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Institutional

CREDIT AGRICOLE S A

CIK 0001191672
$38.09B
Reported AUM
1,083
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · CREDIT AGRICOLE S A · Q1 2026

AI · grounded in 13F

CREDIT AGRICOLE S A established a new position in TTE valued at $892.8M. The fund also opened a new stake in AZN for $587.2M and increased its holdings in PLTR by 75.6%. On the sell side, the fund trimmed its position in TSLA by 39.7% and reduced its stake in QQQ by 21.7%.

Portfolio · Q1 2026

NVDA$3.03BMSFT$2.22BAAPLGOOGLAVGOAMZNSPYTTEJPMMETAOther$20.75BCA

Top holdings· first 500 of 1083

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%$3.03B7.95%+39,516+0.2%
2MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.22B5.82%193,194−3.1%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.78B4.66%986,669−12.4%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.49B3.92%461,258−8.2%
5AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.41B3.71%+468,431+11.4%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.29B3.39%951,593−13.3%
7SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$1.24B3.27%135,404−6.6%
8TTETOTALENERGIES SE$88.71-1.62%58.46%168.10%$892.8M2.34%+9,812,662NEW
9JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$812.6M2.13%116,288−4.0%
10METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$776.9M2.04%164,922−10.8%
11QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$698.4M1.83%335,273−21.7%
12GOOGALPHABET INC$365.76-0.95%109.82%172.71%$609.3M1.60%592,598−21.8%
13AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$587.2M1.54%+2,977,566NEW
14TSLATESLA INC$391.00-6.56%32.48%70.69%$566.2M1.49%1,002,790−39.7%
15IWMISHARES TR$281.65-3.55%34.35%35.27%$535.7M1.41%575,000−21.0%
16MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$517.2M1.36%+21,991+2.2%
17MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$468.3M1.23%+475,029+52.1%
18BRK/BBERKSHIRE HATHAWAY INC DEL$425.5M1.12%+134,444+17.8%
19TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$377.5M0.99%272,949−19.6%
20UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$345.7M0.91%+145,582+12.9%
21NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$345.3M0.91%647,609−15.3%
22LLYELI LILLY & CO$1131.420.55%48.00%387.10%$321.8M0.84%43,955−11.2%
23AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$310.4M0.82%151,078−14.3%
24ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$307.9M0.81%264,677−21.5%
25ORCLORACLE CORP$213.68-9.59%24.02%162.37%$253.3M0.67%441,053−20.4%
26CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$231.4M0.61%+131,697+11.9%
27PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$222.6M0.58%+655,335+75.6%
28ABBVABBVIE INC$227.231.02%23.60%135.68%$207.2M0.54%+17,110+1.8%
29XLESELECT SECTOR SPDR TR$57.67-1.84%42.72%178.12%$200.2M0.53%254,070−7.2%
30RACEFERRARI N V$350.791.10%-27.27%65.39%$199.7M0.52%+25,023+4.4%
31VVISA INC$323.571.06%$191.3M0.50%251,767−28.5%
32WMTWALMART INC$118.880.97%$190.8M0.50%872,063−36.2%
33CSCOCISCO SYS INC$121.64-6.43%$184.6M0.48%264,407−10.0%
34BACBANK AMERICA CORP$53.83-0.63%$180.0M0.47%999,934−21.3%
35FERFERROVIAL SE$66.890.12%$174.7M0.46%+118,942+4.6%
