MondegarAI
Treasurer of the State of North Carolina

Q2 2025 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2025-08-14 · accession 0001761054-25-000007

$31.2M
Reported value
1,015
Positions
2025-06-30
Period end
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The Brief · Treasurer of the State of North Carolina · Q2 2025

AI · grounded in 13F

Treasurer of the State of North Carolina established a new position in NVDA valued at $1.87M. The fund also initiated new stakes in MSFT for $1.86M and AAPL for $1.55M. Additional new positions include AMZN at $1.12M and META at $868K.

Holdings as filed

First 500 of 1015

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.9M6.01%11,866,293CommonSOLE
594918104MSFTMICROSOFT CORP$1.9M5.97%3,740,981CommonSOLE
037833100AAPLAPPLE INC$1.6M4.97%7,559,755CommonSOLE
023135106AMZNAMAZON COM INC$1.1M3.59%5,098,001CommonSOLE
30303M102METAMETA PLATFORMS INC$868,0822.78%1,176,119CommonSOLE
11135F101AVGOBROADCOM INC$712,4322.28%2,584,554CommonSOLE
02079K305GOOGLALPHABET INC$549,5581.76%3,118,411CommonSOLE
88160R101TSLATESLA INC$475,0481.52%1,495,462CommonSOLE
02079K107GOOGALPHABET INC$451,0381.45%2,542,637CommonSOLE
464287655IWMISHARES TR$435,0301.40%2,015,990CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$418,5421.34%861,606CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$376,1231.21%1,297,377CommonSOLE
92826C839VVISA INC$340,8981.09%960,140CommonSOLE
532457108LLYELI LILLY & CO$331,0891.06%424,729CommonSOLE
64110L106NFLXNETFLIX INC$303,5070.97%226,645CommonSOLE
742718109PGPROCTER AND GAMBLE CO$257,9060.83%1,618,790CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$242,8460.78%432,156CommonSOLE
68389X105ORCLORACLE CORP$232,0780.74%1,061,510CommonSOLE
30231G102XOMEXXON MOBIL CORP$218,2150.70%2,024,259CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$205,2600.66%207,346CommonSOLE
17275R102CSCOCISCO SYS INC$205,0060.66%2,954,823CommonSOLE
931142103WMTWALMART INC$198,7280.64%2,032,400CommonSOLE
478160104JNJJOHNSON & JOHNSON$188,6380.60%1,234,945CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$181,6250.58%616,139CommonSOLE
437076102HDHOME DEPOT INC$170,5300.55%465,115CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$160,6200.52%1,178,259CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$155,2850.50%497,757CommonSOLE
718172109PMPHILIP MORRIS INTL INC$154,5610.50%848,630CommonSOLE
00287Y109ABBVABBVIE INC$153,6160.49%827,581CommonSOLE
060505104BACBANK AMERICA CORP$151,6080.49%3,203,893CommonSOLE
461202103INTUINTUIT$135,9500.44%172,607CommonSOLE
002824100ABTABBOTT LABS$131,0530.42%963,555CommonSOLE
191216100KOCOCA COLA CO$128,5290.41%1,816,664CommonSOLE
369604301GEGE AEROSPACE$126,4380.41%491,233CommonSOLE
747525103QCOMQUALCOMM INC$125,1440.40%785,784CommonSOLE
882508104TXNTEXAS INSTRS INC$122,0290.39%587,752CommonSOLE
949746101WMT2WELLS FARGO CO NEW$121,9680.39%1,522,313CommonSOLE
79466L302CRMSALESFORCE INC$118,9320.38%436,143CommonSOLE
254687106DISDISNEY WALT CO$115,7140.37%933,106CommonSOLE
81762P102NOWSERVICENOW INC$113,7330.36%110,627CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$113,1620.36%19,547CommonSOLE
166764100CVXCHEVRON CORP NEW$109,1030.35%761,948CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$106,7520.34%752,304CommonSOLE
025816109AXPAMERICAN EXPRESS CO$104,9360.34%328,973CommonSOLE
G54950103LINLINDE PLC$102,9260.33%219,374CommonSOLE
482480100KLACKLA CORP$100,6940.32%112,414CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$100,6680.32%142,237CommonSOLE
580135101MCDMCDONALDS CORP$97,5660.31%333,936CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$96,3670.31%312,473CommonSOLE
00206R102TAT&T INC$94,8330.30%3,276,899CommonSOLE
58933Y105MRKMERCK & CO INC$93,1740.30%1,177,028CommonSOLE
09290D101BLKBLACKROCK INC$92,7990.30%88,443CommonSOLE
032654105ADIANALOG DEVICES INC$91,5220.29%384,515CommonSOLE
00724F101ADBEADOBE INC$91,3330.29%236,077CommonSOLE
