MondegarAI
Achmea Investment Management B.V.

Q1 2025 · 13F-HR

Achmea Investment Management B.V.holdings as filed

Filed 2025-04-24 · accession 0001697765-25-000002

$6.9M
Reported value
356
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$430,1576.27%1,936,510CommonSOLE
67066G104NVDANVIDIA Corp$373,8985.45%3,449,881CommonSOLE
594918104MSFTMicrosoft Corp$341,1474.97%908,778CommonSOLE
023135106AMZNAmazoncom Inc$220,8143.22%1,160,591CommonSOLE
30303M102METAMeta Platforms Inc$173,3742.53%300,809CommonSOLE
02079K305GOOGLAlphabet Inc$140,8392.05%910,749CommonSOLE
46625H100JPMJPMorgan Chase & Co$91,1821.33%371,715CommonSOLE
11135F101AVGOBroadcom Inc$85,4501.24%510,366CommonSOLE
02079K107GOOGAlphabet Inc$83,0941.21%531,875CommonSOLE
931142103WMTWal-Mart Stores Inc$76,1491.11%867,395CommonSOLE
00287Y109ABBVAbbVie Inc$74,2221.08%354,245CommonSOLE
22160K105COSTCostco Wholesale Corp$71,1721.04%75,252CommonSOLE
038222105AMATApplied Materials Inc$67,6480.99%466,150CommonSOLE
G8994E103TTTrane Technologies plc$67,1230.98%199,225CommonSOLE
512807306LRCXLam Research Corp$61,3610.89%844,023CommonSOLE
92826C839VVisa Inc$60,2350.88%171,875CommonSOLE
742718109PGProcter & Gamble Co$58,5440.85%343,523CommonSOLE
482480100KLACKLA-Tencor Corp$58,2380.85%85,669CommonSOLE
459200101IBMInternational Business Machine$57,8880.84%232,800CommonSOLE
00206R102TAT&T Inc$56,9840.83%2,014,989CommonSOLE
17275R102CSCOCisco Systems Inc$55,9990.82%907,445CommonSOLE
64110L106NFLXNetFlix Inc$55,3410.81%59,345CommonSOLE
761152107RMDResMed Inc$53,2310.78%237,797CommonSOLE
532457108LLYEli Lilly & Co$52,7180.77%63,830CommonSOLE
34959E109FTNTFortinet Inc$51,7890.75%538,009CommonSOLE
526107107LIILennox International Inc$51,2250.75%91,338CommonSOLE
697435105PANWPalo Alto Networks Inc$49,8020.73%291,850CommonSOLE
91324P102UNHUnitedHealth Group Inc$49,5490.72%94,604CommonSOLE
437076102HDHome Depot Inc$49,3460.72%134,643CommonSOLE
052769106ADSKAutodesk Inc$48,9840.71%187,102CommonSOLE
031162100AMGNAmgen Inc$46,8630.68%150,421CommonSOLE
375558103GILDGilead Sciences Inc$44,9560.65%401,212CommonSOLE
872590104TMUST-Mobile US Inc$43,9730.64%164,873CommonSOLE
478160104JNJJohnson & Johnson$41,1660.60%248,227CommonSOLE
872540109TJXTJX Cos Inc$41,0130.60%336,724CommonSOLE
110122108BMYBristol-Myers Squibb Co$40,6170.59%665,947CommonSOLE
09857L108BKNGBooking Holdings Inc$40,3150.59%8,751CommonSOLE
149123101CATCaterpillar Inc$39,9500.58%121,134CommonSOLE
98419M100XYLXylem Inc/NY$38,6700.56%323,705CommonSOLE
668771108GENGen Digital Inc$38,6050.56%1,454,610CommonSOLE
58155Q103MCKMcKesson Corp$37,9400.55%56,375CommonSOLE
025816109AXPAmerican Express Co$37,6890.55%140,081CommonSOLE
57636Q104MAMastercard Inc$37,5260.55%68,464CommonSOLE
92343V104VZVerizon Communications Inc$37,3370.54%823,139CommonSOLE
337738108FISVFiserv Inc$36,9570.54%167,356CommonSOLE
592688105MTDMettler-Toledo International I$36,8660.54%31,218CommonSOLE
125523100CICigna Corp$36,8620.54%112,043CommonSOLE
79466L302CRMSalesforce Inc$36,4190.53%135,710CommonSOLE
