MondegarAI
ALLIANZ SE

Q4 2025 · 13F-HR

ALLIANZ SEholdings as filed

Filed 2026-02-13 · accession 0001193125-26-049789

$7.77B
Reported value
431
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · ALLIANZ SE · Q4 2025

AI · grounded in 13F

ALLIANZ SE established a new position in JAAA valued at $1.33B. The fund also opened new positions in LQD for $866.34M and VCLT for $183.25M. On the sell side, the fund trimmed its holding in VFH by 99.97% and closed its position in CSX for a loss of $6.86M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
47103U845JAAAJANUS DETROIT STR TR$1.33B17.2%26,360,832CommonNONE
464287200IVVISHARES TR$1.16B15.0%1,696,376CommonNONE
464287242LQDISHARES TR$866.3M11.2%7,862,205CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$183.3M2.36%2,416,012CommonNONE
651639106NEMNEWMONT CORP$176.6M2.27%1,768,890CommonSOLE
67066G104NVDANVIDIA CORPORATION$168.3M2.17%902,302CommonSOLE
037833100AAPLAPPLE INC$165.8M2.13%609,786CommonSOLE
594918104MSFTMICROSOFT CORP$156.6M2.02%323,841CommonSOLE
46090E103QQQINVESCO QQQ TR$141.3M1.82%230,003CommonSOLE
06849F108BBARRICK MNG CORP$140.7M1.81%3,224,874CommonSOLE
02079K305GOOGLALPHABET INC$140.6M1.81%449,175CommonSOLE
023135106AMZNAMAZON COM INC$122.0M1.57%528,565CommonSOLE
464285204IAUISHARES GOLD TR$100.1M1.29%1,233,566CommonNONE
02157E106ALTIALTI GLOBAL INC$96.7M1.25%20,841,870CommonSOLE
464289511IGLBISHARES TR$81.8M1.05%1,622,000CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$81.3M1.05%119,270CommonSOLE
464288257ACWIISHARES TR$73.5M0.95%519,175CommonNONE
02079K107GOOGALPHABET INC$70.9M0.91%226,039CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$65.9M0.85%204,457CommonSOLE
717081103PFEPFIZER INC$61.9M0.80%2,485,812CommonSOLE
464286608EZUISHARES INC$61.4M0.79%957,574CommonNONE
718172109PMPHILIP MORRIS INTL INC$60.9M0.78%379,524CommonSOLE
11135F101AVGOBROADCOM INC$59.2M0.76%171,040CommonSOLE
30303M102METAMETA PLATFORMS INC$57.6M0.74%87,258CommonSOLE
922908363VOOVANGUARD INDEX FDS$49.8M0.64%79,361CommonSOLE
88160R101TSLATESLA INC$48.5M0.63%107,952CommonSOLE
025816109AXPAMERICAN EXPRESS CO$48.2M0.62%130,352CommonSOLE
532457108LLYELI LILLY & CO$45.0M0.58%41,916CommonSOLE
92826C839VVISA INC$40.3M0.52%114,979CommonSOLE
G54950103LINLINDE PLC$39.8M0.51%93,381CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$37.2M0.48%65,082CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$34.1M0.44%67,908CommonSOLE
464287457SHYISHARES TR$29.0M0.37%349,915CommonNONE
478160104JNJJOHNSON & JOHNSON$28.0M0.36%135,166CommonSOLE
149123101CATCATERPILLAR INC$27.4M0.35%47,764CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$25.8M0.33%78,245CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$25.4M0.33%377,100CommonNONE
654106103NKENIKE INC$25.3M0.33%396,357CommonSOLE
46434V464CRBNISHARES TR$25.1M0.32%109,015CommonNONE
72201R643EMNTPIMCO ETF TR$24.5M0.32%249,000CommonNONE
464288513HYGISHARES TR$24.2M0.31%300,000CommonNONE
00287Y109ABBVABBVIE INC$22.2M0.29%97,245CommonSOLE
74741A106OWNSTIDAL TRUST III$21.8M0.28%1,248,751CommonNONE
464287234EEMISHARES TR$21.7M0.28%397,182CommonNONE
254687106DISDISNEY WALT CO$21.5M0.28%189,323CommonSOLE
931142103WMTWALMART INC$21.2M0.27%190,204CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$20.4M0.26%95,061CommonSOLE
