MondegarAI
TOKIO MARINE ASSET MANAGEMENT CO LTD

Q4 2025 · 13F-HR

TOKIO MARINE ASSET MANAGEMENT CO LTDholdings as filed

Filed 2026-01-27 · accession 0001172661-26-000319

$2.90B
Reported value
524
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · TOKIO MARINE ASSET MANAGEMENT CO LTD · Q4 2025

AI · grounded in 13F

TOKIO MARINE ASSET MANAGEMENT CO LTD closed its position in Kellanova K, reducing exposure by $12.99M. The fund also exited positions in Verona Pharma PLC VRNA for $10.13M and WNS HLDGS LTD W9N0 for $8.82M. On the buy side, the fund increased its stake in Walmart Inc WMT by 58.59% and Broadcom Inc AVGO by 15.55%.

Holdings as filed

First 500 of 524

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$230.6M7.94%1,236,668CommonSOLE
594918104MSFTMICROSOFT CORP$186.0M6.41%384,691CommonSOLE
037833100AAPLAPPLE INC$174.6M6.01%642,317CommonSOLE
023135106AMZNAMAZON COM INC$118.3M4.07%512,452CommonSOLE
02079K305GOOGLALPHABET INC$97.0M3.34%310,036CommonSOLE
02079K107GOOGALPHABET INC$86.1M2.96%274,322CommonSOLE
11135F101AVGOBROADCOM INC$65.0M2.24%187,675CommonSOLE
30303M102METAMETA PLATFORMS INC$59.6M2.05%90,269CommonSOLE
92826C839VVISA INC$54.0M1.86%154,030CommonSOLE
532457108LLYELI LILLY & CO$52.0M1.79%48,425CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$49.5M1.70%86,660CommonSOLE
88160R101TSLATESLA INC$44.3M1.53%98,489CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$30.3M1.04%94,067CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$29.3M1.01%33,928CommonSOLE
872540109TJXTJX COS INC NEW$28.3M0.97%183,920CommonSOLE
718172109PMPHILIP MORRIS INTL INC$27.3M0.94%170,341CommonSOLE
79466L302CRMSALESFORCE INC$26.1M0.90%98,712CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$26.1M0.90%83,391CommonSOLE
931142103WMTWALMART INC$25.9M0.89%232,347CommonSOLE
64110L106NFLXNETFLIX INC$24.5M0.84%261,120CommonSOLE
30231G102XOMEXXON MOBIL CORP$24.2M0.83%201,322CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$23.4M0.81%46,592CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$23.0M0.79%251,672CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$22.1M0.76%66,881CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$20.0M0.69%65,800CommonSOLE
40415F101HDBHDFC BANK LTD$19.1M0.66%523,300CommonSOLE
478160104JNJJOHNSON & JOHNSON$17.1M0.59%82,804CommonSOLE
217204106CPRTCOPART INC$16.8M0.58%429,539CommonSOLE
98978V103ZTSZOETIS INC$16.6M0.57%131,618CommonSOLE
775711104ROLROLLINS INC$16.1M0.55%268,141CommonSOLE
58933Y105MRKMERCK & CO INC$15.0M0.52%142,493CommonSOLE
55354G100MSCIMSCI INC$15.0M0.52%26,138CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$14.1M0.49%79,547CommonSOLE
00287Y109ABBVABBVIE INC$14.0M0.48%61,485CommonSOLE
040413205ANETARISTA NETWORKS INC$14.0M0.48%106,483CommonSOLE
615369105MCOMOODYS CORP$13.9M0.48%27,207CommonSOLE
166764100CVXCHEVRON CORP NEW$13.3M0.46%87,112CommonSOLE
060505104BACBANK AMERICA CORP$13.2M0.45%240,236CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$12.1M0.42%56,621CommonSOLE
031100100AMEAMETEK INC$11.8M0.41%57,485CommonSOLE
68389X105ORCLORACLE CORP$11.6M0.40%59,704CommonSOLE
00724F101ADBEADOBE INC$11.6M0.40%33,035CommonSOLE
437076102HDHOME DEPOT INC$11.5M0.40%33,427CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$11.4M0.39%299,500CommonSOLE
369604301GEGE AEROSPACE$11.4M0.39%36,902CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.3M0.39%78,621CommonSOLE
595112103MUMICRON TECHNOLOGY INC$11.2M0.39%39,414CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$11.0M0.38%49,054CommonSOLE
16115Q308GTLSCHART INDS INC$10.7M0.37%52,000CommonSOLE
729640102PLYMPLYMOUTH INDL REIT INC$10.6M0.36%483,100CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$10.5M0.36%363,983CommonSOLE
17275R102CSCOCISCO SYS INC$10.2M0.35%132,232CommonSOLE
949746101WMT2WELLS FARGO CO NEW$10.1M0.35%108,885CommonSOLE
