MondegarAI
DekaBank Deutsche Girozentrale

Q2 2025 · 13F-HR

DekaBank Deutsche Girozentraleholdings as filed

Filed 2025-07-30 · accession 0001456228-25-000006

$56.1M
Reported value
1,393
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · DekaBank Deutsche Girozentrale · Q2 2025

AI · grounded in 13F

DekaBank Deutsche Girozentrale established a new position in MSFT worth $3.65M. The fund also opened new stakes in AAPL for $2.21M and AMZN for $2.13M. Additional new positions include GOOGL at $2.05M and META at $1.71M.

Holdings as filed

First 500 of 1393

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.7M6.51%7,317,273CommonSOLE
037833100AAPLAPPLE INC$2.2M3.93%10,884,086CommonSOLE
023135106AMZNAMAZON COM INC$2.1M3.80%9,474,725CommonSOLE
02079K305GOOGLALPHABET INC$2.0M3.65%11,282,439CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M3.05%2,284,020CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$989,0921.76%3,427,167CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$736,8891.31%1,322,367CommonSOLE
532457108LLYELI LILLY & CO$713,7111.27%915,360CommonSOLE
742718109PGPROCTER AND GAMBLE CO$711,3241.27%4,449,621CommonSOLE
478160104JNJJOHNSON & JOHNSON$675,0621.20%4,411,321CommonSOLE
92826C839VVISA INC$667,7251.19%1,908,755CommonSOLE
88160R101TSLATESLA INC$618,6321.10%1,924,018CommonSOLE
17275R102CSCOCISCO SYS INC$590,9781.05%8,586,581CommonSOLE
00287Y109ABBVABBVIE INC$560,8701.00%3,054,882CommonSOLE
191216100KOCOCA COLA CO$536,9910.96%7,616,417CommonSOLE
D18190898DBDEUTSCHE BANK A G$530,5000.95%18,047,605CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$507,9820.91%1,702,993CommonSOLE
64110L106NFLXNETFLIX INC$461,6430.82%346,176CommonSOLE
718172109PMPHILIP MORRIS INTL INC$457,5110.82%2,517,673CommonSOLE
58933Y105MRKMERCK & CO INC$430,0980.77%5,427,912CommonSOLE
81762P102NOWSERVICENOW INC$428,7830.76%416,444CommonSOLE
G54950103LINLINDE PLC$397,2030.71%849,301CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$394,5550.70%1,351,453CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$375,1060.67%703,054CommonSOLE
291011104EMREMERSON ELEC CO$365,1560.65%2,738,701CommonSOLE
713448108PEPPEPSICO INC$362,6320.65%2,757,161CommonSOLE
G25508105CRHCRH PLC$348,2180.62%3,798,126CommonSOLE
002824100ABTABBOTT LABS$344,2340.61%2,543,279CommonSOLE
79466L302CRMSALESFORCE INC$341,4730.61%1,237,031CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$338,3470.60%803,301CommonSOLE
701094104PHPARKER- HANNIFIN CORP$332,4260.59%469,619CommonSOLE
67066G104NVDANVIDIA CORPORATION$317,9290.57%2,004,081CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$317,4980.57%772,643CommonSOLE
02079K107GOOGALPHABET INC$315,4230.56%1,735,763CommonSOLE
437076102HDHOME DEPOT INC$310,9190.55%840,158CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$309,5510.55%7,297,469CommonSOLE
00724F101ADBEADOBE INC$303,1470.54%778,650CommonSOLE
060505104BACBANK AMERICA CORP$302,4000.54%6,319,991CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$302,3860.54%1,327,786CommonSOLE
580135101MCDMCDONALDS CORP$298,7380.53%1,021,608CommonSOLE
863667101SYKSTRYKER CORPORATION$296,9870.53%752,729CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$296,0530.53%607,262CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$291,6360.52%936,422CommonSOLE
68389X105ORCLORACLE CORP$291,1250.52%1,354,438CommonSOLE
482480100KLACKLA CORP$283,2650.51%317,420CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$277,6030.50%280,188CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$276,0400.49%2,239,931CommonSOLE
166764100CVXCHEVRON CORP NEW$274,6670.49%1,912,833CommonSOLE
760759100RSGREPUBLIC SVCS INC$269,8890.48%1,105,327CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$258,7290.46%1,193,291CommonSOLE
931142103WMTWALMART INC$257,3410.46%2,640,233CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$253,3000.45%44,018CommonSOLE
