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Institutional

SummitTX Capital, L.P.

CIK 0002052310
$3.20B
Reported AUM
739
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · SummitTX Capital, L.P. · Q1 2026

AI · grounded in 13F

SummitTX Capital, L.P. closed its position in IVV, reducing exposure by $294.5M. The fund also exited positions in LLY for $37.5M and PYPL for $28.5M. On the buy side, the fund established new positions in CTRA for $28.3M and NVR for $27M. Additionally, it increased its holdings in WBD by 528.6%.

Portfolio · Q1 2026

SPY$483.6MQQQ$166.4MOther$2.13BSL

Top holdings· first 500 of 739

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$483.6M15.10%+330,993+80.2%
2QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$166.4M5.20%+120,788+72.1%
3WBDWARNER BROS DISCOVERY INC$26.24-2.81%167.21%-9.55%$46.0M1.44%+1,409,351+528.6%
4RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$45.0M1.40%65,120−21.7%
5ASMLASML HLDG NV$1641.74-6.59%119.73%124.14%$37.3M1.16%9,261−24.7%
6MKSIMKS INC.$301.65-8.65%242.13%100.28%$37.0M1.15%44,841−21.8%
7MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%22.27%45.31%$33.0M1.03%+15,617+41.2%
8GFFGRIFFON CORP$85.50-0.47%22.69%348.97%$30.2M0.94%+124,750+42.9%
9MTHMERITAGE HOMES CORP$68.330.21%9.58%33.35%$29.2M0.91%+65,540+16.1%
10CTRACOTERRA ENERGY INC$32.560.00%30.49%162.44%$28.3M0.88%+805,523NEW
11BLDTOPBUILD COR$398.88-0.73%35.23%98.24%$27.3M0.85%+27,700+55.4%
12NVRNVR INC$6182.550.09%-13.12%18.38%$27.0M0.84%+4,104NEW
13CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$27.0M0.84%+123,463+55.0%
14GEGE AEROSPACE$328.000.11%28.99%419.83%$25.6M0.80%+90,080NEW
15NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$25.1M0.78%+10,072+7.5%
16AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$24.0M0.75%6,269−5.2%
17KEXKIRBY CORP$143.711.89%25.74%143.57%$22.1M0.69%+166,254NEW
18AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$21.2M0.66%48,016−43.6%
19EAELECTRONIC ARTS INC$203.00-0.20%36.26%44.76%$20.4M0.64%+34,288+52.2%
20CWANCLEARWATER ANALYTICS HLDGS I$24.37-0.04%1.92%8.41%$20.2M0.63%+152,900+21.8%
21ETRENTERGY CORP NEW$110.741.34%38.25%157.05%$19.8M0.62%8,881−4.8%
22LNTALLIANT ENERGY CORP$72.63-0.33%24.26%46.44%$19.4M0.61%+107,251+65.6%
23TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$17.6M0.55%21,612−29.3%
24AEEAMEREN CORP$109.272.13%17.06%49.71%$17.3M0.54%+1,865+1.2%
25AEPAMERICAN ELEC PWR CO INC$129.141.06%30.89%75.55%$16.8M0.53%+42,182+48.9%
26430TERNS PHARMACEUTICALS INC$16.5M0.51%+96,327+44.6%
27FEFIRSTENERGY CORP$46.421.71%18.83%48.54%$16.4M0.51%+10,974+3.5%
28FNVFRANCO NEV CORP$218.74-7.31%31.34%42.76%$16.2M0.51%+59,035+909.9%
29XELXCEL ENERGY INC$79.041.63%19.02%34.82%$16.2M0.51%82,141−28.7%
30OCOWENS CORNING NEW$120.270.90%-9.74%35.51%$15.5M0.48%27,506−16.1%
31ORLYOREILLY AUTOMOTIVE INC$90.332.18%$15.3M0.48%+153,587+1215.8%
32NSCNORFOLK SOUTHN CORP$313.452.04%$15.2M0.48%29,571−35.8%
33VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$14.7M0.46%+5,408+5.4%
34XLFSELECT SECTOR SPDR TR$52.300.21%$14.4M0.45%+292,257NEW
35RYTMRHYTHM PHARMACEUTICALS INC$86.40-1.38%$14.4M0.45%+84,870+105.1%
36DOCHEALTHPEAK PROPERTIES INC$19.790.97%$13.9M0.43%330,476−28.1%
