MondegarAI
Asset Management One Co., Ltd.

Q4 2025 · 13F-HR

Asset Management One Co., Ltd.holdings as filed

Filed 2026-01-27 · accession 0001193125-26-023286

$35.97B
Reported value
939
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Asset Management One Co., Ltd. · Q4 2025

AI · grounded in 13F

Asset Management One Co., Ltd. reduced its position in GLDM by 23.28%. The fund established a new position in SPHY valued at $85.59M. Other activity included trimming ORCL by 5.47% and increasing its stake in AMZN by 3.49%.

Holdings as filed

First 500 of 939

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$2.24B6.22%3,235,273CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.09B5.81%11,103,101CommonSOLE
037833100AAPLAPPLE INC$1.82B5.06%6,647,103CommonSOLE
594918104MSFTMICROSOFT CORP$1.66B4.61%3,405,573CommonSOLE
023135106AMZNAMAZON COM INC$1.06B2.94%4,554,985CommonSOLE
02079K305GOOGLALPHABET INC$872.9M2.43%2,784,193CommonSOLE
11135F101AVGOBROADCOM INC$765.3M2.13%2,191,337CommonSOLE
02079K107GOOGALPHABET INC$723.8M2.01%2,302,328CommonSOLE
30303M102METAMETA PLATFORMS INC$697.7M1.94%1,059,217CommonSOLE
88160R101TSLATESLA INC$606.8M1.69%1,321,071CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$526.7M1.46%6,294,468CommonSOLE
46434G103IEMGISHARES INC$473.3M1.32%7,041,715CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$457.9M1.27%1,414,815CommonSOLE
532457108LLYELI LILLY & CO$397.5M1.11%368,548CommonSOLE
92826C839VVISA INC$330.8M0.92%933,067CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$298.6M0.83%595,890CommonSOLE
478160104JNJJOHNSON & JOHNSON$259.7M0.72%1,251,398CommonSOLE
95040Q104WELLWELLTOWER INC$245.7M0.68%1,295,970CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$241.2M0.67%417,382CommonSOLE
931142103WMTWALMART INC$241.2M0.67%2,143,770CommonSOLE
74340W103PLDPROLOGIS INC.$233.6M0.65%1,818,604CommonSOLE
30231G102XOMEXXON MOBIL CORP$231.2M0.64%1,918,787CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$226.6M0.63%254,317CommonSOLE
98149E303GLDMWORLD GOLD TR$225.0M0.63%2,622,417CommonSOLE
00287Y109ABBVABBVIE INC$209.7M0.58%909,250CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$197.6M0.55%227,688CommonSOLE
060505104BACBANK AMERICA CORP$195.3M0.54%3,531,338CommonSOLE
64110L106NFLXNETFLIX INC$191.2M0.53%2,030,906CommonSOLE
437076102HDHOME DEPOT INC$184.9M0.51%532,133CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$178.1M0.50%967,561CommonSOLE
17275R102CSCOCISCO SYS INC$174.9M0.49%2,250,333CommonSOLE
149123101CATCATERPILLAR INC$167.4M0.47%289,298CommonSOLE
742718109PGPROCTER AND GAMBLE CO$167.1M0.46%1,155,652CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$166.6M0.46%545,224CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$162.9M0.45%495,121CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$158.7M0.44%736,272CommonSOLE
191216100KOCOCA COLA CO$153.7M0.43%2,191,166CommonSOLE
369604301GEGE AEROSPACE$151.1M0.42%485,101CommonSOLE
595112103MUMICRON TECHNOLOGY INC$150.9M0.42%512,994CommonSOLE
68389X105ORCLORACLE CORP$149.5M0.42%765,182CommonSOLE
79466L302CRMSALESFORCE INC$147.9M0.41%555,686CommonSOLE
718172109PMPHILIP MORRIS INTL INC$147.9M0.41%914,058CommonSOLE
025816109AXPAMERICAN EXPRESS CO$146.3M0.41%390,539CommonSOLE
29444U700EQIXEQUINIX INC$145.6M0.40%190,287CommonSOLE
58933Y105MRKMERCK & CO INC$143.9M0.40%1,349,973CommonSOLE
166764100CVXCHEVRON CORP NEW$140.4M0.39%930,013CommonSOLE
580135101MCDMCDONALDS CORP$130.8M0.36%423,918CommonSOLE
949746101WMT2WELLS FARGO CO NEW$127.5M0.35%1,349,688CommonSOLE
172967424CCITIGROUP INC$123.8M0.34%1,049,890CommonSOLE
464288620USIGISHARES TR$122.7M0.34%2,370,070CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$119.7M0.33%204,639CommonSOLE
617446448MSMORGAN STANLEY$116.1M0.32%646,571CommonSOLE
512807306LRCXLAM RESEARCH CORP$114.8M0.32%654,768CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$114.4M0.32%609,861CommonSOLE
