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VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188
$156.12B
Reported AUM
2,410
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · VICTORY CAPITAL MANAGEMENT INC · Q1 2026

AI · grounded in 13F

Victory Capital Management Inc established a new position in BW LPG LTD valued at $308.2M. The fund increased its holdings in IEX by 6,890% and CRH PLC by 1,805.7%. Simultaneously, the manager trimmed several large positions, reducing shares in AMZN by 30.6% and LLY by 30.4%. Other reductions included GOOGL, MSFT, NVDA, and AAPL.

Portfolio · Q1 2026

NVDAAAPLMSFTAMZNGOOGLOther$105.64BVI

Top holdings· first 500 of 2410

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%$5.72B3.66%6,281,037−16.1%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$4.75B3.04%3,548,157−15.9%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$3.97B2.54%2,334,110−17.9%
4AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$3.53B2.26%7,491,172−30.6%
5GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$2.85B1.82%2,682,023−21.3%
6LLYELI LILLY & CO$1131.420.55%48.00%387.10%$1.72B1.10%816,537−30.4%
7GOOGALPHABET INC$365.76-0.95%109.82%172.71%$1.66B1.06%736,716−11.3%
8AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$1.59B1.02%501,675−8.9%
9VVISA INC$323.571.06%-11.91%36.33%$1.48B0.95%1,602,810−24.6%
10METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$1.48B0.95%+567,690+28.1%
11BACBANK AMERICA CORP$53.83-0.63%23.03%58.61%$1.24B0.79%6,523,171−20.4%
12TFCTRUIST FINL CORP$49.200.04%26.48%14.80%$1.24B0.79%5,027,944−15.7%
13LHLABCORP HOLDINGS INC$263.94-0.45%5.50%9.67%$1.23B0.79%729,699−13.6%
14CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$1.18B0.76%5,853,076−27.7%
15BJBJS WHSL CLUB HLDGS INC$89.210.92%-19.71%76.17%$1.11B0.71%1,676,107−13.0%
16UPSUNITED PARCEL SVCS INC$108.54-1.52%18.07%-28.90%$1.09B0.70%2,777,341−20.1%
17NRGNRG ENERGY INC$129.20-3.14%-16.20%258.80%$1.05B0.67%510,808−6.7%
18AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$1.04B0.66%1,257,460−19.8%
19SNPSSYNOPSYS INC$464.85-5.99%-4.35%61.41%$1.01B0.65%190,805−7.0%
20MLMMARTIN MARIETTA MATLS INC$575.83-0.87%5.16%63.44%$963.8M0.62%811,781−33.1%
21UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$907.3M0.58%1,023,861−7.5%
22NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$893.6M0.57%+2,349,894+33.8%
23VRTXVERTEX PHARMACEUTICALS INC$446.831.15%-0.81%121.66%$843.3M0.54%1,468,245−43.7%
24JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$838.2M0.54%775,381−18.4%
25ACNACCENTURE PLC IRELAND$178.25-0.34%-43.13%-39.60%$820.0M0.53%+2,993,544+262.2%
26APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$814.0M0.52%2,020,871−23.9%
27NOWSERVICENOW INC$112.45-5.79%-45.42%-4.36%$797.6M0.51%+3,760,494+97.2%
28RRXREGAL REXNORD CORPORATION$204.40-4.42%47.52%52.70%$782.2M0.50%1,481,247−26.2%
29TSLATESLA INC$391.00-6.56%32.48%70.69%$761.7M0.49%+126,711+6.6%
30MCHPMICROCHIP TECHNOLOGY INC.$88.34-8.27%39.06%37.28%$756.8M0.48%1,662,798−12.4%
31IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$731.4M0.47%1,565,470−34.2%
32ASMLASML HLDG NV$1641.74-6.59%$721.8M0.46%+419,248+329.7%
33QUREQUANTA SVCS INC$26.45-5.50%$711.7M0.46%1,619,142−55.5%
34JPMJPMORGAN CHASE & CO$312.370.48%$710.6M0.46%111,424−4.4%
35UITBVICTORY PORTFOLIOS II$46.62-0.40%$698.2M0.45%HELD
36TJXTJX COS INC NEW$160.711.31%$672.5M0.43%820,685−16.3%
