MondegarAI
Treasurer of the State of North Carolina

Q1 2025 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2025-05-15 · accession 0001761054-25-000004

$25.1M
Reported value
1,007
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 1007

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$1.5M6.14%6,953,728CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M5.25%3,519,109CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M4.78%11,078,910CommonSOLE
023135106AMZNAMAZON COM INC$860,2293.42%4,521,332CommonSOLE
30303M102METAMETA PLATFORMS INC$611,6272.43%1,061,190CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$446,3411.78%838,073CommonSOLE
02079K305GOOGLALPHABET INC$438,0981.74%2,833,021CommonSOLE
11135F101AVGOBROADCOM INC$373,2181.48%2,229,096CommonSOLE
02079K107GOOGALPHABET INC$365,3411.45%2,338,481CommonSOLE
88160R101TSLATESLA INC$346,3091.38%1,336,276CommonSOLE
532457108LLYELI LILLY & CO$317,4051.26%384,310CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$317,1211.26%1,292,790CommonSOLE
92826C839VVISA INC$297,0871.18%847,707CommonSOLE
464287655IWMISHARES TR$290,9031.16%1,458,235CommonSOLE
30231G102XOMEXXON MOBIL CORP$239,4340.95%2,013,233CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$227,8340.91%435,006CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$214,6880.85%391,680CommonSOLE
742718109PGPROCTER AND GAMBLE CO$205,5700.82%1,206,256CommonSOLE
64110L106NFLXNETFLIX INC$192,8040.77%206,754CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$191,9800.76%202,986CommonSOLE
478160104JNJJOHNSON & JOHNSON$189,0560.75%1,139,988CommonSOLE
931142103WMTWALMART INC$182,7020.73%2,081,131CommonSOLE
00287Y109ABBVABBVIE INC$179,1870.71%855,226CommonSOLE
437076102HDHOME DEPOT INC$173,1700.69%472,509CommonSOLE
17275R102CSCOCISCO SYS INC$130,6240.52%2,116,744CommonSOLE
191216100KOCOCA COLA CO$127,2990.51%1,777,426CommonSOLE
060505104BACBANK AMERICA CORP$127,2250.51%3,048,775CommonSOLE
166764100CVXCHEVRON CORP NEW$125,3720.50%749,431CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$121,7950.48%489,806CommonSOLE
718172109PMPHILIP MORRIS INTL INC$119,7190.48%754,233CommonSOLE
79466L302CRMSALESFORCE INC$118,7820.47%442,620CommonSOLE
68389X105ORCLORACLE CORP$116,4760.46%833,105CommonSOLE
002824100ABTABBOTT LABS$112,2650.45%846,328CommonSOLE
949746101WMT2WELLS FARGO CO NEW$108,1770.43%1,506,853CommonSOLE
58933Y105MRKMERCK & CO INC$106,4360.42%1,185,782CommonSOLE
580135101MCDMCDONALDS CORP$103,0510.41%329,899CommonSOLE
G54950103LINLINDE PLC$102,4340.41%219,985CommonSOLE
00206R102TAT&T INC$99,7310.40%3,526,554CommonSOLE
369604301GEGE AEROSPACE$98,6310.39%492,785CommonSOLE
713448108PEPPEPSICO INC$94,3820.38%629,467CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$93,0480.37%186,994CommonSOLE
747525103QCOMQUALCOMM INC$91,2850.36%594,264CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$89,6450.36%287,287CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$87,5190.35%1,929,425CommonSOLE
882508104TXNTEXAS INSTRS INC$85,1990.34%474,120CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$83,8590.33%993,589CommonSOLE
461202103INTUINTUIT$83,8400.33%136,549CommonSOLE
254687106DISDISNEY WALT CO$83,5780.33%846,787CommonSOLE
00724F101ADBEADOBE INC$81,4580.32%212,390CommonSOLE
149123101CATCATERPILLAR INC$80,9310.32%245,394CommonSOLE
75513E101RTXRTX CORPORATION$80,6410.32%608,798CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$80,1080.32%161,747CommonSOLE
81762P102NOWSERVICENOW INC$78,7860.31%98,960CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$76,8660.31%16,685CommonSOLE
031162100AMGNAMGEN INC$76,4950.30%245,529CommonSOLE
743315103PGRPROGRESSIVE CORP$75,7410.30%267,628CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$75,7230.30%737,040CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$75,4510.30%138,116CommonSOLE
025816109AXPAMERICAN EXPRESS CO$75,1030.30%279,140CommonSOLE
