MondegarAI
Treasurer of the State of North Carolina

Q3 2025 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2025-11-13 · accession 0001761054-25-000010

$32.5M
Reported value
1,010
Positions
2025-09-30
Period end
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The Brief · Treasurer of the State of North Carolina · Q3 2025

AI · grounded in 13F

Treasurer of the State of North Carolina established a new position in NVDA worth $2.12M. The fund also initiated new stakes in MSFT for $1.88M and AAPL for $1.83M. Additional new positions include AMZN at $1.09M and META at $851,738.

Holdings as filed

First 500 of 1010

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.1M6.53%11,358,976CommonSOLE
594918104MSFTMICROSOFT CORP$1.9M5.78%3,626,110CommonSOLE
037833100AAPLAPPLE INC$1.8M5.63%7,185,481CommonSOLE
023135106AMZNAMAZON COM INC$1.1M3.36%4,963,276CommonSOLE
30303M102METAMETA PLATFORMS INC$851,7382.62%1,159,805CommonSOLE
11135F101AVGOBROADCOM INC$817,2602.52%2,477,220CommonSOLE
02079K305GOOGLALPHABET INC$719,4622.22%2,959,533CommonSOLE
88160R101TSLATESLA INC$645,5141.99%1,451,506CommonSOLE
02079K107GOOGALPHABET INC$584,2081.80%2,398,720CommonSOLE
464287655IWMISHARES TR$489,1271.51%2,021,520CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$416,9191.28%829,294CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$393,8851.21%1,248,725CommonSOLE
92826C839VVISA INC$342,6871.06%1,003,828CommonSOLE
532457108LLYELI LILLY & CO$313,3260.96%410,650CommonSOLE
68389X105ORCLORACLE CORP$276,4210.85%982,866CommonSOLE
478160104JNJJOHNSON & JOHNSON$269,7760.83%1,454,948CommonSOLE
64110L106NFLXNETFLIX INC$263,2840.81%219,601CommonSOLE
742718109PGPROCTER AND GAMBLE CO$242,8750.75%1,580,701CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$242,4470.75%426,235CommonSOLE
30231G102XOMEXXON MOBIL CORP$219,6770.68%1,948,356CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$214,5020.66%1,175,868CommonSOLE
931142103WMTWALMART INC$201,6050.62%1,956,190CommonSOLE
17275R102CSCOCISCO SYS INC$197,9590.61%2,893,288CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$184,7270.57%199,569CommonSOLE
00287Y109ABBVABBVIE INC$184,4320.57%796,545CommonSOLE
437076102HDHOME DEPOT INC$181,3940.56%447,676CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$174,6730.54%619,058CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$166,6800.51%482,711CommonSOLE
060505104BACBANK AMERICA CORP$156,4510.48%3,032,592CommonSOLE
369604301GEGE AEROSPACE$142,2320.44%472,815CommonSOLE
718172109PMPHILIP MORRIS INTL INC$139,5530.43%860,376CommonSOLE
580135101MCDMCDONALDS CORP$139,0280.43%457,495CommonSOLE
166764100CVXCHEVRON CORP NEW$134,1090.41%863,604CommonSOLE
747525103QCOMQUALCOMM INC$126,0570.39%757,739CommonSOLE
461202103INTUINTUIT$125,9920.39%184,493CommonSOLE
002824100ABTABBOTT LABS$125,8200.39%939,376CommonSOLE
254687106DISDISNEY WALT CO$125,5440.39%1,096,457CommonSOLE
512807306LRCXLAM RESEARCH CORP$125,0720.39%934,067CommonSOLE
949746101WMT2WELLS FARGO CO NEW$121,5400.37%1,450,016CommonSOLE
482480100KLACKLA CORP$118,6990.37%110,049CommonSOLE
595112103MUMICRON TECHNOLOGY INC$117,9760.36%705,090CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$117,1510.36%724,091CommonSOLE
191216100KOCOCA COLA CO$115,9630.36%1,748,537CommonSOLE
09290D101BLKBLACKROCK INC$113,3590.35%97,231CommonSOLE
038222105AMATAPPLIED MATLS INC$107,7250.33%526,154CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$107,6350.33%135,160CommonSOLE
025816109AXPAMERICAN EXPRESS CO$105,3820.32%317,264CommonSOLE
882508104TXNTEXAS INSTRS INC$105,0370.32%571,694CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$102,9120.32%1,077,953CommonSOLE
75513E101RTXRTX CORPORATION$100,6580.31%601,552CommonSOLE
G54950103LINLINDE PLC$100,2930.31%211,144CommonSOLE
79466L302CRMSALESFORCE INC$99,4900.31%419,788CommonSOLE
149123101CATCATERPILLAR INC$99,3360.31%208,186CommonSOLE
03831W108APPAPPLOVIN CORP$95,2880.29%132,613CommonSOLE
