InvestInfoAI
Groupe la Francaise

Q1 2026 · 13F-HR

Groupe la Francaiseholdings as filed

Filed 2026-05-21 · accession 0002056088-26-000001

$7.29B
Reported value
455
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Groupe la Francaise · Q1 2026

AI · grounded in 13F

Groupe la Francaise established a new position in AZN worth $190.8M. The fund also opened a new position in MICROSOFT CORP valued at $85.1M and added AME with a $28.6M investment. On the sell side, the fund trimmed its holdings in CRM by 82.5% and STLA by 50.1%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
F92124100TTETOTALENERGIES SE$683.2M9.37%7,617,900CommonSOLE
67066G104NVDANVIDIA CORPORATION$435.4M5.97%2,511,717CommonSOLE
594918104MSFTMICROSOFT CORP$350.6M4.81%954,895CommonSOLE
037833100AAPLAPPLE INC$283.9M3.89%1,126,001CommonSOLE
023135106AMZNAMAZON COM INC$235.7M3.23%1,143,029CommonSOLE
02079K305GOOGLALPHABET INC$211.4M2.90%742,821CommonSOLE
11135F101AVGOBROADCOM INC$204.1M2.80%663,725CommonSOLE
G0593M107AZNASTRAZENECA PLC$190.8M2.62%984,608CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$137.9M1.89%473,115CommonSOLE
12532H104GIBCGI INC$124.5M1.71%1,707,906CommonSOLE
92826C839VVISA INC$122.2M1.68%406,784CommonSOLE
532457108LLYELI LILLY & CO$121.0M1.66%132,176CommonSOLE
02079K107GOOGALPHABET INC$118.9M1.63%415,468CommonSOLE
30303M102METAMETA PLATFORMS INC$112.4M1.54%197,498CommonSOLE
N3167Y103RACEFERRARI N V$111.8M1.53%355,097CommonSOLE
G29183103ETNEATON CORP PLC$100.5M1.38%283,985CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$86.3M1.18%255,969CommonSOLE
594918904MSFTMICROSOFT CORP$85.1M1.17%230,000CALLSOLE
369604301GEGE AEROSPACE$80.2M1.10%282,781CommonSOLE
931142103WMTWALMART INC$77.9M1.07%631,985CommonSOLE
191216100KOCOCA COLA CO$67.5M0.93%900,621CommonSOLE
G25508105CRHCRH PLC$66.2M0.91%671,361CommonSOLE
36828A101GEVGE VERNOVA INC$63.7M0.87%73,030CommonSOLE
G54950103LINLINDE PLC$60.5M0.83%123,437CommonSOLE
872590104TMUST-MOBILE US INC$60.1M0.82%286,246CommonSOLE
64110L106NFLXNETFLIX INC.$58.9M0.81%621,225CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$56.3M0.77%123,220CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$55.3M0.76%113,485CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$53.0M0.73%261,835CommonSOLE
038222105AMATAPPLIED MATLS INC$52.8M0.72%154,898CommonSOLE
74762E102QUREQUANTA SVCS INC$51.0M0.70%92,919CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$50.0M0.69%100,191CommonSOLE
651639106NEMNEWMONT CORP$48.4M0.66%448,860CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$46.6M0.64%55,076CommonSOLE
81762P102NOWSERVICENOW INC$45.8M0.63%438,805CommonSOLE
025816109AXPAMERICAN EXPRESS CO$45.4M0.62%151,263CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$44.6M0.61%44,997CommonSOLE
060505104BACBANK AMERICA CORP$42.1M0.58%866,166CommonSOLE
00287Y109ABBVABBVIE INC$42.1M0.58%193,380CommonSOLE
512807306LRCXLAM RESEARCH CORP$41.6M0.57%194,794CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$40.0M0.55%256,415CommonSOLE
149123101CATCATERPILLAR INC$38.3M0.52%54,220CommonSOLE
351858105FNVFRANCO NEV CORP$38.3M0.52%155,000CommonSOLE
06849F108BBARRICK MNG CORP$37.1M0.51%913,511CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$37.1M0.51%15,460CommonSOLE
701094104PHPARKER-HANNIFIN CORP$37.0M0.51%41,341CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$36.4M0.50%278,025CommonSOLE
291011104EMREMERSON ELEC CO$36.3M0.50%277,003CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$35.4M0.49%174,117CommonSOLE
