MondegarAI
O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Q4 2025 · 13F-HR

O'SHAUGHNESSY ASSET MANAGEMENT, LLCholdings as filed

Filed 2026-02-11 · accession 0001423442-26-000001

$18.12B
Reported value
2,634
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · O'SHAUGHNESSY ASSET MANAGEMENT, LLC · Q4 2025

AI · grounded in 13F

O'SHAUGHNESSY ASSET MANAGEMENT, LLC increased its position in IWD by 397.22%. The fund also accumulated shares of AAPL by 11.49% and LLY by 11.86%. On the selling side, the manager trimmed its holdings in T by 20.84% and ORCL by 6.48%.

Holdings as filed

First 500 of 2634

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$700.3M3.86%3,754,851CommonSOLE
037833100AAPLAPPLE INC$677.2M3.74%2,491,090CommonSOLE
594918104MSFTMICROSOFT CORP$573.9M3.17%1,186,581CommonSOLE
023135106AMZNAMAZON COM INC$344.7M1.90%1,493,168CommonSOLE
02079K305GOOGLALPHABET INC$341.1M1.88%1,089,808CommonSOLE
11135F101AVGOBROADCOM INC$283.9M1.57%820,412CommonSOLE
02079K107GOOGALPHABET INC$241.8M1.33%770,399CommonSOLE
464287226AGGISHARES TR$241.6M1.33%2,418,608CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$218.9M1.21%679,313CommonSOLE
30303M102METAMETA PLATFORMS INC$211.2M1.17%319,960CommonSOLE
88160R101TSLATESLA INC$182.3M1.01%405,458CommonSOLE
931142103WMTWALMART INC$152.6M0.84%1,369,583CommonSOLE
532457108LLYELI LILLY & CO$150.0M0.83%139,620CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$148.9M0.82%296,252CommonSOLE
92826C839VVISA INC$145.4M0.80%414,539CommonSOLE
949746101WMT2WELLS FARGO CO NEW$129.3M0.71%1,386,920CommonSOLE
478160104JNJJOHNSON & JOHNSON$128.3M0.71%619,966CommonSOLE
02209S103MOALTRIA GROUP INC$118.9M0.66%2,061,405CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$118.4M0.65%1,418,906CommonSOLE
40412C101HCAHCA HEALTHCARE INC$117.4M0.65%251,546CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$116.0M0.64%381,561CommonSOLE
46429B747STIPISHARES TR$114.6M0.63%1,119,136CommonSOLE
37045V100GMGENERAL MTRS CO$113.3M0.63%1,393,462CommonSOLE
876030107TPRTAPESTRY INC$110.7M0.61%866,405CommonSOLE
30231G102XOMEXXON MOBIL CORP$109.2M0.60%907,277CommonSOLE
060505104BACBANK AMERICA CORP$108.8M0.60%1,977,880CommonSOLE
149123101CATCATERPILLAR INC$106.6M0.59%186,094CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$95.3M0.53%166,947CommonSOLE
172967424CCITIGROUP INC$93.7M0.52%803,167CommonSOLE
75513E101RTXRTX CORPORATION$89.3M0.49%486,952CommonSOLE
G5960L103MDTMEDTRONIC PLC$87.8M0.48%913,825CommonSOLE
59156R108METMETLIFE INC$86.6M0.48%1,097,316CommonSOLE
17275R102CSCOCISCO SYS INC$85.9M0.47%1,114,634CommonSOLE
278642103EBAYEBAY INC.$79.3M0.44%910,695CommonSOLE
166764100CVXCHEVRON CORP NEW$78.5M0.43%515,314CommonSOLE
00287Y109ABBVABBVIE INC$77.5M0.43%339,371CommonSOLE
64110L106NFLXNETFLIX INC$76.7M0.42%817,978CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$75.1M0.41%265,215CommonSOLE
665859104NTRSNORTHERN TR CORP$74.9M0.41%548,691CommonSOLE
464288646IGSBISHARES TR$74.9M0.41%1,417,157CommonSOLE
375558103GILDGILEAD SCIENCES INC$74.5M0.41%607,078CommonSOLE
466313103JBLJABIL INC$74.0M0.41%324,686CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$73.0M0.40%82,997CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$72.9M0.40%84,492CommonSOLE
437076102HDHOME DEPOT INC$72.5M0.40%210,616CommonSOLE
922908363VOOVANGUARD INDEX FDS$69.7M0.38%111,149CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$66.5M0.37%1,631,883CommonSOLE
717081103PFEPFIZER INC$65.3M0.36%2,621,063CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$62.4M0.34%350,825CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$62.0M0.34%534,120CommonSOLE
68389X105ORCLORACLE CORP$61.9M0.34%317,618CommonSOLE
20030N101CMCSACOMCAST CORP NEW$59.9M0.33%2,005,542CommonSOLE
718172109PMPHILIP MORRIS INTL INC$58.9M0.32%366,917CommonSOLE
