MondegarAI
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

Q1 2024 · 13F-HR

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAholdings as filed

Filed 2025-08-14 · accession 0002071170-25-000025

$236.1M
Reported value
573
Positions
2024-03-31
Period end
View analyzed profile →PRO

The Brief · TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA · Q1 2024

AI · grounded in 13F

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA established a new position in NVDA worth $27.6M. The fund also initiated new stakes in MSFT for $22.5M and AMD for $19.3M. Additional new positions include PANW at $15.0M and NKE at $10.4M.

Holdings as filed

First 500 of 573

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$27.6M11.7%30,510CommonSOLE
594918104MSFTMICROSOFT CORP$22.5M9.54%53,517CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$19.3M8.19%107,070CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$15.0M6.34%52,710CommonSOLE
654106103NKENIKE INC$10.4M4.40%110,542CommonSOLE
252131107DXCMDEXCOM INC$10.1M4.26%72,554CommonSOLE
02079K305GOOGLALPHABET INC$9.5M4.02%62,840CommonSOLE
872540109TJXTJX COS INC NEW$7.9M3.33%77,450CommonSOLE
037833100AAPLAPPLE INC$7.0M2.96%40,756CommonSOLE
00724F101ADBEADOBE INC$4.6M1.93%9,023CommonSOLE
18915M107NETCLOUDFLARE INC$4.6M1.93%47,020CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.4M1.87%13,747CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4.1M1.72%10,390CommonSOLE
023135106AMZNAMAZON COM INC$3.6M1.51%19,770CommonSOLE
00287Y109ABBVABBVIE INC$2.7M1.15%14,850CommonSOLE
532457108LLYELI LILLY & CO$2.6M1.12%3,387CommonSOLE
98980G102ZSZSCALER INC$2.1M0.89%10,958CommonSOLE
067901108ABXBARRICK GOLD CORP$2.1M0.89%125,651CommonSOLE
651639106NEMNEWMONT CORP$1.9M0.82%54,045CommonSOLE
031162100AMGNAMGEN INC$1.9M0.78%6,507CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.71%3,397CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.7M0.70%4,135CommonSOLE
046353108AZNNASTRAZENECA PLC$1.5M0.66%22,871CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.60%10,670CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.59%8,788CommonSOLE
11135F101AVGOBROADCOM INC$1.3M0.56%1,003CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.55%4,340CommonSOLE
29444U700EQIXEQUINIX INC$1.2M0.50%1,435CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.1M0.48%15,970CommonSOLE
235851102DHRDANAHER CORPORATION$1.1M0.47%4,410CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.1M0.46%2,580CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M0.45%9,050CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.0M0.44%8,835CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.44%1,775CommonSOLE
002824100ABTABBOTT LABS$999,0710.42%8,790CommonSOLE
336433107FSLRFIRST SOLAR INC$962,1600.41%5,700CommonSOLE
30303M102METAMETA PLATFORMS INC$784,2120.33%1,615CommonSOLE
98419M100XYLXYLEM INC$770,9170.33%5,965CommonSOLE
92826C839VVISA INC$751,5620.32%2,693CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$750,9240.32%10,964CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$693,4610.29%1,440CommonSOLE
64110L106NFLXNETFLIX INC$683,2460.29%1,125CommonSOLE
375558103GILDGILEAD SCIENCES INC$679,1740.29%9,272CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$675,0760.29%11,324CommonSOLE
166764100CVXCHEVRON CORP NEW$672,9190.29%4,266CommonSOLE
036752103ELVELEVANCE HEALTH INC$649,7310.28%1,253CommonSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$576,4950.24%38,665CommonSOLE
717081103PFEPFIZER INC$566,2940.24%20,407CommonSOLE
02079K107GOOGALPHABET INC$554,9880.24%3,645CommonSOLE
126650100CVSCVS HEALTH CORP$549,7860.23%6,893CommonSOLE
40412C101HCAHCA HEALTHCARE INC$546,3220.23%1,638CommonSOLE