443201108HWMHOWMET AEROSPACE INC$34.5M0.47%149,670CommonSOLE
032095101APHAMPHENOL CORP$32.8M0.45%259,200CommonSOLE
032654105ADIANALOG DEVICES INC$32.5M0.45%102,054CommonSOLE
482480100KLACKLA CORP$31.4M0.43%21,351CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$30.7M0.42%429,529CommonSOLE
N82405106STLASTELLANTIS N.V$30.5M0.42%4,387,833CommonSOLE
496902404KGCKINROSS GOLD CORP$30.5M0.42%1,000,000CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$28.8M0.39%2,000,000CommonSOLE
65339F101NEENEXTERA ENERGY INC$28.7M0.39%311,219CommonSOLE
031100100AMEAMETEK INC$28.6M0.39%133,546CommonSOLE
58733R102MELIMERCADOLIBRE INC$28.1M0.38%16,305CommonSOLE
38059T106GFIGOLD FIELDS LTD$25.9M0.35%572,000CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$25.7M0.35%264,855CommonSOLE
09290D101BLKBLACKROCK INC$25.5M0.35%27,343CommonSOLE
37045V100GMGENERAL MTRS CO$24.8M0.34%334,381CommonSOLE
751212101RLRALPH LAUREN CORP$24.4M0.33%71,113CommonSOLE
011532108AGIALAMOS GOLD INC$22.2M0.30%500,000CommonSOLE
872540109TJXTJX COS INC NEW$21.9M0.30%137,280CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$21.9M0.30%346,901CommonSOLE
595112103MUMICRON TECHNOLOGY INC$21.5M0.29%63,174CommonSOLE
949746101WMT2WELLS FARGO & CO$21.3M0.29%268,015CommonSOLE
68634K106ORLAORLA MNG LTD NEW$20.2M0.28%1,260,000CommonSOLE
81762P902NOWSERVICENOW INC$19.8M0.27%190,000CALLSOLE
H1467J104CBCHUBB LTD SWITZ$19.4M0.27%59,478CommonSOLE
436440101HO1HOLOGIC INC$19.3M0.27%255,921CommonSOLE
697900108PAASPAN AMERN SILVER CORP$18.5M0.25%340,000CommonSOLE
778296103ROSTROSS STORES INC$18.0M0.25%83,409CommonSOLE
03940C100ACLXGBXARCELLX INC$17.3M0.24%151,046CommonSOLE
040413205ANETARISTA NETWORKS INC$17.1M0.23%139,335CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$16.4M0.23%125,578CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$16.4M0.23%38,014CommonSOLE
D18190898DBDEUTSCHE BK AG$16.4M0.23%569,129CommonSOLE
882508104TXNTEXAS INSTRS INC$16.3M0.22%83,906CommonSOLE
126349109CSNCSG SYS INTL INC$16.0M0.22%199,677CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$15.3M0.21%4,186,842CommonSOLE
152006102CGAUCENTERRA GOLD INC$15.2M0.21%860,000CommonSOLE
14365C103POH3CARNIVAL PLC$15.1M0.21%585,298CommonSOLE
580135101MCDMCDONALDS CORP$14.8M0.20%50,543CommonSOLE
784730103SSRMSSR MINING IN$14.1M0.19%480,000CommonSOLE
03152W109AM6AMICUS THERAPEUTIC$13.6M0.19%939,655CommonSOLE
00912X302ALAIR LEASE CORP$13.5M0.19%208,650CommonSOLE
83056P715SKESKEENA RES LTD NEW$13.4M0.18%450,000CommonSOLE
285512109EAELECTRONIC ARTS INC$13.3M0.18%65,396CommonSOLE
760759100RSGREPUBLIC SVCS INC$13.3M0.18%60,883CommonSOLE
69349H107TXNMTXNM ENERGY INC$13.2M0.18%311,832CommonSOLE
95040Q104WELLWELLTOWER INC$13.1M0.18%66,226CommonSOLE
68278B107K4FONESTREAM INC$12.2M0.17%509,500CommonSOLE
16115Q308GTLSCHART INDS INC$11.8M0.16%57,289CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$11.7M0.16%425,749CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$11.7M0.16%138,723CommonSOLE
94106L109WMWASTE MGMT INC DEL$11.6M0.16%52,499CommonSOLE
79466L302CRMSALESFORCE INC$11.4M0.16%61,465CommonSOLE
631103108NDAQNASDAQ INC$11.1M0.15%131,434CommonSOLE
23804L103DDOGDATADOG INC$11.1M0.15%93,982CommonSOLE
74267C106PRAPROASSURANCE CORP$10.8M0.15%438,577CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$10.8M0.15%185,000CommonSOLE
10922N103BHFBRIGHTHOUSE FINL INC$10.8M0.15%180,877CommonSOLE
