MondegarAI
COMMERZBANK AKTIENGESELLSCHAFT /FI

Q2 2025 · 13F-HR

COMMERZBANK AKTIENGESELLSCHAFT /FIholdings as filed

Filed 2025-07-24 · accession 0001683168-25-005332

$4.4M
Reported value
349
Positions
2025-06-30
Period end
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The Brief · COMMERZBANK AKTIENGESELLSCHAFT /FI · Q2 2025

AI · grounded in 13F

COMMERZBANK AKTIENGESELLSCHAFT /FI established a new position in MSFT valued at $446,752. The fund also initiated new stakes in GOOGL for $298,231 and AAPL for $218,292. Other new additions include AVGO at $176,407 and NVDA at $154,407. Total assets under management stand at $4,363,683 across 349 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$446,75210.2%898,157CommonSOLE
02079K305GOOGLALPHABET INC$298,2316.83%1,692,280CommonSOLE
037833100AAPLAPPLE INC$218,2925.00%1,063,957CommonSOLE
11135F101AVGOBROADCOM INC$176,4074.04%639,966CommonSOLE
67066G104NVDANVIDIA CORPORATION$154,4073.54%977,324CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$151,5483.47%522,740CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$150,7243.45%511,311CommonSOLE
191216100KOCOCA COLA CO$135,0593.10%1,908,957CommonSOLE
478160104JNJJOHNSON & JOHNSON$128,3342.94%840,160CommonSOLE
92826C839VVISA INC$118,9702.73%335,080CommonSOLE
166764100CVXCHEVRON CORP NEW$117,4662.69%820,348CommonSOLE
580135101MCDMCDONALDS CORP$106,4912.44%364,484CommonSOLE
00206R102TAT&T INC$106,4132.44%3,677,006CommonSOLE
17275R102CSCOCISCO SYS INC$105,9092.43%1,526,513CommonSOLE
30303M102METAMETA PLATFORMS INC$102,7692.36%139,237CommonSOLE
742718109PGPROCTER AND GAMBLE CO$99,6072.28%625,199CommonSOLE
023135106AMZNAMAZON COM INC$97,3202.23%443,595CommonSOLE
031162100AMGNAMGEN INC$90,9802.08%325,849CommonSOLE
747525103QCOMQUALCOMM INC$74,0301.70%464,837CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$68,8151.58%336,272CommonSOLE
438516106HONHONEYWELL INTL INC$67,5501.55%290,064CommonSOLE
30231G102XOMEXXON MOBIL CORP$66,2861.52%614,899CommonSOLE
149123101CATCATERPILLAR INC$64,9821.49%167,390CommonSOLE
68389X105ORCLORACLE CORP$56,3061.29%257,539CommonSOLE
437076102HDHOME DEPOT INC$42,9530.98%117,154CommonSOLE
872590104TMUST-MOBILE US INC$39,2280.90%164,643CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$39,0060.89%55,112CommonSOLE
713448108PEPPEPSICO INC$34,0550.78%257,914CommonSOLE
532457108LLYELI LILLY & CO$31,5930.72%40,528CommonSOLE
64110L106NFLXNETFLIX INC$30,5820.70%22,837CommonSOLE
002824100ABTABBOTT LABS$30,5130.70%224,343CommonSOLE
609207105MDLZMONDELEZ INTL INC$30,3410.70%449,897CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$29,1680.67%71,938CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$26,9620.62%47,980CommonSOLE
94106L109WMWASTE MGMT INC DEL$24,4180.56%106,712CommonSOLE
863667101SYKSTRYKER CORPORATION$24,0930.55%60,899CommonSOLE
00287Y109ABBVABBVIE INC$24,0730.55%129,688CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$23,6090.54%4,078CommonSOLE
369604301GEGE AEROSPACE$19,4530.45%75,578CommonSOLE
20030N101CMCSACOMCAST CORP NEW$18,9980.44%532,315CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$17,2620.40%55,332CommonSOLE
79466L302CRMSALESFORCE INC$15,8380.36%58,079CommonSOLE
58933Y105MRKMERCK & CO INC$15,6970.36%198,292CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$14,9320.34%49,959CommonSOLE
12572Q105CMECME GROUP INC$13,7060.31%49,729CommonSOLE
D18190898DBDEUTSCHE BANK A G$13,5780.31%463,744CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$13,3100.31%27,400CommonSOLE
