MondegarAI
Treasurer of the State of North Carolina

Q2 2024 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2024-08-14 · accession 0001761054-24-000005

$23.6M
Reported value
1,020
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1020

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$1.5M6.36%3,356,567CommonSOLE
037833100AAPLAPPLE INC$1.4M5.89%6,588,672CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.3M5.66%10,802,770CommonSOLE
023135106AMZNAMAZON COM INC$821,1213.48%4,249,011CommonSOLE
30303M102METAMETA PLATFORMS INC$519,4892.20%1,030,283CommonSOLE
02079K305GOOGLALPHABET INC$494,3472.10%2,713,955CommonSOLE
02079K107GOOGALPHABET INC$417,7121.77%2,277,353CommonSOLE
532457108LLYELI LILLY & CO$364,8451.55%402,974CommonSOLE
11135F101AVGOBROADCOM INC$347,6081.47%216,507CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$339,5571.44%834,703CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$255,4301.08%1,262,880CommonSOLE
88160R101TSLATESLA INC$250,6291.06%1,266,573CommonSOLE
30231G102XOMEXXON MOBIL CORP$224,9710.95%1,954,233CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$214,9370.91%422,058CommonSOLE
92826C839VVISA INC$186,3010.79%709,801CommonSOLE
742718109PGPROCTER AND GAMBLE CO$183,5110.78%1,112,729CommonSOLE
478160104JNJJOHNSON & JOHNSON$173,9410.74%1,190,072CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$171,3320.73%388,367CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$164,0910.70%193,050CommonSOLE
58933Y105MRKMERCK & CO INC$155,0220.66%1,252,199CommonSOLE
437076102HDHOME DEPOT INC$151,6740.64%440,606CommonSOLE
00287Y109ABBVABBVIE INC$150,7620.64%878,974CommonSOLE
931142103WMTWALMART INC$141,5600.60%2,090,678CommonSOLE
64110L106NFLXNETFLIX INC$135,1940.57%200,323CommonSOLE
060505104BACBANK AMERICA CORP$132,2840.56%3,326,217CommonSOLE
00724F101ADBEADOBE INC$119,5020.51%215,109CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$117,7940.50%726,185CommonSOLE
166764100CVXCHEVRON CORP NEW$117,3510.50%750,231CommonSOLE
68389X105ORCLORACLE CORP$116,9600.50%828,328CommonSOLE
79466L302CRMSALESFORCE INC$115,9000.49%450,797CommonSOLE
747525103QCOMQUALCOMM INC$111,0750.47%557,659CommonSOLE
191216100KOCOCA COLA CO$110,6080.47%1,737,756CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$102,5320.43%185,411CommonSOLE
713448108PEPPEPSICO INC$101,5080.43%615,463CommonSOLE
17275R102CSCOCISCO SYS INC$100,4400.43%2,114,073CommonSOLE
038222105AMATAPPLIED MATLS INC$98,9630.42%419,354CommonSOLE
949746101WMT2WELLS FARGO CO NEW$98,0860.42%1,651,560CommonSOLE
882508104TXNTEXAS INSTRS INC$92,7170.39%476,619CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$91,8440.39%2,227,053CommonSOLE
G54950103LINLINDE PLC$91,8060.39%209,215CommonSOLE
461202103INTUINTUIT$91,0990.39%138,614CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$89,7690.38%295,866CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$84,9830.36%491,375CommonSOLE
235851102DHRDANAHER CORPORATION$82,5860.35%330,542CommonSOLE
254687106DISDISNEY WALT CO$82,5850.35%831,760CommonSOLE
580135101MCDMCDONALDS CORP$82,2060.35%322,579CommonSOLE
031162100AMGNAMGEN INC$81,7910.35%261,774CommonSOLE
002824100ABTABBOTT LABS$81,5180.35%784,508CommonSOLE
20030N101CMCSACOMCAST CORP NEW$81,1550.34%2,072,389CommonSOLE
717081103PFEPFIZER INC$78,1730.33%2,793,880CommonSOLE
81762P102NOWSERVICENOW INC$76,0230.32%96,639CommonSOLE
149123101CATCATERPILLAR INC$75,4450.32%226,494CommonSOLE
369604301GEGE AEROSPACE$75,3510.32%473,995CommonSOLE
00206R102TAT&T INC$71,4580.30%3,739,277CommonSOLE
025816109AXPAMERICAN EXPRESS CO$70,7470.30%305,535CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$70,6830.30%158,892CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$70,4280.30%66,139CommonSOLE
718172109PMPHILIP MORRIS INTL INC$68,5900.29%676,899CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$65,3740.28%899,472CommonSOLE
