MondegarAI
Mitsubishi UFJ Trust & Banking Corp

Q3 2025 · 13F-HR

Mitsubishi UFJ Trust & Banking Corpholdings as filed

Filed 2025-10-31 · accession 0001193125-25-259342

$45.54B
Reported value
1,103
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Mitsubishi UFJ Trust & Banking Corp · Q3 2025

AI · grounded in 13F

Mitsubishi UFJ Trust & Banking Corp established a new position in NVDA valued at $2.61B. The fund also initiated new stakes in MSFT for $2.14B and AAPL for $2.08B. Additional new positions include AMZN at $1.29B and META at $1.02B.

Holdings as filed

First 500 of 1103

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.61B5.73%13,976,269CommonSOLE
594918104MSFTMICROSOFT CORP$2.14B4.69%4,123,892CommonSOLE
037833100AAPLAPPLE INC$2.08B4.57%8,169,220CommonSOLE
023135106AMZNAMAZON.COM INC.$1.29B2.84%5,885,514CommonSOLE
30303M102METAMETA PLATFORMS INC-A$1.02B2.23%1,382,718CommonSOLE
02079K305GOOGLALPHABET INC/CA-CL A$874.9M1.92%3,598,905CommonSOLE
11135F101AVGOBROADCOM INC$723.2M1.59%2,192,249CommonSOLE
02079K107GOOGALPHABET INC/CA-CL C$711.0M1.56%2,919,179CommonSOLE
88160R101TSLATESLA INC$588.2M1.29%1,322,667CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$420.5M0.92%1,332,961CommonSOLE
64110L106NFLXNETFLIX INC$406.2M0.89%338,778CommonSOLE
81141R100SESEA LTD-ADR$392.8M0.86%2,197,452CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$378.9M0.83%666,119CommonSOLE
92826C839VVISA INC-CL A SHARES$375.3M0.82%1,099,380CommonSOLE
722304102PDDPDD HOLDINGS INC(ADR$333.5M0.73%2,523,266CommonSOLE
532457108LLYELI LILLY & CO$326.3M0.72%427,613CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$319.5M0.70%635,456CommonSOLE
44332N106HTHTH WORLD GROUP LTD$313.9M0.69%8,026,731CommonSOLE
26441C204DUKDUKE ENERGY CORP.$312.0M0.69%2,520,997CommonSOLE
478160104JNJJOHNSON & JOHNSON$308.6M0.68%1,664,266CommonSOLE
464287200IVVISHARES CORE S&P 500$301.5M0.66%450,542CommonSOLE
30231G102XOMEXXON MOBIL CORP.$296.3M0.65%2,627,958CommonSOLE
00287Y109ABBVABBVIE INC$260.3M0.57%1,124,410CommonSOLE
65339F101NEENEXTERA ENERGY INC.$251.8M0.55%3,335,267CommonSOLE
025537101AEPAMERICAN ELECTRIC PO$251.3M0.55%2,234,128CommonSOLE
816851109SRESEMPRA$244.3M0.54%2,714,876CommonSOLE
931142103WMTWALMART INC$241.2M0.53%2,340,792CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$234.4M0.51%3,426,258CommonSOLE
68389X105ORCLORACLE CORPORATION$233.8M0.51%831,375CommonSOLE
03831W108APPAPPLOVIN CORP-CL-A$223.2M0.49%310,604CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$220.2M0.48%732,975CommonSOLE
58733R102MELIMERCADOLIBRE INC$217.3M0.48%92,968CommonSOLE
126408103CSXCSX CORP$216.1M0.47%6,086,889CommonSOLE
742718109PGPROCTER & GAMBLE$214.8M0.47%1,397,883CommonSOLE
22160K105COSTCOSTCO WHSL CORP$211.4M0.46%228,331CommonSOLE
58933Y105MRKMERCK & CO. INC$205.7M0.45%2,450,638CommonSOLE
16411R208LNGCHENIERE ENERGY INC$201.4M0.44%857,074CommonSOLE
98389B100XELXCEL ENERGY INC$199.7M0.44%2,476,607CommonSOLE
78463V107GLDSPDR GOLD TRUST$196.3M0.43%552,100CommonSOLE
040413205ANETARISTA NETWORKS INC$196.2M0.43%1,346,392CommonSOLE
79466L302CRMSALESFORCE INC$189.1M0.42%798,100CommonSOLE
437076102HDHOME DEPOT INC$188.9M0.41%466,162CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$187.0M0.41%1,025,189CommonSOLE
172967424CCITIGROUP INC.$183.0M0.40%1,803,270CommonSOLE
747525103QCOMQUALCOMM INC$182.0M0.40%1,094,195CommonSOLE
907818108UNPUNION PACIFIC$181.0M0.40%765,933CommonSOLE
459200101IBMINTL BUS MACHINES CO$178.8M0.39%633,703CommonSOLE
00206R102TAT&T INC$176.7M0.39%6,256,348CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$174.8M0.38%506,259CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$174.7M0.38%3,973,874CommonSOLE
00724F101ADBEADOBE INC$172.2M0.38%488,247CommonSOLE
369604301GEGE AEROSPACE$162.5M0.36%540,135CommonSOLE
682680103OKEONEOK INC.$162.1M0.36%2,220,839CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$161.8M0.36%836,956CommonSOLE
