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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

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%$112.7M6.33%+70,690+12.3%
2GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$73.7M4.14%50,691−16.5%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$73.2M4.11%+29,423+11.4%
4AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$72.6M4.08%+22,756+12.0%
5LLYELI LILLY & CO$1131.420.55%48.00%387.10%$68.1M3.83%+6,090+9.0%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$55.2M3.10%129,483−32.8%
7CMICUMMINS INC$651.22-3.96%102.61%215.44%$37.7M2.12%+66,627+1909.6%
8JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$37.2M2.09%26,796−17.5%
9GEGE AEROSPACE$328.000.11%28.99%419.83%$37.0M2.08%+26,844+25.9%
10VVISA INC$323.571.06%-11.91%36.33%$36.4M2.04%+79,661+195.1%
11ETNEATON CORP PLC$395.94-5.42%20.84%171.29%$35.3M1.98%+4,867+5.2%
12SCHWSCHWAB CHARLES CORP$88.840.95%1.95%39.71%$33.5M1.88%+327,264+1118.1%
13SHOPSHOPIFY INC$109.54-5.60%-1.68%-26.97%$30.3M1.70%+255,680NEW
14HONHONEYWELL INTL INC$213.97-1.69%1.40%7.72%$29.4M1.65%+125,969+2930.9%
15ROSTROSS STORES INC$230.37-1.15%61.80%98.03%$29.3M1.64%+129,388+2257.7%
16MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$28.6M1.60%123,426−61.5%
17NUENUCOR CORP$254.39-3.01%112.43%162.78%$28.5M1.60%+36,816+28.0%
18ILMNILLUMINA INC$162.32-3.42%96.37%-66.34%$28.4M1.59%+228,862+16254.4%
19VMCVULCAN MATLS CO$281.38-0.59%7.03%62.69%$27.8M1.56%+583+0.6%
20METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$27.3M1.53%32,471−40.5%
21BRK/BBERKSHIRE HATHAWAY INC DEL$27.0M1.52%16,909−23.1%
22SNPSSYNOPSYS INC$464.85-5.99%-4.35%61.41%$26.3M1.47%+18,634+39.1%
23LECOLINCOLN ELEC HLDGS INC$262.13-0.65%31.87%101.77%$26.0M1.46%+97,950+1564.7%
24URIUNITED RENTALS INC$1067.77-1.55%52.37%235.99%$25.6M1.44%15,378−30.4%
25INDAISHARES TR$47.34-1.42%-13.79%13.72%$23.9M1.34%HELD
26MPWRMONOLITHIC PWR SYS INC$1481.05-10.38%117.20%241.36%$22.7M1.27%26,126−55.7%
27ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%-19.88%25.58%$22.2M1.25%43,331−23.4%
28JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$13.5M0.76%16,302−22.8%
29GOOGALPHABET INC$365.76-0.95%109.82%172.71%$12.9M0.73%19,907−30.6%
30AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$12.9M0.73%214,340−83.7%
31KOSKOSMOS ENERGY LTD$2.81-6.95%$11.1M0.63%HELD
32MCDMCDONALDS CORP$279.842.61%$9.7M0.54%+11,072+55.2%
33CCEPCOCA-COLA EUROPACIFIC PARTNE$94.742.96%$8.5M0.48%4,188−4.3%
34KOCOCA COLA CO$79.483.46%$8.4M0.47%24,969−18.4%
35WMWASTE MGMT INC DEL$220.400.63%$7.7M0.43%+5,017+17.5%
36CSCOCISCO SYS INC$121.64-6.43%$7.3M0.41%+19,458+26.1%
37PGPROCTER & GAMBLE CO$146.544.09%$7.2M0.41%12,282−19.7%
38CBOECBOE GLOBAL MKTS INC$281.91-1.44%$7.0M0.39%470−1.8%
39ABBVABBVIE INC$227.231.02%$6.5M0.37%+5,725+23.6%
40CORCENCORA INC$275.041.75%$6.1M0.34%2,163−10.0%
41TSLATESLA INC$391.00-6.56%$6.0M0.34%3,376−17.3%
42CMECME GROUP INC$257.400.52%$6.0M0.34%4,662−18.7%
43AMEAMETEK INC$226.55-0.97%$6.0M0.34%+6,929+33.0%
44MCKMCKESSON CORP$775.662.47%$5.9M0.33%3,474−33.6%
