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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$2.29B5.85%HELD
2GOOGLALPHABET INC$336.710.90%76.51%132.04%$1.98B5.08%HELD
3JNJJOHNSON & JOHNSON$265.53-0.45%64.28%77.25%$1.78B4.55%HELD
4AAPLAPPLE INC$338.19-0.56%67.77%128.17%$1.76B4.50%HELD
5METAMETA PLATFORMS INC$585.61-1.31%-21.66%55.72%$1.76B4.50%HELD
6LRCXLAM RESEARCH CORP$252.35-6.40%163.30%339.52%$1.48B3.77%HELD
7AMZNAMAZON COM INC$226.65-1.82%5.54%30.60%$1.30B3.32%HELD
8TMOTHERMO FISHER SCIENTIFIC INC$576.460.01%24.95%5.34%$1.23B3.15%HELD
9AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$1.04B2.65%HELD
10USBUS BANCORP$62.82-2.50%51.45%38.69%$994.1M2.54%HELD
11TXNTEXAS INSTRS INC$271.30-2.08%53.11%62.90%$982.6M2.51%HELD
12VVISA INC$368.730.58%9.62%67.02%$917.6M2.35%HELD
13ABTABBOTT LABORATORIES$108.000.68%-12.22%-4.75%$914.9M2.34%HELD
14UNHUNITEDHEALTH GROUP INC$420.57-1.92%83.63%11.52%$854.6M2.19%HELD
15MRKMERCK & CO INC$130.36-1.11%70.49%100.41%$843.7M2.16%HELD
16CRMSALESFORCE INC$188.383.79%-23.90%-27.44%$826.1M2.11%HELD
17ACNACCENTURE PLC IRELAND$173.175.17%-31.00%-44.27%$773.8M1.98%HELD
18CITHE CIGNA GROUP$296.47-1.52%15.56%53.58%$693.1M1.77%HELD
19LLYELI LILLY & CO$1210.02-0.87%61.25%393.83%$689.7M1.76%HELD
20KLACKLA CORP$170.19-10.80%93.19%424.97%$679.1M1.74%HELD
21HLTHILTON WORLDWIDE HLDGS INC$321.72-0.22%23.59%161.14%$674.8M1.73%HELD
22KOCOCA COLA CO$89.080.92%35.46%86.77%$629.7M1.61%HELD
23STZCONSTELLATION BRANDS INC$131.75-0.20%-19.04%-32.04%$603.9M1.54%HELD
24TJXTJX COS INC NEW$161.630.52%29.50%137.54%$592.9M1.52%HELD
25ISRGINTUITIVE SURGICAL INC$353.10-2.40%-26.91%0.54%$567.4M1.45%HELD
26ELVELEVANCE HEALTH INC FORMERLY$375.98-2.53%39.76%7.69%$564.3M1.44%HELD
27UBERUBER TECHNOLOGIES INC$71.200.65%-19.24%79.33%$530.6M1.36%HELD
28MAMASTERCARD INCORPORATED$563.320.10%1.24%67.59%$475.1M1.22%HELD
29NFLXNETFLIX INC.$73.631.71%-36.45%29.36%$389.3M1.00%HELD
30DGXQUEST DIAGNOSTICS INC$235.22-0.31%40.34%69.92%$369.0M0.94%HELD
31SNPSSYNOPSYS INC$373.69-2.64%$360.9M0.92%HELD
32TWTRADEWEB MKTS INC$108.183.75%$311.9M0.80%HELD
33ASMLASML HLDG NV$1550.69-2.04%$204.2M0.52%HELD
34GSKGSK PLC$53.22-0.91%$194.4M0.50%HELD
35RIORIO TINTO PLC$93.662.20%$187.0M0.48%HELD
36TDTORONTO DOMINION BK ONT$116.99-2.84%$182.5M0.47%HELD
37DARDARLING INGREDIENTS INC$58.620.34%$167.4M0.43%HELD
38ALBALBEMARLE CORP$113.880.64%$162.8M0.42%HELD
39VODVODAFONE GROUP PLC$16.13-1.59%$151.6M0.39%HELD
40TTETOTALENERGIES SE$86.753.05%$138.5M0.35%HELD
41SQMSOCIEDAD QUIMICA Y MINERA DE$67.551.02%$136.0M0.35%HELD
42PGPROCTER & GAMBLE CO$146.10-1.87%$129.0M0.33%HELD