37JAZZJAZZ PHARMACEUTICALS PLC$238.57-0.62%$13.8M0.43%53,573−42.3%
38EPRTESSENTIAL PPTYS RLTY TR INC$30.272.02%$13.5M0.42%+60,993+15.9%
39CHHCHOICE HOTELS INTL INC$109.810.77%$13.0M0.40%+89,096+247.3%
40LMTLOCKHEED MARTIN CORP$523.760.91%$12.9M0.40%+21,421NEW
41PHPARKER-HANNIFIN CORP$882.341.16%$12.6M0.39%+10,098+252.9%
42CRHCRH PLC$105.06-1.42%$12.5M0.39%+14,191+13.6%
43PPLPPL CORP$35.760.06%$12.5M0.39%52,090−13.8%
44MATXMATSON INC$187.320.02%$11.9M0.37%+21,811+42.8%
45PRAXPRAXIS PRECISION MEDICINES I$254.00-4.06%$11.9M0.37%4,791−11.5%
46LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$11.7M0.36%+33,849NEW
47GLPIGAMING & LEISURE P$47.330.34%$11.7M0.36%+49,637+23.3%
48FBINFORTUNE BRANDS INNOVATIONS I$39.06-0.66%$11.5M0.36%+105,103+55.3%
49COGTCOGENT BIOSCIENCES INC$31.02-5.40%$11.3M0.35%+36,609+14.2%
50NINISOURCE INC$46.611.66%$11.2M0.35%+102,961+75.4%
51PHATPHATHOM PHARMACEUTICALS INC$10.06-0.69%$11.1M0.35%+478,065+92.3%
52NXPINXP SEMICONDUCTORS N V$303.752.63%$10.9M0.34%24,515−30.7%
53NOCNORTHROP GRUMMAN CORP$544.40-0.14%$10.9M0.34%+15,921NEW
54MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$10.7M0.34%4,327−14.9%
55RIORIO TINTO PLC$100.69-4.47%$10.5M0.33%+76,322+207.9%
56BKVBKV CORP$25.95-4.00%$10.5M0.33%+48,779+15.3%
57CNPCENTERPOINT ENERGY INC$42.21-1.12%$10.5M0.33%44,001−15.4%
58COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$10.4M0.32%21,320−67.2%
59CPRICAPRI HOLDINGS LIMITED$19.372.65%$10.0M0.31%+392,517+222.3%
60JBHTHUNT J B TRANS SVCS INC$284.950.58%$10.0M0.31%+47,115NEW
61TTTRANE TECHNOLOGIES PLC$456.84-1.49%$9.9M0.31%+23,761NEW
62WHWYNDHAM HOTELS & RESORTS INC$81.46-0.61%$9.9M0.31%+110,005+972.8%
63CBRECBRE GROUP INC$130.93-0.02%$9.8M0.31%+41,792+135.4%
64SKYWSKYWEST INC$84.451.32%$9.8M0.31%+30,173+39.5%
65AMHAMERICAN HOMES 4 RENT$33.07-0.60%$9.8M0.30%255,649−42.2%
66ETNEATON CORP PLC$395.94-5.42%$9.8M0.30%+27,299NEW
67BBARRICK MNG CORP$39.46-7.78%$9.7M0.30%241,202−50.3%
68FCXFREEPORT-MCMORAN INC$63.37-9.07%$9.7M0.30%37,103−18.4%
69INVHINVITATION HOMES INC$29.88-0.53%$9.5M0.30%+89,118+30.3%
70NESRNATIONAL ENERGY SERVICES REU$23.90-5.65%$9.5M0.30%43,565−9.0%
71CCJCAMECO CORP$103.44-9.28%$9.3M0.29%+46,211+117.7%
72INBXINHIBRX BIOSCIENCES INC$87.240.26%$9.3M0.29%+54,936+66.3%
73PENPENUMBRA INC$320.30-0.07%$9.2M0.29%+28,022NEW
74HALHALLIBURTON CO$40.032.17%$8.9M0.28%+96,497+73.8%
75KRGKITE REALTY GROUP TRUST$27.691.47%$8.7M0.27%+110,852+45.4%
76BLDRBUILDERS FIRSTSOURCE INC$73.64-1.79%$8.6M0.27%+104,847NEW
77HHYATT HOTELS CORP$193.062.08%$8.6M0.27%+42,785+250.1%
78TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$8.5M0.27%11,261−20.7%
79MTZMASTEC INC$363.89-2.89%$8.5M0.27%29,167−52.4%
80BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$8.5M0.26%+89,097+176.2%
81DNTHDIANTHUS THERAPEUTICS INC$80.51-4.30%$8.4M0.26%+12,118+13.8%
82TJXTJX COS INC NEW$160.711.31%$8.4M0.26%+52,309NEW
83VSTVISTRA CORP$148.76-3.21%$8.3M0.26%+25,573+86.1%
84CNTACENTESSA PHARMACEUTICALS PLC$39.620.01%$8.2M0.26%125,861−37.8%
85AESAES CORP$14.67-0.41%$8.2M0.26%+518,285+802.8%
86AIVAPARTMENT INVT & MGMT CO$3.03-0.98%$8.2M0.26%+1,178,504+141.7%
87STSENSATA TECHNOLOGIES HLDG PL$51.012.35%$8.2M0.26%+232,051NEW
88CSTMCONSTELLIUM SE$33.89-6.25%$8.1M0.25%358,331−52.0%
