MondegarAI
Daiwa Securities Group Inc. (DSECF, DSEEY)

Q2 2025 · 13F-HR

Daiwa Securities Group Inc. (DSECF, DSEEY)holdings as filed

Filed 2025-08-14 · accession 0001481045-25-000007

$27.1M
Reported value
1,301
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Daiwa Securities Group Inc. (DSECF, DSEEY) · Q2 2025

AI · grounded in 13F

Daiwa Securities Group Inc. established a new position in NVDA valued at $1.36M. The fund also initiated new stakes in MSFT for $1.32M and AAPL for $1.16M. Additional new positions include AMZN at $954K and META at $865K.

Holdings as filed

First 500 of 1301

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.4M5.00%8,581,093CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M4.89%2,663,396CommonSOLE
037833100AAPLAPPLE INC$1.2M4.27%5,643,060CommonSOLE
023135106AMZNAMAZON COM INC$954,0853.52%4,348,812CommonSOLE
30303M102METAMETA PLATFORMS INC$864,8033.19%1,171,677CommonSOLE
95040Q104WELLWELLTOWER INC$822,6913.04%5,351,531CommonSOLE
11135F101AVGOBROADCOM INC$811,9533.00%2,945,594CommonSOLE
253868103DLRDIGITAL RLTY TR INC$720,1452.66%4,130,927CommonSOLE
02079K305GOOGLALPHABET INC$691,0082.55%3,921,058CommonSOLE
64110L106NFLXNETFLIX INC$690,3702.55%515,536CommonSOLE
74340W103PLDPROLOGIS INC.$611,1922.26%5,814,232CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$544,3372.01%1,068,776CommonSOLE
81762P102NOWSERVICENOW INC$544,1622.01%529,299CommonSOLE
37954Y731KRMAGLOBAL X FDS$491,6581.81%12,175,791CommonSOLE
46187W107INVHINVITATION HOMES INC$436,8801.61%13,319,490CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$392,0061.45%2,658,747CommonSOLE
29444U700EQIXEQUINIX INC$381,7351.41%479,887CommonSOLE
866674104SUISUN CMNTYS INC$351,1251.30%2,775,910CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$329,1411.21%2,047,409CommonSOLE
46284V101IRMIRON MTN INC DEL$303,0871.12%2,954,927CommonSOLE
297178105ESSESSEX PPTY TR INC$299,5221.11%1,056,887CommonSOLE
22822V101CCICROWN CASTLE INC$283,8561.05%2,763,126CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$261,0080.96%16,992,714CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$260,3690.96%887,359CommonSOLE
49446R109KIMKIMCO RLTY CORP$255,0160.94%12,132,059CommonSOLE
756109104OREALTY INCOME CORP$227,7610.84%3,953,495CommonSOLE
45104G104IBNICICI BANK LIMITED$213,3470.79%6,342,086CommonSOLE
902653104UDRUDR INC$213,0870.79%5,218,884CommonSOLE
42226K105HRHEALTHCARE RLTY TR$194,7660.72%12,280,355CommonSOLE
02079K107GOOGALPHABET INC$192,5340.71%1,085,375CommonSOLE
88160R101TSLATESLA INC$184,2310.68%579,963CommonSOLE
008492100ADCAGREE RLTY CORP$171,4720.63%2,347,007CommonSOLE
46090E103QQQINVESCO QQQ TR$168,6390.62%305,706CommonSOLE
464287200IVVISHARES TR$165,5260.61%266,592CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$157,6970.58%1,299,419CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$150,9060.56%5,874,092CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$148,8010.55%513,265CommonSOLE
925652109VICIVICI PPTYS INC$144,9320.53%4,445,762CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$132,0890.49%133,432CommonSOLE
92826C839VVISA INC$128,9620.48%363,222CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$122,6370.45%522,215CommonSOLE
49427F108KRCKILROY RLTY CORP$122,2460.45%3,562,992CommonSOLE
277276101EGPEASTGROUP PPTYS INC$118,3760.44%708,328CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$114,4790.42%235,665CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$106,7770.39%721,418CommonSOLE
532457108LLYELI LILLY & CO$103,8410.38%133,210CommonSOLE
456788108INFYINFOSYS LTD$102,1330.38%5,511,800CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$93,0370.34%131,456CommonSOLE
437076102HDHOME DEPOT INC$90,1140.33%245,786CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$88,7180.33%899,139CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$84,3750.31%150,149CommonSOLE
17275R102CSCOCISCO SYS INC$80,2430.30%1,156,562CommonSOLE
