MondegarAI
Frec Markets, Inc.

Q1 2026 · 13F-HR

Frec Markets, Inc.holdings as filed

Filed 2026-05-14 · accession 0002111359-26-000005

$587.2M
Reported value
644
Positions
2026-03-31
Period end
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The Brief · Frec Markets, Inc. · Q1 2026

AI · grounded in 13F

Frec Markets, Inc. closed its position in AZNN for a reduction of $745,578. The fund also exited its position in FICO, resulting in a $395,742 decrease. On the buy side, the fund increased its holdings in WMT by 78.5% and GOOGL by 75.6%. Overall, the fund added 626 positions and reduced 31, bringing its total AUM to $587.2M.

Holdings as filed

First 500 of 644

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$40.9M6.96%234,461CommonSOLE
037833100AAPLAPPLE INC$38.7M6.59%152,494CommonSOLE
594918104MSFTMICROSOFT CORP$23.3M3.96%62,809CommonSOLE
023135106AMZNAMAZON COM INC$14.1M2.40%67,748CommonSOLE
11135F101AVGOBROADCOM INC$13.9M2.37%45,035CommonSOLE
02079K305GOOGLALPHABET INC$13.7M2.33%47,624CommonSOLE
02079K107GOOGALPHABET INC$10.6M1.80%36,888CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$9.0M1.54%26,720CommonSOLE
88160R101TSLATESLA INC$7.2M1.22%19,270CommonSOLE
30303M102METAMETA PLATFORMS INC$7.1M1.21%12,442CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$6.6M1.12%22,304CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.7M0.97%16,893CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.4M0.91%11,178CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.3M0.90%31,010CommonSOLE
931142103WMTWALMART INC$5.2M0.89%42,233CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.9M0.84%20,178CommonSOLE
532457108LLYELI LILLY & CO$4.4M0.75%4,788CommonSOLE
512807306LRCXLAM RESEARCH CORP$4.0M0.68%18,824CommonSOLE
038222105AMATAPPLIED MATLS INC$3.7M0.62%10,681CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.5M0.60%24,128CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.4M0.59%16,910CommonSOLE
58933Y105MRKMERCK & CO INC$3.2M0.55%26,811CommonSOLE
92826C839VVISA INC$3.0M0.51%9,974CommonSOLE
191216100KOCOCA COLA CO$2.9M0.49%37,879CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.9M0.49%2,881CommonSOLE
64110L106NFLXNETFLIX INC.$2.8M0.47%28,829CommonSOLE
032095101APHAMPHENOL CORP$2.8M0.47%21,931CommonSOLE
17275R102CSCOCISCO SYS INC$2.7M0.46%35,013CommonSOLE
166764100CVXCHEVRON CORPORATION$2.7M0.46%12,962CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.7M0.45%5,320CommonSOLE
742718109PGPROCTER & GAMBLE CO$2.6M0.45%18,283CommonSOLE
872540109TJXTJX COS INC NEW$2.5M0.42%15,608CommonSOLE
713448108PEPPEPSICO INC$2.5M0.42%16,042CommonSOLE
68389X105ORCLORACLE CORP$2.5M0.42%16,674CommonSOLE
00287Y109ABBVABBVIE INC$2.4M0.41%10,974CommonSOLE
H1467J104CBCHUBB LTD SWITZ$2.4M0.40%7,229CommonSOLE
060505104BACBANK AMERICA CORP$2.3M0.39%47,255CommonSOLE
458140100INTCINTEL CORP$2.3M0.39%52,017CommonSOLE
172967424CCITIGROUP INC$2.2M0.38%19,532CommonSOLE
369604301GEGE AEROSPACE$2.2M0.37%7,675CommonSOLE
N07059210ASMLASML HLDG NV$2.2M0.37%1,631CommonSOLE
852234103XYZBLOCK INC$2.1M0.36%34,793CommonSOLE
482480100KLACKLA CORP$2.1M0.35%1,402CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.0M0.34%7,475CommonSOLE
032654105ADIANALOG DEVICES INC$2.0M0.34%6,355CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$2.0M0.34%2,343CommonSOLE
75513E101RTXRTX CORPORATION$1.9M0.33%9,938CommonSOLE
149123101CATCATERPILLAR INC$1.9M0.32%2,680CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.9M0.32%11,360CommonSOLE
882508104TXNTEXAS INSTRS INC$1.8M0.32%9,529CommonSOLE
617446448MSMORGAN STANLEY$1.8M0.31%11,194CommonSOLE
36828A101GEVGE VERNOVA INC$1.8M0.30%2,011CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M0.28%3,628CommonSOLE
79466L302CRMSALESFORCE INC$1.6M0.28%8,829CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.28%6,724CommonSOLE