595112103MUMICRON TECHNOLOGY INC$64,9120.28%493,516CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$63,8890.27%141,248CommonSOLE
65339F101NEENEXTERA ENERGY INC$63,3990.27%895,334CommonSOLE
458140100INTCINTEL CORP$62,9610.27%2,032,979CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$62,1230.26%59,107CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$61,8330.26%131,919CommonSOLE
78409V104SPGIS&P GLOBAL INC$61,6270.26%138,177CommonSOLE
032654105ADIANALOG DEVICES INC$61,3570.26%268,803CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$61,3040.26%15,475CommonSOLE
20825C104COPCONOCOPHILLIPS$61,0690.26%533,916CommonSOLE
743315103PGRPROGRESSIVE CORP$60,6850.26%292,162CommonSOLE
438516106HONHONEYWELL INTL INC$60,5920.26%283,748CommonSOLE
907818108UNPUNION PAC CORP$60,1030.25%265,637CommonSOLE
482480100KLACKLA CORP$59,1260.25%71,710CommonSOLE
75513E101RTXRTX CORPORATION$58,1250.25%578,988CommonSOLE
G5960L103MDTMEDTRONIC PLC$57,4550.24%729,956CommonSOLE
036752103ELVELEVANCE HEALTH INC$56,3990.24%104,085CommonSOLE
872540109TJXTJX COS INC NEW$55,8440.24%507,216CommonSOLE
09247X101BLKCHFBLACKROCK INC$55,5580.24%70,566CommonSOLE
863667101SYKSTRYKER CORPORATION$55,4050.23%162,835CommonSOLE
548661107LOWLOWES COS INC$54,9640.23%249,317CommonSOLE
G29183103ETNEATON CORP PLC$54,5030.23%173,825CommonSOLE
172967424CCITIGROUP INC$54,3930.23%857,121CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$54,3270.23%160,253CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$51,1010.22%663,560CommonSOLE
617446448MSMORGAN STANLEY$50,5880.21%520,507CommonSOLE
125523100CITHE CIGNA GROUP$50,2480.21%152,003CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$48,8860.21%663,406CommonSOLE
H1467J104CBCHUBB LIMITED$48,0690.20%188,447CommonSOLE
94106L109WMWASTE MGMT INC DEL$47,4480.20%222,407CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$46,5010.20%220,678CommonSOLE
74340W103PLDPROLOGIS INC.$46,1060.20%410,520CommonSOLE
097023105BABOEING CO$46,0640.20%253,084CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$45,9920.20%98,462CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$44,6600.19%326,342CommonSOLE
040413106ANETEURARISTA NETWORKS INC$44,3470.19%126,531CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$43,9130.19%183,976CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$43,8480.19%1,055,818CommonSOLE
375558103GILDGILEAD SCIENCES INC$42,9530.18%626,039CommonSOLE
244199105DEDEERE & CO$42,6100.18%114,043CommonSOLE
871607107SNPSSYNOPSYS INC$41,0700.17%69,018CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$40,6190.17%208,968CommonSOLE
654106103NKENIKE INC$40,5770.17%538,372CommonSOLE
369550108GDGENERAL DYNAMICS CORP$40,3960.17%139,231CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$39,5640.17%128,558CommonSOLE
609207105MDLZMONDELEZ INTL INC$39,2280.17%599,444CommonSOLE
872590104TMUST-MOBILE US INC$39,0040.17%221,386CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$38,9070.17%621,020CommonSOLE
09260D107BXBLACKSTONE INC$38,4440.16%310,535CommonSOLE
855244109SBUXSTARBUCKS CORP$38,4070.16%493,351CommonSOLE
337738108FISVFISERV INC$38,3360.16%257,222CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$37,2480.16%383,837CommonSOLE
842587107SOSOUTHERN CO$36,9850.16%476,794CommonSOLE
126650100CVSCVS HEALTH CORP$36,4090.15%616,477CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$36,3930.15%94,973CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$36,1640.15%64,160CommonSOLE
58155Q103MCKMCKESSON CORP$35,9560.15%61,565CommonSOLE
032095101APHAMPHENOL CORP NEW$35,6310.15%528,886CommonSOLE
87612E106TGTTARGET CORP$35,4520.15%239,476CommonSOLE
98978V103ZTSZOETIS INC$35,4110.15%204,264CommonSOLE
12572Q105CMECME GROUP INC$35,1470.15%178,774CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$35,0680.15%256,175CommonSOLE
