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Daiwa Securities Group Inc. (DSECF, DSEEY)

Q3 2025 · 13F-HR

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

Filed 2025-11-14 · accession 0001481045-25-000010

$29.6M
Reported value
1,333
Positions
2025-09-30
Period end
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The Brief · Daiwa Securities Group Inc. (DSECF, DSEEY) · Q3 2025

AI · grounded in 13F

Daiwa Securities Group Inc. established a new position in NVDA valued at $1.68M. The fund also initiated new stakes in MSFT for $1.50M and AAPL for $1.48M. Additional new positions include AMZN at $1.06M and AVGO at $932,663.

Holdings as filed

First 500 of 1333

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.7M5.67%9,006,249CommonSOLE
594918104MSFTMICROSOFT CORP$1.5M5.05%2,888,201CommonSOLE
037833100AAPLAPPLE INC$1.5M5.00%5,818,934CommonSOLE
023135106AMZNAMAZON COM INC$1.1M3.57%4,815,760CommonSOLE
11135F101AVGOBROADCOM INC$932,6633.15%2,827,024CommonSOLE
30303M102METAMETA PLATFORMS INC$931,2273.14%1,268,047CommonSOLE
02079K305GOOGLALPHABET INC$892,7853.01%3,672,502CommonSOLE
95040Q104WELLWELLTOWER INC$874,2112.95%4,907,438CommonSOLE
64110L106NFLXNETFLIX INC$731,3212.47%609,984CommonSOLE
253868103DLRDIGITAL RLTY TR INC$711,6972.40%4,116,711CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$699,5962.36%1,426,641CommonSOLE
81762P102NOWSERVICENOW INC$624,3322.11%678,415CommonSOLE
74340W103PLDPROLOGIS INC.$608,0942.05%5,309,929CommonSOLE
46187W107INVHINVITATION HOMES INC$424,9221.43%14,487,603CommonSOLE
37954Y731KRMAGLOBAL X FDS$391,5801.32%9,075,791CommonSOLE
22822V101CCICROWN CASTLE INC$379,3271.28%3,931,258CommonSOLE
29444U700EQIXEQUINIX INC$372,9541.26%476,169CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$365,0481.23%2,590,092CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$349,3571.18%1,861,546CommonSOLE
46284V101IRMIRON MTN INC DEL$321,2211.08%3,151,088CommonSOLE
297178105ESSESSEX PPTY TR INC$309,8481.05%1,157,617CommonSOLE
88160R101TSLATESLA INC$272,7410.92%613,287CommonSOLE
02079K107GOOGALPHABET INC$270,5160.91%1,110,719CommonSOLE
49446R109KIMKIMCO RLTY CORP$266,4630.90%12,195,113CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$244,1510.82%14,344,979CommonSOLE
756109104OREALTY INCOME CORP$241,3570.81%3,970,350CommonSOLE
866674104SUISUN CMNTYS INC$232,8590.79%1,805,115CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$210,1850.71%727,662CommonSOLE
902653104UDRUDR INC$205,6250.69%5,518,629CommonSOLE
42226K105HRHEALTHCARE RLTY TR$192,9130.65%10,699,585CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$191,0250.64%3,147,048CommonSOLE
45104G104IBNICICI BANK LIMITED$184,2290.62%4,646,329CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$180,9730.61%1,478,299CommonSOLE
008492100ADCAGREE RLTY CORP$167,8250.57%2,362,396CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$164,9320.56%522,880CommonSOLE
49427F108KRCKILROY RLTY CORP$151,1780.51%3,578,185CommonSOLE
101121101BXPBXP INC$149,5760.50%2,012,057CommonSOLE
464287200IVVISHARES TR$149,2690.50%223,024CommonSOLE
925652109VICIVICI PPTYS INC$148,8380.50%4,564,171CommonSOLE
46090E103QQQINVESCO QQQ TR$134,2350.45%223,589CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$131,8530.44%5,318,817CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$129,1100.44%3,058,031CommonSOLE
92826C839VVISA INC$127,5100.43%373,515CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$126,9320.43%137,130CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$124,6100.42%247,862CommonSOLE
277276101EGPEASTGROUP PPTYS INC$120,4350.41%711,537CommonSOLE
92276F100VTRVENTAS INC$114,0940.39%1,630,141CommonSOLE
14174T107CTRECARETRUST REIT INC$112,3050.38%3,238,307CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$110,2940.37%604,616CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$104,0050.35%130,602CommonSOLE
478160104JNJJOHNSON & JOHNSON$100,0660.34%539,673CommonSOLE
