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Institutional

Ilmarinen Mutual Pension Insurance Co

CIK 0001661580
$12.7M
Reported AUM
462
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Ilmarinen Mutual Pension Insurance Co · Q1 2026

AI · grounded in 13F

Ilmarinen Mutual Pension Insurance Co established a new position in AAPL worth $478,778. The fund also increased its holdings in NVDA by 52.04% and opened new positions in BRK/B for $94,565 and COST for $65,749. On the sell side, the fund trimmed its stake in AVGO by 38.68% and reduced META by 21.40%.

Portfolio · Q1 2026

USCA$2.1MUSCL$2.1MNVDAUSHYAAPLSPHYGOOGLMSFTAMZNOther$5.1MIC

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1USCADBX ETF TR$43.71-2.59%17.54%76.20%$2.1M16.20%1,242,918−2.3%
2USCLISHARES TR$82.96-2.66%17.42%59.28%$2.1M16.15%784,134−2.8%
3NVDANVIDIA CORP$205.10-6.20%44.92%955.49%$556K4.37%+1,090,917+52.0%
4USHYISHARES TR$36.78-0.43%7.36%21.71%$519K4.08%HELD
5AAPLAPPLE INC$307.34-1.25%51.31%116.17%$479K3.77%+1,886,513NEW
6SPHYSPDR SER TR$23.27-0.39%7.56%22.56%$477K3.75%2,600,000−11.3%
7GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$395K3.11%+245,598+21.8%
8MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$348K2.74%+165,364+21.4%
9AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$272K2.14%+54,284+4.3%
10AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$170K1.34%345,880−38.7%
11METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$161K1.26%76,459−21.4%
12IYRISHARES TR$102.540.74%10.54%8.63%$153K1.21%+424,330+35.5%
13TSLATESLA INC$391.00-6.56%32.48%70.69%$140K1.10%84,000−18.3%
14JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$114K0.89%71,464−15.6%
15XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$102K0.80%135,000−18.4%
16BRK/BBERKSHIRE HATHAWAY INC DEL$95K0.74%+197,340NEW
17LLYLILLY ELI & CO$1131.420.55%48.00%387.10%$94K0.74%33,000−24.4%
18EEMISHARES TR$64.59-6.53%40.98%40.06%$88K0.69%+702,285+83.6%
19WMTWALMART INC$118.880.97%22.99%166.67%$77K0.61%107,465−14.7%
20VVISA INC$323.571.06%-11.91%36.33%$76K0.60%83,839−24.9%
21JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$74K0.58%105,000−25.9%
22MAMASTERCARD INC$491.081.93%-16.29%31.00%$69K0.54%31,314−18.5%
23COSTCOSTCO WHSL CORP NEW$971.87-0.05%-3.70%138.72%$66K0.52%+65,985NEW
24KOCOCA COLA CO$79.483.46%14.62%60.54%$63K0.50%+88,227+11.9%
25NFLXNETFLIX INC$82.180.76%-33.80%58.78%$56K0.44%50,143−7.9%
26BACBANK AMER CORP$53.83-0.63%23.03%58.61%$56K0.44%127,051−10.0%
27MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$52K0.41%+154,552NEW
28CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$49K0.38%8,000−10.4%
29ABBVABBVIE INC$227.231.02%23.60%135.68%$48K0.38%68,000−23.7%
30MRKMERCK & CO INC NEW$120.790.44%58.51%82.35%$44K0.35%75,000−17.0%
31HDHOME DEPOT INC$310.780.27%$44K0.35%41,096−23.5%
