MondegarAI
Achmea Investment Management B.V.

Q4 2024 · 13F-HR

Achmea Investment Management B.V.holdings as filed

Filed 2025-02-10 · accession 0001697765-25-000001

$6.1M
Reported value
394
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$416,5856.85%1,663,544CommonSOLE
67066G104NVDANVIDIA Corp$399,5206.57%2,975,051CommonSOLE
594918104MSFTMicrosoft Corp$333,2675.48%790,671CommonSOLE
023135106AMZNAmazoncom Inc$208,9333.44%952,333CommonSOLE
02079K305GOOGLAlphabet Inc$160,7102.64%848,969CommonSOLE
30303M102METAMeta Platforms Inc$150,4462.47%256,949CommonSOLE
11135F101AVGOBroadcom Inc$86,5741.42%373,421CommonSOLE
02079K107GOOGAlphabet Inc$73,4561.21%385,720CommonSOLE
46625H100JPMJPMorgan Chase & Co$73,2761.21%305,687CommonSOLE
931142103WMTWal-Mart Stores Inc$71,4431.18%790,743CommonSOLE
22160K105COSTCostco Wholesale Corp$63,0151.04%68,774CommonSOLE
00287Y109ABBVAbbVie Inc$58,7580.97%330,660CommonSOLE
482480100KLACKLA-Tencor Corp$58,5000.96%92,838CommonSOLE
G8994E103TTTrane Technologies plc$57,4510.95%155,545CommonSOLE
761152107RMDResMed Inc$51,2480.84%224,094CommonSOLE
98138H101WDAYWorkday Inc$50,7450.83%196,663CommonSOLE
052769106ADSKAutodesk Inc$49,6000.82%167,812CommonSOLE
697435105PANWPalo Alto Networks Inc$48,7260.80%267,788CommonSOLE
459200101IBMInternational Business Machine$48,4550.80%220,423CommonSOLE
92826C839VVisa Inc$47,9540.79%151,733CommonSOLE
437076102HDHome Depot Inc$47,3350.78%121,687CommonSOLE
443573100HUBSHubSpot Inc$46,7320.77%67,070CommonSOLE
00206R102TAT&T Inc$45,9260.76%2,016,986CommonSOLE
742718109PGProcter & Gamble Co$45,7590.75%272,943CommonSOLE
526107107LIILennox International Inc$45,4700.75%74,627CommonSOLE
532457108LLYEli Lilly & Co$45,4330.75%58,850CommonSOLE
64110L106NFLXNetFlix Inc$44,2830.73%49,683CommonSOLE
592688105MTDMettler-Toledo International I$40,8350.67%33,371CommonSOLE
872540109TJXTJX Cos Inc$40,6890.67%336,804CommonSOLE
149123101CATCaterpillar Inc$39,4020.65%108,618CommonSOLE
91324P102UNHUnitedHealth Group Inc$38,3800.63%75,870CommonSOLE
09290D101BLKBlackRock Funding Inc/DE$38,2460.63%37,309CommonSOLE
872590104TMUST-Mobile US Inc$37,1970.61%168,520CommonSOLE
09857L108BKNGBooking Holdings Inc$37,0740.61%7,462CommonSOLE
025816109AXPAmerican Express Co$35,1620.58%118,476CommonSOLE
620076307MSIMotorola Inc$35,0250.58%75,774CommonSOLE
79466L302CRMSalesforce Inc$34,8070.57%104,110CommonSOLE
17275R102CSCOCisco Systems Inc$34,7730.57%587,389CommonSOLE
747525103QCOMQUALCOMM Inc$32,5520.54%211,898CommonSOLE
478160104JNJJohnson & Johnson$31,0340.51%214,586CommonSOLE
194162103CLColgate-Palmolive Co$30,6540.50%337,192CommonSOLE
001055102AFLAflac Inc$30,5810.50%295,646CommonSOLE
668771108GENGen Digital Inc$28,4040.47%1,037,404CommonSOLE
57636Q104MAMastercard Inc$28,3440.47%53,827CommonSOLE
03073E105CORCencora Inc$28,2810.47%125,870CommonSOLE
58155Q103MCKMcKesson Corp$28,1460.46%49,386CommonSOLE
