MondegarAI
MUFG Securities EMEA plc

Q2 2025 · 13F-HR/A

MUFG Securities EMEA plcholdings as filed

Filed 2025-10-07 · accession 0001597694-25-000047

$2.66B
Reported value
546
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 546

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$295.1M11.1%593,363CommonSOLE
56501R106MFCMANULIFE FINL CORP$204.5M7.70%6,400,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$169.6M6.38%1,073,781CommonSOLE
438516106HONHONEYWELL INTL INC$130.4M4.91%559,899CommonSOLE
30303M102METAMETA PLATFORMS INC$129.2M4.86%175,000PUTSOLE
30303M102METAMETA PLATFORMS INC$128.7M4.84%174,416CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$90.2M3.39%160,497CommonSOLE
67066G104NVDANVIDIA CORPORATION$81.4M3.06%515,000PUTSOLE
20030N101CMCSACOMCAST CORP NEW$75.3M2.83%2,111,005CommonSOLE
037833100AAPLAPPLE INC$75.1M2.83%366,135CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$69.8M2.62%226,199CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$52.5M1.98%1,400,000CommonSOLE
02079K305GOOGLALPHABET INC$40.9M1.54%232,198CommonSOLE
11135F101AVGOBROADCOM INC$40.5M1.52%146,894CommonSOLE
88160R101TSLATESLA INC$39.7M1.49%125,000PUTSOLE
539830109LMTLOCKHEED MARTIN CORP$38.4M1.44%82,817CommonSOLE
17275R102CSCOCISCO SYS INC$36.5M1.38%526,756CommonSOLE
94106L109WMWASTE MGMT INC DEL$34.6M1.30%151,082CommonSOLE
87612G101TRGPTARGA RES CORP$33.8M1.27%194,142CommonSOLE
580135101MCDMCDONALDS CORP$29.8M1.12%102,111CommonSOLE
743315103PGRPROGRESSIVE CORP$28.7M1.08%107,432CommonSOLE
437076102HDHOME DEPOT INC$28.6M1.08%77,937CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$26.0M0.98%122,255CommonSOLE
023135106AMZNAMAZON COM INC$25.2M0.95%115,000PUTSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$23.0M0.87%1,126,869CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$22.6M0.85%3,400,000CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$22.4M0.84%122,293CommonSOLE
67066G104NVDANVIDIA CORPORATION$21.3M0.80%135,000CALLSOLE
00206R102TAT&T INC$20.9M0.79%721,263CommonSOLE
H1467J104CBCHUBB LIMITED$20.6M0.77%71,098CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$19.3M0.72%85,000PUTSOLE
88160R101TSLATESLA INC$19.1M0.72%60,000CALLSOLE
46090E103QQQINVESCO QQQ TR$17.9M0.67%32,500PUTSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$16.4M0.62%2,000,000CommonSOLE
032095101APHAMPHENOL CORP NEW$15.6M0.59%157,568CommonSOLE
30303M102METAMETA PLATFORMS INC$14.8M0.56%20,000CALLSOLE
78409V104SPGIS&P GLOBAL INC$14.7M0.55%27,928CommonSOLE
042068205ARMARM HOLDINGS PLC$14.6M0.55%90,000PUTSOLE
594918104MSFTMICROSOFT CORP$13.7M0.51%27,500PUTSOLE
038222105AMATAPPLIED MATLS INC$12.7M0.48%69,401CommonSOLE
143658300CCL1EURCARNIVAL CORP$12.7M0.48%450,000PUTSOLE
060505104BACBANK AMERICA CORP$12.0M0.45%254,363CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$11.1M0.42%1,225,000CommonSOLE
126408103CSXCSX CORP$10.9M0.41%335,551CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10.8M0.41%92,640CommonSOLE
907818108UNPUNION PAC CORP$10.8M0.40%46,766CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.7M0.40%58,599CommonSOLE
654106103NKENIKE INC$10.7M0.40%150,000PUTSOLE
42809H107HESHESS CORP$10.6M0.40%76,814CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$10.4M0.39%272,000CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$10.3M0.39%24,492CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$10.2M0.38%39,667CommonSOLE
03662Q105AKXANSYS INC$9.9M0.37%28,258CommonSOLE
372460105GPCGENUINE PARTS CO$9.8M0.37%80,410CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$9.7M0.36%107,526CommonSOLE
487836108KKELLANOVA$9.6M0.36%120,792CommonSOLE
231021106CMICUMMINS INC$9.3M0.35%28,405CommonSOLE
969457100WMBWILLIAMS COS INC$9.1M0.34%144,608CommonSOLE