68389X105ORCLORACLE CORP$20.3M0.26%104,209CommonSOLE
580135101MCDMCDONALDS CORP$19.5M0.25%63,646CommonSOLE
949746101WMT2WELLS FARGO CO NEW$19.3M0.25%206,925CommonSOLE
17275R102CSCOCISCO SYS INC$18.9M0.24%245,428CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$18.9M0.24%21,903CommonSOLE
31428X106FDXFEDEX CORP$18.8M0.24%65,201CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$18.7M0.24%21,297CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$18.7M0.24%347,897CommonSOLE
64110L106NFLXNETFLIX INC$18.5M0.24%197,430CommonSOLE
060505104BACBANK AMERICA CORP$18.3M0.24%331,935CommonSOLE
78468R796SPYXSPDR SERIES TRUST$16.7M0.22%298,008CommonNONE
464287184FXIISHARES TR$16.7M0.21%434,931CommonNONE
F92124100TTETOTALENERGIES SE$16.3M0.21%250,382CommonSOLE
172967424CCITIGROUP INC$16.2M0.21%139,171CommonSOLE
617446448MSMORGAN STANLEY$15.8M0.20%88,907CommonSOLE
65339F101NEENEXTERA ENERGY INC$15.8M0.20%196,526CommonSOLE
742718109PGPROCTER AND GAMBLE CO$15.3M0.20%106,710CommonSOLE
922908751VBVANGUARD INDEX FDS$14.6M0.19%56,605CommonSOLE
437076102HDHOME DEPOT INC$14.2M0.18%41,291CommonSOLE
00724F101ADBEADOBE INC$13.9M0.18%39,848CommonSOLE
031162100AMGNAMGEN INC$13.9M0.18%42,605CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$13.8M0.18%168,775CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$13.8M0.18%81,105CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$13.7M0.18%77,255CommonSOLE
79466L302CRMSALESFORCE INC$13.7M0.18%51,666CommonSOLE
464286657BKFISHARES INC$13.3M0.17%303,229CommonNONE
29250N105ENBENBRIDGE INC$13.3M0.17%277,000CommonSOLE
369604301GEGE AEROSPACE$13.0M0.17%42,153CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.9M0.17%22,844CommonSOLE
464288224ICLNISHARES TR$12.5M0.16%760,656CommonNONE
00888H471SPBXAIM ETF PRODUCTS TRUST$12.2M0.16%445,540CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$11.9M0.15%40,150CommonSOLE
N3167Y103RACEFERRARI N V$11.9M0.15%32,112CommonSOLE
09290D101BLKBLACKROCK INC$11.8M0.15%11,064CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.5M0.15%40,206CommonSOLE
002824100ABTABBOTT LABS$11.4M0.15%91,323CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.4M0.15%25,181CommonSOLE
58933Y105MRKMERCK & CO INC$11.4M0.15%107,831CommonSOLE
747525103QCOMQUALCOMM INC$11.3M0.15%66,240CommonSOLE
464286178GHYGISHARES INC$11.2M0.14%241,735CommonNONE
032654105ADIANALOG DEVICES INC$11.0M0.14%40,484CommonSOLE
291011104EMREMERSON ELEC CO$11.0M0.14%82,658CommonSOLE
713448108PEPPEPSICO INC$10.8M0.14%75,523CommonSOLE
94106L109WMWASTE MGMT INC DEL$10.7M0.14%48,886CommonSOLE
816851109SRESEMPRA$10.7M0.14%121,190CommonSOLE
H1467J104CBCHUBB LIMITED$10.2M0.13%32,720CommonSOLE
427866108HSYHERSHEY CO$10.1M0.13%55,741CommonSOLE
461202103INTUINTUIT$10.0M0.13%15,129CommonSOLE
872590104TMUST-MOBILE US INC$9.9M0.13%48,711CommonSOLE
82509L107SHOPSHOPIFY INC$9.8M0.13%60,580CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9.6M0.12%16,528CommonSOLE
701094104PHPARKER-HANNIFIN CORP$9.4M0.12%10,700CommonSOLE
19247G107COHRCOHERENT CORP$9.4M0.12%50,884CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$9.3M0.12%50,278CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$9.3M0.12%108,378CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$9.3M0.12%182,346CommonSOLE
