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Institutional

Frec Markets, Inc.

CIK 0002111359
$587.2M
Reported AUM
644
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Frec Markets, Inc. · Q1 2026

AI · grounded in 13F

Frec Markets, Inc. closed its position in AZNN for a reduction of $745,578. The fund also exited its position in FICO, resulting in a $395,742 decrease. On the buy side, the fund increased its holdings in WMT by 78.5% and GOOGL by 75.6%. Overall, the fund added 626 positions and reduced 31, bringing its total AUM to $587.2M.

Portfolio · Q1 2026

NVDA$40.9MAAPL$38.7MMSFTAMZNAVGOGOOGLOther$370.8MFI

Top holdings· first 500 of 644

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%$40.9M6.96%+67,572+40.5%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$38.7M6.59%+57,930+61.3%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$23.3M3.96%+17,473+38.5%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$14.1M2.40%+22,883+51.0%
5AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$13.9M2.37%+10,813+31.6%
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$13.7M2.33%+20,502+75.6%
7GOOGALPHABET INC$365.76-0.95%109.82%172.71%$10.6M1.80%+9,074+32.6%
8TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$9.0M1.54%+4,878+22.3%
9TSLATESLA INC$391.00-6.56%32.48%70.69%$7.2M1.22%+6,127+46.6%
10METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$7.1M1.21%+3,271+35.7%
11JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$6.6M1.12%+9,658+76.4%
12MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$5.7M0.97%+4,798+39.7%
13BRK/BBERKSHIRE HATHAWAY INC DEL$5.4M0.91%+3,500+45.6%
14XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$5.3M0.90%+12,222+65.1%
15WMTWALMART INC$118.880.97%22.99%166.67%$5.2M0.89%+18,579+78.5%
16JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$4.9M0.84%+6,141+43.7%
17LLYELI LILLY & CO$1131.420.55%48.00%387.10%$4.4M0.75%+816+20.5%
18LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$4.0M0.68%+3,618+23.8%
19AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$3.7M0.62%+2,148+25.2%
20PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$3.5M0.60%+7,687+46.8%
21AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$3.4M0.59%+3,680+27.8%
22MRKMERCK & CO INC$120.790.44%58.51%82.35%$3.2M0.55%+15,177+130.5%
23VVISA INC$323.571.06%-11.91%36.33%$3.0M0.51%+2,647+36.1%
24KOCOCA COLA CO$79.483.46%14.62%60.54%$2.9M0.49%+12,201+47.5%
25COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$2.9M0.49%+1,484+106.2%
26NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$2.8M0.47%+13,895+93.0%
27APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$2.8M0.47%+3,349+18.0%
28CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$2.7M0.46%+9,842+39.1%
29CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$2.7M0.46%+5,739+79.5%
30MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$2.7M0.45%+1,083+25.6%
31PGPROCTER & GAMBLE CO$146.544.09%$2.6M0.45%+9,668+112.2%
32TJXTJX COS INC NEW$160.711.31%$2.5M0.42%+7,698+97.3%
33PEPPEPSICO INC$141.92-0.16%$2.5M0.42%+6,663+71.0%