464287598IWDISHARES TR$57.9M0.32%275,191CommonSOLE
369604301GEGE AEROSPACE$57.2M0.32%185,801CommonSOLE
464288414MUBISHARES TR$53.9M0.30%503,080CommonSOLE
191216100KOCOCA COLA CO$53.1M0.29%760,031CommonSOLE
464287242LQDISHARES TR$53.1M0.29%481,577CommonSOLE
91913Y100VLOVALERO ENERGY CORP$51.5M0.28%316,297CommonSOLE
617446448MSMORGAN STANLEY$51.4M0.28%289,314CommonSOLE
89832Q109TFCTRUIST FINL CORP$51.2M0.28%1,040,616CommonSOLE
90138F102TWLOTWILIO INC$51.1M0.28%359,525CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$51.0M0.28%9,529CommonSOLE
742718109PGPROCTER AND GAMBLE CO$50.5M0.28%352,414CommonSOLE
464288679SHVISHARES TR$50.2M0.28%455,567CommonSOLE
780087102RYROYAL BK CDA$49.8M0.27%292,018CommonSOLE
58933Y105MRKMERCK & CO INC$49.4M0.27%469,388CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$49.2M0.27%203,001CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$49.1M0.27%165,928CommonSOLE
23331A109DHID R HORTON INC$48.9M0.27%339,560CommonSOLE
58155Q103MCKMCKESSON CORP$48.4M0.27%59,053CommonSOLE
872540109TJXTJX COS INC NEW$47.8M0.26%311,095CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$47.7M0.26%144,561CommonSOLE
500754106KHCKRAFT HEINZ CO$47.7M0.26%1,966,407CommonSOLE
00206R102TAT&T INC$47.7M0.26%1,918,661CommonSOLE
595112103MUMICRON TECHNOLOGY INC$47.3M0.26%165,677CommonSOLE
404280406HSBCHSBC HLDGS PLC$46.5M0.26%590,663CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$46.1M0.25%215,451CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$46.1M0.25%538,868CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$45.6M0.25%157,328CommonSOLE
26875P101EOGEOG RES INC$45.5M0.25%433,658CommonSOLE
56585A102MPCMARATHON PETE CORP$45.0M0.25%276,436CommonSOLE
025816109AXPAMERICAN EXPRESS CO$44.0M0.24%118,992CommonSOLE
03831W108APPAPPLOVIN CORP$43.6M0.24%64,659CommonSOLE
031162100AMGNAMGEN INC$43.3M0.24%132,386CommonSOLE
548661107LOWLOWES COS INC$43.1M0.24%178,881CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$42.2M0.23%723,303CommonSOLE
66987V109NVSNOVARTIS AG$41.4M0.23%300,078CommonSOLE
35137L105FOXAFOX CORP$41.3M0.23%565,672CommonSOLE
713448108PEPPEPSICO INC$41.3M0.23%287,650CommonSOLE
580135101MCDMCDONALDS CORP$41.0M0.23%134,042CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$40.6M0.22%294,640CommonSOLE
701094104PHPARKER-HANNIFIN CORP$40.5M0.22%46,128CommonSOLE
461202103INTUINTUIT$39.7M0.22%59,974CommonSOLE
78409V104SPGIS&P GLOBAL INC$38.7M0.21%73,966CommonSOLE
512807306LRCXLAM RESEARCH CORP$38.6M0.21%225,575CommonSOLE
482480100KLACKLA CORP$38.5M0.21%31,648CommonSOLE
79466L302CRMSALESFORCE INC$38.4M0.21%144,973CommonSOLE
907818108UNPUNION PAC CORP$37.9M0.21%163,965CommonSOLE
002824100ABTABBOTT LABS$37.6M0.21%299,737CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$37.3M0.21%54,689CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$36.9M0.20%63,671CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$36.6M0.20%249,987CommonSOLE
891160509TDTORONTO DOMINION BK ONT$36.3M0.20%385,620CommonSOLE
902973304USBUS BANCORP DEL$36.3M0.20%680,709CommonSOLE
464287440IEFISHARES TR$36.3M0.20%377,268CommonSOLE
001055102AFLAFLAC INC$36.2M0.20%328,194CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$35.2M0.19%62,192CommonSOLE
745867101PHMPULTE GROUP INC$34.8M0.19%297,136CommonSOLE
09290D101BLKBLACKROCK INC$34.5M0.19%32,262CommonSOLE
464287200IVVISHARES TR$34.5M0.19%50,364CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$34.2M0.19%514,108CommonSOLE
36828A101GEVGE VERNOVA INC$34.1M0.19%52,243CommonSOLE
464288661IEIISHARES TR$34.0M0.19%284,873CommonSOLE
82509L107SHOPSHOPIFY INC$34.0M0.19%211,068CommonSOLE
N07059210ASMLASML HOLDING N V$33.8M0.19%31,583CommonSOLE
038222105AMATAPPLIED MATLS INC$33.5M0.18%130,299CommonSOLE
65339F101NEENEXTERA ENERGY INC$33.4M0.18%416,035CommonSOLE
15101Q207CLSCELESTICA INC$33.4M0.18%112,859CommonSOLE