060505104BACBANK OF AMERICA CORP$158.5M0.35%3,072,788CommonSOLE
25746U109DDOMINION ENERGY INC$157.3M0.35%2,571,972CommonSOLE
375558103GILDGILEAD SCIENCES INC$148.7M0.33%1,340,048CommonSOLE
166764100CVXCHEVRON CORP$148.5M0.33%956,396CommonSOLE
30040W108ESEVERSOURCE ENERGY$148.3M0.33%2,084,468CommonSOLE
713448108PEPPEPSICO INC.$146.3M0.32%1,042,013CommonSOLE
191216100KOCOCA-COLA COMPANY$145.1M0.32%2,188,550CommonSOLE
30034W106EVRGEVERGY INC$144.2M0.32%1,897,406CommonSOLE
002824100ABTABBOTT LABS$142.4M0.31%1,063,527CommonSOLE
464287226AGGISHARES CORE US AGGR$141.7M0.31%1,413,455CommonSOLE
718172109PMPHILIP MORRIS INTL$138.6M0.30%854,584CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$138.1M0.30%10,647,830CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$137.6M0.30%25,485CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$136.6M0.30%1,636,403CommonSOLE
18915M107NETCLOUDFLARE INC-A$136.3M0.30%635,025CommonSOLE
038222105AMATAPPLIED MATLS INC$133.7M0.29%653,083CommonSOLE
882508104TXNTEXAS INSTRUMENTS$131.1M0.29%713,692CommonSOLE
G54950103LINLINDE PLC$129.9M0.29%273,409CommonSOLE
461202103INTUINTUIT INC.$128.6M0.28%188,374CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$125.2M0.27%179,320CommonSOLE
69331C108PCGPG&E CORP$124.1M0.27%8,227,934CommonSOLE
512807306LRCXLAM RESEARCH CORP.$122.9M0.27%918,220CommonSOLE
872540109TJXTJX COS INC$121.4M0.27%839,837CommonSOLE
G6683N103NUNU HOLDINGS LTD/CA-A$120.4M0.26%7,521,103CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$120.4M0.26%2,668,624CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$119.6M0.26%1,221,223CommonSOLE
580135101MCDMCDONALD'S$117.9M0.26%388,007CommonSOLE
20030N101CMCSACOMCAST CORP CL-A$117.4M0.26%3,736,234CommonSOLE
949746101WMT2WELLS FARGO COMPANY$116.9M0.26%1,395,045CommonSOLE
81762P102NOWSERVICENOW INC.$115.4M0.25%125,414CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$115.3M0.25%712,464CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$115.3M0.25%467,376CommonSOLE
29444U700EQIXEQUINIX INC$114.5M0.25%146,228CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$111.0M0.24%139,416CommonSOLE
743315103PGRPROGRESSIVE CORP$111.0M0.24%449,450CommonSOLE
254687106DISWALT DISNEY CO/THE$110.4M0.24%964,293CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$110.3M0.24%246,632CommonSOLE
149123101CATCATERPILLAR INC$106.9M0.23%223,984CommonSOLE
883556102TMOTHERMO FISHER SCIENT$106.3M0.23%219,206CommonSOLE
34959E109FTNTFORTINET INC$105.3M0.23%1,251,962CommonSOLE
G87052109TELTE CONNECTIVITY PLC$103.8M0.23%472,665CommonSOLE
78409V104SPGIS&P GLOBAL INC$100.8M0.22%207,079CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$99.2M0.22%216,973CommonSOLE
482480100KLACKLA CORP$99.2M0.22%91,971CommonSOLE
75513E101RTXRTX CORP$97.9M0.21%584,799CommonSOLE
053332102AZOAUTOZONE INC$97.5M0.21%22,733CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$96.0M0.21%573,277CommonSOLE
036752103ELVELEVANCE HEALTH INC$92.5M0.20%286,251CommonSOLE
G29183103ETNEATON CORP PLC$91.7M0.20%244,960CommonSOLE
872590104TMUST-MOBILE US INC$91.6M0.20%382,590CommonSOLE
032095101APHAMPHENOL CORP 'A'$91.1M0.20%735,931CommonSOLE
03073E105CORCENCORA INC$90.2M0.20%288,504CommonSOLE
501044101KRKROGER CO.$90.1M0.20%1,336,067CommonSOLE
95040Q104WELLWELLTOWER INC$89.1M0.20%500,081CommonSOLE
595112103MUMICRON TECHNOLOGY INC$87.9M0.19%525,524CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$87.5M0.19%313,159CommonSOLE
58155Q103MCKMCKESSON CORPORATION$86.9M0.19%112,458CommonSOLE
902681105UGIUGI CORP$86.2M0.19%2,591,626CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$85.4M0.19%1,068,812CommonSOLE
651639106NEMNEWMONT CORP$84.9M0.19%1,007,406CommonSOLE
23345M107DTMDT MIDSTREAM INC$84.5M0.19%747,781CommonSOLE
25809K105DASHDOORDASH INC - A$82.7M0.18%304,213CommonSOLE
