MondegarAI
Treasurer of the State of North Carolina

Q3 2024 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2024-11-14 · accession 0001761054-24-000006

$25.0M
Reported value
1,021
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1021

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.5M6.14%6,588,618CommonSOLE
594918104MSFTMICROSOFT CORP$1.5M5.81%3,378,209CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.3M5.21%10,724,465CommonSOLE
023135106AMZNAMAZON COM INC$794,9813.18%4,266,520CommonSOLE
30303M102METAMETA PLATFORMS INC$592,4182.37%1,034,900CommonSOLE
02079K305GOOGLALPHABET INC$452,7341.81%2,729,778CommonSOLE
02079K107GOOGALPHABET INC$383,0151.53%2,290,898CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$378,2621.51%821,845CommonSOLE
11135F101AVGOBROADCOM INC$371,5941.49%2,154,170CommonSOLE
532457108LLYELI LILLY & CO$338,8461.35%382,471CommonSOLE
88160R101TSLATESLA INC$334,9931.34%1,280,406CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$268,2841.07%1,272,330CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$247,9290.99%424,042CommonSOLE
30231G102XOMEXXON MOBIL CORP$230,0160.92%1,962,263CommonSOLE
92826C839VVISA INC$196,3940.78%714,290CommonSOLE
742718109PGPROCTER AND GAMBLE CO$193,7670.77%1,118,746CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$190,4670.76%385,717CommonSOLE
478160104JNJJOHNSON & JOHNSON$179,5440.72%1,107,884CommonSOLE
437076102HDHOME DEPOT INC$175,7300.70%433,687CommonSOLE
00287Y109ABBVABBVIE INC$173,2630.69%877,371CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$171,8430.69%193,840CommonSOLE
931142103WMTWALMART INC$164,5960.66%2,038,344CommonSOLE
64110L106NFLXNETFLIX INC$142,6320.57%201,097CommonSOLE
68389X105ORCLORACLE CORP$142,0890.57%833,856CommonSOLE
58933Y105MRKMERCK & CO INC$137,0220.55%1,206,607CommonSOLE
060505104BACBANK AMERICA CORP$132,6190.53%3,342,220CommonSOLE
191216100KOCOCA COLA CO$125,1260.50%1,741,246CommonSOLE
79466L302CRMSALESFORCE INC$121,6150.49%444,320CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$118,2750.47%720,835CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$117,8070.47%190,450CommonSOLE
17275R102CSCOCISCO SYS INC$112,6880.45%2,117,396CommonSOLE
166764100CVXCHEVRON CORP NEW$110,9400.44%753,311CommonSOLE
00724F101ADBEADOBE INC$109,1830.44%210,867CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$108,6480.43%491,443CommonSOLE
713448108PEPPEPSICO INC$105,1410.42%618,293CommonSOLE
G54950103LINLINDE PLC$100,1760.40%210,075CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$99,7510.40%282,197CommonSOLE
747525103QCOMQUALCOMM INC$98,9550.40%581,918CommonSOLE
882508104TXNTEXAS INSTRS INC$98,6880.39%477,747CommonSOLE
580135101MCDMCDONALDS CORP$98,6700.39%324,029CommonSOLE
235851102DHRDANAHER CORPORATION$93,3030.37%335,598CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$92,2820.37%2,054,821CommonSOLE
369604301GEGE AEROSPACE$89,7540.36%475,945CommonSOLE
00206R102TAT&T INC$89,7380.36%4,078,983CommonSOLE
949746101WMT2WELLS FARGO CO NEW$88,9510.36%1,574,631CommonSOLE
149123101CATCATERPILLAR INC$88,9490.36%227,422CommonSOLE
002824100ABTABBOTT LABS$88,6640.35%777,687CommonSOLE
81762P102NOWSERVICENOW INC$86,8530.35%97,109CommonSOLE
461202103INTUINTUIT$86,4300.35%139,179CommonSOLE
718172109PMPHILIP MORRIS INTL INC$86,3320.35%711,139CommonSOLE
038222105AMATAPPLIED MATLS INC$86,2110.34%426,682CommonSOLE
20030N101CMCSACOMCAST CORP NEW$86,0050.34%2,059,004CommonSOLE
031162100AMGNAMGEN INC$83,7230.33%259,841CommonSOLE
025816109AXPAMERICAN EXPRESS CO$81,9160.33%302,049CommonSOLE
254687106DISDISNEY WALT CO$81,3020.32%845,220CommonSOLE
717081103PFEPFIZER INC$81,1820.32%2,805,197CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$78,4190.31%159,625CommonSOLE
65339F101NEENEXTERA ENERGY INC$75,9940.30%899,014CommonSOLE
743315103PGRPROGRESSIVE CORP$73,7710.29%290,712CommonSOLE
78409V104SPGIS&P GLOBAL INC$71,0850.28%137,597CommonSOLE
