MondegarAI
Metis Global Partners, LLC

Q2 2025 · 13F-HR

Metis Global Partners, LLCholdings as filed

Filed 2025-08-06 · accession 0001941040-25-000437

$3.88B
Reported value
768
Positions
2025-06-30
Period end
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The Brief · Metis Global Partners, LLC · Q2 2025

AI · grounded in 13F

Metis Global Partners, LLC established a new position in NVDA valued at $231.1M. The fund also initiated new stakes in MSFT for $211.9M and AAPL for $177.7M. Other new additions include SGOL at $169.5M and BCI at $164.6M. Total assets under management stand at $3.88B across 768 positions.

Holdings as filed

First 500 of 768

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$231.1M5.96%1,462,935CommonSOLE
594918104MSFTMICROSOFT CORP$211.9M5.47%425,967CommonSOLE
037833100AAPLAPPLE INC$177.7M4.58%866,093CommonSOLE
00326A104SGOLETFS GOLD TR$169.5M4.37%5,373,804CommonSOLE
003261104BCIABRDN ETFS$164.6M4.25%7,925,004CommonSOLE
46138E461PBUSINVESCO EXCH TRADED FD TR II$133.7M3.45%2,150,484CommonSOLE
023135106AMZNAMAZON COM INC$119.0M3.07%542,530CommonSOLE
30303M102METAMETA PLATFORMS INC$92.1M2.38%124,837CommonSOLE
11135F101AVGOBROADCOM INC$72.4M1.87%262,726CommonSOLE
88160R101TSLATESLA INC$59.7M1.54%187,843CommonSOLE
02079K107GOOGALPHABET INC$58.5M1.51%329,948CommonSOLE
02079K305GOOGLALPHABET INC$48.5M1.25%275,325CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$46.2M1.19%159,387CommonSOLE
532457108LLYELI LILLY & CO$42.4M1.09%54,401CommonSOLE
92826C839VVISA INC$40.7M1.05%114,522CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$38.2M0.99%78,695CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$34.1M0.88%60,637CommonSOLE
64110L106NFLXNETFLIX INC$33.4M0.86%24,934CommonSOLE
30231G102XOMEXXON MOBIL CORP$28.1M0.73%261,109CommonSOLE
29444U700EQIXEQUINIX INC$25.0M0.64%31,412CommonSOLE
74340W103PLDPROLOGIS INC.$23.1M0.59%219,395CommonSOLE
437076102HDHOME DEPOT INC$21.9M0.57%59,782CommonSOLE
478160104JNJJOHNSON & JOHNSON$21.9M0.57%143,389CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$21.7M0.56%21,969CommonSOLE
68389X105ORCLORACLE CORP$21.6M0.56%98,657CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$21.1M0.54%71,591CommonSOLE
253868103DLRDIGITAL RLTY TR INC$21.0M0.54%120,579CommonSOLE
95040Q104WELLWELLTOWER INC$20.6M0.53%133,964CommonSOLE
931142103WMTWALMART INC$20.6M0.53%210,615CommonSOLE
742718109PGPROCTER AND GAMBLE CO$19.1M0.49%120,049CommonSOLE
00287Y109ABBVABBVIE INC$18.9M0.49%102,013CommonSOLE
79466L302CRMSALESFORCE INC$16.1M0.41%58,874CommonSOLE
060505104BACBANK AMERICA CORP$16.1M0.41%339,252CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$15.9M0.41%51,040CommonSOLE
17275R102CSCOCISCO SYS INC$15.7M0.41%226,988CommonSOLE
81762P102NOWSERVICENOW INC$15.6M0.40%15,148CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$14.5M0.37%102,044CommonSOLE
461202103INTUINTUIT$14.5M0.37%18,359CommonSOLE
580135101MCDMCDONALDS CORP$14.4M0.37%49,279CommonSOLE
191216100KOCOCA COLA CO$14.4M0.37%203,242CommonSOLE
65339F101NEENEXTERA ENERGY INC$14.4M0.37%206,966CommonSOLE
166764100CVXCHEVRON CORP NEW$14.2M0.37%99,216CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$14.2M0.37%103,802CommonSOLE
369604301GEGE AEROSPACE$13.5M0.35%52,304CommonSOLE
949746101WMT2WELLS FARGO CO NEW$13.4M0.34%166,738CommonSOLE
882508104TXNTEXAS INSTRS INC$12.6M0.32%60,622CommonSOLE
58933Y105MRKMERCK & CO INC$12.0M0.31%151,621CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$11.3M0.29%37,782CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11.3M0.29%20,729CommonSOLE
78409V104SPGIS&P GLOBAL INC$11.1M0.29%21,063CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$11.0M0.28%15,558CommonSOLE
254687106DISDISNEY WALT CO$10.9M0.28%87,648CommonSOLE
G54950103LINLINDE PLC$10.9M0.28%23,128CommonSOLE