58933Y105MRKMERCK & CO INC$95,0830.29%1,132,889CommonSOLE
G5960L103MDTMEDTRONIC PLC$93,2510.29%979,116CommonSOLE
032654105ADIANALOG DEVICES INC$89,6830.28%365,012CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$89,5830.28%305,224CommonSOLE
00206R102TAT&T INC$89,0690.27%3,154,010CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$88,6860.27%905,232CommonSOLE
713448108PEPPEPSICO INC$86,5290.27%616,129CommonSOLE
81762P102NOWSERVICENOW INC$85,5200.26%92,928CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$83,4600.26%1,898,975CommonSOLE
172967424CCITIGROUP INC$83,3280.26%820,963CommonSOLE
369550108GDGENERAL DYNAMICS CORP$83,3040.26%244,293CommonSOLE
375558103GILDGILEAD SCIENCES INC$83,1770.26%749,346CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$82,3550.25%169,798CommonSOLE
617446448MSMORGAN STANLEY$82,3140.25%517,830CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$78,9640.24%14,625CommonSOLE
717081103PFEPFIZER INC$77,9060.24%3,057,542CommonSOLE
12572Q105CMECME GROUP INC$76,9970.24%284,975CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$76,8910.24%377,619CommonSOLE
36828A101GEVGE VERNOVA INC$75,5870.23%122,926CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$74,0020.23%348,114CommonSOLE
872540109TJXTJX COS INC NEW$72,6920.22%502,921CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$71,7660.22%160,468CommonSOLE
097023105BABOEING CO$70,3230.22%325,828CommonSOLE
65339F101NEENEXTERA ENERGY INC$69,9950.22%927,209CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$69,4080.21%281,461CommonSOLE
031162100AMGNAMGEN INC$68,2480.21%241,843CommonSOLE
20030N101CMCSACOMCAST CORP NEW$67,7030.21%2,154,777CommonSOLE
040413205ANETARISTA NETWORKS INC$67,5860.21%463,839CommonSOLE
00724F101ADBEADOBE INC$67,5020.21%191,359CommonSOLE
78409V104SPGIS&P GLOBAL INC$67,1960.21%138,062CommonSOLE
032095101APHAMPHENOL CORP NEW$67,0910.21%542,146CommonSOLE
G29183103ETNEATON CORP PLC$65,9450.20%176,206CommonSOLE
458140100INTCINTEL CORP$65,9220.20%1,964,881CommonSOLE
20825C104COPCONOCOPHILLIPS$65,3360.20%690,728CommonSOLE
743315103PGRPROGRESSIVE CORP$65,0660.20%263,478CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$64,7950.20%663,682CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$64,2400.20%595,861CommonSOLE
770700102HOODROBINHOOD MKTS INC$64,1030.20%447,710CommonSOLE
907818108UNPUNION PAC CORP$63,5590.20%268,895CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$63,3670.20%337,650CommonSOLE
548661107LOWLOWES COS INC$63,3290.19%251,996CommonSOLE
651639106NEMNEWMONT CORP$62,0490.19%735,967CommonSOLE
29364G103ETRENTERGY CORP NEW$61,9820.19%665,110CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$61,2800.19%189,380CommonSOLE
438516106HONHONEYWELL INTL INC$60,1880.19%285,928CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$57,4640.18%115,229CommonSOLE
863667101SYKSTRYKER CORPORATION$57,2100.18%154,761CommonSOLE
235851102DHRDANAHER CORPORATION$56,8720.18%286,856CommonSOLE
09260D107BXBLACKSTONE INC$56,2250.17%329,091CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$53,8520.17%109,816CommonSOLE
95040Q104WELLWELLTOWER INC$53,6000.17%300,887CommonSOLE
40412C101HCAHCA HEALTHCARE INC$53,3130.16%125,090CommonSOLE
98389B100XELXCEL ENERGY INC$53,2400.16%660,132CommonSOLE
911363109URIUNITED RENTALS INC$52,1200.16%54,595CommonSOLE
03076C106AMPAMERIPRISE FINL INC$51,7890.16%105,423CommonSOLE
594972408MSTRSTRATEGY INC$51,4150.16%159,571CommonSOLE
244199105DEDEERE & CO$50,2310.15%109,852CommonSOLE
02209S103MOALTRIA GROUP INC$50,1040.15%758,465CommonSOLE
053332102AZOAUTOZONE INC$49,5140.15%11,541CommonSOLE
30034W106EVRGEVERGY INC$49,1600.15%646,669CommonSOLE
031100100AMEAMETEK INC$49,0460.15%260,881CommonSOLE
872590104TMUST-MOBILE US INC$48,8770.15%204,182CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$48,2730.15%69,159CommonSOLE
316773100FITBFIFTH THIRD BANCORP$47,7910.15%1,072,755CommonSOLE