75513E101RTXRTX CORPORATION$70,4390.28%581,368CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$70,2160.28%141,818CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$67,9280.27%903,772CommonSOLE
548661107LOWLOWES COS INC$67,8040.27%250,337CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$67,6170.27%16,053CommonSOLE
09247X101BLKCHFBLACKROCK INC$66,6890.27%70,235CommonSOLE
907818108UNPUNION PAC CORP$65,7430.26%266,727CommonSOLE
G5960L103MDTMEDTRONIC PLC$64,2280.26%713,411CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$61,6160.25%58,613CommonSOLE
872540109TJXTJX COS INC NEW$59,8910.24%509,536CommonSOLE
032654105ADIANALOG DEVICES INC$59,6610.24%259,205CommonSOLE
863667101SYKSTRYKER CORPORATION$58,9360.24%163,139CommonSOLE
438516106HONHONEYWELL INTL INC$58,8930.24%284,908CommonSOLE
G29183103ETNEATON CORP PLC$57,8480.23%174,535CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$57,7930.23%98,865CommonSOLE
036752103ELVELEVANCE HEALTH INC$55,7990.22%107,305CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$55,5540.22%662,930CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$55,4290.22%162,168CommonSOLE
482480100KLACKLA CORP$55,4110.22%71,552CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$55,1660.22%1,066,218CommonSOLE
H1467J104CBCHUBB LIMITED$54,4940.22%188,958CommonSOLE
617446448MSMORGAN STANLEY$54,1380.22%519,357CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$54,0760.22%116,273CommonSOLE
20825C104COPCONOCOPHILLIPS$53,9360.22%512,306CommonSOLE
172967424CCITIGROUP INC$53,9020.22%861,051CommonSOLE
595112103MUMICRON TECHNOLOGY INC$53,2360.21%513,316CommonSOLE
125523100CITHE CIGNA GROUP$53,2200.21%153,621CommonSOLE
375558103GILDGILEAD SCIENCES INC$52,9870.21%631,999CommonSOLE
74340W103PLDPROLOGIS INC.$51,2050.20%405,490CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$51,1410.20%184,806CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$50,7740.20%62,217CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$50,6690.20%488,093CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$49,4610.20%221,708CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$48,8230.20%209,938CommonSOLE
040413106ANETEURARISTA NETWORKS INC$48,4380.19%126,201CommonSOLE
855244109SBUXSTARBUCKS CORP$48,2950.19%495,381CommonSOLE
654106103NKENIKE INC$47,8010.19%540,732CommonSOLE
244199105DEDEERE & CO$47,3350.19%113,423CommonSOLE
09260D107BXBLACKSTONE INC$47,2440.19%308,525CommonSOLE
94106L109WMWASTE MGMT INC DEL$47,2260.19%227,485CommonSOLE
458140100INTCINTEL CORP$46,9350.19%2,000,619CommonSOLE
872590104TMUST-MOBILE US INC$46,2300.18%224,026CommonSOLE
337738108FISVFISERV INC$45,0110.18%250,551CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$44,7030.18%327,882CommonSOLE
609207105MDLZMONDELEZ INTL INC$44,3610.18%602,154CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$43,3760.17%669,286CommonSOLE
842587107SOSOUTHERN CO$43,1740.17%478,754CommonSOLE
40412C101HCAHCA HEALTHCARE INC$41,8140.17%102,880CommonSOLE
369550108GDGENERAL DYNAMICS CORP$41,5470.17%137,482CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$41,3440.17%257,372CommonSOLE
98978V103ZTSZOETIS INC$39,9620.16%204,534CommonSOLE
12572Q105CMECME GROUP INC$39,7110.16%179,971CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$39,2130.16%100,874CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$39,1300.16%102,524CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$38,8930.16%337,322CommonSOLE
097023105BABOEING CO$38,6370.15%254,124CommonSOLE
48251W104KKRKKR & CO INC$38,4440.15%294,411CommonSOLE
02209S103MOALTRIA GROUP INC$38,3520.15%751,409CommonSOLE
29444U700EQIXEQUINIX INC$37,8390.15%42,629CommonSOLE
126650100CVSCVS HEALTH CORP$37,6430.15%598,641CommonSOLE
87612E106TGTTARGET CORP$37,4910.15%240,545CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$37,3590.15%67,140CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$37,1940.15%82,722CommonSOLE
