MondegarAI
DekaBank Deutsche Girozentrale

Q4 2025 · 13F-HR

DekaBank Deutsche Girozentraleholdings as filed

Filed 2026-01-28 · accession 0001456228-26-000001

$57.9M
Reported value
1,386
Positions
2025-12-31
Period end
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The Brief · DekaBank Deutsche Girozentrale · Q4 2025

AI · grounded in 13F

DekaBank Deutsche Girozentrale increased its position in NVDA by 49.99%. The fund also accumulated shares in RACE by 16.12% and AMZN by 10.08%. Conversely, it trimmed its holdings in DB by 11.70% and MSFT by 3.90%.

Holdings as filed

First 500 of 1386

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.3M5.63%7,417,273CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.9M4.99%3,006,612CommonSOLE
037833100AAPLAPPLE INC$2.1M3.57%10,884,086CommonSOLE
023135106AMZNAMAZON COM INC$2.1M3.56%10,429,725CommonSOLE
02079K305GOOGLALPHABET INC$2.1M3.55%11,282,439CommonSOLE
11135F101AVGOBROADCOM INC$1.1M1.92%757,234CommonSOLE
30303M102METAMETA PLATFORMS INC$1.1M1.87%2,284,020CommonSOLE
742718109PGPROCTER AND GAMBLE CO$788,9631.36%4,449,621CommonSOLE
58933Y105MRKMERCK & CO INC$774,0211.34%5,427,912CommonSOLE
532457108LLYELI LILLY & CO$746,0281.29%915,360CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$725,9771.25%3,427,167CommonSOLE
478160104JNJJOHNSON & JOHNSON$709,2521.23%4,411,321CommonSOLE
D18190898DBDEUTSCHE BANK A G$704,3801.22%17,786,599CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$662,0571.14%1,322,367CommonSOLE
92826C839VVISA INC$568,3130.98%1,908,755CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$565,7170.98%1,702,993CommonSOLE
00287Y109ABBVABBVIE INC$541,2330.94%3,054,882CommonSOLE
713448108PEPPEPSICO INC$532,3250.92%2,757,161CommonSOLE
191216100KOCOCA COLA CO$517,9170.90%7,616,417CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$501,2660.87%936,422CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$488,4190.84%772,643CommonSOLE
17275R102CSCOCISCO SYS INC$449,0780.78%8,586,581CommonSOLE
G54950103LINLINDE PLC$414,0000.72%849,301CommonSOLE
00724F101ADBEADOBE INC$402,8580.70%778,650CommonSOLE
88160R101TSLATESLA INC$401,5420.69%1,924,018CommonSOLE
79466L302CRMSALESFORCE INC$372,6190.64%1,237,031CommonSOLE
166764100CVXCHEVRON CORP NEW$348,2700.60%1,912,833CommonSOLE
291011104EMREMERSON ELEC CO$329,2740.57%2,738,701CommonSOLE
G25508105CRHCRH PLC$328,5380.57%3,798,126CommonSOLE
81762P102NOWSERVICENOW INC$326,6550.56%416,444CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$320,3580.55%7,297,469CommonSOLE
02079K107GOOGALPHABET INC$318,2000.55%1,735,763CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$313,0310.54%2,239,931CommonSOLE
437076102HDHOME DEPOT INC$310,0180.54%840,158CommonSOLE
580135101MCDMCDONALDS CORP$306,4100.53%1,021,608CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$305,7450.53%803,301CommonSOLE
002824100ABTABBOTT LABS$298,8860.52%2,543,279CommonSOLE
20825C104COPCONOCOPHILLIPS$289,2230.50%2,028,920CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$288,0410.50%703,054CommonSOLE
701094104PHPARKER- HANNIFIN CORP$285,2600.49%469,619CommonSOLE
30231G102XOMEXXON MOBIL CORP$284,8830.49%2,172,524CommonSOLE
863667101SYKSTRYKER CORPORATION$279,5710.48%752,729CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$266,7150.46%607,262CommonSOLE
718172109PMPHILIP MORRIS INTL INC$263,8020.46%2,517,673CommonSOLE
060505104BACBANK AMERICA CORP$259,8780.45%6,319,991CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$259,7200.45%1,193,291CommonSOLE
482480100KLACKLA CORP$247,8410.43%317,420CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$247,6530.43%1,351,453CommonSOLE
G29183103ETNEATON CORP PLC$240,6810.42%673,631CommonSOLE
98419M100XYLXYLEM INC$240,6210.42%1,656,369CommonSOLE
760759100RSGREPUBLIC SVCS INC$234,2740.40%1,105,327CommonSOLE
032654105ADIANALOG DEVICES INC$223,1110.39%999,243CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$222,9010.39%280,188CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$219,7770.38%506,457CommonSOLE
