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Institutional

MUFG Securities EMEA plc

CIK 0001597694
$6.70B
Reported AUM
551
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · MUFG Securities EMEA plc · Q1 2026

AI · grounded in 13F

MUFG Securities EMEA plc established a new position in AZN valued at $167.9M. The fund also opened a new stake in B worth $98.7M and increased its holdings in ABBV by 496.9%. Conversely, the fund trimmed several positions, most notably reducing its shares of META by 67.8% and TSLA by 70.3%.

Portfolio · Q1 2026

NVDA$592.8MAAPLAVGOGOOGLMUMSFTAZNJPMWMTCOSTOther$3.98BMP

Top holdings· first 500 of 551

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%$592.8M8.84%484,638−12.5%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$319.4M4.77%316,665−20.1%
3AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$308.4M4.60%+174,660+21.3%
4GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$243.0M3.63%+175,735+26.3%
5MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$215.0M3.21%166,481−20.7%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$180.1M2.69%266,280−35.4%
7AZNASTRAZENECA PLC$185.952.28%29.80%80.46%$167.9M2.50%+863,980NEW
8JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$166.4M2.48%48,906−8.0%
9WMTWALMART INC$118.880.97%22.99%166.67%$140.4M2.09%+499,943+79.4%
10COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$130.1M1.94%+90,511+226.1%
11HONHONEYWELL INTL INC$213.97-1.69%1.40%7.72%$128.0M1.91%+357,111+170.8%
12METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$111.6M1.67%411,693−67.8%
13GOOGALPHABET INC$365.76-0.95%109.82%172.71%$107.9M1.61%175,426−31.8%
14AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$100.1M1.49%+75,328+34.6%
15SHOPSHOPIFY INC$109.54-5.60%-1.68%-26.97%$99.5M1.48%+20,000+2.4%
16BBARRICK MNG CORP$39.46-7.78%103.64%108.72%$98.7M1.47%+2,420,000NEW
17AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$96.9M1.45%313,975−40.3%
18ABBVABBVIE INC$227.231.02%23.60%135.68%$94.1M1.40%+360,000+496.9%
19PEPPEPSICO INC$141.92-0.16%14.71%5.94%$87.7M1.31%+370,210+190.0%
20MRVLMARVELL TECHNOLOGY INC$263.47-16.74%286.51%343.94%$76.5M1.14%625,000−44.7%
21GILDGILEAD SCIENCES INC$129.16-0.02%17.90%125.52%$72.7M1.09%+471,000+926.0%
22BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$69.1M1.03%+1,128,648+390.0%
23MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$66.0M0.99%+183,280+627.8%
24UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$65.4M0.98%23,073−8.7%
25CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$65.1M0.97%+171,056+119.1%
26VSTVISTRA CORP$148.76-3.21%-13.88%750.99%$56.2M0.84%+361,000+2761.6%
27DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$55.9M0.83%250,000−45.9%
28MGAMAGNA INTL INC$66.09-3.02%85.32%-6.89%$55.7M0.83%+1,000,000NEW
29TSLATESLA INC$391.00-6.56%32.48%70.69%$51.5M0.77%328,568−70.3%
30GTLSCHART INDS INC$207.31-0.11%35.96%33.36%$45.7M0.68%+220,900NEW
31ORCLORACLE CORP$213.68-9.59%$45.0M0.67%18,355−5.7%