20030N101CMCSACOMCAST CORP NEW$74,7940.30%2,026,935CommonSOLE
78409V104SPGIS&P GLOBAL INC$72,8020.29%143,282CommonSOLE
375558103GILDGILEAD SCIENCES INC$71,4930.28%638,042CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$70,6230.28%231,150CommonSOLE
09290D101BLKBLACKROCK INC$69,6830.28%73,623CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$67,8380.27%672,465CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$67,8020.27%930,586CommonSOLE
717081103PFEPFIZER INC$66,8190.27%2,636,904CommonSOLE
65339F101NEENEXTERA ENERGY INC$66,7380.27%941,424CommonSOLE
20825C104COPCONOCOPHILLIPS$66,7150.27%635,257CommonSOLE
235851102DHRDANAHER CORPORATION$66,0830.26%322,355CommonSOLE
907818108UNPUNION PAC CORP$65,9830.26%279,307CommonSOLE
G5960L103MDTMEDTRONIC PLC$65,5430.26%729,386CommonSOLE
872540109TJXTJX COS INC NEW$63,1890.25%518,791CommonSOLE
438516106HONHONEYWELL INTL INC$63,1750.25%298,348CommonSOLE
038222105AMATAPPLIED MATLS INC$62,6850.25%431,954CommonSOLE
863667101SYKSTRYKER CORPORATION$61,6720.25%165,674CommonSOLE
172967424CCITIGROUP INC$61,5110.24%866,478CommonSOLE
617446448MSMORGAN STANLEY$61,2600.24%525,072CommonSOLE
548661107LOWLOWES COS INC$60,3360.24%258,697CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$59,3780.24%758,538CommonSOLE
097023105BABOEING CO$58,4140.23%342,504CommonSOLE
872590104TMUST-MOBILE US INC$57,5150.23%215,646CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$57,3910.23%118,375CommonSOLE
337738108FISVFISERV INC$57,2530.23%259,261CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$56,6380.23%928,649CommonSOLE
H1467J104CBCHUBB LIMITED$55,9380.22%185,231CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$55,0850.22%225,729CommonSOLE
244199105DEDEERE & CO$53,8940.21%114,827CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$53,6230.21%314,247CommonSOLE
032654105ADIANALOG DEVICES INC$53,5000.21%265,284CommonSOLE
12572Q105CMECME GROUP INC$52,6110.21%198,314CommonSOLE
482480100KLACKLA CORP$51,6810.21%76,024CommonSOLE
855244109SBUXSTARBUCKS CORP$50,8840.20%518,751CommonSOLE
595112103MUMICRON TECHNOLOGY INC$50,1400.20%577,050CommonSOLE
02209S103MOALTRIA GROUP INC$49,3300.20%821,894CommonSOLE
G29183103ETNEATON CORP PLC$49,1130.20%180,675CommonSOLE
74340W103PLDPROLOGIS INC.$47,2920.19%423,046CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$46,5080.18%213,733CommonSOLE
036752103ELVELEVANCE HEALTH INC$46,3030.18%106,453CommonSOLE
09260D107BXBLACKSTONE INC$46,1740.18%330,335CommonSOLE
842587107SOSOUTHERN CO$46,0990.18%501,344CommonSOLE
458140100INTCINTEL CORP$45,0680.18%1,984,497CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$44,8710.18%260,123CommonSOLE
512807306LRCXLAM RESEARCH CORP$44,5220.18%612,405CommonSOLE
95040Q104WELLWELLTOWER INC$43,2230.17%282,119CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$43,1330.17%96,557CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$43,0840.17%353,232CommonSOLE
94106L109WMWASTE MGMT INC DEL$42,4970.17%183,566CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$42,3820.17%236,376CommonSOLE
125523100CITHE CIGNA GROUP$42,0020.17%127,667CommonSOLE
609207105MDLZMONDELEZ INTL INC$41,5970.17%613,078CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$40,5520.16%68,781CommonSOLE
126650100CVSCVS HEALTH CORP$39,1250.16%577,485CommonSOLE
58155Q103MCKMCKESSON CORP$39,1110.16%58,115CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$38,8460.15%112,520CommonSOLE
040413205ANETARISTA NETWORKS INC$38,1040.15%491,794CommonSOLE
36828A101GEVGE VERNOVA INC$38,0760.15%124,724CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$37,9220.15%26,471CommonSOLE
291011104EMREMERSON ELEC CO$37,5450.15%342,441CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$37,4900.15%107,364CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$37,4840.15%400,040CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$37,1420.15%105,343CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$37,0000.15%67,269CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$36,7080.15%333,742CommonSOLE