032095101APHAMPHENOL CORP NEW$33.3M0.18%246,299CommonSOLE
56501R106MFCMANULIFE FINL CORP$33.2M0.18%914,776CommonSOLE
91912E105VALEVALE S A$33.1M0.18%2,540,879CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$33.0M0.18%157,941CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$32.9M0.18%127,843CommonSOLE
651639106NEMNEWMONT CORP$32.8M0.18%328,132CommonSOLE
857477103STTSTATE STR CORP$32.1M0.18%248,775CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$31.4M0.17%117,056CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$31.2M0.17%1,340,369CommonSOLE
747525103QCOMQUALCOMM INC$31.2M0.17%182,259CommonSOLE
046353108AZNNASTRAZENECA PLC$30.5M0.17%331,384CommonSOLE
40434L105HPQHP INC$30.4M0.17%1,363,793CommonSOLE
H1467J104CBCHUBB LIMITED$30.3M0.17%97,136CommonSOLE
142339100CSLCARLISLE COS INC$30.2M0.17%94,447CommonSOLE
922908769VTIVANGUARD INDEX FDS$29.9M0.16%89,147CommonSOLE
125523100CITHE CIGNA GROUP$29.8M0.16%108,379CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$29.4M0.16%106,872CommonSOLE
20825C104COPCONOCOPHILLIPS$29.3M0.16%312,930CommonSOLE
369550108GDGENERAL DYNAMICS CORP$28.6M0.16%85,063CommonSOLE
958102105WDCWESTERN DIGITAL CORP$28.4M0.16%164,732CommonSOLE
759509102RSRELIANCE INC$28.1M0.16%97,430CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$28.0M0.15%518,773CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$27.6M0.15%487,143CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$27.3M0.15%334,236CommonSOLE
254687106DISDISNEY WALT CO$27.2M0.15%238,754CommonSOLE
172908105CTASCINTAS CORP$26.9M0.15%143,191CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$26.6M0.15%981,859CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$26.4M0.15%276,989CommonSOLE
06738E204BCSBARCLAYS PLC$26.4M0.15%1,037,171CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$26.4M0.15%263,988CommonSOLE
G54950103LINLINDE PLC$26.1M0.14%61,099CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$25.7M0.14%53,231CommonSOLE
303250104FICOFAIR ISAAC CORP$25.7M0.14%15,203CommonSOLE
835699307SONYSONY GROUP CORP$25.4M0.14%994,119CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$25.4M0.14%123,418CommonSOLE
235851102DHRDANAHER CORPORATION$25.3M0.14%110,725CommonSOLE
464287457SHYISHARES TR$25.3M0.14%305,370CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$25.3M0.14%404,844CommonSOLE
G29183103ETNEATON CORP PLC$25.2M0.14%79,273CommonSOLE
370334104GISGENERAL MLS INC$25.1M0.14%540,164CommonSOLE
22052L104CTVACORTEVA INC$24.8M0.14%370,218CommonSOLE
803054204SAPSAP SE$24.7M0.14%101,875CommonSOLE
670346105NUENUCOR CORP$24.7M0.14%151,141CommonSOLE
11271J107BNBROOKFIELD CORP$24.4M0.13%531,554CommonSOLE
718546104PSXPHILLIPS 66$24.4M0.13%188,953CommonSOLE
615369105MCOMOODYS CORP$24.2M0.13%47,466CommonSOLE
81762P102NOWSERVICENOW INC$24.2M0.13%157,785CommonSOLE
639057207NWGNATWEST GROUP PLC$24.0M0.13%1,370,108CommonSOLE
55261F104MTBM & T BK CORP$23.4M0.13%115,994CommonSOLE
872590104TMUST-MOBILE US INC$23.4M0.13%115,058CommonSOLE
74340W103PLDPROLOGIS INC.$23.3M0.13%182,572CommonSOLE
94106L109WMWASTE MGMT INC DEL$23.3M0.13%105,849CommonSOLE
G25508105CRHCRH PLC$23.1M0.13%185,637CommonSOLE
922908736VUGVANGUARD INDEX FDS$22.8M0.13%46,669CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$22.7M0.13%134,082CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$22.7M0.13%249,188CommonSOLE
03073E105CORCENCORA INC$22.7M0.13%67,242CommonSOLE
05964H105SANBANCO SANTANDER SA$22.6M0.12%1,922,870CommonSOLE
780259305SHELSHELL PLC$22.4M0.12%305,394CommonSOLE
D18190898DBDEUTSCHE BANK A G$22.2M0.12%574,990CommonSOLE
291011104EMREMERSON ELEC CO$22.2M0.12%166,941CommonSOLE
29269R105EFXTENERFLEX LTD$22.1M0.12%1,431,707CommonSOLE
063671101BMOBANK MONTREAL QUE$21.8M0.12%167,805CommonSOLE