32CAHCARDINAL HEALTH INC$205.711.97%$43.4M0.65%5,093−2.4%
33CTRACOTERRA ENERGY INC$32.560.00%$43.3M0.65%+1,201,281+3835.4%
34SDASEALED AIR CORP NEW$1.15-14.18%$40.8M0.61%+256,273+35.9%
35MASIMASIMO CORP$178.82-0.04%$40.1M0.60%+225,400NEW
36RTXRTX CORPORATION$180.990.88%$39.5M0.59%+149,763+272.5%
37CRMSALESFORCE INC$185.66-1.64%$38.9M0.58%32,614−13.5%
38AMDADVANCED MICRO DEVICES INC$466.38-10.86%$37.3M0.56%418,067−69.5%
39NEOGNEOGEN CORP$8.90-2.41%$37.2M0.55%+3,999,919+4347738.0%
40BRK/BBERKSHIRE HATHAWAY INC DEL$36.0M0.54%HELD
41TRVTRAVELERS COMPANIES INC$303.253.35%$32.9M0.49%+103,580+1132.6%
42HPEHEWLETT PACKARD ENTERPRISE C$49.20-8.36%$32.2M0.48%1,470,615−52.1%
43LLYELI LILLY & CO$1131.420.55%$29.9M0.45%69−0.2%
44FCXFREEPORT MCMORAN INC$63.37-9.07%$29.5M0.44%594,000−54.2%
45CARAVIS BUDGET GROUP INC$183.263.66%$29.2M0.44%HELD
46CZRCAESARS ENTERTAINMENT INC NE$29.270.26%$29.1M0.43%1,700,000−60.7%
47XOMEXXON MOBIL CORP$149.92-1.39%$29.1M0.43%415,460−70.8%
48GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$27.4M0.41%+19,194+145.5%
49KOCOCA COLA CO$79.483.46%$27.2M0.41%+198,700+125.2%
50NFLXNETFLIX INC.$82.180.76%$26.4M0.39%99,618−26.7%
51TROWPRICE T ROWE GROUP INC$105.99-0.91%$26.2M0.39%+282,000+3151.9%
52VALVALARIS LTD$88.54-4.70%$26.1M0.39%+266,400NEW
53NUNU HLDGS LTD$11.97-1.24%$24.3M0.36%+1,690,547NEW
54JNJJOHNSON & JOHNSON$232.772.02%$24.2M0.36%143,211−59.2%
55GEGE AEROSPACE$328.000.11%$23.8M0.35%49,449−37.1%
56CATCATERPILLAR INC$904.28-3.85%$23.4M0.35%+13,890+72.4%
57ISRGINTUITIVE SURGICAL INC$422.060.77%$22.7M0.34%47,686−49.2%
58PMPHILIP MORRIS INTL INC$178.291.89%$21.8M0.33%+68,000+106.5%
59VVISA INC$323.571.06%$20.8M0.31%266−0.4%
60GEVGE VERNOVA INC$933.61-3.09%$20.1M0.30%+11,927+107.2%
61STTSTATE STR CORP$161.75-0.61%$18.9M0.28%HELD
62PCARPACCAR INC$116.68-1.18%$18.4M0.27%+137,836+639.6%
63TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$17.9M0.27%+21,000+136.3%
64SNDKSANDISK CORP$1559.32-11.39%$17.8M0.27%+22,343+391.4%
65NOWSERVICENOW INC$112.45-5.79%$17.3M0.26%100,705−37.9%
66MAMASTERCARD INCORPORATED$491.081.93%$16.7M0.25%227−0.7%
67CSXCSX CORP$46.991.64%$16.5M0.25%+326,402+427.6%
68ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$16.3M0.24%+80,307+343.6%
69AFLAFLAC INC$118.242.56%$16.1M0.24%+127,395+658.8%
70WMBWILLIAMS COS INC$71.96-0.65%$15.9M0.24%HELD
71BLKBLACKROCK INC$995.60-2.64%$15.7M0.23%+10,400+175.8%
72SNPSSYNOPSYS INC$464.85-5.99%$15.6M0.23%+31,728+416.7%
73CMICUMMINS INC$651.22-3.96%$15.4M0.23%HELD
74CCITIGROUP INC$132.47-1.98%$15.3M0.23%+54,674+68.0%
75TERTERADYNE INC$357.93-12.03%$15.2M0.23%55,140−51.8%
76CWANCLEARWATER ANALYTICS HLDGS I$24.37-0.04%$14.4M0.22%+609,800NEW
77NEMNEWMONT CORP$99.71-7.96%$14.0M0.21%+85,000+190.0%
78PGPROCTER & GAMBLE CO$146.544.09%$13.8M0.21%520−0.5%
79PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$13.7M0.20%HELD
80TJXTJX COS INC NEW$160.711.31%$13.7M0.20%+39,899+87.4%
81DXCMDEXCOM INC$72.860.37%$13.6M0.20%+199,789+1249.5%
