MondegarAI
COMMERZBANK AKTIENGESELLSCHAFT /FI

Q1 2025 · 13F-HR

COMMERZBANK AKTIENGESELLSCHAFT /FIholdings as filed

Filed 2025-05-02 · accession 0001683168-25-003066

$4.3M
Reported value
349
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$340,9867.95%908,352CommonSOLE
02079K305GOOGLALPHABET INC$258,5336.02%1,671,841CommonSOLE
037833100AAPLAPPLE INC$233,4985.44%1,051,179CommonSOLE
11135F101AVGOBROADCOM INC$170,2613.97%1,016,907CommonSOLE
30303M102METAMETA PLATFORMS INC$161,4063.76%280,043CommonSOLE
478160104JNJJOHNSON & JOHNSON$160,7243.75%969,151CommonSOLE
742718109PGPROCTER AND GAMBLE CO$157,3293.67%923,181CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$142,6383.32%581,482CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$123,0442.87%494,828CommonSOLE
92826C839VVISA INC$114,0432.66%325,409CommonSOLE
580135101MCDMCDONALDS CORP$110,4662.57%353,637CommonSOLE
67066G104NVDANVIDIA CORPORATION$104,0572.42%960,111CommonSOLE
031162100AMGNAMGEN INC$102,5722.39%329,230CommonSOLE
149123101CATCATERPILLAR INC$101,7072.37%308,391CommonSOLE
747525103QCOMQUALCOMM INC$101,4712.36%660,574CommonSOLE
17275R102CSCOCISCO SYS INC$98,9692.31%1,603,771CommonSOLE
166764100CVXCHEVRON CORP NEW$94,3752.20%564,140CommonSOLE
438516106HONHONEYWELL INTL INC$93,3552.18%440,872CommonSOLE
30231G102XOMEXXON MOBIL CORP$90,4062.11%760,159CommonSOLE
023135106AMZNAMAZON COM INC$83,0031.93%436,262CommonSOLE
00206R102TAT&T INC$73,8351.72%2,610,868CommonSOLE
437076102HDHOME DEPOT INC$71,6151.67%195,407CommonSOLE
191216100KOCOCA COLA CO$69,8411.63%975,161CommonSOLE
609207105MDLZMONDELEZ INTL INC$67,6511.58%997,068CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$62,9181.47%368,715CommonSOLE
872590104TMUST-MOBILE US INC$52,2801.22%196,018CommonSOLE
68389X105ORCLORACLE CORP$50,4141.17%360,587CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$41,9180.98%84,240CommonSOLE
D18190898DBDEUTSCHE BANK A G$37,9860.89%1,594,046CommonSOLE
N3167Y103RACEFERRARI N V$37,5560.88%87,773CommonSOLE
532457108LLYELI LILLY & CO$33,4970.78%40,558CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$29,3130.68%53,658CommonSOLE
002824100ABTABBOTT LABS$28,1940.66%212,541CommonSOLE
79466L302CRMSALESFORCE INC$26,8430.63%100,027CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$25,7060.60%352,810CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$24,4190.57%46,624CommonSOLE
94106L109WMWASTE MGMT INC DEL$24,3120.57%105,015CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$23,5070.55%42,887CommonSOLE
863667101SYKSTRYKER CORPORATION$22,6100.53%60,739CommonSOLE
713448108PEPPEPSICO INC$20,3820.47%135,935CommonSOLE
369604301GEGE AEROSPACE$17,6150.41%88,011CommonSOLE
58933Y105MRKMERCK & CO INC$14,8790.35%165,767CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$14,5630.34%46,669CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14,1250.33%26,522CommonSOLE
20030N101CMCSACOMCAST CORP NEW$13,2980.31%360,386CommonSOLE
12572Q105CMECME GROUP INC$13,0480.30%49,185CommonSOLE
00287Y109ABBVABBVIE INC$12,4190.29%59,270CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$12,3600.29%2,683CommonSOLE
244199105DEDEERE & CO$11,7030.27%24,935CommonSOLE
98419M100XYLXYLEM INC$10,9680.26%91,816CommonSOLE
458140100INTCINTEL CORP$10,3790.24%457,040CommonSOLE
02079K107GOOGALPHABET INC$10,0010.23%64,017CommonSOLE
060505104BACBANK AMERICA CORP$9,8730.23%236,596CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$9,6910.23%36,646CommonSOLE
