MondegarAI
O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Q2 2024 · 13F-HR

O'SHAUGHNESSY ASSET MANAGEMENT, LLCholdings as filed

Filed 2024-08-14 · accession 0001423442-24-000010

$9.68B
Reported value
1,960
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1960

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$332.3M3.43%743,488CommonSOLE
037833100AAPLAPPLE INC$276.4M2.85%1,312,324CommonSOLE
67066G104NVDANVIDIA CORPORATION$252.7M2.61%2,045,174CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$244.9M2.53%400CommonSOLE
023135106AMZNAMAZON COM INC$143.1M1.48%740,604CommonSOLE
464287226AGGISHARES TR$142.5M1.47%1,468,075CommonSOLE
02079K305GOOGLALPHABET INC$104.7M1.08%575,010CommonSOLE
532457108LLYELI LILLY & CO$96.0M0.99%106,059CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$95.7M0.99%473,264CommonSOLE
30303M102METAMETA PLATFORMS INC$90.0M0.93%178,485CommonSOLE
02209S103MOALTRIA GROUP INC$88.7M0.92%1,947,374CommonSOLE
11135F101AVGOBROADCOM INC$87.1M0.90%54,280CommonSOLE
56585A102MPCMARATHON PETE CORP$83.7M0.86%482,213CommonSOLE
02079K107GOOGALPHABET INC$80.5M0.83%439,106CommonSOLE
46429B747STIPISHARES TR$75.7M0.78%761,196CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$74.8M0.77%183,792CommonSOLE
478160104JNJJOHNSON & JOHNSON$74.0M0.76%506,561CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$69.6M0.72%17,571CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$69.3M0.72%256,947CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$69.3M0.72%1,679,339CommonSOLE
20030N101CMCSACOMCAST CORP NEW$68.5M0.71%1,749,147CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$68.0M0.70%675,889CommonSOLE
92826C839VVISA INC$66.2M0.68%252,065CommonSOLE
91913Y100VLOVALERO ENERGY CORP$62.6M0.65%399,464CommonSOLE
949746101WMT2WELLS FARGO CO NEW$62.3M0.64%1,048,922CommonSOLE
858119100STLDSTEEL DYNAMICS INC$61.0M0.63%470,821CommonSOLE
742718109PGPROCTER AND GAMBLE CO$60.6M0.63%367,667CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$60.3M0.62%129,163CommonSOLE
931142103WMTWALMART INC$60.1M0.62%886,986CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$58.8M0.61%424,544CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$57.4M0.59%67,481CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$57.1M0.59%328,701CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$55.0M0.57%1,164,987CommonSOLE
30231G102XOMEXXON MOBIL CORP$53.7M0.55%466,642CommonSOLE
380237107GDDYGODADDY INC$51.6M0.53%369,033CommonSOLE
437076102HDHOME DEPOT INC$48.5M0.50%140,748CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$48.4M0.50%651,681CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$46.8M0.48%374,925CommonSOLE
464288646IGSBISHARES TR$44.2M0.46%862,684CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$44.0M0.45%86,377CommonSOLE
482480100KLACKLA CORP$43.7M0.45%53,012CommonSOLE
060505104BACBANK AMERICA CORP$41.6M0.43%1,045,046CommonSOLE
548661107LOWLOWES COS INC$41.4M0.43%187,859CommonSOLE
001055102AFLAFLAC INC$40.5M0.42%453,990CommonSOLE
68389X105ORCLORACLE CORP$40.4M0.42%286,056CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$39.1M0.40%88,573CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$39.0M0.40%396,350CommonSOLE
88579Y101MMM3M CO$37.7M0.39%369,388CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$37.2M0.38%461,755CommonSOLE
58933Y105MRKMERCK & CO INC$36.9M0.38%297,842CommonSOLE
670100205NVONOVO-NORDISK A S$36.0M0.37%252,465CommonSOLE
745867101PHMPULTE GROUP INC$35.9M0.37%326,114CommonSOLE
75513E101RTXRTX CORPORATION$35.7M0.37%355,193CommonSOLE
125523100CITHE CIGNA GROUP$35.4M0.37%107,028CommonSOLE
086516101BBYBEST BUY INC$34.8M0.36%413,079CommonSOLE
464288679SHVISHARES TR$34.8M0.36%314,554CommonSOLE
20825C104COPCONOCOPHILLIPS$34.2M0.35%299,009CommonSOLE
