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Institutional

Grantham, Mayo, Van Otterloo & Co. LLC

CIK 0001352662
$39.10B
Reported AUM
628
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Grantham, Mayo, Van Otterloo & Co. LLC · Q1 2026

AI · grounded in 13F

Grantham, Mayo, Van Otterloo & Co. LLC established a new position in SNPS valued at $360.85M. The fund significantly increased its holdings in MA and NFLX, with share counts rising 38,978.7% and 12,347.45% respectively. Conversely, the firm trimmed its stakes in PR and WMT2, reducing share counts by 98.71% and 98.59%.

Portfolio · Q1 2026

MSFT$2.29BGOOGL$1.98BJNJAAPLMETALRCXAMZNTMOAVGOUSBTXNVOther$21.53BGL

Top holdings· first 500 of 628

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$2.29B5.85%+908,452+17.2%
2GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$1.98B5.08%+228,986+3.4%
3JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$1.78B4.55%+189,727+2.7%
4AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.76B4.50%+230,457+3.4%
5METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.76B4.50%+164,479+5.7%
6LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$1.48B3.77%2,439,874−26.1%
7AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.30B3.32%124,038−2.0%
8TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$1.23B3.15%+90,143+3.7%
9AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.04B2.65%+211,786+6.8%
10USBUS BANCORP$55.690.41%29.67%23.66%$994.1M2.54%+712,639+3.9%
11TXNTEXAS INSTRS INC$285.06-6.65%52.30%72.38%$982.6M2.51%+173,227+3.5%
12VVISA INC$323.571.06%-11.91%36.33%$917.6M2.35%+386,559+14.6%
13ABTABBOTT LABORATORIES$91.070.32%-30.43%-17.31%$914.9M2.34%+428,392+5.1%
14UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$854.6M2.19%+488,292+18.3%
15MRKMERCK & CO INC$120.790.44%58.51%82.35%$843.7M2.16%+143,632+2.1%
16CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$826.1M2.11%+321,519+7.8%
17ACNACCENTURE PLC IRELAND$178.25-0.34%-43.13%-39.60%$773.8M1.98%+281,066+7.8%
18CITHE CIGNA GROUP$289.483.14%-4.76%38.30%$693.1M1.77%+640,084+32.7%
19LLYELI LILLY & CO$1131.420.55%48.00%387.10%$689.7M1.76%+10,541+1.4%
20KLACKLA CORP$1929.20-9.47%140.30%482.93%$679.1M1.74%47,555−9.3%
21HLTHILTON WORLDWIDE HLDGS INC$342.05-0.31%35.99%164.53%$674.8M1.73%120,732−5.2%
22KOCOCA COLA CO$79.483.46%14.62%60.54%$629.7M1.61%528,730−6.0%
23STZCONSTELLATION BRANDS INC$140.912.27%-15.82%-31.35%$603.9M1.54%+161,746+4.2%
24TJXTJX COS INC NEW$160.711.31%26.64%151.20%$592.9M1.52%85,993−2.3%
25ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$567.4M1.45%+45,020+3.8%
26ELVELEVANCE HEALTH INC FORMERLY$415.531.49%7.89%15.79%$564.3M1.44%592,814−23.4%
27UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$530.6M1.36%+1,547,493+26.5%
28MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$475.1M1.22%+948,352+38978.7%
29NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$389.3M1.00%+4,016,502+12347.5%
30DGXQUEST DIAGNOSTICS INC$199.33-0.48%16.96%55.76%$369.0M0.94%+66,964+3.7%
31SNPSSYNOPSYS INC$464.85-5.99%$360.9M0.92%+910,133NEW
32TWTRADEWEB MKTS INC$100.61-1.87%$311.9M0.80%+131,942+5.2%
33ASMLASML HLDG NV$1641.74-6.59%$204.2M0.52%+24,077+18.5%
34GSKGSK PLC$51.520.49%$194.4M0.50%+33,192+1.0%