717081103PFEPFIZER INC$9,4110.22%371,370CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9,1090.21%9,631CommonSOLE
254687106DISDISNEY WALT CO$8,9660.21%90,840CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$8,2810.19%75,291CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8,1390.19%179,432CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8,0410.19%29,887CommonSOLE
64110L106NFLXNETFLIX INC$7,9700.19%8,547CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7,8330.18%64,222CommonSOLE
882508104TXNTEXAS INSTRS INC$7,8100.18%43,461CommonSOLE
31428X106FDXFEDEX CORP$7,4860.17%30,706CommonSOLE
902973304USBUS BANCORP$7,2760.17%172,332CommonSOLE
00724F101ADBEADOBE INC$7,0960.17%18,501CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6,9770.16%32,063CommonSOLE
949746101WMT2WELLS FARGO CO NEW$6,7290.16%93,726CommonSOLE
88160R101TSLATESLA INC$6,6230.15%25,557CommonSOLE
651639106NEMNEWMONT CORP$6,4710.15%134,041CommonSOLE
931142103WMTWALMART INC$5,7760.13%65,798CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$5,6770.13%23,264CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$5,5130.13%11,131CommonSOLE
832696405SJMJM SMUCKER CO/THE$5,4550.13%46,065CommonSOLE
654106103NKENIKE INC$5,3270.12%83,918CommonSOLE
G54950103LINLINDE PLC$5,1430.12%11,043CommonSOLE
88579Y101MMM3M CO$4,9750.12%33,874CommonSOLE
65339F101NEENEXTERA ENERGY INC$4,6840.11%66,070CommonSOLE
74340W103PLDPROLOGIS INC.$4,4790.10%40,066CommonSOLE
907818108UNPUNION PACIFIC CORP$4,4640.10%18,895CommonSOLE
59156R108METMETLIFE INC$4,4460.10%55,362CommonSOLE
500754106KHCKRAFT HEINZ CO$4,3200.10%141,952CommonSOLE
40434L105HPQHP INC$4,2790.10%154,504CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$4,2440.10%13,890CommonSOLE
482480100KLACKLA CORP$4,2020.10%6,181CommonSOLE
615369105MCOMOODYS CORP$4,1660.10%8,946CommonSOLE
038222105AMATAPPLIED MATLS INC$4,0200.09%27,701CommonSOLE
20825C104COPCONOCOPHILLIPS$4,0170.09%38,248CommonSOLE
22822V101CCICROWN CASTLE INC$4,0150.09%38,516CommonSOLE
126650100CVSCVS HEALTH CORP$3,6700.09%54,176CommonSOLE
617446448MSMORGAN STANLEY$3,5680.08%30,583CommonSOLE
H1467J104CBCHUBB LIMITED$3,5300.08%11,688CommonSOLE
125523100CITHE CIGNA GROUP$3,3070.08%10,049CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUIT$3,2160.07%34,754CommonSOLE
548661107LOWLOWE'S COS INC$3,0470.07%13,063CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2,8000.07%27,250CommonSOLE
032654105ADIANALOG DEVICES INC$2,7840.06%13,803CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2,7050.06%24,458CommonSOLE
30161N101EXCEXELON CORP$2,6880.06%58,324CommonSOLE
452308109ITWILLINOIS TOOL WORKS$2,6880.06%10,836CommonSOLE
29444U700EQIXEQUINIX INC$2,6360.06%3,233CommonSOLE
G5960L103MDTMEDTRONIC PLC$2,4670.06%27,450CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2,4200.06%25,822CommonSOLE
718546104PSXPHILLIPS 66$2,4060.06%19,479CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$2,3950.06%21,437CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$2,3820.06%49,602CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2,3440.05%35,929CommonSOLE
855244109SBUXSTARBUCKS CORP$2,2320.05%22,751CommonSOLE
075887109BDXBECTON DICKINSON & CO$2,2300.05%9,734CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2,2120.05%16,055CommonSOLE
291011104EMREMERSON ELECTRIC CO$2,2080.05%20,131CommonSOLE
345370860FFORD MOTOR CO$2,1920.05%218,465CommonSOLE
756109104OREALTY INCOME CORP$2,1660.05%37,333CommonSOLE
