MondegarAI
O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Q3 2025 · 13F-HR

O'SHAUGHNESSY ASSET MANAGEMENT, LLCholdings as filed

Filed 2025-11-13 · accession 0001423442-25-000009

$17.03B
Reported value
2,552
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · O'SHAUGHNESSY ASSET MANAGEMENT, LLC · Q3 2025

AI · grounded in 13F

O'SHAUGHNESSY ASSET MANAGEMENT, LLC established a new position in NVDA worth $660.4M. The fund also initiated new stakes in MSFT for $611.6M and AAPL for $568.9M. Other new additions include AMZN at $300M and AVGO at $255.1M. Total assets under management stand at $17.0B across 2,552 positions.

Holdings as filed

First 500 of 2552

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$660.4M3.88%3,539,477CommonSOLE
594918104MSFTMICROSOFT CORP$611.6M3.59%1,180,790CommonSOLE
037833100AAPLAPPLE INC$568.9M3.34%2,234,360CommonSOLE
023135106AMZNAMAZON COM INC$299.8M1.76%1,365,574CommonSOLE
11135F101AVGOBROADCOM INC$255.1M1.50%773,167CommonSOLE
30303M102METAMETA PLATFORMS INC$244.6M1.44%333,129CommonSOLE
02079K305GOOGLALPHABET INC$237.9M1.40%978,676CommonSOLE
464287226AGGISHARES TR$227.7M1.34%2,270,873CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$209.7M1.23%664,924CommonSOLE
02079K107GOOGALPHABET INC$172.2M1.01%707,014CommonSOLE
88160R101TSLATESLA INC$164.1M0.96%368,951CommonSOLE
92826C839VVISA INC$143.9M0.85%421,600CommonSOLE
02209S103MOALTRIA GROUP INC$141.2M0.83%2,137,368CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$139.2M0.82%276,927CommonSOLE
949746101WMT2WELLS FARGO CO NEW$138.9M0.82%1,657,536CommonSOLE
931142103WMTWALMART INC$136.9M0.80%1,328,619CommonSOLE
478160104JNJJOHNSON & JOHNSON$128.8M0.76%694,689CommonSOLE
46429B747STIPISHARES TR$111.2M0.65%1,075,411CommonSOLE
149123101CATCATERPILLAR INC$104.8M0.62%219,537CommonSOLE
64110L106NFLXNETFLIX INC$104.4M0.61%87,082CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$104.3M0.61%373,354CommonSOLE
59156R108METMETLIFE INC$96.7M0.57%1,174,419CommonSOLE
68389X105ORCLORACLE CORP$95.5M0.56%339,624CommonSOLE
532457108LLYELI LILLY & CO$95.2M0.56%124,814CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$95.2M0.56%1,339,388CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$94.4M0.55%166,007CommonSOLE
G5960L103MDTMEDTRONIC PLC$93.6M0.55%982,781CommonSOLE
437076102HDHOME DEPOT INC$93.2M0.55%229,960CommonSOLE
40412C101HCAHCA HEALTHCARE INC$89.3M0.52%209,467CommonSOLE
75513E101RTXRTX CORPORATION$88.4M0.52%528,300CommonSOLE
876030107TPRTAPESTRY INC$86.7M0.51%765,887CommonSOLE
166764100CVXCHEVRON CORP NEW$85.4M0.50%549,721CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$84.8M0.50%91,603CommonSOLE
278642103EBAYEBAY INC.$83.1M0.49%913,403CommonSOLE
37045V100GMGENERAL MTRS CO$81.2M0.48%1,331,748CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$80.3M0.47%1,827,932CommonSOLE
30231G102XOMEXXON MOBIL CORP$79.9M0.47%708,505CommonSOLE
060505104BACBANK AMERICA CORP$78.2M0.46%1,516,007CommonSOLE
464288646IGSBISHARES TR$75.5M0.44%1,424,248CommonSOLE
665859104NTRSNORTHERN TR CORP$75.2M0.44%558,698CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$73.5M0.43%674,971CommonSOLE
17275R102CSCOCISCO SYS INC$73.3M0.43%1,071,195CommonSOLE
466313103JBLJABIL INC$73.1M0.43%336,647CommonSOLE
00287Y109ABBVABBVIE INC$73.0M0.43%315,394CommonSOLE
20030N101CMCSACOMCAST CORP NEW$70.3M0.41%2,238,270CommonSOLE
00206R102TAT&T INC$68.4M0.40%2,423,733CommonSOLE
718172109PMPHILIP MORRIS INTL INC$67.8M0.40%417,832CommonSOLE
922908363VOOVANGUARD INDEX FDS$66.9M0.39%109,266CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$65.8M0.39%12,187CommonSOLE
172967424CCITIGROUP INC$65.3M0.38%643,421CommonSOLE
91913Y100VLOVALERO ENERGY CORP$61.9M0.36%363,525CommonSOLE
375558103GILDGILEAD SCIENCES INC$61.9M0.36%557,510CommonSOLE