437076102HDHOME DEPOT INC$98,6710.33%243,517CommonSOLE
532457108LLYELI LILLY & CO$98,4020.33%128,967CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$93,9040.32%165,088CommonSOLE
456788108INFYINFOSYS LTD$87,0160.29%3,791,116CommonSOLE
68389X105ORCLORACLE CORP$85,3630.29%303,522CommonSOLE
30231G102XOMEXXON MOBIL CORP$85,0590.29%754,405CommonSOLE
931142103WMTWALMART INC$83,8700.28%813,796CommonSOLE
17275R102CSCOCISCO SYS INC$83,1940.28%1,215,933CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$79,7520.27%890,190CommonSOLE
149123101CATCATERPILLAR INC$79,2860.27%166,167CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$78,2700.26%226,674CommonSOLE
00287Y109ABBVABBVIE INC$77,9410.26%336,622CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$77,0910.26%476,488CommonSOLE
742718109PGPROCTER AND GAMBLE CO$70,6060.24%459,525CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$70,1740.24%2,205,348CommonSOLE
031162100AMGNAMGEN INC$66,4560.22%235,493CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$65,3670.22%231,664CommonSOLE
03831W108APPAPPLOVIN CORP$63,0430.21%87,738CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$61,9660.21%2,778,716CommonSOLE
718172109PMPHILIP MORRIS INTL INC$61,8330.21%381,216CommonSOLE
G54950103LINLINDE PLC$60,9680.21%128,352CommonSOLE
166764100CVXCHEVRON CORP NEW$60,4480.20%389,258CommonSOLE
79466L302CRMSALESFORCE INC$60,2140.20%254,067CommonSOLE
580135101MCDMCDONALDS CORP$59,9130.20%197,154CommonSOLE
00724F101ADBEADOBE INC$59,6110.20%168,989CommonSOLE
461202103INTUINTUIT$59,1520.20%86,617CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$58,7390.20%10,879CommonSOLE
595112103MUMICRON TECHNOLOGY INC$58,2760.20%348,289CommonSOLE
747525103QCOMQUALCOMM INC$57,5890.19%346,171CommonSOLE
060505104BACBANK AMERICA CORP$57,3610.19%1,111,872CommonSOLE
025816109AXPAMERICAN EXPRESS CO$56,8920.19%171,281CommonSOLE
713448108PEPPEPSICO INC$53,7560.18%382,766CommonSOLE
369604301GEGE AEROSPACE$53,1470.18%176,675CommonSOLE
458140100INTCINTEL CORP$52,8750.18%1,576,016CommonSOLE
191216100KOCOCA COLA CO$52,2640.18%788,057CommonSOLE
00206R102TAT&T INC$49,3070.17%1,745,985CommonSOLE
438516106HONHONEYWELL INTL INC$49,2060.17%233,756CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$47,8670.16%107,029CommonSOLE
58933Y105MRKMERCK & CO INC$47,4400.16%565,237CommonSOLE
254687106DISDISNEY WALT CO$46,9340.16%409,908CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$46,3530.16%1,054,679CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$46,1090.16%470,643CommonSOLE
512807306LRCXLAM RESEARCH CORP$45,8770.15%342,616CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$44,5310.15%105,534CommonSOLE
872590104TMUST-MOBILE US INC$44,3770.15%185,385CommonSOLE
097023105BABOEING CO$44,1650.15%204,633CommonSOLE
30034WAD8EVRG 4.5 12/15/27EVERGY INC$44,0440.15%35,000,000CommonSOLE
882508104TXNTEXAS INSTRS INC$43,2700.15%235,510CommonSOLE
032654105ADIANALOG DEVICES INC$43,2620.15%176,073CommonSOLE
36828A101GEVGE VERNOVA INC$42,7570.14%69,535CommonSOLE
G29183103ETNEATON CORP PLC$42,5260.14%113,631CommonSOLE
949746101WMT2WELLS FARGO CO NEW$42,4450.14%506,388CommonSOLE
482480100KLACKLA CORP$41,9790.14%38,920CommonSOLE
375558103GILDGILEAD SCIENCES INC$41,6540.14%375,261CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$41,2310.14%119,074CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$40,5100.14%115,330CommonSOLE
038222105AMATAPPLIED MATLS INC$39,2320.13%191,618CommonSOLE
002824100ABTABBOTT LABS$38,3930.13%286,640CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$38,1250.13%3,114,809CommonSOLE
871607107SNPSSYNOPSYS INC$37,6250.13%76,259CommonSOLE
743315103PGRPROGRESSIVE CORP$36,2570.12%146,821CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$35,2490.12%72,675CommonSOLE
75513E101RTXRTX CORPORATION$35,0270.12%209,330CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$34,1160.12%122,184CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$33,9480.11%1,335,500CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$33,8320.11%166,151CommonSOLE
