MondegarAI
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Q1 2025 · 13F-HR

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAholdings as filed

Filed 2025-08-14 · accession 0002071170-25-000020

$293.3M
Reported value
654
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 654

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$27.8M9.46%73,945CommonSOLE
67066G104NVDANVIDIA CORPORATION$24.3M8.28%223,983CommonSOLE
037833100AAPLAPPLE INC$16.7M5.70%75,284CommonSOLE
023135106AMZNAMAZON COM INC$14.2M4.84%74,574CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$11.9M4.05%23,997CommonSOLE
872540109TJXTJX COS INC NEW$10.4M3.55%85,375CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$9.7M3.32%46,483CommonSOLE
02079K305GOOGLALPHABET INC$9.5M3.24%61,356CommonSOLE
654106103NKENIKE INC$8.4M2.87%132,698CommonSOLE
79466L302CRMSALESFORCE INC$7.9M2.71%29,563CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.9M2.68%46,132CommonSOLE
00724F101ADBEADOBE INC$7.7M2.64%20,168CommonSOLE
252131107DXCMDEXCOM INC$6.6M2.26%97,118CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$4.3M1.48%20,977CommonSOLE
60937P106MDBMONGODB INC$4.0M1.38%23,060CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3.7M1.27%7,109CommonSOLE
651639106NEMNEWMONT CORP$3.1M1.07%64,725CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$3.0M1.03%5,762CommonSOLE
00287Y109ABBVABBVIE INC$2.8M0.97%13,538CommonSOLE
067901108ABXBARRICK GOLD CORP$2.8M0.94%141,231CommonSOLE
532457108LLYELI LILLY & CO$2.7M0.93%3,311CommonSOLE
464287432TLTISHARES TR$2.7M0.91%29,300CommonNONE
18915M107NETCLOUDFLARE INC$2.4M0.81%20,970CommonSOLE
336433107FSLRFIRST SOLAR INC$2.2M0.74%17,136CommonSOLE
031162100AMGNAMGEN INC$2.2M0.74%6,945CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.68%5,680CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$1.8M0.62%16,674CommonSOLE
72703X106PLPLANET LABS PBC$1.6M0.55%475,500CommonSOLE
046353108AZNNASTRAZENECA PLC$1.6M0.54%21,550CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.53%9,332CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.53%9,292CommonSOLE
30303M102METAMETA PLATFORMS INC$1.5M0.52%2,650CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.5M0.52%12,840CommonSOLE
46434V407SHYGISHARES TR$1.4M0.48%33,500CommonNONE
13321L108CCJCAMECO CORP$1.4M0.47%33,250CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.3M0.45%21,436CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.2M0.41%10,802CommonSOLE
002824100ABTABBOTT LABS$1.2M0.41%9,055CommonSOLE
92826C839VVISA INC$1.1M0.39%3,270CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.37%17,535CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.1M0.37%12,420CommonSOLE
98980G102ZSZSCALER INC$1.0M0.34%5,083CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.0M0.34%2,069CommonSOLE
58933Y105MRKMERCK & CO INC$963,1250.33%10,730CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$920,4290.31%9,124CommonSOLE
166764100CVXCHEVRON CORP NEW$841,4690.29%5,030CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$835,4700.28%1,679CommonSOLE
02079K107GOOGALPHABET INC$815,5210.28%5,220CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$809,5730.28%1,477CommonSOLE
88160R101TSLATESLA INC$790,4380.27%3,050CommonSOLE
64110L106NFLXNETFLIX INC$765,6070.26%821CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$745,6120.25%1,400CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$738,3530.25%3,010CommonSOLE
98419M100XYLXYLEM INC$707,0840.24%5,919CommonSOLE
29444U700EQIXEQUINIX INC$688,9710.23%845CommonNONE
550021109LULULULULEMON ATHLETICA INC$658,1150.22%2,325CommonSOLE
235851102DHRDANAHER CORPORATION$658,0500.22%3,210CommonSOLE
717081103PFEPFIZER INC$584,5940.20%23,070CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$583,2290.20%15,712CommonSOLE
