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Core Alternative Capital

Q4 2024 · 13F-HR

Core Alternative Capitalholdings as filed

Filed 2025-01-29 · accession 0001376474-25-000119

$478.4M
Reported value
360
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$29.6M6.19%118,299CommonNONE
594918104MSFTMicrosoft Corp$26.4M5.51%62,565CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$18.1M3.79%75,566CommonNONE
02079K107GOOGALPHABET INC CAP STK CL C$16.7M3.49%87,746CommonNONE
315994103CASH$15.9M3.32%15,897,984CommonNONE
532457108LLYEli Lilly & Co$12.5M2.60%16,138CommonNONE
91324P102UNHUnitedHealth Group Inc$11.1M2.33%22,010CommonNONE
931142103WMTWalmart Inc$10.8M2.25%119,177CommonNONE
337738108FISVFiserv Inc$9.7M2.02%47,094CommonNONE
001055102AFLAflac Inc$8.9M1.85%85,644CommonNONE
842587107SOSouthern Co/The$8.8M1.83%106,304CommonNONE
30231G102XOMExxon Mobil Corp$8.6M1.80%80,257CommonNONE
94106L109WMWaste Management Inc$8.6M1.80%42,595CommonNONE
742718109PGProcter & Gamble Co/The$8.5M1.78%50,901CommonNONE
478160104JNJJohnson & Johnson$8.3M1.75%57,736CommonNONE
580135101MCDMcDonald's Corp$8.1M1.68%27,801CommonNONE
H1467J104CBChubb Ltd$8.1M1.68%29,158CommonNONE
02079K305GOOGLAlphabet Inc$7.8M1.63%41,285CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B$7.7M1.61%16,989CommonNONE
65339F101NEENextEra Energy Inc$7.7M1.61%107,362CommonNONE
539830109LMTLockheed Martin Corp$7.4M1.54%15,205CommonNONE
11133T103BRBroadridge Financial Solutions Inc$7.4M1.54%32,627CommonNONE
G1151C101ACNAccenture PLC$7.2M1.51%20,595CommonNONE
009158106APDAir Products and Chemicals Inc$7.1M1.49%24,672CommonNONE
58933Y105MRKMerck & Co Inc$7.0M1.46%70,386CommonNONE
12572Q105CMECME Group Inc$7.0M1.46%30,096CommonNONE
704326107PAYXPaychex Inc$7.0M1.46%49,702CommonNONE
617446448MSMorgan Stanley$6.9M1.44%54,722CommonSOLE
872540109TJXTJX COMPANIES INC$6.8M1.42%56,173CommonNONE
713448108PEPPepsiCo Inc$6.7M1.40%44,107CommonNONE
92826C839VVISA INC$6.7M1.40%21,150CommonNONE
303075105FDSFactSet Research Systems Inc$6.7M1.39%13,885CommonNONE
166764100CVXChevron Corp$6.6M1.38%45,495CommonNONE
655844108NSCNorfolk Southern Corp$6.3M1.31%26,729CommonNONE
756109104ORealty Income Corp$6.1M1.28%115,277CommonNONE
09260D107BXBLACKSTONE INC$6.0M1.26%34,860CommonNONE
23331A109DHIDR HORTON INC COM STK USD0.01$5.8M1.21%41,335CommonNONE
007903107AMDAdvanced Micro Devices Inc$5.6M1.16%46,139CommonNONE
64110D104NTAPNETAPP INC$5.3M1.11%45,941CommonNONE
372460105GPCGenuine Parts Co$4.7M0.99%40,639CommonNONE
824348106SHWSHERWIN-WILLIAMS CO$4.5M0.95%13,314CommonNONE
N6596X109NXPINXP Semiconductors NV$4.4M0.93%21,380CommonNONE
17275R102CSCOCISCO SYSTEMS INC$4.4M0.93%74,915CommonNONE
316067107FDRXXFIDELITY GOVERNMENT CASH RESERVES$4.1M0.87%4,138,991CommonNONE
87612E106TGTTARGET CORP$4.1M0.85%30,220CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$4.0M0.85%101,120CommonNONE
G87052109TELTE CONNECTIVITY PLC COM USD0.01$4.0M0.83%27,799CommonNONE
452308109ITWILLINOIS TOOL WORKS INC COM$4.0M0.83%15,599CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC COM$3.9M0.82%18,561CommonNONE
697435105PANWPALO ALTO NETWORKS INC COM USD0.0001$3.8M0.80%21,009CommonNONE
G5960L103MDTMEDTRONIC PLC$3.4M0.71%42,517CommonNONE
