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Institutional

Quantitative Investment Management, LLC

CIK 0001445911
$962,535
Reported AUM
363
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Quantitative Investment Management, LLC · Q1 2026

AI · grounded in 13F

Quantitative Investment Management, LLC closed its position in the Materials Select Sector SPDR Fund XLB, reducing exposure by $51,093. The fund also exited positions in Nvidia Corp NVDA and the SPDR S&P REGIONAL BANKING ETF KRE, totaling losses of $41,036 and $34,194 respectively. On the buy side, the fund established a new position in Microsoft Corp MSFT worth $27,190. Other new additions include Ishr S&P Gs Sftw IGV at $20,390 and Alphabet Inc A GOOGL at $19,237.

Portfolio · Q1 2026

XLIMSFTIGVGOOGLOther$754,873QL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1XLIIndustrial Select Sector SPDR Fund$176.66-3.19%23.44%88.31%$29K3.02%HELD
2MSFTMicrosoft Corp$390.54-0.71%-24.89%34.54%$27K2.82%HELD
3IGVIshr S&P Gs Sftw$92.370.64%-14.96%9.17%$20K2.12%HELD
4GOOGLAlphabet Inc A$336.710.90%76.51%132.04%$19K2.00%HELD
5XLPConsumer Staples Select Sector SPDR Fund$87.360.34%11.62%37.49%$18K1.84%HELD
6IBITiShares Bitcoin Trust ETF$36.00-0.39%-43.72%2.03%$14K1.50%HELD
7XBISPDR S&P Biotech ETF$147.91-1.25%72.76%11.95%$14K1.48%HELD
8ORCLOracle Corp$117.74-1.85%-50.36%43.97%$14K1.47%HELD
9XLYConsumer Discretionary Select Sector SPD$111.61-0.77%4.91%27.64%$14K1.42%HELD
10INTUIntuit Inc$333.136.43%-57.09%-39.66%$13K1.33%HELD
11EWYiShares MSCI South Korea ETF$144.21-4.78%108.70%84.71%$13K1.32%HELD
12SOFISoFi Technologies Inc$15.25-8.90%-28.17%7.55%$12K1.25%HELD
13LMTLockheed Martin Corp$569.20-2.08%38.85%79.73%$11K1.17%HELD
14XLVHealth Care Select Sector SPDR Fund$166.24-0.61%29.78%34.14%$11K1.17%HELD
15HOODRobinhood Markets Inc$89.84-3.15%-10.07%102.71%$11K1.12%HELD
16ETHAiShares Ethereum Trust ETF$14.24-1.73%-45.98%-24.67%$11K1.10%HELD
17TSMTaiwan Semiconductor Manufacturing CoLtd$374.67-4.50%61.05%241.53%$10K1.08%HELD
18XLFFinancial Select Sector SPDR Fund$56.68-1.60%12.30%61.42%$10K1.07%HELD
19QCOMQualcomm Inc$155.68-4.42%7.27%18.23%$10K1.07%HELD
20MUMICRON TECHNOLOGY INC$739.00-9.94%683.61%1041.72%$10K1.01%HELD
21NOWServiceNow Inc$115.764.65%-36.70%-10.07%$10K1.00%HELD
22LLYELI LILLY AND CO$1210.02-0.87%61.25%393.83%$9K0.93%HELD
23SHOPShopify Inc$129.17-0.85%8.91%-15.29%$9K0.90%HELD