36AMDADVANCED MICRO DEVICES INC$466.38-10.86%$170.9M0.45%+133,648+18.9%
37UBERUBER TECHNOLOGIES INC$70.71-2.08%$168.1M0.44%33,702−1.4%
38TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$165.6M0.43%209,898−38.4%
39IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$153.6M0.40%+330,177+108.8%
40NOWSERVICENOW INC$112.45-5.79%$152.1M0.40%108,570−6.9%
41LMTLOCKHEED MARTIN CORP$523.760.91%$135.0M0.35%+95,143+74.2%
42PANWPALO ALTO NETWORKS INC$272.05-2.58%$133.3M0.35%+183,640+28.3%
43CATCATERPILLAR INC$904.28-3.85%$131.2M0.34%30,666−14.2%
44ABTABBOTT LABORATORIES$91.070.32%$129.3M0.34%100,372−7.4%
45AXPAMERICAN EXPRESS CO$310.66-0.60%$127.4M0.33%+57,391+15.8%
46BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$126.9M0.33%152,420−7.0%
47XOMEXXON MOBIL CORP$149.92-1.39%$126.7M0.33%178,229−19.3%
48JNJJOHNSON & JOHNSON$232.772.02%$125.1M0.33%145,987−22.2%
49XLKSELECT SECTOR SPDR TR$180.30-6.66%$124.2M0.33%+59,741+6.8%
50SYKSTRYKER CORPORATION$305.661.48%$121.4M0.32%132,345−26.4%
51KOCOCA COLA CO$79.483.46%$113.9M0.30%891,411−37.3%
52ETNEATON CORP PLC$395.94-5.42%$113.8M0.30%60,319−15.9%
53MSMORGAN STANLEY$211.93-2.90%$111.7M0.29%+52,853+8.4%
54MCDMCDONALDS CORP$279.842.61%$111.3M0.29%111,490−23.7%
55LINLINDE PLC$507.900.09%$108.2M0.28%+82,204+60.4%
56ISRGINTUITIVE SURGICAL INC$422.060.77%$107.8M0.28%+62,471+36.5%
57SPGIS&P GLOBAL INC$424.441.03%$106.8M0.28%77,163−23.5%
58MRKMERCK & CO INC$120.790.44%$106.2M0.28%519,651−37.1%
59BLKBLACKROCK INC$995.60-2.64%$100.4M0.26%16,535−13.7%
60TJXTJX COS INC NEW$160.711.31%$97.9M0.26%+19,715+3.3%
61XLFSELECT SECTOR SPDR TR$52.300.21%$97.6M0.26%+697,306+54.5%
62CLCOLGATE PALMOLIVE CO$88.584.09%$95.4M0.25%51,280−4.4%
63BKBANK NEW YORK MELLON CORP$142.39-1.13%$95.0M0.25%+143,563+21.8%
64LRCXLAM RESEARCH CORP$303.28-9.85%$95.0M0.25%167,991−27.4%
65CBOECBOE GLOBAL MKTS INC$281.91-1.44%$93.7M0.25%83,736−20.1%
66GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$93.5M0.25%23,989−17.8%
67SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$92.5M0.24%+107,344+128.8%
68WMWASTE MGMT INC DEL$220.400.63%$90.9M0.24%85,449−17.8%
69MSTRSTRATEGY INC$120.44-6.90%$90.5M0.24%+411,587+131.3%
70CCITIGROUP INC$132.47-1.98%$89.3M0.23%238,496−23.2%
71GILDGILEAD SCIENCES INC$129.16-0.02%$87.2M0.23%286,074−31.4%
72HDHOME DEPOT INC$310.780.27%$86.4M0.23%222,329−45.8%
73NETCLOUDFLARE INC$250.11-6.90%$85.3M0.22%23,150−5.3%
74STLASTELLANTIS N.V$7.11-3.79%$84.2M0.22%3,713,352−23.8%
75FCXFREEPORT MCMORAN INC$63.37-9.07%$82.9M0.22%66,449−4.5%
76PSNYPOLESTAR AUTOMOTIVE HLDG UK$19.191.53%$81.0M0.21%+4,395,036NEW
77PGPROCTER & GAMBLE CO$146.544.09%$80.9M0.21%728,577−56.5%
78TAT&T INC$22.75-0.09%$77.6M0.20%325,251−10.8%
79RTXRTX CORPORATION$180.990.88%$77.5M0.20%24,830−5.8%
80INTCINTEL CORP$99.17-11.28%$76.4M0.20%924,736−34.8%
81ARMARM HOLDINGS PLC$342.93-12.84%$76.3M0.20%12,895−2.5%
82TTTRANE TECHNOLOGIES PLC$456.84-1.49%$74.8M0.20%130,338−42.1%
83INTUINTUIT$296.76-1.73%$71.7M0.19%21,465−11.5%
84REGNREGENERON PHARMACEUTICALS$635.451.07%$71.4M0.19%16,527−15.2%
85MELIMERCADOLIBRE INC$1607.80-1.65%$71.1M0.19%4,169−9.2%
86WELLWELLTOWER INC$206.933.03%$69.8M0.18%53,245−13.1%
87LOGILOGITECH INTL S A$113.580.58%$68.6M0.18%3,090−0.4%
88DHRDANAHER CORP DEL$184.30-1.25%$66.4M0.17%90,623−20.6%