742718109PGPROCTER AND GAMBLE CO$61.1M0.36%397,788CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$61.1M0.36%910,711CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$60.6M0.36%332,306CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$58.5M0.34%273,642CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$57.3M0.34%72,009CommonSOLE
56585A102MPCMARATHON PETE CORP$54.2M0.32%281,459CommonSOLE
369604301GEGE AEROSPACE$54.2M0.32%180,230CommonSOLE
464287242LQDISHARES TR$50.0M0.29%448,783CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$49.8M0.29%755,627CommonSOLE
26875P101EOGEOG RES INC$48.7M0.29%434,398CommonSOLE
58155Q103MCKMCKESSON CORP$46.8M0.27%60,562CommonSOLE
191216100KOCOCA COLA CO$45.9M0.27%692,481CommonSOLE
780087102RYROYAL BK CDA$45.7M0.27%310,109CommonSOLE
03831W108APPAPPLOVIN CORP$45.5M0.27%63,337CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$45.5M0.27%131,631CommonSOLE
717081103PFEPFIZER INC$45.4M0.27%1,782,212CommonSOLE
002824100ABTABBOTT LABS$43.9M0.26%327,541CommonSOLE
617446448MSMORGAN STANLEY$43.4M0.26%273,173CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$43.4M0.25%147,909CommonSOLE
142339100CSLCARLISLE COS INC$42.6M0.25%129,628CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$42.5M0.25%152,216CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$42.4M0.25%150,114CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$42.3M0.25%538,277CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$42.2M0.25%236,055CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$41.9M0.25%197,114CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$41.1M0.24%82,399CommonSOLE
872540109TJXTJX COS INC NEW$40.6M0.24%281,217CommonSOLE
548661107LOWLOWES COS INC$40.2M0.24%159,785CommonSOLE
464288414MUBISHARES TR$40.1M0.24%376,398CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$39.3M0.23%294,568CommonSOLE
404280406HSBCHSBC HLDGS PLC$38.2M0.22%538,238CommonSOLE
580135101MCDMCDONALDS CORP$38.0M0.22%125,067CommonSOLE
89832Q109TFCTRUIST FINL CORP$37.9M0.22%827,914CommonSOLE
500754106KHCKRAFT HEINZ CO$37.6M0.22%1,442,318CommonSOLE
90138F102TWLOTWILIO INC$37.6M0.22%375,206CommonSOLE
001055102AFLAFLAC INC$37.2M0.22%332,700CommonSOLE
66987V109NVSNOVARTIS AG$36.7M0.22%285,805CommonSOLE
907818108UNPUNION PAC CORP$36.5M0.21%154,537CommonSOLE
23331A109DHID R HORTON INC$36.2M0.21%213,846CommonSOLE
461202103INTUINTUIT$36.2M0.21%52,975CommonSOLE
025816109AXPAMERICAN EXPRESS CO$36.1M0.21%108,727CommonSOLE
20825C104COPCONOCOPHILLIPS$36.0M0.21%380,877CommonSOLE
464288679SHVISHARES TR$35.9M0.21%325,337CommonSOLE
09290D101BLKBLACKROCK INC$35.6M0.21%30,568CommonSOLE
701094104PHPARKER-HANNIFIN CORP$35.4M0.21%46,686CommonSOLE
78409V104SPGIS&P GLOBAL INC$35.1M0.21%72,218CommonSOLE
713448108PEPPEPSICO INC$34.9M0.21%248,732CommonSOLE
745867101PHMPULTE GROUP INC$34.7M0.20%262,563CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$34.1M0.20%51,225CommonSOLE
G54950103LINLINDE PLC$33.9M0.20%71,435CommonSOLE
35137L105FOXAFOX CORP$33.6M0.20%533,002CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$33.2M0.20%338,941CommonSOLE
464287440IEFISHARES TR$32.5M0.19%336,525CommonSOLE
15101Q207CLSCELESTICA INC$31.9M0.19%129,614CommonSOLE
482480100KLACKLA CORP$31.7M0.19%29,380CommonSOLE
370334104GISGENERAL MLS INC$31.7M0.19%628,302CommonSOLE
58933Y105MRKMERCK & CO INC$31.6M0.19%375,942CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$31.3M0.18%155,664CommonSOLE
40434L105HPQHP INC$31.2M0.18%1,146,365CommonSOLE
872590104TMUST-MOBILE US INC$31.2M0.18%130,201CommonSOLE
172908105CTASCINTAS CORP$31.1M0.18%151,582CommonSOLE
464287200IVVISHARES TR$31.1M0.18%46,442CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$31.1M0.18%191,919CommonSOLE
79466L302CRMSALESFORCE INC$30.7M0.18%129,646CommonSOLE
803054204SAPSAP SE$30.7M0.18%114,763CommonSOLE
