MondegarAI
Gotham Asset Management, LLC

Q2 2024 · 13F-HR

Gotham Asset Management, LLCholdings as filed

Filed 2024-08-14 · accession 0001398344-24-014685

$7.72B
Reported value
1,407
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1407

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$807.2M10.5%1,483,153CommonSOLE
886364835GSPYTIDAL ETF TR$394.4M5.11%13,268,694CommonSOLE
67066G104NVDANVIDIA CORPORATION$192.4M2.49%1,557,794CommonSOLE
464287200IVVISHARES TR$126.2M1.63%230,671CommonSOLE
594918104MSFTMICROSOFT CORP$95.4M1.23%213,392CommonSOLE
037833100AAPLAPPLE INC$93.8M1.21%445,380CommonSOLE
02079K305GOOGLALPHABET INC$68.8M0.89%377,579CommonSOLE
023135106AMZNAMAZON COM INC$60.9M0.79%315,041CommonSOLE
833445109SNOWSNOWFLAKE INC$59.8M0.77%442,954CommonSOLE
886364520GVLUTIDAL ETF TR$58.6M0.76%2,562,200CommonSOLE
46432F842IEFAISHARES TR$49.4M0.64%680,472CommonSOLE
30303M102METAMETA PLATFORMS INC$49.2M0.64%97,654CommonSOLE
747525103QCOMQUALCOMM INC$44.0M0.57%220,716CommonSOLE
46434G103IEMGISHARES INC$40.8M0.53%762,314CommonSOLE
11135F101AVGOBROADCOM INC$32.7M0.42%20,343CommonSOLE
478160104JNJJOHNSON & JOHNSON$31.9M0.41%218,023CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29.5M0.38%72,632CommonSOLE
629377508NRGNRG ENERGY INC$27.4M0.36%352,310CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$27.3M0.35%469,847CommonSOLE
G5960L103MDTMEDTRONIC PLC$26.8M0.35%340,666CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$25.8M0.33%136,930CommonSOLE
254687106DISDISNEY WALT CO$24.6M0.32%247,956CommonSOLE
30231G102XOMEXXON MOBIL CORP$24.5M0.32%213,130CommonSOLE
149123101CATCATERPILLAR INC$24.1M0.31%72,319CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$23.9M0.31%109,375CommonSOLE
03662Q105AKXANSYS INC$23.0M0.30%71,677CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$22.7M0.29%314,883CommonSOLE
M7S64H106MNDYMONDAY COM LTD$22.4M0.29%92,920CommonSOLE
668771108GENGEN DIGITAL INC$21.0M0.27%841,741CommonSOLE
92826C839VVISA INC$21.0M0.27%80,016CommonSOLE
12572Q105CMECME GROUP INC$19.9M0.26%101,422CommonSOLE
574599106MASMASCO CORP$19.9M0.26%298,786CommonSOLE
038222105AMATAPPLIED MATLS INC$19.7M0.26%83,665CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$19.7M0.25%20,302CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$19.5M0.25%50,950CommonSOLE
375558103GILDGILEAD SCIENCES INC$19.3M0.25%281,452CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$18.8M0.24%135,974CommonSOLE
G8473T100STESTERIS PLC$18.8M0.24%85,442CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$18.2M0.24%38,955CommonSOLE
191216100KOCOCA COLA CO$18.2M0.24%285,773CommonSOLE
576323109MTZMASTEC INC$18.2M0.24%170,008CommonSOLE
03831W108APPAPPLOVIN CORP$17.7M0.23%212,893CommonSOLE
437076102HDHOME DEPOT INC$17.4M0.22%50,441CommonSOLE
150870103CECELANESE CORP DEL$17.3M0.22%128,478CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$17.1M0.22%282,166CommonSOLE
58933Y105MRKMERCK & CO INC$17.0M0.22%137,645CommonSOLE
579780206MKCMCCORMICK & CO INC$17.0M0.22%239,648CommonSOLE
37045V100GMGENERAL MTRS CO$16.9M0.22%363,397CommonSOLE
40434L105HPQHP INC$16.7M0.22%475,534CommonSOLE
436440101HO1HOLOGIC INC$16.4M0.21%221,288CommonSOLE
302491303FMCFMC CORP$16.4M0.21%284,505CommonSOLE
609207105MDLZMONDELEZ INTL INC$16.3M0.21%249,224CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$16.2M0.21%360,764CommonSOLE
565849106MRO*MARATHON OIL CORP$16.2M0.21%565,062CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$16.1M0.21%67,924CommonSOLE
17275R102CSCOCISCO SYS INC$16.1M0.21%338,074CommonSOLE
64110D104NTAPNETAPP INC$15.9M0.21%123,501CommonSOLE
315616102FFIVF5 INC$15.9M0.21%92,161CommonSOLE
205887102CAGCONAGRA BRANDS INC$15.9M0.21%558,460CommonSOLE
