MondegarAI
MetLife Investment Management, LLC

Q4 2025 · 13F-HR

MetLife Investment Management, LLCholdings as filed

Filed 2026-02-12 · accession 0001628280-26-007786

$20.67B
Reported value
2,808
Positions
2025-12-31
Period end
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The Brief · MetLife Investment Management, LLC · Q4 2025

AI · grounded in 13F

MetLife Investment Management, LLC increased its position in SPY by 62.59%. The fund established a new position in RTX with a $58.9M investment, though it also closed a separate position in the same ticker totaling $55.6M. Additionally, the manager trimmed holdings in NVDA by 4.96% and MSFT by 4.53%.

Holdings as filed

First 500 of 2808

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$1.25B6.05%6,700,856CommonSOLE
037833100AAPLAPPLE INC$1.11B5.39%4,095,729CommonSOLE
594918104MSFTMICROSOFT CORP$999.9M4.84%2,067,593CommonSOLE
023135106AMZNAMAZON COM INC$599.6M2.90%2,597,718CommonSOLE
02079K305GOOGLALPHABET INC CLASS A$484.1M2.34%1,546,613CommonSOLE
11135F101AVGOBROADCOM INC$457.2M2.21%1,320,905CommonSOLE
30303M102METAMETA PLATFORMS INC CLASS A$396.2M1.92%600,216CommonSOLE
02079K107GOOGALPHABET INC CLASS C$389.1M1.88%1,239,837CommonSOLE
88160R101TSLATESLA INC$356.3M1.72%792,241CommonSOLE
532457108LLYELI LILLY$246.2M1.19%229,120CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CLASS B$221.0M1.07%439,769CommonSOLE
46625H100JPMJPMORGAN CHASE$210.2M1.02%652,503CommonSOLE
921937827BSVVANGUARD SHORT-TERM BOND INDEX FUN$184.1M0.89%2,336,000CommonSOLE
92826C839VVISA INC CLASS A$170.3M0.82%485,670CommonSOLE
78462F103SPYSPDR S&P ETF TRUST$143.1M0.69%209,900CommonSOLE
57636Q104MAMASTERCARD INC CLASS A$134.2M0.65%235,104CommonSOLE
30231G102XOMEXXON MOBIL CORP$121.7M0.59%1,011,084CommonSOLE
478160104JNJJOHNSON & JOHNSON$119.5M0.58%577,522CommonSOLE
931142103WMTWALMART INC$119.4M0.58%1,071,609CommonSOLE
00287Y109ABBVABBVIE INC$116.3M0.56%509,179CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CLASS A$115.8M0.56%651,303CommonSOLE
64110L106NFLXNETFLIX INC$114.4M0.55%1,220,166CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$110.1M0.53%127,659CommonSOLE
437076102HDHOME DEPOT INC$94.7M0.46%275,214CommonSOLE
68389X105ORCLORACLE CORP$94.4M0.46%484,402CommonSOLE
369604301GEGE AEROSPACE$93.3M0.45%302,782CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$93.2M0.45%435,417CommonSOLE
060505104BACBANK OF AMERICA CORP$89.9M0.44%1,634,899CommonSOLE
742718109PGPROCTER & GAMBLE$80.3M0.39%560,371CommonSOLE
595112103MUMICRON TECHNOLOGY INC$76.8M0.37%268,999CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$72.8M0.35%945,336CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$71.7M0.35%217,222CommonSOLE
191216100KOCOCA-COLA$71.3M0.34%1,019,995CommonSOLE
949746101WMT2WELLS FARGO$70.1M0.34%752,588CommonSOLE
166764100CVXCHEVRON CORP$69.1M0.33%453,414CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINES CO$66.4M0.32%224,008CommonSOLE
149123101CATCATERPILLAR INC$65.8M0.32%114,855CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$63.8M0.31%72,566CommonSOLE
58933Y105MRKMERCK & CO INC$62.7M0.30%595,616CommonSOLE
512807306LRCXLAM RESEARCH CORP$61.9M0.30%361,637CommonSOLE
79466L302CRMSALESFORCE INC$61.7M0.30%232,960CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL INC$59.9M0.29%373,185CommonSOLE
75513E101RTXRTX CORP$58.9M0.29%321,368CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$57.8M0.28%101,978CommonSOLE
464287242LQDISHARES IBOXX $ INV GRADE CORPORAT$55.7M0.27%505,600CommonSOLE
461202103INTUINTUIT INC$52.9M0.26%79,909CommonSOLE
580135101MCDMCDONALDS CORP$52.8M0.26%172,715CommonSOLE
002824100ABTABBOTT LABORATORIES$52.2M0.25%416,729CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$52.2M0.25%90,100CommonSOLE
