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Institutional

Allianz Asset Management GmbH

CIK 0001535323
$95.38B
Reported AUM
1,520
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · Allianz Asset Management GmbH · Q1 2026

AI · grounded in 13F

Allianz Asset Management GmbH established a new position in AstraZeneca PLC AZN valued at $1.26B. The fund significantly increased its holdings in SPDR Series Trust SPYM by 291.25% and Ross Stores Inc ROST by 174.51%. Conversely, the fund reduced its exposure to iShares Trust, trimming shares of HYG by 91.44% and IVV by 88.20%.

Portfolio · Q1 2026

NVDA$4.79BVGAAPLMSFTGOOGLAMZNOther$60.79BAG

Top holdings· first 500 of 1520

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$4.79B5.02%+2,376,025+9.5%
2VGVENTURE GLOBAL INC$12.80-2.74%-15.36%-14.47%$3.96B4.15%103,367,684−29.1%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$3.50B3.67%+1,081,276+8.5%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$3.13B3.28%+225,285+2.7%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$2.38B2.49%+1,215,554+17.3%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$2.00B2.09%953,945−9.0%
7SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$1.52B1.59%+14,769,841+291.3%
8JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$1.44B1.51%282,726−4.6%
9GOOGALPHABET INC$365.76-0.95%109.82%172.71%$1.37B1.44%+297,997+6.6%
10METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.28B1.35%+38,272+1.7%
11AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$1.26B1.33%+6,529,961NEW
12AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.15B1.21%248,593−6.2%
13JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$1.00B1.05%90,858−2.6%
14VICIVICI PPTYS INC$27.862.39%-6.04%15.20%$845.8M0.89%+667,896+2.2%
15MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$765.7M0.80%143,999−8.6%
16TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$752.4M0.79%+603,462+8.1%
17CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$721.7M0.76%1,169,966−11.2%
18TJXTJX COS INC NEW$160.711.31%26.64%151.20%$676.7M0.71%+890,925+26.6%
19IWMISHARES TR$281.65-3.55%34.35%35.27%$673.8M0.71%1,280,350−32.0%
20LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$669.6M0.70%827,601−20.9%
21AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$665.6M0.70%+352,511+22.1%
22EEMISHARES TR$64.59-6.53%40.98%40.06%$659.0M0.69%4,784,724−29.2%
23TAT&T INC$22.75-0.09%-15.45%46.77%$655.7M0.69%+4,006,599+21.5%
24IVVISHARES TR$740.91-2.62%24.60%80.03%$641.4M0.67%7,342,143−88.2%
25TSLATESLA INC$391.00-6.56%32.48%70.69%$616.5M0.65%30,300−1.8%
26MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$582.2M0.61%6,343−0.4%
27LLYELI LILLY & CO$1131.420.55%48.00%387.10%$560.5M0.59%+85,225+16.3%
28QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$546.3M0.57%162,550−14.7%
29MRKMERCK & CO INC$120.790.44%58.51%82.35%$511.0M0.54%+5,764+0.1%
30NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$494.2M0.52%796,859−13.4%
31PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$490.6M0.51%+142,819+4.4%
32QCOMQUALCOMM INC$215.94-10.98%$487.2M0.51%+19,915+0.5%
33BRK/BBERKSHIRE HATHAWAY INC DEL$451.0M0.47%+112,292+13.5%
34GILDGILEAD SCIENCES INC$129.16-0.02%$448.6M0.47%926,903−22.4%
35MSMORGAN STANLEY$211.93-2.90%$448.4M0.47%+342,973+14.4%
