MondegarAI
O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Q1 2026 · 13F-HR

O'SHAUGHNESSY ASSET MANAGEMENT, LLCholdings as filed

Filed 2026-05-13 · accession 0001423442-26-000002

$20.12B
Reported value
2,651
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · O'SHAUGHNESSY ASSET MANAGEMENT, LLC · Q1 2026

AI · grounded in 13F

O'SHAUGHNESSY ASSET MANAGEMENT, LLC significantly increased its position in SPY by 576.81%. The fund also accumulated shares in AAPL by 46.2% and COST by 45.77%. On the sell side, the manager closed its position in AZNN, resulting in a negative delta of $30.46M. Other reductions included trimming IWD by 66.3% and RY by 53.3%.

Holdings as filed

First 500 of 2651

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$903.8M4.49%3,561,249CommonSOLE
67066G104NVDANVIDIA CORPORATION$821.0M4.08%4,707,545CommonSOLE
594918104MSFTMICROSOFT CORP$486.8M2.42%1,315,133CommonSOLE
02079K305GOOGLALPHABET INC$378.3M1.88%1,315,467CommonSOLE
023135106AMZNAMAZON COM INC$362.1M1.80%1,738,777CommonSOLE
11135F101AVGOBROADCOM INC$302.8M1.50%978,167CommonSOLE
02079K107GOOGALPHABET INC$276.1M1.37%962,551CommonSOLE
464287226AGGISHARES TR$251.5M1.25%2,533,553CommonSOLE
30303M102METAMETA PLATFORMS INC$234.8M1.17%410,442CommonSOLE
30231G102XOMEXXON MOBIL CORP$219.7M1.09%1,294,791CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$215.3M1.07%731,961CommonSOLE
931142103WMTWALMART INC$193.0M0.96%1,552,813CommonSOLE
88160R101TSLATESLA INC$186.7M0.93%502,231CommonSOLE
532457108LLYELI LILLY & CO$172.5M0.86%187,547CommonSOLE
478160104JNJJOHNSON & JOHNSON$168.9M0.84%690,959CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$152.1M0.76%317,440CommonSOLE
02209S103MOALTRIA GROUP INC$146.4M0.73%2,219,178CommonSOLE
92826C839VVISA INC$144.4M0.72%477,922CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$138.3M0.69%409,370CommonSOLE
40412C101HCAHCA HEALTHCARE INC$131.5M0.65%277,828CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$124.7M0.62%191,700PUTSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$122.7M0.61%123,162CommonSOLE
876030107TPRTAPESTRY INC$121.6M0.60%861,945CommonSOLE
46429B747STIPISHARES TR$120.3M0.60%1,163,284CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$116.0M0.58%178,440CommonSOLE
166764100CVXCHEVRON CORPORATION$115.9M0.58%560,366CommonSOLE
172967424CCITIGROUP INC$109.5M0.54%965,442CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$102.1M0.51%1,501,287CommonSOLE
949746101WMT2WELLS FARGO & CO$100.2M0.50%1,258,382CommonSOLE
278642103EBAYEBAY INC.$100.0M0.50%1,098,701CommonSOLE
060505104BACBANK AMERICA CORP$99.1M0.49%2,032,905CommonSOLE
37045V100GMGENERAL MTRS CO$98.2M0.49%1,318,143CommonSOLE
149123101CATCATERPILLAR INC$97.4M0.48%137,539CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$96.0M0.48%1,913,139CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$92.4M0.46%184,914CommonSOLE
64110L106NFLXNETFLIX INC.$91.7M0.46%953,290CommonSOLE
375558103GILDGILEAD SCIENCES INC$89.9M0.45%645,232CommonSOLE
17275R102CSCOCISCO SYS INC$88.1M0.44%1,134,902CommonSOLE
00287Y109ABBVABBVIE INC$86.7M0.43%398,709CommonSOLE
437076102HDHOME DEPOT INC$85.2M0.42%259,034CommonSOLE
717081103PFEPFIZER INC$80.9M0.40%2,880,883CommonSOLE
20030N101CMCSACOMCAST CORP NEW$80.2M0.40%2,791,840CommonSOLE
922908363VOOVANGUARD INDEX FDS$78.1M0.39%130,723CommonSOLE
464288646IGSBISHARES TR$76.8M0.38%1,460,256CommonSOLE
466313103JBLJABIL INC$75.5M0.38%284,246CommonSOLE
75513E101RTXRTX CORPORATION$74.8M0.37%387,919CommonSOLE
595112103MUMICRON TECHNOLOGY INC$74.2M0.37%219,555CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$72.6M0.36%85,851CommonSOLE
58933Y105MRKMERCK & CO INC$71.7M0.36%596,468CommonSOLE
59156R108METMETLIFE INC$71.7M0.36%1,013,643CommonSOLE
191216100KOCOCA COLA CO$70.6M0.35%927,902CommonSOLE
464288414MUBISHARES TR$69.2M0.34%652,281CommonSOLE
