MondegarAI
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Q2 2025 · 13F-HR

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAholdings as filed

Filed 2025-08-14 · accession 0002071170-25-000021

$355.6M
Reported value
658
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 658

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$38.7M10.9%77,776CommonSOLE
67066G104NVDANVIDIA CORPORATION$36.0M10.1%227,858CommonSOLE
023135106AMZNAMAZON COM INC$16.6M4.66%75,534CommonSOLE
037833100AAPLAPPLE INC$16.3M4.59%79,608CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$12.8M3.60%23,554CommonSOLE
872540109TJXTJX COS INC NEW$12.7M3.58%102,993CommonSOLE
02079K305GOOGLALPHABET INC$11.8M3.32%67,080CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$11.7M3.30%46,753CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.5M2.68%46,612CommonSOLE
654106103NKENIKE INC$9.4M2.65%132,698CommonSOLE
79466L302CRMSALESFORCE INC$9.0M2.53%32,994CommonSOLE
252131107DXCMDEXCOM INC$8.3M2.32%94,678CommonSOLE
00724F101ADBEADOBE INC$7.9M2.21%20,308CommonSOLE
H5919C104ONONON HLDG AG$6.5M1.83%125,280CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWA$5.6M1.57%22,983CommonSOLE
60937P106MDBMONGODB INC$4.8M1.36%23,060CommonSOLE
651639106NEMNEWMONT CORP$4.0M1.12%68,565CommonSOLE
18915M107NETCLOUDFLARE INC$3.8M1.08%19,650CommonSOLE
05464C101AXONAXON ENTERPRISE INC$3.0M0.84%3,593CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.9M0.83%5,790CommonSOLE
06849F108BBARRICK MNG CORP$2.9M0.81%138,765CommonSOLE
72703X106PLPLANET LABS PBC$2.7M0.76%440,500CommonSOLE
532457108LLYELI LILLY & CO$2.7M0.75%3,424CommonSOLE
464287432TLTISHARES TR$2.6M0.73%29,600CommonNONE
11135F101AVGOBROADCOM INC$2.6M0.73%9,463CommonSOLE
336433107FSLRFIRST SOLAR INC$2.5M0.70%15,096CommonSOLE
00287Y109ABBVABBVIE INC$2.5M0.69%13,302CommonSOLE
13321L108CCJCAMECO CORP$2.5M0.69%33,250CommonSOLE
30303M102METAMETA PLATFORMS INC$2.3M0.64%3,080CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$2.2M0.61%18,224CommonSOLE
031162100AMGNAMGEN INC$1.9M0.52%6,685CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.9M0.52%5,959CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.6M0.45%10,577CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.6M0.44%12,630CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.44%14,440CommonSOLE
46434V407SHYGISHARES TR$1.4M0.41%33,500CommonNONE
17275R102CSCOCISCO SYS INC$1.3M0.37%19,195CommonSOLE
98980G102ZSZSCALER INC$1.3M0.37%4,143CommonSOLE
962879102WPMWHEATON PRECIOUS METALS COR$1.3M0.36%14,236CommonSOLE
92826C839VVISA INC$1.2M0.35%3,485CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.32%846CommonSOLE
046353108AZNNASTRAZENECA PLC$1.1M0.31%15,972CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.1M0.30%9,572CommonSOLE
002824100ABTABBOTT LABS$1.0M0.30%7,720CommonSOLE
88160R101TSLATESLA INC$1.0M0.29%3,230CommonSOLE
02079K107GOOGALPHABET INC$995,1580.28%5,610CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$927,7120.26%3,200CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$887,7290.25%1,994CommonSOLE
58933Y105MRKMERCK & CO INC$867,0390.24%10,953CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$858,0820.24%1,527CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$810,0860.23%7,542CommonSOLE
166764100CVXCHEVRON CORP NEW$777,5220.22%5,430CommonSOLE
98419M100XYLXYLEM INC$747,5710.21%5,779CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$726,2260.20%1,495CommonSOLE
68389X105ORCLORACLE CORP$703,9890.20%3,220CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$693,2110.19%15,212CommonSOLE
496902404KGCKINROSS GOLD CORP$684,7120.19%44,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC IN$664,1430.19%1,638CommonSOLE
