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Institutional

DnB Asset Management AS

CIK 0001456670
$28.05B
Reported AUM
1,235
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · DnB Asset Management AS · Q1 2026

AI · grounded in 13F

DnB Asset Management AS increased its position in NOW by 188.69%, the largest share increase of the period. The fund also accumulated shares in ORCL and MRVL, increasing those holdings by 111.93% and 102.20% respectively. Conversely, the fund trimmed its stake in CRM by 82.65%. These moves contributed to a portfolio of 1,235 positions with total AUM of $28.05B.

Portfolio · Q1 2026

MSFT$2.05BNVDA$1.78BAMZN$1.55BGOOGL$1.40BAAPLMETAAVGOVTEAMMAOther$15.30BDA

Top holdings· first 500 of 1235

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMicrosoft Corp$390.54-0.71%-24.89%34.54%$2.05B7.31%HELD
2NVDANvidia Corp$190.01-3.55%13.56%782.99%$1.78B6.36%HELD
3AMZNAmazon.com Inc$226.65-1.82%5.54%30.60%$1.55B5.53%HELD
4GOOGLAlphabet Inc$336.710.90%76.51%132.04%$1.40B4.98%HELD
5AAPLApple Inc$338.19-0.56%67.77%128.17%$1.22B4.35%HELD
6METAMeta Platforms Inc$585.61-1.31%-20.62%57.79%$940.9M3.35%HELD
7AVGOBroadcom Inc$370.32-2.78%31.81%734.42%$760.1M2.71%HELD
8VVisa Inc$368.730.58%9.62%67.02%$603.3M2.15%HELD
9TEAMAtlassian Corp$104.284.30%-45.35%-72.76%$551.3M1.97%HELD
10MAMastercard Inc$563.320.10%1.24%67.59%$547.6M1.95%HELD
11ORCLOracle Corp$117.74-1.85%-50.36%43.97%$414.6M1.48%HELD
12HPQHP Inc$28.410.42%22.16%14.98%$380.4M1.36%HELD
13LLYEli Lilly & Co$1210.02-0.87%61.25%393.83%$313.5M1.12%HELD
14TSLATesla Inc$298.32-2.97%1.59%25.36%$312.7M1.12%HELD
15GOOGAlphabet Inc$335.760.95%75.60%130.67%$307.4M1.10%HELD
16TMUST-Mobile US Inc$181.52-0.48%-22.03%38.53%$293.2M1.05%HELD
17CHKPCheck Point Software Tech LT$139.671.47%-25.94%11.18%$254.4M0.91%HELD
18BACBank of America Corp$61.07-2.48%38.41%67.43%$237.7M0.85%HELD
19JPMJPMorgan Chase & Co$344.71-3.53%25.84%153.16%$225.8M0.81%HELD
20CCitigroup Inc$127.13-4.03%47.53%117.40%$205.1M0.73%HELD
21NOWServiceNow Inc$115.764.65%-36.70%-10.07%$201.7M0.72%HELD
22XOMExxon Mobil Corp$156.752.42%47.33%239.93%$200.6M0.72%HELD
23GSGoldman Sachs Group Inc$980.75-5.09%48.56%180.71%$200.2M0.71%HELD
24MRVLMarvell Technology Inc$163.40-6.34%119.94%172.04%$198.9M0.71%HELD
25JNJJohnson & Johnson$265.53-0.45%64.28%77.25%$177.4M0.63%HELD
26CBChubb Ltd$361.90-0.44%36.16%110.48%$174.7M0.62%HELD
27GEGE Aerospace$350.63-3.56%30.82%446.84%$167.7M0.60%HELD
28QCOMQualcomm Inc$155.68-4.42%7.27%18.23%$163.6M0.58%HELD
29BRK/BBerkshire Hathaway Inc$160.6M0.57%HELD
30BKNGBooking Holdings Inc$201.301.00%-6.71%121.27%$152.7M0.54%HELD
31SPGIS&P Global Inc$419.64-1.11%$149.4M0.53%HELD
32WMTWalmart Inc$114.220.99%$148.6M0.53%HELD
33UNHUnitedHealth Group Inc$420.57-1.92%$145.2M0.52%HELD
