MondegarAI
Ilmarinen Mutual Pension Insurance Co

Q1 2026 · 13F-HR

Ilmarinen Mutual Pension Insurance Coholdings as filed

Filed 2026-05-12 · accession 0001661580-26-000002

$12.7M
Reported value
462
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Ilmarinen Mutual Pension Insurance Co · Q1 2026

AI · grounded in 13F

Ilmarinen Mutual Pension Insurance Co established a new position in AAPL worth $478,778. The fund also increased its holdings in NVDA by 52.04% and opened new positions in BRK/B for $94,565 and COST for $65,749. On the sell side, the fund trimmed its stake in AVGO by 38.68% and reduced META by 21.40%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
23306X605USCADBX ETF TR$2.1M16.2%52,758,928CommonSOLE
46436E155USCLISHARES TR$2.1M16.2%27,692,756CommonSOLE
67066G104NVDANVIDIA CORP$555,8244.37%3,187,064CommonSOLE
46435U853USHYISHARES TR$518,7074.08%14,080,000CommonSOLE
037833100AAPLAPPLE INC$478,7783.77%1,886,513CommonSOLE
78468R606SPHYSPDR SER TR$476,8943.75%20,450,000CommonSOLE
02079K305GOOGLALPHABET INC$395,1923.11%1,374,295CommonSOLE
594918104MSFTMICROSOFT CORP$347,7282.74%939,375CommonSOLE
023135106AMZNAMAZON COM INC$272,0012.14%1,306,000CommonSOLE
11135F101AVGOBROADCOM INC$169,7411.34%548,420CommonSOLE
30303M102METAMETA PLATFORMS INC$160,6971.26%280,875CommonSOLE
464287739IYRISHARES TR$153,2731.21%1,620,907CommonSOLE
88160R101TSLATESLA INC$139,5921.10%375,500CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$113,6650.89%386,405CommonSOLE
30231G102XOMEXXON MOBIL CORP$101,7960.80%600,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$94,5650.74%197,340CommonSOLE
532457108LLYLILLY ELI & CO$94,0920.74%102,300CommonSOLE
464287234EEMISHARES TR$87,6130.69%1,542,754CommonSOLE
931142103WMTWALMART INC$77,2440.61%621,535CommonSOLE
92826C839VVISA INC$76,2920.60%252,421CommonSOLE
478160104JNJJOHNSON & JOHNSON$73,6010.58%301,100CommonSOLE
57636Q104MAMASTERCARD INC$68,9590.54%138,011CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$65,7490.52%65,985CommonSOLE
191216100KOCOCA COLA CO$63,2910.50%832,227CommonSOLE
64110L106NFLXNETFLIX INC$56,0720.44%583,177CommonSOLE
060505104BACBANK AMER CORP$55,6510.44%1,141,569CommonSOLE
595112103MUMICRON TECHNOLOGY INC$52,2140.41%154,552CommonSOLE
149123101CATCATERPILLAR INC$48,7420.38%68,800CommonSOLE
00287Y109ABBVABBVIE INC$47,7390.38%219,500CommonSOLE
58933Y105MRKMERCK & CO INC NEW$44,0860.35%366,500CommonSOLE
437076102HDHOME DEPOT INC$44,0710.35%134,000CommonSOLE
369604301GEGENERAL ELEC CO$43,9840.35%155,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$41,3220.33%203,124CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$34,9870.28%129,300CommonSOLE
36828A101GEVGE VERNOVA INC$34,9160.27%40,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP NEW$34,4380.27%366,441CommonSOLE
038222105AMATAPPLIED MATLS INC$34,3720.27%100,566CommonSOLE
713448108PEPPEPSICO INC$34,1640.27%220,000CommonSOLE
512807306LRCXLAM RESH CORP$33,4000.26%156,323CommonSOLE
09290D101BLKBLACKROCK INC NEW$33,2210.26%34,544CommonSOLE
68389X105ORCLORACLE CORP$32,9180.26%223,762CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$32,0570.25%219,149CommonSOLE
17275R102CSCOCISCO SYS INC$31,6800.25%408,303CommonSOLE
617446448MSMORGAN STANLEY$30,2780.24%183,984CommonSOLE
79466L302CRMSALESFORCE INC$30,0710.24%161,091CommonSOLE
580135101MCDMCDONALDS CORP$29,6800.23%95,500CommonSOLE
G54950103LINLINDE PLC NEW$28,0100.22%56,500CommonSOLE
375558103GILDGILEAD SCIENCES INC$27,5950.22%198,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$27,1820.21%55,300CommonSOLE