464288661IEIISHARES TR$30.6M0.18%256,070CommonSOLE
759509102RSRELIANCE INC$30.3M0.18%107,972CommonSOLE
G29183103ETNEATON CORP PLC$30.3M0.18%80,942CommonSOLE
36828A101GEVGE VERNOVA INC$30.0M0.18%48,849CommonSOLE
031162100AMGNAMGEN INC$29.7M0.17%105,351CommonSOLE
G25508105CRHCRH PLC$29.7M0.17%250,333CommonSOLE
891160509TDTORONTO DOMINION BK ONT$29.1M0.17%364,280CommonSOLE
81762P102NOWSERVICENOW INC$28.3M0.17%30,793CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$28.3M0.17%290,085CommonSOLE
82509L107SHOPSHOPIFY INC$28.2M0.17%189,833CommonSOLE
032095101APHAMPHENOL CORP NEW$28.2M0.17%227,550CommonSOLE
747525103QCOMQUALCOMM INC$28.1M0.17%169,122CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$28.0M0.16%293,085CommonSOLE
369550108GDGENERAL DYNAMICS CORP$27.9M0.16%81,751CommonSOLE
125523100CITHE CIGNA GROUP$27.8M0.16%96,439CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$27.5M0.16%255,375CommonSOLE
56501R106MFCMANULIFE FINL CORP$27.5M0.16%883,810CommonSOLE
65339F101NEENEXTERA ENERGY INC$27.5M0.16%363,733CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$27.3M0.16%514,456CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$27.1M0.16%1,409,506CommonSOLE
902973304USBUS BANCORP DEL$27.0M0.16%558,811CommonSOLE
835699307SONYSONY GROUP CORP$26.9M0.16%933,946CommonSOLE
H1467J104CBCHUBB LIMITED$26.5M0.16%93,890CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$26.3M0.15%996,563CommonSOLE
254687106DISDISNEY WALT CO$26.3M0.15%229,421CommonSOLE
11271J107BNBROOKFIELD CORP$26.2M0.15%382,682CommonSOLE
92343E102VRSNVERISIGN INC$26.1M0.15%93,197CommonSOLE
922908769VTIVANGUARD INDEX FDS$25.9M0.15%79,052CommonSOLE
N07059210ASMLASML HOLDING N V$25.7M0.15%26,500CommonSOLE
857477103STTSTATE STR CORP$25.4M0.15%218,918CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$25.3M0.15%208,686CommonSOLE
22052L104CTVACORTEVA INC$25.1M0.15%370,830CommonSOLE
94106L109WMWASTE MGMT INC DEL$24.9M0.15%112,667CommonSOLE
311900104FASTFASTENAL CO$24.7M0.15%504,506CommonSOLE
438516106HONHONEYWELL INTL INC$24.6M0.14%116,894CommonSOLE
91912E105VALEVALE S A$24.5M0.14%2,251,730CommonSOLE
512807306LRCXLAM RESEARCH CORP$24.4M0.14%182,060CommonSOLE
29084Q100EMEEMCOR GROUP INC$23.8M0.14%36,650CommonSOLE
595112103MUMICRON TECHNOLOGY INC$23.8M0.14%141,977CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$23.5M0.14%115,421CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$23.3M0.14%52,161CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$23.3M0.14%94,451CommonSOLE
303250104FICOFAIR ISAAC CORP$23.2M0.14%15,516CommonSOLE
125269100CFCF INDS HLDGS INC$22.8M0.13%253,668CommonSOLE
464287457SHYISHARES TR$22.7M0.13%273,965CommonSOLE
038222105AMATAPPLIED MATLS INC$22.6M0.13%110,496CommonSOLE
03073E105CORCENCORA INC$22.2M0.13%71,088CommonSOLE
09260D107BXBLACKSTONE INC$22.2M0.13%130,036CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$22.2M0.13%179,489CommonSOLE
046353108AZNNASTRAZENECA PLC$22.1M0.13%288,302CommonSOLE
969457100WMBWILLIAMS COS INC$22.1M0.13%348,802CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$22.0M0.13%130,682CommonSOLE
842587107SOSOUTHERN CO$22.0M0.13%232,188CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$21.9M0.13%63,257CommonSOLE
29250N105ENBENBRIDGE INC$21.7M0.13%430,265CommonSOLE
780259305SHELSHELL PLC$21.7M0.13%302,974CommonSOLE
718546104PSXPHILLIPS 66$21.6M0.13%158,679CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$21.6M0.13%614,708CommonSOLE
651639106NEMNEWMONT CORP$21.5M0.13%255,284CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.5M0.13%44,366CommonSOLE
759530108RELXRELX PLC$21.5M0.13%449,333CommonSOLE
922908736VUGVANGUARD INDEX FDS$21.3M0.12%44,356CommonSOLE
291011104EMREMERSON ELEC CO$21.1M0.12%161,074CommonSOLE
244199105DEDEERE & CO$21.0M0.12%46,016CommonSOLE
501044101KRKROGER CO$20.8M0.12%308,821CommonSOLE
