRESMED INC$18.3M0.05%66,674CommonSOLE
H2906T109GRMNGARMIN LTD$18.2M0.05%73,914CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.1M0.05%334,385CommonSOLE
958102105WDCWESTERN DIGITAL CORP$18.1M0.05%150,852CommonSOLE
466313103JBLJABIL INC$18.0M0.05%83,076CommonSOLE
23804L103DDOGDATADOG INC$17.9M0.05%125,944CommonSOLE
45687V106IRINGERSOLL RAND INC$17.8M0.05%216,004CommonSOLE
252131107DXCMDEXCOM INC$17.8M0.05%264,022CommonSOLE
22822V101CCICROWN CASTLE INC$17.7M0.05%183,076CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$17.6M0.05%36,373CommonSOLE
631103108NDAQNASDAQ INC$17.5M0.05%197,777CommonSOLE
744320102PRUPRUDENTIAL FINL INC$17.5M0.05%168,404CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$17.4M0.05%682,643CommonSOLE
87612E106TGTTARGET CORP$17.2M0.05%191,849CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$17.2M0.05%49,077CommonSOLE
896239100TRMBTRIMBLE INC$17.1M0.05%209,880CommonSOLE
146869102CVNACARVANA CO$17.0M0.05%45,184CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$17.0M0.05%66,940CommonSOLE
277276101EGPEASTGROUP PPTYS INC$17.0M0.05%100,142CommonSOLE
871829107SYYSYSCO CORP$16.8M0.05%204,181CommonSOLE
852234103XYZBLOCK INC$16.7M0.05%230,853CommonSOLE
337932107FEFIRSTENERGY CORP$16.6M0.05%362,444CommonSOLE
427866108HSYHERSHEY CO$16.5M0.05%88,364CommonSOLE
722304102PDDPDD HOLDINGS INC$16.5M0.05%124,908CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$16.2M0.05%116,690CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$16.2M0.05%695,566CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$16.2M0.05%66,185CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$16.2M0.05%126,061CommonSOLE
023608102AEEAMEREN CORP$16.2M0.05%155,001CommonSOLE
233331107DTEDTE ENERGY CO$16.0M0.05%113,388CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$16.0M0.05%182,370CommonSOLE
857477103STTSTATE STR CORP$16.0M0.05%137,493CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$15.8M0.05%212,840CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$15.8M0.05%311,587CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$15.7M0.05%234,789CommonSOLE
82509L107SHOPSHOPIFY INC$15.7M0.05%105,719CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$15.6M0.05%45,953CommonSOLE
500754106KHCKRAFT HEINZ CO$15.5M0.04%594,814CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15.4M0.04%182,784CommonSOLE
679295105OKTAOKTA INC$15.4M0.04%167,857CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$15.3M0.04%169,079CommonSOLE
464287242LQDISHARES TR$15.3M0.04%137,280CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$15.3M0.04%44,267CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$15.3M0.04%167,248CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$15.2M0.04%2,528,236CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$15.2M0.04%230,668CommonSOLE
637417106NNNNNN REIT INC$15.2M0.04%356,493CommonSOLE
14174T107CTRECARETRUST REIT INC$15.2M0.04%437,249CommonSOLE
229663109CUBECUBESMART$15.1M0.04%371,042CommonSOLE
65473P105NINISOURCE INC$15.1M0.04%348,366CommonSOLE
668771108GENGEN DIGITAL INC$15.0M0.04%530,099CommonSOLE
87612G101TRGPTARGA RES CORP$14.9M0.04%89,205CommonSOLE
69351T106PPLPPL CORP$14.9M0.04%400,661CommonSOLE
008492100ADCAGREE RLTY CORP$14.9M0.04%209,236CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$14.7M0.04%85,285CommonSOLE
576323109MTZMASTEC INC$14.7M0.04%69,024CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14.6M0.04%83,618CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$14.3M0.04%189,970CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$14.3M0.04%222,154CommonSOLE
444859102HUMHUMANA INC$14.2M0.04%54,679CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14.1M0.04%574,568CommonSOLE
55261F104MTBM & T BK CORP$14.1M0.04%71,282CommonSOLE