038222105AMATAPPLIED MATERIAL INC$51.9M0.25%202,033CommonSOLE
172967424CCITIGROUP INC$51.8M0.25%443,976CommonSOLE
617446448MSMORGAN STANLEY$51.2M0.25%288,636CommonSOLE
36828A101GEVGE VERNOVA INC$51.1M0.25%78,262CommonSOLE
03831W108APPAPPLOVIN CORP CLASS A$51.1M0.25%75,859CommonSOLE
025816109AXPAMERICAN EXPRESS$50.8M0.25%137,391CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$49.3M0.24%9,209CommonSOLE
254687106DISWALT DISNEY$48.7M0.24%428,396CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$48.5M0.23%594,132CommonSOLE
031162100AMGNAMGEN INC$48.5M0.23%148,210CommonSOLE
713448108PEPPEPSICO INC$48.3M0.23%336,881CommonSOLE
G54950103LINLINDE PLC$47.7M0.23%111,984CommonSOLE
032095101APHAMPHENOL CORP CLASS A$47.6M0.23%352,209CommonSOLE
482480100KLACKLA CORP$46.0M0.22%37,848CommonSOLE
747525103QCOMQUALCOMM INC$46.0M0.22%268,805CommonSOLE
81762P102NOWSERVICENOW INC$45.7M0.22%298,454CommonSOLE
464287655IWMISHARES RUSSELL ETF$45.3M0.22%184,176CommonSOLE
872540109TJXTJX INC$45.1M0.22%293,855CommonSOLE
00724F101ADBEADOBE INC$42.2M0.20%120,496CommonSOLE
00206R102TAT&T INC$42.1M0.20%1,696,603CommonSOLE
097023105BABOEING$41.7M0.20%192,198CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$41.2M0.20%1,010,896CommonSOLE
464287614IWFISHARES RUSSELL GROWTH$41.0M0.20%86,600CommonSOLE
882508104TXNTEXAS INSTRUMENT INC$40.9M0.20%235,752CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$40.8M0.20%408,200CommonSOLE
65339F101NEENEXTERA ENERGY INC$40.1M0.19%499,311CommonSOLE
G1151C101ACNACCENTURE PLC CLASS A$39.9M0.19%148,759CommonSOLE
458140100INTCINTEL CORPORATION CORP$39.6M0.19%1,073,712CommonSOLE
040413205ANETARISTA NETWORKS INC$39.0M0.19%297,268CommonSOLE
78409V104SPGIS&P GLOBAL INC$38.8M0.19%74,203CommonSOLE
375558103GILDGILEAD SCIENCES INC$38.5M0.19%313,663CommonSOLE
09290D101BLKBLACKROCK INC$37.2M0.18%34,727CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$36.9M0.18%152,284CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$36.1M0.17%196,143CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$35.0M0.17%367,541CommonSOLE
235851102DHRDANAHER CORP$34.5M0.17%150,720CommonSOLE
95040Q104WELLWELLTOWER INC$34.1M0.16%183,644CommonSOLE
717081103PFEPFIZER INC$33.9M0.16%1,362,930CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC CLASS A$33.8M0.16%72,024CommonSOLE
907818108UNPUNION PACIFIC CORP$33.4M0.16%144,552CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$33.2M0.16%73,281CommonSOLE
09260D107BXBLACKSTONE INC$32.8M0.16%212,842CommonSOLE
548661107LOWLOWES COMPANIES INC$32.4M0.16%134,438CommonSOLE
743315103PGRPROGRESSIVE CORP$32.3M0.16%141,985CommonSOLE
032654105ADIANALOG DEVICES INC$32.0M0.15%118,003CommonSOLE
74340W103PLDPROLOGIS REIT INC$31.7M0.15%248,489CommonSOLE
78467Y107MDYSPDR S&P MIDCAP ETF TRUST$31.6M0.15%52,300CommonSOLE
863667101SYKSTRYKER CORP$30.5M0.15%86,779CommonSOLE
05464T104AXSMAXSOME THERAPEUTICS INC$30.1M0.15%164,871CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC$29.7M0.14%152,214CommonSOLE
G29183103ETNEATON PLC$29.7M0.14%93,166CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$29.6M0.14%115,223CommonSOLE
G5960L103MDTMEDTRONIC PLC$29.5M0.14%307,470CommonSOLE
58155Q103MCKMCKESSON CORP$28.9M0.14%35,210CommonSOLE
244199105DEDEERE$28.0M0.14%60,156CommonSOLE
20825C104COPCONOCOPHILLIPS$27.8M0.13%296,473CommonSOLE
H1467J104CBCHUBB LTD$27.4M0.13%87,732CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$27.3M0.13%506,961CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$27.0M0.13%401,731CommonSOLE
701094104PHPARKER-HANNIFIN CORP$26.6M0.13%30,258CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$26.5M0.13%74,879CommonSOLE
651639106NEMNEWMONT$26.1M0.13%261,721CommonSOLE
