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Mitsubishi UFJ Trust & Banking Corp

Q4 2025 · 13F-HR

Mitsubishi UFJ Trust & Banking Corpholdings as filed

Filed 2026-01-30 · accession 0001193125-26-030268

$42.10B
Reported value
1,088
Positions
2025-12-31
Period end
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The Brief · Mitsubishi UFJ Trust & Banking Corp · Q4 2025

AI · grounded in 13F

Mitsubishi UFJ Trust & Banking Corp increased its position in NFLX by 870.61%. The fund also accumulated shares in YMM and UNP, increasing those holdings by 65.53% and 60.96% respectively. Conversely, the fund trimmed its stake in NSC by 87.57%.

Holdings as filed

First 500 of 1088

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.41B5.72%12,913,303CommonSOLE
037833100AAPLAPPLE INC$2.04B4.85%7,503,779CommonSOLE
594918104MSFTMICROSOFT CORP$1.85B4.39%3,824,303CommonSOLE
023135106AMZNAMAZON.COM INC.$1.28B3.04%5,547,510CommonSOLE
02079K305GOOGLALPHABET INC/CA-CL A$1.04B2.46%3,309,986CommonSOLE
30303M102METAMETA PLATFORMS INC-A$857.0M2.04%1,298,242CommonSOLE
02079K107GOOGALPHABET INC/CA-CL C$824.7M1.96%2,628,204CommonSOLE
11135F101AVGOBROADCOM INC$726.6M1.73%2,099,299CommonSOLE
88160R101TSLATESLA INC$578.7M1.37%1,286,759CommonSOLE
532457108LLYELI LILLY & CO$472.1M1.12%439,232CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$446.4M1.06%1,385,398CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$381.0M0.91%667,469CommonSOLE
92826C839VVISA INC-CL A SHARES$370.7M0.88%1,056,794CommonSOLE
722304102PDDPDD HOLDINGS INC(ADR$359.2M0.85%3,167,810CommonSOLE
44332N106HTHTH WORLD GROUP LTD$359.1M0.85%7,633,239CommonSOLE
478160104JNJJOHNSON & JOHNSON$343.6M0.82%1,660,182CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$317.0M0.75%630,588CommonSOLE
64110L106NFLXNETFLIX INC$308.3M0.73%3,288,211CommonSOLE
26441C204DUKDUKE ENERGY CORP.$296.7M0.70%2,531,181CommonSOLE
907818108UNPUNION PACIFIC$285.2M0.68%1,232,868CommonSOLE
464287200IVVISHARES CORE S&P 500$276.7M0.66%403,913CommonSOLE
30231G102XOMEXXON MOBIL CORP.$275.8M0.66%2,291,510CommonSOLE
81141R100SESEA LTD-ADR$270.7M0.64%2,121,622CommonSOLE
65339F101NEENEXTERA ENERGY INC.$267.5M0.64%3,331,445CommonSOLE
931142103WMTWALMART INC$264.3M0.63%2,372,765CommonSOLE
126408103CSXCSX CORP$260.4M0.62%7,182,173CommonSOLE
00287Y109ABBVABBVIE INC$249.6M0.59%1,092,161CommonSOLE
025537101AEPAMERICAN ELECTRIC PO$241.9M0.57%2,097,714CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$205.3M0.49%2,665,323CommonSOLE
816851109SRESEMPRA$203.4M0.48%2,303,372CommonSOLE
22160K105COSTCOSTCO WHSL CORP$202.4M0.48%234,701CommonSOLE
742718109PGPROCTER & GAMBLE$200.0M0.48%1,395,900CommonSOLE
58733R102MELIMERCADOLIBRE INC$199.6M0.47%99,080CommonSOLE
03831W108APPAPPLOVIN CORP-CL-A$197.2M0.47%292,608CommonSOLE
16411R208LNGCHENIERE ENERGY INC$197.0M0.47%1,013,496CommonSOLE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$189.1M0.45%17,625,617CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$181.9M0.43%1,023,488CommonSOLE
060505104BACBANK OF AMERICA CORP$180.2M0.43%3,277,054CommonSOLE
98389B100XELXCEL ENERGY INC$177.9M0.42%2,408,517CommonSOLE
58933Y105MRKMERCK & CO. INC$171.1M0.41%1,625,314CommonSOLE
682680103OKEONEOK INC.$168.9M0.40%2,297,858CommonSOLE
78463V107GLDSPDR GOLD TRUST$167.1M0.40%421,700CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$165.1M0.39%500,040CommonSOLE
68389X105ORCLORACLE CORPORATION$163.0M0.39%836,340CommonSOLE
713448108PEPPEPSICO INC.$160.5M0.38%1,118,029CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$160.4M0.38%828,733CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$156.3M0.37%729,768CommonSOLE
369604301GEGE AEROSPACE$155.0M0.37%503,104CommonSOLE
191216100KOCOCA-COLA COMPANY$154.4M0.37%2,208,091CommonSOLE
69331C108PCGPG&E CORP$152.9M0.36%9,500,073CommonSOLE
718172109PMPHILIP MORRIS INTL$152.7M0.36%952,135CommonSOLE
