InvestInfoAI
NATIXIS ADVISORS, LLC

Q4 2025 · 13F-HR

NATIXIS ADVISORS, LLCholdings as filed

Filed 2026-02-10 · accession 0001018331-26-000002

$70.6M
Reported value
1,588
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · NATIXIS ADVISORS, LLC · Q4 2025

AI · grounded in 13F

NATIXIS ADVISORS, LLC trimmed its position in MUFG by 80.967%. The fund also reduced its holdings in META by 9.7471% and ORCL by 7.433%. On the buy side, the fund increased its stake in AAPL by 8.6149% and established a new position in TTE valued at $155,327.

Holdings as filed

First 500 of 1588

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORP$3.3M4.62%17,481,116CommonSOLE
594918104MSFTMICROSOFT CORP$3.0M4.23%6,172,577CommonSOLE
037833100AAPLAPPLE INC$2.7M3.87%10,042,236CommonSOLE
023135106AMZNAMAZON$2.1M2.96%9,060,919CommonSOLE
02079K305GOOGLALPHABET$1.8M2.59%5,848,140CommonSOLE
11135F101AVGOBROADCOM INC$1.3M1.91%3,898,757CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M1.74%1,857,509CommonSOLE
02079K107GOOGALPHABET$1.2M1.67%3,746,494CommonSOLE
922908629VOVANGUARD BD$975,3721.38%3,360,803CommonSOLE
464288273SCZISHARES$863,0391.22%11,131,682CommonSOLE
92826C839VVISA INC$833,8051.18%2,377,478CommonSOLE
88160R101TSLATESLA INC$816,4211.16%1,815,400CommonSOLE
532457108LLYLILLY ELI and CO$782,8521.11%728,451CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$717,7731.02%2,361,947CommonSOLE
46625H100JPMJPMORGAN CHASE and CO$714,0321.01%2,215,976CommonSOLE
922908363VOOVANGUARD BD$661,6290.94%1,055,011CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$583,2820.83%5,860,950CommonSOLE
30231G102XOMEXXON MOBIL CORP$494,8570.70%4,112,155CommonSOLE
64110L106NFLXNETFLIX.COM INC$467,8540.66%4,989,919CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$445,9640.63%887,225CommonSOLE
68389X105ORCLORACLE CORP$408,8670.58%2,097,721CommonSOLE
032095101APHAMPHENOL CORP$407,4810.58%3,015,251CommonSOLE
060505104BACBANK AMERICA CORP$397,7410.56%7,231,654CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$385,0690.55%674,519CommonSOLE
097023105BABOEING CO$374,8280.53%1,726,366CommonSOLE
369604301GEGE AEROSPACE$341,5900.48%1,108,949CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$341,1830.48%588,805CommonSOLE
949746101WMT2WELLS FARGO and CO$339,6330.48%3,644,124CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$323,6450.46%368,197CommonSOLE
478160104JNJJOHNSON and JOHNSON$321,2400.46%1,552,256CommonSOLE
25434V773DFISDIMENSIONAL ETF$318,5100.45%9,669,395CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC$315,6010.45%1,948,635CommonSOLE
G54950103LINLINDE PLC SHS$309,4710.44%725,794CommonSOLE
81762P102NOWSERVICENOW INC$301,3490.43%1,967,156CommonSOLE
00287Y109ABBVABBVIE INC$298,1540.42%1,304,890CommonSOLE
79466L302CRMSALESFORCE.COM INC$296,6810.42%1,119,932CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$294,8660.42%1,376,848CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$289,9270.41%511,913CommonSOLE
580135101MCDMCDONALDS CORP$289,9080.41%948,557CommonSOLE
931142103WMTWALMART INC$281,7830.40%2,529,236CommonSOLE
437076102HDHOME DEPOT INC$281,4200.40%817,843CommonSOLE
17275R102CSCOCISCO SYS INC$279,3820.40%3,626,922CommonSOLE
191216100KOCOCA COLA CO$273,9420.39%3,918,500CommonSOLE
032654105ADIANALOG DEVICES INC$271,7910.39%1,002,286CommonSOLE
922042718VSSVANGUARD INTL$268,9440.38%1,876,400CommonSOLE
58933Y105MRKMERCK and CO INC$266,0530.38%2,527,577CommonSOLE
78464A854SPYMSPDR SERIES TRUST STATE STREET SPD$260,0220.37%3,241,367CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$258,9540.37%2,695,751CommonSOLE
82509L107SHOPSHOPIFY INC$255,3150.36%1,586,104CommonSOLE
75513E101RTXRTX CORPORATION$248,5400.35%1,355,182CommonSOLE
G29183103ETNEATON CORP PLC SHS$245,9960.35%772,335CommonSOLE
254687106DISTHE WALT DISNEY CO$241,2720.34%2,120,702CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$239,3120.34%527,864CommonSOLE
