MondegarAI
Catalyst Funds Management Pty Ltd

Q1 2026 · 13F-HR

Catalyst Funds Management Pty Ltdholdings as filed

Filed 2026-05-11 · accession 0001896150-26-000007

$590.6M
Reported value
584
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Catalyst Funds Management Pty Ltd · Q1 2026

AI · grounded in 13F

Catalyst Funds Management Pty Ltd established a new position in ARM worth $13.6M. The fund also opened new stakes in MDLN for $11.6M and AZN for $9.1M. On the sell side, the fund trimmed its holdings in NVDA by 96.8% and AVGO by 84.6%. Additionally, the fund closed its entire position in NWS, reducing its exposure by $5.2M.

Holdings as filed

First 500 of 584

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$18.0M3.05%70,929CommonSOLE
767204100RIORio Tinto plc$16.4M2.77%175,307CommonSOLE
042068205ARMArm Holdings plc.$13.6M2.31%90,198CommonSOLE
58507V107MDLNMedline Inc$11.6M1.96%259,595CommonSOLE
17275R102CSCOCisco Systems, Inc.$9.2M1.55%118,052CommonSOLE
G0593M107AZNJBS N.V.$9.1M1.54%58,884CommonSOLE
00287Y109ABBVAbbvie Inc$7.6M1.28%34,808CommonSOLE
880770102TERTeradyne, Inc.$7.4M1.26%25,027CommonSOLE
G87110105FTITechnipFMC plc$7.0M1.19%101,976CommonSOLE
M3760D101ESLTElbit Systems Ltd.$7.0M1.19%8,300CommonSOLE
30231G102XOMExxon Mobil Corp.$6.9M1.18%40,943CommonSOLE
931142103WMTWalmart Inc$6.9M1.17%55,830CommonSOLE
16411R208LNGCheniere Energy Inc.$6.6M1.12%23,410CommonSOLE
76155X100RVMDRevolution Medicines Inc$6.4M1.09%66,261CommonSOLE
91913Y100VLOValero Energy Corp.$6.1M1.04%24,808CommonSOLE
30303M102METAMeta Platforms Inc$6.0M1.02%10,520CommonSOLE
50212V100LPLALPL Financial Holdings Inc$5.1M0.87%17,080CommonSOLE
866966104SUNBSunbelt Rentals Holdings Inc.$5.0M0.85%76,818CommonSOLE
980745103WWDWoodward Inc$4.9M0.82%13,551CommonSOLE
92537N108VRTVertiv Holdings Co$4.5M0.76%17,922CommonSOLE
75734B100RDDTReddit Inc.$4.5M0.75%33,100CommonSOLE
H2927K103AMRZAmrize Ltd.$4.3M0.73%76,600CommonSOLE
46625H100JPMJPMorgan Chase & Co.$4.2M0.71%14,293CommonSOLE
11135F101AVGOBroadcom Inc$4.2M0.71%13,520CommonSOLE
651639106NEMNewmont Corp$4.1M0.70%38,172CommonSOLE
278642103EBAYEBay Inc.$4.1M0.70%45,198CommonSOLE
780287108RGLDRoyal Gold, Inc.$4.0M0.69%15,909CommonSOLE
166764100CVXChevron Corp.$4.0M0.68%19,457CommonSOLE
539830109LMTLockheed Martin Corp.$4.0M0.67%6,555CommonSOLE
219350105GLWCorning, Inc.$3.9M0.67%28,907CommonSOLE
983793100XPOXPO Inc$3.8M0.65%19,597CommonSOLE
888787108TOSTToast Inc$3.8M0.64%143,500CommonSOLE
G7709Q104RPRXRoyalty Pharma plc$3.8M0.64%79,147CommonSOLE
G25457105CRDOCredo Technology Group Holding Ltd$3.8M0.64%40,300CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$3.6M0.62%14,870CommonSOLE
35969L108YMMFull Truck Alliance Co Ltd$3.5M0.60%427,604CommonSOLE
754907103RYNRayonier Inc.$3.5M0.59%168,392CommonSOLE
20825C104COPConoco Phillips$3.5M0.59%26,273CommonSOLE
576323109MTZMastec Inc.$3.3M0.57%10,390CommonSOLE
98980L101ZNGAZoom Communications Inc.$3.2M0.54%39,800CommonSOLE
80004C200SNDKSandisk Corp$3.2M0.54%4,983CommonSOLE
172967424CCitigroup Inc$3.1M0.53%27,575CommonSOLE
910047109UALUnited Airlines Holdings Inc$3.1M0.53%33,955CommonSOLE
G8068L108SNSharkNinja Inc.$2.9M0.49%27,495CommonSOLE
02209S103MOAltria Group Inc.$2.9M0.49%43,604CommonSOLE
31488V107FERGFerguson Enterprises Inc.$2.9M0.49%12,289CommonSOLE
494368103KMBKimberly-Clark Corp.$2.8M0.48%29,500CommonSOLE
02079K107GOOGAlphabet Inc$2.8M0.48%9,900CommonSOLE
60770K107MRNAModerna Inc$2.8M0.48%55,363CommonSOLE
697900108PAASPan American Silver Corp$2.8M0.47%51,104CommonSOLE
406216101HALHalliburton Co.$2.8M0.47%71,388CommonSOLE
00206R102TAT&T, Inc.$2.8M0.47%94,877CommonSOLE
89400J107TRUTransUnion$2.7M0.46%39,420CommonSOLE
04626A103ALABAstera Labs Inc.$2.7M0.45%24,400CommonSOLE
922475108VEEVVeeva Systems Inc$2.7M0.45%15,140CommonSOLE
268150109DTDynatrace Inc$2.6M0.45%71,600CommonSOLE
