MondegarAI
ALLIANZ SE

Q1 2025 · 13F-HR

ALLIANZ SEholdings as filed

Filed 2025-05-09 · accession 0000950123-25-004403

$3.75B
Reported value
417
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$860.7M23.0%1,531,687CommonNONE
037833100AAPLAPPLE INC$135.3M3.61%609,310CommonSOLE
594918104MSFTMICROSOFT CORP$118.2M3.15%314,831CommonSOLE
67066G104NVDANVIDIA CORPORATION$101.0M2.69%932,050CommonSOLE
023135106AMZNAMAZON COM INC$99.1M2.64%521,038CommonSOLE
651639106NEMNEWMONT CORP$87.3M2.33%1,809,076CommonSOLE
02079K305GOOGLALPHABET INC$72.5M1.93%468,576CommonSOLE
46090E103QQQINVESCO QQQ TR$64.7M1.73%137,963CommonSOLE
464285204IAUISHARES GOLD TR$64.6M1.72%1,095,194CommonNONE
464288257ACWIISHARES TR$62.0M1.65%532,710CommonNONE
02157E106ALTIALTI GLOBAL INC$58.7M1.57%19,318,581CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$54.8M1.46%97,949CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$51.7M1.38%210,586CommonSOLE
464286608EZUISHARES INC$49.9M1.33%937,050CommonNONE
30303M102METAMETA PLATFORMS INC$46.3M1.23%80,272CommonSOLE
067901108ABXBARRICK GOLD CORP$42.8M1.14%2,206,012CommonSOLE
92826C839VVISA INC$37.8M1.01%107,826CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$36.2M0.96%65,983CommonSOLE
02079K107GOOGALPHABET INC$35.8M0.96%229,187CommonSOLE
025816109AXPAMERICAN EXPRESS CO$35.3M0.94%131,302CommonSOLE
532457108LLYELI LILLY & CO$32.4M0.86%39,201CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$31.1M0.83%58,452CommonSOLE
G54950103LINLINDE PLC$30.8M0.82%66,088CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$30.4M0.81%58,033CommonSOLE
11135F101AVGOBROADCOM INC$30.0M0.80%179,437CommonSOLE
92204A405VFHVANGUARD WORLD FD$27.5M0.73%230,365CommonSOLE
88160R101TSLATESLA INC$26.5M0.71%102,110CommonSOLE
718172109PMPHILIP MORRIS INTL INC$26.4M0.70%166,271CommonSOLE
464287457SHYISHARES TR$25.4M0.68%306,419CommonNONE
478160104JNJJOHNSON & JOHNSON$23.4M0.63%141,306CommonSOLE
00287Y109ABBVABBVIE INC$20.4M0.54%97,443CommonSOLE
580135101MCDMCDONALDS CORP$20.1M0.54%64,494CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$19.8M0.53%20,919CommonSOLE
46434V464CRBNISHARES TR$19.7M0.53%103,015CommonNONE
742718109PGPROCTER AND GAMBLE CO$18.7M0.50%109,897CommonSOLE
254687106DISDISNEY WALT CO$18.7M0.50%189,676CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$18.7M0.50%232,000CommonSOLE
64110L106NFLXNETFLIX INC$18.6M0.50%19,989CommonSOLE
717081103PFEPFIZER INC$18.6M0.50%734,856CommonSOLE
68389X105ORCLORACLE CORP$18.0M0.48%128,418CommonSOLE
172908105CTASCINTAS CORP$17.1M0.46%83,168CommonSOLE
17275R102CSCOCISCO SYS INC$16.2M0.43%263,268CommonSOLE
464287234EEMISHARES TR$15.9M0.42%364,094CommonNONE
31428X106FDXFEDEX CORP$15.9M0.42%65,201CommonSOLE
149123101CATCATERPILLAR INC$15.8M0.42%47,764CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$15.7M0.42%346,097CommonSOLE
79466L302CRMSALESFORCE INC$15.6M0.41%57,958CommonSOLE
949746101WMT2WELLS FARGO CO NEW$15.2M0.41%212,335CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$14.6M0.39%3,172CommonSOLE
931142103WMTWALMART INC$14.4M0.39%164,420CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$14.4M0.38%84,526CommonSOLE
922908744VTVVANGUARD INDEX FDS$14.3M0.38%82,861CommonSOLE
060505104BACBANK AMERICA CORP$14.0M0.37%335,080CommonSOLE
65339F101NEENEXTERA ENERGY INC$13.6M0.36%192,416CommonSOLE
922908363VOOVANGUARD INDEX FDS$13.5M0.36%26,364CommonSOLE
464287184FXIISHARES TR$13.5M0.36%377,528CommonNONE
872590104TMUST-MOBILE US INC$13.5M0.36%50,549CommonSOLE
437076102HDHOME DEPOT INC$12.7M0.34%34,681CommonSOLE