002824100ABTABBOTT LABS$10.6M0.27%78,054CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$10.5M0.27%65,321CommonSOLE
756109104OREALTY INCOME CORP$10.5M0.27%182,204CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$10.5M0.27%30,513CommonSOLE
29250N105ENBENBRIDGE INC$10.3M0.27%227,846CommonSOLE
00724F101ADBEADOBE INC$10.3M0.27%26,576CommonSOLE
025816109AXPAMERICAN EXPRESS CO$10.1M0.26%31,520CommonSOLE
00206R102TAT&T INC$10.0M0.26%346,178CommonSOLE
718172109PMPHILIP MORRIS INTL INC$10.0M0.26%54,711CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.9M0.25%30,533CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$9.3M0.24%31,857CommonSOLE
969457100WMBWILLIAMS COS INC$9.3M0.24%148,721CommonSOLE
67077M108NTRNUTRIEN LTD$9.3M0.24%160,157CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$9.3M0.24%215,100CommonSOLE
149123101CATCATERPILLAR INC$9.2M0.24%23,774CommonSOLE
842587107SOSOUTHERN CO$9.1M0.23%99,130CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$9.0M0.23%96,054CommonSOLE
75513E101RTXRTX CORPORATION$8.9M0.23%60,774CommonSOLE
713448108PEPPEPSICO INC$8.8M0.23%66,357CommonSOLE
780087102RYROYAL BK CDA$8.8M0.23%66,474CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$8.5M0.22%93,336CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.5M0.22%1,463CommonSOLE
032654105ADIANALOG DEVICES INC$8.4M0.22%35,202CommonSOLE
743315103PGRPROGRESSIVE CORP$8.4M0.22%31,302CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$8.3M0.21%70,112CommonSOLE
617446448MSMORGAN STANLEY$7.9M0.20%55,965CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$7.9M0.20%101,785CommonSOLE
682680103OKEONEOK INC NEW$7.8M0.20%95,272CommonSOLE
651639106NEMNEWMONT CORP$7.6M0.20%130,606CommonSOLE
031162100AMGNAMGEN INC$7.6M0.20%27,096CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$7.5M0.19%36,980CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$7.5M0.19%63,085CommonSOLE
747525103QCOMQUALCOMM INC$7.3M0.19%45,886CommonSOLE
235851102DHRDANAHER CORPORATION$7.3M0.19%36,790CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.2M0.18%17,652CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$7.1M0.18%163,854CommonSOLE
400506101PACGRUPO AEROPUERTO DEL PACIFIC$7.1M0.18%30,892CommonSOLE
172967424CCITIGROUP INC$7.1M0.18%83,203CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$7.1M0.18%65,916CommonSOLE
038222105AMATAPPLIED MATLS INC$7.0M0.18%38,486CommonSOLE
615369105MCOMOODYS CORP$7.0M0.18%13,901CommonSOLE
438516106HONHONEYWELL INTL INC$7.0M0.18%29,850CommonSOLE
05464C101AXONAXON ENTERPRISE INC$6.9M0.18%8,288CommonSOLE
717081103PFEPFIZER INC$6.8M0.18%281,476CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$6.8M0.18%22,028CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.8M0.18%61,267CommonSOLE
98419M100XYLXYLEM INC$6.7M0.17%52,161CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$6.7M0.17%30,687CommonSOLE
22052L104CTVACORTEVA INC$6.6M0.17%89,086CommonSOLE
09290D101BLKBLACKROCK INC$6.6M0.17%6,310CommonSOLE
36828A101GEVGE VERNOVA INC$6.3M0.16%11,973CommonSOLE
907818108UNPUNION PAC CORP$6.3M0.16%27,524CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$6.3M0.16%34,487CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$6.3M0.16%42,805CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$6.3M0.16%14,118CommonSOLE
82509L107SHOPSHOPIFY INC$6.3M0.16%54,458CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$6.3M0.16%69,544CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.2M0.16%30,100CommonSOLE
20825C104COPCONOCOPHILLIPS$6.1M0.16%68,430CommonSOLE
891160509TDTORONTO DOMINION BK ONT$6.1M0.16%82,841CommonSOLE
98978V103ZTSZOETIS INC$6.0M0.16%38,748CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.0M0.16%27,326CommonSOLE
482480100KLACKLA CORP$6.0M0.15%6,664CommonSOLE
92840M102VSTVISTRA CORP$6.0M0.15%30,723CommonSOLE