012653101ALBAlbemarle Corp.$2.6M0.45%14,704CommonSOLE
55024U109LITELumentum Holdings Inc$2.6M0.45%3,741CommonSOLE
337738108FISVFiserv, Inc.$2.6M0.44%46,200CommonSOLE
110122108BMYBristol-Myers Squibb Co.$2.6M0.43%42,082CommonSOLE
912008109USFDUS Foods Holding Corp$2.5M0.42%26,596CommonSOLE
87612E106TGTTarget Corp$2.5M0.42%20,224CommonSOLE
521865204LEALear Corp.$2.4M0.41%20,070CommonSOLE
872590104TMUST-Mobile US Inc$2.3M0.40%11,187CommonSOLE
92343V104VZVerizon Communications Inc$2.3M0.40%46,788CommonSOLE
125269100CFCF Industries Holdings Inc$2.3M0.40%18,052CommonSOLE
911312106UPSUnited Parcel Service, Inc.$2.2M0.37%22,500CommonSOLE
09062X103BIIBBiogen Inc$2.2M0.37%11,970CommonSOLE
79466L302CRMSalesforce Inc$2.2M0.37%11,683CommonSOLE
03820C105AITApplied Industrial Technologies Inc.$2.2M0.37%8,195CommonSOLE
01741R102ATIATI Inc$2.1M0.36%14,732CommonSOLE
78409V104SPGIS&P Global Inc$2.1M0.36%4,985CommonSOLE
L6388F110TIGOMillicom International Cellular S.A.$2.1M0.36%28,094CommonSOLE
911363109URIUnited Rentals, Inc.$2.1M0.35%2,873CommonSOLE
060505104BACBank Of America Corp.$2.1M0.35%42,695CommonSOLE
N53745100LYBLyondellBasell Industries NV$2.0M0.34%25,184CommonSOLE
532275104LWLGLightwave Logic Inc$2.0M0.34%286,048CommonSOLE
26875P101EOGEOG Resources, Inc.$2.0M0.33%13,579CommonSOLE
G39387108GFSGlobalFoundries Inc$1.9M0.33%43,700CommonSOLE
422704106HLHecla Mining Co.$1.9M0.32%101,100CommonSOLE
G51502105JCIJohnson Controls International plc$1.9M0.32%14,377CommonSOLE
773121108RKLBRocket Lab Corp$1.9M0.32%29,256CommonSOLE
518613203LAURLaureate Education Inc$1.9M0.32%53,500CommonSOLE
00827B106AFRMAffirm Holdings Inc$1.9M0.31%40,600CommonSOLE
52110M109LAZLazard Inc.$1.8M0.31%43,507CommonSOLE
532457108LLYLilly(Eli) & Co$1.8M0.31%2,004CommonSOLE
65340P106NXENexGen Energy Ltd$1.8M0.31%158,200CommonSOLE
84472E102SSBSouthState Corporation$1.8M0.31%19,800CommonSOLE
369604301GEGE Aerospace$1.8M0.31%6,424CommonSOLE
00724F101ADBEAdobe Inc$1.8M0.31%7,478CommonSOLE
949746101WMT2Wells Fargo & Co.$1.8M0.31%22,793CommonSOLE
88033G407THCTenet Healthcare Corp.$1.8M0.30%9,480CommonSOLE
55405Y100MTSIMACOM Technology Solutions Holdings Inc$1.8M0.30%8,044CommonSOLE
806857108SLBSchlumberger Ltd.$1.7M0.29%33,085CommonSOLE
192108504CDECoeur Mining Inc$1.7M0.28%89,060CommonSOLE
92826C839VVisa Inc$1.7M0.28%5,505CommonSOLE
925283103VSNTVersant Media Group Inc$1.7M0.28%44,880CommonSOLE
57636Q104MAMastercard Incorporated$1.6M0.28%3,286CommonSOLE
615394202MOG/AMoog, Inc.$1.6M0.28%5,600CommonSOLE
695156109PKGPackaging Corp Of America$1.6M0.28%7,684CommonSOLE
64110L106NFLXNetflix Inc.$1.6M0.27%16,856CommonSOLE
G0250X149AMCRAmcor Plc$1.6M0.27%40,276CommonSOLE
70432V102PAYCPaycom Software Inc$1.6M0.27%13,156CommonSOLE
456788108INFYInfosys Ltd$1.6M0.27%116,664CommonSOLE
31946M103FCNCAFirst Citizens Bancshares, Inc (NC)$1.6M0.27%836CommonSOLE
10950A106BTSGBrightSpring Health Services Inc$1.6M0.27%36,800CommonSOLE
M98068105WIXWix.com Ltd$1.6M0.27%17,400CommonSOLE
37045V100GMGeneral Motors Company$1.6M0.26%20,898CommonSOLE
570535104MKLMarkel Group Inc$1.5M0.26%800CommonSOLE
624756102MLIMueller Industries, Inc.$1.5M0.26%13,600CommonSOLE
032654105ADIAnalog Devices Inc.$1.5M0.25%4,706CommonSOLE
65290E101NXTNextracker Inc$1.5M0.25%12,404CommonSOLE
12541W209CHRWC.H. Robinson Worldwide, Inc.$1.5M0.25%8,952CommonSOLE
209115104EDConsolidated Edison, Inc.$1.5M0.25%13,087CommonSOLE
29670G102WTRGEssential Utilities Inc$1.4M0.24%35,800CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$1.4M0.24%21,000CommonSOLE
311900104FASTFastenal Co.$1.4M0.24%30,460CommonSOLE
478160104JNJJohnson & Johnson$1.4M0.24%5,739CommonSOLE
705573103PEGAPegasystems Inc.$1.4M0.24%32,800CommonSOLE
501044101KRKroger Co.$1.4M0.23%19,176CommonSOLE
064058100BKBank Of New York Mellon Corp$1.4M0.23%11,502CommonSOLE
285512109EAElectronic Arts, Inc.$1.4M0.23%6,667CommonSOLE
