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Institutional

Siemens Fonds Invest GmbH

CIK 0001856637
$1.75B
Reported AUM
548
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Siemens Fonds Invest GmbH · Q1 2026

AI · grounded in 13F

Siemens Fonds Invest GmbH established a new position in QGEN valued at $3.57M. The fund increased its stake in WMT by 19.76%. Simultaneously, the manager trimmed holdings across several major tech names, including GOOGL by 5.06% and AVGO by 4.78%.

Portfolio · Q1 2026

NVDA$116.0MAAPL$108.6MMSFTAMZNGOOGLGOOGAVGOMETAOther$1.10BSG

Top holdings· first 500 of 548

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%$116.0M6.65%22,758−3.3%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$108.6M6.22%15,031−3.4%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$80.4M4.61%8,214−3.6%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$62.9M3.60%12,093−3.9%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$55.2M3.16%10,248−5.1%
6GOOGALPHABET INC$365.76-0.95%109.82%172.71%$47.5M2.72%5,320−3.1%
7AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$39.6M2.27%6,419−4.8%
8METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$36.8M2.11%180−0.3%
9TSLATESLA INC$391.00-6.56%32.48%70.69%$25.2M1.45%+2,055+3.1%
10JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$22.2M1.27%2,556−3.3%
11WMTWALMART INC$118.880.97%22.99%166.67%$22.2M1.27%+29,462+19.8%
12JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$19.7M1.13%1,775−2.2%
13LLYELI LILLY & CO$1131.420.55%48.00%387.10%$17.9M1.03%400−2.0%
14COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$17.0M0.97%386−2.2%
15VVISA INC$323.571.06%-11.91%36.33%$15.9M0.91%+844+1.6%
16CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$15.9M0.91%+1,250+0.6%
17MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$13.3M0.76%5,293−11.8%
18BRK/BBERKSHIRE HATHAWAY INC DEL$13.0M0.75%162−0.6%
19PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$12.8M0.73%1,494−1.7%
20ABBVABBVIE INC$227.231.02%23.60%135.68%$12.4M0.71%862−1.5%
21NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$12.3M0.71%+5,788+4.7%
22MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$12.2M0.70%695−2.8%
23LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$11.5M0.66%2,300−4.1%
24AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$11.0M0.63%430−0.8%
25CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$10.9M0.63%509−3.2%
26AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$10.3M0.59%2,280−7.0%
27XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$10.2M0.58%1,037−1.7%
28AMGNAMGEN INC$349.581.15%24.03%69.41%$9.8M0.56%+555+2.0%
29LINLINDE PLC$507.900.09%9.24%76.81%$9.6M0.55%447−2.3%
30MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$9.1M0.52%+382+1.3%
31TXNTEXAS INSTRS INC$285.06-6.65%$9.1M0.52%720−1.5%
32PGPROCTER & GAMBLE CO$146.544.09%$9.1M0.52%1,373−2.1%
33NEENEXTERA ENERGY INC$85.840.19%$8.9M0.51%+2,133+2.3%
