MondegarAI
Treasurer of the State of North Carolina

Q4 2025 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2026-02-13 · accession 0001761054-26-000002

$31.2M
Reported value
1,010
Positions
2025-12-31
Period end
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The Brief · Treasurer of the State of North Carolina · Q4 2025

AI · grounded in 13F

Treasurer of the State of North Carolina increased its position in NFLX by 857.27%. The fund also accumulated shares of IVV by 188.13% and BAC by 20.73%. These additions occurred alongside a reduction in positions for MU and GOOG, both trimmed by over 8%.

Holdings as filed

First 500 of 1010

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$2.0M6.39%10,686,760CommonSOLE
037833100AAPLAPPLE INC$1.8M5.80%6,662,227CommonSOLE
594918104MSFTMICROSOFT CORP$1.7M5.31%3,429,487CommonSOLE
023135106AMZNAMAZON COM INC$1.1M3.44%4,655,349CommonSOLE
02079K305GOOGLALPHABET INC$851,9472.73%2,721,875CommonSOLE
11135F101AVGOBROADCOM INC$799,9502.56%2,311,325CommonSOLE
30303M102METAMETA PLATFORMS INC$730,1832.34%1,106,187CommonSOLE
02079K107GOOGALPHABET INC$688,5262.21%2,194,154CommonSOLE
88160R101TSLATESLA INC$616,3021.97%1,370,412CommonSOLE
464287655IWMISHARES TR$499,3021.60%2,028,363CommonSOLE
532457108LLYELI LILLY & CO$414,8541.33%386,026CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$388,4581.24%772,821CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$366,7751.18%1,138,275CommonSOLE
92826C839VVISA INC$329,1881.05%938,634CommonSOLE
478160104JNJJOHNSON & JOHNSON$285,7100.92%1,380,575CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$238,2780.76%417,387CommonSOLE
742718109PGPROCTER AND GAMBLE CO$224,2010.72%1,564,446CommonSOLE
30231G102XOMEXXON MOBIL CORP$213,0290.68%1,770,226CommonSOLE
931142103WMTWALMART INC$203,0990.65%1,822,985CommonSOLE
060505104BACBANK AMERICA CORP$201,3600.65%3,661,098CommonSOLE
17275R102CSCOCISCO SYS INC$198,2840.64%2,574,120CommonSOLE
64110L106NFLXNETFLIX INC$197,1000.63%2,102,180CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$197,0570.63%1,108,619CommonSOLE
68389X105ORCLORACLE CORP$183,2170.59%940,009CommonSOLE
595112103MUMICRON TECHNOLOGY INC$181,9430.58%637,480CommonSOLE
00287Y109ABBVABBVIE INC$175,2820.56%767,134CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$160,3810.51%185,983CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$160,0870.51%540,450CommonSOLE
512807306LRCXLAM RESEARCH CORP$150,4270.48%878,764CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$149,4920.48%452,856CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$144,5120.46%674,787CommonSOLE
437076102HDHOME DEPOT INC$143,5560.46%417,192CommonSOLE
369604301GEGE AEROSPACE$137,7590.44%447,227CommonSOLE
482480100KLACKLA CORP$125,3380.40%103,152CommonSOLE
038222105AMATAPPLIED MATLS INC$125,1230.40%486,879CommonSOLE
747525103QCOMQUALCOMM INC$123,8670.40%724,159CommonSOLE
949746101WMT2WELLS FARGO CO NEW$122,7600.39%1,317,165CommonSOLE
166764100CVXCHEVRON CORP NEW$119,6430.38%785,006CommonSOLE
254687106DISDISNEY WALT CO$119,5760.38%1,051,029CommonSOLE
58933Y105MRKMERCK & CO INC$119,1090.38%1,131,565CommonSOLE
025816109AXPAMERICAN EXPRESS CO$115,0500.37%310,989CommonSOLE
461202103INTUINTUIT$114,5570.37%172,937CommonSOLE
191216100KOCOCA COLA CO$113,9160.36%1,629,472CommonSOLE
580135101MCDMCDONALDS CORP$113,5080.36%371,389CommonSOLE
718172109PMPHILIP MORRIS INTL INC$112,5420.36%701,632CommonSOLE
79466L302CRMSALESFORCE INC$112,3680.36%424,175CommonSOLE
149123101CATCATERPILLAR INC$111,1470.36%194,018CommonSOLE
002824100ABTABBOTT LABS$111,0150.36%886,063CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$108,6640.35%187,529CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$108,2220.35%123,120CommonSOLE
75513E101RTXRTX CORPORATION$102,8120.33%560,587CommonSOLE
882508104TXNTEXAS INSTRS INC$95,0020.30%547,596CommonSOLE
