MondegarAI
← Tracker

Institutional

Gotham Asset Management, LLC

CIK 0001510387
$32.65B
Reported AUM
1,749
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Gotham Asset Management, LLC · Q1 2026

AI · grounded in 13F

Gotham Asset Management, LLC increased its stake in AAPL by 83.88% to lead its buying activity. The fund also established a new position in IWV valued at $106.99M and grew its holdings in VOO by 53.26%. On the selling side, the fund trimmed its position in FLO by 88.16% and closed its entire position in 9HI, resulting in a $39.28M reduction.

Portfolio · Q1 2026

SPY$5.86BAAPLNVDAGSPYOther$18.26BGL

Top holdings· first 500 of 1749

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$5.86B17.94%+2,278,473+33.9%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$729.2M2.23%+1,310,646+83.9%
3NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$720.8M2.21%+1,179,717+39.9%
4GSPYTIDAL TRUST I$40.19-2.28%25.95%80.42%$600.7M1.84%+253,261+1.5%
5IVVISHARES TR$740.91-2.62%24.60%80.03%$284.4M0.87%+27,684+6.8%
6VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$168.4M0.52%+91,454+11.9%
7VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$165.4M0.51%+96,178+53.3%
8AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$164.5M0.50%203,617−20.5%
9GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$157.9M0.48%+27,928+5.4%
10SNOWSNOWFLAKE INC$238.26-2.42%13.01%-10.33%$149.5M0.46%+1,295+0.1%
11SGOVISHARES TR$100.450.03%4.31%19.02%$124.7M0.38%549,044−30.7%
12IEFAISHARES TR$95.56-2.60%18.86%46.61%$119.0M0.36%+321,783+32.4%
13MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$113.2M0.35%+19,878+7.0%
14IWVISHARES TR$418.71-2.61%24.02%70.65%$107.0M0.33%+288,620NEW
15AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$106.9M0.33%+11,617+3.5%
16GVLUTIDAL TRUST I$26.29-0.68%17.68%54.41%$105.7M0.32%+350,000+9.1%
17WDCWESTERN DIGITAL CORP$511.72-11.08%827.07%947.44%$99.5M0.30%138,986−27.4%
18APAAPA CORPORATION$36.57-4.32%105.91%125.66%$98.4M0.30%+29,523+1.3%
19IRDMIRIDIUM COMMUNICATIONS INC$47.36-9.05%75.34%19.37%$93.0M0.28%+1,044,221+45.2%
20FTITECHNIPFMC PLC$66.82-3.17%106.31%844.32%$91.4M0.28%14,546−1.1%
21TPRTAPESTRY INC$140.10-0.26%80.54%277.05%$90.0M0.28%+61,272+10.6%
22CFCF INDUSTRIES HOLD$113.49-3.43%25.81%167.00%$89.7M0.27%+81,151+13.3%
23IEMGISHARES INC$78.63-6.40%38.44%42.72%$85.6M0.26%+213,634+21.1%
24QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$85.5M0.26%+44,476+42.9%
25CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$83.0M0.25%5,377−4.4%
26MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$82.6M0.25%+14,400+6.3%
27METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$80.8M0.25%+9,265+7.0%
28ABNBAIRBNB INC$133.54-0.13%-5.05%-7.27%$78.5M0.24%162,279−20.7%
29PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$78.4M0.24%+86,390+19.2%
30NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$77.2M0.24%4,038−0.6%
31TSLATESLA INC$391.00-6.56%$76.1M0.23%+40,108+24.4%
32WFRDWEATHERFORD INTL PLC$97.17-6.32%$76.1M0.23%44,660−5.3%
33BYDBOYD GAMING CORP$87.87-0.58%$70.5M0.22%+174,362+25.5%
34SCCOSOUTHERN COPPER CORP$172.97-10.88%$67.7M0.21%52,611−11.8%
35FIXCOMFORT SYS USA INC$1843.94-3.69%$67.3M0.21%5,574−10.2%
36NDSNNORDSON CORP$282.73-1.31%$67.0M0.21%+7,135+2.9%
37NVTNVENT ELEC PLC$162.86-6.34%$66.7M0.20%7,158−1.3%