95040Q104WELLWELLTOWER INC$37,1610.15%290,252CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$36,8830.15%640,100CommonSOLE
651639106NEMNEWMONT CORP$36,2470.14%678,145CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$35,8760.14%459,771CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$35,7920.14%137,652CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$35,3800.14%209,327CommonSOLE
701094104PHPARKER-HANNIFIN CORP$35,3350.14%55,926CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$35,0080.14%129,166CommonSOLE
032095101APHAMPHENOL CORP NEW$34,6240.14%531,366CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$34,4340.14%689,786CommonSOLE
871607107SNPSSYNOPSYS INC$34,2730.14%67,682CommonSOLE
760759100RSGREPUBLIC SVCS INC$34,2470.14%170,518CommonSOLE
893641100TDGTRANSDIGM GROUP INC$33,9560.14%23,793CommonSOLE
88579Y101MMM3M CO$33,9520.14%248,369CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$33,9230.14%129,444CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$33,8520.14%226,088CommonSOLE
G0403H108AONAON PLC$33,2720.13%96,165CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$33,0840.13%889,342CommonSOLE
615369105MCOMOODYS CORP$32,7820.13%69,075CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$32,0860.13%173,581CommonSOLE
58155Q103MCKMCKESSON CORP$32,0210.13%64,765CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$31,8440.13%60,303CommonSOLE
464287200IVVISHARES TR$31,4760.13%54,569CommonSOLE
075887109BDXBECTON DICKINSON & CO$31,3420.13%129,997CommonSOLE
172908105CTASCINTAS CORP$31,2040.12%151,562CommonSOLE
902973304USBUS BANCORP DEL$31,1690.12%681,592CommonSOLE
052769106ADSKAUTODESK INC$31,0020.12%112,539CommonSOLE
26875P101EOGEOG RES INC$30,9210.12%251,531CommonSOLE
03076C106AMPAMERIPRISE FINL INC$30,4930.12%64,905CommonSOLE
36828A101GEVGE VERNOVA INC$30,3690.12%119,104CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$30,2600.12%375,946CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$30,2180.12%270,091CommonSOLE
911363109URIUNITED RENTALS INC$29,9710.12%37,014CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$29,8540.12%25,924CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29,7160.12%99,806CommonSOLE
693718108PCARPACCAR INC$29,5350.12%299,297CommonSOLE
126408103CSXCSX CORP$29,4930.12%854,141CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$29,2120.12%284,720CommonSOLE
278865100ECLECOLAB INC$28,6660.11%112,269CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$28,5900.11%200,940CommonSOLE
37045V100GMGENERAL MTRS CO$28,5290.11%636,251CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$28,4880.11%228,065CommonSOLE
001055102AFLAFLAC INC$28,0450.11%250,850CommonSOLE
31428X106FDXFEDEX CORP$27,8520.11%101,770CommonSOLE
G25508105CRHCRH PLC$27,8500.11%300,300CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$27,8090.11%99,153CommonSOLE
291011104EMREMERSON ELEC CO$27,4550.11%251,027CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$27,0140.11%374,576CommonSOLE
370334104GISGENERAL MLS INC$26,6190.11%360,442CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$26,5420.11%94,330CommonSOLE
25746U109DDOMINION ENERGY INC$26,5160.11%458,839CommonSOLE
806857108SLBSCHLUMBERGER LTD$26,2010.10%624,584CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$25,9800.10%361,536CommonSOLE
571903202MARMARRIOTT INTL INC NEW$25,6200.10%103,059CommonSOLE
501044101KRKROGER CO$25,4780.10%444,643CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$25,4500.10%110,414CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$25,2160.10%301,082CommonSOLE
29364G103ETRENTERGY CORP NEW$25,1990.10%191,469CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$25,1490.10%69,114CommonSOLE
56585A102MPCMARATHON PETE CORP$25,0820.10%153,962CommonSOLE
89832Q109TFCTRUIST FINL CORP$24,9540.10%583,440CommonSOLE
