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Institutional

CI INVESTMENTS INC.

CIK 0001163648
$20.65B
Reported AUM
613
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · CI INVESTMENTS INC. · Q1 2026

AI · grounded in 13F

CI INVESTMENTS INC. established a new position in BWX valued at $143.04M. The fund increased its holdings in COST by 407.99% and GLD by 96.74%. Simultaneously, it reduced exposure to UNH by 62.91% and BKNG by 55.17%.

Portfolio · Q1 2026

NVDA$1.30BAMZNMSFTIVVGOOGAAPLAVGOMETAMAOther$13.18BCI

Top holdings· first 500 of 613

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$1.30B6.30%+12,788+0.2%
2AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$948.7M4.59%132,875−2.8%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$799.3M3.87%508,758−19.1%
4IVVISHARES TR$740.91-2.62%24.60%80.03%$695.1M3.37%HELD
5GOOGALPHABET INC$365.76-0.95%109.82%172.71%$674.9M3.27%275,923−10.5%
6AAPLAPPLE INC$307.34-1.25%51.31%116.17%$592.5M2.87%27,119−1.1%
7AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$545.1M2.64%+156,040+9.7%
8METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$505.2M2.45%98,510−10.0%
9MAMASTERCARD INC$491.081.93%-16.29%31.00%$422.6M2.05%+18,372+2.2%
10LLYELI LILLY & CO$1131.420.55%48.00%387.10%$341.7M1.66%22,269−5.7%
11GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$316.4M1.53%160,244−12.7%
12TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%104.85%285.24%$296.6M1.44%101,639−10.4%
13IEURISHARES TR$74.980.83%15.25%46.85%$249.4M1.21%243,340−6.4%
14WMTWALMART INC$118.880.97%22.99%166.67%$228.2M1.11%30,999−1.7%
15DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$224.0M1.08%+26,367+2.3%
16JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$219.1M1.06%63,548−7.9%
17LNGCHENIERE ENERGY INC-0.79%194.92%$215.3M1.04%3,449−0.5%
18TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$210.5M1.02%119,627−21.8%
19BACBANK OF AMERICA CORP$53.83-0.63%23.03%58.61%$208.3M1.01%123,666−2.8%
20TRGPTARGA RES CORP$266.070.75%61.66%595.29%$199.5M0.97%+52,022+7.0%
21GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$183.9M0.89%+428+0.2%
22WMBWILLIAMS COS INC DEL$71.96-0.65%22.72%258.62%$181.5M0.88%5,140−0.2%
23AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$180.3M0.87%+54,721+6.6%
24EBNDSPDR SER TR$20.58-1.29%4.86%1.67%$171.4M0.83%1,182,648−12.5%
25VVISA INC$323.571.06%-11.91%36.33%$161.2M0.78%190,404−26.3%
26TAT&T INC$22.75-0.09%-15.45%46.77%$151.2M0.73%75,322−1.4%
27NOWSERVICENOW INC$112.45-5.79%-45.42%-4.36%$149.1M0.72%+373,667+35.5%
28MRKMERCK & CO INC NEW$120.790.44%58.51%82.35%$148.9M0.72%+243,661+24.5%
29VTRVENTAS INC$81.73-0.35%32.42%61.24%$148.2M0.72%494,259−21.4%
30RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$144.6M0.70%+47,955+6.8%
31BWXSPDR SERIES TRUST$21.74-0.87%$143.0M0.69%+6,516,641NEW
32EQIXEQUINIX INC$1080.95-0.75%$141.2M0.68%+4,693+3.4%
33LYVLIVE NATION ENTERTAINMENT IN$161.590.95%$139.1M0.67%115,334−11.2%
34BNBROOKFIELD CORP$44.60-1.00%$138.8M0.67%896,484−20.7%
35NEENEXTERA ENERGY INC$85.840.19%$136.8M0.66%+659,737+81.1%
36PLDPROLOGIS INC.$144.540.52%$134.1M0.65%3,310−0.3%
37CCITIGROUP INC$132.47-1.98%$130.6M0.63%25,661−2.2%