74762E102QUREQUANTA SVCS INC$33,4760.11%80,780CommonSOLE
02209S103MOALTRIA GROUP INC$33,4490.11%506,332CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$33,4320.11%113,906CommonSOLE
032095101APHAMPHENOL CORP NEW$33,1830.11%268,145CommonSOLE
172967424CCITIGROUP INC$32,6590.11%321,764CommonSOLE
052769106ADSKAUTODESK INC$32,5150.11%102,353CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$32,0700.11%291,676CommonSOLE
65339F101NEENEXTERA ENERGY INC$31,8470.11%421,864CommonSOLE
040413205ANETARISTA NETWORKS INC$31,8430.11%218,542CommonSOLE
701094104PHPARKER-HANNIFIN CORP$31,6830.11%41,790CommonSOLE
235851102DHRDANAHER CORPORATION$31,6160.11%159,469CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$31,5720.11%330,700CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$31,1460.11%319,015CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$30,6910.10%284,676CommonSOLE
617446448MSMORGAN STANLEY$30,6400.10%192,753CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$30,0010.10%121,657CommonSOLE
872540109TJXTJX COS INC NEW$29,0730.10%201,146CommonSOLE
20030N101CMCSACOMCAST CORP NEW$28,9330.10%920,861CommonSOLE
58733R102MELIMERCADOLIBRE INC$27,7820.09%11,888CommonSOLE
09290D101BLKBLACKROCK INC$27,5850.09%23,661CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$27,2060.09%97,411CommonSOLE
25809K105DASHDOORDASH INC$26,8040.09%98,549CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$26,6570.09%236,948CommonSOLE
88579Y101MMM3M CO$26,4660.09%170,549CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$26,3290.09%67,227CommonSOLE
G5960L103MDTMEDTRONIC PLC$26,2200.09%275,305CommonSOLE
125523100CITHE CIGNA GROUP$26,1830.09%90,837CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$26,1780.09%187,347CommonSOLE
78409V104SPGIS&P GLOBAL INC$25,5440.09%52,482CommonSOLE
29084Q100EMEEMCOR GROUP INC$25,3610.09%39,044CommonSOLE
311900104FASTFASTENAL CO$25,1830.08%513,520CommonSOLE
08265TAB5BSY 0.125 01/15/26BENTLEY SYS INC$24,6870.08%25,000,000CommonSOLE
907818108UNPUNION PAC CORP$24,5850.08%104,012CommonSOLE
911363109URIUNITED RENTALS INC$24,5710.08%25,738CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$24,5410.08%74,580CommonSOLE
609207105MDLZMONDELEZ INTL INC$24,4390.08%391,214CommonSOLE
20825C104COPCONOCOPHILLIPS$24,2550.08%256,416CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$24,2100.08%113,887CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$24,1940.08%195,506CommonSOLE
82509L107SHOPSHOPIFY INC$24,0750.08%162,007CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$23,6120.08%523,542CommonSOLE
H1467J104CBCHUBB LIMITED$23,1770.08%82,115CommonSOLE
855244109SBUXSTARBUCKS CORP$23,1740.08%273,930CommonSOLE
548661107LOWLOWES COS INC$22,6960.08%90,309CommonSOLE
717081103PFEPFIZER INC$22,6840.08%890,276CommonSOLE
863667101SYKSTRYKER CORPORATION$22,6140.08%61,175CommonSOLE
291011104EMREMERSON ELEC CO$22,3650.08%170,496CommonSOLE
58155Q103MCKMCKESSON CORP$22,3610.08%28,945CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$22,2210.07%147,293CommonSOLE
12572Q105CMECME GROUP INC$21,8000.07%80,684CommonSOLE
37954Y632AIQGLOBAL X FDS$21,3900.07%433,079CommonSOLE
244199105DEDEERE & CO$21,2720.07%46,520CommonSOLE
126408103CSXCSX CORP$21,1410.07%595,374CommonSOLE
770700102HOODROBINHOOD MKTS INC$21,1090.07%147,429CommonSOLE
009066101ABNBAIRBNB INC$21,0710.07%173,536CommonSOLE
172908105CTASCINTAS CORP$21,0070.07%102,343CommonSOLE
09260D107BXBLACKSTONE INC$20,6260.07%120,725CommonSOLE
031100100AMEAMETEK INC$20,5140.07%109,118CommonSOLE
654106103NKENIKE INC$20,0280.07%287,228CommonSOLE
46434G103IEMGISHARES INC$19,9470.07%302,600CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$19,8760.07%253,073CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$19,8320.07%217,052CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$19,5390.07%101,599CommonSOLE