59156R108METMETLIFE INC$12,4680.29%155,036CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$12,2550.28%39,735CommonSOLE
244199105DEDEERE & CO$12,0750.28%23,746CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$11,6560.27%269,389CommonSOLE
02079K107GOOGALPHABET INC$11,5040.26%64,852CommonSOLE
98419M100XYLXYLEM INC$11,4400.26%88,438CommonSOLE
717081103PFEPFIZER INC$11,0270.25%454,901CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$9,7080.22%36,286CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9,7050.22%9,804CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9,6950.22%96,048CommonSOLE
931142103WMTWALMART INC$9,5920.22%98,093CommonSOLE
458140100INTCINTEL CORP$9,5000.22%424,099CommonSOLE
902973304USBUS BANCORP$9,4940.22%209,801CommonSOLE
060505104BACBANK AMERICA CORP$9,4240.22%199,148CommonSOLE
31428X106FDXFEDEX CORP$9,0020.21%39,602CommonSOLE
254687106DISDISNEY WALT CO$8,9960.21%72,541CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8,3350.19%70,637CommonSOLE
88160R101TSLATESLA INC$8,2780.19%26,058CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7,9880.18%25,042CommonSOLE
654106103NKENIKE INC$7,8230.18%110,115CommonSOLE
832696405SJMJM SMUCKER CO/THE$7,5600.17%76,983CommonSOLE
882508104TXNTEXAS INSTRS INC$7,3770.17%35,530CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7,0530.16%31,911CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6,0050.14%11,050CommonSOLE
G54950103LINLINDE PLC$5,9110.14%12,597CommonSOLE
482480100KLACKLA CORP$5,6920.13%6,355CommonSOLE
00724F101ADBEADOBE INC$5,5990.13%14,471CommonSOLE
651639106NEMNEWMONT CORP$5,5580.13%95,406CommonSOLE
871607107SNPSSYNOPSYS INC$5,5420.13%10,808CommonSOLE
907818108UNPUNION PACIFIC CORP$5,4940.13%23,875CommonSOLE
855244109SBUXSTARBUCKS CORP$5,4390.12%59,353CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$5,3480.12%24,459CommonSOLE
038222105AMATAPPLIED MATLS INC$5,1520.12%28,142CommonSOLE
65339F101NEENEXTERA ENERGY INC$5,0570.12%72,837CommonSOLE
74340W103PLDPROLOGIS INC.$4,7660.11%45,335CommonSOLE
615369105MCOMOODYS CORP$4,6560.11%9,283CommonSOLE
500754106KHCKRAFT HEINZ CO$4,6000.11%178,144CommonSOLE
126650100CVSCVS HEALTH CORP$4,4820.10%64,971CommonSOLE
22822V101CCICROWN CASTLE INC$4,4470.10%43,288CommonSOLE
81762P102NOWSERVICENOW INC$4,4370.10%4,316CommonSOLE
40434L105HPQHP INC$4,3930.10%179,580CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,3860.10%9,850CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$4,3040.10%68,714CommonSOLE
29444U700EQIXEQUINIX INC$3,7980.09%4,774CommonSOLE
20825C104COPCONOCOPHILLIPS$3,6790.08%40,994CommonSOLE
H1467J104CBCHUBB LIMITED$3,6290.08%12,527CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$3,5940.08%27,873CommonSOLE
032654105ADIANALOG DEVICES INC$3,5460.08%14,896CommonSOLE
718546104PSXPHILLIPS 66$3,5230.08%29,529CommonSOLE
125523100CITHE CIGNA GROUP$3,5130.08%10,624CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,4290.08%24,164CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3,2190.07%34,498CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3,1180.07%41,958CommonSOLE
548661107LOWLOWE'S COS INC$3,1170.07%14,047CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUIT$3,0550.07%42,060CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$3,0130.07%147,327CommonSOLE
452308109ITWILLINOIS TOOL WORKS$2,9350.07%11,869CommonSOLE
09290D101BLKBLACKROCK INC$2,9110.07%2,774CommonSOLE
291011104EMREMERSON ELECTRIC CO$2,9000.07%21,747CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$2,8090.06%26,139CommonSOLE
756109104OREALTY INCOME CORP$2,7120.06%47,069CommonSOLE
682680103OKEONEOK INC NEW$2,6300.06%32,218CommonSOLE