D18190898DBDEUTSCHE BK AG$10.8M0.15%375,000PUTSOLE
14149Y108CAHCARDINAL HEALTH INC$10.7M0.15%50,543CommonSOLE
876030107TPRTAPESTRY INC$10.4M0.14%74,147CommonSOLE
192108504CDECOEUR MNG INC$10.4M0.14%555,000CommonSOLE
780287108RGLDROYAL GOLD INC$10.3M0.14%40,500CommonSOLE
349942102FSMFORTUNA MNG CORP$10.1M0.14%1,023,380CommonSOLE
315616102FFIVF5 INC$10.1M0.14%34,990CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$10.0M0.14%421,568CommonSOLE
92338C103VLTOVERALTO CORP$9.8M0.13%110,409CommonSOLE
833445109SNOWSNOWFLAKE INC$9.5M0.13%63,131CommonSOLE
98419M100XYLXYLEM INC$9.3M0.13%78,177CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$9.3M0.13%26,884CommonSOLE
941848103WATWATERS CORP$9.2M0.13%31,009CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$9.1M0.13%33,436CommonSOLE
58933Y105MRKMERCK & CO INC$8.8M0.12%73,551CommonSOLE
617446448MSMORGAN STANLEY$8.8M0.12%53,631CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$8.8M0.12%31,234CommonSOLE
72352L106PINSPINTEREST INC$8.8M0.12%481,586CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8.8M0.12%65,162CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$8.6M0.12%45,976CommonSOLE
744320102PRUPRUDENTIAL FINL INC$8.5M0.12%87,165CommonSOLE
01921D204AAUCALLIED GOLD CORP$8.5M0.12%274,683CommonSOLE
742718109PGPROCTER & GAMBLE CO$8.5M0.12%59,077CommonSOLE
68389X105ORCLORACLE CORP$8.4M0.11%57,331CommonSOLE
G6683N103NUNU HLDGS LTD$8.3M0.11%581,150CommonSOLE
44955L106IAUXI-80 GOLD CORP$8.3M0.11%5,500,000CommonSOLE
011642AD7ALRM 2.25 06/01/29ALARM COM HLDGS INC$8.3M0.11%9,000,000CommonSOLE
19425C100CNLCOLLECTIVE MINING LTD$8.2M0.11%470,000CommonSOLE
406216101HALHALLIBURTON CO$8.2M0.11%210,000CommonSOLE
11777Q209BTGB2GOLD CORP$8.2M0.11%1,800,000CommonSOLE
29258Y103EXKENDEAVOUR SILVER CORP$8.1M0.11%866,000CommonSOLE
665859104NTRSNORTHERN TR CORP$7.9M0.11%56,620CommonSOLE
244199105DEDEERE & CO$7.8M0.11%13,870CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$7.8M0.11%21,735CommonSOLE
00724F101ADBEADOBE INC$7.7M0.11%31,729CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$7.6M0.10%26,152CommonSOLE
68390D106OROR ROYALTIES INC.$7.6M0.10%200,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$7.6M0.10%29,148CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$7.4M0.10%38,375CommonSOLE
219350105GLWCORNING INC$7.2M0.10%52,733CommonSOLE
68828E809ODVOSISKO DEVELOPMENT CORP$7.1M0.10%2,200,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$7.1M0.10%28,702CommonSOLE
311900104FASTFASTENAL CO$7.1M0.10%152,612CommonSOLE
443573100HUBSHUBSPOT INC$7.1M0.10%29,004CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.0M0.10%16,556CommonSOLE
46655E100DCDAKOTA GOLD CORP$7.0M0.10%1,400,000CommonSOLE
172967424CCITIGROUP INC$6.8M0.09%60,000CommonSOLE
34959J108FTVFORTIVE CORP$6.8M0.09%122,559CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$6.7M0.09%183,651CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$6.6M0.09%26,463CommonSOLE
00206R102TAT&T INC$6.5M0.09%225,261CommonSOLE
052769106ADSKAUTODESK INC$6.5M0.09%27,211CommonSOLE
880770102TERTERADYNE INC$6.5M0.09%21,895CommonSOLE
235851102DHRDANAHER CORP DEL$6.5M0.09%34,035CommonSOLE
042068205ARMARM HOLDINGS PLC$6.3M0.09%41,953CommonSOLE
125269100CFCF INDUSTRIES HOLD$6.3M0.09%48,254CommonSOLE
852234103XYZBLOCK INC$6.3M0.09%104,280CommonSOLE
880881107430TERNS PHARMACEUTICALS INC$6.2M0.09%118,449CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$6.2M0.09%66,480CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6.2M0.08%22,240CommonSOLE
