MondegarAI
MBB PUBLIC MARKETS I LLC

Q1 2025 · 13F-HR/A

MBB PUBLIC MARKETS I LLCholdings as filed

Filed 2025-05-16 · accession 0001214659-25-007923

$906.6M
Reported value
531
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 531

CUSIPTickerIssuerValue% port.SharesClassVoting
743315103PGRPROGRESSIVE CORP$99.1M10.9%350,076CommonSOLE
N00985106AERAERCAP HOLDINGS NV$52.8M5.82%516,726CommonSOLE
78464A847SPMDSPDR SER TR$48.2M5.32%942,381CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$37.2M4.10%71,033CommonSOLE
023135106AMZNAMAZON COM INC$36.1M3.98%189,478CommonSOLE
26884L109EQTEQT CORP$35.7M3.94%667,726CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$33.7M3.71%662,117CommonSOLE
H11356104BGBUNGE GLOBAL SA$33.0M3.64%431,587CommonSOLE
127097103CTRACOTERRA ENERGY INC$30.1M3.32%1,042,593CommonSOLE
78468R853SPSMSPDR SER TR$27.3M3.01%669,768CommonSOLE
878742204TECKTECK RESOURCES LTD$27.0M2.98%741,153CommonSOLE
46434G822EWJISHARES INC$26.4M2.91%384,482CommonSOLE
02079K305GOOGLALPHABET INC$24.5M2.70%158,158CommonSOLE
031162100AMGNAMGEN INC$21.8M2.41%70,017CommonSOLE
13321L108CCJCAMECO CORP$21.4M2.36%519,865CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$21.3M2.34%561,450CommonSOLE
594918104MSFTMICROSOFT CORP$19.9M2.20%53,090CommonSOLE
806857108SLBSCHLUMBERGER LTD$17.1M1.88%408,473CommonSOLE
11135F101AVGOBROADCOM INC$16.8M1.85%100,149CommonSOLE
30303M102METAMETA PLATFORMS INC$16.4M1.81%28,540CommonSOLE
464286400EWZISHARES INC$14.2M1.57%549,300CALLSOLE
N07059210ASMLASML HOLDING N V$12.4M1.36%18,675CommonSOLE
46429B598INDAISHARES TR$12.0M1.33%233,724CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10.6M1.17%61,346CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$9.4M1.04%240,000CommonSOLE
11135F101AVGOBROADCOM INC$8.4M0.92%50,000CALLSOLE
02079K305GOOGLALPHABET INC$7.7M0.85%50,000CALLSOLE
92840M102VSTVISTRA CORP$7.3M0.81%62,317CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$6.8M0.75%132,267CommonSOLE
336433107FSLRFIRST SOLAR INC$5.7M0.63%45,000CALLSOLE
443628102HBMHUDBAY MINERALS INC$4.7M0.52%621,794CommonSOLE
464286400EWZISHARES INC$2.4M0.26%91,034CommonSOLE
031162100AMGNAMGEN INC$2.0M0.22%6,500CALLSOLE
501976104KYTXKYVERNA THERAPEUTICS INC$1.2M0.13%614,477CommonSOLE
G29183103ETNEATON CORP PLC$967,7150.11%3,560CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$648,8310.07%4,246CommonSOLE
878742204TECKTECK RESOURCES LTD$404,3730.04%11,100CALLSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$383,4580.04%720CommonSOLE
40416E103HCIHCI GROUP INC$380,5360.04%2,550CommonSOLE
609207105MDLZMONDELEZ INTL INC$355,9410.04%5,246CommonSOLE
084423102WRBBERKLEY W R CORP$354,6610.04%4,984CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$351,4030.04%1,440CommonSOLE
704326107PAYXPAYCHEX INC$350,2160.04%2,270CommonSOLE
88160R101TSLATESLA INC$349,6070.04%1,349CommonSOLE
256746108DLTRDOLLAR TREE INC$347,9490.04%4,635CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$346,8910.04%2,070CommonSOLE
501044101KRKROGER CO$346,3700.04%5,117CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$344,5830.04%673CommonSOLE
756109104OREALTY INCOME CORP$344,5790.04%5,940CommonSOLE
902494103TSNTYSON FOODS INC$344,5740.04%5,400CommonSOLE
143130102KMXCARMAX INC$343,6270.04%4,410CommonSOLE
20825C104COPCONOCOPHILLIPS$343,2050.04%3,268CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$342,1600.04%3,108CommonSOLE
49177J102KVUEKENVUE INC$340,7320.04%14,209CommonSOLE
375558103GILDGILEAD SCIENCES INC$340,2960.04%3,037CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$340,1880.04%577CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$339,6860.04%1,401CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$339,6610.04%1,501CommonSOLE
832696405SJMSMUCKER J M CO$339,6000.04%2,868CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$339,5210.04%237CommonSOLE
