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Quantitative Investment Management, LLC

Q3 2024 · 13F-HR

Quantitative Investment Management, LLCholdings as filed

Filed 2024-11-14 · accession 0001445911-24-000007

$1.0M
Reported value
310
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287184FXIiShares China Large-Cap ETF$82,3348.11%2,590,753CommonSOLE
500767306KWEBKraneShares CSI China Internet ETF$53,6325.28%1,576,496CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$46,1394.55%281,201CommonSOLE
30303M102METAMeta Platforms Inc$43,8204.32%76,551CommonSOLE
594972408MSTRMicrostrategy Inc$33,6463.31%199,566CommonSOLE
149123101CATCaterpillar Inc$28,6392.82%73,224CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$19,4401.92%183,195CommonSOLE
58155Q103MCKMCKESSON CORP$19,0471.88%38,525CommonSOLE
02079K305GOOGLAlphabet Inc A$17,9101.76%107,993CommonSOLE
81369Y100XLBMATERIALS SELECT SECTOR SPDR$17,8501.76%185,213CommonSOLE
81369Y803XLKSPDR S&P Technology ETF$16,7171.65%74,050CommonSOLE
78464A714XRTSPDR S&P Retail ETF$15,8491.56%204,005CommonSOLE
023135106AMZNAmazon.com Inc$15,7671.55%84,622CommonSOLE
037833100AAPLApple Inc$15,1201.49%64,893CommonSOLE
00287Y109ABBVAbbVie Inc$14,6321.44%74,097CommonSOLE
47215P106JDJD.com Inc$14,2271.40%355,699CommonSOLE
911363109URIUnited Rentals Inc$13,5071.33%16,681CommonSOLE
464287523SOXXiShares Semiconductor ETF$13,1771.30%57,147CommonSOLE
79466L302CRMSalesforce Inc$11,8881.17%43,434CommonSOLE
46429B671MCHIiShares MSCI China ETF$11,4691.13%225,288CommonSOLE
16119P108CHTRCharter Communications Inc$11,4441.13%35,313CommonSOLE
126650100CVSCvs Health Corp$11,3921.12%181,176CommonSOLE
146869102CVNACarvana Co Cl A$10,8591.07%62,370CommonSOLE
252131107DXCMDexCom Inc$10,4871.03%156,439CommonSOLE
458140100INTCIntel Corp$10,2571.01%437,246CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$9,2450.91%140,101CommonSOLE
12572Q105CMECME Group Inc$8,9010.88%40,343CommonSOLE
G5960L103MDTMedtronic Plc$8,8450.87%98,252CommonSOLE
57636Q104MAMastercard Incorp Common Stock$8,0440.79%16,290CommonSOLE
78464A755XMESPDR S&P Metals & Mining ETF$7,3780.73%115,803CommonSOLE
14149Y108CAHCardinal Health Inc$7,3130.72%66,174CommonSOLE
256677105DGDollar General Corp$6,9730.69%82,454CommonSOLE
038222105AMATApplied Materials Inc$6,6240.65%32,784CommonSOLE
654106103NKENIKE INC$6,6000.65%74,666CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$6,2320.61%695,583CommonSOLE
26856L103ELFELF BEAUTY INC$5,7440.57%52,683CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC$5,5830.55%75,794CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$5,4790.54%5,212CommonSOLE
67103H107ORLYO'reilly Automotive Inc$5,4020.53%4,691CommonSOLE
N07059210ASMLASML HOLDING N.V.$5,2570.52%6,310CommonSOLE
907818108UNPUNION PACIFIC CORP$5,1840.51%21,035CommonSOLE
46428Q109SLVISHARES SILVER TRUST$4,9930.49%175,770CommonSOLE
92826C839VVISA Inc$4,5360.45%16,498CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4,4630.44%89,411CommonSOLE
58733R102MELIMercadoLibre Inc$4,4520.44%2,170CommonSOLE
384802104GWWW.W. GRAINGER INC$4,2930.42%4,133CommonSOLE