20030N101CMCSACOMCAST CORP CLASS A$26.0M0.13%870,939CommonSOLE
989701107ZIONZIONS BANCORPORATION$25.6M0.12%437,764CommonSOLE
379577208GMEDGLOBUS MEDICAL INC CLASS A$25.5M0.12%291,794CommonSOLE
000899104ADMAADMA BIOLOGICS INC$25.2M0.12%1,381,588CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$25.0M0.12%51,628CommonSOLE
45073V108ITTITT INC$24.9M0.12%143,575CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$24.9M0.12%63,927CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP INC$24.8M0.12%296,836CommonSOLE
477839104JBTMJBT MAREL CORP$24.8M0.12%164,508CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$24.5M0.12%78,422CommonSOLE
004498101ACIWACI WORLDWIDE INC$24.3M0.12%508,071CommonSOLE
25809K105DASHDOORDASH INC CLASS A$24.2M0.12%106,669CommonSOLE
126650100CVSCVS HEALTH CORP$24.1M0.12%304,033CommonSOLE
871607107SNPSSYNOPSYS INC$24.0M0.12%51,043CommonSOLE
410120109HWCHANCOCK WHITNEY CORP$23.9M0.12%375,574CommonSOLE
443201108HWMHOWMET AEROSPACE INC$23.7M0.11%115,700CommonSOLE
116794108BRKRBRUKER CORP$23.7M0.11%503,099CommonSOLE
03027X100AMTAMERICAN TOWER REIT CORP$23.7M0.11%134,773CommonSOLE
34965K107FTREFORTREA HOLDINGS INC$23.6M0.11%1,368,656CommonSOLE
12572Q105CMECME GROUP INC CLASS A$23.6M0.11%86,427CommonSOLE
855244109SBUXSTARBUCKS CORP$23.6M0.11%279,803CommonSOLE
94106L109WMWASTE MANAGEMENT INC$23.4M0.11%106,677CommonSOLE
872590104TMUST MOBILE US INC$23.4M0.11%115,311CommonSOLE
302081104EXLSEXLSERVICE HOLDINGS INC$23.3M0.11%548,990CommonSOLE
02209S103MOALTRIA GROUP INC$23.2M0.11%402,552CommonSOLE
842587107SOSOUTHERN$23.0M0.11%263,973CommonSOLE
98585X104YETIYETI HOLDINGS INC$22.7M0.11%513,652CommonSOLE
615369105MCOMOODYS CORP$22.6M0.11%44,309CommonSOLE
571748102MRSHMARSH & MCLENNAN INC$22.3M0.11%120,322CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$22.1M0.11%136,688CommonSOLE
750917106RMBSRAMBUS INC$22.1M0.11%240,162CommonSOLE
09257W100BXMTBLACKSTONE MORTGAGE TRUST REIT CLA$22.1M0.11%1,153,577CommonSOLE
48251W104KKRKKR AND CO INC$22.0M0.11%172,548CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CORP$22.0M0.11%623,041CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$21.9M0.11%239,657CommonSOLE
26441C204DUKDUKE ENERGY CORP$21.9M0.11%186,427CommonSOLE
770700102HOODROBINHOOD MARKETS INC CLASS A$21.8M0.11%192,525CommonSOLE
84472E106SSBSOUTHSTATE BANK CORP$21.6M0.10%229,479CommonSOLE
G0403H108AONAON PLC CLASS A$21.5M0.10%60,797CommonSOLE
938824109WAFDWAFD INC$21.3M0.10%664,081CommonSOLE
824348106SHWSHERWIN WILLIAMS$21.2M0.10%65,355CommonSOLE
88579Y101MMM3M$21.1M0.10%131,516CommonSOLE
87161C501SYU1SYNOVUS FINANCIAL CORP$21.0M0.10%418,832CommonSOLE
011659109ALKALASKA AIR GROUP INC$21.0M0.10%416,737CommonSOLE
G48833118WFRDWEATHERFORD INTERNATIONAL PLC$20.9M0.10%266,652CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$20.8M0.10%216,300CommonSOLE
369550108GDGENERAL DYNAMICS CORP$20.5M0.10%60,765CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP LTD$20.4M0.10%73,012CommonSOLE
421298100HAYWHAYWARD HOLDINGS INC$20.3M0.10%1,311,922CommonSOLE
192108504CDECOEUR MINING INC$20.2M0.10%1,132,897CommonSOLE
534187109LNCLINCOLN NATIONAL CORP$20.1M0.10%452,304CommonSOLE
29444U700EQIXEQUINIX REIT INC$20.1M0.10%26,264CommonSOLE
G25508105CRHCRH PUBLIC LIMITED PLC$20.1M0.10%160,808CommonSOLE
219798105QDELQUIDELORTHO CORP$20.1M0.10%702,169CommonSOLE
736508847PORPORTLAND GENERAL ELECTRIC$20.0M0.10%417,105CommonSOLE
902973304USBUS BANCORP$19.9M0.10%372,757CommonSOLE
313745101FRTFEDERAL REALTY INVESTMENT TRUST RE$19.7M0.10%195,685CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$19.7M0.10%169,618CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP INC$19.6M0.09%94,057CommonSOLE
589378108MRCYMERCURY SYSTEMS INC$19.6M0.09%268,362CommonSOLE