461202103INTUINTUIT$219,6540.38%314,704CommonSOLE
031162100AMGNAMGEN INC$215,2740.37%711,647CommonSOLE
882508104TXNTEXAS INSTRS INC$213,6950.37%1,088,670CommonSOLE
64110L106NFLXNETFLIX INC$213,4670.37%348,676CommonSOLE
872540109TJXTJX COS INC NEW$209,1160.36%2,011,893CommonSOLE
G5960L103MDTMEDTRONIC PLC$208,3660.36%2,351,765CommonSOLE
717081103PFEPFIZER INC$208,0420.36%7,398,373CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$206,7920.36%211,207CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$201,5310.35%1,327,786CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$200,7120.35%343,263CommonSOLE
609207105MDLZMONDELEZ INTL INC$200,5090.35%2,545,820CommonSOLE
N82405106STLASTELLANTIS N. V$187,5640.32%16,978,909CommonSOLE
110122108BMYBRISTOL- MYERS SQUIBB CO$184,9260.32%3,782,490CommonSOLE
816851109SRESEMPRA$184,7640.32%2,332,884CommonSOLE
235851102DHRDANAHER CORPORATION$183,5620.32%678,074CommonSOLE
038222105AMATAPPLIED MATLS INC$183,1790.32%816,742CommonSOLE
03662Q105AKXANSYS INC$181,8650.31%503,319CommonSOLE
26875P101EOGEOG RES INC$175,3290.30%1,175,048CommonSOLE
254687106DISDISNEY WALT CO$173,9650.30%1,416,537CommonSOLE
931142103WMTWALMART INC$173,8860.30%2,640,233CommonSOLE
743315103PGRPROGRESSIVE CORP$172,8470.30%762,179CommonSOLE
68389X105ORCLORACLE CORP$172,2160.30%1,354,438CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$169,2890.29%44,018CommonSOLE
20030N101CMCSACOMCAST CORP NEW$168,4540.29%3,965,486CommonSOLE
031100100AMEAMETEK INC$165,7850.29%852,057CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$164,2160.28%1,747,168CommonSOLE
65339F101NEENEXTERA ENERGY INC$159,4770.28%2,158,008CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$159,3420.28%516,204CommonSOLE
12572Q105CMECME GROUP INC$157,6090.27%685,973CommonSOLE
907818108UNPUNION PAC CORP$155,7900.27%590,385CommonSOLE
693506107PPGPPG INDS INC$152,0120.26%1,061,312CommonSOLE
74762E102QUREQUANTA SVCS INC$148,5810.26%517,038CommonSOLE
375558103GILDGILEAD SCIENCES INC$147,2830.25%2,040,494CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$146,4950.25%1,844,793CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$145,9970.25%1,467,005CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$145,7010.25%439,865CommonSOLE
032095101APHAMPHENOL CORP NEW$145,3550.25%1,086,445CommonSOLE
03073E105CORCENCORA INC$142,8020.25%543,013CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$141,8020.25%190,443CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$138,9660.24%419,951CommonSOLE
35671D857FCXFREEPORT- MCMORAN INC$137,5390.24%2,397,817CommonSOLE
126650100CVSCVS HEALTH CORP$137,4960.24%1,858,556CommonSOLE
74340W103PLDPROLOGIS INC.$137,3550.24%1,199,812CommonSOLE
58155Q103MCKMCKESSON CORP$133,8410.23%227,498CommonSOLE
N3167Y103RACEFERRARI N V$132,3480.23%345,846CommonSOLE
384802104GWWGRAINGER W W INC$131,7600.23%128,721CommonSOLE
G7S00T104PNRPENTAIR PLC$131,4830.23%1,489,715CommonSOLE
001084102AGCOAGCO CORP$129,9150.22%995,210CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$128,8850.22%482,230CommonSOLE
285512109EAELECTRONIC ARTS INC$128,4740.22%918,463CommonSOLE
94106L109WMWASTE MGMT INC DEL$127,8740.22%551,205CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$127,5970.22%417,024CommonSOLE
438516106HONHONEYWELL INTL INC$127,2000.22%598,248CommonSOLE
595112103MUMICRON TECHNOLOGY INC$125,8970.22%1,004,363CommonSOLE
H42097107UBSUBS GROUP AG$124,7130.22%4,269,505CommonSOLE
149123101CATCATERPILLAR INC$124,6580.22%326,603CommonSOLE
833034101SNASNAP ON INC$124,0400.21%415,921CommonSOLE
436440101HO1HOLOGIC INC$123,6810.21%1,475,379CommonSOLE
136385101CNQCANADIAN NAT RES LTD$121,9730.21%1,427,745CommonSOLE
501044101KRKROGER CO$119,0120.21%1,954,861CommonSOLE
075887109BDXBECTON DICKINSON & CO$117,8640.20%460,083CommonSOLE
