MondegarAI
ALLIANZ SE

Q3 2025 · 13F-HR

ALLIANZ SEholdings as filed

Filed 2025-11-12 · accession 0001193125-25-276089

$4.71B
Reported value
372
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · ALLIANZ SE · Q3 2025

AI · grounded in 13F

ALLIANZ SE established a new position in IVV valued at $1.1B. The fund also initiated new stakes in NVDA for $168.3M and MSFT for $166.5M. Additional new positions include AAPL at $153.9M and NEM at $149.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$1.10B23.3%1,640,740CommonNONE
67066G104NVDANVIDIA CORPORATION$168.3M3.58%901,926CommonSOLE
594918104MSFTMICROSOFT CORP$166.5M3.54%321,516CommonSOLE
037833100AAPLAPPLE INC$153.9M3.27%604,495CommonSOLE
651639106NEMNEWMONT CORP$149.1M3.17%1,769,056CommonSOLE
46090E103QQQINVESCO QQQ TR$126.7M2.69%210,957CommonSOLE
023135106AMZNAMAZON COM INC$115.8M2.46%527,482CommonSOLE
02079K305GOOGLALPHABET INC$112.4M2.39%462,358CommonSOLE
06849F108BBARRICK MNG CORP$106.1M2.26%3,230,629CommonSOLE
464285204IAUISHARES GOLD TR$86.4M1.83%1,186,632CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$76.7M1.63%115,137CommonSOLE
02157E106ALTIALTI GLOBAL INC$74.2M1.58%20,841,870CommonSOLE
464288257ACWIISHARES TR$72.7M1.54%525,931CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$64.6M1.37%204,812CommonSOLE
464286608EZUISHARES INC$59.2M1.26%956,487CommonNONE
30303M102METAMETA PLATFORMS INC$58.6M1.25%79,832CommonSOLE
11135F101AVGOBROADCOM INC$56.2M1.20%170,477CommonSOLE
02079K107GOOGALPHABET INC$55.4M1.18%227,469CommonSOLE
88160R101TSLATESLA INC$48.2M1.02%108,305CommonSOLE
025816109AXPAMERICAN EXPRESS CO$43.3M0.92%130,352CommonSOLE
92826C839VVISA INC$38.7M0.82%113,487CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$37.0M0.79%65,082CommonSOLE
922908363VOOVANGUARD INDEX FDS$33.7M0.72%55,054CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$33.5M0.71%66,568CommonSOLE
G54950103LINLINDE PLC$31.3M0.67%65,968CommonSOLE
68389X105ORCLORACLE CORP$30.7M0.65%109,007CommonSOLE
532457108LLYELI LILLY & CO$30.2M0.64%39,590CommonSOLE
464287457SHYISHARES TR$28.4M0.60%342,489CommonNONE
718172109PMPHILIP MORRIS INTL INC$26.7M0.57%164,342CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$26.1M0.55%75,618CommonSOLE
478160104JNJJOHNSON & JOHNSON$24.4M0.52%131,612CommonSOLE
64110L106NFLXNETFLIX INC$24.1M0.51%20,109CommonSOLE
46434V464CRBNISHARES TR$23.3M0.49%102,515CommonNONE
149123101CATCATERPILLAR INC$22.8M0.48%47,764CommonSOLE
00287Y109ABBVABBVIE INC$21.9M0.47%94,649CommonSOLE
254687106DISDISNEY WALT CO$21.7M0.46%189,371CommonSOLE
464287234EEMISHARES TR$20.5M0.43%383,216CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$20.3M0.43%21,903CommonSOLE
931142103WMTWALMART INC$19.6M0.42%189,744CommonSOLE
580135101MCDMCDONALDS CORP$19.3M0.41%63,646CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.8M0.40%346,097CommonSOLE
717081103PFEPFIZER INC$18.7M0.40%734,856CommonSOLE
92204A405VFHVANGUARD WORLD FD$18.0M0.38%136,810CommonSOLE
949746101WMT2WELLS FARGO CO NEW$17.3M0.37%206,925CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$17.3M0.37%176,862CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$17.2M0.37%106,201CommonSOLE