863667101SYKStryker Corp$4,2230.42%11,691CommonSOLE
666807102NOCNorthrop Grumman Corp$4,2110.41%7,976CommonSOLE
20030N101CMCSACOMCAST CORP-CLASS A$4,1480.41%99,323CommonSOLE
910047109UALUnited Airlines Holdings Inc$4,1280.41%72,362CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4,0300.40%6,516CommonSOLE
45687V106IRIngersoll Rand Inc$3,9770.39%40,520CommonSOLE
92204A702VGTVanguard Information Tech ETF - DNQ$3,8490.38%6,563CommonSOLE
216648501COOCooper Companies Inc$3,6970.36%33,506CommonSOLE
538034109LYVLive Nation Entertainment Inc$3,6960.36%33,757CommonSOLE
143658300CCL1EURCarnival Corp$3,6760.36%198,954CommonSOLE
70450Y103PYPLPayPal Holdings Inc$3,5880.35%45,994CommonSOLE
231021106CMICUMMINS INC$3,5490.35%10,963CommonSOLE
256746108DLTRDollar Tree Inc$3,5400.35%50,347CommonSOLE
09857L108BKNGBooking Holdings Inc$3,4790.34%826CommonSOLE
G29183103ETNEATON CORP PLC$3,3930.33%10,239CommonSOLE
512807306LRCXLAM RESEARCH CORP$3,3350.33%4,087CommonSOLE
501044101KRKroger Co (The)$3,2960.32%57,539CommonSOLE
12008R107BLDRBuilders FirstSource Inc$3,2820.32%16,934CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$3,2490.32%40,475CommonSOLE
053332102AZOAUTOZONE INC$3,2310.32%1,026CommonSOLE
92840M102VSTVistra Energy Corp$3,2270.32%27,229CommonSOLE
00846U101AAgilent Technologies Inc$3,1700.31%21,351CommonSOLE
617446448MSMORGAN STANLEY COM NEW$3,1440.31%30,162CommonSOLE
482480100KLACKLA Corp$3,0920.30%3,993CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$3,0710.30%150,139CommonSOLE
871607107SNPSSynopsys Inc$3,0580.30%6,040CommonSOLE
11135F101AVGOBroadcom Inc$2,9580.29%17,152CommonSOLE
30231G102XOMExxon Mobil Corp$2,7850.27%23,764CommonSOLE
056752108BIDUBaidu Inc$2,7810.27%26,421CommonSOLE
92189F676SMHVanEck Semiconductor ETF$2,7050.27%11,023CommonSOLE
G54950103LINLinde PLC$2,6660.26%5,592CommonSOLE
172967424CCITIGROUP INC COM NEW$2,6280.26%41,989CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing CoLtd$2,5650.25%14,770CommonSOLE
941848103WATWaters Corp$2,5400.25%7,058CommonSOLE
844741108LUVSOUTHWEST AIRLINES CO$2,5320.25%85,456CommonSOLE
464286772EWYiShares MSCI South Korea ETF$2,5060.25%39,196CommonSOLE
368736104GNRCGenerac Holdlings Inc$2,5050.25%15,767CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$2,4080.24%50,327CommonSOLE
311900104FASTFastenal Co$2,3030.23%32,246CommonSOLE
46434G772EWTiShares MSCI Taiwan ETF$2,2830.22%42,398CommonSOLE
464286871EWHISHARES MSCI HONG KONG INDEX FUND$2,2580.22%121,045CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings Ltd$2,2160.22%108,081CommonSOLE
50212V100LPLALPL Financial Holdings Inc$2,1910.22%9,421CommonSOLE
518439104ELESTEE LAUDER COMPANIES INC (THE)$2,1620.21%21,693CommonSOLE
72919P202PLUGPLUG POWER INC$2,1550.21%953,953CommonSOLE
G0403H108AONAon Class A$2,1250.21%6,142CommonSOLE
704326107PAYXPaychex Inc$2,1110.21%15,736CommonSOLE
29444U700EQIXEQUINIX INC$2,0950.21%2,361CommonSOLE
526057104LENLENNAR CORP$2,0670.20%11,029CommonSOLE
90138F102TWLOTwilio Inc Cl A$2,0610.20%31,609CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$1,9980.20%7,374CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1,9670.19%4,005CommonSOLE
