InvestInfoAI
NATIXIS ADVISORS, LLC

Q2 2025 · 13F-HR

NATIXIS ADVISORS, LLCholdings as filed

Filed 2025-08-13 · accession 0001018331-25-000006

$63.0M
Reported value
1,594
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · NATIXIS ADVISORS, LLC · Q2 2025

AI · grounded in 13F

NATIXIS ADVISORS, LLC established a new position in MSFT valued at $3.05M. The fund also initiated new stakes in NVDA for $2.73M and AMZN for $1.87M. Additional new positions include AAPL at $1.60M and META at $1.47M.

Holdings as filed

First 500 of 1594

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$3.0M4.84%6,126,954CommonSOLE
67066G104NVDANVIDIA CORP$2.7M4.33%17,262,446CommonSOLE
023135106AMZNAMAZON.COM INC$1.9M2.97%8,533,075CommonSOLE
037833100AAPLAPPLE INC$1.6M2.54%7,808,792CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M2.33%1,987,127CommonSOLE
11135F101AVGOBROADCOM INC$981,5591.56%3,560,888CommonSOLE
02079K305GOOGLALPHABET$966,2491.53%5,482,888CommonSOLE
92826C839VVISA INC-CLASS A SHRS$874,6911.39%2,463,570CommonSOLE
922908629VOVANGUARD INDEX FDS MID CAP ETF$772,7131.23%2,761,367CommonSOLE
64110L106NFLXNETFLIX.COM INC$759,0041.20%566,789CommonSOLE
464288273SCZISHARES TR$737,4521.17%10,146,560CommonSOLE
46625H100JPMJPMORGAN CHASE and CO$677,6261.08%2,337,343CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS VNG RUS2000IDX$631,9771.00%7,245,779CommonSOLE
02079K107GOOGALPHABET$603,5450.96%3,402,361CommonSOLE
922908363VOOVANGUARD INDEX FDS S&P 500 ETF SHS$568,8450.90%1,001,434CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$555,2150.88%2,451,387CommonSOLE
88160R101TSLATESLA INC$541,6780.86%1,705,211CommonSOLE
68389X105ORCLORACLE CORP$501,3270.80%2,293,038CommonSOLE
532457108LLYLILLY ELI and CO$492,7190.78%632,072CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$397,5190.63%818,327CommonSOLE
G54950103LINLINDE PLC SHS$383,4320.61%817,240CommonSOLE
30231G102XOMEXXON MOBIL CORP$382,9120.61%3,552,049CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$380,3020.60%676,766CommonSOLE
81762P102NOWSERVICENOW INC$346,6390.55%337,171CommonSOLE
097023105BABOEING CO$346,5330.55%1,653,857CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$329,3680.52%1,795,217CommonSOLE
437076102HDHOME DEPOT INC$325,3730.52%887,446CommonSOLE
742718109PGPROCTER and GAMBLE CO$315,9690.50%1,983,238CommonSOLE
922908736VUGVANGUARD GROWTH ETF$304,5070.48%694,588CommonSOLE
060505104BACBANK AMERICA CORP$304,4390.48%6,433,622CommonSOLE
22160K105COSTCOSTCO WHSL CORP$303,5300.48%306,615CommonSOLE
032095101APHAMPHENOL CORP$302,3030.48%3,061,298CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$301,1820.48%554,244CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$298,6870.47%422,023CommonSOLE
G29183103ETNEATON CORP$291,9960.46%817,941CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF$288,9450.46%2,150,047CommonSOLE
254687106DISTHE WALT DISNEY CO$269,9180.43%2,176,582CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$269,0480.43%2,504,861CommonSOLE
949746101WMT2WELLS FARGO and CO$267,8590.42%3,343,226CommonSOLE
79466L302CRMSALESFORCE.COM INC$265,2010.42%972,534CommonSOLE
718172109PMPHILIP MORRIS INTL INC$264,1360.42%1,450,258CommonSOLE
369604301GEGE AEROSPACE$258,4580.41%1,004,151CommonSOLE
191216100KOCOCA COLA CO$248,5970.39%3,513,745CommonSOLE
580135101MCDMCDONALDS CORP$246,4300.39%843,449CommonSOLE
00287Y109ABBVABBVIE INC$241,6320.38%1,301,754CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$240,6440.38%540,530CommonSOLE
17275R102CSCOCISCO SYS INC$239,2730.38%3,448,730CommonSOLE
461202103INTUINTUIT$236,1990.37%299,886CommonSOLE
002824100ABTABBOTT LABS$235,2680.37%1,729,787CommonSOLE
032654105ADIANALOG DEVICES INC$232,6660.37%977,506CommonSOLE
931142103WMTWALMART INC$225,9210.36%2,310,503CommonSOLE
78464A854SPYMSPDR SERIES TRUST$225,1030.36%3,096,749CommonSOLE
025816109AXPAMERICAN EXPRESS CO$215,0970.34%674,325CommonSOLE
75513E101RTXRTX CORPORATION$213,1740.34%1,459,901CommonSOLE