38059T106GFIGOLD FIELDS LTD$643,8240.18%27,200CommonSOLE
235851102DHRDANAHER CORPORATION$634,1030.18%3,210CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$608,5010.17%793CommonSOLE
882508104TXNTEXAS INSTRS INC$604,1740.17%2,910CommonSOLE
717081103PFEPFIZER INC$602,6060.17%24,860CommonSOLE
863667101SYKSTRYKER CORPORATION$602,5440.17%1,523CommonSOLE
23804L103DDOGDATADOG INC$600,4550.17%4,470CommonSOLE
34959E109FTNTFORTINET INC$584,6320.16%5,530CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$563,4160.16%1,340CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$561,9240.16%7,260CommonSOLE
550021109LULULULULEMON ATHLETICA INC$552,3730.16%2,325CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$552,0960.16%4,050CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$537,0820.15%1,320CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACH$532,0780.15%1,805CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH L$531,0000.15%2,400CommonSOLE
011532108AGIALAMOS GOLD INC NEW$528,4150.15%19,950CommonSOLE
126650100CVSCVS HEALTH CORP$522,3860.15%7,573CommonSOLE
036752103ELVELEVANCE HEALTH INC$498,2580.14%1,281CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$485,0710.14%490CommonSOLE
668771108GENGEN DIGITAL INC$480,6900.14%16,350CommonSOLE
931142103WMTWALMART INC$473,7440.13%4,845CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$469,6670.13%2,125CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$466,8510.13%3,290CommonSOLE
464287515IGVISHARES TR$460,2550.13%4,200CommonNONE
95040Q104WELLWELLTOWER INC$455,0410.13%2,960CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$452,8180.13%1,515CommonSOLE
74340W103PLDPROLOGIS INC.$447,8110.13%4,260CommonNONE
75513E101RTXRTX CORPORATION$440,9800.12%3,020CommonSOLE
032654105ADIANALOG DEVICES INC$435,5770.12%1,830CommonSOLE
125523100CITHE CIGNA GROUP$435,0430.12%1,316CommonSOLE
81762P102NOWSERVICENOW INC$431,7940.12%420CommonSOLE
781154109RBRKRUBRIK INC.$430,0320.12%4,800CommonSOLE
461202103INTUINTUIT$429,2580.12%545CommonSOLE
437076102HDHOME DEPOT INC$428,9690.12%1,170CommonSOLE
742718109PGPROCTER AND GAMBLE CO$423,7910.12%2,660CommonSOLE
438516106HONHONEYWELL INTL INC$419,1840.12%1,800CommonSOLE
G5960L103MDTMEDTRONIC PLC$410,5710.12%4,710CommonSOLE
464287762IYHISHARES TR$408,5410.11%7,230CommonNONE
458140100INTCINTEL CORP$394,2400.11%17,600CommonSOLE
097023105BABOEING CO$389,7260.11%1,860CommonSOLE
871607107SNPSSYNOPSYS INC$379,3830.11%740CommonSOLE
747525103QCOMQUALCOMM INC$377,4460.11%2,370CommonSOLE
060505104BACBANK AMERICA CORP$370,5160.10%7,830CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$368,7000.10%7,965CommonSOLE
20825C104COPCONOCOPHILLIPS$368,2930.10%4,104CommonSOLE
052769106ADSKAUTODESK INC$365,2930.10%1,180CommonSOLE
36828A101GEVGE VERNOVA INC$365,1130.10%690CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$359,3510.10%1,102CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$359,1000.10%684CommonSOLE
29444U700EQIXEQUINIX INC$350,0070.10%440CommonNONE
539830109LMTLOCKHEED MARTIN CORP$345,0390.10%745CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$342,9680.10%4,300CommonSOLE
40412C101HCAHCA HEALTHCARE INC$338,2770.10%883CommonSOLE
413216300HMYHARMONY GOLD MINING CO LTD$331,0890.09%23,700CommonSOLE
191216100KOCOCA COLA CO$328,2800.09%4,640CommonSOLE
718172109PMPHILIP MORRIS INTL INC$316,9060.09%1,740CommonSOLE
192108504CDECOEUR MNG INC$314,5300.09%35,500CommonSOLE
369604301GEGE AEROSPACE$314,0160.09%1,220CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$309,9880.09%620CommonSOLE
65339F101NEENEXTERA ENERGY INC$309,6130.09%4,460CommonSOLE
701094104PHPARKER-HANNIFIN CORP$307,3270.09%440CommonSOLE
03662Q105AKXANSYS INC$300,2930.08%855CommonSOLE