40434L105HPQHP INC$33.9M0.35%967,048CommonSOLE
58155Q103MCKMCKESSON CORP$33.9M0.35%57,964CommonSOLE
370334104GISGENERAL MLS INC$33.8M0.35%534,013CommonSOLE
00724F101ADBEADOBE INC$33.2M0.34%59,688CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$33.1M0.34%73,195CommonSOLE
127097103CTRACOTERRA ENERGY INC$33.1M0.34%1,240,379CommonSOLE
464287242LQDISHARES TR$32.9M0.34%306,946CommonSOLE
64110L106NFLXNETFLIX INC$32.7M0.34%48,505CommonSOLE
872590104TMUST-MOBILE US INC$32.7M0.34%185,387CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$32.5M0.34%541,936CommonSOLE
780087102RYROYAL BK CDA$31.9M0.33%299,351CommonSOLE
56501R106MFCMANULIFE FINL CORP$31.6M0.33%1,186,277CommonSOLE
278642103EBAYEBAY INC.$31.4M0.32%583,611CommonSOLE
00287Y109ABBVABBVIE INC$30.9M0.32%180,316CommonSOLE
191216100KOCOCA COLA CO$30.6M0.32%480,708CommonSOLE
303250104FICOFAIR ISAAC CORP$29.8M0.31%20,044CommonSOLE
438516106HONHONEYWELL INTL INC$29.7M0.31%139,062CommonSOLE
166764100CVXCHEVRON CORP NEW$28.6M0.30%182,659CommonSOLE
149123101CATCATERPILLAR INC$28.4M0.29%85,271CommonSOLE
857477103STTSTATE STR CORP$27.7M0.29%374,034CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$27.2M0.28%208,116CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$27.2M0.28%174,769CommonSOLE
136385101CNQCANADIAN NAT RES LTD$27.0M0.28%758,569CommonSOLE
88160R101TSLATESLA INC$27.0M0.28%136,367CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$25.9M0.27%108,352CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$25.6M0.26%84,306CommonSOLE
747525103QCOMQUALCOMM INC$25.4M0.26%127,598CommonSOLE
031162100AMGNAMGEN INC$24.4M0.25%78,009CommonSOLE
713448108PEPPEPSICO INC$24.2M0.25%146,990CommonSOLE
79466L302CRMSALESFORCE INC$24.0M0.25%93,439CommonSOLE
369604301GEGE AEROSPACE$23.8M0.25%149,867CommonSOLE
690742101OCOWENS CORNING NEW$23.1M0.24%133,089CommonSOLE
17275R102CSCOCISCO SYS INC$22.7M0.23%477,670CommonSOLE
94106L109WMWASTE MGMT INC DEL$22.4M0.23%105,208CommonSOLE
172967424CCITIGROUP INC$22.4M0.23%352,820CommonSOLE
00206R102TAT&T INC$21.9M0.23%1,148,003CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$21.8M0.23%158,138CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$21.8M0.22%134,194CommonSOLE
907818108UNPUNION PAC CORP$21.5M0.22%94,966CommonSOLE
036752103ELVELEVANCE HEALTH INC$21.5M0.22%39,653CommonSOLE
580135101MCDMCDONALDS CORP$21.5M0.22%84,176CommonSOLE
038222105AMATAPPLIED MATLS INC$21.2M0.22%89,676CommonSOLE
464287440IEFISHARES TR$21.0M0.22%224,541CommonSOLE
N07059210ASMLASML HOLDING N V$21.0M0.22%20,543CommonSOLE
136375102CNICANADIAN NATL RY CO$21.0M0.22%177,693CommonSOLE
15101Q207CLSCELESTICA INC$20.7M0.21%360,757CommonSOLE
172908105CTASCINTAS CORP$20.5M0.21%29,331CommonSOLE
66987V109NVSNOVARTIS AG$20.4M0.21%191,503CommonSOLE
617446448MSMORGAN STANLEY$20.2M0.21%207,473CommonSOLE
03831W108APPAPPLOVIN CORP$20.1M0.21%241,203CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$20.1M0.21%526,704CommonSOLE
G29183103ETNEATON CORP PLC$20.0M0.21%63,896CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$20.0M0.21%482,226CommonSOLE
922908363VOOVANGUARD INDEX FDS$19.9M0.21%39,728CommonSOLE
78409V104SPGIS&P GLOBAL INC$19.1M0.20%42,885CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$19.0M0.20%93,315CommonSOLE
718172109PMPHILIP MORRIS INTL INC$18.8M0.19%185,199CommonSOLE
571903202MARMARRIOTT INTL INC NEW$18.5M0.19%76,612CommonSOLE
64110D104NTAPNETAPP INC$18.3M0.19%141,777CommonSOLE
461202103INTUINTUIT$18.2M0.19%27,718CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$17.4M0.18%138,228CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$17.4M0.18%31,959CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$17.4M0.18%179,046CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$17.2M0.18%124,489CommonSOLE
