MondegarAI
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Institutional

State of Tennessee, Department of Treasury

CIK 0001587973
$29.75B
Reported AUM
1,721
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · State of Tennessee, Department of Treasury · Q1 2026

AI · grounded in 13F

State of Tennessee, Department of Treasury established new positions in AZN and [[stock:SHYG], totaling approximately $49.8M and $49.2M respectively. The fund increased its stake in TSM by 48.3% and JAAA by 693%. Conversely, it trimmed holdings in EWT by 23.3% and INDA by 19.1%.

Portfolio · Q1 2026

NVDA$1.47BAAPLMSFTEWYAMZNEWTGOOGLOther$18.81BST

Top holdings· first 500 of 1721

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$1.47B4.94%+3,351+0.0%
2AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$1.30B4.35%14,891−0.3%
3MSFTMICROSOFT CORP COM$416.67-2.66%-10.71%52.39%$955.8M3.21%10,088−0.4%
4EWYISHARES INC MSCI STH KOR ETF$175.19-14.11%173.18%119.18%$762.6M2.56%630,957−9.2%
5AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$702.7M2.36%+49,631+1.5%
6EWTISHARES INC MSCI TAIWAN ETF$98.08-7.25%89.59%127.07%$681.2M2.29%2,920,956−23.3%
7GOOGLALPHABET INC CAP STK CL A$368.53-0.98%112.92%175.80%$569.7M1.91%482−0.0%
8VTIVANGUARD INDEX FDS TOTAL STK MKT$363.38-2.68%24.59%71.45%$526.1M1.77%+57,242+3.6%
9AVGOBROADCOM INC COM$385.73-7.92%57.48%771.51%$505.9M1.70%+3,766+0.2%
10GOOGALPHABET INC CAP STK CL C$365.76-0.95%109.82%172.71%$473.3M1.59%+4,843+0.3%
11METAMETA PLATFORMS INC CL A$593.00-5.51%-14.74%67.74%$430.4M1.45%+1,000+0.1%
12INDAISHARES TR MSCI INDIA ETF$47.34-1.42%-13.79%13.72%$414.1M1.39%2,084,642−19.1%
13TSMTAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS$415.17-6.69%104.85%285.24%$360.3M1.21%+347,252+48.3%
14TSLATESLA INC COM$391.00-6.56%32.48%70.69%$357.3M1.20%+1,000+0.1%
15PLDPROLOGIS INC COM$144.540.52%37.48%29.45%$341.4M1.15%+209,073+8.8%
16BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$300.9M1.01%+5,309+0.9%
17JPMJPMORGAN CHASE & CO COM$312.370.48%19.84%133.52%$287.9M0.97%118−0.0%
18VEAVANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT$69.17-3.72%26.80%55.20%$270.6M0.91%98,353−2.3%
19XOMEXXON MOBIL CORP COM$149.92-1.39%48.36%212.97%$246.9M0.83%122,283−7.8%
20LLYELI LILLY & CO COM$1131.420.55%48.00%387.10%$246.9M0.83%+1,109+0.4%
21VCITVANGUARD SCOTTSDALE FDS INT-TERM CORP$81.91-0.56%6.42%3.84%$241.9M0.81%+8,674+0.3%
22SRLNSSGA ACTIVE ETF TR STATE STREET BLA$40.30-0.17%6.00%25.76%$238.5M0.80%348,666−5.5%
23VCLTVANGUARD SCOTTSDALE FDS LG-TERM COR BD$74.52-0.77%7.59%-13.51%$235.6M0.79%+40,672+1.3%
24MBBISHARES TR MBS ETF$93.74-0.50%6.97%1.02%$235.3M0.79%8,763−0.4%
25EWZISHARES INC MSCI BRAZIL ETF$34.01-2.21%29.36%33.02%$227.8M0.77%995,390−14.4%
26JNJJOHNSON & JOHNSON COM$232.772.02%53.90%55.59%$218.3M0.73%+71,531+8.7%
27VNQVANGUARD INDEX FDS REAL ESTATE ETF$96.790.72%11.98%9.39%$198.2M0.67%39,736−1.7%
28WMTWALMART INC COM$118.880.97%22.99%166.67%$187.1M0.63%2,129−0.1%
29EZAISHARES INC MSCI STH AFR ETF$64.37-4.90%27.36%63.70%$186.7M0.63%HELD
30VVISA INC COM CL A$323.571.06%-11.91%36.33%$186.3M0.63%+30,000+5.1%
31FLINFRANKLIN TEMPLETON ETF TR FRANKLIN INDIA$33.97-1.39%$173.2M0.58%HELD
32VOOVANGUARD INDEX FDS S&P 500 ETF SHS$678.00-2.59%$166.1M0.56%HELD
33COSTCOSTCO WHOLESALE CORPORATION COM$971.87-0.05%$148.6M0.50%179−0.1%
34MAMASTERCARD INCORPORATED CL A$491.081.93%$143.5M0.48%2,555−0.9%
35NFLXNETFLIX INC COM$82.180.76%$142.9M0.48%+11,185+0.8%