231021106CMICUMMINS INC$21.8M0.12%42,679CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$21.7M0.12%185,138CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$21.7M0.12%46,263CommonSOLE
032654105ADIANALOG DEVICES INC$21.7M0.12%79,888CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$21.6M0.12%117,416CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$21.6M0.12%238,539CommonSOLE
H42097107UBSUBS GROUP AG$21.6M0.12%466,828CommonSOLE
12504L109CBRECBRE GROUP INC$21.6M0.12%134,223CommonSOLE
29250N105ENBENBRIDGE INC$21.5M0.12%449,923CommonSOLE
744320102PRUPRUDENTIAL FINL INC$21.5M0.12%190,609CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$21.4M0.12%47,245CommonSOLE
969457100WMBWILLIAMS COS INC$21.2M0.12%352,167CommonSOLE
244199105DEDEERE & CO$20.7M0.11%44,561CommonSOLE
624756102MLIMUELLER INDS INC$20.7M0.11%180,433CommonSOLE
46090E103QQQINVESCO QQQ TR$20.6M0.11%33,561CommonSOLE
496902404KGCKINROSS GOLD CORP$20.6M0.11%732,054CommonSOLE
126650100CVSCVS HEALTH CORP$20.6M0.11%259,380CommonSOLE
09260D107BXBLACKSTONE INC$20.6M0.11%133,353CommonSOLE
438516106HONHONEYWELL INTL INC$20.5M0.11%105,004CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$20.5M0.11%170,873CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$20.4M0.11%231,285CommonSOLE
88579Y101MMM3M CO$20.2M0.11%126,190CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$20.2M0.11%397,060CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$20.1M0.11%173,937CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$19.9M0.11%449,145CommonSOLE
464288240ACWXISHARES TR$19.7M0.11%293,985CommonSOLE
29084Q100EMEEMCOR GROUP INC$19.7M0.11%32,224CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$19.7M0.11%79,931CommonSOLE
882508104TXNTEXAS INSTRS INC$19.5M0.11%112,548CommonSOLE
95040Q104WELLWELLTOWER INC$19.5M0.11%104,884CommonSOLE
09062X103BIIBBIOGEN INC$19.4M0.11%110,268CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$19.4M0.11%65,957CommonSOLE
743315103PGRPROGRESSIVE CORP$19.3M0.11%84,759CommonSOLE
00724F101ADBEADOBE INC$19.3M0.11%55,138CommonSOLE
311900104FASTFASTENAL CO$19.2M0.11%477,790CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$19.1M0.11%1,446,646CommonSOLE
040413205ANETARISTA NETWORKS INC$19.1M0.11%145,787CommonSOLE
863667101SYKSTRYKER CORPORATION$19.0M0.11%54,142CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$18.9M0.10%58,232CommonSOLE
92343E102VRSNVERISIGN INC$18.7M0.10%77,111CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$18.7M0.10%129,929CommonSOLE
842587107SOSOUTHERN CO$18.7M0.10%214,247CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$18.5M0.10%233,806CommonSOLE
31428X106FDXFEDEX CORP$18.4M0.10%63,855CommonSOLE
097023105BABOEING CO$18.1M0.10%83,277CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$18.0M0.10%243,615CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$17.9M0.10%160,356CommonSOLE
922908751VBVANGUARD INDEX FDS$17.7M0.10%68,728CommonSOLE
464287614IWFISHARES TR$17.4M0.10%36,839CommonSOLE
45168D104IDXXIDEXX LABS INC$17.4M0.10%25,672CommonSOLE
501044101KRKROGER CO$17.1M0.09%274,246CommonSOLE
45867G101IDCCINTERDIGITAL INC$17.1M0.09%53,565CommonSOLE
020002101ALLALLSTATE CORP$17.0M0.09%81,910CommonSOLE
G3265R107APTVAPTIV PLC$17.0M0.09%222,806CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$16.6M0.09%92,225CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$16.6M0.09%383,967CommonSOLE
911363109URIUNITED RENTALS INC$16.6M0.09%20,494CommonSOLE
74762E102QUREQUANTA SVCS INC$16.4M0.09%38,862CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$16.3M0.09%52,213CommonSOLE
278865100ECLECOLAB INC$16.2M0.09%61,699CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$16.2M0.09%3,055,373CommonSOLE
406216101HALHALLIBURTON CO$16.1M0.09%568,588CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$16.0M0.09%98,550CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$15.8M0.09%996,963CommonSOLE