88160R101TSLATESLA INC$532,2920.23%3,028CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$502,5850.21%1,450CommonSOLE
125523100CITHE CIGNA GROUP$474,3260.20%1,306CommonSOLE
863667101SYKSTRYKER CORPORATION$465,2310.20%1,300CommonSOLE
17275R102CSCOCISCO SYS INC$456,1770.19%9,140CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$442,6630.19%2,210CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$414,2120.18%985CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$411,0380.17%12,785CommonSOLE
29355A107ENPHENPHASE ENERGY INC$391,9750.17%3,240CommonSOLE
G5960L103MDTMEDTRONIC PLC$391,3030.17%4,490CommonSOLE
458140100INTCINTEL CORP$385,1620.16%8,720CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$384,9960.16%400CommonSOLE
882508104TXNTEXAS INSTRS INC$374,5510.16%2,150CommonSOLE
20825C104COPCONOCOPHILLIPS$371,6580.16%2,920CommonSOLE
075887109BDXBECTON DICKINSON & CO$358,8030.15%1,450CommonSOLE
60770K107MRNAMODERNA INC$331,9340.14%3,115CommonSOLE
G54950103LINLINDE PLC$325,0240.14%700CommonSOLE
74340W103PLDPROLOGIS INC.$323,8570.14%2,487CommonNONE
05464C101AXONAXON ENTERPRISE INC$311,3160.13%995CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$308,8330.13%870CommonSOLE
34959E109FTNTFORTINET INC$303,9800.13%4,450CommonSOLE
052769106ADSKAUTODESK INC$302,0870.13%1,160CommonSOLE
436440101HO1HOLOGIC INC$299,9900.13%3,848CommonSOLE
75513E101RTXRTX CORPORATION$292,4920.12%2,999CommonSOLE
244199105DEDEERE & CO$286,6970.12%698CommonSOLE
742718109PGPROCTER AND GAMBLE CO$286,6960.12%1,767CommonSOLE
68389X105ORCLORACLE CORP$283,8790.12%2,260CommonSOLE
437076102HDHOME DEPOT INC$266,2180.11%694CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$264,1010.11%1,815CommonSOLE
94106L109WMWASTE MGMT INC DEL$259,8300.11%1,219CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$254,7270.11%560CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$253,9770.11%1,330CommonSOLE
747525103QCOMQUALCOMM INC$252,2570.11%1,490CommonSOLE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$251,6780.11%2,090CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$250,9350.11%1,530CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$247,9750.11%1,255CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$245,4310.10%335CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$241,5690.10%5,130CommonSOLE
45168D104IDXXIDEXX LABS INC$240,2690.10%445CommonSOLE
278865100ECLECOLAB INC$240,1360.10%1,040CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$239,9810.10%1,740CommonSOLE
46266C105IQVIQVIA HLDGS INC$237,7170.10%940CommonSOLE
461202103INTUINTUIT$237,2500.10%365CommonSOLE
15135B101CNCCENTENE CORP DEL$236,7740.10%3,017CommonSOLE
23804L103DDOGDATADOG INC$236,0760.10%1,910CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$233,7200.10%1,070CommonSOLE
097023105BABOEING CO$229,6580.10%1,190CommonSOLE
285512109EAELECTRONIC ARTS INC$229,5190.10%1,730CommonSOLE
03662Q105AKXANSYS INC$225,6540.10%650CommonSOLE
038222105AMATAPPLIED MATLS INC$225,4090.10%1,093CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$215,3970.09%450CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$215,3400.09%9,700CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$210,9690.09%990CommonSOLE
81762P102NOWSERVICENOW INC$206,6100.09%271CommonSOLE
38059T106GFIGOLD FIELDS LTD$206,5700.09%13,000CommonSOLE
060505104BACBANK AMERICA CORP$204,5400.09%5,394CommonSOLE
H2906T109GRMNGARMIN LTD$203,9520.09%1,370CommonSOLE
931142103WMTWALMART INC$201,8100.09%3,354CommonSOLE
496902404KGCKINROSS GOLD CORP$199,9500.08%32,600CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$198,9510.08%14,100CommonSOLE
04016X101ARGXARGENX SE$198,8290.08%505CommonSOLE
031100100AMEAMETEK INC$197,5320.08%1,080CommonSOLE
713448108PEPPEPSICO INC$192,5110.08%1,100CommonSOLE