D18190898DBDEUTSCHE BANK A G$20.8M0.12%587,902CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$20.8M0.12%88,127CommonSOLE
063671101BMOBANK MONTREAL QUE$20.8M0.12%159,657CommonSOLE
615369105MCOMOODYS CORP$20.8M0.12%43,553CommonSOLE
882508104TXNTEXAS INSTRS INC$20.7M0.12%112,734CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$20.7M0.12%107,644CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$20.7M0.12%344,875CommonSOLE
743315103PGRPROGRESSIVE CORP$20.6M0.12%83,331CommonSOLE
06738E204BCSBARCLAYS PLC$20.5M0.12%991,434CommonSOLE
12504L109CBRECBRE GROUP INC$20.3M0.12%128,909CommonSOLE
040413205ANETARISTA NETWORKS INC$20.3M0.12%139,387CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$20.1M0.12%41,089CommonSOLE
05964H105SANBANCO SANTANDER S.A.$20.1M0.12%1,918,823CommonSOLE
45867G101IDCCINTERDIGITAL INC$20.1M0.12%58,144CommonSOLE
911363109URIUNITED RENTALS INC$20.0M0.12%21,000CommonSOLE
670346105NUENUCOR CORP$19.9M0.12%146,962CommonSOLE
863667101SYKSTRYKER CORPORATION$19.8M0.12%53,481CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$19.6M0.12%75,107CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$19.6M0.11%124,650CommonSOLE
88579Y101MMM3M CO$19.5M0.11%125,956CommonSOLE
504922105LHLABCORP HOLDINGS INC$19.5M0.11%67,796CommonSOLE
453038408IMOIMPERIAL OIL LTD$19.3M0.11%212,247CommonSOLE
00724F101ADBEADOBE INC$19.3M0.11%54,577CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$19.1M0.11%27,330CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$19.0M0.11%386,634CommonSOLE
032654105ADIANALOG DEVICES INC$18.8M0.11%76,670CommonSOLE
H42097107UBSUBS GROUP AG$18.7M0.11%456,553CommonSOLE
053332102AZOAUTOZONE INC$18.7M0.11%4,356CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$18.7M0.11%446,814CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$18.6M0.11%40,681CommonSOLE
639057207NWGNATWEST GROUP PLC$18.6M0.11%1,312,337CommonSOLE
46090E103QQQINVESCO QQQ TR$18.5M0.11%30,809CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$18.2M0.11%161,540CommonSOLE
704326107PAYXPAYCHEX INC$18.1M0.11%142,689CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$18.1M0.11%226,242CommonSOLE
464287614IWFISHARES TR$18.0M0.11%38,351CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$17.9M0.10%88,610CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$17.8M0.10%58,282CommonSOLE
858119100STLDSTEEL DYNAMICS INC$17.7M0.10%126,668CommonSOLE
29446M102EQNREQUINOR ASA$17.6M0.10%722,816CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$17.6M0.10%28,857CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$17.5M0.10%49,719CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$17.5M0.10%92,375CommonSOLE
020002101ALLALLSTATE CORP$17.4M0.10%81,233CommonSOLE
097023105BABOEING CO$17.3M0.10%80,253CommonSOLE
29269R105EFXTENERFLEX LTD$17.2M0.10%1,598,311CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$17.2M0.10%214,810CommonSOLE
126650100CVSCVS HEALTH CORP$17.1M0.10%226,844CommonSOLE
231021106CMICUMMINS INC$16.9M0.10%39,963CommonSOLE
624756102MLIMUELLER INDS INC$16.8M0.10%166,205CommonSOLE
770700102HOODROBINHOOD MKTS INC$16.7M0.10%116,949CommonSOLE
95040Q104WELLWELLTOWER INC$16.7M0.10%93,967CommonSOLE
496902404KGCKINROSS GOLD CORP$16.7M0.10%673,035CommonSOLE
55261F104MTBM & T BK CORP$16.6M0.10%83,870CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$16.5M0.10%199,557CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16.5M0.10%98,124CommonSOLE
384802104GWWGRAINGER W W INC$16.4M0.10%17,261CommonSOLE
98978V103ZTSZOETIS INC$16.4M0.10%112,176CommonSOLE
278865100ECLECOLAB INC$16.4M0.10%59,731CommonSOLE
254067101DDSDILLARDS INC$16.3M0.10%26,535CommonSOLE
922908751VBVANGUARD INDEX FDS$16.2M0.09%63,567CommonSOLE
235851102DHRDANAHER CORPORATION$15.9M0.09%80,033CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$15.7M0.09%1,357,212CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$15.7M0.09%400,825CommonSOLE
