MondegarAI
COMMERZBANK AKTIENGESELLSCHAFT /FI

Q4 2025 · 13F-HR

COMMERZBANK AKTIENGESELLSCHAFT /FIholdings as filed

Filed 2026-02-05 · accession 0001683168-26-000779

$4.9M
Reported value
374
Positions
2025-12-31
Period end
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The Brief · COMMERZBANK AKTIENGESELLSCHAFT /FI · Q4 2025

AI · grounded in 13F

COMMERZBANK AKTIENGESELLSCHAFT /FI increased its position in VZ by 256.035%. The fund also accumulated shares of CSCO and HON by 48.3828% and 39.1899%, respectively. On the sell side, the fund trimmed its holdings in TMUS by 65.4051% and GOOGL by 33.3582%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$308,0816.27%984,283CommonSOLE
594918104MSFTMICROSOFT CORP$306,5436.24%633,851CommonSOLE
037833100AAPLAPPLE INC$279,9635.70%1,029,804CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$191,5353.90%646,619CommonSOLE
478160104JNJJOHNSON & JOHNSON$184,0593.75%889,390CommonSOLE
17275R102CSCOCISCO SYS INC$181,3793.69%2,354,648CommonSOLE
92826C839VVISA INC$176,0193.58%501,893CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$156,8503.19%486,779CommonSOLE
191216100KOCOCA COLA CO$155,2613.16%2,220,868CommonSOLE
67066G104NVDANVIDIA CORPORATION$155,0083.15%831,141CommonSOLE
11135F101AVGOBROADCOM INC$149,6023.04%432,252CommonSOLE
166764100CVXCHEVRON CORP NEW$128,3862.61%842,374CommonSOLE
D18190898DBDEUTSCHE BANK A G$125,6592.56%3,258,795CommonSOLE
580135101MCDMCDONALDS CORP$125,0932.55%409,297CommonSOLE
00206R102TAT&T INC$111,9992.28%4,508,830CommonSOLE
30303M102METAMETA PLATFORMS INC$105,6532.15%160,059CommonSOLE
30231G102XOMEXXON MOBIL CORP$85,0771.73%706,971CommonSOLE
023135106AMZNAMAZON COM INC$84,3601.72%365,478CommonSOLE
742718109PGPROCTER AND GAMBLE CO$83,4301.70%582,167CommonSOLE
438516106HONHONEYWELL INTL INC$82,3821.68%422,277CommonSOLE
149123101CATCATERPILLAR INC$79,1481.61%138,161CommonSOLE
747525103QCOMQUALCOMM INC$59,8251.22%349,752CommonSOLE
437076102HDHOME DEPOT INC$57,4601.17%166,986CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$55,7341.13%302,572CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$55,5901.13%63,242CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$49,3921.00%1,212,673CommonSOLE
713448108PEPPEPSICO INC$48,7820.99%339,899CommonSOLE
031162100AMGNAMGEN INC$48,6220.99%148,549CommonSOLE
532457108LLYELI LILLY & CO$40,0050.81%37,225CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$36,9550.75%63,776CommonSOLE
58933Y105MRKMERCK & CO INC$36,9210.75%350,758CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$32,7620.67%57,388CommonSOLE
68389X105ORCLORACLE CORP$32,6960.67%167,747CommonSOLE
94106L109WMWASTE MGMT INC DEL$31,1340.63%141,705CommonSOLE
609207105MDLZMONDELEZ INTL INC$28,3620.58%526,885CommonSOLE
64110L106NFLXNETFLIX INC$24,6040.50%262,417CommonSOLE
369604301GEGE AEROSPACE$23,1090.47%75,023CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$22,8360.46%69,176CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$21,6610.44%371,027CommonSOLE
20030N101CMCSACOMCAST CORP NEW$19,2420.39%643,759CommonSOLE
79466L302CRMSALESFORCE INC$18,6580.38%70,432CommonSOLE
00287Y109ABBVABBVIE INC$18,1450.37%79,412CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$17,3300.35%3,236CommonSOLE
