MondegarAI
Achmea Investment Management B.V.

Q2 2024 · 13F-HR

Achmea Investment Management B.V.holdings as filed

Filed 2024-08-08 · accession 0001697765-24-000003

$5.6M
Reported value
407
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft Corp$353,5646.33%791,058CommonSOLE
037833100AAPLApple Inc$344,4046.16%1,635,188CommonSOLE
67066G104NVDANVIDIA Corp$306,9255.49%2,484,416CommonSOLE
023135106AMZNAmazoncom Inc$180,9243.24%936,221CommonSOLE
02079K305GOOGLAlphabet Inc$151,8242.72%833,512CommonSOLE
30303M102METAMeta Platforms Inc$118,7652.13%235,541CommonSOLE
02079K107GOOGAlphabet Inc$75,7001.35%412,715CommonSOLE
482480100KLACKLA-Tencor Corp$71,1961.27%86,350CommonSOLE
91324P102UNHUnitedHealth Group Inc$60,4761.08%118,751CommonSOLE
46625H100JPMJPMorgan Chase & Co$58,7901.05%290,666CommonSOLE
697435105PANWPalo Alto Networks Inc$58,3591.04%172,146CommonSOLE
931142103WMTWal-Mart Stores Inc$57,9871.04%856,406CommonSOLE
22160K105COSTCostco Wholesale Corp$57,7301.03%67,918CommonSOLE
052769106ADSKAutodesk Inc$56,9211.02%230,031CommonSOLE
30231G102XOMExxon Mobil Corp$56,5581.01%491,300CommonSOLE
00287Y109ABBVAbbVie Inc$56,0231.00%326,625CommonSOLE
532457108LLYEli Lilly & Co$54,9880.98%60,735CommonSOLE
G8994E103TTTrane Technologies plc$54,1460.97%164,611CommonSOLE
11135F101AVGOBroadcom Inc$51,9050.93%32,329CommonSOLE
92826C839VVisa Inc$48,6440.87%185,329CommonSOLE
592688105MTDMettler-Toledo International I$46,0940.82%32,981CommonSOLE
526107107LIILennox International Inc$44,5700.80%83,311CommonSOLE
443573100HUBSHubSpot Inc$44,2790.79%75,076CommonSOLE
98138H101WDAYWorkday Inc$43,4360.78%194,291CommonSOLE
437076102HDHome Depot Inc$43,0650.77%125,101CommonSOLE
459200101IBMInternational Business Machine$37,7600.68%218,329CommonSOLE
742718109PGProcter & Gamble Co$37,1510.66%225,266CommonSOLE
00724F101ADBEAdobe Systems Inc$34,8960.62%62,815CommonSOLE
57636Q104MAMastercard Inc$34,0480.61%77,179CommonSOLE
G1151C101ACNAccenture PLC$33,3090.60%109,782CommonSOLE
478160104JNJJohnson & Johnson$32,1180.57%219,746CommonSOLE
20030N101CMCSAComcast Corp$31,8760.57%813,996CommonSOLE
038222105AMATApplied Materials Inc$29,9510.54%126,916CommonSOLE
09247X101BLKCHFBlackRock Inc$29,4430.53%37,397CommonSOLE
09857L108BKNGBooking Holdings Inc$28,7330.51%7,253CommonSOLE
747525103QCOMQUALCOMM Inc$28,5360.51%143,270CommonSOLE
668771108GENGen Digital Inc$28,3660.51%1,135,557CommonSOLE
369604301GEGeneral Electric Co$28,3530.51%178,358CommonSOLE
12572Q105CMECME Group Inc$26,9590.48%137,125CommonSOLE
872540109TJXTJX Cos Inc$26,6660.48%242,199CommonSOLE
461202103INTUIntuit Inc$26,6440.48%40,541CommonSOLE
64110L106NFLXNetFlix Inc$26,5540.48%39,346CommonSOLE
375558103GILDGilead Sciences Inc$26,4570.47%385,611CommonSOLE
125523100CICigna Corp$26,2500.47%79,410CommonSOLE
194162103CLColgate-Palmolive Co$26,0540.47%268,493CommonSOLE
17275R102CSCOCisco Systems Inc$25,6660.46%540,229CommonSOLE
620076307MSIMotorola Inc$25,4530.46%65,931CommonSOLE
56501R106MFCManulife Financial Corp$24,5450.44%921,963CommonSOLE
