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Siemens Fonds Invest GmbH

Q3 2025 · 13F-HR

Siemens Fonds Invest GmbHholdings as filed

Filed 2025-11-14 · accession 0001193125-25-281511

$1.83B
Reported value
552
Positions
2025-09-30
Period end
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The Brief · Siemens Fonds Invest GmbH · Q3 2025

AI · grounded in 13F

Siemens Fonds Invest GmbH established a new position in NVDA valued at $127.6M. The fund also initiated new stakes in MSFT for $122.6M and AAPL for $115.3M. Additional new positions included AMZN, GOOGL, and META.

Holdings as filed

First 500 of 552

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$127.6M6.98%683,908CommonSOLE
594918104MSFTMICROSOFT CORP$122.6M6.71%236,723CommonSOLE
037833100AAPLAPPLE INC$115.3M6.30%452,678CommonSOLE
023135106AMZNAMAZON COM INC$59.6M3.26%271,369CommonSOLE
02079K305GOOGLALPHABET INC$55.0M3.01%226,264CommonSOLE
30303M102METAMETA PLATFORMS INC$48.2M2.63%65,585CommonSOLE
11135F101AVGOBROADCOM INC$46.8M2.56%141,831CommonSOLE
02079K107GOOGALPHABET INC$38.7M2.12%159,060CommonSOLE
88160R101TSLATESLA INC$29.6M1.62%66,575CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$26.0M1.42%82,385CommonSOLE
92826C839VVISA INC$19.8M1.08%57,859CommonSOLE
478160104JNJJOHNSON & JOHNSON$16.1M0.88%86,968CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.8M0.86%17,075CommonSOLE
68389X105ORCLORACLE CORP$15.2M0.83%54,003CommonSOLE
64110L106NFLXNETFLIX INC$15.1M0.83%12,624CommonSOLE
532457108LLYELI LILLY & CO$15.1M0.83%19,835CommonSOLE
00287Y109ABBVABBVIE INC$14.9M0.81%64,176CommonSOLE
17275R102CSCOCISCO SYS INC$14.7M0.80%214,741CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.5M0.79%25,451CommonSOLE
931142103WMTWALMART INC$13.8M0.76%134,170CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$12.8M0.70%70,044CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.1M0.66%24,143CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.1M0.61%72,051CommonSOLE
G54950103LINLINDE PLC$11.0M0.60%23,204CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.9M0.60%31,659CommonSOLE
060505104BACBANK AMERICA CORP$10.2M0.56%197,341CommonSOLE
437076102HDHOME DEPOT INC$10.0M0.55%24,764CommonSOLE
747525103QCOMQUALCOMM INC$9.5M0.52%57,235CommonSOLE
882508104TXNTEXAS INSTRS INC$9.4M0.51%51,212CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.9M0.49%55,063CommonSOLE
031162100AMGNAMGEN INC$8.9M0.49%31,509CommonSOLE
191216100KOCOCA COLA CO$8.6M0.47%130,288CommonSOLE
580135101MCDMCDONALDS CORP$8.5M0.46%27,964CommonSOLE
461202103INTUINTUIT$8.4M0.46%12,312CommonSOLE
58933Y105MRKMERCK & CO INC$8.3M0.45%98,595CommonSOLE
512807306LRCXLAM RESEARCH CORP$8.2M0.45%60,915CommonSOLE
949746101WMT2WELLS FARGO CO NEW$8.1M0.45%97,155CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.1M0.44%107,522CommonSOLE
002824100ABTABBOTT LABS$8.0M0.44%60,090CommonSOLE
617446448MSMORGAN STANLEY$7.9M0.43%50,012CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.9M0.43%32,079CommonSOLE
032095101APHAMPHENOL CORP NEW$7.8M0.43%63,385CommonSOLE
713448108PEPPEPSICO INC$7.8M0.43%55,680CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$7.8M0.43%38,717CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.7M0.42%26,287CommonSOLE
H1467J104CBCHUBB LIMITED$7.7M0.42%27,277CommonSOLE
149123101CATCATERPILLAR INC$7.7M0.42%16,099CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7.6M0.41%16,936CommonSOLE
291011104EMREMERSON ELEC CO$7.4M0.41%56,472CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.3M0.40%1,355CommonSOLE
872590104TMUST-MOBILE US INC$7.3M0.40%30,457CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.2M0.40%21,814CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7.1M0.39%42,547CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$7.0M0.38%8,815CommonSOLE
