InvestInfoAI
Groupe la Francaise

Q4 2025 · 13F-HR

Groupe la Francaiseholdings as filed

Filed 2026-02-12 · accession 0000945621-26-000294

$7.14B
Reported value
458
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Groupe la Francaise · Q4 2025

AI · grounded in 13F

Groupe la Francaise established a new position in TTE valued at $435.65M. The fund also increased its holdings in ABBV by 344.93% and DB by 43.88%. Conversely, the fund trimmed several positions, most notably reducing its stake in ORCL by 47.47% and GOOGL by 40.79%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$443.3M6.21%924,369CommonSOLE
F92124100TTETOTALENERGIES SE$435.7M6.10%6,993,136CommonSOLE
67066G104NVDANVIDIA CORPORATION$429.4M6.01%2,315,013CommonSOLE
023135106AMZNAMAZON COM INC$270.3M3.79%1,181,910CommonSOLE
037833100AAPLAPPLE INC$265.4M3.72%983,784CommonSOLE
N3167Y103RACEFERRARI N V$225.7M3.16%634,557CommonSOLE
67066G104NVDANVIDIA CORPORATION$223.8M3.13%1,200,000CALLNONE
02079K305GOOGLALPHABET INC$198.4M2.78%642,149CommonSOLE
11135F101AVGOBROADCOM INC$196.8M2.76%572,704CommonSOLE
12532H104GIBCGI INC$157.8M2.21%1,710,845CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$149.0M2.09%465,495CommonSOLE
92826C839VVISA INC$147.2M2.06%421,989CommonSOLE
532457108LLYELI LILLY & CO$145.2M2.03%135,742CommonSOLE
G25508105CRHCRH PLC$132.5M1.86%1,113,404CommonSOLE
02079K107GOOGALPHABET INC$127.8M1.79%407,421CommonSOLE
30303M102METAMETA PLATFORMS INC$127.1M1.78%193,546CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$99.8M1.40%177,592CommonSOLE
N82405106STLASTELLANTIS N.V$96.5M1.35%8,789,705CommonSOLE
79466L302CRMSALESFORCE INC$92.9M1.30%351,766CommonSOLE
64110L106NFLXNETFLIX INC$88.3M1.24%950,715CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$87.8M1.23%289,151CommonSOLE
G29183103ETNEATON CORP PLC$81.9M1.15%261,522CommonSOLE
931142103WMTWALMART INC$79.5M1.11%718,177CommonSOLE
369604301GEGE AEROSPACE$73.8M1.03%239,622CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$68.6M0.96%119,229CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$65.8M0.92%12,367CommonSOLE
191216100KOCOCA COLA CO$64.4M0.90%939,344CommonSOLE
81762P102NOWSERVICENOW INC$59.2M0.83%386,391CommonSOLE
025816109AXPAMERICAN EXPRESS CO$57.6M0.81%156,878CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$57.2M0.80%100,295CommonSOLE
060505104BACBANK AMERICA CORP$53.8M0.75%981,415CommonSOLE
D18190898DBDEUTSCHE BANK A G$50.2M0.70%1,291,643CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$49.9M0.70%525,428CommonSOLE
872590104TMUST-MOBILE US INC$46.5M0.65%228,905CommonSOLE
G54950103LINLINDE PLC$44.5M0.62%105,922CommonSOLE
68389X105ORCLORACLE CORP$42.1M0.59%216,960CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$41.9M0.59%47,640CommonSOLE
09290D101BLKBLACKROCK INC$40.4M0.57%38,722CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$38.5M0.54%45,039CommonSOLE
36828A101GEVGE VERNOVA INC$36.7M0.51%56,142CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$36.5M0.51%205,463CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$33.3M0.47%409,088CommonSOLE
58733R102MELIMERCADOLIBRE INC$31.2M0.44%15,521CommonSOLE
74762E102QUREQUANTA SVCS INC$30.7M0.43%72,639CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$30.1M0.42%177,388CommonSOLE
651639106NEMNEWMONT CORP$29.5M0.41%295,500CommonSOLE
H1467J104CBCHUBB LIMITED$29.2M0.41%93,576CommonSOLE
751212101RLRALPH LAUREN CORP$28.9M0.40%81,773CommonSOLE