925652109VICIVICI PPTYS INC$6.1M0.08%223,222CommonSOLE
38071H106GROYGOLD ROYALTY CORP$6.1M0.08%1,700,000CommonSOLE
863667101SYKSTRYKER CORPORATION$5.9M0.08%18,000CommonSOLE
896239100TRMBTRIMBLE INC$5.9M0.08%90,733CommonSOLE
29444U700EQIXEQUINIX INC$5.7M0.08%5,858CommonSOLE
574795100MASIMASIMO CORP$5.7M0.08%31,950CommonSOLE
743315103PGRPROGRESSIVE CORP$5.7M0.08%28,528CommonSOLE
189054109CLXCLOROX CO DEL$5.6M0.08%54,468CommonSOLE
57164YAF4VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$5.5M0.08%5,800,000CommonSOLE
252131AM9DXCM 0.375 05/15/28DEXCOM INC$5.5M0.08%6,000,000CommonSOLE
461202103INTUINTUIT$5.4M0.07%12,484CommonSOLE
55354G100MSCIMSCI INC$5.4M0.07%9,948CommonSOLE
N72482156QGENQIAGEN NV$5.3M0.07%133,161CommonSOLE
254687106DISDISNEY WALT CO$5.3M0.07%55,355CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.3M0.07%37,915CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$5.3M0.07%57,940CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$5.2M0.07%32,072CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE ENERGY$5.2M0.07%159,894CommonSOLE
278865100ECLECOLAB INC$5.2M0.07%19,596CommonSOLE
G4701H109IHSIHS HOLDING LIMITED$5.1M0.07%619,798CommonSOLE
81211K100SDASEALED AIR CORP NEW$5.0M0.07%119,293CommonSOLE
002824100ABTABBOTT LABORATORIES$4.8M0.07%47,257CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.8M0.07%26,403CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$4.7M0.06%42,536CommonSOLE
125523100CITHE CIGNA GROUP$4.7M0.06%17,613CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.7M0.06%17,354CommonSOLE
H50430232LOGILOGITECH INTL S A$4.7M0.06%51,843CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$4.7M0.06%60,411CommonSOLE
252131107DXCMDEXCOM INC$4.6M0.06%74,030CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$4.6M0.06%22,762CommonSOLE
81619Q105SEMSELECT MED HLDGS CORP$4.6M0.06%282,497CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$4.5M0.06%23,012CommonSOLE
60646V105MCWMISTER CAR WASH INC$4.5M0.06%648,400CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$4.5M0.06%73,059CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$4.5M0.06%39,069CommonSOLE
747525103QCOMQUALCOMM INC$4.4M0.06%34,456CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$4.4M0.06%44,675CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$4.4M0.06%48,995CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$4.4M0.06%3,992CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.4M0.06%18,204CommonSOLE
64440N103NFGCNEW FOUND GOLD CORP$4.3M0.06%2,331,900CommonSOLE
713448108PEPPEPSICO INC$4.2M0.06%27,212CommonSOLE
458140100INTCINTEL CORP$4.2M0.06%94,914CommonSOLE
437076102HDHOME DEPOT INC$4.2M0.06%12,920CommonSOLE
89832Q109TFCTRUIST FINL CORP$4.2M0.06%90,895CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$4.1M0.06%21,710CommonSOLE
G8473T100STESTERIS PLC$4.1M0.06%18,514CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$4.1M0.06%14,890CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$4.0M0.05%17,018CommonSOLE
020002101ALLALLSTATE CORP$3.9M0.05%18,926CommonSOLE
40434L105HPQHP INC$3.9M0.05%203,459CommonSOLE
370334104GISGENERAL MILLS INC$3.9M0.05%104,924CommonSOLE
23954D109DAWNGBXDAY ONE BIOPHARMACEUTICALS I$3.8M0.05%179,495CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$3.8M0.05%84,962CommonSOLE
08265T208BSYBENTLEY SYS INC$3.8M0.05%109,266CommonSOLE
384802104GWWWW GRAINGER INC$3.8M0.05%3,473CommonSOLE
