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Institutional

Treasurer of the State of North Carolina

CIK 0001761054
$31.8M
Reported AUM
1,006
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Treasurer of the State of North Carolina · Q1 2026

AI · grounded in 13F

Treasurer of the State of North Carolina increased its position in IWM by 191.53%. The fund added 957 new positions while reducing 59 others, bringing its total AUM to $31,790,532. Other notable accumulations include LRCX and JNJ, which grew by 5.63% and 4.50% respectively.

Portfolio · Q1 2026

NVDA$1.9MAAPL$1.7MIWMMSFTAMZNGOOGLAVGOMETAGOOGOther$18.6MTC

Top holdings· first 500 of 1006

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%$1.9M6.03%+308,380+2.9%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.7M5.41%+118,897+1.8%
3IWMISHARES TR$281.65-3.55%34.35%35.27%$1.5M4.61%+3,884,893+191.5%
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.3M4.11%+102,358+3.0%
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$1.0M3.15%+156,064+3.4%
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$807K2.54%+83,888+3.1%
7AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$741K2.33%+82,685+3.6%
8METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$656K2.06%+40,545+3.7%
9GOOGALPHABET INC$365.76-0.95%109.82%172.71%$648K2.04%+65,922+3.0%
10TSLATESLA INC$391.00-6.56%32.48%70.69%$527K1.66%+46,028+3.4%
11BRK/BBERKSHIRE HATHAWAY INC DEL$378K1.19%+16,827+2.2%
12LLYELI LILLY & CO$1131.420.55%48.00%387.10%$367K1.15%+12,733+3.3%
13JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$353K1.11%+62,089+4.5%
14JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$342K1.08%+24,781+2.2%
15XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$307K0.97%+38,536+2.2%
16VVISA INC$323.571.06%-11.91%36.33%$296K0.93%+40,513+4.3%
17PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$238K0.75%+84,000+5.4%
18WMTWALMART INC$118.880.97%22.99%166.67%$231K0.73%+39,686+2.2%
19MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$225K0.71%+28,449+4.5%
20MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$217K0.68%+15,993+3.8%
21CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$210K0.66%+134,052+5.2%
22NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$209K0.66%+73,856+3.5%
23LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$198K0.62%+49,487+5.6%
24COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%-3.70%138.72%$189K0.60%+4,047+2.2%
25BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$184K0.58%+119,901+3.3%
26AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$173K0.54%+19,820+4.1%
27ABBVABBVIE INC$227.231.02%23.60%135.68%$171K0.54%+18,838+2.5%
28PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%6.11%524.27%$168K0.53%+40,775+3.7%
29CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$166K0.52%+17,090+2.2%
30KLACKLA CORP$1929.20-9.47%140.30%482.93%$161K0.51%+6,381+6.2%
31ORCLORACLE CORP$213.68-9.59%$144K0.45%+40,655+4.3%
32CATCATERPILLAR INC$904.28-3.85%$140K0.44%+4,220+2.2%
33AMDADVANCED MICRO DEVICES INC$466.38-10.86%$140K0.44%+14,688+2.2%