40412C101HCAHCA HEALTHCARE INC$564,2830.19%1,633CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$563,0840.19%7,235CommonSOLE
036752103ELVELEVANCE HEALTH INC$553,7040.19%1,273CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$549,2870.19%2,410CommonSOLE
496902404KGCKINROSS GOLD CORP$520,5860.18%41,200CommonSOLE
34959E109FTNTFORTINET INC$493,8140.17%5,130CommonSOLE
863667101SYKSTRYKER CORPORATION$485,7860.17%1,305CommonSOLE
126650100CVSCVS HEALTH CORP$484,6160.17%7,153CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$464,0790.16%1,060CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$463,4320.16%490CommonSOLE
74340W103PLDPROLOGIS INC.$457,2210.16%4,090CommonNONE
38059T106GFIGOLD FIELDS LTD$452,8450.15%20,500CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$444,6570.15%1,425CommonSOLE
464287762IYHISHARES TR$440,3210.15%7,230CommonNONE
882508104TXNTEXAS INSTRS INC$438,4680.15%2,440CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$434,1120.15%1,995CommonNONE
125523100CITHE CIGNA GROUP$432,9640.15%1,316CommonSOLE
011532108AGIALAMOS GOLD INC NEW$424,7400.14%15,850CommonSOLE
742718109PGPROCTER AND GAMBLE CO$424,3460.14%2,490CommonSOLE
G5960L103MDTMEDTRONIC PLC$423,2410.14%4,710CommonSOLE
20825C104COPCONOCOPHILLIPS$417,3490.14%3,974CommonSOLE
931142103WMTWALMART INC$415,2470.14%4,730CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$407,2900.14%1,205CommonSOLE
95040Q104WELLWELLTOWER INC$401,4100.14%2,620CommonNONE
75513E101RTXRTX CORPORATION$400,0290.14%3,020CommonSOLE
437076102HDHOME DEPOT INC$393,9770.13%1,075CommonSOLE
68389X105ORCLORACLE CORP$387,2740.13%2,770CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$382,9360.13%1,540CommonSOLE
464287515IGVISHARES TR$374,2200.13%4,200CommonNONE
097023105BABOEING CO$361,5660.12%2,120CommonSOLE
075887109BDXBECTON DICKINSON & CO$359,6240.12%1,570CommonSOLE
23804L103DDOGDATADOG INC$352,6920.12%3,555CommonSOLE
668771108GENGEN DIGITAL INC$341,0390.12%12,850CommonSOLE
438516106HONHONEYWELL INTL INC$332,4470.11%1,570CommonSOLE
679295105OKTAOKTA INC$328,2860.11%3,120CommonSOLE
458140100INTCINTEL CORP$328,1600.11%14,450CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$317,1150.11%500CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$313,7630.11%1,162CommonSOLE
191216100KOCOCA COLA CO$305,8170.10%4,270CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$301,3080.10%20,400CommonSOLE
81762P102NOWSERVICENOW INC$298,5520.10%375CommonSOLE
747525103QCOMQUALCOMM INC$298,0030.10%1,940CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$297,9320.10%3,530CommonSOLE
060505104BACBANK AMERICA CORP$292,1100.10%7,000CommonSOLE
461202103INTUINTUIT$291,6450.10%475CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$285,6170.10%2,780CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$279,1940.10%625CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$275,6130.09%2,220CommonSOLE
29355A107ENPHENPHASE ENERGY INC$271,7790.09%4,380CommonSOLE
052769106ADSKAUTODESK INC$259,1820.09%990CommonSOLE
04016X101ARGXARGENX SE$257,4610.09%435CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$256,0050.09%500CommonSOLE
244199105DEDEERE & CO$252,9800.09%539CommonSOLE
718172109PMPHILIP MORRIS INTL INC$249,2060.08%1,570CommonSOLE
949746101WMT2WELLS FARGO CO NEW$246,9580.08%3,440CommonSOLE
03662Q105AKXANSYS INC$245,3340.08%775CommonSOLE
871607107SNPSSYNOPSYS INC$244,4440.08%570CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$244,1380.08%1,470CommonNONE
701094104PHPARKER-HANNIFIN CORP$243,1400.08%400CommonSOLE
580135101MCDMCDONALDS CORP$235,8390.08%755CommonSOLE
369604301GEGE AEROSPACE$234,1760.08%1,170CommonSOLE
756109104OREALTY INCOME CORP$229,1400.08%3,950CommonNONE