35RIORIO TINTO PLC$100.69-4.47%$187.0M0.48%+436,593+27.8%
36TDTORONTO DOMINION BK ONT$113.16-0.52%$182.5M0.47%+114,874+6.2%
37DARDARLING INGREDIENTS INC$59.45-2.09%$167.4M0.43%1,010,236−27.2%
38ALBALBEMARLE CORP$155.44-6.16%$162.8M0.42%16,388−1.8%
39VODVODAFONE GROUP PLC$14.70-2.65%$151.6M0.39%280,617−2.7%
40TTETOTALENERGIES SE$88.71-1.62%$138.5M0.35%59,865−3.9%
41SQMSOCIEDAD QUIMICA Y MINERA DE$75.43-2.91%$136.0M0.35%33,204−1.9%
42PGPROCTER & GAMBLE CO$146.544.09%$129.0M0.33%+222,062+33.1%
43TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$126.6M0.32%32,804−8.1%
44DBDEUTSCHE BK AG$31.871.14%$118.7M0.30%+278,451+7.3%
45ARMKARAMARK$53.630.41%$118.5M0.30%+391,704+15.5%
46SEDGSOLAREDGE TECHNOLOGIES INC$64.522.14%$114.1M0.29%305,519−12.0%
47RUNSUNRUN INC$13.15-1.54%$106.0M0.27%+2,404,700+44.4%
48GEGE AEROSPACE$328.000.11%$91.3M0.23%+18,748+6.2%
49NXENEXGEN ENERGY LTD$10.28-9.90%$87.4M0.22%211,771−2.7%
50BNSBANK NOVA SCOTIA B C$80.56-1.02%$84.0M0.21%+388,390+47.1%
51COPCONOCOPHILLIPS$117.14-1.75%$81.8M0.21%48,960−7.3%
52ARRYARRAY TECHNOLOGIES INC$8.09-11.00%$79.2M0.20%+2,672,400+32.3%
53VISTVISTA ENERGY S.A.B. DE C.V.$74.42-2.74%$71.6M0.18%+79,300+9.1%
54MDLZMONDELEZ INTL INC$62.041.72%$69.3M0.18%+253,151+26.7%
55MGAMAGNA INTL INC$66.09-3.02%$67.8M0.17%+98,631+8.8%
56VZVERIZON COMMUNICATIONS INC$45.371.11%$66.2M0.17%109,186−7.6%
57GPREGREEN PLAINS INC$15.060.57%$64.9M0.17%83,200−2.1%
58PFEPFIZER INC$26.041.36%$64.2M0.16%93,526−3.9%
59NVDANVIDIA CORPORATION$205.10-6.20%$61.8M0.16%530,250−59.9%
60CCITIGROUP INC$132.47-1.98%$60.2M0.15%21,999−4.0%
61EOGEOG RES INC$137.78-2.20%$58.5M0.15%+55,456+15.9%
62BACBANK AMERICA CORP$53.83-0.63%$57.1M0.15%+61,159+5.5%
63QCOMQUALCOMM INC$215.94-10.98%$57.1M0.15%+92,485+26.4%
64XOMEXXON MOBIL CORP$149.92-1.39%$57.0M0.15%54,340−13.9%
65AMRCAMERESCO INC$28.46-13.05%$56.9M0.15%94,158−4.1%
66CRCCALIFORNIA RES CORP$58.34-4.36%$55.7M0.14%190,400−19.1%
67TGTTARGET CORP$122.57-1.03%$55.5M0.14%+18,764+4.3%
68GMGENERAL MTRS CO$82.11-1.33%$52.8M0.14%+16,360+2.4%
69JKHYHENRY JACK & ASSOC INC$130.11-0.47%$51.5M0.13%+129,038+65.6%
70KOSKOSMOS ENERGY LTD$2.81-6.95%$50.9M0.13%16,496,599−47.4%
71CMCSACOMCAST CORP NEW$23.822.10%$50.5M0.13%+64,442+3.8%
72EBAYEBAY INC.$109.350.18%$48.3M0.12%43,572−7.6%
73FFORD MTR CO$14.90-2.87%$47.7M0.12%+760,645+22.6%
74MFCMANULIFE FINL CORP$38.710.55%$47.2M0.12%22,850−1.6%
75CVSCVS HEALTH CORP$95.931.17%$45.6M0.12%86,272−12.0%
76UPSUNITED PARCEL SVCS INC$108.54-1.52%$45.4M0.12%+33,665+7.9%
77BTIBRITISH AMERN TOB PLC$59.723.23%$44.8M0.11%755,049−49.6%
78ALLALLSTATE CORP$43.8M0.11%+124,602+143.5%
79CXCEMEX SA EURO MTN BE 144A$12.38-0.72%$43.7M0.11%+763,225+25.0%
80NUENUCOR CORP$253.62-0.30%$43.6M0.11%+14,050+5.8%
81STLASTELLANTIS N.V$7.11-3.79%$43.2M0.11%+1,483,027+31.5%
82YPFYPF SOCIEDAD ANONIMA$54.662.16%$42.8M0.11%219,700−19.2%
83REGNREGENERON PHARMACEUTICALS$635.451.07%$42.8M0.11%1,351−2.4%
84COFCAPITAL ONE FINL CORP$180.67-1.38%$42.2M0.11%+14,664+6.8%
85NVSNOVARTIS AG$149.160.51%$42.1M0.11%23,538−7.9%
86VALEVALE S A$15.12-0.69%$41.9M0.11%+2,315,054+729.6%
87FCXFREEPORT MCMORAN INC$63.37-9.07%$41.2M0.11%253,400−26.5%
88CTVACORTEVA INC$77.03-0.56%$40.1M0.10%30,900−6.1%
