MondegarAI
← Tracker

Institutional

Mitsubishi UFJ Trust & Banking Corp

CIK 0001462160
$40.56B
Reported AUM
1,097
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Mitsubishi UFJ Trust & Banking Corp · Q1 2026

AI · grounded in 13F

Mitsubishi UFJ Trust & Banking Corp established a new position in CNI valued at $143.5M. The fund also opened a new position in AQN for $76.5M and increased its holdings in OKE by 15.09%. Conversely, the fund reduced its exposure to ES by 89.73%.

Portfolio · Q1 2026

NVDA$2.25BAAPLMSFTAMZNGOOGLOther$27.20BMC

Top holdings· first 500 of 1097

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$2.25B5.54%27,049−0.2%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.91B4.71%+28,455+0.4%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.42B3.51%+18,148+0.5%
4AMZNAMAZON.COM INC.$246.03-3.06%15.20%47.87%$1.13B2.80%101,063−1.8%
5GOOGLALPHABET INC/CA-CL A$368.53-0.98%112.92%175.80%$934.7M2.30%59,560−1.8%
6GOOGALPHABET INC/CA-CL C$365.76-0.95%109.82%172.71%$750.6M1.85%11,548−0.4%
7METAMETA PLATFORMS INC-A$593.00-5.51%-14.74%67.74%$728.9M1.80%24,307−1.9%
8AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$683.2M1.68%+107,960+5.1%
9TSLATESLA INC$391.00-6.56%32.48%70.69%$486.4M1.20%+21,643+1.7%
10HTHTH WORLD GROUP LTD$45.000.54%34.41%14.45%$439.0M1.08%+1,096,962+14.4%
11LLYELI LILLY & CO$1131.420.55%48.00%387.10%$409.1M1.01%+5,558+1.3%
12JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$403.9M1.00%8,004−0.5%
13JPMJPMORGAN CHASE & CO.$312.370.48%19.84%133.52%$394.8M0.97%43,157−3.1%
14XOMEXXON MOBIL CORP.$149.92-1.39%48.36%212.97%$388.4M0.96%2,416−0.1%
15PDDPDD HOLDINGS INC(ADR$85.07-0.94%-15.44%-7.14%$364.3M0.90%+397,611+12.6%
16DUKDUKE ENERGY CORP.$124.221.97%11.57%43.36%$348.8M0.86%+132,804+5.2%
17MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$330.9M0.82%5,263−0.8%
18VVISA INC-CL A SHARES$323.571.06%-11.91%36.33%$318.3M0.78%3,556−0.3%
19WMTWALMART INC$118.880.97%22.99%166.67%$303.0M0.75%+65,033+2.7%
20BRK/BBERKSHIRE HATHAWAY INC DEL$301.5M0.74%1,452−0.2%
21UNPUNION PACIFIC$272.323.19%24.65%39.36%$300.1M0.74%+3,879+0.3%
22NEENEXTERA ENERGY INC.$85.840.19%23.39%25.67%$288.8M0.71%222,569−6.7%
23AEPAMERICAN ELECTRIC PO$129.141.06%30.89%75.55%$275.4M0.68%+3,644+0.2%
24NFLXNETFLIX INC$82.180.76%-33.80%58.78%$275.1M0.68%426,635−13.0%
25OKEONEOK INC.$88.25-0.79%13.94%123.78%$239.1M0.59%+346,823+15.1%
26COSTCOSTCO WHSL CORP$971.87-0.05%-3.70%138.72%$238.7M0.59%+4,805+2.0%
27ABBVABBVIE INC$227.231.02%23.60%135.68%$238.2M0.59%+3,051+0.3%
28CSXCSX CORP$46.991.64%47.86%55.59%$233.3M0.58%1,499,966−20.9%
29SRESEMPRA$91.421.20%22.59%63.86%$212.2M0.52%119,511−5.2%
30XELXCEL ENERGY INC$79.041.63%19.02%34.82%$209.9M0.52%+233,503+9.7%
31CSCOCISCO SYSTEMS INC$121.64-6.43%$209.3M0.52%+32,184+1.2%
32SESEA LTD-ADR$86.56-6.00%$200.6M0.49%+300,949+14.2%
33IVVISHARES CORE S&P 500$740.91-2.62%$199.5M0.49%98,545−24.4%
34PGPROCTER & GAMBLE$146.544.09%$199.4M0.49%15,643−1.1%
35LNGCHENIERE ENERGY INC$238.82-0.93%$199.2M0.49%311,596−30.7%
36CVXCHEVRON CORP$187.31-0.55%$197.1M0.49%+28,504+3.1%
37MELIMERCADOLIBRE INC$1607.80-1.65%$196.3M0.48%+14,456+14.6%
38MRKMERCK & CO. INC$120.790.44%$190.8M0.47%39,209−2.4%