02209S103MOALTRIA GROUP INC$34,0870.14%748,339CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$33,6710.14%335,942CommonSOLE
40412C101HCAHCA HEALTHCARE INC$33,5720.14%104,493CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$33,0430.14%100,456CommonSOLE
760759100RSGREPUBLIC SVCS INC$32,5850.14%167,671CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$32,3470.14%665,573CommonSOLE
29444U700EQIXEQUINIX INC$32,1090.14%42,439CommonSOLE
26875P101EOGEOG RES INC$31,5310.13%250,501CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$31,1720.13%225,148CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$30,9060.13%130,429CommonSOLE
48251W104KKRKKR & CO INC$30,8580.13%293,211CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$30,8450.13%103,358CommonSOLE
693718108PCARPACCAR INC$30,4620.13%295,923CommonSOLE
95040Q104WELLWELLTOWER INC$30,3440.13%291,072CommonSOLE
893641100TDGTRANSDIGM GROUP INC$30,2830.13%23,703CommonSOLE
075887109BDXBECTON DICKINSON & CO$30,2410.13%129,397CommonSOLE
31428X106FDXFEDEX CORP$30,1880.13%100,680CommonSOLE
37045V100GMGENERAL MTRS CO$29,9860.13%645,425CommonSOLE
651639106NEMNEWMONT CORP$29,7150.13%709,705CommonSOLE
615369105MCOMOODYS CORP$29,4920.13%70,065CommonSOLE
806857108SLBSCHLUMBERGER LTD$29,3480.12%622,034CommonSOLE
009066101ABNBAIRBNB INC$28,8530.12%190,287CommonSOLE
444859102HUMHUMANA INC$28,7580.12%76,964CommonSOLE
701094104PHPARKER-HANNIFIN CORP$28,7570.12%56,854CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$28,6640.12%188,827CommonSOLE
126408103CSXCSX CORP$28,4540.12%850,651CommonSOLE
052769106ADSKAUTODESK INC$27,8850.12%112,689CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$27,8750.12%304,648CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$27,6940.12%71,737CommonSOLE
03076C106AMPAMERIPRISE FINL INC$27,6110.12%64,635CommonSOLE
291011104EMREMERSON ELEC CO$27,5210.12%249,823CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$27,4550.12%137,092CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$27,3830.12%231,925CommonSOLE
G0403H108AONAON PLC$27,3810.12%93,265CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$27,2720.12%25,824CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$27,2430.12%270,025CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$27,1770.12%468,321CommonSOLE
902973304USBUS BANCORP DEL$26,9480.11%678,802CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$26,8780.11%172,871CommonSOLE
278865100ECLECOLAB INC$26,6080.11%111,799CommonSOLE
56585A102MPCMARATHON PETE CORP$26,6000.11%153,332CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$26,4940.11%60,773CommonSOLE
172908105CTASCINTAS CORP$26,4820.11%37,818CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$26,0750.11%373,036CommonSOLE
718546104PSXPHILLIPS 66$26,0390.11%184,454CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$25,7390.11%278,656CommonSOLE
345370860FFORD MTR CO DEL$25,4650.11%2,030,712CommonSOLE
009158106APDAIR PRODS & CHEMS INC$25,4450.11%98,606CommonSOLE
571903202MARMARRIOTT INTL INC NEW$25,3930.11%105,029CommonSOLE
91913Y100VLOVALERO ENERGY CORP$25,3370.11%161,630CommonSOLE
88579Y101MMM3M CO$25,2790.11%247,369CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$24,3620.10%93,950CommonSOLE
053332102AZOAUTOZONE INC$24,2050.10%8,166CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$24,1050.10%29,420CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$23,9920.10%109,954CommonSOLE
370334104GISGENERAL MLS INC$23,6420.10%373,732CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$23,6270.10%394,514CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$23,1590.10%307,312CommonSOLE
911363109URIUNITED RENTALS INC$23,1340.10%35,770CommonSOLE
60770K107MRNAMODERNA INC$23,1080.10%194,594CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$23,0370.10%365,206CommonSOLE
001055102AFLAFLAC INC$22,8500.10%255,850CommonSOLE
526057104LENLENNAR CORP$22,7810.10%152,002CommonSOLE
