MondegarAI
Achmea Investment Management B.V.

Q3 2024 · 13F-HR

Achmea Investment Management B.V.holdings as filed

Filed 2024-11-12 · accession 0001697765-24-000005

$6.1M
Reported value
404
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$385,8516.36%1,656,013CommonSOLE
594918104MSFTMicrosoft Corp$344,9355.69%801,617CommonSOLE
67066G104NVDANVIDIA Corp$313,1075.16%2,578,279CommonSOLE
023135106AMZNAmazoncom Inc$180,6002.98%969,252CommonSOLE
02079K305GOOGLAlphabet Inc$142,0072.34%856,241CommonSOLE
30303M102METAMeta Platforms Inc$138,4422.28%241,845CommonSOLE
482480100KLACKLA-Tencor Corp$70,3251.16%90,811CommonSOLE
G8994E103TTTrane Technologies plc$69,1861.14%177,981CommonSOLE
931142103WMTWal-Mart Stores Inc$68,0291.12%842,466CommonSOLE
02079K107GOOGAlphabet Inc$66,7101.10%399,008CommonSOLE
00287Y109ABBVAbbVie Inc$66,3771.09%336,120CommonSOLE
761152107RMDResMed Inc$62,6811.03%256,762CommonSOLE
22160K105COSTCostco Wholesale Corp$61,8691.02%69,789CommonSOLE
697435105PANWPalo Alto Networks Inc$61,6561.02%180,387CommonSOLE
052769106ADSKAutodesk Inc$60,3501.00%219,074CommonSOLE
46625H100JPMJPMorgan Chase & Co$59,3530.98%281,480CommonSOLE
11135F101AVGOBroadcom Inc$55,7090.92%322,948CommonSOLE
532457108LLYEli Lilly & Co$53,0200.87%59,846CommonSOLE
459200101IBMInternational Business Machine$50,5910.83%228,833CommonSOLE
437076102HDHome Depot Inc$49,7200.82%122,704CommonSOLE
592688105MTDMettler-Toledo International I$49,1880.81%32,798CommonSOLE
98138H101WDAYWorkday Inc$48,7290.80%199,375CommonSOLE
526107107LIILennox International Inc$48,4310.80%80,145CommonSOLE
91324P102UNHUnitedHealth Group Inc$48,2810.80%82,578CommonSOLE
742718109PGProcter & Gamble Co$46,3270.76%267,481CommonSOLE
92826C839VVisa Inc$44,6200.74%162,282CommonSOLE
149123101CATCaterpillar Inc$44,6200.74%114,083CommonSOLE
30231G102XOMExxon Mobil Corp$42,6700.70%364,015CommonSOLE
443573100HUBSHubSpot Inc$39,6110.65%74,512CommonSOLE
872540109TJXTJX Cos Inc$39,4390.65%335,536CommonSOLE
09247X101BLKCHFBlackRock Inc$36,2120.60%38,138CommonSOLE
620076307MSIMotorola Inc$35,7840.59%79,585CommonSOLE
194162103CLColgate-Palmolive Co$35,1850.58%338,929CommonSOLE
001055102AFLAflac Inc$34,4780.57%308,389CommonSOLE
478160104JNJJohnson & Johnson$34,2630.57%211,417CommonSOLE
747525103QCOMQUALCOMM Inc$33,7080.56%198,224CommonSOLE
00206R102TAT&T Inc$32,7130.54%1,486,927CommonSOLE
64110L106NFLXNetFlix Inc$32,6780.54%46,072CommonSOLE
125523100CICigna Corp$31,6750.52%91,429CommonSOLE
09857L108BKNGBooking Holdings Inc$31,5700.52%7,495CommonSOLE
872590104TMUST-Mobile US Inc$30,1690.50%146,197CommonSOLE
57636Q104MAMastercard Inc$29,9290.49%60,609CommonSOLE
172908105CTASCintas Corp$29,8970.49%145,216CommonSOLE
668771108GENGen Digital Inc$29,5940.49%1,078,916CommonSOLE
416515104HIGHartford Financial Services GRP$29,1580.48%247,920CommonSOLE
036752103ELVElevance Health Inc$28,1110.46%54,059CommonSOLE
92343V104VZVerizon Communications Inc$28,0620.46%624,841CommonSOLE
369604301GEGeneral Electric Co$27,6480.46%146,610CommonSOLE