32GEGENERAL ELEC CO$328.000.11%$44K0.35%+94,000+154.1%
33AMDADVANCED MICRO DEVICES INC$466.38-10.86%$41K0.33%118,081−36.8%
34UNHUNITEDHEALTH GROUP INC$399.470.76%$35K0.28%28,000−17.8%
35GEVGE VERNOVA INC$933.61-3.09%$35K0.27%+30,000+300.0%
36SCHWSCHWAB CHARLES CORP NEW$88.840.95%$34K0.27%+27,970+8.3%
37AMATAPPLIED MATLS INC$453.01-9.71%$34K0.27%+100,566NEW
38PEPPEPSICO INC$141.92-0.16%$34K0.27%7,500−3.3%
39LRCXLAM RESH CORP$303.28-9.85%$33K0.26%+156,323NEW
40BLKBLACKROCK INC NEW$995.60-2.64%$33K0.26%9,009−20.7%
41ORCLORACLE CORP$213.68-9.59%$33K0.26%138,825−38.3%
42PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$32K0.25%176,442−44.6%
43CSCOCISCO SYS INC$121.64-6.43%$32K0.25%282,517−40.9%
44MSMORGAN STANLEY$211.93-2.90%$30K0.24%+30,000+19.5%
45CRMSALESFORCE INC$185.66-1.64%$30K0.24%102,428−38.9%
46MCDMCDONALDS CORP$279.842.61%$30K0.23%42,897−31.0%
47LINLINDE PLC NEW$507.900.09%$28K0.22%17,000−23.1%
48GILDGILEAD SCIENCES INC$129.16-0.02%$28K0.22%HELD
49TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$27K0.21%12,000−17.8%
50AMGNAMGEN INC$349.581.15%$27K0.21%11,368−13.0%
51DEDEERE & CO$583.44-1.40%$26K0.21%4,824−9.4%
52UNPUNION PAC CORP$272.323.19%$26K0.20%+10,112+10.5%
53TJXTJX COS INC NEW$160.711.31%$26K0.20%+160,500NEW
54ISRGINTUITIVE SURGICAL INC$422.060.77%$25K0.20%+21,500+64.6%
55INTCINTEL CORP$99.17-11.28%$25K0.20%+568,897NEW
56GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$25K0.20%4,000−11.9%
57PGPROCTER & GAMBLE CO$146.544.09%$25K0.20%244,845−58.7%
58VZVERIZON COMMUNICATIONS INC$45.371.11%$24K0.19%63,539−11.6%
59CCITIGROUP INC$132.47-1.98%$24K0.19%134,326−38.5%
60NEENEXTERA ENERGY INC$85.840.19%$24K0.19%161,497−38.2%
61KLACKLA CORP$1929.20-9.47%$24K0.19%+16,288NEW
62TAT&T INC$22.75-0.09%$24K0.19%143,405−14.9%
63COPCONOCOPHILLIPS$117.14-1.75%$24K0.19%30,000−14.3%
64ACNACCENTURE PLC IRELAND$178.25-0.34%$24K0.19%71,717−37.7%
65APHAMPHENOL CORP NEW$138.81-5.42%$24K0.19%+186,158NEW
66SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$23K0.18%+48,329NEW
67ETNEATON CORP PLC$395.94-5.42%$23K0.18%24,285−27.4%
68IBMINTERNATIONAL BUSINESS MACHS CORP$284.84-5.61%$23K0.18%82,297−46.6%
69WMT2WELLS FARGO & CO NEW$23K0.18%112,415−28.4%
70NOWSERVICENOW INC$112.45-5.79%$22K0.17%36,284−14.7%
71CLCOLGATE PALMOLIVE CO$88.584.09%$22K0.17%+135,000+112.5%
72CBCHUBB LTD$326.273.74%$22K0.17%18,743−22.0%
73ABTABBOTT LABS$91.070.32%$22K0.17%69,000−24.6%
74AFLAFLAC INC$118.242.56%$22K0.17%+55,975+39.9%
75CMECME GROUP INC$257.400.52%$21K0.17%HELD
76DISDISNEY WALT CO$99.710.37%$21K0.17%76,202−25.8%
77ICEINTERCONTINENTAL EXCHANGE INC$141.50-0.39%$21K0.16%HELD
78BKBANK NEW YORK MELLON CORP$142.39-1.13%$21K0.16%HELD
79MRSHMARSH & MCLENNAN COS INC$165.442.59%$20K0.16%63,597−35.0%
80PHPARKER-HANNIFIN CORP$882.341.16%$20K0.16%+2,546+12.7%
