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Institutional

ASR Vermogensbeheer N.V.

CIK 0001916757
$9.71B
Reported AUM
460
Positions
Q2 2026
Period
2026-07-20
Filed

Editorial summary

Summary for ASR Vermogensbeheer N.V. · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

NVDA$650.6MAAPL$617.1MMSFTGOOGLAMZNAVGOOther$6.08BAN

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$200.752.93%12.42%774.16%$650.6M6.70%HELD
2AAPLAPPLE INC$308.91-7.35%53.24%108.42%$617.1M6.36%HELD
3MSFTMICROSOFT CORP$464.723.02%-10.62%60.10%$387.2M3.99%HELD
4GOOGLALPHABET INC$356.136.73%85.11%143.37%$385.4M3.97%HELD
5AMZNAMAZON COM INC$271.5815.32%26.46%56.49%$345.9M3.56%HELD
6AVGOBROADCOM INC$389.280.37%35.65%758.72%$272.5M2.81%HELD
7GOOGALPHABET INC$356.656.88%76.17%131.42%$177.0M1.82%HELD
8LLYELI LILLY & CO$1148.84-0.53%50.85%361.96%$170.5M1.76%HELD
9MUMICRON TECHNOLOGY INC$823.03-5.90%787.81%1193.85%$164.1M1.69%HELD
10AZNASTRAZENECA PLC$169.64-0.99%16.70%60.40%$161.5M1.66%HELD
11AMATAPPLIED MATLS INC$507.671.18%187.89%296.32%$150.6M1.55%HELD
12JPMJPMORGAN CHASE & CO$351.790.27%23.57%148.58%$140.9M1.45%HELD
13METAMETA PLATFORMS INC$556.713.28%-27.89%43.33%$129.4M1.33%HELD
14VVISA INC$366.13-0.04%8.84%65.83%$119.7M1.23%HELD
15UBSUBS GROUP AG$52.74-1.22%47.53%263.00%$119.2M1.23%HELD
16TSLATESLA INC$311.210.76%2.06%25.94%$118.1M1.22%HELD
17KLACKLA CORP$182.821.38%107.52%463.93%$110.7M1.14%HELD
18AMDADVANCED MICRO DEVICES INC$476.15-1.90%186.40%344.13%$97.0M1.00%HELD
19UNHUNITEDHEALTH GROUP INC$414.40-1.68%80.64%9.66%$90.5M0.93%HELD
20COSTCOSTCO WHOLESALE CORPORATION$951.89-0.24%0.66%120.84%$83.0M0.86%HELD
21LRCXLAM RESEARCH CORP$293.02-1.58%210.64%418.55%$74.7M0.77%HELD
22JNJJOHNSON & JOHNSON$256.350.21%58.23%70.72%$73.2M0.75%HELD
23SLBSLB LIMITED$49.591.39%54.14%96.49%$68.9M0.71%HELD
24CATCATERPILLAR INC$814.810.70%91.78%321.10%$65.7M0.68%HELD
25INTCINTEL CORP$90.20-1.02%367.12%81.15%$65.7M0.68%HELD
26NFLXNETFLIX INC.$71.71-2.00%-38.11%25.99%$64.0M0.66%HELD
27AWKAMERICAN WTR WKS CO INC NEW$134.17-1.93%-3.64%-16.94%$63.0M0.65%HELD
28PEPPEPSICO INC$139.56-0.46%4.65%5.03%$59.9M0.62%HELD
29TJXTJX COS INC NEW$157.34-1.21%26.73%132.46%$58.8M0.61%HELD
30BRK/BBERKSHIRE HATHAWAY INC DEL$58.6M0.60%HELD
31DHRDANAHER CORP DEL$194.98-0.61%$56.5M0.58%HELD
32TTTRANE TECHNOLOGIES PLC$454.953.33%$50.4M0.52%HELD
33CBCHUBB LIMITED$350.680.15%$50.0M0.52%HELD
34BKNGBOOKING HOLDINGS INC$192.90-0.18%$49.4M0.51%HELD
35ABBVABBVIE INC$250.94-2.51%$48.8M0.50%HELD