031162100AMGNAMGEN INC$26,6810.21%75,832CommonSOLE
244199105DEDEERE & CO$26,1780.21%46,473CommonSOLE
907818108UNPUNION PAC CORP$25,8660.20%106,612CommonSOLE
872540109TJXTJX COS INC NEW$25,6320.20%160,500CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$25,2620.20%54,800CommonSOLE
458140100INTCINTEL CORP$25,1050.20%568,897CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$24,9640.20%29,509CommonSOLE
742718109PGPROCTER & GAMBLE CO$24,8660.20%172,155CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$24,4100.19%486,251CommonSOLE
172967424CCITIGROUP INC$24,3460.19%214,674CommonSOLE
65339F101NEENEXTERA ENERGY INC$24,2750.19%261,359CommonSOLE
482480100KLACKLA CORP$23,9830.19%16,288CommonSOLE
00206R102TAT&T INC$23,8130.19%821,423CommonSOLE
20825C104COPCONOCOPHILLIPS$23,7600.19%180,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$23,5400.19%118,715CommonSOLE
032095101APHAMPHENOL CORP NEW$23,5210.19%186,158CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$23,4350.18%48,329CommonSOLE
G29183103ETNEATON CORP PLC$23,0040.18%64,315CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS CORP$22,8910.18%94,439CommonSOLE
949746101WMT2WELLS FARGO & CO NEW$22,6160.18%284,085CommonSOLE
81762P102NOWSERVICENOW INC$21,9460.17%209,911CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$21,7340.17%255,000CommonSOLE
H1467J104CBCHUBB LTD$21,7160.17%66,628CommonSOLE
002824100ABTABBOTT LABS$21,7150.17%211,500CommonSOLE
001055102AFLAFLAC INC$21,5350.17%196,292CommonSOLE
12572Q105CMECME GROUP INC$21,4460.17%72,611CommonSOLE
254687106DISDISNEY WALT CO$21,0740.17%218,651CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$20,9650.16%133,300CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$20,7600.16%175,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$20,4680.16%118,003CommonSOLE
701094104PHPARKER-HANNIFIN CORP$20,1840.16%22,546CommonSOLE
548661107LOWLOWES COS INC$19,6110.15%83,000CommonSOLE
032654105ADIANALOG DEVICES INC$19,4660.15%61,186CommonSOLE
00724F101ADBEADOBE SYS INC$19,1880.15%78,939CommonSOLE
235851102DHRDANAHER CORP$18,8650.15%99,500CommonSOLE
461202103INTUINTUIT$18,6710.15%43,181CommonSOLE
03076C106AMPAMERIPRISE FINL INC$18,4650.15%41,551CommonSOLE
03831W108APPAPPLOVIN CORP$18,3310.14%46,057CommonSOLE
717081103PFEPFIZER INC$18,1680.14%647,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$18,0620.14%66,775CommonSOLE
94106L109WMWASTE MGMT INC DEL$17,8050.14%77,484CommonSOLE
882508104TXNTEXAS INSTRS INC$17,7370.14%91,361CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$17,6400.14%245,241CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$17,5770.14%109,637CommonSOLE
58155Q103MCKMCKESSON CORP$17,3940.14%20,100CommonSOLE
571903202MARMARRIOTT INTL INC NEW$17,3350.14%53,000CommonSOLE
747525103QCOMQUALCOMM INC$16,9300.13%131,463CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$16,8920.13%60,100CommonSOLE
09857L108BKNGBOOKING HLDGS INC$16,8410.13%4,000CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$16,7270.13%275,800CommonSOLE
025816109AXPAMERICAN EXPRESS CO$16,7210.13%55,279CommonSOLE
040413205ANETARISTA NETWORKS INC$16,3770.13%133,384CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$16,3020.13%124,500CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$15,4590.12%263,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$15,3860.12%36,920CommonSOLE
651639106NEMNEWMONT CORP$15,3720.12%142,000CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$15,3310.12%211,580CommonSOLE