37BKNGBOOKING HOLDINGS INC$165.84-0.99%$666.8M0.43%+13,686+9.5%
38FCXFREEPORT MCMORAN INC$63.37-9.07%$657.2M0.42%6,185,918−35.6%
39CEGCONSTELLATION ENERGY CORP$254.83-3.69%$651.7M0.42%+162,696+7.5%
40ADBEADOBE INC$251.44-2.70%$628.7M0.40%+669,580+34.9%
41MAMASTERCARD INCORPORATED$491.081.93%$617.9M0.40%262,183−17.5%
42ISRGINTUITIVE SURGICAL INC$422.060.77%$599.1M0.38%184,338−12.4%
43XOMEXXON MOBIL CORP$149.92-1.39%$594.5M0.38%588,930−14.4%
44HDHOME DEPOT INC$310.780.27%$590.9M0.38%295,949−14.1%
45USFDUS FOODS HLDG CORP$84.612.93%$560.4M0.36%+1,261,519+26.2%
46KLACKLA CORP$1929.20-9.47%$560.3M0.36%178,043−31.9%
47BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$555.0M0.36%+946,795+11.5%
48EMEEMCOR GROUP INC$817.44-3.31%$554.5M0.36%525,916−41.2%
49LOWLOWES COS INC$210.741.55%$550.6M0.35%+9,637+0.4%
50ROSTROSS STORES INC$230.37-1.15%$547.0M0.35%503,212−16.6%
51AMATAPPLIED MATLS INC$453.01-9.71%$542.1M0.35%1,512,970−48.8%
52CMSCMS ENERGY CORP$71.62-0.58%$530.6M0.34%547,451−7.4%
53NEMNEWMONT CORP$99.71-7.96%$522.8M0.33%916,955−16.0%
54EXEEXPAND ENERGY CORPORATION$92.07-1.42%$522.6M0.33%+1,474,388+44.9%
55GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$521.8M0.33%257,421−29.4%
56INTUINTUIT$296.76-1.73%$519.7M0.33%+62,392+5.5%
57LNTALLIANT ENERGY CORP$72.63-0.33%$519.5M0.33%1,339,879−15.6%
58WMTWALMART INC$118.880.97%$512.6M0.33%+2,135,215+107.4%
59MTZMASTEC INC$363.89-2.89%$512.4M0.33%1,044,928−39.6%
60ESEVERSOURCE ENERGY$70.18-0.59%$507.0M0.32%2,227,773−23.3%
61UBNDVICTORY PORTFOLIOS II$21.62-0.39%$500.2M0.32%+2,608,764+12.8%
62ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$482.9M0.31%532,596−14.8%
63GEVGE VERNOVA INC$933.61-3.09%$480.2M0.31%380,660−40.9%
64BBARRICK MNG CORP$39.46-7.78%$472.3M0.30%+4,157,614+78.1%
65CSXCSX CORP$46.991.64%$467.4M0.30%695,990−5.8%
66CRMSALESFORCE INC$185.66-1.64%$459.8M0.29%+306,038+14.2%
67DVNDEVON ENERGY CORP NEW$44.28-3.72%$459.5M0.29%4,784,637−34.4%
68MRKMERCK & CO INC$120.790.44%$455.9M0.29%1,018,770−21.2%
69EXPEEXPEDIA GROUP INC$228.880.75%$442.2M0.28%282,513−12.9%
70PFEPFIZER INC$26.041.36%$435.5M0.28%4,287,366−21.7%
71PKGPACKAGING CORP AMER$222.82-0.83%$429.6M0.28%285,294−12.4%
72ORLYOREILLY AUTOMOTIVE INC$90.332.18%$427.5M0.27%2,091,243−31.1%
73ETNEATON CORP PLC$395.94-5.42%$426.5M0.27%+680,908+133.1%
74PINSPINTEREST INC$21.42-0.79%$419.5M0.27%3,935,749−14.7%
75ADMARCHER DANIELS MIDLAND CO$80.92-2.94%$419.0M0.27%+171,925+3.1%
76KEYSKEYSIGHT TECHNOLOGIES INC$329.83-3.87%$418.3M0.27%823,544−35.7%
77HIGHARTFORD INSURANCE GROUP INC$132.143.78%$406.9M0.26%66,932−2.2%
78SLBSLB LIMITED$54.87-5.41%$402.8M0.26%+4,103,504+109.9%
79RFREGIONS FINANCIAL CORP NEW$28.540.39%$398.7M0.26%7,572,121−33.2%
80WTWWILLIS TOWERS WATSON PLC LTD$262.05-0.57%$397.0M0.25%+97,687+7.7%
81RPMRPM INTL INC$104.960.76%$386.6M0.25%+419,126+12.1%
82AEPAMERICAN ELEC PWR CO INC$129.141.06%$385.6M0.25%3,374,903−53.4%
83CRHCRH PLC$105.06-1.42%$383.9M0.25%+4,025,422+1805.7%
84PEPPEPSICO INC$141.92-0.16%$383.2M0.25%1,079,578−30.4%
85MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$382.7M0.25%210,208−19.2%
86USBUS BANCORP$55.690.41%$379.7M0.24%2,179,515−23.0%
87COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$379.0M0.24%+37,870+11.1%
88LECOLINCOLN ELEC HLDGS INC$262.13-0.65%$369.5M0.24%243,202−14.1%
89LAMRLAMAR ADVERTISING CO$151.420.32%$368.6M0.24%221,536−7.1%
90KNXKNIGHT-SWIFT TRANSN HLDGS IN$78.570.00%$364.7M0.23%500,824−7.3%
