MondegarAI
OSLO PENSJONSFORSIKRING AS

Q1 2026 · 13F-HR

OSLO PENSJONSFORSIKRING ASholdings as filed

Filed 2026-05-08 · accession 0001828808-26-000021

$642.6M
Reported value
451
Positions
2026-03-31
Period end
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The Brief · OSLO PENSJONSFORSIKRING AS · Q1 2026

AI · grounded in 13F

OSLO PENSJONSFORSIKRING AS established a new position in Alphabet Inc. GOOGL worth $56.9M. The fund also initiated new stakes in Microsoft Corporation MSFT for $38.6M and Smurfit Westrock Plc SW for $33.4M. These additions contributed to a total portfolio of 451 positions with $642.6M in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLAlphabet Inc.$56.9M8.85%197,823CommonSOLE
594918104MSFTMicrosoft Corporation$38.6M6.01%104,314CommonSOLE
G8267P108SWWestRock Co$33.4M5.20%837,817CommonSOLE
020002101ALLAllstate Corp$32.5M5.06%156,841CommonSOLE
570535104MKLMarkel Group Inc$32.4M5.04%16,910CommonSOLE
126650100CVSCVS Health Corp$32.1M5.00%447,471CommonSOLE
92826C839VVISA Inc.$31.1M4.84%102,964CommonSOLE
459200101IBMInternational Business Machines Corp$30.4M4.73%125,482CommonSOLE
12504L109CBRECBRE Group Inc$30.2M4.70%222,730CommonSOLE
084670108BRK/ABerkshire Hathaway Inc$28.7M4.47%40CommonSOLE
40434L105HPQHP Inc$27.6M4.30%1,438,355CommonSOLE
989207105ZBRAZebra Technologies Corp$27.0M4.20%129,103CommonSOLE
047649108ATKRAtkore Inc$22.2M3.46%377,000CommonSOLE
235851102DHRDanaher Corp$17.6M2.75%93,044CommonSOLE
67066G104NVDANvidia Corp$13.5M2.10%77,420CommonSOLE
037833100AAPLApple Inc.$11.9M1.85%46,879CommonSOLE
023135106AMZNAmazon.com, Inc.$6.0M0.93%28,647CommonSOLE
02079K107GOOGAlphabet Inc.$4.4M0.68%15,282CommonSOLE
11135F101AVGOBroadcom Inc$3.7M0.57%11,891CommonSOLE
30303M102METAMETA PLATFORMS INC$3.4M0.52%5,875CommonSOLE
30231G102XOMExxon Mobil Corp$3.0M0.46%17,554CommonSOLE
46625H100JPMJPMorgan Chase & Co$2.9M0.46%10,019CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$2.8M0.43%5,813CommonSOLE
532457108LLYEli Lilly & CO$2.7M0.43%2,971CommonSOLE
88160R101TSLATesla Inc$2.7M0.42%7,320CommonSOLE
478160104JNJJohnson & Johnson$2.3M0.35%9,210CommonSOLE
931142103WMTWalmart Inc$2.0M0.30%15,762CommonSOLE
166764100CVXChevron Corp$1.7M0.26%7,975CommonSOLE
595112103MUMicron Technology Inc$1.6M0.25%4,731CommonSOLE
060505104BACBank of America Corporation$1.5M0.24%31,718CommonSOLE
22160K105COSTCostco Wholesale Corp$1.5M0.23%1,471CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.22%11,647CommonSOLE
742718109PGThe Procter & Gamble Company$1.4M0.21%9,520CommonSOLE
64110L106NFLXNetflix, Inc.$1.4M0.21%14,249CommonSOLE
007903107AMDAdvanced Micro Devices inc$1.4M0.21%6,726CommonSOLE
57636Q104MAMASTERCARD INC$1.4M0.21%2,737CommonSOLE
00287Y109ABBVAbbVie Inc.$1.3M0.21%6,115CommonSOLE
17275R102CSCOCisco Systems Inc$1.3M0.20%16,702CommonSOLE
437076102HDHome Depot Inc$1.2M0.19%3,722CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$1.2M0.19%4,394CommonSOLE
172967424CCitigroup Inc$1.2M0.18%10,391CommonSOLE
38141G104GSThe Goldman Sachs Group Inc.$1.1M0.18%1,357CommonSOLE
038222105AMATApplied Materials Inc$1.1M0.18%3,308CommonSOLE
512807306LRCXLam Research Corp$1.1M0.17%5,234CommonSOLE
369604301GEGeneral Electric Company$1.0M0.16%3,603CommonSOLE
191216100KOCOCA-COLA CO/THE$998,3080.16%13,127CommonSOLE
68389X105ORCLOracle Corporation$996,8170.16%6,776CommonSOLE
949746101WMT2Wells Fargo & Company$986,0490.15%12,386CommonSOLE
