MondegarAI
Treasurer of the State of North Carolina

Q1 2026 · 13F-HR

Treasurer of the State of North Carolinaholdings as filed

Filed 2026-05-14 · accession 0001761054-26-000003

$31.8M
Reported value
1,006
Positions
2026-03-31
Period end
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The Brief · Treasurer of the State of North Carolina · Q1 2026

AI · grounded in 13F

Treasurer of the State of North Carolina increased its position in IWM by 191.53%. The fund added 957 new positions while reducing 59 others, bringing its total AUM to $31,790,532. Other notable accumulations include LRCX and JNJ, which grew by 5.63% and 4.50% respectively.

Holdings as filed

First 500 of 1006

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$1.9M6.03%10,995,140CommonSOLE
037833100AAPLAPPLE INC$1.7M5.41%6,781,124CommonSOLE
464287655IWMISHARES TR$1.5M4.61%5,913,256CommonSOLE
594918104MSFTMICROSOFT CORP$1.3M4.11%3,531,845CommonSOLE
023135106AMZNAMAZON COM INC$1.0M3.15%4,811,413CommonSOLE
02079K305GOOGLALPHABET INC$806,8252.54%2,805,763CommonSOLE
11135F101AVGOBROADCOM INC$740,9702.33%2,394,010CommonSOLE
30303M102METAMETA PLATFORMS INC$656,0802.06%1,146,732CommonSOLE
02079K107GOOGALPHABET INC$648,3252.04%2,260,076CommonSOLE
88160R101TSLATESLA INC$526,5621.66%1,416,440CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$378,3991.19%789,648CommonSOLE
532457108LLYELI LILLY & CO$366,7671.15%398,759CommonSOLE
478160104JNJJOHNSON & JOHNSON$352,6451.11%1,442,664CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$342,1251.08%1,163,056CommonSOLE
30231G102XOMEXXON MOBIL CORP$306,8750.97%1,808,762CommonSOLE
92826C839VVISA INC$295,9370.93%979,147CommonSOLE
742718109PGPROCTER & GAMBLE CO$238,1020.75%1,648,446CommonSOLE
931142103WMTWALMART INC$231,4930.73%1,862,671CommonSOLE
595112103MUMICRON TECHNOLOGY INC$224,9770.71%665,929CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$216,5430.68%433,380CommonSOLE
17275R102CSCOCISCO SYS INC$210,1270.66%2,708,172CommonSOLE
64110L106NFLXNETFLIX INC.$209,2260.66%2,176,036CommonSOLE
512807306LRCXLAM RESEARCH CORP$198,3300.62%928,251CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$189,3520.60%190,030CommonSOLE
060505104BACBANK AMERICA CORP$184,3240.58%3,780,999CommonSOLE
038222105AMATAPPLIED MATLS INC$173,1850.54%506,699CommonSOLE
00287Y109ABBVABBVIE INC$170,9410.54%785,972CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$168,1330.53%1,149,394CommonSOLE
166764100CVXCHEVRON CORPORATION$165,9540.52%802,096CommonSOLE
482480100KLACKLA CORP$161,2770.51%109,533CommonSOLE
68389X105ORCLORACLE CORP$144,2650.45%980,664CommonSOLE
149123101CATCATERPILLAR INC$140,4440.44%198,238CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$140,2600.44%689,475CommonSOLE
437076102HDHOME DEPOT INC$140,1970.44%426,273CommonSOLE
58933Y105MRKMERCK & CO INC$138,0920.43%1,147,989CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$136,9930.43%565,175CommonSOLE
369604301GEGE AEROSPACE$129,9500.41%457,940CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$126,8730.40%468,876CommonSOLE
191216100KOCOCA COLA CO$126,6190.40%1,664,948CommonSOLE
580135101MCDMCDONALDS CORP$119,8600.38%385,661CommonSOLE
718172109PMPHILIP MORRIS INTL INC$119,2280.38%721,110CommonSOLE
032654105ADIANALOG DEVICES INC$116,5060.37%366,209CommonSOLE
882508104TXNTEXAS INSTRS INC$111,4130.35%573,878CommonSOLE
75513E101RTXRTX CORPORATION$110,4920.35%572,793CommonSOLE
375558103GILDGILEAD SCIENCES INC$107,7780.34%773,323CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$106,4270.33%125,802CommonSOLE
949746101WMT2WELLS FARGO & CO$105,5550.33%1,325,907CommonSOLE
254687106DISDISNEY WALT CO$104,5050.33%1,084,301CommonSOLE
458140100INTCINTEL CORP$101,0400.32%2,289,593CommonSOLE
36828A101GEVGE VERNOVA INC$100,8960.32%115,587CommonSOLE
G54950103LINLINDE PLC$99,6720.31%201,049CommonSOLE
369550108GDGENERAL DYNAMICS CORP$99,3270.31%289,397CommonSOLE
