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Institutional

West Family Investments, Inc.

CIK 0001568303
$285.2M
Reported AUM
259
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · West Family Investments, Inc. · Q1 2026

AI · grounded in 13F

West Family Investments, Inc. reduced its position in TSM by 46.43%, its largest share reduction of the period. The fund also trimmed holdings in GOOGL by 45.16% and MSFT by 39.66%. On the buy side, the fund established a new position in AZN worth $1.4M and increased its stake in PKX by 66.36%.

Portfolio · Q1 2026

IAU$34.1MSCHP$17.0MTLT$16.7MNVDAAAPLMBBMSFTGOOGLEQTOther$151.0MWI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IAUISHARES GOLD TR$81.22-3.63%30.01%135.01%$34.1M11.94%37,828−9.0%
2SCHPSCHWAB STRATEGIC TR$26.47-0.45%5.41%2.64%$17.0M5.96%+68,542+12.7%
3TLTISHARES TR$85.06-0.51%4.59%-32.66%$16.7M5.84%+19,295+14.5%
4NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$11.3M3.97%42,441−39.5%
5AAPLAPPLE INC$307.34-1.25%51.31%116.17%$10.7M3.74%23,263−35.6%
6MBBISHARES TR$93.74-0.50%6.97%1.02%$7.7M2.70%HELD
7MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$7.1M2.48%12,568−39.7%
8GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$7.0M2.47%20,163−45.2%
9EQTEQT CORP$53.75-2.70%-3.56%212.91%$6.6M2.31%3,010−2.8%
10EXEEXPAND ENERGY CORPORATION$92.07-1.42%-19.02%115.20%$5.5M1.92%HELD
11AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$5.4M1.90%14,917−36.4%
12TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$5.2M1.81%13,211−46.4%
13GDXJVANECK ETF TRUST$100.59-10.11%49.14%137.60%$4.1M1.45%HELD
14AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$3.7M1.30%7,376−38.1%
15METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$3.2M1.11%3,685−40.0%
16VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%24.82%62.43%$2.7M0.94%HELD
17TSLATESLA INC$391.00-6.56%32.48%70.69%$2.7M0.93%6,085−46.0%
18BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.92%1,788−24.5%
19LGOLARGO INC$0.86-7.53%-36.91%-94.77%$2.5M0.86%HELD
20JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$2.4M0.84%4,307−30.5%
21LLYELI LILLY & CO$1131.420.55%48.00%387.10%$2.4M0.83%1,853−41.7%
22XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$2.0M0.69%13,765−54.2%
23WMTWALMART INC$118.880.97%22.99%166.67%$2.0M0.69%14,645−48.2%
24MUMICRON TECHNOLOGY INC$864.01-13.25%697.79%1041.92%$1.8M0.62%1,303−19.8%
25CSCOCISCO SYS INC$121.64-6.43%88.37%153.46%$1.8M0.61%7,640−25.3%
26VVISA INC$323.571.06%-11.91%36.33%$1.7M0.61%2,994−34.1%