576323109MTZMASTEC INC$19,0560.06%89,547CommonSOLE
98389B100XELXCEL ENERGY INC$18,6840.06%231,673CommonSOLE
92939UAR7WEC 4.375 06/01/29WEC ENERGY GROUP INC$18,4240.06%15,000,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$18,4210.06%80,890CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$18,3010.06%108,623CommonSOLE
651639106NEMNEWMONT CORP$18,2640.06%216,635CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$17,8960.06%31,829CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$17,7300.06%57,241CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$17,6060.06%419,090CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$17,5730.06%262,047CommonSOLE
30161N101EXCEXELON CORP$17,4580.06%387,860CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$17,3990.06%258,485CommonSOLE
94106L109WMWASTE MGMT INC DEL$17,3360.06%78,505CommonSOLE
05464C101AXONAXON ENTERPRISE INC$17,2970.06%24,103CommonSOLE
G25508105CRHCRH PLC$17,1220.06%142,800CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$17,1120.06%332,474CommonSOLE
929160109VMCVULCAN MATLS CO$17,0820.06%55,529CommonSOLE
231561101CWCURTISS WRIGHT CORP$17,0540.06%31,410CommonSOLE
40412C101HCAHCA HEALTHCARE INC$16,6520.06%39,070CommonSOLE
842587107SOSOUTHERN CO$16,5220.06%174,339CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$16,3220.06%32,696CommonSOLE
34959E109FTNTFORTINET INC$16,2900.05%193,744CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$16,2500.05%72,360CommonSOLE
443510607HUBBHUBBELL INC$16,2490.05%37,762CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$15,8690.05%45,399CommonSOLE
45687V106IRINGERSOLL RAND INC$15,8230.05%191,521CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$15,6650.05%77,730CommonSOLE
37950E416SOCLGLOBAL X FDS$15,4920.05%255,000CommonSOLE
98978V103ZTSZOETIS INC$15,2230.05%104,038CommonSOLE
053332102AZOAUTOZONE INC$15,1660.05%3,535CommonSOLE
631103108NDAQNASDAQ INC$15,1280.05%171,025CommonSOLE
571903202MARMARRIOTT INTL INC NEW$15,1210.05%58,060CommonSOLE
81141R100SESEA LTD$15,1000.05%84,480CommonSOLE
37954Y772AGNGGLOBAL X FDS$15,0590.05%450,000CommonSOLE
278865100ECLECOLAB INC$14,9450.05%54,570CommonSOLE
126650100CVSCVS HEALTH CORP$14,9450.05%198,236CommonSOLE
G87052109TELTE CONNECTIVITY PLC$14,8270.05%67,541CommonSOLE
45168D104IDXXIDEXX LABS INC$14,7900.05%23,150CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$14,5180.05%181,609CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14,4890.05%75,006CommonSOLE
594972408MSTRSTRATEGY INC$14,4820.05%43,663CommonSOLE
075887109BDXBECTON DICKINSON & CO$14,2140.05%75,941CommonSOLE
020002101ALLALLSTATE CORP$14,1650.05%65,990CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$14,1170.05%722,804CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$14,0090.05%20,070CommonSOLE
69370C100PTCPTC INC$13,9160.05%68,543CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,8690.05%22,005CommonSOLE
N00985106AERAERCAP HOLDINGS NV$13,8290.05%114,285CommonSOLE
615369105MCOMOODYS CORP$13,7060.05%28,765CommonSOLE
337738108FISVFISERV INC$13,6980.05%106,248CommonSOLE
92338C103VLTOVERALTO CORP$13,6450.05%127,993CommonSOLE
37045V100GMGENERAL MTRS CO$13,6380.05%223,686CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$13,4470.05%41,558CommonSOLE
969457100WMBWILLIAMS COS INC$13,3810.05%211,214CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$13,3670.05%51,739CommonSOLE
48251W104KKRKKR & CO INC$13,3110.04%102,431CommonSOLE
464287242LQDISHARES TR$13,2490.04%118,860CommonSOLE
285512109EAELECTRONIC ARTS INC$13,2380.04%65,631CommonSOLE
278642103EBAYEBAY INC.$13,2220.04%145,377CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$13,2170.04%121,305CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$13,0370.04%40,348CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$13,0100.04%345,631CommonSOLE
98138H101WDAYWORKDAY INC$12,9880.04%53,953CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$12,9690.04%21,285CommonSOLE