778296103ROSTROSS STORES INC$15,1640.12%70,000CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$15,0930.12%33,800CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$14,8600.12%54,000CommonSOLE
872590104TMUST-MOBILE US INC$14,8250.12%70,583CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDGS PUB LTD CO$14,7760.12%37,716CommonSOLE
231021106CMICUMMINS INC$14,6010.11%27,138CommonSOLE
126408103CSXCSX CORP$14,5700.11%354,924CommonSOLE
92537N108VRTVERTIV HLDGS CO$14,5340.11%58,000CommonSOLE
863667101SYKSTRYKER CORP$14,4580.11%44,000CommonSOLE
857477103STTSTATE STR CORP$14,4030.11%113,800CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$14,2780.11%70,271CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$14,2410.11%108,750CommonSOLE
G5960L103MDTMEDTRONIC PLC$14,2110.11%164,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$14,1020.11%50,500CommonSOLE
743315103PGRPROGRESSIVE CORP OH$14,0450.11%70,850CommonSOLE
855244109SBUXSTARBUCKS CORP$13,6540.11%152,401CommonSOLE
74762E102QUREQUANTA SVCS INC$13,6160.11%24,800CommonSOLE
219350105GLWCORNING INC$13,5960.11%99,995CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$13,3660.11%213,000CommonSOLE
88579Y101MMM3M CO$12,9250.10%89,000CommonSOLE
31428X106FDXFEDEX CORP$12,9120.10%36,250CommonSOLE
443201108HWMHOWMET AEROSPACE INC$12,9060.10%56,000CommonSOLE
G25508105CRHCRH PLC$12,8250.10%122,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$12,8040.10%49,192CommonSOLE
26875P101EOGEOG RES INC$12,5780.10%87,000CommonSOLE
56501R106MFCMANULIFE FINL CORP$12,5520.10%365,000CommonSOLE
806857108SLBSLB LTD$12,3340.10%240,000CommonSOLE
693718108PCARPACCAR INC$12,2990.10%106,481CommonSOLE
172908105CTASCINTAS CORP$12,1170.10%71,641CommonSOLE
911312106UPSUNITED PARCEL SVC INC$12,1010.10%123,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$12,0960.10%42,148CommonSOLE
G0403H108AONAON PLC$11,7810.09%36,500CommonSOLE
78464A870XBISPDR SER TR$11,5380.09%90,329CommonSOLE
91913Y100VLOVALERO ENERGY CORP NEW$11,1190.09%45,000CommonSOLE
56585A102MPCMARATHON PETE CORP$10,9880.09%45,000CommonSOLE
718546104PSXPHILLIPS 66$10,9310.09%60,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$10,8670.09%27,834CommonSOLE
291011104EMREMERSON ELEC CO$10,7760.08%82,250CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$10,5340.08%57,741CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$10,4360.08%105,359CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$10,4170.08%48,100CommonSOLE
311900104FASTFASTENAL CO$10,4120.08%224,400CommonSOLE
654106103NKENIKE INC$10,3170.08%195,333CommonSOLE
816851109SRESEMPRA$10,1540.08%104,500CommonSOLE
04016X101ARGXARGENX SE$10,0770.08%13,800CommonSOLE
609207105MDLZMONDELEZ INTL INC$10,0050.08%173,572CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$9,9370.08%31,000CommonSOLE
05722G100BKRBAKER HUGHES CO$9,9210.08%162,500CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9,8600.08%630,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9,5830.08%31,514CommonSOLE
02079K107GOOGALPHABET INC$9,5660.08%33,346CommonSOLE
74340W103PLDPROLOGIS INC$9,5170.07%72,000CommonSOLE
58733R102MELIMERCADOLIBRE INC$9,5100.07%5,500CommonSOLE
893641100TDGTRANSDIGM GROUP INC$9,5030.07%8,200CommonSOLE
384802104GWWGRAINGER W W INC$9,4980.07%8,707CommonSOLE
278865100ECLECOLAB INC$9,3640.07%35,200CommonSOLE
16411R208LNGCHENIERE ENERGY INC$9,3640.07%33,000CommonSOLE
37045V100GMGENERAL MTRS CO$9,3130.07%125,000CommonSOLE
72352L106PINSPINTEREST INC$9,2760.07%505,793CommonSOLE