06849F108BBARRICK MNG CORP$28.3M0.40%652,499CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$28.3M0.40%132,528CommonSOLE
00287Y109ABBVABBVIE INC$27.5M0.39%120,335CommonSOLE
N3168P101FERFERROVIAL SE$25.4M0.36%390,652CommonSOLE
949746101WMT2WELLS FARGO CO NEW$25.0M0.35%268,015CommonSOLE
235851102DHRDANAHER CORPORATION$23.8M0.33%104,093CommonSOLE
37045V100GMGENERAL MTRS CO$22.6M0.32%277,623CommonSOLE
760759100RSGREPUBLIC SVCS INC$21.2M0.30%100,236CommonSOLE
443201108HWMHOWMET AEROSPACE INC$20.3M0.28%99,182CommonSOLE
H5919C104ONONON HLDG AG$20.2M0.28%433,953CommonSOLE
95040Q104WELLWELLTOWER INC$20.0M0.28%107,814CommonSOLE
872540109TJXTJX COS INC NEW$19.7M0.28%128,278CommonSOLE
032095101APHAMPHENOL CORP NEW$19.3M0.27%142,813CommonSOLE
496902404KGCKINROSS GOLD CORP$19.0M0.27%675,000CommonSOLE
149123101CATCATERPILLAR INC$18.8M0.26%33,035CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$18.2M0.26%155,000CommonSOLE
38059T106GFIGOLD FIELDS LTD$17.9M0.25%410,000CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB INC$17.8M0.25%18,000,000CommonSOLE
15677J108DAYDAYFORCE INC$17.7M0.25%255,424CommonSOLE
94106L109WMWASTE MGMT INC DEL$17.4M0.24%81,795CommonSOLE
040413205ANETARISTA NETWORKS INC$16.5M0.23%126,420CommonSOLE
482480100KLACKLA CORP$16.4M0.23%13,516CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$16.2M0.23%190,000CommonSOLE
351858105FNVFRANCO NEV CORP$16.2M0.23%78,000CommonSOLE
580135101MCDMCDONALDS CORP$15.9M0.22%55,237CommonSOLE
882508104TXNTEXAS INSTRS INC$15.7M0.22%90,383CommonSOLE
701094104PHPARKER-HANNIFIN CORP$15.3M0.21%17,450CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$15.3M0.21%39,979CommonSOLE
291011104EMREMERSON ELEC CO$14.8M0.21%111,575CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$14.6M0.20%25,340CommonSOLE
336433107FSLRFIRST SOLAR INC$14.4M0.20%54,966CommonSOLE
742718109PGPROCTER AND GAMBLE CO$14.0M0.20%97,753CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$13.6M0.19%113,786CommonSOLE
011532108AGIALAMOS GOLD INC NEW$13.5M0.19%350,000CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$13.3M0.19%950,000CommonSOLE
D18190898DBDEUTSCHE BANK A G$12.4M0.17%375,000PUTSOLE
631103108NDAQNASDAQ INC$12.3M0.17%126,536CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$12.2M0.17%49,802CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$11.7M0.16%162,398CommonSOLE
47074L105JAMFJAMF HLDG CORP$11.3M0.16%868,718CommonSOLE
98419M100XYLXYLEM INC$10.9M0.15%80,067CommonSOLE
697900108PAASPAN AMERN SILVER CORP$10.8M0.15%207,500CommonSOLE
14365C103POH3CARNIVAL PLC$10.7M0.15%353,798CommonSOLE
72352L106PINSPINTEREST INC$10.7M0.15%412,024CommonSOLE
23804L103DDOGDATADOG INC$10.6M0.15%78,075CommonSOLE
G5960L103MDTMEDTRONIC PLC$10.6M0.15%110,516CommonSOLE
512807306LRCXLAM RESEARCH CORP$10.6M0.15%61,770CommonSOLE
644535106NGDNNEW GOLD INC CDA$10.5M0.15%1,200,000CommonSOLE
G29687103AVDLAVADEL PHARMACEUTICALS PLC$10.3M0.14%479,291CommonSOLE
92338C103VLTOVERALTO CORP$10.1M0.14%101,588CommonSOLE
032654105ADIANALOG DEVICES INC$10.1M0.14%37,107CommonSOLE
00724F101ADBEADOBE INC$10.0M0.14%28,674CommonSOLE
G6683N103NUNU HLDGS LTD$9.7M0.14%581,150CommonSOLE
68634K106ORLAORLA MNG LTD NEW$9.4M0.13%700,000CommonSOLE
315616102FFIVF5 INC$9.3M0.13%36,432CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$9.1M0.13%88,272CommonSOLE
744320102PRUPRUDENTIAL FINL INC$9.1M0.13%80,840CommonSOLE
617446448MSMORGAN STANLEY$9.1M0.13%51,178CommonSOLE
038222105AMATAPPLIED MATLS INC$9.0M0.13%35,211CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$9.0M0.13%109,461CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8.8M0.12%67,977CommonSOLE