43TSMTAIWAN SEMICONDUCTOR MANUFAC$374.67-4.50%$126.6M0.32%HELD
44DBDEUTSCHE BK AG$35.470.31%$118.7M0.30%HELD
45ARMKARAMARK$57.17-0.40%$118.5M0.30%HELD
46SEDGSOLAREDGE TECHNOLOGIES INC$39.04-2.57%$114.1M0.29%HELD
47RUNSUNRUN INC$9.47-1.66%$106.0M0.27%HELD
48GEGE AEROSPACE$350.63-3.56%$91.3M0.23%HELD
49NXENEXGEN ENERGY LTD$8.93-2.72%$87.4M0.22%HELD
50BNSBANK NOVA SCOTIA B C$86.04-2.60%$84.0M0.21%HELD
51COPCONOCOPHILLIPS$118.063.47%$81.8M0.21%HELD
52ARRYARRAY TECHNOLOGIES INC$4.81-5.69%$79.2M0.20%HELD
53VISTVISTA ENERGY S.A.B. DE C.V.$66.012.68%$71.6M0.18%HELD
54MDLZMONDELEZ INTL INC$64.994.02%$69.3M0.18%HELD
55MGAMAGNA INTL INC$69.100.12%$67.8M0.17%HELD
56VZVERIZON COMMUNICATIONS INC$47.22-2.01%$66.2M0.17%HELD
57GPREGREEN PLAINS INC$16.37-0.55%$64.9M0.17%HELD
58PFEPFIZER INC$25.15-0.40%$64.2M0.16%HELD
59NVDANVIDIA CORPORATION$190.01-3.55%$61.8M0.16%HELD
60CCITIGROUP INC$127.13-4.03%$60.2M0.15%HELD
61EOGEOG RES INC$145.944.51%$58.5M0.15%HELD
62BACBANK AMERICA CORP$61.07-2.48%$57.1M0.15%HELD
63QCOMQUALCOMM INC$155.68-4.42%$57.1M0.15%HELD
64XOMEXXON MOBIL CORP$156.752.42%$57.0M0.15%HELD
65AMRCAMERESCO INC$18.51-5.85%$56.9M0.15%HELD
66CRCCALIFORNIA RES CORP$50.592.62%$55.7M0.14%HELD
67TGTTARGET CORP$145.901.18%$55.5M0.14%HELD
68GMGENERAL MTRS CO$89.40-1.00%$52.8M0.14%HELD
69JKHYHENRY JACK & ASSOC INC$161.152.36%$51.5M0.13%HELD
70KOSKOSMOS ENERGY LTD$2.485.98%$50.9M0.13%HELD
71CMCSACOMCAST CORP NEW$24.611.74%$50.5M0.13%HELD
72EBAYEBAY INC.$115.30-1.82%$48.3M0.12%HELD
73FFORD MTR CO$15.282.14%$47.7M0.12%HELD
74MFCMANULIFE FINL CORP$43.92-1.61%$47.2M0.12%HELD
75CVSCVS HEALTH CORP$105.92-3.13%$45.6M0.12%HELD
76UPSUNITED PARCEL SVCS INC$104.56-0.92%$45.4M0.12%HELD
77BTIBRITISH AMERN TOB PLC$63.071.24%$44.8M0.11%HELD
78ALLALLSTATE CORP$274.390.72%$43.8M0.11%HELD
79CXCEMEX SA EURO MTN BE 144A$11.70-2.50%$43.7M0.11%HELD
80NUENUCOR CORP$256.02-3.61%$43.6M0.11%HELD
81STLASTELLANTIS N.V$6.014.34%$43.2M0.11%HELD
82YPFYPF SOCIEDAD ANONIMA$50.320.96%$42.8M0.11%HELD
83REGNREGENERON PHARMACEUTICALS$695.420.03%$42.8M0.11%HELD
84COFCAPITAL ONE FINL CORP$208.71-1.74%$42.2M0.11%HELD
85NVSNOVARTIS AG$158.83-0.64%$42.1M0.11%HELD
86VALEVALE S A$14.65-0.34%$41.9M0.11%HELD
87FCXFREEPORT MCMORAN INC$59.99-2.68%$41.2M0.11%HELD
88CTVACORTEVA INC$90.511.75%$40.1M0.10%HELD
89ITRIITRON INC$102.33-4.38%$40.1M0.10%HELD
90SLFSUN LIFE FINANCIAL INC.$82.27-2.14%$39.8M0.10%HELD
91ROPROPER TECHNOLOGIES INC$408.074.39%$39.6M0.10%HELD
92CTSHCOGNIZANT TECHNOLOGY SOLUTIO$55.9711.25%$39.0M0.10%HELD
93CLHCLEAN HARBORS INC$326.347.47%$38.9M0.10%HELD
94PSMTPRICESMART INC$192.570.64%$38.8M0.10%HELD
95PYPLPAYPAL HLDGS INC$58.350.05%$38.3M0.10%HELD