871607107SNPSSYNOPSYS INC$9,2460.07%23,320CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS INC$9,1940.07%11,900CommonSOLE
55024U109LITELUMENTUM HLDGS INC$9,1280.07%12,989CommonSOLE
199908104FIXCOMFORT SYS USA INC$9,0940.07%6,595CommonSOLE
682680103OKEONEOK INC NEW$9,0390.07%100,000CommonSOLE
98978V103ZTSZOETIS INC$8,9040.07%75,323CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$8,7930.07%37,695CommonSOLE
866966104SUNBSUNBELT RENTALS HLDGS INC$8,7870.07%135,000CommonSOLE
125523100CICIGNA GROUP$8,6690.07%32,500CommonSOLE
443573100HUBSHUBSPOT INC$8,6450.07%35,415CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$8,6440.07%31,107CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC NEW$8,6310.07%93,500CommonSOLE
126650100CVSCVS HEALTH CORP$8,6180.07%120,000CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8,5200.07%65,000CommonSOLE
25746U109DDOMINION ENERGY INC$8,4380.07%136,500CommonSOLE
90384S303ULTAULTA BEAUTY INC$8,4190.07%16,106CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$8,3830.07%42,902CommonSOLE
031100100AMEAMETEK INC NEW$8,3600.07%39,000CommonSOLE
20030N101CMCSACOMCAST CORP NEW$8,3250.07%289,979CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$8,2440.06%300,227CommonSOLE
N3167Y103RACEFERRARI N V NEW$8,1230.06%24,000CommonSOLE
760759100RSGREPUBLIC SVCS INC$8,1040.06%37,000CommonSOLE
40412C101HCAHCA HEALTHCARE INC$8,0450.06%17,000CommonSOLE
87612G101TRGPTARGA RES CORP$8,0230.06%32,000CommonSOLE
18915M107NETCLOUDFLARE INC$8,0210.06%38,874CommonSOLE
30161N101EXCEXELON CORP$7,9900.06%163,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$7,7290.06%18,171CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$7,7230.06%41,403CommonSOLE
25809K105DASHDOORDASH INC$7,6200.06%50,747CommonSOLE
459506101IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$7,6180.06%105,000CommonSOLE
N00985106AERAERCAP HOLDINGS N V$7,5450.06%55,000CommonSOLE
98389B100XELXCEL ENERGY INC$7,3880.06%93,000CommonSOLE
679295105OKTAOKTA INC$7,3660.06%93,586CommonSOLE
036752103ELVELEVANCE HEALTH INC$7,3190.06%25,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$7,2810.06%129,300CommonSOLE
009066101ABNBAIRBNB INC$7,2730.06%57,592CommonSOLE
87612E106TGTTARGET CORP$7,2720.06%60,000CommonSOLE
03073E105CORCENCORA INC$7,2250.06%23,000CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7,2100.06%41,779CommonSOLE
049468101TEAMATLASSIAN CORP$7,1540.06%104,824CommonSOLE
704326107PAYXPAYCHEX INC$7,1140.06%77,228CommonSOLE
G87052109TELTE CONNECTIVITY PLC$7,0710.06%33,828CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$7,0660.06%43,500CommonSOLE
19247G107COHRCOHERENT CORP$7,0280.06%29,505CommonSOLE
020002101ALLALLSTATE CORP$7,0150.06%33,834CommonSOLE
911363109URIUNITED RENTALS INC$6,9210.05%9,500CommonSOLE
260003108DOVDOVER CORP$6,7820.05%32,535CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6,7620.05%149,501CommonSOLE
G5279N105KLARKLARNA GROUP PLC$6,7390.05%514,788CommonSOLE
852234103XYZBLOCK INC$6,6200.05%110,000CommonSOLE
H2906T109GRMNGARMIN LTD$6,5970.05%28,435CommonSOLE
209115104EDCONSOLIDATED EDISON INC$6,5640.05%58,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$6,4180.05%39,105CommonSOLE
052769106ADSKAUTODESK INC$6,3860.05%26,674CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$6,3760.05%160,000CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$6,3190.05%240,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$6,3080.05%32,045CommonSOLE
171779309CIENCIENA CORP$6,2570.05%16,117CommonSOLE
929740108WABWABTEC$6,2480.05%25,000CommonSOLE
871829107SYYSYSCO CORP$6,1710.05%86,517CommonSOLE
