MondegarAI
Itau Unibanco Holding S.A. (ITUB)

Q4 2025 · 13F-HR

Itau Unibanco Holding S.A. (ITUB)holdings as filed

Filed 2026-02-13 · accession 0001292814-26-000379

$4.17B
Reported value
342
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Itau Unibanco Holding S.A. (ITUB) · Q4 2025

AI · grounded in 13F

Itau Unibanco Holding S.A. (ITUB) established a new position in LTM valued at $83.27M. The fund also increased its holdings in GLD by 549.87% and PBR by 146.57%. Conversely, it closed positions in ASR and NOW, while trimming its stake in ORCL by 99.28%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$325.6M7.80%477,457CommonNONE
922908363VOOVANGUARD INDEX FDS$257.5M6.17%410,577CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$234.2M5.61%19,828,159CommonSOLE
G6683N103NUNU HLDGS LTD$210.8M5.05%12,592,559CommonNONE
059460303BBDBANCO BRADESCO S A$155.1M3.72%46,867,695CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$151.3M3.63%21,106,153CommonNONE
91912E105VALEVALE S A$132.7M3.18%10,122,584CommonNONE
151290889CXCEMEX SAB DE CV$125.4M3.01%10,857,832CommonNONE
78463V107GLDSPDR GOLD TR$112.2M2.69%283,174CommonNONE
71654V101PBR/APETROLEO BRASILEIRO SA PETRO$103.2M2.47%9,218,618CommonSOLE
78463V907GLDSPDR GOLD TRUST$92.6M2.22%3,750CALLNONE
67066G104NVDANVIDIA CORP$91.2M2.19%489,137CommonNONE
023135106AMZNAMAZON COM INC$84.9M2.03%367,628CommonNONE
51817R205LTMLATAM AIRLINES GROUP SA$83.3M2.00%1,545,674CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$80.5M1.93%963,000CommonNONE
46138E727PXHINVESCO EXCHNG TRADED FD TR$78.7M1.89%3,051,133CommonNONE
G2519Y108BAPCREDICORP LTD$77.4M1.86%267,014CommonNONE
46429B267GOVTISHARES TR$70.4M1.69%3,058,691CommonNONE
29082A107EMBJEMBRAER S A$68.5M1.64%1,064,049CommonNONE
191241108KOFCOCA COLA FEMSA S A B DE C V$64.0M1.54%672,833CommonNONE
037833100AAPLAPPLE INC$62.7M1.50%230,457CommonSOLE
46434G822EWJISHARES INC$61.6M1.48%763,060CommonNONE
58733R102MELIMERCADOLIBRE INC$58.1M1.39%28,824CommonNONE
594918104MSFTMICROSOFT CORP$57.0M1.37%117,928CommonNONE
02079K305GOOGLALPHABET INC$53.5M1.28%170,797CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$50.8M1.22%2,450,123CommonNONE
464287655IWMISHARES TR$45.9M1.10%186,377CommonNONE
88160R101TSLATESLA INC$45.8M1.10%101,871CommonSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$42.6M1.02%161,435CommonNONE
464287234EEMISHARES TR$42.2M1.01%770,835CommonNONE
40090E106CIBGRUPO CIBEST AS$41.5M1.00%651,368CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO S$41.4M0.99%409,557CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$38.5M0.92%702,341CommonNONE
30303M102METAFACEBOOK INC$37.2M0.89%56,329CommonNONE
G0896C103TBBBBBB FOODS INC$35.6M0.85%1,059,893CommonNONE
373737105GGBGERDAU SA$32.3M0.77%8,744,732CommonNONE
059520106BCHBANCO DE CHILE$31.8M0.76%835,782CommonNONE
399909100GGALGRUPO FINANCIERO GALICIA S A$30.4M0.73%564,437CommonNONE
464287200IVVISHARES TR$30.4M0.73%44,415CommonNONE
464288240ACWXISHARES TR$29.1M0.70%433,100CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGD ETF$28.5M0.68%46,330CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$27.5M0.66%191,301CommonNONE
464287614IWFISHARES TR$26.4M0.63%55,861CommonNONE
64110L106NFLXNETFLIX INC$26.4M0.63%281,297CommonNONE
464288885EFGISHARES TR$25.7M0.62%225,826CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$25.2M0.61%83,071CommonNONE
40054J109AEROGRUPO AEROMEXICO SAB DE CV$24.4M0.58%1,101,434CommonNONE