88579Y101MMM3M CO$36,5610.15%248,950CommonSOLE
172908105CTASCINTAS CORP$36,2580.14%176,411CommonSOLE
29444U700EQIXEQUINIX INC$35,9770.14%44,125CommonSOLE
G0403H108AONAON PLC$35,8650.14%89,868CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$35,8130.14%215,636CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$35,6860.14%81,510CommonSOLE
48251W104KKRKKR & CO INC$35,6430.14%308,301CommonSOLE
701094104PHPARKER-HANNIFIN CORP$35,5930.14%58,556CommonSOLE
032095101APHAMPHENOL CORP NEW$35,4660.14%540,726CommonSOLE
369550108GDGENERAL DYNAMICS CORP$35,4530.14%130,063CommonSOLE
34959E109FTNTFORTINET INC$34,9270.14%362,842CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$34,9190.14%103,643CommonSOLE
26875P101EOGEOG RES INC$34,6240.14%269,995CommonSOLE
893641100TDGTRANSDIGM GROUP INC$34,4700.14%24,919CommonSOLE
03831W108APPAPPLOVIN CORP$34,3950.14%129,809CommonSOLE
40412C101HCAHCA HEALTHCARE INC$34,3830.14%99,503CommonSOLE
654106103NKENIKE INC$34,3560.14%541,210CommonSOLE
98978V103ZTSZOETIS INC$34,0380.14%206,727CommonSOLE
615369105MCOMOODYS CORP$33,6860.13%72,335CommonSOLE
969457100WMBWILLIAMS COS INC$33,2860.13%557,002CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$33,2320.13%133,994CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$32,8260.13%300,409CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$32,7050.13%238,825CommonSOLE
464287200IVVISHARES TR$32,2240.13%57,348CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$32,0070.13%62,513CommonSOLE
03076C106AMPAMERIPRISE FINL INC$31,9570.13%66,011CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$31,9500.13%181,771CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$31,7320.13%124,768CommonSOLE
501044101KRKROGER CO$31,4520.13%464,645CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$31,3980.12%625,340CommonSOLE
594972408MSTRMICROSTRATEGY INC$31,1120.12%107,925CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$31,0160.12%475,338CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$30,9240.12%48,758CommonSOLE
052769106ADSKAUTODESK INC$30,7160.12%117,325CommonSOLE
075887109BDXBECTON DICKINSON & CO$30,3140.12%132,342CommonSOLE
871607107SNPSSYNOPSYS INC$30,2730.12%70,590CommonSOLE
902973304USBUS BANCORP DEL$30,1350.12%713,752CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29,9660.12%101,606CommonSOLE
25809K105DASHDOORDASH INC$29,5710.12%161,795CommonSOLE
053332102AZOAUTOZONE INC$29,4500.12%7,724CommonSOLE
651639106NEMNEWMONT CORP$29,0650.12%602,005CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$29,0650.12%144,152CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$28,9740.12%765,300CommonSOLE
278865100ECLECOLAB INC$28,9720.12%114,279CommonSOLE
98389B100XELXCEL ENERGY INC$28,4400.11%401,758CommonSOLE
682680103OKEONEOK INC NEW$28,1600.11%283,809CommonSOLE
001055102AFLAFLAC INC$28,1000.11%252,721CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$28,0460.11%197,200CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$27,8390.11%135,511CommonSOLE
G25508105CRHCRH PLC$27,6640.11%314,470CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$27,5880.11%328,943CommonSOLE
37045V100GMGENERAL MTRS CO$27,4110.11%582,831CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$27,3680.11%103,488CommonSOLE
806857108SLBSCHLUMBERGER LTD$27,0110.11%646,194CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$26,8730.11%157,427CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$26,5690.11%89,273CommonSOLE
126408103CSXCSX CORP$25,9660.10%882,311CommonSOLE
87612E106TGTTARGET CORP$25,6440.10%245,724CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$25,3130.10%887,245CommonSOLE
89832Q109TFCTRUIST FINL CORP$25,1410.10%610,970CommonSOLE