89417E109TRVTravelers Companies Inc.$1.4M0.23%4,648CommonSOLE
05605H100BWXTBWX Technologies Inc$1.4M0.23%6,602CommonSOLE
91529Y106UNMUnum Group$1.3M0.23%18,236CommonSOLE
144285103CRSCarpenter Technology Corp.$1.3M0.22%3,366CommonSOLE
001055102AFLAflac Inc.$1.3M0.22%11,928CommonSOLE
83443Q103SOLSSolstice Advanced Materials Inc$1.3M0.22%17,124CommonSOLE
832696405SJMJ.M. Smucker Co.$1.3M0.22%13,500CommonSOLE
733174700BPOPPopular Inc.$1.3M0.22%9,669CommonSOLE
682680103OKEOneok Inc.$1.3M0.22%14,099CommonSOLE
443573100HUBSHubSpot Inc$1.2M0.21%5,080CommonSOLE
125523100CICigna Group (The)$1.2M0.21%4,591CommonSOLE
892672106TWTradeweb Markets Inc$1.2M0.21%10,400CommonSOLE
G3323L100FNFabrinet$1.2M0.20%2,316CommonSOLE
958102105WDCWestern Digital Corp.$1.2M0.20%4,453CommonSOLE
256163106DOCUDocuSign Inc$1.2M0.20%25,200CommonSOLE
18453H106CCOClear Channel Outdoor Holdings Inc.$1.2M0.20%502,800CommonSOLE
92939U106WECWEC Energy Group Inc$1.2M0.20%10,146CommonSOLE
345370860FFord Motor Co.$1.1M0.19%99,486CommonSOLE
084423102WRBW.R. Berkley Corp.$1.1M0.19%17,152CommonSOLE
44955L106IAUXi-80 Gold Corp$1.1M0.19%740,045CommonSOLE
607828100MODModine Manufacturing Co.$1.1M0.19%5,175CommonSOLE
56585A102MPCMarathon Petroleum Corp$1.1M0.19%4,554CommonSOLE
427866108HSYHershey Company$1.1M0.19%5,322CommonSOLE
025932104AFGAmerican Financial Group Inc$1.1M0.19%8,597CommonSOLE
69047Q102OVVOvintiv Inc$1.1M0.18%18,236CommonSOLE
29472R108ELSEquity Lifestyle Properties Inc.$1.1M0.18%16,900CommonSOLE
20030N101CMCSAComcast Corp$1.0M0.18%36,400CommonSOLE
58155Q103MCKMckesson Corporation$1.0M0.17%1,179CommonSOLE
704326107PAYXPaychex Inc.$1.0M0.17%11,049CommonSOLE
82846H405QXOQXO Inc.$1.0M0.17%52,370CommonSOLE
57667L107MTCHMatch Group Inc.$1.0M0.17%33,052CommonSOLE
02665T306AMHAmerican Homes 4 Rent$993,9520.17%35,600CommonSOLE
40412C101HCAHCA Healthcare Inc$981,5000.17%2,074CommonSOLE
101121101BXPBXP Inc.$980,9100.17%18,900CommonSOLE
G65431127NENoble Corp Plc$980,6150.17%19,984CommonSOLE
90353T100UBERUber Technologies Inc$979,0390.17%13,611CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$977,0890.17%2,039CommonSOLE
90385V107UCTTUltra Clean Hldgs Inc$976,2260.17%15,700CommonSOLE
36828A101GEVGE Vernova Inc.$974,1560.16%1,116CommonSOLE
14174T107CTRECareTrust REIT Inc$922,9940.16%25,184CommonSOLE
099724106BWABorgWarner Inc$916,9940.16%16,900CommonSOLE
071813109BAXBaxter International Inc.$912,2400.15%54,300CommonSOLE
82982T106SITMSiTime Corp$902,4000.15%2,613CommonSOLE
666807102NOCNorthrop Grumman Corp.$888,9590.15%1,303CommonSOLE
45867G101IDCCInterdigital Inc$871,5720.15%2,886CommonSOLE
446413106HIIHuntington Ingalls Industries Inc$871,4910.15%2,294CommonSOLE
571903202MARMarriott International, Inc.$870,0060.15%2,660CommonSOLE
315616102FFIVF5 Inc$867,9900.15%3,000CommonSOLE
031162100AMGNAMGEN Inc.$863,0880.15%2,453CommonSOLE
172062101CINFCincinnati Financial Corp.$849,6900.14%5,400CommonSOLE
313745101FRTFederal Realty Investment Trust.$849,6800.14%8,000CommonSOLE
08265T208BSYBentley Systems Inc$844,5660.14%24,048CommonSOLE
00108J109ACMRACM Research Inc$838,1550.14%21,300CommonSOLE
00123Q104AGNCAGNC Investment Corp$830,8350.14%82,835CommonSOLE
857477103STTState Street Corp.$816,5650.14%6,452CommonSOLE
718172109PMPhilip Morris International Inc$813,8030.14%4,922CommonSOLE
127097103CTRACoterra Energy Inc$813,7720.14%23,158CommonSOLE
039483102ADMArcher Daniels Midland Co.$812,3110.14%11,175CommonSOLE
237194105DRIDarden Restaurants, Inc.$810,0370.14%4,132CommonSOLE
00971T101AKAMAkamai Technologies Inc$803,9500.14%7,000CommonSOLE
67059N108NTNXNutanix Inc$797,5640.14%20,983CommonSOLE
254687106DISWalt Disney Co (The)$791,7620.13%8,215CommonSOLE
26701L100BROSDutch Bros Inc$778,6440.13%15,370CommonSOLE
45841N107IBKRInteractive Brokers Group Inc$778,0120.13%11,600CommonSOLE
H2906T109GRMNGarmin Ltd$773,0570.13%3,332CommonSOLE
