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Achmea Investment Management B.V.

Q2 2025 · 13F-HR

Achmea Investment Management B.V.holdings as filed

Filed 2025-08-06 · accession 0001697765-25-000003

$7.7M
Reported value
328
Positions
2025-06-30
Period end
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The Brief · Achmea Investment Management B.V. · Q2 2025

AI · grounded in 13F

Achmea Investment Management B.V. established a new position in NVDA valued at $565,198. The fund also initiated new stakes in MSFT for $464,387 and AAPL for $411,426. Additional new positions included AMZN at $262,593 and META at $231,119.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corp$565,1987.29%3,577,431CommonSOLE
594918104MSFTMicrosoft Corp$464,3875.99%933,610CommonSOLE
037833100AAPLApple Inc$411,4265.31%2,005,296CommonSOLE
023135106AMZNAmazoncom Inc$262,5933.39%1,196,921CommonSOLE
30303M102METAMeta Platforms Inc$231,1192.98%313,131CommonSOLE
02079K305GOOGLAlphabet Inc$172,8492.23%980,819CommonSOLE
11135F101AVGOBroadcom Inc$152,1461.96%551,953CommonSOLE
46625H100JPMJPMorgan Chase & Co$127,5531.65%439,976CommonSOLE
02079K107GOOGAlphabet Inc$98,0651.27%552,820CommonSOLE
038222105AMATApplied Materials Inc$91,8261.18%501,587CommonSOLE
64110L106NFLXNetFlix Inc$91,7611.18%68,523CommonSOLE
482480100KLACKLA-Tencor Corp$88,1391.14%98,398CommonSOLE
G8994E103TTTrane Technologies plc$85,5851.10%195,665CommonSOLE
22160K105COSTCostco Wholesale Corp$79,5841.03%80,392CommonSOLE
931142103WMTWal-Mart Stores Inc$78,8561.02%806,462CommonSOLE
17275R102CSCOCisco Systems Inc$70,9740.92%1,022,990CommonSOLE
459200101IBMInternational Business Machine$70,6210.91%239,571CommonSOLE
00287Y109ABBVAbbVie Inc$66,5580.86%358,572CommonSOLE
92826C839VVisa Inc$62,7490.81%176,734CommonSOLE
34959E109FTNTFortinet Inc$61,8840.80%585,356CommonSOLE
761152107RMDResMed Inc$61,3140.79%237,652CommonSOLE
00206R102TAT&T Inc$60,7640.78%2,099,662CommonSOLE
697435105PANWPalo Alto Networks Inc$60,3350.78%294,832CommonSOLE
052769106ADSKAutodesk Inc$59,3480.77%191,708CommonSOLE
742718109PGProcter & Gamble Co$59,0670.76%370,743CommonSOLE
031162100AMGNAmgen Inc$56,3200.73%201,714CommonSOLE
09857L108BKNGBooking Holdings Inc$53,8910.70%9,309CommonSOLE
526107107LIILennox International Inc$53,8230.69%93,893CommonSOLE
437076102HDHome Depot Inc$53,4090.69%145,671CommonSOLE
375558103GILDGilead Sciences Inc$50,5330.65%455,788CommonSOLE
532457108LLYEli Lilly & Co$50,3050.65%64,533CommonSOLE
478160104JNJJohnson & Johnson$50,2270.65%328,820CommonSOLE
149123101CATCaterpillar Inc$49,6530.64%127,903CommonSOLE
872540109TJXTJX Cos Inc$46,2940.60%374,887CommonSOLE
98419M100XYLXylem Inc/NY$44,0450.57%340,489CommonSOLE
025816109AXPAmerican Express Co$43,3930.56%136,034CommonSOLE
69608A108PLTRPalantir Technologies Inc$42,8280.55%314,172CommonSOLE