29355A107ENPHENPHASE ENERGY INC$9.1M0.34%228,800CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$9.1M0.34%370,097CommonSOLE
49177J102KVUEKENVUE INC$9.0M0.34%428,648CommonSOLE
235851102DHRDANAHER CORPORATION$8.9M0.33%44,885CommonSOLE
35137L204FOXFOX CORP$8.7M0.33%169,389CommonSOLE
46090E103QQQINVESCO QQQ TR$8.3M0.31%15,000CALLSOLE
610236101MNROMONRO INC$8.2M0.31%550,000CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$8.1M0.30%809,000CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7.8M0.29%25,151CommonSOLE
34959J108FTVFORTIVE CORP$7.3M0.27%140,005CommonSOLE
829073105SSDSIMPSON MFG INC$6.8M0.26%44,000CommonSOLE
46982L108JJACOBS SOLUTIONS INC$6.6M0.25%50,361CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$6.4M0.24%159,975CommonSOLE
023135106AMZNAMAZON COM INC$6.4M0.24%29,113CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$6.2M0.23%550,000PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.1M0.23%21,212CommonSOLE
02079K305GOOGLALPHABET INC$5.3M0.20%30,000PUTSOLE
023436108AMEDAMEDISYS INC$5.2M0.20%53,000CommonSOLE
77543R102ROKUROKU INC$4.3M0.16%49,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.3M0.16%30,000CALLSOLE
11135F101AVGOBROADCOM INC$4.1M0.16%15,000PUTSOLE
44891N208IACIAC INC$3.8M0.14%101,000CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$3.6M0.14%1,000,000CommonSOLE
88160R101TSLATESLA INC$3.5M0.13%11,093CommonSOLE
65249B109NWSANEWS CORP NEW$3.2M0.12%107,114CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.1M0.12%10,000PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.1M0.12%6,419CommonSOLE
371532102GCOGENESCO INC$3.0M0.11%150,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.8M0.11%20,000PUTSOLE
02079K107GOOGALPHABET INC$2.5M0.09%13,873CommonSOLE
34965K107FTREFORTREA HLDGS INC$2.4M0.09%487,000CommonSOLE
461202103INTUINTUIT$2.4M0.09%3,025CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$2.3M0.09%2,311CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.3M0.09%10,000CALLSOLE
750940108RALRALLIANT CORP$2.2M0.08%46,333CommonSOLE
654106103NKENIKE INC$2.1M0.08%30,000CALLSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2.0M0.07%8,115CommonSOLE
532457108LLYELI LILLY & CO$1.8M0.07%2,324CommonSOLE
92826C839VVISA INC$1.8M0.07%5,057CommonSOLE
64110L106NFLXNETFLIX INC$1.7M0.06%1,258CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.06%28,400CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.4M0.05%12,736CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.4M0.05%4,644CommonSOLE
931142103WMTWALMART INC$1.2M0.05%12,767CommonSOLE
04621X108AIZASSURANT INC$1.2M0.05%6,251CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.1M0.04%6,928CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.1M0.04%7,110CommonSOLE
68389X105ORCLORACLE CORP$1.1M0.04%4,806CommonSOLE
00287Y109ABBVABBVIE INC$968,9360.04%5,220CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$856,9080.03%6,286CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$836,3920.03%2,681CommonSOLE
369604301GEGE AEROSPACE$811,0360.03%3,151CommonSOLE
191216100KOCOCA COLA CO$809,8050.03%11,446CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$809,4660.03%2,746CommonSOLE
79466L302CRMSALESFORCE INC$773,0760.03%2,835CommonSOLE
949746101WMT2WELLS FARGO CO NEW$770,4340.03%9,616CommonSOLE
002824100ABTABBOTT LABS$699,2270.03%5,141CommonSOLE
166764100CVXCHEVRON CORP NEW$687,1690.03%4,799CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$679,8430.03%4,791CommonSOLE
254687106DISDISNEY WALT CO$658,7410.02%5,312CommonSOLE
G54950103LINLINDE PLC$652,6290.02%1,391CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$641,9290.02%907CommonSOLE
81762P102NOWSERVICENOW INC$629,1850.02%612CommonSOLE
58933Y105MRKMERCK & CO INC$587,3670.02%7,420CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$576,5010.02%6,179CommonSOLE
