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Institutional

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

CIK 0000922127
$8.80B
Reported AUM
1,363
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC · Q1 2026

AI · grounded in 13F

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC closed its position in JPM, reducing exposure by $100.67M. The fund also exited positions in COST and WMT2, totaling $41.63M and $32.73M respectively. On the buy side, the manager established new positions in TTE for $25.77M and AZN for $24.19M. Additionally, the fund increased its holdings in ARWR by 1066.33% and VRT by 138.47%.

Portfolio · Q1 2026

NVDA$466.0MAAPL$408.3MMSFTAMZNGOOGLAVGOLQDOther$5.16BML

Top holdings· first 500 of 1363

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%$466.0M5.30%26,604−1.0%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$408.3M4.64%26,391−1.6%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$303.1M3.45%9,099−1.1%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$220.6M2.51%6,065−0.6%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$187.6M2.13%8,299−1.3%
6AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$163.1M1.85%3,410−0.6%
7LQDISHARES TR$108.17-0.62%6.23%-3.50%$149.1M1.69%HELD
8GOOGALPHABET INC$365.76-0.95%109.82%172.71%$142.7M1.62%1,879−0.4%
9METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$133.7M1.52%1,687−0.7%
10TSLATESLA INC$391.00-6.56%32.48%70.69%$111.6M1.27%2,581−0.9%
11BRK/BBERKSHIRE HATHAWAY INC DEL$93.3M1.06%3,249−1.6%
12LLYELI LILLY & CO$1131.420.55%48.00%387.10%$79.8M0.91%1,065−1.2%
13XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$75.4M0.86%8,333−1.8%
14JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$67.1M0.76%3,038−1.1%
15WMTWALMART INC$118.880.97%22.99%166.67%$59.3M0.67%9,239−1.9%
16VVISA INC$323.571.06%-11.91%36.33%$57.8M0.66%3,788−1.9%
17MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$46.3M0.53%1,523−1.6%
18ABBVABBVIE INC$227.231.02%23.60%135.68%$43.7M0.50%2,114−1.0%
19NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$43.2M0.49%5,909−1.3%
20MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$41.0M0.47%353−0.3%
21CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$38.8M0.44%1,260−2.3%
22HDHOME DEPOT INC$310.780.27%-12.61%7.24%$36.5M0.41%1,667−1.5%
23PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$35.7M0.41%3,717−1.5%
24PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$35.5M0.40%2,316−0.9%
25AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$35.2M0.40%1,411−0.8%
26BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$34.4M0.39%15,608−2.2%
27GEGE AEROSPACE$328.000.11%28.99%419.83%$33.0M0.38%1,890−1.6%
28LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$32.8M0.37%2,597−1.7%
29CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$32.6M0.37%2,895−0.7%
30MRKMERCK & CO INC$120.790.44%58.51%82.35%$31.7M0.36%2,536−1.0%
31KOCOCA COLA CO$79.483.46%$31.3M0.36%3,955−1.0%
32PMPHILIP MORRIS INTL INC$178.291.89%$30.3M0.34%1,979−1.1%
33AMATAPPLIED MATLS INC$453.01-9.71%$30.0M0.34%750−0.8%
