MondegarAI
MetLife Investment Management, LLC

Q1 2025 · 13F-HR

MetLife Investment Management, LLCholdings as filed

Filed 2025-05-14 · accession 0001628280-25-025471

$18.53B
Reported value
2,781
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 2781

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$997.5M5.38%4,490,598CommonSOLE
594918104MSFTMICROSOFT CORP$837.7M4.52%2,231,530CommonSOLE
67066G104NVDANVIDIA CORP$789.9M4.26%7,288,457CommonSOLE
023135106AMZNAMAZON COM INC$539.0M2.91%2,833,200CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$372.8M2.01%646,828CommonSOLE
78462F103SPYSPDR S&P ETF TRUST$361.8M1.95%646,800CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$271.7M1.47%1,756,755CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CLASS B$253.5M1.37%476,045CommonSOLE
11135F101AVGOBROADCOM INC$235.8M1.27%1,408,127CommonSOLE
02079K107GOOGALPHABET INC CLASS C$223.3M1.21%1,429,025CommonSOLE
88160R101TSLATESLA INC$219.6M1.19%847,530CommonSOLE
532457108LLYELI LILLY$198.0M1.07%239,748CommonSOLE
92826C839VVISA INC CLASS A$183.2M0.99%522,779CommonSOLE
46625H100JPMJPMORGAN CHASE$178.2M0.96%726,497CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND INDEX FUN$172.7M0.93%2,206,000CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$135.4M0.73%247,062CommonSOLE
30231G102XOMEXXON MOBIL CORP$134.6M0.73%1,131,433CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$127.3M0.69%134,595CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$126.6M0.68%241,748CommonSOLE
64110L106NFLXNETFLIX INC$121.0M0.65%129,741CommonSOLE
742718109PGPROCTER & GAMBLE$107.7M0.58%632,225CommonSOLE
437076102HDHOME DEPOT INC$107.2M0.58%292,457CommonSOLE
478160104JNJJOHNSON & JOHNSON$103.7M0.56%625,434CommonSOLE
464287242LQDISHARES IBOXX $ INV GRADE CORPORAT$103.6M0.56%953,260CommonSOLE
00287Y109ABBVABBVIE INC$103.1M0.56%491,973CommonSOLE
931142103WMTWALMART INC$98.9M0.53%1,126,791CommonSOLE
191216100KOCOCA-COLA$79.0M0.43%1,102,701CommonSOLE
79466L302CRMSALESFORCE INC$75.7M0.41%282,103CommonSOLE
166764100CVXCHEVRON CORP$72.5M0.39%433,477CommonSOLE
060505104BACBANK OF AMERICA CORP$71.8M0.39%1,720,517CommonSOLE
58933Y105MRKMERCK & CO INC$68.9M0.37%767,569CommonSOLE
68389X105ORCLORACLE CORP$68.6M0.37%490,529CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$64.1M0.35%403,848CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$63.8M0.34%1,034,628CommonSOLE
949746101WMT2WELLS FARGO$61.3M0.33%854,292CommonSOLE
713448108PEPPEPSICO INC$60.5M0.33%403,583CommonSOLE
002824100ABTABBOTT LABORATORIES$59.7M0.32%450,416CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINES CO$59.7M0.32%240,035CommonSOLE
580135101MCDMCDONALDS CORP$58.8M0.32%188,213CommonSOLE
369604301GEGE AEROSPACE$57.8M0.31%288,904CommonSOLE
G54950103LINLINDE PLC$57.6M0.31%123,756CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$53.5M0.29%107,962CommonSOLE
464287655IWMISHARES RUSSELL ETF$53.4M0.29%267,810CommonSOLE
00206R102TAT&T INC$52.7M0.28%1,864,458CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CLASS A$52.5M0.28%622,214CommonSOLE
461202103INTUINTUIT INC$51.9M0.28%84,473CommonSOLE
747525103QCOMQUALCOMM INC$51.2M0.28%333,073CommonSOLE
G1151C101ACNACCENTURE PLC CLASS A$50.7M0.27%162,497CommonSOLE
00724F101ADBEADOBE INC$50.6M0.27%132,020CommonSOLE
81762P102NOWSERVICENOW INC$49.7M0.27%62,436CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$49.6M0.27%1,093,498CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$49.4M0.27%99,340CommonSOLE
031162100AMGNAMGEN INC$49.1M0.27%157,708CommonSOLE
743315103PGRPROGRESSIVE CORP$49.1M0.27%173,593CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$48.0M0.26%466,969CommonSOLE
254687106DISWALT DISNEY$46.4M0.25%469,696CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$46.1M0.25%84,398CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$45.9M0.25%630,083CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$45.9M0.25%9,954CommonSOLE
