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TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

CIK 0002071170
$297.7M
Reported AUM
687
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA · Q1 2026

AI · grounded in 13F

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA significantly increased its stake in WST by 5,642.86%. The fund also accumulated shares in CVX and NOW, while establishing a new position in AZN worth $1,290,921. These additions occurred alongside a reduction in holdings for NKE, AXON, and META.

Portfolio · Q1 2026

NVDA$49.2MCVX$22.3MMSFT$16.8MAAPLONONAMZNMETAOther$150.5MTS

Top holdings· first 500 of 687

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%$49.2M16.52%+4,380+1.6%
2CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$22.3M7.49%+100,940+1466.3%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$16.8M5.64%36,271−44.4%
4AAPLAPPLE INC$307.34-1.25%51.31%116.17%$10.2M3.41%4,312−9.7%
5ONONON HLDG AG$37.08-1.04%-34.44%8.55%$9.5M3.20%146,574−34.3%
6AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$6.6M2.22%42,322−57.1%
7METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$6.0M2.00%19,844−65.6%
8AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$5.6M1.88%+1,225+7.3%
9GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$4.7M1.59%23,916−59.3%
10NEMNEWMONT CORP$99.71-7.96%92.46%83.49%$4.7M1.58%6,000−12.1%
11LLYELI LILLY & CO$1131.420.55%48.00%387.10%$4.0M1.33%+235+5.8%
12AEMAGNICO EAGLE MINES LTD$163.66-7.41%40.03%184.98%$3.9M1.30%3,135−14.1%
13CCJCAMECO CORP$103.44-9.28%71.53%488.33%$3.7M1.25%16,341−32.2%
14XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$3.3M1.10%+4,190+27.6%
15AXONAXON ENTERPRISE INC$486.12-5.28%-38.61%161.33%$2.9M0.98%17,525−71.9%
16ISRGINTUITIVE SURGICAL INC$422.060.77%-24.24%27.71%$2.8M0.93%429−6.7%
17BBARRICK MNG CORP$39.46-7.78%103.64%108.72%$2.5M0.84%7,904−11.5%
18JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$2.4M0.81%2,132−17.8%
19CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$2.3M0.79%20,112−61.5%
20GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$2.2M0.73%+1,352+119.1%
21MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$2.2M0.72%57−0.9%
22NOWSERVICENOW INC$112.45-5.79%-45.42%-4.36%$2.1M0.71%+15,284+319.1%
23WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%31.44%165.71%$2.1M0.70%1,737−9.8%
24NETCLOUDFLARE INC$250.11-6.90%39.21%110.83%$1.9M0.64%+131+1.4%
25ABBVABBVIE INC$227.231.02%23.60%135.68%$1.9M0.63%+842+10.8%
26CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%43.25%164.59%$1.9M0.63%50−1.0%
27TSLATESLA INC$391.00-6.56%32.48%70.69%$1.7M0.57%375−7.7%
28UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$1.6M0.55%665−10.0%
29MRKMERCK & CO INC$120.790.44%58.51%82.35%$1.6M0.53%+1,955+17.5%
30GOOGALPHABET INC$365.76-0.95%109.82%172.71%$1.5M0.52%640−10.7%
31JPMJPMORGAN CHASE & CO$312.370.48%$1.5M0.52%+534+11.4%
