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Core Alternative Capital

Q3 2024 · 13F-HR

Core Alternative Capitalholdings as filed

Filed 2024-11-14 · accession 0001376474-24-000682

$517.3M
Reported value
362
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$32.7M6.33%140,541CommonNONE
594918104MSFTMICROSOFT CORP$29.6M5.72%68,810CommonNONE
46625H100JPMJPMORGAN CHASE &CO. COM$17.2M3.32%81,393CommonNONE
02079K107GOOGALPHABET INC CAP STK CL C$16.7M3.23%99,883CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$14.0M2.71%23,965CommonNONE
532457108LLYELI LILLY &CO COM$14.0M2.71%15,814CommonNONE
931142103WMTWALMART INC COM$11.0M2.12%135,715CommonNONE
001055102AFLAFLAC INC COM USD0.10$10.2M1.98%91,382CommonNONE
842587107SOSOUTHERN CO$10.0M1.94%111,423CommonNONE
315994103CASH$10.0M1.92%9,954,869CommonNONE
478160104JNJJOHNSON &JOHNSON COM USD1.00$9.8M1.89%60,171CommonNONE
65339F101NEENEXTERA ENERGY INC COM USD0.01$9.7M1.87%114,222CommonNONE
30231G102XOMEXXON MOBIL CORP COM$9.6M1.86%82,229CommonNONE
742718109PGPROCTER AND GAMBLE CO COM$9.5M1.83%54,700CommonNONE
94106L109WMWASTE MANAGEMENT INC$9.4M1.82%45,287CommonNONE
539830109LMTLOCKHEED MARTIN CORP COM USD1.00$9.3M1.79%15,828CommonNONE
580135101MCDMCDONALD S CORP$9.2M1.78%30,222CommonNONE
337738108FISVFISERV INC COM STK USD0.01$8.6M1.67%48,102CommonNONE
H1467J104CBCHUBB LIMITED COM NPV ISIN #CH0044328745$8.5M1.65%29,517CommonNONE
58933Y105MRKMERCK &CO. INC COM$8.3M1.61%73,447CommonNONE
713448108PEPPEPSICO INC$8.1M1.56%47,497CommonNONE
02079K305GOOGLALPHABET INC CAP STK CL A$8.0M1.54%48,142CommonSOLE
G1151C101ACNACCENTURE PLC$8.0M1.54%22,582CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B$7.8M1.50%16,882CommonNONE
617446448MSMORGAN STANLEY COM USD0.01$7.3M1.42%70,449CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTION INC COM USD0.01$7.3M1.41%34,020CommonNONE
23331A109DHIDR HORTON INC COM STK USD0.01$7.3M1.41%38,303CommonNONE
756109104OREALTY INCOME CORP COM$7.3M1.41%115,051CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS INC$7.3M1.40%24,469CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.2M1.40%43,985CommonNONE
655844108NSCNORFOLK SOUTHN CORP COM$7.2M1.39%28,977CommonNONE
166764100CVXCHEVRON CORP NEW COM$7.1M1.37%48,226CommonNONE
12572Q105CMECME GROUP INC COM$6.9M1.34%31,301CommonNONE
303075105FDSFACTSET RESEARCH SYSTEMS INC$6.9M1.33%14,911CommonNONE
704326107PAYXPAYCHEX INC COM USD0.01$6.8M1.32%51,037CommonSOLE
872540109TJXTJX COMPANIES INC$6.5M1.25%54,959CommonNONE
25243Q205DEODIAGEO ADR REP 4 ORD$6.1M1.18%43,413CommonNONE
372460105GPCGENUINE PARTS CO COM USD1.00$6.1M1.17%43,487CommonNONE
92826C839VVISA INC$5.5M1.06%19,872CommonNONE
09260D107BXBLACKSTONE INC$5.4M1.05%35,341CommonNONE
87612E106TGTTARGET CORP$5.3M1.02%33,860CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.2M1.01%116,536CommonNONE
824348106SHWSHERWIN-WILLIAMS CO$5.2M1.00%13,526CommonNONE
64110D104NTAPNETAPP INC$5.1M0.98%41,220CommonNONE
697435105PANWPALO ALTO NETWORKS INC COM USD0.0001$4.7M0.91%13,739CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$4.7M0.91%19,505CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$4.2M0.82%17,811CommonNONE
452308109ITWILLINOIS TOOL WORKS INC COM USD0.01$4.0M0.76%15,074CommonNONE
17275R102CSCOCISCO SYSTEMS INC$3.9M0.76%73,851CommonNONE
G87052109TELTE CONNECTIVITY PLC COM USD0.01$3.9M0.75%25,656CommonNONE