24RTXRtx Corp$215.25-1.52%40.31%183.53%$9K0.89%HELD
25CATCaterpillar Inc$782.71-6.91%84.23%304.51%$9K0.89%HELD
26AMZNAmazon.com Inc$226.65-1.82%5.54%30.60%$8K0.88%HELD
27ABTAbbott Laboratories$108.000.68%-12.22%-4.75%$8K0.87%HELD
28ASMLASML HOLDING N.V.$1550.69-2.04%130.99%99.17%$8K0.86%HELD
29APHAMPHENOL CORP$150.314.49%45.08%310.42%$8K0.85%HELD
30ITAiShares U.S. Aerospace & Defense ETF$236.26-3.56%23.13%135.58%$8K0.83%HELD
31GEGE Aerospace$350.63-3.56%$8K0.83%HELD
32BKNGBooking Holdings Inc$201.301.00%$8K0.81%HELD
33GILDGILEAD SCIENCES INC$132.73-1.18%$7K0.77%HELD
34XMESPDR S&P Metals & Mining ETF$97.58-3.81%$7K0.75%HELD
35FSLRFirst Solar Inc$199.24-1.65%$7K0.75%HELD
36PYPLPayPal Holdings Inc$58.350.05%$7K0.68%HELD
37MAMastercard Incorp Common Stock$563.320.10%$7K0.68%HELD
38DASHDoorDash Inc$193.53-1.02%$7K0.68%HELD
39WDAYWorkday Inc$168.015.21%$6K0.66%HELD
40IBBiShares Biotechnology ETF$188.53-1.04%$6K0.66%HELD
41SMHVanEck Semiconductor ETF$504.22-4.79%$6K0.65%HELD
42IBMInternational Business Machines Corp$226.44-0.49%$6K0.62%HELD
43BSXBoston Scientific Corp$46.04-0.04%$6K0.61%HELD
44MDBMongoDB Inc Cl A$321.103.37%$6K0.59%HELD
45ROPRoper Technologies Inc$408.074.39%$6K0.59%HELD
46XRTSPDR S&P Retail ETF$91.40-0.13%$6K0.59%HELD
47JNJJohnson & Johnson$265.53-0.45%$6K0.58%HELD
48RBLXRoblox Corp$50.131.27%$6K0.58%HELD
49CAHCardinal Health Inc$229.12-1.46%$5K0.53%HELD
50CMCSACOMCAST CORP-CLASS A$24.611.74%$5K0.53%HELD
51ADPAUTOMATIC DATA PROCESSING INC$273.373.48%$5K0.51%HELD
52SOXXiShares Semiconductor ETF$465.00-5.38%$5K0.48%HELD
53ZSZscaler Inc$153.771.41%$5K0.47%HELD
54CMICUMMINS INC$606.00-5.55%$4K0.47%HELD
55FDNFirst Trust DJ Internet Index Fund$267.77-0.18%$4K0.46%HELD
56KWEBKraneShares CSI China Internet ETF$27.801.79%$4K0.46%HELD
57PHPARKER-HANNIFIN CORP$951.07-4.03%$4K0.45%HELD
58NOCNorthrop Grumman Corp$535.05-2.58%$4K0.44%HELD
59VWOVanguard FTSE Emerging Markets ETF$56.92-1.42%$4K0.44%HELD
60VEEVVeeva Systems Inc$207.913.33%$4K0.44%HELD
61CDNSCADENCE DESIGN SYSTEMS INC$332.76-3.47%$4K0.43%HELD
62EWJISHARES MSCI JAPAN INDEX FUND$89.35-0.53%$4K0.43%HELD
63HWMHowmet Aerospace$272.79-4.63%$4K0.43%HELD
64HONHoneywell International Inc$241.12-2.40%$4K0.42%HELD
65SNPSSynopsys Inc$373.69-2.64%$4K0.42%HELD
66GSGOLDMAN SACHS GROUP INC (THE)$980.75-5.09%$4K0.42%HELD
67SNOWSnowflake Inc$282.904.64%$4K0.41%HELD