89NEENEXTERA ENERGY INC$85.840.19%$65.7M0.17%12,640−1.8%
90GEVGE VERNOVA INC$933.61-3.09%$65.5M0.17%81,478−52.1%
91APHAMPHENOL CORP$138.81-5.42%$64.6M0.17%50,386−9.0%
92COINCOINBASE GLOBAL INC$152.40-7.15%$63.6M0.17%+123,936+51.5%
93CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$62.3M0.16%+81,674+104.8%
94ADBEADOBE INC$251.44-2.70%$61.6M0.16%+30,915+13.9%
95BXBLACKSTONE INC$115.35-2.70%$60.7M0.16%452,481−46.2%
96KLACKLA CORP$1929.20-9.47%$59.6M0.16%18,920−31.8%
97DEDEERE & CO$583.44-1.40%$59.2M0.16%11,917−10.2%
98APPAPPLOVIN CORP$557.20-0.30%$58.5M0.15%+69,442+89.6%
99WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%$58.4M0.15%+136,529+44.1%
100BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$58.2M0.15%55,679−5.5%
101NEMNEWMONT CORP$58.0M0.15%306,793−36.4%
102DIASTATE STR SPDR DOW JONES IND$57.4M0.15%51−0.0%
103GLDSPDR GOLD TR$56.7M0.15%+43,558+49.3%
104DASHDOORDASH INC$56.6M0.15%+101,021+36.6%
105PFEPFIZER INC$56.6M0.15%1,645,775−44.9%
106COSTCOSTCO WHOLESALE CORPORATION$55.0M0.14%52,634−48.8%
107VRTXVERTEX PHARMACEUTICALS INC$54.6M0.14%+75,471+160.9%
108DISDISNEY WALT CO$53.4M0.14%459,968−45.4%
109CMECME GROUP INC$52.9M0.14%59,979−25.1%
110CRHCRH PLC$52.5M0.14%116,845−19.0%
111SPGSIMON PPTY GROUP INC NEW$52.4M0.14%54,208−16.2%
112HONHONEYWELL INTL INC$51.9M0.14%+50,810+28.4%
113HALHALLIBURTON CO$51.1M0.13%+55,064+4.4%
114OIHVANECK ETF TRUST$50.5M0.13%30,144−19.4%
115XYLXYLEM INC$50.3M0.13%95,559−18.5%
116CEGCONSTELLATION ENERGY CORP$48.9M0.13%+20,702+13.4%
117PLDPROLOGIS INC.$48.6M0.13%30,538−7.7%
118AUANGLOGOLD ASHANTI PLC$47.5M0.12%24,588−4.8%
119BABAALIBABA GROUP HLDG LTD$47.0M0.12%+20,535+5.8%
120APOAPOLLO GLOBAL MGMT INC$46.9M0.12%+130,946+45.1%
121USBUS BANCORP$46.7M0.12%+383,910+74.8%
122AMGNAMGEN INC$46.6M0.12%70,731−34.8%
123ECLECOLAB INC$46.5M0.12%14,290−7.6%
124CMICUMMINS INC$46.4M0.12%+51,776+150.5%
125ACNACCENTURE PLC IRELAND$45.4M0.12%43,379−15.9%
126TRGPTARGA RES CORP$44.9M0.12%+51,561+40.4%
127HOODROBINHOOD MKTS INC$44.2M0.12%+75,026+13.3%
128PGRPROGRESSIVE CORP$44.1M0.12%74,081−25.0%
129ANETARISTA NETWORKS INC$44.0M0.12%+243,147+210.7%
130GEGE AEROSPACE$43.8M0.12%291,622−65.4%
131XLUSELECT SECTOR SPDR TR$43.7M0.11%287,935−23.2%
132MOALTRIA GROUP INC$43.1M0.11%81,163−11.1%
133CVSCVS HEALTH CORP$42.8M0.11%137,839−18.8%
134TELTE CONNECTIVITY PLC$42.5M0.11%+60,506+42.4%
135ABNBAIRBNB INC$42.3M0.11%+237,432+242.7%
136VZVERIZON COMMUNICATIONS INC$41.9M0.11%1,126,023−57.5%
137PHPARKER-HANNIFIN CORP$41.8M0.11%+33,851+263.6%
138XLYSELECT SECTOR SPDR TR$40.7M0.11%+89,676+31.6%
139TGTTARGET CORP$40.2M0.11%+5,465+1.7%
140ADSKAUTODESK INC$39.9M0.10%+83,272+100.1%
141CMCSACOMCAST CORP NEW$39.7M0.10%393,730−22.2%
142STXSEAGATE TECHNOLOGY HLDNGS PL$37.9M0.10%+68,858+246.6%
143DDOGDATADOG INC$37.6M0.10%+101,862+47.1%
144SNPSSYNOPSYS INC$37.5M0.10%+27,129+40.2%
145CWCURTISS WRIGHT CORP$36.9M0.10%+1,577+3.0%
146TXNTEXAS INSTRS INC$36.7M0.10%10,502−5.3%
147NKENIKE INC$36.7M0.10%89,027−11.4%
148UBSUBS GROUP AG$36.4M0.10%821,516−46.8%
149MCOMOODYS CORP$36.3M0.10%8,658−9.4%
150PEPPEPSICO INC$36.1M0.09%781,446−77.1%
151CDNSCADENCE DESIGN SYSTEM INC$35.9M0.09%+24,542+23.4%
152DELLDELL TECHNOLOGIES INC$35.8M0.09%37,800−14.8%
153ZTSZOETIS INC$35.8M0.09%73,905−19.6%
