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Institutional

UniSuper Management Pty Ltd

CIK 0001989400
$15.29B
Reported AUM
664
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · UniSuper Management Pty Ltd · Q1 2026

AI · grounded in 13F

UniSuper Management Pty Ltd significantly increased its position in LNT by 1312.86%. The fund also accumulated shares in NEE and [[stock:JNJ], increasing those holdings by 32.98% and 31.63% respectively. Conversely, the fund trimmed several major holdings, most notably reducing its stake in TSLA by 44.12%. Other reductions included GOOGL and AAPL, which decreased by 11.25% and 10.03%.

Portfolio · Q1 2026

NVDA$1.26BAAPL$1.01BMSFT$915.7MAMZNGOOGLAVGOJPMGOOGMETAOther$8.72BUL

Top holdings· first 500 of 664

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%$1.26B8.21%556,027−7.2%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.01B6.63%445,436−10.0%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$915.7M5.99%46,430−1.8%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$602.9M3.94%275,444−8.7%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$462.3M3.02%203,851−11.3%
6AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$460.5M3.01%90,938−5.8%
7JPMJPMORGAN CHASE & CO.$312.370.48%19.84%133.52%$404.8M2.65%29,626−2.1%
8GOOGALPHABET INC$365.76-0.95%109.82%172.71%$349.1M2.28%65,701−5.1%
9METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$343.9M2.25%+11,694+2.0%
10VVISA INC$323.571.06%-11.91%36.33%$223.0M1.46%58,708−7.4%
11MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$216.3M1.41%40,525−8.6%
12BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$203.5M1.33%229,332−5.2%
13CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$180.8M1.18%150,012−6.0%
14NFLXNETFLIX INC$82.180.76%-33.80%58.78%$161.8M1.06%93,693−5.3%
15MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$153.2M1.00%12,756−2.5%
16CCITIGROUP INC$132.47-1.98%73.11%132.92%$147.5M0.96%6,139−0.5%
17AMATAPPLIED MATLS INC$453.01-9.71%173.68%237.67%$145.8M0.95%31,703−6.9%
18LLYELI LILLY & CO$1131.420.55%48.00%387.10%$143.8M0.94%7,989−4.9%
19LMTLOCKHEED MARTIN CORP$523.760.91%12.44%61.26%$137.6M0.90%683−0.3%
20MRKMERCK & CO INC$120.790.44%58.51%82.35%$132.3M0.87%+241+0.0%
21JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$131.3M0.86%+129,113+31.6%
22CRMSALESFORCE INC$185.66-1.64%-31.86%-22.13%$124.1M0.81%81,377−10.9%
23RTXRTX CORPORATION$180.990.88%32.19%132.37%$122.3M0.80%+65+0.0%
24CPCANADIAN PACIFIC KANSAS CITY$89.930.48%10.51%25.53%$114.1M0.75%+69,654+7.2%
25WMT2WELLS FARGO CO NEW$113.6M0.74%454−0.0%
26TRGPTARGA RES CORP$266.070.75%61.66%595.29%$112.2M0.73%+3,079+0.7%
27ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%-19.88%25.58%$107.1M0.70%+119,114+21.2%
28ADIANALOG DEVICES INC$401.39-6.38%83.85%160.94%$106.8M0.70%+42,524+14.5%
29TSLATESLA INC$391.00-6.56%32.48%70.69%$105.0M0.69%222,960−44.1%
30MSMORGAN STANLEY$211.93-2.90%64.65%159.39%$104.2M0.68%+10,265+1.6%
31HONHONEYWELL INTL INC$213.97-1.69%$101.3M0.66%822−0.2%
32NEENEXTERA ENERGY INC$85.840.19%$100.3M0.66%+267,731+33.0%