134429109CPBTHE CAMPBELL'S COMPANY$2,1480.05%53,783CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2,1110.05%17,057CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$2,0770.05%134,600CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$2,0300.05%13,739CommonSOLE
87612E106TGTTARGET CORP$1,9950.05%19,114CommonSOLE
925652109VICIVICI PROPERTIES INC$1,9590.05%60,052CommonSOLE
98138H101WDAYWORKDAY INC$1,9560.05%8,375CommonSOLE
704326107PAYXPAYCHEX INC$1,9280.04%12,493CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$1,9190.04%46,626CommonSOLE
98389B100XELXCEL ENERGY INC$1,9180.04%27,087CommonSOLE
941848103WATWATERS CORP$1,9100.04%5,182CommonSOLE
126408103CSXCSX CORP$1,8820.04%63,948CommonSOLE
172967424CCITIGROUP INC$1,8770.04%26,434CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$1,8290.04%19,905CommonSOLE
806857108SLBSCHLUMBERGER LTD$1,8180.04%43,486CommonSOLE
857477103STTSTATE STREET CORP$1,7770.04%19,848CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,6910.04%9,805CommonSOLE
444859102HUMHUMANA INC$1,6630.04%6,282CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1,6450.04%19,490CommonSOLE
235851102DHRDANAHER CORPORATION$1,6210.04%7,905CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,6160.04%3,181CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1,6030.04%11,271CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1,5900.04%15,763CommonSOLE
74460D109PSAPUBLIC STORAGE$1,5650.04%5,229CommonSOLE
020002101ALLALLSTATE CORP$1,5560.04%7,510CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1,5410.04%26,334CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,5040.04%43,944CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$1,4950.03%8,500CommonSOLE
375558103GILDGILEAD SCIENCES INC$1,4930.03%13,326CommonSOLE
682680103OKEONEOK INC$1,4810.03%14,921CommonSOLE
001055102AFLAFLAC INC$1,4670.03%13,185CommonSOLE
G29183103ETNEATON CORP PLC$1,4470.03%5,321CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$1,4380.03%18,361CommonSOLE
461202103INTUINTUIT INC$1,4380.03%2,342CommonSOLE
681919106OMCOMNICOM GROUP$1,4020.03%16,908CommonSOLE
81762P102NOWSERVICENOW INC$1,4020.03%1,761CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1,3870.03%8,654CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$1,3440.03%16,018CommonSOLE
816851109SRESEMPRA$1,3050.03%18,276CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,3010.03%2,989CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$1,2980.03%23,541CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1,2940.03%7,794CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$1,2180.03%85,714CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$1,2120.03%5,507CommonSOLE
743315103PGRPROGRESSIVE CORP$1,1970.03%4,226CommonSOLE
254709108DFSEURDISCOVER FINANCIAL SERVICES$1,1960.03%7,003CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$1,1820.03%28,832CommonSOLE
427866108HSYHERSHEY CO/THE$1,1720.03%6,847CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$1,1650.03%24,060CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,1440.03%827CommonSOLE
09290D101BLKBLACKROCK INC$1,1390.03%1,203CommonSOLE
55261F104MTBM & T BANK CORP$1,1390.03%6,370CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$1,1380.03%3,856CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1,1220.03%4,339CommonSOLE
370334104GISGENERAL MILLS INC$1,0970.03%18,333CommonSOLE
127097103CTRACOTERRA ENERGY INC$1,0590.02%36,628CommonSOLE
701094104PHPARKER HANNIFIN CORP$1,0400.02%1,710CommonSOLE
