MondegarAI
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Q4 2024 · 13F-HR

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAholdings as filed

Filed 2025-08-14 · accession 0002071170-25-000019

$303.0M
Reported value
627
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 627

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$31.9M10.5%75,775CommonSOLE
67066G104NVDANVIDIA CORPORATION$28.4M9.36%211,139CommonSOLE
037833100AAPLAPPLE INC$17.7M5.83%70,584CommonSOLE
023135106AMZNAMAZON COM INC$17.2M5.68%78,420CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$13.8M4.54%26,382CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$13.3M4.39%110,124CommonSOLE
02079K305GOOGLALPHABET INC$11.9M3.94%63,120CommonSOLE
872540109TJXTJX COS INC NEW$10.6M3.49%87,518CommonSOLE
654106103NKENIKE INC$9.9M3.25%130,231CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$9.4M3.11%44,825CommonSOLE
00724F101ADBEADOBE INC$8.7M2.87%19,567CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.7M2.87%47,772CommonSOLE
252131107DXCMDEXCOM INC$8.5M2.80%109,267CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4.6M1.51%11,975CommonSOLE
88160R101TSLATESLA INC$3.4M1.13%8,445CommonSOLE
595112103MUMICRON TECHNOLOGY INC$3.4M1.11%39,940CommonSOLE
336433107FSLRFIRST SOLAR INC$3.0M0.98%16,776CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.9M0.97%5,812CommonSOLE
00287Y109ABBVABBVIE INC$2.8M0.92%15,770CommonSOLE
532457108LLYELI LILLY & CO$2.6M0.85%3,352CommonSOLE
11135F101AVGOBROADCOM INC$2.3M0.76%9,942CommonSOLE
651639106NEMNEWMONT CORP$2.3M0.75%60,925CommonSOLE
067901108ABXBARRICK GOLD CORP$2.1M0.69%134,993CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.9M0.62%16,936CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.8M0.61%5,386CommonSOLE
031162100AMGNAMGEN INC$1.7M0.57%6,592CommonSOLE
79466L302CRMSALESFORCE INC$1.6M0.54%4,862CommonSOLE
29444U700EQIXEQUINIX INC$1.6M0.52%1,665CommonNONE
046353108AZNNASTRAZENECA PLC$1.4M0.47%21,751CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.44%9,283CommonSOLE
13321L108CCJCAMECO CORP$1.3M0.43%25,280CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.2M0.41%11,596CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.40%2,070CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.2M0.39%14,937CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.36%18,482CommonSOLE
58933Y105MRKMERCK & CO INC$1.1M0.35%10,690CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.0M0.34%2,585CommonSOLE
235851102DHRDANAHER CORPORATION$1.0M0.34%4,500CommonSOLE
002824100ABTABBOTT LABS$1.0M0.34%9,055CommonSOLE
92826C839VVISA INC$990,7850.33%3,135CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$950,2750.31%10,639CommonSOLE
02079K107GOOGALPHABET INC$914,1120.30%4,800CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$902,5990.30%1,735CommonSOLE
375558103GILDGILEAD SCIENCES INC$893,4030.29%9,672CommonSOLE
98980G102ZSZSCALER INC$864,7050.29%4,793CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$856,7290.28%1,627CommonSOLE
64110L106NFLXNETFLIX INC$687,2080.23%771CommonSOLE
166764100CVXCHEVRON CORP NEW$674,9540.22%4,660CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$661,6000.22%2,760CommonSOLE
717081103PFEPFIZER INC$646,5360.21%24,370CommonSOLE
98419M100XYLXYLEM INC$639,1540.21%5,509CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$586,9980.19%1,295CommonSOLE
40412C101HCAHCA HEALTHCARE INC$490,1450.16%1,633CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$485,4700.16%1,380CommonSOLE
23804L103DDOGDATADOG INC$471,5370.16%3,300CommonSOLE
036752103ELVELEVANCE HEALTH INC$469,6100.15%1,273CommonSOLE
68389X105ORCLORACLE CORP$463,2590.15%2,780CommonSOLE
863667101SYKSTRYKER CORPORATION$444,6620.15%1,235CommonSOLE