718172109PMPHILIP MORRIS INTL INC$68.4M0.34%413,502CommonSOLE
56585A102MPCMARATHON PETE CORP$67.6M0.34%277,003CommonSOLE
512807306LRCXLAM RESEARCH CORP$67.0M0.33%313,563CommonSOLE
26875P101EOGEOG RES INC$66.2M0.33%457,711CommonSOLE
500754106KHCKRAFT HEINZ CO$65.8M0.33%2,923,949CommonSOLE
742718109PGPROCTER & GAMBLE CO$64.4M0.32%445,880CommonSOLE
91913Y100VLOVALERO ENERGY CORP$63.5M0.32%256,917CommonSOLE
665859104NTRSNORTHERN TR CORP$62.7M0.31%449,078CommonSOLE
23331A109DHID R HORTON INC$61.9M0.31%450,978CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$61.2M0.30%418,408CommonSOLE
369604301GEGE AEROSPACE$61.1M0.30%215,356CommonSOLE
872540109TJXTJX COS INC NEW$58.7M0.29%367,491CommonSOLE
038222105AMATAPPLIED MATLS INC$58.5M0.29%171,304CommonSOLE
36828A101GEVGE VERNOVA INC$57.7M0.29%66,119CommonSOLE
89832Q109TFCTRUIST FINL CORP$57.4M0.29%1,249,369CommonSOLE
958102105WDCWESTERN DIGITAL CORP$57.3M0.28%211,887CommonSOLE
482480100KLACKLA CORP$57.2M0.28%38,846CommonSOLE
617446448MSMORGAN STANLEY$56.8M0.28%345,234CommonSOLE
00206R102TAT&T INC$55.3M0.27%1,907,408CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$54.2M0.27%266,231CommonSOLE
464287242LQDISHARES TR$53.6M0.27%491,359CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$53.3M0.26%136,102CommonSOLE
713448108PEPPEPSICO INC$52.5M0.26%338,399CommonSOLE
404280406HSBCHSBC HLDGS PLC$52.3M0.26%633,809CommonSOLE
G5960L103MDTMEDTRONIC PLC$51.6M0.26%595,080CommonSOLE
68389X105ORCLORACLE CORP$51.6M0.26%350,425CommonSOLE
58155Q103MCKMCKESSON CORP$51.3M0.26%59,322CommonSOLE
031162100AMGNAMGEN INC$50.9M0.25%144,588CommonSOLE
55261F104MTBM & T BK CORP$50.6M0.25%244,555CommonSOLE
548661107LOWLOWES COS INC$49.7M0.25%210,257CommonSOLE
907818108UNPUNION PAC CORP$49.6M0.25%204,626CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$49.5M0.25%214,338CommonSOLE
N07059210ASMLASML HLDG NV$48.9M0.24%37,056CommonSOLE
66987V109NVSNOVARTIS AG$48.9M0.24%320,027CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$48.1M0.24%165,031CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$47.8M0.24%403,082CommonSOLE
580135101MCDMCDONALDS CORP$47.3M0.24%152,281CommonSOLE
65339F101NEENEXTERA ENERGY INC$46.6M0.23%501,910CommonSOLE
464288679SHVISHARES TR$46.1M0.23%417,431CommonSOLE
125523100CITHE CIGNA GROUP$45.4M0.23%170,349CommonSOLE
501044101KRKROGER CO$44.1M0.22%609,484CommonSOLE
G54950103LINLINDE PLC$43.9M0.22%88,498CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$43.7M0.22%868,558CommonSOLE
701094104PHPARKER-HANNIFIN CORP$43.1M0.21%48,146CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$42.9M0.21%569,436CommonSOLE
91912E105VALEVALE S A$42.2M0.21%2,654,091CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$41.8M0.21%309,383CommonSOLE
902973304USBUS BANCORP$41.5M0.21%797,109CommonSOLE
20825C104COPCONOCOPHILLIPS$40.8M0.20%309,428CommonSOLE
464287440IEFISHARES TR$40.7M0.20%426,317CommonSOLE
857477103STTSTATE STR CORP$40.6M0.20%320,586CommonSOLE
745867101PHMPULTE GROUP INC$40.3M0.20%342,547CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$39.8M0.20%164,325CommonSOLE
651639106NEMNEWMONT CORP$39.6M0.20%366,052CommonSOLE
464287200IVVISHARES TR$39.6M0.20%60,607CommonSOLE
025816109AXPAMERICAN EXPRESS CO$39.4M0.20%130,330CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$39.4M0.20%189,361CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$38.9M0.19%84,426CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$38.7M0.19%212,207CommonSOLE
22052L104CTVACORTEVA INC$38.7M0.19%462,340CommonSOLE
922908769VTIVANGUARD INDEX FDS$38.1M0.19%118,617CommonSOLE
464288661IEIISHARES TR$37.9M0.19%319,437CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$37.6M0.19%416,864CommonSOLE
001055102AFLAFLAC INC$37.5M0.19%341,869CommonSOLE
718546104PSXPHILLIPS 66$37.3M0.19%204,654CommonSOLE
