Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Quantitative Investment Management, LLC

Q4 2023 · 13F-HR

Quantitative Investment Management, LLCholdings as filed

Filed 2024-02-13 · accession 0001445911-24-000002

$1.7M
Reported value
303
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$80,1294.61%416,190CommonSOLE
81369Y506XLESPDR Energy Select Sector Fund$47,3122.72%564,320CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$38,6622.22%262,276CommonSOLE
92826C839VVISA Inc$32,8441.89%126,157CommonSOLE
594918104MSFTMicrosoft Corp$32,6411.88%86,804CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$31,1101.79%59,092CommonSOLE
02079K305GOOGLAlphabet Inc A$30,9341.78%221,448CommonSOLE
67066G104NVDANvidia Corp$28,3731.63%57,294CommonSOLE
78468R556XOPSPDR S&P Oil & Gas Exploration & Product$27,8041.60%203,088CommonSOLE
00287Y109ABBVAbbVie Inc$27,4941.58%177,421CommonSOLE
872590104TMUST-Mobile US Inc$26,7271.54%166,706CommonSOLE
30303M102METAMeta Platforms Inc$25,4671.46%71,949CommonSOLE
78464A755XMESPDR S&P Metals & Mining ETF$25,2201.45%421,535CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$22,1281.27%25,195CommonSOLE
58933Y105MRKMERCK & CO INC$21,8521.26%200,444CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$21,8471.26%53,694CommonSOLE
872540109TJXTJX COMPANIES INC (THE)$21,5441.24%229,656CommonSOLE
64110L106NFLXNETFLIX INC$21,4041.23%43,962CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Cl B$21,1851.22%59,401CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$21,0591.21%31,904CommonSOLE
68389X105ORCLOracle Corp$20,9701.21%198,901CommonSOLE
375558103GILDGILEAD SCIENCES INC$17,8021.02%219,756CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17,3621.00%203,455CommonSOLE
30231G102XOMExxon Mobil Corp$17,2620.99%172,657CommonSOLE
717081103PFEPfizer Inc$16,2930.94%565,929CommonSOLE
58733R102MELIMercadoLibre Inc$15,8030.91%10,056CommonSOLE
57636Q104MAMastercard Incorp Common Stock$15,7560.91%36,943CommonSOLE
G54950103LINLinde PLC$15,7010.90%38,229CommonSOLE
742718109PGPROCTER & GAMBLE CO (THE)$14,7340.85%100,549CommonSOLE
931142103WMTWalmart Inc$14,4220.83%91,482CommonSOLE
478160104JNJJohnson & Johnson$14,2340.82%90,818CommonSOLE
550021109LULULululemon Athletica inc.$12,8310.74%25,097CommonSOLE
254687106DISWALT DISNEY CO (THE)$12,7070.73%140,739CommonSOLE
459200101IBMInternational Business Machines Corp$12,4860.72%76,344CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12,3600.71%41,918CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$12,3360.71%327,230CommonSOLE
855244109SBUXStarbucks Corp$12,2610.71%127,710CommonSOLE
244199105DEDeere & Co$12,2520.70%30,642CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$12,2260.70%5,346CommonSOLE
126650100CVSCvs Health Corp$12,2010.70%154,527CommonSOLE
46429B598INDAiShares MSCI India$11,7410.68%240,546CommonSOLE
049468101TEAMAtlassian Corporation PLC$11,5140.66%48,410CommonSOLE
036752103ELVElevance Health Inc$11,3330.65%24,033CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S.A.- PETROBRAS$11,1690.64%699,387CommonSOLE
