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KBC Group NV

Q4 2025 · 13F-HR

KBC Group NVholdings as filed

Filed 2026-01-26 · accession 0001193125-26-021832

$43.9M
Reported value
1,728
Positions
2025-12-31
Period end
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The Brief · KBC Group NV · Q4 2025

AI · grounded in 13F

KBC Group NV closed its position in ABBV, reducing its exposure by $261,526. The fund significantly increased its holdings in ABT and MU, raising share counts by 127.26% and 100.69% respectively. Other additions included AMZN and AAPL, while the fund trimmed its stakes in TMUS and VZ.

Holdings as filed

First 500 of 1728

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.2M7.22%16,968,729CommonSHARED
02079K107GOOGALPHABET INC$2.7M6.25%8,738,815CommonSHARED
594918104MSFTMICROSOFT CORP$2.7M6.20%5,625,098CommonSHARED
037833100AAPLAPPLE INC$1.9M4.37%7,044,697CommonSHARED
023135106AMZNAMAZON COM INC$1.7M3.98%7,558,795CommonSHARED
11135F101AVGOBROADCOM INC$1.4M3.11%3,946,801CommonSHARED
30303M102METAMETA PLATFORMS INC$1.1M2.59%1,719,104CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$878,1542.00%2,725,322CommonSHARED
532457108LLYELI LILLY & CO$756,5931.73%704,017CommonSHARED
88160R101TSLATESLA INC$582,1951.33%1,294,572CommonSHARED
060505104BACBANK AMERICA CORP$502,8061.15%9,141,932CommonSHARED
478160104JNJJOHNSON & JOHNSON$475,3301.08%2,296,831CommonSHARED
92826C839VVISA INC$463,5131.06%1,321,640CommonSHARED
172967424CCITIGROUP INC$448,0751.02%3,839,880CommonSHARED
002824100ABTABBOTT LABS$430,4330.98%2,320,306CommonSHARED
02079K305GOOGLALPHABET INC$415,3970.95%1,327,149CommonSHARED
64110L106NFLXNETFLIX INC$400,2580.91%4,268,957CommonSHARED
375558103GILDGILEAD SCIENCES INC$398,2460.91%3,244,626CommonSHARED
595112103MUMICRON TECHNOLOGY INC$367,4540.84%1,287,460CommonSHARED
617446448MSMORGAN STANLEY$321,5730.73%1,811,371CommonSHARED
G54950103LINLINDE PLC$290,9940.66%682,460CommonSHARED
79466L302CRMSALESFORCE INC$290,3980.66%1,096,216CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$290,2810.66%3,044,385CommonSHARED
68389X105ORCLORACLE CORP$263,3930.60%1,351,358CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$262,5980.60%3,213,772CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$260,1850.59%1,073,550CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$258,6200.59%294,221CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$257,4410.59%1,202,094CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$256,6950.59%449,648CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$254,7990.58%860,199CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$238,2070.54%420,593CommonSHARED
717081103PFEPFIZER INC$228,9240.52%9,193,713CommonSHARED
747525103QCOMQUALCOMM INC$227,5010.52%1,330,021CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$213,9870.49%3,967,121CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$210,0080.48%1,021,940CommonSHARED
45168D104IDXXIDEXX LABS INC$209,3050.48%309,380CommonSHARED
254687106DISDISNEY WALT CO$200,2170.46%1,759,843CommonSHARED
95040Q104WELLWELLTOWER INC$197,7410.45%1,065,357CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$195,7900.45%593,104CommonSHARED
031162100AMGNAMGEN INC$187,2680.43%572,145CommonSHARED
278865100ECLECOLAB INC$186,3760.43%709,949CommonSHARED
18915M107NETCLOUDFLARE INC$184,7130.42%936,921CommonSHARED
40412C101HCAHCA HEALTHCARE INC$179,4710.41%384,421CommonSHARED
58155Q103MCKMCKESSON CORP$178,4990.41%217,605CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$175,8680.40%638,613CommonSHARED
46266C105IQVIQVIA HLDGS INC$175,6240.40%779,128CommonSHARED
025816109AXPAMERICAN EXPRESS CO$174,9970.40%473,027CommonSHARED
03831W108APPAPPLOVIN CORP$168,6060.38%250,224CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$167,0100.38%902,219CommonSHARED
512807306LRCXLAM RESEARCH CORP$166,8460.38%974,684CommonSHARED
58733R102MELIMERCADOLIBRE INC$155,1500.35%77,026CommonSHARED
