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Institutional

OSTRUM ASSET MANAGEMENT

CIK 0001767945
$1.78B
Reported AUM
562
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · OSTRUM ASSET MANAGEMENT · Q1 2026

AI · grounded in 13F

Ostrum Asset Management increased its position in ILMN by 16,254.4% of its prior share count. The fund also established a new position in SHOP valued at $30.3M and accumulated shares of HON by 2,930.9%. On the sell side, the fund trimmed its holdings in COF by 95.1% and ORLY by 90.9%.

Portfolio · Q1 2026

NVDA$112.7MGOOGLAAPLAMATLLYAMZNCMIJPMGEVETNOther$1.10BOM

Top holdings· first 500 of 562

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$193.631.91%9.52%751.61%$112.7M6.33%HELD
2GOOGLALPHABET INC$334.76-0.58%76.18%131.67%$73.7M4.14%HELD
3AAPLAPPLE INC$332.02-1.82%67.77%128.17%$73.2M4.11%HELD
4AMATAPPLIED MATLS INC$496.2113.69%179.14%284.62%$72.6M4.08%HELD
5LLYELI LILLY & CO$1164.70-3.75%54.61%373.33%$68.1M3.83%HELD
6AMZNAMAZON COM INC$238.515.23%5.54%30.60%$55.2M3.10%HELD
7CMICUMMINS INC$628.673.74%80.31%198.99%$37.7M2.12%HELD
8JPMJPMORGAN CHASE & CO$350.571.70%21.40%144.23%$37.2M2.09%HELD
9GEGE AEROSPACE$353.550.83%30.82%446.84%$37.0M2.08%HELD
10VVISA INC$363.24-1.49%9.62%67.02%$36.4M2.04%HELD
11ETNEATON CORP PLC$383.375.94%-3.99%131.71%$35.3M1.98%HELD
12SCHWSCHWAB CHARLES CORP$104.25-0.21%9.66%51.38%$33.5M1.88%HELD
13SHOPSHOPIFY INC$124.45-3.65%8.91%-15.29%$30.3M1.70%HELD
14HONHONEYWELL INTL INC$239.58-0.64%12.79%14.50%$29.4M1.65%HELD
15ROSTROSS STORES INC$250.48-0.59%85.57%124.87%$29.3M1.64%HELD
16MSFTMICROSOFT CORP$454.6316.41%-24.89%34.54%$28.6M1.60%HELD
17NUENUCOR CORP$257.840.71%87.10%134.58%$28.5M1.60%HELD
18ILMNILLUMINA INC$199.262.28%105.81%-56.19%$28.4M1.59%HELD
19VMCVULCAN MATLS CO$273.67-3.61%0.12%52.67%$27.8M1.56%HELD
20METAMETA PLATFORMS INC$531.79-9.19%-21.66%55.72%$27.3M1.53%HELD
21BRK/BBERKSHIRE HATHAWAY INC DEL$27.0M1.52%HELD
22SNPSSYNOPSYS INC$372.29-0.37%-39.60%12.48%$26.3M1.47%HELD
23LECOLINCOLN ELEC HLDGS INC$245.76-4.74%8.35%98.93%$26.0M1.46%HELD
24URIUNITED RENTALS INC$1061.760.63%23.77%210.26%$25.6M1.44%HELD
25INDAISHARES TR$49.741.17%-5.87%9.61%$23.9M1.34%HELD
26MPWRMONOLITHIC PWR SYS INC$1331.996.67%60.06%161.66%$22.7M1.27%HELD
27ICEINTERCONTINENTAL EXCHANGE IN$152.29-1.29%-16.85%35.32%$22.2M1.25%HELD
28JNJJOHNSON & JOHNSON$256.34-3.46%56.99%69.37%$13.5M0.76%HELD
29GOOGALPHABET INC$334.32-0.43%77.27%132.86%$12.9M0.73%HELD
30AVGOBROADCOM INC$387.164.55%31.81%734.42%$12.9M0.73%HELD
31KOSKOSMOS ENERGY LTD$2.552.62%$11.1M0.63%HELD
32MCDMCDONALDS CORP$267.52-1.47%$9.7M0.54%HELD
33CCEPCOCA-COLA EUROPACIFIC PARTNE$111.200.09%$8.5M0.48%HELD