154RCLROYAL CARIBBEAN GROUP$35.8M0.09%104,009−44.5%
155JCIJOHNSON CONTROLS INTERNATION$35.6M0.09%26,184−8.8%
156NVONOVO-NORDISK A S$35.4M0.09%+352,052+57.6%
157MRSHMARSH & MCLENNAN COS INC$35.4M0.09%+94,883+87.0%
158EQIXEQUINIX INC$35.2M0.09%4,948−12.1%
159URIUNITED RENTALS INC$35.2M0.09%+12,642+35.4%
160HWMHOWMET AEROSPACE INC$34.7M0.09%5,057−3.3%
161CRCLCIRCLE INTERNET GROUP INC$34.6M0.09%+220,055+154.4%
162MDLZMONDELEZ INTL INC$34.6M0.09%61,364−9.3%
163CORCENCORA INC$34.5M0.09%26,415−19.4%
164SNOWSNOWFLAKE INC$34.4M0.09%+57,618+33.8%
165CRWVCOREWEAVE INC$34.1M0.09%+213,726+94.3%
166MRVLMARVELL TECHNOLOGY INC$33.5M0.09%+34,426+11.3%
167AALAMERICAN AIRLINES GROUP INC$33.3M0.09%204,547−6.2%
168CVXCHEVRON CORPORATION$33.1M0.09%241,747−60.1%
169VRTVERTIV HOLDINGS CO$32.9M0.09%228,358−63.5%
170RLRALPH LAUREN CORP$32.9M0.09%1,915−2.0%
171SLVISHARES SILVER TR$32.1M0.08%+372,805+377.8%
172NDAQNASDAQ INC$32.1M0.08%17,460−4.4%
173BABOEING CO$31.5M0.08%176,650−52.8%
174COTYCOTY INC$31.4M0.08%187,210−1.2%
175QUREQUANTA SVCS INC$31.1M0.08%43,865−43.6%
176SNDKSANDISK CORP$30.7M0.08%74,125−60.6%
177ORLYOREILLY AUTOMOTIVE INC$30.7M0.08%+238,902+256.5%
178SMCISUPER MICRO COMPUTER INC$30.5M0.08%+200,472+17.6%
179ALCALCON AG$30.4M0.08%+64,008+18.9%
180UPSUNITED PARCEL SVCS INC$29.9M0.08%+44,200+17.0%
181XLVSELECT SECTOR SPDR TR$29.7M0.08%+36,287+21.8%
182XBISPDR SERIES TRUST$29.5M0.08%+64,418+38.7%
183MPCMARATHON PETE CORP$29.1M0.08%11,678−8.9%
184DGXQUEST DIAGNOSTICS INC$29.1M0.08%3,748−2.5%
185MKCMCCORMICK & CO INC$28.5M0.07%176,106−23.8%
186AMTAMERICAN TOWER CORP$28.5M0.07%27,471−14.3%
187TTWOTAKE-TWO INTERACTIVE SOFTWAR$28.4M0.07%+119,073+482.9%
188EWZISHARES INC$28.3M0.07%61,286−7.7%
189MSIMOTOROLA SOLUTIONS INC$28.2M0.07%66,868−50.7%
190MLMMARTIN MARIETTA MATLS INC$28.0M0.07%+1,772+3.9%
191MICCMAGNUM ICE CREAM CO NV$27.9M0.07%+1,866,810NEW
192TIGOMILLICOM INTL CELLULAR S A$27.7M0.07%205,484−35.7%
193LITELUMENTUM HLDGS INC$27.3M0.07%+12,240+46.0%
194PDDPDD HOLDINGS INC$27.3M0.07%47,988−15.2%
195FIXCOMFORT SYS USA INC$26.8M0.07%13,697−41.4%
196QCOMQUALCOMM INC$26.7M0.07%307,691−59.8%
197TWTRADEWEB MKTS INC$26.6M0.07%+42,521+23.1%
198KRESPDR SERIES TRUST$26.4M0.07%135,646−25.1%
199LNGCHENIERE ENERGY INC$26.2M0.07%+25,356+37.9%
200TRVTRAVELERS COMPANIES INC$25.7M0.07%67,482−43.3%
201KKRKKR & CO INC$25.7M0.07%581,551−67.7%
202HCAHCA HEALTHCARE INC$25.6M0.07%15,475−22.2%
203SCHWSCHWAB CHARLES CORP$25.6M0.07%401,725−59.6%
204LOWLOWES COS INC$25.4M0.07%93,146−46.4%
205TSEMTOWER SEMICONDUCTOR LTD$25.2M0.07%138,551−49.1%
206AJGGALLAGHER ARTHUR J & CO$25.0M0.07%191,129−62.4%
207FSLRFIRST SOLAR INC$24.9M0.07%23,146−15.5%
208HIGHARTFORD INSURANCE GROUP INC$24.8M0.07%+40,655+28.5%
209NXTNEXTPOWER INC$24.7M0.06%+58,258+39.7%
210DLRDIGITAL RLTY TR INC$24.6M0.06%17,616−11.4%
211NUNU HLDGS LTD$24.4M0.06%+358,144+26.7%
212WMT2WELLS FARGO & CO$24.3M0.06%761,937−71.4%
213ITWILLINOIS TOOL WKS INC$24.1M0.06%13,899−13.0%
214FTNTFORTINET INC$23.9M0.06%+149,555+104.2%
215PSXPHILLIPS 66$23.5M0.06%+22,967+21.7%
216KVUEKENVUE INC$23.2M0.06%93,254−6.5%
217ZSZSCALER INC$23.1M0.06%3,807−2.3%
218ALVAUTOLIV INC$22.9M0.06%4,700−2.1%
219KHCKRAFT HEINZ CO$22.7M0.06%16,529−1.6%
220MNSTMONSTER BEVERAGE CORP NEW$22.3M0.06%+208,943+210.9%
