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Institutional

APG Asset Management N.V.

CIK 0001434819
$31.56B
Reported AUM
513
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · APG Asset Management N.V. · Q1 2026

AI · grounded in 13F

APG Asset Management N.V. reduced its position in STE by 92.34%. The fund also trimmed holdings in AAPL by 41.1% and NVDA by 37.53%. On the buy side, the fund increased its stake in LLY by 32.69% and WMT by 20.96%.

Portfolio · Q1 2026

MSFT$1.82BNVDA$1.79BAVGOAMZNAAPLLLYJPMCOSTMAOther$19.58BAN

Top holdings· first 500 of 513

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.82B5.76%1,033,435−15.4%
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.79B5.67%7,101,152−37.5%
3AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.46B4.63%+207,489+4.0%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.36B4.32%+170,027+2.3%
5AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.30B4.11%4,111,272−41.1%
6LLYELI LILLY & CO$1131.420.55%48.00%387.10%$927.4M2.94%+286,183+32.7%
7JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$858.4M2.72%+475,936+16.5%
8COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$657.2M2.08%+88,036+13.1%
9MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$614.1M1.95%+98,561+7.5%
10TJXTJX COS INC NEW$160.711.31%26.64%151.20%$417.4M1.32%+336,239+12.6%
11TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$397.7M1.26%+25,212+2.8%
12BRK/BBERKSHIRE HATHAWAY INC DEL$359.2M1.14%+127,480+17.3%
13CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%26.68%154.78%$343.0M1.09%+29,209+2.1%
14FERGFERGUSON ENTERPRISES INC$229.58-0.44%10.91%81.16%$327.9M1.04%211,572−11.6%
15VVISA INC$323.571.06%-11.91%36.33%$320.8M1.02%+156,907+14.7%
16WMTWALMART INC$118.880.97%22.99%166.67%$304.8M0.97%+489,655+21.0%
17SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$303.6M0.96%+133,623+14.4%
18PGRPROGRESSIVE CORP$204.024.42%-22.22%139.78%$289.5M0.92%+50,901+3.1%
19ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$283.6M0.90%+22,288+3.2%
20TYLTYLER TECHNOLOGIES INC$306.88-1.66%-45.84%-36.65%$279.3M0.89%+279,586+42.3%
21WSTWEST PHARMACEUTICAL SVSC INC$317.270.88%40.43%-22.62%$275.7M0.87%+68,277+5.7%
22FITBFIFTH THIRD BANCORP$52.260.48%36.71%71.60%$272.1M0.86%+145,109+2.2%
23ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$269.9M0.86%20,271−0.8%
24MCOMOODYS CORP$451.350.49%-6.92%25.21%$259.0M0.82%+115,107+20.2%
25ABBVABBVIE INC$227.231.02%23.60%135.68%$235.8M0.75%+117,344+10.4%
26NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$231.2M0.73%+237,728+9.4%
27AJGGALLAGHER ARTHUR J & CO$216.142.44%-33.38%63.48%$221.3M0.70%5,357−0.5%
28MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$220.2M0.70%+98,417+15.1%
29CBRECBRE GROUP INC$130.93-0.02%1.84%35.74%$217.1M0.69%+252,223+15.8%
30JKHYHENRY JACK & ASSOC INC$130.11-0.47%-27.36%-20.33%$214.4M0.68%352−0.0%
31MSAMSA SAFETY INC$162.820.94%$213.1M0.68%HELD
32PGPROCTER & GAMBLE CO$146.544.09%$210.5M0.67%+118,381+7.6%
33IRINGERSOLL RAND INC$72.21-0.06%$210.4M0.67%2,999−0.1%
34HDHOME DEPOT INC$310.780.27%$207.6M0.66%+64,026+9.7%
35LPLALPL FINL HLDGS INC$288.49-1.15%$201.7M0.64%+28,975+3.9%