025816109AXPAMERICAN EXPRESS CO$98,3210.31%325,049CommonSOLE
747525103QCOMQUALCOMM INC$97,6910.31%758,592CommonSOLE
29364G103ETRENTERGY CORP NEW$96,0590.30%854,923CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$95,4250.30%194,138CommonSOLE
002824100ABTABBOTT LABORATORIES$94,3700.30%919,163CommonSOLE
713448108PEPPEPSICO INC$91,1050.29%586,675CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$90,7710.29%1,808,196CommonSOLE
20825C104COPCONOCOPHILLIPS$87,6710.28%664,171CommonSOLE
12572Q105CMECME GROUP INC$86,8720.27%294,134CommonSOLE
G5960L103MDTMEDTRONIC PLC$86,1410.27%994,123CommonSOLE
00206R102TAT&T INC$85,7790.27%2,958,929CommonSOLE
172967424CCITIGROUP INC$84,1560.26%742,054CommonSOLE
717081103PFEPFIZER INC$83,9210.26%2,988,638CommonSOLE
65339F101NEENEXTERA ENERGY INC$82,9580.26%893,169CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$81,9960.26%626,213CommonSOLE
09290D101BLKBLACKROCK INC$81,9560.26%85,219CommonSOLE
031162100AMGNAMGEN INC$81,0230.25%230,277CommonSOLE
617446448MSMORGAN STANLEY$79,9340.25%485,713CommonSOLE
79466L302CRMSALESFORCE INC$79,6870.25%426,886CommonSOLE
461202103INTUINTUIT$78,5790.25%181,737CommonSOLE
872540109TJXTJX COS INC NEW$76,4760.24%478,875CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$75,7610.24%1,053,265CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$72,4800.23%397,303CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$69,6650.22%151,121CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$69,4890.22%433,438CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$68,1500.21%343,690CommonSOLE
040413205ANETARISTA NETWORKS INC$68,0400.21%554,162CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$67,1940.21%714,977CommonSOLE
032095101APHAMPHENOL CORP$66,0050.21%522,396CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$65,4710.21%350,993CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$64,6500.20%1,099,864CommonSOLE
097023105BABOEING CO$64,3840.20%323,489CommonSOLE
651639106NEMNEWMONT CORP$64,0130.20%591,347CommonSOLE
231021106CMICUMMINS INC$63,3290.20%117,708CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$62,4900.20%307,562CommonSOLE
907818108UNPUNION PAC CORP$62,1210.20%256,043CommonSOLE
438516106HONHONEYWELL INTL INC$61,5400.19%272,263CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$61,0620.19%14,503CommonSOLE
40412C101HCAHCA HEALTHCARE INC$60,1160.19%127,030CommonSOLE
00724F101ADBEADOBE INC$60,0230.19%246,928CommonSOLE
G29183103ETNEATON CORP PLC$60,0100.19%167,781CommonSOLE
244199105DEDEERE & CO$58,9230.19%104,604CommonSOLE
031100100AMEAMETEK INC$58,4270.18%272,563CommonSOLE
95040Q104WELLWELLTOWER INC$58,2040.18%294,389CommonSOLE
30034W106EVRGEVERGY INC$57,2770.18%699,185CommonSOLE
02209S103MOALTRIA GROUP INC$56,8480.18%861,468CommonSOLE
548661107LOWLOWES COS INC$56,6960.18%239,952CommonSOLE
464287200IVVISHARES TR$55,3280.17%84,701CommonSOLE
78409V104SPGIS&P GLOBAL INC$55,2040.17%129,788CommonSOLE
98389B100XELXCEL ENERGY INC$54,7410.17%689,089CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$53,3710.17%88,305CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$52,9180.17%872,508CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$52,8130.17%191,922CommonSOLE
74340W103PLDPROLOGIS INC.$52,4920.17%397,128CommonSOLE
03076C106AMPAMERIPRISE FINL INC$51,5650.16%116,033CommonSOLE
235851102DHRDANAHER CORP DEL$51,1130.16%269,584CommonSOLE
H1467J104CBCHUBB LTD SWITZ$51,0010.16%156,479CommonSOLE
03831W108APPAPPLOVIN CORP$50,9790.16%128,089CommonSOLE
20030N101CMCSACOMCAST CORP NEW$50,4050.16%1,755,658CommonSOLE
743315103PGRPROGRESSIVE CORP$49,7350.16%250,884CommonSOLE
958102105WDCWESTERN DIGITAL CORP$49,4710.16%182,894CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$48,5220.15%108,663CommonSOLE
701094104PHPARKER-HANNIFIN CORP$48,4800.15%54,153CommonSOLE
863667101SYKSTRYKER CORPORATION$48,4220.15%147,362CommonSOLE
80004C200SNDKSANDISK CORP$47,3280.15%74,493CommonSOLE