34959E109FTNTFORTINET INC$442,1660.15%4,680CommonSOLE
882508104TXNTEXAS INSTRS INC$440,6480.15%2,350CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$439,1190.14%950CommonSOLE
18915M107NETCLOUDFLARE INC$438,2580.14%4,070CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$410,7400.14%2,200CommonSOLE
74340W103PLDPROLOGIS INC.$392,8870.13%3,717CommonNONE
931142103WMTWALMART INC$384,8910.13%4,260CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$380,2520.13%415CommonSOLE
437076102HDHOME DEPOT INC$373,4300.12%960CommonSOLE
742718109PGPROCTER AND GAMBLE CO$371,3450.12%2,215CommonSOLE
125523100CITHE CIGNA GROUP$363,4000.12%1,316CommonSOLE
G5960L103MDTMEDTRONIC PLC$358,6610.12%4,490CommonSOLE
81762P102NOWSERVICENOW INC$356,2000.12%336CommonSOLE
097023105BABOEING CO$350,4600.12%1,980CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$346,4760.11%1,040CommonSOLE
20825C104COPCONOCOPHILLIPS$345,5080.11%3,484CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$341,1860.11%6,059CommonSOLE
438516106HONHONEYWELL INTL INC$329,7990.11%1,460CommonSOLE
075887109BDXBECTON DICKINSON & CO$328,9610.11%1,450CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$328,0130.11%14,212CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$327,5470.11%1,490CommonSOLE
75513E101RTXRTX CORPORATION$326,3300.11%2,820CommonSOLE
668771108GENGEN DIGITAL INC$324,4530.11%11,850CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$321,8850.11%1,755CommonNONE
126650100CVSCVS HEALTH CORP$321,0980.11%7,153CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$310,7640.10%14,100CommonSOLE
060505104BACBANK AMERICA CORP$307,6500.10%7,000CommonSOLE
496902404KGCKINROSS GOLD CORP$301,9630.10%32,500CommonSOLE
05464C101AXONAXON ENTERPRISE INC$300,1320.10%505CommonSOLE
95040Q104WELLWELLTOWER INC$293,6500.10%2,330CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$288,4940.10%405CommonSOLE
052769106ADSKAUTODESK INC$286,7030.09%970CommonSOLE
29355A107ENPHENPHASE ENERGY INC$278,8410.09%4,060CommonSOLE
461202103INTUINTUIT$276,5400.09%440CommonSOLE
747525103QCOMQUALCOMM INC$274,9800.09%1,790CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$274,5560.09%565CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$273,3930.09%2,220CommonSOLE
871607107SNPSSYNOPSYS INC$271,8020.09%560CommonSOLE
38059T106GFIGOLD FIELDS LTD$270,6000.09%20,500CommonSOLE
04016X101ARGXARGENX SE$267,5250.09%435CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$266,9740.09%3,530CommonSOLE
701094104PHPARKER-HANNIFIN CORP$260,7720.09%410CommonSOLE
458140100INTCINTEL CORP$260,6500.09%13,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$253,8350.08%910CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$252,5250.08%1,850CommonSOLE
253868103DLRDIGITAL RLTY TR INC$250,0350.08%1,410CommonNONE
436440101HO1HOLOGIC INC$249,2870.08%3,458CommonSOLE
191216100KOCOCA COLA CO$247,1720.08%3,970CommonSOLE
949746101WMT2WELLS FARGO CO NEW$245,1380.08%3,490CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$243,8270.08%1,815CommonSOLE
679295105OKTAOKTA INC$237,1880.08%3,010CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$235,7810.08%1,002CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$234,6450.08%500CommonSOLE
03662Q105AKXANSYS INC$234,4440.08%695CommonSOLE
038222105AMATAPPLIED MATLS INC$234,1870.08%1,440CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$230,7610.08%1,340CommonNONE
011532108AGIALAMOS GOLD INC NEW$223,3300.07%12,100CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$221,6680.07%36,700CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$218,2420.07%1,050CommonSOLE
756109104OREALTY INCOME CORP$210,9690.07%3,950CommonNONE