67103H107ORLYO'reilly Automotive Inc$10,6860.61%11,248CommonSOLE
17275R102CSCOCisco Systems Inc$10,3810.60%205,483CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$10,0010.58%167,502CommonSOLE
912909108USX1UNITED STATES STEEL CORP$9,8180.56%201,817CommonSOLE
053332102AZOAUTOZONE INC$9,8140.56%3,796CommonSOLE
101137107BSXBoston Scientific Corp$9,6440.55%166,838CommonSOLE
718172109PMPhilip Morris International Inc$9,6170.55%102,225CommonSOLE
369604301GEGeneral Electric Co$9,6140.55%75,328CommonSOLE
285512109EAELECTRONIC ARTS INC$9,5920.55%70,119CommonSOLE
81762P102NOWServiceNow Inc$9,4910.55%13,435CommonSOLE
56585A102MPCMarathon Petroleum Corp$8,7690.50%59,108CommonSOLE
532457108LLYELI LILLY AND CO$8,7350.50%14,985CommonSOLE
20825C104COPCONOCOPHILLIPS$8,6510.50%74,533CommonSOLE
92189F106GDXVanEck Gold Miners ETF$8,2520.47%266,133CommonSOLE
90384S303ULTAUlta Beauty Inc$8,0340.46%16,397CommonSOLE
00724F101ADBEAdobe Inc$7,9150.46%13,268CommonSOLE
91913Y100VLOValero Energy Corp$7,8060.45%60,051CommonSOLE
78463V107GLDSPDR Gold Trust$7,8020.45%40,812CommonSOLE
539830109LMTLockheed Martin Corp$7,5880.44%16,743CommonSOLE
G1151C101ACNAccenture Plc$7,5810.44%21,604CommonSOLE
427866108HSYHERSHEY CO (THE)$7,4820.43%40,131CommonSOLE
666807102NOCNorthrop Grumman Corp$7,2820.42%15,557CommonSOLE
49456B101KMIKinder Morgan Inc$7,2490.42%410,945CommonSOLE
11135F101AVGOBroadcom Inc$7,1310.41%6,389CommonSOLE
H1467J104CBChubb Limited$6,9470.40%30,743CommonSOLE
25278X109FANGDiamondback Energy Inc$6,8770.40%44,348CommonSOLE
031162100AMGNAMGEN INC$6,8300.39%23,714CommonSOLE
26614N102DDDuPont de Nemours Inc$6,6660.38%86,662CommonSOLE
15135B101CNCCentene Corp$6,5260.38%87,947CommonSOLE
718546104PSXPhillips 66$6,2220.36%46,740CommonSOLE
16411R208LNGCHENIERE ENERGY INC$6,2040.36%36,348CommonSOLE
233051879ASHRXtrackers Harvest CSI 300 China A-Shares$6,1980.36%259,235CommonSOLE
42809H107HESHess Corp$5,9780.34%41,469CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$5,9680.34%35,090CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$5,9380.34%8,884CommonSOLE
126408103CSXCSX Corp$5,8190.33%167,846CommonSOLE
046353108AZNNAstrazeneca PLC$5,7650.33%85,600CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$5,7410.33%14,166CommonSOLE
501044101KRKroger Co (The)$5,6870.33%124,422CommonSOLE
052769106ADSKAutodesk Inc$5,6690.33%23,287CommonSOLE
12572Q105CMECME Group Inc$5,6610.33%26,885CommonSOLE
16119P108CHTRCharter Communications Inc$5,6510.32%14,539CommonSOLE
871607107SNPSSynopsys Inc$5,6260.32%10,927CommonSOLE
64110D104NTAPNetApp Inc$5,6190.32%63,742CommonSOLE
29444U700EQIXEQUINIX INC$5,3420.31%6,634CommonSOLE
26875P101EOGEOG RESOURCES INC$5,2680.30%43,560CommonSOLE
91912E105VALEVale S A ADR$5,1640.30%325,662CommonSOLE
14149Y108CAHCardinal Health Inc$5,1450.30%51,042CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$5,1240.29%28,142CommonSOLE
776696106ROPRoper Technologies Inc$5,0870.29%9,332CommonSOLE
704326107PAYXPaychex Inc$5,0720.29%42,587CommonSOLE
02209S103MOAltria Group$5,0200.29%124,460CommonSOLE
911363109URIUnited Rentals Inc$4,9860.29%8,696CommonSOLE