191216100KOCOCA COLA CO$186,7830.08%3,053CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$185,7290.08%3,950CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$184,6080.08%430CommonSOLE
369604301GEGENERAL ELECTRIC CO$182,5510.08%1,040CommonSOLE
883203101TXTTEXTRON INC$182,2670.08%1,900CommonSOLE
254687106DISDISNEY WALT CO$177,4220.08%1,450CommonSOLE
571903202MARMARRIOTT INTL INC NEW$176,6170.07%700CommonSOLE
26875P101EOGEOG RES INC$176,4190.07%1,380CommonSOLE
949746101WMT2WELLS FARGO CO NEW$170,9820.07%2,950CommonSOLE
011532108AGIALAMOS GOLD INC NEW$168,0290.07%11,400CommonSOLE
45337C102INCYINCYTE CORP$167,7770.07%2,945CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$165,1670.07%170CommonSOLE
580135101MCDMCDONALDS CORP$163,8130.07%581CommonSOLE
92556V106VTRSVIATRIS INC$162,7900.07%13,634CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$162,1160.07%760CommonSOLE
668771108GENGEN DIGITAL INC$161,2800.07%7,200CommonSOLE
922475108VEEVVEEVA SYS INC$161,2560.07%696CommonSOLE
679295105OKTAOKTA INC$161,1150.07%1,540CommonSOLE
723787107PXDEURPIONEER NAT RES CO$160,1250.07%610CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$159,6200.07%1,020CommonNONE
95040Q104WELLWELLTOWER INC$158,8480.07%1,700CommonNONE
136385101CNQCANADIAN NAT RES LTD$156,3450.07%2,050CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$154,0650.07%580CommonSOLE
149123101CATCATERPILLAR INC$153,9010.07%420CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$153,8060.07%1,761CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$151,0560.06%3,600CommonSOLE
74460D109PSAPUBLIC STORAGE$149,3810.06%515CommonNONE
413216300HMYHARMONY GOLD MINING CO LTD$147,0600.06%18,000CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$144,6510.06%1,330CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$143,1980.06%1,085CommonSOLE
761152107RMDRESMED INC$142,3840.06%719CommonSOLE
482480100KLACKLA CORP$139,7140.06%200CommonSOLE
20030N101CMCSACOMCAST CORP NEW$138,9370.06%3,205CommonSOLE
025816109AXPAMERICAN EXPRESS CO$136,6140.06%600CommonSOLE
00404A109ACHCACADIA HEALTHCARE COMPANY IN$135,4660.06%1,710CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$135,1170.06%1,755CommonSOLE
871607107SNPSSYNOPSYS INC$134,3030.06%235CommonSOLE
756109104OREALTY INCOME CORP$134,1680.06%2,480CommonNONE
670346105NUENUCOR CORP$131,9990.06%667CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$131,9870.06%1,080CommonSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$130,9580.06%1,845CommonSOLE
907818108UNPUNION PAC CORP$130,3430.06%530CommonSOLE
22822V101CCICROWN CASTLE INC$129,1130.05%1,220CommonNONE
05352A100AVTRAVANTOR INC$128,8730.05%5,040CommonSOLE
040413106ANETEURARISTA NETWORKS INC$127,5910.05%440CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$127,0320.05%850CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$126,9760.05%35CommonSOLE
22160N109CSGPCOSTAR GROUP INC$125,5800.05%1,300CommonSOLE
253868103DLRDIGITAL RLTY TR INC$125,3150.05%870CommonNONE
548661107LOWLOWES COS INC$122,2700.05%480CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$121,3990.05%390CommonSOLE
09247X101BLKCHFBLACKROCK INC$119,2190.05%143CommonSOLE
78409V104SPGIS&P GLOBAL INC$119,1260.05%280CommonSOLE
G29183103ETNEATON CORP PLC$118,8180.05%380CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$118,7070.05%362CommonSOLE
438516106HONHONEYWELL INTL INC$116,3770.05%567CommonSOLE
65339F101NEENEXTERA ENERGY INC$115,8050.05%1,812CommonSOLE
452327109ILMNILLUMINA INC$114,6620.05%835CommonSOLE
22052L104CTVACORTEVA INC$114,3600.05%1,983CommonSOLE
09062X103BIIBBIOGEN INC$113,2060.05%525CommonSOLE
071813109BAXBAXTER INTL INC$108,0470.05%2,528CommonSOLE
42809H107HESHESS CORP$107,7640.05%706CommonSOLE
284902509EGOELDORADO GOLD CORP NEW$106,8030.05%7,600CommonSOLE