45EXCEXELON CORP$45.752.51%$5.9M0.33%+58,063+93.1%
46XOMEXXON MOBIL CORP$149.92-1.39%$5.9M0.33%+1,478+4.5%
47MDLZMONDELEZ INTL INC$62.041.72%$5.5M0.31%+34,728+57.6%
48HUBBHUBBELL INC$476.82-1.74%$5.4M0.30%+2,046+23.0%
49MDTMEDTRONIC PLC$81.67-0.32%$5.1M0.28%+24,290+71.0%
50GISGENERAL MILLS INC$33.152.95%$5.0M0.28%+54,228+67.0%
51WELLWELLTOWER INC$206.933.03%$5.0M0.28%+1,717+7.2%
52RPRXROYALTY PHARMA PLC$55.871.54%$4.9M0.27%+24,502+31.7%
53VTRVENTAS INC$82.023.69%$4.9M0.27%+6,944+13.2%
54BKRBAKER HUGHES COMPANY$62.59-5.32%$4.8M0.27%+13,044+19.8%
55NFLXNETFLIX INC.$82.180.76%$4.7M0.27%8,724−15.1%
56PANWPALO ALTO NETWORKS INC$272.05-2.58%$4.7M0.26%14,710−33.6%
57WMTWALMART INC$118.880.97%$4.4M0.25%28,523−44.6%
58EWEDWARDS LIFESCIENCES CORP$85.96-1.70%$4.3M0.24%132−0.2%
59HWMHOWMET AEROSPACE INC$251.901.03%$4.3M0.24%+1,086+6.2%
60PEPPEPSICO INC$141.92-0.16%$4.3M0.24%+1,317+5.0%
61MAMASTERCARD INCORPORATED$491.081.93%$4.2M0.24%5,235−38.3%
62CHDCHURCH & DWIGHT CO INC$96.742.78%$4.1M0.23%418−1.0%
63OREALTY INCOME CORP$60.841.82%$3.9M0.22%15,332−19.2%
64HDHOME DEPOT INC$310.780.27%$3.9M0.22%154−1.3%
65DGDOLLAR GEN CORP$103.700.17%$3.9M0.22%+10,204+44.8%
66LRCXLAM RESEARCH CORP$303.28-9.85%$3.8M0.21%6,122−25.5%
67CVXCHEVRON CORPORATION$187.31-0.55%$3.7M0.21%2,717−13.2%
68AERAERCAP HOLDINGS NV$136.940.37%$3.6M0.20%+16,335+165.3%
69RTXRTX CORPORATION$180.990.88%$3.6M0.20%3,568−16.1%
70GEVGE VERNOVA INC$933.61-3.09%$3.5M0.20%+1,126+38.8%
71LNGCHENIERE ENERGY INC$238.82-0.93%$3.5M0.20%5,816−31.9%
72NEMNEWMONT CORP$99.71-7.96%$3.5M0.20%38,241−54.2%
73PFEPFIZER INC$26.041.36%$3.5M0.20%10,249−7.6%
74DEDEERE & CO$583.44-1.40%$3.5M0.20%81−1.3%
75DGXQUEST DIAGNOSTICS INC$200.292.13%$3.4M0.19%14,769−45.9%
76AONAON PLC$328.531.95%$3.4M0.19%+157+1.5%
77TJXTJX COS INC NEW$160.711.31%$3.3M0.19%13,745−39.7%
78AMDADVANCED MICRO DEVICES INC$466.38-10.86%$3.3M0.19%6,929−29.8%
79ACNACCENTURE PLC IRELAND$178.25-0.34%$3.3M0.19%+18+0.1%
80DPZDOMINOS PIZZA INC$313.992.11%$3.3M0.19%+5,066+122.4%
81BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$3.3M0.18%204−0.4%
82BACBANK AMERICA CORP$53.83-0.63%$3.2M0.18%+677+1.0%
83TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$3.2M0.18%+3,355+25.9%
84IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$3.2M0.18%7,721−37.2%
85UBERUBER TECHNOLOGIES INC$70.71-2.08%$3.2M0.18%+8,751+24.9%
86BURLBURLINGTON STORES INC$317.05-1.53%$3.1M0.18%+793+8.9%
87AZOAUTOZONE INC$3116.431.12%$3.1M0.18%+19+2.1%
88KLACKLA CORP$1929.20-9.47%$3.1M0.18%+354+20.1%
89ORLYOREILLY AUTOMOTIVE INC$90.332.18%$3.1M0.17%336,616−90.9%
90TTTRANE TECHNOLOGIES PLC$456.84-1.49%$3.1M0.17%772−9.4%
91MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$3.0M0.17%+15,998+109.8%
92MUMICRON TECHNOLOGY INC$864.01-13.25%$3.0M0.17%9,181−50.9%
93FSLRFIRST SOLAR INC$279.01-11.41%$3.0M0.17%+13,313+788.2%
94WTWWILLIS TOWERS WATSON PLC LTD$263.541.91%$2.9M0.16%+4,625+84.8%
95CCITIGROUP INC$132.47-1.98%$2.9M0.16%+13,276+106.3%
96CITHE CIGNA GROUP$289.483.14%$2.9M0.16%2,933−21.4%
97EDCONSOLIDATED EDISON INC$106.262.09%$2.8M0.16%1,537−5.8%
