Now live: Pro — the full 13F research suite for serious investorsSee pricing →
← Tracker

Institutional

GROUPAMA ASSET MANAGMENT

CIK 0001055969
$6.85B
Reported AUM
392
Positions
Q1 2026
Period
2026-05-22
Filed

The Brief · GROUPAMA ASSET MANAGMENT · Q1 2026

AI · grounded in 13F

GROUPAMA ASSET MANAGMENT established a new position in RTX worth $161.9M, its largest purchase of the period. The fund also opened a new stake in AZN valued at $126.9M and increased its holdings in T by 411.6%. On the sell side, the fund closed its entire position in CYBR, reducing its exposure by $58.3M.

Portfolio · Q1 2026

NVDA$408.3MMSFT$386.8MAAPLGOOGLAVGOMUJPMAMZNMSIAEMRTXPHOther$3.85BGM

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$198.081.56%12.42%774.16%$408.3M5.96%HELD
2MSFTMICROSOFT CORP$463.942.85%-13.24%55.41%$386.8M5.65%HELD
3AAPLAPPLE INC$300.58-9.85%65.41%124.96%$311.5M4.55%HELD
4GOOGLALPHABET INC$354.586.27%85.11%143.37%$287.4M4.20%HELD
5AVGOBROADCOM INC$388.140.08%34.78%753.17%$264.5M3.86%HELD
6MUMICRON TECHNOLOGY INC$835.14-4.52%787.81%1193.85%$226.2M3.30%HELD
7JPMJPMORGAN CHASE & CO$353.690.81%23.57%148.58%$215.6M3.15%HELD
8AMZNAMAZON COM INC$270.9715.06%9.66%35.70%$202.5M2.96%HELD
9MSIMOTOROLA SOLUTIONS INC$434.200.78%0.22%88.00%$189.5M2.77%HELD
10AEMAGNICO EAGLE MINES LTD$146.22-3.00%21.52%193.37%$186.0M2.72%HELD
11RTXRTX CORPORATION$215.150.36%38.00%178.86%$161.9M2.36%HELD
12PHPARKER-HANNIFIN CORP$973.181.08%35.58%243.13%$156.7M2.29%HELD
13WMTWALMART INC$111.480.34%13.75%139.00%$148.1M2.16%HELD
14TMOTHERMO FISHER SCIENTIFIC INC$571.29-0.95%25.02%5.40%$132.0M1.93%HELD
15XPOXPO INC$202.621.69%70.62%292.49%$127.1M1.86%HELD
16AZNASTRAZENECA PLC$170.41-0.54%17.87%62.01%$126.9M1.85%HELD
17BKRBAKER HUGHES COMPANY$60.400.83%40.05%193.85%$118.0M1.72%HELD
18METAMETA PLATFORMS INC$549.421.93%-27.89%43.33%$111.1M1.62%HELD
19TECKTECK RESOURCES LTD$60.22-3.63%93.88%189.30%$109.1M1.59%HELD
20MRKMERCK & CO INC$130.790.77%68.33%97.86%$105.2M1.54%HELD
21GEVGE VERNOVA INC$995.971.43%49.92%541.55%$104.4M1.53%HELD
22LLYELI LILLY & CO$1143.39-1.00%50.85%361.96%$87.7M1.28%HELD
23PANWPALO ALTO NETWORKS INC$327.670.61%88.38%323.84%$86.3M1.26%HELD
24BSXBOSTON SCIENTIFIC CORP$45.45-1.20%-57.24%-0.18%$86.3M1.26%HELD