36ABBVABBVIE INC COM$227.231.02%$139.4M0.47%+21,400+3.5%
37CVXCHEVRON CORPORATION COM$187.31-0.55%$136.5M0.46%5,797−0.9%
38MUMICRON TECHNOLOGY INC COM$864.01-13.25%$132.2M0.44%+24,832+6.8%
39RYROYAL BK CDA COM$194.04-0.48%$128.6M0.43%4,341−0.5%
40HDHOME DEPOT INC COM$310.780.27%$118.7M0.40%+13,143+3.8%
41CATCATERPILLAR INC COM$904.28-3.85%$117.0M0.39%595−0.4%
42MRKMERCK & CO INC COM$120.790.44%$116.0M0.39%+25,069+2.7%
43AMDADVANCED MICRO DEVICES INC COM$466.38-10.86%$114.9M0.39%+4,151+0.7%
44BACBANK AMERICA CORP COM$53.83-0.63%$112.6M0.38%2,369−0.1%
45PGPROCTER & GAMBLE CO COM$146.544.09%$111.2M0.37%HELD
46PLTRPALANTIR TECHNOLOGIES INC CL A$135.53-4.35%$107.3M0.36%+3,374+0.5%
47CSCOCISCO SYS INC COM$121.64-6.43%$107.1M0.36%+12,997+1.0%
48AMATAPPLIED MATLS INC COM$453.01-9.71%$105.0M0.35%+8,187+2.7%
49LINLINDE PLC SHS$507.900.09%$104.8M0.35%86,581−29.1%
50SHOPSHOPIFY INC CL A SUB VTG SHS$109.54-5.60%$104.6M0.35%+20,938+2.4%
51GEGE AEROSPACE COM NEW$328.000.11%$104.1M0.35%1,385−0.4%
52KOCOCA COLA CO COM$79.483.46%$98.5M0.33%20,384−1.5%
53UNHUNITEDHEALTH GROUP INC COM$399.470.76%$96.6M0.32%+48,137+15.6%
54PMPHILIP MORRIS INTL INC COM$178.291.89%$94.5M0.32%+9,656+1.7%
55RTXRTX CORPORATION COM$180.990.88%$93.2M0.31%+1,454+0.3%
56LRCXLAM RESEARCH CORP COM NEW$303.28-9.85%$89.9M0.30%+43,902+11.6%
57CNQCANADIAN NAT RES LTD MED TER COM$45.70-4.11%$89.7M0.30%+73,666+4.2%
58GSGOLDMAN SACHS GROUP INC COM$1038.68-4.94%$89.2M0.30%4,625−4.2%
59TDTORONTO DOMINION BK ONT COM NEW$113.16-0.52%$88.7M0.30%5,748−0.6%
60WMT2WELLS FARGO & CO COM$88.2M0.30%52,096−4.5%
61GEVGE VERNOVA INC COM$933.61-3.09%$84.2M0.28%+2,884+3.1%
62ORCLORACLE CORP COM$213.68-9.59%$83.2M0.28%+6,007+1.1%
63PEPPEPSICO INC COM$141.92-0.16%$78.5M0.26%+10,279+2.1%
64MCDMCDONALDS CORP COM$279.842.61%$77.7M0.26%+3,717+1.5%
65CPCANADIAN PACIFIC KANSAS CITY COM$89.930.48%$77.6M0.26%+52,195+5.6%
66INTCINTEL CORP COM$99.17-11.28%$77.0M0.26%+50,723+3.0%
67AVBAVALONBAY CMNTYS INC COM$189.720.28%$75.4M0.25%+63,499+15.9%
68UBSUBS GROUP AG SHS$47.01-1.38%$74.1M0.25%+95,684+5.2%
69VZVERIZON COMMUNICATIONS INC COM$45.371.11%$73.5M0.25%+32,706+2.3%
70SPGIS&P GLOBAL INC COM$424.441.03%$73.3M0.25%+141+0.1%
71ABTABBOTT LABORATORIES COM$91.070.32%$72.7M0.24%+59,196+9.1%
72IBMINTERNATIONAL BUSINESS MACHS COM$284.84-5.61%$72.3M0.24%4,000−1.3%
73TAT&T INC COM$22.75-0.09%$71.8M0.24%89,728−3.5%
74CCITIGROUP INC COM NEW$132.47-1.98%$71.6M0.24%HELD
75HYGISHARES TR IBOXX HI YD ETF$79.43-0.50%$71.1M0.24%304,830−25.4%
76EQREQUITY RESIDENTIAL SH BEN INT$68.190.43%$70.6M0.24%+135,939+12.8%
77NEENEXTERA ENERGY INC COM$85.840.19%$70.4M0.24%+1,074+0.1%
78MSMORGAN STANLEY COM NEW$211.93-2.90%$68.7M0.23%14,286−3.3%
79TMOTHERMO FISHER SCIENTIFIC INC COM$472.80-1.91%$67.8M0.23%+8,360+6.4%
80KLACKLA CORP COM NEW$1929.20-9.47%$66.9M0.22%1,224−2.6%
81ENBENBRIDGE INC COM$56.31-0.76%$66.4M0.22%HELD
82TXNTEXAS INSTRS INC COM$285.06-6.65%$66.3M0.22%8,803−2.5%
83GILDGILEAD SCIENCES INC COM$129.16-0.02%$65.8M0.22%16,829−3.4%
84TJXTJX COS INC NEW COM$160.711.31%$65.3M0.22%+6,963+1.7%
85AMGNAMGEN INC COM$349.581.15%$65.1M0.22%+11,467+6.6%
86SESEA LTD SPONSORD ADS$86.56-6.00%$61.9M0.21%+28,192+3.9%
87CRMSALESFORCE INC COM$185.66-1.64%$60.2M0.20%41,376−11.4%
88COPCONOCOPHILLIPS COM$117.14-1.75%$59.7M0.20%+1,717+0.4%
89DISDISNEY WALT CO COM$99.710.37%$59.2M0.20%11,045−1.8%
90AXPAMERICAN EXPRESS CO COM$310.66-0.60%$58.6M0.20%1,816−0.9%
91ADIANALOG DEVICES INC COM$401.39-6.38%$58.3M0.20%HELD