406216101HALHALLIBURTON CO$2,5950.06%127,336CommonSOLE
345370860FFORD MOTOR CO$2,5860.06%238,276CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2,5830.06%18,949CommonSOLE
G5960L103MDTMEDTRONIC PLC$2,5590.06%29,356CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2,5300.06%27,837CommonSOLE
857477103STTSTATE STREET CORP$2,4510.06%23,046CommonSOLE
460690100IPGINTERPUBLIC GROUP OF COS INC$2,4450.06%99,850CommonSOLE
806857108SLBSCHLUMBERGER LTD$2,4400.06%72,197CommonSOLE
681919106OMCOMNICOM GROUP$2,3820.05%33,104CommonSOLE
87612E106TGTTARGET CORP$2,3700.05%24,019CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$2,3600.05%54,895CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2,3040.05%18,155CommonSOLE
88579Y101MMM3M CO$2,1660.05%14,229CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$2,1580.05%14,489CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2,1150.05%21,070CommonSOLE
075887109BDXBECTON DICKINSON & CO$2,0940.05%12,155CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$2,0840.05%39,490CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$2,0450.05%21,186CommonSOLE
925652109VICIVICI PROPERTIES INC$2,0380.05%62,494CommonSOLE
98389B100XELXCEL ENERGY INC$2,0250.05%29,721CommonSOLE
134429109CPBTHE CAMPBELL'S COMPANY$2,0070.05%65,461CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$1,9660.05%10,545CommonSOLE
172967424CCITIGROUP INC$1,9550.04%22,964CommonSOLE
74460D109PSAPUBLIC STORAGE$1,9480.04%6,637CommonSOLE
G29183103ETNEATON CORP PLC$1,9330.04%5,413CommonSOLE
941848103WATWATERS CORP$1,9180.04%5,496CommonSOLE
704326107PAYXPAYCHEX INC$1,9000.04%13,060CommonSOLE
126408103CSXCSX CORP$1,8480.04%56,611CommonSOLE
461202103INTUINTUIT INC$1,8450.04%2,342CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$1,7780.04%39,716CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$1,6780.04%15,887CommonSOLE
872540109TJXTJX COS INC NEW$1,6780.04%13,582CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1,6730.04%15,573CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,6530.04%9,010CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,6480.04%3,126CommonSOLE
020002101ALLALLSTATE CORP$1,6340.04%8,116CommonSOLE
370334104GISGENERAL MILLS INC$1,6030.04%30,928CommonSOLE
82509L107SHOPSHOPIFY INC$1,6030.04%13,899CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,5970.04%48,299CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1,5920.04%94,979CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP$1,5780.04%17,285CommonSOLE
55261F104MTBM & T BANK CORP$1,5740.04%8,111CommonSOLE
36828A101GEVGE VERNOVA INC$1,5550.04%2,937CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$1,5430.04%16,933CommonSOLE
444859102HUMHUMANA INC$1,5360.04%6,282CommonSOLE
816851109SRESEMPRA$1,5050.03%19,862CommonSOLE
001055102AFLAFLAC INC$1,5010.03%14,229CommonSOLE
98138H101WDAYWORKDAY INC$1,4920.03%6,216CommonSOLE
427866108HSYHERSHEY CO/THE$1,4860.03%8,953CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$1,4440.03%61,387CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$1,4370.03%27,217CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,4050.03%10,450CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$1,3890.03%5,912CommonSOLE
42226K105HRHEALTHCARE REALTY TRUST INC$1,3300.03%83,839CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,2850.03%845CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1,2780.03%10,368CommonSOLE
235851102DHRDANAHER CORPORATION$1,2750.03%6,455CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1,2540.03%27,077CommonSOLE