32FSLRFIRST SOLAR INC$279.01-11.41%$1.5M0.50%2,660−25.9%
33AUANGLOGOLD ASHANTI PLC$84.12-8.73%$1.5M0.50%+1,050+7.4%
34TJXTJX COS INC NEW$160.711.31%$1.4M0.48%48,232−84.3%
35WMTWALMART INC$118.880.97%$1.4M0.47%550−4.6%
36CSCOCISCO SYS INC$121.64-6.43%$1.4M0.46%4,636−20.8%
37DXCMDEXCOM INC$72.860.37%$1.4M0.46%8,275−27.6%
38ASAMER SPORTS INC$34.10-1.13%$1.3M0.45%+20,550+100.5%
39KGCKINROSS GOLD CORP$26.22-8.32%$1.3M0.45%6,900−13.5%
40PANWPALO ALTO NETWORKS INC$272.05-2.58%$1.3M0.44%+2,112+34.7%
41AZNASTRAZENECA PLC$185.952.28%$1.3M0.43%+6,651NEW
42VVISA INC$323.571.06%$1.3M0.42%+30+0.7%
43GFIGOLD FIELDS LTD$36.62-6.39%$1.3M0.42%+400+1.5%
44MAMASTERCARD INCORPORATED$491.081.93%$1.1M0.37%73−3.2%
45BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.36%+520+30.8%
46NFLXNETFLIX INC.$82.180.76%$1.0M0.34%1,493−12.5%
47WSTWEST PHARMACEUTICAL SVSC INC$314.50-0.89%$1.0M0.34%+3,950+5642.9%
48AMDADVANCED MICRO DEVICES INC$466.38-10.86%$995K0.33%410−7.7%
49PAASPAN AMERN SILVER CORP$47.58-10.31%$985K0.33%2,450−12.0%
50LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$977K0.33%105−3.6%
51AGIALAMOS GOLD INC$35.52-8.00%$897K0.30%4,100−16.9%
52CDECOEUR MNG INC$16.37-11.42%$892K0.30%+7,533+18.8%
53PLPLANET LABS PBC$32.22-25.98%$879K0.30%+2,769+9.7%
54TTETOTALENERGIES SE$88.71-1.62%$863K0.29%+2,790+42.9%
55ZSZSCALER INC$130.78-3.31%$812K0.27%+80+1.4%
56BACBANK AMERICA CORP$53.83-0.63%$785K0.26%1,590−9.0%
57WELLWELLTOWER INC$206.933.03%$781K0.26%+400+11.3%
58GEGE AEROSPACE$328.000.11%$780K0.26%155−5.3%
59IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$766K0.26%325−9.3%
60COPCONOCOPHILLIPS$117.14-1.75%$751K0.25%+1,270+28.7%
61OIIOCEANEERING INTL INC$37.15-6.61%$745K0.25%+21,000NEW
62HXLHEXCEL CORP NEW$89.16-0.46%$732K0.25%+9,050NEW
63KOCOCA COLA CO$79.483.46%$732K0.25%+1,334+16.1%
64MCHIISHARES TR$54.44-2.31%$729K0.24%+12,980NEW
65GILDGILEAD SCIENCES INC$129.16-0.02%$712K0.24%939−15.5%
66COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$704K0.24%+167+30.9%
67CCITIGROUP INC$132.47-1.98%$704K0.24%+1,645+36.0%
68TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$694K0.23%301−17.6%
69PLDPROLOGIS INC.$144.540.52%$693K0.23%+380+7.8%
70AMGNAMGEN INC$349.581.15%$678K0.23%335−14.8%
71ABTABBOTT LABORATORIES$91.070.32%$676K0.23%1,275−16.2%
72PGPROCTER & GAMBLE CO$146.544.09%$666K0.22%240−4.9%
73ADBEADOBE INC$251.44-2.70%$665K0.22%85−3.0%
74UBERUBER TECHNOLOGIES INC$70.71-2.08%$647K0.22%250−2.7%
75BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$631K0.21%1,254−11.1%
76GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$625K0.21%+74+11.1%
77RTXRTX CORPORATION$180.990.88%$610K0.20%220−6.5%
78WMT2WELLS FARGO & CO$603K0.20%670−8.1%
79SGOLETFS GOLD TR$41.12-3.61%$600K0.20%+6,000+80.5%
80BABAALIBABA GROUP HLDG LTD$121.06-3.88%$596K0.20%HELD
81IAUMISHARES GOLD TR$43.02-3.63%$581K0.20%+5,450+77.9%
82OUNZVANECK MERK GOLD ETF$41.51-3.64%$581K0.20%+6,700+108.1%