64110L106NFLXNETFLIX INC$15.7M0.20%23,284CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$15.4M0.20%144,925CommonSOLE
87612E106TGTTARGET CORP$15.4M0.20%104,266CommonSOLE
876030107TPRTAPESTRY INC$15.4M0.20%359,836CommonSOLE
443201108HWMHOWMET AEROSPACE INC$15.3M0.20%197,530CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$15.2M0.20%47,593CommonSOLE
115236101BROBROWN & BROWN INC$15.1M0.20%168,756CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$15.0M0.19%108,371CommonSOLE
68622V106OGNORGANON & CO$14.7M0.19%712,186CommonSOLE
941848103WATWATERS CORP$14.6M0.19%50,375CommonSOLE
00206R102TAT&T INC$14.5M0.19%758,900CommonSOLE
368736104GNRCGENERAC HLDGS INC$14.5M0.19%109,436CommonSOLE
125523100CITHE CIGNA GROUP$14.4M0.19%43,419CommonSOLE
548661107LOWLOWES COS INC$14.3M0.19%64,953CommonSOLE
90384S303ULTAULTA BEAUTY INC$14.3M0.18%37,010CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$14.3M0.18%148,237CommonSOLE
219948106CPAYCORPAY INC$14.2M0.18%53,429CommonSOLE
858586100SCLSTEPAN CO$14.2M0.18%168,822CommonSOLE
911363109URIUNITED RENTALS INC$14.1M0.18%21,809CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$14.0M0.18%101,292CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$14.0M0.18%524,180CommonSOLE
62886E108VYXNCR VOYIX CORPORATION$13.9M0.18%1,128,102CommonSOLE
278865100ECLECOLAB INC$13.9M0.18%58,432CommonSOLE
49177J102KVUEKENVUE INC$13.9M0.18%763,373CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$13.7M0.18%52,225CommonSOLE
03743Q108APAAPA CORPORATION$13.7M0.18%464,349CommonSOLE
929042109VNOVORNADO RLTY TR$13.7M0.18%519,386CommonSOLE
337738108FISVFISERV INC$13.6M0.18%91,488CommonSOLE
893641100TDGTRANSDIGM GROUP INC$13.6M0.18%10,616CommonSOLE
501889208LKQLKQ CORP$13.5M0.18%325,063CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13.4M0.17%30,292CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$13.3M0.17%91,380CommonSOLE
79466L302CRMSALESFORCE INC$13.3M0.17%51,695CommonSOLE
72703H101PLNTPLANET FITNESS INC$13.2M0.17%180,027CommonSOLE
185899101CLFCLEVELAND-CLIFFS INC NEW$13.2M0.17%857,266CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$13.0M0.17%15,839CommonSOLE
742718109PGPROCTER AND GAMBLE CO$13.0M0.17%78,861CommonSOLE
81762P102NOWSERVICENOW INC$13.0M0.17%16,513CommonSOLE
577081102MATMATTEL INC$12.9M0.17%794,556CommonSOLE
751212101RLRALPH LAUREN CORP$12.9M0.17%73,511CommonSOLE
872590104TMUST-MOBILE US INC$12.8M0.17%72,838CommonSOLE
681919106OMCOMNICOM GROUP INC$12.7M0.17%142,110CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$12.7M0.16%74,821CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$12.7M0.16%308,343CommonSOLE
20030N101CMCSACOMCAST CORP NEW$12.6M0.16%322,020CommonSOLE
099724106BWABORGWARNER INC$12.4M0.16%386,022CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$12.4M0.16%3,123CommonSOLE
G29183103ETNEATON CORP PLC$12.4M0.16%39,428CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$12.4M0.16%41,567CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$12.3M0.16%114,369CommonSOLE
45687V106IRINGERSOLL RAND INC$12.3M0.16%135,628CommonSOLE
74758T303QLYSQUALYS INC$12.3M0.16%86,021CommonSOLE
580135101MCDMCDONALDS CORP$12.3M0.16%48,126CommonSOLE
146869102CVNACARVANA CO$12.2M0.16%94,947CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$12.2M0.16%39,598CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$12.2M0.16%60,197CommonSOLE
26875P101EOGEOG RES INC$12.2M0.16%96,559CommonSOLE
58155Q103MCKMCKESSON CORP$12.1M0.16%20,691CommonSOLE
370334104GISGENERAL MLS INC$12.1M0.16%190,719CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$12.0M0.16%413,789CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$12.0M0.16%101,711CommonSOLE
931142103WMTWALMART INC$12.0M0.15%176,709CommonSOLE
42226K105HRHEALTHCARE RLTY TR$11.9M0.15%724,984CommonSOLE