34HDHOME DEPOT INC$310.780.27%$140K0.44%+9,081+2.2%
35MRKMERCK & CO INC$120.790.44%$138K0.43%+16,424+1.5%
36IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$137K0.43%+24,725+4.6%
37GEGE AEROSPACE$328.000.11%$130K0.41%+10,713+2.4%
38UNHUNITEDHEALTH GROUP INC$399.470.76%$127K0.40%+16,020+3.5%
39KOCOCA COLA CO$79.483.46%$127K0.40%+35,476+2.2%
40MCDMCDONALDS CORP$279.842.61%$120K0.38%+14,272+3.8%
41PMPHILIP MORRIS INTL INC$178.291.89%$119K0.38%+19,478+2.8%
42ADIANALOG DEVICES INC$401.39-6.38%$117K0.37%+16,659+4.8%
43TXNTEXAS INSTRS INC$285.06-6.65%$111K0.35%+26,282+4.8%
44RTXRTX CORPORATION$180.990.88%$110K0.35%+12,206+2.2%
45GILDGILEAD SCIENCES INC$129.16-0.02%$108K0.34%+34,741+4.7%
46GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$106K0.33%+2,682+2.2%
47WMT2WELLS FARGO & CO$106K0.33%+8,742+0.7%
48DISDISNEY WALT CO$99.710.37%$105K0.33%+33,272+3.2%
49INTCINTEL CORP$99.17-11.28%$101K0.32%+79,224+3.6%
50GEVGE VERNOVA INC$933.61-3.09%$101K0.32%+1,029+0.9%
51LINLINDE PLC$507.900.09%$100K0.31%+4,286+2.2%
52GDGENERAL DYNAMICS CORP$346.441.45%$99K0.31%+19,941+7.4%
53AXPAMERICAN EXPRESS CO$310.66-0.60%$98K0.31%+14,060+4.5%
54QCOMQUALCOMM INC$215.94-10.98%$98K0.31%+34,433+4.8%
55ETRENTERGY CORP NEW$110.741.34%$96K0.30%+68,696+8.7%
56TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$95K0.30%+6,609+3.5%
57ABTABBOTT LABORATORIES$91.070.32%$94K0.30%+33,100+3.7%
58PEPPEPSICO INC$141.92-0.16%$91K0.29%+12,502+2.2%
59VZVERIZON COMMUNICATIONS INC$45.371.11%$91K0.29%+38,529+2.2%
60COPCONOCOPHILLIPS$117.14-1.75%$88K0.28%+18,822+2.9%
61CMECME GROUP INC$257.400.52%$87K0.27%+16,923+6.1%
62MDTMEDTRONIC PLC$81.67-0.32%$86K0.27%+55,031+5.9%
63TAT&T INC$22.75-0.09%$86K0.27%+63,042+2.2%
64CCITIGROUP INC$132.47-1.98%$84K0.26%1,557−0.2%
65PFEPFIZER INC$26.041.36%$84K0.26%+105,979+3.7%
66NEENEXTERA ENERGY INC$85.840.19%$83K0.26%+19,027+2.2%
67DUKDUKE ENERGY CORP NEW$124.221.97%$82K0.26%+35,626+6.0%
68BLKBLACKROCK INC$995.60-2.64%$82K0.26%+3,326+4.1%
69AMGNAMGEN INC$349.581.15%$81K0.25%+4,910+2.2%
70MSMORGAN STANLEY$211.93-2.90%$80K0.25%+3,138+0.7%
71CRMSALESFORCE INC$185.66-1.64%$80K0.25%+2,711+0.6%
72INTUINTUIT$296.76-1.73%$79K0.25%+8,800+5.1%
73TJXTJX COS INC NEW$160.711.31%$76K0.24%+10,204+2.2%
74UBERUBER TECHNOLOGIES INC$70.71-2.08%$76K0.24%+36,984+3.6%
75COFCAPITAL ONE FINL CORP$180.67-1.38%$72K0.23%+12,757+3.3%
76ISRGINTUITIVE SURGICAL INC$422.060.77%$70K0.22%+3,219+2.2%
77PANWPALO ALTO NETWORKS INC$272.05-2.58%$69K0.22%+69,955+19.2%
78ACNACCENTURE PLC IRELAND$178.25-0.34%$68K0.21%+8,933+2.7%
79ANETARISTA NETWORKS INC$154.27-7.07%$68K0.21%+20,363+3.8%
80SCHWSCHWAB CHARLES CORP$88.840.95%$67K0.21%112−0.0%
81APHAMPHENOL CORP$138.81-5.42%$66K0.21%+11,129+2.2%
82SPGSIMON PPTY GROUP INC NEW$210.311.98%$65K0.21%+23,621+7.2%
83FCXFREEPORT MCMORAN INC$63.37-9.07%$65K0.20%+60,502+5.8%
84BABOEING CO$215.45-0.91%$64K0.20%+10,280+3.3%
85NEMNEWMONT CORP$99.71-7.96%$64K0.20%+21,804+3.8%
86CMICUMMINS INC$651.22-3.96%$63K0.20%+6,975+6.3%
87ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$62K0.20%+15,034+5.1%