34KOCOCA COLA CO$87.89-1.34%$8.4M0.47%HELD
35WMWASTE MGMT INC DEL$226.51-4.26%$7.7M0.43%HELD
36CSCOCISCO SYS INC$113.300.73%$7.3M0.41%HELD
37PGPROCTER & GAMBLE CO$143.02-2.11%$7.2M0.41%HELD
38CBOECBOE GLOBAL MKTS INC$301.02-2.21%$7.0M0.39%HELD
39ABBVABBVIE INC$258.12-1.97%$6.5M0.37%HELD
40CORCENCORA INC$311.98-2.08%$6.1M0.34%HELD
41TSLATESLA INC$306.832.85%$6.0M0.34%HELD
42CMECME GROUP INC$265.11-0.12%$6.0M0.34%HELD
43AMEAMETEK INC$238.791.50%$6.0M0.34%HELD
44MCKMCKESSON CORP$866.60-2.47%$5.9M0.33%HELD
45EXCEXELON CORP$45.17-3.94%$5.9M0.33%HELD
46XOMEXXON MOBIL CORP$155.80-0.61%$5.9M0.33%HELD
47MDLZMONDELEZ INTL INC$62.92-3.19%$5.5M0.31%HELD
48HUBBHUBBELL INC$470.702.11%$5.4M0.30%HELD
49MDTMEDTRONIC PLC$85.50-2.32%$5.1M0.28%HELD
50GISGENERAL MILLS INC$36.12-4.73%$5.0M0.28%HELD
51WELLWELLTOWER INC$234.85-2.58%$5.0M0.28%HELD
52RPRXROYALTY PHARMA PLC$59.560.64%$4.9M0.27%HELD
53VTRVENTAS INC$90.95-6.93%$4.9M0.27%HELD
54BKRBAKER HUGHES COMPANY$60.022.21%$4.8M0.27%HELD
55NFLXNETFLIX INC.$72.53-1.49%$4.7M0.27%HELD
56PANWPALO ALTO NETWORKS INC$318.501.38%$4.7M0.26%HELD
57WMTWALMART INC$110.80-2.99%$4.4M0.25%HELD
58EWEDWARDS LIFESCIENCES CORP$86.010.30%$4.3M0.24%HELD
59HWMHOWMET AEROSPACE INC$275.881.13%$4.3M0.24%HELD
60PEPPEPSICO INC$139.86-2.54%$4.3M0.24%HELD
61MAMASTERCARD INCORPORATED$574.221.94%$4.2M0.24%HELD
62CHDCHURCH & DWIGHT CO INC$98.12-1.74%$4.1M0.23%HELD
63OREALTY INCOME CORP$63.90-2.50%$3.9M0.22%HELD
64HDHOME DEPOT INC$332.72-1.64%$3.9M0.22%HELD
65DGDOLLAR GEN CORP$126.68-1.55%$3.9M0.22%HELD
66LRCXLAM RESEARCH CORP$296.6917.57%$3.8M0.21%HELD
67CVXCHEVRON CORPORATION$190.85-0.53%$3.7M0.21%HELD
68AERAERCAP HOLDINGS NV$152.792.80%$3.6M0.20%HELD
69RTXRTX CORPORATION$211.48-1.75%$3.6M0.20%HELD
70GEVGE VERNOVA INC$964.857.17%$3.5M0.20%HELD
71LNGCHENIERE ENERGY INC$256.25-0.91%$3.5M0.20%HELD
72NEMNEWMONT CORP$94.463.42%$3.5M0.20%HELD
73PFEPFIZER INC$24.75-1.59%$3.5M0.20%HELD
74DEDEERE & CO$597.97-2.12%$3.5M0.20%HELD
75DGXQUEST DIAGNOSTICS INC$234.96-0.11%$3.4M0.19%HELD
76AONAON PLC$362.90-3.78%$3.4M0.19%HELD
77TJXTJX COS INC NEW$158.18-2.13%$3.3M0.19%HELD
78AMDADVANCED MICRO DEVICES INC$485.6213.05%$3.3M0.19%HELD
79ACNACCENTURE PLC IRELAND$162.20-6.33%$3.3M0.19%HELD
80DPZDOMINOS PIZZA INC$349.65-2.88%$3.3M0.19%HELD
81BMYBRISTOL-MYERS SQUIBB CO$64.361.99%$3.3M0.18%HELD
82BACBANK AMERICA CORP$61.630.92%$3.2M0.18%HELD
83TTWOTAKE-TWO INTERACTIVE SOFTWAR$244.88-0.63%$3.2M0.18%HELD
84IBMINTERNATIONAL BUSINESS MACHS$222.12-1.91%$3.2M0.18%HELD
85UBERUBER TECHNOLOGIES INC$69.18-2.84%$3.2M0.18%HELD
86BURLBURLINGTON STORES INC$368.01-0.84%$3.1M0.18%HELD
87AZOAUTOZONE INC$3017.80-3.96%$3.1M0.18%HELD
88KLACKLA CORP$182.457.20%$3.1M0.18%HELD