34IEMGISHARES INC$78.63-6.40%$29.3M0.33%7,284−1.7%
35RTXRTX CORPORATION$180.990.88%$28.9M0.33%1,485−1.0%
36GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$28.7M0.33%380−1.1%
37VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$28.4M0.32%9,121−1.7%
38GEVGE VERNOVA INC$933.61-3.09%$27.4M0.31%+164+0.5%
39ORCLORACLE CORP$213.68-9.59%$26.5M0.30%244−0.1%
40UNHUNITEDHEALTH GROUP INC$399.470.76%$26.0M0.30%926−1.0%
41TTETOTALENERGIES SE$88.71-1.62%$25.8M0.29%+275,760NEW
42AITAPPLIED INDL TECHNOLOGIES IN$315.290.52%$25.4M0.29%616−0.6%
43LINLINDE PLC$507.900.09%$24.6M0.28%469−0.9%
44AZNASTRAZENECA PLC$185.952.28%$24.2M0.27%+124,535NEW
45IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$24.1M0.27%954−1.0%
46MCDMCDONALDS CORP$279.842.61%$24.0M0.27%721−0.9%
47TAT&T INC$22.75-0.09%$23.7M0.27%18,604−2.2%
48MSMORGAN STANLEY$211.93-2.90%$23.6M0.27%2,417−1.7%
49EMXCISHARES INC$93.90-7.65%$23.6M0.27%5,195−1.7%
50VZVERIZON COMMUNICATIONS INC$45.371.11%$23.4M0.27%4,214−0.9%
51CCITIGROUP INC$132.47-1.98%$23.3M0.26%7,020−3.3%
52PEPPEPSICO INC$141.92-0.16%$22.6M0.26%1,456−1.0%
53INTCINTEL CORP$99.17-11.28%$22.0M0.25%+17,947+3.7%
54NEENEXTERA ENERGY INC$85.840.19%$21.6M0.25%2,543−1.1%
55KLACKLA CORP$1929.20-9.47%$21.3M0.24%128−0.9%
56GILDGILEAD SCIENCES INC$129.16-0.02%$21.2M0.24%1,689−1.1%
57TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$20.4M0.23%385−0.9%
58TJXTJX COS INC NEW$160.711.31%$20.2M0.23%+361+0.3%
59RBCRBC BEARINGS INC$590.090.06%$20.2M0.23%1,288−3.3%
60AMGNAMGEN INC$349.581.15%$20.2M0.23%531−0.9%
61MLIMUELLER INDS INC$132.800.17%$20.2M0.23%4,563−2.4%
62CRMSALESFORCE INC$185.66-1.64%$20.1M0.23%+2,999+2.9%
63BKNGBOOKING HOLDINGS INC$165.84-0.99%$19.8M0.23%+222+5.0%
64COPCONOCOPHILLIPS$117.14-1.75%$19.4M0.22%2,677−1.8%
65FNFABRINET$621.25-13.09%$19.1M0.22%1,241−3.3%
66INDAISHARES TR$47.34-1.42%$19.0M0.22%7,048−1.7%
67ABTABBOTT LABORATORIES$91.070.32%$19.0M0.22%1,776−1.0%
68STRLSTERLING INFRASTRUCTURE INC$882.43-11.20%$18.8M0.21%7,036−13.2%
69WMBWILLIAMS COS INC$71.96-0.65%$18.7M0.21%8,956−3.4%
70TXNTEXAS INSTRS INC$285.06-6.65%$18.7M0.21%1,036−1.1%
71DISDISNEY WALT CO$99.710.37%$18.2M0.21%3,275−1.7%
72EMEEMCOR GROUP INC$817.44-3.31%$18.0M0.20%+737+3.1%
73ESEESCO TECHNOLOGIES INC$292.640.23%$17.9M0.20%13,468−17.5%
74DBDEUTSCHE BK AG$31.51-2.14%$17.9M0.20%99,797−13.9%
75SCHWSCHWAB CHARLES CORP$88.840.95%$17.7M0.20%2,105−1.1%
76ISRGINTUITIVE SURGICAL INC$422.060.77%$17.5M0.20%282−0.7%
77AXPAMERICAN EXPRESS CO$310.66-0.60%$17.2M0.20%729−1.3%
78UNPUNION PAC CORP$272.323.19%$17.2M0.20%909−1.3%
79BABOEING CO$215.45-0.91%$17.1M0.19%+2,228+2.7%
80PFEPFIZER INC$26.041.36%$17.0M0.19%5,809−1.0%
81VRTVERTIV HOLDINGS CO$300.51-7.23%$16.9M0.19%+39,124+138.5%
82ADIANALOG DEVICES INC$401.39-6.38%$16.8M0.19%101−0.2%
83ONTOONTO INNOVATION INC$253.24-7.83%$16.6M0.19%+24,093+42.3%
84AMEAMETEK INC$226.55-0.97%$16.2M0.18%483−0.6%
85AEISADVANCED ENERGY INDS$294.81-8.14%$15.8M0.18%+10,061+25.8%
86PANWPALO ALTO NETWORKS INC$272.05-2.58%$15.8M0.18%+19,841+25.2%
87UBERUBER TECHNOLOGIES INC$70.71-2.08%$15.8M0.18%4,200−1.9%
88TDWTIDEWATER INC NEW$72.48-2.42%$15.7M0.18%+5,934+3.3%