36ROSTROSS STORES INC$230.37-1.15%$442.8M0.46%+1,299,536+174.5%
37ABTABBOTT LABORATORIES$91.070.32%$442.8M0.46%132,893−3.0%
38BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$429.4M0.45%+1,409,578+24.9%
39MPCMARATHON PETE CORP$262.01-1.89%$425.1M0.45%+154,852+9.8%
40VLOVALERO ENERGY CORP$255.82-1.17%$415.5M0.44%106,683−6.0%
41PMBSPIMCO ETF TR$49.090.22%$413.3M0.43%+1,292,778+18.4%
42TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$403.3M0.42%+30,936+2.7%
43TELTE CONNECTIVITY PLC$207.68-2.34%$401.2M0.42%176,314−8.4%
44VVISA INC$323.571.06%$391.3M0.41%289,087−18.3%
45CMICUMMINS INC$651.22-3.96%$380.5M0.40%+36,767+5.5%
46ACNACCENTURE PLC IRELAND$178.25-0.34%$359.0M0.38%+381,816+26.7%
47VZVERIZON COMMUNICATIONS INC$45.371.11%$354.2M0.37%1,284,374−15.4%
48ABBVABBVIE INC$227.231.02%$349.8M0.37%+158,915+11.0%
49APHAMPHENOL CORP$138.81-5.42%$349.5M0.37%452,280−14.1%
50CFCF INDUSTRIES HOLD$111.91-1.39%$342.0M0.36%+9,009+0.3%
51LMTLOCKHEED MARTIN CORP$523.760.91%$341.3M0.36%+127,818+29.3%
52EIXEDISON INTL$73.332.12%$338.1M0.35%+1,033,914+28.8%
53MOALTRIA GROUP INC$72.192.25%$337.3M0.35%2,431,530−32.2%
54WMTWALMART INC$118.880.97%$335.0M0.35%1,630,165−37.7%
55CMCSACOMCAST CORP NEW$23.822.10%$333.6M0.35%1,194,836−9.3%
56EBAYEBAY INC.$109.350.18%$333.5M0.35%+37,820+1.0%
57LNGCHENIERE ENERGY INC$329.6M0.35%106,666−8.4%
58PEPPEPSICO INC$141.92-0.16%$328.0M0.34%+347,554+19.7%
59TGTTARGET CORP$122.57-1.03%$324.2M0.34%+140,245+5.5%
60NEMNEWMONT CORP$99.71-7.96%$323.8M0.34%+1,108,023+58.8%
61FDXFEDEX CORP$331.000.91%$314.1M0.33%+249,636+39.5%
62CVSCVS HEALTH CORP$95.931.17%$301.4M0.32%+372,672+9.7%
63ECLECOLAB INC$290.5M0.30%174,564−13.8%
64COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$288.6M0.30%+71,336+32.7%
65SYFSYNCHRONY FINANCIAL$70.840.08%$284.5M0.30%+162,700+4.0%
66DGDOLLAR GEN CORP$103.700.17%$274.5M0.29%+1,186,308+105.4%
67KLACKLA CORP$1929.20-9.47%$272.9M0.29%10,832−5.5%
68HIGHARTFORD INSURANCE GROUP INC$132.143.78%$264.7M0.28%+325,379+19.9%
69ADBEADOBE INC$251.44-2.70%$255.5M0.27%+251,854+31.5%
70KGCKINROSS GOLD CORP$26.22-8.32%$249.9M0.26%+751,395+10.1%
71CCOCLEAR CHANNEL OUTDOOR HLDGS$2.40-0.41%$248.2M0.26%HELD
72DALDELTA AIR LINES INC$79.42-0.11%$246.0M0.26%627,825−14.5%
73ANETARISTA NETWORKS INC$154.27-7.07%$245.9M0.26%+18,476+0.9%
74SPGIS&P GLOBAL INC$424.441.03%$242.5M0.25%41,185−6.7%
75EOGEOG RES INC$137.78-2.20%$242.1M0.25%+335,036+25.0%
76WMT2WELLS FARGO & CO$240.9M0.25%163,301−5.1%
77REGNREGENERON PHARMACEUTICALS$635.451.07%$240.9M0.25%+133,182+74.6%
78UBSUBS GROUP AG$47.01-1.38%$236.9M0.25%143,209−2.3%
79TRVTRAVELERS COMPANIES INC$303.253.35%$234.3M0.25%+221,928+38.2%
80VOOVANGUARD INDEX FDS$678.00-2.59%$231.9M0.24%11,041−2.8%
81ALLALLSTATE CORP$229.6M0.24%+822,932+289.3%
82EMEEMCOR GROUP INC$817.44-3.31%$229.0M0.24%+100,021+47.6%
83XOMEXXON MOBIL CORP$149.92-1.39%$228.8M0.24%+98,817+7.9%
84VELVELOCITY FINL INC$17.460.06%$228.6M0.24%HELD
85HCAHCA HEALTHCARE INC$372.132.85%$225.4M0.24%+51,197+12.0%
86PGPROCTER & GAMBLE CO$146.544.09%$220.9M0.23%+575,798+60.4%
87TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$217.0M0.23%108,991−19.8%
88HSTHOST HOTELS & RESORTS INC$24.780.65%$214.7M0.23%+7,274,089+185.0%
89SCHWSCHWAB CHARLES CORP$88.840.95%$213.4M0.22%+556,164+32.4%
90CATCATERPILLAR INC$904.28-3.85%$208.8M0.22%79,990−21.3%
91HDHOME DEPOT INC$310.780.27%$208.7M0.22%2,143−0.3%