038222105AMATAPPLIED MATLS INC$6.9M0.38%33,836CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.8M0.37%60,101CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.7M0.37%23,847CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.4M0.35%29,099CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.4M0.35%13,165CommonSOLE
482480100KLACKLA CORP$6.2M0.34%5,745CommonSOLE
00724F101ADBEADOBE INC$6.2M0.34%17,553CommonSOLE
040413205ANETARISTA NETWORKS INC$6.0M0.33%41,495CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.9M0.32%61,941CommonSOLE
717081103PFEPFIZER INC$5.9M0.32%230,597CommonSOLE
79466L302CRMSALESFORCE INC$5.8M0.32%24,609CommonSOLE
H2906T109GRMNGARMIN LTD$5.8M0.32%23,648CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.8M0.32%59,330CommonSOLE
254687106DISDISNEY WALT CO$5.8M0.32%50,423CommonSOLE
743315103PGRPROGRESSIVE CORP$5.8M0.32%23,364CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.7M0.31%60,201CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.7M0.31%51,745CommonSOLE
81762P102NOWSERVICENOW INC$5.7M0.31%6,222CommonSOLE
172967424CCITIGROUP INC$5.7M0.31%56,409CommonSOLE
872540109TJXTJX COS INC NEW$5.7M0.31%39,462CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$5.7M0.31%28,330CommonSOLE
126650100CVSCVS HEALTH CORP$5.6M0.31%74,864CommonSOLE
001055102AFLAFLAC INC$5.5M0.30%49,283CommonSOLE
863667101SYKSTRYKER CORPORATION$5.5M0.30%14,871CommonSOLE
244199105DEDEERE & CO$5.5M0.30%11,923CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.4M0.30%123,172CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$5.4M0.29%31,029CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.3M0.29%26,042CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5.3M0.29%21,545CommonSOLE
704326107PAYXPAYCHEX INC$5.2M0.29%41,165CommonSOLE
458140100INTCINTEL CORP$5.2M0.29%155,461CommonSOLE
36828A101GEVGE VERNOVA INC$5.1M0.28%8,304CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$5.0M0.28%14,332CommonSOLE
631103108NDAQNASDAQ INC$5.0M0.27%56,630CommonSOLE
032654105ADIANALOG DEVICES INC$5.0M0.27%20,251CommonSOLE
00206R102TAT&T INC$5.0M0.27%175,854CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.9M0.27%17,705CommonSOLE
N72482206QGENQIAGEN NV$4.9M0.27%129,830CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.9M0.27%49,745CommonSOLE
09290D101BLKBLACKROCK INC$4.9M0.27%4,165CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.8M0.26%2,058CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.8M0.26%16,567CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.8M0.26%18,226CommonSOLE
09260D107BXBLACKSTONE INC$4.7M0.26%27,718CommonSOLE
654106103NKENIKE INC$4.7M0.26%67,421CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.7M0.26%24,298CommonSOLE
78409V104SPGIS&P GLOBAL INC$4.6M0.25%9,497CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.5M0.25%142,676CommonSOLE
548661107LOWLOWES COS INC$4.4M0.24%17,454CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.4M0.24%8,941CommonSOLE
231021106CMICUMMINS INC$4.4M0.24%10,314CommonSOLE
907818108UNPUNION PAC CORP$4.3M0.24%18,250CommonSOLE
172908105CTASCINTAS CORP$4.3M0.24%20,955CommonSOLE
988498101YUMYUM BRANDS INC$4.2M0.23%27,739CommonSOLE
871607107SNPSSYNOPSYS INC$4.2M0.23%8,534CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.2M0.23%10,742CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$4.1M0.23%12,825CommonSOLE
235851102DHRDANAHER CORPORATION$4.1M0.23%20,810CommonSOLE
G29183103ETNEATON CORP PLC$4.1M0.22%10,929CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.1M0.22%9,687CommonSOLE
03831W108APPAPPLOVIN CORP$4.0M0.22%5,533CommonSOLE
98389B100XELXCEL ENERGY INC$4.0M0.22%49,275CommonSOLE
46284V101IRMIRON MTN INC DEL$4.0M0.22%38,958CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4.0M0.22%20,861CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.9M0.22%17,155CommonSOLE