88UNPUNION PAC CORP$272.323.19%$62K0.20%+5,455+2.2%
89HONHONEYWELL INTL INC$213.97-1.69%$62K0.19%+5,801+2.2%
90BKNGBOOKING HOLDINGS INC$165.84-0.99%$61K0.19%+353+2.5%
91HCAHCA HEALTHCARE INC$372.132.85%$60K0.19%+7,092+5.9%
92ADBEADOBE INC$251.44-2.70%$60K0.19%+7,303+3.0%
93ETNEATON CORP PLC$395.94-5.42%$60K0.19%+3,576+2.2%
94DEDEERE & CO$583.44-1.40%$59K0.19%+2,226+2.2%
95AMEAMETEK INC$226.55-0.97%$58K0.18%+19,034+7.5%
96WELLWELLTOWER INC$206.933.03%$58K0.18%+6,277+2.2%
97EVRGEVERGY INC$83.271.69%$57K0.18%+60,581+9.5%
98MOALTRIA GROUP INC$72.192.25%$57K0.18%+28,947+3.5%
99LOWLOWES COS INC$210.741.55%$57K0.18%+5,114+2.2%
100IVVISHARES TR$740.91-2.62%$55K0.17%+9,821+13.1%
101SPGIS&P GLOBAL INC$55K0.17%+2,765+2.2%
102XELXCEL ENERGY INC$55K0.17%+47,813+7.5%
103LMTLOCKHEED MARTIN CORP$53K0.17%+1,882+2.2%
104BMYBRISTOL-MYERS SQUIBB CO$53K0.17%+18,588+2.2%
105RCLROYAL CARIBBEAN GROUP$53K0.17%+10,439+5.8%
106PLDPROLOGIS INC.$52K0.17%+8,464+2.2%
107AMPAMERIPRISE FINL INC$52K0.16%+7,649+7.1%
108DHRDANAHER CORP DEL$51K0.16%+5,741+2.2%
109CBCHUBB LTD SWITZ$51K0.16%+3,335+2.2%
110APPAPPLOVIN CORP$51K0.16%+4,709+3.8%
111CMCSACOMCAST CORP NEW$50K0.16%+53,231+3.1%
112PGRPROGRESSIVE CORP$50K0.16%+5,343+2.2%
113WDCWESTERN DIGITAL CORP$49K0.16%+6,725+3.8%
114VRTXVERTEX PHARMACEUTICALS INC$49K0.15%+905+0.8%
115PHPARKER-HANNIFIN CORP$48K0.15%+1,157+2.2%
116SYKSTRYKER CORPORATION$48K0.15%+3,145+2.2%
117SNDKSANDISK CORP$47K0.15%+6,017+8.8%
118NOWSERVICENOW INC$47K0.15%+14,128+3.3%
119REGNREGENERON PHARMACEUTICALS$47K0.15%+2,574+4.5%
120EOGEOG RES INC$47K0.15%+13,522+4.4%
121MCKMCKESSON CORP$46K0.14%+328+0.6%
122CRWDCROWDSTRIKE HLDGS INC$46K0.14%+3,354+2.9%
123RSGREPUBLIC SVCS INC$46K0.14%+13,691+7.0%
124SOSOUTHERN CO$46K0.14%+10,047+2.2%
125GLWCORNING INC$45K0.14%+7,118+2.2%
126ORLYOREILLY AUTOMOTIVE INC$45K0.14%+20,239+4.3%
127GMGENERAL MTRS CO$45K0.14%+17,328+3.0%
128SBUXSTARBUCKS CORP$44K0.14%+10,373+2.2%
129ROSTROSS STORES INC$43K0.14%+9,104+4.8%
130TMUST-MOBILE US INC$43K0.14%+4,399+2.2%
131ROPROPER TECHNOLOGIES INC$42K0.13%+8,190+7.3%
132CTVACORTEVA INC$41K0.13%+22,668+4.8%
133EQIXEQUINIX INC$41K0.13%+893+2.2%
134VRTVERTIV HOLDINGS CO$41K0.13%+3,473+2.2%
135CDNSCADENCE DESIGN SYSTEM INC$40K0.13%+5,114+3.7%
136TTTRANE TECHNOLOGIES PLC$40K0.13%+2,035+2.2%
137BSXBOSTON SCIENTIFIC CORP$40K0.12%+13,468+2.2%
138HWMHOWMET AEROSPACE INC$40K0.12%+3,663+2.2%
139URIUNITED RENTALS INC$39K0.12%+3,198+6.3%
140SNPSSYNOPSYS INC$39K0.12%+6,105+6.6%
141NOCNORTHROP GRUMMAN CORP$39K0.12%+425+0.7%
142CVSCVS HEALTH CORP$39K0.12%+11,427+2.2%
143ICEINTERCONTINENTAL EXCHANGE IN$38K0.12%+5,200+2.2%
144CRHCRH PLC$38K0.12%+10,556+3.0%
145USBUS BANCORP$38K0.12%+20,590+2.9%
146WMBWILLIAMS COS INC$38K0.12%+11,105+2.2%
147CEGCONSTELLATION ENERGY CORP$37K0.12%+2,329+1.8%
148FTNTFORTINET INC$37K0.12%+16,404+3.8%
149BXBLACKSTONE INC$37K0.11%+6,765+2.2%
150WMWASTE MGMT INC DEL$36K0.11%+3,370+2.2%
151MRSHMARSH & MCLENNAN COS INC$36K0.11%+1,193+0.6%
152MRVLMARVELL TECHNOLOGY INC$36K0.11%+204+0.1%
153EAELECTRONIC ARTS INC$36K0.11%+8,844+5.3%
154SSNCSS&C TECH HLDGS$35K0.11%+44,040+9.2%