125523100CITHE CIGNA GROUP$81.9M0.18%284,092CommonSOLE
40412C101HCAHCA HEALTHCARE INC$81.0M0.18%190,092CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$80.3M0.18%273,502CommonSOLE
615369105MCOMOODY'S CORPORATION$80.2M0.18%168,419CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$79.9M0.18%160,203CommonSOLE
771049103RBLXROBLOX CORP -CLASS A$79.4M0.17%573,300CommonSOLE
09290D101BLKBLACKROCK INC$79.4M0.17%68,094CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$79.0M0.17%237,891CommonSOLE
12504L109CBRECBRE GROUP INC-A$78.6M0.17%499,168CommonSOLE
031162100AMGNAMGEN INC$77.9M0.17%275,877CommonSOLE
452308109ITWILLINOIS TOOL WORKS$77.8M0.17%298,504CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$77.6M0.17%1,091,960CommonSOLE
G2519Y108BAPCREDICORP LTD$77.6M0.17%291,237CommonSOLE
842587107SOSOUTHERN CO.$76.7M0.17%809,319CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$75.9M0.17%372,579CommonSOLE
617446448MSMORGAN STANLEY$75.7M0.17%476,070CommonNONE
464287242LQDISHARES IBOXX \ INV$75.7M0.17%678,805CommonSOLE
H1467J104CBCHUBB LTD$75.1M0.16%266,051CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$75.0M0.16%1,995,943CommonSOLE
26875P101EOGEOG RESOURCES INC.$74.9M0.16%667,619CommonSOLE
032654105ADIANALOG DEVICES INC$74.7M0.16%304,055CommonSOLE
278642103EBAYEBAY INC.$73.6M0.16%809,706CommonSOLE
36828A101GEVGE VERNOVA INC$72.7M0.16%118,293CommonSOLE
101137107BSXBOSTON SCIENTIFIC$72.3M0.16%740,421CommonSOLE
808513105SCHWSCHWAB (CHAS) CORP$71.5M0.16%749,163CommonSOLE
37045V100GMGENERAL MTRS CO$71.4M0.16%1,171,804CommonSOLE
285512109EAELECTRONIC ARTS INC$71.1M0.16%352,528CommonSOLE
311900104FASTFASTENAL COMPANY$70.8M0.16%1,444,485CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$70.7M0.16%1,053,683CommonSOLE
438516106HONHONEYWELL INTL INC.$70.7M0.16%335,660CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$70.5M0.15%349,901CommonSOLE
82509L107SHOPSHOPIFY INC - A$69.3M0.15%466,327CommonSOLE
458140100INTCINTEL CORPORATION$69.3M0.15%2,064,143CommonSOLE
097023105BABOEING CO.$67.4M0.15%312,210CommonSOLE
244199105DEDEERE & CO.$67.2M0.15%146,958CommonSOLE
548661107LOWLOWES COS INC$67.0M0.15%266,570CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$66.4M0.15%135,447CommonSOLE
573284106MLMMARTIN MARIETTA MATE$66.3M0.15%105,237CommonSOLE
693475105PNCPNC FIN. SERVICES$66.2M0.15%329,232CommonSOLE
717081103PFEPFIZER INC.$65.8M0.14%2,583,854CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$65.0M0.14%965,507CommonSOLE
94106L109WMWASTE MANAGEMENT INC$64.9M0.14%293,884CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$64.6M0.14%129,389CommonSOLE
12572Q105CMECME GROUP INC.$63.0M0.14%233,235CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$62.8M0.14%807,419CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$62.7M0.14%934,824CommonSOLE
315616102FFIVF5 INC$62.5M0.14%193,416CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$61.9M0.14%289,794CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$61.9M0.14%291,227CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$61.7M0.14%435,464CommonSOLE
23804L103DDOGDATADOG INC - A$61.4M0.13%431,085CommonSOLE
74340W103PLDPROLOGIS INC.$61.3M0.13%535,536CommonSOLE
828806109SPGSIMON PROPERTY(REIT)$61.1M0.13%325,547CommonSOLE
629377508NRGNRG ENERGY INC$61.0M0.13%376,621CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$59.4M0.13%169,215CommonSOLE
570535104MKLMARKEL GROUP INC$59.4M0.13%31,067CommonSOLE
G5960L103MDTMEDTRONIC PLC$59.4M0.13%623,170CommonSOLE
46090E103QQQINVESCO QQQ TRUST SE$58.7M0.13%97,845CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$58.7M0.13%149,855CommonSOLE
55354G100MSCIMSCI INC.$58.5M0.13%103,012CommonSOLE
92343E102VRSNVERISIGN INC.$57.8M0.13%206,813CommonSOLE
126650100CVSCVS HEALTH CORPORATI$57.2M0.13%758,355CommonSOLE
052769106ADSKAUTODESK INC.$56.6M0.12%178,171CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE$56.6M0.12%524,844CommonSOLE