27CRSPCRISPR THERAPEUTICS AG$51.84-8.97%23.84%-57.16%$1.7M0.59%HELD
28CVSCVS HEALTH CORP$95.931.17%56.40%37.47%$1.7M0.58%1,319−5.4%
29WMWASTE MGMT INC DEL$220.400.63%-4.92%60.74%$1.6M0.55%1,028−13.0%
30MRKMERCK & CO INC$120.790.44%58.51%82.35%$1.5M0.53%2,640−17.4%
31MCDMCDONALDS CORP$279.842.61%$1.5M0.52%765−13.8%
32CHTCHUNGHWA TELECOM CO LTD$44.56-1.33%$1.5M0.52%6,258−15.1%
33KOCOCA COLA CO$79.483.46%$1.5M0.51%3,817−16.5%
34PGPROCTER & GAMBLE CO$146.544.09%$1.5M0.51%1,203−10.6%
35MAMASTERCARD INCORPORATED$491.081.93%$1.5M0.51%1,959−40.3%
36AZNASTRAZENECA PLC$185.952.28%$1.4M0.49%+7,120NEW
37ASMLASML HLDG NV$1641.74-6.59%$1.3M0.45%781−44.7%
38JPMJPMORGAN CHASE & CO$312.370.48%$1.3M0.44%8,697−66.9%
39VZVERIZON COMMUNICATIONS INC$45.371.11%$1.2M0.44%428−1.7%
40COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$1.2M0.41%1,040−46.7%
41IBNICICI BANK LIMITED$25.95-0.54%$1.2M0.41%7,170−13.6%
42UMCUNITED MICROELECTRONICS CORP$19.70-5.24%$1.1M0.39%27,255−17.9%
43ABBVABBVIE INC$227.231.02%$1.1M0.37%4,215−46.4%
44SOSOUTHERN CO$92.601.07%$1.0M0.36%+165+1.6%
45CORCENCORA INC$275.041.75%$1.0M0.36%561−14.7%
46EDCONSOLIDATED EDISON INC$106.262.09%$1.0M0.36%+54+0.6%
47LINLINDE PLC$507.900.09%$988K0.35%356−15.2%
48PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$957K0.34%3,691−36.1%
49CVXCHEVRON CORPORATION$187.31-0.55%$952K0.33%5,112−52.6%
50NVSNOVARTIS AG$149.160.51%$948K0.33%6,519−51.2%
51DUKDUKE ENERGY CORP NEW$124.221.97%$928K0.33%1,479−17.3%
52MCKMCKESSON CORP$775.662.47%$904K0.32%873−45.5%
53PMPHILIP MORRIS INTL INC$178.291.89%$897K0.31%2,732−33.5%
54PKXPOSCO HOLDINGS INC$61.59-7.62%$891K0.31%+6,076+66.4%
55BABAALIBABA GROUP HLDG LTD$121.06-3.88%$886K0.31%3,203−31.2%
56IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$885K0.31%1,506−29.2%
57INFYINFOSYS LTD$12.40-1.35%$884K0.31%+3,469+5.6%
58RDYDR REDDYS LABS LTD$13.240.00%$883K0.31%13,496−17.5%
59CATCATERPILLAR INC$904.28-3.85%$871K0.31%997−44.8%
60TMUST-MOBILE US INC$178.100.61%$855K0.30%889−17.9%
61TAT&T INC$22.75-0.09%$849K0.30%10,143−25.7%
62NFLXNETFLIX INC.$82.180.76%$849K0.30%11,733−57.1%
63BACBANK AMERICA CORP$53.83-0.63%$836K0.29%8,037−31.9%
64PEPPEPSICO INC$141.92-0.16%$826K0.29%+205+4.0%
65RYROYAL BK CDA$194.04-0.48%$807K0.28%2,043−29.0%
66ACWVISHARES INC$120.70-1.08%$805K0.28%HELD
67MRSHMARSH & MCLENNAN COS INC$165.442.59%$800K0.28%64−1.4%
68HSBCHSBC HLDGS PLC$90.80-1.97%$780K0.27%13,602−59.0%
69WMT2WELLS FARGO & CO$776K0.27%6,537−40.2%
70ORCLORACLE CORP$213.68-9.59%$759K0.27%+203+4.1%