494368103KMBKimberly-Clark Corp$27,6030.45%210,648CommonSOLE
461202103INTUIntuit Inc$26,7360.44%42,539CommonSOLE
038222105AMATApplied Materials Inc$26,5970.44%163,545CommonSOLE
92343V104VZVerizon Communications Inc$26,2830.43%657,233CommonSOLE
56501R106MFCManulife Financial Corp$26,1770.43%852,551CommonSOLE
125523100CICigna Corp$25,5860.42%92,657CommonSOLE
416515104HIGHartford Financial Services GRP$25,5470.42%233,521CommonSOLE
40434L105HPQHP Inc$25,5450.42%782,845CommonSOLE
172908105CTASCintas Corp$25,2040.41%137,951CommonSOLE
384802104GWWWW Grainger Inc$25,0840.41%23,798CommonSOLE
380237107GDDYGoDaddy Inc$24,6140.40%124,710CommonSOLE
G1151C101ACNAccenture PLC$24,1770.40%68,726CommonSOLE
501044101KRKroger Co$23,5610.39%385,290CommonSOLE
14149Y108CAHCardinal Health Inc$23,5000.39%198,698CommonSOLE
375558103GILDGilead Sciences Inc$23,1470.38%250,588CommonSOLE
548661107LOWLowe's Cos Inc$22,9870.38%93,139CommonSOLE
00724F101ADBEAdobe Systems Inc$22,6380.37%50,908CommonSOLE
857477103STTState Street Corp$22,5080.37%229,319CommonSOLE
032095101APHAmphenol Corp$22,4600.37%323,404CommonSOLE
760759100RSGRepublic Services Inc$21,9750.36%109,231CommonSOLE
615369105MCOMoody's Corp$21,4990.35%45,417CommonSOLE
064058100BKBank of New York Mellon Corp$20,9960.35%273,271CommonSOLE
74834L100DGXQuest Diagnostics Inc /DE$20,8400.34%138,146CommonSOLE
136069101CMCanadian Imperial Bank of Comm$20,5900.34%325,667CommonSOLE
369604301GEGeneral Electric Co$19,9840.33%119,819CommonSOLE
87807B107TRPTC Energy Corp$19,9690.33%428,692CommonSOLE
629377508NRGNRG Energy Inc$19,5860.32%217,095CommonSOLE
91913Y100VLOValero Energy Corp$19,5410.32%159,398CommonSOLE
512807306LRCXLam Research Corp$19,4630.32%269,462CommonSOLE
315616102FFIVF5 Inc$19,1210.31%76,036CommonSOLE
881624209TEVATeva Pharmaceutical Industries$18,9750.31%860,894CommonSOLE
03831W108APPAppLovin Corp$18,7230.31%57,816CommonSOLE
285512109EAElectronic Arts Inc$18,4560.30%126,147CommonSOLE
526057104LENLennar Corp$18,4510.30%135,301CommonSOLE
278642103EBAYeBay Inc$18,4060.30%297,115CommonSOLE
060505104BACBank of America Corp$18,3960.30%418,549CommonSOLE
574599106MASMasco Corp$18,3370.30%252,670CommonSOLE
256163106DOCUDocuSign Inc$18,2920.30%203,378CommonSOLE
87612E106TGTTarget Corp$18,0550.30%133,563CommonSOLE
35137L105FOXAFox Corp$18,0200.30%370,929CommonSOLE
949746101WMT2Wells Fargo & Co$17,6770.29%251,666CommonSOLE
74144T108TROWT Rowe Price Group Inc$17,5730.29%155,396CommonSOLE
704326107PAYXPaychex Inc$17,5020.29%124,818CommonSOLE
37045V100GMGeneral Motors Co$17,2690.28%324,174CommonSOLE
337738108FISVFiserv Inc$17,0850.28%83,171CommonSOLE
690742101OCOwens Corning$17,0810.28%100,288CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$16,9870.28%217,247CommonSOLE
969904101WSMWilliams-Sonoma Inc$16,9690.28%91,632CommonSOLE
828806109SPGSimon Property Group Inc$16,8320.28%97,741CommonSOLE
231021106CMICummins Inc$16,7270.28%47,985CommonSOLE