717081103PFEPfizer Inc$950,2270.15%33,840CommonSOLE
458140100INTCIntel Corporation$937,7180.15%21,249CommonSOLE
79466L302CRMSalesforce, Inc.$933,5360.15%5,001CommonSOLE
617446448MSMorgan Stanley$910,2360.14%5,531CommonSOLE
92343V104VZVerizon Communications Inc.$890,7480.14%17,744CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$885,7370.14%1,802CommonSOLE
254687106DISWALT DISNEY COMPANY/THE$842,7460.13%8,744CommonSOLE
482480100KLACKLA Corp$811,2970.13%551CommonSOLE
20825C104COPConocoPhillips$782,7600.12%5,930CommonSOLE
G1151C101ACNAccenture Plc$762,2260.12%3,844CommonSOLE
882508104TXNTexas Instruments Inc$756,7570.12%3,898CommonSOLE
00206R102TAT&T$742,2010.12%25,602CommonSOLE
747525103QCOMQualcomm Incorporated$722,7130.11%5,612CommonSOLE
032654105ADIAnalog Devices Inc$718,3600.11%2,258CommonSOLE
36828A101GEVGE Vernova Inc$707,0490.11%810CommonSOLE
713448108PEPPEPSICO INC$705,7930.11%4,545CommonSOLE
110122108BMYBristol-Myers Squibb Co$700,8710.11%11,556CommonSOLE
025816109AXPAmerican Express Co$656,9860.10%2,172CommonSOLE
G54950103LINLinde PLC$656,8820.10%1,325CommonSOLE
375558103GILDGilead Sciences Inc$647,7910.10%4,648CommonSOLE
808513105SCHWCharles Schwab Corp$646,0180.10%6,874CommonSOLE
032095101APHAMPHENOL CORP$645,0160.10%5,105CommonSOLE
461202103INTUIntuit Inc$615,2760.10%1,423CommonSOLE
580135101MCDMcDonald's Corporation$614,1210.10%1,976CommonSOLE
31428X106FDXFedEx Corporation$591,2580.09%1,660CommonSOLE
65339F101NEENextEra Energy Inc$588,7660.09%6,339CommonSOLE
20030N101CMCSACOMCAST CORP$588,2390.09%20,489CommonSOLE
244199105DEDeere & Co$581,8880.09%1,033CommonSOLE
002824100ABTAbbott Laboratories$581,8300.09%5,667CommonSOLE
031162100AMGNAMGEN INC$570,3480.09%1,621CommonSOLE
69331C108PCGPG&E Corp$560,3420.09%31,892CommonSOLE
780087102RYRoyal Bank of Canada$547,8860.09%3,400CommonSOLE
14040H105COFCapital One Financial Corporation$546,7420.09%2,997CommonSOLE
87612E106TGTTarget Corp$546,1270.08%4,506CommonSOLE
00724F101ADBEAdobe Inc.$537,2060.08%2,210CommonSOLE
053015103ADPAutomatic Data Processing Inc$535,1760.08%2,634CommonSOLE
90353T100UBERUber Technologies, Inc.$533,3600.08%7,415CommonSOLE
064058100BKBank of New York Mellon Corp$527,1910.08%4,444CommonSOLE
718546104PSXPhillips 66$526,5000.08%2,890CommonSOLE
09290D101BLKBlackrock Inc$526,0550.08%547CommonSOLE
693718108PCARPaccar Inc$524,0230.08%4,537CommonSOLE
125523100CICigna Group$523,8970.08%1,964CommonSOLE
30161N101EXCEXELON CORP$522,1120.08%10,651CommonSOLE
573874104MRVLMarvell Technology Inc$510,0080.08%5,149CommonSOLE
09857L108BKNGBooking Holdings Inc.$509,4480.08%121CommonSOLE
902973304USBU.S. BANCORP$505,2770.08%9,715CommonSOLE
548661107LOWLowe's Cos Inc$503,9850.08%2,133CommonSOLE
501044101KRKroger Co$503,6250.08%6,960CommonSOLE
651639106NEMNewmont Corp$503,4700.08%4,651CommonSOLE
231021106CMICummins Inc$500,8960.08%931CommonSOLE
91913Y100VLOValero Energy Corp$500,8310.08%2,027CommonSOLE
G29183103ETNEaton Corp PLC$500,7380.08%1,400CommonSOLE
281020107EIXEdison International$500,1120.08%6,834CommonSOLE
872540109TJXTJX Cos Inc$499,7010.08%3,129CommonSOLE
G5960L103MDTMedtronic PLC$497,0240.08%5,736CommonSOLE
682680103OKEEnLink Midstream LLC$495,6080.08%5,483CommonSOLE
911312106UPSUnited Parcel Service, Inc.$491,2110.08%4,993CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$483,6720.08%626CommonSOLE
