MondegarAI
Treasurer of the State of North Carolina

Q4 2024 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2025-02-13 · accession 0001761054-25-000003

$25.7M
Reported value
1,013
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1013

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.6M6.38%6,535,864CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M5.65%10,787,937CommonSOLE
594918104MSFTMICROSOFT CORP$1.4M5.59%3,403,483CommonSOLE
023135106AMZNAMAZON COM INC$952,6783.71%4,342,396CommonSOLE
30303M102METAMETA PLATFORMS INC$609,3892.37%1,040,783CommonSOLE
88160R101TSLATESLA INC$522,0152.03%1,292,628CommonSOLE
02079K305GOOGLALPHABET INC$520,3892.03%2,749,016CommonSOLE
11135F101AVGOBROADCOM INC$503,4211.96%2,171,415CommonSOLE
02079K107GOOGALPHABET INC$433,1191.69%2,274,306CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$375,1851.46%827,712CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$301,8911.18%1,259,400CommonSOLE
532457108LLYELI LILLY & CO$298,2901.16%386,386CommonSOLE
92826C839VVISA INC$227,0170.88%718,317CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$216,3480.84%427,684CommonSOLE
30231G102XOMEXXON MOBIL CORP$212,4130.83%1,974,653CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$202,7340.79%385,008CommonSOLE
742718109PGPROCTER AND GAMBLE CO$188,8840.74%1,126,656CommonSOLE
437076102HDHOME DEPOT INC$188,6120.74%484,877CommonSOLE
931142103WMTWALMART INC$185,7320.72%2,055,689CommonSOLE
64110L106NFLXNETFLIX INC$181,1300.71%203,215CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$178,7330.70%195,066CommonSOLE
478160104JNJJOHNSON & JOHNSON$167,1230.65%1,155,604CommonSOLE
00287Y109ABBVABBVIE INC$158,3930.62%891,351CommonSOLE
79466L302CRMSALESFORCE INC$145,2190.57%434,359CommonSOLE
68389X105ORCLORACLE CORP$139,8220.54%839,065CommonSOLE
060505104BACBANK AMERICA CORP$132,3410.52%3,011,171CommonSOLE
17275R102CSCOCISCO SYS INC$124,8400.49%2,108,786CommonSOLE
58933Y105MRKMERCK & CO INC$121,9050.48%1,225,418CommonSOLE
166764100CVXCHEVRON CORP NEW$109,7990.43%758,071CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$108,9420.42%495,574CommonSOLE
191216100KOCOCA COLA CO$108,9240.42%1,749,506CommonSOLE
949746101WMT2WELLS FARGO CO NEW$105,7270.41%1,505,221CommonSOLE
81762P102NOWSERVICENOW INC$103,5810.40%97,707CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$99,7240.39%283,477CommonSOLE
00724F101ADBEADOBE INC$94,8180.37%213,228CommonSOLE
713448108PEPPEPSICO INC$94,7810.37%623,313CommonSOLE
580135101MCDMCDONALDS CORP$94,3590.37%325,499CommonSOLE
254687106DISDISNEY WALT CO$94,1740.37%845,749CommonSOLE
002824100ABTABBOTT LABS$92,7890.36%820,347CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$90,8250.35%174,586CommonSOLE
882508104TXNTEXAS INSTRS INC$90,4540.35%482,398CommonSOLE
025816109AXPAMERICAN EXPRESS CO$90,3540.35%304,439CommonSOLE
747525103QCOMQUALCOMM INC$90,2070.35%587,206CommonSOLE
G54950103LINLINDE PLC$88,5050.34%211,395CommonSOLE
461202103INTUINTUIT$88,4260.34%140,693CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$87,5940.34%725,175CommonSOLE
00206R102TAT&T INC$86,3050.34%3,790,275CommonSOLE
718172109PMPHILIP MORRIS INTL INC$86,2470.34%716,633CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$83,7180.33%160,391CommonSOLE
149123101CATCATERPILLAR INC$83,1790.32%229,295CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$82,9960.32%2,075,431CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$79,4270.31%138,708CommonSOLE
369604301GEGE AEROSPACE$78,9840.31%473,555CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$78,1090.30%15,721CommonSOLE
235851102DHRDANAHER CORPORATION$77,7340.30%338,636CommonSOLE
20030N101CMCSACOMCAST CORP NEW$77,2690.30%2,058,872CommonSOLE
717081103PFEPFIZER INC$75,5930.29%2,849,342CommonSOLE
09290D101BLKBlackrock Inc$73,2690.29%71,474CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$70,4890.27%932,029CommonSOLE