H1467J104CBCHUBB LIMITED$106,2430.05%410CommonSOLE
032654105ADIANALOG DEVICES INC$102,8510.04%520CommonSOLE
384109104GGGGRACO INC$102,8060.04%1,100CommonSOLE
268150109DTDYNATRACE INC$102,1680.04%2,200CommonSOLE
172967424CCITIGROUP INC$101,1840.04%1,600CommonSOLE
370334104GISGENERAL MLS INC$100,0570.04%1,430CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$98,6810.04%1,100CommonSOLE
422806208HEI/AHEICO CORP NEW$98,5220.04%640CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$96,2120.04%1,330CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$96,0690.04%230CommonSOLE
743315103PGRPROGRESSIVE CORP$95,1370.04%460CommonSOLE
032095101APHAMPHENOL CORP NEW$94,5870.04%820CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$94,0860.04%2,550CommonSOLE
87612E106TGTTARGET CORP$93,9210.04%530CommonSOLE
G7S00T104PNRPENTAIR PLC$93,1300.04%1,090CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$92,9540.04%640CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$92,4040.04%370CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$91,6750.04%370CommonSOLE
337738108FISVFISERV INC$91,0970.04%570CommonSOLE
11777Q209BTGB2GOLD CORP$89,0050.04%33,969CommonSOLE
82509L107SHOPSHOPIFY INC$88,6990.04%1,150CommonSOLE
609207105MDLZMONDELEZ INTL INC$88,2000.04%1,260CommonSOLE
204448104BVNCOMPANIA DE MINAS BUENAVENTU$87,3400.04%5,500CommonSOLE
98138H101WDAYWORKDAY INC$87,2800.04%320CommonSOLE
50540R409LSILABORATORY CORP AMER HLDGS$86,0730.04%394CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$84,1260.04%150CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$82,9920.04%1,277CommonSOLE
925652109VICIVICI PPTYS INC$82,5180.03%2,770CommonNONE
780087102RYROYAL BK CDA$81,9800.03%813CommonSOLE
617446448MSMORGAN STANLEY$81,9190.03%870CommonSOLE
00206R102TAT&T INC$81,8050.03%4,648CommonSOLE
693718108PCARPACCAR INC$81,7670.03%660CommonSOLE
683344105ONTOONTO INNOVATION INC$81,4860.03%450CommonSOLE
H42097107UBSUBS GROUP AG$81,1850.03%2,638CommonSOLE
29476L107EQREQUITY RESIDENTIAL$80,7810.03%1,280CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$80,4770.03%1,484CommonSOLE
21874C102CNMCORE & MAIN INC$80,1500.03%1,400CommonSOLE
872590104TMUST-MOBILE US INC$79,9780.03%490CommonSOLE
12504L109CBRECBRE GROUP INC$79,7370.03%820CommonSOLE
855244109SBUXSTARBUCKS CORP$79,4180.03%869CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$78,7740.03%530CommonSOLE
N3167Y103RACEFERRARI N V$78,4690.03%180CommonSOLE
422806109HEIHEICO CORP NEW$78,3100.03%410CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$78,2720.03%380CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$77,8260.03%2,100CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$77,8160.03%290CommonSOLE
427866108HSYHERSHEY CO$77,8000.03%400CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$77,4550.03%223CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$77,4420.03%1,170CommonSOLE
126408103CSXCSX CORP$77,1060.03%2,080CommonSOLE
773122106ROCKET LAB USA INC$76,6520.03%18,650CommonSOLE
806857108SLBSCHLUMBERGER LTD$75,4190.03%1,376CommonSOLE
192108504CDECOEUR MNG INC$75,4000.03%20,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$75,0500.03%250CommonSOLE
88025T102TENBTENABLE HLDGS INC$74,1450.03%1,500CommonSOLE
12572Q105CMECME GROUP INC$73,4140.03%341CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$72,5940.03%335CommonNONE
G25508105CRHCRH PLC$72,0270.03%835CommonSOLE
72703X106PLPLANET LABS PBC$71,3750.03%27,990CommonSOLE
922280102VRNSVARONIS SYS INC$71,2270.03%1,510CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$70,5130.03%380CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$70,2520.03%1,400CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$69,5710.03%890CommonSOLE
