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Siemens Fonds Invest GmbH

Q4 2025 · 13F-HR

Siemens Fonds Invest GmbHholdings as filed

Filed 2026-02-17 · accession 0001193125-26-053057

$1.88B
Reported value
546
Positions
2025-12-31
Period end
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The Brief · Siemens Fonds Invest GmbH · Q4 2025

AI · grounded in 13F

Siemens Fonds Invest GmbH increased its position in NFLX by 871.06%. The fund also accumulated shares of AMZN by 15.7% and GOOG by 7.5%. These additions occurred alongside significant reductions in CBOE, which was trimmed by 54%, and UNH, which was reduced by 25.8%.

Holdings as filed

First 500 of 546

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$129.0M6.88%687,859CommonSOLE
037833100AAPLAPPLE INC$120.9M6.44%442,804CommonSOLE
594918104MSFTMICROSOFT CORP$109.9M5.86%225,458CommonSOLE
023135106AMZNAMAZON COM INC$73.0M3.89%313,965CommonSOLE
02079K305GOOGLALPHABET INC$63.5M3.39%202,367CommonSOLE
02079K107GOOGALPHABET INC$53.8M2.87%170,991CommonSOLE
11135F101AVGOBROADCOM INC$47.0M2.51%134,350CommonSOLE
30303M102METAMETA PLATFORMS INC$43.0M2.29%64,583CommonSOLE
88160R101TSLATESLA INC$29.9M1.59%65,818CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$25.2M1.34%77,987CommonSOLE
532457108LLYELI LILLY & CO$21.5M1.14%19,868CommonSOLE
92826C839VVISA INC$18.4M0.98%51,911CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.1M0.91%82,414CommonSOLE
931142103WMTWALMART INC$16.7M0.89%149,086CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$16.1M0.86%88,808CommonSOLE
17275R102CSCOCISCO SYS INC$15.7M0.84%203,410CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$15.1M0.80%17,415CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.6M0.78%25,199CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13.8M0.73%27,332CommonSOLE
00287Y109ABBVABBVIE INC$13.3M0.71%57,806CommonSOLE
595112103MUMICRON TECHNOLOGY INC$13.1M0.70%44,729CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$11.7M0.63%54,550CommonSOLE
64110L106NFLXNETFLIX INC$11.5M0.61%122,587CommonSOLE
060505104BACBANK AMERICA CORP$10.3M0.55%187,038CommonSOLE
747525103QCOMQUALCOMM INC$10.2M0.54%58,605CommonSOLE
512807306LRCXLAM RESEARCH CORP$9.8M0.52%56,125CommonSOLE
68389X105ORCLORACLE CORP$9.6M0.51%48,618CommonSOLE
58933Y105MRKMERCK & CO INC$9.5M0.51%89,928CommonSOLE
617446448MSMORGAN STANLEY$9.5M0.51%53,200CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.3M0.49%64,252CommonSOLE
149123101CATCATERPILLAR INC$9.2M0.49%15,934CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$9.1M0.49%15,956CommonSOLE
949746101WMT2WELLS FARGO CO NEW$9.1M0.49%96,638CommonSOLE
437076102HDHOME DEPOT INC$9.0M0.48%26,072CommonSOLE
031162100AMGNAMGEN INC$9.0M0.48%27,369CommonSOLE
580135101MCDMCDONALDS CORP$8.9M0.48%29,000CommonSOLE
G54950103LINLINDE PLC$8.5M0.45%19,728CommonSOLE
038222105AMATAPPLIED MATLS INC$8.4M0.45%32,488CommonSOLE
882508104TXNTEXAS INSTRS INC$8.4M0.45%47,678CommonSOLE
191216100KOCOCA COLA CO$8.3M0.44%118,410CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8.3M0.44%30,566CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$8.1M0.43%9,162CommonSOLE
032095101APHAMPHENOL CORP NEW$7.9M0.42%58,254CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.9M0.42%26,023CommonSOLE
461202103INTUINTUIT$7.9M0.42%11,725CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7.8M0.42%23,492CommonSOLE
H1467J104CBCHUBB LIMITED$7.8M0.41%24,759CommonSOLE
002824100ABTABBOTT LABS$7.7M0.41%61,572CommonSOLE
65339F101NEENEXTERA ENERGY INC$7.6M0.40%94,175CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.6M0.40%20,256CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.5M0.40%12,922CommonSOLE
79466L302CRMSALESFORCE INC$7.4M0.39%27,821CommonSOLE
30231G102XOMEXXON MOBIL CORP$7.4M0.39%61,062CommonSOLE