34ORCLORACLE CORP$213.68-9.59%$2.5M0.42%+7,881+89.6%
35ABBVABBVIE INC$227.231.02%$2.4M0.41%+2,600+31.0%
36CBCHUBB LTD SWITZ$326.273.74%$2.4M0.40%+4,571+172.0%
37BACBANK AMERICA CORP$53.83-0.63%$2.3M0.39%+15,632+49.4%
38INTCINTEL CORP$99.17-11.28%$2.3M0.39%+23,294+81.1%
39CCITIGROUP INC$132.47-1.98%$2.2M0.38%+9,996+104.8%
40GEGE AEROSPACE$328.000.11%$2.2M0.37%+2,830+58.4%
41ASMLASML HLDG NV$1641.74-6.59%$2.2M0.37%+266+19.5%
42XYZBLOCK INC$68.15-3.87%$2.1M0.36%+34,793NEW
43KLACKLA CORP$1929.20-9.47%$2.1M0.35%+16+1.2%
44WDCWESTERN DIGITAL CORP$511.72-11.08%$2.0M0.34%+1,623+27.7%
45ADIANALOG DEVICES INC$401.39-6.38%$2.0M0.34%+1,573+32.9%
46GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$2.0M0.34%+721+44.5%
47RTXRTX CORPORATION$180.990.88%$1.9M0.33%+3,845+63.1%
48CATCATERPILLAR INC$904.28-3.85%$1.9M0.32%+550+25.8%
49PMPHILIP MORRIS INTL INC$178.291.89%$1.9M0.32%+4,410+63.5%
50TXNTEXAS INSTRS INC$285.06-6.65%$1.8M0.32%+2,399+33.6%
51MSMORGAN STANLEY$211.93-2.90%$1.8M0.31%+4,181+59.6%
52GEVGE VERNOVA INC$933.61-3.09%$1.8M0.30%+568+39.4%
53ISRGINTUITIVE SURGICAL INC$422.060.77%$1.7M0.28%+1,849+103.9%
54CRMSALESFORCE INC$185.66-1.64%$1.6M0.28%+3,049+52.8%
55IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$1.6M0.28%+172+2.6%
56LINLINDE PLC$507.900.09%$1.6M0.28%+1,729+112.2%
57HDHOME DEPOT INC$310.780.27%$1.6M0.27%+2,040+71.7%
58PFEPFIZER INC$26.041.36%$1.6M0.27%+31,054+123.6%
59TAT&T INC$22.75-0.09%$1.6M0.27%+26,760+97.5%
60GLWCORNING INC$177.58-10.18%$1.6M0.27%+1,763+18.0%
61VZVERIZON COMMUNICATIONS INC$45.371.11%$1.6M0.27%+15,412+97.6%
62BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$1.5M0.26%+15,146+151.4%
63QCOMQUALCOMM INC$215.94-10.98%$1.5M0.26%+3,577+43.4%
64NEMNEWMONT CORP$99.71-7.96%$1.5M0.25%+6,523+89.9%
65WMT2WELLS FARGO & CO$1.5M0.25%+3,997+28.1%
66NOWSERVICENOW INC$112.45-5.79%$1.5M0.25%+7,982+135.5%
67DUKDUKE ENERGY CORP NEW$124.221.97%$1.4M0.24%+5,702+111.1%
68MCDMCDONALDS CORP$279.842.61%$1.4M0.24%+1,019+28.8%
69BABAALIBABA GROUP HLDG LTD$121.06-3.88%$1.4M0.24%+1,971+21.2%
70UNHUNITEDHEALTH GROUP INC$399.470.76%$1.4M0.23%+1,053+26.7%
71FDXFEDEX CORP$331.000.91%$1.3M0.23%+2,383+176.8%
72LMTLOCKHEED MARTIN CORP$523.760.91%$1.3M0.23%+1,394+173.4%
73ANETARISTA NETWORKS INC$154.27-7.07%$1.3M0.22%+2,258+27.2%
74GMGENERAL MTRS CO$82.11-1.33%$1.3M0.22%+11,463+205.2%
75GILDGILEAD SCIENCES INC$129.16-0.02%$1.3M0.22%+2,951+47.9%
76MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$1.2M0.21%+6,077+93.6%
77NEENEXTERA ENERGY INC$85.840.19%$1.2M0.21%+5,656+73.8%
78FCXFREEPORT MCMORAN INC$63.37-9.07%$1.2M0.21%+13,781+189.7%
79FTITECHNIPFMC PLC$66.82-3.17%$1.2M0.21%+17,782NEW
80INTUINTUIT$296.76-1.73%$1.2M0.21%+723+34.3%
81SOSOUTHERN CO$92.601.07%$1.2M0.20%+6,964+127.8%
82TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$1.2M0.20%+509+27.2%
83UBERUBER TECHNOLOGIES INC$70.71-2.08%$1.2M0.20%+8,079+99.2%
84AMGNAMGEN INC$349.581.15%$1.2M0.20%+1,120+51.7%
85DASHDOORDASH INC$156.80-2.04%$1.1M0.19%+5,643+294.7%
86CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$1.1M0.19%+267+7.0%
87EDCONSOLIDATED EDISON INC$106.262.09%$1.1M0.19%+4,908+98.0%