747525103QCOMQUALCOMM Inc$36,3960.53%236,941CommonSOLE
443573100HUBSHubSpot Inc$36,3020.53%63,545CommonSOLE
620076307MSIMotorola Inc$34,3900.50%78,552CommonSOLE
194162103CLColgate-Palmolive Co$34,3840.50%366,951CommonSOLE
09290D101BLKBlackRock Funding Inc/DE$33,9390.49%35,858CommonSOLE
001055102AFLAflac Inc$33,5960.49%302,150CommonSOLE
461202103INTUIntuit Inc$32,0150.47%52,143CommonSOLE
03073E105CORCencora Inc$31,6870.46%113,942CommonSOLE
760759100RSGRepublic Services Inc$31,5280.46%130,196CommonSOLE
494368103KMBKimberly-Clark Corp$30,6240.45%215,323CommonSOLE
501044101KRKroger Co$30,6140.45%452,273CommonSOLE
416515104HIGThe Hartford Insurance Group Inc$30,3010.44%244,894CommonSOLE
172908105CTASCintas Corp$30,1450.44%146,670CommonSOLE
G5960L103MDTMedtronic PLC$30,0860.44%334,812CommonSOLE
053015103ADPAutomatic Data Processing Inc$27,9470.41%91,469CommonSOLE
56501R106MFCManulife Financial Corp$27,7210.40%889,777CommonSOLE
14149Y108CAHCardinal Health Inc$27,0150.39%196,084CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$26,7180.39%246,641CommonSOLE
91913Y100VLOValero Energy Corp$26,5600.39%201,103CommonSOLE
060505104BACBank of America Corp$25,8880.38%620,375CommonSOLE
278642103EBAYeBay Inc$25,8660.38%381,912CommonSOLE
704326107PAYXPaychex Inc$25,4620.37%165,042CommonSOLE
30161N101EXCExelon Corp$25,1640.37%546,111CommonSOLE
384802104GWWWW Grainger Inc$24,8950.36%25,202CommonSOLE
00724F101ADBEAdobe Systems Inc$24,5570.36%64,029CommonSOLE
92343E102VRSNVeriSign Inc$24,5340.36%96,636CommonSOLE
369604301GEGeneral Electric Co$23,8320.35%119,074CommonSOLE
064058100BKBank of New York Mellon Corp$23,7290.35%282,925CommonSOLE
G1151C101ACNAccenture PLC$23,6240.34%75,708CommonSOLE
615369105MCOMoody's Corp$23,5960.34%50,669CommonSOLE
87612G101TRGPTarga Resources Corp$23,4330.34%116,890CommonSOLE
74834L100DGXQuest Diagnostics Inc /DE$23,0900.34%136,466CommonSOLE
37045V100GMGeneral Motors Co$22,9840.33%488,715CommonSOLE
548661107LOWLowe's Cos Inc$22,9800.33%98,530CommonSOLE
380237107GDDYGoDaddy Inc$22,9640.33%127,478CommonSOLE
833034101SNASnap-on Inc$22,7510.33%67,508CommonSOLE
40434L105HPQHP Inc$22,6390.33%817,597CommonSOLE
05722G100BKRBaker Hughes Co$22,2150.32%505,472CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$22,1070.32%264,663CommonSOLE
285512109EAElectronic Arts Inc$22,0710.32%152,717CommonSOLE
026874784AIGAmerican International Group Inc$22,0090.32%253,149CommonSOLE
87165B103SYFSynchrony Financial$21,9350.32%414,320CommonSOLE
136069101CMCanadian Imperial Bank of Comm$21,6330.32%384,637CommonSOLE
00971T101AKAMAkamai Technologies Inc$21,6260.31%268,640CommonSOLE
949746101WMT2Wells Fargo & Co$21,5980.31%300,844CommonSOLE
315616102FFIVF5 Inc$21,5740.31%81,022CommonSOLE
828806109SPGSimon Property Group Inc$21,5720.31%129,886CommonSOLE
857477103STTState Street Corp$21,2420.31%237,260CommonSOLE
87807B107TRPTC Energy Corp$21,2040.31%449,070CommonSOLE
92345Y106VRSKVerisk Analytics Inc$21,1400.31%71,028CommonSOLE
969904101WSMWilliams-Sonoma Inc$21,0920.31%133,412CommonSOLE