H1467J104CBCHUBB LIMITED$209,6550.33%723,646CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$207,2230.33%2,377,231CommonSOLE
747525103QCOMQUALCOMM INC$207,2030.33%1,301,035CommonSOLE
743315103PGRPROGRESSIVE CORP$206,7020.33%774,570CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$203,9130.32%682,235CommonSOLE
478160104JNJJOHNSON and JOHNSON$199,6420.32%1,306,987CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$195,8220.31%664,298CommonSOLE
670100205NVONOVO-NORDISK A/S$195,5390.31%2,833,071CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$192,0140.30%2,130,407CommonSOLE
609207105MDLZMONDELEZ INTL INC CL A$187,5220.30%2,780,580CommonSOLE
40415F101HDBHDFC BANK LTD$183,3520.29%2,391,439CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$183,0580.29%2,006,333CommonSOLE
872540109TJXTJX COS INC$179,5160.28%1,453,685CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$177,0990.28%810,004CommonSOLE
244199105DEDEERE & CO$176,5170.28%347,139CommonSOLE
882508104TXNTEXAS INSTRS INC$173,7050.28%836,647CommonSOLE
06738E204BCSBARCLAYS$173,5780.28%9,337,153CommonSOLE
12504L109CBRECBRE GROUP INC$172,1080.27%1,228,293CommonSOLE
038222105AMATAPPLIED MATLS INC$171,9220.27%939,107CommonSOLE
639057207NWGNATWEST GROUP PLC$170,5560.27%12,053,397CommonSOLE
82509L107SHOPSHOPIFY INC - CLASS A$165,2480.26%1,432,584CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$164,7940.26%406,437CommonSOLE
20825C104COPCONOCOPHILLIPS$164,7640.26%1,836,016CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD ORD$162,2600.26%1,782,097CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$161,5990.26%1,138,824CommonSOLE
040413205ANETARISTA NETWORKS INC$160,5000.25%1,568,764CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$159,8570.25%199,475CommonSOLE
166764100CVXCHEVRON CORP$159,0320.25%1,110,633CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC$158,0840.25%11,522,181CommonSOLE
172967424CCITIGROUP INC$158,0010.25%1,856,220CommonSOLE
052769106ADSKAUTODESK INC$154,5290.25%499,175CommonNONE
58933Y105MRKMERCK and CO INC$153,5070.24%1,939,208CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A SHS$153,0980.24%199,517CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$152,8890.24%1,121,544CommonSOLE
78409V104SPGIS&P GLOBAL INC$152,4120.24%289,048CommonSOLE
617446448MSMORGAN STANLEY$151,9350.24%1,078,625CommonSOLE
464287499IWRISHARES TR$149,9770.24%1,630,714CommonSOLE
855244109SBUXSTARBUCKS CORP$147,6160.23%1,610,998CommonSOLE
58155Q103MCKMCKESSON CORP$147,4270.23%201,189CommonSOLE
636274409NGGNATIONAL GRID PLC$146,8970.23%1,974,159CommonSOLE
835699307SONYSONY GROUP CORP$146,1690.23%5,615,401CommonSOLE
94106L109WMWASTE MGMT INC DEL$144,0670.23%629,610CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$143,2100.23%3,025,783CommonSOLE
443201108HWMHOWMET AEROSPACE INC$141,5730.22%760,613CommonSOLE
36828A101GEVGE VERNOVA INC$140,5050.22%265,528CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$137,9490.22%315,376CommonSOLE
98978V103ZTSZOETIS INC CL A$137,0780.22%878,982CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$134,9850.21%432,685CommonSOLE
701094104PHPARKER-HANNIFIN CORP$134,7790.21%192,963CommonSOLE
80105N105SNYSANOFI$134,5830.21%2,785,812CommonSOLE
922908751VBVANGUARD INDEX FDS SMALL CP ETF$133,2740.21%562,385CommonSOLE
125523100CITHE CIGNA GROUP$132,5720.21%401,026CommonSOLE
09290D101BLKBLACKROCK INC$132,2130.21%126,008CommonSOLE
235851102DHRDANAHER CORPORATION$131,8830.21%667,626CommonSOLE
89151E109TTENTOTALENERGIES SE$131,1630.21%2,136,551CommonSOLE
504922105LHLABCORP HOLDINGS INC$131,0070.21%499,055CommonSOLE
482480100KLACKLA CORP$128,4390.20%143,389CommonSOLE
046353108AZNNASTRAZENECA PLC$128,4340.20%1,837,925CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$126,0950.20%592,668CommonSOLE
115236101BROBROWN & BROWN INC$125,3530.20%1,130,631CommonSOLE
548661107LOWLOWES COS INC$124,8620.20%562,772CommonSOLE
464287598IWDISHARES TR$124,2200.20%639,551CommonSOLE
464287465EFAISHARES TR$124,1540.20%1,388,900CommonSOLE