88TELTE CONNECTIVITY PLC$207.68-2.34%$1.1M0.19%844−13.6%
89BKBANK NEW YORK MELLON CORP$142.39-1.13%$1.1M0.19%+5,034+116.6%
90COPCONOCOPHILLIPS$117.14-1.75%$1.1M0.19%+3,154+60.6%
91AXPAMERICAN EXPRESS CO$310.66-0.60%$1.1M0.19%+429+13.5%
92BXBLACKSTONE INC$115.35-2.70%$1.1M0.18%+5,910+170.5%
93PLDPROLOGIS INC.$144.540.52%$1.1M0.18%+3,437+74.7%
94MPWRMONOLITHIC PWR SYS INC$1481.05-10.38%$1.1M0.18%+13+1.4%
95EIXEDISON INTL$73.332.12%$1.1M0.18%+14,453NEW
96PAYXPAYCHEX INC$99.19-1.33%$1.1M0.18%+11,430NEW
97ETNEATON CORP PLC$395.94-5.42%$1.0M0.18%+1,157+65.8%
98FIXCOMFORT SYS USA INC$1843.94-3.69%$1.0M0.18%+756NEW
99AZNASTRAZENECA PLC$185.952.28%$1.0M0.18%+5,261NEW
100PGRPROGRESSIVE CORP$204.024.42%$1.0M0.17%+2,366+84.1%
101CIENCIENA CORP$1.0M0.17%+2,613NEW
102HSBCHSBC HLDGS PLC$1.0M0.17%+3,186+35.4%
103ROSTROSS STORES INC$1.0M0.17%+2,210+91.8%
104FTNTFORTINET INC$997K0.17%+7,968+188.1%
105WELLWELLTOWER INC$991K0.17%+1,638+48.5%
106SCHWSCHWAB CHARLES CORP$991K0.17%+2,664+33.8%
107CLCOLGATE PALMOLIVE CO$987K0.17%+2,684+30.2%
108PSXPHILLIPS 66$981K0.17%+3,658+211.8%
109MOALTRIA GROUP INC$966K0.16%+6,349+76.6%
110DISDISNEY WALT CO$963K0.16%+3,024+43.4%
111NVSNOVARTIS AG$957K0.16%+1,455+30.3%
112USBUS BANCORP$942K0.16%+11,030+155.9%
113COFCAPITAL ONE FINL CORP$940K0.16%+1,397+37.2%
114DELLDELL TECHNOLOGIES INC$938K0.16%+2,404+72.6%
115STXSEAGATE TECHNOLOGY HLDNGS PL$927K0.16%297−11.1%
116DOVDOVER CORP$926K0.16%+2,950+197.6%
117ABTABBOTT LABORATORIES$915K0.16%+2,397+36.8%
118LOWLOWES COS INC$912K0.16%+754+24.3%
119TMUST-MOBILE US INC$908K0.15%+2,372+121.7%
120PANWPALO ALTO NETWORKS INC$907K0.15%+2,531+80.9%
121BWABORGWARNER INC$899K0.15%+16,562NEW
122CMCSACOMCAST CORP NEW$899K0.15%+10,353+49.4%
123EOGEOG RES INC$887K0.15%+6,133NEW
124CRWDCROWDSTRIKE HLDGS INC$872K0.15%+64+3.0%
125PCGPG&E CORP$867K0.15%+37,781+326.3%
126GDGENERAL DYNAMICS CORP$866K0.15%+1,024+68.4%
127SHELSHELL PLC$861K0.15%+2,477+36.5%
128ITWILLINOIS TOOL WKS INC$861K0.15%+1,894+134.0%
129HONHONEYWELL INTL INC$856K0.15%+1,765+87.2%
130JBHTHUNT J B TRANS SVCS INC$855K0.15%+4,036NEW
131CMICUMMINS INC$854K0.15%+661+71.3%
132SPGSIMON PPTY GROUP INC NEW$853K0.15%+2,933+178.8%
133TGTTARGET CORP$843K0.14%+4,369+168.8%
134WMWASTE MGMT INC DEL$843K0.14%+1,186+47.8%
135ACNACCENTURE PLC IRELAND$834K0.14%346−7.6%
136KEYSKEYSIGHT TECHNOLOGIES INC$830K0.14%+889+43.3%
137LLOEWS CORP$830K0.14%+3,808+96.0%
138FOXFOX CORP$829K0.14%+11,085+245.4%
139AEPAMERICAN ELEC PWR CO INC$827K0.14%+2,601+70.1%
140HWMHOWMET AEROSPACE INC$820K0.14%+470+15.2%
141OXYOCCIDENTAL PETE CORP$816K0.14%+4,692+59.7%
142ADPAUTOMATIC DATA PROCESSING IN$812K0.14%+2,398+150.1%
143REGNREGENERON PHARMACEUTICALS$810K0.14%+554+112.1%
144UNPUNION PAC CORP$799K0.14%+1,204+57.6%
145OREALTY INCOME CORP$794K0.14%+5,322+69.6%
146ETRENTERGY CORP NEW$792K0.13%+3,514+99.5%
147TMTOYOTA MOTOR CORP$780K0.13%+923+32.2%
148JHGJANUS HENDERSON GROUP PLC$780K0.13%+15,182NEW
149MNSTMONSTER BEVERAGE CORP NEW$778K0.13%+4,157+63.1%
150PYPLPAYPAL HLDGS INC$767K0.13%+16,955NEW
151SNDKSANDISK CORP$763K0.13%+1,201NEW