651639106NEMNEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2$3.8M0.74%71,282CommonNONE
G5960L103MDTMEDTRONIC PLC$3.7M0.71%40,706CommonNONE
459200101IBMINTERNATIONAL BUS MACH CORP COM USD0.20$3.6M0.69%16,235CommonNONE
031162100AMGNAMGEN INC$3.5M0.68%10,934CommonSOLE
61945C103MOSMOSAIC CO NEW COM$3.5M0.68%131,549CommonNONE
291011104EMREMERSON ELECTRIC CO$3.3M0.64%30,462CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUITIES COM USD0.01$3.2M0.63%27,346CommonNONE
256677105DGDOLLAR GEN CORP NEW COM$3.2M0.62%38,009CommonNONE
855244109SBUXSTARBUCKS CORP COM USD0.001$2.8M0.55%29,172CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.7M0.51%4,304CommonNONE
11135F101AVGOBROADCOM INC COM$2.2M0.43%12,980CommonNONE
G29183103ETNEATON CORPORATION PLC$2.1M0.40%6,285CommonNONE
FDIC33309FDIC BANK DEPOSIT SWEEP NOT COVERED BY SIPC$2.1M0.40%2,074,730CommonNONE
127097103CTRACOTERRA ENERGY INC COM$2.0M0.39%84,258CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.5M0.30%5,250CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR FINANCIAL$1.5M0.29%33,626CommonNONE
191216100KOCOCA-COLA CO$1.3M0.26%18,609CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A COMMON STOCK$1.3M0.26%2,314CommonNONE
512807108LRCXEURLAM RESEARCH CORP COM USD0.001$1.0M0.20%1,260CommonNONE
907818108UNPUNION PAC CORP COM$930,2160.18%3,774CommonNONE
609207105MDLZMONDELEZ INTL INC COM NPV$829,5980.16%11,261CommonNONE
09247X101BLKCHFBLACKROCK INC COM USD0.01$806,1340.16%849CommonNONE
67066G104NVDANVIDIA CORPORATION COM$801,2610.15%6,598CommonNONE
00287Y109ABBVABBVIE INC COM USD0.01$777,4790.15%3,937CommonNONE
88579Y101MMM3M CO$739,8200.14%5,412CommonNONE
56501R106MFCMANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519$713,7510.14%24,154CommonNONE
09857L108BKNGBOOKING HOLDINGS INC COM$699,2120.14%166CommonNONE
56585A102MPCMARATHON PETROLEUM CORP COM USD0.01$676,2390.13%4,151CommonNONE
235851102DHRDANAHER CORPORATION COM$673,4200.13%2,422CommonNONE
03073E105CORCENCORA INC COM$649,5810.13%2,886CommonNONE
949746101WMT2WELLS FARGO CO NEW COM$644,0370.12%11,401CommonNONE
548661107LOWLOWES COMPANIES INC COM USD0.50$622,9550.12%2,300CommonNONE
316067107FDRXXFIDELITY GOVERNMENT CASH RESERVES$604,1480.12%604,148CommonNONE
384802104GWWGRAINGER W W INC COM USD0.50$601,4710.12%579CommonNONE
437076102HDHOME DEPOT INC$601,3170.12%1,484CommonNONE
023135106AMZNAMAZON.COM INC$570,5420.11%3,062CommonNONE
89151E109TTENTOTAL ENERGIES SE$564,2620.11%8,732CommonNONE
68389X105ORCLORACLE CORP$558,2300.11%3,276CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM USD0.01$523,2040.10%3,257CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$515,6770.10%894CommonNONE
149123101CATCATERPILLAR INC COM$487,7270.09%1,247CommonNONE
150870103CECELANESE CORP DEL COM$485,9210.09%3,574CommonNONE
571748102MRSHMARSH &MCLENNAN COMPANIES INC COM USD1.00$458,6730.09%2,056CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND$418,3730.08%2,088CommonNONE
911312106UPSUNITED PARCEL SERVICE INC CL B$410,3830.08%3,010CommonNONE
75513E101RTXRTX CORPORATION COM USD1.00$395,2240.08%3,262CommonNONE
867224107SUSUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2$365,1760.07%9,891CommonNONE
871829107SYYSYSCO CORP$326,0570.06%4,177CommonNONE
654106103NKENIKE INC CLASS B COM NPV$321,7760.06%3,640CommonNONE