032654105ADIANALOG DEVICES INC$94,7980.30%349,550CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$93,1990.30%384,546CommonSOLE
369550108GDGENERAL DYNAMICS CORP$90,7150.29%269,456CommonSOLE
375558103GILDGILEAD SCIENCES INC$90,6540.29%738,582CommonSOLE
G5960L103MDTMEDTRONIC PLC$90,2090.29%939,092CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$89,8150.29%334,757CommonSOLE
09290D101BLKBLACKROCK INC$87,6530.28%81,893CommonSOLE
172967424CCITIGROUP INC$86,7720.28%743,611CommonSOLE
617446448MSMORGAN STANLEY$85,6720.27%482,575CommonSOLE
G54950103LINLINDE PLC$83,8980.27%196,763CommonSOLE
00724F101ADBEADOBE INC$83,8660.27%239,625CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$83,7660.27%147,902CommonSOLE
03831W108APPAPPLOVIN CORP$83,1360.27%123,380CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$83,0400.27%1,016,281CommonSOLE
713448108PEPPEPSICO INC$82,4050.26%574,173CommonSOLE
458140100INTCINTEL CORP$81,5630.26%2,210,369CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$75,7780.24%14,150CommonSOLE
12572Q105CMECME GROUP INC$75,7010.24%277,211CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$75,2470.24%292,528CommonSOLE
36828A101GEVGE VERNOVA INC$74,8720.24%114,558CommonSOLE
031162100AMGNAMGEN INC$73,7650.24%225,367CommonSOLE
29364G103ETRENTERGY CORP NEW$72,6710.23%786,227CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$72,0790.23%1,769,667CommonSOLE
872540109TJXTJX COS INC NEW$71,9930.23%468,671CommonSOLE
00206R102TAT&T INC$71,9340.23%2,895,887CommonSOLE
717081103PFEPFIZER INC$71,7780.23%2,882,659CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$71,4450.23%715,089CommonSOLE
65339F101NEENEXTERA ENERGY INC$70,1760.22%874,142CommonSOLE
040413205ANETARISTA NETWORKS INC$69,9440.22%533,799CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$69,2230.22%590,587CommonSOLE
032095101APHAMPHENOL CORP NEW$69,0930.22%511,267CommonSOLE
097023105BABOEING CO$68,0040.22%313,209CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$66,9540.21%363,483CommonSOLE
78409V104SPGIS&P GLOBAL INC$66,3810.21%127,023CommonSOLE
81762P102NOWSERVICENOW INC$66,3310.21%433,000CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$60,6000.19%327,372CommonSOLE
20825C104COPCONOCOPHILLIPS$60,4110.19%645,349CommonSOLE
235851102DHRDANAHER CORPORATION$60,3990.19%263,843CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$58,9730.19%618,485CommonSOLE
907818108UNPUNION PAC CORP$57,9660.19%250,588CommonSOLE
651639106NEMNEWMONT CORP$56,8690.18%569,543CommonSOLE
548661107LOWLOWES COS INC$56,6340.18%234,838CommonSOLE
231021106CMICUMMINS INC$56,5240.18%110,733CommonSOLE
40412C101HCAHCA HEALTHCARE INC$55,9940.18%119,938CommonSOLE
743315103PGRPROGRESSIVE CORP$55,9150.18%245,541CommonSOLE
95040Q104WELLWELLTOWER INC$53,4760.17%288,112CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$53,3370.17%113,784CommonSOLE
03076C106AMPAMERIPRISE FINL INC$53,1450.17%108,384CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$52,7890.17%1,039,362CommonSOLE
G29183103ETNEATON CORP PLC$52,3010.17%164,205CommonSOLE
031100100AMEAMETEK INC$52,0520.17%253,529CommonSOLE
438516106HONHONEYWELL INTL INC$51,9840.17%266,462CommonSOLE
464287200IVVISHARES TR$51,2880.16%74,880CommonSOLE
20030N101CMCSACOMCAST CORP NEW$50,8860.16%1,702,427CommonSOLE
863667101SYKSTRYKER CORPORATION$50,6880.16%144,217CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$50,6190.16%181,483CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$49,7690.16%111,807CommonSOLE
74340W103PLDPROLOGIS INC.$49,6170.16%388,664CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$48,8530.16%107,758CommonSOLE
02209S103MOALTRIA GROUP INC$48,0030.15%832,521CommonSOLE
09260D107BXBLACKSTONE INC$47,9050.15%310,791CommonSOLE
H1467J104CBCHUBB LIMITED$47,7990.15%153,144CommonSOLE
37045V100GMGENERAL MTRS CO$47,7660.15%587,388CommonSOLE
244199105DEDEERE & CO$47,6640.15%102,378CommonSOLE
98389B100XELXCEL ENERGY INC$47,3650.15%641,276CommonSOLE
