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Institutional

B. Metzler seel. Sohn & Co. AG

CIK 0001847838
$10.77B
Reported AUM
712
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · B. Metzler seel. Sohn & Co. AG · Q1 2026

AI · grounded in 13F

B. Metzler seel. Sohn & Co. AG increased its position in FAST by 560.96%, marking its largest share accumulation of the period. The fund also expanded holdings in GE by 402.98% and URI by 202.28%. Conversely, the fund trimmed its stake in CRM by 78.41%.

Portfolio · Q1 2026

NVDA$680.4MMSFT$619.5MGOOGL$571.3MAMZN$548.6MAAPL$537.9MMETAKOTMOJPMVMCDVRTXOther$5.77BBA

Top holdings· first 500 of 712

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORP.$205.10-6.20%44.92%955.49%$680.4M6.32%22,329−0.6%
2MSFTMICROSOFT$416.67-2.66%-10.71%52.39%$619.5M5.75%1,983−0.1%
3GOOGLALPHABET INC.$368.53-0.98%112.92%175.80%$571.3M5.30%35,317−1.7%
4AMZNAMAZON.COM INC.$246.03-3.06%15.20%47.87%$548.6M5.09%+25,114+1.0%
5AAPLAPPLE INC.$307.34-1.25%51.31%116.17%$537.9M4.99%29,648−1.4%
6METAMETA PLATF.$593.00-5.51%-14.74%67.74%$309.7M2.87%8,811−1.6%
7KOCOCA-COLA CO.$79.483.46%14.62%60.54%$309.3M2.87%+103,491+2.6%
8TMOTHERMO FISH.SCIENTIF.$472.80-1.91%18.07%-11.30%$285.7M2.65%6,060−1.0%
9JPMJPMORGAN CHASE$312.370.48%19.84%133.52%$279.1M2.59%26,167−2.7%
10VVISA INC.$323.571.06%-11.91%36.33%$260.7M2.42%20,891−2.4%
11MCDMCDONALDS CORP.$279.842.61%-6.22%29.33%$235.4M2.19%+816+0.1%
12VRTXVERTEX PHARMAC.$446.831.15%-0.81%121.66%$228.2M2.12%4,233−0.8%
13AVGOBROADCOM INC.$385.73-7.92%57.48%771.51%$212.3M1.97%+40,106+6.2%
14ABBVABBVIE INC.$227.231.02%23.60%135.68%$206.7M1.92%+116,708+14.0%
15ABTABBOTT LABS$91.070.32%-30.43%-17.31%$187.3M1.74%+17,553+1.0%
16CCITIGROUP INC.$132.47-1.98%73.11%132.92%$178.2M1.65%72,471−4.4%
17SPGIS&P GLOBAL INC.$424.441.03%-17.59%3.23%$172.9M1.60%+259,802+177.1%
18TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$167.7M1.56%39,839−7.4%
19PANWPALO ALTO NETWKS$272.05-2.58%36.30%309.05%$152.5M1.42%502−0.1%
20GEGE AEROSPACE$328.000.11%28.99%419.83%$118.5M1.10%+334,500+403.0%
21LLYELI LILLY$1131.420.55%48.00%387.10%$112.7M1.05%+2,054+1.7%
22JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$112.5M1.04%19,760−4.1%
23NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$89.6M0.83%+117,634+14.4%
24GOOGALPHABET INC.$365.76-0.95%109.82%172.71%$87.8M0.81%16,757−5.2%
25MAMASTERCARD INC.A$491.081.93%-16.29%31.00%$83.5M0.78%11,055−6.2%
26HDHOME DEPOT INC.$310.780.27%-12.61%7.24%$78.5M0.73%+10,486+4.6%
27UBERUBER TECH.$70.71-2.08%-17.39%62.70%$77.3M0.72%16,363−1.5%
28TSLATESLA INC.$391.00-6.56%32.48%70.69%$76.9M0.71%+39,222+23.4%
29APHAMPHENOL CORP.$138.81-5.42%49.74%300.06%$76.2M0.71%12,887−2.1%
30CSCOCISCO SYSTEMS$121.64-6.43%88.37%153.46%$73.8M0.68%495−0.1%
31PEPPEPSICO INC.$141.92-0.16%$73.5M0.68%156,691−24.9%
32AMDADVANCED MIC.DEV.$466.38-10.86%$61.2M0.57%+21,160+7.6%
33PGPROCTER GAMBLE$146.544.09%$57.4M0.53%21,337−5.1%