00888H463SPBWAIM ETF PRODUCTS TRUST$9.2M0.12%337,080CommonNONE
75513E101RTXRTX CORPORATION$9.2M0.12%50,282CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.0M0.12%90,478CommonSOLE
548661107LOWLOWES COS INC$9.0M0.12%37,216CommonSOLE
78464A755XMESPDR SERIES TRUST$8.9M0.11%85,770CommonNONE
78409V104SPGIS&P GLOBAL INC$8.8M0.11%16,757CommonSOLE
92189F106GDXVANECK ETF TRUST$8.7M0.11%101,106CommonNONE
46434G103IEMGISHARES INC$8.6M0.11%128,550CommonNONE
25809K105DASHDOORDASH INC$8.4M0.11%37,300CommonSOLE
87807B107TRPTC ENERGY CORP$8.4M0.11%152,807CommonSOLE
59156R108METMETLIFE INC$8.4M0.11%106,644CommonSOLE
00206R102TAT&T INC$8.4M0.11%338,198CommonSOLE
36828A101GEVGE VERNOVA INC$8.3M0.11%12,755CommonSOLE
443201108HWMHOWMET AEROSPACE INC$8.2M0.11%40,186CommonSOLE
244199105DEDEERE & CO$8.1M0.10%17,431CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8.1M0.10%26,551CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$8.0M0.10%31,025CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.0M0.10%82,947CommonSOLE
78468R556XOPSPDR SERIES TRUST$8.0M0.10%63,025CommonNONE
95040Q104WELLWELLTOWER INC$7.9M0.10%42,397CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.8M0.10%98,395CommonSOLE
191216100KOCOCA COLA CO$7.8M0.10%111,169CommonSOLE
806857108SLBSLB LIMITED$7.7M0.10%199,880CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$7.6M0.10%21,487CommonNONE
30161N101EXCEXELON CORP$7.5M0.10%171,382CommonSOLE
907818108UNPUNION PAC CORP$7.3M0.09%31,707CommonSOLE
92189F437ANGLVANECK ETF TRUST$7.3M0.09%248,042CommonNONE
125523100CITHE CIGNA GROUP$7.2M0.09%26,040CommonSOLE
053332102AZOAUTOZONE INC$7.2M0.09%2,109CommonSOLE
235851102DHRDANAHER CORPORATION$7.1M0.09%31,125CommonSOLE
482480100KLACKLA CORP$7.0M0.09%5,795CommonSOLE
74340W103PLDPROLOGIS INC.$7.0M0.09%54,777CommonSOLE
81141R100SESEA LTD$6.9M0.09%54,340CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$6.9M0.09%24,760CommonSOLE
464288570DSIISHARES TR$6.9M0.09%53,354CommonNONE
94106B101WCNWASTE CONNECTIONS INC$6.8M0.09%39,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$6.7M0.09%67,936CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6.5M0.08%44,576CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$6.5M0.08%24,158CommonSOLE
126650100CVSCVS HEALTH CORP$6.2M0.08%77,714CommonSOLE
81762P102NOWSERVICENOW INC$6.1M0.08%39,890CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.9M0.08%49,360CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.7M0.07%12,245CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.7M0.07%105,775CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$5.7M0.07%32,371CommonSOLE
040413205ANETARISTA NETWORKS INC$5.7M0.07%43,351CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.6M0.07%103,850CommonSOLE
78464A375SPIBSPDR SERIES TRUST$5.5M0.07%164,122CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$5.4M0.07%15,535CommonSOLE
00888H489MARUAIM ETF PRODUCTS TRUST$5.3M0.07%192,200CommonNONE
46137V134PBWINVESCO EXCHANGE TRADED FD T$5.2M0.07%169,068CommonNONE
615369105MCOMOODYS CORP$5.2M0.07%10,090CommonSOLE
032095101APHAMPHENOL CORP NEW$5.1M0.07%37,760CommonSOLE
852234103XYZBLOCK INC$5.0M0.06%77,000CommonSOLE
00888H430QBSFAIM ETF PRODUCTS TRUST$5.0M0.06%189,541CommonNONE