36ROLROLLINS INC$47.101.29%$197.5M0.63%1,000,241−19.0%
37TSCOTRACTOR SUPPLY CO$29.910.42%$187.8M0.59%+627,740+15.1%
38BACBANK AMERICA CORP$53.83-0.63%$183.8M0.58%+214,856+5.2%
39GEGE AEROSPACE$328.000.11%$182.6M0.58%+43,010+6.2%
40CSCOCISCO SYS INC$121.64-6.43%$181.4M0.57%+440,183+19.5%
41MRKMERCK & CO INC$120.790.44%$178.3M0.57%+55,172+3.3%
42AMDADVANCED MICRO DEVICES INC$466.38-10.86%$167.3M0.53%+23,687+2.6%
43KOCOCA COLA CO$79.483.46%$163.2M0.52%+177,494+7.7%
44LINLINDE PLC$507.900.09%$156.2M0.50%+2,148+0.6%
45LRCXLAM RESEARCH CORP$303.28-9.85%$154.4M0.49%+95,094+12.9%
46AMATAPPLIED MATLS INC$453.01-9.71%$152.6M0.48%+66,157+14.8%
47ORCLORACLE CORP$213.68-9.59%$133.7M0.42%18,302−1.7%
48UNHUNITEDHEALTH GROUP INC$399.470.76%$133.6M0.42%+12,813+2.3%
49PEPPEPSICO INC$141.92-0.16%$132.4M0.42%+26,063+2.7%
50GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$131.5M0.42%+6,580+3.8%
51WMT2WELLS FARGO & CO$128.5M0.41%+45,380+2.5%
52VZVERIZON COMMUNICATIONS INC$45.371.11%$126.9M0.40%87,783−2.9%
53APHAMPHENOL CORP$138.81-5.42%$122.8M0.39%306,500−21.5%
54RYROYAL BK CDA$194.04-0.48%$121.5M0.39%+21,717+2.6%
55AMGNAMGEN INC$349.581.15%$120.9M0.38%17,212−4.2%
56GILDGILEAD SCIENCES INC$129.16-0.02%$120.3M0.38%+12,124+1.2%
57KLACKLA CORP$1929.20-9.47%$114.3M0.36%+9,604+12.0%
58TAT&T INC$22.75-0.09%$110.8M0.35%+13,010+0.3%
59INTCINTEL CORP$99.17-11.28%$110.8M0.35%+489,516+20.4%
60BRBROADRIDGE FINL SOLUTIONS IN$148.84-1.65%$109.4M0.35%108,759−12.3%
61MCDMCDONALDS CORP$279.842.61%$106.3M0.34%+22,000+5.9%
62NEENEXTERA ENERGY INC$85.840.19%$106.1M0.34%+81,225+6.6%
63MSMORGAN STANLEY$211.93-2.90%$102.8M0.33%+16,353+2.3%
64CRMSALESFORCE INC$185.66-1.64%$99.8M0.32%+7,796+1.3%
65TXNTEXAS INSTRS INC$285.06-6.65%$94.9M0.30%+18,723+3.4%
66CCITIGROUP INC$132.47-1.98%$94.6M0.30%+5,948+0.6%
67MCKMCKESSON CORP$775.662.47%$88.0M0.28%6,003−4.9%
68GLWCORNING INC$177.58-10.18%$87.0M0.28%70,657−8.8%
69AXPAMERICAN EXPRESS CO$310.66-0.60%$85.4M0.27%+6,463+2.0%
70ABTABBOTT LABORATORIES$91.070.32%$84.7M0.27%+43,265+4.8%
71SCHWSCHWAB CHARLES CORP$88.840.95%$84.0M0.27%15,952−1.5%
72DISDISNEY WALT CO$99.710.37%$81.5M0.26%+39,751+4.3%
73ZBRAZEBRA TECHNOLOGIES CORPORATI$235.711.55%$81.3M0.26%270,547−37.6%
74BLKBLACKROCK INC$995.60-2.64%$79.1M0.25%+72+0.1%
75PANWPALO ALTO NETWORKS INC$272.05-2.58%$79.0M0.25%+86,589+18.0%
76DEDEERE & CO$583.44-1.40%$78.3M0.25%+4,117+2.6%
77UBERUBER TECHNOLOGIES INC$70.71-2.08%$78.1M0.25%+31,753+2.6%
78CLCOLGATE PALMOLIVE CO$88.584.09%$76.1M0.24%68,351−6.2%
79UNPUNION PAC CORP$272.323.19%$75.8M0.24%+7,499+2.1%
80SHOPSHOPIFY INC$109.54-5.60%$74.8M0.24%+13,051+1.8%
81PFEPFIZER INC$26.041.36%$74.2M0.24%+103,340+3.5%
82VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$74.2M0.24%+3,000+1.6%
83CBCHUBB LTD SWITZ$326.273.74%$73.5M0.23%11,313−4.2%
84PLDPROLOGIS INC.$144.540.52%$73.4M0.23%+24,931+4.1%
85ADIANALOG DEVICES INC$401.39-6.38%$73.3M0.23%+7,816+3.0%
86ETNEATON CORP PLC$395.94-5.42%$72.0M0.23%+4,809+2.1%
87WMWASTE MGMT INC DEL$220.400.63%$71.2M0.23%45,432−11.3%
88TMUST-MOBILE US INC$178.100.61%$71.1M0.23%29,995−7.1%
89INTUINTUIT$296.76-1.73%$71.1M0.23%2,317−1.2%
90BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$69.7M0.22%126,143−8.7%
91WELLWELLTOWER INC$206.933.03%$68.1M0.22%+31,639+8.7%
92LOWLOWES COS INC$210.741.55%$66.7M0.21%18,484−5.4%
93DUKDUKE ENERGY CORP NEW$124.221.97%$64.9M0.21%14,039−2.4%
94QCOMQUALCOMM INC$215.94-10.98%$63.9M0.20%39,355−6.4%
95ACNACCENTURE PLC IRELAND$178.25-0.34%$63.0M0.20%19,818−5.1%
96COFCAPITAL ONE FINL CORP$180.67-1.38%$63.0M0.20%+1,114+0.3%
97SOSOUTHERN CO$92.601.07%$62.4M0.20%9,384−1.2%
98PHPARKER-HANNIFIN CORP$882.341.16%$61.9M0.20%284−0.4%
99HCAHCA HEALTHCARE INC$372.132.85%$61.2M0.19%+5,901+4.1%
100CMECME GROUP INC$257.400.52%$60.2M0.19%7,729−3.2%
101NEMNEWMONT CORP$59.5M0.19%+4,064+0.6%
102DHRDANAHER CORP DEL$58.3M0.18%34,483−8.9%
103SPGIS&P GLOBAL INC$58.3M0.18%560−0.4%
104VRTVERTIV HOLDINGS CO$56.5M0.18%3,925−1.5%
105NOWSERVICENOW INC$56.4M0.18%4,293−0.7%
106APPAPPLOVIN CORP$55.0M0.17%+1,640+1.0%
107MRSHMARSH & MCLENNAN COS INC$53.3M0.17%13,719−3.7%
108EQIXEQUINIX INC$52.1M0.16%573−0.9%
109AEMAGNICO EAGLE MINES LTD$52.0M0.16%3,097−1.0%
110CRWDCROWDSTRIKE HLDGS INC$51.1M0.16%+259+0.2%
111MDTMEDTRONIC PLC$51.0M0.16%61,212−8.3%
112ADBEADOBE INC$50.0M0.16%23,166−8.9%
113TTTRANE TECHNOLOGIES PLC$49.9M0.16%+2,690+2.0%
114AZOAUTOZONE INC$49.6M0.16%838−4.7%
115STXSEAGATE TECHNOLOGY HLDNGS PL$49.3M0.16%+22,058+18.0%
116ECLECOLAB INC$49.1M0.16%6,391−2.9%
117BSXBOSTON SCIENTIFIC CORP$48.8M0.15%93,130−9.4%
118ICEINTERCONTINENTAL EXCHANGE IN$48.1M0.15%6,430−1.8%
119MRVLMARVELL TECHNOLOGY INC$47.9M0.15%+63,403+12.8%
120MELIMERCADOLIBRE INC$47.6M0.15%+754+2.4%
121CMCSACOMCAST CORP NEW$47.6M0.15%1,123−0.1%
122USBUS BANCORP$47.5M0.15%+30,076+2.9%
123AMTAMERICAN TOWER CORP$46.8M0.15%+19,616+6.7%
124SBUXSTARBUCKS CORP$46.3M0.15%+8,989+1.5%
125CEGCONSTELLATION ENERGY CORP$45.9M0.15%+3,585+1.9%
126ADPAUTOMATIC DATA PROCESSING IN$45.2M0.14%3,861−1.5%
127SNPSSYNOPSYS INC$45.2M0.14%27,616−17.4%
128RSGREPUBLIC SVCS INC$45.1M0.14%16,839−6.6%
129ORLYOREILLY AUTOMOTIVE INC$44.6M0.14%11,418−2.0%
130HWMHOWMET AEROSPACE INC$44.4M0.14%+2,578+1.2%
131MARMARRIOTT INTL INC NEW$43.6M0.14%322−0.2%
132CITHE CIGNA GROUP$43.4M0.14%+7,366+4.1%
133TELTE CONNECTIVITY PLC$43.3M0.14%29,016−10.8%
134BMOBANK MONTREAL MEDIUM$43.3M0.14%+470+0.1%
135WDCWESTERN DIGITAL CORP$42.6M0.14%17,468−8.8%
136REGNREGENERON PHARMACEUTICALS$42.5M0.13%7,628−10.7%
137SPOTSPOTIFY TECHNOLOGY S A$42.5M0.13%+13,723+15.7%
138CVSCVS HEALTH CORP$41.2M0.13%69,680−9.5%
139QUREQUANTA SVCS INC$40.8M0.13%498−0.6%
140CAHCARDINAL HEALTH INC$40.7M0.13%26,878−10.8%
141ELVELEVANCE HEALTH INC FORMERLY$40.4M0.13%20,188−11.3%
142CTASCINTAS CORP$39.6M0.13%+580+0.2%
143EDCONSOLIDATED EDISON INC$39.2M0.12%61,024−13.3%
144CMCANADIAN IMPERIAL BANK OF CO$39.1M0.12%5,696−1.2%
145KKRKKR & CO INC$38.3M0.12%+2,180+0.5%
146BXBLACKSTONE INC$38.2M0.12%+609+0.2%
147TRVTRAVELERS COMPANIES INC$38.2M0.12%6,960−4.4%
148ROPROPER TECHNOLOGIES INC$38.2M0.12%8,991−6.7%
149BNSBANK NOVA SCOTIA B C$38.2M0.12%3,656−0.6%
150EMREMERSON ELEC CO$38.0M0.12%1,928−0.6%
151TDGTRANSDIGM GROUP INC$37.1M0.12%+335+0.9%
152NXPINXP SEMICONDUCTORS N V$37.0M0.12%55,421−20.4%
153BKBANK NEW YORK MELLON CORP$36.9M0.12%4,462−1.2%