17275R102CSCOCISCO SYS INC$17.2M0.36%250,879CommonSOLE
060505104BACBANK AMERICA CORP$17.1M0.36%331,935CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.0M0.36%21,297CommonSOLE
464287184FXIISHARES TR$16.9M0.36%410,734CommonNONE
437076102HDHOME DEPOT INC$16.7M0.36%41,291CommonSOLE
N3167Y103RACEFERRARI N V$16.7M0.35%34,392CommonSOLE
742718109PGPROCTER AND GAMBLE CO$15.9M0.34%103,190CommonSOLE
78468R796SPYXSPDR SERIES TRUST$15.5M0.33%282,008CommonNONE
31428X106FDXFEDEX CORP$15.4M0.33%65,201CommonSOLE
369604301GEGE AEROSPACE$14.9M0.32%49,640CommonSOLE
65339F101NEENEXTERA ENERGY INC$14.9M0.32%197,123CommonSOLE
922908751VBVANGUARD INDEX FDS$14.4M0.31%56,605CommonSOLE
172967424CCITIGROUP INC$14.2M0.30%139,860CommonSOLE
617446448MSMORGAN STANLEY$14.1M0.30%88,907CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$14.1M0.30%77,185CommonSOLE
29250N105ENBENBRIDGE INC$14.0M0.30%277,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$13.5M0.29%80,354CommonSOLE
464286657BKFISHARES INC$13.5M0.29%297,584CommonNONE
00724F101ADBEADOBE INC$13.3M0.28%37,721CommonSOLE
09290D101BLKBLACKROCK INC$12.8M0.27%10,949CommonSOLE
464288224ICLNISHARES TR$12.1M0.26%782,877CommonNONE
79466L302CRMSALESFORCE INC$11.8M0.25%49,851CommonSOLE
031162100AMGNAMGEN INC$11.7M0.25%41,346CommonSOLE
872590104TMUST-MOBILE US INC$11.7M0.25%48,711CommonSOLE
002824100ABTABBOTT LABS$11.6M0.25%86,499CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$11.5M0.24%59,889CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11.5M0.24%25,680CommonSOLE
747525103QCOMQUALCOMM INC$11.5M0.24%68,925CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$11.3M0.24%40,213CommonSOLE
816851109SRESEMPRA$10.9M0.23%121,190CommonSOLE
291011104EMREMERSON ELEC CO$10.8M0.23%82,658CommonSOLE
461202103INTUINTUIT$10.6M0.23%15,529CommonSOLE
427866108HSYHERSHEY CO$10.4M0.22%55,741CommonSOLE
25809K105DASHDOORDASH INC$10.1M0.22%37,300CommonSOLE
464286178GHYGISHARES INC$10.0M0.21%214,572CommonNONE
032654105ADIANALOG DEVICES INC$9.9M0.21%40,484CommonSOLE
713448108PEPPEPSICO INC$9.9M0.21%70,510CommonSOLE
81141R100SESEA LTD$9.7M0.21%54,510CommonSOLE
94106L109WMWASTE MGMT INC DEL$9.6M0.20%43,654CommonSOLE
00206R102TAT&T INC$9.6M0.20%338,198CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$9.4M0.20%50,278CommonSOLE
053332102AZOAUTOZONE INC$9.4M0.20%2,199CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9.4M0.20%32,046CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$9.4M0.20%23,921CommonSOLE
548661107LOWLOWES COS INC$9.3M0.20%37,096CommonSOLE
H1467J104CBCHUBB LIMITED$9.2M0.20%32,720CommonSOLE
654106103NKENIKE INC$9.2M0.20%132,037CommonSOLE
82509L107SHOPSHOPIFY INC$9.0M0.19%60,646CommonSOLE
59156R108METMETLIFE INC$8.8M0.19%106,644CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.6M0.18%90,478CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$8.5M0.18%108,378CommonSOLE
58933Y105MRKMERCK & CO INC$8.5M0.18%100,714CommonSOLE
75513E101RTXRTX CORPORATION$8.4M0.18%50,282CommonSOLE
46434G103IEMGISHARES INC$8.3M0.18%126,550CommonNONE
87807B107TRPTC ENERGY CORP$8.3M0.18%152,807CommonSOLE
92189F106GDXVANECK ETF TRUST$8.2M0.17%107,560CommonNONE
78409V104SPGIS&P GLOBAL INC$8.2M0.17%16,757CommonSOLE