571903202MARMARRIOTT INTERNATIONAL INC CLASS A$19.1M0.09%61,724CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS INC$19.1M0.09%66,646CommonSOLE
747316107KWRQUAKER HOUGHTON CORP$19.1M0.09%139,290CommonSOLE
02081G201ATECALPHATEC HOLDNGS INC$19.1M0.09%908,120CommonSOLE
03674X106ARANTERO RESOURCES CORP$18.9M0.09%548,646CommonSOLE
036752103ELVELEVANCE HEALTH INC$18.7M0.09%53,279CommonSOLE
19247G107COHRCOHERENT CORP$18.7M0.09%101,183CommonSOLE
40412C101HCAHCA HEALTHCARE INC$18.7M0.09%39,985CommonSOLE
729132100PLXSPLEXUS CORP$18.7M0.09%126,971CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$18.7M0.09%24,174CommonSOLE
668074305NWENORTHWESTERN ENERGY GROUP INC$18.6M0.09%288,621CommonSOLE
03073E105CORCENCORA INC$18.6M0.09%55,130CommonSOLE
629377508NRGNRG ENERGY INC$18.6M0.09%116,750CommonSOLE
893641100TDGTRANSDIGM GROUP INC$18.6M0.09%13,953CommonSOLE
537008104LFUSLITTELFUSE INC$18.5M0.09%73,286CommonSOLE
172908105CTASCINTAS CORP$18.5M0.09%98,500CommonSOLE
G39108108GTESGATES INDUSTRIAL PLC$18.4M0.09%858,632CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$18.4M0.09%32,187CommonSOLE
37045V100GMGENERAL MOTORS$18.2M0.09%223,627CommonSOLE
038336103ATRAPTARGROUP INC$18.2M0.09%148,971CommonSOLE
052769106ADSKAUTODESK INC$18.2M0.09%61,335CommonSOLE
654106103NKENIKE INC CLASS B$18.1M0.09%284,578CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$18.1M0.09%828,757CommonSOLE
G0750C108AXTAAXALTA COATING SYSTEMS LTD$18.1M0.09%558,782CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$18.0M0.09%124,301CommonSOLE
85208M102SFMSPROUTS FARMERS MARKET INC$17.9M0.09%225,179CommonSOLE
125523100CICIGNA$17.9M0.09%64,986CommonSOLE
291011104EMREMERSON ELECTRIC$17.9M0.09%134,704CommonSOLE
969457100WMBWILLIAMS INC$17.8M0.09%295,813CommonSOLE
45378A106IRTINDEPENDENCE REALTY INC TRUST$17.6M0.09%1,009,165CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATIONAL PLC$17.6M0.09%147,304CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CLASS B$17.6M0.08%177,070CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$17.5M0.08%344,133CommonSOLE
74762E102QUREQUANTA SERVICES INC$17.4M0.08%41,219CommonSOLE
007973100AEISADVANCED ENERGY INDUSTRIES INC$17.4M0.08%82,991CommonSOLE
74967X103RHRH$17.3M0.08%96,367CommonSOLE
66765N105NWNNORTHWEST NATURAL HOLDING COMPANY$17.3M0.08%369,144CommonSOLE
50155Q100KDKYNDRYL HOLDINGS INC$17.2M0.08%646,050CommonSOLE
934423104WBDWARNER BROS. DISCOVERY INC SERIES$17.0M0.08%591,592CommonSOLE
146869102CVNACARVANA CLASS A$17.0M0.08%40,320CommonSOLE
50050N103KTBKONTOOR BRANDS INC$17.0M0.08%277,651CommonSOLE
231021106CMICUMMINS INC$16.9M0.08%33,084CommonSOLE
26856L103ELFELF BEAUTY INC$16.9M0.08%221,875CommonSOLE
452308109ITWILLINOIS TOOL INC$16.8M0.08%68,280CommonSOLE
828806109SPGSIMON PROPERTY GROUP REIT INC$16.8M0.08%90,767CommonSOLE
278865100ECLECOLAB INC$16.8M0.08%63,969CommonSOLE
G3323L100FNFABRINET$16.8M0.08%36,808CommonSOLE
26817Q886DXDYNEX CAPITAL REIT INC$16.7M0.08%1,195,409CommonSOLE
194162103CLCOLGATE-PALMOLIVE$16.7M0.08%211,567CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC CLASS A$16.7M0.08%309,414CommonSOLE
009066101ABNBAIRBNB INC CLASS A$16.6M0.08%122,457CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$16.6M0.08%43,313CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HOLDINGS INC$16.4M0.08%149,563CommonSOLE
219350105GLWCORNING INC$16.4M0.08%187,038CommonSOLE
52110M109LAZLAZARD INC$16.3M0.08%336,588CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSPORTATION HOLDIN$16.2M0.08%310,657CommonSOLE
63633D104NHINATIONAL HEALTH INVESTORS REIT INC$16.2M0.08%212,485CommonSOLE
126408103CSXCSX CORP$16.2M0.08%446,644CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP INC$16.1M0.08%1,069,955CommonSOLE
171779309CIENCIENA CORP$16.1M0.08%68,925CommonSOLE
