MondegarAI
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Q4 2025 · 13F-HR

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAholdings as filed

Filed 2026-02-13 · accession 0002071170-26-000001

$397.2M
Reported value
682
Positions
2025-12-31
Period end
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The Brief · TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA · Q4 2025

AI · grounded in 13F

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA increased its position in META by 625.39%. The fund also established a new position in UNITED STS COMMODITY INDEX CPER valued at $1.66M and accumulated more shares of AVGO and AXON. Conversely, the fund trimmed its holdings in PL, LHX, and ISRG.

Holdings as filed

First 500 of 682

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$51.8M13.0%277,500CommonSOLE
594918104MSFTMICROSOFT CORP$39.5M9.94%81,611CommonSOLE
30303M102METAMETA PLATFORMS INC$20.0M5.03%30,256CommonSOLE
H5919C104ONONON HLDG AG$19.8M4.99%426,716CommonSOLE
023135106AMZNAMAZON COM INC$17.1M4.30%74,069CommonSOLE
654106103NKENIKE INC$14.1M3.54%220,870CommonSOLE
05464C101AXONAXON ENTERPRISE INC$13.8M3.48%24,365CommonSOLE
02079K305GOOGLALPHABET INC$12.6M3.18%40,341CommonSOLE
037833100AAPLAPPLE INC$12.0M3.03%44,312CommonSOLE
872540109TJXTJX COS INC NEW$8.8M2.21%57,242CommonSOLE
79466L302CRMSALESFORCE INC$8.7M2.18%32,679CommonSOLE
11135F101AVGOBROADCOM INC$5.8M1.46%16,811CommonSOLE
651639106NEMNEWMONT CORP$4.9M1.24%49,450CommonSOLE
13321L108CCJCAMECO CORP$4.7M1.17%50,732CommonSOLE
532457108LLYELI LILLY & CO$4.4M1.10%4,074CommonSOLE
46434V407SHYGISHARES TR$3.8M0.96%89,000CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$3.8M0.95%22,182CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.6M0.91%6,408CommonSOLE
06849F108BBARRICK MNG CORP$3.0M0.76%68,853CommonSOLE
336433107FSLRFIRST SOLAR INC$2.7M0.68%10,264CommonSOLE
464287432TLTISHARES TR$2.6M0.65%29,600CommonNONE
478160104JNJJOHNSON & JOHNSON$2.5M0.62%11,995CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.3M0.57%4,847CommonSOLE
88160R101TSLATESLA INC$2.2M0.55%4,900CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.2M0.55%6,672CommonSOLE
962879102WPMWHEATON PRECIOUS METALS COR$2.1M0.53%17,713CommonSOLE
252131107DXCMDEXCOM INC$2.0M0.50%29,992CommonSOLE
02079K107GOOGALPHABET INC$1.9M0.47%6,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.8M0.46%6,425CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M0.46%15,180CommonSOLE
78463V107GLDSPDR GOLD TR$1.8M0.45%4,550CommonNONE
18915M107NETCLOUDFLARE INC$1.8M0.45%9,100CommonSOLE
00287Y109ABBVABBVIE INC$1.8M0.45%7,817CommonSOLE
17275R102CSCOCISCO SYS INC$1.7M0.43%22,236CommonSOLE
911718104CPERUNITED STS COMMODITY INDEX$1.7M0.42%47,500CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.5M0.38%4,680CommonSOLE
92826C839VVISA INC$1.4M0.36%4,128CommonSOLE
496902404KGCKINROSS GOLD CORP$1.4M0.36%51,100CommonSOLE
931142103WMTWALMART INC$1.3M0.33%11,879CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.32%2,252CommonSOLE
98980G102ZSZSCALER INC$1.3M0.32%5,705CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$1.2M0.30%14,112CommonSOLE
38059T106GFIGOLD FIELDS LTD$1.2M0.30%27,200CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.30%11,183CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.29%5,939CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.29%5,299CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.28%11,990CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.1M0.28%6,092CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.1M0.27%11,315CommonSOLE
697900108PAASPAN AMERN SILVER CORP$1.1M0.27%20,500CommonSOLE
482480100KLACKLA CORP$1.1M0.27%875CommonSOLE
