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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

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1XLIIndustrial Select Sector SPDR Fund$174.18-1.12%21.80%81.29%$29K3.02%+40,307+28.9%
2MSFTMicrosoft Corp$416.67-2.66%-10.71%52.39%$27K2.82%+73,454NEW
3IGVIshr S&P Gs Sftw$95.85-4.21%-9.56%18.89%$20K2.12%+254,717NEW
4GOOGLAlphabet Inc A$368.53-0.98%112.92%175.80%$19K2.00%+66,899NEW
5XLPConsumer Staples Select Sector SPDR Fund$83.441.71%4.97%32.24%$18K1.84%77,698−26.5%
6IBITiShares Bitcoin Trust ETF$34.14-5.22%-42.39%-3.61%$14K1.50%497,948−56.9%
7XBISPDR S&P Biotech ETF$128.67-3.56%53.27%4.82%$14K1.48%+111,719NEW
8ORCLOracle Corp$213.68-9.59%24.02%162.37%$14K1.47%+49,952+108.5%
9XLYConsumer Discretionary Select Sector SPD$114.86-2.05%9.13%32.41%$14K1.42%+125,751NEW
10INTUIntuit Inc$296.76-1.73%-61.23%-42.11%$13K1.33%+27,428+1284.1%
11EWYiShares MSCI South Korea ETF$175.19-14.11%173.18%119.18%$13K1.32%+103,031NEW
12SOFISoFi Technologies Inc$16.03-6.53%12.57%3.82%$12K1.25%+699,854+1159.3%
13LMTLockheed Martin Corp$523.760.91%12.44%61.26%$11K1.17%+9,172+96.3%
14XLVHealth Care Select Sector SPDR Fund$153.010.61%15.89%25.01%$11K1.17%+76,896NEW
15HOODRobinhood Markets Inc$82.47-6.63%10.14%86.08%$11K1.12%+107,106+222.3%
16ETHAiShares Ethereum Trust ETF$11.87-11.35%-36.90%-37.56%$11K1.10%97,247−12.7%
17TSMTaiwan Semiconductor Manufacturing CoLtd$415.17-6.69%104.85%285.24%$10K1.08%+23,800+338.6%
18XLFFinancial Select Sector SPDR Fund$52.300.21%3.56%55.63%$10K1.07%1,001,830−82.8%
19QCOMQualcomm Inc$215.94-10.98%48.63%60.58%$10K1.07%+75,708+1850.1%
20MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$10K1.01%+28,832NEW
21NOWServiceNow Inc$112.45-5.79%-45.42%-4.36%$10K1.00%+92,013NEW
22LLYELI LILLY AND CO$1131.420.55%48.00%387.10%$9K0.93%+9,742NEW
23SHOPShopify Inc$109.54-5.60%-1.68%-26.97%$9K0.90%+73,387NEW
24RTXRtx Corp$180.990.88%32.19%132.37%$9K0.89%+44,445NEW
25CATCaterpillar Inc$904.28-3.85%158.69%378.33%$9K0.89%+12,072NEW
26AMZNAmazon.com Inc$246.03-3.06%15.20%47.87%$8K0.88%+28,156+223.4%
27ABTAbbott Laboratories$91.070.32%-30.43%-17.31%$8K0.87%+68,754+545.8%
28ASMLASML HOLDING N.V.$1641.74-6.59%119.73%124.14%$8K0.86%+6,296NEW
29APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$8K0.85%+62,294+2206.7%
30ITAiShares U.S. Aerospace & Defense ETF$229.45-0.92%26.77%121.06%$8K0.83%+36,541NEW
31GEGE Aerospace$328.000.11%$8K0.83%+20,522+271.2%
32BKNGBooking Holdings Inc$165.84-0.99%$8K0.81%+1,671+928.3%
33GILDGILEAD SCIENCES INC$129.16-0.02%$7K0.77%+53,289NEW
34XMESPDR S&P Metals & Mining ETF$118.60-7.81%$7K0.75%+66,592NEW
35FSLRFirst Solar Inc$279.01-11.41%$7K0.75%+36,364NEW
36PYPLPayPal Holdings Inc$41.29-3.42%$7K0.68%+105,084+264.9%
37MAMastercard Incorp Common Stock$491.081.93%$7K0.68%+951+7.8%
38DASHDoorDash Inc$156.80-2.04%$7K0.68%+43,419NEW
39WDAYWorkday Inc$144.28-2.45%$6K0.66%+48,977NEW
40IBBiShares Biotechnology ETF$168.44-1.74%$6K0.66%+37,419NEW