79466L302CRMSalesforce Inc$27,3250.45%99,832CommonSOLE
G1151C101ACNAccenture PLC$27,0420.45%76,501CommonSOLE
00724F101ADBEAdobe Systems Inc$26,7370.44%51,639CommonSOLE
038222105AMATApplied Materials Inc$26,5530.44%131,421CommonSOLE
56501R106MFCManulife Financial Corp$26,5510.44%897,392CommonSOLE
461202103INTUIntuit Inc$26,5460.44%42,748CommonSOLE
03073E105CORCencora Inc$26,1120.43%116,013CommonSOLE
032095101APHAmphenol Corp$26,0420.43%399,667CommonSOLE
548661107LOWLowe's Cos Inc$25,4810.42%94,078CommonSOLE
384802104GWWWW Grainger Inc$25,2360.42%24,293CommonSOLE
745867101PHMPulte Homes Inc$24,9380.41%173,751CommonSOLE
526057104LENLennar Corp$24,1100.40%128,600CommonSOLE
58155Q103MCKMcKesson Corp$23,9620.40%48,464CommonSOLE
40434L105HPQHP Inc$22,6540.37%631,553CommonSOLE
064058100BKBank of New York Mellon Corp$22,5540.37%313,860CommonSOLE
501044101KRKroger Co$22,4660.37%392,070CommonSOLE
760759100RSGRepublic Services Inc$22,2520.37%110,793CommonSOLE
615369105MCOMoody's Corp$22,0480.36%46,456CommonSOLE
574599106MASMasco Corp$21,8310.36%260,085CommonSOLE
M22465104CHKPCheck Point Software Technolog$21,8190.36%113,161CommonSOLE
58933Y105MRKMerck & Co Inc$21,8150.36%192,103CommonSOLE
857477103STTState Street Corp$21,7480.36%245,826CommonSOLE
00790R104WMSAdvanced Drainage Systems, Inc$21,6960.36%138,047CommonSOLE
278642103EBAYeBay Inc$20,9860.35%322,318CommonSOLE
512807108LRCXEURLam Research Corp$20,9640.35%25,688CommonSOLE
20030N101CMCSAComcast Corp$20,9100.34%500,615CommonSOLE
375558103GILDGilead Sciences Inc$20,5700.34%245,344CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$20,4030.34%19,408CommonSOLE
380237107GDDYGoDaddy Inc$20,3980.34%130,105CommonSOLE
87612E106TGTTarget Corp$19,8290.33%127,222CommonSOLE
12008R107BLDRBuilders FirstSource Inc$19,8200.33%102,240CommonSOLE
311900104FASTFastenal Co$19,4880.32%272,866CommonSOLE
690742101OCOwens Corning$18,7730.31%106,351CommonSOLE
15135B101CNCCentene Corp$18,7460.31%249,017CommonSOLE
778296103ROSTRoss Stores Inc$18,5330.31%123,138CommonSOLE
23331A109DHIDR Horton Inc$18,4000.30%96,452CommonSOLE
704326107PAYXPaychex Inc$17,9190.30%133,535CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$17,5320.29%217,389CommonSOLE
060505104BACBank of America Corp$17,4230.29%439,065CommonSOLE
64110D104NTAPNetApp Inc$17,2940.29%140,028CommonSOLE
12572Q105CMECME Group Inc$17,2430.28%78,147CommonSOLE
G5960L103MDTMedtronic PLC$17,1760.28%190,776CommonSOLE
025816109AXPAmerican Express Co$16,8010.28%61,951CommonSOLE
74144T108TROWT Rowe Price Group Inc$16,7690.28%153,942CommonSOLE
191216100KOCoca-Cola Co$16,7510.28%233,107CommonSOLE
828806109SPGSimon Property Group Inc$16,6630.27%98,581CommonSOLE
629377508NRGNRG Energy Inc$16,6270.27%182,511CommonSOLE
315616102FFIVF5 Inc$16,6210.27%75,484CommonSOLE
17275R102CSCOCisco Systems Inc$16,5320.27%310,632CommonSOLE
302130109EXPDExpeditors International of Wa$16,4640.27%125,297CommonSOLE
086516101BBYBest Buy Co Inc$16,4600.27%159,338CommonSOLE
