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Institutional

Eurizon Capital SGR S.p.A.

CIK 0002107286
$32.02B
Reported AUM
1,193
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Eurizon Capital SGR S.p.A. · Q1 2026

AI · grounded in 13F

Eurizon Capital SGR S.p.A. established a new position in V worth $355.2M. The fund also opened new stakes in WMT for $276.7M and NXPI for $194.9M. On the sell side, the fund trimmed its holdings in BK by 78.4% and reduced its position in LLY by 16.6%.

Portfolio · Q1 2026

NVDA$2.47BAAPL$1.63BMSFTAMZNGOOGAVGOGOOGLOther$20.22BES

Top holdings· first 500 of 1193

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%$2.47B7.72%+336,048+2.4%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.63B5.11%856,862−11.7%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.55B4.84%12,915−0.3%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.02B3.19%480,899−8.9%
5GOOGALPHABET INC$365.76-0.95%109.82%172.71%$916.5M2.86%22,305−0.7%
6AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$827.0M2.58%125,588−4.5%
7GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$702.6M2.19%117,262−4.5%
8METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$613.6M1.92%+105,190+10.7%
9TSLATESLA INC$391.00-6.56%32.48%70.69%$559.3M1.75%+47,626+3.3%
10JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$455.8M1.42%56,406−2.9%
11LLYELI LILLY & CO$1131.420.55%48.00%387.10%$403.0M1.26%87,681−16.6%
12VVISA INC$323.571.06%-11.91%36.33%$355.2M1.11%+1,176,374NEW
13BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$348.2M1.09%+455,818+6.8%
14MRKMERCK & CO INC$120.790.44%58.51%82.35%$338.5M1.06%+311,350+12.4%
15ABBVABBVIE INC$227.231.02%23.60%135.68%$324.7M1.01%55,958−3.6%
16KOCOCA COLA CO$79.483.46%14.62%60.54%$324.1M1.01%+521,653+14.0%
17LOWLOWES COS INC$210.741.55%-4.61%20.25%$304.9M0.95%+14,822+1.2%
18KLACKLA CORP$1929.20-9.47%140.30%482.93%$299.5M0.94%5,261−2.5%
19WMTWALMART INC$118.880.97%22.99%166.67%$276.7M0.86%+2,227,049NEW
20INTCINTEL CORP$99.17-11.28%394.37%101.73%$252.8M0.79%+444,618+8.2%
21CCITIGROUP INC$132.47-1.98%73.11%132.92%$249.6M0.78%325,728−12.8%
22CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$242.9M0.76%+36,922+11.9%
23LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$228.6M0.71%218,500−16.8%
24HONHONEYWELL INTL INC$213.97-1.69%1.40%7.72%$224.9M0.70%273,902−21.6%
25COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$211.8M0.66%+230,070+16.8%
26TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$204.8M0.64%7,946−1.9%
27JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$202.7M0.63%172,407−19.9%
28FITBFIFTH THIRD BANCORP$52.010.41%36.71%71.60%$199.5M0.62%+3,955,099+1038.5%
29NXPINXP SEMICONDUCTORS N V$295.96-8.15%45.22%56.38%$194.9M0.61%+996,976NEW
30BRK/BBERKSHIRE HATHAWAY INC DEL$187.4M0.59%111,863−22.2%
31PMPHILIP MORRIS INTL INC$178.291.89%$186.4M0.58%+522,315+86.4%
32AMDADVANCED MICRO DEVICES INC$466.38-10.86%$181.9M0.57%296,000−24.7%
33PHPARKER-HANNIFIN CORP$882.341.16%$176.8M0.55%11,281−5.4%
34CMECME GROUP INC$257.400.52%$176.6M0.55%+538,157+934.7%
35JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%$175.1M0.55%+1,347,018NEW
36PCGPG&E CORP$17.111.72%$171.4M0.54%+136,553+1.4%