91TMUST-MOBILE US INC$178.100.61%$364.0M0.23%+926,035+114.8%
92DGXQUEST DIAGNOSTICS INC$199.33-0.48%$361.8M0.23%280,086−13.2%
93CATCATERPILLAR INC$904.28-3.85%$361.7M0.23%109,847−17.7%
94RJFRAYMOND JAMES FINL INC$151.450.62%$360.5M0.23%296,168−10.6%
95CTRACOTERRA ENERGY INC$32.560.00%$357.8M0.23%11,804,481−53.7%
96MUMICRON TECHNOLOGY INC$864.01-13.25%$356.2M0.23%+218,940+26.2%
97STLDSTEEL DYNAMICS INC$268.50-3.02%$350.4M0.22%184,560−8.7%
98NNNNNN REIT INC$44.962.23%$349.6M0.22%1,175,508−12.4%
99HUBBHUBBELL INC$476.82-1.74%$348.4M0.22%+14,960+2.2%
100TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$342.1M0.22%315,526−23.8%
101AZOAUTOZONE INC$341.6M0.22%+11,408+12.7%
102AWKAMERICAN WTR WKS CO INC NEW$340.3M0.22%115,285−4.4%
103ELSEQUITY LIFESTYLE PROPERTIES$339.0M0.22%1,230,570−18.5%
104DISDISNEY WALT CO$337.9M0.22%2,581,671−42.4%
105QCOMQUALCOMM INC$335.8M0.22%710,248−21.4%
106CARRCARRIER GLOBAL CORPORATION$334.5M0.21%+1,157,372+24.2%
107WMBWILLIAMS COS INC$333.4M0.21%+133,494+3.0%
108ABBVABBVIE INC$331.5M0.21%+13,939+0.9%
109LNGCHENIERE ENERGY INC$325.5M0.21%1,131,924−49.7%
110LRCXLAM RESEARCH CORP$324.5M0.21%266,247−14.9%
111XYLXYLEM INC$323.4M0.21%94,045−3.4%
112BLDTOPBUILD COR$321.7M0.21%+138,036+17.8%
113CACICACI INTL INC$320.4M0.21%+477,696+428.9%
114ADIANALOG DEVICES INC$318.2M0.20%+545,960+120.2%
115TXNTEXAS INSTRS INC$311.4M0.20%+32,981+2.1%
116BKRBAKER HUGHES COMPANY$309.9M0.20%2,625,759−34.1%
117TMOTHERMO FISHER SCIENTIFIC INC$308.6M0.20%147,703−19.0%
118BWLPBW LPG LTD$308.2M0.20%+3,843,764NEW
119LHXL3HARRIS TECHNOLOGIES INC$306.2M0.20%281,522−24.1%
120ATRAPTARGROUP INC$304.8M0.20%+127,430+5.6%
121GFLWVICTORY PORTFOLIOS II$304.8M0.20%+150,000+1.3%
122CASYCASEYS GEN STORES INC$302.6M0.19%273,140−39.6%
123SHOPSHOPIFY INC$302.1M0.19%+1,990,869+358.2%
124GILDGILEAD SCIENCES INC$301.2M0.19%570,192−20.9%
125PLTRPALANTIR TECHNOLOGIES INC$298.6M0.19%42,534−2.0%
126CITHE CIGNA GROUP$296.6M0.19%236,919−17.6%
127HLTHILTON WORLDWIDE HLDGS INC$295.7M0.19%+213,244+28.1%
128FFIVF5 INC$295.6M0.19%+548,622+116.0%
129RVTYREVVITY INC$295.5M0.19%+3,093,478+1108.2%
130WSMWILLIAMS SONOMA INC$293.3M0.19%+491,643+44.0%
131CAHCARDINAL HEALTH INC$293.1M0.19%1,311,355−48.6%
132CHRDCHORD ENERGY CORPORATION$291.6M0.19%+49,298+2.5%
133CFCF INDUSTRIES HOLD$288.1M0.18%2,140,546−49.1%
134CPTCAMDEN PPTY TR$287.9M0.18%239,922−7.5%
135DDDUPONT DE NEMOURS INC$287.7M0.18%+6,137,621+4275.4%
136AKAMAKAMAI TECHNOLOGIES INC$287.3M0.18%91,191−3.5%
137IEXIDEX CORP$286.6M0.18%+1,490,385+6890.0%
138CMECME GROUP INC$284.7M0.18%1,085,606−53.0%
139FCNFTI CONSULTING INC$283.1M0.18%32,695−2.0%
140LINLINDE PLC$281.8M0.18%+179,441+46.1%
141TTCTORO CO$281.0M0.18%+2,992,806+20402.2%
142SPOTSPOTIFY TECHNOLOGY S A$278.8M0.18%+522,649+1000.9%
143ORIOLD REP INTL CORP$276.5M0.18%1,080,312−13.5%
144MOHMOLINA HEALTHCARE INC$276.0M0.18%+660,095+46.8%
145CMCSACOMCAST CORP NEW$273.9M0.18%+1,091,159+12.9%
146USTBVICTORY PORTFOLIOS II$273.7M0.18%+64,257+1.2%
147ROKROCKWELL AUTOMATION INC$271.8M0.17%207,695−21.5%
148SHELSHELL PLC$268.2M0.17%+1,161,435+67.4%
149RSGREPUBLIC SVCS INC$267.9M0.17%+15,935+1.3%
150TXRHTEXAS ROADHOUSE INC$267.3M0.17%+419,279+35.0%
151WMT2WELLS FARGO & CO$265.1M0.17%1,086,780−24.6%
152ADPAUTOMATIC DATA PROCESSING IN$264.6M0.17%+639,547+96.5%
153DINOHF SINCLAIR CORP$263.5M0.17%+2,427,808+135.3%
154AFGAMERICAN FINANCIAL GROUP INC$260.3M0.17%765,885−27.3%