704326107PAYXPAYCHEX INC$25,0020.10%162,053CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$24,9470.10%109,631CommonSOLE
020002101ALLALLSTATE CORP$24,8940.10%120,221CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$24,8150.10%285,421CommonSOLE
31428X106FDXFEDEX CORP$24,7250.10%101,425CommonSOLE
571903202MARMARRIOTT INTL INC NEW$24,6890.10%103,649CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$24,6550.10%256,345CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$24,5010.10%103,445CommonSOLE
911363109URIUNITED RENTALS INC$24,4580.10%39,027CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$24,3460.10%384,006CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$24,1850.10%301,898CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$24,1510.10%392,246CommonSOLE
443201108HWMHOWMET AEROSPACE INC$24,0580.10%185,448CommonSOLE
22052L104CTVACORTEVA INC$23,8360.09%378,768CommonSOLE
16411R208LNGCHENIERE ENERGY INC$23,6570.09%102,235CommonSOLE
009066101ABNBAIRBNB INC$23,4090.09%195,957CommonSOLE
718546104PSXPHILLIPS 66$23,3300.09%188,934CommonSOLE
756109104OREALTY INCOME CORP$23,1400.09%398,901CommonSOLE
693718108PCARPACCAR INC$22,9230.09%235,422CommonSOLE
12504L109CBRECBRE GROUP INC$22,7610.09%174,044CommonSOLE
760759100RSGREPUBLIC SVCS INC$22,7480.09%93,938CommonSOLE
98138H101WDAYWORKDAY INC$22,6220.09%96,870CommonSOLE
217204106CPRTCOPART INC$22,5920.09%399,223CommonSOLE
03073E105CORCENCORA INC$22,0500.09%79,290CommonSOLE
303250104FICOFAIR ISAAC CORP$21,9290.09%11,891CommonSOLE
833034101SNASNAP ON INC$21,8050.09%64,701CommonSOLE
253868103DLRDIGITAL RLTY TR INC$21,7310.09%151,658CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$21,6640.09%72,384CommonSOLE
031100100AMEAMETEK INC$21,5950.09%125,451CommonSOLE
25746U109DDOMINION ENERGY INC$21,5070.09%383,569CommonSOLE
56585A102MPCMARATHON PETE CORP$21,4250.09%147,062CommonSOLE
59156R108METMETLIFE INC$21,2720.08%264,942CommonSOLE
311900104FASTFASTENAL CO$21,2480.08%273,990CommonSOLE
30161N101EXCEXELON CORP$21,1020.08%457,935CommonSOLE
49177J102KVUEKENVUE INC$21,0170.08%876,426CommonSOLE
833445109SNOWSNOWFLAKE INC$20,8900.08%142,926CommonSOLE
22822V101CCICROWN CASTLE INC$20,7390.08%198,970CommonSOLE
816851109SRESEMPRA$20,6920.08%289,961CommonSOLE
42809H107HESHESS CORP$20,4220.08%127,856CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$20,4210.08%253,011CommonSOLE
988498101YUMYUM BRANDS INC$20,2910.08%128,949CommonSOLE
29364G103ETRENTERGY CORP NEW$20,2470.08%236,831CommonSOLE
30034W106EVRGEVERGY INC$20,2070.08%293,073CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$20,0770.08%456,806CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$19,9930.08%161,583CommonSOLE
87612G101TRGPTARGA RES CORP$19,8460.08%98,999CommonSOLE
55354G100MSCIMSCI INC$19,6710.08%34,786CommonSOLE
384802104GWWGRAINGER W W INC$19,6700.08%19,912CommonSOLE
231021106CMICUMMINS INC$19,5990.08%62,530CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$19,4100.08%267,795CommonSOLE
023608102AEEAMEREN CORP$19,1880.08%191,119CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$19,1340.08%51,920CommonSOLE
91913Y100VLOVALERO ENERGY CORP$19,0800.08%144,472CommonSOLE
778296103ROSTROSS STORES INC$19,0390.08%148,983CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$18,9260.08%323,415CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$18,8510.07%182,666CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$18,7830.07%228,223CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$18,6920.07%546,229CommonSOLE
761152107RMDRESMED INC$18,4700.07%82,512CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$18,4190.07%246,644CommonSOLE
744320102PRUPRUDENTIAL FINL INC$18,3720.07%164,504CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$18,3250.07%219,387CommonSOLE
92840M102VSTVISTRA CORP$18,2360.07%155,277CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$18,1420.07%86,675CommonSOLE