20030N101CMCSACOMCAST CORP NEW$4.9M0.06%173,313CommonSOLE
00888H448AIOOAIM ETF PRODUCTS TRUST$4.8M0.06%187,041CommonNONE
N3168P101FERFERROVIAL SE$4.7M0.06%72,725CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.5M0.06%38,779CommonSOLE
351858105FNVFRANCO NEV CORP$4.4M0.06%21,392CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$4.3M0.06%590,000CommonSOLE
00888H455SPBUAIM ETF PRODUCTS TRUST$4.3M0.06%153,132CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$4.3M0.05%220,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.2M0.05%2,107CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$4.0M0.05%255,000CommonSOLE
12504L109CBRECBRE GROUP INC$4.0M0.05%25,094CommonSOLE
047649108ATKRATKORE INC$3.9M0.05%62,273CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3.9M0.05%43,500CommonSOLE
871607107SNPSSYNOPSYS INC$3.9M0.05%8,260CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3.8M0.05%16,640CommonSOLE
22160N109CSGPCOSTAR GROUP INC$3.8M0.05%56,052CommonSOLE
444859102HUMHUMANA INC$3.6M0.05%13,960CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$3.5M0.05%27,061CommonSOLE
00888H497FEBUAIM ETF PRODUCTS TRUST$3.5M0.05%126,564CommonNONE
893641100TDGTRANSDIGM GROUP INC$3.4M0.04%2,594CommonSOLE
00888H554SEPUAIM ETF PRODUCTS TRUST$3.3M0.04%113,484CommonNONE
00888H596MAYUAIM ETF PRODUCTS TRUST$3.2M0.04%102,780CommonNONE
011532108AGIALAMOS GOLD INC NEW$3.2M0.04%82,430CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.1M0.04%69,017CommonSOLE
00888H620FLAOAIM ETF PRODUCTS TRUST$3.0M0.04%107,280CommonNONE
00888H562AUGUAIM ETF PRODUCTS TRUST$3.0M0.04%101,280CommonNONE
384802104GWWWW GRAINGER INC$3.0M0.04%2,935CommonSOLE
72352L106PINSPINTEREST INC$2.9M0.04%111,827CommonNONE
166764100CVXCHEVRON CORP NEW$2.9M0.04%18,722CommonSOLE
458140100INTCINTEL CORP$2.8M0.04%74,764CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$2.7M0.03%11,096CommonSOLE
049560105ATOATMOS ENERGY CORP$2.7M0.03%15,985CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$2.7M0.03%45,000CommonSOLE
038222105AMATAPPLIED MATLS INC$2.7M0.03%10,391CommonNONE
55354G100MSCIMSCI INC$2.6M0.03%4,575CommonSOLE
00888H539NVBUAIM ETF PRODUCTS TRUST$2.6M0.03%89,775CommonNONE
00888H513JANUAIM ETF PRODUCTS TRUST$2.6M0.03%92,041CommonNONE
693718108PCARPACCAR INC$2.6M0.03%23,502CommonSOLE
00888H588JNEUAIM ETF PRODUCTS TRUST$2.5M0.03%83,100CommonNONE
988498101YUMYUM BRANDS INC$2.4M0.03%16,100CommonSOLE
294429105EFXEQUIFAX INC$2.4M0.03%10,960CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.3M0.03%10,799CommonSOLE
857477103STTSTATE STR CORP$2.3M0.03%18,073CommonSOLE
00888H547OCTUAIM ETF PRODUCTS TRUST$2.3M0.03%81,146CommonNONE
929160109VMCVULCAN MATLS CO$2.3M0.03%8,023CommonSOLE
45687V106IRINGERSOLL RAND INC$2.3M0.03%28,545CommonSOLE
62944T105NVRNVR INC$2.3M0.03%309CommonSOLE
98419M100XYLXYLEM INC$2.2M0.03%16,423CommonSOLE
464286400EWZISHARES INC$2.0M0.03%64,227CommonNONE
553368101MPMP MATERIALS CORP$2.0M0.03%39,742CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.9M0.02%11,339CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1.9M0.02%4,962CommonSOLE
217204106CPRTCOPART INC$1.9M0.02%49,180CommonSOLE
Q4982L109IRENIREN LIMITED$1.9M0.02%50,550CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.9M0.02%36,084CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.9M0.02%3,626CommonSOLE