89ORLYOREILLY AUTOMOTIVE INC$88.42-2.44%$3.1M0.17%HELD
90TTTRANE TECHNOLOGIES PLC$443.48-0.74%$3.1M0.17%HELD
91MRVLMARVELL TECHNOLOGY INC$180.7110.59%$3.0M0.17%HELD
92MUMICRON TECHNOLOGY INC$854.2615.60%$3.0M0.17%HELD
93FSLRFIRST SOLAR INC$203.111.94%$3.0M0.17%HELD
94WTWWILLIS TOWERS WATSON PLC LTD$333.145.45%$2.9M0.16%HELD
95CCITIGROUP INC$131.253.24%$2.9M0.16%HELD
96CITHE CIGNA GROUP$289.77-2.26%$2.9M0.16%HELD
97EDCONSOLIDATED EDISON INC$109.24-2.68%$2.8M0.16%HELD
98JCIJOHNSON CONTROLS INTERNATION$142.322.08%$2.8M0.16%HELD
99LOWLOWES COS INC$210.29-2.50%$2.8M0.16%HELD
100JBLJABIL INC$304.696.11%$2.8M0.16%HELD
101SPGIS&P GLOBAL INC$2.8M0.16%HELD
102ADBEADOBE INC$2.8M0.16%HELD
103TPLTEXAS PACIFIC LAND CORPORATI$2.8M0.16%HELD
104DISDISNEY WALT CO$2.7M0.15%HELD
105LINLINDE PLC$2.7M0.15%HELD
106AXPAMERICAN EXPRESS CO$2.6M0.15%HELD
107AAGILENT TECHNOLOGIES INC$2.6M0.15%HELD
108RSGREPUBLIC SVCS INC$2.5M0.14%HELD
109VZVERIZON COMMUNICATIONS INC$2.5M0.14%HELD
110WCNWASTE CONNECTIONS INC$2.5M0.14%HELD
111EAELECTRONIC ARTS INC$2.5M0.14%HELD
112BKBANK NEW YORK MELLON CORP$2.5M0.14%HELD
113BALLBALL CORP$2.4M0.14%HELD
114FTITECHNIPFMC PLC$2.4M0.14%HELD
115CDNSCADENCE DESIGN SYSTEM INC$2.4M0.14%HELD
116MRKMERCK & CO INC$2.3M0.13%HELD
117STTSTATE STR CORP$2.3M0.13%HELD
118MRSHMARSH & MCLENNAN COS INC$2.3M0.13%HELD
119PEGPUBLIC SVC ENTERPRISE GROUP$2.3M0.13%HELD
120CBCHUBB LTD SWITZ$2.3M0.13%HELD
121ABTABBOTT LABORATORIES$2.3M0.13%HELD
122WTRGESSENTIAL UTILS INC$2.3M0.13%HELD
123CIENCIENA CORP$2.3M0.13%HELD
124UPSUNITED PARCEL SVCS INC$2.3M0.13%HELD
125TAT&T INC$2.3M0.13%HELD
126PFGPRINCIPAL FINANCIAL GROUP IN$2.2M0.13%HELD
127KRKROGER CO$2.2M0.13%HELD
128MCOMOODYS CORP$2.2M0.13%HELD
129TWTRADEWEB MKTS INC$2.2M0.12%HELD
130CCICROWN CASTLE INC$2.2M0.12%HELD
131WPCWP CAREY INC$2.2M0.12%HELD
132TRMBTRIMBLE INC$2.2M0.12%HELD
133ELVELEVANCE HEALTH INC FORMERLY$2.2M0.12%HELD
134PGRPROGRESSIVE CORP$2.1M0.12%HELD
135UNHUNITEDHEALTH GROUP INC$2.1M0.12%HELD
136CDWCDW CORP$2.1M0.12%HELD
137UTHRUNITED THERAPEUTICS CORP DEL$2.1M0.12%HELD
138TGTTARGET CORP$2.1M0.12%HELD
139NLYANNALY CAPITAL MANAGEMENT IN$2.1M0.12%HELD
140BKNGBOOKING HOLDINGS INC$2.1M0.12%HELD
141QCOMQUALCOMM INC$2.1M0.12%HELD
142NVRNVR INC$2.1M0.12%HELD
143PMPHILIP MORRIS INTL INC$2.0M0.11%HELD
144CWCURTISS WRIGHT CORP$2.0M0.11%HELD
145KDPKEURIG DR PEPPER INC$2.0M0.11%HELD
146METMETLIFE INC$2.0M0.11%HELD
147GWWWW GRAINGER INC$1.9M0.11%HELD
148MTDMETTLER TOLEDO INTERNATIONAL$1.9M0.11%HELD
149HLTHILTON WORLDWIDE HLDGS INC$1.9M0.11%HELD
150DLRDIGITAL RLTY TR INC$1.9M0.11%HELD
151COSTCOSTCO WHOLESALE CORPORATION$1.9M0.11%HELD
152INTUINTUIT$1.9M0.11%HELD