74762E102QUREQUANTA SVCS INC$15.6M0.09%37,648CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$15.6M0.09%200,143CommonSOLE
03076C106AMPAMERIPRISE FINL INC$15.5M0.09%31,613CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$15.5M0.09%141,057CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$15.4M0.09%627,727CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$15.1M0.09%297,803CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$15.1M0.09%106,208CommonSOLE
052769106ADSKAUTODESK INC$15.0M0.09%47,129CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$14.9M0.09%230,914CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$14.9M0.09%35,317CommonSOLE
74340W103PLDPROLOGIS INC.$14.8M0.09%128,939CommonSOLE
91529Y106UNMUNUM GROUP$14.6M0.09%187,984CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$14.6M0.09%916,950CommonSOLE
464288240ACWXISHARES TR$14.5M0.09%223,135CommonSOLE
136385101CNQCANADIAN NAT RES LTD$14.3M0.08%448,895CommonSOLE
904767704UNILEVER PLC$14.3M0.08%241,237CommonSOLE
46432F842IEFAISHARES TR$14.3M0.08%163,353CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$14.1M0.08%282,588CommonSOLE
48251W104KKRKKR & CO INC$14.1M0.08%108,320CommonSOLE
58733R102MELIMERCADOLIBRE INC$14.1M0.08%6,021CommonSOLE
45168D104IDXXIDEXX LABS INC$14.0M0.08%21,987CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$14.0M0.08%35,681CommonSOLE
25809K105DASHDOORDASH INC$13.9M0.08%51,122CommonSOLE
609207105MDLZMONDELEZ INTL INC$13.9M0.08%222,413CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$13.8M0.08%142,867CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$13.3M0.08%43,067CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$13.3M0.08%95,555CommonSOLE
456837103INGING GROEP N.V.$13.3M0.08%509,398CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.1M0.08%39,947CommonSOLE
15135U109CVECENOVUS ENERGY INC$13.1M0.08%773,590CommonSOLE
855244109SBUXSTARBUCKS CORP$13.1M0.08%154,857CommonSOLE
92204A702VGTVANGUARD WORLD FD$13.1M0.08%17,526CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13.0M0.08%40,195CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$13.0M0.08%2,858,498CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$13.0M0.08%1,016,101CommonSOLE
126408103CSXCSX CORP$12.9M0.08%364,292CommonSOLE
92939U106WECWEC ENERGY GROUP INC$12.8M0.08%111,892CommonSOLE
46434G103IEMGISHARES INC$12.8M0.08%194,153CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$12.7M0.07%67,851CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$12.7M0.07%1,003,728CommonSOLE
25746U109DDOMINION ENERGY INC$12.7M0.07%207,653CommonSOLE
760759100RSGREPUBLIC SVCS INC$12.7M0.07%55,266CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$12.6M0.07%443,793CommonSOLE
G87052109TELTE CONNECTIVITY PLC$12.5M0.07%56,864CommonSOLE
12572Q105CMECME GROUP INC$12.4M0.07%45,907CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$12.4M0.07%43,908CommonSOLE
922908629VOVANGUARD INDEX FDS$12.3M0.07%41,865CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$12.3M0.07%231,152CommonSOLE
670100205NVONOVO-NORDISK A S$12.2M0.07%220,697CommonSOLE
922908512VOEVANGUARD INDEX FDS$12.2M0.07%70,121CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$12.1M0.07%521,445CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$12.0M0.07%161,836CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$11.9M0.07%39,521CommonSOLE
806857108SLBSCHLUMBERGER LTD$11.8M0.07%341,969CommonSOLE
733174700BPOPPOPULAR INC$11.7M0.07%91,768CommonSOLE
871607107SNPSSYNOPSYS INC$11.6M0.07%23,451CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$11.5M0.07%154,848CommonSOLE
744320102PRUPRUDENTIAL FINL INC$11.5M0.07%111,143CommonSOLE
464287150ITOTISHARES TR$11.4M0.07%78,334CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$11.4M0.07%252,389CommonSOLE