031162100AMGNAMGEN INC$114.3M0.32%346,808CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$113.1M0.31%196,557CommonSOLE
254687106DISDISNEY WALT CO$106.2M0.30%929,997CommonSOLE
002824100ABTABBOTT LABS$105.8M0.29%849,004CommonSOLE
464286509EWCISHARES INC$103.3M0.29%1,915,675CommonSOLE
75513E101RTXRTX CORPORATION$102.4M0.28%555,238CommonSOLE
756109104OREALTY INCOME CORP$101.8M0.28%1,792,296CommonSOLE
253868103DLRDIGITAL RLTY TR INC$100.6M0.28%646,421CommonSOLE
375558103GILDGILEAD SCIENCES INC$98.4M0.27%789,072CommonSOLE
464288588MBBISHARES TR$96.7M0.27%1,013,156CommonSOLE
872540109TJXTJX COS INC NEW$95.9M0.27%614,363CommonSOLE
461202103INTUINTUIT$95.9M0.27%142,523CommonSOLE
482480100KLACKLA CORP$94.8M0.26%75,521CommonSOLE
097023105BABOEING CO$92.9M0.26%427,738CommonSOLE
713448108PEPPEPSICO INC$92.3M0.26%639,840CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$91.7M0.26%16,859CommonSOLE
78409V104SPGIS&P GLOBAL INC$90.6M0.25%171,002CommonSOLE
038222105AMATAPPLIED MATLS INC$90.0M0.25%342,363CommonSOLE
00206R102TAT&T INC$88.9M0.25%3,589,589CommonSOLE
G54950103LINLINDE PLC$88.7M0.25%207,950CommonSOLE
36828A101GEVGE VERNOVA INC$88.6M0.25%133,860CommonSOLE
81762P102NOWSERVICENOW INC$86.9M0.24%562,574CommonSOLE
65339F101NEENEXTERA ENERGY INC$86.6M0.24%1,079,127CommonSOLE
78468R606SPHYSPDR SERIES TRUST$85.6M0.24%3,614,320CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$84.1M0.23%879,105CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$84.0M0.23%2,075,257CommonSOLE
747525103QCOMQUALCOMM INC$84.0M0.23%484,204CommonSOLE
040413205ANETARISTA NETWORKS INC$82.3M0.23%615,995CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$78.8M0.22%967,033CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$78.2M0.22%301,536CommonSOLE
464286665EPPISHARES INC$75.4M0.21%1,494,648CommonSOLE
032095101APHAMPHENOL CORP NEW$75.2M0.21%549,562CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$75.1M0.21%276,700CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$74.7M0.21%737,186CommonSOLE
92276F100VTRVENTAS INC$73.7M0.20%924,800CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$72.9M0.20%224,246CommonSOLE
458140100INTCINTEL CORP$72.8M0.20%1,984,926CommonSOLE
438516106HONHONEYWELL INTL INC$71.8M0.20%364,208CommonSOLE
235851102DHRDANAHER CORPORATION$70.2M0.20%304,458CommonSOLE
882508104TXNTEXAS INSTRS INC$70.1M0.19%398,856CommonSOLE
92189H300EMLCVANECK ETF TRUST$69.7M0.19%2,705,995CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$69.0M0.19%150,106CommonSOLE
03831W108APPAPPLOVIN CORP$68.8M0.19%98,449CommonSOLE
717081103PFEPFIZER INC$68.5M0.19%2,740,053CommonSOLE
09290D101BLKBLACKROCK INC$68.0M0.19%62,502CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$67.1M0.19%273,145CommonSOLE
00724F101ADBEADOBE INC$65.8M0.18%186,415CommonSOLE
58733R102MELIMERCADOLIBRE INC$65.5M0.18%32,514CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$65.2M0.18%349,273CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$62.8M0.17%132,013CommonSOLE
H1467J104CBCHUBB LIMITED$61.1M0.17%194,209CommonSOLE
032654105ADIANALOG DEVICES INC$60.1M0.17%218,115CommonSOLE
925652109VICIVICI PPTYS INC$58.6M0.16%2,071,915CommonSOLE
743315103PGRPROGRESSIVE CORP$58.6M0.16%256,344CommonSOLE
907818108UNPUNION PAC CORP$58.5M0.16%249,442CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$57.7M0.16%197,544CommonSOLE
548661107LOWLOWES COS INC$56.9M0.16%233,361CommonSOLE
G5960L103MDTMEDTRONIC PLC$56.5M0.16%587,654CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$55.3M0.15%196,008CommonSOLE
G29183103ETNEATON CORP PLC$54.3M0.15%169,022CommonSOLE
651639106NEMNEWMONT CORP$53.7M0.15%538,024CommonSOLE
09260D107BXBLACKSTONE INC$53.3M0.15%343,362CommonSOLE
863667101SYKSTRYKER CORPORATION$52.7M0.15%149,434CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$52.4M0.15%285,148CommonSOLE