464287465EFAISHARES$237,4490.34%2,472,657CommonSOLE
H1467J104CBCHUBB LIMITED$236,7670.34%758,580CommonSOLE
595112103MUMICRON TECHNOLOGY INC$235,8880.33%826,487CommonSOLE
747525103QCOMQUALCOMM INC$235,8740.33%1,378,975CommonSOLE
639057207NWGNATWEST GROUP PLC$234,4980.33%13,399,866CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$228,4800.32%1,285,401CommonSOLE
482480100KLACKLA CORP$227,8710.32%187,536CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$222,4190.32%673,771CommonSOLE
166764100CVXCHEVRON CORP$221,6300.31%1,454,176CommonSOLE
06738E204BCSBARCLAYS PLC$220,5620.31%8,666,470CommonSOLE
742718109PGPROCTER and GAMBLE CO$218,7370.31%1,526,320CommonSOLE
22160K105COSTCOSTCO WHSL$218,5200.31%253,404CommonSOLE
872540109TJXTJX COS INC$217,9210.31%1,418,662CommonSOLE
718172109PMPHILIP MORRIS INTL INC$216,0050.31%1,346,667CommonSOLE
12504L109CBRECBRE GROUP INC$213,6460.30%1,328,728CommonSOLE
778296103ROSTROSS STORES INC$213,5260.30%1,185,331CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$210,5930.30%2,208,640CommonSOLE
36828A101GEVGE VERNOVA INC$208,6340.30%319,222CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD ORD$205,8530.29%2,146,087CommonSOLE
172967424CCITIGROUP INC$205,2180.29%1,758,655CommonSOLE
040413205ANETARISTA NETWORKS INC$201,1160.29%1,534,883CommonSOLE
743315103PGRPROGRESSIVE CORP$201,0570.28%882,915CommonSOLE
H42097107UBSUBS GROUP AG SHS$200,6260.28%4,332,234CommonSOLE
149123101CATCATERPILLAR INC$198,7350.28%346,912CommonSOLE
002824100ABTABBOTT LABS$198,5420.28%1,584,660CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$198,2810.28%669,394CommonSOLE
20825C104COPCONOCOPHILLIPS$193,6370.27%2,068,467CommonSOLE
N07059210ASMLASML HOLDING N V N Y REGISTRY SHS$192,5350.27%179,963CommonSOLE
40415F101HDBHDFC BANK LTD$189,2660.27%5,179,690CommonSOLE
464287499IWRISHARES$188,8820.27%1,961,998CommonSOLE
046353108AZNNASTRAZENECA PLC$188,7790.27%2,053,511CommonSOLE
617446448MSMORGAN STANLEY$188,0060.27%1,059,010CommonSOLE
461202103INTUINTUIT$187,3430.27%282,815CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$184,9550.26%3,266,600CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$180,9700.26%1,984,106CommonSOLE
244199105DEDEERE & CO$180,9190.26%388,595CommonSOLE
038222105AMATAPPLIED MATLS INC$177,9580.25%692,471CommonSOLE
025816109AXPAMERICAN EXPRESS CO$177,4370.25%479,626CommonSOLE
235851102DHRDANAHER CORPORATION$175,2650.25%765,616CommonSOLE
636274409NGGNATIONAL GRID PLC$169,1920.24%2,187,358CommonSOLE
09290D101BLKBLACKROCK INC$167,2150.24%156,226CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$165,7940.23%1,659,434CommonSOLE
464287614IWFISHARES$165,5840.23%349,850CommonSOLE
922908736VUGVANGUARD BD$162,6520.23%777,791CommonSOLE
46432F842IEFAISHARES$162,0460.23%1,811,382CommonSOLE
701094104PHPARKER-HANNIFIN CORP$161,0400.23%183,216CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$160,1970.23%863,503CommonSOLE
464287671IUSGISHARES$157,7750.22%939,473CommonSOLE
052769106ADSKAUTODESK INC$157,6090.22%532,446CommonNONE
61174X109MNSTMONSTER BEVERAGE CORPORATION$156,9690.22%2,047,322CommonNONE
80105N105SNYSANOFI SA$156,7640.22%3,234,911CommonSOLE
78409V104SPGIS&P GLOBAL INC$156,0570.22%298,622CommonSOLE
F92124100TTETOTALENERGIES SE ACT$155,3270.22%2,374,307CommonSOLE
94106L109WMWASTE MGMT INC DEL$154,8900.22%704,977CommonSOLE
09260D107BXBLACKSTONE INC$152,9760.22%992,449CommonSOLE
693718108PCARPACCAR INC$152,3930.22%1,391,588CommonSOLE
548661107LOWLOWES COS INC$152,1610.22%630,956CommonSOLE
871607107SNPSSYNOPSYS INC$150,4790.21%320,359CommonSOLE
855244109SBUXSTARBUCKS CORP$147,8430.21%1,755,643CommonSOLE
58155Q103MCKMCKESSON CORP$147,7550.21%180,125CommonSOLE
95040Q104WELLWELLTOWER INC$146,8400.21%791,122CommonSOLE
911363109URIUNITED RENTALS INC$144,9750.21%179,132CommonSOLE
031100100AMEAMETEK INC$138,0280.20%672,291CommonSOLE
443201108HWMHOWMET AEROSPACE INC$136,5250.19%665,913CommonSOLE
670100205NVONOVO-NORDISK$135,4040.19%2,661,238CommonSOLE