949746101WMT2WELLS FARGO CO NEW$294,0400.08%3,670CommonSOLE
94106L109WMWASTE MGMT INC DEL$288,3130.08%1,260CommonSOLE
038222105AMATAPPLIED MATLS INC$283,7590.08%1,550CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$283,0750.08%1,300CommonSOLE
075887109BDXBECTON DICKINSON & CO$270,4320.08%1,570CommonSOLE
253868103DLRDIGITAL RLTY TR INC$270,2110.08%1,550CommonNONE
G54950103LINLINDE PLC$262,7410.07%560CommonSOLE
512807306LRCXLAM RESEARCH CORP$257,9510.07%2,650CommonSOLE
254687106DISDISNEY WALT CO$256,7010.07%2,070CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$254,7900.07%360CommonSOLE
922280102VRNSVARONIS SYS INC$253,7500.07%5,000CommonSOLE
G87052109TELTE CONNECTIVITY PLC$247,9450.07%1,470CommonSOLE
756109104OREALTY INCOME CORP$245,9950.07%4,270CommonNONE
29446Y502EQXEQUINOX GOLD CORP$245,7210.07%42,750CommonSOLE
644535106NGDNNEW GOLD INC CDA$245,0630.07%49,500CommonSOLE
11777Q209BTGB2GOLD CORP$236,2310.07%65,658CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$235,5860.07%2,220CommonSOLE
032095101APHAMPHENOL CORP NEW$234,0380.07%2,370CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$231,5990.07%1,060CommonSOLE
204166102CVLTCOMMVAULT SYS INC$230,1160.06%1,320CommonSOLE
12504L109CBRECBRE GROUP INC$229,7970.06%1,640CommonSOLE
00206R102TAT&T INC$228,6260.06%7,900CommonSOLE
482480100KLACKLA CORP$228,4140.06%255CommonSOLE
450913108IAGIAMGOLD CORP$225,9100.06%30,800CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$223,7280.06%1,780CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$222,9820.06%11,000CommonSOLE
22822V101CCICROWN CASTLE INC$221,8970.06%2,160CommonNONE
580135101MCDMCDONALDS CORP$220,5880.06%755CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$220,2410.06%1,370CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$219,9910.06%38CommonSOLE
040413205ANETARISTA NETWORKS INC$219,9660.06%2,150CommonSOLE
82509L107SHOPSHOPIFY INC$218,2240.06%1,900CommonSOLE
30161N101EXCEXELON CORP$215,7970.06%4,970CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$214,1880.06%1,815CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTI$213,6700.06%4,600CommonSOLE
45168D104IDXXIDEXX LABS INC$211,8540.06%395CommonSOLE
92338C103VLTOVERALTO CORP$211,0860.06%2,091CommonSOLE
149123101CATCATERPILLAR INC$209,6330.06%540CommonSOLE
761152107RMDRESMED INC$208,7220.06%809CommonSOLE
713448108PEPPEPSICO INC$207,9630.06%1,575CommonSOLE
922475108VEEVVEEVA SYS INC$206,1940.06%716CommonSOLE
025816109AXPAMERICAN EXPRESS CO$204,1470.06%640CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$203,7450.06%4,700CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$203,3690.06%4,700CommonSOLE
136385101CNQCANADIAN NAT RES LTD$203,1290.06%6,490CommonSOLE
88025T102TENBTENABLE HLDGS INC$202,6800.06%6,000CommonSOLE
617446448MSMORGAN STANLEY$202,1340.06%1,435CommonSOLE
594972408MSTRMICROSTRATEGY INC$200,0940.06%495CommonSOLE
45337C102INCYINCYTE CORP$199,1930.06%2,925CommonSOLE
98389B100XELXCEL ENERGY INC$197,4900.06%2,900CommonSOLE
571903202MARMARRIOTT INTL INC NEW$196,7110.06%720CommonSOLE
26875P101EOGEOG RES INC$194,9640.05%1,630CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$193,6570.05%660CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$189,3990.05%2,030CommonSOLE
69370C100PTCPTC INC$186,1270.05%1,080CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$183,3920.05%2,010CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$176,7470.05%345CommonSOLE
78409V104SPGIS&P GLOBAL INC$176,6420.05%335CommonSOLE
22052L104CTVACORTEVA INC$175,3690.05%2,353CommonSOLE
743315103PGRPROGRESSIVE CORP$172,1250.05%645CommonSOLE
784730103SSRMSSR MINING IN$171,4810.05%13,500CommonSOLE
907818108UNPUNION PAC CORP$171,4100.05%745CommonSOLE
172967424CCITIGROUP INC$170,2400.05%2,000CommonSOLE