G54950103LINLINDE PLC$228,1640.08%490CommonSOLE
22822V101CCICROWN CASTLE INC$225,1370.08%2,160CommonNONE
00206R102TAT&T INC$223,4120.08%7,900CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$222,3700.08%1,170CommonSOLE
H2906T109GRMNGARMIN LTD$217,1300.07%1,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$216,7620.07%910CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$216,7170.07%14,100CommonSOLE
436440101HO1HOLOGIC INC$213,6010.07%3,458CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$212,3190.07%1,815CommonSOLE
26875P101EOGEOG RES INC$209,0310.07%1,630CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$204,6100.07%1,850CommonSOLE
253868103DLRDIGITAL RLTY TR INC$202,0390.07%1,410CommonNONE
12504L109CBRECBRE GROUP INC$201,4010.07%1,540CommonSOLE
713448108PEPPEPSICO INC$200,9200.07%1,340CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$196,6640.07%360CommonSOLE
038222105AMATAPPLIED MATLS INC$195,9120.07%1,350CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$195,0480.07%4,300CommonSOLE
45337C102INCYINCYTE CORP$193,4570.07%3,195CommonSOLE
032654105ADIANALOG DEVICES INC$189,5700.06%940CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$187,4690.06%1,170CommonSOLE
15135B101CNCCENTENE CORP DEL$183,1620.06%3,017CommonSOLE
384109104GGGGRACO INC$182,8870.06%2,190CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$182,7860.06%1,615CommonSOLE
743315103PGRPROGRESSIVE CORP$182,5410.06%645CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$181,6640.06%365CommonSOLE
761152107RMDRESMED INC$181,0950.06%809CommonSOLE
922475108VEEVVEEVA SYS INC$179,7450.06%776CommonSOLE
512807306LRCXLAM RESEARCH CORP$178,1150.06%2,450CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$177,9050.06%2,210CommonSOLE
254687106DISDISNEY WALT CO$176,6730.06%1,790CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$176,5810.06%590CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$175,0630.06%38CommonSOLE
92338C103VLTOVERALTO CORP$174,5330.06%1,791CommonSOLE
025816109AXPAMERICAN EXPRESS CO$172,1920.06%640CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$170,8170.06%4,720CommonSOLE
78409V104SPGIS&P GLOBAL INC$170,2140.06%335CommonSOLE
617446448MSMORGAN STANLEY$167,4210.06%1,435CommonSOLE
450913108IAGIAMGOLD CORP$167,1030.06%26,700CommonSOLE
82509L107SHOPSHOPIFY INC$166,9700.06%1,750CommonSOLE
45168D104IDXXIDEXX LABS INC$165,8800.06%395CommonSOLE
192108504CDECOEUR MNG INC$165,7600.06%28,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$165,7220.06%940CommonSOLE
11777Q209BTGB2GOLD CORP$163,3390.06%57,302CommonSOLE
149123101CATCATERPILLAR INC$163,2510.06%495CommonSOLE
031100100AMEAMETEK INC$160,9510.05%935CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$160,1610.05%9,500CommonSOLE
65339F101NEENEXTERA ENERGY INC$157,3760.05%2,220CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$157,3430.05%2,010CommonSOLE
482480100KLACKLA CORP$156,3540.05%230CommonSOLE
032095101APHAMPHENOL CORP NEW$155,4480.05%2,370CommonSOLE
337738108FISVFISERV INC$152,3730.05%690CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$150,3040.05%3,970CommonSOLE
136385101CNQCANADIAN NAT RES LTD$149,6740.05%4,850CommonSOLE
09290D101BLKBLACKROCK INC$149,5440.05%158CommonSOLE
22160N109CSGPCOSTAR GROUP INC$148,1600.05%1,870CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$147,9060.05%2,030CommonSOLE
20030N101CMCSACOMCAST CORP NEW$147,7840.05%4,005CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$147,0150.05%685CommonNONE
925652109VICIVICI PPTYS INC$145,8110.05%4,470CommonNONE
907818108UNPUNION PAC CORP$145,2880.05%615CommonSOLE
172967424CCITIGROUP INC$141,9800.05%2,000CommonSOLE
G7S00T104PNRPENTAIR PLC$141,7180.05%1,620CommonSOLE