39CATCATERPILLAR INC$904.28-3.85%$190.0M0.47%+10,552+4.1%
40PEPPEPSICO INC.$141.92-0.16%$186.3M0.46%+81,946+7.3%
41SBACSBA COMMUNICATIONS CORP$208.020.08%$185.0M0.46%+246,062+29.7%
42MUMICRON TECHNOLOGY INC$864.01-13.25%$181.8M0.45%+26,445+5.2%
43GLDSPDR GOLD TRUST$396.24-3.65%$181.5M0.45%HELD
44LRCXLAM RESEARCH CORP.$303.28-9.85%$178.2M0.44%54,362−6.1%
45DDOMINION ENERGY INC$66.900.60%$175.7M0.43%+363,314+14.7%
46KOCOCA-COLA COMPANY$79.483.46%$171.0M0.42%+40,936+1.9%
47BACBANK OF AMERICA CORP$53.83-0.63%$166.8M0.41%+143,869+4.4%
48AMATAPPLIED MATLS INC$453.01-9.71%$165.2M0.41%+38,594+8.7%
49PCGPG&E CORP$17.111.72%$164.9M0.41%112,100−1.2%
50VZVERIZON COMMUNICATIONS INC$45.371.11%$162.6M0.40%+705,629+27.9%
51YMMFULL TRUCK ALLIANCE CO LTD$8.59-3.16%$160.3M0.40%+1,685,299+9.6%
52AMDADVANCED MICRO DEVICES INC$466.38-10.86%$155.3M0.38%+33,514+4.6%
53PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$154.8M0.38%+34,633+3.4%
54PMPHILIP MORRIS INTL$178.291.89%$154.4M0.38%18,508−1.9%
55PEGPUBLIC SVC ENTERPRISE GRP IN$79.481.79%$152.8M0.38%+288,825+18.1%
56EVRGEVERGY INC$83.271.69%$149.8M0.37%+87,862+5.0%
57HDHOME DEPOT INC$310.780.27%$149.7M0.37%+27,919+6.5%
58GEGE AEROSPACE$328.000.11%$149.6M0.37%+24,117+4.8%
59UNHUNITEDHEALTH GROUP INC$399.470.76%$147.5M0.36%+45,210+9.0%
60TAT&T INC$22.75-0.09%$147.4M0.36%+118,187+2.4%
61CNICANADIAN NATL RY CO$120.380.74%$143.5M0.35%+1,411,788NEW
62NUNU HOLDINGS LTD/CA-A$11.97-1.24%$142.0M0.35%+1,929,683+24.3%
63AGGISHARES CORE US AGGR$98.17-0.50%$140.3M0.35%HELD
64BAPCREDICORP LTD$322.50-1.23%$139.6M0.34%+48,560+13.4%
65ORCLORACLE CORPORATION$213.68-9.59%$129.8M0.32%+45,869+5.5%
66ISRGINTUITIVE SURGICAL INC$422.060.77%$128.0M0.32%+22,093+8.6%
67IBMINTL BUS MACHINES CO$284.84-5.61%$127.6M0.31%+11,788+2.3%
68TJXTJX COS INC$160.711.31%$127.5M0.31%8,395−1.0%
69LINLINDE PLC$507.900.09%$125.3M0.31%950−0.4%
70EQIXEQUINIX INC$1080.95-0.75%$123.3M0.30%10,105−7.4%
71MCDMCDONALDS CORP$279.842.61%$120.8M0.30%+5,029+1.3%
72KLACKLA CORP$1929.20-9.47%$120.6M0.30%1,177−1.4%
73GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$119.2M0.29%+2,047+1.5%
74TRGPTARGA RESOURCES CORP$264.09-1.23%$118.9M0.29%73,005−13.3%
75CCITIGROUP INC.$132.47-1.98%$118.6M0.29%92,288−8.1%
76APPAPPLOVIN CORP-CL-A$557.20-0.30%$118.4M0.29%+4,766+1.6%
77RTXRTX CORPORATION$180.990.88%$118.2M0.29%+22,364+3.8%
78TXNTEXAS INSTRUMENTS$285.06-6.65%$116.2M0.29%+24,986+4.4%
79GILDGILEAD SCIENCES INC$129.16-0.02%$115.8M0.29%57,888−6.5%
80WMT2WELLS FARGO COMPANY$114.6M0.28%76,203−5.0%
81GEVGE VERNOVA INC$933.61-3.09%$113.8M0.28%+13,776+11.8%
82ABTABBOTT LABS$91.070.32%$110.9M0.27%+2,853+0.3%
83BKNGBOOKING HOLDINGS INC$165.84-0.99%$105.9M0.26%2,194−8.0%
84NETCLOUDFLARE INC-A$250.11-6.90%$105.5M0.26%+21,923+4.5%
85BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$105.3M0.26%+136,480+8.5%
86AMGNAMGEN INC$349.581.15%$105.0M0.26%+8,166+2.8%
87APHAMPHENOL CORP 'A'$138.81-5.42%$103.7M0.26%3,352−0.4%
88WELLWELLTOWER INC$206.933.03%$101.6M0.25%+17,548+3.5%
89ADBEADOBE INC$251.44-2.70%$100.9M0.25%+59,180+16.6%
90MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$100.4M0.25%13,447−5.5%
91INTCINTEL CORPORATION$99.17-11.28%$100.1M0.25%+238,933+11.8%
92TMOTHERMO FISHER SCIENT$472.80-1.91%$98.0M0.24%17,309−8.0%