58933Y105MRKMerck & Co Inc$16,6960.27%167,833CommonSOLE
N14506104ESTCElastic NV$16,5500.27%167,044CommonSOLE
64110D104NTAPNetApp Inc$16,5360.27%142,450CommonSOLE
62944T105NVRNVR Inc$16,1690.27%1,977CommonSOLE
706327103PBAPembina Pipeline Corp$15,6140.26%422,838CommonSOLE
G5960L103MDTMedtronic PLC$15,3390.25%192,024CommonSOLE
87612G101TRGPTarga Resources Corp$15,3320.25%85,894CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$15,1440.25%199,838CommonSOLE
00790R104WMSAdvanced Drainage Systems, Inc$14,7560.24%127,642CommonSOLE
833034101SNASnap-on Inc$14,5810.24%42,951CommonSOLE
74460D109PSAPublic Storage$14,5010.24%48,427CommonSOLE
05722G100BKRBaker Hughes Co$14,3340.24%349,458CommonSOLE
026874784AIGAmerican International Group Inc$14,2020.23%195,077CommonSOLE
345370860FFord Motor Co$14,1260.23%1,426,920CommonSOLE
12572Q105CMECME Group Inc$14,0430.23%60,472CommonSOLE
650111107NYTNew York Times Co$13,9690.23%268,373CommonSOLE
M22465104CHKPCheck Point Software Technolog$13,8930.23%74,415CommonSOLE
086516101BBYBest Buy Co Inc$13,7540.23%160,292CommonSOLE
69608A108PLTRPalantir Technologies Inc$13,5760.22%179,516CommonSOLE
110122108BMYBristol-Myers Squibb Co$13,4080.22%237,059CommonSOLE
192446102CTSHCognizant Technology Solutions$13,3750.22%173,920CommonSOLE
191216100KOCoca-Cola Co$13,2890.22%213,445CommonSOLE
81762P102NOWServiceNow Inc$13,2220.22%12,472CommonSOLE
142339100CSLCarlisle Cos Inc$13,2130.22%35,823CommonSOLE
12008R107BLDRBuilders FirstSource Inc$13,1850.22%92,251CommonSOLE
46120E602ISRGIntuitive Surgical Inc$13,1640.22%25,220CommonSOLE
053015103ADPAutomatic Data Processing Inc$13,0660.21%44,634CommonSOLE
03076C106AMPAmeriprise Financial Inc$13,0620.21%24,533CommonSOLE
745867101PHMPulte Homes Inc$12,9850.21%119,237CommonSOLE
40412C101HCAHCA Healthcare Inc$12,9810.21%43,249CommonSOLE
91307C102UTHRUnited Therapeutics Corp$12,9650.21%36,746CommonSOLE
863667101SYKStryker Corp$12,7330.21%35,362CommonSOLE
682680103OKEOneok Inc$12,6730.21%126,234CommonSOLE
617446448MSMorgan Stanley$12,6000.21%100,219CommonSOLE
88579Y101MMM3M Co$12,6000.21%97,603CommonSOLE
101137107BSXBoston Scientific Corp$12,5380.21%140,373CommonSOLE
89531P105TREXTrex Co Inc$12,2730.20%177,786CommonSOLE
23331A109DHIDR Horton Inc$11,6540.19%83,345CommonSOLE
311900104FASTFastenal Co$11,6010.19%161,321CommonSOLE
31488V107FERGFerguson Enterprises Inc$11,5860.19%66,753CommonSOLE
24703L202DELLDell Technologies Inc$11,5680.19%100,376CommonSOLE
36467J108GLPIGaming and Leisure Properties$11,5540.19%239,915CommonSOLE
778296103ROSTRoss Stores Inc$11,5330.19%76,244CommonSOLE
68389X105ORCLOracle Corp$11,3580.19%68,160CommonSOLE
30212P303EXPEExpedia Inc$11,3290.19%60,804CommonSOLE
281020107EIXEdison International$11,3040.19%141,575CommonSOLE
002824100ABTAbbott Laboratories$10,9620.18%96,909CommonSOLE
29084Q100EMEEmcor Group Inc$10,8560.18%23,917CommonSOLE
366651107ITGartner Inc$10,8220.18%22,337CommonSOLE