459200101IBMINTL BUS MACHINES CO$152.5M0.36%514,771CommonSOLE
512807306LRCXLAM RESEARCH CORP.$152.1M0.36%888,463CommonSOLE
149123101CATCATERPILLAR INC$147.6M0.35%257,686CommonSOLE
437076102HDHOME DEPOT$147.0M0.35%427,213CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$146.4M0.35%27,337CommonSOLE
595112103MUMICRON TECHNOLOGY INC$146.1M0.35%511,761CommonSOLE
25746U109DDOMINION ENERGY INC$145.2M0.34%2,478,103CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$144.7M0.34%255,523CommonSOLE
79466L302CRMSALESFORCE INC$141.9M0.34%535,484CommonSOLE
949746101WMT2WELLS FARGO COMPANY$141.3M0.34%1,515,961CommonSOLE
464287226AGGISHARES CORE US AGGR$141.2M0.34%1,413,455CommonSOLE
166764100CVXCHEVRON CORP$140.8M0.33%924,069CommonSOLE
747525103QCOMQUALCOMM INC$136.3M0.32%796,814CommonSOLE
002824100ABTABBOTT LABS$135.0M0.32%1,077,751CommonSOLE
G6683N103NUNU HOLDINGS LTD/CA-A$133.2M0.32%7,954,136CommonSOLE
172967424CCITIGROUP INC.$132.8M0.32%1,137,649CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$128.4M0.30%1,598,758CommonSOLE
30034W106EVRGEVERGY INC$126.2M0.30%1,741,269CommonSOLE
461202103INTUINTUIT INC.$125.7M0.30%189,736CommonSOLE
883556102TMOTHERMO FISHER SCIENT$125.6M0.30%216,728CommonSOLE
00724F101ADBEADOBE INC$124.5M0.30%355,781CommonSOLE
872540109TJXTJX COS INC$123.9M0.29%806,667CommonSOLE
00206R102TAT&T INC$123.4M0.29%4,967,958CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$122.1M0.29%138,890CommonSOLE
580135101MCDMCDONALD'S$117.2M0.28%383,595CommonSOLE
30040W108ESEVERSOURCE ENERGY$116.8M0.28%1,734,168CommonSOLE
254687106DISWALT DISNEY CO/THE$115.4M0.27%1,014,096CommonSOLE
038222105AMATAPPLIED MATLS INC$114.3M0.27%444,775CommonSOLE
032095101APHAMPHENOL CORP 'A'$111.3M0.26%823,838CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$110.1M0.26%410,374CommonSOLE
375558103GILDGILEAD SCIENCES INC$109.1M0.26%888,971CommonSOLE
75513E101RTXRTX CORPORATION$108.3M0.26%590,580CommonSOLE
G54950103LINLINDE PLC$108.2M0.26%253,644CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$106.5M0.25%183,380CommonSOLE
G2519Y108BAPCREDICORP LTD$104.3M0.25%363,084CommonSOLE
29444U700EQIXEQUINIX INC$104.1M0.25%135,869CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$104.1M0.25%1,273,507CommonSOLE
78409V104SPGIS&P GLOBAL INC$103.6M0.25%198,177CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$103.1M0.25%2,532,454CommonSOLE
482480100KLACKLA CORP$101.0M0.24%83,110CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$101.0M0.24%547,321CommonSOLE
040413205ANETARISTA NETWORKS INC$101.0M0.24%770,520CommonSOLE
882508104TXNTEXAS INSTRUMENTS$99.5M0.24%573,383CommonSOLE
18915M107NETCLOUDFLARE INC-A$96.5M0.23%489,545CommonSOLE
031162100AMGNAMGEN INC$95.0M0.23%290,302CommonSOLE
03027X100AMTAMERICAN TOWER CORP$95.0M0.23%540,963CommonSOLE
615369105MCOMOODY'S CORPORATION$94.1M0.22%184,215CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$93.9M0.22%244,878CommonSOLE
95040Q104WELLWELLTOWER INC$92.1M0.22%496,263CommonSOLE
743315103PGRPROGRESSIVE CORP$91.6M0.22%427,444CommonSOLE
81762P102NOWSERVICENOW INC.$89.2M0.21%582,530CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$86.3M0.20%1,599,604CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$85.8M0.20%231,971CommonSOLE
617446448MSMORGAN STANLEY$84.0M0.20%473,356CommonNONE
58155Q103MCKMCKESSON CORPORATION$83.0M0.20%101,133CommonSOLE
902681105UGIUGI CORP$82.5M0.20%2,203,547CommonSOLE
12504L109CBRECBRE GROUP INC-A$82.3M0.20%511,856CommonSOLE
032654105ADIANALOG DEVICES INC$81.4M0.19%300,056CommonSOLE
452308109ITWILLINOIS TOOL WORKS$80.1M0.19%325,200CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$79.9M0.19%1,042,604CommonSOLE
23345M107DTMDT MIDSTREAM INC$77.8M0.18%650,077CommonSOLE
03073E105CORCENCORA INC$76.9M0.18%227,618CommonSOLE
808513105SCHWSCHWAB (CHAS) CORP$76.4M0.18%765,081CommonSOLE
