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Institutional

iSAM Funds (UK) Ltd

CIK 0001919867
$202.5M
Reported AUM
291
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · iSAM Funds (UK) Ltd · Q1 2026

AI · grounded in 13F

iSAM Funds (UK) Ltd closed its position in MRSH for a reduction of $4.47M. The fund also exited positions in XOM and ADP, reducing exposure by $4.45M and $4.37M respectively. Offsetting these sells, the fund established new positions in ADI for $3.12M and TFC for $3M.

Portfolio · Q1 2026

Other$168.9MIL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BKBANK NEW YORK MELLON CORP$142.39-1.13%60.61%212.69%$3.5M1.72%+8,350+39.8%
2PPLPPL CORP$35.760.06%8.34%49.43%$3.3M1.61%25,875−23.3%
3PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$3.2M1.58%+1,985+124.3%
4ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$3.1M1.54%+9,813NEW
5TFCTRUIST FINL CORP$49.200.04%26.48%14.80%$3.0M1.48%+65,295NEW
6BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$2.9M1.42%+58,926NEW
7LNTALLIANT ENERGY CORP$72.63-0.33%24.26%46.44%$2.7M1.32%+37,149NEW
8JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$2.5M1.25%+10,337NEW
9SYKSTRYKER CORPORATION$305.661.48%-19.61%18.51%$2.5M1.23%+7,606NEW
10SOSOUTHERN CO$92.601.07%8.35%74.38%$2.4M1.18%+24,837NEW
11HALHALLIBURTON CO$40.032.17%97.00%108.38%$2.3M1.14%+359+0.6%
12COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$2.2M1.11%+16,998NEW
13TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$2.2M1.08%+4,470NEW
14PNWPINNACLE WEST CAP CORP$102.65-0.39%20.26%53.63%$2.2M1.08%4,803−18.1%
15AMEAMETEK INC$226.55-0.97%27.85%68.06%$2.2M1.07%+3,881+62.2%
16XELXCEL ENERGY INC$79.041.63%19.02%34.82%$2.1M1.02%20,068−43.5%
17LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$2.1M1.02%+3,422NEW
18PEGPUBLIC SVC ENTERPRISE GROUP$79.481.79%2.30%49.59%$2.0M1.00%+2,304+10.2%
19NINISOURCE INC$46.611.66%21.83%121.81%$1.9M0.93%61,092−60.2%
20CHDCHURCH & DWIGHT CO INC$95.59-1.19%-1.07%18.61%$1.9M0.91%+8,386+73.3%
21FDXFEDEX CORP$331.000.91%91.20%61.37%$1.8M0.88%+490+10.9%
22COFCAPITAL ONE FINL CORP$180.67-1.38%-7.47%22.49%$1.7M0.82%+9,114NEW
23SSBSOUTHSTATE BK CORP$95.320.01%8.96%56.96%$1.6M0.79%+17,318NEW
24NUENUCOR CORP$253.62-0.30%112.43%162.78%$1.6M0.78%+6,848+271.7%
25ABNBAIRBNB INC$133.54-0.13%-5.05%-7.27%$1.5M0.76%+2,763+29.4%
26APDAIR PRODUCTS AND CHEMICALS I$282.35-0.18%3.63%9.35%$1.5M0.75%+5,224NEW
27AIGAMERICAN INTL GROUP INC$75.492.79%-11.63%77.45%$1.5M0.75%+12,993+181.2%
28ITWILLINOIS TOOL WKS INC$252.720.64%4.67%24.70%$1.5M0.74%+5,765NEW
29HLTHILTON WORLDWIDE HLDGS INC$342.05-0.31%35.99%164.53%$1.5M0.73%3,012−38.1%
30MARMARRIOTT INTL INC NEW$392.511.87%49.07%179.89%$1.5M0.73%+4,501NEW