H42097107UBSUBS GROUP AG$169,9820.05%5,050CommonSOLE
G29183103ETNEATON CORP PLC$167,7850.05%470CommonSOLE
95082P105WCCWESCO INTL INC$166,6800.05%900CommonSOLE
22160N109CSGPCOSTAR GROUP INC$166,4280.05%2,070CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$166,4010.05%540CommonSOLE
09290D101BLKBLACKROCK INC$165,7810.05%158CommonSOLE
15135B101CNCCENTENE CORP DEL$163,7630.05%3,017CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING I$160,3680.05%520CommonSOLE
G7S00T104PNRPENTAIR PLC$159,1230.04%1,550CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$158,7190.04%746CommonSOLE
H2906T109GRMNGARMIN LTD$157,5840.04%755CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$154,8120.04%1,050CommonNONE
204448104BVNCOMPANIA DE MINAS BUENAVENT$154,3480.04%9,400CommonSOLE
833445109SNOWSNOWFLAKE INC$149,9260.04%670CommonSOLE
773121108RKLBROCKET LAB CORP$149,1610.04%4,170CommonSOLE
46266C105IQVIQVIA HLDGS INC$148,1350.04%940CommonSOLE
281020107EIXEDISON INTL$148,0920.04%2,870CommonSOLE
244199105DEDEERE & CO$147,4620.04%290CommonSOLE
925652109VICIVICI PPTYS INC$145,7220.04%4,470CommonNONE
20030N101CMCSACOMCAST CORP NEW$142,9380.04%4,005CommonSOLE
46284V101IRMIRON MTN INC DEL$141,5470.04%1,380CommonNONE
09260D107BXBLACKSTONE INC$140,6050.04%940CommonSOLE
872590104TMUST-MOBILE US INC$140,5730.04%590CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$139,3980.04%685CommonNONE
69331C108PCGPG&E CORP$138,0060.04%9,900CommonSOLE
42809H107HESHESS CORP$136,4620.04%985CommonSOLE
81730H109SSENTINELONE INC$135,2720.04%7,400CommonSOLE
384109104GGGGRACO INC$134,1130.04%1,560CommonSOLE
780087102RYROYAL BK CDA$133,7360.04%1,019CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$133,6230.04%1,465CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$133,3700.04%610CommonSOLE
03831W108APPAPPLOVIN CORP$133,0300.04%380CommonSOLE
855244109SBUXSTARBUCKS CORP$130,9390.04%1,429CommonSOLE
58733R102MELIMERCADOLIBRE INC$130,6820.04%50CommonSOLE
896239100TRMBTRIMBLE INC$129,1660.04%1,700CommonSOLE
74758T303QLYSQUALYS INC$128,5830.04%900CommonSOLE
92276F100VTRVENTAS INC$127,5630.04%2,020CommonNONE
29476L107EQREQUITY RESIDENTIAL$124,8570.04%1,850CommonNONE
H1467J104CBCHUBB LIMITED$124,5800.04%430CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$124,4650.03%530CommonNONE
12572Q105CMECME GROUP INC$124,3050.03%451CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$124,2630.03%385CommonSOLE
548661107LOWLOWES COS INC$123,1380.03%555CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE I$121,0900.03%660CommonSOLE
58155Q103MCKMCKESSON CORP$120,9090.03%165CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$120,2880.03%275CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$120,1890.03%3,222CommonSOLE
337738108FISVFISERV INC$118,9630.03%690CommonSOLE
26884L109EQTEQT CORP$117,8060.03%2,020CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$117,3720.03%850CommonSOLE
842587107SOSOUTHERN CO$116,6240.03%1,270CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$113,2930.03%2,350CommonSOLE
98138H101WDAYWORKDAY INC$112,8000.03%470CommonSOLE
883203101TXTTEXTRON INC$112,4060.03%1,400CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$110,6160.03%1,970CommonSOLE
012653101ALBALBEMARLE CORP$109,6730.03%1,750CommonSOLE
65290E101NXTNEXTRACKER INC$108,7400.03%2,000CommonSOLE
670346105NUENUCOR CORP$108,4250.03%837CommonSOLE
487836108KKELLANOVA$108,1610.03%1,360CommonSOLE
N3167Y103RACEFERRARI N V$105,5090.03%215CommonSOLE
615369105MCOMOODYS CORP$105,3340.03%210CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$104,8650.03%185CommonSOLE
351858105FNVFRANCO NEV CORP$104,6350.03%640CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$104,6050.03%2,490CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$104,0380.03%303CommonSOLE
