MondegarAI
MetLife Investment Management, LLC

Q3 2025 · 13F-HR

MetLife Investment Management, LLCholdings as filed

Filed 2025-11-13 · accession 0001628280-25-052086

$20.84B
Reported value
2,844
Positions
2025-09-30
Period end
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The Brief · MetLife Investment Management, LLC · Q3 2025

AI · grounded in 13F

MetLife Investment Management, LLC established a new position in NVDA valued at $1.32B. The fund also initiated new stakes in MSFT for $1.12B and AAPL for $1.10B. Additional new positions included AMZN at $586.21M and AVGO at $452.24M. Total assets under management for the period reached $20.84B across 2,844 positions.

Holdings as filed

First 500 of 2844

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$1.32B6.31%7,050,328CommonSOLE
594918104MSFTMICROSOFT CORP$1.12B5.38%2,165,694CommonSOLE
037833100AAPLAPPLE INC$1.10B5.27%4,311,733CommonSOLE
023135106AMZNAMAZON COM INC$586.2M2.81%2,669,820CommonSOLE
11135F101AVGOBROADCOM INC$452.2M2.17%1,370,801CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$448.5M2.15%610,763CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$391.4M1.88%1,610,198CommonSOLE
88160R101TSLATESLA INC$367.4M1.76%826,189CommonSOLE
02079K107GOOGALPHABET INC CLASS C$315.6M1.51%1,295,671CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CLASS B$228.8M1.10%455,165CommonSOLE
46625H100JPMJPMORGAN CHASE$215.4M1.03%682,725CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND INDEX FUN$182.5M0.88%2,313,200CommonSOLE
532457108LLYELI LILLY$179.5M0.86%235,300CommonSOLE
92826C839VVISA INC CLASS A$171.4M0.82%502,205CommonSOLE
64110L106NFLXNETFLIX INC$150.4M0.72%125,485CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$138.3M0.66%243,148CommonSOLE
68389X105ORCLORACLE CORP$137.7M0.66%489,571CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CLASS A$121.5M0.58%666,219CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$121.3M0.58%131,062CommonSOLE
00287Y109ABBVABBVIE INC$120.9M0.58%522,288CommonSOLE
30231G102XOMEXXON MOBIL CORP$119.4M0.57%1,058,960CommonSOLE
437076102HDHOME DEPOT INC$114.6M0.55%282,805CommonSOLE
931142103WMTWALMART INC$114.3M0.55%1,108,992CommonSOLE
478160104JNJJOHNSON & JOHNSON$110.8M0.53%597,523CommonSOLE
369604301GEGE AEROSPACE$94.1M0.45%312,762CommonSOLE
742718109PGPROCTER & GAMBLE$89.3M0.43%581,293CommonSOLE
060505104BACBANK OF AMERICA CORP$88.5M0.42%1,714,999CommonSOLE
78462F103SPYSPDR S&P ETF TRUST$86.0M0.41%129,100CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$77.6M0.37%224,787CommonSOLE
464287242LQDISHARES IBOXX $ INV GRADE CORPORAT$75.7M0.36%679,100CommonSOLE
166764100CVXCHEVRON CORP$74.1M0.36%477,452CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$72.3M0.35%447,056CommonSOLE
191216100KOCOCA-COLA$69.7M0.33%1,051,278CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$67.2M0.32%982,887CommonSOLE
949746101WMT2WELLS FARGO$66.7M0.32%795,192CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINES CO$65.2M0.31%231,109CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$62.6M0.30%386,241CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$60.4M0.29%75,844CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$59.9M0.29%611,561CommonSOLE
002824100ABTABBOTT LABORATORIES$57.8M0.28%431,690CommonSOLE
79466L302CRMSALESFORCE INC$57.3M0.28%241,780CommonSOLE
149123101CATCATERPILLAR INC$56.7M0.27%118,847CommonSOLE
81762P102NOWSERVICENOW INC$56.5M0.27%61,375CommonSOLE
461202103INTUINTUIT INC$56.0M0.27%82,045CommonSOLE
03831W108APPAPPLOVIN CORP CLASS A$56.0M0.27%77,922CommonSOLE
75513E105RTXRTX CORP$55.6M0.27%332,103CommonSOLE
G54950103LINLINDE PLC$55.3M0.27%116,359CommonSOLE
580135101MCDMCDONALDS CORP$54.4M0.26%178,993CommonSOLE
58933Y105MRKMERCK & CO INC$52.0M0.25%620,110CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$51.3M0.25%9,494CommonSOLE
254687106DISWALT DISNEY$51.1M0.25%446,317CommonSOLE
512807306LRCXLAM RESEARCH CORP$50.2M0.24%374,785CommonSOLE