N3168P101FERFERROVIAL SE$3.8M0.05%58,934CommonSOLE
34959E109FTNTFORTINET INC$3.7M0.05%45,706CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$3.7M0.05%100,383CommonSOLE
704326107PAYXPAYCHEX INC$3.7M0.05%40,235CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$3.7M0.05%139,818CommonSOLE
336433107FSLRFIRST SOLAR INC$3.6M0.05%18,456CommonSOLE
45168D104IDXXIDEXX LABS INC$3.6M0.05%6,461CommonSOLE
65290E101NXTNEXTPOWER INC$3.4M0.05%28,519CommonSOLE
74340W103PLDPROLOGIS INC.$3.4M0.05%25,606CommonSOLE
87427V103TALKTALKSPACE INC$3.4M0.05%652,800CommonSOLE
29332G102EHABUSDENHABIT INC$3.3M0.05%236,433CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$3.3M0.05%8,153CommonSOLE
29882P106EWCZEUROPEAN WAX CENTER INC$3.3M0.05%570,067CommonSOLE
058498106BALLBALL CORP$3.3M0.04%54,556CommonSOLE
89677QAB3TCOM 0.75 06/15/29TRIP COM GROUP LTD$3.1M0.04%3,000,000CommonSOLE
18453H106CCOCLEAR CHANNEL OUTDOOR HLDGS$3.0M0.04%1,271,940CommonSOLE
25264R207BVEDIAMOND HILL INVT GROUP INC$3.0M0.04%17,400CommonSOLE
68339B104ONTFON24 INC$3.0M0.04%365,400CommonSOLE
184496107CLHCLEAN HARBORS INC$3.0M0.04%10,300CommonSOLE
66987E206NGNOVAGOLD RESOURCES INC$2.9M0.04%325,000CommonSOLE
8676EP108STKLSUNOPTA INC$2.9M0.04%450,000CommonSOLE
46005L101IMXIINTERNATIONAL MONEY EXPRESS$2.9M0.04%182,941CommonSOLE
563571405MTWMANITOWOC CO INC$2.9M0.04%245,663CommonSOLE
86800UAB0SMCI 3.5 03/01/29SUPER MICRO COMPUTER INC$2.8M0.04%3,500,000CommonSOLE
87265H109T86TRI POINTE HOMES INC$2.7M0.04%58,500CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$2.6M0.04%5,509CommonSOLE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$2.6M0.04%84,322CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$2.6M0.04%37,700CommonSOLE
H42097107UBSUBS GROUP AG$2.5M0.03%66,548CommonSOLE
45104G104IBNICICI BANK LIMITED$2.4M0.03%93,256CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$2.3M0.03%58,650CommonSOLE
12572Q105CMECME GROUP INC$2.3M0.03%7,792CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2.3M0.03%31,184CommonSOLE
344437405FONRFONAR CORP$2.2M0.03%118,800CommonSOLE
13321L108CCJCAMECO CORP$2.2M0.03%20,235CommonSOLE
390607109GLDDGREAT LAKES DREDGE & DOCK CO$2.2M0.03%128,598CommonSOLE
465741106ITRIITRON INC$1.9M0.03%21,695CommonSOLE
962166104WYWEYERHAEUSER CO$1.9M0.03%78,884CommonSOLE
398438408GRFSGRIFOLS S A$1.9M0.03%238,928CommonSOLE
826919102SLABSILICON LABORATORIES INC$1.9M0.03%9,120CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$1.7M0.02%619,871CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$1.7M0.02%8,983CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.6M0.02%5,500PUTSOLE
911312106UPSUNITED PARCEL SVCS INC$1.6M0.02%16,000CommonSOLE
679369108OLPXOLAPLEX HLDGS INC$1.5M0.02%731,100CommonSOLE
172967424CCITIGROUP INC$1.5M0.02%13,000PUTSOLE
03027X100AMTAMERICAN TOWER CORP$1.4M0.02%7,997CommonSOLE
52634L108LNSRLENSAR INC$1.3M0.02%213,537CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.02%1,500PUTSOLE
520776105DSGRDISTRIBUTION SOLUTIONS GRP I$1.2M0.02%46,575CommonSOLE
116794108BRKRBRUKER CORP$1.2M0.02%33,935CommonSOLE
437076102HDHOME DEPOT INC$1.2M0.02%3,700PUTSOLE
142339100CSLCARLISLE COS INC$1.1M0.02%3,320CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$1.1M0.01%25,612CommonSOLE
717081103PFEPFIZER INC$1.0M0.01%37,000PUTSOLE
G7500M104RNWRENEW ENERGY GLOBAL PLC$979,0020.01%213,756CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$952,4000.01%40,000PUTSOLE
