MondegarAI
MUFG Securities EMEA plc

Q2 2025 · 13F-HR/A

MUFG Securities EMEA plcholdings as filed

Filed 2025-08-15 · accession 0001597694-25-000042

$79.3M
Reported value
441
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K107GOOGAlphabet Inc$2.5M3.10%13,873CommonSOLE
532457108LLYEli Lilly & Co$1.8M2.29%2,324CommonSOLE
64110L106NFLXNetflix Inc$1.7M2.12%1,258CommonSOLE
30231G102XOMExxon Mobil Corp$1.4M1.73%12,736CommonSOLE
931142103WMTWalmart Inc$1.2M1.57%12,767CommonSOLE
742718109PGProcter & Gamble Co/The$1.1M1.39%6,928CommonSOLE
478160104JNJJohnson & Johnson$1.1M1.37%7,110CommonSOLE
68389X105ORCLOracle Corp$1.1M1.33%4,806CommonSOLE
00287Y109ABBVAbbVie Inc$968,9361.22%5,220CommonSOLE
69608A108PLTRPalantir Technologies Inc$856,9081.08%6,286CommonSOLE
91324P102UNHUnitedHealth Group Inc$836,3921.05%2,681CommonSOLE
369604301GEGeneral Electric Co$811,0361.02%3,151CommonSOLE
191216100KOCoca-Cola Co/The$809,8051.02%11,446CommonSOLE
459200101IBMIBM$809,4661.02%2,746CommonSOLE
79466L302CRMSalesforce Inc$773,0760.98%2,835CommonSOLE
949746101WMT2Wells Fargo & Co$770,4340.97%9,616CommonSOLE
002824100ABTAbbott Laboratories$699,2270.88%5,141CommonSOLE
166764100CVXChevron Corp$687,1690.87%4,799CommonSOLE
007903107AMDAdvanced Micro Devices Inc$679,8430.86%4,791CommonSOLE
254687106DISWalt Disney Co/The$658,7410.83%5,312CommonSOLE
G54950103LINLinde PLC$652,6290.82%1,391CommonSOLE
38141G104GSGoldman Sachs Group Inc/The$641,9290.81%907CommonSOLE
81762P102NOWServiceNow Inc$629,1850.79%612CommonSOLE
58933Y105MRKMerck & Co Inc$587,3670.74%7,420CommonSOLE
90353T100UBERUber Technologies Inc$576,5010.73%6,179CommonSOLE
75513E101RTXRTX Corp$576,4870.73%3,948CommonSOLE
46120E602ISRGIntuitive Surgical Inc$575,4710.73%1,059CommonSOLE
882508104TXNTexas Instruments Inc$556,8370.70%2,682CommonSOLE
09857L108BKNGBooking Holdings Inc$555,7670.70%96CommonSOLE
G1151C101ACNAccenture PLC$552,9470.70%1,850CommonSOLE
149123101CATCaterpillar Inc$539,6120.68%1,390CommonSOLE
92343V104VZVerizon Communications Inc$539,0580.68%12,458CommonSOLE
713448108PEPPepsiCo Inc$534,8940.67%4,051CommonSOLE
025816109AXPAmerican Express Co$521,5320.66%1,635CommonSOLE
00724F101ADBEAdobe Inc$487,0820.61%1,259CommonSOLE
172967424CCitigroup Inc$470,7140.59%5,530CommonSOLE
101137107BSXBoston Scientific Corp$469,5970.59%4,372CommonSOLE
097023105BABoeing Co/The$466,8330.59%2,228CommonSOLE
808513105SCHWCharles Schwab Corp/The$460,4880.58%5,047CommonSOLE
883556102TMOThermo Fisher Scientific Inc$452,0880.57%1,115CommonSOLE
09290D101BLKBlackrock Inc$450,1280.57%429CommonSOLE
031162100AMGNAmgen Inc$443,6650.56%1,589CommonSOLE
36828A101GEVGE Vernova Inc$427,0240.54%807CommonSOLE
65339F101NEENextEra Energy Inc$422,2820.53%6,083CommonSOLE
G29183103ETNEaton Corp PLC$412,6800.52%1,156CommonSOLE
872540109TJXTJX Cos Inc/The$407,3940.51%3,299CommonSOLE
717081103PFEPfizer Inc$407,2320.51%16,800CommonSOLE
375558103GILDGilead Sciences Inc$407,1150.51%3,672CommonSOLE
595112103MUMicron Technology Inc$406,9720.51%3,302CommonSOLE
863667101SYKStryker Corp$401,9600.51%1,016CommonSOLE
697435105PANWPalo Alto Networks Inc$399,2530.50%1,951CommonSOLE
244199105DEDeere & Co$379,3340.48%746CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$374,8520.47%736CommonSOLE