36MAMASTERCARD INCORPORATED$573.10-0.74%$48.8M0.50%HELD
37CSCOCISCO SYS INC$115.992.14%$47.2M0.49%HELD
38BACBANK OF AMER CORP$61.950.36%$47.0M0.48%HELD
39TMOTHERMO FISHER SCIENTIFIC INC$574.30-0.43%$47.0M0.48%HELD
40ILMNILLUMINA INC$205.100.00%$43.3M0.45%HELD
41KOCOCA COLA CO$87.59-1.02%$40.7M0.42%HELD
42ORLYOREILLY AUTOMOTIVE INC$89.352.28%$39.9M0.41%HELD
43AMEAMETEK INC$241.710.71%$39.5M0.41%HELD
44AYIACUITY INC$328.39-2.80%$38.0M0.39%HELD
45IEXIDEX CORP$230.45-1.42%$37.7M0.39%HELD
46PPGPPG INDS INC$110.52-1.35%$36.9M0.38%HELD
47GEVGE VERNOVA INC$990.290.85%$36.5M0.38%HELD
48SPGIS&P GLOBAL INC$411.93-0.74%$35.6M0.37%HELD
49AMTAMERICAN TOWER CORP$173.36-0.63%$35.5M0.37%HELD
50MRKMERCK & CO INC$130.200.32%$35.3M0.36%HELD
51SUNBSUNBELT RENTALS HOLDINGS INC$71.92-0.84%$35.0M0.36%HELD
52HDHOME DEPOT INC$331.96-0.42%$35.0M0.36%HELD
53HEIHEICO CORP NEW$356.360.62%$34.1M0.35%HELD
54ECLECOLAB INC$277.63-0.61%$34.1M0.35%HELD
55FASTFASTENAL CO$47.712.25%$33.4M0.34%HELD
56VZVERIZON COMMUNICATIONS INC$46.811.52%$32.2M0.33%HELD
57BALLBALL CORP$64.90-0.63%$31.8M0.33%HELD
58ANETARISTA NETWORKS INC$180.355.46%$31.8M0.33%HELD
59ELANELANCO ANIMAL HEALTH INC$26.37-0.34%$30.6M0.31%HELD
60AJGGALLAGHER ARTHUR J & CO$249.42-2.75%$30.2M0.31%HELD
61PGPROCTER & GAMBLE CO$144.490.37%$30.1M0.31%HELD
62TXNTEXAS INSTRS INC$275.74-1.08%$29.9M0.31%HELD
63POWIPOWER INTEGRATIONS INC$60.71-0.26%$29.9M0.31%HELD
64NOWSERVICENOW INC$111.231.05%$28.9M0.30%HELD
65WDCWESTERN DIGITAL CORP$544.842.21%$28.8M0.30%HELD
66STXSEAGATE TECHNOLOGY HLDNGS PL$856.130.52%$28.6M0.29%HELD
67XYLXYLEM INC$116.970.13%$28.0M0.29%HELD
68ALLALLSTATE CORP$264.08-0.49%$27.4M0.28%HELD
69PLTRPALANTIR TECHNOLOGIES INC$123.060.65%$27.1M0.28%HELD
70BMYBRISTOL-MYERS SQUIBB CO$65.310.69%$27.0M0.28%HELD
71DARDARLING INGREDIENTS INC$60.64-0.59%$26.9M0.28%HELD
72CMCSACOMCAST CORP NEW$23.961.23%$26.3M0.27%HELD
73APOAPOLLO GLOBAL MGMT INC$125.594.44%$26.3M0.27%HELD
74CCITIGROUP INC$132.450.10%$26.0M0.27%HELD
75TMUST-MOBILE US INC$172.71-0.36%$25.9M0.27%HELD
76GLWCORNING INC$138.252.24%$25.4M0.26%HELD
77ADIANALOG DEVICES INC$367.410.20%$25.3M0.26%HELD
78ICEINTERCONTINENTAL EXCHANGE IN$152.48-2.43%$25.1M0.26%HELD
79MCDMCDONALDS CORP$270.640.82%$24.9M0.26%HELD
80TRVTRAVELERS COMPANIES INC$374.36-0.43%$24.9M0.26%HELD
81MRVLMARVELL TECHNOLOGY INC$187.562.32%$24.7M0.25%HELD
82PEGPUBLIC SVC ENTERPRISE GROUP$76.68-1.12%$24.4M0.25%HELD
83ORCLORACLE CORP$129.871.81%$24.2M0.25%HELD