743315103PGRPROGRESSIVE CORP$8.8M0.12%38,727CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$8.7M0.12%23,336CommonSOLE
654106103NKENIKE INC$8.7M0.12%138,050CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$8.6M0.12%133,458CommonSOLE
436440101HO1HOLOGIC INC$8.6M0.12%114,945CommonSOLE
011642AD7ALRM 2.25 06/01/29ALARM COM HLDGS INC$8.5M0.12%9,000,000CommonSOLE
152006102CGAUCENTERRA GOLD INC$8.2M0.11%570,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$8.1M0.11%27,923CommonSOLE
595112103MUMICRON TECHNOLOGY INC$7.9M0.11%27,792CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$7.9M0.11%25,355CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$7.8M0.11%42,351CommonSOLE
35909D109FYBRFRONTIER COMMUNCATIONS PARE$7.8M0.11%204,666CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$7.7M0.11%8,500,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.7M0.11%14,824CommonSOLE
83056P715SKESKEENA RES LTD NEW$7.7M0.11%325,000CommonSOLE
443573100HUBSHUBSPOT INC$7.6M0.11%19,045CommonSOLE
244199105DEDEERE & CO$7.6M0.11%16,376CommonSOLE
82509L107SHOPSHOPIFY INC$7.6M0.11%47,341CommonSOLE
285512109EAELECTRONIC ARTS INC$7.4M0.10%36,240CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$7.3M0.10%24,788CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$7.3M0.10%36,351CommonSOLE
665859104NTRSNORTHERN TR CORP$7.1M0.10%51,615CommonSOLE
69349H107TXNMTXNM ENERGY INC$7.0M0.10%119,386CommonSOLE
052769106ADSKAUTODESK INC$7.0M0.10%23,746CommonSOLE
172967424CCITIGROUP INC$7.0M0.10%60,000CommonSOLE
461202103INTUINTUIT$7.0M0.10%10,536CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$6.9M0.10%219,651CommonSOLE
852234103XYZBLOCK INC$6.9M0.10%105,941CommonSOLE
00912X302ALAIR LEASE CORP$6.8M0.10%106,500CommonSOLE
349942102FSMFORTUNA MNG CORP$6.8M0.10%695,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.7M0.09%19,716CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$6.7M0.09%27,061CommonSOLE
252131107DXCMDEXCOM INC$6.5M0.09%98,723CommonSOLE
896239100TRMBTRIMBLE INC$6.5M0.09%83,431CommonSOLE
126349109CSNCSG SYS INTL INC$6.4M0.09%83,517CommonSOLE
74267C106PRAPROASSURANCE CORP$6.4M0.09%263,195CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.3M0.09%39,057CommonSOLE
863667101SYKSTRYKER CORPORATION$6.3M0.09%18,000CommonSOLE
34959J108FTVFORTIVE CORP$6.2M0.09%112,196CommonSOLE
254687106DISDISNEY WALT CO$6.1M0.09%53,648CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$6.0M0.08%29,692CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$6.0M0.08%103,073CommonSOLE
87901J105TGNATEGNA INC$6.0M0.08%306,721CommonSOLE
784730103SSRMSSR MINING IN$5.9M0.08%270,000CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$5.8M0.08%13,096CommonSOLE
871607107SNPSSYNOPSYS INC$5.8M0.08%12,253CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5.7M0.08%39,308CommonSOLE
N72482206QGENQIAGEN NV$5.7M0.08%124,380CommonSOLE
925652109VICIVICI PPTYS INC$5.7M0.08%201,631CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5.7M0.08%62,205CommonSOLE
29258Y103EXKENDEAVOUR SILVER CORP$5.6M0.08%600,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$5.6M0.08%110,000CommonSOLE
311900104FASTFASTENAL CO$5.6M0.08%138,823CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$5.5M0.08%5,800,000CommonSOLE
747525103QCOMQUALCOMM INC$5.5M0.08%31,903CommonSOLE
458140100INTCINTEL CORP$5.5M0.08%149,365CommonSOLE
55354G100MSCIMSCI INC$5.4M0.08%9,485CommonSOLE