98JCIJOHNSON CONTROLS INTERNATION$143.65-2.54%$2.8M0.16%+5,542+34.3%
99LOWLOWES COS INC$210.741.55%$2.8M0.16%+2,291+23.8%
100JBLJABIL INC$353.24-5.51%$2.8M0.16%+4,979+90.1%
101SPGIS&P GLOBAL INC$2.8M0.16%+381+6.2%
102ADBEADOBE INC$2.8M0.16%6,803−37.3%
103TPLTEXAS PACIFIC LAND CORPORATI$2.8M0.16%1,425−19.6%
104DISDISNEY WALT CO$2.7M0.15%239,117−89.4%
105LINLINDE PLC$2.7M0.15%8,255−60.5%
106AXPAMERICAN EXPRESS CO$2.6M0.15%379−4.2%
107AAGILENT TECHNOLOGIES INC$2.6M0.15%+15,022+191.6%
108RSGREPUBLIC SVCS INC$2.5M0.14%+1,705+17.3%
109VZVERIZON COMMUNICATIONS INC$2.5M0.14%77,512−60.8%
110WCNWASTE CONNECTIONS INC$2.5M0.14%12,617−45.1%
111EAELECTRONIC ARTS INC$2.5M0.14%+1,632+15.4%
112BKBANK NEW YORK MELLON CORP$2.5M0.14%+10,646+103.6%
113BALLBALL CORP$2.4M0.14%8,767−17.5%
114FTITECHNIPFMC PLC$2.4M0.14%+5,300+17.7%
115CDNSCADENCE DESIGN SYSTEM INC$2.4M0.14%+2,457+39.2%
116MRKMERCK & CO INC$2.3M0.13%38,649−66.4%
117STTSTATE STR CORP$2.3M0.13%+15,171+463.4%
118MRSHMARSH & MCLENNAN COS INC$2.3M0.13%+5,018+60.6%
119PEGPUBLIC SVC ENTERPRISE GROUP$2.3M0.13%+20,777+270.8%
120CBCHUBB LTD SWITZ$2.3M0.13%+103+1.5%
121ABTABBOTT LABORATORIES$2.3M0.13%2,973−11.8%
122WTRGESSENTIAL UTILS INC$2.3M0.13%70,908−55.6%
123CIENCIENA CORP$2.3M0.13%+3,173+118.4%
124UPSUNITED PARCEL SVCS INC$2.3M0.13%+11,974+109.1%
125TAT&T INC$2.3M0.13%49,178−38.7%
126PFGPRINCIPAL FINANCIAL GROUP IN$2.2M0.13%+3,822+18.1%
127KRKROGER CO$2.2M0.13%15,759−33.8%
128MCOMOODYS CORP$2.2M0.13%+405+8.6%
129TWTRADEWEB MKTS INC$2.2M0.12%+2,718+16.9%
130CCICROWN CASTLE INC$2.2M0.12%6,695−19.8%
131WPCWP CAREY INC$2.2M0.12%2,403−7.0%
132TRMBTRIMBLE INC$2.2M0.12%+21,433+184.0%
133ELVELEVANCE HEALTH INC FORMERLY$2.2M0.12%613−7.7%
134PGRPROGRESSIVE CORP$2.1M0.12%5,180−32.3%
135UNHUNITEDHEALTH GROUP INC$2.1M0.12%3,949−33.4%
136CDWCDW CORP$2.1M0.12%+648+3.8%
137UTHRUNITED THERAPEUTICS CORP DEL$2.1M0.12%1,429−28.5%
138TGTTARGET CORP$2.1M0.12%+10,914+165.8%
139NLYANNALY CAPITAL MANAGEMENT IN$2.1M0.12%+24,566+32.7%
140BKNGBOOKING HOLDINGS INC$2.1M0.12%200−28.6%
141QCOMQUALCOMM INC$2.1M0.12%18,309−53.2%
142NVRNVR INC$2.1M0.12%+284+979.3%
143PMPHILIP MORRIS INTL INC$2.0M0.11%4,696−27.6%
144CWCURTISS WRIGHT CORP$2.0M0.11%+580+24.2%
145KDPKEURIG DR PEPPER INC$2.0M0.11%43,527−36.2%
146METMETLIFE INC$2.0M0.11%+7,093+34.4%
147GWWWW GRAINGER INC$1.9M0.11%777−30.3%
148MTDMETTLER TOLEDO INTERNATIONAL$1.9M0.11%+78+5.3%
149HLTHILTON WORLDWIDE HLDGS INC$1.9M0.11%2,868−31.3%
150DLRDIGITAL RLTY TR INC$1.9M0.11%+5,042+91.8%
151COSTCOSTCO WHOLESALE CORPORATION$1.9M0.11%1,585−45.6%
152INTUINTUIT$1.9M0.11%1,933−30.8%
153AWKAMERICAN WTR WKS CO INC NEW$1.8M0.10%9,410−41.7%
154PHPARKER-HANNIFIN CORP$1.8M0.10%+265+15.3%
155VRSKVERISK ANALYTICS INC$1.8M0.10%9,208−49.7%
156CTVACORTEVA INC$1.7M0.10%17,111−45.3%
157ROLROLLINS INC$1.7M0.10%18,321−36.3%
158MPCMARATHON PETE CORP$1.7M0.10%+1,404+25.1%
159LPLALPL FINL HLDGS INC$1.7M0.10%+2,691+90.5%
160AMTAMERICAN TOWER CORP$1.7M0.10%10,055−50.5%
161OKEONEOK INC NEW$1.7M0.09%4,492−19.5%
162ESEVERSOURCE ENERGY$1.7M0.09%13,085−35.3%