666807102NOCNORTHROP GRUMMAN$56.3M0.12%92,424CommonSOLE
863667101SYKSTRYKER CORPORATION$55.7M0.12%150,611CommonSOLE
235851102DHRDANAHER CORP$55.5M0.12%279,942CommonSOLE
871607107SNPSSYNOPSYS INC.$55.0M0.12%111,449CommonSOLE
29414B104EPAMEPAM SYSTEMS INC$54.4M0.12%360,437CommonSOLE
09260D107BXBLACKSTONE INC$53.7M0.12%314,588CommonSOLE
22266T109CPNGCOUPANG INC$53.6M0.12%1,664,936CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC-A$53.6M0.12%1,518,699CommonSOLE
00108J109ACMRACM RESH INC$53.2M0.12%1,359,969CommonSOLE
64110D104NTAPNETAPP INC$53.1M0.12%448,110CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$52.7M0.12%124,988CommonSOLE
760759100RSGREPUBLIC SERVICES$52.3M0.11%227,706CommonSOLE
115236101BROBROWN & BROWN INC$51.7M0.11%551,609CommonSOLE
654106103NKENIKE INC CL'B'$51.5M0.11%738,428CommonSOLE
03027X100AMTAMERICAN TOWER CORP$51.0M0.11%265,363CommonSOLE
172908105CTASCINTAS CORP.$50.9M0.11%248,160CommonSOLE
370334104GISGENERAL MLS INC$50.6M0.11%1,004,491CommonSOLE
592688105MTDMETTLER-TOLEDO INTL$50.6M0.11%41,207CommonSOLE
20825C104COPCONOCOPHILLIPS$50.4M0.11%532,832CommonSOLE
464288281EMBISHARES JP MORGAN US$50.3M0.11%528,210CommonSOLE
363576109AJGGALLAGHER (ARTHUR J.$50.2M0.11%161,976CommonSOLE
02209S103MOALTRIA GROUP INC$50.1M0.11%758,804CommonSOLE
609207105MDLZMONDELEZ INTERNATION$49.6M0.11%794,041CommonSOLE
88579Y101MMM3M CO.$49.5M0.11%319,059CommonSOLE
03076C106AMPAMERIPRISE FINL INC$49.2M0.11%100,138CommonSOLE
574599106MASMASCO CORP.$49.1M0.11%697,747CommonSOLE
31428X106FDXFEDEX CORPORATION$47.9M0.11%203,023CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$47.7M0.10%509,939CommonSOLE
345370860FFORD MTR CO$47.5M0.10%3,969,228CommonSOLE
74144T108TROWT ROWE PRICE GROUP$47.2M0.10%459,550CommonSOLE
701094104PHPARKER HANNIFIN$46.5M0.10%61,268CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$46.0M0.10%293,112CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$45.8M0.10%583,680CommonSOLE
443201108HWMHOWMET AEROSPACE INC$45.1M0.10%229,852CommonSOLE
228368106CCKCROWN HOLDINGS INC$45.1M0.10%466,457CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$44.7M0.10%135,795CommonSOLE
942622200WSOWATSCOINC.$44.5M0.10%110,160CommonSOLE
87612E106TGTTARGET CORP.$44.5M0.10%496,344CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$44.5M0.10%357,797CommonSOLE
256677105DGDOLLAR GENERAL CORP$44.1M0.10%427,112CommonSOLE
969457100WMBWILLIAMS COS INC$44.1M0.10%695,768CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$44.0M0.10%127,176CommonSOLE
770700102HOODROBINHOOD MKTS INC$43.9M0.10%306,886CommonSOLE
817565104SCISERVICE CORP INT'L$43.4M0.10%521,901CommonSOLE
464288638IGIBISHARES TRUST ISHARE$43.4M0.10%801,281CommonSOLE
G0403H108AONAON PLC-A$43.3M0.10%121,336CommonSOLE
98978V103ZTSZOETIS INC$43.2M0.09%295,482CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$43.2M0.09%189,693CommonSOLE
464287234EEMISHARES MSCI EMERGIN$43.1M0.09%806,554CommonSOLE
42824C109HPEHP ENTERPRISE CO$42.9M0.09%1,746,869CommonSOLE
384802104GWWGRAINGER W W INC$42.9M0.09%44,968CommonSOLE
75734B100RDDTREDDIT INC-CL A$42.8M0.09%186,276CommonSOLE
466313103JBLJABIL INC$42.6M0.09%196,387CommonSOLE
369550108GDGENERAL DYNAMICS$42.2M0.09%123,863CommonSOLE
380237107GDDYGODADDY INC-CLASS A$42.1M0.09%307,884CommonSOLE
902973304USBUS BANCORP DEL$41.9M0.09%866,318CommonSOLE
G25508105CRHCRH PLC$41.3M0.09%344,369CommonSOLE
049468101TEAMATLASSIAN CORPORATION$40.8M0.09%255,545CommonSOLE
855244109SBUXSTARBUCKS CORP$40.5M0.09%478,609CommonSOLE
40434L105HPQHP INC$40.3M0.09%1,481,211CommonSOLE
45866F104ICEINTERCONTINENTAL EXC$40.2M0.09%238,452CommonSOLE
929740108WABWABTEC CORPORATION$40.0M0.09%199,762CommonSOLE
209115104EDCONSOLIDATED EDISON INC$39.4M0.09%392,381CommonSOLE
22160N109CSGPCOSTAR GROUP INC$39.3M0.09%466,278CommonSOLE
