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Institutional

Andra AP-fonden

CIK 0001535452
$8.39B
Reported AUM
396
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Andra AP-fonden · Q1 2026

AI · grounded in 13F

Andra AP-fonden established a new position in AZN valued at $347.1M. The fund also increased its holdings in GOOG by 186.5% and GOOGL by 93.4%. On the sell side, the fund closed its position in MICC, reducing its exposure by $57.7M. Other notable reductions include trimming shares of NTAP by 93.4% and KLAC by 86.3%.

Portfolio · Q1 2026

NVDA$614.4MAAPL$553.2MMSFTAZNAMZNGOOGLGOOGAVGOMETAOther$5.04BAA

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$200.752.93%12.42%774.16%$614.4M7.32%HELD
2AAPLAPPLE INC$308.91-7.35%53.24%108.42%$553.2M6.59%HELD
3MSFTMICROSOFT CORP$464.723.02%-10.62%60.10%$382.4M4.56%HELD
4AZNASTRAZENECA PLC$169.64-0.99%16.70%60.40%$347.1M4.14%HELD
5AMZNAMAZON$271.5815.32%26.46%56.49%$289.8M3.45%HELD
6GOOGLALPHABET INC CAP STK$356.136.73%85.11%143.37%$245.9M2.93%HELD
7GOOGALPHABET INC$356.656.88%76.17%131.42%$206.6M2.46%HELD
8AVGOBROAD$389.280.37%35.65%758.72%$201.1M2.40%HELD
9METAMETA PLATFORMS INC$556.713.28%-27.89%43.33%$185.9M2.21%HELD
10LLYELI LILLY & CO$1148.84-0.53%50.85%361.96%$117.0M1.39%HELD
11JPMJPMORGAN CHASE & CO$351.790.27%23.57%148.58%$112.6M1.34%HELD
12JNJJOHNSON & JOHNSON$256.350.21%58.23%70.72%$97.3M1.16%HELD
13WMTWALMART INC$111.200.09%13.85%139.22%$86.9M1.04%HELD
14MAMASTERCARD INCORPORATED$573.10-0.74%3.00%70.49%$69.7M0.83%HELD
15MUMICRON TECHNOLOGY INC$823.03-5.90%787.81%1193.85%$68.8M0.82%HELD
16VVISA INC$366.13-0.04%8.84%65.83%$68.6M0.82%HELD
17AMDADVANCED MICRO DEVICES INC$476.15-1.90%186.40%344.13%$64.3M0.77%HELD
18COSTCOSTCO WHOLESALE CORPORATION$951.89-0.24%0.66%120.84%$62.4M0.74%HELD
19ABBVABBVIE INC$250.94-2.51%32.88%150.27%$61.7M0.74%HELD
20PLTRPALANTIR TECHNOLOGIES INC$123.060.65%-20.75%364.16%$59.6M0.71%HELD
21KOCOCA COLA CO$87.59-1.02%30.88%80.45%$50.9M0.61%HELD
22GEGE AEROSPACE$360.071.42%34.35%461.56%$48.5M0.58%HELD
23HDHOME DEPOT INC$331.96-0.42%-8.80%15.26%$47.4M0.56%HELD
24NFLXNETFLIX INC.$71.71-2.00%-38.11%25.99%$46.7M0.56%HELD