153AWKAMERICAN WTR WKS CO INC NEW$1.8M0.10%HELD
154PHPARKER-HANNIFIN CORP$1.8M0.10%HELD
155VRSKVERISK ANALYTICS INC$1.8M0.10%HELD
156CTVACORTEVA INC$1.7M0.10%HELD
157ROLROLLINS INC$1.7M0.10%HELD
158MPCMARATHON PETE CORP$1.7M0.10%HELD
159LPLALPL FINL HLDGS INC$1.7M0.10%HELD
160AMTAMERICAN TOWER CORP$1.7M0.10%HELD
161OKEONEOK INC NEW$1.7M0.09%HELD
162ESEVERSOURCE ENERGY$1.7M0.09%HELD
163HPQHP INC$1.7M0.09%HELD
164FLSFLOWSERVE CORP$1.6M0.09%HELD
165YUMYUM BRANDS INC$1.6M0.09%HELD
166SYFSYNCHRONY FINANCIAL$1.6M0.09%HELD
167STXSEAGATE TECHNOLOGY HLDNGS PL$1.6M0.09%HELD
168FOXAFOX CORP$1.6M0.09%HELD
169MOALTRIA GROUP INC$1.5M0.09%HELD
170ROKROCKWELL AUTOMATION INC$1.5M0.09%HELD
171FOXFOX CORP$1.5M0.08%HELD
172AMGNAMGEN INC$1.5M0.08%HELD
173PLTRPALANTIR TECHNOLOGIES INC$1.5M0.08%HELD
174ACAARCOSA INC$1.5M0.08%HELD
175WRBBERKLEY W R CORP$1.5M0.08%HELD
176ADPAUTOMATIC DATA PROCESSING IN$1.5M0.08%HELD
177VRSNVERISIGN INC$1.5M0.08%HELD
178NBISNEBIUS GROUP N.V.$1.4M0.08%HELD
179MASMASCO CORP$1.4M0.08%HELD
180VICIVICI PPTYS INC$1.4M0.08%HELD
181ACGLARCH CAP GROUP LTD$1.4M0.08%HELD
182MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.08%HELD
183BSXBOSTON SCIENTIFIC CORP$1.4M0.08%HELD
184ECLECOLAB INC$1.4M0.08%HELD
185AMCRAMCOR PLC$1.4M0.08%HELD
186ROADCONSTRUCTION PARTNERS INC$1.3M0.08%HELD
187CRMSALESFORCE INC$1.3M0.07%HELD
188NMRKNEWMARK GROUP INC$1.3M0.07%HELD
189CATCATERPILLAR INC$1.3M0.07%HELD
190LYVLIVE NATION ENTERTAINMENT IN$1.3M0.07%HELD
191ORCLORACLE CORP$1.3M0.07%HELD
192WBDWARNER BROS DISCOVERY INC$1.3M0.07%HELD
193MSCIMSCI INC$1.3M0.07%HELD
194WATWATERS CORP$1.3M0.07%HELD
195CRCRANE COMPANY$1.3M0.07%HELD
196ALLALLSTATE CORP$1.2M0.07%HELD
197ALLEALLEGION PLC$1.2M0.07%HELD
198AJGGALLAGHER ARTHUR J & CO$1.2M0.07%HELD
199TRVTRAVELERS COMPANIES INC$1.2M0.07%HELD
200LDOSLEIDOS HOLDINGS INC$1.2M0.07%HELD
201ULTAULTA BEAUTY INC$1.2M0.07%HELD
202TOLTOLL BROTHERS INC$1.2M0.07%HELD
203HLIOHELIOS TECHNOLOGIES INC$1.2M0.07%HELD
204TMUST-MOBILE US INC$1.2M0.07%HELD
205DLTRDOLLAR TREE INC$1.2M0.07%HELD
206IDXXIDEXX LABS INC$1.1M0.06%HELD
207EQHEQUITABLE HLDGS INC$1.1M0.06%HELD
208RKTROCKET COS INC$1.1M0.06%HELD
209ADSKAUTODESK INC$1.1M0.06%HELD
210GILDGILEAD SCIENCES INC$1.1M0.06%HELD
211GDGENERAL DYNAMICS CORP$1.1M0.06%HELD
212COFCAPITAL ONE FINL CORP$1.1M0.06%HELD
213SPOTSPOTIFY TECHNOLOGY S A$1.1M0.06%HELD
214RSRELIANCE INC$1.0M0.06%HELD
215ANETARISTA NETWORKS INC$1.0M0.06%HELD
216EOGEOG RES INC$1.0M0.06%HELD
217DECKDECKERS OUTDOOR CORP$1.0M0.06%HELD
218SBACSBA COMMUNICATIONS CORP$1.0M0.06%HELD
219MSIMOTOROLA SOLUTIONS INC$995K0.06%HELD
220GAPGAP INC$992K0.06%HELD
221DHID R HORTON INC$992K0.06%HELD
222MKLMARKEL GROUP INC$990K0.06%HELD