69366J200PTCTPTC Therapeutics Inc$763,0560.13%11,200CommonSOLE
244199105DEDeere & Co.$753,6950.13%1,338CommonSOLE
83406F102SOFISoFi Technologies Inc$740,7230.13%46,645CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$740,2140.13%10,498CommonSOLE
01973R101ALSNAllison Transmission Holdings Inc$739,2340.13%6,315CommonSOLE
015271109AREAlexandria Real Estate Equities Inc.$736,9180.12%15,875CommonSOLE
81764X103TTANServiceTitan Inc.$736,1360.12%11,600CommonSOLE
907818108UNPUnion Pacific Corp.$735,3810.12%3,031CommonSOLE
43300A203HLTHilton Worldwide Holdings Inc$721,8860.12%2,374CommonSOLE
78473E103SPXCSPX Technologies Inc$719,7840.12%3,600CommonSOLE
G06973112AUGOAura Minerals Inc.$715,3060.12%8,766CommonSOLE
443201108HWMHowmet Aerospace Inc$699,2160.12%3,034CommonSOLE
G76279101ROIVRoivant Sciences Ltd$693,3590.12%25,031CommonSOLE
00737L103CVSACovista Inc.$685,5070.12%5,948CommonSOLE
929089100VOYAVoya Financial Inc$683,2000.12%10,000CommonSOLE
74736K101QRVOQorvo, Inc.$677,5540.11%7,352CommonSOLE
G54950103LINLinde Plc.$670,2680.11%1,352CommonSOLE
36168Q104GFLGFL Environmental Inc.$659,1760.11%15,800CommonSOLE
422806109HEIHeico Corp.$658,0800.11%2,400CommonSOLE
422806208HEI/AHeico Corp.$654,3790.11%3,100CommonSOLE
525327102LDOSLeidos Holdings Inc$647,5850.11%4,164CommonSOLE
55354G100MSCIMSCI Inc$646,8120.11%1,200CommonSOLE
G52694109KNSAKiniksa Pharmaceuticals International Plc.$645,2100.11%13,400CommonSOLE
87422Q109TLNTalen Energy Corp$641,9720.11%2,011CommonSOLE
24703L202DELLDell Technologies Inc$640,1070.11%3,900CommonSOLE
23331A109DHID.R. Horton Inc.$636,5640.11%4,639CommonSOLE
G6683N103NUNu Holdings Ltd$623,6150.11%43,397CommonSOLE
617446448MSMorgan Stanley$618,1250.10%3,756CommonSOLE
45167R104IEXIdex Corporation$613,3840.10%3,236CommonSOLE
55261F104MTBM & T Bank Corp$602,1750.10%2,913CommonSOLE
620076307MSIMotorola Solutions Inc$601,0480.10%1,385CommonSOLE
185123106CWANClearwater Analytics Holdings Inc$597,8720.10%25,280CommonSOLE
679580100ODFLOld Dominion Freight Line, Inc.$596,9470.10%3,055CommonSOLE
59522J103MAAMid-America Apartment Communities, Inc.$586,1760.10%4,800CommonSOLE
G31249108ESTAEstablishment Labs Holdings Inc$584,8340.10%10,300CommonSOLE
902681105UGIUGI Corp.$583,9220.10%16,033CommonSOLE
68278B107K4FOneStream Inc.$580,8000.10%24,200CommonSOLE
882508104TXNTexas Instruments Inc.$572,3250.10%2,948CommonSOLE
571748102MRSHMarsh & McLennan Cos., Inc.$566,3140.10%3,265CommonSOLE
778296103ROSTRoss Stores, Inc.$564,3210.10%2,605CommonSOLE
844741108LUVSouthwest Airlines Co$560,6950.09%14,924CommonSOLE
55087P104LYFTLyft Inc$558,1340.09%41,965CommonSOLE
00370M103ABVXAbivax$556,7500.09%5,000CommonSOLE
H1467J104CBChubb Limited$546,9110.09%1,678CommonSOLE
026874784AIGAmerican International Group Inc$538,7150.09%7,159CommonSOLE
G4474Y214JHGJanus Henderson Group plc$537,3300.09%10,460CommonSOLE
N00985106AERAercap Holdings N.V.$535,0020.09%3,900CommonSOLE
27579R104EWBCEast West Bancorp, Inc.$533,8000.09%5,000CommonSOLE
11276H106BIPCBrookfield Infrastructure Corp.$533,5200.09%13,500CommonSOLE
14149Y108CAHCardinal Health, Inc.$528,4860.09%2,501CommonSOLE
375558103GILDGilead Sciences, Inc.$528,3520.09%3,791CommonSOLE
513272104LWLamb Weston Holdings Inc$528,2500.09%12,500CommonSOLE
67066G104NVDANVIDIA Corp$523,2000.09%3,000CommonSOLE
V7780T103RCLRoyal Caribbean Group$523,1170.09%1,901CommonSOLE
826919102SLABSilicon Laboratories Inc$520,3750.09%2,500CommonSOLE
192422103CGNXCognex Corp.$519,2940.09%10,600CommonSOLE
98978V103ZTSZoetis Inc$517,5230.09%4,378CommonSOLE
88262P102TPLTexas Pacific Land Corporation$517,2700.09%1,090CommonSOLE
12503M108CBOECboe Global Markets Inc.$516,6070.09%1,838CommonSOLE
75513E101RTXRTX Corp$511,5710.09%2,652CommonSOLE
03743Q108APAAPA Corporation$502,6170.09%11,843CommonSOLE
58506Q109MEDPMedpace Holdings Inc$499,3980.08%1,040CommonSOLE
501889208LKQLKQ Corp$499,2900.08%17,000CommonSOLE