512807306LRCXLam Research Corp$368,1400.46%3,782CommonSOLE
548661107LOWLowe's Cos Inc$366,9730.46%1,654CommonSOLE
482480100KLACKLA Corp$350,2340.44%391CommonSOLE
032654105ADIAnalog Devices Inc$347,9850.44%1,462CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$337,0160.43%757CommonSOLE
872590104TMUST-Mobile US Inc$336,6610.42%1,413CommonSOLE
20825C104COPConocoPhillips$334,7300.42%3,730CommonSOLE
G5960L103MDTMedtronic PLC$330,3740.42%3,790CommonSOLE
09260D107BXBlackstone Inc$322,4940.41%2,156CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$318,3400.40%1,456CommonSOLE
040413205ANETArista Networks Inc$311,3290.39%3,043CommonSOLE
855244109SBUXStarbucks Corp$307,6940.39%3,358CommonSOLE
03027X100AMTAmerican Tower Corp$305,6710.39%1,383CommonSOLE
21037T109CEGConstellation Energy Corp$298,8760.38%926CommonSOLE
842587107SOSouthern Co/The$298,2640.38%3,248CommonSOLE
02209S103MOAltria Group Inc$292,7400.37%4,993CommonSOLE
12572Q105CMECME Group Inc$292,7080.37%1,062CommonSOLE
G8994E103TTTrane Technologies PLC$289,1280.36%661CommonSOLE
458140100INTCIntel Corp$288,7140.36%12,889CommonSOLE
74340W103PLDPrologis Inc$288,2390.36%2,742CommonSOLE
337738108FISVFiserv Inc$282,4080.36%1,638CommonSOLE
95040Q104WELLWelltower Inc$282,2480.36%1,836CommonSOLE
110122108BMYBristol-Myers Squibb Co$278,3880.35%6,014CommonSOLE
26441C204DUKDuke Energy Corp$271,0460.34%2,297CommonSOLE
58155Q103MCKMcKesson Corp$270,3960.34%369CommonSOLE
48251W104KKRKKR & Co Inc$266,0600.34%2,000CommonSOLE
701094104PHParker-Hannifin Corp$264,7200.33%379CommonSOLE
125523100CICigna Group/The$260,8280.33%789CommonSOLE
036752103ELVElevance Health Inc$259,8250.33%668CommonSOLE
609207105MDLZMondelez International Inc$258,0250.33%3,826CommonSOLE
126650100CVSCVS Health Corp$257,8470.33%3,738CommonSOLE
893641100TDGTransDigm Group Inc$252,4260.32%166CommonSOLE
25809K105DASHDoorDash Inc$249,7150.31%1,013CommonSOLE
127387108CDNSCadence Design Systems Inc$248,9850.31%808CommonSOLE
654106103NKENIKE Inc$247,2190.31%3,480CommonSOLE
363576109AJGArthur J Gallagher & Co$242,3310.31%757CommonSOLE
88579Y101MMM3M Co$242,0620.31%1,590CommonSOLE
824348106SHWSherwin-Williams Co/The$234,5150.30%683CommonSOLE
871607107SNPSSynopsys Inc$233,2690.29%455CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$231,0970.29%738CommonSOLE
29444U700EQIXEquinix Inc$229,8910.29%289CommonSOLE
615369105MCOMoody's Corp$228,7250.29%456CommonSOLE
G0403H108AONAon PLC$227,2560.29%637CommonSOLE
172908105CTASCintas Corp$225,3220.28%1,011CommonSOLE
169656105CMGChipotle Mexican Grill Inc$224,2070.28%3,993CommonSOLE
443201108HWMHowmet Aerospace Inc$222,0530.28%1,193CommonSOLE
291011104EMREmerson Electric Co$221,4610.28%1,661CommonSOLE
19260Q107COINCoinbase Global Inc$219,0560.28%625CommonSOLE
911312106UPSUnited Parcel Service Inc$218,8380.28%2,168CommonSOLE
693475105PNCPNC Financial Services Group I$217,3660.27%1,166CommonSOLE
194162103CLColgate-Palmolive Co$217,3420.27%2,391CommonSOLE
902973304USBUS Bancorp$208,3310.26%4,604CommonSOLE
98978V103ZTSZoetis Inc$205,6980.26%1,319CommonSOLE
G51502105JCIJohnson Controls International$205,4310.26%1,945CommonSOLE