254067101DDSDILLARDS INC$15.8M0.09%26,075CommonSOLE
46432F842IEFAISHARES TR$15.7M0.09%175,135CommonSOLE
15135U109CVECENOVUS ENERGY INC$15.5M0.09%916,749CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$15.4M0.09%264,362CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$15.4M0.09%155,593CommonSOLE
458140100INTCINTEL CORP$15.4M0.08%417,338CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$15.4M0.08%43,523CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$15.4M0.08%26,946CommonSOLE
759530108RELXRELX PLC$15.3M0.08%377,412CommonSOLE
03076C106AMPAMERIPRISE FINL INC$15.2M0.08%31,087CommonSOLE
06849F108BBARRICK MNG CORP$15.2M0.08%349,790CommonSOLE
12572Q105CMECME GROUP INC$15.2M0.08%55,708CommonSOLE
456837103INGING GROEP N.V.$15.2M0.08%542,264CommonSOLE
052769106ADSKAUTODESK INC$15.1M0.08%50,944CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$15.1M0.08%181,604CommonSOLE
92204A702VGTVANGUARD WORLD FD$15.1M0.08%19,972CommonSOLE
099724106BWABORGWARNER INC$14.9M0.08%331,239CommonSOLE
G87052109TELTE CONNECTIVITY PLC$14.8M0.08%64,896CommonSOLE
151290889CXCEMEX SAB DE CV$14.6M0.08%1,268,909CommonSOLE
806857108SLBSLB LIMITED$14.5M0.08%378,531CommonSOLE
053332102AZOAUTOZONE INC$14.5M0.08%4,282CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$14.5M0.08%37,202CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$14.5M0.08%24,933CommonSOLE
770700102HOODROBINHOOD MKTS INC$14.4M0.08%127,699CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$14.4M0.08%77,786CommonSOLE
48251W104KKRKKR & CO INC$14.3M0.08%112,530CommonSOLE
892331307TMTOYOTA MOTOR CORP$14.2M0.08%66,360CommonSOLE
904767803ULUNILEVER PLC$14.1M0.08%216,260CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$14.1M0.08%279,608CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$14.0M0.08%486,029CommonSOLE
453038408IMOIMPERIAL OIL LTD$13.9M0.08%161,407CommonSOLE
922908629VOVANGUARD INDEX FDS$13.9M0.08%47,961CommonSOLE
125269100CFCF INDS HLDGS INC$13.9M0.08%179,665CommonSOLE
136385101CNQCANADIAN NAT RES LTD$13.9M0.08%409,873CommonSOLE
571903202MARMARRIOTT INTL INC NEW$13.9M0.08%44,675CommonSOLE
46434G103IEMGISHARES INC$13.7M0.08%204,488CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$13.6M0.08%77,553CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13.6M0.07%176,814CommonSOLE
559222401MGAMAGNA INTL INC$13.5M0.07%253,521CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$13.5M0.07%72,856CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$13.4M0.07%692,443CommonSOLE
855244109SBUXSTARBUCKS CORP$13.4M0.07%158,835CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$13.3M0.07%65,516CommonSOLE
767204100RIORIO TINTO PLC$13.2M0.07%164,527CommonSOLE
126408103CSXCSX CORP$13.1M0.07%362,039CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$13.0M0.07%183,836CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$12.9M0.07%102,695CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12.9M0.07%352,197CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$12.8M0.07%533,566CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$12.8M0.07%79,641CommonSOLE
29446M102EQNREQUINOR ASA$12.8M0.07%540,335CommonSOLE
F92124100TTETOTALENERGIES SE$12.8M0.07%195,014CommonSOLE
922908512VOEVANGUARD INDEX FDS$12.7M0.07%71,780CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12.7M0.07%61,986CommonSOLE
384802104GWWWW GRAINGER INC$12.6M0.07%12,509CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$12.5M0.07%43,408CommonSOLE
088606108BHPBHP GROUP LTD$12.5M0.07%207,441CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$12.5M0.07%173,101CommonSOLE
464287309IVWISHARES TR$12.4M0.07%100,798CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$12.4M0.07%32,346CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$12.4M0.07%1,042,457CommonSOLE