78468R796SPYXSPDR SER TR$12.5M0.33%273,508CommonNONE
29250N105ENBENBRIDGE INC$12.3M0.33%277,000CommonSOLE
74340W103PLDPROLOGIS INC.$12.2M0.33%108,986CommonSOLE
002824100ABTABBOTT LABS$12.1M0.32%91,443CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$12.0M0.32%35,713CommonSOLE
191216100KOCOCA COLA CO$12.0M0.32%167,942CommonSOLE
031162100AMGNAMGEN INC$11.9M0.32%38,306CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.6M0.31%23,947CommonSOLE
464286657BKFISHARES INC$11.6M0.31%290,003CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$11.6M0.31%21,204CommonSOLE
94106L109WMWASTE MGMT INC DEL$11.3M0.30%48,768CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$10.9M0.29%35,655CommonSOLE
427866108HSYHERSHEY CO$10.7M0.29%62,613CommonSOLE
747525103QCOMQUALCOMM INC$10.6M0.28%68,763CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$10.6M0.28%33,840CommonSOLE
N3167Y103RACEFERRARI N V$10.5M0.28%24,522CommonSOLE
09290D101BLKBLACKROCK INC$10.4M0.28%11,025CommonSOLE
461202103INTUINTUIT$10.4M0.28%16,892CommonSOLE
617446448MSMORGAN STANLEY$10.3M0.27%87,997CommonSOLE
172967424CCITIGROUP INC$10.0M0.27%140,684CommonSOLE
H1467J104CBCHUBB LIMITED$9.9M0.26%32,720CommonSOLE
00206R102TAT&T INC$9.6M0.26%339,778CommonSOLE
464286178GHYGISHARES INC$9.6M0.25%214,389CommonNONE
194162103CLCOLGATE PALMOLIVE CO$9.5M0.25%100,891CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$9.4M0.25%108,378CommonSOLE
58933Y105MRKMERCK & CO INC$9.3M0.25%103,076CommonSOLE
00724F101ADBEADOBE INC$9.2M0.24%23,894CommonSOLE
369604301GEGE AEROSPACE$9.1M0.24%45,269CommonSOLE
291011104EMREMERSON ELEC CO$9.0M0.24%82,468CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$8.7M0.23%119,231CommonSOLE
548661107LOWLOWES COS INC$8.7M0.23%37,096CommonSOLE
816851109SRESEMPRA$8.6M0.23%121,190CommonSOLE
59156R108METMETLIFE INC$8.6M0.23%107,574CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.6M0.23%17,365CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8.5M0.23%51,425CommonSOLE
78409V104SPGIS&P GLOBAL INC$8.5M0.23%16,757CommonSOLE
053332102AZOAUTOZONE INC$8.5M0.23%2,229CommonSOLE
244199105DEDEERE & CO$8.4M0.22%17,951CommonSOLE
654106103NKENIKE INC$8.4M0.22%132,037CommonSOLE
806857108SLBSCHLUMBERGER LTD$8.4M0.22%199,818CommonSOLE
464288224ICLNISHARES TR$8.3M0.22%725,805CommonNONE
125523100CITHE CIGNA GROUP$8.2M0.22%24,989CommonSOLE
032654105ADIANALOG DEVICES INC$8.2M0.22%40,484CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.9M0.21%15,822CommonSOLE
609207105MDLZMONDELEZ INTL INC$7.8M0.21%114,801CommonSOLE
907818108UNPUNION PAC CORP$7.8M0.21%32,877CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$7.7M0.21%35,484CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.6M0.20%69,328CommonSOLE
235851102DHRDANAHER CORPORATION$7.5M0.20%36,577CommonSOLE
81762P102NOWSERVICENOW INC$7.5M0.20%9,375CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.4M0.20%82,116CommonSOLE
922908751VBVANGUARD INDEX FDS$7.3M0.19%32,959CommonSOLE
30161N101EXCEXELON CORP$7.3M0.19%158,197CommonSOLE
46434G103IEMGISHARES INC$7.3M0.19%135,050CommonNONE
464287754IYJISHARES TR$7.0M0.19%53,860CommonSOLE
75513E101RTXRTX CORPORATION$6.8M0.18%51,702CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$6.8M0.18%180,591CommonSOLE
25809K105DASHDOORDASH INC$6.8M0.18%37,300CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$6.7M0.18%33,131CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.7M0.18%64,807CommonSOLE
20030N101CMCSACOMCAST CORP NEW$6.6M0.18%179,558CommonSOLE