166764100CVXCHEVRON CORP NEW$1.0M0.26%6,884CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACH$1.0M0.26%3,485CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC IN$992,5980.25%1,713CommonSOLE
00724F101ADBEADOBE INC$986,9720.25%2,820CommonSOLE
002824100ABTABBOTT LABS$984,1530.25%7,855CommonSOLE
060505104BACBANK AMERICA CORP$973,5000.25%17,700CommonSOLE
011532108AGIALAMOS GOLD INC NEW$940,0350.24%24,300CommonSOLE
369604301GEGE AEROSPACE$894,8270.23%2,905CommonSOLE
235851102DHRDANAHER CORPORATION$878,5950.22%3,838CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$861,9220.22%2,936CommonSOLE
82982T106SITMSITIME CORP$856,4860.22%2,425CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$849,4780.21%1,690CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$799,8750.20%4,500CommonSOLE
949746101WMT2WELLS FARGO CO NEW$768,9000.19%8,250CommonSOLE
G0260P102ASAMER SPORTS INC$763,8070.19%20,450CommonSOLE
751212101RLRALPH LAUREN CORP$760,2620.19%2,150CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$755,0000.19%9,240CommonSOLE
375558103GILDGILEAD SCIENCES INC$742,3320.19%6,048CommonSOLE
36828A101GEVGE VERNOVA INC$741,8020.19%1,135CommonSOLE
031162100AMGNAMGEN INC$740,3750.19%2,262CommonSOLE
81762P102NOWSERVICENOW INC$733,7800.18%4,790CommonSOLE
192108504CDECOEUR MNG INC$713,2000.18%40,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$696,2550.18%4,750CommonSOLE
742718109PGPROCTER AND GAMBLE CO$695,0540.17%4,850CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$664,5630.17%47,200CommonSOLE
254687106DISDISNEY WALT CO$661,0040.17%5,810CommonSOLE
95040Q104WELLWELLTOWER INC$658,9160.17%3,550CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$641,1040.16%1,104CommonSOLE
74340W103PLDPROLOGIS INC.$620,4280.16%4,860CommonNONE
75513E101RTXRTX CORPORATION$619,8920.16%3,380CommonSOLE
450913108IAGIAMGOLD CORP$611,6910.15%37,000CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$608,9400.15%30,600CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$584,5350.15%665CommonSOLE
191216100KOCOCA COLA CO$579,9030.15%8,295CommonSOLE
72703X106PLPLANET LABS PBC$565,5890.14%28,681CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWA$552,0010.14%2,156CommonSOLE
34959E109FTNTFORTINET INC$547,1350.14%6,890CommonSOLE
871607107SNPSSYNOPSYS INC$546,7540.14%1,164CommonSOLE
097023105BABOEING CO$542,8000.14%2,500CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$539,0450.14%1,189CommonSOLE
863667101SYKSTRYKER CORPORATION$535,2890.13%1,523CommonSOLE
172967424CCITIGROUP INC$532,6900.13%4,565CommonSOLE
98419M100XYLXYLEM INC$518,5730.13%3,808CommonSOLE
644535106NGDNNEW GOLD INC CDA$510,6800.13%58,500CommonSOLE
617446448MSMORGAN STANLEY$495,3090.12%2,790CommonSOLE
65339F101NEENEXTERA ENERGY INC$485,6940.12%6,050CommonSOLE
781154109RBRKRUBRIK INC.$481,8240.12%6,300CommonSOLE
701094104PHPARKER-HANNIFIN CORP$479,0330.12%545CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH L$476,8890.12%2,570CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$475,2770.12%13,200CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$465,6640.12%540CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$461,9050.12%955CommonSOLE
717081103PFEPFIZER INC$460,1520.12%18,480CommonSOLE
126650100CVSCVS HEALTH CORP$458,0660.12%5,772CommonSOLE
773121108RKLBROCKET LAB CORP$456,9280.12%6,550CommonSOLE
G5960L103MDTMEDTRONIC PLC$454,3640.11%4,730CommonSOLE
438516106HONHONEYWELL INTL INC$450,6580.11%2,310CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERL$449,0550.11%1,281CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$446,0600.11%1,000CommonSOLE
227046109CROXCROCS INC$444,7040.11%5,200CommonSOLE
550021109LULULULULEMON ATHLETICA INC$441,5960.11%2,125CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$441,5590.11%2,515CommonNONE
40412C101HCAHCA HEALTHCARE INC$440,2490.11%943CommonSOLE
668771108GENGEN DIGITAL INC$436,3990.11%16,050CommonSOLE