369550108GDGENERAL DYNAMICS CORP$36.5M0.18%106,456CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$36.4M0.18%600,279CommonSOLE
032095101APHAMPHENOL CORP$36.2M0.18%286,619CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$35.8M0.18%269,386CommonSOLE
G29183103ETNEATON CORP PLC$35.0M0.17%97,984CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$35.0M0.17%71,261CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$35.0M0.17%355,932CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$33.7M0.17%55,799CommonSOLE
G0593M107AZNASTRAZENECA PLC$33.7M0.17%170,651CommonSOLE
09290D101BLKBLACKROCK INC$33.2M0.17%34,559CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$33.1M0.16%7,871CommonSOLE
H1467J104CBCHUBB LTD SWITZ$33.1M0.16%101,569CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$33.1M0.16%122,294CommonSOLE
032654105ADIANALOG DEVICES INC$32.9M0.16%103,553CommonSOLE
46432F842IEFAISHARES TR$32.5M0.16%359,314CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$32.3M0.16%503,446CommonSOLE
244199105DEDEERE & CO$32.0M0.16%56,800CommonSOLE
74340W103PLDPROLOGIS INC.$31.7M0.16%240,022CommonSOLE
464288240ACWXISHARES TR$31.2M0.15%455,421CommonSOLE
759509102RSRELIANCE INC$30.9M0.15%101,664CommonSOLE
94106L109WMWASTE MGMT INC DEL$30.1M0.15%130,842CommonSOLE
882508104TXNTEXAS INSTRS INC$29.9M0.15%153,969CommonSOLE
78409V104SPGIS&P GLOBAL INC$29.9M0.15%70,193CommonSOLE
46090E103QQQINVESCO QQQ TR$29.8M0.15%51,683CommonSOLE
002824100ABTABBOTT LABORATORIES$29.4M0.15%286,498CommonSOLE
780259305SHELSHELL PLC$29.4M0.15%316,050CommonSOLE
79466L302CRMSALESFORCE INC$29.3M0.15%156,821CommonSOLE
406216101HALHALLIBURTON CO$29.3M0.15%750,575CommonSOLE
46434G103IEMGISHARES INC$29.1M0.14%417,910CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$29.0M0.14%230,811CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$28.9M0.14%220,648CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$28.9M0.14%493,770CommonSOLE
438516106HONHONEYWELL INTL INC$28.7M0.14%127,022CommonSOLE
040413205ANETARISTA NETWORKS INC$28.7M0.14%233,488CommonSOLE
256746108DLTRDOLLAR TREE INC$28.6M0.14%261,295CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$28.3M0.14%1,308,394CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$28.2M0.14%133,567CommonSOLE
969457100WMBWILLIAMS COS INC$28.1M0.14%385,546CommonSOLE
142339100CSLCARLISLE COS INC$27.9M0.14%83,675CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$27.9M0.14%387,403CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$27.6M0.14%61,867CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$27.3M0.14%290,683CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$27.1M0.13%78,627CommonSOLE
231021106CMICUMMINS INC$27.0M0.13%50,103CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$26.8M0.13%290,835CommonSOLE
670346105NUENUCOR CORP$26.8M0.13%158,463CommonSOLE
872590104TMUST-MOBILE US INC$26.7M0.13%127,074CommonSOLE
15101Q207CLSCELESTICA INC$26.6M0.13%94,394CommonSOLE
03831W108APPAPPLOVIN CORP$26.5M0.13%66,567CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$26.5M0.13%202,051CommonSOLE
90138F102TWLOTWILIO INC$26.4M0.13%210,031CommonSOLE
464287457SHYISHARES TR$26.4M0.13%319,290CommonSOLE
09062X103BIIBBIOGEN INC$25.9M0.13%141,324CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$25.7M0.13%569,115CommonSOLE
254687106DISDISNEY WALT CO$25.7M0.13%266,639CommonSOLE
922908736VUGVANGUARD INDEX FDS$25.6M0.13%58,508CommonSOLE
74762E102QUREQUANTA SVCS INC$25.5M0.13%46,357CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$25.3M0.13%97,375CommonSOLE
172908105CTASCINTAS CORP$25.3M0.13%149,589CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$25.1M0.12%191,859CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$25.1M0.12%126,580CommonSOLE
31428X106FDXFEDEX CORP$25.0M0.12%70,156CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$25.0M0.12%293,088CommonSOLE