68STZCONSTELLATION BRANDS INC-A$131.75-0.20%$4K0.41%HELD
69XLKTechnology Select Sector SPDR Fund$166.57-2.64%$4K0.41%HELD
70AJGARTHUR J. GALLAGHER & CO.$268.911.36%$4K0.40%HELD
71SESea Ltd$108.370.89%$4K0.40%HELD
72PGRPROGRESSIVE CORP (THE)$219.990.21%$4K0.40%HELD
73VGTVanguard Information Tech ETF$108.20-2.41%$4K0.39%HELD
74SAPSap Ae Drc$185.993.81%$4K0.39%HELD
75BBYBest Buy Co. Inc$90.170.78%$4K0.39%HELD
76VVISA Inc$368.730.58%$4K0.38%HELD
77WSTWEST PHARMACEUTICAL SERVICES INC$337.460.14%$4K0.38%HELD
78CDWCdw Corp$147.922.70%$4K0.38%HELD
79PAYXPaychex Inc$122.132.74%$4K0.38%HELD
80EXPDExpeditors Intl of WA Inc$170.13-0.75%$4K0.37%HELD
81FDXFedEx Corp$308.61-1.29%$3K0.35%HELD
82COFCAPITAL ONE FINANCIAL CORP$208.71-1.74%$3K0.35%HELD
83GMGeneral Motors Co$89.40-1.00%$3K0.34%HELD
84TTWOTake-Two Interactive Software Inc$246.43-0.48%$3K0.34%HELD
85AXPAMERICAN EXPRESS CO$331.50-1.52%$3K0.34%HELD
86TMOTHERMO FISHER SCIENTIFIC INC$576.460.01%$3K0.34%HELD
87CRMSalesforce Inc$188.383.79%$3K0.32%HELD
88VALEVale S A ADR$14.65-0.34%$3K0.32%HELD
89WATWaters Corp$379.48-1.15%$3K0.32%HELD
90IQVIqvia Holdings Inc$247.561.90%$3K0.31%HELD
91HCAHCA Healthcare Inc$408.18-2.39%$3K0.31%HELD
92DHRDanaher Corp$196.49-1.29%$3K0.31%HELD
93MELIMercadoLibre Inc$1863.310.04%$3K0.30%HELD
94CSGPCoStar Group Inc$29.83-1.65%$3K0.30%HELD
95RVMDRevolution Medicines Inc$180.92-1.60%$3K0.30%HELD
96VRSKVerisk Analytics Inc$213.150.42%$3K0.30%HELD
97LRCXLAM RESEARCH CORP$252.35-6.40%$3K0.29%HELD
98RIORIO TINTO PLC$93.662.20%$3K0.29%HELD
99MNSTMONSTER BEVERAGE CORP$97.23-0.52%$3K0.29%HELD
100LYFTLYFT Inc$15.44-0.06%$3K0.29%HELD
101CHRWC.H. Robinson Worldwide Inc$3K0.28%HELD
102CLColgate-Palmolive Co$3K0.28%HELD
103EWCISHARES MSCI CANADA INDEX FUND$3K0.28%HELD
104AONAon Class A$3K0.28%HELD
105ISRGINTUITIVE SURGICAL INC$3K0.27%HELD
106PMPhilip Morris International Inc$3K0.26%HELD
107DELLDell Technologies Inc$3K0.26%HELD
108MDLZMONDELEZ INTERNATIONAL INC$3K0.26%HELD
109HUMHumana Inc$3K0.26%HELD
110HLHECLA MINING CO$3K0.26%HELD
111GDDYGoDaddy Inc$2K0.26%HELD
112MSIMotorola Solutions Inc$2K0.26%HELD
113IDXXIDEXX LABORATORIES INC$2K0.25%HELD
114TEAMAtlassian Corporation PLC$2K0.25%HELD
115ORLYO'reilly Automotive Inc$2K0.25%HELD
116AVAVAeroVironment Inc$2K0.24%HELD
117INSMInsmed Inc$2K0.24%HELD
118REGNREGENERON PHARMACEUTICALS INC$2K0.24%HELD
119TEVATEVA PHARMACEUTICAL-SP ADR$2K0.24%HELD