345370860FFORD MTR CO$18,0250.07%1,797,088CommonSOLE
366651107ITGARTNER INC$17,6190.07%41,976CommonSOLE
209115104EDCONSOLIDATED EDISON INC$17,5290.07%158,503CommonSOLE
285512109EAELECTRONIC ARTS INC$17,4790.07%120,943CommonSOLE
278642103EBAYEBAY INC.$17,4710.07%257,947CommonSOLE
05464C101AXONAXON ENTERPRISE INC$17,4630.07%33,202CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$17,4260.07%227,791CommonSOLE
69331C108PCGPG&E CORP$17,1680.07%999,303CommonSOLE
74762E102QUREQUANTA SVCS INC$16,8960.07%66,472CommonSOLE
871829107SYYSYSCO CORP$16,8790.07%224,938CommonSOLE
23331A109DHID R HORTON INC$16,5110.07%129,874CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$16,3530.07%78,906CommonSOLE
925652109VICIVICI PPTYS INC$16,2530.06%498,240CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$16,2470.06%306,902CommonSOLE
219350105GLWCORNING INC$16,0590.06%350,780CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$15,9700.06%92,726CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$15,9680.06%167,645CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$15,9190.06%58,955CommonSOLE
92939U106WECWEC ENERGY GROUP INC$15,7740.06%144,744CommonSOLE
18915M107NETCLOUDFLARE INC$15,7040.06%139,356CommonSOLE
049468101TEAMATLASSIAN CORPORATION$15,6930.06%73,952CommonSOLE
922475108VEEVVEEVA SYS INC$15,6350.06%67,498CommonSOLE
45168D104IDXXIDEXX LABS INC$15,6200.06%37,195CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$15,5750.06%46,088CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$15,4830.06%96,631CommonSOLE
H2906T109GRMNGARMIN LTD$15,3870.06%70,865CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$15,3800.06%311,582CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$15,3740.06%131,426CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$15,3570.06%111,471CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$15,3540.06%26,474CommonSOLE
380237107GDDYGODADDY INC$15,3130.06%85,008CommonSOLE
G6683N103NUNU HLDGS LTD$15,2060.06%1,485,007CommonSOLE
370334104GISGENERAL MLS INC$15,0900.06%252,384CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15,0560.06%190,028CommonSOLE
550021109LULULULULEMON ATHLETICA INC$15,0520.06%53,175CommonSOLE
929740108WABWABTEC$14,9710.06%82,552CommonSOLE
45687V106IRINGERSOLL RAND INC$14,7810.06%184,695CommonSOLE
G7S00T104PNRPENTAIR PLC$14,6670.06%167,661CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$14,6470.06%88,526CommonSOLE
444859102HUMHUMANA INC$14,5990.06%55,173CommonSOLE
46266C105IQVIQVIA HLDGS INC$14,5430.06%82,492CommonSOLE
26884L109EQTEQT CORP$14,4100.06%269,690CommonSOLE
631103108NDAQNASDAQ INC$14,3000.06%188,505CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14,2940.06%191,397CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$14,2120.06%95,709CommonSOLE
929160109VMCVULCAN MATLS CO$14,1280.06%60,556CommonSOLE
15135B101CNCCENTENE CORP DEL$14,0220.06%230,971CommonSOLE
771049103RBLXROBLOX CORP$14,0100.06%240,354CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$13,9350.06%87,161CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$13,9320.06%64,914CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$13,8130.05%99,438CommonSOLE
852234103XYZBLOCK INC$13,8120.05%254,233CommonSOLE
23804L103DDOGDATADOG INC$13,7970.05%139,073CommonSOLE
294429105EFXEQUIFAX INC$13,6920.05%56,217CommonSOLE
115236101BROBROWN & BROWN INC$13,5960.05%109,291CommonSOLE
55261F104MTBM & T BK CORP$13,5940.05%76,051CommonSOLE
969904101WSMWILLIAMS SONOMA INC$13,5620.05%85,783CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$13,4830.05%264,901CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$13,4620.05%244,315CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$13,4150.05%28,057CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$13,3680.05%51,739CommonSOLE
247361702DALDELTA AIR LINES INC DEL$13,3240.05%305,590CommonSOLE