252131107DXCMDEXCOM INC$117,8010.20%850,305CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$117,1840.20%177,524CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$114,3460.20%748,680CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$113,7030.20%353,610CommonSOLE
747525103QCOMQUALCOMM INC$107,3380.19%580,772CommonSOLE
59156R108METMETLIFE INC$105,1880.18%1,338,783CommonSOLE
44332N106HTHTH WORLD GROUP LTD$105,0400.18%311,837CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$104,3560.18%185,413CommonSOLE
494368103KMBKIMBERLY- CLARK CORP$104,1500.18%697,962CommonSOLE
336433107FSLRFIRST SOLAR INC$103,7500.18%524,203CommonSOLE
12532H104GIBCGI INC$103,2170.18%924,054CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$102,4080.18%535,381CommonSOLE
949746101WMT2WELLS FARGO CO NEW$101,6860.18%1,551,518CommonSOLE
780087102RYROYAL BK CDA$101,2170.17%945,161CommonSOLE
78409V104SPGIS& P GLOBAL INC$100,8160.17%221,303CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$100,0660.17%803,807CommonSOLE
988498101YUMYUM BRANDS INC$99,5470.17%635,355CommonSOLE
29362U104ENTGENTEGRIS INC$97,6110.17%655,508CommonSOLE
458140100INTCINTEL CORP$97,0350.17%2,841,433CommonSOLE
H1467J104CBCHUBB LIMITED$96,9160.17%354,484CommonSOLE
690742101OCOWENS CORNING NEW$96,6430.17%514,195CommonSOLE
16359R103CHECHEMED CORP NEW$96,4160.17%155,267CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$96,2550.17%534,779CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$96,0220.17%582,869CommonSOLE
231021106CMICUMMINS INC$95,9640.17%300,506CommonSOLE
46284V101IRMIRON MTN INC DEL$95,8280.17%1,122,500CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$95,4150.16%1,628,243CommonSOLE
871607107SNPSSYNOPSYS INC$95,2500.16%160,063CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$94,8140.16%1,317,039CommonSOLE
90384S303ULTAULTA BEAUTY INC$94,0670.16%209,415CommonSOLE
053611109AVYAVERY DENNISON CORP$93,7740.16%391,783CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$92,9150.16%1,275,786CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$91,9620.16%337,337CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$91,7440.16%1,336,403CommonSOLE
369604301GEGE AEROSPACE$91,5870.16%508,277CommonSOLE
052769106ADSKAUTODESK INC$90,1390.16%380,832CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$89,7240.16%267,825CommonSOLE
125896100CMSCMS ENERGY CORP$88,0280.15%1,333,955CommonSOLE
58733R102MELIMERCADOLIBRE INC$87,9480.15%55,537CommonSOLE
778296103ROSTROSS STORES INC$86,4560.15%602,273CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$86,2790.15%2,187,064CommonSOLE
872590104TMUST- MOBILE US INC$85,4240.15%474,289CommonSOLE
G0403H108AONAON PLC$85,0160.15%275,444CommonSOLE
92338C103VLTOVERALTO CORP$84,6790.15%814,216CommonSOLE
880770102TERTERADYNE INC$84,1980.15%650,784CommonSOLE
722304102PDDPDD HOLDINGS INC$82,7690.14%408,010CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$82,1140.14%416,064CommonSOLE
311900104FASTFASTENAL CO$79,8100.14%1,063,709CommonSOLE
244199105DEDEERE & CO$76,6550.13%175,338CommonSOLE
806407102HSICHENRY SCHEIN INC$76,1410.13%953,792CommonSOLE
125523100CITHE CIGNA GROUP$75,0380.13%191,483CommonSOLE
00766T100ACMAECOM$74,3640.13%722,409CommonSOLE
192422103CGNXCOGNEX CORP$74,3500.13%1,610,000CommonSOLE
891160509TDTORONTO DOMINION BK ONT$74,0670.13%1,141,081CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$73,2810.13%314,052CommonSOLE
654106103NKENIKE INC$72,2770.12%703,082CommonSOLE
871829107SYYSYSCO CORP$72,0280.12%853,417CommonSOLE
277432100EMNEASTMAN CHEM CO$71,0320.12%666,094CommonSOLE
370334104GISGENERAL MLS INC$70,3720.12%913,326CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$70,2350.12%148,822CommonSOLE
29444U700EQIXEQUINIX INC$69,4400.12%87,996CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$69,1910.12%937,682CommonSOLE
278865100ECLECOLAB INC$68,9280.12%282,134CommonSOLE
693718108PCARPACCAR INC$67,4150.12%547,111CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$66,9680.12%644,854CommonSOLE