244199105DEDEERE & CO$208,4600.07%492CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$206,6040.07%2,160CommonSOLE
G54950103LINLINDE PLC$205,1480.07%490CommonSOLE
45337C102INCYINCYTE CORP$203,4110.07%2,945CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$203,0770.07%1,170CommonSOLE
713448108PEPPEPSICO INC$200,7190.07%1,320CommonSOLE
254687106DISDISNEY WALT CO$199,3170.07%1,790CommonSOLE
580135101MCDMCDONALDS CORP$192,7770.06%665CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$188,8000.06%38CommonSOLE
82509L107SHOPSHOPIFY INC$186,3330.06%1,750CommonSOLE
040413205ANETARISTA NETWORKS INC$185,6900.06%1,680CommonSOLE
12504L109CBRECBRE GROUP INC$185,1190.06%1,410CommonSOLE
761152107RMDRESMED INC$185,0100.06%809CommonSOLE
46266C105IQVIQVIA HLDGS INC$184,7190.06%940CommonSOLE
15135B101CNCCENTENE CORP DEL$182,7700.06%3,017CommonSOLE
92338C103VLTOVERALTO CORP$182,4130.06%1,791CommonSOLE
H2906T109GRMNGARMIN LTD$181,5090.06%880CommonSOLE
369604301GEGE AEROSPACE$180,1330.06%1,080CommonSOLE
149123101CATCATERPILLAR INC$179,5660.06%495CommonSOLE
512807306LRCXLAM RESEARCH CORP$176,9640.06%2,450CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$176,6700.06%590CommonNONE
26875P101EOGEOG RES INC$174,0640.06%1,420CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$171,9570.06%4,300CommonSOLE
92556V106VTRSVIATRIS INC$169,7430.06%13,634CommonSOLE
718172109PMPHILIP MORRIS INTL INC$169,6940.06%1,410CommonSOLE
031100100AMEAMETEK INC$168,5430.06%935CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$167,4840.06%20,400CommonSOLE
78409V104SPGIS&P GLOBAL INC$166,8400.06%335CommonSOLE
032095101APHAMPHENOL CORP NEW$164,5960.05%2,370CommonSOLE
45168D104IDXXIDEXX LABS INC$163,3090.05%395CommonSOLE
025816109AXPAMERICAN EXPRESS CO$163,2340.05%550CommonSOLE
922475108VEEVVEEVA SYS INC$163,1540.05%776CommonSOLE
G7S00T104PNRPENTAIR PLC$163,0370.05%1,620CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$162,4460.05%350CommonSOLE
09290D101BLKBLACKROCK INC$161,9670.05%158CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$161,7840.05%4,320CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$160,3340.05%280CommonSOLE
384109104GGGGRACO INC$159,3080.05%1,890CommonSOLE
65339F101NEENEXTERA ENERGY INC$159,1520.05%2,220CommonSOLE
032654105ADIANALOG DEVICES INC$155,0960.05%730CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$150,6790.05%685CommonNONE
20030N101CMCSACOMCAST CORP NEW$150,3080.05%4,005CommonSOLE
22822V101CCICROWN CASTLE INC$147,9390.05%1,630CommonNONE
46284V101IRMIRON MTN INC DEL$145,0520.05%1,380CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$141,2160.05%470CommonSOLE
172967424CCITIGROUP INC$140,7800.05%2,000CommonSOLE
907818108UNPUNION PAC CORP$140,2450.05%615CommonSOLE
285512109EAELECTRONIC ARTS INC$138,9850.05%950CommonSOLE
482480100KLACKLA CORP$138,6260.05%220CommonSOLE
548661107LOWLOWES COS INC$136,9740.05%555CommonSOLE
617446448MSMORGAN STANLEY$136,4060.05%1,085CommonSOLE
00206R102TAT&T INC$134,7980.04%5,920CommonSOLE
743315103PGRPROGRESSIVE CORP$130,5870.04%545CommonSOLE
925652109VICIVICI PPTYS INC$130,5690.04%4,470CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$130,2340.04%3,420CommonSOLE
09260D107BXBLACKSTONE INC$127,5910.04%740CommonSOLE
G29183103ETNEATON CORP PLC$126,1110.04%380CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$124,4100.04%425CommonSOLE
136385101CNQCANADIAN NAT RES LTD$123,5480.04%4,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$122,4500.04%2,030CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$121,3760.04%1,640CommonSOLE
69370C100PTCPTC INC$121,3540.04%660CommonSOLE
11777Q209BTGB2GOLD CORP$120,2140.04%49,071CommonSOLE
H1467J104CBCHUBB LIMITED$118,8090.04%430CommonSOLE
22160N109CSGPCOSTAR GROUP INC$118,1230.04%1,650CommonSOLE