84CITHE CIGNA GROUP$279.05-2.99%$24.0M0.25%HELD
85APHAMPHENOL CORP$160.700.55%$23.6M0.24%HELD
86KMIKINDER MORGAN INC DEL$32.181.64%$23.1M0.24%HELD
87TDTORONTO DOMINION BK ONT$119.920.13%$23.0M0.24%HELD
88GMGENERAL MTRS CO$88.860.52%$22.9M0.24%HELD
89BSXBOSTON SCIENTIFIC CORP$46.731.59%$22.9M0.24%HELD
90NEENEXTERA ENERGY INC$86.92-1.15%$22.9M0.24%HELD
91UNPUNION PAC CORP$292.130.92%$22.8M0.23%HELD
92TAT&T INC$23.250.17%$22.7M0.23%HELD
93ELLAUDER ESTEE COS INC$83.90-1.15%$22.6M0.23%HELD
94DISDISNEY WALT CO$96.190.03%$22.5M0.23%HELD
95PRUPRUDENTIAL FINL INC$122.08-0.56%$22.2M0.23%HELD
96GILDGILEAD SCIENCES INC$130.21-0.82%$22.0M0.23%HELD
97ACGLARCH CAP GROUP LTD$100.53-0.60%$21.6M0.22%HELD
98CVSCVS HEALTH CORP$104.43-0.75%$21.4M0.22%HELD
99ACNACCENTURE PLC IRELAND$165.921.61%$21.2M0.22%HELD
100METMETLIFE INC$96.13-0.97%$21.2M0.22%HELD
101EIXEDISON INTL$21.1M0.22%HELD
102PANWPALO ALTO NETWORKS INC$20.6M0.21%HELD
103QCOMQUALCOMM INC$20.5M0.21%HELD
104EGEVEREST GROUP LTD$20.5M0.21%HELD
105PFEPFIZER INC$20.4M0.21%HELD
106GSGOLDMAN SACHS GROUP INC$20.3M0.21%HELD
107DBDEUTSCHE BK AG$20.2M0.21%HELD
108HALHALLIBURTON CO$19.8M0.20%HELD
109IBMINTERNATIONAL BUSINESS MACHS$19.6M0.20%HELD
110BRBROADRIDGE FINL SOLUTIONS IN$19.5M0.20%HELD
111USBUS BANCORP$19.3M0.20%HELD
112PFGPRINCIPAL FINANCIAL GROUP IN$19.0M0.20%HELD
113MSMORGAN STANLEY$19.0M0.20%HELD
114ITWILLINOIS TOOL WKS INC$19.0M0.20%HELD
115TERTERADYNE INC$18.9M0.19%HELD
116SPOTSPOTIFY TECHNOLOGY S A$18.8M0.19%HELD
117WMBWILLIAMS COS INC$18.8M0.19%HELD
118CFGCITIZENS FINL GROUP INC$18.6M0.19%HELD
119LINLINDE PLC$18.6M0.19%HELD
120TRGPTARGA RES CORP$18.5M0.19%HELD
121AMGNAMGEN INC$18.5M0.19%HELD
122BKRBAKER HUGHES COMPANY$18.4M0.19%HELD
123NEMNEWMONT CORP$18.4M0.19%HELD
124WMT2WELLS FARGO & CO$18.3M0.19%HELD
125URIUNITED RENTALS INC$18.3M0.19%HELD
126ADBEADOBE INC$17.9M0.18%HELD
127CMICUMMINS INC$17.5M0.18%HELD
128FIXCOMFORT SYS USA INC$17.5M0.18%HELD
129COFCAPITAL ONE FINL CORP$17.3M0.18%HELD
130FDXFEDEX CORP$17.2M0.18%HELD
131CRMSALESFORCE INC$16.7M0.17%HELD
132NWSANEWS CORP NEW$16.6M0.17%HELD
133TROWPRICE T ROWE GROUP INC$16.6M0.17%HELD
134HIGHARTFORD INSURANCE GROUP INC$16.4M0.17%HELD
135DELLDELL TECHNOLOGIES INC$16.2M0.17%HELD
136LOWLOWES COS INC$16.2M0.17%HELD
137ESEVERSOURCE ENERGY$16.1M0.17%HELD
138PHPARKER-HANNIFIN CORP$16.0M0.16%HELD
139LLOEWS CORP$15.9M0.16%HELD
140TFCTRUIST FINL CORP$15.7M0.16%HELD
141VRTVERTIV HOLDINGS CO$15.2M0.16%HELD
142SYFSYNCHRONY FINANCIAL$14.3M0.15%HELD