89ITRIITRON INC$80.07-1.21%$40.1M0.10%+226,019+102.2%
90SLFSUN LIFE FINANCIAL INC.$73.721.04%$39.8M0.10%+108,109+20.4%
91ROPROPER TECHNOLOGIES INC$332.180.11%$39.6M0.10%+111,931NEW
92CTSHCOGNIZANT TECHNOLOGY SOLUTIO$53.21-0.36%$39.0M0.10%+111,161+21.2%
93CLHCLEAN HARBORS INC$283.03-1.35%$38.9M0.10%+26,772+24.6%
94PSMTPRICESMART INC$173.970.52%$38.8M0.10%35,218−12.0%
95PYPLPAYPAL HLDGS INC$41.29-3.42%$38.3M0.10%+238,541+39.2%
96BF/BBROWN FORMAN CORP$38.1M0.10%+99,919+7.5%
97OTEXOPEN TEXT CORP$23.12-2.24%$37.8M0.10%+291,392+20.7%
98CRUSCIRRUS LOGIC INC$164.40-6.39%$36.5M0.09%+19,271+8.3%
99BCPCBALCHEM CORP$159.911.20%$36.1M0.09%+2,874+1.4%
100NWENORTHWESTERN ENERGY GROUP IN$70.471.24%$36.0M0.09%+62,742+13.0%
101SYFSYNCHRONY FINANCIAL$35.8M0.09%13,029−2.4%
102GIBCGI INC$35.7M0.09%+131,800+36.9%
103GOOGALPHABET INC$35.4M0.09%+42,285+52.2%
104MICCMAGNUM ICE CREAM CO NV$35.0M0.09%+169,148+7.6%
105GMEDGLOBUS MED INC$34.6M0.09%18,505−4.4%
106INCYINCYTE CORP$34.3M0.09%+68,312+23.1%
107BBDBANCO BRADESCO S A$33.9M0.09%+1,247,877+15.5%
108AGCOAGCO CORP$33.4M0.09%8,582−2.9%
109NTRNUTRIEN LTD$33.2M0.09%+88,477+25.1%
110STMSTMICROELECTRONICS N V$33.2M0.09%57,663−5.7%
111NYTNEW YORK TIMES CO MTN BE$33.2M0.08%96,637−19.6%
112HPEHEWLETT PACKARD ENTERPRISE C$33.0M0.08%283,670−17.0%
113WBSWEBSTER FINL CORP$32.7M0.08%+471,632NEW
114CVXCHEVRON CORPORATION$32.5M0.08%30,464−16.3%
115ATRAPTARGROUP INC$32.3M0.08%+25,609+11.1%
116AAONAAON INC$32.3M0.08%+52,659+15.6%
117DHID R HORTON INC$31.7M0.08%+26,013+12.7%
118ACLSAXCELIS TECHNOLOGIES INC$31.2M0.08%+11,937+3.7%
119BMIBADGER METER INC$31.0M0.08%+97,835+92.4%
120ULUNILEVER PLC$30.6M0.08%+67,677+14.4%
121FCNFTI CONSULTING INC$30.5M0.08%+2,366+1.4%
122PTCPTC INC$30.2M0.08%+32,670+18.2%
123WTRGESSENTIAL UTILS INC$30.2M0.08%+748,814NEW
124TXNMTXNM ENERGY INC$30.1M0.08%230,131−30.9%
125ZNGAZOOM COMMUNICATIONS INC$29.9M0.08%+44,317+13.5%
126TROWPRICE T ROWE GROUP INC$29.8M0.08%+64,007+24.0%
127DRESGMO ETF TRUST$29.3M0.08%+31,546+3.1%
128PHMPULTE GROUP INC$29.1M0.07%+29,630+13.6%
129OLLIOLLIES BARGAIN OUTLET HLDGS$29.1M0.07%+72,212+29.7%
130NXTNEXTPOWER INC$28.9M0.07%8,500−3.4%
131HPQHP INC$28.9M0.07%+362,443+31.8%
132DALDELTA AIR LINES INC$28.8M0.07%+217,501+100.7%
133KVUEKENVUE INC$28.7M0.07%+4,227+0.3%
134LYBLYONDELLBASELL INDUSTRIES NV$28.6M0.07%119,014−25.1%
135JPMJPMORGAN CHASE & CO$28.4M0.07%5,335−5.2%
136ONTOONTO INNOVATION INC$28.0M0.07%+136,474NEW
137GTLSCHART INDS INC$27.9M0.07%+42,610+46.1%
138CLNECLEAN ENERGY FUELS CORP$27.8M0.07%117,800−1.0%
139BBYBEST BUY INC$27.4M0.07%+294,102+220.5%
140STTSTATE STR CORP$27.4M0.07%+14,759+7.3%
141CNHCNH INDL N V$27.2M0.07%+57,936+2.4%
142WMSADVANCED DRAIN SYS INC DEL$27.1M0.07%3,800−1.9%
143GEHCGE HEALTHCARE TECHNOLOGIES I$27.0M0.07%+39,721+11.7%
144MZTIMARZETTI COMPANY$26.8M0.07%+21,514+12.5%
145CTRACOTERRA ENERGY INC$26.4M0.07%+751,571NEW
146ALAIR LEASE CORP$26.3M0.07%+55,344+15.8%
147ADBEADOBE INC$26.3M0.07%+34,553+46.9%
148BMYBRISTOL-MYERS SQUIBB CO$26.2M0.07%546,497−55.8%
149FSLRFIRST SOLAR INC$26.2M0.07%2,388−1.8%
150PINSPINTEREST INC$25.9M0.07%+661,398+88.3%
151CSCOCISCO SYS INC$25.4M0.06%245,503−42.9%
152EAELECTRONIC ARTS INC$25.4M0.06%+6,358+5.4%
153BLDRBUILDERS FIRSTSOURCE INC$25.0M0.06%+140,773+86.2%