038222105AMATAPPLIED MATLS INC$435,5980.11%1,695CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$429,6320.11%7,965CommonSOLE
F92124100TTETOTALENERGIES SE$424,7010.11%6,510CommonSOLE
512807306LRCXLAM RESEARCH CORP$423,6700.11%2,475CommonSOLE
437076102HDHOME DEPOT INC$419,8020.11%1,220CommonSOLE
052769106ADSKAUTODESK INC$415,8940.10%1,405CommonSOLE
20825C104COPCONOCOPHILLIPS$413,7560.10%4,420CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$401,9980.10%705CommonSOLE
23804L103DDOGDATADOG INC$398,4510.10%2,930CommonSOLE
784730103SSRMSSR MINING IN$395,3270.10%18,000CommonSOLE
443573100HUBSHUBSPOT INC$385,2480.10%960CommonSOLE
461202103INTUINTUIT$384,2040.10%580CommonSOLE
G87052109TELTE CONNECTIVITY PLC$382,2170.10%1,680CommonSOLE
747525103QCOMQUALCOMM INC$380,5860.10%2,225CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTI$379,5500.10%5,000CommonSOLE
29444U700EQIXEQUINIX INC$375,4180.09%490CommonNONE
125523100CITHE CIGNA GROUP$362,2030.09%1,316CommonSOLE
11777Q209BTGB2GOLD CORP$357,8840.09%79,340CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$347,4490.09%1,295CommonSOLE
458140100INTCINTEL CORP$343,1700.09%9,300CommonSOLE
032095101APHAMPHENOL CORP NEW$340,5530.09%2,520CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$338,7510.09%1,830CommonNONE
149123101CATCATERPILLAR INC$337,9930.09%590CommonSOLE
046353108AZNNASTRAZENECA PLC$337,5670.08%3,672CommonSOLE
03831W108APPAPPLOVIN CORP$336,9100.08%500CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$322,8250.08%3,700CommonSOLE
075887109BDXBECTON DICKINSON & CO$322,1560.08%1,660CommonSOLE
882508104TXNTEXAS INSTRS INC$319,2220.08%1,840CommonSOLE
718172109PMPHILIP MORRIS INTL INC$317,5920.08%1,980CommonSOLE
00326A104SGOLETFS GOLD TR$306,0460.08%7,450CommonNONE
46436F103IAUMISHARES GOLD TR$300,9300.08%7,000CommonNONE
30161N101EXCEXELON CORP$299,4630.08%6,870CommonSOLE
98149E303GLDMWORLD GOLD TR$298,7950.08%3,500CommonNONE
82509L107SHOPSHOPIFY INC$298,4190.08%1,850CommonSOLE
45168D104IDXXIDEXX LABS INC$290,9080.07%430CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$290,2230.07%376CommonSOLE
98389B100XELXCEL ENERGY INC$288,7930.07%3,910CommonSOLE
756109104OREALTY INCOME CORP$288,6140.07%5,120CommonNONE
58155Q103MCKMCKESSON CORP$287,9220.07%351CommonSOLE
12504L109CBRECBRE GROUP INC$284,5980.07%1,770CommonSOLE
040413205ANETARISTA NETWORKS INC$280,4040.07%2,140CommonSOLE
253868103DLRDIGITAL RLTY TR INC$276,9310.07%1,790CommonNONE
032654105ADIANALOG DEVICES INC$269,8440.07%995CommonSOLE
580135101MCDMCDONALDS CORP$268,9540.07%880CommonSOLE
152006102CGAUCENTERRA GOLD INC$259,6100.07%18,000CommonSOLE
921078101OUNZVANECK MERK GOLD ETF$257,1760.06%6,200CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$256,4890.06%5,050CommonSOLE
012653101ALBALBEMARLE CORP$251,7630.06%1,780CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$246,9670.06%1,815CommonSOLE
H2906T109GRMNGARMIN LTD$245,4490.06%1,210CommonSOLE
713448108PEPPEPSICO INC$243,9840.06%1,700CommonSOLE
G54950103LINLINDE PLC$238,7780.06%560CommonSOLE
025816109AXPAMERICAN EXPRESS CO$236,7680.06%640CommonSOLE
268150109DTDYNATRACE INC$233,1690.06%5,380CommonSOLE
136385101CNQCANADIAN NAT RES LTD$223,6180.06%6,590CommonSOLE
H42097107UBSUBS GROUP AG$221,2540.06%4,750CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$219,9420.06%5,400CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$219,8020.06%2,200CommonSOLE
204166102CVLTCOMMVAULT SYS INC$219,3800.06%1,750CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$218,2280.05%8,900CommonSOLE
78409V104SPGIS&P GLOBAL INC$214,2620.05%410CommonSOLE
46266C105IQVIQVIA HLDGS INC$211,8850.05%940CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$210,7550.05%530CommonSOLE
22822V101CCICROWN CASTLE INC$209,7330.05%2,360CommonNONE