G54950103LINLINDE PLC$1.6M0.28%3,270CommonSOLE
437076102HDHOME DEPOT INC$1.6M0.27%4,884CommonSOLE
717081103PFEPFIZER INC$1.6M0.27%56,187CommonSOLE
00206R102TAT&T INC$1.6M0.27%54,203CommonSOLE
219350105GLWCORNING INC$1.6M0.27%11,532CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.6M0.27%31,200CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.26%25,148CommonSOLE
747525103QCOMQUALCOMM INC$1.5M0.26%11,821CommonSOLE
651639106NEMNEWMONT CORP$1.5M0.25%13,779CommonSOLE
949746101WMT2WELLS FARGO & CO$1.5M0.25%18,218CommonSOLE
81762P102NOWSERVICENOW INC$1.5M0.25%13,871CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.4M0.24%10,833CommonSOLE
580135101MCDMCDONALDS CORP$1.4M0.24%4,554CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.4M0.24%11,275CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.23%4,995CommonSOLE
31428X106FDXFEDEX CORP$1.3M0.23%3,731CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.23%2,198CommonSOLE
040413205ANETARISTA NETWORKS INC$1.3M0.22%10,545CommonSOLE
37045V100GMGENERAL MTRS CO$1.3M0.22%17,050CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.3M0.22%9,108CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.2M0.21%12,571CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.2M0.21%13,323CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$1.2M0.21%21,045CommonSOLE
G87110105FTITECHNIPFMC PLC$1.2M0.21%17,782CommonSOLE
461202103INTUINTUIT$1.2M0.21%2,831CommonSOLE
842587107SOSOUTHERN CO$1.2M0.20%12,415CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.20%2,382CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.20%16,227CommonSOLE
031162100AMGNAMGEN INC$1.2M0.20%3,285CommonSOLE
25809K105DASHDOORDASH INC$1.1M0.19%7,558CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$1.1M0.19%4,083CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.19%9,914CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.1M0.19%5,356CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.1M0.19%9,350CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.19%8,361CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.19%3,609CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.18%9,376CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.18%8,036CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.1M0.18%968CommonSOLE
281020107EIXEDISON INTL$1.1M0.18%14,453CommonSOLE
704326107PAYXPAYCHEX INC$1.1M0.18%11,430CommonSOLE
G29183103ETNEATON CORP PLC$1.0M0.18%2,915CommonSOLE
199908104FIXCOMFORT SYS USA INC$1.0M0.18%756CommonSOLE
G0593M107AZNASTRAZENECA PLC$1.0M0.18%5,261CommonSOLE
743315103PGRPROGRESSIVE CORP$1.0M0.17%5,178CommonSOLE
171779309CIENCIENA CORP$1.0M0.17%2,613CommonSOLE
404280406HSBCHSBC HLDGS PLC$1.0M0.17%12,190CommonSOLE
778296103ROSTROSS STORES INC$1.0M0.17%4,617CommonSOLE
34959E109FTNTFORTINET INC$997,2290.17%12,203CommonSOLE
95040Q104WELLWELLTOWER INC$991,1200.17%5,013CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$990,8310.17%10,543CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$987,1340.17%11,582CommonSOLE
718546104PSXPHILLIPS 66$981,0390.17%5,385CommonSOLE
02209S103MOALTRIA GROUP INC$965,6980.16%14,634CommonSOLE
254687106DISDISNEY WALT CO$962,8360.16%9,990CommonSOLE
66987V109NVSNOVARTIS AG$956,5210.16%6,262CommonSOLE
902973304USBUS BANCORP$941,6930.16%18,106CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$940,2440.16%5,154CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$938,0030.16%5,715CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$927,2960.16%2,367CommonSOLE
260003108DOVDOVER CORP$926,1430.16%4,443CommonSOLE
002824100ABTABBOTT LABORATORIES$914,6870.16%8,909CommonSOLE
548661107LOWLOWES COS INC$912,2770.16%3,861CommonSOLE
872590104TMUST-MOBILE US INC$907,5400.15%4,321CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$907,4110.15%5,660CommonSOLE
099724106BWABORGWARNER INC$898,6540.15%16,562CommonSOLE
