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Institutional

AIA Group Ltd

CIK 0001522877
$6.88B
Reported AUM
325
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · AIA Group Ltd · Q1 2026

AI · grounded in 13F

AIA Group Ltd significantly increased its position in DIA by 3140.24%. The fund also accumulated shares in IWM and XOM, increasing those holdings by 181.46% and 109.02% respectively. Conversely, the fund trimmed its holdings in CRM by 24.73% and QQQ by 14.65%.

Portfolio · Q1 2026

IVV$1.53BQLTY$498.7MQQQ$477.8MIWM$462.3MGOOGLMSFTMETAOther$2.94BAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$740.91-2.62%24.60%80.03%$1.53B22.20%+160,781+7.4%
2QLTYGMO ETF TRUST$40.66-1.91%24.32%55.64%$498.7M7.25%HELD
3QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$477.8M6.95%142,126−14.7%
4IWMISHARES TR$281.65-3.55%34.35%35.27%$462.3M6.72%+1,201,808+181.5%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$163.1M2.37%+44,531+8.5%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$161.3M2.34%+20,536+4.9%
7METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$135.4M1.97%7,483−3.1%
8SPYSPDR S&P 500 ETF TR$737.55-2.58%24.51%79.50%$118.5M1.72%+613+0.3%
9AAPLAPPLE INC$307.34-1.25%51.31%116.17%$116.0M1.69%+25,068+5.8%
10JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$99.7M1.45%+40,831+11.1%
11NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$94.4M1.37%+46,438+9.4%
12TLTISHARES TR$85.06-0.51%4.59%-32.66%$87.8M1.28%53,028−5.0%
13AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$82.1M1.19%22,843−5.5%
14AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$81.3M1.18%15,690−5.6%
15SHYISHARES TR$81.86-0.21%3.62%8.72%$73.5M1.07%+138,994+18.5%
16IEFISHARES TR$93.62-0.53%4.36%-8.29%$72.9M1.06%+133,350+21.2%
17JPMJPMORGAN CHASE & CO.$312.370.48%19.84%133.52%$59.5M0.86%+56,127+38.4%
18VVISA INC$323.571.06%-11.91%36.33%$56.7M0.82%22,094−10.5%
19TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%104.85%285.24%$51.9M0.75%26,151−14.5%
20LLYELI LILLY & CO$1131.420.55%48.00%387.10%$51.0M0.74%2,227−3.9%
21ABTABBOTT LABS$91.070.32%-30.43%-17.31%$45.4M0.66%+147,225+49.8%
22MRKMERCK & CO INC$120.790.44%58.51%82.35%$45.2M0.66%6,570−1.7%
23SESEA LTD$86.56-6.00%-47.73%-68.66%$44.8M0.65%+2,587+0.5%
24TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$42.6M0.62%5,759−6.2%