74340W103PLDPROLOGIS INC.$47,7630.15%417,070CommonSOLE
H1467J104CBCHUBB LIMITED$47,2300.15%167,335CommonSOLE
842587107SOSOUTHERN CO$46,9520.14%495,434CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$46,8740.14%93,897CommonSOLE
34959E109FTNTFORTINET INC$46,5420.14%553,548CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$46,3420.14%140,826CommonSOLE
231021106CMICUMMINS INC$46,3200.14%109,667CommonSOLE
760759100RSGREPUBLIC SVCS INC$46,1440.14%201,081CommonSOLE
311900104FASTFASTENAL CO$46,0990.14%940,026CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$45,2850.14%115,629CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$44,7210.14%221,909CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$44,1490.14%658,345CommonSOLE
25809K105DASHDOORDASH INC$43,8780.14%161,321CommonSOLE
701094104PHPARKER-HANNIFIN CORP$43,8750.14%57,871CommonSOLE
58155Q103MCKMCKESSON CORP$43,5940.13%56,429CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$43,2870.13%349,790CommonSOLE
855244109SBUXSTARBUCKS CORP$43,2640.13%511,399CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$43,2160.13%256,504CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$43,1720.13%486,394CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$43,0930.13%122,681CommonSOLE
126650100CVSCVS HEALTH CORP$42,4540.13%563,127CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$42,2960.13%100,238CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$41,3260.13%916,311CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$40,9540.13%1,044,203CommonSOLE
871607107SNPSSYNOPSYS INC$40,9480.13%82,993CommonSOLE
315616102FFIVF5 INC$40,6600.13%125,808CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$40,4480.12%210,316CommonSOLE
48251W104KKRKKR & CO INC$39,6240.12%304,919CommonSOLE
37045V100GMGENERAL MTRS CO$38,1040.12%624,959CommonSOLE
771049103RBLXROBLOX CORP$38,0500.12%274,688CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$37,9000.12%533,423CommonSOLE
88579Y101MMM3M CO$37,2070.11%239,768CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$37,1500.11%60,970CommonSOLE
G7S00T104PNRPENTAIR PLC$37,1360.11%335,283CommonSOLE
94106L109WMWASTE MGMT INC DEL$36,7320.11%166,335CommonSOLE
G25508105CRHCRH PLC$36,5620.11%304,935CommonSOLE
609207105MDLZMONDELEZ INTL INC$36,3910.11%582,532CommonSOLE
Y2573F102FLEXFLEX LTD$36,3820.11%627,596CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$36,3150.11%104,878CommonSOLE
654106103NKENIKE INC$36,2750.11%520,223CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$35,9070.11%63,861CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$35,6960.11%177,656CommonSOLE
443201108HWMHOWMET AEROSPACE INC$35,3790.11%180,296CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$35,3160.11%114,019CommonSOLE
969457100WMBWILLIAMS COS INC$34,6900.11%547,590CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$34,5690.11%317,266CommonSOLE
29444U700EQIXEQUINIX INC$34,4130.11%43,937CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$34,3540.11%131,747CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$34,2730.11%382,259CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$34,2570.11%74,912CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$34,1520.11%496,330CommonSOLE
125523100CITHE CIGNA GROUP$34,1450.11%118,455CommonSOLE
902973304USBUS BANCORP DEL$33,9390.10%702,243CommonSOLE
G0403H108AONAON PLC$33,6630.10%94,405CommonSOLE
615369105MCOMOODYS CORP$33,3010.10%69,889CommonSOLE
291011104EMREMERSON ELEC CO$33,2430.10%253,415CommonSOLE
22052L104CTVACORTEVA INC$33,0890.10%489,261CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$32,8550.10%101,680CommonSOLE
893641100TDGTRANSDIGM GROUP INC$32,7580.10%24,854CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$32,6760.10%388,671CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$32,6390.10%359,741CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$32,6360.10%296,828CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$31,8860.10%94,481CommonSOLE