375558103GILDGILEAD SCIENCES INC$7.4M0.39%59,922CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.3M0.39%1,350CommonSOLE
713448108PEPPEPSICO INC$7.2M0.38%49,639CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.8M0.36%26,068CommonSOLE
482480100KLACKLA CORP$6.8M0.36%5,437CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6.8M0.36%32,013CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.7M0.36%66,802CommonSOLE
254687106DISDISNEY WALT CO$6.7M0.35%57,953CommonSOLE
291011104EMREMERSON ELEC CO$6.3M0.34%46,904CommonSOLE
872540109TJXTJX COS INC NEW$6.3M0.34%40,727CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$6.2M0.33%33,224CommonSOLE
36828A101GEVGE VERNOVA INC$6.2M0.33%9,425CommonSOLE
902973304USBUS BANCORP DEL$6.2M0.33%113,420CommonSOLE
00724F101ADBEADOBE INC$6.2M0.33%17,449CommonSOLE
00206R102TAT&T INC$6.1M0.33%246,629CommonSOLE
458140100INTCINTEL CORP$6.1M0.32%163,330CommonSOLE
126650100CVSCVS HEALTH CORP$6.0M0.32%75,026CommonSOLE
G5960L103MDTMEDTRONIC PLC$6.0M0.32%61,959CommonSOLE
032654105ADIANALOG DEVICES INC$5.8M0.31%21,099CommonSOLE
872590104TMUST-MOBILE US INC$5.7M0.31%28,195CommonSOLE
743315103PGRPROGRESSIVE CORP$5.7M0.30%24,587CommonSOLE
172967424CCITIGROUP INC$5.5M0.29%46,726CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.4M0.29%11,356CommonSOLE
701094104PHPARKER-HANNIFIN CORP$5.4M0.29%6,029CommonSOLE
717081103PFEPFIZER INC$5.4M0.29%214,397CommonSOLE
09290D101BLKBLACKROCK INC$5.4M0.29%4,944CommonSOLE
244199105DEDEERE & CO$5.3M0.28%11,322CommonSOLE
040413205ANETARISTA NETWORKS INC$5.3M0.28%40,150CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.3M0.28%64,472CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.3M0.28%28,274CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M0.28%127,919CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.2M0.28%9,852CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$5.1M0.27%11,212CommonSOLE
94106L109WMWASTE MGMT INC DEL$5.1M0.27%22,763CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.0M0.27%14,117CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$5.0M0.27%52,036CommonSOLE
863667101SYKSTRYKER CORPORATION$5.0M0.27%14,066CommonSOLE
03831W108APPAPPLOVIN CORP$4.9M0.26%7,052CommonSOLE
651639106NEMNEWMONT CORP$4.9M0.26%47,624CommonSOLE
81762P102NOWSERVICENOW INC$4.8M0.25%30,975CommonSOLE
235851102DHRDANAHER CORPORATION$4.8M0.25%20,646CommonSOLE
N82405106STLASTELLANTIS N.V$4.7M0.25%495,516CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$4.7M0.25%18,645CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.6M0.24%151,855CommonSOLE
58733R102MELIMERCADOLIBRE INC$4.5M0.24%2,228CommonSOLE
95040Q104WELLWELLTOWER INC$4.5M0.24%23,782CommonSOLE
548661107LOWLOWES COS INC$4.4M0.24%18,146CommonSOLE
907818108UNPUNION PAC CORP$4.4M0.23%18,910CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.2M0.22%10,761CommonSOLE
74340W103PLDPROLOGIS INC.$4.2M0.22%32,596CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4.2M0.22%5,390CommonSOLE
N72482206QGENQIAGEN NV$4.2M0.22%107,261CommonSOLE
G29183103ETNEATON CORP PLC$4.2M0.22%12,946CommonSOLE
654106103NKENIKE INC$4.1M0.22%67,791CommonSOLE
172908105CTASCINTAS CORP$4.1M0.22%21,476CommonSOLE
12572Q105CMECME GROUP INC$4.1M0.22%14,786CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.0M0.22%74,658CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.0M0.22%12,813CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.0M0.21%13,753CommonSOLE
H2906T109GRMNGARMIN LTD$4.0M0.21%19,534CommonSOLE
09260D107BXBLACKSTONE INC$4.0M0.21%25,877CommonSOLE
58155Q103MCKMCKESSON CORP$4.0M0.21%4,787CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$4.0M0.21%15,143CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.9M0.21%8,269CommonSOLE
631103108NDAQNASDAQ INC$3.9M0.21%39,532CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.8M0.20%21,573CommonSOLE