25TSLATESLA INC$391.00-6.56%32.48%70.69%$39.8M0.58%6,884−6.0%
26XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$39.2M0.57%+120,398+109.0%
27BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$38.9M0.57%+147,268+22.6%
28LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$38.9M0.56%79,982−30.5%
29TXNTEXAS INSTRS INC$285.06-6.65%52.30%72.38%$37.2M0.54%45,193−19.1%
30PGPROCTER AND GAMBLE CO$146.544.09%-8.09%17.02%$35.8M0.52%+48,522+24.3%
31USBUS BANCORP DEL$55.690.41%$33.5M0.49%59,004−8.4%
32MUMICRON TECHNOLOGY INC$864.01-13.25%$32.3M0.47%+40,868+74.7%
33GEGE AEROSPACE$328.000.11%$31.5M0.46%+49,697+80.9%
34UNHUNITEDHEALTH GROUP INC$399.470.76%$31.5M0.46%12,806−9.9%
35TJXTJX COS INC NEW$160.711.31%$31.3M0.45%+34,441+21.3%
36DIASPDR DOW JONES INDL AVERAGE$509.70-1.35%$31.0M0.45%+64,846+3140.2%
37MAMASTERCARD INCORPORATED$491.081.93%$30.8M0.45%+24,038+64.0%
38WMT2WELLS FARGO CO NEW$30.7M0.45%+62,001+19.1%
39CITHE CIGNA GROUP$289.483.14%$29.1M0.42%+14,654+15.5%
40KOCOCA COLA CO$79.483.46%$29.0M0.42%30,371−7.4%
41RTXRTX CORPORATION$180.990.88%$28.8M0.42%+73,800+97.7%
42CVXCHEVRON CORP NEW$187.31-0.55%$27.8M0.40%+18,589+16.0%
43CRMSALESFORCE INC$185.66-1.64%$26.8M0.39%47,108−24.7%
44COSTCOSTCO WHSL CORP NEW$971.87-0.05%$26.7M0.39%+517+2.0%
45NFLXNETFLIX INC$82.180.76%$26.6M0.39%+100,424+57.0%
46KLACKLA CORP$1929.20-9.47%$24.9M0.36%990−5.5%
47ISRGINTUITIVE SURGICAL INC$422.060.77%$23.7M0.35%14,032−21.4%
48PFEPFIZER INC$26.041.36%$23.4M0.34%+106,683+14.7%
49VLOVALERO ENERGY CORP$255.82-1.17%$22.1M0.32%+13,967+18.5%
50BBAXJ P MORGAN EXCHANGE TRADED F$59.28-3.39%$21.8M0.32%6,185−1.7%
51GOOGALPHABET INC$365.76-0.95%$21.7M0.32%+9,421+14.2%
52MSMORGAN STANLEY$211.93-2.90%$20.6M0.30%+54,816+77.7%
53GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$20.0M0.29%+5,887+33.2%
54SRESEMPRA$91.421.20%$19.7M0.29%+99,246+96.0%
55EIXEDISON INTL$73.332.12%$18.6M0.27%+15,944+6.7%
56STZCONSTELLATION BRANDS INC$140.912.27%$18.5M0.27%6,419−5.0%
57HDHOME DEPOT INC$310.780.27%$18.1M0.26%+11,415+26.1%
58CCITIGROUP INC$132.47-1.98%$17.2M0.25%9,859−6.1%
59SCHWSCHWAB CHARLES CORP$88.840.95%$17.1M0.25%+41,272+29.2%
60GMGENERAL MTRS CO$82.11-1.33%$17.1M0.25%+18,539+8.8%
61HLTHILTON WORLDWIDE HLDGS INC$343.101.46%$16.8M0.24%9,680−14.9%
62CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$16.8M0.24%+38,957+181.5%