949746101WMT2WELLS FARGO CO NEW$154,4650.35%1,657,347CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$153,9930.35%328,512CommonSHARED
36828A101GEVGE VERNOVA INC$152,0650.35%232,669CommonSHARED
040413205ANETARISTA NETWORKS INC$151,6440.35%1,157,321CommonSHARED
00206R102TAT&T INC$146,7380.33%5,907,319CommonSHARED
31488V107FERGFERGUSON ENTERPRISES INC$146,2070.33%656,727CommonSHARED
G25508105CRHCRH PLC$143,2210.33%1,147,605CommonSHARED
742718109PGPROCTER AND GAMBLE CO$141,4660.32%987,135CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$140,9970.32%243,329CommonSHARED
N00985106AERAERCAP HOLDINGS NV$139,4650.32%970,121CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$138,7840.32%25,915CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$138,4590.32%348,194CommonSHARED
21874C102CNMCORE & MAIN INC$136,1050.31%2,618,916CommonSHARED
032095101APHAMPHENOL CORP NEW$135,9660.31%1,006,116CommonSHARED
45841N107IBKRINTERACTIVE BROKERS GROUP IN$135,4750.31%2,106,594CommonSHARED
58933Y105MRKMERCK & CO INC$134,5350.31%1,278,131CommonSHARED
00790R104WMSADVANCED DRAIN SYS INC DEL$130,6460.30%902,066CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$126,6460.29%712,493CommonSHARED
81762P102NOWSERVICENOW INC$123,3160.28%804,989CommonSHARED
17275R102CSCOCISCO SYS INC$122,3040.28%1,587,746CommonSHARED
863667101SYKSTRYKER CORPORATION$121,5030.28%345,700CommonSHARED
00724F101ADBEADOBE INC$120,8090.28%345,178CommonSHARED
038222105AMATAPPLIED MATLS INC$120,2550.27%467,937CommonSHARED
172908105CTASCINTAS CORP$120,1260.27%638,730CommonSHARED
219350105GLWCORNING INC$118,0460.27%1,348,164CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$117,4000.27%136,141CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$113,9690.26%1,140,723CommonSHARED
H2906T109GRMNGARMIN LTD$113,8590.26%561,291CommonSHARED
29084Q100EMEEMCOR GROUP INC$113,0400.26%184,769CommonSHARED
78409V104SPGIS&P GLOBAL INC$112,2270.26%214,753CommonSHARED
59156R108METMETLIFE INC$112,1400.26%1,420,569CommonSHARED
90138F102TWLOTWILIO INC$110,8810.25%779,534CommonSHARED
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$108,4120.25%1,240,129CommonSHARED
369604301GEGE AEROSPACE$105,6380.24%342,946CommonSHARED
931142103WMTWALMART INC$105,4840.24%946,731CommonSHARED
929740108WABWABTEC$104,5320.24%489,724CommonSHARED
958102105WDCWESTERN DIGITAL CORP$102,8470.23%597,009CommonSHARED
G7S00T104PNRPENTAIR PLC$102,3370.23%982,681CommonSHARED
35137L105FOXAFOX CORP$101,7130.23%1,391,982CommonSHARED
934423104WBDWARNER BROS DISCOVERY INC$99,8140.23%3,463,358CommonSHARED
31428X106FDXFEDEX CORP$99,7220.23%345,227CommonSHARED
125523100CITHE CIGNA GROUP$98,8730.23%359,236CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$94,9270.22%2,330,651CommonSHARED
743315103PGRPROGRESSIVE CORP$94,6000.22%415,423CommonSHARED
61174X109MNSTMONSTER BEVERAGE CORP NEW$92,9840.21%1,212,776CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$92,4430.21%159,189CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$92,3040.21%1,106,367CommonSHARED
125269100CFCF INDS HLDGS INC$90,5010.21%1,170,171CommonSHARED
149123101CATCATERPILLAR INC$88,9250.20%155,227CommonSHARED
437076102HDHOME DEPOT INC$88,2480.20%256,459CommonSHARED
22052L104CTVACORTEVA INC$87,9050.20%1,311,429CommonSHARED
876030107TPRTAPESTRY INC$87,8630.20%687,663CommonSHARED
833445109SNOWSNOWFLAKE INC$86,6530.20%395,031CommonSHARED
416515104HIGHARTFORD INSURANCE GROUP INC$86,1400.20%625,105CommonSHARED
199908104FIXCOMFORT SYS USA INC$85,6100.20%91,729CommonSHARED
146869102CVNACARVANA CO$85,5490.20%202,714CommonSHARED
92338C103VLTOVERALTO CORP$81,2790.19%814,588CommonSHARED
858119100STLDSTEEL DYNAMICS INC$80,1580.18%473,045CommonSHARED
668771108GENGEN DIGITAL INC$79,6430.18%2,929,117CommonSHARED
871607107SNPSSYNOPSYS INC$77,7840.18%165,596CommonSHARED
94106L109WMWASTE MGMT INC DEL$77,4950.18%352,713CommonSHARED
035710839NLYANNALY CAPITAL MANAGEMENT IN$77,1590.18%3,450,755CommonSHARED