001055102AFLAFLAC INC$3.8M0.20%34,174CommonSOLE
855244109SBUXSTARBUCKS CORP$3.7M0.20%43,909CommonSOLE
615369105MCOMOODYS CORP$3.6M0.19%7,061CommonSOLE
88579Y101MMM3M CO$3.6M0.19%22,111CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$3.5M0.19%21,798CommonSOLE
871607107SNPSSYNOPSYS INC$3.5M0.19%7,463CommonSOLE
704326107PAYXPAYCHEX INC$3.5M0.19%31,180CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.5M0.18%21,253CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.5M0.18%11,012CommonSOLE
833034101SNASNAP ON INC$3.4M0.18%9,692CommonSOLE
316773100FITBFIFTH THIRD BANCORP$3.4M0.18%71,004CommonSOLE
009066101ABNBAIRBNB INC$3.4M0.18%24,533CommonSOLE
988498101YUMYUM BRANDS INC$3.4M0.18%22,032CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.3M0.18%18,034CommonSOLE
126408103CSXCSX CORP$3.3M0.18%91,142CommonSOLE
278865100ECLECOLAB INC$3.3M0.17%12,390CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.3M0.17%119,103CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3.2M0.17%184,880CommonSOLE
125523100CITHE CIGNA GROUP$3.2M0.17%11,445CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$3.1M0.17%8,947CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.1M0.17%22,803CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.0M0.16%9,278CommonSOLE
34959E109FTNTFORTINET INC$3.0M0.16%37,668CommonSOLE
98389B100XELXCEL ENERGY INC$3.0M0.16%40,735CommonSOLE
30040W108ESEVERSOURCE ENERGY$3.0M0.16%44,572CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.9M0.16%33,879CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.8M0.15%51,081CommonSOLE
64110D104NTAPNETAPP INC$2.8M0.15%25,745CommonSOLE
285512109EAELECTRONIC ARTS INC$2.8M0.15%13,585CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.8M0.15%53,688CommonSOLE
29444U700EQIXEQUINIX INC$2.7M0.15%3,570CommonSOLE
231021106CMICUMMINS INC$2.7M0.15%5,339CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.7M0.15%27,396CommonSOLE
369604301GEGE AEROSPACE$2.7M0.15%8,744CommonSOLE
31428X106FDXFEDEX CORP$2.7M0.14%9,289CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$2.7M0.14%20,961CommonSOLE
48251W104KKRKKR & CO INC$2.7M0.14%20,746CommonSOLE
871829107SYYSYSCO CORP$2.6M0.14%35,338CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.6M0.14%22,125CommonSOLE
778296103ROSTROSS STORES INC$2.6M0.14%14,315CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.5M0.13%22,238CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2.5M0.13%9,909CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.5M0.13%11,013CommonSOLE
842587107SOSOUTHERN CO$2.5M0.13%28,167CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.4M0.13%16,597CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.4M0.13%6,302CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.4M0.13%11,164CommonSOLE
46284V101IRMIRON MTN INC DEL$2.4M0.13%28,370CommonSOLE
053611109AVYAVERY DENNISON CORP$2.4M0.13%12,841CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$2.3M0.12%9,600CommonSOLE
98978V103ZTSZOETIS INC$2.3M0.12%18,425CommonSOLE
98138H101WDAYWORKDAY INC$2.3M0.12%10,714CommonSOLE
25809K105DASHDOORDASH INC$2.3M0.12%10,082CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.3M0.12%38,092CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.2M0.12%28,683CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$2.2M0.12%95,888CommonSOLE
052769106ADSKAUTODESK INC$2.2M0.12%7,324CommonSOLE
682680103OKEONEOK INC NEW$2.2M0.11%29,189CommonSOLE
427866108HSYHERSHEY CO$2.1M0.11%11,733CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.1M0.11%23,094CommonSOLE
125896100CMSCMS ENERGY CORP$2.1M0.11%29,963CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.1M0.11%39,489CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2.1M0.11%19,678CommonSOLE
91913Y100VLOVALERO ENERGY CORP$2.1M0.11%12,636CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.1M0.11%15,868CommonSOLE