155ACGLARCH CAP GROUP LTD$35K0.11%+22,380+6.5%
156BKBANK NEW YORK MELLON CORP$35K0.11%+2,464+0.8%
157PNWPINNACLE WEST CAP CORP$35K0.11%+29,811+9.4%
158IBKRINTERACTIVE BROKERS GROUP IN$35K0.11%+36,584+7.6%
159WBDWARNER BROS DISCOVERY INC$35K0.11%+47,342+3.9%
160PNCPNC FINL SVCS GROUP INC$35K0.11%+1,142+0.7%
161QUREQUANTA SVCS INC$35K0.11%+1,339+2.2%
162AMTAMERICAN TOWER CORP$35K0.11%+4,266+2.2%
163JCIJOHNSON CONTROLS INTERNATION$34K0.11%14,558−5.3%
164FLEXFLEXTRONICS INTL LTD$34K0.11%+38,977+8.0%
165MMM3M CO$33K0.10%+4,866+2.2%
166SLBSLB LIMITED$33K0.10%+13,680+2.2%
167CSXCSX CORP$33K0.10%+17,128+2.2%
168FDXFEDEX CORP$33K0.10%+1,954+2.2%
169MNSTMONSTER BEVERAGE CORP NEW$32K0.10%+20,717+4.9%
170ITWILLINOIS TOOL WKS INC$32K0.10%+2,642+2.2%
171NTRSNORTHERN TR CORP$32K0.10%+15,290+7.1%
172VLOVALERO ENERGY CORP$32K0.10%+2,768+2.2%
173MDLZMONDELEZ INTL INC$32K0.10%+11,821+2.2%
174SPOTSPOTIFY TECHNOLOGY S A$32K0.10%+1,406+2.2%
175TGTTARGET CORP$32K0.10%+10,650+4.2%
176SHWSHERWIN WILLIAMS CO$32K0.10%+2,101+2.2%
177EMREMERSON ELEC CO$32K0.10%+5,145+2.2%
178AUANGLOGOLD ASHANTI PLC$32K0.10%+15,097+4.9%
179MPCMARATHON PETE CORP$31K0.10%+1,308+1.0%
180PSXPHILLIPS 66$31K0.10%+3,676+2.2%
181PNRPENTAIR PLC$31K0.10%+29,673+9.0%
182MARMARRIOTT INTL INC NEW$31K0.10%+951+1.0%
183FFIVF5 INC$31K0.10%+8,144+8.2%
184MSIMOTOROLA SOLUTIONS INC$31K0.10%+1,516+2.2%
185UPSUNITED PARCEL SVCS INC$31K0.10%+6,694+2.2%
186SYFSYNCHRONY FINANCIAL$31K0.10%+27,584+6.5%
187CITHE CIGNA GROUP$30K0.09%+2,401+2.2%
188AEPAMERICAN ELEC PWR CO INC$30K0.09%+4,884+2.2%
189HLTHILTON WORLDWIDE HLDGS INC$30K0.09%+2,084+2.2%
190DALDELTA AIR LINES INC$30K0.09%+22,226+5.2%
191IDXXIDEXX LABS INC$30K0.09%+2,531+5.1%
192PYPLPAYPAL HLDGS INC$30K0.09%+33,112+5.3%
193CLCOLGATE PALMOLIVE CO$29K0.09%+7,336+2.2%
194AZOAUTOZONE INC$29K0.09%+299+3.6%
195LLOEWS CORP$29K0.09%+21,059+8.4%
196MCOMOODYS CORP$29K0.09%+1,415+2.2%
197AONAON PLC$29K0.09%+1,919+2.2%
198AMGAFFILIATED MANAGERS GROUP$29K0.09%+9,075+9.6%
199FASTFASTENAL CO$29K0.09%+22,707+3.8%
200DELLDELL TECHNOLOGIES INC$29K0.09%+4,161+2.4%
201ECLECOLAB INC$28K0.09%+2,276+2.2%
202HOODROBINHOOD MKTS INC$28K0.09%+22,850+5.9%
203HIGHARTFORD INSURANCE GROUP INC$28K0.09%+10,998+5.6%
204KMIKINDER MORGAN INC DEL$28K0.09%+17,742+2.2%
205ELVELEVANCE HEALTH INC FORMERLY$28K0.09%+2,027+2.2%
206NSCNORFOLK SOUTHN CORP$28K0.09%+2,058+2.2%
207NETCLOUDFLARE INC$28K0.09%+2,859+2.2%
208APDAIR PRODUCTS AND CHEMICALS I$28K0.09%+2,023+2.2%
209LHXL3HARRIS TECHNOLOGIES INC$28K0.09%+1,707+2.2%
210TDGTRANSDIGM GROUP INC$27K0.09%+504+2.2%
211UTHRUNITED THERAPEUTICS CORP DEL$27K0.09%+3,124+7.2%
212SRESEMPRA$27K0.09%+5,958+2.2%
213TRVTRAVELERS COMPANIES INC$27K0.09%347−0.4%
214UALUNITED AIRLS HLDGS INC$27K0.08%+17,859+6.5%
215KKRKKR & CO INC$27K0.08%+6,186+2.2%
216DLRDIGITAL RLTY TR INC$27K0.08%+3,143+2.2%
217NKENIKE INC$26K0.08%+16,190+3.3%
218AKAMAKAMAI TECHNOLOGIES INC$26K0.08%+17,582+8.4%
219RPRXROYALTY PHARMA PLC$26K0.08%+38,548+7.6%
220BKRBAKER HUGHES COMPANY$26K0.08%+9,047+2.2%
221LNGCHENIERE ENERGY INC$26K0.08%+1,944+2.2%