231561101CWCURTISS WRIGHT CORP$11.4M0.07%20,961CommonSOLE
74051N1022655957DPREMIER INC$11.4M0.07%409,359CommonSOLE
464287598IWDISHARES TR$11.3M0.07%55,346CommonSOLE
443201108HWMHOWMET AEROSPACE INC$11.1M0.07%56,685CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$11.1M0.07%228,169CommonSOLE
29364G103ETRENTERGY CORP NEW$11.0M0.06%118,409CommonSOLE
92276F100VTRVENTAS INC$10.9M0.06%156,403CommonSOLE
89151E109TTENTOTALENERGIES SE$10.9M0.06%182,137CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$10.8M0.06%45,362CommonSOLE
571903202MARMARRIOTT INTL INC NEW$10.7M0.06%41,121CommonSOLE
48241A105KBKB FINL GROUP INC$10.7M0.06%128,965CommonSOLE
90384S303ULTAULTA BEAUTY INC$10.7M0.06%19,500CommonSOLE
46591M109JOYYJOYY INC$10.6M0.06%180,995CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$10.6M0.06%87,946CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$10.6M0.06%630,336CommonSOLE
06849F108BBARRICK MNG CORP$10.5M0.06%320,835CommonSOLE
929160109VMCVULCAN MATLS CO$10.5M0.06%34,223CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$10.5M0.06%78,945CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$10.4M0.06%48,176CommonSOLE
654106103NKENIKE INC$10.3M0.06%148,133CommonSOLE
088606108BHPBHP GROUP LTD$10.3M0.06%184,189CommonSOLE
55354G100MSCIMSCI INC$10.3M0.06%18,087CommonSOLE
172062101CINFCINCINNATI FINL CORP$10.2M0.06%64,810CommonSOLE
892331307TMTOYOTA MOTOR CORP$10.2M0.06%53,315CommonSOLE
31428X106FDXFEDEX CORP$10.1M0.06%42,915CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$10.1M0.06%150,037CommonSOLE
458140100INTCINTEL CORP$10.1M0.06%300,796CommonSOLE
98389B100XELXCEL ENERGY INC$10.1M0.06%124,952CommonSOLE
695156109PKGPACKAGING CORP AMER$10.1M0.06%46,198CommonSOLE
438128308HMCHONDA MOTOR LTD$10.0M0.06%326,151CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$10.0M0.06%40,902CommonSOLE
464288521USRTISHARES TR$10.0M0.06%170,742CommonSOLE
46432F339QUALISHARES TR$10.0M0.06%51,533CommonSOLE
47215P106JDJD.COM INC$9.9M0.06%283,935CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$9.9M0.06%165,654CommonSOLE
46434V407SHYGISHARES TR$9.7M0.06%223,151CommonSOLE
62944T105NVRNVR INC$9.6M0.06%1,198CommonSOLE
G0403H108AONAON PLC$9.6M0.06%26,911CommonSOLE
199908104FIXCOMFORT SYS USA INC$9.5M0.06%11,537CommonSOLE
464287655IWMISHARES TR$9.5M0.06%39,261CommonSOLE
559222401MGAMAGNA INTL INC$9.5M0.06%200,410CommonSOLE
761152107RMDRESMED INC$9.4M0.06%34,238CommonSOLE
337738108FISVFISERV INC$9.3M0.05%72,297CommonSOLE
151290889CXCEMEX SAB DE CV$9.3M0.05%1,034,150CommonSOLE
Y2573F102FLEXFLEX LTD$9.3M0.05%160,094CommonSOLE
G87110105FTITECHNIPFMC PLC$9.2M0.05%234,437CommonSOLE
88706T108TIMBTIM S A$9.2M0.05%412,795CommonSOLE
922908744VTVVANGUARD INDEX FDS$9.2M0.05%49,289CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$9.2M0.05%153,603CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9.1M0.05%35,142CommonSOLE
816851109SRESEMPRA$9.1M0.05%100,594CommonSOLE
78440P306SKMSK TELECOM CO LTD$9.0M0.05%418,175CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$9.0M0.05%45,653CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$9.0M0.05%72,084CommonSOLE
22822V101CCICROWN CASTLE INC$8.9M0.05%92,275CommonSOLE
87807B107TRPTC ENERGY CORP$8.8M0.05%161,347CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$8.8M0.05%173,879CommonSOLE
233331107DTEDTE ENERGY CO$8.7M0.05%61,480CommonSOLE
209115104EDCONSOLIDATED EDISON INC$8.7M0.05%86,336CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$8.7M0.05%30,011CommonSOLE
464287507IJHISHARES TR$8.6M0.05%131,679CommonSOLE
464287804IJRISHARES TR$8.6M0.05%72,133CommonSOLE
771049103RBLXROBLOX CORP$8.6M0.05%61,745CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$8.5M0.05%64,383CommonSOLE