311900104FASTFASTENAL CO$24.8M0.12%533,793CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$24.6M0.12%305,423CommonSOLE
291011104EMREMERSON ELEC CO$24.1M0.12%183,872CommonSOLE
458140100INTCINTEL CORP$23.9M0.12%541,705CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$23.9M0.12%148,939CommonSOLE
842587107SOSOUTHERN CO$23.8M0.12%246,737CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$23.6M0.12%73,716CommonSOLE
40434L105HPQHP INC$23.5M0.12%1,222,295CommonSOLE
097023105BABOEING CO$23.3M0.12%117,136CommonSOLE
62944T105NVRNVR INC$23.1M0.11%3,501CommonSOLE
863667101SYKSTRYKER CORPORATION$23.0M0.11%69,993CommonSOLE
95040Q104WELLWELLTOWER INC$22.9M0.11%115,818CommonSOLE
06738E204BCSBARCLAYS PLC$22.5M0.11%1,063,732CommonSOLE
571903202MARMARRIOTT INTL INC NEW$22.4M0.11%68,633CommonSOLE
29084Q100EMEEMCOR GROUP INC$22.3M0.11%30,203CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$22.3M0.11%853,590CommonSOLE
461202103INTUINTUIT$22.3M0.11%51,496CommonSOLE
12572Q105CMECME GROUP INC$22.2M0.11%75,246CommonSOLE
03073E105CORCENCORA INC$22.1M0.11%70,426CommonSOLE
780087102RYROYAL BK CDA$22.1M0.11%136,380CommonSOLE
806857108SLBSLB LIMITED$22.0M0.11%427,448CommonSOLE
615369105MCOMOODYS CORP$21.9M0.11%50,226CommonSOLE
05964H105SANBANCO SANTANDER SA$21.9M0.11%1,938,731CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$21.7M0.11%106,791CommonSOLE
92857W308VODVODAFONE GROUP PLC$21.6M0.11%1,435,393CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$21.6M0.11%31,588CommonSOLE
747525103QCOMQUALCOMM INC$21.5M0.11%166,738CommonSOLE
743315103PGRPROGRESSIVE CORP$21.3M0.11%107,338CommonSOLE
020002101ALLALLSTATE CORP$21.3M0.11%102,589CommonSOLE
29446M102EQNREQUINOR ASA$21.1M0.10%499,869CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$21.0M0.10%373,325CommonSOLE
624756102MLIMUELLER INDS INC$20.9M0.10%188,860CommonSOLE
855244109SBUXSTARBUCKS CORP$20.8M0.10%232,161CommonSOLE
92343E102VRSNVERISIGN INC$20.7M0.10%83,374CommonSOLE
037833100AAPLAPPLE INC$20.5M0.10%80,800PUTSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$20.5M0.10%52,406CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$20.3M0.10%976,341CommonSOLE
92204A702VGTVANGUARD WORLD FD$20.1M0.10%28,843CommonSOLE
235851102DHRDANAHER CORP DEL$20.0M0.10%105,553CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$19.9M0.10%47,705CommonSOLE
639057207NWGNATWEST GROUP PLC$19.9M0.10%1,333,926CommonSOLE
464287598IWDISHARES TR$19.8M0.10%92,753CommonSOLE
370334104GISGENERAL MILLS INC$19.8M0.10%532,315CommonSOLE
81762P102NOWSERVICENOW INC$19.8M0.10%189,327CommonSOLE
278865100ECLECOLAB INC$19.7M0.10%74,196CommonSOLE
443201108HWMHOWMET AEROSPACE INC$19.6M0.10%85,002CommonSOLE
88579Y101MMM3M CO$19.4M0.10%133,624CommonSOLE
922908751VBVANGUARD INDEX FDS$19.3M0.10%73,594CommonSOLE
125269100CFCF INDUSTRIES HOLD$19.2M0.10%147,974CommonSOLE
126650100CVSCVS HEALTH CORP$19.2M0.10%266,645CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$19.1M0.09%288,917CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$19.0M0.09%323,765CommonSOLE
464287614IWFISHARES TR$18.8M0.09%44,059CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$18.6M0.09%1,093,924CommonSOLE
219350105GLWCORNING INC$18.4M0.09%135,656CommonSOLE
98978V103ZTSZOETIS INC$18.4M0.09%155,844CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$18.2M0.09%41,989CommonSOLE
453038408IMOIMPERIAL OIL LTD$18.2M0.09%139,192CommonSOLE
126408103CSXCSX CORP$18.2M0.09%442,738CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$18.2M0.09%115,488CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18.2M0.09%185,819CommonSOLE
H42097107UBSUBS GROUP AG$18.1M0.09%464,525CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$17.9M0.09%535,251CommonSOLE
53656F599HEGDLISTED FDS TR$17.9M0.09%726,168CommonSOLE
G3265R107APTVAPTIV PLC$17.8M0.09%255,907CommonSOLE