26884L109EQTEQT CORP$6,1090.05%96,000CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$6,1010.05%17,000CommonSOLE
922475108VEEVVEEVA SYS INC$6,0980.05%34,716CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6,0820.05%190,000CommonSOLE
29444U700EQIXEQUINIX INC$6,0770.05%6,200CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$6,0440.05%13,927CommonSOLE
058498106BALLBALL CORP$6,0290.05%102,000CommonSOLE
69331C108PCGPG&E CORP$5,9740.05%340,000CommonSOLE
443510607HUBBHUBBELL INC$5,9580.05%12,140CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5,9340.05%30,000CommonSOLE
902973304USBUS BANCORP DEL$5,8770.05%113,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$5,8750.05%32,600CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5,8440.05%5,345CommonSOLE
988498101YUMYUM BRANDS INC$5,7860.05%37,216CommonSOLE
053332102AZOAUTOZONE INC$5,7420.05%1,700CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$5,7250.05%125,000CommonSOLE
N97284108NBISNEBIUS GRP N V$5,6930.04%54,869CommonSOLE
075887109BDXBECTON DICKINSON & CO$5,6920.04%36,200CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$5,6220.04%49,321CommonSOLE
285512109EAELECTRONIC ARTS INC$5,4880.04%26,918CommonSOLE
45168D104IDXXIDEXX LABS INC$5,4500.04%9,700CommonSOLE
22052L104CTVACORTEVA INC$5,4410.04%65,000CommonSOLE
501044101KRKROGER CO$5,4270.04%75,000CommonSOLE
146869102CVNACARVANA CO$5,4240.04%17,252CommonSOLE
45687V106IRINGERSOLL RAND INC$5,4080.04%67,500CommonSOLE
46266C105IQVIQVIA HLDGS INC$5,4060.04%31,700CommonSOLE
880770102TERTERADYNE INC$5,3760.04%18,133CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC$5,3750.04%59,285CommonSOLE
09260D107BXBLACKSTONE INC$5,3470.04%46,500CommonSOLE
929160109VMCVULCAN MATLS CO$5,3370.04%19,600CommonSOLE
278642103EBAYEBAY INC$5,3350.04%58,612CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$5,2850.04%66,000CommonSOLE
744320102PRUPRUDENTIAL FINL INC$5,2560.04%53,798CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$5,1360.04%18,189CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$5,0930.04%35,556CommonSOLE
833445109SNOWSNOWFLAKE INC$5,0870.04%33,731CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$5,0710.04%24,000CommonSOLE
406216101HALHALLIBURTON CO$5,0690.04%130,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LTD$5,0660.04%14,989CommonSOLE
95040Q104WELLWELLTOWER INC$5,0420.04%25,500CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5,0020.04%42,130CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4,9630.04%109,562CommonSOLE
23331A109DHID R HORTON INC$4,9390.04%35,992CommonSOLE
98419M100XYLXYLEM INC$4,8700.04%40,750CommonSOLE
773121108RKLBROCKET LAB CORP$4,8170.04%75,000CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4,7990.04%26,322CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$4,7600.04%36,300CommonSOLE
337738108FISVFISERV INC$4,7430.04%85,000CommonSOLE
670346105NUENUCOR CORP$4,7350.04%28,000CommonSOLE
05464C101AXONAXON ENTERPRISE INC$4,6720.04%11,000CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$4,5290.04%90,000CommonSOLE
217204106CPRTCOPART INC$4,4820.04%135,000CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$4,4730.04%61,530CommonSOLE
093712107BEBLOOM ENERGY CORP$4,4710.04%33,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4,4710.04%58,000CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4,4590.04%23,500CommonSOLE
219948106CPAYCORPAY INC$4,4410.03%15,261CommonSOLE