143KHCKRAFT HEINZ CO$14.2M0.15%HELD
144ADMARCHER DANIELS MIDLAND CO$14.0M0.14%HELD
145EXCEXELON CORP$14.0M0.14%HELD
146PGRPROGRESSIVE CORP$13.8M0.14%HELD
147TGTTARGET CORP$13.6M0.14%HELD
148AXPAMERICAN EXPRESS CO$13.6M0.14%HELD
149HCAHCA HEALTHCARE INC$13.5M0.14%HELD
150NBISNEBIUS GROUP N.V.$13.4M0.14%HELD
151MCKMCKESSON CORP$13.3M0.14%HELD
152RACEFERRARI N V$13.2M0.14%HELD
153BDXBECTON DICKINSON & CO$13.1M0.14%HELD
154HWMHOWMET AEROSPACE INC$13.0M0.13%HELD
155APPAPPLOVIN CORP$12.9M0.13%HELD
156CLCOLGATE PALMOLIVE CO$12.7M0.13%HELD
157VICIVICI PPTYS INC$12.7M0.13%HELD
158VRTXVERTEX PHARMACEUTICALS INC$12.7M0.13%HELD
159MMM3M CO$12.6M0.13%HELD
160ETNEATON CORP PLC$12.6M0.13%HELD
161UPSUNITED PARCEL SVCS INC$12.6M0.13%HELD
162GWWWW GRAINGER INC$12.5M0.13%HELD
163ATOATMOS ENERGY CORP$12.4M0.13%HELD
164APTVAPTIV PLC$12.3M0.13%HELD
165DEDEERE & CO$12.3M0.13%HELD
166PCGPG&E CORP$12.2M0.13%HELD
167ROSTROSS STORES INC$12.1M0.12%HELD
168EDCONSOLIDATED EDISON INC$11.7M0.12%HELD
169DALDELTA AIR LINES INC$11.6M0.12%HELD
170CAHCARDINAL HEALTH INC$11.6M0.12%HELD
171UBERUBER TECHNOLOGIES INC$11.6M0.12%HELD
172ISRGINTUITIVE SURGICAL INC$11.6M0.12%HELD
173KRKROGER CO$11.5M0.12%HELD
174CSXCSX CORP$11.5M0.12%HELD
175CRWDCROWDSTRIKE HLDGS INC$11.3M0.12%HELD
176SCHWSCHWAB CHARLES CORP$11.3M0.12%HELD
177ELVELEVANCE HEALTH INC FORMERLY$11.3M0.12%HELD
178FTNTFORTINET INC$11.2M0.12%HELD
179PLDPROLOGIS INC.$11.2M0.11%HELD
180TPRTAPESTRY INC$11.0M0.11%HELD
181FFORD MTR CO$10.9M0.11%HELD
182PNCPNC FINL SVCS GROUP INC$10.9M0.11%HELD
183BKBANK OF NY MELLON CORP$10.5M0.11%HELD
184STZCONSTELLATION BRANDS INC$10.4M0.11%HELD
185CHRWC H ROBINSON WORLDWIDE IN$10.4M0.11%HELD
186DDDUPONT DE NEMOURS INC$10.4M0.11%HELD
187UTHRUNITED THERAPEUTICS CORP DEL$10.3M0.11%HELD
188TPLTEXAS PACIFIC LAND CORPORATI$10.3M0.11%HELD
189QUREQUANTA SVCS INC$10.2M0.11%HELD
190MTBM & T BK CORP$10.2M0.10%HELD
191KEYSKEYSIGHT TECHNOLOGIES INC$10.1M0.10%HELD
192YUMYUM BRANDS INC$10.1M0.10%HELD
193MCOMOODYS CORP$9.9M0.10%HELD
194EXPDEXPEDITORS INTL WASH INC$9.9M0.10%HELD
195NUENUCOR CORP$9.7M0.10%HELD
196SYYSYSCO CORP$9.7M0.10%HELD
197MRSHMARSH & MCLENNAN COS INC$9.5M0.10%HELD
198SBUXSTARBUCKS CORP$9.5M0.10%HELD
199REGNREGENERON PHARMACEUTICALS$9.4M0.10%HELD
200ROKROCKWELL AUTOMATION INC$9.4M0.10%HELD
201TSNTYSON FOODS INC$9.2M0.10%HELD
202DHID R HORTON INC$9.1M0.09%HELD
203AERAERCAP HOLDINGS NV$9.1M0.09%HELD
204HPEHEWLETT PACKARD ENTERPRISE C$9.0M0.09%HELD