58155Q103MCKMcKesson Corp$41,7880.54%57,027CommonSOLE
57636Q104MAMastercard Inc$41,7820.54%74,353CommonSOLE
747525103QCOMQUALCOMM Inc$40,9290.53%256,993CommonSOLE
79466L302CRMSalesforce Inc$40,4270.52%148,254CommonSOLE
110122108BMYBristol-Myers Squibb Co$40,2280.52%869,050CommonSOLE
891160509TDToronto-Dominion Bank$40,2280.52%548,046CommonSOLE
92343V104VZVerizon Communications Inc$40,0510.52%925,606CommonSOLE
872590104TMUST-Mobile US Inc$38,5970.50%161,998CommonSOLE
592688105MTDMettler-Toledo International I$38,1910.49%32,511CommonSOLE
125523100CICigna Corp$37,0920.48%112,203CommonSOLE
172908105CTASCintas Corp$35,3180.46%158,470CommonSOLE
443573100HUBSHubSpot Inc$34,9010.45%62,701CommonSOLE
91324P102UNHUnitedHealth Group Inc$34,6130.45%110,952CommonSOLE
620076307MSIMotorola Inc$34,4360.44%81,902CommonSOLE
03073E105CORCencora Inc$33,4350.43%111,504CommonSOLE
501044101KRKroger Co$33,4180.43%465,894CommonSOLE
461202103INTUIntuit Inc$32,9960.43%41,892CommonSOLE
14149Y108CAHCardinal Health Inc$32,7530.42%194,960CommonSOLE
760759100RSGRepublic Services Inc$31,7730.41%128,836CommonSOLE
136069101CMCanadian Imperial Bank of Comm$31,2950.40%441,786CommonSOLE
G1151C101ACNAccenture PLC$31,0600.40%103,919CommonSOLE
G5960L103MDTMedtronic PLC$31,0520.40%356,220CommonSOLE
060505104BACBank of America Corp$30,5600.39%645,806CommonSOLE
92343E102VRSNVeriSign Inc$29,7120.38%102,883CommonSOLE
629377508NRGNRG Energy Inc$29,4820.38%183,603CommonSOLE
87165B103SYFSynchrony Financial$29,4750.38%441,644CommonSOLE
053015103ADPAutomatic Data Processing Inc$29,2640.38%94,891CommonSOLE
278642103EBAYeBay Inc$28,8660.37%387,668CommonSOLE
001055102AFLAflac Inc$28,8470.37%273,537CommonSOLE
032095101APHAmphenol Corp$28,7980.37%291,624CommonSOLE
29084Q100EMEEmcor Group Inc$28,4280.37%53,149CommonSOLE
38141G104GSGoldman Sachs Group Inc$27,6790.36%39,109CommonSOLE
416515104HIGThe Hartford Insurance Group Inc$27,2560.35%214,831CommonSOLE
56501R106MFCManulife Financial Corp$27,0290.35%847,089CommonSOLE
384802104GWWWW Grainger Inc$26,9070.35%25,866CommonSOLE
87807B107TRPTC Energy Corp$26,8510.35%551,113CommonSOLE
969904101WSMWilliams-Sonoma Inc$26,6710.34%163,252CommonSOLE
92345Y106VRSKVerisk Analytics Inc$26,6430.34%85,532CommonSOLE
494368103KMBKimberly-Clark Corp$26,5520.34%205,959CommonSOLE
857477103STTState Street Corp$26,1980.34%246,361CommonSOLE
30161N101EXCExelon Corp$26,1260.34%601,711CommonSOLE
466313103JBLJabil Circuit Inc$25,7680.33%118,150CommonSOLE
064058100BKBank of New York Mellon Corp$25,7660.33%282,797CommonSOLE
315616102FFIVF5 Inc$25,3880.33%86,259CommonSOLE
101137107BSXBoston Scientific Corp$25,2040.33%234,655CommonSOLE
74834L100DGXQuest Diagnostics Inc /DE$24,6140.32%137,029CommonSOLE
37045V100GMGeneral Motors Co$24,1590.31%490,928CommonSOLE
87612G101TRGPTarga Resources Corp$24,1280.31%138,605CommonSOLE
615369105MCOMoody's Corp$23,8610.31%47,570CommonSOLE