278865100ECLEcolab Inc$201,0020.25%746CommonSOLE
666807102NOCNorthrop Grumman Corp$200,4920.25%401CommonSOLE
34959E109FTNTFortinet Inc$198,1190.25%1,874CommonSOLE
40412C101HCAHCA Healthcare Inc$196,1470.25%512CommonSOLE
052769106ADSKAutodesk Inc$195,9580.25%633CommonSOLE
452308109ITWIllinois Tool Works Inc$194,5860.25%787CommonSOLE
92840M102VSTVistra Corp$194,1980.24%1,002CommonSOLE
26875P101EOGEOG Resources Inc$192,9310.24%1,613CommonSOLE
064058100BKBank of New York Mellon Corp/T$192,6070.24%2,114CommonSOLE
651639106NEMNewmont Corp$191,6170.24%3,289CommonSOLE
03769M106APOApollo Global Management Inc$189,2550.24%1,334CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$186,9710.24%702CommonSOLE
009158106APDAir Products and Chemicals Inc$184,7490.23%655CommonSOLE
571903202MARMarriott International Inc/MD$184,1440.23%674CommonSOLE
35671D857FCXFreeport-McMoRan Inc$183,5440.23%4,234CommonSOLE
053332102AZOAutoZone Inc$181,8990.23%49CommonSOLE
05464C101AXONAxon Enterprise Inc$181,3190.23%219CommonSOLE
776696106ROPRoper Technologies Inc$180,2550.23%318CommonSOLE
89417E109TRVTravelers Cos Inc/The$178,7170.23%668CommonSOLE
14448C104CARRCarrier Global Corp$172,4360.22%2,356CommonSOLE
009066101ABNBAirbnb Inc$168,7340.21%1,275CommonSOLE
49456B101KMIKinder Morgan Inc$167,4330.21%5,695CommonSOLE
89832Q109TFCTruist Financial Corp$166,6720.21%3,877CommonSOLE
74762E102QUREQuanta Services Inc$165,5990.21%438CommonSOLE
N6596X109NXPINXP Semiconductors NV$163,6490.21%749CommonSOLE
025537101AEPAmerican Electric Power Co Inc$163,0070.21%1,571CommonSOLE
253868103DLRDigital Realty Trust Inc$162,4760.20%932CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$161,1750.20%307CommonSOLE
020002101ALLAllstate Corp/The$157,2230.20%781CommonSOLE
756109104ORealty Income Corp$153,7610.19%2,669CommonSOLE
98138H101WDAYWorkday Inc$153,6000.19%640CommonSOLE
03073E105CORCencora Inc$152,3240.19%508CommonSOLE
001055102AFLAflac Inc$151,6510.19%1,438CommonSOLE
56585A102MPCMarathon Petroleum Corp$150,8280.19%908CommonSOLE
682680103OKEONEOK Inc$150,6890.19%1,846CommonSOLE
22052L104CTVACorteva Inc$150,5510.19%2,020CommonSOLE
03076C106AMPAmeriprise Financial Inc$149,9780.19%281CommonSOLE
31428X106FDXFedEx Corp$148,4330.19%653CommonSOLE
G87052109TELTE Connectivity PLC$148,2610.19%879CommonSOLE
760759100RSGRepublic Services Inc$147,4730.19%598CommonSOLE
693718108PCARPACCAR Inc$146,8680.19%1,545CommonSOLE
816851109SRESempra$146,0090.18%1,927CommonSOLE
026874784AIGAmerican International Group I$145,7600.18%1,703CommonSOLE
075887109BDXBecton Dickinson & Co$145,7240.18%846CommonSOLE
828806109SPGSimon Property Group Inc$145,3270.18%904CommonSOLE
911363109URIUnited Rentals Inc$144,6530.18%192CommonSOLE
718546104PSXPhillips 66$143,6370.18%1,204CommonSOLE
25746U109DDominion Energy Inc$142,4300.18%2,520CommonSOLE
311900104FASTFastenal Co$141,9180.18%3,379CommonSOLE
37045V100GMGeneral Motors Co$139,8060.18%2,841CommonSOLE
502431109LHXL3Harris Technologies Inc$139,2160.18%555CommonSOLE
704326107PAYXPaychex Inc$137,3140.17%944CommonSOLE
74460D109PSAPublic Storage$136,1470.17%464CommonSOLE
28176E108EWEdwards Lifesciences Corp$135,9290.17%1,738CommonSOLE
806857108SLBSchlumberger NV$135,8420.17%4,019CommonSOLE