337738108FISVFISERV INC$1,0370.02%4,694CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$1,0050.02%6,892CommonSOLE
15135B101CNCCENTENE CORP$9960.02%16,395CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9950.02%66,240CommonSOLE
842587107SOSOUTHERN CO/THE$9930.02%10,794CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$9910.02%45,567CommonSOLE
58463J304MPTMEDICAL PROPERTIES TRUST INC$9570.02%158,646CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$9530.02%8,719CommonSOLE
42226K105HRHEALTHCARE REALTY TRUST INC$9430.02%55,787CommonSOLE
91913Y100VLOVALERO ENERGY CORP$9240.02%6,992CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$9210.02%14,237CommonSOLE
012653101ALBALBEMARLE CORP$9180.02%12,740CommonSOLE
040413205ANETARISTA NETWORKS INC$9170.02%11,828CommonSOLE
26875P101EOGEOG RESOURCES INC$9090.02%7,085CommonSOLE
595112103MUMICRON TECHNOLOGY INC$9030.02%10,389CommonSOLE
36828A101GEVGE VERNOVA INC$8990.02%2,942CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$8810.02%10,701CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO - B$8780.02%14,420CommonSOLE
95040Q104WELLWELLTOWER INC$8760.02%5,712CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$8760.02%5,935CommonSOLE
512807306LRCXLAM RESEARCH CORP$8750.02%12,035CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$8640.02%1,781CommonSOLE
372460105GPCGENUINE PARTS CO$8470.02%7,108CommonSOLE
871607107SNPSSYNOPSYS INC$8400.02%1,957CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$8380.02%3,536CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$8250.02%13,526CommonSOLE
693506107PPGPPG INDUSTRIES INC$8080.02%7,389CommonSOLE
09260D107BXBLACKSTONE INC$8060.02%5,764CommonSOLE
G0403H108AONAON PLC-CLASS A$8020.02%2,008CommonSOLE
872540109TJXTJX COMPANIES INC$7940.02%6,516CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$7940.02%2,356CommonSOLE
253393102DKSDICK'S SPORTING GOODS INC$7930.02%3,930CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$7790.02%3,062CommonSOLE
418056107HASHASBRO INC$7450.02%12,109CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO/THE$7360.02%2,105CommonSOLE
278642103EBAYEBAY INC.$7360.02%10,870CommonSOLE
866674104SUISUN COMMUNITIES INC$7320.02%5,689CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$7310.02%4,397CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$6840.02%477CommonSOLE
205887102CAGCONAGRA BRANDS INC$6830.02%25,593CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$6780.02%5,131CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$6770.02%2,974CommonSOLE
49456B101KMIKINDER MORGAN INC$6740.02%23,602CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$6700.02%5,601CommonSOLE
023608102AEEAMEREN CORPORATION$6690.02%6,662CommonSOLE
760759100RSGREPUBLIC SERVICES INC$6600.02%2,724CommonSOLE
052769106ADSKAUTODESK INC$6420.01%2,451CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$6370.01%4,012CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$6360.01%4,639CommonSOLE
032095101APHAMPHENOL CORP-CL A$6330.01%9,638CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$6240.01%3,476CommonSOLE
501044101KRKROGER CO$6150.01%9,073CommonSOLE
125269100CFCF INDUSTRIES HOLDINGS INC$6130.01%7,834CommonSOLE
316773100FITBFIFTH THIRD BANCORP$6070.01%15,473CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMM$5960.01%3,556CommonSOLE
21037T109CEGCONSTELLATION ENERGY$5910.01%2,929CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$5810.01%1,681CommonSOLE
69331C108PCGP G & E CORP$5810.01%33,768CommonSOLE
40412C101HCAHCA HEALTHCARE INC$5780.01%1,670CommonSOLE