00206R102TAT&T INC$50.0M0.24%1,771,885CommonSOLE
36828A101GEVGE VERNOVA INC$49.5M0.24%80,511CommonSOLE
713448108PEPPEPSICO INC$49.0M0.23%348,597CommonSOLE
172967424CCITIGROUP INC$47.9M0.23%471,943CommonSOLE
617446448MSMORGAN STANLEY$47.7M0.23%299,995CommonSOLE
025816109AXPAMERICAN EXPRESS$47.6M0.23%143,313CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$47.3M0.23%105,820CommonSOLE
747525103QCOMQUALCOMM INC$46.5M0.22%279,324CommonSOLE
595112103MUMICRON TECHNOLOGY INC$46.5M0.22%277,645CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$46.0M0.22%1,046,269CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$45.7M0.22%489,400CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$45.4M0.22%93,694CommonSOLE
882508104TXNTEXAS INSTRUMENT INC$44.7M0.21%243,175CommonSOLE
032095101APHAMPHENOL CORP CLASS A$44.5M0.21%359,774CommonSOLE
040413205ANETARISTA NETWORKS INC$44.4M0.21%304,580CommonSOLE
00724F101ADBEADOBE INC$44.2M0.21%125,429CommonSOLE
872540109TJXTJX INC$43.8M0.21%303,333CommonSOLE
031162100AMGNAMGEN INC$43.0M0.21%152,356CommonSOLE
038222105AMATAPPLIED MATERIAL INC$43.0M0.21%209,879CommonSOLE
482480100KLACKLA CORP$42.1M0.20%39,066CommonSOLE
09290D101BLKBLACKROCK INC$41.8M0.20%35,878CommonSOLE
097023105BABOEING$41.4M0.20%191,946CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$41.1M0.20%430,429CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$40.0M0.19%196,645CommonSOLE
65339F101NEENEXTERA ENERGY INC$38.6M0.19%510,998CommonSOLE
G1151C101ACNACCENTURE PLC CLASS A$38.1M0.18%154,594CommonSOLE
78409V104SPGIS&P GLOBAL INC$37.7M0.18%77,447CommonSOLE
09260D107BXBLACKSTONE INC$37.2M0.18%217,455CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$37.1M0.18%379,603CommonSOLE
458140100INTCINTEL CORPORATION CORP$36.4M0.17%1,085,901CommonSOLE
743315103PGRPROGRESSIVE CORP$36.3M0.17%146,838CommonSOLE
G29183103ETNEATON PLC$36.2M0.17%96,637CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC CLASS A$36.0M0.17%73,325CommonSOLE
375558103GILDGILEAD SCIENCES INC$35.9M0.17%323,817CommonSOLE
717081103PFEPFIZER INC$35.9M0.17%1,410,618CommonSOLE
907818108UNPUNION PACIFIC CORP$35.3M0.17%149,461CommonSOLE
548661107LOWLOWES COMPANIES INC$34.9M0.17%139,055CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$34.8M0.17%118,427CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$33.7M0.16%158,490CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$33.2M0.16%157,546CommonSOLE
863667101SYKSTRYKER CORP$33.1M0.16%89,567CommonSOLE
95040Q104WELLWELLTOWER INC$32.9M0.16%184,674CommonSOLE
235851102DHRDANAHER CORP$31.4M0.15%158,133CommonSOLE
G5960L103MDTMEDTRONIC PLC$30.3M0.15%317,922CommonSOLE
032654105ADIANALOG DEVICES INC$30.3M0.15%123,125CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$29.7M0.14%75,807CommonSOLE
25809K105DASHDOORDASH INC CLASS A$29.6M0.14%108,645CommonSOLE
74340W103PLDPROLOGIS REIT INC$29.3M0.14%256,237CommonSOLE
20825C104COPCONOCOPHILLIPS$29.3M0.14%310,165CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$28.7M0.14%913,423CommonSOLE
872590104TMUST MOBILE US INC$28.6M0.14%119,575CommonSOLE
244199105DEDEERE$28.5M0.14%62,369CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$28.3M0.14%80,537CommonSOLE
58155Q103MCKMCKESSON CORP$28.1M0.13%36,367CommonSOLE
770700102HOODROBINHOOD MARKETS INC CLASS A$28.1M0.13%196,158CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$27.8M0.13%65,773CommonSOLE
02209S103MOALTRIA GROUP INC$27.5M0.13%416,926CommonSOLE
004498101ACIWACI WORLDWIDE INC$27.2M0.13%514,635CommonSOLE
192108504CDECOEUR MINING INC$26.9M0.13%1,434,975CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$26.9M0.13%53,785CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$26.7M0.13%247,676CommonSOLE
03027X100AMTAMERICAN TOWER REIT CORP$26.6M0.13%138,322CommonSOLE
H1467J104CBCHUBB LTD$26.0M0.12%92,021CommonSOLE
842587107SOSOUTHERN$25.9M0.12%272,971CommonSOLE
871607107SNPSSYNOPSYS INC$25.8M0.12%52,322CommonSOLE