82GDGENERAL DYNAMICS CORP$346.441.45%$13.5M0.20%196,920−83.3%
83HDHOME DEPOT INC$310.780.27%$13.4M0.20%50,000−55.1%
84MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$13.4M0.20%+23,953+350.3%
85PGRPROGRESSIVE CORP$204.024.42%$13.3M0.20%HELD
86REGNREGENERON PHARMACEUTICALS$635.451.07%$13.2M0.20%+13,000+314.6%
87ITGRINTEGER HLDGS CORP$91.98-0.82%$13.2M0.20%+149,599NEW
88ROSTROSS STORES INC$230.37-1.15%$13.1M0.19%+46,927+352.0%
89ETRENTERGY CORP NEW$110.741.34%$12.9M0.19%+96,222+525.2%
90PLAYDAVE & BUSTERS ENTMT INC$11.200.18%$12.7M0.19%+717,000+157.9%
91HO1HOLOGIC INC$12.6M0.19%+157,900+1729.7%
92CSCOCISCO SYS INC$121.64-6.43%$12.6M0.19%74,572−31.5%
93MRKMERCK & CO INC$120.790.44%$12.2M0.18%60,000−37.1%
94ECLECOLAB INC$12.1M0.18%+35,000+334.9%
95MCOMOODYS CORP$451.350.49%$11.9M0.18%+21,000+333.9%
96EAELECTRONIC ARTS INC$203.00-0.20%$11.9M0.18%+32+0.1%
97EDCONSOLIDATED EDISON INC$106.262.09%$11.7M0.18%+89,000+601.3%
98PCGPG&E CORP$17.111.72%$11.1M0.17%+540,000+598.6%
99WABWABTEC$260.40-0.81%$11.0M0.16%9,025−17.0%
100LRCXLAM RESEARCH CORP$303.28-9.85%$10.9M0.16%137,297−72.8%
101MCKMCKESSON CORP$10.9M0.16%+7,562+149.4%
102WMT2WELLS FARGO & CO$10.8M0.16%345,490−71.8%
103NCLHNORWEGIAN CRUISE LINE HLDGS$10.7M0.16%458,937−44.6%
104AMPAMERIPRISE FINL INC$10.6M0.16%+19,934+523.3%
105NRGNRG ENERGY INC$10.3M0.15%+62,850+800.0%
106TFCTRUIST FINL CORP$10.3M0.15%+170,814+325.7%
107ALGNALIGN TECHNOLOGY INC$10.2M0.15%+57,000+2083.3%
108AMEAMETEK INC$9.7M0.15%17,000−27.2%
109HIGHARTFORD INSURANCE GROUP INC$9.6M0.14%HELD
110LINLINDE PLC$9.5M0.14%76,085−79.9%
111INTCINTEL CORP$9.5M0.14%1,351,722−86.3%
112BHFBRIGHTHOUSE FINL INC$9.5M0.14%+158,000NEW
113IBMINTERNATIONAL BUSINESS MACHS$9.3M0.14%HELD
114SUSUNCOR ENERGY INC NEW$9.2M0.14%310,000−68.9%
115AJGGALLAGHER ARTHUR J & CO$9.2M0.14%+32,100+305.1%
116CMECME GROUP INC$9.1M0.14%+16,000+108.3%
117PRUPRUDENTIAL FINL INC$8.7M0.13%81−0.1%
118VZVERIZON COMMUNICATIONS INC$8.7M0.13%HELD
119CVSCVS HEALTH CORP$8.6M0.13%+143+0.1%
120WBDWARNER BROS DISCOVERY INC$8.6M0.13%+211,000+207.7%
121GPCGENUINE PARTS CO$8.5M0.13%HELD
122HEI/AHEICO CORP NEW$8.5M0.13%HELD
123DASHDOORDASH INC$8.5M0.13%+41,000+267.5%
124TAT&T INC$8.3M0.12%3,636−1.3%
125AIGAMERICAN INTL GROUP INC$8.0M0.12%+9,517+9.8%
126NEENEXTERA ENERGY INC$7.9M0.12%HELD
127KLACKLA CORP$7.9M0.12%12−0.2%
128AMGNAMGEN INC$7.8M0.12%HELD
129BXBLACKSTONE INC$7.7M0.12%+421+0.6%
130LSTRLANDSTAR SYS INC$7.5M0.11%+47,000NEW
131CORZCORE SCIENTIFIC INC NEW$7.5M0.11%+500,000NEW
132FDXFEDEX CORP$7.4M0.11%102,539−83.2%
133ABTABBOTT LABORATORIES$7.3M0.11%HELD
134TXNTEXAS INSTRS INC$7.2M0.11%43−0.1%
135DISDISNEY WALT CO$7.0M0.10%118,563−62.0%
136MNROMONRO INC$7.0M0.10%+422,949+3774.3%
137CITHE CIGNA GROUP$6.9M0.10%16,154−38.5%
138AXPAMERICAN EXPRESS CO$6.6M0.10%71−0.3%
139COPCONOCOPHILLIPS$6.6M0.10%199,431−79.9%
140PFEPFIZER INC$6.5M0.10%HELD
141HBANHUNTINGTON BANCSHARES INC$6.5M0.10%+18,808+4.7%
142EXEEXPAND ENERGY CORPORATION$6.5M0.10%+49,000+501.3%
143SCHWSCHWAB CHARLES CORP$6.4M0.10%HELD