38KKRKKR & CO INC$93.40-2.16%$129.9M0.63%49,865−3.4%
39TJXTJX COS INC NEW$160.711.31%$129.7M0.63%9,276−1.1%
40TIPISHARES TR$109.25-0.48%$128.8M0.62%+260,055+28.7%
41MUMICRON TECHNOLOGY INC$864.01-13.25%$122.6M0.59%39,563−9.8%
42GLDSPDR GOLD TR$396.24-3.65%$121.5M0.59%+138,846+96.7%
43BABAALIBABA GROUP HLDG LTD$121.06-3.88%$120.2M0.58%31,791−3.2%
44EMBISHARES TR$95.40-0.73%$120.1M0.58%+674,893+111.9%
45KGCKINROSS GOLD CORP$26.22-8.32%$110.2M0.53%2,605,296−41.9%
46SNOWSNOWFLAKE INC$238.26-2.42%$108.7M0.53%+185,261+34.6%
47BRXBRIXMOR PPTY GROUP INC$31.050.21%$108.1M0.52%+392,621+11.7%
48ETRENTERGY CORP NEW$110.741.34%$106.8M0.52%236,216−19.9%
49IAGIAMGOLD CORP$15.581.04%$104.6M0.51%1,807,089−24.5%
50MELIMERCADOLIBRE INC$1607.80-1.65%$104.1M0.50%+4,557+8.2%
51BIPBROOKFIELD INFRAST PARTNERS$39.231.11%$103.7M0.50%18,269−0.6%
52KOCOCA COLA CO$79.483.46%$102.5M0.50%234,835−14.8%
53SPGIS&P GLOBAL INC$424.441.03%$101.6M0.49%+3,625+1.5%
54COSTCOSTCO WHSL CORP NEW$971.87-0.05%$98.9M0.48%+79,710+408.0%
55JJACOBS SOLUTIONS INC$122.55-0.83%$95.1M0.46%7,248−1.0%
56SPYSPDR S&P 500 ETF$737.55-2.58%$86.7M0.42%61,883−31.7%
57COPCONOCOPHILLIPS$117.14-1.75%$84.7M0.41%+169,864+36.0%
58GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$84.7M0.41%67,043−40.1%
59CACICACI INTL INC$531.09-0.06%$83.7M0.41%16,581−9.7%
60LRCXLAM RESEARCH CORP$303.28-9.85%$82.8M0.40%66,960−14.7%
61AMHAMERICAN HOMES 4 RENT$33.07-0.60%$82.6M0.40%+496,037+20.1%
62IEFAISHARES TR$95.56-2.60%$80.0M0.39%+578,515+189.7%
63ETNEATON CORP PLC$395.94-5.42%$79.9M0.39%+32,088+16.8%
64TXNTEXAS INSTRS INC$285.06-6.65%$78.0M0.38%+14,494+3.7%
65JNJJOHNSON & JOHNSON$232.772.02%$77.6M0.38%+144,553+83.5%
66UNHUNITEDHEALTH GROUP INC$399.470.76%$76.7M0.37%480,706−62.9%
67BKNGBOOKING HOLDINGS INC$165.84-0.99%$73.8M0.36%21,564−55.2%
68BATRKATLANTA BRAVES HLDGS INC$49.590.63%$72.6M0.35%33−0.0%
69XOMEXXON MOBIL CORP$149.92-1.39%$72.4M0.35%14,662−3.3%
70PANWPALO ALTO NETWORKS INC$272.05-2.58%$71.6M0.35%+379,556+568.0%
71PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$71.1M0.34%6,626−1.3%
72TKOTKO GROUP HOLDINGS INC$203.490.49%$70.6M0.34%50,463−12.6%
73JCIJOHNSON CTLS INTL PLC$143.65-2.54%$70.2M0.34%32,264−5.7%
74KLACKLA CORP$1929.20-9.47%$67.8M0.33%9,591−17.2%
75ILFISHARES TR$32.90-0.71%$65.1M0.32%300,905−14.1%
76FWONKLIBERTY MEDIA CORP DEL$87.45-0.26%$64.6M0.31%102,284−11.9%
77CRMSALESFORCE COM INC$185.66-1.64%$63.9M0.31%+10,185+3.1%
78ELSEQUITY LIFESTYLE PPTYS INC$62.26-0.26%$63.7M0.31%+215,219+26.7%
79NUNU HLDGS LTD ORD$11.97-1.24%$62.7M0.30%+2,909,356+199.6%
80ROSTROSS STORES INC$230.37-1.15%$61.5M0.30%4,197−1.5%
81RTXRTX CORPORATION$180.990.88%$60.9M0.29%+306,227+3270.6%
82HESMHESS MIDSTREAM LP$38.990.45%$60.3M0.29%20,394−1.3%
83HSTHOST HOTELS & RESORTS INC$24.780.65%$59.6M0.29%20,613−0.7%
84SBACSBA COMMUNICATIONS CORP$208.020.08%$59.2M0.29%+11,135+3.3%
85CPCANADIAN PACIFIC KANSAS CITY$89.930.48%$57.9M0.28%9,179−1.2%
86USFDUS FOODS HLDG CORP$84.612.93%$57.8M0.28%509,091−44.8%
87ISRGINTUITIVE SURGICAL INC$422.060.77%$57.7M0.28%61,937−33.1%
88GEGE AEROSPACE$328.000.11%$56.3M0.27%20,281−9.3%
89ASAMER SPORTS INC$34.250.44%$56.1M0.27%+1,704,951NEW