36828A101GEVGE VERNOVA INC$76.2M0.18%116,537CommonSOLE
458140100INTCINTEL CORPORATION$74.9M0.18%2,030,032CommonSOLE
92532F100VRTXVERTEX PHARMACEUTIC.$73.5M0.17%162,206CommonSOLE
H1467J104CBCHUBB LTD$73.3M0.17%234,951CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$72.7M0.17%239,148CommonSOLE
872590104TMUST-MOBILE US INC$72.2M0.17%355,598CommonSOLE
09290D101BLKBLACKROCK INC$71.4M0.17%66,721CommonSOLE
37045V100GMGENERAL MTRS CO$71.3M0.17%876,227CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$71.2M0.17%747,146CommonSOLE
651639106NEMNEWMONT CORP$69.9M0.17%699,942CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$69.8M0.17%144,298CommonSOLE
12572Q105CMECME GROUP INC.$69.7M0.17%255,100CommonSOLE
717081103PFEPFIZER INC.$69.4M0.16%2,787,600CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$69.2M0.16%1,755,803CommonSOLE
842587107SOSOUTHERN CO.$68.9M0.16%790,152CommonSOLE
G29183103ETNEATON CORP PLC$68.4M0.16%214,817CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC-A$68.2M0.16%1,764,269CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$68.0M0.16%280,454CommonSOLE
097023105BABOEING CO.$67.8M0.16%312,158CommonSOLE
244199105DEDEERE & CO.$67.0M0.16%143,868CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$66.7M0.16%843,807CommonSOLE
74340W103PLDPROLOGIS INC.$66.0M0.16%517,254CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$65.3M0.16%351,973CommonSOLE
438516106HONHONEYWELL INTL INC.$64.8M0.15%332,310CommonSOLE
036752103ELVELEVANCE HEALTH INC$64.5M0.15%184,120CommonSOLE
693475105PNCPNC FIN. SERVICES$64.3M0.15%307,835CommonSOLE
94106L109WMWASTE MANAGEMENT INC$64.0M0.15%291,281CommonSOLE
235851102DHRDANAHER CORP$63.3M0.15%276,330CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$62.7M0.15%340,209CommonSOLE
82509L107SHOPSHOPIFY INC - A$62.0M0.15%385,679CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$61.8M0.15%131,752CommonSOLE
34959E109FTNTFORTINET INC$61.0M0.14%767,758CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$59.9M0.14%232,949CommonSOLE
053332102AZOAUTOZONE INC$59.3M0.14%17,479CommonSOLE
G87052109TELTE CONNECTIVITY PLC$59.1M0.14%259,778CommonSOLE
92343E102VRSNVERISIGN INC.$59.0M0.14%242,794CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$58.1M0.14%681,903CommonSOLE
828806109SPGSIMON PROPERTY(REIT)$57.8M0.14%312,027CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$57.4M0.14%128,934CommonSOLE
26875P101EOGEOG RESOURCES INC.$57.4M0.14%546,470CommonSOLE
88579Y101MMM3M CO.$57.2M0.14%357,403CommonSOLE
501044101KRKROGER CO.$57.0M0.14%912,111CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$56.8M0.13%181,642CommonSOLE
464287242LQDISHARES IBOXX \ INV$56.1M0.13%509,435CommonSOLE
548661107LOWLOWE'S COMPANIES$56.1M0.13%232,460CommonSOLE
G5960L103MDTMEDTRONIC PLC$55.8M0.13%581,226CommonSOLE
55354G100MSCIMSCI INC.$55.6M0.13%96,969CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$55.3M0.13%662,716CommonSOLE
20030N101CMCSACOMCAST CORP CL-A$55.1M0.13%1,844,300CommonSOLE
25809K105DASHDOORDASH INC - A$54.9M0.13%242,369CommonSOLE
573284106MLMMARTIN MARIETTA MATE$54.7M0.13%87,786CommonSOLE
654106103NKENIKE INC CL'B'$54.6M0.13%857,668CommonSOLE
701094104PHPARKER HANNIFIN$54.4M0.13%61,907CommonSOLE
052769106ADSKAUTODESK INC.$54.0M0.13%182,489CommonSOLE
666807102NOCNORTHROP GRUMMAN$53.2M0.13%93,372CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$51.9M0.12%514,021CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$50.8M0.12%179,307CommonSOLE
863667101SYKSTRYKER CORP$50.0M0.12%142,245CommonSOLE
256677105DGDOLLAR GENERAL CORP$49.8M0.12%375,024CommonSOLE
20825C104COPCONOCOPHILLIPS$49.7M0.12%531,240CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$49.7M0.12%127,728CommonSOLE
172908105CTASCINTAS CORP.$49.3M0.12%262,376CommonSOLE
45168D104IDXXIDEXX LABS INC$49.0M0.12%72,405CommonSOLE
592688105MTDMETTLER-TOLEDO INTL$48.5M0.12%34,803CommonSOLE