144BABOEING CO$6.4M0.10%53,081−62.2%
145ADIANALOG DEVICES INC$6.4M0.10%136−0.7%
146APHAMPHENOL CORP$6.4M0.09%+213+0.4%
147CINFCINCINNATI FINL CORP$6.2M0.09%+29,420+288.5%
148UBERUBER TECHNOLOGIES INC$6.1M0.09%514,206−85.9%
149QQNITY ELECTRONICS INC$6.1M0.09%+44,000+512.0%
150UNPUNION PAC CORP$5.9M0.09%HELD
151CBOECBOE GLOBAL MKTS INC$5.9M0.09%5,600−21.1%
152DEDEERE & CO$5.8M0.09%+28+0.3%
153QCOMQUALCOMM INC$5.8M0.09%+821+1.9%
154ETNEATON CORP PLC$5.7M0.08%HELD
155ARESARES MANAGEMENT CORPORATION$5.7M0.08%+43,500+515.1%
156WELLWELLTOWER INC$5.7M0.08%+470+1.7%
157BKNGBOOKING HOLDINGS INC$5.6M0.08%2,000−60.2%
158ROIVROIVANT SCIENCES LTD$5.5M0.08%292,000−59.3%
159LOWLOWES COS INC$5.4M0.08%HELD
160SPGIS&P GLOBAL INC$5.3M0.08%164−1.3%
161WTRGESSENTIAL UTILS INC$5.3M0.08%+132,000NEW
162PANWPALO ALTO NETWORKS INC$5.3M0.08%+5,088+18.1%
163MTBM & T BK CORP$5.3M0.08%76−0.3%
164ANETARISTA NETWORKS INC$5.2M0.08%HELD
165DBDEUTSCHE BK AG$5.1M0.08%+176,123+131435.1%
166MMACYS INC$5.1M0.08%+280,000NEW
167BMYBRISTOL-MYERS SQUIBB CO$5.1M0.08%HELD
168PLDPROLOGIS INC.$5.0M0.08%+50+0.1%
169WRBBERKLEY W R CORP$5.0M0.07%+63,517+516.5%
170LMTLOCKHEED MARTIN CORP$5.0M0.07%47−0.6%
171ACNACCENTURE PLC IRELAND$5.0M0.07%198−0.8%
172ELVELEVANCE HEALTH INC FORMERLY$5.0M0.07%+7,937+87.1%
173INTUINTUIT$4.9M0.07%121,822−91.4%
174CBCHUBB LTD SWITZ$4.9M0.07%24,028−61.7%
175RVMDREVOLUTION MEDICINES INC$4.8M0.07%73,957−60.1%
176COFCAPITAL ONE FINL CORP$4.7M0.07%435−1.7%
177MANHMANHATTAN ASSOCIATES INC$4.7M0.07%HELD
178VRTXVERTEX PHARMACEUTICALS INC$4.6M0.07%+12+0.1%
179SYKSTRYKER CORPORATION$4.6M0.07%HELD
180PHPARKER-HANNIFIN CORP$4.6M0.07%HELD
181PFGPRINCIPAL FINANCIAL GROUP IN$4.6M0.07%85−0.2%
182LLOEWS CORP$4.6M0.07%54−0.1%
183MDTMEDTRONIC PLC$4.6M0.07%HELD
184MOALTRIA GROUP INC$4.5M0.07%HELD
185ALLALLSTATE CORP$4.5M0.07%3,961−15.5%
186APPAPPLOVIN CORP$4.4M0.07%HELD
187NOCNORTHROP GRUMMAN CORP$4.4M0.07%72,031−91.8%
188SOSOUTHERN CO$4.4M0.06%HELD
189GLWCORNING INC$4.4M0.06%HELD
190CMCSACOMCAST CORP NEW$4.2M0.06%982,563−87.0%
191SBUXSTARBUCKS CORP$4.2M0.06%+92+0.2%
192DUKDUKE ENERGY CORP NEW$4.2M0.06%HELD
193ALAIR LEASE CORP$4.2M0.06%90,731−58.5%
194ADBEADOBE INC$4.1M0.06%9,240−35.4%
195TMUST-MOBILE US INC$4.1M0.06%200,293−91.2%
196CRWDCROWDSTRIKE HLDGS INC$4.0M0.06%+47+0.5%
197CCCCCC INTELLIGENT SOLUTIONS HL$4.0M0.06%+660,000NEW
198EQIXEQUINIX INC$3.9M0.06%HELD
199XYLXYLEM INC$3.9M0.06%HELD
200VRTVERTIV HOLDINGS CO$3.9M0.06%+15,683NEW
201BSXBOSTON SCIENTIFIC CORP$3.8M0.06%278,642−82.1%
202HWMHOWMET AEROSPACE INC$3.8M0.06%49,346−75.0%
203TTTRANE TECHNOLOGIES PLC$3.8M0.06%16−0.2%
204WDCWESTERN DIGITAL CORP$3.8M0.06%117−0.8%
205BROBROWN & BROWN INC$3.7M0.06%HELD
206NVRIENVIRI CORP$3.7M0.06%+190,000NEW
207LBRDKLIBERTY BROADBAND CORP$3.7M0.05%HELD
208NXQUANEX BLDG PRODS CORP$3.6M0.05%+200,000NEW
209CEGCONSTELLATION ENERGY CORP$3.6M0.05%35−0.3%
210VERXVERTEX INC$3.6M0.05%+300,000NEW
211STXSEAGATE TECHNOLOGY HLDNGS PL$3.5M0.05%HELD
212WMWASTE MGMT INC DEL$3.5M0.05%150,000−90.8%