743315103PGRPROGRESSIVE CORP$70,2950.27%293,372CommonSOLE
038222105AMATAPPLIED MATLS INC$69,7860.27%429,111CommonSOLE
78409V104SPGIS&P GLOBAL INC$68,7300.27%138,003CommonSOLE
031162100AMGNAMGEN INC$68,0610.27%261,132CommonSOLE
75513E101RTXRTX CORPORATION$67,7010.26%585,038CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$66,8820.26%228,476CommonSOLE
617446448MSMORGAN STANLEY$65,7610.26%523,077CommonSOLE
65339F101NEENEXTERA ENERGY INC$64,8580.25%904,694CommonSOLE
438516106HONHONEYWELL INTL INC$64,7640.25%286,708CommonSOLE
548661107LOWLOWES COS INC$62,1730.24%251,917CommonSOLE
872540109TJXTJX COS INC NEW$61,8390.24%511,866CommonSOLE
907818108UNPUNION PAC CORP$61,2080.24%268,407CommonSOLE
20825C104COPCONOCOPHILLIPS$60,6940.24%612,020CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$60,6460.24%333,294CommonSOLE
172967424CCITIGROUP INC$60,1340.23%854,291CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$59,4420.23%665,490CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$59,4050.23%1,050,308CommonSOLE
863667101SYKSTRYKER CORPORATION$59,1890.23%164,390CommonSOLE
375558103GILDGILEAD SCIENCES INC$59,0220.23%638,979CommonSOLE
G29183103ETNEATON CORP PLC$57,6210.22%173,625CommonSOLE
G5960L103MDTMEDTRONIC PLC$57,6100.22%721,208CommonSOLE
040413205ANETArista Networks Inc$56,8200.22%514,072CommonSOLE
032654105ADIANALOG DEVICES INC$55,4880.22%261,169CommonSOLE
H1467J104CBCHUBB LIMITED$55,4620.22%200,730CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$55,3870.22%918,212CommonSOLE
097023105BABOEING CO$55,0920.21%311,254CommonSOLE
09260D107BXBLACKSTONE INC$54,7340.21%317,445CommonSOLE
337738108FISVFISERV INC$51,1810.20%249,151CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$49,8950.19%674,166CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$49,8930.19%102,674CommonSOLE
872590104TMUST-MOBILE US INC$49,7720.19%225,486CommonSOLE
244199105DEDEERE & CO$48,2780.19%113,943CommonSOLE
595112103MUMICRON TECHNOLOGY INC$47,9920.19%570,246CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$47,3080.18%222,718CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$47,0330.18%116,793CommonSOLE
482480100KLACKLA CORP$45,5020.18%72,211CommonSOLE
855244109SBUXSTARBUCKS CORP$45,4890.18%498,511CommonSOLE
512807306LRCXLam Research Corp$44,6930.17%618,759CommonSOLE
48251W104KKRKKR & CO INC$43,8210.17%296,271CommonSOLE
74340W103PLDPROLOGIS INC.$42,9710.17%406,536CommonSOLE
12572Q105CMECME GROUP INC$42,4300.17%182,706CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$41,6330.16%376,936CommonSOLE
03831W108APPAPPLOVIN CORP$41,5480.16%128,301CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$41,5330.16%329,362CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$41,4030.16%58,123CommonSOLE
02209S103MOALTRIA GROUP INC$41,3860.16%791,469CommonSOLE
29444U700EQIXEQUINIX INC$41,0580.16%43,545CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$40,9140.16%229,443CommonSOLE
654106103NKENIKE INC$40,7720.16%538,812CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$39,9200.16%439,116CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$39,9080.16%217,588CommonSOLE
842587107SOSOUTHERN CO$39,6600.15%481,774CommonSOLE
94106L109WMWASTE MGMT INC DEL$39,6340.15%196,411CommonSOLE
36828A101GEVGE VERNOVA INC$39,4240.15%119,854CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$38,8950.15%645,020CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$38,8610.15%129,337CommonSOLE
036752103ELVELEVANCE HEALTH INC$38,7470.15%105,035CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$38,6570.15%452,921CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$38,6420.15%83,600CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$38,5360.15%258,615CommonSOLE
458140100INTCINTEL CORP$38,5230.15%1,921,323CommonSOLE
58155Q103MCKMCKESSON CORP$38,2180.15%67,059CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$37,9050.15%229,505CommonSOLE