219948106CPAYCORPAY INC$13,2950.05%38,125CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$13,2190.05%72,029CommonSOLE
745867101PHMPULTE GROUP INC$13,2130.05%128,534CommonSOLE
98419M100XYLXYLEM INC$13,2110.05%110,586CommonSOLE
92276F100VTRVENTAS INC$13,1700.05%191,540CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$13,1680.05%89,264CommonSOLE
92338C103VLTOVERALTO CORP$13,1610.05%135,051CommonSOLE
233331107DTEDTE ENERGY CO$13,0810.05%94,605CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$12,9930.05%53,590CommonSOLE
443573100HUBSHUBSPOT INC$12,9550.05%22,677CommonSOLE
670346105NUENUCOR CORP$12,9180.05%107,342CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$12,7980.05%185,342CommonSOLE
770700102HOODROBINHOOD MKTS INC$12,7970.05%307,476CommonSOLE
460146103IPINTERNATIONAL PAPER CO$12,7790.05%239,526CommonSOLE
127097103CTRACOTERRA ENERGY INC$12,7190.05%440,121CommonSOLE
03662Q105AKXANSYS INC$12,6390.05%39,927CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$12,5650.05%9,483CommonSOLE
142339100CSLCARLISLE COS INC$12,5210.05%36,771CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$12,4140.05%84,675CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$12,3970.05%73,269CommonSOLE
682189105ONON SEMICONDUCTOR CORP$12,3890.05%304,463CommonSOLE
500754106KHCKRAFT HEINZ CO$12,3780.05%406,778CommonSOLE
29476L107EQREQUITY RESIDENTIAL$12,3730.05%172,860CommonSOLE
466313103JBLJABIL INC$12,3530.05%90,786CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$12,2920.05%111,654CommonSOLE
69351T106PPLPPL CORP$12,2040.05%337,976CommonSOLE
252131107DXCMDEXCOM INC$12,1940.05%178,562CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$12,1790.05%165,100CommonSOLE
316773100FITBFIFTH THIRD BANCORP$12,1200.05%309,175CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12,1060.05%323,678CommonSOLE
526057104LENLENNAR CORP$12,0810.05%105,256CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$12,0780.05%61,342CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$12,0430.05%142,740CommonSOLE
857477103STTSTATE STR CORP$11,9960.05%133,989CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$11,9430.05%79,743CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11,9190.05%1,110,827CommonSOLE
40434L105HPQHP INC$11,8790.05%428,996CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$11,8290.05%163,835CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$11,8000.05%764,731CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$11,7520.05%105,569CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$11,7480.05%242,679CommonSOLE
22266T109CPNGCOUPANG INC$11,6240.05%530,038CommonSOLE
34959J108FTVFORTIVE CORP$11,6140.05%158,709CommonSOLE
315616102FFIVF5 INC$11,5800.05%43,490CommonSOLE
693506107PPGPPG INDS INC$11,5710.05%105,816CommonSOLE
457187102INGRINGREDION INC$11,5120.05%85,145CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$11,4760.05%125,900CommonSOLE
46284V101IRMIRON MTN INC DEL$11,4640.05%133,244CommonSOLE
37940X102GPNGLOBAL PMTS INC$11,4060.05%116,483CommonSOLE
427866108HSYHERSHEY CO$11,4000.05%66,654CommonSOLE
69370C100PTCPTC INC$11,3970.05%73,551CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$11,2780.04%19,399CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$11,2530.04%9,529CommonSOLE
260557103DOWDOW INC$11,2480.04%322,109CommonSOLE
668771108GENGEN DIGITAL INC$11,2390.04%423,471CommonSOLE
88339J105TTDTHE TRADE DESK INC$11,1810.04%204,336CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11,1430.04%34,061CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$11,1410.04%53,624CommonSOLE
260003108DOVDOVER CORP$11,0250.04%62,758CommonSOLE
049560105ATOATMOS ENERGY CORP$10,9510.04%70,841CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$10,9240.04%48,275CommonSOLE
436440101HO1HOLOGIC INC$10,8970.04%176,406CommonSOLE
90384S303ULTAULTA BEAUTY INC$10,8730.04%29,663CommonSOLE