25746U109DDOMINION ENERGY INC$12.2M0.07%208,376CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$12.0M0.07%162,363CommonSOLE
48241A105KBKB FINL GROUP INC$12.0M0.07%139,627CommonSOLE
90384S303ULTAULTA BEAUTY INC$11.9M0.07%19,700CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$11.9M0.07%495,574CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11.9M0.07%41,419CommonSOLE
98978V103ZTSZOETIS INC$11.9M0.07%94,329CommonSOLE
92939U106WECWEC ENERGY GROUP INC$11.8M0.07%112,314CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$11.8M0.07%247,869CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$11.8M0.06%81,302CommonSOLE
62944T105NVRNVR INC$11.7M0.06%1,606CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$11.7M0.06%425,912CommonSOLE
438128308HMCHONDA MOTOR LTD$11.7M0.06%396,440CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11.7M0.06%41,814CommonSOLE
29364G103ETRENTERGY CORP NEW$11.6M0.06%125,911CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$11.5M0.06%134,676CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$11.5M0.06%94,332CommonSOLE
345370860FFORD MTR CO$11.4M0.06%871,862CommonSOLE
58733R102MELIMERCADOLIBRE INC$11.4M0.06%5,643CommonSOLE
922908744VTVVANGUARD INDEX FDS$11.3M0.06%59,082CommonSOLE
172062101CINFCINCINNATI FINL CORP$11.2M0.06%68,868CommonSOLE
46432F339QUALISHARES TR$11.2M0.06%56,138CommonSOLE
92276F100VTRVENTAS INC$11.1M0.06%143,839CommonSOLE
25809K105DASHDOORDASH INC$11.1M0.06%49,113CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$11.1M0.06%936,025CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11.1M0.06%192,231CommonSOLE
464287655IWMISHARES TR$11.0M0.06%44,845CommonSOLE
733174700BPOPPOPULAR INC$10.9M0.06%87,590CommonSOLE
199908104FIXCOMFORT SYS USA INC$10.8M0.06%11,601CommonSOLE
760759100RSGREPUBLIC SVCS INC$10.8M0.06%50,751CommonSOLE
464287804IJRISHARES TR$10.7M0.06%89,443CommonSOLE
Y2573F102FLEXFLEX LTD$10.7M0.06%177,287CommonSOLE
231561101CWCURTISS WRIGHT CORP$10.7M0.06%19,421CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$10.7M0.06%145,105CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$10.7M0.06%234,417CommonSOLE
704326107PAYXPAYCHEX INC$10.6M0.06%94,745CommonSOLE
929160109VMCVULCAN MATLS CO$10.6M0.06%37,041CommonSOLE
464287507IJHISHARES TR$10.6M0.06%160,004CommonSOLE
55354G100MSCIMSCI INC$10.5M0.06%18,365CommonSOLE
464287150ITOTISHARES TR$10.4M0.06%70,144CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$10.4M0.06%194,096CommonSOLE
654106103NKENIKE INC$10.4M0.06%162,931CommonSOLE
46434V407SHYGISHARES TR$10.4M0.06%242,120CommonSOLE
G87110105FTITECHNIPFMC PLC$10.4M0.06%232,596CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$10.3M0.06%41,061CommonSOLE
37733W204GSKGSK PLC$10.3M0.06%210,153CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$10.3M0.06%29,269CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$10.0M0.06%38,636CommonSOLE
98389B100XELXCEL ENERGY INC$9.9M0.05%134,622CommonSOLE
91529Y106UNMUNUM GROUP$9.9M0.05%127,546CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$9.9M0.05%44,973CommonSOLE
670100205NVONOVO-NORDISK A S$9.9M0.05%194,057CommonSOLE
67077M108NTRNUTRIEN LTD$9.9M0.05%159,680CommonSOLE
247361702DALDELTA AIR LINES INC DEL$9.8M0.05%141,795CommonSOLE
816851109SRESEMPRA$9.7M0.05%110,400CommonSOLE
40415F101HDBHDFC BANK LTD$9.7M0.05%265,461CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$9.7M0.05%61,759CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$9.6M0.05%66,876CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9.5M0.05%56,216CommonSOLE
464288521USRTISHARES TR$9.5M0.05%167,074CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$9.3M0.05%41,776CommonSOLE
871607107SNPSSYNOPSYS INC$9.3M0.05%19,812CommonSOLE
209115104EDCONSOLIDATED EDISON INC$9.3M0.05%93,681CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9.3M0.05%6,968CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$9.3M0.05%172,133CommonSOLE