154TREXTREX INC$24.8M0.06%+123,553+22.2%
155AESAES CORP$24.8M0.06%+1,757,922NEW
156KHCKRAFT HEINZ CO$24.6M0.06%+178,166+19.5%
157VIPSVIPSHOP HLDGS LTD$24.6M0.06%327,949−17.3%
158LENLENNAR CORP$24.5M0.06%+43,392+18.1%
159MASIMASIMO CORP$24.5M0.06%6,208−4.3%
160BWABORGWARNER INC$24.4M0.06%23,135−4.9%
161NATLNCR ATLEOS CORPORATION$24.3M0.06%+558,192NEW
162HO1HOLOGIC INC$24.3M0.06%+26,770+9.1%
163DLBDOLBY LABORATORIES INC$24.2M0.06%+5,394+1.4%
164UALUNITED AIRLS HLDGS INC$23.9M0.06%+50,240+24.0%
165TXTTEXTRON INC$23.6M0.06%+145,407+117.4%
166OMCOMNICOM GROUP INC$23.5M0.06%+21,208+7.3%
167COKECOCA COLA CONS INC$23.4M0.06%+53,797+78.6%
168TAT&T INC$23.4M0.06%+157,986+24.3%
169T86TRI POINTE HOMES INC$23.3M0.06%+419,497+524.3%
170NICENICE LTD$23.3M0.06%+12,971+6.5%
171KAIKADANT INC$22.8M0.06%+24,779+46.5%
172SOLVSOLVENTUM CORP$22.8M0.06%+78,973+29.2%
173DVNDEVON ENERGY CORP NEW$22.6M0.06%21,314−4.5%
174HIGHARTFORD INSURANCE GROUP INC$22.4M0.06%+38,582+30.3%
175HMCHONDA MOTOR CO LTD$22.4M0.06%+131,977+16.7%
176CNSCOHEN & STEERS INC$22.4M0.06%+106,977+42.7%
177SMSM ENERGY COMPANY$22.4M0.06%+716,918NEW
178BMOBANK MONTREAL MEDIUM$21.2M0.05%+25,531+19.4%
179ALLEALLEGION PLC$21.0M0.05%51,399−26.2%
180GISGENERAL MILLS INC$20.9M0.05%+198,234+54.6%
181UBSUBS GROUP AG$20.4M0.05%+496,192+1325.2%
182BBARRICK MNG CORP$20.3M0.05%488,748−49.6%
183TSTENARIS S A$20.2M0.05%+15,346+4.6%
184BAHBOOZ ALLEN HAMILTON HLDG COR$20.2M0.05%+744+0.3%
185NOCNORTHROP GRUMMAN CORP$19.9M0.05%+15,983+121.6%
186NSCNORFOLK SOUTHN CORP$19.9M0.05%17,495−20.2%
187HLIHOULIHAN LOKEY INC$19.7M0.05%+37,664+37.8%
188DELLDELL TECHNOLOGIES INC$19.7M0.05%+111,456+1295.2%
189LULULULULEMON ATHLETICA INC$19.6M0.05%+70,441+122.1%
190LBRDKLIBERTY BROADBAND CORP$19.0M0.05%HELD
191HLNHALEON PLC$19.0M0.05%+299,404+18.7%
192INVGGMO ETF TRUST$19.0M0.05%+129,736+20.9%
193CARRCARRIER GLOBAL CORPORATION$18.9M0.05%+40,348+13.7%
194HUBBHUBBELL INC$18.6M0.05%2,188−5.5%
195CIBGRUPO CIBEST SA$18.2M0.05%+15,106+6.4%
196EGEVEREST GROUP LTD$18.2M0.05%+10,600+23.5%
197WHDCACTUS INC$17.8M0.05%+51,456+15.8%
198EXEEXPAND ENERGY CORPORATION$17.8M0.05%36,800−18.5%
199GOLFACUSHNET HLDGS CORP$17.7M0.05%+2,480+1.3%
200EIXEDISON INTL$17.6M0.04%+133,207+124.3%
201SAPSAP SE$17.3M0.04%+24,538+32.1%
202STLDSTEEL DYNAMICS INC$17.0M0.04%40,507−30.0%
203K4FONESTREAM INC$16.2M0.04%+676,553NEW
204SEMSELECT MED HLDGS CORP$16.1M0.04%+986,809NEW
205WBDWARNER BROS DISCOVERY INC$16.0M0.04%+34,301+6.3%
206AXPAMERICAN EXPRESS CO$15.3M0.04%+26,565+111.2%
207WYWEYERHAEUSER CO$15.3M0.04%8,849−1.4%
208VMIVALMONT INDS INC$15.0M0.04%1,720−4.4%
209STEPSTEPSTONE GROUP INC$14.9M0.04%40,359−11.5%
210PGRPROGRESSIVE CORP$14.5M0.04%2,839−3.7%
211ENTGENTEGRIS INC$14.2M0.04%136,676−53.1%
212PNCPNC FINL SVCS GROUP INC$14.1M0.04%+3,457+5.4%
213EQNREQUINOR ASA$14.1M0.04%+134,415+67.2%
214FDXFEDEX CORP$14.1M0.04%38,060−49.0%
215OLEDUNIVERSAL DISPLAY CORP$13.9M0.04%+2,128+1.4%
216RBCRBC BEARINGS INC$13.7M0.03%42,833−63.0%
217AM6AMICUS THERAPEUTIC$13.6M0.03%+941,266NEW
218EQTEQT CORP$13.6M0.03%+144,767+211.1%
219TELTE CONNECTIVITY PLC$13.5M0.03%3,169−4.7%
220UHSUNIVERSAL HLTH SVCS INC$13.4M0.03%+33,861+82.8%
221BBVABANCO BILBAO VIZCAYA ARGENTA$13.1M0.03%+258,470+74.5%