63APHAMPHENOL CORP NEW$138.81-5.42%$16.7M0.24%+56,564+74.7%
64MMM3M CO$153.760.65%$16.3M0.24%+36,896+49.0%
65ABBVABBVIE INC$227.231.02%$16.2M0.24%+14,163+23.4%
66PLDPROLOGIS INC.$144.540.52%$15.7M0.23%+3,099+2.7%
67CMCSACOMCAST CORP NEW$23.822.10%$14.9M0.22%+46,955+9.9%
68ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$14.4M0.21%21,370−30.3%
69UBERUBER TECHNOLOGIES INC$70.71-2.08%$14.3M0.21%+27,430+16.0%
70TAT&T INC$22.75-0.09%$14.3M0.21%125,498−20.3%
71DHRDANAHER CORPORATION$184.30-1.25%$14.1M0.21%+28,763+63.0%
72EOGEOG RES INC$137.78-2.20%$14.0M0.20%+14,939+18.2%
73WMTWALMART INC$118.880.97%$14.0M0.20%110,922−49.7%
74METMETLIFE INC$84.491.23%$13.6M0.20%+114,997+150.0%
75ANETARISTA NETWORKS INC$154.27-7.07%$13.4M0.19%+21,067+24.0%
76LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$13.2M0.19%+23,735+162.8%
77VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$13.2M0.19%4,299−12.7%
78SHOPSHOPIFY INC$109.54-5.60%$13.1M0.19%22,249−16.8%
79HCAHCA HEALTHCARE INC$372.132.85%$12.9M0.19%+27,332NEW
80CVSCVS HEALTH CORP$95.931.17%$12.8M0.19%+90,901+104.8%
81AMATAPPLIED MATLS INC$453.01-9.71%$12.6M0.18%+36,720NEW
82PCARPACCAR INC$116.68-1.18%$12.5M0.18%+15,800+17.0%
83DEDEERE & CO$583.44-1.40%$12.5M0.18%6,614−23.0%
84NEMNEWMONT CORP$99.71-7.96%$12.3M0.18%50,446−30.8%
85NETCLOUDFLARE INC$250.11-6.90%$12.0M0.17%+12,244+26.7%
86MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$11.9M0.17%8,589−23.9%
87AMTAMERICAN TOWER CORP NEW$194.120.11%$11.8M0.17%+5,074+8.0%
88BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$11.7M0.17%+28,690+18.2%
89BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$11.5M0.17%+31,842+20.1%
90HTHTH WORLD GROUP LTD$45.000.54%$11.3M0.16%30,809−12.0%
91TMUST-MOBILE US INC$178.100.61%$11.2M0.16%17,207−24.3%
92MELIMERCADOLIBRE INC$1607.80-1.65%$11.0M0.16%3,503−35.5%
93EWEDWARDS LIFESCIENCES CORP$85.96-1.70%$11.0M0.16%+10,083+7.9%
94QCOMQUALCOMM INC$215.94-10.98%$10.9M0.16%+9,696+13.0%
95FCXFREEPORT-MCMORAN INC$63.37-9.07%$10.9M0.16%144,733−43.9%
96ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$10.4M0.15%+22,310+76.6%
97NTRSNORTHERN TR CORP$170.47-1.50%$10.4M0.15%1,245−1.6%
98NOCNORTHROP GRUMMAN CORP$544.40-0.14%$10.2M0.15%+6,093+68.4%
99SNPSSYNOPSYS INC$464.85-5.99%$10.1M0.15%+6,164+31.8%
100DGXQUEST DIAGNOSTICS INC$200.292.13%$9.9M0.14%4,777−8.7%