931142103WMTWALMART INC$79,1980.29%809,965CommonSOLE
30231G102XOMEXXON MOBIL CORP$76,9260.28%713,598CommonSOLE
101121101BXPBXP INC$76,7870.28%1,138,083CommonSOLE
478160104JNJJOHNSON & JOHNSON$76,7290.28%502,314CommonSOLE
79466L302CRMSALESFORCE INC$75,7530.28%277,804CommonSOLE
742718109PGPROCTER AND GAMBLE CO$73,6800.27%462,464CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$72,3690.27%530,876CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$72,1360.27%244,714CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$70,8590.26%4,260,928CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$69,8760.26%223,981CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$68,1160.25%2,190,938CommonSOLE
461202103INTUINTUIT$64,8600.24%82,349CommonSOLE
031162100AMGNAMGEN INC$64,1250.24%229,666CommonSOLE
149123101CATCATERPILLAR INC$62,9910.23%162,260CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$62,9840.23%443,864CommonSOLE
718172109PMPHILIP MORRIS INTL INC$62,6980.23%344,246CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$60,7280.22%1,656,965CommonSOLE
92276F100VTRVENTAS INC$59,1180.22%936,149CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$59,0220.22%10,195CommonSOLE
00287Y109ABBVABBVIE INC$57,9810.21%312,361CommonSOLE
68389X105ORCLORACLE CORP$57,8390.21%264,554CommonSOLE
00724F101ADBEADOBE INC$56,7700.21%146,738CommonSOLE
G54950103LINLINDE PLC$56,4440.21%120,304CommonSOLE
580135101MCDMCDONALDS CORP$56,4410.21%193,178CommonSOLE
025816109AXPAMERICAN EXPRESS CO$56,4300.21%176,905CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$54,8710.20%889,749CommonSOLE
747525103QCOMQUALCOMM INC$53,0580.20%333,155CommonSOLE
191216100KOCOCA COLA CO$52,9380.20%748,241CommonSOLE
438516106HONHONEYWELL INTL INC$52,8710.20%227,031CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$51,8840.19%95,479CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$50,5930.19%2,216,074CommonSOLE
060505104BACBANK AMERICA CORP$49,9590.18%1,055,767CommonSOLE
713448108PEPPEPSICO INC$49,0390.18%371,396CommonSOLE
254687106DISDISNEY WALT CO$48,0570.18%387,523CommonSOLE
166764100CVXCHEVRON CORP NEW$47,3520.17%330,697CommonSOLE
882508104TXNTEXAS INSTRS INC$46,8150.17%225,483CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$46,5190.17%106,351CommonSOLE
14174T107CTRECARETRUST REIT INC$46,2140.17%1,510,264CommonSOLE
369604301GEGE AEROSPACE$46,1040.17%179,122CommonSOLE
00206R102TAT&T INC$45,4200.17%1,569,484CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$44,2500.16%473,353CommonSOLE
58933Y105MRKMERCK & CO INC$44,0900.16%556,980CommonSOLE
872590104TMUST-MOBILE US INC$41,2350.15%173,068CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$41,0500.15%948,706CommonSOLE
097023105BABOEING CO$40,8480.15%194,951CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$40,3100.15%117,398CommonSOLE
375558103GILDGILEAD SCIENCES INC$40,2350.15%362,899CommonSOLE
949746101WMT2WELLS FARGO CO NEW$39,4260.15%492,097CommonSOLE
58733R102MELIMERCADOLIBRE INC$39,1200.14%14,968CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$38,7440.14%125,731CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$38,4460.14%187,868CommonSOLE
002824100ABTABBOTT LABS$37,7920.14%277,862CommonSOLE
G29183103ETNEATON CORP PLC$37,6240.14%105,391CommonSOLE
595112103MUMICRON TECHNOLOGY INC$36,5120.13%296,245CommonSOLE
743315103PGRPROGRESSIVE CORP$35,0190.13%131,227CommonSOLE
038222105AMATAPPLIED MATLS INC$34,1790.13%186,695CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$33,7610.12%75,832CommonSOLE
20030N101CMCSACOMCAST CORP NEW$33,7260.12%944,951CommonSOLE
53566V106LINELINEAGE INC$33,6190.12%772,484CommonSOLE
36828A101GEVGE VERNOVA INC$33,2920.12%62,916CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$32,5700.12%105,609CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$32,4680.12%80,076CommonSOLE
482480100KLACKLA CORP$31,8290.12%35,533CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$31,0770.11%116,157CommonSOLE