23331A109DHID R HORTON INC$69,1110.03%420CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$68,7150.03%500CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$68,4630.03%1,090CommonSOLE
74758T303QLYSQUALYS INC$68,4170.03%410CommonSOLE
G0403H108AONAON PLC$68,4130.03%205CommonSOLE
291011104EMREMERSON ELEC CO$68,0520.03%600CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$67,7330.03%60CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$67,2130.03%695CommonSOLE
701094104PHPARKER-HANNIFIN CORP$66,6950.03%120CommonSOLE
891160509TDTORONTO DOMINION BK ONT$66,3720.03%1,100CommonSOLE
718172109PMPHILIP MORRIS INTL INC$65,9660.03%720CommonSOLE
842587107SOSOUTHERN CO$65,4270.03%912CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$65,3360.03%440CommonSOLE
M4056D110ENLTENLIGHT RENEWABLE ENERGY LTD$65,2350.03%3,900CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$64,6800.03%440CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$64,4390.03%280CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$63,9490.03%22CommonSOLE
56585A102MPCMARATHON PETE CORP$62,4650.03%310CommonSOLE
615394202MOG/AMOOG INC$62,2640.03%390CommonSOLE
65290E101NXTNEXTRACKER INC$61,8970.03%1,100CommonSOLE
67059N108NTNXNUTANIX INC$61,7200.03%1,000CommonSOLE
311900104FASTFASTENAL CO$61,7120.03%800CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$61,6640.03%2,050CommonSOLE
893641100TDGTRANSDIGM GROUP INC$61,5800.03%50CommonSOLE
833445109SNOWSNOWFLAKE INC$61,4080.03%380CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$60,8740.03%676CommonSOLE
67077M108NTRNUTRIEN LTD$60,8330.03%1,120CommonSOLE
58733R102MELIMERCADOLIBRE INC$60,4780.03%40CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$59,7070.03%323CommonSOLE
450913108IAGIAMGOLD CORP$59,3830.03%17,800CommonSOLE
12514G108CDWCDW CORP$59,3410.03%232CommonSOLE
09260D107BXBLACKSTONE INC$59,1170.03%450CommonSOLE
29446Y502EQXEQUINOX GOLD CORP$59,0950.03%9,800CommonSOLE
615369105MCOMOODYS CORP$58,9550.02%150CommonSOLE
718546104PSXPHILLIPS 66$58,8020.02%360CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$58,7770.02%2,550CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$57,4560.02%1,600CommonNONE
369550108GDGENERAL DYNAMICS CORP$56,4980.02%200CommonSOLE
58155Q103MCKMCKESSON CORP$56,3690.02%105CommonSOLE
46284V101IRMIRON MTN INC DEL$56,1470.02%700CommonNONE
91913Y100VLOVALERO ENERGY CORP$55,9860.02%328CommonSOLE
98978V103ZTSZOETIS INC$55,8390.02%330CommonSOLE
778296103ROSTROSS STORES INC$55,7690.02%380CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$55,7230.02%940CommonSOLE
88579Y101MMM3M CO$55,1560.02%520CommonSOLE
31428X106FDXFEDEX CORP$55,0510.02%190CommonSOLE
172908105CTASCINTAS CORP$54,9620.02%80CommonSOLE
152006102CGAUCENTERRA GOLD INC$54,9130.02%9,300CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$54,4690.02%570CommonSOLE
345370860FFORD MTR CO DEL$54,4480.02%4,100CommonSOLE
001055102AFLAFLAC INC$54,0920.02%630CommonSOLE
980745103WWDWOODWARD INC$53,9420.02%350CommonSOLE
929160109VMCVULCAN MATLS CO$53,2190.02%195CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$52,8530.02%410CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$52,8400.02%909CommonSOLE
88162G103TTEKTETRA TECH INC NEW$51,7190.02%280CommonSOLE
46187W107INVHINVITATION HOMES INC$51,6350.02%1,450CommonNONE
704326107PAYXPAYCHEX INC$51,5760.02%420CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$51,5240.02%260CommonSOLE
579780206MKCMCCORMICK & CO INC$51,4630.02%670CommonSOLE
902973304USBUS BANCORP DEL$51,4050.02%1,150CommonSOLE
009158106APDAIR PRODS & CHEMS INC$50,8770.02%210CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$50,5010.02%50CommonSOLE
02209S103MOALTRIA GROUP INC$50,3370.02%1,154CommonSOLE
25746U109DDOMINION ENERGY INC$50,1740.02%1,020CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$49,8370.02%680CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$49,1530.02%380CommonSOLE
