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Institutional

ALLIANZ SE

CIK 0001127508
$9.02B
Reported AUM
473
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · ALLIANZ SE · Q1 2026

AI · grounded in 13F

ALLIANZ SE established a new position in PAAA with a capital allocation of $542.7M. The fund also opened a new position in XLK worth $14.3M and increased its holdings in JAAA by 52.1%. Conversely, the fund reduced its exposure to VOO by 38.6% and SPY by 29.3%.

Portfolio · Q1 2026

JAAA$2.02BIVV$1.15BLQD$856.9MPAAA$542.7MNEMVCLTOther$3.23BAS

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$2.02B22.40%+13,741,300+52.1%
2IVVISHARES TR$740.91-2.62%24.60%80.03%$1.15B12.80%+70,669+4.2%
3LQDISHARES TR$108.17-0.62%6.23%-3.50%$856.9M9.50%HELD
4PAAAPGIM ETF TR$51.350.06%5.61%19.01%$542.7M6.02%+10,604,500NEW
5NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$191.2M2.12%2,838−0.2%
6VCLTVANGUARD SCOTTSDALE FDS$74.740.29%7.59%-13.51%$180.5M2.00%HELD
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$149.1M1.65%47,341−5.2%
8QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$146.9M1.63%+24,594+10.7%
9AAPLAPPLE INC$307.34-1.25%51.31%116.17%$143.7M1.59%43,473−7.1%
10MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$136.6M1.51%+45,230+14.0%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$131.5M1.46%+8,250+1.8%
12BBARRICK MNG CORP$39.46-7.78%103.64%108.72%$131.4M1.46%+1,930+0.1%
13IAUISHARES GOLD TR$81.22-3.63%30.01%135.01%$118.7M1.32%+112,690+9.1%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$107.9M1.20%10,366−2.0%
15IGLBISHARES TR$49.52-0.76%7.69%-12.87%$80.5M0.89%HELD
16ALTIALTI GLOBAL INC$2.98-1.97%-23.09%-68.85%$78.6M0.87%+865,344+4.2%
17PFEPFIZER INC$26.041.36%19.31%-21.41%$74.7M0.83%+174,969+7.0%
18ACWIISHARES TR$155.670.83%24.80%63.87%$70.4M0.78%10,391−2.0%
19PMPHILIP MORRIS INTL INC$178.291.89%1.58%123.17%$62.8M0.70%+55+0.0%
20EZUISHARES INC$68.411.15%16.74%53.90%$61.8M0.69%+28,886+3.0%
21GOOGALPHABET INC$365.76-0.95%109.82%172.71%$59.8M0.66%17,743−7.8%
22SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$54.9M0.61%34,905−29.3%
23JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$54.1M0.60%20,421−10.0%
24METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$50.7M0.56%+1,417+1.6%
25AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$47.2M0.52%18,624−10.9%
26AXPAMERICAN EXPRESS CO$310.66-0.60%3.78%93.56%$40.4M0.45%+3,375+2.6%
27LINLINDE PLC$507.900.09%9.24%76.81%$40.1M0.44%12,449−13.3%
28VFHVANGUARD WORLD FD$128.080.14%4.71%56.38%$32.3M0.36%+267,667+581884.8%
29TSLATESLA INC$391.00-6.56%32.48%70.69%$30.5M0.34%25,938−24.0%
30SHYISHARES TR$81.86-0.21%3.62%8.72%$30.2M0.33%+15,486+4.4%
31VOOVANGUARD INDEX FDS$678.00-2.59%$29.1M0.32%30,634−38.6%
32MAMASTERCARD INCORPORATED$491.081.93%$28.1M0.31%8,788−13.5%
33VVISA INC$323.571.06%$27.9M0.31%22,653−19.7%
34LLYELI LILLY & CO$1131.420.55%$27.2M0.30%12,334−29.4%
35CATCATERPILLAR INC$904.28-3.85%$26.1M0.29%10,971−23.0%