213PNCPNC FINL SVCS GROUP INC$3.4M0.05%104,518−86.3%
214MRSHMARSH & MCLENNAN COS INC$3.4M0.05%55,237−73.6%
215COMPCOMPASS INC$3.4M0.05%+463,876NEW
216FIXCOMFORT SYS USA INC$3.4M0.05%+1,000+69.3%
217QUREQUANTA SVCS INC$3.4M0.05%HELD
218ADPAUTOMATIC DATA PROCESSING IN$3.4M0.05%33,267−66.8%
219BKBANK NEW YORK MELLON CORP$3.3M0.05%76,356−73.0%
220USBUS BANCORP$3.3M0.05%HELD
221AMTAMERICAN TOWER CORP$3.3M0.05%300,000−94.0%
222JCIJOHNSON CONTROLS INTERNATION$3.3M0.05%+39+0.2%
223EOGEOG RES INC$3.2M0.05%HELD
224AFGAMERICAN FINANCIAL GROUP INC$3.2M0.05%HELD
225ORLYOREILLY AUTOMOTIVE INC$3.2M0.05%105,090−75.3%
226SLBSLB LIMITED$3.1M0.05%HELD
227MMM3M CO$3.1M0.05%185−0.8%
228CDNSCADENCE DESIGN SYSTEM INC$3.1M0.05%HELD
229VLOVALERO ENERGY CORP$3.1M0.05%HELD
230HCAHCA HEALTHCARE INC$3.0M0.05%131−2.0%
231SHWSHERWIN WILLIAMS CO$3.0M0.05%HELD
232MDLZMONDELEZ INTL INC$3.0M0.05%348−0.7%
233EMREMERSON ELEC CO$3.0M0.05%HELD
234AVPTAVEPOINT INC$3.0M0.04%HELD
235PSXPHILLIPS 66$3.0M0.04%HELD
236UPSUNITED PARCEL SVCS INC$3.0M0.04%HELD
237SYFSYNCHRONY FINANCIAL$3.0M0.04%34,114−43.9%
238MPCMARATHON PETE CORP$3.0M0.04%229−1.9%
239MARMARRIOTT INTL INC NEW$2.9M0.04%80,124−89.9%
240AEPAMERICAN ELEC PWR CO INC$2.9M0.04%+224+1.0%
241CRHCRH PLC$2.9M0.04%HELD
242HLTHILTON WORLDWIDE HLDGS INC$2.9M0.04%129−1.4%
243AONAON PLC$2.8M0.04%45,717−83.9%
244RCLROYAL CARIBBEAN GROUP$2.8M0.04%83−0.8%
245CLCOLGATE PALMOLIVE CO$2.8M0.04%HELD
246ITWILLINOIS TOOL WKS INC$2.8M0.04%70−0.6%
247GMGENERAL MTRS CO$2.8M0.04%1,183−3.1%
248KMIKINDER MORGAN INC DEL$2.7M0.04%HELD
249KVUEKENVUE INC$2.7M0.04%1,439,000−90.2%
250TDGTRANSDIGM GROUP INC$2.7M0.04%988−29.9%
251APDAIR PRODUCTS AND CHEMICALS I$2.7M0.04%HELD
252LHXL3HARRIS TECHNOLOGIES INC$2.6M0.04%22−0.3%
253NSCNORFOLK SOUTHN CORP$2.6M0.04%HELD
254KKRKKR & CO INC$2.6M0.04%HELD
255SRESEMPRA$2.6M0.04%25,000−48.3%
256NKENIKE INC$2.6M0.04%+128+0.3%
257TELTE CONNECTIVITY PLC$2.5M0.04%30−0.2%
258CORCENCORA INC$2.5M0.04%+18+0.2%
259SPGSIMON PPTY GROUP INC NEW$2.5M0.04%67−0.5%
260BKRBAKER HUGHES COMPANY$2.5M0.04%2,335,000−98.3%
261CBRECBRE GROUP INC$2.4M0.04%56,503−76.1%
262METMETLIFE INC$2.4M0.04%103,623−75.4%
263DLRDIGITAL RLTY TR INC$2.4M0.04%94,700−87.7%
264FNKOFUNKO INC$2.4M0.04%HELD
265CTASCINTAS CORP$2.4M0.04%52,069−78.9%
266OKEONEOK INC NEW$2.3M0.03%HELD
267CTVACORTEVA INC$2.3M0.03%150,287−84.5%
268OREALTY INCOME CORP$2.3M0.03%HELD
269AZOAUTOZONE INC$2.3M0.03%3−0.4%
270TSNTYSON FOODS INC$2.3M0.03%+24,000+206.8%
271TGTTARGET CORP$2.2M0.03%84−0.5%
272HOODROBINHOOD MKTS INC$2.2M0.03%+164+0.5%
273CIENCIENA CORP$2.2M0.03%+5,783NEW
274TRGPTARGA RES CORP$2.2M0.03%HELD
275ABNBAIRBNB INC$2.2M0.03%70−0.4%
276ALABASTERA LABS INC$2.2M0.03%+20,000NEW
277FASTFASTENAL CO$2.2M0.03%HELD
278MPWRMONOLITHIC PWR SYS INC$2.2M0.03%72,969−97.3%
279DDOMINION ENERGY INC$2.2M0.03%HELD
280APOAPOLLO GLOBAL MGMT INC$2.1M0.03%HELD
281MNSTMONSTER BEVERAGE CORP NEW$2.1M0.03%HELD
282FTNTFORTINET INC$2.1M0.03%HELD
283ADSKAUTODESK INC$2.1M0.03%41−0.5%