93LMTLOCKHEED MARTIN CORP$523.760.91%$97.8M0.24%+17,485+12.1%
94UBERUBER TECHNOLOGIES INC$70.71-2.08%$96.7M0.24%+71,037+5.6%
95CRMSALESFORCE INC$185.66-1.64%$95.5M0.24%23,686−4.4%
96ACNACCENTURE PLC IRELAND$178.25-0.34%$91.9M0.23%+53,180+13.0%
97QCOMQUALCOMM INC$215.94-10.98%$90.6M0.22%93,252−11.7%
98UGIUGI CORP$34.851.43%$90.5M0.22%+281,599+12.8%
99ITWILLINOIS TOOL WORKS$252.720.64%$89.9M0.22%+20,027+6.2%
100ANETARISTA NETWORKS INC$154.27-7.07%$89.1M0.22%45,032−5.8%
101AMTAMERICAN TOWER CORP$88.6M0.22%27,311−5.0%
102ADIANALOG DEVICES INC$88.1M0.22%23,291−7.8%
103MSMORGAN STANLEY$87.7M0.22%+59,257+12.5%
104DISWALT DISNEY CO/THE$87.0M0.21%111,808−11.0%
105CLCOLGATE PALMOLIVE CO$86.7M0.21%+174,006+20.6%
106ATATATOUR LIFESTYLE HLDGS LTD$83.2M0.21%+505,174+28.8%
107SPOTSPOTIFY TECHNOLOGY S A$82.5M0.20%13,336−7.3%
108EOGEOG RESOURCES INC.$80.2M0.20%+8,229+1.5%
109CBCHUBB LTD$80.1M0.20%+10,722+4.6%
110PFEPFIZER INC.$80.0M0.20%+60,001+2.2%
111PGRPROGRESSIVE CORP$79.3M0.20%27,186−6.4%
112SCHWSCHWAB (CHAS) CORP$78.5M0.19%+70,706+9.2%
113NEMNEWMONT CORP$77.9M0.19%+19,723+2.8%
114INTUINTUIT INC.$77.1M0.19%11,438−6.0%
115SPGIS&P GLOBAL INC$76.8M0.19%17,503−8.8%
116TMUST-MOBILE US INC$76.8M0.19%+9,981+2.8%
117SOSOUTHERN CO.$76.7M0.19%+4,002+0.5%
118AQNALGONQUIN PWR UTILS CORP$76.5M0.19%+12,651,307NEW
119CMECME GROUP INC.$76.0M0.19%+2,058+0.8%
120AXPAMERICAN EXPRESS CO.$75.4M0.19%+17,333+7.5%
121VRTXVERTEX PHARMACEUTICALS INC$74.5M0.18%+4,697+2.9%
122HONHONEYWELL INTL INC.$74.4M0.18%3,137−0.9%
123MCKMCKESSON CORPORATION$74.1M0.18%15,481−15.3%
124PLDPROLOGIS INC.$72.1M0.18%+27,963+5.4%
125RPRXROYALTY PHARMA PLC-A$71.7M0.18%269,794−15.3%
126MNSTMONSTER BEVERAGE CORP$71.3M0.18%59,008−5.7%
127DTMDT MIDSTREAM INC$70.5M0.17%126,788−19.5%
128COPCONOCOPHILLIPS$70.4M0.17%+2,073+0.4%
129PHPARKER-HANNIFIN CORP$70.3M0.17%+16,592+26.8%
130MCOMOODY'S CORPORATION$70.1M0.17%23,638−12.8%
131DEDEERE & CO.$69.3M0.17%20,905−14.5%
132ETNEATON CORP PLC$69.0M0.17%21,869−10.2%
133CORCENCORA INC$68.0M0.17%11,159−4.9%
134WMWASTE MANAGEMENT INC$67.1M0.17%+813+0.3%
135ALLALLSTATE CORP$66.8M0.16%+89,043+38.2%
136BLKBLACKROCK INC$65.1M0.16%+1,016+1.5%
137BABOEING CO.$63.7M0.16%+7,875+2.5%
138MRSHMARSH & MCLENNAN COS INC$63.5M0.16%+14,296+4.1%
139NOWSERVICENOW INC.$63.1M0.16%+20,651+3.5%
140NOCNORTHROP GRUMMAN$61.5M0.15%3,295−3.5%
141TSMTAIWAN SEMICOND.(ADR$61.4M0.15%57,560−24.1%
142SPGSIMON PROPERTY(REIT)$60.8M0.15%+13,840+4.4%
143CMCSACOMCAST CORP CL-A$59.8M0.15%+240,217+13.0%
144PANWPALO ALTO NETWORKS$59.8M0.15%+32,741+9.6%
145GMGENERAL MTRS CO$57.6M0.14%102,424−11.7%
146TTTRANE TECHNOLOGIES PLC$57.2M0.14%+9,630+7.5%
147MPCMARATHON PETROLEUM$56.8M0.14%46,232−16.6%
148MDTMEDTRONIC PLC$56.1M0.14%+65,864+11.3%
149HWMHOWMET AEROSPACE INC$55.9M0.14%+22,727+10.3%
150LOWLOWE'S COMPANIES$55.6M0.14%+2,742+1.2%
151KRKROGER CO.$53.8M0.13%169,033−18.5%
152PNCPNC FIN. SERVICES$53.7M0.13%49,827−16.2%
153CRWDCROWDSTRIKE HLDGS INC$53.5M0.13%+5,364+4.1%
154CBRECBRE GROUP INC-A$53.1M0.13%119,528−23.4%
155DHRDANAHER CORP$51.8M0.13%3,327−1.2%
156TELTE CONNECTIVITY PLC$51.5M0.13%13,621−5.2%
157AMPAMERIPRISE FINL INC$50.9M0.13%+21,632+23.3%
158CITHE CIGNA GROUP$50.7M0.12%+30,922+19.4%