548661107LOWLOWES COS INC$76,8580.18%318,702CommonSHARED
191216100KOCOCA COLA CO$73,9010.17%1,057,088CommonSHARED
03076C106AMPAMERIPRISE FINL INC$73,8480.17%150,606CommonSHARED
770700102HOODROBINHOOD MKTS INC$72,8600.17%644,213CommonSHARED
030420103AWKAMERICAN WTR WKS CO INC NEW$72,1750.16%553,066CommonSHARED
09260D107BXBLACKSTONE INC$71,5700.16%464,316CommonSHARED
086516101BBYBEST BUY INC$70,4640.16%1,052,805CommonSHARED
25809K105DASHDOORDASH INC$66,2370.15%292,464CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$65,8010.15%792,789CommonSHARED
615369105MCOMOODYS CORP$65,1780.15%127,589CommonSHARED
235851102DHRDANAHER CORPORATION$65,1270.15%284,495CommonSHARED
020002101ALLALLSTATE CORP$65,0950.15%312,733CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$64,4630.15%212,124CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$64,4170.15%165,510CommonSHARED
253868103DLRDIGITAL RLTY TR INC$64,3010.15%415,623CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$64,2410.15%239,434CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$63,9780.15%141,120CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$63,8030.15%126,934CommonSHARED
713448108PEPPEPSICO INC$63,0330.14%439,199CommonSHARED
278642103EBAYEBAY INC.$62,9560.14%722,802CommonSHARED
G87052109TELTE CONNECTIVITY PLC$62,8750.14%276,356CommonSHARED
70450Y103PYPLPAYPAL HLDGS INC$62,4790.14%1,070,207CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$61,1750.14%173,169CommonSHARED
942749102WTSWATTS WATER TECHNOLOGIES INC$61,0740.14%221,268CommonSHARED
98980L101ZNGAZOOM COMMUNICATIONS INC$60,8900.14%705,643CommonSHARED
34964C106FBINFORTUNE BRANDS INNOVATIONS I$58,3950.13%1,167,432CommonSHARED
761152107RMDRESMED INC$57,2320.13%237,604CommonSHARED
03073E105CORCENCORA INC$56,0590.13%165,978CommonSHARED
741623102PRMBPRIMO BRANDS CORPORATION$55,2640.13%3,380,056CommonSHARED
574599106MASMASCO CORP$55,2450.13%870,548CommonSHARED
049560105ATOATMOS ENERGY CORP$54,3750.12%324,373CommonSHARED
910047109UALUNITED AIRLS HLDGS INC$54,2320.12%485,001CommonSHARED
126650100CVSCVS HEALTH CORP$53,7110.12%676,809CommonSHARED
031100100AMEAMETEK INC$52,5570.12%255,987CommonSHARED
461202103INTUINTUIT$52,1850.12%78,779CommonSHARED
20030N101CMCSACOMCAST CORP NEW$52,0280.12%1,740,659CommonSHARED
30231G102XOMEXXON MOBIL CORP$52,0100.12%432,192CommonSHARED
443201108HWMHOWMET AEROSPACE INC$50,5530.12%246,577CommonSHARED
253393102DKSDICKS SPORTING GOODS INC$50,2900.11%254,030CommonSHARED
23918K108DVADAVITA INC$49,3310.11%434,211CommonSHARED
98978V103ZTSZOETIS INC$49,2000.11%391,035CommonSHARED
446150104HBANHUNTINGTON BANCSHARES INC$48,9410.11%2,820,816CommonSHARED
G51502105JCIJOHNSON CTLS INTL PLC$48,5960.11%405,812CommonSHARED
74340W103PLDPROLOGIS INC.$48,4840.11%379,791CommonSHARED
872540109TJXTJX COS INC NEW$48,4580.11%315,461CommonSHARED
594972408MSTRSTRATEGY INC$47,3510.11%311,624CommonSHARED
824348106SHWSHERWIN WILLIAMS CO$46,8690.11%144,643CommonSHARED
052769106ADSKAUTODESK INC$46,8430.11%158,248CommonSHARED
98419M100XYLXYLEM INC$46,7640.11%343,402CommonSHARED
969904101WSMWILLIAMS SONOMA INC$46,7070.11%261,536CommonSHARED
12504L109CBRECBRE GROUP INC$46,0610.11%286,465CommonSHARED
244199105DEDEERE & CO$45,8700.10%98,524CommonSHARED
29444U700EQIXEQUINIX INC$45,2050.10%59,002CommonSHARED
922475108VEEVVEEVA SYS INC$44,9000.10%201,140CommonSHARED
580135101MCDMCDONALDS CORP$43,9810.10%143,905CommonSHARED
872590104TMUST-MOBILE US INC$43,6090.10%214,785CommonSHARED
482480100KLACKLA CORP$43,3730.10%35,695CommonSHARED
89417E109TRVTRAVELERS COMPANIES INC$43,1410.10%148,733CommonSHARED
032654105ADIANALOG DEVICES INC$42,9080.10%158,216CommonSHARED
064058100BKBANK NEW YORK MELLON CORP$41,8490.10%360,491CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$41,6350.09%161,856CommonSHARED
231021106CMICUMMINS INC$41,4340.09%81,171CommonSHARED
422806109HEIHEICO CORP NEW$41,3670.09%127,838CommonSHARED
G5960L103MDTMEDTRONIC PLC$41,3540.09%430,508CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$41,3030.09%328,121CommonSHARED