695156109PKGPACKAGING CORP AMER$11.9M0.15%65,383CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.9M0.15%286,838CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$11.9M0.15%163,545CommonSOLE
001055102AFLAFLAC INC$11.9M0.15%132,968CommonSOLE
68389X105ORCLORACLE CORP$11.9M0.15%84,077CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$11.8M0.15%21,282CommonSOLE
487836108KKELLANOVA$11.7M0.15%203,596CommonSOLE
247361702DALDELTA AIR LINES INC DEL$11.7M0.15%246,036CommonSOLE
969904101WSMWILLIAMS SONOMA INC$11.7M0.15%41,322CommonSOLE
464288257ACWIISHARES TR$11.6M0.15%103,203CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.6M0.15%24,711CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$11.6M0.15%133,564CommonSOLE
88033G407THCTENET HEALTHCARE CORP$11.6M0.15%86,823CommonSOLE
023436108AMEDAMEDISYS INC$11.5M0.15%125,059CommonSOLE
92343E102VRSNVERISIGN INC$11.5M0.15%64,431CommonSOLE
693506107PPGPPG INDS INC$11.4M0.15%90,561CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$11.4M0.15%10,674CommonSOLE
74736K101QRVOQORVO INC$11.3M0.15%97,526CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$11.3M0.15%147,513CommonSOLE
872540109TJXTJX COS INC NEW$11.3M0.15%102,402CommonSOLE
806857108SLBSCHLUMBERGER LTD$11.3M0.15%238,456CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$11.2M0.15%83,060CommonSOLE
001084102AGCOAGCO CORP$11.2M0.14%114,186CommonSOLE
718172109PMPHILIP MORRIS INTL INC$11.2M0.14%110,157CommonSOLE
460146103IPINTERNATIONAL PAPER CO$11.1M0.14%257,619CommonSOLE
690742101OCOWENS CORNING NEW$11.1M0.14%63,674CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$11.1M0.14%110,290CommonSOLE
500754106KHCKRAFT HEINZ CO$11.0M0.14%342,352CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$11.0M0.14%215,480CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10.9M0.14%21,647CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$10.9M0.14%141,798CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10.9M0.14%36,009CommonSOLE
070830104BBWIBATH & BODY WORKS INC$10.9M0.14%277,978CommonSOLE
372460105GPCGENUINE PARTS CO$10.9M0.14%78,470CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$10.8M0.14%291,532CommonSOLE
92338C103VLTOVERALTO CORP$10.8M0.14%113,342CommonSOLE
532457108LLYELI LILLY & CO$10.8M0.14%11,949CommonSOLE
457187102INGRINGREDION INC$10.8M0.14%94,281CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$10.8M0.14%243,079CommonSOLE
922908736VUGVANGUARD INDEX FDS$10.8M0.14%28,819CommonSOLE
291011104EMREMERSON ELEC CO$10.8M0.14%97,733CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$10.8M0.14%322,249CommonSOLE
15135B101CNCCENTENE CORP DEL$10.7M0.14%161,657CommonSOLE
74340W103PLDPROLOGIS INC.$10.7M0.14%95,071CommonSOLE
482480100KLACKLA CORP$10.7M0.14%12,940CommonSOLE
235851102DHRDANAHER CORPORATION$10.7M0.14%42,645CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$10.6M0.14%308,997CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$10.6M0.14%110,460CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$10.6M0.14%51,123CommonSOLE
311900104FASTFASTENAL CO$10.5M0.14%167,784CommonSOLE
571903202MARMARRIOTT INTL INC NEW$10.5M0.14%43,516CommonSOLE
384802104GWWGRAINGER W W INC$10.5M0.14%11,622CommonSOLE
16359R103CHECHEMED CORP NEW$10.5M0.14%19,272CommonSOLE
G87110105FTITECHNIPFMC PLC$10.4M0.13%397,805CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$10.4M0.13%140,122CommonSOLE
92556V106VTRSVIATRIS INC$10.3M0.13%972,969CommonSOLE
02209S103MOALTRIA GROUP INC$10.3M0.13%225,124CommonSOLE
29084Q100EMEEMCOR GROUP INC$10.2M0.13%27,939CommonSOLE
760759100RSGREPUBLIC SVCS INC$10.2M0.13%52,412CommonSOLE
574795100MASIMASIMO CORP$10.2M0.13%80,759CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10.1M0.13%61,517CommonSOLE