337738108FISVFISERV INC$117,0890.04%570CommonSOLE
883203101TXTTEXTRON INC$117,0300.04%1,530CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$114,8170.04%2,030CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$114,6090.04%1,085CommonSOLE
504922105LHLABCORP HOLDINGS INC$113,2840.04%494CommonSOLE
450913108IAGIAMGOLD CORP$113,2460.04%21,900CommonSOLE
22052L104CTVACORTEVA INC$112,9520.04%1,983CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$112,7010.04%3,156CommonSOLE
452327109ILMNILLUMINA INC$111,5810.04%835CommonSOLE
855244109SBUXSTARBUCKS CORP$111,2340.04%1,219CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$110,7040.04%740CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$109,8350.04%1,671CommonSOLE
29476L107EQREQUITY RESIDENTIAL$109,7930.04%1,530CommonNONE
05352A100AVTRAVANTOR INC$106,1930.04%5,040CommonSOLE
H42097107UBSUBS GROUP AG$105,8370.03%3,450CommonSOLE
594972408MSTRMICROSTRATEGY INC$105,7110.03%365CommonSOLE
872590104TMUST-MOBILE US INC$104,8470.03%475CommonSOLE
842587107SOSOUTHERN CO$104,5460.03%1,270CommonSOLE
42809H107HESHESS CORP$104,4130.03%785CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$102,9340.03%1,520CommonSOLE
88162G103TTEKTETRA TECH INC NEW$102,7870.03%2,580CommonSOLE
922280102VRNSVARONIS SYS INC$102,6330.03%2,310CommonSOLE
92276F100VTRVENTAS INC$102,4690.03%1,740CommonNONE
88025T102TENBTENABLE HLDGS INC$102,3880.03%2,600CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$101,9570.03%480CommonSOLE
204166102CVLTCOMMVAULT SYS INC$101,1100.03%670CommonSOLE
03831W108APPAPPLOVIN CORP$100,3870.03%310CommonSOLE
303250104FICOFAIR ISAAC CORP$99,5460.03%50CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$98,2070.03%6,600CommonSOLE
21874C102CNMCORE & MAIN INC$96,7290.03%1,900CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$96,1720.03%185CommonSOLE
94106L109WMWASTE MGMT INC DEL$94,8410.03%470CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$94,8110.03%880CommonSOLE
781154109RBRKRUBRIK INC.$94,7720.03%1,450CommonSOLE
487836108KKELLANOVA$94,7350.03%1,170CommonSOLE
58155Q103MCKMCKESSON CORP$94,0350.03%165CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$93,9670.03%1,860CommonSOLE
780087102RYROYAL BK CDA$93,4840.03%775CommonSOLE
81730H109SSENTINELONE INC$93,2400.03%4,200CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$92,7290.03%455CommonNONE
65290E101NXTNEXTRACKER INC$91,3250.03%2,500CommonSOLE
G87052109TELTE CONNECTIVITY PLC$90,0710.03%630CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$89,9260.03%1,820CommonSOLE
98978V103ZTSZOETIS INC$89,6110.03%550CommonSOLE
644535106NGDNNEW GOLD INC CDA$87,4480.03%35,000CommonSOLE
88579Y101MMM3M CO$86,4900.03%670CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$86,4000.03%7,500CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$86,3180.03%1,120CommonSOLE
36828A101GEVGE VERNOVA INC$85,5220.03%260CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$85,2910.03%750CommonSOLE
58733R102MELIMERCADOLIBRE INC$85,0220.03%50CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$85,0130.03%550CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$84,4870.03%670CommonSOLE
278865100ECLECOLAB INC$84,3550.03%360CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$83,8100.03%470CommonSOLE
443573100HUBSHUBSPOT INC$83,6120.03%120CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$83,5530.03%510CommonSOLE
049468101TEAMATLASSIAN CORPORATION$82,7490.03%340CommonSOLE
98138H101WDAYWORKDAY INC$82,5700.03%320CommonSOLE
784730103SSRMSSR MINING IN$82,4530.03%11,800CommonSOLE
172908105CTASCINTAS CORP$82,2150.03%450CommonSOLE
02209S103MOALTRIA GROUP INC$82,0950.03%1,570CommonSOLE
87971M103TUTELUS CORPORATION$81,3860.03%6,000CommonSOLE
