MondegarAI
PAYDEN & RYGEL

Q3 2025 · 13F-HR

PAYDEN & RYGELholdings as filed

Filed 2025-11-10 · accession 0001193125-25-273905

$1.2M
Reported value
113
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · PAYDEN & RYGEL · Q3 2025

AI · grounded in 13F

PAYDEN & RYGEL established a new position in QQQM with an investment of $59,944. The fund also initiated new stakes in JPM for $51,336 and GOOGL for $44,925. Additional new positions include DUK and MS.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46138G649QQQMINVESCO NASDAQ 100 ETF$59,9444.97%242,572CommonSOLE
46625H100JPMJPMORGAN CHASE$51,3364.26%162,750CommonSOLE
02079K305GOOGLALPHABET INC-CL A$44,9253.73%184,800CommonSOLE
26441C204DUKDUKE ENERGY$31,0482.57%250,890CommonSOLE
617446448MSMORGAN STANLEY$30,2822.51%190,500CommonSOLE
023135106AMZNAMAZON.COM$29,6642.46%135,100CommonSOLE
060505104BACBANK OF AMERICA$29,3752.44%569,400CommonSOLE
949746101WMT2WELLS FARGO$29,2872.43%349,400CommonSOLE
369604301GEGENERAL ELECTRIC$27,6452.29%91,900CommonSOLE
09290D101BLKBLACKROCK INC$25,2992.10%21,700CommonSOLE
68389X105ORCLORACLE$24,8592.06%88,390CommonSOLE
25746U109DDOMINION RESOURCES$23,3421.94%381,600CommonSOLE
G25508105CRHCRH PLC$22,4091.86%186,900CommonSOLE
931142103WMTWAL-MART STORES$21,3131.77%206,800CommonSOLE
594918104MSFTMICROSOFT$20,3711.69%39,330CommonSOLE
872540109TJXTJX COMPANIES$20,3371.69%140,700CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HOLDINGS$20,2111.68%227,700CommonSOLE
459200101IBMINTL BUSINESS MACHINES$19,8361.64%70,300CommonSOLE
126650100CVSCVS HEALTH CORP$19,7141.63%261,500CommonSOLE
17275R102CSCOCISCO SYSTEMS$19,5181.62%285,270CommonSOLE
00766T100ACMAECOM$19,3621.61%148,400CommonSOLE
81369Y956XLE US 11/21/25 P75$19,2261.59%2,152PUTSOLE
91913Y100VLOVALERO ENERGY$19,0351.58%111,800CommonSOLE
92826C839VVISA INC-CL A$18,8101.56%55,100CommonSOLE
30161N101EXCEXELON$18,2701.52%405,910CommonSOLE
219350105GLWCORNING$18,2111.51%222,000CommonSOLE
74834L100DGXQUEST DIAGNOSTICS$17,9531.49%94,200CommonSOLE
30303M102METAMETA PLATFORMS INC$17,4861.45%23,810CommonSOLE
58155Q103MCKMCKESSON$17,2281.43%22,300CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$17,0241.41%27,800CommonSOLE
032654105ADIANALOG DEVICES$16,7811.39%68,300CommonSOLE
58933Y105MRKMERCK & CO$16,6111.38%197,910CommonSOLE
166764100CVXCHEVRON$15,5911.29%100,400CommonSOLE
G29183103ETNEATON$15,4191.28%41,200CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$15,3781.28%349,890CommonSOLE
713448108PEPPEPSICO$15,2521.26%108,600CommonSOLE
828806109SPGSIMON PROPERTY GROUP$14,9851.24%79,850CommonSOLE
11135F101AVGOBROADCOM INC$14,9451.24%45,300CommonSOLE
45073V108ITTITT$14,9261.24%83,500CommonSOLE
46982L108JJACOBS SOLUTIONS$13,8921.15%92,700CommonSOLE
00287Y109ABBVABBVIE$13,2931.10%57,410CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS$13,0421.08%417,070CommonSOLE
29273V100ETENERGY TRANSFER LP$12,8821.07%750,690CommonSOLE
74340W103PLDPROLOGIS$12,7921.06%111,700CommonSOLE
75513E101RTXRTX CORP$12,7841.06%76,400CommonSOLE
580135101MCDMCDONALD'S$12,6421.05%41,600CommonSOLE
478160104JNJJOHNSON & JOHNSON$12,0341.00%64,900CommonSOLE
863667101SYKSTRYKER$11,9400.99%32,300CommonSOLE
125523100CICIGNA GROUP$11,1840.93%38,800CommonSOLE
025816109AXPAMERICAN EXPRESS$10,8620.90%32,700CommonSOLE
316773100FITBFIFTH THIRD BANK$10,8520.90%243,600CommonSOLE
742718109PGPROCTER & GAMBLE$10,7400.89%69,900CommonSOLE