146869102CVNACarvana Co$23,7250.31%70,408CommonSOLE
91913Y100VLOValero Energy Corp$23,5770.30%175,400CommonSOLE
617446448MSMorgan Stanley$23,4030.30%166,148CommonSOLE
925652109VICIVICI Properties Inc$23,2130.30%712,056CommonSOLE
380237107GDDYGoDaddy Inc$23,1330.30%128,472CommonSOLE
704326107PAYXPaychex Inc$22,8450.29%157,058CommonSOLE
16411R208LNGCheniere Energy Inc$22,8410.29%93,792CommonSOLE
61174X109MNSTMonster Beverage Corp$22,7810.29%363,683CommonSOLE
125269100CFCF Industries Holdings Inc$22,6270.29%245,947CommonSOLE
833034101SNASnap-on Inc$22,5390.29%72,430CommonSOLE
05722G100BKRBaker Hughes Co$22,4550.29%585,674CommonSOLE
285512109EAElectronic Arts Inc$22,0730.28%138,213CommonSOLE
00971T101AKAMAkamai Technologies Inc$21,4570.28%269,016CommonSOLE
548661107LOWLowe's Cos Inc$21,4560.28%96,705CommonSOLE
828806109SPGSimon Property Group Inc$20,9520.27%130,329CommonSOLE
12504L109CBRECBRE Group Inc$20,8620.27%148,887CommonSOLE
026874784AIGAmerican International Group Inc$20,5100.26%239,626CommonSOLE
949746101WMT2Wells Fargo & Co$20,1490.26%251,488CommonSOLE
40412C101HCAHCA Healthcare Inc$20,1190.26%52,515CommonSOLE
35137L105FOXAFox Corp$19,8530.26%354,273CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$19,7970.26%166,504CommonSOLE
002824100ABTAbbott Laboratories$19,4960.25%143,342CommonSOLE
863667101SYKStryker Corp$19,3260.25%48,850CommonSOLE
46120E602ISRGIntuitive Surgical Inc$18,8520.24%34,693CommonSOLE
40434L105HPQHP Inc$18,7220.24%765,395CommonSOLE
706327103PBAPembina Pipeline Corp$18,5200.24%494,231CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$18,2640.24%202,641CommonSOLE
574599106MASMasco Corp$18,1200.23%281,543CommonSOLE
345370860FFord Motor Co$17,7940.23%1,639,983CommonSOLE
68389X105ORCLOracle Corp$17,1970.22%78,659CommonSOLE
231021106CMICummins Inc$16,9540.22%51,766CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$16,9500.22%204,712CommonSOLE
126650100CVSCVS Health Corp$16,8810.22%244,724CommonSOLE
00724F101ADBEAdobe Systems Inc$16,7680.22%43,344CommonSOLE
929740108WABWabtec Corp/DE$16,7120.22%79,828CommonSOLE
81762P102NOWServiceNow Inc$16,6620.22%16,206CommonSOLE
040413205ANETArista Networks Inc$16,6010.21%162,259CommonSOLE
580135101MCDMcDonald's Corp$16,5850.21%56,767CommonSOLE
172967424CCitigroup Inc$16,3020.21%191,521CommonSOLE
228368106CCKCrown Holdings Inc$16,1600.21%156,933CommonSOLE
74460D109PSAPublic Storage$16,1180.21%54,933CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd$16,0450.21%51,239CommonSOLE
650111107NYTNew York Times Co$15,8990.21%283,995CommonSOLE
496902404KGCKinross Gold Corp$15,7700.20%1,011,157CommonSOLE
87612E106TGTTarget Corp$15,7410.20%159,571CommonSOLE
311900104FASTFastenal Co$15,6260.20%372,067CommonSOLE
70450Y103PYPLPayPal Holdings Inc$15,4780.20%208,272CommonSOLE
30212P303EXPEExpedia Inc$15,1710.20%89,941CommonSOLE