75513E101RTXRTX CORP$45.8M0.25%345,956CommonSOLE
882508104TXNTEXAS INSTRUMENT INC$43.4M0.23%241,238CommonSOLE
149123101CATCATERPILLAR INC$42.0M0.23%127,209CommonSOLE
78467Y107MDYSPDR S&P MIDCAP ETF TRUST$41.7M0.23%78,200CommonSOLE
78409V104SPGIS&P GLOBAL INC$41.6M0.22%81,782CommonSOLE
025816109AXPAMERICAN EXPRESS$41.2M0.22%153,184CommonSOLE
907818108UNPUNION PACIFIC CORP$40.1M0.22%169,783CommonSOLE
872540109TJXTJX INC$39.1M0.21%321,306CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$38.6M0.21%382,716CommonSOLE
65339F101NEENEXTERA ENERGY INC$37.9M0.20%534,122CommonSOLE
617446448MSMORGAN STANLEY$37.7M0.20%322,710CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$37.4M0.20%122,365CommonSOLE
717081103PFEPFIZER INC$37.3M0.20%1,471,980CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$36.7M0.20%173,316CommonSOLE
375558103GILDGILEAD SCIENCES INC$36.3M0.20%323,731CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$36.1M0.20%979,230CommonSOLE
09290D101BLKBLACKROCK INC$35.8M0.19%37,853CommonSOLE
038222105AMATAPPLIED MATERIAL INC$35.4M0.19%243,670CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$35.1M0.19%448,982CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$35.1M0.19%72,361CommonSOLE
863667101SYKSTRYKER CORP$35.1M0.19%94,211CommonSOLE
20825C104COPCONOCOPHILLIPS$34.8M0.19%331,716CommonSOLE
172967424CCITIGROUP INC$34.6M0.19%487,828CommonSOLE
337738108FISVFISERV INC$34.4M0.19%155,561CommonSOLE
548661107LOWLOWES COMPANIES INC$34.2M0.18%146,668CommonSOLE
097023105BABOEING$34.1M0.18%200,127CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$34.1M0.18%199,870CommonSOLE
235851102DHRDANAHER CORP$34.1M0.18%166,329CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$33.5M0.18%219,384CommonSOLE
872590104TMUST MOBILE US INC$33.2M0.18%124,399CommonSOLE
855244109SBUXSTARBUCKS CORP$32.7M0.18%333,268CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$32.1M0.17%527,068CommonSOLE
571748102MRSHMARSH & MCLENNAN INC$31.9M0.17%130,539CommonSOLE
09260D107BXBLACKSTONE INC$30.9M0.17%221,337CommonSOLE
244199105DEDEERE$30.8M0.17%65,716CommonSOLE
03027X100AMTAMERICAN TOWER REIT CORP$30.8M0.17%141,689CommonSOLE
G5960L103MDTMEDTRONIC PLC$29.9M0.16%333,079CommonSOLE
74340W103PLDPROLOGIS REIT INC$29.9M0.16%267,158CommonSOLE
H1467J104CBCHUBB LTD$29.4M0.16%97,367CommonSOLE
512807306LRCXLAM RESEARCH CORP$28.3M0.15%389,416CommonSOLE
G29183103ETNEATON PLC$27.9M0.15%102,638CommonSOLE
482480100KLACKLA CORP$27.4M0.15%40,308CommonSOLE
464287614IWFISHARES RUSSELL GROWTH$27.2M0.15%75,400CommonSOLE
95040Q104WELLWELLTOWER INC$26.9M0.15%175,765CommonSOLE
036752103ELVELEVANCE HEALTH INC$26.9M0.15%61,871CommonSOLE
02209S103MOALTRIA GROUP INC$26.4M0.14%440,222CommonSOLE
842587107SOSOUTHERN$26.2M0.14%284,576CommonSOLE
94106L109WMWASTE MANAGEMENT INC$26.2M0.14%112,967CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC CLASS A$26.0M0.14%73,704CommonSOLE
032654105ADIANALOG DEVICES INC$26.0M0.14%128,845CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$25.7M0.14%149,120CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$25.6M0.14%57,377CommonSOLE
458140100INTCINTEL CORPORATION CORP$25.5M0.14%1,124,744CommonSOLE
595112103MUMICRON TECHNOLOGY INC$25.1M0.14%289,176CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$25.0M0.13%305,500CommonSOLE
12572Q105CMECME GROUP INC CLASS A$24.8M0.13%93,584CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$24.7M0.13%17,262CommonSOLE
26441C204DUKDUKE ENERGY CORP$24.6M0.13%201,473CommonSOLE
824348106SHWSHERWIN WILLIAMS$24.3M0.13%69,537CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP INC$23.9M0.13%261,165CommonSOLE
125523100CICIGNA$23.7M0.13%72,096CommonSOLE
58155Q103MCKMCKESSON CORP$23.5M0.13%34,966CommonSOLE
03674X106ARANTERO RESOURCES CORP$23.1M0.12%571,347CommonSOLE
29444U700EQIXEQUINIX REIT INC$23.1M0.12%28,273CommonSOLE