925652109VICIVICI PPTYS INC COM$3.3M0.68%111,578CommonNONE
459200101IBMINTERNATIONAL BUS MACH CORP COM USD0.20$3.2M0.68%14,695CommonNONE
291011104EMREmerson Electric Co$3.2M0.66%25,583CommonSOLE
651639106NEMNEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2$3.0M0.63%80,621CommonNONE
127097103CTRACOTERRA ENERGY INC COM$2.9M0.60%111,950CommonNONE
015271109AREALEXANDRIA REAL ESTATE EQUITIES COM USD0.01$2.8M0.59%29,164CommonNONE
11135F101AVGOBROADCOM INC COM$2.7M0.57%11,792CommonNONE
031162100AMGNAmgen Inc$2.4M0.50%9,138CommonSOLE
25243Q205DEODiageo PLC$2.0M0.43%16,063CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.43%3,911CommonNONE
855244109SBUXStarbucks Corp$2.0M0.41%21,550CommonSOLE
G29183103ETNEATON CORPORATION PLC$1.9M0.39%5,633CommonNONE
61945C103MOSMosaic Co/The$1.5M0.32%62,799CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.2M0.26%23,215CommonNONE
30303M102METAMETA PLATFORMS INC CLASS A COMMON STOCK$1.2M0.25%2,069CommonNONE
191216100KOCOCA-COLA CO$1.2M0.24%18,658CommonNONE
09290D101BLKBLACKROCK INC COM$891,8460.19%870CommonNONE
907818108UNPUNION PAC CORP COM$856,5180.18%3,756CommonNONE
09857L108BKNGBOOKING HOLDINGS INC COM$849,6000.18%171CommonNONE
512807306LRCXLAM RESEARCH CORP COM NEW$827,7560.17%11,460CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR FINANCIAL$772,1680.16%15,977CommonNONE
56501R106MFCMANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519$743,5200.16%24,211CommonNONE
67066G104NVDANVIDIA CORPORATION COM$707,5740.15%5,269CommonNONE
88579Y101MMM3M CO$698,6350.15%5,412CommonNONE
949746101WMT2WELLS FARGO CO NEW COM$688,5910.14%9,803CommonNONE
609207105MDLZMONDELEZ INTL INC COM NPV$683,7640.14%11,448CommonNONE
023135106AMZNAMAZON.COM INC$655,5370.14%2,988CommonNONE
03073E105CORCENCORA INC COM$648,4260.14%2,886CommonNONE
384802104GWWGRAINGER W W INC COM$610,2950.13%579CommonNONE
56585A102MPCMARATHON PETROLEUM CORP COM USD0.01$578,4530.12%4,147CommonNONE
548661107LOWLOWES COMPANIES INC COM USD0.50$567,6400.12%2,300CommonNONE
00287Y109ABBVABBVIE INC COM USD0.01$556,9120.12%3,134CommonNONE
437076102HDHOME DEPOT INC$533,6940.11%1,372CommonNONE
235851102DHRDANAHER CORPORATION COM$502,2550.10%2,188CommonNONE
89151E109TTENTOTAL ENERGIES SE$469,9540.10%8,623CommonNONE
149123101CATCATERPILLAR INC COM$457,0780.10%1,260CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$450,3400.09%765CommonNONE
68389X105ORCLORACLE CORP$443,5960.09%2,662CommonNONE
571748102MRSHMARSH &MCLENNAN COMPANIES INC COM USD1.00$436,7150.09%2,056CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM USD0.01$392,1940.08%2,632CommonNONE
75513E101RTXRTX CORPORATION COM USD1.00$386,6210.08%3,341CommonNONE
097023105BABOEING CO$361,2570.08%2,041CommonNONE
911312106UPSUNITED PARCEL SERVICE INC CL B$353,8370.07%2,806CommonNONE
867224107SUSUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2$350,7700.07%9,831CommonNONE
81369Y209XLVHEALTH CARE SELECT SECTOR SPDR FUND$343,9250.07%2,500CommonNONE
871829107SYYSYSCO CORP$313,1800.07%4,096CommonNONE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01$310,5990.06%4,039CommonNONE
285512109EAELECTRONIC ARTS INC$276,2140.06%1,888CommonNONE
654106103NKENIKE INC CLASS B COM NPV$251,6030.05%3,325CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR RL EST SEL SEC$248,9000.05%6,120CommonNONE