G3265R107APTVAPTIV PLC$8.5M0.05%98,380CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$8.4M0.05%59,940CommonSOLE
09062X103BIIBBIOGEN INC$8.4M0.05%59,989CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$8.4M0.05%154,927CommonSOLE
345370860FFORD MTR CO$8.4M0.05%701,489CommonSOLE
88033G407THCTENET HEALTHCARE CORP$8.4M0.05%41,135CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$8.3M0.05%59,250CommonSOLE
055622104BPBP PLC$8.3M0.05%241,265CommonSOLE
349942102FSMFORTUNA MNG CORP$8.3M0.05%928,230CommonSOLE
74935Q107RBARB GLOBAL INC$8.2M0.05%75,830CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.2M0.05%6,224CommonSOLE
40415F101HDBHDFC BANK LTD$8.2M0.05%238,693CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$8.1M0.05%25,200CommonSOLE
443510607HUBBHUBBELL INC$8.1M0.05%18,890CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$8.1M0.05%203,129CommonSOLE
29444U700EQIXEQUINIX INC$8.1M0.05%10,344CommonSOLE
922475108VEEVVEEVA SYS INC$8.1M0.05%27,159CommonSOLE
464287309IVWISHARES TR$8.1M0.05%66,871CommonSOLE
009158106APDAIR PRODS & CHEMS INC$7.9M0.05%28,912CommonSOLE
45104G104IBNICICI BANK LIMITED$7.8M0.05%258,096CommonSOLE
18915M107NETCLOUDFLARE INC$7.8M0.05%36,201CommonSOLE
929740108WABWABTEC$7.8M0.05%38,724CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$7.7M0.05%29,575CommonSOLE
833445109SNOWSNOWFLAKE INC$7.7M0.05%34,073CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$7.6M0.04%37,200CommonSOLE
74164M108PRIPRIMERICA INC$7.6M0.04%27,252CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$7.5M0.04%10CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7.5M0.04%32,956CommonSOLE
767204100RIORIO TINTO PLC$7.5M0.04%113,200CommonSOLE
526057104LENLENNAR CORP$7.5M0.04%59,198CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$7.4M0.04%105,721CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$7.4M0.04%22,007CommonSOLE
552848103MTGMGIC INVT CORP WIS$7.4M0.04%261,692CommonSOLE
988498101YUMYUM BRANDS INC$7.4M0.04%48,701CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$7.4M0.04%376,166CommonSOLE
G4690M101IBEXIBEX LTD$7.3M0.04%180,785CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$7.3M0.04%122,097CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$7.3M0.04%876,748CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$7.2M0.04%134,359CommonSOLE
37733W204GSKGSK PLC$7.1M0.04%164,871CommonSOLE
693718108PCARPACCAR INC$7.1M0.04%71,937CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$7.0M0.04%104,861CommonSOLE
258278100DORMDORMAN PRODS INC$7.0M0.04%45,002CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$7.0M0.04%219,762CommonSOLE
925652109VICIVICI PPTYS INC$7.0M0.04%214,311CommonSOLE
219350105GLWCORNING INC$7.0M0.04%85,152CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$7.0M0.04%122,665CommonSOLE
38059T106GFIGOLD FIELDS LTD$7.0M0.04%166,250CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$6.9M0.04%114,836CommonSOLE
902494103TSNTYSON FOODS INC$6.9M0.04%127,279CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6.9M0.04%9,628CommonSOLE
315616102FFIVF5 INC$6.9M0.04%21,218CommonSOLE
920253101VMIVALMONT INDS INC$6.8M0.04%17,619CommonSOLE
958102105WDCWESTERN DIGITAL CORP$6.8M0.04%56,730CommonSOLE
722304102PDDPDD HOLDINGS INC$6.8M0.04%51,455CommonSOLE
34959E109FTNTFORTINET INC$6.8M0.04%80,836CommonSOLE
594972408MSTRSTRATEGY INC$6.8M0.04%21,023CommonSOLE
31810T101FINVFINVOLUTION GROUP$6.8M0.04%916,448CommonSOLE
778296103ROSTROSS STORES INC$6.8M0.04%44,321CommonSOLE
314211103FHIFEDERATED HERMES INC$6.7M0.04%129,169CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$6.7M0.04%342,792CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$6.7M0.04%111,478CommonSOLE
871829107SYYSYSCO CORP$6.7M0.04%81,076CommonSOLE
85472N109STNSTANTEC INC$6.7M0.04%61,833CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$6.6M0.04%10,478CommonSOLE