26152H301DRDDRDGOLD LIMITED$206,2170.05%6,650CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$205,0050.05%790CommonNONE
98978V103ZTSZOETIS INC$204,3320.05%1,624CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$203,5030.05%38CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$201,7380.05%395CommonSOLE
09290D101BLKBLACKROCK INC$201,2240.05%188CommonSOLE
92276F100VTRVENTAS INC$199,6400.05%2,580CommonNONE
14040H105COFCAPITAL ONE FINL CORP$197,2810.05%814CommonSOLE
00206R102TAT&T INC$196,2360.05%7,900CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$195,4780.05%2,293CommonSOLE
761152107RMDRESMED INC$194,8640.05%809CommonSOLE
26875P101EOGEOG RES INC$193,2180.05%1,840CommonSOLE
65290E101NXTNEXTPOWER INC$191,6420.05%2,200CommonSOLE
69370C100PTCPTC INC$191,6310.05%1,100CommonSOLE
95082P105WCCWESCO INTL INC$188,3730.05%770CommonSOLE
04040Y109ARISARIS MNG CORP$180,3480.05%11,100CommonSOLE
548661107LOWLOWES COS INC$178,4580.04%740CommonSOLE
69331C108PCGPG&E CORP$178,3770.04%11,100CommonSOLE
780087102RYROYAL BK CDA$176,5960.04%1,034CommonSOLE
281020107EIXEDISON INTL$173,4580.04%2,890CommonSOLE
922475108VEEVVEEVA SYS INC$173,2260.04%776CommonSOLE
907818108UNPUNION PAC CORP$172,3330.04%745CommonSOLE
632307104NTRANATERA INC$171,8170.04%750CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$170,9250.04%3,844CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$168,7930.04%540CommonSOLE
22052L104CTVACORTEVA INC$167,7760.04%2,503CommonSOLE
G29183103ETNEATON CORP PLC$167,2180.04%525CommonSOLE
743315103PGRPROGRESSIVE CORP$165,0970.04%725CommonSOLE
925652109VICIVICI PPTYS INC$161,6900.04%5,750CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$156,2640.04%1,200CommonNONE
22160N109CSGPCOSTAR GROUP INC$154,6520.04%2,300CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$150,1400.04%425CommonSOLE
833445109SNOWSNOWFLAKE INC$148,0680.04%675CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$146,1660.04%1,720CommonSOLE
09260D107BXBLACKSTONE INC$144,8920.04%940CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$142,3280.04%785CommonNONE
958102105WDCWESTERN DIGITAL CORP$141,2610.04%820CommonSOLE
219350105GLWCORNING INC$140,0960.04%1,600CommonSOLE
883203101TXTTEXTRON INC$135,9850.03%1,560CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LT$135,1080.03%4,329CommonSOLE
872590104TMUST-MOBILE US INC$135,0220.03%665CommonSOLE
244199105DEDEERE & CO$135,0150.03%290CommonSOLE
922280102VRNSVARONIS SYS INC$134,8080.03%4,110CommonSOLE
20030N101CMCSACOMCAST CORP NEW$134,5050.03%4,500CommonSOLE
29476L107EQREQUITY RESIDENTIAL$134,2750.03%2,130CommonNONE
H1467J104CBCHUBB LIMITED$134,2120.03%430CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING I$133,7600.03%520CommonSOLE
351858105FNVFRANCO NEV CORP$132,9040.03%640CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$132,2450.03%345CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$131,7330.03%1,465CommonSOLE
46284V101IRMIRON MTN INC DEL$131,0610.03%1,580CommonNONE
891160509TDTORONTO DOMINION BK ONT$129,8270.03%1,375CommonSOLE
26884L109EQTEQT CORP$125,9600.03%2,350CommonSOLE
12572Q105CMECME GROUP INC$123,1590.03%451CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE I$123,0900.03%760CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$122,5980.03%315CommonSOLE
02209S103MOALTRIA GROUP INC$122,2390.03%2,120CommonSOLE
670346105NUENUCOR CORP$118,5810.03%727CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS P$118,4180.03%430CommonSOLE
D18190898DBDEUTSCHE BANK A G$116,5700.03%3,000CommonSOLE
25809K105DASHDOORDASH INC$115,5050.03%510CommonSOLE
422806208HEI/AHEICO CORP NEW$113,5940.03%450CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$113,1670.03%610CommonSOLE
45337C102INCYINCYTE CORP$112,9930.03%1,144CommonSOLE