595112103MUMICRON TECHNOLOGY INC$5.8M0.15%47,454CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$5.8M0.15%27,264CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5.8M0.15%196,811CommonSOLE
92276F100VTRVENTAS INC$5.7M0.15%90,894CommonSOLE
244199105DEDEERE & CO$5.7M0.15%11,230CommonSOLE
G29183103ETNEATON CORP PLC$5.7M0.15%15,964CommonSOLE
863667101SYKSTRYKER CORPORATION$5.7M0.15%14,389CommonSOLE
20030N101CMCSACOMCAST CORP NEW$5.7M0.15%158,646CommonSOLE
548661107LOWLOWES COS INC$5.7M0.15%25,472CommonSOLE
097023105BABOEING CO$5.6M0.15%26,965CommonSOLE
872540109TJXTJX COS INC NEW$5.6M0.14%45,016CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.5M0.14%56,923CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.5M0.14%22,682CommonSOLE
H1467J104CBCHUBB LIMITED$5.5M0.14%19,038CommonSOLE
855244109SBUXSTARBUCKS CORP$5.5M0.14%60,010CommonSOLE
12572Q105CMECME GROUP INC$5.4M0.14%19,767CommonSOLE
297178105ESSESSEX PPTY TR INC$5.4M0.14%18,991CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$5.4M0.14%115,606CommonSOLE
87807B107TRPTC ENERGY CORP$5.2M0.13%106,908CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.1M0.13%10,033CommonSOLE
25746U109DDOMINION ENERGY INC$5.1M0.13%89,840CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$5.0M0.13%11,952CommonSOLE
29476L107EQREQUITY RESIDENTIAL$5.0M0.13%74,454CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$5.0M0.13%35,986CommonSOLE
040413205ANETARISTA NETWORKS INC$5.0M0.13%48,924CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.0M0.13%48,191CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$4.9M0.13%58,748CommonSOLE
87612G101TRGPTARGA RES CORP$4.8M0.12%27,644CommonSOLE
136385101CNQCANADIAN NAT RES LTD$4.8M0.12%153,040CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.8M0.12%10,983CommonSOLE
30161N101EXCEXELON CORP$4.8M0.12%110,628CommonSOLE
816851109SRESEMPRA$4.8M0.12%62,805CommonSOLE
09260D107BXBLACKSTONE INC$4.7M0.12%31,607CommonSOLE
052769106ADSKAUTODESK INC$4.6M0.12%14,862CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$4.6M0.12%50,171CommonSOLE
001055102AFLAFLAC INC$4.5M0.12%42,732CommonSOLE
337738108FISVFISERV INC$4.4M0.11%25,680CommonSOLE
871607107SNPSSYNOPSYS INC$4.4M0.11%8,565CommonSOLE
458140100INTCINTEL CORP$4.3M0.11%193,205CommonSOLE
872590104TMUST-MOBILE US INC$4.3M0.11%17,938CommonSOLE
032095101APHAMPHENOL CORP NEW$4.3M0.11%43,225CommonSOLE
48251W104KKRKKR & CO INC$4.3M0.11%32,013CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$4.2M0.11%13,203CommonSOLE
88579Y101MMM3M CO$4.2M0.11%27,612CommonSOLE
036752103ELVELEVANCE HEALTH INC$4.2M0.11%10,736CommonSOLE
281020107EIXEDISON INTL$4.2M0.11%80,649CommonSOLE
58155Q103MCKMCKESSON CORP$4.1M0.10%5,542CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.0M0.10%45,974CommonSOLE
125523100CITHE CIGNA GROUP$4.0M0.10%12,044CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$4.0M0.10%12,436CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$4.0M0.10%226,429CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.9M0.10%5,535CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$3.8M0.10%395,530CommonSOLE
278865100ECLECOLAB INC$3.8M0.10%14,139CommonSOLE
G0403H108AONAON PLC$3.8M0.10%10,634CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.8M0.10%67,438CommonSOLE
58733R102MELIMERCADOLIBRE INC$3.8M0.10%1,448CommonSOLE
46187W107INVHINVITATION HOMES INC$3.8M0.10%115,076CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$3.8M0.10%53,114CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.8M0.10%20,154CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.8M0.10%12,174CommonSOLE
670346105NUENUCOR CORP$3.7M0.09%28,399CommonSOLE
06849F108BBARRICK MNG CORP$3.7M0.09%176,361CommonSOLE
336433107FSLRFIRST SOLAR INC$3.7M0.09%22,169CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.7M0.09%49,355CommonSOLE