34MRKMERCK CO.$120.790.44%$54.7M0.51%10,827−2.3%
35MUMICRON TECHN. INC.$864.01-13.25%$54.1M0.50%+81,594+103.8%
36TXNTEXAS INSTR.$285.06-6.65%$52.1M0.48%+4,626+1.8%
37BRK/ABERKSHIRE HATHAWAY INC DEL$46.7M0.43%+2+3.2%
38ANETARISTA NET.INC. NEW$154.27-7.07%$45.3M0.42%29,969−7.5%
39AMATAPPLIED MATERIALS INC.$453.01-9.71%$43.9M0.41%22,735−15.0%
40CATCATERPILLAR INC.$904.28-3.85%$42.6M0.40%9,553−13.7%
41HWMHOWMET AEROSPACE$251.901.03%$39.1M0.36%22,046−11.5%
42ADIANALOG DEVICES INC.$401.39-6.38%$39.0M0.36%12,531−9.3%
43WMTWALMART$118.880.97%$37.9M0.35%+147+0.0%
44UNPUNION PAC.$272.323.19%$37.8M0.35%1,045−0.7%
45MELIMERCADOLIBRE INC.$1607.80-1.65%$37.2M0.35%+2,065+10.6%
46FASTFASTENAL CO.$46.79-0.78%$34.4M0.32%+628,868+561.0%
47XOMEXXON MOBIL CORP.$149.92-1.39%$34.0M0.32%+7,453+3.9%
48BACBANK AMERICA$53.83-0.63%$33.5M0.31%16,721−2.4%
49URIUNITED RENTALS INC.$1067.77-1.55%$32.5M0.30%+29,874+202.3%
50BRK/BBERKSHIRE HATHAWAY INC DEL$31.8M0.29%2,794−4.0%
51LRCXLAM RESEARCH CORP$303.28-9.85%$30.6M0.28%+1,496+1.1%
52COSTCOSTCO WHOLESALE$971.87-0.05%$30.3M0.28%2,129−6.5%
53WMWASTE MANAGEMENT$220.400.63%$29.4M0.27%+3,092+2.5%
54FITBFIFTH THIRD BANCORP$52.010.41%$29.4M0.27%8,099−1.3%
55CTASCINTAS CORP.$179.85-0.06%$29.2M0.27%1,794−1.0%
56USFDUS FOODS HLDG CORP$84.612.93%$27.8M0.26%+16,889+5.9%
57AXPAMER. EXPRESS$310.66-0.60%$27.0M0.25%43,557−32.8%
58WABWESTINGH.AI.BR.T.$260.40-0.81%$26.7M0.25%18,011−14.4%
59BRBROADRIDGE FINL SOL.$151.34-1.79%$26.1M0.24%+18,155+12.7%
60SYKSTRYKER CORP.$305.661.48%$26.1M0.24%+1,572+2.0%
61PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$25.9M0.24%+32,998+22.9%
62CRMSALESFORCE INC.$185.66-1.64%$24.6M0.23%479,457−78.4%
63KLACKLA CORP.$1929.20-9.47%$23.1M0.21%+686+4.6%
64DISDISNEY (WALT) CO.$99.710.37%$21.3M0.20%+7,259+3.4%
65GSGOLDMAN SACHS GRP INC.$1038.68-4.94%$21.2M0.20%3,211−11.4%
66APPAPPLOVIN CORP.$557.20-0.30%$20.3M0.19%+34,781+214.0%
67BLKBLACKROCK INC.$995.60-2.64%$20.3M0.19%4,740−18.3%
68TJXTJX COS INC.$160.711.31%$20.3M0.19%+7,940+6.7%
69ORCLORACLE CORP.$213.68-9.59%$20.1M0.19%36,553−21.1%
70WDCWESTN DIGITAL$511.72-11.08%$19.0M0.18%+37,239+113.4%
71CLCOLGATE-PALMOLIVE$88.584.09%$18.3M0.17%+1,636+0.8%
72INTUINTUIT INC.$296.76-1.73%$18.3M0.17%+8,443+24.9%
73SCHWCHARLES SCHWAB CORP.$88.840.95%$18.1M0.17%24,221−11.2%
74DHRDANAHER CORP.$184.30-1.25%$17.8M0.17%+5,984+6.8%
75NEENEXTERA ENERGY INC.$85.840.19%$17.7M0.16%+39,151+25.9%
76BKBK N.Y. MELLON$142.39-1.13%$17.3M0.16%+11,169+8.3%
77WECWEC ENERGY GRP$112.951.55%$17.2M0.16%4,845−3.2%
78PFEPFIZER INC.$26.041.36%$17.0M0.16%33,571−5.2%
79MSMORGAN STANLEY$211.93-2.90%$17.0M0.16%17,299−14.4%
80BSXBOSTON SCIENTIFIC$48.55-0.61%$16.6M0.15%+26,456+11.1%
81WMT2WELLS FARGO & CO.$16.5M0.15%+13,038+6.7%
82ZTSZOETIS INC.$79.44-0.10%$16.3M0.15%+6,824+5.2%
83AZOAUTOZONE INC.$3116.431.12%$16.2M0.15%2,901−37.7%
84TMUST-MOBILE US INC.$178.100.61%$15.7M0.15%+19,594+35.5%
85UNHUNITEDHEALTH GROUP$399.470.76%$15.6M0.15%5,011−8.0%