75513E101RTXRTX CORPORATION$91,2610.29%624,991CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$90,5940.29%166,713CommonSOLE
20030N101CMCSACOMCAST CORP NEW$90,5760.29%2,537,850CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$90,0520.29%423,255CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$87,7490.28%940,503CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$87,4030.28%292,424CommonSOLE
G5960L103MDTMEDTRONIC PLC$87,3380.28%1,001,922CommonSOLE
595112103MUMICRON TECHNOLOGY INC$86,4560.28%701,469CommonSOLE
375558103GILDGILEAD SCIENCES INC$85,5120.27%771,282CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$85,3700.27%1,972,968CommonSOLE
713448108PEPPEPSICO INC$84,5240.27%640,136CommonSOLE
149123101CATCATERPILLAR INC$83,9710.27%216,302CommonSOLE
717081103PFEPFIZER INC$76,5370.25%3,157,484CommonSOLE
617446448MSMORGAN STANLEY$75,7840.24%538,006CommonSOLE
78409V104SPGIS&P GLOBAL INC$75,6360.24%143,442CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$74,0630.24%689,534CommonSOLE
172967424CCITIGROUP INC$73,6600.24%865,361CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$73,2920.24%358,151CommonSOLE
743315103PGRPROGRESSIVE CORP$73,0510.23%273,741CommonSOLE
12572Q105CMECME GROUP INC$72,7500.23%263,952CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$72,7400.23%797,239CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$71,5280.23%176,412CommonSOLE
097023105BABOEING CO$70,9310.23%338,523CommonSOLE
031162100AMGNAMGEN INC$70,1550.22%251,264CommonSOLE
438516106HONHONEYWELL INTL INC$70,0310.22%300,715CommonSOLE
038222105AMATAPPLIED MATLS INC$69,4430.22%379,324CommonSOLE
512807306LRCXLAM RESEARCH CORP$68,0050.22%698,631CommonSOLE
36828A101GEVGE VERNOVA INC$67,5800.22%127,715CommonSOLE
65339F101NEENEXTERA ENERGY INC$66,8750.21%963,336CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$66,4120.21%117,162CommonSOLE
G29183103ETNEATON CORP PLC$65,3530.21%183,068CommonSOLE
872540109TJXTJX COS INC NEW$64,5250.21%522,515CommonSOLE
907818108UNPUNION PAC CORP$64,2780.21%279,374CommonSOLE
20825C104COPCONOCOPHILLIPS$63,9860.21%713,010CommonSOLE
863667101SYKSTRYKER CORPORATION$63,6130.20%160,789CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$61,1140.20%195,165CommonSOLE
235851102DHRDANAHER CORPORATION$58,8720.19%298,025CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$58,1060.19%114,088CommonSOLE
548661107LOWLOWES COS INC$58,0900.19%261,820CommonSOLE
244199105DEDEERE & CO$58,0370.19%114,136CommonSOLE
03076C106AMPAMERIPRISE FINL INC$57,1870.18%107,146CommonSOLE
032095101APHAMPHENOL CORP NEW$55,6230.18%563,266CommonSOLE
34959E109FTNTFORTINET INC$55,4030.18%524,053CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$55,2190.18%343,488CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$55,1370.18%71,855CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$54,1650.17%600,960CommonSOLE
02209S103MOALTRIA GROUP INC$53,7840.17%917,347CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$53,4840.17%120,134CommonSOLE
594972408MSTRMICROSTRATEGY INC$52,2850.17%129,344CommonSOLE
09260D107BXBLACKSTONE INC$51,1430.16%341,912CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$50,7840.16%683,313CommonSOLE
872590104TMUST-MOBILE US INC$50,5450.16%212,141CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$50,4070.16%230,547CommonSOLE
H1467J104CBCHUBB LIMITED$50,3670.16%173,847CommonSOLE
040413205ANETARISTA NETWORKS INC$49,3030.16%481,903CommonSOLE
125523100CITHE CIGNA GROUP$49,2040.16%148,840CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$48,8940.16%266,496CommonSOLE
03831W108APPAPPLOVIN CORP$48,7270.16%139,189CommonSOLE
855244109SBUXSTARBUCKS CORP$48,6850.16%531,326CommonSOLE
052769106ADSKAUTODESK INC$48,6160.16%157,043CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$48,2950.15%218,511CommonSOLE
031100100AMEAMETEK INC$47,9640.15%265,054CommonSOLE
501044101KRKROGER CO$47,6840.15%664,777CommonSOLE