053332102AZOAUTOZONE INC$24,8600.10%7,892CommonSOLE
756109104OREALTY INCOME CORP$24,8480.10%391,793CommonSOLE
23331A109DHID R HORTON INC$24,7250.10%129,604CommonSOLE
98389B100XELXCEL ENERGY INC$24,5740.10%376,325CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$24,5480.10%98,785CommonSOLE
444859102HUMHUMANA INC$24,4220.10%77,104CommonSOLE
969457100WMBWILLIAMS COS INC$24,2820.10%531,912CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$24,2570.10%65,820CommonSOLE
009066101ABNBAIRBNB INC$24,2290.10%191,067CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$24,0390.10%102,679CommonSOLE
718546104PSXPHILLIPS 66$24,0370.10%182,864CommonSOLE
303250104FICOFAIR ISAAC CORP$23,9030.10%12,299CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$23,5420.09%293,216CommonSOLE
253868103DLRDIGITAL RLTY TR INC$23,5050.09%145,244CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$23,4660.09%132,307CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$23,2690.09%84,605CommonSOLE
98138H101WDAYWORKDAY INC$23,2500.09%95,128CommonSOLE
682680103OKEONEOK INC NEW$23,2410.09%255,029CommonSOLE
22822V101CCICROWN CASTLE INC$23,1850.09%195,437CommonSOLE
816851109SRESEMPRA$23,1570.09%276,901CommonSOLE
34959E109FTNTFORTINET INC$23,0400.09%297,093CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$22,8390.09%153,819CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$22,6470.09%241,313CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$22,6420.09%291,738CommonSOLE
020002101ALLALLSTATE CORP$22,4180.09%118,209CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$22,1510.09%157,895CommonSOLE
778296103ROSTROSS STORES INC$22,0190.09%146,297CommonSOLE
59156R108METMETLIFE INC$21,8160.09%264,498CommonSOLE
25809K105DASHDOORDASH INC$21,6370.09%151,595CommonSOLE
91913Y100VLOVALERO ENERGY CORP$21,5260.09%159,415CommonSOLE
12504L109CBRECBRE GROUP INC$21,4700.09%172,476CommonSOLE
88339J105TTDTHE TRADE DESK INC$21,1800.08%193,156CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$21,0440.08%287,363CommonSOLE
670346105NUENUCOR CORP$20,7700.08%138,151CommonSOLE
366651107ITGARTNER INC$20,5900.08%40,631CommonSOLE
031100100AMEAMETEK INC$20,5850.08%119,884CommonSOLE
384802104GWWGRAINGER W W INC$20,3380.08%19,578CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$20,3310.08%308,096CommonSOLE
55354G100MSCIMSCI INC$20,0410.08%34,379CommonSOLE
217204106CPRTCOPART INC$19,9770.08%381,233CommonSOLE
03073E105CORCENCORA INC$19,9330.08%88,559CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$19,6870.08%82,765CommonSOLE
526057104LENLENNAR CORP$19,6320.08%104,715CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$19,4430.08%217,943CommonSOLE
49177J102KVUEKENVUE INC$19,3590.08%836,946CommonSOLE
231021106CMICUMMINS INC$19,3340.08%59,710CommonSOLE
761152107RMDRESMED INC$19,2890.08%79,016CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$19,0810.08%110,679CommonSOLE
744320102PRUPRUDENTIAL FINL INC$19,0240.08%157,094CommonSOLE
427866108HSYHERSHEY CO$18,9950.08%99,048CommonSOLE
G6683N103NUNU HLDGS LTD$18,9830.08%1,390,717CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$18,9720.08%20,521CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$18,9640.08%95,505CommonSOLE
74762E102QUREQUANTA SVCS INC$18,9270.08%63,482CommonSOLE
704326107PAYXPAYCHEX INC$18,8610.08%140,558CommonSOLE
682189105ONON SEMICONDUCTOR CORP$18,7430.07%258,134CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$18,7410.07%180,306CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$18,7160.07%847,275CommonSOLE
46266C105IQVIQVIA HLDGS INC$18,6670.07%78,772CommonSOLE
45168D104IDXXIDEXX LABS INC$18,5250.07%36,668CommonSOLE
22052L104CTVACORTEVA INC$18,4750.07%314,258CommonSOLE
69331C108PCGPG&E CORP$18,4710.07%934,283CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$18,4610.07%71,641CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$18,4140.07%238,579CommonSOLE