71KRKROGER CO$63.572.14%$728K0.26%10,237−50.4%
72HDHOME DEPOT INC$310.780.27%$721K0.25%384−14.9%
73GEGE AEROSPACE$328.000.11%$717K0.25%1,892−42.8%
74MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$709K0.25%1,672−50.6%
75SKMSK TELECOM CO LTD$37.44-8.71%$693K0.24%+23+0.1%
76BPBP PLC$42.97-2.43%$690K0.24%424−2.8%
77SHELSHELL PLC$85.40-1.53%$689K0.24%13,314−64.3%
78LRCXLAM RESEARCH CORP$303.28-9.85%$669K0.23%3,023−49.1%
79GILDGILEAD SCIENCES INC$129.16-0.02%$658K0.23%7,641−61.8%
80WCNWASTE CONNECTIONS INC$155.220.82%$643K0.23%1,098−21.7%
81GEVGE VERNOVA INC$933.61-3.09%$638K0.22%489−40.1%
82AMGNAMGEN INC$349.581.15%$634K0.22%561−23.7%
83NOCNORTHROP GRUMMAN CORP$544.40-0.14%$631K0.22%72−7.2%
84RSGREPUBLIC SVCS INC$210.041.02%$627K0.22%5,194−64.4%
85KBKB FINL GROUP INC$107.910.40%$625K0.22%4,546−42.0%
86EQNREQUINOR ASA$36.94-1.89%$625K0.22%303−2.0%
87MUFGMITSUBISHI UFJ FINANCIAL GRO$19.91-0.70%$620K0.22%33,143−47.6%
88CMECME GROUP INC$257.400.52%$620K0.22%785−27.2%
89WFWOORI FINL GROUP INC$60.57-1.45%$612K0.21%8,584−48.3%
90CAMAB ACTIVE ETFS INC$25.060.04%$607K0.21%HELD
91TJXTJX COS INC NEW$160.711.31%$597K0.21%2,441−39.5%
92RTXRTX CORPORATION$180.990.88%$590K0.21%3,058−50.0%
93ASXASE TECHNOLOGY HLDG CO LTD$34.03-11.38%$574K0.20%10,990−29.3%
94CBCHUBB LTD SWITZ$326.273.74%$570K0.20%678−27.9%
95VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$569K0.20%1,054−45.3%
96ANETARISTA NETWORKS INC$154.27-7.07%$568K0.20%3,740−44.7%
97RIORIO TINTO PLC$100.69-4.47%$558K0.20%2,235−27.2%
98AMATAPPLIED MATLS INC$453.01-9.71%$550K0.19%475−22.8%
99CRMSALESFORCE INC$185.66-1.64%$529K0.19%179−5.9%
100SHGSHINHAN FINANCIAL GROUP CO L$67.171.66%$522K0.18%53−0.6%
101TMTOYOTA MOTOR CORP$520K0.18%881−25.9%
102SONYSONY GROUP CORP$518K0.18%9,215−26.9%
103SHOPSHOPIFY INC$516K0.18%3,675−45.8%
104BHPBHP BILLITON LIMITED$515K0.18%4,477−38.8%
105BABOEING CO$513K0.18%716−21.7%
106AMDADVANCED MICRO DEVICES INC$504K0.18%3,959−61.5%
107LMTLOCKHEED MARTIN CORP$503K0.18%24−2.8%
108WELLWELLTOWER INC$498K0.17%970−27.8%
109HONHONEYWELL INTL INC$498K0.17%41−1.8%
110APHAMPHENOL CORP$493K0.17%7,579−66.0%
111INTUINTUIT$492K0.17%157−12.1%
112COPCONOCOPHILLIPS$483K0.17%1,168−24.2%
113ULUNILEVER PLC$478K0.17%2,003−19.3%
114MSMORGAN STANLEY$475K0.17%2,752−48.8%
115CBOECBOE GLOBAL MKTS INC$466K0.16%1,974−54.4%
116REGNREGENERON PHARMACEUTICALS$459K0.16%192−24.4%
117SPGIS&P GLOBAL INC$458K0.16%19−1.7%
118TRVTRAVELERS COMPANIES INC$458K0.16%510−24.5%
119AUANGLOGOLD ASHANTI PLC$455K0.16%93−1.9%
120VRSNVERISIGN INC$449K0.16%95−5.0%