34MRKMERCK & CO INC$120.790.44%$8.9M0.51%15,768−17.5%
35KOCOCA COLA CO$79.483.46%$8.8M0.51%2,178−1.8%
36BACBANK AMERICA CORP$53.83-0.63%$8.8M0.50%6,286−3.4%
37MSMORGAN STANLEY$211.93-2.90%$8.6M0.50%689−1.3%
38HDHOME DEPOT INC$310.780.27%$8.4M0.48%476−1.8%
39CBCHUBB LTD SWITZ$326.273.74%$8.3M0.48%+772+3.1%
40GILDGILEAD SCIENCES INC$129.16-0.02%$8.2M0.47%1,405−2.3%
41GEVGE VERNOVA INC$933.61-3.09%$8.0M0.46%298−3.2%
42KLACKLA CORP$1929.20-9.47%$7.8M0.45%133−2.4%
43PEPPEPSICO INC$141.92-0.16%$7.7M0.44%356−0.7%
44GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$7.5M0.43%243−2.7%
45QCOMQUALCOMM INC$215.94-10.98%$7.4M0.43%869−1.5%
46WMT2WELLS FARGO & CO$7.4M0.42%3,528−3.7%
47INTCINTEL CORP$99.17-11.28%$7.3M0.42%+1,845+1.1%
48ISRGINTUITIVE SURGICAL INC$422.060.77%$7.1M0.41%598−3.7%
49APHAMPHENOL CORP$138.81-5.42%$7.1M0.40%2,377−4.1%
50TAT&T INC$22.75-0.09%$7.0M0.40%4,091−1.7%
51ORCLORACLE CORP$213.68-9.59%$7.0M0.40%908−1.9%
52ADIANALOG DEVICES INC$401.39-6.38%$6.6M0.38%335−1.6%
53PNCPNC FINL SVCS GROUP INC$228.370.57%$6.6M0.38%365−1.1%
54EMREMERSON ELEC CO$138.12-2.77%$6.4M0.37%+2,264+4.8%
55UNHUNITEDHEALTH GROUP INC$399.470.76%$6.3M0.36%90−0.4%
56TJXTJX COS INC NEW$160.711.31%$6.3M0.36%1,202−3.0%
57IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$6.3M0.36%1−0.0%
58PFEPFIZER INC$26.041.36%$6.3M0.36%+9,407+4.4%
59VZVERIZON COMMUNICATIONS INC$45.371.11%$6.3M0.36%3,175−2.5%
60DEDEERE & CO$583.44-1.40%$6.2M0.35%343−3.0%
61ABTABBOTT LABORATORIES$91.070.32%$6.2M0.35%1,486−2.4%
62TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$6.2M0.35%386−3.0%
63SCHWSCHWAB CHARLES CORP$88.840.95%$6.0M0.35%2,605−3.9%
64AXPAMERICAN EXPRESS CO$310.66-0.60%$5.9M0.34%715−3.5%
65USBUS BANCORP$55.690.41%$5.9M0.34%+30+0.0%
66ACNACCENTURE PLC IRELAND$178.25-0.34%$5.9M0.34%843−2.8%
67TMUST-MOBILE US INC$178.100.61%$5.9M0.34%323−1.1%
68MRSHMARSH & MCLENNAN COS INC$165.442.59%$5.7M0.33%88−0.3%
69BKNGBOOKING HOLDINGS INC$165.84-0.99%$5.6M0.32%20−1.5%
70ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$5.5M0.31%+938+3.6%
71DISDISNEY WALT CO$99.710.37%$5.5M0.31%1,119−1.9%
72WMWASTE MGMT INC DEL$220.400.63%$5.5M0.31%+1,057+4.6%
73PHPARKER-HANNIFIN CORP$882.341.16%$5.4M0.31%+7+0.1%
74CVSCVS HEALTH CORP$95.931.17%$5.4M0.31%+84+0.1%
75MDTMEDTRONIC PLC$81.67-0.32%$5.4M0.31%97−0.2%
76INTUINTUIT$296.76-1.73%$5.3M0.30%+535+4.6%
77VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$5.2M0.30%+466+4.2%
78NEMNEWMONT CORP$99.71-7.96%$5.2M0.30%+118+0.2%
79CCITIGROUP INC$132.47-1.98%$5.1M0.29%1,510−3.2%
80CRMSALESFORCE INC$185.66-1.64%$5.1M0.29%681−2.4%
81PANWPALO ALTO NETWORKS INC$272.05-2.58%$5.0M0.29%+2,979+10.5%
82ITWILLINOIS TOOL WKS INC$252.720.64%$4.9M0.28%1−0.0%
83ETNEATON CORP PLC$395.94-5.42%$4.9M0.28%+621+4.8%
84GRMNGARMIN LTD$236.57-2.23%$4.8M0.28%+1,245+6.4%
85ANETARISTA NETWORKS INC$154.27-7.07%$4.8M0.27%1,176−2.9%
86BLKBLACKROCK INC$995.60-2.64%$4.7M0.27%10−0.2%