92AEMAGNICO EAGLE MINES LTD COM$163.66-7.41%$58.0M0.20%HELD
93BABOEING CO COM$215.45-0.91%$57.5M0.19%23,100−7.4%
94ISRGINTUITIVE SURGICAL INC COM NEW$422.060.77%$57.3M0.19%+15,178+13.9%
95CNICANADIAN NATL RY CO COM$120.380.74%$57.0M0.19%+17,148+3.2%
96ASMLASML HLDG NV N Y REGISTRY SHS$1641.74-6.59%$55.4M0.19%633−1.5%
97UBERUBER TECHNOLOGIES INC COM$70.71-2.08%$55.2M0.19%59,016−7.1%
98SCHWSCHWAB CHARLES CORP COM$88.840.95%$55.2M0.19%29,072−4.7%
99ESSESSEX PPTY TR INC COM$285.430.29%$54.7M0.18%+23,455+11.6%
100BMOBANK MONTREAL MEDIUM COM$164.37-0.51%$54.3M0.18%+2,800+0.7%
101EWMISHARES INC MSCI MLY ETF NEW$53.8M0.18%300,833−13.7%
102HONHONEYWELL INTL INC COM$53.6M0.18%+17,216+7.8%
103SPGSIMON PPTY GROUP INC NEW COM$52.6M0.18%+10,023+3.7%
104SUSUNCOR ENERGY INC NEW COM$52.4M0.18%+18,173+2.3%
105PGRPROGRESSIVE CORP COM$52.3M0.18%+20,000+8.2%
106APHAMPHENOL CORP CL A$51.9M0.17%8,074−1.9%
107ALCALCON AG ORD SHS$51.9M0.17%+224,224+46.8%
108THDISHARES INC MSCI THAILND ETF$51.4M0.17%99,471−11.8%
109UNPUNION PAC CORP COM$50.5M0.17%HELD
110DEDEERE & CO COM$50.4M0.17%+2,067+2.4%
111EPOLISHARES TR MSCI POLAND ETF$49.8M0.17%127,708−8.5%
112AZNASTRAZENECA PLC ORD ADDED$49.8M0.17%+256,980NEW
113CMCANADIAN IMPERIAL BANK OF CO COM$49.5M0.17%+1,600+0.3%
114AONAON PLC SHS CL A$49.5M0.17%+14,578+10.5%
115ACNACCENTURE PLC IRELAND SHS CLASS A$49.3M0.17%11,326−4.4%
116SHYGISHARES TR 0-5YR HI YL CP$49.2M0.17%+1,163,200NEW
117SCZISHARES TR EAFE SML CP ETF$49.1M0.16%33−0.0%
118BNBROOKFIELD CORP CL A LTD VT SH$49.0M0.16%HELD
119PFEPFIZER INC COM$48.0M0.16%55,873−3.2%
120BNSBANK NOVA SCOTIA B C COM$48.0M0.16%38−0.0%
121MDTMEDTRONIC PLC SHS$46.3M0.16%+88,324+19.8%
122LOWLOWES COS INC COM$46.1M0.15%+5,000+2.6%
123ANETARISTA NETWORKS INC COM SHS$45.8M0.15%+19,469+5.5%
124DHRDANAHER CORP DEL COM$45.0M0.15%+16,348+7.4%
125MAAMID-AMER APT CMNTYS INC COM$44.8M0.15%+41,677+12.8%
126MOALTRIA GROUP INC COM$44.7M0.15%33,598−4.7%
127COFCAPITAL ONE FINL CORP COM$44.4M0.15%+20,000+9.0%
128BKNGBOOKING HOLDINGS INC COM$44.3M0.15%729−6.5%
129LMTLOCKHEED MARTIN CORP COM$43.7M0.15%626−0.9%
130ETNEATON CORP PLC SHS$43.5M0.15%770−0.6%
131CBCHUBB LTD SWITZ COM$43.2M0.15%+2,913+2.2%
132CVSCVS HEALTH CORP COM$43.0M0.14%+133,820+28.8%
133WELLWELLTOWER INC COM$42.4M0.14%6,438−2.9%
134QCOMQUALCOMM INC COM$42.4M0.14%11,162−3.3%
135PANWPALO ALTO NETWORKS INC COM$42.0M0.14%+31,856+13.9%
136WCNWASTE CONNECTIONS INC COM$42.0M0.14%+13,257+5.4%
137PHPARKER-HANNIFIN CORP COM$41.9M0.14%563−1.2%
138INTUINTUIT COM$41.7M0.14%556−0.6%
139MCKMCKESSON CORP COM$41.1M0.14%+5,813+13.9%
140NEMNEWMONT CORP COM$41.0M0.14%40,883−9.7%
141EIDOISHARES TR MSCI INDONIA ETF$40.9M0.14%560,153−17.8%
142SYKSTRYKER CORPORATION COM$40.5M0.14%+20,446+19.9%
143UDRUDR INC COM$40.1M0.13%+123,573+11.6%
144JAAAJANUS DETROIT STR TR HENDRSON AAA CL$39.9M0.13%+693,046+693.0%
145BBARRICK MNG CORP COM SHS$39.5M0.13%20,538−2.1%
146BMYBRISTOL-MYERS SQUIBB CO COM$39.5M0.13%85,360−11.6%
147TTETOTALENERGIES SE ACT$39.3M0.13%+18,466+4.6%
148EOGEOG RES INC COM$39.0M0.13%+50,116+22.8%
149CMECME GROUP INC COM$38.8M0.13%+4,459+3.5%
150PSAPUBLIC STORAGE OPER CO COM$38.2M0.13%+7,393+5.5%
151CPTCAMDEN PPTY TR SH BEN INT$38.1M0.13%+38,237+10.9%
152BSXBOSTON SCIENTIFIC CORP COM$37.4M0.13%+120,009+25.2%
153GLWCORNING INC COM$37.3M0.13%+11,140+4.2%
154NOWSERVICENOW INC COM$37.3M0.13%26,750−7.0%
155CMCSACOMCAST CORP NEW CL A$36.8M0.12%+67,865+5.6%
