InvestInfoAI
Groupe la Francaise

Q2 2025 · 13F-HR

Groupe la Francaiseholdings as filed

Filed 2025-08-13 · accession 0000945621-25-000757

$6.19B
Reported value
442
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Groupe la Francaise · Q2 2025

AI · grounded in 13F

Groupe la Francaise established a new position in MSFT valued at $511.3M. The fund also initiated new stakes in NVDA for $411.8M and AMZN for $300M. Additional new positions include Ferrari N V at $289.9M and AAPL at $234.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$511.3M8.26%1,029,920CommonSOLE
67066G104NVDANVIDIA CORPORATION$411.8M6.65%2,614,016CommonSOLE
023135106AMZNAMAZON COM INC$300.0M4.85%1,372,277CommonSOLE
N3167Y103RACEFERRARI N V$289.9M4.68%594,111CommonSOLE
037833100AAPLAPPLE INC$234.1M3.78%1,142,926CommonSOLE
30303M102METAMETA PLATFORMS INC$191.6M3.09%260,515CommonSOLE
02079K305GOOGLALPHABET INC$175.1M2.83%996,865CommonSOLE
92826C839VVISA INC$160.0M2.59%451,197CommonSOLE
11135F101AVGOBROADCOM INC$158.6M2.56%577,004CommonSOLE
532457108LLYELI LILLY & CO$141.1M2.28%180,811CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$138.2M2.23%478,314CommonSOLE
G54950103LINLINDE PLC$127.8M2.06%272,028CommonSOLE
G29183103ETNEATON CORP PLC$125.9M2.03%353,034CommonSOLE
931142103WMTWALMART INC$110.7M1.79%1,135,400CommonSOLE
64110L106NFLXNETFLIX INC$101.0M1.63%75,692CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$97.8M1.58%98,877CommonSOLE
G25508105CRHCRH PLC$95.9M1.55%1,044,598CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$86.0M1.39%381,150CommonSOLE
68389X105ORCLORACLE CORP$85.8M1.39%392,989CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$80.1M1.29%147,161CommonSOLE
02079K107GOOGALPHABET INC$72.5M1.17%406,612CommonSOLE
79466L302CRMSALESFORCE INC$70.4M1.14%259,254CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$67.9M1.10%632,131CommonSOLE
191216100KOCOCA COLA CO$67.5M1.09%957,056CommonSOLE
369604301GEGE AEROSPACE$64.6M1.04%251,708CommonSOLE
81762P102NOWSERVICENOW INC$59.6M0.96%57,759CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$55.0M0.89%9,502CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$52.3M0.84%93,320CommonSOLE
025816109AXPAMERICAN EXPRESS CO$49.8M0.80%156,566CommonSOLE
N82405106STLASTELLANTIS N.V$47.9M0.77%4,784,779CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$43.0M0.69%207,554CommonSOLE
872590104TMUST-MOBILE US INC$39.1M0.63%164,308CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$38.4M0.62%125,281CommonSOLE
871607107SNPSSYNOPSYS INC$38.2M0.62%74,798CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$36.8M0.59%396,061CommonSOLE
060505104BACBANK AMERICA CORP$35.2M0.57%747,207CommonSOLE
58733R102MELIMERCADOLIBRE INC$34.2M0.55%13,126CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$33.9M0.55%80,891CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$31.5M0.51%77,025CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$31.1M0.50%70,795CommonSOLE
437076102HDHOME DEPOT INC$30.5M0.49%83,343CommonSOLE
H1467J104CBCHUBB LIMITED$30.2M0.49%104,546CommonSOLE
580135101MCDMCDONALDS CORP$30.2M0.49%103,684CommonSOLE
09290D101BLKBLACKROCK INC$26.5M0.43%25,309CommonSOLE
235851102DHRDANAHER CORPORATION$23.8M0.38%120,835CommonSOLE
040413205ANETARISTA NETWORKS INC$23.7M0.38%232,731CommonSOLE
751212101RLRALPH LAUREN CORP$23.4M0.38%85,637CommonSOLE
