MondegarAI
Daiwa Securities Group Inc. (DSECF, DSEEY)

Q4 2025 · 13F-HR

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

Filed 2026-02-11 · accession 0001481045-26-000001

$31.3M
Reported value
1,360
Positions
2025-12-31
Period end
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The Brief · Daiwa Securities Group Inc. (DSECF, DSEEY) · Q4 2025

AI · grounded in 13F

Daiwa Securities Group Inc. increased its position in PLTR by 637.5%, marking its largest accumulation of the period. The fund also expanded holdings in PG by 354.3% and VTR by 188.7%. On the sell side, the fund reduced its stake in KRMA by 99.9% and trimmed VICI by 82.8%.

Holdings as filed

First 500 of 1360

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.8M5.78%9,696,468CommonSOLE
037833100AAPLAPPLE INC$1.6M5.08%5,848,633CommonSOLE
594918104MSFTMICROSOFT CORP$1.5M4.89%3,163,712CommonSOLE
023135106AMZNAMAZON COM INC$1.3M4.04%5,482,783CommonSOLE
02079K305GOOGLALPHABET INC$1.1M3.57%3,573,641CommonSOLE
11135F101AVGOBROADCOM INC$1.1M3.47%3,136,360CommonSOLE
30303M102METAMETA PLATFORMS INC$1.0M3.26%1,543,750CommonSOLE
95040Q104WELLWELLTOWER INC$831,1442.66%4,477,906CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$792,6102.53%4,459,068CommonSOLE
64110L106NFLXNETFLIX INC$782,9882.50%8,350,980CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$712,6372.28%1,520,259CommonSOLE
253868103DLRDIGITAL RLTY TR INC$703,3462.25%4,546,218CommonSOLE
74340W103PLDPROLOGIS INC$614,3641.96%4,812,501CommonSOLE
22822V101CCICROWN CASTLE INC$383,2931.22%4,312,955CommonSOLE
29444U700EQIXEQUINIX INC$380,1351.21%496,156CommonSOLE
02079K107GOOGALPHABET INC$378,0841.21%1,204,856CommonSOLE
92276F100VTRVENTAS INC$364,1191.16%4,705,591CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$361,5751.16%2,776,654CommonSOLE
46284V101IRMIRON MTN INC DEL$303,1060.97%3,654,086CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$301,1660.96%1,626,959CommonSOLE
297178105ESSESSEX PPTY TR INC$289,4110.92%1,105,973CommonSOLE
88160R101TSLATESLA INC$287,2150.92%638,652CommonSOLE
46187W107INVHINVITATION HOMES INC$271,2340.87%9,760,152CommonSOLE
49446R109KIMKIMCO RLTY CORP$237,7940.76%11,731,317CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$221,6190.71%3,656,490CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$217,3840.69%837,705CommonSOLE
101121101BXPBXP INC$206,8930.66%3,065,995CommonSOLE
902653104UDRUDR INC$190,6060.61%5,196,447CommonSOLE
595112103MUMICRON TECHNOLOGY INC$189,0130.60%662,155CommonSOLE
866674104SUISUN CMNTYS INC$187,2460.60%1,511,146CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$185,0460.59%10,436,837CommonSOLE
742718109PGPROCTER AND GAMBLE CO$184,4990.59%1,287,416CommonSOLE
464287200IVVISHARES TR$180,0590.58%262,883CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$174,4300.56%541,340CommonSOLE
756109104OREALTY INCOME CORP$164,0820.52%2,910,796CommonSOLE
008492100ADCAGREE RLTY CORP$163,0030.52%2,262,991CommonSOLE
46090E103QQQINVESCO QQQ TR$155,9470.50%253,762CommonSOLE
532457108LLYELI LILLY & CO$147,9380.47%137,658CommonSOLE
42226K105HRHEALTHCARE RLTY TR$146,3140.47%8,632,087CommonSOLE
025816109AXPAMERICAN EXPRESS CO$145,0800.46%392,161CommonSOLE
45104G104IBNICICI BANK LIMITED$144,9060.46%4,862,631CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$140,1660.45%1,107,328CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$135,8210.43%270,209CommonSOLE
49427F108KRCKILROY RLTY CORP$130,4900.42%3,491,846CommonSOLE
92826C839VVISA INC$129,9110.42%370,422CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$123,4730.39%143,184CommonSOLE
277276101EGPEASTGROUP PPTYS INC$123,3610.39%692,493CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$118,5690.38%3,997,593CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$115,6950.37%131,621CommonSOLE
742718109PGPROCTER AND GAMBLE CO$114,6480.37%800,000PUTSOLE