87PGRPROGRESSIVE CORP$204.024.42%$4.7M0.27%661−2.7%
88SYKSTRYKER CORPORATION$305.661.48%$4.7M0.27%+266+1.9%
89WELLWELLTOWER INC$206.933.03%$4.7M0.27%217−0.9%
90UBERUBER TECHNOLOGIES INC$70.71-2.08%$4.6M0.26%339−0.5%
91UNPUNION PAC CORP$272.323.19%$4.6M0.26%82−0.4%
92BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$4.4M0.25%1,324−1.8%
93CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$4.4M0.25%124−1.1%
94CMCSACOMCAST CORP NEW$23.822.10%$4.3M0.25%1,271−0.8%
95TTTRANE TECHNOLOGIES PLC$456.84-1.49%$4.3M0.25%387−3.6%
96TRVTRAVELERS COMPANIES INC$303.253.35%$4.3M0.25%+915+6.7%
97CMECME GROUP INC$257.400.52%$4.3M0.24%339−2.3%
98PLDPROLOGIS INC.$144.540.52%$4.2M0.24%523−1.6%
99ADBEADOBE INC$251.44-2.70%$4.2M0.24%39−0.2%
100LOWLOWES COS INC$210.741.55%$4.2M0.24%278−1.5%
101SPGIS&P GLOBAL INC$4.2M0.24%77−0.8%
102PSAPUBLIC STORAGE OPER CO$4.1M0.23%137−0.9%
103MCKMCKESSON CORP$4.1M0.23%106−2.2%
104CEGCONSTELLATION ENERGY CORP$4.0M0.23%+327+2.3%
105SBUXSTARBUCKS CORP$3.9M0.22%79−0.2%
106DHRDANAHER CORP DEL$3.9M0.22%160−0.8%
107REGNREGENERON PHARMACEUTICALS$3.9M0.22%373−6.9%
108MELIMERCADOLIBRE INC$3.9M0.22%+2+0.1%
109DRIDARDEN RESTAURANTS INC$3.8M0.22%+1,339+7.4%
110SNASNAP ON INC$3.8M0.22%+757+7.8%
111HCAHCA HEALTHCARE INC$3.8M0.22%331−4.0%
112CSXCSX CORP$3.8M0.22%+312+0.3%
113AFLAFLAC INC$3.7M0.21%72−0.2%
114AMTAMERICAN TOWER CORP$3.7M0.21%+23+0.1%
115YUMYUM BRANDS INC$3.7M0.21%+1,623+7.4%
116FITBFIFTH THIRD BANCORP$3.7M0.21%+8,152+11.5%
117NKENIKE INC$3.6M0.21%+530+0.8%
118MARMARRIOTT INTL INC NEW$3.6M0.21%12−0.1%
119CTASCINTAS CORP$3.6M0.21%233−1.1%
120QGENQIAGEN NV$3.6M0.20%+102,758NEW
121EQIXEQUINIX INC$3.5M0.20%+35+1.0%
122NDAQNASDAQ INC$3.5M0.20%+1,978+5.0%
123CDNSCADENCE DESIGN SYSTEM INC$3.5M0.20%203−1.6%
124XELXCEL ENERGY INC$3.5M0.20%+3,123+7.7%
125BSXBOSTON SCIENTIFIC CORP$3.4M0.20%+2,935+5.6%
126VLOVALERO ENERGY CORP$3.4M0.19%+976+7.7%
127DELLDELL TECHNOLOGIES INC$3.4M0.19%507−2.4%
128MRVLMARVELL TECHNOLOGY INC$3.4M0.19%24−0.1%
129ICEINTERCONTINENTAL EXCHANGE IN$3.3M0.19%103−0.5%
130ROSTROSS STORES INC$3.3M0.19%+864+6.0%
131ECLECOLAB INC$3.3M0.19%171−1.4%
132CITHE CIGNA GROUP$3.2M0.19%+732+6.4%
133FDXFEDEX CORP$3.2M0.19%190−2.0%
134NOWSERVICENOW INC$3.2M0.19%81−0.3%
135MMM3M CO$3.2M0.18%115−0.5%
136RJFRAYMOND JAMES FINL INC$3.2M0.18%HELD
137IRMIRON MTN INC DEL$3.1M0.18%+2,284+8.1%
138FCXFREEPORT MCMORAN INC$3.1M0.18%639−1.2%
139ESEVERSOURCE ENERGY$3.1M0.18%+366+0.8%
140ABNBAIRBNB INC$3.1M0.18%+105+0.4%
141RFREGIONS FINANCIAL CORP NEW$3.1M0.18%HELD
142MCOMOODYS CORP$3.1M0.18%+27+0.4%
143CMICUMMINS INC$3.1M0.18%+343+6.4%
144HBANHUNTINGTON BANCSHARES INC$3.0M0.17%+7,153+3.9%
145SNPSSYNOPSYS INC$3.0M0.17%+100+1.3%
146FTNTFORTINET INC$3.0M0.17%1,088−2.9%
147SHWSHERWIN WILLIAMS CO$3.0M0.17%+31+0.3%
148BXBLACKSTONE INC$3.0M0.17%+42+0.2%
149MDLZMONDELEZ INTL INC$2.9M0.17%HELD
150STLASTELLANTIS N.V$2.9M0.17%10,530−2.1%
151CBOECBOE GLOBAL MKTS INC$2.9M0.17%+527+5.3%