284LITELUMENTUM HLDGS INC$2.1M0.03%+2,927NEW
285EXCEXELON CORP$2.1M0.03%+483+1.2%
286ZTSZOETIS INC$2.0M0.03%760−4.2%
287NXPINXP SEMICONDUCTORS N V$2.0M0.03%HELD
288TLYSTILLYS INC$2.0M0.03%HELD
289DELLDELL TECHNOLOGIES INC$2.0M0.03%172−1.4%
290KEYSKEYSIGHT TECHNOLOGIES INC$2.0M0.03%32−0.5%
291GWWWW GRAINGER INC$2.0M0.03%HELD
292XELXCEL ENERGY INC$1.9M0.03%HELD
293OXYOCCIDENTAL PETE CORP$1.9M0.03%296,000−90.9%
294EWEDWARDS LIFESCIENCES CORP$1.9M0.03%HELD
295URIUNITED RENTALS INC$1.9M0.03%12,026−82.3%
296FFORD MTR CO$1.9M0.03%1,199,000−88.2%
297IDXXIDEXX LABS INC$1.8M0.03%HELD
298BDXBECTON DICKINSON & CO$1.8M0.03%91−0.8%
299COHRCOHERENT CORP$1.8M0.03%+7,686NEW
300CVNACARVANA CO$1.8M0.03%HELD
301CARRCARRIER GLOBAL CORPORATION$1.8M0.03%244−0.8%
302RSGREPUBLIC SVCS INC$1.8M0.03%HELD
303XPOFXPONENTIAL FITNESS INC$1.8M0.03%+300,000NEW
304YUMYUM BRANDS INC$1.8M0.03%HELD
305DALDELTA AIR LINES INC$1.8M0.03%HELD
306PSAPUBLIC STORAGE OPER CO$1.8M0.03%HELD
307KRKROGER CO$1.7M0.03%1,096−4.4%
308FITBFIFTH THIRD BANCORP$1.7M0.03%+9,706+35.7%
309CMGCHIPOTLE MEXICAN GRILL INC$1.7M0.03%813−1.5%
310PYPLPAYPAL HLDGS INC$1.7M0.03%614−1.6%
311EBAYEBAY INC.$1.7M0.03%HELD
312PEGPUBLIC SVC ENTERPRISE GROUP$1.7M0.02%HELD
313ROKROCKWELL AUTOMATION INC$1.7M0.02%HELD
314EQTEQT CORP$1.6M0.02%HELD
315MSCIMSCI INC$1.6M0.02%80,068−96.4%
316COINCOINBASE GLOBAL INC$1.6M0.02%210−2.2%
317VTRVENTAS INC$1.6M0.02%+215+1.1%
318DDOGDATADOG INC$1.6M0.02%+116+0.9%
319NUENUCOR CORP$1.6M0.02%HELD
320NDAQNASDAQ INC$1.6M0.02%83−0.4%
321GRMNGARMIN LTD$1.6M0.02%209,100−96.9%
322ROPROPER TECHNOLOGIES INC$1.5M0.02%122,007−96.5%
323WECWEC ENERGY GROUP INC$1.5M0.02%HELD
324QQQINVESCO QQQ TR$1.5M0.02%20,082−88.3%
325FLWS1 800 FLOWERS COM INC$1.5M0.02%HELD
326DHID R HORTON INC$1.5M0.02%182−1.6%
327FANGDIAMONDBACK ENERGY INC$1.5M0.02%14,500−65.5%
328VMCVULCAN MATLS CO$1.5M0.02%HELD
329ODFLOLD DOMINION FREIGHT LINE IN$1.5M0.02%HELD
330KDPKEURIG DR PEPPER INC$1.5M0.02%439,200−88.7%
331MLMMARTIN MARIETTA MATLS INC$1.5M0.02%HELD
332CCICROWN CASTLE INC$1.5M0.02%HELD
333ADMARCHER DANIELS MIDLAND CO$1.4M0.02%HELD
334MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.02%346,133−94.0%
335ACGLARCH CAP GROUP LTD$1.4M0.02%148−1.0%
336TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.4M0.02%17,816−71.5%
337SYYSYSCO CORP$1.4M0.02%HELD
338AXONAXON ENTERPRISE INC$1.4M0.02%HELD
339FTREFORTREA HLDGS INC$1.4M0.02%HELD
340EMEEMCOR GROUP INC$1.4M0.02%HELD
341XYZBLOCK INC$1.4M0.02%HELD
342RMDRESMED INC$1.3M0.02%HELD
343HALHALLIBURTON CO$1.3M0.02%166−0.5%
344GEHCGE HEALTHCARE TECHNOLOGIES I$1.3M0.02%HELD
345AAGILENT TECHNOLOGIES INC$1.3M0.02%HELD
346KMBKIMBERLY-CLARK CORP$1.3M0.02%HELD
347DVNDEVON ENERGY CORP NEW$1.3M0.02%918,388−97.3%
348HSYHERSHEY CO$1.3M0.02%HELD
349ATOATMOS ENERGY CORP$1.3M0.02%+194+2.9%
350DTEDTE ENERGY CO$1.2M0.02%408,200−98.0%
351AEEAMEREN CORP$1.2M0.02%+233+2.1%
352IRMIRON MTN INC DEL$1.2M0.02%HELD
353OTISOTIS WORLDWIDE CORP$1.2M0.02%HELD
354FISVFISERV INC$1.2M0.02%HELD