40412C101HCAHCA HEALTHCARE INC$47,3780.15%123,669CommonSOLE
172908105CTASCINTAS CORP$47,2910.15%212,192CommonSOLE
842587107SOSOUTHERN CO$47,2680.15%514,736CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$47,2240.15%146,312CommonSOLE
95040Q104WELLWELLTOWER INC$47,0500.15%306,059CommonSOLE
770700102HOODROBINHOOD MKTS INC$46,9810.15%501,777CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$46,3670.15%1,069,594CommonSOLE
458140100INTCINTEL CORP$45,7280.15%2,041,434CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$45,5520.15%104,140CommonSOLE
74340W103PLDPROLOGIS INC.$45,5500.15%433,312CommonSOLE
98389B100XELXCEL ENERGY INC$45,2170.14%663,982CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$45,1810.14%97,554CommonSOLE
30034W106EVRGEVERGY INC$44,8840.14%651,157CommonSOLE
316773100FITBFIFTH THIRD BANCORP$44,6290.14%1,085,063CommonSOLE
337738108FISVFISERV INC$44,4360.14%257,736CommonSOLE
651639106NEMNEWMONT CORP$44,4060.14%762,203CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$44,0690.14%952,013CommonSOLE
833034101SNASNAP ON INC$43,7520.14%140,601CommonSOLE
053332102AZOAUTOZONE INC$43,6670.14%11,763CommonSOLE
58155Q103MCKMCKESSON CORP$42,9580.14%58,623CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$42,8830.14%363,415CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$42,6110.14%410,669CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$42,3250.14%135,876CommonSOLE
911363109URIUNITED RENTALS INC$42,2330.14%56,057CommonSOLE
48251W104KKRKKR & CO INC$42,1430.14%316,792CommonSOLE
701094104PHPARKER-HANNIFIN CORP$41,9960.13%60,126CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$41,3800.13%455,227CommonSOLE
315616102FFIVF5 INC$41,3660.13%140,547CommonSOLE
25809K105DASHDOORDASH INC$41,3160.13%167,602CommonSOLE
036752103ELVELEVANCE HEALTH INC$41,0910.13%105,643CommonSOLE
609207105MDLZMONDELEZ INTL INC$40,8170.13%605,228CommonSOLE
37045V100GMGENERAL MTRS CO$40,7370.13%827,829CommonSOLE
126650100CVSCVS HEALTH CORP$40,3580.13%585,073CommonSOLE
311900104FASTFASTENAL CO$40,3410.13%960,496CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$39,6000.13%478,265CommonSOLE
94106L109WMWASTE MGMT INC DEL$39,5440.13%172,815CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$39,2770.13%127,460CommonSOLE
893641100TDGTRANSDIGM GROUP INC$39,2640.13%25,821CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$39,1450.13%429,924CommonSOLE
369550108GDGENERAL DYNAMICS CORP$38,6290.12%132,444CommonSOLE
654106103NKENIKE INC$38,3960.12%540,489CommonSOLE
88579Y101MMM3M CO$38,3210.12%251,713CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$37,9240.12%118,467CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$37,4140.12%108,964CommonSOLE
22052L104CTVACORTEVA INC$37,3690.12%501,402CommonSOLE
871607107SNPSSYNOPSYS INC$36,9620.12%72,095CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$36,6980.12%284,655CommonSOLE
615369105MCOMOODYS CORP$36,4230.12%72,615CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$36,3370.12%544,452CommonSOLE
29444U700EQIXEQUINIX INC$36,3130.12%45,650CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$36,0870.12%651,274CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$36,0810.12%68,726CommonSOLE
969457100WMBWILLIAMS COS INC$35,7340.11%568,928CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$35,1840.11%626,606CommonSOLE
291011104EMREMERSON ELEC CO$35,1040.11%263,288CommonSOLE
G0403H108AONAON PLC$34,9920.11%98,084CommonSOLE
443201108HWMHOWMET AEROSPACE INC$34,8650.11%187,318CommonSOLE
G7S00T104PNRPENTAIR PLC$34,7370.11%338,368CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$34,6090.11%342,866CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$34,4130.11%384,629CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$34,4090.11%184,579CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$33,8450.11%136,884CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$33,7750.11%96,365CommonSOLE