205BEPCBROOKFIELD RENEWABLE CORP$9.0M0.09%HELD
206PHMPULTE GROUP INC$8.7M0.09%HELD
207MPWRMONOLITHIC PWR SYS INC$8.7M0.09%HELD
208MARMARRIOTT INTL INC NEW$8.7M0.09%HELD
209MNSTMONSTER BEVERAGE CORP NEW$8.7M0.09%HELD
210CIENCIENA CORP$8.7M0.09%HELD
211COHRCOHERENT CORP$8.6M0.09%HELD
212SPGSIMON PPTY GROUP INC NEW$8.6M0.09%HELD
213UALUNITED AIRLS HLDGS INC$8.6M0.09%HELD
214HLTHILTON WORLDWIDE HLDGS INC$8.5M0.09%HELD
215BEBLOOM ENERGY CORP$8.5M0.09%HELD
216BIIBBIOGEN INC$8.5M0.09%HELD
217ETRENTERGY CORP NEW$8.5M0.09%HELD
218EBAYEBAY INC.$8.4M0.09%HELD
219CDNSCADENCE DESIGN SYSTEM INC$8.4M0.09%HELD
220EXPEEXPEDIA GROUP INC$8.4M0.09%HELD
221SWSMURFIT WESTROCK PLC$8.2M0.08%HELD
222PCARPACCAR INC$8.1M0.08%HELD
223WBDWARNER BROS DISCOVERY INC$8.1M0.08%HELD
224TELTE CONNECTIVITY PLC$8.0M0.08%HELD
225MTDMETTLER TOLEDO INTERNATIONAL$7.9M0.08%HELD
226RYROYAL BK CDA$7.9M0.08%HELD
227RCLROYAL CARIBBEAN GROUP$7.8M0.08%HELD
228MDTMEDTRONIC PLC$7.8M0.08%HELD
229FCXFREEPORT MCMORAN INC$7.7M0.08%HELD
230WSMWILLIAMS SONOMA INC$7.6M0.08%HELD
231IDXXIDEXX LABS INC$7.6M0.08%HELD
232LITELUMENTUM HLDGS INC$7.6M0.08%HELD
233EMEEMCOR GROUP INC$7.5M0.08%HELD
234KEYKEYCORP$7.5M0.08%HELD
235OMCOMNICOM GROUP INC$7.4M0.08%HELD
236JBLJABIL INC$7.4M0.08%HELD
237MSCIMSCI INC$7.3M0.08%HELD
238PSAPUBLIC STORAGE$7.3M0.07%HELD
239RFREGIONS FINANCIAL CORP NEW$7.3M0.07%HELD
240LOGILOGITECH INTL S A$7.1M0.07%HELD
241CRHCRH PLC$7.1M0.07%HELD
242SRESEMPRA$7.1M0.07%HELD
243JCIJOHNSON CONTROLS INTERNATION$7.0M0.07%HELD
244BGBUNGE GLOBAL SA$6.9M0.07%HELD
245ALABASTERA LABS INC$6.9M0.07%HELD
246RPRXROYALTY PHARMA PLC$6.9M0.07%HELD
247CNCCENTENE CORP DEL$6.8M0.07%HELD
248FLEXFLEX LTD$6.7M0.07%HELD
249CDWCDW CORP$6.7M0.07%HELD
250MSIMOTOROLA SOLUTIONS INC$6.6M0.07%HELD
251INCYINCYTE CORP$6.5M0.07%HELD
252CBOECBOE GLOBAL MKTS INC$6.5M0.07%HELD
253CINFCINCINNATI FINL CORP$6.5M0.07%HELD
254AIGAMERICAN INTL GROUP INC$6.4M0.07%HELD
255CORCENCORA INC$6.3M0.07%HELD
256JBHTHUNT J B TRANS SVCS INC$6.3M0.06%HELD
257FNFFIDELITY NATL FINL INC$6.3M0.06%HELD
258DGDOLLAR GEN CORP$6.3M0.06%HELD
259EQIXEQUINIX INC$6.2M0.06%HELD
260NSCNORFOLK SOUTHN CORP$6.2M0.06%HELD
261NXPINXP SEMICONDUCTORS N V$6.1M0.06%HELD
262HOODROBINHOOD MKTS INC$6.0M0.06%HELD
263SNASNAP ON INC$5.8M0.06%HELD
264TIGOMILLICOM INTL CELLULAR S A$5.7M0.06%HELD
265SESEA LTD$5.7M0.06%HELD
266AMPAMERIPRISE FINL INC$5.6M0.06%HELD
267STLDSTEEL DYNAMICS INC$5.6M0.06%HELD
268CFCF INDUSTRIES HOLD$5.5M0.06%HELD