34NEENextEra Energy Inc$88.46-0.92%$139.0M0.50%HELD
35PEPPepsiCo Inc$143.500.45%$136.4M0.49%HELD
36ABBVAbbVie Inc$263.300.04%$136.3M0.49%HELD
37HDHome Depot Inc$338.27-1.80%$134.8M0.48%HELD
38NFLXNetflix Inc$73.631.71%$133.7M0.48%HELD
39AMDAdvanced Micro Devices Inc$429.56-5.51%$130.8M0.47%HELD
40CSCOCisco Systems Inc$112.48-2.68%$129.1M0.46%HELD
41WMWaste Management Inc$236.60-1.17%$124.8M0.44%HELD
42EMREmerson Electric Co$145.73-4.01%$121.3M0.43%HELD
43MUMicron Technology Inc$739.00-9.94%$119.2M0.42%HELD
44CVXChevron Corp$191.862.28%$117.1M0.42%HELD
45ISRGIntuitive Surgical Inc$353.10-2.40%$116.2M0.41%HELD
46CCEPCoca-Cola Europacific Partne$111.10-0.31%$108.6M0.39%HELD
47MRKMerck & Co Inc$130.36-1.11%$107.9M0.38%HELD
48COSTCostco Wholesale Corp$974.030.77%$107.3M0.38%HELD
49GEVGE Vernova Inc$900.28-4.57%$106.3M0.38%HELD
50MTCHMatch Group Inc$39.400.31%$105.7M0.38%HELD
51INTCIntel Corp$81.88-5.12%$100.5M0.36%HELD
52PTONPeloton Interactive Inc$6.590.61%$97.3M0.35%HELD
53PGProcter & Gamble Co$146.10-1.87%$97.2M0.35%HELD
54AMATApplied Materials Inc$436.45-8.40%$85.4M0.30%HELD
55CRTOCriteo Sa-Spon Adr$22.637.00%$83.1M0.30%HELD
56ECLEcolab Inc$283.700.28%$80.5M0.29%HELD
57TSMTaiwan Semiconductor-Sp Adr$374.67-4.50%$79.6M0.28%HELD
58IBMInternational Business Machines Corp$226.44-0.49%$77.1M0.28%HELD
59CLColgate-Palmolive Co$93.490.82%$76.2M0.27%HELD
60PBRPetroleo Brasileiro SA ADR$18.592.88%$74.4M0.27%HELD
61DXCMDexcom Inc$75.140.39%$73.7M0.26%HELD
62VZVerizon Communications Inc$47.22-2.01%$73.5M0.26%HELD
63ARWArrow Electronics Inc$204.95-3.05%$72.5M0.26%HELD
64SWKSSkyworks Solutions Inc$61.19-5.40%$72.0M0.26%HELD
65BKRBaker Hughes Co$58.720.44%$70.7M0.25%HELD
66TAT&T Inc$23.94-2.92%$70.7M0.25%HELD
67PLTRPalantir Technologies Inc$123.00-0.43%$70.6M0.25%HELD
68ANETArista Networks Inc$157.97-6.92%$70.5M0.25%HELD
69BMRNBioMarin Pharmaceutical Inc$61.37-1.13%$69.0M0.25%HELD
70DEDeere & Co$610.95-4.52%$68.3M0.24%HELD
71MELIMercadoLibre Inc$1863.310.04%$68.1M0.24%HELD
72ACNAccenture Plc IRELAND$173.175.17%$67.4M0.24%HELD
73CRMSalesforce Inc$188.383.79%$67.2M0.24%HELD
74EQTEQT Corp$52.571.76%$63.7M0.23%HELD
75BIDUBaidu Inc - Spon Adr$105.270.33%$60.3M0.21%HELD
76TJXTJX Cos Inc$161.630.52%$60.2M0.21%HELD
77ABTAbbott Laboratories$108.000.68%$60.0M0.21%HELD
78VRTVertiv Holdings Co$223.04-17.26%$59.8M0.21%HELD
79APPAppLovin Corp$399.46-4.49%$59.6M0.21%HELD
80PHParker-Hannifin Corp$951.07-4.03%$58.2M0.21%HELD
81OTISOtis Worldwide Corp$73.36-0.34%$58.0M0.21%HELD
82TXNTexas Instruments Inc$271.30-2.08%$57.6M0.21%HELD
83MOSMosaic Co$22.62-1.99%$57.5M0.20%HELD
84LINLinde PLC$511.170.00%$56.8M0.20%HELD
85LRCXLam Research Corp$252.35-6.40%$56.7M0.20%HELD
86TMOThermo Fisher Scientific Inc$576.460.01%$56.0M0.20%HELD
87PFEPfizer Inc$25.15-0.40%$55.2M0.20%HELD