713448108PEPPEPSICO INC$6.5M0.17%43,636CommonSOLE
443201108HWMHOWMET AEROSPACE INC$6.4M0.17%49,162CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.1M0.16%100,124CommonSOLE
92189F106GDXVANECK ETF TRUST$6.0M0.16%131,260CommonNONE
036752103ELVELEVANCE HEALTH INC$6.0M0.16%13,857CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.9M0.16%49,360CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.8M0.16%67,294CommonSOLE
82509L107SHOPSHOPIFY INC$5.8M0.16%61,291CommonSOLE
126408103CSXCSX CORP$5.7M0.15%193,239CommonSOLE
126650100CVSCVS HEALTH CORP$5.6M0.15%82,906CommonSOLE
438516106HONHONEYWELL INTL INC$5.4M0.15%25,692CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.2M0.14%31,168CommonSOLE
78468R556XOPSPDR SER TR$5.0M0.13%38,225CommonNONE
78464A755XMESPDR SER TR$4.8M0.13%86,570CommonNONE
464288570DSIISHARES TR$4.3M0.11%41,900CommonNONE
852234103XYZBLOCK INC$4.2M0.11%77,000CommonSOLE
615369105MCOMOODYS CORP$4.0M0.11%8,590CommonSOLE
040413205ANETARISTA NETWORKS INC$3.8M0.10%49,296CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.8M0.10%15,231CommonSOLE
047649108ATKRATKORE INC$3.7M0.10%62,273CommonSOLE
444859102HUMHUMANA INC$3.7M0.10%13,960CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.6M0.10%2,594CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$3.5M0.09%255,000CommonSOLE
46137V134PBWINVESCO EXCHANGE TRADED FD T$3.4M0.09%219,068CommonNONE
482480100KLACKLA CORP$3.4M0.09%5,042CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$3.4M0.09%220,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.4M0.09%25,587CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$3.3M0.09%29,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.3M0.09%38,867CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$3.3M0.09%590,000CommonSOLE
N3168P101FERFERROVIAL SE$3.2M0.09%72,685CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$3.2M0.09%28,701CommonSOLE
81141R100SESEA LTD$3.2M0.09%24,510CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$3.2M0.08%45,000CommonSOLE
166764100CVXCHEVRON CORP NEW$3.1M0.08%18,722CommonSOLE
722304102PDDPDD HOLDINGS INC$3.1M0.08%26,264CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.1M0.08%1,571CommonSOLE
252131107DXCMDEXCOM INC$3.0M0.08%44,460CommonSOLE
384802104GWWGRAINGER W W INC$2.9M0.08%2,935CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$2.8M0.07%37,565CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$2.8M0.07%260,000CommonSOLE
217204106CPRTCOPART INC$2.8M0.07%49,180CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$2.6M0.07%52,570CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.6M0.07%7,405CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.6M0.07%40,694CommonSOLE
693718108PCARPACCAR INC$2.5M0.07%25,741CommonSOLE
032095101APHAMPHENOL CORP NEW$2.5M0.07%37,760CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$2.5M0.07%56,259CommonSOLE
98419M100XYLXYLEM INC$2.3M0.06%19,453CommonSOLE
55354G100MSCIMSCI INC$2.3M0.06%4,075CommonSOLE
45687V106IRINGERSOLL RAND INC$2.3M0.06%28,545CommonSOLE
62944T105NVRNVR INC$2.2M0.06%309CommonSOLE
458140100INTCINTEL CORP$2.1M0.06%94,326CommonSOLE
12504L109CBRECBRE GROUP INC$2.1M0.06%16,332CommonSOLE
929160109VMCVULCAN MATLS CO$2.1M0.06%8,863CommonSOLE
871607107SNPSSYNOPSYS INC$2.1M0.05%4,783CommonSOLE
22160N109CSGPCOSTAR GROUP INC$2.0M0.05%25,512CommonSOLE
988498101YUMYUM BRANDS INC$2.0M0.05%12,585CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.0M0.05%30,338CommonNONE
95040Q104WELLWELLTOWER INC$1.9M0.05%12,683CommonSOLE
88579Y101MMM3M CO$1.9M0.05%12,989CommonSOLE