33MUMICRON TECHNOLOGY INC$864.01-13.25%$100.0M0.65%44,833−13.2%
34ETRENTERGY CORP NEW$110.741.34%$99.8M0.65%+125,441+16.4%
35CLCOLGATE PALMOLIVE CO$88.584.09%$98.2M0.64%+144,462+14.3%
36PBAPEMBINA PIPELINE CORP$49.150.68%$97.5M0.64%+65,961+4.4%
37CSXCSX CORP$46.991.64%$96.2M0.63%+125,191+5.6%
38WMTWALMART INC$118.880.97%$91.5M0.60%+5,393+0.7%
39TAT&T INC$22.75-0.09%$88.3M0.58%201,923−6.2%
40RYROYAL BK CDA$194.04-0.48%$88.1M0.58%+22,403+6.1%
41CNPCENTERPOINT ENERGY INC$42.21-1.12%$82.4M0.54%+227,369+13.5%
42PGPROCTER AND GAMBLE CO$146.544.09%$81.4M0.53%73,565−11.5%
43GEVGE VERNOVA INC$933.61-3.09%$79.6M0.52%+750+0.8%
44UNPUNION PAC CORP$272.323.19%$74.0M0.48%160,787−34.5%
45LVSLAS VEGAS SANDS CORP$50.18-0.14%$73.9M0.48%+169,238+14.1%
46AMDADVANCED MICRO DEVICES INC$466.38-10.86%$73.0M0.48%13,004−3.5%
47CMSCMS ENERGY CORP$71.62-0.58%$70.5M0.46%+7,869+0.9%
48WELLWELLTOWER INC$206.933.03%$66.9M0.44%35,798−9.6%
49TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$65.6M0.43%+587+0.4%
50LNGCHENIERE ENERGY INC$63.3M0.41%+2,522+1.1%
51SHWSHERWIN WILLIAMS CO$305.301.74%$63.2M0.41%68−0.0%
52TXNTEXAS INSTRS INC$285.06-6.65%$62.5M0.41%11,109−3.3%
53ORCLORACLE CORP$213.68-9.59%$62.3M0.41%179,503−29.8%
54ABBVABBVIE INC$227.231.02%$61.1M0.40%+27,941+11.0%
55AEEAMEREN CORP$109.272.13%$60.2M0.39%+3,943+0.7%
56ROKROCKWELL AUTOMATION INC$446.71-3.36%$59.8M0.39%+72+0.0%
57FEFIRSTENERGY CORP$46.421.71%$59.3M0.39%+8,231+0.7%
58GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$58.8M0.38%+333+0.5%
59TDTORONTO DOMINION BK ONT$113.16-0.52%$58.7M0.38%+4,300+1.0%
60BRK/BBERKSHIRE HATHAWAY INC DEL$56.9M0.37%+2,310+2.0%
61KEYSKEYSIGHT TECHNOLOGIES INC$329.83-3.87%$56.6M0.37%75,425−27.3%
62IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$56.2M0.37%+135+0.1%
63DEDEERE & CO$583.44-1.40%$54.8M0.36%11,852−10.9%
64PEPPEPSICO INC$141.92-0.16%$54.4M0.36%7,236−2.0%
65KOCOCA COLA CO$79.483.46%$54.4M0.36%+24,493+3.5%
66PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$53.6M0.35%+207,766+131.1%
67ABTABBOTT LABS$91.070.32%$53.0M0.35%64,956−11.2%
68PLDPROLOGIS INC.$144.540.52%$52.5M0.34%+1,878+0.5%
69EQIXEQUINIX INC$1080.95-0.75%$51.8M0.34%2,467−4.5%
70XOMEXXON MOBIL CORP$149.92-1.39%$49.9M0.33%403−0.1%
71BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$45.2M0.30%41,014−5.4%
72LRCXLAM RESEARCH CORP$303.28-9.85%$44.8M0.29%14,256−6.4%
73PCGPG&E CORP$17.111.72%$44.8M0.29%+9,659+0.4%
74UBERUBER TECHNOLOGIES INC$70.71-2.08%$44.1M0.29%131,144−17.6%
75CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$43.5M0.28%2,700−1.7%
76GILDGILEAD SCIENCES INC$129.16-0.02%$42.9M0.28%129,596−29.6%
77CCICROWN CASTLE INC$94.490.75%$42.5M0.28%+5,223+1.0%
78AMTAMERICAN TOWER CORP NEW$194.120.11%$42.3M0.28%67,665−21.6%
79VRTVERTIV HOLDINGS CO$300.51-7.23%$41.9M0.27%+69,015+70.3%
80NOWSERVICENOW INC$112.45-5.79%$39.9M0.26%31,498−7.6%
81CEGCONSTELLATION ENERGY CORP$254.83-3.69%$38.1M0.25%+1,876+1.4%
82PPLPPL CORP$35.760.06%$37.4M0.24%472,888−32.5%
83DLRDIGITAL RLTY TR INC$186.79-1.01%$36.4M0.24%19,222−8.7%
84NEMNEWMONT CORP$99.71-7.96%$36.2M0.24%98,302−22.7%