223SNDKSANDISK CORP$972K0.05%HELD
224APDAIR PRODUCTS AND CHEMICALS I$963K0.05%HELD
225IFFINTERNATIONAL FLAVORS&FRAGRA$947K0.05%HELD
226CVSCVS HEALTH CORP$943K0.05%HELD
227IRMIRON MTN INC DEL$942K0.05%HELD
228BROBROWN & BROWN INC$934K0.05%HELD
229FTNTFORTINET INC$926K0.05%HELD
230FLEXFLEXTRONICS INTL LTD$919K0.05%HELD
231PLDPROLOGIS INC.$911K0.05%HELD
232CAHCARDINAL HEALTH INC$909K0.05%HELD
233SANMSANMINA CORP$902K0.05%HELD
234WDCWESTERN DIGITAL CORP$886K0.05%HELD
235HBANHUNTINGTON BANCSHARES INC$880K0.05%HELD
236CRWDCROWDSTRIKE HLDGS INC$859K0.05%HELD
237AGXARGAN INC$855K0.05%HELD
238TERTERADYNE INC$854K0.05%HELD
239NXPINXP SEMICONDUCTORS N V$847K0.05%HELD
240COHRCOHERENT CORP$843K0.05%HELD
241AVBAVALONBAY CMNTYS INC$830K0.05%HELD
242CLCOLGATE PALMOLIVE CO$828K0.05%HELD
243MELIMERCADOLIBRE INC$823K0.05%HELD
244REGNREGENERON PHARMACEUTICALS$823K0.05%HELD
245JKHYHENRY JACK & ASSOC INC$810K0.05%HELD
246COPCONOCOPHILLIPS$802K0.05%HELD
247TDGTRANSDIGM GROUP INC$799K0.04%HELD
248TPRTAPESTRY INC$786K0.04%HELD
249VMIVALMONT INDS INC$777K0.04%HELD
250ERIEERIE INDTY CO$776K0.04%HELD
251SUISUN CMNTYS INC$768K0.04%HELD
252SOLVSOLVENTUM CORP$765K0.04%HELD
253XPOXPO INC$758K0.04%HELD
254CEGCONSTELLATION ENERGY CORP$751K0.04%HELD
255PYPLPAYPAL HLDGS INC$744K0.04%HELD
256OMCOMNICOM GROUP INC$740K0.04%HELD
257CNPCENTERPOINT ENERGY INC$739K0.04%HELD
258FASTFASTENAL CO$731K0.04%HELD
259GSGOLDMAN SACHS GROUP INC$728K0.04%HELD
260EBAYEBAY INC.$718K0.04%HELD
261EQTEQT CORP$718K0.04%HELD
262VLTOVERALTO CORP$718K0.04%HELD
263DELLDELL TECHNOLOGIES INC$708K0.04%HELD
264CVNACARVANA CO$704K0.04%HELD
265DHRDANAHER CORP DEL$701K0.04%HELD
266BDXBECTON DICKINSON & CO$697K0.04%HELD
267RCLROYAL CARIBBEAN GROUP$692K0.04%HELD
268CCL1EURCARNIVAL CORP$692K0.04%HELD
269RKLBROCKET LAB CORP$690K0.04%HELD
270AMRZAMRIZE LTD$690K0.04%HELD
271CPRTCOPART INC$689K0.04%HELD
272WSMWILLIAMS SONOMA INC$687K0.04%HELD
273ATOATMOS ENERGY CORP$679K0.04%HELD
274GLPIGAMING & LEISURE P$678K0.04%HELD
275NOWSERVICENOW INC$677K0.04%HELD
276DUKDUKE ENERGY CORP NEW$676K0.04%HELD
277HBMHUDBAY MINERALS INC$664K0.04%HELD
278WDAYWORKDAY INC$663K0.04%HELD
279HUMHUMANA INC$650K0.04%HELD
280INTCINTEL CORP$646K0.04%HELD
281CRHCRH PLC$635K0.04%HELD
282HEIHEICO CORP NEW$632K0.04%HELD
283SBUXSTARBUCKS CORP$627K0.04%HELD
284VRTXVERTEX PHARMACEUTICALS INC$626K0.04%HELD
285HIGHARTFORD INSURANCE GROUP INC$626K0.04%HELD
286AIGAMERICAN INTL GROUP INC$626K0.04%HELD
287HEI/AHEICO CORP NEW$621K0.03%HELD
288CTRACOTERRA ENERGY INC$616K0.03%HELD
289GDDYGODADDY INC$615K0.03%HELD
290HO1HOLOGIC INC$612K0.03%HELD
291ZNGAZOOM COMMUNICATIONS INC$608K0.03%HELD
292PSAPUBLIC STORAGE OPER CO$603K0.03%HELD