81762P102NOWSERVICENOW INC$46,7470.15%447,128CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$46,6540.15%60,382CommonSOLE
26875P101EOGEOG RES INC$46,5110.15%321,720CommonSOLE
58155Q103MCKMCKESSON CORP$45,7910.14%52,916CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$45,7320.14%117,138CommonSOLE
760759100RSGREPUBLIC SVCS INC$45,6350.14%208,362CommonSOLE
842587107SOSOUTHERN CO$45,5340.14%471,752CommonSOLE
219350105GLWCORNING INC$45,4490.14%334,257CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$45,1970.14%489,618CommonSOLE
37045V100GMGENERAL MTRS CO$45,0510.14%604,716CommonSOLE
855244109SBUXSTARBUCKS CORP$43,6260.14%486,951CommonSOLE
778296103ROSTROSS STORES INC$43,3460.14%200,092CommonSOLE
872590104TMUST-MOBILE US INC$43,3300.14%206,302CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$42,4620.13%119,997CommonSOLE
22052L104CTVACORTEVA INC$41,0710.13%490,640CommonSOLE
29444U700EQIXEQUINIX INC$41,0130.13%41,840CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$40,8130.13%162,876CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$39,9670.13%143,835CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$39,7740.13%95,442CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$39,6550.12%631,953CommonSOLE
443201108HWMHOWMET AEROSPACE INC$39,5640.12%171,673CommonSOLE
911363109URIUNITED RENTALS INC$39,3950.12%54,072CommonSOLE
871607107SNPSSYNOPSYS INC$39,3390.12%99,221CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$39,0560.12%57,247CommonSOLE
126650100CVSCVS HEALTH CORP$38,5110.12%536,211CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$38,4140.12%244,240CommonSOLE
G25508105CRHCRH PLC$38,3810.12%365,114CommonSOLE
902973304USBUS BANCORP$38,1710.12%733,915CommonSOLE
969457100WMBWILLIAMS COS INC$37,9480.12%521,413CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$37,2980.12%133,566CommonSOLE
34959E109FTNTFORTINET INC$36,8510.12%450,944CommonSOLE
09260D107BXBLACKSTONE INC$36,5160.11%317,556CommonSOLE
94106L109WMWASTE MGMT INC DEL$36,3960.11%158,386CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$36,0750.11%207,984CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$35,8970.11%362,417CommonSOLE
285512109EAELECTRONIC ARTS INC$35,6760.11%174,992CommonSOLE
78467J100SSNCSS&C TECH HLDGS$35,2900.11%522,275CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$35,2430.11%367,157CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$34,9740.11%294,813CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$34,8650.11%346,057CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$34,8240.11%519,215CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$34,7430.11%1,265,237CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$34,6890.11%166,702CommonSOLE
74762E102QUREQUANTA SVCS INC$34,6150.11%63,049CommonSOLE
03027X100AMTAMERICAN TOWER CORP$34,5610.11%200,260CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$34,3160.11%262,058CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$34,2590.11%523,361CommonSOLE
88579Y101MMM3M CO$33,1570.10%228,308CommonSOLE
806857108SLBSLB LIMITED$32,9980.10%642,118CommonSOLE
126408103CSXCSX CORP$32,9900.10%803,657CommonSOLE
31428X106FDXFEDEX CORP$32,6820.10%91,758CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$32,3280.10%446,147CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$32,2900.10%124,055CommonSOLE
665859104NTRSNORTHERN TR CORP$32,2230.10%230,871CommonSOLE
91913Y100VLOVALERO ENERGY CORP$32,1540.10%130,138CommonSOLE
609207105MDLZMONDELEZ INTL INC$31,9720.10%554,680CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$31,9340.10%65,856CommonSOLE
87612E106TGTTARGET CORP$31,6810.10%261,396CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$31,6650.10%98,783CommonSOLE
291011104EMREMERSON ELEC CO$31,6150.10%241,299CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$31,5040.10%323,582CommonSOLE
56585A102MPCMARATHON PETE CORP$31,4340.10%128,734CommonSOLE
718546104PSXPHILLIPS 66$31,4310.10%172,529CommonSOLE