617446448MSMORGAN STANLEY$905,1350.01%5,500PUTSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$899,9910.01%124,869CommonSOLE
025816109AXPAMERICAN EXPRESS CO$786,4480.01%2,600PUTSOLE
571903202MARMARRIOTT INTL INC NEW$783,5010.01%2,403CommonSOLE
88033G407THCTENET HEALTHCARE CORP$711,6660.01%3,783CommonSOLE
053332102AZOAUTOZONE INC$671,0720.01%200PUTSOLE
060505104BACBANK AMERICA CORP$658,1250.01%13,500PUTSOLE
46124J201IVTINVENTRUST PPTYS CORP$629,7610.01%20,675CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$613,2860.01%4,756CommonNONE
44107P104HSTHOST HOTELS & RESORTS INC$606,3370.01%31,646CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$602,5450.01%19,691CommonSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$596,5680.01%80,400CommonSOLE
637417106NNNNNN REIT INC$596,4480.01%14,191CommonSOLE
92936U109WPCWP CAREY INC$595,1940.01%8,758CommonSOLE
N5505D105MICCMAGNUM ICE CREAM CO NV$591,5150.01%40,612CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$580,5730.01%30,191CommonSOLE
875465106SKTTANGER INC$579,8690.01%17,065CommonSOLE
758849103REGREGENCY CTRS CORP$577,2860.01%7,630CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$576,1450.01%13,148CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$575,3440.01%11,200CommonSOLE
14174T107CTRECARETRUST REIT INC$571,4830.01%15,593CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$566,9500.01%20,438CommonSOLE
92276F100VTRVENTAS INC$566,0810.01%6,922CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$565,3440.01%19,630CommonSOLE
244199105DEDEERE & CO$563,3000.01%1,000PUTSOLE
297178105ESSESSEX PPTY TR INC$561,4400.01%2,320CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$554,2780.01%15,371CommonSOLE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$550,7320.01%8,823CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$539,3450.01%17,765CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$521,4500.01%2,500PUTSOLE
G7006A109PERFPERFECT CORP$507,0000.01%300,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$506,0840.01%1,663CommonSOLE
231021106CMICUMMINS INC$491,7500.01%914CommonSOLE
26884U109EPREPR PPTYS$491,5560.01%9,839CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$488,7000.01%14,575CommonSOLE
682680103OKEONEOK INC NEW$485,7560.01%5,374CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$477,2160.01%10,695CommonSOLE
12504L109CBRECBRE GROUP INC$476,8190.01%3,520CommonSOLE
717081103PFEPFIZER INC$475,9780.01%18,173CommonNONE
29364G103ETRENTERGY CORP NEW$474,8330.01%4,226CommonSOLE
063671101BMOBANK MONTREAL MEDIUM$473,6900.01%3,500PUTSOLE
548661107LOWLOWES COS INC$472,5600.01%2,000PUTSOLE
646025106NJRNEW JERSEY RES CORP$467,1500.01%8,506CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$461,3110.01%8,668CommonSOLE
87807B107TRPTC ENERGY CORP$458,9110.01%7,352CommonSOLE
780087102RYROYAL BK CDA$457,3180.01%2,838CommonSOLE
209115104EDCONSOLIDATED EDISON INC$450,9090.01%3,984CommonSOLE
911163103UNFIUNITED NAT FOODS INC$449,2960.01%10,000CommonSOLE
30161N101EXCEXELON CORP$447,4550.01%9,128CommonSOLE
68235P108OGSONE GAS INC$442,0190.01%5,132CommonSOLE
84857L101SRSPIRE INC$431,2420.01%4,763CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$428,9230.01%5,468CommonSOLE
907818108UNPUNION PAC CORP$419,7330.01%1,730CommonSOLE
49427F108KRCKILROY REALTY CORP$412,2890.01%14,615CommonSOLE
85472N109STNSTANTEC INC$409,2860.01%4,750CommonSOLE
136375102CNICANADIAN NATL RY CO$408,4420.01%3,981CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$406,6120.01%5,023CommonSOLE