152DGDOLLAR GEN CORP$2.9M0.17%+1,694+7.4%
153DUKDUKE ENERGY CORP NEW$2.9M0.17%+43+0.2%
154APPAPPLOVIN CORP$2.8M0.16%25−0.4%
155EAELECTRONIC ARTS INC$2.8M0.16%+47+0.3%
156SOSOUTHERN CO$2.7M0.16%+74+0.3%
157UPSUNITED PARCEL SVCS INC$2.7M0.16%+183+0.7%
158MSIMOTOROLA SOLUTIONS INC$2.7M0.15%92−1.5%
159PAYXPAYCHEX INC$2.7M0.15%2,339−7.5%
160OKEONEOK INC NEW$2.7M0.15%+168+0.6%
161CVXCHEVRON CORPORATION$2.6M0.15%+2+0.0%
162NTAPNETAPP INC$2.6M0.15%HELD
163ELVELEVANCE HEALTH INC FORMERLY$2.6M0.15%11−0.1%
164SLBSLB LIMITED$2.5M0.15%2,319−4.5%
165SYYSYSCO CORP$2.5M0.15%+190+0.5%
166HSYHERSHEY CO$2.5M0.14%+54+0.5%
167RSGREPUBLIC SVCS INC$2.4M0.14%+14+0.1%
168GEGE AEROSPACE$2.4M0.14%234−2.7%
169CMSCMS ENERGY CORP$2.3M0.13%+260+0.9%
170WECWEC ENERGY GROUP INC$2.3M0.13%+62+0.3%
171CARRCARRIER GLOBAL CORPORATION$2.2M0.13%25−0.1%
172AVYAVERY DENNISON CORP$2.2M0.13%HELD
173AEEAMEREN CORP$2.2M0.13%HELD
174TGTTARGET CORP$2.2M0.13%+41+0.2%
175APDAIR PRODUCTS AND CHEMICALS I$2.2M0.12%+54+0.7%
176ZTSZOETIS INC$2.2M0.12%1−0.0%
177PRUPRUDENTIAL FINL INC$2.2M0.12%HELD
178AWKAMERICAN WTR WKS CO INC NEW$2.2M0.12%HELD
179ORLYOREILLY AUTOMOTIVE INC$2.1M0.12%16−0.1%
180HWMHOWMET AEROSPACE INC$2.1M0.12%+927+11.2%
181GLWCORNING INC$2.1M0.12%+164+1.1%
182NLYANNALY CAPITAL MANAGEMENT IN$2.1M0.12%+1,234+1.3%
183OMCOMNICOM GROUP INC$2.0M0.12%+1,846+7.3%
184PFGPRINCIPAL FINANCIAL GROUP IN$2.0M0.12%HELD
185MNSTMONSTER BEVERAGE CORP NEW$2.0M0.12%744−2.6%
186QUREQUANTA SVCS INC$2.0M0.11%+370+11.4%
187BKBANK NEW YORK MELLON CORP$2.0M0.11%70−0.4%
188WDCWESTERN DIGITAL CORP$2.0M0.11%+2,400+49.5%
189FASTFASTENAL CO$1.9M0.11%1,068−2.5%
190KKRKKR & CO INC$1.9M0.11%+195+0.9%
191ADSKAUTODESK INC$1.9M0.11%+655+8.9%
192CLCOLGATE PALMOLIVE CO$1.9M0.11%HELD
193WBDWARNER BROS DISCOVERY INC$1.9M0.11%+1,294+2.0%
194APOAPOLLO GLOBAL MGMT INC$1.8M0.11%1−0.0%
195BRBROADRIDGE FINL SOLUTIONS IN$1.8M0.10%HELD
196JCIJOHNSON CONTROLS INTERNATION$1.8M0.10%468−3.3%
197VRTVERTIV HOLDINGS CO$1.7M0.10%+124+1.8%
198PYPLPAYPAL HLDGS INC$1.7M0.10%+229+0.6%
199COFCAPITAL ONE FINL CORP$1.7M0.10%120−1.3%
200HPQHP INC$1.7M0.10%HELD
201EXCEXELON CORP$1.6M0.09%+114+0.3%
202WMBWILLIAMS COS INC$1.6M0.09%+352+1.6%
203SPGSIMON PPTY GROUP INC NEW$1.6M0.09%+88+1.0%
204AOSSMITH A O CORP$1.6M0.09%2,260−8.4%
205PMPHILIP MORRIS INTL INC$1.6M0.09%+82+0.9%
206AJGGALLAGHER ARTHUR J & CO$1.6M0.09%+18+0.3%
207AMPAMERIPRISE FINL INC$1.6M0.09%8−0.2%
208BKRBAKER HUGHES COMPANY$1.5M0.09%+30+0.1%
209DASHDOORDASH INC$1.5M0.09%+37+0.4%
210BDXBECTON DICKINSON & CO$1.5M0.09%+72+0.8%
211FERGFERGUSON ENTERPRISES INC$1.5M0.08%+49+0.8%
212CMGCHIPOTLE MEXICAN GRILL INC$1.5M0.08%+297+0.6%
213CPRTCOPART INC$1.5M0.08%+382+0.9%
214EBAYEBAY INC.$1.4M0.08%+136+0.9%
215COPCONOCOPHILLIPS$1.4M0.08%+2,127+24.7%
216KMBKIMBERLY-CLARK CORP$1.4M0.08%+133+0.9%
217VICIVICI PPTYS INC$1.4M0.08%5,582−9.9%
218GMGENERAL MTRS CO$1.3M0.08%71−0.4%
219PCARPACCAR INC$1.3M0.07%2−0.0%