253393102DKSDICK'S SPORTING GOODS INC$1,2290.03%6,213CommonSOLE
701094104PHPARKER HANNIFIN CORP$1,2280.03%1,757CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1,1850.03%5,440CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$1,1640.03%5,467CommonSOLE
512807306LRCXLAM RESEARCH CORP$1,1600.03%11,907CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$1,1590.03%4,109CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,1520.03%2,960CommonSOLE
743315103PGRPROGRESSIVE CORP$1,1280.03%4,226CommonSOLE
040413205ANETARISTA NETWORKS INC$1,1250.03%10,995CommonSOLE
866674104SUISUN COMMUNITIES INC$1,0600.02%8,378CommonSOLE
205887102CAGCONAGRA BRANDS INC$1,0420.02%50,890CommonSOLE
053332102AZOAUTOZONE INC$1,0400.02%280CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1,0310.02%2,356CommonSOLE
21037T109CEGCONSTELLATION ENERGY$1,0240.02%3,172CommonSOLE
127097103CTRACOTERRA ENERGY INC$1,0150.02%39,953CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1,0040.02%24,400CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$1,0020.02%6,232CommonSOLE
842587107SOSOUTHERN CO/THE$9890.02%10,766CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$9780.02%9,420CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$9660.02%11,464CommonSOLE
372460105GPCGENUINE PARTS CO$9520.02%7,844CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$9520.02%3,717CommonSOLE
032095101APHAMPHENOL CORP-CL A$9520.02%9,638CommonSOLE
278642103EBAYEBAY INC.$9340.02%12,538CommonSOLE
693506107PPGPPG INDUSTRIES INC$9150.02%8,038CommonSOLE
15135B101CNCCENTENE CORP$9100.02%16,755CommonSOLE
231021106CMICUMMINS INC$8920.02%2,722CommonSOLE
95040Q104WELLWELLTOWER INC$8900.02%5,789CommonSOLE
337738108FISVFISERV INC$8880.02%5,149CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$8680.02%2,815CommonSOLE
09260D107BXBLACKSTONE INC$8630.02%5,764CommonSOLE
26875P101EOGEOG RESOURCES INC$8560.02%7,150CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$8260.02%5,935CommonSOLE
281020107EIXEDISON INTERNATIONAL$8170.02%15,814CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMM$8160.02%5,510CommonSOLE
58463J304MPTMEDICAL PROPERTIES TRUST INC$8120.02%188,287CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$8080.02%1,585CommonSOLE
30161N101EXCEXELON CORP$8050.02%18,526CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$7930.02%2,974CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO - B$7640.02%15,878CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$7400.02%5,589CommonSOLE
G0403H108AONAON PLC-CLASS A$7350.02%2,060CommonSOLE
053611109AVYAVERY DENNISON CORP$7340.02%4,181CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$7310.02%4,012CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$7260.02%41,436CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO/THE$7230.02%2,105CommonSOLE
023608102AEEAMEREN CORPORATION$6900.02%7,184CommonSOLE
92840M102VSTVISTRA CORP$6820.02%3,516CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$6820.02%4,802CommonSOLE
086516101BBYBEST BUY CO INC$6800.02%10,125CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$6780.02%2,994CommonSOLE
760759100RSGREPUBLIC SERVICES INC$6720.02%2,724CommonSOLE
501044101KRKROGER CO$6600.02%9,199CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$6460.01%13,834CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$6450.01%7,155CommonSOLE
40412C101HCAHCA HEALTHCARE INC$6400.01%1,670CommonSOLE
871829107SYYSYSCO CORP$6050.01%7,975CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$6050.01%1,931CommonSOLE
693718108PCARPACCAR INC$5990.01%6,295CommonSOLE