831865209AOSSMITH A O CORP$40,7500.09%609,311CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$40,4770.09%230,550CommonSHARED
60937P106MDBMONGODB INC$40,2260.09%95,846CommonSHARED
V7780T103RCLROYAL CARIBBEAN GROUP$39,8600.09%142,909CommonSHARED
194162103CLCOLGATE PALMOLIVE CO$39,8040.09%503,728CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$39,2450.09%125,551CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$38,4680.09%208,845CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$37,1820.08%143,679CommonSHARED
771049103RBLXROBLOX CORP$37,1240.08%458,154CommonSHARED
913903100UHSUNIVERSAL HLTH SVCS INC$36,9120.08%169,306CommonSHARED
74762E102QUREQUANTA SVCS INC$36,7630.08%87,105CommonSHARED
56585A102MPCMARATHON PETE CORP$36,7280.08%225,837CommonSHARED
83444M101SOLVSOLVENTUM CORP$36,6420.08%462,417CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$36,1880.08%2,041,098CommonSHARED
701094104PHPARKER-HANNIFIN CORP$36,0910.08%41,061CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$35,9350.08%221,877CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$35,2750.08%415,089CommonSHARED
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$35,0260.08%397,070CommonSHARED
12541W209CHRWC H ROBINSON WORLDWIDE INC$34,5220.08%214,741CommonSHARED
23804L103DDOGDATADOG INC$34,4940.08%253,655CommonSHARED
05464C101AXONAXON ENTERPRISE INC$34,0450.08%59,947CommonSHARED
458140100INTCINTEL CORP$33,9660.08%920,502CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$33,6550.08%129,693CommonSHARED
92537N108VRTVERTIV HOLDINGS CO$33,3910.08%206,102CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$33,1980.08%229,333CommonSHARED
166764100CVXCHEVRON CORP NEW$32,8390.07%215,463CommonSHARED
665859104NTRSNORTHERN TR CORP$32,3320.07%236,710CommonSHARED
12572Q105CMECME GROUP INC$31,8410.07%116,602CommonSHARED
053332102AZOAUTOZONE INC$31,7270.07%9,355CommonSHARED
45784P101PODDINSULET CORP$31,6930.07%111,502CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$31,6920.07%371,758CommonSHARED
466313103JBLJABIL INC$31,5100.07%138,190CommonSHARED
759509102RSRELIANCE INC$31,5060.07%109,066CommonSHARED
H1467J104CBCHUBB LIMITED$31,2270.07%100,048CommonSHARED
302130109EXPDEXPEDITORS INTL WASH INC$30,6370.07%205,606CommonSHARED
494368103KMBKIMBERLY-CLARK CORP$30,5590.07%302,895CommonSHARED
G0450A105ACGLARCH CAP GROUP LTD$30,4070.07%317,007CommonSHARED
19260Q107COINCOINBASE GLOBAL INC$29,6870.07%131,276CommonSHARED
882508104TXNTEXAS INSTRS INC$29,5800.07%170,496CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$29,4960.07%38,215CommonSHARED
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$29,4580.07%13,726CommonSHARED
30040W108ESEVERSOURCE ENERGY$29,4290.07%437,092CommonSHARED
20825C104COPCONOCOPHILLIPS$29,4230.07%314,317CommonSHARED
75513E101RTXRTX CORPORATION$29,4080.07%160,350CommonSHARED
228368106CCKCROWN HLDGS INC$28,7870.07%279,569CommonSHARED
504922105LHLABCORP HOLDINGS INC$28,5100.07%113,641CommonSHARED
693718108PCARPACCAR INC$28,0760.06%256,381CommonSHARED
902973304USBUS BANCORP DEL$28,0680.06%526,012CommonSHARED
855244109SBUXSTARBUCKS CORP$27,9900.06%332,383CommonSHARED
40434L105HPQHP INC$27,9360.06%1,253,863CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$27,7980.06%324,942CommonSHARED
00766T100ACMAECOM$27,6080.06%289,603CommonSHARED
535555106LNNLINDSAY CORP$27,5620.06%233,835CommonSHARED
216648501COOCOOPER COS INC$27,4580.06%335,016CommonSHARED
036752103ELVELEVANCE HEALTH INC FORMERLY$27,3350.06%77,979CommonSHARED
722304102PDDPDD HOLDINGS INC$27,1140.06%239,124CommonSHARED
833034101SNASNAP ON INC$26,9520.06%78,212CommonSHARED
26875P101EOGEOG RES INC$26,5120.06%252,470CommonSHARED
45337C102INCYINCYTE CORP$26,4100.06%267,394CommonSHARED
690742101OCOWENS CORNING NEW$26,3160.06%235,157CommonSHARED
303250104FICOFAIR ISAAC CORP$26,0580.06%15,413CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$26,0530.06%285,638CommonSHARED