384802104GWWWW Grainger Inc$134,1910.17%129CommonSOLE
59156R108METMetLife Inc$133,9800.17%1,666CommonSOLE
87612E106TGTTarget Corp$133,1780.17%1,350CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$132,2730.17%4,001CommonSOLE
55354G100MSCIMSCI Inc$132,0730.17%229CommonSOLE
303250104FICOFair Isaac Corp$131,6130.17%72CommonSOLE
22822V101CCICrown Castle Inc$131,4940.17%1,280CommonSOLE
501044101KRKroger Co/The$129,8310.16%1,810CommonSOLE
92345Y106VRSKVerisk Analytics Inc$129,5840.16%416CommonSOLE
61174X109MNSTMonster Beverage Corp$129,2260.16%2,063CommonSOLE
30161N101EXCExelon Corp$128,5670.16%2,961CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$127,6490.16%238CommonSOLE
31620M106FISFidelity National Information$127,0810.16%1,561CommonSOLE
217204106CPRTCopart Inc$126,7480.16%2,583CommonSOLE
494368103KMBKimberly-Clark Corp$125,9550.16%977CommonSOLE
91913Y100VLOValero Energy Corp$125,4140.16%933CommonSOLE
345370860FFord Motor Co$124,4280.16%11,468CommonSOLE
778296103ROSTRoss Stores Inc$124,0080.16%972CommonSOLE
744573106PEGPublic Service Enterprise Grou$123,5760.16%1,468CommonSOLE
031100100AMEAMETEK Inc$123,2340.16%681CommonSOLE
12504L109CBRECBRE Group Inc$122,0450.15%871CommonSOLE
988498101YUMYum! Brands Inc$121,8040.15%822CommonSOLE
874054109TTWOTake-Two Interactive Software$121,1820.15%499CommonSOLE
219350105GLWCorning Inc$119,4320.15%2,271CommonSOLE
14149Y108CAHCardinal Health Inc$118,4400.15%705CommonSOLE
16119P108CHTRCharter Communications Inc$116,1020.15%284CommonSOLE
68902V107OTISOtis Worldwide Corp$115,6550.15%1,168CommonSOLE
98389B100XELXcel Energy Inc$115,2250.15%1,692CommonSOLE
192446102CTSHCognizant Technology Solutions$113,6900.14%1,457CommonSOLE
744320102PRUPrudential Financial Inc$112,0600.14%1,043CommonSOLE
05722G100BKRBaker Hughes Co$111,8380.14%2,917CommonSOLE
761152107RMDResMed Inc$111,7140.14%433CommonSOLE
595017104MCHPMicrochip Technology Inc$111,4660.14%1,584CommonSOLE
773903109ROKRockwell Automation Inc$110,6130.14%333CommonSOLE
29364G103ETREntergy Corp$109,6350.14%1,319CommonSOLE
871829107SYYSysco Corp$109,1410.14%1,441CommonSOLE
631103108NDAQNasdaq Inc$109,0030.14%1,219CommonSOLE
285512109EAElectronic Arts Inc$107,6380.14%674CommonSOLE
416515104HIGHartford Insurance Group Inc/T$107,4590.14%847CommonSOLE
209115104EDConsolidated Edison Inc$106,8730.13%1,065CommonSOLE
23331A109DHIDR Horton Inc$105,3280.13%817CommonSOLE
929740108WABWestinghouse Air Brake Technol$105,3030.13%503CommonSOLE
609839105MPWRMonolithic Power Systems Inc$103,1250.13%141CommonSOLE
26884L109EQTEQT Corp$102,5270.13%1,758CommonSOLE
929160109VMCVulcan Materials Co$101,4590.13%389CommonSOLE
278642103EBAYeBay Inc$101,4150.13%1,362CommonSOLE
925652109VICIVICI Properties Inc$101,2560.13%3,106CommonSOLE
G0450A105ACGLArch Capital Group Ltd$100,5190.13%1,104CommonSOLE
252131107DXCMDexcom Inc$100,4710.13%1,151CommonSOLE
22160N109CSGPCoStar Group Inc$99,8570.13%1,242CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$99,7720.13%1,347CommonSOLE
00846U101AAgilent Technologies Inc$99,1280.13%840CommonSOLE
45687V106IRIngersoll Rand Inc$98,7350.12%1,187CommonSOLE
573284106MLMMartin Marietta Materials Inc$97,7150.12%178CommonSOLE