46428Q109SLVISHARES SILVER TRUST$4,8430.28%222,368CommonSOLE
723787107PXDEURPioneer Natural Resources Co$4,7890.28%21,297CommonSOLE
620076307MSIMotorola Solutions Inc$4,6740.27%14,931CommonSOLE
500767306KWEBKraneShares CSI China Internet ETF$4,6630.27%172,730CommonSOLE
47215P106JDJD.com Inc$4,6440.27%160,760CommonSOLE
58155Q103MCKMCKESSON CORP$4,5380.26%9,803CommonSOLE
31428X106FDXFedEx Corp$4,5240.26%17,887CommonSOLE
46429B671MCHIiShares MSCI China ETF$4,3110.25%105,833CommonSOLE
92204A306VDEVanguard Energy ETF$4,2940.25%36,618CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$4,2910.25%41,376CommonSOLE
231021106CMICUMMINS INC$4,2390.24%17,697CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$4,1660.24%101,377CommonSOLE
778296103ROSTROSS STORES INC$3,9960.23%28,877CommonSOLE
858119100STLDSTEEL DYNAMICS INC$3,9800.23%33,701CommonSOLE
874054109TTWOTake-Two Interactive Software Inc$3,9770.23%24,714CommonSOLE
217204106CPRTCopart Inc$3,9340.23%80,301CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$3,8820.22%51,405CommonSOLE
670346105NUENucor Corp$3,8490.22%22,119CommonSOLE
055622104BPBP P.L.C.$3,8350.22%108,346CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$3,8320.22%48,207CommonSOLE
311900104FASTFastenal Co$3,8010.22%58,697CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$3,7830.22%52,236CommonSOLE
780259305SHELShell PLC$3,7720.22%57,339CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS INC$3,7670.22%13,761CommonSOLE
682680103OKEONEOK Inc$3,7660.22%53,638CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$3,7120.21%15,935CommonSOLE
89677Q107TCOMTrip.com Group Ltd$3,7080.21%102,979CommonSOLE
92345Y106VRSKVerisk Analytics Inc$3,6530.21%15,296CommonSOLE
565788106MARAMarathon Digital Holdings Inc$3,6040.21%153,432CommonSOLE
N53745100LYBLyondellBasell Industries NV$3,5590.20%37,438CommonSOLE
00206R102TAT&T Inc$3,5340.20%210,620CommonSOLE
55354G100MSCIMSCI Inc$3,5130.20%6,211CommonSOLE
194162103CLColgate-Palmolive Co$3,5120.20%44,072CommonSOLE
693718108PCARPACCAR Inc$3,4960.20%35,810CommonSOLE
15118V207CELHCelsius Holdings$3,4900.20%64,021CommonSOLE
185899101CLFCleveland-Cliffs Inc$3,4700.20%169,975CommonSOLE
969457100WMBWILLIAMS COMPANIES INC (THE)$3,4060.20%97,811CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$3,3820.19%8,904CommonSOLE
465562106ITUBITAU UNIBANCO BANCO HOLDING SA$3,3660.19%484,443CommonSOLE
464287184FXIiShares China Large-Cap ETF$3,3300.19%138,611CommonSOLE
038222105AMATApplied Materials Inc$3,3040.19%20,389CommonSOLE
370334104GISGENERAL MILLS INC$3,2740.19%50,266CommonSOLE
59156R108METMETLIFE INC$3,2080.18%48,522CommonSOLE
Y2573F102FLEXFlex Ltd$3,1950.18%104,914CommonSOLE
45104G104IBNICICI BANK LTD$3,1930.18%133,954CommonSOLE
26884L109EQTEQT CORP$3,1070.18%80,378CommonSOLE
13321L108CCJCAMECO CORP$3,0780.18%71,427CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$3,0610.18%8,474CommonSOLE
651639106NEMNewmont Corporation$2,9920.17%72,303CommonSOLE
05722G100BKRBaker Hughes Co$2,9750.17%87,060CommonSOLE
571903202MARMARRIOTT INTERNATIONAL$2,9540.17%13,100CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$2,9280.17%12,114CommonSOLE