89SNDKSANDISK CORP$1559.32-11.39%$8.1M0.25%+12,753NEW
90FLEXFLEXTRONICS INTL LTD$152.240.21%$8.1M0.25%+1,318+1.1%
91ZYMEZYMEWORKS INC$24.04-4.22%$8.0M0.25%+97,159+43.3%
92CSXCSX CORP$46.991.64%$7.9M0.25%+192,435NEW
93AXGNAXOGEN INC$42.800.97%$7.8M0.24%+234,495NEW
94AZOAUTOZONE INC$3116.431.12%$7.8M0.24%+2,145+1411.2%
95ELLAUDER ESTEE COS INC$83.490.71%$7.6M0.24%+106,003NEW
96CLDXCELLDEX THERAPEUTICS INC NEW$28.770.54%$7.5M0.23%+193,313+446.2%
97IEIISHARES TR$116.73-0.38%$7.5M0.23%+188+0.3%
98ESRTEMPIRE ST RLTY TR INC$5.270.19%$7.5M0.23%+146,070+11.3%
99IEFISHARES TR$93.62-0.53%$7.4M0.23%+233+0.3%
100BVNCOMPANIA DE MINAS BUENAVENTU$30.330.23%$7.4M0.23%100,888−32.9%
101RHPRYMAN HOSPITALITY PPTYS INC$7.3M0.23%+79,454NEW
102AMEAMETEK INC$7.3M0.23%+13,877+68.6%
103RAREULTRAGENYX PHARMACEUTICAL IN$7.3M0.23%+347,760NEW
104XHCHERITAGE COMM CORP$7.2M0.23%+75,973+15.1%
105HSTHOST HOTELS & RESORTS INC$7.2M0.23%+377,690NEW
106PORPORTLAND GEN ELEC CO$7.2M0.22%+136,388NEW
107EVREVERCORE INC$7.2M0.22%+17,676+275.6%
108KNXKNIGHT-SWIFT TRANSN HLDGS IN$7.1M0.22%+123,383NEW
109KRCKILROY REALTY CORP$7.1M0.22%+186,457+291.3%
110VALEVALE S A$7.0M0.22%243,070−35.4%
111SAIASAIA INC$7.0M0.22%+219+1.1%
112KEYSKEYSIGHT TECHNOLOGIES INC$7.0M0.22%835−3.3%
113STLDSTEEL DYNAMICS INC$7.0M0.22%+21,516+124.7%
114RMBSRAMBUS INC DEL$6.9M0.22%16,698−17.1%
115EDCONSOLIDATED EDISON INC$6.9M0.21%+60,731NEW
116OROR ROYALTIES INC.$6.8M0.21%+179,129NEW
117VIAVVIAVI SOLUTIONS INC$6.8M0.21%+174,131+604.0%
118EMBJEMBRAER S.A.$6.8M0.21%+113,786NEW
119REGREGENCY CTRS CORP$6.7M0.21%26,423−22.9%
120BJBJS WHSL CLUB HLDGS INC$6.6M0.21%+67,196NEW
121KMBKIMBERLY-CLARK CORP$6.5M0.20%+58,459+629.9%
122CLCOLGATE PALMOLIVE CO$6.5M0.20%+76,563NEW
123RYZRYERSON HLDG CORP$6.5M0.20%+8,081+2.9%
124LINLINDE PLC$6.5M0.20%11,038−45.7%
125MCOMOODYS CORP$6.4M0.20%+13,360+980.9%
126INTUINTUIT$6.4M0.20%+14,843NEW
127SDASEALED AIR CORP NEW$6.3M0.20%+150,000NEW
128SUNCSUNOCOCORP LLC$6.2M0.19%+101,045NEW
129TTMITTM TECHNOLOGIES INC$6.2M0.19%+63,522NEW
130LBRDKLIBERTY BROADBAND CORP$6.1M0.19%+61,593+102.8%
131AKAMAKAMAI TECHNOLOGIES INC$6.1M0.19%+52,750NEW
132VIRTVIRTU FINL INC$6.0M0.19%+111,208+442.6%
133TMUST-MOBILE US INC$6.0M0.19%+28,483NEW
134OLNOLIN CORP$5.9M0.18%+197,018NEW
135LYVLIVE NATION ENTERTAINMENT IN$5.8M0.18%+38,148NEW
136WMTWALMART INC$5.8M0.18%212,038−82.0%
137DECKDECKERS OUTDOOR CORP$5.8M0.18%+57,613NEW
138LSTRLANDSTAR SYS INC$5.6M0.17%+7,935+29.5%
139TSCOTRACTOR SUPPLY CO$5.6M0.17%+122,861NEW
140LPLALPL FINL HLDGS INC$5.6M0.17%+18,466NEW
141VVISA INC$5.5M0.17%12,929−41.4%
142ALKSALKERMES PLC$5.5M0.17%+156,259NEW
143BBWIBATH & BODY WORKS INC$5.4M0.17%+291,104NEW
144IDYAIDEAYA BIOSCIENCES INC$5.4M0.17%+162,733NEW
145ULTAULTA BEAUTY INC$5.3M0.17%+10,228NEW
146ADIANALOG DEVICES INC$5.3M0.16%+16,576NEW
147MHOM/I HOMES INC$5.2M0.16%+6,816+19.1%
148HEIHEICO CORP NEW$5.2M0.16%16,036−45.9%
149APHAMPHENOL CORP$5.2M0.16%+41,014NEW
150FDXFEDEX CORP$5.1M0.16%23,884−62.3%
151BMRNBIOMARIN PHARMACEUTICAL INC$5.1M0.16%+51,180+129.7%
152ONTOONTO INNOVATION INC$5.1M0.16%71,787−74.3%
153ECVTECOVYST INC$5.0M0.16%+390,106NEW
154ESEESCO TECHNOLOGIES INC$4.8M0.15%+17,227NEW
155ITBISHARES TR$4.8M0.15%+53,378NEW