172908105CTASCINTAS CORP$31,7290.10%154,580CommonSOLE
833445109SNOWSNOWFLAKE INC$31,6970.10%140,532CommonSOLE
501044101KRKROGER CO$31,6390.10%469,358CommonSOLE
337738108FISVFISERV INC$31,3580.10%243,219CommonSOLE
925652109VICIVICI PPTYS INC$31,2360.10%957,868CommonSOLE
278865100ECLECOLAB INC$30,7250.09%112,194CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$30,5040.09%101,541CommonSOLE
052769106ADSKAUTODESK INC$30,4310.09%95,793CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$30,0770.09%311,679CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$30,0030.09%241,302CommonSOLE
126408103CSXCSX CORP$29,9710.09%844,003CommonSOLE
92840M102VSTVISTRA CORP$29,8010.09%152,110CommonSOLE
18915M107NETCLOUDFLARE INC$29,7730.09%138,743CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$29,6750.09%521,156CommonSOLE
98978V103ZTSZOETIS INC$29,3590.09%200,646CommonSOLE
143658300CCL1EURCARNIVAL CORP$29,0810.09%1,005,918CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$28,8960.09%361,468CommonSOLE
219350105GLWCORNING INC$28,7960.09%351,042CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$28,3810.09%101,644CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$27,5650.08%330,007CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$27,5600.08%216,972CommonSOLE
26875P101EOGEOG RES INC$27,5490.08%245,713CommonSOLE
74762E102QUREQUANTA SVCS INC$27,4420.08%66,217CommonSOLE
009158106APDAIR PRODS & CHEMS INC$27,2390.08%99,880CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$27,0620.08%240,547CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$26,9210.08%103,766CommonSOLE
571903202MARMARRIOTT INTL INC NEW$26,6540.08%102,341CommonSOLE
56585A102MPCMARATHON PETE CORP$26,6310.08%138,173CommonSOLE
833034101SNASNAP ON INC$26,5580.08%76,640CommonSOLE
89832Q109TFCTRUIST FINL CORP$26,5180.08%580,014CommonSOLE
704326107PAYXPAYCHEX INC$26,4870.08%208,950CommonSOLE
816851109SRESEMPRA$26,4090.08%293,502CommonSOLE
253868103DLRDIGITAL RLTY TR INC$26,2190.08%151,659CommonSOLE
G0176J109ALLEALLEGION PLC$26,2030.08%147,748CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$25,8050.08%171,052CommonSOLE
969904101WSMWILLIAMS SONOMA INC$25,7350.08%131,669CommonSOLE
03073E105CORCENCORA INC$25,7300.08%82,329CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$25,6430.08%83,964CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$25,5920.08%56,123CommonSOLE
020002101ALLALLSTATE CORP$25,4670.08%118,642CommonSOLE
668771108GENGEN DIGITAL INC$25,4250.08%895,549CommonSOLE
247361702DALDELTA AIR LINES INC DEL$25,2220.08%444,434CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$25,0400.08%333,420CommonSOLE
718546104PSXPHILLIPS 66$24,9300.08%183,285CommonSOLE
745867101PHMPULTE GROUP INC$24,8990.08%188,443CommonSOLE
92343E102VRSNVERISIGN INC$24,7970.08%88,697CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$24,7530.08%874,344CommonSOLE
756109104OREALTY INCOME CORP$24,7200.08%406,648CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$24,7030.08%185,364CommonSOLE
001055102AFLAFLAC INC$24,4650.08%219,021CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$24,4560.08%139,814CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$24,3350.07%522,090CommonSOLE
90384S303ULTAULTA BEAUTY INC$24,2730.07%44,395CommonSOLE
G6683N103NUNU HLDGS LTD$24,0780.07%1,503,966CommonSOLE
05464C101AXONAXON ENTERPRISE INC$24,0730.07%33,544CommonSOLE
075887109BDXBECTON DICKINSON & CO$24,0720.07%128,609CommonSOLE
91913Y100VLOVALERO ENERGY CORP$23,8950.07%140,344CommonSOLE
87612E106TGTTARGET CORP$23,7500.07%264,768CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$23,6360.07%603,112CommonSOLE
25746U109DDOMINION ENERGY INC$23,4730.07%383,726CommonSOLE
16411R208LNGCHENIERE ENERGY INC$23,3030.07%99,172CommonSOLE
98138H101WDAYWORKDAY INC$23,2900.07%96,746CommonSOLE
009066101ABNBAIRBNB INC$23,2170.07%191,211CommonSOLE
45168D104IDXXIDEXX LABS INC$23,1790.07%36,280CommonSOLE