152TRVTRAVELERS COMPANIES INC$763K0.13%+1,413+117.6%
153CVSCVS HEALTH CORP$749K0.13%+3,708+55.1%
154CMECME GROUP INC$749K0.13%+815+47.3%
155AMEAMETEK INC$746K0.13%+2,168+165.5%
156BABOEING CO$744K0.13%+954+34.3%
157EXCEXELON CORP$742K0.13%+7,692+103.4%
158VTRVENTAS INC$741K0.13%+6,171+214.0%
159JCIJOHNSON CONTROLS INTERNATION$738K0.13%+1,979+54.1%
160WMBWILLIAMS COS INC$738K0.13%+3,500+52.7%
161TFCTRUIST FINL CORP$734K0.12%+8,021+100.9%
162HLTHILTON WORLDWIDE HLDGS INC$730K0.12%+624+35.1%
163CSXCSX CORP$730K0.12%+8,558+92.9%
164AFLAFLAC INC$726K0.12%+3,862+140.2%
165TERTERADYNE INC$725K0.12%2−0.1%
166MPCMARATHON PETE CORP$722K0.12%+1,340+82.9%
167METMETLIFE INC$722K0.12%+10,206NEW
168FISFIDELITY NATL INFORMATION SV$720K0.12%+15,354NEW
169GDDYGODADDY INC$710K0.12%+8,590NEW
170WABWABTEC$699K0.12%+1,308+87.8%
171CFGCITIZENS FINL GROUP INC$698K0.12%+5,978+105.6%
172OWLBLUE OWL CAPITAL INC$696K0.12%+76,263NEW
173ADBEADOBE INC$693K0.12%+20+0.7%
174EVRGEVERGY INC$691K0.12%+5,129+155.1%
175DEDEERE & CO$689K0.12%+376+44.3%
176VRTXVERTEX PHARMACEUTICALS INC$685K0.12%+218+16.6%
177ABNBAIRBNB INC$683K0.12%+3,532+188.6%
178SRESEMPRA$679K0.12%+4,060+138.6%
179BLKBLACKROCK INC$678K0.12%+41+6.2%
180SBUXSTARBUCKS CORP$674K0.11%+2,810+59.7%
181HSTHOST HOTELS & RESORTS INC$667K0.11%+24,360+233.2%
182MCKMCKESSON CORP$663K0.11%+116+17.8%
183HALHALLIBURTON CO$662K0.11%+7,454+78.3%
184PHPARKER-HANNIFIN CORP$662K0.11%+35+5.0%
185AKAMAKAMAI TECHNOLOGIES INC$660K0.11%+5,746NEW
186SYKSTRYKER CORPORATION$657K0.11%+751+60.1%
187NWSANEWS CORP NEW$656K0.11%+26,312NEW
188MCHPMICROCHIP TECHNOLOGY INC.$654K0.11%+1,002+11.0%
189QUREQUANTA SVCS INC$647K0.11%+8+0.7%
190SANBANCO SANTANDER SA$645K0.11%+13,795+31.8%
191MUFGMITSUBISHI UFJ FINANCIAL GRO$643K0.11%+10,319+37.4%
192VRTVERTIV HOLDINGS CO$639K0.11%+2,551NEW
193VLOVALERO ENERGY CORP$639K0.11%+483+23.0%
194BSXBOSTON SCIENTIFIC CORP$638K0.11%+4,062+66.6%
195TTTRANE TECHNOLOGIES PLC$637K0.11%+673+78.7%
196DVNDEVON ENERGY CORP NEW$636K0.11%+3,694+41.3%
197AVBAVALONBAY CMNTYS INC$630K0.11%+3,859NEW
198GISGENERAL MILLS INC$627K0.11%+10,992+188.0%
199TPLTEXAS PACIFIC LAND CORPORATI$625K0.11%+1,316NEW
200ALLALLSTATE CORP$625K0.11%+1,638+119.2%
201KRKROGER CO$619K0.11%+4,569+114.5%
202PFGPRINCIPAL FINANCIAL GROUP IN$619K0.11%+6,866NEW
203ROPROPER TECHNOLOGIES INC$617K0.11%+1,035+146.0%
204UPSUNITED PARCEL SVCS INC$608K0.10%+2,807+83.1%
205ITGARTNER INC$605K0.10%+2,414+171.6%
206MDTMEDTRONIC PLC$605K0.10%+1,488+27.1%
207RSGREPUBLIC SVCS INC$604K0.10%+1,165+73.2%
208PNCPNC FINL SVCS GROUP INC$602K0.10%+960+49.7%
209MARMARRIOTT INTL INC NEW$599K0.10%+384+26.5%
210ADSKAUTODESK INC$599K0.10%494−16.5%
211APAAPA CORPORATION$597K0.10%+5,000+55.2%
212INCYINCYTE CORP$596K0.10%+6,334NEW
213WYWEYERHAEUSER CO$595K0.10%+24,373NEW
214SPGIS&P GLOBAL INC$595K0.10%458−24.7%
215OVVOVINTIV INC$592K0.10%+9,979NEW
216FASTFASTENAL CO$588K0.10%+6,192+95.7%
217CNCCENTENE CORP DEL$576K0.10%+8,899+102.4%
218CTVACORTEVA INC$575K0.10%+2,648+62.7%
219HIGHARTFORD INSURANCE GROUP INC$571K0.10%+1,840+77.2%
220ONON SEMICONDUCTOR CORP$571K0.10%+1,456+18.7%