166764100CVXCHEVRON CORP NEW$10.1M0.13%64,422CommonSOLE
515098101LSTRLANDSTAR SYS INC$10.1M0.13%54,600CommonSOLE
G02602103DOXAMDOCS LTD$10.1M0.13%127,574CommonSOLE
464287242LQDISHARES TR$10.1M0.13%93,930CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$10.1M0.13%160,517CommonSOLE
89055F103BLDTOPBUILD CORP$10.0M0.13%25,883CommonSOLE
615369105MCOMOODYS CORP$10.0M0.13%23,669CommonSOLE
443510607HUBBHUBBELL INC$9.9M0.13%26,979CommonSOLE
705573103PEGAPEGASYSTEMS INC$9.8M0.13%161,721CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$9.8M0.13%50,344CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$9.8M0.13%262,038CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$9.7M0.13%149,900CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$9.7M0.13%196,485CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9.7M0.13%204,200CommonSOLE
46982L108JJACOBS SOLUTIONS INC$9.7M0.13%69,247CommonSOLE
126408103CSXCSX CORP$9.7M0.13%289,110CommonSOLE
595112103MUMICRON TECHNOLOGY INC$9.6M0.12%73,220CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.6M0.12%11,321CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$9.5M0.12%61,094CommonSOLE
942622200WSOWATSCO INC$9.5M0.12%20,490CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$9.5M0.12%58,484CommonSOLE
883203101TXTTEXTRON INC$9.5M0.12%110,422CommonSOLE
032095101APHAMPHENOL CORP NEW$9.5M0.12%140,709CommonSOLE
632307104NTRANATERA INC$9.4M0.12%86,417CommonSOLE
22052L104CTVACORTEVA INC$9.4M0.12%173,458CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$9.3M0.12%186,314CommonSOLE
198516106COLMCOLUMBIA SPORTSWEAR CO$9.3M0.12%117,402CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$9.2M0.12%104,614CommonSOLE
75513E101RTXRTX CORPORATION$9.2M0.12%91,768CommonSOLE
871829107SYYSYSCO CORP$9.2M0.12%128,849CommonSOLE
808625107SAICSCIENCE APPLICATIONS INTL CO$9.2M0.12%78,236CommonSOLE
466313103JBLJABIL INC$9.2M0.12%84,461CommonSOLE
771049103RBLXROBLOX CORP$9.2M0.12%246,453CommonSOLE
20825C104COPCONOCOPHILLIPS$9.1M0.12%79,470CommonSOLE
H2906T109GRMNGARMIN LTD$9.0M0.12%55,299CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9.0M0.12%451,579CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$8.9M0.12%10,918CommonSOLE
565394103CARTMAPLEBEAR INC$8.9M0.12%277,740CommonSOLE
217204106CPRTCOPART INC$8.9M0.11%163,660CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$8.9M0.11%16,341CommonSOLE
680223104ORIOLD REP INTL CORP$8.8M0.11%286,407CommonSOLE
05329W102ANAUTONATION INC$8.8M0.11%55,468CommonSOLE
55306N104MKSIMKS INSTRS INC$8.8M0.11%67,664CommonSOLE
H1467J104CBCHUBB LIMITED$8.8M0.11%34,627CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$8.8M0.11%64,252CommonSOLE
882508104TXNTEXAS INSTRS INC$8.8M0.11%45,213CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$8.8M0.11%22,634CommonSOLE
02079K107GOOGALPHABET INC$8.7M0.11%47,538CommonSOLE
369604301GEGE AEROSPACE$8.7M0.11%54,810CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8.7M0.11%29,170CommonSOLE
00724F101ADBEADOBE INC$8.7M0.11%15,679CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$8.7M0.11%32,348CommonSOLE
G54950103LINLINDE PLC$8.7M0.11%19,830CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$8.7M0.11%15,396CommonSOLE
83444M101SOLVSOLVENTUM CORP$8.7M0.11%163,966CommonSOLE
260003108DOVDOVER CORP$8.6M0.11%47,785CommonSOLE
126650100CVSCVS HEALTH CORP$8.6M0.11%145,921CommonSOLE
23918K108DVADAVITA INC$8.6M0.11%62,147CommonSOLE
058498106BALLBALL CORP$8.6M0.11%143,265CommonSOLE
403949100DINOHF SINCLAIR CORP$8.6M0.11%160,463CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$8.6M0.11%31,075CommonSOLE
830566105SKAASKECHERS U S A INC$8.5M0.11%123,627CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8.5M0.11%115,903CommonSOLE
366651107ITGARTNER INC$8.5M0.11%18,969CommonSOLE