835699307SONYSONY GROUP CORP$133,8620.19%5,229,003CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$131,2500.19%712,539CommonSOLE
713448108PEPPEPSICO INC$130,5470.19%909,610CommonSOLE
907818108UNPUNION PAC CORP$128,3400.18%554,818CommonSOLE
464287598IWDISHARES$128,0490.18%608,771CommonSOLE
767204100RIORIO TINTO PLC$127,0390.18%1,587,387CommonSOLE
512807306LRCXLAM RESEARCH CORP$126,4470.18%738,681CommonSOLE
26874R108EENI S P A$124,4110.18%3,279,164CommonSOLE
74340W103PLDPROLOGIS INC.$121,8500.17%954,485CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$121,2260.17%16,560,891CommonSOLE
891160509TDTORONTO DOMINION BK ONT$120,8860.17%1,283,296CommonSOLE
571903202MARMARRIOTT INTL INC$120,8790.17%389,631CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$120,6030.17%497,618CommonSOLE
65339F101NEENEXTERA ENERGY INC$119,6500.17%1,490,411CommonSOLE
G0403H108AONAON PLC SHS$118,0420.17%334,511CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$117,7020.17%302,421CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$116,1550.16%128,155CommonSOLE
66987V109NVSNOVARTIS AG$115,5880.16%838,382CommonSOLE
892331307TMTOYOTA MOTOR CORP$113,9510.16%532,334CommonSOLE
654106103NKENIKE INC$113,7460.16%1,785,365CommonSOLE
031162100AMGNAMGEN INC$113,2620.16%346,039CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$108,5340.15%1,328,289CommonSOLE
115236101BROBROWN & BROWN INC$108,2390.15%1,358,086CommonSOLE
882508104TXNTEXAS INSTRS INC$107,7710.15%621,196CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$107,1170.15%521,251CommonSOLE
922908751VBVANGUARD BD$106,9370.15%414,563CommonSOLE
03831W108APPAPPLOVIN CORP$106,4600.15%157,995CommonSOLE
294429105EFXEQUIFAX INC$106,1900.15%489,400CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$105,1520.15%391,916CommonSOLE
278865100ECLECOLAB INC$104,4270.15%397,788CommonSOLE
780259305SHELSHELL PLC$103,1920.15%1,404,356CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$103,1260.15%201,918CommonSOLE
26441C204DUKDUKE ENERGY CORP$102,9260.15%878,130CommonSOLE
126650100CVSCVS HEALTH CORP$101,4380.14%1,278,204CommonSOLE
405552100HLNHALEON PLC$101,1400.14%10,003,941CommonSOLE
25746U109DDOMINION ENERGY INC$100,2120.14%1,710,398CommonSOLE
369550108GDGENERAL DYNAMICS CORP$95,4030.14%283,383CommonSOLE
375558103GILDGILEAD SCIENCES INC$95,2760.14%776,239CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$94,6220.13%122,588CommonNONE
969457100WMBWILLIAMS COS INC$94,2520.13%1,567,997CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$94,0710.13%631,304CommonSOLE
48251W104KKRKKR & CO INC$93,7370.13%735,311CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY A$93,6190.13%267,062CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$93,4380.13%264,494CommonSOLE
941848103WATWATERS CORP$93,0200.13%244,898CommonSOLE
803054204SAPSAP SE$92,4210.13%380,474CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$91,7510.13%163,360CommonSOLE
142339100CSLCARLISLE CO INC$91,5350.13%286,170CommonSOLE
504922105LHLABCORP HOLDINGS INC$91,4170.13%364,387CommonSOLE
464287663IUSVISHARES$90,9560.13%887,030CommonSOLE
842587107SOSOUTHERN CO$90,0510.13%1,032,690CommonSOLE
125523100CITHE CIGNA GROUP$89,5360.13%325,312CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE INC$89,5300.13%570,982CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$89,3640.13%347,407CommonSOLE
46982L108JJACOBS SOLUTIONS INC$89,1170.13%672,781CommonSOLE
609207105MDLZMONDELEZ INTL INC$88,6500.13%1,646,850CommonSOLE
615369105MCOMOODYS CORP$85,8150.12%167,984CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$84,2530.12%2,068,566CommonSOLE
55306N104MKSIMKS INC.$83,4820.12%522,415CommonSOLE
456837103INGING GROEP N.V.$82,3360.12%2,940,579CommonSOLE
084423102WRBBERKLEY W R CORP$81,3230.12%1,159,767CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$81,0330.11%313,122CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$80,9010.11%372,711CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$79,8800.11%14,916CommonSOLE