244199105DEDEERE & CO$52.4M0.15%111,471CommonSOLE
12572Q105CMECME GROUP INC$52.4M0.15%188,086CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$52.0M0.14%961,876CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$51.9M0.14%396,960CommonSOLE
872590104TMUST-MOBILE US INC$51.5M0.14%253,586CommonSOLE
46436F103IAUMISHARES GOLD TR$51.4M0.14%1,190,031CommonSOLE
88579Y101MMM3M CO$51.3M0.14%317,292CommonSOLE
20825C104COPCONOCOPHILLIPS$50.2M0.14%541,359CommonSOLE
03073E105CORCENCORA INC$49.5M0.14%145,706CommonSOLE
20030N101CMCSACOMCAST CORP NEW$48.8M0.14%1,634,491CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$48.7M0.14%187,632CommonSOLE
701094104PHPARKER-HANNIFIN CORP$47.9M0.13%53,818CommonSOLE
58155Q103MCKMCKESSON CORP$47.7M0.13%57,485CommonSOLE
02209S103MOALTRIA GROUP INC$47.6M0.13%826,352CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$47.1M0.13%131,503CommonSOLE
855244109SBUXSTARBUCKS CORP$46.9M0.13%548,394CommonSOLE
893641100TDGTRANSDIGM GROUP INC$46.7M0.13%35,422CommonSOLE
46284V101IRMIRON MTN INC DEL$45.9M0.13%555,974CommonSOLE
842587107SOSOUTHERN CO$45.3M0.13%517,910CommonSOLE
126650100CVSCVS HEALTH CORP$44.4M0.12%554,541CommonSOLE
29476L107EQREQUITY RESIDENTIAL$44.4M0.12%700,919CommonSOLE
871607107SNPSSYNOPSYS INC$44.3M0.12%92,592CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$44.3M0.12%147,314CommonSOLE
922908363VOOVANGUARD INDEX FDS$44.3M0.12%70,032CommonSOLE
18915M107NETCLOUDFLARE INC$44.2M0.12%220,158CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$44.2M0.12%375,854CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$42.9M0.12%73,833CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$42.6M0.12%87,122CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$42.3M0.12%54,181CommonSOLE
94106L109WMWASTE MGMT INC DEL$42.1M0.12%189,554CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$42.1M0.12%224,440CommonSOLE
902973304USBUS BANCORP DEL$41.0M0.11%752,618CommonSOLE
443201108HWMHOWMET AEROSPACE INC$40.8M0.11%194,734CommonSOLE
37045V100GMGENERAL MTRS CO$40.6M0.11%490,958CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$40.6M0.11%247,744CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$38.9M0.11%122,437CommonSOLE
654106103NKENIKE INC$38.7M0.11%631,472CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$38.2M0.11%324,966CommonSOLE
291011104EMREMERSON ELEC CO$38.0M0.11%281,359CommonSOLE
74762E102QUREQUANTA SVCS INC$37.9M0.11%88,017CommonSOLE
615369105MCOMOODYS CORP$37.8M0.11%72,774CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$37.7M0.10%95,710CommonSOLE
25809K105DASHDOORDASH INC$37.7M0.10%163,318CommonSOLE
45168D104IDXXIDEXX LABS INC$37.6M0.10%54,668CommonSOLE
609207105MDLZMONDELEZ INTL INC$37.6M0.10%683,091CommonSOLE
770700102HOODROBINHOOD MKTS INC$36.4M0.10%309,913CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$35.9M0.10%62,088CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$35.8M0.10%294,007CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$35.7M0.10%203,207CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$35.7M0.10%168,444CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$35.7M0.10%357,970CommonSOLE
G25508105CRHCRH PLC$35.7M0.10%280,216CommonSOLE
48251W104KKRKKR & CO INC$35.4M0.10%273,849CommonSOLE
219350105GLWCORNING INC$34.6M0.10%388,935CommonSOLE
40412C101HCAHCA HEALTHCARE INC$34.5M0.10%72,744CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$34.5M0.10%375,477CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$34.4M0.10%125,004CommonSOLE
199908104FIXCOMFORT SYS USA INC$34.0M0.09%35,880CommonSOLE
911363109URIUNITED RENTALS INC$33.8M0.09%41,273CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$33.7M0.09%89,423CommonSOLE
G0403H108AONAON PLC$33.7M0.09%94,545CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$33.6M0.09%96,419CommonSOLE