872540109TJXTJX COS INC NEW$247,7490.44%2,011,893CommonSOLE
461202103INTUINTUIT$246,1150.44%314,704CommonSOLE
30231G102XOMEXXON MOBIL CORP$238,5070.43%2,172,524CommonSOLE
G29183103ETNEATON CORP PLC$237,7470.42%673,631CommonSOLE
032654105ADIANALOG DEVICES INC$236,0680.42%999,243CommonSOLE
375558103GILDGILEAD SCIENCES INC$226,2870.40%2,040,494CommonSOLE
882508104TXNTEXAS INSTRS INC$226,0510.40%1,088,670CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$223,4840.40%506,457CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$220,6390.39%439,865CommonSOLE
98419M100XYLXYLEM INC$213,1080.38%1,656,369CommonSOLE
11135F101AVGOBROADCOM INC$208,4070.37%757,234CommonSOLE
G5960L103MDTMEDTRONIC PLC$203,3280.36%2,351,765CommonSOLE
743315103PGRPROGRESSIVE CORP$200,9540.36%762,179CommonSOLE
031162100AMGNAMGEN INC$198,4080.35%711,647CommonSOLE
74762E102QUREQUANTA SVCS INC$197,1990.35%517,038CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$195,3380.35%1,844,793CommonSOLE
12572Q105CMECME GROUP INC$188,3910.34%685,973CommonSOLE
20825C104COPCONOCOPHILLIPS$183,4660.33%2,028,920CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$182,5010.33%419,951CommonSOLE
717081103PFEPFIZER INC$179,6910.32%7,398,373CommonSOLE
254687106DISDISNEY WALT CO$177,2960.32%1,416,537CommonSOLE
816851109SRESEMPRA$176,6380.32%2,332,884CommonSOLE
110122108BMYBRISTOL- MYERS SQUIBB CO$176,0350.31%3,782,490CommonSOLE
03662Q105AKXANSYS INC$175,3640.31%503,319CommonSOLE
N82405106STLASTELLANTIS N. V$172,0290.31%16,978,909CommonSOLE
609207105MDLZMONDELEZ INTL INC$169,9590.30%2,545,820CommonSOLE
58155Q103MCKMCKESSON CORP$165,2030.29%227,498CommonSOLE
03073E105CORCENCORA INC$161,6550.29%543,013CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$157,9770.28%516,204CommonSOLE
G7S00T104PNRPENTAIR PLC$154,9770.28%1,489,715CommonSOLE
031100100AMEAMETEK INC$154,0550.27%852,057CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$153,5560.27%1,317,039CommonSOLE
038222105AMATAPPLIED MATLS INC$148,8780.27%816,742CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$147,0710.26%482,230CommonSOLE
285512109EAELECTRONIC ARTS INC$146,4820.26%918,463CommonSOLE
N3167Y103RACEFERRARI N V$145,2730.26%296,770CommonSOLE
65339F101NEENEXTERA ENERGY INC$144,9040.26%2,158,008CommonSOLE
58733R102MELIMERCADOLIBRE INC$144,7330.26%55,537CommonSOLE
H42097107UBSUBS GROUP AG$144,1440.26%4,269,505CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$142,5900.25%1,628,243CommonSOLE
26875P101EOGEOG RES INC$140,6430.25%1,175,048CommonSOLE
20030N101CMCSACOMCAST CORP NEW$139,6520.25%3,965,486CommonSOLE
501044101KRKROGER CO$139,5240.25%1,954,861CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$138,0270.25%190,443CommonSOLE
907818108UNPUNION PAC CORP$137,5010.25%590,385CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$137,3660.25%417,024CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$137,0480.24%1,747,168CommonSOLE
438516106HONHONEYWELL INTL INC$136,5240.24%598,248CommonSOLE
235851102DHRDANAHER CORPORATION$135,5740.24%678,074CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$132,7980.24%748,680CommonSOLE
384802104GWWGRAINGER W W INC$131,9760.24%128,721CommonSOLE
036752103ELVELEVANCE HEALTH INC$131,0410.23%343,263CommonSOLE
369604301GEGE AEROSPACE$130,9680.23%508,277CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$130,3990.23%1,467,005CommonSOLE
833034101SNASNAP ON INC$129,1420.23%415,921CommonSOLE
126650100CVSCVS HEALTH CORP$127,2620.23%1,858,556CommonSOLE
74340W103PLDPROLOGIS INC.$127,0430.23%1,199,812CommonSOLE
94106L109WMWASTE MGMT INC DEL$126,8370.23%551,205CommonSOLE
149123101CATCATERPILLAR INC$126,5220.23%326,603CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$126,1720.23%582,869CommonSOLE
595112103MUMICRON TECHNOLOGY INC$126,1550.23%1,004,363CommonSOLE
949746101WMT2WELLS FARGO CO NEW$124,5970.22%1,551,518CommonSOLE
780087102RYROYAL BK CDA$122,7800.22%945,161CommonSOLE