221LYBLYONDELLBASELL INDUSTRIES NV$568K0.10%+7,051NEW
222CRBGCOREBRIDGE FINL INC$568K0.10%+23,804NEW
223NETCLOUDFLARE INC$565K0.10%+2,738NEW
224MTZMASTEC INC$564K0.10%+1,754NEW
225KIMKIMCO REALTY CORP$562K0.10%+25,012NEW
226EQIXEQUINIX INC$556K0.09%+567NEW
227KMIKINDER MORGAN INC DEL$554K0.09%+6,995+73.4%
228DOWDOW HLDGS INC$552K0.09%+13,260NEW
229FEFIRSTENERGY CORP$552K0.09%+5,061+86.7%
230KKRKKR & CO INC$551K0.09%+2,323+63.9%
231STTSTATE STR CORP$551K0.09%+2,129+95.8%
232AAGILENT TECHNOLOGIES INC$546K0.09%+2,387+99.3%
233HCAHCA HEALTHCARE INC$541K0.09%+158+16.0%
234TTETOTALENERGIES SE$539K0.09%+1,660+38.9%
235SNPSSYNOPSYS INC$538K0.09%+88+6.9%
236LBTYALIBERTY GLOBAL LTD$538K0.09%+44,530NEW
237FANGDIAMONDBACK ENERGY INC$537K0.09%+624+29.8%
238CHDCHURCH & DWIGHT CO INC$533K0.09%+2,816+97.1%
239TXTTEXTRON INC$523K0.09%+5,971NEW
240REGREGENCY CTRS CORP$521K0.09%+6,884NEW
241DALDELTA AIR LINES INC$521K0.09%+3,693+89.2%
242BHPBHP BILLITON LIMITED$518K0.09%+2,114+42.2%
243TRMBTRIMBLE INC$517K0.09%+4,546+134.3%
244NTRSNORTHERN TR CORP$516K0.09%+3,700NEW
245MSIMOTOROLA SOLUTIONS INC$515K0.09%+401+51.1%
246RFREGIONS FINANCIAL CORP NEW$515K0.09%+11,843+150.7%
247AIGAMERICAN INTL GROUP INC$506K0.09%+2,776+70.4%
248LHXL3HARRIS TECHNOLOGIES INC$504K0.09%+347+31.2%
249APPAPPLOVIN CORP$503K0.09%+74+6.2%
250SLBSLB LIMITED$503K0.09%+2,569+35.6%
251HPEHEWLETT PACKARD ENTERPRISE C$501K0.09%+6,244+42.2%
252DHRDANAHER CORP DEL$500K0.09%153−5.5%
253NTAPNETAPP INC$500K0.09%+1,853+61.2%
254GSKGSK PLC$499K0.09%+1,463+19.3%
255RGAREINSURANCE GROUP AMER INC$498K0.08%+2,438NEW
256PPLPPL CORP$496K0.08%+12,978NEW
257AONAON PLC$491K0.08%+606+66.2%
258ALAIR LEASE CORP$491K0.08%+7,556NEW
259EWEDWARDS LIFESCIENCES CORP$491K0.08%+2,464+67.3%
260OKEONEOK INC NEW$491K0.08%+1,355+33.3%
261NBIXNEUROCRINE BIOSCIENCES INC$490K0.08%+3,723NEW
262SAPSAP SE$490K0.08%+843+41.8%
263WECWEC ENERGY GROUP INC$489K0.08%+2,275+116.8%
264VRSNVERISIGN INC$487K0.08%+946+93.1%
265BKRBAKER HUGHES COMPANY$484K0.08%+2,832+55.5%
266BIIBBIOGEN INC$482K0.08%+474+22.0%
267NTRANATERA INC$482K0.08%+2,409NEW
268MDLZMONDELEZ INTL INC$480K0.08%+8,319NEW
269VICIVICI PPTYS INC$479K0.08%+17,528NEW
270MCOMOODYS CORP$474K0.08%HELD
271CITHE CIGNA GROUP$473K0.08%+702+65.4%
272GEHCGE HEALTHCARE TECHNOLOGIES I$473K0.08%+6,649NEW
273WBDWARNER BROS DISCOVERY INC$473K0.08%+2,094+13.8%
274CPTCAMDEN PPTY TR$471K0.08%+4,827NEW
275NSANATIONAL STORAGE AFFILIATES$469K0.08%+12,425NEW
276DLRDIGITAL RLTY TR INC$466K0.08%+2,586NEW
277MLIMUELLER INDS INC$465K0.08%+4,195NEW
278FRTFEDERAL RLTY INVT TR NEW$464K0.08%+4,371NEW
279CFRCULLEN FROST BANKERS INC$463K0.08%+3,381NEW
280JBLJABIL INC$461K0.08%+262+17.8%
281HIIHUNTINGTON INGALLS INDS INC$461K0.08%+1,213NEW
282RCLROYAL CARIBBEAN GROUP$460K0.08%+183+12.3%
283CEGCONSTELLATION ENERGY CORP$458K0.08%57−3.4%
284NOCNORTHROP GRUMMAN CORP$458K0.08%+118+21.3%
285NYTNEW YORK TIMES CO MTN BE$457K0.08%+5,454NEW
286TSNTYSON FOODS INC$454K0.08%+7,086NEW
287WENWENDYS CO$452K0.08%+65,042NEW
288ICEINTERCONTINENTAL EXCHANGE IN$452K0.08%+735+34.4%
289ASXASE TECHNOLOGY HLDG CO LTD$449K0.08%+955+4.8%