863667101SYKSTRYKER CORPORATION$22.2M0.36%56,266CommonSOLE
244199105DEDEERE & CO$21.1M0.34%41,666CommonSOLE
36828A101GEVGE VERNOVA INC$20.7M0.33%39,172CommonSOLE
042068205ARMARM HOLDINGS PLC$20.0M0.32%124,052CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$18.5M0.30%155,835CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$18.4M0.30%24,127CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$17.7M0.29%25,060CommonSOLE
94106L109WMWASTE MGMT INC DEL$17.5M0.28%71,748CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$17.5M0.28%65,837CommonSOLE
337738108FISVFISERV INC$17.3M0.28%101,012CommonSOLE
D18190898DBDEUTSCHE BANK A G$17.2M0.28%581,751CommonSOLE
742718109PGPROCTER AND GAMBLE CO$16.8M0.27%102,455CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$16.4M0.27%53,483CommonSOLE
95040Q104WELLWELLTOWER INC$16.3M0.26%106,338CommonSOLE
882508104TXNTEXAS INSTRS INC$16.1M0.26%77,945CommonSOLE
443201108HWMHOWMET AEROSPACE INC$16.1M0.26%86,643CommonSOLE
872540109TJXTJX COS INC NEW$15.9M0.26%128,875CommonSOLE
303250104FICOFAIR ISAAC CORP$15.3M0.25%8,390CommonSOLE
482480100KLACKLA CORP$15.0M0.24%16,835CommonSOLE
291011104EMREMERSON ELEC CO$14.6M0.24%110,145CommonSOLE
651639106NEMNEWMONT CORP$14.5M0.23%250,500CommonSOLE
760759100RSGREPUBLIC SVCS INC$14.3M0.23%58,142CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$14.0M0.23%14,500,000CommonSOLE
H5919C104ONONON HLDG AG$13.9M0.22%267,388CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$13.9M0.22%108,310CommonSOLE
45687V106IRINGERSOLL RAND INC$13.1M0.21%158,471CommonSOLE
N3168P101FERFERROVIAL SE$13.0M0.21%242,339CommonSOLE
351858105FNVFRANCO NEV CORP$12.5M0.20%76,500CommonSOLE
12572Q105CMECME GROUP INC$12.3M0.20%44,909CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$12.1M0.19%94,150CommonSOLE
74762E102QUREQUANTA SVCS INC$12.0M0.19%31,783CommonSOLE
D18190898DBDEUTSCHE BANK A G$11.1M0.18%375,000PUTSOLE
701094104PHPARKER-HANNIFIN CORP$11.0M0.18%15,765CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$10.9M0.18%73,373CommonSOLE
149123101CATCATERPILLAR INC$10.8M0.17%27,246CommonSOLE
852234103XYZBLOCK INC$10.6M0.17%156,204CommonSOLE
496902404KGCKINROSS GOLD CORP$10.5M0.17%678,000CommonSOLE
744320102PRUPRUDENTIAL FINL INC$10.4M0.17%97,514CommonSOLE
03076C106AMPAMERIPRISE FINL INC$10.1M0.16%19,067CommonSOLE
98419M100XYLXYLEM INC$10.1M0.16%77,999CommonSOLE
654106103NKENIKE INC$10.0M0.16%141,526CommonSOLE
743315103PGRPROGRESSIVE CORP$9.8M0.16%36,725CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9.8M0.16%94,822CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$9.6M0.16%18,965CommonSOLE
461202103INTUINTUIT$9.4M0.15%11,991CommonSOLE
929740108WABWABTEC$9.1M0.15%43,796CommonSOLE
644535106NGDNNEW GOLD INC CDA$9.1M0.15%1,830,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.9M0.14%62,808CommonSOLE
011532108AGIALAMOS GOLD INC NEW$8.8M0.14%334,000CommonSOLE
032654105ADIANALOG DEVICES INC$8.5M0.14%36,008CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$8.4M0.14%231,640CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$8.4M0.14%93,250CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$8.1M0.13%37,416CommonSOLE
G6683N103NUNU HLDGS LTD$8.1M0.13%595,883CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$8.1M0.13%30,427CommonSOLE