097023105BABOEING CO$316,0910.06%2,079CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01$312,1930.06%4,045CommonNONE
285512109EAELECTRONIC ARTS INC$272,3930.05%1,899CommonNONE
717081103PFEPFIZER INC$230,0150.04%7,948CommonNONE
89417E109TRVTRAVELERS COMPANIES INC COM STK NPV$222,1800.04%949CommonNONE
244199105DEDEERE & CO$214,9250.04%515CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC COM USD0.10$214,2300.04%6,773CommonNONE
20030N101CMCSACOMCAST CORP$202,3340.04%4,844CommonNONE
464287614IWFISHARES TR RUS 1000 GRW ETF$194,8220.04%519CommonNONE
464287150ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF$157,0250.03%1,250CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP COM USD0.01$154,2540.03%174CommonNONE
57636Q104MAMASTERCARD INCORPORATED CL A$142,7080.03%289CommonNONE
90353T100UBERUBER TECHNOLOGIES INC COM$136,0400.03%1,810CommonNONE
316048107FTEXXFIDELITY MUNICIPAL MONEY MARKET$131,3220.03%131,322CommonNONE
126408103CSXCSX CORP COM USD1$127,8300.02%3,702CommonNONE
040413106ANETEURARISTA NETWORKS INC COM USD0.0001$121,2870.02%316CommonNONE
030420103AWKAMERICAN WATER WORKS COMPANY INC COM USD0.01$120,3560.02%823CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC COM USD1$118,8580.02%575CommonNONE
816851109SRESEMPRA COM$118,5040.02%1,417CommonNONE
863667101SYKSTRYKER CORPORATION COM$105,8490.02%293CommonNONE
74340W103PLDPROLOGIS INC. COM$100,0140.02%792CommonNONE
808513105SCHWSCHWAB CHARLES CORP COM$98,9650.02%1,527CommonNONE
83444M101SOLVSOLVENTUM CORP COM SHS$94,1920.02%1,351CommonNONE
81369Y803XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS$93,6900.02%415CommonNONE
025816109AXPAMERICAN EXPRESS CO COM USD0.20$93,2930.02%344CommonNONE
060505104BACBANK AMERICA CORP COM$90,8280.02%2,289CommonNONE
743315103PGRPROGRESSIVE CORP COM$84,2480.02%332CommonNONE
91913Y100VLOVALERO ENERGY CORP COM$82,9080.02%614CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW COM$81,8610.02%352CommonNONE
20825C104COPCONOCOPHILLIPS COM$81,1710.02%771CommonNONE
29977A105EVREVERCORE INC CLASS A$79,8020.02%315CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM USD0.01$74,2670.01%150CommonNONE
194162103CLCOLGATE-PALMOLIVE CO COM USD1.00$70,1760.01%676CommonNONE
369604301GEGE AEROSPACE COM NEW$70,1520.01%372CommonNONE
759509102RSRELIANCE INC COM NPV$69,7000.01%241CommonNONE
34959E109FTNTFORTINET INC COM USD0.001$65,5300.01%845CommonNONE
369550108GDGENERAL DYNAMICS CORP COM USD1.00$64,3690.01%213CommonNONE
002824100ABTABBOTT LABORATORIES$63,3900.01%556CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$61,2910.01%105CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$60,9250.01%131CommonNONE
036752103ELVELEVANCE HEALTH INC COM$59,8000.01%115CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION COM$59,6430.01%741CommonNONE
988498101YUMYUM! BRANDS INC$56,7220.01%406CommonNONE
983793100XPOXPO INC$54,2930.01%505CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF$51,6940.01%261CommonNONE
64110W102NTESNETEASE INC SPON ADR EACH REP 25 ORD SHS$50,9630.01%545CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT$49,2690.01%275CommonNONE
00724F101ADBEADOBE INC COM$48,6710.01%94CommonNONE
217204106CPRTCOPART INC COM USD0.0001$47,7890.01%912CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS INC$45,2030.01%43CommonNONE