150870103CECELANESE CORP DEL COM$236,3520.05%3,415CommonNONE
89417E109TRVTRAVELERS COMPANIES INC COM STK NPV$228,6050.05%949CommonNONE
244199105DEDEERE & CO$218,2060.05%515CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC COM USD0.10$188,4060.04%6,724CommonNONE
717081103PFEPFIZER INC$185,6570.04%6,998CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND$184,4160.04%822CommonNONE
464287614IWFISHARES TR RUS 1000 GRW ETF$169,4670.04%422CommonNONE
20030N101CMCSACOMCAST CORP$163,0300.03%4,344CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP COM$159,4310.03%174CommonNONE
57636Q104MAMASTERCARD INCORPORATED CL A$152,1790.03%289CommonNONE
464287150ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF$147,9130.03%1,150CommonNONE
040413205ANETARISTA NETWORKS INC COM SHS$139,7100.03%1,264CommonNONE
81369Y100XLBMATERIALS SELECT SECTOR SPDR FUND$130,4170.03%1,550CommonNONE
438516106HONHONEYWELL INTERNATIONAL INC COM USD1$129,8870.03%575CommonNONE
816851109SRESEMPRA COM$124,2990.03%1,417CommonNONE
126408103CSXCSX CORP COM USD1$119,4640.02%3,702CommonNONE
81369Y506XLESELECT SECTOR SPDR TR ENERGY$114,3560.02%1,335CommonNONE
808513105SCHWSCHWAB CHARLES CORP COM$113,0130.02%1,527CommonNONE
90353T100UBERUBER TECHNOLOGIES INC COM$109,1790.02%1,810CommonNONE
863667101SYKSTRYKER CORPORATION COM$105,4950.02%293CommonNONE
060505104BACBANK AMERICA CORP COM$104,9970.02%2,389CommonNONE
030420103AWKAMERICAN WATER WORKS COMPANY INC COM USD0.01$102,4550.02%823CommonNONE
025816109AXPAMERICAN EXPRESS CO COM USD0.20$102,0960.02%344CommonNONE
83444M101SOLVSOLVENTUM CORP COM SHS$89,2470.02%1,351CommonNONE
29977A105EVREVERCORE INC CLASS A$87,3150.02%315CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC COM USD0.01$85,8930.02%150CommonNONE
34959E109FTNTFORTINET INC COM USD0.001$79,8360.02%845CommonNONE
743315103PGRPROGRESSIVE CORP COM$79,5510.02%332CommonNONE
91913Y100VLOVALERO ENERGY CORP COM$75,2700.02%614CommonNONE
20825C104COPCONOCOPHILLIPS COM$71,8270.02%724CommonNONE
002824100ABTABBOTT LABORATORIES$68,2050.01%603CommonNONE
983793100XPOXPO INC$66,2310.01%505CommonNONE
74340W103PLDPROLOGIS INC. COM$65,8510.01%623CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW COM$64,5600.01%352CommonNONE
79466L302CRMSALESFORCE INC COM$62,8540.01%188CommonNONE
369604301GEGE AEROSPACE COM NEW$62,0460.01%372CommonNONE
194162103CLCOLGATE-PALMOLIVE CO COM$61,4550.01%676CommonNONE
64110L106NFLXNETFLIX INC$57,9360.01%65CommonNONE
988498101YUMYUM! BRANDS INC$54,4690.01%406CommonNONE
88160R101TSLATESLA INC COM$53,3070.01%132CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$52,7540.01%131CommonNONE
217204106CPRTCOPART INC COM USD0.0001$52,3400.01%912CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF$51,1120.01%261CommonNONE
00724F101ADBEADOBE INC COM$50,6940.01%114CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION COM$50,5810.01%741CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT$48,1880.01%275CommonNONE
759509102RSRELIANCE INC COM NPV$44,6970.01%166CommonNONE
369550108GDGENERAL DYNAMICS CORP COM$43,4760.01%165CommonNONE
29084Q100EMEEMCOR GROUP INC COM STK USD0.01$43,1210.01%95CommonNONE
81762P102NOWSERVICENOW INC COM USD0.001$41,3450.01%39CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO COM$39,5920.01%700CommonNONE