86AMGNAMGEN INC.$349.581.15%$15.3M0.14%6,258−12.6%
87QUREQUANTA SVCS$26.45-5.50%$15.3M0.14%+1,500+5.7%
88IBMINTL BUS. MACH.$284.84-5.61%$15.2M0.14%10,830−14.8%
89MCHPMICROCHIP TECH.$88.34-8.27%$15.1M0.14%61,552−20.8%
90VZVERIZON COMM. INC.$45.371.11%$15.1M0.14%8,872−2.9%
91GEVGE VERNOVA INC.$933.61-3.09%$14.6M0.14%+3,048+22.2%
92MRVLMARVELL TECH. GRP$263.47-16.74%$14.6M0.14%31,546−17.6%
93GILDGILEAD SCIENCES$129.16-0.02%$14.3M0.13%4,941−4.6%
94LPLALPL FINANCIAL HLDS$288.49-1.15%$14.3M0.13%+14,896+45.6%
95BKNGBOOKING HLDGS$165.84-0.99%$13.8M0.13%3,592−52.2%
96SHWSHERWIN-WILLIAMS$305.301.74%$13.7M0.13%42,139−49.6%
97COPCONOCOPHILLIPS$117.14-1.75%$13.7M0.13%+25,072+31.8%
98MCKMCKESSON$775.662.47%$13.5M0.13%509−3.2%
99CMICUMMINS INC.$651.22-3.96%$13.4M0.12%1,046−4.0%
100PSXPHILLIPS 66$183.08-0.58%$13.2M0.12%139−0.2%
101HDBHDFC BANK LTD$13.1M0.12%106,989−16.9%
102MPCMARATHON PETROLEUM$12.9M0.12%6,775−11.4%
103ADBEADOBE INC.$12.7M0.12%820−1.5%
104LOWLOWE'S COS INC.$12.6M0.12%1,287−2.4%
105HBANHUNTINGTON BANCSHS$12.5M0.12%23,792−2.9%
106CVXCHEVRON CORP.$12.5M0.12%+6,081+11.2%
107NOWSERVICENOW INC.$12.4M0.12%73,687−38.3%
108DEDEERE CO.$12.0M0.11%2,387−10.1%
109PHPARKER-HANNIFIN$12.0M0.11%+95+0.7%
110CVNACARVANA CO.$12.0M0.11%+7,146+23.1%
111MSIMOTOROLA SOLUTIONS$11.8M0.11%+2,318+9.3%
112PGRPROGRESSIVE CORP.$11.8M0.11%+6,798+13.0%
113BKRBAKER HUGHES CO.$11.6M0.11%19,467−9.3%
114PCARPACCAR INC.$11.5M0.11%5,321−5.1%
115PLDPROLOGIS INC.$11.3M0.10%+13,679+19.1%
116NKENIKE INC.$11.1M0.10%41,650−16.6%
117QCOMQUALCOMM INC.$10.8M0.10%+1,118+1.4%
118INTCINTEL CORP.$10.4M0.10%65,744−21.7%
119CRWDCROWDSTRIKE HLD.$10.4M0.10%+265+1.0%
120MDLZMONDELEZ INTL INC.$10.3M0.10%+21,343+13.5%
121EMREMERSON EL.$10.3M0.10%+4,738+6.4%
122EXCEXELON CORP.$10.2M0.09%6,742−3.1%
123AMPAMERIPRISE FINL$9.9M0.09%+1,407+6.8%
124LNGCHENIERE ENERGY$9.8M0.09%+775+2.3%
125ROKROCKWELL AU.$9.7M0.09%5,403−16.6%
126AMTAMERICAN TOWER$9.7M0.09%+2,187+4.0%
127XYLXYLEM INC.$9.7M0.09%1,414−1.7%
128ADPAUTOM. DATA PROC.$9.6M0.09%+3,804+8.8%
129ALLALLSTATE CORP.$9.4M0.09%+1,574+3.6%
130VLOVALERO ENERGY CORP.$9.3M0.09%+4,298+13.0%
131CMSCMS ENERGY CORP.$9.3M0.09%+5,012+4.4%
132IDXXIDEXX LABS INC.$9.1M0.08%134−0.8%
133COFCAPITAL ONE FINL$8.9M0.08%12,239−20.1%
134HCAHCA HEALTHCARE INC.$8.9M0.08%+3,179+20.4%
135AWKAMERICAN WATER WKS$8.8M0.08%40,153−38.3%
136FERGFERGUSON ENTERPRISES INC.$8.7M0.08%+13,904+59.4%
137NEMNEWMONT CORP.$8.7M0.08%+20,922+35.2%
138EMEEMCOR GRP INC.$8.6M0.08%+199+1.7%
139ROPROPER TECHNOLOGIES$8.6M0.08%+5,090+26.5%
140CITHE CIGNA GROUP$8.5M0.08%+3,731+13.3%
141FCXFREEPORT-MCMORAN INC.$8.4M0.08%13,556−8.6%
142PNCPNC FINL SERVICES GRP$8.1M0.08%219−0.6%
143ICEINTERCONTINENTAL EXCH.INC$8.1M0.07%3,990−7.2%
144ENSGENSIGN GROUP INC.$8.0M0.07%7,081−15.2%
145SRESEMPRA$8.0M0.07%17,228−17.4%
146SBUXSTARBUCKS CORP.$7.9M0.07%+125+0.1%
147FMXFOMENTO ECONOMICO MEXICANO S$7.9M0.07%2,484−3.4%
148FDXFEDEX CORP.$7.7M0.07%3,173−12.8%
149TRGPTARGA RESOURCES$7.7M0.07%582−1.9%