152006102CGAUCENTERRA GOLD INC$104,0210.03%14,500CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$103,8400.03%880CommonSOLE
370334104GISGENERAL MLS INC$102,5840.03%1,980CommonSOLE
88579Y101MMM3M CO$102,0010.03%670CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$101,3960.03%1,125CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTN$101,0650.03%1,090CommonSOLE
422806208HEI/AHEICO CORP NEW$100,9130.03%390CommonSOLE
504922105LHLABCORP HOLDINGS INC$100,8040.03%384CommonSOLE
969457100WMBWILLIAMS COS INC$100,4960.03%1,600CommonSOLE
632307104NTRANATERA INC$99,6750.03%590CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$98,1710.03%1,860CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$97,5540.03%710CommonSOLE
67077M108NTRNUTRIEN LTD$94,0040.03%1,620CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$93,5040.03%1,701CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$93,2460.03%630CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$92,3830.03%790CommonSOLE
02209S103MOALTRIA GROUP INC$92,0490.03%1,570CommonSOLE
64115T104NTCTNETSCOUT SYS INC$91,7970.03%3,700CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$91,4830.03%370CommonSOLE
303250104FICOFAIR ISAAC CORP$91,3980.03%50CommonSOLE
893641100TDGTRANSDIGM GROUP INC$91,2380.03%60CommonSOLE
25809K105DASHDOORDASH INC$89,9760.03%365CommonSOLE
D18190898DBDEUTSCHE BANK A G$88,5700.02%3,000CommonSOLE
422806109HEIHEICO CORP NEW$88,5600.02%270CommonSOLE
369550108GDGENERAL DYNAMICS CORP$87,4980.02%300CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$86,5550.02%950CommonSOLE
18467V109YOUCLEAR SECURE INC$86,0560.02%3,100CommonSOLE
98978V103ZTSZOETIS INC$85,7730.02%550CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$84,8320.02%265CommonSOLE
21874C102CNMCORE & MAIN INC$84,4900.02%1,400CommonSOLE
N14506104ESTCELASTIC N V$84,3300.02%1,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$84,2670.02%900CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$83,7800.02%830CommonSOLE
172908105CTASCINTAS CORP$83,5760.02%375CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$82,5650.02%310CommonSOLE
609207105MDLZMONDELEZ INTL INC$82,2770.02%1,220CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$80,9250.02%1,150CommonSOLE
278865100ECLECOLAB INC$80,8320.02%300CommonSOLE
443201108HWMHOWMET AEROSPACE INC$80,0360.02%430CommonSOLE
291011104EMREMERSON ELEC CO$79,9980.02%600CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$79,8510.02%255CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$79,6900.02%650CommonSOLE
452327109ILMNILLUMINA INC$79,6670.02%835CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$79,0830.02%870CommonSOLE
891160509TDTORONTO DOMINION BK ONT$78,7380.02%1,075CommonSOLE
579780206MKCMCCORMICK & CO INC$78,0950.02%1,030CommonSOLE
427866108HSYHERSHEY CO$77,9960.02%470CommonSOLE
053332102AZOAUTOZONE INC$77,9570.02%21CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$77,1080.02%220CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$77,0700.02%3,000CommonNONE
09062X103BIIBBIOGEN INC$76,6100.02%610CommonSOLE
071813109BAXBAXTER INTL INC$76,5480.02%2,528CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$76,4320.02%410CommonSOLE
009158106APDAIR PRODS & CHEMS INC$76,1560.02%270CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTI$75,6890.02%970CommonSOLE
806857108SLBSCHLUMBERGER LTD$75,2390.02%2,226CommonSOLE
46187W107INVHINVITATION HOMES INC$75,1120.02%2,290CommonNONE
29670G102WTRGESSENTIAL UTILS INC$74,2800.02%2,000CommonSOLE
29250N105ENBENBRIDGE INC$73,6050.02%1,630CommonSOLE
002121101ATENA10 NETWORKS INC$73,5300.02%3,800CommonSOLE
48251W104KKRKKR & CO INC$73,1660.02%550CommonSOLE