020002101ALLALLSTATE CORP$48.5M0.12%233,028CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$47.8M0.11%818,055CommonSOLE
570535104MKLMARKEL GROUP INC$47.0M0.11%21,879CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$47.0M0.11%133,096CommonSOLE
902973304USBUS BANCORP DEL$46.9M0.11%878,307CommonSOLE
285512109EAELECTRONIC ARTS INC$46.8M0.11%229,034CommonSOLE
049468101TEAMATLASSIAN CORPORATION$46.5M0.11%286,869CommonSOLE
760759100RSGREPUBLIC SERVICES$46.3M0.11%218,555CommonSOLE
09260D107BXBLACKSTONE INC$46.3M0.11%300,105CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE$46.2M0.11%507,010CommonSOLE
03076C106AMPAMERIPRISE FINL INC$45.6M0.11%93,016CommonSOLE
56585A102MPCMARATHON PETROLEUM$45.3M0.11%278,734CommonSOLE
443201108HWMHOWMET AEROSPACE INC$45.1M0.11%219,972CommonSOLE
771049103RBLXROBLOX CORP -CLASS A$45.0M0.11%554,793CommonSOLE
126650100CVSCVS HEALTH CORPORATI$44.9M0.11%566,178CommonSOLE
464287234EEMISHARES MSCI EMERGIN$44.7M0.11%816,576CommonSOLE
369550108GDGENERAL DYNAMICS$43.8M0.10%130,175CommonSOLE
125523100CITHE CIGNA GROUP$43.8M0.10%159,009CommonSOLE
876030107TPRTAPESTRY INC$43.6M0.10%341,486CommonSOLE
064058100BKBANK OF NY MELLON CO$43.5M0.10%374,896CommonSOLE
311900104FASTFASTENAL COMPANY$43.3M0.10%1,079,269CommonSOLE
464288638IGIBISHARES TRUST ISHARE$42.4M0.10%785,281CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$42.2M0.10%508,220CommonSOLE
482497104BEKEKE HLDGS INC$42.2M0.10%2,675,518CommonSOLE
02209S103MOALTRIA GROUP INC$41.7M0.10%723,802CommonSOLE
11271J107BNBROOKFIELD CORPORA-A$41.5M0.10%904,532CommonSOLE
75734B100RDDTREDDIT INC-CL A$41.5M0.10%180,572CommonSOLE
609207105MDLZMONDELEZ INTERNATION$41.3M0.10%766,576CommonSOLE
969457100WMBWILLIAMS COS INC$41.2M0.10%685,573CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$40.4M0.10%462,228CommonSOLE
911312106UPSUNITED PARCEL SRV-B$40.3M0.10%406,578CommonSOLE
40412C101HCAHCA HEALTHCARE INC$40.3M0.10%86,256CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$40.1M0.10%123,819CommonSOLE
871607107SNPSSYNOPSYS INC.$39.9M0.09%84,840CommonSOLE
855244109SBUXSTARBUCKS CORP$39.8M0.09%473,039CommonSOLE
G25508105CRHCRH PLC$39.7M0.09%317,998CommonSOLE
45337C102INCYINCYTE CORP.$39.5M0.09%399,615CommonSOLE
773121108RKLBROCKET LAB CORP$39.0M0.09%558,629CommonSOLE
N00985106AERAERCAP HOLDINGS NV$38.3M0.09%266,337CommonSOLE
G0403H108AONAON PLC-A$38.3M0.09%108,472CommonSOLE
94106B101WCNWASTE CONNECTIONS$38.0M0.09%216,551CommonSOLE
89417E109TRVTRAVELERS COMPANIES$37.9M0.09%130,577CommonSOLE
75886F107REGNREGENERON PHARMACEUT$37.8M0.09%49,014CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$37.8M0.09%460,293CommonSOLE
363576109AJGGALLAGHER (ARTHUR J.$37.6M0.09%145,179CommonSOLE
45866F104ICEINTERCONTINENTAL EXC$37.5M0.09%231,735CommonSOLE
231021106CMICUMMINS INC$37.3M0.09%73,052CommonSOLE
23804L103DDOGDATADOG INC - A$37.2M0.09%273,325CommonSOLE
629377508NRGNRG ENERGY INC$36.8M0.09%230,888CommonSOLE
770700102HOODROBINHOOD MKTS INC$36.1M0.09%318,955CommonSOLE
G51502105JCIJOHNSON CONTROLS INT$35.9M0.09%299,765CommonSOLE
384802104GWWGRAINGER W W INC$35.9M0.09%35,536CommonSOLE
79589L106IOTSAMSARA INC-CL A$34.7M0.08%979,852CommonSOLE
74144T108TROWT ROWE PRICE GROUP$34.6M0.08%337,494CommonSOLE
22266T109CPNGCOUPANG INC$33.9M0.08%1,434,989CommonSOLE
115236101BROBROWN & BROWN INC$33.7M0.08%422,384CommonSOLE
209115104EDCONSOLIDATED EDISON$33.6M0.08%337,953CommonSOLE
05464C101AXONAXON ENTERPRISE INC$33.2M0.08%58,381CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS$32.8M0.08%130,853CommonSOLE
00108J109ACMRACM RESH INC$32.7M0.08%829,127CommonSOLE
075887109BDXBECTON DICKINSON &$32.7M0.08%168,486CommonSOLE
48251W104KKRKKR & CO INC$32.6M0.08%255,634CommonSOLE
817565104SCISERVICE CORP INT'L$32.6M0.08%417,917CommonSOLE
64110D104NTAPNETAPP INC$32.5M0.08%303,763CommonSOLE
92206C870VCITVANGUARD INT-TERM CO$32.3M0.08%385,230CommonSOLE