920253101VMIVALMONT INDS INC$8.5M0.11%30,876CommonSOLE
256163106DOCUDOCUSIGN INC$8.5M0.11%158,272CommonSOLE
761152107RMDRESMED INC$8.5M0.11%44,201CommonSOLE
731068102PIIPOLARIS INC$8.5M0.11%108,037CommonSOLE
30034W106EVRGEVERGY INC$8.5M0.11%159,559CommonSOLE
704326107PAYXPAYCHEX INC$8.4M0.11%70,965CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$8.4M0.11%27,993CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$8.4M0.11%52,117CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$8.3M0.11%41,615CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.3M0.11%18,711CommonSOLE
651587107NEUNEWMARKET CORP$8.3M0.11%16,116CommonSOLE
833034101SNASNAP ON INC$8.3M0.11%31,775CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$8.3M0.11%34,254CommonSOLE
714046109RVTYREVVITY INC$8.2M0.11%78,509CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$8.2M0.11%81,367CommonSOLE
907818108UNPUNION PAC CORP$8.1M0.11%35,882CommonSOLE
31428X106FDXFEDEX CORP$8.1M0.10%27,021CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$8.0M0.10%97,756CommonSOLE
60770K107MRNAMODERNA INC$8.0M0.10%67,402CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$8.0M0.10%323,535CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.0M0.10%82,087CommonSOLE
00287Y109ABBVABBVIE INC$7.9M0.10%46,082CommonSOLE
224408104CRCRANE COMPANY$7.9M0.10%54,256CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$7.9M0.10%32,947CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$7.9M0.10%47,344CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$7.8M0.10%443,706CommonSOLE
090572207BIOBIO RAD LABS INC$7.8M0.10%28,696CommonSOLE
29786A106ETSYETSY INC$7.8M0.10%132,548CommonSOLE
501044101KRKROGER CO$7.8M0.10%156,311CommonSOLE
56585A102MPCMARATHON PETE CORP$7.8M0.10%44,870CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$7.7M0.10%98,699CommonSOLE
608190104MHKMOHAWK INDS INC$7.7M0.10%67,684CommonSOLE
553530106MSMMSC INDL DIRECT INC$7.7M0.10%96,907CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$7.7M0.10%426,424CommonSOLE
526107107LIILENNOX INTL INC$7.7M0.10%14,307CommonSOLE
143130102KMXCARMAX INC$7.6M0.10%104,267CommonSOLE
G7S00T104PNRPENTAIR PLC$7.6M0.10%99,567CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$7.6M0.10%37,509CommonSOLE
45168D104IDXXIDEXX LABS INC$7.6M0.10%15,660CommonSOLE
546347105LPXLOUISIANA PAC CORP$7.6M0.10%92,541CommonSOLE
418056107HASHASBRO INC$7.6M0.10%130,169CommonSOLE
988498101YUMYUM BRANDS INC$7.6M0.10%57,453CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7.6M0.10%128,222CommonSOLE
521865204LEALEAR CORP$7.6M0.10%66,370CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$7.6M0.10%99,791CommonSOLE
086516101BBYBEST BUY INC$7.5M0.10%89,086CommonSOLE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$7.5M0.10%2,651,728CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7.5M0.10%69,051CommonSOLE
032654105ADIANALOG DEVICES INC$7.5M0.10%32,808CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$7.5M0.10%266,630CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.4M0.10%47,487CommonSOLE
34354P105FLSFLOWSERVE CORP$7.4M0.10%153,664CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.4M0.10%42,727CommonSOLE
278642103EBAYEBAY INC.$7.3M0.10%136,807CommonSOLE
896945201TRIPTRIPADVISOR INC$7.3M0.09%410,568CommonSOLE
75524B104RBCRBC BEARINGS INC$7.3M0.09%26,993CommonSOLE
011659109ALKALASKA AIR GROUP INC$7.2M0.09%178,588CommonSOLE
62944T105NVRNVR INC$7.2M0.09%949CommonSOLE
95082P105WCCWESCO INTL INC$7.2M0.09%45,110CommonSOLE
04621X108AIZASSURANT INC$7.1M0.09%42,869CommonSOLE
343498101FLOFLOWERS FOODS INC$7.1M0.09%320,957CommonSOLE
440452100HRLHORMEL FOODS CORP$7.1M0.09%233,549CommonSOLE
369550108GDGENERAL DYNAMICS CORP$7.1M0.09%24,504CommonSOLE