83CATCATERPILLAR INC$904.28-3.85%$581K0.20%+230+39.0%
84PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$576K0.19%560−12.4%
85NEENEXTERA ENERGY INC$85.840.19%$576K0.19%+150+2.5%
86FTNTFORTINET INC$144.68-3.33%$567K0.19%+50+0.7%
87SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$564K0.19%+60+5.4%
88DISDISNEY WALT CO$99.710.37%$560K0.19%HELD
89LMTLOCKHEED MARTIN CORP$523.760.91%$559K0.19%30−3.1%
90EQIXEQUINIX INC$1080.95-0.75%$549K0.18%+70+14.3%
91NKENIKE INC$42.98-1.47%$546K0.18%210,540−95.3%
92USARUSA RARE EARTH INC$22.47-17.08%$528K0.18%+34,873NEW
93HONHONEYWELL INTL INC$213.97-1.69%$527K0.18%+20+0.9%
94IAGIAMGOLD CORP$15.42-10.30%$525K0.18%9,000−24.3%
95MSMORGAN STANLEY$211.93-2.90%$518K0.17%+355+12.7%
96BABOEING CO$215.45-0.91%$517K0.17%+100+4.0%
97HMYHARMONY GOLD MNG LTD$15.71-9.24%$516K0.17%+3,000+9.8%
98DHRDANAHER CORP DEL$184.30-1.25%$514K0.17%1,125−29.3%
99TTWOTAKE-TWO INTERACTIVE SOFTWAR$214.39-1.04%$514K0.17%+444+20.6%
100EQXEQUINOX GOLD CORP$10.79-6.17%$510K0.17%11,800−25.0%
101NOCNORTHROP GRUMMAN CORP$481K0.16%HELD
102AMATAPPLIED MATLS INC$475K0.16%305−18.0%
103KTOSKRATOS DEFENSE & SEC SOLUTIO$462K0.16%+1,550+31.0%
104CNQCANADIAN NAT RES LTD MED TER$452K0.15%+2,700+41.0%
105AMTAMERICAN TOWER CORP$451K0.15%+100+4.0%
106MCDMCDONALDS CORP$451K0.15%+570+64.8%
107LRCXLAM RESEARCH CORP$449K0.15%375−15.2%
108SNPSSYNOPSYS INC$448K0.15%35−3.0%
109PHPARKER-HANNIFIN CORP$443K0.15%50−9.2%
110ORCLORACLE CORP$437K0.15%2,969−50.0%
111RKLBROCKET LAB CORP$435K0.15%+220+3.4%
112SYKSTRYKER CORPORATION$432K0.15%208−13.7%
113CROXCROCS INC$432K0.15%HELD
114VRTXVERTEX PHARMACEUTICALS INC$431K0.14%223−18.8%
115AKAMAKAMAI TECHNOLOGIES INC$430K0.14%+40+1.1%
116PFEPFIZER INC$411K0.14%3,830−20.7%
117GENGEN DIGITAL INC$398K0.13%+5,100+31.8%
118BMYBRISTOL-MYERS SQUIBB CO$391K0.13%1,515−19.0%
119GLDMWORLD GOLD TR$385K0.13%+650+18.6%
120SSRMSSR MINING IN$378K0.13%5,100−28.3%
121FCXFREEPORT MCMORAN INC$370K0.12%+1,250+24.8%
122EEMISHARES TR$369K0.12%+6,500NEW
123EXCEXELON CORP$369K0.12%+650+9.5%
124RYROYAL BK CDA$366K0.12%+1,236+119.5%
125CVSCVS HEALTH CORP$361K0.12%748−13.0%
126MDTMEDTRONIC PLC$357K0.12%610−12.9%
127ALBALBEMARLE CORP$355K0.12%+195+11.0%
128EOGEOG RES INC$353K0.12%+600+32.6%
129HDHOME DEPOT INC$352K0.12%150−12.3%
130SUSUNCOR ENERGY INC NEW$352K0.12%+1,482+38.6%
131DDOGDATADOG INC$351K0.12%+40+1.4%
132INTCINTEL CORP$348K0.12%1,420−15.3%
133EGOELDORADO GOLD CORP NEW$343K0.12%3,200−24.2%
134CHKPCHECK POINT SOFTWARE TECH LT$339K0.11%200−7.8%
135KLACKLA CORP$337K0.11%646−73.8%
136DLRDIGITAL RLTY TR INC$337K0.11%+80+4.5%
137TELTE CONNECTIVITY PLC$337K0.11%70−4.2%
138HCAHCA HEALTHCARE INC$336K0.11%233−24.7%
139SPGSIMON PPTY GROUP INC NEW$326K0.11%80−4.4%
140ADSKAUTODESK INC$326K0.11%45−3.2%
141TXNTEXAS INSTRS INC$324K0.11%170−9.2%
142XELXCEL ENERGY INC$322K0.11%+140+3.6%
143ELVELEVANCE HEALTH INC FORMERLY$317K0.11%197−15.4%