855244109SBUXSTARBUCKS CORP$3.8M0.21%44,705CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$3.6M0.20%10,994CommonSOLE
74340W103PLDPROLOGIS INC.$3.6M0.20%31,318CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.6M0.20%21,274CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.6M0.19%4,695CommonSOLE
N82405106STLASTELLANTIS N.V$3.5M0.19%448,257CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.5M0.19%55,569CommonSOLE
075887109BDXBECTON DICKINSON & CO$3.5M0.19%18,486CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.4M0.19%7,987CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.4M0.19%6,026CommonSOLE
12572Q105CMECME GROUP INC$3.3M0.18%12,261CommonSOLE
95040Q104WELLWELLTOWER INC$3.3M0.18%18,547CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.3M0.18%72,984CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.3M0.18%19,254CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$3.2M0.18%7,075CommonSOLE
34959E109FTNTFORTINET INC$3.2M0.18%38,315CommonSOLE
48251W104KKRKKR & CO INC$3.2M0.18%24,683CommonSOLE
126408103CSXCSX CORP$3.2M0.17%90,096CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.2M0.17%47,482CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.2M0.17%9,154CommonSOLE
58155Q103MCKMCKESSON CORP$3.1M0.17%4,040CommonSOLE
615369105MCOMOODYS CORP$3.1M0.17%6,453CommonSOLE
125523100CITHE CIGNA GROUP$3.0M0.17%10,557CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.0M0.17%12,684CommonSOLE
278865100ECLECOLAB INC$3.0M0.16%10,946CommonSOLE
30040W108ESEVERSOURCE ENERGY$3.0M0.16%42,122CommonSOLE
88579Y101MMM3M CO$3.0M0.16%19,099CommonSOLE
053611109AVYAVERY DENNISON CORP$3.0M0.16%18,258CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.9M0.16%20,591CommonSOLE
009066101ABNBAIRBNB INC$2.9M0.16%24,240CommonSOLE
871829107SYYSYSCO CORP$2.9M0.16%35,235CommonSOLE
833034101SNASNAP ON INC$2.9M0.16%8,367CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.9M0.16%26,444CommonSOLE
427866108HSYHERSHEY CO$2.8M0.16%15,174CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.8M0.16%10,881CommonSOLE
29444U700EQIXEQUINIX INC$2.8M0.15%3,541CommonSOLE
64110D104NTAPNETAPP INC$2.8M0.15%23,227CommonSOLE
98138H101WDAYWORKDAY INC$2.7M0.15%11,422CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$2.7M0.15%96,193CommonSOLE
337738108FISVFISERV INC$2.7M0.15%20,744CommonSOLE
98978V103ZTSZOETIS INC$2.7M0.15%18,237CommonSOLE
682680103OKEONEOK INC NEW$2.7M0.15%36,522CommonSOLE
651639106NEMNEWMONT CORP$2.6M0.14%31,326CommonSOLE
902973304USBUS BANCORP DEL$2.6M0.14%53,596CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.6M0.14%58,105CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.6M0.14%30,886CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.6M0.14%30,451CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.6M0.14%147,754CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.5M0.14%30,730CommonSOLE
285512109EAELECTRONIC ARTS INC$2.5M0.14%12,625CommonSOLE
369604301GEGE AEROSPACE$2.5M0.14%8,352CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$2.5M0.14%94,171CommonSOLE
778296103ROSTROSS STORES INC$2.5M0.13%16,108CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.4M0.13%8,908CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.4M0.13%23,097CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.4M0.13%19,168CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.13%7,691CommonSOLE
052769106ADSKAUTODESK INC$2.3M0.13%7,221CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2.3M0.12%19,678CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.2M0.12%37,483CommonSOLE
31428X106FDXFEDEX CORP$2.2M0.12%9,430CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.2M0.12%56,468CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.2M0.12%15,868CommonSOLE
217204106CPRTCOPART INC$2.2M0.12%48,768CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.2M0.12%17,639CommonSOLE