81LOWLOWES COS INC$210.741.55%$20K0.15%+83,000NEW
82ADIANALOG DEVICES INC$401.39-6.38%$19K0.15%34,758−36.2%
83ADBEADOBE SYS INC$251.44-2.70%$19K0.15%49,296−38.4%
84DHRDANAHER CORP$184.30-1.25%$19K0.15%22,000−18.1%
85INTUINTUIT$296.76-1.73%$19K0.15%14,348−24.9%
86AMPAMERIPRISE FINL INC$454.66-0.09%$18K0.15%+41,551NEW
87APPAPPLOVIN CORP$557.20-0.30%$18K0.14%+46,057NEW
88PFEPFIZER INC$26.041.36%$18K0.14%280,000−30.2%
89WDCWESTERN DIGITAL CORP$511.72-11.08%$18K0.14%+66,775NEW
90WMWASTE MGMT INC DEL$220.400.63%$18K0.14%+10,484+15.6%
91TXNTEXAS INSTRS INC$285.06-6.65%$18K0.14%+75,076+461.0%
92UBERUBER TECHNOLOGIES INC$70.71-2.08%$18K0.14%57,803−19.1%
93PANWPALO ALTO NETWORKS INC$272.05-2.58%$18K0.14%22,661−17.1%
94MCKMCKESSON CORP$775.662.47%$17K0.14%20,328−50.3%
95MARMARRIOTT INTL INC NEW$392.511.87%$17K0.14%+16,000+43.2%
96QCOMQUALCOMM INC$215.94-10.98%$17K0.13%84,255−39.1%
97CBOECBOE GLOBAL MKTS INC$281.91-1.44%$17K0.13%+17,800+42.1%
98BKNGBOOKING HLDGS INC$165.84-0.99%$17K0.13%1,150−22.3%
99BMYBRISTOL MYERS SQUIBB CO$57.271.18%$17K0.13%40,000−12.7%
100AXPAMERICAN EXPRESS CO$310.66-0.60%$17K0.13%+8,279+17.6%
101ANETARISTA NETWORKS INC$16K0.13%+133,384NEW
102DUKDUKE ENERGY CORP NEW$16K0.13%HELD
103FCXFREEPORT-MCMORAN INC$15K0.12%+185,000+237.2%
104TTTRANE TECHNOLOGIES PLC$15K0.12%580−1.5%
105NEMNEWMONT CORP$15K0.12%HELD
106MNSTMONSTER BEVERAGE CORP NEW$15K0.12%+129,145+156.7%
107ROSTROSS STORES INC$15K0.12%+55,554+384.6%
108VRTXVERTEX PHARMACEUTICALS INC$15K0.12%5,000−12.9%
109RCLROYAL CARIBBEAN CRUISES LTD$15K0.12%+12,000+28.6%
110TMUST-MOBILE US INC$15K0.12%55,877−44.2%
111STXSEAGATE TECHNOLOGY HLDGS PUB LTD CO$15K0.12%+37,716NEW
112CMICUMMINS INC$15K0.11%+4,038+17.5%
113CSXCSX CORP$15K0.11%+55,424+18.5%
114VRTVERTIV HLDGS CO$15K0.11%HELD
115SYKSTRYKER CORP$14K0.11%+33,000+300.0%
116STTSTATE STR CORP$14K0.11%HELD
117ADPAUTOMATIC DATA PROCESSING INC$14K0.11%+3,271+4.9%
118JCIJOHNSON CTLS INTL PLC$14K0.11%HELD
119MDTMEDTRONIC PLC$14K0.11%+109,000+198.2%
120CEGCONSTELLATION ENERGY CORP$14K0.11%HELD
121PGRPROGRESSIVE CORP OH$14K0.11%114,045−61.7%
122SBUXSTARBUCKS CORP$14K0.11%69,132−31.2%
123QUREQUANTA SVCS INC$14K0.11%HELD
124GLWCORNING INC$14K0.11%+99,995NEW
125BSXBOSTON SCIENTIFIC CORP$13K0.11%50,000−19.0%
126MMM3M CO$13K0.10%5,309−5.6%
127FDXFEDEX CORP$13K0.10%HELD
128HWMHOWMET AEROSPACE INC$13K0.10%+36,000+180.0%
129CRHCRH PLC$13K0.10%28,000−18.7%
130ITWILLINOIS TOOL WKS INC$13K0.10%+49,192NEW
131EOGEOG RES INC$13K0.10%HELD
132MFCMANULIFE FINL CORP$13K0.10%HELD
133SLBSLB LTD$12K0.10%20,185−7.8%
134PCARPACCAR INC$12K0.10%+18,481+21.0%
135CTASCINTAS CORP$12K0.10%21,159−22.8%
136UPSUNITED PARCEL SVC INC$12K0.10%HELD
137NSCNORFOLK SOUTHN CORP$12K0.10%+7,398+21.3%
138AONAON PLC$12K0.09%13,772−27.4%
139XBISPDR SER TR$12K0.09%HELD
140VLOVALERO ENERGY CORP NEW$11K0.09%+20,692+85.1%