156TRPTC ENERGY CORP COM$36.6M0.12%HELD
157VRTXVERTEX PHARMACEUTICALS INC COM$36.5M0.12%+1,295+1.6%
158CITHE CIGNA GROUP COM$36.3M0.12%+23,932+21.4%
159BXPBXP INC COM$36.1M0.12%+105,111+17.8%
160WMWASTE MGMT INC DEL COM$35.8M0.12%+17,688+12.8%
161SBUXSTARBUCKS CORP COM$35.5M0.12%7,614−1.9%
162DUKDUKE ENERGY CORP NEW COM NEW$35.4M0.12%HELD
163TMUST-MOBILE US INC COM$35.4M0.12%+19,535+13.1%
164CRWDCROWDSTRIKE HLDGS INC CL A$35.2M0.12%+13,322+17.3%
165SPOTSPOTIFY TECHNOLOGY S A SHS$35.1M0.12%46,500−39.1%
166ADBEADOBE INC COM$34.9M0.12%3,403−2.3%
167VRTVERTIV HOLDINGS CO COM CL A$34.2M0.11%+84,102+160.5%
168EQIXEQUINIX INC COM$33.8M0.11%HELD
169APPAPPLOVIN CORP COM CL A$33.8M0.11%9,902−10.4%
170SNDKSANDISK CORP COM$33.6M0.11%+3,297+6.7%
171WPMWHEATON PRECIOUS METALS CORP COM$33.6M0.11%HELD
172JCIJOHNSON CONTROLS INTERNATION SHS$33.3M0.11%47,460−15.7%
173MFCMANULIFE FINL CORP COM$33.0M0.11%62,557−6.1%
174JPSTJ P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF$32.9M0.11%+456,400+236.8%
175WDCWESTERN DIGITAL CORP COM$32.5M0.11%2,062−1.7%
176CMICUMMINS INC COM$32.3M0.11%+8,204+15.8%
177NOCNORTHROP GRUMMAN CORP COM$32.2M0.11%HELD
178BXBLACKSTONE INC COM$32.1M0.11%+4,739+1.7%
179REGNREGENERON PHARMACEUTICALS COM$32.0M0.11%+1,322+3.3%
180ORLYOREILLY AUTOMOTIVE INC COM$32.0M0.11%HELD
181HWMHOWMET AEROSPACE INC COM$31.7M0.11%HELD
182EMREMERSON ELEC CO COM$31.6M0.11%+26,325+12.2%
183TTTRANE TECHNOLOGIES PLC SHS$31.5M0.11%HELD
184SNPSSYNOPSYS INC COM$31.2M0.10%2,336−2.9%
185BKBANK NEW YORK MELLON CORP COM$31.0M0.10%1,121−0.4%
186AEPAMERICAN ELEC PWR CO INC COM$30.8M0.10%HELD
187TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS$30.8M0.10%+127,896+14.3%
188WMBWILLIAMS COS INC COM$30.7M0.10%72,400−14.6%
189ICEINTERCONTINENTAL EXCHANGE IN COM$30.6M0.10%HELD
190SLBSLB LIMITED COM STK$30.4M0.10%37,173−5.9%
191GDGENERAL DYNAMICS CORP COM$30.4M0.10%24,890−21.9%
192FDXFEDEX CORP COM$30.4M0.10%+16,586+24.1%
193CEGCONSTELLATION ENERGY CORP COM$30.2M0.10%+1,426+1.3%
194MMM3M CO COM$29.7M0.10%HELD
195SOSOUTHERN CO COM$29.6M0.10%HELD
196FCXFREEPORT MCMORAN INC CL B$29.5M0.10%HELD
197AMTAMERICAN TOWER CORP COM$29.3M0.10%HELD
198STXSEAGATE TECHNOLOGY HLDNGS PL ORD SHS$29.2M0.10%+1,520+2.1%
199CSXCSX CORP COM$28.8M0.10%+40,007+6.0%
200EWCISHARES INC MSCI CDA ETF$28.6M0.10%3,355−0.6%
201GMGENERAL MTRS CO COM$28.6M0.10%+6,843+1.8%
202PNCPNC FINL SVCS GROUP INC COM$28.5M0.10%13,200−8.8%
203QUREQUANTA SVCS INC COM$28.3M0.10%1,048−2.0%
204ADPAUTOMATIC DATA PROCESSING IN COM$27.9M0.09%2,687−1.9%
205EGPEASTGROUP PPTYS INC COM$27.4M0.09%+12,897+9.5%
206BKLNINVESCO EXCH TRADED FD TR II SR LN ETF$27.1M0.09%+1,325,602NEW
207CCJCAMECO CORP COM$26.9M0.09%4,766−1.9%
208FNVFRANCO NEV CORP COM$26.9M0.09%HELD
209LHXL3HARRIS TECHNOLOGIES INC COM$26.8M0.09%18,841−19.5%
210BDXBECTON DICKINSON & CO COM$26.7M0.09%+28,494+20.2%
211TRVTRAVELERS COMPANIES INC COM$26.5M0.09%+2,547+2.9%
212HCAHCA HEALTHCARE INC COM$26.4M0.09%+17,111+44.1%
213CDNSCADENCE DESIGN SYSTEM INC COM$26.3M0.09%+1,041+1.1%
214REGREGENCY CTRS CORP COM$26.2M0.09%+20,409+6.3%
215MRSHMARSH & MCLENNAN COS INC COM$26.1M0.09%HELD
216TDGTRANSDIGM GROUP INC COM$25.9M0.09%+4,406+24.6%
217SHWSHERWIN WILLIAMS CO COM$25.6M0.09%373−0.5%
218RCLROYAL CARIBBEAN GROUP COM$25.6M0.09%1,025−1.1%
219KIMKIMCO REALTY CORP COM$25.5M0.09%+146,550+14.8%
220EXREXTRA SPACE STORAGE INC COM$25.1M0.08%+9,307+5.1%
221MARMARRIOTT INTL INC NEW CL A$24.9M0.08%3,736−4.7%