355IBKRINTERACTIVE BROKERS GROUP IN$1.2M0.02%94,500−83.8%
356DOWDOW HLDGS INC$1.2M0.02%+323+1.1%
357UALUNITED AIRLS HLDGS INC$1.2M0.02%HELD
358CCL1EURCARNIVAL CORP$1.2M0.02%+2,593+5.8%
359PAYXPAYCHEX INC$1.2M0.02%62−0.5%
360CPRTCOPART INC$1.2M0.02%HELD
361CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.02%22,565−53.5%
362WATWATERS CORP$1.2M0.02%+1,591+65.1%
363VICIVICI PPTYS INC$1.2M0.02%HELD
364IQVIQVIA HLDGS INC$1.2M0.02%HELD
365TPRTAPESTRY INC$1.2M0.02%90−1.1%
366IRINGERSOLL RAND INC$1.2M0.02%148−1.0%
367TDYTELEDYNE TECHNOLOGIES INC$1.2M0.02%HELD
368PPLPPL CORP$1.2M0.02%HELD
369CNPCENTERPOINT ENERGY INC$1.2M0.02%HELD
370EIXEDISON INTL$1.2M0.02%HELD
371VSNTVERSANT MEDIA GROUP INC$1.2M0.02%+31,200NEW
372DOVDOVER CORP$1.2M0.02%99−1.8%
373JBLJABIL INC$1.1M0.02%51−1.2%
374EXREXTRA SPACE STORAGE INC$1.1M0.02%HELD
375WDAYWORKDAY INC$1.1M0.02%62,164−87.7%
376WTWWILLIS TOWERS WATSON PLC LTD$1.1M0.02%27−0.7%
377TPLTEXAS PACIFIC LAND CORPORATI$1.1M0.02%HELD
378EXPEEXPEDIA GROUP INC$1.1M0.02%HELD
379BIIBBIOGEN INC$1.1M0.02%HELD
380GCOGENESCO INC$1.1M0.02%112,173−74.8%
381AWKAMERICAN WTR WKS CO INC NEW$1.1M0.02%HELD
382VRSKVERISK ANALYTICS INC$1.1M0.02%1,618−22.1%
383FEFIRSTENERGY CORP$1.1M0.02%HELD
384DGDOLLAR GEN CORP$1.1M0.02%HELD
385HUBBHUBBELL INC$1.1M0.02%HELD
386NTRSNORTHERN TR CORP$1.1M0.02%114−1.5%
387ESEVERSOURCE ENERGY$1.1M0.02%HELD
388MTDMETTLER TOLEDO INTERNATIONAL$1.1M0.02%HELD
389CFGCITIZENS FINL GROUP INC$1.0M0.02%91,784−84.0%
390RJFRAYMOND JAMES FINL INC$1.0M0.02%37−0.5%
391FICOFAIR ISAAC CORP$1.0M0.02%HELD
392STLDSTEEL DYNAMICS INC$1.0M0.02%40,000−87.7%
393ONON SEMICONDUCTOR CORP$1.0M0.01%342−2.1%
394FISFIDELITY NATL INFORMATION SV$996K0.01%10−0.0%
395LYVLIVE NATION ENTERTAINMENT IN$987K0.01%HELD
396PPGPPG INDS INC$983K0.01%HELD
397TSCOTRACTOR SUPPLY CO$981K0.01%HELD
398CMSCMS ENERGY CORP$975K0.01%+86+0.7%
399OMCOMNICOM GROUP INC$971K0.01%16,379−55.9%
400ULTAULTA BEAUTY INC$951K0.01%19−1.0%
401AVBAVALONBAY CMNTYS INC$947K0.01%HELD
402RFREGIONS FINANCIAL CORP NEW$929K0.01%363−1.0%
403PHMPULTE GROUP INC$926K0.01%18,957−70.6%
404DRIDARDEN RESTAURANTS INC$925K0.01%48−1.0%
405ELLAUDER ESTEE COS INC$918K0.01%397−3.0%
406NINISOURCE INC$913K0.01%HELD
407LHLABCORP HOLDINGS INC$910K0.01%HELD
408CHDCHURCH & DWIGHT CO INC$906K0.01%140−1.4%
409VLTOVERALTO CORP$901K0.01%100,000−90.8%
410WSMWILLIAMS SONOMA INC$892K0.01%99−2.0%
411STESTERIS PLC$890K0.01%HELD
412EFXEQUIFAX INC$889K0.01%82−1.6%
413DGXQUEST DIAGNOSTICS INC$884K0.01%50−1.1%
414FSLRFIRST SOLAR INC$868K0.01%HELD
415ALBALBEMARLE CORP$867K0.01%HELD
416STZCONSTELLATION BRANDS INC$867K0.01%50,700−89.8%
417HUMHUMANA INC$856K0.01%32,800−86.9%
418SWSMURFIT WESTROCK PLC$854K0.01%HELD
419LYBLYONDELLBASELL INDUSTRIES NV$851K0.01%HELD
420VRSNVERISIGN INC$840K0.01%37−1.1%
421CPAYCORPAY INC$835K0.01%HELD
422EQREQUITY RESIDENTIAL$834K0.01%99−0.7%
423NTAPNETAPP INC$831K0.01%93−1.1%
424DLTRDOLLAR TREE INC$830K0.01%194−2.5%
425CFCF INDUSTRIES HOLD$830K0.01%HELD
426GISGENERAL MILLS INC$817K0.01%HELD