141MPCMARATHON PETE CORP$11K0.09%+45,000NEW
142PSXPHILLIPS 66$11K0.09%+60,000NEW
143CRWDCROWDSTRIKE HLDGS INC$11K0.09%14,238−33.8%
144EMREMERSON ELEC CO$11K0.08%72,000−46.7%
145COFCAPITAL ONE FINL CORP$11K0.08%+57,741NEW
146MRVLMARVELL TECHNOLOGY INC$10K0.08%67,347−39.0%
147AJGGALLAGHER ARTHUR J & CO$10K0.08%20,000−29.4%
148FASTFASTENAL CO$10K0.08%+143,694+178.0%
149NKENIKE INC$10K0.08%11,313−5.5%
150SRESEMPRA$10K0.08%HELD
151ARGXARGENX SE$10K0.08%+10,200+283.3%
152MDLZMONDELEZ INTL INC$10K0.08%36,928−17.5%
153SHWSHERWIN-WILLIAMS CO$10K0.08%HELD
154BKRBAKER HUGHES CO$10K0.08%HELD
155HBANHUNTINGTON BANCSHARES INC$10K0.08%+630,000NEW
156HLTHILTON WORLDWIDE HLDGS INC$10K0.08%6,986−18.1%
157GOOGALPHABET INC$10K0.08%+2,638+8.6%
158PLDPROLOGIS INC$10K0.07%HELD
159MELIMERCADOLIBRE INC$10K0.07%1,950−26.2%
160TDGTRANSDIGM GROUP INC$10K0.07%+4,200+105.0%
161GWWGRAINGER W W INC$9K0.07%+4,628+113.5%
162LNGCHENIERE ENERGY INC$9K0.07%+33,000NEW
163ECLECOLAB INC$9K0.07%18,000−33.8%
164GMGENERAL MTRS CO$9K0.07%35,000−21.9%
165PINSPINTEREST INC$9K0.07%134,776−21.0%
166SNPSSYNOPSYS INC$9K0.07%18,487−44.2%
167REGNREGENERON PHARMACEUTICALS INC$9K0.07%3,000−20.1%
168LITELUMENTUM HLDGS INC$9K0.07%+12,989NEW
169FIXCOMFORT SYS USA INC$9K0.07%+6,595NEW
170OKEONEOK INC NEW$9K0.07%HELD
171ZTSZOETIS INC$9K0.07%7,677−9.2%
172FERGFERGUSON ENTERPRISES INC$9K0.07%+37,695NEW
173SUNBSUNBELT RENTALS HLDGS INC$9K0.07%+135,000NEW
174CICIGNA GROUP$9K0.07%+6,500+25.0%
175HUBSHUBSPOT INC$9K0.07%+436+1.2%
176CDNSCADENCE DESIGN SYS INC$9K0.07%17,396−35.9%
177ORLYO REILLY AUTOMOTIVE INC NEW$9K0.07%+93,500NEW
178CVSCVS HEALTH CORP$9K0.07%+83,000+224.3%
179AEPAMERICAN ELEC PWR CO INC$9K0.07%+65,000NEW
180DDOMINION ENERGY INC$8K0.07%HELD
181ULTAULTA BEAUTY INC$8K0.07%+8,606+114.7%
182ODFLOLD DOMINION FREIGHT LINE INC$8K0.07%+11,102+34.9%
183AMEAMETEK INC NEW$8K0.07%HELD
184CMCSACOMCAST CORP NEW$8K0.07%512,770−63.9%
185WBDWARNER BROS DISCOVERY INC$8K0.06%+300,227NEW
186RACEFERRARI N V NEW$8K0.06%+24,000NEW
187RSGREPUBLIC SVCS INC$8K0.06%HELD
188HCAHCA HEALTHCARE INC$8K0.06%+5,000+41.7%
189TRGPTARGA RES CORP$8K0.06%+32,000NEW
190NETCLOUDFLARE INC$8K0.06%+2,645+7.3%
191EXCEXELON CORP$8K0.06%HELD
192SPGIS&P GLOBAL INC$8K0.06%8,893−32.9%
193SPGSIMON PPTY GROUP INC NEW$8K0.06%+11,303+37.6%
194DASHDOORDASH INC$8K0.06%+50,747NEW
195IFFINTERNATIONAL FLAVORS & FRAGRANCES INC$8K0.06%+55,000+110.0%
196AERAERCAP HOLDINGS N V$8K0.06%34,000−38.2%
197XELXCEL ENERGY INC$7K0.06%HELD
198OKTAOKTA INC$7K0.06%+56,011+149.1%
199ELVELEVANCE HEALTH INC$7K0.06%9,400−27.3%
200CARRCARRIER GLOBAL CORP$7K0.06%HELD
201ABNBAIRBNB INC$7K0.06%14,408−20.0%
202TGTTARGET CORP$7K0.06%12,500−17.2%
203CORCENCORA INC$7K0.06%+14,500+170.6%
204AMTAMERICAN TOWER CORP NEW$7K0.06%+12,830+44.3%
205TEAMATLASSIAN CORP$7K0.06%+12,324+13.3%