842587107SOSOUTHERN CO$110,7440.03%1,270CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$110,2860.03%950CommonSOLE
452327109ILMNILLUMINA INC$109,5190.03%835CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LT$109,3530.03%2,400CommonSOLE
615369105MCOMOODYS CORP$107,2790.03%210CommonSOLE
88579Y101MMM3M CO$107,2670.03%670CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$106,9310.03%1,860CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$106,7340.03%710CommonSOLE
855244109SBUXSTARBUCKS CORP$104,3360.03%1,239CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$104,1500.03%1,050CommonSOLE
354921108EZBCFRANKLIN TEMPLETON DIGITAL$103,7300.03%2,050CommonNONE
74758T303QLYSQUALYS INC$103,6620.03%780CommonSOLE
896239100TRMBTRIMBLE INC$103,4220.03%1,320CommonSOLE
94106L109WMWASTE MGMT INC DEL$103,2640.03%470CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$103,1450.03%880CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$102,6110.03%1,125CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$102,5180.03%530CommonNONE
674599105OXYOCCIDENTAL PETE CORP$102,3890.03%2,490CommonSOLE
G25508105CRHCRH PLC$102,3360.03%820CommonSOLE
770700102HOODROBINHOOD MKTS INC$101,7900.03%900CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$101,7870.03%850CommonSOLE
37045V100GMGENERAL MTRS CO$101,6500.03%1,250CommonSOLE
040919102ARKBARK 21SHARES BITCOIN ETF$101,6400.03%3,500CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$101,6320.03%920CommonSOLE
008073108AVAVAEROVIRONMENT INC$101,5940.03%420CommonSOLE
902973304USBUS BANCORP DEL$101,3840.03%1,900CommonSOLE
893641100TDGTRANSDIGM GROUP INC$101,0690.03%76CommonSOLE
369550108GDGENERAL DYNAMICS CORP$100,9980.03%300CommonSOLE
98138H101WDAYWORKDAY INC$100,9470.03%470CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$100,7900.03%2,030CommonNONE
58733R102MELIMERCADOLIBRE INC$100,7130.03%50CommonSOLE
G0403H108AONAON PLC$100,5710.03%285CommonSOLE
67077M108NTRNUTRIEN LTD$100,1760.03%1,620CommonSOLE
291011104EMREMERSON ELEC CO$99,5400.03%750CommonSOLE
46091J101BTCOINVESCO GALAXY BITCOIN ETF$99,3740.03%1,140CommonNONE
97720F101BTCWWISDOMTREE BITCOIN FD$99,1680.02%1,070CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOI$98,3370.02%1,290CommonNONE
858119100STLDSTEEL DYNAMICS INC$98,2810.02%580CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$98,1810.02%303CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$97,6770.02%450CommonSOLE
278865100ECLECOLAB INC$97,1320.02%370CommonSOLE
92552V100VSATVIASAT INC$96,4880.02%2,800CommonSOLE
504922105LHLABCORP HOLDINGS INC$96,3380.02%384CommonSOLE
969457100WMBWILLIAMS COS INC$96,1760.02%1,600CommonSOLE
81730H109SSENTINELONE INC$96,0000.02%6,400CommonSOLE
18467V109YOUCLEAR SECURE INC$92,9620.02%2,650CommonSOLE
58039P305MUXMCEWEN INC.$92,5500.02%5,000CommonSOLE
92936U109WPCWP CAREY INC$91,3910.02%1,420CommonNONE
452308109ITWILLINOIS TOOL WKS INC$91,1310.02%370CommonSOLE
297178105ESSESSEX PPTY TR INC$90,2800.02%345CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$89,0470.02%310CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTI$88,8100.02%1,070CommonSOLE
74762E102QUREQUANTA SVCS INC$88,6330.02%210CommonSOLE
92189K105HODLVANECK BITCOIN ETF$88,5330.02%3,580CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$88,3330.02%3,065CommonSOLE
443201108HWMHOWMET AEROSPACE INC$88,1590.02%430CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$87,5130.02%630CommonNONE
172908105CTASCINTAS CORP$87,4530.02%465CommonSOLE
609207105MDLZMONDELEZ INTL INC$87,2050.02%1,620CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$87,1840.02%790CommonSOLE
171779309CIENCIENA CORP$86,5320.02%370CommonSOLE
693718108PCARPACCAR INC$86,5130.02%790CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$86,4650.02%310CommonSOLE