38VTIVANGUARD INDEX FDS$363.38-2.68%$66.6M0.20%+84,216+68.2%
39ASTSAST SPACEMOBILE INC$93.60-12.76%$64.7M0.20%45,300−5.5%
40DUKDUKE ENERGY CORP NEW$124.221.97%$64.6M0.20%67,491−12.0%
41IAUISHARES GOLD TR$81.22-3.63%$64.4M0.20%66,357−8.3%
42REGNREGENERON PHARMACEUTICALS$635.451.07%$64.0M0.20%+2,575+3.2%
43SNDKSANDISK CORP$1559.32-11.39%$63.8M0.20%124,034−55.3%
44INCYINCYTE CORP$102.381.13%$63.7M0.20%+323,975+91.9%
45LRCXLAM RESEARCH CORP$303.28-9.85%$63.6M0.19%+2,319+0.8%
46RBCRBC BEARINGS INC$590.090.06%$63.2M0.19%799−0.7%
47NTAPNETAPP INC$167.04-6.61%$62.8M0.19%+130,157+26.9%
48VUGVANGUARD INDEX FDS$85.93-3.62%$62.2M0.19%+49,936+54.0%
49EXPEEXPEDIA GROUP INC$228.880.75%$61.9M0.19%+47,896+21.8%
50CRLCHARLES RIV LABS INTL INC$181.34-2.40%$61.8M0.19%+68,986+23.8%
51JBLJABIL INC$353.24-5.51%$61.7M0.19%+19,216+9.0%
52GMGENERAL MTRS CO$82.11-1.33%$61.5M0.19%+270,320+48.7%
53MRKMERCK & CO INC$120.790.44%$60.9M0.19%+59,124+13.2%
54VTRSVIATRIS INC$15.88-0.13%$60.8M0.19%+955,242+26.9%
55HASHASBRO INC$84.18-0.34%$60.8M0.19%+119,215+22.5%
56MASIMASIMO CORP$178.82-0.04%$60.7M0.19%726−0.2%
57AGGISHARES TR$98.17-0.50%$60.3M0.18%+240,578+65.5%
58RLRALPH LAUREN CORP$366.55-0.05%$60.2M0.18%+59,140+51.0%
59RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$60.2M0.18%+134,047+74.7%
60APHAMPHENOL CORP$138.81-5.42%$60.0M0.18%+121,044+34.2%
61OXYOCCIDENTAL PETE CORP$56.93-2.97%$59.8M0.18%211,088−18.7%
62PYPLPAYPAL HLDGS INC$41.29-3.42%$59.7M0.18%+836,823+173.2%
63CSCOCISCO SYS INC$121.64-6.43%$59.6M0.18%+91,319+13.5%
64DALDELTA AIR LINES INC$79.42-0.11%$59.4M0.18%78,933−8.1%
65BONDPIMCO ETF TR$91.24-0.57%$59.4M0.18%+414,200+180.9%
66FDSFACTSET RESH SYS INC$255.620.24%$59.3M0.18%+109,797+67.2%
67DELLDELL TECHNOLOGIES INC$394.39-6.55%$59.2M0.18%+51,023+16.5%
68EVRGEVERGY INC$83.271.69%$58.9M0.18%+39,592+5.8%
69DDSDILLARDS INC$606.27-1.18%$58.6M0.18%+28,702+39.0%
70NVSTENVISTA HOLDINGS CORPORATION$23.101.01%$58.1M0.18%+876,634+62.0%
71BWABORGWARNER INC$72.63-5.71%$57.9M0.18%+188,790+21.5%
72WEXWEX INC$148.210.91%$57.4M0.18%+107,610+40.2%
73ULTAULTA BEAUTY INC$467.070.98%$55.8M0.17%+20,331+23.5%
74CHRWC H ROBINSON WORLDWIDE IN$184.09-0.27%$55.6M0.17%+38,284+12.9%
75JNJJOHNSON & JOHNSON$232.772.02%$55.6M0.17%11,996−5.0%
76EMEEMCOR GROUP INC$817.44-3.31%$55.3M0.17%+6,290+9.2%
77OCOWENS CORNING NEW$119.20-0.96%$55.2M0.17%+120,587+30.9%
78BILSPDR SERIES TRUST$91.450.04%$55.0M0.17%802,364−57.2%
79MTZMASTEC INC$363.89-2.89%$54.9M0.17%36,759−17.7%
80AMATAPPLIED MATLS INC$453.01-9.71%$54.9M0.17%+8,653+5.7%
81HPEHEWLETT PACKARD ENTERPRISE C$49.20-8.36%$54.8M0.17%+873,891+61.1%
82DDDUPONT DE NEMOURS INC$46.85-1.68%$54.7M0.17%+510,490+74.6%
83BIIBBIOGEN INC$195.34-0.57%$54.7M0.17%+21,628+7.8%
84BKNGBOOKING HOLDINGS INC$165.84-0.99%$54.5M0.17%+4,405+51.5%
85JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%$53.9M0.17%+106,393+34.9%
86GOOGALPHABET INC$365.76-0.95%$53.5M0.16%10,406−5.3%
87VLOVALERO ENERGY CORP$255.82-1.17%$53.3M0.16%+15,783+7.9%
88SNXTD SYNNEX CORPORATION$268.80-3.16%$52.9M0.16%+195,275+164.7%
89DLRDIGITAL RLTY TR INC$186.79-1.01%$52.7M0.16%+53,495+22.4%
90GILDGILEAD SCIENCES INC$129.16-0.02%$52.4M0.16%+76,712+25.6%
91BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$52.3M0.16%+79,339+10.1%
92AFLAFLAC INC$118.242.56%$52.3M0.16%+70,779+17.4%