872590104TMUST-MOBILE US INC COM$39,0690.01%177CommonNONE
81369Y803XLKSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS$38,3660.01%165CommonNONE
693718108PCARPACCAR INC COM USD1.00$37,2390.01%358CommonNONE
680223104ORIOLD REPUBLIC INTERNATIONAL CORP$36,1900.01%1,000CommonNONE
893641100TDGTRANSDIGM GROUP INC$35,4840.01%28CommonNONE
747525103QCOMQUALCOMM INC$35,3330.01%230CommonNONE
254687106DISDISNEY WALT CO COM$35,2980.01%317CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP COM USD5$35,2920.01%183CommonNONE
053484101AVBAVALONBAY COMMUNITIES INC COM USD0.01$34,9750.01%159CommonNONE
26875P101EOGEOG RESOURCES INC$34,8130.01%284CommonNONE
871607107SNPSSYNOPSYS INC$34,4610.01%71CommonNONE
778296103ROSTROSS STORES INC$34,0360.01%225CommonNONE
036752103ELVELEVANCE HEALTH INC COM$33,5700.01%91CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC COM$33,3560.01%302CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$33,0480.01%370CommonNONE
032095101APHAMPHENOL CORP CLASS A COM USD0.001$32,0860.01%462CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$31,1370.01%91CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS INC$30,6300.01%43CommonNONE
96208T104WEXWEX INC$29,9800.01%171CommonNONE
36828A101GEVGE VERNOVA INC COM$29,9330.01%91CommonNONE
98978V103ZTSZOETIS INC$29,8160.01%183CommonNONE
760759100RSGREPUBLIC SERVICES INC$28,9700.01%144CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$28,8320.01%50CommonNONE
58155Q103MCKMCKESSON CORP$27,9260.01%49CommonNONE
26441C204DUKDUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0$26,9350.01%250CommonNONE
718546104PSXPHILLIPS 66$26,8870.01%236CommonNONE
64110W102NTESNETEASE INC SPON ADR EACH REP 25 ORD SHS$26,7630.01%300CommonNONE
172967424CCITIGROUP INC$26,4670.01%376CommonNONE
237545108DASTYDASSAULT SYSTEMES SPON ADR EACH REP 1 ORD SHS$25,6580.01%745CommonNONE
40412C101HCAHCA HEALTHCARE INC COM$25,2130.01%84CommonNONE
576323109MTZMASTEC INC COM USD0.10$24,3690.01%179CommonNONE
Y2573F102FLEXFLEX LTD COM USD0.01$23,0720.00%601CommonNONE
904767704UNILEVER PLC SPON ADR NEW$22,6800.00%400CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$22,5300.00%19CommonNONE
126650100CVSCVS HEALTH CORPORATION COM USD0.01$19,8680.00%443CommonNONE
H2906T109GRMNGARMIN LTD COM CHF10.00$19,5950.00%95CommonNONE
02209S103MOALTRIA GROUP INC$18,9810.00%363CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT$18,1540.00%440CommonNONE
14040H105COFCAPITAL ONE FINANCIAL CORP COM USD0.01$17,4750.00%98CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$17,2250.00%33CommonNONE
464287499IWRISHARES TR RUS MID CAP ETF$16,7960.00%190CommonNONE
832696405SJMSMUCKER J M CO COM NEW$16,5180.00%150CommonNONE
482480100KLACKLA CORP COM NEW$16,3830.00%26CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL INC COM NPV$15,4050.00%128CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15,0750.00%250CommonNONE
882508104TXNTEXAS INSTRUMENTS INC COM USD1.00$13,3130.00%71CommonNONE
68902V107OTISOTIS WORLDWIDE CORP COM$12,8730.00%139CommonNONE
45104G104IBNICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS$11,9440.00%400CommonNONE
012653101ALBALBEMARLE CORP COM USD0.01$11,6210.00%135CommonNONE
