MondegarAI
PAYDEN & RYGEL

Q2 2025 · 13F-HR

PAYDEN & RYGELholdings as filed

Filed 2025-08-07 · accession 0000919219-25-000010

$1.2M
Reported value
113
Positions
2025-06-30
Period end
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The Brief · PAYDEN & RYGEL · Q2 2025

AI · grounded in 13F

PAYDEN & RYGEL established a new position in QQQM with an investment of $55,088. The fund also initiated new stakes in JPM for $50,314 and DUK for $29,806. Additional new positions include BAC, WMT2, and MS.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46138G649QQQMINVESCO NASDAQ 100 ETF$55,0884.56%242,572CommonSOLE
46625H100JPMJPMORGAN CHASE$50,3144.17%173,550CommonSOLE
26441C204DUKDUKE ENERGY$29,8062.47%252,590CommonSOLE
060505104BACBANK OF AMERICA$28,6952.38%606,400CommonSOLE
949746101WMT2WELLS FARGO$27,9942.32%349,400CommonSOLE
617446448MSMORGAN STANLEY$26,8622.22%190,700CommonSOLE
02079K305GOOGLALPHABET INC-CL A$25,9762.15%147,400CommonSOLE
30231G102XOMEXXON MOBIL$25,4952.11%236,500CommonSOLE
023135106AMZNAMAZON.COM$25,2082.09%114,900CommonSOLE
594918104MSFTMICROSOFT$25,0842.08%50,430CommonSOLE
92826C839VVISA INC-CL A$23,6821.96%66,700CommonSOLE
58155Q103MCKMCKESSON$23,6691.96%32,300CommonSOLE
369604301GEGENERAL ELECTRIC$23,6541.96%91,900CommonSOLE
09290D101BLKBLACKROCK INC$22,7691.89%21,700CommonSOLE
25746U109DDOMINION RESOURCES$21,6981.80%383,900CommonSOLE
17275R102CSCOCISCO SYSTEMS$21,5611.79%310,770CommonSOLE
025816109AXPAMERICAN EXPRESS$21,4991.78%67,400CommonSOLE
863667101SYKSTRYKER$21,1661.75%53,500CommonSOLE
742718109PGPROCTER & GAMBLE$21,0941.75%132,400CommonSOLE
30303M102METAMETA PLATFORMS INC$21,0431.74%28,510CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$20,3921.69%63,700CommonSOLE
931142103WMTWAL-MART STORES$20,2111.67%206,700CommonSOLE
68389X105ORCLORACLE$20,1771.67%92,290CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS$19,2531.59%620,870CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$18,8541.56%227,700CommonSOLE
29273V100ETENERGY TRANSFER LP$18,1621.50%1,001,790CommonSOLE
78409V104SPGIS&P GLOBAL INC$17,8221.48%33,800CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$17,3901.44%401,890CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$17,3021.43%30,459CommonSOLE
00766T100ACMAECOM$17,0191.41%150,800CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$16,8131.39%93,600CommonSOLE
459200101IBMINTL BUSINESS MACHINES$16,6851.38%56,600CommonSOLE
22160K105COSTCOSTCO WHOLESALE$16,5321.37%16,700CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$16,1191.33%30,200CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY-CL B$15,9331.32%32,800CommonSOLE
235851102DHRDANAHER$15,9221.32%80,600CommonSOLE
G25508105CRHCRH PLC$15,8171.31%172,300CommonSOLE
40412C101HCAHCA HEALTHCARE$15,5161.28%40,500CommonSOLE
G29183103ETNEATON$14,9941.24%42,000CommonSOLE
59156R108METMETLIFE$13,8641.15%172,400CommonSOLE
969457100WMBWILLIAMS COS$13,3631.11%212,760CommonSOLE
45073V108ITTITT$13,1421.09%83,800CommonSOLE
11135F101AVGOBROADCOM INC$13,0661.08%47,400CommonSOLE
532457108LLYELI LILLY & CO$12,2541.01%15,720CommonSOLE
G54950103LINLINDE PLC$12,0581.00%25,700CommonSOLE
631103108NDAQNASDAQ STOCK MARKET$11,7140.97%131,000CommonSOLE
219350105GLWCORNING$11,6750.97%222,000CommonSOLE
872540109TJXTJX COMPANIES$11,6570.97%94,400CommonSOLE
191216100KOCOCA-COLA$11,6250.96%164,310CommonSOLE
872590104TMUST-MOBILE US INC$11,4600.95%48,100CommonSOLE