49845K101KVYOKlaviyo Inc$496,2300.08%25,500CommonSOLE
66765N105NWNNorthwest Natural Holding Co$491,0080.08%9,226CommonSOLE
640268306NKTRNektar Therapeutics$482,0650.08%6,700CommonSOLE
172908105CTASCintas Corporation$480,5270.08%2,841CommonSOLE
866674104SUISun Communities, Inc.$478,6480.08%3,800CommonSOLE
416515104HIGHartford Insurance Group Inc.(The)$473,3050.08%3,500CommonSOLE
60855R100MOHMolina Healthcare Inc$472,8150.08%3,547CommonSOLE
872540109TJXTJX Companies, Inc.$472,2330.08%2,957CommonSOLE
04956D107ATMUAtmus Filtration Technologies Inc$468,5800.08%8,254CommonSOLE
G00894108ARXAccelerant Holdings$466,2640.08%34,900CommonSOLE
651587107NEUNewMarket Corp.$461,4840.08%720CommonSOLE
833034101SNASnap-on, Inc.$456,9310.08%1,258CommonSOLE
20337X109VISNVistance Networks Inc$456,8200.08%25,100CommonSOLE
71385M107PRMPerimeter Solutions Inc.$456,6540.08%18,700CommonSOLE
750236101RDNRadian Group, Inc.$456,0410.08%13,786CommonSOLE
502431109LHXL3Harris Technologies Inc$451,8010.08%1,309CommonSOLE
05614L209BWBabcock & Wilcox Enterprises Inc$449,5140.08%30,600CommonSOLE
22052L104CTVACorteva Inc$448,9370.08%5,363CommonSOLE
580135101MCDMcDonald`s Corp$448,4700.08%1,443CommonSOLE
36322Q206DMRADamora Therapeutics Inc.$447,8890.08%17,293CommonSOLE
477839104JBTMJBT Marel Corp.$447,5450.08%3,500CommonSOLE
89832Q109TFCTruist Financial Corporation$439,4730.07%9,560CommonSOLE
58933Y105MRKMerck & Co Inc$434,9690.07%3,616CommonSOLE
29364G103ETREntergy Corp.$433,8220.07%3,861CommonSOLE
92532F100VRTXVertex Pharmaceuticals, Inc.$430,9110.07%965CommonSOLE
902494103TSNTyson Foods, Inc.$429,2690.07%6,700CommonSOLE
682189105ONON Semiconductor Corp.$427,1240.07%6,898CommonSOLE
129500104CALCaleres Inc$426,8700.07%40,500CommonSOLE
01749D105ALGMAllegro Microsystems Inc.$425,6550.07%13,500CommonSOLE
759509102RSReliance Inc.$425,4880.07%1,400CommonSOLE
31428X106FDXFedex Corp$421,0050.07%1,182CommonSOLE
803607100SRPTSarepta Therapeutics Inc$417,7920.07%19,200CommonSOLE
438516106HONHoneywell International Inc$416,7990.07%1,844CommonSOLE
859241101STRLSterling Infrastructure Inc$415,4150.07%1,020CommonSOLE
820014405SBETSharpLink Gaming Inc.$412,8000.07%64,000CommonSOLE
925815102VICRVicor Corp.$409,7450.07%2,545CommonSOLE
191216100KOCoca-Cola Co$408,7690.07%5,375CommonSOLE
450913108IAGIamgold Corp.$404,9120.07%21,515CommonSOLE
04650F101ATAIAtaiBeckley Inc.$401,4360.07%113,400CommonSOLE
35671D857FCXFreeport-McMoRan Inc$401,2320.07%6,826CommonSOLE
12769G100CZRCaesars Entertainment Inc$396,4500.07%15,000CommonSOLE
88579Y101MMM3M Co.$395,8970.07%2,726CommonSOLE
90353W103UIUbiquiti Inc$395,1450.07%500CommonSOLE
836100107SOUNSoundHound AI Inc$394,3380.07%57,400CommonSOLE
866683105SNCYSun Country Airlines Holdings Inc$389,8720.07%23,600CommonSOLE
683344105ONTOOnto Innovation Inc.$389,6330.07%1,900CommonSOLE
441593100HLIHoulihan Lokey Inc$387,7740.07%2,700CommonSOLE
608190104MHKMohawk Industries, Inc.$383,9940.07%3,900CommonSOLE
023586506UHAL/BU-Haul Holding Company$379,6950.06%8,500CommonSOLE
91680M107UPSTUpstart Holdings Inc$379,6200.06%14,800CommonSOLE
29476L107EQREquity Residential Properties Trust$375,0110.06%6,340CommonSOLE
81369Y100XLBState Street Materials Select Sector SPDR ETF$374,7750.06%7,500CommonSOLE
22822V101CCICrown Castle Inc$374,0260.06%4,600CommonSOLE
009066101ABNBAirbnb Inc$373,6630.06%2,959CommonSOLE
426281101JKHYJack Henry & Associates, Inc.$368,3910.06%2,331CommonSOLE
49456B101KMIKinder Morgan Inc$368,0920.06%10,978CommonSOLE
925550105VIAVViavi Solutions Inc$366,0800.06%11,000CommonSOLE
88557W101QFINQifu Technology Inc.$365,3530.06%28,300CommonSOLE
65339F101NEENextEra Energy Inc$364,3680.06%3,923CommonSOLE
04965M106ATATAtour Lifestyle Holdings Ltd$359,1550.06%9,757CommonSOLE
26614N102DDDuPont de Nemours Inc$357,0570.06%7,796CommonSOLE
054540208ACLSAxcelis Technologies Inc$353,7040.06%3,800CommonSOLE