49177J102KVUEKENVUE INC$4,4330.03%257,120CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$4,3180.03%66,830CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$4,3160.03%100,000CommonSOLE
11271J107BNBROOKFIELD CORP$4,3080.03%106,500CommonSOLE
345370860FFORD MTR CO DEL$4,2700.03%370,000CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SVCS INC$4,2690.03%91,000CommonSOLE
464286772EWYISHARES INC$4,2550.03%34,589CommonSOLE
049560105ATOATMOS ENERGY CORP$4,2490.03%23,000CommonSOLE
745867101PHMPULTEGROUP INC$4,2200.03%35,882CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$4,2190.03%31,000CommonSOLE
142339100CSLCARLISLE COS INC$4,1660.03%12,488CommonSOLE
62944T105NVRNVR INC$4,1520.03%630CommonSOLE
427866108HSYHERSHEY CO$4,1390.03%19,908CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4,1360.03%12,500CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE INC$4,1260.03%20,889CommonSOLE
165167735EXEEXPAND ENERGY CORP$4,0620.03%37,000CommonSOLE
30040W108ESEVERSOURCE ENERGY$4,0530.03%58,500CommonSOLE
761152107RMDRESMED INC$4,0410.03%18,000CommonSOLE
34959E109FTNTFORTINET INC$3,9890.03%48,819CommonSOLE
941848103WATWATERS CORP$3,9740.03%13,346CommonSOLE
749685103RPMRPM INTL INC$3,9070.03%39,301CommonSOLE
693506107PPGPPG INDS INC$3,9010.03%36,500CommonSOLE
127097103CTRACOTERRA ENERGY INC$3,8650.03%110,000CommonSOLE
380237107GDDYGODADDY INC$3,8620.03%46,712CommonSOLE
554382101MACMACERICH CO$3,8460.03%203,500CommonSOLE
876030107TPRTAPESTRY INC$3,8180.03%27,057CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3,7620.03%63,600CommonSOLE
294429105EFXEQUIFAX INC$3,7360.03%20,750CommonSOLE
H2927K103AMRZAMRIZE LTD$3,6970.03%66,000CommonSOLE
29084Q100EMEEMCOR GROUP INC$3,6920.03%5,000CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVCS INC$3,6880.03%14,716CommonSOLE
086516101BBYBEST BUY INC$3,6720.03%57,195CommonSOLE
92338C103VLTOVERALTO CORP$3,6690.03%41,500CommonSOLE
12514G108CDWCDW CORP$3,6010.03%29,754CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3,5950.03%17,275CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3,5400.03%15,333CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3,5320.03%6,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$3,3200.03%72,224CommonSOLE
756109104OREALTY INCOME CORP$3,3040.03%54,000CommonSOLE
147528103CASYCASEYS GEN STORES INC$3,2750.03%4,500CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3,2540.03%21,254CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3,2350.03%9,143CommonSOLE
09062X103BIIBBIOGEN INC$3,1900.03%17,400CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS INC$3,1680.02%19,500CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$3,1660.02%51,598CommonSOLE
252131107DXCMDEXCOM INC$3,1400.02%50,000CommonSOLE
34959J108FTVFORTIVE CORP$3,1370.02%56,750CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$3,0220.02%18,500CommonSOLE
771049103RBLXROBLOX CORP$3,0040.02%53,120CommonSOLE
632307104NTRANATERA INC$3,0000.02%15,000CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$2,9940.02%4,949CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$2,9890.02%18,000CommonSOLE
681919106OMCOMNICOM GROUP INC$2,9720.02%39,469CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2,9650.02%5,000CommonSOLE
303250104FICOFAIR ISAAC CORPORATION$2,9450.02%2,759CommonSOLE
466313103JBLJABIL INC$2,9040.02%10,934CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2,8910.02%14,745CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2,8780.02%60,000CommonSOLE
98138H101WDAYWORKDAY INC$2,8380.02%21,843CommonSOLE
525327102LDOSLEIDOS HLDGS INC$2,7990.02%18,000CommonSOLE
23804L103DDOGDATADOG INC$2,7740.02%23,500CommonSOLE