806857108SLBSCHLUMBERGER LTD$23,1780.07%674,354CommonSOLE
285512109EAELECTRONIC ARTS INC$22,8050.07%113,064CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$22,7930.07%324,081CommonSOLE
693718108PCARPACCAR INC$22,7830.07%231,720CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$22,7620.07%101,353CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$22,7600.07%95,458CommonSOLE
31428X106FDXFEDEX CORP$22,7240.07%96,366CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$22,6940.07%275,078CommonSOLE
146869102CVNACARVANA CO$22,3870.07%59,345CommonSOLE
778296103ROSTROSS STORES INC$22,0730.07%144,847CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$21,7240.07%445,901CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$21,7220.07%113,976CommonSOLE
831865209AOSSMITH A O CORP$21,6190.07%294,501CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$21,5490.07%161,549CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$21,3290.07%505,186CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$21,2950.07%356,701CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$21,1620.07%81,910CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$21,1120.07%313,646CommonSOLE
12504L109CBRECBRE GROUP INC$21,0640.06%133,690CommonSOLE
345370860FFORD MTR CO$20,9930.06%1,755,229CommonSOLE
380237107GDDYGODADDY INC$20,9500.06%153,112CommonSOLE
G02602103DOXAMDOCS LTD$20,8390.06%253,978CommonSOLE
59156R108METMETLIFE INC$20,8360.06%252,956CommonSOLE
920253101VMIVALMONT INDS INC$20,8020.06%53,652CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$20,5890.06%838,299CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$20,5120.06%71,011CommonSOLE
682680103OKEONEOK INC NEW$20,5020.06%280,964CommonSOLE
30161N101EXCEXELON CORP$20,4560.06%454,472CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$20,4520.06%1,047,197CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$20,3460.06%259,053CommonSOLE
23331A109DHID R HORTON INC$20,2890.06%119,719CommonSOLE
35137L105FOXAFOX CORP$20,1760.06%319,954CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$20,1250.06%258,773CommonSOLE
783549108RRYDER SYS INC$20,1130.06%106,619CommonSOLE
29977A105EVREVERCORE INC$20,0200.06%59,351CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$20,0090.06%78,774CommonSOLE
92936U109WPCWP CAREY INC$19,9980.06%295,953CommonSOLE
922475108VEEVVEEVA SYS INC$19,7730.06%66,371CommonSOLE
23804L103DDOGDATADOG INC$19,7510.06%138,699CommonSOLE
00508Y102AYIACUITY INC$19,6300.06%56,998CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$19,4170.06%90,838CommonSOLE
682189105ONON SEMICONDUCTOR CORP$19,3520.06%392,450CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$19,2490.06%135,774CommonSOLE
55354G100MSCIMSCI INC$19,1840.06%33,809CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$19,1560.06%20,807CommonSOLE
988498101YUMYUM BRANDS INC$19,0500.06%125,326CommonSOLE
384802104GWWGRAINGER W W INC$18,9730.06%19,910CommonSOLE
278642103EBAYEBAY INC.$18,8350.06%207,088CommonSOLE
22822V101CCICROWN CASTLE INC$18,8230.06%195,076CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$18,7390.06%224,521CommonSOLE
958102105WDCWESTERN DIGITAL CORP$18,6840.06%155,625CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$18,4020.06%43,896CommonSOLE
929160109VMCVULCAN MATLS CO$18,2850.06%59,441CommonSOLE
172755100CRUSCIRRUS LOGIC INC$18,2800.06%145,905CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$18,1210.06%513,622CommonSOLE
H2906T109GRMNGARMIN LTD$18,0420.06%73,276CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$17,9920.06%80,964CommonSOLE
22266T109CPNGCOUPANG INC$17,9750.06%558,227CommonSOLE
761152107RMDRESMED INC$17,9680.06%65,641CommonSOLE
871829107SYYSYSCO CORP$17,9620.06%218,146CommonSOLE
217204106CPRTCOPART INC$17,8800.06%397,594CommonSOLE
929740108WABWABTEC$17,8650.06%89,114CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$17,7840.05%50,879CommonSOLE