485924104KRMNKARMAN HLDGS INC$12,8050.04%177,356CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$12,7700.04%81,359CommonSOLE
26969P108EXPEAGLE MATLS INC$12,7690.04%54,795CommonSOLE
369550108GDGENERAL DYNAMICS CORP$12,7590.04%37,416CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$12,7550.04%25,578CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$12,5330.04%149,080CommonSOLE
37954Y392HEROGLOBAL X FDS$12,4990.04%368,909CommonSOLE
98419M100XYLXYLEM INC$12,4740.04%84,566CommonSOLE
852234AJ2XYZ 0 05/01/26BLOCK INC$12,4480.04%12,800,000CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$12,4070.04%61,749CommonSOLE
693718108PCARPACCAR INC$12,2640.04%124,739CommonSOLE
833445109SNOWSNOWFLAKE INC$12,1360.04%53,810CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$12,1210.04%26,505CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12,0640.04%61,481CommonSOLE
78440X887SLGSL GREEN RLTY CORP$12,0560.04%201,575CommonSOLE
718546104PSXPHILLIPS 66$12,0420.04%88,532CommonSOLE
29476L107EQREQUITY RESIDENTIAL$11,9490.04%184,593CommonSOLE
902973304USBUS BANCORP DEL$11,9200.04%246,636CommonSOLE
778296103ROSTROSS STORES INC$11,8650.04%77,859CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$11,8580.04%45,464CommonSOLE
G0403H108AONAON PLC$11,7550.04%32,966CommonSOLE
92840M102VSTVISTRA CORP$11,6480.04%59,455CommonSOLE
893641100TDGTRANSDIGM GROUP INC$11,6300.04%8,824CommonSOLE
192422103CGNXCOGNEX CORP$11,6100.04%256,288CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$11,4660.04%33,975CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$11,4300.04%234,607CommonSOLE
501044101KRKROGER CO$11,3680.04%168,649CommonSOLE
26884U109EPREPR PPTYS$11,3460.04%195,590CommonSOLE
00766T100ACMAECOM$11,3380.04%86,900CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$11,3170.04%408,866CommonSOLE
37954Y137HEALGLOBAL X FDS$11,2390.04%351,666CommonSOLE
704326107PAYXPAYCHEX INC$11,2240.04%88,550CommonSOLE
23804L103DDOGDATADOG INC$11,1780.04%78,492CommonSOLE
217204106CPRTCOPART INC$10,9270.04%242,992CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$10,5860.04%35,240CommonSOLE
009158106APDAIR PRODS & CHEMS INC$10,5710.04%38,763CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$10,4490.04%409,610CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$10,4280.04%40,197CommonSOLE
G7S00T104PNRPENTAIR PLC$10,4120.04%94,005CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$10,3310.03%132,845CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$10,3130.03%262,968CommonSOLE
816851109SRESEMPRA$10,2730.03%114,165CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$10,2680.03%72,937CommonSOLE
219350105GLWCORNING INC$10,2320.03%124,732CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$10,2150.03%159,072CommonSOLE
980745103WWDWOODWARD INC$10,1950.03%40,342CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$10,1850.03%57,936CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$10,1450.03%15,230CommonSHARED
670346105NUENUCOR CORP$10,0840.03%74,456CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9,9400.03%20,234CommonSOLE
22052L104CTVACORTEVA INC$9,8230.03%145,249CommonSOLE
12504L109CBRECBRE GROUP INC$9,8130.03%62,284CommonSOLE
682189105ONON SEMICONDUCTOR CORP$9,7820.03%198,381CommonSOLE
29605J106ESABESAB CORPORATION$9,7770.03%87,499CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9,6990.03%247,499CommonSOLE
26875P101EOGEOG RES INC$9,6790.03%86,329CommonSOLE
22160N109CSGPCOSTAR GROUP INC$9,6480.03%114,352CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9,6020.03%114,947CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9,5890.03%338,719CommonSOLE
771049103RBLXROBLOX CORP$9,5610.03%69,029CommonSOLE
233331107DTEDTE ENERGY CO$9,5360.03%67,427CommonSOLE
049560105ATOATMOS ENERGY CORP$9,4260.03%55,208CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9,4170.03%10,229CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$9,3710.03%90,074CommonSOLE