159ADSKAUTODESK INC.$50.7M0.12%+29,136+16.0%
160WMBWILLIAMS COS INC$50.3M0.12%+6,076+0.9%
161IGIBISHARES TRUST ISHARE$50.1M0.12%+157,000+20.0%
162GLWCORNING INC.$49.6M0.12%753−0.2%
163MTDMETTLER-TOLEDO INTL$49.4M0.12%+4,375+12.6%
164MSCIMSCI INC.$48.9M0.12%6,184−6.4%
165COFCAPITAL ONE FINANCIA$48.7M0.12%13,642−4.9%
166EQTEQT CORPORATION$48.6M0.12%+180,267+30.9%
167CDNSCADENCE DESIGN SYSTEM INC$48.6M0.12%6,897−3.8%
168MOALTRIA GROUP INC$48.2M0.12%+6,246+0.9%
169MMM3M CO.$48.2M0.12%25,768−7.2%
170IDXXIDEXX LABS INC$48.0M0.12%+12,950+17.9%
171EWEDWARDS LIFESCIENCES CORP$47.8M0.12%85,212−12.5%
172GDGENERAL DYNAMICS$47.1M0.12%+7,037+5.4%
173RSGREPUBLIC SERVICES$47.1M0.12%3,642−1.7%
174VRTVERTIV HOLDINGS CO-A$46.9M0.12%+6,776+3.8%
175SYFSYNCHRONY FINANCIAL$46.8M0.12%+25,003+3.8%
176SYKSTRYKER CORP$46.8M0.12%+104+0.1%
177FASTFASTENAL COMPANY$46.7M0.12%72,465−6.7%
178ORLYO'REILLY AUTOMOTIVE$46.6M0.11%2,512−0.5%
179ELVELEVANCE HEALTH INC FORMERLY$46.4M0.11%25,473−13.8%
180VRSNVERISIGN INC.$46.4M0.11%56,139−23.1%
181EAELECTRONIC ARTS INC$45.8M0.11%4,382−1.9%
182ADPAUTOMATIC DATA PROCESSING IN$45.7M0.11%8,224−3.5%
183HCAHCA HEALTHCARE INC$45.6M0.11%+10,022+11.6%
184MLMMARTIN MARIETTA MATE$44.4M0.11%12,310−14.0%
185BSXBOSTON SCIENTIFIC$44.3M0.11%41,152−5.5%
186MDLZMONDELEZ INTERNATION$44.2M0.11%+339+0.0%
187FTNTFORTINET INC$44.1M0.11%228,562−29.8%
188CTASCINTAS CORP.$43.7M0.11%4,086−1.6%
189UPSUNITED PARCEL SRV-B$43.3M0.11%+33,187+8.2%
190FCXFREEPORT-MCMORAN INC$42.8M0.11%+141,567+24.2%
191SBUXSTARBUCKS CORP$42.5M0.10%+1,608+0.3%
192DGDOLLAR GENERAL CORP$42.5M0.10%17,108−4.6%
193USBUS BANCORP DEL$42.4M0.10%62,448−7.1%
194CMICUMMINS INC$42.4M0.10%+5,811+8.0%
195SHOPSHOPIFY INC - A$42.3M0.10%29,259−7.6%
196AZOAUTOZONE INC$42.1M0.10%5,002−28.6%
197BEKEKE HLDGS INC$42.1M0.10%+138,361+5.2%
198EEMISHARES MSCI EMERGIN$42.0M0.10%77,343−9.5%
199CVSCVS HEALTH CORPORATI$41.8M0.10%+15,235+2.7%
200WDCWESTERN DIGITAL CORP$41.6M0.10%+13,268+9.4%
201STXSEAGATE TECHNOLOGY HLDNGS PL$40.7M0.10%+13,880+15.4%
202EDCONSOLIDATED EDISON INC$39.5M0.10%+11,363+3.4%
203HSYTHE HERSHEY COMPANY$39.5M0.10%+33,854+21.7%
204KMBKIMBERLY-CLARK CORP$39.4M0.10%105,549−20.5%
205SHWSHERWIN WILLIAMS CO$39.4M0.10%896−0.7%
206ROPROPER TECHNOLOGIES INC$39.4M0.10%17,651−13.7%
207REGNREGENERON PHARMACEUTICALS$39.2M0.10%+1,741+3.6%
208TRVTRAVELERS COMPANIES INC$39.2M0.10%+3,761+2.9%
209CEGCONSTELLATION ENERGY CORP$39.0M0.10%+6,492+4.9%
210MRVLMARVELL TECHNOLOGY INC$38.6M0.10%+27,663+7.6%
211JCIJOHNSON CONTROLS INT$38.2M0.09%7,670−2.6%
212ABNBAIRBNB INC-CLASS A$38.0M0.09%+77,806+34.8%
213GWWWW GRAINGER INC$38.0M0.09%692−1.9%
214TDTORONTO DOMINION BK ONT$38.0M0.09%+192,000+87.5%
215FDXFEDEX CORPORATION$37.7M0.09%+11,634+12.3%
216AXONAXON ENTERPRISE INC$37.6M0.09%+30,233+51.8%
217ICEINTERCONTINENTAL EXC$37.2M0.09%+4,931+2.1%
218CMCANADIAN IMPERIAL BANK OF CO$37.1M0.09%+110,300+38.6%
219DELLDELL TECHNOLOGIES INC$36.9M0.09%27,062−10.8%
220BKBANK YORK MELLON CORP$35.8M0.09%73,351−19.6%
221CBOECBOE GLOBAL MARKETS$35.7M0.09%3,872−3.0%
222IOTSAMSARA INC-CL A$35.6M0.09%+144,815+14.8%
223FIXCOMFORT SYS USA INC$35.5M0.09%346−1.3%
224ECLECOLAB INC$35.4M0.09%+20,371+18.1%
225VTRVENTAS INC.$35.3M0.09%+56,651+15.1%