89ETNEATON CORP PLC$395.94-5.42%$15.7M0.18%487−1.1%
90BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$15.6M0.18%3,151−1.2%
91MRCYMERCURY SYS INC$111.27-5.56%$15.4M0.18%7,611−3.5%
92WELLWELLTOWER INC$206.933.03%$15.3M0.17%+469+0.6%
93HONHONEYWELL INTL INC$213.97-1.69%$15.2M0.17%650−1.0%
94NEMNEWMONT CORP$99.71-7.96%$15.2M0.17%+2,231+1.6%
95DEDEERE & CO$583.44-1.40%$15.1M0.17%1,605−5.6%
96PRPERMIAN RESOURCES CORP$19.17-4.91%$15.0M0.17%8,324−1.2%
97ANETARISTA NETWORKS INC$154.27-7.07%$15.0M0.17%+1,326+1.1%
98MODMODINE MFG CO$276.51-8.20%$14.9M0.17%170−0.2%
99OVVOVINTIV INC$56.70-4.37%$14.8M0.17%3−0.0%
100BLKBLACKROCK INC$995.60-2.64%$14.8M0.17%146−0.9%
101FFINFIRST FINL BANKSHARES INC$14.7M0.17%6,279−1.2%
102QCOMQUALCOMM INC$14.6M0.17%1,512−1.3%
103INTUINTUIT$14.3M0.16%401−1.2%
104LOWLOWES COS INC$14.1M0.16%553−0.9%
105UTHRUNITED THERAPEUTICS CORP DEL$14.0M0.16%1,278−5.1%
106SPGIS&P GLOBAL INC$13.8M0.16%739−2.2%
107HWMHOWMET AEROSPACE INC$13.8M0.16%+3,169+5.6%
108EWYISHARES INC$13.6M0.15%1,921−1.7%
109NOGNORTHERN OIL & GAS INC$13.5M0.15%1,330−0.3%
110TMHCTAYLOR MORRISON HOME CORP$13.3M0.15%4,188−1.8%
111PLDPROLOGIS INC.$13.1M0.15%866−0.9%
112NRGNRG ENERGY INC$13.0M0.15%+1,041+1.2%
113MUSAMURPHY USA INC$13.0M0.15%2,499−8.7%
114LMTLOCKHEED MARTIN CORP$13.0M0.15%332−1.5%
115ACNACCENTURE PLC IRELAND$13.0M0.15%1,143−1.7%
116CCKCROWN HLDGS INC$13.0M0.15%4,854−3.6%
117HLTHILTON WORLDWIDE HLDGS INC$12.9M0.15%627−1.5%
118AHRAMERICAN HEALTHCARE REIT INC$12.9M0.15%+9,230+3.5%
119PHPARKER-HANNIFIN CORP$12.9M0.15%127−0.9%
120LHXL3HARRIS TECHNOLOGIES INC$12.8M0.15%+1,522+4.3%
121WHWYNDHAM HOTELS & RESORTS INC$12.7M0.14%3,186−2.0%
122FTITECHNIPFMC PLC$12.7M0.14%+14,738+8.8%
123MPCMARATHON PETE CORP$12.6M0.14%+15,951+44.7%
124CBCHUBB LTD SWITZ$12.6M0.14%613−1.6%
125CURBCURBLINE PPTYS CORP$12.5M0.14%2,500−0.5%
126MCKMCKESSON CORP$12.4M0.14%273−1.9%
127ETRENTERGY CORP NEW$12.4M0.14%43−0.0%
128PGRPROGRESSIVE CORP$12.4M0.14%623−1.0%
129NOWSERVICENOW INC$12.2M0.14%+1,091+0.9%
130COFCAPITAL ONE FINL CORP$12.1M0.14%1,774−2.6%
131SYKSTRYKER CORPORATION$12.1M0.14%313−0.8%
132GLWCORNING INC$12.1M0.14%+5,139+6.1%
133VRTXVERTEX PHARMACEUTICALS INC$12.0M0.14%230−0.8%
134CMCSACOMCAST CORP NEW$12.0M0.14%9,978−2.3%
135MDTMEDTRONIC PLC$11.8M0.13%1,328−1.0%
136AMPAMERIPRISE FINL INC$11.8M0.13%1,608−5.7%
137RCLROYAL CARIBBEAN GROUP$11.8M0.13%+991+2.4%
138SNDKSANDISK CORP$11.8M0.13%+3,667+24.6%
139MOALTRIA GROUP INC$11.8M0.13%1,715−1.0%
140ROSTROSS STORES INC$11.7M0.13%+13,694+33.9%
141IDXXIDEXX LABS INC$11.7M0.13%248−1.2%
142TMUST-MOBILE US INC$11.6M0.13%1,438−2.5%
143KWRQUAKER HOUGHTON$11.6M0.13%8,551−8.4%
144ARWRARROWHEAD PHARMACEUTICALS IN$11.6M0.13%+168,502+1066.3%
145TDYTELEDYNE TECHNOLOGIES INC$11.5M0.13%391−2.0%
146APPAPPLOVIN CORP$11.5M0.13%241−0.8%
147RLIRLI CORP$11.4M0.13%3,997−2.0%
148RMBSRAMBUS INC DEL$11.4M0.13%3,779−2.8%
149ADBEADOBE INC$11.4M0.13%3,760−7.4%
150IBPINSTALLED BLDG PRODS INC$11.4M0.13%727−1.7%
151CMECME GROUP INC$11.3M0.13%365−0.9%
152SOSOUTHERN CO$11.3M0.13%1,115−0.9%
153WTFCWINTRUST FINL CORP$11.2M0.13%2,602−3.1%