89832Q109TFCTRUIST FINL CORP$22,7430.10%585,400CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$22,6050.10%892,417CommonSOLE
09062X103BIIBBIOGEN INC$22,5690.10%97,355CommonSOLE
969457100WMBWILLIAMS COS INC$22,5140.10%529,732CommonSOLE
G25508105CRHCRH PLC$22,4250.10%299,080CommonSOLE
501044101KRKROGER CO$22,1080.09%442,789CommonSOLE
253868103DLRDIGITAL RLTY TR INC$21,9780.09%144,544CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$21,9020.09%295,013CommonSOLE
670346105NUENUCOR CORP$21,7480.09%137,578CommonSOLE
98138H101WDAYWORKDAY INC$21,6360.09%96,778CommonSOLE
778296103ROSTROSS STORES INC$21,3950.09%147,227CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$21,1200.09%98,375CommonSOLE
816851109SRESEMPRA$20,9750.09%275,771CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$20,8000.09%150,510CommonSOLE
682680103OKEONEOK INC NEW$20,7130.09%253,989CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$20,6920.09%101,759CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$20,5690.09%157,247CommonSOLE
217204106CPRTCOPART INC$20,5630.09%379,673CommonSOLE
756109104OREALTY INCOME CORP$20,3760.09%385,763CommonSOLE
36828A101GEVGE VERNOVA INC$20,3430.09%118,614CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$20,3050.09%64,710CommonSOLE
34959E109FTNTFORTINET INC$20,2660.09%336,246CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$20,1420.09%229,570CommonSOLE
252131107DXCMDEXCOM INC$20,0710.09%177,027CommonSOLE
98389B100XELXCEL ENERGY INC$20,0150.08%374,743CommonSOLE
031100100AMEAMETEK INC$19,9040.08%119,393CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$19,8570.08%153,184CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$19,8000.08%68,834CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$19,7020.08%296,398CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$19,3940.08%96,880CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$19,3340.08%79,565CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$19,0910.08%85,906CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$19,0880.08%119,728CommonSOLE
03073E105CORCENCORA INC$19,0870.08%84,719CommonSOLE
22822V101CCICROWN CASTLE INC$19,0070.08%194,547CommonSOLE
256677105DGDOLLAR GEN CORP NEW$19,0060.08%143,736CommonSOLE
311900104FASTFASTENAL CO$18,9180.08%301,049CommonSOLE
88339J105TTDTHE TRADE DESK INC$18,7880.08%192,366CommonSOLE
020002101ALLALLSTATE CORP$18,7630.08%117,519CommonSOLE
59156R108METMETLIFE INC$18,7250.08%266,778CommonSOLE
833445109SNOWSNOWFLAKE INC$18,5910.08%137,616CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$18,5110.08%82,425CommonSOLE
45168D104IDXXIDEXX LABS INC$18,5100.08%37,992CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$18,5000.08%95,534CommonSOLE
303250104FICOFAIR ISAAC CORP$18,4310.08%12,381CommonSOLE
366651107ITGARTNER INC$18,3580.08%40,881CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$18,3520.08%71,331CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18,3350.08%156,454CommonSOLE
23331A109DHID R HORTON INC$18,1900.08%129,074CommonSOLE
42809H107HESHESS CORP$17,9380.08%121,596CommonSOLE
25746U109DDOMINION ENERGY INC$17,8750.08%364,789CommonSOLE
G6683N103NUNU HLDGS LTD$17,8530.08%1,385,027CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$17,6130.07%127,715CommonSOLE
384802104GWWGRAINGER W W INC$17,5830.07%19,488CommonSOLE
46266C105IQVIQVIA HLDGS INC$17,5460.07%82,981CommonSOLE
427866108HSYHERSHEY CO$17,5300.07%95,358CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$17,4830.07%277,372CommonSOLE
16411R208LNGCHENIERE ENERGY INC$17,4750.07%99,955CommonSOLE
23804L103DDOGDATADOG INC$17,3240.07%133,578CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$17,2110.07%166,004CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$17,1800.07%63,735CommonSOLE
682189105ONON SEMICONDUCTOR CORP$17,1620.07%250,363CommonSOLE