89417E109TRVTRAVELERS COMPANIES$39.0M0.09%139,500CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$38.9M0.09%732,030CommonSOLE
94106B101WCNWASTE CONNECTIONS$38.8M0.09%220,682CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$38.6M0.08%422,400CommonSOLE
29084Q100EMEEMCOR GROUP INC$38.1M0.08%58,707CommonSOLE
45168D104IDXXIDEXX LABS INC$38.1M0.08%59,590CommonSOLE
26210C104DBXDROPBOX INC-CLASS A$37.7M0.08%1,248,104CommonSOLE
857477103STTSTATE STREET CORP$37.5M0.08%322,890CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$37.2M0.08%179,631CommonSOLE
594972408MSTRSTRATEGY INC-A$37.0M0.08%114,983CommonSOLE
88339J105TTDTRADE DESK INC/THE-A$36.9M0.08%753,604CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$36.7M0.08%264,304CommonSOLE
00130H105AESAES CORPORATION$36.3M0.08%2,759,431CommonSOLE
291011104EMREMERSON ELECTRIC$35.9M0.08%273,747CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$35.5M0.08%105,099CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$35.3M0.08%77,461CommonSOLE
75886F107REGNREGENERON PHARMACEUT$35.3M0.08%62,820CommonSOLE
V7780T103RCLROYAL CARIB CRUISES$35.0M0.08%108,301CommonSOLE
79589L106IOTSAMSARA INC-CL A$34.9M0.08%937,362CommonSOLE
759509102RSRELIANCE INC$34.7M0.08%123,677CommonSOLE
56585A102MPCMARATHON PETROLEUM$34.7M0.08%180,083CommonSOLE
48553T106BZKANZHUN LTD(ADR)$34.6M0.08%1,481,430CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$34.6M0.08%177,055CommonSOLE
020002101ALLALLSTATE CORP$34.6M0.08%161,011CommonSOLE
064058100BKBANK OF NY MELLON CO$34.5M0.08%316,498CommonSOLE
N00985106AERAERCAP HOLDINGS NV$34.4M0.08%284,473CommonSOLE
693506107PPGPPG INDUSTRIES$34.2M0.08%325,669CommonSOLE
26856L103ELFELF BEAUTY INC$34.1M0.07%257,733CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$34.1M0.07%138,898CommonSOLE
278865100ECLECOLAB INC$33.9M0.07%123,866CommonSOLE
G51502105JCIJOHNSON CONTROLS INT$33.9M0.07%307,975CommonSOLE
48251W104KKRKKR & CO INC$33.8M0.07%260,033CommonSOLE
45337C102INCYINCYTE CORP.$33.7M0.07%397,532CommonSOLE
98138H101WDAYWORKDAY INC$33.6M0.07%139,696CommonSOLE
252131107DXCMDEXCOM INC.$33.3M0.07%494,819CommonSOLE
482497104BEKEKE HLDGS INC$33.1M0.07%1,740,683CommonSOLE
075887109BDXBECTON DICKINSON &$32.7M0.07%174,775CommonSOLE
337738108FISVFISERV, INC.$32.6M0.07%252,555CommonSOLE
92206C870VCITVANGUARD INT-TERM CO$32.4M0.07%385,230CommonSOLE
852234103XYZBLOCK INC-A$32.1M0.07%443,864CommonSOLE
92840M102VSTVISTRA CORP$31.8M0.07%162,115CommonSOLE
231021106CMICUMMINS INC$31.6M0.07%74,912CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-A$31.1M0.07%104,429CommonSOLE
833034101SNASNAP-ONINC.$31.1M0.07%89,625CommonSOLE
92939U106WECWEC ENERGY GROUP INC$31.0M0.07%270,680CommonSOLE
125269100CFCF INDUSTRIES HOLDIN$30.9M0.07%344,447CommonSOLE
893641100TDGTRANSDIGM GROUP INC$30.8M0.07%23,392CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$30.7M0.07%365,227CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$30.6M0.07%147,231CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$30.6M0.07%382,726CommonNONE
57667L107MTCHMATCH GROUP INC$30.3M0.07%858,509CommonNONE
988498101YUMYUM! BRANDS INC$30.2M0.07%198,556CommonSOLE
11271J107BNBROOKFIELD CORPORA-A$30.1M0.07%658,072CommonSOLE
833445109SNOWSNOWFLAKE INC$30.1M0.07%133,262CommonSOLE
253868103DLRDIGITAL RLTY TR INC$30.0M0.07%173,353CommonSOLE
745867101PHMPULTE GROUP INC.$29.6M0.06%223,719CommonSOLE
26884L109EQTEQT CORPORATION$29.1M0.06%534,485CommonSOLE
169656105CMGCHIPOTLE MEXICAN$28.9M0.06%737,182CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$28.7M0.06%55,861CommonSOLE
911363109URIUNITED RENTALS INC.$28.7M0.06%30,049CommonSOLE
867224107SUSUNCOR ENERGY INC$28.7M0.06%684,993CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$28.6M0.06%151,119CommonSOLE
62944T105NVRNVR INC$28.6M0.06%3,554CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$28.5M0.06%113,481CommonSOLE