075887109BDXBECTON DICKINSON & CO$6.5M0.04%34,945CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$6.5M0.04%78,686CommonSOLE
680223104ORIOLD REP INTL CORP$6.5M0.04%153,790CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$6.5M0.04%25,827CommonSOLE
64110W102NTESNETEASE INC$6.5M0.04%42,512CommonSOLE
969904101WSMWILLIAMS SONOMA INC$6.4M0.04%32,858CommonSOLE
406216101HALHALLIBURTON CO$6.4M0.04%260,208CommonSOLE
247361702DALDELTA AIR LINES INC DEL$6.4M0.04%112,776CommonSOLE
380237107GDDYGODADDY INC$6.3M0.04%46,391CommonSOLE
756109104OREALTY INCOME CORP$6.3M0.04%104,403CommonSOLE
084423102WRBBERKLEY W R CORP$6.3M0.04%81,935CommonSOLE
16411R208LNGCHENIERE ENERGY INC$6.2M0.04%26,592CommonSOLE
686330101IXORIX CORP$6.2M0.04%237,483CommonSOLE
384109104GGGGRACO INC$6.2M0.04%72,845CommonSOLE
90353W103UIUBIQUITI INC$6.2M0.04%9,353CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$6.2M0.04%328,132CommonSOLE
30161N101EXCEXELON CORP$6.2M0.04%136,902CommonSOLE
576323109MTZMASTEC INC$6.2M0.04%28,914CommonSOLE
456788108INFYINFOSYS LTD$6.1M0.04%375,846CommonSOLE
48268K101KTKT CORP$6.1M0.04%312,390CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.1M0.04%154,994CommonSOLE
136375102CNICANADIAN NATL RY CO$6.1M0.04%64,235CommonSOLE
366505105GTXGARRETT MOTION INC$6.0M0.03%437,290CommonSOLE
912008109USFDUS FOODS HLDG CORP$5.9M0.03%77,434CommonSOLE
152006102CGAUCENTERRA GOLD INC$5.9M0.03%549,363CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$5.9M0.03%24,598CommonSOLE
87612E106TGTTARGET CORP$5.9M0.03%65,623CommonSOLE
570535104MKLMARKEL GROUP INC$5.9M0.03%3,077CommonSOLE
57686G105MATXMATSON INC$5.9M0.03%59,529CommonSOLE
115236101BROBROWN & BROWN INC$5.8M0.03%62,171CommonSOLE
384637104GHCGRAHAM HLDGS CO$5.8M0.03%4,930CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$5.8M0.03%318,603CommonSOLE
644535106NGDNNEW GOLD INC CDA$5.8M0.03%806,471CommonSOLE
631103108NDAQNASDAQ INC$5.7M0.03%64,909CommonSOLE
78464A508SPYVSPDR SERIES TRUST$5.7M0.03%103,071CommonSOLE
609027107MCRIMONARCH CASINO & RESORT INC$5.7M0.03%53,827CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5.7M0.03%99,964CommonSOLE
67077M108NTRNUTRIEN LTD$5.7M0.03%96,720CommonSOLE
78464A854SPYMSPDR SERIES TRUST$5.7M0.03%72,338CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.6M0.03%34,520CommonSOLE
099724106BWABORGWARNER INC$5.6M0.03%128,245CommonSOLE
690742101OCOWENS CORNING NEW$5.6M0.03%39,616CommonSOLE
12532H104GIBCGI INC$5.6M0.03%62,546CommonSOLE
464285204IAUISHARES GOLD TR$5.6M0.03%76,547CommonSOLE
87612G101TRGPTARGA RES CORP$5.6M0.03%33,218CommonSOLE
922908637VVVANGUARD INDEX FDS$5.6M0.03%18,052CommonSOLE
146869102CVNACARVANA CO$5.5M0.03%14,648CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$5.5M0.03%21,325CommonSOLE
92840M102VSTVISTRA CORP$5.5M0.03%27,954CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$5.5M0.03%19,897CommonSOLE
71880K101PHINPHINIA INC$5.5M0.03%95,119CommonSOLE
30161Q104EXELEXELIXIS INC$5.5M0.03%131,986CommonSOLE
004498101ACIWACI WORLDWIDE INC$5.4M0.03%103,199CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$5.4M0.03%24,242CommonSOLE
018802108LNTALLIANT ENERGY CORP$5.4M0.03%80,387CommonSOLE
147528103CASYCASEYS GEN STORES INC$5.4M0.03%9,566CommonSOLE
889478103TOLTOLL BROTHERS INC$5.4M0.03%39,124CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.4M0.03%10,804CommonSOLE
98138H101WDAYWORKDAY INC$5.4M0.03%22,368CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5.4M0.03%10,233CommonSOLE
86722A103SXCSUNCOKE ENERGY INC$5.3M0.03%655,586CommonSOLE
574599106MASMASCO CORP$5.3M0.03%75,961CommonSOLE
05587G203BKTIBK TECHNOLOGIES CORPORATION$5.3M0.03%63,094CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$5.3M0.03%48,860CommonSOLE
751212101RLRALPH LAUREN CORP$5.3M0.03%16,922CommonSOLE

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.