90DXCMDEXCOM INC$72.860.37%$54.8M0.27%13,138−1.5%
91SRESEMPRA ENERGY$91.421.20%$53.3M0.26%+9,252+1.7%
92MDBMONGODB INC$350.74-7.74%$52.3M0.25%+95,715+81.2%
93VRTVERTIV HOLDINGS CO$300.51-7.23%$51.1M0.25%+3,989+2.0%
94QXOQXO INC$15.76-2.90%$50.5M0.24%+102,838+4.1%
95HWMHOWMET AEROSPACE INC$251.901.03%$50.0M0.24%+194,735+881.9%
96CIENCIENA CORP$488.21-8.85%$49.9M0.24%43,634−25.3%
97MCKMCKESSON CORP$775.662.47%$48.8M0.24%+46,010+445.2%
98NETCLOUDFLARE INC$250.11-6.90%$47.7M0.23%+127,552+122.8%
99SLBSCHLUMBERGER LTD$54.87-5.41%$46.2M0.22%+891,696+13765.0%
100SYKSTRYKER CORPORATION$305.661.48%$45.8M0.22%+8,043+6.1%
101ORCLORACLE CORP$45.3M0.22%+11,124+3.7%
102ASHRDBX ETF TR$44.4M0.22%359,300−20.9%
103BSXBOSTON SCIENTIFIC CORP$44.1M0.21%517,759−42.4%
104APPAPPLOVIN CORP$43.2M0.21%+18,377+20.4%
105REGREGENCY CTRS CORP$42.2M0.20%+3,970+0.7%
106HYGISHARES TR$41.8M0.20%+126,733+31.8%
107WELLWELLTOWER INC$41.7M0.20%3,822−1.8%
108AXONAXON ENTERPRISE INC$40.9M0.20%7,725−7.4%
109PGPROCTER & GAMBLE CO$40.7M0.20%469,735−62.5%
110ZTSZOETIS INC$40.4M0.20%11,687−3.3%
111STRLSTERLING INFRASTRUCTURE INC$40.4M0.20%+99,201NEW
112TDGTRANSDIGM GROUP INC$40.4M0.20%278−0.8%
113HDHOME DEPOT INC$39.7M0.19%34,295−22.1%
114BRK/ABERKSHIRE HATHAWAY INC DEL$39.5M0.19%5−8.3%
115HONHONEYWELL INTL INC$39.4M0.19%1,044−0.6%
116JAVAJ P MORGAN EXCHANGE TRADED F$39.3M0.19%+119,600+27.9%
117NKENIKE INC$38.6M0.19%332,574−31.3%
118AUANGLOGOLD ASHANTI PLC$37.3M0.18%+268,462+234.8%
119VICIVICI PPTYS INC$36.9M0.18%2,417,404−64.1%
120EMREMERSON ELEC CO$36.7M0.18%3,065−1.1%
121DOCHEALTHPEAK PROPERTIES INC$36.3M0.18%+15,847+0.7%
122MDLZMONDELEZ INTL INC$36.2M0.18%3,520−0.6%
123AMATAPPLIED MATLS INC$36.1M0.17%3,634−3.3%
124EQHEQUITABLE HLDGS INC$36.0M0.17%24,196−2.4%
125LITELUMENTUM HLDGS INC$35.5M0.17%+50,501NEW
126SBUXSTARBUCKS CORP$35.5M0.17%1,249−0.3%
127IGFISHARES TR$35.2M0.17%+29,910+6.0%
128OGEOGE ENERGY CORP$34.8M0.17%2,762−0.4%
129VISTVISTA ENERGY S.A.B. DE C.V.$34.4M0.17%+166,230+57.3%
130PSAPUBLIC STORAGE$33.8M0.16%2,737−2.1%
131ASMLASML HOLDING N V N Y REGISTRY$33.7M0.16%+4,202+19.7%
132BABOEING CO$33.4M0.16%+164,917+5624.7%
133URTHISHARES INC$33.1M0.16%207,792−53.1%
134NEMNEWMONT CORP$32.6M0.16%4,104−1.3%
135CFCF INDS HLDGS INC$32.2M0.16%+239,595+2924.4%
136ADIANALOG DEVICES INC$32.1M0.16%+73,793+272.3%
137MRVLMARVELL TECHNOLOGY INC$32.1M0.16%+297,837+1152.4%
138LGNLEGENCE CORP$32.0M0.16%221,195−28.1%
139GDXVANECK ETF TRUST$32.0M0.15%206,179−37.2%
140GILDGILEAD SCIENCES INC$31.3M0.15%+122,233+119.8%
141RGLDROYAL GOLD INC$31.0M0.15%8,866−6.8%
142IQVIQVIA HLDGS INC$30.0M0.15%+63,900+57.0%
143CNPCENTERPOINT ENERGY INC$29.6M0.14%+88,345+14.8%
144AMEAMETEK INC$29.3M0.14%12,846−8.6%
145CSCOCISCO SYS INC$29.3M0.14%+6,563+1.8%
146POOLPOOL CORP$29.0M0.14%+41,489+40.8%
147IBMINTERNATIONAL BUSINESS MACHS$28.6M0.14%+24,711+26.5%
148ABBVABBVIE INC$26.9M0.13%89,801−42.0%
149LAMRLAMAR ADVERTISING CO NEW$26.6M0.13%13,210−5.9%
150ACMAECOM$26.4M0.13%+212+0.1%
151BWXTBWX TECHNOLOGIES INC$26.3M0.13%+128,648NEW
152ANETARISTA NETWORKS INC$26.3M0.13%7,480−3.4%
153CVXCHEVRON CORP NEW$25.7M0.12%48,308−28.0%
154CCEPCOCA-COLA EUROPACIFIC PARTNE$25.7M0.12%+5,109+1.8%