96BF/BBROWN FORMAN CORP$38.1M0.10%HELD
97OTEXOPEN TEXT CORP$25.884.40%$37.8M0.10%HELD
98CRUSCIRRUS LOGIC INC$134.07-1.53%$36.5M0.09%HELD
99BCPCBALCHEM CORP$163.71-1.25%$36.1M0.09%HELD
100NWENORTHWESTERN ENERGY GROUP IN$70.61-2.32%$36.0M0.09%HELD
101SYFSYNCHRONY FINANCIAL$35.8M0.09%HELD
102GIBCGI INC$35.7M0.09%HELD
103GOOGALPHABET INC$35.4M0.09%HELD
104MICCMAGNUM ICE CREAM CO NV$35.0M0.09%HELD
105GMEDGLOBUS MED INC$34.6M0.09%HELD
106INCYINCYTE CORP$34.3M0.09%HELD
107BBDBANCO BRADESCO S A$33.9M0.09%HELD
108AGCOAGCO CORP$33.4M0.09%HELD
109NTRNUTRIEN LTD$33.2M0.09%HELD
110STMSTMICROELECTRONICS N V$33.2M0.09%HELD
111NYTNEW YORK TIMES CO MTN BE$33.2M0.08%HELD
112HPEHEWLETT PACKARD ENTERPRISE C$33.0M0.08%HELD
113WBSWEBSTER FINL CORP$32.7M0.08%HELD
114CVXCHEVRON CORPORATION$32.5M0.08%HELD
115ATRAPTARGROUP INC$32.3M0.08%HELD
116AAONAAON INC$32.3M0.08%HELD
117DHID R HORTON INC$31.7M0.08%HELD
118ACLSAXCELIS TECHNOLOGIES INC$31.2M0.08%HELD
119BMIBADGER METER INC$31.0M0.08%HELD
120ULUNILEVER PLC$30.6M0.08%HELD
121FCNFTI CONSULTING INC$30.5M0.08%HELD
122PTCPTC INC$30.2M0.08%HELD
123WTRGESSENTIAL UTILS INC$30.2M0.08%HELD
124TXNMTXNM ENERGY INC$30.1M0.08%HELD
125ZNGAZOOM COMMUNICATIONS INC$29.9M0.08%HELD
126TROWPRICE T ROWE GROUP INC$29.8M0.08%HELD
127DRESGMO ETF TRUST$29.3M0.08%HELD
128PHMPULTE GROUP INC$29.1M0.07%HELD
129OLLIOLLIES BARGAIN OUTLET HLDGS$29.1M0.07%HELD
130NXTNEXTPOWER INC$28.9M0.07%HELD
131HPQHP INC$28.9M0.07%HELD
132DALDELTA AIR LINES INC$28.8M0.07%HELD
133KVUEKENVUE INC$28.7M0.07%HELD
134LYBLYONDELLBASELL INDUSTRIES NV$28.6M0.07%HELD
135JPMJPMORGAN CHASE & CO$28.4M0.07%HELD
136ONTOONTO INNOVATION INC$28.0M0.07%HELD
137GTLSCHART INDS INC$27.9M0.07%HELD
138CLNECLEAN ENERGY FUELS CORP$27.8M0.07%HELD
139BBYBEST BUY INC$27.4M0.07%HELD
140STTSTATE STR CORP$27.4M0.07%HELD
141CNHCNH INDL N V$27.2M0.07%HELD
142WMSADVANCED DRAIN SYS INC DEL$27.1M0.07%HELD
143GEHCGE HEALTHCARE TECHNOLOGIES I$27.0M0.07%HELD
144MZTIMARZETTI COMPANY$26.8M0.07%HELD
145CTRACOTERRA ENERGY INC$26.4M0.07%HELD
146ALAIR LEASE CORP$26.3M0.07%HELD
147ADBEADOBE INC$26.3M0.07%HELD
148BMYBRISTOL-MYERS SQUIBB CO$26.2M0.07%HELD
149FSLRFIRST SOLAR INC$26.2M0.07%HELD
150PINSPINTEREST INC$25.9M0.07%HELD
151CSCOCISCO SYS INC$25.4M0.06%HELD
152EAELECTRONIC ARTS INC$25.4M0.06%HELD
153BLDRBUILDERS FIRSTSOURCE INC$25.0M0.06%HELD
154TREXTREX INC$24.8M0.06%HELD
155AESAES CORP$24.8M0.06%HELD
156KHCKRAFT HEINZ CO$24.6M0.06%HELD
157VIPSVIPSHOP HLDGS LTD$24.6M0.06%HELD
158LENLENNAR CORP$24.5M0.06%HELD
159MASIMASIMO CORP$24.5M0.06%HELD
160BWABORGWARNER INC$24.4M0.06%HELD
161NATLNCR ATLEOS CORPORATION$24.3M0.06%HELD