36TTETOTALENERGIES SE$88.71-1.62%$24.9M0.28%+16,305+6.5%
37VWOBVANGUARD WHITEHALL FDS$66.56-0.64%$24.8M0.27%HELD
38EMNTPIMCO ETF TR$98.67-0.03%$24.6M0.27%HELD
39CRBNISHARES TR$248.60-2.96%$24.3M0.27%HELD
40FDXFEDEX CORP$331.000.91%$24.3M0.27%+2,986+4.6%
41JNJJOHNSON & JOHNSON$232.772.02%$24.1M0.27%36,522−27.0%
42HYGISHARES TR$79.43-0.50%$23.9M0.26%HELD
43EEMISHARES TR$64.59-6.53%$23.7M0.26%+19,517+4.9%
44BRK/BBERKSHIRE HATHAWAY INC DEL$22.7M0.25%20,621−30.4%
45OWNSTIDAL TRUST III$17.26-0.43%$21.7M0.24%HELD
46NKENIKE INC$42.98-1.47%$20.9M0.23%HELD
47GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$20.9M0.23%+3,443+16.2%
48NFLXNETFLIX INC.$82.180.76%$20.6M0.23%+17,294+8.8%
49VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$20.0M0.22%+22,300+6.4%
50MCDMCDONALDS CORP$279.842.61%$19.7M0.22%341−0.5%
51DISDISNEY WALT CO$99.710.37%$19.0M0.21%+7,667+4.0%
52CSCOCISCO SYS INC$121.64-6.43%$18.6M0.21%5,703−2.3%
53UNHUNITEDHEALTH GROUP INC$399.470.76%$18.1M0.20%11,498−14.7%
54AMDADVANCED MICRO DEVICES INC$466.38-10.86%$17.4M0.19%9,651−10.2%
55FXIISHARES TR$34.75-2.03%$16.7M0.18%+29,777+6.8%
56AEMAGNICO EAGLE MINES LTD$163.66-7.41%$16.6M0.18%+907+1.1%
57COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$16.6M0.18%5,280−24.1%
58MARUAIM ETF PRODUCTS TRUST$29.420.00%$16.4M0.18%+419,412+218.2%
59ABBVABBVIE INC$227.231.02%$16.3M0.18%22,335−23.0%
60SLBSLB LIMITED$54.87-5.41%$16.1M0.18%+113,606+56.8%
61WMTWALMART INC$118.880.97%$16.0M0.18%61,795−32.5%
62SPYXSPDR SERIES TRUST$60.36-2.57%$15.8M0.18%HELD
63CCITIGROUP INC$132.47-1.98%$15.8M0.18%HELD
64ENBENBRIDGE INC$56.31-0.76%$15.8M0.18%+15,312+5.5%
65AMGNAMGEN INC$349.581.15%$15.5M0.17%+1,425+3.3%
66ORCLORACLE CORP$213.68-9.59%$15.4M0.17%+212+0.2%
67MSMORGAN STANLEY$211.93-2.90%$14.6M0.16%HELD
68ICLNISHARES TR$21.32-7.71%$14.4M0.16%+28,649+3.8%
69SPGIS&P GLOBAL INC$424.441.03%$14.4M0.16%+17,041+101.7%
70XLKSELECT SECTOR SPDR TR$180.30-6.66%$14.3M0.16%+107,309NEW
71XOPSPDR SERIES TRUST$165.99-2.94%$14.2M0.16%+15,300+24.3%
72MAYUAIM ETF PRODUCTS TRUST$33.870.00%$14.0M0.16%+365,784+355.9%
73NVBUAIM ETF PRODUCTS TRUST$30.610.00%$13.9M0.15%+404,364+450.4%
74AUGUAIM ETF PRODUCTS TRUST$31.350.00%$13.8M0.15%+386,110+381.2%
75CRMSALESFORCE INC$185.66-1.64%$13.6M0.15%+21,265+41.2%
76JNEUAIM ETF PRODUCTS TRUST$32.870.00%$13.5M0.15%+383,915+462.0%
77SRESEMPRA$91.421.20%$13.5M0.15%+17,929+14.8%
78HDHOME DEPOT INC$310.780.27%$13.5M0.15%305−0.7%
79JANUAIM ETF PRODUCTS TRUST$29.87-2.09%$13.4M0.15%+399,676+434.2%
80OCTUAIM ETF PRODUCTS TRUST$30.160.00%$13.4M0.15%+404,706+498.7%
81FEBUAIM ETF PRODUCTS TRUST$29.450.00%$13.4M0.15%+370,138+292.5%
82BLKBLACKROCK INC$995.60-2.64%$13.4M0.15%+2,841+25.7%
83WMT2WELLS FARGO & CO$13.4M0.15%39,150−18.9%
84PEPPEPSICO INC$141.92-0.16%$13.1M0.15%+9,077+12.0%
85QCOMQUALCOMM INC$215.94-10.98%$13.1M0.15%+35,380+53.4%
86MRKMERCK & CO INC$120.790.44%$12.9M0.14%731−0.7%
87ADIANALOG DEVICES INC$401.39-6.38%$12.9M0.14%HELD
88AZNASTRAZENECA PLC$185.952.28%$12.8M0.14%+66,248NEW