693506107PPGPPG INDS INC$119,4300.21%1,061,312CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$116,9230.21%535,381CommonSOLE
052769106ADSKAUTODESK INC$116,3920.21%380,832CommonSOLE
78409V104SPGIS& P GLOBAL INC$115,4100.21%221,303CommonSOLE
46284V101IRMIRON MTN INC DEL$114,8250.20%1,122,500CommonSOLE
872590104TMUST- MOBILE US INC$111,4370.20%474,289CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$110,0090.20%211,207CommonSOLE
59156R108METMETLIFE INC$106,9310.19%1,338,783CommonSOLE
032095101APHAMPHENOL CORP NEW$106,4940.19%1,086,445CommonSOLE
35671D857FCXFREEPORT- MCMORAN INC$106,2310.19%2,397,817CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$105,0490.19%148,822CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$104,8660.19%185,413CommonSOLE
001084102AGCOAGCO CORP$101,9900.18%995,210CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$101,0720.18%534,779CommonSOLE
H1467J104CBCHUBB LIMITED$100,7030.18%354,484CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$99,4280.18%1,275,786CommonSOLE
231021106CMICUMMINS INC$98,8090.18%300,506CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$98,6460.18%1,336,403CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$97,7380.17%177,524CommonSOLE
G0403H108AONAON PLC$97,0030.17%275,444CommonSOLE
12532H104GIBCGI INC$96,1950.17%924,054CommonSOLE
436440101HO1HOLOGIC INC$96,1230.17%1,475,379CommonSOLE
90384S303ULTAULTA BEAUTY INC$95,8250.17%209,415CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$95,2740.17%570,546CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$94,9730.17%416,064CommonSOLE
988498101YUMYUM BRANDS INC$94,6470.17%635,355CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$92,5130.17%267,825CommonSOLE
747525103QCOMQUALCOMM INC$92,1750.16%580,772CommonSOLE
125896100CMSCMS ENERGY CORP$91,6070.16%1,333,955CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$91,3970.16%803,807CommonSOLE
244199105DEDEERE & CO$90,7400.16%175,338CommonSOLE
494368103KMBKIMBERLY- CLARK CORP$89,1110.16%697,962CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$87,1790.16%937,682CommonSOLE
N3168P101FERFERROVIAL SE$86,3700.15%1,628,846CommonSOLE
16359R103CHECHEMED CORP NEW$85,3020.15%155,267CommonSOLE
336433107FSLRFIRST SOLAR INC$83,9970.15%524,203CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$83,4290.15%314,052CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$83,1600.15%337,337CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$83,1180.15%644,854CommonSOLE
891160509TDTORONTO DOMINION BK ONT$82,8490.15%1,141,081CommonSOLE
617446448MSMORGAN STANLEY$82,6490.15%587,689CommonSOLE
92338C103VLTOVERALTO CORP$81,8550.15%814,216CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$81,4890.15%2,187,064CommonSOLE
871607107SNPSSYNOPSYS INC$81,2000.14%160,063CommonSOLE
00766T100ACMAECOM$80,9870.14%722,409CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$79,9870.14%440,848CommonSOLE
36828A101GEVGE VERNOVA INC$79,8570.14%151,508CommonSOLE
075887109BDXBECTON DICKINSON & CO$79,8250.14%460,083CommonSOLE
778296103ROSTROSS STORES INC$77,2760.14%602,273CommonSOLE
278865100ECLECOLAB INC$75,4790.13%282,134CommonSOLE
G25839104CCEPCOCA- COLA EUROPACIFIC PARTNE$74,6890.13%823,086CommonSOLE
85472N109STNSTANTEC INC$74,4010.13%685,175CommonSOLE
252131107DXCMDEXCOM INC$73,7150.13%850,305CommonSOLE
704326107PAYXPAYCHEX INC$71,4480.13%494,586CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$71,2560.13%353,610CommonSOLE
690742101OCOWENS CORNING NEW$70,7740.13%514,195CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$69,9900.12%324,122CommonSOLE
98980G102ZSZSCALER INC$69,9450.12%221,212CommonSOLE
806407102HSICHENRY SCHEIN INC$69,9120.12%953,792CommonSOLE
29444U700EQIXEQUINIX INC$69,8920.12%87,996CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$68,9810.12%1,049,330CommonSOLE
053611109AVYAVERY DENNISON CORP$68,5280.12%391,783CommonSOLE
00206R102TAT& T INC$67,2020.12%2,390,279CommonSOLE