25CSCOCISCO SYS INC$115.992.14%73.60%122.41%$44.5M0.53%HELD
26MRKMERCK & CO INC$130.200.32%68.33%97.86%$43.8M0.52%HELD
27PEPPEPSICO INC$139.56-0.46%4.65%5.03%$43.2M0.51%HELD
28PGPROCTER & GAMBLE CO$144.490.37%-1.27%15.38%$41.6M0.50%HELD
29TJXTJX COS INC NEW$157.34-1.21%26.73%132.46%$40.0M0.48%HELD
30BACBANK AMERICA CORP$61.950.36%38.49%67.53%$39.7M0.47%HELD
31LRCXLAM RESEARCH CORP$293.02-1.58%$38.2M0.45%HELD
32AEMAGNICO EAGLE MINES LTD$145.27-3.64%$35.5M0.42%HELD
33RYROYAL BK CDA$209.51-0.29%$35.3M0.42%HELD
34WMT2WELLS FARGO & CO$35.0M0.42%HELD
35QCOMQUAL$147.61-2.63%$34.5M0.41%HELD
36KGCKINROSS GOLD CORP$23.10-2.20%$33.6M0.40%HELD
37NEENEXTERA ENERGY INC$86.92-1.15%$33.5M0.40%HELD
38NUNU HLDGS LTD ORD SHS$14.33-1.10%$33.4M0.40%HELD
39ORCLORACLE CORP$129.871.81%$33.0M0.39%HELD
40AMATAPPLIED MATLS INC$507.671.18%$32.1M0.38%HELD
41GILDGILEAD SCIENCES INC$130.21-0.82%$31.0M0.37%HELD
42ANETARISTA NETWORKS INC$180.355.46%$30.7M0.37%HELD
43SHOPSHOPIFY INC$117.15-4.29%$30.6M0.36%HELD
44APHAMPHENOL CORP$160.700.55%$30.3M0.36%HELD
45BKNGBOOKING HOLDINGS INC$192.90-0.18%$29.9M0.36%HELD
46WELLWELLTOWER INC$234.44-0.51%$29.8M0.36%HELD
47LINLINDE PLC$478.38-5.95%$29.8M0.36%HELD
48IBMINTERNATIONAL BUSINESS MACHS$223.650.86%$29.8M0.35%HELD
49DISDISNEY WALT CO$96.190.03%$29.7M0.35%HELD
50ADIANALOG DEVICES INC$367.410.20%$29.5M0.35%HELD
51GSGOLDMAN SACHS GROUP INC$1018.38-0.63%$29.3M0.35%HELD
52ALNYALNYLAM PHARMACEUTICALS INC$205.520.02%$28.7M0.34%HELD
53MSMORGAN STANLEY$210.420.17%$28.5M0.34%HELD
54TMOTHERMO FISHER SCIENTIFIC INC$574.30-0.43%$28.4M0.34%HELD
55UNHUNITEDHEALTH GROUP INC$414.40-1.68%$27.3M0.33%HELD
56MCDMCDONALDS CORP$270.640.82%$27.1M0.32%HELD
57AXPAMERICAN EXPRESS CO$336.25-0.38%$27.0M0.32%HELD
58ECLECOLAB INC$277.63-0.61%$26.3M0.31%HELD
59SUNBSUNBELT RENTALS HOLDINGS INC$71.92-0.84%$26.2M0.31%HELD
60APPAPPLOVIN CORP$395.90-1.97%$25.7M0.31%HELD
61PHPARKER-HANNIFIN CORP$976.531.43%$25.7M0.31%HELD
62INTCINTEL CORP$90.20-1.02%$25.5M0.30%HELD
63CCITIGROUP INC$132.450.10%$25.5M0.30%HELD
64CMCANADIAN IMPERIAL BANK OF CO$118.550.24%$25.4M0.30%HELD
65TXNTEXAS INSTRS INC$275.74-1.08%$24.6M0.29%HELD
66INCYINCYTE CORP$119.52-2.82%$24.4M0.29%HELD
67SHWSHERWIN WILLIAMS CO$340.85-1.16%$24.2M0.29%HELD