11135F101AVGOBROADCOM INC$23.1M0.55%66,839CommonNONE
G29183103ETNEATON CORP PLC$22.1M0.53%69,255CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$21.8M0.52%122,786CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$21.7M0.52%46,322CommonNONE
722304102PDDPINDUODUO INC$15.5M0.37%136,375CommonSOLE
P31076105CPACOPA HOLDINGS SA$15.3M0.37%127,532CommonNONE
92826C839VVISA INC$14.0M0.34%39,993CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$13.1M0.31%44,059CommonSOLE
464288679SHVISHARES TR$11.9M0.29%108,400CommonNONE
697660207PAMPAMPA ENERGIA S A$10.6M0.25%120,557CommonNONE
92189F601NLRVANECK VECTORS ETF TR$10.5M0.25%84,755CommonNONE
26923G806UTESETFIS SER TR I$9.7M0.23%123,400CommonNONE
464287242LQDISHARES TR$9.4M0.23%85,581CommonNONE
770700102HOODROBINHOOD MKTS INC$9.3M0.22%80,418CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$8.4M0.20%351,501CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$8.1M0.19%158,037CommonNONE
595112103MUMICRON TECHNOLOGY INC$7.8M0.19%27,410CommonNONE
86959K105SUZSUZANO S A SPON$7.7M0.19%828,449CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$7.7M0.18%53,262CommonNONE
G85158106STNESTONECO LTD$7.6M0.18%517,057CommonNONE
086516101BBYBEST BUY INC$7.2M0.17%107,349CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$6.9M0.17%151,900CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$6.6M0.16%55,666CommonNONE
46625H100JPMJPMORGAN CHASE & CO$6.6M0.16%20,560CommonNONE
464287309IVWISHARES TR$6.6M0.16%53,410CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$6.4M0.15%54,747CommonNONE
629377508NRGNRG ENERGY INC$6.3M0.15%39,782CommonNONE
58933Y105MRKMERCK & CO INC$6.2M0.15%58,694CommonNONE
773121108RKLBROCKET LAB CORP$6.2M0.15%88,000CommonNONE
22160N109CSGPCOSTAR GROUP INC$5.9M0.14%87,687CommonSOLE
92540K109VTMXVESTA REAL ESTATE CORPORATIO$5.8M0.14%190,366CommonNONE
65339F101NEENEXTERA ENERGY INC$5.5M0.13%68,204CommonNONE
969457100WMBWILLIAMS COS INC DEL$5.1M0.12%85,203CommonNONE
78409V104SPGIS&P GLOBAL INC$5.0M0.12%9,627CommonNONE
48581R205KSPIKASPI KZ JSC$4.7M0.11%59,441CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$4.6M0.11%8,107CommonNONE
78468R556XOPSPDR SER TR$4.4M0.11%34,800CommonNONE
90364P105PATHUIPATH INC$4.3M0.10%260,000CommonNONE
46140H106DBAINVESCO DB MLTI SECTR CMMTY$4.3M0.10%168,400CommonSOLE
87422Q109TLNTALEN ENERGY CORP$4.1M0.10%11,042CommonNONE
M87915274TSEMTOWER SEMICONDUCTOR LTD$4.1M0.10%34,000CommonNONE
440452100HRLHORMEL FOODS CORP$4.0M0.10%169,581CommonNONE
37954Y715BOTZGLOBAL X FDS$4.0M0.09%108,000CommonNONE
042068205ARMARM HOLDINGS PLC$3.8M0.09%34,650CommonNONE
00130H105AESAES CORP$3.7M0.09%259,061CommonNONE
911363109URIUNITED RENTALS INC$3.7M0.09%4,583CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$3.4M0.08%76,276CommonNONE
532457108LLYLILLY ELI & CO$3.2M0.08%2,961CommonNONE
N4732M103JBSJBS N.V.$3.2M0.08%220,600CommonNONE
49177J102KVUEKENVUE INC$3.1M0.07%179,600CommonNONE
464287432TLTISHARES TR$3.1M0.07%35,000CommonNONE
682143102OMEROMEROS CORP$3.1M0.07%180,000CommonNONE
00287Y109ABBVABBVIE INC$3.0M0.07%12,933CommonSOLE
36828A101GEVGE VERNOVA INC$3.0M0.07%4,517CommonNONE
651639106NEMNEWMONT MINING CORP$2.7M0.07%27,238CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$2.7M0.06%98,222CommonNONE
67079K100SMRNUSCALE PWR CORP$2.7M0.06%188,000CommonNONE
46222L108IONQIONQ INC$2.6M0.06%58,000CommonNONE