120WWAYFAIR INC$2K0.24%HELD
121NVSNOVARTIS AG$2K0.24%HELD
122PINSPinterest Inc$2K0.24%HELD
123HIIHuntington Ingalls Industries Inc$2K0.24%HELD
124ICLRICON PLC$2K0.23%HELD
125BBarrick Mining Corporation$2K0.23%HELD
126UPSUNITED PARCEL SERVICE INC$2K0.23%HELD
127WTWWillis Towers Watson PLC$2K0.22%HELD
128URAGlobal X Uranium ETF$2K0.22%HELD
129AALAmerican Airlines Group Inc$2K0.22%HELD
130RUNSunrun Inc$2K0.22%HELD
131CCJCAMECO CORP$2K0.22%HELD
132FFord Motor Co$2K0.22%HELD
133ACNAccenture Plc$2K0.22%HELD
134PODDInsulet Corp$2K0.21%HELD
135PCARPACCAR Inc$2K0.21%HELD
136DGDollar General Corp$2K0.21%HELD
137MOHMOLINA HEALTHCARE INC$2K0.20%HELD
138LHXL3Harris Technologies Inc$2K0.20%HELD
139CBRECBRE Group Inc Common Stock Class A$2K0.20%HELD
140EWWiShares MSCI Mexico ETF$2K0.20%HELD
141ARESAres Management LP$2K0.20%HELD
142TELTE Connectivity Ltd$2K0.19%HELD
143FTNTFortinet Inc$2K0.19%HELD
144NEMNewmont Corporation$2K0.19%HELD
145MOAltria Group$2K0.19%HELD
146RKTRocket Companies Inc$2K0.19%HELD
147SCCOSOUTHERN COPPER CORP$2K0.19%HELD
148MCOMOODY'S CORP$2K0.18%HELD
149JOBYJOBY Aviation$2K0.18%HELD
150BKBank Of New York Mellon Corp$2K0.18%HELD
151TDGTransdigm Group Inc$2K0.18%HELD
152FTAIFTAI Aviation Ltd$2K0.18%HELD
153JDJD.com Inc$2K0.18%HELD
154ZZillow Group Inc$2K0.18%HELD
155KTOSKratos Defense & Security Solutions Inc$2K0.18%HELD
156CORCencora Inc$2K0.18%HELD
157TCOMTrip.com Group Ltd$2K0.18%HELD
158SPGIS&P GLOBAL INC$2K0.18%HELD
159EWUiShares MSCI United Kingdom Etf$2K0.17%HELD
160WWDWoodward Inc$2K0.17%HELD
161XYLXylem Inc$2K0.17%HELD
162TYLTyler Technologies Inc$2K0.17%HELD
163AAgilent Technologies Inc$2K0.17%HELD
164DRIDARDEN RESTAURANTS INC$2K0.17%HELD
165CHDChurch & Dwight Co Inc$2K0.17%HELD
166INDAiShares MSCI India$2K0.17%HELD
167WYNNWYNN RESORTS LTD$2K0.17%HELD
168ILFiShares Latin America 40 ETF$2K0.17%HELD
169KMBKIMBERLY-CLARK CORP$2K0.16%HELD
170TRUTransUnion$1K0.16%HELD
171KGCKINROSS GOLD CORP COM NO PAR$1K0.15%HELD
172POOLPool Corp$1K0.15%HELD
173CNCCentene Corp$1K0.15%HELD
174DISWALT DISNEY CO (THE)$1K0.15%HELD
175DYDycom Industries Inc$1K0.15%HELD
176ELESTEE LAUDER COMPANIES INC (THE)$1K0.15%HELD
177LUVSOUTHWEST AIRLINES CO$1K0.15%HELD
178AFRMAffirm Holdings Inc$1K0.14%HELD
179PEverpure Inc$1K0.14%HELD
180ADSKAutodesk Inc$1K0.14%HELD
181EWTiShares MSCI Taiwan ETF$1K0.14%HELD
182STLAStellantis NV$1K0.14%HELD
183MANHMANHATTAN ASSOCIATES INC$1K0.14%HELD