G87052109TELTE CONNECTIVITY PLC$33.6M0.09%144,958CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$33.5M0.09%127,525CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$33.5M0.09%651,446CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$33.4M0.09%239,831CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$33.0M0.09%425,561CommonSOLE
34959E109FTNTFORTINET INC$33.0M0.09%407,793CommonSOLE
571903202MARMARRIOTT INTL INC NEW$32.4M0.09%103,026CommonSOLE
125523100CITHE CIGNA GROUP$32.2M0.09%116,666CommonSOLE
369550108GDGENERAL DYNAMICS CORP$31.8M0.09%93,345CommonSOLE
46187W107INVHINVITATION HOMES INC$31.4M0.09%1,132,532CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$31.1M0.09%362,539CommonSOLE
297178105ESSESSEX PPTY TR INC$31.1M0.09%118,126CommonSOLE
969457100WMBWILLIAMS COS INC$31.0M0.09%517,735CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$30.9M0.09%388,316CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$30.8M0.09%265,780CommonSOLE
278865100ECLECOLAB INC$30.1M0.08%113,460CommonSOLE
172908105CTASCINTAS CORP$30.1M0.08%157,422CommonSOLE
833445109SNOWSNOWFLAKE INC$30.0M0.08%134,828CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$29.7M0.08%117,865CommonSOLE
231021106CMICUMMINS INC$29.7M0.08%57,725CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$29.5M0.08%20,760CommonSOLE
866674104SUISUN CMNTYS INC$29.4M0.08%235,582CommonSOLE
126408103CSXCSX CORP$29.3M0.08%797,647CommonSOLE
303250104FICOFAIR ISAAC CORP$29.3M0.08%16,534CommonSOLE
052769106ADSKAUTODESK INC$29.2M0.08%96,941CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$29.2M0.08%1,012,911CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$29.0M0.08%99,222CommonSOLE
92936U109WPCWP CAREY INC$28.8M0.08%444,008CommonSOLE
929160109VMCVULCAN MATLS CO$28.6M0.08%98,536CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$27.9M0.08%189,744CommonSOLE
929740108WABWABTEC$27.9M0.08%128,439CommonSOLE
31428X106FDXFEDEX CORP$27.6M0.08%94,174CommonSOLE
958102105WDCWESTERN DIGITAL CORP$27.4M0.08%152,876CommonSOLE
81141R100SESEA LTD$27.2M0.08%207,685CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$27.2M0.08%93,013CommonSOLE
89832Q109TFCTRUIST FINL CORP$27.1M0.08%541,146CommonSOLE
816851109SRESEMPRA$26.8M0.07%301,916CommonSOLE
075887109BDXBECTON DICKINSON & CO$26.7M0.07%136,720CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$26.4M0.07%963,309CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$26.0M0.07%65,187CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$25.9M0.07%483,492CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$25.8M0.07%577,305CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$25.6M0.07%90,912CommonSOLE
778296103ROSTROSS STORES INC$25.6M0.07%141,387CommonSOLE
285512109EAELECTRONIC ARTS INC$25.5M0.07%124,768CommonSOLE
758849103REGREGENCY CTRS CORP$25.4M0.07%364,409CommonSOLE
30161N101EXCEXELON CORP$25.4M0.07%582,262CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$25.4M0.07%426,744CommonSOLE
49446R109KIMKIMCO RLTY CORP$25.4M0.07%1,244,666CommonSOLE
009066101ABNBAIRBNB INC$25.3M0.07%185,480CommonSOLE
G8473T100STESTERIS PLC$25.2M0.07%98,390CommonSOLE
001055102AFLAFLAC INC$25.1M0.07%228,062CommonSOLE
22052L104CTVACORTEVA INC$24.9M0.07%367,627CommonSOLE
278642103EBAYEBAY INC.$24.8M0.07%282,885CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$24.8M0.07%406,692CommonSOLE
020002101ALLALLSTATE CORP$24.7M0.07%118,592CommonSOLE
464287242LQDISHARES TR$24.5M0.07%221,280CommonSOLE
693718108PCARPACCAR INC$24.5M0.07%219,751CommonSOLE
98978V103ZTSZOETIS INC$24.3M0.07%192,832CommonSOLE
049560105ATOATMOS ENERGY CORP$24.2M0.07%143,737CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$24.2M0.07%116,590CommonSOLE
053332102AZOAUTOZONE INC$24.1M0.07%7,059CommonSOLE
146869102CVNACARVANA CO$24.0M0.07%55,353CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$23.9M0.07%106,349CommonSOLE
501044101KRKROGER CO$23.8M0.07%379,779CommonSOLE
806857108SLBSLB LIMITED$23.7M0.07%625,625CommonSOLE