125523100CITHE CIGNA GROUP$37,8250.15%136,976CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$37,5140.15%101,567CommonSOLE
95040Q104WELLWELLTOWER INC$37,4800.15%297,392CommonSOLE
032095101APHAMPHENOL CORP NEW$37,0500.14%533,476CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$36,7410.14%213,350CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$36,5730.14%339,452CommonSOLE
609207105MDLZMONDELEZ INTL INC$36,4070.14%609,524CommonSOLE
701094104PHPARKER-HANNIFIN CORP$35,7930.14%56,276CommonSOLE
G0403H108AONAON PLC$35,4510.14%98,705CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$35,3930.14%68,083CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$35,1600.14%103,434CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$34,6380.13%101,233CommonSOLE
369550108GDGENERAL DYNAMICS CORP$34,6000.13%131,313CommonSOLE
03076C106AMPAMERIPRISE FINL INC$34,4330.13%64,671CommonSOLE
37045V100GMGENERAL MTRS CO$34,3680.13%645,174CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$33,6870.13%174,681CommonSOLE
98978V103ZTSZOETIS INC$33,5770.13%206,084CommonSOLE
87612E106TGTTARGET CORP$33,4680.13%247,581CommonSOLE
052769106ADSKAUTODESK INC$33,2420.13%112,466CommonSOLE
615369105MCOMOODYS CORP$32,9060.13%69,515CommonSOLE
902973304USBUS BANCORP DEL$32,8070.13%685,902CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$32,6490.13%128,764CommonSOLE
871607107SNPSSYNOPSYS INC$32,4900.13%66,940CommonSOLE
88579Y101MMM3M CO$31,7130.12%245,669CommonSOLE
40412C101HCAHCA HEALTHCARE INC$31,4270.12%104,705CommonSOLE
26875P101EOGEOG RES INC$31,3230.12%255,531CommonSOLE
291011104EMREMERSON ELEC CO$31,1520.12%251,371CommonSOLE
172908105CTASCINTAS CORP$31,0920.12%170,182CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$30,9890.12%138,522CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$30,9680.12%26,116CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$30,9110.12%133,992CommonSOLE
34959E109FTNTFORTINET INC$30,8630.12%326,663CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$30,8600.12%108,720CommonSOLE
893641100TDGTRANSDIGM GROUP INC$30,3420.12%23,943CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$29,9120.12%66,860CommonSOLE
075887109BDXBECTON DICKINSON & CO$29,6290.12%130,597CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29,0960.11%100,316CommonSOLE
969457100WMBWILLIAMS COS INC$28,9690.11%535,272CommonSOLE
571903202MARMARRIOTT INTL INC NEW$28,8700.11%103,499CommonSOLE
704326107PAYXPAYCHEX INC$28,7730.11%205,198CommonSOLE
31428X106FDXFEDEX CORP$28,7600.11%102,230CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$28,4830.11%60,693CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$28,1580.11%739,437CommonSOLE
G25508105CRHCRH PLC$27,9600.11%302,200CommonSOLE
501044101KRKROGER CO$27,6610.11%452,352CommonSOLE
126408103CSXCSX CORP$27,3610.11%847,881CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$26,9810.11%205,896CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$26,7360.10%108,174CommonSOLE
911363109URIUNITED RENTALS INC$26,6540.10%37,837CommonSOLE
126650100CVSCVS HEALTH CORP$26,6120.10%592,826CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$26,5940.10%288,344CommonSOLE
253868103DLRDIGITAL RLTY TR INC$26,5380.10%149,654CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$26,4760.10%152,839CommonSOLE
278865100ECLECOLAB INC$26,4360.10%112,819CommonSOLE
98389B100XELXCEL ENERGY INC$26,4080.10%391,107CommonSOLE
001055102AFLAFLAC INC$26,2280.10%253,560CommonSOLE
25809K105DASHDOORDASH INC$26,0810.10%155,475CommonSOLE
651639106NEMNEWMONT CORP$25,9430.10%697,005CommonSOLE
682680103OKEONEOK INC NEW$25,7670.10%256,639CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$25,6260.10%333,544CommonSOLE
89832Q109TFCTRUIST FINL CORP$25,4700.10%587,130CommonSOLE