92HYGISHARES TR$79.43-0.50%$208.7M0.22%28,008,100−91.4%
93ADSKAUTODESK INC$229.96-1.58%$208.6M0.22%+33,596+4.0%
94EFAISHARES TR$102.26-2.56%$208.4M0.22%1,266,097−37.1%
95TPRTAPESTRY INC$140.10-0.26%$206.8M0.22%+345,072+30.8%
96EXCEXELON CORP$45.40-0.77%$206.3M0.22%3,404,203−44.7%
97GMGENERAL MTRS CO$82.11-1.33%$196.7M0.21%+668,586+33.9%
98MMM3M CO$153.760.65%$191.5M0.20%202,173−13.3%
99CVXCHEVRON CORPORATION$187.31-0.55%$191.4M0.20%+273,992+42.1%
100UPSUNITED PARCEL SVCS INC$108.54-1.52%$186.9M0.20%+200,897+11.8%
101WBDWARNER BROS DISCOVERY INC$183.5M0.19%251,419−3.6%
102LVSLAS VEGAS SANDS CORP$181.7M0.19%+2,233,488+196.1%
103CITHE CIGNA GROUP$180.2M0.19%+58,826+9.5%
104PCGPG&E CORP$177.2M0.19%+6,145,471+156.0%
105PYPLPAYPAL HLDGS INC$177.1M0.19%+1,689,094+75.9%
106UALUNITED AIRLS HLDGS INC$176.7M0.19%38,871−2.0%
107SPGSIMON PPTY GROUP INC NEW$176.6M0.19%+205,198+27.7%
108FERGFERGUSON ENTERPRISES INC$175.9M0.18%+434,210+135.8%
109UNHUNITEDHEALTH GROUP INC$171.6M0.18%+55,246+9.5%
110IBMINTERNATIONAL BUSINESS MACHS$169.6M0.18%+389,572+125.6%
111BBARRICK MNG CORP$169.0M0.18%+2,313,997+126.0%
112PFEPFIZER INC$167.7M0.18%180,284−2.9%
113KRKROGER CO$166.0M0.17%2,359,369−50.7%
114LINLINDE PLC$165.6M0.17%63,509−16.0%
115CBOECBOE GLOBAL MKTS INC$165.2M0.17%+544,506+1255.7%
116FIXCOMFORT SYS USA INC$164.7M0.17%+28,593+31.5%
117JHGJANUS HENDERSON GROUP PLC$164.4M0.17%+959,640+42.8%
118JCIJOHNSON CONTROLS INTERNATION$163.5M0.17%+1,000,534+403.5%
119PHPARKER-HANNIFIN CORP$161.4M0.17%+19,412+12.1%
120MCHPMICROCHIP TECHNOLOGY INC.$161.1M0.17%+238,129+10.6%
121EWEDWARDS LIFESCIENCES CORP$161.0M0.17%227,859−10.2%
122ELVELEVANCE HEALTH INC FORMERLY$160.5M0.17%+121,621+28.5%
123ZNGAZOOM COMMUNICATIONS INC$159.9M0.17%123,770−5.9%
124UBERUBER TECHNOLOGIES INC$159.3M0.17%27,388−1.2%
125BSXBOSTON SCIENTIFIC CORP$159.3M0.17%+422,432+20.0%
126AMGNAMGEN INC$159.1M0.17%+164,676+57.3%
127WELLWELLTOWER INC$151.8M0.16%80,824−9.5%
128LOGILOGITECH INTL S A$151.8M0.16%+129,665+8.3%
129RLRALPH LAUREN CORP$151.7M0.16%31,246−6.6%
130CRUSCIRRUS LOGIC INC$149.1M0.16%42,990−4.0%
131PLDPROLOGIS INC.$145.6M0.15%+13,375+1.2%
132THCTENET HEALTHCARE CORP$145.0M0.15%99,966−11.5%
133ACWIISHARES TR$144.7M0.15%52,440−4.8%
134MDTMEDTRONIC PLC$144.4M0.15%311,482−15.7%
135HUMHUMANA INC$143.6M0.15%65,681−7.3%
136USBUS BANCORP$143.3M0.15%+2,266,947+463.6%
137MCKMCKESSON CORP$142.0M0.15%14,132−7.9%
138XLFSELECT SECTOR SPDR TR$141.9M0.15%+55,300+2.0%
139GEGE AEROSPACE$141.2M0.15%+117,022+30.7%
140CRMSALESFORCE INC$141.2M0.15%417,294−35.6%
141AMTAMERICAN TOWER CORP$140.9M0.15%174,660−17.6%
142WMWASTE MGMT INC DEL$140.7M0.15%99,100−13.9%
143CPAYCORPAY INC$140.1M0.15%156,123−24.5%
144AMGAFFILIATED MANAGERS GROUP$135.2M0.14%+62,093+14.6%
145BACBANK AMERICA CORP$134.5M0.14%653,370−19.1%
146GEVGE VERNOVA INC$132.6M0.14%4,792−3.1%
147BKBANK NEW YORK MELLON CORP$132.2M0.14%+252,152+29.2%
148VEEVVEEVA SYS INC$130.6M0.14%+90,209+13.8%
149GDGENERAL DYNAMICS CORP$130.3M0.14%+100,076+35.8%
150LONZPIMCO ETF TR$129.9M0.14%945,307−26.4%
151MCDMCDONALDS CORP$129.2M0.14%+238,105+134.0%
152SPOTSPOTIFY TECHNOLOGY S A$129.1M0.14%+7,490+2.9%
153NEENEXTERA ENERGY INC$128.5M0.13%+32,676+2.4%
154NTRNUTRIEN LTD$126.7M0.13%229,753−12.0%
155AXSAXIS CAP HLDGS LTD$125.0M0.13%137,546−10.0%
156AMEAMETEK INC$125.0M0.13%19,013−3.2%