163HPQHP INC$1.7M0.09%+40,696+89.6%
164FLSFLOWSERVE CORP$1.6M0.09%+3,370+17.7%
165YUMYUM BRANDS INC$1.6M0.09%3,483−25.3%
166SYFSYNCHRONY FINANCIAL$1.6M0.09%5,000−17.6%
167STXSEAGATE TECHNOLOGY HLDNGS PL$1.6M0.09%+3,263+427.7%
168FOXAFOX CORP$1.6M0.09%+26,081+3572.7%
169MOALTRIA GROUP INC$1.5M0.09%12,812−35.3%
170ROKROCKWELL AUTOMATION INC$1.5M0.09%359−7.7%
171FOXFOX CORP$1.5M0.08%+11,916+72.2%
172AMGNAMGEN INC$1.5M0.08%3,345−44.0%
173PLTRPALANTIR TECHNOLOGIES INC$1.5M0.08%+582+6.1%
174ACAARCOSA INC$1.5M0.08%+2,105+17.7%
175WRBBERKLEY W R CORP$1.5M0.08%+2,588+13.0%
176ADPAUTOMATIC DATA PROCESSING IN$1.5M0.08%6,149−46.0%
177VRSNVERISIGN INC$1.5M0.08%5,866−50.0%
178NBISNEBIUS GROUP N.V.$1.4M0.08%+13,926NEW
179MASMASCO CORP$1.4M0.08%+3,130+15.1%
180VICIVICI PPTYS INC$1.4M0.08%40,538−43.6%
181ACGLARCH CAP GROUP LTD$1.4M0.08%3,914−21.1%
182MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.08%+20,478+1904.9%
183BSXBOSTON SCIENTIFIC CORP$1.4M0.08%973−4.2%
184ECLECOLAB INC$1.4M0.08%5,357−50.9%
185AMCRAMCOR PLC$1.4M0.08%+34,314NEW
186ROADCONSTRUCTION PARTNERS INC$1.3M0.08%+1,810+17.7%
187CRMSALESFORCE INC$1.3M0.07%8,869−55.5%
188NMRKNEWMARK GROUP INC$1.3M0.07%+13,215+17.7%
189CATCATERPILLAR INC$1.3M0.07%1,717−48.1%
190LYVLIVE NATION ENTERTAINMENT IN$1.3M0.07%+7,617+847.3%
191ORCLORACLE CORP$1.3M0.07%17,212−66.2%
192WBDWARNER BROS DISCOVERY INC$1.3M0.07%+42,500+962.4%
193MSCIMSCI INC$1.3M0.07%+558+30.7%
194WATWATERS CORP$1.3M0.07%+3,826+833.6%
195CRCRANE COMPANY$1.3M0.07%+3,205+75.5%
196ALLALLSTATE CORP$1.2M0.07%2,553−29.8%
197ALLEALLEGION PLC$1.2M0.07%+979+12.9%
198AJGGALLAGHER ARTHUR J & CO$1.2M0.07%1,169−16.9%
199TRVTRAVELERS COMPANIES INC$1.2M0.07%2,407−36.1%
200LDOSLEIDOS HOLDINGS INC$1.2M0.07%667−7.7%
201ULTAULTA BEAUTY INC$1.2M0.07%690−22.6%
202TOLTOLL BROTHERS INC$1.2M0.07%+1,355+17.7%
203HLIOHELIOS TECHNOLOGIES INC$1.2M0.07%5,895−24.1%
204TMUST-MOBILE US INC$1.2M0.07%7,087−55.7%
205DLTRDOLLAR TREE INC$1.2M0.07%+4,651+76.4%
206IDXXIDEXX LABS INC$1.1M0.06%+976+91.6%
207EQHEQUITABLE HLDGS INC$1.1M0.06%+28,007+1094.0%
208RKTROCKET COS INC$1.1M0.06%+20,073+33.8%
209ADSKAUTODESK INC$1.1M0.06%+2,319+97.7%
210GILDGILEAD SCIENCES INC$1.1M0.06%18,466−69.7%
211GDGENERAL DYNAMICS CORP$1.1M0.06%4,714−59.7%
212COFCAPITAL ONE FINL CORP$1.1M0.06%116,356−95.1%
213SPOTSPOTIFY TECHNOLOGY S A$1.1M0.06%493−18.0%
214RSRELIANCE INC$1.0M0.06%2,169−38.7%
215ANETARISTA NETWORKS INC$1.0M0.06%4,414−34.3%
216EOGEOG RES INC$1.0M0.06%7,823−52.2%
217DECKDECKERS OUTDOOR CORP$1.0M0.06%+4,205+69.9%
218SBACSBA COMMUNICATIONS CORP$1.0M0.06%1,525−20.6%
219MSIMOTOROLA SOLUTIONS INC$995K0.06%9,611−80.7%
220GAPGAP INC$992K0.06%+41,000NEW
221DHID R HORTON INC$992K0.06%2,729−27.4%
222MKLMARKEL GROUP INC$990K0.06%199−27.8%
223SNDKSANDISK CORP$972K0.05%235−13.3%
224APDAIR PRODUCTS AND CHEMICALS I$963K0.05%+2,092+170.9%
225IFFINTERNATIONAL FLAVORS&FRAGRA$947K0.05%13,133−50.1%
226CVSCVS HEALTH CORP$943K0.05%6,094−31.7%
227IRMIRON MTN INC DEL$942K0.05%+8,322+924.7%
228BROBROWN & BROWN INC$934K0.05%+210+1.5%