256163106DOCUDocuSign Inc$16,3610.27%263,502CommonSOLE
31488V107FERGFerguson Enterprises Inc$16,3280.27%82,229CommonSOLE
650111107NYTNew York Times Co$16,2050.27%291,095CommonSOLE
494368103KMBKimberly-Clark Corp$16,0420.26%112,747CommonSOLE
345370860FFord Motor Co$15,3560.25%1,454,112CommonSOLE
14149Y108CAHCardinal Health Inc$15,3470.25%138,862CommonSOLE
G25508105CRHCRH PLC$15,3420.25%166,294CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$15,2760.25%68,475CommonSOLE
91913Y100VLOValero Energy Corp$15,2760.25%113,134CommonSOLE
831865209AOSAO Smith Corp$14,7070.24%163,724CommonSOLE
37045V100GMGeneral Motors Co$14,5220.24%323,857CommonSOLE
969904101WSMWilliams-Sonoma Inc$14,4820.24%93,482CommonSOLE
40412C101HCAHCA Healthcare Inc$14,3490.24%35,304CommonSOLE
949746101WMT2Wells Fargo & Co$14,2370.23%252,026CommonSOLE
026874784AIGAmerican International Group Inc$14,1250.23%192,884CommonSOLE
285512109EAElectronic Arts Inc$14,0280.23%97,795CommonSOLE
74460D109PSAPublic Storage$13,9160.23%38,246CommonSOLE
03831W108APPAppLovin Corp$13,8540.23%106,113CommonSOLE
N14506104ESTCElastic NV$13,7620.23%179,293CommonSOLE
706327103PBAPembina Pipeline Corp$13,7600.23%333,446CommonSOLE
759509102RSReliance Inc$13,6760.23%47,288CommonSOLE
701094104PHParker Hannifin Corp$13,6460.23%21,598CommonSOLE
858119100STLDSteel Dynamics Inc$13,6430.22%108,202CommonSOLE
24703L202DELLDell Technologies Inc$13,6390.22%115,060CommonSOLE
833034101SNASnap-on Inc$13,4860.22%46,553CommonSOLE
693718108PCARPACCAR Inc$13,0950.22%132,695CommonSOLE
192446102CTSHCognizant Technology Solutions$13,0140.21%168,622CommonSOLE
89531P105TREXTrex Co Inc$12,8620.21%193,193CommonSOLE
002824100ABTAbbott Laboratories$12,5900.21%110,430CommonSOLE
12532H104GIBCGI Inc$12,4320.21%107,924CommonSOLE
863667101SYKStryker Corp$12,1710.20%33,690CommonSOLE
281020107EIXEdison International$12,1520.20%139,525CommonSOLE
92936U109WPCWP Carey Inc$12,0690.20%193,726CommonSOLE
03076C106AMPAmeriprise Financial Inc$12,0470.20%25,642CommonSOLE
45866F104ICEIntercontinentalExchange Group$11,9820.20%74,587CommonSOLE
231021106CMICummins Inc$11,7750.19%36,368CommonSOLE
209115104EDConsolidated Edison Inc$11,6960.19%112,325CommonSOLE
68389X105ORCLOracle Corp$11,6390.19%68,305CommonSOLE
62944T105NVRNVR Inc$11,5780.19%1,180CommonSOLE
366651107ITGartner Inc$11,4550.19%22,605CommonSOLE
36467J108GLPIGaming and Leisure Properties$11,4170.19%221,898CommonSOLE
253393102DKSDick's Sporting Goods Inc$11,2910.19%54,103CommonSOLE
81762P102NOWServiceNow Inc$11,2310.19%12,557CommonSOLE
617446448MSMorgan Stanley$11,2260.19%107,696CommonSOLE
35137L105FOXAFox Corp$11,1200.18%262,709CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$11,1140.18%631,483CommonSOLE
34959E109FTNTFortinet Inc$11,1100.18%143,270CommonSOLE
110122108BMYBristol-Myers Squibb Co$10,9500.18%211,630CommonSOLE
235851102DHRDanaher Corp$10,8740.18%39,111CommonSOLE
749685103RPMRPM International Inc$10,6020.17%87,623CommonSOLE