22160N109CSGPCOSTAR GROUP INC$32.1M0.08%477,836CommonSOLE
252131107DXCMDEXCOM INC.$32.1M0.08%483,850CommonSOLE
219350105GLWCORNING INC.$32.0M0.08%365,658CommonSOLE
278642103EBAYEBAY INC.$31.8M0.08%365,482CommonSOLE
26210C104DBXDROPBOX INC$31.7M0.08%1,140,435CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$31.7M0.08%251,726CommonSOLE
833445109SNOWSNOWFLAKE INC$31.6M0.08%144,234CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$31.6M0.07%79,397CommonSOLE
26884L109EQTEQT CORPORATION$31.3M0.07%583,072CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$31.0M0.07%213,967CommonSOLE
370334104GISGENERAL MILLS$30.9M0.07%663,850CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$30.9M0.07%360,754CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$30.8M0.07%361,868CommonSOLE
291011104EMREMERSON ELECTRIC$30.4M0.07%228,896CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$30.3M0.07%223,291CommonSOLE
988498101YUMYUM! BRANDS INC$30.3M0.07%200,236CommonSOLE
452327109ILMNILLUMINA INC.$30.1M0.07%229,408CommonSOLE
V7780T103RCLROYAL CARIB CRUISES$30.0M0.07%107,489CommonSOLE
571903202MARMARRIOTT INTL INC'A'$30.0M0.07%96,606CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$29.8M0.07%585,998CommonSOLE
893641100TDGTRANSDIGM GROUP INC$29.7M0.07%22,345CommonSOLE
278865100ECLECOLAB INC$29.6M0.07%112,751CommonSOLE
92939U106WECWEC ENERGY GROUP INC$29.5M0.07%279,378CommonSOLE
366651107ITGARTNER INC$29.3M0.07%115,933CommonSOLE
345370860FFORD MTR CO$29.2M0.07%2,226,424CommonSOLE
92537N108VRTVERTIV HOLDINGS CO-A$29.2M0.07%180,316CommonSOLE
92276F100VTRVENTAS INC.$29.0M0.07%375,244CommonSOLE
464288588MBBISHARES MBS ETF$29.0M0.07%304,356CommonSOLE
98978V103ZTSZOETIS INC$28.8M0.07%228,655CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$28.8M0.07%129,213CommonSOLE
48553T106BZKANZHUN LTD(ADR)$28.6M0.07%1,402,168CommonSOLE
427866108HSYTHE HERSHEY COMPANY$28.4M0.07%156,303CommonSOLE
929740108WABWABTEC CORPORATION$28.4M0.07%133,244CommonSOLE
43300A203HLTHILTON WORLDWIDE HOL$28.0M0.07%97,586CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$27.8M0.07%128,245CommonSOLE
91913Y100VLOVALERO ENERGY CORP.$27.8M0.07%170,492CommonSOLE
92840M102VSTVISTRA CORP$27.6M0.07%170,796CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$27.4M0.07%133,342CommonSOLE
934423104WBDWARNER BROS DISCOVER$27.4M0.06%949,037CommonSOLE
31428X106FDXFEDEX CORPORATION$27.2M0.06%94,259CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$27.0M0.06%965,350CommonSOLE
169656105CMGCHIPOTLE MEXICAN$27.0M0.06%730,223CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$26.8M0.06%29,599CommonSOLE
57667L107MTCHMATCH GROUP INC$26.5M0.06%821,653CommonNONE
03769M106APOAPOLLO GLOBAL MANAGE$26.5M0.06%183,229CommonSOLE
253868103DLRDIGITAL RLTY TR INC$26.4M0.06%170,884CommonSOLE
778296103ROSTROSS STORES INC.$26.4M0.06%146,629CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$26.3M0.06%91,080CommonSOLE
74762E102QUREQUANTA SERVICES INC$26.1M0.06%61,871CommonSOLE
756109104OREALTY INCOME CORP$26.0M0.06%460,827CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$25.9M0.06%46,133CommonSOLE
88339J105TTDTRADE DESK INC/THE-A$25.7M0.06%675,929CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$25.6M0.06%285,726CommonNONE
380237107GDDYGODADDY INC-CLASS A$25.5M0.06%205,172CommonSOLE
98138H101WDAYWORKDAY INC$25.4M0.06%118,286CommonSOLE
89832Q109TFCTRUIST FINANCIAL COR$25.3M0.06%514,391CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$25.1M0.06%98,106CommonSOLE
06849F108BBARRICK MNG CORP$24.9M0.06%579,590CommonNONE
48020Q107JLLJONES LANG LASALLE INC$24.8M0.06%73,698CommonSOLE
22052L104CTVACORTEVA INC$24.8M0.06%369,681CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$24.8M0.06%89,973CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIE$24.6M0.06%83,754CommonSOLE
099724106BWABORGWARNER INC$24.6M0.06%545,372CommonNONE