75513E101RTXRTX CORPORATION$576,4870.02%3,948CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$575,4710.02%1,059CommonSOLE
882508104TXNTEXAS INSTRS INC$556,8370.02%2,682CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$555,7670.02%96CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$552,9470.02%1,850CommonSOLE
149123101CATCATERPILLAR INC$539,6120.02%1,390CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$539,0580.02%12,458CommonSOLE
713448108PEPPEPSICO INC$534,8940.02%4,051CommonSOLE
747525103QCOMQUALCOMM INC$529,0620.02%3,322CommonSOLE
025816109AXPAMERICAN EXPRESS CO$521,5320.02%1,635CommonSOLE
00724F101ADBEADOBE INC$487,0820.02%1,259CommonSOLE
172967424CCITIGROUP INC$470,7140.02%5,530CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$469,5970.02%4,372CommonSOLE
097023105BABOEING CO$466,8330.02%2,228CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$460,4880.02%5,047CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$452,0880.02%1,115CommonSOLE
09290D101BLKBLACKROCK INC$450,1280.02%429CommonSOLE
031162100AMGNAMGEN INC$443,6650.02%1,589CommonSOLE
36828A101GEVGE VERNOVA INC$427,0240.02%807CommonSOLE
65339F101NEENEXTERA ENERGY INC$422,2820.02%6,083CommonSOLE
G29183103ETNEATON CORP PLC$412,6800.02%1,156CommonSOLE
872540109TJXTJX COS INC NEW$407,3940.02%3,299CommonSOLE
717081103PFEPFIZER INC$407,2320.02%16,800CommonSOLE
375558103GILDGILEAD SCIENCES INC$407,1150.02%3,672CommonSOLE
595112103MUMICRON TECHNOLOGY INC$406,9720.02%3,302CommonSOLE
863667101SYKSTRYKER CORPORATION$401,9600.02%1,016CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$399,2530.02%1,951CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$389,9000.01%5,000PUTSOLE
244199105DEDEERE & CO$379,3340.01%746CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$374,8520.01%736CommonSOLE
512807306LRCXLAM RESEARCH CORP$368,1400.01%3,782CommonSOLE
548661107LOWLOWES COS INC$366,9730.01%1,654CommonSOLE
482480100KLACKLA CORP$350,2340.01%391CommonSOLE
032654105ADIANALOG DEVICES INC$347,9850.01%1,462CommonSOLE
886885102TLYSTILLYS INC$345,0000.01%250,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$337,0160.01%757CommonSOLE
872590104TMUST-MOBILE US INC$336,6610.01%1,413CommonSOLE
20825C104COPCONOCOPHILLIPS$334,7300.01%3,730CommonSOLE
G5960L103MDTMEDTRONIC PLC$330,3740.01%3,790CommonSOLE
09260D107BXBLACKSTONE INC$322,4940.01%2,156CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$318,3400.01%1,456CommonSOLE
040413205ANETARISTA NETWORKS INC$311,3290.01%3,043CommonSOLE
855244109SBUXSTARBUCKS CORP$307,6940.01%3,358CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$305,6710.01%1,383CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$298,8760.01%926CommonSOLE
842587107SOSOUTHERN CO$298,2640.01%3,248CommonSOLE
02209S103MOALTRIA GROUP INC$292,7400.01%4,993CommonSOLE
12572Q105CMECME GROUP INC$292,7080.01%1,062CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$289,1280.01%661CommonSOLE
458140100INTCINTEL CORP$288,7140.01%12,889CommonSOLE
74340W103PLDPROLOGIS INC.$288,2390.01%2,742CommonSOLE
518439104ELLAUDER ESTEE COS INC$284,9010.01%3,526CommonSOLE
337738108FISVFISERV INC$282,4080.01%1,638CommonSOLE
95040Q104WELLWELLTOWER INC$282,2480.01%1,836CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$278,3880.01%6,014CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$271,0460.01%2,297CommonSOLE
58155Q103MCKMCKESSON CORP$270,3960.01%369CommonSOLE
48251W104KKRKKR & CO INC$266,0600.01%2,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$264,7200.01%379CommonSOLE
125523100CITHE CIGNA GROUP$260,8280.01%789CommonSOLE
036752103ELVELEVANCE HEALTH INC$259,8250.01%668CommonSOLE
609207105MDLZMONDELEZ INTL INC$258,0250.01%3,826CommonSOLE