220FFORD MTR CO$1.3M0.07%+1,114+1.0%
221MPWRMONOLITHIC PWR SYS INC$1.3M0.07%+289+33.0%
222TDGTRANSDIGM GROUP INC$1.3M0.07%+18+1.7%
223NETCLOUDFLARE INC$1.2M0.07%+151+2.6%
224EDCONSOLIDATED EDISON INC$1.2M0.07%+108+1.0%
225DGXQUEST DIAGNOSTICS INC$1.2M0.07%HELD
226ALLALLSTATE CORP$1.2M0.07%+765+15.3%
227TROWPRICE T ROWE GROUP INC$1.2M0.07%HELD
228WDAYWORKDAY INC$1.2M0.07%1,650−15.4%
229IDXXIDEXX LABS INC$1.1M0.07%+289+16.5%
230AMEAMETEK INC$1.1M0.06%328−5.9%
231WPCWP CAREY INC$1.1M0.06%HELD
232NSCNORFOLK SOUTHN CORP$1.1M0.06%HELD
233CFCF INDUSTRIES HOLD$1.1M0.06%1,037−11.0%
234AERAERCAP HOLDINGS NV$1.1M0.06%HELD
235PPGPPG INDS INC$1.1M0.06%HELD
236GWWWW GRAINGER INC$1.0M0.06%+154+19.1%
237FISVFISERV INC$1.0M0.06%20−0.1%
238CINFCINCINNATI FINL CORP$1.0M0.06%+893+15.9%
239CHRWC H ROBINSON WORLDWIDE IN$1.0M0.06%HELD
240RCLROYAL CARIBBEAN GROUP$1.0M0.06%+98+2.7%
241KRKROGER CO$1.0M0.06%132−0.9%
242HLTHILTON WORLDWIDE HLDGS INC$1.0M0.06%19−0.6%
243MTBM & T BK CORP$979K0.06%8−0.2%
244ROKROCKWELL AUTOMATION INC$941K0.05%+39+1.5%
245ALNYALNYLAM PHARMACEUTICALS INC$939K0.05%+1,001+54.5%
246REGREGENCY CTRS CORP$929K0.05%HELD
247MCHPMICROCHIP TECHNOLOGY INC.$927K0.05%+273+1.9%
248SNOWSNOWFLAKE INC$927K0.05%HELD
249HIGHARTFORD INSURANCE GROUP INC$924K0.05%496−6.8%
250KEYSKEYSIGHT TECHNOLOGIES INC$919K0.05%+38+1.2%
251AEPAMERICAN ELEC PWR CO INC$914K0.05%+29+0.4%
252SRESEMPRA$901K0.05%+178+2.0%
253EWEDWARDS LIFESCIENCES CORP$894K0.05%2,689−19.4%
254DLRDIGITAL RLTY TR INC$881K0.05%+182+3.9%
255LNGCHENIERE ENERGY INC$868K0.05%31−1.0%
256RMDRESMED INC$850K0.05%+67+1.8%
257SPOTSPOTIFY TECHNOLOGY S A$849K0.05%296−14.5%
258ACGLARCH CAP GROUP LTD$845K0.05%+1,410+19.1%
259CHDCHURCH & DWIGHT CO INC$844K0.05%HELD
260FIXCOMFORT SYS USA INC$838K0.05%+115+23.3%
261TFCTRUIST FINL CORP$834K0.05%3−0.0%
262ODFLOLD DOMINION FREIGHT LINE IN$832K0.05%+77+1.8%
263CORCENCORA INC$823K0.05%+41+1.6%
264HPEHEWLETT PACKARD ENTERPRISE C$821K0.05%+1,321+4.0%
265CVNACARVANA CO$818K0.05%+120+4.8%
266DDOGDATADOG INC$812K0.05%+166+2.5%
267TERTERADYNE INC$809K0.05%+508+22.9%
268OREALTY INCOME CORP$801K0.05%+406+3.2%
269AZOAUTOZONE INC$790K0.05%1−0.4%
270HOODROBINHOOD MKTS INC$787K0.05%+351+3.2%
271NTRSNORTHERN TR CORP$779K0.04%10−0.2%
272WABWABTEC$777K0.04%307−9.0%
273CIENCIENA CORP$776K0.04%+31+1.6%
274TTWOTAKE-TWO INTERACTIVE SOFTWAR$775K0.04%+144+3.8%
275JBHTHUNT J B TRANS SVCS INC$774K0.04%+53+1.5%
276TRGPTARGA RES CORP$767K0.04%+6+0.2%
277FFIVF5 INC$758K0.04%HELD
278LHLABCORP HOLDINGS INC$751K0.04%+54+2.0%
279KDPKEURIG DR PEPPER INC$741K0.04%+10,058+55.6%
280VMCVULCAN MATLS CO$738K0.04%+53+2.0%
281CBRECBRE GROUP INC$736K0.04%+75+1.4%
282COINCOINBASE GLOBAL INC$727K0.04%+312+8.1%
283CAHCARDINAL HEALTH INC$715K0.04%+48+1.4%
284GEHCGE HEALTHCARE TECHNOLOGIES I$715K0.04%+297+3.0%
285ETRENTERGY CORP NEW$712K0.04%+49+0.8%
286LITELUMENTUM HLDGS INC$709K0.04%+1,009NEW
287MSTRSTRATEGY INC$697K0.04%+129+2.4%