G0176J109ALLEAllegion PLC$15,0850.19%104,671CommonSOLE
192446102CTSHCognizant Technology Solutions$14,9430.19%191,512CommonSOLE
682680103OKEOneok Inc$14,6860.19%179,905CommonSOLE
665859104NTRSNorthern Trust Corp$14,5840.19%115,024CommonSOLE
00790R104WMSAdvanced Drainage Systems, Inc$14,4710.19%125,987CommonSOLE
25809K105DASHDoorDash Inc$14,3120.18%58,058CommonSOLE
90384S303ULTAUlta Salon Cosmetics & Fragran$14,1410.18%30,229CommonSOLE
12008R107BLDRBuilders FirstSource Inc$14,1040.18%120,870CommonSOLE
209115104EDConsolidated Edison Inc$13,9810.18%139,320CommonSOLE
243537107DECKDeckers Outdoor Corp$13,9500.18%135,341CommonSOLE
58733R102MELIMercadoLibre Inc$13,9210.18%5,326CommonSOLE
N14506104ESTCElastic NV$13,9200.18%165,054CommonSOLE
58933Y105MRKMerck & Co Inc$13,9000.18%175,593CommonSOLE
256163106DOCUDocuSign Inc$13,5990.18%174,598CommonSOLE
174610105CFGCitizens Financial Group Inc$13,3640.17%298,634CommonSOLE
92936U109WPCWP Carey Inc$13,3090.17%213,363CommonSOLE
143658300CCL1EURCarnival Corp$13,1420.17%467,380CommonSOLE
G25508105CRHCRH PLC$12,9430.17%140,992CommonSOLE
90353T100UBERUber Technologies Inc$12,8910.17%138,169CommonSOLE
013091103ACIAlbertsons Cos Inc$12,8370.17%596,802CommonSOLE
690742101OCOwens Corning$12,7420.16%92,660CommonSOLE
36467J108GLPIGaming and Leisure Properties$12,4710.16%267,153CommonSOLE
88579Y101MMM3M Co$12,4210.16%81,587CommonSOLE
142339100CSLCarlisle Cos Inc$12,2570.16%32,825CommonSOLE
086516101BBYBest Buy Co Inc$12,0920.16%180,129CommonSOLE
254687106DISWalt Disney Co$11,9930.15%96,713CommonSOLE
452308109ITWIllinois Tool Works Inc$11,8710.15%48,013CommonSOLE
745867101PHMPulte Homes Inc$11,5850.15%109,845CommonSOLE
244199105DEDeere & Co$11,4940.15%22,606CommonSOLE
881624209TEVATeva Pharmaceutical Industries$11,4250.15%681,687CommonSOLE
701094104PHParker Hannifin Corp$11,1930.14%16,024CommonSOLE
64110D104NTAPNetApp Inc$11,1730.14%104,862CommonSOLE
191216100KOCoca-Cola Co$11,0540.14%156,240CommonSOLE
91307C102UTHRUnited Therapeutics Corp$10,8660.14%37,814CommonSOLE
806857108SLBSchlumberger Ltd$10,7210.14%317,182CommonSOLE
31428X106FDXFedEx Corp$10,6100.14%46,680CommonSOLE
749685103RPMRPM International Inc$9,6950.13%88,264CommonSOLE
824348106SHWSherwin-Williams Co$9,3800.12%27,319CommonSOLE
609839105MPWRMonolithic Power Systems Inc$9,3670.12%12,808CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$9,3090.12%34,951CommonSOLE
278865100ECLEcolab Inc$9,2430.12%34,302CommonSOLE
78409V104SPGIS&P Global Inc$9,2410.12%17,525CommonSOLE
194162103CLColgate-Palmolive Co$9,0790.12%99,868CommonSOLE
20030N101CMCSAComcast Corp$9,0230.12%252,831CommonSOLE
72352L106PINSPinterest Inc$9,0200.12%251,520CommonSOLE
90138F102TWLOTwilio Inc$9,0100.12%72,454CommonSOLE
913903100UHSUniversal Health Services Inc$8,9380.12%49,341CommonSOLE
24703L202DELLDell Technologies Inc$8,9130.12%72,697CommonSOLE