902973304USBUS BANCORP DEL$33,0150.11%729,604CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$32,7280.10%77,838CommonSOLE
833445109SNOWSNOWFLAKE INC$32,6720.10%146,006CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$32,5720.10%308,393CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$32,5150.10%79,536CommonSOLE
98978V103ZTSZOETIS INC$32,5090.10%208,458CommonSOLE
925652109VICIVICI PPTYS INC$31,8430.10%976,778CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$31,6710.10%63,344CommonSOLE
278865100ECLECOLAB INC$31,4070.10%116,565CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$31,2560.10%403,818CommonSOLE
26875P101EOGEOG RES INC$30,8570.10%257,977CommonSOLE
92840M102VSTVISTRA CORP$30,6290.10%158,037CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$30,4660.10%334,388CommonSOLE
009158106APDAIR PRODS & CHEMS INC$29,2710.09%103,777CommonSOLE
12504L109CBRECBRE GROUP INC$29,2450.09%208,717CommonSOLE
G25508105CRHCRH PLC$29,0840.09%316,818CommonSOLE
571903202MARMARRIOTT INTL INC NEW$29,0510.09%106,331CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$29,0190.09%108,953CommonSOLE
05464C101AXONAXON ENTERPRISE INC$28,8480.09%34,843CommonSOLE
126408103CSXCSX CORP$28,6130.09%876,889CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$28,2540.09%105,605CommonSOLE
18915M107NETCLOUDFLARE INC$28,2290.09%144,152CommonSOLE
704326107PAYXPAYCHEX INC$28,0730.09%192,998CommonSOLE
380237107GDDYGODADDY INC$28,0160.09%155,593CommonSOLE
771049103RBLXROBLOX CORP$27,6900.09%263,213CommonSOLE
457187102INGRINGREDION INC$27,6610.09%203,957CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$27,5370.09%376,242CommonSOLE
253868103DLRDIGITAL RLTY TR INC$27,4690.09%157,567CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$27,3230.09%192,589CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$27,0040.09%105,497CommonSOLE
87612E106TGTTARGET CORP$26,9100.09%272,787CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$26,8390.09%218,864CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$26,7070.09%908,405CommonSOLE
29364G103ETRENTERGY CORP NEW$26,5910.09%319,909CommonSOLE
89832Q109TFCTRUIST FINL CORP$26,3100.08%612,012CommonSOLE
009066101ABNBAIRBNB INC$26,2910.08%198,659CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$26,1750.08%35,789CommonSOLE
74762E102QUREQUANTA SVCS INC$26,0080.08%68,790CommonSOLE
303250104FICOFAIR ISAAC CORP$25,6590.08%14,037CommonSOLE
03073E105CORCENCORA INC$25,6470.08%85,534CommonSOLE
783549108RRYDER SYS INC$25,4780.08%160,242CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$25,2980.08%341,548CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$25,2840.08%317,522CommonSOLE
668771108GENGEN DIGITAL INC$25,1950.08%856,970CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$25,0980.08%537,659CommonSOLE
16411R208LNGCHENIERE ENERGY INC$25,0920.08%103,040CommonSOLE
020002101ALLALLSTATE CORP$24,8160.08%123,272CommonSOLE
143658300CCL1EURCARNIVAL CORP$24,3090.08%864,479CommonSOLE
278642103EBAYEBAY INC.$24,2500.08%325,678CommonSOLE
56585A102MPCMARATHON PETE CORP$24,1800.08%145,569CommonSOLE
98138H101WDAYWORKDAY INC$24,1230.08%100,513CommonSOLE
756109104OREALTY INCOME CORP$24,0350.08%417,202CommonSOLE
001055102AFLAFLAC INC$23,9970.08%227,550CommonSOLE
682680103OKEONEOK INC NEW$23,8280.08%291,907CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$23,7540.08%119,754CommonSOLE
92343E102VRSNVERISIGN INC$23,4770.08%81,292CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$23,3870.07%81,840CommonSOLE
G02602103DOXAMDOCS LTD$23,3650.07%256,081CommonSOLE
760759100RSGREPUBLIC SVCS INC$23,3360.07%94,626CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$23,3340.07%272,626CommonSOLE
31428X106FDXFEDEX CORP$23,1150.07%101,691CommonSOLE
816851109SRESEMPRA$23,1040.07%304,928CommonSOLE
075887109BDXBECTON DICKINSON & CO$23,0170.07%133,625CommonSOLE
969904101WSMWILLIAMS SONOMA INC$22,9730.07%140,618CommonSOLE