48251W104KKRKKR & CO INC$81,3500.03%550CommonSOLE
219350105GLWCORNING INC$79,8340.03%1,680CommonSOLE
12572Q105CMECME GROUP INC$79,1900.03%341CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$79,0920.03%870CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$79,0680.03%410CommonSOLE
833445109SNOWSNOWFLAKE INC$78,7490.03%510CommonSOLE
009158106APDAIR PRODS & CHEMS INC$78,3110.03%270CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$77,1800.03%345CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$76,6200.03%310CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$76,5900.03%15,200CommonSOLE
N3167Y103RACEFERRARI N V$76,4710.03%180CommonSOLE
773122106ROCKET LAB USA INC$76,4100.03%3,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$76,0370.03%60CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$75,8040.03%223CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$75,4810.02%362CommonSOLE
609207105MDLZMONDELEZ INTL INC$75,2600.02%1,260CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$75,2200.02%265CommonSOLE
40434L105HPQHP INC$75,0490.02%2,300CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$74,9060.02%650CommonSOLE
34354P105FLSFLOWSERVE CORP$74,7760.02%1,300CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$74,5050.02%500CommonSOLE
192108504CDECOEUR MNG INC$74,3600.02%13,000CommonSOLE
291011104EMREMERSON ELEC CO$74,3580.02%600CommonSOLE
902973304USBUS BANCORP DEL$74,1370.02%1,550CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$73,8700.02%200CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$73,8640.02%2,800CommonSOLE
071813109BAXBAXTER INTL INC$73,7160.02%2,528CommonSOLE
G0403H108AONAON PLC$73,6280.02%205CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$73,5320.02%290CommonSOLE
422806208HEI/AHEICO CORP NEW$72,5710.02%390CommonSOLE
670346105NUENUCOR CORP$72,0100.02%617CommonSOLE
09062X103BIIBBIOGEN INC$71,8720.02%470CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$71,6940.02%840CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$71,5170.02%930CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$71,1480.02%60CommonSOLE
615369105MCOMOODYS CORP$71,0050.02%150CommonSOLE
896239100TRMBTRIMBLE INC$70,6600.02%1,000CommonSOLE
31428X106FDXFEDEX CORP$70,3330.02%250CommonSOLE
718546104PSXPHILLIPS 66$69,4970.02%610CommonSOLE
46187W107INVHINVITATION HOMES INC$69,3750.02%2,170CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$69,3450.02%1,150CommonSOLE
95082P105WCCWESCO INTL INC$68,7650.02%380CommonSOLE
056525108BMIBADGER METER INC$67,8780.02%320CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$67,8010.02%1,710CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$67,4090.02%3,900CommonSOLE
053332102AZOAUTOZONE INC$67,2420.02%21CommonSOLE
126408103CSXCSX CORP$67,1220.02%2,080CommonSOLE
37045V100GMGENERAL MTRS CO$66,5880.02%1,250CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$66,0640.02%400CommonSOLE
55354G100MSCIMSCI INC$66,0010.02%110CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$64,7450.02%2,300CommonNONE
59156R108METMETLIFE INC$64,6850.02%790CommonSOLE
217204106CPRTCOPART INC$64,2770.02%1,120CommonSOLE
H01301128ALCALCON AG$63,8050.02%750CommonSOLE
92936U109WPCWP CAREY INC$63,7420.02%1,170CommonNONE
G25508105CRHCRH PLC$63,3760.02%685CommonSOLE
15135U109CVECENOVUS ENERGY INC$63,2840.02%4,173CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63,0850.02%1,100CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$62,6310.02%260CommonSOLE
87612E106TGTTARGET CORP$62,1830.02%460CommonSOLE
92840M102VSTVISTRA CORP$62,0420.02%450CommonSOLE
297178105ESSESSEX PPTY TR INC$61,3700.02%215CommonNONE