363576109AJGARTHUR J GALLAGHER$16.1M0.08%62,255CommonSOLE
48282T104KAIKADANT INC$16.1M0.08%56,425CommonSOLE
90984P303UCBUNITED COMMUNITY BANKS INC$15.9M0.08%508,810CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$15.7M0.08%204,357CommonSOLE
19247A100CNSCOHEN & STEERS INC$15.6M0.08%249,258CommonSOLE
61945C103MOSMOSAIC$15.6M0.08%647,713CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$15.5M0.08%22,981CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$15.5M0.08%53,816CommonSOLE
89417E113TRAVELERS COMPANIES INC$15.5M0.08%53,466CommonSOLE
98978V103ZTSZOETIS INC CLASS A$15.5M0.07%122,896CommonSOLE
737630103PCHPOTLATCHDELTIC CORP$15.4M0.07%388,282CommonSOLE
88224Q107TCBITEXAS CAPITAL BANCSHARES INC$15.4M0.07%170,595CommonSOLE
29786A106ETSYETSY INC$15.2M0.07%274,851CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$15.1M0.07%306,839CommonSOLE
868459108SUPNSUPERNUS PHARMACEUTICALS INC$15.1M0.07%303,716CommonSOLE
278768106SATSECHOSTAR CORP CLASS A$15.0M0.07%138,227CommonSOLE
31428X106FDXFEDEX CORP$15.0M0.07%51,993CommonSOLE
92840M102VSTVISTRA CORP$15.0M0.07%92,985CommonSOLE
42328H109HLIOHELIOS TECHNOLOGIES INC$15.0M0.07%280,032CommonSOLE
70509V100PEBPEBBLEBROOK HOTEL TRUST REIT$15.0M0.07%1,322,264CommonSOLE
G87052109TELTE CONNECTIVITY PLC$14.9M0.07%65,709CommonSOLE
05589G102BWINBALDWIN INSURANCE GROUP INC CLASS$14.9M0.07%619,292CommonSOLE
G01767105ALKSALKERMES$14.8M0.07%530,379CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER INC$14.8M0.07%128,310CommonSOLE
59001A102MTHMERITAGE CORP$14.7M0.07%223,106CommonSOLE
778296103ROSTROSS STORES INC$14.6M0.07%80,924CommonSOLE
63947X101NCNONCINO INC$14.6M0.07%568,321CommonSOLE
34959E109FTNTFORTINET INC$14.5M0.07%182,276CommonSOLE
85254J102STAGSTAG INDUSTRIAL REIT INC$14.3M0.07%388,110CommonSOLE
958102105WDCWESTERN DIGITAL CORP$14.1M0.07%81,932CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$14.1M0.07%380,361CommonSOLE
806857108SLBSLB NV$14.0M0.07%363,937CommonSOLE
053332102AZOAUTOZONE INC$14.0M0.07%4,118CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$14.0M0.07%24,036CommonSOLE
756109104OREALTY INCOME REIT CORP$13.9M0.07%246,044CommonSOLE
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718546104PSXPHILLIPS$12.6M0.06%97,976CommonSOLE
23804L103DDOGDATADOG INC CLASS A$12.6M0.06%92,848CommonSOLE
19260Q107COINCOINBASE GLOBAL INC CLASS A$12.6M0.06%55,656CommonSOLE
001055102AFLAFLAC INC$12.5M0.06%113,216CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$12.4M0.06%13,692CommonSOLE
384802104GWWWW GRAINGER INC$12.4M0.06%12,291CommonSOLE
911363109URIUNITED RENTALS INC$12.3M0.06%15,252CommonSOLE
345370860FFORD MOTOR$12.3M0.06%938,037CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$12.2M0.06%56,211CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDING LTD$12.2M0.06%84,489CommonSOLE
25746U109DDOMINION ENERGY INC$12.0M0.06%204,694CommonSOLE
983793100XPOXPO INC$11.9M0.06%87,894CommonSOLE
91913Y100VLOVALERO ENERGY CORP$11.9M0.06%73,100CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$11.9M0.06%139,032CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$11.8M0.06%314,574CommonSOLE
F92124100TTETOTALENERGIES$11.8M0.06%180,782CommonSOLE
500643200KFYKORN FERRY$11.8M0.06%178,302CommonSOLE
67098H104OIO I GLASS INC$11.7M0.06%794,594CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$11.7M0.06%72,115CommonSOLE
14316J108CGCARLYLE GROUP INC$11.7M0.06%197,712CommonSOLE
91823B109UWMCUWM HOLDINGS CORP CLASS A$11.6M0.06%2,647,242CommonSOLE
12504L109CBRECBRE GROUP INC CLASS A$11.6M0.06%71,912CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$11.5M0.06%25,800CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE SOFTWARE INC$11.5M0.06%44,754CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$11.4M0.06%61,661CommonSOLE