285512109EAELECTRONIC ARTS INC$9.8M0.34%47,805CommonSOLE
191216100KOCOCA COLA CO$9.6M0.33%136,974CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$9.5M0.33%31,915CommonSOLE
149123101CATCATERPILLAR INC$9.4M0.32%16,443CommonSOLE
20717M1038QRCONFLUENT INC$9.4M0.32%310,400CommonSOLE
30063P105EXKEXACT SCIENCES CORP$9.2M0.32%90,900CommonSOLE
15677J108DAYDAYFORCE INC$9.2M0.32%133,400CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.2M0.32%10,463CommonSOLE
G54950103LINLINDE PLC$8.7M0.30%20,428CommonSOLE
65339F101NEENEXTERA ENERGY INC$8.4M0.29%105,154CommonSOLE
75513E101RTXRTX CORPORATION$8.4M0.29%45,575CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.1M0.28%84,590CommonSOLE
512807306LRCXLAM RESEARCH CORP$7.6M0.26%44,678CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.4M0.26%12,828CommonSOLE
002824100ABTABBOTT LABS$7.3M0.25%58,627CommonSOLE
172967424CCITIGROUP INC$7.3M0.25%62,670CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.3M0.25%19,615CommonSOLE
038222105AMATAPPLIED MATLS INC$7.2M0.25%28,204CommonSOLE
580135101MCDMCDONALDS CORP$7.2M0.25%23,641CommonSOLE
617446448MSMORGAN STANLEY$7.2M0.25%40,544CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$7.1M0.24%12,465CommonSOLE
254687106DISDISNEY WALT CO$6.8M0.24%60,046CommonSOLE
713448108PEPPEPSICO INC$6.6M0.23%45,720CommonSOLE
36828A101GEVGE VERNOVA INC$6.4M0.22%9,758CommonSOLE
461202103INTUINTUIT$6.2M0.21%9,375CommonSOLE
747525103QCOMQUALCOMM INC$6.2M0.21%35,985CommonSOLE
00206R102TAT&T INC$6.0M0.21%241,850CommonSOLE
032095101APHAMPHENOL CORP NEW$5.9M0.20%43,944CommonSOLE
20825C104COPCONOCOPHILLIPS$5.9M0.20%63,418CommonSOLE
458140100INTCINTEL CORP$5.9M0.20%160,521CommonSOLE
031162100AMGNAMGEN INC$5.9M0.20%18,055CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.8M0.20%58,306CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$5.8M0.20%1,084CommonSOLE
482480100KLACKLA CORP$5.8M0.20%4,748CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$5.7M0.20%140,210CommonSOLE
097023105BABOEING CO$5.6M0.19%25,982CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.6M0.19%15,843CommonSOLE
03831W108APPAPPLOVIN CORP$5.6M0.19%8,293CommonSOLE
609207105MDLZMONDELEZ INTL INC$5.6M0.19%103,782CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$5.5M0.19%67,885CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$5.5M0.19%22,790CommonSOLE
78409V104SPGIS&P GLOBAL INC$5.5M0.19%10,538CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$5.5M0.19%20,479CommonSOLE
81762P102NOWSERVICENOW INC$5.4M0.19%35,380CommonSOLE
05370A108RNAGBPAVIDITY BIOSCIENCES INC$5.4M0.18%74,300CommonSOLE
882508104TXNTEXAS INSTRS INC$5.3M0.18%30,602CommonSOLE
09290D101BLKBLACKROCK INC$5.3M0.18%4,926CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.3M0.18%42,928CommonSOLE
235851102DHRDANAHER CORPORATION$5.0M0.17%21,816CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.8M0.17%50,306CommonSOLE
717081103PFEPFIZER INC$4.7M0.16%188,865CommonSOLE
842587107SOSOUTHERN CO$4.6M0.16%53,105CommonSOLE
032654105ADIANALOG DEVICES INC$4.6M0.16%16,977CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$4.5M0.16%38,804CommonSOLE
548661107LOWLOWES COS INC$4.5M0.16%18,733CommonSOLE
907818108UNPUNION PAC CORP$4.5M0.16%19,518CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$4.5M0.15%24,417CommonSOLE
95040Q104WELLWELLTOWER INC$4.5M0.15%24,158CommonSOLE
743315103PGRPROGRESSIVE CORP$4.5M0.15%19,558CommonSOLE
09260D107BXBLACKSTONE INC$4.3M0.15%27,846CommonSOLE
G29183103ETNEATON CORP PLC$4.3M0.15%13,441CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M0.15%9,056CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4.2M0.15%9,324CommonSOLE
438516106HONHONEYWELL INTL INC$4.1M0.14%21,214CommonSOLE
58600110975ZSOHO HOUSE & CO INC$4.1M0.14%456,700CommonSOLE
74340W103PLDPROLOGIS INC.$4.1M0.14%32,032CommonSOLE