20030N101CMCSACOMCAST CORP NEW$898,5370.15%31,297CommonSOLE
26875P101EOGEOG RES INC$886,6480.15%6,133CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$871,7860.15%2,233CommonSOLE
69331C108PCGPG&E CORP$867,2380.15%49,359CommonSOLE
369550108GDGENERAL DYNAMICS CORP$865,6010.15%2,522CommonSOLE
780259305SHELSHELL PLC$861,1800.15%9,260CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$860,7790.15%3,307CommonSOLE
438516106HONHONEYWELL INTL INC$856,2020.15%3,788CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$855,2280.15%4,036CommonSOLE
231021106CMICUMMINS INC$854,3760.15%1,588CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$853,0020.15%4,573CommonSOLE
87612E106TGTTARGET CORP$843,3100.14%6,958CommonSOLE
94106L109WMWASTE MGMT INC DEL$842,8700.14%3,668CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$833,6110.14%4,204CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$830,1680.14%2,940CommonSOLE
540424108LLOEWS CORP$829,7970.14%7,774CommonSOLE
35137L204FOXFOX CORP$828,5190.14%15,603CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$827,1150.14%6,310CommonSOLE
443201108HWMHOWMET AEROSPACE INC$819,5160.14%3,556CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$815,9450.14%12,553CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$811,9070.14%3,996CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$809,7270.14%1,048CommonSOLE
907818108UNPUNION PAC CORP$798,9480.14%3,293CommonSOLE
756109104OREALTY INCOME CORP$793,6880.14%12,973CommonSOLE
29364G103ETRENTERGY CORP NEW$791,5760.13%7,045CommonSOLE
892331307TMTOYOTA MOTOR CORP$780,2570.13%3,786CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$779,8990.13%15,182CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$778,4380.13%10,743CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$766,8750.13%16,955CommonSOLE
80004C200SNDKSANDISK CORP$763,0430.13%1,201CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$762,7430.13%2,615CommonSOLE
126650100CVSCVS HEALTH CORP$749,3700.13%10,434CommonSOLE
12572Q105CMECME GROUP INC$749,3030.13%2,537CommonSOLE
031100100AMEAMETEK INC$745,5440.13%3,478CommonSOLE
097023105BABOEING CO$744,1730.13%3,739CommonSOLE
30161N101EXCEXELON CORP$741,8690.13%15,134CommonSOLE
92276F100VTRVENTAS INC$740,5180.13%9,055CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$738,0340.13%5,636CommonSOLE
969457100WMBWILLIAMS COS INC$737,9890.13%10,140CommonSOLE
89832Q109TFCTRUIST FINL CORP$734,0490.12%15,968CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$730,4000.12%2,402CommonSOLE
126408103CSXCSX CORP$729,5820.12%17,773CommonSOLE
001055102AFLAFLAC INC$725,8410.12%6,616CommonSOLE
880770102TERTERADYNE INC$724,8450.12%2,445CommonSOLE
56585A102MPCMARATHON PETE CORP$722,0400.12%2,957CommonSOLE
59156R108METMETLIFE INC$721,7680.12%10,206CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$720,2560.12%15,354CommonSOLE
380237107GDDYGODADDY INC$710,1350.12%8,590CommonSOLE
929740108WABWABTEC$698,9980.12%2,797CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$697,9310.12%11,638CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$696,2810.12%76,263CommonSOLE
00724F101ADBEADOBE INC$693,2640.12%2,852CommonSOLE
30034W106EVRGEVERGY INC$690,9950.12%8,435CommonSOLE
244199105DEDEERE & CO$689,4790.12%1,224CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$685,4390.12%1,535CommonSOLE
009066101ABNBAIRBNB INC$682,5430.12%5,405CommonSOLE
816851109SRESEMPRA$679,1210.12%6,989CommonSOLE
09290D101BLKBLACKROCK INC$678,0060.12%705CommonSOLE
855244109SBUXSTARBUCKS CORP$673,7170.11%7,520CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$666,8450.11%34,804CommonSOLE
58155Q103MCKMCKESSON CORP$662,8660.11%766CommonSOLE
406216101HALHALLIBURTON CO$661,9330.11%16,977CommonSOLE
701094104PHPARKER-HANNIFIN CORP$661,5820.11%739CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$659,9280.11%5,746CommonSOLE