69370C100PTCPTC INC$141,0050.05%910CommonSOLE
92276F100VTRVENTAS INC$138,8950.05%2,020CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$137,3380.05%540CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$135,1260.05%910CommonNONE
883203101TXTTEXTRON INC$133,6630.05%1,850CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$133,0310.05%19,300CommonSOLE
29476L107EQREQUITY RESIDENTIAL$132,4230.05%1,850CommonNONE
040413205ANETARISTA NETWORKS INC$130,9410.04%1,690CommonSOLE
H1467J104CBCHUBB LIMITED$129,8560.04%430CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$129,8500.04%425CommonSOLE
644535106NGDNNEW GOLD INC CDA$129,7710.04%35,000CommonSOLE
548661107LOWLOWES COS INC$129,4430.04%555CommonSOLE
872590104TMUST-MOBILE US INC$128,0210.04%480CommonSOLE
922280102VRNSVARONIS SYS INC$127,4170.04%3,150CommonSOLE
204166102CVLTCOMMVAULT SYS INC$126,2080.04%800CommonSOLE
42809H107HESHESS CORP$125,3880.04%785CommonSOLE
H42097107UBSUBS GROUP AG$125,0830.04%4,100CommonSOLE
22052L104CTVACORTEVA INC$124,7900.04%1,983CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$123,8800.04%3,190CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$123,8100.04%2,030CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$120,2440.04%1,701CommonSOLE
855244109SBUXSTARBUCKS CORP$119,5720.04%1,219CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$118,8050.04%540CommonNONE
92556V106VTRSVIATRIS INC$118,7520.04%13,634CommonSOLE
46284V101IRMIRON MTN INC DEL$118,7350.04%1,380CommonNONE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$117,2250.04%7,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$117,1340.04%480CommonSOLE
842587107SOSOUTHERN CO$116,7760.04%1,270CommonSOLE
780087102RYROYAL BK CDA$114,2170.04%1,011CommonSOLE
88025T102TENBTENABLE HLDGS INC$113,6850.04%3,250CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$112,7560.04%205CommonSOLE
26884L109EQTEQT CORP$111,6690.04%2,090CommonSOLE
58155Q103MCKMCKESSON CORP$111,0430.04%165CommonSOLE
784730103SSRMSSR MINING IN$110,5490.04%11,000CommonSOLE
781154109RBRKRUBRIK INC.$109,7640.04%1,800CommonSOLE
94106L109WMWASTE MGMT INC DEL$108,8100.04%470CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$107,5700.04%1,520CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$107,3340.04%880CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$105,8050.04%303CommonSOLE
65290E101NXTNEXTRACKER INC$105,3500.04%2,500CommonSOLE
594972408MSTRMICROSTRATEGY INC$105,2190.04%365CommonSOLE
09260D107BXBLACKSTONE INC$103,4370.04%740CommonSOLE
G29183103ETNEATON CORP PLC$103,2950.04%380CommonSOLE
09062X103BIIBBIOGEN INC$102,6300.03%750CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$101,4050.03%3,350CommonSOLE
579780206MKCMCCORMICK & CO INC$101,2410.03%1,230CommonSOLE
88579Y101MMM3M CO$98,3960.03%670CommonSOLE
58733R102MELIMERCADOLIBRE INC$97,5440.03%50CommonSOLE
487836108KKELLANOVA$96,5130.03%1,170CommonSOLE
969457100WMBWILLIAMS COS INC$96,2140.03%1,610CommonSOLE
46187W107INVHINVITATION HOMES INC$94,7920.03%2,720CommonNONE
896239100TRMBTRIMBLE INC$94,5360.03%1,440CommonSOLE
02209S103MOALTRIA GROUP INC$94,2310.03%1,570CommonSOLE
N3167Y103RACEFERRARI N V$94,1340.03%220CommonSOLE
98138H101WDAYWORKDAY INC$93,4120.03%400CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$93,2900.03%1,890CommonSOLE
152006102CGAUCENTERRA GOLD INC$92,2650.03%14,500CommonSOLE
303250104FICOFAIR ISAAC CORP$92,2080.03%50CommonSOLE
21874C102CNMCORE & MAIN INC$91,7890.03%1,900CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$91,7640.03%370CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$91,4890.03%265CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$91,3850.03%155CommonSOLE
278865100ECLECOLAB INC$91,2670.03%360CommonSOLE