92939U106WECWEC Energy Group Inc$97,5310.12%936CommonSOLE
247361702DALDelta Air Lines Inc$94,8680.12%1,929CommonSOLE
294429105EFXEquifax Inc$94,6700.12%365CommonSOLE
H2906T109GRMNGarmin Ltd$94,5500.12%453CommonSOLE
629377508NRGNRG Energy Inc$92,8150.12%578CommonSOLE
98419M100XYLXylem Inc/NY$92,6220.12%716CommonSOLE
30225T102EXRExtra Space Storage Inc$92,1500.12%625CommonSOLE
55261F104MTBM&T Bank Corp$91,9510.12%474CommonSOLE
115236101BROBrown & Brown Inc$91,8000.12%828CommonSOLE
366651107ITGartner Inc$91,3540.12%226CommonSOLE
857477103STTState Street Corp$90,3890.11%850CommonSOLE
G96629103WTWWillis Towers Watson PLC$90,1110.11%294CommonSOLE
69331C108PCGPG&E Corp$90,0800.11%6,462CommonSOLE
G7997R103STXSeagate Technology Holdings PL$90,0620.11%624CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$89,9140.11%554CommonSOLE
46284V101IRMIron Mountain Inc$88,7230.11%865CommonSOLE
670346105NUENucor Corp$88,3460.11%682CommonSOLE
674599105OXYOccidental Petroleum Corp$87,9690.11%2,094CommonSOLE
143658300CCL1EURCarnival Corp$86,8060.11%3,087CommonSOLE
444859102HUMHumana Inc$86,7900.11%355CommonSOLE
053484101AVBAvalonBay Communities Inc$85,2670.11%419CommonSOLE
26614N102DDDuPont de Nemours Inc$84,5030.11%1,232CommonSOLE
92276F100VTRVentas Inc$84,2420.11%1,334CommonSOLE
370334104GISGeneral Mills Inc$84,1390.11%1,624CommonSOLE
11133T103BRBroadridge Financial Solutions$83,8450.11%345CommonSOLE
49338L103KEYSKeysight Technologies Inc$83,4050.11%509CommonSOLE
754730109RJFRaymond James Financial Inc$83,2800.11%543CommonSOLE
892356106TSCOTractor Supply Co$83,0600.10%1,574CommonSOLE
316773100FITBFifth Third Bancorp$81,1490.10%1,973CommonSOLE
233331107DTEDTE Energy Co$80,9330.10%611CommonSOLE
030420103AWKAmerican Water Works Co Inc$79,8490.10%574CommonSOLE
15135B101CNCCentene Corp$79,3030.10%1,461CommonSOLE
550021109LULULululemon Athletica Inc$78,4010.10%330CommonSOLE
910047109UALUnited Airlines Holdings Inc$77,1610.10%969CommonSOLE
46266C105IQVIQVIA Holdings Inc$76,5890.10%486CommonSOLE
023608102AEEAmeren Corp$76,3520.10%795CommonSOLE
693506107PPGPPG Industries Inc$76,3260.10%671CommonSOLE
526057104LENLennar Corp$76,1000.10%688CommonSOLE
25278X109FANGDiamondback Energy Inc$75,7070.10%551CommonSOLE
934423104WBDWarner Bros Discovery Inc$75,3720.10%6,577CommonSOLE
237194105DRIDarden Restaurants Inc$75,2000.09%345CommonSOLE
87165B103SYFSynchrony Financial$75,0830.09%1,125CommonSOLE
380237107GDDYGoDaddy Inc$74,9050.09%416CommonSOLE
902252105TYLTyler Technologies Inc$74,6980.09%126CommonSOLE
21036P108STZConstellation Brands Inc$74,5070.09%458CommonSOLE
78410G104SBACSBA Communications Corp$74,4440.09%317CommonSOLE
039483102ADMArcher-Daniels-Midland Co$74,4200.09%1,410CommonSOLE
86800U302SMCISuper Micro Computer Inc$74,3480.09%1,517CommonSOLE
256677105DGDollar General Corp$74,1180.09%648CommonSOLE
260003108DOVDover Corp$74,0250.09%404CommonSOLE
69351T106PPLPPL Corp$73,7110.09%2,175CommonSOLE
92338C103VLTOVeralto Corp$73,5930.09%729CommonSOLE
665859104NTRSNorthern Trust Corp$73,1580.09%577CommonSOLE
460146103IPInternational Paper Co$72,7270.09%1,553CommonSOLE
427866108HSYHershey Co/The$72,1880.09%435CommonSOLE
049560105ATOAtmos Energy Corp$72,1230.09%468CommonSOLE