363576109AJGARTHUR J GALLAGHER$23.0M0.12%66,651CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC CLASS A$22.9M0.12%336,793CommonSOLE
343412102FLRFLUOR CORP$22.7M0.12%632,757CommonSOLE
032095101APHAMPHENOL CORP CLASS A$22.6M0.12%344,000CommonSOLE
989701107ZIONZIONS BANCORPORATION$22.5M0.12%452,263CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$22.4M0.12%711,965CommonSOLE
G0403H108AONAON PLC CLASS A$22.3M0.12%55,814CommonSOLE
126650100CVSCVS HEALTH CORP$22.2M0.12%327,482CommonSOLE
000899104ADMAADMA BIOLOGICS INC$22.0M0.12%1,108,911CommonSOLE
615369105MCOMOODYS CORP$22.0M0.12%47,147CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$21.9M0.12%343,741CommonSOLE
36828A101GEVGE VERNOVA INC$21.9M0.12%71,600CommonSOLE
98978V103ZTSZOETIS INC CLASS A$21.8M0.12%132,594CommonSOLE
194162103CLCOLGATE-PALMOLIVE$21.6M0.12%230,262CommonSOLE
654106103NKENIKE INC CLASS B$21.5M0.12%338,635CommonSOLE
88579Y101MMM3M$21.4M0.12%145,428CommonSOLE
172908105CTASCINTAS CORP$21.3M0.11%103,424CommonSOLE
48251W104KKRKKR AND CO INC$21.2M0.11%183,749CommonSOLE
589378108MRCYMERCURY SYSTEMS INC$21.2M0.11%492,638CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$21.1M0.11%83,071CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDINGS INC$20.9M0.11%179,851CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CLASS B$20.9M0.11%189,917CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$20.9M0.11%178,955CommonSOLE
893641100TDGTRANSDIGM GROUP INC$20.8M0.11%15,020CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$20.8M0.11%61,656CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$20.7M0.11%411,691CommonSOLE
379577208GMEDGLOBUS MED INC$20.7M0.11%282,242CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$20.5M0.11%391,446CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$20.5M0.11%46,782CommonSOLE
701094104PHPARKER-HANNIFIN CORP$20.3M0.11%33,432CommonSOLE
45378A106IRTINDEPENDENCE REALTY INC TRUST$20.1M0.11%948,482CommonSOLE
405024100HAEHAEMONETICS CORP$20.1M0.11%316,542CommonSOLE
871607107SNPSSYNOPSYS INC$20.1M0.11%46,858CommonSOLE
840441109SSBUSDSOUTHSTATE CORP$20.1M0.11%216,085CommonSOLE
828730200SFNCSIMMONS FIRST NATIONAL CORP CLASS$19.9M0.11%969,027CommonSOLE
G98196101W9N0WNS HOLDINGS LTD$19.8M0.11%322,258CommonSOLE
938824109WAFDWAFD INC$19.5M0.11%683,003CommonSOLE
053332102AZOAUTOZONE INC$19.2M0.10%5,036CommonSOLE
45073V108ITTITT INC$19.1M0.10%147,895CommonSOLE
278865100ECLECOLAB INC$19.0M0.10%74,849CommonSOLE
969457100WMBWILLIAMS INC$18.9M0.10%316,574CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC$18.9M0.10%422,704CommonSOLE
G01767105ALKSALKERMES$18.7M0.10%567,621CommonSOLE
26875P101EOGEOG RESOURCES INC$18.7M0.10%146,044CommonSOLE
750917106RMBSRAMBUS INC$18.7M0.10%360,635CommonSOLE
004498101ACIWACI WORLDWIDE INC$18.6M0.10%340,359CommonSOLE
25809K105DASHDOORDASH INC CLASS A$18.6M0.10%101,802CommonSOLE
197236102COLBCOLUMBIA BANKING SYSTEM INC$18.5M0.10%742,107CommonSOLE
452308109ITWILLINOIS TOOL INC$18.5M0.10%74,610CommonSOLE
87161C501SYU1SYNOVUS FINANCIAL CORP$18.4M0.10%394,468CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$18.4M0.10%134,430CommonSOLE
422704106HLHECLA MINING$18.2M0.10%3,274,065CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$18.1M0.10%35,352CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP INC$18.1M0.10%102,857CommonSOLE
369550108GDGENERAL DYNAMICS CORP$18.1M0.10%66,254CommonSOLE
34959E109FTNTFORTINET INC$18.1M0.10%187,555CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$17.7M0.10%98,961CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$17.6M0.09%27,697CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$17.6M0.09%724,091CommonSOLE
488401100KMPRKEMPER CORP$17.6M0.09%262,650CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES INC$17.5M0.09%234,240CommonSOLE
G0750C108AXTAAXALTA COATING SYSTEMS LTD$17.4M0.09%525,469CommonSOLE
902973304USBUS BANCORP$17.1M0.09%405,169CommonSOLE