45866F104ICEIntercontinentalExchange Group$10,7910.18%72,420CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$10,6470.18%607,726CommonSOLE
701094104PHParker Hannifin Corp$10,6150.17%16,690CommonSOLE
009066101ABNBAirbnb Inc$10,1390.17%77,152CommonSOLE
929740108WABWabtec Corp/DE$9,7830.16%51,604CommonSOLE
34959E109FTNTFortinet Inc$9,7630.16%103,327CommonSOLE
172967424CCitigroup Inc$9,4450.16%134,172CommonSOLE
243537107DECKDeckers Outdoor Corp$9,3860.15%46,215CommonSOLE
007903107AMDAdvanced Micro Devices Inc$9,3540.15%77,436CommonSOLE
174610105CFGCitizens Financial Group Inc$9,3380.15%213,389CommonSOLE
040413205ANETArista Networks Inc$9,2130.15%83,356CommonSOLE
31428X106FDXFedEx Corp$9,1560.15%32,546CommonSOLE
831865209AOSAO Smith Corp$9,0670.15%132,931CommonSOLE
209115104EDConsolidated Edison Inc$9,0610.15%101,538CommonSOLE
913903100UHSUniversal Health Services Inc$8,9940.15%50,128CommonSOLE
749685103RPMRPM International Inc$8,9870.15%73,034CommonSOLE
067901108ABXBarrick Gold Corp$8,7960.14%567,484CommonSOLE
452308109ITWIllinois Tool Works Inc$8,7840.14%34,645CommonSOLE
H2906T109GRMNGarmin Ltd$8,7550.14%42,447CommonSOLE
12532H104GIBCGI Inc$8,7430.14%79,941CommonSOLE
42250P103DOCHealthpeak Properties Inc$8,7430.14%431,323CommonSOLE
20030N101CMCSAComcast Corp$8,7050.14%231,967CommonSOLE
036752103ELVElevance Health Inc$8,6510.14%23,451CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$8,6370.14%404,563CommonSOLE
92936U109WPCWP Carey Inc$8,5350.14%156,662CommonSOLE
496902404KGCKinross Gold Corp$8,4270.14%907,834CommonSOLE
83088M102SWKSSkyworks Solutions Inc$8,1780.13%92,218CommonSOLE
143658300CCL1EURCarnival Corp$8,0460.13%322,880CommonSOLE
713448108PEPPepsiCo Inc /NC$8,0440.13%52,901CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$7,9310.13%34,381CommonSOLE
70450Y103PYPLPayPal Holdings Inc$7,9060.13%92,635CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$7,8580.13%6,627CommonSOLE
064149107BNSBank of Nova Scotia$7,8440.13%146,140CommonSOLE
550021109LULULululemon Athletica Inc$7,7710.13%20,323CommonSOLE
235851102DHRDanaher Corp$7,7630.13%33,817CommonSOLE
049468101TEAMAtlassian Corp PLC$7,7080.13%31,672CommonSOLE
87165B103SYFSynchrony Financial$7,6630.13%117,882CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$7,6110.13%35,829CommonSOLE
146869102CVNACarvana Co$7,3720.12%36,249CommonSOLE
253393102DKSDick's Sporting Goods Inc$6,8890.11%30,107CommonSOLE
25809K105DASHDoorDash Inc$6,8810.11%41,016CommonSOLE
784117103SEICSEI Investments Co$6,8340.11%82,860CommonSOLE
90384S303ULTAUlta Salon Cosmetics & Fragran$6,8270.11%15,696CommonSOLE
254687106DISWalt Disney Co$6,8190.11%61,235CommonSOLE
302130109EXPDExpeditors International of Wa$6,8150.11%61,517CommonSOLE
94106L109WMWaste Management Inc$6,7840.11%33,619CommonSOLE
942622200WSOWatsco Inc$6,6720.11%14,078CommonSOLE
824348106SHWSherwin-Williams Co$6,5160.11%19,169CommonSOLE