126650100CVSCVS HEALTH CORP$257,8470.01%3,738CommonSOLE
893641100TDGTRANSDIGM GROUP INC$252,4260.01%166CommonSOLE
25809K105DASHDOORDASH INC$249,7150.01%1,013CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$248,9850.01%808CommonSOLE
654106103NKENIKE INC$247,2190.01%3,480CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$242,3310.01%757CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$242,2090.01%3,259CommonSOLE
88579Y101MMM3M CO$242,0620.01%1,590CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$234,5150.01%683CommonSOLE
871607107SNPSSYNOPSYS INC$233,2690.01%455CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$231,0970.01%738CommonSOLE
29444U700EQIXEQUINIX INC$229,8910.01%289CommonSOLE
615369105MCOMOODYS CORP$228,7250.01%456CommonSOLE
G0403H108AONAON PLC$227,2560.01%637CommonSOLE
172908105CTASCINTAS CORP$225,3220.01%1,011CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$224,2070.01%3,993CommonSOLE
443201108HWMHOWMET AEROSPACE INC$222,0530.01%1,193CommonSOLE
291011104EMREMERSON ELEC CO$221,4610.01%1,661CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$219,0560.01%625CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$218,8380.01%2,168CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$217,3660.01%1,166CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$217,3420.01%2,391CommonSOLE
902973304USBUS BANCORP DEL$208,3310.01%4,604CommonSOLE
98978V103ZTSZOETIS INC$205,6980.01%1,319CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$205,4310.01%1,945CommonSOLE
278865100ECLECOLAB INC$201,0020.01%746CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$200,4920.01%401CommonSOLE
34959E109FTNTFORTINET INC$198,1190.01%1,874CommonSOLE
40412C101HCAHCA HEALTHCARE INC$196,1470.01%512CommonSOLE
052769106ADSKAUTODESK INC$195,9580.01%633CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$194,5860.01%787CommonSOLE
92840M102VSTVISTRA CORP$194,1980.01%1,002CommonSOLE
26875P101EOGEOG RES INC$192,9310.01%1,613CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$192,6070.01%2,114CommonSOLE
651639106NEMNEWMONT CORP$191,6170.01%3,289CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$189,2550.01%1,334CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$186,9710.01%702CommonSOLE
009158106APDAIR PRODS & CHEMS INC$184,7490.01%655CommonSOLE
571903202MARMARRIOTT INTL INC NEW$184,1440.01%674CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$183,5440.01%4,234CommonSOLE
053332102AZOAUTOZONE INC$181,8990.01%49CommonSOLE
05464C101AXONAXON ENTERPRISE INC$181,3190.01%219CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$180,2550.01%318CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$178,7170.01%668CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$172,4360.01%2,356CommonSOLE
009066101ABNBAIRBNB INC$168,7340.01%1,275CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$167,4330.01%5,695CommonSOLE
89832Q109TFCTRUIST FINL CORP$166,6720.01%3,877CommonSOLE
74762E102QUREQUANTA SVCS INC$165,5990.01%438CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$163,6490.01%749CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$163,0070.01%1,571CommonSOLE
253868103DLRDIGITAL RLTY TR INC$162,4760.01%932CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$161,1750.01%307CommonSOLE
020002101ALLALLSTATE CORP$157,2230.01%781CommonSOLE
756109104OREALTY INCOME CORP$153,7610.01%2,669CommonSOLE
98138H101WDAYWORKDAY INC$153,6000.01%640CommonSOLE
03073E105CORCENCORA INC$152,3240.01%508CommonSOLE
001055102AFLAFLAC INC$151,6510.01%1,438CommonSOLE
56585A102MPCMARATHON PETE CORP$150,8280.01%908CommonSOLE
682680103OKEONEOK INC NEW$150,6890.01%1,846CommonSOLE
22052L104CTVACORTEVA INC$150,5510.01%2,020CommonSOLE