41SMHVanEck Semiconductor ETF$569.69-9.22%$6K0.65%+16,290NEW
42IBMInternational Business Machines Corp$284.84-5.61%$6K0.62%+24,556NEW
43BSXBoston Scientific Corp$48.55-0.61%$6K0.61%+93,718NEW
44MDBMongoDB Inc Cl A$350.74-7.74%$6K0.59%+23,384NEW
45ROPRoper Technologies Inc$332.180.11%$6K0.59%+10,134+172.0%
46XRTSPDR S&P Retail ETF$82.63-1.08%$6K0.59%+70,422NEW
47JNJJohnson & Johnson$232.772.02%$6K0.58%+23,005NEW
48RBLXRoblox Corp$41.82-3.53%$6K0.58%+56,481+135.1%
49CAHCardinal Health Inc$205.711.97%$5K0.53%+15,619+178.5%
50CMCSACOMCAST CORP-CLASS A$23.822.10%$5K0.53%+178,409NEW
51ADPAUTOMATIC DATA PROCESSING INC$231.950.28%$5K0.51%+10,180+73.8%
52SOXXiShares Semiconductor ETF$539.77-10.44%$5K0.48%+13,996NEW
53ZSZscaler Inc$130.78-3.31%$5K0.47%+23,830+284.7%
54CMICUMMINS INC$651.22-3.96%$4K0.47%+8,354NEW
55FDNFirst Trust DJ Internet Index Fund$271.79-3.24%$4K0.46%+18,939NEW
56KWEBKraneShares CSI China Internet ETF$26.38-2.76%$4K0.46%+155,924NEW
57PHPARKER-HANNIFIN CORP$882.341.16%$4K0.45%+4,798NEW
58NOCNorthrop Grumman Corp$544.40-0.14%$4K0.44%+6,242NEW
59VWOVanguard FTSE Emerging Markets ETF$58.03-3.78%$4K0.44%+22,425+40.1%
60VEEVVeeva Systems Inc$172.61-3.35%$4K0.44%+23,862NEW
61CDNSCADENCE DESIGN SYSTEMS INC$376.19-8.62%$4K0.43%+15,037NEW
62EWJISHARES MSCI JAPAN INDEX FUND$90.72-3.62%$4K0.43%+49,471NEW
63HWMHowmet Aerospace$251.901.03%$4K0.43%+10,301+135.5%
64HONHoneywell International Inc$213.97-1.69%$4K0.42%+7,011+63.4%
65SNPSSynopsys Inc$464.85-5.99%$4K0.42%6,589−39.1%
66GSGOLDMAN SACHS GROUP INC (THE)$1038.68-4.94%$4K0.42%+567+13.4%
67SNOWSnowflake Inc$238.26-2.42%$4K0.41%+26,318NEW
68STZCONSTELLATION BRANDS INC-A$140.912.27%$4K0.41%+26,452NEW
69XLKTechnology Select Sector SPDR Fund$180.30-6.66%$4K0.41%+29,624NEW
70AJGARTHUR J. GALLAGHER & CO.$216.142.44%$4K0.40%+9,752+118.8%
71SESea Ltd$86.56-6.00%$4K0.40%+40,063+658.7%
72PGRPROGRESSIVE CORP (THE)$204.024.42%$4K0.40%+2,401+14.3%
73VGTVanguard Information Tech ETF$115.28-6.14%$4K0.39%+5,407NEW
74SAPSap Ae Drc$184.77-1.27%$4K0.39%+17,764+432.5%
75BBYBest Buy Co. Inc$71.540.77%$4K0.39%+47,485+460.7%
76VVISA Inc$323.571.06%$4K0.38%16,155−56.9%
77WSTWEST PHARMACEUTICAL SERVICES INC$314.50-0.89%$4K0.38%+10,928+303.6%
78CDWCdw Corp$133.04-4.60%$4K0.38%+23,065+330.3%
79PAYXPaychex Inc$100.531.06%$4K0.38%+18,428+88.4%
80EXPDExpeditors Intl of WA Inc$160.440.19%$4K0.37%+24,766NEW
81FDXFedEx Corp$331.000.91%$3K0.35%+9,524NEW
82COFCAPITAL ONE FINANCIAL CORP$180.67-1.38%$3K0.35%6,212−25.3%
83GMGeneral Motors Co$82.11-1.33%$3K0.34%+44,155NEW
84TTWOTake-Two Interactive Software Inc$214.39-1.04%$3K0.34%+14,539+719.8%
85AXPAMERICAN EXPRESS CO$310.66-0.60%$3K0.34%+10,765NEW
86TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$3K0.34%+6,563NEW
87CRMSalesforce Inc$185.66-1.64%$3K0.32%3,520−17.4%
88VALEVale S A ADR$15.23-3.42%$3K0.32%+195,637NEW
89WATWaters Corp$365.36-2.95%$3K0.32%+8,778+549.7%
90IQVIqvia Holdings Inc$183.45-1.84%$3K0.31%+17,745NEW