16411R208LNGCheniere Energy Inc$20,9400.30%90,489CommonSOLE
706327103PBAPembina Pipeline Corp$20,7170.30%518,016CommonSOLE
101137107BSXBoston Scientific Corp$20,1810.29%200,055CommonSOLE
35137L105FOXAFox Corp$20,1440.29%355,901CommonSOLE
40412C101HCAHCA Healthcare Inc$19,6340.29%56,819CommonSOLE
74144T108TROWT Rowe Price Group Inc$19,5450.28%212,742CommonSOLE
64110D104NTAPNetApp Inc$19,4920.28%221,907CommonSOLE
74460D109PSAPublic Storage$19,3230.28%64,560CommonSOLE
032095101APHAmphenol Corp$19,2610.28%293,664CommonSOLE
231021106CMICummins Inc$19,1780.28%61,184CommonSOLE
863667101SYKStryker Corp$18,5200.27%49,753CommonSOLE
002824100ABTAbbott Laboratories$18,4380.27%138,999CommonSOLE
91307C102UTHRUnited Therapeutics Corp$18,2430.27%59,180CommonSOLE
03831W108APPAppLovin Corp$18,2160.27%68,750CommonSOLE
682680103OKEOneok Inc$17,8500.26%179,905CommonSOLE
46120E602ISRGIntuitive Surgical Inc$17,6170.26%35,570CommonSOLE
574599106MASMasco Corp$17,5090.26%251,790CommonSOLE
29084Q100EMEEmcor Group Inc$17,2770.25%46,742CommonSOLE
87612E106TGTTarget Corp$17,1200.25%164,045CommonSOLE
617446448MSMorgan Stanley$16,9900.25%145,633CommonSOLE
345370860FFord Motor Co$16,4490.24%1,639,983CommonSOLE
749685103RPMRPM International Inc$16,4480.24%142,187CommonSOLE
58933Y105MRKMerck & Co Inc$16,4090.24%182,813CommonSOLE
36467J108GLPIGaming and Leisure Properties$16,2490.24%319,239CommonSOLE
067901108ABXBarrick Gold Corp$16,0260.23%825,528CommonSOLE
146869102CVNACarvana Co$15,7870.23%75,507CommonSOLE
526057104LENLennar Corp$15,6240.23%136,126CommonSOLE
690742101OCOwens Corning$15,3870.22%107,739CommonSOLE
311900104FASTFastenal Co$15,0410.22%193,946CommonSOLE
88579Y101MMM3M Co$14,8930.22%101,411CommonSOLE
N14506104ESTCElastic NV$14,8840.22%167,044CommonSOLE
209115104EDConsolidated Edison Inc$14,7800.22%133,653CommonSOLE
12008R107BLDRBuilders FirstSource Inc$14,5700.21%116,611CommonSOLE
929740108WABWabtec Corp/DE$14,4770.21%79,828CommonSOLE
256163106DOCUDocuSign Inc$14,0370.20%172,453CommonSOLE
629377508NRGNRG Energy Inc$13,8990.20%145,600CommonSOLE
00790R104WMSAdvanced Drainage Systems, Inc$13,8690.20%127,642CommonSOLE
30212P303EXPEExpedia Inc$13,7060.20%81,532CommonSOLE
172967424CCitigroup Inc$13,5960.20%191,521CommonSOLE
496902404KGCKinross Gold Corp$13,5890.20%1,078,800CommonSOLE
G25508105CRHCRH PLC$13,5090.20%153,560CommonSOLE
70450Y103PYPLPayPal Holdings Inc$13,3300.19%204,280CommonSOLE
650111107NYTNew York Times Co$13,3110.19%268,373CommonSOLE
81762P102NOWServiceNow Inc$13,2350.19%16,624CommonSOLE
192446102CTSHCognizant Technology Solutions$12,8600.19%168,103CommonSOLE
69608A108PLTRPalantir Technologies Inc$12,3180.18%145,948CommonSOLE
174610105CFGCitizens Financial Group Inc$12,2350.18%298,634CommonSOLE
03076C106AMPAmeriprise Financial Inc$12,1840.18%25,168CommonSOLE
784117103SEICSEI Investments Co$12,0030.17%154,627CommonSOLE
086516101BBYBest Buy Co Inc$11,9890.17%162,874CommonSOLE
745867101PHMPulte Homes Inc$11,4870.17%111,737CommonSOLE
040413205ANETArista Networks Inc$11,3870.17%146,972CommonSOLE