68SCHWSCHWAB CHARLES CORP$105.240.87%$24.1M0.29%HELD
69MMM3M CO$176.280.12%$24.1M0.29%HELD
70UBERUBER TECHNOLOGIES INC$70.36-0.01%$23.7M0.28%HELD
71NEMNEWMONT CORP$93.71-2.14%$23.4M0.28%HELD
72RDDTREDDIT INC$140.67-20.99%$23.2M0.28%HELD
73DASHDOORDASH INC$196.16-0.69%$23.2M0.28%HELD
74ISRGINTUITIVE SURGICAL INC$353.330.10%$23.1M0.27%HELD
75WDCWESTERN DIGITAL CORP$544.842.21%$22.1M0.26%HELD
76HCAHCA HEALTHCARE INC$402.591.72%$22.0M0.26%HELD
77MDTMEDTRONIC PLC$85.39-0.37%$22.0M0.26%HELD
78FASTFASTENAL CO$47.712.25%$21.8M0.26%HELD
79INTUINTUIT$316.070.18%$21.7M0.26%HELD
80LOWLOWES COS INC$207.81-1.08%$21.7M0.26%HELD
81GRMNGARMIN LTD$293.78-1.27%$21.7M0.26%HELD
82SYKSTRYKER CORPORATION$325.70-6.42%$21.4M0.25%HELD
83ABTABBOTT LABORATORIES$105.700.09%$21.2M0.25%HELD
84TAT&T INC$23.250.17%$21.1M0.25%HELD
85NOWSERVICENOW INC$111.231.05%$21.1M0.25%HELD
86PLDPROLOGIS INC.$144.61-1.08%$20.8M0.25%HELD
87IQVIQVIA HLDGS INC$235.02-1.16%$20.7M0.25%HELD
88BNSBANK NOVA SCOTIA B C$87.77-0.08%$20.7M0.25%HELD
89RCIROGERS$33.85-0.67%$20.6M0.25%HELD
90VRTVERTIV HOLDINGS CO$241.576.18%$20.4M0.24%HELD
91ROKROCKWELL AUTOMATION INC$480.081.93%$20.4M0.24%HELD
92CBCHUBB LTD SWITZ$350.680.15%$20.2M0.24%HELD
93BMYBRISTOL-MYERS SQUIBB CO$65.310.69%$20.2M0.24%HELD
94NBIXNEUROCRINE BIOSCIENCES INC$166.80-10.08%$19.5M0.23%HELD
95EIXEDISON INTL$73.37-6.81%$19.4M0.23%HELD
96VZVERIZON$46.811.52%$19.4M0.23%HELD
97MNSTMONSTER BEVERAGE CORP NEW$96.38-1.30%$19.4M0.23%HELD
98VLTOVERALTO CORP$94.17-0.57%$19.3M0.23%HELD
99FIXCOMFORT SYS USA INC$1729.691.88%$19.3M0.23%HELD
100COFCAPITAL ONE FINL CORP$209.01-0.54%$19.3M0.23%HELD
101JCIJOHNSON CONTROLS INTERNATION$19.3M0.23%HELD
102HOODROBINHOOD MKTS INC$19.1M0.23%HELD
103SPGSIMON PPTY GROUP INC NEW$18.9M0.23%HELD
104RMDRESMED INC$18.9M0.23%HELD
105KLACKLA CORP$18.8M0.22%HELD
106UNPUNION PAC CORP$18.6M0.22%HELD
107ROSTROSS STORES INC$18.5M0.22%HELD
108GLWCORNING INC$18.5M0.22%HELD
109EAELECTRONIC ARTS INC$18.1M0.22%HELD
110AMGNAMGEN INC$17.7M0.21%HELD
111TELTE CONNECTIVITY PLC ORD$17.7M0.21%HELD
112SPGIS&P GLOBAL INC$17.7M0.21%HELD
113NSCNORFOLK SOUTHN CORP$17.5M0.21%HELD
114CRWDCROWDSTRIKE HLDGS INC$17.5M0.21%HELD