155CRHCRH PLC$25.4M0.12%460,033−65.5%
156BLKBLACKROCK INC$25.4M0.12%46,287−63.6%
157APHAMPHENOL CORP NEW$25.1M0.12%+9,470+5.0%
158CARRCARRIER GLOBAL CORPORATION$24.0M0.12%+6,037+1.4%
159INTUINTUIT$23.5M0.11%+15,427+39.6%
160LOWLOWES COS INC$23.4M0.11%19,065−16.1%
161INTCINTEL CORP$23.2M0.11%122,681−18.9%
162QCOMQUALCOMM INC$23.1M0.11%+37,481+26.4%
163CCCCCC INTELLIGENT SOLUTIONS HL$22.9M0.11%+462,062+13.8%
164LINLINDE PLC$22.3M0.11%1,746−3.7%
165VSTVISTRA CORP$21.7M0.11%15,879−9.9%
166SNAP 0.5 05/01/30SNAP INC$21.4M0.10%+2,500,000+10.4%
167SHOPSHOPIFY INC$21.1M0.10%340,084−65.6%
168AXPAMERICAN EXPRESS CO$21.0M0.10%4,243−5.8%
169EXPEEXPEDIA INC GROUP INC$20.8M0.10%+43,432+93.1%
170MCOMOODYS CORP$20.6M0.10%118,786−71.6%
171TMUST-MOBILE US INC$19.9M0.10%+278+0.3%
172CLSCELESTICA INC$19.8M0.10%90,583−56.3%
173RBRKRUBRIK INC.$19.8M0.10%+404,637NEW
174LQDISHARES TR$19.7M0.10%+1,816+1.0%
175QUREQUANTA SVCS INC$19.2M0.09%+2,532+7.8%
176BAMBROOKFIELD ASSET MANAGMT LTD$18.2M0.09%3,188−0.8%
177CNMCORE & MAIN INC$17.7M0.09%31,423−8.1%
178TECHBIO-TECHNE CORP$17.5M0.08%+12,004+3.7%
179BXBLACKSTONE INC$17.1M0.08%7,027−4.5%
180ROADCONSTRUCTION PARTNERS INC$17.0M0.08%+8,845+6.1%
181COHRCOHERENT CORP$16.8M0.08%61,682−46.7%
182IEMGISHARES INC$16.5M0.08%+43,388+22.5%
183MODMODINE MFG CO$16.2M0.08%+74,712NEW
184CCICROWN CASTLE INTL CORP$16.1M0.08%+13,352+7.2%
185RSGREPUBLIC SVCS INC$15.7M0.08%+20,635+40.6%
186AMTAMERICAN TOWER CORP NEW$15.3M0.07%+5,271+6.3%
187CEGCONSTELLATION ENERGY CORP$15.1M0.07%259,071−82.7%
188SUISUN CMNTYS INC$15.0M0.07%1,166−1.0%
189SILGLOBAL X FDS$14.8M0.07%+164,318NEW
190BEBLOOM ENERGY CORP$14.8M0.07%187,970−63.3%
191XYLXYLEM INC$14.5M0.07%9,397−7.2%
192ATATATOUR LIFESTYLE HLDGS LTD$14.0M0.07%+381,084NEW
193SPOTSPOTIFY TECHNOLOGY S A$14.0M0.07%21,181−42.4%
194TTEKTETRA TECH INC NEW$13.9M0.07%5,272−1.1%
195CSXCSX CORP$13.6M0.07%+80,626+32.1%
196NFLXNETFLIX INC$13.5M0.07%531−0.4%
197WMWASTE MGMT INC DEL$13.4M0.06%+10,178+21.2%
198ABTABBOTT LABS$13.4M0.06%+9,725+8.1%
199BRK/BBERKSHIRE HATHAWAY INC DEL$12.9M0.06%+8,707+47.6%
200MCDMCDONALDS CORP$12.7M0.06%+4,675+13.0%
201AREALEXANDRIA REAL ESTATE EQ IN$12.7M0.06%19,050−6.5%
202GFLGFL ENVIRONMENTAL INC$12.3M0.06%38,340−11.5%
203CDECOEUR MNG INC$12.1M0.06%+108,757+20.4%
204VZVERIZON COMMUNICATIONS INC$12.0M0.06%+42,240+21.4%
205CSWCSW INDUSTRIALS INC$11.8M0.06%2,412−5.1%
206AJGGALLAGHER ARTHUR J & CO$11.7M0.06%+2,250+4.3%
207CDNSCADENCE DESIGN SYSTEM INC$11.7M0.06%6,038−12.6%
208AMTMAMENTUM HOLDINGS INC$11.0M0.05%5,460−1.3%
209FANGDIAMONDBACK ENERGY INC$10.7M0.05%5,848−9.7%
210EOGEOG RES INC$10.6M0.05%11,972−14.1%
211GFIGOLD FIELDS LTD$10.6M0.05%+15,411+7.1%
212CRDOCREDO TECHNOLOGY GROUP HOLDI$10.4M0.05%93,999−45.8%
213BURBURFORD CAP LTD$10.4M0.05%285,922−11.1%
214LHXL3HARRIS TECHNOLOGIES INC$10.3M0.05%+17,855+147.3%
215SHAKSHAKE SHACK INC$10.3M0.05%+599+0.5%
216FIXCOMFORT SYS USA INC$10.3M0.05%3,933−34.5%
217HLHECLA MNG CO$10.0M0.05%+538,886NEW
218MEDPMEDPACE HLDGS INC$10.0M0.05%763−3.5%
219HOODROBINHOOD MKTS INC$10.0M0.05%+2,094+1.5%
220EWJISHARES INC$9.8M0.05%+23,505+25.2%
221NTRANATERA INC$9.7M0.05%611−1.2%