002824100ABTABBOTT LABS$5.4M0.08%43,326CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$5.3M0.07%20,537CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$5.2M0.07%5,758CommonSOLE
11777Q209BTGB2GOLD CORP$5.2M0.07%1,150,000CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$5.1M0.07%61,058CommonSOLE
65290E101NXTNEXTPOWER INC$5.1M0.07%58,604CommonSOLE
16115Q308GTLSCHART INDS INC$5.1M0.07%24,669CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.0M0.07%15,277CommonSOLE
780287108RGLDROYAL GOLD INC$5.0M0.07%22,500CommonSOLE
58933Y105MRKMERCK & CO INC$4.9M0.07%46,920CommonSOLE
12572Q105CMECME GROUP INC$4.9M0.07%17,956CommonSOLE
192108504CDECOEUR MNG INC$4.9M0.07%275,000CommonSOLE
44955L106IAUXI-80 GOLD CORP$4.9M0.07%3,300,000CommonSOLE
20717M1038QRCONFLUENT INC$4.8M0.07%159,999CommonSOLE
189054109CLXCLOROX CO DEL$4.8M0.07%47,954CommonSOLE
45168D104IDXXIDEXX LABS INC$4.8M0.07%7,127CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$4.8M0.07%26,246CommonSOLE
68828E809ODVOSISKO DEVELOPMENT CORP$4.7M0.07%1,400,000CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.7M0.07%53,900CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4.7M0.07%20,869CommonSOLE
00206R102TAT&T INC$4.6M0.06%186,344CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4.6M0.06%33,852CommonSOLE
125523100CITHE CIGNA GROUP$4.6M0.06%16,572CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$4.4M0.06%20,386CommonSOLE
G8473T100STESTERIS PLC$4.3M0.06%16,925CommonSOLE
29444U700EQIXEQUINIX INC$4.2M0.06%5,484CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.1M0.06%33,797CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$4.0M0.06%47,627CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$4.0M0.06%140,000CommonSOLE
H42097107UBSUBS GROUP AG$4.0M0.06%86,415CommonSOLE
89832Q109TFCTRUIST FINL CORP$4.0M0.06%81,323CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4.0M0.06%45,279CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.0M0.06%15,425CommonNONE
40434L105HPQHP INC$3.9M0.06%177,120CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$3.9M0.05%63,699CommonSOLE
30063P105EXKEXACT SCIENCES CORP$3.8M0.05%37,590CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.8M0.05%24,296CommonSOLE
020002101ALLALLSTATE CORP$3.7M0.05%17,925CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$3.7M0.05%3,000,000CommonSOLE
125269100CFCF INDS HLDGS INC$3.7M0.05%47,903CommonSOLE
19425C100CNLCOLLECTIVE MINING LTD$3.6M0.05%250,000CommonSOLE
38071H106GROYGOLD ROYALTY CORP$3.6M0.05%900,000CommonSOLE
34959E109FTNTFORTINET INC$3.6M0.05%45,751CommonSOLE
704326107PAYXPAYCHEX INC$3.6M0.05%32,244CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.6M0.05%17,719CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3.5M0.05%123,419CommonSOLE
74340W103PLDPROLOGIS INC.$3.4M0.05%27,008CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$3.4M0.05%15,116CommonSOLE
03152W109AM6AMICUS THERAPEUTICS INC$3.3M0.05%234,202CommonSOLE
171757206CDTXCIDARA THERAPEUTICS INC$3.3M0.05%15,000CommonSOLE
81211K100SDASEALED AIR CORP NEW$3.3M0.05%79,750CommonSOLE
384802104GWWWW GRAINGER INC$3.3M0.05%3,224CommonSOLE
68390D106OROR ROYALTIES INC.$3.2M0.04%90,000CommonSOLE
46655E100DCDAKOTA GOLD CORP$3.1M0.04%550,000CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.0M0.04%66,404CommonSOLE
563571405MTWMANITOWOC CO INC$3.0M0.04%248,056CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$2.9M0.04%76,577CommonSOLE
058498106BALLBALL CORP$2.9M0.04%54,556CommonSOLE