31428X106FDXFedEx Corp$11,3800.17%46,680CommonSOLE
881624209TEVATeva Pharmaceutical Industries$11,3490.17%738,385CommonSOLE
665859104NTRSNorthern Trust Corp$11,3480.17%115,024CommonSOLE
452308109ITWIllinois Tool Works Inc$11,3230.16%45,656CommonSOLE
142339100CSLCarlisle Cos Inc$11,2770.16%33,119CommonSOLE
064149107BNSBank of Nova Scotia$11,2520.16%237,355CommonSOLE
228368106CCKCrown Holdings Inc$11,0800.16%124,122CommonSOLE
92936U109WPCWP Carey Inc$10,9310.16%173,202CommonSOLE
191216100KOCoca-Cola Co$10,8700.16%151,776CommonSOLE
244199105DEDeere & Co$10,6100.15%22,606CommonSOLE
25809K105DASHDoorDash Inc$10,4920.15%57,404CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$10,4910.15%738,302CommonSOLE
72352L106PINSPinterest Inc$10,3560.15%334,048CommonSOLE
90353T100UBERUber Technologies Inc$10,0670.15%138,169CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$9,7700.14%47,556CommonSOLE
824348106SHWSherwin-Williams Co$9,5390.14%27,319CommonSOLE
58733R102MELIMercadoLibre Inc$9,3660.14%4,801CommonSOLE
143658300CCL1EURCarnival Corp$9,1280.13%467,380CommonSOLE
297178105ESSEssex Property Trust Inc$9,1280.13%29,772CommonSOLE
942622200WSOWatsco Inc$9,1230.13%17,949CommonSOLE
78409V104SPGIS&P Global Inc$8,9040.13%17,525CommonSOLE
126650100CVSCVS Health Corp$8,8620.13%130,810CommonSOLE
20030N101CMCSAComcast Corp$8,8040.13%238,587CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$8,7600.13%35,899CommonSOLE
278865100ECLEcolab Inc$8,6970.13%34,302CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$8,6100.13%6,010CommonSOLE
254687106DISWalt Disney Co$8,6100.13%87,237CommonSOLE
913903100UHSUniversal Health Services Inc$8,5920.13%45,725CommonSOLE
871829107SYYSysco Corp$8,5020.12%113,304CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$8,3070.12%36,503CommonSOLE
M22465104CHKPCheck Point Software Technolog$8,0240.12%35,202CommonSOLE
701094104PHParker Hannifin Corp$7,9090.12%13,011CommonSOLE
717081103PFEPfizer Inc$7,9040.12%311,902CommonSOLE
90384S303ULTAUlta Salon Cosmetics & Fragran$7,8900.11%21,526CommonSOLE
806857108SLBSchlumberger Ltd$7,8350.11%187,441CommonSOLE
12572Q105CMECME Group Inc$7,6450.11%28,817CommonSOLE
29476L107EQREquity Residential$7,5580.11%105,584CommonSOLE
366651107ITGartner Inc$7,4400.11%17,725CommonSOLE
68389X105ORCLOracle Corp$7,4320.11%53,155CommonSOLE
609839105MPWRMonolithic Power Systems Inc$7,4290.11%12,808CommonSOLE
83088M102SWKSSkyworks Solutions Inc$7,2860.11%112,731CommonSOLE
713448108PEPPepsiCo Inc /NC$7,1760.10%47,861CommonSOLE
68902V107OTISOtis Worldwide Corp$7,1380.10%69,168CommonSOLE
98978V103ZTSZoetis Inc$7,1310.10%43,312CommonSOLE
695156109PKGPackaging Corp of America$7,1010.10%35,860CommonSOLE
013091103ACIAlbertsons Cos Inc$7,0940.10%322,586CommonSOLE
778296103ROSTRoss Stores Inc$6,9750.10%54,579CommonSOLE
25754A201DPZDomino's Pizza Inc$6,9630.10%15,154CommonSOLE
42250P103DOCHealthpeak Properties Inc$6,8590.10%339,212CommonSOLE
743315103PGRProgressive Corp$6,7600.10%23,886CommonSOLE
550021109LULULululemon Athletica Inc$6,6950.10%23,653CommonSOLE