157HPQHP INC$124.0M0.13%+1,082,949+20.2%
158HCCWARRIOR MET COAL INC$124.0M0.13%167,000−11.1%
159COPCONOCOPHILLIPS$123.8M0.13%+379,021+67.8%
160CHTRCHARTER COMMUNICATIONS INC$123.3M0.13%121,630−17.6%
161DBDEUTSCHE BK AG$122.0M0.13%+1,651,340+67.1%
162AMDADVANCED MICRO DEVICES INC$121.9M0.13%78,630−11.6%
163ISRGINTUITIVE SURGICAL INC$121.0M0.13%+2,462+0.9%
164MTGMGIC INVT CORP WIS$119.8M0.13%444,863−8.9%
165IDXXIDEXX LABS INC$118.8M0.12%11,054−5.0%
166TRGPTARGA RES CORP$117.1M0.12%95,578−17.0%
167MNSTMONSTER BEVERAGE CORP NEW$116.5M0.12%192,862−10.7%
168EDCONSOLIDATED EDISON INC$115.9M0.12%+170,440+20.0%
169AEMAGNICO EAGLE MINES LTD$115.9M0.12%+120,566+26.7%
170JAZZJAZZ PHARMACEUTICALS PLC$115.4M0.12%+11,465+1.9%
171CIENCIENA CORP$112.9M0.12%+117,677+67.9%
172ORCLORACLE CORP$112.9M0.12%276,879−26.5%
173CSXCSX CORP$111.5M0.12%+1,238,579+83.9%
174MSIMOTOROLA SOLUTIONS INC$110.3M0.12%90,404−26.2%
175EQIXEQUINIX INC$110.2M0.12%9,399−7.7%
176PMPHILIP MORRIS INTL INC$109.9M0.12%+31,943+5.1%
177GSGOLDMAN SACHS GROUP INC$107.6M0.11%+27,598+27.7%
178NTAPNETAPP INC$106.4M0.11%89,338−7.9%
179NOWSERVICENOW INC$106.0M0.11%+24,655+2.5%
180MPWRMONOLITHIC PWR SYS INC$105.5M0.11%49,159−33.8%
181BBYBEST BUY INC$103.2M0.11%+193,016+13.6%
182ADMARCHER DANIELS MIDLAND CO$103.1M0.11%+347,217+32.4%
183MELIMERCADOLIBRE INC$102.8M0.11%29,912−33.5%
184OVVOVINTIV INC$102.0M0.11%62,451−3.5%
185KOCOCA COLA CO$101.1M0.11%52,213−3.8%
186BFHBREAD FINANCIAL HOLDINGS INC$100.8M0.11%+199,236+17.4%
187INTUINTUIT$100.7M0.11%214,704−48.0%
188CACICACI INTL INC$100.2M0.11%+177,223+2539.0%
189AUANGLOGOLD ASHANTI PLC$100.2M0.11%+70,614+7.4%
190MMACYS INC$100.0M0.10%+3,005,520+119.2%
191SUSUNCOR ENERGY INC NEW$98.9M0.10%760,481−33.6%
192INTCINTEL CORP$98.7M0.10%1,730,849−43.6%
193SANMSANMINA CORP$97.6M0.10%17,916−2.3%
194HPEHEWLETT PACKARD ENTERPRISE C$97.5M0.10%381,857−8.5%
195CMDTPIMCO ETF TR$96.1M0.10%HELD
196TTTRANE TECHNOLOGIES PLC$96.0M0.10%99,232−30.1%
197TROWPRICE T ROWE GROUP INC$95.1M0.10%+290,263+38.0%
198FSSFEDERAL SIGNAL CORP$94.5M0.10%+16,361+1.9%
199STXSEAGATE TECHNOLOGY HLDNGS PL$93.6M0.10%53,010−18.2%
200XLISELECT SECTOR SPDR TR$93.4M0.10%+208,250+56.4%
201BILZPIMCO ETF TR$93.3M0.10%4,700−0.5%
202DDSDILLARDS INC$92.0M0.10%4,386−2.7%
203DVNDEVON ENERGY CORP NEW$91.0M0.10%+486,641+36.8%
204CTSHCOGNIZANT TECHNOLOGY SOLUTIO$90.7M0.10%97,296−6.2%
205WCNWASTE CONNECTIONS INC$90.5M0.09%+106,087+23.4%
206WUWESTERN UN CO$90.0M0.09%+2,433,746+30.9%
207RACEFERRARI N V$89.2M0.09%11,363−4.1%
208ALCALCON AG$88.7M0.09%34,393−2.8%
209CBCHUBB LTD SWITZ$88.0M0.09%13,653−4.8%
210ISHARES TR$87.5M0.09%3,250−17.4%
211PGRPROGRESSIVE CORP$87.0M0.09%+114,940+35.5%
212ALSNALLISON TRANSMISSION HLDGS I$86.7M0.09%84,043−10.2%
213ROKROCKWELL AUTOMATION INC$86.7M0.09%+95,957+65.9%
214BLKBLACKROCK INC$85.0M0.09%5,187−5.5%
215FLEXFLEXTRONICS INTL LTD$84.2M0.09%660,083−33.9%
216FHIFEDERATED HERMES INC$84.0M0.09%+319,079+27.5%
217AYIACUITY INC$82.9M0.09%+84,616+40.1%
218DBXDROPBOX INC$82.9M0.09%+927,286+34.1%
219NXSTNEXSTAR MEDIA GROUP INC$82.1M0.09%+95,359+26.6%
220DKDELEK US HLDGS INC NEW$82.0M0.09%+432,373+31.2%
221DLTRDOLLAR TREE INC$81.2M0.09%+88,231+13.5%
222JBLJABIL INC$80.9M0.08%269,627−47.0%
223NYTNEW YORK TIMES CO MTN BE$80.5M0.08%+684,990+247.7%
224BKNGBOOKING HOLDINGS INC$80.0M0.08%+11,266+21.6%