03076C106AMPAMERIPRISE FINL INC$149,9780.01%281CommonSOLE
31428X106FDXFEDEX CORP$148,4330.01%653CommonSOLE
G87052109TELTE CONNECTIVITY PLC$148,2610.01%879CommonSOLE
760759100RSGREPUBLIC SVCS INC$147,4730.01%598CommonSOLE
693718108PCARPACCAR INC$146,8680.01%1,545CommonSOLE
816851109SRESEMPRA$146,0090.01%1,927CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$145,7600.01%1,703CommonSOLE
075887109BDXBECTON DICKINSON & CO$145,7240.01%846CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$145,3270.01%904CommonSOLE
911363109URIUNITED RENTALS INC$144,6530.01%192CommonSOLE
718546104PSXPHILLIPS 66$143,6370.01%1,204CommonSOLE
25746U109DDOMINION ENERGY INC$142,4300.01%2,520CommonSOLE
311900104FASTFASTENAL CO$141,9180.01%3,379CommonSOLE
37045V100GMGENERAL MTRS CO$139,8060.01%2,841CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$139,2160.01%555CommonSOLE
704326107PAYXPAYCHEX INC$137,3140.01%944CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$136,1470.01%464CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$135,9290.01%1,738CommonSOLE
806857108SLBSCHLUMBERGER LTD$135,8420.01%4,019CommonSOLE
384802104GWWGRAINGER W W INC$134,1910.01%129CommonSOLE
59156R108METMETLIFE INC$133,9800.01%1,666CommonSOLE
87612E106TGTTARGET CORP$133,1780.01%1,350CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$132,2730.00%4,001CommonSOLE
55354G100MSCIMSCI INC$132,0730.00%229CommonSOLE
303250104FICOFAIR ISAAC CORP$131,6130.00%72CommonSOLE
22822V101CCICROWN CASTLE INC$131,4940.00%1,280CommonSOLE
501044101KRKROGER CO$129,8310.00%1,810CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$129,5840.00%416CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$129,2260.00%2,063CommonSOLE
30161N101EXCEXELON CORP$128,5670.00%2,961CommonSOLE
45168D104IDXXIDEXX LABS INC$127,6490.00%238CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$127,0810.00%1,561CommonSOLE
217204106CPRTCOPART INC$126,7480.00%2,583CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$125,9550.00%977CommonSOLE
91913Y100VLOVALERO ENERGY CORP$125,4140.00%933CommonSOLE
345370860FFORD MTR CO$124,4280.00%11,468CommonSOLE
778296103ROSTROSS STORES INC$124,0080.00%972CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$123,5760.00%1,468CommonSOLE
031100100AMEAMETEK INC$123,2340.00%681CommonSOLE
12504L109CBRECBRE GROUP INC$122,0450.00%871CommonSOLE
988498101YUMYUM BRANDS INC$121,8040.00%822CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$121,1820.00%499CommonSOLE
219350105GLWCORNING INC$119,4320.00%2,271CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$118,4400.00%705CommonSOLE
08862E109BYNDBEYOND MEAT INC$116,1650.00%33,285CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$116,1020.00%284CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$115,6550.00%1,168CommonSOLE
98389B100XELXCEL ENERGY INC$115,2250.00%1,692CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$113,6900.00%1,457CommonSOLE
744320102PRUPRUDENTIAL FINL INC$112,0600.00%1,043CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$111,8380.00%2,917CommonSOLE
761152107RMDRESMED INC$111,7140.00%433CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$111,4660.00%1,584CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$110,6130.00%333CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$109,9720.00%897CommonSOLE
29364G103ETRENTERGY CORP NEW$109,6350.00%1,319CommonSOLE
871829107SYYSYSCO CORP$109,1410.00%1,441CommonSOLE
631103108NDAQNASDAQ INC$109,0030.00%1,219CommonSOLE
285512109EAELECTRONIC ARTS INC$107,6380.00%674CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$107,4590.00%847CommonSOLE
209115104EDCONSOLIDATED EDISON INC$106,8730.00%1,065CommonSOLE
23331A109DHID R HORTON INC$105,3280.00%817CommonSOLE