311900104FASTFASTENAL CO$18,3790.07%257,332CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$18,3750.07%490,274CommonSOLE
15135B101CNCCENTENE CORP DEL$18,3230.07%243,399CommonSOLE
345370860FFORD MTR CO$18,3120.07%1,734,118CommonSOLE
443201108HWMHOWMET AEROSPACE INC$18,2600.07%182,143CommonSOLE
833034101SNASNAP ON INC$18,1560.07%62,671CommonSOLE
16411R208LNGCHENIERE ENERGY INC$18,0500.07%100,365CommonSOLE
336433107FSLRFIRST SOLAR INC$17,9590.07%71,996CommonSOLE
92840M102VSTVISTRA CORP$17,8470.07%150,557CommonSOLE
745867101PHMPULTE GROUP INC$17,7910.07%123,950CommonSOLE
30161N101EXCEXELON CORP$17,7320.07%437,295CommonSOLE
09062X103BIIBBIOGEN INC$17,7110.07%91,367CommonSOLE
988498101YUMYUM BRANDS INC$17,6960.07%126,659CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$17,5810.07%167,884CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$17,4870.07%88,036CommonSOLE
03831W108APPAPPLOVIN CORP$17,4800.07%133,898CommonSOLE
871829107SYYSYSCO CORP$17,4690.07%223,793CommonSOLE
45687V106IRINGERSOLL RAND INC$17,3130.07%176,375CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$17,1560.07%64,025CommonSOLE
29476L107EQREQUITY RESIDENTIAL$17,1130.07%229,824CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$17,0810.07%144,095CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$16,9530.07%144,145CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$16,9430.07%94,028CommonSOLE
260557103DOWDOW INC$16,8040.07%307,599CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16,7770.07%321,587CommonSOLE
285512109EAELECTRONIC ARTS INC$16,7640.07%116,873CommonSOLE
30034W106EVRGEVERGY INC$16,7410.07%269,968CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$16,6190.07%333,178CommonSOLE
42809H107HESHESS CORP$16,5810.07%122,096CommonSOLE
G02602103DOXAMDOCS LTD$16,5480.07%189,167CommonSOLE
64110D104NTAPNETAPP INC$16,4530.07%133,210CommonSOLE
852234103XYZBLOCK INC$16,2970.07%242,773CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$16,2860.07%182,767CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$16,2710.07%50,208CommonSOLE
925652109VICIVICI PPTYS INC$16,1250.06%484,086CommonSOLE
252131107DXCMDEXCOM INC$16,0630.06%239,597CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$16,0210.06%161,035CommonSOLE
142339100CSLCARLISLE COS INC$16,0030.06%35,581CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$16,0000.06%144,770CommonSOLE
833445109SNOWSNOWFLAKE INC$15,8710.06%138,176CommonSOLE
40434L105HPQHP INC$15,7860.06%440,101CommonSOLE
294429105EFXEQUIFAX INC$15,7760.06%53,687CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$15,7700.06%436,226CommonSOLE
209115104EDCONSOLIDATED EDISON INC$15,7610.06%151,363CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$15,5990.06%210,202CommonSOLE
219350105GLWCORNING INC$15,5630.06%344,690CommonSOLE
46284V101IRMIRON MTN INC DEL$15,5520.06%130,880CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$15,4860.06%72,020CommonSOLE
23804L103DDOGDATADOG INC$15,4560.06%134,328CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$15,3680.06%86,256CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$15,3380.06%26,277CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$15,3200.06%74,779CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$15,2350.06%99,114CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$15,1490.06%740,436CommonSOLE
929740108WABWABTEC$15,0800.06%82,963CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$15,0210.06%291,452CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14,9300.06%147,899CommonSOLE
631103108NDAQNASDAQ INC$14,8480.06%203,375CommonSOLE
278642103EBAYEBAY INC.$14,7990.06%227,298CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$14,7910.06%41,275CommonSOLE
550021109LULULULULEMON ATHLETICA INC$14,6920.06%54,145CommonSOLE
929160109VMCVULCAN MATLS CO$14,4810.06%57,826CommonSOLE