032095101APHAmphenol Corp$24,3270.44%361,090CommonSOLE
00790R104WMSAdvanced Drainage Systems, Inc$24,2710.43%151,327CommonSOLE
036752103ELVElevance Health Inc$24,2440.43%44,743CommonSOLE
58155Q103MCKMcKesson Corp$24,2100.43%41,453CommonSOLE
03073E105CORCencora Inc$24,1880.43%107,359CommonSOLE
149123101CATCaterpillar Inc$23,8870.43%71,713CommonSOLE
001055102AFLAflac Inc$23,8020.43%266,517CommonSOLE
416515104HIGHartford Financial Services GRP$23,6660.42%235,392CommonSOLE
24703L202DELLDell Technologies Inc$23,4340.42%169,918CommonSOLE
79466L302CRMSalesforce Inc$22,3990.40%87,120CommonSOLE
92343V104VZVerizon Communications Inc$22,0540.39%534,789CommonSOLE
N14506104ESTCElastic NV$21,9540.39%192,730CommonSOLE
58933Y105MRKMerck & Co Inc$21,9210.39%177,060CommonSOLE
512807108LRCXEURLam Research Corp$21,7740.39%20,448CommonSOLE
384802104GWWWW Grainger Inc$21,5140.39%23,846CommonSOLE
14149Y108CAHCardinal Health Inc$21,2010.38%215,632CommonSOLE
311900104FASTFastenal Co$20,8760.37%332,199CommonSOLE
172908105CTASCintas Corp$20,7450.37%29,624CommonSOLE
760759100RSGRepublic Services Inc$20,7140.37%106,587CommonSOLE
615369105MCOMoody's Corp$20,4460.37%48,574CommonSOLE
693718108PCARPACCAR Inc$20,3350.36%197,546CommonSOLE
745867101PHMPulte Homes Inc$19,8700.36%180,476CommonSOLE
501044101KRKroger Co$19,6360.35%393,257CommonSOLE
548661107LOWLowe's Cos Inc$19,5520.35%88,687CommonSOLE
690742101OCOwens Corning$19,0770.34%109,816CommonSOLE
759509102RSReliance Inc$18,5180.33%64,839CommonSOLE
11133T103BRBroadridge Financial Solutions$18,2960.33%92,874CommonSOLE
857477103STTState Street Corp$18,0300.32%243,650CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$17,7490.32%16,887CommonSOLE
15135B101CNCCentene Corp$17,7340.32%267,487CommonSOLE
40434L105HPQHP Inc$17,1810.31%490,603CommonSOLE
526057104LENLennar Corp$17,1650.31%114,534CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$17,1500.31%36,590CommonSOLE
278642103EBAYeBay Inc$17,0580.31%317,544CommonSOLE
302130109EXPDExpeditors International of Wa$16,9510.30%135,836CommonSOLE
574599106MASMasco Corp$16,7280.30%250,909CommonSOLE
650111107NYTNew York Times Co$16,2090.29%316,529CommonSOLE
G3421J106FERG1GBXFerguson PLC$16,1140.29%83,208CommonSOLE
858119100STLDSteel Dynamics Inc$16,1000.29%124,323CommonSOLE
345370860FFord Motor Co$15,8620.28%1,264,916CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$15,7970.28%14,958CommonSOLE
89531P105TREXTrex Co Inc$15,6350.28%210,934CommonSOLE
M22465104CHKPCheck Point Software Technolog$15,5220.28%94,076CommonSOLE
060505104BACBank of America Corp$15,1940.27%382,040CommonSOLE
74144T108TROWT Rowe Price Group Inc$14,9210.27%129,401CommonSOLE
704326107PAYXPaychex Inc$14,8270.27%125,060CommonSOLE
243537107DECKDeckers Outdoor Corp$14,5650.26%15,047CommonSOLE
91913Y100VLOValero Energy Corp$14,3930.26%91,810CommonSOLE
23331A109DHIDR Horton Inc$14,1360.25%100,308CommonSOLE
778296103ROSTRoss Stores Inc$14,0980.25%97,013CommonSOLE
12514G108CDWCDW Corp/DE$13,9090.25%62,139CommonSOLE
