MondegarAI
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Q3 2025 · 13F-HR

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAholdings as filed

Filed 2025-11-14 · accession 0002071170-25-000027

$422.0M
Reported value
662
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA · Q3 2025

AI · grounded in 13F

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA established a new position in NVDA valued at $43.2M. The fund also initiated new stakes in MSFT for $42.2M and AAPL for $20.8M. Additional new positions include GOOGL at $17.5M and AMZN at $17.4M. Total assets under management stand at $422M across 662 positions.

Holdings as filed

First 500 of 662

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$43.2M10.2%231,462CommonSOLE
594918104MSFTMICROSOFT CORP$42.2M9.99%81,396CommonSOLE
037833100AAPLAPPLE INC$20.8M4.93%81,732CommonSOLE
02079K305GOOGLALPHABET INC$17.5M4.14%71,915CommonSOLE
023135106AMZNAMAZON COM INC$17.4M4.11%79,075CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$16.8M3.98%37,597CommonSOLE
H5919C104ONONON HLDG AG$16.2M3.85%383,542CommonSOLE
654106103NKENIKE INC$15.4M3.65%220,870CommonSOLE
872540109TJXTJX COS INC NEW$15.2M3.60%105,064CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$14.3M3.40%46,938CommonSOLE
72703X106PLPLANET LABS PBC$12.7M3.02%981,828CommonSOLE
05464C101AXONAXON ENTERPRISE INC$11.9M2.83%16,639CommonSOLE
79466L302CRMSALESFORCE INC$8.0M1.91%33,920CommonSOLE
252131107DXCMDEXCOM INC$6.7M1.60%100,085CommonSOLE
13321L108CCJCAMECO CORP$5.9M1.39%69,989CommonSOLE
651639106NEMNEWMONT CORP$4.0M0.94%47,170CommonSOLE
46434V407SHYGISHARES TR$3.8M0.91%89,000CommonSOLE
11135F101AVGOBROADCOM INC$3.7M0.87%11,076CommonSOLE
78463V107GLDSPDR GOLD TR$3.6M0.86%10,250CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$3.5M0.84%20,988CommonSOLE
336433107FSLRFIRST SOLAR INC$3.5M0.82%15,694CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.1M0.74%6,385CommonSOLE
532457108LLYELI LILLY & CO$3.1M0.74%4,069CommonSOLE
30303M102METAMETA PLATFORMS INC$3.1M0.73%4,171CommonSOLE
464287432TLTISHARES TR$2.6M0.63%29,600CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.60%7,379CommonSOLE
06849F108BBARRICK MNG CORP$2.1M0.50%64,689CommonSOLE
595112103MUMICRON TECHNOLOGY INC$2.1M0.50%12,600CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.0M0.47%10,615CommonSOLE
88160R101TSLATESLA INC$2.0M0.47%4,425CommonSOLE
962879102WPMWHEATON PRECIOUS METALS COR$1.9M0.44%16,651CommonSOLE
00287Y109ABBVABBVIE INC$1.8M0.43%7,812CommonSOLE
64110L106NFLXNETFLIX INC$1.7M0.40%1,394CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.37%13,990CommonSOLE
68389X105ORCLORACLE CORP$1.5M0.36%5,414CommonSOLE
17275R102CSCOCISCO SYS INC$1.5M0.36%21,946CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.35%4,620CommonSOLE
02079K107GOOGALPHABET INC$1.4M0.34%5,830CommonSOLE
031162100AMGNAMGEN INC$1.4M0.33%4,935CommonSOLE
92826C839VVISA INC$1.4M0.33%4,028CommonSOLE
23804L103DDOGDATADOG INC$1.4M0.32%9,590CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.31%8,029CommonSOLE
00724F101ADBEADOBE INC$1.3M0.31%3,673CommonSOLE
98980G102ZSZSCALER INC$1.2M0.29%4,152CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.29%2,187CommonSOLE
496902404KGCKINROSS GOLD CORP$1.2M0.28%48,400CommonSOLE
931142103WMTWALMART INC$1.2M0.28%11,529CommonSOLE
38059T106GFIGOLD FIELDS LTD$1.2M0.28%28,200CommonSOLE
18915M107NETCLOUDFLARE INC$1.1M0.27%5,345CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.26%11,320CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1.1M0.26%15,512CommonSOLE
002824100ABTABBOTT LABS$1.0M0.25%7,720CommonSOLE
166764100CVXCHEVRON CORP NEW$1.0M0.24%6,484CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACH$963,5760.23%3,415CommonSOLE
58933Y105MRKMERCK & CO INC$937,7500.22%11,173CommonSOLE