337738108FISVFISERV INC$66,0440.12%380,495CommonSOLE
56501R106MFCMANULIFE FINL CORP$65,9970.12%2,057,848CommonSOLE
458140100INTCINTEL CORP$65,5100.12%2,841,433CommonSOLE
172967424CCITIGROUP INC$65,1870.12%770,610CommonSOLE
871829107SYYSYSCO CORP$64,2070.11%853,417CommonSOLE
H01301128ALCALCON AG$63,8010.11%726,793CommonSOLE
H2906T109GRMNGARMIN LTD$63,4350.11%308,787CommonSOLE
125523100CITHE CIGNA GROUP$62,2310.11%191,483CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$61,2310.11%445,889CommonSOLE
82509L107SHOPSHOPIFY INC$60,5000.11%524,986CommonSOLE
23804L103DDOGDATADOG INC$60,2690.11%454,510CommonSOLE
95040Q104WELLWELLTOWER INC$58,3130.10%382,262CommonSOLE
880770102TERTERADYNE INC$58,2590.10%650,784CommonSOLE
12504L109CBRECBRE GROUP INC$58,1800.10%416,478CommonSOLE
126408103CSXCSX CORP$57,3540.10%1,742,129CommonSOLE
88579Y101MMM3M CO$56,2100.10%369,131CommonSOLE
651639106NEMNEWMONT CORP$55,8540.10%985,815CommonSOLE
053332102AZOAUTOZONE INC$55,4240.10%15,359CommonSOLE
457187102INGRINGREDION INC$54,9040.10%406,344CommonSOLE
366651107ITGARTNER INC$54,7170.10%134,054CommonSOLE
615369105MCOMOODYS CORP$54,0650.10%109,449CommonSOLE
29362U104ENTGENTEGRIS INC$53,7190.10%655,508CommonSOLE
487836108KKELLANOVA$53,3500.10%672,291CommonSOLE
Y2573F102FLEXFLEX LTD$53,0030.09%1,067,652CommonSOLE
903731107ULSUL SOLUTIONS INC$52,3960.09%756,505CommonSOLE
98978V103ZTSZOETIS INC$52,3710.09%332,878CommonSOLE
693718108PCARPACCAR INC$52,1900.09%547,111CommonSOLE
09075V102BNTXBIONTECH SE$51,7640.09%481,397CommonSOLE
253868103DLRDIGITAL RLTY TR INC$51,5880.09%300,216CommonSOLE
192422103CGNXCOGNEX CORP$50,6890.09%1,610,000CommonSOLE
277432100EMNEASTMAN CHEM CO$50,6530.09%666,094CommonSOLE
654106103NKENIKE INC$50,5940.09%703,082CommonSOLE
26210C104DBXDROPBOX INC$50,1500.09%1,780,763CommonSOLE
025816109AXPAMERICAN EXPRESS CO$49,7570.09%155,374CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$49,1660.09%628,869CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$48,8460.09%184,360CommonSOLE
833445109SNOWSNOWFLAKE INC$48,0130.09%215,220CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$47,6220.08%61,077CommonSOLE
136375102CNICANADIAN NATL RY CO$47,2180.08%456,770CommonSOLE
548661107LOWLOWES COS INC$46,7780.08%208,628CommonSOLE
370334104GISGENERAL MLS INC$46,1830.08%913,326CommonSOLE
001055102AFLAFLAC INC$46,1180.08%436,993CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$45,2800.08%1,001,107CommonSOLE
136385101CNQCANADIAN NAT RES LTD$45,2520.08%1,427,745CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$44,9810.08%324,866CommonSOLE
893641100TDGTRANSDIGM GROUP INC$44,8580.08%29,877CommonSOLE
311900104FASTFASTENAL CO$44,7030.08%1,063,709CommonSOLE
03831W108APPAPPLOVIN CORP$44,6650.08%130,549CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$43,4230.08%407,825CommonSOLE
722304102PDDPDD HOLDINGS INC$42,5320.08%408,010CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$42,5190.08%537,626CommonSOLE
89055F103BLDTOPBUILD CORP$42,0520.08%130,738CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$41,7190.07%561,798CommonSOLE
695156109PKGPACKAGING CORP AMER$41,6460.07%221,172CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$41,5680.07%520,665CommonSOLE
184496107CLHCLEAN HARBORS INC$41,5210.07%180,000CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$40,3790.07%253,389CommonSOLE
443510607HUBBHUBBELL INC$40,2910.07%99,199CommonSOLE
64110D104NTAPNETAPP INC$37,3770.07%357,351CommonSOLE
40412C101HCAHCA HEALTHCARE INC$37,3180.07%98,819CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$36,5010.07%113,193CommonSOLE
16115Q308GTLSCHART INDS INC$36,4670.07%218,000CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$36,4630.07%127,404CommonSOLE
852234103XYZBLOCK INC$36,3530.06%541,204CommonSOLE
855244109SBUXSTARBUCKS CORP$36,1900.06%389,057CommonSOLE