088606108BHPBHP BILLITON LIMITED$17.6M0.09%242,134CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$17.6M0.09%106,928CommonSOLE
09260D107BXBLACKSTONE INC$17.5M0.09%152,469CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$17.4M0.09%89,173CommonSOLE
911363109URIUNITED RENTALS INC$17.4M0.09%23,914CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$17.4M0.09%100,390CommonSOLE
835699307SONYSONY GROUP CORP$17.4M0.09%839,001CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$17.2M0.09%349,122CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$17.2M0.09%56,604CommonSOLE
767204100RIORIO TINTO PLC$17.2M0.09%183,998CommonSOLE
35137L105FOXAFOX CORP$17.0M0.08%291,610CommonSOLE
G25508105CRHCRH PLC$16.8M0.08%160,184CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$16.8M0.08%274,465CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$16.7M0.08%60,031CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$16.7M0.08%265,431CommonSOLE
496902404KGCKINROSS GOLD CORP$16.5M0.08%539,220CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$16.4M0.08%87,886CommonSOLE
29444U700EQIXEQUINIX INC$16.3M0.08%16,645CommonSOLE
G87052109TELTE CONNECTIVITY PLC$16.3M0.08%77,805CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$16.2M0.08%175,494CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$16.0M0.08%3,190,531CommonSOLE
384802104GWWWW GRAINGER INC$16.0M0.08%14,662CommonSOLE
03027X100AMTAMERICAN TOWER CORP$16.0M0.08%92,489CommonSOLE
80004C200SNDKSANDISK CORP$15.9M0.08%25,050CommonSOLE
199908104FIXCOMFORT SYS USA INC$15.9M0.08%11,530CommonSOLE
803054204SAPSAP SE$15.7M0.08%91,591CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$15.6M0.08%569,526CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$15.6M0.08%260,701CommonSOLE
F92124100TTETOTALENERGIES SE$15.6M0.08%171,686CommonSOLE
48241A105KBKB FINL GROUP INC$15.6M0.08%156,408CommonSOLE
03076C106AMPAMERIPRISE FINL INC$15.6M0.08%35,099CommonSOLE
303250104FICOFAIR ISAAC CORP$15.5M0.08%14,547CommonSOLE
892331307TMTOYOTA MOTOR CORP$15.5M0.08%75,188CommonSOLE
45867G101IDCCINTERDIGITAL INC$15.5M0.08%51,270CommonSOLE
778296103ROSTROSS STORES INC$15.4M0.08%71,140CommonSOLE
55354G100MSCIMSCI INC$15.4M0.08%28,483CommonSOLE
56501R106MFCMANULIFE FINL CORP$15.2M0.08%441,493CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$15.2M0.08%55,172CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$15.2M0.08%209,194CommonSOLE
922908744VTVVANGUARD INDEX FDS$15.1M0.08%77,126CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$14.9M0.07%205,376CommonSOLE
151290889CXCEMEX SA EURO MTN BE 144A$14.9M0.07%1,302,857CommonSOLE
456837103INGING GROEP N.V.$14.9M0.07%571,413CommonSOLE
922908629VOVANGUARD INDEX FDS$14.9M0.07%51,778CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$14.9M0.07%51,763CommonSOLE
29250N105ENBENBRIDGE INC$14.8M0.07%273,918CommonSOLE
12504L109CBRECBRE GROUP INC$14.8M0.07%109,389CommonSOLE
053332102AZOAUTOZONE INC$14.7M0.07%4,361CommonSOLE
171779309CIENCIENA CORP$14.7M0.07%37,872CommonSOLE
45168D104IDXXIDEXX LABS INC$14.7M0.07%26,154CommonSOLE
86562M209SMFGSUMITOMO MITSUI FIN GRP INC$14.6M0.07%740,634CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$14.6M0.07%310,349CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$14.5M0.07%587,601CommonSOLE
D18190898DBDEUTSCHE BK AG$14.4M0.07%484,784CommonSOLE
464287804IJRISHARES TR$14.4M0.07%116,055CommonSOLE
46090E103QQQINVESCO QQQ TR$14.4M0.07%24,900PUTSOLE
525327102LDOSLEIDOS HOLDINGS INC$14.3M0.07%91,802CommonSOLE
00724F101ADBEADOBE INC$14.2M0.07%58,525CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$14.1M0.07%127,078CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$14.1M0.07%144,473CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$14.1M0.07%69,262CommonSOLE
733174700BPOPPOPULAR INC$14.0M0.07%104,694CommonSOLE