222TPLTEXAS PACIFIC LAND CORPORATI$9.6M0.05%425−2.1%
223LMTLOCKHEED MARTIN CORP$9.4M0.05%+8,746+129.6%
224URIUNITED RENTALS INC$9.2M0.04%128−1.0%
225BRKRBRUKER CORP$9.1M0.04%2,625−1.0%
226REGNREGENERON PHARMACEUTICALS$9.1M0.04%+154+1.3%
227PDDPDD HOLDINGS INC$9.0M0.04%+79,183+881.4%
228GDGENERAL DYNAMICS CORP$9.0M0.04%+15,525+146.1%
229CCJCAMECO CORP$8.9M0.04%+41,580+102.9%
230TSLATESLA INC$8.7M0.04%+461+2.0%
231OXYOCCIDENTAL PETE CORP DEL$8.5M0.04%45,682−26.0%
232CLCOLGATE PALMOLIVE CO$8.5M0.04%29,897−23.1%
233PBRPETROLEO BRASILEIRO SA PETRO$8.4M0.04%175,822−30.2%
234RPRXROYALTY PHARMA PLC$8.3M0.04%+105,516+154.8%
235ITRIITRON INC$8.2M0.04%+91,942NEW
236LMNDLEMONADE INC$8.2M0.04%1,322−1.0%
237BPBP PLC$8.2M0.04%31,713−15.4%
238OZKBANK OZK LITTLE ROCK ARK$8.2M0.04%12,496−6.5%
239DLTRDOLLAR TREE INC$8.1M0.04%+366+0.5%
240EENI S P A$8.0M0.04%42,955−23.2%
241OREALTY INCOME CORP$8.0M0.04%4,819−3.5%
242CIGICOLLIERS INTL GROUP INC$8.0M0.04%1,558−2.0%
243EQNREQUINOR ASA$7.9M0.04%113,509−37.7%
244SHELSHELL PLC$7.9M0.04%10,532−11.0%
245BNTBROOKFIELD WEALTH SOL LTD$7.9M0.04%+49,804+35.5%
246WDCWESTERN DIGITAL CORP.$7.8M0.04%+26,929+1356.6%
247CVNACARVANA CO$7.8M0.04%+7,956+47.3%
248SUNCSUNOCOCORP LLC$7.8M0.04%+2,861+2.3%
249STXSEAGATE TECHNOLOGY HLDNGS PL$7.7M0.04%+18,638+1665.6%
250CATCATERPILLAR INC DEL$7.7M0.04%3−0.0%
251CVSCVS HEALTH CORP$7.6M0.04%+9,736+10.1%
252SYFSYNCHRONY FINANCIAL$7.4M0.04%+2,000+1.9%
253AXAXOS FINANCIAL INC$7.2M0.04%6,800−7.4%
254PEPPEPSICO INC$7.2M0.03%+25,289+120.8%
255ONTOONTO INNOVATION INC COM$7.2M0.03%562−1.6%
256MTZMASTEC INC$7.1M0.03%+13,302+149.5%
257MANUMANCHESTER UTD PLC NEW$7.1M0.03%+22,554+5.7%
258IAUX/WSI-80 GOLD CORP$7.0M0.03%HELD
259AZOAUTOZONE INC$6.9M0.03%+1,238+151.2%
260AMGNAMGEN INC$6.9M0.03%1,108−5.3%
261HAYWHAYWARD HLDGS INC$6.7M0.03%39,800−7.3%
262NINISOURCE INC$6.7M0.03%+98,589+215.2%
263WTWWILLIS TOWERS WATSON PLC LTD$6.7M0.03%37,441−62.0%
264DLRDIGITAL RLTY TR INC$6.6M0.03%1,619−4.2%
265KNFKNIFE RIVER CORP$6.5M0.03%14,819−15.8%
266SPYSPDR S&P 500 ETF TR$737.55-2.58%$6.4M0.03%27,212−86.3%
267AFLAFLAC INC$6.3M0.03%+6,264+12.1%
268PFEPFIZER INC$6.3M0.03%28,597−11.3%
269FSLRFIRST SOLAR INC$6.3M0.03%+277+0.9%
270VRTXVERTEX PHARMACEUTICALS INC$6.3M0.03%35,891−71.9%
271PFGPRINCIPAL FINANCIAL GROUP IN$6.2M0.03%+3,321+5.0%
272BMIBADGER METER INC$6.2M0.03%+10,843+36.1%
273GLGLOBE LIFE INC$6.2M0.03%514−1.1%
274DUOLDUOLINGO INC$6.2M0.03%2,413−3.7%
275UNMUNUM GROUP$5.9M0.03%+9,751+13.6%
276TDUPTHREDUP INC$5.9M0.03%+1,810,000NEW
277BMYBRISTOL-MYERS SQUIBB CO$5.8M0.03%6,029−5.9%
278METMETLIFE INC$5.8M0.03%+18,264+28.5%
279QQQINVESCO QQQ TR$5.8M0.03%+3,200+640.0%
280PRIMPRIMORIS SVCS CORP$5.8M0.03%+40,660NEW
281CLHCLEAN HARBORS INC$5.8M0.03%20,759−50.6%
282BXPBXP INC$5.8M0.03%4,574−4.0%
283IAUISHARES GOLD TR$5.7M0.03%HELD
284DCDAKOTA GOLD CORP$5.7M0.03%+701,511+166.6%
285SCHWSCHWAB CHARLES CORP NEW$5.6M0.03%470−0.8%
286SMASMARTSTOP SELF STORAG REIT I$5.6M0.03%20,251−9.9%
287CCKCROWN HLDGS INC$5.6M0.03%+1,585+2.9%
288VNOMVIPER ENERGY INC$5.5M0.03%20,588−14.9%
289SLVISHARES SILVER TR$5.5M0.03%HELD
290SXTSENSIENT TECHNOLOGIES CORP$5.5M0.03%12,800−16.7%
291FRFIRST INDL RLTY TR INC$5.4M0.03%131−0.1%