184PAYCPaycom Software Inc$1K0.14%HELD
185MEDPMedpace Holdings$1K0.14%HELD
186AEOAmerican Eagle Outfitters Inc$1K0.14%HELD
187ALNYALNYLAM PHARMACEUTICALS INC$1K0.13%HELD
188VGKVanguard FTSEEuropean ETF$1K0.13%HELD
189MSMORGAN STANLEY COM NEW$1K0.13%HELD
190AMEAMTEK INC$1K0.13%HELD
191BROBrown & Brown Inc$1K0.13%HELD
192RKLBRocket Lab USA Inc$1K0.12%HELD
193HPEHewlett Packard Enterprise Co$1K0.12%HELD
194CVNACarvana Co Cl A$1K0.12%HELD
195QSQuantumscape Corp$1K0.12%HELD
196FWONKLiberty Media Corp Series C$1K0.12%HELD
197UUnity Software Inc$1K0.12%HELD
198BCSBARCLAYS PLC-SPONS ADR$1K0.12%HELD
199KSSKOHL'S CORP$1K0.12%HELD
200LENLENNAR CORP$1K0.12%HELD
201NTRANatera Inc$1K0.12%HELD
202GPNGlobal Payments Inc$1K0.12%HELD
203LDOSLeidos Holdings Inc$1K0.12%HELD
204ROKRockwell Automation Inc$1K0.11%HELD
205TPRTapestry Inc$1K0.11%HELD
206AGNCAGNC Investment Corp$1K0.11%HELD
207BEBloom Energy Corp$1K0.11%HELD
208PTCPtc Inc$1K0.11%HELD
209INCYIncyte Corp$9970.10%HELD
210TSCOTractor Supply Co$9930.10%HELD
211ULTAUlta Beauty Inc$9900.10%HELD
212BLKBlackrock Inc$9610.10%HELD
213DUOLDuolingo Inc$9530.10%HELD
214AXONAxon Enterprise Inc$9520.10%HELD
215WELLWelltower Inc$9500.10%HELD
216MOSMOSAIC CO (THE)$9480.10%HELD
217CORTCORCEPT THERAPEUTICS INC$9420.10%HELD
218CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$9400.10%HELD
219AERAercap Holdings N.V.$9260.10%HELD
220CCITIGROUP INC COM NEW$9090.09%HELD
221NDAQNasdaq Inc$9090.09%HELD
222LEUCentrus Energy Corp$8930.09%HELD
223VTRSViatris Inc$8730.09%HELD
224MRSHMarsh & McLennan Companies Inc.$8700.09%HELD
225XYZBlock Inc$8630.09%HELD
226FISVFiserv Inc$8620.09%HELD
227HASHASBRO INC$8570.09%HELD
228PLNTPlanet Fitness Inc$8560.09%HELD
229URBNUrban Outfitters Inc$8460.09%HELD
230VSCOVictoria's Secret & Co$8380.09%HELD
231OMCOmnicom Group Inc$8270.09%HELD
232MMACY'S INC$8010.08%HELD
233PAASPAN AMERICAN SILVER CORP$8000.08%HELD
234ARGXArgenx SE ADS$7980.08%HELD
235ELFELF BEAUTY INC$7860.08%HELD
236SPEMState Street SPDR Portfolio Emrg Mkts ET$7840.08%HELD
237ICEIntercontinental Exchange Inc$7780.08%HELD
238SGISomnigroup Intl Inc$7760.08%HELD
239DLTRDollar Tree Inc$7750.08%HELD
240TOSTToast Inc$7680.08%HELD
241CDECOEUR MINING INC$7630.08%HELD
242AAXJiShares MSCI All Cntry Asia Ex Japan$7590.08%HELD
243JBHTJ.B. HUNT TRANSPORT SERVICES INC$7400.08%HELD
244TROWT. ROWE PRICE GROUP INC$7270.08%HELD