871829107SYYSysco Corp$6,4830.11%84,798CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$6,4390.11%26,051CommonSOLE
H1467J104CBChubb Ltd$6,3900.11%23,127CommonSOLE
053332102AZOAutoZone Inc$6,2920.10%1,965CommonSOLE
58733R102MELIMercadoLibre Inc$6,1600.10%3,623CommonSOLE
78409V104SPGIS&P Global Inc$6,1140.10%12,275CommonSOLE
297178105ESSEssex Property Trust Inc$6,0950.10%21,352CommonSOLE
013091103ACIAlbertsons Cos Inc$6,0180.10%306,423CommonSOLE
72352L106PINSPinterest Inc$6,0050.10%207,049CommonSOLE
15135B101CNCCentene Corp$5,9390.10%98,035CommonSOLE
695156109PKGPackaging Corp of America$5,8850.10%26,139CommonSOLE
466313103JBLJabil Circuit Inc$5,7860.10%40,208CommonSOLE
244199105DEDeere & Co$5,7830.10%13,649CommonSOLE
743315103PGRProgressive Corp$5,7390.09%23,949CommonSOLE
278865100ECLEcolab Inc$5,6390.09%24,069CommonSOLE
98978V103ZTSZoetis Inc$5,4770.09%33,615CommonSOLE
90353T100UBERUber Technologies Inc$5,4740.09%90,752CommonSOLE
90138F102TWLOTwilio Inc$5,3290.09%49,300CommonSOLE
29476L107EQREquity Residential$5,2860.09%73,670CommonSOLE
92537N108VRTVertiv Holdings Co$5,1810.09%45,597CommonSOLE
19260Q107COINCoinbase Global Inc$5,0870.08%20,488CommonSOLE
806857108SLBSchlumberger Ltd$5,0430.08%131,522CommonSOLE
68902V107OTISOtis Worldwide Corp$5,0030.08%54,018CommonSOLE
25754A201DPZDomino's Pizza Inc$4,9840.08%11,873CommonSOLE
92556V106VTRSViatris Inc$4,8620.08%390,508CommonSOLE
16411R208LNGCheniere Energy Inc$4,8420.08%22,535CommonSOLE
988498101YUMYum! Brands Inc$4,7990.08%35,766CommonSOLE
89417E109TRVTravelers Cos Inc$4,7740.08%19,818CommonSOLE
126650100CVSCVS Health Corp$4,7640.08%106,143CommonSOLE
57667L107MTCHMatch Group Inc$4,7220.08%144,348CommonSOLE
452327109ILMNIllumina Inc$4,7060.08%35,221CommonSOLE
609839105MPWRMonolithic Power Systems Inc$4,7040.08%7,950CommonSOLE
403949100DINOHF Sinclair Corp$4,6570.08%132,862CommonSOLE
03027X100AMTAmerican Tower Corp$4,5560.07%24,843CommonSOLE
101121101BXPBXP Inc$4,5030.07%60,563CommonSOLE
46284V101IRMIron Mountain Inc$4,4950.07%42,770CommonSOLE
594972408MSTRMicroStrategy Inc$4,4220.07%15,266CommonSOLE
075887109BDXBecton Dickinson and Co$4,3420.07%19,139CommonSOLE
49446R109KIMKimco Realty Corp$4,3050.07%183,736CommonSOLE
370334104GISGeneral Mills Inc$4,2870.07%67,230CommonSOLE
911312106UPSUnited Parcel Service Inc$4,2430.07%33,654CommonSOLE
92343E102VRSNVeriSign Inc$3,9620.07%19,142CommonSOLE
020002101ALLAllstate Corp$3,9580.07%20,529CommonSOLE
34964C106FBINFortune Brands Innovations Inc$3,9540.07%57,854CommonSOLE
776696106ROPRoper Industries Inc$3,8770.06%7,458CommonSOLE
053484101AVBAvalonBay Communities Inc$3,8000.06%17,277CommonSOLE
595112103MUMicron Technology Inc$3,7830.06%44,952CommonSOLE
015271109AREAlexandria Real Estate Equitie$3,7690.06%38,640CommonSOLE
892356106TSCOTractor Supply Co$3,7610.06%70,890CommonSOLE
883556102TMOThermo Fisher Scientific Inc$3,5920.06%6,905CommonSOLE
169656105CMGChipotle Mexican Grill Inc$3,5660.06%59,137CommonSOLE