G7S00T104PNRPENTAIR PLC$31,3130.10%359,461CommonSOLE
571903202MARMARRIOTT INTL INC NEW$31,0620.10%94,969CommonSOLE
315616102FFIVF5 INC$31,0430.10%107,294CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$30,9570.10%71,334CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$30,9140.10%314,235CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$30,9080.10%454,397CommonSOLE
125523100CITHE CIGNA GROUP$30,0870.09%112,791CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$30,0240.09%229,048CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$29,6920.09%97,645CommonSOLE
247361702DALDELTA AIR LINES INC$29,6760.09%446,397CommonSOLE
45168D104IDXXIDEXX LABS INC$29,5800.09%52,644CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$29,5560.09%653,470CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$29,3350.09%344,189CommonSOLE
053332102AZOAUTOZONE INC$29,2110.09%8,648CommonSOLE
540424108LLOEWS CORP$29,1040.09%272,664CommonSOLE
615369105MCOMOODYS CORP$29,0330.09%66,552CommonSOLE
G0403H108AONAON PLC$29,0160.09%89,894CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$28,6460.09%103,528CommonSOLE
311900104FASTFASTENAL CO$28,6370.09%617,181CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$28,6200.09%174,371CommonSOLE
278865100ECLECOLAB INC$28,4180.09%106,827CommonSOLE
770700102HOODROBINHOOD MKTS INC$28,2950.09%408,296CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$27,9800.09%206,906CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$27,9150.09%832,543CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$27,8790.09%95,232CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$27,7480.09%96,684CommonSOLE
18915M107NETCLOUDFLARE INC$27,6940.09%134,213CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$27,6280.09%95,108CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$27,5960.09%79,954CommonSOLE
893641100TDGTRANSDIGM GROUP INC$27,4270.09%23,665CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$27,4070.09%46,219CommonSOLE
816851109SRESEMPRA$27,1560.09%279,467CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$27,1010.09%92,915CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$26,9140.08%292,322CommonSOLE
48251W104KKRKKR & CO INC$26,8560.08%290,339CommonSOLE
253868103DLRDIGITAL RLTY TR INC$26,5450.08%147,302CommonSOLE
654106103NKENIKE INC$26,4620.08%500,985CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$26,1490.08%227,676CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$26,0970.08%544,033CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$25,9210.08%424,582CommonSOLE
16411R208LNGCHENIERE ENERGY INC$25,8850.08%91,222CommonSOLE
693718108PCARPACCAR INC$25,4840.08%220,642CommonSOLE
172908105CTASCINTAS CORP$24,8960.08%147,193CommonSOLE
89832Q109TFCTRUIST FINL CORP$24,8580.08%540,739CommonSOLE
969904101WSMWILLIAMS SONOMA INC$24,7870.08%135,947CommonSOLE
03073E105CORCENCORA INC$24,6250.08%78,390CommonSOLE
594972408MSTRSTRATEGY INC$24,4750.08%196,113CommonSOLE
682680103OKEONEOK INC NEW$24,1820.08%267,533CommonSOLE
756109104OREALTY INCOME CORP$23,9840.08%392,022CommonSOLE
90384S303ULTAULTA BEAUTY INC$23,8520.08%45,631CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$23,8150.07%103,145CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$23,5140.07%108,569CommonSOLE
25809K105DASHDOORDASH INC$23,5070.07%156,557CommonSOLE
052769106ADSKAUTODESK INC$23,4850.07%98,101CommonSOLE
171779309CIENCIENA CORP$23,4450.07%60,389CommonSOLE
783549108RRYDER SYS INC$23,2590.07%113,621CommonSOLE
020002101ALLALLSTATE CORP$23,1460.07%111,635CommonSOLE
833034101SNASNAP ON INC$22,9170.07%63,095CommonSOLE
G0176J109ALLEALLEGION PLC$22,8730.07%157,431CommonSOLE
87612G101TRGPTARGA RES CORP$22,7990.07%90,932CommonSOLE
69370C100PTCPTC INC$22,6060.07%158,647CommonSOLE
25746U109DDOMINION ENERGY INC$22,5880.07%365,381CommonSOLE
009066101ABNBAIRBNB INC$22,5800.07%178,811CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$22,5430.07%233,052CommonSOLE