693718108PCARPACCAR INC$22,8860.07%240,749CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$22,8210.07%177,719CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$22,8050.07%104,728CommonSOLE
366651107ITGARTNER INC$22,7450.07%56,270CommonSOLE
718546104PSXPHILLIPS 66$22,7190.07%190,433CommonSOLE
25746U109DDOMINION ENERGY INC$22,5330.07%398,677CommonSOLE
247361702DALDELTA AIR LINES INC DEL$22,4250.07%455,985CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$22,0590.07%1,078,677CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$21,8830.07%87,238CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$21,6470.07%73,774CommonSOLE
384802104GWWGRAINGER W W INC$21,5240.07%20,691CommonSOLE
806857108SLBSCHLUMBERGER LTD$21,4780.07%635,441CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$21,2970.07%167,868CommonSOLE
90384S303ULTAULTA BEAUTY INC$21,1530.07%45,217CommonSOLE
59156R108METMETLIFE INC$21,1350.07%262,811CommonSOLE
231021106CMICUMMINS INC$21,0550.07%64,289CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$21,0280.07%268,860CommonSOLE
682189105ONON SEMICONDUCTOR CORP$20,9650.07%400,011CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$20,8330.07%115,977CommonSOLE
22822V101CCICROWN CASTLE INC$20,8210.07%202,676CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$20,7850.07%266,537CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$20,6090.07%122,177CommonSOLE
30161N101EXCEXELON CORP$20,5020.07%472,175CommonSOLE
G6683N103NUNU HLDGS LTD$20,4630.07%1,491,469CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$20,4120.07%325,863CommonSOLE
745867101PHMPULTE GROUP INC$20,3990.07%193,432CommonSOLE
552848103MTGMGIC INVT CORP WIS$20,3190.07%729,857CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$20,3060.07%83,614CommonSOLE
217204106CPRTCOPART INC$20,2700.06%413,083CommonSOLE
55354G100MSCIMSCI INC$20,2610.06%35,130CommonSOLE
45168D104IDXXIDEXX LABS INC$20,2170.06%37,694CommonSOLE
146869102CVNACARVANA CO$20,2130.06%59,986CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$20,0250.06%245,977CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$20,0000.06%604,962CommonSOLE
922475108VEEVVEEVA SYS INC$19,8560.06%68,950CommonSOLE
466313103JBLJABIL INC$19,8030.06%90,800CommonSOLE
345370860FFORD MTR CO$19,7860.06%1,823,614CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$19,6370.06%233,269CommonSOLE
91913Y100VLOVALERO ENERGY CORP$19,6000.06%145,810CommonSOLE
831865209AOSSMITH A O CORP$19,5150.06%297,615CommonSOLE
285512109EAELECTRONIC ARTS INC$19,4580.06%121,840CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$19,3980.06%204,208CommonSOLE
23804L103DDOGDATADOG INC$19,3580.06%144,106CommonSOLE
988498101YUMYUM BRANDS INC$19,2940.06%130,205CommonSOLE
929740108WABWABTEC$19,2810.06%92,097CommonSOLE
778296103ROSTROSS STORES INC$19,2000.06%150,491CommonSOLE
219350105GLWCORNING INC$19,1810.06%364,719CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$19,0120.06%58,304CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$18,9540.06%112,824CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$18,9380.06%525,629CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$18,9250.06%96,177CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$18,7110.06%510,528CommonSOLE
92936U109WPCWP CAREY INC$18,7090.06%299,915CommonSOLE
49177J102KVUEKENVUE INC$18,5790.06%887,672CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$18,4990.06%231,935CommonSOLE
29977A105EVREVERCORE INC$18,4130.06%68,191CommonSOLE
42809H107HESHESS CORP$18,2890.06%132,009CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$18,2790.06%184,604CommonSOLE
35137L105FOXAFOX CORP$18,2480.06%325,619CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$18,2100.06%148,535CommonSOLE
256746108DLTRDOLLAR TREE INC$18,2010.06%183,770CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$17,9960.06%230,625CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$17,9840.06%77,113CommonSOLE