85BKNGBOOKING HOLDINGS INC$165.84-0.99%$35.9M0.23%1,206−12.4%
86LNTALLIANT ENERGY CORP$72.63-0.33%$35.7M0.23%+462,035+1312.9%
87ZTSZOETIS INC$79.35-0.11%$35.0M0.23%+160,334+118.0%
88INTCINTEL CORP$99.17-11.28%$34.2M0.22%22,207−2.8%
89KLACKLA CORP$1929.20-9.47%$33.7M0.22%830−3.5%
90AMGNAMGEN INC$349.581.15%$31.4M0.21%6,611−6.9%
91COSTCOSTCO WHSL CORP NEW$971.87-0.05%$31.4M0.21%+481+1.6%
92AXPAMERICAN EXPRESS CO$310.66-0.60%$30.8M0.20%13,118−11.4%
93QUREQUANTA SVCS INC$26.45-5.50%$30.7M0.20%+1,906+3.5%
94DHRDANAHER CORPORATION$184.30-1.25%$30.7M0.20%+1,180+0.7%
95WMWASTE MGMT INC DEL$220.400.63%$30.1M0.20%447−0.3%
96RSGREPUBLIC SVCS INC$210.041.02%$30.0M0.20%727−0.5%
97ANETARISTA NETWORKS INC$154.27-7.07%$29.7M0.19%12,179−4.8%
98AEMAGNICO EAGLE MINES LTD$163.66-7.41%$29.6M0.19%+95,233+981.8%
99FCXFREEPORT-MCMORAN INC$63.37-9.07%$29.6M0.19%+159,297+46.2%
100ECLECOLAB INC$28.9M0.19%25,723−19.1%
101MCKMCKESSON CORP$28.5M0.19%6,243−15.9%
102QCOMQUALCOMM INC$28.3M0.19%21,936−9.1%
103HCAHCA HEALTHCARE INC$28.2M0.18%13,080−18.0%
104CVXCHEVRON CORP NEW$27.9M0.18%1,076−0.8%
105APHAMPHENOL CORP NEW$27.7M0.18%+1,184+0.5%
106DISDISNEY WALT CO$25.3M0.17%+866+0.3%
107CTVACORTEVA INC$25.1M0.16%+11,683+4.1%
108CATCATERPILLAR INC$23.7M0.15%56−0.2%
109XYLXYLEM INC$23.5M0.15%+756+0.4%
110HDHOME DEPOT INC$23.5M0.15%+1,202+1.7%
111TGTTARGET CORP$23.0M0.15%+145,577+331.5%
112OTISOTIS WORLDWIDE CORP$22.3M0.15%214−0.1%
113PANWPALO ALTO NETWORKS INC$21.7M0.14%+12,736+10.4%
114GEGE AEROSPACE$21.4M0.14%7−0.0%
115FDXFEDEX CORP$21.0M0.14%+39,626+204.9%
116INTUINTUIT$20.5M0.13%34,926−42.5%
117AVBAVALONBAY CMNTYS INC$19.9M0.13%173−0.1%
118SBACSBA COMMUNICATIONS CORP NEW$19.4M0.13%38,496−25.5%
119MCOMOODYS CORP$19.1M0.12%6,536−13.0%
120ORLYOREILLY AUTOMOTIVE INC$18.8M0.12%43,913−17.8%
121DELLDELL TECHNOLOGIES INC$18.5M0.12%4,797−4.1%
122KMBKIMBERLY-CLARK CORP$18.4M0.12%+16,366+9.4%
123BBARRICK MNG CORP$18.4M0.12%143,839−30.8%
124GLWCORNING INC$18.4M0.12%12,483−8.5%
125APPAPPLOVIN CORP$18.0M0.12%2,266−4.8%
126SPGSIMON PPTY GROUP INC NEW$17.9M0.12%+1,184+1.2%
127UNHUNITEDHEALTH GROUP INC$17.8M0.12%+1,526+2.4%
128TTWOTAKE-TWO INTERACTIVE SOFTWAR$17.3M0.11%18,656−17.5%
129METMETLIFE INC$17.2M0.11%+888+0.4%
130HPEHEWLETT PACKARD ENTERPRISE C$17.2M0.11%9,510−1.3%
131ADBEADOBE INC$17.1M0.11%5,439−7.2%
132CRWDCROWDSTRIKE HLDGS INC$16.8M0.11%2,297−5.1%
133OREALTY INCOME CORP$16.6M0.11%702−0.3%
134WDCWESTERN DIGITAL CORP$16.0M0.10%7,526−11.3%
135TJXTJX COS INC NEW$15.9M0.10%+16,262+19.6%
136ADPAUTOMATIC DATA PROCESSING IN$15.7M0.10%10,979−12.5%
137VZVERIZON COMMUNICATIONS INC$15.6M0.10%3,984−1.3%
138FFIVF5 INC$15.0M0.10%+5,912+12.8%
139SNDKSANDISK CORP$14.4M0.09%3,735−14.2%
140RMDRESMED INC$14.0M0.09%4,801−7.2%
141CVNACARVANA CO$13.9M0.09%9,547−17.7%
142MSIMOTOROLA SOLUTIONS INC$13.9M0.09%+36+0.1%
143DDDUPONT DE NEMOURS INC$13.8M0.09%+243,243+417.8%
144SNPSSYNOPSYS INC$13.1M0.09%1,483−4.3%
145SBUXSTARBUCKS CORP$12.9M0.08%2,051−1.4%
146PSAPUBLIC STORAGE OPER CO$12.9M0.08%344−0.7%
147PKGPACKAGING CORP AMER$12.6M0.08%943−1.6%
148MELIMERCADOLIBRE INC$12.6M0.08%8,934−55.1%