980745103WWDWOODWARD INC$2.6M0.06%8,600CommonNONE
54150E104LOMALOMA NEGRA CORP$2.4M0.06%190,920CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$2.4M0.06%29,450CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.4M0.06%8,000CommonNONE
46138E628KBWBINVESCO EXCHNG TRADED FD TR$2.2M0.05%25,584CommonNONE
191216100KOCOCA COLA CO$2.2M0.05%30,917CommonSOLE
747525103QCOMQUALCOMM INC$2.1M0.05%12,000CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$2.0M0.05%50,000CommonNONE
46090E103QQQINVESCO QQQ TR$1.9M0.04%3,010CommonNONE
05722G100BKRBAKER HUGHES A GE CO$1.8M0.04%40,052CommonSOLE
48251W104KKRKKR & CO INC$1.8M0.04%14,140CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.8M0.04%5,844CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$1.8M0.04%9,857CommonNONE
053332102AZOAUTOZONE INC$1.8M0.04%529CommonNONE
219350105GLWCORNING INC$1.8M0.04%20,000CommonNONE
902973304USBUS BANCORP DEL$1.8M0.04%33,142CommonNONE
Y95308105WVEWAVE LIFE SCIENCES LTD$1.7M0.04%102,000CommonNONE
464288224ICLNISHARES TR$1.7M0.04%102,000CommonNONE
29970N104EVEXEVE HLDG INC$1.7M0.04%420,007CommonNONE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$1.7M0.04%5,990CommonNONE
808513105SCHWSCHWAB CHARLES CORP NEW$1.7M0.04%16,564CommonNONE
20441B704ELPCCOMPANHIA PARANAENSE DE ENER$1.6M0.04%413,804CommonNONE
02079K107GOOGALPHABET INC$1.6M0.04%4,929CommonNONE
893870204TGSTRANSPORTADORA DE GAS SUR$1.5M0.04%49,035CommonNONE
N3167Y103RACEFERRARI N V$1.5M0.04%4,034CommonNONE
N07059210ASMLASML HOLDING N V$1.4M0.03%1,350CommonNONE
P5626F128IFSINTERCORP FINL SVCS INC$1.4M0.03%33,170CommonNONE
97717W422EPIWISDOMTREE TR$1.4M0.03%29,770CommonNONE
02156V109OKLOOKLO INC$1.3M0.03%18,000CommonNONE
82846H405QXOQXO INC$1.3M0.03%60,000CommonNONE
78468R663BILSPDR SER TR$1.2M0.03%13,122CommonNONE
37637K108GTLBGITLAB INC$1.2M0.03%31,000CommonNONE
458140900INTCINTEL CORP$1.2M0.03%2,000CALLNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.1M0.03%12,375CommonNONE
443510607HUBBHUBBELL INC$990,8090.02%2,231CommonNONE
682189105ONON SEMICONDUCTOR CORP$976,2860.02%18,000CommonNONE
254687106DISDISNEY WALT CO$966,7040.02%8,497CommonNONE
336433107FSLRFIRST SOLAR INC$927,3670.02%3,550CommonNONE
464287465EFAISHARES TR$913,3440.02%9,514CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$906,2330.02%4,019CommonNONE
40049J206TVGRUPO TELEVISA SA$887,4130.02%302,942CommonNONE
65290E101NXTNEXTPOWER INC$874,9330.02%10,044CommonNONE
04271T100ARRYARRAY TECHNOLOGIES INC$856,8240.02%92,931CommonNONE
464288356CMFISHARES TR$851,3850.02%14,817CommonNONE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$847,2720.02%99,679CommonNONE
464287739IYRISHARES TR$822,9460.02%8,765CommonNONE
L44385109GLOBGLOBANT S A$805,1390.02%12,111CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$745,7050.02%3,482CommonNONE
458140100INTCINTEL CORP$745,4170.02%20,201CommonSOLE
835699307SONYSONY CORP$724,4030.02%28,297CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$704,4200.02%1,994CommonNONE
478160104JNJJOHNSON & JOHNSON$663,0680.02%3,204CommonSOLE
74762E102QUREQUANTA SVCS INC$642,9950.02%1,500CommonNONE
253393102DKSDICKS SPORTING GOODS INC$636,6660.02%3,200CommonNONE
38059T106GFIGOLD FIELDS LTD NEW$636,5190.02%14,427CommonNONE
58507V107MDLNMEDLINE INC$628,8000.02%15,000CommonNONE
46090F100PDBCINVESCO ACTIVELY MANAGD ETF$604,1600.01%45,597CommonNONE
464287176TIPISHARES TR$597,5810.01%5,437CommonNONE
G38327105GPRKGEOPARK LTD$585,6050.01%79,458CommonNONE