93VTRVENTAS INC$82.023.69%$52.1M0.16%+98,399+18.3%
94RRYDER SYS INC$265.220.10%$52.1M0.16%+92,714+57.4%
95ROPROPER TECHNOLOGIES INC$332.180.11%$51.7M0.16%+79,154+118.1%
96ONON SEMICONDUCTOR CORP$117.26-11.05%$51.7M0.16%+72,742+9.5%
97XOMEXXON MOBIL CORP$149.92-1.39%$51.1M0.16%+46,502+18.3%
98CCKCROWN HLDGS INC$93.380.34%$51.1M0.16%+45,912+9.9%
99LYBLYONDELLBASELL INDUSTRIES NV$64.50-2.54%$50.9M0.16%+249,457+65.2%
100BEPCBROOKFIELD RENEWABLE CORP$38.72-0.28%$50.8M0.16%10,790−0.8%
101CBOECBOE GLOBAL MKTS INC$50.5M0.15%+77,586+76.0%
102LULULULULEMON ATHLETICA INC$50.4M0.15%+46,810+16.6%
103PNWPINNACLE WEST CAP CORP$50.3M0.15%4,963−1.0%
104TMOTHERMO FISHER SCIENTIFIC INC$50.2M0.15%+29,307+40.3%
105HWMHOWMET AEROSPACE INC$50.0M0.15%2,592−1.2%
106BRK/BBERKSHIRE HATHAWAY INC DEL$49.9M0.15%+3,592+3.6%
107NFLXNETFLIX INC.$49.7M0.15%+160,043+44.8%
108ITGARTNER INC$49.7M0.15%+156,220+99.0%
109QCOMQUALCOMM INC$49.6M0.15%+156,983+68.7%
110DECKDECKERS OUTDOOR CORP$49.5M0.15%+195,005+65.1%
111AMANTERO MIDSTREAM CORP$49.4M0.15%+35,580+1.7%
112HSTHOST HOTELS & RESORTS INC$49.3M0.15%+594,943+30.1%
113DVNDEVON ENERGY CORP NEW$49.3M0.15%+27,876+2.9%
114MOALTRIA GROUP INC$49.3M0.15%+134,848+22.0%
115XYLXYLEM INC$49.2M0.15%+102,683+33.2%
116LFUSLITTELFUSE INC$49.1M0.15%5,395−3.6%
117CWCURTISS WRIGHT CORP$49.0M0.15%+8,010+12.5%
118TAPMOLSON COORS BEVERAGE CO$48.8M0.15%+477,617+72.9%
119LHLABCORP HOLDINGS INC$48.6M0.15%+20,535+12.7%
120MDTMEDTRONIC PLC$48.6M0.15%+260,327+86.7%
121WSMWILLIAMS SONOMA INC$48.4M0.15%+59,140+28.7%
122AMKRAMKOR TECHNOLOGY INC$48.3M0.15%119,382−10.0%
123HALOHALOZYME THERAPEUTICS INC$48.3M0.15%+307,133+69.8%
124VRTVERTIV HOLDINGS CO$48.3M0.15%6,592−3.3%
125CTVACORTEVA INC$48.1M0.15%+230,984+67.1%
126GDGENERAL DYNAMICS CORP$48.1M0.15%6,299−4.3%
127JPSTJ P MORGAN EXCHANGE TRADED F$47.8M0.15%+374,129+65.7%
128UTHRUNITED THERAPEUTICS CORP DEL$47.7M0.15%+369+0.5%
129NBIXNEUROCRINE BIOSCIENCES INC$47.4M0.15%+191,564+113.6%
130MLIMUELLER INDS INC$47.3M0.14%+120,439+39.3%
131TNLTRAVEL PLUS LEISURE CO$47.2M0.14%+51,560+8.2%
132CIENCIENA CORP$47.1M0.14%15,000−11.0%
133FFIVF5 INC$46.9M0.14%+13,677+9.2%
134HRHEALTHCARE RLTY TR$46.9M0.14%+1,597,482+137.1%
135MAAMID-AMER APT CMNTYS INC$46.4M0.14%+49,631+15.0%
136ANAUTONATION INC$46.4M0.14%+46,844+24.6%
137ALSNALLISON TRANSMISSION HLDGS I$46.2M0.14%2,123−0.5%
138DTMDT MIDSTREAM INC$46.0M0.14%+56,426+19.8%
139ACWIISHARES TR$46.0M0.14%+136,681+69.9%
140KLACKLA CORP$45.7M0.14%+3,280+11.8%
141RRXREGAL REXNORD CORPORATION$45.6M0.14%9,604−3.8%
142IWBISHARES TR$45.6M0.14%+119,974+1535.2%
143RLIRLI CORP$45.3M0.14%+170,914+27.4%
144IDXXIDEXX LABS INC$45.2M0.14%+20,739+34.7%
145EXEEXPAND ENERGY CORPORATION$45.1M0.14%126,282−23.5%
146MKSIMKS INC.$44.9M0.14%29,812−13.2%
147TDYTELEDYNE TECHNOLOGIES INC$44.5M0.14%+9,031+14.0%
148HALHALLIBURTON CO$44.5M0.14%+63,850+5.9%
149ESIELEMENT SOLUTIONS INC$44.5M0.14%+241,904+22.8%
150CRUSCIRRUS LOGIC INC$44.4M0.14%+76,388+33.1%
151TSNTYSON FOODS INC$44.3M0.14%+61,316+9.7%
152LSTRLANDSTAR SYS INC$44.3M0.14%64,045−18.8%
153VVISA INC$44.2M0.14%+41,641+39.8%
154CNPCENTERPOINT ENERGY INC$44.2M0.14%+219,351+27.2%
155WELLWELLTOWER INC$44.0M0.13%+52,232+30.7%
156MRPMILLROSE PPTYS INC$43.8M0.13%+798,814+104.5%
157DLTRDOLLAR TREE INC$43.5M0.13%+133,424+50.6%