229FTNTFORTINET INC$926K0.05%3,772−25.0%
230FLEXFLEXTRONICS INTL LTD$919K0.05%+10,430+289.4%
231PLDPROLOGIS INC.$911K0.05%13,043−65.4%
232CAHCARDINAL HEALTH INC$909K0.05%9,043−67.8%
233SANMSANMINA CORP$902K0.05%+6,960NEW
234WDCWESTERN DIGITAL CORP$886K0.05%1,024−23.8%
235HBANHUNTINGTON BANCSHARES INC$880K0.05%+30,135+115.5%
236CRWDCROWDSTRIKE HLDGS INC$859K0.05%+32+1.5%
237AGXARGAN INC$855K0.05%+1,570NEW
238TERTERADYNE INC$854K0.05%+1,457+102.3%
239NXPINXP SEMICONDUCTORS N V$847K0.05%+1,209+39.1%
240COHRCOHERENT CORP$843K0.05%1,157−24.6%
241AVBAVALONBAY CMNTYS INC$830K0.05%5,397−51.5%
242CLCOLGATE PALMOLIVE CO$828K0.05%47,532−83.0%
243MELIMERCADOLIBRE INC$823K0.05%189−28.4%
244REGNREGENERON PHARMACEUTICALS$823K0.05%3,221−75.2%
245JKHYHENRY JACK & ASSOC INC$810K0.05%3,331−39.4%
246COPCONOCOPHILLIPS$802K0.05%12,432−67.2%
247TDGTRANSDIGM GROUP INC$799K0.04%423−38.0%
248TPRTAPESTRY INC$786K0.04%+3,228+137.8%
249VMIVALMONT INDS INC$777K0.04%+290+17.5%
250ERIEERIE INDTY CO$776K0.04%737−19.3%
251SUISUN CMNTYS INC$768K0.04%1,693−21.7%
252SOLVSOLVENTUM CORP$765K0.04%+5,422+86.1%
253XPOXPO INC$758K0.04%805−17.1%
254CEGCONSTELLATION ENERGY CORP$751K0.04%+2,294+579.3%
255PYPLPAYPAL HLDGS INC$744K0.04%+4,628+39.2%
256OMCOMNICOM GROUP INC$740K0.04%+2,133+27.7%
257CNPCENTERPOINT ENERGY INC$739K0.04%8,074−32.1%
258FASTFASTENAL CO$731K0.04%20,531−56.6%
259GSGOLDMAN SACHS GROUP INC$728K0.04%321−27.2%
260EBAYEBAY INC.$718K0.04%6,529−45.3%
261EQTEQT CORP$718K0.04%2,596−18.7%
262VLTOVERALTO CORP$718K0.04%+3,577+78.8%
263DELLDELL TECHNOLOGIES INC$708K0.04%1,080−20.0%
264CVNACARVANA CO$704K0.04%+2,053+1097.9%
265DHRDANAHER CORP DEL$701K0.04%12,318−76.9%
266BDXBECTON DICKINSON & CO$697K0.04%+2,092+89.4%
267RCLROYAL CARIBBEAN GROUP$692K0.04%+1,050+71.6%
268CCL1EURCARNIVAL CORP$692K0.04%+5,887+28.2%
269RKLBROCKET LAB CORP$690K0.04%+8,432+363.9%
270AMRZAMRIZE LTD$690K0.04%+9,170+291.7%
271CPRTCOPART INC$689K0.04%8,567−29.2%
272WSMWILLIAMS SONOMA INC$687K0.04%+2,913+341.1%
273ATOATMOS ENERGY CORP$679K0.04%2,587−41.3%
274GLPIGAMING & LEISURE P$678K0.04%15,649−50.6%
275NOWSERVICENOW INC$677K0.04%132,636−95.3%
276DUKDUKE ENERGY CORP NEW$676K0.04%+3,851+293.5%
277HBMHUDBAY MINERALS INC$664K0.04%+31,775NEW
278WDAYWORKDAY INC$663K0.04%5,059−49.8%
279HUMHUMANA INC$650K0.04%+1,591+73.8%
280INTCINTEL CORP$646K0.04%20,081−57.8%
281CRHCRH PLC$635K0.04%+3,413+130.1%
282HEIHEICO CORP NEW$632K0.04%+2,056+822.4%
283SBUXSTARBUCKS CORP$627K0.04%8,441−54.7%
284VRTXVERTEX PHARMACEUTICALS INC$626K0.04%2,846−67.0%
285HIGHARTFORD INSURANCE GROUP INC$626K0.04%13,414−74.3%
286AIGAMERICAN INTL GROUP INC$626K0.04%3,695−30.8%
287HEI/AHEICO CORP NEW$621K0.03%+2,512+582.8%
288CTRACOTERRA ENERGY INC$616K0.03%20,657−54.1%
289GDDYGODADDY INC$615K0.03%+109+1.5%
290HO1HOLOGIC INC$612K0.03%1,583−16.4%
291ZNGAZOOM COMMUNICATIONS INC$608K0.03%10,064−57.1%
292PSAPUBLIC STORAGE OPER CO$603K0.03%3,647−62.1%
293HCAHCA HEALTHCARE INC$601K0.03%835−39.6%
294MSMORGAN STANLEY$597K0.03%625−14.7%
295QUREQUANTA SVCS INC$592K0.03%512−32.2%
296OTISOTIS WORLDWIDE CORP$584K0.03%3,686−32.7%