269ODFLOLD DOMINION FREIGHT LINE IN$5.5M0.06%HELD
270BLKBLACKROCK INC$5.3M0.06%HELD
271CRDOCREDO TECHNOLOGY GROUP HOLDI$5.2M0.05%HELD
272HPQHP INC$5.1M0.05%HELD
273OREALTY INCOME CORP$5.1M0.05%HELD
274ENBENBRIDGE INC$4.9M0.05%HELD
275VRSNVERISIGN INC$4.9M0.05%HELD
276CCLCARNIVAL CORP LTD$4.9M0.05%HELD
277FERGFERGUSON ENTERPRISES INC$4.9M0.05%HELD
278SHWSHERWIN WILLIAMS CO$4.8M0.05%HELD
279NLYANNALY CAPITAL MANAGEMENT IN$4.8M0.05%HELD
280BBYBEST BUY INC$4.8M0.05%HELD
281MASMASCO CORP$4.8M0.05%HELD
282MELIMERCADOLIBRE INC$4.7M0.05%HELD
283HUMHUMANA INC$4.7M0.05%HELD
284RKLBROCKET LAB CORP$4.5M0.05%HELD
285AZOAUTOZONE INC$4.5M0.05%HELD
286AFLAFLAC INC$4.4M0.05%HELD
287NTAPNETAPP INC$4.4M0.05%HELD
288ZBHZIMMER BIOMET HOLDINGS INC$4.4M0.05%HELD
289ABNBAIRBNB INC$4.4M0.04%HELD
290ZTSZOETIS INC$4.3M0.04%HELD
291CMECME GROUP INC$4.3M0.04%HELD
292MGAMAGNA INTL INC$4.3M0.04%HELD
293RCIROGERS COMMUNICATIONS INC$4.2M0.04%HELD
294TRPTC ENERGY CORP$4.2M0.04%HELD
295FCNCAFIRST CTZNS BANCSHARES INC D$4.2M0.04%HELD
296DOVDOVER CORP$4.2M0.04%HELD
297GRMNGARMIN LTD$4.2M0.04%HELD
298CRBGCOREBRIDGE FINL INC$4.2M0.04%HELD
299ADPAUTOMATIC DATA PROCESSING IN$4.1M0.04%HELD
300MFCMANULIFE FINL CORP$4.1M0.04%HELD
301NVRNVR INC$4.1M0.04%HELD
302EWEDWARDS LIFESCIENCES CORP$4.1M0.04%HELD
303PBAPEMBINA PIPELINE CORP$4.1M0.04%HELD
304ONON SEMICONDUCTOR CORP$4.1M0.04%HELD
305HUBBHUBBELL INC$4.0M0.04%HELD
306CNHCNH INDL N V$4.0M0.04%HELD
307BMOBANK MONTREAL MEDIUM$4.0M0.04%HELD
308GLPIGAMING & LEISURE P$4.0M0.04%HELD
309FTAIFTAI AVIATION LTD$3.9M0.04%HELD
310CVNACARVANA CO$3.9M0.04%HELD
311PYPLPAYPAL HLDGS INC$3.9M0.04%HELD
312VRSKVERISK ANALYTICS INC$3.9M0.04%HELD
313ULTAULTA BEAUTY INC$3.8M0.04%HELD
314LYBLYONDELLBASELL INDUSTRIES NV$3.8M0.04%HELD
315FITBFIFTH THIRD BANCORP$3.7M0.04%HELD
316HBANHUNTINGTON BANCSHARES INC$3.7M0.04%HELD
317WMWASTE MGMT INC DEL$3.7M0.04%HELD
318NTRSNORTHERN TR CORP$3.6M0.04%HELD
319WSTWEST PHARMACEUTICAL SVSC INC$3.6M0.04%HELD
320LIILENNOX INTL INC$3.6M0.04%HELD
321FISFIDELITY NATL INFORMATION SV$3.6M0.04%HELD
322DOWDOW HLDGS INC$3.6M0.04%HELD
323CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.5M0.04%HELD
324FSLRFIRST SOLAR INC$3.4M0.04%HELD
325DDOGDATADOG INC$3.4M0.04%HELD
326AMCRAMCOR PLC$3.4M0.03%HELD
327MTZMASTEC INC$3.4M0.03%HELD
328CMCANADIAN IMPERIAL BANK OF CO$3.4M0.03%HELD
329DECKDECKERS OUTDOOR CORP$3.2M0.03%HELD
330NETCLOUDFLARE INC$3.2M0.03%HELD
331DLTRDOLLAR TREE INC$3.1M0.03%HELD
332CASYCASEYS GEN STORES INC$3.1M0.03%HELD