574599106MASMASCO CORP$5890.01%9,149CommonSOLE
25746U109DDOMINION ENERGY INC$5730.01%10,125CommonSOLE
G87052109TELTE CONNECTIVITY PLC$5660.01%3,565CommonSOLE
H11356104BGBUNGE GLOBAL SA$5620.01%6,989CommonSOLE
969457100WMBWILLIAMS COS INC$5550.01%8,831CommonSOLE
58155Q103MCKMCKESSON CORP$5460.01%745CommonSOLE
052769106ADSKAUTODESK INC$5450.01%1,759CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$5390.01%1,681CommonSOLE
19260Q107COINCOINBASE GLOBAL INC -CLASS A$5370.01%1,530CommonSOLE
49456B101KMIKINDER MORGAN INC$5330.01%18,119CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5220.01%3,796CommonSOLE
25179M103DVNDEVON ENERGY CORP$5200.01%16,325CommonSOLE
92936U109WPCWP CAREY INC$5170.01%8,280CommonSOLE
74762E102QUREQUANTA SVCS INC$5110.01%1,352CommonSOLE
571903202MARMARRIOTT INTERNATIONAL -CL A$5070.01%1,855CommonSOLE
46187W107INVHINVITATION HOMES INC$5020.01%15,292CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$4990.01%3,947CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$4970.01%11,444CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$4930.01%918CommonSOLE
69331C108PCGP G & E CORP$4870.01%34,867CommonSOLE
98978V103ZTSZOETIS INC$4810.01%3,081CommonSOLE
48251W104KKRKKR & CO INC$4790.01%3,598CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$4790.01%7,754CommonSOLE
278865100ECLECOLAB INC$4750.01%1,762CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4600.01%10,939CommonSOLE
911363109URIUNITED RENTALS INC$4560.01%605CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$4510.01%2,712CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4430.01%1,419CommonSOLE
172908105CTASCINTAS CORP$4360.01%1,955CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$4320.01%6,126CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY SA$4320.01%562CommonSOLE
12504L109CBRECBRE GROUP INC - A$4320.01%3,079CommonSOLE
75513E101RTXRTX CORPORATION$4270.01%2,922CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4250.01%1,009CommonSOLE
55354G100MSCIMSCI INC$4190.01%725CommonSOLE
34959E109FTNTFORTINET INC$4180.01%3,951CommonSOLE
G0250X107AMCRAMCOR PLC$4170.01%45,308CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$4140.01%23,028CommonSOLE
217204106CPRTCOPART INC$4140.01%8,417CommonSOLE
25809K105DASHDOORDASH INC - A$4080.01%1,654CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC-A$4020.01%981CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$3900.01%4,980CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$3850.01%1,759CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3780.01%6,715CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3730.01%2,001CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$3730.01%1,064CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3710.01%5,399CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3700.01%652CommonSOLE
101121101BXPBXP INC$3680.01%5,440CommonSOLE
631103108NDAQNASDAQ INC$3640.01%4,064CommonSOLE
03073E105CORCENCORA INC$3580.01%1,192CommonSOLE
031100100AMEAMETEK INC$3570.01%1,972CommonSOLE
H2906T109GRMNGARMIN LTD$3560.01%1,704CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3480.01%420CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$3470.01%1,989CommonSOLE
929160109VMCVULCAN MATERIALS CO$3470.01%1,329CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT- A$3460.01%9,565CommonSOLE
05722G100BKRBAKER HUGHES CO$3440.01%8,972CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$3430.01%641CommonSOLE
22052L104CTVACORTEVA INC$3420.01%4,580CommonSOLE