144RBRKRUBRIK INC.$309K0.10%HELD
145CITHE CIGNA GROUP$300K0.10%190−14.4%
146OREALTY INCOME CORP$298K0.10%250−4.9%
147PMPHILIP MORRIS INTL INC$293K0.10%210−10.6%
148GLDSPDR GOLD TR$280K0.09%3,900−85.7%
149BTGB2GOLD CORP$280K0.09%17,664−22.3%
150APHAMPHENOL CORP$279K0.09%310−12.3%
151IEMGISHARES INC$279K0.09%+4,000NEW
152CBRECBRE GROUP INC$274K0.09%+250+14.1%
153CTVACORTEVA INC$273K0.09%+760+30.4%
154ADIANALOG DEVICES INC$266K0.09%160−16.1%
155NXTNEXTPOWER INC$256K0.09%80−3.6%
156LINLINDE PLC$255K0.09%45−8.0%
157GRMNGARMIN LTD$255K0.09%110−9.1%
158MCKMCKESSON CORP$253K0.08%59−16.8%
159PSAPUBLIC STORAGE OPER CO$249K0.08%+130+16.5%
160ANETARISTA NETWORKS INC$246K0.08%140−6.5%
161TDYTELEDYNE TECHNOLOGIES INC$245K0.08%+10+2.5%
162CGAUCENTERRA GOLD INC$245K0.08%4,200−23.3%
163QCOMQUALCOMM INC$242K0.08%345−15.5%
164NVTNVENT ELEC PLC$237K0.08%+2,000NEW
165REGNREGENERON PHARMACEUTICALS$236K0.08%71−18.9%
166APLDAPPLIED DIGITAL CORP$234K0.08%+950+10.7%
167TAT&T INC$233K0.08%+150+1.9%
168OXYOCCIDENTAL PETE CORP$231K0.08%+1,070+43.0%
169PEPPEPSICO INC$224K0.08%260−15.3%
170VZVERIZON COMMUNICATIONS INC$223K0.07%960−17.8%
171ACNACCENTURE PLC IRELAND$222K0.07%175−13.5%
172UBSUBS GROUP AG$219K0.07%+950+20.0%
173EIXEDISON INTL$219K0.07%+100+3.5%
174CCICROWN CASTLE INC$216K0.07%+300+12.7%
175INTUINTUIT$212K0.07%90−15.5%
176BDXBECTON DICKINSON & CO$212K0.07%313−18.9%
177WCCWESCO INTL INC$211K0.07%HELD
178IDXXIDEXX LABS INC$208K0.07%59−13.7%
179DTDYNATRACE INC$205K0.07%+170+3.2%
180PCGPG&E CORP$202K0.07%+400+3.6%
181DRDDRDGOLD LIMITED$195K0.07%HELD
182VTRVENTAS INC$195K0.07%200−7.8%
183SHOPSHOPIFY INC$193K0.06%220−11.9%
184SCHWSCHWAB CHARLES CORP$191K0.06%170−7.7%
185GLWCORNING INC$188K0.06%220−13.8%
186AXPAMERICAN EXPRESS CO$188K0.06%20−3.1%
187IRMIRON MTN INC DEL$187K0.06%+250+15.8%
188FNVFRANCO NEV CORP$183K0.06%+100+15.6%
189EQTEQT CORP$181K0.06%+500+21.3%
190NUENUCOR CORP$180K0.06%+340+46.8%
191PTCPTC INC$178K0.06%+150+13.6%
192DEDEERE & CO$177K0.06%+25+8.6%
193APPAPPLOVIN CORP$177K0.06%55−11.0%
194AAGILENT TECHNOLOGIES INC$174K0.06%285−15.7%
195FANGDIAMONDBACK ENERGY INC$174K0.06%+170+23.9%
196BEBLOOM ENERGY CORP$173K0.06%+290+29.3%
197AVAVAEROVIRONMENT INC$173K0.06%+525+125.0%
198ETNEATON CORP PLC$170K0.06%50−9.5%
199ZTSZOETIS INC$169K0.06%197−12.1%
200ADMARCHER DANIELS MIDLAND CO$166K0.06%+430+23.1%
201SPGIS&P GLOBAL INC$162K0.05%30−7.3%
202UNPUNION PAC CORP$161K0.05%80−10.7%
203WDCWESTERN DIGITAL CORP$160K0.05%230−28.0%
204ENLTENLIGHT RENEWABLE ENERGY LTD$159K0.05%HELD
205EWEDWARDS LIFESCIENCES CORP$158K0.05%316−13.8%
206CVECENOVUS ENERGY INC$158K0.05%+1,637+37.9%
207EXREXTRA SPACE STORAGE INC$157K0.05%HELD
208VICIVICI PPTYS INC$157K0.05%HELD
209RMDRESMED INC$156K0.05%114−14.1%
210ALNYALNYLAM PHARMACEUTICALS INC$155K0.05%62−11.7%
211CVLTCOMMVAULT SYS INC$153K0.05%+220+12.6%
212AVBAVALONBAY CMNTYS INC$153K0.05%+150+19.1%