88APHAmphenol Corp$150.314.49%$54.5M0.19%HELD
89WMT2Wells Fargo & Co$54.2M0.19%HELD
90COPConocoPhillips$118.063.47%$54.1M0.19%HELD
91DISWalt Disney Co$98.48-0.41%$53.1M0.19%HELD
92SOSouthern Co$96.05-0.75%$52.8M0.19%HELD
93MSMorgan Stanley$203.13-3.99%$51.5M0.18%HELD
94MCDMcDonald's Corp$271.52-0.55%$50.2M0.18%HELD
95DECKDeckers Outdoor Corp$103.54-0.37%$47.9M0.17%HELD
96VRTXVertex Pharmaceuticals Inc$483.33-1.44%$47.9M0.17%HELD
97BMYBristol-Myers Squibb Co$63.10-0.79%$47.6M0.17%HELD
98ETNEaton Corp PLC$361.88-6.31%$45.6M0.16%HELD
99UNPUnion Pacific Corp$292.19-0.77%$45.4M0.16%HELD
100STTState Street Corp$176.04-3.58%$44.9M0.16%HELD
101ETREntergy Corp$44.7M0.16%HELD
102CEGConstellation Energy Corp$44.6M0.16%HELD
103BURLBurlington Stores Inc$44.4M0.16%HELD
104MMM3M Co$44.1M0.16%HELD
105HIGHartford Insurance Group Inc$43.1M0.15%HELD
106AMGNAmgen Inc$42.9M0.15%HELD
107KLACKLA Corp$42.5M0.15%HELD
108ITWIllinois Tool Works Inc$42.1M0.15%HELD
109NIQNIQ Global Intelligence PLC$41.6M0.15%HELD
110ONON Semiconductor Corp$41.6M0.15%HELD
111DDominion Energy Inc$41.3M0.15%HELD
112APOApollo Global Management Inc$41.0M0.15%HELD
113WELLWelltower Inc$39.5M0.14%HELD
114ADTNADTRAN Holdings Inc$39.3M0.14%HELD
115SBUXStarbucks Corp$39.2M0.14%HELD
116HWMHowmet Aerospace Inc$38.7M0.14%HELD
117DARDarling Ingredients Inc$38.3M0.14%HELD
118GILDGilead Sciences Inc$38.1M0.14%HELD
119FASTFastenal Co$37.3M0.13%HELD
120AXPAmerican Express Co$37.3M0.13%HELD
121PEGPublic Service Enterprise Group Inc$37.2M0.13%HELD
122TDGTransDigm Group Inc$36.5M0.13%HELD
123CVSCVS Health Corp$36.4M0.13%HELD
124MDLZMondelez International Inc$36.2M0.13%HELD
125FDXFedEx Corp$36.0M0.13%HELD
126MCKMcKesson Corp$36.0M0.13%HELD
127ADIAnalog Devices Inc$35.3M0.13%HELD
128PCARPaccar Inc$35.0M0.12%HELD
129UPSUnited Parcel Service Inc$35.0M0.12%HELD
130CMICummins Inc$34.5M0.12%HELD
131SCHWCharles Schwab Corp$34.4M0.12%HELD
132UBERUber Technologies Inc$34.3M0.12%HELD
133REGNRegeneron Pharmaceuticals Inc$33.5M0.12%HELD
134EQIXEquinix Inc$33.4M0.12%HELD
135CMECME Group Inc$33.2M0.12%HELD
136BSXBoston Scientific Corp$33.1M0.12%HELD
137GLWCorning Inc$32.9M0.12%HELD
138ADPAutomatic Data Processing Inc$32.7M0.12%HELD
139QUREQuanta Services Inc$32.5M0.12%HELD
140CRUSCirrus Logic Inc$31.8M0.11%HELD
141BLKBlackrock Inc$31.1M0.11%HELD
142CRHCRH PLC$30.9M0.11%HELD
143PCGPG&E Corp$30.7M0.11%HELD
144CTASCintas Corp$30.4M0.11%HELD
145TTTrane Technologies Plc$29.7M0.11%HELD
146MPWRMonolithic Power Systems Inc$28.5M0.10%HELD
147WMBWilliams Cos Inc$28.4M0.10%HELD
148NEMNewmont Corp$28.4M0.10%HELD
149PANWPalo Alto Networks Inc$28.4M0.10%HELD
150SDRLSeadrill Ltd$28.2M0.10%HELD
151LOWLowe's Cos Inc$28.1M0.10%HELD
152EIXEdison International$27.9M0.10%HELD
153BXBlackstone Inc$27.8M0.10%HELD