288XYZBLOCK INC$695K0.04%HELD
289ZNGAZOOM COMMUNICATIONS INC$691K0.04%+213+2.5%
290AXONAXON ENTERPRISE INC$687K0.04%+38+2.4%
291MOALTRIA GROUP INC$682K0.04%+26+0.3%
292EOGEOG RES INC$671K0.04%+1,305+39.1%
293BIIBBIOGEN INC$666K0.04%+112+3.2%
294URIUNITED RENTALS INC$659K0.04%2−0.2%
295RBLXROBLOX CORP$646K0.04%+535+4.9%
296WATWATERS CORP$646K0.04%+1,353+166.0%
297KVUEKENVUE INC$642K0.04%HELD
298DOVDOVER CORP$637K0.04%HELD
299FANGDIAMONDBACK ENERGY INC$630K0.04%+586+22.6%
300CTSHCOGNIZANT TECHNOLOGY SOLUTIO$623K0.04%HELD
301GPCGENUINE PARTS CO$620K0.04%HELD
302LULULULULEMON ATHLETICA INC$618K0.04%HELD
303EMEEMCOR GROUP INC$611K0.04%65−7.3%
304AAGILENT TECHNOLOGIES INC$611K0.03%+99+1.9%
305HALHALLIBURTON CO$607K0.03%+3,588+30.0%
306AIGAMERICAN INTL GROUP INC$605K0.03%+130+1.6%
307HO1HOLOGIC INC$599K0.03%+184+2.4%
308WTRGESSENTIAL UTILS INC$593K0.03%3,892−20.9%
309STZCONSTELLATION BRANDS INC$587K0.03%HELD
310PEGPUBLIC SVC ENTERPRISE GROUP$583K0.03%+248+3.6%
311WRBBERKLEY W R CORP$579K0.03%1,186−12.0%
312METMETLIFE INC$577K0.03%+193+2.4%
313ILMNILLUMINA INC$575K0.03%HELD
314NUENUCOR CORP$561K0.03%+76+2.3%
315PCGPG&E CORP$558K0.03%+869+2.8%
316ROLROLLINS INC$558K0.03%+2,558+32.4%
317VTRVENTAS INC$557K0.03%+577+9.3%
318ROPROPER TECHNOLOGIES INC$550K0.03%702−31.1%
319FISFIDELITY NATL INFORMATION SV$549K0.03%HELD
320COHRCOHERENT CORP$538K0.03%+2,257NEW
321VEEVVEEVA SYS INC$527K0.03%+84+2.9%
322DHID R HORTON INC$522K0.03%1,342−26.1%
323DKSDICKS SPORTING GOODS INC$521K0.03%HELD
324IBKRINTERACTIVE BROKERS GROUP IN$517K0.03%+464+6.4%
325STTSTATE STR CORP$514K0.03%+78+2.0%
326MLMMARTIN MARIETTA MATLS INC$514K0.03%292−25.1%
327CCICROWN CASTLE INC$511K0.03%+174+2.8%
328HUBBHUBBELL INC$508K0.03%112−9.8%
329CGCARLYLE GROUP INC$505K0.03%+252+2.5%
330INSMINSMED INC$504K0.03%+131+4.4%
331STLDSTEEL DYNAMICS INC$487K0.03%469−14.8%
332CRBGCOREBRIDGE FINL INC$483K0.03%HELD
333DXCMDEXCOM INC$471K0.03%+2,049+37.5%
334ULTAULTA BEAUTY INC$461K0.03%+254+40.5%
335MPCMARATHON PETE CORP$457K0.03%8−0.4%
336EFXEQUIFAX INC$456K0.03%HELD
337PSXPHILLIPS 66$453K0.03%HELD
338IRINGERSOLL RAND INC$453K0.03%15−0.3%
339PHMPULTE GROUP INC$451K0.03%378−9.0%
340WTWWILLIS TOWERS WATSON PLC LTD$451K0.03%16−1.0%
341EQHEQUITABLE HLDGS INC$449K0.03%43−0.4%
342RKLBROCKET LAB CORP$447K0.03%+951+15.8%
343BEBLOOM ENERGY CORP$439K0.03%+141+4.5%
344STESTERIS PLC$438K0.03%+627+46.3%
345ATOATMOS ENERGY CORP$432K0.02%+128+5.8%
346OTISOTIS WORLDWIDE CORP$428K0.02%HELD
347DOWDOW HLDGS INC$426K0.02%+591+6.1%
348IQVIQVIA HLDGS INC$422K0.02%+85+3.6%
349XYLXYLEM INC$420K0.02%+97+2.8%
350TPRTAPESTRY INC$420K0.02%+77+2.7%
351CCL1EURCARNIVAL CORP$417K0.02%+1,684+11.7%
352KMIKINDER MORGAN INC DEL$413K0.02%+117+1.0%
353FSLRFIRST SOLAR INC$411K0.02%+688+49.2%
354EIXEDISON INTL$407K0.02%+258+4.9%
355TDYTELEDYNE TECHNOLOGIES INC$402K0.02%HELD
356EXREXTRA SPACE STORAGE INC$402K0.02%+105+3.5%
357JBLJABIL INC$400K0.02%HELD
358NRGNRG ENERGY INC$399K0.02%HELD
