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CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

CIK 0001081019
$94.49B
Reported AUM
2,925
Positions
Q1 2026
Period
2026-05-18
Filed

The Brief · CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM · Q1 2026

AI · grounded in 13F

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM established a new position in BLUE OWL TECHNOLOGY FINANCE OTF valued at $250.56M. The fund trimmed several major holdings, including APPLE INC AAPL by 3.08% and NVIDIA CORP NVDA by 2.35%. Other reductions included EXXON MOBIL CORP XOM by 3.92% and MICROSOFT CORP MSFT by 2.29%.

Portfolio · Q1 2026

NVDA$6.40BAAPL$5.65BMSFTAMZNGOOGLAVGOGOOGIVVMETAOther$53.57BCS

Top holdings· first 500 of 2925

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%$6.40B6.77%881,237−2.3%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$5.65B5.98%708,401−3.1%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$3.97B4.20%251,345−2.3%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$3.03B3.21%327,605−2.2%
5GOOGLALPHABET INC CL A$368.53-0.98%112.92%175.80%$2.55B2.70%209,619−2.3%
6AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$2.11B2.23%144,857−2.1%
7GOOGALPHABET INC CL C$365.76-0.95%109.82%172.71%$2.09B2.21%200,421−2.7%
8IVVISHARES CORE S P 500 ETF$740.91-2.62%24.60%80.03%$1.93B2.04%2,000−0.1%
9METAMETA PLATFORMS INC CLASS A$593.00-5.51%-14.74%67.74%$1.88B1.99%70,344−2.1%
10TSLATESLA INC$391.00-6.56%32.48%70.69%$1.59B1.68%102,538−2.3%
11JPMJPMORGAN CHASE CO$312.370.48%19.84%133.52%$1.22B1.29%127,806−3.0%
12LLYELI LILLY CO$1131.420.55%48.00%387.10%$1.12B1.18%29,689−2.4%
13BRK/BBERKSHIRE HATHAWAY INC CL B$992.9M1.05%56,288−2.6%
14JNJJOHNSON JOHNSON$232.772.02%53.90%55.59%$915.0M0.97%85,888−2.2%
15WMTWALMART INC$118.880.97%22.99%166.67%$831.8M0.88%158,235−2.3%
16XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$829.7M0.88%199,685−3.9%
17VVISA INC CLASS A SHARES$323.571.06%-11.91%36.33%$775.6M0.82%75,627−2.9%
18COSTCOSTCO WHOLESALE CORP$971.87-0.05%-3.70%138.72%$684.7M0.72%15,252−2.2%
19MAMASTERCARD INC A$491.081.93%-16.29%31.00%$642.9M0.68%36,405−2.8%
20NFLXNETFLIX INC$82.180.76%-33.80%58.78%$619.0M0.66%170,210−2.6%
21ABBVABBVIE INC$227.231.02%23.60%135.68%$582.9M0.62%62,377−2.3%
22MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$575.9M0.61%38,722−2.2%
23PGPROCTER GAMBLE CO THE$146.544.09%-8.09%17.02%$517.7M0.55%92,221−2.5%
24BACBANK OF AMERICA CORP$53.83-0.63%23.03%58.61%$508.8M0.54%455,585−4.2%
25PLTRPALANTIR TECHNOLOGIES INC A$135.53-4.35%6.11%524.27%$504.0M0.53%68,168−1.9%
26AMDADVANCED MICRO DEVICES$466.38-10.86%301.39%339.19%$500.7M0.53%53,866−2.1%
27CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$500.4M0.53%19,669−2.7%
28KOCOCA COLA CO THE$79.483.46%14.62%60.54%$496.6M0.53%149,091−2.2%
29HDHOME DEPOT INC$310.780.27%-12.61%7.24%$494.3M0.52%37,386−2.4%
30CSCOCISCO SYSTEMS INC$121.64-6.43%88.37%153.46%$467.3M0.49%150,265−2.4%
31MRKMERCK CO INC$120.790.44%$461.4M0.49%110,513−2.8%
32CVXCHEVRON CORP$187.31-0.55%$458.5M0.49%85,776−3.7%
33GEGENERAL ELECTRIC$328.000.11%$457.5M0.48%45,620−2.8%
34AMATAPPLIED MATERIALS INC$453.01-9.71%$418.5M0.44%34,725−2.8%
35LRCXLAM RESEARCH CORP$303.28-9.85%$410.9M0.43%54,391−2.8%