816851109SRESEMPRA$48,8440.02%680CommonSOLE
644535106NGDNNEW GOLD INC CDA$48,8020.02%29,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$48,7580.02%195CommonSOLE
75524B104RBCRBC BEARINGS INC$48,6630.02%180CommonSOLE
15135U109CVECENOVUS ENERGY INC$48,2690.02%2,415CommonSOLE
03076C106AMPAMERIPRISE FINL INC$48,2280.02%110CommonSOLE
009066101ABNBAIRBNB INC$47,8380.02%290CommonSOLE
366651107ITGARTNER INC$47,6670.02%100CommonSOLE
969457100WMBWILLIAMS COS INC$47,5430.02%1,220CommonSOLE
053332102AZOAUTOZONE INC$47,2750.02%15CommonSOLE
D18190898DBDEUTSCHE BANK A G$47,1710.02%3,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$47,1510.02%185CommonSOLE
753422104RPDRAPID7 INC$47,0780.02%960CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$47,0340.02%650CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$46,8930.02%700CommonSOLE
40434L105HPQHP INC$46,8410.02%1,550CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$46,5410.02%288CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$46,4540.02%312CommonSOLE
34354P105FLSFLOWSERVE CORP$45,6800.02%1,000CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$45,4100.02%680CommonSOLE
217204106CPRTCOPART INC$45,1780.02%780CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$44,4180.02%680CommonSOLE
81730H109SSENTINELONE INC$44,2890.02%1,900CommonSOLE
N82405106STLASTELLANTIS N.V$43,7230.02%1,545CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$42,9380.02%1,400CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$42,3110.02%480CommonSOLE
92276F100VTRVENTAS INC$42,2340.02%970CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$42,1890.02%490CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$42,0900.02%424CommonSOLE
89832Q109TFCTRUIST FINL CORP$41,9810.02%1,077CommonSOLE
260557103DOWDOW INC$41,7100.02%720CommonSOLE
86771W105RUNSUNRUN INC$41,5170.02%3,150CommonSOLE
871829107SYYSYSCO CORP$41,4020.02%510CommonSOLE
866674104SUISUN CMNTYS INC$41,1460.02%320CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$41,0800.02%360CommonSOLE
37045V100GMGENERAL MTRS CO$40,8150.02%900CommonSOLE
25862V105DVDOUBLEVERIFY HLDGS INC$40,7860.02%1,160CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$40,3340.02%700CommonSOLE
59156R108METMETLIFE INC$40,0190.02%540CommonSOLE
136375102CNICANADIAN NATL RY CO$39,4950.02%300CommonSOLE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$39,2400.02%1,500CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$39,1170.02%1,700CommonSOLE
219350105GLWCORNING INC$38,8930.02%1,180CommonSOLE
008073108AVAVAEROVIRONMENT INC$38,3200.02%250CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$38,2590.02%180CommonSOLE
682189105ONON SEMICONDUCTOR CORP$37,5100.02%510CommonSOLE
303250104FICOFAIR ISAAC CORP$37,4880.02%30CommonSOLE
29250N105ENBENBRIDGE INC$37,2130.02%1,030CommonSOLE
351858105FNVFRANCO NEV CORP$36,9290.02%310CommonSOLE
30161N101EXCEXELON CORP$36,4430.02%970CommonSOLE
444859102HUMHUMANA INC$36,4060.02%105CommonSOLE
48251W104KKRKKR & CO INC$36,2090.02%360CommonSOLE
428291108HXLHEXCEL CORP NEW$35,6970.02%490CommonSOLE
384802104GWWGRAINGER W W INC$35,6060.02%35CommonSOLE
056525108BMIBADGER METER INC$35,5980.02%220CommonSOLE
69047Q102OVVOVINTIV INC$35,2920.01%680CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$34,3960.01%400CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$34,2110.01%260CommonNONE
858119100STLDSTEEL DYNAMICS INC$34,0930.01%230CommonSOLE
518439104ELLAUDER ESTEE COS INC$33,9130.01%220CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$33,8710.01%50CommonSOLE
526057104LENLENNAR CORP$33,7080.01%196CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$33,6870.01%1,900CommonSOLE