158TAT&T INC$43.5M0.13%+24,604+1.7%
159VICIVICI PPTYS INC$43.3M0.13%+667,139+72.6%
160USFDUS FOODS HLDG CORP$43.3M0.13%+50,540+12.1%
161DINOHF SINCLAIR CORP$43.2M0.13%45,117−6.1%
162TJXTJX COS INC NEW$43.1M0.13%+11,147+4.3%
163MCKMCKESSON CORP$42.8M0.13%+9,156+22.7%
164TKRTIMKEN CO$42.7M0.13%+110,458+35.2%
165VRSKVERISK ANALYTICS INC$42.6M0.13%+28,828+14.7%
166AAALCOA CORP$42.5M0.13%+34,281+5.6%
167BIOBIO RAD LABS INC$42.5M0.13%+35,366+30.2%
168HLTHILTON WORLDWIDE HLDGS INC$42.3M0.13%+13,549+10.8%
169COPCONOCOPHILLIPS$42.2M0.13%+155,659+94.8%
170ECLECOLAB INC$42.2M0.13%+23,977+17.8%
171ILMNILLUMINA INC$42.1M0.13%+26,928+8.5%
172FCXFREEPORT MCMORAN INC$42.1M0.13%11,423−1.6%
173INGRINGREDION INC$41.7M0.13%+149,748+67.9%
174ADBEADOBE INC$41.6M0.13%+66,940+64.3%
175DGDOLLAR GEN CORP$41.6M0.13%+83,810+31.5%
176KMXCARMAX INC$40.9M0.13%+558,162+130.9%
177MSGSMADISON SQUARE GRDN SPRT COR$40.7M0.12%+22,020+21.1%
178SOLVSOLVENTUM CORP$40.7M0.12%+331,525+113.8%
179WMSADVANCED DRAIN SYS INC DEL$40.4M0.12%+54,936+22.9%
180WMTWALMART INC$40.4M0.12%+11,795+3.8%
181HIGHARTFORD INSURANCE GROUP INC$39.9M0.12%+21,794+8.0%
182CMICUMMINS INC$39.5M0.12%+7,814+11.9%
183ALAIR LEASE CORP$39.5M0.12%+178,059+41.4%
184EXELEXELIXIS INC$39.5M0.12%+195,436+27.0%
185ITTITT INC$39.4M0.12%5,801−2.7%
186MNSTMONSTER BEVERAGE CORP NEW$39.4M0.12%+39,153+7.8%
187SAMBOSTON BEER INC$39.2M0.12%78,592−31.6%
188ROIVROIVANT SCIENCES LTD$39.2M0.12%+490,898+53.1%
189OGEOGE ENERGY CORP$39.2M0.12%+475,251+138.7%
190CMECME GROUP INC$39.2M0.12%9,988−7.0%
191MAMASTERCARD INCORPORATED$39.1M0.12%+10,322+15.2%
192STZCONSTELLATION BRANDS INC$38.8M0.12%+41,507+19.1%
193KOCOCA COLA CO$38.8M0.12%+18,788+3.8%
194CLHCLEAN HARBORS INC$38.6M0.12%+22,337+19.9%
195JBHTHUNT J B TRANS SVCS INC$38.6M0.12%+45,648+33.5%
196PSAPUBLIC STORAGE OPER CO$38.6M0.12%+5,852+4.3%
197KVUEKENVUE INC$38.5M0.12%+353,752+18.8%
198PIIPOLARIS INC$38.5M0.12%347−0.0%
199CLXCLOROX CO DEL$38.3M0.12%+221,946+150.1%
200SMSM ENERGY COMPANY$38.3M0.12%+1,217,544+11232.0%
201SYKSTRYKER CORPORATION$38.3M0.12%+65,627+129.1%
202GNRCGENERAC HLDGS INC$38.2M0.12%10,609−5.2%
203KMBKIMBERLY-CLARK CORP$38.1M0.12%+93,066+30.8%
204TERTERADYNE INC$38.1M0.12%14,103−9.9%
205FERGFERGUSON ENTERPRISES INC$38.0M0.12%+34,558+26.9%
206ATIATI INC$37.9M0.12%30,508−10.5%
207SWKSSKYWORKS SOLUTIONS INC$37.9M0.12%+138,850+24.4%
208HUBBHUBBELL INC$37.6M0.12%+2,020+2.7%
209NFGNATIONAL FUEL GAS CO$37.6M0.12%97,108−19.5%
210LUNRINTUITIVE MACHINES INC$37.5M0.11%HELD
211CAHCARDINAL HEALTH INC$37.4M0.11%+10,984+6.6%
212WHWYNDHAM HOTELS & RESORTS INC$37.4M0.11%+6,359+1.4%
213PTCPTC INC$37.1M0.11%+10,253+4.1%
214SONSONOCO PRODS CO$37.1M0.11%+565,744+469.4%
215GDDYGODADDY INC$37.1M0.11%+183,035+68.9%
216PPCPILGRIMS PRIDE CORP$36.9M0.11%+246,699+33.7%
217PLDPROLOGIS INC.$36.9M0.11%+70,507+33.8%
218WTRGESSENTIAL UTILS INC$36.8M0.11%28,940−3.1%
219SLBSLB LIMITED$36.5M0.11%+38,523+5.7%
220OHIOMEGA HEALTHCARE INVS INC$36.5M0.11%+270,897+48.2%
221BWXTBWX TECHNOLOGIES INC$36.3M0.11%+9,198+5.5%
222NDAQNASDAQ INC$36.3M0.11%+87,865+25.9%
223UIUBIQUITI INC$36.1M0.11%1,257−2.7%
224LINLINDE PLC$35.9M0.11%+18,730+34.9%
225LECOLINCOLN ELEC HLDGS INC$35.8M0.11%+13,403+10.3%
226PRMBPRIMO BRANDS CORPORATION$35.8M0.11%+732,228+62.6%
227LMTLOCKHEED MARTIN CORP$35.6M0.11%+46,570+376.5%