36RTXRTX CORP$180.990.88%$395.8M0.42%51,018−2.4%
37GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$385.8M0.41%14,884−3.2%
38ORCLORACLE CORP$213.68-9.59%$382.1M0.40%45,982−1.7%
39WMT2WELLS FARGO CO$380.0M0.40%189,749−3.8%
40UNHUNITEDHEALTH GROUP INC$399.470.76%$366.9M0.39%33,063−2.4%
41GEVGE VERNOVA INC$933.61-3.09%$363.1M0.38%11,861−2.8%
42MCDMCDONALD S CORP$279.842.61%$346.9M0.37%29,562−2.6%
43IBMINTL BUSINESS MACHINES CORP$284.84-5.61%$344.7M0.36%31,400−2.2%
44VZVERIZON COMMUNICATIONS INC$45.371.11%$331.0M0.35%155,106−2.3%
45PEPPEPSICO INC$141.92-0.16%$326.1M0.35%50,475−2.3%
46TATT INC$22.75-0.09%$317.3M0.34%343,019−3.0%
47CCITIGROUP INC$132.47-1.98%$315.8M0.33%131,981−4.5%
48INTCINTEL CORP$99.17-11.28%$304.0M0.32%172,120−2.4%
49KLACKLA CORP$1929.20-9.47%$295.7M0.31%5,258−2.6%
50MSMORGAN STANLEY$211.93-2.90%$294.7M0.31%59,739−3.2%
51AMGNAMGEN INC$349.581.15%$290.3M0.31%19,940−2.4%
52TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$281.1M0.30%16,037−2.7%
53ABTABBOTT LABORATORIES$91.070.32%$274.6M0.29%67,702−2.5%
54TJXTJX COMPANIES INC$160.711.31%$269.6M0.29%46,285−2.7%
55LINLINDE PLC$507.900.09%$268.6M0.28%17,735−3.2%
56GILDGILEAD SCIENCES INC$129.16-0.02%$266.8M0.28%40,972−2.1%
57TXNTEXAS INSTRUMENTS INC$285.06-6.65%$265.8M0.28%35,013−2.5%
58DISWALT DISNEY CO THE$99.710.37%$263.0M0.28%84,166−3.0%
59CRMSALESFORCE INC$185.66-1.64%$262.8M0.28%56,183−3.8%
60PFEPFIZER INC$26.041.36%$252.9M0.27%201,827−2.2%
61OTFBLUE OWL TECHNOLOGY FINANCE$11.29-1.74%$250.6M0.27%+20,222,455NEW
62AXPAMERICAN EXPRESS CO$310.66-0.60%$250.0M0.26%28,827−3.4%
63SLBSLB LTD$54.87-5.41%$249.4M0.26%58,021−1.2%
64ISRGINTUITIVE SURGICAL INC$422.060.77%$248.6M0.26%17,549−3.2%
65NEENEXTERA ENERGY INC$85.840.19%$245.7M0.26%76,135−2.8%
66SCHWSCHWAB CHARLES CORP$88.840.95%$244.2M0.26%107,627−4.0%
67ADIANALOG DEVICES INC$401.39-6.38%$240.1M0.25%23,561−3.0%
68APHAMPHENOL CORP CL A$138.81-5.42%$236.9M0.25%42,331−2.2%
69BABOEING CO THE$215.45-0.91%$235.4M0.25%25,207−2.1%
70HONHONEYWELL INTERNATIONAL INC$213.97-1.69%$224.7M0.24%22,330−2.2%
71UBERUBER TECHNOLOGIES INC$70.71-2.08%$222.7M0.24%83,944−2.6%
72DEDEERE CO$583.44-1.40%$218.2M0.23%9,960−2.5%
73BKNGBOOKING HOLDINGS INC$165.84-0.99%$215.5M0.23%1,454−2.8%
74ETNEATON CORP PLC$395.94-5.42%$213.2M0.23%14,316−2.3%
75BLKBLACKROCK INC$995.60-2.64%$212.5M0.22%5,933−2.6%
76QCOMQUALCOMM INC$215.94-10.98%$211.4M0.22%50,237−3.0%
77UNPUNION PACIFIC CORP$272.323.19%$204.8M0.22%23,871−2.8%
78WELLWELLTOWER INC$206.933.03%$204.7M0.22%7,043−0.7%
79SPGISP GLOBAL INC$424.441.03%$201.7M0.21%13,539−2.8%
80BMYBRISTOL MYERS SQUIBB CO$57.271.18%$201.2M0.21%77,660−2.3%
81LOWLOWE S COS INC$210.741.55%$198.2M0.21%22,240−2.6%
82LMTLOCKHEED MARTIN CORP$523.760.91%$196.7M0.21%10,802−3.2%
83ANETARISTA NETWORKS INC$154.27-7.07%$195.4M0.21%35,438−2.2%
84PANWPALO ALTO NETWORKS INC$272.05-2.58%$189.5M0.20%+145,322+14.0%
85COPCONOCOPHILLIPS$117.14-1.75%$189.0M0.20%57,677−3.9%
86PLDPROLOGIS INC$144.540.52%$187.8M0.20%35,173−2.4%
87BKRBAKER HUGHES CO$62.59-5.32%$187.6M0.20%47,050−1.5%
88CBCHUBB LTD$326.273.74%$186.0M0.20%21,742−3.7%
89ACNACCENTURE PLC CL A$178.25-0.34%$185.3M0.20%30,771−3.2%
90DHRDANAHER CORP$184.30-1.25%$184.6M0.20%36,445−3.6%
91NEMNEWMONT CORP$99.71-7.96%$184.5M0.20%45,615−2.6%