30212P303EXPEExpedia Inc$10,3780.17%70,116CommonSOLE
881624209TEVATeva Pharmaceutical Industries$10,3520.17%574,523CommonSOLE
007903107AMDAdvanced Micro Devices Inc$10,3320.17%62,971CommonSOLE
009066101ABNBAirbnb Inc$10,2040.17%80,466CommonSOLE
053611109AVYAvery Dennison Corp$10,0360.17%45,457CommonSOLE
74834L100DGXQuest Diagnostics Inc /DE$9,9790.16%64,275CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$9,8830.16%133,171CommonSOLE
654106103NKENIKE Inc$9,8670.16%111,619CommonSOLE
670346105NUENucor Corp$9,7620.16%64,933CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$9,6670.16%472,520CommonSOLE
H50430232LOGILogitech International SA$9,6200.16%107,399CommonSOLE
496902404KGCKinross Gold Corp$9,5850.16%1,022,022CommonSOLE
83088M102SWKSSkyworks Solutions Inc$9,5320.16%96,507CommonSOLE
713448108PEPPepsiCo Inc /NC$9,5310.16%56,046CommonSOLE
174610105CFGCitizens Financial Group Inc$9,4960.16%231,232CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$9,4930.16%18,790CommonSOLE
929740108WABWabtec Corp/DE$9,3390.15%51,379CommonSOLE
172967424CCitigroup Inc$9,2260.15%147,393CommonSOLE
H2906T109GRMNGarmin Ltd$9,1580.15%52,030CommonSOLE
46120E602ISRGIntuitive Surgical Inc$9,0910.15%18,506CommonSOLE
142339100CSLCarlisle Cos Inc$9,0320.15%20,083CommonSOLE
34964C106FBINFortune Brands Innovations Inc$8,7630.14%97,880CommonSOLE
911312106UPSUnited Parcel Service Inc$8,7040.14%63,839CommonSOLE
969457100WMBWilliams Cos Inc$8,6830.14%190,199CommonSOLE
91307C102UTHRUnited Therapeutics Corp$8,6430.14%24,119CommonSOLE
067901108ABXBarrick Gold Corp$8,4170.14%422,753CommonSOLE
88579Y101MMM3M Co$8,3930.14%61,392CommonSOLE
452308109ITWIllinois Tool Works Inc$8,3020.14%31,680CommonSOLE
29084Q100EMEEmcor Group Inc$8,1800.13%18,998CommonSOLE
784117103SEICSEI Investments Co$7,8110.13%112,900CommonSOLE
942622200WSOWatsco Inc$7,6430.13%15,538CommonSOLE
243537107DECKDeckers Outdoor Corp$7,6360.13%47,890CommonSOLE
126650100CVSCVS Health Corp$7,4930.12%119,160CommonSOLE
049468101TEAMAtlassian Corp PLC$7,4540.12%46,935CommonSOLE
550021109LULULululemon Athletica Inc$7,4420.12%27,424CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$7,4110.12%15,934CommonSOLE
46266C105IQVIQVIA Holdings Inc$7,4110.12%31,270CommonSOLE
169656105CMGChipotle Mexican Grill Inc$7,3850.12%128,160CommonSOLE
58733R102MELIMercadoLibre Inc$7,3290.12%3,572CommonSOLE
42250P103DOCHealthpeak Properties Inc$7,3250.12%320,289CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$7,3000.12%6,339CommonSOLE
72352L106PINSPinterest Inc$7,2570.12%224,189CommonSOLE
82509L107SHOPShopify Inc$7,2500.12%90,396CommonSOLE
98978V103ZTSZoetis Inc$7,2490.12%37,100CommonSOLE
013091103ACIAlbertsons Cos Inc$7,1930.12%389,214CommonSOLE
595017104MCHPMicrochip Technology Inc$6,9850.12%87,007CommonSOLE
824348106SHWSherwin-Williams Co$6,9600.11%18,234CommonSOLE
90353T100UBERUber Technologies Inc$6,8210.11%90,752CommonSOLE
11133T103BRBroadridge Financial Solutions$6,7010.11%31,160CommonSOLE