74762E102QUREQuanta Services, Inc.$351,9220.06%641CommonSOLE
370334104GISGeneral Mills, Inc.$351,6920.06%9,449CommonSOLE
90138F102TWLOTwilio Inc$350,4090.06%2,785CommonSOLE
030420103AWKAmerican Water Works Co. Inc.$349,4790.06%2,568CommonSOLE
149150104CATYCathay General Bancorp$347,6240.06%6,972CommonSOLE
83193G107SMRTSmartRent Inc$344,7000.06%229,800CommonSOLE
49338L103KEYSKeysight Technologies Inc$343,9270.06%1,218CommonSOLE
G8994E103TTTrane Technologies plc$340,8930.06%818CommonSOLE
26441C204DUKDuke Energy Corp.$340,7060.06%2,602CommonSOLE
03212B103AMPYAmplify Energy Corp.$340,7040.06%54,600CommonSOLE
901109108TPCTutor Perini Corp$339,6360.06%4,400CommonSOLE
693718108PCARPaccar Inc.$338,7620.06%2,933CommonSOLE
24906P109XRAYDENTSPLY Sirona Inc$338,7200.06%29,200CommonSOLE
35137L204FOXFox Corporation$338,4060.06%6,373CommonSOLE
G7997R103STXSeagate Technology Holdings Plc$338,0890.06%863CommonSOLE
03076C106AMPAmeriprise Financial Inc$336,4110.06%757CommonSOLE
903731107ULSUL Solutions Inc$334,2690.06%3,900CommonSOLE
256746108DLTRDollar Tree Inc$331,0490.06%3,023CommonSOLE
67577C105OCGNOcugen Inc$326,8860.06%180,600CommonSOLE
189054109CLXClorox Co.$325,1910.06%3,138CommonSOLE
528872302LXRXLexicon Pharmaceuticals Inc$324,3240.05%207,900CommonSOLE
23918K108DVADaVita Inc$322,9030.05%2,101CommonSOLE
194162103CLColgate-Palmolive Co.$321,9140.05%3,777CommonSOLE
558868105MDGLMadrigal Pharmaceuticals Inc$320,8870.05%613CommonSOLE
91688R108URGUr-Energy Inc.$319,3430.05%214,324CommonSOLE
294429105EFXEquifax, Inc.$318,1840.05%1,767CommonSOLE
H11356104BGBunge Global SA$317,4910.05%2,496CommonSOLE
042735100ARWArrow Electronics Inc.$315,5020.05%2,200CommonSOLE
011532108AGIAlamos Gold Inc.$314,7870.05%7,085CommonSOLE
459044103IBOCInternational Bancshares Corp.$313,3020.05%4,656CommonSOLE
42250P103DOCHealthpeak Properties Inc.$313,2050.05%19,063CommonSOLE
14448C104CARRCarrier Global Corp$310,8310.05%5,520CommonSOLE
G0692U109AXSAxis Capital Holdings Ltd$310,3150.05%3,060CommonSOLE
29444U700EQIXEquinix Inc$309,7560.05%316CommonSOLE
681919106OMCOmnicom Group, Inc.$304,1020.05%4,038CommonSOLE
05278C107ATHMAutohome Inc$303,9750.05%17,500CommonSOLE
530307305LBRDKLiberty Broadband Corp$303,3090.05%6,030CommonSOLE
842587107SOSouthern Company$302,9760.05%3,139CommonSOLE
67103H107ORLYO`Reilly Automotive, Inc.$300,9310.05%3,260CommonSOLE
260003108DOVDover Corp.$300,5850.05%1,442CommonSOLE
718546104PSXPhillips 66$300,2330.05%1,648CommonSOLE
44862P208HYMCHycroft Mining Holding Corporation$299,2000.05%8,500CommonSOLE
680665205OLNOlin Corp.$297,3000.05%10,000CommonSOLE
G7496G103RNRRenaissanceRe Holdings Ltd$295,4470.05%994CommonSOLE
767292105RIOTRiot Platforms Inc$294,1680.05%23,800CommonSOLE
G9456A100GLNGGolar Lng$292,1940.05%5,400CommonSOLE
03027X100AMTAmerican Tower Corp.$292,1780.05%1,693CommonSOLE
320517105FHNFirst Horizon Corporation$291,9880.05%12,829CommonSOLE
171340102CHDChurch & Dwight Co., Inc.$291,1580.05%3,120CommonSOLE
09857L108BKNGBooking Holdings Inc$290,5120.05%69CommonSOLE
G81276100SIGSignet Jewelers Ltd$290,1460.05%3,428CommonSOLE
7591EP100RFRegions Financial Corp.$289,2790.05%11,075CommonSOLE
911922102USLMUnited States Lime & Minerals Inc.$287,3420.05%2,200CommonSOLE
98389B100XELXcel Energy, Inc.$285,9840.05%3,600CommonSOLE
16119P108CHTRCharter Communications Inc.$285,6090.05%1,323CommonSOLE
30161Q104EXELExelixis Inc$284,8320.05%6,641CommonSOLE
17259U204CIONCION Invt Corp$283,2170.05%41,406CommonSOLE
00404A109ACHCAcadia Healthcare Company Inc$283,0190.05%12,100CommonSOLE
754730109RJFRaymond James Financial, Inc.$281,1820.05%1,942CommonSOLE
92337F107VCYTVeracyte Inc$280,2270.05%8,700CommonSOLE
45685K102INFUInfuSystem Holdings Inc$278,7460.05%30,200CommonSOLE
L02235106AMBPArdagh Metal Packaging S.A.$277,7980.05%68,592CommonSOLE
679295105OKTAOkta Inc$276,5080.05%3,513CommonSOLE