156MDLNMEDLINE INC$4.8M0.15%+107,413NEW
157DDOGDATADOG INC$4.8M0.15%+40,282NEW
158WDCWESTERN DIGITAL CORP$4.7M0.15%+17,557NEW
159INSWINTERNATIONAL SEAWAYS INC$4.7M0.15%+65,059NEW
160CPBTHE CAMPBELLS COMPANY$4.7M0.15%+26,305+14.2%
161JPMJPMORGAN CHASE & CO.$4.7M0.15%+15,938NEW
162PCGPG&E CORP$4.7M0.15%+265,657NEW
163GPCGENUINE PARTS CO$4.6M0.14%+18,115+72.6%
164LECOLINCOLN ELEC HLDGS INC$4.5M0.14%+4,916+37.0%
165WTSWATTS WATER TECHNOLOGIES INC$4.5M0.14%+8,093+108.6%
166METAMETA PLATFORMS INC$4.5M0.14%+5,544+237.4%
167GVAGRANITE CONSTR INC$4.5M0.14%1,371−3.5%
168IGVISHARES TR$4.5M0.14%+55,961NEW
169IBKRINTERACTIVE BROKERS GROUP IN$4.5M0.14%+60,439+992.1%
170SNASNAP ON INC$4.4M0.14%+12,240NEW
171ADPTADAPTIVE BIOTECHNOLOGIES COR$4.4M0.14%+317,624NEW
172WHRWHIRLPOOL CORP$4.4M0.14%+81,716NEW
173PCVXVAXCYTE INC$4.3M0.14%+59,973+403.3%
174TKRTIMKEN CO$4.3M0.13%+42,754NEW
175NVSTENVISTA HOLDINGS CORPORATION$4.3M0.13%+168,244NEW
176FORFORESTAR GROUP INC$4.3M0.13%+3,805+2.2%
177ACIALBERTSONS COS INC$4.3M0.13%+62,981+33.6%
178FLOFLOWERS FOODS INC$4.3M0.13%+113,438+27.8%
179HGVHILTON GRAND VACATIONS INC$4.2M0.13%+108,617NEW
180NRGNRG ENERGY INC$4.2M0.13%+24,546+580.6%
181WUWESTERN UN CO$4.2M0.13%+223,154+86.7%
182PAHCPHIBRO ANIMAL HEALTH CORP$4.2M0.13%+40,102+113.4%
183SLMSLM CORP$4.1M0.13%+148,673+344.0%
184BKHBLACK HILLS CORP$4.1M0.13%+13,385+29.2%
185SYYSYSCO CORP$4.1M0.13%59,642−50.9%
186MTARCELORMITTAL SA LUXEMBOURG$4.1M0.13%73,339−48.3%
187AEISADVANCED ENERGY INDS$4.0M0.13%+12,484NEW
188TPRTAPESTRY INC$4.0M0.13%+28,535NEW
189ALAIR LEASE CORP$4.0M0.13%18,200−22.8%
190SIRISIRIUSXM HOLDINGS INC$4.0M0.12%+19,275+12.5%
191EGPEASTGROUP PPTYS INC$4.0M0.12%+4,758+28.3%
192BIIBBIOGEN INC$4.0M0.12%+21,656NEW
193BCPCBALCHEM CORP$3.9M0.12%8,143−26.0%
194HOODROBINHOOD MKTS INC$3.9M0.12%+56,262NEW
195TAPMOLSON COORS BEVERAGE CO$3.9M0.12%+79,658+744.7%
196PBPROSPERITY BANCSHARES INC$3.9M0.12%+57,725NEW
197NUENUCOR CORP$3.9M0.12%+9,386+69.4%
198IEXIDEX CORP$3.8M0.12%+2,732+15.6%
199HPQHP INC$3.8M0.12%+198,018NEW
200IVTINVENTRUST PPTYS CORP$3.8M0.12%+13,302+11.9%
201TXRHTEXAS ROADHOUSE INC$3.8M0.12%+22,930NEW
202INSMINSMED INC$3.8M0.12%2,814−10.8%
203ICEINTERCONTINENTAL EXCHANGE IN$3.7M0.12%+18,870+388.7%
204DNNDENISON MINES CORP$3.7M0.12%+115,000+12.3%
205BSYBENTLEY SYS INC$3.7M0.11%+44,774+74.9%
206MSCIMSCI INC$3.7M0.11%+5,099+303.7%
207NPOENPRO INC$3.6M0.11%+11,135+341.5%
208PRUPRUDENTIAL FINL INC$3.6M0.11%+118+0.3%
209CMCSACOMCAST CORP NEW$3.6M0.11%156,056−55.7%
210DYNDYNE THERAPEUTICS INC$3.6M0.11%47,088−19.4%
211IDAIDACORP INC$3.5M0.11%+16,072+184.7%
212SUISUN CMNTYS INC$3.5M0.11%15,052−35.1%
213SWKSSKYWORKS SOLUTIONS INC$3.5M0.11%+45,295+230.6%
214PSAPUBLIC STORAGE OPER CO$3.4M0.11%+12,710NEW
215MLMMARTIN MARIETTA MATLS INC$3.4M0.11%19,148−76.8%
216RKTROCKET COS INC$3.4M0.11%22,013−8.5%
217CCCHEMOURS CO$3.4M0.11%+152,938NEW
218CENXCENTURY ALUM CO$3.3M0.10%+57,074NEW
219SWXSOUTHWEST GAS HLDGS INC$3.3M0.10%+3,265+9.3%
220SILASILA REALTY TRUST INC$3.3M0.10%+37,867+36.9%
221GRMNGARMIN LTD$3.3M0.10%+10,670+296.6%
222CYTKCYTOKINETICS INC$3.3M0.10%+49,711NEW
223NY4BCLEARWAY ENERGY INC$3.2M0.10%+82,939NEW
224SMTCSEMTECH CORP$3.2M0.10%82,506−66.2%
225BIRKBIRKENSTOCK HOLDING PLC$3.2M0.10%+82,989+1301.0%
