MondegarAI
← Tracker

Institutional

ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ)

CIK 0000899051
$9.35B
Reported AUM
1,124
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) · Q1 2026

AI · grounded in 13F

ALLSTATE CORP established a new position in VCSH valued at $1.0B. The fund also accumulated shares in ITOT, increasing its position by 327.64%, and HYG by 223.79%. Conversely, it trimmed its holdings in SPY by 89.99% and IWB by 48.75%.

Portfolio · Q1 2026

VCSH$1.00BITOT$761.3MIGSBAAPLMSFTNVDAIGIBAMZNIWBMUBOther$4.87BAA

Top holdings· first 500 of 1124

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VCSHVANGUARD ST CORP BD ETF$78.61-0.29%4.93%11.78%$1.00B10.69%+12,616,300NEW
2ITOTISHARES:CORE S&P TOT USM$161.35-2.71%24.52%71.42%$761.3M8.14%+4,095,130+327.6%
3IGSBISHARES:1-5 IG CORP BD$52.14-0.31%5.04%12.30%$260.8M2.79%302,944−5.8%
4AAPLAPPLE ORD$307.34-1.25%51.31%116.17%$238.9M2.55%189,133−16.7%
5MSFTMICROSOFT ORD$416.67-2.66%-10.71%52.39%$234.5M2.51%+94,925+17.6%
6NVDANVIDIA ORD$205.10-6.20%44.92%955.49%$234.0M2.50%507,501−27.4%
7IGIBISHARES:5-10 IG CORP BD$52.69-0.57%6.52%4.69%$230.3M2.46%+1,199,599+38.4%
8AMZNAMAZON COM ORD$246.03-3.06%15.20%47.87%$205.2M2.19%+253,183+34.6%
9IWBISHARES:RUSS 1000 ETF$403.01-2.58%23.62%73.29%$197.0M2.11%525,586−48.7%
10MUBISHARES:NATL MUNI BOND$106.97-0.21%7.30%3.94%$184.0M1.97%1,282,885−42.5%
11HYGISHARES:IBOXX $HY CORP$79.43-0.50%6.72%19.17%$150.6M1.61%+1,308,570+223.8%
12AVGOBROADCOM ORD$385.73-7.92%57.48%771.51%$142.5M1.52%+118,781+34.8%
13IVVISHARES:CORE S&P 500$740.91-2.62%24.60%80.03%$134.2M1.43%94,850−31.6%
14GOOGLALPHABET CL A ORD$368.53-0.98%112.92%175.80%$129.5M1.38%+7,022+1.6%
15METAMETA PLATFORMS CL A ORD$593.00-5.51%-14.74%67.74%$127.8M1.37%+58,002+35.1%
16SPSBSS SPDR PTF ST CORP BOND$29.920.05%4.72%14.18%$118.3M1.26%+200,000+5.4%
17SUBISHARES:ST NAT MUNI BOND$106.41-0.05%3.33%7.33%$111.6M1.19%500,160−32.3%
18GOOGALPHABET CL C ORD$365.76-0.95%109.82%172.71%$108.3M1.16%+5,030+1.4%
19TSLATESLA ORD$391.00-6.56%32.48%70.69%$107.9M1.15%+75,163+34.9%
20JPMJPMORGAN CHASE ORD$312.370.48%19.84%133.52%$82.4M0.88%+70,301+33.5%
21LLYELI LILLY ORD$1131.420.55%48.00%387.10%$76.0M0.81%+21,441+35.0%
22EEMISHARES:MSCI EM MKTS$64.59-6.53%40.98%40.06%$74.1M0.79%+809,769+163.9%
23XOMEXXON MOBIL ORD$149.92-1.39%48.36%212.97%$72.8M0.78%+100,804+30.7%
24BRK/BBERKSHIRE HATHAWAY CL B ORD$68.6M0.73%+37,614+35.6%
25SPYSTATE STREET SPDR S&P500$737.55-2.58%24.51%79.50%$61.0M0.65%843,907−90.0%
26JNJJOHNSON & JOHNSON ORD$232.772.02%53.90%55.59%$60.0M0.64%+62,261+34.0%
27WMTWALMART ORD$118.880.97%22.99%166.67%$55.5M0.59%+111,124+33.1%
28VVISA CL A ORD$323.571.06%-11.91%36.33%$55.1M0.59%+53,814+41.9%
29COSTCOSTCO WHOLESALE ORD$971.87-0.05%-3.70%138.72%$45.8M0.49%+11,969+35.2%
30MAMASTERCARD CL A ORD$491.081.93%-16.29%31.00%$45.5M0.49%+26,490+41.1%
31USHYISHARES:BRD USD HY CP BD$36.78-0.43%$43.1M0.46%3,123−0.3%
32NFLXNETFLIX ORD$82.180.76%$42.0M0.45%+112,334+34.6%
33CVXCHEVRON ORD$187.31-0.55%$41.0M0.44%+49,341+33.2%
34ABBVABBVIE ORD$227.231.02%$39.7M0.42%+47,985+35.7%
35MUMICRON TECHNOLOGY ORD$864.01-13.25%$39.0M0.42%+30,002+35.1%
36PGPROCTER & GAMBLE ORD$146.544.09%$35.4M0.38%+65,611+36.6%
37HDHOME DEPOT ORD$310.780.27%$35.3M0.38%+32,316+43.1%