02079K107GOOGALPHABET INC$16,8940.34%53,836CommonSOLE
12572Q105CMECME GROUP INC$16,0820.33%58,892CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$15,7230.32%58,601CommonSOLE
931142103WMTWALMART INC$15,4460.31%138,641CommonSOLE
98419M100XYLXYLEM INC$14,8390.30%108,968CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$14,7770.30%29,398CommonSOLE
060505104BACBANK AMERICA CORP$14,5460.30%264,474CommonSOLE
002824100ABTABBOTT LABS$14,2320.29%113,596CommonSOLE
88160R101TSLATESLA INC$13,4330.27%29,869CommonSOLE
29444U700EQIXEQUINIX INC$13,3920.27%17,479CommonSOLE
00724F101ADBEADOBE INC$13,3040.27%38,013CommonSOLE
717081103PFEPFIZER INC$13,0680.27%524,826CommonSOLE
31428X106FDXFEDEX CORP$13,0560.27%45,198CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$12,4590.25%162,500CommonSOLE
882508104TXNTEXAS INSTRS INC$12,1340.25%69,943CommonSOLE
911312106UPSUNITED PARCEL SERVICE-CL B$11,5480.23%116,427CommonSOLE
03027X100AMTAMERICAN TOWER CORP$11,5340.23%65,696CommonSOLE
872590104TMUST-MOBILE US INC$11,3730.23%56,013CommonSOLE
458140100INTCINTEL CORP$10,5350.21%285,507CommonSOLE
949746101WMT2WELLS FARGO & CO$10,0590.20%107,926CommonSOLE
902973304USBUS BANCORP$9,9810.20%187,049CommonSOLE
74144T108TROWT ROWE PRICE GROUP INC$9,6430.20%94,184CommonSOLE
654106103NKENIKE INC$9,2450.19%145,110CommonSOLE
59156R108METMETLIFE INC$8,7530.18%110,887CommonSOLE
025816109AXPAMERICAN EXPRESS CO$8,6860.18%23,478CommonSOLE
863667101SYKSTRYKER CORPORATION$8,1320.17%23,137CommonSOLE
855244109SBUXSTARBUCKS CORP$8,1240.17%96,476CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8,1040.16%69,145CommonSOLE
375558103GILDGILEAD SCIENCES INC$8,0980.16%65,978CommonSOLE
482480100KLACKLA CORP$7,9880.16%6,574CommonSOLE
832696405SJMJM SMUCKER CO/THE$7,9620.16%81,398CommonSOLE
09290D101BLKBLACKROCK INC$7,9390.16%7,417CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$7,6380.16%8,857CommonSOLE
20825C104COPCONOCOPHILLIPS$7,4680.15%79,782CommonSOLE
74340W103PLDPROLOGIS INC.$7,3960.15%57,934CommonSOLE
G54950103LINLINDE PLC$7,3350.15%17,202CommonSOLE
038222105AMATAPPLIED MATLS INC$7,0540.14%27,448CommonSOLE
040413205ANETARISTA NETWORKS INC$7,0500.14%53,807CommonSOLE
806857108SLBSLB LIMITED$6,9100.14%180,047CommonSOLE
907818108UNPUNION PACIFIC CORP$6,8220.14%29,492CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6,6130.13%11,677CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$6,1500.13%64,500CommonSOLE
617446448MSMORGAN STANLEY$6,0490.12%34,072CommonSOLE
254687106DISDISNEY WALT CO$5,9830.12%52,590CommonSOLE
682680103OKEONEOK INC$5,8860.12%80,080CommonSOLE
49456B101KMIKINDER MORGAN INC$5,7510.12%209,202CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$5,7330.12%19,765CommonSOLE
681919106OMCOMNICOM GROUP$5,6540.12%70,023CommonSOLE
22822V101CCICROWN CASTLE INC$5,6110.11%63,142CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5,5040.11%54,556CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5,5040.11%55,092CommonSOLE
032654105ADIANALOG DEVICES INC$5,3050.11%19,561CommonSOLE
718546104PSXPHILLIPS 66$5,2490.11%40,678CommonSOLE
500754106KHCKRAFT HEINZ CO/THE$5,0650.10%208,860CommonSOLE
125523100CITHE CIGNA GROUP$5,0610.10%18,388CommonSOLE
461202103INTUINTUIT$5,0280.10%7,590CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4,9440.10%19,221CommonSOLE