478160104JNJJOHNSON & JOHNSON$112,6820.36%544,488CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$110,0460.35%513,846CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$108,1990.35%2,440,207CommonSOLE
149123101CATCATERPILLAR INC$98,2290.31%171,467CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$95,4900.31%167,269CommonSOLE
17275R102CSCOCISCO SYS INC$94,2200.30%1,223,165CommonSOLE
595112103MUMICRON TECHNOLOGY INC$94,1850.30%330,000PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$94,0870.30%1,895,000PUTSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$94,0860.30%1,895,000CommonSOLE
931142103WMTWALMART INC$90,3190.29%810,687CommonSOLE
30231G102XOMEXXON MOBIL CORP$90,2860.29%750,258CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$87,4880.28%3,693,020CommonSOLE
456788108INFYINFOSYS LTD$85,4690.27%4,796,200CommonSOLE
437076102HDHOME DEPOT INC$85,3110.27%247,926CommonSOLE
14174T107CTRECARETRUST REIT INC$83,7820.27%2,316,967CommonSOLE
025816109AXPAMERICAN EXPRESS CO$81,3890.26%220,000PUTSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$79,8490.26%843,888CommonSOLE
00287Y109ABBVABBVIE INC$78,6730.25%344,320CommonSOLE
031162100AMGNAMGEN INC$78,1430.25%238,742CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$76,4580.24%231,613CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$69,9840.22%236,264CommonSOLE
79466L302CRMSALESFORCE INC$68,0470.22%256,869CommonSOLE
718172109PMPHILIP MORRIS INTL INC$64,4030.21%401,515CommonSOLE
G54950103LINLINDE PLC$63,4930.20%148,907CommonSOLE
23128Q101CURBCURBLINE PPTYS CORP$62,7490.20%2,703,509CommonSOLE
060505104BACBANK AMERICA CORP$61,9660.20%1,126,654CommonSOLE
580135101MCDMCDONALDS CORP$61,2610.20%200,443CommonSOLE
68389X105ORCLORACLE CORP$61,2230.20%314,071CommonSOLE
512807306LRCXLAM RESEARCH CORP$61,1320.20%357,094CommonSOLE
369604301GEGE AEROSPACE$60,9660.19%197,921CommonSOLE
36828A101GEVGE VERNOVA INC$60,9280.19%93,218CommonSOLE
747525103QCOMQUALCOMM INC$60,8040.19%355,475CommonSOLE
166764100CVXCHEVRON CORP NEW$60,0250.19%393,838CommonSOLE
191216100KOCOCA COLA CO$58,9760.19%843,606CommonSOLE
458140100INTCINTEL CORP$58,9530.19%1,597,641CommonSOLE
00724F101ADBEADOBE INC$58,4090.19%166,888CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$58,1540.19%10,859CommonSOLE
713448108PEPPEPSICO INC$57,4610.18%400,366CommonSOLE
461202103INTUINTUIT$57,1300.18%86,244CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$55,7370.18%98,413CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$54,7190.17%2,119,235CommonSOLE
03831W108APPAPPLOVIN CORP$54,0910.17%80,276CommonSOLE
58933Y105MRKMERCK & CO INC$51,8360.17%492,451CommonSOLE
038222105AMATAPPLIED MATLS INC$51,7430.17%201,342CommonSOLE
482480100KLACKLA CORP$49,2840.16%40,560CommonSOLE
949746101WMT2WELLS FARGO CO NEW$48,1240.15%516,347CommonSOLE
438516106HONHONEYWELL INTL INC$47,1410.15%241,637CommonSOLE
254687106DISDISNEY WALT CO$44,9550.14%395,144CommonSOLE
097023105BABOEING CO$44,8550.14%206,589CommonSOLE
00206R102TAT&T INC$44,6520.14%1,797,577CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$42,7260.14%1,048,992CommonSOLE
882508104TXNTEXAS INSTRS INC$42,7140.14%246,203CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$40,6280.13%125,383CommonSOLE
375558103GILDGILEAD SCIENCES INC$40,4320.13%329,407CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$40,1880.13%69,355CommonSOLE
75513E101RTXRTX CORPORATION$39,7010.13%216,470CommonSOLE
032654105ADIANALOG DEVICES INC$39,2880.13%144,866CommonSOLE
172967424CCITIGROUP INC$38,5520.12%330,380CommonSOLE
871607107SNPSSYNOPSYS INC$37,7030.12%80,268CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$37,6700.12%96,787CommonSOLE
235851102DHRDANAHER CORPORATION$37,5850.12%164,183CommonSOLE
743315103PGRPROGRESSIVE CORP$36,9950.12%162,456CommonSOLE
002824100ABTABBOTT LABS$36,9700.12%295,075CommonSOLE
872590104TMUST-MOBILE US INC$36,9370.12%181,918CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$36,5600.12%120,304CommonSOLE
65339F101NEENEXTERA ENERGY INC$36,1150.12%449,861CommonSOLE