681919106OMCOMNICOM GROUP INC$2.0M0.11%25,297CommonSOLE
023608102AEEAMEREN CORP$2.0M0.11%20,075CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$2.0M0.11%22,676CommonSOLE
806857108SLBSLB LIMITED$2.0M0.11%51,855CommonSOLE
40434L105HPQHP INC$2.0M0.11%86,976CommonSOLE
166764100CVXCHEVRON CORP NEW$1.9M0.10%12,743CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.9M0.10%16,596CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.9M0.10%66,236CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.9M0.10%7,199CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.9M0.10%9,575CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.9M0.10%7,450CommonSOLE
831865209AOSSMITH A O CORP$1.8M0.10%27,011CommonSOLE
87612E106TGTTARGET CORP$1.8M0.09%18,078CommonSOLE
311900104FASTFASTENAL CO$1.8M0.09%43,089CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.8M0.09%22,122CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.7M0.09%3,524CommonSOLE
217204106CPRTCOPART INC$1.7M0.09%43,877CommonSOLE
443201108HWMHOWMET AEROSPACE INC$1.7M0.09%8,295CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$1.7M0.09%14,094CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.7M0.09%45,894CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$1.6M0.09%8,683CommonSOLE
925652109VICIVICI PPTYS INC$1.6M0.09%56,631CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.5M0.08%9,516CommonSOLE
37045V100GMGENERAL MTRS CO$1.5M0.08%18,010CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.5M0.08%14,502CommonSOLE
30161N101EXCEXELON CORP$1.5M0.08%33,505CommonSOLE
345370860FFORD MTR CO$1.4M0.08%109,223CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.4M0.08%6,298CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.4M0.07%1,061CommonSOLE
74762E102QUREQUANTA SVCS INC$1.4M0.07%3,244CommonSOLE
219350105GLWCORNING INC$1.4M0.07%15,462CommonSOLE
833445109SNOWSNOWFLAKE INC$1.4M0.07%6,147CommonSOLE
278642103EBAYEBAY INC.$1.4M0.07%15,643CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.4M0.07%13,085CommonSOLE
969457100WMBWILLIAMS COS INC$1.3M0.07%22,174CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.3M0.07%11,005CommonSOLE
337738108FISVFISERV INC$1.3M0.07%18,662CommonSOLE
693718108PCARPACCAR INC$1.2M0.07%11,031CommonSOLE
45168D104IDXXIDEXX LABS INC$1.2M0.06%1,756CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.2M0.06%13,851CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$1.2M0.06%2,046CommonSOLE
18915M107NETCLOUDFLARE INC$1.2M0.06%5,896CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.2M0.06%25,298CommonSOLE
031100100AMEAMETEK INC$1.2M0.06%5,560CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.1M0.06%6,844CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.06%3,829CommonSOLE
N00985106AERAERCAP HOLDINGS NV$1.1M0.06%7,679CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.1M0.06%6,188CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.06%10,701CommonSOLE
146869102CVNACARVANA CO$1.1M0.06%2,482CommonSOLE
92936U109WPCWP CAREY INC$1.1M0.06%16,232CommonSOLE
020002101ALLALLSTATE CORP$1.0M0.06%4,986CommonSOLE
693506107PPGPPG INDS INC$1.0M0.05%9,840CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.0M0.05%7,330CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.0M0.05%2,583CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.0M0.05%2,256CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.0M0.05%3,589CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$995,5680.05%6,147CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$974,3840.05%3,778CommonSOLE
55261F104MTBM & T BK CORP$965,4380.05%4,743CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$962,7750.05%3,315CommonSOLE
172062101CINFCINCINNATI FINL CORP$926,3590.05%5,616CommonSOLE