665859104NTRSNorthern Trust Corp.$276,3490.05%1,980CommonSOLE
447011107HUNHuntsman Corp$275,5700.05%20,704CommonSOLE
G0450A105ACGLArch Capital Group Ltd$274,9150.05%2,864CommonSOLE
941848103WATWaters Corp.$273,9760.05%920CommonSOLE
16935C109CHYMChime Financial Inc$273,8330.05%14,620CommonSOLE
031100100AMEAmetek Inc$272,6660.05%1,272CommonSOLE
29452E101EQHEquitable Holdings Inc$272,4620.05%7,342CommonSOLE
59156R108METMetlife Inc$272,2720.05%3,850CommonSOLE
532206109LIFLife360 Inc.$272,0240.05%6,664CommonSOLE
126402106CSWCSW Industrials Inc$271,5240.05%1,042CommonSOLE
109194100BFAMBright Horizons Family Solutions, Inc.$271,0290.05%3,300CommonSOLE
962879102WPMWheaton Precious Metals Corp$270,6670.05%2,066CommonSOLE
146280508SILASila Realty Trust Inc$269,9520.05%11,400CommonSOLE
534187109LNCLincoln National Corp.$269,5160.05%7,592CommonSOLE
53566P109LCTXLineage Cell Therapeutics Inc$269,0740.05%170,300CommonSOLE
174610105CFGCitizens Financial Group Inc$268,3060.05%4,474CommonSOLE
00246W103AXTIAXT Inc$267,8060.05%4,700CommonSOLE
G87264100TGLSTecnoglass Inc$264,4490.04%5,936CommonSOLE
90384S303ULTAUlta Beauty Inc$263,4460.04%504CommonSOLE
969904101WSMWilliams-Sonoma, Inc.$262,7380.04%1,441CommonSOLE
302491303FMCFMC Corp.$261,8990.04%15,209CommonSOLE
28176E108EWEdwards Lifesciences Corp$259,0590.04%3,235CommonSOLE
537008104LFUSLittelfuse, Inc.$257,9060.04%760CommonSOLE
76680V108REIRing Energy Inc$257,8050.04%168,500CommonSOLE
31620R303FNFFidelity National Financial Inc$257,6410.04%5,555CommonSOLE
197236102COLBColumbia Banking System, Inc.$257,2110.04%9,377CommonSOLE
02157Q109ANROAlto Neuroscience Inc.$256,2720.04%11,400CommonSOLE
05368V106AVNTAvient Corporation$255,7100.04%13,000CommonSOLE
03168L105AMRXAmneal Pharmaceuticals Inc$253,5720.04%20,400CommonSOLE
59001A102MTHMeritage Homes Corp.$253,2970.04%4,096CommonSOLE
N3144W105XPROExpro Group Holdings N.V.$252,3750.04%14,496CommonSOLE
398905109GPIGroup 1 Automotive, Inc.$249,6260.04%755CommonSOLE
828806109SPGSimon Property Group, Inc.$249,5770.04%1,338CommonSOLE
252131107DXCMDexcom Inc$247,4320.04%3,940CommonSOLE
609207105MDLZMondelez International Inc.$247,0450.04%4,286CommonSOLE
87612G101TRGPTarga Resources Corp$245,2140.04%978CommonSOLE
87151X101SYMSymbotic Inc$244,7200.04%4,600CommonSOLE
23284F105CTMXCytomX Therapeutics Inc$242,5200.04%51,600CommonSOLE
42330P107HLXHelix Energy Solutions Group Inc$242,1070.04%24,480CommonSOLE
879360105TDYTeledyne Technologies Inc$242,0040.04%400CommonSOLE
G9618E107WTMWhite Mountains Insurance Group, Ltd.$241,6660.04%110CommonSOLE
552953101MGMMGM Resorts International$241,3050.04%6,520CommonSOLE
09261X102BXSLBlackstone Secured Lending Fund.$241,2590.04%10,184CommonSOLE
094235108BLMNBloomin Brands Inc$240,5590.04%44,548CommonSOLE
969457100WMBWilliams Cos Inc$240,2470.04%3,301CommonSOLE
65249B109NWSANews Corp$239,3280.04%9,600CommonSOLE
075887109BDXBecton Dickinson & Co.$238,8320.04%1,519CommonSOLE
44925C103ICFIICF International, Inc.$238,7210.04%46,900CommonSOLE
75955J402RLMDRelmada Therapeutics Inc$237,0370.04%34,057CommonSOLE
942622200WSOWatsco Inc.$234,6450.04%645CommonSOLE
001084102AGCOAGCO Corp.$234,2890.04%2,022CommonSOLE
053332102AZOAutozone Inc.$233,0670.04%69CommonSOLE
464214105ISBAIsabella Bank Corp$231,7300.04%5,074CommonSOLE
609839105MPWRMonolithic Power System Inc$230,6970.04%211CommonSOLE
243537107DECKDeckers Outdoor Corp.$226,0030.04%2,258CommonSOLE
126408103CSXCSX Corp.$225,8570.04%5,502CommonSOLE
68268W103OMFOneMain Holdings Inc$224,6580.04%4,200CommonSOLE
013091103ACIAlbertsons Companies Inc$220,6170.04%12,947CommonSOLE
12572Q105CMECME Group Inc$220,0360.04%745CommonSOLE
46982L108JJacobs Solutions Inc$218,4120.04%1,716CommonSOLE
68390D106OROsisko Gold Royalties Ltd$218,0830.04%5,736CommonSOLE
00766T100ACMAECOM$218,0720.04%2,571CommonSOLE
15189T107CNPCenterpoint Energy Inc.$215,6710.04%4,997CommonSOLE