803054204SAPSAP SE$123,4320.20%405,892CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$123,3250.20%1,321,809CommonSOLE
46432F842IEFAISHARES TR$120,0110.19%1,437,603CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$117,6370.19%342,605CommonSOLE
911363109URIUNITED RENTALS INC$116,7780.19%155,001CommonSOLE
464287614IWFISHARES TR$116,1950.18%273,670CommonSOLE
00724F101ADBEADOBE INC$115,6660.18%298,970CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$114,1820.18%271,565CommonSOLE
20030N101CMCSACOMCAST CORP$114,0140.18%3,194,558CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORPORATION$113,3240.18%1,809,133CommonNONE
778296103ROSTROSS STORES INC$112,6060.18%882,634CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$112,2810.18%548,676CommonSOLE
438516106HONHONEYWELL INTL INC$110,9020.18%476,219CommonSOLE
278865100ECLECOLAB INC$110,1050.17%408,645CommonSOLE
842587107SOSOUTHERN CO$108,9320.17%1,186,232CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$108,3620.17%351,367CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$106,8980.17%2,470,492CommonSOLE
693718108PCARPACCAR INC$106,6220.17%1,121,629CommonSOLE
00206R102TATandT INC$105,7850.17%3,655,311CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$105,6190.17%329,935CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$104,8370.17%18,109CommonSOLE
09260D107BXBLACKSTONE INC$104,3950.17%697,922CommonSOLE
66987V109NVSNOVARTIS AG$104,1900.17%860,998CommonSOLE
464287671IUSGISHARES TR$103,4370.16%687,744CommonSOLE
H42097107UBSUBS GROUP AG SHS$101,8350.16%3,011,100CommonSOLE
172908105CTASCINTAS CORP$101,4160.16%455,045CommonSOLE
969457100WMBWILLIAMS COS INC$100,9910.16%1,607,887CommonSOLE
871607107SNPSSYNOPSYS INC$100,5670.16%196,160CommonSOLE
26441C204DUKDUKE ENERGY CORP$100,4860.16%851,580CommonSOLE
95040Q104WELLWELLTOWER INC$100,4450.16%653,387CommonSOLE
149123101CATCATERPILLAR INC$98,7880.16%254,471CommonSOLE
907818108UNPUNION PAC CORP$98,2100.16%426,853CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$96,9730.15%132,589CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$96,9690.15%1,726,962CommonSOLE
456837103INGING GROEP N.V.$96,8480.15%4,428,349CommonSOLE
48251W104KKRKKR & CO INC$94,8060.15%712,664CommonSOLE
26874R108EENI S P A$94,7010.15%2,921,064CommonSOLE
031162100AMGNAMGEN INC$94,5680.15%338,654CommonSOLE
366651107ITGARTNER INC$94,4040.15%233,545CommonSOLE
571903202MARMARRIOTT INTL INC$94,2820.15%345,091CommonSOLE
872590104TMUST-MOBILE US INC$92,9670.15%390,191CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$92,5500.15%423,587CommonSOLE
G0403H108AONAON PLC$90,5830.14%253,905CommonSOLE
780259305SHELSHELL PLC$89,9390.14%1,277,363CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$89,4930.14%174,685CommonSOLE
12514G108CDWCDW CORP$88,3270.14%494,578CommonSOLE
615369105MCOMOODYS CORP$88,0400.14%175,522CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$87,3420.14%519,891CommonSOLE
74340W103PLDPROLOGIS INC.$86,2130.14%820,143CommonSOLE
713448108PEPPEPSICO INC$85,8200.14%649,952CommonSOLE
126650100CVSCVS HEALTH CORP$85,6290.14%1,241,360CommonSOLE
922908744VTVVANGUARD INDEX FDS VALUE ETF$85,5450.14%484,018CommonSOLE
893641100TDGTRANSDIGM GROUP INC$85,1320.14%55,984CommonSOLE
142339100CSLCARLISLE COS INC$84,8860.13%227,332CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC SHS$84,4540.13%799,606CommonSOLE
863667101SYKSTRYKER CORPORATION$84,0900.13%212,548CommonSOLE
65339F101NEENEXTERA ENERGY INC$83,9290.13%1,208,997CommonSOLE
25746U109DDOMINION ENERGY INC$83,8280.13%1,483,165CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$83,5980.13%259,009CommonSOLE
654106103NKENIKE INC CL B$82,7540.13%1,164,889CommonSOLE
084423102WRBBERKLEY W R CORP$82,6330.13%1,124,723CommonSOLE
294429105EFXEQUIFAX INC$82,3880.13%318,259CommonSOLE
369550108GDGENERAL DYNAMICS CORP$81,5290.13%279,535CommonSOLE
337738108FISVFISERV INC$81,4410.13%472,370CommonSOLE
46982L108JJACOBS SOLUTIONS INC$81,0260.13%616,399CommonSOLE