750917106RMBSRAMBUS INC$25.6M0.12%245,812CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$25.5M0.12%77,528CommonSOLE
45073V108ITTITT INC$25.4M0.12%142,040CommonSOLE
50050N103KTBKONTOOR BRANDS INC$25.3M0.12%317,247CommonSOLE
571748102MRSHMARSH & MCLENNAN INC$25.1M0.12%124,783CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$25.1M0.12%341,669CommonSOLE
855244109SBUXSTARBUCKS CORP$24.5M0.12%289,169CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP INC$24.3M0.12%300,026CommonSOLE
94106L109WMWASTE MANAGEMENT INC$24.2M0.12%109,460CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP LTD$24.2M0.12%74,688CommonSOLE
12572Q105CMECME GROUP INC CLASS A$24.2M0.12%89,402CommonSOLE
701094104PHPARKER-HANNIFIN CORP$24.0M0.12%31,721CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$24.0M0.12%197,318CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$23.9M0.11%141,994CommonSOLE
26441C204DUKDUKE ENERGY CORP$23.9M0.11%192,947CommonSOLE
589378108MRCYMERCURY SYSTEMS INC$23.8M0.11%306,906CommonSOLE
126650100CVSCVS HEALTH CORP$23.7M0.11%314,428CommonSOLE
343412102FLRFLUOR CORP$23.6M0.11%561,880CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$23.6M0.11%523,636CommonSOLE
824348106SHWSHERWIN WILLIAMS$23.4M0.11%67,570CommonSOLE
443201108HWMHOWMET AEROSPACE INC$23.3M0.11%118,974CommonSOLE
48251W104KKRKKR AND CO INC$23.1M0.11%178,086CommonSOLE
651639106NEMNEWMONT$23.0M0.11%272,547CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$22.9M0.11%366,520CommonSOLE
61945C103MOSMOSAIC$22.5M0.11%649,948CommonSOLE
989701107ZIONZIONS BANCORPORATION$22.5M0.11%398,210CommonSOLE
84472E106SSBSOUTHSTATE BANK CORP$22.5M0.11%227,376CommonSOLE
G0403H108AONAON PLC CLASS A$22.3M0.11%62,591CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CORP$22.1M0.11%627,054CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$22.1M0.11%423,214CommonSOLE
615369105MCOMOODYS CORP$21.8M0.10%45,663CommonSOLE
00912X302ALAIR LEASE CORP CLASS A$21.6M0.10%339,622CommonSOLE
464287655IWMISHARES RUSSELL ETF$21.6M0.10%89,294CommonSOLE
369550108GDGENERAL DYNAMICS CORP$21.4M0.10%62,648CommonSOLE
G39108108GTESGATES INDUSTRIAL PLC$21.3M0.10%858,102CommonSOLE
G01767105ALKSALKERMES$21.2M0.10%707,196CommonSOLE
29444U700EQIXEQUINIX REIT INC$21.2M0.10%27,023CommonSOLE
88579Y101MMM3M$21.1M0.10%136,227CommonSOLE
172908105CTASCINTAS CORP$20.8M0.10%101,288CommonSOLE
87161C501SYU1SYNOVUS FINANCIAL CORP$20.7M0.10%422,119CommonSOLE
654106103NKENIKE INC CLASS B$20.5M0.10%294,249CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$20.4M0.10%44,664CommonSOLE
477839104JBTMJBT MAREL CORP$20.4M0.10%145,221CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$20.4M0.10%33,415CommonSOLE
938824109WAFDWAFD INC$20.2M0.10%667,174CommonSOLE
379577208GMEDGLOBUS MEDICAL INC CLASS A$20.1M0.10%351,478CommonSOLE
052769106ADSKAUTODESK INC$20.1M0.10%63,168CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC CLASS A$20.1M0.10%321,076CommonSOLE
363576109AJGARTHUR J GALLAGHER$19.9M0.10%64,291CommonSOLE
313745101FRTFEDERAL REALTY INVESTMENT TRUST RE$19.9M0.10%196,208CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP INC$19.6M0.09%97,731CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES INC$19.4M0.09%114,161CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDINGS INC$19.4M0.09%151,048CommonSOLE
969457100WMBWILLIAMS INC$19.4M0.09%305,996CommonSOLE
125523100CICIGNA$19.4M0.09%67,165CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$19.3M0.09%177,413CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$19.2M0.09%437,158CommonSOLE
629377508NRGNRG ENERGY INC$19.2M0.09%118,739CommonSOLE
000899104ADMAADMA BIOLOGICS INC$19.2M0.09%1,310,034CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$19.2M0.09%56,819CommonSOLE
537008104LFUSLITTELFUSE INC$19.1M0.09%73,874CommonSOLE
26856L103ELFELF BEAUTY INC$19.0M0.09%143,512CommonSOLE
893641100TDGTRANSDIGM GROUP INC$19.0M0.09%14,425CommonSOLE
03674X106ARANTERO RESOURCES CORP$18.7M0.09%557,572CommonSOLE