833034101SNASnap-on Inc$13,7730.25%52,693CommonSOLE
87612E106TGTTarget Corp$13,6670.24%92,318CommonSOLE
12008R107BLDRBuilders FirstSource Inc$13,6590.24%98,686CommonSOLE
12532H104GIBCGI Inc$13,3890.24%134,172CommonSOLE
G5960L103MDTMedtronic PLC$13,3700.24%169,869CommonSOLE
670346105NUENucor Corp$13,0880.23%82,795CommonSOLE
831865209AOSAO Smith Corp$13,0870.23%160,035CommonSOLE
086516101BBYBest Buy Co Inc$13,0260.23%154,537CommonSOLE
62944T105NVRNVR Inc$12,9690.23%1,709CommonSOLE
863667101SYKStryker Corp$12,8740.23%37,835CommonSOLE
871607107SNPSSynopsys Inc$12,8300.23%21,560CommonSOLE
110122108BMYBristol-Myers Squibb Co$12,7420.23%306,813CommonSOLE
00206R102TAT&T Inc$12,6520.23%662,088CommonSOLE
H50430232LOGILogitech International SA$12,6360.23%130,634CommonSOLE
828806109SPGSimon Property Group Inc$12,0280.22%79,236CommonSOLE
002824100ABTAbbott Laboratories$11,9790.21%115,277CommonSOLE
911312106UPSUnited Parcel Service Inc$11,9330.21%87,199CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$11,9180.21%182,250CommonSOLE
969904101WSMWilliams-Sonoma Inc$11,8730.21%42,047CommonSOLE
366651107ITGartner Inc$11,7570.21%26,182CommonSOLE
81762P102NOWServiceNow Inc$11,6020.21%14,748CommonSOLE
192446102CTSHCognizant Technology Solutions$11,5890.21%170,425CommonSOLE
45866F104ICEIntercontinentalExchange Group$11,5570.21%84,426CommonSOLE
256163106DOCUDocuSign Inc$11,5110.21%215,156CommonSOLE
60871R209TAPMolson Coors Beverage Co$11,4700.21%225,653CommonSOLE
026874784AIGAmerican International Group Inc$11,4090.20%153,679CommonSOLE
315616102FFIVF5 Inc$11,3630.20%65,975CommonSOLE
74460D109PSAPublic Storage$11,3330.20%39,397CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$11,3060.20%23,205CommonSOLE
550021109LULULululemon Athletica Inc$11,2210.20%37,566CommonSOLE
127387108CDNSCadence Design Systems Inc$10,8940.19%35,400CommonSOLE
617446448MSMorgan Stanley$10,8740.19%111,885CommonSOLE
281020107EIXEdison International$10,7340.19%149,477CommonSOLE
007903107AMDAdvanced Micro Devices Inc$10,7250.19%66,115CommonSOLE
064058100BKBank of New York Mellon Corp$10,6840.19%178,405CommonSOLE
235851102DHRDanaher Corp$10,5150.19%42,086CommonSOLE
701094104PHParker Hannifin Corp$10,4240.19%20,609CommonSOLE
761152107RMDResMed Inc$10,3820.19%54,235CommonSOLE
253393102DKSDick's Sporting Goods Inc$10,1710.18%47,340CommonSOLE
209115104EDConsolidated Edison Inc$9,9880.18%111,696CommonSOLE
68389X105ORCLOracle Corp$9,9280.18%70,310CommonSOLE
009066101ABNBAirbnb Inc$9,7930.18%64,585CommonSOLE
942622200WSOWatsco Inc$9,7850.18%21,122CommonSOLE
770323103RHIRobert Half Inc$9,7410.17%152,251CommonSOLE
16411R208LNGCheniere Energy Inc$9,7350.17%55,684CommonSOLE
83088M102SWKSSkyworks Solutions Inc$9,7040.17%91,050CommonSOLE
881624209TEVATeva Pharmaceutical Industries$9,5420.17%587,188CommonSOLE
46120E602ISRGIntuitive Surgical Inc$9,4880.17%21,328CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$9,3720.17%442,725CommonSOLE
172967424CCitigroup Inc$9,3530.17%147,393CommonSOLE