154PJTPJT PARTNERS INC$11.2M0.13%325−0.4%
155THCTENET HEALTHCARE CORP$11.2M0.13%2,960−4.7%
156BKRBAKER HUGHES COMPANY$11.2M0.13%1,643−0.9%
157CRWDCROWDSTRIKE HLDGS INC$11.0M0.12%133−0.5%
158UMBFUMB FINL CORP$11.0M0.12%2,858−2.9%
159BKBANK NEW YORK MELLON CORP$10.9M0.12%+17,367+23.2%
160TTTRANE TECHNOLOGIES PLC$10.9M0.12%1,105−4.0%
161BLFSBIOLIFE SOLUTIONS INC$10.9M0.12%2,734−0.5%
162SBUXSTARBUCKS CORP$10.9M0.12%896−0.7%
163DUKDUKE ENERGY CORP NEW$10.8M0.12%790−0.9%
164FSSFEDERAL SIGNAL CORP$10.8M0.12%229−0.2%
165AERAERCAP HOLDINGS NV$10.5M0.12%1,333−1.7%
166MTBM & T BK CORP$10.5M0.12%636−1.2%
167QUREQUANTA SVCS INC$10.5M0.12%903−4.5%
168SFBSSERVISFIRST BANCSHARES INC$10.4M0.12%6,205−4.2%
169EXEEXPAND ENERGY CORPORATION$10.4M0.12%+1,255+1.3%
170CASYCASEYS GEN STORES INC$10.3M0.12%1,271−8.2%
171CVSCVS HEALTH CORP$10.3M0.12%1,262−0.9%
172EWBCEAST WEST BANCORP INC$10.2M0.12%9,694−9.2%
173EQIXEQUINIX INC$10.2M0.12%91−0.9%
174SSBSOUTHSTATE BK CORP$10.1M0.12%4,359−3.8%
175MCHIISHARES TR$10.1M0.11%3,114−1.7%
176ACGLARCH CAP GROUP LTD$10.1M0.11%979−0.9%
177BSXBOSTON SCIENTIFIC CORP$9.9M0.11%1,398−0.9%
178PFGCPERFORMANCE FOOD GROUP CO$9.9M0.11%9,626−7.7%
179TDSTELEPHONE & DATA SYS INC$9.9M0.11%1,643−0.7%
180MKSIMKS INC.$9.9M0.11%2,280−5.0%
181MTNVAIL RESORTS INC$9.9M0.11%33,439−30.2%
182FDXFEDEX CORP$9.9M0.11%484−1.7%
183WDCWESTERN DIGITAL CORP$9.8M0.11%652−1.8%
184COKECOCA COLA CONS INC$9.7M0.11%1,937−3.7%
185NOCNORTHROP GRUMMAN CORP$9.7M0.11%218−1.5%
186CWCURTISS WRIGHT CORP$9.6M0.11%1,218−7.9%
187ROPROPER TECHNOLOGIES INC$9.6M0.11%316−1.2%
188CORCENCORA INC$9.6M0.11%+941+3.2%
189UFPIUFP INDUSTRIES INC$9.5M0.11%13,998−12.0%
190ICEINTERCONTINENTAL EXCHANGE IN$9.5M0.11%819−1.3%
191VNTVONTIER CORPORATION$9.4M0.11%+442+0.2%
192TTWOTAKE-TWO INTERACTIVE SOFTWAR$9.4M0.11%269−0.6%
193DVNDEVON ENERGY CORP NEW$9.4M0.11%1,762−0.9%
194CTVACORTEVA INC$9.4M0.11%+4,030+3.7%
195CLCOLGATE PALMOLIVE CO$9.3M0.11%1,287−1.2%
196HWCHANCOCK WHITNEY CORPORATION$9.3M0.11%13,105−8.2%
197VLOVALERO ENERGY CORP$9.3M0.11%507−1.3%
198KRYSKRYSTAL BIOTECH INC$9.3M0.11%1,410−3.8%
199HCAHCA HEALTHCARE INC$9.3M0.11%618−3.1%
200CEGCONSTELLATION ENERGY CORP$9.3M0.11%388−1.2%
201GDGENERAL DYNAMICS CORP$9.2M0.11%232−0.9%
202FLEXFLEX LTD$9.2M0.10%12,996−8.4%
203EOGEOG RES INC$9.2M0.10%550−0.9%
204BXBLACKSTONE INC$9.2M0.10%+343+0.4%
205CHKPCHECK POINT SOFTWARE TECH LT$9.2M0.10%5,713−8.2%
206SRSPIRE INC$9.1M0.10%2,474−2.4%
207STXSEAGATE TECHNOLOGY HLDNGS PL$9.1M0.10%198−0.8%
208WMWASTE MGMT INC DEL$9.1M0.10%329−0.8%
209EVRGEVERGY INC$9.0M0.10%664−0.6%
210VSECVSE CORP$8.9M0.10%2,221−4.4%
211CRCRANE COMPANY$8.9M0.10%1,764−3.3%
212PNCPNC FINL SVCS GROUP INC$8.9M0.10%+853+2.0%
213MRSHMARSH & MCLENNAN COS INC$8.9M0.10%1,113−2.1%
214GGGGRACO INC$8.9M0.10%5,669−5.1%
215STVNSTEVANATO GROUP S P A$8.9M0.10%3,075−0.5%
216NPOENPRO INC$8.9M0.10%7,215−17.0%
217FITBFIFTH THIRD BANCORP$8.8M0.10%+14,357+8.2%
218XPOXPO INC$8.7M0.10%3,960−8.1%
219ADPAUTOMATIC DATA PROCESSING IN$8.7M0.10%601−1.4%
220CORZCORE SCIENTIFIC INC NEW$8.7M0.10%2,588−0.4%
221CSLCARLISLE COS INC$8.7M0.10%2,124−7.5%