501044101KRKROGER CO$22,5300.07%311,360CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$22,4250.07%278,951CommonSOLE
316773100FITBFIFTH THIRD BANCORP$22,3970.07%482,065CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$22,3550.07%95,837CommonSOLE
98978V103ZTSZOETIS INC$22,3120.07%188,752CommonSOLE
125269100CFCF INDUSTRIES HOLD$22,2870.07%171,648CommonSOLE
001055102AFLAFLAC INC$22,1040.07%201,481CommonSOLE
92840M102VSTVISTRA CORP$21,7730.07%144,838CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$21,6660.07%19,816CommonSOLE
624756102MLIMUELLER INDS INC$21,6320.07%195,239CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$21,5880.07%102,161CommonSOLE
833445109SNOWSNOWFLAKE INC$21,4130.07%141,978CommonSOLE
64110D104NTAPNETAPP INC$21,3380.07%208,396CommonSOLE
92936U109WPCWP CAREY INC$21,2240.07%312,295CommonSOLE
30161N101EXCEXELON CORP$21,2130.07%432,746CommonSOLE
55024U109LITELUMENTUM HLDGS INC$21,1860.07%30,147CommonSOLE
670346105NUENUCOR CORP$21,1520.07%125,088CommonSOLE
143658300CCL1EURCARNIVAL CORP$21,0130.07%811,943CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$20,8000.07%73,663CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$20,6630.06%105,433CommonSOLE
G6683N103NUNU HLDGS LTD$20,5790.06%1,432,073CommonSOLE
199908104FIXCOMFORT SYS USA INC$20,5370.06%14,893CommonSOLE
925652109VICIVICI PPTYS INC$20,5210.06%751,123CommonSOLE
384802104GWWWW GRAINGER INC$20,4170.06%18,717CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$19,9720.06%179,253CommonSOLE
33829M101FIVEFIVE BELOW INC$19,9510.06%87,319CommonSOLE
880770102TERTERADYNE INC$19,8750.06%67,040CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$19,7320.06%246,405CommonSOLE
35137L105FOXAFOX CORP$19,6660.06%336,753CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$19,6260.06%301,935CommonSOLE
256746108DLTRDOLLAR TREE INC$19,5580.06%178,595CommonSOLE
345370860FFORD MTR CO$19,2870.06%1,671,321CommonSOLE
831865209AOSSMITH A O CORP$19,2870.06%292,493CommonSOLE
H2906T109GRMNGARMIN LTD$19,2670.06%83,044CommonSOLE
075887109BDXBECTON DICKINSON & CO$19,2550.06%122,461CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$19,1620.06%269,205CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$19,1360.06%198,360CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$18,9270.06%336,130CommonSOLE
29977A105EVREVERCORE INC$18,8300.06%63,080CommonSOLE
988498101YUMYUM BRANDS INC$18,5540.06%119,334CommonSOLE
L6388F110TIGOMILLICOM INTL CELLULAR S A$18,5440.06%247,457CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$18,3160.06%67,617CommonSOLE
146869102CVNACARVANA CO$18,1940.06%57,874CommonSOLE
172755100CRUSCIRRUS LOGIC INC$18,1630.06%125,589CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$18,1630.06%296,050CommonSOLE
929740108WABWABTEC$18,1410.06%72,592CommonSOLE
745867101PHMPULTE GROUP INC$18,0740.06%153,674CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$18,0400.06%563,584CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$17,9560.06%54,269CommonSOLE
256677105DGDOLLAR GEN CORP$17,9390.06%151,094CommonSOLE
19247G107COHRCOHERENT CORP$17,8350.06%74,871CommonSOLE
G02602103DOXAMDOCS LTD$17,7140.06%271,439CommonSOLE
278642103EBAYEBAY INC.$17,6030.06%193,402CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$17,5070.06%240,843CommonSOLE
209115104EDCONSOLIDATED EDISON INC$17,4660.05%154,317CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$17,3860.05%48,445CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$17,3780.05%230,941CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$17,3410.05%87,676CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$17,3060.05%213,787CommonSOLE
12504L109CBRECBRE GROUP INC$17,2440.05%127,297CommonSOLE
90353W103UIUBIQUITI INC$17,1180.05%21,661CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$17,0900.05%801,590CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$17,0850.05%339,535CommonSOLE