615369105MCOMOODYS CORP$4,8440.10%9,482CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4,6650.09%57,097CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$4,5350.09%39,332CommonSOLE
126650100CVSCVS HEALTH CORP$4,3210.09%54,453CommonSOLE
548661107LOWLOWE'S COS INC$4,2630.09%17,676CommonSOLE
H1467J104CBCHUBB LIMITED$4,1650.08%13,343CommonSOLE
G5960L103MDTMEDTRONIC PLC$4,1350.08%43,050CommonSOLE
65339F101NEENEXTERA ENERGY INC$4,0310.08%50,213CommonSOLE
925652109VICIVICI PROPERTIES INC$3,9910.08%141,935CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQUIT$3,9690.08%81,107CommonSOLE
406216101HALHALLIBURTON CO$3,8870.08%137,536CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,8440.08%17,950CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3,8260.08%48,420CommonSOLE
001055102AFLAFLAC INC$3,7400.08%33,921CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3,6680.07%8,091CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$3,5710.07%31,632CommonSOLE
81762P102NOWSERVICENOW INC$3,5390.07%23,100CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$3,5030.07%29,254CommonSOLE
452308109ITWILLINOIS TOOL WORKS$3,4670.07%14,075CommonSOLE
857477103STTSTATE STREET CORP$3,4610.07%26,828CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3,4530.07%19,425CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$3,3750.07%68,592CommonSOLE
291011104EMREMERSON ELECTRIC CO$3,3440.07%25,197CommonSOLE
651639106NEMNEWMONT CORP$3,2420.07%32,471CommonSOLE
053332102AZOAUTOZONE INC$3,2350.07%954CommonSOLE
075887109BDXBECTON DICKINSON & CO$3,2270.07%16,627CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$3,2110.07%66,088CommonSOLE
82509L107SHOPSHOPIFY INC$3,1310.06%19,452CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3,0900.06%31,112CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3,0690.06%10,754CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3,0470.06%7,831CommonSOLE
87612E106TGTTARGET CORP$3,0370.06%31,071CommonSOLE
512807306LRCXLAM RESEARCH CORP$3,0330.06%17,721CommonSOLE
40434L105HPQHP INC$3,0250.06%135,751CommonSOLE
00130H105AESAES CORP$2,8520.06%198,912CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP$2,7970.06%24,095CommonSOLE
756109104OREALTY INCOME CORP$2,7950.06%49,577CommonSOLE
032095101APHAMPHENOL CORP NEW$2,7830.06%20,597CommonSOLE
58733R102MELIMERCADOLIBRE INC$2,7330.06%1,357CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP$2,6480.05%12,687CommonSOLE
172062101CINFCINCINNATI FINANCIAL CORP$2,6280.05%16,092CommonSOLE
98389B100XELXCEL ENERGY INC$2,6110.05%35,346CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2,5840.05%92,237CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$2,5520.05%18,518CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$2,5160.05%104,759CommonSOLE
370334104GISGENERAL MILLS INC$2,5060.05%53,902CommonSOLE
501044101KRKROGER CO$2,5000.05%40,015CommonSOLE
88579Y101MMM3M CO$2,4580.05%15,350CommonSOLE
24703L202DELLDELL TECHNOLOGIES -C$2,4340.05%19,333CommonSOLE
693506107PPGPPG INDUSTRIES INC$2,4210.05%23,630CommonSOLE
892356106TSCOTRACTOR SUPPLY COMPANY$2,3800.05%47,583CommonSOLE
030420103AWKAMERICAN WATER WORKS CO INC$2,3590.05%18,075CommonSOLE
704326107PAYXPAYCHEX INC$2,3470.05%20,926CommonSOLE