539830109LMTLOCKHEED MARTIN$11,2730.93%24,340CommonSOLE
75513E101RTXRTX CORP$11,1560.92%76,400CommonSOLE
30161N101EXCEXELON$11,0770.92%255,110CommonSOLE
91324P102UNHUNITEDHEALTH GROUP$10,7940.89%34,600CommonSOLE
46982L108JJACOBS SOLUTIONS$10,6870.88%81,300CommonSOLE
817565104SCISERVICE CORP INTL$10,5580.87%129,700CommonSOLE
828806109SPGSIMON PROPERTY GROUP$10,5540.87%65,650CommonSOLE
H1467J104CBCHUBB LTD$10,4880.87%36,200CommonSOLE
125523100CICIGNA GROUP$10,3470.86%31,300CommonSOLE
478160104JNJJOHNSON & JOHNSON$9,9130.82%64,900CommonSOLE
09857L108BKNGBOOKING HOLDINGS$9,2630.77%1,600CommonSOLE
74340W103PLDPROLOGIS$8,9880.74%85,500CommonSOLE
03027X100AMTAMERICAN TOWER$7,7580.64%35,100CommonSOLE
609207105MDLZMONDELEZ INTL$7,7060.64%114,270CommonSOLE
375558103GILDGILEAD SCIENCES$7,5810.63%68,380CommonSOLE
002754907ROYAL CARIBBEAN CRUISES$6,7330.56%21,500CommonSOLE
580135101MCDMCDONALD'S$6,4570.53%22,100CommonSOLE
67066G104NVDANVIDIA$5,6880.47%36,000CommonSOLE
037833100AAPLAPPLE$4,8830.40%23,800CommonSOLE
64110L106NFLXNETFLIX$4,5660.38%3,410CommonSOLE
46435G243SUSBISHARES ESG 1-5 YEAR ETF$2,2300.18%88,579CommonSOLE
253868103DLRDIGITAL REALTY REIT$1,8130.15%10,400CommonSOLE
291011104EMREMERSON ELECTRIC$1,8000.15%13,500CommonSOLE
031162100AMGNAMGEN$1,4800.12%5,300CommonSOLE
713448108PEPPEPSICO$1,2150.10%9,200CommonSOLE
559080106WEPMAGELLAN MIDSTREAM PARTNERS$1,0760.09%15,600CommonSOLE
247361702DALDELTA AIR LINES INC$9490.08%19,300CommonSOLE
79466L302CRMSALESFORCE.COM$9270.08%3,400CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$8920.07%1,260CommonSOLE
46435G193SUSCISHARES ESG AWARE USD CORPOR$8260.07%35,557CommonSOLE
097023105BABOEING$6700.06%3,200CommonSOLE
437076102HDHOME DEPOT$6490.05%1,770CommonSOLE
717081103PFEPFIZER$5980.05%24,680CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORPORATION$5500.05%12,800CommonSOLE
747525103QCOMQUALCOMM$5100.04%3,200CommonSOLE
260003108DOVDOVER CORP$4910.04%2,680CommonSOLE
882508104TXNTEXAS INSTRUMENTS$4780.04%2,300CommonSOLE
760759100RSGREPUBLIC SERVICES-CL A$4440.04%1,800CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$3380.03%4,800CommonSOLE
57636Q104MAMASTERCARD$3150.03%560CommonSOLE
58933Y105MRKMERCK & CO$2940.02%3,710CommonSOLE
038222105AMATAPPLIED MATERIALS$2930.02%1,600CommonSOLE
26884L109EQTEQT CORP$2920.02%5,000CommonSOLE
94106L109WMWASTE MANAGEMENT$2750.02%1,200CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$2590.02%2,500CommonSOLE
254687106DISWALT DISNEY CO$2520.02%2,030CommonSOLE
74460D109PSAPUBLIC STORAGE$2170.02%740CommonSOLE
166764100CVXCHEVRON$2150.02%1,500CommonSOLE
92840M102VSTVISTRA CORP$2130.02%1,100CommonSOLE
925652109VICIVICI PROPERTIES$2070.02%6,360CommonSOLE
20030N101CMCSACOMCAST-A$2060.02%5,770CommonSOLE
46429B333GNMAISHARES GNMA BOND ETF$2000.02%4,553CommonSOLE
03990B101ARESARES MANAGEMENT CORP-A$1910.02%1,100CommonSOLE
24703L202DELLDELL TECHNOLOGIES$1720.01%1,400CommonSOLE
638620104NATIONWIDE HEALTH PP$1650.01%3,900CommonSOLE
03674X106ARANTERO RESOURCES CORP$1570.01%3,910CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA$1280.01%10,210CommonSOLE
165167735EXEEXPAND ENERGY CORP$1000.01%853CommonSOLE
78464A854SPYMSPDR PORFOLIO S&P 500 ETF$350.00%485CommonSOLE
04010L103ARCCARES CAPITAL$250.00%1,160CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$240.00%406CommonSOLE
00287Y109ABBVABBVIE$200.00%110CommonSOLE
919794107VLYVALLEY NATIONAL BANCORP$40.00%483CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.