178587101CIOCITY OFFICE REIT INC$2.9M0.04%412,718CommonSOLE
042068205ARMARM HOLDINGS PLC$2.8M0.04%25,752CommonSOLE
58600110975ZSOHO HOUSE & CO INC$2.8M0.04%312,943CommonSOLE
45104G104IBNICICI BANK LIMITED$2.8M0.04%93,256CommonSOLE
278865100ECLECOLAB INC$2.7M0.04%10,388CommonSOLE
465741106ITRIITRON INC$2.6M0.04%28,516CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.6M0.04%35,094CommonSOLE
G053845018ZVASPEN INSURANCE HOLDINGS LTD$2.6M0.04%69,550CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.5M0.04%37,700CommonSOLE
184496107CLHCLEAN HARBORS INC$2.5M0.04%10,780CommonSOLE
81686C104628SEMRUSH HLDGS INC$2.5M0.03%209,755CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$2.4M0.03%489,186CommonSOLE
24869P104DENNDENNYS CORP$2.4M0.03%390,000CommonSOLE
08265T208BSYBENTLEY SYS INC$2.4M0.03%61,993CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.3M0.03%3,248CommonNONE
25264R207BVEDIAMOND HILL INVT GROUP INC$2.2M0.03%13,200CommonSOLE
402307102GIFIGULF IS FABRICATION INC$2.2M0.03%180,001CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$2.1M0.03%2,500,000CommonSOLE
74880P104QIPTQUIPT HOME MEDICAL CORP$2.1M0.03%605,880CommonSOLE
52634L108LNSRLENSAR INC$2.1M0.03%183,724CommonSOLE
29975E109EB4EVENTBRITE INC$2.1M0.03%480,000CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNER$2.0M0.03%58,914CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$2.0M0.03%619,871CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.0M0.03%83,932CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$2.0M0.03%2,000,000CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$2.0M0.03%81,895CommonSOLE
89785L1075TCTRUECAR INC$1.9M0.03%862,448CommonSOLE
398438408GRFSGRIFOLS S A$1.9M0.03%238,928CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$1.9M0.03%43,867CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.8M0.03%7,374CommonSOLE
59045L205MRSNMERSANA THERAPEUTICS INC$1.8M0.02%61,488CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.02%5,500PUTSOLE
142339100CSLCARLISLE COS INC$1.7M0.02%5,462CommonSOLE
46005L101IMXIINTERNATIONAL MNY EXPRESS IN$1.7M0.02%108,000CommonSOLE
4315711089HIHILLENBRAND INC$1.6M0.02%52,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.02%16,000CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$1.5M0.02%8,741CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$1.5M0.02%54,295CommonSOLE
04635X102CATBUSDASTRIA THERAPEUTICS INC$1.4M0.02%108,800CommonSOLE
34629L202FRGEFORGE GLOBAL HOLDINGS INC$1.3M0.02%30,000CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.02%1,500PUTSOLE
437076102HDHOME DEPOT INC$1.3M0.02%3,700PUTSOLE
45720N103INBXINHIBRX BIOSCIENCES INC$1.2M0.02%15,636CommonSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$1.2M0.02%213,756CommonSOLE
617446448MSMORGAN STANLEY$1.2M0.02%6,500PUTSOLE
580135101MCDMCDONALDS CORP$1.1M0.01%3,500PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.01%3,500PUTSOLE
437076102HDHOME DEPOT INC$973,9720.01%3,007CommonSOLE
025816109AXPAMERICAN EXPRESS CO$961,8700.01%2,600PUTSOLE
172967424CCITIGROUP INC$933,5200.01%8,000PUTSOLE
717081103PFEPFIZER INC$921,3000.01%37,000PUTSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$883,1680.01%16,747CommonSOLE
86771W105RUNSUNRUN INC$882,3800.01%47,982CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$881,0660.01%50,810CommonSOLE
949746101WMT2WELLS FARGO CO NEW$838,8000.01%9,000PUTSOLE
244199105DEDEERE & CO$838,0260.01%1,800PUTSOLE
060505104BACBANK AMERICA CORP$825,0000.01%15,000PUTSOLE