219350105GLWCORNING INC$1.8M0.02%20,788CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.8M0.02%8,934CommonSOLE
260003108DOVDOVER CORP$1.8M0.02%9,265CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.8M0.02%31,250CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.8M0.02%48,500CommonSOLE
863667101SYKSTRYKER CORPORATION$1.8M0.02%5,035CommonSOLE
N82405106STLASTELLANTIS N.V$1.8M0.02%161,042CommonSOLE
464288646IGSBISHARES TR$1.8M0.02%33,144CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1.8M0.02%18,366CommonSOLE
22052L104CTVACORTEVA INC$1.7M0.02%25,804CommonSOLE
64110D104NTAPNETAPP INC$1.7M0.02%16,112CommonSOLE
92343E102VRSNVERISIGN INC$1.7M0.02%6,922CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.02%311CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.7M0.02%24,584CommonSOLE
H01301128ALCALCON AG$1.6M0.02%19,680CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.6M0.02%3,332CommonSOLE
88579Y101MMM3M CO$1.5M0.02%9,303CommonSOLE
831865209AOSSMITH A O CORP$1.4M0.02%21,416CommonSOLE
N20944109CNHCNH INDL N V$1.4M0.02%154,100CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.4M0.02%7,241CommonSOLE
00888H612ARLUAIM ETF PRODUCTS TRUST$1.4M0.02%45,360CommonNONE
61945C103MOSMOSAIC CO NEW$1.4M0.02%56,800CommonSOLE
D18190898DBDEUTSCHE BANK A G$1.4M0.02%35,000CommonSOLE
896945201TRIPTRIPADVISOR INC$1.4M0.02%93,050CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$1.4M0.02%56,100CommonNONE
871829107SYYSYSCO CORP$1.3M0.02%18,275CommonSOLE
02209S103MOALTRIA GROUP INC$1.3M0.02%22,692CommonSOLE
704326107PAYXPAYCHEX INC$1.3M0.02%11,527CommonSOLE
92276F100VTRVENTAS INC$1.3M0.02%16,650CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.2M0.02%3,790CommonSOLE
G29183103ETNEATON CORP PLC$1.1M0.01%3,580CommonNONE
097023105BABOEING CO$1.1M0.01%5,214CommonSOLE
056752108BIDUBAIDU INC$1.1M0.01%8,452CommonSOLE
03073E105CORCENCORA INC$1.0M0.01%3,019CommonSOLE
48251W104KKRKKR & CO INC$1.0M0.01%7,910CommonSOLE
891160509TDTORONTO DOMINION BK ONT$1.0M0.01%10,650CommonSOLE
693506107PPGPPG INDS INC$1.0M0.01%9,767CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$996,8180.01%3,189CommonNONE
25746U109DDOMINION ENERGY INC$992,5150.01%16,940CommonSOLE
72201R833MINTPIMCO ETF TR$987,1450.01%9,838CommonNONE
336433107FSLRFIRST SOLAR INC$968,6410.01%3,708CommonNONE
26614N102DDDUPONT DE NEMOURS INC$967,1320.01%24,058CommonSOLE
72201R783HYSPIMCO ETF TR$946,0190.01%9,977CommonNONE
882508104TXNTEXAS INSTRS INC$942,3980.01%5,432CommonSOLE
46429B655FLOTISHARES TR$928,7540.01%18,261CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$916,3280.01%3,190CommonSOLE
56501R106MFCMANULIFE FINL CORP$884,2020.01%24,265CommonNONE
517834107LVSLAS VEGAS SANDS CORP$881,6440.01%13,545CommonNONE
72201R817CORPPIMCO ETF TR$880,6500.01%9,000CommonNONE
58155Q103MCKMCKESSON CORP$858,0230.01%1,046CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$840,3090.01%9,857CommonNONE
34965K107FTREFORTREA HLDGS INC$828,0000.01%48,000CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$827,9420.01%1,860CommonSOLE
046353108AZNNASTRAZENECA PLC$817,5330.01%8,893CommonNONE
46222L108IONQIONQ INC$813,9870.01%18,141CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$812,1540.01%9,557CommonSOLE