213NTRNUTRIEN LTD$152K0.05%+400+24.7%
214BLKBLACKROCK INC$152K0.05%30−16.0%
215BKNGBOOKING HOLDINGS INC$152K0.05%2−5.3%
216STXSEAGATE TECHNOLOGY HLDNGS PL$149K0.05%50−11.6%
217ARISARIS MINING CORPORATION$148K0.05%3,100−27.9%
218TPLTEXAS PACIFIC LAND CORPORATI$145K0.05%+60+24.4%
219MOALTRIA GROUP INC$140K0.05%HELD
220TMUST-MOBILE US INC$140K0.05%HELD
221IQVIQVIA HLDGS INC$138K0.05%130−13.8%
222CDNSCADENCE DESIGN SYSTEM INC$135K0.05%55−10.2%
223CMECME GROUP INC$133K0.04%HELD
224STLDSTEEL DYNAMICS INC$133K0.04%+160+27.6%
225COFCAPITAL ONE FINL CORP$133K0.04%85−10.4%
226PGRPROGRESSIVE CORP$133K0.04%55−7.6%
227VSATVIASAT INC$133K0.04%+100+3.6%
228MRVLMARVELL TECHNOLOGY INC$133K0.04%380−22.1%
229CBCHUBB LTD SWITZ$132K0.04%25−5.8%
230AAOIAPPLIED OPTOELECTRONICS INC$131K0.04%+1,550NEW
231NTRANATERA INC$131K0.04%95−12.7%
232YOUCLEAR SECURE INC$128K0.04%HELD
233BTCOINVESCO GALAXY BITCOIN ETF$128K0.04%+750+65.8%
234EZBCFRANKLIN TEMPLETON DIGITAL H$127K0.04%+1,200+58.5%
235FBTCFIDELITY WISE ORIGIN BITCOIN$127K0.04%+860+66.7%
236LOWLOWES COS INC$126K0.04%205−27.7%
237EXEEXPAND ENERGY CORPORATION$126K0.04%+360+45.6%
238EQREQUITY RESIDENTIAL$126K0.04%HELD
239SOSOUTHERN CO$123K0.04%HELD
240HODLVANECK BITCOIN ETF$122K0.04%+2,800+78.2%
241MSIMOTOROLA SOLUTIONS INC$122K0.04%65−18.8%
242IBITISHARES BITCOIN TRUST ETF$119K0.04%+1,070+52.7%
243TECKTECK RESOURCES LTD$118K0.04%+500+28.1%
244VEEVVEEVA SYS INC$117K0.04%110−14.2%
245CSGPCOSTAR GROUP INC$117K0.04%+600+26.1%
246WMBWILLIAMS COS INC$116K0.04%HELD
247SBUXSTARBUCKS CORP$115K0.04%+50+4.0%
248DUKDUKE ENERGY CORP NEW$115K0.04%HELD
249CMCSACOMCAST CORP NEW$115K0.04%500−11.1%
250ZBHZIMMER BIOMET HOLDINGS INC$113K0.04%220−15.0%
251ARKBARK 21SHARES BITCOIN ETF$112K0.04%+1,500+42.9%
252NXPINXP SEMICONDUCTORS N V$112K0.04%+120+26.7%
253HEI/AHEICO CORP NEW$112K0.04%+80+17.8%
254DVNDEVON ENERGY CORP NEW$111K0.04%HELD
255TEVATEVA PHARMACEUTICAL INDS LTD$109K0.04%725−16.7%
256BXBLACKSTONE INC$108K0.04%HELD
257WMWASTE MGMT INC DEL$108K0.04%HELD
258TXTTEXTRON INC$108K0.04%330−21.2%
259CTRACOTERRA ENERGY INC$107K0.04%+1,300+74.3%
260MRSHMARSH & MCLENNAN COS INC$106K0.04%HELD
261ADPAUTOMATIC DATA PROCESSING IN$106K0.04%HELD
262ORLYOREILLY AUTOMOTIVE INC$104K0.03%HELD
263UPSUNITED PARCEL SVCS INC$103K0.03%HELD
264ORAORMAT TECHNOLOGIES INC$103K0.03%HELD
265LHLABCORP HOLDINGS INC$102K0.03%HELD
266ICEINTERCONTINENTAL EXCHANGE IN$102K0.03%110−14.5%
267CEGCONSTELLATION ENERGY CORP$102K0.03%60−14.1%
268TDTORONTO DOMINION BK ONT$101K0.03%289−21.0%
269WYWEYERHAEUSER CO$100K0.03%+1,100+36.7%
270EMREMERSON ELEC CO$98K0.03%HELD
271BTCWWISDOMTREE BITCOIN FD$98K0.03%+300+28.0%
272VRTVERTIV HOLDINGS CO$98K0.03%110−22.0%
273MMM3M CO$97K0.03%HELD
274SHWSHERWIN WILLIAMS CO$97K0.03%HELD
275HWMHOWMET AEROSPACE INC$97K0.03%10−2.3%
276WWDWOODWARD INC$97K0.03%+50+22.7%
277ITWILLINOIS TOOL WKS INC$96K0.03%HELD
278MDLZMONDELEZ INTL INC$96K0.03%+50+3.1%