009066101ABNBAIRBNB INC$25,2670.10%192,277CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$25,1890.10%369,016CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$25,0790.10%271,563CommonSOLE
25746U109DDOMINION ENERGY INC$25,0360.10%464,840CommonSOLE
053332102AZOAUTOZONE INC$24,8670.10%7,766CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$24,8450.10%103,139CommonSOLE
303250104FICOFAIR ISAAC CORP$24,7590.10%12,436CommonSOLE
98138H101WDAYWORKDAY INC$24,6590.10%95,568CommonSOLE
816851109SRESEMPRA$24,4430.10%278,651CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$24,3380.09%88,365CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$24,0140.09%324,376CommonSOLE
370334104GISGENERAL MLS INC$23,9870.09%376,142CommonSOLE
806857108SLBSCHLUMBERGER LTD$23,8080.09%620,974CommonSOLE
693718108PCARPACCAR INC$23,7990.09%228,792CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$23,4160.09%289,912CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$23,3620.09%852,625CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$23,3300.09%99,405CommonSOLE
12504L109CBRECBRE GROUP INC$23,2050.09%176,743CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$23,1720.09%293,578CommonSOLE
88339J105TTDTHE TRADE DESK INC$23,0780.09%196,356CommonSOLE
020002101ALLALLSTATE CORP$22,8670.09%118,609CommonSOLE
031100100AMEAMETEK INC$22,3010.09%123,717CommonSOLE
778296103ROSTROSS STORES INC$22,2000.09%146,757CommonSOLE
594972408MSTRMICROSTRATEGY INC$22,1960.09%76,640CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$22,1250.09%89,106CommonSOLE
217204106CPRTCOPART INC$22,0170.09%383,643CommonSOLE
29364G103ETRENTERGY CORP NEW$21,9540.09%289,560CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$21,9220.09%337,259CommonSOLE
833034101SNASNAP ON INC$21,8180.09%64,269CommonSOLE
59156R108METMETLIFE INC$21,7500.08%265,628CommonSOLE
833445109SNOWSNOWFLAKE INC$21,4720.08%139,056CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$21,3360.08%293,073CommonSOLE
16411R208LNGCHENIERE ENERGY INC$21,1100.08%98,245CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$21,0880.08%70,424CommonSOLE
756109104OREALTY INCOME CORP$21,0240.08%393,633CommonSOLE
231021106CMICUMMINS INC$20,9470.08%60,090CommonSOLE
852234103XYZBLOCK INC$20,7640.08%244,313CommonSOLE
384802104GWWGRAINGER W W INC$20,7260.08%19,663CommonSOLE
718546104PSXPHILLIPS 66$20,6860.08%181,564CommonSOLE
55354G100MSCIMSCI INC$20,5980.08%34,329CommonSOLE
03073E105CORCENCORA INC$20,5870.08%91,629CommonSOLE
92840M102VSTVISTRA CORP$20,5730.08%149,217CommonSOLE
56585A102MPCMARATHON PETE CORP$20,5300.08%147,172CommonSOLE
252131107DXCMDEXCOM INC$20,4850.08%263,407CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$20,4520.08%86,915CommonSOLE
550021109LULULULULEMON ATHLETICA INC$20,2770.08%53,025CommonSOLE
74762E102QUREQUANTA SVCS INC$20,1900.08%63,882CommonSOLE
444859102HUMHUMANA INC$20,1560.08%79,444CommonSOLE
443201108HWMHOWMET AEROSPACE INC$20,0100.08%182,953CommonSOLE
366651107ITGARTNER INC$19,8280.08%40,927CommonSOLE
05464C101AXONAXON ENTERPRISE INC$19,6070.08%32,991CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$19,5450.08%249,998CommonSOLE
311900104FASTFASTENAL CO$19,4500.08%270,482CommonSOLE
23804L103DDOGDATADOG INC$19,2870.08%134,978CommonSOLE
760759100RSGREPUBLIC SVCS INC$19,2640.08%95,753CommonSOLE
69331C108PCGPG&E CORP$18,9730.07%940,183CommonSOLE
761152107RMDRESMED INC$18,7700.07%82,076CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18,7380.07%158,084CommonSOLE
22822V101CCICROWN CASTLE INC$18,5370.07%204,237CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$18,5300.07%219,313CommonSOLE
49177J102KVUEKENVUE INC$18,4660.07%864,896CommonSOLE
23331A109DHID R HORTON INC$18,4080.07%131,654CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$18,3820.07%161,795CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$18,1330.07%89,284CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$18,0070.07%438,986CommonSOLE