91HCAHCA Healthcare Inc$372.132.85%$3K0.31%+6,323NEW
92DHRDanaher Corp$184.30-1.25%$3K0.31%+3,643+30.6%
93MELIMercadoLibre Inc$1607.80-1.65%$3K0.30%81−4.6%
94CSGPCoStar Group Inc$33.890.68%$3K0.30%+35,967+100.6%
95RVMDRevolution Medicines Inc$149.23-4.15%$3K0.30%+29,291NEW
96VRSKVerisk Analytics Inc$181.730.96%$3K0.30%+3,856+34.7%
97LRCXLAM RESEARCH CORP$303.28-9.85%$3K0.29%+13,241NEW
98RIORIO TINTO PLC$100.69-4.47%$3K0.29%+30,216NEW
99MNSTMONSTER BEVERAGE CORP$89.551.14%$3K0.29%+38,521NEW
100LYFTLYFT Inc$13.65-3.33%$3K0.29%+208,268NEW
101CHRWC.H. Robinson Worldwide Inc$3K0.28%+16,453NEW
102CLColgate-Palmolive Co$3K0.28%+28,385+784.1%
103EWCISHARES MSCI CANADA INDEX FUND$3K0.28%+49,511NEW
104AONAon Class A$3K0.28%+2,648+47.6%
105ISRGINTUITIVE SURGICAL INC$3K0.27%+5,737NEW
106PMPhilip Morris International Inc$3K0.26%+15,420NEW
107DELLDell Technologies Inc$3K0.26%+15,498NEW
108MDLZMONDELEZ INTERNATIONAL INC$3K0.26%88,280−66.8%
109HUMHumana Inc$3K0.26%+9,036+163.6%
110HLHECLA MINING CO$3K0.26%+134,952NEW
111GDDYGoDaddy Inc$2K0.26%+29,734NEW
112MSIMotorola Solutions Inc$2K0.26%+5,661NEW
113IDXXIDEXX LABORATORIES INC$2K0.25%+4,362NEW
114TEAMAtlassian Corporation PLC$2K0.25%+32,140+862.8%
115ORLYO'reilly Automotive Inc$2K0.25%+4,446+20.7%
116AVAVAeroVironment Inc$2K0.24%+9,825+327.2%
117INSMInsmed Inc$2K0.24%+6,157+75.6%
118REGNREGENERON PHARMACEUTICALS INC$2K0.24%+3,014NEW
119TEVATEVA PHARMACEUTICAL-SP ADR$2K0.24%+76,682NEW
120WWAYFAIR INC$2K0.24%+30,704NEW
121NVSNOVARTIS AG$2K0.24%+15,083NEW
122PINSPinterest Inc$2K0.24%+73,492+141.6%
123HIIHuntington Ingalls Industries Inc$2K0.24%+6,034NEW
124ICLRICON PLC$2K0.23%+14,655+287.0%
125BBarrick Mining Corporation$2K0.23%+53,532NEW
126UPSUNITED PARCEL SERVICE INC$2K0.23%+22,186NEW
127WTWWillis Towers Watson PLC$2K0.22%+7,431NEW
128URAGlobal X Uranium ETF$2K0.22%+6,078+15.8%
129AALAmerican Airlines Group Inc$2K0.22%+196,670NEW
130RUNSunrun Inc$2K0.22%+88,443+134.5%
131CCJCAMECO CORP$2K0.22%+19,245NEW
132FFord Motor Co$2K0.22%+180,989NEW
133ACNAccenture Plc$2K0.22%+10,470NEW
134PODDInsulet Corp$2K0.21%+9,852NEW
135PCARPACCAR Inc$2K0.21%+17,717NEW
136DGDollar General Corp$2K0.21%+17,097NEW
137MOHMOLINA HEALTHCARE INC$2K0.20%+8,172+128.6%
138LHXL3Harris Technologies Inc$2K0.20%+5,602NEW
139CBRECBRE Group Inc Common Stock Class A$2K0.20%+14,044NEW
140EWWiShares MSCI Mexico ETF$2K0.20%+25,186NEW
141ARESAres Management LP$2K0.20%+15,329+765.3%
142TELTE Connectivity Ltd$2K0.19%+8,976NEW
143FTNTFortinet Inc$2K0.19%+673+3.0%
144NEMNewmont Corporation$2K0.19%+17,055NEW
145MOAltria Group$2K0.19%+27,778NEW
146RKTRocket Companies Inc$2K0.19%+125,977NEW
147SCCOSOUTHERN COPPER CORP$2K0.19%+10,367NEW
148MCOMOODY'S CORP$2K0.18%2,227−35.4%
149JOBYJOBY Aviation$2K0.18%+212,079NEW
150BKBank Of New York Mellon Corp$2K0.18%+14,623NEW
151TDGTransdigm Group Inc$2K0.18%+1,250+514.4%
152FTAIFTAI Aviation Ltd$2K0.18%+7,048NEW
153JDJD.com Inc$2K0.18%+58,040NEW
154ZZillow Group Inc$2K0.18%+41,468NEW