226AMLXAMYLYX PHARMACEUTICALS INC$3.2M0.10%+8,611+3.9%
227EVRGEVERGY INC$3.1M0.10%121,701−76.1%
228CTOCTO RLTY GROWTH INC NEW$3.1M0.10%+60,506+56.5%
229NKTRNEKTAR THERAPEUTICS$3.1M0.10%+11,271+35.9%
230JHGJANUS HENDERSON GROUP PLC$3.1M0.10%+41,148+224.4%
231ALCALCON AG$3.0M0.09%+26,845+202.5%
232PGPROCTER & GAMBLE CO$3.0M0.09%34,770−62.6%
233ENPHENPHASE ENERGY INC$3.0M0.09%+78,424NEW
234LNCLINCOLN NATL CORP IND$3.0M0.09%+27,376+49.1%
235XLBSELECT SECTOR SPDR TR$2.9M0.09%+58,295NEW
236HOGHARLEY DAVIDSON INC$2.9M0.09%28,488−16.5%
237AXONAXON ENTERPRISE INC$2.9M0.09%+6,847NEW
238NETCLOUDFLARE INC$2.9M0.09%+14,085NEW
239FIVEFIVE BELOW INC$2.9M0.09%4,844−27.8%
240MCDMCDONALDS CORP$2.9M0.09%14,275−60.9%
241WCNWASTE CONNECTIONS INC$2.8M0.09%+17,533NEW
242FULFULLER H B CO$2.8M0.09%+46,089NEW
243BENFRANKLIN RESOURCES INC$2.8M0.09%78,446−39.5%
244URBNURBAN OUTFITTERS INC$2.8M0.09%+44,548NEW
245OZKBANK OZK LITTLE ROCK ARK$2.8M0.09%+60,870NEW
246AOSSMITH A O CORP$2.8M0.09%+6,172+17.1%
247CMSCMS ENERGY CORP$2.8M0.09%37,303−51.1%
248RLRALPH LAUREN CORP$2.8M0.09%+2,091+35.4%
249CGONCG ONCOLOGY INC$2.7M0.09%9,358−18.7%
250EWBCEAST WEST BANCORP INC$2.7M0.09%+25,679NEW
251DXCMDEXCOM INC$2.7M0.09%+40,006+1125.7%
252SIMOSILICON MOTION TECHNOLOGY CO$2.7M0.09%39,708−62.0%
253HDHOME DEPOT INC$2.7M0.09%62,663−88.3%
254ELVNENLIVEN THERAPEUTICS INC$2.7M0.08%+68,706NEW
255ABNBAIRBNB INC$2.6M0.08%+20,944NEW
256SPGIS&P GLOBAL INC$2.6M0.08%+6,184NEW
257KHCKRAFT HEINZ CO$2.6M0.08%183,887−61.5%
258AXSMAXSOME THERAPEUTICS INC$2.6M0.08%+15,304NEW
259IKTINHIBIKASE THERAPEUTICS INC$2.6M0.08%+1,524,536NEW
260EXEEXPAND ENERGY CORPORATION$2.6M0.08%+17,868+329.1%
261VSHVISHAY INTERTECHNOLOGY INC$2.6M0.08%+141,936NEW
262ESTAESTABLISHMENT LABS HLDGS INC$2.6M0.08%+10,356+30.0%
263SCHWSCHWAB CHARLES CORP$2.5M0.08%+26,841NEW
264MMM3M CO$2.5M0.08%26,021−60.0%
265MAZEMAZE THERAPEUTICS INC$2.5M0.08%+14,190+20.4%
266SMSM ENERGY COMPANY$2.5M0.08%369,013−82.3%
267APTVAPTIV PLC$2.5M0.08%+35,394NEW
268OTISOTIS WORLDWIDE CORP$2.4M0.08%+31,689NEW
269NOGNORTHERN OIL & GAS INC$2.4M0.08%26,508−24.3%
270GBXGREENBRIER COS INC$2.4M0.07%+45,262NEW
271CELCCELCUITY INC$2.4M0.07%+7,363+54.7%
272EPRXEUPRAXIA PHARMACEUTICALS INC$2.4M0.07%+152,049+86.4%
273FFIVF5 INC$2.4M0.07%+8,206NEW
274GOOGALPHABET INC$2.4M0.07%+4,168+102.0%
275HRBBLOCK H & R INC$2.4M0.07%+10,235+15.9%
276LRNSTRIDE INC$2.3M0.07%+9,087+51.8%
277RYAMRAYONIER ADVANCED MATLS INC$2.3M0.07%+211,487NEW
278CRSCARPENTER TECHNOLOGY CORP$2.3M0.07%11,621−66.2%
279BBIOBRIDGEBIO PHARMA INC$2.3M0.07%4,532−12.7%
280MTDRMATADOR RES CO$2.3M0.07%5,235−12.5%
281SPOTSPOTIFY TECHNOLOGY S A$2.3M0.07%+2,264+90.9%
282WENWENDYS CO$2.3M0.07%61,872−15.7%
283WSCWILLSCOT HLDGS CORP$2.3M0.07%+76,357+140.0%
284SLVMSYLVAMO CORP$2.3M0.07%+53,652NEW
285GMABGENMAB A/S$2.3M0.07%+84,354NEW
286AGNCAGNC INVT CORP$2.2M0.07%111,452−33.2%
287VMIVALMONT INDS INC$2.2M0.07%+2,717+95.8%
288REPLREPLIMUNE GROUP INC$2.2M0.07%+180,086+165.5%
289BWABORGWARNER INC$2.2M0.07%+39,636NEW
290USBUS BANCORP$2.1M0.07%19,720−32.6%
291PRPERMIAN RESOURCES CORP$2.1M0.07%+38,522+63.3%
292UNMUNUM GROUP$2.1M0.07%+28,914NEW
293LRCXLAM RESEARCH CORP$2.1M0.07%+9,800NEW
294APGAPI GROUP CORP$2.1M0.07%+51,620NEW