31DEDEERE & CO$583.44-1.40%$1.5M0.72%+2,583NEW
32TKRTIMKEN CO$135.732.96%$1.4M0.71%+14,383NEW
33PAYXPAYCHEX INC$99.19-1.33%$1.4M0.68%+14,992NEW
34IEXIDEX CORP$215.35-0.43%$1.4M0.68%+7,223NEW
35CPRTCOPART INC$30.960.62%$1.4M0.67%+32,644+398.0%
36DHID R HORTON INC$145.60-0.55%$1.3M0.64%+9,466NEW
37MAMASTERCARD INCORPORATED$491.081.93%$1.3M0.64%+2,598NEW
38FFORD MTR CO$14.90-2.87%$1.3M0.64%+72,717+186.1%
39HCAHCA HEALTHCARE INC$372.132.85%$1.3M0.63%+644+31.4%
40WECWEC ENERGY GROUP INC$112.32-0.56%$1.3M0.63%30,832−73.7%
41FANGDIAMONDBACK ENERGY INC$192.62-5.09%$1.2M0.60%+6,160NEW
42OXYOCCIDENTAL PETE CORP$56.93-2.97%$1.2M0.58%+17,992NEW
43TMHCTAYLOR MORRISON HOME CORP$71.50-0.03%$1.2M0.58%6,017−23.1%
44IDAIDACORP INC$139.60-1.23%$1.2M0.58%+8,151NEW
45TTTRANE TECHNOLOGIES PLC$456.84-1.49%$1.2M0.58%+2,795NEW
46EDCONSOLIDATED EDISON INC$106.262.09%$1.2M0.57%+10,197NEW
47CBCHUBB LTD SWITZ$326.273.74%$1.1M0.57%+3,526NEW
48FHNFIRST HORIZON CORPORATION$24.320.66%$1.1M0.55%+25,522+108.2%
49STTSTATE STR CORP$161.75-0.61%$1.1M0.54%+8,642NEW
50DRIDARDEN RESTAURANTS INC$198.122.41%$1.1M0.54%+5,568NEW
51NEMNEWMONT CORP$99.71-7.96%$1.1M0.53%+9,990NEW
52TXNMTXNM ENERGY INC$59.330.08%$1.1M0.53%+18,357NEW
53GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$1.1M0.52%+1,256NEW
54UNMUNUM GROUP$86.842.27%$1.1M0.52%+14,521NEW
55ACGLARCH CAP GROUP LTD$90.56-0.69%$1.1M0.52%25,848−70.1%
56GWWWW GRAINGER INC$1297.53-0.19%$1.0M0.52%+960NEW
57ECLECOLAB INC$1.0M0.51%+3,909NEW
58NWSANEWS CORP NEW$26.98-1.05%$1.0M0.51%+41,389NEW
59ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$1.0M0.51%+6,560NEW
60JPMJPMORGAN CHASE & CO$312.370.48%$1.0M0.50%700−16.8%
61AIZASSURANT INC$253.60-1.46%$1.0M0.50%5,224−52.8%
62PNCPNC FINL SVCS GROUP INC$228.370.57%$981K0.48%+2,433+106.8%
63KEYKEYCORP$21.850.44%$980K0.48%165,207−77.2%
64INGRINGREDION INC$100.290.31%$964K0.48%+8,555NEW
65DDOMINION ENERGY INC$66.900.60%$955K0.47%+15,444NEW
66MMM3M CO$153.760.65%$948K0.47%+6,526NEW
67BROBROWN & BROWN INC$57.98-1.49%$947K0.47%+14,526NEW
68ADBEADOBE INC$251.44-2.70%$933K0.46%+2,446+175.8%
69AMATAPPLIED MATLS INC$453.01-9.71%$918K0.45%14,176−84.1%
70COOCOOPER COS INC$67.348.58%$897K0.44%+9,726+345.1%
71SFNCSIMMONS FIRST NATL CORP$21.801.02%$892K0.44%+35,672+350.1%
72GLGLOBE LIFE INC$159.183.16%$892K0.44%+1,927+43.0%
73SIGISELECTIVE INS GROUP INC$88.720.15%$890K0.44%+11,807NEW
74LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$888K0.44%+2,574NEW
75AJGGALLAGHER ARTHUR J & CO$216.142.44%$857K0.42%+3,956NEW
76PFEPFIZER INC$26.041.36%$853K0.42%+30,386NEW
77AFGAMERICAN FINANCIAL GROUP INC$132.463.03%$852K0.42%+6,670NEW
78ADMARCHER DANIELS MIDLAND CO$80.92-2.94%$850K0.42%+11,697NEW
79AXPAMERICAN EXPRESS CO$310.66-0.60%$846K0.42%104−3.6%