154PLDPrologis Inc$27.5M0.10%HELD
155INTUIntuit Inc$27.2M0.10%HELD
156EDConsolidated Edison Inc$26.7M0.10%HELD
157KRKroger Co$26.5M0.09%HELD
158SRESempra$26.5M0.09%HELD
159CWCurtiss-Wright Corp$26.5M0.09%HELD
160EXCExelon Corp$26.3M0.09%HELD
161DHRDanaher Corp$26.3M0.09%HELD
162JCIJOHNSON CTLS INTL PLC$25.7M0.09%HELD
163COFCapital One Financial Corp$25.6M0.09%HELD
164DDOGDatadog Inc$25.6M0.09%HELD
165PGRProgressive Corp$25.5M0.09%HELD
166SYKStryker Corp$24.7M0.09%HELD
167FFord Motor Co$24.6M0.09%HELD
168NUNU Holdings Ltd/Cayman Islands$24.1M0.09%HELD
169CMCSAComcast Corp$23.9M0.09%HELD
170MDTMedtronic Plc$23.4M0.08%HELD
171EWEdwards Lifesciences Corp$23.1M0.08%HELD
172AMRCAmeresco Inc$23.0M0.08%HELD
173WABWestinghouse Air Brake Technologies Corp$22.9M0.08%HELD
174ICEIntercontinental Exchange Inc$22.8M0.08%HELD
175ADBEAdobe Inc$22.8M0.08%HELD
176SHWSherwin-Williams Co$22.4M0.08%HELD
177MRSHMarsh & McLennan Cos Inc$22.3M0.08%HELD
178CRWDCrowdstrike Holdings Inc$21.5M0.08%HELD
179HUBBHubbell Inc$21.2M0.08%HELD
180KKRKKR & Co Inc$21.1M0.08%HELD
181CFGCitizens Financial Group Inc$21.0M0.07%HELD
182ORealty Income Corp$20.4M0.07%HELD
183SPOTSpotify Technology SA$20.4M0.07%HELD
184DLRDigital Realty Trust Inc$20.1M0.07%HELD
185WDCWestern Digital Corp$19.9M0.07%HELD
186LITELumentum Holdings Inc$19.4M0.07%HELD
187ELVElevance Health Inc$19.3M0.07%HELD
188ITRIItron Inc$19.1M0.07%HELD
189FERGFerguson Enterprises Inc$19.0M0.07%HELD
190OXYOccidental Petroleum Corp$19.0M0.07%HELD
191MBLYMobileye Global Inc$18.8M0.07%HELD
192BDXBecton Dickinson & Co$18.8M0.07%HELD
193NBIXNeurocrine Biosciences Inc$18.6M0.07%HELD
194ORLYO'Reilly Automotive Inc$18.5M0.07%HELD
195BORRBorr Drilling Ltd$18.5M0.07%HELD
196STXSeagate Technology HLDNGS PL$18.3M0.07%HELD
197BKBank of New York Mellon Corp$18.3M0.07%HELD
198EOGEOG Resources Inc$18.1M0.06%HELD
199TDYTeledyne Technologies Inc$18.0M0.06%HELD
200AIGAmerican International Group Inc$17.8M0.06%HELD
201CSXCSX Corp$17.8M0.06%HELD
202PNCPNC Financial Services Group Inc$17.8M0.06%HELD
203USBUS Bancorp$17.8M0.06%HELD
204FSLRFirst Solar Inc$17.7M0.06%HELD
205SLBSLB Ltd$17.7M0.06%HELD
206RSGRepublic Services Inc$17.7M0.06%HELD
207AMTAmerican Tower Corp$17.6M0.06%HELD
208TGTTarget Corp$17.6M0.06%HELD
209CTSHCognizant Technology Solutions Corp$17.5M0.06%HELD
210KDPKeurig Dr Pepper Inc$17.4M0.06%HELD
211ADMArcher-Daniels-Midland Co$17.4M0.06%HELD
212AMEAMETEK Inc$17.3M0.06%HELD
213VLOValero Energy Corp$17.2M0.06%HELD
214SBLKStar Bulk Carriers Corp$17.1M0.06%HELD
215SATSEchoStar Corp$17.0M0.06%HELD
216MPCMarathon Petroleum Corp$17.0M0.06%HELD
217PSXPhillips 66$16.9M0.06%HELD
218CDNSCadence Design Systems Inc$16.7M0.06%HELD
219SNPSSynopsys Inc$16.6M0.06%HELD
220ROLRollins Inc$16.5M0.06%HELD
221MNSTMonster Beverage Corp$16.2M0.06%HELD