228ROKROCKWELL AUTOMATION INC$35.6M0.11%15,950−13.8%
229BBYBEST BUY INC$35.6M0.11%+301,735+119.5%
230MRSHMARSH & MCLENNAN COS INC$35.5M0.11%36,856−15.3%
231ORIOLD REP INTL CORP$35.4M0.11%191,673−17.8%
232TXTTEXTRON INC$35.4M0.11%+141,507+53.9%
233JJACOBS SOLUTIONS INC$35.2M0.11%+146,092+112.3%
234APPAPPLOVIN CORP$35.1M0.11%+9,254+11.7%
235VEAVANGUARD TAX-MANAGED FDS$35.1M0.11%+145,458+36.2%
236ALLEALLEGION PLC$34.8M0.11%+76,460+46.9%
237ASAMER SPORTS INC$34.8M0.11%+205,092+24.1%
238NYTNEW YORK TIMES CO MTN BE$34.8M0.11%+65,841+18.8%
239VZVERIZON COMMUNICATIONS INC$34.6M0.11%+276,006+66.8%
240ONTOONTO INNOVATION INC$34.5M0.11%32,091−16.0%
241ADIANALOG DEVICES INC$34.5M0.11%9,537−8.1%
242LDOSLEIDOS HOLDINGS INC$34.4M0.11%+89,875+68.3%
243STSENSATA TECHNOLOGIES HLDG PL$34.4M0.11%+130,840+15.5%
244FFORD MTR CO$34.4M0.11%+676,789+29.4%
245DOCUDOCUSIGN INC$34.3M0.11%+549,172+313.8%
246CDNSCADENCE DESIGN SYSTEM INC$34.3M0.10%+4,107+3.4%
247SSNCSS&C TECH HLDGS$34.2M0.10%+32,099+6.8%
248ADMARCHER DANIELS MIDLAND CO$34.0M0.10%+9,527+2.1%
249FDXFEDEX CORP$33.9M0.10%+16,440+20.9%
250FLSFLOWSERVE CORP$33.8M0.10%+110,303+31.5%
251VRSNVERISIGN INC$33.8M0.10%63,606−31.9%
252TDCTERADATA CORP DEL$33.8M0.10%+156,693+13.5%
253CRSCARPENTER TECHNOLOGY CORP$33.7M0.10%3,997−4.5%
254ADPAUTOMATIC DATA PROCESSING IN$33.7M0.10%+65,051+64.6%
255JPMJPMORGAN CHASE & CO$33.6M0.10%+3,420+3.1%
256CASYCASEYS GEN STORES INC$33.5M0.10%+15,116+48.9%
257CBCHUBB LTD SWITZ$33.3M0.10%+9,510+10.3%
258BROBROWN & BROWN INC$33.3M0.10%+209,491+69.7%
259APTVAPTIV PLC$33.2M0.10%+142,678+42.6%
260SWKSTANLEY BLACK & DECKER INC$33.1M0.10%+200,548+75.5%
261WCCWESCO INTL INC$33.1M0.10%+19,154+18.8%
262VSNTVERSANT MEDIA GROUP INC$33.1M0.10%+893,983NEW
263DISDISNEY WALT CO$33.1M0.10%92,387−21.2%
264BNDVANGUARD BD INDEX FDS$33.0M0.10%+70,546+18.7%
265EBAYEBAY INC.$32.9M0.10%+139,625+62.9%
266UBERUBER TECHNOLOGIES INC$32.6M0.10%+204,919+82.5%
267HPQHP INC$32.6M0.10%+516,023+43.7%
268FBNDFIDELITY MERRIMACK STR TR$32.6M0.10%+203,331+39.8%
269LEALEAR CORP$32.3M0.10%+94,792+55.2%
270OKEONEOK INC NEW$32.0M0.10%+54,673+18.3%
271BFAMBRIGHT HORIZONS FAM SOL IN D$31.9M0.10%+178,420+84.7%
272MTCHMATCH GROUP INC NEW$31.9M0.10%+529,197+104.0%
273INTUINTUIT$31.8M0.10%+58,998+403.9%
274KDKYNDRYL HLDGS INC$31.7M0.10%+1,943,696+410.4%
275AMEAMETEK INC$31.7M0.10%+51,629+53.7%
276ARMKARAMARK$31.3M0.10%+167,279+27.7%
277BGBUNGE GLOBAL SA$31.2M0.10%722−0.3%
278YETIYETI HLDGS INC$30.9M0.09%+75,722+9.8%
279KEYSKEYSIGHT TECHNOLOGIES INC$30.9M0.09%5,121−4.5%
280AFGAMERICAN FINANCIAL GROUP INC$30.8M0.09%+98,761+69.2%
281PINSPINTEREST INC$30.8M0.09%+1,180,898+238.2%
282CCCCCC INTELLIGENT SOLUTIONS HL$30.7M0.09%+3,036,210+145.7%
283FISVFISERV INC$30.6M0.09%+112,360+25.8%
284CINFCINCINNATI FINL CORP$30.5M0.09%+63,050+48.3%
285BXBLACKSTONE INC$30.4M0.09%+241,010+1014.4%
286DOCSDOXIMITY INC$30.4M0.09%+943,906+261.7%
287APOAPOLLO GLOBAL MGMT INC$30.4M0.09%1,548−0.6%
288APGAPI GROUP CORP$30.3M0.09%+437,201+140.6%
289BSXBOSTON SCIENTIFIC CORP$30.3M0.09%+323,810+203.4%
290TRMBTRIMBLE INC$30.3M0.09%+160,102+52.7%
291ODFLOLD DOMINION FREIGHT LINE IN$30.0M0.09%+5,009+3.4%
292EMNEASTMAN CHEM CO$29.6M0.09%+61,591+18.8%
293BCBRUNSWICK CORP$29.6M0.09%+43,520+12.0%
294VLTOVERALTO CORP$29.6M0.09%+30,577+10.1%
295PFEPFIZER INC$29.5M0.09%+176,238+20.1%