25TJXTJX COS INC NEW$157.89-0.86%26.73%132.46%$83.5M1.22%HELD
26HALHALLIBURTON CO$31.991.11%49.97%73.90%$83.3M1.22%HELD
27CMECME GROUP INC$268.230.38%-1.12%63.43%$79.4M1.16%HELD
28ETRENTERGY CORP NEW$108.340.29%24.14%132.38%$78.2M1.14%HELD
29TTETOTALENERGIES SE$87.971.09%53.44%159.11%$76.0M1.11%HELD
30PGPROCTER & GAMBLE CO$143.82-0.10%-1.63%14.96%$75.9M1.11%HELD
31VRTXVERTEX PHARMACEUTICALS INC$473.94-1.61%$74.1M1.08%HELD
32NEENEXTERA ENERGY INC$87.82-0.13%$72.3M1.06%HELD
33IONSIONIS PHARMACEUTICALS INC$51.40-3.53%$61.9M0.90%HELD
34URIUNITED RENTALS INC$1081.381.19%$61.2M0.89%HELD
35SRESEMPRA$89.38-0.22%$58.5M0.86%HELD
36FNVFRANCO NEV CORP$213.90-3.37%$57.9M0.85%HELD
37REGNREGENERON PHARMACEUTICALS$739.450.15%$54.9M0.80%HELD
38TAT&T INC$23.18-0.11%$53.8M0.79%HELD
39CCITIGROUP INC$133.130.61%$53.6M0.78%HELD
40VLOVALERO ENERGY CORP$307.65-1.30%$52.3M0.76%HELD
41METMETLIFE INC$96.86-0.22%$50.2M0.73%HELD
42MSMORGAN STANLEY$211.550.71%$48.3M0.71%HELD
43PNCPNC FINL SVCS GROUP INC$250.710.80%$46.7M0.68%HELD
44HONHONEYWELL INTL INC$243.380.61%$42.7M0.62%HELD
45TSLATESLA INC$309.490.21%$36.5M0.53%HELD
46WELLWELLTOWER INC$236.870.52%$34.9M0.51%HELD
47KOCOCA COLA CO$87.33-1.31%$34.4M0.50%HELD
48EQIXEQUINIX INC$1034.38-1.26%$34.3M0.50%HELD
49ABBVABBVIE INC$252.51-1.90%$34.0M0.50%HELD
50NFLXNETFLIX INC.$71.62-2.12%$30.1M0.44%HELD
51LRCXLAM RESEARCH CORP$302.721.68%$29.2M0.43%HELD
52TSMTAIWAN SEMICONDUCTOR MANUFAC$407.331.00%$28.8M0.42%HELD
53SLBSLB LIMITED$49.421.03%$26.6M0.39%HELD
54DISDISNEY WALT CO$96.11-0.05%$24.5M0.36%HELD
55WTSWATTS WATER TECHNOLOGIES INC$347.981.12%$24.0M0.35%HELD
56BRK/BBERKSHIRE HATHAWAY INC DEL$23.6M0.35%HELD
57ISRGINTUITIVE SURGICAL INC$352.62-0.10%$22.5M0.33%HELD
58AGIALAMOS GOLD INC$28.14-0.92%$22.2M0.32%HELD
59GOOGALPHABET INC$353.205.85%$21.9M0.32%HELD
60RACEFERRARI N V$393.37-1.10%$21.7M0.32%HELD
61VVISA INC$365.17-0.30%$21.5M0.31%HELD
62AMTAMERICAN TOWER CORP$171.37-1.77%$21.4M0.31%HELD
63COSTCOSTCO WHOLESALE CORPORATION$950.54-0.38%$19.6M0.29%HELD
64NTRANATERA INC$265.32-1.61%$19.0M0.28%HELD
65CDNSCADENCE DESIGN SYSTEM INC$338.801.80%$18.9M0.28%HELD
66MDGLMADRIGAL PHARMACEUTICALS INC$464.45-5.81%$18.4M0.27%HELD
67ORCLORACLE CORP$128.300.58%$17.9M0.26%HELD