226VLOVALERO ENERGY CORP.$35.2M0.09%28,017−16.4%
227RKLBROCKET LAB CORP$35.0M0.09%13,835−2.5%
228BXBLACKSTONE INC$35.0M0.09%+4,100+1.4%
229TPRTAPESTRY INC$35.0M0.09%93,802−27.5%
230SNPSSYNOPSYS INC.$35.0M0.09%+3,312+3.9%
231AERAERCAP HOLDINGS NV$34.9M0.09%11,626−4.4%
232MPWRMONOLITHIC PWR SYS INC$34.9M0.09%+2,309+7.8%
233WCNWASTE CONNECTIONS$34.9M0.09%1,964−0.9%
234MKLMARKEL GROUP INC$34.7M0.09%3,746−17.1%
235AONAON PLC-A$34.7M0.09%963−0.9%
236TGTTARGET CORP.$34.7M0.09%+75,876+36.1%
237EBAYEBAY INC.$34.7M0.09%+15,234+4.2%
238QUREQUANTA SERVICES INC$34.3M0.08%+640+1.0%
239ROSTROSS STORES INC.$34.2M0.08%+11,282+7.7%
240INCYINCYTE CORP.$33.9M0.08%39,854−10.0%
241DASHDOORDASH INC - A$33.6M0.08%18,757−7.7%
242OTISOTIS WORLDWIDE CORP$33.2M0.08%31,227−6.8%
243EXPEEXPEDIA GROUP INC$33.2M0.08%35,634−19.9%
244NTAPNETAPP INC$33.1M0.08%+19,800+6.5%
245NKENIKE INC CL'B'$33.1M0.08%231,705−27.0%
246SLBSLB LTD$32.3M0.08%+9,000+1.5%
247DLRDIGITAL RLTY TR INC$32.0M0.08%+6,806+4.0%
248YUMYUM! BRANDS INC$32.0M0.08%+5,574+2.8%
249VCITVANGUARD INT-TERM CO$31.9M0.08%HELD
250SYYSYSCO CORPORATION$31.6M0.08%+204,015+85.3%
251CRHCRH PLC$31.4M0.08%19,394−6.1%
252MARMARRIOTT INTL INC'A'$31.2M0.08%1,310−1.4%
253WECWEC ENERGY GROUP INC$31.1M0.08%11,089−4.0%
254BNBROOKFIELD CORPORA-A$30.9M0.08%140,153−15.5%
255PSXPHILLIPS 66$30.8M0.08%14,612−8.0%
256ROKROCKWELL AUTOMATION INC$30.8M0.08%+24,382+39.7%
257RCLROYAL CARIB CRUISES$30.6M0.08%+3,567+3.3%
258PYPLPAYPAL HOLDINGS INC$30.3M0.07%147,675−18.1%
259RBLXROBLOX CORP -CLASS A$30.3M0.07%19,057−3.4%
260FERGFERGUSON ENTERPRISES INC$30.2M0.07%+264+0.2%
261CAHCARDINAL HEALTH INC.$30.1M0.07%+9,127+6.8%
262EMREMERSON ELECTRIC$30.1M0.07%+597+0.3%
263DXCMDEXCOM INC.$29.7M0.07%11,444−2.4%
264FFORD MTR CO$29.6M0.07%+338,788+15.2%
265ODFLOLD DOMINION FREIGHT LINE IN$29.5M0.07%+49,160+48.3%
266LHXL3HARRIS TECHNOLOGIE$29.4M0.07%+1,310+1.6%
267HLTHILTON WORLDWIDE HOL$29.3M0.07%1,212−1.2%
268BROBROWN & BROWN INC$28.6M0.07%+15,763+3.7%
269OREALTY INCOME CORP$28.5M0.07%+4,709+1.0%
270KMIKINDER MORGAN INC DEL$28.5M0.07%+9,105+1.1%
271NRGNRG ENERGY INC$28.2M0.07%37,737−16.3%
272MBBISHARES MBS ETF$28.1M0.07%8,590−2.8%
273CTSHCOGNIZANT TECHNOLOGY SOLUTIO$27.8M0.07%54,598−10.7%
274JKHYHENRY JACK & ASSOC INC$27.5M0.07%+54,634+45.8%
275RDDTREDDIT INC-CL A$27.4M0.07%+23,167+12.8%
276WABWABTEC CORPORATION$27.4M0.07%23,596−17.7%
277SCISERVICE CORP INT'L$27.3M0.07%86,620−20.7%
278NSCNORFOLK SOUTHN CORP$27.2M0.07%+3,787+4.2%
279ZTSZOETIS INC$27.0M0.07%+6+0.0%
280DBXDROPBOX INC$26.9M0.07%+41,620+3.6%
281TDGTRANSDIGM GROUP INC$26.7M0.07%+678+3.0%
282ILMNILLUMINA INC.$26.6M0.07%13,377−5.8%
283APDAIR PRODUCTS & CHEM.$26.2M0.06%8,738−8.8%
284TDYTELEDYNE TECH.INC.$26.0M0.06%965−2.2%
285WBDWARNER BROS DISCOVER$25.8M0.06%8,375−0.9%
286NXPINXP SEMICONDUCTORS N V$25.6M0.06%+2,043+1.6%
287AJGGALLAGHER (ARTHUR J.$25.6M0.06%27,092−18.7%
288BKRBAKER HUGHES CO$25.5M0.06%+6,687+1.6%
289BDXBECTON DICKINSON & CO$25.5M0.06%6,501−3.9%
290TROWT ROWE PRICE GROUP$25.3M0.06%56,637−16.8%
291CIENCIENA CORP.$25.3M0.06%+1,499+2.4%
292CTVACORTEVA INC$25.2M0.06%68,132−18.4%
293CHDCHURCH & DWIGHT CO INC$25.1M0.06%+13,611+5.3%
294KDPKEURIG DR PEPPER INC$25.1M0.06%13,027−1.3%