92556V106VTRSVIATRIS INC COM$11,4790.00%922CommonNONE
59156R108METMETLIFE INC COM USD0.01$11,3810.00%139CommonNONE
052769106ADSKAUTODESK INC$11,2320.00%38CommonNONE
98138H101WDAYWORKDAY INC COM USD0.001 CL A$10,8370.00%42CommonNONE
461202103INTUINTUIT INC$10,6850.00%17CommonNONE
00206R102TAT&T INC COM USD1$10,3150.00%453CommonNONE
038222105AMATAPPLIED MATERIALS INC COM USD0.01$10,2460.00%63CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$10,2460.00%35CommonNONE
571903202MARMARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A$10,0420.00%36CommonNONE
35671D857FCXFREEPORT-MCMORAN INC COM USD0.10$8,7960.00%231CommonNONE
29444U700EQIXEQUINIX INC COM$8,4860.00%9CommonNONE
278865100ECLECOLAB INC$8,4360.00%36CommonNONE
205887102CAGCONAGRA BRANDS INC$8,3250.00%300CommonNONE
25746U109DDOMINION ENERGY INC COM$8,0250.00%149CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$7,6620.00%98CommonNONE
595112103MUMICRON TECHNOLOGY INC$6,9010.00%82CommonNONE
92840M102VSTVISTRA CORP COM$6,7560.00%49CommonNONE
92338C103VLTOVERALTO CORP COM SHS$6,7220.00%66CommonNONE
34959J108FTVFORTIVE CORP COM$6,5250.00%87CommonNONE
125523100CITHE CIGNA GROUP COM$6,3510.00%23CommonNONE
902973304USBUS BANCORP$6,0740.00%127CommonNONE
375558103GILDGILEAD SCIENCES INC COM USD0.001$6,0040.00%65CommonNONE
701094104PHPARKER-HANNIFIN CORP COM$5,7240.00%9CommonNONE
88322Q108TGTXTG THERAPEUTICS INC$5,4180.00%180CommonNONE
90384S303ULTAULTA BEAUTY INC COM$5,2190.00%12CommonNONE
31428X106FDXFEDEX CORP COM USD0.10$5,0640.00%18CommonNONE
615369105MCOMOODYS CORP COM USD0.01$4,7340.00%10CommonNONE
458140100INTCINTEL CORP COM USD0.001$4,7120.00%235CommonNONE
032654105ADIANALOG DEVICES INC COM$4,6740.00%22CommonNONE
89832Q109TFCTRUIST FINL CORP COM$4,5120.00%104CommonNONE
127387108CDNSCADENCE DESIGN SYSTEMS INC COM USD0.01$4,5070.00%15CommonNONE
345370860FFORD MTR CO DEL COM$4,2770.00%432CommonNONE
363576109AJGARTHUR J. GALLAGHER & CO. ISIN #US3635761097 SEDOL #BD1QWJ0$4,2580.00%15CommonNONE
37045V100GMGENERAL MTRS CO COM$4,2080.00%79CommonNONE
776696106ROPROPER TECHNOLOGIES INC$4,1590.00%8CommonNONE
501044101KRKROGER CO COM USD1.00$4,0360.00%66CommonNONE
78409V104SPGIS&P GLOBAL INC COM$3,9840.00%8CommonNONE
22052L104CTVACORTEVA INC COM$3,7020.00%65CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$3,2360.00%7CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP COM$3,1320.00%14CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC COM USD1$2,9550.00%8CommonNONE
806857108SLBSCHLUMBERGER LIMITED COM USD0.01$2,9520.00%77CommonNONE
526057104LENLENNAR CORP COM USD0.10 CLASS A$2,8640.00%21CommonNONE
253868103DLRDIGITAL REALTY TRUST INC$2,8370.00%16CommonNONE
666807102NOCNORTHROP GRUMMAN CORP COM USD1$2,8160.00%6CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC NEW CL A$2,7420.00%8CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW COM$2,7330.00%52CommonNONE
70450Y103PYPLPAYPAL HLDGS INC COM$2,6460.00%31CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC. COM$2,6380.00%46CommonNONE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$2,6210.00%36CommonNONE
G0403H108AONAON PLC SHS CL A COM USD0.01$2,5140.00%7CommonNONE
969457100WMBWILLIAMS COS INC COM$2,4900.00%46CommonNONE
828806109SPGSIMON PROPERTY GROUP INC$2,4110.00%14CommonNONE