N20944109CNHCNH INDL N V$1.9M0.05%154,100CommonSOLE
038222105AMATAPPLIED MATLS INC$1.9M0.05%13,009CommonNONE
049560105ATOATMOS ENERGY CORP$1.9M0.05%12,050CommonSOLE
40412C101HCAHCA HEALTHCARE INC$1.9M0.05%5,389CommonSOLE
704326107PAYXPAYCHEX INC$1.8M0.05%11,527CommonSOLE
92343E102VRSNVERISIGN INC$1.8M0.05%6,922CommonSOLE
001744101AMNAMN HEALTHCARE SVCS INC$1.7M0.05%71,367CommonSOLE
92276F100VTRVENTAS INC$1.7M0.05%25,352CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.7M0.04%8,831CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.7M0.04%7,301CommonSOLE
863667101SYKSTRYKER CORPORATION$1.6M0.04%4,391CommonSOLE
337738108FISVFISERV INC$1.6M0.04%7,383CommonNONE
260003108DOVDOVER CORP$1.6M0.04%9,265CommonSOLE
22052L104CTVACORTEVA INC$1.6M0.04%25,804CommonSOLE
857477103STTSTATE STR CORP$1.6M0.04%18,073CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$1.6M0.04%3,218CommonSOLE
001055102AFLAFLAC INC$1.5M0.04%13,902CommonSOLE
464286400EWZISHARES INC$1.5M0.04%59,695CommonNONE
61945C103MOSMOSAIC CO NEW$1.5M0.04%56,800CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.5M0.04%10,754CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.5M0.04%10,822CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.5M0.04%24,584CommonSOLE
294429105EFXEQUIFAX INC$1.5M0.04%6,249CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$1.5M0.04%31,250CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.5M0.04%5,733CommonSOLE
512807306LRCXLAM RESEARCH CORP$1.5M0.04%20,170CommonNONE
03662Q105AKXANSYS INC$1.5M0.04%4,605CommonSOLE
64110D104NTAPNETAPP INC$1.4M0.04%16,112CommonSOLE
831865209AOSSMITH A O CORP$1.4M0.04%21,416CommonSOLE
48251W104KKRKKR & CO INC$1.4M0.04%12,015CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.3M0.04%8,934CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.3M0.04%9,010CommonSOLE
871829107SYYSYSCO CORP$1.3M0.04%17,756CommonSOLE
29444U700EQIXEQUINIX INC$1.3M0.04%1,622CommonNONE
571903202MARMARRIOTT INTL INC NEW$1.3M0.03%5,451CommonSOLE
693506107PPGPPG INDS INC$1.3M0.03%11,705CommonSOLE
406216101HALHALLIBURTON CO$1.2M0.03%48,814CommonSOLE
882508104TXNTEXAS INSTRS INC$1.2M0.03%6,868CommonSOLE
370334104GISGENERAL MLS INC$1.2M0.03%20,556CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.2M0.03%5,346CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.2M0.03%6,556CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$1.2M0.03%6,949CommonSOLE
N82405106STLASTELLANTIS N.V$1.1M0.03%99,789CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$1.1M0.03%5,272CommonSOLE
03831W108APPAPPLOVIN CORP$1.1M0.03%4,030CommonSOLE
73278L105POOLPOOL CORP$1.0M0.03%3,236CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$1.0M0.03%33,938CommonSOLE
20825C104COPCONOCOPHILLIPS$996,9550.03%9,493CommonSOLE
380237107GDDYGODADDY INC$985,3660.03%5,470CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$983,0050.03%4,468CommonSOLE
056752108BIDUBAIDU INC$982,9720.03%10,681CommonSOLE
345370860FFORD MTR CO$977,5840.03%97,466CommonSOLE
46429B655FLOTISHARES TR$966,7850.03%18,938CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$950,8000.03%12,251CommonSOLE
858119100STLDSTEEL DYNAMICS INC$938,1000.03%7,500CommonSOLE
G3265R107APTVAPTIV PLC$938,0180.03%15,765CommonSOLE
36870W100GNTAGENENTA SCIENCE S P A$927,1940.02%233,550CommonSOLE
91822M502VEONVEON LTD$887,9000.02%20,360CommonSOLE
02209S103MOALTRIA GROUP INC$880,4930.02%14,670CommonSOLE
D18190898DBDEUTSCHE BANK A G$834,0220.02%35,000CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$771,6260.02%7,906CommonSOLE