149COPCONOCOPHILLIPS$12.4M0.08%2,375−2.5%
150ISRGINTUITIVE SURGICAL INC$12.3M0.08%+492+1.9%
151PFEPFIZER INC$12.1M0.08%+324+0.1%
152SCHWSCHWAB CHARLES CORP$12.0M0.08%+1,222+1.0%
153BLKBLACKROCK INC$11.9M0.08%+1,616+15.0%
154BABOEING CO$11.7M0.08%+1,935+3.4%
155VTRVENTAS INC$11.7M0.08%482−0.3%
156BWABORGWARNER INC$11.6M0.08%HELD
157AWKAMERICAN WTR WKS CO INC NEW$11.0M0.07%20,080−19.8%
158VMIVALMONT INDS INC$10.3M0.07%HELD
159FELEFRANKLIN ELEC INC$10.3M0.07%HELD
160STLDSTEEL DYNAMICS INC$10.2M0.07%1,012−1.7%
161LOWLOWES COS INC$10.2M0.07%+211+0.5%
162CIENCIENA CORP$10.1M0.07%+23,297+832.0%
163SPGIS&P GLOBAL INC$10.0M0.07%+217+0.9%
164STNSTANTEC INC$9.7M0.06%HELD
165MRVLMARVELL TECHNOLOGY INC$9.6M0.06%HELD
166BMYBRISTOL-MYERS SQUIBB CO$9.6M0.06%3,145−1.9%
167MPWRMONOLITHIC PWR SYS INC$9.6M0.06%692−7.3%
168FTNTFORTINET INC$9.5M0.06%8,635−6.9%
169IRMIRON MTN INC DEL$9.4M0.06%3,165−3.3%
170ADSKAUTODESK INC$9.3M0.06%2,287−5.6%
171LITELUMENTUM HLDGS INC$9.2M0.06%+13,156NEW
172REXREX AMERICAN RES CORP$9.2M0.06%HELD
173VICIVICI PPTYS INC$9.2M0.06%1,173−0.3%
174CMECME GROUP INC$9.1M0.06%+2,047+7.1%
175PGRPROGRESSIVE CORP$9.1M0.06%+727+1.6%
176FSLRFIRST SOLAR INC$9.0M0.06%291−0.6%
177COFCAPITAL ONE FINL CORP$8.9M0.06%+584+1.2%
178PHPARKER-HANNIFIN CORP$8.9M0.06%+11+0.1%
179SYKSTRYKER CORPORATION$8.8M0.06%+114+0.4%
180VRTXVERTEX PHARMACEUTICALS INC$8.8M0.06%334−1.7%
181EXREXTRA SPACE STORAGE INC$8.7M0.06%1,172−1.7%
182TERTERADYNE INC$8.5M0.06%4,425−13.3%
183MARMARRIOTT INTL INC NEW$8.4M0.05%+6,004+30.5%
184SOSOUTHERN CO$8.4M0.05%1,697−1.9%
185DTDYNATRACE INC$8.3M0.05%5,100−2.2%
186CMCSACOMCAST CORP NEW$8.1M0.05%6,988−2.4%
187DUKDUKE ENERGY CORP NEW$8.1M0.05%1,280−2.0%
188TMUST-MOBILE US INC$8.0M0.05%855−2.2%
189CLHCLEAN HARBORS INC$8.0M0.05%HELD
190COHRCOHERENT CORP$7.9M0.05%+33,097NEW
191BKBANK NEW YORK MELLON CORP$7.5M0.05%+5,076+8.8%
192NOCNORTHROP GRUMMAN CORP$7.3M0.05%644−5.7%
193CVSCVS HEALTH CORP$7.3M0.05%+230+0.2%
194HWMHOWMET AEROSPACE INC$7.3M0.05%1,731−5.2%
195ROPROPER TECHNOLOGIES INC$7.2M0.05%912−4.3%
196EQREQUITY RESIDENTIAL$7.2M0.05%598−0.5%
197WMBWILLIAMS COS INC$7.2M0.05%3,838−3.7%
198DDOGDATADOG INC$7.2M0.05%2,344−3.7%
199CORCENCORA INC$7.1M0.05%+7,001+45.0%
200CTASCINTAS CORP$7.0M0.05%+11,176+37.0%
201BXBLACKSTONE INC$7.0M0.05%+3,825+6.7%
202GDGENERAL DYNAMICS CORP$6.9M0.05%125−0.6%
203MRSHMARSH & MCLENNAN COS INC$6.9M0.04%477−1.2%
204GFLGFL ENVIRONMENTAL INC$6.8M0.04%HELD
205MCHPMICROCHIP TECHNOLOGY INC.$6.8M0.04%6,860−6.2%
206REGNREGENERON PHARMACEUTICALS$6.6M0.04%62−0.7%
207EOGEOG RES INC$6.6M0.04%2,084−4.4%
208AMEAMETEK INC$6.5M0.04%+8,322+37.9%
209SLBSCHLUMBERGER LTD$6.5M0.04%6,242−4.7%
210VLOVALERO ENERGY CORP$6.4M0.04%2,132−7.6%
211MMM3M CO$6.4M0.04%368−0.8%
212ENSENERSYS$6.3M0.04%HELD
213WABWABTEC$6.3M0.04%+7,980+46.1%
214PSXPHILLIPS 66$6.3M0.04%1,645−4.6%
215MDLZMONDELEZ INTL INC$6.3M0.04%1,259−1.1%
216DBXDROPBOX INC$6.3M0.04%HELD
217CLXCLOROX CO DEL$6.2M0.04%17,023−22.0%
218CMICUMMINS INC$6.2M0.04%133−1.1%
219MPCMARATHON PETE CORP$6.2M0.04%2,024−7.4%
220AYIACUITY INC$6.1M0.04%HELD