595112103MUMICRON TECHNOLOGY INC$79,4940.13%644,981CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$78,7930.13%485,478CommonSOLE
031100100AMEAMETEK INC$78,5320.12%433,979CommonSOLE
904767704UNILEVER PLC$74,0060.12%1,209,837CommonSOLE
892331307TMTOYOTA MOTOR CORP ADS$73,9440.12%429,258CommonSOLE
036752103ELVELEVANCE HEALTH INC$73,9250.12%190,057CommonSOLE
03076C106AMPAMERIPRISE FINL INC$73,8730.12%138,408CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$73,2050.12%855,306CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$73,1120.12%1,038,970CommonSOLE
941848103WATWATERS CORP$70,5730.11%202,192CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$70,1690.11%283,799CommonSOLE
375558103GILDGILEAD SCIENCES INC$69,7010.11%628,671CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$69,6490.11%277,663CommonSOLE
217204106CPRTCOPART INC$69,5430.11%1,417,222CommonSOLE
02209S103MOALTRIA GROUP INC$69,4700.11%1,184,893CommonSOLE
464287663IUSVISHARES TR$68,0720.11%719,348CommonSOLE
81141R100SESEA LTD$67,9270.11%424,702CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$67,4330.11%590,220CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM$66,6170.11%216,183CommonSOLE
03027X100AMTAMERICAN TOWER COR$66,1380.10%299,238CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$65,3810.10%625,654CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$65,2100.10%531,890CommonSOLE
512807306LRCXLAM RESEARCH CORP$64,9450.10%667,202CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$64,6470.10%242,725CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$63,9940.10%826,802CommonSOLE
631103108NDAQNASDAQ INC$63,2890.10%707,777CommonSOLE
053332102AZOAUTOZONE INC$63,2790.10%17,046CommonSOLE
655663102NDSNNORDSON CORP$63,1690.10%294,674CommonSOLE
441593100HLIHOULIHAN LOKEY INC$63,0310.10%350,267CommonSOLE
26875P101EOGEOG RES INC$62,8110.10%525,129CommonSOLE
78462F103SPYSPDR S&P$62,7960.10%101,636CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SVCS$62,6400.10%769,437CommonSOLE
020002101ALLALLSTATE CORP$61,7550.10%306,769CommonSOLE
988498101YUMYUM! BRANDS INC$60,9360.10%411,230CommonSOLE
92206C599VTHRVANGUARD SCOTTSDALE FDS VNG RUS3000IDX$60,6310.10%222,295CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$59,9300.10%191,384CommonSOLE
464287804IJRISHARES TR$59,8980.10%548,062CommonSOLE
922908652VXFVANGUARD INDEX FDS EXTEND MKT ETF$59,8350.09%310,490CommonSOLE
759530108RELXRELX PLC$59,4120.09%1,093,341CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$59,3390.09%113,025CommonNONE
25243Q205DEODIAGEO PLC$58,7100.09%582,208CommonSOLE
885160101THOTHOR INDS INC$57,8140.09%650,984CommonSOLE
N72482206QGENQIAGEN NV$57,7850.09%1,202,350CommonSOLE
55306N104MKSIMKS INC.$57,0500.09%574,177CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC$56,5340.09%348,031CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A$55,8140.09%715,295CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$55,5970.09%603,685CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$55,5050.09%97,920CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$55,3360.09%100,801CommonSOLE
339750101FNDFLOOR & DECOR HLDGS INC CL A$55,2220.09%726,983CommonSOLE
717081103PFEPFIZER INC$54,5820.09%2,251,725CommonSOLE
929160109VMCVULCAN MATLS CO$54,1270.09%207,524CommonSOLE
816851109SRESEMPRA$53,3170.08%703,664CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC CL A$53,2790.08%292,823CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$53,2130.08%170,829CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$52,9550.08%284,066CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$52,8020.08%637,710CommonSOLE
464287200IVVISHARES TR$52,5080.08%84,567CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$52,1660.08%157,046CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$51,6640.08%101,440CommonSOLE
22822V101CCICROWN CASTLE INC$51,6240.08%502,522CommonSOLE