40434L105HPQHP INC$17,8940.06%731,574CommonSOLE
744320102PRUPRUDENTIAL FINL INC$17,7990.06%165,663CommonSOLE
714046109RVTYREVVITY INC$17,7780.06%183,805CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$17,7620.06%463,266CommonSOLE
920253101VMIVALMONT INDS INC$17,6500.06%54,047CommonSOLE
761152107RMDRESMED INC$17,5960.06%68,200CommonSOLE
92338C103VLTOVERALTO CORP$17,5680.06%174,029CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$17,5590.06%52,861CommonSOLE
87612G101TRGPTARGA RES CORP$17,4640.06%100,321CommonSOLE
22266T109CPNGCOUPANG INC$17,3760.06%579,979CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$17,3480.06%246,530CommonSOLE
852234103XYZBLOCK INC$17,2800.06%254,384CommonSOLE
631103108NDAQNASDAQ INC$17,2260.06%192,645CommonSOLE
00508Y102AYIACUITY INC$17,1750.06%57,570CommonSOLE
871829107SYYSYSCO CORP$17,1660.06%226,648CommonSOLE
759509102RSRELIANCE INC$17,1390.05%54,600CommonSOLE
209115104EDCONSOLIDATED EDISON INC$16,8970.05%168,377CommonSOLE
784117103SEICSEI INVTS CO$16,7440.05%186,329CommonSOLE
23331A109DHID R HORTON INC$16,5230.05%128,163CommonSOLE
637417106NNNNNN REIT INC$16,3380.05%378,377CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$16,2520.05%204,613CommonSOLE
464287200IVVISHARES TR$16,2440.05%26,162CommonSOLE
26884L109EQTEQT CORP$16,2420.05%278,490CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$16,2000.05%288,969CommonSOLE
929160109VMCVULCAN MATLS CO$16,1060.05%61,751CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$16,0200.05%104,452CommonSOLE
125269100CFCF INDS HLDGS INC$15,9500.05%173,372CommonSOLE
252131107DXCMDEXCOM INC$15,9430.05%182,646CommonSOLE
H2906T109GRMNGARMIN LTD$15,8900.05%76,133CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$15,8190.05%225,209CommonSOLE
384109104GGGGRACO INC$15,7270.05%182,933CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$15,7080.05%133,109CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15,6830.05%195,062CommonSOLE
45687V106IRINGERSOLL RAND INC$15,6820.05%188,528CommonSOLE
92939U106WECWEC ENERGY GROUP INC$15,5460.05%149,196CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$15,5430.05%54,090CommonSOLE
817565104SCISERVICE CORP INTL$15,5080.05%190,518CommonSOLE
172755100CRUSCIRRUS LOGIC INC$15,4050.05%147,760CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$15,3980.05%77,842CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$15,3760.05%28,009CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$15,3570.05%343,177CommonSOLE
049468101TEAMATLASSIAN CORPORATION$15,3550.05%75,605CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$15,2230.05%87,893CommonSOLE
88033G407THCTENET HEALTHCARE CORP$15,1060.05%85,831CommonSOLE
199908104FIXCOMFORT SYS USA INC$15,0390.05%28,046CommonSOLE
88339J105TTDTHE TRADE DESK INC$15,0060.05%208,451CommonSOLE
294429105EFXEQUIFAX INC$15,0000.05%57,834CommonSOLE
629377508NRGNRG ENERGY INC$14,8660.05%92,577CommonSOLE
256163106DOCUDOCUSIGN INC$14,7350.05%189,178CommonSOLE
55261F104MTBM & T BK CORP$14,7330.05%75,945CommonSOLE
98419M100XYLXYLEM INC$14,7040.05%113,669CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$14,5090.05%98,407CommonSOLE
03662Q105AKXANSYS INC$14,3810.05%40,947CommonSOLE
98980G102ZSZSCALER INC$14,3200.05%45,613CommonSOLE
857477103STTSTATE STR CORP$14,3070.05%134,540CommonSOLE
69331C108PCGPG&E CORP$14,2770.05%1,024,150CommonSOLE
115236101BROBROWN & BROWN INC$14,2730.05%128,735CommonSOLE
G3922B107GGENPACT LIMITED$14,2630.05%324,088CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$14,1900.05%46,297CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$14,1280.05%87,051CommonSOLE
46284V101IRMIRON MTN INC DEL$14,0570.05%137,047CommonSOLE
50212V100LPLALPL FINL HLDGS INC$13,9570.04%37,221CommonSOLE
670346105NUENUCOR CORP$13,8980.04%107,289CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$13,8880.04%13,147CommonSOLE
257651109DCIDONALDSON INC$13,7850.04%198,771CommonSOLE