701094104PHPARKER-HANNIFIN CORP$46,5810.15%52,996CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$46,3620.15%131,237CommonSOLE
30034W106EVRGEVERGY INC$46,2920.15%638,604CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$46,0600.15%853,920CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$44,6200.14%57,808CommonSOLE
G25508105CRHCRH PLC$44,2490.14%354,558CommonSOLE
871607107SNPSSYNOPSYS INC$43,7380.14%93,116CommonSOLE
770700102HOODROBINHOOD MKTS INC$43,5940.14%385,446CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$43,3610.14%138,721CommonSOLE
58155Q103MCKMCKESSON CORP$43,1370.14%52,588CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$42,8120.14%469,379CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$41,8070.13%478,235CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$41,8000.13%86,423CommonSOLE
126650100CVSCVS HEALTH CORP$41,6470.13%524,784CommonSOLE
760759100RSGREPUBLIC SVCS INC$41,2570.13%194,671CommonSOLE
911363109URIUNITED RENTALS INC$41,1730.13%50,874CommonSOLE
872590104TMUST-MOBILE US INC$40,9940.13%201,903CommonSOLE
842587107SOSOUTHERN CO$40,2610.13%461,705CommonSOLE
855244109SBUXSTARBUCKS CORP$40,1330.13%476,578CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$38,7150.12%239,040CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$38,3640.12%206,791CommonSOLE
902973304USBUS BANCORP DEL$38,0630.12%713,325CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$37,4270.12%64,450CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$36,3540.12%93,407CommonSOLE
48251W104KKRKKR & CO INC$36,2240.12%284,153CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$36,2170.12%620,358CommonSOLE
88579Y101MMM3M CO$35,7730.11%223,442CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$35,6090.11%426,813CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$35,1000.11%1,217,895CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$34,5570.11%165,560CommonSOLE
34959E109FTNTFORTINET INC$34,5070.11%434,540CommonSOLE
443201108HWMHOWMET AEROSPACE INC$34,4450.11%168,010CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$34,4110.11%195,994CommonSOLE
778296103ROSTROSS STORES INC$34,4050.11%190,988CommonSOLE
G7S00T104PNRPENTAIR PLC$34,3440.11%329,788CommonSOLE
94106L109WMWASTE MGMT INC DEL$34,0590.11%155,016CommonSOLE
25809K105DASHDOORDASH INC$34,0480.11%150,334CommonSOLE
285512109EAELECTRONIC ARTS INC$33,9490.11%166,148CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$33,9390.11%292,349CommonSOLE
45168D104IDXXIDEXX LABS INC$33,9030.11%50,113CommonSOLE
615369105MCOMOODYS CORP$33,2750.11%65,137CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$33,1250.11%276,616CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$33,0710.11%344,777CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$32,6730.10%93,205CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$32,6180.10%425,430CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$32,4000.10%56,822CommonSOLE
26875P101EOGEOG RES INC$32,3640.10%308,198CommonSOLE
29444U700EQIXEQUINIX INC$31,3720.10%40,947CommonSOLE
22052L104CTVACORTEVA INC$31,3680.10%467,972CommonSOLE
291011104EMREMERSON ELEC CO$31,3420.10%236,154CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$31,3280.10%96,682CommonSOLE
G0403H108AONAON PLC$31,0450.10%87,975CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$31,0380.10%482,631CommonSOLE
654106103NKENIKE INC$30,8860.10%484,795CommonSOLE
893641100TDGTRANSDIGM GROUP INC$30,8010.10%23,161CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$30,7810.10%362,213CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$30,6900.10%274,463CommonSOLE
969457100WMBWILLIAMS COS INC$30,6750.10%510,308CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$30,5050.10%307,541CommonSOLE
125523100CITHE CIGNA GROUP$30,3830.10%110,390CommonSOLE
958102105WDCWESTERN DIGITAL CORP$30,3490.10%176,169CommonSOLE
833445109SNOWSNOWFLAKE INC$30,1780.10%137,574CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$29,9040.10%121,413CommonSOLE