150PMPHILIP MORRIS INTL INC.$7.6M0.07%454−1.0%
151WELLWELLTOWER INC.$7.6M0.07%+2,940+8.3%
152HALHALLIBURTON CO.$7.6M0.07%+30,837+18.8%
153ISRGINTUITIVE SURGIC.$7.6M0.07%2,258−12.1%
154CMCSACOMCAST CORP.$7.5M0.07%+1,503+0.6%
155TAT & T INC.$7.4M0.07%+3,620+1.4%
156NTAPNETAPP INC.$7.4M0.07%+4,363+6.4%
157AMEAMETEK INC.$7.4M0.07%7,003−16.9%
158PKGPACKAGING CORP. OF AMER.$7.4M0.07%+188+0.5%
159ITWILL. TOOL WKS$7.3M0.07%500−1.7%
160ORLYO'REILLY AUTOMOTIV.$7.2M0.07%8,575−9.9%
161RRXREGAL REXNORD CORP.$7.2M0.07%121−0.3%
162EWBCEAST WEST BANCORP$7.2M0.07%1,213−1.8%
163HQYHEALTHEQUITY INC.$7.2M0.07%18,388−17.7%
164SAIASAIA INC.$7.1M0.07%+1,916+10.4%
165HSYHERSHEY CO.$7.1M0.07%+8,212+31.5%
166CORCENCORA$7.1M0.07%+776+3.6%
167INFYINFOSYS LTD.$7.1M0.07%+40,878+8.5%
168RFREGIONS FINANCIAL$6.9M0.06%+14,938+6.0%
169ELVELEVANCE HEALTH$6.9M0.06%+768+3.4%
170NTRSNORTHN TRUST CORP.$6.9M0.06%173−0.4%
171SNPSSYNOPSYS INC.$6.9M0.06%388−2.2%
172QXOQXO INC.$6.9M0.06%+121,300+52.3%
173CHTCHUNGHWA$6.8M0.06%+4,690+3.0%
174KKRKKR & CO. INC.$6.8M0.06%+9,869+15.4%
175LHLABCORP HLDGS INC.$6.7M0.06%+6,080+31.8%
176MRSHMARSH&MCLENNAN COS.INC.$6.6M0.06%2,196−5.5%
177OKEONEOK INC NEW$6.5M0.06%+359+0.5%
178USBU.S. BANCORP$6.5M0.06%+2,742+2.3%
179ITUBITAU UNIBCO HLDG$6.4M0.06%39,000−4.8%
180INSMINSMED INC.$6.4M0.06%+34,510+729.1%
181BMYBRISTOL-MYERS SQUIBB$6.4M0.06%+139+0.1%
182UPSUNITED PARCEL SE.$6.3M0.06%+4,863+8.2%
183CSXCSX CORP.$6.3M0.06%13,011−7.8%
184ABEVAMBEV S.A.$6.3M0.06%+17,505+0.8%
185GEHCGE HEALTHC.TECH.INC.$6.3M0.06%+15,231+20.9%
186AEEAMEREN CORP.$6.2M0.06%+33,148+144.6%
187CMECME GROUP INC.$6.1M0.06%7,772−27.2%
188WFWOORI FIN. GRP$6.1M0.06%+2,025+2.3%
189FTVFORTIVE CORP.$6.1M0.06%3,597−3.2%
190SCCOSOUTHERN COPPER$6.1M0.06%+805+2.3%
191EVRGEVERGY INC.$6.0M0.06%1,996−2.7%
192MSCIMSCI INC.$5.9M0.05%+356+3.4%
193UMCUTD MICROELECTR.$5.9M0.05%5,322−0.8%
194IQVIQVIA HLDGS$5.9M0.05%+4,146+13.7%
195ADSKAUTODESK INC.$5.8M0.05%2,192−8.3%
196CDWCDW CORP.$5.8M0.05%+8,692+22.3%
197LIILENNOX INTL INC.$5.7M0.05%40−0.3%
198ABNBAIRBNB INC.$5.7M0.05%+441+1.0%
199TXTTEXTRON INC.$5.7M0.05%10−0.0%
200MCOMOODYS CORP$5.6M0.05%+526+4.3%
201CDNSCADENCE DESIGN SYS$5.5M0.05%+1,390+7.5%
202HTHTH WORLD GROUP$5.5M0.05%33,807−23.6%
203FIXCOMFORT SYST. USA$5.5M0.05%710−15.2%
204MTBM&T BANK$5.5M0.05%2,279−7.9%
205BIIBBIOGEN INC.$5.4M0.05%246−0.8%
206EVREVERCORE$5.4M0.05%HELD
207ATOATMOS EN. CORP.$5.4M0.05%+3,428+13.2%
208TRVTRAVELERS COS INC.$5.4M0.05%524−2.7%
209BURLBURLINGTON STORES$5.4M0.05%1,378−7.6%
210AITAPPLIED IND. TECHS$5.4M0.05%HELD
211LLOEWS CORP.$5.3M0.05%7,066−12.4%
212VRTVERTIV HOL.CL$5.3M0.05%+8,826+71.0%
213DELLDELL TECHS INC.$5.2M0.05%79,919−71.5%
214KAIKADANT INC.$5.2M0.05%+2,322+15.0%
215SITESITEO.LANDS.SUPP.INC.$5.2M0.05%+409+1.1%
216CVSCVS HEALTH CORP.$5.1M0.05%+567+0.8%
217AYIACUITY$5.1M0.05%+282+1.6%
218RDYDR REDDYS LABS$5.1M0.05%+20,699+6.0%
219KEYSKEYSIGHT TECHS$5.1M0.05%+3,113+21.1%
220PBRPETROLEO BRASILEIRO$5.0M0.05%+22,286+10.1%