68SWSMURFIT WESTROCK PLC$45.91-3.39%$16.8M0.24%HELD
69BNTXBIONTECH SE$90.82-2.19%$16.4M0.24%HELD
70UNHUNITEDHEALTH GROUP INC$420.63-0.20%$15.4M0.23%HELD
71HCAHCA HEALTHCARE INC$400.011.07%$15.1M0.22%HELD
72CPCANADIAN PACIFIC KANSAS CITY$89.091.05%$14.6M0.21%HELD
73CBCHUBB LTD SWITZ$351.920.51%$13.9M0.20%HELD
74SCISERVICE CORP INTL$85.850.66%$13.7M0.20%HELD
75WMT2WELLS FARGO & CO$13.0M0.19%HELD
76ECLECOLAB INC$277.90-0.52%$12.5M0.18%HELD
77ALNYALNYLAM PHARMACEUTICALS INC$201.93-1.73%$12.2M0.18%HELD
78CSCOCISCO SYS INC$115.561.76%$11.6M0.17%HELD
79LINLINDE PLC$478.86-5.85%$11.3M0.16%HELD
80DHRDANAHER CORP DEL$195.64-0.27%$10.7M0.16%HELD
81WBSWEBSTER FINL CORP$77.19-0.14%$10.3M0.15%HELD
82ORLAORLA MNG LTD NEW$9.445.59%$10.2M0.15%HELD
83BACBANK AMERICA CORP$62.180.73%$9.4M0.14%HELD
84UBSUBS GROUP AG$52.62-1.43%$8.9M0.13%HELD
85TMUST-MOBILE US INC$172.05-0.74%$8.3M0.12%HELD
86WPMWHEATON PRECIOUS METALS CORP$110.11-2.88%$8.0M0.12%HELD
87CRHCRH PLC$95.93-0.07%$7.6M0.11%HELD
88ROPROPER TECHNOLOGIES INC$390.920.43%$7.5M0.11%HELD
89CATCATERPILLAR INC$819.581.29%$7.3M0.11%HELD
90DDOG 0 12/01/29DATADOG INC$7.1M0.10%HELD
91CRMSALESFORCE INC$182.641.07%$7.1M0.10%HELD
92KLACKLA CORP$186.243.28%$7.0M0.10%HELD
93ALCALCON AG$68.51-1.58%$6.6M0.10%HELD
94ABTABBOTT LABORATORIES$105.32-0.27%$6.5M0.10%HELD
95HEIHEICO CORP NEW$357.761.01%$6.4M0.09%HELD
96INCYINCYTE CORP$119.43-2.89%$6.3M0.09%HELD
97STLASTELLANTIS N.V$5.76-1.62%$5.8M0.09%HELD
98SPGIS&P GLOBAL INC$413.95-0.25%$5.6M0.08%HELD
99JNJJOHNSON & JOHNSON$257.670.72%$5.5M0.08%HELD
100UNPUNION PAC CORP$292.551.07%$5.5M0.08%HELD
101GILDGILEAD SCIENCES INC$5.3M0.08%HELD
102AMGNAMGEN INC$5.3M0.08%HELD
103NEMNEWMONT CORP$5.1M0.07%HELD
104MAMASTERCARD INCORPORATED$5.1M0.07%HELD
105SUNBSUNBELT RENTALS HOLDINGS INC$4.6M0.07%HELD
106MDTMEDTRONIC PLC$4.6M0.07%HELD
107HUBBHUBBELL INC$4.4M0.06%HELD
108EOGEOG RES INC$4.2M0.06%HELD
109HDHOME DEPOT INC$4.2M0.06%HELD
110DXCM 0.375 05/15/28DEXCOM INC$4.1M0.06%HELD
111MCOMOODYS CORP$4.1M0.06%HELD
112DNLIDENALI THERAPEUTICS INC$4.0M0.06%HELD
113NOWSERVICENOW INC$3.9M0.06%HELD
114NDAQNASDAQ INC$3.9M0.06%HELD
115AMDADVANCED MICRO DEVICES INC$3.8M0.06%HELD
116ADBEADOBE INC$3.7M0.05%HELD