222CRBGCOREBRIDGE FINL INC$13.1M0.03%+548,162NEW
223PEPPEPSICO INC$13.1M0.03%14,824−15.0%
224GPORGULFPORT ENERGY CORP$13.0M0.03%16,900−21.5%
225LOGILOGITECH INTL S A$12.9M0.03%39,305−21.6%
226PBR/APETROLEO BRASILEIRO S A$12.8M0.03%80,600−10.5%
227ENSENERSYS$12.7M0.03%12,187−14.3%
228BHPBHP BILLITON LIMITED$12.7M0.03%+43,854+33.5%
229APAAPA CORPORATION$12.6M0.03%+82,901+38.6%
230SWKSSKYWORKS SOLUTIONS INC$12.4M0.03%+171,557+285.7%
231VECOVEECO INSTRS INC DEL$12.4M0.03%+365,022NEW
232SLABSILICON LABORATORIES INC$12.2M0.03%+58,691NEW
233KRKROGER CO$12.1M0.03%14,199−7.8%
234ACGLARCH CAP GROUP LTD$11.2M0.03%43,214−27.1%
235KMBKIMBERLY-CLARK CORP$11.0M0.03%+36,759+47.3%
236CBCHUBB LTD SWITZ$10.9M0.03%7,206−17.7%
237DEDEERE & CO$10.8M0.03%2,794−12.7%
238TRVTRAVELERS COMPANIES INC$10.5M0.03%+5,532+18.1%
239CFCF INDUSTRIES HOLD$10.3M0.03%+12,889+19.4%
240GMOCGMO ETF TRUST$10.2M0.03%+99,539+96.0%
241BRKRBRUKER CORP$10.2M0.03%+3,473+1.3%
242DEODIAGEO PLC$10.1M0.03%+23,161+20.7%
243HALHALLIBURTON CO$9.9M0.03%+216,575+590.8%
244UNPUNION PAC CORP$9.6M0.02%7,259−15.6%
245FOXFOX CORP$9.5M0.02%390,005−68.6%
246ONON SEMICONDUCTOR CORP$9.4M0.02%411,373−73.0%
247EXPEEXPEDIA GROUP INC$9.4M0.02%28,351−41.1%
248DECKDECKERS OUTDOOR CORP$9.1M0.02%21,845−19.3%
249ORAORMAT TECHNOLOGIES INC$9.1M0.02%3,256−3.8%
250SNYSANOFI SA$9.1M0.02%+90,900+92.6%
251PDSPRECISION DRILLING CORP$9.1M0.02%+21,300+29.9%
252OCOWENS CORNING NEW$9.1M0.02%+21,427+34.4%
253WWDWOODWARD INC$9.0M0.02%56,004−69.0%
254XPELXPEL INC$8.8M0.02%+2,277+1.2%
255LEALEAR CORP$8.7M0.02%+2,860+4.2%
256LZMLIFEZONE METALS LIMITED$8.6M0.02%HELD
257DISDISNEY WALT CO$8.5M0.02%+77,918+730.4%
258CGAUCENTERRA GOLD INC$8.3M0.02%+119,000+34.4%
259CMCANADIAN IMPERIAL BANK OF CO$8.2M0.02%+30,393+53.5%
260AFLAFLAC INC$8.2M0.02%10,347−12.2%
261SHELSHELL PLC$8.1M0.02%+13,093+17.8%
262PLPCPREFORMED LINE PRODS CO$8.0M0.02%7,845−21.0%
263TTTRANE TECHNOLOGIES PLC$8.0M0.02%+3,221+20.2%
264RDNRADIAN GROUP INC$7.9M0.02%76,929−24.3%
265GSLGLOBAL SHIP LEASE INC$7.9M0.02%+190,863+922.0%
266GSGOLDMAN SACHS GROUP INC$7.9M0.02%11,977−56.3%
267AVTAVNET INC$7.9M0.02%10,385−7.5%
268TFCTRUIST FINL CORP$7.8M0.02%+48,455+39.6%
269MTCHMATCH GROUP INC NEW$7.8M0.02%+65,658+34.7%
270HUMHUMANA INC$7.8M0.02%+9,654+27.4%
271VICIVICI PPTYS INC$7.7M0.02%1,052−0.4%
272ICLICL GROUP LTD$7.5M0.02%+661,900+83.5%
273MTBM & T BK CORP$7.4M0.02%+4,172+13.1%
274HRBBLOCK H & R INC$7.4M0.02%6,390−2.7%
275USLMUNITED STS LIME & MINERALS I$7.3M0.02%+56,017NEW
276AMATAPPLIED MATLS INC$7.3M0.02%17,878−45.6%
277EXCEXELON CORP$7.2M0.02%55,499−27.3%
278MTGMGIC INVT CORP WIS$7.1M0.02%146,719−35.1%
279RFREGIONS FINANCIAL CORP NEW$7.1M0.02%+43,593+19.2%
280LSTRLANDSTAR SYS INC$7.1M0.02%+15,457+54.1%
281MBUUMALIBU BOATS INC$7.0M0.02%8,695−3.1%
282EPAMEPAM SYS INC$6.9M0.02%+5,122+11.2%
283CMICUMMINS INC$6.9M0.02%53,411−80.7%
284JJACOBS SOLUTIONS INC$6.9M0.02%+13,033+31.9%
285URIUNITED RENTALS INC$6.8M0.02%+4,708+101.8%
286FLRFLUOR CORP$6.7M0.02%+37,648+35.6%
287AAALCOA CORP$6.5M0.02%1,300−1.3%
288ZIMZIM INTEGRATED SHIPPING SERV$6.5M0.02%+45,133+22.5%
289ZBRAZEBRA TECHNOLOGIES CORPORATI$6.1M0.02%+29,403NEW
290CSXCSX CORP$6.1M0.02%91,782−38.0%
291PAGSPAGSEGURO DIGITAL LTD$6.0M0.02%+543,256+902.4%