23804L103DDOGDATADOG INC$8.0M0.13%59,838CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.7M0.12%30,857CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.7M0.12%14,679CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$7.7M0.12%163,935CommonSOLE
92338C103VLTOVERALTO CORP$7.5M0.12%74,994CommonSOLE
68634K106ORLAORLA MNG LTD NEW$7.5M0.12%750,000CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$7.4M0.12%78,251CommonSOLE
03662Q105AKXANSYS INC$7.4M0.12%21,109CommonSOLE
147528103CASYCASEYS GEN STORES INC$7.4M0.12%14,510CommonSOLE
336433107FSLRFIRST SOLAR INC$7.4M0.12%44,673CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$7.4M0.12%184,437CommonSOLE
018522300AEBAALLETE INC$7.3M0.12%114,116CommonSOLE
896239100TRMBTRIMBLE INC$7.2M0.12%94,951CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$7.1M0.12%73,117CommonSOLE
38059T106GFIGOLD FIELDS LTD$7.0M0.11%298,000CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$7.0M0.11%43,658CommonSOLE
052769106ADSKAUTODESK INC$6.8M0.11%22,198CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6.8M0.11%27,449CommonSOLE
00206R102TAT&T INC$6.7M0.11%232,799CommonSOLE
252131107DXCMDEXCOM INC$6.7M0.11%77,026CommonSOLE
34959E109FTNTFORTINET INC$6.6M0.11%63,100CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$6.6M0.11%16,378CommonSOLE
665859104NTRSNORTHERN TR CORP$6.6M0.11%52,195CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$6.5M0.10%20,858CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$6.4M0.10%709,005CommonSOLE
30034T103G2CEVERI HLDGS INC$6.4M0.10%451,519CommonSOLE
631103108NDAQNASDAQ INC$6.4M0.10%71,737CommonSOLE
925652109VICIVICI PPTYS INC$6.3M0.10%195,408CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6.3M0.10%38,890CommonSOLE
98978V103ZTSZOETIS INC$6.3M0.10%40,802CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.3M0.10%20,414CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.9M0.10%29,095CommonSOLE
34959J108FTVFORTIVE CORP$5.7M0.09%110,386CommonSOLE
038222105AMATAPPLIED MATLS INC$5.7M0.09%31,381CommonSOLE
311900104FASTFASTENAL CO$5.7M0.09%135,628CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$5.7M0.09%59,181CommonSOLE
55354G100MSCIMSCI INC$5.6M0.09%9,817CommonSOLE
N00985106AERAERCAP HOLDINGS NV$5.6M0.09%47,702CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$5.5M0.09%22,925CommonSOLE
83056P715SKESKEENA RES LTD NEW$5.5M0.09%345,000CommonSOLE
254687106DISDISNEY WALT CO$5.4M0.09%43,719CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.4M0.09%125,000CommonSOLE
125523100CITHE CIGNA GROUP$5.3M0.09%16,171CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5.3M0.09%37,340CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5.1M0.08%51,666CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$5.1M0.08%23,423CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$5.1M0.08%68,278CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.0M0.08%52,053CommonSOLE
465741106ITRIITRON INC$4.9M0.08%37,281CommonSOLE
74267C106PRAPROASSURANCE CORP$4.9M0.08%214,228CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$4.7M0.08%14,029CommonSOLE
285512109EAELECTRONIC ARTS INC$4.7M0.08%29,707CommonSOLE
00287Y109ABBVABBVIE INC$4.7M0.08%25,376CommonSOLE
29788T103ETWOGBPE2OPEN PARENT HOLDINGS INC$4.6M0.07%1,420,000CommonSOLE
704326107PAYXPAYCHEX INC$4.5M0.07%30,886CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4.4M0.07%37,596CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$4.4M0.07%82,961CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.3M0.07%24,634CommonSOLE