101AMGNAMGEN INC$9.8M0.14%+2,815+11.2%
102KRKROGER CO$9.8M0.14%+15,100+12.5%
103GEVGE VERNOVA INC$9.8M0.14%+10,812+2669.6%
104MTBM & T BK CORP$9.8M0.14%+6,310+15.4%
105BKNGBOOKING HOLDINGS INC$9.5M0.14%+398+21.3%
106FERGFERGUSON ENTERPRISES INC$9.5M0.14%+9,462+30.1%
107BLKBLACKROCK INC$9.5M0.14%+1,400+16.5%
108PHPARKER-HANNIFIN CORP$9.5M0.14%+10,564NEW
109INDAISHARES TR$9.5M0.14%HELD
110WYWEYERHAEUSER CO MTN BE$9.1M0.13%+62,745+20.3%
111MARMARRIOTT INTL INC NEW$9.0M0.13%5,677−17.2%
112TWTRADEWEB MKTS INC$8.9M0.13%+3,926+5.5%
113ITWILLINOIS TOOL WKS INC$8.5M0.12%+11,954+57.8%
114MNSTMONSTER BEVERAGE CORP NEW$8.5M0.12%+78,460+203.5%
115NOWSERVICENOW INC$8.3M0.12%46,628−37.0%
116ADIANALOG DEVICES INC$8.2M0.12%8,539−24.8%
117CTVACORTEVA INC$8.2M0.12%8,185−7.8%
118PGRPROGRESSIVE CORP$8.1M0.12%1,048−2.5%
119ECLECOLAB INC$8.0M0.12%+5,719+23.3%
120PEPPEPSICO INC$8.0M0.12%48,796−48.6%
121ADBEADOBE INC$8.0M0.12%+10,673+48.0%
122VZVERIZON COMMUNICATIONS INC$7.9M0.12%+72,849+85.4%
123IBNICICI BANK LIMITED$7.9M0.11%28,715−8.6%
124VICIVICI PPTYS INC$7.8M0.11%+195,825+217.6%
125ONCBEONE MEDICINES LTD$7.7M0.11%+3,430+15.1%
126AMEAMETEK INC$7.7M0.11%+6,176+20.7%
127PEGPUBLIC SVC ENTERPRISE GRP IN$7.7M0.11%+31,037+48.4%
128ROKROCKWELL AUTOMATION INC$7.6M0.11%+931+4.6%
129NDAQNASDAQ INC$7.6M0.11%+13,600+18.0%
130HASHASBRO INC$7.6M0.11%+15,307+23.4%
131RYAAYRYANAIR HOLDINGS PLC$7.5M0.11%+43,818+50.6%
132ABNBAIRBNB INC$7.5M0.11%+8,400+16.6%
133MCDMCDONALDS CORP$7.4M0.11%9,620−28.9%
134FFIVF5 INC$7.1M0.10%+24,700NEW
135TRVTRAVELERS COMPANIES INC$7.1M0.10%+9,107+59.2%
136BWABORGWARNER INC$6.9M0.10%113,430−47.3%
137STTSTATE STR CORP$6.8M0.10%+53,800NEW
138SPGSIMON PPTY GROUP INC NEW$6.7M0.10%+36,000NEW
139ATATATOUR LIFESTYLE HLDGS LTD$6.6M0.10%+36,735+25.6%
140QSRRESTAURANT BRANDS INTL INC$6.6M0.10%HELD
141REGNREGENERON PHARMACEUTICALS$6.5M0.10%+1,052+14.2%
142FISFIDELITY NATL INFORMATION SV$6.5M0.09%+51,256+59.2%
143CAGCONAGRA BRANDS INC$6.5M0.09%+313,106+319.5%
144DVNDEVON ENERGY CORP NEW$6.4M0.09%+27,503+27.3%
145UPSUNITED PARCEL SERVICE INC$6.3M0.09%+10,300+19.3%
146AMDADVANCED MICRO DEVICES INC$6.2M0.09%+11,675+61.5%
147WELLWELLTOWER INC$6.2M0.09%24,549−44.0%
148CSCOCISCO SYS INC$6.0M0.09%+67,577+718.7%
149EDCONSOLIDATED EDISON INC$5.9M0.09%6,423−10.9%
150SYKSTRYKER CORPORATION$5.8M0.08%1,624−8.4%
151SBUXSTARBUCKS CORP$5.8M0.08%27,550−29.8%