297TYLTYLER TECHNOLOGIES INC$582K0.03%3,102−64.6%
298VLOVALERO ENERGY CORP$580K0.03%3,173−57.5%
299CBRECBRE GROUP INC$577K0.03%19,517−82.1%
300CMGCHIPOTLE MEXICAN GRILL INC$573K0.03%29,562−62.3%
301AEEAMEREN CORP$573K0.03%2,160−29.3%
302HSYHERSHEY CO$568K0.03%1,836−40.2%
303ISRGINTUITIVE SURGICAL INC$561K0.03%5,476−81.8%
304BRBROADRIDGE FINL SOLUTIONS IN$560K0.03%2,076−37.6%
305VRTVERTIV HOLDINGS CO$560K0.03%4,437−66.5%
306TWLOTWILIO INC$555K0.03%+64+1.5%
307DDOGDATADOG INC$555K0.03%4,034−46.2%
308DRIDARDEN RESTAURANTS INC$538K0.03%2,496−47.6%
309FISFIDELITY NATL INFORMATION SV$537K0.03%16,239−58.6%
310ZSZSCALER INC$535K0.03%+56+1.5%
311PAYXPAYCHEX INC$531K0.03%3,056−34.7%
312OKTAOKTA INC$524K0.03%+97+1.5%
313FWONKLIBERTY MEDIA CORP DEL$515K0.03%+5,167+581.9%
314WCCWESCO INTL INC$506K0.03%+275+17.5%
315FDXFEDEX CORP$502K0.03%4,849−77.5%
316FEFIRSTENERGY CORP$500K0.03%6,235−38.7%
317KMBKIMBERLY-CLARK CORP$500K0.03%4,656−47.3%
318EXPDEXPEDITORS INTL WASH INC$497K0.03%6,551−65.4%
319CINFCINCINNATI FINL CORP$491K0.03%896−22.3%
320PCGPG&E CORP$485K0.03%71,436−72.1%
321LLOEWS CORP$484K0.03%+66+1.5%
322APHAMPHENOL CORP$482K0.03%2,080−35.3%
323CTASCINTAS CORP$482K0.03%1,028−26.5%
324INVHINVITATION HOMES INC$479K0.03%7,407−27.7%
325NDAQNASDAQ INC$478K0.03%27,124−82.8%
326SNOWSNOWFLAKE INC$477K0.03%+747+30.9%
327TSCOTRACTOR SUPPLY CO$475K0.03%10,039−48.9%
328TSNTYSON FOODS INC$471K0.03%+108+1.5%
329FNFFIDELITY NATL FINL INC$465K0.03%+148+1.5%
330HXLHEXCEL CORP NEW$457K0.03%8,965−61.3%
331MAAMID-AMER APT CMNTYS INC$456K0.03%3,054−45.0%
332CMCSACOMCAST CORP NEW$453K0.03%18,060−53.4%
333IOTSAMSARA INC$444K0.02%+206+1.5%
334FICOFAIR ISAAC CORP$442K0.02%+6+1.5%
335NBIXNEUROCRINE BIOSCIENCES INC$441K0.02%982−22.7%
336PINSPINTEREST INC$440K0.02%+13,653+131.8%
337EXREXTRA SPACE STORAGE INC$439K0.02%3,928−54.0%
338HRIHERC HLDGS INC$439K0.02%4,440−50.2%
339SNASNAP ON INC$433K0.02%880−42.5%
340DASHDOORDASH INC$429K0.02%4,753−62.4%
341MNSTMONSTER BEVERAGE CORP NEW$429K0.02%+2,986+101.7%
342FCNCAFIRST CTZNS BANCSHARES INC D$428K0.02%191−45.7%
343HRLHORMEL FOODS CORP$425K0.02%20,026−51.6%
344EIXEDISON INTL$423K0.02%8,354−59.1%
345CHRWC H ROBINSON WORLDWIDE IN$422K0.02%2,575−50.3%
346NKENIKE INC$421K0.02%12,269−60.6%
347HPEHEWLETT PACKARD ENTERPRISE C$418K0.02%22,801−56.5%
348GLWCORNING INC$414K0.02%3,261−51.7%
349GMGENERAL MTRS CO$413K0.02%+2,088+60.4%
350GRMNGARMIN LTD$413K0.02%641−26.5%
351TOSTTOAST INC$410K0.02%+227+1.5%
352INCYINCYTE CORP$407K0.02%4,450−50.7%
353ABNBAIRBNB INC$405K0.02%+47+1.5%
354NTAPNETAPP INC$405K0.02%+58+1.5%
355PCARPACCAR INC$404K0.02%805−18.7%
356EQIXEQUINIX INC$403K0.02%1,202−74.5%
357UNPUNION PAC CORP$401K0.02%5,699−77.5%
358EMEEMCOR GROUP INC$400K0.02%+8+1.5%
359OXYOCCIDENTAL PETE CORP$399K0.02%5,972−49.3%
360HALHALLIBURTON CO$396K0.02%23,320−69.6%
361TEAMATLASSIAN CORPORATION$393K0.02%4,856−45.8%
362NETCLOUDFLARE INC$392K0.02%+28+1.5%
363FLUTFLUTTER ENTMT PLC$391K0.02%2,859−42.7%
364CSXCSX CORP$389K0.02%11,649−55.1%
365VEEVVEEVA SYS INC$385K0.02%1,196−35.3%
366ZBHZIMMER BIOMET HOLDINGS INC$384K0.02%2,489−37.0%
