MondegarAI
TORONTO DOMINION BANK (TD, TDBCP)

Q2 2025 · 13F-HR

TORONTO DOMINION BANK (TD, TDBCP)holdings as filed

Filed 2025-08-14 · accession 0002052595-25-000057

$60.29B
Reported value
1,793
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · TORONTO DOMINION BANK (TD, TDBCP) · Q2 2025

AI · grounded in 13F

TORONTO DOMINION BANK (TD, TDBCP) established a new position in NVDA valued at $4.06B. The fund also initiated new holdings in QQQ for $2.19B and IWM for $2.03B. Additional new positions include MSFT at $1.88B, RY at $1.83B, and CM at $1.76B.

Holdings as filed

First 500 of 1793

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION COM$3.05B5.06%19,298,022CommonSOLE
594918104MSFTMICROSOFT CORPORATION$1.73B2.87%3,474,155CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$1.69B2.80%3,058,000PUTSOLE
464287655IWMISHARES TR$1.61B2.66%7,470,000PUTSOLE
136069101CMCANADIAN IMPERIAL BK COMM$1.57B2.60%22,098,692CommonSOLE
037833100AAPLAPPLE INC COM$1.48B2.46%7,229,390CommonSOLE
780087102RYROYAL BK CDA$1.48B2.45%11,228,117CommonSOLE
023135106AMZNAMAZON COM INC COM$1.30B2.16%5,930,065CommonSOLE
064149107BNSBANK OF NOVA SCOTIA$1.15B1.91%20,774,479CommonSOLE
88160R101TSLATESLA INC COM$1.07B1.77%3,368,154CommonSOLE
02079K305GOOGLALPHABET INC CLASS-A$1.01B1.68%5,739,434CommonSOLE
30303M102METAMETA PLATFORMS INC$909.4M1.51%1,232,114CommonSOLE
87807B107TRPTC ENERGY CORPORATION$869.3M1.44%17,797,517CommonSOLE
063671101BMOBANK OF MONTREAL$797.7M1.32%7,194,153CommonSOLE
11135F101AVGOBROADCOM INC COM$724.4M1.20%2,627,906CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$703.4M1.17%1,138,000PUTSOLE
67066G104NVDANVIDIA CORPORATION COM$681.3M1.13%4,312,500PUTSOLE
29250N105ENBENBRIDGE INC$636.5M1.06%14,027,605CommonSOLE
56501R106MFCMANULIFE FINL CORP$628.5M1.04%19,644,919CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$611.9M1.01%16,324,986CommonSOLE
78463V107GLDSPDR GOLD TRUST GOLD SHS$557.4M0.92%2,288,200CALLSOLE
02079K107GOOGALPHABET INC CLASS-C$495.4M0.82%2,792,827CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$487.3M0.81%3,574,653CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$466.7M0.77%3,288,699CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$450.4M0.75%1,553,456CommonSOLE
136385101CNQCANADIAN NATURAL RESOURCES LTD$444.1M0.74%14,120,500CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$415.1M0.69%854,511CommonSOLE
464287655IWMISHARES TR$402.0M0.67%1,869,800CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$398.8M0.66%1,278,316CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$382.1M0.63%5,739,034CommonSOLE
88160R101TSLATESLA INC COM$362.1M0.60%1,140,000PUTSOLE
11271J107BNBROOKFIELD CORP$349.7M0.58%5,647,020CommonSOLE
67066G104NVDANVIDIA CORPORATION$334.5M0.55%2,117,500CALLSOLE
57636Q104MAMASTERCARD INCORPORATED$329.9M0.55%587,068CommonSOLE
92826C839VVISA INC CLASS A$324.2M0.54%913,178CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$323.2M0.54%585,800CALLSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$308.4M0.51%1,750,000PUTSHARED
64110L106NFLXNETFLIX INC$292.5M0.49%218,454CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$269.7M0.45%2,890,845CommonSOLE
68389X105ORCLORACLE CORPORATION$265.6M0.44%1,214,780CommonSOLE