852234103XYZBLOCK INC$17,6950.05%244,848CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$17,4730.05%101,233CommonSOLE
464287200IVVISHARES TR$17,3940.05%25,988CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$17,3700.05%229,277CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$17,1580.05%202,139CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$17,1430.05%62,315CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$16,9950.05%26,964CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$16,8400.05%107,286CommonSOLE
256746108DLTRDOLLAR TREE INC$16,7430.05%177,423CommonSOLE
751212101RLRALPH LAUREN CORP$16,6930.05%53,237CommonSOLE
88033G407THCTENET HEALTHCARE CORP$16,6860.05%82,181CommonSOLE
744320102PRUPRUDENTIAL FINL INC$16,5410.05%159,450CommonSOLE
92939U106WECWEC ENERGY GROUP INC$16,4560.05%143,604CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$16,4430.05%128,113CommonSOLE
631103108NDAQNASDAQ INC$16,4000.05%185,419CommonSOLE
209115104EDCONSOLIDATED EDISON INC$16,2910.05%162,065CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$16,2450.05%177,680CommonSOLE
87612G101TRGPTARGA RES CORP$16,1780.05%96,562CommonSOLE
98419M100XYLXYLEM INC$16,1370.05%109,404CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$16,0670.05%84,402CommonSOLE
637417106NNNNNN REIT INC$15,9580.05%374,871CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15,8400.05%187,748CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$15,8260.05%62,922CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$15,8040.05%310,001CommonSOLE
303250104FICOFAIR ISAAC CORP$15,7720.05%10,539CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$15,6110.05%236,749CommonSOLE
714046109RVTYREVVITY INC$15,5220.05%177,087CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$15,2390.05%237,289CommonSOLE
26884L109EQTEQT CORP$15,2090.05%279,426CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$15,1940.05%43,983CommonSOLE
125269100CFCF INDS HLDGS INC$15,0350.05%167,615CommonSOLE
45687V106IRINGERSOLL RAND INC$14,9920.05%181,457CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$14,9830.05%317,096CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$14,8880.05%122,677CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$14,8880.05%221,983CommonSOLE
69331C108PCGPG&E CORP$14,8650.05%985,741CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14,8540.05%582,277CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$14,8260.05%223,448CommonSOLE
04626A103ALABASTERA LABS INC$14,8260.05%75,719CommonSOLE
857477103STTSTATE STR CORP$14,7640.05%127,264CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$14,6610.05%188,200CommonSOLE
46266C105IQVIQVIA HLDGS INC$14,4260.04%75,948CommonSOLE
294429105EFXEQUIFAX INC$14,2790.04%55,661CommonSOLE
92276F100VTRVENTAS INC$14,2560.04%203,682CommonSOLE
444859102HUMHUMANA INC$14,1200.04%54,273CommonSOLE
670346105NUENUCOR CORP$13,9860.04%103,270CommonSOLE
55261F104MTBM & T BK CORP$13,9090.04%70,385CommonSOLE
49177J102KVUEKENVUE INC$13,8670.04%854,383CommonSOLE
629377508NRGNRG ENERGY INC$13,8530.04%85,540CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$13,6600.04%389,613CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$13,5930.04%239,015CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$13,5270.04%84,603CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$13,4530.04%509,214CommonSOLE
G3922B107GGENPACT LIMITED$13,4490.04%321,064CommonSOLE
46284V101IRMIRON MTN INC DEL$13,4460.04%131,904CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$13,3870.04%52,720CommonSOLE
256163106DOCUDOCUSIGN INC$13,3780.04%185,579CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$13,3490.04%94,715CommonSOLE
35137L204FOXFOX CORP$13,2650.04%231,543CommonSOLE
552848103MTGMGIC INVT CORP WIS$13,1950.04%465,121CommonSOLE
233331107DTEDTE ENERGY CO$13,1760.04%93,161CommonSOLE
98980G102ZSZSCALER INC$13,1560.04%43,902CommonSOLE
30161Q104EXELEXELIXIS INC$12,9510.04%313,591CommonSOLE