222CITHE CIGNA GROUP$8.7M0.10%762−2.3%
223USBUS BANCORP$8.6M0.10%1,573−0.9%
224AMTAMERICAN TOWER CORP$8.6M0.10%474−0.9%
225SNPSSYNOPSYS INC$8.6M0.10%+405+1.9%
226JCIJOHNSON CONTROLS INTERNATION$8.5M0.10%520−0.8%
227NOVTNOVANTA INC$8.5M0.10%1,330−1.8%
228MPWRMONOLITHIC PWR SYS INC$8.4M0.10%+741+10.6%
229BKHBLACK HILLS CORP$8.4M0.10%3,136−2.5%
230TTMITTM TECHNOLOGIES INC$8.4M0.10%+51,049+146.1%
231SAIASAIA INC$8.4M0.10%936−3.8%
232REGNREGENERON PHARMACEUTICALS$8.3M0.09%101−0.9%
233ORLYOREILLY AUTOMOTIVE INC$8.3M0.09%1,087−1.2%
234CLHCLEAN HARBORS INC$8.2M0.09%2,592−8.3%
235WWDWOODWARD INC$8.2M0.09%2,111−8.5%
236SLBSLB LIMITED$8.2M0.09%1,364−0.9%
237MMM3M CO$8.1M0.09%1,017−1.8%
238CSXCSX CORP$8.1M0.09%2,160−1.1%
239SFSTIFEL FINL CORP$8.1M0.09%+32,646+42.8%
240CDNSCADENCE DESIGN SYSTEM INC$8.0M0.09%277−0.9%
241KRGKITE RLTY GROUP TR$7.9M0.09%8,865−2.7%
242NWENORTHWESTERN ENERGY GROUP IN$7.9M0.09%2,688−2.2%
243HQYHEALTHEQUITY INC$7.9M0.09%3,309−3.4%
244SYBTSTOCK YDS BANCORP INC$7.9M0.09%3,362−2.7%
245CMICUMMINS INC$7.9M0.09%126−0.8%
246RGLDROYAL GOLD INC$7.9M0.09%2,670−7.9%
247MDLZMONDELEZ INTL INC$7.9M0.09%2,211−1.6%
248NINISOURCE INC$7.9M0.09%1,018−0.6%
249SHWSHERWIN WILLIAMS CO$7.9M0.09%231−0.9%
250EMREMERSON ELEC CO$7.8M0.09%546−0.9%
251PSXPHILLIPS 66$7.8M0.09%408−0.9%
252USFDUS FOODS HLDG CORP$7.8M0.09%8,266−8.9%
253CMCCOMMERCIAL METALS CO$7.8M0.09%+14,179+12.6%
254VSTVISTRA CORP$7.8M0.09%2,837−5.2%
255VALVALARIS LTD$7.8M0.09%2,395−2.9%
256BURLBURLINGTON STORES INC$7.8M0.09%2,088−8.1%
257ECLECOLAB INC$7.8M0.09%256−0.9%
258UPSUNITED PARCEL SVCS INC$7.7M0.09%747−0.9%
259MTRNMATERION CORP$7.7M0.09%258−0.5%
260CRDOCREDO TECHNOLOGY GROUP HOLDI$7.7M0.09%203−0.2%
261RACEFERRARI N V$7.7M0.09%392−1.7%
262MARMARRIOTT INTL INC NEW$7.6M0.09%524−2.2%
263SSDSIMPSON MFG INC$7.6M0.09%1,579−3.4%
264MSIMOTOROLA SOLUTIONS INC$7.6M0.09%265−1.5%
265HIGHARTFORD INSURANCE GROUP INC$7.6M0.09%2,700−4.6%
266CBRECBRE GROUP INC$7.6M0.09%+4,847+9.4%
267HLIHOULIHAN LOKEY INC$7.6M0.09%1,941−3.5%
268MCOMOODYS CORP$7.6M0.09%+952+5.8%
269ATIATI INC$7.6M0.09%4,477−7.9%
270MTZMASTEC INC$7.6M0.09%2,022−7.9%
271FIXCOMFORT SYS USA INC$7.6M0.09%43−0.8%
272AEPAMERICAN ELEC PWR CO INC$7.5M0.09%+53+0.1%
273DLRDIGITAL RLTY TR INC$7.5M0.09%609−1.4%
274CRSCARPENTER TECHNOLOGY CORP$7.5M0.09%1,646−7.9%
275CRHCRH PLC$7.5M0.09%671−0.9%
276AONAON PLC$7.4M0.08%265−1.1%
277SPXCSPX TECHNOLOGIES INC$7.3M0.08%1,686−4.4%
278NVTNVENT ELECTRIC PLC$7.3M0.08%5,318−7.9%
279TWLOTWILIO INC$7.3M0.08%4,997−7.9%
280ALLALLSTATE CORP$7.3M0.08%473−1.3%
281ATOATMOS ENERGY CORP$7.3M0.08%+281+0.7%
282BRXBRIXMOR PPTY GROUP INC$7.3M0.08%7,633−2.9%
283ITWILLINOIS TOOL WKS INC$7.3M0.08%451−1.6%
284WBDWARNER BROS DISCOVERY INC$7.2M0.08%2,467−0.9%
285ILMNILLUMINA INC$7.2M0.08%4,998−7.9%
286ESNTESSENT GROUP LTD$7.2M0.08%28,023−18.5%
287BWXTBWX TECHNOLOGIES INC$7.2M0.08%3,013−7.9%
288GMGENERAL MTRS CO$7.2M0.08%4,017−4.0%
289POWLPOWELL INDS INC$7.1M0.08%+1,413+12.0%
290GABCGERMAN AMERN BANCORP INC$7.1M0.08%1,230−0.7%
291PPURE STORAGE INC$7.1M0.08%9,727−7.5%
292AXSMAXSOME THERAPEUTICS INC$7.1M0.08%104−0.2%