89BKFISHARES INC$39.430.13%$12.5M0.14%+5,245+1.7%
90ARLUAIM ETF PRODUCTS TRUST$31.650.00%$12.4M0.14%+385,644+850.2%
91SEPUAIM ETF PRODUCTS TRUST$30.69-2.54%$12.4M0.14%+327,810+288.9%
92MUMICRON TECHNOLOGY INC$864.01-13.25%$12.3M0.14%3,758−9.3%
93BACBANK AMERICA CORP$53.83-0.63%$12.1M0.13%84,631−25.5%
94TAT&T INC$22.75-0.09%$11.8M0.13%+68,409+20.2%
95HSYHERSHEY CO$184.581.02%$11.6M0.13%HELD
96DECUAIM ETF PRODUCTS TRUST$28.93-2.16%$11.4M0.13%+424,839+8496.8%
97JULUAIM ETF PRODUCTS TRUST$31.59-2.62%$11.4M0.13%+392,822+7856.4%
98WMWASTE MGMT INC DEL$220.400.63%$11.2M0.12%+43+0.1%
99SPBXAIM ETF PRODUCTS TRUST$28.87-0.77%$11.1M0.12%35,000−7.9%
100GHYGISHARES INC$45.03-0.46%$11.0M0.12%+2,043+0.8%
101XMESPDR SERIES TRUST$10.9M0.12%+15,500+18.1%
102IBMINTERNATIONAL BUSINESS MACHS$10.9M0.12%+4,755+11.8%
103TMUST-MOBILE US INC$10.9M0.12%+2,990+6.1%
104VRTXVERTEX PHARMACEUTICALS INC$10.7M0.12%1,260−5.0%
105CBCHUBB LTD SWITZ$10.7M0.12%HELD
106COHRCOHERENT CORP$10.6M0.12%6,567−12.9%
107EMREMERSON ELEC CO$10.5M0.12%2,820−3.4%
108TRPTC ENERGY CORP$10.3M0.11%+12,665+8.3%
109GEVGE VERNOVA INC$10.3M0.11%945−7.4%
110FCXFREEPORT MCMORAN INC$10.0M0.11%12,874−7.1%
111PGPROCTER & GAMBLE CO$9.9M0.11%37,895−35.5%
112NEENEXTERA ENERGY INC$9.9M0.11%90,434−46.0%
113DEDEERE & CO$9.8M0.11%HELD
114RACEFERRARI N V$9.7M0.11%3,361−10.5%
115GDXVANECK ETF TRUST$9.7M0.11%+4,800+4.7%
116ISRGINTUITIVE SURGICAL INC$9.6M0.11%2,045−9.0%
117PHPARKER-HANNIFIN CORP$9.6M0.11%HELD
118SPGSIMON PPTY GROUP INC NEW$9.4M0.10%HELD
119LOWLOWES COS INC$9.3M0.10%+2,262+6.1%
120HWMHOWMET AEROSPACE INC$9.3M0.10%HELD
121PLTRPALANTIR TECHNOLOGIES INC$9.2M0.10%14,490−18.8%
122IEMGISHARES INC$9.1M0.10%+2,500+1.9%
123ADBEADOBE INC$9.1M0.10%2,288−5.7%
124ABTABBOTT LABORATORIES$9.1M0.10%2,774−3.0%
125CVSCVS HEALTH CORP$9.1M0.10%+48,568+62.5%
126EXCEXELON CORP$8.7M0.10%+6,503+3.8%
127SCHWSCHWAB CHARLES CORP$8.5M0.09%HELD
128KOCOCA COLA CO$8.5M0.09%HELD
129CLCOLGATE PALMOLIVE CO$8.2M0.09%2,570−2.6%
130AIGAMERICAN INTL GROUP INC$8.2M0.09%HELD
131TSMTAIWAN SEMICONDUCTOR MANUFAC$8.1M0.09%2,648−10.0%
132UNPUNION PAC CORP$7.8M0.09%+580+1.8%
133SIXPAIM ETF PRODUCTS TRUST$7.8M0.09%+243,434+4868.7%
134SIXFAIM ETF PRODUCTS TRUST$7.7M0.09%+240,242+4804.8%
135SIXJAIM ETF PRODUCTS TRUST$7.7M0.09%+223,485+4469.7%
136SIXZAIM ETF PRODUCTS TRUST$7.6M0.08%+242,483+1166.9%
137VTWOVANGUARD SCOTTSDALE FDS$7.6M0.08%+76,000NEW
138KLACKLA CORP$7.6M0.08%629−10.9%
139TMOTHERMO FISHER SCIENTIFIC INC$7.6M0.08%1,131−6.8%
140SPBWAIM ETF PRODUCTS TRUST$7.5M0.08%60,000−17.8%
141METMETLIFE INC$7.5M0.08%HELD
142SIXDAIM ETF PRODUCTS TRUST$7.5M0.08%+258,663+5173.3%
143INTUINTUIT$7.4M0.08%+2,065+13.6%
144SIXOAIM ETF PRODUCTS TRUST$7.4M0.08%+213,372+4267.4%
145MDLZMONDELEZ INTL INC$7.4M0.08%+21,804+20.6%
146PLDPROLOGIS INC.$7.2M0.08%HELD
147SHOPSHOPIFY INC$7.2M0.08%+37+0.1%
148ANGLVANECK ETF TRUST$7.1M0.08%HELD
149AZOAUTOZONE INC$7.1M0.08%HELD
150BABOEING CO$7.1M0.08%+30,380+582.7%