290PCARPACCAR INC$448K0.08%+1,531+65.2%
291EXPEEXPEDIA GROUP INC$447K0.08%+1,084+126.9%
292CRHCRH PLC$445K0.08%+4,229NEW
293BDXBECTON DICKINSON & CO$444K0.08%+1,318+87.4%
294DDOGDATADOG INC$444K0.08%+1,871+99.0%
295CBSHCOMMERCE BANCSHARES INC$443K0.08%+8,994NEW
296EMREMERSON ELEC CO$438K0.07%+352+11.8%
297RIORIO TINTO PLC$438K0.07%+759+19.3%
298SPOTSPOTIFY TECHNOLOGY S A$437K0.07%+902NEW
299VSTVISTRA CORP$436K0.07%+1,006+53.1%
300BKNGBOOKING HOLDINGS INC$434K0.07%83−44.6%
301IFFINTERNATIONAL FLAVORS&FRAGRA$429K0.07%+5,912NEW
302GRMNGARMIN LTD$429K0.07%+1,847NEW
303EFXEQUIFAX INC$426K0.07%+2,368NEW
304MMM3M CO$425K0.07%+1,070+57.7%
305FITBFIFTH THIRD BANCORP$424K0.07%+4,593+101.4%
306CAHCARDINAL HEALTH INC$423K0.07%+465+30.2%
307ORLYOREILLY AUTOMOTIVE INC$422K0.07%+756+19.8%
308CORCENCORA INC$421K0.07%72−5.1%
309ECLECOLAB INC$418K0.07%+307+24.3%
310CTASCINTAS CORP$416K0.07%+42+1.7%
311NNNNNN REIT INC$415K0.07%+9,863NEW
312NXPINXP SEMICONDUCTORS N V$414K0.07%273−11.5%
313PDDPDD HOLDINGS INC$413K0.07%+1,105+37.7%
314FISVFISERV INC$408K0.07%+7,313NEW
315HDBHDFC BANK LTD$408K0.07%+947+6.1%
316UDRUDR INC$406K0.07%+4,483+59.4%
317SMFGSUMITOMO MITSUI FIN GRP INC$405K0.07%+6,565+47.1%
318BBYBEST BUY INC$405K0.07%+6,302NEW
319EAELECTRONIC ARTS INC$404K0.07%+127+6.8%
320DOCUDOCUSIGN INC$403K0.07%+8,497NEW
321SYYSYSCO CORP$403K0.07%+2,581+84.3%
322SYFSYNCHRONY FINANCIAL$402K0.07%+2,629+80.3%
323QSRRESTAURANT BRANDS INTL INC$400K0.07%+5,406NEW
324ACGLARCH CAP GROUP LTD$399K0.07%194−4.5%
325APOAPOLLO GLOBAL MGMT INC$399K0.07%+428+13.6%
326CRUSCIRRUS LOGIC INC$399K0.07%+2,758NEW
327MTBM & T BK CORP$396K0.07%+604+46.0%
328ZZILLOW GROUP INC$396K0.07%+9,567NEW
329LNTALLIANT ENERGY CORP$394K0.07%+5,493NEW
330MRSHMARSH & MCLENNAN COS INC$394K0.07%+37+1.7%
331AGOASSURED GUARANTY LTD$393K0.07%+4,822NEW
332PRUPRUDENTIAL FINL INC$393K0.07%+310+8.4%
333XELXCEL ENERGY INC$393K0.07%+1,676+51.3%
334DGDOLLAR GEN CORP$391K0.07%+1,313+66.3%
335YUMYUM BRANDS INC$390K0.07%+948+60.8%
336TYLTYLER TECHNOLOGIES INC$390K0.07%+1,138NEW
337TRGPTARGA RES CORP$389K0.07%+316+25.6%
338ILMNILLUMINA INC$388K0.07%+3,148NEW
339BBVABANCO BILBAO VIZCAYA ARGENTA$388K0.07%+2,877+19.1%
340GWWWW GRAINGER INC$387K0.07%+76+27.2%
341NTNXNUTANIX INC$387K0.07%+10,173NEW
342SUISUN CMNTYS INC$385K0.07%+3,056NEW
343PEGPUBLIC SVC ENTERPRISE GROUP$384K0.07%+1,895+66.6%
344DDDUPONT DE NEMOURS INC$383K0.07%+8,368NEW
345EBAYEBAY INC.$383K0.07%+1,817+76.1%
346CTRACOTERRA ENERGY INC$382K0.07%+10,870NEW
347DDOMINION ENERGY INC$382K0.06%+2,394+63.3%
348CWCURTISS WRIGHT CORP$381K0.06%+560NEW
349FFORD MTR CO$379K0.06%+13,909+73.5%
350BOKFBOK FINL CORP$378K0.06%+2,951NEW
351ODFLOLD DOMINION FREIGHT LINE IN$378K0.06%+376+24.2%
352TTCTORO CO$374K0.06%+4,003NEW
353NGGNATIONAL GRID PLC$374K0.06%+919+26.2%
354SEICSEI INVTS CO$372K0.06%+4,747NEW
355EWBCEAST WEST BANCORP INC$372K0.06%+3,483NEW
356HPQHP INC$371K0.06%+19,320NEW
357BPOPPOPULAR INC$371K0.06%+2,763NEW
358MTCHMATCH GROUP INC NEW$370K0.06%+12,059NEW
359BTIBRITISH AMERN TOB PLC$370K0.06%+1,822+40.4%
360HASHASBRO INC$370K0.06%+3,952NEW
361PNWPINNACLE WEST CAP CORP$365K0.06%+3,624NEW