922908744VTVVANGUARD BD$79,4410.11%415,941CommonSOLE
37045V100GMGENERAL MTRS CO$79,3770.11%976,099CommonSOLE
12514G108CDWCDW CORP$77,5440.11%569,339CommonSOLE
872590104TMUST-MOBILE US INC$76,9750.11%379,112CommonSOLE
438516106HONHONEYWELL INTL INC$76,3050.11%391,128CommonSOLE
464287804IJRISHARES$75,4850.11%628,102CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC SHS$74,9730.11%626,082CommonSOLE
885160101THOTHOR INDS INC$74,2560.11%723,249CommonSOLE
256677105DGDOLLAR GEN CORP$73,5670.10%554,096CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$72,0290.10%731,183CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$71,5900.10%249,225CommonSOLE
464287200IVVISHARES$71,4980.10%104,386CommonSOLE
902973304USBUS BANCORP DEL$71,1930.10%1,334,203CommonSOLE
904767803ULUNILEVER PLC$70,9540.10%1,084,919CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$70,8730.10%339,106CommonSOLE
78462F103SPYSPDR INDEX$70,3510.10%103,166CommonSOLE
60786M105MCMOELIS & COMPANY$70,1030.10%1,019,832CommonSOLE
631103108NDAQNASDAQ INC$69,7270.10%717,872CommonSOLE
366651107ITGARTNER INC$69,6510.10%276,085CommonSOLE
075887109BDXBECTON DICKINSON & CO$69,1350.10%356,238CommonSOLE
929160109VMCVULCAN MATLS CO$68,7190.10%240,931CommonSOLE
831865209AOSSMITH A O CORP$68,3710.10%1,022,299CommonSOLE
02209S103MOALTRIA GROUP INC$67,5120.10%1,170,871CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$66,8690.09%926,291CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$66,3420.09%204,741CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SVCS$66,0090.09%993,215CommonSOLE
00724F101ADBEADOBE INC$65,9920.09%188,554CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$65,7620.09%210,385CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$65,7040.09%521,959CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS GROUP$65,5910.09%465,747CommonSOLE
04247X102AWIARMSTRONG WORLD INDS$64,6320.09%338,210CommonSOLE
958102105WDCWESTERN DIGITAL CORP$64,2540.09%372,984CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$64,2350.09%103,162CommonSOLE
146869102CVNACARVANA CO$64,1540.09%152,017CommonSOLE
055622104BPBP PLC$64,1380.09%1,846,770CommonSOLE
N72482206QGENQIAGEN NV COM SHS$63,4860.09%1,411,746CommonSOLE
G25508105CRHCRH PLC ORD$63,3490.09%507,603CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$62,3720.09%733,968CommonSOLE
45687V106IRINGERSOLL RAND INC$62,2050.09%785,221CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$62,1790.09%726,817CommonSOLE
217204106CPRTCOPART INC$62,1210.09%1,586,737CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$61,1870.09%126,506CommonSOLE
446413106HIIHUNTINGTON INGALLS INDUSTRIES$60,7400.09%178,613CommonSOLE
285512109EAELECTRONIC ARTS INC$59,7710.08%292,520CommonSOLE
651639106NEMNEWMONT CORP$59,5740.08%596,632CommonSOLE
988498101YUMYUM! BRANDS INC$59,5490.08%393,633CommonSOLE
256746108DLTRDOLLAR TREE INC$59,3200.08%482,234CommonSOLE
46435U853USHYISHARES$59,2070.08%1,583,506CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$58,9150.08%200,686CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$58,6510.08%288,652CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC DE$58,4210.08%27,221CommonSOLE
553498106MSAMSA SAFETY INC$58,1590.08%363,177CommonSOLE
863667101SYKSTRYKER CORPORATION$58,0560.08%165,181CommonSOLE
441593100HLIHOULIHAN LOKEY INC CL A$56,7270.08%325,664CommonSOLE
40412C101HCAHCA HEALTHCARE INC$56,6070.08%121,250CommonSOLE
20030N101CMCSACOMCAST CORP$56,5870.08%2,020,271CommonSOLE
G96629103WTWWILLIS TOWERS WATSON$56,3570.08%171,509CommonSOLE
00206R102TATandT INC$56,2310.08%2,263,728CommonSOLE
464288877EFVISHARES$56,0700.08%785,187CommonSOLE
03073E105CORCENCORA INC$55,5190.08%164,380CommonSOLE
717081103PFEPFIZER INC$54,9120.08%2,205,275CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC CL A$54,4990.08%116,263CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGM$54,3580.08%1,037,570CommonSOLE