22052L104CTVACORTEVA INC$17,9860.07%315,768CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$17,7910.07%51,904CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$17,5710.07%148,570CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$17,5130.07%83,285CommonSOLE
049468101TEAMATLASSIAN CORPORATION$17,5000.07%71,903CommonSOLE
345370860FFORD MTR CO$17,4960.07%1,767,318CommonSOLE
285512109EAELECTRONIC ARTS INC$17,4550.07%119,313CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$17,4270.07%542,554CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$17,4220.07%129,686CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$17,2900.07%165,124CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$17,2830.07%224,744CommonSOLE
247361702DALDELTA AIR LINES INC DEL$17,1400.07%283,300CommonSOLE
988498101YUMYUM BRANDS INC$17,0660.07%127,209CommonSOLE
30034W106EVRGEVERGY INC$17,0580.07%277,139CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$17,0360.07%92,544CommonSOLE
91913Y100VLOVALERO ENERGY CORP$17,0190.07%138,832CommonSOLE
87612G101TRGPTARGA RES CORP$16,9820.07%95,139CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$16,9760.07%322,977CommonSOLE
871829107SYYSYSCO CORP$16,9670.07%221,903CommonSOLE
682189105ONON SEMICONDUCTOR CORP$16,7440.07%265,566CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$16,6940.07%180,266CommonSOLE
427866108HSYHERSHEY CO$16,6600.06%98,378CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$16,6160.06%95,733CommonSOLE
380237107GDDYGODADDY INC$16,5730.06%83,971CommonSOLE
30161N101EXCEXELON CORP$16,5640.06%440,065CommonSOLE
969904101WSMWILLIAMS SONOMA INC$16,5220.06%89,221CommonSOLE
219350105GLWCORNING INC$16,4550.06%346,270CommonSOLE
50212V100LPLALPL FINL HLDGS INC$16,4080.06%50,254CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$16,3540.06%141,915CommonSOLE
42809H107HESHESS CORP$16,3420.06%122,866CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$16,3090.06%215,214CommonSOLE
670346105NUENUCOR CORP$16,2200.06%138,979CommonSOLE
45687V106IRINGERSOLL RAND INC$16,0560.06%177,495CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$16,0000.06%749,410CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$15,9310.06%164,072CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$15,8970.06%71,931CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$15,7360.06%143,837CommonSOLE
631103108NDAQNASDAQ INC$15,6720.06%202,715CommonSOLE
H2906T109GRMNGARMIN LTD$15,5870.06%75,570CommonSOLE
46266C105IQVIQVIA HLDGS INC$15,5780.06%79,272CommonSOLE
64110D104NTAPNETAPP INC$15,5430.06%133,898CommonSOLE
929740108WABWABTEC$15,4400.06%81,440CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$15,3670.06%26,649CommonSOLE
278642103EBAYEBAY INC.$15,1790.06%245,028CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$15,1600.06%25,621CommonSOLE
45168D104IDXXIDEXX LABS INC$15,1430.06%36,628CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$15,0060.06%85,066CommonSOLE
443573100HUBSHUBSPOT INC$14,9710.06%21,487CommonSOLE
929160109VMCVULCAN MATLS CO$14,9700.06%58,196CommonSOLE
15135B101CNCCENTENE CORP DEL$14,9530.06%246,829CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$14,7940.06%299,422CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$14,7880.06%51,744CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$14,5600.06%41,264CommonSOLE
G6683N103NUNU HLDGS LTD$14,4990.06%1,399,497CommonSOLE
69370C100PTCPTC INC$14,4850.06%78,776CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$14,4040.06%81,365CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$14,4000.06%73,693CommonSOLE
G02602103DOXAMDOCS LTD$14,2990.06%167,945CommonSOLE
40434L105HPQHP INC$14,2680.06%437,271CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$14,2460.06%45,478CommonSOLE
925652109VICIVICI PPTYS INC$14,2200.06%486,832CommonSOLE