104674106BRCBRADY CORP$36,0470.06%524,913CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$35,6740.06%396,106CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$35,0590.06%109,639CommonSOLE
020002101ALLALLSTATE CORP$34,9410.06%178,876CommonSOLE
443201108HWMHOWMET AEROSPACE INC$34,9270.06%186,717CommonSOLE
056525108BMIBADGER METER INC$34,3030.06%137,060CommonSOLE
31428X106FDXFEDEX CORP$33,8880.06%147,268CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$33,7300.06%28,421CommonSOLE
303250104FICOFAIR ISAAC CORP$33,5670.06%18,508CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$32,3810.06%113,469CommonSOLE
55354G100MSCIMSCI INC$32,1990.06%55,423CommonSOLE
16411R208LNGCHENIERE ENERGY INC$31,9270.06%132,933CommonSOLE
15135B101CNCCENTENE CORP DEL$31,5890.06%583,845CommonSOLE
H50430232LOGILOGITECH INTL S A$31,4920.06%347,673CommonSOLE
46266C105IQVIQVIA HLDGS INC$31,2250.06%198,648CommonSOLE
03076C106AMPAMERIPRISE FINL INC$31,0370.06%58,558CommonSOLE
67077M108NTRNUTRIEN LTD$30,9300.06%534,983CommonSOLE
874054109TTWOTAKE- TWO INTERACTIVE SOFTWAR$30,9270.06%126,359CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$30,9180.06%478,870CommonSOLE
98138H101WDAYWORKDAY INC$30,1720.05%126,363CommonSOLE
87612E106TGTTARGET CORP$29,4260.05%292,694CommonSOLE
756109104OREALTY INCOME CORP$29,4240.05%513,413CommonSOLE
45168D104IDXXIDEXX LABS INC$29,2280.05%54,792CommonSOLE
08265T208BSYBENTLEY SYS INC$29,2000.05%540,732CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$28,8310.05%93,492CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$28,7370.05%800,000CommonSOLE
115236101BROBROWN & BROWN INC$28,5640.05%260,347CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$28,5130.05%96,080CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$28,0030.05%275,038CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$27,7230.05%171,005CommonSOLE
09260D107BXBLACKSTONE INC$27,4760.05%180,044CommonSOLE
878742204TECKTECK RESOURCES LTD$26,9230.05%661,708CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$26,6680.05%746,287CommonSOLE
G0176J109ALLEALLEGION PLC$26,6220.05%185,886CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$26,5710.05%93,532CommonSOLE
22822V101CCICROWN CASTLE INC$26,5440.05%263,196CommonSOLE
34959E109FTNTFORTINET INC$26,3890.05%253,806CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$26,0050.05%691,631CommonSOLE
466313103JBLJABIL INC$25,7880.05%115,076CommonSOLE
013091103ACIALBERTSONS COS INC$25,7180.05%1,217,131CommonSOLE
92343E102VRSNVERISIGN INC$25,4860.05%88,470CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$25,4450.05%276,974CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$25,3560.05%308,058CommonSOLE
56585A102MPCMARATHON PETE CORP$24,8570.04%149,014CommonSOLE
056752108BIDUBAIDU INC$24,6420.04%286,775CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$24,5640.04%112,801CommonSOLE
89832Q109TFCTRUIST FINL CORP$24,4820.04%572,564CommonSOLE
72352L106PINSPINTEREST INC$24,4030.04%659,733CommonSOLE
759509102RSRELIANCE INC$24,4010.04%76,901CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$24,3730.04%208,291CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$24,2920.04%265,166CommonSOLE
G3323L100FNFABRINET$24,2740.04%82,088CommonSOLE
574599106MASMASCO CORP$24,1050.04%376,778CommonSOLE
37045V100GMGENERAL MTRS CO$23,8880.04%478,958CommonSOLE
718546104PSXPHILLIPS 66$23,7660.04%199,461CommonSOLE
91913Y100VLOVALERO ENERGY CORP$23,5370.04%175,852CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$23,4860.04%405,000CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$23,4780.04%143,524CommonSOLE
624756102MLIMUELLER INDS INC$23,0730.04%295,564CommonSOLE
40415F101HDBHDFC BANK LTD$23,0050.04%301,487CommonSOLE
02209S103MOALTRIA GROUP INC$22,8410.04%388,836CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$22,6230.04%365,130CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$22,5190.04%446,375CommonSOLE