30212P303EXPEExpedia Group Inc$475,1710.07%2,058CommonSOLE
891160509TDToronto-Dominion Bank$474,7960.07%5,100CommonSOLE
25179M103DVNDevon Energy Corp$474,1650.07%9,423CommonSOLE
036752103ELVElevance Health Inc$472,2050.07%1,613CommonSOLE
49177J102KVUEKenvue Inc$466,7730.07%27,075CommonSOLE
743315103PGRProgressive Corp$461,5020.07%2,328CommonSOLE
165167735EXEExpand Energy Corp$448,5610.07%4,086CommonSOLE
25746U109DDominion Energy Inc$446,3400.07%7,220CommonSOLE
008474108AEMAgnico Eagle Mines Ltd$445,1450.07%2,200CommonSOLE
209115104EDConsolidated Edison Inc$441,6280.07%3,902CommonSOLE
902494103TSNTyson Foods Inc$440,8650.07%6,881CommonSOLE
88579Y101MMM3M Company$434,0920.07%2,989CommonSOLE
26875P101EOGEOG Resources Inc$428,9390.07%2,967CommonSOLE
25278X109FANGDiamondback Energy Inc$428,4130.07%2,166CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD$426,2530.07%1,549CommonSOLE
89832Q109TFCTruist Financial Corp$423,6590.07%9,216CommonSOLE
925652109VICIVICI Properties Inc$422,2850.07%15,457CommonSOLE
H1467J104CBChubb Ltd$421,7530.07%1,294CommonSOLE
064149107BNSThe Bank of Nova Scotia$421,6800.07%6,100CommonSOLE
94106L109WMWaste Management Inc$419,1360.07%1,824CommonSOLE
31946M103FCNCAFirst Citizens BancShares Inc/NC$418,3940.07%222CommonSOLE
500754106KHCKraft Heinz Co$410,4640.06%18,251CommonSOLE
67077M108NTRNutrien Ltd$406,3360.06%5,400CommonSOLE
776696106ROPRoper Technologies Inc$404,4610.06%1,143CommonSOLE
H11356104BGBunge Global SA$404,3680.06%3,179CommonSOLE
78467J100SSNCSS&C Technologies Holdings Inc$401,5000.06%5,942CommonSOLE
039483102ADMArcher-Daniels-Midland Co$400,9580.06%5,516CommonSOLE
958102105WDCWestern Digital Corp$400,3250.06%1,480CommonSOLE
136375102CNICanadian National Railway Co$400,1360.06%3,900CommonSOLE
143658300CCL1EURCarnival Corp$398,4740.06%15,397CommonSOLE
30040W108ESEversource Energy$397,2510.06%5,734CommonSOLE
192446102CTSHCognizant Technology Solutions Corp$393,9280.06%6,421CommonSOLE
13646K108CPCanadian Pacific Railway Ltd$392,2160.06%5,000CommonSOLE
81762P102NOWServiceNow Inc$391,5390.06%3,745CommonSOLE
907818108UNPUNION PACIFIC CORP$389,4050.06%1,605CommonSOLE
670346105NUENuCor Corp$385,2090.06%2,278CommonSOLE
70450Y103PYPLPayPal Holdings Inc$383,6860.06%8,483CommonSOLE
29250N105ENBEnbridge Inc$383,6610.06%7,100CommonSOLE
842587107SOSouthern Co$383,4730.06%3,973CommonSOLE
98419M100XYLXylem Inc/NY$380,2490.06%3,182CommonSOLE
56585A102MPCMarathon Petroleum Corp$379,4550.06%1,554CommonSOLE
291011104EMREmerson Electric Co$376,6820.06%2,875CommonSOLE
14448C104CARRCarrier Global Corp$372,2090.06%6,610CommonSOLE
697435105PANWPalo Alto Networks Inc$370,8200.06%2,313CommonSOLE
833034101SNASnap-on Inc$370,4840.06%1,020CommonSOLE
76131D103QSRRestaurant Brands International Inc$368,8200.06%5,000CommonSOLE
G25508105CRHCRH Plc$367,3940.06%3,495CommonSOLE
446150104HBANHuntington Bancshares Inc/OH$366,7890.06%23,437CommonSOLE
444859102HUMHumana Inc$366,1990.06%2,112CommonSOLE
58155Q103MCKMcKesson Corp$365,1810.06%422CommonSOLE
31488V107FERGFerguson Enterprises Inc$364,5850.06%1,563CommonSOLE
744320102PRUPrudential Financial, Inc$364,0900.06%3,727CommonSOLE
89400J107TRUTransUnion$363,3160.06%5,251CommonSOLE
247361702DALDelta Air Lines Inc$362,8470.06%5,458CommonSOLE
49446R109KIMKimco Realty Corp$361,2950.06%16,079CommonSOLE
857477103STTState Street Corp$359,4300.06%2,840CommonSOLE
N53745100LYBLyondellbasell Industries NV$358,3300.06%4,448CommonSOLE