38PLTRPALANTIR TECHNOLOGIES CL A ORD$135.53-4.35%$35.2M0.38%+66,611+38.4%
39BACBANK OF AMERICA ORD$53.83-0.63%$35.0M0.37%+179,987+33.5%
40CATCATERPILLAR ORD$904.28-3.85%$34.2M0.37%+12,501+35.0%
41AMDADVANCED MICRO DEVICES ORD$466.38-10.86%$34.0M0.36%+43,468+35.2%
42KOCOCA-COLA ORD$79.483.46%$31.5M0.34%+99,841+31.7%
43GEGE AEROSPACE ORD$328.000.11%$31.2M0.33%+28,980+35.7%
44MRKMERCK & CO ORD$120.790.44%$30.9M0.33%+67,814+35.9%
45CSCOCISCO SYSTEMS ORD$121.64-6.43%$30.9M0.33%+97,157+32.3%
46LIFLIFE360 ORD$46.833.21%$29.6M0.32%+286+0.0%
47AMATAPPLIED MATERIAL ORD$453.01-9.71%$28.0M0.30%+21,326+35.2%
48ORCLORACLE ORD$213.68-9.59%$25.9M0.28%+45,732+35.1%
49LRCXLAM RESEARCH ORD$303.28-9.85%$25.2M0.27%+21,762+22.6%
50UNHUNITEDHEALTH GRP ORD$399.470.76%$25.1M0.27%+23,732+34.4%
51GEVGE VERNOVA ORD$933.61-3.09%$24.6M0.26%+7,633+37.2%
52RTXRTX ORD$180.990.88%$24.4M0.26%+23,973+23.4%
53PMPHILIP MORRIS INTERNATIONAL ORD$178.291.89%$24.3M0.26%+27,738+23.3%
54LINLINDE ORD$507.900.09%$23.4M0.25%+11,215+31.2%
55MCDMCDONALD'S ORD$279.842.61%$22.4M0.24%+18,062+33.5%
56CCITIGROUP ORD$132.47-1.98%$21.6M0.23%+49,915+35.5%
57PEPPEPSICO ORD$141.92-0.16%$21.4M0.23%+32,950+31.5%
58VZVERIZON COMMUNICATIONS ORD$45.371.11%$21.3M0.23%+110,920+35.4%
59TAT&T ORD$22.75-0.09%$20.9M0.22%+184,271+34.3%
60TJXTJX ORD$160.711.31%$20.3M0.22%+43,450+51.9%
61INTCINTEL ORD$99.17-11.28%$20.3M0.22%+119,743+35.3%
62NEENEXTERA ENERGY ORD$85.840.19%$19.9M0.21%+60,009+38.8%
63AMGNAMGEN ORD$349.581.15%$19.7M0.21%+15,889+39.6%
64WMT2WELLS FARGO ORD$19.4M0.21%1,792−0.7%
65TMOTHERMO FISHER SCIENTIFIC ORD$472.80-1.91%$19.2M0.21%+10,428+36.3%
66CRMSALESFORCE ORD$185.66-1.64%$19.1M0.20%+28,588+38.8%
67GSGOLDMAN SACHS GROUP ORD$1038.68-4.94%$18.3M0.20%1,402−6.1%
68TXNTEXAS INSTRUMENTS ORD$285.06-6.65%$18.1M0.19%+25,066+36.9%
69KLACKLA ORD$1929.20-9.47%$17.9M0.19%+2,240+22.7%
70GILDGILEAD SCIENCES ORD$129.16-0.02%$17.7M0.19%+34,044+36.6%
71IJRISHARES:CORE S&P SM-CP$137.68-1.84%$17.7M0.19%+137,007+2740.1%
72WELLWELLTOWER ORD$206.933.03%$17.5M0.19%+24,929+39.3%
73PLDPROLOGIS REIT$144.540.52%$17.0M0.18%+21,666+20.3%
74MBBISHARES:MBS ETF$93.74-0.50%$16.9M0.18%126,278−41.5%
75PFEPFIZER ORD$26.041.36%$16.7M0.18%+177,142+42.3%
76COPCONOCOPHILLIPS ORD$117.14-1.75%$16.7M0.18%+31,070+32.6%
77ADIANALOG DEVICES ORD$401.39-6.38%$16.1M0.17%+13,924+37.9%
78EQIXEQUINIX REIT ORD$1080.95-0.75%$15.7M0.17%+1,616+11.2%
79UBERUBER TECHNOLOGIES ORD$70.71-2.08%$15.6M0.17%+67,709+45.2%
80IBMINTERNATIONAL BUSINESS MACHINES ORD$284.84-5.61%$15.1M0.16%9,663−13.5%
81DEDEERE ORD$583.44-1.40%$14.8M0.16%+7,063+36.7%
82HONHONEYWELL INTERNATIONAL ORD$213.97-1.69%$14.7M0.16%+16,022+32.8%
83UNPUNION PACIFIC ORD$272.323.19%$14.1M0.15%+14,245+32.5%
84ETNEATON ORD$395.94-5.42%$13.8M0.15%+9,586+33.0%
85SPGIS&P GLOBAL ORD$424.441.03%$13.8M0.15%+9,165+39.3%
86QCOMQUALCOMM ORD$215.94-10.98%$13.7M0.15%+25,674+31.7%
87BKNGBOOKING HOLDINGS ORD$165.84-0.99%$13.7M0.15%+784+31.7%
88CBCHUBB ORD$326.273.74%$13.7M0.15%+12,536+42.4%
89LMTLOCKHEED MARTIN ORD$523.760.91%$13.3M0.14%+6,356+40.6%
90BMYBRISTOL MYERS SQUIBB ORD$57.271.18%$12.9M0.14%+61,424+40.7%
91NOWSERVICENOW ORD$112.45-5.79%$12.5M0.13%+40,346+50.7%
92SCHWCHARLES SCHWAB ORD$88.840.95%$12.3M0.13%+910+0.7%
93BKBANK OF NEW YORK MELLON ORD$142.39-1.13%$12.2M0.13%+49,762+94.1%