155KTOSKratos Defense & Security Solutions Inc$2K0.18%+20,872+611.5%
156CORCencora Inc$2K0.18%+5,449NEW
157TCOMTrip.com Group Ltd$2K0.18%+34,305NEW
158SPGIS&P GLOBAL INC$2K0.18%402−9.2%
159EWUiShares MSCI United Kingdom Etf$2K0.17%+36,940NEW
160WWDWoodward Inc$2K0.17%+4,698NEW
161XYLXylem Inc$2K0.17%+13,694NEW
162TYLTyler Technologies Inc$2K0.17%+3,433+254.7%
163AAgilent Technologies Inc$2K0.17%+8,374+142.3%
164DRIDARDEN RESTAURANTS INC$2K0.17%+8,227NEW
165CHDChurch & Dwight Co Inc$2K0.17%+9,607+126.3%
166INDAiShares MSCI India$2K0.17%+34,179NEW
167WYNNWYNN RESORTS LTD$2K0.17%+15,741NEW
168ILFiShares Latin America 40 ETF$2K0.17%+44,853NEW
169KMBKIMBERLY-CLARK CORP$2K0.16%42,504−72.8%
170TRUTransUnion$1K0.16%2,412−10.0%
171KGCKINROSS GOLD CORP COM NO PAR$1K0.15%+48,565NEW
172POOLPool Corp$1K0.15%+836+12.9%
173CNCCentene Corp$1K0.15%+43,966NEW
174DISWALT DISNEY CO (THE)$1K0.15%+14,810NEW
175DYDycom Industries Inc$1K0.15%+4,168NEW
176ELESTEE LAUDER COMPANIES INC (THE)$1K0.15%+6,439+48.7%
177LUVSOUTHWEST AIRLINES CO$1K0.15%49,935−57.3%
178AFRMAffirm Holdings Inc$1K0.14%+25,192+542.1%
179PEverpure Inc$1K0.14%10,356−31.1%
180ADSKAutodesk Inc$1K0.14%+5,627NEW
181EWTiShares MSCI Taiwan ETF$1K0.14%+5,655+42.9%
182STLAStellantis NV$1K0.14%+143,736+329.0%
183MANHMANHATTAN ASSOCIATES INC$1K0.14%+9,971NEW
184PAYCPaycom Software Inc$1K0.14%+2,773+34.4%
185MEDPMedpace Holdings$1K0.14%+2,732NEW
186AEOAmerican Eagle Outfitters Inc$1K0.14%+78,394NEW
187ALNYALNYLAM PHARMACEUTICALS INC$1K0.13%474−10.9%
188VGKVanguard FTSEEuropean ETF$1K0.13%19,217−55.7%
189MSMORGAN STANLEY COM NEW$1K0.13%3,771−33.4%
190AMEAMTEK INC$1K0.13%+5,719NEW
191BROBrown & Brown Inc$1K0.13%+2,212+13.5%
192RKLBRocket Lab USA Inc$1K0.12%+2,687+16.8%
193HPEHewlett Packard Enterprise Co$1K0.12%+21,433+73.7%
194CVNACarvana Co Cl A$1K0.12%34,509−90.1%
195QSQuantumscape Corp$1K0.12%+148,513+381.0%
196FWONKLiberty Media Corp Series C$1K0.12%+14,040NEW
197UUnity Software Inc$1K0.12%+53,514NEW
198BCSBARCLAYS PLC-SPONS ADR$1K0.12%+55,296NEW
199KSSKOHL'S CORP$1K0.12%+90,731NEW
200LENLENNAR CORP$1K0.12%+4,797+56.4%
201NTRANatera Inc$1K0.12%251−4.2%
202GPNGlobal Payments Inc$1K0.12%+816+5.0%
203LDOSLeidos Holdings Inc$1K0.12%+7,260NEW
204ROKRockwell Automation Inc$1K0.11%+3,056NEW
205TPRTapestry Inc$1K0.11%6,474−45.5%
206AGNCAGNC Investment Corp$1K0.11%+20,181+24.3%
207BEBloom Energy Corp$1K0.11%61,557−89.0%
208PTCPtc Inc$1K0.11%+2,379+49.3%
209INCYIncyte Corp$9970.10%+10,599NEW
210TSCOTractor Supply Co$9930.10%285−1.3%
211ULTAUlta Beauty Inc$9900.10%+1,895NEW
212BLKBlackrock Inc$9610.10%+1,000NEW
213DUOLDuolingo Inc$9530.10%+1,640+20.4%
214AXONAxon Enterprise Inc$9520.10%+2,243NEW
215WELLWelltower Inc$9500.10%3,061−38.9%
216MOSMOSAIC CO (THE)$9480.10%43,134−53.7%
217CORTCORCEPT THERAPEUTICS INC$9420.10%+23,375NEW
218CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$9400.10%+2,572+64.1%
219AERAercap Holdings N.V.$9260.10%+6,753NEW
220CCITIGROUP INC COM NEW$9090.09%62,150−88.6%