244199105DEDEERE & CO$4.0M0.14%8,633CommonSOLE
651639106NEMNEWMONT CORP$4.0M0.14%40,220CommonSOLE
863667101SYKSTRYKER CORPORATION$4.0M0.14%11,344CommonSOLE
81211K100SDASEALED AIR CORP NEW$4.0M0.14%95,700CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.8M0.13%4,338CommonSOLE
278865100ECLECOLAB INC$3.8M0.13%14,378CommonSOLE
H1467J104CBCHUBB LIMITED$3.7M0.13%11,969CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$3.7M0.13%11,363CommonSOLE
26875P101EOGEOG RES INC$3.7M0.13%34,864CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.7M0.13%67,673CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.6M0.12%119,839CommonSOLE
58155Q103MCKMCKESSON CORP$3.6M0.12%4,361CommonSOLE
872590104TMUST-MOBILE US INC$3.5M0.12%17,270CommonSOLE
855244109SBUXSTARBUCKS CORP$3.5M0.12%41,482CommonSOLE
G0250X107AMCRAMCOR PLC$3.5M0.12%83,119CommonSOLE
126650100CVSCVS HEALTH CORP$3.5M0.12%43,566CommonSOLE
81141R100SESEA LTD$3.4M0.12%26,891CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.4M0.12%13,308CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.4M0.12%6,988CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.3M0.12%1,663CommonSOLE
12572Q105CMECME GROUP INC$3.3M0.11%12,182CommonSOLE
48251W104KKRKKR & CO INC$3.3M0.11%25,715CommonSOLE
25809K105DASHDOORDASH INC$3.2M0.11%14,285CommonSOLE
02209S103MOALTRIA GROUP INC$3.2M0.11%56,060CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.2M0.11%5,472CommonSOLE
871607107SNPSSYNOPSYS INC$3.2M0.11%6,758CommonSOLE
45168D104IDXXIDEXX LABS INC$3.1M0.11%4,517CommonSOLE
770700102HOODROBINHOOD MKTS INC$3.1M0.11%27,019CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.0M0.10%110,509CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.0M0.10%18,756CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.0M0.10%16,287CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.0M0.10%7,699CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$3.0M0.10%3,871CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$3.0M0.10%25,785CommonSOLE
443201108HWMHOWMET AEROSPACE INC$2.9M0.10%14,273CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.9M0.10%13,285CommonSOLE
88579Y101MMM3M CO$2.9M0.10%18,054CommonSOLE
G25508105CRHCRH PLC$2.9M0.10%22,887CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.8M0.10%24,328CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.8M0.10%6,034CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$2.8M0.10%23,368CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.8M0.10%54,694CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.8M0.10%15,732CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.8M0.09%19,057CommonSOLE
902973304USBUS BANCORP DEL$2.8M0.09%51,580CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.7M0.09%13,134CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.7M0.09%32,174CommonSOLE
718546104PSXPHILLIPS 66$2.7M0.09%21,104CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$2.7M0.09%9,728CommonSOLE
219350105GLWCORNING INC$2.7M0.09%30,965CommonSOLE
37045V100GMGENERAL MTRS CO$2.7M0.09%32,832CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.7M0.09%4,657CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.6M0.09%33,258CommonSOLE
833445109SNOWSNOWFLAKE INC$2.6M0.09%11,965CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$2.6M0.09%7,432CommonSOLE
03073E105CORCENCORA INC$2.6M0.09%7,700CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.6M0.09%7,651CommonSOLE
654106103NKENIKE INC$2.6M0.09%40,161CommonSOLE
231021106CMICUMMINS INC$2.6M0.09%5,006CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.6M0.09%1,919CommonSOLE
969457100WMBWILLIAMS COS INC$2.6M0.09%42,426CommonSOLE
G87052109TELTE CONNECTIVITY PLC$2.5M0.09%11,168CommonSOLE
29444U700EQIXEQUINIX INC$2.5M0.09%3,304CommonSOLE