94ADBEADOBE ORD$251.44-2.70%$11.9M0.13%+17,323+54.4%
95CMECME GROUP CL A ORD$257.400.52%$11.7M0.12%+11,997+43.6%
96GLWCORNING ORD$177.58-10.18%$11.6M0.12%+23,477+38.1%
97BABOEING ORD$215.45-0.91%$11.3M0.12%19−0.0%
98MCKMCKESSON ORD$775.662.47%$11.2M0.12%+3,650+39.2%
99MSMORGAN STANLEY ORD$211.93-2.90%$11.2M0.12%22,719−25.0%
100APHAMPHENOL CL A ORD$138.81-5.42%$11.1M0.12%4,096−4.4%
101MOALTRIA GROUP ORD$11.0M0.12%+39,441+30.9%
102LQDISHARES:IBOXX $IG CORP$10.9M0.12%31,930−24.2%
103CMCSACOMCAST CL A ORD$10.8M0.12%+113,757+43.3%
104AMTAMERICAN TOWER REIT$10.7M0.11%+12,423+25.2%
105JNKSS SPDR BBG HIGH YLD BD$10.5M0.11%HELD
106ISRGINTUITIVE SURGICAL ORD$10.3M0.11%4,897−17.9%
107SOSOUTHERN ORD$10.2M0.11%+22,709+27.2%
108PNCPNC FINANCIAL SERVICES GROUP ORD$10.1M0.11%+16,742+52.7%
109FCXFREEPORT MCMORAN ORD$9.9M0.11%+64,746+62.4%
110NOCNORTHROP GRUMMAN ORD$9.8M0.11%+4,228+41.4%
111WDCWESTERN DIGITAL ORD$9.8M0.11%+9,932+37.5%
112USBUS BANCORP ORD$9.7M0.10%+70,469+60.4%
113BSXBOSTON SCIENTIFIC ORD$9.7M0.10%+41,824+37.3%
114VRTXVERTEX PHARMACEUTICALS ORD$9.6M0.10%+2,428+12.7%
115VRTVERTIV HOLDINGS CL A ORD$9.5M0.10%+10,690+39.4%
116DUKDUKE ENERGY ORD$9.4M0.10%+13,057+22.1%
117WMWASTE MANAGEMENT ORD$9.4M0.10%+11,226+37.7%
118WMBWILLIAMS ORD$9.3M0.10%+33,992+36.2%
119MDTMEDTRONIC ORD$9.3M0.10%+10,853+11.3%
120SNDKSANDISK ORD$9.2M0.10%+14,513NEW
121TTTRANE TECHNOLOGIES ORD$9.2M0.10%+5,659+34.6%
122HWMHOWMET AEROSPACE ORD$9.2M0.10%+10,794+37.3%
123ICEINTERCONTINENTAL EXCHANGE ORD$9.1M0.10%+14,697+34.1%
124SYKSTRYKER ORD$9.1M0.10%+1,687+6.5%
125TMUST MOBILE US ORD$9.0M0.10%+4,726+12.4%
126ANETARISTA NETWORKS ORD$9.0M0.10%7,082−8.8%
127SPGSIMON PROP GRP REIT ORD$9.0M0.10%+5,936+14.1%
128ABTABBOTT LABORATORIES ORD$9.0M0.10%45,527−34.3%
129BXBLACKSTONE ORD$8.9M0.10%+22,255+40.4%
130EFAISHARES:MSCI EAFE$8.8M0.09%+90,528NEW
131NEMNEWMONT ORD$8.8M0.09%3,759−4.4%
132STXSEAGATE TECHNOLOGY HOLDINGS ORD$8.8M0.09%+6,239+38.7%
133GDGENERAL DYNAMICS ORD$8.6M0.09%+7,865+45.4%
134JCIJOHNSON CONTROLS INTERNATIONAL ORD$8.6M0.09%+17,094+35.0%
135QUREQUANTA SERVICES ORD$8.6M0.09%+4,651+42.1%
136HCAHCA HEALTHCARE ORD$8.5M0.09%+5,630+45.3%
137REGNREGENERON PHARMACEUTICALS ORD$8.5M0.09%+3,289+42.9%
138MRVLMARVELL TECHNOLOGY ORD$8.5M0.09%+10,650+14.2%
139DLRDIGITAL REALTY REIT ORD$8.4M0.09%+9,413+25.2%
140MARMARRIOTT INTERNATIONAL CL A ORD$8.4M0.09%+9,091+54.9%
141ORLYO REILLY AUTOMOTIVE ORD$8.4M0.09%+26,900+42.1%
142VLOVALERO ENERGY ORD$8.3M0.09%+9,506+39.7%
143SLBSLB ORD$8.1M0.09%+42,996+37.6%
144PHPARKER HANNIFIN ORD$8.1M0.09%459−4.8%
145PSXPHILLIPS 66 ORD$8.1M0.09%+13,332+43.0%
146AONAON CL A ORD$8.1M0.09%+9,370+59.9%
147FDXFEDEX ORD$8.0M0.09%+6,296+38.8%
148CICIGNA ORD$7.9M0.08%+9,709+48.5%
149EOGEOG RESOURCES ORD$7.9M0.08%+12,656+30.1%
150MPCMARATHON PETROLEUM ORD$7.8M0.08%+8,726+37.4%
151NETCLOUDFLARE CL A ORD$7.8M0.08%+13,569+56.3%
152SHWSHERWIN WILLIAMS ORD$7.7M0.08%+6,442+36.4%
153MMM3M ORD$7.7M0.08%+11,876+28.8%
154CRHCRH PUBLIC LIMITED ORD$7.7M0.08%+19,995+37.6%
155LOWLOWE'S COMPANIES ORD$7.7M0.08%9,016−21.8%
156MDLZMONDELEZ INTERNATIONAL CL A ORD$7.6M0.08%+35,062+36.0%
157UPSUNITED PARCEL SERVICE CL B ORD$7.6M0.08%+23,339+43.6%
158CSXCSX ORD$7.5M0.08%+45,699+33.4%
159HLTHILTON WORLDWIDE HOLDINGS ORD$7.5M0.08%+7,900+47.4%
160EMREMERSON ELECTRIC ORD$7.5M0.08%+15,251+36.5%