366505105GTXGARRETT MOTION INC$9.2M0.05%530,603CommonSOLE
778296103ROSTROSS STORES INC$9.2M0.05%51,280CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$9.1M0.05%220,571CommonSOLE
552848103MTGMGIC INVT CORP WIS$9.0M0.05%308,969CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$9.0M0.05%164,792CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$9.0M0.05%87,587CommonSOLE
055622104BPBP PLC$9.0M0.05%258,351CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$8.8M0.05%914,191CommonSOLE
87807B107TRPTC ENERGY CORP$8.8M0.05%160,029CommonSOLE
46591M109JOYYJOYY INC$8.8M0.05%135,966CommonSOLE
059460402BBDOBANCO BRADESCO S A$8.8M0.05%3,067,093CommonSOLE
349942102FSMFORTUNA MNG CORP$8.8M0.05%897,363CommonSOLE
075887109BDXBECTON DICKINSON & CO$8.7M0.05%44,703CommonSOLE
38059T106GFIGOLD FIELDS LTD$8.7M0.05%198,662CommonSOLE
219350105GLWCORNING INC$8.6M0.05%98,661CommonSOLE
693718108PCARPACCAR INC$8.5M0.05%77,901CommonSOLE
G0403H108AONAON PLC$8.4M0.05%23,779CommonSOLE
78440P306SKMSK TELECOM CO LTD$8.4M0.05%406,742CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$8.3M0.05%159,218CommonSOLE
833445109SNOWSNOWFLAKE INC$8.2M0.05%37,603CommonSOLE
88706T108TIMBTIM S A$8.2M0.05%422,641CommonSOLE
695156109PKGPACKAGING CORP AMER$8.2M0.05%39,726CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$8.2M0.04%387,192CommonSOLE
464287689IWVISHARES TR$8.1M0.04%21,025CommonSOLE
929740108WABWABTEC$8.1M0.04%37,970CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$8.1M0.04%10,495CommonSOLE
443510607HUBBHUBBELL INC$8.1M0.04%18,182CommonSOLE
988498101YUMYUM BRANDS INC$7.9M0.04%52,103CommonSOLE
852066208SIISPROTT INC$7.9M0.04%80,482CommonSOLE
443628102HBMHUDBAY MINERALS INC$7.8M0.04%391,140CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$7.7M0.04%35,481CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7.6M0.04%144,315CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$7.5M0.04%52,543CommonSOLE
88033G407THCTENET HEALTHCARE CORP$7.5M0.04%37,878CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$7.5M0.04%425,165CommonSOLE
29444U700EQIXEQUINIX INC$7.5M0.04%9,810CommonSOLE
314211103FHIFEDERATED HERMES INC$7.4M0.04%142,991CommonSOLE
912008109USFDUS FOODS HLDG CORP$7.4M0.04%98,625CommonSOLE
45104G104IBNICICI BANK LIMITED$7.4M0.04%248,199CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$7.3M0.04%61,255CommonSOLE
920253101VMIVALMONT INDS INC$7.3M0.04%18,117CommonSOLE
609207105MDLZMONDELEZ INTL INC$7.3M0.04%135,040CommonSOLE
686330101IXORIX CORP$7.2M0.04%248,110CommonSOLE
761152107RMDRESMED INC$7.2M0.04%29,949CommonSOLE
680223104ORIOLD REP INTL CORP$7.2M0.04%156,817CommonSOLE
233331107DTEDTE ENERGY CO$7.2M0.04%55,436CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$7.1M0.04%11,475CommonSOLE
152006102CGAUCENTERRA GOLD INC$7.1M0.04%495,171CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$7.1M0.04%27,695CommonSOLE
631103108NDAQNASDAQ INC$7.1M0.04%73,086CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$7.0M0.04%74,098CommonSOLE
18915M107NETCLOUDFLARE INC$6.9M0.04%34,869CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$6.8M0.04%148,902CommonSOLE
64110W102NTESNETEASE INC$6.8M0.04%49,617CommonSOLE
G4690M101IBEXIBEX LTD$6.7M0.04%175,981CommonSOLE
941848103WATWATERS CORP$6.7M0.04%17,686CommonSOLE
78464A854SPYMSPDR SERIES TRUST$6.7M0.04%83,402CommonSOLE
456788108INFYINFOSYS LTD$6.7M0.04%374,187CommonSOLE
74587V107PBYIPUMA BIOTECHNOLOGY INC$6.7M0.04%1,120,329CommonSOLE
285512109EAELECTRONIC ARTS INC$6.6M0.04%32,542CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6.6M0.04%179,565CommonSOLE
74935Q107RBARB GLOBAL INC$6.6M0.04%64,509CommonSOLE
489170100KMTKENNAMETAL INC$6.6M0.04%233,560CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$6.6M0.04%138,506CommonSOLE