367SHWSHERWIN WILLIAMS CO$381K0.02%2,033−63.1%
368AVYAVERY DENNISON CORP$378K0.02%4,008−64.7%
369NTRSNORTHERN TR CORP$375K0.02%+39+1.5%
370DOCHEALTHPEAK PROPERTIES INC$374K0.02%12,832−36.0%
371WSTWEST PHARMACEUTICAL SVSC INC$373K0.02%+746+100.7%
372FFIVF5 INC$373K0.02%+457+55.0%
373SLBSLB LIMITED$371K0.02%11,356−61.1%
374XYZBLOCK INC$364K0.02%+4,721+355.8%
375GPCGENUINE PARTS CO$363K0.02%4,846−58.5%
376CLXCLOROX CO DEL$361K0.02%5,022−59.0%
377EXPEEXPEDIA GROUP INC$360K0.02%+782+100.5%
378RBLXROBLOX CORP$360K0.02%+3,067+93.2%
379ROPROPER TECHNOLOGIES INC$359K0.02%2,582−71.8%
380JJACOBS SOLUTIONS INC$358K0.02%1,122−28.5%
381WSOWATSCO INC$354K0.02%+803+472.4%
382SATSECHOSTAR CORP$353K0.02%+44+1.5%
383KEYSKEYSIGHT TECHNOLOGIES INC$352K0.02%12,442−90.9%
384LVSLAS VEGAS SANDS CORP$352K0.02%+4,225+183.8%
385PSXPHILLIPS 66$349K0.02%3,096−61.7%
386DXCMDEXCOM INC$348K0.02%+81+1.5%
387SYKSTRYKER CORPORATION$346K0.02%+15+1.4%
388ACMAECOM$345K0.02%+2,046+101.0%
389REGREGENCY CTRS CORP$345K0.02%+67+1.5%
390FANGDIAMONDBACK ENERGY INC$344K0.02%2,088−54.6%
391USBUS BANCORP$343K0.02%+97+1.5%
392STLDSTEEL DYNAMICS INC$340K0.02%1,255−39.9%
393KHCKRAFT HEINZ CO$340K0.02%10,298−40.5%
394FFORD MTR CO$337K0.02%+8,667+42.2%
395KVUEKENVUE INC$337K0.02%36,722−65.2%
396XYLXYLEM INC$337K0.02%142,108−98.1%
397BGBUNGE GLOBAL SA$336K0.02%7,372−73.6%
398DKSDICKS SPORTING GOODS INC$334K0.02%+1,375+442.1%
399MTBM & T BK CORP$332K0.02%900−35.9%
400IBKRINTERACTIVE BROKERS GROUP IN$332K0.02%+3,184+180.6%
401HUBSHUBSPOT INC$330K0.02%+20+1.5%
402ITGARTNER INC$329K0.02%+30+1.5%
403CHTRCHARTER COMMUNICATIONS INC$329K0.02%+826+118.3%
404PNCPNC FINL SVCS GROUP INC$326K0.02%+23+1.5%
405DKNGDRAFTKINGS INC NEW$325K0.02%+12,707+541.9%
406BIIBBIOGEN INC$324K0.02%709−28.6%
407GPNGLOBAL PMTS INC$318K0.02%+1,840+63.7%
408ZIONZIONS BANCORPORATION NATL AS$318K0.02%29,635−84.3%
409ALNYALNYLAM PHARMACEUTICALS INC$318K0.02%+14+1.5%
410WMT2WELLS FARGO & CO$318K0.02%+2,656+198.7%
411NTRANATERA INC$316K0.02%+550+53.5%
412IEXIDEX CORP$314K0.02%+24+1.5%
413APPAPPLOVIN CORP$313K0.02%+636+424.0%
414FISVFISERV INC$312K0.02%6,407−53.4%
415NWSANEWS CORP NEW$312K0.02%+9,418+305.1%
416SNAPSNAP INC$311K0.02%+63,445+1520.4%
417CARRCARRIER GLOBAL CORPORATION$311K0.02%2,380−30.1%
418GEHCGE HEALTHCARE TECHNOLOGIES I$309K0.02%+64+1.5%
419WALWESTERN ALLIANCE BANCORP$308K0.02%6,995−61.7%
420EFXEQUIFAX INC$308K0.02%+856+100.5%
421TMOTHERMO FISHER SCIENTIFIC INC$307K0.02%4,094−86.8%
422AXONAXON ENTERPRISE INC$305K0.02%453−38.7%
423EXEEXPAND ENERGY CORPORATION$304K0.02%+1,912+223.4%
424PTCPTC INC$303K0.02%+1,319+163.0%
425FIXCOMFORT SYS USA INC$302K0.02%+3+1.4%
426FTVFORTIVE CORP$302K0.02%+3,516+181.1%
427SSNCSS&C TECH HLDGS$300K0.02%+2,669+150.5%
428INSMINSMED INC$299K0.02%+27+1.5%
429CFGCITIZENS FINL GROUP INC$298K0.02%+2,786+127.2%
430TFCTRUIST FINL CORP$298K0.02%20,020−75.5%
431NSCNORFOLK SOUTHN CORP$297K0.02%389−27.3%
432AMPAMERIPRISE FINL INC$296K0.02%+449+206.9%
433PRUPRUDENTIAL FINL INC$296K0.02%+1,192+64.9%
434FITBFIFTH THIRD BANCORP$295K0.02%15,435−70.8%