98978V103ZTSZOETIS INC$90,5580.03%550CommonSOLE
12572Q105CMECME GROUP INC$90,4640.03%341CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$90,1920.03%820CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$89,3980.03%290CommonSOLE
504922105LHLABCORP HOLDINGS INC$89,3720.03%384CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$89,2990.03%1,860CommonSOLE
81730H109SSENTINELONE INC$88,9000.03%4,890CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$88,8170.03%530CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$87,8400.03%3,000CommonNONE
833445109SNOWSNOWFLAKE INC$87,6960.03%600CommonSOLE
G87052109TELTE CONNECTIVITY PLC$87,6180.03%620CommonSOLE
87971M103TUTELUS CORPORATION$87,6040.03%6,090CommonSOLE
03831W108APPAPPLOVIN CORP$87,4400.03%330CommonSOLE
071813109BAXBAXTER INTL INC$86,5330.03%2,528CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$86,2500.03%500CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$85,9550.03%60CommonSOLE
632307104NTRANATERA INC$84,8460.03%600CommonSOLE
297178105ESSESSEX PPTY TR INC$84,3070.03%275CommonNONE
14040H105COFCAPITAL ONE FINL CORP$84,2710.03%470CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$83,1320.03%2,800CommonSOLE
893641100TDGTRANSDIGM GROUP INC$82,9970.03%60CommonSOLE
609207105MDLZMONDELEZ INTL INC$82,7770.03%1,220CommonSOLE
422806208HEI/AHEICO CORP NEW$82,2780.03%390CommonSOLE
G0403H108AONAON PLC$81,8130.03%205CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$81,7830.03%810CommonSOLE
05352A100AVTRAVANTOR INC$81,6980.03%5,040CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$81,5390.03%510CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$81,5190.03%870CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$79,6770.03%950CommonSOLE
009158106APDAIR PRODS & CHEMS INC$79,6280.03%270CommonSOLE
36828A101GEVGE VERNOVA INC$79,3730.03%260CommonSOLE
48251W104KKRKKR & CO INC$78,6150.03%680CommonSOLE
219350105GLWCORNING INC$77,8260.03%1,700CommonSOLE
95082P105WCCWESCO INTL INC$77,6500.03%500CommonSOLE
172908105CTASCINTAS CORP$76,0460.03%370CommonSOLE
88162G103TTEKTETRA TECH INC NEW$75,4650.03%2,580CommonSOLE
718546104PSXPHILLIPS 66$75,3230.03%610CommonSOLE
773122106ROCKET LAB USA INC$74,5600.03%4,170CommonSOLE
670346105NUENUCOR CORP$74,2500.03%617CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$74,2050.03%970CommonSOLE
92936U109WPCWP CAREY INC$73,8390.03%1,170CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$73,8090.03%1,470CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$73,5720.03%1,200CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$73,1050.02%840CommonSOLE
049468101TEAMATLASSIAN CORPORATION$72,1510.02%340CommonSOLE
422806109HEIHEICO CORP NEW$72,1410.02%270CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$72,0660.02%410CommonSOLE
D18190898DBDEUTSCHE BANK A G$70,8740.02%3,000CommonSOLE
H01301128ALCALCON AG$70,8660.02%750CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$70,5400.02%310CommonSOLE
615369105MCOMOODYS CORP$69,8530.02%150CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$69,1650.02%1,060CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$69,0690.02%205CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$68,7600.02%260CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$67,0460.02%2,350CommonSOLE
74758T303QLYSQUALYS INC$66,7430.02%530CommonSOLE
25809K105DASHDOORDASH INC$66,7110.02%365CommonSOLE
452327109ILMNILLUMINA INC$66,2490.02%835CommonSOLE
291011104EMREMERSON ELEC CO$65,7840.02%600CommonSOLE
902973304USBUS BANCORP DEL$65,4410.02%1,550CommonSOLE
878742204TECKTECK RESOURCES LTD$65,0300.02%1,780CommonSOLE
891160509TDTORONTO DOMINION BK ONT$63,8840.02%1,063CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$63,6000.02%48CommonSOLE