37MUMICRON TECHNOLOGY INC$864.01-13.25%$168.6M0.53%37,864−6.9%
38NFLXNETFLIX INC.$82.180.76%$167.6M0.52%+267,019+17.9%
39BKNGBOOKING HOLDINGS INC$165.84-0.99%$167.1M0.52%+598+1.5%
40PGRPROGRESSIVE CORP$204.024.42%$166.1M0.52%+19,527+2.4%
41ROSTROSS STORES INC$230.37-1.15%$164.4M0.51%370,068−32.6%
42GEVGE VERNOVA INC$933.61-3.09%$157.6M0.49%7,523−3.9%
43IFFINTERNATIONAL FLAVORS&FRAGRA$73.01-0.30%$155.0M0.48%993,663−31.7%
44UNHUNITEDHEALTH GROUP INC$399.470.76%$149.2M0.47%10,509−1.9%
45LINLINDE PLC$507.900.09%$147.6M0.46%+297,253NEW
46PANWPALO ALTO NETWORKS INC$272.05-2.58%$145.7M0.45%+20,553+2.3%
47MCDMCDONALDS CORP$279.842.61%$145.1M0.45%+41,586+9.8%
48PGPROCTER & GAMBLE CO$146.544.09%$144.1M0.45%+5,655+0.6%
49BKRBAKER HUGHES COMPANY$62.59-5.32%$141.9M0.44%837,367−26.5%
50COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$141.0M0.44%+84,912+150.5%
51NOWSERVICENOW INC$112.45-5.79%$140.9M0.44%72,361−5.1%
52HDHOME DEPOT INC$310.780.27%$135.2M0.42%30,686−6.9%
53RSGREPUBLIC SVCS INC$210.041.02%$135.2M0.42%+550,047+856.1%
54CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$131.9M0.41%+122,860+56.6%
55NTRSNORTHERN TR CORP$170.47-1.50%$130.1M0.41%+11,174+1.2%
56CSCOCISCO SYS INC$121.64-6.43%$128.8M0.40%239,207−12.6%
57XOMEXXON MOBIL CORP$149.92-1.39%$125.5M0.39%58,881−7.4%
58SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$125.3M0.39%+259,348NEW
59ORCLORACLE CORP$213.68-9.59%$123.5M0.39%+4,745+0.6%
60ADIANALOG DEVICES INC$401.39-6.38%$122.9M0.38%52,310−11.9%
61ISRGINTUITIVE SURGICAL INC$422.060.77%$122.3M0.38%+39,165+17.3%
62DISDISNEY WALT CO$99.710.37%$119.2M0.37%287,524−18.8%
63NSCNORFOLK SOUTHN CORP$313.452.04%$117.7M0.37%136,951−25.0%
64ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$116.4M0.36%575,429−43.8%
65PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$115.0M0.36%+235,375+42.1%
66GILDGILEAD SCIENCES INC$129.16-0.02%$109.4M0.34%169,239−17.7%
67TXNTEXAS INSTRS INC$285.06-6.65%$109.0M0.34%41,037−6.8%
68ARANTERO RESOURCES CORP$35.56-4.15%$107.8M0.34%+812,998+47.8%
69NOCNORTHROP GRUMMAN CORP$544.40-0.14%$105.7M0.33%+49,616+47.1%
70TMUST-MOBILE US INC$178.100.61%$103.7M0.32%48,279−9.0%
71CVXCHEVRON CORPORATION$187.31-0.55%$100.9M0.32%+11,499+2.4%
72KMIKINDER MORGAN INC DEL$31.68-0.06%$98.8M0.31%162,049−5.2%
73ROKROCKWELL AUTOMATION INC$446.71-3.36%$98.3M0.31%124,154−31.0%
74IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$97.7M0.31%+23,241+6.1%
75AMGNAMGEN INC$349.581.15%$94.8M0.30%+4,589+1.7%
76AMATAPPLIED MATLS INC$453.01-9.71%$88.7M0.28%86,330−24.9%
77COHRCOHERENT CORP$376.99-10.64%$87.0M0.27%+370,105+13717.8%
78VZVERIZON COMMUNICATIONS INC$45.371.11%$86.4M0.27%3,614,837−67.8%
79DDDUPONT DE NEMOURS INC$46.85-1.68%$86.2M0.27%1,348,140−41.6%
80BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$84.8M0.26%+50,550+3.9%
81NEMNEWMONT CORP$99.71-7.96%$84.5M0.26%+92,712+13.4%
82GEGE AEROSPACE$328.000.11%$84.1M0.26%+22,525+8.1%
83MAMASTERCARD INCORPORATED$491.081.93%$82.1M0.26%17,007−9.4%
84ABTABBOTT LABORATORIES$91.070.32%$80.3M0.25%+42,575+5.8%
85BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$80.2M0.25%203,524−13.3%
86SNSHARKNINJA INC$119.82-2.96%$76.0M0.24%+730,617NEW
87MSMORGAN STANLEY$211.93-2.90%$76.0M0.24%66,303−12.5%
88FEFIRSTENERGY CORP$46.421.71%$74.8M0.23%1,269,592−46.2%