279BKBANK NEW YORK MELLON CORP$96K0.03%140−14.7%
280FSLYFASTLY INC$94K0.03%250−7.1%
281JCIJOHNSON CONTROLS INTERNATION$94K0.03%130−15.3%
282KEYSKEYSIGHT TECHNOLOGIES INC$93K0.03%60−15.4%
283GMGENERAL MTRS CO$93K0.03%HELD
284AONAON PLC$92K0.03%HELD
285MCOMOODYS CORP$92K0.03%HELD
286CIENCIENA CORP$91K0.03%135−36.5%
287SBACSBA COMMUNICATIONS CORP$91K0.03%HELD
288EVRGEVERGY INC$90K0.03%50−4.3%
289MPWRMONOLITHIC PWR SYS INC$90K0.03%HELD
290FDXFEDEX CORP$89K0.03%HELD
291VRNSVARONIS SYS INC$88K0.03%HELD
292ENBENBRIDGE INC$88K0.03%HELD
293TDGTRANSDIGM GROUP INC$88K0.03%HELD
294QUREQUANTA SVCS INC$88K0.03%50−23.8%
295DELLDELL TECHNOLOGIES INC$88K0.03%115−17.7%
296INCYINCYTE CORP$87K0.03%222−19.4%
297SNOWSNOWFLAKE INC$87K0.03%100−14.8%
298MELIMERCADOLIBRE INC$86K0.03%HELD
299CRHCRH PLC$86K0.03%HELD
300CMICUMMINS INC$86K0.03%HELD
301ILMNILLUMINA INC$86K0.03%138−16.5%
302SLBSLB LIMITED$86K0.03%560−25.2%
303TTTRANE TECHNOLOGIES PLC$85K0.03%110−34.9%
304CSXCSX CORP$85K0.03%HELD
305PNCPNC FINL SVCS GROUP INC$85K0.03%HELD
306RCLROYAL CARIBBEAN GROUP$85K0.03%HELD
307RBCRBC BEARINGS INC$84K0.03%HELD
308WBDWARNER BROS DISCOVERY INC$84K0.03%HELD
309HEIHEICO CORP NEW$84K0.03%+65+27.1%
310USBUS BANCORP$83K0.03%300−15.8%
311SSENTINELONE INC$82K0.03%HELD
312KKRKKR & CO INC$82K0.03%+220+32.8%
313ROSTROSS STORES INC$82K0.03%HELD
314WATWATERS CORP$82K0.03%+181+190.5%
315TERTERADYNE INC$82K0.03%55−16.7%
316ECLECOLAB INC$81K0.03%65−17.6%
317MAAMID-AMER APT CMNTYS INC$79K0.03%+20+3.2%
318KMIKINDER MORGAN INC DEL$79K0.03%HELD
319MARMARRIOTT INTL INC NEW$78K0.03%HELD
320APDAIR PRODUCTS AND CHEMICALS I$78K0.03%HELD
321ENSENERSYS$78K0.03%HELD
322SNDKSANDISK CORP$78K0.03%33−21.2%
323BKRBAKER HUGHES COMPANY$77K0.03%HELD
324DASHDOORDASH INC$77K0.03%HELD
325TRMBTRIMBLE INC$76K0.03%150−11.4%
326HLTHILTON WORLDWIDE HLDGS INC$76K0.03%60−19.4%
327LNTALLIANT ENERGY CORP$75K0.03%50−4.5%
328TRGPTARGA RES CORP$75K0.03%HELD
329NSCNORFOLK SOUTHN CORP$75K0.03%HELD
330VLOVALERO ENERGY CORP$74K0.02%190−38.9%
331MPCMARATHON PETE CORP$73K0.02%75−20.0%
332NTCTNETSCOUT SYS INC$73K0.02%HELD
333BNBROOKFIELD CORP$73K0.02%+600+50.0%
334RACEFERRARI N V$73K0.02%HELD
335INVHINVITATION HOMES INC$73K0.02%HELD
336LNGCHENIERE ENERGY INC$72K0.02%HELD
337OKEONEOK INC NEW$72K0.02%HELD
338GDGENERAL DYNAMICS CORP$72K0.02%90−30.0%
339DBDEUTSCHE BK AG$72K0.02%500−16.7%
340IMOIMPERIAL OIL LTD$71K0.02%220−28.9%
341CLSCELESTICA INC$70K0.02%HELD
342CLCOLGATE PALMOLIVE CO$70K0.02%50−5.7%
343HO1HOLOGIC INC$70K0.02%163−15.1%
344JBLJABIL INC$69K0.02%HELD
345ESSESSEX PPTY TR INC$69K0.02%60−17.4%
346FIXCOMFORT SYS USA INC$69K0.02%HELD
347QLYSQUALYS INC$69K0.02%HELD
348FASTFASTENAL CO$68K0.02%HELD
349AEPAMERICAN ELEC PWR CO INC$68K0.02%220−29.7%
350MSTRSTRATEGY INC$68K0.02%HELD
351WPCWP CAREY INC$68K0.02%420−29.6%
352CFCF INDUSTRIES HOLD$68K0.02%220−29.7%
353KIMKIMCO REALTY CORP$67K0.02%HELD
354PSXPHILLIPS 66$67K0.02%260−41.3%