053332102AZOAUTOZONE INC$339,3370.04%89CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$339,3010.04%6,874CommonSOLE
842587107SOSOUTHERN CO$339,2960.04%3,690CommonSOLE
12504L109CBRECBRE GROUP INC$338,7200.04%2,590CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$338,5540.04%3,520CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$337,7830.04%2,730CommonSOLE
925652109VICIVICI PPTYS INC$337,6170.04%10,350CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$337,2880.04%2,583CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$337,1850.04%3,540CommonSOLE
256677105DGDOLLAR GEN CORP NEW$337,1240.04%3,834CommonSOLE
17275R102CSCOCISCO SYS INC$336,8750.04%5,459CommonSOLE
90384S303ULTAULTA BEAUTY INC$336,8500.04%919CommonSOLE
018802108LNTALLIANT ENERGY CORP$336,6790.04%5,232CommonSOLE
418056107HASHASBRO INC$336,1660.04%5,467CommonSOLE
00206R102TAT&T INC$335,9380.04%11,879CommonSOLE
125896100CMSCMS ENERGY CORP$335,5160.04%4,467CommonSOLE
615369105MCOMOODYS CORP$335,2970.04%720CommonSOLE
191216100KOCOCA COLA CO$335,1820.04%4,680CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$334,7570.04%7,380CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$334,3300.04%8,375CommonSOLE
863667101SYKSTRYKER CORPORATION$334,2800.04%898CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$333,7100.04%1,776CommonSOLE
217204106CPRTCOPART INC$333,5410.04%5,894CommonSOLE
94106L109WMWASTE MGMT INC DEL$333,3740.04%1,440CommonSOLE
315616102FFIVF5 INC$333,3700.04%1,252CommonSOLE
92343E102VRSNVERISIGN INC$333,3310.04%1,313CommonSOLE
03073E105CORCENCORA INC$333,1520.04%1,198CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$332,9150.04%352CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$332,6580.04%2,255CommonSOLE
871829107SYYSYSCO CORP$332,4270.04%4,430CommonSOLE
002824100ABTABBOTT LABS$332,1560.04%2,504CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$332,0020.04%9,702CommonSOLE
718172109PMPHILIP MORRIS INTL INC$331,9040.04%2,091CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$331,8710.04%1,519CommonSOLE
440452100HRLHORMEL FOODS CORP$331,7700.04%10,723CommonSOLE
H2906T109GRMNGARMIN LTD$331,3400.04%1,526CommonSOLE
N07059210ASMLASML HOLDING N V$331,3150.04%500CALLSOLE
297178105ESSESSEX PPTY TR INC$331,0960.04%1,080CommonSOLE
775711104ROLROLLINS INC$331,0960.04%6,128CommonSOLE
941848103WATWATERS CORP$330,9760.04%898CommonSOLE
369550108GDGENERAL DYNAMICS CORP$330,9120.04%1,214CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$330,8540.04%3,231CommonSOLE
216648501COOCOOPER COS INC$330,6520.04%3,920CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$330,6480.04%2,400CommonSOLE
30161N101EXCEXELON CORP$330,4860.04%7,172CommonSOLE
540424108LLOEWS CORP$330,4160.04%3,595CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$330,3950.04%957CommonSOLE
278642103EBAYEBAY INC.$330,3870.04%4,878CommonSOLE
133131102CPTCAMDEN PPTY TR$330,2100.04%2,700CommonSOLE
872590104TMUST-MOBILE US INC$330,1870.04%1,238CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$330,1310.04%1,589CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$330,1300.04%8,827CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$329,9720.04%1,080CommonSOLE
95040Q104WELLWELLTOWER INC$329,8610.04%2,153CommonSOLE
02209S103MOALTRIA GROUP INC$329,6900.04%5,493CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$329,6050.04%2,741CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$329,4810.04%4,209CommonSOLE
902653104UDRUDR INC$329,2890.04%7,290CommonSOLE
760759100RSGREPUBLIC SVCS INC$329,0950.04%1,359CommonSOLE
40412C101HCAHCA HEALTHCARE INC$328,9640.04%952CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$328,9470.04%1,341CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$328,8700.04%1,105CommonSOLE