12572Q105CMECME GROUP INC$53,1250.08%194,538CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$52,9060.07%329,450CommonSOLE
55261F104MTBM and T BK CORP$52,6630.07%261,383CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$52,5210.07%455,476CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA INC$52,3170.07%257,136CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$52,2020.07%458,801CommonSOLE
536797103LADLITHIA MTRS INC$52,1990.07%157,070CommonSOLE
45168D104IDXXIDEXX LABS INC$51,9390.07%76,773CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$51,8760.07%210,621CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$51,5120.07%589,250CommonSOLE
059460303BBDBANCO BRADESCO S A$51,3580.07%15,422,826CommonSOLE
N00985106AERAERCAP HOLDINGS NV SHS$51,2510.07%356,500CommonSOLE
980745103WWDWOODWARD INC$51,1450.07%169,174CommonSOLE
03076C106AMPAMERIPRISE FINL INC$50,2200.07%102,419CommonSOLE
020002101ALLALLSTATE CORP$49,8500.07%239,492CommonSOLE
922908652VXFVANGUARD BD$48,9780.07%234,211CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$48,3240.07%207,820CommonSOLE
231021106CMICUMMINS INC$48,2420.07%94,508CommonSOLE
464287507IJHISHARES$48,1850.07%730,079CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$48,1240.07%84,397CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$47,9990.07%585,204CommonSOLE
458140100INTCINTEL CORP$47,6250.07%1,290,658CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$47,2800.07%373,373CommonSOLE
95082P105WCCWESCO INTL INC$47,0730.07%192,415CommonSOLE
816851109SRESEMPRA$46,8770.07%530,945CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$46,3990.07%222,293CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$46,2020.07%165,646CommonSOLE
291011104EMREMERSON ELEC CO$46,1540.07%347,752CommonSOLE
670346105NUENUCOR CORP$46,0850.07%282,534CommonNONE
893641100TDGTRANSDIGM GROUP INC$45,9210.07%34,531CommonSOLE
31428X106FDXFEDEX CORP$45,5810.06%157,795CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$45,4260.06%616,956CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$45,1480.06%388,905CommonSOLE
90384S303ULTAULTA SALON COSMETCS & FRAG INC$44,6240.06%73,757CommonSOLE
09073M104TECHBIO-TECHNE CORP$44,3000.06%753,280CommonSOLE
361448103GATXGATX CORP$44,1170.06%260,123CommonSOLE
22052L104CTVACORTEVA INC$44,0860.06%657,702CommonSOLE
828806109SPGSIMON PPTY GROUP INC$44,0170.06%237,791CommonSOLE
03957W106AROCARCHROCK INC$43,8460.06%1,685,080CommonSOLE
26875P101EOGEOG RES INC$43,6210.06%415,397CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$42,6880.06%155,007CommonSOLE
81141R100SESEA LTD$42,2930.06%331,526CommonSOLE
29250N105ENBENBRIDGE INC$42,1490.06%881,229CommonSOLE
920253101VMIVALMONT INDUSTRIES$42,1300.06%104,718CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$42,0090.06%719,201CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$41,6270.06%819,594CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A SHS$41,4600.06%71,396CommonSOLE
74762E102QUREQUANTA SVCS INC$41,3100.06%97,876CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$40,9940.06%459,163CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$40,9450.06%2,543,138CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$40,6510.06%140,146CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$40,5230.06%1,446,741CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$40,4280.06%366,330CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP INC$39,9690.06%2,520,145CommonSOLE
219350105GLWCORNING INC$39,8680.06%455,322CommonSOLE
428291108HXLHEXCEL CORP$39,8630.06%539,410CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO$39,7660.06%1,655,555CommonSOLE
464288885EFGISHARES$39,6590.06%348,126CommonSOLE
172908105CTASCINTAS CORP$39,6300.06%210,717CommonSOLE
922908769VTIVANGUARD BD$39,5290.06%117,904CommonSOLE