117MDBMONGODB INC$3.7M0.05%HELD
118QUREQUANTA SVCS INC$3.5M0.05%HELD
119SOLSSOLSTICE ADVANCED MATLS INC$3.5M0.05%HELD
120PLDPROLOGIS INC.$3.5M0.05%HELD
121LYV 2.875 01/15/30LIVE NATION ENTERTAINMENT IN$3.5M0.05%HELD
122TTTRANE TECHNOLOGIES PLC$3.3M0.05%HELD
123DBDEUTSCHE BK AG$3.2M0.05%HELD
124ANETARISTA NETWORKS INC$3.2M0.05%HELD
125CNICANADIAN NATL RY CO$3.0M0.04%HELD
126PCG 4.25 12/01/27PG&E CORP$3.0M0.04%HELD
127STZCONSTELLATION BRANDS INC$3.0M0.04%HELD
128NEE 3 03/01/27NEXTERA ENERGY CAP HLDGS INC$3.0M0.04%HELD
129EMREMERSON ELEC CO$2.9M0.04%HELD
130AMEAMETEK INC$2.6M0.04%HELD
131WDCWESTERN DIGITAL CORP$2.6M0.04%HELD
132ELVELEVANCE HEALTH INC FORMERLY$2.6M0.04%HELD
133PLTRPALANTIR TECHNOLOGIES INC$2.6M0.04%HELD
134AWK 3.625 06/15/26AMERICAN WTR CAP CORP$2.5M0.04%HELD
135CEGCONSTELLATION ENERGY CORP$2.4M0.03%HELD
136ADSKAUTODESK INC$2.4M0.03%HELD
137MCKMCKESSON CORP$2.2M0.03%HELD
138RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC$2.2M0.03%HELD
139MDLZMONDELEZ INTL INC$2.2M0.03%HELD
140HLTHILTON WORLDWIDE HLDGS INC$2.1M0.03%HELD
141MPCMARATHON PETE CORP$2.1M0.03%HELD
142KMIKINDER MORGAN INC DEL$2.0M0.03%HELD
143VZVERIZON COMMUNICATIONS INC$2.0M0.03%HELD
144FTNTFORTINET INC$1.9M0.03%HELD
145AMATAPPLIED MATLS INC$1.9M0.03%HELD
146MPWRMONOLITHIC PWR SYS INC$1.9M0.03%HELD
147GEGE AEROSPACE$1.9M0.03%HELD
148PMPHILIP MORRIS INTL INC$1.8M0.03%HELD
149PFEPFIZER INC$1.8M0.03%HELD
150STLDSTEEL DYNAMICS INC$1.8M0.03%HELD
151SNOW 0 10/01/29SNOWFLAKE INC$1.8M0.03%HELD
152RGEN 1 12/15/28REPLIGEN CORP$1.7M0.03%HELD
153ADIANALOG DEVICES INC$1.7M0.03%HELD
154BKNGBOOKING HOLDINGS INC$1.7M0.02%HELD
155SCHWSCHWAB CHARLES CORP$1.7M0.02%HELD
156MTH 1.75 05/15/28MERITAGE HOMES CORP$1.6M0.02%HELD
157CMCSACOMCAST CORP NEW$1.6M0.02%HELD
158FCXFREEPORT MCMORAN INC$1.6M0.02%HELD
159MOALTRIA GROUP INC$1.6M0.02%HELD
160BIIBBIOGEN INC$1.6M0.02%HELD
161LYFT 0.625 03/01/29LYFT INC$1.6M0.02%HELD
162IBMINTERNATIONAL BUSINESS MACHS$1.6M0.02%HELD
163DOCHEALTHPEAK PROPERTIES INC$1.6M0.02%HELD
164DRIDARDEN RESTAURANTS INC$1.5M0.02%HELD
165AVAV 0 07/15/30AEROVIRONMENT INC$1.5M0.02%HELD
166APHAMPHENOL CORP$1.5M0.02%HELD
167BKBANK NEW YORK MELLON CORP$1.4M0.02%HELD
168OKEONEOK INC NEW$1.4M0.02%HELD
169ALLALLSTATE CORP$1.4M0.02%HELD