115DEDEERE & CO$17.4M0.21%HELD
116ADSKAUTODESK INC$17.3M0.21%HELD
117GEVGE VERNOVA INC$17.0M0.20%HELD
118TPRTAPESTRY INC$16.9M0.20%HELD
119IDXXIDEXX LABS INC$16.6M0.20%HELD
120NTRANATERA INC$16.5M0.20%HELD
121USBUS BANCORP$16.1M0.19%HELD
122MRVLMARVELL TECHNOLOGY INC$16.1M0.19%HELD
123TERTERADYNE INC$16.0M0.19%HELD
124ORLYOREILLY AUTOMOTIVE INC$15.9M0.19%HELD
125FDXFEDEX CORP$15.9M0.19%HELD
126CBRECBRE GROUP INC$15.8M0.19%HELD
127PNCPNC FINL SVCS GROUP INC$15.8M0.19%HELD
128ELLAUDER ESTEE COS INC$15.6M0.19%HELD
129NDSNNORDSON CORP$15.6M0.19%HELD
130CRDOCREDO TECHNOLOGY GROUP HOLDI$15.6M0.19%HELD
131FNVFRANCO NEV CORP$15.5M0.18%HELD
132UTHRUNITED THERAPEUTICS CORP DEL$15.5M0.18%HELD
133CSXCSX CORP$15.5M0.18%HELD
134EXPEEXPEDIA GROUP INC$15.4M0.18%HELD
135FSLRFIRST SOLAR INC$15.4M0.18%HELD
136ADBEADOBE INC$15.4M0.18%HELD
137SPOTSPOTIFY TECHNOLOGY S A$15.0M0.18%HELD
138EMREMERSON ELEC CO$14.9M0.18%HELD
139PANWPALO ALTO NETWORKS INC$14.8M0.18%HELD
140ULTAULTA BEAUTY INC$14.6M0.17%HELD
141LVSLAS VEGAS SANDS CORP$14.6M0.17%HELD
142LHLABCORP HOLDINGS INC$14.6M0.17%HELD
143VEEVVEEVA SYS INC CL A$14.6M0.17%HELD
144DHRDANAHER CORP DEL$14.5M0.17%HELD
145FOXAFOX CORP CL A$14.4M0.17%HELD
146PAASPAN AMERN SILVER CORP$14.3M0.17%HELD
147SSNCSS&C TECH HLDGS$14.3M0.17%HELD
148WBDWARNER BROS DISCOVERY INC$14.2M0.17%HELD
149CMECME GROUP INC$14.2M0.17%HELD
150ADPAUTOMATIC DATA PROCESSING IN$14.2M0.17%HELD
151BRBROADRIDGE FINL SOLUTIONS IN$14.1M0.17%HELD
152TRVTRAVELERS$14.0M0.17%HELD
153MCOMOODYS CORP$13.8M0.16%HELD
154WSTWEST PHARMACEUTICAL SVSC INC$13.8M0.16%HELD
155ROLROLLINS INC$13.7M0.16%HELD
156UBSUBS GROUP AG$13.6M0.16%HELD
157ITWILLINOIS TOOL WKS INC$13.6M0.16%HELD
158FFIVF5 INC$13.5M0.16%HELD
159AERAERCAP HOLDINGS NV$13.5M0.16%HELD
160NXPINXP SEMICONDUCTORS N V$13.4M0.16%HELD
161CTASCINTAS CORP$13.3M0.16%HELD
162ETNEATON CORP PLC$13.0M0.15%HELD
163WPMWHEATON PRECIOUS METALS CORP$12.9M0.15%HELD
164STXSEAGATE TECHNOLOGY HLDNGS PL ORD$12.8M0.15%HELD
165ABNBAIRBNB INC$12.8M0.15%HELD
166INSMINSMED INC$12.7M0.15%HELD
167HWMHOWMET AEROSPACE INC$12.5M0.15%HELD
168ACNACCENTURE PLC IRELAND$12.5M0.15%HELD
169TTTRANE TECHNOLOGIES PLC$12.5M0.15%HELD