863667101SYKSTRYKER CORPORATION$657,1800.11%2,000CommonSOLE
65249B109NWSANEWS CORP NEW$655,9580.11%26,312CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$654,3700.11%10,128CommonSOLE
74762E102QUREQUANTA SVCS INC$646,7460.11%1,178CommonSOLE
05964H105SANBANCO SANTANDER SA$645,2160.11%57,200CommonSOLE
606822104MUFGMITSUBISHI UFJ FINANCIAL GRO$643,2310.11%37,904CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$639,2300.11%2,551CommonSOLE
91913Y100VLOVALERO ENERGY CORP$638,9490.11%2,586CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$637,6660.11%10,162CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$636,7790.11%1,528CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$636,1960.11%12,643CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$630,3680.11%3,859CommonSOLE
370334104GISGENERAL MILLS INC$626,7100.11%16,838CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$624,5210.11%1,316CommonSOLE
020002101ALLALLSTATE CORP$624,5080.11%3,012CommonSOLE
501044101KRKROGER CO$619,4020.11%8,560CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$618,6950.11%6,866CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$617,1320.11%1,744CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$608,4800.10%6,185CommonSOLE
366651107ITGARTNER INC$605,0170.10%3,821CommonSOLE
G5960L103MDTMEDTRONIC PLC$604,7300.10%6,979CommonSOLE
760759100RSGREPUBLIC SVCS INC$603,6190.10%2,756CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$602,0040.10%2,893CommonSOLE
571903202MARMARRIOTT INTL INC NEW$599,1920.10%1,832CommonSOLE
052769106ADSKAUTODESK INC$598,5000.10%2,500CommonSOLE
03743Q108APAAPA CORPORATION$596,7910.10%14,062CommonSOLE
45337C102INCYINCYTE CORP$596,1560.10%6,334CommonSOLE
962166104WYWEYERHAEUSER CO$595,4320.10%24,373CommonSOLE
78409V104SPGIS&P GLOBAL INC$594,6250.10%1,398CommonSOLE
69047Q102OVVOVINTIV INC$592,3530.10%9,979CommonSOLE
311900104FASTFASTENAL CO$587,6560.10%12,665CommonSOLE
15135B101CNCCENTENE CORP DEL$575,9290.10%17,591CommonSOLE
22052L104CTVACORTEVA INC$575,2550.10%6,872CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$571,2120.10%4,224CommonSOLE
682189105ONON SEMICONDUCTOR CORP$571,0260.10%9,222CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES NV$568,0290.10%7,051CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$567,9630.10%23,804CommonSOLE
18915M107NETCLOUDFLARE INC$564,9590.10%2,738CommonSOLE
576323109MTZMASTEC INC$564,3320.10%1,754CommonSOLE
49446R109KIMKIMCO REALTY CORP$562,0200.10%25,012CommonSOLE
29444U700EQIXEQUINIX INC$555,7960.09%567CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$553,9160.09%16,520CommonSOLE
260557103DOWDOW HLDGS INC$552,2790.09%13,260CommonSOLE
337932107FEFIRSTENERGY CORP$551,9910.09%10,896CommonSOLE
48251W104KKRKKR & CO INC$551,2080.09%5,959CommonSOLE
857477103STTSTATE STR CORP$550,6630.09%4,351CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$546,1920.09%4,792CommonSOLE
40412C101HCAHCA HEALTHCARE INC$541,3870.09%1,144CommonSOLE
F92124100TTETOTALENERGIES SE$539,0570.09%5,925CommonSOLE
871607107SNPSSYNOPSYS INC$538,4200.09%1,358CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$538,3680.09%44,530CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$537,3950.09%2,717CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$533,4170.09%5,716CommonSOLE
883203101TXTTEXTRON INC$522,8210.09%5,971CommonSOLE
758849103REGREGENCY CTRS CORP$520,8430.09%6,884CommonSOLE
247361702DALDELTA AIR LINES INC$520,6710.09%7,832CommonSOLE
088606108BHPBHP BILLITON LIMITED$518,2000.09%7,124CommonSOLE
896239100TRMBTRIMBLE INC$517,2740.09%7,930CommonSOLE
665859104NTRSNORTHERN TR CORP$516,4090.09%3,700CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$514,6880.09%1,186CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$514,5900.09%19,701CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$505,6050.09%6,719CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$503,9190.09%1,460CommonSOLE