293HCAHCA HEALTHCARE INC$601K0.03%HELD
294MSMORGAN STANLEY$597K0.03%HELD
295QUREQUANTA SVCS INC$592K0.03%HELD
296OTISOTIS WORLDWIDE CORP$584K0.03%HELD
297TYLTYLER TECHNOLOGIES INC$582K0.03%HELD
298VLOVALERO ENERGY CORP$580K0.03%HELD
299CBRECBRE GROUP INC$577K0.03%HELD
300CMGCHIPOTLE MEXICAN GRILL INC$573K0.03%HELD
301AEEAMEREN CORP$573K0.03%HELD
302HSYHERSHEY CO$568K0.03%HELD
303ISRGINTUITIVE SURGICAL INC$561K0.03%HELD
304BRBROADRIDGE FINL SOLUTIONS IN$560K0.03%HELD
305VRTVERTIV HOLDINGS CO$560K0.03%HELD
306TWLOTWILIO INC$555K0.03%HELD
307DDOGDATADOG INC$555K0.03%HELD
308DRIDARDEN RESTAURANTS INC$538K0.03%HELD
309FISFIDELITY NATL INFORMATION SV$537K0.03%HELD
310ZSZSCALER INC$535K0.03%HELD
311PAYXPAYCHEX INC$531K0.03%HELD
312OKTAOKTA INC$524K0.03%HELD
313FWONKLIBERTY MEDIA CORP DEL$515K0.03%HELD
314WCCWESCO INTL INC$506K0.03%HELD
315FDXFEDEX CORP$502K0.03%HELD
316FEFIRSTENERGY CORP$500K0.03%HELD
317KMBKIMBERLY-CLARK CORP$500K0.03%HELD
318EXPDEXPEDITORS INTL WASH INC$497K0.03%HELD
319CINFCINCINNATI FINL CORP$491K0.03%HELD
320PCGPG&E CORP$485K0.03%HELD
321LLOEWS CORP$484K0.03%HELD
322APHAMPHENOL CORP$482K0.03%HELD
323CTASCINTAS CORP$482K0.03%HELD
324INVHINVITATION HOMES INC$479K0.03%HELD
325NDAQNASDAQ INC$478K0.03%HELD
326SNOWSNOWFLAKE INC$477K0.03%HELD
327TSCOTRACTOR SUPPLY CO$475K0.03%HELD
328TSNTYSON FOODS INC$471K0.03%HELD
329FNFFIDELITY NATL FINL INC$465K0.03%HELD
330HXLHEXCEL CORP NEW$457K0.03%HELD
331MAAMID-AMER APT CMNTYS INC$456K0.03%HELD
332CMCSACOMCAST CORP NEW$453K0.03%HELD
333IOTSAMSARA INC$444K0.02%HELD
334FICOFAIR ISAAC CORP$442K0.02%HELD
335NBIXNEUROCRINE BIOSCIENCES INC$441K0.02%HELD
336PINSPINTEREST INC$440K0.02%HELD
337EXREXTRA SPACE STORAGE INC$439K0.02%HELD
338HRIHERC HLDGS INC$439K0.02%HELD
339SNASNAP ON INC$433K0.02%HELD
340DASHDOORDASH INC$429K0.02%HELD
341MNSTMONSTER BEVERAGE CORP NEW$429K0.02%HELD
342FCNCAFIRST CTZNS BANCSHARES INC D$428K0.02%HELD
343HRLHORMEL FOODS CORP$425K0.02%HELD
344EIXEDISON INTL$423K0.02%HELD
345CHRWC H ROBINSON WORLDWIDE IN$422K0.02%HELD
346NKENIKE INC$421K0.02%HELD
347HPEHEWLETT PACKARD ENTERPRISE C$418K0.02%HELD
348GLWCORNING INC$414K0.02%HELD
349GMGENERAL MTRS CO$413K0.02%HELD
350GRMNGARMIN LTD$413K0.02%HELD
351TOSTTOAST INC$410K0.02%HELD
352INCYINCYTE CORP$407K0.02%HELD
353ABNBAIRBNB INC$405K0.02%HELD
354NTAPNETAPP INC$405K0.02%HELD
355PCARPACCAR INC$404K0.02%HELD
356EQIXEQUINIX INC$403K0.02%HELD
357UNPUNION PAC CORP$401K0.02%HELD
358EMEEMCOR GROUP INC$400K0.02%HELD
359OXYOCCIDENTAL PETE CORP$399K0.02%HELD
360HALHALLIBURTON CO$396K0.02%HELD
361TEAMATLASSIAN CORPORATION$393K0.02%HELD
362NETCLOUDFLARE INC$392K0.02%HELD
363FLUTFLUTTER ENTMT PLC$391K0.02%HELD