369604301GEGE AEROSPACE$873,8820.21%2,905CommonSOLE
060505104BACBANK AMERICA CORP$869,2910.21%16,850CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$841,0820.20%8,615CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$820,8900.19%4,500CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC IN$816,2890.19%1,683CommonSOLE
81762P102NOWSERVICENOW INC$800,6440.19%870CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$791,8160.19%1,575CommonSOLE
011532108AGIALAMOS GOLD INC NEW$789,9270.19%22,650CommonSOLE
031100100AMEAMETEK INC$788,6600.19%4,195CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$770,5920.18%1,104CommonSOLE
235851102DHRDANAHER CORPORATION$760,9220.18%3,838CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWA$758,5450.18%2,936CommonSOLE
375558103GILDGILEAD SCIENCES INC$739,8150.18%6,665CommonSOLE
37950E259ARGTGLOBAL X FDS$737,4500.17%10,535CommonSOLE
192108504CDECOEUR MNG INC$716,6320.17%38,200CommonSOLE
697900108PAASPAN AMERN SILVER CORP$705,6500.17%18,200CommonSOLE
949746101WMT2WELLS FARGO CO NEW$691,5150.16%8,250CommonSOLE
254687106DISDISNEY WALT CO$665,2450.16%5,810CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$646,4930.15%3,175CommonSOLE
717081103PFEPFIZER INC$633,4330.15%24,860CommonSOLE
75513E101RTXRTX CORPORATION$592,3480.14%3,540CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$576,1850.14%1,260CommonSOLE
871607107SNPSSYNOPSYS INC$571,8390.14%1,159CommonSOLE
95040Q104WELLWELLTOWER INC$568,2670.13%3,190CommonNONE
863667101SYKSTRYKER CORPORATION$563,0070.13%1,523CommonSOLE
98419M100XYLXYLEM INC$561,6800.13%3,808CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$555,3900.13%30,600CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$550,7910.13%1,140CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$488,1150.12%43,550CommonSOLE
74340W103PLDPROLOGIS INC.$487,8550.12%4,260CommonNONE
464287515IGVISHARES TR$483,0250.11%4,200CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$481,3280.11%520CommonSOLE
437076102HDHOME DEPOT INC$474,0720.11%1,170CommonSOLE
097023105BABOEING CO$470,5090.11%2,180CommonSOLE
450913108IAGIAMGOLD CORP$469,2280.11%36,300CommonSOLE
G5960L103MDTMEDTRONIC PLC$467,6280.11%4,910CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$465,6600.11%1,189CommonSOLE
443573100HUBSHUBSPOT INC$449,0880.11%960CommonSOLE
126650100CVSCVS HEALTH CORP$435,1510.10%5,772CommonSOLE
227046109CROXCROCS INC$434,4600.10%5,200CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$429,5710.10%705CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTI$429,4390.10%4,700CommonSOLE
742718109PGPROCTER AND GAMBLE CO$427,1470.10%2,780CommonSOLE
34959E109FTNTFORTINET INC$427,1260.10%5,080CommonSOLE
464287762IYHISHARES TR$424,5350.10%7,230CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$422,1420.10%2,195CommonNONE
701094104PHPARKER-HANNIFIN CORP$420,7730.10%555CommonSOLE
36828A101GEVGE VERNOVA INC$415,0570.10%675CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH L$414,8550.10%2,005CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERL$413,9170.10%1,281CommonSOLE
668771108GENGEN DIGITAL INC$407,3970.10%14,350CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$406,8560.10%815CommonSOLE
438516106HONHONEYWELL INTL INC$404,1600.10%1,920CommonSOLE
052769106ADSKAUTODESK INC$400,2640.09%1,260CommonSOLE
11777Q209BTGB2GOLD CORP$395,4920.09%79,958CommonSOLE
784730103SSRMSSR MINING IN$388,4260.09%15,900CommonSOLE
20825C104COPCONOCOPHILLIPS$387,8190.09%4,100CommonSOLE
461202103INTUINTUIT$385,8440.09%565CommonSOLE
644535106NGDNNEW GOLD INC CDA$383,4750.09%53,500CommonSOLE
747525103QCOMQUALCOMM INC$380,9640.09%2,290CommonSOLE
125523100CITHE CIGNA GROUP$379,3370.09%1,316CommonSOLE
40412C101HCAHCA HEALTHCARE INC$376,3350.09%883CommonSOLE