532457108LLYLILLY (ELI) & COMPANY$253.0M0.42%324,604CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR TR UNIT$249.2M0.41%403,300CALLSOLE
30303M102METAMETA PLATFORMS INC$241.0M0.40%326,500CALLSOLE
11135F101AVGOBROADCOM INC$228.8M0.38%830,000CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$227.7M0.38%1,605,000PUTSOLE
872590104TMUST-MOBILE US INC COM$226.5M0.38%950,528CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC COM$225.4M0.37%722,500PUTSOLE
82509L107SHOPSHOPIFY INC CL A$224.8M0.37%1,947,781CommonSOLE
437076102HDHOME DEPOT INC$217.5M0.36%593,303CommonSOLE
891160509TDTORONTO DOMINION BK ONT$214.4M0.36%2,914,314CommonSHARED
78463V107GLDSPDR GOLD TRUST GOLD SHS$214.0M0.35%852,100PUTSOLE
780087102RYROYAL BK CDA$212.0M0.35%1,607,700CALLSOLE
931142103WMTWALMART INC$208.0M0.34%2,126,850CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$204.0M0.34%206,047CommonSOLE
855244109SBUXSTARBUCKS CORPORATION$193.3M0.32%2,109,731CommonSOLE
349553107FTSFORTIS INC$193.0M0.32%4,039,575CommonSOLE
81141R100SESea Ltd$191.9M0.32%1,199,770CommonSHARED
149123101CATCATERPILLAR INC$191.5M0.32%493,282CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$188.7M0.31%1,750,223CommonSOLE
742718109PGPROCTER & GAMBLE COMPANY$187.5M0.31%1,176,656CommonSOLE
478160104JNJJOHNSON & JOHNSON$182.4M0.30%1,193,835CommonSOLE
46090E103QQQINVESCO SHARES QQQ TRUST SERIES 1$180.1M0.30%326,364CommonSOLE
369604301GEGENERAL ELECTRIC COMP$179.2M0.30%696,338CommonSOLE
46428Q109SLVISHARES SILVER TRUST ISHARES$176.6M0.29%6,160,900PUTSOLE
19260Q107COINCOINBASE GLOBAL INC COM CL A$175.6M0.29%501,018CommonSOLE
166764100CVXCHEVRON CORPORATION$174.8M0.29%1,220,934CommonSOLE
891160509TDTORONTO DOMINION BK ONT$169.8M0.28%2,307,500PUTSHARED
718172109PMPHILIP MORRIS INTL INC$169.0M0.28%927,649CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$166.7M0.28%575,000CALLSOLE
060505104BACBANK OF AMERICA CORPORATION$165.8M0.28%3,504,593CommonSOLE
461202103INTUINTUIT$164.9M0.27%209,378CommonSOLE
00724F101ADBEADOBE INC COM$162.3M0.27%419,593CommonSOLE
00287Y109ABBVABBVIE INC COM$158.9M0.26%856,237CommonSOLE
254687106DISDISNEY,WALT COMPANY$154.5M0.26%1,245,952CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LTD$150.4M0.25%1,892,984CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$149.2M0.25%2,697,000PUTSOLE
86800U302SMCISUPER MICRO COMPUTER INC$147.0M0.24%3,000,000CALLSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC COM$142.4M0.24%351,311CommonSOLE
706327103PBAPEMBINA PIPELINE CORPORATION$142.4M0.24%3,790,107CommonSOLE
136375102CNICANADIAN NATL RY CO$142.2M0.24%1,363,872CommonSOLE
05534B760BCEBCE INC NEW$141.4M0.23%6,369,787CommonSOLE
20030N101CMCSACOMCAST CORP NEW$139.6M0.23%3,910,508CommonSOLE
780087102RYROYAL BK CDA$139.4M0.23%1,057,400PUTSOLE
949746101WMT2WELLS FARGO CO NEW$135.1M0.22%1,686,561CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$134.3M0.22%1,126,238CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$133.2M0.22%641,330CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$132.8M0.22%1,913,877CommonSOLE
67077M108NTRNUTRIEN LTD$131.2M0.22%2,250,571CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$131.0M0.22%22,627CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC COM$130.6M0.22%1,400,000PUTSHARED