161ROSTROSS STORES ORD$7.4M0.08%+10,161+42.2%
162TRVTRAVELERS COMPANIES ORD$7.3M0.08%+7,306+41.4%
163OREALTY INCOME REIT ORD$7.3M0.08%+23,582+24.8%
164ECLECOLAB ORD$7.2M0.08%+7,698+39.4%
165NKENIKE CL B ORD$7.2M0.08%+47,380+53.7%
166SBUXSTARBUCKS ORD$7.1M0.08%4,707−5.6%
167CORCENCORA ORD$7.1M0.08%+8,573+60.8%
168TFCTRUIST FINANCIAL ORD$7.1M0.08%+55,534+56.0%
169ITWILLINOIS TOOL ORD$7.1M0.08%+7,828+40.2%
170ABNBAIRBNB CL A ORD$7.0M0.07%+21,839+65.0%
171ADSKAUTODESK ORD$7.0M0.07%+12,286+72.5%
172GMGENERAL MOTORS ORD$6.9M0.07%+20,084+27.5%
173CRDOCREDO TECHNOLOGY GROUP HOLDING ORD$6.9M0.07%+62,003+529.7%
174MSIMOTOROLA SOLUTIONS ORD$6.9M0.07%+3,666+29.9%
175CLCOLGATE PALMOLIVE ORD$6.9M0.07%+23,889+41.9%
176CTASCINTAS ORD$6.9M0.07%+14,325+54.1%
177KMIKINDER MORGAN CL P ORD$6.9M0.07%+47,916+30.6%
178CVSCVS HEALTH ORD$6.7M0.07%1,841−1.9%
179APDAIR PRODUCTS AND CHEMICALS ORD$6.7M0.07%+6,403+38.8%
180SRESEMPRA ORD$6.6M0.07%+19,101+39.0%
181WBDWARNER BROS. DISCOVERY SRS A ORD$6.6M0.07%+64,111+36.2%
182IGLBISHARES:10 IG CORP BD$6.6M0.07%+36,051+37.2%
183CEGCONSTELLATION ENERGY ORD$6.5M0.07%173−0.7%
184APPAPPLOVIN CL A ORD$6.5M0.07%1,032−5.9%
185IJHISHARES:CORE S&P MD-CP$6.5M0.07%+87,108+973.3%
186AEPAMERICAN ELECTRIC POWER ORD$6.5M0.07%+9,109+22.6%
187LHXL3HARRIS TECHNOLOGIES ORD$6.5M0.07%+4,737+33.9%
188AXPAMERICAN EXPRESS ORD$6.5M0.07%21,042−49.6%
189OKEONEOK ORD$6.4M0.07%+24,703+53.2%
190KKRKKR AND CO ORD$6.4M0.07%+21,989+46.3%
191PAYXPAYCHEX ORD$6.4M0.07%+48,059+222.0%
192SYFSYNCHRONY FINANCIAL ORD$6.4M0.07%+69,274+282.2%
193LNGCHENIERE ENERGY ORD$6.4M0.07%+5,582+33.1%
194BKRBAKER HUGHES CL A ORD$6.3M0.07%+26,628+34.7%
195NSCNORFOLK SOUTHERN ORD$6.2M0.07%+5,170+31.4%
196MNSTMONSTER BEVERAGE ORD$6.2M0.07%+29,705+53.4%
197QUALISHARES:MSCI USA QF$6.2M0.07%HELD
198STTSTATE STREET ORD$6.1M0.07%+27,235+130.2%
199PCARPACCAR ORD$6.1M0.06%+14,282+37.4%
200FTNTFORTINET ORD$6.0M0.06%+23,218+46.4%
201CTVACORTEVA ORD$5.9M0.06%+18,774+36.5%
202EAELECTRONIC ARTS ORD$5.9M0.06%+10,279+55.7%
203TGTTARGET ORD$5.8M0.06%+13,185+38.5%
204TRGPTARGA RESOURCES ORD$5.7M0.06%+6,517+40.0%
205WCNWASTE CONNECTIONS ORD$5.7M0.06%+13,442+62.4%
206DHRDANAHER ORD$5.7M0.06%18,366−38.1%
207FFORD MOTOR ORD$5.6M0.06%+186,641+62.1%
208AMPAMERIPRISE FINANCE ORD$5.6M0.06%+4,910+63.4%
209EWEDWARDS LIFESCIENCES ORD$5.6M0.06%+26,491+60.8%
210CIENCIENA ORD$5.6M0.06%+3,815+36.0%
211HOODROBINHOOD MARKETS CL A ORD$5.6M0.06%+25,444+46.1%
212MPWRMONOLITHIC POWER SYSTEMS ORD$5.5M0.06%+1,508+42.4%
213DELLDELL TECHNOLOGIES CL C ORD$5.5M0.06%+9,004+36.5%
214OXYOCCIDENTAL PETROLEUM ORD$5.5M0.06%+27,925+49.5%
215PGRPROGRESSIVE ORD$5.4M0.06%17,030−38.3%
216INVHINVITATION HOMES ORD$5.4M0.06%+2,336+1.1%
217BDXBECTON DICKINSON ORD$5.4M0.06%+13,410+63.5%
218ZTSZOETIS CL A ORD$5.4M0.06%+13,582+42.1%
219USMVISHARES:MSCI USA MVF$5.4M0.06%HELD
220CRWDCROWDSTRIKE HOLDINGS CL A ORD$5.4M0.06%5,363−28.1%
221ROPROPER TECHNOLOGIES ORD$5.3M0.06%+6,266+71.1%
222VSTVISTRA ORD$5.3M0.06%+9,954+39.0%
223KEYSKEYSIGHT TECHNOLOGIES ORD$5.3M0.06%+6,877+57.3%
224FITBFIFTH THIRD BANCORP ORD$5.3M0.06%+64,651+133.0%
225METMETLIFE ORD$5.2M0.06%+33,667+83.1%
226FERGFERGUSON ENTERPRISES ORD$5.2M0.06%+6,796+43.4%
227CMICUMMINS ORD$5.2M0.06%698−6.8%
228LITELUMENTUM HOLDINGS ORD$5.1M0.05%+7,310NEW