221ALLALLSTATE CORP$22.3M0.06%84,596−44.0%
222SRESEMPRA$22.2M0.06%31,487−12.1%
223EBAYEBAY INC.$21.9M0.06%115,909−32.5%
224STTSTATE STR CORP$21.8M0.06%69,324−28.7%
225DECKDECKERS OUTDOOR CORP$21.8M0.06%12,226−5.3%
226SOXXISHARES TR$21.4M0.06%280−0.4%
227GDGENERAL DYNAMICS CORP$21.1M0.06%15,648−20.3%
228LHXL3HARRIS TECHNOLOGIES INC$20.9M0.05%7,932−11.6%
229CFCF INDUSTRIES HOLD$20.8M0.05%20,146−11.2%
230PYPLPAYPAL HLDGS INC$20.7M0.05%240,464−34.4%
231KGCKINROSS GOLD CORP$20.5M0.05%42,884−6.0%
232FISFIDELITY NATL INFORMATION SV$20.3M0.05%+367,948+576.0%
233COPCONOCOPHILLIPS$20.3M0.05%463,086−75.1%
234WDCWESTERN DIGITAL CORP$19.9M0.05%+14,834+25.2%
235IDXXIDEXX LABS INC$19.9M0.05%+22,661+178.2%
236APDAIR PRODUCTS AND CHEMICALS I$19.8M0.05%10,694−13.6%
237PNCPNC FINL SVCS GROUP INC$19.7M0.05%108,278−53.3%
238SLBSLB LIMITED$19.7M0.05%371,509−49.2%
239PCARPACCAR INC$19.5M0.05%34,947−17.1%
240GRMNGARMIN LTD$19.5M0.05%6,724−7.4%
241VSTVISTRA CORP$19.1M0.05%98,708−43.7%
242EXPEEXPEDIA GROUP INC$19.0M0.05%18,821−18.6%
243AONAON PLC$19.0M0.05%10,654−15.3%
244OREALTY INCOME CORP$18.8M0.05%+251,037+451.1%
245MCKMCKESSON CORP$18.2M0.05%36,864−63.6%
246ROPROPER TECHNOLOGIES INC$18.2M0.05%15,454−23.1%
247CINFCINCINNATI FINL CORP$17.9M0.05%+65,575+136.6%
248DBDEUTSCHE BK AG$17.6M0.05%5,405,587−90.2%
249ELLAUDER ESTEE COS INC$17.5M0.05%+65,594+36.8%
250AAGILENT TECHNOLOGIES INC$17.5M0.05%12,070−7.3%
251CMGCHIPOTLE MEXICAN GRILL INC$17.4M0.05%58,400−9.7%
252FDXFEDEX CORP$17.4M0.05%55,205−53.1%
253CLHCLEAN HARBORS INC$17.3M0.05%+49,547+454.7%
254OTISOTIS WORLDWIDE CORP$17.1M0.04%10,325−4.4%
255CCEPCOCA-COLA EUROPACIFIC PARTNE$16.9M0.04%+133,553+254.9%
256WSTWEST PHARMACEUTICAL SVSC INC$16.7M0.04%22,363−25.1%
257RYROYAL BK CDA$16.7M0.04%+62,623+154.3%
258EDCONSOLIDATED EDISON INC$16.6M0.04%+90,393+159.6%
259FEFIRSTENERGY CORP$16.2M0.04%+138,992+77.3%
260LUVSOUTHWEST AIRLS CO$16.0M0.04%29,232−6.4%
261SHOPSHOPIFY INC$16.0M0.04%+40,547+43.2%
262IVZINVESCO LTD$15.8M0.04%+21,611+3.4%
263DRIDARDEN RESTAURANTS INC$15.5M0.04%5,898−7.0%
264HLTHILTON WORLDWIDE HLDGS INC$15.3M0.04%41,806−45.3%
265EXCEXELON CORP$15.2M0.04%+12,600+4.2%
266FASTFASTENAL CO$15.1M0.04%114,702−26.1%
267CWSTCASELLA WASTE SYS INC$14.8M0.04%23,057−11.0%
268WABWABTEC$14.7M0.04%32,697−35.7%
269EMEEMCOR GROUP INC$14.7M0.04%+7,537+61.1%
270OKLOOKLO INC$14.6M0.04%+208,452+240.0%
271JBLJABIL INC$14.6M0.04%6,979−11.3%
272AZOAUTOZONE INC$14.5M0.04%2,203−33.9%
273CIENCIENA CORP$14.4M0.04%8,812−19.2%
274HPEHEWLETT PACKARD ENTERPRISE C$14.4M0.04%429,750−41.5%
275MMM3M CO$14.3M0.04%39,272−28.5%
276KMIKINDER MORGAN INC DEL$14.2M0.04%+67,692+18.9%
277GWWWW GRAINGER INC$13.9M0.04%+8,352+188.8%
278RSGREPUBLIC SVCS INC$13.9M0.04%16,031−20.2%
279NOCNORTHROP GRUMMAN CORP$13.8M0.04%22,453−52.6%
280SESEA LTD$13.8M0.04%+35,310+26.9%
281NUENUCOR CORP$13.6M0.04%11,459−12.5%
282DXCMDEXCOM INC$13.5M0.04%+18,271+9.3%
283CAHCARDINAL HEALTH INC$13.5M0.04%17,215−21.2%
284OXYOCCIDENTAL PETE CORP$13.5M0.04%61,750−23.0%
285SITMSITIME CORP$13.4M0.04%15,919−29.0%
286AAALCOA CORP$13.4M0.04%+88,978+78.6%
287BDXBECTON DICKINSON & CO$13.3M0.03%94,091−52.7%
288IBKRINTERACTIVE BROKERS GROUP IN$13.3M0.03%154,931−43.9%
289FITBFIFTH THIRD BANCORP$13.2M0.03%+45,444+19.0%