G0176J109ALLEALLEGION PLC$26,0400.06%163,549CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$25,9640.06%91,643CommonSHARED
G29183103ETNEATON CORP PLC$25,8910.06%81,287CommonSHARED
34959E109FTNTFORTINET INC$25,6950.06%323,583CommonSHARED
370334104GISGENERAL MLS INC$25,5350.06%549,128CommonSHARED
64110D104NTAPNETAPP INC$25,3260.06%236,492CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$24,9980.06%675,615CommonSHARED
501044101KRKROGER CO$24,9680.06%399,607CommonSHARED
888787108TOSTTOAST INC$24,7690.06%697,544CommonSHARED
92276F100VTRVENTAS INC$24,2980.06%314,020CommonSHARED
68902V107OTISOTIS WORLDWIDE CORP$24,1210.06%276,146CommonSHARED
460146103IPINTERNATIONAL PAPER CO$23,5010.05%596,628CommonSHARED
651639106NEMNEWMONT CORP$23,4920.05%235,271CommonSHARED
26210C104DBXDROPBOX INC$23,3230.05%838,953CommonSHARED
60871R209TAPMOLSON COORS BEVERAGE CO$23,2500.05%498,057CommonSHARED
88339J105TTDTHE TRADE DESK INC$23,1280.05%609,285CommonSHARED
92343E102VRSNVERISIGN INC$22,5290.05%92,730CommonSHARED
718172109PMPHILIP MORRIS INTL INC$22,3850.05%139,555CommonSHARED
760759100RSGREPUBLIC SVCS INC$22,2780.05%105,120CommonSHARED
500754106KHCKRAFT HEINZ CO$22,2240.05%916,485CommonSHARED
758849103REGREGENCY CTRS CORP$22,1340.05%320,646CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$21,5670.05%116,229CommonSHARED
693475105PNCPNC FINL SVCS GROUP INC$21,4290.05%102,663CommonSHARED
695156109PKGPACKAGING CORP AMER$21,2850.05%103,208CommonSHARED
929160109VMCVULCAN MATLS CO$21,1810.05%74,262CommonSHARED
90384S303ULTAULTA BEAUTY INC$21,0060.05%34,720CommonSHARED
81141R100SESEA LTD$20,5320.05%160,949CommonSHARED
784305104HTOH2O AMERICA$20,4720.05%417,891CommonSHARED
609207105MDLZMONDELEZ INTL INC$20,3050.05%377,201CommonSHARED
83406F102SOFISOFI TECHNOLOGIES INC$19,8220.05%757,148CommonSHARED
252131107DXCMDEXCOM INC$19,8000.05%298,339CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$19,4240.04%808,676CommonSHARED
525327102LDOSLEIDOS HOLDINGS INC$19,3870.04%107,465CommonSHARED
130788102CWTCALIFORNIA WTR SVC GROUP$19,3520.04%446,627CommonSHARED
Y2573F102FLEXFLEX LTD$18,5150.04%306,427CommonSHARED
243537107DECKDECKERS OUTDOOR CORP$18,4620.04%178,083CommonSHARED
571748102MRSHMARSH & MCLENNAN COS INC$18,3260.04%98,782CommonSHARED
80004C200SNDKSANDISK CORP$18,2600.04%76,923CommonSHARED
744320102PRUPRUDENTIAL FINL INC$17,7830.04%157,538CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$17,7390.04%46,276CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$17,5680.04%103,338CommonSHARED
G6683N103NUNU HLDGS LTD$17,4370.04%1,041,615CommonSHARED
G8267P108SWSMURFIT WESTROCK PLC$16,8110.04%434,751CommonSHARED
336433107FSLRFIRST SOLAR INC$16,7260.04%64,030CommonSHARED
87612G101TRGPTARGA RES CORP$16,6560.04%90,279CommonSHARED
896239100TRMBTRIMBLE INC$16,4310.04%209,707CommonSHARED
92556V106VTRSVIATRIS INC$16,3890.04%1,316,370CommonSHARED
383082104GRCGORMAN RUPP CO$16,2960.04%341,269CommonSHARED
297178105ESSESSEX PPTY TR INC$15,6100.04%59,652CommonSHARED
009066101ABNBAIRBNB INC$15,5640.04%114,675CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$15,5130.04%71,467CommonSHARED
907818108UNPUNION PAC CORP$15,3320.03%66,279CommonSHARED
654106103NKENIKE INC$15,3100.03%240,307CommonSHARED
097023105BABOEING CO$15,2180.03%70,090CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$15,1910.03%87,653CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$15,1320.03%286,374CommonSHARED
452308109ITWILLINOIS TOOL WKS INC$15,0570.03%61,130CommonSHARED
911312106UPSUNITED PARCEL SERVICE INC$14,9360.03%150,576CommonSHARED
436440101HO1HOLOGIC INC$14,8880.03%199,868CommonSHARED
075887109BDXBECTON DICKINSON & CO$14,8530.03%76,534CommonSHARED
00827B106AFRMAFFIRM HLDGS INC$14,4700.03%194,406CommonSHARED
65339F101NEENEXTERA ENERGY INC$14,3840.03%179,176CommonSHARED
49271V100KDPKEURIG DR PEPPER INC$14,3230.03%511,354CommonSHARED
631103108NDAQNASDAQ INC$14,2850.03%147,073CommonSHARED
G6700G107NVTNVENT ELECTRIC PLC$14,2160.03%139,414CommonSHARED