206PAYXPAYCHEX INC$7K0.06%+22,728+41.7%
207TELTE CONNECTIVITY PLC$7K0.06%+33,828NEW
208WCNWASTE CONNECTIONS INC$7K0.06%HELD
209COHRCOHERENT CORP$7K0.06%+29,505NEW
210ALLALLSTATE CORP$7K0.06%+33,834NEW
211URIUNITED RENTALS INC$7K0.05%+9,500NEW
212DOVDOVER CORP$7K0.05%+9,535+41.5%
213PYPLPAYPAL HLDGS INC$7K0.05%+46,231+44.8%
214KLARKLARNA GROUP PLC$7K0.05%HELD
215XYZBLOCK INC$7K0.05%HELD
216GRMNGARMIN LTD$7K0.05%+28,435NEW
217EDCONSOLIDATED EDISON INC$7K0.05%HELD
218DELLDELL TECHNOLOGIES INC$6K0.05%35,296−47.4%
219ADSKAUTODESK INC$6K0.05%14,303−34.9%
220SWSMURFIT WESTROCK PLC$6K0.05%HELD
221KDPKEURIG DR PEPPER INC$6K0.05%+50,000+26.3%
222NXPINXP SEMICONDUCTORS N V$6K0.05%+32,045NEW
223CIENCIENA CORP$6K0.05%+16,117NEW
224WABWABTEC$6K0.05%+25,000NEW
225SYYSYSCO CORP$6K0.05%+86,517NEW
226EQTEQT CORP$6K0.05%HELD
227ROKROCKWELL AUTOMATION INC$6K0.05%+17,000NEW
228VEEVVEEVA SYS INC$6K0.05%+11,716+50.9%
229CMGCHIPOTLE MEXICAN GRILL INC$6K0.05%25,000−11.6%
230EQIXEQUINIX INC$6K0.05%HELD
231MSIMOTOROLA SOLUTIONS INC$6K0.05%+13,927NEW
232BALLBALL CORP$6K0.05%HELD
233PCGPG&E CORP$6K0.05%HELD
234HUBBHUBBELL INC$6K0.05%+12,140NEW
235FANGDIAMONDBACK ENERGY INC$6K0.05%HELD
236USBUS BANCORP DEL$6K0.05%HELD
237DLRDIGITAL RLTY TR INC$6K0.05%HELD
238MPWRMONOLITHIC PWR SYS INC$6K0.05%+5,345NEW
239YUMYUM BRANDS INC$6K0.05%7,784−17.3%
240AZOAUTOZONE INC$6K0.05%+1,700NEW
241DDDUPONT DE NEMOURS INC$6K0.05%+60,000+92.3%
242NBISNEBIUS GRP N V$6K0.04%+54,869NEW
243BDXBECTON DICKINSON & CO$6K0.04%3,300−8.4%
244AAGILENT TECHNOLOGIES INC$6K0.04%+26,321+114.4%
245EAELECTRONIC ARTS INC$5K0.04%+26,918NEW
246IDXXIDEXX LABS INC$5K0.04%900−8.5%
247CTVACORTEVA INC$5K0.04%HELD
248KRKROGER CO$5K0.04%+75,000NEW
249CVNACARVANA CO$5K0.04%+17,252NEW
250IRINGERSOLL RAND INC$5K0.04%HELD
251IQVIQVIA HLDGS INC$5K0.04%+16,700+111.3%
252TERTERADYNE INC$5K0.04%+18,133NEW
253CCEPCOCA-COLA EUROPACIFIC PARTNERS PLC$5K0.04%34,215−36.6%
254BXBLACKSTONE INC$5K0.04%22,500−32.6%
255VMCVULCAN MATLS CO$5K0.04%HELD
256EBAYEBAY INC$5K0.04%16,388−21.9%
257EWEDWARDS LIFESCIENCES CORP$5K0.04%HELD
258PRUPRUDENTIAL FINL INC$5K0.04%HELD
259KEYSKEYSIGHT TECHNOLOGIES INC$5K0.04%+18,189NEW
260EXPDEXPEDITORS INTL WASH INC$5K0.04%+17,658+98.7%
261SNOWSNOWFLAKE INC$5K0.04%28,577−45.9%
262CAHCARDINAL HEALTH INC$5K0.04%HELD
263HALHALLIBURTON CO$5K0.04%+99,256+322.8%
264TSMTAIWAN SEMICONDUCTOR MFG CO LTD$5K0.04%15,161−50.3%
265WELLWELLTOWER INC$5K0.04%HELD
266DGDOLLAR GEN CORP NEW$5K0.04%+42,130NEW
267TSCOTRACTOR SUPPLY CO$5K0.04%+47,037+75.2%
268DHID R HORTON INC$5K0.04%+35,992NEW
269XYLXYLEM INC$5K0.04%HELD
270RKLBROCKET LAB CORP$5K0.04%HELD
271WSMWILLIAMS SONOMA INC$5K0.04%+6,322+31.6%
272EXREXTRA SPACE STORAGE INC$5K0.04%HELD
273FISVFISERV INC$5K0.04%HELD
274NUENUCOR CORP$5K0.04%+28,000NEW
275AXONAXON ENTERPRISE INC$5K0.04%+11,000NEW