295XLCSELECT SECTOR SPDR TR$2.1M0.06%+18,735NEW
296EFXEQUIFAX INC$2.1M0.06%+11,469NEW
297CRCRANE COMPANY$2.0M0.06%+752+6.7%
298IMNMIMMUNOME INC$2.0M0.06%34,733−27.2%
299ZNGAZOOM COMMUNICATIONS INC$2.0M0.06%+18,410+273.3%
300AAUCALLIED GOLD CORP$2.0M0.06%+65,100NEW
301NOKNOKIA CORP$2.0M0.06%+168,688+219.4%
302APAAPA CORPORATION$2.0M0.06%43,189−48.1%
303WMT2WELLS FARGO & CO$2.0M0.06%+24,650NEW
304CIENCIENA CORP$2.0M0.06%+5,039NEW
305MUSAMURPHY USA INC$2.0M0.06%+3,958NEW
306HLIHOULIHAN LOKEY INC$2.0M0.06%+6,481+91.2%
307TAT&T INC$2.0M0.06%82,951−55.2%
308PLDPROLOGIS INC.$2.0M0.06%+14,756NEW
309PATHUIPATH INC$1.9M0.06%+175,465NEW
310XYZBLOCK INC$1.9M0.06%+31,792NEW
311AUANGLOGOLD ASHANTI PLC$1.9M0.06%18,523−48.5%
312SLNOSOLENO THERAPEUTICS INC$1.9M0.06%155,142−73.3%
313CATCATERPILLAR INC$1.9M0.06%+2,664NEW
314SFMSPROUTS FMRS MKT INC$1.9M0.06%+15,540+176.5%
315METMETLIFE INC$1.9M0.06%+26,224NEW
316CBRLCRACKER BARREL OLD CTRY STOR$1.8M0.06%42,128−39.1%
317SHOPSHOPIFY INC$1.8M0.06%+8,260+115.5%
318BKRBAKER HUGHES COMPANY$1.8M0.06%+29,555NEW
319SAROSTANDARDAERO INC$1.8M0.06%+68,903NEW
320ALLYALLY FINL INC$1.8M0.06%+14,698+48.0%
321MIDDMIDDLEBY CORP$1.8M0.06%+13,389NEW
322ELFE L F BEAUTY INC$1.8M0.06%+20,169+222.3%
323KBHKB HOME$1.8M0.06%+34,225NEW
324VLTOVERALTO CORP$1.8M0.06%+5,772+40.7%
325DDSDILLARDS INC$1.8M0.05%+218+7.6%
326AXPAMERICAN EXPRESS CO$1.7M0.05%+5,651NEW
327LRMRLARIMAR THERAPEUTICS INC$1.7M0.05%+379,765NEW
328HBANHUNTINGTON BANCSHARES INC$1.7M0.05%+108,732NEW
329WLKWESTLAKE CORPORATION$1.7M0.05%+14,335NEW
330PAGPENSKE AUTOMOTIVE GRP INC$1.7M0.05%+7,141+177.5%
331ONBOLD NATL BANCORP IND$1.7M0.05%7,191−8.8%
332FSKFS KKR CAP CORP$1.6M0.05%+162,066NEW
333QCOMQUALCOMM INC$1.6M0.05%+12,790NEW
334CSTLCASTLE BIOSCIENCES INC$1.6M0.05%+49,623+285.0%
335ALGNALIGN TECHNOLOGY INC$1.6M0.05%+9,507NEW
336THGHANOVER INS GROUP INC$1.6M0.05%1,658−15.0%
337CARAVIS BUDGET GROUP INC$1.6M0.05%3,188−22.2%
338LKQLKQ CORP$1.6M0.05%+17,327+45.5%
339CALMCAL MAINE FOODS INC$1.6M0.05%+4,599+29.1%
340MGMMGM RESORTS INTERNATIONAL$1.6M0.05%+43,588NEW
341CACICACI INTL INC$1.6M0.05%+2,157+282.7%
342CDWCDW CORP$1.6M0.05%+134+1.0%
343LYBLYONDELLBASELL INDUSTRIES NV$1.6M0.05%+19,625NEW
344SHLSSHOALS TECHNOLOGIES GROUP IN$1.6M0.05%+239,142NEW
345MCHPMICROCHIP TECHNOLOGY INC.$1.6M0.05%158,822−86.7%
346WDAYWORKDAY INC$1.6M0.05%+11,948NEW
347SNDXSYNDAX PHARMACEUTICALS INC$1.5M0.05%+27,213+69.6%
348MATMATTEL INC$1.5M0.05%+106,402NEW
349GDGENERAL DYNAMICS CORP$1.5M0.05%+4,481NEW
350MOSMOSAIC CO$1.5M0.05%+34,041+131.8%
351UPSTUPSTART HLDGS INC$1.5M0.05%25,720−30.2%
352XENEXENON PHARMACEUTICALS INC$1.5M0.05%+26,186NEW
353RACEFERRARI N V$1.5M0.05%3,235−42.1%
354MTBM & T BK CORP$1.5M0.05%+7,270NEW
355OKEONEOK INC NEW$1.5M0.05%+16,607NEW
356CAMPCAMP4 THERAPEUTICS CORP$1.5M0.05%+339,521NEW
357TRIPTRIPADVISOR INC$1.5M0.05%+120,303+619.9%
358PFGPRINCIPAL FINANCIAL GROUP IN$1.5M0.05%43,627−72.5%
359IMTXIMMATICS N.V$1.5M0.05%+54,328+56.1%
360CRICARTERS INC$1.5M0.05%+16,687+68.2%
361PCTYPAYLOCITY HLDG CORP$1.4M0.04%+13,257NEW
362APLDAPPLIED DIGITAL CORP$1.4M0.04%+30,220+100.7%
363DISDISNEY WALT CO$1.4M0.04%+14,816NEW
364NENOBLE CORP PLC$1.4M0.04%+29,067NEW
365YUMYUM BRANDS INC$1.4M0.04%+9,158NEW