74144T108TROWPRICE T ROWE GROUPS COM USD0.20$2,3750.00%21CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00$2,3680.00%30CommonNONE
773903109ROKROCKWELL AUTOMATION INC COM USD1$2,2860.00%8CommonNONE
075887109BDXBECTON DICKINSON &CO COM USD1.00$2,2690.00%10CommonNONE
23345M107DTMDT MIDSTREAM INC COMMON STOCK$2,1870.00%22CommonNONE
29414B104EPAMEPAM SYS INC COM USD0.001$2,1040.00%9CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC COM$1,9430.00%23CommonNONE
247361702DALDELTA AIR LINES INC$1,9360.00%32CommonNONE
65290E101NXTNEXTRACKER INC CLASS A COM$1,9000.00%52CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC COM USD0.000304635$1,8790.00%6CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC COM$1,8550.00%12CommonNONE
49456B101KMIKINDER MORGAN INC COM USD0.01$1,8360.00%67CommonNONE
48251W104KKRKKR &CO INC COM$1,7750.00%12CommonNONE
30161N101EXCEXELON CORP COM NPV$1,7690.00%47CommonNONE
95040Q104WELLWELLTOWER INC COM$1,7640.00%14CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC COM$1,7520.00%19CommonNONE
231021106CMICUMMINS INC$1,7430.00%5CommonNONE
278642103EBAYEBAY INC. COM$1,7350.00%28CommonNONE
252131107DXCMDEXCOM INC$1,7110.00%22CommonNONE
009066101ABNBAIRBNB INC COM CL A$1,7080.00%13CommonNONE
064058100BKBANK OF NEW YORK MELLON CORP COM USD0.01$1,6900.00%22CommonNONE
256677105DGDOLLAR GEN CORP NEW COM$1,6770.00%22CommonNONE
693506107PPGPPG INDUSTRIES INC COM USD1.666$1,6720.00%14CommonNONE
03076C106AMPAMERIPRISE FINANCIAL INC COM USD0.01$1,5970.00%3CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO CL B$1,5480.00%27CommonNONE
020002101ALLALLSTATE CORP COM USD0.01$1,5420.00%8CommonNONE
26614N102DDDUPONT DE NEMOURS INC COM$1,5250.00%20CommonNONE
G8267P108SWSMURFIT WESTROCK PLC ORD USD0.001 (DI)$1,5080.00%28CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO COM$1,4970.00%5CommonNONE
172908105CTASCINTAS CORP$1,4620.00%8CommonNONE
45337C102INCYINCYTE CORP$1,4500.00%21CommonNONE
12504L109CBRECBRE GROUP INC COM USD0.01 CLASS A$1,4440.00%11CommonNONE
311900104FASTFASTENAL COM STK USD0.01$1,4380.00%20CommonNONE
682680103OKEONEOK INC COM USD0.01$1,4060.00%14CommonNONE
665859104NTRSNORTHERN TRUST CORP COM USD1.666$1,3330.00%13CommonNONE
533900106LECOLINCOLN ELECTRIC HOLDINGS INC$1,3120.00%7CommonNONE
294429105EFXEQUIFAX INC COM USD1.25$1,2740.00%5CommonNONE
22822V101CCICROWN CASTLE INC COM$1,2710.00%14CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$1,2590.00%17CommonNONE
45168D104IDXXIDEXX LABORATORIES INC COM USD0.10$1,2400.00%3CommonNONE
98389B100XELXCEL ENERGY INC COM USD2.5$1,2150.00%18CommonNONE
31620M106FISFIDELITY NATL INFORMATION SERVICES COM USD0.01$1,2120.00%15CommonNONE
55354G100MSCIMSCI INC$1,2000.00%2CommonNONE
744320102PRUPRUDENTIAL FINANCIAL INC$1,1850.00%10CommonNONE
670346105NUENUCOR CORP COM USD0.40$1,1670.00%10CommonNONE
058498106BALLBALL CORP COM NPV$1,1580.00%21CommonNONE
302941109FCNFTI CONSULTING INC$1,1470.00%6CommonNONE
22160N109CSGPCOSTAR GROUP INC$1,1450.00%16CommonNONE
518439104ELESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A$1,1250.00%15CommonNONE
92345Y106VRSKVERISK ANALYTICS INC COM$1,1020.00%4CommonNONE
031100100AMEAMETEK INC COM$1,0820.00%6CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE INC COM$1,0580.00%6CommonNONE