221EMREMERSON ELEC CO$6.1M0.04%316−0.7%
222UPSUNITED PARCEL SERVICE INC$6.1M0.04%156−0.3%
223CITHE CIGNA GROUP$6.0M0.04%80−0.4%
224HLTHILTON WORLDWIDE HLDGS INC$6.0M0.04%601−2.9%
225ROSTROSS STORES INC$6.0M0.04%1,303−4.5%
226AEPAMERICAN ELEC PWR CO INC$5.9M0.04%1,879−4.0%
227CTSHCOGNIZANT TECHNOLOGY SOLUTIO$5.9M0.04%3,844−3.9%
228ITWILLINOIS TOOL WKS INC$5.9M0.04%572−2.5%
229OLEDUNIVERSAL DISPLAY CORP$5.8M0.04%HELD
230GMGENERAL MTRS CO$5.8M0.04%993−1.3%
231YUMYUM BRANDS INC$5.7M0.04%+9,415+34.4%
232WBDWARNER BROS DISCOVERY INC$5.7M0.04%+12,106+6.2%
233FIXCOMFORT SYS USA INC$5.7M0.04%+533+14.8%
234KMIKINDER MORGAN INC DEL$5.7M0.04%8,969−5.0%
235JBLJABIL INC$5.7M0.04%2,523−10.6%
236ELVELEVANCE HEALTH INC$5.6M0.04%+363+1.9%
237APDAIR PRODS & CHEMS INC$5.6M0.04%923−4.6%
238BXPBXP INC$5.6M0.04%+1,574+1.5%
239SRESEMPRA$5.5M0.04%788−1.4%
240WDAYWORKDAY INC$5.5M0.04%50,178−54.1%
241TDGTRANSDIGM GROUP INC$5.5M0.04%+31+0.7%
242TDYTELEDYNE TECHNOLOGIES INC$5.5M0.04%+3,551+64.0%
243NSCNORFOLK SOUTHN CORP$5.5M0.04%224−1.2%
244LHXL3HARRIS TECHNOLOGIES INC$5.5M0.04%1,090−6.4%
245TRVTRAVELERS COMPANIES INC$5.4M0.04%1,045−5.3%
246KKRKKR & CO INC$5.4M0.04%+5,398+10.1%
247BOXBOX INC$5.4M0.04%HELD
248NKENIKE INC$5.4M0.04%+3,130+3.2%
249ESSESSEX PPTY TR INC$5.3M0.03%194−0.9%
250BKRBAKER HUGHES COMPANY$5.3M0.03%5,522−6.0%
251PCARPACCAR INC$5.3M0.03%567−1.2%
252IDCCINTERDIGITAL INC$5.3M0.03%HELD
253CBOECBOE GLOBAL MKTS INC$5.2M0.03%+6,632+55.7%
254WYWEYERHAEUSER CO MTN BE$5.2M0.03%5,292−2.4%
255KIMKIMCO RLTY CORP$5.2M0.03%11,186−4.6%
256INVHINVITATION HOMES INC$5.2M0.03%1,545−0.7%
257IDXXIDEXX LABS INC$5.2M0.03%+1,972+27.3%
258FICOFAIR ISAAC CORP$5.1M0.03%23−0.5%
259ONON SEMICONDUCTOR CORP$5.1M0.03%9,745−10.6%
260IPINTERNATIONAL PAPER CO$5.1M0.03%2,038−1.4%
261OKEONEOK INC NEW$5.1M0.03%2,311−3.9%
262AJGGALLAGHER ARTHUR J & CO$5.0M0.03%+522+2.3%
263MAAMID-AMER APT CMNTYS INC$4.9M0.03%492−1.2%
264ALLALLSTATE CORP$4.9M0.03%311−1.3%
265AZOAUTOZONE INC$4.9M0.03%8−0.6%
266DASHDOORDASH INC$4.9M0.03%+1,672+5.4%
267CBRECBRE GROUP INC$4.8M0.03%+7,694+27.8%
268ABNBAIRBNB INC$4.8M0.03%864−2.2%
269FASTFASTENAL CO$4.8M0.03%218,549−68.0%
270REGREGENCY CTRS CORP$4.8M0.03%3,085−4.7%
271AFLAFLAC INC$4.8M0.03%291−0.7%
272DDOMINION ENERGY INC$4.7M0.03%2,204−2.8%
273APOAPOLLO GLOBAL MGMT INC$4.7M0.03%+3,444+9.0%
274MNSTMONSTER BEVERAGE CORP NEW$4.6M0.03%494−0.8%
275HOODROBINHOOD MKTS INC$4.6M0.03%+6,760+11.3%
276TWLOTWILIO INC$4.6M0.03%HELD
277CAHCARDINAL HEALTH INC$4.6M0.03%811−3.6%
278OXYOCCIDENTAL PETE CORP$4.6M0.03%7,969−10.2%
279EXCEXELON CORP$4.5M0.03%3,430−3.6%
280ACIWACI WORLDWIDE INC$4.5M0.03%HELD
281VRSNVERISIGN INC$4.5M0.03%1,337−6.9%
282HSTHOST HOTELS & RESORTS INC$4.5M0.03%8,643−3.6%
283ORAORMAT TECHNOLOGIES INC$4.5M0.03%HELD
284GWWGRAINGER W W INC$4.4M0.03%127−3.0%
285NTAPNETAPP INC$4.4M0.03%1,215−2.7%
286EMEEMCOR GROUP INC$4.4M0.03%+1,245+26.2%
287VSTVISTRA CORP$4.4M0.03%+72+0.2%
288EAELECTRONIC ARTS INC$4.3M0.03%455−2.1%
289XELXCEL ENERGY INC$4.3M0.03%1,286−2.3%
290URIUNITED RENTALS INC$4.3M0.03%HELD
291EWEDWARDS LIFESCIENCES CORP$4.3M0.03%1,697−3.1%