57636Q104MAMASTERCARD INCORPORATED$581,8240.01%1,008CommonNONE
464288653TLHISHARES TR$578,7060.01%5,692CommonNONE
78463X301GMFSPDR INDEX SHS FDS$556,3000.01%4,000CommonNONE
46429B671MCHIISHARES TR$552,6440.01%9,200CommonNONE
05961W105BMABANCO MACRO SA$541,4340.01%6,030CommonNONE
456788108INFYINFOSYS LTD$541,4070.01%30,382CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$517,0300.01%900CommonNONE
44951W106IESCIES HLDGS INC$473,1400.01%1,200CommonNONE
14040H105COFCAPITAL ONE FINL CORP$463,8890.01%1,903CommonNONE
87615L107THTARGET HOSPITALITY CORP$381,0670.01%47,000CommonNONE
92537N108VRTVERTIV HOLDINGS CO$372,9470.01%2,302CommonNONE
464285204IAUISHARES GOLD TR$362,3430.01%4,464CommonNONE
81141R100SESEA LTD$296,7280.01%2,326CommonNONE
368736104GNRCGENERAC HLDGS INC$289,4370.01%2,100CommonNONE
46428Q109SLVISHARES SILVER TRUST$254,7170.01%3,954CommonNONE
896945201TRIPTRIPADVISOR INC$248,8500.01%17,000CommonNONE
767292105RIOTRIOT BLOCKCHAIN INC$243,7520.01%19,194CommonNONE
37954Y871URAGLOBAL X FDS$235,8700.01%5,520CommonNONE
77926X742METWROUNDHILL ETF TRUST$230,0550.01%12,250CommonNONE
46432F339QUALISHARES TR$209,3450.01%1,054CommonNONE
464286665EPPISHARES INC$203,5200.00%4,000CommonNONE
H42097107UBSUBS GROUP AG$181,3500.00%3,916CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$179,3110.00%2,078CommonNONE
615369105MCOMOODYS CORP$169,0910.00%331CommonNONE
235851102DHRDANAHER CORP DEL$163,6770.00%715CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$162,4630.00%2,500CommonNONE
097023105BABOEING CO$160,8860.00%741CommonNONE
N14506104ESTCELASTIC N V$140,0920.00%1,857CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$134,2000.00%5,587CommonNONE
92840M102VSTVISTRA ENERGY CORP$132,7750.00%823CommonNONE
68389X105ORCLORACLE CORP$128,6400.00%660CommonNONE
771049103RBLXROBLOX CORP$128,5950.00%1,587CommonSOLE
907818108UNPUNION PAC CORP$120,7490.00%522CommonNONE
88025T102TENBTENABLE HLDGS INC$119,0680.00%5,000CommonNONE
53115L104LBRTLIBERTY OILFIELD SVCS INC$117,8120.00%6,382CommonNONE
046353108AZNNASTRAZENECA PLC$112,7980.00%1,227CommonNONE
122017106BURLBURLINGTON STORES INC$108,0300.00%374CommonNONE
09739D100BCCBOISE CASCADE CO DEL$100,4640.00%1,365CommonNONE
29444U700EQIXEQUINIX INC$88,8750.00%116CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$84,9480.00%169CommonNONE
94106L109WMWASTE MGMT INC DEL$78,8760.00%359CommonNONE
086516901BBYBEST BUY INC$77,7770.00%2,350CALLNONE
452327109ILMNILLUMINA INC$72,9250.00%556CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$66,3810.00%86CommonNONE
75734B100RDDTREDDIT INC$66,2020.00%288CommonNONE
893641100TDGTRANSDIGM GROUP INC$65,1630.00%49CommonNONE
79466L302CRMSALESFORCE COM INC$64,9030.00%245CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$64,3190.00%111CommonNONE
60770K107MRNAMODERNA INC$64,1110.00%2,174CommonNONE
70975L107PENPENUMBRA INC$64,0470.00%206CommonNONE
110122108BMYBRISTOL MYERS SQUIBB CO$63,4870.00%1,177CommonNONE
10806X102BBIORIDGEBIO PHARMA INC COM$62,6450.00%819CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$62,5640.00%138CommonNONE
759916109RGENREPLIGEN CORP$61,9390.00%378CommonNONE
031162100AMGNAMGEN INC$61,8620.00%189CommonNONE
375558103GILDGILEAD SCIENCES INC$61,6150.00%502CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$61,2000.00%360CommonNONE
30063P105EXKEXACT SCIENCES CORP$61,1390.00%602CommonNONE