162HO1HOLOGIC INC$24.3M0.06%HELD
163DLBDOLBY LABORATORIES INC$24.2M0.06%HELD
164UALUNITED AIRLS HLDGS INC$23.9M0.06%HELD
165TXTTEXTRON INC$23.6M0.06%HELD
166OMCOMNICOM GROUP INC$23.5M0.06%HELD
167COKECOCA COLA CONS INC$23.4M0.06%HELD
168TAT&T INC$23.4M0.06%HELD
169T86TRI POINTE HOMES INC$23.3M0.06%HELD
170NICENICE LTD$23.3M0.06%HELD
171KAIKADANT INC$22.8M0.06%HELD
172SOLVSOLVENTUM CORP$22.8M0.06%HELD
173DVNDEVON ENERGY CORP NEW$22.6M0.06%HELD
174HIGHARTFORD INSURANCE GROUP INC$22.4M0.06%HELD
175HMCHONDA MOTOR CO LTD$22.4M0.06%HELD
176CNSCOHEN & STEERS INC$22.4M0.06%HELD
177SMSM ENERGY COMPANY$22.4M0.06%HELD
178BMOBANK MONTREAL MEDIUM$21.2M0.05%HELD
179ALLEALLEGION PLC$21.0M0.05%HELD
180GISGENERAL MILLS INC$20.9M0.05%HELD
181UBSUBS GROUP AG$20.4M0.05%HELD
182BBARRICK MNG CORP$20.3M0.05%HELD
183TSTENARIS S A$20.2M0.05%HELD
184BAHBOOZ ALLEN HAMILTON HLDG COR$20.2M0.05%HELD
185NOCNORTHROP GRUMMAN CORP$19.9M0.05%HELD
186NSCNORFOLK SOUTHN CORP$19.9M0.05%HELD
187HLIHOULIHAN LOKEY INC$19.7M0.05%HELD
188DELLDELL TECHNOLOGIES INC$19.7M0.05%HELD
189LULULULULEMON ATHLETICA INC$19.6M0.05%HELD
190LBRDKLIBERTY BROADBAND CORP$19.0M0.05%HELD
191HLNHALEON PLC$19.0M0.05%HELD
192INVGGMO ETF TRUST$19.0M0.05%HELD
193CARRCARRIER GLOBAL CORPORATION$18.9M0.05%HELD
194HUBBHUBBELL INC$18.6M0.05%HELD
195CIBGRUPO CIBEST SA$18.2M0.05%HELD
196EGEVEREST GROUP LTD$18.2M0.05%HELD
197WHDCACTUS INC$17.8M0.05%HELD
198EXEEXPAND ENERGY CORPORATION$17.8M0.05%HELD
199GOLFACUSHNET HLDGS CORP$17.7M0.05%HELD
200EIXEDISON INTL$17.6M0.04%HELD
201SAPSAP SE$17.3M0.04%HELD
202STLDSTEEL DYNAMICS INC$17.0M0.04%HELD
203K4FONESTREAM INC$16.2M0.04%HELD
204SEMSELECT MED HLDGS CORP$16.1M0.04%HELD
205WBDWARNER BROS DISCOVERY INC$16.0M0.04%HELD
206AXPAMERICAN EXPRESS CO$15.3M0.04%HELD
207WYWEYERHAEUSER CO$15.3M0.04%HELD
208VMIVALMONT INDS INC$15.0M0.04%HELD
209STEPSTEPSTONE GROUP INC$14.9M0.04%HELD
210PGRPROGRESSIVE CORP$14.5M0.04%HELD
211ENTGENTEGRIS INC$14.2M0.04%HELD
212PNCPNC FINL SVCS GROUP INC$14.1M0.04%HELD
213EQNREQUINOR ASA$14.1M0.04%HELD
214FDXFEDEX CORP$14.1M0.04%HELD
215OLEDUNIVERSAL DISPLAY CORP$13.9M0.04%HELD
216RBCRBC BEARINGS INC$13.7M0.03%HELD
217AM6AMICUS THERAPEUTIC$13.6M0.03%HELD
218EQTEQT CORP$13.6M0.03%HELD
219TELTE CONNECTIVITY PLC$13.5M0.03%HELD
220UHSUNIVERSAL HLTH SVCS INC$13.4M0.03%HELD
221BBVABANCO BILBAO VIZCAYA ARGENTA$13.1M0.03%HELD
222CRBGCOREBRIDGE FINL INC$13.1M0.03%HELD
223PEPPEPSICO INC$13.1M0.03%HELD
224GPORGULFPORT ENERGY CORP$13.0M0.03%HELD
225LOGILOGITECH INTL S A$12.9M0.03%HELD
226PBR/APETROLEO BRASILEIRO S A$12.8M0.03%HELD
227ENSENERSYS$12.7M0.03%HELD
228BHPBHP BILLITON LIMITED$12.7M0.03%HELD