292QFINQFIN HOLDINGS INC$6.0M0.02%+259,741+125.4%
293VMCVULCAN MATLS CO$6.0M0.02%+2,197+11.1%
294WMT2WELLS FARGO & CO$6.0M0.02%5,272,523−98.6%
295MPCMARATHON PETE CORP$6.0M0.02%+18,528+310.2%
296FMXFOMENTO ECONOMICO MEXICANO S$6.0M0.02%+6,291+13.2%
297MMACYS INC$5.9M0.02%+75,667+30.0%
298CVECENOVUS ENERGY INC$5.9M0.02%+223,000NEW
299SUSUNCOR ENERGY INC NEW$5.9M0.02%2,554−2.8%
300OVVOVINTIV INC$5.9M0.02%+35,300+55.5%
301KDPKEURIG DR PEPPER INC$5.9M0.01%+103,500+87.1%
302ADMARCHER DANIELS MIDLAND CO$5.8M0.01%+12,359+18.2%
303CSLCARLISLE COS INC$5.8M0.01%647−3.6%
304BTEBAYTEX ENERGY CORP$5.8M0.01%+1,303,300NEW
305HONHONEYWELL INTL INC$5.8M0.01%39,722−60.8%
306MOALTRIA GROUP INC$5.8M0.01%64,872−42.5%
307LGOLARGO INC$5.8M0.01%HELD
308ENVAENOVA INTL INC$5.7M0.01%5,306−11.1%
309RYAAYRYANAIR HOLDINGS PLC$5.7M0.01%+11,490+13.1%
310BTGB2GOLD CORP$5.7M0.01%144,835−10.3%
311GGBGERDAU SA$5.7M0.01%+988,549+168.6%
312CROXCROCS INC$5.7M0.01%6,989−9.3%
313MLMMARTIN MARIETTA MATLS INC$5.5M0.01%340−3.5%
314QQNITY ELECTRONICS INC$5.4M0.01%30,346−39.2%
315EFXTENERFLEX LTD$5.3M0.01%82,700−24.5%
316KNXKNIGHT-SWIFT TRANSN HLDGS IN$5.3M0.01%+3,013+3.4%
317NXPINXP SEMICONDUCTORS N V$5.3M0.01%+648+2.5%
318EXPEAGLE MATLS INC$5.2M0.01%+8,437+43.8%
319BTUPEABODY ENGR CORP$5.2M0.01%+63,600+67.3%
320KBHKB HOME$5.2M0.01%+19,762+24.5%
321TFIITRANSFORCE INC$5.2M0.01%1,440−2.9%
322FOXAFOX CORP$5.2M0.01%+33,082+59.9%
323NTAPNETAPP INC$5.1M0.01%+49,423NEW
324AIGAMERICAN INTL GROUP INC$5.0M0.01%+12,334+22.5%
325GILDGILEAD SCIENCES INC$5.0M0.01%76,362−68.1%
326SPYSTATE STREET SPDR S&P 500 ETF T$5.0M0.01%+2,115+38.2%
327HBANHUNTINGTON BANCSHARES INC$5.0M0.01%+131,813+71.1%
328WSCWILLSCOT HLDGS CORP$5.0M0.01%34,320−10.7%
329APTVAPTIV PLC$4.9M0.01%+18,804+36.0%
330ERICTELEFONAKTIEBOLAGET LM ERICS$4.9M0.01%+199,788+84.9%
331LDOSLEIDOS HOLDINGS INC$4.8M0.01%3,576−10.3%
332DGDOLLAR GEN CORP$4.8M0.01%+14,834+57.5%
333CATCATERPILLAR INC$4.7M0.01%+3,750+127.1%
334NBIXNEUROCRINE BIOSCIENCES INC$4.7M0.01%+28,493+399.5%
335NENOBLE CORP PLC$4.7M0.01%+95,598NEW
336PRDOPERDOCEO ED CORP$4.6M0.01%+468+0.4%
337HSBCHSBC HLDGS PLC$4.6M0.01%43,259−43.9%
338CRGYCRESCENT ENERGY COMPANY$4.5M0.01%5,800−1.7%
339AITAPPLIED INDL TECHNOLOGIES IN$4.5M0.01%602−3.5%
340ASOACADEMY SPORTS & OUTDOORS IN$4.4M0.01%+1,041+1.3%
341AYIACUITY INC$4.4M0.01%+6,669+73.4%
342SMCISUPER MICRO COMPUTER INC$4.4M0.01%+108,097+128.7%
343METMETLIFE INC$4.3M0.01%14,091−18.7%
344JHGJANUS HENDERSON GROUP PLC$4.3M0.01%2,203−2.6%
345RMDRESMED INC$4.2M0.01%+18,923NEW
346MNSTMONSTER BEVERAGE CORP NEW$4.2M0.01%+37,169+177.5%
347WUWESTERN UN CO$4.2M0.01%+153,574+46.9%
348WFRDWEATHERFORD INTL PLC$4.1M0.01%+43,700NEW
349ACAARCOSA INC$4.1M0.01%1,428−3.5%
350ODFLOLD DOMINION FREIGHT LINE IN$4.1M0.01%712−3.3%
351SLBSLB LIMITED$4.1M0.01%+79,453NEW
352NOVNOV INC$4.1M0.01%+216,187NEW
353GEVOGEVO INC$4.0M0.01%12,776−0.9%
354FERGFERGUSON ENTERPRISES INC$4.0M0.01%2,105−11.0%
355WCCWESCO INTL INC$4.0M0.01%698−4.6%
356BFHBREAD FINANCIAL HOLDINGS INC$4.0M0.01%8,013−13.2%
357CHRDCHORD ENERGY CORPORATION$3.9M0.01%+47+0.2%
358RRXREGAL REXNORD CORPORATION$3.8M0.01%709−3.4%
359CLCOLGATE PALMOLIVE CO$3.8M0.01%+3,687+9.1%
360NSANATIONAL STORAGE AFFILIATES$3.8M0.01%+99,671NEW