77543R102ROKUROKU INC$60,8630.00%561CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$60,3780.00%2,095CommonNONE
35137L105FOXAFOX CORP$60,2100.00%824CommonNONE
090572207BIOBIO RAD LABS INC$59,6890.00%197CommonNONE
40131M109GHGUARDANT HEALTH INC$59,6500.00%584CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$59,5020.00%69CommonNONE
09073M104TECHBIO TECHNE CORP$59,3390.00%1,009CommonNONE
09062X103BIIBBIOGEN INC$59,3090.00%337CommonNONE
278642103EBAYEBAY INC$59,2280.00%680CommonNONE
37954Y855LITGLOBAL X FDS$59,1520.00%912CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$59,1430.00%231CommonNONE
256163106DOCUDOCUSIGN INC$59,0980.00%864CommonNONE
67059N108NTNXNUTANIX INC$59,0300.00%1,142CommonNONE
714046109RVTYPERKINELMER INC$58,9210.00%609CommonNONE
941848103WATWATERS CORP$58,8740.00%155CommonNONE
717081103PFEPFIZER INC$58,7640.00%2,360CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$58,1020.00%427CommonNONE
H2906T109GRMNGARMIN LTD$57,4070.00%283CommonNONE
83304A106SNAPSNAP INC$57,3210.00%7,103CommonNONE
285512109EAELECTRONIC ARTS INC$57,2120.00%280CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$56,0690.00%141CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$55,5860.00%1,060CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$54,9670.00%375CommonNONE
91332U101UUNITY SOFTWARE INC$54,9480.00%1,244CommonNONE
172573107CRCLCIRCLE INTERNET GROUP INC$53,8450.00%679CommonNONE
16411R208LNGCHENIERE ENERGY INC$53,2620.00%274CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$52,4870.00%2,625CommonNONE
44812J104HUTHUT 8 CORP$52,0500.00%1,133CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$50,3180.00%3,368CommonNONE
36317J209GLXYGALAXY DIGITAL INC.$48,8790.00%2,186CommonNONE
G54950103LINLINDE PLC$47,3290.00%111CommonNONE
H8088L103SRADSPORTRADAR GROUP AG$45,2820.00%1,905CommonNONE
03831W108APPAPPLOVIN CORP$43,1250.00%64CommonNONE
565788106MARAMARA HOLDINGS INC$42,5020.00%4,733CommonNONE
760759100RSGREPUBLIC SVCS INC$41,1140.00%194CommonNONE
H2927K103AMRZAMRIZE LTD$40,5600.00%750CommonNONE
594972408MSTRMICROSTRATEGY INC$39,8110.00%262CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$34,1510.00%923CommonNONE
65339F901NEENEXTERA ENERGY INC$32,3460.00%200CALLNONE
743315103PGRPROGRESSIVE CORP OHIO$32,1190.00%150CommonNONE
858119100STLDSTEEL DYNAMICS INC$30,6700.00%181CommonNONE
690742101OCOWENS CORNING NEW$28,8720.00%258CommonNONE
01741R102ATIALLEGHENY TECHNOLOGIES INC$28,2310.00%246CommonNONE
437076102HDHOME DEPOT INC$28,2160.00%82CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$26,3450.00%220CommonNONE
126408103CSXCSX CORP$26,1000.00%720CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$24,4040.00%187CommonNONE
45167R104IEXIDEX CORP$23,8440.00%134CommonNONE
962166104WYWEYERHAEUSER CO$23,5720.00%995CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$23,5620.00%229CommonNONE
925652109VICIVICI PPTYS INC$23,4520.00%834CommonNONE
806407102HSICSCHEIN HENRY INC$23,2030.00%307CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$23,0980.00%80CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$22,9030.00%1,162CommonNONE
40415F101HDBHDFC BANK LTD$22,4350.00%614CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$21,9750.00%25CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$21,1060.00%476CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$20,6440.00%96CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$19,1080.00%132CommonNONE