075887109BDXBECTON DICKINSON$17.1M0.09%74,614CommonSOLE
44930G107ICUIICU MEDICAL INC$17.1M0.09%123,041CommonSOLE
052769106ADSKAUTODESK INC$17.1M0.09%65,230CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS INC$17.0M0.09%57,777CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$16.9M0.09%843,692CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$16.8M0.09%83,470CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$16.8M0.09%257,181CommonSOLE
40412C101HCAHCA HEALTHCARE INC$16.8M0.09%48,529CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$16.4M0.09%27,844CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$16.3M0.09%227,891CommonSOLE
64119V303NTSTNETSTREIT CORP$16.2M0.09%1,023,171CommonSOLE
00912X302ALAIR LEASE CORP$16.2M0.09%335,268CommonSOLE
291011104EMREMERSON ELECTRIC$16.1M0.09%146,595CommonSOLE
682680103OKEONEOK INC$16.0M0.09%161,573CommonSOLE
63633D104NHINATIONAL HEALTH INVESTORS REIT INC$15.8M0.09%213,730CommonSOLE
66765N105NWNNORTHWEST NATURAL HOLDING COMPANY$15.7M0.09%368,660CommonSOLE
85254J102STAGSTAG INDUSTRIAL REIT INC$15.7M0.08%435,568CommonSOLE
116794108BRKRBRUKER CORP$15.7M0.08%375,375CommonSOLE
009066101ABNBAIRBNB INC CLASS A$15.6M0.08%130,981CommonSOLE
90984P303UCBUNITED COMMUNITY BANKS INC$15.6M0.08%556,231CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$15.6M0.08%186,421CommonSOLE
50050N103KTBKONTOOR BRANDS INC$15.6M0.08%242,915CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$15.6M0.08%58,877CommonSOLE
49803T300KRGKITE REALTY GROUP TRUST REIT$15.5M0.08%693,190CommonSOLE
61945C103MOSMOSAIC$15.5M0.08%573,329CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS I$15.5M0.08%121,811CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$15.4M0.08%67,820CommonSOLE
G39108108GTESGATES INDUSTRIAL PLC$15.4M0.08%835,829CommonSOLE
923451108VBTXVERITEX HOLDINGS INC$15.4M0.08%614,873CommonSOLE
828806109SPGSIMON PROPERTY GROUP REIT INC$15.3M0.08%92,322CommonSOLE
806857108SLBSCHLUMBERGER NV$15.2M0.08%364,041CommonSOLE
32055Y201FIBKFIRST INTST BANCSYSTEM INC$15.2M0.08%529,823CommonSOLE
500643200KFYKORN FERRY$15.2M0.08%223,667CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER INC$15.1M0.08%138,482CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$15.1M0.08%64,753CommonSOLE
011659109ALKALASKA AIR GROUP INC$14.9M0.08%303,380CommonSOLE
217204106CPRTCOPART INC$14.9M0.08%263,038CommonSOLE
126408103CSXCSX CORP$14.7M0.08%500,856CommonSOLE
756109104OREALTY INCOME REIT CORP$14.6M0.08%252,247CommonSOLE
020002101ALLALLSTATE CORP$14.6M0.08%70,570CommonSOLE
03073E105CORCENCORA INC$14.6M0.08%52,378CommonSOLE
001055102AFLAFLAC INC$14.4M0.08%129,586CommonSOLE
49456B101KMIKINDER MORGAN INC$14.3M0.08%502,185CommonSOLE
651639106NEMNEWMONT$14.3M0.08%295,712CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES INC$14.2M0.08%148,479CommonSOLE
571903202MARMARRIOTT INTERNATIONAL INC CLASS A$14.1M0.08%59,391CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$14.1M0.08%315,317CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$14.1M0.08%373,149CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$14.1M0.08%342,128CommonSOLE
31428X106FDXFEDEX CORP$14.0M0.08%57,551CommonSOLE
624758108MWAMUELLER WATER PRODUCTS INC SERIES$14.0M0.08%551,824CommonSOLE
03076C106AMPAMERIPRISE FINANCE INC$13.9M0.08%28,805CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$13.9M0.08%58,802CommonSOLE
74460D109PSAPUBLIC STORAGE REIT$13.9M0.08%46,491CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP LTD$13.9M0.08%67,699CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP INC$13.9M0.08%834,830CommonSOLE
G87110105FTITECHNIPFMC PLC$13.9M0.07%438,422CommonSOLE
49427F108KRCKILROY REALTY REIT CORP$13.8M0.07%421,050CommonSOLE
443201108HWMHOWMET AEROSPACE INC$13.8M0.07%106,273CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PLC$13.7M0.07%171,447CommonSOLE