229APAAPA CORPORATION$12.6M0.03%HELD
230SWKSSKYWORKS SOLUTIONS INC$12.4M0.03%HELD
231VECOVEECO INSTRS INC DEL$12.4M0.03%HELD
232SLABSILICON LABORATORIES INC$12.2M0.03%HELD
233KRKROGER CO$12.1M0.03%HELD
234ACGLARCH CAP GROUP LTD$11.2M0.03%HELD
235KMBKIMBERLY-CLARK CORP$11.0M0.03%HELD
236CBCHUBB LTD SWITZ$10.9M0.03%HELD
237DEDEERE & CO$10.8M0.03%HELD
238TRVTRAVELERS COMPANIES INC$10.5M0.03%HELD
239CFCF INDUSTRIES HOLD$10.3M0.03%HELD
240GMOCGMO ETF TRUST$10.2M0.03%HELD
241BRKRBRUKER CORP$10.2M0.03%HELD
242DEODIAGEO PLC$10.1M0.03%HELD
243HALHALLIBURTON CO$9.9M0.03%HELD
244UNPUNION PAC CORP$9.6M0.02%HELD
245FOXFOX CORP$9.5M0.02%HELD
246ONON SEMICONDUCTOR CORP$9.4M0.02%HELD
247EXPEEXPEDIA GROUP INC$9.4M0.02%HELD
248DECKDECKERS OUTDOOR CORP$9.1M0.02%HELD
249ORAORMAT TECHNOLOGIES INC$9.1M0.02%HELD
250SNYSANOFI SA$9.1M0.02%HELD
251PDSPRECISION DRILLING CORP$9.1M0.02%HELD
252OCOWENS CORNING NEW$9.1M0.02%HELD
253WWDWOODWARD INC$9.0M0.02%HELD
254XPELXPEL INC$8.8M0.02%HELD
255LEALEAR CORP$8.7M0.02%HELD
256LZMLIFEZONE METALS LIMITED$8.6M0.02%HELD
257DISDISNEY WALT CO$8.5M0.02%HELD
258CGAUCENTERRA GOLD INC$8.3M0.02%HELD
259CMCANADIAN IMPERIAL BANK OF CO$8.2M0.02%HELD
260AFLAFLAC INC$8.2M0.02%HELD
261SHELSHELL PLC$8.1M0.02%HELD
262PLPCPREFORMED LINE PRODS CO$8.0M0.02%HELD
263TTTRANE TECHNOLOGIES PLC$8.0M0.02%HELD
264RDNRADIAN GROUP INC$7.9M0.02%HELD
265GSLGLOBAL SHIP LEASE INC$7.9M0.02%HELD
266GSGOLDMAN SACHS GROUP INC$7.9M0.02%HELD
267AVTAVNET INC$7.9M0.02%HELD
268TFCTRUIST FINL CORP$7.8M0.02%HELD
269MTCHMATCH GROUP INC NEW$7.8M0.02%HELD
270HUMHUMANA INC$7.8M0.02%HELD
271VICIVICI PPTYS INC$7.7M0.02%HELD
272ICLICL GROUP LTD$7.5M0.02%HELD
273MTBM & T BK CORP$7.4M0.02%HELD
274HRBBLOCK H & R INC$7.4M0.02%HELD
275USLMUNITED STS LIME & MINERALS I$7.3M0.02%HELD
276AMATAPPLIED MATLS INC$7.3M0.02%HELD
277EXCEXELON CORP$7.2M0.02%HELD
278MTGMGIC INVT CORP WIS$7.1M0.02%HELD
279RFREGIONS FINANCIAL CORP NEW$7.1M0.02%HELD
280LSTRLANDSTAR SYS INC$7.1M0.02%HELD
281MBUUMALIBU BOATS INC$7.0M0.02%HELD
282EPAMEPAM SYS INC$6.9M0.02%HELD
283CMICUMMINS INC$6.9M0.02%HELD
284JJACOBS SOLUTIONS INC$6.9M0.02%HELD
285URIUNITED RENTALS INC$6.8M0.02%HELD
286FLRFLUOR CORP$6.7M0.02%HELD
287AAALCOA CORP$6.5M0.02%HELD
288ZIMZIM INTEGRATED SHIPPING SERV$6.5M0.02%HELD
289ZBRAZEBRA TECHNOLOGIES CORPORATI$6.1M0.02%HELD
290CSXCSX CORP$6.1M0.02%HELD
291PAGSPAGSEGURO DIGITAL LTD$6.0M0.02%HELD
292QFINQFIN HOLDINGS INC$6.0M0.02%HELD
293VMCVULCAN MATLS CO$6.0M0.02%HELD
294WMT2WELLS FARGO & CO$6.0M0.02%HELD
295MPCMARATHON PETE CORP$6.0M0.02%HELD
296FMXFOMENTO ECONOMICO MEXICANO S$6.0M0.02%HELD
297MMACYS INC$5.9M0.02%HELD