151DSIISHARES TR$7.0M0.08%+4,014+7.5%
152RCLROYAL CARIBBEAN GROUP$6.8M0.07%220−0.9%
153DHRDANAHER CORP DEL$6.7M0.07%+4,350+14.0%
154MDTMEDTRONIC PLC$6.7M0.07%5,877−7.1%
155UPSUNITED PARCEL SVCS INC$6.7M0.07%78−0.1%
156CITHE CIGNA GROUP$6.5M0.07%1,673−6.4%
157DVNDEVON ENERGY CORP NEW$6.5M0.07%+128,569NEW
158WCNWASTE CONNECTIONS INC$6.3M0.07%HELD
159BKRBAKER HUGHES COMPANY$6.3M0.07%+33,610+48.7%
160UBERUBER TECHNOLOGIES INC$6.2M0.07%82,788−49.1%
161ADPAUTOMATIC DATA PROCESSING IN$6.1M0.07%1,025−3.3%
162ACNACCENTURE PLC IRELAND$5.8M0.06%+5,277+21.8%
163NOWSERVICENOW INC$5.8M0.06%+15,321+38.4%
164BMYBRISTOL-MYERS SQUIBB CO$5.7M0.06%9,817−9.5%
165DASHDOORDASH INC$5.6M0.06%HELD
166AMTAMERICAN TOWER CORP$5.5M0.06%250−0.8%
167CMCSACOMCAST CORP NEW$5.5M0.06%+18,820+10.9%
168STTSTATE STR CORP$5.4M0.06%+24,848+137.5%
169LEUCENTRUS ENERGY CORP$5.4M0.06%+19,828+178.7%
170PBWINVESCO EXCHANGE TRADED FD T$5.3M0.06%HELD
171JULWAIM ETF PRODUCTS TRUST$5.3M0.06%+132,398+2648.0%
172ANETARISTA NETWORKS INC$5.3M0.06%HELD
173JUNWAIM ETF PRODUCTS TRUST$5.3M0.06%+154,439+3088.8%
174MAYWAIM ETF PRODUCTS TRUST$5.3M0.06%+152,241+3044.8%
175DECWAIM ETF PRODUCTS TRUST$5.3M0.06%+152,894+3057.9%
176MARWAIM ETF PRODUCTS TRUST$5.3M0.06%+149,690+2993.8%
177AUGWAIM ETF PRODUCTS TRUST$5.3M0.06%+158,930+3178.6%
178SEPWAIM ETF PRODUCTS TRUST$5.3M0.06%+161,299+3226.0%
179SPIBSPDR SERIES TRUST$5.3M0.06%7,500−4.6%
180OCTWAIM ETF PRODUCTS TRUST$5.3M0.06%+131,494+2629.9%
181APRWAIM ETF PRODUCTS TRUST$5.2M0.06%+144,229+3605.7%
182FEBWAIM ETF PRODUCTS TRUST$5.2M0.06%+151,481+3029.6%
183NVBWAIM ETF PRODUCTS TRUST$5.2M0.06%+151,274+3025.5%
184JANWAIM ETF PRODUCTS TRUST$5.2M0.06%+138,996+5559.8%
185FNVFRANCO NEV CORP$5.1M0.06%818−3.8%
186QBSFAIM ETF PRODUCTS TRUST$5.0M0.06%HELD
187JANIAIM ETF PRODUCTS TRUST$4.9M0.05%+198,906NEW
188DBDEUTSCHE BK AG$4.8M0.05%+126,960+362.7%
189APHAMPHENOL CORP$4.8M0.05%HELD
190MFGMIZUHO FINANCIAL GROUP INC$4.7M0.05%+5,000+0.8%
191CRWDCROWDSTRIKE HLDGS INC$4.7M0.05%300−2.5%
192XYZBLOCK INC$4.6M0.05%+235+0.3%
193FERFERROVIAL SE$4.6M0.05%HELD
194AIOOAIM ETF PRODUCTS TRUST$4.6M0.05%7,500−4.0%
195BKBANK NEW YORK MELLON CORP$4.6M0.05%HELD
196MCOMOODYS CORP$4.4M0.05%HELD
197SMFGSUMITOMO MITSUI FIN GRP INC$4.4M0.05%+1,970+0.9%
198SESEA LTD$4.4M0.05%1,473−2.7%
199MUFGMITSUBISHI UFJ FINANCIAL GRO$4.3M0.05%HELD
200BMRNBIOMARIN PHARMACEUTICAL INC$4.1M0.05%+28,400+63.1%
201CNHCNH INDL N V$4.1M0.05%+220,000+142.8%
202ELVELEVANCE HEALTH INC FORMERLY$4.1M0.04%1,678−10.8%
203HALHALLIBURTON CO$4.0M0.04%+92,726+858.6%
204BABAALIBABA GROUP HLDG LTD$3.9M0.04%13,208−29.6%
205ZBHZIMMER BIOMET HOLDINGS INC$3.9M0.04%HELD
206MOSMOSAIC CO$3.8M0.04%+93,850+165.2%
207MELIMERCADOLIBRE INC$3.7M0.04%+31+1.5%
208ATKRATKORE INC$3.7M0.04%HELD
209CVXCHEVRON CORPORATION$3.6M0.04%1,180−6.3%
210EXREXTRA SPACE STORAGE INC$3.5M0.04%HELD
211GEGE AEROSPACE$3.5M0.04%29,663−70.4%
212CBRECBRE GROUP INC$3.4M0.04%HELD
213SNPSSYNOPSYS INC$3.3M0.04%+14+0.2%
214GWWWW GRAINGER INC$3.2M0.04%HELD