674599105OXYOccidental Petroleum Corp.$214,5000.04%3,300CommonSOLE
410120109HWCHancock Whitney Corp.$214,1710.04%3,368CommonSOLE
009158106APDAir Products & Chemicals Inc.$214,0910.04%737CommonSOLE
783513203RYAAYRyanair Holdings Plc$213,8600.04%3,700CommonSOLE
126650100CVSCVS Health Corp$213,8080.04%2,977CommonSOLE
683712103OPENOpendoor Technologies Inc$213,4080.04%45,600CommonSOLE
811707801SBCFSeacoast Banking Corp. Of Florida$212,0300.04%7,000CommonSOLE
74834L100DGXQuest Diagnostics, Inc.$208,7190.04%1,065CommonSOLE
15643U104LEUCentrus Energy Corp$208,3080.04%1,200CommonSOLE
77543R102ROKURoku Inc$208,1640.04%2,200CommonSOLE
45687V106IRIngersoll Rand Inc.$207,1100.04%2,585CommonSOLE
737446104POSTPost Holdings Inc$207,0130.04%2,094CommonSOLE
354613101BENFranklin Resources, Inc.$204,5020.03%8,658CommonSOLE
G27907107DOLEDole plc$203,2610.03%14,224CommonSOLE
45866F104ICEIntercontinental Exchange Inc$202,7340.03%1,289CommonSOLE
63633D104NHINational Health Investors, Inc.$202,1500.03%2,500CommonSOLE
784730103SSRMSSR Mining Inc$201,5660.03%6,856CommonSOLE
29358P101ENSGEnsign Group Inc$201,5000.03%1,000CommonSOLE
783549108RRyder System, Inc.$201,0250.03%982CommonSOLE
485924104KRMNKarman Holdings Inc.$200,9260.03%2,510CommonSOLE
56418H100MANManpowerGroup$200,3280.03%6,800CommonSOLE
86722A103SXCSunCoke Energy Inc$198,8940.03%30,552CommonSOLE
98420X202XFORX4 Pharmaceuticals Inc$195,6920.03%47,383CommonSOLE
14575E105CARSCars.com$190,7230.03%23,488CommonSOLE
20459V105GPGICompoSecure Inc$188,1000.03%11,000CommonSOLE
248356107DNNDenison Mines Corp$187,3690.03%53,079CommonSOLE
63909J108NAUTNautilus Biotechnology Inc$179,7530.03%46,328CommonSOLE
48251K100KREFKKR Real Estate Finance Trust Inc$176,5250.03%28,844CommonSOLE
866082100INNSummit Hotel Properties Inc$171,4780.03%38,796CommonSOLE
12468P104AIC3.ai Inc$167,5580.03%19,900CommonSOLE
95058W100WENWendy`s Co$163,3250.03%23,500CommonSOLE
04208T108AHRTAH Realty Trust Inc.$160,4020.03%29,164CommonSOLE
62855J104MYGNMyriad Genetics, Inc.$152,9100.03%33,980CommonSOLE
30041T104MRAMEverspin Technologies Inc$150,0450.03%17,070CommonSOLE
667340103NWBINorthwest Bancshares Inc$148,8280.03%11,728CommonSOLE
29280W109NRGVEnergy Vault Holdings Inc$148,1540.03%44,895CommonSOLE
92556V106VTRSViatris Inc$143,7600.02%10,641CommonSOLE
021513106ALTOAlto Ingredients Inc$136,4880.02%28,200CommonSOLE
05508R106BGSB&G Foods, Inc$135,7910.02%28,231CommonSOLE
00090Q103ADTADT Inc$130,7430.02%19,900CommonSOLE
349932103FWDIForward Industries, Inc.$120,9390.02%27,300CommonSOLE
00770K202AMTXAemetis Inc$118,9870.02%37,300CommonSOLE
68572M106OBIOOrchestra BioMed Holdings Inc$117,4870.02%27,644CommonSOLE
82024L103STTKShattuck Labs Inc$115,0970.02%17,900CommonSOLE
238337109PLAYDave & Buster`s Entertainment Inc$113,7150.02%10,500CommonSOLE
781386305RDNWRumbleON Inc$113,5390.02%16,082CommonSOLE
55318A108MNTNMNTN Inc.$109,1200.02%12,400CommonSOLE
00509G209ABOSAcumen Pharmaceuticals Inc$107,6160.02%45,600CommonSOLE
00183L201ANGIAngi Inc$107,2440.02%15,656CommonSOLE
14167R100CCLDCareCloud Inc$106,2150.02%29,100CommonSOLE
66987E206NGNovagold Resources Inc.$102,5880.02%11,424CommonSOLE
81727U303SENSSenseonics Holdings Inc$101,8980.02%15,300CommonSOLE
11777Q209BTGB2gold Corp$94,5820.02%20,879CommonSOLE
12510Q100CCCCCC Intelligent Solutions Holdings Inc$93,7800.02%15,630CommonSOLE
00032Q104WHWKWhitehawk Therapeutics Inc.$93,1880.02%27,011CommonSOLE
482738101KVHIKVH Industries, Inc.$91,3920.02%10,200CommonSOLE
G9TY5A101ZURAZura Bio Ltd$91,0350.02%15,300CommonSOLE
03837C106APYXApyx Medical Corp$88,8260.02%24,072CommonSOLE
29430C102VSTSVestis Corp$88,7870.02%11,296CommonSOLE
34988V106FOSLFossil Group Inc$87,4930.01%20,300CommonSOLE
343498101FLOFlowers Foods, Inc.$87,2050.01%10,700CommonSOLE
37247D106GNWGenworth Financial Inc$86,4050.01%10,641CommonSOLE

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.