576323109MTZMASTEC INC$787,7490.01%3,624CommonNONE
464288638IGIBISHARES TR$786,4860.01%14,597CommonNONE
835699307SONYSONY GROUP CORP$768,0000.01%30,000CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$760,7110.01%7,540CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP$738,7050.01%36,300CommonSOLE
00508Y102AYIACUITY INC$706,0380.01%1,961CommonNONE
46266C105IQVIQVIA HLDGS INC$701,0250.01%3,110CommonSOLE
278865100ECLECOLAB INC$696,7280.01%2,654CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$688,5080.01%892CommonNONE
74762E102QUREQUANTA SVCS INC$681,6270.01%1,615CommonNONE
833445109SNOWSNOWFLAKE INC$674,9710.01%3,077CommonSOLE
375558103GILDGILEAD SCIENCES INC$671,3880.01%5,470CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$663,8990.01%10,419CommonNONE
14149Y108CAHCARDINAL HEALTH INC$652,0520.01%3,173CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$650,9280.01%8,575CommonSOLE
00888H653SIXZAIM ETF PRODUCTS TRUST$615,2960.01%20,780CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$605,7300.01%3,740CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$579,1810.01%14,220CommonSOLE
009158106APDAIR PRODS & CHEMS INC$545,1730.01%2,207CommonNONE
91347P105OLEDUNIVERSAL DISPLAY CORP$532,6340.01%4,561CommonNONE
369550108GDGENERAL DYNAMICS CORP$531,2490.01%1,578CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$524,1260.01%26,050CommonSOLE
682189105ONON SEMICONDUCTOR CORP$519,1900.01%9,588CommonNONE
09075V102BNTXBIONTECH SE$512,1760.01%5,380CommonSOLE
82452J109FOURSHIFT4 PMTS INC$457,1620.01%7,260CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$453,5000.01%5,000CommonSOLE
518439104ELLAUDER ESTEE COS INC$448,8300.01%4,286CommonSOLE
767204100RIORIO TINTO PLC$442,0060.01%5,523CommonNONE
03831W108APPAPPLOVIN CORP$437,3090.01%649CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$432,1000.01%2,500CommonSOLE
670346105NUENUCOR CORP$430,6100.01%2,640CommonSOLE
16411R208LNGCHENIERE ENERGY INC$425,7140.01%2,190CommonSOLE
056525108BMIBADGER METER INC$421,7230.01%2,418CommonNONE
20825C104COPCONOCOPHILLIPS$418,2490.01%4,468CommonSOLE
438516106HONHONEYWELL INTL INC$415,5420.01%2,130CommonSOLE
496902404KGCKINROSS GOLD CORP$412,6120.01%14,630CommonNONE
14040H105COFCAPITAL ONE FINL CORP$390,2000.01%1,610CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$381,6620.00%2,072CommonNONE
46428Q109SLVISHARES SILVER TR$372,8630.00%5,788CommonNONE
N5505D105MICCMAGNUM ICE CREAM CO NV$368,0880.00%23,018CommonSOLE
745867101PHMPULTE GROUP INC$356,4700.00%3,040CommonSOLE
743315103PGRPROGRESSIVE CORP$352,2830.00%1,547CommonSOLE
36870W100GNTAGENENTA SCIENCE S P A$348,7350.00%234,050CommonSOLE
281020107EIXEDISON INTL$339,7130.00%5,660CommonSOLE
858119100STLDSTEEL DYNAMICS INC$327,0390.00%1,930CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$325,6420.00%1,440CommonNONE
855244109SBUXSTARBUCKS CORP$316,6290.00%3,760CommonSOLE
594972408MSTRSTRATEGY INC$315,7520.00%2,078CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$312,2420.00%700CommonSOLE
406216101HALHALLIBURTON CO$305,2080.00%10,800CommonNONE
110448107BTIBRITISH AMERN TOB PLC$292,2160.00%5,161CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$286,4240.00%460CommonSOLE