244199105DEDEERE & CO$8.0M0.17%17,431CommonSOLE
36828A101GEVGE VERNOVA INC$8.0M0.17%12,948CommonSOLE
443201108HWMHOWMET AEROSPACE INC$7.9M0.17%40,186CommonSOLE
78464A755XMESPDR SERIES TRUST$7.9M0.17%84,270CommonNONE
30161N101EXCEXELON CORP$7.8M0.17%174,015CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.8M0.17%97,345CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$7.7M0.16%23,860CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.5M0.16%15,552CommonSOLE
81762P102NOWSERVICENOW INC$7.5M0.16%8,164CommonSOLE
907818108UNPUNION PAC CORP$7.5M0.16%31,707CommonSOLE
191216100KOCOCA COLA CO$7.5M0.16%112,669CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.4M0.16%189,779CommonSOLE
78468R556XOPSPDR SERIES TRUST$7.4M0.16%56,025CommonNONE
G5960L103MDTMEDTRONIC PLC$7.3M0.16%77,070CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.0M0.15%21,394CommonSOLE
125523100CITHE CIGNA GROUP$7.0M0.15%24,367CommonSOLE
126408103CSXCSX CORP$6.9M0.15%193,239CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$6.9M0.15%39,000CommonSOLE
806857108SLBSCHLUMBERGER LTD$6.8M0.14%197,299CommonSOLE
609207105MDLZMONDELEZ INTL INC$6.6M0.14%105,775CommonSOLE
482480100KLACKLA CORP$6.5M0.14%6,063CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6.3M0.13%22,634CommonSOLE
040413205ANETARISTA NETWORKS INC$6.3M0.13%43,276CommonSOLE
74340W103PLDPROLOGIS INC.$6.3M0.13%54,777CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.2M0.13%25,290CommonSOLE
464288570DSIISHARES TR$6.2M0.13%49,498CommonNONE
46137V134PBWINVESCO EXCHANGE TRADED FD T$6.2M0.13%214,068CommonNONE
235851102DHRDANAHER CORPORATION$6.2M0.13%31,125CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.0M0.13%12,245CommonSOLE
126650100CVSCVS HEALTH CORP$5.9M0.12%77,714CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.7M0.12%67,936CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.6M0.12%49,360CommonSOLE
852234103XYZBLOCK INC$5.6M0.12%77,000CommonSOLE
038222105AMATAPPLIED MATLS INC$5.5M0.12%26,737CommonNONE
20030N101CMCSACOMCAST CORP NEW$5.4M0.12%173,313CommonSOLE
458140100INTCINTEL CORP$5.4M0.11%160,025CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.2M0.11%2,227CommonSOLE
615369105MCOMOODYS CORP$4.8M0.10%10,090CommonSOLE
22160N109CSGPCOSTAR GROUP INC$4.7M0.10%56,052CommonSOLE
032095101APHAMPHENOL CORP NEW$4.7M0.10%37,760CommonSOLE
55024U109LITELUMENTUM HLDGS INC$4.7M0.10%28,685CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$4.5M0.10%13,857CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$4.4M0.09%24,710CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.2M0.09%94,033CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.2M0.09%38,779CommonSOLE
N3168P101FERFERROVIAL SE$4.2M0.09%72,703CommonSOLE
871607107SNPSSYNOPSYS INC$4.1M0.09%8,260CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$4.1M0.09%255,000CommonSOLE
351858105FNVFRANCO NEV CORP$4.1M0.09%18,203CommonNONE
G87052109TELTE CONNECTIVITY PLC$4.0M0.09%18,344CommonSOLE
12504L109CBRECBRE GROUP INC$4.0M0.08%25,094CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$4.0M0.08%590,000CommonSOLE
72352L106PINSPINTEREST INC$3.9M0.08%122,250CommonSOLE