276DVNDEVON ENERGY CORP NEW$5K0.04%+90,000NEW
277CPRTCOPART INC$4K0.04%+135,000NEW
278ADMARCHER-DANIELS MIDLAND CO$4K0.04%+61,530NEW
279BEBLOOM ENERGY CORP$4K0.04%+33,000NEW
280OTISOTIS WORLDWIDE CORP$4K0.04%+58,000NEW
281VRSKVERISK ANALYTICS INC$4K0.04%HELD
282CPAYCORPAY INC$4K0.03%+15,261NEW
283KVUEKENVUE INC$4K0.03%22,880−8.2%
284MCHPMICROCHIP TECHNOLOGY INC$4K0.03%33,170−33.2%
285CNPCENTERPOINT ENERGY INC$4K0.03%HELD
286BNBROOKFIELD CORP$4K0.03%HELD
287FFORD MTR CO DEL$4K0.03%+370,000NEW
288FISFIDELITY NATL INFORMATION SVCS INC$4K0.03%HELD
289EWYISHARES INC$4K0.03%+34,589NEW
290ATOATMOS ENERGY CORP$4K0.03%HELD
291PHMPULTEGROUP INC$4K0.03%+35,882NEW
292AWKAMERICAN WTR WKS CO INC NEW$4K0.03%HELD
293CSLCARLISLE COS INC$4K0.03%+5,238+72.2%
294NVRNVR INC$4K0.03%+630NEW
295HSYHERSHEY CO$4K0.03%3,592−15.3%
296ALNYALNYLAM PHARMACEUTICALS INC$4K0.03%HELD
297TTWOTAKE-TWO INTERACTIVE SOFTWARE INC$4K0.03%+20,889NEW
298EXEEXPAND ENERGY CORP$4K0.03%+37,000NEW
299ESEVERSOURCE ENERGY$4K0.03%HELD
300RMDRESMED INC$4K0.03%+18,000NEW
301FTNTFORTINET INC$4K0.03%95,247−66.1%
302WATWATERS CORP$4K0.03%+5,346+66.8%
303RPMRPM INTL INC$4K0.03%+39,301NEW
304PPGPPG INDS INC$4K0.03%HELD
305CTRACOTERRA ENERGY INC$4K0.03%+110,000NEW
306GDDYGODADDY INC$4K0.03%16,121−25.7%
307MACMACERICH CO$4K0.03%HELD
308TPRTAPESTRY INC$4K0.03%+27,057NEW
309EQREQUITY RESIDENTIAL$4K0.03%HELD
310EFXEQUIFAX INC$4K0.03%HELD
311AMRZAMRIZE LTD$4K0.03%HELD
312EMEEMCOR GROUP INC$4K0.03%HELD
313WSTWEST PHARMACEUTICAL SVCS INC$4K0.03%+3,716+33.8%
314BBYBEST BUY INC$4K0.03%+34,984+157.5%
315VLTOVERALTO CORP$4K0.03%HELD
316CDWCDW CORP$4K0.03%+29,754NEW
317PNCPNC FINL SVCS GROUP INC$4K0.03%+17,275NEW
318EXPEEXPEDIA GROUP INC$4K0.03%+15,333NEW
319MLMMARTIN MARIETTA MATLS INC$4K0.03%HELD
320TFCTRUIST FINL CORP$3K0.03%+72,224NEW
321OREALTY INCOME CORP$3K0.03%HELD
322CASYCASEYS GEN STORES INC$3K0.03%+4,500NEW
323LULULULULEMON ATHLETICA INC$3K0.03%+4,254+25.0%
324ROPROPER TECHNOLOGIES INC$3K0.03%+9,143NEW
325BIIBBIOGEN INC$3K0.03%HELD
326BRBROADRIDGE FINL SOLUTIONS INC$3K0.02%HELD
327CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$3K0.02%80,447−60.9%
328DXCMDEXCOM INC$3K0.02%+50,000NEW
329FTVFORTIVE CORP$3K0.02%HELD
330AVBAVALONBAY CMNTYS INC$3K0.02%HELD
331RBLXROBLOX CORP$3K0.02%+53,120NEW
332NTRANATERA INC$3K0.02%+15,000NEW
333TDYTELEDYNE TECHNOLOGIES INC$3K0.02%+4,949NEW
334CHRWC H ROBINSON WORLDWIDE INC$3K0.02%+5,063+39.1%
335OMCOMNICOM GROUP INC$3K0.02%+8,321+26.7%
336UTHRUNITED THERAPEUTICS CORP DEL$3K0.02%+5,000NEW
337FICOFAIR ISAAC CORPORATION$3K0.02%+2,759NEW
338JBLJABIL INC$3K0.02%+10,934NEW
339DRIDARDEN RESTAURANTS INC$3K0.02%+14,745NEW
340RPRXROYALTY PHARMA PLC$3K0.02%+60,000NEW
341WDAYWORKDAY INC$3K0.02%67,530−75.6%
342LDOSLEIDOS HLDGS INC$3K0.02%+18,000NEW
343DDOGDATADOG INC$3K0.02%32,000−57.7%