25809K105DASHDOORDASH INC$3.6M0.09%14,753CommonSOLE
H42097107UBSUBS GROUP AG$3.6M0.09%106,313CommonSOLE
031100100AMEAMETEK INC$3.6M0.09%19,869CommonSOLE
172908105CTASCINTAS CORP$3.6M0.09%16,101CommonSOLE
101121101BXPBXP INC$3.6M0.09%52,941CommonSOLE
26875P101EOGEOG RES INC$3.6M0.09%29,830CommonSOLE
126650100CVSCVS HEALTH CORP$3.5M0.09%51,351CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$3.5M0.09%10,626CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$3.5M0.09%66,748CommonSOLE
609207105MDLZMONDELEZ INTL INC$3.5M0.09%52,202CommonSOLE
98389B100XELXCEL ENERGY INC$3.5M0.09%51,568CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$3.5M0.09%23,595CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.5M0.09%15,170CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.5M0.09%7,450CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$3.4M0.09%90,552CommonSOLE
34959E109FTNTFORTINET INC$3.4M0.09%31,898CommonSOLE
806857108SLBSCHLUMBERGER LTD$3.4M0.09%99,493CommonSOLE
460146103IPINTERNATIONAL PAPER CO$3.4M0.09%71,614CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$3.3M0.09%10,637CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$3.3M0.09%25,992CommonSOLE
11271J107BNBROOKFIELD CORP$3.3M0.08%53,126CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$3.3M0.08%85,734CommonSOLE
29364G103ETRENTERGY CORP NEW$3.3M0.08%39,237CommonSOLE
718546104PSXPHILLIPS 66$3.3M0.08%27,336CommonSOLE
443201108HWMHOWMET AEROSPACE INC$3.2M0.08%17,337CommonSOLE
351858105FNVFRANCO NEV CORP$3.2M0.08%19,589CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$3.2M0.08%9,149CommonSOLE
209115104EDCONSOLIDATED EDISON INC$3.2M0.08%31,801CommonSOLE
631103108NDAQNASDAQ INC$3.2M0.08%35,604CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$3.2M0.08%35,016CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.2M0.08%29,865CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.1M0.08%6,291CommonSOLE
902973304USBUS BANCORP DEL$3.1M0.08%69,511CommonSOLE
45168D104IDXXIDEXX LABS INC$3.1M0.08%5,756CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$3.1M0.08%55,460CommonSOLE
063671101BMOBANK MONTREAL QUE$3.1M0.08%27,667CommonSOLE
59156R108METMETLIFE INC$3.1M0.08%37,936CommonSOLE
893641100TDGTRANSDIGM GROUP INC$3.0M0.08%2,003CommonSOLE
009066101ABNBAIRBNB INC$3.0M0.08%22,975CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$3.0M0.08%41,506CommonSOLE
654106103NKENIKE INC$3.0M0.08%42,350CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3.0M0.08%21,113CommonSOLE
92939U106WECWEC ENERGY GROUP INC$3.0M0.08%28,721CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$3.0M0.08%32,788CommonSOLE
91913Y100VLOVALERO ENERGY CORP$3.0M0.08%22,105CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$3.0M0.08%11,085CommonSOLE
46434G103IEMGISHARES INC$2.9M0.08%48,590CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$2.9M0.07%10,858CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$2.9M0.07%5,497CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.9M0.07%3,760CommonSOLE
02209S103MOALTRIA GROUP INC$2.9M0.07%49,023CommonSOLE
49446R109KIMKIMCO RLTY CORP$2.9M0.07%136,425CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$2.8M0.07%5,027CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.8M0.07%4,599CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$2.8M0.07%12,895CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.8M0.07%7,322CommonSOLE
56585A102MPCMARATHON PETE CORP$2.8M0.07%16,777CommonSOLE
69331C108PCGPG&E CORP$2.8M0.07%198,162CommonSOLE
744320102PRUPRUDENTIAL FINL INC$2.8M0.07%25,607CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$2.7M0.07%26,050CommonSOLE
91912E105VALEVALE S A$2.7M0.07%281,144CommonSOLE
866674104SUISUN CMNTYS INC$2.7M0.07%21,426CommonSOLE
311900104FASTFASTENAL CO$2.7M0.07%64,444CommonSOLE