260003108DOVDOVER CORP$1,9540.19%10,195CommonSOLE
94106L109WMWASTE MANAGEMENT INC$1,9180.19%9,240CommonSOLE
464288810IHIiShares U.S. Medical Devices ETF$1,9150.19%32,339CommonSOLE
478160104JNJJohnson & Johnson$1,9020.19%11,738CommonSOLE
68389X105ORCLOracle Corp$1,8920.19%11,109CommonSOLE
942622200WSOWatsco Inc Cl A$1,8800.19%3,823CommonSOLE
125523100CICigna Group$1,8630.18%5,380CommonSOLE
988498101YUMYUM! BRANDS INC$1,8360.18%13,148CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$1,7500.17%11,298CommonSOLE
690742101OCOWENS CORNING NEW COM$1,7250.17%9,773CommonSOLE
767204100RIORIO TINTO PLC$1,7030.17%23,938CommonSOLE
88339J105TTDThe Trade Desk Inc Cl A$1,6790.17%15,314CommonSOLE
922475108VEEVVeeva Systems Inc$1,6040.16%7,646CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$1,5970.16%20,697CommonSOLE
33733E302FDNFirst Trust DJ Internet Index Fund$1,5650.15%7,391CommonSOLE
977852102WOLF*Wolfspeed Inc$1,5610.15%160,948CommonSOLE
92556H2060VVBParamount Global B$1,5600.15%146,981CommonSOLE
460690100IPGInterpublic Group of Companies Inc (The)$1,5570.15%49,253CommonSOLE
339750101FNDFloor & Decor Holdings Inc$1,5560.15%12,535CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL INC$1,5230.15%1,016CommonSOLE
74967X103RHRH Common Stock$1,5120.15%4,524CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1,5040.15%14,511CommonSOLE
363576109AJGARTHUR J. GALLAGHER & CO.$1,4890.15%5,293CommonSOLE
878742204TECKTeck Resources Ltd$1,4800.15%28,331CommonSOLE
00751Y106AAPADVANCE AUTO PARTS INC$1,4660.14%37,623CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$1,4650.14%8,063CommonSOLE
934423104WBDWarner Bros Disc Inc$1,4570.14%176,673CommonSOLE
55616P104MMACY'S INC$1,4380.14%91,685CommonSOLE
760759100RSGREPUBLIC SERVICES INC$1,4260.14%7,105CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1,4230.14%10,441CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,3990.14%2,708CommonSOLE
88023U101SGITempur Sealy International Inc$1,3820.14%25,324CommonSOLE
40412C101HCAHCA Healthcare Inc$1,3500.13%3,322CommonSOLE
64110L106NFLXNETFLIX INC$1,3270.13%1,872CommonSOLE
682189105ONON Semiconductor Corp$1,3080.13%18,026CommonSOLE
45866F104ICEIntercontinental Exchange Inc$1,3030.13%8,117CommonSOLE
477143101JBLUJetBlue Airways Corp$1,2760.13%194,578CommonSOLE
049468101TEAMAtlassian Corporation PLC$1,2620.12%7,951CommonSOLE
69331C108PCGPG&E Corp$1,2430.12%62,923CommonSOLE
142339100CSLCARLISLE COMPANIES INC$1,2330.12%2,743CommonSOLE
852234103XYZBlock Inc$1,2190.12%18,172CommonSOLE
40434L105HPQHP Inc$1,2160.12%33,916CommonSOLE
500255104KSSKOHL'S CORP$1,2050.12%57,143CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$1,2030.12%14,027CommonSOLE
05464C101AXONAxon Enterprise Inc$1,1900.12%2,978CommonSOLE
03990B101ARESAres Management LP$1,1780.12%7,564CommonSOLE
74762E102QUREQuanta Services Inc$1,1680.12%3,920CommonSOLE
574795100MASIMasimo Corp$1,1510.11%8,640CommonSOLE
30212P303EXPEExpedia Group Inc$1,1490.11%7,767CommonSOLE
880770102TERTeradyne Inc$1,1410.11%8,525CommonSOLE
09290D101BLKBlackrock Inc$1,1390.11%1,200CommonSOLE