152TDGTRANSDIGM GROUP INC$5.6M0.08%742−13.3%
153SHWSHERWIN WILLIAMS CO$5.5M0.08%7,433−30.1%
154EDUNEW ORIENTAL ED & TECHNOLOGY$5.3M0.08%+60,611+185.2%
155DISDISNEY WALT CO$5.3M0.08%7,318−11.8%
156SPGIS&P GLOBAL INC$5.2M0.08%+1,161+10.5%
157ZTSZOETIS INC$5.2M0.08%28,502−39.3%
158FLJHFRANKLIN TEMPLETON ETF TR$5.2M0.08%HELD
159SWKSSKYWORKS SOLUTIONS INC$5.2M0.08%+38,911+67.3%
160TCOMTRIP COM GROUP LTD$4.9M0.07%34,942−26.1%
161KEYSKEYSIGHT TECHNOLOGIES INC$4.9M0.07%+1,464+9.2%
162DXCMDEXCOM INC$4.9M0.07%+78,000NEW
163EPAMEPAM SYS INC$4.7M0.07%+18,094+111.3%
164PDDPDD HOLDINGS INC$4.6M0.07%+9,820+27.6%
165MTDMETTLER TOLEDO INTERNATIONAL$4.6M0.07%5−0.1%
166YUMYUM BRANDS INC$4.5M0.07%+8,616+42.4%
167DLRDIGITAL RLTY TR INC$4.5M0.06%+214+0.9%
168DARDARLING INGREDIENTS INC$4.5M0.06%+72,000NEW
169GILDGILEAD SCIENCES INC$4.4M0.06%+3,721+13.2%
170ACMAECOM$4.4M0.06%+29,336+128.0%
171AFLAFLAC INC$4.4M0.06%8,931−18.2%
172HCMHUTCHMED CHINA LTD$4.4M0.06%24,210−7.7%
173TTWOTAKE-TWO INTERACTIVE SOFTWAR$4.4M0.06%+926+4.4%
174KTKT CORP$4.3M0.06%+79,599+66.1%
175IRINGERSOLL RAND INC$4.2M0.06%25,524−32.6%
176YMMFULL TRUCK ALLIANCE CO LTD$4.2M0.06%2,581−0.5%
177NVRNVR INC$4.1M0.06%+98+18.5%
178DHID R HORTON INC$4.0M0.06%10,487−26.2%
179MPCMARATHON PETE CORP$4.0M0.06%+16,425NEW
180CIENCIENA CORP$4.0M0.06%+10,319NEW
181AJGGALLAGHER ARTHUR J & CO$3.9M0.06%8,114−30.8%
182CARRCARRIER GLOBAL CORPORATION$3.9M0.06%41,168−37.3%
183ALLALLSTATE CORP$3.9M0.06%+122+0.7%
184MDLZMONDELEZ INTL INC$3.8M0.06%3,036−4.4%
185HEIHEICO CORP NEW$3.6M0.05%2,762−17.5%
186ESEVERSOURCE ENERGY$3.6M0.05%12,014−19.0%
187WPMWHEATON PRECIOUS METALS CORP$3.5M0.05%+26,839NEW
188CFCF INDS HLDGS INC$3.4M0.05%+26,400NEW
189VRSNVERISIGN INC$3.4M0.05%+4,001+41.2%
190CAHCARDINAL HEALTH INC$3.4M0.05%+1,823+12.9%
191TMETENCENT MUSIC ENTMT GROUP$3.3M0.05%+100,070+38.7%
192INTUINTUIT$3.2M0.05%8,832−54.1%
193OTISOTIS WORLDWIDE CORP$3.2M0.05%3,753−8.3%
194DDOGDATADOG INC$3.2M0.05%+26,800NEW
195BABOEING CO$3.1M0.05%4,603−22.7%
196AMXAMERICA MOVIL SAB DE CV$3.1M0.05%198,449−62.0%
197CATCATERPILLAR INC$3.1M0.04%12,058−73.5%
198ULSUL SOLUTIONS INC$3.0M0.04%HELD
199KKRKKR & CO INC$2.9M0.04%+12,163+61.8%
200CPRTCOPART INC$2.9M0.04%50,234−36.7%
201CTSHCOGNIZANT TECHNOLOGY SOLUTIO$2.8M0.04%+45,636NEW
202PSXPHILLIPS 66$2.8M0.04%+12,989+558.7%