29084Q100EMEEMCOR GROUP INC COM STK USD0.01$42,6220.01%99CommonNONE
79466L302CRMSALESFORCE INC COM$41,8780.01%153CommonNONE
893641100TDGTRANSDIGM GROUP INC$39,9600.01%28CommonNONE
747525103QCOMQUALCOMM INC$39,1120.01%230CommonNONE
872590104TMUST-MOBILE US INC COM$36,5260.01%177CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$36,2180.01%700CommonNONE
871607107SNPSSYNOPSYS INC$35,9540.01%71CommonNONE
96208T104WEXWEX INC$35,8640.01%171CommonNONE
053484101AVBAVALONBAY COMMUNITIES INC COM USD0.01$35,8150.01%159CommonNONE
98978V103ZTSZOETIS INC$35,7550.01%183CommonNONE
64110L106NFLXNETFLIX INC$35,4640.01%50CommonNONE
693718108PCARPACCAR INC COM USD1.00$35,3270.01%358CommonNONE
26875P101EOGEOG RESOURCES INC$34,9120.01%284CommonNONE
81762P102NOWSERVICENOW INC COM USD0.001$34,8810.01%39CommonNONE
29444U700EQIXEQUINIX INC COM$34,6180.01%39CommonNONE
40412C101HCAHCA HEALTHCARE INC COM$34,1400.01%84CommonNONE
778296103ROSTROSS STORES INC$33,8650.01%225CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP COM USD5$33,8280.01%183CommonNONE
88160R101TSLATESLA INC COM$31,1340.01%119CommonNONE
718546104PSXPHILLIPS 66$31,0220.01%236CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$31,0060.01%370CommonNONE
254687106DISDISNEY WALT CO COM$30,4920.01%317CommonNONE
032095101APHAMPHENOL CORP CLASS A COM USD0.001$30,1040.01%462CommonNONE
237545108DASTYDASSAULT SYSTEMES SPON ADR EACH REP 1 ORD SHS$29,5470.01%745CommonNONE
14040H105COFCAPITAL ONE FINANCIAL CORP COM USD0.01$29,0480.01%194CommonNONE
760759100RSGREPUBLIC SERVICES INC$28,9210.01%144CommonNONE
26441C204DUKDUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0$28,8250.01%250CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$28,3270.01%101CommonNONE
126650100CVSCVS HEALTH CORPORATION COM USD0.01$27,5240.01%438CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$26,4870.01%23CommonNONE
904767704UNILEVER PLC SPON ADR NEW$25,9840.01%400CommonNONE
92338C103VLTOVERALTO CORP COM SHS$25,9520.01%232CommonNONE
58155Q103MCKMCKESSON CORP$24,2270.00%49CommonNONE
36828A101GEVGE VERNOVA INC COM$23,2030.00%91CommonNONE
576323109MTZMASTEC INC COM USD0.10$22,0350.00%179CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC COM$21,7800.00%302CommonNONE
482480100KLACKLA CORP COM NEW$20,1350.00%26CommonNONE
02209S103MOALTRIA GROUP INC$18,5280.00%363CommonNONE
832696405SJMSMUCKER J M CO COM NEW$18,1650.00%150CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT$17,2790.00%440CommonNONE
464287499IWRISHARES TR RUS MID CAP ETF$16,7470.00%190CommonNONE
049255706ATLKYATLAS COPCO AB SP ADR A NEW$15,6430.00%808CommonNONE
N07059210ASMLASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012$14,9990.00%18CommonNONE
882508104TXNTEXAS INSTRUMENTS INC COM USD1.00$14,6660.00%71CommonNONE
68902V107OTISOTIS WORLDWIDE CORP COM$14,4480.00%139CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$14,4050.00%250CommonNONE
172967424CCITIGROUP INC$12,8330.00%205CommonNONE
012653101ALBALBEMARLE CORP COM USD0.01$12,7860.00%135CommonNONE
038222105AMATAPPLIED MATERIALS INC COM USD0.01$12,7290.00%63CommonNONE
81369Y308XLPCONSUMER STAPLES SELECT SECTOR SPDR FUND$12,4500.00%150CommonNONE
Y2573F102FLEXFLEX LTD COM USD0.01$12,1350.00%363CommonNONE
381430107GSIEGOLDMAN SACHS ETF TR ACTIVEBETA INT$12,1170.00%335CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$11,2990.00%23CommonNONE