693718108PCARPACCAR INC$24.5M0.06%223,820CommonSOLE
009158106APDAIR PRODUCTS & CHEM.$24.4M0.06%98,861CommonSOLE
199908104FIXCOMFORT SYS USA INC$24.4M0.06%26,103CommonSOLE
958102105WDCWESTERN DIGITAL CORP$24.2M0.06%140,527CommonSOLE
G0450A105ACGLARCH CAPITAL GRP LTD$24.1M0.06%250,804CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$23.9M0.06%61,363CommonSOLE
806857108SLBSLB LTD$23.8M0.06%620,476CommonSOLE
718546104PSXPHILLIPS 66$23.7M0.06%183,707CommonSOLE
25179M103DVNDEVON ENERGY CORP.$23.5M0.06%641,294CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$23.1M0.05%840,079CommonSOLE
001055102AFLAFLAC INC.$23.0M0.05%208,540CommonSOLE
911363109URIUNITED RENTALS INC.$23.0M0.05%28,391CommonSOLE
922475108VEEVVEEVA SYSTEMS INC-A$22.7M0.05%101,908CommonSOLE
H2906T109GRMNGARMIN LTD.$22.6M0.05%111,621CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$22.6M0.05%99,903CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE -A$22.6M0.05%1,145,132CommonSOLE
879360105TDYTELEDYNE TECH.INC.$22.5M0.05%43,980CommonSOLE
574599106MASMASCO CORP.$22.5M0.05%353,851CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$22.3M0.05%161,800CommonSOLE
90384S303ULTAULTA BEAUTY INC$22.2M0.05%36,624CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$21.9M0.05%374,585CommonSOLE
146869102CVNACARVANA CO$21.8M0.05%51,759CommonSOLE
303250104FICOFAIR ISAAC CORP$21.8M0.05%12,873CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$21.8M0.05%119,214CommonSOLE
650111107NYTNEW YORK TIMES CO$21.5M0.05%310,263CommonSOLE
171340102CHDCHURCH & DWIGHT CO.$21.4M0.05%255,673CommonSOLE
531229755FWONKLIBERTY MEDIA CORP-F$21.2M0.05%214,919CommonSOLE
852234103XYZBLOCK INC-A$21.2M0.05%325,113CommonSOLE
59156R108METMETLIFE INC.$20.7M0.05%261,666CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$20.6M0.05%129,108CommonSOLE
87612E106TGTTARGET CORP.$20.6M0.05%210,395CommonSOLE
891160509TDTORONTO DOMINION BK ONT$20.5M0.05%219,513CommonNONE
086516101BBYBEST BUY INC$20.5M0.05%305,656CommonSOLE
833034101SNASNAP-ONINC.$20.5M0.05%59,363CommonSOLE
00846U101AAGILENT TECHNOLOGIES$20.2M0.05%148,355CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$20.1M0.05%108,259CommonSOLE
031100100AMEAMETEK INC.$20.0M0.05%97,449CommonSOLE
47215PAJ5JD 0.25 06/01/29JD.COM INC$20.0M0.05%200,000CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$19.9M0.05%89,183CommonSOLE
942622200WSOWATSCOINC.$19.9M0.05%58,932CommonSOLE
30161N101EXCEXELON CORPORATION$19.8M0.05%454,273CommonSOLE
866674104SUISUN COMMUNITIES INC$19.6M0.05%158,294CommonSOLE
631103108NDAQNASDAQ INC$19.5M0.05%200,820CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$19.5M0.05%75,000CommonSOLE
759509102RSRELIANCE INC$19.4M0.05%67,281CommonSOLE
92936U109WPCWP CAREY INC.$19.4M0.05%300,943CommonSOLE
744320102PRUPRUDENTIAL FINL INC$19.4M0.05%171,486CommonSOLE
23331A109DHID.R. HORTON INC.$19.3M0.05%133,832CommonSOLE
40434L105HPQHP INC$19.0M0.05%853,989CommonSOLE
704326107PAYXPAYCHEX INC$19.0M0.05%169,270CommonSOLE
26856L103ELFELF BEAUTY INC$18.8M0.04%247,684CommonSOLE
05722G100BKRBAKER HUGHES CO$18.7M0.04%411,367CommonSOLE
29476L107EQREQUITY RESIDENTIAL$18.7M0.04%296,789CommonSOLE
29084Q100EMEEMCOR GROUP INC$18.6M0.04%30,405CommonSOLE
857477103STTSTATE STREET CORP$18.5M0.04%143,015CommonSOLE
29364G103ETRENTERGY CORP NEW$18.4M0.04%199,294CommonSOLE
G96629103WTWWILLIS TOWERS WATSON$18.3M0.04%55,703CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$18.3M0.04%1,034,607CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNO$18.2M0.04%221,684CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$18.0M0.04%270,891CommonSOLE
466313103JBLJABIL INC$17.9M0.04%78,646CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$17.9M0.04%122,089CommonNONE
761152107RMDRESMED INC$17.9M0.04%74,133CommonSOLE
880770102TERTERADYNE INC$17.9M0.04%92,252CommonSOLE