290HUMHUMANA INC$13.0M0.03%+11,483+18.2%
291PSAPUBLIC STORAGE OPER CO$12.8M0.03%6,100−11.4%
292RMDRESMED INC$12.8M0.03%20,772−26.7%
293EWEDWARDS LIFESCIENCES CORP$12.8M0.03%77,493−32.7%
294GLWCORNING INC$12.8M0.03%27,392−22.6%
295SYYSYSCO CORP$12.6M0.03%20,863−10.5%
296IQVIQVIA HLDGS INC$12.6M0.03%8,916−10.8%
297XLPSELECT SECTOR SPDR TR$12.5M0.03%+115,062+311.7%
298VEEVVEEVA SYS INC$12.4M0.03%+49,592+234.6%
299MWAMUELLER WTR PRODS INC$12.4M0.03%70,686−13.6%
300EOGEOG RES INC$12.4M0.03%137,434−61.6%
301CCL1EURCARNIVAL CORP$12.3M0.03%176,105−27.0%
302DOWDOW HLDGS INC$12.2M0.03%33,381−10.2%
303CBRECBRE GROUP INC$12.2M0.03%27,580−23.5%
304UNPUNION PAC CORP$12.1M0.03%142,732−74.0%
305TPRTAPESTRY INC$12.1M0.03%27,099−24.0%
306PAYXPAYCHEX INC$11.8M0.03%15,792−11.0%
307SBUXSTARBUCKS CORP$11.8M0.03%434,002−76.8%
308VLOVALERO ENERGY CORP$11.7M0.03%95,416−66.8%
309EQTEQT CORP$11.7M0.03%27,561−13.0%
310COFCAPITAL ONE FINL CORP$11.7M0.03%777−1.2%
311CLSCELESTICA INC$11.7M0.03%+100+0.2%
312LAURLAUREATE ED INC$11.6M0.03%+2,006+0.6%
313FFORD MTR CO$11.5M0.03%+673,086+209.1%
314ADPAUTOMATIC DATA PROCESSING IN$11.5M0.03%183,207−76.5%
315CTSHCOGNIZANT TECHNOLOGY SOLUTIO$11.4M0.03%25,730−12.1%
316APGAPI GROUP CORP$11.4M0.03%79,334−22.1%
317UALUNITED AIRLS HLDGS INC$11.4M0.03%80,515−39.5%
318ONTOONTO INNOVATION INC$11.2M0.03%105,708−66.0%
319KDPKEURIG DR PEPPER INC$11.0M0.03%183,967−30.5%
320GEHCGE HEALTHCARE TECHNOLOGIES I$11.0M0.03%+70,915+85.2%
321CITHE CIGNA GROUP$10.9M0.03%82,980−67.0%
322ROSTROSS STORES INC$10.8M0.03%+23,558+89.5%
323VLTOVERALTO CORP$10.7M0.03%1,584−1.3%
324VMCVULCAN MATLS CO$10.7M0.03%6,259−13.7%
325KEYSKEYSIGHT TECHNOLOGIES INC$10.6M0.03%31,705−45.8%
326NXPINXP SEMICONDUCTORS N V$10.4M0.03%66,805−55.7%
327TTDTHE TRADE DESK INC$10.3M0.03%+65,657+16.9%
328IRMIRON MTN INC DEL$10.3M0.03%9,894−8.9%
329GISGENERAL MILLS INC$10.3M0.03%236,011−46.1%
330MPMP MATERIALS CORP$10.2M0.03%+191,389+920.6%
331MRNAMODERNA INC$10.2M0.03%17,266−7.9%
332HASIHA SUSTAINABLE INFRA CAP INC$10.2M0.03%+128,420+86.3%
333RKLBROCKET LAB CORP$10.1M0.03%+126,352+411.1%
334NCNONCINO INC$10.0M0.03%+549,800+458.2%
335AEMAGNICO EAGLE MINES LTD$9.9M0.03%133−0.3%
336CSXCSX CORP$9.9M0.03%73,670−23.5%
337FISVFISERV INC$9.8M0.03%12,200−6.5%
338AWKAMERICAN WTR WKS CO INC NEW$9.8M0.03%66,515−48.1%
339BKRBAKER HUGHES COMPANY$9.7M0.03%354,589−69.0%
340TDGTRANSDIGM GROUP INC$9.6M0.03%8,322−50.1%
341ATIATI INC$9.6M0.03%+27,000+69.2%
342XLISELECT SECTOR SPDR TR$9.6M0.03%18,976−24.3%
343MLIMUELLER INDS INC$9.5M0.03%HELD
344FUTUFUTU HLDGS LTD$9.5M0.02%13,624−16.5%
345ROKROCKWELL AUTOMATION INC$9.3M0.02%15,152−36.8%
346WTWWILLIS TOWERS WATSON PLC LTD$9.3M0.02%+10,518+49.1%
347OCOWENS CORNING NEW$9.2M0.02%13,007−13.3%
348STZCONSTELLATION BRANDS INC$9.1M0.02%2,408−3.8%
349RJFRAYMOND JAMES FINL INC$9.1M0.02%8,833−12.3%
350DVNDEVON ENERGY CORP NEW$9.1M0.02%42,444−19.1%
351MTDMETTLER TOLEDO INTERNATIONAL$9.0M0.02%1,213−14.5%
352AEEAMEREN CORP$9.0M0.02%11,673−12.5%
353MDTMEDTRONIC PLC$8.9M0.02%402,522−79.6%
354AERAERCAP HOLDINGS NV$8.9M0.02%+21,828+50.9%
355OTLYOATLY GROUP AB$8.9M0.02%+363,369+71.3%
356VICIVICI PPTYS INC$8.8M0.02%51,247−13.7%
357TMDXTRANSMEDICS GROUP INC$8.7M0.02%+170+0.2%