174610105CFGCitizens Financial Group Inc$9,2810.17%257,600CommonSOLE
749685103RPMRPM International Inc$9,2420.17%85,830CommonSOLE
713448108PEPPepsiCo Inc /NC$9,2270.17%55,942CommonSOLE
72352L106PINSPinterest Inc$9,1900.16%208,548CommonSOLE
872590104TMUST-Mobile US Inc$9,1590.16%51,987CommonSOLE
031162100AMGNAmgen Inc$9,1510.16%29,286CommonSOLE
191216100KOCoca-Cola Co$9,1410.16%143,615CommonSOLE
26210C104DBXDropbox Inc$9,1250.16%406,104CommonSOLE
496902404KGCKinross Gold Corp$8,8180.16%1,059,463CommonSOLE
64110D104NTAPNetApp Inc$8,7830.16%68,189CommonSOLE
053332102AZOAutoZone Inc$8,7290.16%2,945CommonSOLE
013091103ACIAlbertsons Cos Inc$8,6680.16%438,908CommonSOLE
595017104MCHPMicrochip Technology Inc$8,4760.15%92,642CommonSOLE
30212P303EXPEExpedia Inc$8,4030.15%66,693CommonSOLE
42250P103DOCHealthpeak Properties Inc$8,3650.15%426,759CommonSOLE
H2906T109GRMNGarmin Ltd$8,3300.15%51,127CommonSOLE
929740108WABWabtec Corp/DE$8,1210.15%51,379CommonSOLE
969457100WMBWilliams Cos Inc$8,0830.14%190,199CommonSOLE
654106103NKENIKE Inc$7,9780.14%105,848CommonSOLE
34964C106FBINFortune Brands Innovations Inc$7,8660.14%121,125CommonSOLE
852234103XYZBlock Inc$7,8170.14%121,223CommonSOLE
169656105CMGChipotle Mexican Grill Inc$7,7160.14%123,150CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$7,6470.14%36,289CommonSOLE
94106L109WMWaste Management Inc$7,5970.14%35,608CommonSOLE
380237107GDDYGoDaddy Inc$7,4030.13%52,985CommonSOLE
G25508105CRHCRH PLC$7,2410.13%97,148CommonSOLE
40412C101HCAHCA Healthcare Inc$7,2350.13%22,521CommonSOLE
50050N103KTBKontoor Brands Inc$7,2180.13%109,124CommonSOLE
H84989104TEL1USDTE Connectivity Ltd$7,2080.13%47,914CommonSOLE
N82405106STLAStellantis NV$7,1510.13%361,261CommonSOLE
866796105SLFSun Life Financial Inc$7,1460.13%145,778CommonSOLE
74762E102QUREQuanta Services Inc$7,0820.13%27,872CommonSOLE
285512109EAElectronic Arts Inc$7,0310.13%50,458CommonSOLE
452308109ITWIllinois Tool Works Inc$7,0240.13%29,642CommonSOLE
37045V100GMGeneral Motors Co$7,0100.13%150,890CommonSOLE
126650100CVSCVS Health Corp$6,9240.12%117,225CommonSOLE
85472N109STNStantec Inc$6,8690.12%82,071CommonSOLE
29786A106ETSYEtsy Inc$6,8150.12%115,559CommonSOLE
784117103SEICSEI Investments Co$6,6610.12%102,975CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$6,6560.12%39,137CommonSOLE
90353T100UBERUber Technologies Inc$6,5960.12%90,752CommonSOLE
46266C105IQVIQVIA Holdings Inc$6,5750.12%31,099CommonSOLE
562750109MANHManhattan Associates Inc$6,5290.12%26,467CommonSOLE
65249B109NWSANews Corp class A$6,5080.12%236,044CommonSOLE
34959E109FTNTFortinet Inc$6,2010.11%102,897CommonSOLE
29355A107ENPHEnphase Energy Inc$6,1700.11%61,883CommonSOLE
49456B101KMIKinder Morgan Inc/Delaware$6,0280.11%303,352CommonSOLE
03831W108APPAppLovin Corp$5,7550.10%69,161CommonSOLE
87971M103TUCoinbase Global Inc$5,7460.10%25,853CommonSOLE
31428X106FDXFedEx Corp$5,7010.10%19,011CommonSOLE
82509L107SHOPShopify Inc$5,6280.10%85,169CommonSOLE
36467J108GLPIGaming and Leisure Properties$5,6080.10%124,057CommonSOLE