G0403H108AONAON PLC$73,1360.02%205CommonSOLE
92936U109WPCWP CAREY INC$72,9850.02%1,170CommonNONE
366651107ITGARTNER INC$72,7600.02%180CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LT$72,5540.02%4,329CommonSOLE
219350105GLWCORNING INC$72,0480.02%1,370CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$71,8220.02%680CommonSOLE
878742204TECKTECK RESOURCES LTD$71,6830.02%1,780CommonSOLE
771049103RBLXROBLOX CORP$71,5360.02%680CommonSOLE
902973304USBUS BANCORP DEL$70,1380.02%1,550CommonSOLE
26152H301DRDDRDGOLD LIMITED$69,9820.02%5,250CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$69,5600.02%260CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$69,5210.02%830CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$69,0900.02%2,350CommonSOLE
049468101TEAMATLASSIAN CORPORATION$69,0510.02%340CommonSOLE
30034W106EVRGEVERGY INC$68,9300.02%1,000CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$68,5370.02%362CommonSOLE
125269100CFCF INDS HLDGS INC$68,0800.02%740CommonSOLE
34354P105FLSFLOWSERVE CORP$68,0550.02%1,300CommonSOLE
126408103CSXCSX CORP$67,8700.02%2,080CommonSOLE
05352A100AVTRAVANTOR INC$67,8380.02%5,040CommonSOLE
92840M102VSTVISTRA CORP$67,8340.02%350CommonSOLE
88162G103TTEKTETRA TECH INC NEW$67,6050.02%1,880CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$66,5520.02%260CommonSOLE
063671101BMOBANK MONTREAL QUE$66,2140.02%600CommonSOLE
H01301128ALCALCON AG$66,0030.02%750CommonSOLE
008073108AVAVAEROVIRONMENT INC$65,5380.02%230CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORAT$65,4960.02%62CommonSOLE
038169207APLDAPPLIED DIGITAL CORP$65,4550.02%6,500CommonSOLE
682680103OKEONEOK INC NEW$65,3040.02%800CommonSOLE
74762E102QUREQUANTA SVCS INC$64,2740.02%170CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$64,2050.02%500CommonSOLE
760759100RSGREPUBLIC SVCS INC$64,1190.02%260CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$63,6300.02%87CommonSOLE
H50430232LOGILOGITECH INTL S A$63,5870.02%710CommonSOLE
55354G100MSCIMSCI INC$63,4410.02%110CommonSOLE
03073E105CORCENCORA INC$62,9680.02%210CommonSOLE
G25508105CRHCRH PLC$62,8830.02%685CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$62,4290.02%840CommonSOLE
89832Q109TFCTRUIST FINL CORP$62,3350.02%1,450CommonSOLE
16411R208LNGCHENIERE ENERGY INC$62,0980.02%255CommonSOLE
37045V100GMGENERAL MTRS CO$61,5130.02%1,250CommonSOLE
501044101KRKROGER CO$60,9710.02%850CommonSOLE
98954M200ZZILLOW GROUP INC$60,9440.02%870CommonSOLE
297178105ESSESSEX PPTY TR INC$60,9310.02%215CommonNONE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$59,6090.02%1,630CommonSOLE
009066101ABNBAIRBNB INC$59,5530.02%450CommonSOLE
693718108PCARPACCAR INC$58,9370.02%620CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$58,8000.02%350CommonSOLE
64110D104NTAPNETAPP INC$58,6020.02%550CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CIT$58,5410.02%740CommonSOLE
29364G103ETRENTERGY CORP NEW$58,1840.02%700CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$58,0980.02%98CommonSOLE
858119100STLDSTEEL DYNAMICS INC$57,6040.02%450CommonSOLE
941848103WATWATERS CORP$57,5920.02%165CommonSOLE
15135U109CVECENOVUS ENERGY INC$57,5090.02%4,244CommonSOLE
020002101ALLALLSTATE CORP$57,3730.02%285CommonSOLE
718546104PSXPHILLIPS 66$57,2640.02%480CommonSOLE
866674104SUISUN CMNTYS INC$56,9210.02%450CommonNONE
31428X106FDXFEDEX CORP$56,8280.02%250CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$56,7480.02%400CommonSOLE
704326107PAYXPAYCHEX INC$56,7290.02%390CommonSOLE
466313103JBLJABIL INC$56,7060.02%260CommonSOLE
29084Q100EMEEMCOR GROUP INC$56,1630.02%105CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$55,8070.02%300CommonSOLE
146869102CVNACARVANA CO$55,5980.02%165CommonSOLE