292SYYSYSCO CORP$4.2M0.03%+9,951+20.1%
293BMIBADGER METER INC$4.2M0.03%HELD
294DOCHEALTHPEAK PROPERTIES INC$4.2M0.03%6,968−2.7%
295BDXBECTON DICKINSON & CO$4.2M0.03%+848+3.3%
296FFORD MTR CO$4.2M0.03%+5,153+1.4%
297IBKRINTERACTIVE BROKERS GROUP IN$4.1M0.03%+14,066+29.6%
298CARRCARRIER GLOBAL CORPORATION$4.1M0.03%3,367−4.4%
299UDRUDR INC$4.0M0.03%3,362−2.7%
300HPQHP INC$4.0M0.03%1,238−0.6%
301PYPLPAYPAL HLDGS INC$4.0M0.03%+5,535+6.7%
302KRKROGER CO$4.0M0.03%5,868−9.6%
303AMPAMERIPRISE FINL INC$4.0M0.03%+51+0.6%
304CMGCHIPOTLE MEXICAN GRILL INC$4.0M0.03%3,225−2.5%
305EBAYEBAY INC.$3.9M0.03%2,679−5.8%
306PEGPUBLIC SVC ENTERPRISE GRP IN$3.9M0.03%1,184−2.4%
307EDCONSOLIDATED EDISON INC$3.9M0.03%2,468−6.7%
308AIGAMERICAN INTL GROUP INC$3.9M0.03%267−0.5%
309ROLROLLINS INC$3.9M0.03%+32,766+83.2%
310SHOPSHOPIFY INC$3.8M0.03%HELD
311RJFRAYMOND JAMES FINL INC$3.8M0.03%+6,830+34.8%
312MSCIMSCI INC$3.8M0.03%246−3.3%
313EQTEQT CORP$3.8M0.02%2,050−3.3%
314HHHHOWARD HUGHES HOLDINGS INC$3.8M0.02%HELD
315FANGDIAMONDBACK ENERGY INC$3.8M0.02%1,239−6.1%
316NUENUCOR CORP$3.8M0.02%706−3.0%
317PTCPTC INC$3.8M0.02%1,287−4.7%
318HIGHARTFORD INSURANCE GROUP INC$3.7M0.02%668−2.4%
319WECWEC ENERGY GROUP INC$3.7M0.02%1,389−4.1%
320NDAQNASDAQ INC$3.7M0.02%+1,978+4.7%
321CPTCAMDEN PPTY TR$3.7M0.02%954−2.5%
322DHID R HORTON INC$3.7M0.02%+104+0.4%
323CDWCDW CORP$3.6M0.02%451−1.5%
324VMCVULCAN MATLS CO$3.6M0.02%+294+2.3%
325ACGLARCH CAP GROUP LTD$3.6M0.02%1,212−3.2%
326ODFLOLD DOMINION FREIGHT LINE IN$3.6M0.02%2,116−10.4%
327ADMARCHER DANIELS MIDLAND CO$3.6M0.02%4,809−9.0%
328COINCOINBASE GLOBAL INC$3.5M0.02%+1,816+9.8%
329DALDELTA AIR LINES INC DEL$3.5M0.02%+1,772+3.4%
330TRMBTRIMBLE INC$3.5M0.02%1,167−2.1%
331AKAMAKAMAI TECHNOLOGIES INC$3.5M0.02%5,400−14.9%
332NTNXNUTANIX INC$3.5M0.02%4,300−4.4%
333PRUPRUDENTIAL FINL INC$3.5M0.02%+1,228+3.5%
334SUISUN CMNTYS INC$3.5M0.02%+300+1.1%
335KDPKEURIG DR PEPPER INC$3.5M0.02%1,570−1.2%
336MLMMARTIN MARIETTA MATLS INC$3.5M0.02%+15+0.3%
337STTSTATE STR CORP$3.5M0.02%673−2.4%
338TYLTYLER TECHNOLOGIES INC$3.4M0.02%32−0.3%
339BLDTOPBUILD CORP$3.4M0.02%HELD
340HALHALLIBURTON CO$3.4M0.02%11,157−11.3%
341FRTFEDERAL RLTY INVT TR NEW$3.4M0.02%1,957−5.8%
342KVUEKENVUE INC$3.4M0.02%5,751−2.9%
343GEHCGE HEALTHCARE TECHNOLOGIES I$3.3M0.02%+1,195+2.6%
344AAGILENT TECHNOLOGIES INC$3.3M0.02%+1,286+4.6%
345DVNDEVON ENERGY CORP NEW$3.3M0.02%8,875−11.9%
346WPCWP CAREY INC$3.3M0.02%+300+0.6%
347XYZBLOCK INC$3.3M0.02%2,094−3.7%
348DOWDOW INC$3.3M0.02%16,384−17.2%
349ULTAULTA BEAUTY INC$3.3M0.02%+1,274+25.4%
350DTEDTE ENERGY CO$3.2M0.02%1,623−6.9%
351HSYHERSHEY CO$3.2M0.02%1,588−9.4%
352ATOATMOS ENERGY CORP$3.2M0.02%908−5.0%
353ENBENBRIDGE INC$3.2M0.02%HELD
354AXONAXON ENTERPRISE INC$3.2M0.02%+313+4.4%
355FISVFISERV INC$3.2M0.02%+598+1.1%
356CNMCORE & MAIN INC$3.1M0.02%HELD
357PAYXPAYCHEX INC$3.1M0.02%103,493−75.2%
358IRINGERSOLL RAND INC$3.1M0.02%920−2.3%
359CPRTCOPART INC$3.1M0.02%+1,516+1.7%
360DOVDOVER CORP$3.1M0.02%267−1.8%
361WATWATERS CORP$3.1M0.02%+3,348+48.1%
362IQVIQVIA HLDGS INC$3.1M0.02%+1,377+8.3%
363NRGNRG ENERGY INC$3.0M0.02%+108+0.5%