60937P106MDBMONGODB INC$86,0360.02%205CommonSOLE
093712107BEBLOOM ENERGY CORP$86,0210.02%990CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$85,5790.02%410CommonSOLE
806857108SLBSLB LIMITED$85,4340.02%2,226CommonSOLE
48251W104KKRKKR & CO INC$85,4120.02%670CommonSOLE
878742204TECKTECK RESOURCES LTD$85,3720.02%1,780CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$85,3290.02%740CommonSOLE
88025T102TENBTENABLE HLDGS INC$84,7080.02%3,600CommonSOLE
303250104FICOFAIR ISAAC CORP$84,5310.02%50CommonSOLE
30034W106EVRGEVERGY INC$83,3630.02%1,150CommonSOLE
594972408MSTRSTRATEGY INC$82,8130.02%545CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$82,3490.02%185CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$81,8220.02%650CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$81,7320.02%1,400CommonSOLE
231021106CMICUMMINS INC$81,6720.02%160CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$81,6000.02%480CommonSOLE
718546104PSXPHILLIPS 66$81,2950.02%630CommonSOLE
46187W107INVHINVITATION HOMES INC$81,1470.02%2,920CommonNONE
92537N108VRTVERTIV HOLDINGS CO$81,0050.02%500CommonSOLE
436440101HO1HOLOGIC INC$80,6730.02%1,083CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$80,5860.02%2,200CommonSOLE
98954M200ZZILLOW GROUP INC$79,8170.02%1,170CommonSOLE
063671101BMOBANK MONTREAL QUE$79,4940.02%611CommonSOLE
N3167Y103RACEFERRARI N V$79,4550.02%215CommonSOLE
91913Y100VLOVALERO ENERGY CORP$79,4420.02%488CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$79,2440.02%390CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF C$78,7420.02%867CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$78,1700.02%540CommonSOLE
29250N105ENBENBRIDGE INC$78,1420.02%1,630CommonSOLE
422806109HEIHEICO CORP NEW$77,6620.02%240CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$75,4160.02%260CommonSOLE
126408103CSXCSX CORP$75,4000.02%2,080CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$75,0670.02%260CommonSOLE
571903202MARMARRIOTT INTL INC NEW$74,4580.02%240CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$74,3220.02%82CommonSOLE
15101Q207CLSCELESTICA INC$74,0860.02%250CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$73,6030.02%960CommonSOLE
15135U109CVECENOVUS ENERGY INC$73,2840.02%4,324CommonSOLE
866674104SUISUN CMNTYS INC$73,1070.02%590CommonNONE
615394202MOG/AMOOG INC$73,0650.02%300CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$72,8900.02%1,970CommonSOLE
911363109URIUNITED RENTALS INC$72,8390.02%90CommonSOLE
31428X106FDXFEDEX CORP$72,2150.02%250CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$71,9250.02%350CommonSOLE
018802108LNTALLIANT ENERGY CORP$71,5110.02%1,100CommonSOLE
89832Q109TFCTRUIST FINL CORP$71,3550.02%1,450CommonSOLE
053332102AZOAUTOZONE INC$71,2210.02%21CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$71,0700.02%3,000CommonNONE
03073E105CORCENCORA INC$70,9270.02%210CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORAT$70,6560.02%246CommonSOLE
146869102CVNACARVANA CO$69,6330.02%165CommonSOLE
75524B104RBCRBC BEARINGS INC$69,5070.02%155CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$68,7470.02%870CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$68,5790.02%265CommonSOLE
778296103ROSTROSS STORES INC$68,4530.02%380CommonSOLE
001055102AFLAFLAC INC$68,3670.02%620CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$67,1640.02%909CommonSOLE
009158106APDAIR PRODS & CHEMS INC$66,6950.02%270CommonSOLE
980745103WWDWOODWARD INC$66,5100.02%220CommonSOLE
29275Y102ENSENERSYS$66,0380.02%450CommonSOLE
453038408IMOIMPERIAL OIL LTD$65,7790.02%760CommonSOLE
29364G103ETRENTERGY CORP NEW$64,7010.02%700CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$64,6010.02%2,350CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$64,1970.02%165CommonSOLE