36118L106FUTUFutu Holdings Ltd$8,6050.11%69,634CommonSOLE
871829107SYYSysco Corp$8,5820.11%113,304CommonSOLE
758849103REGRegency Centers Corp$8,2660.11%116,046CommonSOLE
297178105ESSEssex Property Trust Inc$7,9990.10%28,225CommonSOLE
717081103PFEPfizer Inc$7,8730.10%324,790CommonSOLE
053332102AZOAutoZone Inc$7,8370.10%2,111CommonSOLE
526057104LENLennar Corp$7,7730.10%70,275CommonSOLE
651639106NEMNewmont Corp$7,7690.10%133,341CommonSOLE
G7S00T104PNRPentair PLC$7,7300.10%75,295CommonSOLE
12572Q105CMECME Group Inc$7,7110.10%27,979CommonSOLE
22052L104CTVACorteva Inc$7,6570.10%102,740CommonSOLE
98978V103ZTSZoetis Inc$7,2920.09%46,755CommonSOLE
594972408MSTRMicroStrategy Inc$7,1650.09%17,725CommonSOLE
29476L107EQREquity Residential$7,1260.09%105,584CommonSOLE
942622200WSOWatsco Inc$6,9430.09%15,722CommonSOLE
550021109LULULululemon Athletica Inc$6,8550.09%28,857CommonSOLE
25754A201DPZDomino's Pizza Inc$6,8340.09%15,168CommonSOLE
036752103ELVElevance Health Inc$6,7020.09%17,228CommonSOLE
743315103PGRProgressive Corp$6,6320.09%24,855CommonSOLE
76954A103RIVNRivian Automotive Inc$6,5200.08%474,528CommonSOLE
695156109PKGPackaging Corp of America$6,4590.08%34,273CommonSOLE
55261F104MTBM&T Bank Corp$6,4440.08%33,219CommonSOLE
68902V107OTISOtis Worldwide Corp$6,4350.08%64,991CommonSOLE
237194105DRIDarden Restaurants Inc$6,3900.08%29,316CommonSOLE
808513105SCHWCharles Schwab Corp$6,3530.08%69,625CommonSOLE
609207105MDLZMondelez International Inc$6,3490.08%94,155CommonSOLE
H1467J104CBChubb Ltd$6,3060.08%21,767CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$6,2860.08%28,750CommonSOLE
95040Q104WELLWelltower Inc$6,2700.08%40,779CommonSOLE
94106L109WMWaste Management Inc$6,2570.08%27,342CommonSOLE
42250P103DOCHealthpeak Properties Inc$5,9400.08%339,212CommonSOLE
697900108PAASPan American Silver Corp$5,8580.08%206,835CommonSOLE
049468101TEAMAtlassian Corp PLC$5,7470.07%28,300CommonSOLE
H2906T109GRMNGarmin Ltd$5,6510.07%27,076CommonSOLE
101121101BXPBXP Inc$5,6370.07%83,540CommonSOLE
988498101YUMYum! Brands Inc$5,6300.07%37,991CommonSOLE
49446R109KIMKimco Realty Corp$5,4510.07%259,342CommonSOLE
778296103ROSTRoss Stores Inc$5,3960.07%42,295CommonSOLE
49338L103KEYSKeysight Technologies Inc$5,0590.07%30,878CommonSOLE
03027X100AMTAmerican Tower Corp$5,0380.07%22,797CommonSOLE
23918K108DVADaVita Inc$4,8680.06%34,174CommonSOLE
452327109ILMNIllumina Inc$4,7890.06%50,196CommonSOLE
053484101AVBAvalonBay Communities Inc$4,6940.06%23,068CommonSOLE
776696106ROPRoper Industries Inc$4,5780.06%8,077CommonSOLE
713448108PEPPepsiCo Inc /NC$4,4360.06%33,593CommonSOLE
922475108VEEVVeeva Systems Inc$4,3230.06%15,012CommonSOLE
902973304USBUS Bancorp$4,2800.06%94,571CommonSOLE
902494103TSNTyson Foods Inc$4,2700.06%76,332CommonSOLE
406216101HALHalliburton Co$4,2520.05%208,617CommonSOLE
92276F100VTRVentas Inc$4,1950.05%66,442CommonSOLE