22160K105COSTCOSTCO WHOLESALE$10,7370.89%11,600CommonSOLE
526057104LENLENNAR$10,4490.87%82,900CommonSOLE
375558103GILDGILEAD SCIENCES$10,1320.84%91,280CommonSOLE
231021106CMICUMMINS INC$9,7570.81%23,100CommonSOLE
882508104TXNTEXAS INSTRUMENTS$9,0210.75%49,100CommonSOLE
09857L108BKNGBOOKING HOLDINGS$8,6390.72%1,600CommonSOLE
872590104TMUST-MOBILE US INC$8,5220.71%35,600CommonSOLE
631103108NDAQNASDAQ STOCK MARKET$8,1290.67%91,900CommonSOLE
59156R108METMETLIFE$8,0890.67%98,200CommonSOLE
49446R109KIMKIMCO REALTY$7,9620.66%364,400CommonSOLE
035710839NLYANNALY CAP MGMT$7,9080.66%391,300CommonSOLE
78409V104SPGIS&P GLOBAL INC$7,6410.63%15,700CommonSOLE
67066G104NVDANVIDIA$6,2500.52%33,500CommonSOLE
127097103CTRACOTERRA ENERGY$5,0140.42%212,000CommonSOLE
037833100AAPLAPPLE$4,7870.40%18,800CommonSOLE
464287226AGGISHARES LEHMAN AGG BOND ETF$3,4630.29%34,542CommonSOLE
64110L106NFLXNETFLIX$2,5300.21%2,110CommonSOLE
532457108LLYELI LILLY & CO$2,3810.20%3,120CommonSOLE
46435G243SUSBISHARES ESG 1-5 YEAR ETF$2,2420.19%88,579CommonSOLE
969457100WMBWILLIAMS COS$2,0370.17%32,160CommonSOLE
03076C106AMPAMERIPRISE FINANCIAL$1,5230.13%3,100CommonSOLE
191216100KOCOCA-COLA$1,4800.12%22,310CommonSOLE
363576109AJGARTHUR J GALLAGHER & CO$1,0840.09%3,500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP$1,0030.08%1,260CommonSOLE
79466L302CRMSALESFORCE.COM$9720.08%4,100CommonSOLE
670346105NUENUCOR$9620.08%7,100CommonSOLE
03027X100AMTAMERICAN TOWER$9040.07%4,700CommonSOLE
46435G193SUSCISHARES ESG AWARE USD CORPOR$8380.07%35,557CommonSOLE
437076102HDHOME DEPOT$7170.06%1,770CommonSOLE
244199105DEDEERE & CO$5940.05%1,300CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORPORATION$5850.05%12,800CommonSOLE
747525103QCOMQUALCOMM$5320.04%3,200CommonSOLE
291011104EMREMERSON ELECTRIC$4590.04%3,500CommonSOLE
260003108DOVDOVER CORP$4470.04%2,680CommonSOLE
30231G102XOMEXXON MOBIL$4170.03%3,700CommonSOLE
760759100RSGREPUBLIC SERVICES-CL A$4130.03%1,800CommonSOLE
235851102DHRDANAHER$3970.03%2,000CommonSOLE
539830109LMTLOCKHEED MARTIN$3690.03%740CommonSOLE
038222105AMATAPPLIED MATERIALS$3280.03%1,600CommonSOLE
57636Q104MAMASTERCARD$3190.03%560CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY$3080.03%4,800CommonSOLE
609207105MDLZMONDELEZ INTL$2850.02%4,570CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$2810.02%2,500CommonSOLE
26884L109EQTEQT CORP$2720.02%5,000CommonSOLE
94106L109WMWASTE MANAGEMENT$2650.02%1,200CommonSOLE
254687106DISWALT DISNEY CO$2320.02%2,030CommonSOLE
92840M102VSTVISTRA CORP$2160.02%1,100CommonSOLE
74460D109PSAPUBLIC STORAGE$2140.02%740CommonSOLE
925652109VICIVICI PROPERTIES$2070.02%6,360CommonSOLE
46429B333GNMAISHARES GNMA BOND ETF$2020.02%4,553CommonSOLE
24703L202DELLDELL TECHNOLOGIES$1980.02%1,400CommonSOLE
253868103DLRDIGITAL REALTY REIT$1900.02%1,100CommonSOLE
20030N101CMCSACOMCAST-A$1810.02%5,770CommonSOLE
03990B101ARESARES MANAGEMENT CORP-A$1760.01%1,100CommonSOLE
03674X106ARANTERO RESOURCES CORP$1310.01%3,910CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA$1290.01%10,210CommonSOLE
H1467J104CBCHUBB LTD$1130.01%400CommonSOLE
165167735EXEEXPAND ENERGY CORP$910.01%853CommonSOLE
78464A698KRESPDR S&P REGIONAL BANKING ETF$260.00%406CommonSOLE
04010L103ARCCARES CAPITAL$240.00%1,160CommonSOLE
717081103PFEPFIZER$100.00%380CommonSOLE

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.