872540109TJXTJX COS INC NEW$328,8600.04%2,700CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$328,6800.04%1,800CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$328,6720.04%5,965CommonSOLE
311900104FASTFASTENAL CO$328,5020.04%4,236CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$328,4900.04%4,070CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$328,3600.04%891CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$328,2470.04%3,004CommonSOLE
69351T106PPLPPL CORP$328,1680.04%9,088CommonSOLE
92826C839VVISA INC$328,0310.04%936CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$327,9380.04%3,772CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$327,8880.04%5,603CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$327,7240.04%5,384CommonSOLE
580135101MCDMCDONALDS CORP$327,6760.04%1,049CommonSOLE
115236101BROBROWN & BROWN INC$327,6700.04%2,634CommonSOLE
30231G102XOMEXXON MOBIL CORP$327,6520.04%2,755CommonSOLE
209115104EDCONSOLIDATED EDISON INC$327,5680.04%2,962CommonSOLE
G3223R108EGEVEREST GROUP LTD$327,3600.04%901CommonSOLE
303075105FDSFACTSET RESH SYS INC$327,3410.04%720CommonSOLE
037833100AAPLAPPLE INC$326,9750.04%1,472CommonSOLE
37959E102GLGLOBE LIFE INC$326,9290.04%2,482CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$326,8420.04%936CommonSOLE
370334104GISGENERAL MLS INC$326,8120.04%5,466CommonSOLE
15135B101CNCCENTENE CORP DEL$326,6200.04%5,380CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$326,5120.04%3,870CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$326,3940.04%1,046CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$326,1680.04%2,930CommonSOLE
H1467J104CBCHUBB LIMITED$326,1490.04%1,080CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$326,0960.04%990CommonSOLE
949746101WMT2WELLS FARGO CO NEW$325,9980.04%4,541CommonSOLE
049560105ATOATMOS ENERGY CORP$325,8550.04%2,108CommonSOLE
487836108KKELLANOVA$325,8360.04%3,950CommonSOLE
46187W107INVHINVITATION HOMES INC$325,8130.04%9,349CommonSOLE
125523100CITHE CIGNA GROUP$325,3810.04%989CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$325,3610.04%6,480CommonSOLE
478160104JNJJOHNSON & JOHNSON$325,2120.04%1,961CommonSOLE
855244109SBUXSTARBUCKS CORP$325,0700.04%3,314CommonSOLE
42809H107HESHESS CORP$324,8910.04%2,034CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$324,8060.04%11,959CommonSOLE
579780206MKCMCCORMICK & CO INC$324,7950.04%3,946CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$324,5010.04%1,305CommonSOLE
548661107LOWLOWES COS INC$324,4230.04%1,391CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$324,3080.04%6,755CommonSOLE
125269100CFCF INDS HLDGS INC$324,2440.04%4,149CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$324,2370.04%2,028CommonSOLE
92939U106WECWEC ENERGY GROUP INC$324,2160.04%2,975CommonSOLE
166764100CVXCHEVRON CORP NEW$324,2080.04%1,938CommonSOLE
816851109SRESEMPRA$324,1880.04%4,543CommonSOLE
001055102AFLAFLAC INC$324,1190.04%2,915CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$324,0150.04%11,357CommonSOLE
681919106OMCOMNICOM GROUP INC$324,0120.04%3,908CommonSOLE
437076102HDHOME DEPOT INC$323,9770.04%884CommonSOLE
29530P102ERIEERIE INDTY CO$323,9260.04%773CommonSOLE
64110L106NFLXNETFLIX INC$323,5880.04%347CommonSOLE
172967424CCITIGROUP INC$323,5720.04%4,558CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$323,3910.04%590CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$323,3540.04%1,486CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$323,3420.04%2,651CommonSOLE
778296103ROSTROSS STORES INC$323,3090.04%2,530CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$323,2890.04%1,954CommonSOLE
G0403H108AONAON PLC$323,2630.04%810CommonSOLE
49446R109KIMKIMCO RLTY CORP$323,2300.04%15,218CommonSOLE
26875P101EOGEOG RES INC$323,1650.04%2,520CommonSOLE