958102105WDCWestern Digital Corp$4,1430.05%64,746CommonSOLE
759509102RSReliance Inc$4,0690.05%12,960CommonSOLE
260003108DOVDover Corp$4,0430.05%22,064CommonSOLE
189054109CLXClorox Co$3,9070.05%32,533CommonSOLE
595112103MUMicron Technology Inc$3,7590.05%30,494CommonSOLE
74624M102PPure Storage Inc$3,7290.05%64,763CommonSOLE
35671D857FCXFreeport-McMoRan Copper & Gold$3,6100.05%83,267CommonSOLE
98138H101WDAYWorkday Inc$3,4390.04%14,331CommonSOLE
M22465104CHKPCheck Point Software Technolog$3,3340.04%15,066CommonSOLE
375916103GILGildan Activewear Inc$3,1180.04%63,394CommonSOLE
12532H104GIBCGI Inc$3,0850.04%29,435CommonSOLE
94106B101WCNWaste Connections Inc$3,0170.04%16,157CommonSOLE
911312106UPSUnited Parcel Service Inc$2,9940.04%29,665CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$2,9590.04%39,951CommonSOLE
007903107AMDAdvanced Micro Devices Inc$2,9300.04%20,645CommonSOLE
775711104ROLRollins Inc$2,9150.04%51,663CommonSOLE
82509L107SHOPShopify Inc$2,9090.04%25,275CommonSOLE
G25839104CCEPCoca-Cola Europacific Partners$2,8860.04%31,128CommonSOLE
H50430232LOGILogitech International SA$2,8280.04%31,503CommonSOLE
370334104GISGeneral Mills Inc$2,7660.04%53,378CommonSOLE
15135B101CNCCentene Corp$2,7290.04%50,287CommonSOLE
444859102HUMHumana Inc$2,6940.03%11,019CommonSOLE
009066101ABNBAirbnb Inc$2,6530.03%20,044CommonSOLE
7591EP100RFRegions Financial Corp$2,6490.03%112,657CommonSOLE
281020107EIXEdison International$2,6130.03%50,629CommonSOLE
989207105ZBRAZebra Technologies Corp$2,6010.03%8,435CommonSOLE
115236101BROBrown & Brown Inc$2,5950.03%23,410CommonSOLE
654106103NKENIKE Inc$2,5680.03%36,149CommonSOLE
902252105TYLTyler Technologies Inc$2,4130.03%4,070CommonSOLE
427866108HSYHershey Co$2,3770.03%14,323CommonSOLE
62944T105NVRNVR Inc$2,3710.03%321CommonSOLE
G7997R103STXSeagate Technology Holdings PL$2,3570.03%16,329CommonSOLE
03076C106AMPAmeriprise Financial Inc$2,2970.03%4,303CommonSOLE
426281101JKHYJack Henry & Associates Inc$2,2800.03%12,650CommonSOLE
45168D104IDXXIDEXX Laboratories Inc$2,2700.03%4,232CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2,2040.03%9,452CommonSOLE
256677105DGDollar General Corp$2,1880.03%19,134CommonSOLE
45784P101PODDInsulet Corp$2,1230.03%6,757CommonSOLE
98980L101ZNGAZoom Communications Inc$2,1130.03%27,092CommonSOLE
171340102CHDChurch & Dwight Co Inc$2,1000.03%21,848CommonSOLE
366651107ITGartner Inc$2,0940.03%5,182CommonSOLE
67059N108NTNXNutanix Inc$2,0460.03%26,769CommonSOLE
780087102RYRoyal Bank of Canada$2,0460.03%15,560CommonSOLE
084423102WRBWR Berkley Corp$2,0240.03%27,546CommonSOLE
879360105TDYTeledyne Technologies Inc$2,0060.03%3,916CommonSOLE
500754106KHCKraft Heinz Co/The$2,0060.03%77,694CommonSOLE
125896100CMSCMS Energy Corp$1,9190.02%27,702CommonSOLE
458665304TILEInterface Inc$1,9110.02%91,327CommonSOLE
016255101ALGNAlign Technology Inc$1,8720.02%9,886CommonSOLE