92INTUINTUIT INC$296.76-1.73%$182.9M0.19%11,755−2.7%
93OBDCBLUE OWL CAPITAL CORP$11.02-2.48%$181.9M0.19%HELD
94MDTMEDTRONIC PLC$81.67-0.32%$176.7M0.19%53,130−2.5%
95CMECME GROUP INC$257.400.52%$175.8M0.19%15,486−2.5%
96SYKSTRYKER CORP$305.661.48%$175.3M0.19%11,784−2.2%
97PGRPROGRESSIVE CORP$204.024.42%$171.0M0.18%22,977−2.6%
98PHPARKER HANNIFIN CORP$882.341.16%$170.8M0.18%5,314−2.7%
99COFCAPITAL ONE FINANCIAL CORP$180.67-1.38%$169.2M0.18%27,023−2.8%
100CMCSACOMCAST CORP CLASS A$23.822.10%$167.9M0.18%213,928−3.5%
101VRTXVERTEX PHARMACEUTICALS INC$166.8M0.18%12,270−3.2%
102MCKMCKESSON CORP$165.4M0.18%5,523−2.8%
103TMUST MOBILE US INC$164.9M0.17%23,646−2.9%
104NOWSERVICENOW INC$160.2M0.17%43,369−2.8%
105SBUXSTARBUCKS CORP$157.3M0.17%37,943−2.1%
106GLWCORNING INC$156.1M0.17%27,658−2.4%
107WMBWILLIAMS COS INC$154.3M0.16%48,478−2.2%
108OKEONEOK INC$154.0M0.16%31,910−1.8%
109ADBEADOBE INC$152.9M0.16%14,954−2.3%
110CTVACORTEVA INC$150.8M0.16%30,311−1.7%
111CRWDCROWDSTRIKE HOLDINGS INC A$147.0M0.16%8,481−2.2%
112BSXBOSTON SCIENTIFIC CORP$144.3M0.15%57,751−2.4%
113NOCNORTHROP GRUMMAN CORP$143.4M0.15%5,165−2.4%
114WDCWESTERN DIGITAL CORP$141.9M0.15%20,088−3.7%
115TTTRANE TECHNOLOGIES PLC$141.8M0.15%11,324−3.2%
116ICEINTERCONTINENTAL EXCHANGE IN$141.2M0.15%24,403−2.6%
117VRTVERTIV HOLDINGS CO A$139.4M0.15%12,720−2.2%
118APPAPPLOVIN CORP CLASS A$139.0M0.15%9,478−2.6%
119BKBANK OF NEW YORK MELLON CORP$137.2M0.15%48,703−4.0%
120EQIXEQUINIX INC$136.3M0.14%3,198−2.2%
121CVSCVS HEALTH CORP$135.7M0.14%41,415−2.1%
122HWMHOWMET AEROSPACE INC$133.5M0.14%15,421−2.6%
123CEGCONSTELLATION ENERGY$131.7M0.14%17,185−3.5%
124ECLECOLAB INC$131.0M0.14%8,224−1.6%
125MRVLMARVELL TECHNOLOGY INC$128.8M0.14%45,422−3.4%
126PNCPNC FINANCIAL SERVICES GROUP$128.8M0.14%15,823−2.5%
127ADPAUTOMATIC DATA PROCESSING$128.6M0.14%15,681−2.4%
128FCXFREEPORT MCMORAN INC$127.9M0.14%55,354−2.5%
129JCIJOHNSON CONTROLS INTERNATION$127.6M0.14%71,003−6.8%
130MRSHMARSH MCLENNAN COS$126.6M0.13%22,476−3.0%
131SHWSHERWIN WILLIAMS CO THE$126.2M0.13%11,789−2.9%
132BXBLACKSTONE INC$123.8M0.13%24,730−2.2%
133USBUS BANCORP$123.8M0.13%65,315−2.7%
134SOSOUTHERN CO THE$123.2M0.13%39,725−3.0%
135QUREQUANTA SERVICES INC$122.0M0.13%4,733−2.1%
136GDGENERAL DYNAMICS CORP$121.5M0.13%6,755−1.9%
137STXSEAGATE TECHNOLOGY HOLDINGS$120.4M0.13%93−0.0%
138ITWILLINOIS TOOL WORKS$120.2M0.13%16,572−3.5%
139REGNREGENERON PHARMACEUTICALS$119.1M0.13%4,479−2.8%
140ORLYO REILLY AUTOMOTIVE INC$118.8M0.13%31,695−2.4%
141DUKDUKE ENERGY CORP$118.1M0.12%28,926−3.1%
142AMTAMERICAN TOWER CORP$117.7M0.12%16,680−2.4%
143MELIMERCADOLIBRE INC$117.6M0.12%1,145−1.7%
144MDLZMONDELEZ INTERNATIONAL INC A$117.3M0.12%62,311−3.0%
145SNPSSYNOPSYS INC$114.6M0.12%1,202−0.4%
146MMM3M CO$114.2M0.12%20,925−2.6%
147CDNSCADENCE DESIGN SYS INC$113.4M0.12%8,870−2.1%
148TPLTEXAS PACIFIC LAND CORP$112.6M0.12%2,547−1.1%
149MSIMOTOROLA SOLUTIONS INC$112.3M0.12%6,317−2.4%
150CMICUMMINS INC$110.9M0.12%4,902−2.3%
151EMREMERSON ELECTRIC CO$110.5M0.12%22,100−2.6%
152HCAHCA HEALTHCARE INC$109.7M0.12%9,790−4.1%
153CLCOLGATE PALMOLIVE CO$108.2M0.11%33,433−2.6%
154CITHE CIGNA GROUP$108.2M0.11%10,401−2.5%
155HALHALLIBURTON CO$108.1M0.11%59,568−2.1%
156TDGTRANSDIGM GROUP INC$108.1M0.11%1,888−2.0%