231021106CMICUMMINS INC$2.7M0.07%8,251CommonSOLE
384802104GWWGRAINGER W W INC$2.7M0.07%2,594CommonSOLE
291011104EMREMERSON ELEC CO$2.7M0.07%20,132CommonSOLE
98138H101WDAYWORKDAY INC$2.7M0.07%11,113CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.7M0.07%26,311CommonSOLE
22822V101CCICROWN CASTLE INC$2.7M0.07%25,832CommonSOLE
704326107PAYXPAYCHEX INC$2.7M0.07%18,237CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$2.7M0.07%33,359CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$2.6M0.07%60,661CommonSOLE
126408103CSXCSX CORP$2.6M0.07%79,991CommonSOLE
56501R106MFCMANULIFE FINL CORP$2.6M0.07%80,997CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$2.6M0.07%35,220CommonSOLE
03073E105CORCENCORA INC$2.6M0.07%8,547CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$2.6M0.07%2,178CommonSOLE
G0250X107AMCRAMCOR PLC$2.6M0.07%278,392CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.5M0.07%8,725CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$2.5M0.07%38,183CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2.5M0.07%15,115CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$2.5M0.07%32,437CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$2.5M0.06%27,644CommonSOLE
902653104UDRUDR INC$2.5M0.06%60,897CommonSOLE
92338C103VLTOVERALTO CORP$2.5M0.06%24,590CommonSOLE
217204106CPRTCOPART INC$2.5M0.06%50,213CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2.4M0.06%67,880CommonSOLE
N3168P101FERFERROVIAL SE$2.4M0.06%45,863CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.4M0.06%56,631CommonSOLE
92936U109WPCWP CAREY INC$2.4M0.06%38,932CommonSOLE
133131102CPTCAMDEN PPTY TR$2.4M0.06%21,525CommonSOLE
020002101ALLALLSTATE CORP$2.4M0.06%12,025CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.4M0.06%9,685CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.4M0.06%4,482CommonSOLE
758849103REGREGENCY CTRS CORP$2.4M0.06%33,027CommonSOLE
911363109URIUNITED RENTALS INC$2.3M0.06%3,035CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$2.3M0.06%60,842CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$2.3M0.06%11,313CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.3M0.06%88,366CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.3M0.06%36,237CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$2.3M0.06%7,274CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$2.3M0.06%23,505CommonSOLE
571903202MARMARRIOTT INTL INC NEW$2.3M0.06%8,246CommonSOLE
370334104GISGENERAL MLS INC$2.2M0.06%43,352CommonSOLE
03662Q105AKXANSYS INC$2.2M0.06%6,390CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.2M0.06%7,942CommonSOLE
136375102CNICANADIAN NATL RY CO$2.2M0.06%21,365CommonSOLE
053332102AZOAUTOZONE INC$2.2M0.06%599CommonSOLE
H2906T109GRMNGARMIN LTD$2.2M0.06%10,524CommonSOLE
86959K105SUZSUZANO S A$2.2M0.06%232,174CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$2.2M0.06%8,672CommonSOLE
988498101YUMYUM BRANDS INC$2.2M0.06%14,642CommonSOLE
693718108PCARPACCAR INC$2.2M0.06%22,778CommonSOLE
42809H107HESHESS CORP$2.1M0.05%15,131CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$2.1M0.05%33,868CommonSOLE
87612E106TGTTARGET CORP$2.1M0.05%21,115CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$2.1M0.05%8,081CommonSOLE
878742204TECKTECK RESOURCES LTD$2.1M0.05%50,839CommonSOLE
N3167Y103RACEFERRARI N V$2.1M0.05%4,188CommonSOLE
695156109PKGPACKAGING CORP AMER$2.0M0.05%10,866CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$2.0M0.05%8,771CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$2.0M0.05%56,659CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2.0M0.05%8,412CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$2.0M0.05%6,657CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2.0M0.05%148,213CommonSOLE