121UNPUNION PAC CORP$448K0.16%267−12.6%
122WECWEC ENERGY GROUP INC$446K0.16%+9+0.2%
123AONAON PLC$446K0.16%431−23.8%
124AXPAMERICAN EXPRESS CO$444K0.16%635−30.2%
125MFGMIZUHO FINANCIAL GROUP INC$442K0.15%43,248−43.7%
126MNSTMONSTER BEVERAGE CORP NEW$440K0.15%1,476−19.5%
127ESLTELBIT SYS LTD$438K0.15%781−60.2%
128NEENEXTERA ENERGY INC$438K0.15%1,104−19.0%
129ISRGINTUITIVE SURGICAL INC$436K0.15%377−28.5%
130SCHWSCHWAB CHARLES CORP$426K0.15%3,402−42.9%
131DEDEERE & CO$419K0.15%412−35.6%
132SBUXSTARBUCKS CORP$418K0.15%58−1.2%
133VRTVERTIV HOLDINGS CO$418K0.15%775−31.7%
134WITWIPRO LTD$406K0.14%269,055−58.4%
135SLFSUN LIFE FINANCIAL INC.$404K0.14%87−1.3%
136NOWSERVICENOW INC$399K0.14%580−13.2%
137MOALTRIA GROUP INC$397K0.14%2,545−29.7%
138SYKSTRYKER CORPORATION$395K0.14%47−3.8%
139ORLYOREILLY AUTOMOTIVE INC$391K0.14%5,534−56.7%
140HSYHERSHEY CO$389K0.14%496−21.0%
141EDUNEW ORIENTAL ED & TECHNOLOGY$388K0.14%103−1.5%
142BKNGBOOKING HOLDINGS INC$387K0.14%72−43.9%
143GSGOLDMAN SACHS GROUP INC$383K0.13%967−68.1%
144INTCINTEL CORP$380K0.13%7,112−45.3%
145EQIXEQUINIX INC$378K0.13%4−1.0%
146KTKT CORP$377K0.13%12,678−41.9%
147KLACKLA CORP$374K0.13%112−30.6%
148TDTORONTO DOMINION BK ONT$372K0.13%1,933−32.7%
149BTIBRITISH AMERN TOB PLC$369K0.13%3,438−35.2%
150GSKGSK PLC$361K0.13%3,643−35.8%
151SMFGSUMITOMO MITSUI FIN GRP INC$361K0.13%13,005−41.6%
152ACNACCENTURE PLC IRELAND$355K0.12%+629+54.2%
153SAPSAP SE$353K0.12%5,065−71.1%
154EAELECTRONIC ARTS INC$350K0.12%626−26.7%
155AWKAMERICAN WTR WKS CO INC NEW$346K0.12%1,457−36.4%
156SANBANCO SANTANDER SA$344K0.12%24,549−44.6%
157TTETOTALENERGIES SE$343K0.12%699−15.7%
158TRPTC ENERGY CORP$335K0.12%2,794−34.3%
159ENBENBRIDGE INC$329K0.12%5,296−46.6%
160CCITIGROUP INC$324K0.11%4,226−59.6%
161DISDISNEY WALT CO$324K0.11%3,410−50.4%
162COHRCOHERENT CORP$322K0.11%+1,350NEW
163HDBHDFC BANK LTD$322K0.11%36,215−73.7%
164WDCWESTERN DIGITAL CORP$314K0.11%1,192−50.6%
165LNGCHENIERE ENERGY INC$312K0.11%1,321−54.6%
166PDDPDD HOLDINGS INC$310K0.11%110−3.5%
167LOWLOWES COS INC$309K0.11%662−33.6%
168BNBROOKFIELD CORP$307K0.11%+674+9.8%
169TMOTHERMO FISHER SCIENTIFIC INC$302K0.11%551−47.3%
170MCOMOODYS CORP$301K0.11%254−26.9%
171CHDCHURCH & DWIGHT CO INC$301K0.11%243−7.0%
172AZOAUTOZONE INC$301K0.11%173−66.0%
173PGRPROGRESSIVE CORP$300K0.11%1,646−52.1%
174PANWPALO ALTO NETWORKS$300K0.11%640−25.5%
175STXSEAGATE TECHNOLOGY HLDNGS PL$299K0.10%908−54.3%
176TALTAL ED GROUP$298K0.10%HELD
177BMOBANK MONTREAL MEDIUM$295K0.10%1,671−43.4%