031100100AMEAMETEK INC$11.3M0.05%55,187CommonSOLE
55354G100MSCIMSCI INC$11.3M0.05%19,704CommonSOLE
74460D109PSAPUBLIC STORAGE REIT$11.2M0.05%43,252CommonSOLE
303250104FICOFAIR ISAAC CORP$11.2M0.05%6,615CommonSOLE
682680103OKEONEOK INC$11.1M0.05%151,204CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP INC$11.1M0.05%129,579CommonSOLE
285512109EAELECTRONIC ARTS INC$11.1M0.05%54,251CommonSOLE
74624M102PPURE STORAGE INC CLASS A$11.1M0.05%165,364CommonSOLE
466313103JBLJABIL INC$11.0M0.05%48,277CommonSOLE
576485205MTDRMATADOR RESOURCES$11.0M0.05%258,979CommonSOLE
957090103WABCWESTAMERICA BANCORPORATION$10.9M0.05%228,658CommonSOLE
Y2573F102FLEXFLEX LTD$10.9M0.05%180,660CommonSOLE
22052L104CTVACORTEVA INC$10.9M0.05%162,124CommonSOLE
889478103TOLTOLL BROTHERS INC$10.8M0.05%80,163CommonSOLE
52736R102LEVILEVI STRAUSS CLASS A$10.8M0.05%521,699CommonSOLE
247361702DALDELTA AIR LINES INC$10.8M0.05%155,549CommonSOLE
05722G100BKRBAKER HUGHES CLASS A$10.8M0.05%236,633CommonSOLE
988498101YUMYUM BRANDS INC$10.8M0.05%71,091CommonSOLE
90138F102TWLOTWILIO INC CLASS A$10.7M0.05%75,080CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$10.6M0.05%27,369CommonSOLE
87612E110TGTTARGET CORP$10.6M0.05%108,929CommonSOLE
30161N101EXCEXELON CORP$10.6M0.05%242,197CommonSOLE
512816109LAMRLAMAR ADVERTISING COMPANY CLASS A$10.5M0.05%83,325CommonSOLE
631103108NDAQNASDAQ INC$10.5M0.05%108,160CommonSOLE
59156R108METMETLIFE INC$10.5M0.05%132,725CommonSOLE
98389B100XELXCEL ENERGY INC$10.5M0.05%141,810CommonSOLE
093712107BEBLOOM ENERGY CLASS A CORP$10.5M0.05%120,311CommonSOLE
78473E107SPXCSPX TECHNOLOGIES INC$10.4M0.05%51,768CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP$10.2M0.05%21,029CommonSOLE
760759100RSGREPUBLIC SERVICES INC$10.2M0.05%48,258CommonSOLE
147528103CASYCASEYS GENERAL STORES INC$10.2M0.05%18,433CommonSOLE
29358P101ENSGENSIGN GROUP INC$10.1M0.05%58,094CommonSOLE
767292105RIOTRIOT PLATFORMS INC$10.1M0.05%796,592CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$10.0M0.05%259,353CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$10.0M0.05%189,674CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$10.0M0.05%112,188CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP INC$10.0M0.05%160,957CommonSOLE
231561101CWCURTISS WRIGHT CORP$9.9M0.05%18,031CommonSOLE
217204106CPRTCOPART INC$9.9M0.05%253,066CommonSOLE
29364G103ETRENTERGY CORP$9.9M0.05%107,056CommonSOLE
267475101DYDYCOM INDUSTRIES INC$9.8M0.05%29,111CommonSOLE
452327109ILMNILLUMINA INC$9.8M0.05%74,676CommonSOLE
256746108DLTRDOLLAR TREE INC$9.7M0.05%79,187CommonSOLE
92276F100VTRVENTAS REIT INC$9.7M0.05%125,647CommonSOLE
122017106BURLBURLINGTON STORES INC$9.7M0.05%33,468CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GROUP IN$9.6M0.05%119,659CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS COR$9.6M0.05%115,712CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9.6M0.05%92,502CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$9.5M0.05%33,703CommonSOLE
277276101EGPEASTGROUP PROPERTIES REIT INC$9.5M0.05%53,338CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$9.5M0.05%30,937CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$9.5M0.05%83,905CommonSOLE
278642103EBAYEBAY INC$9.4M0.05%108,348CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$9.4M0.05%45,757CommonSOLE
199908104FIXCOMFORT SYSTEMS USA INC$9.4M0.05%10,110CommonSOLE
23331A109DHID R HORTON INC$9.4M0.05%65,470CommonSOLE
03990B101ARESARES MANAGEMENT CORP CLASS A$9.4M0.05%58,164CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CLASS C$9.4M0.05%74,633CommonSOLE
74935Q107RBARB GLOBAL INC$9.4M0.05%91,272CommonSOLE
871829107SYYSYSCO CORP$9.4M0.05%127,176CommonSOLE
22822V101CCICROWN CASTLE INC$9.3M0.04%104,366CommonSOLE