362UBSUBS GROUP AG$364K0.06%+1,809+24.1%
363ALBALBEMARLE CORP$363K0.06%+2,023NEW
364GWREGUIDEWIRE SOFTWARE INC$360K0.06%+2,409NEW
365PKGPACKAGING CORP AMER$360K0.06%+1,697NEW
366STLDSTEEL DYNAMICS INC$359K0.06%+1,993NEW
367TPRTAPESTRY INC$354K0.06%+2,510NEW
368IRMIRON MTN INC DEL$354K0.06%+3,462NEW
369ALLYALLY FINL INC$353K0.06%+8,996NEW
370AJGGALLAGHER ARTHUR J & CO$352K0.06%+415+34.3%
371VNOMVIPER ENERGY INC$352K0.06%+7,481NEW
372IQVIQVIA HLDGS INC$351K0.06%+312+17.8%
373CARRCARRIER GLOBAL CORPORATION$351K0.06%+6,228NEW
374ARWARROW ELECTRS INC$350K0.06%+2,440NEW
375AMTAMERICAN TOWER CORP$349K0.06%+35+1.8%
376CNPCENTERPOINT ENERGY INC$344K0.06%+7,970NEW
377HBANHUNTINGTON BANCSHARES INC$342K0.06%+8,488+63.4%
378PCORPROCORE TECHNOLOGIES INC$342K0.06%+6,005NEW
379CPNGCOUPANG INC$342K0.06%+18,100NEW
380AOSSMITH A O CORP$340K0.06%+5,155NEW
381NUENUCOR CORP$339K0.06%+380+23.4%
382BUDANHEUSER BUSCH INBEV SA NV$339K0.06%+1,019+26.3%
383ADMARCHER DANIELS MIDLAND CO$339K0.06%+4,662NEW
384AVTAVNET INC$337K0.06%+5,465NEW
385NSCNORFOLK SOUTHN CORP$336K0.06%+216+22.6%
386IDXXIDEXX LABS INC$335K0.06%+66+12.4%
387TROWPRICE T ROWE GROUP INC$332K0.06%+3,687NEW
388PCTYPAYLOCITY HLDG CORP$332K0.06%+3,072NEW
389CMGCHIPOTLE MEXICAN GRILL INC$332K0.06%+2,013+24.1%
390OTISOTIS WORLDWIDE CORP$330K0.06%+4,283NEW
391TDGTRANSDIGM GROUP INC$329K0.06%+68+31.5%
392WDAYWORKDAY INC$328K0.06%+2,525NEW
393CNACNA FINL CORP$327K0.06%+7,116NEW
394CMSCMS ENERGY CORP$326K0.06%+1,296+44.5%
395EXELEXELIXIS INC$325K0.06%+7,587NEW
396UNMUNUM GROUP$325K0.06%+4,444NEW
397KNXKNIGHT-SWIFT TRANSN HLDGS IN$324K0.06%+5,622NEW
398SONYSONY GROUP CORP$323K0.06%+4,242+37.3%
399FTVFORTIVE CORP$323K0.05%+5,840NEW
400AMPAMERIPRISE FINL INC$321K0.05%+160+28.4%
401OGEOGE ENERGY CORP$321K0.05%+6,685NEW
402UTHRUNITED THERAPEUTICS CORP DEL$320K0.05%+539NEW
403ZIONZIONS BANCORPORATION NATL AS$319K0.05%+5,539NEW
404BPBP PLC$319K0.05%+6,783NEW
405GAPGAP INC$319K0.05%+13,169NEW
406IBNICICI BANK LIMITED$318K0.05%+3,623+41.8%
407CBOECBOE GLOBAL MKTS INC$315K0.05%+294+35.6%
408COINCOINBASE GLOBAL INC$315K0.05%+1,804NEW
409MEDPMEDPACE HLDGS INC$315K0.05%+655NEW
410MKSIMKS INC.$314K0.05%+1,367NEW
411THGHANOVER INS GROUP INC$313K0.05%+1,803NEW
412HO1HOLOGIC INC$312K0.05%+4,131NEW
413SFMSPROUTS FMRS MKT INC$312K0.05%+4,048NEW
414SMSM ENERGY COMPANY$311K0.05%+9,966NEW
415CRCLCIRCLE INTERNET GROUP INC$310K0.05%+3,254NEW
416JEFJEFFERIES FINANCIAL GROUP IN$310K0.05%+7,515NEW
417FLSFLOWSERVE CORP$310K0.05%+4,215NEW
418OZKBANK OZK LITTLE ROCK ARK$310K0.05%+6,750NEW
419HOODROBINHOOD MKTS INC$310K0.05%+4,467NEW
420ARMKARAMARK$309K0.05%+7,634NEW
421LYGLLOYDS BANKING GROUP PLC$309K0.05%+11,739+23.6%
422GLPIGAMING & LEISURE P$309K0.05%+6,963NEW
423ORIOLD REP INTL CORP$307K0.05%+7,698NEW
424EMNEASTMAN CHEM CO$304K0.05%+3,986NEW
425IVZINVESCO LTD$304K0.05%+12,507NEW
426AEEAMEREN CORP$302K0.05%+2,749NEW
427SHWSHERWIN WILLIAMS CO$302K0.05%+194+26.0%
428THCTENET HEALTHCARE CORP$301K0.05%+1,594NEW
429QQNITY ELECTRONICS INC$300K0.05%+2,601NEW
430DTEDTE ENERGY CO$299K0.05%+2,048NEW