452327109ILMNILLUMINA INC$39,4840.06%301,038CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$39,2710.06%644,947CommonSOLE
81764X103TTANSERVICETITAN INC$39,1740.06%367,828CommonSOLE
464287655IWMISHARES$39,1460.06%159,027CommonSOLE
56585A102MPCMARATHON PETE CORP$39,1380.06%240,659CommonSOLE
759530108RELXRELX PLC$39,1130.06%967,659CommonSOLE
784117103SEICSEI INVESTMENTS CO$38,5880.05%470,476CommonNONE
615394202MOG/AMOOG INC$38,3590.05%157,499CommonSOLE
G8473T100STESTERIS PLC$38,3520.05%151,278CommonSOLE
23331A109DHID R HORTON INC$38,3170.05%266,033CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$38,2990.05%840,991CommonSOLE
G4253H101JHXJAMES HARDIE INDS$38,0010.05%1,831,396CommonSOLE
02005N100ALLYALLY FINL INC$37,9950.05%838,939CommonSOLE
464287630IWNISHARES$37,8000.05%208,594CommonSOLE
833034101SNASNAP ON INC$37,6960.05%109,391CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$37,6630.05%591,066CommonSOLE
98419M100XYLXYLEM INC$37,5760.05%275,928CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$37,5060.05%600,391CommonSOLE
857477103STTSTATE STR CORP$37,1880.05%288,252CommonSOLE
053332102AZOAUTOZONE INC$36,9130.05%10,884CommonSOLE
876030107TPRTAPESTRY INC$36,5190.05%285,822CommonSOLE
33768G107FCFSFIRSTCASH HLDGS INC$36,4050.05%228,415CommonSOLE
099724106BWABORGWARNER INC$36,3600.05%806,926CommonSOLE
760759100RSGREPUBLIC SVCS INC$36,1350.05%170,507CommonSOLE
78468R663BILSPDR SERIES TRUST STATE STREET SPD$36,1280.05%395,362CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$36,0210.05%199,673CommonSOLE
05964H105SANBANCO SANTANDER$35,9780.05%3,067,184CommonSOLE
92939U106WECWEC ENERGY GROUP INC$35,9020.05%340,429CommonSOLE
29364G103ETRENTERGY CORP NEW$35,6090.05%385,256CommonSOLE
29362U104ENTGENTEGRIS INC$35,4490.05%420,758CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$34,6250.05%641,928CommonSOLE
03027X100AMTAMERICAN TOWER CORP$34,5850.05%196,986CommonSOLE
477839104JBTMJBT MAREL CORPORATION$34,4070.05%228,354CommonSOLE
11271J107BNBROOKFIELD CORP$34,3570.05%748,690CommonSOLE
H2927K103AMRZAMRIZE LTD SHS$34,1400.05%631,295CommonSOLE
418056107HASHASBRO INC$34,0910.05%415,740CommonSOLE
184496107CLHCLEAN HARBORS$33,9620.05%144,840CommonSOLE
922908611VBRVANGUARD SM CAP VALUE ETF$33,8970.05%160,053CommonSOLE
126408103CSXCSX CORP$33,8950.05%935,038CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$33,3950.05%402,353CommonSOLE
871829107SYYSYSCO CORP$32,9000.05%446,467CommonSOLE
878742204TECKTECK RESOURCES LTD$32,8940.05%686,867CommonSOLE
45104G104IBNICICI BANK LIMITED$32,8700.05%1,103,036CommonSOLE
012653101ALBALBEMARLE CORP$32,7420.05%231,492CommonSOLE
009158106APDAIR PRODS and CHEMS INC$32,7040.05%132,396CommonSOLE
26884L109EQTEQT CORP$32,6510.05%609,159CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$32,5940.05%185,870CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$32,5320.05%322,455CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$32,5010.05%84,788CommonSOLE
25809K105DASHDOORDASH INC$32,4870.05%143,442CommonSOLE
46434V621DGROISHARES$32,4720.05%467,757CommonSOLE
404280406HSBCHSBC HLDGS PLC$32,0290.05%407,128CommonSOLE
316773100FITBFIFTH THIRD BANCORP$31,5650.04%674,312CommonSOLE
88579Y101MMM3M CO$31,5610.04%197,131CommonSOLE
253868103DLRDIGITAL RLTY TR INC$31,5610.04%204,001CommonSOLE
91913Y100VLOVALERO ENERGY CORP$31,4220.04%193,019CommonSOLE
29444U700EQIXEQUINIX INC$31,1020.04%40,595CommonSOLE
947890109WBSWEBSTER FINL CORP$31,0740.04%493,702CommonSOLE
19247G107COHRCOHERENT CORP$30,9500.04%167,689CommonSOLE
172755100CRUSCIRRUS LOGIC INC$30,8880.04%260,657CommonSOLE
464287309IVWISHARES$30,7450.04%249,433CommonSOLE
783549108RRYDER SYS INC$30,5370.04%159,554CommonSOLE
904708104UNFUNIFIRST CORP MASS$30,3020.04%157,085CommonSOLE
278642103EBAYEBAY INC.$30,2940.04%347,806CommonSOLE
89055F103BLDTOPBUILD CORP$30,0220.04%71,962CommonNONE
116794108BRKRBRUKER CORPORATION$29,9590.04%635,937CommonSOLE
75524B104RBCRBC BEARINGS INC$29,9150.04%66,710CommonSOLE