366651107ITGARTNER INC$65,3190.11%134,054CommonSOLE
704326107PAYXPAYCHEX INC$65,3150.11%494,586CommonSOLE
G25839104CCEPCOCA- COLA EUROPACIFIC PARTNE$64,9000.11%823,086CommonSOLE
N3168P101FERFERROVIAL SE$64,6000.11%1,628,846CommonSOLE
126408103CSXCSX CORP$64,5460.11%1,742,129CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$64,4030.11%570,546CommonSOLE
337738108FISVFISERV INC$64,2660.11%380,495CommonSOLE
23804L103DDOGDATADOG INC$64,1490.11%454,510CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$63,1080.11%440,848CommonSOLE
H01301128ALCALCON AG$62,0030.11%726,793CommonSOLE
136375102CNICANADIAN NATL RY CO$61,8330.11%456,770CommonSOLE
85472N109STNSTANTEC INC$60,9120.11%685,175CommonSOLE
89055F103BLDTOPBUILD CORP$59,3290.10%130,738CommonSOLE
617446448MSMORGAN STANLEY$59,2270.10%587,689CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$59,1820.10%1,049,330CommonSOLE
88162G103TTEKTETRA TECH INC NEW$59,0770.10%279,017CommonSOLE
98978V103ZTSZOETIS INC$58,3470.10%332,878CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$57,9870.10%520,665CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$55,1850.10%324,122CommonSOLE
56501R106MFCMANULIFE FINL CORP$53,1130.09%2,057,848CommonSOLE
548661107LOWLOWES COS INC$52,6950.09%208,628CommonSOLE
172967424CCITIGROUP INC$52,4940.09%770,610CommonSOLE
87612E106TGTTARGET CORP$52,4300.09%292,694CommonSOLE
172908105CTASCINTAS CORP$51,8430.09%71,094CommonSOLE
457187102INGRINGREDION INC$51,2270.09%406,344CommonSOLE
46266C105IQVIQVIA HLDGS INC$51,1830.09%198,648CommonSOLE
053332102AZOAUTOZONE INC$50,2910.09%15,359CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$49,7350.09%1,001,107CommonSOLE
H2906T109GRMNGARMIN LTD$49,1830.09%308,787CommonSOLE
15135B101CNCCENTENE CORP DEL$47,1870.08%583,845CommonSOLE
26210C104DBXDROPBOX INC$47,1550.08%1,780,763CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$47,1210.08%628,869CommonSOLE
09075V102BNTXBIONTECH SE$46,3970.08%481,397CommonSOLE
253868103DLRDIGITAL RLTY TR INC$46,3290.08%300,216CommonSOLE
651639106NEMNEWMONT CORP$45,2980.08%985,815CommonSOLE
615369105MCOMOODYS CORP$44,9090.08%109,449CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$44,7570.08%275,038CommonSOLE
00206R102TAT& T INC$44,5790.08%2,390,279CommonSOLE
852234103XYZBLOCK INC$44,3250.08%541,204CommonSOLE
443510607HUBBHUBBELL INC$43,8740.08%99,199CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$43,5740.08%324,866CommonSOLE
487836108KKELLANOVA$42,8590.07%672,291CommonSOLE
98980G102ZSZSCALER INC$42,8560.07%221,212CommonSOLE
695156109PKGPACKAGING CORP AMER$42,8260.07%221,172CommonSOLE
31428X106FDXFEDEX CORP$42,7980.07%147,268CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$41,4660.07%561,798CommonSOLE
82509L107SHOPSHOPIFY INC$41,4320.07%524,986CommonSOLE
893641100TDGTRANSDIGM GROUP INC$41,2230.07%29,877CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$40,6250.07%184,360CommonSOLE
025816109AXPAMERICAN EXPRESS CO$40,4860.07%155,374CommonSOLE
001055102AFLAFLAC INC$40,4260.07%436,993CommonSOLE
95040Q104WELLWELLTOWER INC$40,1640.07%382,262CommonSOLE
12504L109CBRECBRE GROUP INC$40,1400.07%416,478CommonSOLE
64110D104NTAPNETAPP INC$40,1020.07%357,351CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$39,9770.07%253,389CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$39,0530.07%28,421CommonSOLE
184496107CLHCLEAN HARBORS INC$38,0950.07%180,000CommonSOLE
855244109SBUXSTARBUCKS CORP$37,7970.07%389,057CommonSOLE
88579Y101MMM3M CO$37,7210.07%369,131CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$37,1820.06%537,626CommonSOLE
833445109SNOWSNOWFLAKE INC$37,1260.06%215,220CommonSOLE
878742204TECKTECK RESOURCES LTD$36,9160.06%661,708CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$36,9100.06%276,974CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$36,5990.06%127,404CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$36,1690.06%96,080CommonSOLE