157LNGCHENIERE ENERGY INC$107.6M0.11%13,021−3.3%
158WMWASTE MANAGEMENT INC$106.8M0.11%15,009−3.1%
159CSXCSX CORP$106.6M0.11%90,363−3.4%
160MCOMOODY S CORP$104.2M0.11%6,530−2.7%
161LHXL3HARRIS TECHNOLOGIES INC$103.3M0.11%7,959−2.6%
162SNDKSANDISK CORP$102.8M0.11%+30,065+22.8%
163GMGENERAL MOTORS CO$102.6M0.11%63,005−4.4%
164ROSTROSS STORES INC$102.1M0.11%13,233−2.7%
165TRVTRAVELERS COS INC THE$100.1M0.11%12,163−3.4%
166AONAON PLC CLASS A$99.7M0.11%9,368−2.9%
167WBDWARNER BROS DISCOVERY INC$98.5M0.10%102,174−2.8%
168TELTE CONNECTIVITY PLC$97.3M0.10%8,960−1.9%
169ELVELEVANCE HEALTH INC$96.8M0.10%11,046−3.2%
170SPGSIMON PROPERTY GROUP INC$96.3M0.10%12,514−2.4%
171NKENIKE INC CL B$96.2M0.10%40,676−2.2%
172PCARPACCAR INC$96.1M0.10%18,482−2.2%
173NETCLOUDFLARE INC CLASS A$96.1M0.10%6,544−1.4%
174RCLROYAL CARIBBEAN CRUISES LTD$94.9M0.10%8,983−2.5%
175TFCTRUIST FINANCIAL CORP$93.1M0.10%52,960−2.5%
176OREALTY INCOME CORP$92.3M0.10%33,324−2.2%
177FDXFEDEX CORP$92.1M0.10%7,899−3.0%
178CTASCINTAS CORP$91.9M0.10%18,536−3.3%
179DASHDOORDASH INC A$91.8M0.10%9,044−1.5%
180EOGEOG RESOURCES INC$90.7M0.10%27,512−4.2%
181NSCNORFOLK SOUTHERN CORP$89.5M0.09%9,522−3.0%
182MNSTMONSTER BEVERAGE CORP$88.9M0.09%22,277−1.8%
183CORCENCORA INC$88.7M0.09%7,115−2.5%
184HLTHILTON WORLDWIDE HOLDINGS IN$88.2M0.09%10,182−3.4%
185SPOTSPOTIFY TECHNOLOGY SA$87.6M0.09%3,113−1.7%
186ATOATMOS ENERGY CORP$87.5M0.09%3,739−0.8%
187VLOVALERO ENERGY CORP$87.5M0.09%16,712−4.5%
188ABNBAIRBNB INC CLASS A$86.9M0.09%12,728−1.8%
189MARMARRIOTT INTERNATIONAL CL A$86.4M0.09%10,252−3.7%
190MPCMARATHON PETROLEUM CORP$85.2M0.09%15,505−4.3%
191PSXPHILLIPS 66$85.2M0.09%15,380−3.2%
192AFLAFLAC INC$84.7M0.09%32,734−4.1%
193UPSUNITED PARCEL SERVICE CL B$84.3M0.09%22,875−2.6%
194AZOAUTOZONE INC$83.9M0.09%741−2.9%
195KKRKKR CO INC$83.5M0.09%23,218−2.5%
196ZTSZOETIS INC$83.2M0.09%19,341−2.7%
197AMEAMETEK INC$83.1M0.09%10,199−2.6%
198TGTTARGET CORP$81.9M0.09%17,252−2.5%
199FASTFASTENAL CO$81.7M0.09%36,291−2.0%
200CRHCRH PLC$81.7M0.09%25,627−3.2%
201CIENCIENA CORP$81.4M0.09%5,095−2.4%
202AEPAMERICAN ELECTRIC POWER$81.0M0.09%20,096−3.1%
203ALLALLSTATE CORP$80.7M0.09%10,828−2.7%
204SRESEMPRA$80.3M0.08%16,727−2.0%
205AJGARTHUR J GALLAGHER CO$79.9M0.08%9,409−2.5%
206MPWRMONOLITHIC POWER SYSTEMS INC$79.1M0.08%1,706−2.3%
207DELLDELL TECHNOLOGIES C$79.0M0.08%21,337−4.2%
208CAHCARDINAL HEALTH INC$78.3M0.08%9,726−2.6%
209EXCEXELON CORP$78.1M0.08%40,499−2.5%
210EAELECTRONIC ARTS INC$78.0M0.08%7,379−1.9%
211LLOEWS CORP$77.9M0.08%16,263−2.2%
212AWKAMERICAN WATER WORKS CO INC$77.8M0.08%11,514−2.0%
213HOODROBINHOOD MARKETS INC A$77.8M0.08%6,407−0.6%
214KMIKINDER MORGAN INC$77.6M0.08%78,718−3.3%
215GWWWW GRAINGER INC$77.5M0.08%1,748−2.4%
216DLRDIGITAL REALTY TRUST INC$76.8M0.08%8,515−2.0%
217KEYSKEYSIGHT TECHNOLOGIES IN$76.3M0.08%4,581−1.7%
218FTNTFORTINET INC$75.8M0.08%43,130−4.4%
219APDAIR PRODUCTS CHEMICALS INC$75.2M0.08%6,623−2.5%
220FIXCOMFORT SYSTEMS USA INC$74.8M0.08%1,108−2.0%
221BDXBECTON DICKINSON AND CO$74.4M0.08%12,330−2.5%
222ADSKAUTODESK INC$74.1M0.08%9,071−2.8%
223SNOWSNOWFLAKE INC$73.7M0.08%12,786−2.5%
224TERTERADYNE INC$73.7M0.08%7,225−2.8%
225URIUNITED RENTALS INC$72.9M0.08%3,082−3.0%