81762P102NOWSERVICENOW INC$35,9200.11%234,475CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$35,7760.11%123,340CommonSOLE
032095101APHAMPHENOL CORP NEW$35,4250.11%262,094CommonSOLE
617446448MSMORGAN STANLEY$35,2120.11%198,344CommonSOLE
G29183103ETNEATON CORP PLC$34,7320.11%109,046CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$34,3950.11%420,932CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$34,0960.11%50,000PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$33,8780.11%355,299CommonSOLE
701094104PHPARKER-HANNIFIN CORP$33,5810.11%38,205CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$33,3840.11%106,802CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$33,3530.11%333,832CommonSOLE
052769106ADSKAUTODESK INC$33,1900.11%112,125CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$33,0290.11%179,314CommonSOLE
02209S103MOALTRIA GROUP INC$33,0130.11%572,546CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$32,0520.10%267,663CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$32,0050.10%70,595CommonSOLE
872540109TJXTJX COS INC NEW$31,2970.10%203,743CommonSOLE
040413205ANETARISTA NETWORKS INC$30,9350.10%236,096CommonSOLE
031100100AMEAMETEK INC$30,8940.10%150,472CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$30,2110.10%1,170,500CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$29,7940.10%115,826CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$29,4190.09%545,396CommonSOLE
78409V104SPGIS&P GLOBAL INC$29,2940.09%56,055CommonSOLE
74762E102QUREQUANTA SVCS INC$28,7380.09%68,089CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$27,9500.09%242,388CommonSOLE
20030N101CMCSACOMCAST CORP NEW$27,8020.09%992,858CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$27,7720.09%114,587CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$27,7150.09%78,454CommonSOLE
82509L107SHOPSHOPIFY INC$27,6550.09%171,800CommonSOLE
88579Y101MMM3M CO$27,5780.09%172,256CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$27,3220.09%101,832CommonSOLE
H1467J104CBCHUBB LIMITED$26,9000.09%86,185CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$26,7810.09%293,615CommonSOLE
46434G103IEMGISHARES INC$26,1960.08%389,700CommonSOLE
09290D101BLKBLACKROCK INC$26,1330.08%24,416CommonSOLE
125523100CITHE CIGNA GROUP$26,1120.08%94,875CommonSOLE
G5960L103MDTMEDTRONIC PLC$25,6060.08%266,564CommonSOLE
023135106AMZNAMAZON COM INC$25,3900.08%110,000PUTSOLE
G25508105CRHCRH PLC$25,1600.08%201,601CommonSOLE
02079K107GOOGALPHABET INC$25,1040.08%80,000PUTSOLE
009066101ABNBAIRBNB INC$24,7380.08%182,272CommonSOLE
855244109SBUXSTARBUCKS CORP$24,3460.08%289,111CommonSOLE
907818108UNPUNION PAC CORP$24,2680.08%104,910CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$24,2670.08%415,674CommonSOLE
58155Q103MCKMCKESSON CORP$24,1190.08%29,403CommonSOLE
25809K105DASHDOORDASH INC$23,9980.08%105,961CommonSOLE
008073108AVAVAEROVIRONMENT INC$23,6790.08%97,890CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$23,5600.08%201,010CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$22,9790.07%29,771CommonSOLE
717081103PFEPFIZER INC$22,8870.07%919,171CommonSOLE
12572Q105CMECME GROUP INC$22,6840.07%83,065CommonSOLE
485924104KRMNKARMAN HLDGS INC$22,6560.07%309,629CommonSOLE
548661107LOWLOWES COS INC$22,4510.07%93,098CommonSOLE
244199105DEDEERE & CO$22,0940.07%47,457CommonSOLE
925652109VICIVICI PPTYS INC$22,0920.07%785,617CommonSOLE
863667101SYKSTRYKER CORPORATION$22,0830.07%62,831CommonSOLE
172908105CTASCINTAS CORP$21,8920.07%116,405CommonSOLE
126408103CSXCSX CORP$21,7860.07%600,990CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$21,7240.07%283,340CommonSOLE
759916109RGENREPLIGEN CORP$21,3470.07%130,277CommonSOLE
20825C104COPCONOCOPHILLIPS$20,9840.07%224,167CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$20,8790.07%443,678CommonSOLE
291011104EMREMERSON ELEC CO$20,8480.07%157,081CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$20,8290.07%118,641CommonSOLE