G54950103LINLINDE PLC$323,1540.04%694CommonSOLE
58155Q103MCKMCKESSON CORP$323,0350.04%480CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$323,0030.04%1,909CommonSOLE
461202103INTUINTUIT$322,9590.04%526CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$322,9420.04%5,295CommonSOLE
30034W106EVRGEVERGY INC$322,8930.04%4,683CommonSOLE
501889208LKQLKQ CORP$322,7940.04%7,588CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$322,7650.04%26,987CommonSOLE
92276F100VTRVENTAS INC$322,7590.04%4,694CommonSOLE
45168D104IDXXIDEXX LABS INC$322,5220.04%768CommonSOLE
189054109CLXCLOROX CO DEL$322,4780.04%2,190CommonSOLE
233331107DTEDTE ENERGY CO$322,3070.04%2,331CommonSOLE
893641100TDGTRANSDIGM GROUP INC$322,3070.04%233CommonSOLE
G0250X107AMCRAMCOR PLC$322,2730.04%33,224CommonSOLE
629377508NRGNRG ENERGY INC$322,0820.04%3,374CommonSOLE
931142103WMTWALMART INC$322,0140.04%3,668CommonSOLE
45784P101PODDINSULET CORP$321,9600.04%1,226CommonSOLE
03743Q108APAAPA CORPORATION$321,9420.04%15,316CommonSOLE
071813109BAXBAXTER INTL INC$321,8990.04%9,404CommonSOLE
22052L104CTVACORTEVA INC$321,8870.04%5,115CommonSOLE
075887109BDXBECTON DICKINSON & CO$321,8290.04%1,405CommonSOLE
30040W108ESEVERSOURCE ENERGY$321,7920.04%5,181CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$321,7020.04%2,262CommonSOLE
65473P105NINISOURCE INC$321,6820.04%8,024CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$321,6500.04%8,878CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$321,6290.04%2,166CommonSOLE
29364G103ETRENTERGY CORP NEW$321,6130.04%3,762CommonSOLE
219948106CPAYCORPAY INC$321,5200.04%922CommonSOLE
98419M100XYLXYLEM INC$321,4670.04%2,691CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$321,3440.04%1,751CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$321,2620.04%3,113CommonSOLE
20030N101CMCSACOMCAST CORP NEW$321,2140.04%8,705CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$321,2050.04%2,838CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$321,0520.04%950CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$320,8810.04%29,905CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$320,7680.04%1,789CommonSOLE
98389B100XELXCEL ENERGY INC$320,6080.04%4,529CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$320,5260.04%1,212CommonSOLE
15677J108DAYDAYFORCE INC$320,5230.04%5,495CommonSOLE
036752103ELVELEVANCE HEALTH INC$320,1310.04%736CommonSOLE
668771108GENGEN DIGITAL INC$320,0720.04%12,060CommonSOLE
172908105CTASCINTAS CORP$320,0100.04%1,557CommonSOLE
023608102AEEAMEREN CORP$319,9750.04%3,187CommonSOLE
436440101HO1HOLOGIC INC$319,9690.04%5,180CommonSOLE
87612G101TRGPTARGA RES CORP$319,9500.04%1,596CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$319,7480.04%1,350CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$319,7260.04%1,819CommonSOLE
438516106HONHONEYWELL INTL INC$319,5310.04%1,509CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$319,5270.04%1,566CommonSOLE
651639106NEMNEWMONT CORP$319,5170.04%6,618CommonSOLE
278865100ECLECOLAB INC$319,4350.04%1,260CommonSOLE
34959E109FTNTFORTINET INC$319,3910.04%3,318CommonSOLE
747525103QCOMQUALCOMM INC$319,2020.04%2,078CommonSOLE
G8473T100STESTERIS PLC$319,1230.04%1,408CommonSOLE
37940X102GPNGLOBAL PMTS INC$318,9250.04%3,257CommonSOLE
907818108UNPUNION PAC CORP$318,9240.04%1,350CommonSOLE
058498106BALLBALL CORP$318,8250.04%6,123CommonSOLE
969457100WMBWILLIAMS COS INC$318,8200.04%5,335CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$318,6840.04%2,154CommonSOLE
009158106APDAIR PRODS & CHEMS INC$318,5140.04%1,080CommonSOLE
744320102PRUPRUDENTIAL FINL INC$318,5110.04%2,852CommonSOLE
45337C102INCYINCYTE CORP$318,4930.04%5,260CommonSOLE
172062101CINFCINCINNATI FINL CORP$318,4840.04%2,156CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$318,4670.04%1,472CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$318,4360.04%4,264CommonSOLE