295AIGAMERICAN INTL GROUP INC$25.0M0.06%28,452−7.9%
296PCARPACCAR INC$25.0M0.06%7,389−3.3%
297DVNDEVON ENERGY CORP.$24.7M0.06%149,845−23.4%
298BBYBEST BUY INC$24.5M0.06%+76,739+25.1%
299SUISUN COMMUNITIES INC$24.5M0.06%+36,154+22.8%
300VSTVISTRA CORP$24.5M0.06%8,028−4.7%
301TFCTRUIST FINL CORP$24.4M0.06%+16,937+3.3%
302LITELUMENTUM HOLDINGS IN$24.2M0.06%+29,135+555.5%
303ALNYALNYLAM PHARMACEUTICALS INC$24.1M0.06%6,620−8.3%
304TERTERADYNE INC$24.0M0.06%11,373−12.3%
305GRMNGARMIN LTD.$24.0M0.06%8,314−7.4%
306GISGENERAL MLS INC$23.9M0.06%20,459−3.1%
307MTCHMATCH GROUP INC$23.7M0.06%50,604−6.2%
308HIGHARTFORD INSURANCE GROUP INC$23.4M0.06%+11,606+7.2%
309EQREQUITY RESIDENTIAL$23.4M0.06%+99,129+33.4%
310KKRKKR & CO INC$23.2M0.06%4,877−1.9%
311CMGCHIPOTLE MEXICAN$23.0M0.06%10,162−1.4%
312ACGLARCH CAPITAL GRP LTD$22.9M0.06%12,191−4.9%
313XYZBLOCK INC-A$22.9M0.06%+54,932+16.9%
314LQDISHARES IBOXX \ INV$22.8M0.06%300,000−58.9%
315WMSADVANCED DRAIN SYS INC DEL$22.8M0.06%48,035−22.4%
316EXCEXELON CORPORATION$22.7M0.06%+9,752+2.1%
317AFLAFLAC INC.$22.4M0.06%4,120−2.0%
318MASMASCO CORP.$22.3M0.06%+16,115+4.6%
319NYTNEW YORK TIMES CO$22.3M0.06%43,650−14.1%
320ETRENTERGY CORP NEW$22.2M0.05%1,505−0.8%
321TTWOTAKE-TWO INTERACTIVE SOFTWAR$22.1M0.05%+13,726+14.0%
322URIUNITED RENTALS INC.$21.8M0.05%+1,590+5.6%
323SNOWSNOWFLAKE INC$21.8M0.05%+370+0.3%
324HOODROBINHOOD MKTS INC$21.5M0.05%8,200−2.6%
325CFGCITIZENS FINL GROUP INC$21.3M0.05%19,427−5.2%
326AMEAMETEK INC.$21.2M0.05%+1,284+1.3%
327CPNGCOUPANG INC$21.0M0.05%323,685−22.6%
328JLLJONES LANG LASALLE INC$20.8M0.05%5,467−7.4%
329NTRSNORTHERN TRUST$20.6M0.05%+68,240+86.3%
330APOAPOLLO GLOBAL MGMT INC$20.4M0.05%+174+0.1%
331BBARRICK MNG CORP$20.4M0.05%73,691−12.7%
332EMEEMCOR GROUP INC$20.2M0.05%2,999−9.9%
333PSAPUBLIC STORAGE$19.9M0.05%1,518−2.0%
334SUSUNCOR ENERGY INC$19.8M0.05%65,500−17.8%
335OXYOCCIDENTAL PETROLEUM$19.7M0.05%+1,808+0.6%
336METMETLIFE INC.$19.7M0.05%+16,348+6.2%
337BWABORGWARNER INC$19.6M0.05%184,429−33.8%
338KEYSKEYSIGHT TECHNOLOGIE$19.5M0.05%+1,356+2.0%
339AEEAMEREN CORPORATION$19.5M0.05%+5,096+3.0%
340RMDRESMED INC$19.4M0.05%+12,269+16.6%
341MMYTMAKEMYTRIP LTD.$19.4M0.05%+58,744+12.8%
342ULTAULTA BEAUTY INC$18.9M0.05%424−1.2%
343FWONKLIBERTY MEDIA CORP-F$18.8M0.05%+6,098+2.8%
344TEAMATLASSIAN CORPORATION$18.8M0.05%11,946−4.2%
345PPGPPG INDUSTRIES$18.7M0.05%+7,296+4.4%
346EXEEXPAND ENERGY CORPORATION$18.6M0.05%+19,464+12.9%
347EXPDEXPEDITORS INTL WASH INC$18.6M0.05%+40,326+45.0%
348BZKANZHUN LTD(ADR)$18.4M0.05%26,348−1.9%
349NDAQNASDAQ INC$18.4M0.05%+15,515+7.7%
350ACMRACM RESH INC$18.3M0.05%363,368−43.8%
351COINCOINBASE GLOBAL INC$18.1M0.04%+3,878+3.9%
352DHID.R. HORTON INC.$18.0M0.04%2,887−2.2%
353BABAALIBABA GROUP HLDG LTD$17.8M0.04%+20,170+16.5%
354DDOGDATADOG INC - A$17.8M0.04%122,671−44.9%
355CARRCARRIER GLOBAL CORP$17.7M0.04%+1,327+0.4%
356QXOQXO INC$17.6M0.04%8,793−1.0%
357GDDYGODADDY INC-CLASS A$17.6M0.04%+7,813+3.8%
358EIXEDISON INTL$17.6M0.04%36,221−13.1%
359FISFIDELITY NATL INFORMATION SV$17.5M0.04%+102,203+37.7%
360MEDPMEDPACE HOLDINGS INC$17.4M0.04%9,998−21.7%
361MRNAMODERNA INC$17.3M0.04%+196,619+136.3%
362COHRCOHERENT CORP$17.3M0.04%+64,828+824.0%
363EXREXTRA SPACE STORAGE INC$17.3M0.04%+1,118+0.9%