80CNOCNO FINL GROUP INC$48.200.61%$846K0.42%+20,597NEW
81JBHTHUNT J B TRANS SVCS INC$284.950.58%$845K0.42%+3,988NEW
82DTEDTE ENERGY CO$146.640.60%$844K0.42%+2,827+96.1%
83CVXCHEVRON CORPORATION$187.31-0.55%$843K0.42%+4,074NEW
84AITAPPLIED INDL TECHNOLOGIES IN$316.320.33%$837K0.41%+3,156NEW
85AUBATLANTIC UN BANKSHARES CORP$37.960.53%$836K0.41%+23,382NEW
86FISFIDELITY NATL INFORMATION SV$40.95-1.28%$812K0.40%+5,966+52.6%
87HUBBHUBBELL INC$481.861.06%$799K0.39%+1,628NEW
88BRBROADRIDGE FINL SOLUTIONS IN$148.84-1.65%$796K0.39%+1,981+67.9%
89ELVELEVANCE HEALTH INC FORMERLY$415.531.49%$788K0.39%+1,141+73.6%
90BKRBAKER HUGHES COMPANY$62.59-5.32%$785K0.39%+12,866NEW
91WTFCWINTRUST FINL CORP$153.110.14%$778K0.38%+5,601NEW
92BGBUNGE GLOBAL SA$128.461.58%$774K0.38%+1,705+38.9%
93GMGENERAL MTRS CO$82.11-1.33%$773K0.38%+10,380NEW
94ODFLOLD DOMINION FREIGHT LINE IN$242.34-0.09%$756K0.37%348−8.2%
95EWBCEAST WEST BANCORP INC$127.391.15%$748K0.37%+7,010NEW
96MTBM & T BK CORP$223.950.68%$740K0.37%4,680−56.7%
97HSYHERSHEY CO$184.581.02%$740K0.37%+646+22.2%
98MCKMCKESSON CORP$775.662.47%$736K0.36%+850NEW
99LYBLYONDELLBASELL INDUSTRIES NV$64.50-2.54%$735K0.36%+9,127NEW
100DALDELTA AIR LINES INC$79.42-0.11%$728K0.36%+10,946NEW
101ROKROCKWELL AUTOMATION INC$726K0.36%+2,024NEW
102NJRNEW JERSEY RES CORP$723K0.36%+3,242+32.6%
103MKCMCCORMICK & CO INC$710K0.35%7,516−34.8%
104TMUST-MOBILE US INC$700K0.35%+3,334NEW
105TOLTOLL BROTHERS INC$700K0.35%+5,130NEW
106TXNTEXAS INSTRS INC$698K0.34%+3,596NEW
107CATYCATHAY GEN BANCORP$674K0.33%+13,523NEW
108FULTFULTON FINL CORP PA$671K0.33%15,032−31.3%
109MLMMARTIN MARIETTA MATLS INC$659K0.33%+277+32.9%
110DLBDOLBY LABORATORIES INC$655K0.32%+2,783+34.3%
111IBOCINTERNATIONAL BANCSHARES COR$642K0.32%+757+8.6%
112THGHANOVER INS GROUP INC$613K0.30%+3,537NEW
113FAFFIRST AMERN FINL CORP$608K0.30%+4,712+87.7%
114DOWDOW HLDGS INC$603K0.30%6,151−29.8%
115WTSWATTS WATER TECHNOLOGIES INC$599K0.30%+649+45.9%
116AONAON PLC$588K0.29%+1,822NEW
117WALWESTERN ALLIANCE BANCORP$584K0.29%+5,450+195.2%
118MRKMERCK & CO INC$584K0.29%+4,853NEW
119HBANHUNTINGTON BANCSHARES INC$579K0.29%91,648−71.2%
120EQTEQT CORP$573K0.28%1,892−17.4%
121JJACOBS SOLUTIONS INC$566K0.28%+4,443NEW
122TELTE CONNECTIVITY PLC$565K0.28%+2,703NEW
123VLOVALERO ENERGY CORP$554K0.27%+2,243NEW
124INDBINDEPENDENT BK CORP MASS$549K0.27%2,116−22.5%
125UMBFUMB FINL CORP$548K0.27%+4,862NEW
126CASYCASEYS GEN STORES INC$541K0.27%+743NEW
127SWXSOUTHWEST GAS HLDGS INC$539K0.27%+6,201NEW
128BIIBBIOGEN INC$535K0.26%+2,916NEW
129CRWDCROWDSTRIKE HLDGS INC$515K0.25%+1,318NEW
130PBPROSPERITY BANCSHARES INC$512K0.25%+7,621NEW
131CHDNCHURCHILL DOWNS INC$512K0.25%+3,580+169.0%