12504L109CBRECBRE GROUP INC$2.0M0.05%14,446CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$2.0M0.05%131,557CommonSOLE
74762E102QUREQUANTA SVCS INC$2.0M0.05%5,289CommonSOLE
34959J108FTVFORTIVE CORP$2.0M0.05%38,293CommonSOLE
501044101KRKROGER CO$2.0M0.05%27,642CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$2.0M0.05%24,327CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$2.0M0.05%8,147CommonSOLE
464288257ACWIISHARES TR$2.0M0.05%15,282CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$2.0M0.05%59,331CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$2.0M0.05%16,600CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.9M0.05%15,208CommonSOLE
G25508105CRHCRH PLC$1.9M0.05%21,185CommonSOLE
303250104FICOFAIR ISAAC CORP$1.9M0.05%1,063CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.9M0.05%26,647CommonSOLE
125269100CFCF INDS HLDGS INC$1.9M0.05%20,839CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.9M0.05%14,750CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.9M0.05%4,699CommonSOLE
115236101BROBROWN & BROWN INC$1.9M0.05%17,057CommonSOLE
941848103WATWATERS CORP$1.9M0.05%5,357CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$1.9M0.05%25,472CommonSOLE
49177J102KVUEKENVUE INC$1.9M0.05%88,721CommonSOLE
315616102FFIVF5 INC$1.8M0.05%6,260CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.8M0.05%7,441CommonSOLE
285512109EAELECTRONIC ARTS INC$1.8M0.05%11,423CommonSOLE
31428X106FDXFEDEX CORP$1.8M0.05%7,989CommonSOLE
65473P105NINISOURCE INC$1.8M0.05%44,835CommonSOLE
13321L108CCJCAMECO CORP$1.8M0.05%24,354CommonSOLE
H11356104BGBUNGE GLOBAL SA$1.8M0.05%22,476CommonSOLE
G87052109TELTE CONNECTIVITY PLC$1.8M0.05%10,661CommonSOLE
G8473T100STESTERIS PLC$1.8M0.05%7,439CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$1.8M0.05%20,769CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.8M0.05%10,269CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$1.8M0.05%47,948CommonSOLE
761152107RMDRESMED INC$1.8M0.05%6,797CommonSOLE
H01301128ALCALCON AG$1.7M0.04%19,573CommonSOLE
487836108KKELLANOVA$1.7M0.04%21,586CommonSOLE
053611109AVYAVERY DENNISON CORP$1.7M0.04%9,766CommonSOLE
37045V100GMGENERAL MTRS CO$1.7M0.04%34,597CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.7M0.04%10,471CommonSOLE
M53213100ICLICL GROUP LTD$1.7M0.04%247,005CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$1.7M0.04%31,827CommonSOLE
D18190898DBDEUTSCHE BANK A G$1.7M0.04%56,598CommonSOLE
896239100TRMBTRIMBLE INC$1.7M0.04%21,838CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.7M0.04%10,504CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$1.6M0.04%4,026CommonSOLE
278642103EBAYEBAY INC.$1.6M0.04%21,941CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$1.6M0.04%2,227CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.6M0.04%7,420CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.6M0.04%11,160CommonSOLE
229663109CUBECUBESMART$1.6M0.04%37,760CommonSOLE
693506107PPGPPG INDS INC$1.6M0.04%14,107CommonSOLE
252131107DXCMDEXCOM INC$1.6M0.04%18,374CommonSOLE
55354G100MSCIMSCI INC$1.6M0.04%2,778CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$1.6M0.04%2,907CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$1.6M0.04%10,301CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.6M0.04%37,580CommonSOLE
294429105EFXEQUIFAX INC$1.6M0.04%6,027CommonSOLE
833445109SNOWSNOWFLAKE INC$1.5M0.04%6,878CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1.5M0.04%9,337CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.5M0.04%6,426CommonSOLE
38059T106GFIGOLD FIELDS LTD$1.5M0.04%64,422CommonSOLE
345370860FFORD MTR CO$1.5M0.04%139,827CommonSOLE
857477103STTSTATE STR CORP$1.5M0.04%14,266CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$1.5M0.04%4,637CommonSOLE
778296103ROSTROSS STORES INC$1.5M0.04%11,784CommonSOLE
03831W108APPAPPLOVIN CORP$1.5M0.04%4,235CommonSOLE