12503M108CBOECboe Global Markets Inc$71,8290.09%308CommonSOLE
446150104HBANHuntington Bancshares Inc/OH$71,7830.09%4,283CommonSOLE
592688105MTDMettler-Toledo International I$71,6580.09%61CommonSOLE
15189T107CNPCenterPoint Energy Inc$70,5410.09%1,920CommonSOLE
879360105TDYTeledyne Technologies Inc$70,1860.09%137CommonSOLE
12514G108CDWCDW Corp/DE$70,1860.09%393CommonSOLE
538034109LYVLive Nation Entertainment Inc$69,8910.09%462CommonSOLE
171340102CHDChurch & Dwight Co Inc$69,6800.09%725CommonSOLE
G8473T100STESTERIS PLC$69,4240.09%289CommonSOLE
92343E102VRSNVeriSign Inc$69,3120.09%240CommonSOLE
466313103JBLJabil Inc$69,1380.09%317CommonSOLE
30040W108ESEversource Energy$68,7730.09%1,081CommonSOLE
172062101CINFCincinnati Financial Corp$68,6520.09%461CommonSOLE
219948106CPAYCorpay Inc$68,0230.09%205CommonSOLE
29476L107EQREquity Residential$67,9620.09%1,007CommonSOLE
40434L105HPQHP Inc$67,5830.09%2,763CommonSOLE
62944T105NVRNVR Inc$66,4710.08%9CommonSOLE
500754106KHCKraft Heinz Co/The$66,3570.08%2,570CommonSOLE
958102105WDCWestern Digital Corp$65,5900.08%1,025CommonSOLE
682189105ONON Semiconductor Corp$65,0930.08%1,242CommonSOLE
45784P101PODDInsulet Corp$65,0350.08%207CommonSOLE
084423102WRBW R Berkley Corp$65,0210.08%885CommonSOLE
504922105LHLabcorp Holdings Inc$64,5770.08%246CommonSOLE
443510607HUBBHubbell Inc$64,5290.08%158CommonSOLE
64110D104NTAPNetApp Inc$63,8230.08%599CommonSOLE
74144T108TROWT Rowe Price Group Inc$63,3040.08%656CommonSOLE
7591EP100RFRegions Financial Corp$62,9870.08%2,678CommonSOLE
G8267P108SWSmurfit WestRock PLC$62,8700.08%1,457CommonSOLE
745867101PHMPulteGroup Inc$62,8540.08%596CommonSOLE
90384S303ULTAUlta Beauty Inc$62,2200.08%133CommonSOLE
G0250X107AMCRAmcor PLC$61,8580.08%6,731CommonSOLE
30212P303EXPEExpedia Group Inc$61,2310.08%363CommonSOLE
941848103WATWaters Corp$61,0820.08%175CommonSOLE
69370C100PTCPTC Inc$61,0080.08%354CommonSOLE
125896100CMSCMS Energy Corp$60,9660.08%880CommonSOLE
525327102LDOSLeidos Holdings Inc$60,8950.08%386CommonSOLE
337932107FEFirstEnergy Corp$60,8330.08%1,511CommonSOLE
25179M103DVNDevon Energy Corp$60,3440.08%1,897CommonSOLE
969904101WSMWilliams-Sonoma Inc$59,3030.07%363CommonSOLE
88262P102TPLTexas Pacific Land Corp$59,1580.07%56CommonSOLE
281020107EIXEdison International$58,8760.07%1,141CommonSOLE
74834L100DGXQuest Diagnostics Inc$58,7390.07%327CommonSOLE
37940X102GPNGlobal Payments Inc$58,3490.07%729CommonSOLE
256746108DLTRDollar Tree Inc$57,8390.07%584CommonSOLE
174610105CFGCitizens Financial Group Inc$57,6380.07%1,288CommonSOLE
127097103CTRACoterra Energy Inc$57,2320.07%2,255CommonSOLE
579780206MKCMcCormick & Co Inc/MD$56,4100.07%744CommonSOLE
65473P105NINiSource Inc$55,8310.07%1,384CommonSOLE
459506101IFFIFF$55,3830.07%753CommonSOLE
46187W107INVHInvitation Homes Inc$55,0380.07%1,678CommonSOLE
962166104WYWeyerhaeuser Co$54,9250.07%2,138CommonSOLE
260557103DOWDow Inc$54,9200.07%2,074CommonSOLE
844741108LUVSouthwest Airlines Co$54,6290.07%1,684CommonSOLE
09062X103BIIBBiogen Inc$54,1290.07%431CommonSOLE
526107107LIILennox International Inc$53,8850.07%94CommonSOLE
896239100TRMBTrimble Inc$53,5660.07%705CommonSOLE
876030107TPRTapestry Inc$53,5640.07%610CommonSOLE