16115Q308GTLSCHART INDS INC$35,4750.06%218,000CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$35,3080.06%446,375CommonSOLE
98138H101WDAYWORKDAY INC$34,3100.06%126,363CommonSOLE
104674106BRCBRADY CORP$34,2660.06%524,913CommonSOLE
Y2573F102FLEXFLEX LTD$34,1440.06%1,067,652CommonSOLE
40412C101HCAHCA HEALTHCARE INC$33,7580.06%98,819CommonSOLE
056752108BIDUBAIDU INC$33,3640.06%286,775CommonSOLE
020002101ALLALLSTATE CORP$33,2940.06%178,876CommonSOLE
260557103DOWDOW INC$33,0090.06%521,867CommonSOLE
718546104PSXPHILLIPS 66$32,7930.06%199,461CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$32,7840.06%294,321CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$32,3580.06%396,106CommonSOLE
91913Y100VLOVALERO ENERGY CORP$31,9650.06%175,852CommonSOLE
56585A102MPCMARATHON PETE CORP$31,8660.06%149,014CommonSOLE
806857108SLBSCHLUMBERGER LTD$31,7570.05%591,915CommonSOLE
08265T208BSYBENTLEY SYS INC$31,7090.05%540,732CommonSOLE
67077M108NTRNUTRIEN LTD$31,6330.05%534,983CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$31,1340.05%112,801CommonSOLE
H50430232LOGILOGITECH INTL S A$31,0050.05%347,673CommonSOLE
756109104OREALTY INCOME CORP$30,4760.05%513,413CommonSOLE
45168D104IDXXIDEXX LABS INC$30,1790.05%54,792CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$29,9070.05%691,631CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$29,2120.05%407,825CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$28,9520.05%143,524CommonSOLE
903731107ULSUL SOLUTIONS INC$28,9510.05%756,505CommonSOLE
55354G100MSCIMSCI INC$28,9110.05%55,423CommonSOLE
574599106MASMASCO CORP$28,8120.05%376,778CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$28,3300.05%8,087CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$28,1710.05%109,639CommonSOLE
88339J105TTDTHE TRADE DESK INC$28,1350.05%303,999CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$28,0240.05%800,000CommonSOLE
056525108BMIBADGER METER INC$27,9080.05%137,060CommonSOLE
45167R104IEXIDEX CORP$27,6260.05%112,957CommonSOLE
22822V101CCICROWN CASTLE INC$27,4360.05%263,196CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$27,4290.05%269,062CommonSOLE
116794108BRKRBRUKER CORP$27,3270.05%307,040CommonSOLE
013091103ACIALBERTSONS COS INC$27,1910.05%1,217,131CommonSOLE
60770K107MRNAMODERNA INC$26,9270.05%220,245CommonSOLE
03076C106AMPAMERIPRISE FINL INC$26,5980.05%58,558CommonSOLE
36828A101GEVGE VERNOVA INC$26,3500.05%151,508CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$26,3410.05%162,666CommonSOLE
743312100PRGSPROGRESS SOFTWARE CORP$26,3380.05%478,870CommonSOLE
09062X103BIIBBIOGEN INC$25,7100.04%108,721CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$25,6150.04%168,135CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$25,4060.04%308,058CommonSOLE
G0176J109ALLEALLEGION PLC$25,3770.04%185,886CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$25,1900.04%280,330CommonSOLE
217204106CPRTCOPART INC$25,0090.04%411,055CommonSOLE
670346105NUENUCOR CORP$24,8450.04%130,143CommonSOLE
759509102RSRELIANCE INC$24,5820.04%76,901CommonSOLE
72352L106PINSPINTEREST INC$24,4500.04%659,733CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$24,2090.04%93,532CommonSOLE
89832Q109TFCTRUIST FINL CORP$23,9730.04%572,564CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$23,9700.04%505,697CommonSOLE
40434L105HPQHP INC$23,7950.04%768,305CommonSOLE
37045V100GMGENERAL MTRS CO$23,7230.04%478,958CommonSOLE
09260D107BXBLACKSTONE INC$23,5930.04%180,044CommonSOLE
16411R208LNGCHENIERE ENERGY INC$23,5160.04%132,933CommonSOLE
115236101BROBROWN & BROWN INC$23,3160.04%260,347CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$23,3140.04%113,469CommonSOLE
303250104FICOFAIR ISAAC CORP$23,1910.04%18,508CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$22,9410.04%746,287CommonSOLE
69370C100PTCPTC INC$22,7850.04%115,193CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$22,6810.04%93,492CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$22,5760.04%208,291CommonSOLE