25809K105DASHDOORDASH INC$61,2290.02%365CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$61,1000.02%2,350CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$61,0220.02%260CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$60,9900.02%300CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$60,7990.02%1,630CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$60,5950.02%220CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$60,4810.02%620CommonNONE
744320102PRUPRUDENTIAL FINL INC$60,4500.02%510CommonSOLE
152006102CGAUCENTERRA GOLD INC$60,3460.02%10,600CommonSOLE
816851109SRESEMPRA$59,6500.02%680CommonSOLE
380237107GDDYGODADDY INC$59,2110.02%300CommonSOLE
009066101ABNBAIRBNB INC$59,1340.02%450CommonSOLE
366651107ITGARTNER INC$58,1360.02%120CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$57,6730.02%250CommonSOLE
26884L109EQTEQT CORP$57,6380.02%1,250CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$57,6220.02%750CommonSOLE
311900104FASTFASTENAL CO$57,5280.02%800CommonSOLE
778296103ROSTROSS STORES INC$57,4830.02%380CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$57,1660.02%330CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$56,8050.02%500CommonSOLE
N14506104ESTCELASTIC N V$56,4760.02%570CommonSOLE
370334104GISGENERAL MLS INC$56,1180.02%880CommonSOLE
704326107PAYXPAYCHEX INC$56,0880.02%400CommonSOLE
891160509TDTORONTO DOMINION BK ONT$55,9250.02%1,050CommonSOLE
231021106CMICUMMINS INC$55,7760.02%160CommonSOLE
09228F103BBBLACKBERRY LTD$55,4800.02%14,600CommonSOLE
501044101KRKROGER CO$55,0350.02%900CommonSOLE
020002101ALLALLSTATE CORP$54,9450.02%285CommonSOLE
16411R208LNGCHENIERE ENERGY INC$54,7920.02%255CommonSOLE
418100103HCP2EURHASHICORP INC$54,7360.02%1,600CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$54,6260.02%220CommonSOLE
74762E102QUREQUANTA SVCS INC$53,7290.02%170CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$53,6860.02%120CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$53,6720.02%680CommonSOLE
87612G101TRGPTARGA RES CORP$53,5500.02%300CommonSOLE
18467V109YOUCLEAR SECURE INC$53,2800.02%2,000CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$53,0860.02%48CommonSOLE
29364G103ETRENTERGY CORP NEW$53,0740.02%700CommonSOLE
806857108SLBSCHLUMBERGER LTD$52,7560.02%1,376CommonSOLE
384802104GWWGRAINGER W W INC$52,7030.02%50CommonSOLE
369550108GDGENERAL DYNAMICS CORP$52,6980.02%200CommonSOLE
60770K107MRNAMODERNA INC$52,5990.02%1,265CommonSOLE
760759100RSGREPUBLIC SVCS INC$52,3070.02%260CommonSOLE
D18190898DBDEUTSCHE BANK A G$52,0110.02%3,000CommonSOLE
74758T303QLYSQUALYS INC$51,8810.02%370CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$51,6850.02%1,260CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$51,4880.02%300CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$51,4780.02%87CommonSOLE
858119100STLDSTEEL DYNAMICS INC$51,3310.02%450CommonSOLE
579780206MKCMCCORMICK & CO INC$51,0810.02%670CommonSOLE
852234103XYZBLOCK INC$50,9940.02%600CommonSOLE
88339J105TTDTHE TRADE DESK INC$50,5380.02%430CommonSOLE
67077M108NTRNUTRIEN LTD$50,1360.02%1,120CommonSOLE
693718108PCARPACCAR INC$49,9300.02%480CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$49,7950.02%380CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$49,7860.02%1,550CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$49,4060.02%940CommonSOLE
49446R109KIMKIMCO RLTY CORP$49,2030.02%2,100CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$49,1580.02%640CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$48,4620.02%600CommonSOLE
69331C108PCGPG&E CORP$48,4320.02%2,400CommonSOLE
12532H104GIBCGI INC$48,1630.02%440CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$47,8610.02%260CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$47,7980.02%270CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$47,6330.02%135CommonSOLE