132ROSTROSS STORES INC$507K0.25%+2,342NEW
133EXCEXELON CORP$503K0.25%+10,262NEW
134STZCONSTELLATION BRANDS INC$495K0.24%+3,297NEW
135AGCOAGCO CORP$478K0.24%+1,205+41.2%
136BCCBOISE CASCADE CO DEL$464K0.23%+656+12.0%
137SNASNAP ON INC$458K0.23%+1,261NEW
138TDGTRANSDIGM GROUP INC$457K0.23%+394NEW
139RVTYREVVITY INC$456K0.23%+491+10.4%
140METAMETA PLATFORMS INC$445K0.22%+246+46.2%
141HTHHILLTOP HLDGS INC$441K0.22%+12,308NEW
142EWEDWARDS LIFESCIENCES CORP$439K0.22%2,927−34.8%
143LNCLINCOLN NATL CORP IND$433K0.21%+12,184NEW
144MTZMASTEC INC$430K0.21%+1,337NEW
145MSIMOTOROLA SOLUTIONS INC$426K0.21%5,959−85.9%
146TPRTAPESTRY INC$425K0.21%+3,009NEW
147RTXRTX CORPORATION$425K0.21%6,168−73.7%
148VLTOVERALTO CORP$421K0.21%+4,762NEW
149MSMMSC INDL DIRECT INC$421K0.21%+387+9.3%
150BALLBALL CORP$421K0.21%14,863−67.6%
151PORPORTLAND GEN ELEC CO$419K0.21%+7,931NEW
152SJMSMUCKER J M CO$417K0.21%+4,329NEW
153SMPLSIMPLY GOOD FOODS CO$410K0.20%+28,571NEW
154SAMBOSTON BEER INC$409K0.20%+1,776NEW
155NTRSNORTHERN TR CORP$405K0.20%+2,905NEW
156FOXAFOX CORP$405K0.20%+6,938NEW
157SBCFSEACOAST BKG CORP FLA$405K0.20%5,870−30.5%
158AOSSMITH A O CORP$404K0.20%+6,130NEW
159PCGPG&E CORP$402K0.20%+22,873NEW
160BBTBEACON FINANCIAL CORP.$397K0.20%+13,249NEW
161ELLAUDER ESTEE COS INC$393K0.19%+5,472NEW
162SPGIS&P GLOBAL INC$390K0.19%+917NEW
163JKHYHENRY JACK & ASSOC INC$384K0.19%7,864−76.4%
164BMRNBIOMARIN PHARMACEUTICAL INC$383K0.19%+6,777NEW
165LULULULULEMON ATHLETICA INC$380K0.19%+171+7.4%
166AMGNAMGEN INC$380K0.19%465−30.1%
167EXPEEXPEDIA GROUP INC$373K0.18%+245+17.9%
168BF/BBROWN FORMAN CORP$367K0.18%+13,899NEW
169SFSTIFEL FINL CORP$365K0.18%+1,467+42.3%
170LEALEAR CORP$364K0.18%+3,005NEW
171MSCIMSCI INC$364K0.18%+675NEW
172PBHPRESTIGE CONSMR HEALTHCARE I$362K0.18%+6,115NEW
173PAYCPAYCOM SOFTWARE INC$362K0.18%+2,978NEW
174RBARB GLOBAL INC$360K0.18%6,842−64.6%
175NBHCNATIONAL BK HLDGS CORP$359K0.18%+196+2.2%
176FTNTFORTINET INC$353K0.17%+4,319NEW
177CMCSACOMCAST CORP NEW$353K0.17%21,512−63.6%
178RRRRED ROCK RESORTS INC$346K0.17%+6,493NEW
179HMNHORACE MANN EDUCATORS CORP N$346K0.17%+8,107NEW
180LLOEWS CORP$343K0.17%+3,212NEW
181ANDEANDERSONS INC$342K0.17%+4,766NEW
182OCOWENS CORNING NEW$342K0.17%+3,160NEW
183BENFRANKLIN RESOURCES INC$338K0.17%+14,298NEW
184FASTFASTENAL CO$336K0.17%+7,249NEW
185STRASTRATEGIC ED INC$336K0.17%+4,046NEW
186VRTXVERTEX PHARMACEUTICALS INC$335K0.17%2,471−76.7%
187PCTYPAYLOCITY HLDG CORP$335K0.17%465−13.1%
188CATCATERPILLAR INC$332K0.16%2,358−83.4%
189WLKWESTLAKE CORPORATION$331K0.16%+7+0.2%
190NMIHNMI HLDGS INC$331K0.16%+2,636+42.7%
191NDSNNORDSON CORP$330K0.16%8,063−86.7%
192TREXTREX INC$330K0.16%+9,066NEW
193HTOH2O AMERICA$328K0.16%+5,587NEW
194SLGNSILGAN HLDGS INC$324K0.16%+8,343NEW