35671D857FCXFREEPORT-MCMORAN INC COM USD0.10$11,2320.00%225CommonNONE
92556V106VTRSVIATRIS INC COM$10,7040.00%922CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL INC COM NPV$10,6830.00%88CommonNONE
461202103INTUINTUIT INC$10,5570.00%17CommonNONE
052769106ADSKAUTODESK INC$10,4680.00%38CommonNONE
98138H101WDAYWORKDAY INC COM USD0.001 CL A$10,2650.00%42CommonNONE
00206R102TAT&T INC COM USD1$9,9660.00%453CommonNONE
205887102CAGCONAGRA BRANDS INC$9,7560.00%300CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC COM USD0.10$9,6860.00%35CommonNONE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITTON ADR$9,2170.00%60CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$9,1970.00%98CommonNONE
278865100ECLECOLAB INC$9,1920.00%36CommonNONE
641069406NSRGYNESTLE ADR$9,0600.00%90CommonNONE
571903202MARMARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A$8,9500.00%36CommonNONE
82835P103SVMSILVERCORP METALS INC COM NPV ISIN #CA82835P1036 SEDOL #2784261$8,7400.00%2,000CommonNONE
25746U109DDOMINION ENERGY INC COM$8,6110.00%149CommonNONE
595112103MUMICRON TECHNOLOGY INC$8,5040.00%82CommonNONE
073685109BECNUSDBEACON ROOFING SUPPLY INC$8,2110.00%95CommonNONE
125523100CITHE CIGNA GROUP COM$7,9680.00%23CommonNONE
34959J108FTVFORTIVE CORP COM$6,8670.00%87CommonNONE
92840M102VSTVISTRA CORP COM$5,8080.00%49CommonNONE
902973304USBUS BANCORP$5,8080.00%127CommonNONE
458140100INTCINTEL CORP COM USD0.001$5,5130.00%235CommonNONE
375558103GILDGILEAD SCIENCES INC COM USD0.001$5,4500.00%65CommonNONE
032654105ADIANALOG DEVICES INC COM USD0.16 2/3$5,0640.00%22CommonNONE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$5,0530.00%69CommonNONE
31428X106FDXFEDEX CORP COM USD0.10$4,9260.00%18CommonNONE
615369105MCOMOODYS CORP COM USD0.01$4,7460.00%10CommonNONE
90384S303ULTAULTA BEAUTY INC COM$4,6690.00%12CommonNONE
345370860FFORD MTR CO DEL COM$4,5620.00%432CommonNONE
776696106ROPROPER TECHNOLOGIES INC$4,4520.00%8CommonNONE
89832Q109TFCTRUIST FINL CORP COM$4,4480.00%104CommonNONE
363576109AJGARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0$4,2210.00%15CommonNONE
78409V104SPGIS&P GLOBAL INC COM$4,1330.00%8CommonNONE
526057104LENLENNAR CORP COM USD0.10 CLASS A$3,9370.00%21CommonNONE
22052L104CTVACORTEVA INC COM$3,8210.00%65CommonNONE
127387108CDNSCADENCE DESIGN SYSTEMS INC COM USD0.01$3,7940.00%14CommonNONE
701094104PHPARKER-HANNIFIN CORP COM$3,7910.00%6CommonNONE
501044101KRKROGER CO COM USD1.00$3,7820.00%66CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC. COM$3,6930.00%46CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP COM$3,6400.00%14CommonNONE
37045V100GMGENERAL MTRS CO COM$3,5420.00%79CommonNONE
806857108SLBSCHLUMBERGER LIMITED COM USD0.01$3,2300.00%77CommonNONE
59156R108METMETLIFE INC COM USD0.01$3,2170.00%39CommonNONE
666807102NOCNORTHROP GRUMMAN CORP COM USD1$3,1680.00%6CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$3,1470.00%7CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC COM USD1$3,1100.00%8CommonNONE
H2906T109GRMNGARMIN LTD COM CHF10.00$2,8160.00%16CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW COM$2,7130.00%52CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC NEW CL A$2,5930.00%8CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$2,5890.00%16CommonNONE
G0403H108AONAON PLC SHS CL A COM USD0.01$2,4220.00%7CommonNONE