571903202MARMARRIOTT INTL INC NEW$22,4870.04%81,515CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$21,9180.04%1,032,693CommonSOLE
49177J102KVUEKENVUE INC$21,7840.04%1,057,490CommonSOLE
N97284108NBISNEBIUS GROUP N. V.$21,5700.04%406,516CommonSOLE
88339J105TTDTHE TRADE DESK INC$21,5010.04%303,999CommonSOLE
925652109VICIVICI PPTYS INC$21,0760.04%652,154CommonSOLE
911363109URIUNITED RENTALS INC$20,4710.04%27,205CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$20,4490.04%108,771CommonSOLE
456788108INFYINFOSYS LTD$20,3760.04%1,119,802CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$20,2950.04%79,305CommonSOLE
806857108SLBSCHLUMBERGER LTD$20,2540.04%591,915CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$20,2400.04%110,525CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$20,1320.04%168,135CommonSOLE
217204106CPRTCOPART INC$20,0620.04%411,055CommonSOLE
775711104ROLROLLINS INC$20,0490.04%356,700CommonSOLE
91529Y106UNMUNUM GROUP$20,0370.04%250,712CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$20,0200.04%98,544CommonSOLE
45167R104IEXIDEX CORP$19,9160.04%112,957CommonSOLE
98422D105XPEVXPENG INC$19,8860.04%1,100,000CommonSOLE
941848103WATWATERS CORP$19,8380.04%56,576CommonSOLE
29250N105ENBENBRIDGE INC$19,5950.03%434,873CommonSOLE
209115104EDCONSOLIDATED EDISON INC$19,5320.03%199,260CommonSOLE
69370C100PTCPTC INC$19,5060.03%115,193CommonSOLE
902973304USBUS BANCORP DEL$19,4960.03%427,700CommonSOLE
315616102FFIVF5 INC$19,4570.03%65,826CommonSOLE
30161Q104EXELEXELIXIS INC$19,2180.03%429,690CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$19,1020.03%269,062CommonSOLE
40434L105HPQHP INC$19,0170.03%768,305CommonSOLE
05464C101AXONAXON ENTERPRISE INC$18,9330.03%22,812CommonSOLE
62944T105NVRNVR INC$18,7250.03%2,532CommonSOLE
858119100STLDSTEEL DYNAMICS INC$18,6250.03%142,906CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$18,5740.03%237,936CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$18,5070.03%57,685CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$18,5000.03%87,554CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$18,3870.03%279,247CommonSOLE
349553107FTSFORTIS INC$18,0830.03%377,359CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$17,8910.03%57,884CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$17,6340.03%294,321CommonSOLE
37959E102GLGLOBE LIFE INC$17,4470.03%141,543CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$17,4210.03%218,013CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$17,2630.03%138,735CommonSOLE
384109104GGGGRACO INC$17,2040.03%199,393CommonSOLE
670346105NUENUCOR CORP$16,9610.03%130,143CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$16,9080.03%569,961CommonSOLE
942622200WSOWATSCO INC$16,8410.03%38,869CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$16,7570.03%114,837CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$16,7420.03%162,666CommonSOLE
842587107SOSOUTHERN CO$16,7400.03%184,531CommonSOLE
009066101ABNBAIRBNB INC$16,4060.03%121,255CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$16,3790.03%430,839CommonSOLE
256677105DGDOLLAR GEN CORP NEW$16,2290.03%142,306CommonSOLE
969457100WMBWILLIAMS COS INC$16,1660.03%255,493CommonSOLE
063671101BMOBANK MONTREAL QUE$15,7820.03%144,747CommonSOLE
172908105CTASCINTAS CORP$15,7490.03%71,094CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$15,6050.03%280,330CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$15,4980.03%158,568CommonSOLE
65290E101NXTNEXTRACKER INC$15,4470.03%320,263CommonSOLE
11271J107BNBROOKFIELD CORP$15,3960.03%244,684CommonSOLE
38526M106LOPEGRAND CANYON ED INC$15,3440.03%81,694CommonSOLE
958102105WDCWESTERN DIGITAL CORP$15,2340.03%240,010CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$15,1860.03%168,835CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$15,1740.03%272,850CommonSOLE
46187W107INVHINVITATION HOMES INC$15,0150.03%456,798CommonSOLE
45687V106IRINGERSOLL RAND INC$14,8830.03%176,427CommonSOLE