34354P105FLSFLOWSERVE CORP$63,4920.02%1,300CommonSOLE
59156R108METMETLIFE INC$63,4290.02%790CommonSOLE
217204106CPRTCOPART INC$63,3810.02%1,120CommonSOLE
760759100RSGREPUBLIC SVCS INC$62,9620.02%260CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$62,4530.02%3,900CommonSOLE
55354G100MSCIMSCI INC$62,2050.02%110CommonSOLE
704326107PAYXPAYCHEX INC$61,7120.02%400CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$61,5810.02%260CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$61,2260.02%550CommonSOLE
126408103CSXCSX CORP$61,2140.02%2,080CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$61,1760.02%300CommonSOLE
053332102AZOAUTOZONE INC$61,0040.02%16CommonSOLE
31428X106FDXFEDEX CORP$60,9450.02%250CommonSOLE
501044101KRKROGER CO$60,9210.02%900CommonSOLE
40434L105HPQHP INC$60,9180.02%2,200CommonSOLE
056525108BMIBADGER METER INC$60,8800.02%320CommonSOLE
941848103WATWATERS CORP$60,8140.02%165CommonSOLE
693718108PCARPACCAR INC$60,3690.02%620CommonSOLE
G25508105CRHCRH PLC$60,2590.02%685CommonSOLE
87612G101TRGPTARGA RES CORP$60,1410.02%300CommonSOLE
29364G103ETRENTERGY CORP NEW$59,8430.02%700CommonSOLE
89832Q109TFCTRUIST FINL CORP$59,6670.02%1,450CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$59,2470.02%650CommonSOLE
020002101ALLALLSTATE CORP$59,0150.02%285CommonSOLE
16411R208LNGCHENIERE ENERGY INC$59,0070.02%255CommonSOLE
37045V100GMGENERAL MTRS CO$58,7870.02%1,250CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$58,6460.02%300CommonSOLE
15135U109CVECENOVUS ENERGY INC$58,6410.02%4,207CommonSOLE
624758108MWAMUELLER WTR PRODS INC$58,4660.02%2,300CommonSOLE
806857108SLBSCHLUMBERGER LTD$57,5170.02%1,376CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$57,5070.02%362CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$57,4650.02%285CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$57,3560.02%620CommonNONE
902252105TYLTYLER TECHNOLOGIES INC$56,9760.02%98CommonSOLE
744320102PRUPRUDENTIAL FINL INC$56,9570.02%510CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$56,4970.02%700CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$56,3310.02%330CommonSOLE
858119100STLDSTEEL DYNAMICS INC$56,2860.02%450CommonSOLE
443201108HWMHOWMET AEROSPACE INC$55,7840.02%430CommonSOLE
67077M108NTRNUTRIEN LTD$55,7490.02%1,120CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$55,3770.02%1,260CommonSOLE
09228F103BBBLACKBERRY LTD$55,1510.02%14,600CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$55,0090.02%940CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$54,7760.02%400CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$54,7720.02%630CommonSOLE
369550108GDGENERAL DYNAMICS CORP$54,5160.02%200CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$54,4750.02%680CommonSOLE
443573100HUBSHUBSPOT INC$54,2730.02%95CommonSOLE
26152H301DRDDRDGOLD LIMITED$54,1450.02%3,500CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$54,0440.02%380CommonSOLE
380237107GDDYGODADDY INC$54,0420.02%300CommonSOLE
009066101ABNBAIRBNB INC$53,7570.02%450CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$53,7570.02%1,630CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$53,5420.02%490CommonSOLE
N14506104ESTCELASTIC N V$53,4600.02%600CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$53,0410.02%1,550CommonSOLE
92840M102VSTVISTRA CORP$52,8480.02%450CommonSOLE
49177J102KVUEKENVUE INC$52,7560.02%2,200CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$52,6720.02%640CommonSOLE
370334104GISGENERAL MLS INC$52,6150.02%880CommonSOLE
353514102FELEFRANKLIN ELEC INC$52,5730.02%560CommonSOLE
366651107ITGARTNER INC$52,4680.02%125CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$52,3600.02%1,400CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$52,0840.02%740CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$51,8470.02%1,710CommonSOLE