G87052109TELTE CONNECTIVITY PLC$29,9130.04%131,476CommonSOLE
464288414MUBISHARES$29,6400.04%276,723CommonSOLE
29084Q100EMEEMCOR GROUP INC$29,5540.04%48,308CommonSOLE
058498106BALLBALL CORP$29,3930.04%554,893CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRANC$29,3690.04%435,809CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$29,3430.04%336,305CommonSOLE
01609W102BABAALIBABA GROUP HOLDING$29,1920.04%199,154CommonSOLE
22160N109CSGPCOSTAR GROUP INC$29,1050.04%432,848CommonSOLE
629377508NRGNRG ENERGY INC$29,0320.04%182,316CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$29,0160.04%332,179CommonSOLE
30161N101EXCEXELON CORP$28,9710.04%664,626CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$28,9190.04%100,164CommonSOLE
464287481IWPISHARES$28,6750.04%209,395CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$28,4250.04%189,087CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$28,4090.04%127,002CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$28,3890.04%72,585CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$28,3660.04%261,315CommonSOLE
501044101KRKROGER CO$28,3410.04%453,599CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS INC$28,0570.04%125,720CommonSOLE
22822V101CCICROWN CASTLE INC$28,0350.04%315,460CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWARE$28,0200.04%109,442CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$27,9890.04%354,199CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$27,9820.04%970,936CommonSOLE
756109104OREALTY INCOME CORP$27,9730.04%496,231CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS INC$27,9030.04%285,022CommonSOLE
436440101HO1HOLOGIC INC$27,4840.04%368,967CommonSOLE
693506107PPGPPG INDS INC$26,9630.04%263,156CommonSOLE
172062101CINFCINCINNATI FINL CORP$26,8750.04%164,552CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$26,8560.04%552,590CommonSOLE
89832Q109TFCTRUIST FINL CORP$26,6810.04%542,182CommonSOLE
147528103CASYCASEYS GEN STORES INC$26,3810.04%47,731CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$26,2660.04%59,007CommonSOLE
126402106CSWCSW INDUSTRIALS INC$26,1400.04%89,055CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$26,1370.04%142,033CommonSOLE
136375102CNICANADIAN NATL RY CO$25,9030.04%262,048CommonSOLE
001055102AFLAFLAC INC$25,8630.04%234,543CommonSOLE
228368106CCKCROWN HLDGS INC$25,8500.04%251,044CommonSOLE
98138H101WDAYWORKDAY INC$25,7930.04%120,092CommonNONE
303250104FICOFAIR ISAAC CORP$25,6700.04%15,184CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$25,5540.04%132,112CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$25,4790.04%140,527CommonSOLE
85254J102STAGSTAG INDL INC$25,4030.04%691,037CommonSOLE
69351T106PPLPPL CORP$25,3210.04%723,044CommonSOLE
97650W108WTFCWINTRUST FINL CORP$25,3120.04%181,033CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$25,2700.04%432,856CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS$25,1690.04%277,496CommonSOLE
37637Q105GBCIGLACIER BANCORP INC$25,1390.04%570,692CommonSOLE
34959E109FTNTFORTINET INC$24,9260.04%313,884CommonSOLE
216648501COOCOOPER COS INC$24,8710.04%303,456CommonSOLE
883203101TXTTEXTRON INC$24,7570.04%284,012CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$24,7450.04%179,573CommonSOLE
922908595VBKVANGUARD BD$24,6590.03%81,622CommonSOLE
98389B100XELXCEL ENERGY INC$24,5710.03%332,673CommonSOLE
852234103XYZBLOCK INC$24,5320.03%376,902CommonNONE
989701107ZIONZIONS BANCORPORATION N A$24,5180.03%418,817CommonSOLE
071813109BAXBAXTER INTL INC$24,4980.03%1,281,939CommonSOLE
125269100CFCF INDS HLDGS INC$24,4660.03%316,343CommonSOLE
05352A100AVTRAVANTOR INC$24,3160.03%2,121,823CommonSOLE
682680103OKEONEOK INC NEW$24,2320.03%329,689CommonSOLE
718546104PSXPHILLIPS 66$24,1190.03%186,915CommonSOLE
231561101CWCURTISS WRIGHT CORP$24,0650.03%43,653CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$24,0460.03%874,724CommonSOLE