155UIVMVICTORY PORTFOLIOS II$256.2M0.16%HELD
156SNDKSANDISK CORP$255.9M0.16%+239,496+146.7%
157AGCOAGCO CORP$253.9M0.16%73,076−3.2%
158MODLVICTORY PORTFOLIOS II$252.8M0.16%+175,000+3.2%
159BWABORGWARNER INC$252.4M0.16%2,160,598−31.7%
160STTSTATE STR CORP$249.4M0.16%2,589,030−56.8%
161DALDELTA AIR LINES INC$247.4M0.16%+624,389+20.2%
162PAGPENSKE AUTOMOTIVE GRP INC$247.3M0.16%+169,959+11.5%
163MDTMEDTRONIC PLC$246.9M0.16%+1,660,621+102.6%
164CFGCITIZENS FINL GROUP INC$245.7M0.16%634,896−13.4%
165SAROSTANDARDAERO INC$245.6M0.16%+4,466,723+88.6%
166CDWCDW CORP$242.1M0.16%+1,874,677+1487.6%
167ABNBAIRBNB INC$238.6M0.15%+102,546+5.7%
168KEYKEYCORP$237.6M0.15%+3,877,786+48.6%
169PRPERMIAN RESOURCES CORP$236.9M0.15%+6,511,940+141.6%
170APOAPOLLO GLOBAL MGMT INC$236.1M0.15%2,970,758−58.4%
171TRMBTRIMBLE INC$233.0M0.15%1,391,511−28.0%
172OMCOMNICOM GROUP INC$232.0M0.15%+1,132,454+58.1%
173PGPROCTER & GAMBLE CO$231.7M0.15%+27,755+1.8%
174ELLAUDER ESTEE COS INC$227.0M0.15%+437,061+16.0%
175NTAPNETAPP INC$226.3M0.14%+341,650+18.3%
176AMGNAMGEN INC$226.2M0.14%494,351−43.5%
177BABOEING CO$225.8M0.14%+928,773+451.3%
178VZVERIZON COMMUNICATIONS INC$224.8M0.14%710,051−13.7%
179CCJCAMECO CORP$224.6M0.14%+648,158+45.7%
180MOALTRIA GROUP INC$224.4M0.14%89,853−2.6%
181VLOVALERO ENERGY CORP$222.7M0.14%795,409−46.9%
182GMGENERAL MTRS CO$222.7M0.14%+1,842,993+160.8%
183VRTVERTIV HOLDINGS CO$222.0M0.14%85,389−8.8%
184IQVIQVIA HLDGS INC$221.1M0.14%379,190−22.6%
185VEAVANGUARD TAX-MANAGED FDS$218.5M0.14%+590,896+21.0%
186ZSZSCALER INC$218.2M0.14%+1,416,460+1021.7%
187AMRZAMRIZE LTD$217.7M0.14%+3,886,958NEW
188GRINVICTORY PORTFOLIOS II$215.3M0.14%+1,596,938+25.8%
189BRK/BBERKSHIRE HATHAWAY INC DEL$209.4M0.13%+28,007+6.8%
190FANGDIAMONDBACK ENERGY INC$208.9M0.13%315,146−23.0%
191HBANHUNTINGTON BANCSHARES INC$206.6M0.13%24,211,065−64.7%
192MKSIMKS INC.$201.9M0.13%1,683,641−65.7%
193ZBRAZEBRA TECHNOLOGIES CORPORATI$200.0M0.13%139,474−12.7%
194DELLDELL TECHNOLOGIES INC$199.9M0.13%+192,466+18.8%
195FEFIRSTENERGY CORP$199.6M0.13%1,565,736−28.4%
196VFLOVICTORY PORTFOLIOS II$197.8M0.13%+310,000+6.6%
197ULVMVICTORY PORTFOLIOS II$196.5M0.13%+200,000+10.8%
198COPCONOCOPHILLIPS$195.7M0.13%+179,250+13.8%
199HONHONEYWELL INTL INC$195.5M0.13%+6,267+0.7%
200CTSHCOGNIZANT TECHNOLOGY SOLUTIO$189.5M0.12%+1,082,242+53.9%
201ZNGAZOOM COMMUNICATIONS INC$189.1M0.12%+520,645+28.4%
202MCDMCDONALDS CORP$189.1M0.12%19,635−3.1%
203UEVMVICTORY PORTFOLIOS II$187.0M0.12%+135,467+4.3%
204CLCOLGATE PALMOLIVE CO$185.7M0.12%111,432−4.9%
205PANWPALO ALTO NETWORKS INC$184.9M0.12%+8,118+0.7%
206RPRXROYALTY PHARMA PLC$184.9M0.12%1,253,097−24.5%
207TKRTIMKEN CO$184.0M0.12%13,844−0.8%
208PNCPNC FINL SVCS GROUP INC$174.0M0.11%+18,751+2.3%
209LSTRLANDSTAR SYS INC$172.2M0.11%65,240−5.7%
210LMTLOCKHEED MARTIN CORP$171.2M0.11%17,778−5.9%
211VEUVANGUARD INTL EQUITY INDEX F$169.7M0.11%+64,741+2.9%
212CVXCHEVRON CORPORATION$169.6M0.11%1,239,567−60.2%
213EIXEDISON INTL$168.3M0.11%+278,919+13.8%
214IWDISHARES TR$166.8M0.11%+767,726+5861.4%
215MCKMCKESSON CORP$165.7M0.11%54,747−22.2%
216PMPHILIP MORRIS INTL INC$165.3M0.11%+133,204+15.4%
217INCYINCYTE CORP$164.0M0.11%+289,206+19.9%
218ANETARISTA NETWORKS INC$160.7M0.10%19,137−1.4%
219CDECOEUR MNG INC$159.7M0.10%+7,246,616+575.2%
220EOGEOG RES INC$159.6M0.10%122,063−10.0%
221CHKPCHECK POINT SOFTWARE TECH LT$156.1M0.10%592,305−35.2%
222SSBSOUTHSTATE BK CORP$155.6M0.10%55,482−3.2%