296AMDADVANCED MICRO DEVICES INC$29.5M0.09%+24,312+20.2%
297LLOEWS CORP$29.5M0.09%+49,721+22.0%
298HONHONEYWELL INTL INC$29.4M0.09%+19,318+17.4%
299ALGNALIGN TECHNOLOGY INC$29.0M0.09%+37,444+28.4%
300RTXRTX CORPORATION$29.0M0.09%+3,161+2.1%
301FCNFTI CONSULTING INC$28.9M0.09%+25,374+18.4%
302NNNNNN REIT INC$28.8M0.09%+239,518+53.9%
303MORNMORNINGSTAR INC$28.7M0.09%+69,347+69.2%
304AONAON PLC$28.7M0.09%+7,296+9.0%
305SFDSMITHFIELD FOODS INC$28.6M0.09%+379,473+59.0%
306ADCAGREE RLTY CORP$28.6M0.09%+14,741+4.0%
307SIRISIRIUSXM HOLDINGS INC$28.6M0.09%+395,206+46.9%
308NRGNRG ENERGY INC$28.5M0.09%17,510−8.2%
309CNACNA FINL CORP$28.4M0.09%+126,280+25.6%
310WTWWILLIS TOWERS WATSON PLC LTD$28.4M0.09%14,342−12.8%
311OMCOMNICOM GROUP INC$28.4M0.09%206,888−35.4%
312STAGSTAG INDUSTRIAL INC$28.3M0.09%+148,393+23.3%
313BDXBECTON DICKINSON & CO$28.3M0.09%+19,169+11.9%
314GNTXGENTEX CORP$28.2M0.09%+768,277+146.5%
315RGAREINSURANCE GROUP AMER INC$28.2M0.09%+6,912+5.3%
316COHRCOHERENT CORP$28.1M0.09%18,860−13.8%
317HCAHCA HEALTHCARE INC$28.1M0.09%+10,127+20.6%
318HUNHUNTSMAN CORP$28.0M0.09%+299,750+16.6%
319SWSMURFIT WESTROCK PLC$27.9M0.09%+43,418+6.6%
320TTCTORO CO$27.8M0.09%+44,443+17.6%
321FASTFASTENAL CO$27.8M0.09%+73,331+14.0%
322EMREMERSON ELEC CO$27.7M0.08%7,335−3.4%
323VMIVALMONT INDS INC$27.7M0.08%+5,349+8.4%
324AEEAMEREN CORP$27.7M0.08%+59,742+31.1%
325PGRPROGRESSIVE CORP$27.6M0.08%42−0.0%
326RSGREPUBLIC SVCS INC$27.6M0.08%63,480−33.5%
327SCISERVICE CORP INTL$27.6M0.08%+81,574+32.3%
328GENGEN DIGITAL INC$27.6M0.08%567,876−27.9%
329FIVEFIVE BELOW INC$27.4M0.08%+28,412+31.0%
330THCTENET HEALTHCARE CORP$27.4M0.08%+35,507+32.4%
331BBWIBATH & BODY WORKS INC$27.4M0.08%+179,491+13.9%
332WUWESTERN UN CO$27.3M0.08%+416,539+15.3%
333UPSUNITED PARCEL SVCS INC$27.3M0.08%10,112−3.5%
334CTEFEA SERIES TRUST$27.2M0.08%+400,000NEW
335AGCOAGCO CORP$27.2M0.08%+6,892+3.0%
336TRVTRAVELERS COMPANIES INC$27.1M0.08%+60,817+188.8%
337DVADAVITA INC$27.0M0.08%+30,286+20.8%
338CRWDCROWDSTRIKE HLDGS INC$27.0M0.08%17,671−20.4%
339CNCCENTENE CORP DEL$26.9M0.08%34,465−4.0%
340CITHE CIGNA GROUP$26.9M0.08%+40,496+67.2%
341TWTRADEWEB MKTS INC$26.9M0.08%+52,567+29.9%
342LNTALLIANT ENERGY CORP$26.8M0.08%+20,845+5.9%
343DBXDROPBOX INC$26.7M0.08%93,209−7.3%
344MASMASCO CORP$26.7M0.08%+45,096+11.3%
345ANETARISTA NETWORKS INC$26.6M0.08%+29,987+16.0%
346WECWEC ENERGY GROUP INC$26.6M0.08%+32,539+16.5%
347AXSAXIS CAP HLDGS LTD$26.5M0.08%30,469−10.4%
348ITWILLINOIS TOOL WKS INC$26.4M0.08%+10,589+11.6%
349SOLSSOLSTICE ADVANCED MATLS INC$26.3M0.08%+48,329+16.2%
350THGHANOVER INS GROUP INC$26.3M0.08%+18,323+13.7%
351DCIDONALDSON INC$26.3M0.08%16,225−5.0%
352KDPKEURIG DR PEPPER INC$26.0M0.08%397,951−28.7%
353KMIKINDER MORGAN INC DEL$26.0M0.08%+182,689+30.8%
354JLLJONES LANG LASALLE INC$26.0M0.08%+49,553+138.4%
355CWENCLEARWAY ENERGY INC$25.9M0.08%+8,329+1.3%
356FISFIDELITY NATL INFORMATION SV$25.9M0.08%+427,984+343.8%
357KHCKRAFT HEINZ CO$25.9M0.08%+415,229+56.4%
358ETNEATON CORP PLC$25.9M0.08%+6,905+10.6%
359RSRELIANCE INC$25.8M0.08%1,446−1.7%
360CGNXCOGNEX CORP$25.8M0.08%+30,585+6.2%
361DGXQUEST DIAGNOSTICS INC$25.6M0.08%+51,382+64.7%
362PLNTPLANET FITNESS MASTER ISSUER$25.5M0.08%95,077−21.7%
363PAYXPAYCHEX INC$25.4M0.08%81,364−22.8%
364ACIALBERTSONS COS INC$25.4M0.08%239,842−13.9%