226EDCONSOLIDATED EDISON INC$72.1M0.08%15,329−2.3%
227APOAPOLLO GLOBAL MANAGEMENT INC$71.7M0.08%14,897−2.3%
228AIGAMERICAN INTERNATIONAL GROUP$71.3M0.08%40,586−4.1%
229NXPINXP SEMICONDUCTORS NV$70.5M0.07%8,201−2.2%
230YUMYUM BRANDS INC$70.5M0.07%8,456−1.8%
231WABWABTEC CORP$70.4M0.07%6,069−2.1%
232ESEVERSOURCE ENERGY$70.0M0.07%12,888−1.3%
233EWEDWARDS LIFESCIENCES CORP$69.8M0.07%34,344−3.8%
234IDXXIDEXX LABORATORIES INC$68.9M0.07%2,748−2.2%
235PSAPUBLIC STORAGE$68.7M0.07%6,151−2.4%
236FERGFERGUSON ENTERPRISES INC$68.4M0.07%9,047−3.0%
237EBAYEBAY INC$67.5M0.07%20,128−2.6%
238CARRCARRIER GLOBAL CORP$66.0M0.07%39,128−3.2%
239CMGCHIPOTLE MEXICAN GRILL INC$65.8M0.07%61,812−2.9%
240ALNYALNYLAM PHARMACEUTICALS INC$65.1M0.07%4,953−2.5%
241METMETLIFE INC$64.2M0.07%27,269−2.9%
242CVNACARVANA CO$64.0M0.07%379−0.2%
243CBRECBRE GROUP INC A$63.9M0.07%9,311−1.9%
244FFORD MOTOR CO$62.9M0.07%120,071−2.2%
245TRGPTARGA RESOURCES CORP$62.6M0.07%7,754−3.0%
246ROPROPER TECHNOLOGIES INC$62.4M0.07%4,598−2.5%
247MSCIMSCI INC$61.4M0.06%5,011−4.2%
248PYPLPAYPAL HOLDINGS INC$61.1M0.06%50,359−3.6%
249VMCVULCAN MATERIALS CO$61.0M0.06%3,713−1.6%
250PRUPRUDENTIAL FINANCIAL INC$61.0M0.06%14,615−2.3%
251DDOMINION ENERGY INC$60.9M0.06%32,799−3.2%
252AMPAMERIPRISE FINANCIAL INC$59.9M0.06%5,997−4.3%
253FITBFIFTH THIRD BANCORP$59.8M0.06%+259,610+25.3%
254STTSTATE STREET CORP$59.7M0.06%15,293−3.1%
255GRMNGARMIN LTD$59.6M0.06%4,771−1.8%
256ROKROCKWELL AUTOMATION INC$59.6M0.06%4,238−2.5%
257TTWOTAKE TWO INTERACTIVE SOFTWRE$59.3M0.06%6,186−2.0%
258ODFLOLD DOMINION FREIGHT LINE$59.1M0.06%8,120−2.6%
259VSTVISTRA CORP$58.9M0.06%11,654−2.9%
260ETRENTERGY CORP$57.9M0.06%19,108−3.6%
261CCICROWN CASTLE INC$57.9M0.06%18,952−2.6%
262KDPKEURIG DR PEPPER INC$57.8M0.06%40,664−1.8%
263LITELUMENTUM HOLDINGS INC$57.6M0.06%+14,737+21.9%
264PCGP G E CORP$57.1M0.06%69,121−2.1%
265COINCOINBASE GLOBAL INC CLASS A$56.6M0.06%+5,758+1.8%
266VTRVENTAS INC$55.4M0.06%+1,491+0.2%
267OXYOCCIDENTAL PETROLEUM CORP$55.4M0.06%25,561−2.9%
268NDAQNASDAQ INC$55.2M0.06%21,368−3.2%
269RSGREPUBLIC SERVICES INC$55.1M0.06%7,363−2.8%
270XELXCEL ENERGY INC$54.4M0.06%21,625−3.1%
271KVUEKENVUE INC$54.2M0.06%65,394−2.0%
272DHIDR HORTON INC$53.4M0.06%14,859−3.7%
273DDOGDATADOG INC CLASS A$52.8M0.06%10,490−2.3%
274FISVFISERV INC$51.9M0.05%35,125−3.6%
275PAYXPAYCHEX INC$51.7M0.05%13,535−2.4%
276MCHPMICROCHIP TECHNOLOGY INC$51.3M0.05%17,027−2.1%
277RBLXROBLOX CORP CLASS A$51.1M0.05%9,806−1.1%
278HIGHARTFORD INSURANCE GROUP INC$51.1M0.05%11,871−3.0%
279HSYHERSHEY CO THE$50.8M0.05%4,831−1.9%
280IRINGERSOLL RAND INC$50.6M0.05%17,744−2.7%
281PPGPPG INDUSTRIES INC$50.5M0.05%14,029−2.9%
282KRKROGER CO$50.3M0.05%60,883−8.0%
283VICIVICI PROPERTIES INC$50.3M0.05%45,473−2.4%
284GEHCGE HEALTHCARE TECHNOLOGY$50.3M0.05%19,364−2.7%
285CBOECBOE GLOBAL MARKETS INC$50.2M0.05%2,116−1.2%
286MSTRSTRATEGY INC$50.1M0.05%6,740−1.7%
287HPEHEWLETT PACKARD ENTERPRISE$50.1M0.05%47,167−2.2%
288AAGILENT TECHNOLOGIES INC$50.0M0.05%8,893−2.0%
289RMDRESMED INC$50.0M0.05%5,931−2.6%
290EIXEDISON INTERNATIONAL$49.8M0.05%11,293−1.6%
291INSMINSMED INC$49.6M0.05%7,148−2.3%
292TDYTELEDYNE TECHNOLOGIES INC$49.1M0.05%986−1.2%
293AXONAXON ENTERPRISE INC$49.1M0.05%1,876−1.6%
294OTISOTIS WORLDWIDE CORP$48.3M0.05%16,673−2.6%