665859104NTRSNORTHERN TR CORP$29,4460.09%215,581CommonSOLE
247361702DALDELTA AIR LINES INC DEL$29,4370.09%424,171CommonSOLE
Y2573F102FLEXFLEX LTD$29,2660.09%484,384CommonSOLE
609207105MDLZMONDELEZ INTL INC$29,2220.09%542,859CommonSOLE
571903202MARMARRIOTT INTL INC NEW$29,1680.09%94,018CommonSOLE
219350105GLWCORNING INC$28,6440.09%327,139CommonSOLE
126408103CSXCSX CORP$28,5120.09%786,529CommonSOLE
053332102AZOAUTOZONE INC$28,3160.09%8,349CommonSOLE
052769106ADSKAUTODESK INC$28,2670.09%95,493CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$28,0510.09%316,246CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$27,5870.09%97,373CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$27,4970.09%106,254CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$27,4500.09%95,561CommonSOLE
278865100ECLECOLAB INC$27,4470.09%104,551CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$27,3200.09%94,626CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$27,2290.09%94,453CommonSOLE
172908105CTASCINTAS CORP$27,0930.09%144,059CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$27,0520.09%93,262CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$26,9960.09%195,908CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$26,7630.09%69,818CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$26,6180.09%336,853CommonSOLE
89832Q109TFCTRUIST FINL CORP$26,5990.09%540,523CommonSOLE
540424108LLOEWS CORP$26,4970.08%251,605CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$26,3080.08%308,485CommonSOLE
74762E102QUREQUANTA SVCS INC$26,0450.08%61,710CommonSOLE
90384S303ULTAULTA BEAUTY INC$25,9920.08%42,961CommonSOLE
31428X106FDXFEDEX CORP$25,9410.08%89,804CommonSOLE
03073E105CORCENCORA INC$25,9120.08%76,720CommonSOLE
18915M107NETCLOUDFLARE INC$25,8960.08%131,354CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$25,8480.08%224,164CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$25,8250.08%159,403CommonSOLE
69370C100PTCPTC INC$25,7170.08%147,623CommonSOLE
594972408MSTRSTRATEGY INC$25,6320.08%168,688CommonSOLE
315616102FFIVF5 INC$25,3090.08%99,150CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$25,0060.08%172,742CommonSOLE
87612E106TGTTARGET CORP$24,5100.08%250,746CommonSOLE
009066101ABNBAIRBNB INC$24,1840.08%178,187CommonSOLE
816851109SRESEMPRA$24,1480.08%273,509CommonSOLE
806857108SLBSLB LIMITED$24,1190.08%628,438CommonSOLE
146869102CVNACARVANA CO$23,9050.08%56,644CommonSOLE
311900104FASTFASTENAL CO$23,8560.08%594,474CommonSOLE
693718108PCARPACCAR INC$23,6480.08%215,944CommonSOLE
98978V103ZTSZOETIS INC$23,5260.08%186,982CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$23,4870.08%282,970CommonSOLE
G6683N103NUNU HLDGS LTD$23,4620.08%1,401,563CommonSOLE
075887109BDXBECTON DICKINSON & CO$23,2590.07%119,851CommonSOLE
G0176J109ALLEALLEGION PLC$23,0720.07%144,907CommonSOLE
020002101ALLALLSTATE CORP$23,0140.07%110,563CommonSOLE
009158106APDAIR PRODS & CHEMS INC$22,9940.07%93,085CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$22,9710.07%78,247CommonSOLE
92840M102VSTVISTRA CORP$22,8700.07%141,757CommonSOLE
969904101WSMWILLIAMS SONOMA INC$22,8410.07%127,898CommonSOLE
35137L105FOXAFOX CORP$22,7020.07%310,688CommonSOLE
143658300CCL1EURCARNIVAL CORP$22,6910.07%742,991CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$22,6720.07%213,601CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$22,4760.07%260,467CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$22,3990.07%814,801CommonSOLE
253868103DLRDIGITAL RLTY TR INC$22,3030.07%144,159CommonSOLE
001055102AFLAFLAC INC$22,1890.07%201,221CommonSOLE
718546104PSXPHILLIPS 66$21,7890.07%168,853CommonSOLE
756109104OREALTY INCOME CORP$21,6280.07%383,673CommonSOLE
668771108GENGEN DIGITAL INC$21,4890.07%790,331CommonSOLE