245KMXCarMax Inc$7200.07%HELD
246DHID.R. HORTON INC$7100.07%HELD
247LPLALPL Financial Holdings Inc$7090.07%HELD
248LWLamb Weston Holdings Inc$7030.07%HELD
249ARKWARK Next Generation Internet ETF$6970.07%HELD
250GHGuardant Health Inc$6930.07%HELD
251CHWYChewy Inc$6930.07%HELD
252MKSIMKS Inc$6920.07%HELD
253EFXEQUIFAX INC$6910.07%HELD
254AZNAstrazeneca PLC$6770.07%HELD
255DDSDILLARD'S INC$6630.07%HELD
256MTSIMacom Techno Ord$6590.07%HELD
257ESTCElastic NV$6590.07%HELD
258EWEDWARDS LIFESCIENCES CORP$6450.07%HELD
259UECUranium Energy Corp$6370.07%HELD
260SWKSSKYWORKS SOLUTIONS INC$6320.07%HELD
261MMM3M CO$6260.07%HELD
262ENPHEnphase Energy Inc$6240.06%HELD
263UALUnited Airlines Holdings Inc$6240.06%HELD
264IHIiShares U.S. Medical Devices ETF$6190.06%HELD
265UHSUNIVERSAL HEALTH SERVICES INC$6100.06%HELD
266BRBRBellring Brands Inc$6050.06%HELD
267AAPADVANCE AUTO PARTS INC$6010.06%HELD
268BABAAlibaba Group Holding Ltd$5950.06%HELD
269JCIJohnson Controls Inc$5950.06%HELD
270IAGIamgold Corp$5790.06%HELD
271EWHISHARES MSCI HONG KONG INDEX FUND$5780.06%HELD
272LVSLas Vegas Sands Corp$5680.06%HELD
273SBETSharplink Inc$5630.06%HELD
274OLLIOllie's Bargain Outlet Holdings Inc$5620.06%HELD
275CTSHCognizant Technology Solutions Corp$5590.06%HELD
276URIUnited Rentals Inc$5500.06%HELD
277EPAMEpam Systems Inc$5500.06%HELD
278WPMWheaton Precious Metals Corp$5470.06%HELD
279VTRVentas Inc$5470.06%HELD
280ILMNILLUMINA INC$5350.06%HELD
281UAAUNDER ARMOUR INC$5330.06%HELD
282RGENREPLIGEN CORP$5310.06%HELD
283VRSNVerisign Inc$5270.05%HELD
284HUBSHUBSPOT INC$5190.05%HELD
285SRPTSAREPTA THERAPEUTICS INC$5130.05%HELD
286BTIBritish American Tobacco Industries$5080.05%HELD
287EZUiShares MSCI Eurozone ETF$5040.05%HELD
288PIImpinj Inc$5030.05%HELD
289KNXKNIGHT TRANSPORTATION INC$4960.05%HELD
290SIRISirius XM Inc$4920.05%HELD
291ORealty Income Corp$4890.05%HELD
292SAIASaia Inc$4850.05%HELD
293BAHBooz Allen Hamilton Holding Corp$4840.05%HELD
294ASXASE Technology Holding Co Ltd$4840.05%HELD
295WCCWESCO INTERNATIONAL INC$4790.05%HELD
296FLSFlowserve Corp$4760.05%HELD
297TMETencent Music Entertainment Group$4710.05%HELD
298AUAngloGold Ashanti Pty Ltd$4710.05%HELD
299HIMSHims & Hers Health Inc$4550.05%HELD
300BALLBall Corp$4540.05%HELD
301FISFidelity National Information Services$4540.05%HELD
302CWCURTISS-WRIGHT CORP$4520.05%HELD
303ETSYEtsy Inc$4510.05%HELD
304SYYSysco Corp$4510.05%HELD