29364G103ETRENTERGY CORP NEW$13.9M0.07%123,452CommonSOLE
055622104BPBP PLC$13.7M0.07%291,977CommonSOLE
46432F339QUALISHARES TR$13.6M0.07%70,884CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$13.5M0.07%124,194CommonSOLE
904767803ULUNILEVER PLC$13.5M0.07%237,564CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$13.5M0.07%92,044CommonSOLE
345370860FFORD MTR CO$13.5M0.07%1,166,213CommonSOLE
87936R205VIVTELEFONICA BRASIL SA$13.4M0.07%844,580CommonSOLE
922908512VOEVANGUARD INDEX FDS$13.4M0.07%72,730CommonSOLE
922908637VVVANGUARD INDEX FDS$13.4M0.07%44,677CommonSOLE
559222401MGAMAGNA INTL INC$13.3M0.07%239,079CommonSOLE
760759100RSGREPUBLIC SVCS INC$13.3M0.07%60,766CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$13.2M0.07%81,613CommonSOLE
37733W204GSKGSK PLC$13.2M0.07%238,466CommonSOLE
059460402BBDOBANCO BRADESCO S A$13.1M0.07%3,994,561CommonSOLE
29269R105EFXTENERFLEX LTD$13.1M0.07%627,976CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$13.0M0.06%176,675CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$13.0M0.06%46,501CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$12.9M0.06%211,078CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$12.9M0.06%59,933CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$12.9M0.06%45,824CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$12.8M0.06%86,095CommonSOLE
464287507IJHISHARES TR$12.7M0.06%187,686CommonSOLE
464287309IVWISHARES TR$12.6M0.06%111,443CommonSOLE
82509L107SHOPSHOPIFY INC$12.5M0.06%105,792CommonSOLE
25746U109DDOMINION ENERGY INC$12.5M0.06%202,372CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$12.5M0.06%203,670CommonSOLE
852066208SIISPROTT INC$12.4M0.06%86,695CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$12.4M0.06%112,650CommonSOLE
464287655IWMISHARES TR$12.4M0.06%49,814CommonSOLE
247361702DALDELTA AIR LINES INC$12.4M0.06%185,821CommonSOLE
92939U106WECWEC ENERGY GROUP INC$12.3M0.06%106,047CommonSOLE
03743Q108APAAPA CORPORATION$12.2M0.06%286,797CommonSOLE
816851109SRESEMPRA$12.0M0.06%123,409CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$11.9M0.06%182,355CommonSOLE
052769106ADSKAUTODESK INC$11.9M0.06%49,538CommonSOLE
26874R108EENI SPA$11.8M0.06%209,295CommonSOLE
693718108PCARPACCAR INC$11.8M0.06%102,423CommonSOLE
87612E106TGTTARGET CORP$11.7M0.06%96,947CommonSOLE
92276F100VTRVENTAS INC$11.7M0.06%143,117CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$11.6M0.06%233,246CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$11.6M0.06%213,796CommonSOLE
316773100FITBFIFTH THIRD BANCORP$11.3M0.06%244,155CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$11.1M0.06%984,962CommonSOLE
609207105MDLZMONDELEZ INTL INC$11.0M0.05%191,271CommonSOLE
78440P306SKMSK TELECOM CO LTD$11.0M0.05%376,213CommonSOLE
65336K103NXSTNEXSTAR MEDIA GROUP INC$11.0M0.05%60,738CommonSOLE
46434V407SHYGISHARES TR$10.9M0.05%258,739CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$10.9M0.05%37,651CommonSOLE
988498101YUMYUM BRANDS INC$10.9M0.05%70,327CommonSOLE
88706T108TIMBTIM S A$10.9M0.05%411,766CommonSOLE
464287150ITOTISHARES TR$10.9M0.05%76,549CommonSOLE
929160109VMCVULCAN MATLS CO$10.6M0.05%38,811CommonSOLE
682680103OKEONEOK INC NEW$10.6M0.05%116,769CommonSOLE
90384S303ULTAULTA BEAUTY INC$10.5M0.05%20,120CommonSOLE
11271J107BNBROOKFIELD CORP$10.5M0.05%259,379CommonSOLE
34959E109FTNTFORTINET INC$10.5M0.05%128,175CommonSOLE
770700102HOODROBINHOOD MKTS INC$10.5M0.05%150,883CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$10.4M0.05%436,934CommonSOLE
48251W104KKRKKR & CO INC$10.4M0.05%112,397CommonSOLE
88033G407THCTENET HEALTHCARE CORP$10.4M0.05%55,005CommonSOLE
912008109USFDUS FOODS HLDG CORP$10.4M0.05%112,400CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$10.3M0.05%178,613CommonSOLE
98389B100XELXCEL ENERGY INC$10.3M0.05%129,530CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$10.2M0.05%13,256CommonSOLE