195MSAMSA SAFETY INC$322K0.16%+1,961NEW
196ARWARROW ELECTRS INC$319K0.16%+129+6.2%
197SAHSONIC AUTOMOTIVE INC$319K0.16%+4,646NEW
198NWNNORTHWEST NAT HLDG CO$318K0.16%+5,978NEW
199COSTCOSTCO WHOLESALE CORPORATION$318K0.16%+319NEW
200JBLJABIL INC$317K0.16%+79+7.1%
201WMTWALMART INC$315K0.16%+2,532NEW
202HRBBLOCK H & R INC$314K0.16%+3,756+61.2%
203CNPCENTERPOINT ENERGY INC$309K0.15%87,241−92.4%
204FTVFORTIVE CORP$307K0.15%29,807−84.3%
205RBCRBC BEARINGS INC$304K0.15%+560NEW
206ALGNALIGN TECHNOLOGY INC$304K0.15%+1,771NEW
207VNOMVIPER ENERGY INC$303K0.15%12,597−66.2%
208YUMYUM BRANDS INC$301K0.15%+1,938NEW
209NFLXNETFLIX INC.$299K0.15%+3,113NEW
210EFXEQUIFAX INC$297K0.15%+1,650NEW
211DXCMDEXCOM INC$297K0.15%+4,724NEW
212HOPEHOPE BANCORP INC$295K0.15%1,253−4.5%
213BSXBOSTON SCIENTIFIC CORP$295K0.15%1,910−28.9%
214TRMBTRIMBLE INC$294K0.15%+4,506NEW
215AEPAMERICAN ELEC PWR CO INC$290K0.14%25,219−91.9%
216ESNTESSENT GROUP LTD$290K0.14%1,850−27.1%
217GFFGRIFFON CORP$290K0.14%+3,994NEW
218RSGREPUBLIC SVCS INC$290K0.14%8,744−86.8%
219AAPLAPPLE INC$290K0.14%3,327−74.4%
220VSTVISTRA CORP$288K0.14%+1,917NEW
221IOSPINNOSPEC INC$286K0.14%+3,922NEW
222RDNRADIAN GROUP INC$284K0.14%12,798−59.9%
223EBAYEBAY INC.$282K0.14%11,298−78.5%
224ONBOLD NATL BANCORP IND$280K0.14%17,833−58.4%
225ALLYALLY FINL INC$278K0.14%+7,096NEW
226HXLHEXCEL CORP NEW$277K0.14%+3,428NEW
227CPRICAPRI HOLDINGS LIMITED$277K0.14%+15,731NEW
228KNTKKINETIK HOLDINGS INC$277K0.14%+5,720NEW
229BCBRUNSWICK CORP$276K0.14%1,985−34.4%
230BCPCBALCHEM CORP$274K0.14%1,318−44.9%
231HDHOME DEPOT INC$274K0.14%+832NEW
232CRMSALESFORCE INC$272K0.13%+1,455NEW
233ASTEASTEC INDS INC$271K0.13%+5,038NEW
234HLIHOULIHAN LOKEY INC$271K0.13%+1,885NEW
235LKQLKQ CORP$270K0.13%+120+1.3%
236SNPSSYNOPSYS INC$268K0.13%+677NEW
237ASBASSOCIATED BANC-CORP$268K0.13%+10,351NEW
238WLYWILEY JOHN & SONS INC$267K0.13%+7,015NEW
239BKUBANKUNITED INC$265K0.13%20,606−77.8%
240SNXTD SYNNEX CORPORATION$263K0.13%840−35.0%
241HNIHNI CORP$261K0.13%+7,827NEW
242BSYBENTLEY SYS INC$259K0.13%+7,365NEW
243EPCEDGEWELL PERSONAL CARE CO$258K0.13%+12,111NEW
244ARMKARAMARK$256K0.13%+6,326NEW
245AINALBANY INTL CORP$254K0.13%+4,871NEW
246EXEEXPAND ENERGY CORPORATION$253K0.13%8,235−78.1%
247GWREGUIDEWIRE SOFTWARE INC$252K0.12%+1,685NEW
248VZVERIZON COMMUNICATIONS INC$251K0.12%+5,000NEW
249XRAYDENTSPLY SIRONA INC$250K0.12%+21,522NEW
250UFPIUFP INDUSTRIES INC$248K0.12%10,954−80.3%
251ISRGINTUITIVE SURGICAL INC$248K0.12%1,055−66.3%
252PSXPHILLIPS 66$247K0.12%9,007−86.9%
253HFWAHERITAGE FINL CORP WASH$244K0.12%+9,386NEW
254CRCCALIFORNIA RES CORP$242K0.12%+3,496NEW
255INVAINNOVIVA INC$241K0.12%+10,323NEW
256GLWCORNING INC$240K0.12%+1,766NEW
257CNSCOHEN & STEERS INC$239K0.12%+3,821NEW