221NDAQNasdaq Inc$9090.09%+2,435+29.4%
222LEUCentrus Energy Corp$8930.09%+3,675+249.7%
223VTRSViatris Inc$8730.09%+64,664NEW
224MRSHMarsh & McLennan Companies Inc.$8700.09%1,867−27.1%
225XYZBlock Inc$8630.09%+14,354NEW
226FISVFiserv Inc$8620.09%41,019−72.6%
227HASHASBRO INC$8570.09%+9,157NEW
228PLNTPlanet Fitness Inc$8560.09%+11,516NEW
229URBNUrban Outfitters Inc$8460.09%+13,366NEW
230VSCOVictoria's Secret & Co$8380.09%+18,085NEW
231OMCOmnicom Group Inc$8270.09%+3,846+53.8%
232MMACY'S INC$8010.08%+44,319NEW
233PAASPAN AMERICAN SILVER CORP$8000.08%+14,656NEW
234ARGXArgenx SE ADS$7980.08%151−12.1%
235ELFELF BEAUTY INC$7860.08%6,219−32.4%
236SPEMState Street SPDR Portfolio Emrg Mkts ET$7840.08%+6,166+58.4%
237ICEIntercontinental Exchange Inc$7780.08%+4,950NEW
238SGISomnigroup Intl Inc$7760.08%+10,508NEW
239DLTRDollar Tree Inc$7750.08%+7,085NEW
240TOSTToast Inc$7680.08%+28,992NEW
241CDECOEUR MINING INC$7630.08%+40,689NEW
242AAXJiShares MSCI All Cntry Asia Ex Japan$7590.08%+7,884NEW
243JBHTJ.B. HUNT TRANSPORT SERVICES INC$7400.08%+3,494NEW
244TROWT. ROWE PRICE GROUP INC$7270.08%+2,219+37.9%
245KMXCarMax Inc$7200.07%64−0.4%
246DHID.R. HORTON INC$7100.07%+1,797+53.2%
247LPLALPL Financial Holdings Inc$7090.07%HELD
248LWLamb Weston Holdings Inc$7030.07%+16,641NEW
249ARKWARK Next Generation Internet ETF$6970.07%+5,781NEW
250GHGuardant Health Inc$6930.07%1,852−19.8%
251CHWYChewy Inc$6930.07%+25,675NEW
252MKSIMKS Inc$6920.07%+3,015NEW
253EFXEQUIFAX INC$6910.07%+517+15.6%
254AZNAstrazeneca PLC$6770.07%+3,435NEW
255DDSDILLARD'S INC$6630.07%+1,160NEW
256MTSIMacom Techno Ord$6590.07%+2,970NEW
257ESTCElastic NV$6590.07%+13,184NEW
258EWEDWARDS LIFESCIENCES CORP$6450.07%+3,898+93.6%
259UECUranium Energy Corp$6370.07%+33,181+236.8%
260SWKSSKYWORKS SOLUTIONS INC$6320.07%+11,820NEW
261MMM3M CO$6260.07%+4,311NEW
262ENPHEnphase Energy Inc$6240.06%34,615−67.7%
263UALUnited Airlines Holdings Inc$6240.06%7,890−53.8%
264IHIiShares U.S. Medical Devices ETF$6190.06%+11,612NEW
265UHSUNIVERSAL HEALTH SERVICES INC$6100.06%+3,411NEW
266BRBRBellring Brands Inc$6050.06%+21,094+127.6%
267AAPADVANCE AUTO PARTS INC$6010.06%8,090−41.5%
268BABAAlibaba Group Holding Ltd$5950.06%39,299−89.2%
269JCIJohnson Controls Inc$5950.06%+4,551NEW
270IAGIamgold Corp$5790.06%+30,818NEW
271EWHISHARES MSCI HONG KONG INDEX FUND$5780.06%+25,039NEW
272LVSLas Vegas Sands Corp$5680.06%+10,559NEW
273SBETSharplink Inc$5630.06%51,837−37.2%
274OLLIOllie's Bargain Outlet Holdings Inc$5620.06%+1,227+25.1%
275CTSHCognizant Technology Solutions Corp$5590.06%+9,115NEW
276URIUnited Rentals Inc$5500.06%+756NEW
277EPAMEpam Systems Inc$5500.06%+4,063NEW
278WPMWheaton Precious Metals Corp$5470.06%+4,179NEW
279VTRVentas Inc$5470.06%+6,700NEW
280ILMNILLUMINA INC$5350.06%+4,345NEW
281UAAUNDER ARMOUR INC$5330.06%+90,312NEW
282RGENREPLIGEN CORP$5310.06%+4,508NEW
283VRSNVerisign Inc$5270.05%3,446−61.9%
284HUBSHUBSPOT INC$5190.05%2,237−51.2%
285SRPTSAREPTA THERAPEUTICS INC$5130.05%40,069−62.9%