256677105DGDOLLAR GEN CORP$51,4990.08%450,245CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD SHS$51,2460.08%167,196CommonSOLE
98419M100XYLXYLEM INC$50,8560.08%393,135CommonNONE
009158106APDAIR PRODS and CHEMS INC$49,8100.08%176,593CommonSOLE
40412C101HCAHCA HEALTHCARE INC$49,5720.08%129,396CommonSOLE
291011104EMREMERSON ELEC CO$49,4920.08%371,200CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA INC$49,2750.08%248,416CommonSOLE
12572Q105CMECME GROUP INC$48,9960.08%177,765CommonSOLE
285512109EAELECTRONIC ARTS INC$48,8760.08%306,050CommonSOLE
60786M105MCMOELIS & COMPANY CL A$48,8230.08%783,426CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT$48,7810.08%882,440CommonSOLE
03073E105CORCENCORA INC$48,4550.08%161,597CommonSOLE
03831W108APPAPPLOVIN CORP$48,2060.08%137,700CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$48,1420.08%607,313CommonSOLE
22052L104CTVACORTEVA INC$48,1260.08%645,728CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$47,7810.08%449,575CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$47,7610.08%103,125CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$47,6820.08%826,810CommonSOLE
784117103SEICSEI INVESTMENTS CO$47,5930.08%529,634CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC$47,5720.08%24,315CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROUP$47,4390.08%411,298CommonSOLE
56585A102MPCMARATHON PETE CORP$47,4390.08%285,589CommonSOLE
N3167Y103RACEFERRARI N V$47,1430.07%96,065CommonSOLE
055622104BPBP PLC$46,9630.07%1,569,098CommonSOLE
47030M106JAMES HARDIE INDS PLC$46,6710.07%1,735,626CommonSOLE
053611109AVYAVERY DENNISON CORP$46,6260.07%265,720CommonSOLE
760759100RSGREPUBLIC SVCS INC$46,2190.07%187,417CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$45,8680.07%392,243CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$45,4640.07%438,164CommonSOLE
146869102CVNACARVANA CO$43,5400.07%129,215CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$43,3470.07%138,110CommonSOLE
446413106HIIHUNTINGTON INGALLS INDUSTRIES$43,2600.07%179,162CommonSOLE
22160N109CSGPCOSTAR GROUP INC$43,2280.07%537,666CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$42,9130.07%88,681CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$42,8930.07%279,668CommonSOLE
536797103LADLITHIA MTRS INC$42,5820.07%126,050CommonSOLE
89055F103BLDTOPBUILD CORP$42,5640.07%131,475CommonNONE
229899109CFRCULLEN FROST BANKERS INC$42,2150.07%328,418CommonSOLE
49177J102KVUEKENVUE INC$41,9630.07%2,004,905CommonSOLE
059460303BBDBANCO BRADESCO S A$41,6130.07%13,466,834CommonSOLE
29444U700EQIXEQUINIX INC$41,1670.07%51,752CommonSOLE
42809H107HESHESS CORP$41,1330.07%296,905CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$40,9950.07%91,652CommonNONE
70450Y103PYPLPAYPAL HOLDINGS INC$40,8950.06%550,246CommonNONE
268150109DTDYNATRACE INC$40,7220.06%737,581CommonSOLE
37045V100GMGENERAL MTRS CO$40,2990.06%818,921CommonSOLE
55261F104MTBM and T BK CORP$40,2690.06%207,582CommonSOLE
45104G104IBNICICI BANK$40,2400.06%1,196,203CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$40,1480.06%245,014CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$40,1050.06%80,214CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP$40,0650.06%167,959CommonSOLE
58733R102MELIMERCADOLIBRE INC$40,0100.06%15,308CommonSOLE
92939U106WECWEC ENERGY GROUP INC$39,8150.06%382,108CommonSOLE
464288877EFVISHARES TR$39,0970.06%615,893CommonSOLE
253868103DLRDIGITAL RLTY TR INC$38,9140.06%223,219CommonSOLE
464287507IJHISHARES TR$38,6880.06%623,793CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$38,5500.06%1,166,078CommonSOLE
929740108WABWABTEC$38,4940.06%183,872CommonSOLE
34959E109FTNTFORTINET INC$37,8010.06%357,560CommonSOLE
477839104JBTMJBT MAREL CORPORATION$37,7090.06%313,557CommonSOLE
29250N105ENBENBRIDGE INC$37,4190.06%825,660CommonSOLE
682680103OKEONEOK INC$37,2170.06%455,923CommonSOLE
89531P105TREXTREX CO INC$36,9370.06%679,253CommonSOLE
361448103GATXGATX CORP$36,7940.06%239,607CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$36,7910.06%137,519CommonSOLE