047649108ATKRATKORE INC$3.9M0.08%62,273CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$3.8M0.08%27,061CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.7M0.08%76,387CommonSOLE
03831W108APPAPPLOVIN CORP$3.7M0.08%5,175CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$3.7M0.08%220,000CommonSOLE
444859102HUMHUMANA INC$3.6M0.08%13,960CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$3.5M0.08%11,404CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.4M0.07%2,594CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.06%18,812CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2.9M0.06%29,000CommonSOLE
294429105EFXEQUIFAX INC$2.8M0.06%10,960CommonSOLE
384802104GWWGRAINGER W W INC$2.8M0.06%2,935CommonSOLE
049560105ATOATMOS ENERGY CORP$2.7M0.06%15,985CommonSOLE
988498101YUMYUM BRANDS INC$2.7M0.06%17,503CommonSOLE
22822V101CCICROWN CASTLE INC$2.6M0.06%27,106CommonNONE
55354G100MSCIMSCI INC$2.6M0.06%4,575CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.6M0.05%11,333CommonSOLE
62944T105NVRNVR INC$2.5M0.05%309CommonSOLE
929160109VMCVULCAN MATLS CO$2.5M0.05%8,023CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.4M0.05%45,000CommonSOLE
98419M100XYLXYLEM INC$2.4M0.05%16,423CommonSOLE
45687V106IRINGERSOLL RAND INC$2.4M0.05%28,545CommonSOLE
693718108PCARPACCAR INC$2.3M0.05%23,502CommonSOLE
217204106CPRTCOPART INC$2.2M0.05%49,180CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.2M0.05%36,084CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2.1M0.05%3,626CommonSOLE
857477103STTSTATE STR CORP$2.1M0.04%18,073CommonSOLE
29082A107EMBJEMBRAER S.A.$2.0M0.04%33,589CommonSOLE
48251W104KKRKKR & CO INC$2.0M0.04%15,310CommonSOLE
61945C103MOSMOSAIC CO NEW$2.0M0.04%56,800CommonSOLE
464286400EWZISHARES INC$1.9M0.04%62,756CommonNONE
92343E102VRSNVERISIGN INC$1.9M0.04%6,922CommonSOLE
011532108AGIALAMOS GOLD INC NEW$1.9M0.04%55,105CommonSOLE
64110D104NTAPNETAPP INC$1.9M0.04%16,112CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.9M0.04%11,382CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.9M0.04%48,500CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.9M0.04%24,058CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.9M0.04%31,250CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.7M0.04%24,584CommonSOLE
22052L104CTVACORTEVA INC$1.7M0.04%25,804CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.7M0.04%4,962CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.7M0.04%12,772CommonNONE
219350105GLWCORNING INC$1.7M0.04%20,530CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.04%311CommonSOLE
N20944109CNHCNH INDL N V$1.7M0.04%154,100CommonSOLE
831865209AOSSMITH A O CORP$1.6M0.03%21,416CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.6M0.03%8,934CommonSOLE
260003108DOVDOVER CORP$1.5M0.03%9,265CommonSOLE
882508104TXNTEXAS INSTRS INC$1.5M0.03%8,394CommonSOLE
871829107SYYSYSCO CORP$1.5M0.03%18,319CommonSOLE
G29183103ETNEATON CORP PLC$1.5M0.03%4,005CommonNONE
097023105BABOEING CO$1.5M0.03%6,914CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.5M0.03%11,250CommonSOLE
704326107PAYXPAYCHEX INC$1.5M0.03%11,527CommonSOLE
95040Q104WELLWELLTOWER INC$1.4M0.03%8,110CommonSOLE