464286327SLVPISHARES INC$276,3880.00%8,065CommonNONE
00888H638FLJJAIM ETF PRODUCTS TRUST$272,5650.00%8,511CommonNONE
679295105OKTAOKTA INC$259,4100.00%3,000CommonSOLE
09260D107BXBLACKSTONE INC$254,3310.00%1,650CommonSOLE
26875P101EOGEOG RES INC$253,0740.00%2,410CommonSOLE
922908744VTVVANGUARD INDEX FDS$252,8710.00%1,324CommonNONE
00888H604OCTTAIM ETF PRODUCTS TRUST$217,5720.00%5,000CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$213,1430.00%2,780CommonSOLE
29082A107EMBJEMBRAER S.A.$208,4940.00%3,239CommonNONE
00888H109APRTAIM ETF PRODUCTS TRUST$208,1750.00%5,000CommonNONE
00888H406JULWAIM ETF PRODUCTS TRUST$195,6000.00%5,000CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$195,2720.00%1,666CommonSOLE
00888H505OCTWAIM ETF PRODUCTS TRUST$195,0000.00%5,000CommonNONE
00888H810MARTAIM ETF PRODUCTS TRUST$193,6570.00%5,000CommonNONE
653656108NICENICE LTD$192,1680.00%1,700CommonSOLE
00888H828FEBTAIM ETF PRODUCTS TRUST$190,5000.00%5,000CommonNONE
744320102PRUPRUDENTIAL FINL INC$186,2520.00%1,650CommonSOLE
00888H760MAYTAIM ETF PRODUCTS TRUST$184,6920.00%5,000CommonNONE
00888H851NVBTAIM ETF PRODUCTS TRUST$184,2580.00%5,000CommonNONE
00888H836DECTAIM ETF PRODUCTS TRUST$183,3000.00%5,000CommonNONE
00888H745JUNTAIM ETF PRODUCTS TRUST$181,6850.00%5,000CommonNONE
00888H729AUGTAIM ETF PRODUCTS TRUST$178,2070.00%5,000CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$177,4210.00%850CommonSOLE
00888H695SEPTAIM ETF PRODUCTS TRUST$175,8180.00%5,000CommonNONE
464287655IWMISHARES TR$174,5270.00%709CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$173,7120.00%1,200CommonSOLE
00888H877SIXOAIM ETF PRODUCTS TRUST$173,6500.00%5,000CommonNONE
00888H778MARWAIM ETF PRODUCTS TRUST$171,7150.00%5,000CommonNONE
00888H869SIXJAIM ETF PRODUCTS TRUST$171,4000.00%5,000CommonNONE
00888H786FEBWAIM ETF PRODUCTS TRUST$169,8150.00%5,000CommonNONE
00888H794DECWAIM ETF PRODUCTS TRUST$169,7000.00%5,000CommonNONE
00888H844NVBWAIM ETF PRODUCTS TRUST$169,1740.00%5,000CommonNONE
00888H752MAYWAIM ETF PRODUCTS TRUST$167,7280.00%5,000CommonNONE
00888H737JUNWAIM ETF PRODUCTS TRUST$166,9390.00%5,000CommonNONE
464288240ACWXISHARES TR$166,2810.00%2,477CommonNONE
00888H711AUGWAIM ETF PRODUCTS TRUST$162,6710.00%5,000CommonNONE
47215P106JDJD.COM INC$160,7490.00%5,601CommonNONE
00888H687SEPWAIM ETF PRODUCTS TRUST$159,5920.00%5,000CommonNONE
00888H679SIXFAIM ETF PRODUCTS TRUST$159,5500.00%5,000CommonNONE
74435K204PUKPRUDENTIAL PLC$158,6190.00%5,097CommonNONE
H42097107UBSUBS GROUP AG$158,1430.00%3,390CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$157,7730.00%5,000CommonNONE
464286822EWWISHARES INC$154,7450.00%2,232CommonNONE
00888H570JULUAIM ETF PRODUCTS TRUST$148,5500.00%5,000CommonNONE
008073108AVAVAEROVIRONMENT INC$145,1340.00%600CommonSOLE
209115104EDCONSOLIDATED EDISON INC$145,0070.00%1,460CommonSOLE
00888H646SIXDAIM ETF PRODUCTS TRUST$144,4510.00%5,000CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$139,4400.00%4,000CommonNONE
00888H521DECUAIM ETF PRODUCTS TRUST$136,9500.00%5,000CommonNONE
922908736VUGVANGUARD INDEX FDS$132,6980.00%272CommonNONE
89677Q107TCOMTRIP COM GROUP LTD$131,2360.00%1,825CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$129,6040.00%2,220CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$129,1220.00%797CommonNONE