74340W103PLDProLogis Inc$3,5460.06%33,541CommonSOLE
902494103TSNTyson Foods Inc$3,5310.06%61,475CommonSOLE
884903808TRI4EURThomson Reuters Corp$3,5080.06%21,862CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$3,4890.06%45,422CommonSOLE
G7S00T104PNRPentair PLC$3,3780.06%33,567CommonSOLE
427866108HSYHershey Co$3,3010.05%19,493CommonSOLE
406216101HALHalliburton Co$3,2500.05%119,528CommonSOLE
808513105SCHWCharles Schwab Corp$3,2400.05%43,781CommonSOLE
697900108PAASPan American Silver Corp$3,1820.05%157,361CommonSOLE
G0450A105ACGLArch Capital Group Ltd$3,1550.05%34,161CommonSOLE
28176E108EWEdwards Lifesciences Corp$3,1540.05%42,612CommonSOLE
H50430232LOGILogitech International SA$3,1160.05%37,627CommonSOLE
92276F100VTRVentas Inc$3,0300.05%51,446CommonSOLE
38141G104GSGoldman Sachs Group Inc$2,9970.05%5,233CommonSOLE
260003108DOVDover Corp$2,9370.05%15,654CommonSOLE
683715106OTEXOpen Text Corp$2,9230.05%103,332CommonSOLE
31620M106FISFidelity National Information$2,8870.05%35,738CommonSOLE
76954A103RIVNRivian Automotive Inc$2,8760.05%216,201CommonSOLE
031162100AMGNAmgen Inc$2,8700.05%11,012CommonSOLE
717081103PFEPfizer Inc$2,8120.05%106,016CommonSOLE
N6596X109NXPINXP Semiconductor NV$2,7170.04%13,072CommonSOLE
573874104MRVLMarvell Technology Inc$2,6490.04%23,980CommonSOLE
444859102HUMHumana Inc$2,6210.04%10,330CommonSOLE
436440101HO1Hologic Inc$2,6090.04%36,197CommonSOLE
759509102RSReliance Inc$2,5610.04%9,509CommonSOLE
05534B760BCEBCE Inc$2,5350.04%109,399CommonSOLE
94106B101WCNWaste Connections Inc$2,5280.04%14,730CommonSOLE
852234103XYZBlock Inc$2,4590.04%28,942CommonSOLE
458140100INTCIntel Corp$2,4540.04%122,422CommonSOLE
754730109RJFRaymond James Financial Inc$2,4170.04%15,557CommonSOLE
500754106KHCKraft Heinz Co/The$2,3650.04%77,021CommonSOLE
30231G102XOMExxon Mobil Corp$2,3620.04%21,962CommonSOLE
150870103CECelanese Corp$2,3290.04%33,650CommonSOLE
115236101BROBrown & Brown Inc$2,3100.04%22,647CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$2,2790.04%244,273CommonSOLE
171340102CHDChurch & Dwight Co Inc$2,2710.04%21,690CommonSOLE
922475108VEEVVeeva Systems Inc$2,2590.04%10,747CommonSOLE
23918K108DVADaVita Inc$2,2550.04%15,083CommonSOLE
654106103NKENIKE Inc$2,2280.04%29,455CommonSOLE
35671D857FCXFreeport-McMoRan Copper & Gold$2,2250.04%58,426CommonSOLE
458665304TILEInterface Inc$2,2240.04%91,327CommonSOLE
580135101MCDMcDonald's Corp$2,1830.04%7,529CommonSOLE
879369106TFXTeleflex Inc$2,1810.04%12,250CommonSOLE
693718108PCARPACCAR Inc$2,1470.04%20,633CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$2,0950.03%26,796CommonSOLE
934423104WBDWarner Bros Discovery Inc$1,9900.03%188,300CommonSOLE
74624M102PPure Storage Inc$1,9730.03%32,119CommonSOLE
95040Q104WELLWelltower Inc$1,9590.03%15,549CommonSOLE
855244109SBUXStarbucks Corp$1,9350.03%21,212CommonSOLE
070830104BBWIBath & Body Works Inc$1,8680.03%48,178CommonSOLE