345370860FFORD MTR CO$21,4610.07%1,635,711CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$21,4260.07%170,210CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$21,1530.07%257,904CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$21,1210.07%53,114CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$21,1160.07%93,375CommonSOLE
771049103RBLXROBLOX CORP$21,0580.07%259,883CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$20,9980.07%43,095CommonSOLE
25746U109DDOMINION ENERGY INC$20,9510.07%357,595CommonSOLE
64110D104NTAPNETAPP INC$20,9250.07%195,393CommonSOLE
256746108DLTRDOLLAR TREE INC$20,8320.07%169,350CommonSOLE
91913Y100VLOVALERO ENERGY CORP$20,7350.07%127,370CommonSOLE
56585A102MPCMARATHON PETE CORP$20,7230.07%127,426CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$20,6450.07%92,731CommonSOLE
624756102MLIMUELLER INDS INC$20,6360.07%179,759CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$20,5590.07%241,156CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$20,5470.07%99,987CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$20,4080.07%551,575CommonSOLE
833034101SNASNAP ON INC$20,2030.06%58,628CommonSOLE
00508Y102AYIACUITY INC$20,1500.06%55,967CommonSOLE
G02602103DOXAMDOCS LTD$20,0720.06%249,307CommonSOLE
925652109VICIVICI PPTYS INC$20,0430.06%712,774CommonSOLE
12504L109CBRECBRE GROUP INC$20,0320.06%124,586CommonSOLE
783549108RRYDER SYS INC$19,8720.06%103,832CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$19,8530.06%232,066CommonSOLE
29977A105EVREVERCORE INC$19,7800.06%58,135CommonSOLE
670346105NUENUCOR CORP$19,6370.06%120,390CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$19,5430.06%76,331CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$19,5320.06%505,485CommonSOLE
501044101KRKROGER CO$19,4150.06%310,739CommonSOLE
98138H101WDAYWORKDAY INC$19,3640.06%90,157CommonSOLE
682680103OKEONEOK INC NEW$19,2450.06%261,836CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$19,1560.06%189,874CommonSOLE
256677105DGDOLLAR GEN CORP NEW$19,0570.06%143,536CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$18,9230.06%415,535CommonSOLE
92936U109WPCWP CAREY INC$18,5970.06%288,953CommonSOLE
384802104GWWWW GRAINGER INC$18,4800.06%18,314CommonSOLE
30161N101EXCEXELON CORP$18,4620.06%423,527CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18,4450.06%47,409CommonSOLE
631103108NDAQNASDAQ INC$18,4280.06%189,723CommonSOLE
59156R108METMETLIFE INC$18,4050.06%233,148CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$18,3310.06%210,094CommonSOLE
831865209AOSSMITH A O CORP$17,9050.06%267,716CommonSOLE
23804L103DDOGDATADOG INC$17,7870.06%130,794CommonSOLE
05464C101AXONAXON ENTERPRISE INC$17,7500.06%31,254CommonSOLE
988498101YUMYUM BRANDS INC$17,6690.06%116,795CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$17,5800.06%19,396CommonSOLE
55354G100MSCIMSCI INC$17,5050.06%30,510CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$17,3830.06%328,969CommonSOLE
16411R208LNGCHENIERE ENERGY INC$17,3550.06%89,278CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$17,1730.06%66,178CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$17,1450.05%98,800CommonSOLE
316773100FITBFIFTH THIRD BANCORP$17,0740.05%364,748CommonSOLE
745867101PHMPULTE GROUP INC$17,0070.05%145,036CommonSOLE
336433107FSLRFIRST SOLAR INC$16,8860.05%64,639CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$16,8020.05%209,235CommonSOLE
303250104FICOFAIR ISAAC CORP$16,6000.05%9,819CommonSOLE
744320102PRUPRUDENTIAL FINL INC$16,5640.05%146,738CommonSOLE
278642103EBAYEBAY INC.$16,4860.05%189,279CommonSOLE
775711104ROLROLLINS INC$16,4260.05%273,668CommonSOLE
87612G101TRGPTARGA RES CORP$16,4200.05%88,996CommonSOLE
H2906T109GRMNGARMIN LTD$16,2830.05%80,270CommonSOLE
80004C200SNDKSANDISK CORP$16,2550.05%68,476CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$16,2460.05%119,391CommonSOLE
22822V101CCICROWN CASTLE INC$16,1560.05%181,794CommonSOLE
46266C105IQVIQVIA HLDGS INC$15,9540.05%70,779CommonSOLE
23331A109DHID R HORTON INC$15,8730.05%110,203CommonSOLE