570535104MKLMARKEL GROUP INC$10,8360.04%5,796CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$10,8040.04%49,105CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$10,7240.04%105,882CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$10,7000.04%295,331CommonSOLE
92936U109WPCWP CAREY INC$10,6660.04%169,009CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$10,6590.04%236,555CommonSOLE
337932107FEFIRSTENERGY CORP$10,6500.04%263,474CommonSOLE
714046109RVTYREVVITY INC$10,6190.04%100,370CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$10,5450.04%21,187CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$10,4770.04%218,229CommonSOLE
30040W108ESEVERSOURCE ENERGY$10,4290.04%167,909CommonSOLE
146869102CVNACARVANA CO$10,3520.04%49,510CommonSOLE
172062101CINFCINCINNATI FINL CORP$10,3490.04%70,061CommonSOLE
143658300CCL1EURCARNIVAL CORP$10,3080.04%527,825CommonSOLE
92343E102VRSNVERISIGN INC$10,2710.04%40,459CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$10,2600.04%90,652CommonSOLE
281020107EIXEDISON INTL$10,2580.04%174,096CommonSOLE
406216101HALHALLIBURTON CO$10,2360.04%403,455CommonSOLE
125896100CMSCMS ENERGY CORP$10,2300.04%136,200CommonSOLE
G8473T100STESTERIS PLC$10,2230.04%45,104CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$10,2110.04%60,742CommonSOLE
35137L105FOXAFOX CORP$10,2030.04%180,263CommonSOLE
256163106DOCUDOCUSIGN INC$10,1970.04%125,267CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$10,1520.04%126,117CommonSOLE
941848103WATWATERS CORP$9,9390.04%26,967CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$9,9170.04%660,700CommonSOLE
487836108KKELLANOVA$9,8970.04%119,977CommonSOLE
12514G108CDWCDW CORP$9,8540.04%61,485CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$9,7730.04%31,702CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$9,7680.04%333,593CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$9,7600.04%5,264CommonSOLE
46187W107INVHINVITATION HOMES INC$9,7590.04%280,041CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,7400.04%255,781CommonSOLE
084423102WRBBERKLEY W R CORP$9,5690.04%134,466CommonSOLE
579780206MKCMCCORMICK & CO INC$9,4880.04%115,272CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$9,4360.04%72,263CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$9,3760.04%56,620CommonSOLE
62944T105NVRNVR INC$9,3160.04%1,286CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$9,2510.04%297,189CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9,2210.04%100,375CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$9,1810.04%273,396CommonSOLE
09062X103BIIBBIOGEN INC$9,1230.04%66,670CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$9,0820.04%117,016CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9,0350.04%415,769CommonSOLE
297178105ESSESSEX PPTY TR INC$8,9540.04%29,208CommonSOLE
504922105LHLABCORP HOLDINGS INC$8,9520.04%38,465CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$8,9050.04%53,137CommonSOLE
125269100CFCF INDS HLDGS INC$8,8450.04%113,175CommonSOLE
256677105DGDOLLAR GEN CORP NEW$8,8410.04%100,544CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$8,8150.04%92,143CommonSOLE
629377508NRGNRG ENERGY INC$8,8120.04%92,310CommonSOLE
665859104NTRSNORTHERN TR CORP$8,7460.03%88,657CommonSOLE
817565104SCISERVICE CORP INTL$8,6970.03%108,444CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$8,6370.03%95,960CommonSOLE
65473P105NINISOURCE INC$8,5690.03%213,743CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$8,5620.03%51,384CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$8,5430.03%25,936CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$8,5120.03%42,232CommonSOLE
98980G102ZSZSCALER INC$8,4590.03%42,632CommonSOLE
74935Q107RBARB GLOBAL INC$8,4040.03%83,785CommonSOLE
45784P101PODDINSULET CORP$8,3930.03%31,961CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$8,3860.03%119,126CommonSOLE
72352L106PINSPINTEREST INC$8,3850.03%270,481CommonSOLE