154DDOMINION ENERGY INC$36.4M0.12%5,716−0.8%
155PNCPNC FINL SVCS GROUP INC$36.4M0.12%2,642−1.3%
156JCIJOHNSON CONTROLS INTERNATION$36.1M0.11%19,090−5.7%
157CMICUMMINS INC$35.5M0.11%+107+0.1%
158CRHCRH PLC$35.0M0.11%1,344−0.3%
159AEPAMERICAN ELEC PWR CO INC$34.6M0.11%13,733−4.3%
160KMBKIMBERLY-CLARK CORP$34.2M0.11%30,911−7.0%
161CSXCSX CORP$34.2M0.11%+818+0.1%
162ITWILLINOIS TOOL WKS INC$34.1M0.11%280−0.2%
163PCARPACCAR INC$33.9M0.11%4,831−1.4%
164SRESEMPRA$31.7M0.10%8,448−2.2%
165CPCANADIAN PACIFIC KANSAS CITY$31.7M0.10%10,053−2.1%
166EXCEXELON CORP$31.4M0.10%26,849−3.5%
167AONAON PLC$31.4M0.10%2,160−1.9%
168EWEDWARDS LIFESCIENCES CORP$31.3M0.10%+69,515+18.3%
169DELLDELL TECHNOLOGIES INC$31.0M0.10%4,344−2.0%
170GMGENERAL MTRS CO$31.0M0.10%7,759−1.6%
171WMBWILLIAMS COS INC$30.8M0.10%52,794−9.8%
172YUMYUM BRANDS INC$30.7M0.10%14,371−5.9%
173AFLAFLAC INC$30.5M0.10%16,762−5.0%
174GRMNGARMIN LTD$29.6M0.09%8,926−5.7%
175DASHDOORDASH INC$29.5M0.09%+4,119+1.9%
176NETCLOUDFLARE INC$29.1M0.09%4,270−2.6%
177APDAIR PRODUCTS AND CHEMICALS I$28.7M0.09%1,640−1.4%
178NKENIKE INC$28.0M0.09%+135+0.0%
179ADSKAUTODESK INC$27.5M0.09%+11,840+9.8%
180CORCENCORA INC$27.4M0.09%+160+0.2%
181TERTERADYNE INC$27.2M0.09%+22,761+27.5%
182SPGSIMON PPTY GROUP INC NEW$27.1M0.09%21,489−11.4%
183FTNTFORTINET INC$27.0M0.09%6,475−1.7%
184EAELECTRONIC ARTS INC$26.9M0.09%21,632−12.5%
185VSTVISTRA CORP$26.6M0.08%+3,907+2.0%
186AMEAMETEK INC$26.3M0.08%10,575−7.0%
187DGXQUEST DIAGNOSTICS INC$26.2M0.08%43,953−22.2%
188TFCTRUIST FINL CORP$26.0M0.08%11,170−1.7%
189DLRDIGITAL RLTY TR INC$25.9M0.08%264−0.2%
190MFCMANULIFE FINL CORP$25.6M0.08%12,040−1.4%
191HIGHARTFORD INSURANCE GROUP INC$25.4M0.08%11,613−5.1%
192SNOWSNOWFLAKE INC$24.8M0.08%97−0.1%
193ETRENTERGY CORP NEW$24.5M0.08%24,859−9.0%
194ACGLARCH CAP GROUP LTD$24.4M0.08%18,881−6.1%
195TGTTARGET CORP$24.3M0.08%1,630−0.7%
196WABWABTEC$24.3M0.08%3,084−2.7%
197ALLALLSTATE CORP$24.1M0.08%2,975−2.2%
198CARRCARRIER GLOBAL CORPORATION$24.1M0.08%+33,131+7.2%
199URIUNITED RENTALS INC$24.0M0.08%736−1.9%
200GEVGE VERNOVA INC$24.0M0.08%2,143−6.3%
201HOODROBINHOOD MKTS INC$24.0M0.08%266−0.1%
202IDXXIDEXX LABS INC$23.6M0.07%+2,624+5.7%
203CMGCHIPOTLE MEXICAN GRILL INC$23.6M0.07%30,062−3.4%
204FASTFASTENAL CO$23.5M0.07%3,442−0.6%
205MPWRMONOLITHIC PWR SYS INC$23.4M0.07%2,918−10.6%
206APOAPOLLO GLOBAL MGMT INC$23.4M0.07%+17,987+8.0%
207WRBBERKLEY W R CORP$23.1M0.07%45,091−10.1%
208VRSNVERISIGN INC$23.1M0.07%26,868−20.1%
209ZTSZOETIS INC$23.0M0.07%30,036−11.8%
210XYLXYLEM INC$23.0M0.07%12,658−5.4%
211MNSTMONSTER BEVERAGE CORP NEW$22.5M0.07%2,059−0.6%
212AWKAMERICAN WTR WKS CO INC NEW$22.3M0.07%20,919−10.0%
213NTAPNETAPP INC$22.3M0.07%18,776−7.0%
214VRSKVERISK ANALYTICS INC$22.0M0.07%10,214−7.1%
215WCNWASTE CONNECTIONS INC$22.0M0.07%5,441−3.4%
216GWWWW GRAINGER INC$21.7M0.07%600−2.6%
217KEYSKEYSIGHT TECHNOLOGIES INC$21.5M0.07%1,611−1.8%
218CTSHCOGNIZANT TECHNOLOGY SOLUTIO$21.3M0.07%54,478−12.0%
219COINCOINBASE GLOBAL INC$21.3M0.07%+14,604+11.6%
220PAYXPAYCHEX INC$20.9M0.07%24,733−8.6%
221XELXCEL ENERGY INC$20.6M0.07%3,264−1.1%
222FFORD MTR CO$20.2M0.06%14,243−0.7%