98954M200ZZILLOW GROUP INC$47,3920.02%640CommonSOLE
682680103OKEONEOK INC NEW$47,1880.02%470CommonSOLE
443201108HWMHOWMET AEROSPACE INC$47,0290.02%430CommonSOLE
49177J102KVUEKENVUE INC$46,9700.02%2,200CommonSOLE
25746U109DDOMINION ENERGY INC$46,8580.02%870CommonSOLE
89832Q109TFCTRUIST FINL CORP$46,7200.02%1,077CommonSOLE
56501R106MFCMANULIFE FINL CORP$46,5000.02%1,513CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$46,4280.02%2,650CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$46,3080.02%862CommonSOLE
878742204TECKTECK RESOURCES LTD$46,2390.02%1,140CommonSOLE
969457100WMBWILLIAMS COS INC$46,0020.02%850CommonSOLE
11271J107BNBROOKFIELD CORP$46,0010.02%800CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$45,9540.02%690CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$45,8220.02%1,400CommonSOLE
911363109URIUNITED RENTALS INC$45,7890.02%65CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$45,7200.02%2,380CommonSOLE
001055102AFLAFLAC INC$45,5140.02%440CommonSOLE
281020107EIXEDISON INTL$45,5090.02%570CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$45,1930.01%490CommonSOLE
55261F104MTBM & T BK CORP$45,1220.01%240CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$44,9040.01%1,200CommonNONE
243537107DECKDECKERS OUTDOOR CORP$44,6800.01%220CommonSOLE
941848103WATWATERS CORP$44,5180.01%120CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$44,4080.01%610CommonSOLE
758849103REGREGENCY CTRS CORP$44,3580.01%600CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$44,3010.01%649CommonSOLE
29250N105ENBENBRIDGE INC$43,7350.01%1,030CommonSOLE
48123V102ZDZIFF DAVIS INC$43,4720.01%800CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$43,3440.01%900CommonNONE
902653104UDRUDR INC$42,5420.01%980CommonNONE
101121101BXPBXP INC$42,3850.01%570CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$42,2870.01%135CommonSOLE
526057104LENLENNAR CORP$42,2750.01%310CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$42,1970.01%570CommonSOLE
23331A109DHID R HORTON INC$41,9460.01%300CommonSOLE
115236101BROBROWN & BROWN INC$41,8280.01%410CommonSOLE
133131102CPTCAMDEN PPTY TR$41,7740.01%360CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$41,5530.01%2,050CommonNONE
988498101YUMYUM BRANDS INC$40,7850.01%304CommonSOLE
345370860FFORD MTR CO$40,5900.01%4,100CommonSOLE
56585A102MPCMARATHON PETE CORP$40,4550.01%290CommonSOLE
422806109HEIHEICO CORP NEW$40,4160.01%170CommonSOLE
12514G108CDWCDW CORP$40,3770.01%232CommonSOLE
91913Y100VLOVALERO ENERGY CORP$40,2100.01%328CommonSOLE
771049103RBLXROBLOX CORP$39,9230.01%690CommonSOLE
H50430232LOGILOGITECH INTL S A$39,8480.01%480CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$39,7950.01%750CommonSOLE
866674104SUISUN CMNTYS INC$39,3500.01%320CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$39,2670.01%424CommonSOLE
98389B100XELXCEL ENERGY INC$39,1620.01%580CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$39,1580.01%32CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$39,0900.01%500CommonSOLE
03945R102ACHRARCHER AVIATION INC$39,0000.01%4,000CommonSOLE
871829107SYYSYSCO CORP$38,9950.01%510CommonSOLE
64115T104NTCTNETSCOUT SYS INC$38,9880.01%1,800CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$38,7370.01%75CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$38,3600.01%1,400CommonSOLE
03076C106AMPAMERIPRISE FINL INC$38,3350.01%72CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$38,2900.01%350CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$38,0200.01%450CommonSOLE
615394202MOG/AMOOG INC$37,4000.01%190CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$37,3620.01%109CommonSOLE
45687V106IRINGERSOLL RAND INC$37,0890.01%410CommonSOLE