25809K105DASHDOORDASH INC$2.2M0.12%8,007CommonSOLE
842587107SOSOUTHERN CO$2.2M0.12%22,789CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.1M0.12%54,801CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.0M0.11%24,937CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.0M0.11%3,928CommonSOLE
311900104FASTFASTENAL CO$1.9M0.10%39,090CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.9M0.10%28,466CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.9M0.10%8,927CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.9M0.10%54,244CommonSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.10%11,984CommonSOLE
831865209AOSSMITH A O CORP$1.8M0.10%24,751CommonSOLE
693718108PCARPACCAR INC$1.8M0.10%18,212CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.8M0.10%27,529CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.8M0.10%12,446CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.7M0.09%3,529CommonSOLE
594972408MSTRSTRATEGY INC$1.6M0.09%5,057CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$1.6M0.09%12,014CommonSOLE
833445109SNOWSNOWFLAKE INC$1.6M0.09%6,971CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.5M0.08%9,516CommonSOLE
37045V100GMGENERAL MTRS CO$1.5M0.08%24,617CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.5M0.08%10,170CommonSOLE
45168D104IDXXIDEXX LABS INC$1.5M0.08%2,271CommonSOLE
278642103EBAYEBAY INC.$1.4M0.08%15,594CommonSOLE
969457100WMBWILLIAMS COS INC$1.4M0.08%22,174CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.08%3,327CommonSOLE
053332102AZOAUTOZONE INC$1.4M0.07%319CommonSOLE
693506107PPGPPG INDS INC$1.3M0.07%12,589CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.3M0.07%4,309CommonSOLE
87612E106TGTTARGET CORP$1.3M0.07%14,365CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.3M0.07%26,237CommonSOLE
56585A102MPCMARATHON PETE CORP$1.3M0.07%6,549CommonSOLE
59156R108METMETLIFE INC$1.2M0.07%15,086CommonSOLE
384802104GWWGRAINGER W W INC$1.2M0.06%1,241CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.2M0.06%1,634CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.2M0.06%3,589CommonSOLE
23331A109DHID R HORTON INC$1.1M0.06%6,761CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.1M0.06%4,414CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.1M0.06%24,870CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.1M0.06%14,521CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.1M0.06%8,425CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$1.1M0.06%9,989CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.06%10,269CommonSOLE
771049103RBLXROBLOX CORP$1.1M0.06%7,906CommonSOLE
020002101ALLALLSTATE CORP$1.1M0.06%5,084CommonSOLE
345370860FFORD MTR CO$1.1M0.06%89,113CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.1M0.06%1,682CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.1M0.06%5,354CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.0M0.06%783CommonSOLE
756109104OREALTY INCOME CORP$1.0M0.06%16,832CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.0M0.06%9,181CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$995,1140.05%4,431CommonSOLE
30161N101EXCEXELON CORP$991,4800.05%22,028CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$958,9250.05%10,569CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$948,3470.05%2,810CommonSOLE
315616102FFIVF5 INC$940,8060.05%2,911CommonSOLE
219350105GLWCORNING INC$937,4390.05%11,428CommonSOLE
18915M107NETCLOUDFLARE INC$932,6080.05%4,346CommonSOLE
N00985106AERAERCAP HOLDINGS NV$929,1590.05%7,679CommonSOLE
23804L103DDOGDATADOG INC$916,4860.05%6,436CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$910,2870.05%12,121CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$884,0990.05%10,089CommonSOLE
031100100AMEAMETEK INC$869,6880.05%4,626CommonSOLE