29084Q100EMEEMCOR GROUP INC$12,9140.04%19,882CommonSOLE
199908104FIXCOMFORT SYS USA INC$12,9090.04%15,644CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$12,8380.04%214,903CommonSOLE
33829M101FIVEFIVE BELOW INC$12,7360.04%82,329CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$12,7120.04%88,830CommonSOLE
526057104LENLENNAR CORP$12,6850.04%100,644CommonSOLE
023608102AEEAMEREN CORP$12,6650.04%121,331CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$12,5670.04%61,469CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$12,4780.04%52,393CommonSOLE
370334104GISGENERAL MLS INC$12,4140.04%246,208CommonSOLE
69351T106PPLPPL CORP$12,3650.04%332,762CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$12,3510.04%63,940CommonSOLE
427866108HSYHERSHEY CO$12,2510.04%65,495CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$12,2500.04%20,903CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$12,1880.04%87,562CommonSOLE
049560105ATOATMOS ENERGY CORP$12,1490.04%71,150CommonSOLE
457669307INSMINSMED INC$12,0610.04%83,752CommonSOLE
75734B100RDDTREDDIT INC$12,0540.04%52,413CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11,9190.04%35,827CommonSOLE
252131107DXCMDEXCOM INC$11,8300.04%175,801CommonSOLE
860630102SFSTIFEL FINL CORP$11,8250.04%104,213CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$11,7950.04%83,785CommonSOLE
115236101BROBROWN & BROWN INC$11,7650.04%125,436CommonSOLE
30040W108ESEVERSOURCE ENERGY$11,7510.04%165,187CommonSOLE
74624M102PPURE STORAGE INC$11,7030.04%139,633CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$11,6260.04%71,152CommonSOLE
049468101TEAMATLASSIAN CORPORATION$11,6210.04%72,769CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$11,6020.04%59,192CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$11,5530.04%47,108CommonSOLE
40434L105HPQHP INC$11,5470.04%424,061CommonSOLE
457187102INGRINGREDION INC$11,5330.04%94,448CommonSOLE
05561Q201BOKFBOK FINL CORP$11,5220.04%103,393CommonSOLE
665859104NTRSNORTHERN TR CORP$11,5020.04%85,456CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$11,4770.04%9,349CommonSOLE
92338C103VLTOVERALTO CORP$11,4280.04%107,196CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$11,3670.03%292,963CommonSOLE
337932107FEFIRSTENERGY CORP$11,3040.03%246,710CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$11,2300.03%650,240CommonSOLE
596278101MIDDMIDDLEBY CORP$11,1320.03%83,741CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$11,1010.03%67,793CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$11,0670.03%230,848CommonSOLE
127097103CTRACOTERRA ENERGY INC$11,0650.03%467,870CommonSOLE
65249B208NWSNEWS CORP NEW$11,0380.03%319,473CommonSOLE
29476L107EQREQUITY RESIDENTIAL$11,0220.03%170,283CommonSOLE
60937P106MDBMONGODB INC$11,0060.03%35,460CommonSOLE
103304101BYDBOYD GAMING CORP$10,9600.03%126,784CommonSOLE
172062101CINFCINCINNATI FINL CORP$10,9500.03%69,260CommonSOLE
460146103IPINTERNATIONAL PAPER CO$10,9340.03%235,644CommonSOLE
G8473T100STESTERIS PLC$10,9220.03%44,140CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$10,9060.03%180,296CommonSOLE
26210C104DBXDROPBOX INC$10,8950.03%360,642CommonSOLE
683344105ONTOONTO INNOVATION INC$10,8860.03%84,242CommonSOLE
69370C100PTCPTC INC$10,8840.03%53,610CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$10,8330.03%57,329CommonSOLE
504922105LHLABCORP HOLDINGS INC$10,7860.03%37,574CommonSOLE
38526M106LOPEGRAND CANYON ED INC$10,7850.03%49,129CommonSOLE
693506107PPGPPG INDS INC$10,7410.03%102,187CommonSOLE
570535104MKLMARKEL GROUP INC$10,7070.03%5,602CommonSOLE
443573100HUBSHUBSPOT INC$10,6940.03%22,861CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10,6510.03%403,919CommonSOLE
64110D104NTAPNETAPP INC$10,6420.03%89,833CommonSOLE
876030107TPRTAPESTRY INC$10,5270.03%92,980CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10,4960.03%98,797CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$10,3970.03%195,577CommonSOLE