929740108WABWABTEC$10.2M0.05%40,794CommonSOLE
366505105GTXGARRETT MOTION INC$10.1M0.05%557,763CommonSOLE
87612G101TRGPTARGA RES CORP$10.1M0.05%40,254CommonSOLE
209115104EDCONSOLIDATED EDISON INC$10.0M0.05%88,649CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$10.0M0.05%89,792CommonSOLE
314211103FHIFEDERATED HERMES INC$10.0M0.05%176,122CommonSOLE
759530108RELXRELX PLC$9.9M0.05%299,779CommonSOLE
438128308HMCHONDA MOTOR CO LTD$9.9M0.05%407,362CommonSOLE
891160509TDTORONTO DOMINION BK ONT$9.9M0.05%106,038CommonSOLE
G0403H108AONAON PLC$9.9M0.05%30,522CommonSOLE
38059T106GFIGOLD FIELDS LTD$9.8M0.05%216,591CommonSOLE
464288521USRTISHARES TR$9.8M0.05%165,874CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$9.8M0.05%98,748CommonSOLE
443510607HUBBHUBBELL INC$9.8M0.05%19,890CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$9.7M0.05%449,237CommonSOLE
871607107SNPSSYNOPSYS INC$9.7M0.05%24,541CommonSOLE
889478103TOLTOLL BROTHERS INC$9.7M0.05%70,830CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$9.7M0.05%198,001CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$9.5M0.05%19,636CommonSOLE
253868103DLRDIGITAL RLTY TR INC$9.5M0.05%52,694CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$9.4M0.05%33,391CommonSOLE
231561101CWCURTISS WRIGHT CORP$9.2M0.05%13,511CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9.2M0.05%8,414CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$9.2M0.05%33,922CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$9.2M0.05%36,602CommonSOLE
009066101ABNBAIRBNB INC$9.0M0.04%71,611CommonSOLE
075887109BDXBECTON DICKINSON & CO$9.0M0.04%56,947CommonSOLE
756109104OREALTY INCOME CORP$8.9M0.04%145,998CommonSOLE
013872106AAALCOA CORP$8.9M0.04%134,235CommonSOLE
654106103NKENIKE INC$8.9M0.04%167,692CommonSOLE
489170100KMTKENNAMETAL INC$8.8M0.04%244,694CommonSOLE
099724106BWABORGWARNER INC$8.8M0.04%162,042CommonSOLE
686330101IXORIX CORP$8.7M0.04%291,079CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$8.7M0.04%231,769CommonSOLE
704326107PAYXPAYCHEX INC$8.7M0.04%94,266CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$8.6M0.04%43,813CommonSOLE
91529Y106UNMUNUM GROUP$8.6M0.04%117,806CommonSOLE
893641100TDGTRANSDIGM GROUP INC$8.5M0.04%7,335CommonSOLE
30161N101EXCEXELON CORP$8.4M0.04%171,698CommonSOLE
152006102CGAUCENTERRA GOLD INC$8.3M0.04%467,576CommonSOLE
031100100AMEAMETEK INC$8.3M0.04%38,701CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$8.2M0.04%28,079CommonSOLE
18915M107NETCLOUDFLARE INC$8.1M0.04%39,451CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$8.1M0.04%116,989CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$8.1M0.04%48,606CommonSOLE
631103108NDAQNASDAQ INC$8.1M0.04%94,965CommonSOLE
576323109MTZMASTEC INC$8.0M0.04%24,840CommonSOLE
147528103CASYCASEYS GEN STORES INC$7.9M0.04%10,916CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$7.9M0.04%13,408CommonSOLE
254067101DDSDILLARDS INC$7.9M0.04%13,727CommonSOLE
58733R102MELIMERCADOLIBRE INC$7.8M0.04%4,539CommonSOLE
761152107RMDRESMED INC$7.8M0.04%34,947CommonSOLE
063671101BMOBANK MONTREAL MEDIUM$7.7M0.04%57,104CommonSOLE
136375102CNICANADIAN NATL RY CO$7.7M0.04%75,040CommonSOLE
83418M103SEISOLARIS ENERGY INFRAS INC$7.7M0.04%135,510CommonSOLE
285512109EAELECTRONIC ARTS INC$7.6M0.04%37,317CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$7.5M0.04%153,936CommonSOLE
552848103MTGMGIC INVT CORP WIS$7.5M0.04%285,498CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$7.4M0.04%27,995CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$7.4M0.04%75,838CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$7.4M0.04%34,010CommonSOLE
78464A854SPYMSPDR SERIES TRUST$7.3M0.04%95,975CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$7.3M0.04%923,327CommonSOLE
191098102COKECOCA COLA CONS INC$7.3M0.04%37,954CommonSOLE