833034101SNASNAP ON INC$2,7240.02%7,500CommonSOLE
452327109ILMNILLUMINA INC$2,7120.02%22,000CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$2,6230.02%115,206CommonSOLE
594972408MSTRSTRATEGY INC$2,6110.02%20,918CommonSOLE
682189105ONON SEMICONDUCTOR CORP$2,6030.02%42,042CommonSOLE
538034109LYVLIVE NATION ENTMT INC$2,5800.02%16,920CommonSOLE
122017106BURLBURLINGTON STORES INC$2,5570.02%7,857CommonSOLE
695156109PKGPACKAGING CORP AMER$2,5470.02%12,000CommonSOLE
858119100STLDSTEEL DYNAMICS INC$2,5200.02%14,000CommonSOLE
46187W107INVHINVITATION HOMES INC$2,5100.02%101,000CommonSOLE
526107107LIILENNOX INTL INC$2,5060.02%5,400CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$2,4250.02%101,847CommonSOLE
46982L108JJACOBS SOLUTIONS INC$2,4180.02%19,000CommonSOLE
504922105LHLABCORP HLDGS INC$2,4010.02%9,000CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HLDG LTD$2,3940.02%25,505CommonSOLE
G0250X107AMCRAMCOR PLC$2,3850.02%60,000CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$2,3770.02%28,688CommonSOLE
45167R104IEXIDEX CORP$2,3690.02%12,500CommonSOLE
90138F102TWLOTWILIO INC$2,3680.02%18,822CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$2,3650.02%35,000CommonSOLE
101121101BXPBXP INC$2,3580.02%45,430CommonSOLE
422806208HEI/AHEICO CORP NEW$2,3220.02%11,000CommonSOLE
902653104UDRUDR INC$2,2770.02%67,400CommonSOLE
902494103TSNTYSON FOODS INC$2,2650.02%35,356CommonSOLE
518439104ELLAUDER ESTEE COS INC$2,2570.02%31,444CommonSOLE
89400J107TRUTRANSUNION$2,2490.02%32,500CommonSOLE
053611109AVYAVERY DENNISON CORP$2,2450.02%13,000CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$2,2410.02%26,359CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2,2300.02%41,385CommonSOLE
G8473T100STESTERIS PLC$2,2110.02%10,000CommonSOLE
92276F100VTRVENTAS INC$2,2080.02%27,000CommonSOLE
336433107FSLRFIRST SOLAR INC$2,2010.02%11,160CommonSOLE
384109104GGGGRACO INC$2,2010.02%26,000CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUITIES INC$2,1820.02%47,000CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2,1750.02%113,500CommonSOLE
H11356104BGBUNGE GLOBAL SA$2,1530.02%16,923CommonSOLE
460146103IPINTERNATIONAL PAPER CO$2,1420.02%60,000CommonSOLE
69370C100PTCPTC INC$2,1380.02%15,006CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$2,1300.02%48,000CommonSOLE
64110D104NTAPNETAPP INC$2,1130.02%20,638CommonSOLE
770700102HOODROBINHOOD MKTS INC$2,0790.02%30,000CommonSOLE
315616102FFIVF5 INC$2,0750.02%7,171CommonSOLE
74460D109PSAPUBLIC STORAGE$2,0130.02%7,432CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$2,0000.02%19,982CommonSOLE
21873S108CRWVCOREWEAVE INC$1,9990.02%25,802CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1,9990.02%10,200CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1,9930.02%6,624CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$1,9930.02%28,000CommonSOLE
025932104AFGAMERICAN FINL GROUP INC OHIO$1,9810.02%15,508CommonSOLE
457669307INSMINSMED INC$1,9620.02%12,000CommonSOLE
87165B103SYFSYNCHRONY FINL$1,9520.02%28,691CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1,9370.02%13,381CommonSOLE
896239100TRMBTRIMBLE INC$1,9270.02%29,541CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1,9220.02%9,692CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1,9130.02%30,650CommonSOLE
49446R109KIMKIMCO RLTY CORP$1,8990.01%84,500CommonSOLE
G3265R107APTVAPTIV PLC NEW$1,8830.01%27,113CommonSOLE
74624M102PEVERPURE INC$1,8770.01%31,787CommonSOLE
775711104ROLROLLINS INC$1,8690.01%34,989CommonSOLE