89RACEFERRARI N V$346.99-0.84%$73.7M0.23%+218,642NEW
90CCKCROWN HLDGS INC$93.380.34%$73.7M0.23%+497,412+207.3%
91QCOMQUALCOMM INC$215.94-10.98%$73.6M0.23%74,366−11.5%
92AEPAMERICAN ELEC PWR CO INC$129.141.06%$73.2M0.23%+508,697+1040.5%
93MDTMEDTRONIC PLC$81.67-0.32%$72.4M0.23%+836,290NEW
94METMETLIFE INC$84.491.23%$71.3M0.22%+5,737+0.6%
95ETNEATON CORP PLC$395.94-5.42%$70.9M0.22%+199,191NEW
96AWKAMERICAN WTR WKS CO INC NEW$124.471.82%$70.8M0.22%15,009−2.8%
97MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$68.0M0.21%552,870−44.1%
98DELLDELL TECHNOLOGIES INC$394.39-6.55%$67.0M0.21%+185,916+84.1%
99MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$64.9M0.20%134,929−47.4%
100CBCHUBB LTD SWITZ$326.273.74%$64.9M0.20%+198,886NEW
101DEDEERE & CO$63.7M0.20%+4,444+4.1%
102TJXTJX COS INC NEW$62.6M0.20%32,035−7.5%
103BLKBLACKROCK INC$62.3M0.19%9,885−13.2%
104CTVACORTEVA INC$61.4M0.19%+29,331+4.2%
105PEPPEPSICO INC$61.1M0.19%39,786−9.2%
106CWKCUSHMAN AND WAKEFIELD LTD$60.9M0.19%+4,989,906NEW
107TELTE CONNECTIVITY PLC$60.5M0.19%+290,019NEW
108JLLJONES LANG LASALLE INC$60.5M0.19%192,984−49.2%
109COFCAPITAL ONE FINL CORP$60.3M0.19%46,978−12.4%
110DASHDOORDASH INC$59.7M0.19%+14,697+3.8%
111CRMSALESFORCE INC$59.4M0.19%119,397−27.3%
112AXPAMERICAN EXPRESS CO$58.9M0.18%2,284−1.2%
113USBUS BANCORP$58.3M0.18%+25,719+2.3%
114EOGEOG RES INC$57.4M0.18%497−0.1%
115UBERUBER TECHNOLOGIES INC$55.8M0.17%106,881−12.1%
116MNSTMONSTER BEVERAGE CORP NEW$55.4M0.17%983,181−56.2%
117SPGIS&P GLOBAL INC$54.5M0.17%8,333−6.1%
118DOWDOW HLDGS INC$53.4M0.17%+1,097,746+597.0%
119PPGPPG INDS INC$53.3M0.17%+374,122+300.0%
120CLCOLGATE PALMOLIVE CO$52.2M0.16%+392,439+178.6%
121MDBMONGODB INC$51.6M0.16%+203,549+2178.4%
122MOALTRIA GROUP INC$51.4M0.16%64,390−7.6%
123DHRDANAHER CORP DEL$50.5M0.16%67,176−20.1%
124FOXAFOX CORP$50.5M0.16%+109,658+14.5%
125ITWILLINOIS TOOL WKS INC$50.2M0.16%+28,247+17.2%
126BKBANK NEW YORK MELLON CORP$50.1M0.16%1,534,293−78.4%
127NEENEXTERA ENERGY INC$50.0M0.16%64,957−10.8%
128KEYKEYCORP$50.0M0.16%4,793,224−65.6%
129VLOVALERO ENERGY CORP$49.9M0.16%55,525−21.6%
130PEGPUBLIC SVC ENTERPRISE GROUP$49.2M0.15%+373,067+158.9%
131CBRECBRE GROUP INC$49.2M0.15%79,802−18.0%
132MASMASCO CORP$48.9M0.15%+576,542+246.1%
133GSGOLDMAN SACHS GROUP INC$48.9M0.15%23,928−29.2%
134WMT2WELLS FARGO & CO$48.0M0.15%+605,399NEW
135ALLEALLEGION PLC$47.7M0.15%+328,223NEW
136TTTRANE TECHNOLOGIES PLC$47.5M0.15%+114,327NEW
137DGXQUEST DIAGNOSTICS INC$47.2M0.15%8,366−3.4%
138NTAPNETAPP INC$47.1M0.15%+57,110+14.2%
139RMDRESMED INC$47.0M0.15%6,661−3.1%
140CTSHCOGNIZANT TECHNOLOGY SOLUTIO$46.9M0.15%+207,979+37.3%
141ECLECOLAB INC$45.2M0.14%+1,267+0.8%
142ANETARISTA NETWORKS INC$45.1M0.14%60,187−14.1%
143BBYBEST BUY INC$44.5M0.14%+116,778+20.3%
144SYYSYSCO CORP$43.7M0.14%80,245−11.6%
145TFCTRUIST FINL CORP$43.7M0.14%+421,334+79.5%
146ELVELEVANCE HEALTH INC FORMERLY$43.4M0.14%39,673−21.1%
147PLDPROLOGIS INC.$43.3M0.14%25,384−7.1%
148GISGENERAL MILLS INC$42.7M0.13%+219,726+23.7%
149EMREMERSON ELEC CO$42.3M0.13%53,846−14.2%
150CDNSCADENCE DESIGN SYSTEM INC$41.9M0.13%+32,819+27.8%
151ADBEADOBE INC$41.8M0.13%36,445−17.5%
152EDCONSOLIDATED EDISON INC$41.0M0.13%+10,907+3.1%
153ACNACCENTURE PLC IRELAND$40.6M0.13%+204,883NEW