305OWLBlue Owl Cap Class A$4510.05%HELD
306HHyatt Hotels Corp$4490.05%HELD
307GDXJVanEck Junior Gold Miners ETF$4470.05%HELD
308NLYAnnaly Cap Management Inc$4340.05%HELD
309WABWestinghouse Air Brake Technologies Corp$4310.04%HELD
310STNEStoneCo Ltd$4300.04%HELD
311FOURShift4 Payments Inc$4270.04%HELD
312BIDUBaidu Inc$4160.04%HELD
313MCHIiShares MSCI China ETF$4160.04%HELD
314USFDUS Foods Holding$4150.04%HELD
315TSNTYSON FOODS INC$4150.04%HELD
316BIIBBiogen Inc$4130.04%HELD
317FEZState Street SPDR EURO STOXX 50 ETF$4100.04%HELD
318AGFIRST MAJESTIC SILVER CORP COM$4090.04%HELD
319SATSEchoStar Corp$4080.04%HELD
320HEIHEICO CORP$4040.04%HELD
321EQHAxa Equitable Holdings Inc$3850.04%HELD
322USBU.S. BANCORP$3830.04%HELD
323SBSWSibanye Stillwater Ltd$3730.04%HELD
324DTDynatrace Inc$3700.04%HELD
325ENTGEntegris Inc$3680.04%HELD
326MTCHMatch Group Inc.$3600.04%HELD
327IVZINVESCO PLC$3530.04%HELD
328NTNXNUTANIX INC$3510.04%HELD
329ZBRAZEBRA TECHNOLOGIES CORP$3500.04%HELD
330CFGCitizens Financial Group Inc$3480.04%HELD
331CNPCENTERPOINT ENERGY INC$3460.04%HELD
332AXSMAxsome Therapeutics Inc$3440.04%HELD
333SIGSignet Jewelers Ltd$3430.04%HELD
334LUMNLumen Technologies Inc$3380.04%HELD
335ELVElevance Health Inc$3350.03%HELD
336EXPEExpedia Group Inc$3330.03%HELD
337APTVAptiv Holdings Ltd.$3320.03%HELD
338AZOAUTOZONE INC$3140.03%HELD
339ATIATI Inc$3140.03%HELD
340PNRPENTAIR PLC.$3130.03%HELD
341ALGNALIGN TECHNOLOGY INC$3060.03%HELD
342BKRBaker Hughes Co$3000.03%HELD
343FNVFranco-Nevada Corp$2990.03%HELD
344NTRSNORTHERN TRUST CORP$2970.03%HELD
345JETSU.S. Global Jets ETF$2930.03%HELD
346DKSDICK'S SPORTING GOODS INC$2920.03%HELD
347CARAvis Budget Group Inc$2910.03%HELD
348PNCPNC Financial Services Group$2800.03%HELD
349ARKGARK Genomic Revolution ETF$2730.03%HELD
350AAAlcoa Corp$2730.03%HELD
351GFIGOLD FIELDS LTD$2660.03%HELD
352EWAISHARES MSCI AUSTRALIA INDEX FUND$2510.03%HELD
353GTLBGitlab Inc$2490.03%HELD
354RLRalph Lauren Corp$2470.03%HELD
355VFCVF Corp$2440.03%HELD
356PATHUipath Inc$2430.03%HELD
357PCVXVaxcyte Inc$2380.02%HELD
358IBKRInteractive Brokers Group Inc$2290.02%HELD
359MDTMedtronic Plc$2160.02%HELD
360MTNVail Resorts Inc$2060.02%HELD
361CLFCleveland-Cliffs Inc$1990.02%HELD
362AIC3Ai Inc$1540.02%HELD
363AVTRAvantor Inc$1280.01%HELD

Source: SEC EDGAR · accession 0001445911-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.