125896100CMSCMS Energy Corp$1,8460.03%27,702CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1,8340.03%9,384CommonSOLE
219948106CPAYCorpay Inc$1,8170.03%5,370CommonSOLE
82509L107SHOPShopify Inc$1,8120.03%17,037CommonSOLE
7591EP100RFRegions Financial Corp$1,7980.03%76,425CommonSOLE
016255101ALGNAlign Technology Inc$1,7420.03%8,355CommonSOLE
26142V105DKNGDraftKings Inc$1,6690.03%44,879CommonSOLE
60855R100MOHMolina Healthcare Inc$1,6440.03%5,650CommonSOLE
29355A107ENPHEnphase Energy Inc$1,6440.03%23,941CommonSOLE
562750109MANHManhattan Associates Inc$1,6400.03%6,068CommonSOLE
04271T100ARRYArray Technologies Inc$1,6310.03%270,024CommonSOLE
084423102WRBWR Berkley Corp$1,6120.03%27,546CommonSOLE
303250104FICOFair Isaac Corp$1,6100.03%809CommonSOLE
125269100CFCF Industries Holdings Inc$1,6050.03%18,816CommonSOLE
74736K101QRVOQorvo Inc$1,5450.03%22,093CommonSOLE
D18190898DBDeutsche Bank AG$1,5420.03%89,497CommonSOLE
858119100STLDSteel Dynamics Inc$1,5410.03%13,504CommonSOLE
426281101JKHYJack Henry & Associates Inc$1,5360.03%8,761CommonSOLE
303075105FDSFactset Research Systems Inc$1,5140.02%3,152CommonSOLE
88339J105TTDTrade Desk Inc/The$1,4910.02%12,691CommonSOLE
G3223R108EGEverest Group Ltd$1,4900.02%4,111CommonSOLE
256677105DGDollar General Corp$1,4400.02%18,996CommonSOLE
59156R108METMetLife Inc$1,4400.02%17,595CommonSOLE
09260D107BXBlackstone Inc$1,4230.02%8,254CommonSOLE
252131107DXCMDexCom Inc$1,3930.02%17,905CommonSOLE
02043Q107ALNYAlnylam Pharmaceuticals Inc$1,3760.02%5,847CommonSOLE
30063P105EXKExact Sciences Corp$1,3550.02%24,125CommonSOLE
205887102CAGConAgra Foods Inc$1,3510.02%48,705CommonSOLE
92345Y106VRSKVerisk Analytics Inc$1,3500.02%4,902CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$1,3110.02%1,841CommonSOLE
892672106TWTradeweb Markets Inc$1,3040.02%9,959CommonSOLE
775711104ROLRollins Inc$1,2940.02%27,923CommonSOLE
45784P101PODDInsulet Corp$1,2920.02%4,949CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$1,2740.02%9,333CommonSOLE
91347P105OLEDUniversal Display Corp$1,2540.02%8,576CommonSOLE
780087102RYRoyal Bank of Canada$1,2240.02%10,157CommonSOLE
49338L103KEYSKeysight Technologies Inc$1,2050.02%7,501CommonSOLE
053611109AVYAvery Dennison Corp$1,2040.02%6,437CommonSOLE
00846U101AAgilent Technologies Inc$1,1940.02%8,887CommonSOLE
11133T103BRBroadridge Financial Solutions$1,1880.02%5,254CommonSOLE
832696405SJMJM Smucker Co$1,1680.02%10,609CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$1,1640.02%2,816CommonSOLE
911363109URIUnited Rentals Inc$1,1600.02%1,647CommonSOLE
65336K103NXSTNexstar Broadcasting Group Inc$1,1560.02%7,318CommonSOLE
595017104MCHPMicrochip Technology Inc$1,1350.02%19,784CommonSOLE
12514G108CDWCDW Corp/DE$1,1240.02%6,456CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,1220.02%10,861CommonSOLE
30225T102EXRExtra Space Storage Inc$1,1190.02%7,480CommonSOLE
73278L105POOLPool Corp$1,1110.02%3,259CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1,1060.02%6,267CommonSOLE