154PCARPACCAR INC$40.4M0.13%19,594−5.3%
155SHWSHERWIN WILLIAMS CO$40.2M0.13%22,112−15.0%
156NTRNUTRIEN LTD$39.5M0.12%+481,594+1216.6%
157TSMTAIWAN SEMICONDUCTOR MANUFAC$39.3M0.12%95,989−44.5%
158SYFSYNCHRONY FINANCIAL$38.6M0.12%+93,485+19.7%
159RFREGIONS FINANCIAL CORP NEW$38.6M0.12%+35,041+2.4%
160ZSZSCALER INC$38.4M0.12%+274,004NEW
161HBANHUNTINGTON BANCSHARES INC$38.4M0.12%+294,214+13.6%
162CEGCONSTELLATION ENERGY CORP$38.3M0.12%64,208−32.3%
163INTUINTUIT$38.1M0.12%19,582−18.2%
164INVHINVITATION HOMES INC$37.6M0.12%+1,489,263+6169.5%
165ADSKAUTODESK INC$37.3M0.12%15,215−8.9%
166MRSHMARSH & MCLENNAN COS INC$36.9M0.12%18,751−8.1%
167ADMARCHER DANIELS MIDLAND CO$36.7M0.11%51,364−9.2%
168VRTXVERTEX PHARMACEUTICALS INC$36.4M0.11%+4,115+5.3%
169CHRWC H ROBINSON WORLDWIDE IN$36.2M0.11%+19,231+9.7%
170PNCPNC FINL SVCS GROUP INC$36.0M0.11%+5,091+3.0%
171URIUNITED RENTALS INC$36.0M0.11%+2,095+4.4%
172VRSNVERISIGN INC$35.4M0.11%+1,044+0.7%
173SBUXSTARBUCKS CORP$35.4M0.11%+70,477+21.7%
174RTXRTX CORPORATION$35.1M0.11%+17,942+10.9%
175ATOATMOS ENERGY CORP$35.0M0.11%16,942−8.2%
176AVYAVERY DENNISON CORP$34.9M0.11%+178,410+752.1%
177PFGPRINCIPAL FINANCIAL GROUP IN$34.5M0.11%+14,808+4.0%
178PNRPENTAIR PLC$34.5M0.11%+396,530NEW
179BDXBECTON DICKINSON & CO$34.3M0.11%+45,674+26.5%
180MKCMCCORMICK & CO INC$34.3M0.11%+607,764+848.0%
181ONON SEMICONDUCTOR CORP$34.1M0.11%+529,885+2429.3%
182NKENIKE INC$34.1M0.11%1,537,759−70.2%
183AHRAMERICAN HEALTHCARE REIT INC$34.0M0.11%+635,223+745.7%
184MCKMCKESSON CORP$33.9M0.11%3,239−7.6%
185EXPDEXPEDITORS INTL WASH INC$33.5M0.10%+19,178+8.9%
186AMTAMERICAN TOWER CORP$33.4M0.10%33,566−14.7%
187FSLRFIRST SOLAR INC$33.4M0.10%+113,689+204.4%
188VLTOVERALTO CORP$33.3M0.10%+11,632+3.2%
189EQIXEQUINIX INC$33.1M0.10%9,800−22.5%
190WELLWELLTOWER INC$33.1M0.10%+167,637NEW
191CMICUMMINS INC$32.7M0.10%+637+1.1%
192SNASNAP ON INC$32.7M0.10%+3,277+3.8%
193UNPUNION PAC CORP$32.6M0.10%3,183−2.3%
194TAT&T INC$32.4M0.10%54,846−4.7%
195KHCKRAFT HEINZ CO$32.4M0.10%+236,741+19.6%
196SNOWSNOWFLAKE INC$31.8M0.10%+80,150+61.4%
197DDOGDATADOG INC$31.8M0.10%+124,872+86.4%
198HCAHCA HEALTHCARE INC$31.8M0.10%942−1.4%
199DRIDARDEN RESTAURANTS INC$31.4M0.10%79,788−33.2%
200IRINGERSOLL RAND INC$30.8M0.10%327,901−46.0%
201AOSSMITH A O CORP$30.1M0.09%+5,146+1.1%
202CORCENCORA INC$30.0M0.09%+10,094+11.8%
203GLWCORNING INC$29.9M0.09%54,399−19.8%
204SCHWSCHWAB CHARLES CORP$29.9M0.09%34,089−9.7%
205APHAMPHENOL CORP$29.7M0.09%31,287−11.7%
206WDCWESTERN DIGITAL CORP$29.7M0.09%+110,156NEW
207SWKSSKYWORKS SOLUTIONS INC$28.9M0.09%+99,426+22.6%
208EXCEXELON CORP$28.9M0.09%286,471−32.7%
209XYLXYLEM INC$28.6M0.09%+239,959NEW
210WMWASTE MGMT INC DEL$28.1M0.09%+122,113NEW
211EMEEMCOR GROUP INC$27.7M0.09%+532+1.4%
212ADPAUTOMATIC DATA PROCESSING IN$27.4M0.09%3,971−2.9%
213CRHCRH PLC$26.3M0.08%+250,455NEW
214DUKDUKE ENERGY CORP NEW$26.0M0.08%+28,469+16.8%
215HUBBHUBBELL INC$26.0M0.08%42,722−44.6%
216ELLAUDER ESTEE COS INC$25.8M0.08%+219,799+157.5%
217TGTTARGET CORP$25.7M0.08%18,790−8.1%
218TRVTRAVELERS COMPANIES INC$25.1M0.08%+1,761+2.1%
219DLRDIGITAL RLTY TR INC$24.9M0.08%+1,479+1.1%
220ARMARM HOLDINGS PLC$24.7M0.08%+45,524+38.7%
221JJACOBS SOLUTIONS INC$24.3M0.08%+93,468+95.6%