126408103CSXCSX CORP$2,3470.05%64,740CommonSOLE
244199105DEDEERE & CO$2,3150.05%4,972CommonSOLE
172967424CCITIGROUP INC$2,3140.05%19,827CommonSOLE
345370860FFORD MOTOR CO$2,3060.05%175,794CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$2,2330.05%12,038CommonSOLE
693718108PCARPACCAR INC$2,1590.04%19,715CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC$2,1510.04%8,708CommonSOLE
55261F104MTBM & T BANK CORP$2,0790.04%10,321CommonSOLE
816851109SRESEMPRA$2,0530.04%23,249CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP$2,0020.04%73,883CommonSOLE
36828A101GEVGE VERNOVA INC$1,9950.04%3,052CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP$1,9900.04%34,064CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1,9830.04%114,278CommonSOLE
020002101ALLALLSTATE CORP$1,9580.04%9,409CommonSOLE
941848103WATWATERS CORP$1,9530.04%5,142CommonSOLE
427866108HSYHERSHEY CO/THE$1,9350.04%10,634CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1,9050.04%12,673CommonSOLE
036752103ELVELEVANCE HEALTH INC$1,9040.04%5,431CommonSOLE
03831W108APPAPPLOVIN CORP-CLASS A$1,8910.04%2,806CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CO$1,8600.04%32,349CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,8590.04%11,479CommonSOLE
988498101YUMYUM! BRANDS INC$1,8000.04%11,900CommonSOLE
701094104PHPARKER HANNIFIN CORP$1,7440.04%1,984CommonSOLE
74460D109PSAPUBLIC STORAGE$1,7220.04%6,637CommonSOLE
78409V104SPGIS&P GLOBAL INC$1,6960.03%3,245CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,6660.03%10,234CommonSOLE
281020107EIXEDISON INTERNATIONAL$1,6580.03%27,626CommonSOLE
311900104FASTFASTENAL CO$1,6450.03%40,990CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$1,6190.03%5,608CommonSOLE
231021106CMICUMMINS INC$1,6190.03%3,171CommonSOLE
278642103EBAYEBAY INC$1,5940.03%18,298CommonSOLE
871607107SNPSSYNOPSYS INC$1,5570.03%3,315CommonSOLE
127097103CTRACOTERRA ENERGY INC$1,5160.03%57,617CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$1,5150.03%7,832CommonSOLE
253393102DKSDICK'S SPORTING GOODS INC$1,4870.03%7,511CommonSOLE
189054109CLXCLOROX COMPANY$1,4710.03%14,585CommonSOLE
744573106PEGPUBLIC SERVICE ENTERPRISE GP$1,4550.03%18,118CommonSOLE
086516101BBYBEST BUY CO INC$1,4520.03%21,695CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1,4410.03%6,474CommonSOLE
233331107DTEDTE ENERGY COMPANY$1,4400.03%11,163CommonSOLE
053611109AVYAVERY DENNISON CORP$1,4340.03%7,886CommonSOLE
42226K105HRHEALTHCARE REALTY TRUST INC$1,4210.03%83,839CommonSOLE
98978V103ZTSZOETIS INC$1,3940.03%11,081CommonSOLE
G29183103ETNEATON CORP PLC$1,3740.03%4,315CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1,3590.03%29,029CommonSOLE
49177J102KVUEKENVUE INC$1,3570.03%78,668CommonSOLE
871829107SYYSYSCO CORP$1,3490.03%18,312CommonSOLE
14040H105COFCAPITAL ONE FINANCIAL CORP$1,3390.03%5,523CommonSOLE
235851102DHRDANAHER CORP$1,3270.03%5,798CommonSOLE
828806109SPGSIMON PROPERTY GROUP INC$1,3270.03%7,170CommonSOLE
H2906T109GRMNGARMIN LTD$1,3220.03%6,518CommonSOLE
H11356104BGBUNGE GLOBAL SA$1,2900.03%14,482CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMM$1,2860.03%9,261CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP$1,2770.03%14,475CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1,2770.03%6,937CommonSOLE