225CLCOLGATE PALMOLIVE CO$79.9M0.08%+283,393+43.3%
226VALEVALE S A$79.4M0.08%+3,217,620+181.3%
227CAHCARDINAL HEALTH INC$79.3M0.08%+138,068+58.2%
228MUSAMURPHY USA INC$79.2M0.08%+48,532+43.4%
229ESEVERSOURCE ENERGY$79.0M0.08%+1,039,338+1033.3%
230VTVANGUARD INTL EQUITY INDEX F$78.4M0.08%+16,160+2.9%
231SWKSSKYWORKS SOLUTIONS INC$75.8M0.08%+62,677+4.6%
232EHCENCOMPASS HEALTH CORP$74.6M0.08%+255,647+49.6%
233VLTOVERALTO CORP$73.9M0.08%11,447−1.4%
234ZTSZOETIS INC$73.1M0.08%77,492−11.1%
235AWIARMSTRONG WORLD INDS INC NEW$71.4M0.07%+290,146+202.6%
236DISDISNEY WALT CO$71.4M0.07%367,109−33.1%
237STNSTANTEC INC$71.3M0.07%93,422−10.1%
238ADPAUTOMATIC DATA PROCESSING IN$70.9M0.07%117,787−25.2%
239RMDRESMED INC$69.8M0.07%+13,051+4.4%
240NVMINOVA LTD$69.2M0.07%+159,388NEW
241NUENUCOR CORP$68.4M0.07%+32,751+8.8%
242HOODROBINHOOD MKTS INC$68.2M0.07%97,936−9.1%
243PKPARK HOTELS & RESORTS INC$68.1M0.07%+1,213,327+23.1%
244FTNTFORTINET INC$66.9M0.07%20,183−2.4%
245SLMSLM CORP$66.8M0.07%44,469−1.4%
246STSENSATA TECHNOLOGIES HLDG PL$66.6M0.07%+436,149+30.0%
247AXPAMERICAN EXPRESS CO$66.4M0.07%43,580−16.6%
248VSECVSE CORP$66.4M0.07%+359,894NEW
249NVTNVENT ELEC PLC$66.0M0.07%+178,820+47.2%
250ALLYALLY FINL INC$65.8M0.07%+128,504+8.3%
251IHRTIHEARTMEDIA INC$65.6M0.07%HELD
252ETNEATON CORP PLC$65.1M0.07%+52,624+40.6%
253CRICARTERS INC$65.1M0.07%+277,502+18.0%
254WPMWHEATON PRECIOUS METALS CORP$65.0M0.07%+75,574+18.0%
255PRFDPIMCO ETF TR$64.5M0.07%+193,747+17.9%
256VRSNVERISIGN INC$64.4M0.07%287,993−52.6%
257RSGREPUBLIC SVCS INC$64.3M0.07%2,996−1.0%
258ULTAULTA BEAUTY INC$63.8M0.07%+47,166+62.9%
259BSYBENTLEY SYS INC$63.7M0.07%+1,814,302NEW
260XLESELECT SECTOR SPDR TR$63.7M0.07%91,300−8.1%
261VRTVERTIV HOLDINGS CO$63.6M0.07%160,623−38.8%
262MBBISHARES TR$63.5M0.07%39,337−5.6%
263WYWEYERHAEUSER CO$63.0M0.07%+511,100+24.7%
264GAPGAP INC$62.7M0.07%+1,142,928+78.9%
265FNVFRANCO NEV CORP$62.5M0.07%175,279−40.9%
266DLRDIGITAL RLTY TR INC$62.4M0.07%4,419−1.3%
267AMKRAMKOR TECHNOLOGY INC$62.3M0.07%+376,799+37.4%
268WFC 7.5 PERP LWELLS FARGO & CO$62.3M0.07%HELD
269HDVISHARES TR$62.1M0.07%+391,700+596.2%
270STLDSTEEL DYNAMICS INC$62.0M0.07%+67,898+24.6%
271JLLJONES LANG LASALLE INC$61.8M0.06%+4,234+2.1%
272EXPEEXPEDIA GROUP INC$61.7M0.06%+106,151+65.9%
273MURMURPHY OIL CORP$61.6M0.06%+577,031+62.9%
274AEPAMERICAN ELEC PWR CO INC$61.0M0.06%+47,538+11.4%
275CMECME GROUP INC$60.9M0.06%120,498−36.9%
276EXPDEXPEDITORS INTL WASH INC$60.7M0.06%56,951−11.8%
277ADIANALOG DEVICES INC$60.5M0.06%146,992−43.6%
278YSSYORK SPACE SYSTEMS INC$60.5M0.06%+2,726,783NEW
279UHSUNIVERSAL HLTH SVCS INC$59.5M0.06%+51,613+18.4%
280OREALTY INCOME CORP$59.3M0.06%+28,530+3.0%
281CDNSCADENCE DESIGN SYSTEM INC$59.1M0.06%+105,417+98.3%
282LUMNLUMEN TECHNOLOGIES INC$59.0M0.06%+122,339+1.5%
283VIPSVIPSHOP HLDGS LTD$58.7M0.06%+299,125+8.7%
284BABAALIBABA GROUP HLDG LTD$58.4M0.06%22,805−4.7%
285XYLXYLEM INC$57.6M0.06%130,657−21.3%
286MMSMAXIMUS INC$57.4M0.06%+287,095+47.2%
287LHLABCORP HOLDINGS INC$57.3M0.06%27,741−11.4%
288ABNBAIRBNB INC$57.2M0.06%+161,966+55.7%
289QRVOQORVO INC$57.0M0.06%+45,495+6.6%
290STTSTATE STR CORP$56.9M0.06%+87,494+24.1%
291MOSMOSAIC CO$56.8M0.06%52,320−2.3%
292FFORD MTR CO$56.4M0.06%470,403−8.8%
293CPRICAPRI HOLDINGS LIMITED$55.9M0.06%+819,466+34.8%
294VMIVALMONT INDS INC$55.6M0.06%116,385−45.5%
295BABOEING CO$55.4M0.06%+70,765+34.1%