872540109TJXTJX COS INC NEW$17.2M0.18%156,382CommonSOLE
501044101KRKROGER CO$17.0M0.18%340,911CommonSOLE
882508104TXNTEXAS INSTRS INC$16.6M0.17%85,141CommonSOLE
G0250X107AMCRAMCOR PLC$16.5M0.17%1,686,094CommonSOLE
922908769VTIVANGUARD INDEX FDS$16.5M0.17%61,624CommonSOLE
35137L105FOXAFOX CORP$16.3M0.17%474,853CommonSOLE
759530108RELXRELX PLC$16.2M0.17%352,802CommonSOLE
H1467J104CBCHUBB LIMITED$16.2M0.17%63,442CommonSOLE
701094104PHPARKER-HANNIFIN CORP$16.2M0.17%31,991CommonSOLE
369550108GDGENERAL DYNAMICS CORP$16.0M0.16%55,055CommonSOLE
29084Q100EMEEMCOR GROUP INC$15.7M0.16%42,887CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$15.6M0.16%74,134CommonSOLE
464287457SHYISHARES TR$15.5M0.16%189,407CommonSOLE
002824100ABTABBOTT LABS$15.4M0.16%147,915CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$15.4M0.16%199,434CommonSOLE
254687106DISDISNEY WALT CO$15.3M0.16%154,086CommonSOLE
65339F101NEENEXTERA ENERGY INC$15.2M0.16%215,041CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$15.2M0.16%34,187CommonSOLE
803054204SAPSAP SE$15.2M0.16%75,173CommonSOLE
125269100CFCF INDS HLDGS INC$15.1M0.16%203,955CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$15.0M0.16%417,700CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$15.0M0.15%156,896CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.0M0.15%114,031CommonSOLE
81762P102NOWSERVICENOW INC$14.9M0.15%18,926CommonSOLE
609207105MDLZMONDELEZ INTL INC$14.5M0.15%221,478CommonSOLE
025816109AXPAMERICAN EXPRESS CO$14.4M0.15%62,320CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$14.4M0.15%26,034CommonSOLE
09247X101BLKCHFBLACKROCK INC$14.4M0.15%18,238CommonSOLE
98978V103ZTSZOETIS INC$14.3M0.15%82,416CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$14.1M0.15%13,281CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$14.0M0.14%1,579,190CommonSOLE
126408103CSXCSX CORP$14.0M0.14%418,017CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$13.9M0.14%80,318CommonSOLE
40412C101HCAHCA HEALTHCARE INC$13.8M0.14%42,961CommonSOLE
780259305SHELSHELL PLC$13.5M0.14%187,007CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$13.4M0.14%1,339,409CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$13.4M0.14%926,826CommonSOLE
744320102PRUPRUDENTIAL FINL INC$13.3M0.14%113,713CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$13.0M0.13%55,045CommonSOLE
G54950103LINLINDE PLC$13.0M0.13%29,555CommonSOLE
438128308HMCHONDA MOTOR LTD$12.9M0.13%398,871CommonSOLE
526057104LENLENNAR CORP$12.8M0.13%85,368CommonSOLE
464288661IEIISHARES TR$12.7M0.13%110,372CommonSOLE
464288414MUBISHARES TR$12.7M0.13%119,036CommonSOLE
H42097107UBSUBS GROUP AG$12.7M0.13%429,391CommonSOLE
704326107PAYXPAYCHEX INC$12.7M0.13%106,894CommonSOLE
235851102DHRDANAHER CORPORATION$12.6M0.13%50,476CommonSOLE
29250N105ENBENBRIDGE INC$12.5M0.13%352,699CommonSOLE
H11356104BGBUNGE GLOBAL SA$12.5M0.13%117,455CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$12.5M0.13%172,508CommonSOLE
063671101BMOBANK MONTREAL QUE$12.1M0.13%144,632CommonSOLE
37940X102GPNGLOBAL PMTS INC$12.1M0.12%124,792CommonSOLE
743315103PGRPROGRESSIVE CORP$12.0M0.12%57,875CommonSOLE
26875P101EOGEOG RES INC$12.0M0.12%95,036CommonSOLE
11271J107BNBROOKFIELD CORP$11.9M0.12%287,192CommonSOLE
863667101SYKSTRYKER CORPORATION$11.9M0.12%35,091CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$11.9M0.12%151,410CommonSOLE
891160509TDTORONTO DOMINION BK ONT$11.9M0.12%216,427CommonSOLE
902973304USBUS BANCORP DEL$11.9M0.12%299,557CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$11.9M0.12%38,511CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$11.8M0.12%656,980CommonSOLE
053332102AZOAUTOZONE INC$11.8M0.12%3,984CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$11.7M0.12%379,597CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$11.7M0.12%4,272,387CommonSOLE