189054109CLXCLOROX CO DEL$8,3650.03%56,808CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$8,3320.03%34,717CommonSOLE
552848103MTGMGIC INVT CORP WIS$8,2610.03%333,377CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$8,2360.03%201,034CommonSOLE
526107107LIILENNOX INTL INC$8,2260.03%14,667CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$8,2260.03%126,395CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$8,2150.03%60,879CommonSOLE
902494103TSNTYSON FOODS INC$8,2130.03%128,715CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8,2000.03%65,560CommonSOLE
64110D104NTAPNETAPP INC$8,1590.03%92,883CommonSOLE
443510607HUBBHUBBELL INC$8,1090.03%24,505CommonSOLE
942622200WSOWATSCO INC$8,0420.03%15,821CommonSOLE
695156109PKGPACKAGING CORP AMER$8,0330.03%40,565CommonSOLE
637417106NNNNNN REIT INC$8,0050.03%187,701CommonSOLE
67059N108NTNXNUTANIX INC$7,9940.03%114,509CommonSOLE
071813109BAXBAXTER INTL INC$7,9770.03%233,035CommonSOLE
303075105FDSFACTSET RESH SYS INC$7,9110.03%17,400CommonSOLE
88033G407THCTENET HEALTHCARE CORP$7,8900.03%58,660CommonSOLE
892672106TWTRADEWEB MKTS INC$7,8850.03%53,113CommonSOLE
422806208HEI/AHEICO CORP NEW$7,8400.03%37,161CommonSOLE
679295105OKTAOKTA INC$7,7940.03%74,072CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$7,7920.03%41,469CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$7,7640.03%226,740CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$7,7610.03%69,412CommonSOLE
00508Y102AYIACUITY INC$7,7080.03%29,269CommonSOLE
29084Q100EMEEMCOR GROUP INC$7,6960.03%20,822CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$7,6950.03%396,242CommonSOLE
540424108LLOEWS CORP$7,6660.03%83,404CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$7,6630.03%63,729CommonSOLE
G02602103DOXAMDOCS LTD$7,6240.03%83,322CommonSOLE
372460105GPCGENUINE PARTS CO$7,5830.03%63,645CommonSOLE
018802108LNTALLIANT ENERGY CORP$7,5450.03%117,249CommonSOLE
216648501COOCOOPER COS INC$7,5340.03%89,313CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$7,5100.03%105,220CommonSOLE
876030107TPRTAPESTRY INC$7,4880.03%106,343CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$7,4480.03%142,986CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$7,4370.03%33,219CommonSOLE
866674104SUISUN CMNTYS INC$7,4200.03%57,683CommonSOLE
632307104NTRANATERA INC$7,4100.03%52,400CommonSOLE
89400J107TRUTRANSUNION$7,3690.03%88,799CommonSOLE
147528103CASYCASEYS GEN STORES INC$7,3510.03%16,936CommonSOLE
681919106OMCOMNICOM GROUP INC$7,3440.03%88,582CommonSOLE
896239100TRMBTRIMBLE INC$7,3160.03%111,442CommonSOLE
25754A201DPZDOMINOS PIZZA INC$7,3100.03%15,911CommonSOLE
G3922B107GGENPACT LIMITED$7,2870.03%144,634CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$7,2580.03%78,458CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$7,2000.03%42,847CommonSOLE
086516101BBYBEST BUY INC$7,1750.03%97,476CommonSOLE
277432100EMNEASTMAN CHEM CO$7,1490.03%81,137CommonSOLE
759509102RSRELIANCE INC$7,1100.03%24,625CommonSOLE
G3223R108EGEVEREST GROUP LTD$7,0620.03%19,436CommonSOLE
257651109DCIDONALDSON INC$7,0600.03%105,279CommonSOLE
38526M106LOPEGRAND CANYON ED INC$7,0410.03%40,694CommonSOLE
058498106BALLBALL CORP$7,0330.03%135,070CommonSOLE
888787108TOSTTOAST INC$7,0260.03%211,804CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$7,0170.03%37,454CommonSOLE
596278101MIDDMIDDLEBY CORP$6,9700.03%45,859CommonSOLE
518439104ELLAUDER ESTEE COS INC$6,9640.03%105,511CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$6,9560.03%66,907CommonSOLE
256746108DLTRDOLLAR TREE INC$6,9470.03%92,542CommonSOLE
122017106BURLBURLINGTON STORES INC$6,9140.03%29,012CommonSOLE
775711104ROLROLLINS INC$6,9090.03%127,865CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$6,8870.03%60,358CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$6,8810.03%207,192CommonSOLE

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.