403949100DINOHF Sinclair Corp$5,5870.10%104,745CommonSOLE
824348106SHWSherwin-Williams Co$5,4410.10%18,234CommonSOLE
808513105SCHWCharles Schwab Corp$5,4330.10%73,725CommonSOLE
58733R102MELIMercadoLibre Inc$5,3270.10%3,241CommonSOLE
244199105DEDeere & Co$5,3130.10%14,218CommonSOLE
101121101BXPBXP Inc$5,2490.09%85,267CommonSOLE
049560105ATOAtmos Energy Corp$5,2270.09%44,808CommonSOLE
871829107SYYSysco Corp$5,1380.09%71,970CommonSOLE
78409V104SPGIS&P Global Inc$5,1120.09%11,462CommonSOLE
913903100UHSUniversal Health Services Inc$5,0970.09%27,562CommonSOLE
035710839NLYAnnaly Capital Management Inc$5,0950.09%267,320CommonSOLE
892356106TSCOTractor Supply Co$5,0910.09%18,856CommonSOLE
68902V107OTISOtis Worldwide Corp$5,0070.09%52,021CommonSOLE
H1467J104CBChubb Ltd$4,9990.09%19,596CommonSOLE
101137107BSXBoston Scientific Corp$4,8970.09%63,580CommonSOLE
98978V103ZTSZoetis Inc$4,8830.09%28,168CommonSOLE
406216101HALHalliburton Co$4,8550.09%143,735CommonSOLE
049468101TEAMAtlassian Corp PLC$4,7120.08%26,640CommonSOLE
494368103KMBKimberly-Clark Corp$4,7000.08%34,009CommonSOLE
25809K105DASHDoorDash Inc$4,6660.08%42,896CommonSOLE
28176E108EWEdwards Lifesciences Corp$4,6550.08%50,390CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$4,6510.08%258,723CommonSOLE
443510607HUBBHubbell Inc$4,6320.08%12,675CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$4,6190.08%63,396CommonSOLE
92556V106VTRSViatris Inc$4,6070.08%433,446CommonSOLE
189054109CLXClorox Co$4,5770.08%33,538CommonSOLE
571903202MARMarriott International Inc / DE$4,5380.08%18,769CommonSOLE
458140100INTCIntel Corp$4,5310.08%146,329CommonSOLE
444859102HUMHumana Inc$4,5270.08%12,115CommonSOLE
743315103PGRProgressive Corp$4,4850.08%21,594CommonSOLE
879369106TFXTeleflex Inc$4,4770.08%21,285CommonSOLE
883556102TMOThermo Fisher Scientific Inc$4,4580.08%8,062CommonSOLE
74340W103PLDProLogis Inc$4,4480.08%39,607CommonSOLE
05534B760BCEBCE Inc$4,3190.08%133,399CommonSOLE
776696106ROPRoper Industries Inc$4,2310.08%7,506CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$4,1560.07%19,046CommonSOLE
03076C106AMPAmeriprise Financial Inc$4,0710.07%9,529CommonSOLE
695156109PKGPackaging Corp of America$3,9990.07%21,902CommonSOLE
466313103JBLJabil Circuit Inc$3,9120.07%35,955CommonSOLE
74251V102PFGPrincipal Financial Group Inc$3,8860.07%49,543CommonSOLE
303075105FDSFactset Research Systems Inc$3,8730.07%9,488CommonSOLE
70450Y103PYPLPayPal Holdings Inc$3,8130.07%65,707CommonSOLE
336433107FSLRFirst Solar Inc$3,7560.07%16,660CommonSOLE
500754106KHCKraft Heinz Co/The$3,7100.07%115,164CommonSOLE
115236101BROBrown & Brown Inc$3,6760.07%41,110CommonSOLE
882508104TXNTexas Instruments Inc$3,6350.07%18,690CommonSOLE
49446R109KIMKimco Realty Corp$3,5750.06%183,736CommonSOLE
053015103ADPAutomatic Data Processing Inc$3,5710.06%14,963CommonSOLE
G0450A105ACGLArch Capital Group Ltd$3,5680.06%35,363CommonSOLE
595112103MUMicron Technology Inc$3,5260.06%26,809CommonSOLE
60855R100MOHMolina Healthcare Inc$3,5230.06%11,851CommonSOLE