222BIIBBIOGEN INC$23.7M0.07%1,609−1.2%
223LNGCHENIERE ENERGY INC$23.4M0.07%26,052−24.1%
224WYWEYERHAEUSER CO$23.4M0.07%+956,474NEW
225FFIVF5 INC$22.8M0.07%12,435−13.6%
226MELIMERCADOLIBRE INC$22.4M0.07%1,505−10.4%
227PFEPFIZER INC$22.0M0.07%1,199,996−60.5%
228GEHCGE HEALTHCARE TECHNOLOGIES I$21.8M0.07%+25,488+9.1%
229DHID R HORTON INC$21.7M0.07%6,757−4.1%
230AMCRAMCOR PLC$21.5M0.07%+540,164NEW
231MCOMOODYS CORP$21.3M0.07%+653+1.4%
232CITHE CIGNA GROUP$21.2M0.07%18,668−19.0%
233ZGNERMENEGILDO ZEGNA N V$20.9M0.07%+2,010,144NEW
234CMGCHIPOTLE MEXICAN GRILL INC$20.9M0.07%131,027−16.7%
235LHLABCORP HOLDINGS INC$20.6M0.06%+8,207+11.9%
236SYKSTRYKER CORPORATION$20.2M0.06%35,998−36.9%
237XELXCEL ENERGY INC$20.1M0.06%+252,977NEW
238KDPKEURIG DR PEPPER INC$20.1M0.06%+167,832+28.3%
239QUREQUANTA SVCS INC$20.0M0.06%8,505−18.9%
240SNPSSYNOPSYS INC$20.0M0.06%+17,277+51.8%
241INCYINCYTE CORP$19.8M0.06%+46,421+28.2%
242FTVFORTIVE CORP$19.4M0.06%18,000−4.9%
243SWSMURFIT WESTROCK PLC$19.3M0.06%+486,416NEW
244CFGCITIZENS FINL GROUP INC$19.3M0.06%+22,420+7.5%
245WMBWILLIAMS COS INC$19.1M0.06%+262,428NEW
246BRBROADRIDGE FINL SOLUTIONS IN$18.6M0.06%+28,473+33.0%
247STXSEAGATE TECHNOLOGY HLDNGS PL$18.6M0.06%+48,074NEW
248SOSOUTHERN CO$18.2M0.06%6,742−3.5%
249BABAALIBABA GROUP HLDG LTD$17.9M0.06%1,970−1.4%
250CCJCAMECO CORP$17.7M0.06%107,201−39.7%
251VTRVENTAS INC$17.5M0.05%453,194−67.9%
252EIXEDISON INTL$17.4M0.05%37,988−13.7%
253GMGENERAL MTRS CO$17.3M0.05%+100,846+76.4%
254HPQHP INC$17.1M0.05%+534,229+150.0%
255ULTAULTA BEAUTY INC$17.0M0.05%+995+3.2%
256PHMPULTE GROUP INC$16.4M0.05%+15,572+12.6%
257ABNBAIRBNB INC$16.4M0.05%9,755−6.9%
258ZBHZIMMER BIOMET HOLDINGS INC$16.2M0.05%+179,246NEW
259HO1HOLOGIC INC$16.1M0.05%+13,034+6.5%
260TDYTELEDYNE TECHNOLOGIES INC$16.0M0.05%5,052−16.0%
261NUNU HLDGS LTD$16.0M0.05%+1,115,494NEW
262HLTHILTON WORLDWIDE HLDGS INC$15.9M0.05%2,070−3.8%
263AAGILENT TECHNOLOGIES INC$15.8M0.05%5,226−3.6%
264COOCOOPER COS INC$15.6M0.05%+192,302+722.6%
265FFORD MTR CO$15.6M0.05%462,691−25.4%
266DLTRDOLLAR TREE INC$15.6M0.05%+28,111+24.5%
267MDLZMONDELEZ INTL INC$15.5M0.05%105,040−28.1%
268RPRXROYALTY PHARMA PLC$15.2M0.05%+318,411NEW
269ALABASTERA LABS INC$15.2M0.05%+26,518+23.6%
270ZNGAZOOM COMMUNICATIONS INC$15.2M0.05%+188,566NEW
271FDPFRESH DEL MONTE PRODUCE INC$15.1M0.05%+375,226NEW
272CCICROWN CASTLE INC$15.0M0.05%434,396−70.0%
273WTRGESSENTIAL UTILS INC$15.0M0.05%385,342−50.9%
274PTCPTC INC$14.9M0.05%+16,661+18.9%
275NVRNVR INC$14.9M0.05%+167+8.0%
276CAHCARDINAL HEALTH INC$14.8M0.05%8,975−11.1%
277CMCSACOMCAST CORP NEW$14.7M0.05%483,071−48.4%
278STESTERIS PLC$14.7M0.05%+66,455NEW
279SLBSLB LIMITED$14.7M0.05%+48,268+20.3%
280CLHCLEAN HARBORS INC$14.6M0.05%+18,997+59.4%
281CPCANADIAN PACIFIC KANSAS CITY$14.6M0.05%+47,865+34.9%
282FTNTFORTINET INC$14.2M0.04%9,095−4.9%
283RSRELIANCE INC$14.0M0.04%+1,766+4.0%
284HPEHEWLETT PACKARD ENTERPRISE C$13.9M0.04%634,171−52.0%
285CSXCSX CORP$13.8M0.04%+17,147+5.3%
286ZTSZOETIS INC$13.7M0.04%+115,999NEW
287MMM3M CO$13.6M0.04%16,861−15.3%
288STLDSTEEL DYNAMICS INC$13.4M0.04%24,297−24.6%
289CCEPCOCA-COLA EUROPACIFIC PARTNE$13.4M0.04%+147,433NEW
290KRKROGER CO$13.3M0.04%+50,364+37.8%
291IDXXIDEXX LABS INC$13.1M0.04%1,106−4.5%