871829107SYYSysco Corp$1,1240.11%14,408CommonSOLE
576323109MTZMastec Inc$1,1210.11%9,107CommonSOLE
29414B104EPAMEpam Systems Inc$1,1140.11%5,600CommonSOLE
58933Y105MRKMERCK & CO INC$1,1130.11%9,808CommonSOLE
099724106BWABORGWARNER INC$1,1130.11%30,678CommonSOLE
032654105ADIAnalog Devices Inc$1,1120.11%4,832CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$1,1110.11%7,425CommonSOLE
011659109ALKALASKA AIR GROUP INC$1,1090.11%24,540CommonSOLE
30161N101EXCEXELON CORP$1,0930.11%26,973CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$1,0690.11%5,386CommonSOLE
G6095L109Aptiv PLC$1,0690.11%14,849CommonSOLE
040413106ANETEURArista Networks Inc$1,0600.10%2,763CommonSOLE
00214Q104ARKKARK Innovation ETF$1,0480.10%22,050CommonSOLE
55354G100MSCIMSCI Inc$1,0360.10%1,778CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1,0310.10%5,840CommonSOLE
536797103LADLITHIA MOTORS INC$1,0300.10%3,244CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$1,0290.10%19,393CommonSOLE
088606108BHPBHP Group Limited$1,0260.10%16,534CommonSOLE
59156R108METMETLIFE INC$1,0200.10%12,367CommonSOLE
053774105CARAvis Budget Group Inc$1,0160.10%11,600CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$1,0030.10%4,355CommonSOLE
15135B101CNCCentene Corp$9950.10%13,229CommonSOLE
573874104MRVLMarvell Technology Group Ltd$9930.10%13,781CommonSOLE
438516106HONHoneywell International Inc$9860.10%4,774CommonSOLE
571748102MRSHMARSH & MCLENNAN COMPANIES INC$9710.10%4,356CommonSOLE
227046109CROXCROCS INC$9560.09%6,604CommonSOLE
159864107CRLCharles River Laboratories International$9540.09%4,848CommonSOLE
465562106ITUBITAU UNIBANCO BANCO HOLDING SA$9530.09%143,424CommonSOLE
032095101APHAMPHENOL CORP$9230.09%14,179CommonSOLE
00214Q302ARKGARK Genomic Revolution ETF$9120.09%35,633CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS INC$9100.09%3,057CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$8980.09%1,912CommonSOLE
466313103JBLJabil Inc$8950.09%7,472CommonSOLE
291011104EMREmerson Electric Co$8740.09%7,999CommonSOLE
Y2573F102FLEXFlex Ltd$8650.09%25,900CommonSOLE
366651107ITGartner Inc$8540.08%1,686CommonSOLE
16411R208LNGCHENIERE ENERGY INC$8400.08%4,675CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY PLC$8150.08%7,447CommonSOLE
95082P105WCCWESCO INTERNATIONAL INC$8020.08%4,780CommonSOLE
89677Q107TCOMTrip.com Group Ltd$7770.08%13,076CommonSOLE
832696405SJMJ.M. SMUCKER CO (THE)$7760.08%6,409CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP$7710.08%2,084CommonSOLE
338307101FIVNFive9 Inc$7600.07%26,482CommonSOLE
14817C107FLNACassava Sciences Inc$7590.07%25,796CommonSOLE
15118V207CELHCelsius Holdings$7440.07%23,749CommonSOLE
74144T108TROWT. ROWE PRICE GROUP INC$7400.07%6,798CommonSOLE
05464T104AXSMAxsome Therapeutics Inc$7390.07%8,231CommonSOLE
74624M102PPure Storage$7300.07%14,546CommonSOLE
565788106MARAMARA Holdings Inc$7280.07%44,904CommonSOLE
751212101RLRalph Lauren Corp$7190.07%3,712CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$7150.07%6,187CommonSOLE
219948106CPAYCorpay Inc$6960.07%2,228CommonSOLE
G491BT108IVZINVESCO PLC$6940.07%39,537CommonSOLE
620076307MSIMotorola Solutions Inc$6890.07%1,534CommonSOLE