26875P101EOGEOG RES INC$23.7M0.07%226,115CommonSOLE
98419M100XYLXYLEM INC$23.6M0.07%170,772CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$23.5M0.07%291,417CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$23.5M0.07%141,771CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$23.5M0.07%106,404CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$23.4M0.07%269,353CommonSOLE
718546104PSXPHILLIPS 66$23.3M0.06%180,906CommonSOLE
902653104UDRUDR INC$23.2M0.06%631,651CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$23.0M0.06%58,015CommonSOLE
294429105EFXEQUIFAX INC$22.9M0.06%103,307CommonSOLE
009158106APDAIR PRODS & CHEMS INC$22.9M0.06%92,453CommonSOLE
98389B100XELXCEL ENERGY INC$22.8M0.06%308,150CommonSOLE
422806109HEIHEICO CORP NEW$22.8M0.06%69,277CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$22.8M0.06%77,034CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$22.7M0.06%510,056CommonSOLE
91913Y100VLOVALERO ENERGY CORP$22.7M0.06%137,211CommonSOLE
92840M102VSTVISTRA CORP$22.6M0.06%139,957CommonSOLE
771049103RBLXROBLOX CORP$22.6M0.06%277,234CommonSOLE
751212101RLRALPH LAUREN CORP$22.6M0.06%63,180CommonSOLE
760759100RSGREPUBLIC SVCS INC$22.5M0.06%105,068CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$22.4M0.06%1,397,856CommonSOLE
311900104FASTFASTENAL CO$22.2M0.06%539,029CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$22.2M0.06%49,352CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$22.2M0.06%690,907CommonSOLE
45784P101PODDINSULET CORP$21.9M0.06%76,594CommonSOLE
345370860FFORD MTR CO$21.6M0.06%1,623,953CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$21.5M0.06%579,363CommonSOLE
031100100AMEAMETEK INC$21.2M0.06%101,759CommonSOLE
59156R108METMETLIFE INC$21.1M0.06%264,245CommonSOLE
988498101YUMYUM BRANDS INC$21.0M0.06%137,805CommonSOLE
25746U109DDOMINION ENERGY INC$20.9M0.06%353,544CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$20.9M0.06%245,926CommonSOLE
56585A102MPCMARATHON PETE CORP$20.7M0.06%126,749CommonSOLE
98138H101WDAYWORKDAY INC$20.7M0.06%94,442CommonSOLE
03076C106AMPAMERIPRISE FINL INC$20.6M0.06%41,357CommonSOLE
682680103OKEONEOK INC NEW$20.5M0.06%278,253CommonSOLE
631103108NDAQNASDAQ INC$20.5M0.06%207,344CommonSOLE
12504L109CBRECBRE GROUP INC$20.5M0.06%124,696CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$20.4M0.06%235,524CommonSOLE
671044105OSISOSI SYSTEMS INC$20.3M0.06%76,560CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$20.2M0.06%1,099,912CommonSOLE
101121101BXPBXP INC$20.1M0.06%291,370CommonSOLE
209115104EDCONSOLIDATED EDISON INC$20.0M0.06%200,698CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$20.0M0.06%21,473CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$20.0M0.06%143,777CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$19.9M0.06%85,193CommonSOLE
133131102CPTCAMDEN PPTY TR$19.9M0.06%180,609CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$19.9M0.06%77,640CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$19.7M0.05%38,258CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$19.6M0.05%30,759CommonSOLE
384802104GWWWW GRAINGER INC$19.6M0.05%19,062CommonSOLE
98980G102ZSZSCALER INC$19.4M0.05%85,080CommonSOLE
05464C101AXONAXON ENTERPRISE INC$19.4M0.05%33,414CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$19.3M0.05%685,501CommonSOLE
55354G100MSCIMSCI INC$19.0M0.05%32,395CommonSOLE
217204106CPRTCOPART INC$18.9M0.05%479,630CommonSOLE
87612E106TGTTARGET CORP$18.9M0.05%192,194CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18.6M0.05%163,969CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$18.6M0.05%408,932CommonSOLE
23804L103DDOGDATADOG INC$18.5M0.05%134,166CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$18.4M0.05%145,862CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.4M0.05%342,812CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$18.4M0.05%102,877CommonSOLE