364CSXCSX CORP$389K0.02%HELD
365VEEVVEEVA SYS INC$385K0.02%HELD
366ZBHZIMMER BIOMET HOLDINGS INC$384K0.02%HELD
367SHWSHERWIN WILLIAMS CO$381K0.02%HELD
368AVYAVERY DENNISON CORP$378K0.02%HELD
369NTRSNORTHERN TR CORP$375K0.02%HELD
370DOCHEALTHPEAK PROPERTIES INC$374K0.02%HELD
371WSTWEST PHARMACEUTICAL SVSC INC$373K0.02%HELD
372FFIVF5 INC$373K0.02%HELD
373SLBSLB LIMITED$371K0.02%HELD
374XYZBLOCK INC$364K0.02%HELD
375GPCGENUINE PARTS CO$363K0.02%HELD
376CLXCLOROX CO DEL$361K0.02%HELD
377EXPEEXPEDIA GROUP INC$360K0.02%HELD
378RBLXROBLOX CORP$360K0.02%HELD
379ROPROPER TECHNOLOGIES INC$359K0.02%HELD
380JJACOBS SOLUTIONS INC$358K0.02%HELD
381WSOWATSCO INC$354K0.02%HELD
382SATSECHOSTAR CORP$353K0.02%HELD
383KEYSKEYSIGHT TECHNOLOGIES INC$352K0.02%HELD
384LVSLAS VEGAS SANDS CORP$352K0.02%HELD
385PSXPHILLIPS 66$349K0.02%HELD
386DXCMDEXCOM INC$348K0.02%HELD
387SYKSTRYKER CORPORATION$346K0.02%HELD
388ACMAECOM$345K0.02%HELD
389REGREGENCY CTRS CORP$345K0.02%HELD
390FANGDIAMONDBACK ENERGY INC$344K0.02%HELD
391USBUS BANCORP$343K0.02%HELD
392STLDSTEEL DYNAMICS INC$340K0.02%HELD
393KHCKRAFT HEINZ CO$340K0.02%HELD
394FFORD MTR CO$337K0.02%HELD
395KVUEKENVUE INC$337K0.02%HELD
396XYLXYLEM INC$337K0.02%HELD
397BGBUNGE GLOBAL SA$336K0.02%HELD
398DKSDICKS SPORTING GOODS INC$334K0.02%HELD
399MTBM & T BK CORP$332K0.02%HELD
400IBKRINTERACTIVE BROKERS GROUP IN$332K0.02%HELD
401HUBSHUBSPOT INC$330K0.02%HELD
402ITGARTNER INC$329K0.02%HELD
403CHTRCHARTER COMMUNICATIONS INC$329K0.02%HELD
404PNCPNC FINL SVCS GROUP INC$326K0.02%HELD
405DKNGDRAFTKINGS INC NEW$325K0.02%HELD
406BIIBBIOGEN INC$324K0.02%HELD
407GPNGLOBAL PMTS INC$318K0.02%HELD
408ZIONZIONS BANCORPORATION NATL AS$318K0.02%HELD
409ALNYALNYLAM PHARMACEUTICALS INC$318K0.02%HELD
410WMT2WELLS FARGO & CO$318K0.02%HELD
411NTRANATERA INC$316K0.02%HELD
412IEXIDEX CORP$314K0.02%HELD
413APPAPPLOVIN CORP$313K0.02%HELD
414FISVFISERV INC$312K0.02%HELD
415NWSANEWS CORP NEW$312K0.02%HELD
416SNAPSNAP INC$311K0.02%HELD
417CARRCARRIER GLOBAL CORPORATION$311K0.02%HELD
418GEHCGE HEALTHCARE TECHNOLOGIES I$309K0.02%HELD
419WALWESTERN ALLIANCE BANCORP$308K0.02%HELD
420EFXEQUIFAX INC$308K0.02%HELD
421TMOTHERMO FISHER SCIENTIFIC INC$307K0.02%HELD
422AXONAXON ENTERPRISE INC$305K0.02%HELD
423EXEEXPAND ENERGY CORPORATION$304K0.02%HELD
424PTCPTC INC$303K0.02%HELD
425FIXCOMFORT SYS USA INC$302K0.02%HELD
426FTVFORTIVE CORP$302K0.02%HELD
427SSNCSS&C TECH HLDGS$300K0.02%HELD
428INSMINSMED INC$299K0.02%HELD
429CFGCITIZENS FINL GROUP INC$298K0.02%HELD
430TFCTRUIST FINL CORP$298K0.02%HELD
431NSCNORFOLK SOUTHN CORP$297K0.02%HELD
432AMPAMERIPRISE FINL INC$296K0.02%HELD
433PRUPRUDENTIAL FINL INC$296K0.02%HELD
434FITBFIFTH THIRD BANCORP$295K0.02%HELD