071813109BAXBAXTER INTL INC$36,6850.06%1,211,510CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$36,5780.06%401,472CommonSOLE
464287630IWNISHARES RUSSELL$36,3800.06%230,606CommonSOLE
22266T109CPNGCOUPANG INC$36,3330.06%1,212,718CommonSOLE
501044101KRKROGER CO$35,9650.06%501,388CommonSOLE
75524B104RBCRBC BEARINGS INC$35,5780.06%92,458CommonSOLE
942622200WSOWATSCO INC$35,5470.06%80,492CommonSOLE
G8473T100STESTERIS PLC SHS USD$35,0660.06%145,976CommonSOLE
256746108DLTRDOLLAR TREE INC$35,0320.06%353,716CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$35,0000.06%385,034CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$34,8990.06%186,903CommonSOLE
125269100CFCF INDS HLDGS INC$34,7930.06%378,189CommonSOLE
98138H101WDAYWORKDAY INC$34,6200.05%144,252CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES$34,6140.05%467,314CommonSOLE
74762E102QUREQUANTA SVCS INC$34,4760.05%91,188CommonSOLE
N00985106AERAERCAP HOLDINGS NV SHS$34,4340.05%294,311CommonSOLE
871829107SYYSYSCO CORP$34,2950.05%452,794CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$33,9800.05%343,158CommonSOLE
231021106CMICUMMINS INC$33,7300.05%102,993CommonSOLE
78468R663BILSPDR SERIES TRUST$32,6080.05%355,473CommonSOLE
26884L109EQTEQT CORP$32,2580.05%553,118CommonSOLE
19247G107COHRCOHERENT CORP$32,0560.05%359,331CommonSOLE
126408103CSXCSX CORP$31,8550.05%976,244CommonSOLE
980745103WWDWOODWARD INC$31,7980.05%129,739CommonSOLE
828806109SPGSIMON PPTY GROUP INC$31,6120.05%196,642CommonSOLE
03662Q105AKXANSYS INC$31,6090.05%89,997CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS INC$31,1200.05%128,050CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$31,1140.05%496,550CommonSOLE
05722G100BKRBAKER HUGHES COMPANY CL A$30,9650.05%807,653CommonSOLE
G25508105CRHCRH PLC ORD$30,9260.05%336,886CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$30,6510.05%51,701CommonSOLE
23331A109DHID R HORTON INC$30,6120.05%237,450CommonSOLE
920253101VMIVALMONT INDUSTRIES$30,4970.05%93,386CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD SHS$30,4890.05%74,933CommonSOLE
452327109ILMNILLUMINA INC$30,4570.05%319,220CommonNONE
904708104UNFUNIFIRST CP$30,1910.05%160,401CommonSOLE
380237107GDDYGODADDY INC CL A$30,1790.05%167,607CommonSOLE
184496107CLHCLEAN HARBORS$30,1050.05%130,225CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$30,0980.05%117,583CommonSOLE
50212V100LPLALPL FINL HLDGS INC$29,8540.05%79,617CommonSOLE
G87052109TELTE CONNECTIVITY PLC ORD SHS$29,4520.05%174,609CommonSOLE
95082P105WCCWESCO INTL INC$29,4060.05%158,776CommonSOLE
075887109BDXBECTON DICKINSON & CO$29,4000.05%170,683CommonSOLE
629377508NRGNRG ENERGY INC$29,3690.05%182,896CommonSOLE
11271J107BNBROOKFIELD CORP$29,3510.05%474,551CommonSOLE
001055102AFLAFLAC INC$29,2940.05%277,771CommonSOLE
01609W102BABAALIBABA GROUP HOLDING-$29,2200.05%257,651CommonSOLE
767204100RIORIO TINTO PLC$29,1490.05%499,726CommonSOLE
147528103CASYCASEYS GEN STORES INC$29,0580.05%56,946CommonSOLE
55354G100MSCIMSCI INC$29,0170.05%50,312CommonSOLE
418056107HASHASBRO INC$28,8920.05%391,392CommonSOLE
74164M108PRIPRIMERICA INC$28,7460.05%105,038CommonSOLE
03957W106AROCARCHROCK INC$28,6860.05%1,155,281CommonSOLE
278642103EBAYEBAY INC.$28,5410.05%383,313CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$28,5350.05%207,669CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT$28,5150.05%500,168CommonSOLE
464287655IWMISHARES TR$28,4350.05%131,771CommonSOLE
136375102CNICANADIAN NATL RY CO$28,3430.04%272,424CommonSOLE
33768G107FCFSFIRSTCASH HLDGS INC$28,2220.04%208,833CommonSOLE
29364G103ETRENTERGY CORP$28,1540.04%338,714CommonSOLE
30161N101EXCEXELON CORP$27,8930.04%642,397CommonSOLE
058498106BALLBALL CORP$27,8540.04%496,593CommonSOLE
464287309IVWISHARES TR$27,3710.04%248,604CommonSOLE
174610105CFGCITIZENS FINL GROUP$27,3250.04%610,613CommonSOLE
316773100FITBFIFTH THIRD BANCORP$27,2000.04%661,321CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$27,1110.04%922,144CommonSOLE