03831W108APPAPPLOVIN CORP$502,6740.09%1,263CommonSOLE
806857108SLBSLB LIMITED$502,5940.09%9,780CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$501,2960.09%21,054CommonSOLE
235851102DHRDANAHER CORP DEL$500,3540.09%2,639CommonSOLE
64110D104NTAPNETAPP INC$499,6630.09%4,880CommonSOLE
37733W204GSKGSK PLC$499,4140.09%9,049CommonSOLE
759351604RGAREINSURANCE GROUP AMER INC$497,7420.08%2,438CommonSOLE
69351T106PPLPPL CORP$495,7600.08%12,978CommonSOLE
G0403H108AONAON PLC$490,9480.08%1,521CommonSOLE
00912X302ALAIR LEASE CORP$490,6870.08%7,556CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$490,6500.08%6,127CommonSOLE
682680103OKEONEOK INC NEW$490,6370.08%5,428CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$490,4680.08%3,723CommonSOLE
803054204SAPSAP SE$489,8320.08%2,861CommonSOLE
92939U106WECWEC ENERGY GROUP INC$488,8970.08%4,223CommonSOLE
92343E102VRSNVERISIGN INC$487,2820.08%1,962CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$484,1880.08%7,931CommonSOLE
09062X103BIIBBIOGEN INC$481,7910.08%2,628CommonSOLE
632307104NTRANATERA INC$481,7760.08%2,409CommonSOLE
609207105MDLZMONDELEZ INTL INC$479,5070.08%8,319CommonSOLE
925652109VICIVICI PPTYS INC$478,8650.08%17,528CommonSOLE
615369105MCOMOODYS CORP$473,7680.08%1,086CommonSOLE
125523100CITHE CIGNA GROUP$473,4810.08%1,775CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$473,2760.08%6,649CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$473,0530.08%17,227CommonSOLE
133131102CPTCAMDEN PPTY TR$471,4050.08%4,827CommonSOLE
637870106NSANATIONAL STORAGE AFFILIATES$468,9200.08%12,425CommonSOLE
253868103DLRDIGITAL RLTY TR INC$466,0230.08%2,586CommonSOLE
624756102MLIMUELLER INDS INC$464,8060.08%4,195CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$464,2440.08%4,371CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$463,4670.08%3,381CommonSOLE
466313103JBLJABIL INC$460,8680.08%1,735CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$460,8190.08%1,213CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$459,5510.08%1,670CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$458,2490.08%1,641CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$457,7830.08%671CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$456,6630.08%5,454CommonSOLE
902494103TSNTYSON FOODS INC$454,0000.08%7,086CommonSOLE
95058W100WENWENDYS CO$452,0420.08%65,042CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$451,5510.08%2,871CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$449,2100.08%20,720CommonSOLE
693718108PCARPACCAR INC$447,9090.08%3,878CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$447,4650.08%1,938CommonSOLE
G25508105CRHCRH PLC$444,5520.08%4,229CommonSOLE
075887109BDXBECTON DICKINSON & CO$444,3320.08%2,826CommonSOLE
23804L103DDOGDATADOG INC$443,8680.08%3,760CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$442,5050.08%8,994CommonSOLE
291011104EMREMERSON ELEC CO$438,2620.07%3,345CommonSOLE
767204100RIORIO TINTO PLC$437,9030.07%4,694CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$437,3890.07%902CommonSOLE
92840M102VSTVISTRA CORP$436,1070.07%2,901CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$433,6630.07%103CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$428,9160.07%5,912CommonSOLE
H2906T109GRMNGARMIN LTD$428,5220.07%1,847CommonSOLE
294429105EFXEQUIFAX INC$426,4060.07%2,368CommonSOLE
88579Y101MMM3M CO$424,7980.07%2,925CommonSOLE
316773100FITBFIFTH THIRD BANCORP$423,8080.07%9,122CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$423,4650.07%2,004CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$422,1340.07%4,573CommonSOLE
03073E105CORCENCORA INC$421,2620.07%1,341CommonSOLE
278865100ECLECOLAB INC$417,6510.07%1,570CommonSOLE
172908105CTASCINTAS CORP$416,0840.07%2,460CommonSOLE