29444U700EQIXEQUINIX INC$364,2070.09%465CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$359,2220.09%7,965CommonSOLE
03831W108APPAPPLOVIN CORP$355,6770.08%495CommonSOLE
G87052109TELTE CONNECTIVITY PLC$353,4430.08%1,610CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$349,6160.08%12,100CommonSOLE
65339F101NEENEXTERA ENERGY INC$341,2150.08%4,520CommonSOLE
882508104TXNTEXAS INSTRS INC$338,0630.08%1,840CommonSOLE
038222105AMATAPPLIED MATLS INC$329,6310.08%1,610CommonSOLE
512807306LRCXLAM RESEARCH CORP$329,3940.08%2,460CommonSOLE
781154109RBRKRUBRIK INC.$329,0000.08%4,000CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$320,9160.08%1,710CommonNONE
040413205ANETARISTA NETWORKS INC$313,2770.07%2,150CommonSOLE
032095101APHAMPHENOL CORP NEW$311,8500.07%2,520CommonSOLE
191216100KOCOCA COLA CO$307,7250.07%4,640CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$303,3180.07%1,230CommonSOLE
075887109BDXBECTON DICKINSON & CO$293,8570.07%1,570CommonSOLE
253868103DLRDIGITAL RLTY TR INC$288,7100.07%1,670CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$288,6460.07%3,810CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$286,6860.07%360CommonSOLE
718172109PMPHILIP MORRIS INTL INC$282,2280.07%1,740CommonSOLE
046353108AZNNASTRAZENECA PLC$281,7160.07%3,672CommonSOLE
149123101CATCATERPILLAR INC$281,5190.07%590CommonSOLE
458140100INTCINTEL CORP$278,4650.07%8,300CommonSOLE
82509L107SHOPSHOPIFY INC$274,9960.07%1,850CommonSOLE
45168D104IDXXIDEXX LABS INC$274,7230.07%430CommonSOLE
58155Q103MCKMCKESSON CORP$271,1620.06%351CommonSOLE
580135101MCDMCDONALDS CORP$267,4230.06%880CommonSOLE
G54950103LINLINDE PLC$266,0000.06%560CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENT$262,7640.06%10,800CommonSOLE
756109104OREALTY INCOME CORP$259,5730.06%4,270CommonNONE
482480100KLACKLA CORP$258,8640.06%240CommonSOLE
12504L109CBRECBRE GROUP INC$258,3980.06%1,640CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$249,0670.06%425CommonSOLE
H2906T109GRMNGARMIN LTD$247,4510.06%1,005CommonSOLE
032654105ADIANALOG DEVICES INC$245,7000.06%1,000CommonSOLE
00326A104SGOLETFS GOLD TR$244,3610.06%6,700CommonSOLE
69370C100PTCPTC INC$243,6240.06%1,200CommonSOLE
773121108RKLBROCKET LAB CORP$242,9040.06%5,070CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$241,6800.06%530CommonSOLE
713448108PEPPEPSICO INC$238,7480.06%1,700CommonSOLE
98978V103ZTSZOETIS INC$237,6240.06%1,624CommonSOLE
922280102VRNSVARONIS SYS INC$236,2020.06%4,110CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$232,9550.06%1,815CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$230,4320.05%6,200CommonSOLE
46436F103IAUMISHARES GOLD TR$228,8300.05%6,000CommonSOLE
204166102CVLTCOMMVAULT SYS INC$228,4240.05%1,210CommonSOLE
617446448MSMORGAN STANLEY$228,1080.05%1,435CommonSOLE
98149E303GLDMWORLD GOLD TR$227,2120.05%3,000CommonSOLE
98389B100XELXCEL ENERGY INC$224,2070.05%2,780CommonSOLE
30161N101EXCEXELON CORP$223,7000.05%4,970CommonSOLE
00206R102TAT&T INC$223,0960.05%7,900CommonSOLE
761152107RMDRESMED INC$221,4480.05%809CommonSOLE
09290D101BLKBLACKROCK INC$219,1840.05%188CommonSOLE
922475108VEEVVEEVA SYS INC$213,3040.05%716CommonSOLE
025816109AXPAMERICAN EXPRESS CO$212,5820.05%640CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$210,8600.05%730CommonNONE
136385101CNQCANADIAN NAT RES LTD$210,8300.05%6,590CommonSOLE
22822V101CCICROWN CASTLE INC$208,4180.05%2,160CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$206,5650.05%4,700CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$205,1720.05%38CommonSOLE
172967424CCITIGROUP INC$203,0000.05%2,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$199,0440.05%354CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$198,0610.05%5,050CommonSOLE