576485205MTDRMATADOR RESOURCES$13.7M0.07%267,666CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$13.7M0.07%24,842CommonSOLE
040413205ANETARISTA NETWORKS INC$13.6M0.07%176,050CommonSOLE
704326107PAYXPAYCHEX INC$13.6M0.07%88,274CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$13.5M0.07%334,593CommonSOLE
410345102HN9HANESBRANDS INC$13.5M0.07%2,337,148CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$13.4M0.07%154,649CommonSOLE
26856L103ELFELF BEAUTY INC$13.4M0.07%213,820CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$13.3M0.07%210,311CommonSOLE
303250104FICOFAIR ISAAC CORP$13.3M0.07%7,208CommonSOLE
718546104PSXPHILLIPS$13.2M0.07%107,261CommonSOLE
693718108PCARPACCAR INC$13.2M0.07%136,019CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$13.2M0.07%66,019CommonSOLE
311900104FASTFASTENAL$13.2M0.07%169,917CommonSOLE
253868103DLRDIGITAL REALTY TRUST REIT INC$13.1M0.07%91,492CommonSOLE
494368103KMBKIMBERLY CLARK CORP$13.1M0.07%92,069CommonSOLE
384802104GWWWW GRAINGER INC$13.0M0.07%13,144CommonSOLE
74967X103RHRH$13.0M0.07%55,290CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$12.9M0.07%633,887CommonSOLE
464287598IWDISHARES RUSSELL VALUE ETF TRUST$12.9M0.07%68,500CommonSOLE
760759100RSGREPUBLIC SERVICES INC$12.8M0.07%52,762CommonSOLE
26884L109EQTEQT CORP$12.7M0.07%238,546CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$12.7M0.07%42,805CommonSOLE
42809H107HESHESS CORP$12.7M0.07%79,704CommonSOLE
465741106ITRIITRON INC$12.7M0.07%121,043CommonSOLE
72407810062CPIPER SANDLER COMPANIES$12.5M0.07%50,637CommonSOLE
55354G100MSCIMSCI INC$12.5M0.07%22,056CommonSOLE
87612E106TGTTARGET CORP$12.4M0.07%119,091CommonSOLE
67098H104OIO I GLASS INC$12.3M0.07%1,074,764CommonSOLE
59001A102MTHMERITAGE HOMES CORP$12.3M0.07%173,682CommonSOLE
02081G201ATECALPHATEC HOLDNGS INC$12.3M0.07%1,213,943CommonSOLE
25746U109DDOMINION ENERGY INC$12.2M0.07%218,138CommonSOLE
458334109IPARINTERPARFUMS INC$12.2M0.07%107,044CommonSOLE
988498101YUMYUM BRANDS INC$12.2M0.07%77,239CommonSOLE
37045V100GMGENERAL MOTORS$12.1M0.07%258,335CommonSOLE
92840M102VSTVISTRA CORP$12.1M0.07%103,114CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$12.1M0.07%206,587CommonSOLE
59156R108METMETLIFE INC$12.1M0.07%150,347CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$12.0M0.06%27,729CommonSOLE
30161N101EXCEXELON CORP$12.0M0.06%260,998CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$12.0M0.06%862,871CommonSOLE
92276F100VTRVENTAS REIT INC$12.0M0.06%174,160CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$12.0M0.06%303,860CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$12.0M0.06%82,167CommonSOLE
49177J102KVUEKENVUE INC$11.9M0.06%497,928CommonSOLE
705573103PEGAPEGASYSTEMS INC$11.8M0.06%169,704CommonSOLE
22822V101CCICROWN CASTLE INC$11.8M0.06%112,877CommonSOLE
816851109SRESEMPRA$11.7M0.06%164,513CommonSOLE
501044101KRKROGER$11.7M0.06%172,863CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$11.7M0.06%61,440CommonSOLE
05464C101AXONAXON ENTERPRISE INC$11.6M0.06%21,977CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$11.4M0.06%157,966CommonSOLE
778296103ROSTROSS STORES INC$11.4M0.06%88,883CommonSOLE
05722G100BKRBAKER HUGHES CLASS A$11.3M0.06%257,303CommonSOLE
629377508NRGNRG ENERGY INC$11.3M0.06%117,978CommonSOLE
22052L104CTVACORTEVA INC$11.2M0.06%178,098CommonSOLE
231021106CMICUMMINS INC$11.2M0.06%35,692CommonSOLE
254709108DFSEURDISCOVER FINANCIAL SERVICES$11.1M0.06%65,173CommonSOLE
911363109URIUNITED RENTALS INC$11.1M0.06%17,657CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$11.1M0.06%344,505CommonSOLE
52736R102LEVILEVI STRAUSS & CO NEW$11.0M0.06%703,396CommonSOLE
91913Y100VLOVALERO ENERGY CORP$10.9M0.06%82,208CommonSOLE
460146103IPINTERNATIONAL PAPER$10.8M0.06%202,342CommonSOLE
729640102PLYMPLYMOUTH INDUSTRIAL REIT INC$10.7M0.06%656,826CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROUP IN$10.7M0.06%129,410CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$10.6M0.06%103,033CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$10.6M0.06%310,093CommonSOLE