880770102TERTERADYNE INC$63,8750.02%330CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63,7200.02%1,000CommonSOLE
55354G100MSCIMSCI INC$63,1100.02%110CommonSOLE
64115T104NTCTNETSCOUT SYS INC$62,2380.02%2,300CommonSOLE
03076C106AMPAMERIPRISE FINL INC$61,2930.02%125CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$61,1030.02%750CommonSOLE
009066101ABNBAIRBNB INC$61,0740.02%450CommonSOLE
56585A102MPCMARATHON PETE CORP$60,9860.02%375CommonSOLE
N3168P101FERFERROVIAL SE$60,9830.02%939CommonSOLE
25746U109DDOMINION ENERGY INC$60,9340.02%1,040CommonSOLE
49446R109KIMKIMCO RLTY CORP$60,8100.02%3,000CommonNONE
031100100AMEAMETEK INC$60,5660.02%295CommonSOLE
92840M102VSTVISTRA CORP$60,4990.02%375CommonSOLE
N00985106AERAERCAP HOLDINGS NV$60,3790.02%420CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$60,1100.02%270CommonSOLE
816851109SRESEMPRA$60,0370.02%680CommonSOLE
H01301128ALCALCON AG$59,8130.02%750CommonSOLE
020002101ALLALLSTATE CORP$59,3230.01%285CommonSOLE
466313103JBLJABIL INC$59,2850.01%260CommonSOLE
311900104FASTFASTENAL CO$58,9910.01%1,470CommonSOLE
64110D104NTAPNETAPP INC$58,9000.01%550CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$58,8490.01%2,450CommonSOLE
682680103OKEONEOK INC NEW$58,8000.01%800CommonSOLE
05352A100AVTRAVANTOR INC$57,7580.01%5,040CommonSOLE
744320102PRUPRUDENTIAL FINL INC$57,5690.01%510CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES$57,4140.01%700CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$57,3800.01%1,260CommonSOLE
125269100CFCF INDS HLDGS INC$57,2320.01%740CommonSOLE
56501R106MFCMANULIFE FINL CORP$57,1500.01%1,571CommonSOLE
902653104UDRUDR INC$56,8540.01%1,550CommonNONE
174610105CFGCITIZENS FINL GROUP INC$56,0740.01%960CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$55,4560.01%391CommonSOLE
87612G101TRGPTARGA RES CORP$55,3500.01%300CommonSOLE
86771W105RUNSUNRUN INC$55,2000.01%3,000CommonSOLE
11271J107BNBROOKFIELD CORP$55,1980.01%1,200CommonSOLE
049468101TEAMATLASSIAN CORPORATION$55,1280.01%340CommonSOLE
760759100RSGREPUBLIC SVCS INC$55,1020.01%260CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CIT$54,5800.01%740CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC$54,3900.01%3,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$54,1570.01%620CommonSOLE
629377508NRGNRG ENERGY INC$54,1420.01%340CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$53,8970.01%630CommonSOLE
345370860FFORD MTR CO$53,7920.01%4,100CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$53,6440.01%360CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$53,5660.01%118CommonSOLE
771049103RBLXROBLOX CORP$53,4800.01%660CommonSOLE
501044101KRKROGER CO$53,1080.01%850CommonSOLE
929160109VMCVULCAN MATLS CO$52,7660.01%185CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$52,7100.01%300CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP I$52,4130.01%815CommonSOLE
852234103XYZBLOCK INC$52,0720.01%800CommonSOLE
681919106OMCOMNICOM GROUP INC$51,6800.01%640CommonSOLE
651587107NEUNEWMARKET CORP$51,5440.01%75CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP I$51,3920.01%640CommonSOLE
929740108WABWABTEC$51,2280.01%240CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$50,8810.01%225CommonSOLE
172062101CINFCINCINNATI FINL CORP$50,6290.01%310CommonSOLE
75734B100RDDTREDDIT INC$50,5710.01%220CommonSOLE
384802104GWWWW GRAINGER INC$50,4520.01%50CommonSOLE
74624M102PPURE STORAGE INC$50,2570.01%750CommonSOLE
29084Q100EMEEMCOR GROUP INC$50,1670.01%82CommonSOLE
285512109EAELECTRONIC ARTS INC$50,0610.01%245CommonSOLE
45687V106IRINGERSOLL RAND INC$49,9090.01%630CommonSOLE
90138F102TWLOTWILIO INC$49,7840.01%350CommonSOLE
16411R208LNGCHENIERE ENERGY INC$49,5690.01%255CommonSOLE
136375102CNICANADIAN NATL RY CO$49,5420.01%500CommonSOLE
570535104MKLMARKEL GROUP INC$49,4420.01%23CommonSOLE