223CCEPCOCA-COLA EUROPACIFIC PARTNE$19.9M0.06%46,588−15.6%
224BDXBECTON DICKINSON & CO$19.9M0.06%20,304−12.2%
225CVNACARVANA CO$19.8M0.06%+2,280+3.2%
226KDPKEURIG DR PEPPER INC$19.8M0.06%30,283−3.4%
227FISVFISERV INC$19.8M0.06%22,721−5.3%
228FFIVF5 INC$19.7M0.06%6,000−7.1%
229KRKROGER CO$19.4M0.06%2,895−0.9%
230NTRNUTRIEN LTD$19.1M0.06%13,223−4.3%
231PEGPUBLIC SVC ENTERPRISE GROUP$19.1M0.06%4,617−1.7%
232CHRWC H ROBINSON WORLDWIDE IN$19.0M0.06%19,228−12.7%
233PSAPUBLIC STORAGE OPER CO$18.8M0.06%1,320−1.6%
234RMDRESMED INC$18.6M0.06%12,658−11.7%
235PYPLPAYPAL HLDGS INC$18.5M0.06%129,329−21.5%
236PCGPG&E CORP$18.4M0.06%14,481−1.2%
237CMSCMS ENERGY CORP$18.3M0.06%14,734−5.1%
238RJFRAYMOND JAMES FINL INC$18.2M0.06%7,654−5.0%
239AMPAMERIPRISE FINL INC$18.1M0.06%2,040−4.2%
240EBAYEBAY INC.$18.1M0.06%6,515−2.8%
241MKLMARKEL GROUP INC$18.0M0.06%650−5.6%
242MSCIMSCI INC$17.9M0.06%11,855−23.7%
243ROKROCKWELL AUTOMATION INC$17.9M0.06%80−0.1%
244AIGAMERICAN INTL GROUP INC$17.7M0.06%12,523−4.4%
245SSNCSS&C TECH HLDGS$17.5M0.06%+14,775+5.2%
246PTCPTC INC$17.3M0.05%16,585−10.6%
247EQREQUITY RESIDENTIAL$17.3M0.05%22,508−6.3%
248METMETLIFE INC$17.1M0.05%6,225−2.2%
249TTWOTAKE-TWO INTERACTIVE SOFTWAR$17.0M0.05%+9,740+10.9%
250VTRVENTAS INC$16.8M0.05%+4,734+2.0%
251NDAQNASDAQ INC$16.8M0.05%5,987−2.6%
252CHKPCHECK POINT SOFTWARE TECH LT$16.8M0.05%16,301−10.7%
253CINFCINCINNATI FINL CORP$16.5M0.05%7,384−5.8%
254WTWWILLIS TOWERS WATSON PLC LTD$16.5M0.05%2,760−4.1%
255DHID R HORTON INC$16.5M0.05%5,699−4.0%
256WECWEC ENERGY GROUP INC$16.4M0.05%622−0.4%
257KGCKINROSS GOLD CORP$16.4M0.05%12,994−2.1%
258CPRTCOPART INC$16.2M0.05%16,368−2.8%
259SLFSUN LIFE FINANCIAL INC.$16.2M0.05%HELD
260CDWCDW CORP$15.9M0.05%20,426−11.9%
261CLSCELESTICA INC$15.9M0.05%1,475−2.2%
262HLTHILTON WORLDWIDE HLDGS INC$15.9M0.05%5,832−8.8%
263GEHCGE HEALTHCARE TECHNOLOGIES I$15.8M0.05%6,565−2.5%
264KMIKINDER MORGAN INC DEL$15.7M0.05%56,446−9.5%
265OTISOTIS WORLDWIDE CORP$15.6M0.05%7,510−3.1%
266STTSTATE STR CORP$15.5M0.05%3,963−2.7%
267CCICROWN CASTLE INC$15.5M0.05%3,224−1.5%
268SUNBSUNBELT RENTALS HOLDINGS INC$15.4M0.05%+283,052NEW
269CHDCHURCH & DWIGHT CO INC$15.3M0.05%22,199−10.5%
270MCHPMICROCHIP TECHNOLOGY INC.$15.3M0.05%7,699−2.7%
271ADMARCHER DANIELS MIDLAND CO$15.2M0.05%1,296−0.5%
272BROBROWN & BROWN INC$15.1M0.05%+5,012+1.9%
273PRUPRUDENTIAL FINL INC$15.0M0.05%5,194−2.8%
274SYYSYSCO CORP$14.9M0.05%30,971−11.4%
275STESTERIS PLC$14.9M0.05%936,615−92.3%
276AXONAXON ENTERPRISE INC$14.8M0.05%680−1.7%
277GDSGDS HLDGS LTD$14.7M0.05%HELD
278MSTRSTRATEGY INC$14.5M0.05%10,033−7.0%
279LLOEWS CORP$14.5M0.05%25,868−14.2%
280XYZBLOCK INC$14.5M0.05%5,589−2.0%
281DOWDOW HLDGS INC$14.5M0.05%+42,949+12.0%
282INCYINCYTE CORP$14.4M0.05%18,806−9.6%
283KVUEKENVUE INC$14.4M0.05%35,712−3.6%
284GISGENERAL MILLS INC$14.4M0.05%27,823−5.9%
285WDAYWORKDAY INC$14.3M0.05%15,214−10.7%
286AAGILENT TECHNOLOGIES INC$14.3M0.05%18,425−11.3%
287CNPCENTERPOINT ENERGY INC$14.1M0.04%+22,986+6.5%
288MTBM & T BK CORP$14.1M0.04%3,696−4.5%
289DDOGDATADOG INC$14.0M0.04%+14,647+12.0%
290AVBAVALONBAY CMNTYS INC$13.9M0.04%31,885−24.5%
291HBANHUNTINGTON BANCSHARES INC$13.8M0.04%+268,422+35.9%