94106B101WCNWASTE CONNECTIONS INC$18,7640.00%107CommonNONE
303250104FICOFAIR ISAAC CORP$18,5970.00%11CommonNONE
20825C104COPCONOCOPHILLIPS$18,2540.00%195CommonNONE
742718109PGPROCTER AND GAMBLE CO$18,2000.00%127CommonNONE
093712107BEBLOOM ENERGY CORP$17,9860.00%207CommonNONE
29355A107ENPHENPHASE ENERGY INC$17,3070.00%540CommonNONE
929740108WABWABTEC CORP$16,8630.00%79CommonNONE
931142103WMTWALMART INC$15,4860.00%139CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$13,5430.00%393CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$13,3590.00%64CommonNONE
297178105ESSESSEX PPTY TR INC$13,2150.00%51CommonNONE
98419M100XYLXYLEM INC$13,2090.00%97CommonNONE
00215W100ASXASE TECHNOLOGY HOLDING CO LT$12,9120.00%802CommonNONE
89346D107TACTRANSALTA CORP$12,5010.00%989CommonNONE
69349H107TXNMPNM RES INC$11,8350.00%201CommonNONE
78709Y105SAIASAIA INC$11,7550.00%36CommonNONE
101121101BXPBOSTON PROPERTIES INC$11,7420.00%174CommonNONE
30231G102XOMEXXON MOBIL CORP$11,5530.00%96CommonNONE
05464C101AXONAXON ENTERPRISE INC$11,3590.00%20CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$11,3340.00%36CommonNONE
184496107CLHCLEAN HARBORS INC$11,2550.00%48CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$10,8940.00%33CommonNONE
031100100AMEAMETEK INC NEW$10,8820.00%53CommonNONE
26884L109EQTEQT CORP$10,8270.00%202CommonNONE
553368101MPMP MATERIALS CORP$10,6090.00%210CommonNONE
00724F101ADBEADOBE SYSTEMS INCORPORATED$8,7500.00%25CommonNONE
099724106BWABORGWARNER INC$8,7420.00%194CommonNONE
008492100ADCAGREE REALTY CORP$8,7160.00%121CommonNONE
172967424CCITIGROUP INC$8,5180.00%73CommonNONE
222795502CUZCOUSINS PPTYS INC$8,3790.00%325CommonNONE
237266101DARDARLING INGREDIENTS INC$8,3160.00%231CommonNONE
428291108HXLHEXCEL CORP NEW$8,1290.00%110CommonNONE
929042109VNOVORNADO RLTY TR$8,1200.00%244CommonNONE
053774105CARAVIS BUDGET GROUP$7,9560.00%62CommonNONE
058498106BALLBALL CORP$7,7870.00%147CommonNONE
431284108HIWHIGHWOODS PPTYS INC$7,7720.00%301CommonNONE
49427F108KRCKILROY RLTY CORP$7,2870.00%195CommonNONE
74967X103RHRH$7,1660.00%40CommonNONE
009158106APDAIR PRODS & CHEMS INC$6,6700.00%27CommonNONE
29670G102WTRGESSENTIAL UTILS INC$6,5600.00%171CommonNONE
21874C102CNMCORE & MAIN INC$6,5480.00%126CommonNONE
549498202LCIDLUCID GROUP INC$6,4900.00%614CommonNONE
G4253H101JHXJAMES HARDIE INDS PLC$6,4120.00%309CommonNONE
89531P105TREXTREX CO INC$6,1390.00%175CommonNONE
00508Y102AYIACUITY BRANDS INC$6,1210.00%17CommonNONE
04247X102AWIARMSTRONG WORLD INDS INC NEW$6,1150.00%32CommonNONE
142339100CSLCARLISLE COS INC$6,0770.00%19CommonNONE
546347105LPXLOUISIANA PAC CORP$5,9760.00%74CommonNONE
574599106MASMASCO CORP$5,9650.00%94CommonNONE
88162G103TTEKTETRA TECH INC NEW$5,9030.00%176CommonNONE
89055F103BLDTOPBUILD CORP$5,8410.00%14CommonNONE
00790R104WMSADVANCED DRAIN SYS INC DEL$5,7930.00%40CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$5,6360.00%147CommonNONE
18539C105NY4BCLEARWAY ENERGY INC$5,6240.00%179CommonNONE
18539C204CWENCLEARWAY ENERGY INC$5,5540.00%167CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$4,9810.00%26CommonNONE
000360206AAONAAON INC$4,9560.00%65CommonNONE
713448108PEPPEPSICO INC$4,4490.00%31CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2,4820.00%16CommonNONE
654106103NKENIKE INC$1,7840.00%28CommonSOLE
233051440QARPDBX ETF TR$7560.00%23CommonNONE

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.