215AGIALAMOS GOLD INC$3.2M0.04%10,517−12.8%
216HUMHUMANA INC$3.1M0.03%+3,900+27.9%
217ADMARCHER DANIELS MIDLAND CO$3.1M0.03%+11,021+35.3%
218TDGTRANSDIGM GROUP INC$3.0M0.03%HELD
219MPMP MATERIALS CORP$3.0M0.03%+22,430+56.4%
220ATOATMOS ENERGY CORP$3.0M0.03%HELD
221CEGCONSTELLATION ENERGY CORP$2.8M0.03%11,466−53.4%
222PCARPACCAR INC$2.7M0.03%HELD
223EWZISHARES INC$2.7M0.03%+5,020+7.8%
224TXNTEXAS INSTRS INC$2.7M0.03%+8,227+151.5%
225ESEVERSOURCE ENERGY$2.6M0.03%+13,622+55.4%
226FLAOAIM ETF PRODUCTS TRUST$2.6M0.03%10,000−9.3%
227ECLECOLAB INC$2.6M0.03%+6,994+263.5%
228KEYSKEYSIGHT TECHNOLOGIES INC$2.5M0.03%HELD
229MSCIMSCI INC$2.5M0.03%HELD
230TELTE CONNECTIVITY PLC$2.4M0.03%4,961−29.8%
231COPCONOCOPHILLIPS$2.4M0.03%+13,638+305.2%
232IRINGERSOLL RAND INC$2.3M0.03%HELD
233ETNEATON CORP PLC$2.3M0.03%+2,777+77.6%
234CSGPCOSTAR GROUP INC$2.3M0.03%HELD
235TDYTELEDYNE TECHNOLOGIES INC$2.2M0.02%HELD
236VMCVULCAN MATLS CO$2.2M0.02%HELD
237CTVACORTEVA INC$2.2M0.02%HELD
238NVRNVR INC$2.0M0.02%HELD
239CARRCARRIER GLOBAL CORPORATION$2.0M0.02%HELD
240INTCINTEL CORP$2.0M0.02%29,707−39.7%
241EFXEQUIFAX INC$2.0M0.02%HELD
242XYLXYLEM INC$2.0M0.02%+75+0.5%
243YUMYUM BRANDS INC$1.9M0.02%3,578−22.2%
244DOVDOVER CORP$1.9M0.02%HELD
245TGTTARGET CORP$1.8M0.02%+15,247NEW
246TSNTYSON FOODS INC$1.8M0.02%+28,346NEW
247ROKROCKWELL AUTOMATION INC$1.8M0.02%HELD
248MPCMARATHON PETE CORP$1.8M0.02%+7,195NEW
249WFRDWEATHERFORD INTL PLC$1.8M0.02%+18,447+30241.0%
250IGSBISHARES TR$1.7M0.02%HELD
251VRSNVERISIGN INC$1.7M0.02%HELD
252BSXBOSTON SCIENTIFIC CORP$1.7M0.02%+8,484+46.2%
253PPGPPG INDS INC$1.7M0.02%+5,880+60.2%
254NTAPNETAPP INC$1.6M0.02%HELD
255WELLWELLTOWER INC$1.6M0.02%34,127−80.5%
256CPRTCOPART INC$1.6M0.02%HELD
257NXPINXP SEMICONDUCTORS N V$1.6M0.02%2,651−24.5%
258IRENIREN LIMITED$1.6M0.02%3,899−7.7%
259MOALTRIA GROUP INC$1.6M0.02%+1,336+5.9%
260CCJCAMECO CORP$1.6M0.02%+14,050+3621.1%
261CMGCHIPOTLE MEXICAN GRILL INC$1.6M0.02%HELD
262EWEDWARDS LIFESCIENCES CORP$1.5M0.02%+8,727+88.5%
263AMATAPPLIED MATLS INC$1.5M0.02%6,125−58.9%
264MMM3M CO$1.4M0.02%+680+7.3%
265SPBUAIM ETF PRODUCTS TRUST$1.4M0.02%100,000−65.3%
266AOSSMITH A O CORP$1.4M0.02%HELD
267SYYSYSCO CORP$1.3M0.01%HELD
268VTRVENTAS INC$1.3M0.01%820−4.9%
269EOGEOG RES INC$1.3M0.01%+6,542+271.5%
270KRKROGER CO$1.3M0.01%+17,875NEW
271LNGCHENIERE ENERGY INC$1.3M0.01%+2,360+107.8%
272KGCKINROSS GOLD CORP$1.3M0.01%+27,387+187.2%
273EDCONSOLIDATED EDISON INC$1.3M0.01%+9,653+661.2%
274SNDKSANDISK CORP$1.3M0.01%+1,968NEW
275ALCALCON AG$1.2M0.01%3,240−16.5%
276HRLHORMEL FOODS CORP$1.2M0.01%+52,951NEW
277STLASTELLANTIS N.V$1.1M0.01%+730+0.5%
278RTXRTX CORPORATION$1.1M0.01%44,365−88.2%
279BDXBECTON DICKINSON & CO$1.1M0.01%HELD
280LRCXLAM RESEARCH CORP$1.1M0.01%6,036−53.2%
281CORCENCORA INC$1.1M0.01%+510+16.9%
282DDDUPONT DE NEMOURS INC$1.1M0.01%HELD
283PAYXPAYCHEX INC$1.1M0.01%HELD
284DDOMINION ENERGY INC$1.0M0.01%HELD
285TRVTRAVELERS COMPANIES INC$1.0M0.01%+3,532NEW