219350105GLWCORNING INC$1.5M0.04%28,054CommonSOLE
46284V101IRMIRON MTN INC DEL$1.5M0.04%14,323CommonSOLE
366651107ITGARTNER INC$1.5M0.04%3,608CommonSOLE
570535104MKLMARKEL GROUP INC$1.5M0.04%730CommonSOLE
922475108VEEVVEEVA SYS INC$1.5M0.04%5,051CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$1.5M0.04%5,080CommonSOLE
277276101EGPEASTGROUP PPTYS INC$1.5M0.04%8,685CommonSOLE
500754106KHCKRAFT HEINZ CO$1.4M0.04%56,002CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.4M0.04%70,481CommonSOLE
55261F104MTBM & T BK CORP$1.4M0.04%7,366CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.4M0.04%9,554CommonSOLE
444859102HUMHUMANA INC$1.4M0.04%5,796CommonSOLE
759509102RSRELIANCE INC$1.4M0.04%4,500CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.4M0.04%122,871CommonSOLE
406216101HALHALLIBURTON CO$1.4M0.04%68,995CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$1.4M0.04%14,176CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$1.4M0.04%14,725CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$1.4M0.04%10,144CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$1.4M0.04%39,104CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.4M0.04%17,679CommonSOLE
770700102HOODROBINHOOD MKTS INC$1.4M0.04%14,679CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.4M0.04%20,402CommonSOLE
303075105FDSFACTSET RESH SYS INC$1.4M0.04%3,040CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$1.4M0.04%5,779CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.4M0.03%19,212CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.3M0.03%10,999CommonSOLE
637417106NNNNNN REIT INC$1.3M0.03%31,121CommonSOLE
665859104NTRSNORTHERN TR CORP$1.3M0.03%10,580CommonSOLE
G7S00T104PNRPENTAIR PLC$1.3M0.03%13,023CommonSOLE
64110D104NTAPNETAPP INC$1.3M0.03%12,525CommonSOLE
45687V106IRINGERSOLL RAND INC$1.3M0.03%16,016CommonSOLE
008492100ADCAGREE RLTY CORP$1.3M0.03%18,183CommonSOLE
871829107SYYSYSCO CORP$1.3M0.03%17,495CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$1.3M0.03%50,676CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1.3M0.03%11,458CommonSOLE
380237107GDDYGODADDY INC$1.3M0.03%7,223CommonSOLE
15135B101CNCCENTENE CORP DEL$1.3M0.03%23,940CommonSOLE
45167R104IEXIDEX CORP$1.3M0.03%7,387CommonSOLE
15135U109CVECENOVUS ENERGY INC$1.3M0.03%95,269CommonSOLE
23331A109DHID R HORTON INC$1.3M0.03%10,037CommonSOLE
929740108WABWABTEC$1.3M0.03%6,113CommonSOLE
958102105WDCWESTERN DIGITAL CORP$1.3M0.03%19,992CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$1.3M0.03%76,230CommonSOLE
61945C103MOSMOSAIC CO NEW$1.3M0.03%34,841CommonSOLE
247361702DALDELTA AIR LINES INC DEL$1.2M0.03%25,401CommonSOLE
125896100CMSCMS ENERGY CORP$1.2M0.03%18,017CommonSOLE
084423102WRBBERKLEY W R CORP$1.2M0.03%16,805CommonSOLE
929160109VMCVULCAN MATLS CO$1.2M0.03%4,719CommonSOLE
925652109VICIVICI PPTYS INC$1.2M0.03%37,702CommonSOLE
26884L109EQTEQT CORP$1.2M0.03%20,973CommonSOLE
30040W108ESEVERSOURCE ENERGY$1.2M0.03%19,184CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.2M0.03%15,138CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.2M0.03%16,419CommonSOLE
45784P101PODDINSULET CORP$1.2M0.03%3,842CommonSOLE
18915M107NETCLOUDFLARE INC$1.2M0.03%6,139CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.2M0.03%22,838CommonSOLE
443510607HUBBHUBBELL INC$1.2M0.03%2,907CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.2M0.03%4,521CommonSOLE
745867101PHMPULTE GROUP INC$1.2M0.03%11,042CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.2M0.03%6,439CommonSOLE
12532H104GIBCGI INC$1.2M0.03%10,959CommonSOLE
40434L105HPQHP INC$1.1M0.03%46,970CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$1.1M0.03%91,717CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.1M0.03%5,265CommonSOLE
629377508NRGNRG ENERGY INC$1.1M0.03%7,114CommonSOLE