291011104EMREMERSON ELEC CO$2.5M0.09%19,013CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.5M0.09%10,095CommonSOLE
806857108SLBSLB LIMITED$2.5M0.09%64,861CommonSOLE
125523100CITHE CIGNA GROUP$2.4M0.08%8,887CommonSOLE
303250104FICOFAIR ISAAC CORP$2.4M0.08%1,442CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.4M0.08%9,320CommonSOLE
G0403H108AONAON PLC$2.4M0.08%6,817CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.4M0.08%7,738CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.4M0.08%24,129CommonSOLE
74762E102QUREQUANTA SVCS INC$2.4M0.08%5,613CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.4M0.08%13,715CommonSOLE
18915M107NETCLOUDFLARE INC$2.3M0.08%11,901CommonSOLE
25746U109DDOMINION ENERGY INC$2.3M0.08%39,308CommonSOLE
172908105CTASCINTAS CORP$2.3M0.08%12,168CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.3M0.08%7,894CommonSOLE
69351T106PPLPPL CORP$2.2M0.08%64,238CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.2M0.08%8,152CommonSOLE
126408103CSXCSX CORP$2.2M0.08%61,755CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$2.2M0.08%13,744CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.2M0.08%7,587CommonSOLE
146869102CVNACARVANA CO$2.2M0.07%5,128CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.2M0.07%8,783CommonSOLE
31428X106FDXFEDEX CORP$2.1M0.07%7,423CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.1M0.07%7,239CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$2.1M0.07%5,470CommonSOLE
778296103ROSTROSS STORES INC$2.1M0.07%11,621CommonSOLE
92840M102VSTVISTRA CORP$2.1M0.07%12,931CommonSOLE
30161N101EXCEXELON CORP$2.1M0.07%47,810CommonSOLE
052769106ADSKAUTODESK INC$2.1M0.07%7,018CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$2.1M0.07%11,221CommonSOLE
22052L104CTVACORTEVA INC$2.1M0.07%30,889CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.0M0.07%41,017CommonSOLE
816851109SRESEMPRA$2.0M0.07%22,633CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.0M0.07%5,015CommonSOLE
693718108PCARPACCAR INC$2.0M0.07%18,138CommonSOLE
009066101ABNBAIRBNB INC$2.0M0.07%14,576CommonSOLE
053332102AZOAUTOZONE INC$2.0M0.07%583CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.0M0.07%25,608CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.9M0.07%38,412CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.9M0.07%6,519CommonSOLE
911363109URIUNITED RENTALS INC$1.9M0.07%2,361CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.9M0.07%32,606CommonSOLE
771049103RBLXROBLOX CORP$1.9M0.06%22,862CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$1.8M0.06%8,426CommonSOLE
12504L109CBRECBRE GROUP INC$1.8M0.06%11,364CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.8M0.06%11,782CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.8M0.06%8,853CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.8M0.06%9,372CommonSOLE
34959E109FTNTFORTINET INC$1.8M0.06%22,798CommonSOLE
345370860FFORD MTR CO$1.8M0.06%137,601CommonSOLE
001055102AFLAFLAC INC$1.8M0.06%16,304CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.8M0.06%48,241CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.8M0.06%10,955CommonSOLE
020002101ALLALLSTATE CORP$1.8M0.06%8,560CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$1.8M0.06%7,879CommonSOLE
56585A102MPCMARATHON PETE CORP$1.7M0.06%10,585CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.7M0.06%6,717CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.7M0.06%1,897CommonSOLE
756109104OREALTY INCOME CORP$1.7M0.06%29,925CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$1.7M0.06%19,453CommonSOLE
23804L103DDOGDATADOG INC$1.6M0.06%12,004CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$1.6M0.06%35,746CommonSOLE
05464C101AXONAXON ENTERPRISE INC$1.6M0.06%2,861CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.6M0.06%12,898CommonSOLE
631103108NDAQNASDAQ INC$1.6M0.06%16,663CommonSOLE