295XYZBLOCK INC$48.3M0.05%22,138−2.7%
296EMEEMCOR GROUP INC$48.0M0.05%1,565−2.4%
297RSRELIANCE INC$47.8M0.05%2,335−1.5%
298XYLXYLEM INC$47.4M0.05%8,308−2.1%
299RKLBROCKET LAB CORP$47.2M0.05%+38,706+5.6%
300PEGPUBLIC SERVICE ENTERPRISE GP$46.6M0.05%17,338−2.9%
301DOVDOVER CORP$46.6M0.05%3,016−1.3%
302EXPDEXPEDITORS INTL WASH INC$46.5M0.05%6,785−2.0%
303NTRSNORTHERN TRUST CORP$46.1M0.05%10,347−3.0%
304WATWATERS CORP$45.9M0.05%+62,393+68.1%
305EQTEQT CORP$45.9M0.05%23,852−3.2%
306WCNWASTE CONNECTIONS INC$45.8M0.05%9,264−3.2%
307ACGLARCH CAPITAL GROUP LTD$45.4M0.05%25,317−5.1%
308CTSHCOGNIZANT TECH SOLUTIONS A$45.3M0.05%24,144−3.2%
309EXPEEXPEDIA GROUP INC$45.0M0.05%4,925−2.5%
310NUENUCOR CORP$44.9M0.05%8,749−3.2%
311TPRTAPESTRY INC$44.7M0.05%11,485−3.5%
312SYYSYSCO CORP$44.7M0.05%18,204−2.8%
313WTWWILLIS TOWERS WATSON PLC$44.6M0.05%5,262−3.3%
314IQVIQVIA HOLDINGS INC$44.6M0.05%7,657−2.8%
315MTBM T BANK CORP$44.3M0.05%4,135−1.9%
316VRSKVERISK ANALYTICS INC$43.9M0.05%6,061−2.6%
317CPRTCOPART INC$43.5M0.05%38,787−2.9%
318SCCOSOUTHERN COPPER CORP$43.4M0.05%+931+0.4%
319WECWEC ENERGY GROUP INC$43.3M0.05%10,671−2.8%
320IBKRINTERACTIVE BROKERS GRO CL A$43.3M0.05%15,908−2.4%
321IRMIRON MOUNTAIN INC$43.2M0.05%11,234−2.6%
322COHRCOHERENT CORP$43.2M0.05%+33,517+22.7%
323FANGDIAMONDBACK ENERGY INC$42.9M0.05%7,189−3.2%
324BEBLOOM ENERGY CORP A$42.1M0.04%7,528−2.4%
325FISFIDELITY NATIONAL INFO SERV$42.1M0.04%21,389−2.3%
326VEEVVEEVA SYSTEMS INC CLASS A$41.5M0.04%4,969−2.1%
327MLMMARTIN MARIETTA MATERIALS$41.3M0.04%1,703−2.4%
328ADMARCHER DANIELS MIDLAND CO$40.6M0.04%13,556−2.4%
329BIIBBIOGEN INC$40.5M0.04%5,693−2.5%
330WDAYWORKDAY INC CLASS A$40.4M0.04%8,992−2.8%
331HUBBHUBBELL INC$40.2M0.04%1,164−1.4%
332OMCOMNICOM GROUP$40.1M0.04%13,488−2.5%
333HBANHUNTINGTON BANCSHARES INC$39.8M0.04%+505,627+24.9%
334NTRANATERA INC$39.6M0.04%4,104−2.0%
335CHRWC H ROBINSON WORLDWIDE INC$39.3M0.04%3,249−1.4%
336RPMRPM INTERNATIONAL INC$39.0M0.04%2,545−0.6%
337RJFRAYMOND JAMES FINANCIAL INC$39.0M0.04%7,315−2.6%
338EXREXTRA SPACE STORAGE INC$38.6M0.04%8,139−2.7%
339MTDMETTLER TOLEDO INTERNATIONAL$38.5M0.04%794−2.5%
340FTVFORTIVE CORP$38.5M0.04%489−0.1%
341TROWT ROWE PRICE GROUP INC$38.0M0.04%6,845−1.6%
342STESTERIS PLC$37.8M0.04%3,743−2.1%
343TEVATEVA PHARMACEUTICAL SP ADR$37.5M0.04%+18,779+1.5%
344AVBAVALONBAY COMMUNITIES INC$37.4M0.04%8,518−3.6%
345FICOFAIR ISAAC CORP$37.3M0.04%1,335−3.7%
346KMBKIMBERLY CLARK CORP$37.2M0.04%9,273−2.3%
347PDDPDD HOLDINGS INC$37.0M0.04%+53,081+17.2%
348CHDCHURCH DWIGHT CO INC$37.0M0.04%11,260−2.8%
349DXCMDEXCOM INC$36.9M0.04%15,385−2.6%
350RPRXROYALTY PHARMA PLC CL A$36.4M0.04%22,477−2.9%
351STZCONSTELLATION BRANDS INC A$36.2M0.04%6,042−2.4%
352VLTOVERALTO CORP$36.0M0.04%7,972−1.9%
353PFGPRINCIPAL FINANCIAL GROUP$35.9M0.04%7,623−1.9%
354EFXEQUIFAX INC$35.6M0.04%5,597−2.8%
355UTHRUNITED THERAPEUTICS CORP$35.5M0.04%3,460−5.5%
356LPLALPL FINANCIAL HOLDINGS INC$35.3M0.04%2,275−1.9%
357DTEDTE ENERGY COMPANY$35.3M0.04%6,963−2.8%
358ULTAULTA BEAUTY INC$35.2M0.04%2,569−3.7%
359LYVLIVE NATION ENTERTAINMENT IN$35.2M0.04%5,322−2.3%
360SESEA LTD ADR$35.1M0.04%2,226−0.5%
361DVNDEVON ENERGY CORP$34.7M0.04%28,315−3.9%
362MKLMARKEL GROUP INC$34.6M0.04%134−0.7%