45168D104IDXXIDEXX LABS INC$4.2M0.07%7,895CommonSOLE
29444U700EQIXEQUINIX INC$4.2M0.07%5,268CommonSOLE
86881A100SGRYSURGERY PARTNERS INC$4.1M0.07%186,088CommonSOLE
125269100CFCF INDS HLDGS INC$4.1M0.07%44,859CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$4.1M0.07%52,986CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$4.0M0.07%122,833CommonSOLE
H42097107UBSUBS GROUP AG$4.0M0.07%119,479CommonSOLE
G8473T100STESTERIS PLC$4.0M0.06%16,527CommonSOLE
020002101ALLALLSTATE CORP$3.9M0.06%19,607CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.9M0.06%35,490CommonSOLE
152006102CGAUCENTERRA GOLD INC$3.9M0.06%540,000CommonSOLE
G0176J109ALLEALLEGION PLC$3.8M0.06%26,820CommonSOLE
H33700107GLOBAL BLUE GROUP HOLDING AG$3.8M0.06%508,233CommonSOLE
89832Q109TFCTRUIST FINL CORP$3.7M0.06%86,012CommonSOLE
58933Y105MRKMERCK & CO INC$3.7M0.06%46,461CommonSOLE
00724F101ADBEADOBE INC$3.7M0.06%9,504CommonSOLE
N72482206QGENQIAGEN NV$3.6M0.06%75,200CommonSOLE
747525103QCOMQUALCOMM INC$3.6M0.06%22,711CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$3.6M0.06%45,174CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.5M0.06%7,989CommonSOLE
72352L106PINSPINTEREST INC$3.5M0.06%97,631CommonSOLE
443573100HUBSHUBSPOT INC$3.5M0.06%6,254CommonSOLE
780287108RGLDROYAL GOLD INC$3.5M0.06%19,500CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.4M0.05%22,130CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$3.4M0.05%11,813CommonNONE
G60409110MTALEURMAC COPPER LIMITED$3.3M0.05%277,000CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$3.3M0.05%9,952CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$3.3M0.05%3,000,000CommonSOLE
384802104GWWGRAINGER W W INC$3.3M0.05%3,213CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$3.3M0.05%37,800CommonSOLE
52634L108LNSRLENSAR INC$3.3M0.05%251,400CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.3M0.05%26,827CommonSOLE
832696405SJMSMUCKER J M CO$3.3M0.05%33,662CommonSOLE
830566105SKAASKECHERS U S A INC$3.3M0.05%52,000CommonSOLE
40434L105HPQHP INC$3.3M0.05%133,550CommonSOLE
784730103SSRMSSR MINING IN$3.2M0.05%255,000CommonSOLE
563571405MTWMANITOWOC CO INC$3.2M0.05%261,659CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$3.2M0.05%52,354CommonSOLE
189054109CLXCLOROX CO DEL$3.2M0.05%26,876CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$3.2M0.05%278,000CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$3.2M0.05%550,000CommonSOLE
74340W103PLDPROLOGIS INC.$3.1M0.05%29,775CommonSOLE
45104G104IBNICICI BANK LIMITED$3.1M0.05%93,256CommonSOLE
058498106BALLBALL CORP$3.1M0.05%54,556CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$3.1M0.05%101,587CommonSOLE
833445109SNOWSNOWFLAKE INC$3.1M0.05%13,825CommonSOLE
101121101BXPBXP INC$3.1M0.05%45,765CommonSOLE
11777Q209BTGB2GOLD CORP$2.9M0.05%820,000CommonSOLE
192108504CDECOEUR MNG INC$2.8M0.04%312,500CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.7M0.04%12,270CommonSOLE
278865100ECLECOLAB INC$2.6M0.04%9,847CommonSOLE
868873100SU6SURMODICS INC$2.5M0.04%85,800CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.5M0.04%1,643CommonSOLE
184496107CLHCLEAN HARBORS INC$2.5M0.04%10,780CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.5M0.04%8,468CommonSOLE