203PRUPRUDENTIAL FINL INC$2.7M0.04%+1,457+5.5%
204COOCOOPER COS INC$2.7M0.04%+13,052+53.9%
205WYNNWYNN RESORTS LTD$2.6M0.04%HELD
206ALNYALNYLAM PHARMACEUTICALS INC$2.6M0.04%12,435−61.6%
207JJACOBS SOLUTIONS INC$2.4M0.04%+11,782+160.6%
208CMECME GROUP INC$2.4M0.03%29,644−78.7%
209CWCURTISS WRIGHT CORP$2.3M0.03%+19+0.6%
210WABWABTEC$2.3M0.03%9,666−51.0%
211FLTWFRANKLIN TEMPLETON ETF TR$2.3M0.03%HELD
212CNCCENTENE CORP DEL$2.2M0.03%25,813−27.3%
213SFSTIFEL FINL CORP$2.2M0.03%+30,360NEW
214CLCOLGATE PALMOLIVE CO$2.2M0.03%+6,576+33.4%
215RBLXROBLOX CORP$2.2M0.03%30,099−44.0%
216ALGNALIGN TECHNOLOGY INC$2.1M0.03%7,714−38.5%
217BNBROOKFIELD CORP$2.0M0.03%21,875−30.3%
218COPCONOCOPHILLIPS$2.0M0.03%13,640−47.3%
219VTRVENTAS INC$1.9M0.03%3,375−12.8%
220VLTOVERALTO CORP$1.9M0.03%+220+1.0%
221VRTVERTIV HOLDINGS CO$1.9M0.03%HELD
222BAMBROOKFIELD ASSET MANAGMT LTD$1.8M0.03%21,372−34.7%
223CCKCROWN HLDGS INC$1.8M0.03%+17,473NEW
224ALBALBEMARLE CORP$1.7M0.03%+574+6.4%
225BIIBBIOGEN INC$1.7M0.02%+7,054+310.1%
226HEI/AHEICO CORP NEW$1.7M0.02%+7,952NEW
227RSRELIANCE INC$1.7M0.02%+109+2.0%
228DINOHF SINCLAIR CORP$1.5M0.02%+24,462NEW
229ILMNILLUMINA INC$1.5M0.02%29,139−70.3%
230ICEINTERCONTINENTAL EXCHANGE IN$1.5M0.02%64,839−87.1%
231TERTERADYNE INC$1.5M0.02%2,805−35.7%
232GLWCORNING INC$1.5M0.02%HELD
233HPEHEWLETT PACKARD ENTERPRISE C$1.5M0.02%+62,136NEW
234COFCAPITAL ONE FINL CORP$1.5M0.02%+8,094NEW
235AMPAMERIPRISE FINL INC$1.5M0.02%+607+22.5%
236UTHRUNITED THERAPEUTICS CORP DEL$1.4M0.02%+417+20.9%
237ALLYALLY FINL INC$1.4M0.02%+2,741+8.3%
238THCTENET HEALTHCARE CORP$1.4M0.02%+7,444NEW
239AAGILENT TECHNOLOGIES INC$1.3M0.02%HELD
240SXTSENSIENT TECHNOLOGIES CORP$1.3M0.02%HELD
241CLSCELESTICA INC$1.3M0.02%1,029−18.6%
242XYLXYLEM INC$1.3M0.02%+5,475+108.1%
243SEICSEI INVTS CO$1.2M0.02%+4,768+43.1%
244QUREQUANTA SVCS INC$1.2M0.02%HELD
245VIAVVIAVI SOLUTIONS INC$1.2M0.02%HELD
246AREALEXANDRIA REAL ESTATE EQ IN$1.2M0.02%2,158−7.8%
247FSLRFIRST SOLAR INC$1.2M0.02%+120+2.1%
248CLHCLEAN HARBORS INC$1.1M0.02%HELD
249WDCWESTERN DIGITAL CORP$1.1M0.02%+4,137NEW
250INTCINTEL CORP$1.1M0.02%37,035−59.4%
251CIBGRUPO CIBEST SA$1.1M0.02%+15,294NEW
252TRMBTRIMBLE INC$1.1M0.02%HELD
253ONON SEMICONDUCTOR CORP$1.1M0.02%HELD
254KMIKINDER MORGAN INC DEL$1.0M0.02%8,067−20.7%
255HBMHUDBAY MINERALS INC$1.0M0.01%32,847−40.5%
256PTCPTC INC$965K0.01%HELD