704326107PAYXPAYCHEX INC$17,0630.07%143,918CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$16,9270.07%175,846CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16,9200.07%338,737CommonSOLE
22052L104CTVACORTEVA INC$16,8730.07%312,808CommonSOLE
45687V106IRINGERSOLL RAND INC$16,8520.07%185,515CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$16,7960.07%20,441CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$16,7660.07%843,805CommonSOLE
988498101YUMYUM BRANDS INC$16,7020.07%126,089CommonSOLE
231021106CMICUMMINS INC$16,6320.07%60,059CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$16,6010.07%244,128CommonSOLE
55354G100MSCIMSCI INC$16,5620.07%34,379CommonSOLE
25809K105DASHDOORDASH INC$16,4230.07%150,975CommonSOLE
833034101SNASNAP ON INC$16,3090.07%62,392CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$16,2650.07%104,604CommonSOLE
260557103DOWDOW INC$16,2510.07%306,339CommonSOLE
69331C108PCGPG&E CORP$16,2460.07%930,463CommonSOLE
285512109EAELECTRONIC ARTS INC$16,2170.07%116,393CommonSOLE
550021109LULULULULEMON ATHLETICA INC$16,1130.07%53,945CommonSOLE
74762E102QUREQUANTA SVCS INC$16,0640.07%63,222CommonSOLE
15135B101CNCCENTENE CORP DEL$16,0620.07%242,269CommonSOLE
336433107FSLRFIRST SOLAR INC$16,0430.07%71,156CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$15,9970.07%217,053CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$15,8930.07%29,334CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$15,8460.07%474,444CommonSOLE
871829107SYYSYSCO CORP$15,8040.07%221,373CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$15,7850.07%334,509CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$15,7360.07%201,955CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$15,6030.07%737,041CommonSOLE
852234103XYZBLOCK INC$15,5930.07%241,783CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$15,5240.07%87,906CommonSOLE
40434L105HPQHP INC$15,5180.07%443,131CommonSOLE
761152107RMDRESMED INC$15,4850.07%80,898CommonSOLE
12504L109CBRECBRE GROUP INC$15,3060.06%171,760CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$15,2790.06%434,446CommonSOLE
49177J102KVUEKENVUE INC$15,1530.06%833,516CommonSOLE
G02602103DOXAMDOCS LTD$15,1520.06%191,996CommonSOLE
30161N101EXCEXELON CORP$15,0730.06%435,515CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$14,9510.06%50,009CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14,7890.06%183,737CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$14,7200.06%310,541CommonSOLE
64110D104NTAPNETAPP INC$14,6420.06%113,679CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$14,5460.06%93,598CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$14,4310.06%14,909CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$14,3810.06%8,542CommonSOLE
929160109VMCVULCAN MATLS CO$14,3230.06%57,596CommonSOLE
98419M100XYLXYLEM INC$14,2650.06%105,176CommonSOLE
30034W106EVRGEVERGY INC$14,2390.06%268,816CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$14,1150.06%51,274CommonSOLE
50212V100LPLALPL FINL HLDGS INC$14,0920.06%50,454CommonSOLE
443201108HWMHOWMET AEROSPACE INC$14,0750.06%181,313CommonSOLE
69370C100PTCPTC INC$14,0470.06%77,319CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$13,9130.06%230,149CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$13,8710.06%160,225CommonSOLE
745867101PHMPULTE GROUP INC$13,7250.06%124,655CommonSOLE
500754106KHCKRAFT HEINZ CO$13,5720.06%421,243CommonSOLE
55261F104MTBM & T BK CORP$13,5710.06%89,658CommonSOLE
12514G108CDWCDW CORP$13,5500.06%60,535CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$13,5010.06%65,772CommonSOLE
209115104EDCONSOLIDATED EDISON INC$13,4790.06%150,743CommonSOLE
668771108GENGEN DIGITAL INC$13,3600.06%534,840CommonSOLE
925652109VICIVICI PPTYS INC$13,3600.06%466,486CommonSOLE
22160N109CSGPCOSTAR GROUP INC$13,3530.06%180,109CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$13,3530.06%132,815CommonSOLE