23804L103DDOGDATADOG INC$922,7660.05%6,712CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$910,6940.05%14,080CommonSOLE
761152107RMDRESMED INC$904,0150.05%3,719CommonSOLE
05464C101AXONAXON ENTERPRISE INC$903,9340.05%1,580CommonSOLE
89832Q109TFCTRUIST FINL CORP$899,0180.05%18,140CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$891,8920.05%3,851CommonSOLE
771049103RBLXROBLOX CORP$890,0930.05%10,880CommonSOLE
501044101KRKROGER CO$880,7170.05%14,051CommonSOLE
03073E105CORCENCORA INC$877,3030.05%2,580CommonSOLE
12504L109CBRECBRE GROUP INC$874,5250.05%5,355CommonSOLE
758849103REGREGENCY CTRS CORP$854,7660.05%12,282CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$854,1890.05%10,152CommonSOLE
958102105WDCWESTERN DIGITAL CORP$853,3630.05%4,847CommonSOLE
550021109LULULULULEMON ATHLETICA INC$850,8960.05%4,039CommonSOLE
594972408MSTRSTRATEGY INC$849,3190.05%5,458CommonSOLE
384802104GWWWW GRAINGER INC$821,9770.04%805CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$812,3840.04%9,749CommonSOLE
20825C104COPCONOCOPHILLIPS$811,2360.04%8,621CommonSOLE
816851109SRESEMPRA$810,0950.04%9,093CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$808,4210.04%875CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$805,3190.04%6,943CommonSOLE
053332102AZOAUTOZONE INC$798,7300.04%235CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$797,7280.04%33,142CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$785,9560.04%11,701CommonSOLE
665859104NTRSNORTHERN TR CORP$772,5610.04%5,593CommonSOLE
929160109VMCVULCAN MATLS CO$767,5540.04%2,657CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$763,2530.04%9,039CommonSOLE
852234103XYZBLOCK INC$757,1840.04%11,553CommonSOLE
23331A109DHID R HORTON INC$749,0430.04%5,147CommonSOLE
911363109URIUNITED RENTALS INC$741,2460.04%907CommonSOLE
929740108WABWABTEC$739,9960.04%3,415CommonSOLE
253868103DLRDIGITAL RLTY TR INC$736,2840.04%4,708CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$735,6040.04%1,165CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$729,7480.04%1,837CommonSOLE
372460105GPCGENUINE PARTS CO$726,8160.04%5,860CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$724,0190.04%5,261CommonSOLE
756109104OREALTY INCOME CORP$723,5970.04%12,688CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$723,5390.04%8,384CommonSOLE
125269100CFCF INDS HLDGS INC$723,3730.04%9,403CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$715,8240.04%18,617CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$714,5110.04%7,392CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$706,1600.04%3,599CommonSOLE
084423102WRBBERKLEY W R CORP$702,1940.04%9,918CommonSOLE
504922105LHLABCORP HOLDINGS INC$698,7260.04%2,761CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$691,4600.04%3,337CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$680,8580.04%7,905CommonSOLE
315616102FFIVF5 INC$679,8090.04%2,621CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$666,0750.04%4,181CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$662,7340.04%3,217CommonSOLE
922475108VEEVVEEVA SYS INC$655,5000.03%2,918CommonSOLE
49177J102KVUEKENVUE INC$645,5940.03%37,253CommonSOLE
59156R108METMETLIFE INC$634,9690.03%7,959CommonSOLE
09062X103BIIBBIOGEN INC$621,1040.03%3,521CommonSOLE
452327109ILMNILLUMINA INC$618,8810.03%4,662CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$613,3210.03%20,255CommonSOLE
14316J108CGCARLYLE GROUP INC$611,9430.03%10,177CommonSOLE
260003108DOVDOVER CORP$604,0200.03%3,054CommonSOLE
16411R208LNGCHENIERE ENERGY INC$598,8900.03%3,096CommonSOLE
02209S103MOALTRIA GROUP INC$595,7240.03%10,312CommonSOLE
303250104FICOFAIR ISAAC CORP$595,3010.03%341CommonSOLE
29364G103ETRENTERGY CORP NEW$586,7370.03%6,284CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$583,9800.03%12,146CommonSOLE
436440101HO1HOLOGIC INC$577,1630.03%7,743CommonSOLE