911363109URIUNITED RENTALS INC$865,8770.05%907CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$859,4280.05%3,124CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$855,4780.05%12,755CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$854,4620.05%4,553CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$853,7340.05%43,714CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$837,6720.05%1,837CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$835,5060.05%1,197CommonSOLE
550021109LULULULULEMON ATHLETICA INC$827,9080.05%4,653CommonSOLE
816851109SRESEMPRA$818,1880.04%9,093CommonSOLE
253868103DLRDIGITAL RLTY TR INC$812,0170.04%4,697CommonSOLE
03073E105CORCENCORA INC$806,3270.04%2,580CommonSOLE
370334104GISGENERAL MLS INC$803,7450.04%15,941CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$801,1340.04%4,580CommonSOLE
718546104PSXPHILLIPS 66$798,5730.04%5,871CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$792,7320.04%5,631CommonSOLE
444859102HUMHUMANA INC$790,1360.04%3,037CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$766,8540.04%3,049CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$763,7230.04%2,185CommonSOLE
922475108VEEVVEEVA SYS INC$761,7560.04%2,557CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$761,2400.04%5,046CommonSOLE
852234103XYZBLOCK INC$741,5620.04%10,261CommonSOLE
20825C104COPCONOCOPHILLIPS$730,5190.04%7,723CommonSOLE
16411R208LNGCHENIERE ENERGY INC$727,4980.04%3,096CommonSOLE
25746U109DDOMINION ENERGY INC$727,3110.04%11,890CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$722,7020.04%785CommonSOLE
209115104EDCONSOLIDATED EDISON INC$713,3900.04%7,097CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$704,8980.04%5,492CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$703,0840.04%6,850CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$688,3750.04%3,612CommonSOLE
084423102WRBBERKLEY W R CORP$681,3050.04%8,892CommonSOLE
02209S103MOALTRIA GROUP INC$681,2110.04%10,312CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$675,4890.04%10,244CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$663,1150.04%4,924CommonSOLE
12504L109CBRECBRE GROUP INC$662,3820.04%4,204CommonSOLE
115236101BROBROWN & BROWN INC$660,8440.04%7,046CommonSOLE
761152107RMDRESMED INC$656,6780.04%2,399CommonSOLE
88339J105TTDTHE TRADE DESK INC$655,2640.04%13,370CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$651,8420.04%2,523CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$644,8130.04%8,210CommonSOLE
146869102CVNACARVANA CO$642,0620.04%1,702CommonSOLE
504922105LHLABCORP HOLDINGS INC$631,5320.03%2,200CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$616,2430.03%4,593CommonSOLE
570535104MKLMARKEL GROUP INC$609,7240.03%319CommonSOLE
172062101CINFCINCINNATI FINL CORP$599,0410.03%3,789CommonSOLE
670346105NUENUCOR CORP$594,8090.03%4,392CommonSOLE
501044101KRKROGER CO$594,2870.03%8,816CommonSOLE
487836108KKELLANOVA$590,5440.03%7,200CommonSOLE
22822V101CCICROWN CASTLE INC$589,9400.03%6,114CommonSOLE
29364G103ETRENTERGY CORP NEW$585,6060.03%6,284CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$580,5480.03%6,956CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$579,2500.03%4,375CommonSOLE
422806109HEIHEICO CORP NEW$575,5880.03%1,783CommonSOLE
775711104ROLROLLINS INC$575,2410.03%9,793CommonSOLE
049468101TEAMATLASSIAN CORPORATION$571,7260.03%3,580CommonSOLE
958102105WDCWESTERN DIGITAL CORP$571,2450.03%4,758CommonSOLE
929160109VMCVULCAN MATLS CO$570,3270.03%1,854CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$562,8970.03%2,914CommonSOLE
90384S303ULTAULTA BEAUTY INC$553,8580.03%1,013CommonSOLE
436440101HO1HOLOGIC INC$536,7480.03%7,953CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$523,7760.03%3,337CommonSOLE
518439104ELLAUDER ESTEE COS INC$523,1680.03%5,937CommonSOLE