223KOCOCA COLA CO$155.5M0.10%+371,687+22.2%
224CCL1EURCARNIVAL CORP$154.6M0.10%+842,474+16.4%
225EQTEQT CORP$153.9M0.10%232,521−8.8%
226WDAYWORKDAY INC$153.4M0.10%+983,304+497.1%
227XLKSELECT SECTOR SPDR TR$150.6M0.10%+10,703+1.0%
228UCRDVICTORY PORTFOLIOS II$150.2M0.10%+200,000+2.9%
229INTCINTEL CORP$147.9M0.09%+17,516+0.5%
230CRCCALIFORNIA RES CORP$146.5M0.09%227,842−9.7%
231THCTENET HEALTHCARE CORP$144.9M0.09%+36,483+5.0%
232ORCLORACLE CORP$143.7M0.09%209,847−17.7%
233FNDFSCHWAB STRATEGIC TR$142.6M0.09%327,720−10.1%
234PYPLPAYPAL HLDGS INC$141.5M0.09%1,433,178−31.4%
235CPRTCOPART INC$141.2M0.09%4,282,618−50.2%
236USVMVICTORY PORTFOLIOS II$140.7M0.09%+65,000+4.6%
237XLFSELECT SECTOR SPDR TR$140.6M0.09%+25,036+0.9%
238MSMORGAN STANLEY$140.6M0.09%116,003−12.0%
239EBAYEBAY INC.$139.9M0.09%532,669−25.7%
240APPAPPLOVIN CORP$139.0M0.09%44,333−11.3%
241AXPAMERICAN EXPRESS CO$138.3M0.09%21,453−4.5%
242FTNTFORTINET INC$137.8M0.09%+18,658+1.1%
243CBCHUBB LTD SWITZ$136.6M0.09%+32,012+8.3%
244TGTTARGET CORP$134.7M0.09%439,480−28.3%
245WDCWESTERN DIGITAL CORP$134.4M0.09%90,489−15.4%
246AGGISHARES TR$134.3M0.09%+95,077+7.6%
247FOXAFOX CORP$133.5M0.09%+1,861,234+438.9%
248LDOSLEIDOS HOLDINGS INC$133.4M0.09%+494,569+136.3%
249GAPGAP INC$131.6M0.08%+3,183,982+141.2%
250IJRISHARES TR$131.3M0.08%+148,008+16.3%
251CMCCOMMERCIAL METALS CO$130.9M0.08%74,318−3.4%
252PPGPPG INDS INC$130.5M0.08%+162,920+15.4%
253UNPUNION PAC CORP$130.1M0.08%38,104−6.6%
254UBSIUNITED BANKSHARES INC WEST V$129.2M0.08%179,469−5.4%
255PAYXPAYCHEX INC$129.0M0.08%+928,820+197.2%
256CRLCHARLES RIV LABS INTL INC$128.2M0.08%+51,872+7.5%
257MMM3M CO$128.0M0.08%109,754−11.1%
258SPGIS&P GLOBAL INC$127.1M0.08%23,226−7.2%
259UNHUNITEDHEALTH GROUP INC$124.4M0.08%+50,605+12.4%
260PLDPROLOGIS INC.$122.7M0.08%+65,684+7.6%
261MPWRMONOLITHIC PWR SYS INC$122.4M0.08%2,976−2.6%
262LPLALPL FINL HLDGS INC$122.1M0.08%+301,359+288.5%
263LVSLAS VEGAS SANDS CORP$120.6M0.08%+1,964,922+717.5%
264UNMUNUM GROUP$120.2M0.08%151,117−8.4%
265IFLOVICTORY PORTFOLIOS II$120.1M0.08%+158,227+4.3%
266TAT&T INC$119.6M0.08%+1,023,329+33.0%
267FNVFRANCO NEV CORP$119.5M0.08%714,099−59.6%
268CVSCVS HEALTH CORP$119.3M0.08%+84,157+5.3%
269ACLSAXCELIS TECHNOLOGIES INC$119.0M0.08%528,399−29.2%
270EVRGEVERGY INC$117.6M0.08%56,343−3.8%
271EXCEXELON CORP$116.7M0.07%58,172−2.4%
272GBCIGLACIER BANCORP INC NEW$116.6M0.07%+1,181,222+82.6%
273DECKDECKERS OUTDOOR CORP$116.4M0.07%23,295−2.0%
274VTIVANGUARD INDEX FDS$115.0M0.07%+27,019+8.2%
275NFGNATIONAL FUEL GAS CO$115.0M0.07%36,971−2.9%
276GPORGULFPORT ENERGY CORP$113.9M0.07%+10,892+2.1%
277BNDVANGUARD BD INDEX FDS$113.4M0.07%+654,161+73.8%
278NTRSNORTHERN TR CORP$112.3M0.07%176,658−18.0%
279NVSTENVISTA HOLDINGS CORPORATION$111.5M0.07%1,662,535−27.5%
280PEVERPURE INC$111.2M0.07%1,237,580−39.7%
281SYFSYNCHRONY FINANCIAL$111.1M0.07%+312,132+23.6%
282IUSBISHARES TR$110.8M0.07%+2,397,900NEW
283UMBFUMB FINL CORP$110.4M0.07%124,034−11.2%
284RNSTRENASANT CORP$110.4M0.07%212,800−6.5%
285XLCSELECT SECTOR SPDR TR$109.5M0.07%+10,581+1.1%
286OKTAOKTA INC$108.8M0.07%+522,894+60.8%
287MDLZMONDELEZ INTL INC$108.1M0.07%72,454−3.7%
288COFCAPITAL ONE FINL CORP$107.9M0.07%+214,946+57.1%
289SPGSIMON PPTY GROUP INC NEW$107.6M0.07%+3,895+0.7%
290ONBOLD NATL BANCORP IND$107.6M0.07%690,155−12.4%
291CCITIGROUP INC$107.3M0.07%308,332−24.6%
292CWCURTISS WRIGHT CORP$107.0M0.07%+8,518+5.7%
293DRIDARDEN RESTAURANTS INC$106.6M0.07%38,996−6.7%