063671101BMOBANK MONTREAL QUE$130.6M0.22%1,177,700CALLSOLE
023135106AMZNAMAZON COM INC COM$129.2M0.21%589,000PUTSOLE
063671101BMOBANK MONTREAL QUE$128.6M0.21%1,160,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$128.6M0.21%2,455,100PUTSOLE
580135101MCDMCDONALD'S CORPORATION$128.4M0.21%439,300CommonSOLE
458140100INTCINTEL CORPORATION$128.1M0.21%5,720,504CommonSOLE
713448108PEPPEPSICO INC$124.0M0.21%939,110CommonSOLE
79466L302CRMSALESFORCE INC$122.4M0.20%448,713CommonSOLE
87971M103TUTELUS CORPORATION$121.3M0.20%7,551,559CommonSOLE
69366J200PTCTPTC THERAPEUTICS INC COM$119.5M0.20%2,445,958CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$118.3M0.20%401,397CommonSOLE
191216100KOCOCA-COLA COMPANY$116.8M0.19%1,651,176CommonSOLE
025816109AXPAMERICAN EXPRESS COMPANY$116.5M0.19%365,334CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$116.2M0.19%1,635,700CALLSOLE
290876101EMAEMERA INC$114.6M0.19%2,500,227CommonSOLE
172967424CCITIGROUP INC NEW$113.0M0.19%1,328,085CommonSOLE
743315103PGRPROGRESSIVE CORPORATION$112.6M0.19%421,868CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$112.2M0.19%158,512CommonSOLE
00206R102TAT&T INC$112.0M0.19%3,870,477CommonSOLE
808513105SCHWSCHWAB, CHARLES CORP$111.0M0.18%1,216,436CommonSOLE
81762P102NOWSERVICENOW INC$110.5M0.18%107,506CommonSOLE
68389X105ORCLORACLE CORP COM$109.3M0.18%500,000PUTSHARED
06849F108BBARRICK MNG CORP$109.1M0.18%5,238,511CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC CL B NVS$108.4M0.18%3,653,797CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$105.7M0.18%857,547CommonSOLE
891160509TDTORONTO DOMINION BK ONT$104.7M0.17%1,421,900CALLSHARED
594918104MSFTMICROSOFT CORP$104.5M0.17%210,000CALLSOLE
438516106HONHONEYWELL INTL INC$104.4M0.17%448,345CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$103.3M0.17%552,904CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC COM$100.3M0.17%3,532,825CommonSHARED
002824100ABTABBOTT LABS$98.1M0.16%721,260CommonSOLE
58933Y105MRKMERCK & CO INC$97.3M0.16%1,229,238CommonSOLE
617446448MSMORGAN STANLEY COM NEW$96.4M0.16%684,045CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC COM$96.2M0.16%2,224,187CommonSOLE
11135F101AVGOBROADCOM INC COM$95.1M0.16%345,000PUTSHARED
884903808TRI4EURTHOMSON REUTERS CORP$94.4M0.16%469,151CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$93.6M0.16%1,786,800CALLSOLE
375558103GILDGILEAD SCIENCES INC COM$93.0M0.15%838,554CommonSOLE
747525103QCOMQUALCOMM INC$92.9M0.15%583,160CommonSOLE
595112103MUMICRON TECHNOLOGY INC COM$92.4M0.15%750,000PUTSOLE
14040H105COFCAPITAL ONE FINL CORP$91.2M0.15%428,647CommonSOLE
907818108UNPUNION PACIFIC CORPORATION$88.8M0.15%385,847CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM NEW$88.6M0.15%163,086CommonSOLE
42806J148HTZWWHERTZ GLOBAL HLDGS INC W EXP 06/30/205$87.4M0.15%23,957,010CommonSHARED
78409V104SPGIS&P GLOBAL INC$87.2M0.14%165,376CommonSOLE
09290D101BLKBLACKROCK INC$86.9M0.14%82,772CommonSOLE
36828A101GEVGE VERNOVA INC W/I$86.7M0.14%163,813CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$84.1M0.14%272,707CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$83.6M0.14%2,493,405CommonSOLE
75513E101RTXRTX CORPORATION$79.8M0.13%546,160CommonSOLE