87612G101TRGPTARGA RES CORP$567,1300.03%3,055CommonSOLE
98980G102ZSZSCALER INC$565,5940.03%2,487CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$562,8100.03%6,956CommonSOLE
294429105EFXEQUIFAX INC$559,4310.03%2,534CommonSOLE
29084Q100EMEEMCOR GROUP INC$551,2490.03%893CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$548,8600.03%3,981CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$548,7490.03%3,916CommonSOLE
22822V101CCICROWN CASTLE INC$544,7570.03%6,114CommonSOLE
46266C105IQVIQVIA HLDGS INC$544,1790.03%2,390CommonSOLE
858119100STLDSTEEL DYNAMICS INC$543,3620.03%3,177CommonSOLE
670346105NUENUCOR CORP$533,7870.03%3,239CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$522,9190.03%2,628CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$522,3860.03%1,566CommonSOLE
857477103STTSTATE STR CORP$519,2750.03%3,984CommonSOLE
457669307INSMINSMED INC$513,3910.03%2,949CommonSOLE
443510607HUBBHUBBELL INC$512,2620.03%1,147CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$509,4590.03%18,098CommonSOLE
62944T105NVRNVR INC$498,2500.03%68CommonSOLE
745867101PHMPULTE GROUP INC$497,9180.03%4,215CommonSOLE
69331C108PCGPG&E CORP$497,0330.03%30,910CommonSOLE
92276F100VTRVENTAS INC$491,2360.03%6,230CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$490,9960.03%3,008CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$489,1600.03%5,558CommonSOLE
60937P106MDBMONGODB INC$481,0450.03%1,142CommonSOLE
775711104ROLROLLINS INC$476,7930.03%7,890CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$473,1000.03%1,660CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$470,5350.03%7,239CommonSOLE
98419M100XYLXYLEM INC$470,1450.03%3,417CommonSOLE
171779309CIENCIENA CORP$469,0920.03%1,968CommonSOLE
199908104FIXCOMFORT SYS USA INC$466,8360.02%493CommonSOLE
45687V106IRINGERSOLL RAND INC$456,8820.02%5,665CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$449,3600.02%1,623CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$445,1570.02%5,280CommonSOLE
143658300CCL1EURCARNIVAL CORP$445,1020.02%14,442CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$443,8180.02%16,710CommonSOLE
69370C100PTCPTC INC$442,2090.02%2,521CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$441,3160.02%1,967CommonSOLE
629377508NRGNRG ENERGY INC$437,4930.02%2,727CommonSOLE
880770102TERTERADYNE INC$437,0010.02%2,222CommonSOLE
444859102HUMHUMANA INC$435,7220.02%1,682CommonSOLE
695156109PKGPACKAGING CORP AMER$430,2650.02%2,066CommonSOLE
773121108RKLBROCKET LAB CORP$423,8270.02%6,016CommonSOLE
086516101BBYBEST BUY INC$419,0540.02%6,178CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$417,2240.02%295CommonSOLE
632307104NTRANATERA INC$414,8840.02%1,804CommonSOLE
92338C103VLTOVERALTO CORP$408,4810.02%4,030CommonSOLE
G7S00T104PNRPENTAIR PLC$403,8680.02%3,818CommonSOLE
22160N109CSGPCOSTAR GROUP INC$403,2240.02%5,942CommonSOLE
50212V100LPLALPL FINL HLDGS INC$402,9200.02%1,120CommonSOLE
35137L105FOXAFOX CORP$396,2110.02%5,376CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$392,7960.02%2,597CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$392,5310.02%6,748CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$389,6810.02%2,962CommonSOLE
H2927K103AMRZAMRIZE LTD$386,8630.02%7,039CommonSOLE
570535104MKLMARKEL GROUP INC$384,7570.02%177CommonSOLE
422806109HEIHEICO CORP NEW$384,7210.02%1,172CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$381,0960.02%2,065CommonSOLE
90384S303ULTAULTA BEAUTY INC$380,5200.02%627CommonSOLE
049468101TEAMATLASSIAN CORPORATION$379,6270.02%2,330CommonSOLE
88339J105TTDTHE TRADE DESK INC$376,3590.02%9,873CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$375,9370.02%7,465CommonSOLE
876030107TPRTAPESTRY INC$375,2480.02%2,897CommonSOLE
049560105ATOATMOS ENERGY CORP$372,7300.02%2,211CommonSOLE