49177J102KVUEKENVUE INC$22,0800.04%1,057,490CommonSOLE
256677105DGDOLLAR GEN CORP NEW$21,9760.04%142,306CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$21,8050.04%405,000CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$21,6310.04%365,130CommonSOLE
009066101ABNBAIRBNB INC$21,4040.04%121,255CommonSOLE
571903202MARMARRIOTT INTL INC NEW$21,3910.04%81,515CommonSOLE
518439104ELLAUDER ESTEE COS INC$21,3840.04%132,694CommonSOLE
62944T105NVRNVR INC$20,8900.04%2,532CommonSOLE
911363109URIUNITED RENTALS INC$20,8870.04%27,205CommonSOLE
456788108INFYINFOSYS LTD$20,8170.04%1,119,802CommonSOLE
858119100STLDSTEEL DYNAMICS INC$20,8040.04%142,906CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$20,7960.04%237,936CommonSOLE
925652109VICIVICI PPTYS INC$20,7250.04%652,154CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$20,6690.04%79,305CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$20,5980.04%98,544CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$20,5780.04%676,230CommonSOLE
209115104EDCONSOLIDATED EDISON INC$20,5310.04%199,260CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$20,0360.03%17,758CommonSOLE
058498106BALLBALL CORP$19,9850.03%257,901CommonSOLE
874054109TTWOTAKE- TWO INTERACTIVE SOFTWAR$19,9430.03%126,359CommonSOLE
526057104LENLENNAR CORP$19,8510.03%116,856CommonSOLE
89531P105TREXTREX CO INC$19,7780.03%200,000CommonSOLE
941848103WATWATERS CORP$19,5040.03%56,576CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$19,4660.03%1,032,693CommonSOLE
902973304USBUS BANCORP DEL$19,2980.03%427,700CommonSOLE
40415F101HDBHDFC BANK LTD$19,2650.03%301,487CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$19,1640.03%108,771CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$19,1580.03%61,077CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$19,1560.03%147,014CommonSOLE
500754106KHCKRAFT HEINZ CO$19,1020.03%450,113CommonSOLE
942622200WSOWATSCO INC$19,0980.03%38,869CommonSOLE
550021109LULULULULEMON ATHLETICA INC$18,8500.03%47,314CommonSOLE
34959J108FTVFORTIVE CORP$18,8070.03%223,469CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$18,7990.03%110,525CommonSOLE
02209S103MOALTRIA GROUP INC$18,7380.03%388,836CommonSOLE
624756102MLIMUELLER INDS INC$18,7330.03%295,564CommonSOLE
22160N109CSGPCOSTAR GROUP INC$18,5940.03%183,640CommonSOLE
444859102HUMHUMANA INC$18,5600.03%55,702CommonSOLE
958102105WDCWESTERN DIGITAL CORP$18,5550.03%240,010CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$18,3850.03%441,081CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$18,2210.03%113,193CommonSOLE
45687V106IRINGERSOLL RAND INC$18,0770.03%176,427CommonSOLE
60937P106MDBMONGODB INC$18,0130.03%44,326CommonSOLE
34959E109FTNTFORTINET INC$17,8400.03%253,806CommonSOLE
384109104GGGGRACO INC$17,8200.03%199,393CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$17,6540.03%115,973CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$17,6380.03%520,308CommonSOLE
775711104ROLROLLINS INC$17,5710.03%356,700CommonSOLE
46187W107INVHINVITATION HOMES INC$17,2810.03%456,798CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$17,2210.03%114,837CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$17,1470.03%168,835CommonSOLE
29250N105ENBENBRIDGE INC$17,0810.03%434,873CommonSOLE
92343E102VRSNVERISIGN INC$16,8360.03%88,470CommonSOLE
501889208LKQLKQ CORP$16,6340.03%346,913CommonSOLE
05352A100AVTRAVANTOR INC$16,6310.03%628,082CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$16,6230.03%265,166CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$16,4560.03%218,013CommonSOLE
349553107FTSFORTIS INC$16,2710.03%377,359CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$16,1450.03%158,568CommonSOLE
681919106OMCOMNICOM GROUP INC$15,9740.03%153,439CommonSOLE
553530106MSMMSC INDL DIRECT INC$15,9130.03%156,119CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$15,8600.03%36,311CommonSOLE