293GLPIGAMING & LEISURE PPTYS INC$7.0M0.08%11,229−6.6%
294EFSCENTERPRISE FINL SVCS CORP$7.0M0.08%935−0.7%
295KMIKINDER MORGAN INC DEL$7.0M0.08%1,983−0.9%
296VTRVENTAS INC$7.0M0.08%53−0.1%
297TDGTRANSDIGM GROUP INC$6.9M0.08%42−0.7%
298ELVELEVANCE HEALTH INC FORMERLY$6.9M0.08%381−1.6%
299APDAIR PRODUCTS AND CHEMICALS I$6.9M0.08%213−0.9%
300NXTNEXTPOWER INC$6.9M0.08%4,856−7.9%
301NSCNORFOLK SOUTHN CORP$6.9M0.08%208−0.9%
302ENTGENTEGRIS INC$6.8M0.08%4,843−7.7%
303RBARB GLOBAL INC$6.8M0.08%6,120−7.9%
304KKRKKR & CO INC$6.8M0.08%686−0.9%
305SRESEMPRA$6.7M0.08%660−0.9%
306EXPOEXPONENT INC$6.7M0.08%+27,115+35.6%
307XENEXENON PHARMACEUTICALS INC$6.7M0.08%494−0.4%
308TRVTRAVELERS COMPANIES INC$6.7M0.08%953−4.0%
309WTWISDOMTREE INC$6.7M0.08%+446,858+3403.1%
310NKENIKE INC$6.7M0.08%972−0.8%
311MOG/AMOOG INC$6.7M0.08%+19,486+599.8%
312CPKCHESAPEAKE UTILS CORP$6.6M0.08%121−0.2%
313HTOH2O AMERICA$6.6M0.08%286−0.3%
314AAALCOA CORP$6.6M0.07%8,533−7.9%
315DDOGDATADOG INC$6.6M0.07%119−0.2%
316TELTE CONNECTIVITY PLC$6.5M0.07%379−1.2%
317KTOSKRATOS DEFENSE & SEC SOLUTIO$6.5M0.07%+21,375+30.4%
318PCARPACCAR INC$6.5M0.07%511−0.9%
319SPGSIMON PPTY GROUP INC NEW$6.5M0.07%463−1.3%
320CONCONCENTRA GROUP HOLDINGS PAR$6.4M0.07%2,078−0.7%
321IOSPINNOSPEC INC$6.4M0.07%458−0.5%
322LMATLEMAITRE VASCULAR INC$6.4M0.07%141−0.2%
323RLRALPH LAUREN CORP$6.3M0.07%+1,241+7.2%
324CTRECARETRUST REIT INC$6.3M0.07%+147,367+577.4%
325MDGLMADRIGAL PHARMACEUTICALS INC$6.3M0.07%31−0.3%
326ITTITT INC$6.3M0.07%2,416−6.8%
327SBRASABRA HEALTH CARE REIT INC$6.3M0.07%83,986−20.5%
328MNSTMONSTER BEVERAGE CORP NEW$6.2M0.07%+9,040+11.8%
329GWREGUIDEWIRE SOFTWARE INC$6.2M0.07%2,835−6.4%
330TFCTRUIST FINL CORP$6.2M0.07%3,080−2.2%
331MLMMARTIN MARIETTA MATLS INC$6.1M0.07%+356+3.5%
332CTASCINTAS CORP$6.1M0.07%523−1.4%
333CPTCAMDEN PPTY TR$6.1M0.07%663−1.1%
334RSRELIANCE INC$6.1M0.07%1,724−7.9%
335MSCIMSCI INC$6.1M0.07%268−2.3%
336OKEONEOK INC NEW$6.0M0.07%639−0.9%
337INSMINSMED INC$6.0M0.07%12,199−24.9%
338CYTKCYTOKINETICS INC$6.0M0.07%4,351−4.6%
339OREALTY INCOME CORP$6.0M0.07%931−0.9%
340DASHDOORDASH INC$6.0M0.07%379−0.9%
341APGAPI GROUP CORP$6.0M0.07%7,005−4.5%
342AZOAUTOZONE INC$6.0M0.07%919−34.3%
343SGISOMNIGROUP INTERNATIONAL INC$5.9M0.07%6,917−7.9%
344ACAARCOSA INC$5.9M0.07%350−0.6%
345AJGGALLAGHER ARTHUR J & CO$5.9M0.07%243−0.9%
346IQVIQVIA HLDGS INC$5.9M0.07%+1,082+3.2%
347TGTTARGET CORP$5.8M0.07%629−1.3%
348HOODROBINHOOD MKTS INC$5.8M0.07%372−0.4%
349NLYANNALY CAPITAL MANAGEMENT IN$5.8M0.07%8,956−3.2%
350CIENCIENA CORP$5.8M0.07%43,724−74.5%
351NXPINXP SEMICONDUCTORS N V$5.8M0.07%256−0.9%
352MTSIMACOM TECH SOLUTIONS HLDGS I$5.8M0.07%757−2.8%
353PRIPRIMERICA INC$5.7M0.07%13,271−36.7%
354TRGPTARGA RES CORP$5.7M0.07%218−0.9%
355WKWORKIVA INC$5.7M0.07%247−0.3%
356WPCWP CAREY INC$5.7M0.06%7,221−7.9%
357ABNBAIRBNB INC$5.7M0.06%613−1.3%
358FASTFASTENAL CO$5.7M0.06%1,146−0.9%
359EXLSEXLSERVICE HOLDINGS INC$5.7M0.06%6,143−3.2%
360TPRTAPESTRY INC$5.6M0.06%1,156−2.8%
361TRNOTERRENO RLTY CORP$5.6M0.06%378−0.4%
362DDOMINION ENERGY INC$5.6M0.06%865−0.9%
363TLNTALEN ENERGY CORP$5.6M0.06%1,507−7.9%