929160109VMCVULCAN MATLS CO$15,7990.05%55,393CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$15,6470.05%25,129CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$15,6260.05%78,932CommonSOLE
457669307INSMINSMED INC$15,2700.05%87,740CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$15,1990.05%542,623CommonSOLE
92276F100VTRVENTAS INC$15,1800.05%196,179CommonSOLE
33829M101FIVEFIVE BELOW INC$15,1770.05%80,573CommonSOLE
704326107PAYXPAYCHEX INC$15,1670.05%135,206CommonSOLE
929740108WABWABTEC$15,1640.05%71,044CommonSOLE
337738108FISVFISERV INC$15,0640.05%224,264CommonSOLE
857477103STTSTATE STR CORP$15,0640.05%116,763CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$15,0480.05%93,703CommonSOLE
209115104EDCONSOLIDATED EDISON INC$15,0000.05%151,024CommonSOLE
871829107SYYSYSCO CORP$14,7980.05%200,819CommonSOLE
G3922B107GGENPACT LIMITED$14,7670.05%315,674CommonSOLE
69331C108PCGPG&E CORP$14,7620.05%918,622CommonSOLE
761152107RMDRESMED INC$14,7330.05%61,166CommonSOLE
35137L204FOXFOX CORP$14,7170.05%226,665CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$14,6630.05%220,630CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$14,6630.05%610,459CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14,6490.05%72,093CommonSOLE
852234103XYZBLOCK INC$14,5870.05%224,105CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$14,5220.05%324,944CommonSOLE
217204106CPRTCOPART INC$14,5060.05%370,522CommonSOLE
92939U106WECWEC ENERGY GROUP INC$14,3870.05%136,425CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$14,2970.05%50,851CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$14,2810.05%163,493CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$14,2270.05%66,161CommonSOLE
751212101RLRALPH LAUREN CORP$14,2210.05%40,216CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$14,0940.05%306,250CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$14,0910.05%221,132CommonSOLE
88033G407THCTENET HEALTHCARE CORP$14,0410.04%70,656CommonSOLE
26884L109EQTEQT CORP$13,9570.04%260,399CommonSOLE
98419M100XYLXYLEM INC$13,8840.04%101,952CommonSOLE
60937P106MDBMONGODB INC$13,8670.04%33,042CommonSOLE
171779309CIENCIENA CORP$13,8220.04%59,103CommonSOLE
75734B100RDDTREDDIT INC$13,8180.04%60,112CommonSOLE
922475108VEEVVEEVA SYS INC$13,8070.04%61,853CommonSOLE
49177J102KVUEKENVUE INC$13,7350.04%796,210CommonSOLE
172755100CRUSCIRRUS LOGIC INC$13,6300.04%115,018CommonSOLE
199908104FIXCOMFORT SYS USA INC$13,6030.04%14,575CommonSOLE
023608102AEEAMEREN CORP$13,4030.04%134,218CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$13,3930.04%232,960CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$13,3010.04%508,060CommonSOLE
45687V106IRINGERSOLL RAND INC$13,1970.04%166,587CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$13,1770.04%40,100CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$13,1180.04%58,643CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$12,9930.04%259,813CommonSOLE
55261F104MTBM & T BK CORP$12,9770.04%64,408CommonSOLE
444859102HUMHUMANA INC$12,9550.04%50,578CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$12,9540.04%59,417CommonSOLE
22266T109CPNGCOUPANG INC$12,9310.04%548,168CommonSOLE
09062X103BIIBBIOGEN INC$12,7790.04%72,614CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$12,7450.04%563,177CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$12,7430.04%78,840CommonSOLE
880770102TERTERADYNE INC$12,7000.04%65,612CommonSOLE
45337C102INCYINCYTE CORP$12,6620.04%128,201CommonSOLE
860630102SFSTIFEL FINL CORP$12,5980.04%100,603CommonSOLE
125269100CFCF INDS HLDGS INC$12,5680.04%162,507CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$12,5630.04%226,611CommonSOLE
629377508NRGNRG ENERGY INC$12,5580.04%78,859CommonSOLE
632307104NTRANATERA INC$12,4630.04%54,404CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$12,2870.04%81,736CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$12,2430.04%78,081CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$12,1510.04%295,501CommonSOLE