178MPWRMONOLITHIC PWR SYS INC$293K0.10%2−0.7%
179ETNEATON CORP PLC$290K0.10%1,052−56.4%
180YUMYUM BRANDS INC$290K0.10%274−12.8%
181TAKTAKEDA PHARMACEUTICAL CO LTD$289K0.10%+599+4.0%
182STMSTMICROELECTRONICS N V$288K0.10%+8,330NEW
183AEPAMERICAN ELEC PWR CO INC$286K0.10%826−27.5%
184CRWDCROWDSTRIKE HLDGS INC$285K0.10%608−45.5%
185KMIKINDER MORGAN INC DEL$281K0.10%413−4.7%
186HCAHCA HEALTHCARE INC$280K0.10%214−26.6%
187USBUS BANCORP$277K0.10%3,776−41.5%
188TLKTELEKOMUNIKASI IND$277K0.10%4,675−24.0%
189MDTMEDTRONIC PLC$276K0.10%2,659−45.5%
190CNQCANADIAN NAT RES LTD MED TER$276K0.10%4,338−43.4%
191MDLZMONDELEZ INTL INC$275K0.10%+4,771NEW
192APPAPPLOVIN CORP$275K0.10%173−20.0%
193UTHRUNITED THERAPEUTICS CORP DEL$275K0.10%23−4.7%
194ICEINTERCONTINENTAL EXCHANGE IN$272K0.10%58−3.2%
195ADPAUTOMATIC DATA PROCESSING IN$272K0.10%79−5.6%
196GIBCGI INC$271K0.10%+3,714NEW
197ARGXARGENX SE$270K0.09%212−36.4%
198UNHUNITEDHEALTH GROUP INC$267K0.09%3,562−78.3%
199FIXCOMFORT SYS USA INC$266K0.09%+193NEW
200UBERUBER TECHNOLOGIES INC$264K0.09%4,315−54.1%
201GDGENERAL DYNAMICS CORP$263K0.09%137−15.2%
202BBVABANCO BILBAO VIZCAYA ARGENTA$260K0.09%26,060−68.4%
203DSGXDESCARTES SYS GROUP INC$256K0.09%+3,573NEW
204ODFLOLD DOMINION FREIGHT LINE IN$255K0.09%18−1.4%
205SNPSSYNOPSYS INC$255K0.09%28−4.2%
206NOKNOKIA CORP$252K0.09%4,537−12.6%
207WMBWILLIAMS COS INC$249K0.09%6,438−65.3%
208CMCANADIAN IMPERIAL BANK OF CO$248K0.09%3,703−58.6%
209MMM3M CO$244K0.09%917−35.4%
210NVONOVO-NORDISK A S$243K0.09%12,048−64.5%
211PFEPFIZER INC$242K0.08%1,373−13.8%
212TFCTRUIST FINL CORP$242K0.08%46−0.9%
213SHWSHERWIN WILLIAMS CO$241K0.08%10−1.3%
214COFCAPITAL ONE FINL CORP$239K0.08%1,577−54.6%
215TDYTELEDYNE TECHNOLOGIES INC$238K0.08%300−43.2%
216NEMNEWMONT CORP$236K0.08%3,090−58.6%
217CITHE CIGNA GROUP$235K0.08%40−4.3%
218WRBBERKLEY W R CORP$234K0.08%383−9.8%
219PLDPROLOGIS INC.$234K0.08%1,295−42.3%
220QCOMQUALCOMM INC$233K0.08%2,029−52.9%
221GLWCORNING INC$229K0.08%2,550−60.3%
222LYGLLOYDS BANKING GROUP PLC$228K0.08%3,353−6.9%
223OREALTY INCOME CORP$228K0.08%+3,727NEW
224CEGCONSTELLATION ENERGY CORP$226K0.08%93−10.3%
225ADBEADOBE INC$226K0.08%641−40.8%
226RRCRANGE RES CORP$226K0.08%5,059−50.3%
227AEMAGNICO EAGLE MINES LTD$224K0.08%+1,104NEW
228NETCLOUDFLARE INC$224K0.08%489−31.1%
229VLOVALERO ENERGY CORP$223K0.08%+901NEW
230FNFABRINET$220K0.08%+421NEW
231SNYSANOFI SA$220K0.08%2,217−32.7%
232BBARRICK MNG CORP$219K0.08%10,430−66.0%
233CLCOLGATE PALMOLIVE CO$219K0.08%+2,565NEW
234UBSUBS GROUP AG$217K0.08%4,137−42.7%