384802104GWWW.W. GRAINGER INC$2,9160.17%3,520CommonSOLE
337738108FISVFiserv Inc$2,9060.17%21,880CommonSOLE
45866F104ICEIntercontinental Exchange Inc$2,8590.16%22,263CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$2,8070.16%10,306CommonSOLE
05464C101AXONAxon Enterprise Inc$2,7890.16%10,799CommonSOLE
878742204TECKTeck Resources Ltd$2,7770.16%65,705CommonSOLE
026874784AIGAMERICAN INTL GROUP INC COM NEW$2,7650.16%40,826CommonSOLE
92763W103VIPSVipshop Holdings Ltd$2,7400.16%154,318CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$2,7040.16%22,855CommonSOLE
806857108SLBSCHLUMBERGER N.V.$2,6630.15%51,180CommonSOLE
500754106KHCThe Kraft Heinz Co$2,6470.15%71,591CommonSOLE
088606108BHPBHP Group Limited$2,6290.15%38,491CommonSOLE
403949100DINOHF Sinclair Corp$2,6140.15%47,048CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2,6110.15%21,491CommonSOLE
444859102HUMHumana Inc$2,5620.15%5,597CommonSOLE
001055102AFLAFLAC Inc$2,5320.15%30,691CommonSOLE
69318G106PBFPBF Energy Inc$2,5320.15%57,609CommonSOLE
842587107SOSOUTHERN CO (THE)$2,5260.15%36,026CommonSOLE
03073E105CORCencora Inc$2,5190.14%12,269CommonSOLE
50212V100LPLALPL Financial Holdings Inc$2,5190.14%11,071CommonSOLE
66987V109NVSNOVARTIS AG$2,4940.14%24,704CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$2,4870.14%18,485CommonSOLE
78709Y105SAIASaia Inc$2,4840.14%5,670CommonSOLE
767292105RIOTRiot Platforms Inc$2,4740.14%159,978CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$2,4480.14%9,349CommonSOLE
366651107ITGartner Inc$2,4450.14%5,420CommonSOLE
25179M103DVNDEVON ENERGY CORP$2,3950.14%52,888CommonSOLE
573874104MRVLMarvell Technology Group Ltd$2,3640.14%39,198CommonSOLE
767204100RIORIO TINTO PLC$2,3280.13%31,276CommonSOLE
92189F791GDXJVanEck Junior Gold Miners ETF$2,2990.13%60,646CommonSOLE
416515104HIGHARTFORD FINANCIAL SVCS GRP$2,2600.13%28,124CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2,2550.13%41,125CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY PLC$2,2430.13%26,279CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$2,2340.13%341,070CommonSOLE
88160R101TSLATesla Inc$2,1260.12%8,558CommonSOLE
98138H101WDAYWorkday Inc$2,1260.12%7,703CommonSOLE
456788108INFYInfosys Ltd$2,1260.12%115,705CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2,1240.12%8,182CommonSOLE
067901108ABXBarrick Gold Corp$2,1130.12%116,853CommonSOLE
127097103CTRACoterra Energy Inc$2,1100.12%82,708CommonSOLE
443201108HWMHowmet Aerospace$2,0980.12%38,776CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES LTD$2,0440.12%31,206CommonSOLE
464287796IYEISHARES U.S. ENERGY ETF$1,9800.11%44,890CommonSOLE
075887109BDXBECTON DICKINSON AND CO$1,9600.11%8,039CommonSOLE
380237107GDDYGoDaddy Inc$1,9550.11%18,417CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES INC$1,9440.11%10,264CommonSOLE
90138F102TWLOTwilio Inc Cl A$1,9360.11%25,518CommonSOLE
Y7542C130STNGScorpio Tankers Inc$1,9210.11%31,600CommonSOLE
949746101WMT2Wells Fargo & Co$1,8560.11%37,727CommonSOLE
538034109LYVLive Nation Entertainment Inc$1,8520.11%19,796CommonSOLE