049560105ATOATMOS ENERGY CORP$1,2530.03%7,477CommonSOLE
95040Q104WELLWELLTOWER INC$1,2530.03%6,750CommonSOLE
872540109TJXTJX COMPANIES INC$1,2180.02%7,930CommonSOLE
G0250X107AMCRAMCOR PLC$1,2080.02%144,887CommonSOLE
21037T109CEGCONSTELLATION ENERGY$1,1870.02%3,360CommonSOLE
372460105GPCGENUINE PARTS CO$1,1580.02%9,414CommonSOLE
842587107SOSOUTHERN CO/THE$1,1560.02%13,254CommonSOLE
12541W209CHRWC.H. ROBINSON WORLDWIDE INC$1,1490.02%7,148CommonSOLE
58463J304MPTMEDICAL PROPERTIES TRUST INC$1,1460.02%229,118CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1,1410.02%858CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1,1350.02%13,601CommonSOLE
25179M103DVNDEVON ENERGY CORP$1,1050.02%30,171CommonSOLE
526057104LENLENNAR CORP-A$1,0700.02%10,411CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIO$1,0650.02%4,772CommonSOLE
29670G102WTRGESSENTIAL UTILITIES INC$1,0460.02%27,263CommonSOLE
866674104SUISUN COMMUNITIES INC$1,0380.02%8,378CommonSOLE
98138H101WDAYWORKDAY INC$1,0340.02%4,816CommonSOLE
574599106MASMASCO CORP$1,0270.02%16,184CommonSOLE
749685103RPMRPM INTERNATIONAL INC$1,0270.02%9,874CommonSOLE
695156109PKGPACKAGING CORP OF AMERICA$1,0210.02%4,950CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC- CL A$9820.02%25,417CommonSOLE
25754A201DPZDOMINO'S PIZZA INC$9620.02%2,307CommonSOLE
743315103PGRPROGRESSIVE CORP$9620.02%4,226CommonSOLE
579780206MKCMCCORMICK & CO-NON VTG SHRS$9600.02%14,096CommonSOLE
15135B101CNCCENTENE CORP$9330.02%22,685CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$9170.02%2,356CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$9080.02%1,936CommonSOLE
09260D107BXBLACKSTONE INC$8880.02%5,764CommonSOLE
127387108CDNSCADENCE DESIGN SYS INC$8800.02%2,815CommonSOLE
668771108GENGEN DIGITAL INC$8780.02%32,286CommonSOLE
92939U106WECWEC ENERGY GROUP INC$8760.02%8,311CommonSOLE
30161N101EXCEXELON CORP$8670.02%19,901CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$8490.02%6,214CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$8300.02%2,732CommonSOLE
084423102WRBWR BERKLEY CORP$7960.02%11,347CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$7800.02%14,457CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$7740.02%14,174CommonSOLE
009066101ABNBAIRBNB INC-CLASS A$7710.02%5,678CommonSOLE
26875P101EOGEOG RESOURCES INC$7650.02%7,282CommonSOLE
833034101SNASNAP-ON INC$7600.02%2,206CommonSOLE
40412C101HCAHCA HEALTHCARE INC$7450.02%1,596CommonSOLE
G0403H108AONAON PLC-CLASS A$7410.02%2,100CommonSOLE
64110D104NTAPNETAPP INC$7090.01%6,623CommonSOLE
03769M106APOAPOLLO GLOBAL MANAGEMENT INC$6970.01%4,814CommonSOLE
45167R104IEXIDEX CORP$6910.01%3,884CommonSOLE
43300A203HLTHILTON WORLDWIDE HOLDINGS IN$6870.01%2,392CommonSOLE
69331C108PCGP G & E CORP$6870.01%42,734CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO/THE$6820.01%2,105CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$6810.01%42,345CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HOLDINGS$6470.01%2,351CommonSOLE
67103H107ORLYO'REILLY AUTOMOTIVE INC$6400.01%7,019CommonSOLE
37045V100GMGENERAL MOTORS CO$6390.01%7,861CommonSOLE
G87052109TELTE CONNECTIVITY PLC$6390.01%2,810CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC$6210.01%918CommonSOLE
36467J108GLPIGAMING AND LEISURE PROPERTIE$6180.01%13,834CommonSOLE