297178105ESSEssex Property Trust Inc$53,5630.07%189CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$53,4490.07%586CommonSOLE
858119100STLDSteel Dynamics Inc$52,2280.07%408CommonSOLE
336433107FSLRFirst Solar Inc$52,1450.07%315CommonSOLE
406216101HALHalliburton Co$52,1120.07%2,557CommonSOLE
493267108KEYKeyCorp$51,1280.06%2,935CommonSOLE
59522J103MAAMid-America Apartment Communit$50,9150.06%344CommonSOLE
303075105FDSFactSet Research Systems Inc$50,0950.06%112CommonSOLE
315616102FFIVF5 Inc$50,0340.06%170CommonSOLE
G7S00T104PNRPentair PLC$49,9950.06%487CommonSOLE
695156109PKGPackaging Corp of America$49,5620.06%263CommonSOLE
74251V102PFGPrincipal Financial Group Inc$49,2470.06%620CommonSOLE
833034101SNASnap-on Inc$47,9220.06%154CommonSOLE
60855R100MOHMolina Healthcare Inc$47,6640.06%160CommonSOLE
540424108LLoews Corp$47,6630.06%520CommonSOLE
902494103TSNTyson Foods Inc$47,1570.06%843CommonSOLE
302130109EXPDExpeditors International of Wa$47,0710.06%412CommonSOLE
668771108GENGen Digital Inc$46,9810.06%1,598CommonSOLE
30034W106EVRGEvergy Inc$46,7350.06%678CommonSOLE
775711104ROLRollins Inc$46,6590.06%827CommonSOLE
955306105WSTWest Pharmaceutical Services I$46,6040.06%213CommonSOLE
243537107DECKDeckers Outdoor Corp$46,0720.06%447CommonSOLE
058498106BALLBall Corp$45,9940.06%820CommonSOLE
25754A201DPZDomino's Pizza Inc$45,9610.06%102CommonSOLE
018802108LNTAlliant Energy Corp$45,7150.06%756CommonSOLE
071813109BAXBaxter International Inc$45,5410.06%1,504CommonSOLE
N53745100LYBLyondellBasell Industries NV$44,2050.06%764CommonSOLE
125269100CFCF Industries Holdings Inc$44,0680.06%479CommonSOLE
517834107LVSLas Vegas Sands Corp$44,0320.06%1,012CommonSOLE
G3265R107APTVAptiv PLC$43,8650.06%643CommonSOLE
189054109CLXClorox Co/The$43,5850.05%363CommonSOLE
883203101TXTTextron Inc$43,1960.05%538CommonSOLE
880770102TERTeradyne Inc$43,1620.05%480CommonSOLE
G3223R108EGEverest Group Ltd$43,1610.05%127CommonSOLE
436440101HO1Hologic Inc$43,0710.05%661CommonSOLE
49446R109KIMKimco Realty Corp$42,0820.05%2,002CommonSOLE
216648501COOCooper Cos Inc/The$41,8420.05%588CommonSOLE
681919106OMCOmnicom Group Inc$41,6530.05%579CommonSOLE
053611109AVYAvery Dennison Corp$40,5340.05%231CommonSOLE
574599106MASMasco Corp$40,2250.05%625CommonSOLE
45167R104IEXIDEX Corp$39,1520.05%223CommonSOLE
426281101JKHYJack Henry & Associates Inc$38,7370.05%215CommonSOLE
086516101BBYBest Buy Co Inc$38,4650.05%573CommonSOLE
12008R107BLDRBuilders FirstSource Inc$38,1580.05%327CommonSOLE
016255101ALGNAlign Technology Inc$38,0550.05%201CommonSOLE
G0176J109ALLEAllegion plc$36,8950.05%256CommonSOLE
902653104UDRUDR Inc$36,2160.05%887CommonSOLE
42250P103DOCHealthpeak Properties Inc$36,0880.05%2,061CommonSOLE
35137L105FOXAFox Corp$35,9780.05%642CommonSOLE
87256C101TKOTKO Group Holdings Inc$35,6620.04%196CommonSOLE
133131102CPTCamden Property Trust$35,3850.04%314CommonSOLE
00971T101AKAMAkamai Technologies Inc$35,3340.04%443CommonSOLE
655663102NDSNNordson Corp$34,2990.04%160CommonSOLE
758849103REGRegency Centers Corp$34,2620.04%481CommonSOLE
61945C103MOSMosaic Co/The$34,1450.04%936CommonSOLE
714046109RVTYRevvity Inc$33,6590.04%348CommonSOLE