364FFIVF5 INC$17.2M0.04%+1,806+3.1%
365CSGPCOSTAR GROUP INC$17.1M0.04%54,247−11.4%
366CVNACARVANA CO$16.9M0.04%+2,042+3.9%
367RSRELIANCE INC$16.8M0.04%11,841−17.6%
368VIPSVIPSHOP HLDGS LTD$16.8M0.04%+36,022+3.5%
369RIVNRIVIAN AUTOMOTIVE -A$16.7M0.04%34,166−3.0%
370FITBFIFTH THIRD BANCORP$16.7M0.04%+77,652+27.5%
371HPQHP INC$16.6M0.04%+9,341+1.1%
372UTHRUNITED THERAPEUTICS CORP DEL$16.3M0.04%246−0.9%
373AAGILENT TECHNOLOGIES$16.3M0.04%5,241−3.5%
374VMCVULCAN MATERIALS CO$16.3M0.04%2,573−4.1%
375WTWWILLIS TOWERS WATSON$16.2M0.04%+164+0.3%
376AZNASTRAZENECA PLC$16.1M0.04%+83,239NEW
377IEFISHARES 7-10Y TR BD$16.1M0.04%HELD
378WATWATERS CORPORATION$16.1M0.04%+22,267+70.2%
379WSOWATSCOINC.$16.0M0.04%14,873−25.2%
380VEEVVEEVA SYSTEMS INC-A$15.9M0.04%11,137−10.9%
381WSMWILLIAMS-SONOMA INC$15.9M0.04%+5,350+6.5%
382CLXCLOROX COMPANY$15.9M0.04%17,370−10.2%
383FICOFAIR ISAAC CORP$15.7M0.04%+1,818+14.1%
384GEHCGE HEALTHCARE TECHNO$15.6M0.04%1,984−0.9%
385NUENUCOR CORP$15.5M0.04%293−0.3%
386FANGDIAMONDBACK ENERGY$15.5M0.04%968−1.2%
387MCHPMICROCHIP TECHNOLOGY INC.$15.4M0.04%+3,105+1.3%
388PAYXPAYCHEX INC$15.4M0.04%2,269−1.3%
389ADMARCHER DANIELS MDLND$15.4M0.04%614−0.3%
390ROLROLLINS INC$15.3M0.04%+22,489+8.5%
391PRUPRUDENTIAL FINL INC$15.3M0.04%14,877−8.7%
392STTSTATE STREET CORP$15.2M0.04%22,922−16.0%
393DGXQUEST DIAGNOSTICS$15.0M0.04%1,115−1.4%
394ITGARTNER INC$15.0M0.04%21,367−18.4%
395CPRTCOPART, INC.$14.9M0.04%+9,965+2.3%
396HO1HOLOGIC INC$14.9M0.04%6,186−3.0%
397DRIDARDEN RESTAURANTS$14.9M0.04%+102+0.1%
398ONON SEMICONDUCTOR$14.8M0.04%19,813−7.7%
399EGPEASTGROUP PPTYS INC$14.7M0.04%+7,975+11.1%
400LULULULULEMON ATHLETICA INC$14.7M0.04%+41,782+76.7%
401BRBROADRIDGE FINL SOLUTIONS IN$14.7M0.04%+15,406+20.5%
402FEFIRSTENERGY CORP.$14.7M0.04%9,824−3.3%
403IGSBISHARES TRUST ISHARE$14.7M0.04%HELD
404TPLTEXAS PACIFIC LAND C$14.6M0.04%1,021−3.2%
405DPZDOMINOS PIZZA INC$14.6M0.04%+1,190+3.0%
406CMSCMS ENERGY CORP$14.6M0.04%+650+0.3%
407CHTRCHARTER COMMUNICATIONS INC N$14.5M0.04%+27,595+69.5%
408WRBBERKLEY (WR) CORP$14.5M0.04%25,918−10.6%
409MTBM & T CORPORATION$14.4M0.04%3,626−5.0%
410CCICROWN CASTLE INC$14.3M0.04%22,532−11.4%
411DTEDTE ENERGY COMPANY$14.2M0.03%+7,513+8.4%
412VICIVICI PROPERTIES INC$14.2M0.03%+59,153+12.9%
413TEVATEVA PHARMACEUT(ADR)$14.2M0.03%+491+0.1%
414WDAYWORKDAY INC$14.0M0.03%10,591−9.0%
415LVSLAS VEGAS SANDS CORP$14.0M0.03%+55,345+27.1%
416SYMSYMBOTIC INC$13.9M0.03%15,025−5.4%
417MGAMAGNA INTL INC$13.9M0.03%+195,200+339.5%
418XPXP INC - CLASS A$13.8M0.03%179,593−19.8%
419KVUEKENVUE INC$13.8M0.03%+17,896+2.3%
420BSYBENTLEY SYSTEMS IN-B$13.8M0.03%72,876−15.7%
421INSMINSMED, INCORPORATED$13.8M0.03%+1,152+1.4%
422PVHPVH CORPORATION$13.7M0.03%+72,367+58.2%
423HALHALLIBURTON CO.$13.6M0.03%26,642−7.1%
424JXNJACKSON FINANCIAL INC$13.6M0.03%+10,923+9.3%
425ELFELF BEAUTY INC$13.5M0.03%25,156−10.2%
426NVRNVR INC$13.4M0.03%128−5.9%
427JBLJABIL INC$13.4M0.03%28,040−35.7%
428CHKPCHECK POINT SOFTWARE TECH LT$13.4M0.03%14,449−13.3%
429ATOATMOS ENERGY CORP.$13.3M0.03%+1,606+2.3%
430JOBYJOBY AVIATION INC$13.3M0.03%+789,844+95.8%
431HPEHP ENTERPRISE CO$13.3M0.03%+5,420+1.0%
432AWKAMERICAN WATER WORKS$13.2M0.03%11,552−10.6%
433PPLPPL CORPORATION$13.2M0.03%6,134−1.7%