92840M102VSTVISTRA CORP$18.7M0.09%95,371CommonSOLE
902973304USBUS BANCORP$18.7M0.09%386,213CommonSOLE
09257W100BXMTBLACKSTONE MORTGAGE TRUST REIT CLA$18.6M0.09%1,010,092CommonSOLE
98978V103ZTSZOETIS INC CLASS A$18.6M0.09%126,865CommonSOLE
98585X104YETIYETI HOLDINGS INC$18.6M0.09%559,336CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC$18.5M0.09%421,013CommonSOLE
452308109ITWILLINOIS TOOL INC$18.5M0.09%70,823CommonSOLE
59001A102MTHMERITAGE CORP$18.4M0.09%253,761CommonSOLE
G48833118WFRDWEATHERFORD INTERNATIONAL PLC$18.4M0.09%268,362CommonSOLE
053332102AZOAUTOZONE INC$18.4M0.09%4,278CommonSOLE
291011104EMREMERSON ELECTRIC$18.3M0.09%139,653CommonSOLE
337738108FISVFISERV INC$18.3M0.09%141,905CommonSOLE
534187109LNCLINCOLN NATIONAL CORP$18.2M0.09%451,771CommonSOLE
26817Q886DXDYNEX CAPITAL REIT INC$18.2M0.09%1,482,466CommonSOLE
278865100ECLECOLAB INC$18.1M0.09%66,134CommonSOLE
40412C101HCAHCA HEALTHCARE INC$18.1M0.09%42,471CommonSOLE
036752103ELVELEVANCE HEALTH INC$18.1M0.09%55,887CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$18.0M0.09%69,211CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PLC$17.9M0.09%162,458CommonSOLE
464287614IWFISHARES RUSSELL GROWTH$17.8M0.09%38,000CommonSOLE
52110M109LAZLAZARD INC$17.8M0.09%336,328CommonSOLE
03073E105CORCENCORA INC$17.7M0.08%56,595CommonSOLE
896215209TRSTRIMAS CORP$17.6M0.08%455,444CommonSOLE
74762E102QUREQUANTA SERVICES INC$17.5M0.08%42,347CommonSOLE
828806109SPGSIMON PROPERTY GROUP REIT INC$17.5M0.08%93,507CommonSOLE
194162103CLCOLGATE-PALMOLIVE$17.5M0.08%218,500CommonSOLE
09239B109BLBLACKLINE INC$17.2M0.08%323,287CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP INC$17.1M0.08%291,340CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$16.9M0.08%24,249CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$16.9M0.08%126,964CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$16.7M0.08%55,691CommonSOLE
571903202MARMARRIOTT INTERNATIONAL INC CLASS A$16.7M0.08%64,213CommonSOLE
011659109ALKALASKA AIR GROUP INC$16.7M0.08%335,719CommonSOLE
45378A106IRTINDEPENDENCE REALTY INC TRUST$16.7M0.08%1,019,237CommonSOLE
66765N105NWNNORTHWEST NATURAL HOLDING COMPANY$16.7M0.08%370,900CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP INC$16.6M0.08%1,064,276CommonSOLE
50077B207KTOSKRATOS DEFENSE AND SECURITY SOLUTI$16.5M0.08%180,492CommonSOLE
05464C101AXONAXON ENTERPRISE INC$16.5M0.08%22,947CommonSOLE
116794108BRKRBRUKER CORP$16.4M0.08%505,845CommonSOLE
126408103CSXCSX CORP$16.4M0.08%462,776CommonSOLE
35138V102FOXFFOX FACTORY HOLDING CORP$16.4M0.08%675,330CommonSOLE
19247A100CNSCOHEN & STEERS INC$16.4M0.08%249,875CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$16.3M0.08%19,735CommonSOLE
G0750C108AXTAAXALTA COATING SYSTEMS LTD$16.2M0.08%565,546CommonSOLE
311900104FASTFASTENAL$16.2M0.08%329,394CommonSOLE
34959E109FTNTFORTINET INC$16.1M0.08%191,481CommonSOLE
90984P303UCBUNITED COMMUNITY BANKS INC$16.1M0.08%512,708CommonSOLE
02081G201ATECALPHATEC HOLDNGS INC$16.0M0.08%1,099,421CommonSOLE
74967X103RHRH$15.9M0.08%78,475CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$15.9M0.08%237,065CommonSOLE
219350105GLWCORNING INC$15.9M0.08%193,432CommonSOLE
219798105QDELQUIDELORTHO CORP$15.8M0.08%534,908CommonSOLE
500643200KFYKORN FERRY$15.7M0.08%224,936CommonSOLE
85254J102STAGSTAG INDUSTRIAL REIT INC$15.7M0.08%443,993CommonSOLE
89417E113TRAVELERS COMPANIES INC$15.6M0.07%55,876CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15.5M0.07%396,220CommonSOLE
767292105RIOTRIOT PLATFORMS INC$15.4M0.07%810,366CommonSOLE
63633D104NHINATIONAL HEALTH INVESTORS REIT INC$15.4M0.07%193,270CommonSOLE
009066101ABNBAIRBNB INC CLASS A$15.4M0.07%126,533CommonSOLE
98138H101WDAYWORKDAY INC CLASS A$15.4M0.07%63,767CommonSOLE
253868103DLRDIGITAL REALTY TRUST REIT INC$15.4M0.07%88,793CommonSOLE
756109104OREALTY INCOME REIT CORP$15.3M0.07%252,281CommonSOLE
49803T300KRGKITE REALTY GROUP TRUST REIT$15.3M0.07%685,019CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CLASS B$15.3M0.07%182,589CommonSOLE