170PSXPHILLIPS 66$1.4M0.02%HELD
171MCDMCDONALDS CORP$1.4M0.02%HELD
172CBRECBRE GROUP INC$1.4M0.02%HELD
173NTNX 0.5 12/15/29NUTANIX INC$1.4M0.02%HELD
174GSGOLDMAN SACHS GROUP INC$1.4M0.02%HELD
175GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC$1.4M0.02%HELD
176ETNEATON CORP PLC$1.4M0.02%HELD
177PCGPG&E CORP$1.3M0.02%HELD
178EWEDWARDS LIFESCIENCES CORP$1.3M0.02%HELD
179TTEK 2.25 08/15/28TETRA TECH INC NEW$1.3M0.02%HELD
180TRGPTARGA RES CORP$1.3M0.02%HELD
181HWMHOWMET AEROSPACE INC$1.3M0.02%HELD
182PODDINSULET CORP$1.3M0.02%HELD
183FDXFEDEX CORP$1.3M0.02%HELD
184VICIVICI PPTYS INC$1.3M0.02%HELD
185INTCINTEL CORP$1.3M0.02%HELD
186RFREGIONS FINANCIAL CORP NEW$1.2M0.02%HELD
187PGRPROGRESSIVE CORP$1.2M0.02%HELD
188BMYBRISTOL-MYERS SQUIBB CO$1.2M0.02%HELD
189COIN 0.25 04/01/30COINBASE GLOBAL INC$1.2M0.02%HELD
190PSN 2.625 03/01/29PARSONS CORP DEL$1.2M0.02%HELD
191HIGHARTFORD INSURANCE GROUP INC$1.2M0.02%HELD
192ILMNILLUMINA INC$1.2M0.02%HELD
193KEYKEYCORP$1.2M0.02%HELD
194PEPPEPSICO INC$1.2M0.02%HELD
195BLKBLACKROCK INC$1.2M0.02%HELD
196PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.02%HELD
197GRMNGARMIN LTD$1.1M0.02%HELD
198QCOMQUALCOMM INC$1.1M0.02%HELD
199COFCAPITAL ONE FINL CORP$1.1M0.02%HELD
200LVSLAS VEGAS SANDS CORP$1.1M0.02%HELD
201WMWASTE MGMT INC DEL$1.1M0.02%HELD
202MMM3M CO$1.1M0.02%HELD
203ITUBITAU UNIBANCO HLDG S A$1.1M0.02%HELD
204EBAYEBAY INC.$1.1M0.02%HELD
205KEYSKEYSIGHT TECHNOLOGIES INC$1.1M0.02%HELD
206CAKE 2 03/15/30CHEESECAKE FACTORY INC$1.1M0.02%HELD
207INTUINTUIT$1.1M0.02%HELD
208ACNACCENTURE PLC IRELAND$1.0M0.02%HELD
209ROSTROSS STORES INC$1.0M0.01%HELD
210SSNCSS&C TECH HLDGS$1.0M0.01%HELD
211ARWR 0 01/15/32ARROWHEAD PHARMACEUTICALS IN$991K0.01%HELD
212KBKB FINL GROUP INC$988K0.01%HELD
213EXCEXELON CORP$986K0.01%HELD
214RSGREPUBLIC SVCS INC$939K0.01%HELD
215ADPAUTOMATIC DATA PROCESSING IN$917K0.01%HELD
216FITBFIFTH THIRD BANCORP$917K0.01%HELD
217HSTHOST HOTELS & RESORTS INC$915K0.01%HELD
218INSMINSMED INC$914K0.01%HELD
219USBUS BANCORP$912K0.01%HELD
220SPOTSPOTIFY TECHNOLOGY S A$910K0.01%HELD
221MNSTMONSTER BEVERAGE CORP NEW$908K0.01%HELD
222SBACSBA COMMUNICATIONS CORP$893K0.01%HELD
223RGENREPLIGEN CORP$892K0.01%HELD