445658107JBHTJB Hunt Transport Services Inc$33,6020.04%234CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$33,5830.04%350CommonSOLE
70432V102PAYCPaycom Software Inc$33,3220.04%144CommonSOLE
83088M102SWKSSkyworks Solutions Inc$33,0870.04%444CommonSOLE
015271109AREAlexandria Real Estate Equitie$32,9740.04%454CommonSOLE
73278L105POOLPool Corp$32,6460.04%112CommonSOLE
45337C102INCYIncyte Corp$32,2110.04%473CommonSOLE
751212101RLRalph Lauren Corp$32,0910.04%117CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$31,6260.04%2,059CommonSOLE
723484101PNWPinnacle West Capital Corp$31,5830.04%353CommonSOLE
H11356104BGBunge Global SA$31,5500.04%393CommonSOLE
92556V106VTRSViatris Inc$31,3980.04%3,516CommonSOLE
913903100UHSUniversal Health Services Inc$31,3390.04%173CommonSOLE
83444M101SOLVSolventum Corp$30,8670.04%407CommonSOLE
832696405SJMJ M Smucker Co/The$30,8350.04%314CommonSOLE
854502101SWKStanley Black & Decker Inc$30,7590.04%454CommonSOLE
37959E102GLGlobe Life Inc$30,7000.04%247CommonSOLE
143130102KMXCarMax Inc$30,4460.04%453CommonSOLE
29414B104EPAMEPAM Systems Inc$29,5290.04%167CommonSOLE
101121101BXPBXP Inc$28,9450.04%429CommonSOLE
205887102CAGConagra Brands Inc$28,7810.04%1,406CommonSOLE
418056107HASHasbro Inc$28,4950.04%386CommonSOLE
501889208LKQLKQ Corp$28,3500.04%766CommonSOLE
60770K107MRNAModerna Inc$27,5350.03%998CommonSOLE
806407102HSICHenry Schein Inc$26,8090.03%367CommonSOLE
G66721104NCLHNorwegian Cruise Line Holdings$26,2630.03%1,295CommonSOLE
440452100HRLHormel Foods Corp$25,9240.03%857CommonSOLE
15677J108DAYDayforce Inc$25,9230.03%468CommonSOLE
29530P102ERIEErie Indemnity Co$25,3160.03%73CommonSOLE
277432100EMNEastman Chemical Co$25,3100.03%339CommonSOLE
368736104GNRCGenerac Holdings Inc$25,2050.03%176CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$24,7910.03%111CommonSOLE
983134107WYNNWynn Resorts Ltd$24,7290.03%264CommonSOLE
60871R209TAPMolson Coors Beverage Co$24,3820.03%507CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$24,2570.03%2,113CommonSOLE
09073M104TECHBio-Techne Corp$23,9760.03%466CommonSOLE
159864107CRLCharles River Laboratories Int$22,9110.03%151CommonSOLE
57667L107MTCHMatch Group Inc$22,8590.03%740CommonSOLE
831865209AOSA O Smith Corp$22,8180.03%348CommonSOLE
00130H105AESAES Corp/The$22,0390.03%2,095CommonSOLE
513272104LWLamb Weston Holdings Inc$21,7770.03%420CommonSOLE
354613101BENFranklin Resources Inc$21,7750.03%913CommonSOLE
012653101ALBAlbemarle Corp$21,6840.03%346CommonSOLE
313745101FRTFederal Realty Investment Trus$21,5630.03%227CommonSOLE
552953101MGMMGM Resorts International$21,0120.03%611CommonSOLE
G491BT108IVZInvesco Ltd$20,8160.03%1,320CommonSOLE
03743Q108APAAPA Corp$19,9360.03%1,090CommonSOLE
23918K108DVADaVita Inc$18,5190.02%130CommonSOLE
134429109CPBThe Campbell's Company$17,7770.02%580CommonSOLE
12769G100CZRCaesars Entertainment Inc$17,7720.02%626CommonSOLE
608190104MHKMohawk Industries Inc$16,1450.02%154CommonSOLE
115637209BF/BBrown-Forman Corp$14,4510.02%537CommonSOLE
65249B208NWSNews Corp$11,2880.01%329CommonSOLE
N3167Y103RACEFerrari NV$3,3290.00%8CommonSOLE
N82405106STLAStellantis NV$1,2080.00%142CommonSOLE
617446448MSMorgan Stanley$00CommonSOLE

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.