222PCARPACCAR INC$25K0.08%+4,698+2.2%
223CTASCINTAS CORP$25K0.08%+3,134+2.2%
224TFCTRUIST FINL CORP$25K0.08%+216+0.0%
225WSMWILLIAMS SONOMA INC$25K0.08%+8,049+6.3%
226CORCENCORA INC$25K0.08%+1,670+2.2%
227MSTRSTRATEGY INC$24K0.08%+27,425+16.3%
228OKEONEOK INC NEW$24K0.08%+5,697+2.2%
229OREALTY INCOME CORP$24K0.08%+8,349+2.2%
230ULTAULTA BEAUTY INC$24K0.08%+2,670+6.2%
231EXPEEXPEDIA GROUP INC$24K0.07%+5,772+5.9%
232AJGGALLAGHER ARTHUR J & CO$24K0.07%+2,315+2.2%
233DASHDOORDASH INC$24K0.07%+6,223+4.1%
234ADSKAUTODESK INC$23K0.07%+2,608+2.7%
235CIENCIENA CORP$23K0.07%+1,286+2.2%
236RRYDER SYS INC$23K0.07%+9,789+9.4%
237ALLALLSTATE CORP$23K0.07%+1,072+1.0%
238SNASNAP ON INC$23K0.07%+4,467+7.6%
239ALLEALLEGION PLC$23K0.07%+12,524+8.6%
240TRGPTARGA RES CORP$23K0.07%+1,936+2.2%
241PTCPTC INC$23K0.07%+11,024+7.5%
242DDOMINION ENERGY INC$23K0.07%+7,786+2.2%
243ABNBAIRBNB INC$23K0.07%+624+0.4%
244EHCENCOMPASS HEALTH CORP$23K0.07%+19,451+9.1%
245KRKROGER CO$23K0.07%+621+0.2%
246ZNGAZOOM COMMUNICATIONS INC$22K0.07%+18,484+7.1%
247FITBFIFTH THIRD BANCORP$22K0.07%+117,317+32.2%
248FERGFERGUSON ENTERPRISES INC$22K0.07%+3,106+3.3%
249ZTSZOETIS INC$22K0.07%+1,770+0.9%
250CFCF INDUSTRIES HOLD$22K0.07%+9,141+5.6%
251AFLAFLAC INC$22K0.07%+260+0.1%
252VSTVISTRA CORP$22K0.07%+3,081+2.2%
253MPWRMONOLITHIC PWR SYS INC$22K0.07%+420+2.2%
254MLIMUELLER INDS INC$22K0.07%+15,480+8.6%
255CAHCARDINAL HEALTH INC$22K0.07%+2,174+2.2%
256SNOWSNOWFLAKE INC$21K0.07%+4,404+3.2%
257NTAPNETAPP INC$21K0.07%+13,003+6.7%
258WPCWP CAREY INC$21K0.07%+23,342+8.1%
259EXCEXELON CORP$21K0.07%+9,219+2.2%
260LITELUMENTUM HLDGS INC$21K0.07%+642+2.2%
261NUENUCOR CORP$21K0.07%+4,698+3.9%
262CCL1EURCARNIVAL CORP$21K0.07%+68,952+9.3%
263KEYSKEYSIGHT TECHNOLOGIES INC$21K0.07%+1,570+2.2%
264DGXQUEST DIAGNOSTICS INC$21K0.06%+6,633+6.7%
265NUNU HLDGS LTD$21K0.06%+30,510+2.2%
266FIXCOMFORT SYS USA INC$21K0.06%+318+2.2%
267VICIVICI PPTYS INC$21K0.06%+38,349+5.4%
268GWWWW GRAINGER INC$20K0.06%+403+2.2%
269APOAPOLLO GLOBAL MGMT INC$20K0.06%+6,511+3.8%
270FIVEFIVE BELOW INC$20K0.06%+6,746+8.4%
271TERTERADYNE INC$20K0.06%+1,428+2.2%
272EWEDWARDS LIFESCIENCES CORP$20K0.06%+5,249+2.2%
273FOXAFOX CORP$20K0.06%+26,065+8.4%
274OXYOCCIDENTAL PETE CORP$20K0.06%+6,434+2.2%
275DLTRDOLLAR TREE INC$20K0.06%+9,245+5.5%
276AOSSMITH A O CORP$19K0.06%+24,777+9.3%
277FFORD MTR CO$19K0.06%+35,610+2.2%
278GRMNGARMIN LTD$19K0.06%+2,774+3.5%
279BDXBECTON DICKINSON & CO$19K0.06%+2,610+2.2%
280GEHCGE HEALTHCARE TECHNOLOGIES I$19K0.06%+11,301+4.4%
281KMBKIMBERLY-CLARK CORP$19K0.06%+8,486+4.5%
282CARRCARRIER GLOBAL CORPORATION$19K0.06%+7,161+2.2%
283EVREVERCORE INC$19K0.06%+4,945+8.5%
284YUMYUM BRANDS INC$19K0.06%+2,539+2.2%
285TIGOMILLICOM INTL CELLULAR S A$19K0.06%+20,846+9.2%
286PSAPUBLIC STORAGE OPER CO$18K0.06%+1,439+2.2%
287CVNACARVANA CO$18K0.06%+1,230+2.2%
288CTSHCOGNIZANT TECHNOLOGY SOLUTIO$18K0.06%+13,080+4.6%
289CRUSCIRRUS LOGIC INC$18K0.06%+10,571+9.2%
290WABWABTEC$18K0.06%+1,548+2.2%
291PHMPULTE GROUP INC$18K0.06%+8,638+6.0%
292CMGCHIPOTLE MEXICAN GRILL INC$18K0.06%+12,009+2.2%