615369105MCOMOODYS CORP$406,1490.01%931CommonSOLE
949746101WMT2WELLS FARGO & CO$398,0500.01%5,000PUTSOLE
04965N104RNAATRIUM THERAPEUTICS INC$397,0620.01%29,698CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$394,9120.01%1,376CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$387,8240.01%1,600PUTSOLE
064058100BKBANK NEW YORK MELLON CORP$383,7680.01%3,235CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP$375,3720.01%2,181CommonSOLE
103002101BWMNBOWMAN CONSULTING GROUP LTD$368,5680.01%13,000CommonSOLE
68389X105ORCLORACLE CORP$367,7750.01%2,500PUTSOLE
39854F101GRNDGRINDR INC$362,7000.00%30,000CommonSOLE
88162G103TTEKTETRA TECH INC NEW$360,3140.00%12,000CommonSOLE
09075V102BNTXBIONTECH SE$359,9930.00%4,200CommonSOLE
92343E102VRSNVERISIGN INC$350,9330.00%1,413CommonSOLE
237266101DARDARLING INGREDIENTS INC$339,1150.00%5,500CommonSOLE
00766T100ACMAECOM$338,2230.00%4,000CommonSOLE
72703X106PLPLANET LABS PBC$334,3550.00%12,000CommonSOLE
902494103TSNTYSON FOODS INC$320,3500.00%5,000PUTSOLE
438516106HONHONEYWELL INTL INC$313,2780.00%1,386CommonSOLE
580135101MCDMCDONALDS CORP$310,7900.00%1,000PUTSOLE
75886F107REGNREGENERON PHARMACEUTICALS$302,5760.00%442CommonNONE
375916103GILGILDAN ACTIVEWEAR INC$284,1670.00%5,119CommonSOLE
559222401MGAMAGNA INTL INC$284,0280.00%5,102CommonSOLE
205887102CAGCONAGRA BRANDS INC$275,1000.00%17,500PUTSOLE
67077M108NTRNUTRIEN LTD$270,4360.00%3,594CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$269,1140.00%3,500CommonSOLE
45687V106IRINGERSOLL RAND INC$268,0010.00%3,345CommonSOLE
277432100EMNEASTMAN CHEM CO$267,1200.00%3,500PUTSOLE
17275R102CSCOCISCO SYS INC$265,3160.00%3,428CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$261,9000.00%2,000PUTSOLE
615111101ONTMONTROSE ENVIRONMENTAL GROUP$261,8620.00%12,000CommonSOLE
654106103NKENIKE INC$250,9170.00%5,581CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$249,0840.00%1,197CommonSOLE
60770K107MRNAMODERNA INC$241,4900.00%5,005CommonSOLE
056525108BMIBADGER METER INC$227,5440.00%1,500CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$212,9070.00%1,369CommonSOLE
427866108HSYHERSHEY CO$211,0080.00%1,015CommonSOLE
023135106AMZNAMAZON COM INC$208,2700.00%1,000PUTSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$206,0650.00%497CommonNONE
857477103STTSTATE STR CORP$204,5210.00%1,616CommonSOLE
G7S00T104PNRPENTAIR PLC$198,0880.00%2,274CommonSOLE
98978V103ZTSZOETIS INC$186,6540.00%1,579CommonSOLE
911363109URIUNITED RENTALS INC$186,5110.00%256CommonSOLE
931142103WMTWALMART INC$186,4200.00%1,500PUTSOLE
466313103JBLJABIL INC$185,8120.00%747CommonSOLE
883203101TXTTEXTRON INC$181,0510.00%2,000CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$179,3930.00%1,985CommonSOLE
609207105MDLZMONDELEZ INTL INC$172,9200.00%3,000PUTSOLE
30303M102METAMETA PLATFORMS INC$171,6390.00%300PUTSOLE
516544103LNTHLANTHEUS HLDGS INC$164,5390.00%2,250CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$159,5450.00%1,000PUTSOLE
45784P101PODDINSULET CORP$156,0890.00%750CommonSOLE
11135F101AVGOBROADCOM INC$154,7550.00%500PUTSOLE
370334104GISGENERAL MILLS INC$147,7600.00%4,000PUTSOLE
G4705A100ICLRICON PLC$136,7020.00%1,300CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$111,3500.00%5,000PUTSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$109,7210.00%485CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$101,9890.00%400CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$97,4240.00%682CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$78,6490.00%494CommonSOLE