221SXISTANDEX INTL CORP.$5.0M0.05%+1,657+9.2%
222AAONAAON INC.$5.0M0.05%+8,108+15.6%
223KRKROGER CO.$5.0M0.05%410−0.6%
224HLTHILTON WORLD.HDGS$4.9M0.05%+229+1.4%
225PDDPDD HOLDINGS$4.9M0.05%10,413−17.9%
226WMBWILLIAMS COS INC.$4.9M0.05%20,342−23.3%
227EQIXEQUINIX INC.$4.8M0.05%+404+8.9%
228METMETLIFE INC.$4.8M0.04%5,124−7.0%
229FLSFLOWSERVE CORP.$4.8M0.04%1,701−2.5%
230DLRDIGITAL REALTY TR.$4.7M0.04%+1,559+6.4%
231WITWIPRO LTD$4.6M0.04%+401,176+22.5%
232IEXIDEX CORP.$4.6M0.04%4,576−15.8%
233THCTENET HEALTHCARE$4.6M0.04%1,973−7.5%
234MEDPMEDPACE HOLDINGS$4.6M0.04%+1,379+16.9%
235LNTALLIANT ENERGY$4.5M0.04%2,598−4.0%
236HHYATT HOTELS$4.5M0.04%+1,635+5.5%
237EWEDWARDS LIFESCIENCES$4.5M0.04%+737+1.3%
238EOGEOG RESOURCES$4.5M0.04%+145+0.5%
239OZKBANK OZK$4.5M0.04%6,830−6.6%
240APDAIR PROD. CHEM.$4.4M0.04%+2,858+23.3%
241KNXKNIGHT-SWIFT TR. HLDGS$4.4M0.04%+76,150NEW
242NPOENPRO INC.$4.4M0.04%2,452−12.4%
243HUBBHUBBELL INC.$4.3M0.04%+51+0.6%
244SKYCHAMPION HOMES$4.3M0.04%+27,137+87.7%
245RRCRANGE RES CORP.$4.3M0.04%22,361−19.0%
246UMBFUMB FINL CORP.$4.3M0.04%HELD
247SHGSHINHAN FINL$4.3M0.04%+4,328+6.6%
248FANGDIAMONDBACK ENERGY$4.3M0.04%522−2.4%
249PRIPRIMERICA INC.$4.2M0.04%HELD
250GFIGOLD FIELDS$4.2M0.04%+11,431+14.3%
251HONHONEYWELL INTL$4.1M0.04%+4,619+33.7%
252MCMOELIS&CO.$4.1M0.04%+9,617+15.4%
253MMM3M CO.$4.1M0.04%503−1.8%
254ECGEVERUS CONSTR.GRP$4.1M0.04%+10,527+43.8%
255MARMARRIOTT INTL$4.1M0.04%+4,140+49.8%
256AEISADVANCED EN. INDS$4.0M0.04%HELD
257SESEA LTD$3.9M0.04%+26,024+120.2%
258AFLAFLAC INC.$3.9M0.04%5,541−13.4%
259SYFSYNCHRONY FIN.$3.8M0.04%866−1.5%
260CSWCSW IND. INC.$3.8M0.04%+2,226+18.0%
261SYYSYSCO CORP.$3.8M0.04%56−0.1%
262STTSTATE STREET CORP.$3.8M0.04%1,180−3.8%
263ODFLOLD DOMIN.FR.LINE$3.7M0.03%130−0.7%
264UFPIUFP INDS INC.$3.7M0.03%+9,799+32.1%
265TXRHTEXAS ROADHOUSE$3.7M0.03%7,206−24.5%
266GWWGRAINGER (W.W.) INC.$3.7M0.03%+15+0.4%
267GENGEN DIGITAL INC.$3.7M0.03%+18,136+10.3%
268CHEFCHEFS WAREHOUSE INC.$3.7M0.03%HELD
269SPGSIMON PROPERTY GRP PAIRED$3.6M0.03%+11,818+154.7%
270YUMYUM BRANDS$3.6M0.03%HELD
271GLWCORNING INC.$3.6M0.03%1,088−4.0%
272CIENCIENA CORP$3.5M0.03%+1,725+23.4%
273YUMCYUM CHINA HLDGS$3.5M0.03%+10,571+17.1%
274LENLENNAR CORP.$3.5M0.03%238−0.6%
275AHRAMERICAN HEALTHC.REIT$3.5M0.03%HELD
276WINGWINGSTOP INC.$3.5M0.03%+2,531+12.6%
277EDCONSOLIDATED EDISON$3.5M0.03%+386+1.3%
278EGPEASTGRP PTIES$3.4M0.03%HELD
279HPEHEWLETT PACKARD ENT.$3.4M0.03%17,144−10.7%
280PLNTPLANET FITNESS$3.3M0.03%+20,649+85.8%
281WDAYWORKDAY INC.$3.3M0.03%HELD
282BCPCBALCHEM CORP.$3.3M0.03%+5,009+35.1%
283ROSTROSS STRS INC.$3.2M0.03%1,949−11.6%
284RSGREPUBLIC SERVIC.$3.2M0.03%75−0.5%
285NSCNORFOLK STHN CORP.$3.2M0.03%156−1.4%
286VVVVALVOLINE INC.$3.2M0.03%+5,743+6.5%
287TTWOTAKE-TWO INTERACT. SOFTW.$3.2M0.03%HELD
288PRIMPRIMORIS SERVICES CORP.$3.2M0.03%+22,162NEW
289FSSFED. SIGNAL CORP.$3.2M0.03%1,486−4.8%
290TFCTRUIST FINL CORP.$3.2M0.03%+7,042+11.4%