256746108DLTRDOLLAR TREE INC$14,0150.03%113,928CommonSHARED
43300A203HLTHILTON WORLDWIDE HLDGS INC$13,9870.03%48,694CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$13,8290.03%31,069CommonSHARED
N20944109CNHCNH INDL N V$13,8110.03%1,497,968CommonSHARED
099724106BWABORGWARNER INC$13,7950.03%306,140CommonSHARED
09290D101BLKBLACKROCK INC$13,6470.03%12,750CommonSHARED
571903202MARMARRIOTT INTL INC NEW$13,6420.03%43,972CommonSHARED
57667L107MTCHMATCH GROUP INC NEW$13,6370.03%422,321CommonSHARED
16411R208LNGCHENIERE ENERGY INC$13,4900.03%69,395CommonSHARED
775711104ROLROLLINS INC$13,3680.03%222,732CommonSHARED
049468101TEAMATLASSIAN CORPORATION$13,0350.03%80,395CommonSHARED
G0403H108AONAON PLC$12,9790.03%36,782CommonSHARED
291011104EMREMERSON ELEC CO$12,8860.03%97,090CommonSHARED
46284V101IRMIRON MTN INC DEL$12,8160.03%154,509CommonSHARED
26614N102DDDUPONT DE NEMOURS INC$12,6610.03%314,941CommonSHARED
427866108HSYHERSHEY CO$12,6430.03%69,477CommonSHARED
778296103ROSTROSS STORES INC$12,5050.03%69,419CommonSHARED
911363109URIUNITED RENTALS INC$12,4280.03%15,356CommonSHARED
857477103STTSTATE STR CORP$12,3480.03%95,719CommonSHARED
74743L100QQNITY ELECTRONICS INC$12,1890.03%149,289CommonSHARED
681919106OMCOMNICOM GROUP INC$12,0880.03%149,703CommonSHARED
26856L103ELFE L F BEAUTY INC$12,0750.03%158,796CommonSHARED
89677Q107TCOMTRIP COM GROUP LTD$11,9840.03%166,651CommonSHARED
756109104OREALTY INCOME CORP$11,9190.03%211,457CommonSHARED
91913Y100VLOVALERO ENERGY CORP$11,8270.03%72,651CommonSHARED
438516106HONHONEYWELL INTL INC$11,7190.03%60,070CommonSHARED
773121108RKLBROCKET LAB CORP$11,7100.03%167,857CommonSHARED
40415F101HDBHDFC BANK LTD$11,6560.03%319,002CommonSHARED
92936U109WPCWP CAREY INC$11,5340.03%179,209CommonSHARED
48020Q107JLLJONES LANG LASALLE INC$11,5130.03%34,216CommonSHARED
69331C108PCGPG&E CORP$11,4730.03%713,923CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$11,4450.03%12,627CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$11,3870.03%23,370CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$11,2780.03%8,089CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$11,2670.03%221,838CommonSHARED
001055102AFLAFLAC INC$11,2640.03%102,153CommonSHARED
285512109EAELECTRONIC ARTS INC$11,2130.03%54,876CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$11,1660.03%82,056CommonSHARED
89832Q109TFCTRUIST FINL CORP$11,1480.03%226,536CommonSHARED
98980G102ZSZSCALER INC$11,1360.03%49,515CommonSHARED
15135B101CNCCENTENE CORP DEL$11,0790.03%269,226CommonSHARED
21871X109CRBGCOREBRIDGE FINL INC$10,9160.02%361,809CommonSHARED
444859102HUMHUMANA INC$10,8350.02%42,302CommonSHARED
87612E106TGTTARGET CORP$10,7390.02%109,859CommonSHARED
74736K101QRVOQORVO INC$10,6700.02%126,256CommonSHARED
88033G407THCTENET HEALTHCARE CORP$10,5820.02%53,250CommonSHARED
70432V102PAYCPAYCOM SOFTWARE INC$10,4490.02%65,569CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$10,4040.02%51,205CommonSHARED
98138H101WDAYWORKDAY INC$10,3900.02%48,375CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$10,0310.02%168,779CommonSHARED
171340102CHDCHURCH & DWIGHT CO INC$10,0000.02%119,268CommonSHARED
686688102ORAORMAT TECHNOLOGIES INC$9,9830.02%90,365CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$9,7720.02%56,314CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$9,7430.02%53,736CommonSHARED
682189105ONON SEMICONDUCTOR CORP$9,7160.02%179,424CommonSHARED
78410G104SBACSBA COMMUNICATIONS CORP NEW$9,6290.02%49,782CommonSHARED
380237107GDDYGODADDY INC$9,6100.02%77,454CommonSHARED
29414B104EPAMEPAM SYS INC$9,5540.02%46,630CommonSHARED
09062X103BIIBBIOGEN INC$9,3970.02%53,398CommonSHARED
46982L108JJACOBS SOLUTIONS INC$9,3690.02%70,734CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$9,3360.02%159,848CommonSHARED
88579Y101MMM3M CO$9,3130.02%58,171CommonSHARED
693506107PPGPPG INDS INC$9,3120.02%90,884CommonSHARED
353514102FELEFRANKLIN ELEC INC$9,1750.02%96,046CommonSHARED