294KGCKINROSS GOLD CORP$106.5M0.07%+2,127+0.1%
295GLWCORNING INC$106.1M0.07%804,580−50.8%
296ONON SEMICONDUCTOR CORP$106.0M0.07%+1,395,331+439.9%
297SCHWSCHWAB CHARLES CORP$105.9M0.07%+174,506+18.3%
298MARMARRIOTT INTL INC NEW$105.8M0.07%+3,494+1.1%
299IEURISHARES TR$105.5M0.07%+1,197,677+394.5%
300PGRPROGRESSIVE CORP$104.2M0.07%+27,277+5.5%
301TOLTOLL BROTHERS INC$104.1M0.07%343,002−31.0%
302MPCMARATHON PETE CORP$103.2M0.07%633,211−60.0%
303ZBHZIMMER BIOMET HOLDINGS INC$103.1M0.07%1,335,874−54.0%
304NTRANATERA INC$103.0M0.07%41,502−7.5%
305IDXXIDEXX LABS INC$103.0M0.07%22,103−10.8%
306PHMPULTE GROUP INC$102.9M0.07%678,961−43.7%
307ALLALLSTATE CORP$102.7M0.07%+22,695+4.8%
308LFUSLITTELFUSE INC$102.3M0.07%70,925−19.0%
309DUKDUKE ENERGY CORP NEW$102.2M0.07%+203,215+35.2%
310VCVISTEON CORP$101.9M0.07%216,239−16.2%
311FFORD MTR CO$101.7M0.07%+1,472,092+20.1%
312CHEFCHEFS WHSE INC$101.7M0.07%+282,698+19.8%
313REGNREGENERON PHARMACEUTICALS$99.7M0.06%+17,110+15.3%
314FCFSFIRSTCASH HOLDINGS INC$99.6M0.06%18,537−3.4%
315AMPAMERIPRISE FINL INC$99.5M0.06%7,658−3.3%
316RTXRTX CORPORATION$99.3M0.06%+3,349+0.7%
317STNGSCORPIO TANKERS INC$98.7M0.06%+83,168+6.7%
318HUMHUMANA INC$97.6M0.06%+129,104+29.7%
319MGYMAGNOLIA OIL & GAS CORP$97.6M0.06%500,868−13.9%
320IVVISHARES TR$97.4M0.06%71,359−32.4%
321CNCCENTENE CORP DEL$97.3M0.06%+2,723,120+1093.0%
322GFIGOLD FIELDS LTD$97.1M0.06%HELD
323TTTRANE TECHNOLOGIES PLC$96.6M0.06%5,171−2.2%
324SBUXSTARBUCKS CORP$96.6M0.06%97,320−8.3%
325NBIXNEUROCRINE BIOSCIENCES INC$96.4M0.06%+607,049+487.4%
326XLVSELECT SECTOR SPDR TR$95.6M0.06%+6,393+1.0%
327IDAIDACORP INC$95.5M0.06%117,711−15.0%
328DEDEERE & CO$95.4M0.06%38,991−18.7%
329ADSKAUTODESK INC$94.3M0.06%97,737−19.9%
330APTVAPTIV PLC$93.5M0.06%+111,823+9.1%
331NVST 1.75 08/15/28ENVISTA HOLDINGS CORPORATION$93.3M0.06%918,500−1.0%
332FCPTFOUR CORNERS PPTY TR INC$92.9M0.06%324,145−7.6%
333VEEVVEEVA SYS INC$92.6M0.06%+347,275+192.9%
334CDNSCADENCE DESIGN SYSTEM INC$92.6M0.06%+4,421+1.3%
335UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$91.1M0.06%+6,403,000+9.3%
336FDXFEDEX CORP$90.8M0.06%15,026−5.6%
337EGEVEREST GROUP LTD$90.2M0.06%155,109−36.0%
338SFLOVICTORY PORTFOLIOS II$90.2M0.06%+100,000+3.4%
339LYBLYONDELLBASELL INDUSTRIES NV$90.2M0.06%+549,290+96.3%
340GDGENERAL DYNAMICS CORP$89.7M0.06%+42,569+19.4%
341MGRCMCGRATH RENTCORP$89.3M0.06%90,257−10.0%
342LULULULULEMON ATHLETICA INC$88.9M0.06%+487,746+525.1%
343MTH 1.75 05/15/28MERITAGE HOMES CORP$88.8M0.06%+22,021,000+31.4%
344FIXCOMFORT SYS USA INC$88.3M0.06%+7,286+12.8%
345SNASNAP ON INC$88.3M0.06%47,700−16.4%
346FMXFOMENTO ECONOMICO MEXICANO S$88.2M0.06%+146,355+22.6%
347SNYSANOFI SA$88.1M0.06%+199,920+12.3%
348BKBANK NEW YORK MELLON CORP$87.8M0.06%152,343−17.1%
349SYYSYSCO CORP$87.4M0.06%299,896−19.7%
350CORCENCORA INC$86.8M0.06%+70,075+34.0%
351MSMMSC INDL DIRECT INC$86.0M0.06%56,427−5.7%
352OSWONESPAWORLD HOLDINGS LIMITED$85.4M0.05%+194,557+5.5%
353FNDESCHWAB STRATEGIC TR$85.2M0.05%+204,418+10.1%
354GEGE AEROSPACE$84.2M0.05%16,597−5.3%
355AIGAMERICAN INTL GROUP INC$84.1M0.05%230,493−17.1%
356WFRDWEATHERFORD INTL PLC$83.9M0.05%271,875−23.5%
357PLXSPLEXUS CORP$83.8M0.05%+64,573+18.5%
358BAC 7.25 PERP LBANK AMERICA CORP$83.4M0.05%+236+0.3%
359HAYWHAYWARD HLDGS INC$83.0M0.05%383,424−5.8%
360MSGSMADISON SQUARE GRDN SPRT COR$82.8M0.05%76,648−22.9%
361RCLROYAL CARIBBEAN GROUP$82.4M0.05%+125,713+72.4%