704326107PAYXPAYCHEX INC$9.3M0.04%82,493CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$9.3M0.04%67,983CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$9.2M0.04%66,832CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$9.2M0.04%40,800CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIES REIT$9.2M0.04%205,467CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$9.2M0.04%45,633CommonSOLE
852234103XYZBLOCK INC CLASS A$9.2M0.04%140,621CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC$9.1M0.04%156,435CommonSOLE
337738108FISVFISERV INC$9.1M0.04%136,020CommonSOLE
501044101KRKROGER$9.1M0.04%146,093CommonSOLE
464287598IWDISHARES RUSSELL VALUE ETF TRUST$9.1M0.04%43,300CommonSOLE
125896100CMSCMS ENERGY CORP$9.1M0.04%130,128CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$9.1M0.04%324,643CommonSOLE
929160109VMCVULCAN MATERIALS$9.0M0.04%31,675CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC$9.0M0.04%14,454CommonSOLE
65473P105NINISOURCE INC$9.0M0.04%214,912CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$9.0M0.04%109,232CommonSOLE
670346105NUENUCOR CORP$9.0M0.04%54,874CommonSOLE
980745103WWDWOODWARD INC$8.9M0.04%29,301CommonSOLE
761152107RMDRESMED INC$8.8M0.04%36,656CommonSOLE
780287108RGLDROYAL GOLD INC$8.8M0.04%39,605CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$8.8M0.04%571,300CommonSOLE
929740108WABWESTINGHOUSE AIR BRAKE TECHNOLOGIE$8.7M0.04%40,959CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$8.7M0.04%77,632CommonSOLE
008073108AVAVAEROVIRONMENT INC$8.7M0.04%35,853CommonSOLE
857477103STTSTATE STREET CORP$8.6M0.04%66,943CommonSOLE
59522J103MAAMID AMERICA APARTMENT COMMUNITIES$8.6M0.04%62,073CommonSOLE
494368103KMBKIMBERLY CLARK CORP$8.6M0.04%85,328CommonSOLE
209115104EDCONSOLIDATED EDISON INC$8.6M0.04%86,514CommonSOLE
88033G407THCTENET HEALTHCARE CORP$8.5M0.04%42,931CommonSOLE
902788108UMBFUMB FINANCIAL CORP$8.5M0.04%73,741CommonSOLE
464287507IJHISHARES CORE S&P MID-CAP ETF$8.5M0.04%128,290CommonSOLE
69331C108PCGPG&E CORP$8.5M0.04%526,802CommonSOLE
143658300CCL1EURCARNIVAL CORP$8.4M0.04%276,288CommonSOLE
G3223R108EGEVEREST GROUP LTD$8.4M0.04%24,710CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$8.4M0.04%37,468CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8.4M0.04%41,199CommonSOLE
87422Q109TLNTALEN ENERGY CORP$8.4M0.04%22,320CommonSOLE
46222L108IONQIONQ INC$8.4M0.04%186,413CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$8.3M0.04%86,488CommonSOLE
31620M106FISFIDELITY NATIONAL INFORMATION SERV$8.3M0.04%124,282CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$8.2M0.04%129,348CommonSOLE
92939U106WECWEC ENERGY GROUP INC$8.2M0.04%77,982CommonSOLE
912008109USFDUS FOODS HOLDING CORP$8.2M0.04%108,958CommonSOLE
12740C103CADECADENCE BANK$8.2M0.04%190,755CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$8.2M0.04%93,429CommonSOLE
89400J107TRUTRANSUNION$8.1M0.04%94,903CommonSOLE
71424F105PRPERMIAN RESOURCES CORP CLASS A$8.1M0.04%574,803CommonSOLE
925652109VICIVICI PPTYS INC$8.0M0.04%285,939CommonSOLE
127190304CACICACI INTERNATIONAL INC CLASS A$8.0M0.04%15,086CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$8.0M0.04%78,810CommonSOLE
42226A107HQYHEALTHEQUITY INC$8.0M0.04%87,677CommonSOLE
26884L109EQTEQT CORP$8.0M0.04%149,558CommonSOLE
680033107ONBOLD NATIONAL BANCORP$8.0M0.04%357,072CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$8.0M0.04%23,673CommonSOLE
H2906T109GRMNGARMIN LTD$7.9M0.04%39,181CommonSOLE
98419M100XYLXYLEM INC$7.9M0.04%58,359CommonSOLE
49177J102KVUEKENVUE INC$7.9M0.04%459,008CommonSOLE
758750103RRXREGAL REXNORD CORP$7.9M0.04%56,373CommonSOLE
80004C200SNDKSANDISK CORP$7.9M0.04%33,304CommonSOLE
72352L106PINSPINTEREST INC CLASS A$7.9M0.04%305,205CommonSOLE