333FNFABRINET$2.9M0.03%HELD
334SHOPSHOPIFY INC$2.9M0.03%HELD
335FDXFFEDEX FGHT HLDG CO INC$2.9M0.03%HELD
336XYZBLOCK INC$2.8M0.03%HELD
337CTASCINTAS CORP$2.8M0.03%HELD
338ZNGAZOOM COMMUNICATIONS INC$2.8M0.03%HELD
339CDECOEUR MNG INC$2.8M0.03%HELD
340INTUINTUIT$2.8M0.03%HELD
341WPMWHEATON PRECIOUS METALS CORP$2.7M0.03%HELD
342EAELECTRONIC ARTS INC$2.5M0.03%HELD
343NINISOURCE INC$2.5M0.03%HELD
344BNSBANK NOVA SCOTIA B C$2.4M0.02%HELD
345PAYXPAYCHEX INC$2.4M0.02%HELD
346ADSKAUTODESK INC$2.4M0.02%HELD
347BURLBURLINGTON STORES INC$2.4M0.02%HELD
348CHTRCHARTER COMMUNICATIONS INC$2.4M0.02%HELD
349AEMAGNICO EAGLE MINES LTD$2.3M0.02%HELD
350KGCKINROSS GOLD CORP$2.3M0.02%HELD
351RMDRESMED INC$2.2M0.02%HELD
352IQVIQVIA HLDGS INC$2.2M0.02%HELD
353CLSCELESTICA INC$2.2M0.02%HELD
354CWCURTISS WRIGHT CORP$2.2M0.02%HELD
355CPRTCOPART INC$2.1M0.02%HELD
356EMREMERSON ELEC CO$2.1M0.02%HELD
357FOXAFOX CORP$2.1M0.02%HELD
358RDDTREDDIT INC$2.1M0.02%HELD
359SBACSBA COMMUNICATIONS CORP$2.0M0.02%HELD
360AFRMAFFIRM HLDGS INC$2.0M0.02%HELD
361KIMKIMCO REALTY CORP$2.0M0.02%HELD
362STTSTATE STR CORP$1.9M0.02%HELD
363TEVATEVA PHARMACEUTICAL INDS LTD$1.9M0.02%HELD
364WABWABTEC$1.9M0.02%HELD
365CSLCARLISLE COS INC$1.9M0.02%HELD
366LHLABCORP HOLDINGS INC$1.9M0.02%HELD
367NTRNUTRIEN LTD$1.8M0.02%HELD
368FTVFORTIVE CORP$1.8M0.02%HELD
369SLFSUN LIFE FINANCIAL INC.$1.8M0.02%HELD
370REGREGENCY CTRS CORP$1.8M0.02%HELD
371BCEBCE INC$1.7M0.02%HELD
372XPOXPO INC$1.7M0.02%HELD
373FFIVF5 INC$1.7M0.02%HELD
374AAGILENT TECHNOLOGIES INC$1.7M0.02%HELD
375NDSNNORDSON CORP$1.7M0.02%HELD
376GEHCGE HEALTHCARE TECHNOLOGIES I$1.7M0.02%HELD
377MKLMARKEL GROUP INC$1.7M0.02%HELD
378ALNYALNYLAM PHARMACEUTICALS INC$1.6M0.02%HELD
379KMBKIMBERLY-CLARK CORP$1.6M0.02%HELD
380MICCMAGNUM ICE CREAM CO NV$1.6M0.02%HELD
381GISGENERAL MILLS INC$1.5M0.02%HELD
382FOXFOX CORP$1.5M0.02%HELD
383CMGCHIPOTLE MEXICAN GRILL INC$1.5M0.02%HELD
384MKCMCCORMICK & CO INC$1.5M0.02%HELD
385WELLWELLTOWER INC$1.5M0.02%HELD
386DKSDICKS SPORTING GOODS INC$1.4M0.01%HELD
387IONQIONQ INC$1.4M0.01%HELD
388TDGTRANSDIGM GROUP INC$1.4M0.01%HELD
389CBRECBRE GROUP INC$1.4M0.01%HELD
390IRENIREN LIMITED$1.4M0.01%HELD
391WSEWISE GROUP PLC$1.4M0.01%HELD
392CNICANADIAN NATL RY CO$1.4M0.01%HELD
393LENLENNAR CORP$1.4M0.01%HELD
394DRIDARDEN RESTAURANTS INC$1.4M0.01%HELD
395ALLEALLEGION PLC$1.4M0.01%HELD
396IPINTERNATIONAL PAPER CO$1.3M0.01%HELD
397DASHDOORDASH INC$1.3M0.01%HELD
398FNVFRANCO NEV CORP$1.3M0.01%HELD