298CVECENOVUS ENERGY INC$5.9M0.02%HELD
299SUSUNCOR ENERGY INC NEW$5.9M0.02%HELD
300OVVOVINTIV INC$5.9M0.02%HELD
301KDPKEURIG DR PEPPER INC$5.9M0.01%HELD
302ADMARCHER DANIELS MIDLAND CO$5.8M0.01%HELD
303CSLCARLISLE COS INC$5.8M0.01%HELD
304BTEBAYTEX ENERGY CORP$5.8M0.01%HELD
305HONHONEYWELL INTL INC$5.8M0.01%HELD
306MOALTRIA GROUP INC$5.8M0.01%HELD
307LGOLARGO INC$5.8M0.01%HELD
308ENVAENOVA INTL INC$5.7M0.01%HELD
309RYAAYRYANAIR HOLDINGS PLC$5.7M0.01%HELD
310BTGB2GOLD CORP$5.7M0.01%HELD
311GGBGERDAU SA$5.7M0.01%HELD
312CROXCROCS INC$5.7M0.01%HELD
313MLMMARTIN MARIETTA MATLS INC$5.5M0.01%HELD
314QQNITY ELECTRONICS INC$5.4M0.01%HELD
315EFXTENERFLEX LTD$5.3M0.01%HELD
316KNXKNIGHT-SWIFT TRANSN HLDGS IN$5.3M0.01%HELD
317NXPINXP SEMICONDUCTORS N V$5.3M0.01%HELD
318EXPEAGLE MATLS INC$5.2M0.01%HELD
319BTUPEABODY ENGR CORP$5.2M0.01%HELD
320KBHKB HOME$5.2M0.01%HELD
321TFIITRANSFORCE INC$5.2M0.01%HELD
322FOXAFOX CORP$5.2M0.01%HELD
323NTAPNETAPP INC$5.1M0.01%HELD
324AIGAMERICAN INTL GROUP INC$5.0M0.01%HELD
325GILDGILEAD SCIENCES INC$5.0M0.01%HELD
326SPYSTATE STREET SPDR S&P 500 ETF T$5.0M0.01%HELD
327HBANHUNTINGTON BANCSHARES INC$5.0M0.01%HELD
328WSCWILLSCOT HLDGS CORP$5.0M0.01%HELD
329APTVAPTIV PLC$4.9M0.01%HELD
330ERICTELEFONAKTIEBOLAGET LM ERICS$4.9M0.01%HELD
331LDOSLEIDOS HOLDINGS INC$4.8M0.01%HELD
332DGDOLLAR GEN CORP$4.8M0.01%HELD
333CATCATERPILLAR INC$4.7M0.01%HELD
334NBIXNEUROCRINE BIOSCIENCES INC$4.7M0.01%HELD
335NENOBLE CORP PLC$4.7M0.01%HELD
336PRDOPERDOCEO ED CORP$4.6M0.01%HELD
337HSBCHSBC HLDGS PLC$4.6M0.01%HELD
338CRGYCRESCENT ENERGY COMPANY$4.5M0.01%HELD
339AITAPPLIED INDL TECHNOLOGIES IN$4.5M0.01%HELD
340ASOACADEMY SPORTS & OUTDOORS IN$4.4M0.01%HELD
341AYIACUITY INC$4.4M0.01%HELD
342SMCISUPER MICRO COMPUTER INC$4.4M0.01%HELD
343METMETLIFE INC$4.3M0.01%HELD
344JHGJANUS HENDERSON GROUP PLC$4.3M0.01%HELD
345RMDRESMED INC$4.2M0.01%HELD
346MNSTMONSTER BEVERAGE CORP NEW$4.2M0.01%HELD
347WUWESTERN UN CO$4.2M0.01%HELD
348WFRDWEATHERFORD INTL PLC$4.1M0.01%HELD
349ACAARCOSA INC$4.1M0.01%HELD
350ODFLOLD DOMINION FREIGHT LINE IN$4.1M0.01%HELD
351SLBSLB LIMITED$4.1M0.01%HELD
352NOVNOV INC$4.1M0.01%HELD
353GEVOGEVO INC$4.0M0.01%HELD
354FERGFERGUSON ENTERPRISES INC$4.0M0.01%HELD
355WCCWESCO INTL INC$4.0M0.01%HELD
356BFHBREAD FINANCIAL HOLDINGS INC$4.0M0.01%HELD
357CHRDCHORD ENERGY CORPORATION$3.9M0.01%HELD
358RRXREGAL REXNORD CORPORATION$3.8M0.01%HELD
359CLCOLGATE PALMOLIVE CO$3.8M0.01%HELD
360NSANATIONAL STORAGE AFFILIATES$3.8M0.01%HELD
361ROKROCKWELL AUTOMATION INC$3.7M0.01%HELD
362PRPERMIAN RESOURCES CORP$3.7M0.01%HELD
363MTDRMATADOR RES CO$3.6M0.01%HELD