227483104CCRNCROSS CTRY HEALTHCARE INC$2.4M0.04%186,159CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$2.3M0.04%2,500,000CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.3M0.04%4,356CommonSOLE
72814N104AGSPLAYAGS INC$2.3M0.04%181,549CommonSOLE
65290E101NXTNEXTRACKER INC$2.2M0.04%41,408CommonSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$2.2M0.04%320,591CommonSOLE
344849104WOOFOOT LOCKER INC$2.2M0.04%90,000CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$2.2M0.04%225,000CommonSOLE
450913108IAGIAMGOLD CORP$2.2M0.04%300,000CommonSOLE
19425C100CNLCOLLECTIVE MINING LTD$2.2M0.04%200,000CommonSOLE
398438408GRFSGRIFOLS S A$2.2M0.03%238,928CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.2M0.03%83,932CommonSOLE
142339100CSLCARLISLE COS INC$2.1M0.03%5,725CommonSOLE
002824100ABTABBOTT LABS$2.1M0.03%15,494CommonSOLE
08265T208BSYBENTLEY SYS INC$2.0M0.03%37,776CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.03%7,000PUTSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$2.0M0.03%74,815CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$2.0M0.03%39,271CommonSOLE
87652V109TASKTASKUS INC$1.9M0.03%115,867CommonSOLE
M82363124SATIXFY COMMUNICATIONS LTD$1.9M0.03%662,561CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1.9M0.03%17,155CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$1.9M0.03%2,000,000CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$1.9M0.03%619,871CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.9M0.03%16,000CommonSOLE
69370C100PTCPTC INC$1.8M0.03%10,750CommonSOLE
172967424CCITIGROUP INC$1.8M0.03%21,000PUTSOLE
750940108RALRALLIANT CORP$1.8M0.03%36,792CommonSOLE
55903Q104MQ8MAG SILVER CORP$1.7M0.03%60,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.03%5,300PUTSOLE
138103106UTE0CANTALOUPE INC$1.7M0.03%153,720CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$1.7M0.03%76,868CommonSOLE
487836108KKELLANOVA$1.7M0.03%20,927CommonSOLE
58600110975ZSOHO HOUSE & CO INC$1.6M0.03%222,952CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$1.5M0.02%16,745CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.5M0.02%19,174CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.4M0.02%17,500PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.02%4,500PUTSOLE
38071H106GROYGOLD ROYALTY CORP$1.3M0.02%600,000CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.02%4,500PUTSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.3M0.02%5,409CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.2M0.02%16,420CommonNONE
458140100INTCINTEL CORP$1.2M0.02%52,601CommonNONE
437076102HDHOME DEPOT INC$1.2M0.02%3,200PUTSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$1.1M0.02%75,932CommonSOLE
92539P101VERVE THERAPEUTICS INC$1.1M0.02%95,400CommonSOLE
81730H109SSENTINELONE INC$1.1M0.02%58,470CommonSOLE
N14506104ESTCELASTIC N V$1.1M0.02%12,650CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.02%1,500PUTSOLE
617446448MSMORGAN STANLEY$1.1M0.02%7,500PUTSOLE
22207T101BASECOUCHBASE INC$975,2000.02%40,000CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$973,1620.02%4,148CommonSOLE
92673K108VIGLVIGIL NEUROSCIENCE INC$954,0000.02%120,000CommonSOLE
65339F101NEENEXTERA ENERGY INC$929,1780.02%13,398CommonSOLE
45790W108INOZYME PHARMA INC$895,1960.01%223,799CommonSOLE
09227Q100BLKBBLACKBAUD INC$876,9800.01%13,658CommonSOLE
68389X105ORCLORACLE CORP$874,5200.01%4,000PUTSOLE