G7997R103STXSeagate Technology Holdings Plc$357,6760.06%913CommonSOLE
11271J107BNBrookfield Corp$357,4800.06%8,850CommonSOLE
494368103KMBKimberly-Clark Corp$356,7460.06%3,698CommonSOLE
337738108FISVFISERV INC.$355,8360.06%6,377CommonSOLE
086516101BBYBest Buy Co Inc$354,8330.06%5,527CommonSOLE
00766T100ACMAECOM$352,5110.05%4,156CommonSOLE
125269100CFCF Industries Holdings Inc$350,1780.05%2,697CommonSOLE
87165B103SYFSynchrony Financial$349,8940.05%5,144CommonSOLE
12532H104GIBCGI Inc$349,8020.05%4,800CommonSOLE
46266C105IQVIQVIA Holdings Inc$346,8780.05%2,034CommonSOLE
934423104WBDWarner Bros Discovery Inc$340,7510.05%12,409CommonSOLE
72348N109PNFPPinnacle Financial Partners Inc$339,4770.05%3,941CommonSOLE
11133T103BRBroadridge Financial Solutions Inc$339,4200.05%2,089CommonSOLE
09062X103BIIBBiogen Inc$337,3270.05%1,840CommonSOLE
78409V104SPGIS&P Global Inc$336,0180.05%790CommonSOLE
N6596X109NXPINXP Semiconductors Nv$334,4650.05%1,699CommonSOLE
46187W107INVHInvitation Homes Inc$334,3560.05%13,455CommonSOLE
219350105GLWCorning Inc$334,2140.05%2,458CommonSOLE
59156R108METMetLife Inc$331,1810.05%4,683CommonSOLE
82509L107SHOPShopify Inc$331,1770.05%2,800CommonSOLE
806857108SLBSLB Ltd$330,1290.05%6,424CommonSOLE
85472N109STNStantec Inc$327,4650.05%3,800CommonSOLE
237194105DRIDarden Restaurants Inc$325,6220.05%1,661CommonSOLE
701094104PHParker-Hannifin Corp$320,4950.05%358CommonSOLE
G87052109TELTE Connectivity Plc$320,0090.05%1,531CommonSOLE
N20944109CNHCNH Industrial NV$318,1530.05%28,923CommonSOLE
349553107FTSFortis Inc/Canada$316,9950.05%5,700CommonSOLE
681919106OMCOmnicom Group Inc$316,9790.05%4,209CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$314,0300.05%13,189CommonSOLE
911363109URIUnited Rentals Inc$314,0090.05%431CommonSOLE
12008R107BLDRBuilders FirstSource Inc$307,9960.05%3,741CommonSOLE
910047109UALUnited Airlines Holdings Inc$301,6210.05%3,276CommonSOLE
406216101HALHalliburton Co$300,2230.05%7,700CommonSOLE
46120E602ISRGIntuitive Surgical Inc$299,6430.05%650CommonSOLE
24703L202DELLDell Technologies Inc$299,3730.05%1,824CommonSOLE
852234103XYZBlock Inc$299,1540.05%4,971CommonSOLE
G51502105JCIJohnson Controls International PLC$299,0890.05%2,284CommonSOLE
683715106OTEXOpen Text Corp$297,6640.05%13,400CommonSOLE
G0176J109ALLEAllegion PLC$297,2630.05%2,046CommonSOLE
053484101AVBAvalonBay Communities Inc$297,1330.05%1,819CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$293,3760.05%657CommonSOLE
G3223R108EGEverest Group Ltd$293,1840.05%897CommonSOLE
89417E109TRVTravelers Cos Inc$292,8460.05%1,004CommonSOLE
42250P103DOCHealthpeak Properties INC$292,8150.05%17,822CommonSOLE
36168Q104GFLGFL Environmental Inc$291,0790.05%7,000CommonSOLE
34959J108FTVFortive Corp$290,7720.05%5,260CommonSOLE
37045V100GMGENERAL MOTORS CO$290,1770.05%3,895CommonSOLE
45337C102INCYIncyte Corp$290,1710.05%3,083CommonSOLE
075887109BDXBecton Dickinson & Co$289,9320.05%1,844CommonSOLE
871607107SNPSSynopsys Inc$289,4300.05%730CommonSOLE
31620M106FISFidelity National Information Services Inc$287,6990.04%6,133CommonSOLE
74251V102PFGPrincipal Financial Group Inc$284,0260.04%3,152CommonSOLE
026874784AIGAmerican International Group Inc.$282,7140.04%3,757CommonSOLE
260003108DOVDover Corp$282,4490.04%1,355CommonSOLE
278642103EBAYEbay Inc$281,4330.04%3,092CommonSOLE
22052L104CTVACorteva Inc$281,3490.04%3,361CommonSOLE