296FOXAFOX CORP$55.0M0.06%94,056−9.1%
297TMUST-MOBILE US INC$55.0M0.06%62,901−19.4%
298SLVISHARES SILVER TR$54.5M0.06%+600,000+300.0%
299ENSENERSYS$54.0M0.06%31,122−9.1%
300TDCTERADATA CORP DEL$53.7M0.06%+453,910+27.6%
301IQVIQVIA HLDGS INC$53.7M0.06%22,343−6.6%
302SAICSCIENCE APPLICATIONS INTL CO$53.6M0.06%+240,474+74.2%
303TXNTEXAS INSTRS INC$53.5M0.06%+95,848+53.4%
304DINOHF SINCLAIR CORP$53.4M0.06%+495,047+137.4%
305ALBALBEMARLE CORP$53.2M0.06%121,163−29.0%
306FFIVF5 INC$52.8M0.06%181,951−49.9%
307SMHVANECK ETF TRUST$52.7M0.06%+39,660+40.6%
308WMSADVANCED DRAIN SYS INC DEL$52.3M0.05%96,484−20.2%
309PNRPENTAIR PLC$52.3M0.05%13,679−2.2%
310TTEKTETRA TECH INC NEW$52.1M0.05%+143,152+9.0%
311LOWLOWES COS INC$51.9M0.05%+1,941+0.9%
312ARWARROW ELECTRS INC$51.9M0.05%23,404−6.1%
313PODDINSULET CORP$51.9M0.05%39,007−13.6%
314COFCAPITAL ONE FINL CORP$51.7M0.05%124,063−30.4%
315TECKTECK RESOURCES LTD$51.5M0.05%+619,501+163.5%
316DXCMDEXCOM INC$51.5M0.05%32,975−3.9%
317CPCANADIAN PACIFIC KANSAS CITY$51.2M0.05%44,131−6.3%
318ETENERGY TRANSFER L P$51.2M0.05%+497,967+23.1%
319PANWPALO ALTO NETWORKS INC$51.2M0.05%89,408−21.9%
320UNPUNION PAC CORP$50.8M0.05%+38,562+22.6%
321PSXPHILLIPS 66$50.7M0.05%206,138−42.6%
322AERAERCAP HOLDINGS NV$50.6M0.05%+126,159+52.0%
323MRNAMODERNA INC$50.2M0.05%+971,107+5455.4%
324PSAPUBLIC STORAGE OPER CO$50.1M0.05%+7,763+4.4%
325PNCPNC FINL SVCS GROUP INC$49.9M0.05%+11,215+4.9%
326ETSYETSY INC$49.8M0.05%+145,103+17.0%
327VISNVISTANCE NETWORKS INC$49.5M0.05%+399,083+17.2%
328SNXTD SYNNEX CORPORATION$49.3M0.05%+121,821+71.5%
329RTXRTX CORPORATION$48.7M0.05%7,224−2.8%
330ASOACADEMY SPORTS & OUTDOORS IN$48.6M0.05%+103,626+13.7%
331CTVACORTEVA INC$48.6M0.05%+473,850+443.0%
332FLSFLOWSERVE CORP$48.0M0.05%72,894−10.0%
333TERTERADYNE INC$47.9M0.05%204,224−55.8%
334CCITIGROUP INC$47.5M0.05%+57,737+16.0%
335EAELECTRONIC ARTS INC$47.4M0.05%+11,462+5.2%
336MPLXMPLX LP$47.3M0.05%HELD
337KSSKOHLS CORP$46.3M0.05%+505,222+16.4%
338ENBENBRIDGE INC$45.9M0.05%144,618−14.5%
339RDNRADIAN GROUP INC$45.7M0.05%82,057−5.6%
340OGEOGE ENERGY CORP$45.4M0.05%150,025−13.7%
341RGLDROYAL GOLD INC$45.4M0.05%+6,099+3.5%
342ADTADT INC DEL$45.0M0.05%7,307,221−51.6%
343EVRGEVERGY INC$45.0M0.05%57,391−9.5%
344VTRVENTAS INC$44.9M0.05%+35,413+6.9%
345CTASCINTAS CORP$44.4M0.05%+49,707+23.4%
346NSCNORFOLK SOUTHN CORP$44.3M0.05%+28,455+22.6%
347MINTPIMCO ETF TR$44.3M0.05%+286,287+186.0%
348WSTWEST PHARMACEUTICAL SVSC INC$44.3M0.05%+152,310+628.1%
349CNOCNO FINL GROUP INC$44.1M0.05%208,034−16.2%
350EMBISHARES TR$44.0M0.05%99,422−17.5%
351BEBLOOM ENERGY CORP$43.9M0.05%+280,314+639.9%
352HONHONEYWELL INTL INC$43.9M0.05%18,290−8.6%
353ZIONZIONS BANCORPORATION NATL AS$43.7M0.05%500,211−39.8%
354MSMMSC INDL DIRECT INC$43.5M0.05%+164,473+53.5%
355EMREMERSON ELEC CO$43.5M0.05%25,531−7.1%
356AEOAMERICAN EAGLE OUTFITTERS IN$43.2M0.05%+2,581,574+32669.9%
357NOCNORTHROP GRUMMAN CORP$43.1M0.05%+3,918+6.6%
358LDOSLEIDOS HOLDINGS INC$42.5M0.04%+95,441+53.6%
359SNDKSANDISK CORP$42.5M0.04%+11,107+19.9%
360OTISOTIS WORLDWIDE CORP$42.4M0.04%+90,961+19.8%
361FIVEFIVE BELOW INC$42.0M0.04%3,042−1.6%
362AFGAMERICAN FINANCIAL GROUP INC$41.8M0.04%+17,927+5.8%
363CLSCELESTICA INC$41.6M0.04%79,197−34.9%
364VSCOVICTORIAS SECRET AND CO$41.3M0.04%188,633−17.5%
365CRWDCROWDSTRIKE HLDGS INC$41.3M0.04%7,039−6.2%