929160109VMCVULCAN MATERIALS CO$17.8M0.04%62,436CommonSOLE
08265T208BSYBENTLEY SYSTEMS IN-B$17.8M0.04%465,152CommonSOLE
959802109WUWESTERN UN CO$17.7M0.04%1,900,023CommonNONE
82846H405QXOQXO INC$17.7M0.04%916,907CommonSOLE
871829107SYYSYSCO CORPORATION$17.6M0.04%239,122CommonSOLE
22822V101CCICROWN CASTLE INC$17.6M0.04%198,113CommonSOLE
217204106CPRTCOPART, INC.$17.2M0.04%439,488CommonSOLE
023608102AEEAMEREN CORPORATION$17.2M0.04%172,183CommonSOLE
189054109CLXCLOROX COMPANY$17.2M0.04%170,468CommonSOLE
693506107PPGPPG INDUSTRIES$17.2M0.04%167,566CommonSOLE
084423102WRBBERKLEY (WR) CORP$17.2M0.04%244,742CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$17.0M0.04%130,879CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$16.8M0.04%75,265CommonSOLE
902252105TYLTYLER TECHNOLOGIES$16.7M0.04%36,697CommonSOLE
281020107EIXEDISON INTL$16.6M0.04%276,756CommonSOLE
165167735EXEEXPAND ENERGY CORP$16.6M0.04%150,321CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$16.6M0.04%313,281CommonSOLE
25754A201DPZDOMINOS PIZZA INC$16.5M0.04%39,589CommonSOLE
87151X101SYMSYMBOTIC INC$16.5M0.04%277,138CommonSOLE
464287440IEFISHARES 7-10Y TR BD$16.2M0.04%168,547CommonSOLE
867224107SUSUNCOR ENERGY INC$16.1M0.04%368,005CommonNONE
46266C105IQVIQVIA HOLDINGS INC$16.1M0.04%71,356CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$16.0M0.04%101,845CommonSOLE
775711104ROLROLLINS INC$15.9M0.04%264,733CommonSOLE
62944T105NVRNVR INC$15.8M0.04%2,169CommonSOLE
G8068L108SNSHARKNINJA INC$15.8M0.04%141,185CommonSOLE
594972408MSTRSTRATEGY INC-A$15.8M0.04%103,763CommonSOLE
902494103TSNTYSON FOODS CL 'A'$15.6M0.04%266,673CommonSOLE
384109104GGGGRACO INC$15.6M0.04%190,227CommonSOLE
69370C100PTCPTC INC$15.5M0.04%88,935CommonSOLE
337738108FISVFISERV, INC.$15.4M0.04%228,788CommonSOLE
436440101HO1HOLOGIC INC$15.2M0.04%203,407CommonSOLE
670346105NUENUCOR CORP$15.0M0.04%92,223CommonSOLE
Y2573F102FLEXFLEX LTD$15.0M0.04%248,349CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$15.0M0.04%235,311CommonSOLE
40131M109GHGUARDANT HEALTH INC$14.9M0.04%145,885CommonSOLE
171779309CIENCIENA CORP.$14.9M0.04%63,685CommonSOLE
228368106CCKCROWN HOLDINGS INC$14.9M0.04%144,403CommonSOLE
G98239109XPXP INC - CLASS A$14.8M0.04%905,893CommonSOLE
336433107FSLRFIRST SOLAR INC$14.8M0.04%56,765CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$14.8M0.04%87,477CommonSOLE
464288646IGSBISHARES TRUST ISHARE$14.7M0.04%278,770CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$14.7M0.03%86,877CommonNONE
55261F104MTBM & T CORPORATION$14.7M0.03%73,098CommonSOLE
G3643J108FLUTFLUTTER ENTERTAINMEN$14.7M0.03%68,382CommonSOLE
315616102FFIVF5 INC$14.7M0.03%57,524CommonSOLE
881624209TEVATEVA PHARMACEUT(ADR)$14.7M0.03%470,043CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$14.6M0.03%292,727CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$14.6M0.03%81,728CommonSOLE
60937P106MDBMONGODB INC$14.6M0.03%34,674CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$14.5M0.03%167,828CommonSOLE
457669307INSMINSMED, INCORPORATED$14.5M0.03%83,032CommonSOLE
98419M100XYLXYLEM INC.$14.4M0.03%105,873CommonSOLE
29452E101EQHEQUITABLE HOLDINGS I$14.3M0.03%300,699CommonSOLE
444859102HUMHUMANA$14.3M0.03%55,661CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC$14.2M0.03%108,821CommonSOLE
92338C103VLTOVERALTO CORP$14.0M0.03%140,223CommonSOLE
682189105ONON SEMICONDUCTOR$14.0M0.03%258,374CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$13.9M0.03%158,121CommonSOLE
237194105DRIDARDEN RESTAURANTS$13.9M0.03%75,774CommonSOLE
03990B101ARESARES MANAGEMENT LP$13.8M0.03%85,685CommonSOLE
55616P104MMACYS INC$13.8M0.03%626,082CommonNONE
26701L100BROSDUTCH BROS INC-A$13.8M0.03%225,153CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIE$13.8M0.03%67,827CommonSOLE
783513203RYAAYRYANAIR HLDGS (ADR)$13.7M0.03%189,103CommonSOLE
15135B101CNCCENTENE CORPORATION$13.7M0.03%331,693CommonSOLE