291VLTOVERALTO CORP.$3.1M0.03%+482+1.4%
292PAYXPAYCHEX INC.$3.1M0.03%+327+1.0%
293CCICROWN CASTLE INC.$3.1M0.03%+5,164+15.8%
294IRINGERSOLL-RAND$3.1M0.03%+3,041+8.6%
295OLLIOLL.BARG.OUTL.HLD.$3.1M0.03%270−0.8%
296PFGPRINCIPAL FINL GRP$3.1M0.03%+1,041+3.2%
297BXBLACKSTONE INC.$3.1M0.03%64,486−70.9%
298OTISOTIS WORLDWID.CORP$3.0M0.03%1,936−4.7%
299SMTCSEMTECH CORP.$3.0M0.03%HELD
300WMSADVANCED DRAIN.SYS.$2.9M0.03%HELD
301IBPINSTAL.BLDG PRODS$2.9M0.03%HELD
302DXCMDEXCOM INC.$2.9M0.03%+16,293+54.2%
303HLNEHAMILTON LANE INC$2.9M0.03%+7,052+31.9%
304KDPKEURIG DR PEPPER$2.9M0.03%+4,904+4.7%
305ECLECOLAB INC.$2.9M0.03%278−2.5%
306BZKANZHUN LTD$2.9M0.03%+20,196+10.4%
307TGTTARGET CORP.$2.9M0.03%185−0.8%
308RLIRLI CORP.$2.9M0.03%+14,277+39.8%
309CFGCITIZENS FINL GROUP$2.9M0.03%+558+1.2%
310CXCEMEX SA EURO MTN BE 144A$2.8M0.03%HELD
311IRMIRON MOUNTAIN (NEW)$2.8M0.03%+1,313+5.0%
312COHRCOHERENT CORP.$2.8M0.03%+11,884NEW
313FPSFORGENT POWER SOLUTIONS INC$2.8M0.03%+96,120NEW
314ALNYALNYLAM PHARMACE.$2.8M0.03%+3,223+61.4%
315BOOTBOOT BARN HLDGS$2.8M0.03%+8,005+71.8%
316VRSKVERISK ANALYTICS$2.7M0.03%+2,245+18.3%
317FRPTFRESHPET INC.$2.7M0.03%+11,763+34.0%
318BLDTOPBUILD CORP.$2.7M0.03%HELD
319AJGGALLAGHER , A.J.$2.7M0.03%+850+7.3%
320AXGNAXOGEN INC.$2.7M0.02%+21,633+36.4%
321RJFRAYMOND JAMES FIN.$2.7M0.02%+261+1.4%
322MNSTMONSTER BEVER.NEW$2.7M0.02%2,273−5.8%
323KMBKIMBERLY-CLARK$2.7M0.02%+5,075+22.6%
324CAHCARDINAL HEALTH INC.$2.7M0.02%+1,173+10.3%
325HIGHARTFORD INSURANCE GROUP$2.6M0.02%+2,323+13.5%
326GMEDGLOBUS MED.A NEW$2.6M0.02%+30,655NEW
327RBCRBC BEARINGS INC.$2.6M0.02%3,533−42.1%
328MTDMETTLER-TOLEDO INTL$2.6M0.02%HELD
329CUBECUBESMART$2.6M0.02%HELD
330ESEVERSOURCE ENERGY$2.6M0.02%2,757−6.9%
331AEPAMER. EL. PWR$2.6M0.02%+662+3.5%
332CWSTCASELLA WASTE SYS$2.6M0.02%36,347−52.9%
333DCIDONALDSON CO.$2.6M0.02%+30,240NEW
334AVNTAVIENT CORP.$2.6M0.02%HELD
335COCOTHE VITA COCO CO.INC.$2.5M0.02%+15,284+40.3%
336ROLROLLINS INC.$2.5M0.02%+14,530+44.1%
337GMGENERAL MOTORS$2.5M0.02%+493+1.5%
338REGNREGENERON PHARMAC.$2.5M0.02%37−1.1%
339FFIVF5$2.5M0.02%+54+0.6%
340STRLSTERLING INFRASTRU.$2.5M0.02%HELD
341BCOBRINKS CO$2.5M0.02%+24,050NEW
342NDAQNASDAQ INC.$2.5M0.02%22,056−43.1%
343PFGCPERFORMANCE FD GR.$2.5M0.02%HELD
344NETCLOUDFLARE INC.$2.5M0.02%2,573−17.7%
345SBSCIA SANEAMENTO BA.$2.5M0.02%+2,037+2.6%
346MPWRMONOLITHIC POWER$2.4M0.02%213−8.7%
347HEIHEICO CORP.$2.4M0.02%398−4.3%
348MOALTRIA GRP INC.$2.4M0.02%HELD
349AXONAXON ENTERPRISE$2.4M0.02%385−6.3%
350CEGCONSTELLATION ENERGY$2.4M0.02%+9+0.1%
351DDDUPONT DE NEMOURS INC.$2.4M0.02%10,256−16.3%
352TSCOTRACTOR SUPPLY$2.4M0.02%+79+0.1%
353FTNTFORTINET INC.$2.4M0.02%5,441−15.6%
354MRCYMERCURY SYSTEMS$2.4M0.02%12,502−27.6%
355DKSDICK'S SPORTING$2.3M0.02%+10,160+613.9%
356EAEL. ARTS INC.$2.3M0.02%HELD
357FWONKLIBERTY MED.C FORMULA ONE$2.3M0.02%+5,604+25.9%
358TDGTRANSDIGM GROUP$2.3M0.02%HELD
359LITELUMENTUM HLDGS IN.$2.3M0.02%+3,290NEW
360RMDRESMED INC.$2.3M0.02%HELD