46982L108JJACOBS SOLUTIONS INC$9,3600.03%62,461CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9,3160.03%54,717CommonSOLE
03073E105CORCENCORA INC$9,3070.03%29,780CommonSOLE
89832Q109TFCTRUIST FINL CORP$9,3050.03%203,532CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$9,2990.03%66,976CommonSOLE
722304102PDDPDD HOLDINGS INC$9,2900.03%70,285CommonSOLE
56585A102MPCMARATHON PETE CORP$9,2360.03%47,919CommonSOLE
H2906T109GRMNGARMIN LTD$9,2270.03%37,474CommonSOLE
922908553VNQVANGUARD INDEX FDS$9,1690.03%100,300CommonSOLE
231021106CMICUMMINS INC$9,1480.03%21,658CommonSOLE
46266C105IQVIQVIA HLDGS INC$9,1280.03%48,053CommonSOLE
629377508NRGNRG ENERGY INC$9,0890.03%56,122CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$9,0310.03%67,765CommonSOLE
37959E102GLGLOBE LIFE INC$9,0300.03%63,163CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8,9770.03%29,392CommonSOLE
444859102HUMHUMANA INC$8,8710.03%34,095CommonSOLE
760759100RSGREPUBLIC SVCS INC$8,7890.03%38,299CommonSOLE
64119V303NTSTNETSTREIT CORP$8,7580.03%484,948CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8,7450.03%25,316CommonSOLE
001055102AFLAFLAC INC$8,7180.03%78,044CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8,6610.03%115,321CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8,6440.03%128,878CommonSOLE
871829107SYYSYSCO CORP$8,6250.03%104,755CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$8,5740.03%36,321CommonSOLE
64110D104NTAPNETAPP INC$8,4860.03%71,636CommonSOLE
26922A420QTUMETF SER SOLUTIONS$8,4030.03%80,100CommonSOLE
31428X106FDXFEDEX CORP$8,3930.03%35,594CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$8,3680.03%33,271CommonSOLE
92343E102VRSNVERISIGN INC$8,3470.03%29,857CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$8,2900.03%505,769CommonSOLE
59156R108METMETLIFE INC$8,2790.03%100,510CommonSOLE
184496107CLHCLEAN HARBORS INC$8,2470.03%35,512CommonSOLE
682680103OKEONEOK INC NEW$8,2470.03%113,014CommonSOLE
N07059210ASMLASML HOLDING N V$8,2380.03%8,510CommonSOLE
25746U109DDOMINION ENERGY INC$8,1780.03%133,685CommonSOLE
761152107RMDRESMED INC$8,1380.03%29,730CommonSOLE
496902404KGCKINROSS GOLD CORP$8,1240.03%326,926CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$8,1040.03%268,183CommonSOLE
87612E106TGTTARGET CORP$8,0540.03%89,787CommonSOLE
806857108SLBSCHLUMBERGER LTD$8,0490.03%234,187CommonSOLE
345370860FFORD MTR CO$7,9740.03%666,144CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$7,9680.03%7,500,000CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$7,7760.03%40,634CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$7,7550.03%25,010CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$7,6040.03%53,140CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$7,5730.03%27,528CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$7,5680.03%126,759CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7,5250.03%60,516CommonSOLE
23331A109DHID R HORTON INC$7,5100.03%44,317CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$7,4390.03%55,771CommonSOLE
55354G100MSCIMSCI INC$7,4380.03%13,108CommonSOLE
929740108WABWABTEC$7,3860.02%36,842CommonSOLE
87612G101TRGPTARGA RES CORP$7,3850.02%44,080CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$7,3830.02%8,000,000CommonSOLE
69331C108PCGPG&E CORP$7,3250.02%485,759CommonSOLE
384802104GWWGRAINGER W W INC$7,2500.02%7,608CommonSOLE
89400J107TRUTRANSUNION$7,2380.02%86,394CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$7,2350.02%7,000,000CommonSOLE
988498101YUMYUM BRANDS INC$7,2020.02%47,384CommonSOLE
958102105WDCWESTERN DIGITAL CORP$7,1380.02%59,457CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$7,1280.02%85,403CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$7,0940.02%40,559CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$7,0660.02%15,496CommonSOLE
858119100STLDSTEEL DYNAMICS INC$7,0450.02%50,530CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$7,0400.02%219,082CommonSOLE