292MDTMEDTRONIC PLC$5.4M0.03%+3,231+5.5%
293PRUPRUDENTIAL FINL INC$5.4M0.03%+8,799+19.0%
294LNCLINCOLN NATL CORP IND$5.4M0.03%10,649−6.6%
295DOXAMDOCS LTD$5.4M0.03%+50,670+160.1%
296TGSTRANSPORTADORA DE GAS SUR$5.3M0.03%9,268−5.7%
297CPTCAMDEN PPTY TR$5.2M0.03%2,582−4.6%
298SOLSSOLSTICE ADVANCED MATLS INC$5.2M0.03%+39,549+137.6%
299CITHE CIGNA GROUP$5.2M0.03%+222+1.2%
300GLDMWORLD GOLD TR$5.1M0.02%HELD
301FWONALIBERTY MEDIA CORP DEL$5.1M0.02%+20,006+44.4%
302SAIASAIA INC$5.1M0.02%6,709−31.7%
303CBRECBRE GROUP INC$5.0M0.02%+37,123NEW
304GLWCORNING INC$5.0M0.02%1,925−5.0%
305WECWEC ENERGY GROUP INC$4.9M0.02%+1,678+4.2%
306ELVELEVANCE HEALTH INC$4.9M0.02%+1,785+12.0%
307HCAHCA HOLDINGS INC$4.9M0.02%618−5.7%
308INRINFINITY NAT RES INC$4.8M0.02%+8,673+3.3%
309SPGSIMON PPTY GROUP INC NEW$4.8M0.02%90−0.3%
310MACMACERICH CO$4.8M0.02%+79,743+45.6%
311CASYCASEYS GEN STORES INC$4.8M0.02%626−8.7%
312GWREGUIDEWIRE SOFTWARE INC$4.8M0.02%+15,116+90.8%
313HIMSHIMS & HERS HEALTH INC$4.7M0.02%+19,633+9.5%
314SOSOUTHERN CO$4.6M0.02%+19,400+69.5%
315MBBISHARES TR$4.5M0.02%12,210−20.5%
316RHPRYMAN HOSPITALITY PPTYS INC$4.5M0.02%6,010−11.0%
317AAALCOA CORP$4.5M0.02%15,155−18.4%
318PHPARKER-HANNIFIN CORP$4.4M0.02%+148+3.1%
319CURBCURBLINE PPTYS CORP$4.3M0.02%200−0.1%
320CRWVCOREWEAVE INC$4.3M0.02%+55+0.1%
321ONDSONDAS HLDGS INC$4.3M0.02%+470,662NEW
322FXIISHARES TR$4.2M0.02%2,257,396−95.1%
323RYANRYAN SPECIALTY HOLDINGS INC$4.1M0.02%+11,514+10.4%
324MRSHMARSH & MCLENNAN COS INC$4.1M0.02%+490+2.1%
325PIPRPIPER SANDLER COMPANIES$4.1M0.02%+55,096NEW
326MDLNMEDLINE INC$4.1M0.02%+91,330NEW
327BIDUBAIDU INC$4.1M0.02%59−0.2%
328CWCURTISS WRIGHT CORP$4.0M0.02%203−3.3%
329FDXFEDEX CORP$4.0M0.02%+83+0.7%
330NXTNEXTRACKER INC$4.0M0.02%+33,115NEW
331SAROSTANDARDAERO INC$3.9M0.02%+17,462+13.2%
332ADPAUTOMATIC DATA PROCESSING IN$3.8M0.02%+23+0.1%
333XPOXPO LOGISTICS INC$3.7M0.02%9,318−32.7%
334RHRH$3.7M0.02%+10,850+71.1%
335GXOGXO LOGISTICS INCORPORATED$3.6M0.02%9,587−12.2%
336JEFJEFFERIES FINL GROUP INC$3.5M0.02%535,234−86.2%
337HCCWARRIOR MET COAL INC$3.5M0.02%+1,957+5.5%
338COOCOOPER COS INC$3.5M0.02%6,195−11.4%
339ITWILLINOIS TOOL WKS INC$3.4M0.02%98−0.7%
340SWSMURFIT WESTROCK PLC$3.4M0.02%+4,159+5.1%
341MOSMOSAIC CO NEW$3.4M0.02%+6,325+5.0%
342CMICUMMINS INC$3.4M0.02%60−0.9%
343NBISNEBIUS GROUP N.V.$3.4M0.02%52−0.2%
344MURMURPHY OIL CORP$3.4M0.02%+50,216+160.4%
345EWYISHARES INC$3.3M0.02%+27,100NEW
346ONONON HLDG AG$3.3M0.02%4,100−4.1%
347CAVACAVA GROUP INC$3.2M0.02%+9,022+29.2%
348NUENUCOR CORP$3.2M0.02%+531+2.9%
349MMSIMERIT MED SYS INC$3.0M0.01%+2,599+6.3%
350XBISPDR SERIES TRUST$3.0M0.01%38,494−62.2%
351EWTISHARES INC$3.0M0.01%+42,100NEW
352AVBAVALONBAY CMNTYS INC$2.9M0.01%1,635−8.4%
353FCXFREEPORT-MCMORAN INC$2.9M0.01%3,511−6.7%
354SHWSHERWIN WILLIAMS CO$2.9M0.01%+23+0.3%
355WHWYNDHAM HOTELS & RESORTS INC$2.9M0.01%1,274−3.5%
356MAAMID-AMER APT CMNTYS INC$2.8M0.01%90−0.4%
357FAFIRST ADVANTAGE CORP$2.8M0.01%+94,500+66.1%
358INVHINVITATION HOMES INC$2.8M0.01%57,183−33.8%
359EXCEXELON CORP$2.7M0.01%1,702−3.0%
360PCARPACCAR INC$2.7M0.01%303−1.3%
361INVESCO EXCHANGE TRADED FD T$2.7M0.01%+9,280NEW
362DHID R HORTON INC$2.6M0.01%1,768−8.5%