88033G407THCTENET HEALTHCARE CORP$751,3420.01%3,783CommonSOLE
68389X105ORCLORACLE CORP$721,1670.01%3,700PUTSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$642,7450.01%40,801CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$630,2930.01%1,620CommonSOLE
14174T107CTRECARETRUST REIT INC$620,2890.01%17,154CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$617,9670.01%13,937CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$603,2770.01%31,852CommonSOLE
12504L109CBRECBRE GROUP INC$602,8020.01%3,749CommonSOLE
374297109GTYGETTY RLTY CORP NEW$599,1290.01%21,890CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$594,3050.01%4,159CommonNONE
875465106SKTTANGER INC$589,8810.01%17,677CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$589,0480.01%19,860CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$583,4390.01%1,734CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$583,2420.01%20,675CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$582,2430.01%20,944CommonSOLE
014491104ALEXALEXANDER & BALDWIN INC NEW$569,4160.01%27,588CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$561,0840.01%31,646CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$561,0820.01%21,399CommonSOLE
758849103REGREGENCY CTRS CORP$559,7640.01%8,109CommonSOLE
35086T109FCPTFOUR CORNERS PPTY TR INC$558,4670.01%24,218CommonSOLE
49446R109KIMKIMCO RLTY CORP$557,0200.01%27,480CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$552,9050.01%12,372CommonSOLE
637417106NNNNNN REIT INC$549,7470.01%13,872CommonSOLE
780087102RYROYAL BK CDA$533,0950.01%3,123CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$513,7500.01%2,500PUTSOLE
231021106CMICUMMINS INC$503,3040.01%986CommonSOLE
26884U109EPREPR PPTYS$494,6590.01%9,913CommonSOLE
615369105MCOMOODYS CORP$490,4160.01%960CommonSOLE
929042109VNOVORNADO RLTY TR$483,3920.01%14,525CommonSOLE
548661107LOWLOWES COS INC$482,3200.01%2,000PUTSOLE
717081103PFEPFIZER INC$449,3610.01%19,572CommonNONE
103002101BWMNBOWMAN CONSULTING GROUP LTD$429,0230.01%13,000CommonSOLE
85472N109STNSTANTEC INC$424,5270.01%4,500CommonSOLE
65339F101NEENEXTERA ENERGY INC$419,7220.01%5,613CommonNONE
98978V103ZTSZOETIS INC$410,9490.01%3,547CommonSOLE
39854F101GRNDGRINDR INC$406,2000.01%30,000CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$405,1420.01%8,668CommonSOLE
136375102CNICANADIAN NATL RY CO$404,1500.01%4,081CommonSOLE
88162G103TTEKTETRA TECH INC NEW$402,2570.01%12,000CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$400,9380.01%4,993CommonSOLE
056525108BMIBADGER METER INC$400,6220.01%2,300CommonSOLE
09075V102BNTXBIONTECH SE$399,6190.01%4,200CommonSOLE
87807B107TRPTC ENERGY CORP$396,8760.01%7,198CommonSOLE
682680103OKEONEOK INC NEW$394,9890.01%5,374CommonSOLE
84857L101SRSPIRE INC$393,9000.01%4,763CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$388,0210.01%2,006CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$387,1660.01%5,252CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$386,6960.01%3,331CommonSOLE
00766T100ACMAECOM$386,0660.01%4,052CommonSOLE
29364G103ETRENTERGY CORP NEW$384,7860.01%4,163CommonSOLE
209115104EDCONSOLIDATED EDISON INC$384,6660.01%3,873CommonSOLE
029899101AWRAMER STATES WTR CO$383,2740.01%5,288CommonSOLE
907818108UNPUNION PAC CORP$380,0590.01%1,643CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$378,7020.01%13,776CommonSOLE
30161N101EXCEXELON CORP$373,4790.01%8,568CommonSOLE
646025106NJRNEW JERSEY RES CORP$372,9260.01%8,086CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$372,1600.01%1,289CommonSOLE