835699307SONYSONY GROUP CORP$761,7000.02%30,000CommonSOLE
T9224W109STVNSTEVANATO GROUP S P A$708,3700.02%34,690CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$687,3770.02%8,781CommonSOLE
009158106APDAIR PRODS & CHEMS INC$665,0450.02%2,255CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$645,0190.02%14,220CommonSOLE
874080104TALTAL EDUCATION GROUP$635,7180.02%48,124CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$595,0270.02%6,528CommonSOLE
256677105DGDOLLAR GEN CORP NEW$589,3950.02%6,703CommonSOLE
278865100ECLECOLAB INC$550,8990.01%2,173CommonNONE
N72482206QGENQIAGEN NV$526,1300.01%13,164CommonSOLE
670346105NUENUCOR CORP$503,0210.01%4,180CommonSOLE
513272104LWLAMB WESTON HLDGS INC$488,2810.01%9,161CommonSOLE
38526M106LOPEGRAND CANYON ED INC$470,2680.01%2,718CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$469,4090.01%3,182CommonNONE
25746U109DDOMINION ENERGY INC$455,2880.01%8,120CommonSOLE
00737L103CVSAADTALEM GLOBAL ED INC$449,3580.01%4,465CommonNONE
832696405SJMSMUCKER J M CO$447,7080.01%3,781CommonNONE
88339J105TTDTHE TRADE DESK INC$444,9830.01%8,132CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$440,2060.01%11,136CommonNONE
855244109SBUXSTARBUCKS CORP$438,4630.01%4,470CommonSOLE
743315103PGRPROGRESSIVE CORP$437,8160.01%1,547CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$435,1500.01%5,000CommonSOLE
902973304USBUS BANCORP DEL$430,6440.01%10,200CommonSOLE
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$422,6620.01%3,327CommonNONE
205887102CAGCONAGRA BRANDS INC$417,7590.01%15,664CommonNONE
254709108DFSEURDISCOVER FINL SVCS$415,8250.01%2,436CommonNONE
440452100HRLHORMEL FOODS CORP$415,7720.01%13,438CommonNONE
384637104GHCGRAHAM HLDGS CO$399,7180.01%416CommonNONE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$398,0660.01%8,326CommonNONE
H42097107UBSUBS GROUP AG$373,9010.01%12,312CommonSOLE
65249B109NWSANEWS CORP NEW$372,0160.01%13,667CommonNONE
98978V103ZTSZOETIS INC$368,6510.01%2,239CommonNONE
92537N108VRTVERTIV HOLDINGS CO$360,0610.01%4,987CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$351,4390.01%16,173CommonNONE
G7S00T104PNRPENTAIR PLC$348,6080.01%3,985CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$341,8240.01%30,602CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$340,4340.01%4,431CommonNONE
174610105CFGCITIZENS FINL GROUP INC$338,1660.01%8,254CommonNONE
872540109TJXTJX COS INC NEW$336,1680.01%2,760CommonSOLE
74762E102QUREQUANTA SVCS INC$334,5010.01%1,316CommonNONE
281020107EIXEDISON INTL$333,4870.01%5,660CommonSOLE
92556V106VTRSVIATRIS INC$326,9210.01%37,534CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$321,8690.01%2,969CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$315,2090.01%3,830CommonSOLE
745867101PHMPULTE GROUP INC$312,5120.01%3,040CommonSOLE
26875P101EOGEOG RES INC$309,0580.01%2,410CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$307,8500.01%5,000CommonSOLE
682189105ONON SEMICONDUCTOR CORP$305,1750.01%7,500CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$302,9960.01%3,590CommonSOLE
G29183103ETNEATON CORP PLC$301,7310.01%1,110CommonSOLE
23804L103DDOGDATADOG INC$299,6140.01%3,020CommonSOLE
336433107FSLRFIRST SOLAR INC$296,4780.01%2,345CommonNONE
14040H105COFCAPITAL ONE FINL CORP$288,6730.01%1,610CommonSOLE
22822V101CCICROWN CASTLE INC$284,5480.01%2,730CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$279,4380.01%2,770CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$277,7250.01%1,610CommonSOLE