361LYVLIVE NATION ENTMT.$2.3M0.02%+4,495+42.5%
362DCODUCOMMUN INC.$2.3M0.02%HELD
363SOTHE SOUTHERN CO.$2.3M0.02%+1,470+6.7%
364BABAALIBABA GR.HLDG$2.3M0.02%5,165−22.4%
365EMNEASTMAN CHEM. CO.$2.2M0.02%+28,906NEW
366CNSCOHEN & STEERS$2.2M0.02%+5,121+17.0%
367XELXCEL ENERGY$2.2M0.02%HELD
368DNLIDENALI THERAP.INC.$2.2M0.02%HELD
369LDOSLEIDOS HOLDINGS$2.1M0.02%+826+6.4%
370EBAYEBAY INC.$2.1M0.02%3,540−13.1%
371CHDNCHURCHILL DOWNS INC.$2.1M0.02%HELD
372DUKDUKE EN.CORP.$2.1M0.02%+209+1.3%
373CBRECBRE GROUP INC.$2.1M0.02%254−1.6%
374ACIWACI WORLDWIDE INC.$2.1M0.02%HELD
375PEGPUBL. SVC.ENTER.$2.1M0.02%+86+0.3%
376RLRALPH LAUREN$2.1M0.02%HELD
377DOWDOW INC.$2.1M0.02%717−1.4%
378BDXBECTON, DICKINSON$2.0M0.02%447−3.3%
379RGENREPLIGEN CORP.$2.0M0.02%+9,280+116.4%
380NINISOURCE INC.$2.0M0.02%954−2.1%
381ASXASE TECHNOLOGY HLDG CO LTD$2.0M0.02%+68,535+274.3%
382EIXEDISON INTL$2.0M0.02%+10,558+61.7%
383ZBHZIMMER BIOMET HLDGS$2.0M0.02%HELD
384KMIKINDER MORGAN P$2.0M0.02%+3,417+6.0%
385DOVDOVER CORP.$2.0M0.02%863−8.2%
386APOAPOLLO GL.M.NEW$2.0M0.02%13,263−42.6%
387PYPLPAYPAL HDGS INC.$2.0M0.02%40,636−48.4%
388CPRTCOPART INC.$2.0M0.02%19,324−24.7%
389KVUEKENVUE INC.$1.9M0.02%4,727−4.0%
390PSAPUBLIC STORAGE OP.$1.9M0.02%+3,373+88.5%
391DGXQUEST DIAGNOSTICS$1.9M0.02%+1,890+23.5%
392TERTERADYNE INC.$1.9M0.02%+2,614+66.2%
393BWXTBWX TECHS INC.$1.9M0.02%HELD
394TEVATEVA PHARMACEUT.$1.9M0.02%256−0.4%
395LOARLOAR HOLDINGS INC.$1.9M0.02%+1,562+4.9%
396HOODROBINH.MKTS$1.9M0.02%+1,829+7.1%
397FOURSHIFT4 PAYMTS$1.9M0.02%28,337−39.3%
398SNOWSNOWFLAKE INC.$1.9M0.02%1,177−8.5%
399AAGILENT TECHS INC.$1.9M0.02%+1,222+8.0%
400SNASNAP-ON INC.$1.9M0.02%+2,501+92.6%
401LHXL3HARRIS TECHS INC.$1.9M0.02%+1,534+39.3%
402TREXTREX CO. INC.$1.9M0.02%+22,262+76.1%
403RHRH$1.9M0.02%HELD
404GPIGROUP 1 AUTOM.$1.9M0.02%HELD
405CCCCCC INTELLIGENT SOLUTIONS HL$1.9M0.02%+57,518+22.9%
406EPAMEPAM SYSTEMS INC.$1.8M0.02%3,661−21.2%
407GAPGAP INC.$1.8M0.02%+76,086NEW
408VMCVULCAN MATERIALS CO$1.8M0.02%+3,730+123.4%
409PRUPRUDENTIAL FINL$1.8M0.02%+63+0.3%
410VTRVENTAS INC.$1.8M0.02%+2,309+11.5%
411CTSCTS CORP.$1.8M0.02%6,697−14.9%
412RKLBROCKET LAB CORP.$1.8M0.02%+5,454+23.8%
413PAYPAYMENTUS HLDGS$1.8M0.02%7,197−9.2%
414TRMBTRIMBLE INC.$1.8M0.02%8,087−22.6%
415DASHDOORDASH INC.$1.8M0.02%2,966−19.8%
416HRHEALTHCARE REAL.$1.8M0.02%HELD
417YMMFULL TRUCK AL.$1.8M0.02%82,942−27.7%
418KRMNKARMAN HLDGS INC.$1.8M0.02%11,734−34.4%
419PCORPROCORE TECH.INC.$1.8M0.02%19,213−38.0%
420REXRREXFORD IND.REALTY$1.8M0.02%HELD
421HWKNHAWKINS INC.$1.8M0.02%808−6.6%
422FICOFAIR ISAAC CORP.$1.8M0.02%+89+5.7%
423MTZMASTEC INC.$1.8M0.02%1,837−25.2%
424DXPEDXP ENTERPRISES$1.7M0.02%2,133−14.7%
425HEI/AHEICO CORP.$1.7M0.02%+581+7.8%
426EQHEQUITABLE HLDGS$1.7M0.02%5,631−11.0%
427WHDCACTUS INC.$1.7M0.02%+4,954+16.1%
428SNDKSANDISK CORP.$1.7M0.02%+2,665NEW
429CMGCHIPOTLE MEX.GR.$1.7M0.02%HELD
430KTOSKRATOS DEFENSE & SEC SOLUTIO$1.7M0.02%HELD
431ESEESCO TECH.$1.7M0.02%+5,998NEW