002121101ATENA10 NETWORKS INC$36,8000.01%2,000CommonSOLE
980745103WWDWOODWARD INC$36,6120.01%220CommonSOLE
30161N101EXCEXELON CORP$36,5110.01%970CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$36,4900.01%2,050CommonSOLE
351858105FNVFRANCO NEV CORP$36,4440.01%310CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$36,2450.01%200CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$36,1760.01%2,660CommonSOLE
125269100CFCF INDS HLDGS INC$35,8340.01%420CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$35,5110.01%420CommonSOLE
631103108NDAQNASDAQ INC$34,7890.01%450CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$34,7690.01%480CommonSOLE
753422104RPDRAPID7 INC$34,5980.01%860CommonSOLE
278642103EBAYEBAY INC.$34,5680.01%558CommonSOLE
063671101BMOBANK MONTREAL QUE$33,9930.01%350CommonSOLE
008073108AVAVAEROVIRONMENT INC$33,8560.01%220CommonSOLE
30063P105EXKEXACT SCIENCES CORP$33,7140.01%600CommonSOLE
03073E105CORCENCORA INC$33,7020.01%150CommonSOLE
929160109VMCVULCAN MATLS CO$33,4400.01%130CommonSOLE
500754106KHCKRAFT HEINZ CO$33,1670.01%1,080CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$32,3160.01%600CommonSOLE
693506107PPGPPG INDS INC$32,2510.01%270CommonSOLE
682189105ONON SEMICONDUCTOR CORP$32,1560.01%510CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$31,4910.01%413CommonSOLE
86771W105RUNSUNRUN INC$31,4500.01%3,400CommonSOLE
256163106DOCUDOCUSIGN INC$30,5800.01%340CommonSOLE
136375102CNICANADIAN NATL RY CO$30,4770.01%300CommonSOLE
224408104CRCRANE COMPANY$30,3500.01%200CommonSOLE
26152H301DRDDRDGOLD LIMITED$30,2050.01%3,500CommonSOLE
47759T100JKSJINKOSOLAR HLDG CO LTD$29,8800.01%1,200CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$29,8650.01%300CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$29,7000.01%500CommonSOLE
857477103STTSTATE STR CORP$29,4450.01%300CommonSOLE
353514102FELEFRANKLIN ELEC INC$29,2350.01%300CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$29,1110.01%460CommonSOLE
92343E102VRSNVERISIGN INC$28,9740.01%140CommonSOLE
260557103DOWDOW INC$28,8940.01%720CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$28,8320.01%50CommonSOLE
427866108HSYHERSHEY CO$28,7900.01%170CommonSOLE
70202L102PSNPARSONS CORP DEL$28,5980.01%310CommonSOLE
929740108WABWABTEC$28,4390.01%150CommonSOLE
453038408IMOIMPERIAL OIL LTD$28,3620.01%460CommonSOLE
260003108DOVDOVER CORP$28,1400.01%150CommonSOLE
209115104EDCONSOLIDATED EDISON INC$28,1070.01%315CommonSOLE
233331107DTEDTE ENERGY CO$27,7730.01%230CommonSOLE
69047Q102OVVOVINTIV INC$27,5400.01%680CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$27,3070.01%170CommonSOLE
624758108MWAMUELLER WTR PRODS INC$27,0000.01%1,200CommonSOLE
759509102RSRELIANCE INC$26,9260.01%100CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$26,7410.01%121CommonSOLE
444859102HUMHUMANA INC$26,6400.01%105CommonSOLE
729132100PLXSPLEXUS CORP$26,6020.01%170CommonSOLE
M6191J100FROGJFROG LTD$26,4690.01%900CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$26,4600.01%150CommonSOLE
651587107NEUNEWMARKET CORP$26,4170.01%50CommonSOLE
69351T106PPLPPL CORP$25,9680.01%800CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$25,7210.01%90CommonSOLE
294429105EFXEQUIFAX INC$25,4850.01%100CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$25,4310.01%300CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$25,2980.01%830CommonSOLE
98311A105WHWYNDHAM HOTELS & RESORTS INC$25,1980.01%250CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$25,0300.01%290CommonSOLE
87807B107TRPTC ENERGY CORP$24,8030.01%532CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$24,7780.01%380CommonSOLE
526107107LIILENNOX INTL INC$24,3720.01%40CommonSOLE

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.