68235P108OGSONE GAS INC$371,1860.01%4,805CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$365,6340.01%9,585CommonSOLE
46266C105IQVIQVIA HLDGS INC$360,4570.01%1,600CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$360,3000.01%15,000PUTSOLE
G51502105JCIJOHNSON CTLS INTL PLC$359,2500.01%3,000PUTSOLE
375916103GILGILDAN ACTIVEWEAR INC$358,9270.01%5,735CommonSOLE
438516106HONHONEYWELL INTL INC$334,3670.00%1,714CommonSOLE
92343E102VRSNVERISIGN INC$333,8130.00%1,374CommonSOLE
17275R102CSCOCISCO SYS INC$323,0900.00%4,354CommonSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$322,6110.00%13,000CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$318,5040.00%4,000CommonSOLE
87652V109TASKTASKUS INC$315,9720.00%26,800CommonSOLE
518439104ELLAUDER ESTEE COS INC$313,0910.00%3,445CommonNONE
205887102CAGCONAGRA BRANDS INC$302,9250.00%17,500PUTSOLE
902494103TSNTYSON FOODS INC$293,1000.00%5,000PUTSOLE
149123101CATCATERPILLAR INC$286,4350.00%500PUTSOLE
559222401MGAMAGNA INTL INC$274,4200.00%5,141CommonSOLE
911163103UNFIUNITED NAT FOODS INC$252,3100.00%7,500CommonSOLE
72703X106PLPLANET LABS PBC$246,3640.00%12,500CommonSOLE
G7S00T104PNRPENTAIR PLC$244,5210.00%2,348CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$239,0300.00%1,325CommonSOLE
G4705A100ICLRICON PLC$236,7550.00%1,300CommonSOLE
13321L108CCJCAMECO CORP$235,1580.00%2,565CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$231,6900.00%1,110CommonSOLE
67077M108NTRNUTRIEN LTD$229,4190.00%3,712CommonSOLE
857477103STTSTATE STR CORP$218,1560.00%1,691CommonSOLE
45784P101PODDINSULET CORP$213,0620.00%750CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$210,2110.00%497CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$198,3800.00%2,000PUTSOLE
30303M102METAMETA PLATFORMS INC$198,0270.00%300PUTSOLE
277432100EMNEASTMAN CHEM CO$191,4900.00%3,000CommonSOLE
911363109URIUNITED RENTALS INC$190,1900.00%235CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$188,8200.00%1,500PUTSOLE
370334104GISGENERAL MLS INC$186,0000.00%4,000PUTSOLE
60770K107MRNAMODERNA INC$176,9730.00%6,005CommonSOLE
883203101TXTTEXTRON INC$174,2440.00%2,000CommonSOLE
11135F101AVGOBROADCOM INC$173,0500.00%500PUTSOLE
45687V106IRINGERSOLL RAND INC$170,4020.00%2,151CommonSOLE
931142103WMTWALMART INC$167,1150.00%1,500PUTSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$165,3000.00%1,939CommonSOLE
29270J100ERIIENERGY RECOVERY INC$161,7900.00%12,000CommonSOLE
401617105GU9GUESS INC$160,8000.00%9,600CommonSOLE
83444M101SOLVSOLVENTUM CORP$157,7670.00%1,991CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$149,6550.00%2,250CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$139,3500.00%5,000PUTSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$126,5520.00%682CommonSOLE
92847W103VITLVITAL FARMS INC$114,9840.00%3,600CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$112,1250.00%441CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$111,8460.00%561CommonSOLE
H01301128ALCALCON AG$95,8440.00%1,200CommonSOLE
46429B671MCHIISHARES TR$90,1050.00%1,500CommonSOLE
009158106APDAIR PRODS & CHEMS INC$85,2880.00%400CommonNONE
891160509TDTORONTO DOMINION BK ONT$82,5740.00%875CommonSOLE
668771116GENVRGEN DIGITAL INC$80,1740.00%18,180CommonSOLE
548661107LOWLOWES COS INC$63,6660.00%264CommonSOLE
98944F109ZEOZEO ENERGY CORP$47,6990.00%43,761CommonSOLE
138103106UTE0CANTALOUPE INC$39,5060.00%3,720CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$39,1110.00%295CommonNONE