37045V100GMGENERAL MTRS CO$20,3250.06%249,935CommonSOLE
03064D108COLDAMERICOLD REALTY TRUST INC$20,3060.06%1,579,021CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$19,9970.06%693,877CommonSOLE
311900104FASTFASTENAL CO$19,5910.06%488,187CommonSOLE
37954Y632AIQGLOBAL X FDS$19,4830.06%383,079CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19,2450.06%118,835CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$19,1840.06%224,249CommonSOLE
770700102HOODROBINHOOD MKTS INC$19,1600.06%169,405CommonSOLE
09260D107BXBLACKSTONE INC$19,0400.06%123,521CommonSOLE
571903202MARMARRIOTT INTL INC NEW$18,9220.06%60,992CommonSOLE
58733R102MELIMERCADOLIBRE INC$18,8620.06%9,364CommonSOLE
075887109BDXBECTON DICKINSON & CO$18,7460.06%96,592CommonSOLE
654106103NKENIKE INC$18,7250.06%293,920CommonSOLE
443510607HUBBHUBBELL INC$18,4740.06%41,599CommonSOLE
609207105MDLZMONDELEZ INTL INC$18,3540.06%340,953CommonSOLE
98389B100XELXCEL ENERGY INC$18,2030.06%246,455CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18,1340.06%46,607CommonSOLE
45687V106IRINGERSOLL RAND INC$18,0440.06%227,770CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$18,0270.06%83,053CommonSOLE
40412C101HCAHCA HEALTHCARE INC$17,7750.06%38,075CommonSOLE
231561101CWCURTISS WRIGHT CORP$17,7700.06%32,235CommonSOLE
651639106NEMNEWMONT CORP$17,6800.06%177,063CommonSOLE
30161N101EXCEXELON CORP$17,6450.06%404,791CommonSOLE
29084Q100EMEEMCOR GROUP INC$17,4110.06%28,459CommonSOLE
G87052109TELTE CONNECTIVITY PLC$17,3740.06%76,366CommonSOLE
26922A420QTUMETF SER SOLUTIONS$17,3480.06%158,200CommonSOLE
020002101ALLALLSTATE CORP$17,2070.05%82,666CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$17,0540.05%224,657CommonSOLE
911363109URIUNITED RENTALS INC$17,0240.05%21,035CommonSOLE
94106L109WMWASTE MGMT INC DEL$16,9150.05%76,988CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$16,8930.05%198,794CommonSOLE
82982T106SITMSITIME CORP$16,5430.05%46,838CommonSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$16,3950.05%874,389CommonSOLE
126650100CVSCVS HEALTH CORP$16,2660.05%204,969CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$16,1870.05%33,467CommonSOLE
34959E109FTNTFORTINET INC$16,1810.05%203,764CommonSOLE
615369105MCOMOODYS CORP$15,9990.05%31,319CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$15,8540.05%77,147CommonSOLE
842587107SOSOUTHERN CO$15,7050.05%180,107CommonSOLE
G0250X107AMCRAMCOR PLC$15,5750.05%373,510CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$15,3290.05%267,663CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$15,3280.05%63,142CommonSOLE
922908553VNQVANGUARD INDEX FDS$15,2220.05%172,020CommonSOLE
45168D104IDXXIDEXX LABS INC$15,2150.05%22,490CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$15,1760.05%58,643CommonSOLE
N00985106AERAERCAP HOLDINGS NV$15,1100.05%105,103CommonSOLE
958102105WDCWESTERN DIGITAL CORP$14,9210.05%86,613CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$14,8910.05%54,073CommonSOLE
778296103ROSTROSS STORES INC$14,7390.05%81,820CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$14,7390.05%126,967CommonSOLE
631103108NDAQNASDAQ INC$14,6790.05%151,127CommonSOLE
693718108PCARPACCAR INC$14,4450.05%131,907CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$14,4130.05%41,115CommonSOLE
05464C101AXONAXON ENTERPRISE INC$14,3320.05%25,234CommonSOLE
929160109VMCVULCAN MATLS CO$14,2120.05%49,829CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14,1300.05%77,931CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$14,1200.05%36,836CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,9220.04%22,359CommonSOLE
278865100ECLECOLAB INC$13,8000.04%52,566CommonSOLE
576323109MTZMASTEC INC$13,7960.04%63,469CommonSOLE
462222AD2IONS 0 04/01/26IONIS PHARMACEUTICALS INC$13,7220.04%10,000,000CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$13,6580.04%53,345CommonSOLE
278642103EBAYEBAY INC$13,5650.04%155,739CommonSOLE