G25508105CRHCRH PLC$11.6M0.12%154,910CommonSOLE
842587107SOSOUTHERN CO$11.6M0.12%149,461CommonSOLE
46090E103QQQINVESCO QQQ TR$11.6M0.12%24,112CommonSOLE
046353108AZNNASTRAZENECA PLC$11.5M0.12%147,015CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.4M0.12%24,395CommonSOLE
291011104EMREMERSON ELEC CO$11.3M0.12%102,373CommonSOLE
03076C106AMPAMERIPRISE FINL INC$11.2M0.12%26,325CommonSOLE
767204100RIORIO TINTO PLC$11.2M0.12%169,663CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$11.2M0.12%290,994CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$11.1M0.11%80,218CommonSOLE
911363109URIUNITED RENTALS INC$11.1M0.11%17,141CommonSOLE
760759100RSGREPUBLIC SVCS INC$11.1M0.11%56,990CommonSOLE
06738E204BCSBARCLAYS PLC$10.9M0.11%1,016,986CommonSOLE
871607107SNPSSYNOPSYS INC$10.7M0.11%18,018CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$10.7M0.11%70,556CommonSOLE
892331307TMTOYOTA MOTOR CORP$10.7M0.11%52,012CommonSOLE
466313103JBLJABIL INC$10.7M0.11%97,911CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10.5M0.11%27,324CommonSOLE
404280406HSBCHSBC HLDGS PLC$10.5M0.11%242,286CommonSOLE
453038408IMOIMPERIAL OIL LTD$10.5M0.11%154,363CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$10.5M0.11%9,929CommonSOLE
375558103GILDGILEAD SCIENCES INC$10.4M0.11%152,245CommonSOLE
639057207NWGNATWEST GROUP PLC$10.4M0.11%1,295,163CommonSOLE
464287200IVVISHARES TR$10.4M0.11%18,999CommonSOLE
231561101CWCURTISS WRIGHT CORP$10.4M0.11%38,208CommonSOLE
464287614IWFISHARES TR$10.3M0.11%28,146CommonSOLE
624756102MLIMUELLER INDS INC$10.2M0.11%179,753CommonSOLE
922908736VUGVANGUARD INDEX FDS$10.2M0.11%27,234CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$10.2M0.11%52,594CommonSOLE
G5960L103MDTMEDTRONIC PLC$10.1M0.10%128,197CommonSOLE
31428X106FDXFEDEX CORP$10.1M0.10%33,578CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$10.0M0.10%1,324,554CommonSOLE
922908512VOEVANGUARD INDEX FDS$10.0M0.10%66,192CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$9.8M0.10%32,891CommonSOLE
15135U109CVECENOVUS ENERGY INC$9.8M0.10%498,083CommonSOLE
231021106CMICUMMINS INC$9.8M0.10%35,316CommonSOLE
088606108BHPBHP GROUP LTD$9.8M0.10%171,067CommonSOLE
91912E105VALEVALE S A$9.8M0.10%874,307CommonSOLE
82509L107SHOPSHOPIFY INC$9.8M0.10%147,724CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.8M0.10%28,764CommonSOLE
969904101WSMWILLIAMS SONOMA INC$9.7M0.10%34,346CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$9.7M0.10%11,816CommonSOLE
96145D105WRKUSDWESTROCK CO$9.7M0.10%192,439CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$9.7M0.10%203,278CommonSOLE
670346105NUENUCOR CORP$9.6M0.10%60,919CommonSOLE
615369105MCOMOODYS CORP$9.6M0.10%22,820CommonSOLE
03073E105CORCENCORA INC$9.5M0.10%42,225CommonSOLE
25754A201DPZDOMINOS PIZZA INC$9.4M0.10%18,286CommonSOLE
922908751VBVANGUARD INDEX FDS$9.3M0.10%42,809CommonSOLE
717081103PFEPFIZER INC$9.3M0.10%333,440CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$9.3M0.10%92,983CommonSOLE
718546104PSXPHILLIPS 66$9.3M0.10%65,963CommonSOLE
759509102RSRELIANCE INC$9.3M0.10%32,486CommonSOLE
46434V407SHYGISHARES TR$9.2M0.09%217,714CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$9.2M0.09%97,919CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$9.1M0.09%90,437CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$9.1M0.09%44,150CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$9.1M0.09%105,507CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$9.0M0.09%425,911CommonSOLE
15135B101CNCCENTENE CORP DEL$9.0M0.09%135,351CommonSOLE
855244109SBUXSTARBUCKS CORP$8.8M0.09%112,930CommonSOLE
464287598IWDISHARES TR$8.8M0.09%50,245CommonSOLE