749685103RPMRPM INTL INC$9,1470.02%87,955CommonSHARED
345370860FFORD MTR CO$9,0430.02%689,226CommonSHARED
02209S103MOALTRIA GROUP INC$8,8970.02%154,305CommonSHARED
G3265R107APTVAPTIV PLC$8,8590.02%116,427CommonSHARED
842587107SOSOUTHERN CO$8,8320.02%101,290CommonSHARED
084423102WRBBERKLEY W R CORP$8,8310.02%125,935CommonSHARED
29476L107EQREQUITY RESIDENTIAL$8,8170.02%139,864CommonSHARED
61945C103MOSMOSAIC CO NEW$8,7960.02%365,133CommonSHARED
501889208LKQLKQ CORP$8,7750.02%290,549CommonSHARED
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8,6200.02%107,351CommonSHARED
093712107BEBLOOM ENERGY CORP$8,6090.02%99,084CommonSHARED
49177J102KVUEKENVUE INC$8,5060.02%493,116CommonSHARED
08265T208BSYBENTLEY SYS INC$8,4690.02%221,861CommonSHARED
969457100WMBWILLIAMS COS INC$8,4310.02%140,257CommonSHARED
74624M102PPURE STORAGE INC$8,4170.02%125,613CommonSHARED
311900104FASTFASTENAL CO$8,3980.02%209,270CommonSHARED
30161N101EXCEXELON CORP$8,3630.02%191,864CommonSHARED
337738108FISVFISERV INC$8,3320.02%124,047CommonSHARED
22822V101CCICROWN CASTLE INC$8,3250.02%93,669CommonSHARED
670346105NUENUCOR CORP$8,3100.02%50,947CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$8,2620.02%100,734CommonSHARED
833635105SQMSOCIEDAD QUIMICA Y MINERA DE$8,2590.02%120,049CommonSHARED
65290E101NXTNEXTPOWER INC$8,2510.02%94,725CommonSHARED
26441C204DUKDUKE ENERGY CORP NEW$8,2480.02%70,369CommonSHARED
922280102VRNSVARONIS SYS INC$7,8620.02%239,698CommonSHARED
988498101YUMYUM BRANDS INC$7,7710.02%51,375CommonSHARED
704326107PAYXPAYCHEX INC$7,7190.02%68,804CommonSHARED
316773100FITBFIFTH THIRD BANCORP$7,6000.02%162,350CommonSHARED
632307104NTRANATERA INC$7,5870.02%33,118CommonSHARED
009158106APDAIR PRODS & CHEMS INC$7,4960.02%30,343CommonSHARED
816851109SRESEMPRA$7,4830.02%84,760CommonSHARED
465741106ITRIITRON INC$7,4390.02%80,107CommonSHARED
37045V100GMGENERAL MTRS CO$7,4240.02%91,290CommonSHARED
47215P106JDJD.COM INC$7,3710.02%256,828CommonSHARED
518439104ELLAUDER ESTEE COS INC$7,3360.02%70,051CommonSHARED
171779309CIENCIENA CORP$7,2880.02%31,161CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$7,2530.02%45,162CommonSHARED
31620M106FISFIDELITY NATL INFORMATION SV$7,2340.02%108,834CommonSHARED
69370C100PTCPTC INC$7,1160.02%40,847CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$7,0910.02%27,698CommonSHARED
294429105EFXEQUIFAX INC$7,0120.02%32,318CommonSHARED
55354G100MSCIMSCI INC$6,8450.02%11,931CommonSHARED
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$6,8250.02%75,245CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$6,8060.02%15,259CommonSHARED
G8473T100STESTERIS PLC$6,8060.02%26,846CommonSHARED
55261F104MTBM & T BK CORP$6,7330.02%33,416CommonSHARED
819047101SHAKSHAKE SHACK INC$6,5370.01%80,532CommonSHARED
48251W104KKRKKR & CO INC$6,4980.01%50,975CommonSHARED
98850P109YUMCYUM CHINA HLDGS INC$6,4800.01%135,735CommonSHARED
126408103CSXCSX CORP$6,4510.01%177,947CommonSHARED
526057104LENLENNAR CORP$6,4450.01%62,689CommonSHARED
379577208GMEDGLOBUS MED INC$6,4090.01%73,407CommonSHARED
941848103WATWATERS CORP$6,3720.01%16,777CommonSHARED
750940108RALRALLIANT CORP$6,3490.01%124,701CommonSHARED
G96629103WTWWILLIS TOWERS WATSON PLC LTD$6,3300.01%19,262CommonSHARED
G7709Q104RPRXROYALTY PHARMA PLC$6,3200.01%163,561CommonSHARED
92345Y106VRSKVERISK ANALYTICS INC$6,3000.01%28,163CommonSHARED
22160N109CSGPCOSTAR GROUP INC$6,2890.01%93,535CommonSHARED
217204106CPRTCOPART INC$6,2240.01%158,968CommonSHARED
871829107SYYSYSCO CORP$6,2220.01%84,428CommonSHARED
G0250X107AMCRAMCOR PLC$6,1790.01%740,863CommonSHARED
45687V106IRINGERSOLL RAND INC$6,1330.01%77,412CommonSHARED
49446R109KIMKIMCO RLTY CORP$6,0660.01%299,248CommonSHARED
025537101AEPAMERICAN ELEC PWR CO INC$6,0380.01%52,360CommonSHARED
445658107JBHTHUNT J B TRANS SVCS INC$5,9760.01%30,752CommonSHARED
925652109VICIVICI PPTYS INC$5,9420.01%211,324CommonSHARED
247361702DALDELTA AIR LINES INC DEL$5,9290.01%85,432CommonSHARED
457669307INSMINSMED INC$5,9190.01%34,013CommonSHARED