697900108PAASPan American Silver Corp$3,4550.06%173,906CommonSOLE
962166104WYWeyerhaeuser Co$3,3960.06%119,629CommonSOLE
G7S00T104PNRPentair PLC$3,3850.06%44,147CommonSOLE
260003108DOVDover Corp$3,3770.06%18,715CommonSOLE
88579Y101MMM3M Co$3,3490.06%32,777CommonSOLE
89417E109TRVTravelers Cos Inc$3,3360.06%16,406CommonSOLE
254687106DISWalt Disney Co$3,2730.06%32,970CommonSOLE
25754A201DPZDomino's Pizza Inc$3,2300.06%6,256CommonSOLE
G8473T100STESTERIS PLC$3,2280.06%14,702CommonSOLE
337738108FISVFiserv Inc$3,2140.06%21,568CommonSOLE
35137L105FOXAFox Corp$3,1780.06%92,461CommonSOLE
070830104BBWIBath & Body Works Inc$3,1600.06%80,904CommonSOLE
067901108ABXBarrick Gold Corp$3,1580.06%189,383CommonSOLE
922475108VEEVVeeva Systems Inc$3,1050.06%16,965CommonSOLE
67077M108NTRNutrien Ltd$3,0890.06%60,673CommonSOLE
49338L103KEYSKeysight Technologies Inc$3,0420.05%22,241CommonSOLE
05577W200DOOBRP Inc/CA$3,0110.05%46,993CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$2,9880.05%47,681CommonSOLE
427866108HSYHershey Co$2,9680.05%16,145CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$2,9330.05%27,030CommonSOLE
436440101HO1Hologic Inc$2,9260.05%39,408CommonSOLE
57667L107MTCHMatch Group Inc$2,9170.05%96,040CommonSOLE
05722G100BKRBaker Hughes Co$2,8470.05%80,927CommonSOLE
884903808TRI4EURThomson Reuters Corp$2,8470.05%16,889CommonSOLE
46284V101IRMIron Mountain Inc$2,8220.05%31,486CommonSOLE
16119P108CHTRCharter Communications Inc -A-$2,7780.05%9,293CommonSOLE
04271T100ARRYArray Technologies Inc$2,7700.05%270,024CommonSOLE
92343E102VRSNVeriSign Inc$2,7290.05%15,345CommonSOLE
142339100CSLCarlisle Cos Inc$2,7040.05%6,674CommonSOLE
G96629103WTWWillis Towers Watson PLC$2,6850.05%10,240CommonSOLE
92276F100VTRVentas Inc$2,6380.05%51,446CommonSOLE
580135101MCDMcDonald's Corp$2,5800.05%10,121CommonSOLE
370334104GISGeneral Mills Inc$2,5730.05%40,677CommonSOLE
679295105OKTAOkta Inc$2,5650.05%27,395CommonSOLE
N6596X109NXPINXP Semiconductor NV$2,5510.05%9,481CommonSOLE
29444U700EQIXEquinix Inc$2,5360.05%3,351CommonSOLE
682680103OKEOneok Inc$2,5350.05%31,075CommonSOLE
448579102HHyatt Hotels Corp$2,5220.05%16,602CommonSOLE
775711104ROLRollins Inc$2,5210.05%51,665CommonSOLE
016255101ALGNAlign Technology Inc$2,4950.04%10,335CommonSOLE
171340102CHDChurch & Dwight Co Inc$2,4660.04%23,783CommonSOLE
609207105MDLZMondelez International Inc$2,4530.04%37,483CommonSOLE
278865100ECLEcolab Inc$2,4470.04%10,281CommonSOLE
37959E102GLGlobe Life Inc$2,4430.04%29,684CommonSOLE
87165B103SYFSynchrony Financial$2,4400.04%51,713CommonSOLE
76131D103QSRRestaurant Brands International$2,3930.04%33,977CommonSOLE
955306105WSTWest Pharmaceutical Services I$2,3900.04%7,256CommonSOLE
297178105ESSEssex Property Trust Inc$2,3300.04%8,558CommonSOLE
29476L107EQREquity Residential$2,2610.04%32,608CommonSOLE
91347P105OLEDUniversal Display Corp$2,2570.04%10,737CommonSOLE
61945C103MOSMosaic Co/The$2,1960.04%75,999CommonSOLE
880770102TERTeradyne Inc$2,1930.04%14,784CommonSOLE