286XOMEXXON MOBIL CORP$1.0M0.01%43,300−87.7%
287FSLRFIRST SOLAR INC$1.0M0.01%+1,502+40.5%
288EQTEQT CORP$1.0M0.01%+16,017NEW
289STLDSTEEL DYNAMICS INC$1.0M0.01%+3,675+190.4%
290MARMARRIOTT INTL INC NEW$1.0M0.01%710−18.7%
291MINTPIMCO ETF TR$989K0.01%HELD
292ECECOPETROL S A$986K0.01%+65,786NEW
293NUENUCOR CORP$977K0.01%+3,137+118.8%
294MRVLMARVELL TECHNOLOGY INC$953K0.01%+60+0.6%
295TDTORONTO DOMINION BK ONT$931K0.01%650−6.1%
296HYSPIMCO ETF TR$931K0.01%HELD
297FLOTISHARES TR$930K0.01%HELD
298SDASEALED AIR CORP NEW$929K0.01%+22,084NEW
299FANGDIAMONDBACK ENERGY INC$881K0.01%+4,456NEW
300CORPPIMCO ETF TR$871K0.01%HELD
301HCAHCA HEALTHCARE INC$866K0.01%1,502−45.1%
302SBACSBA COMMUNICATIONS CORP$851K0.01%+4,942NEW
303HLTHILTON WORLDWIDE HLDGS INC$848K0.01%400−12.5%
304SGISOMNIGROUP INTERNATIONAL INC$830K0.01%+11,223NEW
305HPQHP INC$829K0.01%+43,130NEW
306VLOVALERO ENERGY CORP$825K0.01%+3,280+5754.4%
307ITWILLINOIS TOOL WKS INC$824K0.01%+3,167NEW
308OKEONEOK INC NEW$822K0.01%+9,090NEW
309SHVISHARES TR$821K0.01%+7,090+2031.5%
310TJXTJX COS INC NEW$787K0.01%+4,925NEW
311APPAPPLOVIN CORP$784K0.01%+1,320+203.4%
312CCL1EURCARNIVAL CORP$780K0.01%+30,150NEW
313IGIBISHARES TR$777K0.01%HELD
314VZVERIZON COMMUNICATIONS INC$776K0.01%+1,237+8.7%
315CNQCANADIAN NAT RES LTD MED TER$773K0.01%+15,902NEW
316ROPROPER TECHNOLOGIES INC$761K0.01%+290+15.6%
317WMBWILLIAMS COS INC$758K0.01%+10,409NEW
318DALDELTA AIR LINES INC$753K0.01%+11,107+5190.2%
319GDGENERAL DYNAMICS CORP$702K0.01%+467+29.6%
320QGENQIAGEN NV$699K0.01%+17,504NEW
321UALUNITED AIRLS HLDGS INC$665K0.01%+7,220NEW
322KTOSKRATOS DEFENSE & SEC SOLUTIO$662K0.01%+816+9.5%
323WPMWHEATON PRECIOUS METALS CORP$640K0.01%+4,895NEW
324RSRELIANCE INC$640K0.01%+2,105NEW
325SONYSONY GROUP CORP$634K0.01%+650+2.2%
326BGBUNGE GLOBAL SA$619K0.01%+4,869NEW
327HONHONEYWELL INTL INC$603K0.01%+539+25.3%
328PBRPETROLEO BRASILEIRO S A$598K0.01%+28,832NEW
329SHWSHERWIN WILLIAMS CO$582K0.01%+1,817NEW
330KKRKKR & CO INC$579K0.01%1,650−20.9%
331OKTAOKTA INC$551K0.01%+4,000+133.3%
332BWXTBWX TECHNOLOGIES INC$544K0.01%+160+6.4%
333ZTSZOETIS INC$525K0.01%+4,442NEW
334SJMSMUCKER J M CO$511K0.01%+5,297NEW
335MKCMCCORMICK & CO INC$487K0.01%+9,654NEW
336TRMDTORM PLC$481K0.01%+17,000NEW
337PPCPILGRIMS PRIDE CORP$480K0.01%+12,704NEW
338BNTXBIONTECH SE$478K0.01%HELD
339RIORIO TINTO PLC$456K0.01%639−11.6%
340CCEPCOCA-COLA EUROPACIFIC PARTNE$453K0.01%HELD
341FTREFORTREA HLDGS INC$452K0.01%HELD
342BIDUBAIDU INC$447K0.00%4,444−52.6%
343AVAVAEROVIRONMENT INC$439K0.00%+1,800+300.0%
344EIXEDISON INTL$414K0.00%HELD
345EMBJEMBRAER S.A.$409K0.00%+3,648+112.6%
346JEFJEFFERIES FINANCIAL GROUP IN$379K0.00%+9,194NEW
347COINCOINBASE GLOBAL INC$374K0.00%+703+48.8%
348VALEVALE S A$364K0.00%+22,898NEW
349STVNSTEVANATO GROUP S P A$358K0.00%HELD
350PHMPULTE GROUP INC$358K0.00%HELD
351PANWPALO ALTO NETWORKS INC$357K0.00%+157+7.6%
352SBUXSTARBUCKS CORP$337K0.00%HELD
353ITUBITAU UNIBANCO HLDG S A$321K0.00%+38,316NEW
354PGRPROGRESSIVE CORP$307K0.00%HELD