399QQNITY ELECTRONICS INC$1.3M0.01%HELD
400HSYHERSHEY CO$1.2M0.01%HELD
401TWLOTWILIO INC$1.2M0.01%HELD
402TSEMTOWER SEMICONDUCTOR LTD$1.2M0.01%HELD
403CTVACORTEVA INC$1.2M0.01%HELD
404GPNGLOBAL PMTS INC$1.2M0.01%HELD
405AVYAVERY DENNISON CORP$1.1M0.01%HELD
406LULULULULEMON ATHLETICA INC$1.1M0.01%HELD
407SNPSSYNOPSYS INC$1.1M0.01%HELD
408NDAQNASDAQ INC$992K0.01%HELD
409SSNCSS&C TECH HLDGS$982K0.01%HELD
410NBIXNEUROCRINE BIOSCIENCES INC$979K0.01%HELD
411ASTSAST SPACEMOBILE INC$975K0.01%HELD
412PAASPAN AMERN SILVER CORP$909K0.01%HELD
413CMSCMS ENERGY CORP$896K0.01%HELD
414COINCOINBASE GLOBAL INC$867K0.01%HELD
415AGIALAMOS GOLD INC$866K0.01%HELD
416FICOFAIR ISAAC CORP$852K0.01%HELD
417DGXQUEST DIAGNOSTICS INC$841K0.01%HELD
418NRGNRG ENERGY INC$810K0.01%HELD
419WTWWILLIS TOWERS WATSON PLC LTD$799K0.01%HELD
420TECKTECK RESOURCES LTD$717K0.01%HELD
421OTISOTIS WORLDWIDE CORP$682K0.01%HELD
422CCEPCOCA-COLA EUROPACIFIC PARTNE$650K0.01%HELD
423GRABGRAB HOLDINGS LIMITED$644K0.01%HELD
424IRMIRON MTN INC DEL$633K0.01%HELD
425WPCWP CAREY INC$613K0.01%HELD
426RSRELIANCE INC$603K0.01%HELD
427PNRPENTAIR PLC$557K0.01%HELD
428NVMINOVA LTD$557K0.01%HELD
429ROLROLLINS INC$554K0.01%HELD
430RVMDREVOLUTION MEDICINES INC$546K0.01%HELD
431SYKSTRYKER CORPORATION$545K0.01%HELD
432SATSECHOSTAR CORP$466K0.00%HELD
433ENTGENTEGRIS INC$447K0.00%HELD
434CLXCLOROX CO DEL$437K0.00%HELD
435AONAON PLC$406K0.00%HELD
436GIBCGI INC$404K0.00%HELD
437VLTOVERALTO CORP$358K0.00%HELD
438AMRZAMRIZE LTD$333K0.00%HELD
439KDPKEURIG DR PEPPER INC$322K0.00%HELD
440ENLTENLIGHT RENEWABLE ENERGY LTD$309K0.00%HELD
441GGGGRACO INC$307K0.00%HELD
442EQXEQUINOX GOLD CORP$281K0.00%HELD
443CRWVCOREWEAVE INC$264K0.00%HELD
444DXCMDEXCOM INC$257K0.00%HELD
445CCICROWN CASTLE INC$200K0.00%HELD
446WRBBERKLEY W R CORP$191K0.00%HELD
447COOCOOPER COS INC$181K0.00%HELD
448CPCANADIAN PACIFIC KANSAS CITY$173K0.00%HELD
449SMCISUPER MICRO COMPUTER INC$170K0.00%HELD
450IFFINTERNATIONAL FLAVORS&FRAGRA$156K0.00%HELD
451BNBROOKFIELD CORP$147K0.00%HELD
452SNSHARKNINJA INC$128K0.00%HELD
453JJACOBS SOLUTIONS INC$51K0.00%HELD
454ABTABBOTT LABORATORIES$51K0.00%HELD
455MDLZMONDELEZ INTL INC$42K0.00%HELD
456WCNWASTE CONNECTIONS INC$37K0.00%HELD
457RJFRAYMOND JAMES FINL INC$31K0.00%HELD
458TSCOTRACTOR SUPPLY CO$29K0.00%HELD
459DPZDOMINOS PIZZA INC$14K0.00%HELD
460GILGILDAN ACTIVEWEAR INC$4K0.00%HELD

Source: SEC EDGAR · accession 0001916757-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.