15135U109CVECENOVUS ENERGY INC$15,8590.03%678,918CommonSOLE
G3323L100FNFABRINET$15,8310.03%82,088CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$15,6610.03%430,839CommonSOLE
65290E101NXTNEXTRACKER INC$15,4750.03%320,263CommonSOLE
12514G108CDWCDW CORP$15,4640.03%57,487CommonSOLE
655663102NDSNNORDSON CORP$15,1000.03%52,742CommonSOLE
466313103JBLJABIL INC$15,0580.03%115,076CommonSOLE
842587107SOSOUTHERN CO$15,0300.03%184,531CommonSOLE
260003108DOVDOVER CORP$14,8320.03%74,933CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$14,7980.03%138,735CommonSOLE
929089100VOYAVOYA FINANCIAL INC$14,6510.03%193,594CommonSOLE
063671101BMOBANK MONTREAL QUE$14,2580.02%144,747CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$14,2380.02%353,836CommonSOLE
371901109GNTXGENTEX CORP$14,1840.02%375,336CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14,1800.02%86,618CommonSOLE
744320102PRUPRUDENTIAL FINL INC$14,1110.02%115,229CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$14,0350.02%115,130CommonSOLE
91529Y106UNMUNUM GROUP$13,9800.02%250,712CommonSOLE
452327109ILMNILLUMINA INC$13,9660.02%102,344CommonSOLE
866674104SUISUN CMNTYS INC$13,9310.02%110,373CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$13,9170.02%87,554CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$13,8230.02%272,850CommonSOLE
443201108HWMHOWMET AEROSPACE INC$13,7530.02%186,717CommonSOLE
406216101HALHALLIBURTON CO$13,7490.02%324,735CommonSOLE
297178105ESSESSEX PPTY TR INC$13,6620.02%50,197CommonSOLE
G3223R108EGEVEREST GROUP LTD$13,6490.02%34,044CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$13,6330.02%279,247CommonSOLE
345370860FFORD MTR CO$13,4150.02%975,625CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$13,3960.02%113,692CommonSOLE
553498106MSAMSA SAFETY INC$13,1210.02%64,061CommonSOLE
682189105ONON SEMICONDUCTOR CORP$13,1150.02%168,622CommonSOLE
37637K108GTLBGITLAB INC$12,9450.02%220,227CommonSOLE
745867101PHMPULTE GROUP INC$12,9180.02%103,334CommonSOLE
009158106APDAIR PRODS & CHEMS INC$12,9150.02%49,496CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$12,6180.02%171,005CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$12,5340.02%131,773CommonSOLE
257651109DCIDONALDSON INC$12,5030.02%156,424CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12,4110.02%214,315CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$12,2640.02%586,260CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$12,2070.02%99,718CommonSOLE
294429105EFXEQUIFAX INC$12,1480.02%49,291CommonSOLE
37959E102GLGLOBE LIFE INC$12,0560.02%141,543CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$12,0190.02%144,616CommonSOLE
315616102FFIVF5 INC$11,9980.02%65,826CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$11,9950.02%55,970CommonSOLE
23331A109DHID R HORTON INC$11,9780.02%75,311CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$11,9250.02%57,685CommonSOLE
59522J103MAAMID- AMER APT CMNTYS INC$11,8950.02%82,773CommonSOLE
38526M106LOPEGRAND CANYON ED INC$11,8150.02%81,694CommonSOLE
831865209AOSSMITH A O CORP$11,8030.02%128,054CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$11,7830.02%386,332CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$11,7440.02%237,552CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$11,5980.02%569,961CommonSOLE
42809H107HESHESS CORP$11,5430.02%65,214CommonSOLE
98980A105ZTOZTO EXPRESS CAYMAN INC$11,5060.02%162,421CommonSOLE
353514102FELEFRANKLIN ELEC INC$11,5040.02%101,687CommonSOLE
189054109CLXCLOROX CO DEL$11,4050.02%70,048CommonSOLE
922475108VEEVVEEVA SYS INC$11,3930.02%51,742CommonSOLE
30161N101EXCEXELON CORP$11,2810.02%272,620CommonSOLE
219948106CPAYCORPAY INC$11,1890.02%33,457CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$11,1690.02%54,675CommonSOLE
92939U106WECWEC ENERGY GROUP INC$11,1570.02%122,847CommonSOLE
682680103OKEONEOK INC NEW$11,1440.02%125,709CommonSOLE