364CCL1EURCARNIVAL CORP$3.0M0.02%875−0.7%
365AREALEXANDRIA REAL ESTATE EQ IN$3.0M0.02%6,570−9.2%
366EIXEDISON INTL$3.0M0.02%5,296−11.4%
367TPRTAPESTRY INC$3.0M0.02%2,740−11.4%
368CTRACOTERRA ENERGY INC$3.0M0.02%9,100−9.6%
369EXPEEXPEDIA GROUP INC$2.9M0.02%+354+2.9%
370ITGARTNER INC$2.9M0.02%+570+3.2%
371EXEEXPAND ENERGY CORPORATION$2.9M0.02%+1,043+4.1%
372MTDMETTLER TOLEDO INTERNATIONAL$2.9M0.02%+33+1.5%
373NTRSNORTHERN TR CORP$2.9M0.02%964−4.5%
374VRSKVERISK ANALYTICS INC$2.9M0.02%117−0.8%
375HUBBHUBBELL INC$2.9M0.02%317−5.1%
376MHKMOHAWK INDS INC$2.9M0.02%HELD
377GDDYGODADDY INC$2.9M0.02%+1,274+3.8%
378BIIBBIOGEN INC$2.9M0.02%855−5.2%
379TPLTEXAS PACIFIC LAND CORPORATI$2.8M0.02%1,823−23.3%
380ESEVERSOURCE ENERGY$2.8M0.02%2,700−6.2%
381ITRIITRON INC$2.8M0.02%HELD
382SYFSYNCHRONY FINANCIAL$2.8M0.02%+2,941+7.7%
383FDPFRESH DEL MONTE PRODUCE INC$2.8M0.02%HELD
384ZBRAZEBRA TECHNOLOGIES CORPORATI$2.8M0.02%+82+0.6%
385CNQCANADIAN NAT RES LTD$2.8M0.02%HELD
386DXCMDEXCOM INC$2.7M0.02%1,056−2.4%
387ARESARES MANAGEMENT CORPORATION$2.7M0.02%+3,983+18.8%
388PPGPPG INDS INC$2.7M0.02%1,319−4.9%
389DGDOLLAR GEN CORP NEW$2.7M0.02%1,839−7.4%
390OMCOMNICOM GROUP INC$2.7M0.02%1,325−3.5%
391UALUNITED AIRLS HLDGS INC$2.7M0.02%+1,399+5.0%
392GLPIGAMING & LEISURE PPTYS INC$2.7M0.02%+400+0.7%
393FISFIDELITY NATL INFORMATION SV$2.7M0.02%+4,230+7.9%
394LYVLIVE NATION ENTERTAINMENT IN$2.7M0.02%1,905−9.7%
395OHIOMEGA HEALTHCARE INVS INC$2.7M0.02%+400+0.7%
396CINFCINCINNATI FINL CORP$2.7M0.02%914−5.1%
397TSCOTRACTOR SUPPLY CO$2.7M0.02%196−0.3%
398GENGEN DIGITAL INC$2.7M0.02%+2,888+2.1%
399LHLABCORP HOLDINGS INC$2.6M0.02%506−4.9%
400SMCISUPER MICRO COMPUTER INC$2.6M0.02%5,927−4.9%
401BMOBANK MONTREAL QUE$2.6M0.02%HELD
402PHMPULTE GROUP INC$2.6M0.02%562−2.5%
403VLTOVERALTO CORP$2.6M0.02%62−0.2%
404CFCF INDS HLDGS INC$2.6M0.02%6,793−25.4%
405NINISOURCE INC$2.6M0.02%4,301−7.2%
406DRIDARDEN RESTAURANTS INC$2.6M0.02%1,364−9.4%
407HUMHUMANA INC$2.6M0.02%+1,878+14.5%
408EFXEQUIFAX INC$2.6M0.02%+111+0.8%
409WSMWILLIAMS SONOMA INC$2.6M0.02%459−3.2%
410STZCONSTELLATION BRANDS INC$2.5M0.02%1,494−8.1%
411CHDCHURCH & DWIGHT CO INC$2.5M0.02%3,524−11.5%
412DGXQUEST DIAGNOSTICS INC$2.5M0.02%945−6.8%
413DLTRDOLLAR TREE INC$2.5M0.02%42−0.2%
414ELSEQUITY LIFESTYLE PPTYS INC$2.5M0.02%2,800−6.5%
415IFFINTERNATIONAL FLAVORS&FRAGRA$2.4M0.02%1,422−4.1%
416CPAYCORPAY INC$2.4M0.02%312−3.6%
417TROWPRICE T ROWE GROUP INC$2.4M0.02%+612+2.3%
418EXPDEXPEDITORS INTL WASH INC$2.4M0.02%197−1.2%
419MIRMIRION TECHNOLOGIES INC$2.4M0.02%HELD
420TSNTYSON FOODS INC$2.4M0.02%2,495−6.2%
421WRBBERKLEY W R CORP$2.4M0.02%1,328−3.5%
422SNASNAP ON INC$2.4M0.02%449−6.4%
423CMCANADIAN IMPERIAL BK COMM$2.4M0.02%HELD
424PFGPRINCIPAL FINANCIAL GROUP IN$2.4M0.02%964−3.5%
425EVRGEVERGY INC$2.4M0.02%2,549−8.1%
426LLOEWS CORP$2.4M0.02%1,711−7.2%
427KHCKRAFT HEINZ CO$2.4M0.02%2,245−2.1%
428WSTWEST PHARMACEUTICAL SVSC INC$2.4M0.02%+91+1.0%
429NVRNVR INC$2.4M0.02%+5+1.4%
430BROBROWN & BROWN INC$2.3M0.02%+1,451+4.2%
431GISGENERAL MLS INC$2.3M0.02%+539+0.9%
432CHRWC H ROBINSON WORLDWIDE INC$2.3M0.02%1,401−9.1%