253393102DKSDick's Sporting Goods Inc$280,7780.04%1,416CommonSOLE
260557103DOWDow Inc$278,0130.04%6,675CommonSOLE
665859104NTRSNorthern Trust Corp$277,8830.04%1,991CommonSOLE
682189105ONON Semiconductor Corp$277,2150.04%4,477CommonSOLE
26614N102DDDuPont de Nemours Inc$277,1810.04%6,052CommonSOLE
16119P108CHTRCharter Communications Inc$276,5420.04%1,281CommonSOLE
892356106TSCOTractor Supply Co$275,5590.04%6,083CommonSOLE
035710839NLYAnnaly Capital Management Inc$271,4170.04%12,833CommonSOLE
655844108NSCNorfolk Southern Corp$269,7800.04%940CommonSOLE
040413205ANETArista Networks Inc$269,0100.04%2,191CommonSOLE
23331A109DHIDr Horton Inc$268,8130.04%1,959CommonSOLE
758849103REGRegency Centers Corp$268,3660.04%3,547CommonSOLE
74935Q107RBARB Global Inc$267,6740.04%2,800CommonSOLE
40412C101HCAHCA Healthcare Inc$267,3800.04%565CommonSOLE
759509102RSReliance Inc$265,0180.04%872CommonSOLE
816851109SRESempra$264,7880.04%2,725CommonSOLE
124765108CAECAE Inc$264,7340.04%10,200CommonSOLE
704326107PAYXPaychex Inc$260,1460.04%2,824CommonSOLE
98980L101ZNGAZoom Communications Inc$259,9000.04%3,233CommonSOLE
21871X109CRBGCorebridge Financial Inc$259,3100.04%10,868CommonSOLE
199908104FIXComfort Systems USA Inc$259,2500.04%188CommonSOLE
G7S00T104PNRPentair PLC$258,9780.04%2,973CommonSOLE
336433107FSLRFirst Solar Inc$257,4240.04%1,305CommonSOLE
754730109RJFRaymond James Financial Inc$256,2780.04%1,770CommonSOLE
756109104ORealty Income Corp$252,1830.04%4,122CommonSOLE
03769M106APOApollo Global Management Inc$250,9170.04%2,252CommonSOLE
74762E102QUREQuanta Services Inc$250,3530.04%456CommonSOLE
217204106CPRTCopart Inc$249,6300.04%7,519CommonSOLE
693506107PPGPPG Industries Inc$248,3890.04%2,324CommonSOLE
863667101SYKStryker Corp$247,0990.04%752CommonSOLE
G8994E103TTTrane Technologies Plc$246,2930.04%591CommonSOLE
540424108LLoews Corp$245,6080.04%2,301CommonSOLE
G0450A105ACGLArch Capital Group Ltd$244,8700.04%2,551CommonSOLE
609207105MDLZMondelez International Inc$243,9900.04%4,233CommonSOLE
668771108GENGen Digital Inc$243,9420.04%12,955CommonSOLE
03027X100AMTAmerican Tower Corp$243,8550.04%1,413CommonSOLE
N00985106AERAerCap Holdings NV$243,7680.04%1,777CommonSOLE
15189T107CNPCenterPoint Energy Inc$243,5510.04%5,643CommonSOLE
171779309CIENCiena Corp$242,6430.04%625CommonSOLE
91307C102UTHRUnited Therapeutics Corp$242,5280.04%409CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corp$241,1630.04%965CommonSOLE
37940X102GPNGlobal Payments Inc$241,0680.04%3,582CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$240,1780.04%2,967CommonSOLE
370334104GISGENERAL MILLS INC$239,5100.04%6,435CommonSOLE
65249B109NWSANews Corp$239,0030.04%9,587CommonSOLE
896239100TRMBTrimble Inc$238,4800.04%3,656CommonSOLE
G3643J108FLUTFlutter Entertainment PLC$237,8490.04%2,333CommonSOLE
962166104WYWeyerhaeuser Co$231,7420.04%9,486CommonSOLE
526057104LENLennar Corp$231,6020.04%2,667CommonSOLE
063671101BMOBank of Montreal$229,5280.04%1,700CommonSOLE
98138H101WDAYWorkday Inc$229,1780.04%1,764CommonSOLE
127097103CTRACoterra Energy Inc$228,8660.04%6,513CommonSOLE
45167R104IEXIdex Corp$228,4070.04%1,205CommonSOLE
74144T108TROWT Rowe Price Group Inc$228,2340.04%2,532CommonSOLE
13321L108CCJCameco Corp$227,6470.04%2,100CommonSOLE
366651107ITGartner Inc$227,3760.04%1,436CommonSOLE
125896100CMSCMS Energy Corp$223,5070.03%2,881CommonSOLE
55024U109LITELumentum Holdings Inc$223,4770.03%318CommonSOLE