366HDBHDFC BANK LTD$1.4M0.04%+56,972NEW
367AJGGALLAGHER ARTHUR J & CO$1.4M0.04%+6,493NEW
368TNLTRAVEL PLUS LEISURE CO$1.4M0.04%+20,235NEW
369RHIROBERT HALF INC.$1.4M0.04%1,018−1.8%
370AIGAMERICAN INTL GROUP INC$1.4M0.04%+7,634+70.0%
371WTWISDOMTREE INC$1.4M0.04%204,294−68.1%
372PNCPNC FINL SVCS GROUP INC$1.4M0.04%+267+4.2%
373BBTBEACON FINANCIAL CORP.$1.4M0.04%+1,564+3.6%
374IBOCINTERNATIONAL BANCSHARES COR$1.4M0.04%+20,257NEW
375UDRUDR INC$1.4M0.04%205,744−83.7%
376RBCRBC BEARINGS INC$1.4M0.04%5,880−70.2%
377ATRAPTARGROUP INC$1.3M0.04%+10,688NEW
378IAGIAMGOLD CORP$1.3M0.04%+58,882+497.2%
379AVRANTERIS TECHNOLOGIES GLOBAL$1.3M0.04%+238,947NEW
380BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.04%+8,153NEW
381REGNREGENERON PHARMACEUTICALS$1.3M0.04%+1,713NEW
382VREVERIS RESIDENTIAL INC$1.3M0.04%+69,900NEW
383XRTSPDR SERIES TRUST$1.3M0.04%+16,381NEW
384GOGROCERY OUTLET HLDG CORP$1.3M0.04%63,093−25.5%
385PVHPVH CORPORATION$1.3M0.04%18,663−50.5%
386DTEDTE ENERGY CO$1.3M0.04%+8,726NEW
387FHNFIRST HORIZON CORPORATION$1.3M0.04%17,933−24.3%
388REXRREXFORD INDL RLTY INC$1.3M0.04%+38,730NEW
389LULULULULEMON ATHLETICA INC$1.3M0.04%17,641−68.2%
390CUZCOUSINS PPTYS INC$1.3M0.04%172,814−75.6%
391TDGTRANSDIGM GROUP INC$1.3M0.04%+731+208.9%
392INFYINFOSYS LTD$1.2M0.04%+68,276+282.1%
393MASIMASIMO CORP$1.2M0.04%+5,397+336.7%
394IPINTERNATIONAL PAPER CO$1.2M0.04%12,079−26.0%
395RPMRPM INTL INC$1.2M0.04%+10,144+486.1%
396PRMBPRIMO BRANDS CORPORATION$1.2M0.04%+40,019+164.0%
397CNACNA FINL CORP$1.2M0.04%+26,218NEW
398DUOLDUOLINGO INC$1.2M0.04%+9,024+286.6%
399ALNYALNYLAM PHARMACEUTICALS INC$1.2M0.04%+146+4.2%
400AVAVAEROVIRONMENT INC$1.2M0.04%+2,845+77.6%
401PAYCPAYCOM SOFTWARE INC$1.2M0.04%+9,790NEW
402JEFJEFFERIES FINANCIAL GROUP IN$1.2M0.04%+28,767NEW
403DOCUDOCUSIGN INC$1.2M0.04%+24,921NEW
404GPKGRAPHIC PACKAGING HLDG CO$1.2M0.04%10,674−8.2%
405BULLWEBULL CORP$1.2M0.04%+136,716+126.0%
406AXTIAXT INC$1.2M0.04%+6,528+46.7%
407CXTCRANE NXT CO$1.2M0.04%12,231−30.1%
408RITMRITHM CAPITAL CORP$1.1M0.04%+56,715+88.8%
409SLGNSILGAN HLDGS INC$1.1M0.04%18,699−38.9%
410OWLBLUE OWL CAPITAL INC$1.1M0.04%+77,263+162.3%
411OXYOCCIDENTAL PETE CORP$1.1M0.04%+9,021+106.3%
412SEISOLARIS ENERGY INFRAS INC$1.1M0.04%+6,942+53.0%
413HO1HOLOGIC INC$1.1M0.04%+14,976NEW
414JOBYJOBY AVIATION INC$1.1M0.04%+136,399NEW
415PRGPROG HOLDINGS INC$1.1M0.03%+23,922+162.3%
416LEUCENTRUS ENERGY CORP$1.1M0.03%+6,386NEW
417QUREQUANTA SVCS INC$1.1M0.03%+2,019NEW
418LADLITHIA MTRS INC$1.1M0.03%+3,212+263.7%
419ALGSALIGOS THERAPEUTICS INC$1.1M0.03%+9,375+6.7%
420PECOPHILLIPS EDISON & CO INC$1.1M0.03%+29,490NEW
421TROWPRICE T ROWE GROUP INC$1.1M0.03%26,175−68.2%
422FCNCAFIRST CTZNS BANCSHARES INC D$1.1M0.03%+581NEW
423KEYKEYCORP$1.1M0.03%+54,604NEW
424KDPKEURIG DR PEPPER INC$1.1M0.03%+2,163+5.5%
425AAGILENT TECHNOLOGIES INC$1.1M0.03%13,466−58.6%
426ADSKAUTODESK INC$1.1M0.03%+958+26.8%
427ADBEADOBE INC$1.1M0.03%+775+21.4%
428AGFIRST MAJESTIC SILVER CORP$1.1M0.03%+31,173+167.3%
429VALVALARIS LTD$1.1M0.03%+10,883NEW
430COLDAMERICOLD REALTY TRUST INC$1.1M0.03%+92,950NEW
431CHRDCHORD ENERGY CORPORATION$1.1M0.03%+7,448NEW
432VITLVITAL FARMS INC$1.0M0.03%+74,081NEW
433STWDSTARWOOD PPTY TR INC$1.0M0.03%158,541−72.3%