170WDAYWORKDAY INC$12.5M0.15%HELD
171SCCOSOUTHERN COPPER CORP$12.5M0.15%HELD
172BEBLOOM ENERGY CORP$12.4M0.15%HELD
173MCKMCKESSON CORP$12.4M0.15%HELD
174NKENIKE INC$12.4M0.15%HELD
175FOXFOX CORP CL B$12.2M0.15%HELD
176FERGFERGUSON ENTERPRISES INC$12.2M0.15%HELD
177DELLDELL TECHNOLOGIES INC$12.2M0.15%HELD
178MDBMONGODB INC$12.1M0.14%HELD
179CMICUMMINS INC$12.0M0.14%HELD
180CORCENCORA INC$11.9M0.14%HELD
181PODDINSULET CORP$11.8M0.14%HELD
182FEFIRSTENERGY CORP$11.8M0.14%HELD
183AAGILENT TECHNOLOGIES INC$11.6M0.14%HELD
184DDOMINION ENERGY INC$11.6M0.14%HELD
185HLTHILTON WORLDWIDE HLDGS INC$11.5M0.14%HELD
186FERFERROVIAL SE ORD$11.3M0.13%HELD
187AZOAUTOZONE INC$11.2M0.13%HELD
188BAPCREDICORP LTD$11.1M0.13%HELD
189NDAQNASDAQ INC$11.1M0.13%HELD
190DLTRDOLLAR TREE INC$11.0M0.13%HELD
191CDNSCADENCE DESIGN SYSTEM INC$10.9M0.13%HELD
192VMCVULCAN MATLS CO$10.9M0.13%HELD
193VRTXVERTEX PHARMACEUTICALS INC$10.7M0.13%HELD
194BSXBOSTON SCIENTIFIC CORP$10.7M0.13%HELD
195TOSTTOAST INC$10.6M0.13%HELD
196GGGGRACO INC$10.5M0.13%HELD
197CTVACORTEVA INC$10.5M0.12%HELD
198RKTROCKET COS INC$10.4M0.12%HELD
199ILMNILLUMINA INC$10.4M0.12%HELD
200UPSUNITED PARCEL SVCS INC$10.2M0.12%HELD
201EBAYEBAY INC.$10.2M0.12%HELD
202FTSFORTIS INC$9.9M0.12%HELD
203MARMARRIOTT INTL INC NEW$9.8M0.12%HELD
204PNRPENTAIR PLC$9.7M0.12%HELD
205XYLXYLEM INC$9.7M0.12%HELD
206MRSHMARSH & MCLENNAN COS INC$9.6M0.11%HELD
207CPCANADIAN PACIFIC KANSAS CITY$9.6M0.11%HELD
208BIIBBIOGEN INC$9.5M0.11%HELD
209OMCOMNI$9.4M0.11%HELD
210AEPAMERICAN ELEC PWR CO INC$9.3M0.11%HELD
211STESTERIS PLC$9.3M0.11%HELD
212CTSHCOGNIZANT TECHNOLOGY SOLUTIO$9.2M0.11%HELD
213EWEDWARDS LIFESCIENCES CORP$9.2M0.11%HELD
214FICOFAIR ISAAC CORP$9.2M0.11%HELD
215DGDOLLAR GEN CORP$9.1M0.11%HELD
216XYZBLOCK INC$9.0M0.11%HELD
217CLSCELESTICA INC$8.8M0.11%HELD
218MLMMARTIN MARIETTA MATLS INC$8.8M0.10%HELD
219STNESTONECO LTD$8.7M0.10%HELD
220CINFCINCINNATI FINL CORP$8.6M0.10%HELD
221AXONAXON ENTERPRISE INC$8.6M0.10%HELD
222WABWABTEC$8.5M0.10%HELD
223RPRXROYALTY PHARMA PLC$8.5M0.10%HELD
224OREALTY IN$8.3M0.10%HELD
225CFGCITIZENS FINL GROUP INC$8.3M0.10%HELD
226CCL1EURCARNIVAL CORP$8.3M0.10%HELD
227EQIXEQUINIX INC$8.2M0.10%HELD