435STZCONSTELLATION BRANDS INC$294K0.02%HELD
436CTSHCOGNIZANT TECHNOLOGY SOLUTIO$294K0.02%HELD
437CNHCNH INDL N V$293K0.02%HELD
438ESSESSEX PPTY TR INC$292K0.02%HELD
439COINCOINBASE GLOBAL INC$292K0.02%HELD
440IQVIQVIA HLDGS INC$291K0.02%HELD
441JBHTHUNT J B TRANS SVCS INC$290K0.02%HELD
442TROWPRICE T ROWE GROUP INC$290K0.02%HELD
443RPMRPM INTL INC$287K0.02%HELD
444LULULULULEMON ATHLETICA INC$286K0.02%HELD
445MSTRSTRATEGY INC$282K0.02%HELD
446NDSNNORDSON CORP$282K0.02%HELD
447SRESEMPRA$282K0.02%HELD
448LIILENNOX INTL INC$282K0.02%HELD
449RFREGIONS FINANCIAL CORP NEW$281K0.02%HELD
450APOAPOLLO GLOBAL MGMT INC$280K0.02%HELD
451PEVERPURE INC$280K0.02%HELD
452ODFLOLD DOMINION FREIGHT LINE IN$278K0.02%HELD
453EMREMERSON ELEC CO$277K0.02%HELD
454SOSOUTHERN CO$277K0.02%HELD
455SPGSIMON PPTY GROUP INC NEW$277K0.02%HELD
456ADIANALOG DEVICES INC$276K0.02%HELD
457TDYTELEDYNE TECHNOLOGIES INC$275K0.02%HELD
458RDDTREDDIT INC$274K0.02%HELD
459LHLABCORP HOLDINGS INC$274K0.02%HELD
460GENGEN DIGITAL INC$271K0.02%HELD
461CSLCARLISLE COS INC$269K0.02%HELD
462ZZILLOW GROUP INC$268K0.02%HELD
463BXBLACKSTONE INC$268K0.02%HELD
464ITWILLINOIS TOOL WKS INC$267K0.01%HELD
465TTDTHE TRADE DESK INC$267K0.01%HELD
466TRUTRANSUNION$267K0.01%HELD
467AFLAFLAC INC$266K0.01%HELD
468EGEVEREST GROUP LTD$266K0.01%HELD
469LENLENNAR CORP$265K0.01%HELD
470RJFRAYMOND JAMES FINL INC$264K0.01%HELD
471KKRKKR & CO INC$264K0.01%HELD
472PHMPULTE GROUP INC$264K0.01%HELD
473TXNTEXAS INSTRS INC$262K0.01%HELD
474COOCOOPER COS INC$259K0.01%HELD
475WABWABTEC$259K0.01%HELD
476CPAYCORPAY INC$259K0.01%HELD
477CGCARLYLE GROUP INC$259K0.01%HELD
478RIVNRIVIAN AUTOMOTIVE INC$258K0.01%HELD
479WYWEYERHAEUSER CO$258K0.01%HELD
480HOODROBINHOOD MKTS INC$258K0.01%HELD
481CRBGCOREBRIDGE FINL INC$257K0.01%HELD
482KIMKIMCO REALTY CORP$255K0.01%HELD
483AFRMAFFIRM HLDGS INC$252K0.01%HELD
484PNRPENTAIR PLC$251K0.01%HELD
485FERGFERGUSON ENTERPRISES INC$251K0.01%HELD
486ARESARES MANAGEMENT CORPORATION$251K0.01%HELD
487TELTE CONNECTIVITY PLC$250K0.01%HELD
488KEYKEYCORP$248K0.01%HELD
489UHSUNIVERSAL HLTH SVCS INC$248K0.01%HELD
490RMDRESMED INC$244K0.01%HELD
491BBYBEST BUY INC$241K0.01%HELD
492AEPAMERICAN ELEC PWR CO INC$238K0.01%HELD
493PODDINSULET CORP$236K0.01%HELD
494CRWVCOREWEAVE INC$234K0.01%HELD
495APTVAPTIV PLC$234K0.01%HELD
496SMCISUPER MICRO COMPUTER INC$232K0.01%HELD
497SYYSYSCO CORP$229K0.01%HELD
498SOFISOFI TECHNOLOGIES INC$229K0.01%HELD
499ONON SEMICONDUCTOR CORP$227K0.01%HELD
500ZBRAZEBRA TECHNOLOGIES CORPORATI$226K0.01%HELD

Source: SEC EDGAR · accession 0001104659-26-061164. 13F discloses long positions only — shorts, foreign equities, and options are excluded.