00508Y102AYIACUITY INC$17,0630.05%60,893CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$16,8870.05%85,162CommonSOLE
59156R108METMETLIFE INC$16,8470.05%238,221CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$16,6580.05%95,404CommonSOLE
69331C108PCGPG&E CORP$16,4910.05%938,616CommonSOLE
55354G100MSCIMSCI INC$16,4590.05%30,536CommonSOLE
631103108NDAQNASDAQ INC$16,4560.05%193,855CommonSOLE
26884L109EQTEQT CORP$16,4160.05%257,951CommonSOLE
92276F100VTRVENTAS INC$16,3930.05%200,455CommonSOLE
127097103CTRACOTERRA ENERGY INC$16,3490.05%465,262CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$16,2590.05%54,701CommonSOLE
92939U106WECWEC ENERGY GROUP INC$16,1380.05%139,396CommonSOLE
668771108GENGEN DIGITAL INC$16,1140.05%855,763CommonSOLE
775711104ROLROLLINS INC$16,0880.05%301,213CommonSOLE
23804L103DDOGDATADOG INC$15,7760.05%133,640CommonSOLE
36467J108GLPIGAMING & LEISURE P$15,5380.05%350,193CommonSOLE
929160109VMCVULCAN MATLS CO$15,4120.05%56,598CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$15,4030.05%77,991CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$15,3930.05%335,432CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$15,3650.05%78,635CommonSOLE
023608102AEEAMEREN CORP$15,2750.05%138,961CommonSOLE
23331A109DHID R HORTON INC$15,2010.05%110,779CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$15,1900.05%637,955CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$15,1130.05%25,673CommonSOLE
22822V101CCICROWN CASTLE INC$15,1030.05%185,747CommonSOLE
857477103STTSTATE STR CORP$15,0990.05%119,305CommonSOLE
771049103RBLXROBLOX CORP$15,0190.05%265,537CommonSOLE
751212101RLRALPH LAUREN CORP$14,8540.05%43,181CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$14,8270.05%86,174CommonSOLE
457669307INSMINSMED INC$14,6590.05%89,647CommonSOLE
744320102PRUPRUDENTIAL FINL INC$14,6470.05%149,929CommonSOLE
871829107SYYSYSCO CORP$14,6370.05%205,196CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$14,5980.05%225,946CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$14,5980.05%554,438CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$14,5060.05%606,170CommonSOLE
05561Q201BOKFBOK FINL CORP$14,2560.04%111,324CommonSOLE
88033G407THCTENET HEALTHCARE CORP$14,1780.04%75,131CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$14,1000.04%97,381CommonSOLE
761152107RMDRESMED INC$14,0300.04%62,502CommonSOLE
49177J102KVUEKENVUE INC$14,0250.04%813,540CommonSOLE
406216101HALHALLIBURTON CO$14,0090.04%359,300CommonSOLE
29084Q100EMEEMCOR GROUP INC$13,9800.04%18,935CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$13,9040.04%121,990CommonSOLE
09062X103BIIBBIOGEN INC$13,7830.04%75,179CommonSOLE
852234103XYZBLOCK INC$13,7800.04%228,984CommonSOLE
05464C101AXONAXON ENTERPRISE INC$13,7480.04%32,372CommonSOLE
45687V106IRINGERSOLL RAND INC$13,6370.04%170,213CommonSOLE
537008104LFUSLITTELFUSE INC$13,5690.04%39,984CommonSOLE
773121108RKLBROCKET LAB CORP$13,4590.04%209,582CommonSOLE
55261F104MTBM & T BK CORP$13,4400.04%65,016CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$13,4390.04%858,744CommonSOLE
336433107FSLRFIRST SOLAR INC$13,4030.04%67,947CommonSOLE
35137L204FOXFOX CORP$13,0480.04%245,732CommonSOLE
233331107DTEDTE ENERGY CO$12,9710.04%88,707CommonSOLE
427866108HSYHERSHEY CO$12,9660.04%62,368CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$12,9650.04%60,057CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$12,8770.04%167,056CommonSOLE
46284V101IRMIRON MTN INC DEL$12,8290.04%125,602CommonSOLE
45337C102INCYINCYTE CORP$12,8230.04%136,241CommonSOLE
629377508NRGNRG ENERGY INC$12,8090.04%87,648CommonSOLE
337738108FISVFISERV INC$12,7860.04%229,144CommonSOLE
G3922B107GGENPACT LIMITED$12,7750.04%342,950CommonSOLE
704326107PAYXPAYCHEX INC$12,7260.04%138,146CommonSOLE
049560105ATOATMOS ENERGY CORP$12,6560.04%68,516CommonSOLE
260557103DOWDOW HLDGS INC$12,6170.04%302,928CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$12,6060.04%44,851CommonSOLE