902973304USBUS BANCORP DEL$13,5610.04%254,156CommonSOLE
464287242LQDISHARES TR$13,5050.04%122,560CommonSOLE
48251W104KKRKKR & CO INC$13,4800.04%105,740CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$13,3120.04%168,461CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$13,2560.04%63,507CommonSOLE
369550108GDGENERAL DYNAMICS CORP$13,0770.04%38,843CommonSOLE
969457100WMBWILLIAMS COS INC$12,9730.04%215,817CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$12,9700.04%14,310CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12,9630.04%63,227CommonSOLE
34354P105FLSFLOWSERVE CORP$12,9430.04%186,553CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$12,7520.04%455,290CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$12,6320.04%56,469CommonSOLE
670346105NUENUCOR CORP$12,6150.04%77,338CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$12,5880.04%89,708CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$12,4540.04%21,841CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$12,4330.04%711,275CommonSOLE
98138H101WDAYWORKDAY INC$12,3710.04%57,600CommonSOLE
98978V103ZTSZOETIS INC$12,3500.04%98,156CommonSOLE
285512109EAELECTRONIC ARTS INC$12,2080.04%59,748CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$12,2010.04%43,067CommonSOLE
231021106CMICUMMINS INC$12,1950.04%23,891CommonSOLE
29476L107EQREQUITY RESIDENTIAL$12,1300.04%192,410CommonSOLE
893641100TDGTRANSDIGM GROUP INC$12,0860.04%9,088CommonSOLE
69370C100PTCPTC INC$12,0400.04%69,116CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$12,0380.04%27,044CommonSOLE
758849103REGREGENCY CTRS CORP$12,0080.04%173,954CommonSOLE
G0403H108AONAON PLC$12,0010.04%34,010CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$11,8950.04%234,190CommonSOLE
501044101KRKROGER CO$11,8810.04%190,170CommonSOLE
833445109SNOWSNOWFLAKE INC$11,8700.04%54,110CommonSOLE
553368101MPMP MATERIALS CORP$11,8420.04%234,407CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$11,8240.04%119,204CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$11,8230.04%75,400CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$11,7980.04%42,298CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$11,6430.04%20,050CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$11,6340.04%136,461CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$11,6200.04%40,455CommonSOLE
199908104FIXCOMFORT SYS USA INC$11,5320.04%12,357CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$11,4680.04%87,876CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$11,4020.04%46,294CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$11,2900.04%247,916CommonSOLE
219350105GLWCORNING INC$11,2880.04%128,917CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$11,2270.04%69,300CommonSOLE
718546104PSXPHILLIPS 66$11,2200.04%86,955CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$11,1380.04%134,193CommonSOLE
980745103WWDWOODWARD INC$11,1310.04%36,819CommonSOLE
03073E105CORCENCORA INC$11,0210.04%32,629CommonSOLE
92840M102VSTVISTRA CORP$10,9610.04%67,918CommonSOLE
23804L103DDOGDATADOG INC$10,9020.03%80,169CommonSOLE
12504L109CBRECBRE GROUP INC$10,7570.03%66,902CommonSOLE
56585A102MPCMARATHON PETE CORP$10,6250.03%65,336CommonSOLE
98419M100XYLXYLEM INC$10,6050.03%77,875CommonSOLE
345370860FFORD MTR CO$10,5780.03%806,240CommonSOLE
69331C108PCGPG&E CORP$10,5600.03%657,085CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$10,5600.03%72,948CommonSOLE
31428X106FDXFEDEX CORP$10,5090.03%36,382CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$10,4980.03%36,360CommonSOLE
26875P101EOGEOG RES INC$10,4740.03%99,743CommonSOLE
N07059210ASMLASML HOLDING N V$10,3560.03%9,680CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$10,3390.03%25,999CommonSOLE
816851109SRESEMPRA$10,2380.03%115,965CommonSOLE
89832Q109TFCTRUIST FINL CORP$10,2210.03%207,695CommonSOLE
46266C105IQVIQVIA HLDGS INC$10,1560.03%45,056CommonSOLE