435STZCONSTELLATION BRANDS INC$294K0.02%7,068−78.3%
436CTSHCOGNIZANT TECHNOLOGY SOLUTIO$294K0.02%33,236−87.4%
437CNHCNH INDL N V$293K0.02%+391+1.5%
438ESSESSEX PPTY TR INC$292K0.02%+18+1.5%
439COINCOINBASE GLOBAL INC$292K0.02%+1,275+322.0%
440IQVIQVIA HLDGS INC$291K0.02%4,134−70.8%
441JBHTHUNT J B TRANS SVCS INC$290K0.02%1,017−42.6%
442TROWPRICE T ROWE GROUP INC$290K0.02%+2,024+170.4%
443RPMRPM INTL INC$287K0.02%1,212−29.6%
444LULULULULEMON ATHLETICA INC$286K0.02%+822+78.4%
445MSTRSTRATEGY INC$282K0.02%+1,523+206.1%
446NDSNNORDSON CORP$282K0.02%+15+1.4%
447SRESEMPRA$282K0.02%11,109−79.3%
448LIILENNOX INTL INC$282K0.02%+9+1.5%
449RFREGIONS FINANCIAL CORP NEW$281K0.02%80,472−88.2%
450APOAPOLLO GLOBAL MGMT INC$280K0.02%+1,471+141.0%
451PEVERPURE INC$280K0.02%+1,686+55.1%
452ODFLOLD DOMINION FREIGHT LINE IN$278K0.02%2,094−59.5%
453EMREMERSON ELEC CO$277K0.02%2,034−49.0%
454SOSOUTHERN CO$277K0.02%+2,310+415.5%
455SPGSIMON PPTY GROUP INC NEW$277K0.02%+986+198.4%
456ADIANALOG DEVICES INC$276K0.02%448−34.0%
457TDYTELEDYNE TECHNOLOGIES INC$275K0.02%+208+84.2%
458RDDTREDDIT INC$274K0.02%+1,779+694.9%
459LHLABCORP HOLDINGS INC$274K0.02%+640+165.8%
460GENGEN DIGITAL INC$271K0.02%15,550−51.9%
461CSLCARLISLE COS INC$269K0.02%+12+1.5%
462ZZILLOW GROUP INC$268K0.02%+5,717+741.5%
463BXBLACKSTONE INC$268K0.02%+878+60.3%
464ITWILLINOIS TOOL WKS INC$267K0.01%+423+70.1%
465TTDTHE TRADE DESK INC$267K0.01%+10,037+582.9%
466TRUTRANSUNION$267K0.01%+2,700+233.8%
467AFLAFLAC INC$266K0.01%17,530−87.8%
468EGEVEREST GROUP LTD$266K0.01%+485+147.9%
469LENLENNAR CORP$265K0.01%+1,273+71.8%
470RJFRAYMOND JAMES FINL INC$264K0.01%+27+1.5%
471KKRKKR & CO INC$264K0.01%+2,214+345.4%
472PHMPULTE GROUP INC$264K0.01%3,990−64.0%
473TXNTEXAS INSTRS INC$262K0.01%468−25.7%
474COOCOOPER COS INC$259K0.01%+2,680+284.2%
475WABWABTEC$259K0.01%+15+1.5%
476CPAYCORPAY INC$259K0.01%1,255−58.5%
477CGCARLYLE GROUP INC$259K0.01%+4,326+424.5%
478RIVNRIVIAN AUTOMOTIVE INC$258K0.01%+13,923+428.5%
479WYWEYERHAEUSER CO$258K0.01%+6,747+176.3%
480HOODROBINHOOD MKTS INC$258K0.01%5,145−58.0%
481CRBGCOREBRIDGE FINL INC$257K0.01%+4,650+75.8%
482KIMKIMCO REALTY CORP$255K0.01%+166+1.5%
483AFRMAFFIRM HLDGS INC$252K0.01%+4,314+365.0%
484PNRPENTAIR PLC$251K0.01%+1,151+66.4%
485FERGFERGUSON ENTERPRISES INC$251K0.01%2,598−70.7%
486ARESARES MANAGEMENT CORPORATION$251K0.01%2,201−48.9%
487TELTE CONNECTIVITY PLC$250K0.01%+640+115.5%
488KEYKEYCORP$248K0.01%+182+1.5%
489UHSUNIVERSAL HLTH SVCS INC$248K0.01%+1,008+266.7%
490RMDRESMED INC$244K0.01%1,707−61.1%
491BBYBEST BUY INC$241K0.01%+55+1.5%
492AEPAMERICAN ELEC PWR CO INC$238K0.01%+1,347+285.4%
493PODDINSULET CORP$236K0.01%+17+1.5%
494CRWVCOREWEAVE INC$234K0.01%+1,606+113.3%
495APTVAPTIV PLC$234K0.01%7,829−70.0%
496SMCISUPER MICRO COMPUTER INC$232K0.01%+7,646+300.7%
497SYYSYSCO CORP$229K0.01%+62+2.0%
498SOFISOFI TECHNOLOGIES INC$229K0.01%+10,273+249.3%
499ONON SEMICONDUCTOR CORP$227K0.01%+2,880+370.2%
500ZBRAZEBRA TECHNOLOGIES CORPORATI$226K0.01%+731+207.7%

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