293ALNYALNYLAM PHARMACEUTICALS INC$18K0.06%+1,155+2.2%
294DGDOLLAR GEN CORP$18K0.06%+7,558+5.3%
295COHRCOHERENT CORP$18K0.06%+9,782+15.0%
296DOXAMDOCS LTD$18K0.06%+22,132+8.9%
297EBAYEBAY INC.$18K0.06%+4,123+2.2%
298ADMARCHER DANIELS MIDLAND CO$18K0.06%+7,883+3.4%
299EDCONSOLIDATED EDISON INC$17K0.05%+3,293+2.2%
300ROKROCKWELL AUTOMATION INC$17K0.05%+1,036+2.2%
301AIGAMERICAN INTL GROUP INC$17K0.05%1,125−0.5%
302FANGDIAMONDBACK ENERGY INC$17K0.05%+5,940+7.3%
303PEGPUBLIC SVC ENTERPRISE GROUP$17K0.05%+4,552+2.2%
304CBRECBRE GROUP INC$17K0.05%+2,711+2.2%
305UIUBIQUITI INC$17K0.05%+1,972+10.0%
306PRPERMIAN RESOURCES CORP$17K0.05%+44,907+5.9%
307DVNDEVON ENERGY CORP NEW$17K0.05%+10,271+3.1%
308AYIACUITY INC$17K0.05%+4,926+8.8%
309DKSDICKS SPORTING GOODS INC$17K0.05%+6,230+7.9%
310METMETLIFE INC$17K0.05%+5,073+2.2%
311COINCOINBASE GLOBAL INC$17K0.05%+2,029+2.2%
312PCGPG&E CORP$16K0.05%+19,994+2.2%
313MSCIMSCI INC$16K0.05%+26+0.1%
314NDAQNASDAQ INC$16K0.05%+4,132+2.2%
315EQTEQT CORP$16K0.05%2,448−0.9%
316VTRVENTAS INC$16K0.05%+4,276+2.2%
317CTRACOTERRA ENERGY INC$16K0.05%+20,729+4.7%
318RNRRENAISSANCERE HLDGS LTD$16K0.05%+3,850+7.6%
319WECWEC ENERGY GROUP INC$16K0.05%+2,971+2.2%
320GENGEN DIGITAL INC$16K0.05%+65,432+8.3%
321ROLROLLINS INC$16K0.05%+27,545+10.1%
322DDOGDATADOG INC$16K0.05%+2,846+2.2%
323GLPIGAMING & LEISURE P$16K0.05%+25,249+7.8%
324VMCVULCAN MATLS CO$15K0.05%+1,205+2.2%
325TTWOTAKE-TWO INTERACTIVE SOFTWAR$15K0.05%+1,660+2.2%
326OZKBANK OZK LITTLE ROCK ARK$15K0.05%+29,182+9.5%
327ODFLOLD DOMINION FREIGHT LINE IN$15K0.05%+554+0.7%
328AEEAMEREN CORP$15K0.05%+4,743+3.5%
329DHID R HORTON INC$15K0.05%+576+0.5%
330HPEHEWLETT PACKARD ENTERPRISE C$15K0.05%+27,496+4.5%
331MLMMARTIN MARIETTA MATLS INC$15K0.05%+544+2.2%
332CCICROWN CASTLE INC$15K0.05%+3,953+2.2%
333STTSTATE STR CORP$15K0.05%+2,542+2.2%
334RBLXROBLOX CORP$15K0.05%+5,654+2.2%
335RLRALPH LAUREN CORP$15K0.05%+2,965+7.4%
336SCCOSOUTHERN COPPER CORP$15K0.05%+6,335+7.9%
337INSMINSMED INC$15K0.05%+1,907+2.2%
338PRUPRUDENTIAL FINL INC$15K0.05%+3,191+2.2%
339SYYSYSCO CORP$15K0.05%+4,377+2.2%
340MCHPMICROCHIP TECHNOLOGY INC.$15K0.05%+4,814+2.2%
341KDPKEURIG DR PEPPER INC$15K0.05%+11,815+2.2%
342ELANELANCO ANIMAL HEALTH INC$15K0.05%+42,993+7.6%
343BOKFBOK FINL CORP$14K0.04%+8,789+8.6%
344THCTENET HEALTHCARE CORP$14K0.04%+4,475+6.3%
345RJFRAYMOND JAMES FINL INC$14K0.04%+3,678+3.9%
346RMDRESMED INC$14K0.04%+1,336+2.2%
347KVUEKENVUE INC$14K0.04%+17,330+2.2%
348HALHALLIBURTON CO$14K0.04%+7,659+2.2%
349EMEEMCOR GROUP INC$14K0.04%+407+2.2%
350AAGILENT TECHNOLOGIES INC$14K0.04%+2,599+2.2%
351BIIBBIOGEN INC$14K0.04%+2,565+3.5%
352XYZBLOCK INC$14K0.04%+4,879+2.2%
353AXONAXON ENTERPRISE INC$14K0.04%+1,118+3.6%
354IRINGERSOLL RAND INC$14K0.04%+3,626+2.2%
355LFUSLITTELFUSE INC$14K0.04%+3,098+8.4%
356RKLBROCKET LAB CORP$13K0.04%+36,239+20.9%
357MTBM & T BK CORP$13K0.04%+608+0.9%
358HBANHUNTINGTON BANCSHARES INC$13K0.04%+209,942+32.4%
359FSLRFIRST SOLAR INC$13K0.04%+3,308+5.1%
360FOXFOX CORP$13K0.04%+19,067+8.4%
361DTEDTE ENERGY CO$13K0.04%+1,886+2.2%
362HSYHERSHEY CO$13K0.04%+1,328+2.2%