171340102CHDCHURCH & DWIGHT INC$1,8660.01%20,000CommonSOLE
29530P102ERIEERIE INDTY CO$1,8630.01%7,412CommonSOLE
942622200WSOWATSCO INC$1,8540.01%5,096CommonSOLE
31620R303FNFFIDELITY NATL FINL INC NEW$1,8500.01%39,897CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$1,8470.01%12,927CommonSOLE
372460105GPCGENUINE PARTS CO$1,8450.01%17,443CommonSOLE
222795502CUZCOUSINS PPTYS INC$1,8390.01%81,500CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1,8350.01%18,000CommonSOLE
98980G102ZSZSCALER INC$1,8170.01%12,952CommonSOLE
40434L105HPQHP INC$1,8150.01%94,503CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1,8120.01%45,000CommonSOLE
00766T100ACMAECOM$1,7810.01%21,000CommonSOLE
74743L100QQNITY ELECTRONICS INC$1,7770.01%15,401CommonSOLE
579780206MKCMCCORMICK & CO INC$1,7110.01%33,929CommonSOLE
45784P101PODDINSULET CORP$1,6790.01%8,000CommonSOLE
256746108DLTRDOLLAR TREE INC$1,6430.01%15,000CommonSOLE
92343E102VRSNVERISIGN INC$1,6260.01%6,548CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$1,6190.01%20,750CommonSOLE
35137L105FOXAFOX CORP$1,6040.01%27,471CommonSOLE
29362U104ENTGENTEGRIS INC$1,5950.01%13,604CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$1,5810.01%12,000CommonSOLE
60937P106MDBMONGODB INC$1,5790.01%6,451CommonSOLE
866674104SUISUN CMNTYS INC$1,5750.01%12,500CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$1,5730.01%19,571CommonSOLE
49427F108KRCKILROY RLTY CORP$1,5520.01%55,000CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1,5130.01%4,418CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$1,4990.01%70,000CommonSOLE
366651107ITGARTNER INC$1,4740.01%9,308CommonSOLE
04626A103ALABASTERA LABS INC$1,4560.01%13,283CommonSOLE
15135B101CNCCENTENE CORP DEL$1,4410.01%44,000CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC NEW$1,4020.01%6,496CommonSOLE
Q4982L109IRENIREN LTD$1,3910.01%40,568CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$1,3460.01%70,000CommonSOLE
278768106SATSECHOSTAR CORP$1,2980.01%11,087CommonSOLE
216648501COOCOOPER COS INC$1,2510.01%17,500CommonSOLE
668771108GENGEN DIGITAL INC$1,2360.01%65,638CommonSOLE
46817M107JXNJACKSON FINL INC$1,2170.01%11,508CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1,1920.01%55,153CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$1,1130.01%34,000CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$1,0960.01%25,000CommonSOLE
75734B100RDDTREDDIT INC$1,0600.01%7,873CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$1,0570.01%8,700CommonSOLE
46222L108IONQIONQ INC$1,0290.01%35,698CommonSOLE
88339J105TTDTHE TRADE DESK INC$9930.01%43,753CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORP$9310.01%4,455CommonSOLE
26884U109EPREPR PPTYS$8940.01%17,900CommonSOLE
444859102HUMHUMANA INC$8670.01%5,000CommonSOLE
79589L106IOTSAMSARA INC$8600.01%27,128CommonSOLE
929042109VNOVORNADO RLTY TR$8320.01%32,000CommonSOLE
448579102HHYATT HOTELS CORP$8170.01%5,679CommonSOLE
58463J304MPTMEDICAL PPTYS TR INC$7820.01%168,900CommonSOLE
65249B109NWSANEWS CORP NEW$7270.01%29,154CommonSOLE
03064D108COLDAMERICOLD RLTY TR INC$6300.00%55,000CommonSOLE
720190206PDMPIEDMONT RLTY TR INC$5650.00%86,000CommonSOLE
25754A201DPZDOMINOS PIZZA INC$5060.00%1,411CommonSOLE
297178105ESSESSEX PPTY TR INC$4840.00%2,000CommonSOLE
78440X887SLGSL GREEN RLTY CORP$4060.00%11,000CommonSOLE
83304A106SNAPSNAP INC$3860.00%83,996CommonSOLE
925283103VSNTVERSANT MEDIA GROUP INC$3300.00%8,907CommonSOLE
444097406HPPHUDSON PAC PPTYS INC$1380.00%23,285CommonSOLE

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.