637417106NNNNNN REIT INC$414,5420.07%9,863CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$413,6030.07%2,101CommonSOLE
722304102PDDPDD HOLDINGS INC$412,5010.07%4,037CommonSOLE
337738108FISVFISERV INC$408,0650.07%7,313CommonSOLE
40415F101HDBHDFC BANK LTD$407,8830.07%16,394CommonSOLE
902653104UDRUDR INC$406,4070.07%12,031CommonSOLE
86562M209SMFGSUMITOMO MITSUI FIN GRP INC$405,1710.07%20,515CommonSOLE
086516101BBYBEST BUY INC$404,5880.07%6,302CommonSOLE
285512109EAELECTRONIC ARTS INC$404,2740.07%1,983CommonSOLE
256163106DOCUDOCUSIGN INC$402,8430.07%8,497CommonSOLE
871829107SYYSYSCO CORP$402,5150.07%5,643CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$401,5900.07%5,904CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$399,5030.07%5,406CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$399,4140.07%4,161CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$399,1060.07%3,582CommonSOLE
172755100CRUSCIRRUS LOGIC INC$398,8620.07%2,758CommonSOLE
55261F104MTBM & T BK CORP$396,2820.07%1,917CommonSOLE
98954M200ZZILLOW GROUP INC$395,8820.07%9,567CommonSOLE
018802108LNTALLIANT ENERGY CORP$394,1780.07%5,493CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$393,7320.07%2,270CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$392,8970.07%4,822CommonSOLE
744320102PRUPRUDENTIAL FINL INC$392,7140.07%4,020CommonSOLE
98389B100XELXCEL ENERGY INC$392,5920.07%4,942CommonSOLE
256677105DGDOLLAR GEN CORP$390,9780.07%3,293CommonSOLE
988498101YUMYUM BRANDS INC$389,7880.07%2,507CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$389,6280.07%1,138CommonSOLE
87612G101TRGPTARGA RES CORP$388,6320.07%1,550CommonSOLE
452327109ILMNILLUMINA INC$388,0220.07%3,148CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$387,8010.07%17,904CommonSOLE
384802104GWWWW GRAINGER INC$387,2380.07%355CommonSOLE
67059N108NTNXNUTANIX INC$386,6760.07%10,173CommonSOLE
866674104SUISUN CMNTYS INC$384,9340.07%3,056CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$383,7840.07%4,741CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$383,2540.07%8,368CommonSOLE
278642103EBAYEBAY INC.$382,6480.07%4,204CommonSOLE
127097103CTRACOTERRA ENERGY INC$381,9720.07%10,870CommonSOLE
25746U109DDOMINION ENERGY INC$381,6770.06%6,174CommonSOLE
231561101CWCURTISS WRIGHT CORP$381,4270.06%560CommonSOLE
345370860FFORD MTR CO$378,7660.06%32,822CommonSOLE
05561Q201BOKFBOK FINL CORP$377,9050.06%2,951CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$377,5130.06%1,932CommonSOLE
891092108TTCTORO CO$374,0400.06%4,003CommonSOLE
636274409NGGNATIONAL GRID PLC$373,9320.06%4,420CommonSOLE
784117103SEICSEI INVTS CO$372,4970.06%4,747CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$371,8450.06%3,483CommonSOLE
40434L105HPQHP INC$371,1370.06%19,320CommonSOLE
733174700BPOPPOPULAR INC$370,7120.06%2,763CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$370,3320.06%12,059CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$369,9400.06%6,327CommonSOLE
418056107HASHASBRO INC$369,9070.06%3,952CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$365,1180.06%3,624CommonSOLE
H42097107UBSUBS GROUP AG$364,0540.06%9,318CommonSOLE
012653101ALBALBEMARLE CORP$363,1890.06%2,023CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$360,2900.06%2,409CommonSOLE
695156109PKGPACKAGING CORP AMER$360,1370.06%1,697CommonSOLE
858119100STLDSTEEL DYNAMICS INC$358,7400.06%1,993CommonSOLE
876030107TPRTAPESTRY INC$354,1860.06%2,510CommonSOLE
46284V101IRMIRON MTN INC DEL$353,6090.06%3,462CommonSOLE
02005N100ALLYALLY FINL INC$352,9130.06%8,996CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$351,7260.06%1,624CommonSOLE
64361Q101VNOMVIPER ENERGY INC$351,5320.06%7,481CommonSOLE
46266C105IQVIQVIA HLDGS INC$351,4830.06%2,061CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$350,6990.06%6,228CommonSOLE
042735100ARWARROW ELECTRS INC$349,9200.06%2,440CommonSOLE