69331C108PCGPG&E CORP$14.1M0.04%933,486CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$14.1M0.04%297,615CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14.0M0.04%180,197CommonSOLE
46266C105IQVIQVIA HLDGS INC$14.0M0.04%73,746CommonSOLE
125896100CMSCMS ENERGY CORP$13.9M0.04%190,265CommonSOLE
29084Q100EMEEMCOR GROUP INC$13.8M0.04%21,229CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$13.7M0.04%333,655CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$13.7M0.04%85,679CommonSOLE
85254J102STAGSTAG INDL INC$13.7M0.04%387,219CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$13.6M0.04%57,268CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$13.6M0.04%350,798CommonSOLE
26884L109EQTEQT CORP$13.6M0.04%249,223CommonSOLE
629377508NRGNRG ENERGY INC$13.6M0.04%83,707CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$13.6M0.04%263,361CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$13.4M0.04%188,353CommonSOLE
464287309IVWISHARES TR$13.3M0.04%110,500CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$13.2M0.04%103,934CommonSOLE
775711104ROLROLLINS INC$13.2M0.04%224,068CommonSOLE
671044105OSISOSI SYSTEMS INC$13.0M0.04%52,317CommonSOLE
49177J102KVUEKENVUE INC$13.0M0.04%799,597CommonSOLE
670346105NUENUCOR CORP$12.9M0.04%95,618CommonSOLE
92338C103VLTOVERALTO CORP$12.9M0.04%120,993CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$12.9M0.04%127,097CommonSOLE
143658300CCL1EURCARNIVAL CORP$12.8M0.04%442,829CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$12.7M0.04%24,215CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$12.6M0.04%221,950CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$12.6M0.04%455,748CommonSOLE
40434L105HPQHP INC$12.6M0.04%463,120CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12.3M0.04%179,446CommonSOLE
46982L108JJACOBS SOLUTIONS INC$12.3M0.04%82,380CommonSOLE
316773100FITBFIFTH THIRD BANCORP$12.3M0.04%275,471CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$12.2M0.04%411,026CommonSOLE
464288166AGZISHARES TR$12.2M0.04%110,611CommonSOLE
526057104LENLENNAR CORP$12.1M0.04%96,168CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11.9M0.03%199,134CommonSOLE
315616102FFIVF5 INC$11.9M0.03%36,778CommonSOLE
45784P101PODDINSULET CORP$11.9M0.03%38,401CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$11.8M0.03%126,290CommonSOLE
049468101TEAMATLASSIAN CORPORATION$11.8M0.03%73,870CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$11.8M0.03%83,709CommonSOLE
64110D104NTAPNETAPP INC$11.7M0.03%99,066CommonSOLE
46436F103IAUMISHARES GOLD TR$11.7M0.03%303,294CommonSOLE
876030107TPRTAPESTRY INC$11.7M0.03%102,978CommonSOLE
115236101BROBROWN & BROWN INC$11.6M0.03%123,685CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.6M0.03%80,997CommonSOLE
30040W108ESEVERSOURCE ENERGY$11.5M0.03%161,876CommonSOLE
745867101PHMPULTE GROUP INC$11.4M0.03%86,313CommonSOLE
443573100HUBSHUBSPOT INC$11.3M0.03%24,124CommonSOLE
199908104FIXCOMFORT SYS USA INC$11.2M0.03%13,611CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$11.2M0.03%422,275CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$11.1M0.03%51,753CommonSOLE
665859104NTRSNORTHERN TR CORP$11.0M0.03%82,064CommonSOLE
69370C100PTCPTC INC$11.0M0.03%54,088CommonSOLE
90384S303ULTAULTA BEAUTY INC$11.0M0.03%20,046CommonSOLE
052800109ALVAUTOLIV INC$10.9M0.03%88,535CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$10.8M0.03%66,363CommonSOLE
452327109ILMNILLUMINA INC$10.8M0.03%113,551CommonSOLE
92343E102VRSNVERISIGN INC$10.7M0.03%38,439CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$10.7M0.03%39,058CommonSOLE
018802108LNTALLIANT ENERGY CORP$10.7M0.03%158,761CommonSOLE
336433107FSLRFIRST SOLAR INC$10.7M0.03%48,394CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$10.7M0.03%141,865CommonSOLE
084423102WRBBERKLEY W R CORP$10.6M0.03%138,339CommonSOLE
281020107EIXEDISON INTL$10.6M0.03%191,645CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$10.6M0.03%55,563CommonSOLE