292EXREXTRA SPACE STORAGE INC$13.7M0.04%20,572−14.6%
293DGDOLLAR GEN CORP$13.6M0.04%+17,499+15.3%
294CNICANADIAN NATL RY CO$13.5M0.04%13,985−8.4%
295DTEDTE ENERGY CO$13.4M0.04%312−0.3%
296HSYHERSHEY CO$13.4M0.04%+29,097+64.3%
297IRMIRON MTN INC DEL$13.4M0.04%3,265−2.1%
298BIIBBIOGEN INC$13.4M0.04%11,025−11.6%
299MTDMETTLER TOLEDO INTERNATIONAL$13.3M0.04%1,919−13.7%
300CRTOCRITEO S A$13.1M0.04%+611,999+263.6%
301AEEAMEREN CORP$12.9M0.04%2,321−1.7%
302IQVIQVIA HLDGS INC$12.9M0.04%11,593−11.8%
303DOVDOVER CORP$12.7M0.04%+1,111+1.6%
304WATWATERS CORP$12.7M0.04%+14,722+42.9%
305TDYTELEDYNE TECHNOLOGIES INC$12.6M0.04%3,212−11.8%
306AMCRAMCOR PLC$12.6M0.04%1,674,561−82.1%
307ZNGAZOOM COMMUNICATIONS INC$12.6M0.04%3,932−2.1%
308SNASNAP ON INC$12.5M0.04%3,240−7.6%
309CCJCAMECO CORP$12.4M0.04%17,493−11.7%
310MAAMID-AMER APT CMNTYS INC$12.3M0.04%7,678−6.2%
311PPLPPL CORP$12.2M0.04%6,726−1.8%
312EIXEDISON INTL$12.2M0.04%3,375−1.7%
313FTSFORTIS INC$12.2M0.04%3,344−1.3%
314FEFIRSTENERGY CORP$12.0M0.04%4,299−1.5%
315ESSESSEX PPTY TR INC$11.9M0.04%4,160−6.8%
316DLTRDOLLAR TREE INC$11.9M0.04%6,342−4.8%
317VEEVVEEVA SYS INC$11.8M0.04%9,659−11.1%
318GDDYGODADDY INC$11.8M0.04%13,235−7.5%
319STLDSTEEL DYNAMICS INC$11.7M0.04%756−1.0%
320NTRSNORTHERN TR CORP$11.7M0.04%4,532−4.5%
321BURLBURLINGTON STORES INC$11.3M0.04%1,060−2.6%
322HUBBHUBBELL INC$11.3M0.04%1,160−4.2%
323ESEVERSOURCE ENERGY$11.3M0.04%1,747−0.9%
324FICOFAIR ISAAC CORP$11.1M0.04%1,928−13.8%
325CFGCITIZENS FINL GROUP INC$11.1M0.04%124,937−36.9%
326EFXEQUIFAX INC$10.9M0.03%9,469−12.0%
327RPRXROYALTY PHARMA PLC$10.9M0.03%29,789−10.2%
328DXCMDEXCOM INC$10.8M0.03%27,693−12.2%
329ONON SEMICONDUCTOR CORP$10.8M0.03%29,569−12.8%
330QQNITY ELECTRONICS INC$10.7M0.03%+106,437NEW
331LYBLYONDELLBASELL INDUSTRIES NV$10.6M0.03%+23,916+18.7%
332STZCONSTELLATION BRANDS INC$10.6M0.03%2,280−2.7%
333SYFSYNCHRONY FINANCIAL$10.6M0.03%10,410−5.5%
334FISFIDELITY NATL INFORMATION SV$10.5M0.03%11,339−4.2%
335TECKTECK RESOURCES LTD$10.4M0.03%9,466−3.9%
336OMCOMNICOM GROUP INC$10.4M0.03%+61,312+62.8%
337PPGPPG INDS INC$10.4M0.03%4,043−3.5%
338GIBCGI INC$10.4M0.03%+9,656+6.3%
339OXYOCCIDENTAL PETE CORP$10.3M0.03%+8,559+4.9%
340ULTAULTA BEAUTY INC$10.3M0.03%200−0.9%
341PHMPULTE GROUP INC$10.1M0.03%4,328−4.2%
342IFFINTERNATIONAL FLAVORS&FRAGRA$10.0M0.03%5,729−3.5%
343NINISOURCE INC$10.0M0.03%3,555−1.4%
344MDBMONGODB INC$9.9M0.03%+2,121+4.8%
345RFREGIONS FINANCIAL CORP NEW$9.9M0.03%17,889−3.9%
346LHLABCORP HOLDINGS INC$9.8M0.03%6,116−12.6%
347ARESARES MANAGEMENT CORPORATION$9.8M0.03%1,194−1.1%
348ITGARTNER INC$9.7M0.03%11,954−14.5%
349VLTOVERALTO CORP$9.6M0.03%3,672−2.9%
350TRI4EURTHOMSON REUTERS CORP$9.6M0.03%13,923−10.2%
351KEYKEYCORP$9.4M0.03%14,518−2.6%
352ENBENBRIDGE INC$9.4M0.03%+116,473+139.0%
353TWLOTWILIO INC$9.4M0.03%3,394−3.8%
354REGREGENCY CTRS CORP$9.3M0.03%8,309−5.5%
355HPEHEWLETT PACKARD ENTERPRISE C$9.3M0.03%48,808−9.8%
356HUMHUMANA INC$9.2M0.03%17,516−22.2%
357FSLRFIRST SOLAR INC$9.2M0.03%2,359−4.2%
358HO1HOLOGIC INC$9.1M0.03%20,900−13.0%
359ARMARM HOLDINGS PLC$9.0M0.03%417−0.6%
360CPAYCORPAY INC$9.0M0.03%360−1.0%
361CFCF INDUSTRIES HOLD$8.9M0.03%6,177−7.2%