256746108DLTRDOLLAR TREE INC$6.6M0.04%53,735CommonSOLE
47215P106JDJD.COM INC$6.6M0.04%230,285CommonSOLE
85472N109STNSTANTEC INC$6.6M0.04%69,831CommonSOLE
03743Q108APAAPA CORPORATION$6.5M0.04%267,099CommonSOLE
30161N101EXCEXELON CORP$6.5M0.04%149,598CommonSOLE
26874R108EENI S P A$6.5M0.04%171,326CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$6.5M0.04%25,361CommonSOLE
74164M108PRIPRIMERICA INC$6.5M0.04%24,989CommonSOLE
948596101WBWEIBO CORP$6.4M0.04%627,978CommonSOLE
34959E109FTNTFORTINET INC$6.4M0.04%80,771CommonSOLE
136375102CNICANADIAN NATL RY CO$6.4M0.04%64,821CommonSOLE
009066101ABNBAIRBNB INC$6.4M0.04%47,181CommonSOLE
146869102CVNACARVANA CO$6.4M0.04%15,173CommonSOLE
55616P104MMACYS INC$6.4M0.04%288,283CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$6.2M0.03%99,721CommonSOLE
009158106APDAIR PRODS & CHEMS INC$6.2M0.03%25,004CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$6.2M0.03%386,844CommonSOLE
464285204IAUISHARES GOLD TR$6.2M0.03%75,967CommonSOLE
751212101RLRALPH LAUREN CORP$6.2M0.03%17,426CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$6.1M0.03%27,624CommonSOLE
570535104MKLMARKEL GROUP INC$6.1M0.03%2,853CommonSOLE
464287408IVEISHARES TR$6.1M0.03%28,867CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$6.1M0.03%69,844CommonSOLE
22822V101CCICROWN CASTLE INC$6.1M0.03%68,470CommonSOLE
013872106AAALCOA CORP$6.1M0.03%113,961CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6.1M0.03%71,233CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$6.0M0.03%35,567CommonSOLE
G4766E116INDVINDIVIOR PLC$6.0M0.03%168,484CommonSOLE
722304102PDDPDD HOLDINGS INC$6.0M0.03%53,219CommonSOLE
031100100AMEAMETEK INC$6.0M0.03%29,370CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$6.0M0.03%301,100CommonSOLE
384109104GGGGRACO INC$6.0M0.03%72,916CommonSOLE
756109104OREALTY INCOME CORP$6.0M0.03%105,936CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$5.9M0.03%4,250CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$5.9M0.03%804,268CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$5.9M0.03%22,615CommonSOLE
87612G101TRGPTARGA RES CORP$5.9M0.03%31,768CommonSOLE
78464A508SPYVSPDR SERIES TRUST$5.9M0.03%103,079CommonSOLE
644535106NGDNNEW GOLD INC CDA$5.8M0.03%668,524CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$5.8M0.03%49,382CommonSOLE
379378201GNLGLOBAL NET LEASE INC$5.8M0.03%673,892CommonSOLE
889478103TOLTOLL BROTHERS INC$5.8M0.03%42,613CommonSOLE
G8473T100STESTERIS PLC$5.8M0.03%22,681CommonSOLE
526057104LENLENNAR CORP$5.7M0.03%55,726CommonSOLE
801056102SANMSANMINA CORPORATION$5.7M0.03%38,095CommonSOLE
922908637VVVANGUARD INDEX FDS$5.7M0.03%18,136CommonSOLE
589400100MCYMERCURY GENL CORP NEW$5.7M0.03%60,244CommonSOLE
G2519Y108BAPCREDICORP LTD$5.7M0.03%19,742CommonSOLE
30161Q104EXELEXELIXIS INC$5.6M0.03%128,268CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$5.6M0.03%14,415CommonSOLE
084423102WRBBERKLEY W R CORP$5.6M0.03%79,848CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5.6M0.03%41,036CommonSOLE
384637104GHCGRAHAM HLDGS CO$5.6M0.03%5,055CommonSOLE
147528103CASYCASEYS GEN STORES INC$5.5M0.03%10,038CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$5.5M0.03%35,298CommonSOLE
540424108LLOEWS CORP$5.4M0.03%51,702CommonSOLE
922475108VEEVVEEVA SYS INC$5.4M0.03%24,347CommonSOLE
316773100FITBFIFTH THIRD BANCORP$5.4M0.03%115,577CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5.4M0.03%30,126CommonSOLE
518613203LAURLAUREATE EDUCATION INC$5.3M0.03%157,652CommonSOLE
464287622IWBISHARES TR$5.3M0.03%14,159CommonSOLE
191098102COKECOCA COLA CONS INC$5.3M0.03%34,356CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$5.3M0.03%23,531CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$5.3M0.03%326,246CommonSOLE

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.