358DGDOLLAR GEN CORP$8.7M0.02%+56,647+348.8%
359TLTISHARES TR$8.6M0.02%17,404−14.9%
360CTASCINTAS CORP$8.6M0.02%+2,426+5.0%
361BRK/ABERKSHIRE HATHAWAY INC DEL$8.6M0.02%HELD
362FTITECHNIPFMC PLC$8.6M0.02%HELD
363AMPAMERIPRISE FINL INC$8.5M0.02%7,490−28.1%
364AGXARGAN INC$8.5M0.02%HELD
365SIISPROTT INC$8.5M0.02%HELD
366TMUST-MOBILE US INC$8.4M0.02%193,457−82.9%
367ICEINTERCONTINENTAL EXCHANGE IN$8.4M0.02%5,174−8.8%
368PCGPG&E CORP$8.4M0.02%279,014−36.9%
369CBCHUBB LTD SWITZ$8.3M0.02%95,664−78.9%
370EXREXTRA SPACE STORAGE INC$8.2M0.02%+8,614+15.9%
371FROGJFROG LTD$8.2M0.02%+174,675NEW
372ACGLARCH CAP GROUP LTD$8.1M0.02%38,488−31.2%
373PODDINSULET CORP$8.1M0.02%+8,366+27.6%
374GDXVANECK ETF TRUST$8.1M0.02%+73,522+512.7%
375FLEXFLEXTRONICS INTL LTD$8.0M0.02%+805+0.7%
376AEPAMERICAN ELEC PWR CO INC$8.0M0.02%+12,873+26.8%
377EFAISHARES TR$7.9M0.02%21,380−20.7%
378CTRACOTERRA ENERGY INC$7.9M0.02%37,795−14.4%
379WATWATERS CORP$7.9M0.02%+20,251+320.5%
380DARDARLING INGREDIENTS INC$7.9M0.02%+67,117+111.3%
381NBISNEBIUS GROUP N.V.$7.9M0.02%+26,557+54.1%
382AEISADVANCED ENERGY INDS$7.8M0.02%11,000−31.2%
383LIILENNOX INTL INC$7.8M0.02%+8,149+94.2%
384NINISOURCE INC$7.8M0.02%20,220−10.8%
385ONON SEMICONDUCTOR CORP$7.7M0.02%24,864−16.7%
386RIORIO TINTO PLC$7.6M0.02%+62,206+316.1%
387WYWEYERHAEUSER CO$7.6M0.02%9,866−3.1%
388BEBLOOM ENERGY CORP$7.6M0.02%+19,780+54.3%
389NTRANATERA INC$7.6M0.02%+1,169+3.2%
390EXEEXPAND ENERGY CORPORATION$7.6M0.02%11,605−14.4%
391KMBKIMBERLY-CLARK CORP$7.6M0.02%55,290−41.3%
392CRDOCREDO TECHNOLOGY GROUP HOLDI$7.6M0.02%+29,111+56.6%
393RGLDROYAL GOLD INC$7.5M0.02%+3,000+11.3%
394WMBWILLIAMS COS INC$7.5M0.02%365,811−78.0%
395SWSMURFIT WESTROCK PLC$7.5M0.02%36,716−16.3%
396BRBRBELLRING BRANDS INC$7.5M0.02%HELD
397MSCIMSCI INC$7.4M0.02%12,923−48.4%
398CPRTCOPART INC$7.4M0.02%+181,900+444.7%
399ASMLASML HLDG NV$7.3M0.02%+1,722+45.0%
400IBNICICI BANK LIMITED$7.3M0.02%365,710−56.5%
401IGVISHARES TR$7.2M0.02%+89,783NEW
402STESTERIS PLC$7.2M0.02%5,017−13.4%
403HO1HOLOGIC INC$7.2M0.02%+16,583+21.2%
404WTWISDOMTREE INC$7.1M0.02%+100,000+25.6%
405QQNITY ELECTRONICS INC$7.1M0.02%+61,399NEW
406INCYINCYTE CORP$7.1M0.02%+13,012+20.9%
407AUGOAURA MINERALS INC$7.0M0.02%+25,000+41.5%
408CCJCAMECO CORP$7.0M0.02%9,406−12.8%
409AMKRAMKOR TECHNOLOGY INC$6.8M0.02%11,000−6.8%
410STLDSTEEL DYNAMICS INC$6.8M0.02%7,180−15.9%
411RPRXROYALTY PHARMA PLC$6.8M0.02%+237+0.2%
412MPWRMONOLITHIC PWR SYS INC$6.8M0.02%16,726−72.9%
413RIGTRANSOCEAN LTD$6.8M0.02%+633,986+164.0%
414MKSIMKS INC.$6.8M0.02%HELD
415OSISOSI SYSTEMS INC$6.7M0.02%+1,446+6.1%
416DOCNDIGITALOCEAN HLDGS INC$6.7M0.02%+51,001+191.7%
417JDJD.COM INC$6.6M0.02%+83,490+59.2%
418DHID R HORTON INC$6.6M0.02%80,073−62.4%
419AXONAXON ENTERPRISE INC$6.6M0.02%+7,252+87.9%
420ELVELEVANCE HEALTH INC FORMERLY$6.6M0.02%67,250−75.0%
421TSCOTRACTOR SUPPLY CO$6.5M0.02%30,630−17.5%
422DUKDUKE ENERGY CORP NEW$6.5M0.02%105,271−68.0%
423SEISOLARIS ENERGY INFRAS INC$6.5M0.02%100−0.1%
424ENSENERSYS$6.4M0.02%HELD
425PTCPTC INC$6.3M0.02%+31,776+249.1%
426NVRNVR INC$6.3M0.02%118−11.0%
427CHTRCHARTER COMMUNICATIONS INC$6.3M0.02%250−0.8%
428GSKGSK PLC$6.3M0.02%14,297−11.1%
429CPCANADIAN PACIFIC KANSAS CITY$6.2M0.02%+27+0.0%
430LDOSLEIDOS HOLDINGS INC$6.2M0.02%+35,982+879.1%