258DECKDECKERS OUTDOOR CORP$237K0.12%+2,365NEW
259MORNMORNINGSTAR INC$237K0.12%+399+39.9%
260CTSHCOGNIZANT TECHNOLOGY SOLUTIO$233K0.11%+3,796NEW
261CAHCARDINAL HEALTH INC$232K0.11%+1,098NEW
262WTWWILLIS TOWERS WATSON PLC LTD$232K0.11%+797NEW
263NRGNRG ENERGY INC$230K0.11%+1,577NEW
264AAGILENT TECHNOLOGIES INC$230K0.11%9,566−82.6%
265NOWSERVICENOW INC$229K0.11%+2,191NEW
266GRMNGARMIN LTD$227K0.11%933−48.8%
267GMEDGLOBUS MED INC$223K0.11%+2,587NEW
268LSTRLANDSTAR SYS INC$223K0.11%+1,390NEW
269AGOASSURED GUARANTY LTD$223K0.11%+2,731NEW
270QTWOQ2 HLDGS INC$219K0.11%+4,630NEW
271ACIWACI WORLDWIDE INC$217K0.11%+5,287NEW
272WMGWARNER MUSIC GROUP CORP$217K0.11%1,859−18.0%
273CARTMAPLEBEAR INC$213K0.11%+5,683NEW
274HLNEHAMILTON LANE INC$213K0.10%+2,139NEW
275IQVIQVIA HLDGS INC$209K0.10%2,493−67.0%
276ALRMALARM COM HLDGS INC$208K0.10%+4,821NEW
277PRPERMIAN RESOURCES CORP$208K0.10%11,425−53.9%
278VVVVALVOLINE INC$206K0.10%+6,119NEW
279FULFULLER H B CO$201K0.10%+3,266NEW
280DXCDXC TECHNOLOGY CO$193K0.10%+15,361NEW
281MRTNMARTEN TRANS LTD$169K0.08%9,271−41.9%
282GDYNGRID DYNAMICS HLDGS INC$155K0.08%+27,209NEW
283CXMSPRINKLR INC$152K0.07%438−1.7%
284CRGYCRESCENT ENERGY COMPANY$151K0.07%+11,197NEW
285CNHCNH INDL N V$150K0.07%+13,673NEW
286SDGRSCHRODINGER INC$123K0.06%+10,835NEW
287EMBCEMBECTA CORP$100K0.05%+11,286NEW
288BGCBGC GROUP INC$100K0.05%21,497−67.9%
289IARTINTEGRA LIFESCIENCES HLDGS C$96K0.05%+10,197NEW
290WENWENDYS CO$85K0.04%+12,181NEW
291NAVINAVIENT CORPORATION$83K0.04%+10,091NEW
292MRSHMARSH & MCLENNAN COS INC24,119EXITED
293XOMEXXON MOBIL CORP37,007EXITED
294ADPAUTOMATIC DATA PROCESSING IN17,004EXITED
295MCDMCDONALDS CORP14,147EXITED
296MSMORGAN STANLEY20,851EXITED
297VMCVULCAN MATLS CO11,257EXITED
298HIGHARTFORD INSURANCE GROUP INC22,578EXITED
299SHWSHERWIN WILLIAMS CO9,550EXITED
300MCOMOODYS CORP5,655EXITED
301PEPPEPSICO INC19,913EXITED
302PGPROCTER AND GAMBLE CO19,329EXITED
303EOGEOG RES INC25,153EXITED
304SYYSYSCO CORP34,807EXITED
305METMETLIFE INC31,857EXITED
306PHMPULTE GROUP INC20,575EXITED
307XYLXYLEM INC17,363EXITED
308BMYBRISTOL-MYERS SQUIBB CO42,062EXITED
309UNHUNITEDHEALTH GROUP INC6,347EXITED
310ABTABBOTT LABS16,583EXITED
311PFGPRINCIPAL FINANCIAL GROUP IN23,233EXITED
312CSXCSX CORP51,676EXITED
313PRUPRUDENTIAL FINL INC16,477EXITED
314OMCOMNICOM GROUP INC22,202EXITED
315OTISOTIS WORLDWIDE CORP20,494EXITED
316LLYELI LILLY & CO1,548EXITED
317UALUNITED AIRLS HLDGS INC14,482EXITED
318CFCF INDS HLDGS INC20,871EXITED
319CLXCLOROX CO DEL15,452EXITED
320MOALTRIA GROUP INC26,820EXITED
321CFGCITIZENS FINL GROUP INC26,171EXITED
322CVSCVS HEALTH CORP18,943EXITED
323PNRPENTAIR PLC13,911EXITED
324LUVSOUTHWEST AIRLS CO33,925EXITED