281020107EIXEDISON INTL$318,2270.04%5,401CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$318,1450.04%1,063CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$318,1110.04%3,252CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$318,0100.04%4,157CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$317,9630.04%642CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$317,9090.04%28,461CommonSOLE
69331C108PCGPG&E CORP$317,7780.04%18,497CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$317,6940.04%1,444CommonSOLE
695156109PKGPACKAGING CORP AMER$317,6240.04%1,604CommonSOLE
988498101YUMYUM BRANDS INC$317,5520.04%2,018CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$317,5390.04%638CommonSOLE
513272104LWLAMB WESTON HLDGS INC$317,4020.04%5,955CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$317,3110.03%21,140CommonSOLE
12572Q105CMECME GROUP INC$317,0220.03%1,195CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$316,8580.03%545CommonSOLE
337738108FISVFISERV INC$316,6700.03%1,434CommonSOLE
23918K108DVADAVITA INC$316,6480.03%2,070CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$316,4340.03%2,345CommonSOLE
89832Q109TFCTRUIST FINL CORP$316,3610.03%7,688CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$316,2740.03%3,771CommonSOLE
22822V101CCICROWN CASTLE INC$316,2340.03%3,034CommonSOLE
22160N109CSGPCOSTAR GROUP INC$316,2070.03%3,991CommonSOLE
00130H105AESAES CORP$316,0520.03%25,447CommonSOLE
65339F101NEENEXTERA ENERGY INC$316,0280.03%4,458CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$315,9560.03%3,372CommonSOLE
126650100CVSCVS HEALTH CORP$315,7830.03%4,661CommonSOLE
29476L107EQREQUITY RESIDENTIAL$315,6680.03%4,410CommonSOLE
500754106KHCKRAFT HEINZ CO$315,5900.03%10,371CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$315,5530.03%3,128CommonSOLE
427866108HSYHERSHEY CO$315,3790.03%1,844CommonSOLE
59156R108METMETLIFE INC$315,2190.03%3,926CommonSOLE
92338C103VLTOVERALTO CORP$315,1530.03%3,234CommonSOLE
444859102HUMHUMANA INC$315,1390.03%1,191CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$315,1120.03%1,846CommonSOLE
758849103REGREGENCY CTRS CORP$315,1030.03%4,272CommonSOLE
74340W103PLDPROLOGIS INC.$314,9120.03%2,817CommonSOLE
380237107GDDYGODADDY INC$314,8850.03%1,748CommonSOLE
254687106DISDISNEY WALT CO$314,7540.03%3,189CommonSOLE
682680103OKEONEOK INC NEW$314,7260.03%3,172CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$314,5010.03%892CommonSOLE
00287Y109ABBVABBVIE INC$314,4900.03%1,501CommonSOLE
29355A107ENPHENPHASE ENERGY INC$314,2830.03%5,065CommonSOLE
983134107WYNNWYNN RESORTS LTD$314,1270.03%3,762CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$313,9840.03%1,515CommonSOLE
911363109URIUNITED RENTALS INC$313,9770.03%501CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$313,8920.03%3,814CommonSOLE
857477103STTSTATE STR CORP$313,7130.03%3,504CommonSOLE
303250104FICOFAIR ISAAC CORP$313,5070.03%170CommonSOLE
78409V104SPGIS&P GLOBAL INC$313,4980.03%617CommonSOLE
354613101BENFRANKLIN RESOURCES INC$313,4670.03%16,284CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$313,4320.03%1,817CommonSOLE
G0176J109ALLEALLEGION PLC$313,3650.03%2,402CommonSOLE
09290D101BLKBLACKROCK INC$313,2850.03%331CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$313,2700.03%68CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$313,2590.03%4,322CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$313,0660.03%9,323CommonSOLE
504922105LHLABCORP HOLDINGS INC$313,0350.03%1,345CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$313,0320.03%6,947CommonSOLE
460146103IPINTERNATIONAL PAPER CO$312,9510.03%5,866CommonSOLE
25754A201DPZDOMINOS PIZZA INC$312,8850.03%681CommonSOLE