434STZCONSTELLATION BRND-A$13.2M0.03%1,611−1.8%
435ANAUTONATION INC$13.1M0.03%+6,746+11.2%
436CTRACOTERRA ENERGY INC$13.1M0.03%79,889−17.7%
437MSTRSTRATEGY INC-A$13.0M0.03%+691+0.7%
438TTETOTALENERGIES SE$13.0M0.03%+132,779+1035.1%
439TSCOTRACTOR SUPPLY CO$12.9M0.03%7,282−2.5%
440CNPCENTERPOINT ENERGY$12.9M0.03%+1,763+0.6%
441LLOEWS CORP$12.9M0.03%2,879−2.3%
442HBANHUNTINGTON BANCSHARE$12.8M0.03%+198,139+31.9%
443CASYCASEYS GEN STORES INC$12.7M0.03%+14,837+560.3%
444NBISNEBIUS GROUP NV-A$12.7M0.03%+14,831+13.8%
445FISVFISERV, INC.$12.7M0.03%1,279−0.6%
446FLEXFLEX LTD$12.7M0.03%54,774−22.1%
447OVVOVINTIV INC$12.6M0.03%+15,839+8.0%
448PTCPTC INC$12.6M0.03%302−0.3%
449IRINGERSOLL-RAND INC$12.6M0.03%2,997−1.9%
450BEBLOOM ENERGY CORP- A$12.6M0.03%+3,324+3.7%
451XYLXYLEM INC.$12.5M0.03%927−0.9%
452HUBBHUBBELL INCORPORATED$12.5M0.03%836−3.2%
453TSNTYSON FOODS CL 'A'$12.5M0.03%71,376−26.8%
454TYLTYLER TECHNOLOGIES$12.5M0.03%196−0.5%
455IVTINVENTRUST PPTYS CORP$12.5M0.03%+39,315+10.6%
456IBKRINTERACTIVE BROKER-A$12.5M0.03%23,333−11.1%
457IQVIQVIA HOLDINGS INC$12.4M0.03%+1,443+2.0%
458ESEVERSOURCE ENERGY$12.3M0.03%1,556,086−89.7%
459VRSKVERISK ANALYTICS INC$12.2M0.03%24,704−27.7%
460RJFRAYMOND JAMES FIN.$12.2M0.03%+1,671+2.0%
461VLTOVERALTO CORP$12.1M0.03%3,615−2.6%
462SNSHARKNINJA INC$12.1M0.03%27,324−19.4%
463IRMIRON MOUNTAIN INC$12.0M0.03%+609+0.5%
464NTRANATERA INC$12.0M0.03%+7,733+14.8%
465DOWDOW INC$11.9M0.03%551−0.2%
466BIIBBIOGEN INC$11.9M0.03%224−0.3%
467CCL1EURCARNIVAL CORP$11.9M0.03%+23,296+5.3%
468QQNITY ELECTRONICS IN$11.9M0.03%+6,203+6.4%
469BNDVANGUARD TOTAL BOND$11.9M0.03%HELD
470DLTRDOLLAR TREE INC$11.9M0.03%+31,388+40.7%
471APAAPA CORPORATION$11.9M0.03%226,726−44.8%
472TEMTEMPUS AI INC-CL A$11.8M0.03%+260,148NEW
473ZNGAZOOM COMMUNICATION-A$11.7M0.03%21,804−13.0%
474AMRZAMRIZE LTD$11.7M0.03%+18,327+9.6%
475DOVDOVER CORP$11.6M0.03%1,338−2.4%
476PHMPULTE GROUP INC.$11.6M0.03%+3,347+3.5%
477STLDSTEEL DYNAMICS INC.$11.5M0.03%23,384−26.7%
478KHCKRAFT HEINZ CO/THE$11.4M0.03%2,411−0.5%
479ADCAGREE RLTY CORP$11.4M0.03%+16,333+12.1%
480OMCOMNICOM GROUP$11.3M0.03%6,339−4.0%
481FSLRFIRST SOLAR INC$11.3M0.03%+621+1.1%
482CCKCROWN HLDGS INC$11.3M0.03%31,690−21.9%
483MMACYS INC$11.2M0.03%5,519−0.9%
484CWCURTISS-WRIGHT CORP.$11.1M0.03%+16,167+8691.9%
485CNCCENTENE CORPORATION$11.1M0.03%+7,938+2.4%
486AVBAVALONBAY COMM. INC.$11.1M0.03%2,997−4.2%
487FTAIFTAI AVIATION LTD$11.0M0.03%+339+0.8%
488BRXBRIXMOR PPTY GROUP INC$10.9M0.03%+162,849+75.9%
489EXELEXELIXIS INC$10.7M0.03%19,989−7.4%
490SUNBSUNBELT RENTALS HOLDINGS INC$10.5M0.03%+160,715NEW
491GPNGLOBAL PMTS INC$10.4M0.03%+52,340+51.4%
492LPLALPL FINANCIAL HOLD$10.4M0.03%1,317−3.7%
493DECKDECKERS OUTDOOR CORP$10.3M0.03%+21,628+26.5%
494CCEPCOCA-COLA EUROPACIFI$10.2M0.03%3,556−3.1%
495CTRECARETRUST REIT INC$10.2M0.03%+278,880NEW
496FCNCAFIRST CITIZENS -CL A$10.2M0.03%251−4.4%
497ENSGENSIGN GROUP INC/THE$10.1M0.02%4,252−7.8%
498CINFCINCINNATI FINANCIAL$10.1M0.02%1,244−1.9%
499STESTERIS PLC$10.0M0.02%+4,621+11.3%
500HYGISHARES IBOXX \ H/Y$10.0M0.02%21,150−14.4%

Source: SEC EDGAR · accession 0001193125-26-218067. 13F discloses long positions only — shorts, foreign equities, and options are excluded.