911363109URIUNITED RENTALS INC$15.2M0.07%15,965CommonSOLE
26875P101EOGEOG RESOURCES INC$15.2M0.07%135,477CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$15.1M0.07%23,686CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS INC$15.1M0.07%55,213CommonSOLE
109194100BFAMBRIGHT HORIZONS FAMILY SOLUTIONS I$15.0M0.07%138,479CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$15.0M0.07%500,037CommonSOLE
G87052109TELTE CONNECTIVITY PLC$15.0M0.07%68,386CommonSOLE
64119V303NTSTNETSTREIT CORP$15.0M0.07%830,512CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$15.0M0.07%807,884CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER INC$14.9M0.07%132,692CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES INC$14.6M0.07%173,245CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$14.6M0.07%319,939CommonSOLE
91823B109UWMCUWM HOLDINGS CORP CLASS A$14.6M0.07%2,396,916CommonSOLE
14888U101CPRXCATALYST PHARMACEUTICALS INC$14.6M0.07%739,668CommonSOLE
816851109SRESEMPRA$14.6M0.07%161,893CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$14.5M0.07%75,486CommonSOLE
458334109IPARINTERPARFUMS INC$14.5M0.07%147,071CommonSOLE
231021106CMICUMMINS INC$14.4M0.07%34,185CommonSOLE
74624M102PPURE STORAGE INC CLASS A$14.4M0.07%172,195CommonSOLE
37045V100GMGENERAL MOTORS$14.4M0.07%236,225CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$14.2M0.07%25,318CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$14.2M0.07%46,416CommonSOLE
G3323L100FNFABRINET$14.1M0.07%38,781CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$14.1M0.07%209,632CommonSOLE
06652V208BANRBANNER CORP$14.0M0.07%214,406CommonSOLE
020002101ALLALLSTATE CORP$14.0M0.07%65,384CommonSOLE
44930G107ICUIICU MEDICAL INC$14.0M0.07%116,580CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$14.0M0.07%356,148CommonSOLE
78467Y107MDYSPDR S&P MIDCAP ETF TRUST$13.9M0.07%23,300CommonSOLE
718546104PSXPHILLIPS$13.8M0.07%101,706CommonSOLE
737630103PCHPOTLATCHDELTIC CORP$13.7M0.07%337,298CommonSOLE
49456B101KMIKINDER MORGAN INC$13.7M0.07%484,996CommonSOLE
03076C106AMPAMERIPRISE FINANCE INC$13.5M0.06%27,520CommonSOLE
23804L103DDOGDATADOG INC CLASS A$13.5M0.06%94,567CommonSOLE
001055102AFLAFLAC INC$13.4M0.06%119,524CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$13.3M0.06%26,697CommonSOLE
075887109BDXBECTON DICKINSON$13.3M0.06%71,105CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$13.3M0.06%58,348CommonSOLE
91913Y100VLOVALERO ENERGY CORP$13.1M0.06%77,101CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP CLASS A$13.1M0.06%319,027CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$13.0M0.06%856,878CommonSOLE
25746U109DDOMINION ENERGY INC$13.0M0.06%211,749CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$12.9M0.06%14,050CommonSOLE
806857108SLBSCHLUMBERGER NV$12.9M0.06%375,921CommonSOLE
74460D109PSAPUBLIC STORAGE REIT$12.9M0.06%44,586CommonSOLE
778296103ROSTROSS STORES INC$12.8M0.06%84,115CommonSOLE
693718108PCARPACCAR INC$12.8M0.06%130,123CommonSOLE
T9224W109STVNSTEVANATO GROUP$12.7M0.06%493,843CommonSOLE
31428X106FDXFEDEX CORP$12.7M0.06%53,802CommonSOLE
19247G107COHRCOHERENT CORP$12.6M0.06%116,603CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$12.5M0.06%85,973CommonSOLE
G87110105FTITECHNIPFMC PLC$12.5M0.06%315,699CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$12.4M0.06%1,381,217CommonSOLE
H42097107UBSUBS GROUP AG$12.3M0.06%298,912CommonSOLE
433000106HIMSHIMS HERS HEALTH INC CLASS A$12.2M0.06%214,635CommonSOLE
52736R102LEVILEVI STRAUSS CLASS A$12.2M0.06%521,847CommonSOLE
384802104GWWWW GRAINGER INC$12.1M0.06%12,717CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$12.0M0.06%319,609CommonSOLE
934423104WBDWARNER BROS. DISCOVERY INC SERIES$11.9M0.06%611,836CommonSOLE
05722G100BKRBAKER HUGHES CLASS A$11.9M0.06%244,708CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE INC$11.9M0.06%46,095CommonSOLE