H01301128ALCALCON AG$74,2720.00%1,008CommonSOLE
031162100AMGNAMGEN INC$64,0370.00%182CommonSOLE
138103106UTE0CANTALOUPE INC$40,2130.00%3,720CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$34,7960.00%212CommonSOLE
75513E101RTXRTX CORPORATION$29,4830.00%173CommonNONE
281020107EIXEDISON INTL$29,4180.00%402CommonSOLE
H2906T109GRMNGARMIN LTD$29,0010.00%125CommonSOLE
988498101YUMYUM BRANDS INC$26,4320.00%170CommonSOLE
G5960L103MDTMEDTRONIC PLC$25,9600.00%345CommonNONE
833034101SNASNAP ON INC$25,4250.00%70CommonSOLE
64110D104NTAPNETAPP INC$25,3930.00%248CommonSOLE
98944F109ZEOZEO ENERGY CORP$25,1190.00%43,761CommonSOLE
681919106OMCOMNICOM GROUP INC$25,0780.00%333CommonSOLE
001055102AFLAFLAC INC$24,9040.00%227CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$24,8830.00%46CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$24,7520.00%262CommonSOLE
N00985106AERAERCAP HOLDINGS NV$24,6920.00%180CommonSOLE
891160509TDTORONTO DOMINION BK ONT$24,3910.00%262CommonSOLE
29084Q100EMEEMCOR GROUP INC$24,3640.00%33CommonSOLE
98149E303GLDMWORLD GOLD TR$24,1060.00%300CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$23,6030.00%347CommonSOLE
56501R106MFCMANULIFE FINL CORP$23,1780.00%675CommonSOLE
064149107BNSBANK NOVA SCOTIA B C$22,8810.00%331CommonSOLE
969904101WSMWILLIAMS SONOMA INC$21,5150.00%118CommonSOLE
81686C104628SEMRUSH HLDGS INC$20,9550.00%1,755CommonSOLE
45073V108ITTITT INC$18,4590.00%110CommonNONE
30231G102XOMEXXON MOBIL CORP$16,7490.00%120CommonNONE
37954Y830COPXGLOBAL X FDS$15,3550.00%230CommonNONE
806857108SLBSLB LIMITED$14,1710.00%330CommonNONE
88160R101TSLATESLA INC$11,5880.00%37CommonNONE
369550108GDGENERAL DYNAMICS CORP$11,5220.00%38CommonNONE
M3760D101ESLTELBIT SYS LTD$10,9640.00%13CommonSOLE
756109104OREALTY INCOME CORP$10,9510.00%179CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$10,6740.00%18CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$10,1860.00%26CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$9,3060.00%194CommonSOLE
668771116GENVRGEN DIGITAL INC$8,7750.00%18,180CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$8,3710.00%173CommonNONE
958102105WDCWESTERN DIGITAL CORP$8,1150.00%30CommonSOLE
761152107RMDRESMED INC$7,6320.00%34CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$7,4460.00%50CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4,6070.00%89CommonNONE
553368101MPMP MATERIALS CORP$4,3190.00%100CommonNONE
02209S103MOALTRIA GROUP INC$3,9980.00%70CommonNONE
G0176J109ALLEALLEGION PLC$3,6760.00%30CommonNONE
H2927K103AMRZAMRIZE LTD$3,5510.00%75CommonNONE
670100205NVONOVO-NORDISK A S$3,2120.00%100CommonNONE
518439104ELLAUDER ESTEE COS INC$3,0020.00%50CommonNONE
G8656L130THCHTH INTERNATIONAL LIMITED$2,8540.00%1,427CommonSOLE
90138F102TWLOTWILIO INC$2,8440.00%25CommonNONE
H5919C104ONONON HLDG AG$2,2950.00%80CommonNONE
72919P202PLUGPLUG PWR INC$1,7190.00%821CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1,4050.00%23CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$1,2290.00%36CommonNONE
50155Q100KDKYNDRYL HLDGS INC$4600.00%40CommonNONE
H8817H100RIGTRANSOCEAN LTD$3840.00%67CommonNONE
45688C107NGVTINGEVITY CORP$3700.00%6CommonNONE
500754106KHCKRAFT HEINZ CO$3170.00%16CommonNONE
929740108WABWABTEC$2210.00%1CommonNONE
29082K105EMBCEMBECTA CORP$920.00%12CommonNONE

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.