29605J106ESABESAB CORPORATION$10,1180.03%90,565CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$10,1030.03%74,247CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$10,0510.03%57,317CommonSOLE
217204106CPRTCOPART INC$10,0270.03%256,126CommonSOLE
59156R108METMETLIFE INC$9,9740.03%126,348CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9,9490.03%121,299CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9,8830.03%47,559CommonSOLE
009158106APDAIR PRODS & CHEMS INC$9,8540.03%39,890CommonSOLE
03076C106AMPAMERIPRISE FINL INC$9,8290.03%20,046CommonSOLE
704326107PAYXPAYCHEX INC$9,7970.03%87,334CommonSOLE
444859102HUMHUMANA INC$9,6500.03%37,675CommonSOLE
192422103CGNXCOGNEX CORP$9,5440.03%265,268CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$9,5390.03%347,030CommonSOLE
013872106AAALCOA CORP$9,5240.03%179,221CommonSOLE
78440X887SLGSL GREEN RLTY CORP$9,4760.03%206,577CommonSOLE
049560105ATOATMOS ENERGY CORP$9,4020.03%56,093CommonSOLE
22052L104CTVACORTEVA INC$9,3710.03%139,795CommonSOLE
594972408MSTRSTRATEGY INC$9,2870.03%61,118CommonSOLE
146869102CVNACARVANA CO$9,2790.03%21,987CommonSOLE
806857108SLBSLB LIMITED$9,2730.03%241,599CommonSOLE
053332102AZOAUTOZONE INC$9,2660.03%2,732CommonSOLE
87612E106TGTTARGET CORP$9,2570.03%94,698CommonSOLE
18915M107NETCLOUDFLARE INC$9,2100.03%46,716CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$9,2040.03%144,444CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$9,1780.03%66,603CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9,1110.03%53,770CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9,0960.03%55,881CommonSOLE
64119V303NTSTNETSTREIT CORP$9,0560.03%513,365CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$8,9710.03%64,583CommonSOLE
229663109CUBECUBESMART$8,9620.03%248,608CommonSOLE
184496107CLHCLEAN HARBORS INC$8,9390.03%38,124CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$8,9250.03%288,469CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8,8940.03%30,296CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8,8840.03%43,721CommonSOLE
87612G101TRGPTARGA RES CORP$8,7580.03%47,471CommonSOLE
001055102AFLAFLAC INC$8,7430.03%79,284CommonSOLE
682189105ONON SEMICONDUCTOR CORP$8,7360.03%161,341CommonSOLE
722304102PDDPDD HOLDINGS INC$8,7170.03%76,875CommonSOLE
89400J107TRUTRANSUNION$8,5790.03%100,045CommonSOLE
554489104VREVERIS RESIDENTIAL INC$8,5720.03%576,043CommonSOLE
682680103OKEONEOK INC NEW$8,5610.03%116,471CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$8,4100.03%25,594CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$8,4100.03%55,945CommonSOLE
55354G100MSCIMSCI INC$8,4080.03%14,654CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$8,4030.03%26,690CommonSOLE
22160N109CSGPCOSTAR GROUP INC$8,3710.03%124,503CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8,2450.03%222,849CommonSOLE
37959E102GLGLOBE LIFE INC$8,2190.03%58,761CommonSOLE
25746U109DDOMINION ENERGY INC$8,0960.03%138,180CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$7,9440.03%35,126CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$7,9200.03%90,670CommonSOLE
761152107RMDRESMED INC$7,8950.03%32,776CommonSOLE
629377508NRGNRG ENERGY INC$7,8760.03%49,461CommonSOLE
336433107FSLRFIRST SOLAR INC$7,8060.02%29,881CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$7,8060.02%102,211CommonSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$7,7790.02%7,500,000CommonSOLE
H2906T109GRMNGARMIN LTD$7,7780.02%38,340CommonSOLE
871829107SYYSYSCO CORP$7,7680.02%105,414CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$7,7420.02%274,432CommonSOLE
929740108WABWABTEC$7,7410.02%36,265CommonSOLE
384802104GWWWW GRAINGER INC$7,7250.02%7,656CommonSOLE
G7S00T104PNRPENTAIR PLC$7,6770.02%73,720CommonSOLE
496902404KGCKINROSS GOLD CORP$7,6730.02%272,475CommonSOLE
465562106ITUBITAU UNIBANCO HLDG S A$7,6290.02%1,065,538CommonSOLE
26210CAD6DBX 0 03/01/28DROPBOX INC$7,5640.02%7,500,000CommonSOLE