458140100INTCINTEL CORP$30,3930.11%1,356,845CommonSOLE
74762E102QUREQUANTA SVCS INC$30,3880.11%80,374CommonSOLE
032654105ADIANALOG DEVICES INC$30,3390.11%127,465CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$30,1670.11%285,622CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$29,9820.11%100,309CommonSOLE
052769106ADSKAUTODESK INC$29,5310.11%95,396CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$29,2090.11%271,940CommonSOLE
75513E101RTXRTX CORPORATION$29,1930.11%199,927CommonSOLE
65339F101NEENEXTERA ENERGY INC$29,0550.11%419,290CommonSOLE
512807306LRCXLAM RESEARCH CORP$29,0080.11%298,003CommonSOLE
701094104PHPARKER-HANNIFIN CORP$28,9680.11%41,474CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$28,4380.10%37,061CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$27,7760.10%308,177CommonSOLE
291011104EMREMERSON ELEC CO$26,6460.10%199,851CommonSOLE
78409V104SPGIS&P GLOBAL INC$26,6430.10%50,529CommonSOLE
235851102DHRDANAHER CORPORATION$26,5950.10%134,629CommonSOLE
617446448MSMORGAN STANLEY$26,3440.10%187,020CommonSOLE
609207105MDLZMONDELEZ INTL INC$26,1920.10%388,386CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$26,0100.10%285,070CommonSOLE
03831W108APPAPPLOVIN CORP$25,8390.10%73,808CommonSOLE
88579Y101MMM3M CO$25,7160.09%168,914CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$25,5800.09%41,126CommonSOLE
172967424CCITIGROUP INC$25,5700.09%300,399CommonSOLE
G5960L103MDTMEDTRONIC PLC$25,1220.09%288,201CommonSOLE
125523100CITHE CIGNA GROUP$24,9850.09%75,580CommonSOLE
25809K105DASHDOORDASH INC$24,1770.09%98,081CommonSOLE
09290D101BLKBLACKROCK INC$24,1210.09%22,989CommonSOLE
907818108UNPUNION PAC CORP$24,0540.09%104,545CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$24,0290.09%112,937CommonSOLE
855244109SBUXSTARBUCKS CORP$24,0070.09%262,007CommonSOLE
872540109TJXTJX COS INC NEW$23,9770.09%194,166CommonSOLE
126408103CSXCSX CORP$23,9640.09%734,397CommonSOLE
02209S103MOALTRIA GROUP INC$23,8400.09%406,622CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$23,5190.09%508,086CommonSOLE
37954Y632AIQGLOBAL X FDS$23,2900.09%533,079CommonSOLE
863667101SYKSTRYKER CORPORATION$23,2730.09%58,825CommonSOLE
244199105DEDEERE & CO$23,0260.08%45,284CommonSOLE
82509L107SHOPSHOPIFY INC$22,9710.08%199,136CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$22,7390.08%70,453CommonSOLE
871607107SNPSSYNOPSYS INC$22,4420.08%43,774CommonSOLE
594972408MSTRMICROSTRATEGY INC$22,3190.08%54,436CommonSOLE
34959E109FTNTFORTINET INC$22,2910.08%210,854CommonSOLE
29476L107EQREQUITY RESIDENTIAL$22,2370.08%329,489CommonSOLE
009066101ABNBAIRBNB INC$22,1920.08%167,683CommonSOLE
032095101APHAMPHENOL CORP NEW$21,9510.08%222,292CommonSOLE
20825C104COPCONOCOPHILLIPS$21,9450.08%244,541CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$21,8810.08%935,500CommonSOLE
58155Q103MCKMCKESSON CORP$21,5020.08%29,343CommonSOLE
H1467J104CBCHUBB LIMITED$21,3930.08%73,840CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$21,2590.08%204,880CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$21,1710.08%95,784CommonSOLE
29084Q100EMEEMCOR GROUP INC$20,9820.08%39,226CommonSOLE
311900104FASTFASTENAL CO$20,8840.08%497,239CommonSOLE
717081103PFEPFIZER INC$20,6160.08%850,494CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$20,4870.08%173,620CommonSOLE
172908105CTASCINTAS CORP$20,4390.08%91,708CommonSOLE
654106103NKENIKE INC$19,7920.07%278,608CommonSOLE
548661107LOWLOWES COS INC$19,2230.07%86,642CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19,2150.07%104,737CommonSOLE
040413205ANETARISTA NETWORKS INC$19,1830.07%187,500CommonSOLE
94106L109WMWASTE MGMT INC DEL$18,6830.07%81,648CommonSOLE
12572Q105CMECME GROUP INC$17,9110.07%64,984CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$17,6020.06%54,984CommonSOLE
911363109URIUNITED RENTALS INC$17,5820.06%23,337CommonSOLE