228AGIALAMOS GOLD INC$8.0M0.10%HELD
229URIUNITED RENTALS INC$7.8M0.09%HELD
230DBDEUTSCHE BK AG$7.8M0.09%HELD
231NRGNRG ENERGY INC$7.7M0.09%HELD
232AMTAMERICAN TOWER CORP$7.7M0.09%HELD
233STLDSTEEL DYNAMICS INC$7.6M0.09%HELD
234RCLROYAL CARIBBEAN GROUP$7.6M0.09%HELD
235CHRWC H ROBINSON WORLDWIDE IN$7.5M0.09%HELD
236CCJCAMECO CORP$7.5M0.09%HELD
237SNOWSNOWFLAKE INC$7.4M0.09%HELD
238PNFPPINNACLE FINL PARTNERS INC$7.4M0.09%HELD
239TDGTRANSDIGM GROUP INC$7.4M0.09%HELD
240DXCMDEX$7.3M0.09%HELD
241AFRMAFFIRM HLDGS INC$7.3M0.09%HELD
242NVRNVR INC$7.3M0.09%HELD
243CEGCONSTELLATION ENERGY CORP$7.2M0.09%HELD
244PTCPTC INC$7.2M0.09%HELD
245UHSUNIVERSAL HLTH SVCS INC$7.1M0.08%HELD
246BXBLACKSTONE INC$7.1M0.08%HELD
247NETCLOUDFLARE INC CL A$6.9M0.08%HELD
248PFEPFIZER INC$6.9M0.08%HELD
249NUENUCOR CORP$6.8M0.08%HELD
250ZSZSCALER INC$6.8M0.08%HELD
251MASMASCO CORP$6.7M0.08%HELD
252DDOGDATADOG INC CL A$6.7M0.08%HELD
253JKHYHENRY JACK & ASSOC INC$6.6M0.08%HELD
254ALLALLSTATE CORP$6.5M0.08%HELD
255CCICROWN CASTLE INC$6.5M0.08%HELD
256CVSCVS HEALTH CORP$6.4M0.08%HELD
257CAHCARDINAL HEALTH INC$6.4M0.08%HELD
258TTWOTAKE-TWO INTERACTIVE SOFTWAR$6.3M0.08%HELD
259GMGENERAL MTRS CO$6.2M0.07%HELD
260YUMYUM BRANDS INC$6.2M0.07%HELD
261KEYSKEYSIGHT TECHNOLOGIES INC$6.2M0.07%HELD
262UALUNITED AIRLS HLDGS INC$6.1M0.07%HELD
263PSAPUBLIC STORAGE OPER CO$6.1M0.07%HELD
264RPMRPM INTL INC$6.0M0.07%HELD
265JBHTHUNT J B TRANS SVCS INC$5.9M0.07%HELD
266WSMWILLIAMS SONOMA INC$5.9M0.07%HELD
267EXREXTRA SPACE STORAGE INC$5.9M0.07%HELD
268EQREQUITY RESIDENTIAL$5.8M0.07%HELD
269HIGHARTFORD INSURANCE GROUP INC$5.7M0.07%HELD
270SOLVSOLVENTUM CORP$5.7M0.07%HELD
271ICEINTERCONTINENTAL EXCHANGE IN$5.6M0.07%HELD
272BMOBANK MONTREAL MEDIUM$5.5M0.07%HELD
273GENGEN DIGITAL INC$5.5M0.07%HELD
274EXPDEXPEDITORS INTL WASH INC$5.4M0.06%HELD
275JJACOBS SOLUTIONS INC$5.4M0.06%HELD
276KKRKKR & CO INC$5.3M0.06%HELD
277ALABASTERA LABS INC$5.2M0.06%HELD
278MTDMETTLER TOLEDO INTERNATIONAL$5.1M0.06%HELD
279HSYHERSHEY CO$5.1M0.06%HELD
280SESEA LTD SPONS$5.0M0.06%HELD
281SYYSYSCO CORP$5.0M0.06%HELD
282RBLXROBLOX CORP$5.0M0.06%HELD
283GRABGRAB HOLDINGS LIMITED CLASS A$4.9M0.06%HELD
284PEVERPURE INC$4.8M0.06%HELD