219350105GLWCORNING INC.$28.4M0.06%346,408CommonSOLE
086516101BBYBEST BUY INC$28.3M0.06%374,135CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$27.6M0.06%334,770CommonSOLE
22052L104CTVACORTEVA INC$27.6M0.06%408,242CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$27.5M0.06%184,406CommonSOLE
74762E102QUREQUANTA SERVICES INC$27.2M0.06%65,725CommonSOLE
496902404KGCKINROSS GOLD CORP$27.2M0.06%1,097,400CommonNONE
92537N108VRTVERTIV HOLDINGS CO-A$27.2M0.06%180,452CommonSOLE
92276F100VTRVENTAS INC.$27.0M0.06%385,511CommonSOLE
911312106UPSUNITED PARCEL SRV-B$27.0M0.06%322,800CommonSOLE
681919106OMCOMNICOM GROUP INC$26.9M0.06%330,065CommonSOLE
001055102AFLAFLAC INC.$26.7M0.06%239,097CommonSOLE
099724106BWABORGWARNER INC$26.6M0.06%604,828CommonNONE
009158106APDAIR PRODUCTS & CHEM.$26.6M0.06%97,422CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIE$26.5M0.06%86,613CommonSOLE
G0450A105ACGLARCH CAPITAL GRP LTD$26.4M0.06%291,388CommonSOLE
879360105TDYTELEDYNE TECH.INC.$26.4M0.06%45,091CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$26.4M0.06%102,178CommonSOLE
25179M103DVNDEVON ENERGY CORP.$26.4M0.06%752,028CommonSOLE
756109104OREALTY INCOME CORP$26.2M0.06%430,517CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$26.1M0.06%87,514CommonSOLE
43300A203HLTHILTON WORLDWIDE HOL$25.8M0.06%99,588CommonSOLE
571903202MARMARRIOTT INTL INC'A'$25.7M0.06%98,815CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$25.2M0.06%27,355CommonSOLE
427866108HSYTHE HERSHEY COMPANY$25.1M0.06%134,308CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$24.9M0.05%635,973CommonSOLE
189054109CLXCLOROX COMPANY$24.8M0.05%200,837CommonSOLE
693718108PCARPACCAR INC$24.6M0.05%250,428CommonSOLE
89832Q109TFCTRUIST FINANCIAL COR$24.6M0.05%538,526CommonSOLE
876030107TPRTAPESTRY INC$24.5M0.05%216,083CommonSOLE
526057104LENLENNAR CORP CL-A$24.3M0.05%193,037CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$24.3M0.05%856,823CommonSOLE
256163106DOCUDOCUSIGN INC$24.1M0.05%334,099CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGE$24.1M0.05%180,502CommonSOLE
718546104PSXPHILLIPS 66$24.0M0.05%176,333CommonSOLE
316773100FITBFIFTH THIRD BANCORP$24.0M0.05%537,898CommonSOLE
366651107ITGARTNER INC$24.0M0.05%91,160CommonSOLE
436440101HO1HOLOGIC INC$23.6M0.05%349,061CommonSOLE
23331A109DHID.R. HORTON INC.$23.5M0.05%138,938CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$23.5M0.05%104,685CommonSOLE
704326107PAYXPAYCHEX INC$23.5M0.05%185,105CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$23.5M0.05%166,621CommonSOLE
487836108KKELLANOVA$23.3M0.05%283,738CommonSOLE
91913Y100VLOVALERO ENERGY CORP.$23.2M0.05%136,303CommonSOLE
682189105ONON SEMICONDUCTOR CORP$23.2M0.05%470,149CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$23.2M0.05%1,178,821CommonSOLE
773121108RKLBROCKET LAB CORP$23.1M0.05%482,677CommonSOLE
142339100CSLCARLISLE COS INC$23.0M0.05%69,954CommonSOLE
G3265R107APTVAPTIV PLC$22.9M0.05%265,920CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$22.9M0.05%188,718CommonSOLE
05464C101AXONAXON ENTERPRISE INC$22.7M0.05%31,651CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$22.7M0.05%54,038CommonSOLE
806857108SLBSLB LTD$22.3M0.05%648,997CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$22.2M0.05%166,617CommonSOLE
L44385109GLOBGLOBANT S A$22.2M0.05%386,653CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$21.9M0.05%75,929CommonSOLE
550021109LULULULULEMON ATHLETICA INC$21.9M0.05%123,054CommonSOLE
29452E101EQHEQUITABLE HOLDINGS I$21.9M0.05%430,860CommonSOLE
217204106CPRTCOPART, INC.$21.8M0.05%485,653CommonSOLE
59156R108METMETLIFE INC.$21.7M0.05%263,645CommonSOLE
171340102CHDCHURCH & DWIGHT CO.$21.7M0.05%247,808CommonSOLE
37940X102GPNGLOBAL PMTS INC$21.6M0.05%260,335CommonSOLE
464288588MBBISHARES MBS ETF$21.6M0.05%226,826CommonSOLE
30161N101EXCEXELON CORPORATION$21.6M0.05%479,239CommonSOLE