92338C103VLTOVERALTO CORP$516,2060.03%4,842CommonSOLE
62944T105NVRNVR INC$514,2180.03%64CommonSOLE
303250104FICOFAIR ISAAC CORP$513,3100.03%343CommonSOLE
87612G101TRGPTARGA RES CORP$511,8350.03%3,055CommonSOLE
260003108DOVDOVER CORP$509,4990.03%3,054CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$508,1680.03%5,558CommonSOLE
98419M100XYLXYLEM INC$504,0080.03%3,417CommonSOLE
22160N109CSGPCOSTAR GROUP INC$501,3270.03%5,942CommonSOLE
695156109PKGPACKAGING CORP AMER$500,1490.03%2,295CommonSOLE
09062X103BIIBBIOGEN INC$493,2220.03%3,521CommonSOLE
929740108WABWABTEC$489,3470.03%2,441CommonSOLE
925652109VICIVICI PPTYS INC$485,3670.03%14,884CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$480,9490.03%3,008CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$478,1030.03%1,384CommonSOLE
29084Q100EMEEMCOR GROUP INC$476,7620.03%734CommonSOLE
45687V106IRINGERSOLL RAND INC$468,0420.03%5,665CommonSOLE
46266C105IQVIQVIA HLDGS INC$466,3030.03%2,455CommonSOLE
69331C108PCGPG&E CORP$466,1230.03%30,910CommonSOLE
857477103STTSTATE STR CORP$462,1840.03%3,984CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$462,0250.03%5,931CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$461,6800.03%18,098CommonSOLE
858119100STLDSTEEL DYNAMICS INC$450,7770.02%3,233CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$447,7280.02%5,427CommonSOLE
294429105EFXEQUIFAX INC$444,5660.02%1,733CommonSOLE
55261F104MTBM & T BK CORP$443,0640.02%2,242CommonSOLE
629377508NRGNRG ENERGY INC$441,6380.02%2,727CommonSOLE
49177J102KVUEKENVUE INC$441,5370.02%27,205CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$440,5570.02%17,938CommonSOLE
35137L105FOXAFOX CORP$436,7540.02%6,926CommonSOLE
92276F100VTRVENTAS INC$436,0380.02%6,230CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$424,5350.02%7,465CommonSOLE
143658300CCL1EURCARNIVAL CORP$417,5180.02%14,442CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$417,4640.02%2,962CommonSOLE
372460105GPCGENUINE PARTS CO$414,5530.02%2,991CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$411,2090.02%5,976CommonSOLE
98980G102ZSZSCALER INC$411,1340.02%1,372CommonSOLE
92840M102VSTVISTRA CORP$407,3180.02%2,079CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$407,2910.02%15,416CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$403,8110.02%3,294CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$403,1260.02%6,748CommonSOLE
526057104LENLENNAR CORP$400,1770.02%3,175CommonSOLE
69370C100PTCPTC INC$393,4530.02%1,938CommonSOLE
770323103RHIROBERT HALF INC.$392,9790.02%11,565CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$389,7170.02%665CommonSOLE
086516101BBYBEST BUY INC$378,9320.02%5,011CommonSOLE
049560105ATOATMOS ENERGY CORP$377,5280.02%2,211CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$376,5650.02%5,300CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$376,2870.02%15,179CommonSOLE
26875P101EOGEOG RES INC$374,1440.02%3,337CommonSOLE
50212V100LPLALPL FINL HLDGS INC$372,6130.02%1,120CommonSOLE
942622200WSOWATSCO INC$369,9350.02%915CommonSOLE
745867101PHMPULTE GROUP INC$368,5110.02%2,789CommonSOLE
252131107DXCMDEXCOM INC$367,2690.02%5,458CommonSOLE
665859104NTRSNORTHERN TR CORP$363,5550.02%2,701CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$363,3730.02%296CommonSOLE
579780206MKCMCCORMICK & CO INC$362,9200.02%5,424CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$362,7480.02%2,220CommonSOLE
G3223R108EGEVEREST GROUP LTD$361,7880.02%1,033CommonSOLE
452327109ILMNILLUMINA INC$361,6460.02%3,808CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$358,4590.02%1,677CommonSOLE
74624M102PPURE STORAGE INC$356,2760.02%4,251CommonSOLE
60937P106MDBMONGODB INC$354,4540.02%1,142CommonSOLE
40434L105HPQHP INC$350,1230.02%12,858CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$345,7780.02%12,214CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$341,5250.02%7,124CommonSOLE