364CWSTCASELLA WASTE SYS INC$5.6M0.06%154−0.2%
365ADUSADDUS HOMECARE CORP$5.5M0.06%143−0.2%
366BMRNBIOMARIN PHARMACEUTICAL INC$5.5M0.06%+18,084+22.6%
367ADMARCHER DANIELS MIDLAND CO$5.5M0.06%+24,170+46.8%
368JLLJONES LANG LASALLE INC$5.5M0.06%1,556−7.9%
369APOAPOLLO GLOBAL MGMT INC$5.5M0.06%470−0.9%
370FTNTFORTINET INC$5.5M0.06%642−0.9%
371AFGAMERICAN FINL GROUP INC OHIO$5.5M0.06%2,343−5.2%
372TOLTOLL BROTHERS INC$5.5M0.06%4,496−10.1%
373AFLAFLAC INC$5.4M0.06%997−2.0%
374ADSKAUTODESK INC$5.4M0.06%323−1.4%
375SYNASYNAPTICS INC$5.3M0.06%1,835−2.3%
376TRUTRANSUNION$5.3M0.06%7,141−8.5%
377LITELUMENTUM HLDGS INC$5.3M0.06%21,915−74.3%
378EXCEXELON CORP$5.3M0.06%+316+0.3%
379ZTSZOETIS INC$5.3M0.06%2,415−5.1%
380CAHCARDINAL HEALTH INC$5.3M0.06%476−1.9%
381AGYSAGILYSYS INC$5.3M0.06%164−0.2%
382LECOLINCOLN ELEC HLDGS INC$5.3M0.06%1,814−7.9%
383DTMDT MIDSTREAM INC$5.2M0.06%3,352−7.9%
384DELLDELL TECHNOLOGIES INC$5.2M0.06%754−2.3%
385VCELVERICEL CORP$5.2M0.06%704−0.4%
386NYTNEW YORK TIMES CO$5.2M0.06%5,323−7.9%
387KEYSKEYSIGHT TECHNOLOGIES INC$5.2M0.06%210−1.1%
388BDXBECTON DICKINSON & CO$5.1M0.06%591−1.8%
389RGAREINSURANCE GRP OF AMERICA I$5.1M0.06%2,167−7.9%
390OKTAOKTA INC$5.1M0.06%5,168−7.4%
391WCCWESCO INTL INC$5.1M0.06%1,604−7.9%
392GWWWW GRAINGER INC$5.1M0.06%46−1.0%
393NBIXNEUROCRINE BIOSCIENCES INC$5.1M0.06%3,034−7.3%
394DKSDICKS SPORTING GOODS INC$5.0M0.06%2,067−7.5%
395XELXCEL ENERGY INC$5.0M0.06%599−0.9%
396TARSTARSUS PHARMACEUTICALS INC$5.0M0.06%43,325−37.9%
397OXYOCCIDENTAL PETE CORP$5.0M0.06%728−0.9%
398OHIOMEGA HEALTHCARE INVS INC$5.0M0.06%9,723−7.9%
399EWEDWARDS LIFESCIENCES CORP$5.0M0.06%573−0.9%
400RNRRENAISSANCERE HLDGS LTD$5.0M0.06%2,524−13.2%
401TERTERADYNE INC$4.9M0.06%159−0.9%
402PENPENUMBRA INC$4.9M0.06%1,265−7.8%
403BJBJS WHSL CLUB HLDGS INC$4.9M0.06%4,688−8.5%
404URIUNITED RENTALS INC$4.9M0.06%131−1.9%
405EAELECTRONIC ARTS INC$4.9M0.06%147−0.6%
406RPMRPM INTL INC$4.9M0.06%4,281−8.0%
407WSOWATSCO INC$4.9M0.06%1,152−7.9%
408HSYHERSHEY CO$4.9M0.06%+7,488+47.1%
409LSCCLATTICE SEMICONDUCTOR CORP$4.9M0.06%4,507−7.9%
410RYNRAYONIER INC$4.9M0.06%+173,938+281.5%
411NENOBLE CORP PLC$4.9M0.06%554−0.6%
412SNXTD SYNNEX CORPORATION$4.8M0.06%2,786−8.8%
413FIVEFIVE BELOW INC$4.8M0.05%1,813−7.9%
414CGCARLYLE GROUP INC$4.8M0.05%8,551−7.9%
415FFORD MTR CO$4.8M0.05%3,432−0.8%
416ROIVROIVANT SCIENCES LTD$4.8M0.05%9,557−5.2%
417HLHECLA MNG CO$4.8M0.05%22,079−7.9%
418ARANTERO RESOURCES CORP$4.8M0.05%9,646−7.9%
419RRXREGAL REXNORD CORPORATION$4.8M0.05%2,184−7.9%
420COHRCOHERENT CORP$4.7M0.05%45,463−69.5%
421CVNACARVANA CO$4.7M0.05%142−0.9%
422EHCENCOMPASS HEALTH CORP$4.7M0.05%3,371−6.5%
423CARRCARRIER GLOBAL CORPORATION$4.7M0.05%1,439−1.7%
424RSGREPUBLIC SVCS INC$4.7M0.05%205−0.9%
425QQNITY ELECTRONICS INC$4.7M0.05%+40,570NEW
426STESTERIS PLC$4.6M0.05%145−0.7%
427ELSEQUITY LIFESTYLE PPTYS INC$4.6M0.05%6,384−7.9%
428OLLIOLLIES BARGAIN OUTLET HLDGS$4.6M0.05%2,081−4.0%
429SOLSSOLSTICE ADVANCED MATLS INC$4.6M0.05%+60,835NEW
430CACICACI INTL INC$4.6M0.05%725−7.9%
431DALDELTA AIR LINES INC$4.6M0.05%556−0.8%
432BLBLACKLINE INC$4.6M0.05%298−0.2%