778296103ROSTROSS STORES INC.$21.5M0.05%141,384CommonSOLE
47215PAJ5JD 0.25 06/01/29JD.COM INC$21.5M0.05%200,000CommonNONE
929160109VMCVULCAN MATERIALS CO$21.5M0.05%69,977CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$21.4M0.05%119,868CommonNONE
49271V100KDPKEURIG DR PEPPER INC$21.2M0.05%830,451CommonSOLE
668771108GENGEN DIGITAL INC$21.1M0.05%744,278CommonSOLE
H2906T109GRMNGARMIN LTD.$20.8M0.05%84,505CommonSOLE
303250104FICOFAIR ISAAC CORP$20.7M0.05%13,858CommonSOLE
05722G100BKRBAKER HUGHES CO$20.6M0.05%422,831CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY H$20.5M0.05%86,991CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HO$20.4M0.04%229,323CommonSOLE
500754106KHCKRAFT HEINZ CO/THE$20.3M0.04%781,196CommonSOLE
90384S303ULTAULTA BEAUTY INC$20.3M0.04%37,166CommonSOLE
22822V101CCICROWN CASTLE INC$20.3M0.04%209,920CommonSOLE
531229755FWONKLIBERTY MEDIA CORP-F$20.3M0.04%193,899CommonSOLE
761152107RMDRESMED INC$20.2M0.04%73,779CommonSOLE
925652109VICIVICI PROPERTIES INC$20.0M0.04%614,164CommonSOLE
29476L107EQREQUITY RESIDENTIAL$20.0M0.04%308,282CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$19.7M0.04%329,852CommonSOLE
127097103CTRACOTERRA ENERGY INC$19.6M0.04%830,392CommonSOLE
00846U101AAGILENT TECHNOLOGIES$19.5M0.04%152,301CommonSOLE
G98239109XPXP INC - CLASS A$19.5M0.04%1,035,825CommonSOLE
883203101TXTTEXTRON INC$19.4M0.04%229,629CommonSOLE
871829107SYYSYSCO CORPORATION$19.3M0.04%234,872CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$19.2M0.04%158,398CommonSOLE
78468R408SJNKSPDR SERIES TRUST$19.2M0.04%750,000CommonSOLE
783513203RYAAYRYANAIR HLDGS (ADR)$19.1M0.04%317,863CommonSOLE
92936U109WPCWP CAREY INC.$19.1M0.04%283,045CommonSOLE
337932107FEFIRSTENERGY CORP.$19.1M0.04%415,914CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$19.0M0.04%288,619CommonSOLE
084423102WRBBERKLEY (WR) CORP$19.0M0.04%247,971CommonSOLE
146869102CVNACARVANA CO$18.8M0.04%49,802CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$18.8M0.04%133,249CommonSOLE
934423104WBDWARNER BROS DISCOVER$18.7M0.04%959,831CommonSOLE
866674104SUISUN COMMUNITIES INC$18.5M0.04%143,746CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMEN$18.4M0.04%72,509CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18.4M0.04%52,651CommonSOLE
06849F108BBARRICK MNG CORP$18.4M0.04%559,796CommonNONE
452327109ILMNILLUMINA INC.$18.4M0.04%193,230CommonSOLE
443573100HUBSHUBSPOT INC$18.2M0.04%38,924CommonSOLE
902252105TYLTYLER TECHNOLOGIES$18.2M0.04%34,739CommonSOLE
023608102AEEAMEREN CORPORATION$18.1M0.04%173,837CommonSOLE
G96629103WTWWILLIS TOWERS WATSON$18.1M0.04%52,441CommonSOLE
650111107NYTNEW YORK TIMES CO$18.0M0.04%313,003CommonSOLE
29364G103ETRENTERGY CORP NEW$17.9M0.04%191,967CommonSOLE
958102105WDCWESTERN DIGITAL CORP$17.7M0.04%147,665CommonSOLE
031100100AMEAMETEK INC.$17.7M0.04%94,277CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE -A$17.6M0.04%1,197,388CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$17.6M0.04%125,933CommonSOLE
69370C100PTCPTC INC$17.5M0.04%86,288CommonSOLE
670346105NUENUCOR CORP$17.4M0.04%128,447CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$17.3M0.04%230,967CommonSOLE
631103108NDAQNASDAQ INC$17.2M0.04%194,504CommonSOLE
008073108AVAVAEROVIRONMENT INC.$17.2M0.04%54,593CommonSOLE
55261F104MTBM & T CORPORATION$17.1M0.04%86,731CommonSOLE
35137L105FOXAFOX CORP - CLASS A$16.8M0.04%267,191CommonSOLE
11133T103BRBROADRIDGE FINANCIAL$16.8M0.04%70,457CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$16.6M0.04%60,500CommonSOLE
72352L106PINSPINTEREST INC-A$16.5M0.04%513,492CommonSOLE
453038408IMOIMPERIAL OIL LTD$16.5M0.04%181,484CommonNONE
744320102PRUPRUDENTIAL FINANCIAL$16.3M0.04%157,159CommonSOLE
165167735EXEEXPAND ENERGY CORP$16.3M0.04%153,309CommonSOLE
464287440IEFISHARES 7-10Y TR BD$16.3M0.04%168,547CommonSOLE