22160N109CSGPCOSTAR GROUP INC$14,7690.03%183,640CommonSOLE
093712107BEBLOOM ENERGY CORP$14,7250.03%643,397CommonSOLE
922475108VEEVVEEVA SYS INC$14,6390.03%51,742CommonSOLE
058498106BALLBALL CORP$14,5570.03%257,901CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$14,4920.03%115,973CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$14,4540.03%207,845CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14,3120.03%86,618CommonSOLE
297178105ESSESSEX PPTY TR INC$14,2370.03%50,197CommonSOLE
260557103DOWDOW INC$14,0290.03%521,867CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$13,9830.02%676,230CommonSOLE
009158106APDAIR PRODS & CHEMS INC$13,9740.02%49,496CommonSOLE
866674104SUISUN CMNTYS INC$13,8640.02%110,373CommonSOLE
260003108DOVDOVER CORP$13,7790.02%74,933CommonSOLE
09062X103BIIBBIOGEN INC$13,6810.02%108,721CommonSOLE
444859102HUMHUMANA INC$13,6400.02%55,702CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$13,6260.02%34,019CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$13,5510.02%131,773CommonSOLE
929089100VOYAVOYA FINANCIAL INC$13,5220.02%193,594CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$13,4370.02%520,308CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$13,4040.02%55,970CommonSOLE
553530106MSMMSC INDL DIRECT INC$13,3490.02%156,119CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$13,0840.02%353,836CommonSOLE
526057104LENLENNAR CORP$12,8750.02%116,856CommonSOLE
501889208LKQLKQ CORP$12,8690.02%346,913CommonSOLE
294429105EFXEQUIFAX INC$12,8460.02%49,291CommonSOLE
116794108BRKRBRUKER CORP$12,7850.02%307,040CommonSOLE
496902404KGCKINROSS GOLD CORP$12,7770.02%852,306CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$12,7370.02%441,081CommonSOLE
92939U106WECWEC ENERGY GROUP INC$12,6470.02%122,847CommonSOLE
N00985106AERAERCAP HOLDINGS NV$12,5930.02%107,117CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$12,5290.02%88,021CommonSOLE
86333M108LRNSTRIDE INC$12,4500.02%86,230CommonSOLE
87612G101TRGPTARGA RES CORP$12,4340.02%71,038CommonSOLE
744320102PRUPRUDENTIAL FINL INC$12,3390.02%115,229CommonSOLE
59522J103MAAMID- AMER APT CMNTYS INC$12,3010.02%82,773CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$12,2800.02%144,616CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$12,2370.02%275,006CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$12,2330.02%115,130CommonSOLE
552848103MTGMGIC INVT CORP WIS$11,6760.02%425,042CommonSOLE
30161N101EXCEXELON CORP$11,6620.02%272,620CommonSOLE
500754106KHCKRAFT HEINZ CO$11,5850.02%450,113CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$11,4630.02%46,061CommonSOLE
45104G104IBNICICI BANK LIMITED$11,4570.02%343,641CommonSOLE
G3223R108EGEVEREST GROUP LTD$11,4540.02%34,044CommonSOLE
655663102NDSNNORDSON CORP$11,3370.02%52,742CommonSOLE
34959J108FTVFORTIVE CORP$11,2380.02%223,469CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$11,1940.02%36,311CommonSOLE
550021109LULULULULEMON ATHLETICA INC$11,1910.02%47,314CommonSOLE
89531P105TREXTREX CO INC$10,9430.02%200,000CommonSOLE
219948106CPAYCORPAY INC$10,9190.02%33,457CommonSOLE
745867101PHMPULTE GROUP INC$10,9180.02%103,334CommonSOLE
45337C102INCYINCYTE CORP$10,9140.02%160,078CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$10,8640.02%505,697CommonSOLE
681919106OMCOMNICOM GROUP INC$10,8440.02%153,439CommonSOLE
257651109DCIDONALDSON INC$10,8330.02%156,424CommonSOLE
18915M107NETCLOUDFLARE INC$10,8210.02%55,984CommonSOLE
518439104ELLAUDER ESTEE COS INC$10,7790.02%132,694CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$10,7600.02%113,692CommonSOLE
553498106MSAMSA SAFETY INC$10,7540.02%64,061CommonSOLE
25809K105DASHDOORDASH INC$10,6950.02%43,845CommonSOLE
351858105FNVFRANCO NEV CORP$10,6820.02%65,842CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10,6380.02%62,972CommonSOLE
92276F100VTRVENTAS INC$10,5670.02%168,881CommonSOLE