201723103CMCCOMMERCIAL METALS$7.9M0.04%113,778CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$7.9M0.04%45,444CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$7.8M0.04%24,727CommonSOLE
23282W605CYTKCYTOKINETICS INC$7.7M0.04%121,910CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC CLASS$7.7M0.04%28,061CommonSOLE
229663109CUBECUBESMART REIT$7.7M0.04%213,404CommonSOLE
224408104CRCRANE$7.7M0.04%41,555CommonSOLE
892356106TSCOTRACTOR SUPPLY$7.6M0.04%152,354CommonSOLE
01741R102ATIATI INC$7.6M0.04%66,369CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$7.6M0.04%316,167CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$7.6M0.04%67,214CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$7.5M0.04%22,954CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7.5M0.04%52,666CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT REIT INC$7.5M0.04%333,758CommonSOLE
252131107DXCMDEXCOM INC$7.5M0.04%112,362CommonSOLE
876030107TPRTAPESTRY INC$7.4M0.04%58,238CommonSOLE
55261F104MTBM&T BANK CORP$7.4M0.04%36,842CommonSOLE
316773100FITBFIFTH THIRD BANCORP$7.4M0.04%158,538CommonSOLE
679295105OKTAOKTA INC CLASS A$7.4M0.04%85,474CommonSOLE
30225T102EXREXTRA SPACE STORAGE REIT INC$7.4M0.04%56,756CommonSOLE
444859102HUMHUMANA INC$7.4M0.04%28,839CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS INC$7.4M0.04%33,083CommonSOLE
759509102RSRELIANCE INC$7.4M0.04%25,548CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$7.4M0.04%154,738CommonSOLE
92936U109WPCW. P. CAREY REIT INC$7.3M0.04%113,136CommonSOLE
880770102TERTERADYNE INC$7.3M0.04%37,541CommonSOLE
256163106DOCUDOCUSIGN INC$7.2M0.03%105,577CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$7.2M0.03%86,335CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$7.1M0.03%172,179CommonSOLE
75524B104RBCRBC BEARINGS INC$7.0M0.03%15,678CommonSOLE
29084Q100EMEEMCOR GROUP INC$7.0M0.03%11,462CommonSOLE
256677105DGDOLLAR GENERAL CORP$7.0M0.03%52,754CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$7.0M0.03%44,652CommonSOLE
268150109DTDYNATRACE INC$7.0M0.03%161,345CommonSOLE
22160N109CSGPCOSTAR GROUP INC$7.0M0.03%103,990CommonSOLE
67059N108NTNXNUTANIX INC CLASS A$7.0M0.03%135,194CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP$7.0M0.03%77,463CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP INC CLAS$6.9M0.03%107,593CommonSOLE
00187Y100APGAPI GROUP CORP$6.9M0.03%180,841CommonSOLE
45687V106IRINGERSOLL RAND INC$6.9M0.03%86,812CommonSOLE
686688102ORAORMAT TECH INC$6.9M0.03%62,204CommonSOLE
433000106HIMSHIMS HERS HEALTH INC CLASS A$6.9M0.03%211,476CommonSOLE
053484101AVBAVALONBAY COMMUNITIES REIT INC$6.9M0.03%37,849CommonSOLE
30190A104FGF&G ANNUITIES AND LIFE INC$6.9M0.03%222,158CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD$6.9M0.03%306,936CommonSOLE
90384S303ULTAULTA BEAUTY INC$6.8M0.03%11,299CommonSOLE
40131M109GHGUARDANT HEALTH INC$6.8M0.03%66,922CommonSOLE
592688105MTDMETTLER TOLEDO INC$6.8M0.03%4,902CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL INC$6.8M0.03%124,568CommonSOLE
754730109RJFRAYMOND JAMES INC$6.8M0.03%42,295CommonSOLE
681936100OHIOMEGA HEALTHCARE INVESTORS REIT IN$6.8M0.03%152,617CommonSOLE
013872106AAALCOA CORP$6.7M0.03%126,527CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$6.7M0.03%44,668CommonSOLE
58506Q109MEDPMEDPACE HOLDINGS INC$6.7M0.03%11,952CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$6.7M0.03%87,610CommonSOLE
336433107FSLRFIRST SOLAR INC$6.7M0.03%25,631CommonSOLE
576323109MTZMASTEC INC$6.7M0.03%30,616CommonSOLE
384109104GGGGRACO INC$6.6M0.03%81,015CommonSOLE
039483102ADMARCHER DANIELS MIDLAND$6.6M0.03%115,159CommonSOLE
427866108HSYHERSHEY FOODS$6.6M0.03%36,324CommonSOLE

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.