227046109CROXCROCS INC$1,8490.11%19,795CommonSOLE
744573106PEGPublic Service Enterprise Group Inco$1,8160.10%29,711CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$1,7820.10%6,269CommonSOLE
983134107WYNNWYNN RESORTS LTD$1,7810.10%19,557CommonSOLE
867224107SUSUNCOR ENERGY INC$1,7770.10%55,473CommonSOLE
803054204SAPSap Ae Drc$1,7690.10%11,445CommonSOLE
647581206EDUNew Oriental Education & Tech Group Inc$1,7540.10%23,942CommonSOLE
69370C100PTCPtc Inc$1,7420.10%9,962CommonSOLE
830566105SKAASKECHERS U.S.A. INC$1,7020.10%27,309CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$1,6980.10%23,525CommonSOLE
406216101HALHalliburton Co$1,6810.10%46,501CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1,6800.10%46,485CommonSOLE
256677105DGDollar General Corp$1,6790.10%12,357CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$1,6630.10%3,488CommonSOLE
87612G101TRGPTarga Resources Inc$1,6630.10%19,148CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$1,6630.10%37,943CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$1,6320.09%18,967CommonSOLE
565849106MRO*MARATHON OIL CORP$1,6180.09%66,993CommonSOLE
50540R409LSILaboratory Corp of America Holdings$1,5580.09%6,858CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$1,5510.09%10,155CommonSOLE
929160109VMCVULCAN MATERIALS CO$1,5330.09%6,754CommonSOLE
12514G108CDWCdw Corp$1,5110.09%6,649CommonSOLE
962879102WPMWheaton Precious Metals Corp$1,5070.09%30,549CommonSOLE
G87110105FTITechnipFMC plc Ordinary Share$1,4930.09%74,132CommonSOLE
759509102RSRELIANCE STEEL & ALUMINUM CO.$1,4810.09%5,296CommonSOLE
H11356104BGBunge Glbl$1,4600.08%14,472CommonSOLE
760759100RSGREPUBLIC SERVICES INC$1,4290.08%8,668CommonSOLE
482480100KLACKLA Corp$1,4040.08%2,416CommonSOLE
631103108NDAQNasdaq Inc$1,3970.08%24,037CommonSOLE
69047Q102OVVOvintiv Inc$1,3780.08%31,387CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$1,3570.08%3,292CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$1,3080.08%77,065CommonSOLE
743315103PGRPROGRESSIVE CORP (THE)$1,2990.07%8,160CommonSOLE
09857L108BKNGBooking Holdings Inc$1,2980.07%366CommonSOLE
464286871EWHISHARES MSCI HONG KONG INDEX FUND$1,2830.07%73,901CommonSOLE
64110W102NTESNetEase Inc$1,2400.07%13,317CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1,2110.07%23,614CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$1,1760.07%5,231CommonSOLE
464288877EFViShares MSCI EAFE Value ETF$1,1730.07%22,521CommonSOLE
92189H607OIHVanEck Oil Services ETF$1,1710.07%3,785CommonSOLE
032095101APHAMPHENOL CORP$1,1670.07%11,773CommonSOLE
013872106AAAlcoa Corp$1,1650.07%34,279CommonSOLE
46435G334EWUiShares MSCI United Kingdom Etf$1,1540.07%34,933CommonSOLE
G96629103WTWWillis Towers Watson PLC$1,1390.07%4,726CommonSOLE
78454L100SMSm Energy Co$1,1300.06%29,194CommonSOLE
670100205NVONOVO NORDISK A/S$1,1240.06%10,866CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$1,1150.06%11,565CommonSOLE
871829107SYYSysco Corp$1,1130.06%15,227CommonSOLE
03990B101ARESAres Management LP$1,0670.06%8,975CommonSOLE
149123101CATCaterpillar Inc$1,0220.06%3,458CommonSOLE