693718108PCARPACCAR INC$5760.01%5,912CommonSOLE
25746U109DDOMINION ENERGY INC$5680.01%10,125CommonSOLE
053611109AVYAVERY DENNISON CORP$5600.01%3,145CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$5520.01%1,564CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$5400.01%10,939CommonSOLE
969457100WMBWILLIAMS COS INC$5280.01%8,831CommonSOLE
053332102AZOAUTOZONE INC$5190.01%136CommonSOLE
98978V103ZTSZOETIS INC$5080.01%3,081CommonSOLE
58155Q103MCKMCKESSON CORP$5020.01%745CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4900.01%24,219CommonSOLE
217204106CPRTCOPART INC$4770.01%8,417CommonSOLE
086516101BBYBEST BUY CO INC$4600.01%6,247CommonSOLE
46187W107INVHINVITATION HOMES INC$4570.01%13,091CommonSOLE
92936U109WPCWP CAREY INC$4430.01%7,007CommonSOLE
571903202MARMARRIOTT INTERNATIONAL -CL A$4420.01%1,855CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4420.01%1,009CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4340.01%11,444CommonSOLE
29082K105EMBCEMBECTA CORP$4240.01%33,282CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4230.01%1,419CommonSOLE
48251W104KKRKKR & CO INC$4160.01%3,598CommonSOLE
92840M102VSTVISTRA CORP$4130.01%3,516CommonSOLE
55354G100MSCIMSCI INC$4100.01%725CommonSOLE
278865100ECLECOLAB INC$4080.01%1,610CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4040.01%5,399CommonSOLE
12504L109CBRECBRE GROUP INC - A$4030.01%3,079CommonSOLE
172908105CTASCINTAS CORP$4020.01%1,955CommonSOLE
871829107SYYSYSCO CORP$4010.01%5,332CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$3990.01%1,989CommonSOLE
05722G100BKRBAKER HUGHES CO$3950.01%8,972CommonSOLE
75513E101RTXRTX CORPORATION$3870.01%2,922CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$3860.01%918CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3850.01%652CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3820.01%601CommonSOLE
34959E109FTNTFORTINET INC$3810.01%3,951CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$3810.01%7,477CommonSOLE
911363109URIUNITED RENTALS INC$3800.01%605CommonSOLE
281020107EIXEDISON INTERNATIONAL$3760.01%6,365CommonSOLE
H2906T109GRMNGARMIN LTD$3700.01%1,704CommonSOLE
74762E102QUREQUANTA SVCS INC$3650.01%1,436CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC-A$3620.01%981CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3610.01%4,980CommonSOLE
49177J102KVUEKENVUE INC$3540.01%14,759CommonSOLE
60770K107MRNAMODERNA INC$3480.01%12,261CommonSOLE
031100100AMEAMETEK INC$3400.01%1,972CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3380.01%6,715CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$3350.01%1,759CommonSOLE
03073E105CORCENCORA INC$3320.01%1,192CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$3280.01%23,028CommonSOLE
37045V100GMGENERAL MOTORS CO$3270.01%6,941CommonSOLE
101121101BXPBXP INC$3230.01%4,807CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$3170.01%10,830CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3140.01%4,379CommonSOLE
574599106MASMASCO CORP$3120.01%4,474CommonSOLE
929160109VMCVULCAN MATERIALS CO$3110.01%1,329CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT- A$3110.01%8,219CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$3110.01%641CommonSOLE
631103108NDAQNASDAQ INC$3090.01%4,064CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3070.01%3,804CommonSOLE
25809K105DASHDOORDASH INC - A$3030.01%1,654CommonSOLE
92276F100VTRVENTAS INC$3000.01%4,359CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2980.01%2,729CommonSOLE