292CARRCARRIER GLOBAL CORPORATION$13.0M0.04%+80,935+53.5%
293YUMYUM BRANDS INC$12.8M0.04%+82,518NEW
294MTDMETTLER TOLEDO INTERNATIONAL$12.8M0.04%9,845−49.2%
295REGNREGENERON PHARMACEUTICALS$12.7M0.04%+2,960+21.8%
296FWONKLIBERTY MEDIA CORP DEL$12.6M0.04%+121,390+460.4%
297NETCLOUDFLARE INC$12.5M0.04%+5,737+10.5%
298OKEONEOK INC NEW$12.4M0.04%+4,150+3.2%
299EWEDWARDS LIFESCIENCES CORP$12.3M0.04%6,741−4.2%
300SRESEMPRA$12.1M0.04%3,585−2.8%
301MHKMOHAWK INDS INC$11.9M0.04%+22,468+22.8%
302BBARRICK MNG CORP$11.9M0.04%+234,372+404.1%
303EAELECTRONIC ARTS INC$11.8M0.04%50,966−46.8%
304WCNWASTE CONNECTIONS INC$11.8M0.04%+72,339NEW
305PSXPHILLIPS 66$11.6M0.04%1,085−1.7%
306ACGLARCH CAP GROUP LTD$11.5M0.04%+120,166NEW
307ORLYOREILLY AUTOMOTIVE INC$11.5M0.04%13,781−9.9%
308NUENUCOR CORP$11.5M0.04%77,837−53.3%
309HSYHERSHEY CO$11.5M0.04%12,689−18.7%
310COINCOINBASE GLOBAL INC$11.4M0.04%4,840−6.9%
311IONQIONQ INC$11.3M0.04%+103,595+35.7%
312APPAPPLOVIN CORP$11.2M0.04%1,755−5.9%
313EQTEQT CORP$11.1M0.03%+50,867+40.9%
314PONYPONY AI INC$11.1M0.03%+1,180,054NEW
315ONONON HLDG AG$11.1M0.03%+326,076NEW
316FCXFREEPORT MCMORAN INC$11.0M0.03%1,976,602−91.3%
317ALLALLSTATE CORP$10.7M0.03%7,438−12.6%
318TTWOTAKE-TWO INTERACTIVE SOFTWAR$10.7M0.03%+2,125+4.1%
319PDDPDD HOLDINGS INC$10.7M0.03%+7,766+8.0%
320TRGPTARGA RES CORP$10.5M0.03%26,388−38.5%
321CVSCVS HEALTH CORP$10.5M0.03%1,101−0.7%
322AMPAMERIPRISE FINL INC$10.5M0.03%7,871−25.0%
323KMBKIMBERLY-CLARK CORP$10.4M0.03%141,227−56.7%
324CTASCINTAS CORP$10.4M0.03%+182+0.3%
325CRBGCOREBRIDGE FINL INC$10.4M0.03%17,027−3.8%
326AONAON PLC$10.3M0.03%+31,906NEW
327GWWWW GRAINGER INC$10.2M0.03%869−8.5%
328AERAERCAP HOLDINGS NV$10.0M0.03%+73,629NEW
329UPSUNITED PARCEL SVCS INC$9.8M0.03%26,029−20.6%
330MPWRMONOLITHIC PWR SYS INC$9.8M0.03%1,068−10.6%
331AFLAFLAC INC$9.7M0.03%8,006−8.3%
332VRTVERTIV HOLDINGS CO$9.7M0.03%40,002−50.8%
333AZOAUTOZONE INC$9.7M0.03%350−10.9%
334WABWABTEC$9.5M0.03%+38,226NEW
335FERGFERGUSON ENTERPRISES INC$9.5M0.03%5,981−12.8%
336TDGTRANSDIGM GROUP INC$9.5M0.03%+2,768+51.3%
337KEYSKEYSIGHT TECHNOLOGIES INC$9.4M0.03%+5,150+18.1%
338TOLTOLL BROTHERS INC$9.4M0.03%+63,170+1165.9%
339DECKDECKERS OUTDOOR CORP$9.3M0.03%2,497−2.6%
340IRMIRON MTN INC DEL$9.1M0.03%+15,524+21.0%
341PODDINSULET CORP$9.0M0.03%+15,761+57.9%
342ESEVERSOURCE ENERGY$8.9M0.03%23,035−15.3%
343OCOWENS CORNING NEW$8.8M0.03%134,174−62.2%
344FDXFEDEX CORP$8.8M0.03%+4,549+22.6%
345AXONAXON ENTERPRISE INC$8.7M0.03%2,561−11.1%
346EBAYEBAY INC.$8.7M0.03%11,751−10.9%
347WDAYWORKDAY INC$8.7M0.03%+66,758NEW
348IEXIDEX CORP$8.6M0.03%10,155−18.3%
349RVTYREVVITY INC$8.6M0.03%+18,282+23.0%
350LHXL3HARRIS TECHNOLOGIES INC$8.5M0.03%+4,154+20.3%
351MPCMARATHON PETE CORP$8.4M0.03%21,332−38.2%
352QBTSD-WAVE QUANTUM INC$8.3M0.03%+78,721+15.8%
353KVUEKENVUE INC$8.3M0.03%514,625−51.8%
354RLRALPH LAUREN CORP$8.2M0.03%+2,736+12.9%
355QQNITY ELECTRONICS INC$8.2M0.03%360,381−83.4%
356AFRMAFFIRM HLDGS INC$8.2M0.03%+157,602+727.8%
357OXYOCCIDENTAL PETE CORP$8.1M0.03%+54,837+78.0%
358EVRGEVERGY INC$8.0M0.02%+13,628+16.2%
359ALNYALNYLAM PHARMACEUTICALS INC$8.0M0.02%226−0.9%
360TSCOTRACTOR SUPPLY CO$7.9M0.02%+22,460+14.8%
361AAALCOA CORP$7.9M0.02%+2,491+2.1%
362BXBLACKSTONE INC$7.8M0.02%19,686−22.3%