365SGISOMNIGROUP INTERNATIONAL INC$25.2M0.08%65,282−16.1%
366ZTSZOETIS INC$25.1M0.08%+115,079+118.0%
367PEGAPEGASYSTEMS INC$24.9M0.08%+18,794+3.3%
368SOSOUTHERN CO$24.9M0.08%6,486−2.5%
369DTEDTE ENERGY CO$24.8M0.08%62,320−26.8%
370DGROISHARES TR$24.8M0.08%+131,467+59.2%
371PMPHILIP MORRIS INTL INC$24.8M0.08%71,268−32.2%
372MMACYS INC$24.8M0.08%+331,713+32.0%
373ALBALBEMARLE CORP$24.7M0.08%+97,994+246.2%
374ABTABBOTT LABORATORIES$24.7M0.08%+127,733+112.9%
375QQNITY ELECTRONICS INC$24.6M0.08%+121,176+131.1%
376IUSVISHARES TR$24.6M0.08%+112,478+87.5%
377IWDISHARES TR$24.6M0.08%+34,502+42.7%
378CTRACOTERRA ENERGY INC$24.6M0.08%+392,666+127.4%
379MPWRMONOLITHIC PWR SYS INC$24.6M0.08%+2,321+11.5%
380NXSTNEXSTAR MEDIA GROUP INC$24.3M0.07%6,564−4.6%
381MCDMCDONALDS CORP$24.2M0.07%+29,004+59.2%
382PGPROCTER & GAMBLE CO$24.2M0.07%+12,808+8.3%
383NEUNEWMARKET CORP$24.1M0.07%21,921−36.8%
384MARMARRIOTT INTL INC NEW$24.1M0.07%+3,311+4.7%
385SDASEALED AIR CORP NEW$24.1M0.07%+144,993+33.9%
386FRTFEDERAL RLTY INVT TR NEW$24.1M0.07%+38,559+20.5%
387VIKVIKING HOLDINGS LTD$24.0M0.07%+213,995+190.9%
388CHTRCHARTER COMMUNICATIONS INC$23.9M0.07%+34,638+45.5%
389JKHYHENRY JACK & ASSOC INC$23.9M0.07%109,271−42.0%
390HOGHARLEY DAVIDSON INC$23.9M0.07%+946,249+404.1%
391OVVOVINTIV INC$23.8M0.07%+142,998+55.3%
392CHRDCHORD ENERGY CORPORATION$23.8M0.07%24,705−12.8%
393BRBRBELLRING BRANDS INC$23.8M0.07%+555,220+60.2%
394RALRALLIANT CORP$23.6M0.07%+89,121+18.6%
395CACICACI INTL INC$23.6M0.07%+13,582+45.5%
396BSYBENTLEY SYS INC$23.6M0.07%+384,704+133.6%
397KEXKIRBY CORP$23.6M0.07%+72,890+69.6%
398AVBAVALONBAY CMNTYS INC$23.5M0.07%23,548−14.0%
399AWIARMSTRONG WORLD INDS INC NEW$23.5M0.07%+41,452+40.9%
400OLNOLIN CORP$23.5M0.07%+458,914+138.2%
401NTNXNUTANIX INC$23.4M0.07%+534,182+650.7%
402GEHCGE HEALTHCARE TECHNOLOGIES I$23.4M0.07%+56,762+20.9%
403LOPEGRAND CANYON ED INC$23.4M0.07%+98,319+251.7%
404UNHUNITEDHEALTH GROUP INC$23.3M0.07%+29,922+53.2%
405QRVOQORVO INC$23.3M0.07%+108,760+56.7%
406EGPEASTGROUP PPTYS INC$23.2M0.07%+68,668+121.6%
407NUENUCOR CORP$23.1M0.07%+94,453+222.8%
408WSOWATSCO INC$23.1M0.07%+36,706+136.6%
409CSXCSX CORP$22.9M0.07%+95,472+20.6%
410ORLYOREILLY AUTOMOTIVE INC$22.9M0.07%+99,455+66.8%
411REYNREYNOLDS CONSUMER PRODS INC$22.7M0.07%+9,925+0.9%
412TMUST-MOBILE US INC$22.7M0.07%+23,309+27.5%
413UHSUNIVERSAL HLTH SVCS INC$22.6M0.07%+60,749+92.5%
414CHDNCHURCHILL DOWNS INC$22.6M0.07%244,674−49.3%
415CRCRANE COMPANY$22.6M0.07%+50,149+61.3%
416MPCMARATHON PETE CORP$22.6M0.07%+1,172+1.3%
417GLGLOBE LIFE INC$22.5M0.07%+42,405+35.6%
418QUREQUANTA SVCS INC$22.4M0.07%+15,197+59.5%
419CHHCHOICE HOTELS INTL INC$22.4M0.07%+106,125+96.5%
420MSMMSC INDL DIRECT INC$22.3M0.07%11,234−4.4%
421CPRTCOPART INC$22.2M0.07%296,793−30.7%
422AGOASSURED GUARANTY LTD$22.2M0.07%+41,207+17.8%
423AIZASSURANT INC$22.0M0.07%+21,495+27.0%
424FRFIRST INDL RLTY TR INC$22.0M0.07%+352,957+1276.7%
425HAYWHAYWARD HLDGS INC$22.0M0.07%949,865−36.6%
426PCTYPAYLOCITY HLDG CORP$22.0M0.07%+125,517+160.7%
427ETSYETSY INC$21.9M0.07%+151,258+52.9%
428COLMCOLUMBIA SPORTSWEAR CO$21.7M0.07%+312,042+371.1%
429RMDRESMED INC$21.7M0.07%+10,578+12.3%
430STESTERIS PLC$21.6M0.07%64,812−39.9%
431SSDSIMPSON MFG INC$21.6M0.07%+86,686+222.3%
432XYZBLOCK INC$21.6M0.07%+57,482+19.1%
433ABBVABBVIE INC$21.5M0.07%+13,062+15.2%