401617105GU9GUESS INC$858,0760.01%70,974CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$835,3500.01%5,000PUTSOLE
244199105DEDEERE & CO$813,5840.01%1,600PUTSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$792,1330.01%14,170CommonSOLE
88033G407THCTENET HEALTHCARE CORP$772,3830.01%4,408CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$737,6090.01%4,500CommonSOLE
H01301128ALCALCON AG$734,7240.01%8,415CommonSOLE
053332102AZOAUTOZONE INC$723,1740.01%200PUTSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$712,6130.01%3,276CommonSOLE
060505104BACBANK AMERICA CORP$709,8000.01%15,000PUTSOLE
62945V109NVEEUSDNV5 GLOBAL INC$692,7000.01%30,000CommonSOLE
817323306SEQUANS COMMUNICATIONS S A$691,8420.01%470,641CommonSOLE
722304AC6PDD 0 12/01/25PDD HOLDINGS INC$684,2700.01%600CommonSOLE
690742101OCOWENS CORNING NEW$667,0060.01%4,855CommonSOLE
586001909SOHO HOUSE & CO INC$637,7570.01%86,300CALLSOLE
81752R900SERITAGE GROWTH PPTYS$602,0000.01%200,000CALLSOLE
L44385109GLOBGLOBANT S A$601,3290.01%6,649CommonSOLE
717081103PFEPFIZER INC$597,8960.01%24,775CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$594,2180.01%38,724CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$593,1160.01%6,017CommonSOLE
12504L109CBRECBRE GROUP INC$588,9070.01%4,207CommonSOLE
512816109LAMRLAMAR ADVERTISING CO NEW$586,3220.01%4,836CommonSOLE
056525108BMIBADGER METER INC$585,9060.01%2,400CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$580,2540.01%31,498CommonSOLE
17275R102CSCOCISCO SYS INC$575,9140.01%8,309CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$567,0200.01%2,219CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$555,9640.01%20,178CommonSOLE
780087102RYROYAL BK CDA$555,7290.01%4,234CommonSOLE
548661107LOWLOWES COS INC$554,6750.01%2,500PUTSOLE
229663109CUBECUBESMART$546,9910.01%12,883CommonSOLE
49446R109KIMKIMCO RLTY CORP$544,0320.01%25,907CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$539,1500.01%20,725CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$537,3120.01%1,833CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$536,0550.01%1,617CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$533,7950.01%5,625CommonSOLE
758849103REGREGENCY CTRS CORP$530,8550.01%7,460CommonSOLE
89854H102TTECTTEC HLDGS INC$528,7200.01%109,921CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$528,1000.01%5,000PUTSOLE
29476L107EQREQUITY RESIDENTIAL$518,2870.01%7,687CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$517,4710.01%3,796CommonNONE
297178105ESSESSEX PPTY TR INC$507,9220.01%1,794CommonSOLE
00766T100ACMAECOM$505,6280.01%4,500CommonSOLE
92276F100VTRVENTAS INC$504,8310.01%8,002CommonSOLE
531914109LWAYLIFEWAY FOODS INC$490,6830.01%19,906CommonSOLE
875465106SKTTANGER INC$489,4420.01%16,021CommonSOLE
85472N109STNSTANTEC INC$487,3870.01%4,500CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$485,4410.01%3,283CommonSOLE
615369105MCOMOODYS CORP$463,9200.01%929CommonSOLE
69349H107TXNMTXNM ENERGY INC$450,5600.01%8,000CommonSOLE
09075V102BNTXBIONTECH SE$445,2000.01%4,200CommonSOLE
754907103RYNRAYONIER INC$437,3380.01%19,737CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$414,6710.01%4,567CommonSOLE
11135F101AVGOBROADCOM INC$413,4750.01%1,500PUTSOLE
103002101BWMNBOWMAN CONSULTING GROUP LTD$412,1720.01%14,400CommonSOLE
88162G103TTEKTETRA TECH INC NEW$411,7140.01%11,500CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$411,5360.01%5,196CommonSOLE