444859102HUMHUMANA INC$13,7850.04%56,387CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$13,5180.04%66,428CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$13,4120.04%195,532CommonSOLE
370334104GISGENERAL MLS INC$13,2530.04%255,800CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$13,2300.04%54,439CommonSOLE
443573100HUBSHUBSPOT INC$13,2220.04%23,754CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$13,2170.04%314,605CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$13,1870.04%54,288CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$13,1700.04%80,371CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$13,1040.04%248,328CommonSOLE
46266C105IQVIQVIA HLDGS INC$12,8970.04%81,842CommonSOLE
92276F100VTRVENTAS INC$12,8700.04%203,808CommonSOLE
233331107DTEDTE ENERGY CO$12,8210.04%96,788CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12,7340.04%400,310CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$12,6920.04%70,066CommonSOLE
38526M106LOPEGRAND CANYON ED INC$12,6910.04%67,148CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$12,6560.04%90,976CommonSOLE
15135B101CNCCENTENE CORP DEL$12,5900.04%231,938CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$12,2390.04%89,077CommonSOLE
127097103CTRACOTERRA ENERGY INC$12,2130.04%481,192CommonSOLE
596278101MIDDMIDDLEBY CORP$12,1940.04%84,678CommonSOLE
023608102AEEAMEREN CORP$12,1060.04%126,054CommonSOLE
693506107PPGPPG INDS INC$12,0760.04%106,161CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$12,0040.04%102,649CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11,9410.04%1,041,993CommonSOLE
29476L107EQREQUITY RESIDENTIAL$11,9400.04%176,918CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$11,9200.04%20,107CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$11,8950.04%54,574CommonSOLE
526057104LENLENNAR CORP$11,8000.04%106,677CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$11,7850.04%223,280CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$11,7800.04%50,162CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$11,7550.04%239,851CommonSOLE
256677105DGDOLLAR GEN CORP NEW$11,7370.04%102,610CommonSOLE
69351T106PPLPPL CORP$11,7170.04%345,726CommonSOLE
35137L204FOXFOX CORP$11,6900.04%226,415CommonSOLE
550021109LULULULULEMON ATHLETICA INC$11,6810.04%49,165CommonSOLE
570535104MKLMARKEL GROUP INC$11,6170.04%5,816CommonSOLE
260003108DOVDOVER CORP$11,6060.04%63,343CommonSOLE
65249B208NWSNEWS CORP NEW$11,5780.04%337,440CommonSOLE
460146103IPINTERNATIONAL PAPER CO$11,4650.04%244,826CommonSOLE
665859104NTRSNORTHERN TR CORP$11,4520.04%90,326CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$11,4180.04%9,720CommonSOLE
049560105ATOATMOS ENERGY CORP$11,3920.04%73,919CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$11,3230.04%675,571CommonSOLE
427866108HSYHERSHEY CO$11,2920.04%68,047CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$11,1870.04%115,506CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$11,1840.04%73,931CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$11,1830.04%304,377CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$11,1250.04%21,715CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$11,0570.04%115,050CommonSOLE
29084Q100EMEEMCOR GROUP INC$11,0510.04%20,661CommonSOLE
G8473T100STESTERIS PLC$11,0170.04%45,861CommonSOLE
093671105HRBBLOCK H & R INC$10,9810.04%200,058CommonSOLE
12514G108CDWCDW CORP$10,9750.04%61,451CommonSOLE
30040W108ESEVERSOURCE ENERGY$10,9180.04%171,619CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$10,7220.03%235,290CommonSOLE
172062101CINFCINCINNATI FINL CORP$10,7160.03%71,960CommonSOLE
26210C104DBXDROPBOX INC$10,6390.03%371,982CommonSOLE
219948106CPAYCORPAY INC$10,5330.03%31,742CommonSOLE
30161Q104EXELEXELIXIS INC$10,5100.03%238,460CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$10,5010.03%243,369CommonSOLE
084423102WRBBERKLEY W R CORP$10,4210.03%141,847CommonSOLE
958102105WDCWESTERN DIGITAL CORP$10,3460.03%161,689CommonSOLE