88579Y101MMM3M CO$1.4M0.03%9,241CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.4M0.03%7,241CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.3M0.03%13,770CommonSOLE
N82405106STLASTELLANTIS N.V$1.3M0.03%141,848CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.3M0.03%3,600CommonNONE
92276F100VTRVENTAS INC$1.2M0.03%17,850CommonSOLE
D18190898DBDEUTSCHE BANK A G$1.2M0.03%35,000CommonSOLE
594972408MSTRSTRATEGY INC$1.2M0.03%3,700CommonSOLE
863667101SYKSTRYKER CORPORATION$1.2M0.02%3,130CommonSOLE
02209S103MOALTRIA GROUP INC$1.1M0.02%17,371CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.1M0.02%3,271CommonSOLE
337738108FISVFISERV INC$1.1M0.02%8,454CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.1M0.02%4,040CommonSOLE
693506107PPGPPG INDS INC$1.0M0.02%9,767CommonSOLE
722304102PDDPDD HOLDINGS INC$984,1380.02%7,446CommonNONE
46429B655FLOTISHARES TR$967,4480.02%18,938CommonNONE
40412C101HCAHCA HEALTHCARE INC$907,8060.02%2,130CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$903,6720.02%16,800CommonNONE
278865100ECLECOLAB INC$886,2110.02%3,236CommonNONE
56501R106MFCMANULIFE FINL CORP$878,7900.02%28,200CommonNONE
336433107FSLRFIRST SOLAR INC$874,1810.02%3,964CommonNONE
009158106APDAIR PRODS & CHEMS INC$869,9770.02%3,190CommonNONE
835699307SONYSONY GROUP CORP$863,7000.02%30,000CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$857,2330.02%9,382CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$852,7600.02%1,710CommonSOLE
891160509TDTORONTO DOMINION BK ONT$851,7520.02%10,650CommonSOLE
576323109MTZMASTEC INC$838,6840.02%3,941CommonNONE
00508Y102AYIACUITY INC$829,9800.02%2,410CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$818,8050.02%12,750CommonNONE
46266C105IQVIQVIA HLDGS INC$818,6410.02%4,310CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$817,2360.02%3,150CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$813,1840.02%6,540CommonSOLE
267475101DYDYCOM INDS INC$790,6700.02%2,710CommonSOLE
36870W100GNTAGENENTA SCIENCE S P A$744,2790.02%234,050CommonSOLE
74762E102QUREQUANTA SVCS INC$728,9650.02%1,759CommonNONE
697435105PANWPALO ALTO NETWORKS INC$695,1590.01%3,414CommonNONE
25746U109DDOMINION ENERGY INC$680,2100.01%11,120CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$670,7880.01%26,050CommonSOLE
056525108BMIBADGER METER INC$662,7100.01%3,711CommonNONE
682189105ONON SEMICONDUCTOR CORP$637,1350.01%12,921CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$624,9700.01%14,220CommonSOLE
16411R208LNGCHENIERE ENERGY INC$620,3470.01%2,640CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$602,0970.01%4,192CommonNONE
N72482206QGENQIAGEN NV$585,6070.01%13,164CommonSOLE
252131107DXCMDEXCOM INC$581,1160.01%8,636CommonSOLE
046353108AZNNASTRAZENECA PLC$568,4180.01%7,409CommonNONE
115236101BROBROWN & BROWN INC$532,7270.01%5,680CommonSOLE
09075V102BNTXBIONTECH SE$530,5760.01%5,380CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$452,0500.01%5,000CommonSOLE
438516106HONHONEYWELL INTL INC$448,3650.01%2,130CommonSOLE
518439104ELLAUDER ESTEE COS INC$446,0630.01%5,062CommonSOLE
20825C104COPCONOCOPHILLIPS$422,6280.01%4,468CommonSOLE
34965K107FTREFORTREA HLDGS INC$404,1600.01%48,000CommonSOLE