152006102CGAUCENTERRA GOLD INC$192,9470.05%18,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$191,8950.05%2,010CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$189,6800.04%540CommonSOLE
548661107LOWLOWES COS INC$185,9690.04%740CommonSOLE
26152H301DRDDRDGOLD LIMITED$183,5400.04%6,650CommonSOLE
26875P101EOGEOG RES INC$182,7560.04%1,630CommonSOLE
78409V104SPGIS&P GLOBAL INC$182,5160.04%375CommonSOLE
22160N109CSGPCOSTAR GROUP INC$181,3960.04%2,150CommonSOLE
896239100TRMBTRIMBLE INC$178,8140.04%2,190CommonSOLE
46266C105IQVIQVIA HLDGS INC$178,5440.04%940CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$178,3270.04%2,293CommonSOLE
743315103PGRPROGRESSIVE CORP$176,5690.04%715CommonSOLE
907818108UNPUNION PAC CORP$176,0960.04%745CommonSOLE
G29183103ETNEATON CORP PLC$175,8970.04%470CommonSOLE
594972408MSTRSTRATEGY INC$175,6040.04%545CommonSOLE
H42097107UBSUBS GROUP AG$173,5550.04%4,250CommonSOLE
925652109VICIVICI PPTYS INC$164,6800.04%5,050CommonNONE
92276F100VTRVENTAS INC$163,0770.04%2,330CommonNONE
95082P105WCCWESCO INTL INC$162,8550.04%770CommonSOLE
012653101ALBALBEMARLE CORP$162,1600.04%2,000CommonSOLE
46284V101IRMIRON MTN INC DEL$161,0650.04%1,580CommonNONE
09260D107BXBLACKSTONE INC$160,5990.04%940CommonSOLE
88025T102TENBTENABLE HLDGS INC$160,3800.04%5,500CommonSOLE
281020107EIXEDISON INTL$158,6540.04%2,870CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$158,5850.04%746CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING I$152,6200.04%520CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$151,6380.04%785CommonNONE
780087102RYROYAL BK CDA$151,4490.04%1,027CommonSOLE
833445109SNOWSNOWFLAKE INC$149,9910.04%665CommonSOLE
69331C108PCGPG&E CORP$149,2920.04%9,900CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$149,1100.04%6,500CommonSOLE
883203101TXTTEXTRON INC$148,7020.04%1,760CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$147,9870.04%1,050CommonNONE
65290E101NXTNEXTRACKER INC$147,9800.04%2,000CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$146,9570.03%1,115CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$146,2820.03%1,740CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$144,3030.03%1,465CommonSOLE
351858105FNVFRANCO NEV CORP$142,5300.03%640CommonSOLE
22052L104CTVACORTEVA INC$142,2260.03%2,103CommonSOLE
20030N101CMCSACOMCAST CORP NEW$141,3900.03%4,500CommonSOLE
872590104TMUST-MOBILE US INC$141,2340.03%590CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$136,3720.03%3,257CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$132,9170.03%315CommonSOLE
244199105DEDEERE & CO$132,6050.03%290CommonSOLE
219350105GLWCORNING INC$131,2480.03%1,600CommonSOLE
770700102HOODROBINHOOD MKTS INC$128,8620.03%900CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE I$128,0450.03%760CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$126,6920.03%385CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$122,9330.03%610CommonSOLE
12572Q105CMECME GROUP INC$121,8560.03%451CommonSOLE
H1467J104CBCHUBB LIMITED$121,3680.03%430CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$121,2860.03%1,125CommonSOLE
632307104NTRANATERA INC$120,7270.03%750CommonSOLE
842587107SOSOUTHERN CO$120,3580.03%1,270CommonSOLE
29476L107EQREQUITY RESIDENTIAL$119,7510.03%1,850CommonNONE
674599105OXYOCCIDENTAL PETE CORP$117,6520.03%2,490CommonSOLE
58733R102MELIMERCADOLIBRE INC$116,8470.03%50CommonSOLE
04040Y109ARISARIS MNG CORP$115,7130.03%11,800CommonSOLE
422806208HEI/AHEICO CORP NEW$114,3400.03%450CommonSOLE
98138H101WDAYWORKDAY INC$113,1430.03%470CommonSOLE
81730H109SSENTINELONE INC$112,7040.03%6,400CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$111,1160.03%1,860CommonSOLE
504922105LHLABCORP HOLDINGS INC$110,2310.03%384CommonSOLE
26884L109EQTEQT CORP$109,9490.03%2,020CommonSOLE