431MFGMIZUHO FINANCIAL GROUP INC$299K0.05%+10,232+37.2%
432ATOATMOS ENERGY CORP$299K0.05%+337+26.3%
433ULUNILEVER PLC$299K0.05%+1,025+24.3%
434EMEEMCOR GROUP INC$298K0.05%+403NEW
435XYLXYLEM INC$295K0.05%+2,465NEW
436KVUEKENVUE INC$294K0.05%+5,248+44.4%
437CTSHCOGNIZANT TECHNOLOGY SOLUTIO$293K0.05%1,146−19.3%
438EGEVEREST GROUP LTD$291K0.05%+891NEW
439ITTITT INC$291K0.05%+1,527NEW
440WBSWEBSTER FINL CORP$291K0.05%+4,185NEW
441DOCHEALTHPEAK PROPERTIES INC$290K0.05%+17,678NEW
442EQHEQUITABLE HLDGS INC$290K0.05%+7,822NEW
443ASHASHLAND INC$289K0.05%+5,202NEW
444COKECOCA COLA CONS INC$289K0.05%+1,507NEW
445RBLXROBLOX CORP$288K0.05%+5,098NEW
446WCCWESCO INTL INC$288K0.05%+1,053NEW
447PRIPRIMERICA INC$288K0.05%+1,149NEW
448KDPKEURIG DR PEPPER INC$287K0.05%+540+5.2%
449VMCVULCAN MATLS CO$287K0.05%+267+33.9%
450PBPROSPERITY BANCSHARES INC$287K0.05%+4,267NEW
451CNHCNH INDL N V$286K0.05%+25,984NEW
452WPCWP CAREY INC$284K0.05%+4,181NEW
453VALEVALE S A$284K0.05%+3,390+23.5%
454MGMMGM RESORTS INTERNATIONAL$284K0.05%+7,663NEW
455ROKROCKWELL AUTOMATION INC$282K0.05%135−14.7%
456HUNHUNTSMAN CORP$281K0.05%+21,115NEW
457BFAMBRIGHT HORIZONS FAM SOL IN D$280K0.05%+3,415NEW
458ESIELEMENT SOLUTIONS INC$277K0.05%+8,117NEW
459SSENTINELONE INC$277K0.05%+21,489NEW
460LOPEGRAND CANYON ED INC$276K0.05%+1,625NEW
461GGGGRACO INC$276K0.05%+3,264NEW
462AAALCOA CORP$276K0.05%+4,160NEW
463DHID R HORTON INC$274K0.05%+349+21.2%
464LYVLIVE NATION ENTERTAINMENT IN$273K0.05%+1,792NEW
465BKHBLACK HILLS CORP$273K0.05%+3,936NEW
466NDAQNASDAQ INC$273K0.05%+99+3.2%
467AVYAVERY DENNISON CORP$272K0.05%+1,576NEW
468NVONOVO-NORDISK A S$271K0.05%+1,141+18.3%
469FRHCFREEDOM HOLDING CORP$271K0.05%+1,870NEW
470EENI SPA$270K0.05%+4,778NEW
471EQTEQT CORP$269K0.05%+4,232NEW
472MTGMGIC INVT CORP WIS$269K0.05%+10,243NEW
473UALUNITED AIRLS HLDGS INC$269K0.05%+193+7.1%
474RRCRANGE RES CORP$267K0.05%+5,917NEW
475BMRNBIOMARIN PHARMACEUTICAL INC$267K0.05%+4,732NEW
476ELVELEVANCE HEALTH INC FORMERLY$267K0.05%1,136−55.5%
477MRPMILLROSE PPTYS INC$266K0.05%+9,490NEW
478NWSNEWS CORP NEW$263K0.04%+9,240NEW
479BURLBURLINGTON STORES INC$263K0.04%+808NEW
480VTRSVIATRIS INC$262K0.04%+6,453+49.8%
481LITELUMENTUM HLDGS INC$262K0.04%+373NEW
482ELSEQUITY LIFESTYLE PROPERTIES$262K0.04%+4,192NEW
483FNBF N B CORP$262K0.04%+15,646NEW
484MSTRSTRATEGY INC$261K0.04%+2,088NEW
485ALSNALLISON TRANSMISSION HLDGS I$260K0.04%+2,218NEW
486TWTRADEWEB MKTS INC$259K0.04%+2,205NEW
487DECKDECKERS OUTDOOR CORP$259K0.04%+2,591NEW
488DOXAMDOCS LTD$259K0.04%+3,972NEW
489ARESARES MANAGEMENT CORPORATION$259K0.04%+2,370NEW
490DVADAVITA INC$257K0.04%+1,675NEW
491URIUNITED RENTALS INC$257K0.04%+17+5.1%
492EXREXTRA SPACE STORAGE INC$257K0.04%+1,960NEW
493IRINGERSOLL RAND INC$255K0.04%+3,184NEW
494STAGSTAG INDUSTRIAL INC$255K0.04%+7,069NEW
495GFSGLOBALFOUNDRIES INC$253K0.04%+5,698NEW
496CVNACARVANA CO$253K0.04%+806NEW
497ESSESSEX PPTY TR INC$253K0.04%+1,047NEW
498NKENIKE INC$253K0.04%+758+18.8%
499SNYSANOFI SA$252K0.04%+5,222NEW
500IACIAC INC$251K0.04%+6,271NEW

Source: SEC EDGAR · accession 0002111359-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.