40412C101HCAHCA HEALTHCARE INC$7.1M0.09%22,106CommonSOLE
45073V108ITTITT INC$7.1M0.09%54,905CommonSOLE
78464A367SPLBSPDR SER TR$7.1M0.09%313,253CommonSOLE
29530P102ERIEERIE INDTY CO$7.0M0.09%19,350CommonSOLE
783549108RRYDER SYS INC$7.0M0.09%56,465CommonSOLE
929740108WABWABTEC$7.0M0.09%44,251CommonSOLE
257651109DCIDONALDSON INC$7.0M0.09%97,486CommonSOLE
96208T104WEXWEX INC$7.0M0.09%39,376CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$7.0M0.09%36,945CommonSOLE
63001N106NATLNCR ATLEOS CORPORATION$6.9M0.09%256,986CommonSOLE
46266C105IQVIQVIA HLDGS INC$6.9M0.09%32,764CommonSOLE
031162100AMGNAMGEN INC$6.9M0.09%22,140CommonSOLE
26969P108EXPEAGLE MATLS INC$6.9M0.09%31,806CommonSOLE
410867105THGHANOVER INS GROUP INC$6.9M0.09%54,721CommonSOLE
831865209AOSSMITH A O CORP$6.8M0.09%83,664CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$6.8M0.09%84,802CommonSOLE
H11356104BGBUNGE GLOBAL SA$6.8M0.09%63,628CommonSOLE
00912X302ALAIR LEASE CORP$6.8M0.09%142,692CommonSOLE
053332102AZOAUTOZONE INC$6.7M0.09%2,277CommonSOLE
780287108RGLDROYAL GOLD INC$6.7M0.09%53,905CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$6.7M0.09%25,993CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$6.7M0.09%68,457CommonSOLE
297178105ESSESSEX PPTY TR INC$6.7M0.09%24,674CommonSOLE
518439104ELLAUDER ESTEE COS INC$6.7M0.09%63,097CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.6M0.09%19,579CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6.6M0.09%43,635CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$6.6M0.09%24,515CommonSOLE
88579Y101MMM3M CO$6.5M0.08%63,954CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$6.5M0.08%308,287CommonSOLE
444859102HUMHUMANA INC$6.5M0.08%17,263CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.4M0.08%12,615CommonSOLE
12514G108CDWCDW CORP$6.4M0.08%28,689CommonSOLE
35137L105FOXAFOX CORP$6.4M0.08%186,459CommonSOLE
036752103ELVELEVANCE HEALTH INC$6.4M0.08%11,813CommonSOLE
23345M107DTMDT MIDSTREAM INC$6.4M0.08%89,880CommonSOLE
406216101HALHALLIBURTON CO$6.4M0.08%188,667CommonSOLE
192422103CGNXCOGNEX CORP$6.4M0.08%136,173CommonSOLE
46284V101IRMIRON MTN INC DEL$6.4M0.08%71,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.4M0.08%14,238CommonSOLE
26210C104DBXDROPBOX INC$6.3M0.08%281,562CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$6.3M0.08%35,741CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$6.3M0.08%52,587CommonSOLE
718546104PSXPHILLIPS 66$6.2M0.08%44,049CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.2M0.08%67,893CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$6.2M0.08%41,009CommonSOLE
302941109FCNFTI CONSULTING INC$6.2M0.08%28,783CommonSOLE
48242W106KBRKBR INC$6.2M0.08%96,360CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$6.2M0.08%45,074CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6.1M0.08%20,816CommonSOLE
922908744VTVVANGUARD INDEX FDS$6.1M0.08%37,876CommonSOLE
05478C105AZEKAZEK CO INC$6.1M0.08%144,056CommonSOLE
233331107DTEDTE ENERGY CO$6.1M0.08%54,551CommonSOLE
018802108LNTALLIANT ENERGY CORP$6.1M0.08%118,933CommonSOLE
902494103TSNTYSON FOODS INC$6.1M0.08%105,896CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$6.0M0.08%48,926CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$6.0M0.08%193,883CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$6.0M0.08%91,723CommonSOLE
922908363VOOVANGUARD INDEX FDS$6.0M0.08%11,979CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$6.0M0.08%5,700CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$6.0M0.08%28,443CommonSOLE
03073E105CORCENCORA INC$6.0M0.08%26,516CommonSOLE
69351T106PPLPPL CORP$5.9M0.08%215,097CommonSOLE
858119100STLDSTEEL DYNAMICS INC$5.9M0.08%45,663CommonSOLE
23804L103DDOGDATADOG INC$5.9M0.08%45,589CommonSOLE
866674104SUISUN CMNTYS INC$5.9M0.08%49,109CommonSOLE