891160509TDTORONTO DOMINION BK ONT$109,0440.03%1,363CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$108,9000.03%880CommonSOLE
15135B101CNCCENTENE CORP DEL$107,6470.03%3,017CommonSOLE
D18190898DBDEUTSCHE BANK A G$105,6280.03%3,000CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$104,9170.02%303CommonSOLE
855244109SBUXSTARBUCKS CORP$104,8190.02%1,239CommonSOLE
N3167Y103RACEFERRARI N V$104,3220.02%215CommonSOLE
88579Y101MMM3M CO$103,9710.02%670CommonSOLE
94106L109WMWASTE MGMT INC DEL$103,7900.02%470CommonSOLE
02209S103MOALTRIA GROUP INC$103,7140.02%1,570CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$103,5120.02%950CommonSOLE
958102105WDCWESTERN DIGITAL CORP$103,2520.02%860CommonSOLE
74758T303QLYSQUALYS INC$103,2170.02%780CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$102,4760.02%530CommonNONE
369550108GDGENERAL DYNAMICS CORP$102,3000.02%300CommonSOLE
G0403H108AONAON PLC$101,6250.02%285CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$101,6010.02%710CommonSOLE
969457100WMBWILLIAMS COS INC$101,3600.02%1,600CommonSOLE
278865100ECLECOLAB INC$101,3280.02%370CommonSOLE
609207105MDLZMONDELEZ INTL INC$101,2010.02%1,620CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$100,3100.02%310CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$100,2010.02%440CommonSOLE
615369105MCOMOODYS CORP$100,0610.02%210CommonSOLE
25809K105DASHDOORDASH INC$99,2760.02%365CommonSOLE
670346105NUENUCOR CORP$98,4580.02%727CommonSOLE
45337C102INCYINCYTE CORP$97,0230.02%1,144CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$96,4810.02%370CommonSOLE
92936U109WPCWP CAREY INC$95,9490.02%1,420CommonNONE
92552V100VSATVIASAT INC$95,2250.02%3,250CommonSOLE
67077M108NTRNUTRIEN LTD$95,1880.02%1,620CommonSOLE
008073108AVAVAEROVIRONMENT INC$94,4670.02%300CommonSOLE
297178105ESSESSEX PPTY TR INC$92,3430.02%345CommonNONE
776696106ROPROPER TECHNOLOGIES INC$92,2580.02%185CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$92,1500.02%650CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$90,5310.02%1,350CommonSOLE
053332102AZOAUTOZONE INC$90,0950.02%21CommonSOLE
337738108FISVFISERV INC$88,9620.02%690CommonSOLE
18467V109YOUCLEAR SECURE INC$88,4570.02%2,650CommonSOLE
92840M102VSTVISTRA CORP$88,1640.02%450CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$88,0300.02%630CommonNONE
881624209TEVATEVA PHARMACEUTICAL INDS LT$87,4460.02%4,329CommonSOLE
48251W104KKRKKR & CO INC$87,0670.02%670CommonSOLE
911363109URIUNITED RENTALS INC$85,9190.02%90CommonSOLE
718546104PSXPHILLIPS 66$85,6930.02%630CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS P$84,9820.02%360CommonSOLE
N14506104ESTCELASTIC N V$84,4900.02%1,000CommonSOLE
443201108HWMHOWMET AEROSPACE INC$84,3790.02%430CommonSOLE
893641100TDGTRANSDIGM GROUP INC$84,3530.02%64CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$83,9300.02%790CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$83,2500.02%740CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTI$83,1670.02%1,240CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$82,7890.02%730CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$82,3810.02%410CommonSOLE
29250N105ENBENBRIDGE INC$82,2760.02%1,630CommonSOLE
G25508105CRHCRH PLC$82,1310.02%685CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$82,0810.02%265CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$80,4260.02%310CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$80,2750.02%1,250CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$80,0960.02%87CommonSOLE
452327109ILMNILLUMINA INC$79,3000.02%835CommonSOLE
063671101BMOBANK MONTREAL QUE$79,0090.02%606CommonSOLE
291011104EMREMERSON ELEC CO$78,7080.02%600CommonSOLE
878742204TECKTECK RESOURCES LTD$78,1260.02%1,780CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$78,1070.02%260CommonSOLE