434ROSTROSS STORES INC$21.4M0.07%4,879−4.7%
435FOURSHIFT4 PMTS INC$21.4M0.07%+442,108+951.9%
436XRAYDENTSPLY SIRONA INC$21.3M0.07%+861,473+88.3%
437CRWVCOREWEAVE INC$21.3M0.07%1−0.0%
438WATWATERS CORP$21.3M0.07%+1,458+2.1%
439ACNACCENTURE PLC IRELAND$21.3M0.07%+13,360+14.2%
440PEPPEPSICO INC$21.3M0.07%+88,848+184.4%
441PPLPPL CORP$21.3M0.07%+46,175+9.0%
442IRINGERSOLL RAND INC$21.3M0.07%+2,234+0.8%
443FOXAFOX CORP$21.2M0.06%374,593−50.8%
444MUSAMURPHY USA INC$21.2M0.06%4,680−9.8%
445YUMYUM BRANDS INC$21.1M0.06%25,899−16.0%
446IUSGISHARES TR$21.0M0.06%+79,766+142.7%
447RNRRENAISSANCERE HLDGS LTD$20.9M0.06%+35,226+99.9%
448IFFINTERNATIONAL FLAVORS&FRAGRA$20.9M0.06%177,372−38.1%
449VXUSVANGUARD STAR FDS$20.6M0.06%+165,491+162.0%
450DOXAMDOCS LTD$20.6M0.06%+13,725+4.5%
451UDRUDR INC$20.5M0.06%+214,833+54.8%
452TXNTEXAS INSTRS INC$20.4M0.06%+4,850+4.8%
453AVTAVNET INC$20.3M0.06%+297,543+926.5%
454BAHBOOZ ALLEN HAMILTON HLDG COR$20.2M0.06%+109,965+73.7%
455NEARISHARES U S ETF TR$20.2M0.06%+197,060+98.4%
456CCL1EURCARNIVAL CORP$20.1M0.06%56,607−6.8%
457ECGEVERUS CONSTR GROUP$20.1M0.06%+47,232+38.5%
458OREALTY INCOME CORP$19.9M0.06%+106,055+48.2%
459AVYAVERY DENNISON CORP$19.9M0.06%1,161−1.0%
460WTMWHITE MTNS INS GROUP LTD$19.9M0.06%+2,331+34.7%
461WBDWARNER BROS DISCOVERY INC$19.7M0.06%+509,630+243.3%
462MDLZMONDELEZ INTL INC$19.7M0.06%+94,498+38.1%
463EHCENCOMPASS HEALTH CORP$19.7M0.06%+83,480+69.4%
464CMCSACOMCAST CORP NEW$19.7M0.06%141,732−17.1%
465BLKBLACKROCK INC$19.5M0.06%+90+0.4%
466GAPGAP INC$19.5M0.06%35,380−4.2%
467COKECOCA COLA CONS INC$19.3M0.06%+22,704+29.1%
468OSKOSHKOSH CORP$19.2M0.06%+45,336+53.3%
469GSGOLDMAN SACHS GROUP INC$19.0M0.06%+12,906+134.9%
470VGTVANGUARD WORLD FD$19.0M0.06%+4,328+18.9%
471AOSSMITH A O CORP$19.0M0.06%+165,611+135.1%
472IQVIQVIA HLDGS INC$19.0M0.06%+46,747+72.3%
473VNTVONTIER CORPORATION$18.9M0.06%+386,391+264.8%
474AMHAMERICAN HOMES 4 RENT$18.8M0.06%104,903−13.5%
475NETCLOUDFLARE INC$18.8M0.06%+2,781+3.1%
476VIGVANGUARD SPECIALIZED FUNDS$18.7M0.06%+4,316+5.2%
477ZNGAZOOM COMMUNICATIONS INC$18.7M0.06%16,754−6.7%
478HXLHEXCEL CORP NEW$18.7M0.06%+105,505+84.3%
479HHHHOWARD HUGHES HOLDINGS INC$18.7M0.06%46,691−13.7%
480NTRANATERA INC$18.6M0.06%+11,866+14.6%
481SNASNAP ON INC$18.6M0.06%+26,602+107.9%
482ITOTISHARES TR$18.6M0.06%+1,915+1.5%
483PPGPPG INDS INC$18.6M0.06%+75,977+77.7%
484HIIHUNTINGTON INGALLS INDS INC$18.5M0.06%7,973−14.0%
485EXCEXELON CORP$18.5M0.06%154,083−29.0%
486VSTVISTRA CORP$18.5M0.06%+13,132+12.0%
487EWEDWARDS LIFESCIENCES CORP$18.4M0.06%+107,374+87.7%
488BALLBALL CORP$18.4M0.06%+157,676+102.6%
489AAGILENT TECHNOLOGIES INC$18.4M0.06%+3,415+2.2%
490CHECHEMED CORP NEW$18.4M0.06%10,477−17.7%
491ACWXISHARES TR$18.3M0.06%+52,757+24.5%
492PKGPACKAGING CORP AMER$18.2M0.06%299−0.3%
493MCOMOODYS CORP$18.2M0.06%+12,312+42.0%
494KBRKBR INC$18.1M0.06%55,588−10.1%
495CSGPCOSTAR GROUP INC$18.0M0.06%+316,669+242.9%
496ESSESSEX PPTY TR INC$18.0M0.06%15,095−16.9%
497HHYATT HOTELS CORP$18.0M0.06%+60,623+94.0%
498CVNACARVANA CO$18.0M0.06%+6,216+12.2%
499TLNTALEN ENERGY CORP$18.0M0.06%3,654−6.1%
500TPLTEXAS PACIFIC LAND CORPORATI$17.9M0.05%3,631−8.8%

Source: SEC EDGAR · accession 0001398344-26-009299. 13F discloses long positions only — shorts, foreign equities, and options are excluded.