325ORLYOREILLY AUTOMOTIVE INC15,070EXITED
326SRESEMPRA15,004EXITED
327GEGE AEROSPACE4,236EXITED
328CFRCULLEN FROST BANKERS INC10,257EXITED
329WMT2WELLS FARGO CO NEW13,567EXITED
330JCIJOHNSON CTLS INTL PLC10,478EXITED
331HONHONEYWELL INTL INC6,383EXITED
332CMICUMMINS INC2,382EXITED
333ROLROLLINS INC19,973EXITED
334TSNTYSON FOODS INC19,223EXITED
335OGEOGE ENERGY CORP23,741EXITED
336AFLAFLAC INC8,891EXITED
337WYNNWYNN RESORTS LTD8,024EXITED
338CINFCINCINNATI FINL CORP5,478EXITED
339ETNEATON CORP PLC2,800EXITED
340NTAPNETAPP INC8,160EXITED
341WBSWEBSTER FINL CORP13,779EXITED
342VVISA INC2,451EXITED
343NVRNVR INC115EXITED
344UHSUNIVERSAL HLTH SVCS INC3,798EXITED
345BLKBLACKROCK INC766EXITED
346LOWLOWES COS INC3,261EXITED
347CTASCINTAS CORP4,180EXITED
348CARRCARRIER GLOBAL CORPORATION14,812EXITED
349FCNFTI CONSULTING INC4,564EXITED
350OVVOVINTIV INC19,789EXITED
351SYFSYNCHRONY FINANCIAL9,276EXITED
352KFYKORN FERRY11,653EXITED
353TECHBIO-TECHNE CORP12,921EXITED
354BABOEING CO3,392EXITED
355BXBLACKSTONE INC4,745EXITED
356UGIUGI CORP NEW19,133EXITED
357PPGPPG INDS INC6,967EXITED
358LVSLAS VEGAS SANDS CORP10,626EXITED
359HASHASBRO INC8,327EXITED
360SCHWSCHWAB CHARLES CORP6,698EXITED
361MHKMOHAWK INDS INC6,099EXITED
362AVGOBROADCOM INC1,909EXITED
363UCBUNITED CMNTY BKS BLAIRSVLE G20,572EXITED
364BLDRBUILDERS FIRSTSOURCE INC6,160EXITED
365CLCOLGATE PALMOLIVE CO7,941EXITED
366GISGENERAL MLS INC13,477EXITED
367TXTTEXTRON INC7,160EXITED
368TCBITEXAS CAP BANCSHARES INC6,828EXITED
369ROPROPER TECHNOLOGIES INC1,353EXITED
370VRRMVERRA MOBILITY CORP26,811EXITED
371URIUNITED RENTALS INC742EXITED
372EXPOEXPONENT INC8,498EXITED
373SWKSTANLEY BLACK & DECKER INC7,862EXITED
374FELEFRANKLIN ELEC INC5,938EXITED
375GOOGLALPHABET INC1,812EXITED
376VOYAVOYA FINANCIAL INC7,611EXITED
377APTVAPTIV PLC7,377EXITED
378HAYWHAYWARD HLDGS INC35,279EXITED
379HSICHENRY SCHEIN INC7,116EXITED
380DLTRDOLLAR TREE INC4,324EXITED
381MTDMETTLER TOLEDO INTERNATIONAL376EXITED
382FDSFACTSET RESH SYS INC1,775EXITED
383CDNSCADENCE DESIGN SYSTEM INC1,604EXITED
384MTDRMATADOR RES CO11,610EXITED
385PYPLPAYPAL HLDGS INC8,384EXITED
386PFSPROVIDENT FINL SVCS INC24,218EXITED
387ULTAULTA BEAUTY INC787EXITED
388WFRDWEATHERFORD INTL PLC6,063EXITED
389KEYSKEYSIGHT TECHNOLOGIES INC2,315EXITED
390ALBALBEMARLE CORP3,304EXITED
391EXPEAGLE MATLS INC2,228EXITED
392MUSAMURPHY USA INC1,096EXITED
393KMIKINDER MORGAN INC DEL16,084EXITED
394DHRDANAHER CORPORATION1,894EXITED
395LINLINDE PLC1,016EXITED
396AMZNAMAZON COM INC1,850EXITED
397WDAYWORKDAY INC1,952EXITED
398SWKSSKYWORKS SOLUTIONS INC6,528EXITED
399MTNVAIL RESORTS INC3,092EXITED
400FBKFB FINL CORP7,240EXITED
401TTCTORO CO4,878EXITED
402BRCBRADY CORP4,895EXITED
403LENLENNAR CORP3,581EXITED