286BTIBritish American Tobacco Industries$5080.05%+8,700NEW
287EZUiShares MSCI Eurozone ETF$5040.05%5,028−38.4%
288PIImpinj Inc$5030.05%+4,898NEW
289KNXKNIGHT TRANSPORTATION INC$4960.05%+8,627NEW
290SIRISirius XM Inc$4920.05%+21,330NEW
291ORealty Income Corp$4890.05%+7,996NEW
292SAIASaia Inc$4850.05%3,169−69.6%
293BAHBooz Allen Hamilton Holding Corp$4840.05%4,502−42.0%
294ASXASE Technology Holding Co Ltd$4840.05%+22,340NEW
295WCCWESCO INTERNATIONAL INC$4790.05%+1,753NEW
296FLSFlowserve Corp$4760.05%+6,482NEW
297TMETencent Music Entertainment Group$4710.05%2,632−4.9%
298AUAngloGold Ashanti Pty Ltd$4710.05%+4,846NEW
299HIMSHims & Hers Health Inc$4550.05%+21,954NEW
300BALLBall Corp$4540.05%+7,685NEW
301FISFidelity National Information Services$4540.05%+2,996+44.8%
302CWCURTISS-WRIGHT CORP$4520.05%+665NEW
303ETSYEtsy Inc$4510.05%3,334−27.0%
304SYYSysco Corp$4510.05%711−10.1%
305OWLBlue Owl Cap Class A$4510.05%+49,475NEW
306HHyatt Hotels Corp$4490.05%+3,129NEW
307GDXJVanEck Junior Gold Miners ETF$4470.05%+3,732NEW
308NLYAnnaly Cap Management Inc$4340.05%+20,562NEW
309WABWestinghouse Air Brake Technologies Corp$4310.04%3,027−63.7%
310STNEStoneCo Ltd$4300.04%+7,028+29.9%
311FOURShift4 Payments Inc$4270.04%+160+1.7%
312BIDUBaidu Inc$4160.04%+3,740NEW
313MCHIiShares MSCI China ETF$4160.04%+7,417NEW
314USFDUS Foods Holding$4150.04%+4,506NEW
315TSNTYSON FOODS INC$4150.04%+1,965+43.4%
316BIIBBiogen Inc$4130.04%+641+39.7%
317FEZState Street SPDR EURO STOXX 50 ETF$4100.04%3,032−31.4%
318AGFIRST MAJESTIC SILVER CORP COM$4090.04%+19,070NEW
319SATSEchoStar Corp$4080.04%+3,486NEW
320HEIHEICO CORP$4040.04%+1,477NEW
321EQHAxa Equitable Holdings Inc$3850.04%2,557−19.8%
322USBU.S. BANCORP$3830.04%45,815−86.1%
323SBSWSibanye Stillwater Ltd$3730.04%+30,294NEW
324DTDynatrace Inc$3700.04%+10,013NEW
325ENTGEntegris Inc$3680.04%9,187−74.5%
326MTCHMatch Group Inc.$3600.04%+11,750NEW
327IVZINVESCO PLC$3530.04%+14,539NEW
328NTNXNUTANIX INC$3510.04%+9,250NEW
329ZBRAZEBRA TECHNOLOGIES CORP$3500.04%+1,676NEW
330CFGCitizens Financial Group Inc$3480.04%5,826−50.0%
331CNPCENTERPOINT ENERGY INC$3460.04%+8,031NEW
332AXSMAxsome Therapeutics Inc$3440.04%484−19.2%
333SIGSignet Jewelers Ltd$3430.04%7,426−64.6%
334LUMNLumen Technologies Inc$3380.04%765−1.5%
335ELVElevance Health Inc$3350.03%+1,146NEW
336EXPEExpedia Group Inc$3330.03%+1,446NEW
337APTVAptiv Holdings Ltd.$3320.03%1,526−24.2%
338AZOAUTOZONE INC$3140.03%469−83.5%
339ATIATI Inc$3140.03%3,572−62.3%
340PNRPENTAIR PLC.$3130.03%+3,600NEW
341ALGNALIGN TECHNOLOGY INC$3060.03%+1,785NEW
342BKRBaker Hughes Co$3000.03%+4,920NEW
343FNVFranco-Nevada Corp$2990.03%+1,211NEW
344NTRSNORTHERN TRUST CORP$2970.03%3,853−64.3%
345JETSU.S. Global Jets ETF$2930.03%124,638−91.3%
346DKSDICK'S SPORTING GOODS INC$2920.03%+1,473NEW
347CARAvis Budget Group Inc$2910.03%2,682−57.3%
348PNCPNC Financial Services Group$2800.03%11,280−89.3%
349ARKGARK Genomic Revolution ETF$2730.03%+10,352NEW
350AAAlcoa Corp$2730.03%+4,128NEW