87612G101TRGPTARGA RES CORP$1.6M0.06%8,729CommonSOLE
278642103EBAYEBAY INC.$1.6M0.05%18,327CommonSOLE
98138H101WDAYWORKDAY INC$1.6M0.05%7,311CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.6M0.05%7,353CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.5M0.05%3,978CommonSOLE
311900104FASTFASTENAL CO$1.5M0.05%38,538CommonSOLE
682680103OKEONEOK INC NEW$1.5M0.05%20,985CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.5M0.05%3,437CommonSOLE
29364G103ETRENTERGY CORP NEW$1.5M0.05%16,516CommonSOLE
594972408MSTRSTRATEGY INC$1.5M0.05%9,997CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.5M0.05%6,763CommonSOLE
337738108FISVFISERV INC$1.5M0.05%22,389CommonSOLE
384802104GWWWW GRAINGER INC$1.5M0.05%1,479CommonSOLE
87612E106TGTTARGET CORP$1.5M0.05%15,238CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.5M0.05%3,035CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.5M0.05%17,291CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.5M0.05%6,864CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.5M0.05%8,414CommonSOLE
60937P106MDBMONGODB INC$1.5M0.05%3,504CommonSOLE
670346105NUENUCOR CORP$1.5M0.05%8,964CommonSOLE
852234103XYZBLOCK INC$1.5M0.05%22,388CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.5M0.05%6,464CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.5M0.05%17,301CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.4M0.05%7,428CommonSOLE
98389B100XELXCEL ENERGY INC$1.4M0.05%19,517CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$1.4M0.05%8,915CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.4M0.05%7,090CommonSOLE
773121108RKLBROCKET LAB CORP$1.4M0.05%20,644CommonSOLE
929740108WABWABTEC$1.4M0.05%6,733CommonSOLE
871829107SYYSYSCO CORP$1.4M0.05%19,455CommonSOLE
23331A109DHID R HORTON INC$1.4M0.05%9,898CommonSOLE
59156R108METMETLIFE INC$1.4M0.05%17,950CommonSOLE
922475108VEEVVEEVA SYS INC$1.4M0.05%6,324CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$1.4M0.05%4,970CommonSOLE
22822V101CCICROWN CASTLE INC$1.4M0.05%15,617CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.05%21,701CommonSOLE
406216101HALHALLIBURTON CO$1.4M0.05%48,852CommonSOLE
988498101YUMYUM BRANDS INC$1.4M0.05%9,099CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$1.4M0.05%26,044CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.4M0.05%10,109CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1.4M0.05%5,291CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.4M0.05%16,709CommonSOLE
98419M100XYLXYLEM INC$1.4M0.05%10,031CommonSOLE
501044101KRKROGER CO$1.4M0.05%21,674CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.3M0.05%56,096CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.3M0.05%16,052CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.3M0.05%16,027CommonSOLE
857477103STTSTATE STR CORP$1.3M0.05%10,287CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.3M0.05%2,124CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.3M0.05%16,324CommonSOLE
880770102TERTERADYNE INC$1.3M0.05%6,759CommonSOLE
92276F100VTRVENTAS INC$1.3M0.04%16,814CommonSOLE
629377508NRGNRG ENERGY INC$1.3M0.04%8,105CommonSOLE
929160109VMCVULCAN MATLS CO$1.3M0.04%4,484CommonSOLE
143658300CCL1EURCARNIVAL CORP$1.3M0.04%41,379CommonSOLE
058498106BALLBALL CORP$1.3M0.04%23,787CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.3M0.04%11,129CommonSOLE
761152107RMDRESMED INC$1.3M0.04%5,201CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$1.3M0.04%9,083CommonSOLE
H2906T109GRMNGARMIN LTD$1.2M0.04%6,072CommonSOLE
704326107PAYXPAYCHEX INC$1.2M0.04%10,959CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.2M0.04%8,100CommonSOLE
693506107PPGPPG INDS INC$1.2M0.04%11,825CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$1.2M0.04%18,176CommonSOLE
69331C108PCGPG&E CORP$1.2M0.04%74,436CommonSOLE