G35947202FLNGFlex Ltd$221,7130.03%3,387CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$220,9080.03%8,390CommonSOLE
693475105PNCPNC Financial Services Group Inc$218,4940.03%1,050CommonSOLE
101137107BSXBoston Scientific Corp$218,0560.03%3,475CommonSOLE
679295105OKTAOkta Inc$216,3730.03%2,749CommonSOLE
942622200WSOWatsco Inc$213,5440.03%587CommonSOLE
745867101PHMPulteGroup Inc$212,8740.03%1,810CommonSOLE
416515104HIGHartford Insurance Group Inc$212,7160.03%1,573CommonSOLE
03073E105CORCencora Inc$212,6720.03%677CommonSOLE
59522J103MAAMid-America Apartment Communities Inc$211,5110.03%1,732CommonSOLE
169656105CMGChipotle Mexican Grill Inc$210,3370.03%6,571CommonSOLE
770700102HOODRobinhood Markets Inc$208,4540.03%3,008CommonSOLE
68902V107OTISOtis Worldwide Corp$207,0360.03%2,686CommonSOLE
69370C100PTCPTC Inc$205,7550.03%1,444CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$205,5660.03%4,633CommonSOLE
G0250X107AMCRAmcor Plc$204,7920.03%5,152CommonSOLE
12514G108CDWCDW Corp/DE$204,7650.03%1,692CommonSOLE
35137L105FOXAFox Corp$203,5820.03%3,486CommonSOLE
03076C106AMPAmeriprise Financial Inc$201,7570.03%454CommonSOLE
142339100CSLCarlisle Cos Inc$199,1710.03%597CommonSOLE
90384S303ULTAUlta Beauty Inc$198,1070.03%379CommonSOLE
36266G107GEHCGE HEALTHCARE TECH INC$196,8830.03%2,766CommonSOLE
256677105DGDollar General Corp$194,8350.03%1,641CommonSOLE
372460105GPCGenuine Parts Co$193,9450.03%1,834CommonSOLE
G3730V105FTAIFTAI Aviation Ltd$193,5500.03%790CommonSOLE
30225T102EXRExtra Space Storage Inc$193,1540.03%1,473CommonSOLE
00846U101AAgilent Technologies Inc$193,0820.03%1,694CommonSOLE
74340W103PLDPrologis Inc$191,3960.03%1,448CommonSOLE
778296103ROSTRoss Stores, Inc.$191,0670.03%882CommonSOLE
384802104GWWWW Grainger Inc$190,8910.03%175CommonSOLE
872590104TMUST-Mobile US Inc$189,8670.03%904CommonSOLE
15135B101CNCCentene Corp$189,6620.03%5,793CommonSOLE
879360105TDYTeledyne Technologies Inc$188,7630.03%312CommonSOLE
913903100UHSUniversal Health Services Inc$187,7390.03%1,049CommonSOLE
29084Q100EMEEMCOR Group Inc$186,7920.03%253CommonSOLE
98978V103ZTSZoetis Inc$185,3530.03%1,568CommonSOLE
345370860FFord Motor Co$184,5930.03%15,996CommonSOLE
87241L109TFIITFI International Inc$184,4560.03%1,700CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$184,2750.03%2,038CommonSOLE
83444M101SOLVSolventum Corp$184,2110.03%2,821CommonSOLE
12572Q105CMECme Group Inc$183,4120.03%621CommonSOLE
855244109SBUXStarbucks Corp$183,3900.03%2,047CommonSOLE
315616102FFIVF5 Inc$183,1450.03%633CommonSOLE
517834107LVSLas Vegas Sands Corp$182,9760.03%3,396CommonSOLE
493267108KEYKeyCorp$182,0130.03%9,078CommonSOLE
775109200RCIRogers Communications Inc$180,1820.03%4,700CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$178,7630.03%2,464CommonSOLE
866966104SUNBAshtead Group Plc$178,6460.03%2,851CommonSOLE
504922105LHLaboratory Corp of America Holdings$178,2290.03%668CommonSOLE
31620R303FNFFidelity National Financial Inc$178,0520.03%3,839CommonSOLE
452308109ITWIllinois Tool Works Inc.$177,2570.03%681CommonSOLE
858119100STLDSteel Dynamics Inc$176,5800.03%981CommonSOLE
093712107BEBloom Energy Corp$176,0010.03%1,299CommonSOLE
773121108RKLBRocket Lab USA Inc$174,4210.03%2,716CommonSOLE
29476L107EQREquity Residential$171,9490.03%2,907CommonSOLE
496902404KGCKinross Gold Corp$170,6650.03%5,600CommonSOLE