431NCLHNORWEGIAN CRUISE LINE HLDGS$6.2M0.02%+255,628+332.1%
432ALBALBEMARLE CORP$6.2M0.02%+34,616NEW
433VRSNVERISIGN INC$6.2M0.02%3,417−12.0%
434TFCTRUIST FINL CORP$6.2M0.02%+408+0.3%
435GVAGRANITE CONSTR INC$6.2M0.02%HELD
436BMOBANK MONTREAL MEDIUM$6.1M0.02%+32,312+247.3%
437SBACSBA COMMUNICATIONS CORP$6.1M0.02%5,610−13.6%
438AVBAVALONBAY CMNTYS INC$6.1M0.02%+30,765+469.8%
439DLTRDOLLAR TREE INC$6.1M0.02%10,252−15.6%
440TDTORONTO DOMINION BK ONT$6.1M0.02%+4,591+7.6%
441KEYKEYCORP$6.1M0.02%208,486−40.8%
442EIXEDISON INTL$6.0M0.02%70,493−46.1%
443TTMITTM TECHNOLOGIES INC$6.0M0.02%HELD
444ACMAECOM$6.0M0.02%298−0.4%
445FERGFERGUSON ENTERPRISES INC$6.0M0.02%+3,327+14.9%
446SOLSSOLSTICE ADVANCED MATLS INC$6.0M0.02%+78,274NEW
447GCTGIGACLOUD TECHNOLOGY INC$5.9M0.02%55,000−29.6%
448WDAYWORKDAY INC$5.9M0.02%+10,556+30.1%
449LULULULULEMON ATHLETICA INC$5.8M0.02%14,509−27.6%
450METMETLIFE INC$5.8M0.02%86,368−51.1%
451AMEAMETEK INC$5.8M0.02%53,709−66.4%
452EMREMERSON ELEC CO$5.8M0.02%25,700−36.7%
453LENLENNAR CORP$5.8M0.02%8,704−11.5%
454IESCIES HOLDINGS INC$5.7M0.01%HELD
455VISNVISTANCE NETWORKS INC$5.7M0.01%HELD
456BALLBALL CORP$5.7M0.01%13,585−12.4%
457DALDELTA AIR LINES INC$5.7M0.01%+18,163+27.1%
458CSGPCOSTAR GROUP INC$5.7M0.01%25,473−15.4%
459ROLROLLINS INC$5.7M0.01%65,602−38.3%
460NSCNORFOLK SOUTHN CORP$5.6M0.01%3,457−15.0%
461TRMBTRIMBLE INC$5.6M0.01%13,155−13.3%
462MARMARRIOTT INTL INC NEW$5.6M0.01%1,498−8.1%
463XYZBLOCK INC$5.6M0.01%48,719−34.5%
464WHRWHIRLPOOL CORP$5.6M0.01%+65,011+170.6%
465SNAPSNAP INC$5.6M0.01%+1,091,865+939.3%
466EXPDEXPEDITORS INTL WASH INC$5.6M0.01%+25,953+202.8%
467CAGCONAGRA BRANDS INC$5.5M0.01%2,817−0.8%
468OKEONEOK INC NEW$5.5M0.01%+4,862+8.7%
469KNSLKINSALE CAP GROUP INC$5.5M0.01%8,803−35.5%
470LNTALLIANT ENERGY CORP$5.4M0.01%12,675−14.3%
471PKGPACKAGING CORP AMER$5.4M0.01%20,824−45.0%
472TXTTEXTRON INC$5.4M0.01%9,912−13.9%
473JBHTHUNT J B TRANS SVCS INC$5.4M0.01%+19,064+300.3%
474NRGNRG ENERGY INC$5.3M0.01%37,063−50.4%
475DYDYCOM INDS INC$5.3M0.01%HELD
476IRENIREN LIMITED$5.3M0.01%+135,785+707.2%
477HBMHUDBAY MINERALS INC$5.3M0.01%100,000−28.4%
478NTRNUTRIEN LTD$5.3M0.01%+2,259+3.3%
479CVNACARVANA CO$5.3M0.01%66,544−79.9%
480NVMINOVA LTD$5.2M0.01%4,900−28.9%
481LVSLAS VEGAS SANDS CORP$5.2M0.01%9,862−9.2%
482AMRZAMRIZE LTD$5.2M0.01%+34,336+58.8%
483ENVAENOVA INTL INC$5.2M0.01%12,100−24.1%
484VIAVVIAVI SOLUTIONS INC$5.2M0.01%HELD
485BAPCREDICORP LTD$5.2M0.01%+2,251+17.3%
486KRKROGER CO$5.2M0.01%93,987−56.9%
487GAPGAP INC$5.2M0.01%2,634−1.2%
488CELHCELSIUS HLDGS INC$5.1M0.01%4,897−3.3%
489ANDEANDERSONS INC$5.1M0.01%+43,000+151.4%
490OSCROSCAR HEALTH INC$5.1M0.01%22,000−4.7%
491COOCOOPER COS INC$5.1M0.01%10,509−12.8%
492STVNSTEVANATO GROUP S P A$5.1M0.01%8,530−2.2%
493HEIHEICO CORP NEW$5.1M0.01%+694+3.9%
494IEXIDEX CORP$5.1M0.01%6,600−19.8%
495WBDWARNER BROS DISCOVERY INC$5.0M0.01%+73,489+67.4%
496DPZDOMINOS PIZZA INC$5.0M0.01%+2,552+22.4%
497COCOVITA COCO CO INC$5.0M0.01%+23,404+28.9%
498SOSOUTHERN CO$4.9M0.01%332,218−86.6%
499AIZASSURANT INC$4.9M0.01%+7,590+50.7%
500SMHVANECK ETF TRUST$4.9M0.01%+11,661+1022.0%

Source: SEC EDGAR · accession 0001172661-26-002194. 13F discloses long positions only — shorts, foreign equities, and options are excluded.