370334104GISGENERAL MLS INC$1.2M0.04%25,616CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1.2M0.04%42,369CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.2M0.04%12,304CommonSOLE
49177J102KVUEKENVUE INC$1.2M0.04%68,351CommonSOLE
316773100FITBFIFTH THIRD BANCORP$1.2M0.04%25,181CommonSOLE
29084Q100EMEEMCOR GROUP INC$1.2M0.04%1,921CommonSOLE
460146103IPINTERNATIONAL PAPER CO$1.1M0.04%29,113CommonSOLE
336433107FSLRFIRST SOLAR INC$1.1M0.04%4,364CommonSOLE
45687V106IRINGERSOLL RAND INC$1.1M0.04%14,343CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$1.1M0.04%8,719CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.1M0.04%27,610CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$1.1M0.04%814CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.1M0.04%10,658CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.1M0.04%11,094CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.1M0.04%6,963CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.1M0.04%11,241CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.1M0.04%27,754CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.1M0.04%12,734CommonSOLE
444859102HUMHUMANA INC$1.1M0.04%4,335CommonSOLE
518439104ELLAUDER ESTEE COS INC$1.1M0.04%10,580CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.1M0.04%16,211CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.1M0.04%6,399CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.1M0.04%8,164CommonSOLE
H2927K103AMRZAMRIZE LTD$1.1M0.04%20,043CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$1.1M0.04%9,797CommonSOLE
55261F104MTBM & T BK CORP$1.1M0.04%5,308CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.1M0.04%6,787CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.1M0.04%3,233CommonSOLE
50212V100LPLALPL FINL HLDGS INC$1.1M0.04%2,968CommonSOLE
049560105ATOATMOS ENERGY CORP$1.1M0.04%6,301CommonSOLE
443510607HUBBHUBBELL INC$1.1M0.04%2,373CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.0M0.04%7,286CommonSOLE
256746108DLTRDOLLAR TREE INC$1.0M0.04%8,434CommonSOLE
14316J108CGCARLYLE GROUP INC$1.0M0.04%17,397CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.0M0.04%17,550CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.0M0.04%1,688CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$1.0M0.04%15,686CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.0M0.04%27,846CommonSOLE
682189105ONON SEMICONDUCTOR CORP$1.0M0.03%18,761CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1.0M0.03%4,046CommonSOLE
90138F102TWLOTWILIO INC$1.0M0.03%7,097CommonSOLE
98980G102ZSZSCALER INC$1.0M0.03%4,473CommonSOLE
665859104NTRSNORTHERN TR CORP$1.0M0.03%7,354CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$1.0M0.03%2,249CommonSOLE
46284V101IRMIRON MTN INC DEL$998,2200.03%12,034CommonSOLE
260557103DOWDOW INC$992,5280.03%42,452CommonSOLE
294429105EFXEQUIFAX INC$988,9950.03%4,558CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$980,8940.03%17,062CommonSOLE
09062X103BIIBBIOGEN INC$980,0880.03%5,569CommonSOLE
925652109VICIVICI PPTYS INC$978,3790.03%34,793CommonSOLE
049468101TEAMATLASSIAN CORPORATION$975,9210.03%6,019CommonSOLE
252131107DXCMDEXCOM INC$975,5730.03%14,699CommonSOLE
427866108HSYHERSHEY CO$970,4990.03%5,333CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$955,0650.03%1,870CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$953,6050.03%4,273CommonSOLE
219948106CPAYCORPAY INC$952,1430.03%3,164CommonSOLE
443573100HUBSHUBSPOT INC$949,0750.03%2,365CommonSOLE
570535104MKLMARKEL GROUP INC$947,9960.03%441CommonSOLE
023608102AEEAMEREN CORP$944,3760.03%9,457CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$936,4560.03%5,191CommonSOLE
115236101BROBROWN & BROWN INC$934,1640.03%11,721CommonSOLE
452327109ILMNILLUMINA INC$928,7440.03%7,081CommonSOLE