98978V103ZTSZOETIS INC$312,8350.03%1,900CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$312,7940.03%1,107CommonSOLE
91913Y100VLOVALERO ENERGY CORP$312,7420.03%2,368CommonSOLE
G7S00T104PNRPENTAIR PLC$312,7410.03%3,575CommonSOLE
48251W104KKRKKR & CO INC$312,7250.03%2,705CommonSOLE
G5960L103MDTMEDTRONIC PLC$312,7130.03%3,480CommonSOLE
086516101BBYBEST BUY INC$312,6220.03%4,247CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$312,4930.03%1,260CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$312,4410.03%7,109CommonSOLE
833034101SNASNAP ON INC$312,4080.03%927CommonSOLE
025816109AXPAMERICAN EXPRESS CO$312,3670.03%1,161CommonSOLE
75513E101RTXRTX CORPORATION$312,3410.03%2,358CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$312,3120.03%10,010CommonSOLE
902973304USBUS BANCORP DEL$312,3010.03%7,397CommonSOLE
493267108KEYKEYCORP$312,1890.03%19,524CommonSOLE
285512109EAELECTRONIC ARTS INC$312,1630.03%2,160CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$312,1590.03%713CommonSOLE
87612E106TGTTARGET CORP$312,1410.03%2,991CommonSOLE
244199105DEDEERE & CO$312,1180.03%665CommonSOLE
714046109RVTYREVVITY INC$312,1100.03%2,950CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$312,0630.03%1,227CommonSOLE
020002101ALLALLSTATE CORP$312,0540.03%1,507CommonSOLE
751212101RLRALPH LAUREN CORP$311,9060.03%1,413CommonSOLE
62944T105NVRNVR INC$311,5090.03%43CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$311,4170.03%1,391CommonSOLE
205887102CAGCONAGRA BRANDS INC$311,3720.03%11,675CommonSOLE
31428X106FDXFEDEX CORP$311,3070.03%1,277CommonSOLE
126408103CSXCSX CORP$311,1340.03%10,572CommonSOLE
04621X108AIZASSURANT INC$311,0590.03%1,483CommonSOLE
291011104EMREMERSON ELEC CO$311,0490.03%2,837CommonSOLE
858119100STLDSTEEL DYNAMICS INC$310,9490.03%2,486CommonSOLE
46982L108JJACOBS SOLUTIONS INC$310,9290.03%2,572CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$310,8910.03%3,862CommonSOLE
73278L105POOLPOOL CORP$310,7100.03%976CommonSOLE
532457108LLYELI LILLY & CO$310,5420.03%376CommonSOLE
36162J106GEOGEO GROUP INC NEW$310,4730.03%10,629CommonSOLE
03076C106AMPAMERIPRISE FINL INC$310,3150.03%641CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$310,2450.03%3,377CommonSOLE
443201108HWMHOWMET AEROSPACE INC$310,1840.03%2,391CommonSOLE
46284V101IRMIRON MTN INC DEL$310,0880.03%3,604CommonSOLE
G87052109TELTE CONNECTIVITY PLC$310,0560.03%2,194CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$309,9870.03%10,587CommonSOLE
101121101BXPBXP INC$309,8800.03%4,612CommonSOLE
031100100AMEAMETEK INC$309,8520.03%1,800CommonSOLE
45167R104IEXIDEX CORP$309,8210.03%1,712CommonSOLE
45687V106IRINGERSOLL RAND INC$309,7960.03%3,871CommonSOLE
032654105ADIANALOG DEVICES INC$309,7650.03%1,536CommonSOLE
83444M101SOLVSOLVENTUM CORP$309,6350.03%4,072CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$309,5690.03%1,479CommonSOLE
00724F101ADBEADOBE INC$309,5090.03%807CommonSOLE
701094104PHPARKER-HANNIFIN CORP$309,3960.03%509CommonSOLE
369604301GEGE AEROSPACE$309,2320.03%1,545CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$309,2140.03%2,226CommonSOLE
235851102DHRDANAHER CORPORATION$309,1400.03%1,508CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$309,0530.03%1,440CommonSOLE
149123101CATCATERPILLAR INC$309,0230.03%937CommonSOLE
693506107PPGPPG INDS INC$308,9140.03%2,825CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$308,7460.03%5,832CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$308,6960.03%14,206CommonSOLE
56585A102MPCMARATHON PETE CORP$308,5710.03%2,118CommonSOLE
052769106ADSKAUTODESK INC$308,4000.03%1,178CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$308,2180.03%261CommonSOLE
806407102HSICHENRY SCHEIN INC$308,2050.03%4,500CommonSOLE
336433107FSLRFIRST SOLAR INC$307,9830.03%2,436CommonSOLE
713448108PEPPEPSICO INC$307,8270.03%2,053CommonSOLE