427LDOSLEIDOS HOLDINGS INC$815K0.01%HELD
428CHRWC H ROBINSON WORLDWIDE IN$805K0.01%HELD
429EXPDEXPEDITORS INTL WASH INC$787K0.01%HELD
430KHCKRAFT HEINZ CO$787K0.01%HELD
431PKGPACKAGING CORP AMER$778K0.01%HELD
432SNASNAP ON INC$778K0.01%HELD
433BRBROADRIDGE FINL SOLUTIONS IN$777K0.01%HELD
434EVRGEVERGY INC$774K0.01%HELD
435IPINTERNATIONAL PAPER CO$774K0.01%HELD
436DDDUPONT DE NEMOURS INC$768K0.01%409−2.4%
437LENLENNAR CORP$768K0.01%105,400−92.3%
438KEYKEYCORP$767K0.01%HELD
439IFFINTERNATIONAL FLAVORS&FRAGRA$763K0.01%HELD
440CHTRCHARTER COMMUNICATIONS INC$762K0.01%78−2.2%
441NVRNVR INC$758K0.01%1−0.9%
442LNTALLIANT ENERGY CORP$757K0.01%HELD
443LUVSOUTHWEST AIRLS CO$757K0.01%1,059−5.0%
444AMCRAMCOR PLC$752K0.01%+18,923NEW
445SBACSBA COMMUNICATIONS CORP$752K0.01%HELD
446WSTWEST PHARMACEUTICAL SVSC INC$740K0.01%HELD
447ZBHZIMMER BIOMET HOLDINGS INC$735K0.01%HELD
448WYWEYERHAEUSER CO$723K0.01%HELD
449HPQHP INC$723K0.01%685−1.8%
450MRNAMODERNA INC$722K0.01%HELD
451FTVFORTIVE CORP$710K0.01%173−1.3%
452BGBUNGE GLOBAL SA$706K0.01%HELD
453CSGPCOSTAR GROUP INC$701K0.01%HELD
454PTCPTC INC$695K0.01%35,039−87.8%
455AKAMAKAMAI TECHNOLOGIES INC$676K0.01%HELD
456LVSLAS VEGAS SANDS CORP$672K0.01%HELD
457FFIVF5 INC$670K0.01%41−1.7%
458LULULULULEMON ATHLETICA INC$670K0.01%200,048−97.9%
459JBHTHUNT J B TRANS SVCS INC$654K0.01%HELD
460GPNGLOBAL PMTS INC$653K0.01%58,000−85.7%
461BALLBALL CORP$649K0.01%HELD
462SATSECHOSTAR CORP$646K0.01%+5,519NEW
463CDWCDW CORP$646K0.01%HELD
464INCYINCYTE CORP$645K0.01%+121+1.8%
465ROLROLLINS INC$643K0.01%HELD
466ESSESSEX PPTY TR INC$640K0.01%HELD
467VTRSVIATRIS INC$638K0.01%HELD
468TRMBTRIMBLE INC$637K0.01%HELD
469CNCCENTENE CORP DEL$627K0.01%HELD
470TXTTEXTRON INC$625K0.01%84−1.2%
471KIMKIMCO REALTY CORP$625K0.01%HELD
472APAAPA CORPORATION$617K0.01%144−1.0%
473JJACOBS SOLUTIONS INC$613K0.01%91−1.9%
474HIIHUNTINGTON INGALLS INDS INC$612K0.01%HELD
475LIILENNOX INTL INC$609K0.01%HELD
476PODDINSULET CORP$606K0.01%HELD
477APTVAPTIV PLC$606K0.01%136−1.5%
478TYLTYLER TECHNOLOGIES INC$604K0.01%HELD
479MAAMID-AMER APT CMNTYS INC$587K0.01%HELD
480PNRPENTAIR PLC$586K0.01%HELD
481IEXIDEX CORP$586K0.01%HELD
482DECKDECKERS OUTDOOR CORP$582K0.01%156−2.6%
483NDSNNORDSON CORP$577K0.01%70,334−97.0%
484INVHINVITATION HOMES INC$575K0.01%HELD
485COOCOOPER COS INC$574K0.01%154−1.9%
486TKOTKO GROUP HOLDINGS INC$548K0.01%HELD
487AVYAVERY DENNISON CORP$547K0.01%HELD
488RLRALPH LAUREN CORP$546K0.01%2,035−56.2%
489EGEVEREST GROUP LTD$546K0.01%52−3.0%
490MKCMCCORMICK & CO INC$524K0.01%HELD
491BBYBEST BUY INC$514K0.01%HELD
492CLXCLOROX CO DEL$514K0.01%63−1.3%
493ALLEALLEGION PLC$512K0.01%HELD
494HASHASBRO INC$512K0.01%HELD
495REGREGENCY CTRS CORP$507K0.01%HELD
496MASMASCO CORP$504K0.01%168−2.0%
497HSTHOST HOTELS & RESORTS INC$503K0.01%HELD
498PNWPINNACLE WEST CAP CORP$494K0.01%HELD
499FOXAFOX CORP$481K0.01%314−3.7%
500GNRCGENERAC HLDGS INC$470K0.01%HELD

Source: SEC EDGAR · accession 0001597694-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.