432RDNTRADNET INC.$1.7M0.02%HELD
433VEEVVEEVA SYSTEMS$1.7M0.02%HELD
434ARWRARROWHEAD PHARMAC.$1.7M0.02%+5,643+27.3%
435WATWATERS CORP.$1.6M0.02%+2,362+75.2%
436WBDWB DISCOVERY$1.6M0.02%8,117−12.0%
437TECHBIO-TECHNE CORP.$1.6M0.02%HELD
438XPELXPEL INC.$1.6M0.02%+3,456+10.4%
439PPGPPG IND. INC.$1.6M0.01%HELD
440RMBSRAMBUS INC DEL$1.6M0.01%HELD
441GWREGUIDEWIRE SOFTWA.$1.6M0.01%+2,077+24.0%
442MDBMONGODB INC.$1.6M0.01%+978+17.7%
443MTNVAIL RESORTS INC.$1.6M0.01%+2,785+29.0%
444DTEDTE EN. CO.$1.6M0.01%HELD
445AGYSAGILYSYS INC.$1.6M0.01%HELD
446AXSMAXSOME THERAPEUT.$1.6M0.01%HELD
447UFPTUFP TECHS INC.$1.6M0.01%+293+3.8%
448ADMARCHER DANIELS MIDLAND$1.6M0.01%361−1.7%
449OMCLOMNICELL INC.$1.6M0.01%+46,462NEW
450ELANELANCO ANIMAL HEALTH.$1.5M0.01%HELD
451KEYKEYCORP$1.5M0.01%1,320−1.7%
452FFORD MOTOR$1.5M0.01%HELD
453AGXARGAN INC.$1.5M0.01%7,222−72.2%
454BELFBBEL FUSE INC.$1.5M0.01%+2,664+53.6%
455POSTPOST HLDGS INC.$1.5M0.01%HELD
456GISGENL MILLS$1.5M0.01%5,873−12.7%
457KMXCARMAX INC.$1.5M0.01%HELD
458OREALTY INC. CORP.$1.5M0.01%+1,806+8.0%
459INVHINVITATION HOMES$1.5M0.01%1,126−1.9%
460CTSHCOGNIZANT TECH. SOL.$1.5M0.01%2,494−9.5%
461FHB1ST HAWAIIAN INC.$1.5M0.01%29,637−33.4%
462FISVFISERV INC.$1.5M0.01%488−1.8%
463HMYHARMONY GD MNG$1.4M0.01%+6,673+7.7%
464INCYINCYTE$1.4M0.01%+1,740+13.0%
465ATRCATRICURE INC.$1.4M0.01%HELD
466HSAIHESAI GROUP$1.4M0.01%+58,726+379.5%
467CARRCARRIER GLBL CORP$1.4M0.01%1,255−4.8%
468FNDFLOOR & DECOR$1.4M0.01%+9,404+51.3%
469AIGAMER.INTL GRP NEW$1.4M0.01%2,148−10.3%
470DDOMINION ENERGY INC.$1.4M0.01%+2,308+11.3%
471ULTAULTA BEAUTY$1.4M0.01%+325+13.8%
472ARMARM HLDGS$1.4M0.01%+3,991+76.4%
473HPQHP INC$1.4M0.01%879−1.2%
474LGNDLIGAND PHARMAC.NEW$1.4M0.01%HELD
475KHCKRAFT HEINZ CO.$1.4M0.01%+12,376+25.7%
476FIVEFIVE BELOW INC.$1.4M0.01%4,002−40.4%
477RBRKRUBRIK INC.$1.3M0.01%HELD
478EXPDEXPEDITORS INTL WASH.$1.3M0.01%204−2.2%
479ICFIICF INTL INC.$1.3M0.01%21,173−51.3%
480IRTCIRHYTHM HOLDINGS$1.3M0.01%HELD
481APAMARTISAN PARTNERS ASSET MGMT$1.3M0.01%2,041−5.4%
482JBLJABIL$1.3M0.01%+1,494+43.8%
483BBIOBRIDGEBIO PHARMA$1.3M0.01%HELD
484NXTNEXTPOWER INC.$1.3M0.01%+10,748NEW
485MLMMARTIN MAR. MAT.$1.3M0.01%30−1.4%
486PTCPTC INC.$1.3M0.01%HELD
487ARLOARLO TECHS INC.$1.3M0.01%+2,914+3.3%
488SBACSBA COMMUNICAT.$1.3M0.01%+2,679+56.2%
489UTIUNIVERSAL TECHN.$1.3M0.01%+5,960+20.4%
490AVBAVALONBAY COMM.$1.3M0.01%+4,695+154.4%
491BBDBANCO BRADESCO PFD$1.3M0.01%30,020−8.1%
492CHRWC.H. ROB. WORLDWIDE NEW$1.2M0.01%HELD
493CSGPCOSTAR GROUP INC.$1.2M0.01%+8,461+38.1%
494TTANSERVICETITAN INC.$1.2M0.01%HELD
495FNFFIDELITY NATL FINL. FNF$1.2M0.01%HELD
496CNPCENTERPOINT ENERGY INC.$1.2M0.01%+2,263+8.7%
497LOPEGRAND CANYON EDUCAT. INC.$1.2M0.01%3,791−34.6%
498FOXAFOX CORP.$1.2M0.01%HELD
499NRGNRG ENERGY INC.$1.2M0.01%HELD
500CFCF INDS HLDGS$1.2M0.01%HELD

Source: SEC EDGAR · accession 0000947871-26-000503. 13F discloses long positions only — shorts, foreign equities, and options are excluded.