94106L109WMWaste Management Inc$6,6780.11%32,172CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$6,6050.11%28,652CommonSOLE
101121101BXPBXP Inc$6,5090.11%80,891CommonSOLE
254687106DISWalt Disney Co$6,4730.11%67,293CommonSOLE
65249B109NWSANews Corp class A$6,2860.10%236,044CommonSOLE
25754A201DPZDomino's Pizza Inc$6,2550.10%14,544CommonSOLE
040413106ANETEURArista Networks Inc$6,1800.10%16,101CommonSOLE
053332102AZOAutoZone Inc$6,1670.10%1,958CommonSOLE
101137107BSXBoston Scientific Corp$6,1180.10%73,011CommonSOLE
H1467J104CBChubb Ltd$6,0330.10%20,920CommonSOLE
031162100AMGNAmgen Inc$6,0310.10%18,717CommonSOLE
403949100DINOHF Sinclair Corp$5,9220.10%132,862CommonSOLE
25809K105DASHDoorDash Inc$5,9020.10%41,350CommonSOLE
015271109AREAlexandria Real Estate Equitie$5,8680.10%49,413CommonSOLE
03027X100AMTAmerican Tower Corp$5,7780.10%24,843CommonSOLE
743315103PGRProgressive Corp$5,7670.10%22,725CommonSOLE
871829107SYYSysco Corp$5,7020.09%73,051CommonSOLE
68902V107OTISOtis Worldwide Corp$5,6470.09%54,330CommonSOLE
87165B103SYFSynchrony Financial$5,3910.09%108,078CommonSOLE
57667L107MTCHMatch Group Inc$5,3780.09%142,127CommonSOLE
31428X106FDXFedEx Corp$5,2430.09%19,158CommonSOLE
92556V106VTRSViatris Inc$5,2180.09%449,408CommonSOLE
278865100ECLEcolab Inc$5,1950.09%20,345CommonSOLE
70450Y103PYPLPayPal Holdings Inc$5,1270.08%65,707CommonSOLE
244199105DEDeere & Co$5,0040.08%11,991CommonSOLE
74340W103PLDProLogis Inc$5,0010.08%39,607CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$4,9920.08%63,396CommonSOLE
883556102TMOThermo Fisher Scientific Inc$4,9870.08%8,062CommonSOLE
913903100UHSUniversal Health Services Inc$4,9510.08%21,619CommonSOLE
466313103JBLJabil Circuit Inc$4,7350.08%39,517CommonSOLE
370334104GISGeneral Mills Inc$4,7260.08%64,008CommonSOLE
695156109PKGPackaging Corp of America$4,7180.08%21,902CommonSOLE
87971M103TUCoinbase Global Inc$4,6620.08%26,162CommonSOLE
05534B760BCEBCE Inc$4,6430.08%133,399CommonSOLE
892356106TSCOTractor Supply Co$4,6360.08%15,936CommonSOLE
808513105SCHWCharles Schwab Corp$4,6260.08%71,373CommonSOLE
075887109BDXBecton Dickinson and Co$4,6150.08%19,139CommonSOLE
988498101YUMYum! Brands Inc$4,5990.08%32,920CommonSOLE
127387108CDNSCadence Design Systems Inc$4,5980.08%16,965CommonSOLE
070830104BBWIBath & Body Works Inc$4,5360.07%142,087CommonSOLE
29476L107EQREquity Residential$4,5360.07%60,916CommonSOLE
035710839NLYAnnaly Capital Management Inc$4,4450.07%221,467CommonSOLE
87612G101TRGPTarga Resources Corp$4,4370.07%29,981CommonSOLE
89417E109TRVTravelers Cos Inc$4,4070.07%18,825CommonSOLE
46284V101IRMIron Mountain Inc$4,3990.07%37,023CommonSOLE
776696106ROPRoper Industries Inc$4,3460.07%7,810CommonSOLE
G7S00T104PNRPentair PLC$4,3170.07%44,147CommonSOLE
29355A107ENPHEnphase Energy Inc$4,2730.07%37,809CommonSOLE
49446R109KIMKimco Realty Corp$4,2670.07%183,736CommonSOLE
406216101HALHalliburton Co$4,1750.07%143,735CommonSOLE
053015103ADPAutomatic Data Processing Inc$4,1410.07%14,963CommonSOLE
852234103XYZBlock Inc$3,9260.06%58,494CommonSOLE