363XLFSELECT SECTOR SPDR TR$2.5M0.01%+50,000NEW
364ORLYOREILLY AUTOMOTIVE INC$2.5M0.01%+15,415+136.3%
365SYYSYSCO CORP$2.4M0.01%2,279−6.2%
366BGBUNGE GLOBAL SA$2.4M0.01%+1,847+10.9%
367ECLECOLAB INC$2.4M0.01%+243+2.8%
368MSMORGAN STANLEY$2.3M0.01%+3,416+32.1%
369PCORPROCORE TECHNOLOGIES INC$2.3M0.01%+1,650+4.3%
370APOAPOLLO GLOBAL MGMT INC$2.2M0.01%3,082−13.3%
371SNSHARKNINJA INC$2.2M0.01%439,204−95.5%
372WSMWILLIAMS SONOMA INC$2.1M0.01%+6,148+109.1%
373UALUNITED AIRLS HLDGS INC$2.1M0.01%+21,376+1140.7%
374FFORD MTR CO DEL$2.1M0.01%3,639−1.9%
375HEIHEICO CORP NEW$2.1M0.01%156,467−95.4%
376MKLMARKEL GROUP CORP$2.1M0.01%267−19.9%
377PYPLPAYPAL HLDGS INC$2.1M0.01%5,447−10.7%
378SRSPIRE INC$2.0M0.01%+22,224NEW
379DARDARLING INTL INC$2.0M0.01%44−0.1%
380DALDELTA AIR LINES INC DEL$1.9M0.01%615−2.1%
381LLYVALIBERTY LIVE HOLDINGS INC$1.9M0.01%795−3.7%
382DUKDUKE ENERGY CORP NEW$1.9M0.01%+433+3.1%
383WRBBERKLEY W R CORP$1.9M0.01%+6,283+28.1%
384WMT2WELLS FARGO CO NEW$1.9M0.01%6,760−22.4%
385ICEINTERCONTINENTAL EXCHANGE IN$1.9M0.01%+2,914+32.6%
386SCZISHARES TR$1.8M0.01%HELD
387PGRPROGRESSIVE CORP$1.8M0.01%214−2.3%
388VLOVALERO ENERGY CORP$1.8M0.01%326−4.2%
389UGIUGI CORP NEW$1.8M0.01%377−0.8%
390NRGNRG ENERGY INC$1.8M0.01%+1,548+14.7%
391MARMARRIOTT INTL INC NEW$1.7M0.01%11−0.2%
392TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.7M0.01%27,417−76.6%
393AEPAMERICAN ELEC PWR INC$1.6M0.01%+673+5.7%
394FERGFERGUSON ENTERPRISES INC$1.6M0.01%81−1.2%
395DKSDICKS SPORTING GOODS INC$1.6M0.01%40−0.5%
396DDOMINION ENERGY INC$1.5M0.01%+3,178+15.1%
397HSYHERSHEY CO$1.5M0.01%+176+2.5%
398EDCONSOLIDATED EDISON INC$1.4M0.01%+660+5.4%
399XELXCEL ENERGY INC$1.4M0.01%+1,740+10.7%
400PEGPUBLIC SVC ENTERPRISE GROUP$1.4M0.01%+2,526+16.9%
401PCGPG&E CORP$1.4M0.01%+3,431+4.5%
402FITBFIFTH THIRD BANCORP$1.4M0.01%+400+1.3%
403HBANHUNTINGTON BANCSHARES INC$1.4M0.01%+18,497+26.2%
404DTEDTE ENERGY CO$1.4M0.01%+491+5.5%
405WATWATERS CORP$1.4M0.01%+489+12.0%
406AWKAMERICAN WTR WKS CO INC NEW$1.3M0.01%+1,250+14.6%
407DOVDOVER CORP$1.3M0.01%79−1.3%
408RJFRAYMOND JAMES FINL INC$1.3M0.01%42−0.5%
409EWEDWARDS LIFESCIENCES CORP$1.3M0.01%1,052−6.2%
410EQTEQT CORP$1.3M0.01%+14,970+299.0%
411CMECME GROUP INC$1.3M0.01%+2,864+200.3%
412GGBGERDAU SA$1.2M0.01%+23,831+7.5%
413XLPSELECT SECTOR SPDR TR$1.2M0.01%+15,000NEW
414INDAISHARES TR$1.2M0.01%+1,000+4.0%
415CORCENCORA INC$1.2M0.01%+196+5.4%
416JAAAJANUS DETROIT STR TR HENDRSON AAA$1.2M0.01%+1,700+7.7%
417BKLNINVESCO EXCH TRADED FD$1.2M0.01%879,400−93.7%
418ALNYALNYLAM PHARMACEUTICALS INC$1.2M0.01%2,441−40.3%
419STLDSTEEL DYNAMICS INC$1.2M0.01%67−1.0%
420CTASCINTAS CORP$1.2M0.01%+20+0.3%
421CINFCINCINNATI FINL CORP$1.2M0.01%48−0.7%
422CBCHUBB LIMITED$1.1M0.01%+1,906+125.2%
423EWBCEAST WEST BANCORP INC$1.1M0.01%35,785−77.6%
424GROYGOLD ROYALTY CORP$1.1M0.01%+20,321+7.1%
425CRWDCROWDSTRIKE HLDGS INC$1.1M0.01%282−9.2%
426ODFLOLD DOMINION FREIGHT LINE IN$1.1M0.01%11−0.2%
427DRIDARDEN RESTAURANTS INC$1.1M0.01%70−1.3%
428MDGLMADRIGAL PHARMACEUTICALS INC$1.1M0.01%+2,021NEW
429PHMPULTE GROUP INC$1.0M0.01%167−1.8%
430PKGPACKAGING CORP AMER$1.0M0.01%+400+8.9%