362OKTAOKTA INC$8.9M0.03%+20,884+19.2%
363APTVAPTIV PLC$8.8M0.03%+32,395+28.3%
364BAMBROOKFIELD ASSET MANAGMT LTD$8.8M0.03%+1,181+0.5%
365PFGPRINCIPAL FINANCIAL GROUP IN$8.8M0.03%3,531−3.1%
366MKCMCCORMICK & CO INC$8.6M0.03%10,837−5.2%
367GENGEN DIGITAL INC$8.5M0.03%29,908−5.5%
368TROWPRICE T ROWE GROUP INC$8.4M0.03%3,909−3.5%
369BCEBCE INC$8.4M0.03%27,151−6.6%
370FTVFORTIVE CORP$8.4M0.03%46,555−21.0%
371TUTELUS CORPORATION$8.4M0.03%27,710−3.5%
372CHTRCHARTER COMMUNICATIONS INC$8.4M0.03%1,760−3.8%
373ILMNILLUMINA INC$8.3M0.03%12,483−13.8%
374KHCKRAFT HEINZ CO$8.3M0.03%9,548−2.2%
375AGIALAMOS GOLD INC$8.3M0.03%2,788−1.3%
376SBACSBA COMMUNICATIONS CORP$8.1M0.03%30,236−35.8%
377EVRGEVERGY INC$8.1M0.03%2,298−2.0%
378PKGPACKAGING CORP AMER$7.9M0.03%4,913−10.3%
379LNTALLIANT ENERGY CORP$7.9M0.03%2,670−2.1%
380ZBHZIMMER BIOMET HOLDINGS INC$7.9M0.02%16,266−14.0%
381GPCGENUINE PARTS CO$7.8M0.02%4,735−5.3%
382NUENUCOR CORP$7.8M0.02%+4,175+8.5%
383HPQHP INC$7.7M0.02%14,431−3.0%
384RBARB GLOBAL INC$7.6M0.02%1,828−2.0%
385CLXCLOROX CO DEL$7.6M0.02%5,987−6.6%
386BGBUNGE GLOBAL SA$7.5M0.02%4,545−6.3%
387ELLAUDER ESTEE COS INC$7.4M0.02%67,439−36.1%
388CSGPCOSTAR GROUP INC$7.4M0.02%8,052−3.7%
389AKAMAKAMAI TECHNOLOGIES INC$7.2M0.02%2,174−2.9%
390HEI/AHEICO CORP NEW$7.2M0.02%640−1.6%
391JBHTHUNT J B TRANS SVCS INC$7.2M0.02%2,837−6.7%
392GPNGLOBAL PMTS INC$7.1M0.02%5,763−4.5%
393ZSZSCALER INC$6.9M0.02%1,414−2.4%
394BAHBOOZ ALLEN HAMILTON HLDG COR$6.9M0.02%+10,194+11.1%
395TRMBTRIMBLE INC$6.9M0.02%3,395−2.7%
396CNCCENTENE CORP DEL$6.9M0.02%27,865−10.3%
397BALLBALL CORP$6.9M0.02%4,355−3.1%
398MASMASCO CORP$6.9M0.02%4,654−3.4%
399VTRSVIATRIS INC$6.7M0.02%+1,964+0.3%
400TRUTRANSUNION$6.7M0.02%3,003−2.6%
401EMAEMERA INC$6.6M0.02%3,097−2.1%
402GLGLOBE LIFE INC$6.6M0.02%15,134−21.8%
403MGAMAGNA INTL INC$6.5M0.02%4,334−3.1%
404SUISUN CMNTYS INC$6.5M0.02%3,007−4.8%
405LIILENNOX INTL INC$6.4M0.02%520−3.2%
406WPCWP CAREY INC$6.4M0.02%2,285−2.1%
407PNRPENTAIR PLC$6.3M0.02%439−0.5%
408PODDINSULET CORP$6.3M0.02%6,092−14.9%
409IEXIDEX CORP$6.3M0.02%969−2.5%
410HUBSHUBSPOT INC$6.3M0.02%1,020−3.3%
411JLLJONES LANG LASALLE INC$6.2M0.02%480−2.0%
412GFLGFL ENVIRONMENTAL INC$6.2M0.02%6,484−3.7%
413DTDYNATRACE INC$6.2M0.02%7,655−3.8%
414NLYANNALY CAPITAL MANAGEMENT IN$6.2M0.02%+11,952+3.7%
415RGAREINSURANCE GROUP AMER INC$6.0M0.02%1,169−3.4%
416INVHINVITATION HOMES INC$5.9M0.02%7,217−2.6%
417EGEVEREST GROUP LTD$5.9M0.02%640−3.0%
418TWTRADEWEB MKTS INC$5.9M0.02%2,107−3.5%
419NBIXNEUROCRINE BIOSCIENCES INC$5.8M0.02%8,129−13.7%
420FDXFEDEX CORP$5.8M0.02%1,302−6.5%
421CNHCNH INDL N V$5.7M0.02%+137,954+29.9%
422VIKVIKING HOLDINGS LTD$5.7M0.02%+1,426+1.6%
423RIVNRIVIAN AUTOMOTIVE INC$5.6M0.02%5,169−1.2%
424CGCARLYLE GROUP INC$5.6M0.02%1,945−1.4%
425FNFFIDELITY NATL FINL INC$5.6M0.02%4,744−3.3%
426BBYBEST BUY INC$5.4M0.02%2,318−2.4%
427TPLTEXAS PACIFIC LAND CORPORATI$5.3M0.02%5,444−29.7%
428HSTHOST HOTELS & RESORTS INC$5.3M0.02%18,122−5.4%
429FOXAFOX CORP$5.2M0.02%2,380−2.3%
430PINSPINTEREST INC$5.2M0.02%896−0.3%
431ALGNALIGN TECHNOLOGY INC$5.2M0.02%1,879−5.1%
432CCKCROWN HLDGS INC$5.2M0.02%13,284−18.3%
433ELSEQUITY LIFESTYLE PROPERTIES$5.1M0.02%3,019−3.1%