222HCAHCA Healthcare Inc$16.0M0.06%HELD
223MCOMoody's Corp$16.0M0.06%HELD
224EWBCEast West Bancorp Inc$15.9M0.06%HELD
225GWWWW Grainger Inc$15.9M0.06%HELD
226APDAir Products and Chemicals Inc$15.9M0.06%HELD
227VSTVistra Corp$15.6M0.06%HELD
228MARMarriott International Inc$15.6M0.06%HELD
229FIXComfort Systems USA Inc$15.6M0.06%HELD
230WALWestern Alliance Bancorp$15.5M0.06%HELD
231KMIKinder Morgan Inc$15.5M0.06%HELD
232OMCOmnicom Group Inc$15.4M0.06%HELD
233SNASnap-on Inc$15.4M0.05%HELD
234GMGeneral Motors Co$15.3M0.05%HELD
235AXSMAxsome Therapeutics Inc$15.2M0.05%HELD
236RCLRoyal Caribbean Group$15.2M0.05%HELD
237XYLXylem Inc/NY$15.1M0.05%HELD
238CFCF Industries Holdings Inc$15.1M0.05%HELD
239URIUnited Rentals Inc$15.1M0.05%HELD
240IQVIQVIA Holdings Inc$15.1M0.05%HELD
241CICigna Group$15.0M0.05%HELD
242NSCNorfolk Southern Corp$15.0M0.05%HELD
243HLTHilton Worldwide Holdings Inc$14.9M0.05%HELD
244ROSTRoss Stores Inc$14.9M0.05%HELD
245TRVTravelers Cos Inc$14.8M0.05%HELD
246PODDInsulet Corp$14.5M0.05%HELD
247VISTVista Energy SAB de CV$14.4M0.05%HELD
248AONAon PLC$14.4M0.05%HELD
249ODFLOld Dominion Freight Line Inc$14.2M0.05%HELD
250NETCloudflare Inc$14.1M0.05%HELD
251TELTE Connectivity Plc$14.0M0.05%HELD
252LNGCheniere Energy Inc$13.9M0.05%HELD
253CTVACorteva Inc$13.8M0.05%HELD
254CARRCarrier Global Corp$13.8M0.05%HELD
255WBDWarner Bros Discovery Inc$13.8M0.05%HELD
256SPGSimon Property Group Inc$13.7M0.05%HELD
257NKENIKE Inc$13.6M0.05%HELD
258STNGScorpio Tankers Inc$13.4M0.05%HELD
259ROKRockwell Automation Inc$13.4M0.05%HELD
260OKEONEOK Inc$13.2M0.05%HELD
261IRIngersoll Rand Inc$13.2M0.05%HELD
262CMSCMS Energy Corp$13.1M0.05%HELD
263AFLAflac Inc$13.0M0.05%HELD
264ENPHEnphase Energy Inc$12.9M0.05%HELD
265TSNTyson Foods Inc$12.8M0.05%HELD
266CORCencora Inc$12.7M0.05%HELD
267TFCTruist Financial Corp$12.7M0.05%HELD
268DASHDoorDash Inc$12.4M0.04%HELD
269TRGPTarga Resources Corp$12.4M0.04%HELD
270ARESAres Management Corp$12.4M0.04%HELD
271AJGArthur J Gallagher & Co$12.3M0.04%HELD
272AXONAxon Enterprise Inc$12.2M0.04%HELD
273DRIDarden Restaurants Inc$12.1M0.04%HELD
274SOLSSolstice Advanced Materials Inc$12.0M0.04%HELD
275ALLAllstate Corp$12.0M0.04%HELD
276ADSKAutodesk Inc$11.9M0.04%HELD
277ABNBAirbnb Inc$11.9M0.04%HELD
278AZOAutoZone Inc$11.9M0.04%HELD
279CIENCiena Corp$11.7M0.04%HELD
280FTNTFortinet Inc$11.7M0.04%HELD
281RKLBRocket Lab Corp$11.6M0.04%HELD
282ZTSZoetis Inc$11.5M0.04%HELD
283CNMCore & Main Inc$11.5M0.04%HELD
284CGCarlyle Group Inc$11.4M0.04%HELD
285BEBloom Energy Corp$11.1M0.04%HELD
286HOODRobinhood Markets Inc$11.0M0.04%HELD
287DELLDell Technologies Inc$11.0M0.04%HELD
288KEYSKeysight Technologies Inc$10.9M0.04%HELD
289COINCoinbase Global Inc$10.9M0.04%HELD
290JBHTJB Hunt Transport Services Inc$10.9M0.04%HELD