229FIXCOMFORT SYSTEMS USA ORD$5.1M0.05%+1,086+41.2%
230NXPINXP SEMICONDUCTORS ORD$5.1M0.05%+6,075+30.4%
231CAHCARDINAL HEALTH ORD$5.1M0.05%+6,430+36.3%
232PANWPALO ALTO NETWORKS ORD$5.1M0.05%19,987−38.6%
233CBRECBRE GROUP CL A ORD$5.1M0.05%+14,561+63.1%
234DDOMINION ENERGY ORD$5.1M0.05%+19,726+31.5%
235EQREQUITY RESIDENTIAL REIT ORD$5.1M0.05%+30,709+55.7%
236AFLAFLAC ORD$5.1M0.05%+8,896+23.8%
237RJFRAYMOND JAMES ORD$5.1M0.05%+21,274+154.5%
238FASTFASTENAL ORD$5.1M0.05%+22,642+26.2%
239RMDRESMED ORD$5.0M0.05%+11,427+106.8%
240TERTERADYNE ORD$5.0M0.05%+4,941+41.9%
241EXREXTRA SPACE STORAGE REIT ORD$4.9M0.05%+7,294+24.2%
242GEHCGE HEALTHCARE TECHNOLOGIES ORD$4.9M0.05%+36,100+110.4%
243ETRENTERGY ORD$4.9M0.05%+8,889+25.7%
244AMEAMETEK ORD$4.9M0.05%+6,705+41.7%
245MLMMARTIN MARIETTA MATERIALS ORD$4.9M0.05%+3,668+79.5%
246RCLROYAL CARIBBEAN GROUP ORD$4.9M0.05%1,613−8.4%
247EBAYEBAY ORD$4.8M0.05%+17,647+49.8%
248HIGTHE HARTFORD INSURANCE GROUP ORD$4.8M0.05%+14,708+71.4%
249GWWWW GRAINGER ORD$4.8M0.05%+1,035+31.2%
250AVBAVALONBAY COMMUNITIES REIT ORD$4.7M0.05%10,264−26.5%
251XELXCEL ENERGY ORD$4.6M0.05%+13,880+31.1%
252ELVELEVANCE HEALTH ORD$4.6M0.05%980−5.8%
253MTBM&T BANK ORD$4.6M0.05%+11,059+98.4%
254INTUINTUIT ORD$4.6M0.05%10,456−49.5%
255NDAQNASDAQ ORD$4.6M0.05%+19,387+55.7%
256EXCEXELON ORD$4.6M0.05%+17,981+23.8%
257CPRTCOPART ORD$4.5M0.05%+64,356+89.5%
258VRSNVERISIGN ORD$4.5M0.05%+11,235+162.2%
259CDNSCADENCE DESIGN SYSTEMS ORD$4.5M0.05%4,797−23.0%
260HBANHUNTINGTON BANCSHARES ORD$4.5M0.05%+170,978+150.4%
261RSGREPUBLIC SERVICES ORD$4.4M0.05%+4,083+25.4%
262AJGARTHUR J GALLAGHER ORD$4.4M0.05%+735+3.8%
263CLOABLACKROCK:ISHS AAA CLO A$4.4M0.05%+43,231+104.5%
264CARRCARRIER GLOBAL ORD$4.4M0.05%+23,104+42.3%
265FWONKLIBERTY MEDIA FORMULA ONE SRS C ORD$4.4M0.05%+34,050+195.9%
266ACGLARCH CAPITAL GROUP ORD$4.4M0.05%+17,945+65.5%
267MSCIMSCI ORD$4.3M0.05%+2,471+44.3%
268WABWABTEC ORD$4.3M0.05%+4,661+36.8%
269KRKROGER ORD$4.3M0.05%+11,267+23.5%
270YUMYUM BRANDS ORD$4.3M0.05%+7,638+38.4%
271LYVLIVE NATION ENTERTAINMENT ORD$4.3M0.05%+15,033+116.8%
272IAUISHARES:GOLD TRUST$4.3M0.05%+28,972+150.3%
273ACNACCENTURE CL A ORD$4.2M0.05%25,757−54.7%
274SHYGISHARES:0-5 HY CORP BD$4.2M0.05%+16,480+19.7%
275TTWOTAKE TWO INTERACTIVE SOFTWARE ORD$4.2M0.05%+5,772+37.0%
276DHID R HORTON ORD$4.2M0.05%+10,830+54.5%
277TELTE CONNECTIVITY ORD$4.2M0.04%2,076−9.4%
278NTRSNORTHERN TRUST ORD$4.2M0.04%+16,402+120.9%
279TYLTYLER TECHNOLOGIES ORD$4.2M0.04%+8,474+230.2%
280APOAPOLLO GLOBAL MANAGEMENT ORD$4.2M0.04%+4,633+14.2%
281EQTEQT ORD$4.1M0.04%+16,415+33.8%
282FANGDIAMONDBACK ENERGY ORD$4.1M0.04%+6,874+49.7%
283CTSHCOGNIZANT TECHNOLOGY SOLUTN CL A ORD$4.1M0.04%+28,571+74.8%
284TROWT ROWE PRICE GROUP ORD$4.1M0.04%+31,655+234.1%
285VTRVENTAS REIT ORD$4.1M0.04%+948+1.9%
286GRMNGARMIN ORD$4.0M0.04%+4,996+40.5%
287AIGAMERICAN INTERNATIONAL GROUP ORD$4.0M0.04%+10,109+23.4%
288GLPIGAMING AND LEISURE PROP REIT ORD$4.0M0.04%+5,505+6.5%
289PEGPUBLIC SERVICE ENTERPRISE GROUP ORD$4.0M0.04%+12,401+33.8%
290NUENUCOR ORD$4.0M0.04%+7,331+45.7%
291VMCVULCAN MATERIALS ORD$3.9M0.04%+4,247+41.5%
292COHRCOHERENT ORD$3.9M0.04%+16,434NEW
293INSMINSMED ORD$3.9M0.04%+8,018+50.5%
294PCGPG&E ORD$3.9M0.04%+60,541+37.7%
295PRUPRUDENTIAL FINANCIAL ORD$3.9M0.04%+15,008+61.3%