053484101AVBAvalonBay Communities Inc$2,1420.04%10,355CommonSOLE
303250104FICOFair Isaac Corp$2,0960.04%1,408CommonSOLE
23918K108DVADaVita Inc$2,0900.04%15,083CommonSOLE
7591EP100RFRegions Financial Corp$2,0330.04%101,435CommonSOLE
252131107DXCMDexCom Inc$2,0300.04%17,905CommonSOLE
00971T101AKAMAkamai Technologies Inc$2,0280.04%22,511CommonSOLE
256677105DGDollar General Corp$1,9800.04%14,973CommonSOLE
82968B103SIRIEURSirius XM Holdings Inc$1,9500.03%688,983CommonSOLE
855244109SBUXStarbucks Corp$1,9420.03%24,947CommonSOLE
D18190898DBDeutsche Bank AG$1,9370.03%121,232CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,9370.03%21,973CommonSOLE
73278L105POOLPool Corp$1,8800.03%6,118CommonSOLE
237194105DRIDarden Restaurants Inc$1,8590.03%12,285CommonSOLE
693506107PPGPPG Industries Inc$1,8080.03%14,361CommonSOLE
N53745100LYBLyondellBasell Industries NV$1,7320.03%18,110CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$1,6600.03%4,333CommonSOLE
911363109URIUnited Rentals Inc$1,5900.03%2,459CommonSOLE
90384S303ULTAUlta Salon Cosmetics & Fragran$1,5700.03%4,070CommonSOLE
891160509TDToronto-Dominion Bank$1,5700.03%28,569CommonSOLE
773903109ROKRockwell Automation Inc /DE$1,5680.03%5,695CommonSOLE
988498101YUMYum! Brands Inc$1,5550.03%11,743CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$1,4960.03%19,200CommonSOLE
040413106ANETEURArista Networks Inc$1,4940.03%4,264CommonSOLE
459506101IFFInternational Flavors & Fragrances$1,4910.03%15,661CommonSOLE
00846U101AAgilent Technologies Inc$1,4830.03%11,439CommonSOLE
91332U101UUnity Software Inc$1,3840.02%85,120CommonSOLE
084423102WRBWR Berkley Corp$1,3760.02%17,508CommonSOLE
125269100CFCF Industries Holdings Inc$1,3750.02%18,548CommonSOLE
384109104GGGGraco Inc$1,3650.02%17,226CommonSOLE
458665304TILEInterface Inc$1,3410.02%91,327CommonSOLE
015271109AREAlexandria Real Estate Equitie$1,3020.02%11,134CommonSOLE
754730109RJFRaymond James Financial Inc$1,2990.02%10,506CommonSOLE
354613101BENFranklin Resources Inc$1,2790.02%57,219CommonSOLE
053611109AVYAvery Dennison Corp$1,2230.02%5,595CommonSOLE
G3223R108EGEverest Group Ltd$1,2210.02%3,204CommonSOLE
031100100AMEAmetek Inc$1,2010.02%7,209CommonSOLE
69608A108PLTRPalantir Technologies Inc$1,1790.02%46,543CommonSOLE
74834L100DGXQuest Diagnostics Inc /DE$1,1690.02%8,544CommonSOLE
487836108KKellanova$1,1670.02%20,230CommonSOLE
443201108HWMHowmet Aerospace Inc$1,1570.02%14,910CommonSOLE
88339J105TTDTrade Desk Inc/The$1,1560.02%11,840CommonSOLE
231021106CMICummins Inc$1,1530.02%4,166CommonSOLE
92345Y106VRSKVerisk Analytics Inc$1,1150.02%4,137CommonSOLE
205887102CAGConAgra Foods Inc$1,0930.02%38,448CommonSOLE
219948106CPAYCorpay Inc$1,0870.02%4,079CommonSOLE
14040H105COFCapital One Financial Corp$1,0500.02%7,583CommonSOLE
83444M101SOLVSolventum Corp$1,0450.02%19,765CommonSOLE
98954M200ZZillow Group Inc$1,0050.02%21,680CommonSOLE
45784P101PODDInsulet Corp$9990.02%4,949CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$9750.02%4,014CommonSOLE
826919102SLABSilicon Laboratories Inc$9550.02%8,635CommonSOLE