364TEXTEREX CORP NEW$3.6M0.01%HELD
365CRVLCORVEL CORP$3.6M0.01%HELD
366PVHPVH CORPORATION$3.6M0.01%HELD
367PNRPENTAIR PLC$3.5M0.01%HELD
368GMOIGMO ETF TRUST$3.5M0.01%HELD
369CBRECBRE GROUP INC$3.5M0.01%HELD
370PPGPPG INDS INC$3.5M0.01%HELD
371ACVAACV AUCTIONS INC$3.5M0.01%HELD
372MYRGMYR GROUP INC$3.5M0.01%HELD
373GMOVGMO ETF TRUST$3.4M0.01%HELD
374FSMFORTUNA MNG CORP$3.4M0.01%HELD
375QLTYGMO ETF TRUST$3.4M0.01%HELD
376MATMATTEL INC$3.4M0.01%HELD
377BKBANK NEW YORK MELLON CORP$3.4M0.01%HELD
378AMTXAEMETIS INC$3.3M0.01%HELD
379BGBUNGE GLOBAL SA$3.3M0.01%HELD
380LKQLKQ CORP$3.2M0.01%HELD
381FBINFORTUNE BRANDS INNOVATIONS I$3.2M0.01%HELD
382IEIISHARES TR$3.2M0.01%HELD
383TMTOYOTA MOTOR CORP$3.2M0.01%HELD
384MSMORGAN STANLEY$3.2M0.01%HELD
385ARWARROW ELECTRS INC$3.2M0.01%HELD
386HIIHUNTINGTON INGALLS INDS INC$3.1M0.01%HELD
387PKXPOSCO HOLDINGS INC$3.1M0.01%HELD
388BENFRANKLIN RESOURCES INC$3.1M0.01%HELD
389ACIALBERTSONS COS INC$3.0M0.01%HELD
390CMCCOMMERCIAL METALS CO$3.0M0.01%HELD
391OSKOSHKOSH CORP$3.0M0.01%HELD
392SIGSIGNET JEWELERS LIMITED$3.0M0.01%HELD
393CDWCDW CORP$2.9M0.01%HELD
394MDTMEDTRONIC PLC$2.9M0.01%HELD
395ACMAECOM$2.8M0.01%HELD
396SCHRSCHWAB STRATEGIC TR$2.8M0.01%HELD
397KMIKINDER MORGAN INC DEL$2.8M0.01%HELD
398WDSWOODSIDE ENERGY GROUP LTD$2.8M0.01%HELD
399INTUINTUIT$2.8M0.01%HELD
400PAYCPAYCOM SOFTWARE INC$2.8M0.01%HELD
401MLIMUELLER INDS INC$2.8M0.01%HELD
402MTHMERITAGE HOMES CORP$2.8M0.01%HELD
403VGITVANGUARD SCOTTSDALE FDS$2.8M0.01%HELD
404OGNORGANON & CO$2.7M0.01%HELD
405SAIASAIA INC$2.7M0.01%HELD
406CVSACOVISTA INC$2.6M0.01%HELD
407SPTISPDR SERIES TRUST$2.5M0.01%HELD
408ITGARTNER INC$2.5M0.01%HELD
409LBRTLIBERTY ENERGY INC$2.5M0.01%HELD
410JXNJACKSON FINANCIAL INC$2.5M0.01%HELD
411IVZINVESCO LTD$2.4M0.01%HELD
412GPNGLOBAL PMTS INC$2.4M0.01%HELD
413RYROYAL BK CDA$2.4M0.01%HELD
414ANAUTONATION INC$2.4M0.01%HELD
415NLYANNALY CAPITAL MANAGEMENT IN$2.4M0.01%HELD
416TIMBTIM S A$2.4M0.01%HELD
417SLMSLM CORP$2.4M0.01%HELD
418FITBFIFTH THIRD BANCORP$2.4M0.01%HELD
419KBKB FINL GROUP INC$2.4M0.01%HELD
420NKENIKE INC$2.3M0.01%HELD
421DOVDOVER CORP$2.3M0.01%HELD
422ECECOPETROL S A$2.3M0.01%HELD
423LMTLOCKHEED MARTIN CORP$2.2M0.01%HELD
424CHKPCHECK POINT SOFTWARE TECH LT$2.2M0.01%HELD
425GPIGROUP 1 AUTOMOTIVE INC$2.2M0.01%HELD
426MOSMOSAIC CO$2.2M0.01%HELD
427NEUNEWMARKET CORP$2.1M0.01%HELD
428EMEEMCOR GROUP INC$2.1M0.01%HELD
429IBMINTERNATIONAL BUSINESS MACHS$2.1M0.01%HELD
430VLOVALERO ENERGY CORP$2.1M0.01%HELD
431UTHRUNITED THERAPEUTICS CORP DEL$2.0M0.01%HELD
432DBXDROPBOX INC$2.0M0.01%HELD
433PRUPRUDENTIAL FINL INC$2.0M0.01%HELD
434GGENPACT LIMITED$2.0M0.01%HELD