29414B104EPAMEPAM SYS INC$307,7950.03%1,823CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$307,4690.03%4,220CommonSOLE
443510607HUBBHUBBELL INC$307,4150.03%929CommonSOLE
518439104ELLAUDER ESTEE COS INC$307,3620.03%4,657CommonSOLE
81762P102NOWSERVICENOW INC$307,3100.03%386CommonSOLE
G491BT108IVZINVESCO LTD$307,2080.03%20,251CommonSOLE
345370860FFORD MTR CO$307,1690.03%30,625CommonSOLE
631103108NDAQNASDAQ INC$307,0810.03%4,048CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$307,0250.03%3,956CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$307,0150.03%562CommonSOLE
608190104MHKMOHAWK INDS INC$306,9160.03%2,688CommonSOLE
742718109PGPROCTER AND GAMBLE CO$306,7560.03%1,800CommonSOLE
406216101HALHALLIBURTON CO$306,7490.03%12,091CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$306,7220.03%2,622CommonSOLE
115637209BF/BBROWN FORMAN CORP$306,7160.03%9,037CommonSOLE
876030107TPRTAPESTRY INC$306,7060.03%4,356CommonSOLE
466313103JBLJABIL INC$306,7020.03%2,254CommonSOLE
717081103PFEPFIZER INC$306,5630.03%12,098CommonSOLE
55354G100MSCIMSCI INC$306,5010.03%542CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$306,4210.03%3,825CommonSOLE
25746U109DDOMINION ENERGY INC$306,2540.03%5,462CommonSOLE
384802104GWWGRAINGER W W INC$306,2270.03%310CommonSOLE
571903202MARMARRIOTT INTL INC NEW$306,0870.03%1,285CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$306,0730.03%231CommonSOLE
260003108DOVDOVER CORP$306,0350.03%1,742CommonSOLE
40434L105HPQHP INC$305,9470.03%11,049CommonSOLE
69370C100PTCPTC INC$305,8710.03%1,974CommonSOLE
693718108PCARPACCAR INC$305,8390.03%3,141CommonSOLE
665859104NTRSNORTHERN TR CORP$305,8150.03%3,100CommonSOLE
09073M104TECHBIO-TECHNE CORP$305,8140.03%5,216CommonSOLE
337932107FEFIRSTENERGY CORP$305,5750.03%7,560CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$305,2500.03%906CommonSOLE
718546104PSXPHILLIPS 66$305,1190.03%2,471CommonSOLE
88579Y101MMM3M CO$304,7340.03%2,075CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$304,4900.03%525CommonSOLE
929160109VMCVULCAN MATLS CO$304,4560.03%1,305CommonSOLE
372460105GPCGENUINE PARTS CO$304,4030.03%2,555CommonSOLE
231021106CMICUMMINS INC$304,3500.03%971CommonSOLE
366651107ITGARTNER INC$304,3120.03%725CommonSOLE
009066101ABNBAIRBNB INC$304,2650.03%2,547CommonSOLE
277432100EMNEASTMAN CHEM CO$304,2440.03%3,453CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$304,1720.03%4,073CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$304,0340.03%611CommonSOLE
61945C103MOSMOSAIC CO NEW$303,8080.03%11,248CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$303,4970.03%626CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$303,2620.03%1,826CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$303,1860.03%2,951CommonSOLE
882508104TXNTEXAS INSTRS INC$303,1540.03%1,687CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$302,9960.03%3,590CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$302,9070.03%3,940CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$302,3050.03%1,170CommonSOLE
761152107RMDRESMED INC$302,1980.03%1,350CommonSOLE
79466L302CRMSALESFORCE INC$302,1730.03%1,126CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$302,0870.03%14,940CommonSOLE
G3265R107APTVAPTIV PLC$301,9620.03%5,075CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$301,8930.03%476CommonSOLE
260557103DOWDOW INC$301,3950.03%8,631CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$301,3800.03%1,467CommonSOLE
097023105BABOEING CO$301,3620.03%1,767CommonSOLE
253868103DLRDIGITAL RLTY TR INC$301,3390.03%2,103CommonSOLE
294429105EFXEQUIFAX INC$301,2840.03%1,237CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$301,2420.03%4,279CommonSOLE
482480100KLACKLA CORP$301,1510.03%443CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$300,7310.03%2,407CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$300,6300.03%15,856CommonSOLE