69370C100PTCPTC INC$1.1M0.03%6,524CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.1M0.03%11,641CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$1.1M0.03%1,894CommonSOLE
85254J102STAGSTAG INDL INC$1.1M0.03%30,890CommonSOLE
90384S303ULTAULTA BEAUTY INC$1.1M0.03%2,391CommonSOLE
775711104ROLROLLINS INC$1.1M0.03%19,798CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$1.1M0.03%34,995CommonSOLE
92343E102VRSNVERISIGN INC$1.1M0.03%3,829CommonSOLE
579780206MKCMCCORMICK & CO INC$1.1M0.03%14,549CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$1.1M0.03%6,967CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.1M0.03%13,816CommonSOLE
969904101WSMWILLIAMS SONOMA INC$1.1M0.03%6,695CommonSOLE
929042109VNOVORNADO RLTY TR$1.1M0.03%27,642CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$1.1M0.03%21,913CommonSOLE
143658300CCL1EURCARNIVAL CORP$1.1M0.03%37,426CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$1.0M0.03%32,689CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.0M0.03%14,082CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.0M0.03%40,609CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.0M0.03%14,950CommonSOLE
526107107LIILENNOX INTL INC$1.0M0.03%1,788CommonSOLE
46435G425ESGUISHARES TR$1.0M0.03%7,542CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.0M0.03%11,142CommonSOLE
260557103DOWDOW INC$1.0M0.03%38,251CommonSOLE
85472N109STNSTANTEC INC$1.0M0.03%9,304CommonSOLE
189054109CLXCLOROX CO DEL$1.0M0.03%8,424CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.0M0.03%6,178CommonSOLE
316773100FITBFIFTH THIRD BANCORP$984,3230.03%23,932CommonSOLE
233331107DTEDTE ENERGY CO$981,6600.03%7,411CommonSOLE
81141R100SESEA LTD$981,0720.03%6,134CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$979,6940.03%9,929CommonSOLE
46982L108JJACOBS SOLUTIONS INC$972,8620.03%7,401CommonSOLE
14174T107CTRECARETRUST REIT INC$970,5710.03%31,718CommonSOLE
398182303AHRAMERICAN HEALTHCARE REIT INC$969,6050.03%26,391CommonSOLE
372460105GPCGENUINE PARTS CO$968,5390.02%7,984CommonSOLE
88146M101TRNOTERRENO RLTY CORP$958,6850.02%17,098CommonSOLE
058498106BALLBALL CORP$952,6890.02%16,985CommonSOLE
115637209BF/BBROWN FORMAN CORP$936,0380.02%34,784CommonSOLE
526057104LENLENNAR CORP$931,0050.02%8,417CommonSOLE
023608102AEEAMEREN CORP$925,1530.02%9,633CommonSOLE
42226K105HRHEALTHCARE RLTY TR$922,1000.02%58,140CommonSOLE
146869102CVNACARVANA CO$916,8680.02%2,721CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$913,2950.02%4,190CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$909,8480.02%4,872CommonSOLE
501889208LKQLKQ CORP$909,1140.02%24,564CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$905,0570.02%8,781CommonSOLE
349553107FTSFORTIS INC$901,8050.02%18,887CommonSOLE
256677105DGDOLLAR GEN CORP NEW$899,3700.02%7,863CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$898,9040.02%22,512CommonSOLE
260003108DOVDOVER CORP$898,7430.02%4,905CommonSOLE
69351T106PPLPPL CORP$894,7970.02%26,403CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$892,3690.02%7,631CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$887,3270.02%18,105CommonSOLE
427866108HSYHERSHEY CO$880,3640.02%5,305CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$880,2490.02%13,270CommonSOLE
049560105ATOATMOS ENERGY CORP$874,7280.02%5,676CommonSOLE
98980G102ZSZSCALER INC$857,6850.02%2,732CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$857,3050.02%5,667CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$856,1530.02%23,303CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$855,0450.02%1,669CommonSOLE
12514G108CDWCDW CORP$847,9450.02%4,748CommonSOLE
518439104ELLAUDER ESTEE COS INC$838,4620.02%10,377CommonSOLE
086516101BBYBEST BUY INC$837,1100.02%12,470CommonSOLE

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.