172062101CINFCINCINNATI FINL CORP$926,5140.03%5,673CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$914,5650.03%3,324CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$911,6730.03%6,986CommonSOLE
084423102WRBBERKLEY W R CORP$909,9470.03%12,977CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$906,9710.03%23,656CommonSOLE
122017106BURLBURLINGTON STORES INC$897,1680.03%3,106CommonSOLE
74624M102PPURE STORAGE INC$896,1920.03%13,374CommonSOLE
30040W108ESEVERSOURCE ENERGY$894,6140.03%13,287CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$891,7210.03%51,396CommonSOLE
745867101PHMPULTE GROUP INC$891,0590.03%7,599CommonSOLE
64110D104NTAPNETAPP INC$887,6690.03%8,289CommonSOLE
G8473T100STESTERIS PLC$885,7990.03%3,494CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$880,9850.03%4,859CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$880,7200.03%4,786CommonSOLE
127097103CTRACOTERRA ENERGY INC$876,0090.03%33,283CommonSOLE
493267108KEYKEYCORP$872,4730.03%42,271CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$871,3490.03%406CommonSOLE
896239100TRMBTRIMBLE INC$868,4310.03%11,084CommonSOLE
233331107DTEDTE ENERGY CO$866,7460.03%6,720CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$866,6570.03%5,391CommonSOLE
260003108DOVDOVER CORP$860,6180.03%4,408CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$859,9660.03%9,966CommonSOLE
941848103WATWATERS CORP$859,9350.03%2,264CommonSOLE
526057104LENLENNAR CORP$857,6600.03%8,343CommonSOLE
422806208HEI/AHEICO CORP NEW$854,2230.03%3,384CommonSOLE
65473P105NINISOURCE INC$849,2730.03%20,337CommonSOLE
69370C100PTCPTC INC$843,6990.03%4,843CommonSOLE
35137L105FOXAFOX CORP$826,4220.03%11,310CommonSOLE
29476L107EQREQUITY RESIDENTIAL$823,1760.03%13,058CommonSOLE
92338C103VLTOVERALTO CORP$822,9850.03%8,248CommonSOLE
281020107EIXEDISON INTL$821,5540.03%13,688CommonSOLE
15135B101CNCCENTENE CORP DEL$818,5560.03%19,892CommonSOLE
45337C102INCYINCYTE CORP$812,8770.03%8,230CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$812,2150.03%8,245CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$810,1370.03%20,950CommonSOLE
550021109LULULULULEMON ATHLETICA INC$801,3150.03%3,856CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$795,4390.03%8,770CommonSOLE
92343E102VRSNVERISIGN INC$790,5590.03%3,254CommonSOLE
337932107FEFIRSTENERGY CORP$788,7580.03%17,618CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$784,3280.03%28,942CommonSOLE
G7S00T104PNRPENTAIR PLC$780,8420.03%7,498CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$778,5330.03%13,100CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$770,6950.03%8,816CommonSOLE
72352L106PINSPINTEREST INC$768,9070.03%29,699CommonSOLE
46982L108JJACOBS SOLUTIONS INC$766,1490.03%5,784CommonSOLE
88339J105TTDTHE TRADE DESK INC$743,9780.03%19,599CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$742,7560.03%25,376CommonSOLE
89400J107TRUTRANSUNION$738,9940.03%8,618CommonSOLE
504922105LHLABCORP HOLDINGS INC$737,0850.03%2,938CommonSOLE
98149E303GLDMWORLD GOLD TR$734,1820.03%8,600CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$731,7400.03%5,304CommonSOLE
40434L105HPQHP INC$725,9720.02%32,584CommonSOLE
37940X102GPNGLOBAL PMTS INC$725,7020.02%9,376CommonSOLE
866674104SUISUN CMNTYS INC$722,1470.02%5,828CommonSOLE
500754106KHCKRAFT HEINZ CO$718,3580.02%29,623CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$716,8650.02%7,002CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$713,1550.02%1,571CommonSOLE
372460105GPCGENUINE PARTS CO$710,3400.02%5,777CommonSOLE
256163106DOCUDOCUSIGN INC$706,9140.02%10,335CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$704,6110.02%4,968CommonSOLE
380237107GDDYGODADDY INC$701,5480.02%5,654CommonSOLE
247361702DALDELTA AIR LINES INC DEL$697,8170.02%10,055CommonSOLE
62944T105NVRNVR INC$692,8130.02%95CommonSOLE
833034101SNASNAP ON INC$690,9230.02%2,005CommonSOLE