778296103ROSTROSS STORES INC$2970.01%2,320CommonSOLE
988498101YUMYUM! BRANDS INC$2930.01%1,859CommonSOLE
42809H107HESHESS CORP$2900.01%1,812CommonSOLE
22052L104CTVACORTEVA INC$2890.01%4,580CommonSOLE
354613101BENFRANKLIN RESOURCES INC$2850.01%14,801CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$2850.01%1,072CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2770.01%1,335CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$2750.01%1,919CommonSOLE
125896100CMSCMS ENERGY CORP$2680.01%3,566CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$2610.01%4,116CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2600.01%2,001CommonSOLE
150870103CECELANESE CORP DEL$2590.01%4,569CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$2540.01%3,401CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$2540.01%750CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$2520.01%2,893CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2510.01%2,144CommonSOLE
285512109EAELECTRONIC ARTS INC$2470.01%1,703CommonSOLE
761152107RMDRESMED INC$2440.01%1,089CommonSOLE
260003108DOVDOVER CORP$2430.01%1,380CommonSOLE
45687V106IRINGERSOLL-RAND INC$2430.01%3,027CommonSOLE
233331107DTEDTE ENERGY COMPANY$2430.01%1,754CommonSOLE
115236101BROBROWN & BROWN INC$2430.01%1,952CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$2410.01%3,612CommonSOLE
24703L202DELLDELL TECHNOLOGIES -C$2390.01%2,622CommonSOLE
540424108LLOEWS CORP$2360.01%2,565CommonSOLE
059460303BBDBANCO BRADESCO-ADR$2330.01%104,208CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$2320.01%2,041CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2320.01%1,112CommonSOLE
37940X102GPNGLOBAL PAYMENTS INC$2270.01%2,316CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$2260.01%389CommonSOLE
30034W106EVRGEVERGY INC$2240.01%3,239CommonSOLE
03662Q105AKXANSYS INC$2230.01%702CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2220.01%1,700CommonSOLE
58733R102MELIMERCADOLIBRE INC$2210.01%113CommonSOLE
303250104FICOFAIR ISAAC CORP$2200.01%119CommonSOLE
311900104FASTFASTENAL CO$2180.01%2,803CommonSOLE
384802104GWWWW GRAINGER INC$2150.01%217CommonSOLE
05464C101AXONAXON ENTERPRISE INC$2150.01%407CommonSOLE
504922105LHLABCORP HOLDINGS INC$2150.01%920CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2130.00%1,507CommonSOLE
526057104LENLENNAR CORP-A$2130.00%1,852CommonSOLE
260557103DOWDOW INC$2120.00%6,058CommonSOLE
231021106CMICUMMINS INC$2110.00%671CommonSOLE
02209S103MOALTRIA GROUP INC$2100.00%3,489CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2090.00%3,933CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2080.00%1,296CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$2070.00%6,041CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2070.00%729CommonSOLE
902653104UDRUDR INC$2060.00%4,555CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$2030.00%1,965CommonSOLE
297178105ESSESSEX PROPERTY TRUST INC$2030.00%662CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$2020.00%2,922CommonSOLE
143130102KMXCARMAX INC$2010.00%2,576CommonSOLE
143658300CCL1EURCARNIVAL CORP$1990.00%10,182CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1930.00%17,969CommonSOLE
02319V103ABEVAMBEV SA-ADR$1730.00%73,961CommonSOLE
493267108KEYKEYCORP$1690.00%10,511CommonSOLE
92556V106VTRSVIATRIS INC$1500.00%17,276CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL-CLASS B$1210.00%10,095CommonSOLE

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.