90138F102TWLOTwilio Inc$6,5940.10%67,344CommonSOLE
24703L202DELLDell Technologies Inc$6,5050.09%71,369CommonSOLE
31488V107FERGFerguson Enterprises Inc$6,5000.09%40,561CommonSOLE
053332102AZOAutoZone Inc$6,4360.09%1,688CommonSOLE
243537107DECKDeckers Outdoor Corp$6,4330.09%57,529CommonSOLE
94106L109WMWaste Management Inc$6,3450.09%27,408CommonSOLE
H1467J104CBChubb Ltd$6,1190.09%20,264CommonSOLE
049468101TEAMAtlassian Corp PLC$5,9980.09%28,264CommonSOLE
H2906T109GRMNGarmin Ltd$5,8300.08%26,850CommonSOLE
697900108PAASPan American Silver Corp$5,7260.08%221,730CommonSOLE
G7S00T104PNRPentair PLC$5,6690.08%64,808CommonSOLE
988498101YUMYum! Brands Inc$5,6280.08%35,766CommonSOLE
101121101BXPBXP Inc$5,6130.08%83,540CommonSOLE
49446R109KIMKimco Realty Corp$5,5080.08%259,342CommonSOLE
406216101HALHalliburton Co$5,2930.08%208,617CommonSOLE
89417E109TRVTravelers Cos Inc$5,2910.08%20,008CommonSOLE
808513105SCHWCharles Schwab Corp$4,9620.07%63,395CommonSOLE
053484101AVBAvalonBay Communities Inc$4,9510.07%23,068CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$4,9130.07%318,385CommonSOLE
38141G104GSGoldman Sachs Group Inc$4,9070.07%8,984CommonSOLE
902494103TSNTyson Foods Inc$4,8710.07%76,332CommonSOLE
452327109ILMNIllumina Inc$4,8470.07%61,094CommonSOLE
911312106UPSUnited Parcel Service Inc$4,7760.07%43,419CommonSOLE
92537N108VRTVertiv Holdings Co$4,6910.07%64,984CommonSOLE
036752103ELVElevance Health Inc$4,6150.07%10,609CommonSOLE
92556V106VTRSViatris Inc$4,5720.07%524,987CommonSOLE
92276F100VTRVentas Inc$4,5680.07%66,442CommonSOLE
34964C106FBINFortune Brands Innovations Inc$4,5150.07%74,172CommonSOLE
776696106ROPRoper Industries Inc$4,4910.07%7,619CommonSOLE
580135101MCDMcDonald's Corp$4,3050.06%13,780CommonSOLE
020002101ALLAllstate Corp$4,2620.06%20,586CommonSOLE
370334104GISGeneral Mills Inc$4,0330.06%67,458CommonSOLE
23918K108DVADaVita Inc$3,9460.06%25,793CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$3,8890.06%348,130CommonSOLE
260003108DOVDover Corp$3,8760.06%22,064CommonSOLE
31620M106FISFidelity National Information$3,8030.06%50,932CommonSOLE
922475108VEEVVeeva Systems Inc$3,4770.05%15,012CommonSOLE
759509102RSReliance Inc$3,4510.05%11,951CommonSOLE
375916103GILGildan Activewear Inc$3,4440.05%77,896CommonSOLE
831865209AOSAO Smith Corp$3,4090.05%52,159CommonSOLE
95040Q104WELLWelltower Inc$3,3950.05%22,160CommonSOLE
12532H104GIBCGI Inc$3,3130.05%33,194CommonSOLE
427866108HSYHershey Co$3,2870.05%19,221CommonSOLE
G0450A105ACGLArch Capital Group Ltd$3,2860.05%34,161CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$3,2240.05%39,951CommonSOLE
35671D857FCXFreeport-McMoRan Copper & Gold$3,1520.05%83,267CommonSOLE
N6596X109NXPINXP Semiconductor NV$3,1000.05%16,314CommonSOLE
253393102DKSDick's Sporting Goods Inc$2,9880.04%14,822CommonSOLE
G96629103WTWWillis Towers Watson PLC$2,9860.04%8,835CommonSOLE
281020107EIXEdison International$2,9840.04%50,629CommonSOLE
934423104WBDWarner Bros Discovery Inc$2,8800.04%268,359CommonSOLE