285EMEEMCOR GROUP INC$4.7M0.06%HELD
286BALLBALL CORP$4.7M0.06%HELD
287CNPCENTERPOINT ENERGY INC$4.5M0.05%HELD
288CCEPCOCA-COLA EUROPACIFIC PARTNE$4.4M0.05%HELD
289VICIVICI PPTYS INC$4.4M0.05%HELD
290ESEVERSOURCE ENERGY$4.3M0.05%HELD
291ZNGAZOOM$4.3M0.05%HELD
292INVHINVITATION HOMES INC$4.2M0.05%HELD
293GLPIGAMING & LEISURE P$4.2M0.05%HELD
294RFREGIONS FINANCIAL CORP NEW$4.2M0.05%HELD
295WMWASTE MGMT INC DEL$4.2M0.05%HELD
296ESSESSEX PPTY TR INC$4.2M0.05%HELD
297AFLAFLAC INC$4.2M0.05%HELD
298DUKDUKE ENERGY CORP NEW$4.1M0.05%HELD
299NTAPNETAPP INC$4.1M0.05%HELD
300HO1HOLOGIC INC$4.1M0.05%HELD
301GWWWW GRAINGER INC$4.0M0.05%HELD
302CIENCIENA CORP$4.0M0.05%HELD
303SOFISOFI TECHNOLOGIES INC$3.9M0.05%HELD
304BVNCOMPANIA DE MINAS BUENAVENTU SPONSORED$3.9M0.05%HELD
305VRSNVERISIGN INC$3.9M0.05%HELD
306ALCALCON AG ORD$3.8M0.04%HELD
307CMGCHIPOTLE MEXICAN GRILL INC$3.7M0.04%HELD
308DHID R HORTON INC$3.7M0.04%HELD
309NBISNEBIUS GROUP N.V.$3.7M0.04%HELD
310TMUST-MOBILE US INC$3.5M0.04%HELD
311AMPAMERIPRISE FINL INC$3.5M0.04%HELD
312SNASNAP ON INC$3.4M0.04%HELD
313DOVDOVER CORP$3.3M0.04%HELD
314REGNREGENERON PHARMACEUTICALS$3.3M0.04%HELD
315IRMIRON MTN INC DEL$3.2M0.04%HELD
316TFIITRANSFORCE INC$3.2M0.04%HELD
317FFORD MTR CO$3.1M0.04%HELD
318PGRPROGRESSIVE CORP$3.0M0.04%HELD
319NTRNUTRIEN LTD$2.9M0.03%HELD
320STNSTANTEC INC$2.8M0.03%HELD
321KIMKIMCO REALTY CORP$2.7M0.03%HELD
322AJGGALLAGHER ARTHUR J & CO$2.7M0.03%HELD
323SUISUN CMNTYS INC$2.6M0.03%HELD
324ELVELEVANCE HEALTH INC FORMERLY$2.6M0.03%HELD
325PCGPG&E CORP$2.6M0.03%HELD
326AMEAMETEK INC$2.6M0.03%HELD
327MKLMARKEL GROUP INC$2.6M0.03%HELD
328SYFSYNCHRONY FINANCIAL$2.4M0.03%HELD
329TEAMATLASSIAN CORPORATION$2.4M0.03%HELD
330CBOECBOE GLOBAL MKTS INC$2.4M0.03%HELD
331VSTVISTRA CORP$2.3M0.03%HELD
332TFCTRUIST FINL CORP$2.2M0.03%HELD
333TWLOTWILIO INC$2.2M0.03%HELD
334METMETLIFE INC$2.2M0.03%HELD
335MGAMAGNA INTL INC$2.2M0.03%HELD
336CPAYCORPAY INC$2.2M0.03%HELD
337ALLEALLEGION PLC ORD$2.1M0.03%HELD
338KEYKEYCORP$2.1M0.02%HELD
339REGREGENCY CTRS CORP$1.9M0.02%HELD
340DDDUPONT DE NEMOURS INC$1.9M0.02%HELD
341FLEXFLEXTRONICS INTL LTD$1.8M0.02%HELD
342VTRVENTAS INC$1.7M0.02%HELD
343RVMDREVOLUTION MEDICINES INC$1.6M0.02%HELD