355TFCTRUIST FINL CORP$67K0.02%HELD
356SRESEMPRA$66K0.02%HELD
357CTSHCOGNIZANT TECHNOLOGY SOLUTIO$66K0.02%HELD
358URIUNITED RENTALS INC$66K0.02%HELD
359ROPROPER TECHNOLOGIES INC$65K0.02%HELD
360MCHPMICROCHIP TECHNOLOGY INC.$65K0.02%HELD
361DDOMINION ENERGY INC$64K0.02%HELD
362BNSBANK NOVA SCOTIA B C$64K0.02%+9+1.0%
363AMEAMETEK INC$63K0.02%HELD
364SUNBSUNBELT RENTALS HOLDINGS INC$63K0.02%+970NEW
365CMGCHIPOTLE MEXICAN GRILL INC$63K0.02%HELD
366FERGFERGUSON ENTERPRISES INC$63K0.02%HELD
367CTASCINTAS CORP$63K0.02%95−20.4%
368HOODROBINHOOD MKTS INC$62K0.02%HELD
369PCARPACCAR INC$62K0.02%250−31.6%
370TENBTENABLE HLDGS INC$62K0.02%+50+1.4%
371KRKROGER CO$62K0.02%HELD
372WDAYWORKDAY INC$61K0.02%HELD
373ETRENTERGY CORP NEW$61K0.02%160−22.9%
374APOAPOLLO GLOBAL MGMT INC$60K0.02%HELD
375WABWABTEC$60K0.02%HELD
376MTSIMACOM TECH SOLUTIONS HLDGS I$60K0.02%HELD
377TRVTRAVELERS COMPANIES INC$60K0.02%55−21.2%
378FERFERROVIAL SE$60K0.02%HELD
379MSCIMSCI INC$59K0.02%HELD
380SUISUN CMNTYS INC$59K0.02%120−20.3%
381ALLALLSTATE CORP$59K0.02%HELD
382MOG/AMOOG INC$59K0.02%100−33.3%
383TTMITTM TECHNOLOGIES INC$58K0.02%HELD
384HPEHEWLETT PACKARD ENTERPRISE C$58K0.02%HELD
385CAHCARDINAL HEALTH INC$58K0.02%75−21.4%
386CPCANADIAN PACIFIC KANSAS CITY$58K0.02%HELD
387EBAYEBAY INC.$58K0.02%+120+23.2%
388RSRELIANCE INC$58K0.02%+90+90.0%
389AJGGALLAGHER ARTHUR J & CO$57K0.02%HELD
390MUXMCEWEN INC.$57K0.02%2,200−44.0%
391RSGREPUBLIC SVCS INC$57K0.02%HELD
392ABNBAIRBNB INC$57K0.02%HELD
393VSTVISTRA CORP$56K0.02%HELD
394NTAPNETAPP INC$56K0.02%HELD
395BGBUNGE GLOBAL SA$56K0.02%+10+2.3%
396ALCALCON AG$56K0.02%HELD
397BMOBANK MONTREAL MEDIUM$55K0.02%205−33.6%
398VISNVISTANCE NETWORKS INC$55K0.02%HELD
399MFCMANULIFE FINL CORP$55K0.02%+16+1.0%
400TGTTARGET CORP$55K0.02%HELD
401GWWWW GRAINGER INC$55K0.02%HELD
402MNSTMONSTER BEVERAGE CORP NEW$54K0.02%210−21.9%
403CMCANADIAN IMPERIAL BANK OF CO$54K0.02%293−33.8%
404AZOAUTOZONE INC$54K0.02%5−23.8%
405FICOFAIR ISAAC CORP$53K0.02%HELD
406ATENA10 NETWORKS INC$53K0.02%HELD
407MDAMDA SPACE LTD$53K0.02%+2,100NEW
408AEEAMEREN CORP$53K0.02%HELD
409UDRUDR INC$52K0.02%HELD
410DOVDOVER CORP$52K0.02%HELD
411DTEDTE ENERGY CO$52K0.02%HELD
412CVNACARVANA CO$52K0.02%HELD
413AFLAFLAC INC$52K0.02%150−24.2%
414CNICANADIAN NATL RY CO$51K0.02%HELD
415WECWEC ENERGY GROUP INC$51K0.02%HELD
416CBOECBOE GLOBAL MKTS INC$51K0.02%+60+50.0%
417CCOICOGENT COMM HOLDINGS INC$50K0.02%+770+40.3%
418IRINGERSOLL RAND INC$50K0.02%HELD
419VMCVULCAN MATLS CO$50K0.02%HELD
420CORCENCORA INC$50K0.02%50−23.8%
421NSITINSIGHT ENTERPRISES INC$50K0.02%HELD
422MDBMONGODB INC$50K0.02%HELD
423EAELECTRONIC ARTS INC$50K0.02%HELD
424PRUPRUDENTIAL FINL INC$50K0.02%HELD
425NRGNRG ENERGY INC$50K0.02%HELD
426PPLPPL CORP$50K0.02%HELD
427ODFLOLD DOMINION FREIGHT LINE IN$49K0.02%HELD
428LYVLIVE NATION ENTERTAINMENT IN$49K0.02%HELD
429CINFCINCINNATI FINL CORP$49K0.02%HELD