18467V109YOUCLEAR SECURE INC$51,8200.02%2,000CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$51,3600.02%250CommonSOLE
001055102AFLAFLAC INC$51,1470.02%460CommonSOLE
115236101BROBROWN & BROWN INC$51,0040.02%410CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$50,9750.02%530CommonSOLE
03076C106AMPAMERIPRISE FINL INC$50,8320.02%105CommonSOLE
127097103CTRACOTERRA ENERGY INC$50,5750.02%1,750CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$50,4580.02%87CommonSOLE
45687V106IRINGERSOLL RAND INC$50,4190.02%630CommonSOLE
231021106CMICUMMINS INC$50,1500.02%160CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$49,5970.02%360CommonSOLE
384802104GWWGRAINGER W W INC$49,3910.02%50CommonSOLE
857477103STTSTATE STR CORP$49,2410.02%550CommonSOLE
351858105FNVFRANCO NEV CORP$48,8990.02%310CommonSOLE
136375102CNICANADIAN NATL RY CO$48,8000.02%500CommonSOLE
25746U109DDOMINION ENERGY INC$48,7810.02%870CommonSOLE
778296103ROSTROSS STORES INC$48,5600.02%380CommonSOLE
816851109SRESEMPRA$48,5250.02%680CommonSOLE
64110D104NTAPNETAPP INC$48,3120.02%550CommonSOLE
023608102AEEAMEREN CORP$48,1920.02%480CommonSOLE
87612E106TGTTARGET CORP$48,0060.02%460CommonSOLE
92939U106WECWEC ENERGY GROUP INC$47,9510.02%440CommonSOLE
988498101YUMYUM BRANDS INC$47,8370.02%304CommonSOLE
56501R106MFCMANULIFE FINL CORP$47,7510.02%1,528CommonSOLE
285512109EAELECTRONIC ARTS INC$47,6920.02%330CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$47,6190.02%160CommonSOLE
69351T106PPLPPL CORP$46,9430.02%1,300CommonSOLE
682680103OKEONEOK INC NEW$46,6330.02%470CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$46,0230.02%690CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$45,8100.02%900CommonNONE
29250N105ENBENBRIDGE INC$45,7200.02%1,030CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$45,6240.02%1,670CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$45,6230.02%135CommonSOLE
929160109VMCVULCAN MATLS CO$45,4940.02%195CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$45,3720.02%1,200CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$44,8080.02%600CommonSOLE
30161N101EXCEXELON CORP$44,6980.02%970CommonSOLE
49446R109KIMKIMCO RLTY CORP$44,6040.02%2,100CommonNONE
902653104UDRUDR INC$44,2670.02%980CommonNONE
758849103REGREGENCY CTRS CORP$44,2560.02%600CommonNONE
008073108AVAVAEROVIRONMENT INC$44,1000.02%370CommonSOLE
12532H104GIBCGI INC$44,0540.02%440CommonSOLE
133131102CPTCAMDEN PPTY TR$44,0280.02%360CommonNONE
260003108DOVDOVER CORP$43,9200.01%250CommonSOLE
460146103IPINTERNATIONAL PAPER CO$43,9070.01%823CommonSOLE
98954M200ZZILLOW GROUP INC$43,8780.01%640CommonSOLE
294429105EFXEQUIFAX INC$43,8410.01%180CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$43,7570.01%424CommonSOLE
929740108WABWABTEC$43,5240.01%240CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$43,4330.01%290CommonSOLE
91913Y100VLOVALERO ENERGY CORP$43,3190.01%328CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$43,3060.01%350CommonSOLE
74762E102QUREQUANTA SVCS INC$43,2110.01%170CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$43,0390.01%2,660CommonSOLE
N00985106AERAERCAP HOLDINGS NV$42,9110.01%420CommonSOLE
55261F104MTBM & T BK CORP$42,9000.01%240CommonSOLE
311900104FASTFASTENAL CO$42,6530.01%550CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$42,5910.01%205CommonSOLE
56585A102MPCMARATHON PETE CORP$42,2500.01%290CommonSOLE
11271J107BNBROOKFIELD CORP$41,9890.01%800CommonSOLE
67059N108NTNXNUTANIX INC$41,8860.01%600CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$41,7860.01%320CommonSOLE
03073E105CORCENCORA INC$41,7140.01%150CommonSOLE