18915M107NETCLOUDFLARE INC$7,0280.02%32,752CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$7,0040.02%365,727CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6,9740.02%49,195CommonSOLE
759916109RGENREPLIGEN CORP$6,8490.02%51,238CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6,8440.02%68,087CommonSOLE
336433107FSLRFIRST SOLAR INC$6,8370.02%31,004CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$6,8310.02%81,968CommonSOLE
133131102CPTCAMDEN PPTY TR$6,7660.02%63,367CommonSOLE
G3223R108EGEVEREST GROUP LTD$6,7580.02%19,295CommonSOLE
92936U109WPCWP CAREY INC$6,7390.02%99,736CommonSOLE
049468101TEAMATLASSIAN CORPORATION$6,7270.02%42,122CommonSOLE
294429105EFXEQUIFAX INC$6,7120.02%26,163CommonSOLE
125896100CMSCMS ENERGY CORP$6,7060.02%91,532CommonSOLE
98980G102ZSZSCALER INC$6,6970.02%22,348CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6,6170.02%72,369CommonSOLE
554489104VREVERIS RESIDENTIAL INC$6,5790.02%432,831CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6,5450.02%27,482CommonSOLE
29364G103ETRENTERGY CORP NEW$6,5170.02%69,929CommonSOLE
744320102PRUPRUDENTIAL FINL INC$6,4970.02%62,630CommonSOLE
252131107DXCMDEXCOM INC$6,4470.02%95,807CommonSOLE
553368101MPMP MATERIALS CORP$6,3670.02%94,935CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$6,3160.02%84,785CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$6,2540.02%48,732CommonSOLE
758849103REGREGENCY CTRS CORP$6,2470.02%85,697CommonSOLE
852234103XYZBLOCK INC$6,2450.02%86,417CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$6,2410.02%10,650CommonSOLE
896239100TRMBTRIMBLE INC$6,1990.02%75,918CommonSOLE
09062X103BIIBBIOGEN INC$6,1740.02%44,075CommonSOLE
500754106KHCKRAFT HEINZ CO$6,1120.02%234,733CommonSOLE
443573100HUBSHUBSPOT INC$6,0620.02%12,958CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6,0100.02%66,238CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$5,9970.02%128,665CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$5,9730.02%86,814CommonSOLE
052800109ALVAUTOLIV INC$5,9190.02%47,927CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$5,8190.02%4,740CommonSOLE
303250104FICOFAIR ISAAC CORP$5,8140.02%3,885CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5,7520.02%50,192CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$5,7390.02%54,019CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,6880.02%100,025CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$5,6800.02%36,566CommonSOLE
023608102AEEAMEREN CORP$5,6650.02%54,271CommonSOLE
229663109CUBECUBESMART$5,6490.02%138,933CommonSOLE
12514G108CDWCDW CORP$5,6320.02%35,363CommonSOLE
464288513HYGISHARES TR$5,5570.02%68,450CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5,4190.02%23,060CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$5,4170.02%154,514CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5,4070.02%81,992CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$5,3910.02%114,093CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$5,3520.02%89,595CommonSOLE
49177J102KVUEKENVUE INC$5,3470.02%329,441CommonSOLE
922475108VEEVVEEVA SYS INC$5,2650.02%17,676CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$5,2530.02%30,431CommonSOLE
084423102WRBBERKLEY W R CORP$5,2520.02%68,544CommonSOLE
888787108TOSTTOAST INC$5,2510.02%143,826CommonSOLE
G4705A100ICLRICON PLC$5,2460.02%29,976CommonSOLE
G3265R107APTVAPTIV PLC$5,2450.02%60,824CommonSOLE
380237107GDDYGODADDY INC$5,2090.02%38,070CommonSOLE
88339J105TTDTHE TRADE DESK INC$5,1890.02%105,877CommonSOLE
26884L109EQTEQT CORP$5,1780.02%95,124CommonSOLE
857477103STTSTATE STR CORP$5,1370.02%44,277CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$5,1060.02%65,546CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5,0860.02%56,252CommonSOLE
281020107EIXEDISON INTL$5,0580.02%91,496CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5,0490.02%20,585CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$5,0370.02%70,907CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5,0360.02%205,029CommonSOLE