852234103XYZBLOCK INC$27,0930.04%398,843CommonNONE
91913Y100VLOVALERO ENERGY CORP$27,0070.04%200,914CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$27,0040.04%123,888CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$26,9290.04%170,696CommonSOLE
02005N100ALLYALLY FINL INC$26,9290.04%691,391CommonSOLE
049468101TEAMATLASSIAN CORPORATION$26,5970.04%130,962CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$26,5520.04%113,066CommonSOLE
464288414MUBISHARES TR$26,3790.04%252,480CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$26,2860.04%185,282CommonSOLE
833034101SNASNAP ON INC$26,2680.04%84,414CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$26,2300.04%271,168CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$26,0990.04%205,717CommonSOLE
921909768VXUSVANGUARD STAR FDS VG TL INTL STK F$25,9040.04%374,926CommonSOLE
756109104OREALTY INCOME CORP$25,7720.04%447,348CommonSOLE
513272104LWLAMB WESTON HLDGS INC$25,5570.04%492,893CommonSOLE
45168D104IDXXIDEXX LABS INC$25,4270.04%47,408CommonSOLE
69351T106PPLPPL CORP$25,4230.04%750,154CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$25,3220.04%86,299CommonSOLE
099724106BWABORGWARNER INC$25,3130.04%756,055CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$25,2540.04%545,562CommonSOLE
615394202MOG/AMOOG INC CL A$25,2310.04%139,418CommonSOLE
857477103STTSTATE STR CORP$25,2000.04%236,968CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS$25,1290.04%271,022CommonSOLE
88579Y101MMM3M CO$24,9250.04%163,725CommonSOLE
25809K105DASHDOORDASH INC$24,9110.04%101,056CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$24,8320.04%167,773CommonSOLE
40434L105HPQHP INC$24,6200.04%1,006,554CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$24,3880.04%2,360,891CommonSOLE
718546104PSXPHILLIPS 66$24,1560.04%202,478CommonSOLE
038336103ATRAPTARGROUP INC$24,1520.04%154,398CommonSOLE
428291108HXLHEXCEL CORP$23,9580.04%424,109CommonSOLE
69331C108PCGPGandE CORP$23,9100.04%1,715,189CommonSOLE
922908538VOTVANGUARD INDEX FDS MCAP GR IDXVIP$23,8650.04%83,918CommonSOLE
876030107TPRTAPESTRY INC$23,8590.04%271,714CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$23,6800.04%347,977CommonSOLE
693506107PPGPPG INDS INC$23,6660.04%208,054CommonSOLE
384109104GGGGRACO INC$23,5760.04%274,237CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$23,5720.04%100,113CommonSOLE
31428X106FDXFEDEX CORP COM$23,5460.04%103,585CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$23,5430.04%319,750CommonSOLE
404280406HSBCHSBC HLDGS PLC$23,4840.04%386,314CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$23,3660.04%231,351CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$23,3640.04%538,973CommonSOLE
783549108RRYDER SYS INC$23,3520.04%146,867CommonSOLE
902973304USBUS BANCORP DEL$23,2670.04%514,178CommonSOLE
05964H105SANBANCO SANTANDER S.A.$23,2230.04%2,797,977CommonSOLE
526107107LIILENNOX INTL INC$23,2190.04%40,504CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$23,2000.04%99,481CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$23,1870.04%129,082CommonSOLE
704326107PAYXPAYCHEX INC$23,1000.04%158,804CommonSOLE
436440101HO1HOLOGIC INC$23,0960.04%354,444CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE INC$22,9960.04%287,996CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$22,8760.04%94,198CommonSOLE
466313103JBLJABIL INC$22,7890.04%104,489CommonSOLE
92840M102VSTVISTRA CORP$22,7280.04%117,270CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$22,4590.04%1,098,257CommonSOLE
98389B100XELXCEL ENERGY INC$22,3210.04%327,768CommonSOLE
651639106NEMNEWMONT CORP$22,2270.04%381,508CommonSOLE
922908595VBKVANGUARD INDEX FDS SML CP GRW ETF$22,1950.04%80,143CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$22,1200.04%283,656CommonSOLE
H01301128ALCALCON AG ORD SHS$22,0930.04%250,265CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$22,0640.04%448,076CommonSOLE
947890109WBSWEBSTER FINL CORP$22,0470.03%403,793CommonSOLE