G8473T100STESTERIS PLC$335,0340.02%1,354CommonSOLE
75734B100RDDTREDDIT INC$333,2560.02%1,449CommonSOLE
440452100HRLHORMEL FOODS CORP$331,6890.02%13,407CommonSOLE
969904101WSMWILLIAMS SONOMA INC$330,7010.02%1,692CommonSOLE
92343E102VRSNVERISIGN INC$329,3330.02%1,178CommonSOLE
876030107TPRTAPESTRY INC$327,9980.02%2,897CommonSOLE
466313103JBLJABIL INC$327,2750.02%1,507CommonSOLE
460146103IPINTERNATIONAL PAPER CO$326,8420.02%7,044CommonSOLE
500754106KHCKRAFT HEINZ CO$326,2810.02%12,530CommonSOLE
83444M101SOLVSOLVENTUM CORP$323,9010.02%4,437CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$322,2670.02%616CommonSOLE
443573100HUBSHUBSPOT INC$321,8460.02%688CommonSOLE
256677105DGDOLLAR GEN CORP NEW$319,6620.02%3,093CommonSOLE
29476L107EQREQUITY RESIDENTIAL$318,2770.02%4,917CommonSOLE
142339100CSLCARLISLE COS INC$318,1040.02%967CommonSOLE
443510607HUBBHUBBELL INC$316,7080.02%736CommonSOLE
058498106BALLBALL CORP$315,8810.02%6,265CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$315,3450.02%5,932CommonSOLE
336433107FSLRFIRST SOLAR INC$308,3010.02%1,398CommonSOLE
880770102TERTERADYNE INC$307,6250.02%2,235CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$306,1390.02%1,167CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$303,0090.02%2,901CommonSOLE
125896100CMSCMS ENERGY CORP$300,3660.02%4,100CommonSOLE
45784P101PODDINSULET CORP$297,6160.02%964CommonSOLE
12514G108CDWCDW CORP$296,1020.02%1,859CommonSOLE
714046109RVTYREVVITY INC$295,4680.02%3,371CommonSOLE
406216101HALHALLIBURTON CO$294,5110.02%11,972CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$293,1190.02%1,516CommonSOLE
281020107EIXEDISON INTL$293,0950.02%5,302CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$291,7700.02%696CommonSOLE
632307104NTRANATERA INC$290,3900.02%1,804CommonSOLE
773121108RKLBROCKET LAB CORP$288,2270.02%6,016CommonSOLE
682189105ONON SEMICONDUCTOR CORP$287,0340.02%5,821CommonSOLE
37940X102GPNGLOBAL PMTS INC$286,3770.02%3,447CommonSOLE
366651107ITGARTNER INC$285,7400.02%1,087CommonSOLE
22052L104CTVACORTEVA INC$283,0320.02%4,185CommonSOLE
896239100TRMBTRIMBLE INC$278,7530.02%3,414CommonSOLE
65473P105NINISOURCE INC$278,1160.02%6,423CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$272,8810.01%3,734CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$270,4520.01%3,047CommonSOLE
380237107GDDYGODADDY INC$269,2810.01%1,968CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$268,6100.01%2,727CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$266,6910.01%4,958CommonSOLE
67059N108NTNXNUTANIX INC$264,8280.01%3,560CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$264,6200.01%5,396CommonSOLE
422806208HEI/AHEICO CORP NEW$262,9830.01%1,035CommonSOLE
219948106CPAYCORPAY INC$262,4230.01%911CommonSOLE
72352L106PINSPINTEREST INC$261,9600.01%8,143CommonSOLE
256746108DLTRDOLLAR TREE INC$261,1220.01%2,767CommonSOLE
46982L108JJACOBS SOLUTIONS INC$256,8600.01%1,714CommonSOLE
G7S00T104PNRPENTAIR PLC$251,4250.01%2,270CommonSOLE
29530P102ERIEERIE INDTY CO$250,7100.01%788CommonSOLE
540424108LLOEWS CORP$249,5700.01%2,486CommonSOLE
15135B101CNCCENTENE CORP DEL$249,1530.01%6,983CommonSOLE
941848103WATWATERS CORP$244,3450.01%815CommonSOLE
493267108KEYKEYCORP$244,3160.01%13,072CommonSOLE
071813109BAXBAXTER INTL INC$238,9940.01%10,496CommonSOLE
00766T100ACMAECOM$237,4550.01%1,820CommonSOLE
526107107LIILENNOX INTL INC$236,6240.01%447CommonSOLE
297178105ESSESSEX PPTY TR INC$236,3440.01%883CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$236,1690.01%132CommonSOLE
892672106TWTRADEWEB MKTS INC$235,2780.01%2,120CommonSOLE
46187W107INVHINVITATION HOMES INC$234,8450.01%8,007CommonSOLE
34959J108FTVFORTIVE CORP$234,3680.01%4,784CommonSOLE
89400J107TRUTRANSUNION$229,3060.01%2,737CommonSOLE