16411R208LNGCHENIERE ENERGY INC$268,4240.01%1,160CommonSOLE
653656108NICENICE LTD$262,0890.01%1,700CommonSOLE
761152107RMDRESMED INC$250,0400.01%1,117CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$236,6000.01%700CommonSOLE
29476L107EQREQUITY RESIDENTIAL$236,2140.01%3,300CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$236,0580.01%1,139CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$232,8350.01%15,512CommonSOLE
09260D107BXBLACKSTONE INC$230,6370.01%1,650CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$219,9400.01%460CommonSOLE
046353108AZNNASTRAZENECA PLC$213,4440.01%2,904CommonNONE
594972408MSTRMICROSTRATEGY INC$213,3200.01%740CommonSOLE
464288679SHVISHARES TR$211,5310.01%1,915CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$209,4430.01%1,310CommonSOLE
58155Q103MCKMCKESSON CORP$208,6270.01%310CommonSOLE
369550108GDGENERAL DYNAMICS CORP$204,7070.01%751CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$203,2020.01%1,666CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$193,6120.01%4,680CommonNONE
15135B101CNCCENTENE CORP DEL$191,2370.01%3,150CommonSOLE
46266C105IQVIQVIA HLDGS INC$190,4040.01%1,080CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$189,4800.01%800CommonSOLE
744320102PRUPRUDENTIAL FINL INC$184,2720.00%1,650CommonSOLE
767204100RIORIO TINTO PLC$183,7850.00%3,059CommonNONE
278642103EBAYEBAY INC.$182,8710.00%2,700CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$181,5910.00%2,919CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$180,4750.00%2,490CommonSOLE
H2906T109GRMNGARMIN LTD$180,2180.00%830CommonSOLE
46428Q109SLVISHARES SILVER TR$179,3700.00%5,788CommonNONE
29364G103ETRENTERGY CORP NEW$170,9800.00%2,000CommonSOLE
47215P106JDJD.COM INC$167,0290.00%4,062CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$164,3280.00%1,200CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$162,6860.00%2,780CommonSOLE
209115104EDCONSOLIDATED EDISON INC$161,4610.00%1,460CommonSOLE
H01301128ALCALCON AG$159,8960.00%1,700CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$149,4050.00%850CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$147,3520.00%12,670CommonSOLE
833445109SNOWSNOWFLAKE INC$130,0820.00%890CommonSOLE
87612E106TGTTARGET CORP$127,3190.00%1,220CommonSOLE
03076C106AMPAMERIPRISE FINL INC$125,8690.00%260CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$123,7520.00%3,100CommonSOLE
464286327SLVPISHARES INC$120,8940.00%8,065CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$120,0480.00%4,100CommonSOLE
577081102MATMATTEL INC$118,5230.00%6,100CommonSOLE
90138F102TWLOTWILIO INC$117,1980.00%1,197CommonNONE
464286822EWWISHARES INC$113,7430.00%2,232CommonNONE
404280406HSBCHSBC HLDGS PLC$110,4380.00%1,923CommonNONE
64110W102NTESNETEASE INC$109,5070.00%1,064CommonNONE
19260Q107COINCOINBASE GLOBAL INC$107,9880.00%627CommonNONE
60770K107MRNAMODERNA INC$105,5190.00%3,722CommonSOLE
260557103DOWDOW INC$89,0460.00%2,550CommonSOLE
74435K204PUKPRUDENTIAL PLC$87,5910.00%4,074CommonNONE
37045V100GMGENERAL MTRS CO$81,8320.00%1,740CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$73,1170.00%1,150CommonNONE
09075V102BNTXBIONTECH SE$72,8480.00%800CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$72,2180.00%560CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$70,1570.00%2,363CommonNONE
92338C103VLTOVERALTO CORP$69,4820.00%713CommonSOLE
921910816MGKVANGUARD WORLD FD$66,7180.00%216CommonNONE
375558103GILDGILEAD SCIENCES INC$55,1290.00%492CommonSOLE
36828A101GEVGE VERNOVA INC$51,8980.00%170CommonNONE