362CRWDCROWDSTRIKE HLDGS INC$82.3M0.05%+2,106+1.0%
363MURMURPHY OIL CORP$82.3M0.05%+63,042+3.3%
364ENSGENSIGN GROUP INC$82.2M0.05%75,719−15.7%
365MDPEDIATRIX MEDICAL GROUP INC$82.2M0.05%+23,653+0.6%
366INGMINGRAM MICRO HLDG CORP$81.2M0.05%+356,390+11.4%
367XLPSELECT SECTOR SPDR TR$80.6M0.05%+16,186+1.7%
368HUBGHUB GROUP INC$80.1M0.05%906,809−29.0%
369SPNTSIRIUSPOINT LTD$80.0M0.05%506,118−12.0%
370NETCLOUDFLARE INC$79.4M0.05%7,035−1.8%
371WFC 7.5 PERP LWELLS FARGO & CO$79.1M0.05%+515+0.8%
372FERGFERGUSON ENTERPRISES INC$79.0M0.05%+11,501+3.5%
373PLABPHOTRONICS INC$78.3M0.05%203,964−9.5%
374IEFAISHARES TR$78.1M0.05%+723,276+516.8%
375CMICUMMINS INC$77.5M0.05%26,302−15.4%
376ELVELEVANCE HEALTH INC FORMERLY$77.4M0.05%+136,518+106.8%
377STXSEAGATE TECHNOLOGY HLDNGS PL$76.7M0.05%10,940−5.3%
378IWFISHARES TR$76.5M0.05%58,641−24.6%
379DXCMDEXCOM INC$76.4M0.05%+149,412+14.0%
380LAZLAZARD INC$76.2M0.05%136,000−7.0%
381RLRALPH LAUREN CORP$75.3M0.05%12,943−5.6%
382VNTVONTIER CORPORATION$75.1M0.05%185,347−8.0%
383MNSTMONSTER BEVERAGE CORP NEW$75.0M0.05%+335,841+48.1%
384AGNCAGNC INVT CORP$74.9M0.05%+357,692+5.0%
385CHRWC H ROBINSON WORLDWIDE IN$74.7M0.05%30,055−6.3%
386VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$74.4M0.05%1,839,500−3.5%
387BRSLBRIGHTSTAR LOTTERY PLC$74.3M0.05%+5,505,890+1677.4%
388OCOWENS CORNING NEW$73.9M0.05%69,636−9.3%
389GPN 1.5 03/01/31GLOBAL PMTS INC$73.8M0.05%+8,737,000+11.6%
390KHCKRAFT HEINZ CO$73.5M0.05%321,715−9.0%
391BYDBOYD GAMING CORP$73.4M0.05%75,999−7.8%
392WTFCWINTRUST FINL CORP$73.1M0.05%74,140−12.4%
393FHIFEDERATED HERMES INC$73.0M0.05%107,806−7.7%
394SSDSIMPSON MFG INC$72.7M0.05%+25,719+6.5%
395MSAMSA SAFETY INC$72.6M0.05%+6,247+1.4%
396DOLEDOLE PLC$71.2M0.05%2,478−0.0%
397COHUCOHU INC$70.6M0.05%165,989−6.7%
398JXNJACKSON FINANCIAL INC$70.5M0.05%+69,512+11.6%
399NATLNCR ATLEOS CORPORATION$70.4M0.05%860,690−34.8%
400HPQHP INC$70.0M0.04%+924,632+34.0%
401FULFULLER H B CO$69.8M0.04%96,089−7.8%
402FIBKFIRST INTST BANCSYSTEM INC$69.7M0.04%+10,584+0.5%
403OVVOVINTIV INC$69.3M0.04%+419,925+56.1%
404NEENEXTERA ENERGY INC$69.3M0.04%187,443−20.1%
405WERNWERNER ENTERPRISES INC$69.3M0.04%438,433−15.7%
406APAAPA CORPORATION$68.9M0.04%17,480−1.1%
407RHPRYMAN HOSPITALITY PPTYS INC$68.8M0.04%6,314−0.8%
408KMBKIMBERLY-CLARK CORP$68.7M0.04%248,994−25.9%
409TWLOTWILIO INC$68.4M0.04%+492,936+968.8%
410NYTNEW YORK TIMES CO MTN BE$68.3M0.04%+76,108+10.3%
411ESNTESSENT GROUP LTD$68.2M0.04%+9,298+0.8%
412PSXPHILLIPS 66$68.1M0.04%683,790−64.7%
413DOVDOVER CORP$68.0M0.04%+140,649+75.7%
414WELLWELLTOWER INC$68.0M0.04%85,845−20.0%
415TMHCTAYLOR MORRISON HOME CORP$68.0M0.04%59,645−4.9%
416GWWWW GRAINGER INC$67.9M0.04%+6,710+12.1%
417SOSOUTHERN CO$67.9M0.04%+30,684+4.6%
418GNRCGENERAC HLDGS INC$67.3M0.04%1,001,892−74.4%
419XELXCEL ENERGY INC$66.6M0.04%+83,433+11.1%
420TOWNTOWNEBANK PORTSMOUTH VA$66.5M0.04%122,812−5.9%
421TIGOMILLICOM INTL CELLULAR S A$66.2M0.04%+72,726+9.0%
422MTDRMATADOR RES CO$65.7M0.04%159,365−13.3%
423PFGPRINCIPAL FINANCIAL GROUP IN$65.6M0.04%+136,086+23.0%
424APLEAPPLE HOSPITALITY REIT INC$65.3M0.04%496,639−8.0%
425GTESGATES INDL CORP PLC$65.3M0.04%397,621−12.1%
426PPL 2.875 03/15/28PPL CAP FDG INC$64.8M0.04%626,000−1.1%
427ALNYALNYLAM PHARMACEUTICALS INC$64.8M0.04%24,929−11.3%
428INSMINSMED INC$64.8M0.04%250,469−38.7%
429HWMHOWMET AEROSPACE INC$64.7M0.04%27,637−9.0%
430GLGLOBE LIFE INC$64.7M0.04%48,100−9.4%