361ROKROCKWELL AUTOMATION INC$3.7M0.01%382−3.5%
362PRPERMIAN RESOURCES CORP$3.7M0.01%13,270,257−98.7%
363MTDRMATADOR RES CO$3.6M0.01%2,143−3.6%
364TEXTEREX CORP NEW$3.6M0.01%+14,260+30.1%
365CRVLCORVEL CORP$3.6M0.01%+65,755NEW
366PVHPVH CORPORATION$3.6M0.01%+1,349+2.7%
367PNRPENTAIR PLC$3.5M0.01%+1,450+3.7%
368GMOIGMO ETF TRUST$3.5M0.01%+41,854+74.6%
369CBRECBRE GROUP INC$3.5M0.01%2,772−9.6%
370PPGPPG INDS INC$3.5M0.01%+3,778+13.0%
371ACVAACV AUCTIONS INC$3.5M0.01%+430,912+109.8%
372MYRGMYR GROUP INC$3.5M0.01%7,011−36.4%
373GMOVGMO ETF TRUST$3.4M0.01%+54,339+79.7%
374FSMFORTUNA MNG CORP$3.4M0.01%+344,500NEW
375QLTYGMO ETF TRUST$3.4M0.01%+44,752+90.0%
376MATMATTEL INC$3.4M0.01%+93,086+66.3%
377BKBANK NEW YORK MELLON CORP$3.4M0.01%37,905−57.0%
378AMTXAEMETIS INC$3.3M0.01%4,606−0.4%
379BGBUNGE GLOBAL SA$3.3M0.01%40,726−61.4%
380LKQLKQ CORP$3.2M0.01%+44,350+67.7%
381FBINFORTUNE BRANDS INNOVATIONS I$3.2M0.01%+82,276NEW
382IEIISHARES TR$3.2M0.01%+12,695+88.8%
383TMTOYOTA MOTOR CORP$3.2M0.01%+15,510NEW
384MSMORGAN STANLEY$3.2M0.01%9,680−33.3%
385ARWARROW ELECTRS INC$3.2M0.01%4,939−18.3%
386HIIHUNTINGTON INGALLS INDS INC$3.1M0.01%305−3.6%
387PKXPOSCO HOLDINGS INC$3.1M0.01%HELD
388BENFRANKLIN RESOURCES INC$3.1M0.01%36,834−22.1%
389ACIALBERTSONS COS INC$3.0M0.01%+51,830+40.8%
390CMCCOMMERCIAL METALS CO$3.0M0.01%+161+0.3%
391OSKOSHKOSH CORP$3.0M0.01%30,063−59.9%
392SIGSIGNET JEWELERS LIMITED$3.0M0.01%+402+1.2%
393CDWCDW CORP$2.9M0.01%+24,165NEW
394MDTMEDTRONIC PLC$2.9M0.01%10,987−24.7%
395ACMAECOM$2.8M0.01%+17,357+107.1%
396SCHRSCHWAB STRATEGIC TR$2.8M0.01%+68,790+153.3%
397KMIKINDER MORGAN INC DEL$2.8M0.01%118,569−58.4%
398WDSWOODSIDE ENERGY GROUP LTD$2.8M0.01%+65,589+126.0%
399INTUINTUIT$2.8M0.01%+4,486+227.0%
400PAYCPAYCOM SOFTWARE INC$2.8M0.01%+14,644+176.3%
401MLIMUELLER INDS INC$2.8M0.01%16,938−40.2%
402MTHMERITAGE HOMES CORP$2.8M0.01%1,939−4.1%
403VGITVANGUARD SCOTTSDALE FDS$2.8M0.01%+21,255+84.9%
404OGNORGANON & CO$2.7M0.01%+1,213+0.3%
405SAIASAIA INC$2.7M0.01%2,573−25.2%
406CVSACOVISTA INC$2.6M0.01%+14,981+196.3%
407SPTISPDR SERIES TRUST$2.5M0.01%+48,340+123.9%
408ITGARTNER INC$2.5M0.01%+15,791NEW
409LBRTLIBERTY ENERGY INC$2.5M0.01%161,229−65.0%
410JXNJACKSON FINANCIAL INC$2.5M0.01%+17,296+277.7%
411IVZINVESCO LTD$2.4M0.01%169,111−62.7%
412GPNGLOBAL PMTS INC$2.4M0.01%+30,862+586.3%
413RYROYAL BK CDA$2.4M0.01%+15,049NEW
414ANAUTONATION INC$2.4M0.01%9,555−43.5%
415NLYANNALY CAPITAL MANAGEMENT IN$2.4M0.01%+1,963+1.7%
416TIMBTIM S A$2.4M0.01%HELD
417SLMSLM CORP$2.4M0.01%50,903−31.4%
418FITBFIFTH THIRD BANCORP$2.4M0.01%+23,867+88.3%
419KBKB FINL GROUP INC$2.4M0.01%3,914−14.2%
420NKENIKE INC$2.3M0.01%+583+1.3%
421DOVDOVER CORP$2.3M0.01%+3,818+53.5%
422ECECOPETROL S A$2.3M0.01%+72,652+91.5%
423LMTLOCKHEED MARTIN CORP$2.2M0.01%6,859−65.4%
424CHKPCHECK POINT SOFTWARE TECH LT$2.2M0.01%+7,183+88.8%
425GPIGROUP 1 AUTOMOTIVE INC$2.2M0.01%5,027−43.3%
426MOSMOSAIC CO$2.2M0.01%+465+0.5%
427NEUNEWMARKET CORP$2.1M0.01%+9+0.3%
428EMEEMCOR GROUP INC$2.1M0.01%193−6.3%
429IBMINTERNATIONAL BUSINESS MACHS$2.1M0.01%56,499−86.9%
430VLOVALERO ENERGY CORP$2.1M0.01%+404+5.1%
431UTHRUNITED THERAPEUTICS CORP DEL$2.0M0.01%+2,834+458.6%
432DBXDROPBOX INC$2.0M0.01%+88,898NEW
433PRUPRUDENTIAL FINL INC$2.0M0.01%+20,148NEW