464287515IGVIshr S&P Gs Sftw$6870.07%7,696CommonSOLE
05329W102ANAutoNation Inc$6840.07%3,827CommonSOLE
962166104WYWeyerhaeuser Co$6800.07%20,109CommonSOLE
55306N104MKSIMks Instruments Inc$6730.07%6,198CommonSOLE
N6596X109NXPINXP Semiconductors N.V.$6700.07%2,793CommonSOLE
92345Y106VRSKVerisk Analytics Inc$6700.07%2,502CommonSOLE
34959E109FTNTFortinet Inc$6620.07%8,549CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC$6550.06%2,501CommonSOLE
78709Y105SAIASaia Inc$6520.06%1,493CommonSOLE
436440101HO1Hologic Inc$6510.06%7,992CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$6500.06%5,642CommonSOLE
626755102MUSAMurphy Usa Inc$6380.06%1,295CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$6300.06%27,500CommonSOLE
26614N102DDDuPont de Nemours Inc$6240.06%7,011CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$6180.06%3,769CommonSOLE
40415F101HDBHDFC Bank Ltd$6110.06%9,779CommonSOLE
M98068105WIXWix.com Ltd$6020.06%3,602CommonSOLE
64110D104NTAPNetApp Inc$6010.06%4,870CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$5990.06%4,950CommonSOLE
45104G104IBNICICI BANK LTD$5920.06%19,860CommonSOLE
13646K108CPCanadian Pacific Kansas City Limited$5850.06%6,841CommonSOLE
502431109LHXL3Harris Technologies Inc$5840.06%2,459CommonSOLE
N53745100LYBLyondellBasell Industries NV$5680.06%5,926CommonSOLE
13321L108CCJCAMECO CORP$5660.06%11,871CommonSOLE
69370C100PTCPtc Inc$5660.06%3,133CommonSOLE
194162103CLColgate-Palmolive Co$5650.06%5,447CommonSOLE
G7S00T104PNRPENTAIR PLC.$5620.06%5,752CommonSOLE
00130H105AESTHE AES CORP$5610.06%27,982CommonSOLE
247361702DALDelta Air Lines Inc$5510.05%10,864CommonSOLE
45784P101PODDInsulet Corp$5450.05%2,345CommonSOLE
958102105WDCWestern Digital Corp$5450.05%7,992CommonSOLE
963320106WHRWHIRLPOOL CORP$5350.05%5,004CommonSOLE
885160101THOThor Industries Inc$5310.05%4,840CommonSOLE
013872106AAAlcoa Corp$5270.05%13,665CommonSOLE
456788108INFYInfosys Ltd$5260.05%23,664CommonSOLE
29362U104ENTGEntegris Inc$5130.05%4,563CommonSOLE
67059N108NTNXNUTANIX INC$5110.05%8,638CommonSOLE
302491303FMCFMC CORP$5070.05%7,697CommonSOLE
21036P108STZCONSTELLATION BRANDS INC-A$5030.05%1,954CommonSOLE
233051879ASHRXtrackers Harvest CSI 300 China A-Shares$4840.05%16,937CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$4740.05%4,697CommonSOLE
02553E106AEOAmerican Eagle Outfitters Inc$4680.05%20,914CommonSOLE
H1467J104CBChubb Limited$4650.05%1,613CommonSOLE
808513105SCHWTHE CHARLES SCHWAB CORP$4650.05%7,189CommonSOLE
464286806EWGISHARES MSCI GERMANY INDEX FUND$4550.04%13,471CommonSOLE
358039105FRPTFRESHPET INC$4540.04%3,325CommonSOLE
819047101SHAKShake Shack Inc$4490.04%4,352CommonSOLE
412822108HOGHARLEY-DAVIDSON INC$4430.04%11,516CommonSOLE
707569109PENNPENN Entertainment Inc$4360.04%23,127CommonSOLE
171779309CIENCiena Corp$4340.04%7,059CommonSOLE
98419M100XYLXylem Inc$4290.04%3,184CommonSOLE
874080104TALTAL Education Group American Depositary$4260.04%36,041CommonSOLE
354613101BENFranklin Resources Inc$4250.04%21,126CommonSOLE
26922A842JETSU.S. Global Jets ETF$4200.04%20,302CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUITIES INC$4170.04%3,517CommonSOLE