219350105GLWCORNING INC$13,3290.06%343,080CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$13,3130.06%135,400CommonSOLE
247361702DALDELTA AIR LINES INC DEL$13,3010.06%280,370CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$13,2230.06%146,797CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$13,1970.06%9,443CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$13,1510.06%26,156CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$13,1300.06%63,466CommonSOLE
929740108WABWABTEC$12,9800.06%82,125CommonSOLE
294429105EFXEQUIFAX INC$12,9640.05%53,467CommonSOLE
406216101HALHALLIBURTON CO$12,9620.05%383,705CommonSOLE
92840M102VSTVISTRA CORP$12,8920.05%149,947CommonSOLE
570535104MKLMARKEL GROUP INC$12,8900.05%8,181CommonSOLE
693506107PPGPPG INDS INC$12,8050.05%101,716CommonSOLE
858119100STLDSTEEL DYNAMICS INC$12,7060.05%98,113CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$12,6760.05%46,947CommonSOLE
969904101WSMWILLIAMS SONOMA INC$12,6170.05%44,683CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$12,6050.05%74,118CommonSOLE
443573100HUBSHUBSPOT INC$12,5430.05%21,267CommonSOLE
316773100FITBFIFTH THIRD BANCORP$12,4900.05%342,284CommonSOLE
049468101TEAMATLASSIAN CORPORATION$12,4210.05%70,223CommonSOLE
72352L106PINSPINTEREST INC$12,3300.05%279,788CommonSOLE
87612G101TRGPTARGA RES CORP$12,3160.05%95,639CommonSOLE
03662Q105AKXANSYS INC$12,2060.05%37,967CommonSOLE
278642103EBAYEBAY INC.$12,1660.05%226,468CommonSOLE
H2906T109GRMNGARMIN LTD$12,1330.05%74,470CommonSOLE
579780206MKCMCCORMICK & CO INC$12,1170.05%170,806CommonSOLE
219948106CPAYCORPAY INC$12,1150.05%45,474CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$12,0860.05%37,940CommonSOLE
922475108VEEVVEEVA SYS INC$12,0770.05%65,992CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$12,0080.05%333,266CommonSOLE
690742101OCOWENS CORNING NEW$11,9820.05%68,975CommonSOLE
281020107EIXEDISON INTL$11,8900.05%165,576CommonSOLE
150870103CECELANESE CORP DEL$11,7210.05%86,891CommonSOLE
29476L107EQREQUITY RESIDENTIAL$11,7120.05%168,904CommonSOLE
518439104ELLAUDER ESTEE COS INC$11,6810.05%109,786CommonSOLE
46284V101IRMIRON MTN INC DEL$11,6760.05%130,280CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$11,6620.05%44,488CommonSOLE
071813109BAXBAXTER INTL INC$11,5720.05%345,945CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$11,5200.05%183,813CommonSOLE
380237107GDDYGODADDY INC$11,5180.05%82,444CommonSOLE
189054109CLXCLOROX CO DEL$11,5130.05%84,361CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$11,4120.05%83,374CommonSOLE
256746108DLTRDOLLAR TREE INC$11,4020.05%106,791CommonSOLE
34959J108FTVFORTIVE CORP$11,3480.05%153,149CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$11,3160.05%98,135CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$11,3130.05%106,150CommonSOLE
127097103CTRACOTERRA ENERGY INC$11,3120.05%424,146CommonSOLE
631103108NDAQNASDAQ INC$11,1580.05%185,165CommonSOLE
142339100CSLCARLISLE COS INC$11,0800.05%27,345CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$11,0610.05%145,981CommonSOLE
37940X102GPNGLOBAL PMTS INC$11,0130.05%113,891CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$10,9640.05%84,884CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$10,8990.05%127,048CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$10,8940.05%114,417CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$10,8380.05%113,296CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$10,8240.05%244,611CommonSOLE
18915M107NETCLOUDFLARE INC$10,8110.05%130,516CommonSOLE
92939U106WECWEC ENERGY GROUP INC$10,8000.05%137,654CommonSOLE
565849106MRO*MARATHON OIL CORP$10,7750.05%375,835CommonSOLE
260003108DOVDOVER CORP$10,7690.05%59,678CommonSOLE
084423102WRBBERKLEY W R CORP$10,7660.05%137,011CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10,7010.05%32,488CommonSOLE
147528103CASYCASEYS GEN STORES INC$10,6710.05%27,966CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10,6620.05%77,968CommonSOLE