431KKR 6.25 03/01/28 DKKR & CO INC$64.4M0.04%+172,992+12.1%
432RRYDER SYS INC$64.4M0.04%7,672−2.4%
433SFSTIFEL FINL CORP$64.3M0.04%+242,851+38.7%
434HFWAHERITAGE FINL CORP WASH$64.2M0.04%+33,623+1.4%
435SFBSSERVISFIRST BANCSHARES INC$63.9M0.04%+143,790+19.6%
436HCAHCA HEALTHCARE INC$63.5M0.04%+18,024+15.5%
437BCOBRINKS CO$63.2M0.04%+48,036+8.5%
438IOSPINNOSPEC INC$63.2M0.04%85,080−9.0%
439AMEAMETEK INC$62.8M0.04%+3,757+1.3%
440SYBTSTOCK YDS BANCORP INC$62.6M0.04%115,844−10.9%
441CBSHCOMMERCE BANCSHARES INC$62.3M0.04%+121,135+10.6%
442FELEFRANKLIN ELEC INC$62.0M0.04%+658,535+4536.9%
443NEE 7.299 06/01/27NEXTERA ENERGY INC$62.0M0.04%28,091−2.5%
444TEXTEREX CORP NEW$61.5M0.04%3,696−0.4%
445ALGALAMO GROUP INC$61.4M0.04%90,650−19.6%
446MLIMUELLER INDS INC$61.3M0.04%622,967−53.0%
447ABTABBOTT LABORATORIES$61.1M0.04%16,110−2.6%
448EDCONSOLIDATED EDISON INC$60.8M0.04%+75,269+16.3%
449KTBKONTOOR BRANDS INC$60.7M0.04%+653,144+310.6%
450LGNDLIGAND PHARMACEUTICALS INC$60.5M0.04%+46,814+18.3%
451PBPROSPERITY BANCSHARES INC$60.3M0.04%22,840−2.5%
452WCCWESCO INTL INC$60.1M0.04%+16,900+8.3%
453VMIVALMONT INDS INC$60.0M0.04%2,180−1.4%
454MRVLMARVELL TECHNOLOGY INC$59.9M0.04%56,844−8.6%
455GXOGXO LOGISTICS INCORPORATED$59.8M0.04%38,648−3.2%
456STSENSATA TECHNOLOGIES HLDG PL$59.7M0.04%24,891−1.4%
457EUFNISHARES TR$59.6M0.04%+352,981+26.0%
458ANDEANDERSONS INC$59.6M0.04%+98,616+13.5%
459EVREVERCORE INC$59.3M0.04%+7,784+4.1%
460CWKCUSHMAN AND WAKEFIELD LTD$59.3M0.04%+379,881+8.5%
461KFYKORN FERRY$59.3M0.04%+72,034+8.3%
462BIIBBIOGEN INC$58.8M0.04%+74,135+30.1%
463DCIDONALDSON INC$58.6M0.04%266,592−27.8%
464MRXMAREX GROUP PLC$58.6M0.04%+644,791+96.2%
465CNPCENTERPOINT ENERGY INC$58.6M0.04%21,899−1.6%
466KRKROGER CO$58.5M0.04%256,050−24.0%
467DHID R HORTON INC$58.5M0.04%64,181−13.1%
468HPHELMERICH & PAYNE INC$58.3M0.04%171,633−9.6%
469BRK/ABERKSHIRE HATHAWAY INC DEL$58.2M0.04%3−3.6%
470YUMYUM BRANDS INC$57.9M0.04%23,010−5.8%
471LRNSTRIDE INC$57.9M0.04%+93,873+16.7%
472DASHDOORDASH INC$57.5M0.04%15,286−3.8%
473OTISOTIS WORLDWIDE CORP$57.3M0.04%78,673−9.6%
474HSYHERSHEY CO$57.2M0.04%131,729−32.4%
475EPDENTERPRISE PRODS PARTNERS L$56.8M0.04%+141+0.0%
476IEIISHARES TR$56.7M0.04%+14,406+3.1%
477PORPORTLAND GEN ELEC CO$56.7M0.04%+168,206+18.6%
478CNKCINEMARK HLDGS INC$56.5M0.04%43,505−2.1%
479VVXV2X INC$56.4M0.04%+77,992+10.5%
480AAALCOA CORP$56.2M0.04%261,343−23.6%
481TWTRADEWEB MKTS INC$56.2M0.04%27,673−5.5%
482JBTMJBT MAREL CORPORATION$55.6M0.04%60,059−12.1%
483DDOGDATADOG INC$55.5M0.04%239,401−33.7%
484OGSONE GAS INC$55.5M0.04%+17,052+2.7%
485PCARPACCAR INC$55.5M0.04%8,577−1.8%
486MPLXMPLX LP$55.4M0.04%+906,755+1401.0%
487PHPARKER-HANNIFIN CORP$55.4M0.04%+20,409+49.2%
488PSMTPRICESMART INC$55.4M0.04%206,320−35.9%
489TEVATEVA PHARMACEUTICAL INDS LTD$55.4M0.04%23,948−1.3%
490CTASCINTAS CORP$55.3M0.04%43,527−11.8%
491CXTCRANE NXT CO$55.2M0.04%300,803−18.1%
492TTAMTITAN AMER SA$55.1M0.04%+263,440+7.7%
493ULTAULTA BEAUTY INC$55.1M0.04%26,410−20.0%
494BDCBELDEN INC$54.9M0.04%36,967−7.2%
495RSRELIANCE INC$54.8M0.04%61,801−25.5%
496PHINPHINIA INC$54.7M0.04%+597,902+297.3%
497ABIVICTORY PORTFOLIOS II$54.7M0.04%HELD
498QGENQIAGEN NV$54.6M0.03%+1,364,101NEW
499SIGSIGNET JEWELERS LIMITED$54.5M0.03%+3,923+0.6%
500GEHCGE HEALTHCARE TECHNOLOGIES I$54.3M0.03%81,085−9.6%

Source: SEC EDGAR · accession 0001040188-26-000028. 13F discloses long positions only — shorts, foreign equities, and options are excluded.