55354G100MSCIMSCI INC$11.9M0.06%20,913CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$11.8M0.06%198,371CommonSOLE
98389B100XELXCEL ENERGY INC$11.8M0.06%146,747CommonSOLE
576485205MTDRMATADOR RESOURCES$11.8M0.06%263,181CommonSOLE
01748X102ALGTALLEGIANT TRAVEL$11.8M0.06%193,570CommonSOLE
983793100XPOXPO INC$11.8M0.06%90,928CommonSOLE
65290E101NXTNEXTRACKER INC CLASS A$11.7M0.06%158,518CommonSOLE
12504L109CBRECBRE GROUP INC CLASS A$11.7M0.06%74,337CommonSOLE
217204106CPRTCOPART INC$11.7M0.06%259,633CommonSOLE
67098H104OIO I GLASS INC$11.7M0.06%898,802CommonSOLE
23331A109DHID R HORTON INC$11.6M0.06%68,607CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS PLC$11.6M0.06%49,221CommonSOLE
345370860FFORD MOTOR$11.6M0.06%969,812CommonSOLE
760759100RSGREPUBLIC SERVICES INC$11.6M0.06%50,347CommonSOLE
889478103TOLTOLL BROTHERS INC$11.5M0.06%83,409CommonSOLE
682680103OKEONEOK INC$11.4M0.05%156,605CommonSOLE
59156R108METMETLIFE INC$11.4M0.05%138,658CommonSOLE
22052L104CTVACORTEVA INC$11.4M0.05%168,578CommonSOLE
285512109EAELECTRONIC ARTS INC$11.4M0.05%56,309CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$11.3M0.05%145,475CommonSOLE
30161N101EXCEXELON CORP$11.3M0.05%250,608CommonSOLE
Y2573F102FLEXFLEX LTD$11.2M0.05%192,878CommonSOLE
988498101YUMYUM BRANDS INC$11.1M0.05%73,313CommonSOLE
278768106SATSECHOSTAR CORP CLASS A$11.1M0.05%145,584CommonSOLE
675234108OCFCOCEANFIRST FINANCIAL CORP$11.1M0.05%630,773CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$11.0M0.05%19,371CommonSOLE
494368103KMBKIMBERLY CLARK CORP$10.9M0.05%87,993CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$10.9M0.05%77,163CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$10.9M0.05%47,232CommonSOLE
008073108AVAVAEROVIRONMENT INC$10.8M0.05%34,444CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$10.8M0.05%137,825CommonSOLE
704326107PAYXPAYCHEX INC$10.8M0.05%85,198CommonSOLE
871829107SYYSYSCO CORP$10.8M0.05%130,903CommonSOLE
031100100AMEAMETEK INC$10.8M0.05%57,293CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$10.6M0.05%63,552CommonSOLE
29358P101ENSGENSIGN GROUP INC$10.6M0.05%61,402CommonSOLE
171779309CIENCIENA CORP$10.6M0.05%72,655CommonSOLE
093712107BEBLOOM ENERGY CLASS A CORP$10.5M0.05%124,734CommonSOLE
852234103XYZBLOCK INC CLASS A$10.5M0.05%145,815CommonSOLE
231561101CWCURTISS WRIGHT CORP$10.5M0.05%19,365CommonSOLE
02005N100ALLYALLY FINANCIAL INC$10.5M0.05%267,302CommonSOLE
67059N108NTNXNUTANIX INC CLASS A$10.5M0.05%140,541CommonSOLE
22822V101CCICROWN CASTLE INC$10.4M0.05%108,018CommonSOLE
74935Q107RBARB GLOBAL INC$10.4M0.05%95,925CommonSOLE
761152107RMDRESMED INC$10.4M0.05%37,954CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROUP IN$10.3M0.05%123,834CommonSOLE
958102105WDCWESTERN DIGITAL CORP$10.3M0.05%86,061CommonSOLE
29364G103ETRENTERGY CORP$10.3M0.05%110,760CommonSOLE
278642103EBAYEBAY INC$10.3M0.05%113,447CommonSOLE
303250104FICOFAIR ISAAC CORP$10.3M0.05%6,865CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$10.2M0.05%64,921CommonSOLE
501044101KRKROGER$10.2M0.05%150,887CommonSOLE
87612E110TGTTARGET CORP$10.1M0.05%112,736CommonSOLE
929160109VMCVULCAN MATERIALS$10.1M0.05%32,785CommonSOLE
H2906T109GRMNGARMIN LTD$10.0M0.05%40,586CommonSOLE
87422Q109TLNTALEN ENERGY CORP$10.0M0.05%23,477CommonSOLE
512816109LAMRLAMAR ADVERTISING COMPANY CLASS A$10.0M0.05%81,319CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$9.9M0.05%28,340CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$9.9M0.05%117,322CommonSOLE
46222L108IONQIONQ INC$9.9M0.05%160,791CommonSOLE
631103108NDAQNASDAQ INC$9.9M0.05%111,786CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$9.7M0.05%23,233CommonSOLE
466313103JBLJABIL INC$9.7M0.05%44,809CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$9.7M0.05%38,647CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$9.7M0.05%48,343CommonSOLE
125896100CMSCMS ENERGY CORP$9.6M0.05%131,220CommonSOLE
925652109VICIVICI PPTYS INC$9.6M0.05%294,261CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$9.4M0.05%14,960CommonSOLE