222FALNISHARES TR FALN ANGLS USD$24.7M0.08%1,402,300−60.2%
223MSIMOTOROLA SOLUTIONS INC COM NEW$24.5M0.08%+21,375+60.8%
224TRGPTARGA RES CORP COM$24.2M0.08%+21,115+28.0%
225TGTTARGET CORP COM$24.1M0.08%+70,288+54.8%
226HLTHILTON WORLDWIDE HLDGS INC COM$23.8M0.08%+1,770+2.3%
227KMIKINDER MORGAN INC DEL COM$23.7M0.08%+33,365+5.0%
228ECLECOLAB INC COM$23.5M0.08%+32+0.0%
229WBDWARNER BROS DISCOVERY INC COM SER A$23.3M0.08%15,775−1.8%
230ITWILLINOIS TOOL WKS INC COM$23.2M0.08%HELD
231ECHISHARES INC MSCI CHILE ETF$23.2M0.08%122,409−17.4%
232ROSTROSS STORES INC COM$23.0M0.08%1,915−1.8%
233VLOVALERO ENERGY CORP COM$23.0M0.08%+6,916+8.0%
234ADSKAUTODESK INC COM$22.8M0.08%2,310−2.4%
235PSXPHILLIPS 66 COM$22.7M0.08%+39,961+47.2%
236MPCMARATHON PETE CORP COM$22.7M0.08%+29,585+46.7%
237MCOMOODYS CORP COM$22.3M0.08%5,282−9.4%
238CRHCRH PLC ORD$22.3M0.07%HELD
239DLRDIGITAL RLTY TR INC COM$22.3M0.07%HELD
240VNOVORNADO RLTY TR SH BEN INT$22.2M0.07%+159,990+23.0%
241ROKROCKWELL AUTOMATION INC COM$22.2M0.07%+9,999+19.3%
242ETRENTERGY CORP NEW COM$22.1M0.07%27,145−12.1%
243APDAIR PRODUCTS AND CHEMICALS I COM$22.0M0.07%+2,072+2.8%
244NKENIKE INC CL B$22.0M0.07%65,892−13.6%
245GREKGLOBAL X FDS MSCI GREECE ETF$22.0M0.07%75,843−18.1%
246NSCNORFOLK SOUTHN CORP COM$21.9M0.07%HELD
247REXRREXFORD INDL RLTY INC COM$21.9M0.07%+58,216+9.5%
248KGCKINROSS GOLD CORP COM$21.7M0.07%HELD
249CAHCARDINAL HEALTH INC COM$21.6M0.07%+14,339+16.3%
250USBUS BANCORP COM NEW$21.5M0.07%HELD
251FRFIRST INDL RLTY TR INC COM$21.5M0.07%+30,012+8.8%
252OREALTY INCOME CORP COM$21.5M0.07%+21,079+6.4%
253AJGGALLAGHER ARTHUR J & CO COM$21.0M0.07%12,688−11.6%
254KKRKKR & CO INC COM$20.8M0.07%+6,356+2.9%
255MDLZMONDELEZ INTL INC CL A$20.8M0.07%18,633−4.9%
256TELTE CONNECTIVITY PLC ORD SHS$20.8M0.07%5,356−5.1%
257NTRNUTRIEN LTD COM$20.6M0.07%+1,567+0.6%
258EXCEXELON CORP COM$20.6M0.07%104,800−20.0%
259FANGDIAMONDBACK ENERGY INC COM$20.3M0.07%+43,071+72.1%
260CVECENOVUS ENERGY INC COM$20.1M0.07%+13,343+1.8%
261SLFSUN LIFE FINANCIAL INC COM$20.0M0.07%3,158−1.0%
262ABNBAIRBNB INC COM CL A$19.6M0.07%+13,076+9.2%
263CTVACORTEVA INC COM$19.6M0.07%HELD
264DASHDOORDASH INC CL A$19.3M0.06%+108+0.1%
265MNSTMONSTER BEVERAGE CORP NEW COM$19.3M0.06%111,757−29.6%
266CIENCIENA CORP COM NEW$19.0M0.06%3,572−6.8%
267ALLALLSTATE CORP COM$18.8M0.06%HELD
268VTRVENTAS INC COM$18.8M0.06%+36,742+19.1%
269STAGSTAG INDUSTRIAL INC COM$18.7M0.06%+41,794+8.7%
270DDOMINION ENERGY INC COM$18.5M0.06%HELD
271KRKROGER CO COM$18.4M0.06%+299+0.1%
272AFLAFLAC INC COM$18.3M0.06%HELD
273WABWABTEC COM$18.2M0.06%+23,531+47.8%
274RACEFERRARI N V COM$18.1M0.06%68,673−55.8%
275AMEAMETEK INC COM$18.0M0.06%HELD
276DALDELTA AIR LINES INC COM NEW$18.0M0.06%91,452−25.3%
277FIXCOMFORT SYS USA INC COM$17.9M0.06%+551+4.4%
278KEYSKEYSIGHT TECHNOLOGIES INC COM$17.9M0.06%12,626−16.6%
279CLSCELESTICA INC COM$17.9M0.06%HELD
280HSYHERSHEY CO COM$17.7M0.06%3,831−4.3%
281FTNTFORTINET INC COM$17.7M0.06%+73,677+51.7%
282CLCOLGATE PALMOLIVE CO COM$17.7M0.06%+11,644+6.0%
283ZTSZOETIS INC CL A$17.6M0.06%4,620−3.0%
284APOAPOLLO GLOBAL MGMT INC COM$17.4M0.06%311−0.2%
285UPSUNITED PARCEL SVCS INC CL B$17.4M0.06%+51,764+41.4%
286MPWRMONOLITHIC PWR SYS INC COM$17.4M0.06%780−4.7%
287FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW$17.2M0.06%+9,486+6.2%
288DELLDELL TECHNOLOGIES INC CL C$17.1M0.06%+16,962+19.4%
289PCGPG&E CORP COM$17.0M0.06%+385,678+66.4%
290HIGHARTFORD INSURANCE GROUP INC COM$16.9M0.06%+3,995+3.3%