19247G107COHRCoherent Corp$168,6520.03%708CommonSOLE
146869102CVNACarvana Co$168,5070.03%536CommonSOLE
058498106BALLBall Corp$166,6900.03%2,820CommonSOLE
90138F102TWLOTwilio Inc$165,2010.03%1,313CommonSOLE
86800U302SMCISuper Micro Computer Inc$164,9230.03%7,243CommonSOLE
95040Q104WELLWelltower Inc$164,6920.03%833CommonSOLE
126408103CSXCSX Corp$164,2000.03%4,000CommonSOLE
45866F104ICEIntercontinental Exchange Inc$162,3120.03%1,032CommonSOLE
72352L106PINSPinterest Inc$161,3550.03%8,798CommonSOLE
50212V100LPLALPL Financial Holdings Inc$160,9440.03%535CommonSOLE
189054109CLXClorox Co$158,3460.02%1,528CommonSOLE
55261F104MTBM&T Bank Corp$158,1400.02%765CommonSOLE
440452100HRLHormel Foods Corp$155,1750.02%6,851CommonSOLE
45687V106IRIngersoll Rand Inc$146,5390.02%1,829CommonSOLE
19260Q107COINCoinbase Global Inc$146,1480.02%837CommonSOLE
881624209TEVACorteva Inc$145,4490.02%4,829CommonSOLE
302130109EXPDExpeditors International of Washington Inc$145,2350.02%1,014CommonSOLE
64125C109NBIXNeurocrine Biosciences Inc$142,4100.02%1,081CommonSOLE
29452E101EQHEquitable Holdings Inc$141,8710.02%3,823CommonSOLE
15101Q207CLSCelestica Inc$140,5990.02%500CommonSOLE
574599106MASMasco Corp$139,8770.02%2,317CommonSOLE
466313103JBLJabil Inc$138,9240.02%523CommonSOLE
256746108DLTRDollar Tree Inc$136,5580.02%1,247CommonSOLE
29362U104ENTGEntegris Inc$135,2940.02%1,154CommonSOLE
H2927K103AMRZAmrize Ltd$133,2710.02%2,379CommonSOLE
122017106BURLBurlington Stores Inc$132,7550.02%408CommonSOLE
136069101CMCanadian Imperial Bank of Commerce$132,2620.02%1,400CommonSOLE
550021109LULULululemon Athletica Inc$129,9810.02%849CommonSOLE
052769106ADSKAutodesk Inc$127,1210.02%531CommonSOLE
871829107SYYSysco Corp$126,3960.02%1,772CommonSOLE
460146103IPInternational Paper Co$125,9850.02%3,529CommonSOLE
64110D104NTAPNetApp Inc$125,6320.02%1,227CommonSOLE
654106103NKENike Inc$123,1760.02%2,332CommonSOLE
380237107GDDYGoDaddy Inc$119,7880.02%1,449CommonSOLE
526107107LIILennox International Inc$118,3530.02%255CommonSOLE
26884L109EQTEQT Corp$117,5430.02%1,847CommonSOLE
65473P105NINiSource Inc$113,9430.02%2,442CommonSOLE
74743L100QQnity Electronics Inc$113,1870.02%981CommonSOLE
902252105TYLTyler Technologies Inc$112,3000.02%328CommonSOLE
969904101WSMWilliams-Sonoma Inc$110,4910.02%606CommonSOLE
031100100AMEAMETEK Inc$109,7520.02%512CommonSOLE
05722G100BKRBaker Hughes a GE Co$109,4620.02%1,793CommonSOLE
697900108PAASPan American Silver Corp$109,0620.02%2,000CommonSOLE
674599105OXYOccidental Petroleum Corp$108,8100.02%1,674CommonSOLE
78410G104SBACSBA Communications Corp$108,6010.02%631CommonSOLE
74834L100DGXQuest Diagnostics Inc$107,2010.02%547CommonSOLE
92338C103VLTOVeralto Corp$103,8050.02%1,174CommonSOLE
452327109ILMNIllumina Inc$103,7840.02%842CommonSOLE
14149Y108CAHCardinal Health Inc$101,2170.02%479CommonSOLE
422806109HEIHEICO Corp$100,0830.02%365CommonSOLE
828806109SPGSimon Property Group Inc$99,9800.02%536CommonSOLE
884903808TRI4EURThomson Reuters Corp$98,9700.02%1,100CommonSOLE
216648501COOCooper Cos Inc$98,4550.02%1,377CommonSOLE
21036P108STZConstellation Brands Inc$97,8000.02%652CommonSOLE
34959E109FTNTFortinet Inc$96,9190.02%1,186CommonSOLE
48251W104KKRKKR & Co Inc$96,4770.02%1,043CommonSOLE
443510607HUBBHubbell Inc$96,1850.01%196CommonSOLE
443201108HWMArconic Inc.$95,8710.01%416CommonSOLE
7591EP100RFRegions Financial Corp$95,3640.01%3,651CommonSOLE