922475108VEEVVeeva Systems Inc$3,8860.06%18,518CommonSOLE
337738108FISVFiserv Inc$3,8750.06%21,568CommonSOLE
500754106KHCKraft Heinz Co/The$3,7710.06%107,423CommonSOLE
N6596X109NXPINXP Semiconductor NV$3,7640.06%15,684CommonSOLE
448579102HHyatt Hotels Corp$3,7620.06%24,722CommonSOLE
697900108PAASPan American Silver Corp$3,6350.06%173,906CommonSOLE
020002101ALLAllstate Corp$3,6180.06%19,081CommonSOLE
260003108DOVDover Corp$3,5880.06%18,715CommonSOLE
G0450A105ACGLArch Capital Group Ltd$3,5510.06%31,737CommonSOLE
297178105ESSEssex Property Trust Inc$3,5450.06%11,998CommonSOLE
427866108HSYHershey Co$3,4810.06%18,149CommonSOLE
60855R100MOHMolina Healthcare Inc$3,4800.06%10,101CommonSOLE
458140100INTCIntel Corp$3,4330.06%146,329CommonSOLE
92343E102VRSNVeriSign Inc$3,3720.06%17,751CommonSOLE
28176E108EWEdwards Lifesciences Corp$3,3250.05%50,390CommonSOLE
N82405106STLAStellantis NV$3,3070.05%238,766CommonSOLE
92276F100VTRVentas Inc$3,2990.05%51,446CommonSOLE
252131107DXCMDexCom Inc$3,2830.05%48,979CommonSOLE
683715106OTEXOpen Text Corp$3,2630.05%97,924CommonSOLE
884903808TRI4EURThomson Reuters Corp$3,1710.05%18,571CommonSOLE
452327109ILMNIllumina Inc$3,1330.05%24,021CommonSOLE
85472N109STNStantec Inc$3,1170.05%38,713CommonSOLE
444859102HUMHumana Inc$3,0660.05%9,679CommonSOLE
78409V104SPGIS&P Global Inc$3,0260.05%5,856CommonSOLE
29786A106ETSYEtsy Inc$2,9410.05%52,956CommonSOLE
05722G100BKRBaker Hughes Co$2,9250.05%80,927CommonSOLE
336433107FSLRFirst Solar Inc$2,8540.05%11,439CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$2,8370.05%15,993CommonSOLE
682680103OKEOneok Inc$2,8310.05%31,075CommonSOLE
436440101HO1Hologic Inc$2,7660.05%33,945CommonSOLE
303075105FDSFactset Research Systems Inc$2,7320.05%5,941CommonSOLE
016255101ALGNAlign Technology Inc$2,6660.04%10,483CommonSOLE
562750109MANHManhattan Associates Inc$2,6550.04%9,434CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$2,5410.04%9,060CommonSOLE
189054109CLXClorox Co$2,4930.04%15,304CommonSOLE
171340102CHDChurch & Dwight Co Inc$2,4820.04%23,699CommonSOLE
23918K108DVADaVita Inc$2,4720.04%15,083CommonSOLE
115236101BROBrown & Brown Inc$2,4600.04%23,746CommonSOLE
49338L103KEYSKeysight Technologies Inc$2,4460.04%15,394CommonSOLE
94106B101WCNWaste Connections Inc$2,4420.04%13,658CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2,4340.04%11,879CommonSOLE
G96629103WTWWillis Towers Watson PLC$2,4140.04%8,195CommonSOLE
73278L105POOLPool Corp$2,4130.04%6,405CommonSOLE
7591EP100RFRegions Financial Corp$2,3660.04%101,435CommonSOLE
053484101AVBAvalonBay Communities Inc$2,3330.04%10,355CommonSOLE
60871R209TAPMolson Coors Beverage Co$2,3310.04%40,527CommonSOLE
679295105OKTAOkta Inc$2,2290.04%29,978CommonSOLE
90384S303ULTAUlta Salon Cosmetics & Fragran$2,1020.03%5,400CommonSOLE
D18190898DBDeutsche Bank AG$2,0970.03%121,232CommonSOLE
594972408MSTRMicroStrategy Inc$2,0590.03%12,213CommonSOLE
69608A108PLTRPalantir Technologies Inc$2,0540.03%55,207CommonSOLE