921937835BNDVANGUARD BD$23,9600.03%323,479CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$23,9530.03%165,467CommonSOLE
81211K100SDASEALED AIR COR$23,8600.03%575,905CommonSOLE
30034W106EVRGEVERGY INC$23,7400.03%327,499CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS INC$23,6930.03%81,644CommonNONE
384109104GGGGRACO INC$23,5110.03%286,823CommonSOLE
G2717C106CWKCUSHMAN & WAKEFIELD LTD$23,4860.03%1,450,654CommonSOLE
346375108FORMFORMFACTOR INC$23,3510.03%418,631CommonSOLE
922908538VOTVANGUARD BD$23,1070.03%82,780CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$23,0950.03%624,180CommonSOLE
55354G100MSCIMSCI INC$23,0820.03%40,232CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$23,0790.03%369,499CommonSOLE
59156R108METMETLIFE INC$23,0440.03%291,913CommonSOLE
929740108WABWABTEC$22,9860.03%107,689CommonSOLE
69331C108PCGPGandE CORP$22,9590.03%1,428,675CommonSOLE
127190304CACICACI INTL$22,9420.03%43,058CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$22,9330.03%91,368CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$22,8120.03%114,357CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$22,5480.03%165,710CommonSOLE
922908512VOEVANGUARD BD$22,4860.03%126,770CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$22,4400.03%199,658CommonSOLE
526107107LIILENNOX INTL INC$22,2020.03%45,723CommonSOLE
651587107NEUNEWMARKET CORP$22,1560.03%32,238CommonSOLE
466313103JBLJABIL INC$22,0620.03%96,754CommonSOLE
552690109MDUMDU RES GROUP INC$21,9930.03%1,126,669CommonSOLE
345370860FFORD MTR CO DEL$21,9210.03%1,670,818CommonSOLE
770700102HOODROBINHOOD MKTS INC$21,8270.03%192,989CommonSOLE
500754106KHCKRAFT HEINZ CO$21,8060.03%899,225CommonSOLE
867224107SUSUNCOR ENERGY INC$21,7240.03%489,727CommonSOLE
15135B101CNCCENTENE CORP DEL$21,6220.03%525,438CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$21,5750.03%253,082CommonSOLE
40434L105HPQHP INC$21,5080.03%965,355CommonSOLE
34959J108FTVFORTIVE CORP$21,4970.03%389,367CommonSOLE
090572207BIOBIO RAD LABS INC$21,4870.03%70,916CommonSOLE
596278101MIDDMIDDLEBY CORP$21,4820.03%144,495CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$21,4540.03%858,509CommonSOLE
922042775VEUVANGUARD INTL$21,3990.03%290,901CommonSOLE
268150109DTDYNATRACE INC$21,3030.03%491,539CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$21,2870.03%88,832CommonSOLE
46090E103QQQINVESCO QQQ TR UNIT SER 1$21,2820.03%34,643CommonSOLE
780087102RYROYAL BK CDA$21,1690.03%124,166CommonSOLE
042735100ARWARROW ELECTRS INC$21,0810.03%191,334CommonSOLE
921937819BIVVANGUARD BD$20,9870.03%269,478CommonSOLE
465562106ITUBITAU UNIBANCO HLDG$20,9340.03%2,923,705CommonSOLE
695156109PKGPACKAGING CORP AMER$20,9200.03%101,445CommonSOLE
191098102COKECOCA COLA CONSOLIDATED INC$20,8830.03%136,224CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$20,8580.03%53,612CommonSOLE
806857108SLBSLB LIMITED$20,7810.03%541,453CommonSOLE
922042858VWOVANGUARD INTL$20,5530.03%382,309CommonSOLE
460146103IPINTERNATIONAL PAPER CO$20,5200.03%520,932CommonSOLE
N3167Y103RACEFERRARI N V$20,4200.03%55,256CommonSOLE
921908844VIGVANGUARD SPECIALIZED$20,3270.03%92,487CommonSOLE
922908637VVVANGUARD BD$20,2120.03%64,205CommonSOLE
464287473IWSISHARES$20,2030.03%143,236CommonSOLE
H01301128ALCALCON AG ORD SHS$20,1980.03%256,287CommonSOLE
74164M108PRIPRIMERICA INC$20,1920.03%78,156CommonSOLE
G6683N103NUNU HLDGS LTD ORD$20,1480.03%1,203,605CommonSOLE
422806208HEI/AHEICO CORP$19,8030.03%78,448CommonSOLE
26969P108EXPEAGLE MATLS INC$19,7520.03%95,566CommonSOLE
049560105ATOATMOS ENERGY CORP$19,5260.03%116,484CommonSOLE
14316J108CGCARLYLE GROUP INC$19,2380.03%325,446CommonSOLE
942622200WSOWATSCO INC$19,1980.03%56,976CommonSOLE
281020107EIXEDISON INTL$19,0660.03%317,654CommonSOLE
04016X101ARGXARGENX SE$18,9210.03%22,500CommonSOLE
171779309CIENCIENA CORP NEW$18,8580.03%80,633CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$18,7510.03%130,654CommonSOLE

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.