40434L105HPQHP INC$49,0160.01%2,200CommonSOLE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLD$48,9230.01%340CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$48,9190.01%510CommonSOLE
260003108DOVDOVER CORP$48,8100.01%250CommonSOLE
457669307INSMINSMED INC$48,7310.01%280CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$48,7080.01%270CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$48,3890.01%580CommonSOLE
55261F104MTBM & T BK CORP$48,3550.01%240CommonSOLE
071813109BAXBAXTER INTL INC$48,3100.01%2,528CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP IN$48,2300.01%350CommonSOLE
023608102AEEAMEREN CORP$47,9330.01%480CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$47,9250.01%1,250CommonSOLE
857477103STTSTATE STR CORP$47,7340.01%370CommonSOLE
59156R108METMETLIFE INC$47,3640.01%600CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$47,1240.01%1,800CommonSOLE
68236H204ONDSONDAS HLDGS INC$46,8480.01%4,800CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$46,7000.01%75CommonSOLE
199908104FIXCOMFORT SYS USA INC$46,6650.01%50CommonSOLE
92939U106WECWEC ENERGY GROUP INC$46,4020.01%440CommonSOLE
337738108FISVFISERV INC$46,3470.01%690CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS$46,2460.01%270CommonSOLE
127097103CTRACOTERRA ENERGY INC$46,0600.01%1,750CommonSOLE
988498101YUMYUM BRANDS INC$45,9890.01%304CommonSOLE
143658300CCL1EURCARNIVAL CORP$45,8100.01%1,500CommonSOLE
233331107DTEDTE ENERGY CO$45,7880.01%355CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT I$45,6000.01%320CommonSOLE
69351T106PPLPPL CORP$45,5260.01%1,300CommonSOLE
366651107ITGARTNER INC$45,4100.01%180CommonSOLE
049560105ATOATMOS ENERGY CORP$45,2600.01%270CommonSOLE
278642103EBAYEBAY INC.$45,1180.01%518CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$44,6580.01%600CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONA$44,6140.01%32CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LT$44,3610.01%135CommonSOLE
87612E106TGTTARGET CORP$43,9870.01%450CommonSOLE
217204106CPRTCOPART INC$43,8480.01%1,120CommonSOLE
704326107PAYXPAYCHEX INC$43,7500.01%390CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$43,7100.01%500CommonSOLE
631103108NDAQNASDAQ INC$43,7080.01%450CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$43,6400.01%270CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$43,4160.01%1,550CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$43,3590.01%270CommonSOLE
23331A109DHID R HORTON INC$43,2090.01%300CommonSOLE
G8473T100STESTERIS PLC$43,0980.01%170CommonSOLE
50212V100LPLALPL FINL HLDGS INC$42,8600.01%120CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$42,4960.01%150CommonSOLE
224441105CXTCRANE NXT CO$42,3630.01%900CommonSOLE
084423102WRBBERKLEY W R CORP$42,0720.01%600CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$41,8670.01%425CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$41,8210.01%690CommonNONE
758849103REGREGENCY CTRS CORP$41,4180.01%600CommonNONE
87305R109TTMITTM TECHNOLOGIES INC$41,4000.01%600CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$41,1800.01%1,910CommonSOLE
M81873107RDWRRADWARE LTD$40,9530.01%1,700CommonSOLE
370334104GISGENERAL MLS INC$40,9200.01%880CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$40,7730.01%2,350CommonSOLE
316773100FITBFIFTH THIRD BANCORP$40,7250.01%870CommonSOLE
12532H104GIBCGI INC$40,7160.01%440CommonSOLE
002121101ATENA10 NETWORKS INC$40,6870.01%2,300CommonSOLE
256746108DLTRDOLLAR TREE INC$40,5930.01%330CommonSOLE
74736K101QRVOQORVO INC$40,5650.01%480CommonSOLE
30040W108ESEVERSOURCE ENERGY$40,3980.01%600CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$40,2210.01%900CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTN$39,9080.01%440CommonSOLE

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.