231021106CMICUMMINS INC$5.9M0.08%21,302CommonSOLE
89400J107TRUTRANSUNION$5.9M0.08%79,544CommonSOLE
88160R101TSLATESLA INC$5.9M0.08%29,739CommonSOLE
231561101CWCURTISS WRIGHT CORP$5.8M0.08%21,454CommonSOLE
98419M100XYLXYLEM INC$5.8M0.08%42,817CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$5.8M0.08%87,807CommonSOLE
871607107SNPSSYNOPSYS INC$5.8M0.08%9,753CommonSOLE
228368106CCKCROWN HLDGS INC$5.8M0.07%77,649CommonSOLE
461202103INTUINTUIT$5.7M0.07%8,709CommonSOLE
61945C103MOSMOSAIC CO NEW$5.7M0.07%197,021CommonSOLE
30161Q104EXELEXELIXIS INC$5.7M0.07%253,204CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5.7M0.07%48,384CommonSOLE
983134107WYNNWYNN RESORTS LTD$5.7M0.07%63,345CommonSOLE
103304101BYDBOYD GAMING CORP$5.7M0.07%102,677CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.7M0.07%116,274CommonSOLE
09247X101BLKCHFBLACKROCK INC$5.6M0.07%7,156CommonSOLE
830879102SKYWSKYWEST INC$5.6M0.07%68,208CommonSOLE
053611109AVYAVERY DENNISON CORP$5.6M0.07%25,560CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$5.6M0.07%22,679CommonSOLE
71880K101PHINPHINIA INC$5.6M0.07%141,757CommonSOLE
L44385109GLOBGLOBANT S A$5.6M0.07%31,261CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$5.6M0.07%205,074CommonSOLE
30063P105EXKEXACT SCIENCES CORP$5.6M0.07%131,549CommonSOLE
759509102RSRELIANCE INC$5.5M0.07%19,396CommonSOLE
91332U101UUNITY SOFTWARE INC$5.5M0.07%339,756CommonSOLE
09062X103BIIBBIOGEN INC$5.5M0.07%23,557CommonSOLE
172908105CTASCINTAS CORP$5.4M0.07%7,779CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$5.4M0.07%48,291CommonSOLE
252131107DXCMDEXCOM INC$5.4M0.07%47,880CommonSOLE
060505104BACBANK AMERICA CORP$5.4M0.07%135,970CommonSOLE
244199105DEDEERE & CO$5.4M0.07%14,428CommonSOLE
67059N108NTNXNUTANIX INC$5.4M0.07%94,567CommonSOLE
817565104SCISERVICE CORP INTL$5.4M0.07%75,503CommonSOLE
013091103ACIALBERTSONS COS INC$5.4M0.07%271,029CommonSOLE
184496107CLHCLEAN HARBORS INC$5.3M0.07%23,582CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$5.3M0.07%105,039CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5.3M0.07%40,052CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.3M0.07%38,279CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$5.3M0.07%130,721CommonSOLE
892672106TWTRADEWEB MKTS INC$5.3M0.07%49,645CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5.2M0.07%66,709CommonSOLE
91879Q109MTNVAIL RESORTS INC$5.2M0.07%29,038CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$5.2M0.07%34,614CommonSOLE
654106103NKENIKE INC$5.2M0.07%68,922CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$5.2M0.07%197,374CommonSOLE
745867101PHMPULTE GROUP INC$5.1M0.07%46,663CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$5.1M0.07%35,784CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$5.1M0.07%33,362CommonSOLE
29977A105EVREVERCORE INC$5.1M0.07%24,236CommonSOLE
887389104TKRTIMKEN CO$5.0M0.06%62,623CommonSOLE
537008104LFUSLITTELFUSE INC$5.0M0.06%19,627CommonSOLE
031100100AMEAMETEK INC$5.0M0.06%30,078CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5.0M0.06%142,556CommonSOLE
655663102NDSNNORDSON CORP$5.0M0.06%21,498CommonSOLE
30161N101EXCEXELON CORP$4.9M0.06%142,796CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.9M0.06%24,296CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4.9M0.06%75,916CommonSOLE
778296103ROSTROSS STORES INC$4.9M0.06%33,838CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$4.9M0.06%75,540CommonSOLE
928881101VNTVONTIER CORPORATION$4.9M0.06%127,771CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$4.9M0.06%61,004CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.9M0.06%11,174CommonSOLE
92276F100VTRVENTAS INC$4.9M0.06%94,780CommonSOLE
45337C102INCYINCYTE CORP$4.9M0.06%80,137CommonSOLE