055622104BPBP PLC$8.7M0.09%242,264CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$8.7M0.09%47,630CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$8.7M0.09%175,686CommonSOLE
337738108FISVFISERV INC$8.7M0.09%58,196CommonSOLE
89151E109TTENTOTALENERGIES SE$8.6M0.09%129,532CommonSOLE
364760108GAPGAP INC$8.6M0.09%358,169CommonSOLE
032654105ADIANALOG DEVICES INC$8.6M0.09%37,466CommonSOLE
244199105DEDEERE & CO$8.5M0.09%22,735CommonSOLE
464287150ITOTISHARES TR$8.5M0.09%71,426CommonSOLE
020002101ALLALLSTATE CORP$8.4M0.09%52,544CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$8.4M0.09%49,316CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$8.4M0.09%420,784CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$8.3M0.09%32,200CommonSOLE
92556V106VTRSVIATRIS INC$8.3M0.09%782,134CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8.3M0.09%7,902CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$8.3M0.09%202,277CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.2M0.08%130,760CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.1M0.08%109,391CommonSOLE
22052L104CTVACORTEVA INC$8.0M0.08%148,185CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$7.9M0.08%379,130CommonSOLE
20854L108CEIXEURCONSOL ENERGY INC NEW$7.8M0.08%76,859CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.8M0.08%40,338CommonSOLE
443510607HUBBHUBBELL INC$7.8M0.08%21,444CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$7.8M0.08%584,320CommonSOLE
260557103DOWDOW INC$7.8M0.08%147,052CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$7.8M0.08%720,292CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$7.7M0.08%74,146CommonSOLE
48241A105KBKB FINL GROUP INC$7.6M0.08%134,720CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$7.6M0.08%581,786CommonSOLE
59156R108METMETLIFE INC$7.5M0.08%107,316CommonSOLE
681919106OMCOMNICOM GROUP INC$7.5M0.08%83,913CommonSOLE
464288521USRTISHARES TR$7.5M0.08%140,035CommonSOLE
62944T105NVRNVR INC$7.5M0.08%987CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$7.5M0.08%99,225CommonSOLE
695156109PKGPACKAGING CORP AMER$7.5M0.08%40,940CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.4M0.08%152,448CommonSOLE
74762E102QUREQUANTA SVCS INC$7.4M0.08%28,937CommonSOLE
74340W103PLDPROLOGIS INC.$7.2M0.07%64,008CommonSOLE
46432F339QUALISHARES TR$7.2M0.07%42,008CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$7.2M0.07%140,949CommonSOLE
48268K101KTKT CORP$7.1M0.07%519,390CommonSOLE
366651107ITGARTNER INC$7.1M0.07%15,776CommonSOLE
654106103NKENIKE INC$7.0M0.07%93,162CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$7.0M0.07%97,461CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$7.0M0.07%50,961CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$7.0M0.07%41,360CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$7.0M0.07%608,666CommonSOLE
278865100ECLECOLAB INC$6.9M0.07%29,076CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$6.9M0.07%20,928CommonSOLE
032095101APHAMPHENOL CORP NEW$6.9M0.07%101,888CommonSOLE
464287655IWMISHARES TR$6.8M0.07%33,639CommonSOLE
384802104GWWGRAINGER W W INC$6.7M0.07%7,449CommonSOLE
311900104FASTFASTENAL CO$6.7M0.07%106,082CommonSOLE
693718108PCARPACCAR INC$6.7M0.07%64,691CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$6.7M0.07%101,677CommonSOLE
608190104MHKMOHAWK INDS INC$6.6M0.07%58,530CommonSOLE
09260D107BXBLACKSTONE INC$6.6M0.07%53,692CommonSOLE
87612E106TGTTARGET CORP$6.6M0.07%44,533CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$6.6M0.07%24,381CommonSOLE
969457100WMBWILLIAMS COS INC$6.6M0.07%154,297CommonSOLE
57686G105MATXMATSON INC$6.5M0.07%49,955CommonSOLE
042735100ARWARROW ELECTRS INC$6.5M0.07%54,131CommonSOLE
85472N109STNSTANTEC INC$6.5M0.07%78,145CommonSOLE
722304102PDDPDD HOLDINGS INC$6.5M0.07%48,831CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.5M0.07%16,934CommonSOLE