296ROKROCKWELL AUTOMAT ORD$3.8M0.04%+2,436+29.4%
297ODFLOLD DOMINION FREIGHT LINE ORD$3.8M0.04%+6,920+54.2%
298VICIVICI PPTYS ORD$3.8M0.04%+14,749+11.7%
299SNPSSYNOPSYS ORD$3.8M0.04%4,312−30.8%
300DDOGDATADOG CL A ORD$3.8M0.04%+9,110+39.0%
301IRINGERSOLL RAND ORD$3.8M0.04%+20,054+72.5%
302WATWATERS ORD$3.8M0.04%+8,446+194.4%
303IYWISHARES:US TECH$3.8M0.04%7,124−25.4%
304IBKRINTERACTIVE BROKERS GROUP CL A ORD$3.8M0.04%+22,831+68.1%
305TSCOTRACTOR SUPPLY ORD$3.7M0.04%+43,513+112.2%
306EDCONSOLIDATED EDISON ORD$3.7M0.04%+6,085+22.9%
307BROBROWN & BROWN ORD$3.7M0.04%+35,192+166.1%
308XYZBLOCK CL A ORD$3.7M0.04%+21,686+55.2%
309MCHPMICROCHIP TECHNOLOGY ORD$3.6M0.04%+16,752+42.3%
310HALHALLIBURTON ORD$3.6M0.04%+28,068+43.1%
311CCICROWN CASTLE ORD$3.6M0.04%+10,446+30.6%
312EMEEMCOR GROUP ORD$3.6M0.04%+1,569+47.5%
313WECWEC ENERGY GROUP ORD$3.6M0.04%+6,431+26.3%
314EMBISHARES:JPM USD EM BD$3.6M0.04%+37,948NEW
315ADMARCHER DANIELS MIDLAND ORD$3.6M0.04%+12,904+35.7%
316DVNDEVON ENERGY ORD$3.6M0.04%+28,727+68.4%
317EXPEEXPEDIA GROUP ORD$3.5M0.04%+6,185+69.2%
318KDPKEURIG DR PEPPER ORD$3.5M0.04%+35,119+36.1%
319MRSHMARSH ORD$3.5M0.04%17,621−46.7%
320CMGCHIPOTLE MEXICAN GRILL ORD$3.5M0.04%+10,199+10.4%
321DOWDOW ORD$3.5M0.04%+33,503+67.3%
322CDECOEUR MINING ORD$3.5M0.04%+184,728NEW
323KVUEKENVUE ORD$3.5M0.04%+60,120+42.7%
324FISVFISERV ORD$3.5M0.04%+22,229+55.8%
325RFREGIONS FINANCIAL ORD$3.4M0.04%+66,585+102.9%
326GDDYGODADDY CL A ORD$3.4M0.04%+30,302+273.1%
327VRSKVERISK ANALYTICS ORD$3.4M0.04%+8,081+81.9%
328RKLBROCKET LAB ORD$3.4M0.04%+20,079+61.1%
329OTISOTIS WORLDWIDE ORD$3.4M0.04%+16,165+58.0%
330AXONAXON ENTERPRISE ORD$3.4M0.04%+2,402+43.0%
331FTITECHNIPFMC ORD$3.4M0.04%+49,001NEW
332HPEHEWLETT PACKARD ENTERPRISE ORD$3.4M0.04%+43,197+43.7%
333TDYTELEDYNE TECH ORD$3.4M0.04%+2,356+72.9%
334KMBKIMBERLY CLARK ORD$3.4M0.04%+10,188+41.0%
335CCL1EURCARNIVAL ORD$3.3M0.04%+54,993+74.1%
336VLTOVERALTO ORD$3.3M0.04%+20,219+114.8%
337CVNACARVANA CL A ORD$3.3M0.04%+836+8.5%
338DXCMDEXCOM ORD$3.3M0.04%+23,830+82.3%
339SYYSYSCO ORD$3.3M0.04%+10,068+27.9%
340OMCOMNICOM GROUP ORD$3.3M0.04%+19,562+81.2%
341NRGNRG ENERGY ORD$3.3M0.03%+7,709+52.7%
342TOSTTOAST CL A ORD$3.3M0.03%+86,031+234.3%
343SSNCSS AND C TECHNOLOGIES HOLDINGS ORD$3.3M0.03%+27,434+132.4%
344TPRTAPESTRY ORD$3.2M0.03%+7,316+46.7%
345IRMIRON MOUNTAIN ORD$3.2M0.03%+9,287+41.4%
346BIIBBIOGEN ORD$3.2M0.03%+7,883+81.5%
347AMRZAMRIZE ORD$3.2M0.03%+16,714+41.0%
348ZNGAZOOM COMMUNICATIONS CL A ORD$3.2M0.03%+19,447+94.6%
349BEBLOOM ENERGY CL A ORD$3.2M0.03%+7,110+42.8%
350TPLTEXAS PACIFIC LAND ORD$3.2M0.03%+2,317+52.1%
351WDAYWORKDAY CL A ORD$3.2M0.03%+7,092+40.6%
352XYLXYLEM ORD$3.2M0.03%+8,778+49.4%
353HEI/AHEICO CL A ORD$3.2M0.03%+9,639+182.0%
354LPLALPL FINANCIAL HOLDINGS ORD$3.1M0.03%+4,487+75.1%
355PTCPTC ORD$3.1M0.03%+12,256+126.0%
356MACMACERICH REIT ORD$3.1M0.03%+51,364+45.1%
357HSYHERSHEY FOODS ORD$3.1M0.03%+3,777+34.1%
358FISFIDELITY NATIONAL INFORMATN SVCS ORD$3.1M0.03%+28,510+77.0%
359CPAYCORPAY ORD$3.1M0.03%+6,214+143.6%
360EQHEQUITABLE HOLDINGS ORD$3.1M0.03%+62,513+310.3%
361KIMKIMCO REALTY REIT ORD$3.1M0.03%+82,231+151.5%
362JBLJABIL ORD$3.0M0.03%+3,430+43.1%
363BSYBENTLEY SYSTEMS CL B ORD$3.0M0.03%+70,529+462.7%
364IVEISHARES:S&P 500 VAL$3.0M0.03%HELD