434SMCISUPER MICRO COMPUTER INC$5.1M0.02%9,632−3.6%
435HEIHEICO CORP NEW$5.1M0.02%1,320−5.8%
436TEAMATLASSIAN CORPORATION$5.0M0.02%11,563−12.0%
437RCLROYAL CARIBBEAN GROUP$4.9M0.02%1,496−6.8%
438SWKSTANLEY BLACK & DECKER INC$4.9M0.02%1,200−1.5%
439DOCHEALTHPEAK PROPERTIES INC$4.8M0.02%8,603−2.5%
440SWSMURFIT WESTROCK PLC$4.8M0.02%+36,172+35.4%
441BMRNBIOMARIN PHARMACEUTICAL INC$4.7M0.01%737−0.8%
442FUTUFUTU HLDGS LTD$4.6M0.01%1,196−3.0%
443ARMKARAMARK$4.6M0.01%2,756−2.1%
444GRABGRAB HOLDINGS LIMITED$4.6M0.01%35,912−2.4%
445ALLYALLY FINL INC$4.6M0.01%4,460−3.2%
446DALDELTA AIR LINES INC$4.6M0.01%2,153−2.6%
447RVTYREVVITY INC$4.5M0.01%2,886−4.7%
448CPTCAMDEN PPTY TR$4.4M0.01%2,441−4.4%
449WTRGESSENTIAL UTILS INC$4.4M0.01%47,181−27.2%
450EQHEQUITABLE HLDGS INC$4.4M0.01%10,125−6.9%
451GILGILDAN ACTIVEWEAR INC$4.3M0.01%+12,506+16.1%
452UDRUDR INC$4.3M0.01%4,425−2.9%
453SLBSLB LIMITED$4.3M0.01%6,680−6.5%
454NRGNRG ENERGY INC$4.2M0.01%+8,882+36.7%
455AFGAMERICAN FINANCIAL GROUP INC$4.1M0.01%2,049−5.2%
456ATOATMOS ENERGY CORP$4.1M0.01%2,910−10.1%
457BNTXBIONTECH SE$4.1M0.01%+5,640+11.8%
458UPSUNITED PARCEL SVCS INC$4.0M0.01%9,399−16.6%
459CRDOCREDO TECHNOLOGY GROUP HOLDI$4.0M0.01%+39,833+423.8%
460DOCUDOCUSIGN INC$4.0M0.01%13,682−12.3%
461STNSTANTEC INC$3.9M0.01%1,068−2.0%
462SEICSEI INVTS CO$3.7M0.01%3,992−6.8%
463CAECAE INC$3.7M0.01%3,546−2.1%
464LNGCHENIERE ENERGY INC$3.7M0.01%+2,237+17.8%
465MDLZMONDELEZ INTL INC$3.6M0.01%5,296−6.8%
466BAXBAXTER INTL INC$3.6M0.01%42,562−14.7%
467DECKDECKERS OUTDOOR CORP$3.6M0.01%3,040−6.8%
468DSGXDESCARTES SYS GROUP INC$3.5M0.01%2,392−4.0%
469BF/BBROWN FORMAN CORP$3.5M0.01%611−0.4%
470FDSFACTSET RESH SYS INC$3.4M0.01%520−2.8%
471EPAMEPAM SYS INC$3.4M0.01%664−2.3%
472ZZILLOW GROUP INC$3.4M0.01%18,855−16.8%
473SWKSSKYWORKS SOLUTIONS INC$3.3M0.01%4,562−6.0%
474SOLSSOLSTICE ADVANCED MATLS INC$3.3M0.01%+49,802NEW
475BXPBXP INC$3.2M0.01%5,271−6.8%
476RCIROGERS COMMUNICATIONS INC$3.2M0.01%2,288−2.3%
477FOXFOX CORP$3.2M0.01%3,704−5.1%
478VMCVULCAN MATLS CO$3.2M0.01%6,778−33.4%
479AREALEXANDRIA REAL ESTATE EQ IN$3.2M0.01%2,497−3.1%
480TFIITRANSFORCE INC$3.1M0.01%2,313−6.5%
481UALUNITED AIRLS HLDGS INC$3.1M0.01%1,377−3.4%
482MOHMOLINA HEALTHCARE INC$3.1M0.01%1,393−5.0%
483BENFRANKLIN RESOURCES INC$3.0M0.01%3,507−2.4%
484POOLPOOL CORP$2.9M0.01%1,760−9.6%
485ERIEERIE INDTY CO$2.9M0.01%400−2.9%
486CRBGCOREBRIDGE FINL INC$2.8M0.01%+24,392+21.8%
487OKEONEOK INC NEW$2.7M0.01%13,839−28.4%
488PAYCPAYCOM SOFTWARE INC$2.7M0.01%1,543−5.6%
489CIENCIENA CORP$2.7M0.01%560−6.6%
490TRGPTARGA RES CORP$2.6M0.01%+5,341+80.5%
491FSVFIRSTSERVICE CORP NEW$2.6M0.01%+651+3.1%
492DVADAVITA INC$2.6M0.01%950−4.7%
493ODFLOLD DOMINION FREIGHT LINE IN$2.6M0.01%1,050−6.5%
494OTEXOPEN TEXT CORP$2.5M0.01%8,890−6.3%
495SNAPSNAP INC$2.5M0.01%2,898−0.5%
496OWLBLUE OWL CAPITAL INC$2.5M0.01%7,094−2.2%
497FIXCOMFORT SYS USA INC$2.4M0.01%+1,984NEW
498NTNXNUTANIX INC$2.2M0.01%4,602−6.6%
499NBISNEBIUS GROUP N.V.$2.1M0.01%1,646−6.6%
500PRMBPRIMO BRANDS CORPORATION$2.0M0.01%+9,418+8.2%

Source: SEC EDGAR · accession 0001434819-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.