291AZOAUTOZONE INC COM$16.8M0.06%HELD
292CTASCINTAS CORP COM$16.8M0.06%HELD
293EBAYEBAY INC COM$16.7M0.06%14,598−7.4%
294XELXCEL ENERGY INC COM$16.3M0.05%10,173−4.7%
295DGDOLLAR GEN CORP COM$16.3M0.05%HELD
296URIUNITED RENTALS INC COM$16.3M0.05%HELD
297VSTVISTRA CORP COM$16.2M0.05%HELD
298TERTERADYNE INC COM$16.0M0.05%+1,488+2.8%
299SYYSYSCO CORP COM$15.9M0.05%+86,258+63.2%
300IJRISHARES TR CORE S&P SCP ETF$15.9M0.05%HELD
301NOKNOKIA CORP SPONSORED ADR$15.8M0.05%907,050−31.6%
302EPHEISHARES TR MSCI PHILIPS ETF$15.7M0.05%108,429−14.6%
303BRXBRIXMOR PPTY GROUP INC COM$15.7M0.05%+39,747+7.9%
304FTSFORTIS INC COM$15.6M0.05%+416+0.1%
305CMGCHIPOTLE MEXICAN GRILL INC COM$15.3M0.05%HELD
306CNPCENTERPOINT ENERGY INC COM$15.3M0.05%37,402−9.6%
307RSGREPUBLIC SVCS INC COM$15.1M0.05%+18,322+36.3%
308AIGAMERICAN INTL GROUP INC COM NEW$15.1M0.05%276−0.1%
309CVNACARVANA CO CL A$15.0M0.05%+999+2.1%
310CUZCOUSINS PPTYS INC COM NEW$15.0M0.05%+125,362+23.3%
311CBOECBOE GLOBAL MKTS INC COM$14.9M0.05%1,612−2.9%
312PYPLPAYPAL HLDGS INC COM$14.8M0.05%+45,842+16.3%
313NUENUCOR CORP COM$14.4M0.05%HELD
314CARRCARRIER GLOBAL CORPORATION COM$14.3M0.05%HELD
315ADMARCHER DANIELS MIDLAND CO COM$14.3M0.05%+16,414+9.1%
316AEEAMEREN CORP COM$14.2M0.05%4,895−3.6%
317EAELECTRONIC ARTS INC COM$14.2M0.05%HELD
318ACGLARCH CAP GROUP LTD ORD$14.2M0.05%HELD
319XLKSELECT SECTOR SPDR TR STATE STREET TEC$14.1M0.05%+106,453NEW
320FTITECHNIPFMC PLC COM$14.1M0.05%2,945−1.4%
321HALHALLIBURTON CO COM$14.1M0.05%97,564−21.2%
322NDAQNASDAQ INC COM$14.0M0.05%+15,011+10.0%
323PBAPEMBINA PIPELINE CORP COM$14.0M0.05%HELD
324PCARPACCAR INC COM$14.0M0.05%+11,633+10.6%
325CDPCOPT DEFENSE PROPERTIES SHS BEN INT$14.0M0.05%+85,198+23.0%
326CORCENCORA INC COM$13.9M0.05%+7,140+19.2%
327EQTEQT CORP COM$13.8M0.05%+60,000+38.3%
328AMPAMERIPRISE FINL INC COM$13.7M0.05%11,681−27.5%
329KRCKILROY REALTY CORP COM$13.6M0.05%+88,779+22.5%
330STTSTATE STR CORP COM$13.6M0.05%9,341−8.0%
331YUMYUM BRANDS INC COM$13.5M0.05%+3,498+4.2%
332ELVELEVANCE HEALTH INC FORMERLY COM$13.5M0.05%45,756−49.8%
333QSRRESTAURANT BRANDS INTL INC COM$13.4M0.05%+10,640+6.2%
334TECKTECK RESOURCES LTD CL B$13.4M0.04%+2,800+1.1%
335METMETLIFE INC COM$13.3M0.04%23,132−10.9%
336WDAYWORKDAY INC CL A$13.3M0.04%HELD
337ROPROPER TECHNOLOGIES INC COM$13.2M0.04%+1,030+2.8%
338BROBROWN & BROWN INC COM$13.2M0.04%HELD
339COINCOINBASE GLOBAL INC COM CL A$13.1M0.04%595−0.8%
340DDOGDATADOG INC CL A COM$13.1M0.04%HELD
341UALUNITED AIRLS HLDGS INC COM$13.1M0.04%29,579−17.3%
342WECWEC ENERGY GROUP INC COM$13.0M0.04%HELD
343NDSNNORDSON CORP COM$13.0M0.04%+27,158+125.3%
344FEFIRSTENERGY CORP COM$13.0M0.04%+43,460+20.5%
345NXPINXP SEMICONDUCTORS N V COM$12.9M0.04%7,912−10.8%
346FFORD MTR CO COM$12.9M0.04%+40,000+3.7%
347CBRECBRE GROUP INC CL A$12.8M0.04%36,006−27.6%
348SUNBSUNBELT RENTALS HOLDINGS INC SHS ADDED$12.8M0.04%+203,639NEW
349BCEBCE INC COM NEW$12.6M0.04%HELD
350SRESEMPRA COM$12.6M0.04%HELD
351MLMMARTIN MARIETTA MATLS INC COM$12.6M0.04%HELD
352BKRBAKER HUGHES COMPANY CL A$12.5M0.04%19,100−8.5%
353FITBFIFTH THIRD BANCORP COM$12.5M0.04%+23,324+9.5%
354TFCTRUIST FINL CORP COM$12.5M0.04%HELD
355MCHPMICROCHIP TECHNOLOGY INC COM$12.3M0.04%+267+0.1%
356VMCVULCAN MATLS CO COM$12.3M0.04%2,632−5.5%
357HOODROBINHOOD MKTS INC COM CL A$12.3M0.04%5,883−3.2%
358DVNDEVON ENERGY CORP NEW COM$12.1M0.04%4,539−1.9%
359IQVIQVIA HLDGS INC COM$11.9M0.04%22,297−24.2%
360OXYOCCIDENTAL PETE CORP COM$11.9M0.04%+80,104+77.5%