29364G103ETRENTERGY CORP NEW$18.3M0.05%196,279CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$18.2M0.05%179,845CommonSOLE
857477103STTSTATE STR CORP$18.1M0.05%137,280CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$18.0M0.05%187,002CommonSOLE
92939U106WECWEC ENERGY GROUP INC$17.9M0.05%169,278CommonSOLE
277276101EGPEASTGROUP PPTYS INC$17.8M0.05%98,485CommonSOLE
464288281EMBISHARES TR$17.7M0.05%183,381CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$17.5M0.05%127,255CommonSOLE
252131107DXCMDEXCOM INC$17.4M0.05%257,963CommonSOLE
670346105NUENUCOR CORP$17.2M0.05%104,220CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$17.2M0.05%446,447CommonSOLE
896239100TRMBTRIMBLE INC$17.1M0.05%214,258CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$17.0M0.05%133,707CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$17.0M0.05%74,929CommonSOLE
23331A109DHID R HORTON INC$17.0M0.05%116,191CommonSOLE
45687V106IRINGERSOLL RAND INC$16.9M0.05%209,093CommonSOLE
452327109ILMNILLUMINA INC$16.8M0.05%125,230CommonSOLE
023608102AEEAMEREN CORP$16.8M0.05%167,433CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$16.8M0.05%88,856CommonSOLE
704326107PAYXPAYCHEX INC$16.6M0.05%145,905CommonSOLE
775711104ROLROLLINS INC$16.6M0.05%273,680CommonSOLE
46266C105IQVIQVIA HLDGS INC$16.6M0.05%72,973CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$16.5M0.05%79,799CommonSOLE
466313103JBLJABIL INC$16.4M0.05%70,029CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$16.4M0.05%220,160CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$16.3M0.05%330,367CommonSOLE
370334104GISGENERAL MLS INC$16.2M0.05%345,957CommonSOLE
22822V101CCICROWN CASTLE INC$16.2M0.05%183,034CommonSOLE
87612G101TRGPTARGA RES CORP$16.1M0.04%87,752CommonSOLE
337932107FEFIRSTENERGY CORP$16.1M0.04%358,425CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$16.1M0.04%193,520CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$16.0M0.04%62,294CommonSOLE
82509L107SHOPSHOPIFY INC$15.9M0.04%94,949CommonSOLE
16411R208LNGCHENIERE ENERGY INC$15.9M0.04%82,749CommonSOLE
337738108FISVFISERV INC$15.9M0.04%236,494CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$15.9M0.04%187,220CommonSOLE
594972408MSTRSTRATEGY INC$15.8M0.04%101,951CommonSOLE
761152107RMDRESMED INC$15.8M0.04%65,112CommonSOLE
184496107CLHCLEAN HARBORS INC$15.8M0.04%65,740CommonSOLE
427866108HSYHERSHEY CO$15.7M0.04%87,055CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$15.7M0.04%120,104CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$15.5M0.04%91,574CommonSOLE
871829107SYYSYSCO CORP$15.4M0.04%207,181CommonSOLE
679295105OKTAOKTA INC$15.4M0.04%174,785CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$15.4M0.04%227,879CommonSOLE
14174T107CTRECARETRUST REIT INC$15.3M0.04%413,024CommonSOLE
008492100ADCAGREE RLTY CORP$15.2M0.04%210,099CommonSOLE
922475108VEEVVEEVA SYS INC$15.2M0.04%67,750CommonSOLE
69351T106PPLPPL CORP$15.2M0.04%430,238CommonSOLE
668771108GENGEN DIGITAL INC$15.1M0.04%547,480CommonSOLE
233331107DTEDTE ENERGY CO$15.0M0.04%115,774CommonSOLE
H2906T109GRMNGARMIN LTD$15.0M0.04%72,901CommonSOLE
852234103XYZBLOCK INC$14.9M0.04%226,832CommonSOLE
69331C108PCGPG&E CORP$14.9M0.04%933,663CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$14.8M0.04%173,809CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$14.8M0.04%254,362CommonSOLE
00766T100ACMAECOM$14.7M0.04%150,971CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$14.6M0.04%226,547CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$14.6M0.04%165,840CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$14.5M0.04%43,493CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$14.4M0.04%50,223CommonSOLE
500754106KHCKRAFT HEINZ CO$14.4M0.04%592,703CommonSOLE
457669307INSMINSMED INC$14.3M0.04%80,887CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$14.2M0.04%65,441CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$14.1M0.04%85,973CommonSOLE