09260D107BXBLACKSTONE INC$17,1990.06%114,985CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$17,1390.06%230,615CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$17,0210.06%198,863CommonSOLE
37950E416SOCLGLOBAL X FDS$16,8300.06%315,000CommonSOLE
337738108FISVFISERV INC$16,6160.06%96,375CommonSOLE
833445109SNOWSNOWFLAKE INC$16,3800.06%73,198CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$16,2940.06%74,523CommonSOLE
036752103ELVELEVANCE HEALTH INC$16,0600.06%41,289CommonSOLE
576323109MTZMASTEC INC$15,8160.06%92,800CommonSOLE
285512109EAELECTRONIC ARTS INC$15,6980.06%98,296CommonSOLE
369550108GDGENERAL DYNAMICS CORP$15,5460.06%53,302CommonSOLE
37954Y467EBIZGLOBAL X FDS$15,3790.06%502,587CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$15,3540.06%198,375CommonSOLE
37954Y772AGNGGLOBAL X FDS$15,3170.06%480,000CommonSOLE
842587107SOSOUTHERN CO$15,3050.06%166,660CommonSOLE
81141R100SESEA LTD$15,1440.06%94,690CommonSOLE
571903202MARMARRIOTT INTL INC NEW$15,0830.06%55,206CommonSOLE
30161N101EXCEXELON CORP$14,9920.06%345,274CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$14,9340.06%164,288CommonSOLE
126650100CVSCVS HEALTH CORP$14,9100.06%216,152CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$14,8520.05%308,571CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$14,8360.05%67,902CommonSOLE
46434G103IEMGISHARES INC$14,7960.05%246,480CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14,7540.05%72,502CommonSOLE
40412C101HCAHCA HEALTHCARE INC$14,7380.05%38,469CommonSOLE
278865100ECLECOLAB INC$14,6370.05%54,325CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$14,5990.05%31,521CommonSOLE
92939UAR7WEC 4.375 06/01/29WEC ENERGY GROUP INC$14,4310.05%12,500,000CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$14,3470.05%15,000,000CommonSOLE
053332102AZOAUTOZONE INC$14,1510.05%3,812CommonSOLE
98978V103ZTSZOETIS INC$14,0490.05%90,084CommonSOLE
615369105MCOMOODYS CORP$13,9990.05%27,909CommonSOLE
929160109VMCVULCAN MATLS CO$13,9850.05%53,620CommonSOLE
05464C101AXONAXON ENTERPRISE INC$13,9830.05%16,889CommonSOLE
443510607HUBBHUBBELL INC$13,9790.05%34,226CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$13,7990.05%220,293CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$13,7000.05%24,169CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$13,4630.05%80,134CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$13,4060.05%104,403CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$13,3420.05%31,733CommonSOLE
704326107PAYXPAYCHEX INC$13,3180.05%91,557CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$13,1950.05%60,598CommonSOLE
98389B100XELXCEL ENERGY INC$13,1760.05%193,482CommonSOLE
55354G100MSCIMSCI INC$13,1440.05%22,790CommonSOLE
464287242LQDISHARES TR$13,1380.05%119,860CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$13,0240.05%39,208CommonSOLE
N00985106AERAERCAP HOLDINGS NV$12,9950.05%111,069CommonSOLE
031100100AMEAMETEK INC$12,9590.05%71,608CommonSOLE
G25508105CRHCRH PLC$12,9580.05%141,161CommonSOLE
48251W104KKRKKR & CO INC$12,9510.05%97,353CommonSOLE
893641100TDGTRANSDIGM GROUP INC$12,9190.05%8,496CommonSOLE
969457100WMBWILLIAMS COS INC$12,8830.05%205,114CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$12,7800.05%56,424CommonSOLE
69370C100PTCPTC INC$12,7750.05%74,128CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$12,7720.05%24,329CommonSOLE
922908553VNQVANGUARD INDEX FDS$12,7080.05%142,690CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$12,6140.05%381,573CommonSOLE
45687V106IRINGERSOLL RAND INC$12,5740.05%151,157CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$12,5500.05%341,602CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$12,5480.05%223,471CommonSOLE
98138H101WDAYWORKDAY INC$12,4890.05%52,034CommonSOLE
631103108NDAQNASDAQ INC$12,4530.05%139,259CommonSOLE
303250104FICOFAIR ISAAC CORP$12,2820.05%6,719CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$12,2490.05%39,118CommonSOLE