344SNASNAP ON INC$3K0.02%+7,500NEW
345ILMNILLUMINA INC$3K0.02%HELD
346SMCISUPER MICRO COMPUTER INC$3K0.02%+115,206NEW
347MSTRSTRATEGY INC$3K0.02%+20,918NEW
348ONON SEMICONDUCTOR CORP$3K0.02%+42,042NEW
349LYVLIVE NATION ENTMT INC$3K0.02%+16,920NEW
350BURLBURLINGTON STORES INC$3K0.02%+7,857NEW
351PKGPACKAGING CORP AMER$3K0.02%HELD
352STLDSTEEL DYNAMICS INC$3K0.02%+14,000NEW
353INVHINVITATION HOMES INC$3K0.02%HELD
354LIILENNOX INTL INC$3K0.02%HELD
355HPEHEWLETT PACKARD ENTERPRISE CO$2K0.02%131,153−56.3%
356JJACOBS SOLUTIONS INC$2K0.02%HELD
357LHLABCORP HLDGS INC$2K0.02%+9,000NEW
358CRDOCREDO TECHNOLOGY GROUP HLDG LTD$2K0.02%+25,505NEW
359AMCRAMCOR PLC$2K0.02%240,000−80.0%
360ASTSAST SPACEMOBILE INC$2K0.02%+28,688NEW
361IEXIDEX CORP$2K0.02%HELD
362TWLOTWILIO INC$2K0.02%12,711−40.3%
363SSNCSS&C TECHNOLOGIES HLDGS INC$2K0.02%+35,000NEW
364BXPBXP INC$2K0.02%HELD
365HEI/AHEICO CORP NEW$2K0.02%+11,000NEW
366UDRUDR INC$2K0.02%HELD
367TSNTYSON FOODS INC$2K0.02%+35,356NEW
368ELLAUDER ESTEE COS INC$2K0.02%6,056−16.1%
369TRUTRANSUNION$2K0.02%HELD
370AVYAVERY DENNISON CORP$2K0.02%HELD
371FWONKLIBERTY MEDIA CORP DEL$2K0.02%+3,080+13.2%
372LVSLAS VEGAS SANDS CORP$2K0.02%18,615−31.0%
373STESTERIS PLC$2K0.02%+10,000NEW
374VTRVENTAS INC$2K0.02%HELD
375FSLRFIRST SOLAR INC$2K0.02%+11,160NEW
376GGGGRACO INC$2K0.02%HELD
377AREALEXANDRIA REAL ESTATE EQUITIES INC$2K0.02%+28,300+151.3%
378HSTHOST HOTELS & RESORTS INC$2K0.02%HELD
379BGBUNGE GLOBAL SA$2K0.02%+16,923NEW
380IPINTERNATIONAL PAPER CO$2K0.02%+60,000NEW
381PTCPTC INC$2K0.02%11,549−43.5%
382GLPIGAMING & LEISURE PPTYS INC$2K0.02%HELD
383NTAPNETAPP INC$2K0.02%+20,638NEW
384HOODROBINHOOD MKTS INC$2K0.02%90,000−75.0%
385FFIVF5 INC$2K0.02%4,546−38.8%
386PSAPUBLIC STORAGE$2K0.02%+7,432NEW
387DECKDECKERS OUTDOOR CORP$2K0.02%9,018−31.1%
388CRWVCOREWEAVE INC$2K0.02%+25,802NEW
389DGXQUEST DIAGNOSTICS INC$2K0.02%+10,200NEW
390GEHCGE HEALTHCARE TECHNOLOGIES INC$2K0.02%+28,000NEW
391LPLALPL FINL HLDGS INC$2K0.02%+6,624NEW
392AFGAMERICAN FINL GROUP INC OHIO$2K0.02%+15,508NEW
393INSMINSMED INC$2K0.02%+12,000NEW
394SYFSYNCHRONY FINL$2K0.02%+28,691NEW
395RJFRAYMOND JAMES FINL INC$2K0.02%+13,381NEW
396TRMBTRIMBLE INC$2K0.02%25,182−46.0%
397DKSDICKS SPORTING GOODS INC$2K0.02%8,158−45.7%
398ELSEQUITY LIFESTYLE PPTYS INC$2K0.02%+30,650NEW
399KIMKIMCO RLTY CORP$2K0.01%HELD
400APTVAPTIV PLC NEW$2K0.01%+27,113NEW
401PEVERPURE INC$2K0.01%+31,787NEW
402ROLROLLINS INC$2K0.01%+34,989NEW
403CHDCHURCH & DWIGHT INC$2K0.01%19,500−49.4%
404ERIEERIE INDTY CO$2K0.01%+7,412NEW
405WSOWATSCO INC$2K0.01%+5,096NEW
406FNFFIDELITY NATL FINL INC NEW$2K0.01%+39,897NEW
407CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$2K0.01%1,245−8.8%
408GPCGENUINE PARTS CO$2K0.01%+17,443NEW
409CUZCOUSINS PPTYS INC$2K0.01%HELD
410FLUTFLUTTER ENTMT PLC$2K0.01%10,000−35.7%