18915M107NETCLOUDFLARE INC$14,2000.06%131,876CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14,1660.06%185,787CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$14,1310.06%94,458CommonSOLE
526057104LENLENNAR CORP$14,1060.05%103,436CommonSOLE
55261F104MTBM & T BK CORP$14,1030.05%75,012CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$14,0900.05%64,056CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14,0560.05%146,957CommonSOLE
90384S303ULTAULTA BEAUTY INC$14,0290.05%32,255CommonSOLE
922475108VEEVVEEVA SYS INC$14,0030.05%66,602CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,9230.05%26,957CommonSOLE
46284V101IRMIRON MTN INC DEL$13,8210.05%131,490CommonSOLE
294429105EFXEQUIFAX INC$13,7690.05%54,027CommonSOLE
771049103RBLXROBLOX CORP$13,7410.05%237,494CommonSOLE
189054109CLXCLOROX CO DEL$13,5960.05%83,711CommonSOLE
209115104EDCONSOLIDATED EDISON INC$13,5910.05%152,313CommonSOLE
745867101PHMPULTE GROUP INC$13,5910.05%124,798CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$13,5900.05%82,951CommonSOLE
09062X103BIIBBIOGEN INC$13,5620.05%88,687CommonSOLE
668771108GENGEN DIGITAL INC$13,3750.05%488,512CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$13,3750.05%233,209CommonSOLE
281020107EIXEDISON INTL$13,3580.05%167,306CommonSOLE
142339100CSLCARLISLE COS INC$13,2510.05%35,927CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$13,1180.05%61,406CommonSOLE
92939U106WECWEC ENERGY GROUP INC$13,0800.05%139,094CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$13,0290.05%6,166CommonSOLE
579780206MKCMCCORMICK & CO INC$12,9870.05%170,346CommonSOLE
857477103STTSTATE STR CORP$12,9590.05%132,034CommonSOLE
03662Q105AKXANSYS INC$12,9420.05%38,367CommonSOLE
316773100FITBFIFTH THIRD BANCORP$12,8950.05%304,981CommonSOLE
37940X102GPNGLOBAL PMTS INC$12,8790.05%114,931CommonSOLE
22160N109CSGPCOSTAR GROUP INC$12,7790.05%178,498CommonSOLE
817565104SCISERVICE CORP INTL$12,7110.05%159,250CommonSOLE
143658300CCL1EURCARNIVAL CORP$12,6930.05%509,335CommonSOLE
436440101HO1HOLOGIC INC$12,6860.05%175,980CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$12,6540.05%81,468CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$12,5850.05%237,185CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$12,5730.05%233,445CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$12,5140.05%259,851CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$12,5090.05%67,133CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$12,4980.05%77,808CommonSOLE
219948106CPAYCORPAY INC$12,4900.05%36,906CommonSOLE
336433107FSLRFIRST SOLAR INC$12,4860.05%70,846CommonSOLE
256677105DGDOLLAR GEN CORP NEW$12,4770.05%164,565CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$12,4320.05%152,340CommonSOLE
260557103DOWDOW INC$12,4220.05%309,539CommonSOLE
98419M100XYLXYLEM INC$12,3300.05%106,276CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$12,3230.05%53,848CommonSOLE
500754106KHCKRAFT HEINZ CO$12,3180.05%401,123CommonSOLE
29476L107EQREQUITY RESIDENTIAL$12,2330.05%170,474CommonSOLE
464287200IVVISHARES TR$12,2230.05%20,763CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$12,2010.05%37,248CommonSOLE
693506107PPGPPG INDS INC$12,1460.05%101,686CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$11,9850.05%233,361CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$11,9530.05%52,870CommonSOLE
26884L109EQTEQT CORP$11,9500.05%259,170CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11,6640.05%230,879CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$11,6580.05%9,527CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11,5610.05%1,093,729CommonSOLE
457187102INGRINGREDION INC$11,5320.04%83,834CommonSOLE
084423102WRBBERKLEY W R CORP$11,5290.04%197,006CommonSOLE
92276F100VTRVENTAS INC$11,5040.04%195,351CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$11,5010.04%76,235CommonSOLE
22266T109CPNGCOUPANG INC$11,4880.04%522,638CommonSOLE