92939U106WECWEC ENERGY GROUP INC$6.4M0.07%82,010CommonSOLE
D18190898DBDEUTSCHE BANK A G$6.4M0.07%402,857CommonSOLE
097023105BABOEING CO$6.4M0.07%35,275CommonSOLE
458140100INTCINTEL CORP$6.4M0.07%205,477CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$6.3M0.07%35,950CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$6.2M0.06%178,921CommonSOLE
959802109WUWESTERN UN CO$6.2M0.06%507,772CommonSOLE
91529Y106UNMUNUM GROUP$6.2M0.06%121,073CommonSOLE
191098102COKECOCA COLA CONS INC$6.1M0.06%5,609CommonSOLE
040413106ANETEURARISTA NETWORKS INC$6.1M0.06%17,331CommonSOLE
45104G104IBNICICI BANK LIMITED$6.0M0.06%209,885CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$5.9M0.06%64,662CommonSOLE
209115104EDCONSOLIDATED EDISON INC$5.9M0.06%66,029CommonSOLE
009066101ABNBAIRBNB INC$5.9M0.06%38,617CommonSOLE
G0403H108AONAON PLC$5.8M0.06%19,911CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.8M0.06%66,124CommonSOLE
Y8564W103TEEKAY CORPORATION$5.8M0.06%645,267CommonSOLE
456788108INFYINFOSYS LTD$5.8M0.06%308,932CommonSOLE
835699307SONYSONY GROUP CORP$5.7M0.06%67,630CommonSOLE
67077M108NTRNUTRIEN LTD$5.7M0.06%112,726CommonSOLE
686330101IXORIX CORP$5.7M0.06%51,360CommonSOLE
464287622IWBISHARES TR$5.7M0.06%19,065CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$5.7M0.06%36,752CommonSOLE
574599106MASMASCO CORP$5.6M0.06%84,180CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$5.6M0.06%37,213CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$5.6M0.06%30,104CommonSOLE
12514G108CDWCDW CORP$5.6M0.06%24,845CommonSOLE
680223104ORIOLD REP INTL CORP$5.5M0.06%178,976CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.5M0.06%40,367CommonSOLE
37733W204GSKGSK PLC$5.5M0.06%143,238CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.5M0.06%9,769CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$5.5M0.06%12,625CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$5.5M0.06%120,051CommonSOLE
749685103RPMRPM INTL INC$5.4M0.06%50,466CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$5.4M0.06%27,905CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$5.4M0.06%269,663CommonSOLE
12532H104GIBCGI INC$5.4M0.06%54,011CommonSOLE
89832Q109TFCTRUIST FINL CORP$5.3M0.05%136,899CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$5.3M0.05%71,560CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$5.3M0.05%21,483CommonSOLE
45867G101IDCCINTERDIGITAL INC$5.3M0.05%45,457CommonSOLE
703343103PATKPATRICK INDS INC$5.3M0.05%48,691CommonSOLE
806857108SLBSCHLUMBERGER LTD$5.3M0.05%111,772CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$5.3M0.05%5,438CommonSOLE
904767704UNILEVER PLC$5.2M0.05%94,931CommonSOLE
95040Q104WELLWELLTOWER INC$5.2M0.05%49,885CommonSOLE
456837103INGING GROEP N.V.$5.2M0.05%303,282CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$5.1M0.05%49,118CommonSOLE
254067101DDSDILLARDS INC$5.0M0.05%11,455CommonSOLE
55261F104MTBM & T BK CORP$5.0M0.05%33,251CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$5.0M0.05%106,122CommonSOLE
922908744VTVVANGUARD INDEX FDS$5.0M0.05%31,280CommonSOLE
733174700BPOPPOPULAR INC$5.0M0.05%56,386CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$4.9M0.05%15,743CommonSOLE
172062101CINFCINCINNATI FINL CORP$4.9M0.05%41,767CommonSOLE
778296103ROSTROSS STORES INC$4.9M0.05%33,905CommonSOLE
292104106ESRTEMPIRE ST RLTY TR INC$4.9M0.05%525,108CommonSOLE
464288240ACWXISHARES TR$4.9M0.05%92,503CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$4.9M0.05%2,910CommonSOLE
N82405106STLASTELLANTIS N.V$4.9M0.05%246,932CommonSOLE
693483109PKXPOSCO HOLDINGS INC$4.9M0.05%74,358CommonSOLE
093671105HRBBLOCK H & R INC$4.8M0.05%89,423CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$4.8M0.05%98,204CommonSOLE