291SNOWSnowflake Inc$10.8M0.04%HELD
292KHCKraft Heinz Co$10.8M0.04%HELD
293WCNWaste Connections Inc$10.7M0.04%HELD
294MCHPMicrochip Technology Inc$10.6M0.04%HELD
295EMEEMCOR Group Inc$10.6M0.04%HELD
296XENEXenon Pharmaceuticals Inc$10.5M0.04%HELD
297CAHCardinal Health Inc$10.4M0.04%HELD
298ALNYAlnylam Pharmaceuticals Inc$10.4M0.04%HELD
299ASTSAST SpaceMobile Inc$10.3M0.04%HELD
300NXPINxp Semiconductors Nv$10.3M0.04%HELD
301TERTeradyne Inc$10.3M0.04%HELD
302RUNSunrun Inc$10.2M0.04%HELD
303EAElectronic Arts Inc$10.1M0.04%HELD
304DOWDow Inc$10.0M0.04%HELD
305MASMasco Corp$9.9M0.04%HELD
306SNDKSandisk Corp/DE$9.8M0.04%HELD
307ATKRAtkore Inc$9.8M0.03%HELD
308LHLabcorp Holdings Inc$9.8M0.03%HELD
309IDXXIDEXX Laboratories Inc$9.7M0.03%HELD
310YUMYum! Brands Inc$9.4M0.03%HELD
311HSYHershey Co$9.4M0.03%HELD
312WYWeyerhaeuser Co$9.4M0.03%HELD
313SUISun Communities Inc$9.3M0.03%HELD
314IRMIron Mountain Inc$9.3M0.03%HELD
315IPInternational Paper Co$9.3M0.03%HELD
316AMPAmeriprise Financial Inc$9.2M0.03%HELD
317HUMHumana Inc$9.2M0.03%HELD
318EBAYeBay Inc$9.2M0.03%HELD
319PDDPDD Holdings Inc$9.1M0.03%HELD
320NUENucor Corp$9.1M0.03%HELD
321METMetLife Inc$9.0M0.03%HELD
322CVNACarvana Co$9.0M0.03%HELD
323DOVDover Corp$9.0M0.03%HELD
324PSAPublic Storage$8.9M0.03%HELD
325CMGChipotle Mexican Grill Inc$8.8M0.03%HELD
326HPEHewlett Packard Enterprise Co$8.8M0.03%HELD
327ATOAtmos Energy Corp$8.8M0.03%HELD
328FITBFifth Third Bancorp$8.7M0.03%HELD
329INSMInsmed Inc$8.7M0.03%HELD
330PYPLPayPal Holdings Inc$8.7M0.03%HELD
331ROPRoper Technologies Inc$8.6M0.03%HELD
332CBRECBRE Group Inc$8.6M0.03%HELD
333CNPCenterPoint Energy Inc$8.5M0.03%HELD
334VMCVulcan Materials Co$8.5M0.03%HELD
335MLMMartin Marietta Materials Inc$8.5M0.03%HELD
336AWKAmerican Water Works Co Inc$8.5M0.03%HELD
337PAYXPaychex Inc$8.5M0.03%HELD
338NDAQNasdaq Inc$8.4M0.03%HELD
339MSCIMSCI Inc$8.4M0.03%HELD
340GRMNGarmin Ltd$8.3M0.03%HELD
341FANGDiamondback Energy Inc$8.2M0.03%HELD
342VTRVentas Inc$8.1M0.03%HELD
343EXEExpand Energy Corporation$8.1M0.03%HELD
344ACGLArch Capital Group Ltd$8.1M0.03%HELD
345IEXIDEX Corp$8.0M0.03%HELD
346COHRCoherent Corp$7.9M0.03%HELD
347FTAIFTAI Aviation Ltd$7.8M0.03%HELD
348NXTNextpower Inc$7.8M0.03%HELD
349NLYAnnaly Capital Management Inc$7.7M0.03%HELD
350ESEversource Energy$7.6M0.03%HELD
351PNWPinnacle West Capital Corp$7.6M0.03%HELD
352TLNTalen Energy Corp$7.6M0.03%HELD
353VLTOVeralto Corp$7.6M0.03%HELD
354TTWOTake-Two Interactive Software Inc$7.5M0.03%HELD
355CPRTCopart Inc$7.5M0.03%HELD
356DHIDR Horton Inc$7.5M0.03%HELD
357CCICrown Castle Inc$7.5M0.03%HELD
358PRUPrudential Financial Inc$7.5M0.03%HELD
359AERAerCap Holdings NV$7.4M0.03%HELD
360HALHalliburton Co$7.4M0.03%HELD
361THCTenet Healthcare Corp$7.3M0.03%HELD
362KVUEKenvue Inc$7.3M0.03%HELD