355BTIBRITISH AMERN TOB PLC$302K0.00%HELD
356SYKSTRYKER CORPORATION$296K0.00%4,135−82.1%
357ELLAUDER ESTEE COS INC$294K0.00%186−4.3%
358COFCAPITAL ONE FINL CORP$294K0.00%HELD
359SLVPISHARES INC$286K0.00%HELD
360WDCWESTERN DIGITAL CORP$285K0.00%+1,052NEW
361SLVISHARES SILVER TR$283K0.00%1,635−28.2%
362MSTRSTRATEGY INC$282K0.00%+183+8.8%
363VTVVANGUARD INDEX FDS$281K0.00%+106+8.0%
364GLWCORNING INC$278K0.00%18,746−90.2%
365IQVIQVIA HLDGS INC$271K0.00%1,520−48.9%
366MLMMARTIN MARIETTA MATLS INC$271K0.00%HELD
367MCKMCKESSON CORP$268K0.00%736−70.4%
368FLJJAIM ETF PRODUCTS TRUST$267K0.00%HELD
369MFCMANULIFE FINL CORP$254K0.00%16,860−69.5%
370MICCMAGNUM ICE CREAM CO NV$249K0.00%6,008−26.1%
371VSNTVERSANT MEDIA GROUP INC$247K0.00%+6,666NEW
372MCHPMICROCHIP TECHNOLOGY INC.$229K0.00%6,872−66.0%
373DUKDUKE ENERGY CORP NEW$218K0.00%HELD
374APRTAIM ETF PRODUCTS TRUST$213K0.00%HELD
375OCTTAIM ETF PRODUCTS TRUST$212K0.00%HELD
376ACWXISHARES TR$203K0.00%+486+19.6%
377MNSTMONSTER BEVERAGE CORP NEW$201K0.00%HELD
378MRNAMODERNA INC$200K0.00%+255+6.9%
379VRTVERTIV HOLDINGS CO$200K0.00%HELD
380CDNSCADENCE DESIGN SYSTEM INC$196K0.00%2,483−77.9%
381MARTAIM ETF PRODUCTS TRUST$192K0.00%HELD
382NICENICE LTD$187K0.00%HELD
383FEBTAIM ETF PRODUCTS TRUST$187K0.00%HELD
384MAYTAIM ETF PRODUCTS TRUST$185K0.00%HELD
385JUNTAIM ETF PRODUCTS TRUST$180K0.00%HELD
386NVBTAIM ETF PRODUCTS TRUST$179K0.00%HELD
387DECTAIM ETF PRODUCTS TRUST$178K0.00%HELD
388PNCPNC FINL SVCS GROUP INC$177K0.00%HELD
389AUGTAIM ETF PRODUCTS TRUST$174K0.00%HELD
390LVSLAS VEGAS SANDS CORP$173K0.00%10,328−76.2%
391SEPTAIM ETF PRODUCTS TRUST$172K0.00%HELD
392EWWISHARES INC$168K0.00%HELD
393PRUPRUDENTIAL FINL INC$161K0.00%HELD
394GNTAGENENTA SCIENCE S P A$157K0.00%HELD
395ENPHENPHASE ENERGY INC$155K0.00%+1,000+32.2%
396LITELUMENTUM HLDGS INC$154K0.00%82−27.2%
397RGLDROYAL GOLD INC$152K0.00%+505+548.9%
398PUKPRUDENTIAL PLC$145K0.00%HELD
399UBSUBS GROUP AG$130K0.00%HELD
400CRCLCIRCLE INTERNET GROUP INC$129K0.00%+1,351NEW
401PYPLPAYPAL HLDGS INC$109K0.00%+200+9.0%
402SSRMSSR MINING IN$108K0.00%HELD
403JANTAIM ETF PRODUCTS TRUST$100K0.00%HELD
404BKNGBOOKING HOLDINGS INC$91K0.00%+229+73.6%
405MATMATTEL INC$89K0.00%HELD
406IWMISHARES TR$88K0.00%356−50.2%
407EWJISHARES INC$86K0.00%+10+1.0%
408VYMVANGUARD WHITEHALL FDS$83K0.00%HELD
409JDJD.COM INC$83K0.00%2,801−50.0%
410ALBALBEMARLE CORP$68K0.00%+76+25.3%
411VBVANGUARD INDEX FDS$64K0.00%56,360−99.6%
412IBLCISHARES TR$60K0.00%HELD
413GILDGILEAD SCIENCES INC$60K0.00%5,040−92.1%
414JULTAIM ETF PRODUCTS TRUST$58K0.00%HELD
415VSTVISTRA CORP$45K0.00%+233+358.5%
416EWLISHARES INC$44K0.00%HELD
417VOEVANGUARD INDEX FDS$44K0.00%HELD
418SOXXISHARES TR$42K0.00%HELD
419RMDRESMED INC$37K0.00%HELD
420VCITVANGUARD SCOTTSDALE FDS$36K0.00%HELD
421SOLSSOLSTICE ADVANCED MATLS INC$33K0.00%HELD
422HOODROBINHOOD MKTS INC$30K0.00%+431NEW
423LNTHLANTHEUS HLDGS INC$29K0.00%HELD
424VIGVANGUARD SPECIALIZED FUNDS$27K0.00%HELD
425VGKVANGUARD INTL EQUITY INDEX F$26K0.00%HELD