088606108BHPBHP GROUP LTD$50,3360.00%1,037CommonNONE
784730103SSRMSSR MINING IN$43,7110.00%4,358CommonNONE
G4124C109GRABGRAB HOLDINGS LIMITED$42,4010.00%9,360CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$41,2250.00%65CommonNONE
46436E361IBLCISHARES TR$40,6300.00%1,646CommonNONE
464286749EWLISHARES INC$39,1010.00%755CommonNONE
464288240ACWXISHARES TR$38,9260.00%702CommonNONE
464287655IWMISHARES TR$38,1030.00%191CommonNONE
922908512VOEVANGUARD INDEX FDS$38,0480.00%237CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$35,1570.00%430CommonNONE
227046109CROXCROCS INC$30,3730.00%286CommonNONE
77543R102ROKUROKU INC$30,1480.00%428CommonNONE
36118L106FUTUFUTU HLDGS LTD$29,6820.00%290CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$29,2990.00%236CommonSOLE
922908736VUGVANGUARD INDEX FDS$28,5530.00%77CommonNONE
57060D108MKTXMARKETAXESS HLDGS INC$27,0440.00%125CommonNONE
464287762IYHISHARES TR$25,8780.00%425CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$24,5150.00%1,703CommonNONE
464287523SOXXISHARES TR$24,0860.00%128CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$24,0550.00%124CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$22,5370.00%321CommonNONE
012653101ALBALBEMARLE CORP$21,6060.00%300CommonNONE
46434G822EWJISHARES INC$19,1280.00%279CommonNONE
910873405UMCUNITED MICROELECTRONICS CORP$18,5760.00%2,598CommonNONE
686688102ORAORMAT TECHNOLOGIES INC$18,1880.00%257CommonSOLE
487836108KKELLANOVA$16,2510.00%197CommonNONE
13321L108CCJCAMECO CORP$15,9700.00%388CommonNONE
504922105LHLABCORP HOLDINGS INC$14,6630.00%63CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$14,2960.00%295CommonSOLE
42809H107HESHESS CORP$14,0560.00%88CommonNONE
147448104CWSTCASELLA WASTE SYS INC$13,6040.00%122CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$12,9610.00%840CommonNONE
071813109BAXBAXTER INTL INC$12,3910.00%362CommonSOLE
76655K103RGTIRIGETTI COMPUTING INC$11,8800.00%1,500CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$11,8520.00%52CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$11,4310.00%68CommonNONE
45337C102INCYINCYTE CORP$11,2620.00%186CommonSOLE
921910840MGVVANGUARD WORLD FD$11,2090.00%87CommonNONE
60855R100MOHMOLINA HEALTHCARE INC$11,1990.00%34CommonSOLE
03073E105CORCENCORA INC$10,8460.00%39CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$10,6540.00%132CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$10,1670.00%64CommonNONE
37637K108GTLBGITLAB INC$9,4000.00%200CommonNONE
247361702DALDELTA AIR LINES INC DEL$9,3300.00%214CommonNONE
26210C104DBXDROPBOX INC$9,0550.00%339CommonSOLE
058498106BALLBALL CORP$8,3830.00%161CommonNONE
142339100CSLCARLISLE COS INC$8,1720.00%24CommonNONE
518439104ELLAUDER ESTEE COS INC$8,0520.00%122CommonNONE
92556H2060VVBPARAMOUNT GLOBAL$7,8340.00%655CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7,5280.00%57CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$6,9270.00%94CommonNONE
465741106ITRIITRON INC$6,6000.00%63CommonSOLE
29355A107ENPHENPHASE ENERGY INC$6,2050.00%100CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$5,9220.00%35CommonSOLE
46429B671MCHIISHARES TR$5,5490.00%102CommonNONE
30063P105EXKEXACT SCIENCES CORP$4,7190.00%109CommonSOLE
89055F103BLDTOPBUILD CORP$2,4400.00%8CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2,2870.00%31CommonNONE
92942W107KLGWK KELLOGG CO$9770.00%49CommonNONE
87918A105TDOCTELADOC HEALTH INC$6770.00%85CommonSOLE
N2451R105CVACCUREVAC N V$2490.00%90CommonNONE

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.