98389B100XELXCEL ENERGY INC$10.6M0.06%149,156CommonSOLE
871829107SYYSYSCO CORP$10.5M0.06%140,391CommonSOLE
H42097107UBSUBS GROUP AG$10.4M0.06%341,321CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$10.4M0.06%24,796CommonSOLE
031100100AMEAMETEK INC$10.3M0.06%60,069CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SERV$10.3M0.06%137,740CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$10.3M0.06%92,039CommonSOLE
74935Q107RBARB GLOBAL INC$10.3M0.06%102,382CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$10.2M0.06%48,928CommonSOLE
74762E102QUREQUANTA SERVICES INC$10.2M0.06%40,231CommonSOLE
G87052109TELTE CONNECTIVITY PLC$10.2M0.06%72,123CommonSOLE
345370860FFORD MOTOR$10.1M0.05%1,011,638CommonSOLE
12504L109CBRECBRE GROUP INC CLASS A$10.1M0.05%76,954CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP INC CLAS$10.0M0.05%60,402CommonSOLE
922908363VOOVANGUARD INDEX FDS$10.0M0.05%19,392CommonSOLE
209115104EDCONSOLIDATED EDISON INC$10.0M0.05%89,981CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$9.9M0.05%54,835CommonSOLE
925652109VICIVICI PPTYS INC$9.9M0.05%303,894CommonSOLE
983793100XPOXPO INC$9.9M0.05%92,119CommonSOLE
94419L101WWAYFAIR INC$9.9M0.05%308,478CommonSOLE
00091G104ACVAACV AUCTIONS INC$9.9M0.05%699,408CommonSOLE
256163106DOCUDOCUSIGN INC$9.8M0.05%120,880CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS COR$9.8M0.05%128,519CommonSOLE
942622200WSOWATSCO INC$9.8M0.05%19,338CommonSOLE
642045108AESIATLAS ENERGY SOLUTIONS INC$9.8M0.05%550,665CommonSOLE
69331C108PCGPG&E CORP$9.8M0.05%569,556CommonSOLE
366651107ITGARTNER INC$9.7M0.05%23,207CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$9.7M0.05%120,583CommonSOLE
29084Q100EMEEMCOR GROUP INC$9.7M0.05%26,320CommonSOLE
02005N100ALLYALLY FINANCIAL INC$9.7M0.05%266,284CommonSOLE
550021109LULULULULEMON ATHLETICA INC$9.7M0.05%34,232CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECHNOLOGIES IN$9.7M0.05%42,941CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$9.7M0.05%185,734CommonSOLE
703481101PTENPATTERSON UTI ENERGY INC$9.7M0.05%1,174,959CommonSOLE
624756102MLIMUELLER INDUSTRIES INC$9.6M0.05%125,955CommonSOLE
29364G103ETRENTERGY CORP$9.5M0.05%111,330CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$9.5M0.05%69,072CommonSOLE
26817Q886DXDYNEX CAPITAL REIT INC$9.5M0.05%728,728CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$9.5M0.05%57,314CommonSOLE
05352A100AVTRAVANTOR INC$9.4M0.05%580,957CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL INC$9.4M0.05%144,347CommonSOLE
229663109CUBECUBESMART REIT$9.4M0.05%219,496CommonSOLE
23331A109DHID R HORTON INC$9.4M0.05%73,662CommonSOLE
125896100CMSCMS ENERGY CORP$9.4M0.05%124,678CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$9.3M0.05%97,109CommonSOLE
14316J108CGCARLYLE GROUP INC$9.3M0.05%213,879CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$9.2M0.05%74,728CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC CLASS A$9.2M0.05%24,998CommonSOLE
219350105GLWCORNING INC$9.2M0.05%200,145CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$9.1M0.05%383,642CommonSOLE
512816109LAMRLAMAR ADVERTISING COMPANY$9.1M0.05%79,963CommonSOLE
30225T102EXREXTRA SPACE STORAGE REIT INC$9.1M0.05%61,060CommonSOLE
92939U106WECWEC ENERGY GROUP INC$9.0M0.05%82,483CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$9.0M0.05%47,969CommonSOLE
122017106BURLBURLINGTON STORES INC$9.0M0.05%37,648CommonSOLE
285512109EAELECTRONIC ARTS INC$9.0M0.05%62,082CommonSOLE
892356106TSCOTRACTOR SUPPLY$8.9M0.05%161,974CommonSOLE
761152107RMDRESMED INC$8.9M0.05%39,845CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$8.9M0.05%197,150CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE INC$8.9M0.05%42,780CommonSOLE