434GGENPACT LIMITED$2.0M0.01%+333+0.6%
435ROSTROSS STORES INC$1.9M0.00%+1,000+12.9%
436TKRTIMKEN CO$1.8M0.00%+925+5.3%
437FISVFISERV INC$1.8M0.00%+32,736NEW
438GRMNGARMIN LTD$1.8M0.00%3,251−29.5%
439SUZSUZANO S A$1.8M0.00%+13,100+7.9%
440TRMBTRIMBLE INC$1.7M0.00%+26,478NEW
441KIMKIMCO REALTY CORP$1.7M0.00%+8,968+13.2%
442QLTIGMO ETF TRUST$1.7M0.00%+32,991+91.5%
443PZAINVESCO EXCH TRADED FD TR II$1.7M0.00%+13,071+21.2%
444CIGCIA ENERGETICA DE MINAS GERA$1.7M0.00%HELD
445VGSHVANGUARD SCOTTSDALE FDS$1.7M0.00%+19,655+204.9%
446TOLTOLL BROTHERS INC$1.7M0.00%+5,645+83.2%
447EVRGEVERGY INC$1.7M0.00%+4,579+28.5%
448VRTVERTIV HOLDINGS CO$1.7M0.00%+6,748NEW
449FASTFASTENAL CO$1.7M0.00%1,733−4.5%
450EXPDEXPEDITORS INTL WASH INC$1.7M0.00%+8,697+297.2%
451MPWRMONOLITHIC PWR SYS INC$1.7M0.00%+31+2.1%
452AKAMAKAMAI TECHNOLOGIES INC$1.7M0.00%131,790−90.1%
453GWWWW GRAINGER INC$1.7M0.00%+352+30.2%
454PFGPRINCIPAL FINANCIAL GROUP IN$1.6M0.00%9,367−33.9%
455EXELEXELIXIS INC$1.6M0.00%30,223−44.1%
456DUKDUKE ENERGY CORP NEW$1.6M0.00%10,380−45.6%
457LVSLAS VEGAS SANDS CORP$1.6M0.00%+9,297+45.0%
458SHGSHINHAN FINANCIAL GROUP CO L$1.6M0.00%HELD
459GLPIGAMING & LEISURE P$1.6M0.00%+4,844+15.5%
460EDCONSOLIDATED EDISON INC$1.6M0.00%41,782−74.8%
461APHAMPHENOL CORP$1.6M0.00%+2,194+21.3%
462YETIYETI HLDGS INC$1.6M0.00%7,737−15.4%
463KMTKENNAMETAL INC$1.5M0.00%+5,466+14.8%
464INGING GROEP N.V.$1.5M0.00%28,006−32.3%
465EWEDWARDS LIFESCIENCES CORP$1.5M0.00%15,886−45.5%
466IDXXIDEXX LABS INC$1.5M0.00%+623+31.3%
467PSKYPARAMOUNT SKYDANCE CORP$1.5M0.00%+162,199NEW
468DKSDICKS SPORTING GOODS INC$1.5M0.00%+2,025+38.0%
469CHRWC H ROBINSON WORLDWIDE IN$1.4M0.00%11,822−58.0%
470AEPAMERICAN ELEC PWR CO INC$1.4M0.00%8,083−42.8%
471PENNPENN ENTERTAINMENT INC$1.4M0.00%+40,400+76.1%
472GAPGAP INC$1.4M0.00%+57,762NEW
473MHOM/I HOMES INC$1.4M0.00%+45+0.4%
474WSMWILLIAMS SONOMA INC$1.4M0.00%+1,787+30.5%
475ULTAULTA BEAUTY INC$1.4M0.00%+55+2.1%
476CRHCRH PLC$1.4M0.00%+3,522+37.4%
477EWJVISHARES TR$1.4M0.00%+12,437+64.4%
478VNTVONTIER CORPORATION$1.3M0.00%1,622−4.1%
479FHIFEDERATED HERMES INC$1.3M0.00%17,300−42.7%
480BWLPBW LPG LTD$1.3M0.00%19,401−20.7%
481RLRALPH LAUREN CORP$1.3M0.00%+2,208+141.8%
482BHFBRIGHTHOUSE FINL INC$1.3M0.00%+21,576NEW
483UGIUGI CORP NEW$1.3M0.00%44,053−55.6%
484BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.00%1,064−28.6%
485CHTRCHARTER COMMUNICATIONS INC$1.3M0.00%+1,400+31.8%
486COOCOOPER COS INC$1.3M0.00%HELD
487PLABPHOTRONICS INC$1.2M0.00%+15,448+101.5%
488BBWIBATH & BODY WORKS INC$1.2M0.00%+504+0.8%
489ZTSZOETIS INC$1.2M0.00%+1,200+13.1%
490TTDTHE TRADE DESK INC$1.2M0.00%+53,617NEW
491OBDCBLUE OWL CAPITAL CORPORATION$1.2M0.00%+3,163+3.0%
492GILGILDAN ACTIVEWEAR INC$1.2M0.00%+10,900+102.0%
493WPCWP CAREY INC$1.2M0.00%1,622−8.7%
494INTCINTEL CORP$1.1M0.00%750,249−96.7%
495SNASNAP ON INC$1.1M0.00%+3,104NEW
496KGCKINROSS GOLD CORP$1.1M0.00%212,387−85.4%
497LNCLINCOLN NATL CORP IND$1.1M0.00%+10,532+52.6%
498CNXCCONCENTRIX CORP$1.1M0.00%752−1.9%
499AMPAMERIPRISE FINL INC$1.1M0.00%+10+0.4%
500TSNTYSON FOODS INC$1.1M0.00%2,111−11.3%

Source: SEC EDGAR · accession 0001072613-26-000397. 13F discloses long positions only — shorts, foreign equities, and options are excluded.