256135203RDYDR REDDYS LABS LTD$4.8M0.05%62,918CommonSOLE
Y8565N300TNKTEEKAY TANKERS LTD$4.8M0.05%69,525CommonSOLE
29364G103ETRENTERGY CORP NEW$4.8M0.05%44,626CommonSOLE
29444U700EQIXEQUINIX INC$4.7M0.05%6,276CommonSOLE
23331A109DHID R HORTON INC$4.7M0.05%33,669CommonSOLE
74022D407PDSPRECISION DRILLING CORP$4.7M0.05%66,859CommonSOLE
98419M100XYLXYLEM INC$4.7M0.05%34,340CommonSOLE
88033G407THCTENET HEALTHCARE CORP$4.6M0.05%34,828CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.6M0.05%67,370CommonSOLE
644535106NGDNNEW GOLD INC CDA$4.6M0.05%2,320,041CommonSOLE
55354G100MSCIMSCI INC$4.5M0.05%9,345CommonSOLE
233331107DTEDTE ENERGY CO$4.5M0.05%40,491CommonSOLE
277432100EMNEASTMAN CHEM CO$4.5M0.05%45,808CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$4.5M0.05%115,789CommonSOLE
36251C103GMS1EURGMS INC$4.5M0.05%55,451CommonSOLE
25746U109DDOMINION ENERGY INC$4.4M0.05%90,675CommonSOLE
50212V100LPLALPL FINL HLDGS INC$4.4M0.05%15,818CommonSOLE
893641100TDGTRANSDIGM GROUP INC$4.4M0.05%3,456CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$4.4M0.05%118,456CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.4M0.05%47,536CommonSOLE
80105N105SNYSANOFI$4.4M0.05%90,073CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$4.3M0.04%27,208CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.3M0.04%21,545CommonSOLE
344419106FMXFOMENTO ECONOMICO MEXICANO S$4.3M0.04%39,931CommonSOLE
565849106MRO*MARATHON OIL CORP$4.3M0.04%149,756CommonSOLE
36828A101GEVGE VERNOVA INC$4.3M0.04%24,978CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$4.3M0.04%61,290CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4.2M0.04%66,280CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$4.2M0.04%424,378CommonSOLE
37045V100GMGENERAL MTRS CO$4.2M0.04%89,373CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.1M0.04%18,845CommonSOLE
31810T101FINVFINVOLUTION GROUP$4.1M0.04%861,859CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$4.1M0.04%98,523CommonSOLE
247361702DALDELTA AIR LINES INC DEL$4.0M0.04%85,252CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$4.0M0.04%68,699CommonSOLE
682680103OKEONEOK INC NEW$4.0M0.04%48,874CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$4.0M0.04%52,161CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$3.9M0.04%135,739CommonSOLE
87241L109TFIITFI INTL INC$3.9M0.04%27,112CommonSOLE
46434G103IEMGISHARES INC$3.9M0.04%73,151CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$3.9M0.04%55,526CommonSOLE
92204A702VGTVANGUARD WORLD FD$3.9M0.04%6,737CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.9M0.04%110,282CommonSOLE
034164103ANDEANDERSONS INC$3.8M0.04%77,363CommonSOLE
570535104MKLMARKEL GROUP INC$3.8M0.04%2,435CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.8M0.04%13,316CommonSOLE
46432F842IEFAISHARES TR$3.8M0.04%52,701CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$3.8M0.04%86,118CommonSOLE
816851109SRESEMPRA$3.8M0.04%50,178CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$3.8M0.04%29,411CommonSOLE
052769106ADSKAUTODESK INC$3.8M0.04%15,283CommonSOLE
G17384101BW LPG LTD$3.8M0.04%203,330CommonSOLE
12572Q105CMECME GROUP INC$3.8M0.04%19,155CommonSOLE
260003108DOVDOVER CORP$3.8M0.04%20,790CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.7M0.04%85,319CommonSOLE
47215P106JDJD.COM INC$3.7M0.04%144,435CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.7M0.04%2,263CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3.7M0.04%14,400CommonSOLE
858155203GJBSTEELCASE INC$3.7M0.04%285,404CommonSOLE
G33856108GSMFERROGLOBE PLC$3.7M0.04%684,816CommonSOLE
540424108LLOEWS CORP$3.7M0.04%48,902CommonSOLE
199908104FIXCOMFORT SYS USA INC$3.6M0.04%11,991CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.6M0.04%84,318CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3.6M0.04%52,073CommonSOLE