749607107RLIRLI CORP$4.8M0.06%34,366CommonSOLE
268150109DTDYNATRACE INC$4.8M0.06%107,850CommonSOLE
832696405SJMSMUCKER J M CO$4.8M0.06%44,013CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$4.8M0.06%63,675CommonSOLE
885160101THOTHOR INDS INC$4.8M0.06%51,305CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC$4.8M0.06%48,215CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.7M0.06%23,538CommonSOLE
72352L106PINSPINTEREST INC$4.7M0.06%106,403CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.7M0.06%14,171CommonSOLE
G0403H108AONAON PLC$4.6M0.06%15,798CommonSOLE
835495102SONSONOCO PRODS CO$4.6M0.06%91,303CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$4.6M0.06%60,984CommonSOLE
74624M102PPURE STORAGE INC$4.6M0.06%72,083CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$4.6M0.06%72,972CommonSOLE
82452J109FOURSHIFT4 PMTS INC$4.6M0.06%62,291CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$4.6M0.06%31,870CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$4.5M0.06%117,473CommonSOLE
682189105ONON SEMICONDUCTOR CORP$4.5M0.06%65,936CommonSOLE
697900108PAASPAN AMERN SILVER CORP$4.5M0.06%226,056CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4.5M0.06%11,617CommonSOLE
465741106ITRIITRON INC$4.5M0.06%45,125CommonSOLE
29444U700EQIXEQUINIX INC$4.5M0.06%5,889CommonSOLE
48251W104KKRKKR & CO INC$4.4M0.06%41,947CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$4.4M0.06%90,174CommonSOLE
756109104OREALTY INCOME CORP$4.3M0.06%82,343CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4.3M0.06%16,107CommonSOLE
49446R109KIMKIMCO RLTY CORP$4.3M0.06%220,996CommonSOLE
74762E102QUREQUANTA SVCS INC$4.3M0.06%16,837CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$4.3M0.06%13,827CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4.3M0.06%36,907CommonSOLE
464287804IJRISHARES TR$4.2M0.05%39,789CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.2M0.05%71,349CommonSOLE
540424108LLOEWS CORP$4.2M0.05%56,691CommonSOLE
Y2106R110LPGDORIAN LPG LTD$4.2M0.05%100,582CommonSOLE
912008109USFDUS FOODS HLDG CORP$4.2M0.05%78,984CommonSOLE
596278101MIDDMIDDLEBY CORP$4.2M0.05%34,086CommonSOLE
74935Q107RBARB GLOBAL INC$4.2M0.05%54,485CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$4.2M0.05%137,522CommonSOLE
00090Q103ADTADT INC DEL$4.1M0.05%545,639CommonSOLE
95058W100WENWENDYS CO$4.1M0.05%244,493CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$4.1M0.05%161,646CommonSOLE
11284V105BROOKFIELD RENEWABLE CORP$4.1M0.05%144,869CommonSOLE
15135U109CVECENOVUS ENERGY INC$4.1M0.05%207,794CommonSOLE
92840M102VSTVISTRA CORP$4.1M0.05%47,220CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$4.1M0.05%32,223CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$4.1M0.05%19,755CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$4.0M0.05%207,501CommonSOLE
071813109BAXBAXTER INTL INC$4.0M0.05%120,097CommonSOLE
100557107SAMBOSTON BEER INC$4.0M0.05%13,102CommonSOLE
172755100CRUSCIRRUS LOGIC INC$4.0M0.05%31,106CommonSOLE
237266101DARDARLING INGREDIENTS INC$4.0M0.05%108,015CommonSOLE
749685103RPMRPM INTL INC$4.0M0.05%36,712CommonSOLE
457985208IARTINTEGRA LIFESCIENCES HLDGS C$3.9M0.05%135,152CommonSOLE
896239100TRMBTRIMBLE INC$3.9M0.05%69,722CommonSOLE
90184D100TWSTTWIST BIOSCIENCE CORP$3.9M0.05%79,052CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$3.9M0.05%98,011CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$3.9M0.05%113,838CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$3.9M0.05%61,553CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$3.9M0.05%31,499CommonSOLE
29415F104NVSTENVISTA HOLDINGS CORPORATION$3.8M0.05%230,713CommonSOLE
90353W103UIUBIQUITI INC$3.8M0.05%26,166CommonSOLE

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.