363CHTRCHARTER COMMUNICATIONS INC$13K0.04%+2,424+4.2%
364OTISOTIS WORLDWIDE CORP$13K0.04%+3,563+2.2%
365IRMIRON MTN INC DEL$13K0.04%+2,673+2.2%
366INCYINCYTE CORP$13K0.04%+8,040+6.3%
367NRGNRG ENERGY INC$13K0.04%+8,789+11.1%
368FISVFISERV INC$13K0.04%+4,880+2.2%
369GGENPACT LIMITED$13K0.04%+27,276+8.6%
370PAYXPAYCHEX INC$13K0.04%+2,940+2.2%
371ATOATMOS ENERGY CORP$13K0.04%+1,459+2.2%
372DOWDOW HLDGS INC$13K0.04%+6,450+2.2%
373CBOECBOE GLOBAL MKTS INC$13K0.04%+951+2.2%
374CPRTCOPART INC$13K0.04%+8,063+2.2%
375WATWATERS CORP$13K0.04%+17,114+68.6%
376XYLXYLEM INC$12K0.04%+2,224+2.2%
377TPRTAPESTRY INC$12K0.04%+871+1.0%
378ONON SEMICONDUCTOR CORP$12K0.04%+3,567+1.8%
379IQVIQVIA HLDGS INC$12K0.04%+1,540+2.2%
380MTDRMATADOR RES CO$12K0.04%+15,180+8.4%
381TSCOTRACTOR SUPPLY CO$12K0.04%+8,845+3.4%
382PPLPPL CORP$12K0.04%+6,750+2.2%
383DOVDOVER CORP$12K0.04%+1,239+2.2%
384TDYTELEDYNE TECHNOLOGIES INC$12K0.04%+426+2.2%
385CNPCENTERPOINT ENERGY INC$12K0.04%+5,947+2.2%
386SFSTIFEL FINL CORP$12K0.04%+61,240+60.9%
387EIXEDISON INTL$12K0.04%+3,472+2.2%
388WTWWILLIS TOWERS WATSON PLC LTD$12K0.04%+875+2.2%
389FEFIRSTENERGY CORP$12K0.04%+5,007+2.2%
390FTITECHNIPFMC PLC$12K0.04%+3,660+2.2%
391EXELEXELIXIS INC$12K0.04%+18,321+7.1%
392EXREXTRA SPACE STORAGE INC$12K0.04%+1,918+2.2%
393JBLJABIL INC$12K0.04%+229+0.5%
394WDAYWORKDAY INC$12K0.04%+414+0.5%
395TPLTEXAS PACIFIC LAND CORPORATI$12K0.04%+521+2.2%
396SNXTD SYNNEX CORPORATION$12K0.04%+4,254+6.5%
397MTGMGIC INVT CORP WIS$12K0.04%+35,941+8.8%
398APAAPA CORPORATION$12K0.04%+15,151+5.9%
399CASYCASEYS GEN STORES INC$12K0.04%+335+2.2%
400SSDSIMPSON MFG INC$11K0.04%+4,945+8.0%
401VRSKVERISK ANALYTICS INC$11K0.04%+1,274+2.2%
402UHSUNIVERSAL HLTH SVCS INC$11K0.04%+4,008+6.7%
403AWKAMERICAN WTR WKS CO INC NEW$11K0.04%+1,776+2.2%
404NTRANATERA INC$11K0.04%+2,150+4.0%
405HUBBHUBBELL INC$11K0.04%+485+2.2%
406INGRINGREDION INC$11K0.04%+7,340+7.9%
407VEEVVEEVA SYS INC$11K0.04%+1,997+3.2%
408BYDBOYD GAMING CORP$11K0.04%+11,414+9.2%
409ESEVERSOURCE ENERGY$11K0.04%+5,132+3.3%
410MTDMETTLER TOLEDO INTERNATIONAL$11K0.03%+187+2.2%
411CFGCITIZENS FINL GROUP INC$11K0.03%+3,911+2.2%
412RGAREINSURANCE GROUP AMER INC$11K0.03%+3,077+6.1%
413QSRRESTAURANT BRANDS INTL INC$11K0.03%+10,473+7.7%
414CWCURTISS WRIGHT CORP$11K0.03%9−0.1%
415VMIVALMONT INDS INC$11K0.03%+1,984+8.0%
416OMCOMNICOM GROUP INC$11K0.03%+480+0.3%
417EXEEXPAND ENERGY CORPORATION$11K0.03%+2,071+2.2%
418FTAIFTAI AVIATION LTD$11K0.03%+933+2.2%
419FICOFAIR ISAAC CORP$11K0.03%+96+1.0%
420CPNGCOUPANG INC$11K0.03%+11,937+2.2%
421STLDSTEEL DYNAMICS INC$11K0.03%+1,247+2.2%
422DXCMDEXCOM INC$11K0.03%+3,564+2.2%
423FISFIDELITY NATL INFORMATION SV$10K0.03%+1,389+0.6%
424BWXTBWX TECHNOLOGIES INC$10K0.03%+1,985+4.1%
425CINFCINCINNATI FINL CORP$10K0.03%+1,402+2.2%
426QQNITY ELECTRONICS INC$10K0.03%+1,910+2.2%
427LYVLIVE NATION ENTERTAINMENT IN$10K0.03%+1,443+2.2%
428PPGPPG INDS INC$10K0.03%+2,048+2.2%
429LPLALPL FINL HLDGS INC$10K0.03%+731+2.2%
430MKLMARKEL GROUP INC$10K0.03%+116+2.2%
431DBXDROPBOX INC$10K0.03%+33,689+8.1%
432CMSCMS ENERGY CORP$10K0.03%+2,765+2.2%