855244109SBUXStarbucks Corp$2,0220.03%20,745CommonSOLE
911363109URIUnited Rentals Inc$1,9910.03%2,459CommonSOLE
91332U101UUnity Software Inc$1,9840.03%87,739CommonSOLE
571903202MARMarriott International Inc / DE$1,8750.03%7,544CommonSOLE
90138F102TWLOTwilio Inc$1,8630.03%28,554CommonSOLE
775711104ROLRollins Inc$1,8560.03%36,684CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$1,8020.03%19,200CommonSOLE
91347P105OLEDUniversal Display Corp$1,8000.03%8,576CommonSOLE
12514G108CDWCDW Corp/DE$1,7890.03%7,908CommonSOLE
00846U101AAgilent Technologies Inc$1,7830.03%12,012CommonSOLE
04271T100ARRYArray Technologies Inc$1,7820.03%270,024CommonSOLE
125896100CMSCMS Energy Corp$1,7530.03%24,820CommonSOLE
N53745100LYBLyondellBasell Industries NV$1,7370.03%18,110CommonSOLE
580135101MCDMcDonald's Corp$1,7330.03%5,693CommonSOLE
458665304TILEInterface Inc$1,7320.03%91,327CommonSOLE
67077M108NTRNutrien Ltd$1,7240.03%35,838CommonSOLE
16411R208LNGCheniere Energy Inc$1,7150.03%9,537CommonSOLE
05577W200DOOBRP Inc/CA$1,7110.03%28,724CommonSOLE
871607107SNPSSynopsys Inc$1,6940.03%3,346CommonSOLE
30063P105EXKExact Sciences Corp$1,6440.03%24,125CommonSOLE
459506101IFFInternational Flavors & Fragrances$1,6430.03%15,661CommonSOLE
879369106TFXTeleflex Inc$1,5990.03%6,468CommonSOLE
143658300CCL1EURCarnival Corp$1,5940.03%86,245CommonSOLE
219948106CPAYCorpay Inc$1,5850.03%5,068CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$1,5790.03%5,742CommonSOLE
754730109RJFRaymond James Financial Inc$1,5300.03%12,492CommonSOLE
443201108HWMHowmet Aerospace Inc$1,4940.02%14,910CommonSOLE
303250104FICOFair Isaac Corp$1,4840.02%764CommonSOLE
125269100CFCF Industries Holdings Inc$1,4620.02%17,035CommonSOLE
880770102TERTeradyne Inc$1,4610.02%10,912CommonSOLE
426281101JKHYJack Henry & Associates Inc$1,4600.02%8,269CommonSOLE
256677105DGDollar General Corp$1,4530.02%17,177CommonSOLE
G3223R108EGEverest Group Ltd$1,4420.02%3,679CommonSOLE
205887102CAGConAgra Foods Inc$1,4340.02%44,102CommonSOLE
902494103TSNTyson Foods Inc$1,4160.02%23,771CommonSOLE
878742204TECKTeck Resources Ltd$1,4160.02%27,092CommonSOLE
084423102WRBWR Berkley Corp$1,3980.02%24,658CommonSOLE
955306105WSTWest Pharmaceutical Services I$1,3970.02%4,654CommonSOLE
88339J105TTDTrade Desk Inc/The$1,3920.02%12,691CommonSOLE
98954M200ZZillow Group Inc$1,3840.02%21,680CommonSOLE
59156R108METMetLife Inc$1,3740.02%16,659CommonSOLE
136069101CMCanadian Imperial Bank of Comm$1,3540.02%22,043CommonSOLE
09260D107BXBlackstone Inc$1,2640.02%8,254CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1,2440.02%6,267CommonSOLE
65336K103NXSTNexstar Broadcasting Group Inc$1,2100.02%7,318CommonSOLE
92345Y106VRSKVerisk Analytics Inc$1,1890.02%4,434CommonSOLE
29530P102ERIEErie Indemnity Co$1,1740.02%2,175CommonSOLE
90364P105PATHUiPath Inc$1,1670.02%91,220CommonSOLE
832696405SJMJM Smucker Co$1,1640.02%9,610CommonSOLE
45784P101PODDInsulet Corp$1,1520.02%4,949CommonSOLE
892672106TWTradeweb Markets Inc$1,1140.02%9,005CommonSOLE