351GFIGOLD FIELDS LTD$2660.03%+5,863NEW
352EWAISHARES MSCI AUSTRALIA INDEX FUND$2510.03%33,313−78.6%
353GTLBGitlab Inc$2490.03%+11,515NEW
354RLRalph Lauren Corp$2470.03%+719NEW
355VFCVF Corp$2440.03%+14,382NEW
356PATHUipath Inc$2430.03%+21,916NEW
357PCVXVaxcyte Inc$2380.02%4,120−50.1%
358IBKRInteractive Brokers Group Inc$2290.02%+3,429NEW
359MDTMedtronic Plc$2160.02%+2,499NEW
360MTNVail Resorts Inc$2060.02%+1,610NEW
361CLFCleveland-Cliffs Inc$1990.02%84,727−78.2%
362AIC3Ai Inc$1540.02%+18,368NEW
363AVTRAvantor Inc$1280.01%94,519−85.2%
364XLBMaterials Select Sector SPDR Fund1,126,646EXITED
365NVDANvidia Corp220,037EXITED
366KRESPDR S&P REGIONAL BANKING ETF527,619EXITED
367MSTRStrategy Inc178,287EXITED
368NFLXNETFLIX INC168,345EXITED
369UNHUNITEDHEALTH GROUP INC46,722EXITED
370WMTWalmart Inc102,855EXITED
371XLCCommunication Services Select Sector SPD92,474EXITED
372TXNTEXAS INSTRUMENTS INC60,388EXITED
373WMT2Wells Fargo & Co101,911EXITED
374KBWBInvesco KBW Bank ETF110,410EXITED
375AMDADVANCED MICRO DEVICES INC41,453EXITED
376IRENIREN Ltd195,574EXITED
377BACBANK AMER CORP COM127,430EXITED
378SCHWTHE CHARLES SCHWAB CORP65,917EXITED
379MPMp Materials Corp114,167EXITED
380VSTVistra Energy Corp35,701EXITED
381ZTSZoetis Inc45,463EXITED
382CICigna Group20,755EXITED
383FCXFREEPORT-MCMORAN INC108,509EXITED
384NXPINXP Semiconductors N.V.25,370EXITED
385HBANHUNTINGTON BANCSHARES INC309,126EXITED
386ABNBAirbnb Inc38,623EXITED
387ADIAnalog Devices Inc18,202EXITED
388XLEEnergy Select Sector SPDR Fund108,338EXITED
389KBESPDR S&P Bank ETF78,445EXITED
390MCHPMICROCHIP TECHNOLOGY INC72,622EXITED
391SMCISuper Micro Computer Inc146,395EXITED
392VZVERIZON COMMUNICATIONS INC103,026EXITED
393COPCONOCOPHILLIPS42,900EXITED
394MSCIMSCI Inc6,885EXITED
395RGTIRigetti Computing Inc176,248EXITED
396NVONOVO NORDISK A/S74,969EXITED
397BABOEING CO (THE)17,267EXITED
398ADBEAdobe Inc10,515EXITED
399JPMJ P MORGAN CHASE & CO11,093EXITED
400VFHVanguard Financials ETF26,703EXITED
401KEYKEYCORP160,050EXITED
402BURLBurlington Stores Inc11,245EXITED
403ETNEATON CORP PLC9,902EXITED
404CCL1EURCarnival Corp97,673EXITED
405PGPROCTER & GAMBLE CO (THE)20,242EXITED
406FHNFirst Horizon115,668EXITED
407HDHOME DEPOT INC (THE)7,998EXITED
408RFREGIONS FINANCIAL CORP99,303EXITED
409ONON Semiconductor Corp49,081EXITED
410FCNCAFIRST CITIZENS BANCSHARES INC1,188EXITED
411GWWW.W. GRAINGER INC2,492EXITED
412CHTRCharter Communications Inc11,685EXITED
413TAT&T Inc97,515EXITED
414TFCTruist Financial Corp48,306EXITED
415ADMARCHER-DANIELS-MIDLAND CO39,811EXITED
416DXCMDexCom Inc34,375EXITED
417TKOTKO Group Holdings Inc10,654EXITED
418CVXCHEVRON CORP14,461EXITED
419AIGAMERICAN INTL GROUP INC COM NEW25,642EXITED
420CNHCNH Industrial NV231,784EXITED
421AMTAMERICAN TOWER CORP (REIT)12,146EXITED
422DVNDEVON ENERGY CORP57,033EXITED
423SPLVInvesco S&P 500 Low Volatility ETF29,155EXITED
424LYBLyondellBasell Industries NV46,238EXITED
425CLXCLOROX CO (THE)19,700EXITED