64115T104NTCTNETSCOUT SYS INC$77,4900.02%3,000CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$77,2040.02%1,970CommonSOLE
172908105CTASCINTAS CORP$76,9720.02%375CommonSOLE
806857108SLBSCHLUMBERGER LTD$76,5080.02%2,226CommonSOLE
37045V100GMGENERAL MTRS CO$76,2120.02%1,250CommonSOLE
30034W106EVRGEVERGY INC$76,0200.02%1,000CommonSOLE
422806109HEIHEICO CORP NEW$75,8630.02%235CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$75,4300.02%500CommonSOLE
902973304USBUS BANCORP DEL$74,9120.02%1,550CommonSOLE
303250104FICOFAIR ISAAC CORP$74,8270.02%50CommonSOLE
771049103RBLXROBLOX CORP$74,8010.02%540CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$74,7660.02%680CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$74,3700.02%3,000CommonNONE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LT$74,0990.02%2,400CommonSOLE
126408103CSXCSX CORP$73,8610.02%2,080CommonSOLE
009158106APDAIR PRODS & CHEMS INC$73,6340.02%270CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$73,2490.02%1,910CommonSOLE
15135U109CVECENOVUS ENERGY INC$72,8630.02%4,289CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$72,5970.02%260CommonSOLE
311900104FASTFASTENAL CO$72,0890.02%1,470CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$71,9660.02%540CommonSOLE
74762E102QUREQUANTA SVCS INC$70,4510.02%170CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$69,5480.02%870CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$69,3300.02%830CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF C$68,7590.02%860CommonSOLE
29084Q100EMEEMCOR GROUP INC$68,2020.02%105CommonSOLE
231021106CMICUMMINS INC$67,5790.02%160CommonSOLE
46187W107INVHINVITATION HOMES INC$67,1660.02%2,290CommonNONE
98954M200ZZILLOW GROUP INC$67,0340.02%870CommonSOLE
285512109EAELECTRONIC ARTS INC$66,5610.02%330CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$66,5290.02%2,350CommonSOLE
125269100CFCF INDS HLDGS INC$66,3780.02%740CommonSOLE
89832Q109TFCTRUIST FINL CORP$66,2940.02%1,450CommonSOLE
03073E105CORCENCORA INC$65,6310.02%210CommonSOLE
29364G103ETRENTERGY CORP NEW$65,2330.02%700CommonSOLE
64110D104NTAPNETAPP INC$65,1530.02%550CommonSOLE
46091J101BTCOINVESCO GALAXY BITCOIN ETF$65,0110.02%570CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$64,2810.02%955CommonSOLE
92189K105HODLVANECK BITCOIN ETF$64,2000.02%1,990CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOI$63,6550.02%640CommonSOLE
25746U109DDOMINION ENERGY INC$63,6170.02%1,040CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$63,5250.02%660CommonSOLE
354921108EZBCFRANKLIN TEMPLETON DIGITAL$63,3840.02%960CommonSOLE
05352A100AVTRAVANTOR INC$62,8990.01%5,040CommonSOLE
74624M102PPURE STORAGE INC$62,8570.01%750CommonSOLE
858119100STLDSTEEL DYNAMICS INC$62,7430.01%450CommonSOLE
571903202MARMARRIOTT INTL INC NEW$62,5060.01%240CommonSOLE
55354G100MSCIMSCI INC$62,4150.01%110CommonSOLE
146869102CVNACARVANA CO$62,2450.01%165CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$61,7330.01%118CommonSOLE
15101Q207CLSCELESTICA INC$61,5530.01%250CommonSOLE
03076C106AMPAMERIPRISE FINL INC$61,4060.01%125CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$61,3870.01%1,260CommonSOLE
816851109SRESEMPRA$61,1860.01%680CommonSOLE
020002101ALLALLSTATE CORP$61,1750.01%285CommonSOLE
693718108PCARPACCAR INC$60,9580.01%620CommonSOLE
143658300CCL1EURCARNIVAL CORP$60,7110.01%2,100CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$60,6370.01%270CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$60,1720.01%2,450CommonSOLE
16411R208LNGCHENIERE ENERGY INC$59,9200.01%255CommonSOLE
40434L105HPQHP INC$59,9060.01%2,200CommonSOLE
760759100RSGREPUBLIC SVCS INC$59,6650.01%260CommonSOLE
857477103STTSTATE STR CORP$59,1650.01%510CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$59,0610.01%175CommonSOLE