929740108WABWABTEC$105,3030.00%503CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$103,1250.00%141CommonSOLE
26884L109EQTEQT CORP$102,5270.00%1,758CommonSOLE
929160109VMCVULCAN MATLS CO$101,4590.00%389CommonSOLE
278642103EBAYEBAY INC.$101,4150.00%1,362CommonSOLE
925652109VICIVICI PPTYS INC$101,2560.00%3,106CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$100,5190.00%1,104CommonSOLE
252131107DXCMDEXCOM INC$100,4710.00%1,151CommonSOLE
22160N109CSGPCOSTAR GROUP INC$99,8570.00%1,242CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$99,7720.00%1,347CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$99,1280.00%840CommonSOLE
45687V106IRINGERSOLL RAND INC$98,7350.00%1,187CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$97,7150.00%178CommonSOLE
92939U106WECWEC ENERGY GROUP INC$97,5310.00%936CommonSOLE
247361702DALDELTA AIR LINES INC DEL$94,8680.00%1,929CommonSOLE
294429105EFXEQUIFAX INC$94,6700.00%365CommonSOLE
H2906T109GRMNGARMIN LTD$94,5500.00%453CommonSOLE
629377508NRGNRG ENERGY INC$92,8150.00%578CommonSOLE
98419M100XYLXYLEM INC$92,6220.00%716CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$92,1500.00%625CommonSOLE
55261F104MTBM & T BK CORP$91,9510.00%474CommonSOLE
115236101BROBROWN & BROWN INC$91,8000.00%828CommonSOLE
366651107ITGARTNER INC$91,3540.00%226CommonSOLE
857477103STTSTATE STR CORP$90,3890.00%850CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$90,1110.00%294CommonSOLE
69331C108PCGPG&E CORP$90,0800.00%6,462CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$90,0620.00%624CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$89,9140.00%554CommonSOLE
46284V101IRMIRON MTN INC DEL$88,7230.00%865CommonSOLE
670346105NUENUCOR CORP$88,3460.00%682CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$87,9690.00%2,094CommonSOLE
143658300CCL1EURCARNIVAL CORP$86,8060.00%3,087CommonSOLE
444859102HUMHUMANA INC$86,7900.00%355CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$85,2670.00%419CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$84,5030.00%1,232CommonSOLE
92276F100VTRVENTAS INC$84,2420.00%1,334CommonSOLE
370334104GISGENERAL MLS INC$84,1390.00%1,624CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$83,8450.00%345CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$83,4050.00%509CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$83,2800.00%543CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$83,0600.00%1,574CommonSOLE
316773100FITBFIFTH THIRD BANCORP$81,1490.00%1,973CommonSOLE
233331107DTEDTE ENERGY CO$80,9330.00%611CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$79,8490.00%574CommonSOLE
15135B101CNCCENTENE CORP DEL$79,3030.00%1,461CommonSOLE
550021109LULULULULEMON ATHLETICA INC$78,4010.00%330CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$77,1610.00%969CommonSOLE
46266C105IQVIQVIA HLDGS INC$76,5890.00%486CommonSOLE
023608102AEEAMEREN CORP$76,3520.00%795CommonSOLE
693506107PPGPPG INDS INC$76,3260.00%671CommonSOLE
526057104LENLENNAR CORP$76,1000.00%688CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$75,7070.00%551CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$75,3720.00%6,577CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$75,2000.00%345CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$75,0830.00%1,125CommonSOLE
380237107GDDYGODADDY INC$74,9050.00%416CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$74,6980.00%126CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$74,5070.00%458CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$74,4440.00%317CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$74,4200.00%1,410CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$74,3480.00%1,517CommonSOLE
256677105DGDOLLAR GEN CORP NEW$74,1180.00%648CommonSOLE
260003108DOVDOVER CORP$74,0250.00%404CommonSOLE