235ABTABBOTT LABORATORIES$216K0.08%6,913−76.7%
236BMYBRISTOL-MYERS SQUIBB CO$214K0.08%+3,528NEW
237JCIJOHNSON CONTROLS INTERNATION$213K0.07%2,528−60.8%
238FTSFORTIS INC$213K0.07%1,398−26.8%
239HWMHOWMET AEROSPACE INC$210K0.07%801−46.8%
240CDNSCADENCE DESIGN SYSTEM INC$210K0.07%557−42.5%
241DDOMINION ENERGY INC$208K0.07%158−4.5%
242WDSWOODSIDE ENERGY GROUP LTD$208K0.07%+8,712NEW
243ADIANALOG DEVICES INC$207K0.07%969−59.8%
244LLOEWS CORP$207K0.07%53−2.7%
245RCLROYAL CARIBBEAN GROUP$206K0.07%521−41.1%
246PHPARKER-HANNIFIN CORP$205K0.07%392−63.1%
247FCXFREEPORT MCMORAN INC$200K0.07%10,738−75.9%
248DELLDELL TECHNOLOGIES INC$200K0.07%+1,219NEW
249TKCTURKCELL ILETISIM$194K0.07%14,250−30.7%
250UGPULTRAPAR PARTICIPACOES SA$183K0.06%HELD
251LPLLG DISPLAY CO LTD$165K0.06%+42,610NEW
252ELPCCOMPANHIA PARANAENSE DE ENER$164K0.06%HELD
253NIONIO INC$161K0.06%15,179−36.2%
254NMRNOMURA HLDGS INC$134K0.05%4,415−20.6%
255HLNHALEON PLC$133K0.05%221−1.6%
256CIGCIA ENERGETICA DE MINAS GERA$115K0.04%HELD
257BBDBANCO BRADESCO S A$76K0.03%8,661−29.4%
258ABEVAMBEV SA$74K0.03%26,409−51.0%
259MLCOMELCO RESORTS AND ENTMNT LTD$71K0.03%278−2.2%
260HTFLHEARTFLOW INC87,773EXITED
261AZNNASTRAZENECA PLC19,351EXITED
262GOOGALPHABET INC2,762EXITED
263MFCMANULIFE FINL CORP19,869EXITED
264ROPROPER TECHNOLOGIES INC1,465EXITED
265TRI4EURTHOMSON REUTERS CORP4,320EXITED
266DBDEUTSCHE BANK A G13,022EXITED
267ADSKAUTODESK INC1,688EXITED
268MELIMERCADOLIBRE INC242EXITED
269FICOFAIR ISAAC CORP288EXITED
270TTTRANE TECHNOLOGIES PLC1,224EXITED
271BCSBARCLAYS PLC18,592EXITED
272BSXBOSTON SCIENTIFIC CORP4,876EXITED
273FERGFERGUSON ENTERPRISES INC2,055EXITED
274NXPINXP SEMICONDUCTORS N V2,090EXITED
275TCOMTRIP COM GROUP LTD6,192EXITED
276PCARPACCAR INC3,967EXITED
277NTESNETEASE INC3,114EXITED
278MPCMARATHON PETE CORP2,590EXITED
279VTRVENTAS INC5,341EXITED
280SESEA LTD3,166EXITED
281VSTVISTRA CORP2,499EXITED
282CRHCRH PLC3,210EXITED
283GRMNGARMIN LTD1,973EXITED
284CAHCARDINAL HEALTH INC1,918EXITED
285CHKPCHECK POINT SOFTWARE TECH LT2,098EXITED
286DASHDOORDASH INC1,673EXITED
287GMGENERAL MTRS CO4,573EXITED
288GISGENERAL MLS INC7,989EXITED
289IBKRINTERACTIVE BROKERS GROUP IN5,610EXITED
290CBRECBRE GROUP INC2,229EXITED
291BXBLACKSTONE INC2,272EXITED
292ELVELEVANCE HEALTH INC FORMERLY982EXITED
293MCHPMICROCHIP TECHNOLOGY INC.5,343EXITED
294PHGKONINKLIJKE PHILIPS N V12,506EXITED
295XELXCEL ENERGY INC4,552EXITED
296WPMWHEATON PRECIOUS METALS CORP2,812EXITED
297BAPCREDICORP LTD1,151EXITED
298RACEFERRARI N V887EXITED
299ULTAULTA BEAUTY INC540EXITED