70450Y103PYPLPAYPAL HLDGS INC COM$2,4190.00%31CommonNONE
075887109BDXBECTON DICKINSON &CO COM USD1.00$2,4110.00%10CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$2,3660.00%14CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00$2,3280.00%30CommonNONE
65290E101NXTNEXTRACKER INC CLASS A COM$2,3240.00%62CommonNONE
74144T108TROWPRICE T ROWE GROUPS COM USD0.20$2,2880.00%21CommonNONE
773903109ROKROCKWELL AUTOMATION INC COM USD1$2,1480.00%8CommonNONE
969457100WMBWILLIAMS COS INC COM$2,1000.00%46CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC COM$2,0520.00%23CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC COM$1,9070.00%12CommonNONE
693506107PPGPPG INDUSTRIES INC COM USD1.666$1,8540.00%14CommonNONE
278642103EBAYEBAY INC. COM$1,8230.00%28CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO COM$1,8190.00%5CommonNONE
95040Q104WELLWELLTOWER INC COM$1,7920.00%14CommonNONE
29414B104EPAMEPAM SYS INC COM USD0.001$1,7910.00%9CommonNONE
26614N102DDDUPONT DE NEMOURS INC COM$1,7820.00%20CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC COM USD0.000304635$1,7670.00%6CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC COM$1,7440.00%17CommonNONE
30161N101EXCEXELON CORP COM NPV$1,7440.00%43CommonNONE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$1,7310.00%22CommonNONE
22822V101CCICROWN CASTLE INC COM$1,6610.00%14CommonNONE
009066101ABNBAIRBNB INC COM CL A$1,6490.00%13CommonNONE
172908105CTASCINTAS CORP$1,6470.00%8CommonNONE
247361702DALDELTA AIR LINES INC$1,6250.00%32CommonNONE
064058100BKBANK OF NEW YORK MELLON CORP COM USD0.01$1,5810.00%22CommonNONE
48251W104KKRKKR &CO INC COM$1,5670.00%12CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO CL B$1,5530.00%27CommonNONE
020002101ALLALLSTATE CORP COM USD0.01$1,5170.00%8CommonNONE
45168D104IDXXIDEXX LABORATORIES INC COM USD0.10$1,5160.00%3CommonNONE
670346105NUENUCOR CORP COM USD0.40$1,5030.00%10CommonNONE
518439104ELESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A$1,4950.00%15CommonNONE
49456B101KMIKINDER MORGAN INC COM USD0.01$1,4800.00%67CommonNONE
252131107DXCMDEXCOM INC$1,4750.00%22CommonNONE
311900104FASTFASTENAL COM STK USD0.01$1,4280.00%20CommonNONE
058498106BALLBALL CORP COM NPV$1,4260.00%21CommonNONE
45337C102INCYINCYTE CORP$1,3880.00%21CommonNONE
12504L109CBRECBRE GROUP INC COM USD0.01 CLASS A$1,3690.00%11CommonNONE
302941109FCNFTI CONSULTING INC$1,3650.00%6CommonNONE
533900106LECOLINCOLN ELECTRIC HOLDINGS INC$1,3440.00%7CommonNONE
231021106CMICUMMINS INC$1,2950.00%4CommonNONE
682680103OKEONEOK INC COM USD0.01$1,2760.00%14CommonNONE
31620M106FISFIDELITY NATL INFORMATION SERVICES COM USD0.01$1,2560.00%15CommonNONE
G6095L109APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6$1,2240.00%17CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$1,2110.00%10CommonNONE
22160N109CSGPCOSTAR GROUP INC$1,2070.00%16CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW CL A$1,2040.00%5CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE INC COM$1,1920.00%6CommonNONE
98389B100XELXCEL ENERGY INC COM USD2.5$1,1750.00%18CommonNONE
294429105EFXEQUIFAX INC COM USD1.25$1,1750.00%4CommonNONE
665859104NTRSNORTHERN TRUST CORP COM USD1.666$1,1700.00%13CommonNONE
55354G100MSCIMSCI INC$1,1660.00%2CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$1,1220.00%17CommonNONE
92345Y106VRSKVERISK ANALYTICS INC COM$1,0720.00%4CommonNONE