434OKTAOKTA INC$1.0M0.03%+13,197NEW
435KBESPDR SERIES TRUST$1.0M0.03%+17,423NEW
436ALLEALLEGION PLC$1.0M0.03%3,236−31.3%
437XESSPDR SERIES TRUST$1.0M0.03%+8,877NEW
438KSAISHARES TR$1.0M0.03%+12,700+97.7%
439RVTYREVVITY INC$1.0M0.03%+11,512NEW
440ELVELEVANCE HEALTH INC FORMERLY$1.0M0.03%76,058−95.7%
441PDDPDD HOLDINGS INC$1.0M0.03%+5,314+117.4%
442ERIEERIE INDTY CO$1.0M0.03%+2,643+195.3%
443POSTPOST HLDGS INC$981K0.03%+5,736+136.9%
444KTBKONTOOR BRANDS INC$977K0.03%+4,129+42.2%
445LOARLOAR HOLDINGS INC$974K0.03%+17,007NEW
446IDCCINTERDIGITAL INC$973K0.03%439−12.0%
447GRPNGROUPON INC$968K0.03%+66,088+432.6%
448RYANRYAN SPECIALTY HOLDINGS INC$968K0.03%+23,388+441.2%
449SMCISUPER MICRO COMPUTER INC$967K0.03%30,212−41.6%
450BWINTHE BALDWIN INSURANCE GRP IN$946K0.03%+43,124NEW
451GFSGLOBALFOUNDRIES INC$930K0.03%+20,904NEW
452RDNRADIAN GROUP INC$924K0.03%+21,812+356.4%
453MAAMID-AMER APT CMNTYS INC$921K0.03%+7,539NEW
454SHOSUNSTONE HOTEL INVS INC NEW$911K0.03%+101,118NEW
455DOVDOVER CORP$910K0.03%+4,367NEW
456UGIUGI CORP NEW$909K0.03%+24,965NEW
457MDBMONGODB INC$907K0.03%+1,402+60.9%
458NPNEPTUNE INS HLDGS INC$898K0.03%+37,140NEW
459FLGFLAGSTAR BANK NATIONAL ASSOC$891K0.03%+67,658NEW
460FANGDIAMONDBACK ENERGY INC$890K0.03%+4,502NEW
461BAXBAXTER INTL INC$886K0.03%+30,463+136.8%
462IRONDISC MEDICINE INC$884K0.03%+13,820NEW
463TPCTUTOR PERINI CORP$883K0.03%+11,445NEW
464LITELUMENTUM HLDGS INC$882K0.03%+1,255NEW
465HRLHORMEL FOODS CORP$880K0.03%1,458−3.6%
466HALOHALOZYME THERAPEUTICS INC$876K0.03%+13,550NEW
467COHRCOHERENT CORP$876K0.03%88,271−96.0%
468TPGTPG INC$874K0.03%+1,748+8.8%
469GISGENERAL MILLS INC$861K0.03%+16,633+255.8%
470NXENEXGEN ENERGY LTD$861K0.03%557,010−88.2%
471FIBKFIRST INTST BANCSYSTEM INC$854K0.03%+25,576NEW
472AVBAVALONBAY CMNTYS INC$851K0.03%+5,207NEW
473CCITIGROUP INC$849K0.03%1,334−15.1%
474ZZILLOW GROUP INC$848K0.03%+14,227+226.9%
475BTDRBITDEER TECHNOLOGIES GROUP$847K0.03%+79,788+440.3%
476DBXDROPBOX INC$844K0.03%27,411−42.5%
477ONONON HLDG AG$844K0.03%18,606−42.9%
478XPHSPDR SERIES TRUST$843K0.03%+15,577NEW
479ARXACCELERANT HOLDINGS$842K0.03%+6,219+11.0%
480HUMHUMANA INC$834K0.03%+4,809NEW
481PHVSPHARVARIS N V$824K0.03%+6,325+27.7%
482APLSUSDAPELLIS PHARMACEUTICALS INC$819K0.03%+20,351NEW
483VERAVERA THERAPEUTICS INC$814K0.03%+20,244NEW
484PFEPFIZER INC$807K0.03%+28,722NEW
485OXMOXFORD INDS INC$796K0.02%+12,227+144.9%
486AAOIAPPLIED OPTOELECTRONICS INC$796K0.02%+2,115+29.0%
487KLARKLARNA GROUP PLC$787K0.02%+60,138NEW
488TFCTRUIST FINL CORP$774K0.02%+11,634+223.7%
489BRKRBRUKER CORP$768K0.02%+21,270NEW
490CTASCINTAS CORP$766K0.02%3,566−44.1%
491KAIKADANT INC$765K0.02%+282+12.1%
492PRGOPERRIGO CO PLC$756K0.02%64,883−48.0%
493HIIHUNTINGTON INGALLS INDS INC$754K0.02%+1,984NEW
494GOOGLALPHABET INC$753K0.02%27,599−91.3%
495GLGLOBE LIFE INC$751K0.02%14,180−72.4%
496PZZAPAPA JOHNS INTL INC$747K0.02%+7,648+49.6%
497USLMUNITED STS LIME & MINERALS I$743K0.02%+5,686NEW
498TMTOYOTA MOTOR CORP$742K0.02%+1,515+72.6%
499CAKECHEESECAKE FACTORY INC$740K0.02%67,465−83.3%
500RCUSARCUS BIOSCIENCES INC$739K0.02%+5,076+17.4%

Source: SEC EDGAR · accession 0000905148-26-002402. 13F discloses long positions only — shorts, foreign equities, and options are excluded.