361NINISOURCE INC COM$11.9M0.04%51,787−16.9%
362IMOIMPERIAL OIL LTD COM NEW$11.9M0.04%+901+1.0%
363DLTRDOLLAR TREE INC COM$11.9M0.04%38,881−26.4%
364TTWOTAKE-TWO INTERACTIVE SOFTWAR COM$11.8M0.04%8,000−11.8%
365GRMNGARMIN LTD SHS$11.8M0.04%+6,301+14.1%
366MTBM & T BK CORP COM$11.8M0.04%HELD
367CMSCMS ENERGY CORP COM$11.5M0.04%+51,500+53.4%
368IRMIRON MTN INC DEL COM$11.5M0.04%+22,038+24.4%
369DOVDOVER CORP COM$11.4M0.04%22,063−28.7%
370XYZBLOCK INC CL A$11.4M0.04%+1,743+0.9%
371OKEONEOK INC NEW COM$11.3M0.04%125,801−50.1%
372LITELUMENTUM HLDGS INC COM$11.3M0.04%7,561−31.9%
373JJACOBS SOLUTIONS INC COM$11.3M0.04%+12,373+16.2%
374PHMPULTE GROUP INC COM$11.3M0.04%+5,000+5.5%
375ODFLOLD DOMINION FREIGHT LINE IN COM$11.3M0.04%+37,839+190.6%
376TPRTAPESTRY INC COM$11.3M0.04%HELD
377CASYCASEYS GEN STORES INC COM$11.2M0.04%HELD
378NRGNRG ENERGY INC COM NEW$11.2M0.04%14,270−15.7%
379ATOATMOS ENERGY CORP COM$11.1M0.04%HELD
380DOWDOW HLDGS INC COM$11.1M0.04%+22,183+9.1%
381PRUPRUDENTIAL FINL INC COM$11.1M0.04%17,160−13.2%
382WATWATERS CORP COM$11.0M0.04%+24,251+189.2%
383IBKRINTERACTIVE BROKERS GROUP IN COM CL A$11.0M0.04%22,178−12.0%
384FASTFASTENAL CO COM$10.9M0.04%37,328−13.7%
385NTRSNORTHERN TR CORP COM$10.9M0.04%+8,185+11.7%
386MSCIMSCI INC COM$10.9M0.04%HELD
387XLFSELECT SECTOR SPDR TR STATE STREET FIN$10.9M0.04%+220,076NEW
388UTHRUNITED THERAPEUTICS CORP DEL COM$10.8M0.04%1,000−5.2%
389PPLPPL CORP COM$10.7M0.04%HELD
390XYLXYLEM INC COM$10.7M0.04%51,627−36.5%
391HPEHEWLETT PACKARD ENTERPRISE C COM$10.6M0.04%HELD
392CHRWC H ROBINSON WORLDWIDE IN COM NEW$10.5M0.04%+1,140+1.8%
393CCICROWN CASTLE INC COM$10.4M0.04%HELD
394IDXXIDEXX LABS INC COM$10.4M0.04%+1,839+11.0%
395WTWWILLIS TOWERS WATSON PLC LTD SHS$10.4M0.03%HELD
396JBLJABIL INC COM$10.3M0.03%2,720−6.5%
397NVMINOVA LTD COM$10.3M0.03%1,150−4.6%
398CTSHCOGNIZANT TECHNOLOGY SOLUTIO CL A$10.2M0.03%+4,614+2.9%
399TUTELUS CORPORATION COM$10.1M0.03%HELD
400KMBKIMBERLY-CLARK CORP COM$10.1M0.03%HELD
401DTEDTE ENERGY CO COM$10.1M0.03%7,348−9.7%
402COHRCOHERENT CORP COM$10.0M0.03%15,555−27.0%
403FLEXFLEXTRONICS INTL LTD ORD$9.9M0.03%HELD
404GNRCGENERAC HLDGS INC COM$9.9M0.03%+37,325+283.0%
405ELLAUDER ESTEE COS INC CL A$9.9M0.03%+9,767+7.6%
406CWCURTISS WRIGHT CORP COM$9.8M0.03%HELD
407LLOEWS CORP COM$9.7M0.03%+13,847+18.1%
408BGBUNGE GLOBAL SA COM SHS$9.6M0.03%53,369−41.3%
409HIIHUNTINGTON INGALLS INDS INC COM$9.6M0.03%8,839−25.9%
410TDYTELEDYNE TECHNOLOGIES INC COM$9.6M0.03%2,510−13.7%
411LDOSLEIDOS HOLDINGS INC COM$9.5M0.03%44,942−42.3%
412TPLTEXAS PACIFIC LAND CORPORATI COM$9.5M0.03%+1,987+11.0%
413EWEDWARDS LIFESCIENCES CORP COM$9.5M0.03%HELD
414XPOXPO INC COM$9.5M0.03%+3,202+7.0%
415ULTAULTA BEAUTY INC COM$9.5M0.03%4,381−19.4%
416BIPBROOKFIELD INFRASTRUCTURE PA LP INT UNIT$9.4M0.03%HELD
417OMCOMNICOM GROUP INC COM$9.3M0.03%+28,790+30.2%
418EXEEXPAND ENERGY CORPORATION COM$9.2M0.03%+7,584+9.9%
419QQNITY ELECTRONICS INC COMMON STOCK$9.2M0.03%+14,216+21.6%
420RJFRAYMOND JAMES FINL INC COM$9.2M0.03%+133+0.2%
421BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS$9.1M0.03%+6,400+3.2%
422VICIVICI PPTYS INC COM$9.1M0.03%HELD
423EXPEEXPEDIA GROUP INC COM NEW$9.0M0.03%+1,714+4.6%
424ONON SEMICONDUCTOR CORP COM$9.0M0.03%+8,437+6.1%
425LOGILOGITECH INTL S A SHS$9.0M0.03%+3,091+3.2%
426EMAEMERA INC COM$9.0M0.03%HELD
427KDPKEURIG DR PEPPER INC COM$8.9M0.03%HELD
428STLDSTEEL DYNAMICS INC COM$8.8M0.03%+14,202+40.7%