55354G100MSCIMSCI Inc$9400.02%1,951CommonSOLE
50212V100LPLALPL Financial Holdings Inc$9170.02%3,286CommonSOLE
832696405SJMJM Smucker Co$9140.02%8,382CommonSOLE
21036P108STZConstellation Brands Inc$9110.02%3,542CommonSOLE
98980L101ZNGAZoom Video Communications Inc$8780.02%14,825CommonSOLE
15118V207CELHCelsius Holdings Inc$8540.02%14,958CommonSOLE
65336K103NXSTNexstar Broadcasting Group Inc$8490.02%5,111CommonSOLE
892672106TWTradeweb Markets Inc$8320.01%7,850CommonSOLE
960413102WLKWestlake Corp$8230.01%5,685CommonSOLE
426281101JKHYJack Henry & Associates Inc$8210.01%4,942CommonSOLE
08265T208BSYBentley Systems Inc$8160.01%16,521CommonSOLE
440452100HRLHormel Foods Corp$8120.01%26,653CommonSOLE
22822V101CCICrown Castle Inc$8110.01%8,305CommonSOLE
134429109CPBCampbell Soup Co$7880.01%17,421CommonSOLE
518415104LSCCLattice Semiconductor Corp$7680.01%13,244CommonSOLE
36118L106FUTUFutu Holdings Ltd$7650.01%11,659CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$7440.01%10,088CommonSOLE
29414B104EPAMEPAM Systems Inc$7320.01%3,891CommonSOLE
538034109LYVLive Nation Entertainment Inc$7310.01%7,803CommonSOLE
934423104WBDWarner Bros Discovery Inc$6920.01%93,023CommonSOLE
18915M107NETCloudflare Inc$6860.01%8,279CommonSOLE
29530P102ERIEErie Indemnity Co$6850.01%1,891CommonSOLE
30225T102EXRExtra Space Storage Inc$6750.01%4,346CommonSOLE
552953101MGMMGM Mirage$6690.01%15,050CommonSOLE
758849103REGRegency Centers Corp$6680.01%10,730CommonSOLE
92936U109WPCWP Carey Inc$6400.01%11,619CommonSOLE
04621X108AIZAssurant Inc$6290.01%3,786CommonSOLE
126408103CSXCSX Corp$6260.01%18,722CommonSOLE
61174X109MNSTMonster Beverage Corp$5890.01%11,796CommonSOLE
090043100BILLBillerud AB$5870.01%11,167CommonSOLE
025816109AXPAmerican Express Co$5740.01%2,479CommonSOLE
90364P105PATHUiPath Inc$5540.01%43,686CommonSOLE
277432100EMNEastman Chemical Co$4920.01%5,026CommonSOLE
14316J108CGCarlyle Group Inc/The$4870.01%12,130CommonSOLE
902252105TYLTyler Technologies Inc$4750.01%945CommonSOLE
03769M106APOApollo Global Management Inc$4740.01%4,016CommonSOLE
30063P105EXKExact Sciences Corp$4500.01%10,665CommonSOLE
150870103CECelanese Corp$4490.01%3,332CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$4330.01%3,143CommonSOLE
907818108UNPUnion Pacific Corp$4290.01%1,894CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$4210.01%2,642CommonSOLE
M98068105WIXWix.com Ltd$4070.01%2,562CommonSOLE
418056107HASHasbro Inc$4000.01%6,840CommonSOLE
665859104NTRSNorthern Trust Corp$3890.01%4,635CommonSOLE
099724106BWABorgWarner Inc$3720.01%11,531CommonSOLE
540424108LLoews Corp$3630.01%4,856CommonSOLE
683715106OTEXOpen Text Corp$3440.01%11,468CommonSOLE
76954A103RIVNRivian Automotive Inc$3040.01%22,690CommonSOLE
G4124C109GRABGrab Holdings Ltd$2530.00%71,293CommonSOLE
35137L204FOXFox Corp$2360.00%7,370CommonSOLE
M53213100ICLICL Group Ltd$2040.00%46,950CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$2030.00%16,776CommonSOLE

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.