053484101AVBAVALONBAY COMMUNITIES REIT INC$8.8M0.05%40,952CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$8.8M0.05%25,940CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$8.7M0.05%207,030CommonSOLE
277276101EGPEASTGROUP PROPERTIES REIT INC$8.7M0.05%49,327CommonSOLE
759509102RSRELIANCE INC$8.7M0.05%30,049CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8.7M0.05%74,128CommonSOLE
H2906T109GRMNGARMIN LTD$8.7M0.05%39,921CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$8.7M0.05%175,566CommonSOLE
22160N109CSGPCOSTAR GROUP INC$8.7M0.05%109,346CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$8.6M0.05%620,347CommonSOLE
370334104GISGENERAL MILLS INC$8.6M0.05%143,172CommonSOLE
42226A107HQYHEALTHEQUITY INC$8.6M0.05%96,837CommonSOLE
142339100CSLCARLISLE COMPANIES INC$8.5M0.05%24,967CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS INC$8.5M0.05%35,048CommonSOLE
268150109DTDYNATRACE INC$8.4M0.05%179,188CommonSOLE
278642103EBAYEBAY INC$8.4M0.05%124,402CommonSOLE
749685103RPMRPM INTERNATIONAL INC$8.4M0.05%72,618CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$8.4M0.05%177,835CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$8.4M0.05%14,453CommonSOLE
45687V106IRINGERSOLL RAND INC$8.4M0.05%104,648CommonSOLE
05550J101BJBJS WHOLESALE CLUB HOLDINGS INC$8.4M0.05%73,349CommonSOLE
912008109USFDUS FOODS HOLDING CORP$8.4M0.05%127,699CommonSOLE
929160109VMCVULCAN MATERIALS$8.4M0.05%35,791CommonSOLE
444859102HUMHUMANA INC$8.3M0.04%31,332CommonSOLE
01748X102ALGTALLEGIANT TRAVEL$8.2M0.04%159,691CommonSOLE
115236101BROBROWN & BROWN INC$8.2M0.04%66,237CommonSOLE
889478103TOLTOLL BROTHERS INC$8.2M0.04%77,892CommonSOLE
127190304CACICACI INTERNATIONAL INC$8.2M0.04%22,363CommonSOLE
65473P105NINISOURCE INC$8.2M0.04%203,596CommonSOLE
G3223R108EGEVEREST GROUP LTD$8.2M0.04%22,435CommonSOLE
631103108NDAQNASDAQ INC$8.2M0.04%107,445CommonSOLE
29358P101ENSGENSIGN GROUP INC$8.1M0.04%62,939CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIES REIT$8.1M0.04%159,957CommonSOLE
74624M102PPURE STORAGE INC CLASS A$8.1M0.04%183,698CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$8.1M0.04%108,579CommonSOLE
294429105EFXEQUIFAX INC$8.1M0.04%33,260CommonSOLE
252131107DXCMDEXCOM INC$8.1M0.04%118,448CommonSOLE
92936U109WPCW. P. CAREY REIT INC$8.1M0.04%127,738CommonSOLE
929740108WABWESTINGHOUSE AIR BRAKE TECHNOLOGIE$8.0M0.04%44,366CommonSOLE
G3323L100FNFABRINET$8.0M0.04%40,537CommonSOLE
29362U104ENTGENTEGRIS INC$7.9M0.04%90,464CommonSOLE
46284V101IRMIRON MOUNTAIN INC$7.9M0.04%91,868CommonSOLE
675234108OCFCOCEANFIRST FINANCIAL CORP$7.9M0.04%464,258CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$7.9M0.04%44,569CommonSOLE
15135B101CNCCENTENE CORP$7.8M0.04%128,957CommonSOLE
384109104GGGGRACO INC$7.8M0.04%93,734CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$7.8M0.04%133,110CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$7.8M0.04%48,566CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$7.7M0.04%48,960CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.7M0.04%29,821CommonSOLE
55261F104MTBM&T BANK CORP$7.7M0.04%43,097CommonSOLE
902788108UMBFUMB FINANCIAL CORP$7.7M0.04%76,194CommonSOLE
380237107GDDYGODADDY INC CLASS A$7.7M0.04%42,732CommonSOLE
902653104UDRUDR REIT INC$7.7M0.04%169,993CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$7.7M0.04%16,027CommonSOLE
457669307INSMINSMED INC$7.6M0.04%100,210CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$7.6M0.04%24,775CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$7.6M0.04%5,711CommonSOLE
516544103LNTHLANTHEUS HOLDINGS INC$7.6M0.04%77,424CommonSOLE
98419M100XYLXYLEM INC$7.5M0.04%63,074CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$7.5M0.04%106,226CommonSOLE
680033107ONBOLD NATIONAL BANCORP$7.5M0.04%354,166CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$7.5M0.04%82,250CommonSOLE
030420103AWKAMERICAN WATER WORKS INC$7.5M0.04%50,619CommonSOLE
91529Y106UNMUNUM$7.5M0.04%91,552CommonSOLE