384109104GGGGRACO$16.1M0.04%189,999CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$16.1M0.04%282,910CommonSOLE
03743Q108APAAPA CORPORATION$16.0M0.04%660,730CommonNONE
87151X101SYMSYMBOTIC INC$15.8M0.03%292,977CommonSOLE
23918K108DVADAVITA INC$15.7M0.03%118,173CommonSOLE
98419M100XYLXYLEM INC.$15.6M0.03%105,797CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$15.5M0.03%588,591CommonSOLE
754730109RJFRAYMOND JAMES FIN.$15.5M0.03%89,922CommonSOLE
013091103ACIALBERTSONS COS INC -$15.3M0.03%874,631CommonSOLE
68622V106OGNORGANON & CO$15.3M0.03%1,430,593CommonNONE
902494103TSNTYSON FOODS CL 'A'$15.3M0.03%280,897CommonSOLE
959802109WUWESTERN UN CO$15.2M0.03%1,908,435CommonNONE
09075V102BNTXBIONTECH SE-ADR$15.2M0.03%154,186CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$15.2M0.03%151,664CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$15.1M0.03%235,662CommonSOLE
229663109CUBECUBESMART$15.1M0.03%371,495CommonSOLE
260003108DOVDOVER CORP$14.9M0.03%89,081CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$14.8M0.03%77,738CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14.8M0.03%195,389CommonSOLE
G8068L108SNSHARKNINJA INC$14.8M0.03%143,427CommonSOLE
464288646IGSBISHARES TRUST ISHARE$14.8M0.03%278,770CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$14.7M0.03%8,213CommonSOLE
12514G108CDWCDW CORP/DE$14.6M0.03%91,904CommonSOLE
237194105DRIDARDEN RESTAURANTS$14.6M0.03%76,743CommonSOLE
444859102HUMHUMANA$14.6M0.03%56,117CommonSOLE
775711104ROLROLLINS INC$14.6M0.03%248,380CommonSOLE
05329W102ANAUTONATION INC$14.5M0.03%66,489CommonNONE
26614N102DDDUPONT DE NEMOURS IN$14.4M0.03%185,316CommonSOLE
89055F103BLDTOPBUILD CORP$14.4M0.03%36,836CommonSOLE
406216101HALHALLIBURTON CO.$14.3M0.03%580,414CommonSOLE
526107107LIILENNOX INTL INC.$14.2M0.03%26,802CommonSOLE
03990B101ARESARES MANAGEMENT LP$14.1M0.03%88,077CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$14.0M0.03%73,970CommonSOLE
125896100CMSCMS ENERGY CORP$14.0M0.03%191,626CommonSOLE
G65163100JOBYJOBY AVIATION INC$14.0M0.03%864,524CommonSOLE
26701L100BROSDUTCH BROS INC-A$13.9M0.03%266,487CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$13.9M0.03%418,055CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM$13.9M0.03%293,999CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$13.9M0.03%58,843CommonSOLE
233331107DTEDTE ENERGY COMPANY$13.9M0.03%98,060CommonSOLE
464288513HYGISHARES IBOXX \ H/Y$13.7M0.03%168,990CommonSOLE
29605J106ESABESAB CORPORATION$13.7M0.03%122,631CommonSOLE
45687V106IRINGERSOLL-RAND INC$13.7M0.03%165,615CommonSOLE
55616P104MMACYS INC$13.6M0.03%759,398CommonNONE
50212V100LPLALPL FINL HLDGS INC$13.6M0.03%40,891CommonSOLE
030420103AWKAMERICAN WATER WORKS$13.4M0.03%96,440CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$13.4M0.03%109,310CommonSOLE
69351T106PPLPPL CORPORATION$13.4M0.03%360,028CommonSOLE
98980G102ZSZSCALER INC$13.4M0.03%44,633CommonSOLE
G8473T100STESTERIS PLC$13.3M0.03%53,857CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$13.3M0.03%247,500CommonSOLE
281020107EIXEDISON INTL$13.2M0.03%239,610CommonSOLE
68268W103OMFONEMAIN HLDGS INC$13.2M0.03%234,521CommonNONE
G0176J109ALLEALLEGION PLC$13.2M0.03%74,639CommonSOLE
540424108LLOEWS CORP$13.2M0.03%131,579CommonSOLE
15135B101CNCCENTENE CORPORATION$13.1M0.03%367,452CommonSOLE
294429105EFXEQUIFAX INC.$13.0M0.03%50,792CommonSOLE
49177J102KVUEKENVUE INC$12.9M0.03%795,402CommonSOLE
277276101EGPEASTGROUP PPTYS INC$12.8M0.03%75,873CommonSOLE
690742101OCOWENS CORNING INC$12.7M0.03%90,117CommonSOLE
25754A201DPZDOMINOS PIZZA INC$12.7M0.03%29,455CommonSOLE
443510607HUBBHUBBELL INCORPORATED$12.7M0.03%29,440CommonSOLE
336433107FSLRFIRST SOLAR INC$12.7M0.03%57,433CommonSOLE
45841N107IBKRINTERACTIVE BROKER-A$12.6M0.03%183,577CommonSOLE
59522J103MAAMID-AMERICA APRT COM$12.6M0.03%90,249CommonSOLE

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.