745867101PHMPULTE GROUP INC$401,6750.01%3,040CommonSOLE
369550108GDGENERAL DYNAMICS CORP$389,0810.01%1,141CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$382,0460.01%20,300CommonNONE
743315103PGRPROGRESSIVE CORP$382,0320.01%1,547CommonSOLE
767204100RIORIO TINTO PLC$364,5730.01%5,523CommonNONE
670346105NUENUCOR CORP$357,5350.01%2,640CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$342,2540.01%1,610CommonSOLE
680223104ORIOLD REP INTL CORP$339,7600.01%8,000CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$338,2050.01%700CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$319,6520.01%3,830CommonSOLE
855244109SBUXSTARBUCKS CORP$318,0960.01%3,760CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$313,4290.01%1,700CommonSOLE
281020107EIXEDISON INTL$312,8850.01%5,660CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$311,3600.01%4,643CommonSOLE
69344D408PHIPLDT INC$290,2050.01%15,519CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$289,9290.01%460CommonSOLE
09260D107BXBLACKSTONE INC$281,9030.01%1,650CommonSOLE
679295105OKTAOKTA INC$275,1000.01%3,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$271,2530.01%1,610CommonSOLE
26875P101EOGEOG RES INC$270,2090.01%2,410CommonSOLE
858119100STLDSTEEL DYNAMICS INC$269,1000.01%1,930CommonSOLE
406216101HALHALLIBURTON CO$265,6800.01%10,800CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$265,3400.01%6,083CommonNONE
78440P306SKMSK TELECOM CO LTD$258,8110.01%11,982CommonNONE
243537107DECKDECKERS OUTDOOR CORP$256,5670.01%2,531CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$250,6090.01%970CommonSOLE
922908744VTVVANGUARD INDEX FDS$246,9130.01%1,324CommonNONE
653656108NICENICE LTD$246,1260.01%1,700CommonSOLE
278642103EBAYEBAY INC.$245,5650.01%2,700CommonSOLE
46428Q109SLVISHARES SILVER TR$245,2380.01%5,788CommonNONE
110448107BTIBRITISH AMERN TOB PLC$243,7430.01%4,592CommonNONE
98262P200WWWW INTL INC$240,7680.01%8,800CommonSOLE
58155Q103MCKMCKESSON CORP$239,4870.01%310CommonSOLE
833445109SNOWSNOWFLAKE INC$234,5720.00%1,040CommonSOLE
496902404KGCKINROSS GOLD CORP$230,5720.00%9,291CommonNONE
464286327SLVPISHARES INC$220,7390.00%8,065CommonNONE
056752108BIDUBAIDU INC$215,1800.00%1,633CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$210,1750.00%2,500CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$206,1680.00%1,666CommonSOLE
47215P106JDJD.COM INC$195,9230.00%5,601CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$193,6470.00%2,490CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$187,1220.00%2,780CommonSOLE
464287655IWMISHARES TR$171,5500.00%709CommonNONE
744320102PRUPRUDENTIAL FINL INC$171,1710.00%1,650CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$170,7910.00%850CommonSOLE
464288240ACWXISHARES TR$161,0300.00%2,477CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$159,9240.00%1,200CommonSOLE
464286822EWWISHARES INC$152,2450.00%2,232CommonNONE
209115104EDCONSOLIDATED EDISON INC$146,7590.00%1,460CommonSOLE
513272104LWLAMB WESTON HLDGS INC$145,2000.00%2,500CommonSOLE
74435K204PUKPRUDENTIAL PLC$142,6650.00%5,097CommonNONE
H42097107UBSUBS GROUP AG$138,5200.00%3,390CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$137,2400.00%1,825CommonNONE