233331107DTEDTE ENERGY$7.4M0.04%53,814CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES REIT I$7.4M0.04%111,510CommonSOLE
21036P108STZCONSTELLATION BRANDS INC CLASS A$7.4M0.04%40,397CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$7.4M0.04%12,679CommonSOLE
670346105NUENUCOR CORP$7.3M0.04%60,980CommonSOLE
219948106CPAYCORPAY INC$7.3M0.04%21,004CommonSOLE
247361702DALDELTA AIR LINES INC$7.3M0.04%166,695CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$7.2M0.04%67,365CommonSOLE
759351604RGAREINSURANCE GROUP OF AMERICA INC$7.2M0.04%36,576CommonSOLE
03662Q105AKXANSYS INC$7.2M0.04%22,711CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$7.2M0.04%86,807CommonSOLE
88033G407THCTENET HEALTHCARE CORP$7.1M0.04%52,808CommonSOLE
256746108DLTRDOLLAR TREE INC$7.1M0.04%94,571CommonSOLE
29476L107EQREQUITY RESIDENTIAL REIT$7.1M0.04%99,162CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$7.1M0.04%172,984CommonSOLE
26603R106DUOLDUOLINGO INC CLASS A$7.0M0.04%22,678CommonSOLE
023608102AEEAMEREN CORP$7.0M0.04%70,029CommonSOLE
171340102CHDCHURCH AND DWIGHT INC$7.0M0.04%63,846CommonSOLE
40434L105HPQHP INC$7.0M0.04%253,438CommonSOLE
02665T306AMHAMERICAN HOMES RENT REIT CLASS A$7.0M0.04%185,585CommonSOLE
452327109ILMNILLUMINA INC$7.0M0.04%87,976CommonSOLE
526057104LENLENNAR A CORP CLASS A$7.0M0.04%60,582CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$6.9M0.04%115,365CommonSOLE
69351T106PPLPPL CORP$6.9M0.04%191,758CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$6.9M0.04%76,969CommonSOLE
500754106KHCKRAFT HEINZ$6.9M0.04%226,867CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP$6.9M0.04%87,635CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$6.9M0.04%33,119CommonSOLE
407497106HLNEHAMILTON LANE INC CLASS A$6.9M0.04%46,209CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$6.9M0.04%47,564CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$6.8M0.04%21,226CommonSOLE
00766T100ACMAECOM$6.8M0.04%73,677CommonSOLE
316773100FITBFIFTH THIRD BANCORP$6.8M0.04%174,080CommonSOLE
Y2573F102FLEXFLEX LTD$6.8M0.04%205,850CommonSOLE
690742101OCOWENS CORNING$6.8M0.04%47,629CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A$6.8M0.04%161,249CommonSOLE
646025106NJRNEW JERSEY RESOURCES CORP$6.8M0.04%138,465CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$6.8M0.04%113,066CommonSOLE
G3198U102ESNTESSENT GROUP LTD$6.8M0.04%117,083CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$6.8M0.04%139,549CommonSOLE
92338C103VLTOVERALTO CORP$6.7M0.04%69,060CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6.7M0.04%44,929CommonSOLE
857477103STTSTATE STREET CORP$6.7M0.04%74,998CommonSOLE
427866108HSYHERSHEY FOODS$6.7M0.04%39,213CommonSOLE
754730109RJFRAYMOND JAMES INC$6.7M0.04%48,223CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$6.7M0.04%191,387CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6.7M0.04%26,981CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$6.7M0.04%39,948CommonSOLE
231561101CWCURTISS WRIGHT CORP$6.6M0.04%20,922CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$6.6M0.04%59,707CommonSOLE
693506107PPGPPG INDUSTRIES INC$6.6M0.04%60,239CommonSOLE
G7496G103RNRRENAISSANCERE HOLDING LTD$6.6M0.04%27,386CommonSOLE
466313103JBLJABIL INC$6.6M0.04%48,287CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$6.6M0.04%59,113CommonSOLE
253393102DKSDICKS SPORTING INC$6.5M0.04%32,342CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT REIT INC$6.5M0.04%320,844CommonSOLE
34959J108FTVFORTIVE CORP$6.5M0.04%88,718CommonSOLE
49714P108KNSLKINSALE CAPITAL GROUP INC$6.4M0.03%13,244CommonSOLE
817565104SCISERVICE CORPORATION INTERNATIONAL$6.4M0.03%80,016CommonSOLE
592688105MTDMETTLER TOLEDO INC$6.4M0.03%5,434CommonSOLE
260557103DOWDOW INC$6.4M0.03%182,804CommonSOLE
433000106HIMSHIMS HERS HEALTH INC CLASS A$6.4M0.03%215,753CommonSOLE

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.