224CORCENCORA INC$891K0.01%HELD
225LOWLOWES COS INC$881K0.01%HELD
226UBERUBER TECHNOLOGIES INC$874K0.01%HELD
227VRNS 1 09/15/29VARONIS SYS INC$871K0.01%HELD
228CRWDCROWDSTRIKE HLDGS INC$869K0.01%HELD
229CVSCVS HEALTH CORP$868K0.01%HELD
230ORLYOREILLY AUTOMOTIVE INC$846K0.01%HELD
231LDOSLEIDOS HOLDINGS INC$842K0.01%HELD
232FRTFEDERAL RLTY INVT TR NEW$840K0.01%HELD
233MSCIMSCI INC$840K0.01%HELD
234CITHE CIGNA GROUP$830K0.01%HELD
235OSKOSHKOSH CORP$830K0.01%HELD
236NSCNORFOLK SOUTHN CORP$825K0.01%HELD
237IEXIDEX CORP$817K0.01%HELD
238VRSNVERISIGN INC$814K0.01%HELD
239CFGCITIZENS FINL GROUP INC$810K0.01%HELD
240TXNTEXAS INSTRS INC$807K0.01%HELD
241TSNTYSON FOODS INC$805K0.01%HELD
242TELTE CONNECTIVITY PLC$804K0.01%HELD
243NUENUCOR CORP$778K0.01%HELD
244IBKRINTERACTIVE BROKERS GROUP IN$767K0.01%HELD
245TRVTRAVELERS COMPANIES INC$762K0.01%HELD
246EIXEDISON INTL$762K0.01%HELD
247OTISOTIS WORLDWIDE CORP$759K0.01%HELD
248EDCONSOLIDATED EDISON INC$757K0.01%HELD
249GLWCORNING INC$756K0.01%HELD
250AXONAXON ENTERPRISE INC$747K0.01%HELD
251AMRZAMRIZE LTD$743K0.01%HELD
252CTASCINTAS CORP$724K0.01%HELD
253HO1HOLOGIC INC$723K0.01%HELD
254VMCVULCAN MATLS CO$714K0.01%HELD
255COPCONOCOPHILLIPS$713K0.01%HELD
256GMGENERAL MTRS CO$711K0.01%HELD
257CNQCANADIAN NAT RES LTD MED TER$708K0.01%HELD
258OCOWENS CORNING NEW$694K0.01%HELD
259UPWK 0.25 08/15/26UPWORK INC$688K0.01%HELD
260FERFERROVIAL SE$686K0.01%HELD
261IRINGERSOLL RAND INC$680K0.01%HELD
262MARA 0 03/01/30MARA HOLDINGS INC$662K0.01%HELD
263ELLAUDER ESTEE COS INC$658K0.01%HELD
264PRUPRUDENTIAL FINL INC$654K0.01%HELD
265VFCV F CORP$654K0.01%HELD
266MRSHMARSH & MCLENNAN COS INC$653K0.01%HELD
267DECKDECKERS OUTDOOR CORP$635K0.01%HELD
268ZBRAZEBRA TECHNOLOGIES CORPORATI$633K0.01%HELD
269FOXFOX CORP$627K0.01%HELD
270AVBAVALONBAY CMNTYS INC$623K0.01%HELD
271PYPLPAYPAL HLDGS INC$622K0.01%HELD
272UPSUNITED PARCEL SVCS INC$621K0.01%HELD
273SNASNAP ON INC$620K0.01%HELD
274EMEEMCOR GROUP INC$619K0.01%HELD
275ERIEERIE INDTY CO$618K0.01%HELD
276DALDELTA AIR LINES INC$616K0.01%HELD
277CPTCAMDEN PPTY TR$615K0.01%HELD
278TPLTEXAS PACIFIC LAND CORPORATI$615K0.01%HELD
279SYYSYSCO CORP$613K0.01%HELD
280FOXAFOX CORP$595K0.01%HELD
281FIXCOMFORT SYS USA INC$593K0.01%HELD