922908736VUGVANGUARD INDEX FDS$130,4540.00%272CommonNONE
H01301128ALCALCON AG$126,6210.00%1,700CommonSOLE
29355A107ENPHENPHASE ENERGY INC$123,9360.00%3,502CommonNONE
92537N108VRTVERTIV HOLDINGS CO$120,2350.00%797CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$104,9100.00%740CommonNONE
577081102MATMATTEL INC$102,6630.00%6,100CommonSOLE
784730103SSRMSSR MINING IN$98,9310.00%4,051CommonNONE
60770K107MRNAMODERNA INC$95,0540.00%3,680CommonSOLE
46436E361IBLCISHARES TR$91,1670.00%1,646CommonNONE
921910816MGKVANGUARD WORLD FD$86,9230.00%216CommonNONE
46434G822EWJISHARES INC$81,0120.00%1,010CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$78,9320.00%560CommonNONE
H2927K103AMRZAMRIZE LTD$77,6850.00%1,610CommonSOLE
Q4982L109IRENIREN LIMITED$57,2550.00%1,220CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$56,3470.00%9,360CommonSOLE
36118L106FUTUFUTU HLDGS LTD$50,4340.00%290CommonSOLE
375558103GILDGILEAD SCIENCES INC$47,7300.00%430CommonSOLE
761152107RMDRESMED INC$45,4390.00%166CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$44,6850.00%1,500CommonNONE
464286749EWLISHARES INC$41,7060.00%755CommonNONE
922908512VOEVANGUARD INDEX FDS$41,3750.00%237CommonNONE
464288679SHVISHARES TR$38,5610.00%349CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$36,1670.00%430CommonNONE
464287523SOXXISHARES TR$34,7030.00%128CommonNONE
088606108BHPBHP GROUP LTD$34,6770.00%622CommonNONE
13321L108CCJCAMECO CORP$32,5700.00%388CommonNONE
670100205NVONOVO-NORDISK A S$32,0730.00%578CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$26,7580.00%124CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$25,6160.00%321CommonNONE
464287762IYHISHARES TR$24,9560.00%425CommonNONE
012653101ALBALBEMARLE CORP$24,3240.00%300CommonNONE
90138F102TWLOTWILIO INC$22,5200.00%225CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$20,6300.00%840CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$20,2130.00%116CommonNONE
516544103LNTHLANTHEUS HLDGS INC$19,7980.00%386CommonNONE
780287108RGLDROYAL GOLD INC$18,4530.00%92CommonNONE
88339J105TTDTHE TRADE DESK INC$17,9870.00%367CommonNONE
77543R102ROKUROKU INC$16,2210.00%162CommonNONE
487836108KKELLANOVA$16,1580.00%197CommonNONE
92556V106VTRSVIATRIS INC$16,1570.00%1,632CommonSOLE
227046109CROXCROCS INC$15,6240.00%187CommonNONE
30212P303EXPEEXPEDIA GROUP INC$14,5350.00%68CommonNONE
03073E105CORCENCORA INC$12,1890.00%39CommonNONE
247361702DALDELTA AIR LINES INC DEL$12,1450.00%214CommonNONE
921910840MGVVANGUARD WORLD FD$11,9830.00%87CommonNONE
91913Y100VLOVALERO ENERGY CORP$9,7050.00%57CommonNONE
37637K108GTLBGITLAB INC$9,0160.00%200CommonNONE
058498106BALLBALL CORP$8,1180.00%161CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$7,9600.00%94CommonNONE
142339100CSLCARLISLE COS INC$7,8950.00%24CommonNONE
368736104GNRCGENERAC HLDGS INC$7,5330.00%45CommonNONE
303250104FICOFAIR ISAAC CORP$7,4830.00%5CommonNONE
46429B671MCHIISHARES TR$6,7170.00%102CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$6,1850.00%438CommonNONE
N2451R105CVACCUREVAC N V$4850.00%90CommonNONE

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.