231561101CWCURTISS WRIGHT CORP$12,1770.04%24,924CommonSOLE
278642103EBAYEBAY INC.$11,9790.04%160,887CommonSOLE
020002101ALLALLSTATE CORP$11,8400.04%58,815CommonSOLE
92338C103VLTOVERALTO CORP$11,7160.04%116,062CommonSOLE
78440X887SLGSL GREEN RLTY CORP$11,6660.04%188,458CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$11,5120.04%47,404CommonSOLE
37954Y285EDOCUSDGLOBAL X FDS$11,5100.04%1,055,000CommonSOLE
45168D104IDXXIDEXX LABS INC$11,4230.04%21,298CommonSOLE
03073E105CORCENCORA INC$11,4130.04%38,063CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$11,3720.04%70,066CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$11,3710.04%313,858CommonSOLE
217204106CPRTCOPART INC$11,3300.04%230,899CommonSOLE
693718108PCARPACCAR INC$11,2160.04%117,986CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$11,1850.04%20,374CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11,1000.04%109,965CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$11,0470.04%59,261CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$11,0250.04%26,968CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$11,0060.04%31,403CommonSOLE
009158106APDAIR PRODS & CHEMS INC$11,0020.04%39,006CommonSOLE
443201108HWMHOWMET AEROSPACE INC$10,9590.04%58,876CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$10,9580.04%58,686CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$10,9440.04%139,934CommonSOLE
G0403H108AONAON PLC$10,9390.04%30,662CommonSOLE
501044101KRKROGER CO$10,9050.04%152,031CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$10,8050.04%43,700CommonSOLE
G87052109TELTE CONNECTIVITY PLC$10,7650.04%63,826CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$10,6900.04%246,593CommonSOLE
682189105ONON SEMICONDUCTOR CORP$10,6900.04%203,981CommonSOLE
902973304USBUS BANCORP DEL$10,6880.04%236,200CommonSOLE
26884U109EPREPR PPTYS$10,6690.04%183,125CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$10,4370.04%400,790CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$10,3530.04%38,872CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$10,2080.04%20,417CommonSOLE
052800109ALVAUTOLIV INC$10,2000.04%91,154CommonSHARED
92840M102VSTVISTRA CORP$10,1470.04%52,362CommonSOLE
22052L104CTVACORTEVA INC$10,0100.04%134,306CommonSOLE
888787108TOSTTOAST INC$9,9970.04%225,709CommonSOLE
26875P101EOGEOG RES INC$9,9670.04%83,324CommonSOLE
98419M100XYLXYLEM INC$9,9640.04%77,027CommonSOLE
670346105NUENUCOR CORP$9,9570.04%76,861CommonSOLE
629377508NRGNRG ENERGY INC$9,8510.04%61,348CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$9,8060.04%31,481CommonSOLE
651639106NEMNEWMONT CORP$9,7890.04%168,025CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$9,7800.04%107,344CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9,6570.04%328,470CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$9,6270.04%123,381CommonSOLE
59156R108METMETLIFE INC$9,5490.04%118,733CommonSOLE
G7S00T104PNRPENTAIR PLC$9,5490.04%93,014CommonSOLE
778296103ROSTROSS STORES INC$9,4410.03%73,999CommonSOLE
00766T100ACMAECOM$9,4010.03%83,300CommonSOLE
718546104PSXPHILLIPS 66$9,3500.03%78,377CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9,2850.03%131,942CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$9,2070.03%30,907CommonSOLE
075887109BDXBECTON DICKINSON & CO$9,0290.03%52,418CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9,0280.03%63,634CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8,9450.03%122,209CommonSOLE
682680103OKEONEOK INC NEW$8,8080.03%107,904CommonSOLE
55955DAB6MGNI 0.25 03/15/26MAGNITE INC$8,8050.03%9,125,000CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$8,7830.03%7,500,000CommonSOLE
929740108WABWABTEC$8,7290.03%41,696CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$8,7260.03%9,100,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$8,6920.03%33,957CommonSOLE
87612G101TRGPTARGA RES CORP$8,5960.03%49,379CommonSOLE