452327109ILMNILLUMINA INC$5,9030.01%45,007CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$5,8880.01%21,401CommonSHARED
47233W109JEFJEFFERIES FINL GROUP INC$5,8840.01%94,945CommonSHARED
64110W102NTESNETEASE INC$5,8230.01%42,308CommonSHARED
89400J107TRUTRANSUNION$5,8080.01%67,737CommonSHARED
852234103XYZBLOCK INC$5,6660.01%87,037CommonSHARED
260003108DOVDOVER CORP$5,6620.01%29,005CommonSHARED
453204109PIIMPINJ INC$5,5770.01%32,052CommonSHARED
039483102ADMARCHER DANIELS MIDLAND CO$5,5460.01%96,471CommonSHARED
655844108NSCNORFOLK SOUTHN CORP$5,4970.01%19,039CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$5,4930.01%35,032CommonSHARED
G4124C109GRABGRAB HOLDINGS LIMITED$5,4500.01%1,092,223CommonSHARED
23331A109DHID R HORTON INC$5,4410.01%37,776CommonSHARED
134429109CPBTHE CAMPBELLS COMPANY$5,4250.01%194,646CommonSHARED
674599105OXYOCCIDENTAL PETE CORP$5,3750.01%130,719CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$5,3570.01%197,670CommonSHARED
49456B101KMIKINDER MORGAN INC DEL$5,1260.01%186,481CommonSHARED
36118L106FUTUFUTU HLDGS LTD$5,0260.01%30,603CommonSHARED
806857108SLBSLB LIMITED$4,9970.01%130,200CommonSHARED
88557W101QFINQFIN HOLDINGS INC$4,9950.01%259,192CommonSHARED
482497104BEKEKE HLDGS INC$4,9940.01%316,903CommonSHARED
109194100BFAMBRIGHT HORIZONS FAM SOL IN D$4,9620.01%48,934CommonSHARED
209115104EDCONSOLIDATED EDISON INC$4,9500.01%49,841CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$4,9390.01%37,929CommonSHARED
256677105DGDOLLAR GEN CORP NEW$4,9370.01%37,186CommonSHARED
79589L106IOTSAMSARA INC$4,9070.01%138,403CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4,8880.01%54,362CommonSHARED
26884L109EQTEQT CORP$4,8640.01%90,739CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$4,8160.01%19,187CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$4,7970.01%75,283CommonSHARED
189054109CLXCLOROX CO DEL$4,7740.01%47,354CommonSHARED
443510607HUBBHUBBELL INC$4,7400.01%10,673CommonSHARED
531229755FWONKLIBERTY MEDIA CORP DEL$4,7390.01%48,110CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$4,7230.01%21,163CommonSHARED
718546104PSXPHILLIPS 66$4,7180.01%36,565CommonSHARED
573284106MLMMARTIN MARIETTA MATLS INC$4,6970.01%7,544CommonSHARED
384802104GWWWW GRAINGER INC$4,6770.01%4,635CommonSHARED
25746U109DDOMINION ENERGY INC$4,6650.01%79,626CommonSHARED
87162W100SNXTD SYNNEX CORPORATION$4,6540.01%30,981CommonSHARED
058498106BALLBALL CORP$4,6200.01%87,211CommonSHARED
76954A103RIVNRIVIAN AUTOMOTIVE INC$4,6150.01%234,160CommonSHARED
50212V100LPLALPL FINL HLDGS INC$4,6120.01%12,913CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$4,6020.01%10,136CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$4,5960.01%32,401CommonSHARED
34959J108FTVFORTIVE CORP$4,5680.01%82,734CommonSHARED
29364G103ETRENTERGY CORP NEW$4,5550.01%49,277CommonSHARED
880770102TERTERADYNE INC$4,5480.01%23,496CommonSHARED
92840M102VSTVISTRA CORP$4,4830.01%27,788CommonSHARED
74144T108TROWPRICE T ROWE GROUP INC$4,3810.01%42,792CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$4,3590.01%71,910CommonSHARED
62944T105NVRNVR INC$4,2660.01%585CommonSHARED
745867101PHMPULTE GROUP INC$4,2570.01%36,305CommonSHARED
570535104MKLMARKEL GROUP INC$4,2560.01%1,980CommonSHARED
022671101AMALAMALGAMATED FINANCIAL CORP$4,2420.01%132,449CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$4,2320.01%30,460CommonSHARED
443573100HUBSHUBSPOT INC$4,2280.01%10,537CommonSHARED
773903109ROKROCKWELL AUTOMATION INC$4,1850.01%10,756CommonSHARED
172062101CINFCINCINNATI FINL CORP$4,1470.01%25,390CommonSHARED
44332N106HTHTH WORLD GROUP LTD$4,1040.01%87,221CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$4,0480.01%63,831CommonSHARED
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$4,0440.01%23,613CommonSHARED
37940X102GPNGLOBAL PMTS INC$4,0380.01%52,171CommonSHARED
98389B100XELXCEL ENERGY INC$4,0300.01%54,561CommonSHARED

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.