58155Q103MCKMCKESSON CORP$6110.01%745CommonSOLE
134429109CPBTHE CAMPBELL'S COMPANY$6020.01%21,612CommonSOLE
25746U109DDOMINION ENERGY INC$5930.01%10,125CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5810.01%11,444CommonSOLE
760759100RSGREPUBLIC SERVICES INC$5770.01%2,724CommonSOLE
571903202MARMARRIOTT INTERNATIONAL -CL A$5560.01%1,793CommonSOLE
440452100HRLHORMEL FOODS CORP$5550.01%23,436CommonSOLE
92840M102VSTVISTRA CORP$5460.01%3,384CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$5390.01%1,931CommonSOLE
75513E101RTXRTX CORPORATION$5360.01%2,922CommonSOLE
92936U109WPCWP CAREY INC$5330.01%8,280CommonSOLE
969457100WMBWILLIAMS COS INC$5310.01%8,831CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5240.01%3,021CommonSOLE
443201108HWMHOWMET AEROSPACE INC$5230.01%2,550CommonSOLE
052769106ADSKAUTODESK INC$5210.01%1,759CommonSOLE
12504L109CBRECBRE GROUP INC - A$4950.01%3,079CommonSOLE
25809K105DASHDOORDASH INC - A$4890.01%2,161CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$4790.01%1,250CommonSOLE
911363109URIUNITED RENTALS INC$4770.01%589CommonSOLE
29452E101EQHEQUITABLE HOLDINGS INC$4700.01%9,874CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$4700.01%7,754CommonSOLE
48251W104KKRKKR & CO INC$4590.01%3,598CommonSOLE
172908105CTASCINTAS CORP$4590.01%2,442CommonSOLE
46187W107INVHINVITATION HOMES INC$4500.01%16,205CommonSOLE
34959E109FTNTFORTINET INC$4500.01%5,663CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$4500.01%10,939CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4460.01%578CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$4350.01%1,681CommonSOLE
770700102HOODROBINHOOD MARKETS INC - A$4330.01%3,825CommonSOLE
03073E105CORCENCORA INC$4330.01%1,282CommonSOLE
219350105GLWCORNING INC$4280.01%4,884CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$4280.01%2,633CommonSOLE
278865100ECLECOLAB INC$4230.01%1,610CommonSOLE
778296103ROSTROSS STORES INC$4180.01%2,320CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4130.01%4,849CommonSOLE
631103108NDAQNASDAQ INC$4130.01%4,251CommonSOLE
G25508105CRHCRH PLC$4070.01%3,261CommonSOLE
031100100AMEAMETEK INC$4050.01%1,972CommonSOLE
55354G100MSCIMSCI INC$4040.01%704CommonSOLE
115637209BF/BBROWN-FORMAN CORP-CLASS B$4030.01%15,474CommonSOLE
337738108FISVFISERV INC$4030.01%6,003CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$3980.01%2,570CommonSOLE
74762E102QUREQUANTA SERVICES INC$3940.01%933CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3910.01%2,670CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC$3900.01%6,126CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$3830.01%13,273CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$3820.01%1,759CommonSOLE
929160109VMCVULCAN MATERIALS CO$3790.01%1,329CommonSOLE
22052L104CTVACORTEVA INC$3710.01%5,533CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$3670.01%1,989CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3630.01%2,107CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$3610.01%812CommonSOLE
19260Q107COINCOINBASE GLOBAL INC -CLASS A$3610.01%1,595CommonSOLE
92276F100VTRVENTAS INC$3520.01%4,546CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD$3500.01%3,653CommonSOLE
059460303BBDBANCO BRADESCO-ADR$3470.01%104,208CommonSOLE