22052L104CTVACORTEVA INC$10,5210.02%142,530CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$10,4580.02%147,014CommonSOLE
345370860FFORD MTR CO$10,3990.02%975,625CommonSOLE
44332N106HTHTH WORLD GROUP LTD$10,3970.02%311,837CommonSOLE
87807B107TRPTC ENERGY CORP$10,3840.02%215,979CommonSOLE
857477103STTSTATE STR CORP$10,3630.02%97,443CommonSOLE
29476L107EQREQUITY RESIDENTIAL$10,2580.02%151,975CommonSOLE
682680103OKEONEOK INC NEW$10,2310.02%125,709CommonSOLE
12514G108CDWCDW CORP$10,2270.02%57,487CommonSOLE
750917106RMBSRAMBUS INC DEL$9,9970.02%154,173CommonSOLE
929740108WABWABTEC$9,9960.02%48,066CommonSOLE
37637K108GTLBGITLAB INC$9,9270.02%220,227CommonSOLE
88162G103TTEKTETRA TECH INC NEW$9,8910.02%279,017CommonSOLE
G02602103DOXAMDOCS LTD$9,8520.02%107,432CommonSOLE
631103108NDAQNASDAQ INC$9,8460.02%110,422CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9,8270.02%591,465CommonSOLE
23331A109DHID R HORTON INC$9,8060.02%75,311CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$9,8000.02%222,156CommonSOLE
80105N105SNYSANOFI$9,6260.02%200,000CommonSOLE
452327109ILMNILLUMINA INC$9,6170.02%102,344CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9,5890.02%99,718CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$9,5890.02%107,791CommonSOLE
278642103EBAYEBAY INC.$9,5810.02%128,873CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$9,5210.02%100,752CommonSOLE
13321L108CCJCAMECO CORP$9,4640.02%126,964CommonSOLE
60937P106MDBMONGODB INC$9,4390.02%44,326CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$9,4210.02%113,029CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$9,3000.02%264,067CommonSOLE
15135U109CVECENOVUS ENERGY INC$9,2320.02%678,918CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$9,2180.02%30,437CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$9,0850.02%586,260CommonSOLE
92936U109WPCWP CAREY INC$9,0760.02%143,926CommonSOLE
42809H107HESHESS CORP$9,0730.02%65,214CommonSOLE
353514102FELEFRANKLIN ELEC INC$9,0720.02%101,687CommonSOLE
526107107LIILENNOX INTL INC$9,0580.02%15,999CommonSOLE
086516101BBYBEST BUY INC$9,0520.02%132,625CommonSOLE
125269100CFCF INDS HLDGS INC$8,9680.02%98,357CommonSOLE
682189105ONON SEMICONDUCTOR CORP$8,8890.02%168,622CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$8,7200.02%24,346CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$8,6430.02%61,765CommonSOLE
219350105GLWCORNING INC$8,6150.02%165,752CommonSOLE
902653104UDRUDR INC$8,5510.02%209,493CommonSOLE
831865209AOSSMITH A O CORP$8,4120.02%128,054CommonSOLE
49446R109KIMKIMCO RLTY CORP$8,3990.01%399,716CommonSOLE
093671105HRBBLOCK H & R INC$8,3950.01%154,795CommonSOLE
189054109CLXCLOROX CO DEL$8,3870.01%70,048CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$8,3870.01%265,786CommonSOLE
05352A100AVTRAVANTOR INC$8,3320.01%628,082CommonSOLE
81141R100SESEA LTD$8,3130.01%51,881CommonSOLE
443573100HUBSHUBSPOT INC$8,2590.01%14,966CommonSOLE
714046109RVTYREVVITY INC$8,2550.01%84,585CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$8,2430.01%26,599CommonSOLE
371901109GNTXGENTEX CORP$8,2390.01%375,336CommonSOLE
25746U109DDOMINION ENERGY INC$8,1400.01%145,721CommonSOLE
761152107RMDRESMED INC$8,1280.01%31,923CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$8,0990.01%71,870CommonSOLE
G8473T100STESTERIS PLC$7,8700.01%32,863CommonSOLE
G39108108GTESGATES INDL CORP PLC$7,8420.01%340,816CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$7,7700.01%44,740CommonSOLE
29249E109ACTENACT HLDGS INC$7,7640.01%217,575CommonSOLE
427866108HSYHERSHEY CO$7,6250.01%45,821CommonSOLE
004498101ACIWACI WORLDWIDE INC$7,6180.01%167,265CommonSOLE
47215P106JDJD. COM INC$7,5970.01%232,800CommonSOLE
87901J105TGNATEGNA INC$7,5330.01%451,928CommonSOLE
143658300CCL1EURCARNIVAL CORP$7,4920.01%271,586CommonSOLE
133131102CPTCAMDEN PPTY TR$7,4300.01%66,275CommonSOLE
N20944109CNHCNH INDL N V$7,3780.01%576,634CommonSOLE

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.