871607107SNPSSYNOPSYS INC$300,6240.03%701CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$300,5970.03%7,337CommonSOLE
458140100INTCINTEL CORP$300,5900.03%13,236CommonSOLE
929740108WABWABTEC$300,1340.03%1,655CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$300,1280.03%3,533CommonSOLE
617446448MSMORGAN STANLEY$300,0750.03%2,572CommonSOLE
25809K105DASHDOORDASH INC$299,9260.03%1,641CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$299,6530.03%8,280CommonSOLE
55261F104MTBM & T BK CORP$299,5850.03%1,676CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$299,3270.03%19,399CommonSOLE
64110D104NTAPNETAPP INC$299,2710.03%3,407CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$299,2140.03%2,185CommonSOLE
060505104BACBANK AMERICA CORP$299,0370.03%7,166CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$299,0070.03%21,042CommonSOLE
053611109AVYAVERY DENNISON CORP$298,9900.03%1,680CommonSOLE
574599106MASMASCO CORP$298,9520.03%4,299CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$298,8680.03%2,673CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$298,8160.03%1,881CommonSOLE
969904101WSMWILLIAMS SONOMA INC$298,8090.03%1,890CommonSOLE
368736104GNRCGENERAC HLDGS INC$298,3870.03%2,356CommonSOLE
655663102NDSNNORDSON CORP$298,3440.03%1,479CommonSOLE
316773100FITBFIFTH THIRD BANCORP$297,9200.03%7,600CommonSOLE
883203101TXTTEXTRON INC$297,8870.03%4,123CommonSOLE
526057104LENLENNAR CORP$297,7390.03%2,594CommonSOLE
831865209AOSSMITH A O CORP$297,5190.03%4,552CommonSOLE
512807306LRCXLAM RESEARCH CORP$297,4880.03%4,092CommonSOLE
98138H101WDAYWORKDAY INC$297,0500.03%1,272CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$296,9730.03%2,700CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$296,6800.03%3,207CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$296,5280.03%1,764CommonSOLE
219350105GLWCORNING INC$296,3800.03%6,474CommonSOLE
34959J108FTVFORTIVE CORP$296,3790.03%4,050CommonSOLE
682189105ONON SEMICONDUCTOR CORP$296,3450.03%7,283CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$296,2940.03%4,291CommonSOLE
745867101PHMPULTE GROUP INC$296,0640.03%2,880CommonSOLE
74762E102QUREQUANTA SVCS INC$295,6110.03%1,163CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$295,3810.03%4,659CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$295,3590.03%4,570CommonSOLE
09260D107BXBLACKSTONE INC$295,3550.03%2,113CommonSOLE
012653101ALBALBEMARLE CORP$295,0660.03%4,097CommonSOLE
880770102TERTERADYNE INC$295,0470.03%3,572CommonSOLE
670346105NUENUCOR CORP$294,7130.03%2,449CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$294,5980.03%1,967CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$294,3810.03%6,081CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$294,3430.03%4,511CommonSOLE
09062X103BIIBBIOGEN INC$294,2060.03%2,150CommonSOLE
05464C101AXONAXON ENTERPRISE INC$294,0060.03%559CommonSOLE
03662Q105AKXANSYS INC$293,7680.03%928CommonSOLE
12514G108CDWCDW CORP$293,7570.03%1,833CommonSOLE
032095101APHAMPHENOL CORP NEW$293,5810.03%4,476CommonSOLE
29444U700EQIXEQUINIX INC$293,5260.03%360CommonSOLE
247361702DALDELTA AIR LINES INC DEL$293,2100.03%6,725CommonSOLE
040413205ANETARISTA NETWORKS INC$293,0290.03%3,782CommonSOLE
92556V106VTRSVIATRIS INC$292,8300.03%33,620CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$292,4020.03%1,285CommonSOLE
37045V100GMGENERAL MTRS CO$292,2910.03%6,215CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$292,1480.03%654CommonSOLE
46266C105IQVIQVIA HLDGS INC$291,7760.03%1,655CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$291,6590.03%610CommonSOLE
36828A101GEVGE VERNOVA INC$290,9320.03%953CommonSOLE
23331A109DHID R HORTON INC$290,2380.03%2,283CommonSOLE

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.