363CFCF INDUSTRIES HOLD$7.8M0.02%+23,855+66.5%
364PYPLPAYPAL HLDGS INC$7.7M0.02%64,026−27.2%
365HWMHOWMET AEROSPACE INC$7.7M0.02%2,736−7.5%
366STTSTATE STR CORP$7.7M0.02%4,630−6.9%
367DDOMINION ENERGY INC$7.7M0.02%53,667−30.1%
368AVBAVALONBAY CMNTYS INC$7.7M0.02%+1,345+3.0%
369CIENCIENA CORP$7.5M0.02%+4,774+32.8%
370FIGRFIGURE TECHNOLOGY SOLUTIO$7.5M0.02%+96,062+77.8%
371VSTVISTRA CORP$7.4M0.02%+49,356NEW
372MARMARRIOTT INTL INC NEW$7.4M0.02%17,743−44.0%
373IPINTERNATIONAL PAPER CO$7.3M0.02%79,145−27.9%
374OREALTY INCOME CORP$7.2M0.02%26,631−18.5%
375APOAPOLLO GLOBAL MGMT INC$7.2M0.02%1,269−1.9%
376PRMBPRIMO BRANDS CORPORATION$7.1M0.02%36,805−8.9%
377CMSCMS ENERGY CORP$7.1M0.02%+51,887+132.3%
378SESEA LTD$6.9M0.02%30,290−26.6%
379KKRKKR & CO INC$6.9M0.02%5,287−6.6%
380CLXCLOROX CO DEL$6.7M0.02%65,075−50.0%
381APTVAPTIV PLC$6.7M0.02%+101,040NEW
382CBOECBOE GLOBAL MKTS INC$6.7M0.02%104,206−81.4%
383VEEVVEEVA SYS INC$6.7M0.02%+3,057+8.7%
384MLMMARTIN MARIETTA MATLS INC$6.7M0.02%1,322−10.5%
385FIXCOMFORT SYS USA INC$6.6M0.02%+865+21.8%
386APDAIR PRODUCTS AND CHEMICALS I$6.6M0.02%7,398−24.5%
387PRUPRUDENTIAL FINL INC$6.5M0.02%269,338−80.2%
388FICOFAIR ISAAC CORP$6.5M0.02%1,712−22.0%
389LYBLYONDELLBASELL INDUSTRIES NV$6.4M0.02%+79,447NEW
390BAPCREDICORP LTD$6.4M0.02%+18,812NEW
391CHDCHURCH & DWIGHT CO INC$6.3M0.02%+17,323+34.7%
392RCLROYAL CARIBBEAN GROUP$6.3M0.02%+22,795NEW
393HIGHARTFORD INSURANCE GROUP INC$6.2M0.02%18,605−28.7%
394BGBUNGE GLOBAL SA$6.2M0.02%+49,100NEW
395DVADAVITA INC$6.2M0.02%+1,167+3.0%
396SPGSIMON PPTY GROUP INC NEW$6.2M0.02%5,083−13.2%
397HALHALLIBURTON CO$6.1M0.02%+13,059+9.1%
398WBDWARNER BROS DISCOVERY INC$6.1M0.02%+222,466NEW
399ROPROPER TECHNOLOGIES INC$6.1M0.02%1,736−9.2%
400AMEAMETEK INC$6.0M0.02%+2,565+10.0%
401NDAQNASDAQ INC$6.0M0.02%+16,153+29.5%
402EXEEXPAND ENERGY CORPORATION$6.0M0.02%137−0.3%
403CNHCNH INDL N V$5.9M0.02%+537,825NEW
404PAYXPAYCHEX INC$5.8M0.02%+13,050+26.2%
405MOSMOSAIC CO$5.8M0.02%+111,824+97.2%
406WTWWILLIS TOWERS WATSON PLC LTD$5.7M0.02%+19,601NEW
407DOCHEALTHPEAK PROPERTIES INC$5.7M0.02%+22,219+6.9%
408LIILENNOX INTL INC$5.6M0.02%5,062−29.5%
409CVNACARVANA CO$5.6M0.02%+385+2.2%
410HOODROBINHOOD MKTS INC$5.5M0.02%1,779−2.2%
411DALDELTA AIR LINES INC$5.5M0.02%+58,195+237.6%
412ETRENTERGY CORP NEW$5.4M0.02%2,799−5.5%
413RPMRPM INTL INC$5.3M0.02%+2,313+4.5%
414FANGDIAMONDBACK ENERGY INC$5.3M0.02%+1,490+5.9%
415ILMNILLUMINA INC$5.2M0.02%+27,889+197.4%
416WSMWILLIAMS SONOMA INC$5.0M0.02%+27,742NEW
417TRMBTRIMBLE INC$5.0M0.02%+10,962+16.6%
418IQVIQVIA HLDGS INC$5.0M0.02%+511+1.8%
419FISVFISERV INC$4.9M0.02%12,775−12.6%
420STZCONSTELLATION BRANDS INC$4.9M0.02%+2,882+9.8%
421GRMNGARMIN LTD$4.8M0.02%+20,757NEW
422DOVDOVER CORP$4.7M0.01%15,783−40.9%
423TERTERADYNE INC$4.7M0.01%+5,765+55.6%
424ZBRAZEBRA TECHNOLOGIES CORPORATI$4.7M0.01%+22,397NEW
425OTISOTIS WORLDWIDE CORP$4.6M0.01%13,390−18.2%
426LPLALPL FINL HLDGS INC$4.6M0.01%117−0.8%
427EQREQUITY RESIDENTIAL$4.6M0.01%+9,226+13.6%
428ARMKARAMARK$4.6M0.01%+1,171+1.1%
429UMCUNITED MICROELECTRONICS CORP$4.5M0.01%+77,691+17.4%
430HUMHUMANA INC$4.5M0.01%7,335−21.9%
431VMCVULCAN MATLS CO$4.5M0.01%+16,582NEW
432CRCCALIFORNIA RES CORP$4.5M0.01%+65,063NEW
433GGGGRACO INC$4.5M0.01%+26,289+99.1%