922475108VEEVVEEVA SYS INC$400,8190.01%1,398CommonSOLE
231021106CMICUMMINS INC$396,5300.01%1,215CommonSOLE
92343E102VRSNVERISIGN INC$396,4220.01%1,374CommonSOLE
136375102CNICANADIAN NATL RY CO$391,5350.01%3,769CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$391,2500.01%1,530CommonSOLE
205887102CAGCONAGRA BRANDS INC$388,9300.01%19,000PUTSOLE
06849F108BBARRICK MNG CORP$387,0230.01%18,589CommonNONE
49456B101KMIKINDER MORGAN INC DEL$373,1320.01%12,704CommonSOLE
87807B107TRPTC ENERGY CORP$372,5390.01%7,654CommonSOLE
37045V100GMGENERAL MTRS CO$371,0280.01%7,223CommonSOLE
30040W108ESEVERSOURCE ENERGY$370,7950.01%5,834CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$370,2810.01%4,403CommonSOLE
902494103TSNTYSON FOODS INC$363,6100.01%6,500CommonSOLE
717081103PFEPFIZER INC$363,6000.01%15,000PUTSOLE
438516106HONHONEYWELL INTL INC$361,3080.01%1,553CommonSOLE
22822V101CCICROWN CASTLE INC$356,8420.01%3,477CommonSOLE
907818108UNPUNION PAC CORP$352,5970.01%1,534CommonSOLE
29364G103ETRENTERGY CORP NEW$351,5850.01%4,234CommonSOLE
30161N101EXCEXELON CORP$341,1640.01%7,865CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$340,1290.01%9,167CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$338,6670.01%9,047CommonSOLE
58155Q103MCKMCKESSON CORP$334,0310.01%458CommonSOLE
209115104EDCONSOLIDATED EDISON INC$328,4250.01%3,276CommonSOLE
67077M108NTRNUTRIEN LTD$322,6870.01%5,560CommonSOLE
857477103STTSTATE STR CORP$307,7920.00%2,903CommonSOLE
682680103OKEONEOK INC NEW$297,8210.00%3,652CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$276,7760.00%12,700CommonSOLE
722304102PDDPDD HOLDINGS INC$270,0170.00%2,200CommonSOLE
60770K107MRNAMODERNA INC$269,7840.00%9,845CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$264,0270.00%5,383CommonSOLE
46266C105IQVIQVIA HLDGS INC$251,0310.00%1,600CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$249,9620.00%1,586CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$246,0470.00%507CommonNONE
45784P101PODDINSULET CORP$234,5950.00%750CommonSOLE
G7S00T104PNRPENTAIR PLC$227,0010.00%2,221CommonSOLE
277432100EMNEASTMAN CHEM CO$223,9800.00%3,000CommonSOLE
031162100AMGNAMGEN INC$222,3820.00%800CommonSOLE
260003108DOVDOVER CORP$222,1890.00%1,218CommonSOLE
92826C959VISA INC$213,0300.00%600PUTSOLE
370334104GISGENERAL MLS INC$205,6800.00%4,000PUTSOLE
911312106UPSUNITED PARCEL SERVICE INC$201,8800.00%2,000PUTSOLE
693475105PNCPNC FINL SVCS GROUP INC$199,8880.00%1,077CommonSOLE
931142103WMTWALMART INC$195,5600.00%2,000PUTSOLE
05722G100BKRBAKER HUGHES COMPANY$192,6230.00%5,029CommonSOLE
G4705A100ICLRICON PLC$188,2500.00%1,300CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$185,1120.00%596CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$183,3720.00%2,250CommonSOLE
911363109URIUNITED RENTALS INC$167,2670.00%223CommonSOLE
436440101HO1HOLOGIC INC$166,2030.00%2,562CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$165,2770.00%2,949CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$153,2500.00%5,000PUTSOLE
29270J100ERIIENERGY RECOVERY INC$152,6830.00%12,000CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$150,7450.00%682CommonSOLE
668771116GENVRGEN DIGITAL INC$148,3490.00%18,180CommonSOLE
693506107PPGPPG INDS INC$147,6750.00%1,304CommonSOLE
G39973204CHRCHEER HLDG INC$128,5310.00%88,035CommonSOLE