878742204TECKTeck Resources Ltd$1,0980.02%27,092CommonSOLE
459506101IFFInternational Flavors & Fragrances$1,0980.02%12,976CommonSOLE
83444M101SOLVSolventum Corp$1,0790.02%16,332CommonSOLE
826919102SLABSilicon Laboratories Inc$1,0730.02%8,635CommonSOLE
384109104GGGGraco Inc$1,0510.02%12,472CommonSOLE
517834107LVSLas Vegas Sands Corp$1,0390.02%20,214CommonSOLE
04621X108AIZAssurant Inc$1,0340.02%4,851CommonSOLE
65249B109NWSANews Corp class A$1,0130.02%36,756CommonSOLE
29530P102ERIEErie Indemnity Co$1,0030.02%2,433CommonSOLE
448579102HHyatt Hotels Corp$9380.02%5,977CommonSOLE
134429109CPBThe Campbel's Company$9380.02%22,406CommonSOLE
035710839NLYAnnaly Capital Management Inc$9200.02%50,270CommonSOLE
571903202MARMarriott International Inc / DE$9130.02%3,273CommonSOLE
36118L106FUTUFutu Holdings Ltd$9090.01%11,371CommonSOLE
882508104TXNTexas Instruments Inc$8970.01%4,780CommonSOLE
375916103GILGildan Activewear Inc$8970.01%19,066CommonSOLE
98980L101ZNGAZoom Communications Inc$8920.01%10,922CommonSOLE
18915M107NETCloudflare Inc$8920.01%8,279CommonSOLE
039483102ADMArcher-Daniels-Midland Co$8890.01%17,616CommonSOLE
955306105WSTWest Pharmaceutical Services I$8870.01%2,709CommonSOLE
025932104AFGAmerican Financial Group Inc$8730.01%6,377CommonSOLE
665859104NTRSNorthern Trust Corp$8420.01%8,218CommonSOLE
552953101MGMMGM Mirage$8350.01%24,075CommonSOLE
651639106NEMNewmont Corp$8290.01%22,271CommonSOLE
907818108UNPUnion Pacific Corp$8280.01%3,633CommonSOLE
56418H100MANManpower Group Inc$7900.01%13,682CommonSOLE
925652109VICIVICI Properties Inc$7880.01%26,968CommonSOLE
98954M200ZZillow Group Inc$7850.01%10,606CommonSOLE
983134107WYNNWynn Resorts Ltd$7570.01%8,788CommonSOLE
77543R102ROKURoku Inc$7560.01%10,168CommonSOLE
670346105NUENucor Corp$7520.01%6,438CommonSOLE
277432100EMNEastman Chemical Co$7520.01%8,227CommonSOLE
189054109CLXClorox Co$7510.01%4,624CommonSOLE
85472N109STNStantec Inc$7480.01%9,536CommonSOLE
989207105ZBRAZebra Technologies Corp$7480.01%1,936CommonSOLE
758849103REGRegency Centers Corp$7380.01%9,990CommonSOLE
G8473T100STESTERIS PLC$7110.01%3,461CommonSOLE
336433107FSLRFirst Solar Inc$6610.01%3,746CommonSOLE
600544100MLKNMillerKnoll Inc$6210.01%27,522CommonSOLE
540424108LLoews Corp$5330.01%6,297CommonSOLE
35137L204FOXFox Corp$5150.01%11,262CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$4980.01%5,899CommonSOLE
29414B104EPAMEPAM Systems Inc$4830.01%2,065CommonSOLE
443201108HWMHowmet Aerospace Inc$4650.01%4,248CommonSOLE
86800U302SMCISuper Micro Computer Inc$4570.01%14,970CommonSOLE
833445109SNOWSnowflake Inc$4360.01%2,824CommonSOLE
46266C105IQVIQVIA Holdings Inc$3760.01%1,914CommonSOLE
679295105OKTAOkta Inc$2040.00%2,583CommonSOLE
N53745100LYBLyondellBasell Industries NV$1530.00%2,070CommonSOLE
05577W200DOOBRP Inc/CA$1120.00%2,198CommonSOLE

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.