N3168P101FERFERROVIAL SE$41,6880.01%935CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$41,5610.01%874CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$41,4550.01%920CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$41,4510.01%2,050CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$41,3620.01%250CommonSOLE
48123V102ZDZIFF DAVIS INC$41,3380.01%1,100CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$41,3250.01%750CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$41,3140.01%570CommonSOLE
69331C108PCGPG&E CORP$41,2320.01%2,400CommonSOLE
866674104SUISUN CMNTYS INC$41,1650.01%320CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$41,1470.01%649CommonSOLE
345370860FFORD MTR CO$41,1230.01%4,100CommonSOLE
98389B100XELXCEL ENERGY INC$41,0580.01%580CommonSOLE
911363109URIUNITED RENTALS INC$40,7350.01%65CommonSOLE
H50430232LOGILOGITECH INTL S A$40,2860.01%480CommonSOLE
771049103RBLXROBLOX CORP$40,2200.01%690CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$40,1700.01%109CommonSOLE
980745103WWDWOODWARD INC$40,1480.01%220CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$39,8300.01%270CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$39,5850.01%270CommonSOLE
526107107LIILENNOX INTL INC$39,2580.01%70CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$38,7280.01%800CommonSOLE
60770K107MRNAMODERNA INC$38,6980.01%1,365CommonSOLE
101121101BXPBXP INC$38,2980.01%570CommonNONE
871829107SYYSYSCO CORP$38,2700.01%510CommonSOLE
23331A109DHID R HORTON INC$38,1390.01%300CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$37,8910.01%220CommonSOLE
64115T104NTCTNETSCOUT SYS INC$37,8180.01%1,800CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$37,8030.01%2,450CommonSOLE
278642103EBAYEBAY INC.$37,7930.01%558CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$37,7890.01%32CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$37,6560.01%2,650CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$37,5810.01%155CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$37,5060.01%270CommonSOLE
12514G108CDWCDW CORP$37,1800.01%232CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$36,6370.01%1,070CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$36,1000.01%500CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$35,8600.01%75CommonSOLE
526057104LENLENNAR CORP$35,5820.01%310CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$35,2740.01%2,350CommonSOLE
209115104EDCONSOLIDATED EDISON INC$34,8360.01%315CommonSOLE
453038408IMOIMPERIAL OIL LTD$34,7750.01%480CommonSOLE
146869102CVNACARVANA CO$34,4980.01%165CommonSOLE
90138F102TWLOTWILIO INC$34,2680.01%350CommonSOLE
631103108NDAQNASDAQ INC$34,1370.01%450CommonSOLE
316773100FITBFIFTH THIRD BANCORP$34,1040.01%870CommonSOLE
281020107EIXEDISON INTL$33,5840.01%570CommonSOLE
063671101BMOBANK MONTREAL QUE$33,5210.01%350CommonSOLE
37940X102GPNGLOBAL PMTS INC$33,2930.01%340CommonSOLE
615394202MOG/AMOOG INC$32,9370.01%190CommonSOLE
500754106KHCKRAFT HEINZ CO$32,8640.01%1,080CommonSOLE
125269100CFCF INDS HLDGS INC$32,8230.01%420CommonSOLE
002121101ATENA10 NETWORKS INC$32,6800.01%2,000CommonSOLE
852234103XYZBLOCK INC$32,5980.01%600CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$32,5960.01%420CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$31,8210.01%2,380CommonSOLE
233331107DTEDTE ENERGY CO$31,8020.01%230CommonSOLE
86771W105RUNSUNRUN INC$31,6440.01%5,400CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$31,5980.01%190CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$31,2350.01%250CommonSOLE
372460105GPCGENUINE PARTS CO$30,9760.01%260CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$30,8430.01%413CommonSOLE
224408104CRCRANE COMPANY$30,6360.01%200CommonSOLE

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.