411ZSZSCALER INC$2K0.01%8,708−40.2%
412HPQHP INC$2K0.01%+94,503NEW
413WTRGESSENTIAL UTILS INC$2K0.01%HELD
414ACMAECOM$2K0.01%HELD
415QQNITY ELECTRONICS INC$2K0.01%+15,401NEW
416MKCMCCORMICK & CO INC$2K0.01%7,071−17.2%
417PODDINSULET CORP$2K0.01%+8,000NEW
418DLTRDOLLAR TREE INC$2K0.01%+2,718+22.1%
419VRSNVERISIGN INC$2K0.01%+6,548NEW
420BAHBOOZ ALLEN HAMILTON HLDG CORP$2K0.01%HELD
421FOXAFOX CORP$2K0.01%+27,471NEW
422ENTGENTEGRIS INC$2K0.01%+13,604NEW
423NBIXNEUROCRINE BIOSCIENCES INC$2K0.01%+12,000NEW
424MDBMONGODB INC$2K0.01%+6,451NEW
425SUISUN CMNTYS INC$2K0.01%HELD
426ZNGAZOOM COMMUNICATIONS INC$2K0.01%+19,571NEW
427KRCKILROY RLTY CORP$2K0.01%HELD
428TYLTYLER TECHNOLOGIES INC$2K0.01%+4,418NEW
429HIWHIGHWOODS PPTYS INC$1K0.01%HELD
430ITGARTNER INC$1K0.01%19,869−68.1%
431ALABASTERA LABS INC$1K0.01%+13,283NEW
432CNCCENTENE CORP DEL$1K0.01%+44,000NEW
433CHTRCHARTER COMMUNICATIONS INC NEW$1K0.01%+6,496NEW
434IRENIREN LTD$1K0.01%+40,568NEW
435SBRASABRA HEALTH CARE REIT INC$1K0.01%HELD
436SATSECHOSTAR CORP$1K0.01%+11,087NEW
437COOCOOPER COS INC$1K0.01%+17,500NEW
438GENGEN DIGITAL INC$1K0.01%52,383−44.4%
439JXNJACKSON FINL INC$1K0.01%2,130−15.6%
440DKNGDRAFTKINGS INC NEW$1K0.01%+55,153NEW
441REXRREXFORD INDL RLTY INC$1K0.01%HELD
442OHIOMEGA HEALTHCARE INVS INC$1K0.01%HELD
443RDDTREDDIT INC$1K0.01%+7,873NEW
444PAYCPAYCOM SOFTWARE INC$1K0.01%HELD
445IONQIONQ INC$1K0.01%27,360−43.4%
446TTDTHE TRADE DESK INC$9930.01%+43,753NEW
447ZBRAZEBRA TECHNOLOGIES CORP$9310.01%+4,455NEW
448EPREPR PPTYS$8940.01%HELD
449HUMHUMANA INC$8670.01%9,000−64.3%
450IOTSAMSARA INC$8600.01%46,992−63.4%
451VNOVORNADO RLTY TR$8320.01%HELD
452HHYATT HOTELS CORP$8170.01%1,321−18.9%
453MPTMEDICAL PPTYS TR INC$7820.01%HELD
454NWSANEWS CORP NEW$7270.01%+29,154NEW
455COLDAMERICOLD RLTY TR INC$6300.00%HELD
456PDMPIEDMONT RLTY TR INC$5650.00%HELD
457DPZDOMINOS PIZZA INC$5060.00%+1,411NEW
458ESSESSEX PPTY TR INC$4840.00%HELD
459SLGSL GREEN RLTY CORP$4060.00%HELD
460SNAPSNAP INC$3860.00%+21,872+35.2%
461VSNTVERSANT MEDIA GROUP INC$3300.00%+8,907NEW
462HPPHUDSON PAC PPTYS INC$1380.00%HELD
463KMBKIMBERLY-CLARK CORP54,500EXITED
464VOOVANGUARD INDEX FDS8,092EXITED
465GISGENERAL MILLS INC102,000EXITED
466RYROYAL BK CDA MONTREAL QUE25,143EXITED
467NTESNETEASE INC27,452EXITED
468CMCANADIAN IMPERIAL BK COMM TORONTO ONT41,508EXITED
469AMGAFFILIATED MANAGERS GROUP INC11,745EXITED
470TDTORONTO DOMINION BK ONT34,383EXITED
471DOCUDOCUSIGN INC45,597EXITED
472BMOBANK MONTREAL QUE23,701EXITED
473BF/BBROWN FORMAN CORP91,681EXITED
474FTITECHNIPFMC PLC47,040EXITED
475CLXCLOROX CO19,500EXITED
476PIIPOLARIS INC11,506EXITED
477RHIROBERT HALF INC19,432EXITED
478AAPADVANCE AUTO PTS INC5,603EXITED
479BSYBENTLEY SYS INC5,500EXITED

Source: SEC EDGAR · accession 0001661580-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.