30161Q104EXELEXELIXIS INC$11,1030.02%429,690CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$11,1030.02%222,156CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$11,0980.02%445,889CommonSOLE
969457100WMBWILLIAMS COS INC$10,9400.02%255,493CommonSOLE
11271J107BNBROOKFIELD CORP$10,9350.02%244,684CommonSOLE
086516101BBYBEST BUY INC$10,8890.02%132,625CommonSOLE
29476L107EQREQUITY RESIDENTIAL$10,8590.02%151,975CommonSOLE
29355A107ENPHENPHASE ENERGY INC$10,8390.02%88,458CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10,8120.02%27,611CommonSOLE
80105N105SNYSANOFI SA$10,7720.02%200,000CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$10,7480.02%207,845CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$10,6360.02%88,021CommonSOLE
513272104LWLAMB WESTON HLDGS INC$10,5180.02%113,557CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$10,5130.02%275,006CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$10,4360.02%264,067CommonSOLE
03831W108APPAPPLOVIN CORP$10,3820.02%130,549CommonSOLE
45104G104IBNICICI BANK LIMITED$10,3440.02%343,641CommonSOLE
G4705A100ICLRICON PLC$10,2940.02%30,885CommonSOLE
443573100HUBSHUBSPOT INC$10,2710.02%14,966CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$10,1860.02%46,061CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$10,1210.02%509,363CommonSOLE
N00985106AERAERCAP HOLDINGS NV$10,0080.02%107,117CommonSOLE
G02602103DOXAMDOCS LTD$9,9730.02%107,432CommonSOLE
86959K105SUZSUZANO S A$9,8060.02%778,866CommonSOLE
427866108HSYHERSHEY CO$9,7750.02%45,821CommonSOLE
98422D105XPEVXPENG INC$9,7680.02%1,100,000CommonSOLE
521865204LEALEAR CORP$9,7100.02%66,098CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$9,6600.02%34,019CommonSOLE
714046109RVTYREVVITY INC$9,6030.02%84,585CommonSOLE
552848103MTGMGIC INVT CORP WIS$9,5630.02%425,042CommonSOLE
750917106RMBSRAMBUS INC DEL$9,5220.02%154,173CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9,4040.02%62,972CommonSOLE
37940X102GPNGLOBAL PMTS INC$9,2900.02%68,277CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9,2130.02%10,122CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$9,1230.02%26,599CommonSOLE
45337C102INCYINCYTE CORP$9,1170.02%160,078CommonSOLE
87612G101TRGPTARGA RES CORP$9,1090.02%71,038CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$9,0720.02%57,884CommonSOLE
351858105FNVFRANCO NEV CORP$8,8440.02%65,842CommonSOLE
117043109BCBRUNSWICK CORP$8,8040.02%98,400CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$8,8010.02%591,465CommonSOLE
902653104UDRUDR INC$8,7920.02%209,493CommonSOLE
92936U109WPCWP CAREY INC$8,7620.02%143,926CommonSOLE
62914V106NIONIO INC$8,7460.02%1,301,518CommonSOLE
125269100CFCF INDS HLDGS INC$8,6930.02%98,357CommonSOLE
91912E105VALEVALE S A$8,6490.01%631,753CommonSOLE
22052L104CTVACORTEVA INC$8,6440.01%142,530CommonSOLE
09739D100BCCBOISE CASCADE CO DEL$8,5960.01%57,778CommonSOLE
929740108WABWABTEC$8,5890.01%48,066CommonSOLE
92556V106VTRSVIATRIS INC$8,5780.01%666,503CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8,5530.01%113,029CommonSOLE
87807B107TRPTC ENERGY CORP$8,4940.01%215,979CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$8,4550.01%114,128CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8,4280.01%30,437CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$8,4130.01%37,390CommonSOLE
526107107LIILENNOX INTL INC$8,3310.01%15,999CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$8,3150.01%100,752CommonSOLE
92276F100VTRVENTAS INC$8,2700.01%168,881CommonSOLE
49446R109KIMKIMCO RLTY CORP$8,2700.01%399,716CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$8,1920.01%395,393CommonSOLE
25746U109DDOMINION ENERGY INC$8,1870.01%145,721CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$8,1600.01%107,791CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$8,0690.01%217,856CommonSOLE
093671105HRBBLOCK H & R INC$8,0280.01%154,795CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$7,8650.01%27,800CommonSOLE

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.