59156R108METMETLIFE INC$22,0340.03%273,987CommonSOLE
422806208HEI/AHEICO CORP$21,9020.03%84,647CommonSOLE
464288885EFGISHARES TR$21,8580.03%195,157CommonSOLE
90384S303ULTAULTA SALON COSMETCS & FRAG INC$21,8290.03%46,662CommonSOLE
464287481IWPISHARES TR$21,7730.03%156,999CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS INC$21,7590.03%229,066CommonSOLE
062540109BOHBANK HAWAII CORP$21,7470.03%322,038CommonSOLE
042735100ARWARROW ELECTRS INC$21,6380.03%169,801CommonSOLE
85254J102STAGSTAG INDL INC$21,3940.03%589,709CommonSOLE
29362U104ENTGENTEGRIS INC$21,3720.03%265,001CommonSOLE
922908769VTIVANGUARD INDEX FDS TOTAL STK MKT$21,3150.03%70,132CommonSOLE
45784P101PODDINSULET CORP$21,2590.03%67,664CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$21,2030.03%265,839CommonSOLE
34959J108FTVFORTIVE CORP$21,2000.03%406,668CommonSOLE
92047W101VVVVALVOLINE INC$21,1790.03%559,254CommonSOLE
37637Q105GBCIGLACIER BANCORP INC$21,0600.03%488,859CommonSOLE
009066101ABNBAIRBNB INC$20,9360.03%158,197CommonSOLE
303250104FICOFAIR ISAAC CORP$20,8730.03%11,419CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$20,8510.03%51,003CommonSOLE
G2717B108CUSHMAN & WAKEFIELD PLC$20,7250.03%1,872,181CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$20,7200.03%398,933CommonSOLE
359694106FULFULLER H B CO$20,6890.03%343,964CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$20,6650.03%574,349CommonSOLE
88339J105TTDTHE TRADE DESK INC$20,5640.03%285,651CommonSOLE
405552100HLNHALEON PLC$20,5350.03%1,980,255CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$20,5090.03%280,212CommonSOLE
311900104FASTFASTENAL CO$20,4990.03%488,063CommonSOLE
171779309CIENCIENA CORP$20,4460.03%251,395CommonSOLE
200340107CMACOMERICA INC$20,4460.03%342,779CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$20,4410.03%158,557CommonSOLE
143658300CCL1EURCARNIVAL CORP PAIRED CTF$20,4350.03%726,683CommonSOLE
049560105ATOATMOS ENERGY CORP$20,4340.03%132,593CommonSOLE
97650W108WTFCWINTRUST FINL CORP$20,3150.03%163,859CommonSOLE
458140100INTCINTEL CORP$20,1810.03%900,908CommonSOLE
464287473IWSISHARES TR$20,1290.03%152,332CommonSOLE
30040P103EVTCEVERTEC INC$20,1260.03%558,287CommonSOLE
770700102HOODROBINHOOD MKTS INC$20,0810.03%214,476CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS VNG RUS1000VAL$20,0500.03%235,299CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$20,0350.03%111,109CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$20,0270.03%228,959CommonSOLE
N20944109CNHCNH INDL N V SHS$19,9010.03%1,535,605CommonSOLE
252131107DXCMDEXCOM INC$19,8230.03%227,091CommonSOLE
05464C101AXONAXON ENTERPRISE INC$19,7680.03%23,877CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$19,7520.03%161,073CommonSOLE
82982L103SITESITEONE LANDSCAPE SUPPLY INC$19,7340.03%163,175CommonSOLE
116794108BRKRBRUKER CORPORATION$19,7250.03%478,757CommonSOLE
172062101CINFCINCINNATI FINL CORP$19,6510.03%131,954CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$19,5400.03%3,514,388CommonSOLE
10316T104BOXBOX INC CL A$19,5170.03%571,162CommonSOLE
922908611VBRVANGUARD SM CAP VALUE ETF$19,5130.03%100,061CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$19,3400.03%436,264CommonSOLE
46434V621DGROISHARES TR$19,1130.03%298,917CommonSOLE
219350105GLWCORNING INC$19,1080.03%363,338CommonSOLE
14316J108CGCARLYLE GROUP INC$18,9960.03%369,569CommonSOLE
816300107SIGISELECTIVE INSURANCE GROUP$18,9850.03%219,095CommonSOLE
169905106CHHCHOICE HOTELS INTL INC$18,9590.03%149,428CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC$18,9550.03%225,176CommonSOLE
233331107DTEDTE ENERGY CO$18,8740.03%142,492CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$18,8620.03%243,888CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$18,8110.03%356,462CommonSOLE
69370C100PTCPTC INC$18,8060.03%109,122CommonSOLE
03674X106ARANTERO RES CORP$18,7430.03%465,327CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$18,5140.03%236,728CommonSOLE

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.