74624M102PPURE STORAGE INC$10.6M0.03%126,003CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$10.6M0.03%251,195CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10.5M0.03%99,071CommonSOLE
969904101WSMWILLIAMS SONOMA INC$10.5M0.03%53,636CommonSOLE
172062101CINFCINCINNATI FINL CORP$10.5M0.03%66,228CommonSOLE
693506107PPGPPG INDS INC$10.4M0.03%98,805CommonSOLE
88146M101TRNOTERRENO RLTY CORP$10.4M0.03%182,492CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10.3M0.03%392,439CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$10.3M0.03%598,936CommonSOLE
50212V100LPLALPL FINL HLDGS INC$10.3M0.03%31,016CommonSOLE
922908553VNQVANGUARD INDEX FDS$10.3M0.03%112,610CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$10.3M0.03%24,510CommonSOLE
G3265R107APTVAPTIV PLC$10.2M0.03%118,104CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$10.1M0.03%210,046CommonSOLE
504922105LHLABCORP HOLDINGS INC$10.0M0.03%34,979CommonSOLE
579780206MKCMCCORMICK & CO INC$10.0M0.03%149,951CommonSOLE
436440101HO1HOLOGIC INC$10.0M0.03%148,414CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$10.0M0.03%52,900CommonSOLE
260003108DOVDOVER CORP$10.0M0.03%59,712CommonSOLE
62944T105NVRNVR INC$9.9M0.03%1,234CommonSOLE
682189105ONON SEMICONDUCTOR CORP$9.9M0.03%200,265CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9.8M0.03%95,934CommonSOLE
60937P106MDBMONGODB INC$9.8M0.03%31,680CommonSOLE
256677105DGDOLLAR GEN CORP NEW$9.8M0.03%94,969CommonSOLE
440452100HRLHORMEL FOODS CORP$9.8M0.03%396,470CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$9.8M0.03%285,629CommonSOLE
88339J105TTDTHE TRADE DESK INC$9.8M0.03%200,057CommonSOLE
443510607HUBBHUBBELL INC$9.8M0.03%22,711CommonSOLE
86333M108LRNSTRIDE INC$9.8M0.03%65,520CommonSOLE
929042109VNOVORNADO RLTY TR$9.8M0.03%240,581CommonSOLE
570535104MKLMARKEL GROUP INC$9.7M0.03%5,089CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$9.6M0.03%180,422CommonSOLE
751212101RLRALPH LAUREN CORP$9.6M0.03%30,558CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$9.5M0.03%115,744CommonSOLE
09062X103BIIBBIOGEN INC$9.5M0.03%67,907CommonSOLE
75734B100RDDTREDDIT INC$9.4M0.03%40,988CommonSOLE
460146103IPINTERNATIONAL PAPER CO$9.4M0.03%203,034CommonSOLE
26884U109EPREPR PPTYS$9.4M0.03%161,697CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$9.3M0.03%219,283CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$9.3M0.03%76,040CommonSOLE
189054109CLXCLOROX CO DEL$9.3M0.03%75,368CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$9.3M0.03%498,529CommonSOLE
880770102TERTERADYNE INC$9.3M0.03%67,382CommonSOLE
12514G108CDWCDW CORP$9.3M0.03%58,109CommonSOLE
30034W106EVRGEVERGY INC$9.2M0.03%120,935CommonSOLE
42226K105HRHEALTHCARE RLTY TR$9.1M0.03%507,467CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.1M0.03%260,901CommonSOLE
518439104ELLAUDER ESTEE COS INC$9.1M0.03%103,281CommonSOLE
695156109PKGPACKAGING CORP AMER$9.1M0.03%41,674CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$8.9M0.03%46,086CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$8.9M0.03%112,007CommonSOLE
406216101HALHALLIBURTON CO$8.8M0.03%358,032CommonSOLE
G6683N103NUNU HLDGS LTD$8.8M0.03%550,103CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$8.7M0.03%45,794CommonSOLE
380237107GDDYGODADDY INC$8.7M0.03%63,676CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$8.7M0.03%64,639CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$8.7M0.03%59,140CommonSOLE
366651107ITGARTNER INC$8.7M0.03%32,968CommonSOLE
G7S00T104PNRPENTAIR PLC$8.6M0.02%77,673CommonSOLE
372460105GPCGENUINE PARTS CO$8.6M0.02%61,806CommonSOLE
37940X102GPNGLOBAL PMTS INC$8.6M0.02%102,934CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$8.5M0.02%81,634CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$8.5M0.02%421,312CommonSOLE

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.