03027X100AMTAMERICAN TOWER CORP$349,3020.06%2,024CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$343,9850.06%7,970CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$342,4530.06%21,882CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$342,2850.06%6,005CommonSOLE
22266T109CPNGCOUPANG INC$341,7280.06%18,100CommonSOLE
831865209AOSSMITH A O CORP$339,9210.06%5,155CommonSOLE
670346105NUENUCOR CORP$339,3840.06%2,007CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$339,1500.06%4,889CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$338,8810.06%4,662CommonSOLE
053807103AVTAVNET INC$336,7530.06%5,465CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$336,0770.06%1,171CommonSOLE
45168D104IDXXIDEXX LABS INC$335,4480.06%597CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$332,3460.06%3,687CommonSOLE
70438V106PCTYPAYLOCITY HLDG CORP$331,8990.06%3,072CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$331,7200.06%10,363CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$330,1340.06%4,283CommonSOLE
893641100TDGTRANSDIGM GROUP INC$329,1450.06%284CommonSOLE
98138H101WDAYWORKDAY INC$328,0480.06%2,525CommonSOLE
126117100CNACNA FINL CORP$326,7670.06%7,116CommonSOLE
125896100CMSCMS ENERGY CORP$326,3010.06%4,206CommonSOLE
30161Q104EXELEXELIXIS INC$325,4060.06%7,587CommonSOLE
91529Y106UNMUNUM GROUP$324,5450.06%4,444CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$323,7150.06%5,622CommonSOLE
835699307SONYSONY GROUP CORP$323,0860.06%15,608CommonSOLE
34959J108FTVFORTIVE CORP$322,8350.05%5,840CommonSOLE
03076C106AMPAMERIPRISE FINL INC$321,3010.05%723CommonSOLE
670837103OGEOGE ENERGY CORP$320,6130.05%6,685CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$319,6160.05%539CommonSOLE
989701107ZIONZIONS BANCORPORATION NATL AS$319,1570.05%5,539CommonSOLE
055622104BPBP PLC$318,8010.05%6,783CommonSOLE
364760108GAPGAP INC$318,6900.05%13,169CommonSOLE
45104G104IBNICICI BANK LIMITED$318,3630.05%12,292CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$315,0790.05%1,121CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$314,9960.05%1,804CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$314,5240.05%655CommonSOLE
55306N104MKSIMKS INC.$314,1500.05%1,367CommonSOLE
410867105THGHANOVER INS GROUP INC$312,5500.05%1,803CommonSOLE
436440101HO1HOLOGIC INC$312,2620.05%4,131CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$312,2220.05%4,048CommonSOLE
78454L100SMSM ENERGY COMPANY$310,7400.05%9,966CommonSOLE
172573107CRCLCIRCLE INTERNET GROUP INC$310,4640.05%3,254CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$310,1440.05%7,515CommonSOLE
34354P105FLSFLOWSERVE CORP$309,8450.05%4,215CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$309,7580.05%6,750CommonSOLE
770700102HOODROBINHOOD MKTS INC$309,5630.05%4,467CommonSOLE
03852U106ARMKARAMARK$309,4820.05%7,634CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$309,1240.05%61,456CommonSOLE
36467J108GLPIGAMING & LEISURE P$308,9480.05%6,963CommonSOLE
680223104ORIOLD REP INTL CORP$307,1500.05%7,698CommonSOLE
277432100EMNEASTMAN CHEM CO$304,2120.05%3,986CommonSOLE
G491BT108IVZINVESCO LTD$303,7950.05%12,507CommonSOLE
023608102AEEAMEREN CORP$302,1700.05%2,749CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$301,6380.05%941CommonSOLE
88033G407THCTENET HEALTHCARE CORP$300,8040.05%1,594CommonSOLE
74743L100QQNITY ELECTRONICS INC$300,1030.05%2,601CommonSOLE
233331107DTEDTE ENERGY CO$299,4590.05%2,048CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$299,4410.05%37,713CommonSOLE
049560105ATOATMOS ENERGY CORP$298,8770.05%1,618CommonSOLE
904767803ULUNILEVER PLC$298,5800.05%5,241CommonSOLE
29084Q100EMEEMCOR GROUP INC$297,5390.05%403CommonSOLE
98419M100XYLXYLEM INC$294,5680.05%2,465CommonSOLE
49177J102KVUEKENVUE INC$294,2700.05%17,069CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$293,1920.05%4,779CommonSOLE