88023U101SGITempur Sealy International Inc$9940.06%19,513CommonSOLE
892356106TSCOTractor Supply Co$9860.06%4,590CommonSOLE
74624M102PPure Storage$9690.06%27,189CommonSOLE
03743Q108APAAPA Corporation$9550.05%26,621CommonSOLE
863667101SYKStryker Corp$9400.05%3,142CommonSOLE
209115104EDConsolidated Edison Inc$9400.05%10,341CommonSOLE
30161N101EXCEXELON CORP$9360.05%26,089CommonSOLE
74834L100DGXQuest Diagnostics Inc$9310.05%6,755CommonSOLE
98389B100XELXcel Energy Inc$9220.05%14,897CommonSOLE
957638109WALWESTERN ALLIANCE BANCORPORATION$8820.05%13,409CommonSOLE
857477103STTState Street Corp$8790.05%11,359CommonSOLE
496902404KGCKINROSS GOLD CORP COM NO PAR$8730.05%144,447CommonSOLE
H8817H100RIGTransocean Ltd$8400.05%132,312CommonSOLE
254067101DDSDILLARD'S INC$8100.05%2,007CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$8060.05%10,138CommonSOLE
751212101RLRalph Lauren Corp$7300.04%5,063CommonSOLE
29364G103ETREntergy Corp$7120.04%7,042CommonSOLE
681116109OLLIOllie's Bargain Outlet Holdings Inc$7090.04%9,348CommonSOLE
46284V101IRMIron Mountain Inc$6980.04%9,980CommonSOLE
902494103TSNTYSON FOODS INC$6920.04%12,888CommonSOLE
654106103NKENIKE INC$6860.04%6,327CommonSOLE
576485205MTDRMatador Resources Co$6810.04%11,990CommonSOLE
87165B103SYFSynchrony Financial$6760.04%17,709CommonSOLE
15135U109CVECenovus Energy Inc$6330.04%38,027CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$6300.04%805CommonSOLE
020002101ALLAllstate Corp (The)$6290.04%4,498CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$5850.03%5,209CommonSOLE
125523100CICigna Group$5690.03%1,903CommonSOLE
31946M103FCNCAFIRST CITIZENS BANCSHARES INC$5640.03%398CommonSOLE
902252105TYLTyler Technologies Inc$5430.03%1,301CommonSOLE
G0450A105ACGLArch Capital Group Ltd$5360.03%7,226CommonSOLE
62955J103NOVNov Inc$5340.03%26,361CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$5330.03%25,194CommonSOLE
G3223R108EGEverest Group Ltd$5320.03%1,505CommonSOLE
626717102MURMurphy Oil Corp$5280.03%12,394CommonSOLE
61945C103MOSMOSAIC CO (THE)$4860.03%13,622CommonSOLE
M46528101FROFrontline Plc$4730.03%23,620CommonSOLE
75281A109RRCRange Resources Corp$4660.03%15,326CommonSOLE
03662Q105AKXAnsys Inc$4450.03%1,229CommonSOLE
38059T106GFIGOLD FIELDS LTD$4370.03%30,274CommonSOLE
816851109SRESEMPRA$4090.02%5,484CommonSOLE
95040Q104WELLWelltower Inc$4030.02%4,474CommonSOLE
92556V106VTRSViatris Inc$4020.02%37,189CommonSOLE
44107P104HSTHost Hotels& Resorts Inc$3850.02%19,783CommonSOLE
29446M102EQNREquinor ASA$3640.02%11,521CommonSOLE
260003108DOVDOVER CORP$3560.02%2,320CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$3460.02%3,107CommonSOLE
466313103JBLJabil Inc$3370.02%2,647CommonSOLE
291011104EMREmerson Electric Co$3310.02%3,406CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$3240.02%921CommonSOLE
33733E807FCGFirst Trust Natural Gas ETF$3220.02%13,297CommonSOLE
N00985106AERAercap Holdings N.V.$2940.02%3,965CommonSOLE
37733W204GSKGSK plc$2930.02%7,923CommonSOLE
72919P202PLUGPLUG POWER INC$1020.01%22,869CommonSOLE

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.