22266T109CPNGCOUPANG INC$10,5610.04%504,088CommonSOLE
03831W108APPAPPLOVIN CORP$10,4670.04%125,778CommonSOLE
487836108KKELLANOVA$10,3610.04%179,621CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10,3530.04%95,390CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$10,3430.04%77,605CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$10,3230.04%52,400CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$10,2960.04%47,922CommonSOLE
92338C103VLTOVERALTO CORP$10,2620.04%107,491CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$10,1720.04%82,288CommonSOLE
233331107DTEDTE ENERGY CO$9,9880.04%89,975CommonSOLE
857477103STTSTATE STR CORP$9,9640.04%134,644CommonSOLE
880770102TERTERADYNE INC$9,9480.04%67,084CommonSOLE
29364G103ETRENTERGY CORP NEW$9,9270.04%92,779CommonSOLE
62944T105NVRNVR INC$9,8200.04%1,294CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$9,8120.04%33,005CommonSOLE
G8473T100STESTERIS PLC$9,7610.04%44,459CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$9,7170.04%61,498CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$9,7120.04%52,518CommonSOLE
594972408MSTRMICROSTRATEGY INC$9,6560.04%7,010CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$9,6530.04%70,116CommonSOLE
337932107FEFIRSTENERGY CORP$9,5890.04%250,574CommonSOLE
46187W107INVHINVITATION HOMES INC$9,5590.04%266,331CommonSOLE
92276F100VTRVENTAS INC$9,5120.04%185,571CommonSOLE
05464C101AXONAXON ENTERPRISE INC$9,4500.04%32,117CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$9,4250.04%48,014CommonSOLE
90384S303ULTAULTA BEAUTY INC$9,3590.04%24,255CommonSOLE
457187102INGRINGREDION INC$9,3230.04%81,285CommonSOLE
115236101BROBROWN & BROWN INC$9,2930.04%103,941CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$9,2600.04%326,163CommonSOLE
205887102CAGCONAGRA BRANDS INC$9,2050.04%323,883CommonSOLE
G6095L109APTIV PLC$9,0410.04%128,387CommonSOLE
29362U104ENTGENTEGRIS INC$8,9870.04%66,377CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$8,9620.04%76,619CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$8,9110.04%64,383CommonSOLE
69351T106PPLPPL CORP$8,8870.04%321,426CommonSOLE
521865204LEALEAR CORP$8,6910.04%76,098CommonSOLE
30040W108ESEVERSOURCE ENERGY$8,6690.04%152,859CommonSOLE
122017106BURLBURLINGTON STORES INC$8,6370.04%35,988CommonSOLE
372460105GPCGENUINE PARTS CO$8,6060.04%62,220CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$8,5760.04%55,724CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$8,5590.04%58,669CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$8,5450.04%426,398CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$8,5410.04%275,701CommonSOLE
443510607HUBBHUBBELL INC$8,5180.04%23,305CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$8,5110.04%645,772CommonSOLE
303075105FDSFACTSET RESH SYS INC$8,4920.04%20,799CommonSOLE
67059N108NTNXNUTANIX INC$8,4660.04%148,919CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$8,4580.04%67,136CommonSOLE
771049103RBLXROBLOX CORP$8,4400.04%226,829CommonSOLE
452327109ILMNILLUMINA INC$8,3640.04%80,131CommonSOLE
143658300CCL1EURCARNIVAL CORP$8,3590.04%446,525CommonSOLE
74624M102PPURE STORAGE INC$8,3450.04%129,963CommonSOLE
127190304CACICACI INTL INC$8,2730.04%19,234CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$8,2660.04%100,404CommonSOLE
023608102AEEAMEREN CORP$8,2340.03%115,799CommonSOLE
941848103WATWATERS CORP$8,2220.03%28,339CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$8,2220.03%181,853CommonSOLE
681919106OMCOMNICOM GROUP INC$8,2000.03%91,416CommonSOLE
297178105ESSESSEX PPTY TR INC$8,1980.03%30,116CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,1890.03%104,384CommonSOLE
058498106BALLBALL CORP$8,1330.03%135,510CommonSOLE
086516101BBYBEST BUY INC$8,1070.03%96,176CommonSOLE
172062101CINFCINCINNATI FINL CORP$8,0910.03%68,509CommonSOLE