366651107ITGARTNER INC$689,2290.02%2,732CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$681,9730.02%3,930CommonSOLE
49446R109KIMKIMCO RLTY CORP$675,2950.02%33,315CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$674,3430.02%14,152CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$669,5010.02%3,445CommonSOLE
125896100CMSCMS ENERGY CORP$665,7340.02%9,520CommonSOLE
579780206MKCMCCORMICK & CO INC$665,2300.02%9,767CommonSOLE
12514G108CDWCDW CORP$664,2470.02%4,877CommonSOLE
297178105ESSESSEX PPTY TR INC$663,8820.02%2,537CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$663,6570.02%9,848CommonSOLE
216648501COOCOOPER COS INC$657,3190.02%8,020CommonSOLE
695156109PKGPACKAGING CORP AMER$654,5740.02%3,174CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$653,9010.02%7,413CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$652,4570.02%2,687CommonSOLE
315616102FFIVF5 INC$649,6370.02%2,545CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$645,4490.02%6,226CommonSOLE
G3265R107APTVAPTIV PLC$642,4280.02%8,443CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$636,9530.02%26,887CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$635,6520.02%4,576CommonSOLE
268150109DTDYNATRACE INC$628,0830.02%14,492CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$627,9350.02%3,384CommonSOLE
422806109HEIHEICO CORP NEW$623,8820.02%1,928CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$621,9680.02%4,174CommonSOLE
526107107LIILENNOX INTL INC$610,3740.02%1,257CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$608,8000.02%5,917CommonSOLE
540424108LLOEWS CORP$608,0600.02%5,774CommonSOLE
668771108GENGEN DIGITAL INC$601,8780.02%22,136CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$599,5300.02%2,872CommonSOLE
34959J108FTVFORTIVE CORP$595,8260.02%10,792CommonSOLE
832696405SJMSMUCKER J M CO$594,4890.02%6,078CommonSOLE
G0176J109ALLEALLEGION PLC$587,5220.02%3,690CommonSOLE
902494103TSNTYSON FOODS INC$583,6790.02%9,957CommonSOLE
071813109BAXBAXTER INTL INC$580,1220.02%30,357CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$576,9620.02%10,569CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$572,7900.02%6,370CommonSOLE
436440101HO1HOLOGIC INC$571,7110.02%7,675CommonSOLE
101121101BXPBXP INC$570,7460.02%8,458CommonSOLE
018802108LNTALLIANT ENERGY CORP$569,1630.02%8,755CommonSOLE
46187W107INVHINVITATION HOMES INC$566,1100.02%20,371CommonSOLE
92936U109WPCWP CAREY INC$561,5410.02%8,725CommonSOLE
681919106OMCOMNICOM GROUP INC$553,0570.02%6,849CommonSOLE
902653104UDRUDR INC$549,5030.02%14,981CommonSOLE
655663102NDSNNORDSON CORP$549,3830.02%2,285CommonSOLE
35137L204FOXFOX CORP$548,7880.02%8,452CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$544,6310.02%14,095CommonSOLE
142339100CSLCARLISLE COS INC$544,0820.02%1,701CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$543,1200.02%24,000CommonSOLE
883203101TXTTEXTRON INC$536,5310.02%6,155CommonSOLE
086516101BBYBEST BUY INC$535,7080.02%8,004CommonSOLE
749685103RPMRPM INTL INC$532,4800.02%5,120CommonSOLE
30034W106EVRGEVERGY INC$530,9890.02%7,325CommonSOLE
25754A201DPZDOMINOS PIZZA INC$511,0210.02%1,226CommonSOLE
G3223R108EGEVEREST GROUP LTD$508,3460.02%1,498CommonSOLE
83444M101SOLVSOLVENTUM CORP$503,8080.02%6,358CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$502,9500.02%31,278CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$491,8950.02%15,300CommonSOLE
358039105FRPTFRESHPET INC$487,4400.02%8,000CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$485,6760.02%12,661CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$485,3970.02%2,660CommonSOLE
892672106TWTRADEWEB MKTS INC$484,2530.02%4,503CommonSOLE
574599106MASMASCO CORP$479,6940.02%7,559CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$479,1230.02%9,790CommonSOLE

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.