958102105WDCWESTERN DIGITAL CORP$55,0310.02%860CommonSOLE
217204106CPRTCOPART INC$54,9580.02%1,120CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$54,8080.02%165CommonSOLE
744320102PRUPRUDENTIAL FINL INC$54,7940.02%510CommonSOLE
629377508NRGNRG ENERGY INC$54,5970.02%340CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LT$54,4240.02%2,400CommonSOLE
436440101HO1HOLOGIC INC$54,2780.02%833CommonSOLE
380237107GDDYGODADDY INC$54,0180.02%300CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$53,9220.02%630CommonSOLE
980745103WWDWOODWARD INC$53,9200.02%220CommonSOLE
056525108BMIBADGER METER INC$53,8890.02%220CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP I$53,8750.02%640CommonSOLE
75524B104RBCRBC BEARINGS INC$53,8720.02%140CommonSOLE
40434L105HPQHP INC$53,8120.02%2,200CommonSOLE
031100100AMEAMETEK INC$53,3830.02%295CommonSOLE
M81873107RDWRRADWARE LTD$52,9920.01%1,800CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$52,9310.01%1,080CommonSOLE
443573100HUBSHUBSPOT INC$52,8800.01%95CommonSOLE
285512109EAELECTRONIC ARTS INC$52,7010.01%330CommonSOLE
45687V106IRINGERSOLL RAND INC$52,4030.01%630CommonSOLE
231021106CMICUMMINS INC$52,4000.01%160CommonSOLE
04040Y109ARISARIS MNG CORP$52,3060.01%7,800CommonSOLE
87612G101TRGPTARGA RES CORP$52,2240.01%300CommonSOLE
384802104GWWGRAINGER W W INC$52,0120.01%50CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS P$51,9590.01%360CommonSOLE
136375102CNICANADIAN NATL RY CO$51,8810.01%500CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DE$51,7230.01%180CommonSOLE
816851109SRESEMPRA$51,5240.01%680CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$51,2430.01%1,550CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$50,8420.01%490CommonSOLE
929740108WABWABTEC$50,2440.01%240CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE$50,1020.01%2,450CommonSOLE
N3168P101FERFERROVIAL SE$49,9560.01%941CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$49,8400.01%160CommonSOLE
11271J107BNBROOKFIELD CORP$49,3060.01%800CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES IN$49,1780.01%200CommonSOLE
N00985106AERAERCAP HOLDINGS NV$49,1400.01%420CommonSOLE
56501R106MFCMANULIFE FINL CORP$49,1290.01%1,543CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$48,9900.01%380CommonSOLE
911363109URIUNITED RENTALS INC$48,9710.01%65CommonSOLE
31620M106FISFIDELITY NATL INFORMATION S$48,8460.01%600CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$48,8430.01%887CommonSOLE
001055102AFLAFLAC INC$48,5120.01%460CommonSOLE
778296103ROSTROSS STORES INC$48,4800.01%380CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT I$48,4100.01%320CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$48,3080.01%1,260CommonSOLE
59156R108METMETLIFE INC$48,2520.01%600CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$48,2320.01%659CommonSOLE
56585A102MPCMARATHON PETE CORP$48,1720.01%290CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$47,5190.01%290CommonSOLE
233331107DTEDTE ENERGY CO$47,0230.01%355CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$46,7640.01%270CommonSOLE
294429105EFXEQUIFAX INC$46,6870.01%180CommonSOLE
55261F104MTBM & T BK CORP$46,5580.01%240CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$46,4360.01%510CommonSOLE
311900104FASTFASTENAL CO$46,2000.01%1,100CommonSOLE
172062101CINFCINCINNATI FINL CORP$46,1650.01%310CommonSOLE
023608102AEEAMEREN CORP$46,0990.01%480CommonSOLE
49177J102KVUEKENVUE INC$46,0460.01%2,200CommonSOLE
12532H104GIBCGI INC$46,0150.01%440CommonSOLE
67059N108NTNXNUTANIX INC$45,8640.01%600CommonSOLE
92939U106WECWEC ENERGY GROUP INC$45,8480.01%440CommonSOLE
260003108DOVDOVER CORP$45,8080.01%250CommonSOLE