166764100CVXCHEVRON CORP NEW$79.5M0.13%555,000PUTSOLE
235851102DHRDANAHER CORPORATION COM$78.5M0.13%397,510CommonSOLE
09260D107BXTHE BLACKSTONE GROUP INC$77.5M0.13%518,153CommonSOLE
12572Q105CMECME GROUP INC$77.3M0.13%280,255CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$76.4M0.13%1,151,580CommonSOLE
512807306LRCXLAM RESEARCH CORP$75.0M0.12%770,153CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$73.5M0.12%1,955,200PUTSOLE
031162100AMGNAMGEN INC COM$73.0M0.12%261,523CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$71.7M0.12%1,009,500PUTSOLE
87807B107TRPTC ENERGY CORP$71.4M0.12%1,461,400PUTSOLE
038222105AMATAPPLIED MATLS INC$70.9M0.12%387,294CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC COM NEW$70.9M0.12%10,377,800PUTSHARED
775109200RCIROGERS COMMUNICATIONS INC$70.2M0.12%2,366,400PUTSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$69.2M0.11%769,327CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$68.2M0.11%308,753CommonSOLE
15135U109CVECENOVUS ENERGY INC$68.1M0.11%5,004,267CommonSOLE
351858105FNVFRANCO NEV CORP$67.8M0.11%413,008CommonSOLE
040413205ANETARISTA NETWORKS INC$67.1M0.11%656,047CommonSOLE
717081103PFEPFIZER INC COM$66.4M0.11%2,740,688CommonSOLE
902973304USBUS BANCORP DEL$66.3M0.11%1,464,564CommonSOLE
29250N105ENBENBRIDGE INC$65.6M0.11%1,446,000PUTSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$65.2M0.11%1,178,800CALLSOLE
101137107BSXBOSTON SCIENTIFIC CORP$65.1M0.11%606,034CommonSOLE
097023105BABOEING COMPANY$64.7M0.11%308,981CommonSOLE
872540109TJXTJX COS INC NEW$64.5M0.11%521,912CommonSOLE
464288257ACWIISHARES TR$64.3M0.11%500,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$64.0M0.11%312,637CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$63.3M0.11%345,203CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63.3M0.11%900,000CALLSOLE
032095101APHAMPHENOL CORPORATION CL-A$62.8M0.10%635,474CommonSOLE
032654105ADIANALOG DEVICES INC$61.0M0.10%256,088CommonSOLE
65339F101NEENEXTERA ENERGY INC$60.4M0.10%870,425CommonSOLE
03831W108APPAPPLOVIN CORP COM CL A$60.4M0.10%172,427CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC-A$59.9M0.10%117,558CommonSOLE
01609W102BABAALIBABA GROUP HOLDING LTD-SPON ADR$59.7M0.10%526,420CommonSOLE
337738108FISVFISERV INC$59.4M0.10%344,586CommonSOLE
863667101SYKSTRYKER CORPORATION$59.3M0.10%149,935CommonSOLE
74340W103PLDPROLOGIS INC.$59.3M0.10%564,113CommonSOLE
12532H104GIBCGI INC CLASS-A SUB VTG$58.7M0.10%558,574CommonSOLE
95040Q104WELLWELLTOWER INC$58.5M0.10%380,724CommonSOLE
87612E106TGTTARGET CORP COM$58.3M0.10%590,699CommonSOLE
78464A714XRTSPDR SERIES TRUST$57.8M0.10%750,017CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$57.8M0.10%124,719CommonSOLE
29444U700EQIXEQUINIX INC REIT$57.3M0.10%72,002CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$57.1M0.09%261,171CommonSOLE
15961R105CHPTCHARGEPOINT HOLDINGS INC COM CL A$57.1M0.09%4,060,300CALLSHARED
46428Q109SLVISHARES SILVER TRUST ISHARES$56.6M0.09%1,935,900CALLSOLE
482480100KLACKLA CORP$56.0M0.09%62,571CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$55.4M0.09%89,633CommonSOLE
136385101CNQCANADIAN NAT RES LTD$54.3M0.09%1,727,900PUTSOLE
87971M103TUTELUS CORPORATION$54.3M0.09%3,380,500PUTSOLE