34959J108FTVFORTIVE CORP$11,4390.04%152,519CommonSOLE
G7S00T104PNRPENTAIR PLC$11,3180.04%112,461CommonSOLE
260003108DOVDOVER CORP$11,3140.04%60,308CommonSOLE
92338C103VLTOVERALTO CORP$11,2830.04%110,781CommonSOLE
858119100STLDSTEEL DYNAMICS INC$11,2430.04%98,564CommonSOLE
714046109RVTYREVVITY INC$11,1970.04%100,319CommonSOLE
256163106DOCUDOCUSIGN INC$11,1040.04%123,460CommonSOLE
770700102HOODROBINHOOD MKTS INC$11,0090.04%295,476CommonSOLE
233331107DTEDTE ENERGY CO$10,9780.04%90,915CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$10,9640.04%88,074CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10,9090.04%96,465CommonSOLE
127097103CTRACOTERRA ENERGY INC$10,9000.04%426,800CommonSOLE
115236101BROBROWN & BROWN INC$10,7820.04%105,681CommonSOLE
315616102FFIVF5 INC$10,7310.04%42,674CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$10,6280.04%42,714CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$10,6050.04%651,842CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$10,5640.04%114,387CommonSOLE
12514G108CDWCDW CORP$10,5560.04%60,655CommonSOLE
69351T106PPLPPL CORP$10,5430.04%324,786CommonSOLE
406216101HALHALLIBURTON CO$10,5420.04%387,715CommonSOLE
023608102AEEAMEREN CORP$10,4300.04%117,009CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$10,4290.04%51,174CommonSOLE
62944T105NVRNVR INC$10,3540.04%1,266CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$10,2180.04%312,203CommonSOLE
303075105FDSFACTSET RESH SYS INC$10,1290.04%21,089CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$10,1210.04%9,151CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$10,0990.04%101,449CommonSOLE
337932107FEFIRSTENERGY CORP$10,0720.04%253,194CommonSOLE
071813109BAXBAXTER INTL INC$10,0350.04%344,135CommonSOLE
146869102CVNACARVANA CO$9,9730.04%49,040CommonSOLE
172062101CINFCINCINNATI FINL CORP$9,9350.04%69,139CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9,8790.04%52,917CommonSOLE
941848103WATWATERS CORP$9,8730.04%26,614CommonSOLE
443510607HUBBHUBBELL INC$9,8630.04%23,545CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$9,7750.04%90,459CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$9,7640.04%115,477CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9,7540.04%414,713CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$9,6270.04%53,658CommonSOLE
570535104MKLMARKEL GROUP INC$9,6170.04%5,571CommonSOLE
452327109ILMNILLUMINA INC$9,6110.04%71,921CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,4850.04%250,597CommonSOLE
049560105ATOATMOS ENERGY CORP$9,4820.04%68,081CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$9,4510.04%89,468CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$9,4480.04%20,357CommonSOLE
460146103IPINTERNATIONAL PAPER CO$9,4180.04%174,986CommonSOLE
67059N108NTNXNUTANIX INC$9,4110.04%153,829CommonSOLE
256746108DLTRDOLLAR TREE INC$9,3680.04%125,011CommonSOLE
125269100CFCF INDS HLDGS INC$9,3590.04%109,693CommonSOLE
487836108KKELLANOVA$9,3360.04%115,297CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$9,3020.04%156,001CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$9,2650.04%329,133CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$9,2130.04%67,498CommonSOLE
G8473T100STESTERIS PLC$9,1490.04%44,509CommonSOLE
29084Q100EMEEMCOR GROUP INC$9,0830.04%20,012CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$9,0690.04%269,736CommonSOLE
665859104NTRSNORTHERN TR CORP$9,0600.04%88,395CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$9,0460.04%50,137CommonSOLE
30040W108ESEVERSOURCE ENERGY$9,0390.04%157,389CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$9,0280.04%35,664CommonSOLE
72352L106PINSPINTEREST INC$9,0120.04%310,758CommonSOLE
695156109PKGPACKAGING CORP AMER$9,0110.04%40,025CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$9,0050.04%283,801CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$8,9930.04%69,443CommonSOLE