45784P101PODDINSULET CORP$5,0130.02%16,238CommonSOLE
526057104LENLENNAR CORP$5,0050.02%39,710CommonSOLE
55261F104MTBM & T BK CORP$4,9290.02%24,941CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4,9130.02%55,354CommonSOLE
143658300CCL1EURCARNIVAL CORP$4,9020.02%169,571CommonSOLE
29355AAH0ENPH 0 03/01/26ENPHASE ENERGY INC$4,8890.02%5,000,000CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$4,8620.02%146,226CommonSOLE
146869102CVNACARVANA CO$4,8060.02%12,740CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$4,8000.02%5,000,000CommonSOLE
466313103JBLJABIL INC$4,7600.02%21,919CommonSOLE
45337C102INCYINCYTE CORP$4,7540.02%56,062CommonSOLE
228368106CCKCROWN HLDGS INC$4,7380.02%49,054CommonSOLE
78463V107GLDSPDR GOLD TR$4,7280.02%13,300CommonSOLE
233051150USSGDBX ETF TR$4,7190.02%76,920CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4,6910.02%26,367CommonSOLE
30040W108ESEVERSOURCE ENERGY$4,6860.02%65,865CommonSOLE
316773100FITBFIFTH THIRD BANCORP$4,6280.02%103,875CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$4,6250.02%18,215CommonSHARED
115236101BROBROWN & BROWN INC$4,6200.02%49,258CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$4,6200.02%45,569CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$4,5980.02%21,511CommonSOLE
09073M104TECHBIO-TECHNE CORP$4,5820.02%82,358CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$4,5770.02%46,400CommonSOLE
40434L105HPQHP INC$4,5670.02%167,721CommonSOLE
315616102FFIVF5 INC$4,5620.02%14,118CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4,5170.02%116,406CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$4,5070.02%84,916CommonSOLE
G8473T100STESTERIS PLC$4,5060.02%18,211CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,5010.02%23,027CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$4,4990.02%53,490CommonSOLE
018802108LNTALLIANT ENERGY CORP$4,4760.02%66,405CommonSOLE
00971TAN1AKAM 1.125 02/15/29AKAMAI TECHNOLOGIES INC$4,4680.02%4,750,000CommonSOLE
62944T105NVRNVR INC$4,4670.02%556CommonSOLE
172062101CINFCINCINNATI FINL CORP$4,3640.01%27,600CommonSOLE
427866108HSYHERSHEY CO$4,3440.01%23,224CommonSOLE
67059N108NTNXNUTANIX INC$4,3090.01%57,928CommonSOLE
260003108DOVDOVER CORP$4,3090.01%25,832CommonSOLE
693506107PPGPPG INDS INC$4,3000.01%40,914CommonSOLE
69351T106PPLPPL CORP$4,2940.01%115,548CommonSOLE
745867101PHMPULTE GROUP INC$4,2910.01%32,477CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$4,2630.01%26,089CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4,2630.01%159,300CommonSOLE
370334104GISGENERAL MLS INC$4,2550.01%84,394CommonSOLE
256677105DGDOLLAR GEN CORP NEW$4,2470.01%41,090CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4,2380.01%21,920CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,2020.01%7,686CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$4,1820.01%466,723CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$4,1760.01%52,526CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$4,1710.01%87,011CommonSOLE
665859104NTRSNORTHERN TR CORP$4,0640.01%30,193CommonSOLE
827048109SLGNSILGAN HLDGS INC$4,0520.01%94,215CommonSOLE
441593100HLIHOULIHAN LOKEY INC$3,9800.01%19,386CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$3,9550.01%39,034CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$3,9430.01%228,317CommonSOLE
50212V100LPLALPL FINL HLDGS INC$3,9270.01%11,805CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$3,9060.01%95,016CommonSOLE
759509102RSRELIANCE INC$3,8560.01%13,731CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3,8550.01%48,230CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$3,8390.01%145,598CommonSOLE
337932107FEFIRSTENERGY CORP$3,8300.01%83,581CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$3,8150.01%36,526CommonSOLE

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.