94106B101WCNWaste Connections Inc$2,8750.04%14,730CommonSOLE
693718108PCARPACCAR Inc$2,8640.04%29,405CommonSOLE
444859102HUMHumana Inc$2,7460.04%10,379CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$2,7090.04%31,128CommonSOLE
D18190898DBDeutsche Bank AG$2,6590.04%112,852CommonSOLE
115236101BROBrown & Brown Inc$2,6500.04%21,300CommonSOLE
05534B760BCEBCE Inc$2,5880.04%112,779CommonSOLE
49338L103KEYSKeysight Technologies Inc$2,5620.04%17,107CommonSOLE
H50430232LOGILogitech International SA$2,5040.04%29,967CommonSOLE
189054109CLXClorox Co$2,4750.04%16,810CommonSOLE
883556102TMOThermo Fisher Scientific Inc$2,4490.04%4,921CommonSOLE
7591EP100RFRegions Financial Corp$2,4480.04%112,657CommonSOLE
171340102CHDChurch & Dwight Co Inc$2,3880.03%21,690CommonSOLE
989207105ZBRAZebra Technologies Corp$2,3830.03%8,435CommonSOLE
67059N108NTNXNutanix Inc$2,3780.03%34,064CommonSOLE
500754106KHCKraft Heinz Co/The$2,3440.03%77,021CommonSOLE
459506101IFFInternational Flavors & Fragrances$2,2770.03%29,344CommonSOLE
36118L106FUTUFutu Holdings Ltd$2,2230.03%21,716CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2,1240.03%9,384CommonSOLE
125896100CMSCMS Energy Corp$2,0800.03%27,702CommonSOLE
15135B101CNCCentene Corp$2,0230.03%33,321CommonSOLE
084423102WRBWR Berkley Corp$1,9610.03%27,546CommonSOLE
879360105TDYTeledyne Technologies Inc$1,9260.03%3,869CommonSOLE
892356106TSCOTractor Supply Co$1,8970.03%34,416CommonSOLE
466313103JBLJabil Circuit Inc$1,8690.03%13,731CommonSOLE
60855R100MOHMolina Healthcare Inc$1,8610.03%5,650CommonSOLE
654106103NKENIKE Inc$1,8550.03%29,209CommonSOLE
016255101ALGNAlign Technology Inc$1,8330.03%11,538CommonSOLE
458665304TILEInterface Inc$1,8110.03%91,327CommonSOLE
45784P101PODDInsulet Corp$1,7750.03%6,757CommonSOLE
23331A109DHIDR Horton Inc$1,7670.03%13,903CommonSOLE
780087102RYRoyal Bank of Canada$1,7520.03%15,560CommonSOLE
57667L107MTCHMatch Group Inc$1,7200.03%55,124CommonSOLE
256677105DGDollar General Corp$1,6700.02%18,996CommonSOLE
57060D108MKTXMarketAxess Holdings Inc$1,6180.02%7,481CommonSOLE
83444M101SOLVSolventum Corp$1,5950.02%20,985CommonSOLE
237194105DRIDarden Restaurants Inc$1,5700.02%7,554CommonSOLE
30225T102EXRExtra Space Storage Inc$1,5600.02%10,506CommonSOLE
035710839NLYAnnaly Capital Management Inc$1,5340.02%75,522CommonSOLE
651639106NEMNewmont Corp$1,5330.02%31,740CommonSOLE
61174X109MNSTMonster Beverage Corp$1,5240.02%26,044CommonSOLE
911363109URIUnited Rentals Inc$1,5230.02%2,431CommonSOLE
55354G100MSCIMSCI Inc$1,5180.02%2,683CommonSOLE
775711104ROLRollins Inc$1,5090.02%27,923CommonSOLE
G3223R108EGEverest Group Ltd$1,4940.02%4,111CommonSOLE
683715106OTEXOpen Text Corp$1,4800.02%58,643CommonSOLE
892672106TWTradeweb Markets Inc$1,4790.02%9,959CommonSOLE
303250104FICOFair Isaac Corp$1,4790.02%802CommonSOLE
125269100CFCF Industries Holdings Inc$1,4700.02%18,816CommonSOLE
303075105FDSFactset Research Systems Inc$1,4330.02%3,152CommonSOLE
65249B109NWSANews Corp class A$1,4260.02%52,383CommonSOLE
436440101HO1Hologic Inc$1,3370.02%21,647CommonSOLE