205887102CAGCONAGRA BRANDS INC$8,9260.03%321,673CommonSOLE
902494103TSNTYSON FOODS INC$8,8010.03%153,220CommonSOLE
086516101BBYBEST BUY INC$8,7710.03%102,226CommonSOLE
125896100CMSCMS ENERGY CORP$8,7230.03%130,880CommonSOLE
74624M102PPURE STORAGE INC$8,7190.03%141,933CommonSOLE
504922105LHLABCORP HOLDINGS INC$8,7040.03%37,955CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$8,6880.03%22,495CommonSOLE
880770102TERTERADYNE INC$8,6490.03%68,684CommonSOLE
46187W107INVHINVITATION HOMES INC$8,6030.03%269,111CommonSOLE
60770K107MRNAMODERNA INC$8,6020.03%206,884CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$8,5990.03%196,514CommonSOLE
526107107LIILENNOX INTL INC$8,5860.03%14,092CommonSOLE
35137L105FOXAFOX CORP$8,5550.03%176,096CommonSOLE
74935Q107RBARB GLOBAL INC$8,5480.03%94,755CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$8,5450.03%92,220CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$8,5370.03%31,591CommonSOLE
518439104ELLAUDER ESTEE COS INC$8,5180.03%113,606CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8,5030.03%114,486CommonSOLE
05352A100AVTRAVANTOR INC$8,4470.03%400,914CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$8,4290.03%58,509CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$8,4180.03%47,650CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$8,3840.03%45,338CommonSOLE
00508Y102AYIACUITY BRANDS INC$8,3780.03%28,678CommonSOLE
45784P101PODDINSULET CORP$8,2330.03%31,537CommonSOLE
632307104NTRANATERA INC$8,2030.03%51,820CommonSOLE
29414B104EPAMEPAM SYS INC$8,1650.03%34,921CommonSOLE
122017106BURLBURLINGTON STORES INC$8,1610.03%28,628CommonSOLE
629377508NRGNRG ENERGY INC$8,1540.03%90,380CommonSOLE
297178105ESSESSEX PPTY TR INC$8,1070.03%28,403CommonSOLE
216648501COOCOOPER COS INC$8,1050.03%88,167CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$8,1050.03%52,437CommonSOLE
92556V106VTRSVIATRIS INC$8,0960.03%650,289CommonSOLE
92936U109WPCWP CAREY INC$8,0960.03%148,605CommonSOLE
92343E102VRSNVERISIGN INC$8,0660.03%38,973CommonSOLE
127190304CACICACI INTL INC$7,9830.03%19,756CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$7,9330.03%102,474CommonSOLE
89400J107TRUTRANSUNION$7,9110.03%85,329CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$7,8890.03%391,708CommonSOLE
681919106OMCOMNICOM GROUP INC$7,8840.03%91,634CommonSOLE
552848103MTGMGIC INVT CORP WIS$7,8440.03%330,847CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$7,7950.03%103,444CommonSOLE
90138F102TWLOTWILIO INC$7,7900.03%72,075CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$7,7470.03%26,617CommonSOLE
892672106TWTRADEWEB MKTS INC$7,6610.03%58,513CommonSOLE
832696405SJMSMUCKER J M CO$7,6480.03%69,448CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$7,6070.03%53,224CommonSOLE
896239100TRMBTRIMBLE INC$7,5670.03%107,092CommonSOLE
65473P105NINISOURCE INC$7,5500.03%205,393CommonSOLE
637417106NNNNNN REIT INC$7,5200.03%184,090CommonSOLE
574599106MASMASCO CORP$7,4610.03%102,808CommonSOLE
803607100SRPTSAREPTA THERAPEUTICS INC$7,4610.03%61,358CommonSOLE
888787108TOSTTOAST INC$7,4530.03%204,474CommonSOLE
60937P106MDBMONGODB INC$7,4360.03%31,942CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$7,4310.03%76,178CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$7,4070.03%199,102CommonSOLE
466313103JBLJABIL INC$7,4000.03%51,426CommonSOLE
98980G102ZSZSCALER INC$7,3900.03%40,962CommonSOLE
759509102RSRELIANCE INC$7,3670.03%27,361CommonSOLE
058498106BALLBALL CORP$7,3490.03%133,310CommonSOLE
372460105GPCGENUINE PARTS CO$7,3310.03%62,790CommonSOLE
88033G407THCTENET HEALTHCARE CORP$7,3240.03%58,019CommonSOLE
889478103TOLTOLL BROTHERS INC$7,3000.03%57,956CommonSOLE
46982L108JJACOBS SOLUTIONS INC$7,2430.03%54,203CommonSOLE
268150109DTDYNATRACE INC$7,2320.03%133,066CommonSOLE
942622200WSOWATSCO INC$7,2080.03%15,211CommonSOLE

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.