365VEEVVEEVA SYSTEMS ORD$3.0M0.03%+5,112+43.2%
366TDGTRANSDIGM GROUP ORD$3.0M0.03%1,603−38.5%
367CWCURTISS WRIGHT ORD$3.0M0.03%+4,335NEW
368PPGPPG INDUSTRIES ORD$3.0M0.03%+12,201+79.1%
369EIXEDISON INTERNATIONAL ORD$2.9M0.03%+12,985+47.5%
370DGDOLLAR GENERAL ORD$2.9M0.03%+7,972+47.4%
371DTDYNATRACE ORD$2.9M0.03%+53,233+202.2%
372EWJISHARES:MSCI JAPAN$2.9M0.03%+21,300+159.0%
373AWKAMERICAN WATER WORKS ORD$2.9M0.03%+7,770+56.5%
374LHLABCORP HOLDINGS ORD$2.9M0.03%+4,478+68.9%
375CTRECARETRUST REIT ORD$2.9M0.03%+50,298+170.7%
376CTRACOTERRA ENERGY ORD$2.9M0.03%+24,144+41.1%
377ATOATMOS ENERGY ORD$2.9M0.03%+3,642+30.1%
378CFGCITIZENS FINANCIAL GROUP ORD$2.9M0.03%+16,261+50.6%
379DGXQUEST DIAGNOSTICS ORD$2.9M0.03%+6,094+70.1%
380IQVIQVIA HOLDINGS ORD$2.9M0.03%+4,603+37.2%
381MKLMARKEL GROUP ORD$2.9M0.03%+557+58.6%
382DISWALT DISNEY ORD$2.9M0.03%107,991−78.4%
383STESTERIS ORD$2.9M0.03%+5,731+79.5%
384SEICSEI INVESTMENTS ORD$2.8M0.03%+36,312NEW
385KEYKEYCORP ORD$2.8M0.03%+67,948+91.7%
386ZSZSCALER ORD$2.8M0.03%+12,174+149.9%
387ONON SEMICONDUCTOR ORD$2.8M0.03%+17,794+63.2%
388AEEAMEREN ORD$2.8M0.03%+5,953+30.0%
389LDOSLEIDOS HOLDINGS ORD$2.8M0.03%+8,359+85.0%
390DKSDICKS SPORTING ORD$2.8M0.03%+9,635+208.6%
391PPLPPL ORD$2.8M0.03%+19,272+35.2%
392DRIDARDEN RESTAURANTS ORD$2.8M0.03%+6,223+76.3%
393WSMWILLIAMS SONOMA ORD$2.8M0.03%+6,507+72.9%
394WTWWILLIS TOWERS WATSON ORD$2.8M0.03%+1,693+21.3%
395CASYCASEYS GENERAL STORES ORD$2.8M0.03%+3,843NEW
396UTHRUNITED THERAPEUTICS ORD$2.8M0.03%+1,615+52.2%
397TKOTKO GROUP HOLDINGS CL A ORD$2.8M0.03%+13,841NEW
398EFXEQUIFAX ORD$2.8M0.03%+6,393+70.7%
399EXEEXPAND ENERGY ORD$2.8M0.03%+6,877+37.4%
400HLIHOULIHAN LOK CL A ORD$2.8M0.03%+19,287NEW
401RPRXROYALTY PHARMA CL A ORD$2.8M0.03%+29,025+102.3%
402UMBFUMB FINANCIAL ORD$2.8M0.03%+24,387NEW
403OVVOVINTIV ORD$2.7M0.03%+46,272NEW
404FLEXFLEX ORD$2.7M0.03%+9,923+31.2%
405FEFIRSTENERGY ORD$2.7M0.03%+12,877+31.4%
406AAGILENT TECHNOLOGIES ORD$2.7M0.03%+3,203+15.6%
407DOVDOVER ORD$2.7M0.03%+3,600+38.4%
408DTEDTE ENERGY ORD$2.7M0.03%+3,231+21.2%
409ESEVERSOURCE ENERGY ORD$2.7M0.03%+11,102+40.2%
410CNPCENTERPOINT ENERGY ORD$2.7M0.03%+13,150+26.8%
411ONBOLD NATIONAL BANCORP ORD$2.7M0.03%+121,390NEW
412BRBROADRIDGE FINANCIAL SOLUTIONS ORD$2.7M0.03%+7,795+90.1%
413QQNITY ELECTRONICS ORD$2.7M0.03%+23,129NEW
414CBOECBOE GLOBAL MARKETS ORD$2.7M0.03%+1,440+17.9%
415GENGEN DIGITAL ORD$2.7M0.03%+97,558+222.8%
416PRPERMIAN RESOURCES CL A ORD$2.7M0.03%+124,808NEW
417TWLOTWILIO CL A ORD$2.7M0.03%+9,193+77.1%
418SUISUN COMMUNITIES REIT ORD$2.6M0.03%+4,863+30.2%
419LYBLYONDELLBASELL INDUSTRIES CL A ORD$2.6M0.03%+14,747+82.2%
420WPCW P CAREY REIT ORD$2.6M0.03%+21,825+132.1%
421IOTSAMSARA CL A ORD$2.6M0.03%+55,204+204.3%
422FTAIFTAI AVIATION ORD$2.6M0.03%+10,625NEW
423MTDMETTLER TOLEDO ORD$2.6M0.03%+646+45.6%
424XPOXPO ORD$2.6M0.03%+13,348NEW
425CHDCHURCH AND DWIGHT ORD$2.6M0.03%+10,362+59.4%
426AREALEXANDRIA REAL ESTATE EQ REIT ORD$2.6M0.03%+17,546+45.8%
427STLDSTEEL DYNAMICS ORD$2.6M0.03%+5,417+60.9%
428OKTAOKTA CL A ORD$2.6M0.03%+19,346+144.8%
429ROLROLLINS ORD$2.6M0.03%+27,159+130.9%
430ARESARES MANAGEMENT CL A ORD$2.6M0.03%+7,571+47.7%
431HEIHEICO ORD$2.5M0.03%+6,198+202.1%
432NTRANATERA ORD$2.5M0.03%+2,791+28.2%
433GPNGLOBAL PAYMENTS ORD$2.5M0.03%+22,143+142.8%