683715106OTEXOPEN TEXT CORP$36,3270.00%1,114CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$35,7730.00%431CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$35,2500.00%128CommonSOLE
219350105GLWCORNING INC$31,5220.00%360CommonSOLE
833034101SNASNAP ON INC$31,0140.00%90CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$30,5910.00%337CommonSOLE
681919106OMCOMNICOM GROUP INC$29,0700.00%360CommonSOLE
988498101YUMYUM BRANDS INC$27,8360.00%184CommonSOLE
75513E101RTXRTX CORPORATION$27,5770.00%173CommonNONE
668771108GENGEN DIGITAL INC$27,4350.00%1,009CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$25,6650.00%115CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$25,2820.00%182CommonSOLE
64110D104NTAPNETAPP INC$25,2730.00%236CommonSOLE
969904101WSMWILLIAMS SONOMA INC$24,4670.00%137CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$23,4550.00%469CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$22,7100.00%838CommonSOLE
98149E303GLDMWORLD GOLD TR$21,8920.00%300CommonNONE
806857108SLBSLB LIMITED$19,8480.00%580CommonNONE
278642103EBAYEBAY INC.$18,5520.00%213CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$17,7720.00%42CommonNONE
45073V108ITTITT INC$16,3130.00%110CommonNONE
06738E954BARCLAYS PLC$16,0120.00%120,000PUTSOLE
14149Y108CAHCARDINAL HEALTH INC$13,5630.00%66CommonSOLE
729640102PLYMPLYMOUTH INDL REIT INC$13,1280.00%600CommonSOLE
37954Y830COPXGLOBAL X FDS$12,8780.00%207CommonNONE
30231G102XOMEXXON MOBIL CORP$12,5290.00%120CommonNONE
88160R101TSLATESLA INC$11,1880.00%30CommonNONE
03073E105CORCENCORA INC$11,1460.00%33CommonSOLE
369550108GDGENERAL DYNAMICS CORP$11,1090.00%38CommonNONE
958102105WDCWESTERN DIGITAL CORP$10,6810.00%62CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$10,0680.00%50CommonNONE
39854F901GRINDR INC$9,0000.00%120,000CALLSOLE
761152107RMDRESMED INC$8,9120.00%37CommonSOLE
N00985106AERAERCAP HOLDINGS NV$8,0510.00%56CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$7,6760.00%92CommonSOLE
443510607HUBBHUBBELL INC$6,6620.00%15CommonSOLE
466313103JBLJABIL INC$6,6130.00%29CommonSOLE
888787108TOSTTOAST INC$6,4270.00%181CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$6,1260.00%80CommonNONE
29084Q100EMEEMCOR GROUP INC$6,1180.00%10CommonSOLE
G87110105FTITECHNIPFMC PLC$6,0410.00%150CommonNONE
526107107LIILENNOX INTL INC$5,8270.00%12CommonSOLE
H2906T109GRMNGARMIN LTD$5,6800.00%28CommonSOLE
H2927K103AMRZAMRIZE LTD$5,4290.00%116CommonNONE
833445109SNOWSNOWFLAKE INC$4,6120.00%25CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4,0500.00%89CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$3,9840.00%82CommonSOLE
G8656L130THCHTH INTERNATIONAL LIMITED$3,5530.00%1,427CommonSOLE
90138F102TWLOTWILIO INC$2,9450.00%25CommonNONE
418056107HASHASBRO INC$2,8250.00%40CommonNONE
577081102MATMATTEL INC$2,7300.00%160CommonNONE
N2451R105CVACCUREVAC N V$2,7150.00%700CommonNONE
02209S103MOALTRIA GROUP INC$2,4390.00%50CommonNONE
G39973121CHEER HLDG INC$2,2520.00%1,759CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$1,2140.00%36CommonNONE
50155Q100KDKYNDRYL HLDGS INC$8680.00%40CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5640.00%8CommonNONE
72919P202PLUGPLUG POWER INC$4200.00%221CommonNONE
45688C107NGVTINGEVITY CORP$3070.00%6CommonNONE
H8817H100RIGTRANSOCEAN LTD$2420.00%67CommonNONE
929740108WABWABTEC$1840.00%1CommonNONE
29082K105EMBCEMBECTA CORP$1190.00%12CommonNONE

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.