69351T106PPLPPL CORP$73,7110.00%2,175CommonSOLE
92338C103VLTOVERALTO CORP$73,5930.00%729CommonSOLE
665859104NTRSNORTHERN TR CORP$73,1580.00%577CommonSOLE
460146103IPINTERNATIONAL PAPER CO$72,7270.00%1,553CommonSOLE
427866108HSYHERSHEY CO$72,1880.00%435CommonSOLE
049560105ATOATMOS ENERGY CORP$72,1230.00%468CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$71,8290.00%308CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$71,7830.00%4,283CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$71,6580.00%61CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$70,5410.00%1,920CommonSOLE
12514G108CDWCDW CORP$70,1860.00%393CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$70,1860.00%137CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$69,8910.00%462CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$69,6800.00%725CommonSOLE
G8473T100STESTERIS PLC$69,4240.00%289CommonSOLE
92343E102VRSNVERISIGN INC$69,3120.00%240CommonSOLE
466313103JBLJABIL INC$69,1380.00%317CommonSOLE
30040W108ESEVERSOURCE ENERGY$68,7730.00%1,081CommonSOLE
172062101CINFCINCINNATI FINL CORP$68,6520.00%461CommonSOLE
219948106CPAYCORPAY INC$68,0230.00%205CommonSOLE
29476L107EQREQUITY RESIDENTIAL$67,9620.00%1,007CommonSOLE
40434L105HPQHP INC$67,5830.00%2,763CommonSOLE
62944T105NVRNVR INC$66,4710.00%9CommonSOLE
500754106KHCKRAFT HEINZ CO$66,3570.00%2,570CommonSOLE
958102105WDCWESTERN DIGITAL CORP$65,5900.00%1,025CommonSOLE
682189105ONON SEMICONDUCTOR CORP$65,0930.00%1,242CommonSOLE
45784P101PODDINSULET CORP$65,0350.00%207CommonSOLE
084423102WRBBERKLEY W R CORP$65,0210.00%885CommonSOLE
504922105LHLABCORP HOLDINGS INC$64,5770.00%246CommonSOLE
443510607HUBBHUBBELL INC$64,5290.00%158CommonSOLE
64110D104NTAPNETAPP INC$63,8230.00%599CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$63,3040.00%656CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$62,9870.00%2,678CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$62,8700.00%1,457CommonSOLE
745867101PHMPULTE GROUP INC$62,8540.00%596CommonSOLE
90384S303ULTAULTA BEAUTY INC$62,2200.00%133CommonSOLE
G0250X107AMCRAMCOR PLC$61,8580.00%6,731CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$61,2310.00%363CommonSOLE
941848103WATWATERS CORP$61,0820.00%175CommonSOLE
69370C100PTCPTC INC$61,0080.00%354CommonSOLE
125896100CMSCMS ENERGY CORP$60,9660.00%880CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$60,8950.00%386CommonSOLE
337932107FEFIRSTENERGY CORP$60,8330.00%1,511CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$60,3440.00%1,897CommonSOLE
969904101WSMWILLIAMS SONOMA INC$59,3030.00%363CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$59,1580.00%56CommonSOLE
281020107EIXEDISON INTL$58,8760.00%1,141CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$58,7390.00%327CommonSOLE
37940X102GPNGLOBAL PMTS INC$58,3490.00%729CommonSOLE
256746108DLTRDOLLAR TREE INC$57,8390.00%584CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$57,6380.00%1,288CommonSOLE
127097103CTRACOTERRA ENERGY INC$57,2320.00%2,255CommonSOLE
579780206MKCMCCORMICK & CO INC$56,4100.00%744CommonSOLE
65473P105NINISOURCE INC$55,8310.00%1,384CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$55,3830.00%753CommonSOLE
46187W107INVHINVITATION HOMES INC$55,0380.00%1,678CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$54,9250.00%2,138CommonSOLE
260557103DOWDOW INC$54,9200.00%2,074CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$54,6290.00%1,684CommonSOLE
09062X103BIIBBIOGEN INC$54,1290.00%431CommonSOLE
526107107LIILENNOX INTL INC$53,8850.00%94CommonSOLE
896239100TRMBTRIMBLE INC$53,5660.00%705CommonSOLE
876030107TPRTAPESTRY INC$53,5640.00%610CommonSOLE
297178105ESSESSEX PPTY TR INC$53,5630.00%189CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$53,4490.00%586CommonSOLE