363GGGGraco Inc$7.3M0.03%HELD
364RMDResMed Inc$7.2M0.03%HELD
365SYYSysco Corp$7.2M0.03%HELD
366MSTRStrategy Inc$7.1M0.03%HELD
367TEVATeva Pharmaceutical-Sp Adr$7.0M0.03%HELD
368MTBM&T Bank Corp$7.0M0.03%HELD
369RBLXRoblox Corp$7.0M0.02%HELD
370AMRZAmrize Ltd$7.0M0.02%HELD
371AAgilent Technologies Inc$6.9M0.02%HELD
372GRABGrab Holdings Ltd$6.8M0.02%HELD
373KMBKimberly-Clark Corp$6.8M0.02%HELD
374XYZBlock Inc$6.8M0.02%HELD
375CNCCentene Corp$6.8M0.02%HELD
376DVNDevon Energy Corp$6.8M0.02%HELD
377GEHCGE HealthCare Technologies Inc$6.7M0.02%HELD
378ICLRICON Plc$6.7M0.02%HELD
379CBOECboe Global Markets Inc$6.7M0.02%HELD
380SESea Ltd$6.7M0.02%HELD
381NINiSource Inc$6.6M0.02%HELD
382HBANHuntington Bancshares Inc/OH$6.6M0.02%HELD
383VRSKVerisk Analytics Inc$6.5M0.02%HELD
384STZConstellation Brands Inc$6.5M0.02%HELD
385GMEDGlobus Medical Inc$6.4M0.02%HELD
386FISVFiserv Inc$6.4M0.02%HELD
387BBYBest Buy Co Inc$6.4M0.02%HELD
388RBCRBC Bearings Inc.$6.3M0.02%HELD
389TPLTexas Pacific Land Corp$6.2M0.02%HELD
390IRONDisc Medicine Inc$6.2M0.02%HELD
391TPRTapestry Inc$6.2M0.02%HELD
392WATWaters Corp$6.1M0.02%HELD
393FNFFidelity National Financial Inc$6.1M0.02%HELD
394JBLJabil Inc$6.1M0.02%HELD
395CTRACoterra Energy Inc$6.1M0.02%HELD
396IBKRInteractive Brokers Group Inc$6.1M0.02%HELD
397VICIVICI Properties Inc$6.1M0.02%HELD
398GISGeneral Mills Inc$6.1M0.02%HELD
399FTVFortive Corp$6.1M0.02%HELD
400WDAYWorkday Inc$6.0M0.02%HELD
401CCL1EURCarnival Corp$6.0M0.02%HELD
402EXRExtra Space Storage Inc$5.9M0.02%HELD
403WTWWillis Towers Watson PLC LTD$5.9M0.02%HELD
404DOCHealthpeak Properties Inc$5.9M0.02%HELD
405EOSEEos Energy Enterprises Inc$5.9M0.02%HELD
406NTRSNorthern Trust Corp$5.9M0.02%HELD
407MOG/AMoog Inc$5.8M0.02%HELD
408ALBAlbemarle Corp$5.8M0.02%HELD
409RJFRaymond James Financial Inc$5.7M0.02%HELD
410VEEVVeeva Systems Inc$5.7M0.02%HELD
411BIIBBiogen Inc$5.7M0.02%HELD
412STLDSteel Dynamics Inc$5.7M0.02%HELD
413PNRPentair PLC$5.7M0.02%HELD
414DGDollar General Corp$5.7M0.02%HELD
415MTDMettler-Toledo International Inc$5.6M0.02%HELD
416FPSForgent Power Solutions, Inc$5.6M0.02%HELD
417PPGPPG Industries Inc$5.6M0.02%HELD
418NBISNebius Group N.V.$5.6M0.02%HELD
419CASYCasey's General Stores Inc$5.6M0.02%HELD
420EXPEExpedia Group Inc$5.5M0.02%HELD
421BAPCredicorp Ltd$5.5M0.02%HELD
422FICOFair Isaac Corp$5.4M0.02%HELD
423LYVLive Nation Entertainment Inc$5.4M0.02%HELD
424QQnity Electronics Inc$5.4M0.02%HELD
425MKLMarkel Group Inc$5.4M0.02%HELD
426SYFSynchrony Financial$5.4M0.02%HELD
427EFXEquifax Inc$5.4M0.02%HELD
428NTRANatera Inc$5.3M0.02%HELD
429FISFidelity National Information Services Inc$5.3M0.02%HELD
430FFIVF5 Inc$5.3M0.02%HELD
431CINFCincinnati Financial Corp$5.3M0.02%HELD
432AVBAvalonBay Communities Inc$5.2M0.02%HELD
433ULTAUlta Beauty Inc$5.2M0.02%HELD