22822V101CCICROWN CASTLE INC$3.6M0.04%36,918CommonSOLE
142339100CSLCARLISLE COS INC$3.6M0.04%8,879CommonSOLE
889478103TOLTOLL BROTHERS INC$3.6M0.04%31,176CommonSOLE
45168D104IDXXIDEXX LABS INC$3.6M0.04%7,338CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.5M0.04%74,639CommonSOLE
150870103CECELANESE CORP DEL$3.5M0.04%25,969CommonSOLE
988498101YUMYUM BRANDS INC$3.5M0.04%26,421CommonSOLE
493267108KEYKEYCORP$3.5M0.04%246,137CommonSOLE
45781M101INVAINNOVIVA INC$3.5M0.04%212,027CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$3.5M0.04%36,107CommonSOLE
128030202CALMCAL MAINE FOODS INC$3.5M0.04%56,825CommonSOLE
H50430232LOGILOGITECH INTL S A$3.5M0.04%35,794CommonSOLE
871829107SYYSYSCO CORP$3.4M0.04%48,251CommonSOLE
87612G101TRGPTARGA RES CORP$3.4M0.04%26,681CommonSOLE
Y2573F102FLEXFLEX LTD$3.4M0.04%116,003CommonSOLE
88339J105TTDTHE TRADE DESK INC$3.4M0.04%34,953CommonSOLE
05964H105SANBANCO SANTANDER S.A.$3.4M0.03%730,929CommonSOLE
626755102MUSAMURPHY USA INC$3.4M0.03%7,203CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$3.4M0.03%44,207CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3.4M0.03%40,253CommonSOLE
N3167Y103RACEFERRARI N V$3.4M0.03%8,229CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.4M0.03%50,504CommonSOLE
750236101RDNRADIAN GROUP INC$3.4M0.03%107,869CommonSOLE
126650100CVSCVS HEALTH CORP$3.4M0.03%56,752CommonSOLE
G8473T100STESTERIS PLC$3.4M0.03%15,263CommonSOLE
78440P306SKMSK TELECOM LTD$3.3M0.03%159,307CommonSOLE
351858105FNVFRANCO NEV CORP$3.3M0.03%28,041CommonSOLE
346232101FORFORESTAR GROUP INC$3.3M0.03%103,925CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$3.3M0.03%52,551CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$3.3M0.03%87,036CommonSOLE
217204106CPRTCOPART INC$3.3M0.03%60,803CommonSOLE
464287804IJRISHARES TR$3.3M0.03%30,744CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.3M0.03%14,590CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.3M0.03%12,075CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3.3M0.03%27,582CommonSOLE
316773100FITBFIFTH THIRD BANCORP$3.2M0.03%88,725CommonSOLE
40415F101HDBHDFC BANK LTD$3.2M0.03%50,322CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$3.2M0.03%16,067CommonSOLE
98389B100XELXCEL ENERGY INC$3.2M0.03%59,759CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$3.2M0.03%10,733CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$3.2M0.03%2,276CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.2M0.03%16,123CommonSOLE
651639106NEMNEWMONT CORP$3.2M0.03%75,681CommonSOLE
579780206MKCMCCORMICK & CO INC$3.2M0.03%44,648CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$3.1M0.03%359,332CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$3.1M0.03%15,810CommonSOLE
427866108HSYHERSHEY CO$3.1M0.03%17,024CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.1M0.03%26,309CommonSOLE
23918K108DVADAVITA INC$3.1M0.03%22,393CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$3.1M0.03%375,902CommonSOLE
651718504NPKINEWPARK RES INC$3.1M0.03%367,689CommonSOLE
922908637VVVANGUARD INDEX FDS$3.0M0.03%12,195CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.0M0.03%13,384CommonSOLE
48242W106KBRKBR INC$3.0M0.03%47,173CommonSOLE
34959E109FTNTFORTINET INC$3.0M0.03%50,038CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.0M0.03%38,537CommonSOLE
74167P108BCBUSDPRIMO WATER CORPORATION$3.0M0.03%136,355CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.0M0.03%19,449CommonSOLE
024013104AATAMERICAN ASSETS TR INC$3.0M0.03%132,129CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3.0M0.03%224,337CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.9M0.03%5,315CommonSOLE

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.