858119100STLDSTEEL DYNAMICS INC$52,2280.00%408CommonSOLE
336433107FSLRFIRST SOLAR INC$52,1450.00%315CommonSOLE
406216101HALHALLIBURTON CO$52,1120.00%2,557CommonSOLE
493267108KEYKEYCORP$51,1280.00%2,935CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$50,9150.00%344CommonSOLE
303075105FDSFACTSET RESH SYS INC$50,0950.00%112CommonSOLE
315616102FFIVF5 INC$50,0340.00%170CommonSOLE
G7S00T104PNRPENTAIR PLC$49,9950.00%487CommonSOLE
695156109PKGPACKAGING CORP AMER$49,5620.00%263CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$49,2470.00%620CommonSOLE
833034101SNASNAP ON INC$47,9220.00%154CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$47,6640.00%160CommonSOLE
540424108LLOEWS CORP$47,6630.00%520CommonSOLE
902494103TSNTYSON FOODS INC$47,1570.00%843CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$47,0710.00%412CommonSOLE
668771108GENGEN DIGITAL INC$46,9810.00%1,598CommonSOLE
30034W106EVRGEVERGY INC$46,7350.00%678CommonSOLE
775711104ROLROLLINS INC$46,6590.00%827CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$46,6040.00%213CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$46,0720.00%447CommonSOLE
058498106BALLBALL CORP$45,9940.00%820CommonSOLE
25754A201DPZDOMINOS PIZZA INC$45,9610.00%102CommonSOLE
018802108LNTALLIANT ENERGY CORP$45,7150.00%756CommonSOLE
071813109BAXBAXTER INTL INC$45,5410.00%1,504CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$44,2050.00%764CommonSOLE
125269100CFCF INDS HLDGS INC$44,0680.00%479CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$44,0320.00%1,012CommonSOLE
G3265R107APTVAPTIV PLC$43,8650.00%643CommonSOLE
189054109CLXCLOROX CO DEL$43,5850.00%363CommonSOLE
883203101TXTTEXTRON INC$43,1960.00%538CommonSOLE
880770102TERTERADYNE INC$43,1620.00%480CommonSOLE
G3223R108EGEVEREST GROUP LTD$43,1610.00%127CommonSOLE
436440101HO1HOLOGIC INC$43,0710.00%661CommonSOLE
49446R109KIMKIMCO RLTY CORP$42,0820.00%2,002CommonSOLE
216648501COOCOOPER COS INC$41,8420.00%588CommonSOLE
681919106OMCOMNICOM GROUP INC$41,6530.00%579CommonSOLE
053611109AVYAVERY DENNISON CORP$40,5340.00%231CommonSOLE
574599106MASMASCO CORP$40,2250.00%625CommonSOLE
45167R104IEXIDEX CORP$39,1520.00%223CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$38,7370.00%215CommonSOLE
086516101BBYBEST BUY INC$38,4650.00%573CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$38,1580.00%327CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$38,0550.00%201CommonSOLE
G0176J109ALLEALLEGION PLC$36,8950.00%256CommonSOLE
902653104UDRUDR INC$36,2160.00%887CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$36,0880.00%2,061CommonSOLE
35137L105FOXAFOX CORP$35,9780.00%642CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$35,6620.00%196CommonSOLE
133131102CPTCAMDEN PPTY TR$35,3850.00%314CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$35,3340.00%443CommonSOLE
655663102NDSNNORDSON CORP$34,2990.00%160CommonSOLE
758849103REGREGENCY CTRS CORP$34,2620.00%481CommonSOLE
61945C103MOSMOSAIC CO NEW$34,1450.00%936CommonSOLE
714046109RVTYREVVITY INC$33,6590.00%348CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$33,6020.00%234CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$33,5830.00%350CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$33,3220.00%144CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$33,0870.00%444CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$32,9740.00%454CommonSOLE
73278L105POOLPOOL CORP$32,6460.00%112CommonSOLE
45337C102INCYINCYTE CORP$32,2110.00%473CommonSOLE
751212101RLRALPH LAUREN CORP$32,0910.00%117CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$31,6260.00%2,059CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$31,5830.00%353CommonSOLE

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.