435ROSTROSS STORES INC$1.9M0.00%HELD
436TKRTIMKEN CO$1.8M0.00%HELD
437FISVFISERV INC$1.8M0.00%HELD
438GRMNGARMIN LTD$1.8M0.00%HELD
439SUZSUZANO S A$1.8M0.00%HELD
440TRMBTRIMBLE INC$1.7M0.00%HELD
441KIMKIMCO REALTY CORP$1.7M0.00%HELD
442QLTIGMO ETF TRUST$1.7M0.00%HELD
443PZAINVESCO EXCH TRADED FD TR II$1.7M0.00%HELD
444CIGCIA ENERGETICA DE MINAS GERA$1.7M0.00%HELD
445VGSHVANGUARD SCOTTSDALE FDS$1.7M0.00%HELD
446TOLTOLL BROTHERS INC$1.7M0.00%HELD
447EVRGEVERGY INC$1.7M0.00%HELD
448VRTVERTIV HOLDINGS CO$1.7M0.00%HELD
449FASTFASTENAL CO$1.7M0.00%HELD
450EXPDEXPEDITORS INTL WASH INC$1.7M0.00%HELD
451MPWRMONOLITHIC PWR SYS INC$1.7M0.00%HELD
452AKAMAKAMAI TECHNOLOGIES INC$1.7M0.00%HELD
453GWWWW GRAINGER INC$1.7M0.00%HELD
454PFGPRINCIPAL FINANCIAL GROUP IN$1.6M0.00%HELD
455EXELEXELIXIS INC$1.6M0.00%HELD
456DUKDUKE ENERGY CORP NEW$1.6M0.00%HELD
457LVSLAS VEGAS SANDS CORP$1.6M0.00%HELD
458SHGSHINHAN FINANCIAL GROUP CO L$1.6M0.00%HELD
459GLPIGAMING & LEISURE P$1.6M0.00%HELD
460EDCONSOLIDATED EDISON INC$1.6M0.00%HELD
461APHAMPHENOL CORP$1.6M0.00%HELD
462YETIYETI HLDGS INC$1.6M0.00%HELD
463KMTKENNAMETAL INC$1.5M0.00%HELD
464INGING GROEP N.V.$1.5M0.00%HELD
465EWEDWARDS LIFESCIENCES CORP$1.5M0.00%HELD
466IDXXIDEXX LABS INC$1.5M0.00%HELD
467PSKYPARAMOUNT SKYDANCE CORP$1.5M0.00%HELD
468DKSDICKS SPORTING GOODS INC$1.5M0.00%HELD
469CHRWC H ROBINSON WORLDWIDE IN$1.4M0.00%HELD
470AEPAMERICAN ELEC PWR CO INC$1.4M0.00%HELD
471PENNPENN ENTERTAINMENT INC$1.4M0.00%HELD
472GAPGAP INC$1.4M0.00%HELD
473MHOM/I HOMES INC$1.4M0.00%HELD
474WSMWILLIAMS SONOMA INC$1.4M0.00%HELD
475ULTAULTA BEAUTY INC$1.4M0.00%HELD
476CRHCRH PLC$1.4M0.00%HELD
477EWJVISHARES TR$1.4M0.00%HELD
478VNTVONTIER CORPORATION$1.3M0.00%HELD
479FHIFEDERATED HERMES INC$1.3M0.00%HELD
480BWLPBW LPG LTD$1.3M0.00%HELD
481RLRALPH LAUREN CORP$1.3M0.00%HELD
482BHFBRIGHTHOUSE FINL INC$1.3M0.00%HELD
483UGIUGI CORP NEW$1.3M0.00%HELD
484BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.00%HELD
485CHTRCHARTER COMMUNICATIONS INC$1.3M0.00%HELD
486COOCOOPER COS INC$1.3M0.00%HELD
487PLABPHOTRONICS INC$1.2M0.00%HELD
488BBWIBATH & BODY WORKS INC$1.2M0.00%HELD
489ZTSZOETIS INC$1.2M0.00%HELD
490TTDTHE TRADE DESK INC$1.2M0.00%HELD
491OBDCBLUE OWL CAPITAL CORPORATION$1.2M0.00%HELD
492GILGILDAN ACTIVEWEAR INC$1.2M0.00%HELD
493WPCWP CAREY INC$1.2M0.00%HELD
494INTCINTEL CORP$1.1M0.00%HELD
495SNASNAP ON INC$1.1M0.00%HELD
496KGCKINROSS GOLD CORP$1.1M0.00%HELD
497LNCLINCOLN NATL CORP IND$1.1M0.00%HELD
498CNXCCONCENTRIX CORP$1.1M0.00%HELD
499AMPAMERIPRISE FINL INC$1.1M0.00%HELD
500TSNTYSON FOODS INC$1.1M0.00%HELD

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