434UECUranium Energy Corp$5.2M0.02%HELD
435UTHRUnited Therapeutics Corp$5.1M0.02%HELD
436CHDChurch & Dwight Co Inc$5.1M0.02%HELD
437GKOSGlaukos Corp$5.0M0.02%HELD
438TSCOTractor Supply Co$5.0M0.02%HELD
439BGBunge Global SA$5.0M0.02%HELD
440FLEXFlex Ltd$5.0M0.02%HELD
441RIVNRivian Automotive Inc$5.0M0.02%HELD
442VRSNVeriSign Inc$5.0M0.02%HELD
443LPLALPL Financial Holdings Inc$5.0M0.02%HELD
444RFRegions Financial Corp$4.9M0.02%HELD
445HEI/AHEICO Corp$4.9M0.02%HELD
446SWSmurfit Westrock Plc$4.9M0.02%HELD
447SOFISoFi Technologies Inc$4.9M0.02%HELD
448CHRWCH Robinson Worldwide Inc$4.9M0.02%HELD
449LYBLyondellbasell Industries NV$4.8M0.02%HELD
450BRBroadridge Financial Solutions Inc$4.8M0.02%HELD
451LIILennox International Inc$4.7M0.02%HELD
452HRLHormel Foods Corp$4.7M0.02%HELD
453WSMWilliams-Sonoma Inc$4.6M0.02%HELD
454PHMPulteGroup Inc$4.6M0.02%HELD
455TRMBTrimble Inc$4.6M0.02%HELD
456DGXQuest Diagnostics Inc$4.6M0.02%HELD
457FTITechnipFMC PLC$4.6M0.02%HELD
458EQREquity Residential$4.6M0.02%HELD
459PKGPackaging Corp of America$4.5M0.02%HELD
460ACMAECOM$4.5M0.02%HELD
461CSLCarlisle Cos Inc$4.5M0.02%HELD
462AURAurora Innovation Inc$4.5M0.02%HELD
463DDDuPont de Nemours Inc$4.5M0.02%HELD
464IFFInternational Flavors & Fragrances Inc$4.4M0.02%HELD
465ZNGAZoom Communications Inc$4.4M0.02%HELD
466RPRXRoyalty Pharma PLC$4.4M0.02%HELD
467FWONKLiberty Media Corp-Liberty Formula One$4.4M0.02%HELD
468NTAPNetApp Inc$4.4M0.02%HELD
469NDSNNordson Corp$4.3M0.02%HELD
470STESteris plc$4.3M0.02%HELD
471BRKRBruker Corp$4.3M0.02%HELD
472MDBMongoDB Inc$4.3M0.02%HELD
473EXPDExpeditors International of Washington Inc$4.3M0.02%HELD
474TWLOTwilio Inc$4.2M0.02%HELD
475DLTRDollar Tree Inc$4.2M0.02%HELD
476CPAYCorpay Inc$4.2M0.02%HELD
477AMCRAmcor PLC$4.2M0.02%HELD
478CDECoeur Mining Inc$4.2M0.02%HELD
479TROWT Rowe Price Group Inc$4.1M0.01%HELD
480BROBrown & Brown Inc$4.1M0.01%HELD
481ILMNIllumina Inc$4.0M0.01%HELD
482WRBW R Berkley Corp$4.0M0.01%HELD
483PFGPrincipal Financial Group Inc$4.0M0.01%HELD
484ALLEAllegion PLC$4.0M0.01%HELD
485PEVERPURE INC$4.0M0.01%HELD
486RSReliance Inc$4.0M0.01%HELD
487CRWVCoreWeave Inc$3.9M0.01%HELD
488KEYKeyCorp$3.9M0.01%HELD
489CHTRCharter Communications Inc$3.9M0.01%HELD
490LLoews Corp$3.8M0.01%HELD
491SBACSBA Communications Corp$3.8M0.01%HELD
492WSOWatsco Inc$3.8M0.01%HELD
493USFDUS Foods Holding Corp$3.8M0.01%HELD
494BALLBall Corp$3.7M0.01%HELD
495SCCOSouthern Copper Corp$3.7M0.01%HELD
496ENTGEntegris Inc$3.7M0.01%HELD
497LENLennar Corp$3.7M0.01%HELD
498ESSEssex Property Trust Inc$3.7M0.01%HELD
499WSTWest Pharmaceutical Services Inc$3.7M0.01%HELD
500PTCPTC Inc$3.7M0.01%HELD

Source: SEC EDGAR · accession 0000912282-26-000720. 13F discloses long positions only — shorts, foreign equities, and options are excluded.