89417E109TRVTRAVELERS COMPANIES INC$54.1M0.09%202,082CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB COMPANY$53.8M0.09%1,162,636CommonSOLE
56501R106MFCMANULIFE FINL CORP$53.8M0.09%1,680,700PUTSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC COM$52.8M0.09%118,626CommonSOLE
244199105DEDEERE & COMPANY$52.8M0.09%103,844CommonSOLE
172908105CTASCINTAS CORP$52.3M0.09%234,752CommonSOLE
94106L109WMWASTE MGMT INC DEL$52.0M0.09%227,270CommonSOLE
548661107LOWLOWES COS INC$52.0M0.09%234,270CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$51.2M0.08%250,000CALLSOLE
701094104PHPARKER-HANNIFIN CORP$51.1M0.08%73,098CommonSOLE
13321L108CCJCAMECO CORP$50.8M0.08%683,045CommonSOLE
78468R556XOPSPDR SERIES TRUST$50.3M0.08%400,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$50.0M0.08%953,732CommonSOLE
594918104MSFTMICROSOFT CORP$49.7M0.08%100,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$49.2M0.08%264,105CommonSOLE
113004105BAMBROOKFIELD AST MGMT-A LVS$49.2M0.08%887,937CommonSOLE
559222401MGAMAGNA INTL INC$49.0M0.08%1,267,674CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$48.2M0.08%149,415CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$47.9M0.08%720,100PUTSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNERS LPU$47.8M0.08%1,874,630CommonSOLE
747525103QCOMQUALCOMM INC$47.8M0.08%300,000CALLSOLE
969457100WMBWILLIAMS COS INC$47.5M0.08%756,242CommonSOLE
78409V104SPGIS&P GLOBAL INC$47.5M0.08%90,000CALLSOLE
609207105MDLZMONDELEZ INTL INC$47.4M0.08%703,000CommonSOLE
22052L104CTVACORTEVA INC$47.2M0.08%633,281CommonSOLE
02209S103MOALTRIA GROUP INC$47.0M0.08%801,236CommonSOLE
78464A698KRESPDR SERIES TRUST$46.9M0.08%789,161CommonSOLE
20825C104COPCONOCOPHILLIPS$46.0M0.08%512,883CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$45.8M0.08%1,222,500PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$45.7M0.08%813,638CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$45.4M0.08%250,000CALLSOLE
620076307MSIMOTOROLA SOLUTIONS INC$45.2M0.07%107,448CommonSOLE
48251W104KKRKKR & CO INC CLASS-A$44.9M0.07%337,259CommonSOLE
87971M103TUTELUS CORPORATION$43.9M0.07%2,731,800CALLSOLE
M96088105URGNUROGEN PHARMA LTD COM$43.7M0.07%3,190,510CommonSHARED
369550108GDGENERAL DYNAMICS CORP$43.7M0.07%149,837CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$43.7M0.07%136,496CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$42.8M0.07%607,573CommonSOLE
842587107SOSOUTHERN COMPANY$42.6M0.07%464,377CommonSOLE
760759100RSGREPUBLIC SVCS INC$42.4M0.07%171,929CommonSOLE
615369105MCOMOODYS CORP$42.0M0.07%83,765CommonSOLE
126408103CSXCSX CORPORATION$41.7M0.07%1,278,116CommonSOLE
278865100ECLECOLAB INC$41.2M0.07%152,964CommonSOLE
81762P102NOWSERVICENOW INC$41.1M0.07%40,000CALLSOLE
87650L103TARSTARSUS PHARMACEUTICALS INC COM$40.6M0.07%1,001,962CommonSHARED
70450Y103PYPLPAYPAL HOLDINGS INC$40.3M0.07%541,994CommonSOLE
036752103ELVELEVANCE HEALTH INC$40.1M0.07%102,962CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC$40.0M0.07%129,962CommonSOLE
56501R106MFCMANULIFE FINL CORP$40.0M0.07%1,249,100CALLSOLE
25809K105DASHDOORDASH INC$39.8M0.07%161,319CommonSOLE
125523100CITHE CIGNA GROUP COM$39.6M0.07%119,749CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$38.8M0.06%1,036,300CALLSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC CL A$38.8M0.06%53CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$38.8M0.06%328,711CommonSOLE