05561Q201BOKFBOK FINL CORP$12,1460.04%102,535CommonSOLE
773121108RKLBROCKET LAB CORP$12,0920.04%173,343CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$12,0610.04%329,264CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$12,0310.04%57,633CommonSOLE
19247G107COHRCOHERENT CORP$12,0130.04%65,089CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$12,0110.04%8,615CommonSOLE
04626A103ALABASTERA LABS INC$11,9480.04%71,823CommonSOLE
50212V100LPLALPL FINL HLDGS INC$11,9230.04%33,383CommonSOLE
552848103MTGMGIC INVT CORP WIS$11,8860.04%406,775CommonSOLE
22160N109CSGPCOSTAR GROUP INC$11,7650.04%174,964CommonSOLE
127097103CTRACOTERRA ENERGY INC$11,7000.04%444,533CommonSOLE
26210C104DBXDROPBOX INC$11,4970.04%413,573CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$11,4950.04%88,272CommonSOLE
681919106OMCOMNICOM GROUP INC$11,4580.04%141,890CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$11,4550.04%79,839CommonSOLE
29084Q100EMEEMCOR GROUP INC$11,3350.04%18,528CommonSOLE
30161Q104EXELEXELIXIS INC$11,3070.04%257,975CommonSOLE
049468101TEAMATLASSIAN CORPORATION$11,2670.04%69,490CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$11,2570.04%648,802CommonSOLE
049560105ATOATMOS ENERGY CORP$11,2410.04%67,057CommonSOLE
570535104MKLMARKEL GROUP INC$11,2170.04%5,218CommonSOLE
233331107DTEDTE ENERGY CO$11,1980.04%86,821CommonSOLE
427866108HSYHERSHEY CO$11,1080.04%61,040CommonSOLE
260003108DOVDOVER CORP$11,0920.04%56,811CommonSOLE
294429105EFXEQUIFAX INC$11,0910.04%51,116CommonSOLE
876030107TPRTAPESTRY INC$11,0720.04%86,653CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$11,0190.04%43,900CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$10,8960.03%48,823CommonSOLE
90353W103UIUBIQUITI INC$10,8950.03%19,689CommonSOLE
55024U109LITELUMENTUM HLDGS INC$10,8750.03%29,505CommonSOLE
252131107DXCMDEXCOM INC$10,8730.03%163,829CommonSOLE
69351T106PPLPPL CORP$10,8600.03%310,107CommonSOLE
550021109LULULULULEMON ATHLETICA INC$10,8090.03%52,016CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$10,8040.03%59,588CommonSOLE
518439104ELLAUDER ESTEE COS INC$10,7520.03%102,673CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$10,6490.03%81,605CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$10,6160.03%756,683CommonSOLE
682189105ONON SEMICONDUCTOR CORP$10,6020.03%195,787CommonSOLE
103304101BYDBOYD GAMING CORP$10,5920.03%124,263CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$10,5810.03%55,368CommonSOLE
172062101CINFCINCINNATI FINL CORP$10,5410.03%64,544CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10,5150.03%95,280CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$10,5050.03%179,849CommonSOLE
30040W108ESEVERSOURCE ENERGY$10,4790.03%155,631CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$10,4670.03%273,009CommonSOLE
G8473T100STESTERIS PLC$10,4290.03%41,136CommonSOLE
370334104GISGENERAL MLS INC$10,3930.03%223,497CommonSOLE
337932107FEFIRSTENERGY CORP$10,2930.03%229,913CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$10,2830.03%50,540CommonSOLE
46284V101IRMIRON MTN INC DEL$10,1970.03%122,929CommonSOLE
457187102INGRINGREDION INC$10,1840.03%92,367CommonSOLE
466313103JBLJABIL INC$10,0770.03%44,194CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$10,0420.03%370,551CommonSOLE
29476L107EQREQUITY RESIDENTIAL$10,0040.03%158,689CommonSOLE
829073105SSDSIMPSON MFG INC$9,9990.03%61,922CommonSOLE
920253101VMIVALMONT INDS INC$9,9970.03%24,849CommonSOLE
705573103PEGAPEGASYSTEMS INC$9,9780.03%167,081CommonSOLE
92338C103VLTOVERALTO CORP$9,9670.03%99,893CommonSOLE
443510607HUBBHUBBELL INC$9,9560.03%22,418CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$9,9460.03%19,475CommonSOLE
406216101HALHALLIBURTON CO$9,9370.03%351,641CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$9,7580.03%64,955CommonSOLE
858119100STLDSTEEL DYNAMICS INC$9,7160.03%57,340CommonSOLE