888787108TOSTTOAST INC$227,8950.01%6,242CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$227,6160.01%6,086CommonSOLE
866674104SUISUN CMNTYS INC$225,8790.01%1,751CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$223,5680.01%1,600CommonSOLE
681919106OMCOMNICOM GROUP INC$222,9850.01%2,735CommonSOLE
260557103DOWDOW INC$221,1140.01%9,643CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$220,5540.01%1,819CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$218,8110.01%4,309CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$216,4360.01%3,517CommonSOLE
122017106BURLBURLINGTON STORES INC$216,0710.01%849CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$215,8890.01%3,569CommonSOLE
G0176J109ALLEALLEGION PLC$214,9480.01%1,212CommonSOLE
902494103TSNTYSON FOODS INC$213,5620.01%3,933CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$213,2390.01%4,513CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$209,4980.01%705CommonSOLE
189054109CLXCLOROX CO DEL$209,4870.01%1,699CommonSOLE
806407102HSICHENRY SCHEIN INC$208,3350.01%3,139CommonSOLE
679295105OKTAOKTA INC$208,2510.01%2,271CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$208,2140.01%2,054CommonSOLE
92936U109WPCWP CAREY INC$207,8450.01%3,076CommonSOLE
749685103RPMRPM INTL INC$207,3510.01%1,759CommonSOLE
759509102RSRELIANCE INC$206,6910.01%736CommonSOLE
90138F102TWLOTWILIO INC$204,7840.01%2,046CommonSOLE
574599106MASMASCO CORP$202,8640.01%2,882CommonSOLE
49446R109KIMKIMCO RLTY CORP$202,7680.01%9,280CommonSOLE
256163106DOCUDOCUSIGN INC$199,9060.01%2,773CommonSOLE
668771108GENGEN DIGITAL INC$199,8660.01%7,040CommonSOLE
25754A201DPZDOMINOS PIZZA INC$199,4500.01%462CommonSOLE
268150109DTDYNATRACE INC$198,6450.01%4,100CommonSOLE
125269100CFCF INDS HLDGS INC$197,8780.01%2,206CommonSOLE
26884L109EQTEQT CORP$197,2540.01%3,624CommonSOLE
14316J108CGCARLYLE GROUP INC$196,1260.01%3,128CommonSOLE
384109104GGGGRACO INC$195,9180.01%2,306CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$195,4090.01%1,392CommonSOLE
29362U104ENTGENTEGRIS INC$194,2580.01%2,101CommonSOLE
H2927K103AMRZAMRIZE LTD$193,8770.01%3,995CommonSOLE
216648501COOCOOPER COS INC$190,7340.01%2,782CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$187,3830.01%9,785CommonSOLE
45337C102INCYINCYTE CORP$186,0730.01%2,194CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$181,0820.01%870CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$181,0140.01%2,172CommonSOLE
233331107DTEDTE ENERGY CO$179,7580.01%1,271CommonSOLE
453038408IMOIMPERIAL OIL LTD$178,1800.01%1,412CommonSOLE
023608102AEEAMEREN CORP$176,9240.01%1,695CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$176,7120.01%1,768CommonSOLE
303075105FDSFACTSET RESH SYS INC$175,3320.01%612CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$175,2540.01%3,760CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$173,7550.01%908CommonSOLE
758849103REGREGENCY CTRS CORP$172,7730.01%2,370CommonSOLE
655663102NDSNNORDSON CORP$172,2550.01%759CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$169,9660.01%8,410CommonSOLE
45167R104IEXIDEX CORP$169,5960.01%1,042CommonSOLE
98954M200ZZILLOW GROUP INC$169,2790.01%2,197CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$168,4430.01%758CommonSOLE
69351T106PPLPPL CORP$167,4800.01%4,507CommonSOLE
83304A106SNAPSNAP INC$164,0230.01%21,274CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$163,5060.01%2,124CommonSOLE
832696405SJMSMUCKER J M CO$162,3570.01%1,495CommonSOLE
690742101OCOWENS CORNING NEW$161,6890.01%1,143CommonSOLE
133131102CPTCAMDEN PPTY TR$160,4900.01%1,503CommonSOLE
902653104UDRUDR INC$160,0690.01%4,296CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$159,6300.01%10,874CommonSOLE
H11356104BGBUNGE GLOBAL SA$158,6000.01%1,952CommonSOLE

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.