434TPRTAPESTRY INC$4.5M0.01%31,727−50.0%
435FRPTFRESHPET INC$4.4M0.01%+32,902+79.3%
436WECWEC ENERGY GROUP INC$4.4M0.01%+37,741NEW
437MCHPMICROCHIP TECHNOLOGY INC.$4.3M0.01%42,368−38.6%
438BALLBALL CORP$4.3M0.01%218,393−74.9%
439JBLJABIL INC$4.3M0.01%333−2.0%
440RGTIRIGETTI COMPUTING INC$4.3M0.01%+81,338+36.5%
441ASXASE TECHNOLOGY HLDG CO LTD$4.2M0.01%+36,021+21.7%
442TROWPRICE T ROWE GROUP INC$4.2M0.01%1,605−3.3%
443ODFLOLD DOMINION FREIGHT LINE IN$4.2M0.01%+2,331+12.1%
444LLOEWS CORP$4.2M0.01%+15,708+66.5%
445RJFRAYMOND JAMES FINL INC$4.2M0.01%377−1.3%
446UTHRUNITED THERAPEUTICS CORP DEL$3.9M0.01%+2,016+43.4%
447MTBM & T BK CORP$3.9M0.01%4,909−20.5%
448XYZBLOCK INC$3.9M0.01%9,783−13.0%
449FASTFASTENAL CO$3.9M0.01%59,428−41.4%
450GRABGRAB HOLDINGS LIMITED$3.8M0.01%+1,050,869NEW
451NINISOURCE INC$3.8M0.01%+20,335+33.0%
452SCCOSOUTHERN COPPER CORP$3.8M0.01%+7,118+48.1%
453SDASEALED AIR CORP NEW$3.7M0.01%9,485−9.7%
454SUISUN CMNTYS INC$3.7M0.01%+622+2.2%
455CNPCENTERPOINT ENERGY INC$3.7M0.01%19,451−18.5%
456NTRANATERA INC$3.7M0.01%+3,951+27.3%
457NRGNRG ENERGY INC$3.7M0.01%166,078−86.9%
458SBACSBA COMMUNICATIONS CORP$3.6M0.01%11,146−34.5%
459MSTRSTRATEGY INC$3.6M0.01%+1,253+4.5%
460AJGGALLAGHER ARTHUR J & CO$3.6M0.01%3,050−15.4%
461WATWATERS CORP$3.6M0.01%+12,098NEW
462TPLTEXAS PACIFIC LAND CORPORATI$3.6M0.01%315−4.0%
463RBLXROBLOX CORP$3.6M0.01%77,958−55.2%
464DGDOLLAR GEN CORP$3.6M0.01%+4,850+19.2%
465HUBSHUBSPOT INC$3.5M0.01%+4,432+43.9%
466AREALEXANDRIA REAL ESTATE EQ IN$3.5M0.01%6,381−7.9%
467VRSKVERISK ANALYTICS INC$3.4M0.01%15,899−46.7%
468BAXBAXTER INTL INC$3.4M0.01%523,380−71.8%
469DPZDOMINOS PIZZA INC$3.4M0.01%+2,762+40.4%
470OKTAOKTA INC$3.4M0.01%+6,932+19.2%
471ACIALBERTSONS COS INC$3.4M0.01%112,063−36.3%
472AMRZAMRIZE LTD$3.3M0.01%+59,797NEW
473WMSADVANCED DRAIN SYS INC DEL$3.3M0.01%+23,857+4207.6%
474TEAMATLASSIAN CORPORATION$3.3M0.01%11,966−19.6%
475PSAPUBLIC STORAGE OPER CO$3.3M0.01%4,903−28.7%
476JHXJAMES HARDIE INDS PLC$3.3M0.01%+172,094NEW
477PFGCPERFORMANCE FOOD GROUP CO$3.2M0.01%862,803−95.8%
478RKLBROCKET LAB CORP$3.2M0.01%+6,880+15.8%
479OSCROSCAR HEALTH INC$3.2M0.01%+276,170NEW
480SMPLSIMPLY GOOD FOODS CO$3.2M0.01%+220,451NEW
481WSTWEST PHARMACEUTICAL SVSC INC$3.2M0.01%+12,627NEW
482OMCOMNICOM GROUP INC$3.2M0.01%+7,061+20.2%
483ACMAECOM$3.1M0.01%+285+0.8%
484VICIVICI PPTYS INC$3.1M0.01%+114,114NEW
485EXPEEXPEDIA GROUP INC$3.1M0.01%1,274−8.6%
486DVNDEVON ENERGY CORP NEW$3.1M0.01%14,471−19.1%
487BURLBURLINGTON STORES INC$3.0M0.01%2,753−22.6%
488CELHCELSIUS HLDGS INC$3.0M0.01%+12,209+16.6%
489CNCCENTENE CORP DEL$3.0M0.01%+19,650+26.9%
490IBKRINTERACTIVE BROKERS GROUP IN$3.0M0.01%+15,087+50.5%
491AEEAMEREN CORP$3.0M0.01%+14,935+120.8%
492INSMINSMED INC$3.0M0.01%+4,504+32.2%
493NLYANNALY CAPITAL MANAGEMENT IN$3.0M0.01%+35,134+33.3%
494LYVLIVE NATION ENTERTAINMENT IN$3.0M0.01%4,763−19.7%
495BEBLOOM ENERGY CORP$3.0M0.01%+9,918+81.4%
496FISFIDELITY NATL INFORMATION SV$2.9M0.01%+9,003+16.9%
497MSCIMSCI INC$2.9M0.01%4,296−44.2%
498SFMSPROUTS FMRS MKT INC$2.9M0.01%23,228−38.2%
499PACGRUPO AEROPORTUNARIO DEL PAC$2.9M0.01%17−0.1%
500RIVNRIVIAN AUTOMOTIVE INC$2.9M0.01%56,313−22.6%

Source: SEC EDGAR · accession 0002107286-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.