G3223R108EGEVEREST GROUP LTD$291,2230.05%891CommonSOLE
45073V108ITTITT INC$290,9390.05%1,527CommonSOLE
947890109WBSWEBSTER FINL CORP$290,5230.05%4,185CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$290,4500.05%17,678CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$290,2740.05%7,822CommonSOLE
044186104ASHASHLAND INC$289,2830.05%5,202CommonSOLE
191098102COKECOCA COLA CONS INC$288,9520.05%1,507CommonSOLE
771049103RBLXROBLOX CORP$288,3430.05%5,098CommonSOLE
95082P105WCCWESCO INTL INC$288,1220.05%1,053CommonSOLE
74164M108PRIPRIMERICA INC$287,8020.05%1,149CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$287,3130.05%10,912CommonSOLE
929160109VMCVULCAN MATLS CO$287,2770.05%1,055CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$286,6570.05%4,267CommonSOLE
N20944109CNHCNH INDL N V$285,8240.05%25,984CommonSOLE
92936U109WPCWP CAREY INC$284,1410.05%4,181CommonSOLE
91912E105VALEVALE S A$283,7870.05%17,837CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$283,6080.05%7,663CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$282,0800.05%786CommonSOLE
447011107HUNHUNTSMAN CORP$281,0410.05%21,115CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$280,4740.05%3,415CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$277,1140.05%8,117CommonSOLE
81730H109SSENTINELONE INC$276,7780.05%21,489CommonSOLE
38526M106LOPEGRAND CANYON ED INC$276,2990.05%1,625CommonSOLE
384109104GGGGRACO INC$276,2980.05%3,264CommonSOLE
013872106AAALCOA CORP$275,9330.05%4,160CommonSOLE
23331A109DHID R HORTON INC$274,0280.05%1,997CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$273,2980.05%1,792CommonSOLE
092113109BKHBLACK HILLS CORP$273,1980.05%3,936CommonSOLE
631103108NDAQNASDAQ INC$273,1760.05%3,218CommonSOLE
053611109AVYAVERY DENNISON CORP$272,1440.05%1,576CommonSOLE
670100205NVONOVO-NORDISK A S$271,0310.05%7,375CommonSOLE
356390104FRHCFREEDOM HOLDING CORP$270,9260.05%1,870CommonSOLE
26874R108EENI SPA$270,4830.05%4,778CommonSOLE
26884L109EQTEQT CORP$269,3240.05%4,232CommonSOLE
552848103MTGMGIC INVT CORP WIS$268,8790.05%10,243CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$268,7520.05%2,919CommonSOLE
75281A109RRCRANGE RES CORP$267,3300.05%5,917CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$267,3110.05%4,732CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$266,9880.05%912CommonSOLE
601137102MRPMILLROSE PPTYS INC$265,7200.05%9,490CommonSOLE
65249B208NWSNEWS CORP NEW$263,4320.04%9,240CommonSOLE
122017106BURLBURLINGTON STORES INC$262,9070.04%808CommonSOLE
92556V106VTRSVIATRIS INC$262,2970.04%19,415CommonSOLE
55024U109LITELUMENTUM HLDGS INC$262,1290.04%373CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$261,6650.04%4,192CommonSOLE
302520101FNBF N B CORP$261,6010.04%15,646CommonSOLE
594972408MSTRSTRATEGY INC$260,5820.04%2,088CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$259,6390.04%2,218CommonSOLE
892672106TWTRADEWEB MKTS INC$259,4400.04%2,205CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$259,3330.04%2,591CommonSOLE
G02602103DOXAMDOCS LTD$259,2130.04%3,972CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$258,5670.04%2,370CommonSOLE
23918K108DVADAVITA INC$257,4310.04%1,675CommonSOLE
911363109URIUNITED RENTALS INC$257,1820.04%353CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$257,0150.04%1,960CommonSOLE
45687V106IRINGERSOLL RAND INC$255,1020.04%3,184CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$254,9080.04%7,069CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$253,4470.04%5,698CommonSOLE
146869102CVNACARVANA CO$253,3900.04%806CommonSOLE
297178105ESSESSEX PPTY TR INC$253,3740.04%1,047CommonSOLE
654106103NKENIKE INC$252,6910.04%4,784CommonSOLE
80105N105SNYSANOFI SA$251,5960.04%5,222CommonSOLE
44891N208IACIAC INC$251,0280.04%6,271CommonSOLE

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.