577081102MATMATTEL INC$121,0240.00%6,100CommonSOLE
55024U109LITELUMENTUM HLDGS INC$110,9460.00%301CommonNONE
60770K107MRNAMODERNA INC$108,5230.00%3,680CommonSOLE
513272104LWLAMB WESTON HLDGS INC$104,7250.00%2,500CommonSOLE
00888H703JANTAIM ETF PRODUCTS TRUST$103,0880.00%2,500CommonNONE
29355A107ENPHENPHASE ENERGY INC$99,4190.00%3,102CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$92,5250.00%2,500CommonNONE
337738108FISVFISERV INC$92,2920.00%1,374CommonNONE
921910816MGKVANGUARD WORLD FD$89,1580.00%216CommonNONE
H2927K103AMRZAMRIZE LTD$88,5380.00%1,610CommonSOLE
46434G822EWJISHARES INC$81,5470.00%1,010CommonNONE
784730103SSRMSSR MINING IN$81,1750.00%3,698CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$80,3710.00%560CommonNONE
46436E361IBLCISHARES TR$67,3380.00%1,646CommonNONE
00888H307JULTAIM ETF PRODUCTS TRUST$58,7890.00%1,310CommonNONE
90138A103VNETVNET GROUP INC$49,9140.00%5,900CommonSOLE
36118L106FUTUFUTU HLDGS LTD$47,6210.00%290CommonSOLE
464286749EWLISHARES INC$45,2700.00%755CommonNONE
012653101ALBALBEMARLE CORP$42,4320.00%300CommonNONE
922908512VOEVANGUARD INDEX FDS$42,0370.00%237CommonNONE
761152107RMDRESMED INC$39,9840.00%166CommonNONE
464287523SOXXISHARES TR$38,5470.00%128CommonNONE
464288679SHVISHARES TR$38,4420.00%349CommonNONE
422704106HLHECLA MNG CO$38,3990.00%2,001CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$36,0130.00%430CommonNONE
13321L108CCJCAMECO CORP$35,5740.00%388CommonNONE
464287762IYHISHARES TR$27,6680.00%425CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$27,2530.00%124CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$26,8390.00%321CommonNONE
670100205NVONOVO-NORDISK A S$25,7450.00%506CommonNONE
516544103LNTHLANTHEUS HLDGS INC$25,6880.00%386CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$24,7500.00%4,960CommonSOLE
90138F102TWLOTWILIO INC$24,6080.00%173CommonNONE
22822V101CCICROWN CASTLE INC$22,4840.00%253CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$21,2290.00%437CommonSOLE
780287108RGLDROYAL GOLD INC$20,4510.00%92CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$20,1770.00%840CommonNONE
92556V106VTRSVIATRIS INC$20,0820.00%1,613CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$19,2650.00%68CommonNONE
65290E101NXTNEXTPOWER INC$15,6800.00%180CommonNONE
247361702DALDELTA AIR LINES INC DEL$14,8520.00%214CommonNONE
921910840MGVVANGUARD WORLD FD$12,2810.00%87CommonNONE
02156V109OKLOOKLO INC$12,2710.00%171CommonNONE
92840M102VSTVISTRA CORP$10,4860.00%65CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$10,0700.00%80CommonNONE
91913Y100VLOVALERO ENERGY CORP$9,2790.00%57CommonNONE
058498106BALLBALL CORP$8,5280.00%161CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$8,4600.00%94CommonNONE
142339100CSLCARLISLE COS INC$7,6770.00%24CommonNONE
37637K108GTLBGITLAB INC$7,5060.00%200CommonNONE
92204A405VFHVANGUARD WORLD FD$6,1410.00%46CommonNONE
46429B671MCHIISHARES TR$6,1270.00%102CommonNONE
550021109LULULULULEMON ATHLETICA INC$5,8190.00%28CommonNONE
G48833118WFRDWEATHERFORD INTL PLC$4,7740.00%61CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$4,5730.00%438CommonNONE
N2451R105CVACCUREVAC N V$4070.00%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.