443510607HUBBHUBBELL INC$10,3500.03%24,053CommonSOLE
G39108108GTESGATES INDL CORP PLC$10,3100.03%415,379CommonSOLE
466313103JBLJABIL INC$10,2990.03%47,425CommonSOLE
487836108KKELLANOVA$10,2450.03%124,910CommonSOLE
256677105DGDOLLAR GEN CORP NEW$10,2070.03%98,760CommonSOLE
260003108DOVDOVER CORP$10,1710.03%60,969CommonSOLE
62944T105NVRNVR INC$10,1560.03%1,264CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$10,1230.03%19,349CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$10,0950.03%98,354CommonSOLE
336433107FSLRFIRST SOLAR INC$10,0650.03%45,642CommonSOLE
084423102WRBBERKLEY W R CORP$9,9960.03%130,465CommonSOLE
500754106KHCKRAFT HEINZ CO$9,9960.03%383,881CommonSOLE
093671105HRBBLOCK H & R INC$9,9930.03%197,617CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$9,9710.03%234,236CommonSOLE
880770102TERTERADYNE INC$9,9520.03%72,308CommonSOLE
90353W103UIUBIQUITI INC$9,8730.03%14,946CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$9,8500.03%94,308CommonSOLE
88339J105TTDTHE TRADE DESK INC$9,8330.03%200,639CommonSOLE
125896100CMSCMS ENERGY CORP$9,7980.03%133,749CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$9,7680.03%763,130CommonSOLE
45784P101PODDINSULET CORP$9,7330.03%31,526CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$9,7040.03%110,740CommonSOLE
406216101HALHALLIBURTON CO$9,4820.03%385,446CommonSOLE
281020107EIXEDISON INTL$9,4730.03%171,361CommonSOLE
12514G108CDWCDW CORP$9,4220.03%59,153CommonSOLE
147528103CASYCASEYS GEN STORES INC$9,4040.03%16,634CommonSOLE
632307104NTRANATERA INC$9,3970.03%58,375CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$9,3350.03%48,278CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$9,3300.03%145,470CommonSOLE
518439104ELLAUDER ESTEE COS INC$9,2600.03%105,084CommonSOLE
171779309CIENCIENA CORP$9,2380.03%63,418CommonSOLE
09062X103BIIBBIOGEN INC$9,2010.03%65,682CommonSOLE
231561101CWCURTISS WRIGHT CORP$9,1760.03%16,900CommonSOLE
65473P105NINISOURCE INC$9,1600.03%211,556CommonSOLE
N72482206QGENQIAGEN NV$9,1390.03%204,542CommonSOLE
37940X102GPNGLOBAL PMTS INC$9,1200.03%109,769CommonSOLE
74935Q107RBARB GLOBAL INC$9,0310.03%83,339CommonSOLE
773121108RKLBROCKET LAB CORP$8,9120.03%186,011CommonSOLE
G98239109XPXP INC$8,9100.03%474,189CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$8,8810.03%89,373CommonSOLE
366651107ITGARTNER INC$8,8550.03%33,684CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$8,8160.03%120,632CommonSOLE
858119100STLDSTEEL DYNAMICS INC$8,8060.03%63,156CommonSOLE
219948106CPAYCORPAY INC$8,8020.03%30,557CommonSOLE
127190304CACICACI INTL INC$8,7960.03%17,636CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$8,7700.03%89,040CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$8,7490.03%64,967CommonSOLE
896239100TRMBTRIMBLE INC$8,7460.03%107,114CommonSOLE
87422Q109TLNTALEN ENERGY CORP$8,6730.03%20,390CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$8,6530.03%37,646CommonSOLE
695156109PKGPACKAGING CORP AMER$8,6520.03%39,703CommonSOLE
372460105GPCGENUINE PARTS CO$8,6430.03%62,359CommonSOLE
422806208HEI/AHEICO CORP NEW$8,5660.03%33,713CommonSOLE
72352L106PINSPINTEREST INC$8,5430.03%265,571CommonSOLE
67059N108NTNXNUTANIX INC$8,5320.03%114,696CommonSOLE
G0250X107AMCRAMCOR PLC$8,4760.03%1,036,246CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$8,4430.03%32,186CommonSOLE
G3265R107APTVAPTIV PLC$8,4200.03%97,660CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8,4200.03%47,320CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,2780.03%99,845CommonSOLE
576485205MTDRMATADOR RES CO$8,2520.03%183,660CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$8,0810.02%216,078CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$8,0780.02%325,855CommonSOLE
46187W107INVHINVITATION HOMES INC$8,0690.02%275,095CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$8,0680.02%8,641CommonSOLE

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.