G3265R107APTVAPTIV PLC ORD USD0.01$1,0280.00%17CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW CL A$1,0190.00%5CommonNONE
316773100FITBFIFTH THIRD BANCORP$1,0150.00%24CommonNONE
444859102HUMHUMANA INC$1,0150.00%4CommonNONE
29476L107EQREQUITY RESIDENTIAL SBI USD0.01$1,0050.00%14CommonNONE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$9830.00%3CommonNONE
101121101BXPBXP INC COM$9670.00%13CommonNONE
29605J106ESABESAB CORPORATION COM$9600.00%8CommonNONE
370334104GISGENERAL MILLS INC COM USD0.10$9570.00%15CommonNONE
00846U101AAGILENT TECHNOLOGIES INC COM USD0.01$9400.00%7CommonNONE
857477103STTSTATE STREET CORP$8830.00%9CommonNONE
928254101VIRTVIRTU FINL INC CL A$8560.00%24CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$8510.00%26CommonNONE
15135B101CNCCENTENE CORP$8480.00%14CommonNONE
960413102WLKWESTLAKE CORPORATION COM USD0.01$8030.00%7CommonNONE
46266C105IQVIQVIA HLDGS INC COM$7860.00%4CommonNONE
039483102ADMARCHER-DANIELS-MIDLA ND CO$7070.00%14CommonNONE
086516101BBYBEST BUY CO INC COM USD0.10$6860.00%8CommonNONE
260557103DOWDOW INC COM$6820.00%17CommonNONE
459506101IFFINTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125$6760.00%8CommonNONE
03662Q105AKXANSYS INC COM USD0.01$6750.00%2CommonNONE
21036P108STZCONSTELLATION BRANDS INC COM USD0.01 CLASS A$6630.00%3CommonNONE
902494103TSNTYSON FOODS INC$6320.00%11CommonNONE
844741108LUVSOUTHWEST AIRLINES CO$6050.00%18CommonNONE
37940X102GPNGLOBAL PAYMENTS INC$5600.00%5CommonNONE
452327109ILMNILLUMINA INC COM USD0.01$5350.00%4CommonNONE
40434L105HPQHP INC COM$4890.00%15CommonNONE
504922105LHLABCORP HOLDINGS INC COM SHS$4590.00%2CommonNONE
761152107RMDRESMED INC$4570.00%2CommonNONE
714046109RVTYREVVITY INC COM$4460.00%4CommonNONE
194014502ENOVENOVIS CORPORATION COM$4390.00%10CommonNONE
922475108VEEVVEEVA SYSTEMS INC$4210.00%2CommonNONE
29355A107ENPHENPHASE ENERGY INC COM USD0.00001$4120.00%6CommonNONE
29786A106ETSYETSY INC COM$3700.00%7CommonNONE
071813109BAXBAXTER INTERNATIONAL INC COM USD1.00$3500.00%12CommonNONE
61744J283MSFAXMORGAN STANLEY GLBL FRANCHISE CLASS I$3360.00%10CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC COM USD0.01 WD$3210.00%2CommonNONE
674599105OXYOCCIDENTAL PETE CORP COM$2470.00%5CommonNONE
57667L107MTCHMATCH GROUP INC NEW COM$2290.00%7CommonNONE
016255101ALGNALIGN TECHNOLOGY INC COM USD0.0001$2090.00%1CommonNONE
60770K107MRNAMODERNA INC COM$2080.00%5CommonNONE
98980G102ZSZSCALER INC COM$1800.00%1CommonNONE
833445109SNOWSNOWFLAKE INC CL A$1540.00%1CommonNONE
23804L103DDOGDATADOG INC CL A COM$1430.00%1CommonNONE
880770102TERTERADYNE INC COM USD0.125$1260.00%1CommonNONE
88339J105TTDTHE TRADE DESK INC COM CL A$1180.00%1CommonNONE
18915M107NETCLOUDFLARE INC CL A COM$1080.00%1CommonNONE
219350105GLWCORNING INC$950.00%2CommonNONE
256163106DOCUDOCUSIGN INC COM$900.00%1CommonNONE
852234103XYZBLOCK INC CL A$850.00%1CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS, INC. CLASS A COMMON$820.00%1CommonNONE
29082K105EMBCEMBECTA CORP COMMON STOCK$410.00%2CommonNONE
34965K107FTREFORTREA HLDGS INC COMMON STOCK$370.00%2CommonNONE
33616C100FRCBFIRST REPUBLIC BANK SAN FRANCISCO COM USD0.01$040CommonNONE

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.