366MGAMAGNA INTL INC$41.2M0.04%+135,664+22.4%
367CNMCORE & MAIN INC$41.0M0.04%+144,325+21.1%
368EXELEXELIXIS INC$40.9M0.04%504,999−34.6%
369BCBRUNSWICK CORP$40.9M0.04%+205,557+57.6%
370RYROYAL BK CDA$40.9M0.04%+61,186+31.8%
371GGENPACT LIMITED$40.8M0.04%363,448−24.9%
372AAGILENT TECHNOLOGIES INC$40.8M0.04%317,847−47.0%
373SYKSTRYKER CORPORATION$40.7M0.04%+7,259+6.2%
374RIVNRIVIAN AUTOMOTIVE INC$40.7M0.04%+1,305,857+93.5%
375FRFIRST INDL RLTY TR INC$40.5M0.04%+17,126+2.5%
376IPGPIPG PHOTONICS CORP$40.4M0.04%+98,099+38.5%
377AKAMAKAMAI TECHNOLOGIES INC$39.9M0.04%+195,340+128.5%
378IEXIDEX CORP$39.8M0.04%+114,308+119.7%
379STLASTELLANTIS N.V$39.2M0.04%+3,621,413+189.2%
380KFYKORN FERRY$39.2M0.04%+332,716+114.4%
381PRGPROG HOLDINGS INC$39.2M0.04%34,154−2.4%
382CSNCSG SYS INTL INC$39.2M0.04%+105,228+27.3%
383HPHELMERICH & PAYNE INC$39.0M0.04%+377,055+53.4%
384ATIATI INC$39.0M0.04%+25,323+10.4%
385SHOPSHOPIFY INC$38.9M0.04%102,759−23.8%
386MCOMOODYS CORP$38.7M0.04%+41,702+88.9%
387FSLRFIRST SOLAR INC$38.3M0.04%+42,322+27.8%
388CXWCORECIVIC INC$38.2M0.04%+91,674+4.8%
389EPDENTERPRISE PRODS PARTNERS L$38.0M0.04%20,262−2.0%
390NTCTNETSCOUT SYS INC$37.7M0.04%+64,553+5.8%
391SPYSTATE STR SPDR S&P 500 ETF T$37.3M0.04%41,700−42.1%
392ROKUROKU INC$37.1M0.04%+17,032+4.5%
393CRHCRH PLC$36.6M0.04%385,016−52.5%
394MGMMGM RESORTS INTERNATIONAL$36.6M0.04%57,485−5.5%
395YELPYELP INC$36.5M0.04%+309,056+26.5%
396VSHVISHAY INTERTECHNOLOGY INC$36.4M0.04%12,009−0.6%
397PDDPDD HOLDINGS INC$36.3M0.04%335,460−48.5%
398AMPAMERIPRISE FINL INC$36.3M0.04%+31,578+62.9%
399OMFONEMAIN HLDGS INC$36.1M0.04%+193,856+40.3%
400CHRWC H ROBINSON WORLDWIDE IN$36.1M0.04%68,030−23.8%
401NNNNNN REIT INC$36.1M0.04%+40,299+4.9%
402SNPSSYNOPSYS INC$35.6M0.04%20,598−18.6%
403FERFERROVIAL SE$35.5M0.04%+45,614+8.9%
404AVBAVALONBAY CMNTYS INC$35.3M0.04%+993+0.5%
405LYBLYONDELLBASELL INDUSTRIES NV$35.3M0.04%362,595−45.3%
406DHRDANAHER CORP DEL$35.2M0.04%+20,793+12.6%
407PBFPBF ENERGY INC$35.2M0.04%+247,824+50.4%
408ACMAECOM$35.2M0.04%+376,920+982.4%
409MICCMAGNUM ICE CREAM CO NV$35.1M0.04%+1,475,049+160.3%
410CVECENOVUS ENERGY INC$35.1M0.04%418,712−23.9%
411PHMPULTE GROUP INC$34.7M0.04%32,638−10.0%
412PRPERMIAN RESOURCES CORP$34.7M0.04%+459,025+39.4%
413CCKCROWN HLDGS INC$34.4M0.04%38,766−10.1%
414IEIISHARES TR$34.3M0.04%+44,100+18.0%
415XRAYDENTSPLY SIRONA INC$34.2M0.04%+985,438+50.3%
416FELEFRANKLIN ELEC INC$33.9M0.04%57,410−13.5%
417AIGAMERICAN INTL GROUP INC$33.9M0.04%366,815−44.9%
418TRPTC ENERGY CORP$33.8M0.04%+1,912+0.4%
419GLGLOBE LIFE INC$33.7M0.04%127,545−34.5%
420WDCWESTERN DIGITAL CORP$33.7M0.04%129,597−51.0%
421UNMUNUM GROUP$33.6M0.04%694,293−60.1%
422NXTNEXTPOWER INC$33.6M0.04%325,534−53.9%
423LECOLINCOLN ELEC HLDGS INC$33.5M0.04%138,579−50.8%
424GRMNGARMIN LTD$33.4M0.04%+63,693+79.3%
425CVICVR ENERGY INC$33.4M0.04%+335,770+51.1%
426WBSWEBSTER FINL CORP$33.3M0.03%+375,471+359.7%
427ACGLARCH CAP GROUP LTD$33.3M0.03%+116,111+50.3%
428NWSANEWS CORP NEW$33.2M0.03%+913,800+218.7%
429APAAPA CORPORATION$33.2M0.03%+359,430+85.0%
430WERNWERNER ENTERPRISES INC$32.9M0.03%+302,825+37.2%
431BAPCREDICORP LTD$32.8M0.03%+22,270+29.9%
432CORPPIMCO ETF TR$32.8M0.03%+41,879+14.1%
433RRXREGAL REXNORD CORPORATION$32.7M0.03%+174,848NEW
434BIIBBIOGEN INC$32.6M0.03%69,673−28.1%
435CEGCONSTELLATION ENERGY CORP$32.5M0.03%26,345−18.5%