00724F101ADBEADOBE INC COM$38.7M0.06%100,000PUTSHARED
025537101AEPAMERICAN ELECTRIC POWER COMP$38.6M0.06%372,418CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$38.4M0.06%885,832CommonSOLE
68389X105ORCLORACLE CORP$38.3M0.06%175,000CALLSOLE
020002101ALLALLSTATE CORP$38.2M0.06%189,595CommonSOLE
58155Q103MCKMCKESSON CORPORATION$38.0M0.06%51,829CommonSOLE
253868103DLRDIGITAL RLTY TR INC$37.9M0.06%217,212CommonSOLE
871607107SNPSSYNOPSYS INC$37.8M0.06%73,675CommonSOLE
34959E109FTNTFORTINET INC$37.6M0.06%355,440CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$37.5M0.06%7,445,984CommonSHARED
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666807102NOCNORTHROP GRUMMAN CORP$28.1M0.05%56,201CommonSOLE
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806857108SLBSCHLUMBERGER LTD$27.3M0.05%807,111CommonSOLE
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46432F842IEFAISHARES CORE MSCI EAFE ETF$22.7M0.04%271,091CommonSHARED
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464287655IWMISHARES TR$22.3M0.04%103,604CommonSOLE
704326107PAYXPAYCHEX INC$22.0M0.04%151,332CommonSOLE
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855244109SBUXSTARBUCKS CORP$22.0M0.04%240,000CALLSOLE
311900104FASTFASTENAL CO$21.9M0.04%520,835CommonSOLE
857477103STTSTATE STREET CORP$21.8M0.04%204,797CommonSOLE
816851109SRESEMPRA$21.7M0.04%286,877CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP COM$21.6M0.04%276,218CommonSOLE
219350105GLWCORNING INC$21.3M0.04%405,641CommonSOLE
576323109MTZMASTEC INC COM$21.3M0.04%125,097CommonSOLE
03662Q105AKXANSYS INC$21.3M0.04%60,681CommonSOLE
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31428X106FDXFEDEX CORPORATION$20.7M0.03%91,119CommonSOLE
217204106CPRTCOPART INC$20.6M0.03%420,301CommonSOLE
925652109VICIVICI PPTYS INC$20.6M0.03%632,630CommonSOLE
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16119P108CHTRCHARTER COMMUNICATIONS INC N CL A$20.6M0.03%50,351CommonSOLE
30161N101EXCEXELON CORP$20.6M0.03%473,677CommonSOLE
922908363VOOVANGUARD S&P500 INDEX ETF$20.5M0.03%36,060CommonSHARED
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880770102TERTERADYNE INC$20.2M0.03%224,276CommonSOLE
911363109URIUNITED RENTALS INC$20.1M0.03%26,739CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$20.0M0.03%604,837CommonSOLE
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502431109LHXL3HARRIS TECHNOLOGIES INC$19.8M0.03%78,860CommonSOLE
718546104PSXPHILLIPS 66$19.7M0.03%165,223CommonSOLE
45168D104IDXXIDEXX LABS INC$19.6M0.03%36,620CommonSOLE
494368103KMBKIMBERLY-CLARK CORPORATION$19.5M0.03%151,541CommonSOLE
744320102PRUPRUDENTIAL FINL INC$19.5M0.03%181,541CommonSOLE
252131107DXCMDEXCOM INC$19.5M0.03%223,277CommonSOLE
45257U108IMNMIMMUNOME INC$19.4M0.03%2,085,700CommonSOLE
45257U108IMNMIMMUNOME INC$19.4M0.03%2,085,700PUTSOLE
78464A870XBISPDR SERIES TRUST S&P BIOTECH$19.4M0.03%233,700PUTSOLE
345370860FFORD MTR CO$19.3M0.03%1,782,094CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$19.3M0.03%82,176CommonSOLE
922908652VXFVANGUARD INDEX FDS$19.3M0.03%100,000CommonSOLE