22160N109CSGPCOSTAR GROUP INC$8,5390.03%106,213CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$8,5300.03%222,491CommonSOLE
64110D104NTAPNETAPP INC$8,4850.03%79,628CommonSOLE
89832Q109TFCTRUIST FINL CORP$8,4380.03%196,280CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$8,4020.03%262,647CommonSOLE
252131107DXCMDEXCOM INC$8,3580.03%95,756CommonSOLE
049560105ATOATMOS ENERGY CORP$8,3010.03%53,868CommonSOLE
78468R788SPYDSPDR SERIES TRUST$8,2580.03%194,578CommonSOLE
37959E102GLGLOBE LIFE INC$8,2030.03%65,999CommonSOLE
816851109SRESEMPRA$8,2020.03%108,255CommonSOLE
12504L109CBRECBRE GROUP INC$8,1040.03%57,838CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$8,0340.03%7,500,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8,0060.03%67,844CommonSOLE
001055102AFLAFLAC INC$7,9680.03%75,559CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$7,9180.03%19,459CommonSOLE
760759100RSGREPUBLIC SVCS INC$7,8990.03%32,029CommonSOLE
31428X106FDXFEDEX CORP$7,8870.03%34,697CommonSOLE
871829107SYYSYSCO CORP$7,8660.03%103,860CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$7,8640.03%686,219CommonSOLE
233331107DTEDTE ENERGY CO$7,8300.03%59,109CommonSOLE
46982L108JJACOBS SOLUTIONS INC$7,8270.03%59,542CommonSOLE
03076C106AMPAMERIPRISE FINL INC$7,8050.03%14,624CommonSOLE
380237107GDDYGODADDY INC$7,7730.03%43,169CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$7,7470.03%97,725CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$7,7390.03%104,483CommonSOLE
37045V100GMGENERAL MTRS CO$7,7220.03%156,918CommonSOLE
56585A102MPCMARATHON PETE CORP$7,7030.03%46,374CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$7,6620.03%164,952CommonSOLE
384802104GWWGRAINGER W W INC$7,6360.03%7,341CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$7,5780.03%86,633CommonSOLE
049468101TEAMATLASSIAN CORPORATION$7,5630.03%37,242CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$7,5160.03%24,523CommonSOLE
46266C105IQVIQVIA HLDGS INC$7,5060.03%47,635CommonSOLE
761152107RMDRESMED INC$7,5060.03%29,094CommonSOLE
858119100STLDSTEEL DYNAMICS INC$7,4690.03%58,344CommonSOLE
89400J107TRUTRANSUNION$7,4130.03%84,236CommonSOLE
26922A420QTUMETF SER SOLUTIONS$7,3540.03%80,100CommonSOLE
87612E106TGTTARGET CORP$7,3350.03%74,346CommonSOLE
554489104VREVERIS RESIDENTIAL INC$7,3020.03%490,403CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$7,2200.03%226,267CommonSOLE
25746U109DDOMINION ENERGY INC$7,2100.03%127,562CommonSOLE
92343XAC4VRNT 0.25 04/15/26VERINT SYSTEMS INC$7,1880.03%7,500,000CommonSOLE
98980G102ZSZSCALER INC$7,1510.03%23,047CommonSOLE
23804L103DDOGDATADOG INC$7,0780.03%52,693CommonSOLE
92343E102VRSNVERISIGN INC$7,0700.03%24,479CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7,0640.03%28,163CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$7,0150.03%7,500,000CommonSOLE
771049103RBLXROBLOX CORP$7,0060.03%66,596CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6,9930.03%70,624CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$6,9740.03%9,536CommonSOLE
03662Q105AKXANSYS INC$6,9400.03%19,761CommonSOLE
722304102PDDPDD HOLDINGS INC$6,9150.03%66,069CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6,9090.03%53,589CommonSOLE
806857108SLBSCHLUMBERGER LTD$6,9040.03%204,251CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$6,8990.03%50,212CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$6,8630.03%54,096CommonSOLE
N07059210ASMLASML HOLDING N V$6,8490.03%8,547CommonSOLE
184496107CLHCLEAN HARBORS INC$6,8410.03%29,590CommonSOLE
452327109ILMNILLUMINA INC$6,8000.03%71,273CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$6,7920.03%48,714CommonSOLE
485924104KRMNKARMAN HLDGS INC$6,7890.03%134,786CommonSOLE
231021106CMICUMMINS INC$6,7880.03%20,726CommonSOLE
15135B101CNCCENTENE CORP DEL$6,7300.02%123,990CommonSOLE
345370860FFORD MTR CO$6,7170.02%614,481CommonSOLE
988498101YUMYUM BRANDS INC$6,6850.02%45,112CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6,5720.02%65,487CommonSOLE