31428X106FDXFEDEX CORP$58,9520.01%250CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$58,7420.01%1,550CommonSOLE
682680103OKEONEOK INC NEW$58,3760.01%800CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$58,2750.01%900CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$58,1620.01%899CommonSOLE
866674104SUISUN CMNTYS INC$58,0500.01%450CommonNONE
778296103ROSTROSS STORES INC$57,9080.01%380CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORAT$57,8860.01%62CommonSOLE
852234103XYZBLOCK INC$57,8160.01%800CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$57,6720.01%165CommonSOLE
071813109BAXBAXTER INTL INC$57,5630.01%2,528CommonSOLE
501044101KRKROGER CO$57,2980.01%850CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$56,9220.01%1,051CommonSOLE
093712107BEBLOOM ENERGY CORP$56,6620.01%670CommonSOLE
466313103JBLJABIL INC$56,4640.01%260CommonSOLE
436440101HO1HOLOGIC INC$56,2190.01%833CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP I$56,0800.01%815CommonSOLE
56585A102MPCMARATHON PETE CORP$55,8950.01%290CommonSOLE
91913Y100VLOVALERO ENERGY CORP$55,8450.01%328CommonSOLE
H01301128ALCALCON AG$55,8280.01%750CommonSOLE
980745103WWDWOODWARD INC$55,5960.01%220CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CIT$55,1430.01%740CommonSOLE
629377508NRGNRG ENERGY INC$55,0630.01%340CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$54,9360.01%350CommonSOLE
11271J107BNBROOKFIELD CORP$54,9210.01%800CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$54,8890.01%391CommonSOLE
009066101ABNBAIRBNB INC$54,6390.01%450CommonSOLE
049468101TEAMATLASSIAN CORPORATION$54,2980.01%340CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES$54,0720.01%720CommonSOLE
N3168P101FERFERROVIAL SE$53,9620.01%941CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP I$53,4140.01%640CommonSOLE
744320102PRUPRUDENTIAL FINL INC$52,9070.01%510CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$52,7680.01%300CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT I$52,2880.01%320CommonSOLE
45687V106IRINGERSOLL RAND INC$52,0510.01%630CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ I$51,6710.01%620CommonNONE
001055102AFLAFLAC INC$51,3820.01%460CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$51,0190.01%270CommonSOLE
23331A109DHID R HORTON INC$50,8410.01%300CommonSOLE
002121101ATENA10 NETWORKS INC$50,8200.01%2,800CommonSOLE
N00985106AERAERCAP HOLDINGS NV$50,8200.01%420CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$50,7270.01%290CommonSOLE
92939U106WECWEC ENERGY GROUP INC$50,4200.01%440CommonSOLE
217204106CPRTCOPART INC$50,3660.01%1,120CommonSOLE
87612G101TRGPTARGA RES CORP$50,2620.01%300CommonSOLE
233331107DTEDTE ENERGY CO$50,2080.01%355CommonSOLE
023608102AEEAMEREN CORP$50,1020.01%480CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$49,4800.01%630CommonSOLE
941848103WATWATERS CORP$49,4690.01%165CommonSOLE
704326107PAYXPAYCHEX INC$49,4360.01%390CommonSOLE
59156R108METMETLIFE INC$49,4220.01%600CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$49,0840.01%1,400CommonSOLE
345370860FFORD MTR CO$49,0360.01%4,100CommonSOLE
172062101CINFCINCINNATI FINL CORP$49,0110.01%310CommonSOLE
56501R106MFCMANULIFE FINL CORP$48,5670.01%1,558CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$48,5000.01%1,250CommonSOLE
487836108KKELLANOVA$48,3920.01%590CommonSOLE
69351T106PPLPPL CORP$48,3080.01%1,300CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$48,1410.01%2,465CommonSOLE
929740108WABWABTEC$48,1130.01%240CommonSOLE
384802104GWWGRAINGER W W INC$47,6480.01%50CommonSOLE
55261F104MTBM & T BK CORP$47,4290.01%240CommonSOLE
366651107ITGARTNER INC$47,3170.01%180CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$47,2710.01%75CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$47,2490.01%380CommonSOLE