336433107FSLRFIRST SOLAR INC$369,4910.02%1,398CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$366,6700.02%1,982CommonSOLE
252131107DXCMDEXCOM INC$366,0130.02%5,458CommonSOLE
G3223R108EGEVEREST GROUP LTD$364,1240.02%1,067CommonSOLE
45167R104IEXIDEX CORP$360,7110.02%2,012CommonSOLE
370334104GISGENERAL MLS INC$357,9590.02%7,670CommonSOLE
83444M101SOLVSOLVENTUM CORP$355,6700.02%4,437CommonSOLE
26875P101EOGEOG RES INC$352,5870.02%3,337CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$349,6910.02%5,932CommonSOLE
466313103JBLJABIL INC$348,9760.02%1,507CommonSOLE
G8473T100STESTERIS PLC$345,9060.02%1,354CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$344,4700.02%665CommonSOLE
256746108DLTRDOLLAR TREE INC$343,1630.02%2,767CommonSOLE
406216101HALHALLIBURTON CO$341,0820.02%11,972CommonSOLE
518439104ELLAUDER ESTEE COS INC$339,5350.02%3,208CommonSOLE
75734B100RDDTREDDIT INC$338,1390.02%1,449CommonSOLE
92840M102VSTVISTRA CORP$338,0870.02%2,079CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$336,8620.02%12,214CommonSOLE
115236101BROBROWN & BROWN INC$332,1110.02%4,140CommonSOLE
718546104PSXPHILLIPS 66$322,4750.02%2,489CommonSOLE
440452100HRLHORMEL FOODS CORP$321,5000.02%13,407CommonSOLE
281020107EIXEDISON INTL$319,9760.02%5,302CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$319,8800.02%2,220CommonSOLE
Y2573F102FLEXFLEX LTD$319,8210.02%5,186CommonSOLE
127097103CTRACOTERRA ENERGY INC$319,8090.02%12,041CommonSOLE
04626A103ALABASTERA LABS INC$317,0790.02%1,856CommonSOLE
682189105ONON SEMICONDUCTOR CORP$315,7310.02%5,821CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$314,9110.02%2,173CommonSOLE
941848103WATWATERS CORP$312,9520.02%815CommonSOLE
29476L107EQREQUITY RESIDENTIAL$312,2300.02%4,917CommonSOLE
526057104LENLENNAR CORP$308,2420.02%2,967CommonSOLE
56585A102MPCMARATHON PETE CORP$307,8180.02%1,879CommonSOLE
25746U109DDOMINION ENERGY INC$307,7620.02%5,211CommonSOLE
969904101WSMWILLIAMS SONOMA INC$306,9290.02%1,692CommonSOLE
500754106KHCKRAFT HEINZ CO$306,1080.02%12,530CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$295,2560.02%1,516CommonSOLE
90138F102TWLOTWILIO INC$294,9100.02%2,046CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$291,7600.02%588CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$290,1820.02%1,933CommonSOLE
92343E102VRSNVERISIGN INC$289,6940.02%1,178CommonSOLE
74624M102PPURE STORAGE INC$288,1750.02%4,251CommonSOLE
15135B101CNCCENTENE CORP DEL$287,7690.02%6,983CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$284,9070.02%2,901CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$283,2240.02%3,734CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$282,2080.02%616CommonSOLE
22052L104CTVACORTEVA INC$281,9430.02%4,185CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$280,6460.01%4,311CommonSOLE
460146103IPINTERNATIONAL PAPER CO$279,8580.01%7,044CommonSOLE
443573100HUBSHUBSPOT INC$279,2110.01%688CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$278,6740.01%129CommonSOLE
219948106CPAYCORPAY INC$277,9460.01%911CommonSOLE
366651107ITGARTNER INC$276,7390.01%1,087CommonSOLE
45784P101PODDINSULET CORP$276,6970.01%964CommonSOLE
37940X102GPNGLOBAL PMTS INC$273,3820.01%3,447CommonSOLE
896239100TRMBTRIMBLE INC$271,6180.01%3,414CommonSOLE
493267108KEYKEYCORP$270,9830.01%13,072CommonSOLE
093712107BEBLOOM ENERGY CORP$270,6810.01%3,102CommonSOLE
65473P105NINISOURCE INC$270,0870.01%6,423CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$269,6600.01%3,047CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$267,8020.01%915CommonSOLE
34959J108FTVFORTIVE CORP$267,6170.01%4,784CommonSOLE
540424108LLOEWS CORP$263,9880.01%2,486CommonSOLE
422806208HEI/AHEICO CORP NEW$263,9560.01%1,035CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$259,9040.01%1,240CommonSOLE