012653101ALBALBEMARLE CORP$3420.01%2,419CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWRE$3410.01%1,330CommonSOLE
146869102CVNACARVANA CO$3370.01%799CommonSOLE
217204106CPRTCOPART INC$3300.01%8,417CommonSOLE
910047109UALUNITED AIRLINES HOLDINGS INC$3270.01%2,922CommonSOLE
143658300CCL1EURCARNIVAL CORP$3220.01%10,540CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$3170.01%1,419CommonSOLE
23804L103DDOGDATADOG INC - CLASS A$3130.01%2,304CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3120.01%550CommonSOLE
629377508NRGNRG ENERGY INC$3080.01%1,933CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT- A$3070.01%9,565CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL INC$3000.01%611CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$2990.01%330CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY TECHNOLOGY SA$2940.01%506CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2920.01%2,144CommonSOLE
056752108BIDUBAIDU INC - SPON ADR$2700.01%2,069CommonSOLE
260003108DOVDOVER CORP$2690.01%1,380CommonSOLE
05722G100BKRBAKER HUGHES CO$2680.01%5,883CommonSOLE
761152107RMDRESMED INC$2620.01%1,089CommonSOLE
303250104FICOFAIR ISAAC CORP$2620.01%155CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$2600.01%3,166CommonSOLE
192446102CTSHCOGNIZANT TECH SOLUTIONS-A$2600.01%3,127CommonSOLE
29364G103ETRENTERGY CORP$2540.01%2,752CommonSOLE
256677105DGDOLLAR GENERAL CORP$2520.01%1,897CommonSOLE
125896100CMSCMS ENERGY CORP$2490.01%3,566CommonSOLE
285512109EAELECTRONIC ARTS INC$2490.01%1,218CommonSOLE
23331A109DHIDR HORTON INC$2470.01%1,717CommonSOLE
023608102AEEAMEREN CORPORATION$2460.01%2,460CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2460.01%1,196CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2450.00%10,325CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2420.00%1,700CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2380.00%6,432CommonSOLE
46284V101IRMIRON MOUNTAIN INC$2370.00%2,854CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC$2360.00%718CommonSOLE
30034W106EVRGEVERGY INC$2350.00%3,239CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES IN$2320.00%1,143CommonSOLE
504922105LHLABCORP HOLDINGS INC$2310.00%920CommonSOLE
026874784AIGAMERICAN INTERNATIONAL GROUP$2310.00%2,699CommonSOLE
443510607HUBBHUBBELL INC$2260.00%508CommonSOLE
29084Q100EMEEMCOR GROUP INC$2250.00%367CommonSOLE
45687V106IRINGERSOLL-RAND INC$2230.00%2,812CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$2220.00%10,750CommonSOLE
384802104GWWWW GRAINGER INC$2190.00%217CommonSOLE
247361702DALDELTA AIR LINES INC$2180.00%3,145CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2170.00%5,399CommonSOLE
493267108KEYKEYCORP$2170.00%10,511CommonSOLE
31620M106FISFIDELITY NATIONAL INFO SERV$2160.00%3,244CommonSOLE
14448C104CARRCARRIER GLOBAL CORP$2080.00%3,937CommonSOLE
90384S303ULTAULTA BEAUTY INC$2060.00%340CommonSOLE
45337C102INCYINCYTE CORP$2050.00%2,076CommonSOLE
682189105ONON SEMICONDUCTOR$2050.00%3,794CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC-A$2050.00%981CommonSOLE
150870103CECELANESE CORP$2020.00%4,786CommonSOLE
256746108DLTRDOLLAR TREE INC$2010.00%1,634CommonSOLE
02319V103ABEVAMBEV SA-ADR$1830.00%73,961CommonSOLE

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.