G7S00T104PNRPENTAIR PLC$8,0880.03%105,497CommonSOLE
00508Y102AYIACUITY BRANDS INC$8,0800.03%33,467CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$8,0620.03%1,083,609CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$8,0590.03%53,257CommonSOLE
25754A201DPZDOMINOS PIZZA INC$8,0320.03%15,555CommonSOLE
92936U109WPCWP CAREY INC$8,0130.03%145,561CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$7,9210.03%20,417CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$7,9040.03%35,365CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$7,8810.03%63,155CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$7,8740.03%32,615CommonSOLE
125269100CFCF INDS HLDGS INC$7,8620.03%106,074CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$7,8020.03%94,929CommonSOLE
466313103JBLJABIL INC$7,7410.03%71,153CommonSOLE
125896100CMSCMS ENERGY CORP$7,7110.03%129,530CommonSOLE
436440101HO1HOLOGIC INC$7,6770.03%103,400CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$7,6750.03%31,115CommonSOLE
45073V108ITTITT INC$7,6720.03%59,392CommonSOLE
98980G102ZSZSCALER INC$7,6570.03%39,842CommonSOLE
504922105LHLABCORP HOLDINGS INC$7,6550.03%37,615CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$7,6480.03%267,316CommonSOLE
049560105ATOATMOS ENERGY CORP$7,6370.03%65,471CommonSOLE
216648501COOCOOPER COS INC$7,6260.03%87,357CommonSOLE
053611109AVYAVERY DENNISON CORP$7,6240.03%34,870CommonSOLE
60937P106MDBMONGODB INC$7,6240.03%30,502CommonSOLE
832696405SJMSMUCKER J M CO$7,6150.03%69,838CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$7,6000.03%61,988CommonSOLE
665859104NTRSNORTHERN TR CORP$7,5940.03%90,425CommonSOLE
46982L108JJACOBS SOLUTIONS INC$7,5800.03%54,253CommonSOLE
88033G407THCTENET HEALTHCARE CORP$7,5360.03%56,652CommonSOLE
637417106NNNNNN REIT INC$7,5240.03%176,608CommonSOLE
574599106MASMASCO CORP$7,5100.03%112,637CommonSOLE
889478103TOLTOLL BROTHERS INC$7,4810.03%64,947CommonSOLE
526107107LIILENNOX INTL INC$7,4620.03%13,948CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$7,4100.03%51,957CommonSOLE
29084Q100EMEEMCOR GROUP INC$7,3860.03%20,232CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7,3830.03%193,412CommonSOLE
G3223R108EGEVEREST GROUP LTD$7,3330.03%19,246CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7,3210.03%123,688CommonSOLE
629377508NRGNRG ENERGY INC$7,2460.03%93,060CommonSOLE
05352A100AVTRAVANTOR INC$7,2270.03%340,904CommonSOLE
902494103TSNTYSON FOODS INC$7,1920.03%125,870CommonSOLE
257651109DCIDONALDSON INC$7,1850.03%100,400CommonSOLE
H11356104BGBUNGE GLOBAL SA$7,1840.03%67,289CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$7,1780.03%196,883CommonSOLE
02005N100ALLYALLY FINL INC$7,1620.03%180,540CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$7,1280.03%146,482CommonSOLE
92343E102VRSNVERISIGN INC$7,1140.03%40,011CommonSOLE
883203101TXTTEXTRON INC$7,1080.03%82,784CommonSOLE
759509102RSRELIANCE INC$7,0990.03%24,855CommonSOLE
26884L109EQTEQT CORP$7,0530.03%190,720CommonSOLE
695156109PKGPACKAGING CORP AMER$7,0440.03%38,585CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$7,0240.03%44,960CommonSOLE
552848103MTGMGIC INVT CORP WIS$6,9940.03%324,562CommonSOLE
942622200WSOWATSCO INC$6,9720.03%15,051CommonSOLE
099724106BWABORGWARNER INC$6,9460.03%215,461CommonSOLE
69047Q102OVVOVINTIV INC$6,9350.03%147,972CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$6,9130.03%33,674CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$6,8750.03%22,255CommonSOLE
92556V106VTRSVIATRIS INC$6,8090.03%640,526CommonSOLE
770700102HOODROBINHOOD MKTS INC$6,7460.03%297,066CommonSOLE
879369106TFXTELEFLEX INCORPORATED$6,7050.03%31,878CommonSOLE
460146103IPINTERNATIONAL PAPER CO$6,6880.03%154,996CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$6,6770.03%32,320CommonSOLE
866674104SUISUN CMNTYS INC$6,6400.03%55,174CommonSOLE

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.