65473P105NINISOURCE INC$9.4M0.05%216,949CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$9.3M0.04%219,442CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$9.3M0.04%69,756CommonSOLE
277276101EGPEASTGROUP PROPERTIES REIT INC$9.2M0.04%54,601CommonSOLE
49427F108KRCKILROY REALTY REIT CORP$9.2M0.04%218,267CommonSOLE
88033G407THCTENET HEALTHCARE CORP$9.2M0.04%45,391CommonSOLE
902788108UMBFUMB FINANCIAL CORP$9.2M0.04%77,871CommonSOLE
92939U106WECWEC ENERGY GROUP INC$9.1M0.04%79,816CommonSOLE
256746108DLTRDOLLAR TREE INC$9.1M0.04%96,891CommonSOLE
247361702DALDELTA AIR LINES INC$9.1M0.04%160,991CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9.1M0.04%89,645CommonSOLE
204166102CVLTCOMMVAULT SYSTEMS INC$9.1M0.04%48,063CommonSOLE
22160N109CSGPCOSTAR GROUP INC$9.1M0.04%107,461CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$9.1M0.04%87,378CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$9.0M0.04%70,493CommonSOLE
209115104EDCONSOLIDATED EDISON INC$9.0M0.04%89,478CommonSOLE
460146103IPINTERNATIONAL PAPER$9.0M0.04%192,927CommonSOLE
892356106TSCOTRACTOR SUPPLY$8.9M0.04%156,688CommonSOLE
122017106BURLBURLINGTON STORES INC$8.9M0.04%35,012CommonSOLE
98419M100XYLXYLEM INC$8.9M0.04%60,390CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$8.9M0.04%97,421CommonSOLE
229663109CUBECUBESMART REIT$8.9M0.04%218,848CommonSOLE
00766T100ACMAECOM$8.9M0.04%68,072CommonSOLE
912008109USFDUS FOODS HOLDING CORP$8.9M0.04%115,808CommonSOLE
42226A107HQYHEALTHEQUITY INC$8.8M0.04%93,000CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$8.8M0.04%47,734CommonSOLE
59522J103MAAMID AMERICA APARTMENT COMMUNITIES$8.8M0.04%62,958CommonSOLE
92276F100VTRVENTAS REIT INC$8.8M0.04%125,455CommonSOLE
G3223R108EGEVEREST GROUP LTD$8.8M0.04%25,006CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$8.6M0.04%133,702CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$8.6M0.04%335,994CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SERV$8.6M0.04%129,679CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$8.5M0.04%131,000CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$8.5M0.04%168,212CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$8.5M0.04%160,567CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$8.5M0.04%113,297CommonSOLE
929740108WABWESTINGHOUSE AIR BRAKE TECHNOLOGIE$8.5M0.04%42,390CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP$8.5M0.04%81,276CommonSOLE
26884L109EQTEQT CORP$8.4M0.04%154,795CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$8.4M0.04%178,083CommonSOLE
14316J108CGCARLYLE GROUP INC$8.4M0.04%133,873CommonSOLE
89400J107TRUTRANSUNION$8.4M0.04%100,125CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$8.4M0.04%24,209CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$8.4M0.04%92,106CommonSOLE
758750103RRXREGAL REXNORD CORP$8.3M0.04%57,950CommonSOLE
46284V101IRMIRON MOUNTAIN INC$8.3M0.04%81,512CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC CLASS$8.3M0.04%29,728CommonSOLE
680033107ONBOLD NATIONAL BANCORP$8.3M0.04%377,152CommonSOLE
30225T102EXREXTRA SPACE STORAGE REIT INC$8.3M0.04%58,576CommonSOLE
143658300CCL1EURCARNIVAL CORP$8.2M0.04%285,082CommonSOLE
69331C108PCGPG&E CORP$8.2M0.04%545,231CommonSOLE
268150109DTDYNATRACE INC$8.2M0.04%168,741CommonSOLE
857477103STTSTATE STREET CORP$8.2M0.04%70,375CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$8.2M0.04%82,755CommonSOLE
679295105OKTAOKTA INC CLASS A$8.2M0.04%88,950CommonSOLE
294429105EFXEQUIFAX INC$8.1M0.04%31,733CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS COR$8.1M0.04%121,266CommonSOLE
127190304CACICACI INTERNATIONAL INC CLASS A$8.1M0.04%16,277CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS INC$8.1M0.04%34,064CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$8.1M0.04%103,885CommonSOLE
92936U109WPCW. P. CAREY REIT INC$8.0M0.04%118,649CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$8.0M0.04%42,160CommonSOLE