253393102DKSDick's Sporting Goods Inc$1,8420.02%9,309CommonSOLE
911363109URIUnited Rentals Inc$1,8310.02%2,431CommonSOLE
19260Q107COINCoinbase Global Inc$1,7780.02%5,073CommonSOLE
035710839NLYAnnaly Capital Management Inc$1,7440.02%92,683CommonSOLE
302130109EXPDExpeditors International of Wa$1,7280.02%15,120CommonSOLE
60855R100MOHMolina Healthcare Inc$1,6830.02%5,650CommonSOLE
65473P105NINiSource Inc$1,6620.02%41,203CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$1,6150.02%9,950CommonSOLE
303250104FICOFair Isaac Corp$1,5980.02%874CommonSOLE
65249B109NWSANews Corp class A$1,5570.02%52,383CommonSOLE
30225T102EXRExtra Space Storage Inc$1,5490.02%10,506CommonSOLE
55354G100MSCIMSCI Inc$1,5470.02%2,683CommonSOLE
892672106TWTradeweb Markets Inc$1,4580.02%9,959CommonSOLE
11133T103BRBroadridge Financial Solutions$1,4290.02%5,880CommonSOLE
436440101HO1Hologic Inc$1,4110.02%21,647CommonSOLE
571903202MARMarriott International Inc / DE$1,3890.02%5,082CommonSOLE
517834107LVSLas Vegas Sands Corp$1,3660.02%31,411CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$1,3490.02%65,943CommonSOLE
73278L105POOLPool Corp$1,3050.02%4,480CommonSOLE
12514G108CDWCDW Corp/DE$1,2940.02%7,245CommonSOLE
65336K103NXSTNexstar Broadcasting Group Inc$1,2600.02%7,283CommonSOLE
48203R104JNPJuniper Networks Inc$1,2350.02%30,924CommonSOLE
G7709Q104RPRXRoyalty Pharma PLC$1,2330.02%34,193CommonSOLE
458140100INTCIntel Corp$1,1570.01%51,660CommonSOLE
693718108PCARPACCAR Inc$1,1410.01%12,006CommonSOLE
754730109RJFRaymond James Financial Inc$1,1200.01%7,301CommonSOLE
384109104GGGGraco Inc$1,0720.01%12,472CommonSOLE
832696405SJMJM Smucker Co$1,0420.01%10,609CommonSOLE
29472R108ELSEquity Lifestyle Properties In$1,0390.01%16,853CommonSOLE
205887102CAGConAgra Foods Inc$9970.01%48,705CommonSOLE
683715106OTEXOpen Text Corp$9830.01%33,692CommonSOLE
337738108FISVFiserv Inc$8930.01%5,178CommonSOLE
440452100HRLHormel Foods Corp$8380.01%27,688CommonSOLE
955306105WSTWest Pharmaceutical Services I$8360.01%3,822CommonSOLE
29530P102ERIEErie Indemnity Co$8090.01%2,331CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$8050.01%9,563CommonSOLE
35137L204FOXFox Corp$7760.01%15,019CommonSOLE
29355A107ENPHEnphase Energy Inc$7420.01%18,703CommonSOLE
60871R209TAPMolson Coors Beverage Co$7360.01%15,312CommonSOLE
134429109CPBThe Campbel's Company$6870.01%22,406CommonSOLE
05534B760BCEBCE Inc$6260.01%28,270CommonSOLE
G96629103WTWWillis Towers Watson PLC$5690.01%1,859CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$5620.01%16,990CommonSOLE
87971M103TUTELUS Corp$5600.01%34,901CommonSOLE
23331A109DHIDR Horton Inc$5190.01%4,028CommonSOLE
G51502105JCIJohnson Controls International$3560.00%3,364CommonSOLE
910047109UALUnited Continental Holdings Inc$3170.00%3,976CommonSOLE

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.