281020107EIXEDISON INTL$14,4790.06%166,256CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$14,4790.06%90,804CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14,4180.06%26,787CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14,3630.06%63,766CommonSOLE
247361702DALDELTA AIR LINES INC DEL$14,2980.06%281,520CommonSOLE
500754106KHCKRAFT HEINZ CO$14,2830.06%406,803CommonSOLE
98419M100XYLXYLEM INC$14,2600.06%105,606CommonSOLE
579780206MKCMCCORMICK & CO INC$14,2580.06%173,246CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$14,2370.06%9,493CommonSOLE
87612G101TRGPTARGA RES CORP$14,2130.06%96,029CommonSOLE
219948106CPAYCORPAY INC$14,1590.06%45,270CommonSOLE
256677105DGDOLLAR GEN CORP NEW$14,0770.06%166,459CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$14,0420.06%64,453CommonSOLE
69370C100PTCPTC INC$14,0340.06%77,684CommonSOLE
922475108VEEVVEEVA SYS INC$13,9130.06%66,292CommonSOLE
969904101WSMWILLIAMS SONOMA INC$13,8890.06%89,655CommonSOLE
189054109CLXCLOROX CO DEL$13,8780.06%85,191CommonSOLE
668771108GENGEN DIGITAL INC$13,8630.06%505,410CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$13,8270.06%51,504CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$13,7140.05%47,137CommonSOLE
12514G108CDWCDW CORP$13,6650.05%60,385CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$13,6490.05%332,326CommonSOLE
693506107PPGPPG INDS INC$13,5290.05%102,136CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$13,4040.05%224,369CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$13,3830.05%45,438CommonSOLE
22160N109CSGPCOSTAR GROUP INC$13,3810.05%177,378CommonSOLE
60770K107MRNAMODERNA INC$13,3260.05%199,394CommonSOLE
55261F104MTBM & T BK CORP$13,3020.05%74,682CommonSOLE
92939U106WECWEC ENERGY GROUP INC$13,2940.05%138,224CommonSOLE
071813109BAXBAXTER INTL INC$13,2840.05%349,845CommonSOLE
316773100FITBFIFTH THIRD BANCORP$13,1450.05%306,841CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$13,0460.05%253,558CommonSOLE
380237107GDDYGODADDY INC$13,0310.05%83,116CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$12,9790.05%31,170CommonSOLE
05464C101AXONAXON ENTERPRISE INC$12,8980.05%32,277CommonSOLE
570535104MKLMARKEL GROUP INC$12,8810.05%8,212CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$12,7820.05%82,330CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$12,7180.05%86,964CommonSOLE
H2906T109GRMNGARMIN LTD$12,6160.05%71,670CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$12,4630.05%79,975CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$12,4450.05%78,308CommonSOLE
22266T109CPNGCOUPANG INC$12,4260.05%506,158CommonSOLE
858119100STLDSTEEL DYNAMICS INC$12,4230.05%98,529CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$12,3300.05%127,590CommonSOLE
62944T105NVRNVR INC$12,3040.05%1,254CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12,1980.05%311,819CommonSOLE
03662Q105AKXANSYS INC$12,1480.05%38,127CommonSOLE
34959J108FTVFORTIVE CORP$12,1380.05%153,779CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$12,1350.05%241,061CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$12,0780.05%52,742CommonSOLE
92338C103VLTOVERALTO CORP$12,0730.05%107,931CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$12,0610.05%114,947CommonSOLE
857477103STTSTATE STR CORP$11,9640.05%135,234CommonSOLE
594972408MSTRMICROSTRATEGY INC$11,9080.05%70,630CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11,8530.05%50,954CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$11,8520.05%43,510CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$11,8170.05%6,419CommonSOLE
37940X102GPNGLOBAL PMTS INC$11,7180.05%114,411CommonSOLE
90384S303ULTAULTA BEAUTY INC$11,7110.05%30,095CommonSOLE
92276F100VTRVENTAS INC$11,6650.05%181,891CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$11,6100.05%48,234CommonSOLE
233331107DTEDTE ENERGY CO$11,6010.05%90,345CommonSOLE
260003108DOVDOVER CORP$11,5940.05%60,468CommonSOLE