256163106DOCUDOCUSIGN INC$8.0M0.04%111,021CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$8.0M0.04%325,566CommonSOLE
90138F102TWLOTWILIO INC CLASS A$8.0M0.04%79,805CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL INC$7.9M0.04%131,356CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$7.8M0.04%155,898CommonSOLE
252131107DXCMDEXCOM INC$7.8M0.04%115,792CommonSOLE
980745103WWDWOODWARD INC$7.8M0.04%30,811CommonSOLE
749685103RPMRPM INTERNATIONAL INC$7.8M0.04%65,962CommonSOLE
444859102HUMHUMANA INC$7.8M0.04%29,849CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$7.8M0.04%80,350CommonSOLE
49177J102KVUEKENVUE INC$7.7M0.04%475,841CommonSOLE
670346105NUENUCOR CORP$7.7M0.04%56,950CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.7M0.04%54,861CommonSOLE
29084Q100EMEEMCOR GROUP INC$7.7M0.04%11,824CommonSOLE
55261F104MTBM&T BANK CORP$7.7M0.04%38,776CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP INC CLAS$7.7M0.04%111,280CommonSOLE
253393102DKSDICKS SPORTING INC$7.6M0.04%34,304CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT INC$7.6M0.04%46,633CommonSOLE
754730109RJFRAYMOND JAMES INC$7.6M0.04%44,116CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD$7.6M0.04%308,535CommonSOLE
71424F105PRPERMIAN RESOURCES CORP CLASS A$7.6M0.04%593,310CommonSOLE
759509102RSRELIANCE INC$7.6M0.04%27,036CommonSOLE
053484101AVBAVALONBAY COMMUNITIES REIT INC$7.6M0.04%39,265CommonSOLE
12740C103CADECADENCE BANK$7.6M0.04%201,262CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$7.5M0.04%70,819CommonSOLE
452327109ILMNILLUMINA INC$7.5M0.04%79,073CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$7.5M0.04%35,100CommonSOLE
45687V106IRINGERSOLL RAND INC$7.5M0.04%90,435CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$7.5M0.04%42,700CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$7.4M0.04%24,952CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.3M0.04%164,290CommonSOLE
29362U104ENTGENTEGRIS INC$7.3M0.04%79,047CommonSOLE
142339100CSLCARLISLE COMPANIES INC$7.3M0.03%22,165CommonSOLE
233331107DTEDTE ENERGY$7.3M0.03%51,497CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$7.3M0.03%66,804CommonSOLE
942622200WSOWATSCO INC$7.3M0.03%17,939CommonSOLE
384109104GGGGRACO INC$7.2M0.03%85,169CommonSOLE
464287598IWDISHARES RUSSELL VALUE ETF TRUST$7.2M0.03%35,300CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIES REIT$7.1M0.03%153,190CommonSOLE
26603R106DUOLDUOLINGO INC CLASS A$7.1M0.03%22,147CommonSOLE
039483102ADMARCHER DANIELS MIDLAND$7.1M0.03%119,167CommonSOLE
526057104LENLENNAR A CORP CLASS A$7.1M0.03%56,406CommonSOLE
02156V109OKLOOKLO INC CLASS A$7.1M0.03%63,258CommonSOLE
92338C103VLTOVERALTO CORP$7.0M0.03%65,886CommonSOLE
427866108HSYHERSHEY FOODS$7.0M0.03%37,539CommonSOLE
23282W605CYTKCYTOKINETICS INC$7.0M0.03%127,590CommonSOLE
023608102AEEAMEREN CORP$7.0M0.03%67,082CommonSOLE
201723103CMCCOMMERCIAL METALS$7.0M0.03%122,088CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$7.0M0.03%105,660CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$7.0M0.03%33,910CommonSOLE
115236101BROBROWN & BROWN INC$6.9M0.03%73,859CommonSOLE
876030107TPRTAPESTRY INC$6.9M0.03%60,595CommonSOLE
576323109MTZMASTEC INC$6.8M0.03%32,146CommonSOLE
69351T106PPLPPL CORP$6.8M0.03%183,494CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$6.8M0.03%11,629CommonSOLE
049560105ATOATMOS ENERGY CORP$6.8M0.03%39,788CommonSOLE
780287108RGLDROYAL GOLD INC$6.8M0.03%33,833CommonSOLE
361448103GATXGATX CORP$6.8M0.03%38,745CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$6.8M0.03%42,650CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS REIT IN$6.7M0.03%159,751CommonSOLE
030420103AWKAMERICAN WATER WORKS INC$6.7M0.03%48,400CommonSOLE
G3198U102ESNTESSENT GROUP LTD$6.7M0.03%105,733CommonSOLE
370334104GISGENERAL MILLS INC$6.7M0.03%132,877CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$6.7M0.03%46,727CommonSOLE

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.