136375102CNICANADIAN NATL RY CO$47,1760.01%500CommonSOLE
278642103EBAYEBAY INC.$47,1120.01%518CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP IN$46,6870.01%350CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LT$46,6360.01%135CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$46,6020.01%270CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$46,2720.01%510CommonSOLE
988498101YUMYUM BRANDS INC$46,2080.01%304CommonSOLE
294429105EFXEQUIFAX INC$46,1750.01%180CommonSOLE
084423102WRBBERKLEY W R CORP$45,9720.01%600CommonSOLE
49446R109KIMKIMCO RLTY CORP$45,8850.01%2,100CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$45,3300.01%362CommonSOLE
67059N108NTNXNUTANIX INC$44,6340.01%600CommonSOLE
370334104GISGENERAL MLS INC$44,3700.01%880CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$44,1320.01%360CommonSOLE
570535104MKLMARKEL GROUP INC$43,9610.01%23CommonSOLE
758849103REGREGENCY CTRS CORP$43,7400.01%600CommonNONE
453038408IMOIMPERIAL OIL LTD$43,5470.01%480CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$43,1700.01%270CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$42,6520.01%750CommonSOLE
M6191J100FROGJFROG LTD$42,5970.01%900CommonSOLE
G8473T100STESTERIS PLC$42,0650.01%170CommonSOLE
871829107SYYSYSCO CORP$41,9930.01%510CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$41,9490.01%900CommonNONE
G3643J108FLUTFLUTTER ENTMT PLC$41,9100.01%165CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$41,8830.01%690CommonNONE
260003108DOVDOVER CORP$41,7070.01%250CommonSOLE
651587107NEUNEWMARKET CORP$41,4100.01%50CommonSOLE
127097103CTRACOTERRA ENERGY INC$41,3880.01%1,750CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$41,2090.01%580CommonSOLE
380237107GDDYGODADDY INC$41,0490.01%300CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$40,5850.01%2,350CommonSOLE
87612E106TGTTARGET CORP$40,3650.01%450CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$40,2420.01%160CommonSOLE
929160109VMCVULCAN MATLS CO$39,9910.01%130CommonSOLE
50212V100LPLALPL FINL HLDGS INC$39,9230.01%120CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$39,9000.01%1,200CommonNONE
631103108NDAQNASDAQ INC$39,8030.01%450CommonSOLE
31620M106FISFIDELITY NATL INFORMATION S$39,5640.01%600CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$39,5410.01%1,550CommonSOLE
615394202MOG/AMOOG INC$39,4570.01%190CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$39,4340.01%450CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$39,3420.01%659CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONA$39,2840.01%32CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$39,2570.01%2,050CommonNONE
12532H104GIBCGI INC$39,2120.01%440CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$39,1640.01%920CommonSOLE
526057104LENLENNAR CORP$39,0720.01%310CommonSOLE
75524B104RBCRBC BEARINGS INC$39,0290.01%100CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$39,0240.01%205CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$38,7660.01%424CommonSOLE
316773100FITBFIFTH THIRD BANCORP$38,7590.01%870CommonSOLE
115236101BROBROWN & BROWN INC$38,4540.01%410CommonSOLE
133131102CPTCAMDEN PPTY TR$38,4410.01%360CommonNONE
460146103IPINTERNATIONAL PAPER CO$38,1870.01%823CommonSOLE
H50430232LOGILOGITECH INTL S A$38,1520.01%350CommonSOLE
12514G108CDWCDW CORP$36,9530.01%232CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS I$36,9160.01%155CommonSOLE
224408104CRCRANE COMPANY$36,8280.01%200CommonSOLE
902653104UDRUDR INC$36,5150.01%980CommonNONE
92343E102VRSNVERISIGN INC$36,3440.01%130CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$36,2200.01%190CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$35,9550.01%750CommonSOLE
49177J102KVUEKENVUE INC$35,7060.01%2,200CommonSOLE

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.