115236101BROBROWN & BROWN INC$45,4570.01%410CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP I$45,1590.01%815CommonSOLE
988498101YUMYUM BRANDS INC$45,0470.01%304CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ I$45,0310.01%620CommonNONE
50212V100LPLALPL FINL HLDGS INC$44,9960.01%120CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$44,6840.01%205CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$44,5800.01%570CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$44,5600.01%109CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$44,5340.01%1,400CommonSOLE
345370860FFORD MTR CO$44,4850.01%4,100CommonSOLE
127097103CTRACOTERRA ENERGY INC$44,4150.01%1,750CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP IN$44,4040.01%350CommonSOLE
87612E106TGTTARGET CORP$44,3930.01%450CommonSOLE
49446R109KIMKIMCO RLTY CORP$44,1420.01%2,100CommonNONE
91913Y100VLOVALERO ENERGY CORP$44,0900.01%328CommonSOLE
69351T106PPLPPL CORP$44,0570.01%1,300CommonSOLE
90138F102TWLOTWILIO INC$43,5260.01%350CommonSOLE
03945R102ACHRARCHER AVIATION INC$43,4000.01%4,000CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$43,2840.01%1,200CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$43,2490.01%450CommonSOLE
758849103REGREGENCY CTRS CORP$42,7380.01%600CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$42,5950.01%680CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$42,5520.01%690CommonNONE
36467J108GLPIGAMING & LEISURE PPTYS INC$42,0120.01%900CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$41,9840.01%424CommonSOLE
12514G108CDWCDW CORP$41,4330.01%232CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$41,4100.01%270CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LT$41,3770.01%135CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$41,1720.01%75CommonSOLE
G8473T100STESTERIS PLC$40,8370.01%170CommonSOLE
852234103XYZBLOCK INC$40,7580.01%600CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE I$40,5750.01%250CommonSOLE
133131102CPTCAMDEN PPTY TR$40,5680.01%360CommonNONE
631103108NDAQNASDAQ INC$40,2390.01%450CommonSOLE
902653104UDRUDR INC$40,0130.01%980CommonNONE
G8267P108SWSMURFIT WESTROCK PLC$39,6980.01%920CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$39,5770.01%750CommonSOLE
M6191J100FROGJFROG LTD$39,4920.01%900CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$39,3860.01%2,350CommonSOLE
753422104RPDRAPID7 INC$39,3210.01%1,700CommonSOLE
92552V100VSATVIASAT INC$38,6900.01%2,650CommonSOLE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS$38,6880.01%270CommonSOLE
23331A109DHID R HORTON INC$38,6760.01%300CommonSOLE
871829107SYYSYSCO CORP$38,6270.01%510CommonSOLE
278642103EBAYEBAY INC.$38,5700.01%518CommonSOLE
460146103IPINTERNATIONAL PAPER CO$38,5410.01%823CommonSOLE
224408104CRCRANE COMPANY$37,9780.01%200CommonSOLE
453038408IMOIMPERIAL OIL LTD$37,9730.01%480CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS I$37,6700.01%155CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONA$37,5910.01%32CommonSOLE
92343E102VRSNVERISIGN INC$37,5440.01%130CommonSOLE
857477103STTSTATE STR CORP$37,2190.01%350CommonSOLE
29355A107ENPHENPHASE ENERGY INC$36,8740.01%930CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$35,8950.01%2,050CommonNONE
316773100FITBFIFTH THIRD BANCORP$35,7830.01%870CommonSOLE
H2927K103AMRZAMRIZE LTD$35,7250.01%720CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES$35,5540.01%480CommonSOLE
651587107NEUNEWMARKET CORP$34,5430.01%50CommonSOLE
615394202MOG/AMOOG INC$34,3840.01%190CommonSOLE
526057104LENLENNAR CORP$34,2890.01%310CommonSOLE
929160109VMCVULCAN MATLS CO$33,9070.01%130CommonSOLE
25746U109DDOMINION ENERGY INC$33,3470.01%590CommonSOLE
48123V102ZDZIFF DAVIS INC$33,2970.01%1,100CommonSOLE

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.