487836108KKELLANOVA$10,3220.03%129,782CommonSOLE
337932107FEFIRSTENERGY CORP$10,3200.03%256,323CommonSOLE
500754106KHCKRAFT HEINZ CO$10,2980.03%398,838CommonSOLE
45784P101PODDINSULET CORP$10,2900.03%32,752CommonSOLE
632307104NTRANATERA INC$10,2460.03%60,651CommonSOLE
504922105LHLABCORP HOLDINGS INC$10,2460.03%39,032CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$10,2390.03%97,983CommonSOLE
443510607HUBBHUBBELL INC$10,2050.03%24,987CommonSOLE
05561Q201BOKFBOK FINL CORP$10,1500.03%103,962CommonSOLE
64110D104NTAPNETAPP INC$10,1090.03%94,876CommonSOLE
103304101BYDBOYD GAMING CORP$10,0630.03%128,632CommonSOLE
277432100EMNEASTMAN CHEM CO$10,0300.03%134,349CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$10,0190.03%151,140CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9,9290.03%61,037CommonSOLE
72352L106PINSPINTEREST INC$9,8950.03%275,922CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$9,8740.03%178,620CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9,8700.03%419,652CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9,8600.03%102,178CommonSOLE
G0250X107AMCRAMCOR PLC$9,7690.03%1,063,001CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$9,7440.03%59,984CommonSOLE
G98239109XPXP INC$9,7270.03%481,531CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$9,7150.03%713,299CommonSOLE
941848103WATWATERS CORP$9,7090.03%27,815CommonSOLE
62944T105NVRNVR INC$9,6460.03%1,306CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$9,6290.03%224,494CommonSOLE
125896100CMSCMS ENERGY CORP$9,6270.03%138,959CommonSOLE
69370C100PTCPTC INC$9,6010.03%55,707CommonSOLE
68268W103OMFONEMAIN HLDGS INC$9,4960.03%166,593CommonSOLE
546347105LPXLOUISIANA PAC CORP$9,4820.03%110,266CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$9,3960.03%59,561CommonSOLE
46187W107INVHINVITATION HOMES INC$9,3750.03%285,813CommonSOLE
888787108TOSTTOAST INC$9,3460.03%211,016CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$9,2100.03%39,117CommonSOLE
74935Q107RBARB GLOBAL INC$9,1950.03%86,586CommonSOLE
281020107EIXEDISON INTL$9,1870.03%178,041CommonSOLE
37940X102GPNGLOBAL PMTS INC$9,1280.03%114,049CommonSOLE
67059N108NTNXNUTANIX INC$9,1090.03%119,161CommonSOLE
422806208HEI/AHEICO CORP NEW$9,0640.03%35,029CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$9,0450.03%496,686CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$9,0060.03%4,603CommonSOLE
579780206MKCMCCORMICK & CO INC$8,9670.03%118,270CommonSOLE
Y2573F102FLEXFLEX LTD$8,8880.03%178,050CommonSOLE
576485205MTDRMATADOR RES CO$8,8670.03%185,819CommonSOLE
65473P105NINISOURCE INC$8,8660.03%219,793CommonSOLE
518439104ELLAUDER ESTEE COS INC$8,8220.03%109,179CommonSOLE
147528103CASYCASEYS GEN STORES INC$8,8160.03%17,278CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$8,8020.03%119,674CommonSOLE
260557103DOWDOW INC$8,7520.03%330,532CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$8,6970.03%338,551CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$8,6660.03%125,336CommonSOLE
683344105ONTOONTO INNOVATION INC$8,5940.03%85,145CommonSOLE
526107107LIILENNOX INTL INC$8,5910.03%14,987CommonSOLE
127190304CACICACI INTL INC$8,5900.03%18,019CommonSOLE
231561101CWCURTISS WRIGHT CORP$8,5760.03%17,555CommonSOLE
09062X103BIIBBIOGEN INC$8,5710.03%68,242CommonSOLE
23918K108DVADAVITA INC$8,4920.03%59,614CommonSOLE
876030107TPRTAPESTRY INC$8,4820.03%96,600CommonSOLE
896239100TRMBTRIMBLE INC$8,4550.03%111,284CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$8,4370.03%92,505CommonSOLE
297178105ESSESSEX PPTY TR INC$8,4360.03%29,767CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8,4000.03%65,621CommonSOLE
457669307INSMINSMED INC$8,3920.03%83,390CommonSOLE
74624M102PPURE STORAGE INC$8,3540.03%145,080CommonSOLE
90353W103UIUBIQUITI INC$8,3290.03%20,234CommonSOLE
34959J108FTVFORTIVE CORP$8,2670.03%158,577CommonSOLE

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.