433YUMYUM BRANDS INC$4.6M0.05%280−0.9%
434ELANELANCO ANIMAL HEALTH INC$4.6M0.05%16,372−7.9%
435PSAPUBLIC STORAGE OPER CO$4.6M0.05%155−0.9%
436TCBKTRICO BANCSHARES$4.5M0.05%22,147−18.8%
437WABWABTEC$4.5M0.05%220−1.2%
438FNFFIDELITY NATIONAL FINANCIAL$4.5M0.05%8,320−7.8%
439ATRAPTARGROUP INC$4.5M0.05%2,677−7.0%
440KRKROGER CO$4.5M0.05%3,536−5.4%
441CUZCOUSINS PPTYS INC$4.5M0.05%6,490−3.2%
442AXONAXON ENTERPRISE INC$4.5M0.05%+505+5.1%
443ENSGENSIGN GROUP INC$4.5M0.05%1,835−7.7%
444VRSKVERISK ANALYTICS INC$4.4M0.05%+116+0.5%
445CMGCHIPOTLE MEXICAN GRILL INC$4.4M0.05%3,450−2.4%
446PYPLPAYPAL HLDGS INC$4.4M0.05%2,541−2.5%
447EVREVERCORE INC$4.4M0.05%1,275−7.9%
448SCISERVICE CORP INTL$4.4M0.05%4,986−8.5%
449JAZZJAZZ PHARMACEUTICALS PLC$4.4M0.05%2,004−7.9%
450VLTOVERALTO CORP$4.4M0.05%4,305−8.0%
451DHID R HORTON INC$4.4M0.05%751−2.3%
452EBAYEBAY INC.$4.4M0.05%458−0.9%
453WTRGESSENTIAL UTILS INC$4.4M0.05%9,323−7.9%
454EDCONSOLIDATED EDISON INC$4.3M0.05%365−0.9%
455BWABORGWARNER INC$4.3M0.05%9,683−10.9%
456PEGPUBLIC SVC ENTERPRISE GROUP$4.3M0.05%506−0.9%
457AIGAMERICAN INTL GROUP INC$4.3M0.05%866−1.5%
458ROKROCKWELL AUTOMATION INC$4.3M0.05%106−0.9%
459WBSWEBSTER FINL CORP$4.3M0.05%5,335−7.9%
460EXELEXELIXIS INC$4.3M0.05%12,054−10.8%
461UNMUNUM GROUP$4.3M0.05%5,648−8.8%
462XYLXYLEM INC$4.2M0.05%269−0.8%
463FHNFIRST HORIZON CORPORATION$4.2M0.05%19,057−9.3%
464DTDYNATRACE INC$4.2M0.05%11,174−8.9%
465EQTEQT CORP$4.2M0.05%630−0.9%
466ALLYALLY FINL INC$4.2M0.05%9,084−7.8%
467LAMRLAMAR ADVERTISING CO NEW$4.2M0.05%2,862−7.9%
468ACMAECOM$4.2M0.05%5,574−10.1%
469TXRHTEXAS ROADHOUSE INC$4.2M0.05%2,181−7.9%
470CCICROWN CASTLE INC$4.2M0.05%638−1.2%
471OSWONESPAWORLD HOLDINGS LIMITED$4.2M0.05%+11,240+6.6%
472COINCOINBASE GLOBAL INC$4.1M0.05%776−3.2%
473METMETLIFE INC$4.1M0.05%881−1.5%
474MEDPMEDPACE HLDGS INC$4.1M0.05%669−7.2%
475DGIIDIGI INTL INC$4.1M0.05%16,737−16.4%
476NUENUCOR CORP$4.1M0.05%230−0.9%
477PINSPINTEREST INC$4.1M0.05%23,609−9.5%
478PCGPG&E CORP$4.1M0.05%2,221−0.9%
479RRCRANGE RES CORP$4.1M0.05%7,808−7.9%
480ARMKARAMARK$4.1M0.05%8,667−7.9%
481FANGDIAMONDBACK ENERGY INC$4.1M0.05%+628+3.1%
482NDAQNASDAQ INC$4.1M0.05%670−1.4%
483GRMNGARMIN LTD$4.0M0.05%167−1.0%
484EQHEQUITABLE HLDGS INC$4.0M0.05%10,681−9.0%
485PRAXPRAXIS PRECISION MEDICINES I$4.0M0.05%+12,473NEW
486WECWEC ENERGY GROUP INC$4.0M0.05%311−0.9%
487FWRGFIRST WATCH RESTAURANT GROUP$4.0M0.05%1,665−0.4%
488DDDUPONT DE NEMOURS INC$4.0M0.05%1,701−1.9%
489NTNXNUTANIX INC$3.9M0.04%9,071−8.0%
490DOCHEALTHPEAK PROPERTIES INC$3.9M0.04%1,308−0.5%
491TSCOTRACTOR SUPPLY CO$3.9M0.04%60,199−41.1%
492OMCLOMNICELL COM$3.9M0.04%593−0.5%
493DYDYCOM INDS INC$3.9M0.04%565−4.7%
494BLDTOPBUILD CORP$3.9M0.04%618−5.3%
495BCBRUNSWICK CORP$3.9M0.04%+26,001+96.1%
496PECOPHILLIPS EDISON & CO INC$3.8M0.04%202−0.2%
497HURNHURON CONSULTING GROUP INC$3.8M0.04%6,902−18.7%
498VMCVULCAN MATLS CO$3.8M0.04%134−0.9%
499ODFLOLD DOMINION FREIGHT LINE IN$3.8M0.04%187−0.9%
500KDPKEURIG DR PEPPER INC$3.8M0.04%1,374−0.9%

Source: SEC EDGAR · accession 0000922127-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.