433GTESGATES INDL CORP PLC$10K0.03%+34,753+8.5%
434AVBAVALONBAY CMNTYS INC$10K0.03%+1,294+2.2%
435NNNNNN REIT INC$10K0.03%+17,545+8.1%
436AWIARMSTRONG WORLD INDS INC NEW$10K0.03%+4,417+8.0%
437OHIOMEGA HEALTHCARE INVS INC$10K0.03%+12,164+5.8%
438RFREGIONS FINANCIAL CORP NEW$10K0.03%+795+0.2%
439DRIDARDEN RESTAURANTS INC$10K0.03%+261+0.5%
440CHDCHURCH & DWIGHT CO INC$10K0.03%+2,189+2.2%
441EQREQUITY RESIDENTIAL$10K0.03%+3,456+2.2%
442XPOXPO INC$10K0.03%+1,049+2.2%
443LHLABCORP HOLDINGS INC$10K0.03%+761+2.2%
444NINISOURCE INC$10K0.03%+4,348+2.2%
445EFXEQUIFAX INC$9K0.03%+1,116+2.2%
446VLTOVERALTO CORP$9K0.03%+6,178+6.2%
447XPXP INC$9K0.03%+35,034+7.7%
448STESTERIS PLC$9K0.03%+897+2.2%
449WWDWOODWARD INC$9K0.03%+545+2.2%
450RGLDROYAL GOLD INC$9K0.03%+1,651+4.8%
451STZCONSTELLATION BRANDS INC$9K0.03%+1,298+2.2%
452LOPEGRAND CANYON ED INC$9K0.03%+4,289+8.8%
453ALBALBEMARLE CORP$9K0.03%+1,072+2.2%
454CHRDCHORD ENERGY CORPORATION$9K0.03%+3,936+6.7%
455HUMHUMANA INC$9K0.03%+1,100+2.2%
456SWSMURFIT WESTROCK PLC$9K0.03%+4,751+2.2%
457USFDUS FOODS HLDG CORP$9K0.03%+2,046+2.2%
458VRSNVERISIGN INC$9K0.03%+759+2.2%
459LYBLYONDELLBASELL INDUSTRIES NV$9K0.03%+2,339+2.2%
460ARESARES MANAGEMENT CORPORATION$9K0.03%+1,716+2.2%
461BURLBURLINGTON STORES INC$9K0.03%+576+2.2%
462RDDTREDDIT INC$9K0.03%+4,274+7.1%
463ALSNALLISON TRANSMISSION HLDGS I$9K0.03%+4,507+6.5%
464MTZMASTEC INC$9K0.03%+563+2.2%
465GISGENERAL MILLS INC$9K0.03%+4,865+2.2%
466LDOSLEIDOS HOLDINGS INC$8K0.03%+1,158+2.2%
467CPAYCORPAY INC$8K0.03%+621+2.2%
468PFGPRINCIPAL FINANCIAL GROUP IN$8K0.03%+1,985+2.2%
469ATIATI INC$8K0.03%+1,227+2.2%
470ALABASTERA LABS INC$8K0.03%+4,503+6.3%
471CHRWC H ROBINSON WORLDWIDE IN$8K0.03%+1,069+2.2%
472TROWPRICE T ROWE GROUP INC$8K0.03%+1,975+2.2%
473MDBMONGODB INC$8K0.03%+721+2.2%
474SOFISOFI TECHNOLOGIES INC$8K0.03%+11,057+2.2%
475KHCKRAFT HEINZ CO$8K0.03%+7,788+2.2%
476DDDUPONT DE NEMOURS INC$8K0.03%+3,819+2.2%
477EXPDEXPEDITORS INTL WASH INC$8K0.03%+504+0.9%
478LULULULULEMON ATHLETICA INC$8K0.03%+1,371+2.6%
479CRSCARPENTER TECHNOLOGY CORP$8K0.03%+434+2.2%
480ILMNILLUMINA INC$8K0.03%+1,400+2.2%
481BRBROADRIDGE FINL SOLUTIONS IN$8K0.03%+1,066+2.2%
482NVTNVENT ELEC PLC$8K0.03%+1,452+2.2%
483QGENQIAGEN NV$8K0.03%+200,881NEW
484PKGPACKAGING CORP AMER$8K0.03%+810+2.2%
485IPINTERNATIONAL PAPER CO$8K0.03%+4,777+2.2%
486LENLENNAR CORP$8K0.03%+2,271+2.5%
487IFFINTERNATIONAL FLAVORS&FRAGRA$8K0.03%+2,337+2.2%
488PEVERPURE INC$8K0.03%+4,523+3.5%
489BROBROWN & BROWN INC$8K0.02%+672+0.6%
490KEYKEYCORP$8K0.02%866−0.2%
491LNTALLIANT ENERGY CORP$8K0.02%+2,340+2.2%
492AMCRAMCOR PLC$8K0.02%+197,343NEW
493PEGAPEGASYSTEMS INC$8K0.02%+17,184+10.3%
494SBACSBA COMMUNICATIONS CORP$8K0.02%+345+0.8%
495MRNAMODERNA INC$8K0.02%+3,266+2.2%
496WSTWEST PHARMACEUTICAL SVSC INC$8K0.02%+651+2.2%
497ZBHZIMMER BIOMET HOLDINGS INC$8K0.02%+1,803+2.2%
498ASTSAST SPACEMOBILE INC$8K0.02%+249+0.3%
499FWONKLIBERTY MEDIA CORP DEL$8K0.02%+1,913+2.2%
500NVRNVR INC$8K0.02%+14+1.2%

Source: SEC EDGAR · accession 0001761054-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.