444859102HUMHUMANA INC$14.1M0.04%54,596CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$14.1M0.04%291,426CommonSOLE
26884L109EQTEQT CORP$14.1M0.04%257,880CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$14.1M0.04%445,442CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14.0M0.04%574,274CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$13.9M0.04%282,299CommonSOLE
49177J102KVUEKENVUE INC$13.9M0.04%807,032CommonSOLE
55261F104MTBM & T BK CORP$13.9M0.04%67,689CommonSOLE
65473P105NINISOURCE INC$13.8M0.04%329,445CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$13.8M0.04%129,205CommonSOLE
637417106NNNNNN REIT INC$13.6M0.04%344,447CommonSOLE
256677105DGDOLLAR GEN CORP NEW$13.5M0.04%98,451CommonSOLE
722304102PDDPDD HOLDINGS INC$13.5M0.04%118,509CommonSOLE
143658300CCL1EURCARNIVAL CORP$13.5M0.04%439,365CommonSOLE
876030107TPRTAPESTRY INC$13.4M0.04%103,091CommonSOLE
85254J102STAGSTAG INDL INC$13.4M0.04%361,249CommonSOLE
336433107FSLRFIRST SOLAR INC$13.4M0.04%49,825CommonSOLE
60937P106MDBMONGODB INC$13.3M0.04%31,389CommonSOLE
629377508NRGNRG ENERGY INC$13.2M0.04%82,138CommonSOLE
576323109MTZMASTEC INC$13.2M0.04%59,355CommonSOLE
171779309CIENCIENA CORP$13.1M0.04%54,863CommonSOLE
880770102TERTERADYNE INC$13.0M0.04%66,132CommonSOLE
229663109CUBECUBESMART$13.0M0.04%361,468CommonSOLE
316773100FITBFIFTH THIRD BANCORP$12.9M0.04%269,577CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$12.8M0.04%328,403CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$12.7M0.04%79,881CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$12.7M0.04%124,622CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$12.6M0.04%40,526CommonSOLE
35137L105FOXAFOX CORP$12.5M0.03%170,433CommonSOLE
92338C103VLTOVERALTO CORP$12.5M0.03%123,460CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$12.5M0.03%54,848CommonSOLE
773121108RKLBROCKET LAB CORP$12.4M0.03%177,099CommonSOLE
22160N109CSGPCOSTAR GROUP INC$12.4M0.03%183,391CommonSOLE
125896100CMSCMS ENERGY CORP$12.4M0.03%176,749CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12.3M0.03%188,316CommonSOLE
92343E102VRSNVERISIGN INC$12.2M0.03%49,688CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12.2M0.03%300,630CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$12.1M0.03%451,137CommonSOLE
049468101TEAMATLASSIAN CORPORATION$12.1M0.03%73,598CommonSOLE
90384S303ULTAULTA BEAUTY INC$11.9M0.03%19,754CommonSOLE
09062X103BIIBBIOGEN INC$11.9M0.03%67,453CommonSOLE
260003108DOVDOVER CORP$11.9M0.03%59,928CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$11.9M0.03%451,449CommonSOLE
29084Q100EMEEMCOR GROUP INC$11.9M0.03%19,051CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$11.8M0.03%79,397CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$11.7M0.03%26,026CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$11.7M0.03%23,267CommonSOLE
281020107EIXEDISON INTL$11.6M0.03%193,481CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11.6M0.03%199,082CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$11.6M0.03%659,262CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$11.5M0.03%386,741CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$11.4M0.03%75,812CommonSOLE
464288166AGZISHARES TR$11.4M0.03%103,598CommonSOLE
632307104NTRANATERA INC$11.4M0.03%49,260CommonSOLE
665859104NTRSNORTHERN TR CORP$11.4M0.03%81,466CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$11.3M0.03%223,156CommonSOLE
518439104ELLAUDER ESTEE COS INC$11.2M0.03%104,811CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11.1M0.03%30,234CommonSOLE
436440101HO1HOLOGIC INC$11.0M0.03%147,996CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$11.0M0.03%98,502CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10.9M0.03%97,714CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$10.9M0.03%2,140,322CommonSOLE