436UNITUNITI GROUP LLC$32.4M0.03%+2,342+0.1%
437MWAMUELLER WTR PRODS INC$32.1M0.03%392,005−25.1%
438SLABSILICON LABORATORIES INC$32.1M0.03%+32,642+26.9%
439AIZASSURANT INC$32.0M0.03%+93,837+177.4%
440BENFRANKLIN RESOURCES INC$31.9M0.03%+145,460+12.1%
441EVREVERCORE INC$31.7M0.03%+65,239+159.4%
442AAPADVANCE AUTO PARTS INC$31.6M0.03%89,557−13.0%
443AESAES CORP$31.6M0.03%+2,239,993NEW
444CWCURTISS WRIGHT CORP$31.5M0.03%+18,447+66.4%
445KVUEKENVUE INC$31.3M0.03%+850+0.0%
446HWMHOWMET AEROSPACE INC$31.3M0.03%34,994−20.5%
447FEZSPDR INDEX SHS FDS$31.0M0.03%+181,800+57.1%
448GFIGOLD FIELDS LTD$30.9M0.03%+49,486+7.8%
449AWKAMERICAN WTR WKS CO INC NEW$30.8M0.03%195,831−46.4%
450ASAMER SPORTS INC$30.8M0.03%+934,410NEW
451BIOBIO RAD LABS INC$30.7M0.03%+37+0.0%
452INGRINGREDION INC$30.7M0.03%339,523−55.5%
453HBMHUDBAY MINERALS INC$30.5M0.03%866,973−37.2%
454PAASPAN AMERN SILVER CORP$30.4M0.03%+63,371+12.8%
455DDOGDATADOG INC$30.3M0.03%+82,521+47.3%
456CBRLCRACKER BARREL OLD CTRY STOR$30.2M0.03%+395,335+58.3%
457NXPINXP SEMICONDUCTORS N V$30.1M0.03%+27,338+21.8%
458MPTMEDICAL PROPERTIES TRUST INC$30.0M0.03%367,334−5.4%
459ESNTESSENT GROUP LTD$29.9M0.03%+12,682+2.5%
460CINFCINCINNATI FINL CORP$29.9M0.03%+59,223+45.3%
461AVTAVNET INC$29.5M0.03%40,205−7.7%
462PVHPVH CORPORATION$29.5M0.03%+59,528+16.4%
463BXBLACKSTONE INC$29.4M0.03%+40,407+18.7%
464NMIHNMI HLDGS INC$29.4M0.03%+23,287+3.1%
465GEHCGE HEALTHCARE TECHNOLOGIES I$29.3M0.03%264,742−39.1%
466ANFABERCROMBIE & FITCH CO$29.3M0.03%+128,673+67.0%
467MLIMUELLER INDS INC$29.3M0.03%+18,271+7.4%
468RNRRENAISSANCERE HLDGS LTD$29.2M0.03%+83,691+573.3%
469SBSCOMPANHIA DE SANEAMENTO BASI$29.1M0.03%+148,215+18.4%
470NEUNEWMARKET CORP$29.0M0.03%+5,600+14.1%
471ZIMZIM INTEGRATED SHIPPING SERV$29.0M0.03%402,532−26.8%
472CARAVIS BUDGET GROUP INC$28.9M0.03%+29,444+17.4%
473IVZINVESCO LTD$28.7M0.03%200,206−14.5%
474WMBWILLIAMS COS INC$28.5M0.03%+46,520+13.5%
475ALGNALIGN TECHNOLOGY INC$28.5M0.03%+95,577+135.5%
476EQREQUITY RESIDENTIAL$28.5M0.03%3,613−0.7%
477TOLTOLL BROTHERS INC$28.3M0.03%+1,485+0.7%
478WTRGESSENTIAL UTILS INC$28.3M0.03%625,793−47.1%
479VIAVVIAVI SOLUTIONS INC$28.3M0.03%1,039,282−55.0%
480AFLAFLAC INC$28.2M0.03%245,100−48.8%
481EXREXTRA SPACE STORAGE INC$28.2M0.03%+3,937+1.9%
482PPLPPL CORP$28.1M0.03%+83,988+12.9%
483VFCV F CORP$28.0M0.03%170,346−9.4%
484TDTORONTO DOMINION BK ONT$27.8M0.03%+191,473+178.9%
485DXJWISDOMTREE TR$27.5M0.03%+138,900+399.1%
486WTSWATTS WATER TECHNOLOGIES INC$27.5M0.03%119,996−55.9%
487DOCUDOCUSIGN INC$27.4M0.03%158,117−21.5%
488GVIISHARES TR$27.2M0.03%+27+0.0%
489ANAUTONATION INC$27.2M0.03%9,400−6.3%
490LITELUMENTUM HLDGS INC$27.2M0.03%35,594−47.9%
491URIUNITED RENTALS INC$27.1M0.03%9,390−20.1%
492ICEINTERCONTINENTAL EXCHANGE IN$26.8M0.03%129,257−43.2%
493CVSACOVISTA INC$26.8M0.03%293,749−55.8%
494MGRCMCGRATH RENTCORP$26.8M0.03%14,882−5.8%
495CIMCHIMERA INVT CORP$26.7M0.03%+260,842+14.0%
496XLPSELECT SECTOR SPDR TR$26.5M0.03%+323,300NEW
497VGKVANGUARD INTL EQUITY INDEX F$26.4M0.03%49,300−13.3%
498AXONAXON ENTERPRISE INC$26.3M0.03%+708+1.2%
499RINGISHARES INC$26.3M0.03%108,518−24.6%
500DISH 3.375 08/15/26DISH NETWORK CORPORATION$26.2M0.03%HELD

Source: SEC EDGAR · accession 0001193125-26-216255. 13F discloses long positions only — shorts, foreign equities, and options are excluded.