278642103EBAYEBAY INC.$120,5810.00%1,621CommonSOLE
219350105GLWCORNING INC$119,9980.00%2,284CommonSOLE
668771108GENGEN DIGITAL INC$119,3060.00%4,062CommonSOLE
032095101APHAMPHENOL CORP NEW$118,4830.00%1,201CommonSOLE
009158106APDAIR PRODS & CHEMS INC$112,8120.00%400CommonNONE
617446448MSMORGAN STANLEY$108,4970.00%771CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$103,6000.00%1,329CommonSOLE
969904101WSMWILLIAMS SONOMA INC$102,9850.00%631CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$99,4120.00%1,491CommonSOLE
518439104ELLAUDER ESTEE COS INC$98,8180.00%1,223CommonNONE
988498101YUMYUM BRANDS INC$96,3710.00%651CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$94,8910.00%2,059CommonSOLE
466313103JBLJABIL INC$87,5900.00%402CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$86,5720.00%576CommonSOLE
78464A631XARSPDR SERIES TRUST$85,1960.00%404CommonNONE
756109104OREALTY INCOME CORP$85,1790.00%1,480CommonSOLE
443510607HUBBHUBBELL INC$74,2580.00%182CommonSOLE
G0250X107AMCRAMCOR PLC$66,1770.00%7,208CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$64,6170.00%385CommonSOLE
H2927K103AMRZAMRIZE LTD$60,1320.00%1,210CommonSOLE
075887109BDXBECTON DICKINSON & CO$57,1060.00%333CommonSOLE
761152107RMDRESMED INC$56,9620.00%221CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$53,4300.00%755CommonSOLE
29084Q100EMEEMCOR GROUP INC$52,3680.00%98CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$46,9470.00%1,998CommonSOLE
H50430232LOGILOGITECH INTL S A$46,8220.00%522CommonSOLE
902973304USBUS BANCORP DEL$46,0650.00%1,019CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$42,7160.00%1,180CommonNONE
539830109LMTLOCKHEED MARTIN CORP$41,6640.00%90CommonNONE
315616102FFIVF5 INC$39,6940.00%135CommonSOLE
001055102AFLAFLAC INC$34,7680.00%330CommonSOLE
H2906T109GRMNGARMIN LTD$34,4050.00%165CommonSOLE
833034101SNASNAP ON INC$33,2640.00%107CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$32,9210.00%761CommonNONE
311642102FAROFARO TECHNOLOGIES INC$30,7440.00%700CommonSOLE
75513E101RTXRTX CORPORATION$25,2550.00%173CommonNONE
806857108SLBSCHLUMBERGER LTD$21,2940.00%630CommonNONE
98149E303GLDMWORLD GOLD TR$19,6530.00%300CommonNONE
19260Q107COINCOINBASE GLOBAL INC$17,5250.00%50CommonNONE
45073V108ITTITT INC$17,2520.00%110CommonNONE
30231G102XOMEXXON MOBIL CORP$12,9340.00%120CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$12,6620.00%173CommonNONE
88160R101TSLATESLA INC$9,5300.00%30CommonNONE
G8656L130THCHTH INTERNATIONAL LIMITED$4,2100.00%1,427CommonSOLE
N2451R105CVACCUREVAC N V$3,8010.00%700CommonNONE
577081102MATMATTEL INC$3,1550.00%160CommonNONE
90138F102TWLOTWILIO INC$3,1080.00%25CommonNONE
418056107HASHASBRO INC$2,9530.00%40CommonNONE
62914V106NIONIO INC$2,7440.00%800CommonNONE
98422D105XPEVXPENG INC$2,6820.00%150CommonNONE
02209S103MOALTRIA GROUP INC$2,4860.00%50CommonNONE
50155Q100KDKYNDRYL HLDGS INC$1,6780.00%40CommonNONE
853606101SLISTANDARD LITHIUM LTD$1,6700.00%1,000CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5930.00%8CommonNONE
45688C107NGVTINGEVITY CORP$2580.00%6CommonNONE
H8817H100RIGTRANSOCEAN LTD$1740.00%67CommonNONE
29082K105EMBCEMBECTA CORP$1160.00%12CommonNONE
22112H101CSCIFCOSCIENS BIOPHARMA INC$30.00%1CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$10.00%1CommonNONE

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.