431NOWSERVICENOW INC$112.45-5.79%-45.42%-4.36%$1.0M0.00%+4,215NEW
432TDWTIDEWATER INC$1.0M0.00%19,065−61.2%
433VRSKVERISK ANALYTICS INC$1.0M0.00%2,962−35.9%
434COFCAPITAL ONE FINL CORP$1.0M0.00%+88+1.6%
435IBKRINTERACTIVE BROKERS GROUP IN$993K0.00%+4,985+50.7%
436FCNCAFIRST CTZNS BANCSHARES INC N$969K0.00%4−0.8%
437IWNISHARES TR$959K0.00%HELD
438ESGUISHARES TR$933K0.00%+850+14.8%
439TLTISHARES TR$915K0.00%165,499−94.0%
440LUVSOUTHWEST AIRLS CO$903K0.00%+190+0.8%
441PMPHILIP MORRIS INTL INC$903K0.00%77−1.4%
442CHRWC H ROBINSON WORLDWIDE INC$896K0.00%52−1.0%
443JBHTHUNT J B TRANS SVCS INC$889K0.00%28−0.7%
444ROKROCKWELL AUTOMATION INC$879K0.00%+1,417+137.3%
445WCNWASTE CONNECTIONS INC$871K0.00%52,235−90.7%
446KMBKIMBERLY-CLARK CORP$863K0.00%1,966−18.0%
447DISDISNEY WALT CO$786K0.00%4,860−37.3%
448RSRELIANCE INC$759K0.00%28−1.1%
449BIIBBIOGEN IDEC INC$748K0.00%319−7.3%
450NOCNORTHROP GRUMMAN CORP$739K0.00%+285+35.7%
451EAELECTRONIC ARTS INC$728K0.00%+522+17.1%
452LDEMISHARES TR$727K0.00%+900+7.7%
453PNFPPINNACLE FINL PARTNERS INC$705K0.00%+8,180NEW
454UNPUNION PAC CORP$701K0.00%76−2.6%
455PSXPHILLIPS 66$701K0.00%417−9.8%
456FVICN 3.75 06/30/29FORTUNA MNG CORP$700K0.00%100,000−20.0%
457IWOISHARES TR$697K0.00%HELD
458FASTFASTENAL CO$687K0.00%+1,300+9.6%
459CSLCARLISLE COS INC$681K0.00%19−0.9%
460CAHCARDINAL HEALTH INC$673K0.00%298−8.6%
461MPCMARATHON PETE CORP$654K0.00%145−5.1%
462ADBEADOBE INC$629K0.00%321−11.0%
463GWWGRAINGER W W INC$628K0.00%10−1.7%
464UBERUBER TECHNOLOGIES INC$613K0.00%85,126−90.9%
465WCCWESCO INTL INC$611K0.00%28−1.2%
466BDXBECTON DICKINSON & CO$606K0.00%58−1.5%
467TOLTOLL BROTHERS INC$605K0.00%71−1.6%
468CHDCHURCH & DWIGHT INC$586K0.00%1,405−18.3%
469MLIMUELLER INDS INC$577K0.00%+4+0.1%
470HLTHILTON WORLDWIDE HLDGS INC$566K0.00%+9+0.5%
471ACNACCENTURE PLC IRELAND$559K0.00%169,584−98.4%
472GISGENERAL MLS INC$550K0.00%3,416−18.8%
473GENGEN DIGITAL INC$543K0.00%370−1.3%
474SFSTIFEL FINL CORP$533K0.00%+2,406+50.1%
475BAHBOOZ ALLEN HAMILTON HLDG COR$533K0.00%388−5.4%
476DEDEERE & CO$528K0.00%59−5.9%
477RMDRESMED INC$523K0.00%108−4.4%
478CMCSACOMCAST CORP NEW$521K0.00%42,980−70.3%
479IDXXIDEXX LABS INC$519K0.00%15−1.6%
480AAGILENT TECHNOLOGIES INC$515K0.00%168−3.6%
481SNDKSANDISK CORP$507K0.00%27,059−97.1%
482PIOINVESCO EXCH TRADED FD TR II$504K0.00%+1,200+11.5%
483WYWEYERHAEUSER CO MTN BE$504K0.00%3,726−15.3%
484GRIDFIRST TR EXCHANGE TRADED FD$503K0.00%+100+3.4%
485ARMKARAMARK CORP$501K0.00%171−1.4%
486MSIMOTOROLA SOLUTIONS INC$501K0.00%86−6.9%
487KGRNKRANESHARES TR$498K0.00%+1,500+9.4%
488MOALTRIA GROUP INC$492K0.00%1,101−12.9%
489MPWRMONOLITHIC PWR SYS INC$484K0.00%+2+0.5%
490DCIDONALDSON INC$482K0.00%4−0.1%
491OSKOSHKOSH CORP$478K0.00%+25+0.8%
492FLSFLOWSERVE CORP$474K0.00%+96+1.5%
493SUSLISHARES TR$468K0.00%+500+13.8%
494ALSNALLISON TRANSMISSION HLDGS I$458K0.00%49−1.2%
495INCYINCYTE CORP$456K0.00%335−6.5%
496HUBBHUBBELL INC$456K0.00%+45+5.1%
497YUMYUM BRANDS INC$455K0.00%+332+12.8%
498JKHYHENRY JACK & ASSOC INC$452K0.00%+13+0.5%
499SSBSOUTHSTATE BK CORP$445K0.00%41−0.8%
500TTCTORO CO$440K0.00%45−0.9%

Source: SEC EDGAR · accession 0001163648-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.