426VTRSVIATRIS INC$22K0.00%+12+0.7%
427PAASPAN AMERN SILVER CORP$22K0.00%+400NEW
428TWLOTWILIO INC$22K0.00%HELD
429VUGVANGUARD INDEX FDS$21K0.00%+13+4.8%
430HPEHEWLETT PACKARD ENTERPRISE C$20K0.00%HELD
431NVONOVO-NORDISK A S$19K0.00%HELD
432DELLDELL TECHNOLOGIES INC$16K0.00%+20+25.0%
433HLHECLA MINING COMPANY$16K0.00%1,136−56.8%
434MGKVANGUARD WORLD FD$16K0.00%HELD
435EXPEEXPEDIA GROUP INC$16K0.00%HELD
436ZETAZETA GLOBAL HOLDINGS CORP$14K0.00%35,400−97.5%
437PINSPINTEREST INC$14K0.00%111,087−99.3%
438NUNU HLDGS LTD$14K0.00%+940NEW
439MGVVANGUARD WORLD FD$13K0.00%HELD
440FISVFISERV INC$12K0.00%1,164−84.7%
441EPIWISDOMTREE TR$11K0.00%+272NEW
442FLINFRANKLIN TEMPLETON ETF TR$11K0.00%+332NEW
443CCICROWN CASTLE INC$10K0.00%128−50.6%
444CRWVCOREWEAVE INC$10K0.00%+130NEW
445CWANCLEARWATER ANALYTICS HLDGS I$10K0.00%55,684−99.3%
446ALABASTERA LABS INC$10K0.00%+87NEW
447BALLBALL CORP$10K0.00%HELD
448VYMIVANGUARD WHITEHALL FDS$9K0.00%HELD
449DECKDECKERS OUTDOOR CORP$9K0.00%+85NEW
450CSLCARLISLE COS INC$8K0.00%HELD
451TCOMTRIP COM GROUP LTD$7K0.00%1,685−92.3%
452LULULULULEMON ATHLETICA INC$7K0.00%+17+60.7%
453TTDTHE TRADE DESK INC$7K0.00%+290NEW
454INCYINCYTE CORP$6K0.00%+68NEW
455VEEVVEEVA SYS INC$6K0.00%+35NEW
456MCHIISHARES TR$6K0.00%HELD
457HUBSHUBSPOT INC$6K0.00%+23NEW
458TDOCTELADOC HEALTH INC$5K0.00%+950NEW
459IONQIONQ INC$5K0.00%17,965−99.0%
460MBLYMOBILEYE GLOBAL INC$5K0.00%+230+52.5%
461JKSJINKOSOLAR HLDG CO LTD$5K0.00%+180NEW
462GTLBGITLAB INC$4K0.00%HELD
463GRABGRAB HOLDINGS LIMITED$4K0.00%3,860−77.8%
464ATENA10 NETWORKS INC$3K0.00%+150NEW
465ZNGAZOOM COMMUNICATIONS INC$3K0.00%+40NEW
466ALGNALIGN TECHNOLOGY INC$3K0.00%+18NEW
467TUSKMAMMOTH ENERGY SVCS INC$2K0.00%+800NEW
468CSIQCANADIAN SOLAR INC$2K0.00%+110NEW
469DXCMDEXCOM INC$1K0.00%+20NEW
470NVAXNOVAVAX INC$1K0.00%+130NEW
471WDSWOODSIDE ENERGY GROUP LTD$6690.00%+28NEW
472SNAPSNAP INC$3910.00%+85NEW
473SMCISUPER MICRO COMPUTER INC$2280.00%+10NEW
474TRIPTRIPADVISOR INC93,050EXITED
475AZNNASTRAZENECA PLC8,893EXITED
476MTZMASTEC INC3,624EXITED
477KMBKIMBERLY-CLARK CORP7,540EXITED
478AYIACUITY INC1,961EXITED
479REGNREGENERON PHARMACEUTICALS892EXITED
480QUREQUANTA SVCS INC1,615EXITED
481SNOWSNOWFLAKE INC3,077EXITED
482CAHCARDINAL HEALTH INC3,173EXITED
483ICEINTERCONTINENTAL EXCHANGE IN3,740EXITED
484APDAIR PRODS & CHEMS INC2,207EXITED
485OLEDUNIVERSAL DISPLAY CORP4,561EXITED
486ONON SEMICONDUCTOR CORP9,588EXITED
487FOURSHIFT4 PMTS INC7,260EXITED
488BMIBADGER METER INC2,418EXITED
489CYBRCYBERARK SOFTWARE LTD700EXITED
490BXBLACKSTONE INC1,650EXITED
491APOAPOLLO GLOBAL MGMT INC1,200EXITED
492LWLAMB WESTON HLDGS INC2,500EXITED
493AMRZAMRIZE LTD1,610EXITED
494VNETVNET GROUP INC5,900EXITED
495FUTUFUTU HLDGS LTD290EXITED
496IYHISHARES TR425EXITED
497NXTNEXTPOWER INC180EXITED
498OKLOOKLO INC171EXITED
499CVACCUREVAC N V90EXITED

Source: SEC EDGAR · accession 0001193125-26-215742. 13F discloses long positions only — shorts, foreign equities, and options are excluded.