433CHTRCHARTER COMMUNICATIONS INC N$2.3M0.02%1,102−9.3%
434BNSBANK NOVA SCOTIA HALIFAX$2.3M0.02%HELD
435CWSTCASELLA WASTE SYS INC$2.3M0.02%HELD
436LDOSLEIDOS HOLDINGS INC$2.3M0.02%73−0.5%
437BRBROADRIDGE FINL SOLUTIONS IN$2.3M0.01%+668+5.0%
438LENLENNAR CORP$2.3M0.01%+1,597+6.5%
439SATSECHOSTAR CORP$2.3M0.01%+16,237+523.8%
440JBHTHUNT J B TRANS SVCS INC$2.3M0.01%669−5.9%
441ZBHZIMMER BIOMET HOLDINGS INC$2.3M0.01%1,088−4.2%
442FTVFORTIVE CORP$2.2M0.01%3,918−8.8%
443HO1HOLOGIC INC$2.2M0.01%1,415−4.6%
444BNBROOKFIELD CORP$2.2M0.01%HELD
445ALBALBEMARLE CORP$2.2M0.01%2,459−16.6%
446SUSUNCOR ENERGY INC NEW$2.2M0.01%HELD
447SWKSSKYWORKS SOLUTIONS INC$2.2M0.01%+508+1.3%
448LPXLOUISIANA PAC CORP$2.2M0.01%HELD
449CSGPCOSTAR GROUP INC$2.2M0.01%+7,023+15.1%
450APAAPA CORPORATION$2.2M0.01%12,726−20.0%
451LULULULULEMON ATHLETICA INC$2.2M0.01%+298+2.2%
452BALLBALL CORP$2.2M0.01%7,513−17.1%
453INCYINCYTE CORP$2.1M0.01%719−3.1%
454EPAMEPAM SYS INC$2.1M0.01%+1,329+9.3%
455GPNGLOBAL PMTS INC$2.1M0.01%+13+0.0%
456CNCCENTENE CORP DEL$2.1M0.01%670−1.0%
457DECKDECKERS OUTDOOR CORP$2.1M0.01%1,316−6.0%
458TXTTEXTRON INC$2.1M0.01%2,725−10.3%
459JJACOBS SOLUTIONS INC$2.1M0.01%587−3.5%
460GPCGENUINE PARTS CO$2.0M0.01%+1,040+5.7%
461EGPEASTGROUP PPTYS INC$2.0M0.01%+100+0.9%
462EGEVEREST GROUP LTD$2.0M0.01%420−6.3%
463ELLAUDER ESTEE COS INC$2.0M0.01%+1,621+6.1%
464IEXIDEX CORP$2.0M0.01%1,214−10.2%
465LIILENNOX INTL INC$2.0M0.01%155−3.4%
466COOCOOPER COS INC$2.0M0.01%96−0.3%
467NDSNNORDSON CORP$2.0M0.01%1,239−14.1%
468AVYAVERY DENNISON CORP$2.0M0.01%837−6.8%
469AMHAMERICAN HOMES 4 RENT$2.0M0.01%5,200−6.8%
470BBYBEST BUY INC$2.0M0.01%+1,470+5.0%
471PODDINSULET CORP$1.9M0.01%+582+6.7%
472LUVSOUTHWEST AIRLS CO$1.9M0.01%4,727−8.5%
473MASMASCO CORP$1.9M0.01%1,507−4.6%
474MRNAMODERNA INC$1.9M0.01%21,467−36.8%
475VTRSVIATRIS INC$1.8M0.01%25,827−16.0%
476BRXBRIXMOR PPTY GROUP INC$1.8M0.01%+600+1.0%
477JKHYHENRY JACK & ASSOC INC$1.8M0.01%+32+0.3%
478MKCMCCORMICK & CO INC$1.8M0.01%193−0.5%
479TKOTKO GROUP HOLDINGS INC$1.8M0.01%443−4.8%
480DPZDOMINOS PIZZA INC$1.8M0.01%57−1.1%
481RLRALPH LAUREN CORP$1.8M0.01%143−2.7%
482ADCAGREE RLTY CORP$1.8M0.01%HELD
483TRPTC ENERGY CORP$1.8M0.01%HELD
484HIIHUNTINGTON INGALLS INDS INC$1.7M0.01%1,056−18.7%
485SOLVSOLVENTUM CORP$1.7M0.01%+1,473+5.9%
486UHSUNIVERSAL HLTH SVCS INC$1.7M0.01%+469+5.1%
487AHRAMERICAN HEALTHCARE REIT INC$1.7M0.01%+2,100+6.1%
488CUBECUBESMART$1.7M0.01%+500+1.1%
489HASHASBRO INC$1.7M0.01%3,280−15.2%
490CTRECARETRUST REIT INC$1.7M0.01%+500+1.1%
491ALGNALIGN TECHNOLOGY INC$1.7M0.01%805−7.5%
492PNWPINNACLE WEST CAP CORP$1.7M0.01%3,080−15.5%
493GLGLOBE LIFE INC$1.7M0.01%982−7.6%
494NNNNNN REIT INC$1.7M0.01%+900+2.3%
495DOCSDOXIMITY INC$1.7M0.01%HELD
496AIZASSURANT INC$1.7M0.01%540−6.6%
497IVZINVESCO LTD$1.6M0.01%+926+1.4%
498WPMWHEATON PRECIOUS METALS CORP$1.6M0.01%HELD
499BLDRBUILDERS FIRSTSOURCE INC$1.6M0.01%+1,016+5.5%
500MFCMANULIFE FINL CORP$1.6M0.01%HELD

Source: SEC EDGAR · accession 0001104659-26-058166. 13F discloses long positions only — shorts, foreign equities, and options are excluded.