55354G100MSCIMSCI INC$33,6270.01%60CommonSOLE
82489W107SHLSSHOALS TECHNOLOGIES GROUP IN$33,5400.01%3,000CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$33,4700.01%1,000CommonSOLE
45784P101PODDINSULET CORP$33,4230.01%195CommonSOLE
759509102RSRELIANCE INC$33,4180.01%100CommonSOLE
231561101CWCURTISS WRIGHT CORP$33,2720.01%130CommonSOLE
70202L102PSNPARSONS CORP DEL$33,1800.01%400CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$32,8830.01%121CommonSOLE
353514102FELEFRANKLIN ELEC INC$32,0430.01%300CommonSOLE
744320102PRUPRUDENTIAL FINL INC$31,6980.01%270CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$31,6790.01%109CommonSOLE
443573100HUBSHUBSPOT INC$31,3280.01%50CommonSOLE
98389B100XELXCEL ENERGY INC$31,1750.01%580CommonSOLE
453038408IMOIMPERIAL OIL LTD$31,0310.01%450CommonSOLE
784730103SSRMSSR MINING IN$30,7090.01%6,900CommonSOLE
13321L108CCJCAMECO CORP$30,2970.01%700CommonSOLE
761624105REXREX AMERICAN RES CORP$29,9420.01%510CommonSOLE
058498106BALLBALL CORP$29,6380.01%440CommonSOLE
852234103XYZBLOCK INC$29,6030.01%350CommonSOLE
020002101ALLALLSTATE CORP$29,4120.01%170CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$29,4080.01%1,600CommonSOLE
26152H301DRDDRDGOLD LIMITED$28,7000.01%3,500CommonSOLE
501044101KRKROGER CO$28,5650.01%500CommonSOLE
69370C100PTCPTC INC$28,3410.01%150CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$27,9800.01%400CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$27,5290.01%210CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$27,5100.01%1,500CommonSOLE
204166102CVLTCOMMVAULT SYS INC$27,3860.01%270CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$26,9840.01%290CommonSOLE
294429105EFXEQUIFAX INC$26,7520.01%100CommonSOLE
29362U104ENTGENTEGRIS INC$26,7030.01%190CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$26,6490.01%300CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$26,5850.01%170CommonSOLE
92343E102VRSNVERISIGN INC$26,5310.01%140CommonSOLE
231021106CMICUMMINS INC$26,5190.01%90CommonSOLE
063671101BMOBANK MONTREAL QUE$26,3550.01%270CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$25,8500.01%1,250CommonNONE
55405Y100MTSIMACOM TECH SOLUTIONS HLDGS I$25,8230.01%270CommonSOLE
49177J102KVUEKENVUE INC$25,7520.01%1,200CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$25,6050.01%280CommonSOLE
30063P105EXKEXACT SCIENCES CORP$25,5520.01%370CommonSOLE
049468101TEAMATLASSIAN CORPORATION$25,3640.01%130CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$25,2490.01%700CommonSOLE
911363109URIUNITED RENTALS INC$25,2390.01%35CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$25,2210.01%340CommonSOLE
115637209BF/BBROWN FORMAN CORP$24,7780.01%480CommonSOLE
878742204TECKTECK RESOURCES LTD$24,7110.01%540CommonSOLE
487836108KKELLANOVA$24,6350.01%430CommonSOLE
281020107EIXEDISON INTL$24,0480.01%340CommonSOLE
G6095L109APTIV PLC$23,8950.01%300CommonSOLE
H01301128ALCALCON AG$23,8800.01%288CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$23,5190.01%360CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$23,4500.01%700CommonSOLE
988498101YUMYUM BRANDS INC$23,4320.01%169CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$23,3150.01%460CommonSOLE
857477103STTSTATE STR CORP$23,1960.01%300CommonSOLE
760759100RSGREPUBLIC SVCS INC$22,9730.01%120CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$22,9720.01%100CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$22,6320.01%17CommonSOLE
16411R208LNGCHENIERE ENERGY INC$22,5790.01%140CommonSOLE
256677105DGDOLLAR GEN CORP NEW$22,4730.01%144CommonSOLE
053611109AVYAVERY DENNISON CORP$22,3250.01%100CommonSOLE
127097103CTRACOTERRA ENERGY INC$22,3040.01%800CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$22,0680.01%600CommonNONE
12532H104GIBCGI INC$22,0600.01%200CommonSOLE