430NBISNEBIUS GROUP N.V.$49K0.02%+270+135.0%
431WCNWASTE CONNECTIONS INC$49K0.02%HELD
432OMCOMNICOM GROUP INC$48K0.02%HELD
433XYZBLOCK INC$48K0.02%HELD
434NEUNEWMARKET CORP$48K0.02%HELD
435OTISOTIS WORLDWIDE CORP$48K0.02%HELD
436PYPLPAYPAL HLDGS INC$47K0.02%350−25.0%
437AIGAMERICAN INTL GROUP INC$47K0.02%HELD
438HIGHARTFORD INSURANCE GROUP INC$47K0.02%HELD
439YUMYUM BRANDS INC$47K0.02%HELD
440STTSTATE STR CORP$46K0.02%5−1.4%
441FFORD MTR CO$46K0.02%100−2.4%
442ONON SEMICONDUCTOR CORP$46K0.02%+230+45.1%
443INSMINSMED INC$46K0.02%HELD
444RFREGIONS FINANCIAL CORP NEW$46K0.02%+550+45.8%
445SEDGSOLAREDGE TECHNOLOGIES INC$45K0.02%HELD
446REGREGENCY CTRS CORP$45K0.02%HELD
447PFGPRINCIPAL FINANCIAL GROUP IN$45K0.02%+500NEW
448ESEESCO TECHNOLOGIES INC$45K0.02%HELD
449RDWRRADWARE LTD$45K0.02%HELD
450NTRSNORTHERN TR CORP$45K0.02%+120+60.0%
451ZZILLOW GROUP INC$44K0.01%100−8.5%
452MLMMARTIN MARIETTA MATLS INC$44K0.01%HELD
453TWLOTWILIO INC$44K0.01%HELD
454MKLMARKEL GROUP INC$44K0.01%HELD
455TRPTC ENERGY CORP$44K0.01%+144+25.9%
456ONDSONDAS INC$43K0.01%HELD
457ROKROCKWELL AUTOMATION INC$43K0.01%45−27.3%
458METMETLIFE INC$42K0.01%HELD
459HPQHP INC$42K0.01%HELD
460CHDCHURCH & DWIGHT CO INC$42K0.01%HELD
461LDOSLEIDOS HOLDINGS INC$42K0.01%HELD
462ULTAULTA BEAUTY INC$42K0.01%+30+60.0%
463NBIXNEUROCRINE BIOSCIENCES INC$41K0.01%76−19.4%
464DHID R HORTON INC$41K0.01%HELD
465KDPKEURIG DR PEPPER INC$41K0.01%HELD
466RUNSUNRUN INC$41K0.01%HELD
467FITBFIFTH THIRD BANCORP$40K0.01%HELD
468TYLTYLER TECHNOLOGIES INC$40K0.01%HELD
469MTDMETTLER TOLEDO INTERNATIONAL$40K0.01%HELD
470DRIDARDEN RESTAURANTS INC$40K0.01%HELD
471AMPAMERIPRISE FINL INC$40K0.01%35−28.0%
472GLPIGAMING & LEISURE P$40K0.01%HELD
473CARRCARRIER GLOBAL CORPORATION$40K0.01%+50+7.6%
474CCEPCOCA-COLA EUROPACIFIC PARTNE$40K0.01%HELD
475WRBBERKLEY W R CORP$40K0.01%HELD
476SYFSYNCHRONY FINANCIAL$39K0.01%HELD
477COINCOINBASE GLOBAL INC$39K0.01%HELD
478WTWWILLIS TOWERS WATSON PLC LTD$39K0.01%HELD
479RJFRAYMOND JAMES FINL INC$39K0.01%HELD
480CCL1EURCARNIVAL CORP$39K0.01%HELD
481FISVFISERV INC$39K0.01%HELD
482FEFIRSTENERGY CORP$39K0.01%+360+90.0%
483NDAQNASDAQ INC$38K0.01%HELD
484FLEXFLEXTRONICS INTL LTD$38K0.01%+200+52.6%
485KVUEKENVUE INC$38K0.01%HELD
486STESTERIS PLC$38K0.01%HELD
487CNPCENTERPOINT ENERGY INC$38K0.01%380−30.4%
488IRDMIRIDIUM COMMUNICATIONS INC$37K0.01%HELD
489RBLXROBLOX CORP$37K0.01%HELD
490CPRTCOPART INC$37K0.01%HELD
491QRVOQORVO INC$37K0.01%HELD
492ZNGAZOOM COMMUNICATIONS INC$37K0.01%+20+4.5%
493TSNTYSON FOODS INC$37K0.01%+275+91.7%
494HBANHUNTINGTON BANCSHARES INC$37K0.01%HELD
495SWSMURFIT WESTROCK PLC$37K0.01%HELD
496KMBKIMBERLY-CLARK CORP$37K0.01%HELD
497CXTCRANE NXT CO$37K0.01%HELD
498WSMWILLIAMS SONOMA INC$36K0.01%HELD
499CPAYCORPAY INC$36K0.01%HELD
500HALHALLIBURTON CO$36K0.01%+730+365.0%

Source: SEC EDGAR · accession 0002071170-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.