444859102HUMHUMANA INC$6,5210.02%26,672CommonSOLE
69331C108PCGPG&E CORP$6,5200.02%467,708CommonSOLE
49177J102KVUEKENVUE INC$6,5060.02%310,831CommonSOLE
91913Y100VLOVALERO ENERGY CORP$6,5030.02%48,376CommonSOLE
294429105EFXEQUIFAX INC$6,4880.02%25,014CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6,4720.02%52,791CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6,4520.02%27,662CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$6,4400.02%79,107CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$6,2870.02%34,320CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$6,2840.02%74,650CommonSOLE
219350105GLWCORNING INC$6,2550.02%118,947CommonSOLE
G6683N103NUNU HLDGS LTD$6,2460.02%455,245CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$6,2120.02%354,782CommonSOLE
133131102CPTCAMDEN PPTY TR$6,1830.02%54,867CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6,1690.02%37,648CommonSOLE
896239100TRMBTRIMBLE INC$6,1010.02%80,295CommonSOLE
92936U109WPCWP CAREY INC$6,0490.02%96,975CommonSOLE
12514G108CDWCDW CORP$6,0260.02%33,739CommonSOLE
550021109LULULULULEMON ATHLETICA INC$5,9750.02%25,151CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5,9320.02%24,409CommonSOLE
42809H107HESHESS CORP$5,9170.02%42,710CommonSOLE
758849103REGREGENCY CTRS CORP$5,9070.02%82,933CommonSOLE
770700102HOODROBINHOOD MKTS INC$5,8680.02%62,681CommonSOLE
759509102RSRELIANCE INC$5,8510.02%18,640CommonSOLE
521865204LEALEAR CORP$5,7940.02%61,003CommonSHARED
36467J108GLPIGAMING & LEISURE PPTYS INC$5,7130.02%122,385CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,7090.02%53,134CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$5,7060.02%78,569CommonSOLE
500754106KHCKRAFT HEINZ CO$5,6990.02%220,726CommonSOLE
142339100CSLCARLISLE COS INC$5,6460.02%15,120CommonSOLE
464288513HYGISHARES TR$5,6410.02%69,950CommonSOLE
443573100HUBSHUBSPOT INC$5,6300.02%10,113CommonSOLE
233051150USSGDBX ETF TR$5,5590.02%97,730CommonSOLE
125896100CMSCMS ENERGY CORP$5,5030.02%79,438CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$5,4890.02%4,673CommonSOLE
336433107FSLRFIRST SOLAR INC$5,4800.02%33,101CommonSOLE
29364G103ETRENTERGY CORP NEW$5,4700.02%65,808CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5,4590.02%22,417CommonSOLE
281020107EIXEDISON INTL$5,4510.02%105,641CommonSOLE
23331A109DHID R HORTON INC$5,4280.02%42,102CommonSOLE
146869102CVNACARVANA CO$5,4020.02%16,030CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$5,3120.02%782,254CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$5,3030.02%10,351CommonSOLE
88162G103TTEKTETRA TECH INC NEW$5,2000.02%144,600CommonSOLE
88339J105TTDTHE TRADE DESK INC$5,1400.02%71,399CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,1330.02%97,260CommonSOLE
084423102WRBBERKLEY W R CORP$5,1320.02%69,858CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$5,1100.02%56,121CommonSOLE
26884L109EQTEQT CORP$5,0850.02%87,185CommonSOLE
79589L106IOTSAMSARA INC$5,0820.02%127,763CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$5,0630.02%35,081CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$5,0370.02%139,653CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$5,0300.02%11,415CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$5,0190.02%5,000,000CommonSOLE
023608102AEEAMEREN CORP$4,9950.02%52,007CommonSOLE
92939U106WECWEC ENERGY GROUP INC$4,9880.02%47,866CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$4,9800.02%20,503CommonSHARED
50212V100LPLALPL FINL HLDGS INC$4,9570.02%13,221CommonSOLE
679295AD7OKTA 0.125 09/01/25OKTA INC$4,9540.02%5,000,000CommonSOLE
980745103WWDWOODWARD INC$4,9290.02%20,111CommonSOLE
09062X103BIIBBIOGEN INC$4,9140.02%39,128CommonSOLE
18915M107NETCLOUDFLARE INC$4,9060.02%25,052CommonSOLE
496902404KGCKINROSS GOLD CORP$4,8850.02%312,526CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$4,8810.02%52,641CommonSOLE
H2906T109GRMNGARMIN LTD$4,8280.02%23,130CommonSOLE