988498101YUMYUM BRANDS INC$7,5140.02%49,672CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$7,5000.02%5,380CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$7,4430.02%7,500,000CommonSOLE
46982L108JJACOBS SOLUTIONS INC$7,3910.02%55,800CommonSOLE
744320102PRUPRUDENTIAL FINL INC$7,2810.02%64,506CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$7,2770.02%32,685CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$7,2660.02%80,808CommonSOLE
760759100RSGREPUBLIC SVCS INC$7,2080.02%34,009CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$7,1530.02%7,500,000CommonSOLE
049468101TEAMATLASSIAN CORPORATION$7,1240.02%43,936CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$7,1050.02%88,477CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$7,0210.02%95,355CommonSHARED
G3223R108EGEVEREST GROUP LTD$7,0090.02%20,654CommonSOLE
529043408LXPLXP INDUSTRIAL TRUST$6,9480.02%140,135CommonSOLE
92338C103VLTOVERALTO CORP$6,9190.02%69,344CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6,8740.02%69,206CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$6,8550.02%129,744CommonSOLE
81141R100SESEA LTD$6,7090.02%52,585CommonSOLE
92936U109WPCWP CAREY INC$6,6970.02%104,056CommonSOLE
29364G103ETRENTERGY CORP NEW$6,6880.02%72,360CommonSOLE
252131107DXCMDEXCOM INC$6,6750.02%100,574CommonSOLE
457669307INSMINSMED INC$6,6570.02%38,251CommonSOLE
92343E102VRSNVERISIGN INC$6,5310.02%26,881CommonSOLE
37954Y392HEROGLOBAL X FDS$6,5140.02%218,909CommonSOLE
303250104FICOFAIR ISAAC CORP$6,5090.02%3,850CommonSOLE
337738108FISVFISERV INC$6,4920.02%96,650CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$6,4370.02%67,109CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$6,3780.02%63,222CommonSOLE
G4705A100ICLRICON PLC$6,3770.02%34,994CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6,3740.02%50,636CommonSOLE
125896100CMSCMS ENERGY CORP$6,3340.02%90,574CommonSOLE
23331A109DHID R HORTON INC$6,3110.02%43,815CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$6,2870.02%36,233CommonSOLE
133131102CPTCAMDEN PPTY TR$6,2490.02%56,765CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$6,1600.02%383,093CommonSOLE
500754106KHCKRAFT HEINZ CO$6,0550.02%249,690CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$6,0250.02%134,827CommonSOLE
771049103RBLXROBLOX CORP$5,9540.02%73,477CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$5,9040.02%57,900CommonSOLE
896239100TRMBTRIMBLE INC$5,8900.02%75,176CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$5,8850.02%36,648CommonSOLE
052800109ALVAUTOLIV INC$5,8750.02%49,495CommonSHARED
857477103STTSTATE STR CORP$5,8730.02%45,526CommonSOLE
294429105EFXEQUIFAX INC$5,8530.02%26,975CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$5,8470.02%90,928CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$5,8460.02%28,002CommonSOLE
49177J102KVUEKENVUE INC$5,8190.02%337,334CommonSOLE
37950E416SOCLGLOBAL X FDS$5,7970.02%105,000CommonSOLE
852234103XYZBLOCK INC$5,7580.02%88,462CommonSOLE
G6683N103NUNU HLDGS LTD$5,7060.02%340,882CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$5,6620.02%98,481CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$5,6090.02%112,157CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$5,6010.02%10,967CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5,5900.02%84,113CommonSOLE
78463V107GLDSPDR GOLD TR$5,5880.02%14,100CommonSOLE
443573100HUBSHUBSPOT INC$5,5690.02%13,878CommonSOLE
98980G102ZSZSCALER INC$5,5660.02%24,747CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$5,5560.02%29,946CommonSOLE
023608102AEEAMEREN CORP$5,5520.02%55,599CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$5,5320.02%151,015CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5,5280.02%52,414CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$5,5250.02%34,182CommonSOLE
880770102TERTERADYNE INC$5,4740.02%28,281CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$5,4550.02%96,343CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$5,4390.02%32,767CommonSOLE