363TSCOTRACTOR SUPPLY COMPANY$34.6M0.04%17,409−2.2%
364AEEAMEREN CORPORATION$34.5M0.04%12,332−3.8%
365NLYANNALY CAPITAL MANAGEMENT IN$34.5M0.04%+37,747+2.4%
366NRGNRG ENERGY INC$34.2M0.04%+2,736+1.2%
367DOWDOW INC$34.1M0.04%23,741−2.8%
368EQREQUITY RESIDENTIAL$33.4M0.04%17,987−3.1%
369ARESARES MANAGEMENT CORP A$33.3M0.04%5,032−1.6%
370CFGCITIZENS FINANCIAL GROUP$33.3M0.04%3,026−0.5%
371CCL1EURCARNIVAL CORP$33.3M0.04%+17,228+1.4%
372PPLPPL CORP$32.9M0.03%21,133−2.4%
373BRBROADRIDGE FINANCIAL SOLUTIO$32.8M0.03%3,721−1.8%
374CNPCENTERPOINT ENERGY INC$32.7M0.03%22,327−2.9%
375SYFSYNCHRONY FINANCIAL$32.6M0.03%23,174−4.6%
376SNASNAP ON INC$32.6M0.03%761−0.8%
377JBLJABIL INC$32.6M0.03%4,794−3.8%
378FTITECHNIPFMC PLC$32.5M0.03%+81,165+20.9%
379CINFCINCINNATI FINANCIAL CORP$32.5M0.03%3,436−1.6%
380FEFIRSTENERGY CORP$32.4M0.03%12,025−1.8%
381RFREGIONS FINANCIAL CORP$32.4M0.03%38,062−3.0%
382FLEXFLEX LTD$32.3M0.03%16,848−3.3%
383PHMPULTEGROUP INC$32.2M0.03%6,216−2.2%
384LHLABCORP HOLDINGS INC$32.1M0.03%2,985−2.4%
385DGXQUEST DIAGNOSTICS INC$31.8M0.03%5,763−3.4%
386NTAPNETAPP INC$31.5M0.03%8,441−2.7%
387DGDOLLAR GENERAL CORP$31.4M0.03%6,425−2.4%
388CASYCASEY S GENERAL STORES INC$31.4M0.03%+7,886+22.4%
389FWONKLIBERTY MEDIA CORP FORMULA C$31.1M0.03%2,679−0.7%
390CTRACOTERRA ENERGY INC$31.0M0.03%26,870−3.0%
391AVYAVERY DENNISON CORP$30.9M0.03%3,596−2.0%
392AMRZAMRIZE LTD$30.8M0.03%12,209−2.2%
393WSMWILLIAMS SONOMA INC$30.7M0.03%6,527−3.7%
394FSLRFIRST SOLAR INC$30.7M0.03%2,740−1.7%
395AERAERCAP HOLDINGS NV$30.6M0.03%7,298−3.2%
396QQNITY ELECTRONICS INC$30.5M0.03%7,725−2.8%
397EXEEXPAND ENERGY CORP$30.4M0.03%6,789−2.4%
398HPQHP INC$30.3M0.03%55,209−3.4%
399ZBHZIMMER BIOMET HOLDINGS INC$30.3M0.03%6,533−1.9%
400LDOSLEIDOS HOLDINGS INC$30.0M0.03%6,228−3.1%
401SSNCSSC TECHNOLOGIES HOLDINGS$29.9M0.03%11,952−2.6%
402HUMHUMANA INC$29.7M0.03%4,480−2.5%
403ZNGAZOOM COMMUNICATIONS INC$29.5M0.03%8,632−2.3%
404KHCKRAFT HEINZ CO THE$29.5M0.03%25,354−1.9%
405SBACSBA COMMUNICATIONS CORP$29.3M0.03%5,190−3.0%
406TWLOTWILIO INC A$29.3M0.03%8,170−3.4%
407MDBMONGODB INC$29.2M0.03%2,186−1.8%
408ILMNILLUMINA INC$29.2M0.03%4,794−2.0%
409ONON SEMICONDUCTOR$29.1M0.03%20,098−4.1%
410HO1HOLOGIC INC$29.1M0.03%12,231−3.1%
411FTAIFTAI AVIATION LTD$29.1M0.03%+21,372+22.0%
412SOFISOFI TECHNOLOGIES INC$29.1M0.03%+49,063+2.8%
413STLDSTEEL DYNAMICS INC$29.1M0.03%5,407−3.2%
414JJACOBS SOLUTIONS INC$28.8M0.03%5,377−2.3%
415CWCURTISS WRIGHT CORP$28.8M0.03%+6,874+19.4%
416DLTRDOLLAR TREE INC$28.7M0.03%11,504−4.2%
417VRSNVERISIGN INC$28.5M0.03%3,187−2.7%
418PEVERPURE INC A$28.2M0.03%15,516−3.1%
419GLPIGAMING AND LEISURE PROPERTIE$28.2M0.03%4,575−0.7%
420GISGENERAL MILLS INC$28.1M0.03%27,258−3.5%
421KEYKEYCORP$28.1M0.03%8,227−0.6%
422FFIVF5 INC$28.0M0.03%1,995−2.0%
423TRMBTRIMBLE INC$27.9M0.03%12,410−2.8%
424LENLENNAR CORP W D$27.9M0.03%13,021−3.9%
425NBISNEBIUS GROUP NV$27.9M0.03%567−0.2%
426INVHINVITATION HOMES INC$27.9M0.03%22,740−2.0%
427ELESTEE LAUDER COMPANIES CL A$27.8M0.03%+4,077+1.1%
428BURLBURLINGTON STORES INC$27.8M0.03%1,808−2.1%
429WSTWEST PHARMACEUTICAL SERVICES$27.7M0.03%2,936−2.6%
430ENTGENTEGRIS INC$27.7M0.03%5,397−2.2%
431LVSLAS VEGAS SANDS CORP$27.5M0.03%12,762−2.4%
432CMSCMS ENERGY CORP$27.3M0.03%4,337−1.2%