344LULULULULEMON ATHLETICA INC$1.6M0.02%HELD
345CITHE CIGNA GROUP$1.6M0.02%HELD
346RSRELIANCE INC$1.5M0.02%HELD
347DALDELTA AIR LINES INC$1.5M0.02%HELD
348MSCIMSCI INC$1.4M0.02%HELD
349FISFIDELITY NATL INFORMATION SV$1.4M0.02%HELD
350CMCSACOMCAST CORP NEW$1.4M0.02%HELD
351PHMPULTE GROUP INC$1.3M0.02%HELD
352BURLBURLINGTON STORES INC$1.2M0.01%HELD
353WRBBERKLEY W R CORP$1.2M0.01%HELD
354HUBSHUBSPOT INC$1.2M0.01%HELD
355WTWWILLIS TOWERS WATSON PLC LTD$1.1M0.01%HELD
356OTEXOPEN TEXT CORP$1.1M0.01%HELD
357BEPCBROOKFIELD RENEWABLE CORP$1.1M0.01%HELD
358HEI/AHEICO CORP NEW$1.1M0.01%HELD
359PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.01%HELD
360CVNACARVANA CO$1.0M0.01%HELD
361XELXCEL ENERGY INC$1.0M0.01%HELD
362TSCOTRACTOR SUPPLY CO$1.0M0.01%HELD
363RKLBROCKET LAB CORP$1.0M0.01%HELD
364TDYTELEDYNE TECHNOLOGIES INC$799K0.01%HELD
365PYPLPAYPAL HLDGS INC$783K0.01%HELD
366CRMSALESFORCE INC$635K0.01%HELD
367DPZDOMINOS PIZZA INC$564K0.01%HELD
368HBANHUNTINGTON BANCSHARES INC$548K0.01%HELD
369RACEFERRARI N V$540K0.01%HELD
370LOGILOGITECH INTL S A$514K0.01%HELD
371ZBRAZEBRA TECHNOLOGIES CORPORATI$473K0.01%HELD
372SNPSSYNOPSYS INC$423K0.01%HELD
373DLRDIGITAL RLTY TR INC$381K0.00%HELD
374MPWRMONOLITHIC PWR SYS INC$366K0.00%HELD
375HUMHUMANA INC$361K0.00%HELD
376NWSANEWS CORP NEW$359K0.00%HELD
377MKCMCCORMICK & CO INC$333K0.00%HELD
378MCHPMICROCHIP TECHNOLOGY INC.$307K0.00%HELD
379EXCEXELON CORP$299K0.00%HELD
380SBACSBA$275K0.00%HELD
381EDCONSOLIDATED EDISON INC$226K0.00%HELD
382QGENQIAGEN NV$195K0.00%HELD
383WATWATERS CORP$191K0.00%HELD
384QSRRESTAURANT BRANDS INTL INC$124K0.00%HELD
385COOCOOPER COS INC$107K0.00%HELD
386ENTGENTEGRIS INC$106K0.00%HELD
387NLYANNALY CAPITAL MANAGEMENT IN$103K0.00%HELD
388GEHCGE HEALTHCARE TECHNOLOGIES I$93K0.00%HELD
389ZZILLOW GROUP INC$91K0.00%HELD
390PFGPRINCIPAL FINANCIAL GROUP IN$81K0.00%HELD
391WECWEC ENERGY GROUP INC$77K0.00%HELD
392WPCWP CAREY INC$64K0.00%HELD
393FTVFORTIVE CORP$61K0.00%HELD
394HEIHEICO CORP NEW$55K0.00%HELD
395TWTRADEWEB MKTS INC$26K0.00%HELD
396PKGPACKAGING CORP AMER$21K0.00%HELD

Source: SEC EDGAR · accession 0001535452-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.