404OLEDUNIVERSAL DISPLAY CORP3,097EXITED
405BKNGBOOKING HOLDINGS INC67EXITED
406FNFFIDELITY NATIONAL FINANCIAL6,161EXITED
407KMTKENNAMETAL INC11,763EXITED
408WMSADVANCED DRAIN SYS INC DEL2,303EXITED
409SAIASAIA INC1,019EXITED
410HWMHOWMET AEROSPACE INC1,615EXITED
411WCCWESCO INTL INC1,319EXITED
412NWBINORTHWEST BANCSHARES INC MD26,845EXITED
413WAFDWAFD INC9,972EXITED
414CNMCORE & MAIN INC6,078EXITED
415CAGCONAGRA BRANDS INC18,103EXITED
416DGXQUEST DIAGNOSTICS INC1,768EXITED
417EMNEASTMAN CHEM CO4,767EXITED
418PHINPHINIA INC4,850EXITED
419CHRDCHORD ENERGY CORPORATION3,241EXITED
420LKFNLAKELAND FINL CORP5,220EXITED
421ARANTERO RESOURCES CORP8,573EXITED
422LADLITHIA MTRS INC888EXITED
423DTDYNATRACE INC6,805EXITED
424CORCENCORA INC872EXITED
425ALLEALLEGION PLC1,847EXITED
426BCOBRINKS CO2,489EXITED
427REGNREGENERON PHARMACEUTICALS375EXITED
428ADSKAUTODESK INC975EXITED
429WUWESTERN UN CO30,878EXITED
430SCISERVICE CORP INTL3,679EXITED
431IPINTERNATIONAL PAPER CO7,103EXITED
432UBERUBER TECHNOLOGIES INC3,354EXITED
433EXLSEXLSERVICE HOLDINGS INC6,323EXITED
434CCITIGROUP INC2,270EXITED
435TXRHTEXAS ROADHOUSE INC1,564EXITED
436TROWPRICE T ROWE GROUP INC2,499EXITED
437AWIARMSTRONG WORLD INDS INC NEW1,338EXITED
438TRNTRINITY INDS INC9,608EXITED
439HUBGHUB GROUP INC5,930EXITED
440RHIROBERT HALF INC.9,185EXITED
441KBHKB HOME4,402EXITED
442GENGEN DIGITAL INC9,096EXITED
443ZBRAZEBRA TECHNOLOGIES CORPORATI1,011EXITED
444CTVACORTEVA INC3,652EXITED
445EMREMERSON ELEC CO1,805EXITED
446AIRAAR CORP2,881EXITED
447KNKNOWLES CORP11,121EXITED
448WWDWOODWARD INC787EXITED
449CRCRANE COMPANY1,289EXITED
450CMCCOMMERCIAL METALS CO3,422EXITED
451HPHELMERICH & PAYNE INC8,230EXITED
452OIO-I GLASS INC15,669EXITED
453CVCOCAVCO INDS INC DEL391EXITED
454MASIMASIMO CORP1,762EXITED
455RGLDROYAL GOLD INC1,014EXITED
456NXQUANEX BLDG PRODS CORP14,578EXITED
457INTCINTEL CORP6,075EXITED
458LGIHLGI HOMES INC5,009EXITED
459TNLTRAVEL PLUS LEISURE CO3,024EXITED
460ABMABM INDS INC5,010EXITED
461KEXKIRBY CORP1,909EXITED
462CBOECBOE GLOBAL MKTS INC837EXITED
463MUMICRON TECHNOLOGY INC726EXITED
464WMBWILLIAMS COS INC3,441EXITED
465PFBCPREFERRED BK LOS ANGELES CA2,185EXITED
466HQYHEALTHEQUITY INC2,239EXITED
467FBINFORTUNE BRANDS INNOVATIONS I4,094EXITED
468VTRSVIATRIS INC14,215EXITED
469DNOWDNOW INC13,355EXITED
470BLMNBLOOMIN BRANDS INC27,863EXITED
471CCCHEMOURS CO13,466EXITED
472HLXHELIX ENERGY SOLUTIONS GRP I23,906EXITED
473VYXNCR VOYIX CORPORATION14,057EXITED
474HLITHARMONIC INC13,667EXITED
475TWITITAN INTL INC ILL16,187EXITED
476MCWMISTER CAR WASH INC16,238EXITED

Source: SEC EDGAR · accession 0001172661-26-001790. 13F discloses long positions only — shorts, foreign equities, and options are excluded.