90384S303ULTAULTA BEAUTY INC$19.2M0.03%41,130CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$19.2M0.03%226,578CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS COM$19.2M0.03%65,000CALLSHARED
46137V357RSPINVESCO EXCHANGE TRADED FD T$19.1M0.03%105,286CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$19.1M0.03%240,500CALLSOLE
778296103ROSTROSS STORES INC$19.0M0.03%149,300CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$18.9M0.03%158,800CALLSOLE
303250104FICOFAIR ISAAC CORP$18.9M0.03%10,316CommonSOLE
384802104GWWGRAINGER W W INC$18.9M0.03%18,126CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$18.8M0.03%501,700CALLSOLE
30225T102EXREXTRA SPACE STORAGE INC$18.8M0.03%127,420CommonSOLE
143658300CCL1EURCARNIVAL CORP UNIT 99/99/9999$18.7M0.03%664,615CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$18.5M0.03%220,098CommonSOLE
30303M102METAMETA PLATFORMS INC$18.5M0.03%25,000PUTSOLE
98389B100XELXCEL ENERGY INC$18.4M0.03%270,344CommonSOLE
278642103EBAYEBAY INC.$18.4M0.03%246,538CommonSOLE
46284V101IRMIRON MTN INC DEL$18.3M0.03%178,713CommonSOLE
48203R104JNPJUNIPER NETWORKS INC COM$18.2M0.03%456,696CommonSOLE
136375102CNICANADIAN NATL RY CO$18.0M0.03%173,000CALLSOLE
501044101KRKROGER CO$18.0M0.03%250,932CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$17.9M0.03%87,919CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$17.8M0.03%24,329CommonSOLE
345370CZ1F 0 03/15/26FORD MTR CO NOTE 3/1$17.8M0.03%18,072,000CommonSHARED
337932AR8FE 4 05/01/26FIRSTENERGY CORP$17.6M0.03%17,500,000CommonSOLE
049560105ATOATMOS ENERGY CORP$17.5M0.03%113,347CommonSOLE
49177J102KVUEKENVUE INC$17.4M0.03%829,267CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$17.2M0.03%449,783CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$17.1M0.03%249,626CommonSOLE
91913Y100VLOVALERO ENERGY CORP$17.1M0.03%127,251CommonSOLE
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00846U101AAGILENT TECHNOLOGIES INC$17.1M0.03%144,544CommonSOLE
87612G101TRGPTARGA RESOURCES CORP$16.9M0.03%97,063CommonSOLE
98423F109XMTRXOMETRY INC$16.9M0.03%500,000CALLSOLE
988498101YUMYUM! BRANDS INC.$16.8M0.03%113,053CommonSOLE
124765108CAECAE INC COM$16.7M0.03%569,208CommonSOLE
018522300AEBAALLETE INC COM NEW$16.6M0.03%258,566CommonSHARED
879433829TDSTELEPHONE & DATA SYS INC COM NEW$16.6M0.03%465,578CommonSHARED
68902V107OTISOTIS WORLDWIDE CORPORATION$16.4M0.03%165,879CommonSOLE
115236101BROBROWN & BROWN INC$16.2M0.03%145,826CommonSOLE
464288513HYGISHARES TR$16.1M0.03%199,900CALLSOLE
15135B101CNCCENTENE CORPORATION$16.1M0.03%296,815CommonSOLE
55261F104MTBM & T BK CORP$16.0M0.03%82,639CommonSOLE
084423102WRBBERKLEY W R CORP$16.0M0.03%217,993CommonSOLE
209115104EDCONSOLIDATED EDISON INC$15.9M0.03%158,517CommonSOLE
617700109MORNMORNINGSTAR INC$15.9M0.03%50,640CommonSOLE
380237107GDDYGODADDY INC$15.9M0.03%88,199CommonSOLE
22160N109CSGPCOSTAR GROUP INC$15.7M0.03%195,012CommonSOLE
92338C103VLTOVERALTO CORP$15.7M0.03%155,258CommonSOLE
N44445109IMTXIMMATICS N.V SHS$15.7M0.03%2,912,390CommonSHARED
29364G103ETRENTERGY CORP NEW$15.6M0.03%187,951CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$15.6M0.03%209,981CommonSOLE
87612E106TGTTARGET CORP COM$15.5M0.03%157,500PUTSOLE
256746108DLTRDOLLAR TREE INC$15.5M0.03%156,600PUTSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$15.5M0.03%75,645CommonSOLE