366651107ITGARTNER INC$4,7980.02%11,869CommonSOLE
29605J106ESABESAB CORPORATION$4,7910.02%39,739CommonSOLE
941848103WATWATERS CORP$4,7470.02%13,601CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$4,7360.02%148,882CommonSOLE
55261F104MTBM & T BK CORP$4,7200.02%24,333CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$4,6320.02%80,322CommonSHARED
148929102CAVACAVA GROUP INC$4,6100.02%54,736CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4,5760.02%55,271CommonSOLE
857477103STTSTATE STR CORP$4,5720.02%42,992CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$4,5450.02%29,635CommonSOLE
45784P101PODDINSULET CORP$4,5390.02%14,447CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$4,5350.02%54,690CommonSOLE
260003108DOVDOVER CORP$4,5330.02%24,739CommonSOLE
693506107PPGPPG INDS INC$4,4640.02%39,241CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4,4430.02%105,767CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$4,4330.02%83,983CommonSOLE
143658300CCL1EURCARNIVAL CORP$4,4160.02%157,056CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4,3090.02%62,822CommonSOLE
370334104GISGENERAL MLS INC$4,2500.02%82,037CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,2200.02%12,941CommonSOLE
G8473T100STESTERIS PLC$4,2120.02%17,536CommonSOLE
78463V107GLDSPDR GOLD TR$4,2070.02%13,800CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$4,2010.02%2,147CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$4,1980.02%85,647CommonSOLE
018802108LNTALLIANT ENERGY CORP$4,1560.02%68,734CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$4,1500.02%35,492CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4,1310.02%100,427CommonSOLE
G4705A100ICLRICON PLC$4,0940.02%28,145CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4,0400.01%197,575CommonSOLE
827048109SLGNSILGAN HLDGS INC$4,0170.01%74,144CommonSOLE
115236101BROBROWN & BROWN INC$4,0090.01%36,159CommonSOLE
34959J108FTVFORTIVE CORP$3,9980.01%76,699CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$3,9980.01%108,807CommonSOLE
172062101CINFCINCINNATI FINL CORP$3,9940.01%26,818CommonSOLE
617700109MORNMORNINGSTAR INC$3,9920.01%12,717CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$3,9830.01%26,340CommonSOLE
65339F713NEE 6.926 09/01/25NEXTERA ENERGY INC$3,9710.01%100,000CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3,9640.01%18,183CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$3,9620.01%151,500CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$3,9020.01%37,335CommonSOLE
30040W108ESEVERSOURCE ENERGY$3,9020.01%61,331CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$3,8920.01%6,565CommonSOLE
759916109RGENREPLIGEN CORP$3,8800.01%31,194CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$3,8690.01%57,971CommonSOLE
852234103XYZBLOCK INC$3,8680.01%56,982CommonSOLE
526057104LENLENNAR CORP$3,8670.01%34,958CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$3,8610.01%23,732CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3,8240.01%23,411CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3,7790.01%33,036CommonSOLE
189054109CLXCLOROX CO DEL$3,7780.01%31,465CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3,7670.01%22,882CommonSOLE
69351T106PPLPPL CORP$3,7650.01%111,089CommonSOLE
256746108DLTRDOLLAR TREE INC$3,7550.01%37,917CommonSOLE
665859104NTRSNORTHERN TR CORP$3,7140.01%29,290CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3,7070.01%46,630CommonSOLE
427866108HSYHERSHEY CO$3,6920.01%22,247CommonSOLE
67059N108NTNXNUTANIX INC$3,6900.01%48,263CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3,6810.01%57,532CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3,6740.01%219,185CommonSOLE
922475108VEEVVEEVA SYS INC$3,6300.01%12,606CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$3,6030.01%37,929CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3,6000.01%76,866CommonSOLE

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.