172062101CINFCINCINNATI FINL CORP$11,4980.05%84,469CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$11,4240.05%33,155CommonSOLE
084423102WRBBERKLEY W R CORP$11,3550.05%200,166CommonSOLE
443573100HUBSHUBSPOT INC$11,3530.05%21,357CommonSOLE
457187102INGRINGREDION INC$11,2170.04%81,622CommonSOLE
049468101TEAMATLASSIAN CORPORATION$11,2090.04%70,583CommonSOLE
406216101HALHALLIBURTON CO$11,1920.04%385,275CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$11,1640.04%225,895CommonSOLE
337932107FEFIRSTENERGY CORP$11,1590.04%251,604CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$11,0940.04%327,653CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$10,9100.04%113,766CommonSOLE
115236101BROBROWN & BROWN INC$10,8130.04%104,371CommonSOLE
518439104ELLAUDER ESTEE COS INC$10,8050.04%108,386CommonSOLE
G8473T100STESTERIS PLC$10,7470.04%44,309CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$10,6970.04%55,180CommonSOLE
69351T106PPLPPL CORP$10,6760.04%322,746CommonSOLE
205887102CAGCONAGRA BRANDS INC$10,6520.04%327,553CommonSOLE
18915M107NETCLOUDFLARE INC$10,6000.04%131,046CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10,4630.04%34,858CommonSOLE
30040W108ESEVERSOURCE ENERGY$10,4450.04%153,489CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10,4410.04%95,855CommonSOLE
G7S00T104PNRPENTAIR PLC$10,3950.04%106,302CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10,2850.04%69,486CommonSOLE
05352A100AVTRAVANTOR INC$10,2440.04%395,965CommonSOLE
127097103CTRACOTERRA ENERGY INC$10,2010.04%425,913CommonSOLE
714046109RVTYREVVITY INC$10,1930.04%79,787CommonSOLE
023608102AEEAMEREN CORP$10,1700.04%116,279CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$10,1190.04%82,628CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$10,0290.04%146,861CommonSOLE
443510607HUBBHUBBELL INC$10,0210.04%23,395CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$9,9930.04%47,882CommonSOLE
086516101BBYBEST BUY INC$9,9880.04%96,686CommonSOLE
889478103TOLTOLL BROTHERS INC$9,9730.04%64,552CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$9,9500.04%142,673CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$9,9200.04%91,898CommonSOLE
565849106MRO*MARATHON OIL CORP$9,9100.04%372,134CommonSOLE
303075105FDSFACTSET RESH SYS INC$9,8860.04%21,499CommonSOLE
771049103RBLXROBLOX CORP$9,8830.04%223,294CommonSOLE
452327109ILMNILLUMINA INC$9,8770.04%75,741CommonSOLE
941848103WATWATERS CORP$9,7580.04%27,115CommonSOLE
127190304CACICACI INTL INC$9,7460.04%19,315CommonSOLE
216648501COOCOOPER COS INC$9,6840.04%87,767CommonSOLE
72352L106PINSPINTEREST INC$9,6820.04%299,108CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9,6330.04%412,893CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$9,6020.04%58,909CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,5540.04%234,746CommonSOLE
150870103CECELANESE CORP DEL$9,5440.04%70,196CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9,5370.04%648,782CommonSOLE
681919106OMCOMNICOM GROUP INC$9,4950.04%91,836CommonSOLE
574599106MASMASCO CORP$9,4940.04%113,099CommonSOLE
67059N108NTNXNUTANIX INC$9,4930.04%160,219CommonSOLE
26884L109EQTEQT CORP$9,4360.04%257,540CommonSOLE
46187W107INVHINVITATION HOMES INC$9,4300.04%267,431CommonSOLE
88033G407THCTENET HEALTHCARE CORP$9,4190.04%56,674CommonSOLE
058498106BALLBALL CORP$9,3670.04%137,930CommonSOLE
817565104SCISERVICE CORP INTL$9,3210.04%118,092CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$9,3170.04%34,530CommonSOLE
487836108KKELLANOVA$9,2470.04%114,567CommonSOLE
315616102FFIVF5 INC$9,2230.04%41,886CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$9,1920.04%1,114,169CommonSOLE
125896100CMSCMS ENERGY CORP$9,1860.04%130,060CommonSOLE
466313103JBLJABIL INC$9,1830.04%76,631CommonSOLE
880770102TERTERADYNE INC$9,1410.04%68,254CommonSOLE
89400J107TRUTRANSUNION$9,1320.04%87,219CommonSOLE
049560105ATOATMOS ENERGY CORP$9,1180.04%65,731CommonSOLE