009158106APDAir Products & Chemicals Inc$95,2800.01%328CommonSOLE
571903202MARMarriott International Inc$94,8500.01%290CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc$94,6920.01%1,974CommonSOLE
760759100RSGRepublic Services Inc$94,6160.01%432CommonSOLE
N97284108NBISNebius Group NV$94,5250.01%911CommonSOLE
448579102HHyatt Hotels Corp$93,6070.01%651CommonSOLE
22160N109CSGPCoStar Group Inc$93,1450.01%2,309CommonSOLE
249906108DSGXDescartes Systems Group Inc$92,8190.01%1,300CommonSOLE
62944T105NVRNVR Inc$92,2570.01%14CommonSOLE
25809K105DASHDoorDash Inc$91,4410.01%609CommonSOLE
749685103RPMRPM International Inc$90,9510.01%915CommonSOLE
56501R106MFCManulife Financial Corp$89,2790.01%2,600CommonSOLE
595017104MCHPMicrochip Technology Inc$88,7740.01%1,374CommonSOLE
171340102CHDChurch & Dwight Co Inc$84,4540.01%905CommonSOLE
02156V109OKLOOklo Inc$83,2610.01%1,679CommonSOLE
878742204TECKTeck Resources Ltd$82,6640.01%1,600CommonSOLE
866796105SLFSun Life Financial Inc$81,1840.01%1,300CommonSOLE
88339J105TTDTrade Desk Inc$79,2780.01%3,494CommonSOLE
05534B760BCEBce Inc$77,9700.01%3,100CommonSOLE
00217D100ASTSAST SpaceMobile Inc$75,9910.01%917CommonSOLE
04626A103ALABAstera Labs Inc$75,0760.01%685CommonSOLE
443573100HUBSHubSpot Inc$74,2060.01%304CommonSOLE
G25457105CRDOCredo Technology Group Holding Ltd$73,9690.01%788CommonSOLE
58733R102MELIMercadolibre Inc$72,6180.01%42CommonSOLE
655663102NDSNNordson Corp$71,0380.01%267CommonSOLE
049560105ATOAtmos Energy Corp$69,8240.01%378CommonSOLE
278768106SATSEchoStar Corp$69,7730.01%596CommonSOLE
436440101HO1Hologic Inc$68,7110.01%909CommonSOLE
21873S108CRWVCoreWeave Inc$67,3980.01%870CommonSOLE
92936U109WPCWP Carey Inc$66,2610.01%975CommonSOLE
00827B106AFRMAffirm Hodings Inc$66,0720.01%1,442CommonSOLE
009066101ABNBAirbnb Inc$64,0230.01%507CommonSOLE
92276F100VTRVentas Inc$61,5800.01%753CommonSOLE
773903109ROKRockwell Automation Inc$60,6500.01%169CommonSOLE
053611109AVYAvery Dennison Corp$60,4380.01%350CommonSOLE
92537N108VRTVertiv Holdings Co$59,6380.01%238CommonSOLE
Q4982L109IRENIREN Ltd$58,8240.01%1,716CommonSOLE
83304A106SNAPSnap Inc$58,8150.01%12,786CommonSOLE
76155X100RVMDRevolution Medicines Inc$58,3500.01%600CommonSOLE
531229755FWONKLiberty Media Corp-Liberty Formula One$58,3230.01%686CommonSOLE
14316J108CGCarlyle Group Inc$58,0190.01%1,199CommonSOLE
G3265R107APTVAptiv PLC$54,4400.01%784CommonSOLE
866674104SUISun Communities Inc$49,1240.01%390CommonSOLE
824348106SHWSherwin-Williams Co$47,7610.01%149CommonSOLE
21037T109CEGConstellation Energy Corp$47,4720.01%170CommonSOLE
174610105CFGCitizens Financial Group Inc$46,7760.01%780CommonSOLE
001055102AFLAflac Inc$46,0780.01%420CommonSOLE
09260D107BXBlackstone Inc$44,7310.01%389CommonSOLE
559222401MGAMagna International Inc$44,5360.01%800CommonSOLE
03831W108APPApplovin Corp$43,7800.01%110CommonSOLE
49338L103KEYSKeysight Technologies Inc$43,7670.01%155CommonSOLE
695156109PKGPackaging Corp of America$41,1700.01%194CommonSOLE
294429105EFXEquifax Inc$40,6950.01%226CommonSOLE
76954A103RIVNRivian Automotive Inc$39,4910.01%2,624CommonSOLE
969457100WMBWilliams Cos Inc$38,4270.01%528CommonSOLE
M22465104CHKPCheck Point Software Technologies Ltd$35,9980.01%252CommonSOLE
35137L204FOXFox Corp$35,4700.01%668CommonSOLE
127387108CDNSCadence Design Systems Inc$33,9000.01%122CommonSOLE
963320106WHRWhirlpool Corp$00CommonSOLE

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.