297178105ESSESSEX PPTY TR INC$22,0330.01%90CommonNONE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$22,0000.01%80CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$21,8180.01%240CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$21,7820.01%140CommonSOLE
029899101AWRAMER STATES WTR CO$21,6720.01%300CommonSOLE
60937P106MDBMONGODB INC$21,5180.01%60CommonSOLE
02217A102AMPSUSDALTUS POWER INC$21,5100.01%4,500CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$21,4880.01%35CommonSOLE
832696405SJMSMUCKER J M CO$21,3980.01%170CommonSOLE
37940X102GPNGLOBAL PMTS INC$21,3860.01%160CommonSOLE
256746108DLTRDOLLAR TREE INC$21,3040.01%160CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$20,6080.01%320CommonNONE
95082P105WCCWESCO INTL INC$20,5540.01%120CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$20,4560.01%200CommonSOLE
87807B107TRPTC ENERGY CORP$20,4120.01%508CommonSOLE
61945C103MOSMOSAIC CO NEW$20,1250.01%620CommonSOLE
682680103OKEONEOK INC NEW$20,0430.01%250CommonSOLE
H50430232LOGILOGITECH INTL S A$19,7110.01%220CommonSOLE
92939U106WECWEC ENERGY GROUP INC$19,7090.01%240CommonSOLE
49446R109KIMKIMCO RLTY CORP$19,6100.01%1,000CommonNONE
237266101DARDARLING INGREDIENTS INC$19,5340.01%420CommonSOLE
125269100CFCF INDS HLDGS INC$19,1380.01%230CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$19,1350.01%370CommonSOLE
30040W108ESEVERSOURCE ENERGY$19,1260.01%320CommonSOLE
48123V102ZDZIFF DAVIS INC$18,9120.01%300CommonSOLE
03743Q108APAAPA CORPORATION$18,9090.01%550CommonSOLE
372460105GPCGENUINE PARTS CO$18,5920.01%120CommonSOLE
26884L109EQTEQT CORP$18,5350.01%500CommonSOLE
03945R102ACHRARCHER AVIATION INC$18,4800.01%4,000CommonSOLE
500754106KHCKRAFT HEINZ CO$18,4500.01%500CommonSOLE
36467J108GLPIGAMING & LEISURE PPTYS INC$18,4280.01%400CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$18,2880.01%150CommonSOLE
18539C105NY4BCLEARWAY ENERGY INC$18,2840.01%850CommonSOLE
209115104EDCONSOLIDATED EDISON INC$18,1620.01%200CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$17,9210.01%90CommonSOLE
88339J105TTDTHE TRADE DESK INC$17,4840.01%200CommonSOLE
H11356104BGBUNGE GLOBAL SA$17,4280.01%170CommonSOLE
693506107PPGPPG INDS INC$17,3880.01%120CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$17,3550.01%30CommonSOLE
952845105WFGWEST FRASER TIMBER CO LTD$17,2650.01%200CommonSOLE
34959J108FTVFORTIVE CORP$17,2040.01%200CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$17,1280.01%160CommonSOLE
N14506104ESTCELASTIC N V$17,0410.01%170CommonSOLE
92936U109WPCWP CAREY INC$16,9320.01%300CommonNONE
33767E202FSVFIRSTSERVICE CORP NEW$16,5510.01%100CommonSOLE
086516101BBYBEST BUY INC$16,4060.01%200CommonSOLE
729132100PLXSPLEXUS CORP$16,1190.01%170CommonSOLE
34965K107FTREFORTREA HLDGS INC$15,8150.01%394CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$15,6890.01%240CommonSOLE
316773100FITBFIFTH THIRD BANCORP$15,6280.01%420CommonSOLE
337932107FEFIRSTENERGY CORP$15,4480.01%400CommonSOLE
85859N102STEM INC$15,3300.01%7,000CommonSOLE
758849103REGREGENCY CTRS CORP$15,1400.01%250CommonNONE
87971M103TUTELUS CORPORATION$14,3950.01%900CommonSOLE
101121101BXPBOSTON PROPERTIES INC$14,3680.01%220CommonNONE
493267108KEYKEYCORP$14,2290.01%900CommonSOLE
902653104UDRUDR INC$14,2160.01%380CommonNONE
565849106MRO*MARATHON OIL CORP$14,1700.01%500CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$14,0630.01%750CommonNONE
133131102CPTCAMDEN PPTY TR$13,7760.01%140CommonNONE
559222401MGAMAGNA INTL INC$13,6160.01%250CommonSOLE
64115T104NTCTNETSCOUT SYS INC$13,1040.01%600CommonSOLE
801056102SANMSANMINA CORPORATION$13,0580.01%210CommonSOLE
31188V100FSLYFASTLY INC$12,9700.01%1,000CommonSOLE
11271J107BNBROOKFIELD CORP$12,7590.01%305CommonSOLE

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.