693506107PPGPPG INDS INC$9,6450.03%94,135CommonSOLE
115236101BROBROWN & BROWN INC$9,6430.03%120,997CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$9,6390.03%53,433CommonSOLE
281020107EIXEDISON INTL$9,5850.03%159,699CommonSOLE
941848103WATWATERS CORP$9,4790.03%24,956CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$9,4490.03%66,309CommonSOLE
98980G102ZSZSCALER INC$9,4140.03%41,855CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,3750.03%211,432CommonSOLE
537008104LFUSLITTELFUSE INC$9,3290.03%36,886CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$9,2770.03%90,609CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$9,2500.03%135,566CommonSOLE
526057104LENLENNAR CORP$9,2150.03%89,640CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9,0080.03%48,952CommonSOLE
N72482206QGENQIAGEN NV$8,8960.03%197,810CommonSOLE
125896100CMSCMS ENERGY CORP$8,8670.03%126,801CommonSOLE
40434L105HPQHP INC$8,8050.03%395,190CommonSOLE
504922105LHLABCORP HOLDINGS INC$8,7840.03%35,013CommonSOLE
G39108108GTESGATES INDL CORP PLC$8,7390.03%407,045CommonSOLE
74624M102PPURE STORAGE INC$8,7200.03%130,130CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$8,7030.03%44,995CommonSOLE
231561101CWCURTISS WRIGHT CORP$8,6830.03%15,751CommonSOLE
500754106KHCKRAFT HEINZ CO$8,6750.03%357,739CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$8,6580.03%87,885CommonSOLE
460146103IPINTERNATIONAL PAPER CO$8,6500.03%219,605CommonSOLE
637417106NNNNNN REIT INC$8,6300.03%217,776CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$8,5710.03%115,160CommonSOLE
147528103CASYCASEYS GEN STORES INC$8,5690.03%15,504CommonSOLE
219948106CPAYCORPAY INC$8,5680.03%28,473CommonSOLE
443573100HUBSHUBSPOT INC$8,5480.03%21,302CommonSOLE
084423102WRBBERKLEY W R CORP$8,5250.03%121,584CommonSOLE
92343E102VRSNVERISIGN INC$8,4720.03%34,872CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$8,4510.03%48,894CommonSOLE
15135B101CNCCENTENE CORP DEL$8,4490.03%205,333CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$8,4430.03%100,691CommonSOLE
452327109ILMNILLUMINA INC$8,4430.03%64,371CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$8,4410.03%218,289CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$8,4330.03%56,591CommonSOLE
90138F102TWLOTWILIO INC$8,4270.03%59,245CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$8,4010.03%42,675CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$8,3940.03%160,214CommonSOLE
422806208HEI/AHEICO CORP NEW$8,3910.03%33,241CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$8,3580.03%128,407CommonSOLE
45784P101PODDINSULET CORP$8,3520.03%29,382CommonSOLE
65473P105NINISOURCE INC$8,3480.03%199,915CommonSOLE
62944T105NVRNVR INC$8,3360.03%1,143CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$8,2530.03%29,994CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$8,2130.03%59,530CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$8,1860.03%18,033CommonSOLE
493267108KEYKEYCORP$8,1780.03%396,204CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$8,1430.03%3,794CommonSOLE
38526M106LOPEGRAND CANYON ED INC$8,1390.03%48,936CommonSOLE
67059N108NTNXNUTANIX INC$8,0710.03%156,142CommonSOLE
G0250X107AMCRAMCOR PLC$8,0540.03%965,684CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,0430.03%91,182CommonSOLE
74935Q107RBARB GLOBAL INC$7,9900.03%77,667CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$7,9790.03%193,050CommonSOLE
30063P105EXKEXACT SCIENCES CORP$7,9260.03%78,041CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$7,9120.03%49,219CommonSOLE
896239100TRMBTRIMBLE INC$7,8210.03%99,817CommonSOLE
37940X102GPNGLOBAL PMTS INC$7,8130.03%100,941CommonSOLE
366651107ITGARTNER INC$7,7840.02%30,854CommonSOLE
77311W101RKTROCKET COS INC$7,6370.02%394,471CommonSOLE
780287108RGLDROYAL GOLD INC$7,6330.02%34,337CommonSOLE
576485205MTDRMATADOR RES CO$7,6330.02%179,843CommonSOLE

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.