15135B101CNCCENTENE CORP$1,0540.00%14CommonNONE
960413102WLKWESTLAKE CORPORATION COM USD0.01$1,0520.00%7CommonNONE
101121101BXPBXP INC COM$1,0460.00%13CommonNONE
29476L107EQREQUITY RESIDENTIAL SBI USD0.01$1,0420.00%14CommonNONE
00846U101AAGILENT TECHNOLOGIES INC COM USD0.01$1,0390.00%7CommonNONE
031100100AMEAMETEK INC COM$1,0300.00%6CommonNONE
316773100FITBFIFTH THIRD BANCORP$1,0280.00%24CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$1,0170.00%26CommonNONE
46266C105IQVIQVIA HLDGS INC COM$9480.00%4CommonNONE
03076C106AMPAMERIPRISE FINANCIAL INC COM USD0.01$9400.00%2CommonNONE
260557103DOWDOW INC COM$9290.00%17CommonNONE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$9000.00%3CommonNONE
370334104GISGENERAL MILLS INC COM USD0.10$8860.00%12CommonNONE
29605J106ESABESAB CORPORATION COM$8500.00%8CommonNONE
459506101IFFINTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125$8390.00%8CommonNONE
039483102ADMARCHER-DANIELS-MIDLA ND CO$8360.00%14CommonNONE
086516101BBYBEST BUY CO INC COM USD0.10$8260.00%8CommonNONE
857477103STTSTATE STREET CORP$7960.00%9CommonNONE
21036P108STZCONSTELLATION BRANDS INC COM USD0.01 CLASS A$7730.00%3CommonNONE
928254101VIRTVIRTU FINL INC CL A$7310.00%24CommonNONE
902494103TSNTYSON FOODS INC$6550.00%11CommonNONE
03662Q105AKXANSYS INC COM USD0.01$6370.00%2CommonNONE
444859102HUMHUMANA INC$6330.00%2CommonNONE
40434L105HPQHP INC COM$5380.00%15CommonNONE
844741108LUVSOUTHWEST AIRLINES CO$5330.00%18CommonNONE
452327109ILMNILLUMINA INC COM USD0.01$5220.00%4CommonNONE
37940X102GPNGLOBAL PAYMENTS INC$5120.00%5CommonNONE
714046109RVTYREVVITY INC COM$5110.00%4CommonNONE
761152107RMDRESMED INC$4880.00%2CommonNONE
071813109BAXBAXTER INTERNATIONAL INC COM USD1.00$4560.00%12CommonNONE
29355A107ENPHENPHASE ENERGY INC COM USD0.00001$4520.00%4CommonNONE
504922105LHLABCORP HOLDINGS INC COM SHS$4470.00%2CommonNONE
194014502ENOVENOVIS CORPORATION COM$4310.00%10CommonNONE
922475108VEEVVEEVA SYSTEMS INC$4200.00%2CommonNONE
29786A106ETSYETSY INC COM$3890.00%7CommonNONE
61744J283MSFAXMORGAN STANLEY GLBL FRANCHISE CLASS I$3880.00%10CommonNONE
60770K107MRNAMODERNA INC COM$3340.00%5CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC COM USD0.01 WD$3180.00%2CommonNONE
57667L107MTCHMATCH GROUP INC NEW COM$2650.00%7CommonNONE
674599105OXYOCCIDENTAL PETE CORP COM$2580.00%5CommonNONE
016255101ALGNALIGN TECHNOLOGY INC COM USD0.0001$2540.00%1CommonNONE
98980G102ZSZSCALER INC COM$1710.00%1CommonNONE
880770102TERTERADYNE INC COM USD0.125$1340.00%1CommonNONE
23804L103DDOGDATADOG INC CL A COM$1150.00%1CommonNONE
833445109SNOWSNOWFLAKE INC CL A$1150.00%1CommonNONE
88339J105TTDTHE TRADE DESK INC COM CL A$1100.00%1CommonNONE
219350105GLWCORNING INC$900.00%2CommonNONE
18915M107NETCLOUDFLARE INC CL A COM$810.00%1CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS INC CL A$700.00%1CommonNONE
852234103XYZBLOCK INC CL A$670.00%1CommonNONE
256163106DOCUDOCUSIGN INC COM$620.00%1CommonNONE
34965K107FTREFORTREA HLDGS INC COMMON STOCK$400.00%2CommonNONE
29082K105EMBCEMBECTA CORP COMMON STOCK$280.00%2CommonNONE
33616C100FRCBFIRST REPUBLIC BANK SAN FRANCISCO COM USD0.01$10.00%40CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD COM CHF0.57 star EXCHANGED FOR CUSIP G87052109 star$00CommonSOLE

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.