359BBYBEST BUY INC$397K0.02%HELD
360AMRZAMRIZE LTD$394K0.02%HELD
361AFGAMERICAN FINANCIAL GROUP INC$389K0.02%935−23.5%
362IMOIMPERIAL OIL LTD$384K0.02%HELD
363EXPEEXPEDIA GROUP INC$383K0.02%HELD
364NTRANATERA INC$379K0.02%+89+4.9%
365CFGCITIZENS FINL GROUP INC$374K0.02%+302+5.1%
366VRSKVERISK ANALYTICS INC$373K0.02%HELD
367MTDMETTLER TOLEDO INTERNATIONAL$372K0.02%HELD
368VLTOVERALTO CORP$368K0.02%+132+3.3%
369FTAIFTAI AVIATION LTD$364K0.02%+1,487NEW
370CWCURTISS WRIGHT CORP$364K0.02%+534NEW
371FICOFAIR ISAAC CORP$363K0.02%1−0.3%
372PTCPTC INC$359K0.02%HELD
373LYVLIVE NATION ENTERTAINMENT IN$357K0.02%+124+5.6%
374ONON SEMICONDUCTOR CORP$354K0.02%98−1.7%
375SYFSYNCHRONY FINANCIAL$354K0.02%81−1.5%
376QQNITY ELECTRONICS INC$350K0.02%+3,035NEW
377CTVACORTEVA INC$349K0.02%16−0.4%
378INCYINCYTE CORP$345K0.02%+1,476+67.3%
379UTHRUNITED THERAPEUTICS CORP DEL$341K0.02%13−2.2%
380ARESARES MANAGEMENT CORPORATION$341K0.02%+116+3.9%
381FLEXFLEXTRONICS INTL LTD$339K0.02%HELD
382MKLMARKEL GROUP INC$339K0.02%HELD
383TSCOTRACTOR SUPPLY CO$338K0.02%HELD
384LPLALPL FINL HLDGS INC$337K0.02%HELD
385DVNDEVON ENERGY CORP NEW$324K0.02%+2,687+71.5%
386DDOMINION ENERGY INC$324K0.02%+28+0.5%
387AVBAVALONBAY CMNTYS INC$324K0.02%HELD
388HEIHEICO CORP NEW$321K0.02%HELD
389NINISOURCE INC$319K0.02%+421+6.6%
390WSMWILLIAMS SONOMA INC$319K0.02%+57+3.4%
391PODDINSULET CORP$319K0.02%+555+57.6%
392DECKDECKERS OUTDOOR CORP$315K0.02%+1,094+53.3%
393FOXAFOX CORP$314K0.02%HELD
394VSTVISTRA CORP$313K0.02%HELD
395EGEVEREST GROUP LTD$310K0.02%119−11.2%
396EQREQUITY RESIDENTIAL$309K0.02%+300+6.1%
397HRLHORMEL FOODS CORP$304K0.02%HELD
398DLTRDOLLAR TREE INC$298K0.02%47−1.7%
399NVRNVR INC$297K0.02%23−33.8%
400BURLBURLINGTON STORES INC$296K0.02%+60+7.1%
401TPLTEXAS PACIFIC LAND CORPORATI$295K0.02%294−32.1%
402OXYOCCIDENTAL PETE CORP$293K0.02%HELD
403SUNBSUNBELT RENTALS HOLDINGS INC$293K0.02%+6,170NEW
404VRSNVERISIGN INC$293K0.02%HELD
405HUMHUMANA INC$292K0.02%HELD
406SOFISOFI TECHNOLOGIES INC$291K0.02%+1,604+9.6%
407SOLVSOLVENTUM CORP$290K0.02%HELD
408LYBLYONDELLBASELL INDUSTRIES NV$286K0.02%HELD
409GISGENERAL MILLS INC$285K0.02%HELD
410KHCKRAFT HEINZ CO$282K0.02%HELD
411CPAYCORPAY INC$280K0.02%+51+5.6%
412MDBMONGODB INC$280K0.02%HELD
413EXPDEXPEDITORS INTL WASH INC$277K0.02%HELD
414TWLOTWILIO INC$277K0.02%+153+7.5%
415PKGPACKAGING CORP AMER$276K0.02%766−37.1%
416DDDUPONT DE NEMOURS INC$272K0.02%HELD
417ASTSAST SPACEMOBILE INC$270K0.02%+3,261NEW
418BROBROWN & BROWN INC$270K0.02%HELD
419IFFINTERNATIONAL FLAVORS&FRAGRA$269K0.02%+186+5.3%
420JKHYHENRY JACK & ASSOC INC$268K0.02%369−17.9%
421PEVERPURE INC$266K0.02%+251+5.9%
422LLOEWS CORP$265K0.02%HELD
423SMCISUPER MICRO COMPUTER INC$265K0.02%+4,415+61.0%
424FTVFORTIVE CORP$264K0.02%HELD
425CRWVCOREWEAVE INC$263K0.02%+3,399NEW
426CHTRCHARTER COMMUNICATIONS INC$262K0.02%25−2.0%
427KEYKEYCORP$262K0.02%HELD
428SBACSBA COMMUNICATIONS CORP$261K0.01%HELD