434ITGARTNER ORD$2.5M0.03%+10,279+180.0%
435ESSESSEX PROPERTY REIT ORD$2.5M0.03%+1,306+14.3%
436SWSMURFIT WESTROCK ORD$2.5M0.03%+25,502+67.9%
437HUBBHUBBELL ORD$2.5M0.03%+1,464+40.2%
438COLBCOLUMBIA BANKING SYSTEM ORD$2.5M0.03%+91,249NEW
439PSAPUBLIC STORAGE REIT ORD$2.5M0.03%6,640−41.8%
440COOCOOPER ORD$2.5M0.03%+21,392+159.8%
441PHMPULTEGROUP ORD$2.5M0.03%+7,576+56.0%
442WWDWOODWARD ORD$2.5M0.03%+6,856NEW
443HSTHOST HOTELS & RESORTS REIT ORD$2.4M0.03%+62,225+94.8%
444HUBSHUBSPOT ORD$2.4M0.03%+6,074+153.9%
445ITTITT ORD$2.4M0.03%+12,721NEW
446SBACSBA COMMUNICATIONS CL A REIT ORD$2.4M0.03%+6,214+79.5%
447IFFINTERNATIONAL FLAVORS & FRAGRANS ORD$2.4M0.03%+14,681+79.0%
448IPINTERNATIONAL PAPER ORD$2.4M0.03%+30,832+83.9%
449NVRNVR ORD$2.4M0.03%+193+112.9%
450CFCF INDUSTRIES HOLDINGS ORD$2.4M0.03%+6,622+56.3%
451PINSPINTEREST CL A ORD$2.4M0.03%+83,034+178.3%
452NTAPNETAPP ORD$2.4M0.03%+7,738+50.1%
453ZBHZIMMER BIOMET HOLDINGS ORD$2.4M0.03%+12,002+85.0%
454STZCONSTELLATION BRANDS CL A ORD$2.4M0.03%+4,880+44.9%
455WSTWEST PHARM SVC ORD$2.4M0.03%+4,144+78.7%
456EVREVERCORE CL A ORD$2.3M0.03%+7,842NEW
457APGAPI GROUP ORD$2.3M0.02%+57,659NEW
458TXTTEXTRON ORD$2.3M0.02%+15,989+150.5%
459RLRALPH LAUREN CL A ORD$2.3M0.02%+6,771NEW
460CMSCMS ENERGY ORD$2.3M0.02%+9,701+48.4%
461ALBALBEMARLE ORD$2.3M0.02%+12,836NEW
462ILMNILLUMINA ORD$2.3M0.02%+7,503+67.2%
463USFDUS FOODS ORD$2.3M0.02%+24,913NEW
464KHCKRAFT HEINZ ORD$2.3M0.02%+35,558+53.6%
465HQYHEALTHEQUITY ORD$2.3M0.02%+27,372NEW
466NINISOURCE ORD$2.3M0.02%+14,448+41.8%
467BURLBURLINGTON STORES ORD$2.3M0.02%+2,549+57.0%
468PODDINSULET ORD$2.3M0.02%+5,629+107.3%
469MTZMASTEC ORD$2.3M0.02%+7,046NEW
470DLTRDOLLAR TREE ORD$2.3M0.02%+5,436+35.7%
471SFSTIFEL FINANCIAL ORD$2.3M0.02%+30,581NEW
472PAYCPAYCOM SOFTWARE ORD$2.3M0.02%+14,384+344.1%
473PFGPRINCIPAL FINANCIAL GROUP ORD$2.2M0.02%+10,835+77.3%
474LNTALLIANT ENERGY ORD$2.2M0.02%+13,527+76.6%
475PEVERPURE CL A ORD$2.2M0.02%+13,727+57.3%
476CRWVCOREWEAVE CL A ORD$2.2M0.02%+15,274+114.5%
477MANHMANHATTAN ASSOCIATES ORD$2.2M0.02%+16,633NEW
478HUMHUMANA ORD$2.2M0.02%+3,639+40.1%
479CPTCAMDEN PROPERTY REIT ORD$2.2M0.02%+16,114+250.6%
480FNFABRINET ORD$2.2M0.02%+4,197NEW
481FLUTFLUTTER ENTERTAINMENT ORD$2.2M0.02%+8,209+62.2%
482NLYANNALY CAPITAL MANAGEMENT REIT ORD$2.2M0.02%+54,963+114.2%
483DDDUPONT DE NEMOURS ORD$2.2M0.02%+17,989+60.9%
484ATIATI ORD$2.2M0.02%+14,951NEW
485LULULULULEMON ATHLETICA ORD$2.2M0.02%+6,466+84.5%
486AAALCOA ORD$2.2M0.02%+32,574NEW
487DOCHEALTHPEAK PROPERTIES ORD$2.2M0.02%+30,807+30.7%
488CNCCENTENE ORD$2.1M0.02%+29,776+83.1%
489MKSIMKS ORD$2.1M0.02%+9,270NEW
490GPCGENUINE PARTS ORD$2.1M0.02%+8,851+78.5%
491ADCAGREE REALTY REIT ORD$2.1M0.02%+18,653+195.1%
492APAAPA ORD$2.1M0.02%+50,059NEW
493FSLRFIRST SOLAR ORD$2.1M0.02%+3,185+42.0%
494ASTSAST SPACEMOBILE CL A ORD$2.1M0.02%+25,586NEW
495AKAMAKAMAI TECHNOLOGIES ORD$2.1M0.02%+8,949+94.3%
496CRSCARPENTER TECHNOLOGY ORD$2.1M0.02%+5,350NEW
497FRTFEDERAL REIT ORD$2.1M0.02%+15,049+314.5%
498MRNAMODERNA ORD$2.1M0.02%+41,326NEW
499ALNYALNYLAM PHARMACEUTICALS ORD$2.1M0.02%3,494−35.5%
500ENTGENTEGRIS ORD$2.1M0.02%+7,909+79.5%

Source: SEC EDGAR · accession 0001140361-26-020569. 13F discloses long positions only — shorts, foreign equities, and options are excluded.