282IDXXIDEXX LABS INC$591K0.01%HELD
283NXPINXP SEMICONDUCTORS N V$587K0.01%HELD
284LYVLIVE NATION ENTERTAINMENT IN$575K0.01%HELD
285APPAPPLOVIN CORP$572K0.01%HELD
286UALUNITED AIRLS HLDGS INC$563K0.01%HELD
287RCLROYAL CARIBBEAN GROUP$554K0.01%HELD
288ABNBAIRBNB INC$553K0.01%HELD
289ACGLARCH CAP GROUP LTD$551K0.01%HELD
290PNRPENTAIR PLC$542K0.01%HELD
291ZTSZOETIS INC$540K0.01%HELD
292WMBWILLIAMS COS INC$526K0.01%HELD
293BSYBENTLEY SYS INC$521K0.01%HELD
294AZOAUTOZONE INC$517K0.01%HELD
295FMXFOMENTO ECONOMICO MEXICANO S$512K0.01%HELD
296DXCMDEXCOM INC$507K0.01%HELD
297BGBUNGE GLOBAL SA$506K0.01%HELD
298BABOEING CO$501K0.01%HELD
299SYKSTRYKER CORPORATION$490K0.01%HELD
300ICEINTERCONTINENTAL EXCHANGE IN$489K0.01%HELD
301JAZZJAZZ PHARMACEUTICALS PLC$487K0.01%HELD
302LNTH 2.625 12/15/27LANTHEUS HLDGS INC$482K0.01%HELD
303ON 0.5 03/01/29ON SEMICONDUCTOR CORP$477K0.01%HELD
304YUMYUM BRANDS INC$477K0.01%HELD
305DELLDELL TECHNOLOGIES INC$476K0.01%HELD
306SHGSHINHAN FINANCIAL GROUP CO L$476K0.01%HELD
307NKENIKE INC$471K0.01%HELD
308WATWATERS CORP$470K0.01%HELD
309CFCF INDUSTRIES HOLD$466K0.01%HELD
310GLGLOBE LIFE INC$466K0.01%HELD
311ALVAUTOLIV INC$465K0.01%HELD
312BXBLACKSTONE INC$456K0.01%HELD
313CAHCARDINAL HEALTH INC$440K0.01%HELD
314CMICUMMINS INC$436K0.01%HELD
315FICOFAIR ISAAC CORP$434K0.01%HELD
316QGENQIAGEN NV$434K0.01%HELD
317BBYBEST BUY INC$434K0.01%HELD
318FISFIDELITY NATL INFORMATION SV$429K0.01%HELD
319AVYAVERY DENNISON CORP$424K0.01%HELD
320CTVACORTEVA INC$421K0.01%HELD
321FLUTFLUTTER ENTMT PLC$417K0.01%HELD
322AXPAMERICAN EXPRESS CO$407K0.01%HELD
323APDAIR PRODUCTS AND CHEMICALS I$404K0.01%HELD
324WABWABTEC$403K0.01%HELD
325MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$397K0.01%HELD
326SNPSSYNOPSYS INC$397K0.01%HELD
327AKAMAKAMAI TECHNOLOGIES INC$389K0.01%HELD
328ESSESSEX PPTY TR INC$385K0.01%HELD
329TPRTAPESTRY INC$384K0.01%HELD
330PKGPACKAGING CORP AMER$382K0.01%HELD
331ROKROCKWELL AUTOMATION INC$382K0.01%HELD
332AAGILENT TECHNOLOGIES INC$380K0.01%HELD
333ROLROLLINS INC$380K0.01%HELD
334DDOGDATADOG INC$376K0.01%HELD
335NWSANEWS CORP NEW$366K0.01%HELD
336CRLCHARLES RIV LABS INTL INC$366K0.01%HELD
337WBDWARNER BROS DISCOVERY INC$366K0.01%HELD
338APTVAPTIV PLC$363K0.01%HELD