426MGMMGM RESORTS INTERNATIONAL54,161EXITED
427METMETLIFE INC24,620EXITED
428OIHVanEck Oil Services ETF6,819EXITED
429EWGISHARES MSCI GERMANY INDEX FUND45,472EXITED
430SYFSynchrony Financial22,916EXITED
431XOMExxon Mobil Corp15,844EXITED
432PPGPPG Industries Inc17,721EXITED
433AWKAmerican Water Works13,652EXITED
434MTBM&T Bank Corp8,781EXITED
435PRUPRUDENTIAL FINANCIAL INC15,361EXITED
436SLBSchlumberger NV44,667EXITED
437IRIngersoll Rand Inc21,365EXITED
438CPCanadian Pacific Kansas City Limited22,906EXITED
439DOWDOW INC71,980EXITED
440VRTXVERTEX PHARMACEUTICALS INC3,657EXITED
441NUNu Holdings Ltd Cl A98,290EXITED
442FITBFifth Third Bancorp34,110EXITED
443SWKSTANLEY BLACK & DECKER INC21,311EXITED
444CIFRCipher Mining Inc105,256EXITED
445UNPUNION PACIFIC CORP6,506EXITED
446RSGREPUBLIC SERVICES INC6,896EXITED
447SFMSprouts Farmers Market Inc18,155EXITED
448BAXBAXTER INTERNATIONAL INC75,636EXITED
449STMSTMICROELECTRONICS N.V.54,560EXITED
450VRTVertiv Holdings Co8,739EXITED
451CPAYCorpay Inc4,662EXITED
452CARRCarrier Global Corp26,228EXITED
453NEENEXTERA ENERGY INC COM17,080EXITED
454MCKMCKESSON CORP1,637EXITED
455ZBHZIMMER BIOMET HOLDINGS INC14,920EXITED
456AMPAMERIPRISE FINANCIAL INC2,716EXITED
457GISGENERAL MILLS INC28,264EXITED
458AESTHE AES CORP91,565EXITED
459RMDResmed Inc5,409EXITED
460BDXBECTON DICKINSON AND CO6,538EXITED
461SNAPSnap Inc Class A156,212EXITED
462SEDGSOLAREDGE TECHNOLOGIES INC43,602EXITED
463LHLaboratory Corporation of America Holdin4,921EXITED
464STRLSterling Construction Company Inc4,007EXITED
465HSYHERSHEY CO (THE)6,562EXITED
466ROKURoku Inc10,979EXITED
467PCGPG&E Corp72,916EXITED
468CAGConAgra Brands Inc67,318EXITED
469IPINTERNATIONAL PAPER CO28,928EXITED
470JBLUJetBlue Airways Corp247,725EXITED
471PFEPfizer Inc45,189EXITED
472MKCMCCORMICK & CO INC16,490EXITED
473ZIMZIM Integrated Shipping Services Ltd51,987EXITED
474CCICrown Castle Inc12,371EXITED
475ALLYAlly Financial Inc23,669EXITED
476APDAIR PRODUCTS AND CHEMICALS INC4,205EXITED
477RIVNRivian Automotive Inc51,624EXITED
478WMWASTE MANAGEMENT INC4,519EXITED
479CMGCHIPOTLE MEXICAN GRILL INC26,774EXITED
480CPBCampbell's Co35,409EXITED
481ITWILLINOIS TOOL WORKS INC3,961EXITED
482BMRNBioMarin Pharmaceutical Inc15,751EXITED
483CVSCvs Health Corp11,768EXITED
484EIXEDISON INTERNATIONAL15,516EXITED
485CPRICapri Holdings Ltd37,742EXITED
486BILLBILL Holdings Inc16,837EXITED
487LRNStride Inc13,941EXITED
488CFCF INDUSTRIES HOLDINGS INC11,631EXITED
489DPZDOMINO'S PIZZA INC2,120EXITED
490CNQCANADIAN NATURAL RESOURCES LTD26,083EXITED
491APPApplovin Corp1,298EXITED
492ESEVERSOURCE ENERGY12,936EXITED
493HIGHartford Insurance Group Inc6,266EXITED
494SBACSba Comms Corp4,403EXITED
495ACGLArch Capital Group Ltd8,828EXITED
496PRPermian Resources Corp60,172EXITED
497NKENIKE INC13,246EXITED
498MRNAModerna Inc28,399EXITED
499MRVLMarvell Technology Group Ltd9,772EXITED
500AKAMAKAMAI TECHNOLOGIES INC9,468EXITED

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