429FWONKLIBERTY MEDIA CORP DEL$261K0.01%+163+5.6%
430ZBHZIMMER BIOMET HOLDINGS INC$259K0.01%+135+5.0%
431LENLENNAR CORP$258K0.01%HELD
432ELLAUDER ESTEE COS INC$256K0.01%+355+11.1%
433AMCRAMCOR PLC$255K0.01%+6,411NEW
434TSNTYSON FOODS INC$252K0.01%HELD
435IPINTERNATIONAL PAPER CO$251K0.01%HELD
436WSTWEST PHARMACEUTICAL SVSC INC$249K0.01%631−38.9%
437BGBUNGE GLOBAL SA$248K0.01%HELD
438ENTGENTEGRIS INC$246K0.01%HELD
439WYWEYERHAEUSER CO$243K0.01%HELD
440EQTEQT CORP$243K0.01%HELD
441FCNCAFIRST CTZNS BANCSHARES INC D$241K0.01%1−0.8%
442CSGPCOSTAR GROUP INC$240K0.01%HELD
443LVSLAS VEGAS SANDS CORP$232K0.01%HELD
444GPNGLOBAL PMTS INC$232K0.01%HELD
445RVTYREVVITY INC$232K0.01%HELD
446HEI/AHEICO CORP NEW$231K0.01%+57+5.5%
447SATSECHOSTAR CORP$230K0.01%HELD
448CNCCENTENE CORP DEL$229K0.01%HELD
449ESSESSEX PPTY TR INC$225K0.01%+48+5.4%
450CDWCDW CORP$225K0.01%HELD
451RSRELIANCE INC$224K0.01%HELD
452TRMBTRIMBLE INC$223K0.01%HELD
453SUISUN CMNTYS INC$221K0.01%HELD
454CRDOCREDO TECHNOLOGY GROUP HOLDI$220K0.01%+173+8.0%
455KIMKIMCO REALTY CORP$220K0.01%+510+5.5%
456JJACOBS SOLUTIONS INC$218K0.01%HELD
457BALLBALL CORP$218K0.01%HELD
458ADMARCHER DANIELS MIDLAND CO$214K0.01%3,806−56.4%
459TYLTYLER TECHNOLOGIES INC$211K0.01%HELD
460LIILENNOX INTL INC$207K0.01%HELD
461SSNCSS&C TECH HLDGS$206K0.01%HELD
462CSLCARLISLE COS INC$206K0.01%HELD
463RVMDREVOLUTION MEDICINES INC$204K0.01%+2,102NEW
464ALABASTERA LABS INC$203K0.01%HELD
465NDSNNORDSON CORP$202K0.01%HELD
466ZSZSCALER INC$201K0.01%1,051−42.3%
467INVHINVITATION HOMES INC$199K0.01%HELD
468COOCOOPER COS INC$199K0.01%HELD
469PNRPENTAIR PLC$198K0.01%1,548−40.5%
470IEXIDEX CORP$198K0.01%970−48.2%
471MAAMID-AMER APT CMNTYS INC$195K0.01%HELD
472GGGGRACO INC$195K0.01%HELD
473RDDTREDDIT INC$195K0.01%HELD
474OKTAOKTA INC$192K0.01%+163+7.2%
475TRUTRANSUNION$189K0.01%HELD
476PNFPPINNACLE FINL PARTNERS INC$189K0.01%+2,192NEW
477TWTRADEWEB MKTS INC$188K0.01%HELD
478DTEDTE ENERGY CO$186K0.01%HELD
479MKCMCCORMICK & CO INC$185K0.01%+189+5.4%
480NBIXNEUROCRINE BIOSCIENCES INC$183K0.01%HELD
481RKTROCKET COS INC$183K0.01%HELD
482GLPIGAMING & LEISURE P$179K0.01%+269+7.2%
483ALLEALLEGION PLC$176K0.01%HELD
484CLXCLOROX CO DEL$176K0.01%HELD
485RPMRPM INTL INC$175K0.01%HELD
486WSOWATSCO INC$174K0.01%HELD
487MASMASCO CORP$174K0.01%HELD
488SWKSSKYWORKS SOLUTIONS INC$173K0.01%HELD
489PPLPPL CORP$172K0.01%HELD
490ITGARTNER INC$172K0.01%HELD
491CNPCENTERPOINT ENERGY INC$172K0.01%HELD
492AFRMAFFIRM HLDGS INC$171K0.01%HELD
493FEFIRSTENERGY CORP$170K0.01%HELD
494HUBSHUBSPOT INC$168K0.01%HELD
495CASYCASEYS GEN STORES INC$167K0.01%+229NEW
496DPZDOMINOS PIZZA INC$166K0.01%HELD
497FNFFIDELITY NATL FINL INC$166K0.01%HELD
498TOSTTOAST INC$165K0.01%HELD
499CTRACOTERRA ENERGY INC$164K0.01%7,362−61.1%
500RIVNRIVIAN AUTOMOTIVE INC$164K0.01%HELD

Source: SEC EDGAR · accession 0001193125-26-225304. 13F discloses long positions only — shorts, foreign equities, and options are excluded.