629377508NRGNRG Energy Inc$4120.04%4,529CommonSOLE
464286608EZUiShares MSCI Eurozone ETF$4100.04%7,867CommonSOLE
87612G101TRGPTarga Resources Inc$4050.04%2,738CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP INC$3940.04%4,594CommonSOLE
969457100WMBWILLIAMS COMPANIES INC (THE)$3740.04%8,213CommonSOLE
122017106BURLBurlington Stores Inc$3730.04%1,417CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES INC$3700.04%1,234CommonSOLE
754730109RJFRAYMOND JAMES FINANCIAL INC$3640.04%2,979CommonSOLE
693656100PVHPVH Corp$3600.04%3,574CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$3520.03%1,985CommonSOLE
00214Q401ARKWARK WEB X.0 ETF$3430.03%4,034CommonSOLE
37954Y871URAGlobal X Uranium ETF$3410.03%11,930CommonSOLE
200340107CMAComerica Inc$3290.03%5,493CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$3290.03%1,326CommonSOLE
861012102STMSTMICROELECTRONICS N.V.$3220.03%10,852CommonSOLE
922042874VGKVanguard FTSEEuropean ETF$3210.03%4,527CommonSOLE
534187109LNCLINCOLN NATL CORP IND COM$3160.03%10,033CommonSOLE
929160109VMCVULCAN MATERIALS CO$3090.03%1,235CommonSOLE
N00985106AERAercap Holdings N.V.$3030.03%3,201CommonSOLE
002896207ANFABERCROMBIE & FITCH CO$2990.03%2,143CommonSOLE
546347105LPXLOUISIANA-PACIFIC CORP$2960.03%2,763CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$2920.03%1,415CommonSOLE
172908105CTASCINTAS CORP$2900.03%1,411CommonSOLE
92189F791GDXJVanEck Junior Gold Miners ETF$2860.03%5,878CommonSOLE
G3323L100FNFabrinet$2830.03%1,200CommonSOLE
G3223R108EGEverest Group Ltd$2830.03%723CommonSOLE
253868103DLRDIGITAL RLTY TR INC COM$2820.03%1,747CommonSOLE
548661107LOWLOWE'S COMPANIES INC$2730.03%1,010CommonSOLE
89055F103BLDTopBuild Corp$2720.03%670CommonSOLE
78463X509SPEMSPDR Port Emerging Markets ETF$2670.03%6,470CommonSOLE
647581206EDUNew Oriental Education & Tech Group Inc$2610.03%3,446CommonSOLE
78463X202FEZSPDR DJ EURO STOXX 50 ETF$2550.03%4,808CommonSOLE
759509102RSReliance Inc.$2540.03%881CommonSOLE
G87052109TELTE Connectivity Ltd$2530.02%1,678CommonSOLE
665859104NTRSNORTHERN TRUST CORP$2470.02%2,751CommonSOLE
902973304USBU.S. BANCORP$2460.02%5,398CommonSOLE
L44385109GLOBGlobant S.A.$2450.02%1,240CommonSOLE
92763W103VIPSVipshop Holdings Ltd$2430.02%15,475CommonSOLE
74340W103PLDPROLOGIS INC$2290.02%1,821CommonSOLE
19247G107COHRCoherent Corp$2280.02%2,575CommonSOLE
047649108ATKRAtkore Inc$2260.02%2,672CommonSOLE
747525103QCOMQualcomm Inc$2240.02%1,320CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2200.02%802CommonSOLE
070830104BBWIBath & Body Works Inc$2190.02%6,866CommonSOLE
437076102HDHOME DEPOT INC (THE)$2180.02%540CommonSOLE
219350105GLWCorning Inc$2170.02%4,807CommonSOLE
372460105GPCGenuine Parts Co$2140.02%1,538CommonSOLE
M2682V108CYBRCyberArk Software Ltd$2100.02%722CommonSOLE
126408103CSXCSX Corp$2050.02%5,943CommonSOLE
615369105MCOMOODY'S CORP$2010.02%424CommonSOLE
464288224ICLNiShares S&P Global Clean Energy Index Fd$1780.02%12,146CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1760.02%11,973CommonSOLE

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.