300AFLAFLAC INC2,835EXITED
301TTWOTAKE-TWO INTERACTIVE SOFTWAR1,218EXITED
302CIBGRUPO CIBEST SA4,796EXITED
303AJGGALLAGHER ARTHUR J & CO1,174EXITED
304MTARCELORMITTAL SA LUXEMBOURG6,624EXITED
305CAGCONAGRA BRANDS INC17,187EXITED
306NSCNORFOLK SOUTHN CORP1,027EXITED
307WDAYWORKDAY INC1,380EXITED
308FLOFLOWERS FOODS INC26,214EXITED
309HOODROBINHOOD MKTS INC2,505EXITED
310ZNGAZOOM COMMUNICATIONS INC3,281EXITED
311KGCKINROSS GOLD CORP10,034EXITED
312CTASCINTAS CORP1,449EXITED
313DGDOLLAR GEN CORP NEW2,035EXITED
314ROSTROSS STORES INC1,480EXITED
315TELTE CONNECTIVITY PLC1,170EXITED
316CNICANADIAN NATL RY CO2,667EXITED
317TXNTEXAS INSTRS INC1,507EXITED
318RCIROGERS COMMUNICATIONS INC6,848EXITED
319ALNYALNYLAM PHARMACEUTICALS INC646EXITED
320PHIPLDT INC11,723EXITED
321NTRNUTRIEN LTD4,128EXITED
322SPOTSPOTIFY TECHNOLOGY S A437EXITED
323PBRPETROLEO BRASILEIRO SA PETRO21,406EXITED
324ECLECOLAB INC964EXITED
325PNCPNC FINL SVCS GROUP INC1,211EXITED
326DHRDANAHER CORPORATION1,104EXITED
327GWWWW GRAINGER INC249EXITED
328IDXXIDEXX LABS INC370EXITED
329TSTENARIS S A6,481EXITED
330JBLJABIL INC1,087EXITED
331KEYSKEYSIGHT TECHNOLOGIES INC1,219EXITED
332BUDANHEUSER BUSCH INBEV SA/NV3,824EXITED
333EXCEXELON CORP5,510EXITED
334XPEVXPENG INC11,813EXITED
335AMTAMERICAN TOWER CORP NEW1,355EXITED
336KEPKOREA ELEC PWR CORP14,396EXITED
337LPLALPL FINL HLDGS INC663EXITED
338COINCOINBASE GLOBAL INC1,029EXITED
339FANGDIAMONDBACK ENERGY INC1,545EXITED
340ATOATMOS ENERGY CORP1,380EXITED
341KOFCOCA-COLA FEMSA SAB DE CV2,434EXITED
342INGING GROEP N.V.8,212EXITED
343GFIGOLD FIELDS LTD5,260EXITED
344SCCOSOUTHERN COPPER CORP1,593EXITED
345NWGNATWEST GROUP PLC12,947EXITED
346EWEDWARDS LIFESCIENCES CORP2,655EXITED
347FTNTFORTINET INC2,812EXITED
348FDXFEDEX CORP759EXITED
349PUKPRUDENTIAL PLC7,016EXITED
350HO1HOLOGIC INC2,916EXITED
351EOGEOG RES INC2,033EXITED
352HMCHONDA MOTOR LTD7,236EXITED
353AMEAMETEK INC1,026EXITED
354DVNDEVON ENERGY CORP NEW5,718EXITED
355CHRWC H ROBINSON WORLDWIDE INC1,295EXITED
356RBLXROBLOX CORP2,558EXITED
357QUREQUANTA SVCS INC482EXITED
358CVNACARVANA CO482EXITED
359TDGTRANSDIGM GROUP INC152EXITED
360CXCEMEX SAB DE CV15,264EXITED
361COLDAMERICOLD REALTY TRUST INC13,533EXITED
362VALEVALE S A10,014EXITED
363ITUBITAU UNIBANCO HLDG S A17,760EXITED
364AXIACENTRAIS ELET BRAS SA13,312EXITED
365GGBGERDAU SA28,168EXITED
366RLXRLX TECHNOLOGY INC41,577EXITED
367WENWENDYS CO11,166EXITED

Source: SEC EDGAR · accession 0001568303-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.