65336K103NXSTNexstar Broadcasting Group Inc$1,3050.02%7,283CommonSOLE
04271T100ARRYArray Technologies Inc$1,3030.02%267,593CommonSOLE
205887102CAGConAgra Foods Inc$1,2990.02%48,705CommonSOLE
925652109VICIVICI Properties Inc$1,2780.02%39,171CommonSOLE
11133T103BRBroadridge Financial Solutions$1,2610.02%5,198CommonSOLE
832696405SJMJM Smucker Co$1,2560.02%10,609CommonSOLE
891092108TTCToro Co$1,2220.02%16,795CommonSOLE
517834107LVSLas Vegas Sands Corp$1,2130.02%31,411CommonSOLE
571903202MARMarriott International Inc / DE$1,2110.02%5,082CommonSOLE
302130109EXPDExpeditors International of Wa$1,1940.02%9,922CommonSOLE
29355A107ENPHEnphase Energy Inc$1,1600.02%18,703CommonSOLE
758849103REGRegency Centers Corp$1,1550.02%15,655CommonSOLE
12541W209CHRWCH Robinson Worldwide Inc$1,1130.02%10,861CommonSOLE
219948106CPAYCorpay Inc$1,0990.02%3,150CommonSOLE
426281101JKHYJack Henry & Associates Inc$1,0890.02%5,961CommonSOLE
562750109MANHManhattan Associates Inc$1,0500.02%6,068CommonSOLE
552953101MGMMGM Mirage$1,0450.02%35,227CommonSOLE
384109104GGGGraco Inc$1,0410.02%12,472CommonSOLE
73278L105POOLPool Corp$1,0370.02%3,259CommonSOLE
983134107WYNNWynn Resorts Ltd$1,0360.02%12,400CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$1,0330.02%9,333CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1,0260.01%6,201CommonSOLE
12514G108CDWCDW Corp/DE$1,0230.01%6,386CommonSOLE
04621X108AIZAssurant Inc$1,0180.01%4,851CommonSOLE
754730109RJFRaymond James Financial Inc$1,0140.01%7,301CommonSOLE
277432100EMNEastman Chemical Co$9970.01%11,317CommonSOLE
009066101ABNBAirbnb Inc$9210.01%7,717CommonSOLE
60871R209TAPMolson Coors Beverage Co$9130.01%14,994CommonSOLE
443201108HWMHowmet Aerospace Inc$9080.01%7,000CommonSOLE
M98068105WIXWix.com Ltd$9010.01%5,517CommonSOLE
134429109CPBThe Campbel's Company$8940.01%22,406CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$8880.01%2,115CommonSOLE
955306105WSTWest Pharmaceutical Services I$8560.01%3,822CommonSOLE
039483102ADMArcher-Daniels-Midland Co$8460.01%17,616CommonSOLE
025932104AFGAmerican Financial Group Inc$8370.01%6,377CommonSOLE
74624M102PPure Storage Inc$7970.01%18,017CommonSOLE
35137L204FOXFox Corp$7920.01%15,019CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$7870.01%9,563CommonSOLE
56418H100MANManpower Group Inc$7850.01%13,568CommonSOLE
74736K101QRVOQorvo Inc$7690.01%10,616CommonSOLE
98980L101ZNGAZoom Communications Inc$7080.01%9,591CommonSOLE
29414B104EPAMEPAM Systems Inc$5960.01%3,531CommonSOLE
65473P105NINiSource Inc$5580.01%13,929CommonSOLE
884903808TRI4EURThomson Reuters Corp$5330.01%3,084CommonSOLE
440452100HRLHormel Foods Corp$4990.01%16,115CommonSOLE
403949100DINOHF Sinclair Corp$4850.01%14,764CommonSOLE
86800U302SMCISuper Micro Computer Inc$3140.00%9,177CommonSOLE
601137102MRPMillrose Properties Inc$2720.00%10,248CommonSOLE
594972408MSTRMicroStrategy Inc$2590.00%901CommonSOLE
87971M103TUCoinbase Global Inc$1970.00%1,144CommonSOLE
88339J105TTDTrade Desk Inc/The$1600.00%2,917CommonSOLE

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.