257IEURISHARES TR$962K0.01%HELD
258BZUNBAOZUN INC$954K0.01%HELD
259DELLDELL TECHNOLOGIES INC$944K0.01%HELD
260WBWEIBO CORP$906K0.01%+72,159+229.7%
261WPCWP CAREY INC$904K0.01%535−3.9%
262COINCOINBASE GLOBAL INC$852K0.01%+1,132+30.2%
263AITAPPLIED INDL TECHNOLOGIES IN$851K0.01%HELD
264ONTOONTO INNOVATION INC$836K0.01%1,479−26.6%
265LITELUMENTUM HLDGS INC$833K0.01%3,368−74.0%
266BEPCBROOKFIELD RENEWABLE CORP$833K0.01%HELD
267UMCUNITED MICROELECTRONICS CORP$815K0.01%+90,799NEW
268ROPROPER TECHNOLOGIES INC$814K0.01%+2,299NEW
269CUBECUBESMART$792K0.01%+1,473+7.3%
270ATHMAUTOHOME INC$777K0.01%6,199−12.2%
271FIXCOMFORT SYS USA INC$776K0.01%909−61.8%
272SFMSPROUTS FMRS MKT INC$775K0.01%HELD
273FOXAFOX CORP$726K0.01%+7,079+132.5%
274NTESNETEASE INC$725K0.01%511−7.3%
275MPWRMONOLITHIC PWR SYS INC$711K0.01%309−32.2%
276STLDSTEEL DYNAMICS INC$701K0.01%HELD
277BLDTOPBUILD CORP$689K0.01%+25+1.3%
278HASIHA SUSTAINABLE INFRA CAP INC$663K0.01%HELD
279ADSKAUTODESK INC$637K0.01%1,369−34.0%
280MTGMGIC INVT CORP WIS$637K0.01%+3,345+16.0%
281PCORPROCORE TECHNOLOGIES INC$634K0.01%HELD
282LSCCLATTICE SEMICONDUCTOR CORP$605K0.01%HELD
283TTANSERVICETITAN INC$592K0.01%HELD
284CVCOCAVCO INDS INC DEL$576K0.01%HELD
285FDXFEDEX CORP$553K0.01%+1,553NEW
286NFGNATIONAL FUEL GAS CO$540K0.01%+1,132+24.5%
287NXTNEXTPOWER INC$533K0.01%HELD
288IQVIQVIA HLDGS INC$522K0.01%+3,063NEW
289PNCPNC FINL SVCS GROUP INC$521K0.01%+3+0.1%
290EHCENCOMPASS HEALTH CORP$521K0.01%+5,386NEW
291TTEKTETRA TECH INC NEW$516K0.01%91,022−84.2%
292SQMSOCIEDAD QUIMICA Y MINERA DE$510K0.01%HELD
293MMSMAXIMUS INC$505K0.01%HELD
294PFGPRINCIPAL FINANCIAL GROUP IN$497K0.01%1,138−17.1%
295SUISUN CMNTYS INC$492K0.01%4,060−51.0%
296EXPDEXPEDITORS INTL WASH INC$489K0.01%+3,413NEW
297RRXREGAL REXNORD CORPORATION$481K0.01%4,208−62.1%
298INVHINVITATION HOMES INC$475K0.01%64,719−77.2%
299EQHEQUITABLE HLDGS INC$457K0.01%HELD
300ORAORMAT TECHNOLOGIES INC$451K0.01%+4,031NEW
301EXELEXELIXIS INC$447K0.01%3,190−23.4%
302CBRECBRE GROUP INC$437K0.01%HELD
303BMRNBIOMARIN PHARMACEUTICAL INC$435K0.01%6,423−45.5%
304JOYYJOYY INC$432K0.01%HELD
305VTRSVIATRIS INC$407K0.01%+10,394+52.7%
306TDYTELEDYNE TECHNOLOGIES INC$393K0.01%1,629−71.5%
307EMEEMCOR GROUP INC$391K0.01%+530NEW
308HSAIHESAI GROUP$385K0.01%HELD
309AWKAMERICAN WTR WKS CO INC NEW$375K0.01%8,565−75.7%
310WMWASTE MGMT INC DEL$362K0.01%HELD