714046109RVTYREVVITY INC$257,8000.01%2,646CommonSOLE
12514G108CDWCDW CORP$257,2670.01%1,859CommonSOLE
77311W101RKTROCKET COS INC$257,0090.01%12,812CommonSOLE
453038408IMOIMPERIAL OIL LTD$250,8950.01%2,105CommonSOLE
29530P102ERIEERIE INDTY CO$249,5660.01%867CommonSOLE
380237107GDDYGODADDY INC$248,1250.01%1,968CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$247,5840.01%2,727CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$245,2750.01%1,528CommonSOLE
122017106BURLBURLINGTON STORES INC$244,5200.01%849CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$241,2730.01%5,931CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$239,1080.01%9,967CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$238,9100.01%3,517CommonSOLE
89400J107TRUTRANSUNION$238,0920.01%2,737CommonSOLE
579780206MKCMCCORMICK & CO INC$237,6940.01%3,471CommonSOLE
297178105ESSESSEX PPTY TR INC$233,0410.01%883CommonSOLE
902494103TSNTYSON FOODS INC$232,7550.01%3,933CommonSOLE
46982L108JJACOBS SOLUTIONS INC$229,5730.01%1,714CommonSOLE
216648501COOCOOPER COS INC$229,4320.01%2,782CommonSOLE
260557103DOWDOW INC$226,7070.01%9,643CommonSOLE
888787108TOSTTOAST INC$226,5220.01%6,242CommonSOLE
46187W107INVHINVITATION HOMES INC$223,8760.01%8,007CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$223,8560.01%1,600CommonSOLE
29414B104EPAMEPAM SYS INC$221,5770.01%1,074CommonSOLE
526107107LIILENNOX INTL INC$220,8180.01%447CommonSOLE
866674104SUISUN CMNTYS INC$219,6980.01%1,751CommonSOLE
45337C102INCYINCYTE CORP$217,0090.01%2,194CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$215,7320.01%2,054CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$214,6070.01%7,238CommonSOLE
759509102RSRELIANCE INC$214,5510.01%736CommonSOLE
278768106SATSECHOSTAR CORP$214,4690.01%1,964CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$213,0220.01%10,874CommonSOLE
72352L106PINSPINTEREST INC$211,9620.01%8,143CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$211,5490.01%6,086CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$208,5280.01%3,235CommonSOLE
26884L109EQTEQT CORP$208,4680.01%3,816CommonSOLE
071813109BAXBAXTER INTL INC$202,5730.01%10,496CommonSOLE
142339100CSLCARLISLE COS INC$199,7010.01%616CommonSOLE
679295105OKTAOKTA INC$198,5540.01%2,271CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$197,1520.01%3,569CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$196,2020.01%1,392CommonSOLE
058498106BALLBALL CORP$196,1890.01%3,685CommonSOLE
G0176J109ALLEALLEGION PLC$195,2900.01%1,212CommonSOLE
25754A201DPZDOMINOS PIZZA INC$194,9270.01%462CommonSOLE
668771108GENGEN DIGITAL INC$193,3180.01%7,040CommonSOLE
384109104GGGGRACO INC$191,6060.01%2,306CommonSOLE
256163106DOCUDOCUSIGN INC$191,5590.01%2,773CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$190,3950.01%1,204CommonSOLE
49446R109KIMKIMCO RLTY CORP$188,9410.01%9,280CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$187,7030.01%1,819CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$187,1090.01%4,513CommonSOLE
46222L108IONQIONQ INC$186,7230.01%4,121CommonSOLE
655663102NDSNNORDSON CORP$185,1660.01%759CommonSOLE
574599106MASMASCO CORP$185,0240.01%2,882CommonSOLE
67059N108NTNXNUTANIX INC$184,9780.01%3,560CommonSOLE
749685103RPMRPM INTL INC$184,8010.01%1,759CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$183,7610.01%20,532CommonSOLE
29362U104ENTGENTEGRIS INC$182,1360.01%2,101CommonSOLE
268150109DTDYNATRACE INC$180,8100.01%4,100CommonSOLE
00766T100ACMAECOM$176,3940.01%1,820CommonSOLE
H11356104BGBUNGE GLOBAL SA$175,0550.01%1,952CommonSOLE
79589L106IOTSAMSARA INC$174,5750.01%4,852CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$173,9520.01%705CommonSOLE
892672106TWTRADEWEB MKTS INC$171,9290.01%1,594CommonSOLE
83304A106SNAPSNAP INC$171,6810.01%21,274CommonSOLE

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.