339KRKROGER CO$362K0.01%HELD
340WDAYWORKDAY INC$355K0.01%HELD
341AMPAMERIPRISE FINL INC$354K0.01%HELD
342SPGSIMON PPTY GROUP INC NEW$353K0.01%HELD
343TFCTRUIST FINL CORP$344K0.01%HELD
344NATLNCR ATLEOS CORPORATION$342K0.00%HELD
345MKCMCCORMICK & CO INC$340K0.00%HELD
346MOSMOSAIC CO$340K0.00%HELD
347ALLEALLEGION PLC$324K0.00%HELD
348SWKSSKYWORKS SOLUTIONS INC$317K0.00%HELD
349BRBROADRIDGE FINL SOLUTIONS IN$317K0.00%HELD
350CINFCINCINNATI FINL CORP$315K0.00%HELD
351UDRUDR INC$313K0.00%HELD
352TSCOTRACTOR SUPPLY CO$303K0.00%HELD
353LUVSOUTHWEST AIRLS CO$298K0.00%HELD
354FASTFASTENAL CO$294K0.00%HELD
355CAGCONAGRA BRANDS INC$292K0.00%HELD
356HPEHEWLETT PACKARD ENTERPRISE C$291K0.00%HELD
357MTZMASTEC INC$291K0.00%HELD
358CARRCARRIER GLOBAL CORPORATION$290K0.00%HELD
359CCJCAMECO CORP$275K0.00%HELD
360TAPMOLSON COORS BEVERAGE CO$272K0.00%HELD
361VRTVERTIV HOLDINGS CO$271K0.00%HELD
362LULULULULEMON ATHLETICA INC$268K0.00%HELD
363TERTERADYNE INC$268K0.00%HELD
364WSTWEST PHARMACEUTICAL SVSC INC$262K0.00%HELD
365TROWPRICE T ROWE GROUP INC$261K0.00%HELD
366HOODROBINHOOD MKTS INC$260K0.00%HELD
367QQNITY ELECTRONICS INC$258K0.00%HELD
368JBHTHUNT J B TRANS SVCS INC$257K0.00%HELD
369CLXCLOROX CO DEL$251K0.00%HELD
370CVNACARVANA CO$249K0.00%HELD
371CTSHCOGNIZANT TECHNOLOGY SOLUTIO$247K0.00%HELD
372DASHDOORDASH INC$239K0.00%HELD
373HASHASBRO INC$233K0.00%HELD
374CSGPCOSTAR GROUP INC$230K0.00%HELD
375GISGENERAL MILLS INC$228K0.00%HELD
376INVHINVITATION HOMES INC$226K0.00%HELD
377ATRAPTARGROUP INC$225K0.00%HELD
378CNCCENTENE CORP DEL$220K0.00%HELD
379EPAMEPAM SYS INC$216K0.00%HELD
380RMDRESMED INC$211K0.00%HELD
381MTDMETTLER TOLEDO INTERNATIONAL$211K0.00%HELD
382CLCOLGATE PALMOLIVE CO$210K0.00%HELD
383ESEVERSOURCE ENERGY$209K0.00%HELD
384VRSKVERISK ANALYTICS INC$208K0.00%HELD
385CDWCDW CORP$207K0.00%HELD
386DDDUPONT DE NEMOURS INC$205K0.00%HELD
387GDDYGODADDY INC$204K0.00%HELD
388BDXBECTON DICKINSON & CO$200K0.00%HELD
389TUTELUS CORPORATION$197K0.00%HELD
390MICCMAGNUM ICE CREAM CO NV$177K0.00%HELD
391SUZSUZANO S A$173K0.00%HELD
392TECK RESOURCES LTD$122K0.00%HELD

Source: SEC EDGAR · accession 0001752724-26-000039. 13F discloses long positions only — shorts, foreign equities, and options are excluded.