670346105NUENUCOR CORP$15.5M0.03%119,478CommonSOLE
683715106OTEXOPEN TEXT CORPORATION$15.5M0.03%529,662CommonSOLE
761152107RMDRESMED INC COM$15.4M0.03%59,543CommonSOLE
871829107SYYSYSCO CORP$15.3M0.03%202,260CommonSOLE
92189H300EMLCVANECK ETF TRUST$15.2M0.03%600,000CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$15.2M0.03%45,774CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$15.2M0.03%200,000CommonSOLE
74762E102QUREQUANTA SVCS INC COM$15.1M0.03%40,000PUTSHARED
81369Y886XLUSELECT SECTOR SPDR TR$15.1M0.03%185,000PUTSOLE
G21301109CCIXCHURCHILL CAPITAL CORP IX CL A SHS$15.1M0.03%1,434,968CommonSHARED
256677105DGDOLLAR GEN CORP NEW$15.0M0.02%131,074CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$14.9M0.02%97,427CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$14.9M0.02%29,062CommonSOLE
500767306KWEBKRANESHARES TRUST CSI CHI INTERNET$14.9M0.02%433,200CALLSHARED
833445109SNOWSNOWFLAKE INC CL A$14.7M0.02%65,912CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$14.7M0.02%26,792CommonSOLE
92939U106WECWEC ENERGY GROUP INC$14.6M0.02%140,358CommonSOLE
23331A109DHID R HORTON INC$14.6M0.02%113,382CommonSOLE
811916105SASEABRIDGE GOLD INC$14.6M0.02%1,003,191CommonSOLE
136385101CNQCANADIAN NAT RES LTD$14.5M0.02%461,200CALLSOLE
464287234EEMISHARES TR$14.5M0.02%300,000CALLSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$14.5M0.02%103,968CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$14.4M0.02%170,000PUTSOLE
15189TBD8CNP 4.25 08/15/26CENTERPOINT ENERGY INC$14.2M0.02%13,000,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$14.1M0.02%14,743,000CommonSOLE
29476L107EQREQUITY RESIDENTIAL$14.1M0.02%208,657CommonSOLE
316773100FITBFIFTH THIRD BANCORP$14.1M0.02%342,275CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW COM$14.1M0.02%824,432CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$14.1M0.02%86,629CommonSOLE
37940X102GPNGLOBAL PMTS INC$14.0M0.02%174,481CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW COM$13.8M0.02%13,900PUTSHARED
26884L109EQTEQT CORP$13.7M0.02%234,718CommonSOLE
45687V106IRINGERSOLL-RAND INC$13.7M0.02%164,375CommonSOLE
904708104UNFUNIFIRST CORP MASS COM$13.6M0.02%72,500CommonSHARED
315616102FFIVF5 INC$13.6M0.02%46,360CommonSOLE
05478C105AZEKAZEK CO INC CL A$13.6M0.02%250,000CommonSHARED
46435G425ESGUISHARES TR$13.5M0.02%100,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$13.5M0.02%1,177,528CommonSOLE
629377508NRGNRG ENERGY INC$13.5M0.02%83,810CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$13.4M0.02%200,000CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC COM$13.4M0.02%271,747CommonSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR CL A ORD SHS$13.4M0.02%1,274,251CommonSHARED
00214Q104ARKKARK ETF TR INNOVATION ETF$13.3M0.02%189,222CommonSHARED
366651107ITGARTNER INC$13.1M0.02%32,515CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$13.1M0.02%70,300CALLSOLE
87165B103SYFSYNCHRONY FINANCIAL$13.1M0.02%196,572CommonSOLE
294429105EFXEQUIFAX INC$13.1M0.02%50,502CommonSOLE
G2130T124CCCXUCHURCHILL CAP CORP X UNIT 05/14/2030$13.0M0.02%1,265,753CommonSHARED
16411R208LNGCHENIERE ENERGY INC$13.0M0.02%53,476CommonSOLE

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.