433DRIDARDEN RESTAURANTS INC$27.3M0.03%5,259−3.6%
434JKHYJACK HENRY ASSOCIATES INC$27.2M0.03%+93+0.1%
435MKCMCCORMICK CO NON VTG SHRS$27.2M0.03%315−0.1%
436CDWCDW CORP DE$27.1M0.03%6,607−2.9%
437MASMASCO CORP$27.0M0.03%2,448−0.5%
438CSGPCOSTAR GROUP INC$26.9M0.03%15,527−2.3%
439GPNGLOBAL PAYMENTS INC$26.9M0.03%13,092−3.2%
440WPCWP CAREY INC$26.6M0.03%2,478−0.6%
441FLUTFLUTTER ENTERTAINMENT PLC DI$26.6M0.03%6,171−2.3%
442XPOXPO INC$26.5M0.03%+24,711+22.2%
443NINISOURCE INC$26.4M0.03%+4,302+0.8%
444NUNU HOLDINGS LTD CAYMAN ISL A$26.0M0.03%+212,530+13.3%
445LULULULULEMON ATHLETICA INC$25.9M0.03%5,209−3.0%
446GGGGRACO INC$25.1M0.03%1,287−0.4%
447RGLDROYAL GOLD INC$25.1M0.03%+16,418+20.0%
448CNCCENTENE CORP$25.0M0.03%13,500−1.7%
449WWDWOODWARD INC$24.9M0.03%+12,690+22.3%
450CRWVCOREWEAVE INC CL A$24.8M0.03%+64,960+25.5%
451IEXIDEX CORP$24.7M0.03%2,301−1.7%
452PTCPTC INC$24.7M0.03%4,801−2.7%
453REGREGENCY CENTERS CORP$24.7M0.03%137−0.0%
454ALBALBEMARLE CORP$24.4M0.03%+24,549+22.0%
455CPAYCORPAY INC$24.3M0.03%2,421−2.8%
456SATSECHOSTAR CORP A$24.2M0.03%6,522−3.1%
457CHTRCHARTER COMMUNICATIONS INC A$24.2M0.03%8,190−6.8%
458KIMKIMCO REALTY CORP$24.2M0.03%24,922−2.3%
459NVRNVR INC$24.1M0.03%169−4.4%
460USFDUS FOODS HOLDING CORP$24.1M0.03%+47,507+22.3%
461SWSMURFIT WESTROCK PLC$24.0M0.03%31,486−5.0%
462LYBLYONDELLBASELL INDU CL A$23.6M0.02%13,683−4.5%
463MTZMASTEC INC$23.5M0.02%+13,187+22.0%
464CFCF INDUSTRIES HOLDINGS INC$23.4M0.02%12,132−6.3%
465FOXAFOX CORP CLASS A$23.4M0.02%16,911−4.0%
466TRUTRANSUNION$23.4M0.02%9,419−2.7%
467CSLCARLISLE COS INC$23.4M0.02%2,751−3.8%
468SUISUN COMMUNITIES INC$23.3M0.02%5,781−3.0%
469HEIHEICO CORP$23.2M0.02%1,794−2.1%
470DDDUPONT DE NEMOURS INC$23.1M0.02%10,221−2.0%
471FCNCAFIRST CITIZENS BCSHS CL A$23.1M0.02%918−7.0%
472ATIATI INC$22.9M0.02%+27,339+21.0%
473PNRPENTAIR PLC$22.9M0.02%5,753−2.1%
474CRSCARPENTER TECHNOLOGY$22.7M0.02%+10,521+22.3%
475INCYINCYTE CORP$22.7M0.02%5,172−2.1%
476CRDOCREDO TECHNOLOGY GROUP HOLDI$22.6M0.02%+5,113+2.2%
477CDECOEUR MINING INC$22.5M0.02%+590,001+96.8%
478EVRGEVERGY INC$22.5M0.02%1,186−0.4%
479COOCOOPER COS INC THE$22.4M0.02%7,640−2.4%
480ESSESSEX PROPERTY TRUST INC$22.4M0.02%2,989−3.1%
481DECKDECKERS OUTDOOR CORP$22.3M0.02%8,538−3.7%
482ALABASTERA LABS INC$22.2M0.02%5,504−2.6%
483APTVAPTIV PLC$22.2M0.02%9,292−2.8%
484PKGPACKAGING CORP OF AMERICA$22.1M0.02%2,860−2.7%
485NVTNVENT ELECTRIC PLC$22.0M0.02%+33,714+22.1%
486TYLTYLER TECHNOLOGIES INC$22.0M0.02%2,003−3.0%
487LNTALLIANT ENERGY CORP$22.0M0.02%+1,467+0.5%
488BROBROWN BROWN INC$22.0M0.02%11,978−3.4%
489PODDINSULET CORP$21.8M0.02%2,780−2.6%
490ROLROLLINS INC$21.8M0.02%6,620−1.6%
491FNFABRINET$21.8M0.02%+7,819+23.0%
492ASTSAST SPACEMOBILE INC$21.7M0.02%+54,887+26.5%
493BWXTBWX TECHNOLOGIES INC$21.7M0.02%+19,179+22.1%
494IFFINTL FLAVORS FRAGRANCES$21.4M0.02%10,370−3.4%
495MAAMID AMERICA APARTMENT COMM$21.2M0.02%2,339−1.3%
496NDSNNORDSON CORP$21.0M0.02%1,878−2.3%
497IPINTERNATIONAL PAPER CO$20.9M0.02%14,744−2.5%
498TSNTYSON FOODS INC CL A$20.9M0.02%13,808−4.1%
499NXTNEXTPOWER INC CL A$20.9M0.02%+33,497+24.0%
500FNFFIDELITY NATIONAL FINANCIAL$20.7M0.02%14,431−3.1%

Source: SEC EDGAR · accession 0001081019-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.