570535104MKLMARKEL GROUP INC$10.9M0.03%4,970CommonSOLE
172062101CINFCINCINNATI FINL CORP$10.9M0.03%65,783CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$10.9M0.03%23,559CommonSOLE
30040W108ESEVERSOURCE ENERGY$10.8M0.03%161,180CommonSOLE
46982L108JJACOBS SOLUTIONS INC$10.8M0.03%79,714CommonSOLE
579780206MKCMCCORMICK & CO INC$10.8M0.03%155,628CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$10.7M0.03%109,630CommonSOLE
88146M101TRNOTERRENO RLTY CORP$10.6M0.03%177,741CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10.6M0.03%385,959CommonSOLE
15135B101CNCCENTENE CORP DEL$10.6M0.03%260,310CommonSOLE
922908553VNQVANGUARD INDEX FDS$10.5M0.03%118,330CommonSOLE
443510607HUBBHUBBELL INC$10.4M0.03%23,142CommonSOLE
42226K105HRHEALTHCARE RLTY TR$10.4M0.03%615,717CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$10.4M0.03%176,100CommonSOLE
78464A144SPBOSPDR SERIES TRUST$10.4M0.03%352,430CommonSOLE
Y2573F102FLEXFLEX LTD$10.4M0.03%165,796CommonSOLE
H2927K103AMRZAMRIZE LTD$10.4M0.03%187,610CommonSOLE
018802108LNTALLIANT ENERGY CORP$10.3M0.03%158,077CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$10.3M0.03%141,865CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$10.3M0.03%57,386CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10.3M0.03%98,375CommonSOLE
256746108DLTRDOLLAR TREE INC$10.2M0.03%82,537CommonSOLE
64110D104NTAPNETAPP INC$10.2M0.03%93,370CommonSOLE
115236101BROBROWN & BROWN INC$10.1M0.03%124,818CommonSOLE
34959J108FTVFORTIVE CORP$10.0M0.03%178,605CommonSOLE
969904101WSMWILLIAMS SONOMA INC$10.0M0.03%53,447CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$10.0M0.03%53,419CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10.0M0.03%57,641CommonSOLE
40434L105HPQHP INC$10.0M0.03%438,251CommonSOLE
550021109LULULULULEMON ATHLETICA INC$10.0M0.03%46,860CommonSOLE
745867101PHMPULTE GROUP INC$9.9M0.03%83,378CommonSOLE
464287309IVWISHARES TR$9.8M0.03%79,000CommonSOLE
71844V201PECOPHILLIPS EDISON & CO INC$9.8M0.03%272,186CommonSOLE
693506107PPGPPG INDS INC$9.8M0.03%93,843CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$9.8M0.03%113,018CommonSOLE
941848103WATWATERS CORP$9.7M0.03%25,287CommonSOLE
406216101HALHALLIBURTON CO$9.7M0.03%345,633CommonSOLE
69370C100PTCPTC INC$9.7M0.03%55,293CommonSOLE
084423102WRBBERKLEY W R CORP$9.7M0.03%137,015CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$9.6M0.03%66,170CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$9.6M0.03%506,713CommonSOLE
N00985106AERAERCAP HOLDINGS NV$9.5M0.03%65,730CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$9.5M0.03%65,445CommonSOLE
45337C102INCYINCYTE CORP$9.4M0.03%95,024CommonSOLE
75734B100RDDTREDDIT INC$9.4M0.03%40,198CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$9.4M0.03%105,298CommonSOLE
682189105ONON SEMICONDUCTOR CORP$9.3M0.03%172,860CommonSOLE
526057104LENLENNAR CORP$9.3M0.03%89,844CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$9.2M0.03%49,537CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.1M0.03%250,947CommonSOLE
681919106OMCOMNICOM GROUP INC$9.1M0.03%112,771CommonSOLE
G3265R107APTVAPTIV PLC$9.0M0.02%116,855CommonSOLE
216648501COOCOOPER COS INC$9.0M0.02%109,034CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9.0M0.02%64,668CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$8.9M0.02%46,088CommonSOLE
052800109ALVAUTOLIV INC$8.9M0.02%74,237CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$8.9M0.02%504,950CommonSOLE
443573100HUBSHUBSPOT INC$8.9M0.02%22,267CommonSOLE
902494103TSNTYSON FOODS INC$8.9M0.02%151,742CommonSOLE
504922105LHLABCORP HOLDINGS INC$8.9M0.02%35,003CommonSOLE
96924N100WLDNWILLDAN GROUP INC$8.9M0.02%79,980CommonSOLE
74624M102PPURE STORAGE INC$8.8M0.02%128,586CommonSOLE
62944T105NVRNVR INC$8.8M0.02%1,194CommonSOLE
219948106CPAYCORPAY INC$8.7M0.02%28,265CommonSOLE

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.