26603R106DUOLDUOLINGO$13.6M0.03%77,674CommonSOLE
91307C102UTHRUNITED THERAPEUTICS$13.5M0.03%27,786CommonSOLE
49177J102KVUEKENVUE INC$13.5M0.03%783,684CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$13.5M0.03%209,596CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$13.5M0.03%77,584CommonSOLE
337932107FEFIRSTENERGY CORP.$13.5M0.03%300,580CommonSOLE
G0176J109ALLEALLEGION PLC$13.4M0.03%84,436CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$13.3M0.03%89,589CommonSOLE
68268W103OMFONEMAIN HLDGS INC$13.3M0.03%197,433CommonNONE
143658300CCL1EURCARNIVAL CORP$13.3M0.03%436,346CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$13.3M0.03%204,318CommonSOLE
42824C109HPEHP ENTERPRISE CO$13.3M0.03%553,418CommonSOLE
754730109RJFRAYMOND JAMES FIN.$13.3M0.03%82,568CommonSOLE
316773100FITBFIFTH THIRD BANCORP$13.2M0.03%282,034CommonSOLE
256163106DOCUDOCUSIGN INC$13.1M0.03%191,669CommonSOLE
125896100CMSCMS ENERGY CORP$13.1M0.03%187,458CommonSOLE
540424108LLOEWS CORP$13.0M0.03%123,366CommonSOLE
925652109VICIVICI PROPERTIES INC$12.9M0.03%460,036CommonSOLE
053484101AVBAVALONBAY COMM. INC.$12.8M0.03%70,749CommonSOLE
277276101EGPEASTGROUP PPTYS INC$12.8M0.03%71,697CommonSOLE
50212V100LPLALPL FINANCIAL HOLD$12.8M0.03%35,746CommonSOLE
518439104ELLAUDER ESTEE COS INC$12.8M0.03%121,892CommonSOLE
45687V106IRINGERSOLL-RAND INC$12.7M0.03%160,593CommonSOLE
681919106OMCOMNICOM GROUP INC$12.7M0.03%157,008CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$12.6M0.03%117,741CommonSOLE
G3265R107APTVAPTIV PLC$12.5M0.03%164,652CommonSOLE
45784P101PODDINSULET CORPORATION$12.5M0.03%43,921CommonSOLE
05329W102ANAUTONATION INC$12.5M0.03%60,352CommonNONE
674599105OXYOCCIDENTAL PETROLEUM$12.4M0.03%301,642CommonSOLE
500754106KHCKRAFT HEINZ CO/THE$12.4M0.03%511,261CommonSOLE
03743Q108APAAPA CORPORATION$12.4M0.03%506,392CommonNONE
83406F102SOFISOFI TECHNOLOGIES IN$12.4M0.03%473,116CommonSOLE
21036P108STZCONSTELLATION BRND-A$12.4M0.03%89,526CommonSOLE
69351T106PPLPPL CORPORATION$12.3M0.03%351,960CommonSOLE
053611109AVYAVERY-DENNISON CORP$12.2M0.03%67,193CommonSOLE
039483102ADMARCHER DANIELS MDLND$12.2M0.03%212,044CommonSOLE
31946M103FCNCAFIRST CITIZENS -CL A$12.2M0.03%5,668CommonSOLE
941848103WATWATERS CORPORATION$12.0M0.03%31,705CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$12.0M0.03%374,884CommonSOLE
632307104NTRANATERA INC$11.9M0.03%52,154CommonSOLE
921937835BNDVANGUARD TOTAL BOND$11.9M0.03%161,270CommonSOLE
127097103CTRACOTERRA ENERGY INC$11.9M0.03%451,987CommonSOLE
25278X109FANGDIAMONDBACK ENERGY$11.9M0.03%79,100CommonSOLE
888787108TOSTTOAST INC-CLASS A$11.9M0.03%333,999CommonSOLE
30161Q104EXELEXELIXIS INC$11.9M0.03%270,396CommonNONE
049560105ATOATMOS ENERGY CORP.$11.8M0.03%70,655CommonSOLE
464288513HYGISHARES IBOXX \ H/Y$11.8M0.03%146,850CommonSOLE
464288281EMBISHARES JP MORGAN US$11.8M0.03%122,920CommonSOLE
453038408IMOIMPERIAL OIL LTD$11.8M0.03%138,206CommonNONE
358039105FRPTFRESHPET INC$11.8M0.03%193,584CommonSOLE
668771108GENGEN DIGITAL INC$11.7M0.03%431,452CommonSOLE
443510607HUBBHUBBELL INCORPORATED$11.7M0.03%26,362CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$11.6M0.03%64,058CommonSOLE
233331107DTEDTE ENERGY COMPANY$11.5M0.03%89,543CommonSOLE
09062X103BIIBBIOGEN INC$11.5M0.03%65,318CommonSOLE
268150109DTDYNATRACE INC$11.5M0.03%265,169CommonSOLE
15189T107CNPCENTERPOINT ENERGY$11.4M0.03%297,069CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$11.3M0.03%79,895CommonSOLE
550021109LULULULULEMON ATHLETICA$11.3M0.03%54,471CommonSOLE
12514G108CDWCDW CORP/DE$11.3M0.03%83,014CommonSOLE
90138F102TWLOTWILIO INC - A$11.2M0.03%78,697CommonSOLE
745867101PHMPULTE GROUP INC.$11.1M0.03%95,010CommonSOLE
260003108DOVDOVER CORP$11.1M0.03%56,843CommonSOLE
294429105EFXEQUIFAX INC.$11.0M0.03%50,926CommonSOLE

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.