217204106CPRTCOPART INC$12,5690.04%378,585CommonSOLE
941848103WATWATERS CORP$12,5280.04%42,070CommonSOLE
98419M100XYLXYLEM INC$12,4490.04%104,176CommonSOLE
876030107TPRTAPESTRY INC$12,3510.04%87,524CommonSOLE
682189105ONON SEMICONDUCTOR CORP$12,3440.04%199,354CommonSOLE
46266C105IQVIQVIA HLDGS INC$12,3330.04%72,319CommonSOLE
576485205MTDRMATADOR RES CO$12,3220.04%195,023CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$12,1700.04%268,658CommonSOLE
69351T106PPLPPL CORP$12,1040.04%316,857CommonSOLE
260003108DOVDOVER CORP$12,1010.04%58,050CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$12,0400.04%278,956CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$12,0400.04%19,901CommonSOLE
860630102SFSTIFEL FINL CORP$11,9630.04%161,843CommonSOLE
281020107EIXEDISON INTL$11,9410.04%163,171CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$11,9110.04%40,975CommonSOLE
337932107FEFIRSTENERGY CORP$11,9010.04%234,920CommonSOLE
G87110105FTITECHNIPFMC PLC$11,8620.04%171,584CommonSOLE
30161Q104EXELEXELIXIS INC$11,8500.04%276,296CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$11,8270.04%90,190CommonSOLE
466313103JBLJABIL INC$11,8000.04%44,423CommonSOLE
98138H101WDAYWORKDAY INC$11,7670.04%90,571CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$11,7190.04%24,695CommonSOLE
87162W100SNXTD SYNNEX CORPORATION$11,6760.04%69,209CommonSOLE
552848103MTGMGIC INVT CORP WIS$11,6210.04%442,716CommonSOLE
03743Q108APAAPA CORPORATION$11,5810.04%272,878CommonSOLE
147528103CASYCASEYS GEN STORES INC$11,5290.04%15,839CommonSOLE
829073105SSDSIMPSON MFG INC$11,4760.04%66,867CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$11,3690.04%59,917CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$11,3510.04%63,425CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$11,3470.04%83,381CommonSOLE
632307104NTRANATERA INC$11,3100.04%56,554CommonSOLE
443510607HUBBHUBBELL INC$11,2390.04%22,903CommonSOLE
457187102INGRINGREDION INC$11,2330.04%99,707CommonSOLE
922475108VEEVVEEVA SYS INC$11,2160.04%63,850CommonSOLE
103304101BYDBOYD GAMING CORP$11,1500.04%135,677CommonSOLE
30040W108ESEVERSOURCE ENERGY$11,1380.04%160,763CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$11,1010.03%8,802CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$11,0200.03%183,760CommonSOLE
759351604RGAREINSURANCE GROUP AMER INC$10,9460.03%53,617CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$10,7920.03%146,039CommonSOLE
681919106OMCOMNICOM GROUP INC$10,7220.03%142,370CommonSOLE
920253101VMIVALMONT INDS INC$10,7220.03%26,833CommonSOLE
231561101CWCURTISS WRIGHT CORP$10,7220.03%15,742CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$10,6870.03%97,351CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$10,6840.03%43,608CommonSOLE
303250104FICOFAIR ISAAC CORP$10,5850.03%9,915CommonSOLE
22266T109CPNGCOUPANG INC$10,5750.03%560,105CommonSOLE
858119100STLDSTEEL DYNAMICS INC$10,5460.03%58,587CommonSOLE
252131107DXCMDEXCOM INC$10,5120.03%167,393CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$10,4150.03%222,019CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$10,4040.03%50,879CommonSOLE
172062101CINFCINCINNATI FINL CORP$10,3770.03%65,946CommonSOLE
74743L100QQNITY ELECTRONICS INC$10,3380.03%89,602CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$10,3330.03%67,752CommonSOLE
693506107PPGPPG INDS INC$10,2800.03%96,183CommonSOLE
50212V100LPLALPL FINL HLDGS INC$10,2630.03%34,114CommonSOLE
570535104MKLMARKEL GROUP INC$10,2100.03%5,334CommonSOLE
26210C104DBXDROPBOX INC$10,1620.03%447,262CommonSOLE
125896100CMSCMS ENERGY CORP$10,0520.03%129,566CommonSOLE
G39108108GTESGATES INDL CORP PLC$9,9890.03%441,798CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$9,9450.03%60,882CommonSOLE