92936U109WPCWP CAREY INC$9,1100.04%146,220CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$9,1070.04%55,954CommonSOLE
147528103CASYCASEYS GEN STORES INC$8,9930.04%23,937CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$8,9890.04%75,698CommonSOLE
125269100CFCF INDS HLDGS INC$8,9540.04%104,360CommonSOLE
297178105ESSESSEX PPTY TR INC$8,8960.04%30,112CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,8720.04%103,284CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$8,8530.04%20,227CommonSOLE
G6095L109APTIV PLC$8,8070.04%122,298CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$8,7910.04%31,244CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$8,7800.04%53,497CommonSOLE
29084Q100EMEEMCOR GROUP INC$8,7450.03%20,312CommonSOLE
372460105GPCGENUINE PARTS CO$8,7310.03%62,510CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$8,6800.03%49,153CommonSOLE
637417106NNNNNN REIT INC$8,6000.03%177,349CommonSOLE
695156109PKGPACKAGING CORP AMER$8,5830.03%39,845CommonSOLE
60937P106MDBMONGODB INC$8,5810.03%31,742CommonSOLE
832696405SJMSMUCKER J M CO$8,5490.03%70,598CommonSOLE
526107107LIILENNOX INTL INC$8,4650.03%14,008CommonSOLE
504922105LHLABCORP HOLDINGS INC$8,4440.03%37,785CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$8,3960.03%147,152CommonSOLE
199908104FIXCOMFORT SYS USA INC$8,3900.03%21,493CommonSOLE
436440101HO1HOLOGIC INC$8,3740.03%102,800CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$8,3370.03%63,445CommonSOLE
902494103TSNTYSON FOODS INC$8,3350.03%139,940CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$8,3280.03%32,745CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$8,2940.03%86,336CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$8,2940.03%52,197CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$8,2750.03%22,345CommonSOLE
122017106BURLBURLINGTON STORES INC$8,2700.03%31,388CommonSOLE
629377508NRGNRG ENERGY INC$8,2650.03%90,720CommonSOLE
759509102RSRELIANCE INC$8,2440.03%28,505CommonSOLE
552848103MTGMGIC INVT CORP WIS$8,2380.03%321,782CommonSOLE
146869102CVNACARVANA CO$8,2320.03%47,280CommonSOLE
143658300CCL1EURCARNIVAL CORP$8,1990.03%443,695CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$8,1440.03%276,831CommonSOLE
665859104NTRSNORTHERN TR CORP$8,0590.03%89,515CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$7,9820.03%44,894CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$7,9570.03%268,556CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$7,9000.03%40,110CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7,9000.03%68,568CommonSOLE
099724106BWABORGWARNER INC$7,8020.03%214,989CommonSOLE
00508Y102AYIACUITY BRANDS INC$7,7890.03%28,283CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$7,7880.03%62,358CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$7,7790.03%199,559CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7,7560.03%197,852CommonSOLE
053611109AVYAVERY DENNISON CORP$7,7290.03%35,010CommonSOLE
256746108DLTRDOLLAR TREE INC$7,7130.03%109,681CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$7,6980.03%77,938CommonSOLE
460146103IPINTERNATIONAL PAPER CO$7,6070.03%155,716CommonSOLE
G3223R108EGEVEREST GROUP LTD$7,5760.03%19,336CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$7,5550.03%69,003CommonSOLE
866674104SUISUN CMNTYS INC$7,4910.03%55,424CommonSOLE
92556V106VTRSVIATRIS INC$7,4710.03%643,498CommonSOLE
35137L105FOXAFOX CORP$7,4570.03%176,174CommonSOLE
92343E102VRSNVERISIGN INC$7,4480.03%39,210CommonSOLE
942622200WSOWATSCO INC$7,4330.03%15,111CommonSOLE
257651109DCIDONALDSON INC$7,4300.03%100,817CommonSOLE
29362U104ENTGENTEGRIS INC$7,4040.03%65,797CommonSOLE
74624M102PPURE STORAGE INC$7,4030.03%147,343CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$7,3960.03%67,158CommonSOLE
277432100EMNEASTMAN CHEM CO$7,3800.03%65,920CommonSOLE

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.