311SNOWSNOWFLAKE INC$360K0.01%HELD
312GFLGFL ENVIRONMENTAL INC$347K0.01%+8,325NEW
313CORCENCORA INC$333K0.00%+1,059NEW
314XPEVXPENG INC$317K0.00%HELD
315COHRCOHERENT CORP$307K0.00%+1,289NEW
316FOXFOX CORP$300K0.00%+1,315+30.3%
317VEEVVEEVA SYS INC$296K0.00%HELD
318GDDYGODADDY INC$278K0.00%HELD
319UHSUNIVERSAL HLTH SVCS INC$275K0.00%+1,534NEW
320EXPEEXPEDIA GROUP INC$259K0.00%+1,120NEW
321MCKMCKESSON CORP$245K0.00%+283NEW
322PANWPALO ALTO NETWORKS INC$212K0.00%331−20.0%
323ITTITT INC$207K0.00%+1,086NEW
324BBJPJ P MORGAN EXCHANGE TRADED F$185K0.00%14,065−84.0%
325FFORD MTR CO$175K0.00%+15,153NEW
326HONHONEYWELL INTL INC73,360EXITED
327IBMINTERNATIONAL BUSINESS MACHS33,700EXITED
328MRSHMARSH & MCLENNAN COS INC44,845EXITED
329AXPAMERICAN EXPRESS CO21,300EXITED
330DLTRDOLLAR TREE INC52,300EXITED
331CTASCINTAS CORP32,225EXITED
332DALDELTA AIR LINES INC DEL77,200EXITED
333XYZBLOCK INC52,163EXITED
334CCICROWN CASTLE INC36,977EXITED
335SYYSYSCO CORP35,670EXITED
336ELLAUDER ESTEE COS INC20,166EXITED
337NYTNEW YORK TIMES CO30,300EXITED
338NKENIKE INC29,602EXITED
339EFXEQUIFAX INC8,680EXITED
340WMSADVANCED DRAIN SYS INC DEL9,977EXITED
341MSAMSA SAFETY INC8,036EXITED
342CSXCSX CORP34,397EXITED
343FISVFISERV INC18,378EXITED
344WDAYWORKDAY INC5,604EXITED
345FUTUFUTU HLDGS LTD6,606EXITED
346MRNAMODERNA INC33,300EXITED
347MOSMOSAIC CO NEW38,009EXITED
348TTDTHE TRADE DESK INC24,036EXITED
349CSLCARLISLE COS INC2,696EXITED
350SVVSAVERS VALUE VLG INC90,370EXITED
351MKTXMARKETAXESS HLDGS INC4,573EXITED
352EBAYEBAY INC.9,053EXITED
353YETIYETI HLDGS INC17,429EXITED
354LINELINEAGE INC21,136EXITED
355TPRTAPESTRY INC5,722EXITED
356SLGNSILGAN HLDGS INC18,100EXITED
357CGNXCOGNEX CORP20,139EXITED
358AVTRAVANTOR INC56,756EXITED
359PLMRPALOMAR HLDGS INC4,532EXITED
360LHLABCORP HOLDINGS INC2,317EXITED
361WRBYWARBY PARKER INC26,628EXITED
362PYPLPAYPAL HLDGS INC9,773EXITED
363GFIGOLD FIELDS LTD13,066EXITED
364OCOWENS CORNING NEW4,503EXITED
365GLPIGAMING & LEISURE PPTYS INC10,251EXITED
366DUOLDUOLINGO INC2,340EXITED
367FTVFORTIVE CORP4,600EXITED
368UNPUNION PAC CORP1,022EXITED
369WATWATERS CORP598EXITED
370BKRBAKER HUGHES COMPANY4,800EXITED
371NBIXNEUROCRINE BIOSCIENCES INC1,439EXITED

Source: SEC EDGAR · accession 0001104659-26-056107. 13F discloses long positions only — shorts, foreign equities, and options are excluded.