637417106NNNNNN REIT INC$9,8910.03%235,321CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$9,8530.03%59,785CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$9,7980.03%223,596CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$9,7000.03%371,346CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$9,6480.03%49,213CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$9,6010.03%102,880CommonSOLE
29476L107EQREQUITY RESIDENTIAL$9,5910.03%162,145CommonSOLE
983793100XPOXPO INC$9,5480.03%49,075CommonSOLE
504922105LHLABCORP HOLDINGS INC$9,5450.03%35,774CommonSOLE
65473P105NINISOURCE INC$9,5310.03%204,263CommonSOLE
294429105EFXEQUIFAX INC$9,4050.03%52,232CommonSOLE
92338C103VLTOVERALTO CORP$9,3790.03%106,071CommonSOLE
G98239109XPXP INC$9,3710.03%492,178CommonSOLE
G8473T100STESTERIS PLC$9,2950.03%42,033CommonSOLE
980745103WWDWOODWARD INC$9,1760.03%25,638CommonSOLE
780287108RGLDROYAL GOLD INC$9,1590.03%35,988CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$9,1240.03%60,828CommonSOLE
38526M106LOPEGRAND CANYON ED INC$9,0500.03%53,225CommonSOLE
012653101ALBALBEMARLE CORP$9,0310.03%50,306CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$8,9690.03%63,079CommonSOLE
444859102HUMHUMANA INC$8,9600.03%51,678CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$8,8880.03%223,040CommonSOLE
912008109USFDUS FOODS HLDG CORP$8,8540.03%96,025CommonSOLE
92343E102VRSNVERISIGN INC$8,8490.03%35,631CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$8,8350.03%109,666CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$8,7890.03%80,556CommonSOLE
122017106BURLBURLINGTON STORES INC$8,7540.03%26,905CommonSOLE
75734B100RDDTREDDIT INC$8,6700.03%64,386CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$8,6660.03%74,033CommonSOLE
576323109MTZMASTEC INC$8,5670.03%26,626CommonSOLE
370334104GISGENERAL MILLS INC$8,5000.03%228,362CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$8,4900.03%54,591CommonSOLE
219948106CPAYCORPAY INC$8,4660.03%29,094CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$8,3950.03%93,167CommonSOLE
01741R102ATIATI INC$8,3890.03%57,670CommonSOLE
04626A103ALABASTERA LABS INC$8,3650.03%76,326CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$8,3510.03%50,288CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$8,3460.03%92,584CommonSOLE
60937P106MDBMONGODB INC$8,2640.03%33,763CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$8,2440.03%519,117CommonSOLE
500754106KHCKRAFT HEINZ CO$8,2210.03%365,527CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$8,2070.03%179,203CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$8,1780.03%57,095CommonSOLE
550021109LULULULULEMON ATHLETICA INC$8,1740.03%53,387CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$8,1190.03%20,600CommonSOLE
452327109ILMNILLUMINA INC$8,1070.03%65,771CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8,1060.03%49,889CommonSOLE
G6700G107NVTNVENT ELEC PLC$8,0630.03%68,169CommonSOLE
N72482156QGENQIAGEN NV$8,0430.03%200,881CommonSOLE
695156109PKGPACKAGING CORP AMER$8,0240.03%37,809CommonSOLE
460146103IPINTERNATIONAL PAPER CO$8,0100.03%224,382CommonSOLE
526057104LENLENNAR CORP$7,9820.03%91,911CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$7,9570.03%109,677CommonSOLE
74624M102PEVERPURE INC$7,9500.03%134,653CommonSOLE
115236101BROBROWN & BROWN INC$7,9340.02%121,669CommonSOLE
493267108KEYKEYCORP$7,9270.02%395,338CommonSOLE
018802108LNTALLIANT ENERGY CORP$7,8910.02%109,961CommonSOLE
G0250X149AMCRAMCOR PLC$7,8440.02%197,343CommonSOLE
705573103PEGAPEGASYSTEMS INC$7,8420.02%184,265CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$7,8030.02%45,340CommonSOLE
60770K107MRNAMODERNA INC$7,7930.02%153,407CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$7,6810.02%30,645CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$7,6660.02%84,780CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$7,6620.02%92,463CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$7,6350.02%89,798CommonSOLE
62944T105NVRNVR INC$7,6240.02%1,157CommonSOLE

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.