429MGAMAGNA INTL INC COM$8.8M0.03%HELD
430FICOFAIR ISAAC CORP COM$8.7M0.03%+2,267+38.3%
431CCL1EURCARNIVAL CORP COMMON STOCK$8.6M0.03%79,538−19.3%
432IEFAISHARES TR CORE MSCI EAFE$8.6M0.03%HELD
433MTZMASTEC INC COM$8.5M0.03%HELD
434WWDWOODWARD INC COM$8.5M0.03%+677+2.9%
435CTRACOTERRA ENERGY INC COM$8.4M0.03%+70,055+41.1%
436CFGCITIZENS FINL GROUP INC COM$8.4M0.03%9,399−6.3%
437CRSCARPENTER TECHNOLOGY CORP COM$8.4M0.03%194−0.9%
438WYWEYERHAEUSER CO COM NEW$8.3M0.03%HELD
439GIBCGI INC CL A SUB VTG$8.3M0.03%1,348−1.2%
440ATIATI INC COM$8.3M0.03%3,612−6.0%
441RCIROGERS COMMUNICATIONS INC CL B$8.2M0.03%+4,724+2.3%
442ESLTELBIT SYS LTD ORD$8.1M0.03%HELD
443VRSNVERISIGN INC COM$8.1M0.03%+15,279+88.4%
444BURLBURLINGTON STORES INC COM$8.1M0.03%HELD
445FISVFISERV INC COM$8.1M0.03%HELD
446EDCONSOLIDATED EDISON INC COM$8.1M0.03%HELD
447RGLDROYAL GOLD INC COM$8.0M0.03%HELD
448USFDUS FOODS HLDG CORP COM$7.9M0.03%HELD
449RFREGIONS FINANCIAL CORP NEW COM$7.7M0.03%HELD
450NVTNVENT ELEC PLC SHS$7.7M0.03%HELD
451BWXTBWX TECHNOLOGIES INC COM$7.7M0.03%HELD
452DHID R HORTON INC COM$7.6M0.03%25,437−31.5%
453DDDUPONT DE NEMOURS INC COM$7.6M0.03%+25,993+18.6%
454ALBALBEMARLE CORP COM$7.5M0.03%HELD
455ROLROLLINS INC COM$7.5M0.03%27,864−16.6%
456NXTNEXTPOWER INC CLASS A COM$7.5M0.03%HELD
457COLOGLOBAL X FDS GLBX MSCI COLUM$7.4M0.02%5,765−3.0%
458WRBBERKLEY W R CORP COM$7.4M0.02%HELD
459BENFRANKLIN RESOURCES INC COM$7.4M0.02%+25,134+8.7%
460CFCF INDUSTRIES HOLD COM$7.3M0.02%+285+0.5%
461ILMNILLUMINA INC COM$7.3M0.02%HELD
462TWLOTWILIO INC CL A$7.3M0.02%HELD
463CPAYCORPAY INC COM SHS$7.3M0.02%6,745−21.2%
464OROR ROYALTIES INC COM SHS$7.3M0.02%7,210−3.6%
465RMDRESMED INC COM$7.3M0.02%+2,810+9.5%
466FSLRFIRST SOLAR INC COM$7.2M0.02%355−1.0%
467BIIBBIOGEN INC COM$7.2M0.02%32,202−45.1%
468FNFABRINET SHS$7.2M0.02%2,553−15.6%
469EMEEMCOR GROUP INC COM$7.2M0.02%HELD
470AXONAXON ENTERPRISE INC COM$7.1M0.02%+353+2.2%
471THCTENET HEALTHCARE CORP COM NEW$7.1M0.02%HELD
472LYBLYONDELLBASELL INDUSTRIES NV SHS - A -$6.9M0.02%13,096−13.3%
473ENTGENTEGRIS INC COM$6.9M0.02%HELD
474PEVERPURE INC CL A$6.9M0.02%2,672−2.2%
475RBARB GLOBAL INC COM$6.8M0.02%HELD
476EVRGEVERGY INC COM$6.8M0.02%25,578−23.6%
477ARESARES MANAGEMENT CORPORATION CL A COM STK$6.8M0.02%+19,580+46.2%
478MKSIMKS INC COM$6.7M0.02%HELD
479AAALCOA CORP COM$6.7M0.02%HELD
480PEGPUBLIC SVC ENTERPRISE GROUP COM$6.6M0.02%HELD
481LVSLAS VEGAS SANDS CORP COM$6.6M0.02%30,772−20.0%
482TRI4EURTHOMSON REUTERS CORP COM$6.6M0.02%HELD
483TYLTYLER TECHNOLOGIES INC COM$6.6M0.02%+14,753+332.6%
484RBCRBC BEARINGS INC COM$6.5M0.02%HELD
485FISFIDELITY NATL INFORMATION SV COM$6.5M0.02%HELD
486TSCOTRACTOR SUPPLY CO COM$6.5M0.02%HELD
487GEHCGE HEALTHCARE TECHNOLOGIES I COMMON STOCK$6.4M0.02%HELD
488LUVSOUTHWEST AIRLS CO COM$6.4M0.02%31,187−15.4%
489HUBBHUBBELL INC COM$6.4M0.02%HELD
490IFFINTERNATIONAL FLAVORS&FRAGRA COM$6.3M0.02%8,258−8.6%
491BALLBALL CORP COM$6.3M0.02%5,582−5.0%
492FFIVF5 INC COM$6.3M0.02%HELD
493DRIDARDEN RESTAURANTS INC COM$6.3M0.02%10,676−25.0%
494CINFCINCINNATI FINL CORP COM$6.3M0.02%HELD
495TLNTALEN ENERGY CORP COM$6.2M0.02%HELD
496FOXAFOX CORP CL A COM$6.2M0.02%729−0.7%
497LYVLIVE NATION ENTERTAINMENT IN COM$6.2M0.02%HELD
498IRINGERSOLL RAND INC COM$6.2M0.02%5,753−6.9%
499JLLJONES LANG LASALLE INC COM$6.2M0.02%+1,276+6.7%
500RSRELIANCE INC COM$6.2M0.02%HELD

Source: SEC EDGAR · accession 0001587973-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.