74736K101QRVOQorvo Inc$1,0970.02%10,616CommonSOLE
384109104GGGGraco Inc$1,0910.02%12,472CommonSOLE
83444M101SOLVSolventum Corp$1,0890.02%15,622CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,0740.02%9,731CommonSOLE
039483102ADMArcher-Daniels-Midland Co$1,0520.02%17,616CommonSOLE
98980L101ZNGAZoom Video Communications Inc$1,0330.02%14,825CommonSOLE
38141G104GSGoldman Sachs Group Inc$1,0100.02%2,041CommonSOLE
56418H100MANManpower Group Inc$1,0060.02%13,682CommonSOLE
826919102SLABSilicon Laboratories Inc$9980.02%8,635CommonSOLE
882508104TXNTexas Instruments Inc$9880.02%4,780CommonSOLE
22822V101CCICrown Castle Inc$9850.02%8,305CommonSOLE
134429109CPBCampbell Soup Co$9800.02%20,030CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$9630.02%8,362CommonSOLE
552953101MGMMGM Mirage$9410.02%24,075CommonSOLE
21036P108STZConstellation Brands Inc$9130.02%3,542CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$9000.01%10,088CommonSOLE
04621X108AIZAssurant Inc$8640.01%4,343CommonSOLE
960413102WLKWestlake Corp$8550.01%5,685CommonSOLE
G8473T100STESTERIS PLC$8390.01%3,461CommonSOLE
08265T208BSYBentley Systems Inc$8390.01%16,521CommonSOLE
025932104AFGAmerican Financial Group Inc$7980.01%5,928CommonSOLE
30225T102EXRExtra Space Storage Inc$7830.01%4,346CommonSOLE
76131D103QSRRestaurant Brands International$7820.01%10,838CommonSOLE
758849103REGRegency Centers Corp$7750.01%10,730CommonSOLE
29414B104EPAMEPAM Systems Inc$7750.01%3,891CommonSOLE
934423104WBDWarner Bros Discovery Inc$7680.01%93,023CommonSOLE
665859104NTRSNorthern Trust Corp$7400.01%8,218CommonSOLE
600544100MLKNMillerKnoll Inc$6820.01%27,522CommonSOLE
18915M107NETCloudflare Inc$6700.01%8,279CommonSOLE
98980G102ZSZscaler Inc$6420.01%3,755CommonSOLE
86800U104SMCIUSDSuper Micro Computer Inc$6240.01%1,497CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$6140.01%68,566CommonSOLE
277432100EMNEastman Chemical Co$5620.01%5,026CommonSOLE
833445109SNOWSnowflake Inc$5540.01%4,820CommonSOLE
79589L106IOTSamsara Inc$5470.01%11,361CommonSOLE
74762E102QUREQuanta Services Inc$5250.01%1,758CommonSOLE
03769M106APOApollo Global Management Inc$5010.01%4,016CommonSOLE
29444U700EQIXEquinix Inc$5000.01%563CommonSOLE
375916103GILGildan Activewear Inc$4910.01%10,424CommonSOLE
907818108UNPUnion Pacific Corp$4670.01%1,894CommonSOLE
150870103CECelanese Corp$4530.01%3,332CommonSOLE
14040H105COFCapital One Financial Corp$4360.01%2,916CommonSOLE
540424108LLoews Corp$4240.01%5,365CommonSOLE
925652109VICIVICI Properties Inc$3640.01%10,908CommonSOLE
771049103RBLXROBLOX Corp$3480.01%7,861CommonSOLE
92537N108VRTVertiv Holdings Co$3350.01%3,360CommonSOLE
35671D857FCXFreeport-McMoRan Copper & Gold$3280.01%6,584CommonSOLE
77543R102ROKURoku Inc$3080.01%4,126CommonSOLE
83304A106SNAPSnap Inc$2980.00%27,844CommonSOLE
35137L204FOXFox Corp$2860.00%7,370CommonSOLE
76954A103RIVNRivian Automotive Inc$2540.00%22,690CommonSOLE
15118V207CELHCelsius Holdings Inc$2290.00%7,297CommonSOLE

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.