26884L109EQTEQT CORP$5,4220.02%101,155CommonSOLE
45784P101PODDINSULET CORP$5,4210.02%19,071CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5,3830.02%59,350CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5,3670.02%24,050CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$5,3340.02%21,252CommonSOLE
233051150USSGDBX ETF TR$5,3250.02%83,853CommonSOLE
143658300CCL1EURCARNIVAL CORP$5,2710.02%172,604CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$5,2600.02%39,878CommonSOLE
80004C200SNDKSANDISK CORP$5,2550.02%22,140CommonSOLE
233331107DTEDTE ENERGY CO$5,2520.02%40,723CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$5,2350.02%60,000PUTSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$5,1260.02%213,418CommonSOLE
G3265R107APTVAPTIV PLC$5,1260.02%67,378CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$5,1210.02%18,215CommonSHARED
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$5,1090.02%4,500,000CommonSOLE
922475108VEEVVEEVA SYS INC$5,1020.02%22,851CommonSOLE
55261F104MTBM & T BK CORP$5,0670.02%25,151CommonSOLE
260003108DOVDOVER CORP$5,0560.02%25,898CommonSOLE
09073M104TECHBIO-TECHNE CORP$5,0270.02%85,479CommonSOLE
15135B101CNCCENTENE CORP DEL$5,0070.02%121,679CommonSOLE
316773100FITBFIFTH THIRD BANCORP$5,0000.02%106,812CommonSOLE
046353108AZNNASTRAZENECA PLC$4,9700.02%54,060CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$4,9460.02%59,280CommonSOLE
464288513HYGISHARES TR$4,8980.02%60,750CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$4,8870.02%152,242CommonSOLE
90384S303ULTAULTA BEAUTY INC$4,8830.02%8,071CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4,8570.02%118,109CommonSOLE
941848103WATWATERS CORP$4,8330.02%12,723CommonSOLE
Y2573F102FLEXFLEX LTD$4,8170.02%79,733CommonSOLE
64110D104NTAPNETAPP INC$4,8150.02%44,966CommonSOLE
G8473T100STESTERIS PLC$4,7790.02%18,850CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$4,7630.02%2,219CommonSOLE
256677105DGDOLLAR GEN CORP NEW$4,7390.02%35,691CommonSOLE
37954Y137HEALGLOBAL X FDS$4,7230.02%161,666CommonSOLE
00766T100ACMAECOM$4,7190.02%49,500CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$4,7070.02%30,265CommonSOLE
256746108DLTRDOLLAR TREE INC$4,6740.01%37,993CommonSOLE
29786AAL0ETSY 0.125 09/01/27ETSY INC$4,6370.01%5,000,000CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$4,6370.01%42,013CommonSOLE
09062X103BIIBBIOGEN INC$4,6240.01%26,277CommonSOLE
172062101CINFCINCINNATI FINL CORP$4,5920.01%28,115CommonSOLE
380237107GDDYGODADDY INC$4,5850.01%36,958CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$4,5840.01%400,000PUTSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$4,5800.01%54,690CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4,5790.01%23,556CommonSOLE
30040W108ESEVERSOURCE ENERGY$4,5550.01%67,649CommonSOLE
521865204LEALEAR CORP$4,5510.01%39,716CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$4,5480.01%16,528CommonSOLE
46140H106DBAINVESCO DB MULTI-SECTOR COMM$4,5320.01%177,600CommonSOLE
018802108LNTALLIANT ENERGY CORP$4,4800.01%68,909CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4,4600.01%116,325CommonSOLE
50212V100LPLALPL FINL HLDGS INC$4,4550.01%12,473CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$4,4370.01%50,755CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$4,4220.01%254,847CommonSOLE
247361702DALDELTA AIR LINES INC DEL$4,4110.01%63,558CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$4,3790.01%9,112CommonSOLE
427866108HSYHERSHEY CO$4,3500.01%23,901CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$4,3140.01%22,304CommonSOLE
876030107TPRTAPESTRY INC$4,2710.01%33,425CommonSOLE
693506107PPGPPG INDS INC$4,2650.01%41,625CommonSOLE
084423102WRBBERKLEY W R CORP$4,2540.01%60,658CommonSOLE
N3168P101FERFERROVIAL SE$4,2500.01%65,776CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$4,2500.01%21,866CommonSOLE
665859104NTRSNORTHERN TR CORP$4,2070.01%30,798CommonSOLE

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.