78464A508SPYVSPDR SERIES TRUST$7.3M0.04%128,610CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.3M0.04%227,223CommonSOLE
74587V107PBYIPUMA BIOTECHNOLOGY INC$7.3M0.04%1,138,169CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$7.3M0.04%31,178CommonSOLE
46591M109JOYYJOYY INC$7.3M0.04%124,518CommonSOLE
670100205NVONOVO-NORDISK A S$7.2M0.04%196,074CommonSOLE
715684106TLKTELEKOMUNIKASI IND$7.1M0.04%382,250CommonSOLE
16411R208LNGCHENIERE ENERGY INC$7.1M0.04%25,131CommonSOLE
G2519Y108BAPCREDICORP LTD$7.1M0.04%20,884CommonSOLE
018581108BFHBREAD FINANCIAL HOLDINGS INC$7.1M0.04%94,320CommonSOLE
464285204IAUISHARES GOLD TR$7.0M0.03%78,881CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6.9M0.03%22,767CommonSOLE
948596101WBWEIBO CORP$6.9M0.03%791,297CommonSOLE
02079K107GOOGALPHABET INC$6.9M0.03%24,100PUTSOLE
30040W108ESEVERSOURCE ENERGY$6.8M0.03%98,643CommonSOLE
817070501SENEASENECA FOODS CORP NEW$6.8M0.03%44,674CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6.7M0.03%18,755CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$6.7M0.03%350,573CommonSOLE
464287408IVEISHARES TR$6.7M0.03%31,764CommonSOLE
248019101DLXDELUXE CORP MEDIUM TERM NTS$6.7M0.03%242,055CommonSOLE
06849F108BBARRICK MNG CORP$6.7M0.03%163,159CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$6.6M0.03%100,031CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$6.6M0.03%420,376CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$6.6M0.03%69,403CommonSOLE
858119100STLDSTEEL DYNAMICS INC$6.6M0.03%36,429CommonSOLE
589400100MCYMERCURY GENL CORP NEW$6.5M0.03%74,018CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$6.5M0.03%34,435CommonSOLE
384109104GGGGRACO INC$6.5M0.03%76,627CommonSOLE
695156109PKGPACKAGING CORP AMER$6.5M0.03%30,556CommonSOLE
228368106CCKCROWN HLDGS INC$6.4M0.03%64,211CommonSOLE
981064108WFWOORI FINL GROUP INC$6.4M0.03%96,332CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$6.4M0.03%77,450CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$6.4M0.03%98,064CommonSOLE
540424108LLOEWS CORP$6.4M0.03%59,613CommonSOLE
25809K105DASHDOORDASH INC$6.3M0.03%42,237CommonSOLE
379378201GNLGLOBAL NET LEASE INC$6.2M0.03%667,518CommonSOLE
146869102CVNACARVANA CO$6.2M0.03%19,583CommonSOLE
05156V102AUPHAURINIA PHARMACEUTICALS INC$6.1M0.03%414,019CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$6.1M0.03%286,303CommonSOLE
064149107BNSBANK NOVA SCOTIA B C$6.1M0.03%88,350CommonSOLE
233331107DTEDTE ENERGY CO$6.1M0.03%41,836CommonSOLE
751212101RLRALPH LAUREN CORP$6.1M0.03%17,619CommonSOLE
636274409NGGNATIONAL GRID PLC$6.0M0.03%70,657CommonSOLE
680223104ORIOLD REP INTL CORP$6.0M0.03%149,477CommonSOLE
570535104MKLMARKEL GROUP INC$5.9M0.03%3,076CommonSOLE
464287465EFAISHARES TR$5.9M0.03%60,574CommonSOLE
45104G104IBNICICI BANK LIMITED$5.9M0.03%226,961CommonSOLE
871829107SYYSYSCO CORP$5.9M0.03%82,247CommonSOLE
493267108KEYKEYCORP$5.9M0.03%292,456CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$5.8M0.03%71,135CommonSOLE
47215P106JDJD.COM INC$5.7M0.03%194,357CommonSOLE
55024U109LITELUMENTUM HLDGS INC$5.7M0.03%8,173CommonSOLE
921909768VXUSVANGUARD STAR FDS$5.7M0.03%74,291CommonSOLE
64110W102NTESNETEASE COM INC$5.7M0.03%51,108CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5.7M0.03%71,382CommonSOLE
626717102MURMURPHY OIL CORP$5.6M0.03%136,546CommonSOLE
74164M108PRIPRIMERICA INC$5.6M0.03%22,485CommonSOLE
427866108HSYHERSHEY CO$5.6M0.03%27,065CommonSOLE
46432F396MTUMISHARES TR$5.6M0.03%23,332CommonSOLE
48268K101KTKT CORP$5.6M0.03%260,750CommonSOLE
30161Q104EXELEXELIXIS INC$5.6M0.03%129,866CommonSOLE
969904101WSMWILLIAMS SONOMA INC$5.6M0.03%30,495CommonSOLE
G8726T105TKTEEKAY CORPORATION LTD$5.6M0.03%455,091CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$5.6M0.03%149,586CommonSOLE

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.