37045V100GMGENERAL MOTORS CO$3420.01%6,941CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$3400.01%2,351CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$3350.01%1,919CommonSOLE
29476L107EQREQUITY RESIDENTIAL$3350.01%4,957CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3330.01%2,932CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$3330.01%3,653CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3240.01%1,335CommonSOLE
059460303BBDBANCO BRADESCO-ADR$3230.01%104,208CommonSOLE
629377508NRGNRG ENERGY INC$3220.01%2,004CommonSOLE
24703L202DELLDELL TECHNOLOGIES -C$3220.01%2,622CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3160.01%601CommonSOLE
49177J102KVUEKENVUE INC$3090.01%14,759CommonSOLE
778296103ROSTROSS STORES INC$2960.01%2,320CommonSOLE
58733R102MELIMERCADOLIBRE INC$2960.01%113CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$2920.01%877CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$2890.01%3,937CommonSOLE
92276F100VTRVENTAS INC$2880.01%4,546CommonSOLE
143658300CCL1EURCARNIVAL CORP$2870.01%10,182CommonSOLE
92939U106WECWEC ENERGY GROUP INC$2850.01%2,729CommonSOLE
761152107RMDRESMED INC$2810.01%1,089CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$2770.01%3,401CommonSOLE
988498101YUMYUM! BRANDS INC$2760.01%1,859CommonSOLE
690742101OCOWENS CORNING$2760.01%2,002CommonSOLE
285512109EAELECTRONIC ARTS INC$2720.01%1,703CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2670.01%10,380CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$2630.01%3,933CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL-CLASS B$2610.01%20,205CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2580.01%1,700CommonSOLE
189054109CLXCLOROX COMPANY$2550.01%2,120CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2540.01%2,144CommonSOLE
260003108DOVDOVER CORP$2530.01%1,380CommonSOLE
42809H107HESHESS CORP$2520.01%1,812CommonSOLE
45687V106IRINGERSOLL-RAND INC$2520.01%3,027CommonSOLE
252131107DXCMDEXCOM INC$2520.01%2,881CommonSOLE
125896100CMSCMS ENERGY CORP$2480.01%3,566CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$2480.01%2,893CommonSOLE
03662Q105AKXANSYS INC$2470.01%702CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$2430.01%1,112CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$2420.01%330CommonSOLE
504922105LHLABCORP HOLDINGS INC$2420.01%920CommonSOLE
540424108LLOEWS CORP$2360.01%2,565CommonSOLE
311900104FASTFASTENAL CO$2360.01%5,606CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2360.01%3,182CommonSOLE
46284V101IRMIRON MOUNTAIN INC$2340.01%2,280CommonSOLE
233331107DTEDTE ENERGY COMPANY$2330.01%1,754CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$2330.01%2,922CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$2300.01%750CommonSOLE
384802104GWWWW GRAINGER INC$2260.01%217CommonSOLE
579780206MKCMCCORMICK & CO INC$2250.01%2,973CommonSOLE
30034W106EVRGEVERGY INC$2240.01%3,239CommonSOLE
303250104FICOFAIR ISAAC CORP$2180.00%119CommonSOLE
256677105DGDOLLAR GENERAL CORP$2170.00%1,897CommonSOLE
115236101BROBROWN & BROWN INC$2170.00%1,952CommonSOLE
45337C102INCYINCYTE CORP$2110.00%3,087CommonSOLE
443510607HUBBHUBBELL INC$2080.00%508CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2060.00%17,990CommonSOLE
526057104LENLENNAR CORP-A$2050.00%1,852CommonSOLE
02209S103MOALTRIA GROUP INC$2050.00%3,489CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2010.00%1,196CommonSOLE
493267108KEYKEYCORP$1840.00%10,511CommonSOLE
02319V103ABEVAMBEV SA-ADR$1790.00%73,961CommonSOLE
92556V106VTRSVIATRIS INC$1540.00%17,276CommonSOLE
17275R952CISCO SYS INC$290.00%11,500PUTSOLE

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.