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Institutional

Fieldview Capital Management, LLC

CIK 0002040221
$342.6M
Reported AUM
468
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · Fieldview Capital Management, LLC · Q1 2026

AI · grounded in 13F

Fieldview Capital Management, LLC exited its position in TJX for a reduction of $7.14M. The fund also closed positions in FITB and AAPL, reducing exposure by $6.81M and $6.17M respectively. On the buy side, the fund established a new position in FCNCA worth $3.67M and added TER with a $3.16M investment.

Portfolio · Q1 2026

Other$307.3MFL

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1FCNCAFIRST CTZNS BANCSHARES INC D$3.7M1.07%+1,947NEW
2WSBCWESBANCO INC$3.5M1.01%+83,992+523.2%
3BIIBBIOGEN INC$3.2M0.95%+3,387+23.7%
4TERTERADYNE INC$3.2M0.92%+10,667NEW
5BPOPPOPULAR INC$3.2M0.92%-29,361-55.5%
6BNLBROADSTONE NET LEASE INC$2.8M0.82%+67,152+77.9%
7TOWNTOWNEBANK PORTSMOUTH VA$2.8M0.81%+82,283NEW
8NHINATIONAL HEALTH INVS INC$2.8M0.80%+9,167+36.9%
9DARDARLING INGREDIENTS INC$2.7M0.79%-4,319-9.0%
10AZOAUTOZONE INC$2.6M0.75%+763NEW
11FIVEFIVE BELOW INC$2.5M0.73%-5,098-31.9%
12ATMUATMUS FILTRATION TECHNOLOGIE$2.5M0.72%+20,290+86.7%
13HASHASBRO INC$2.5M0.72%+17,626+201.6%
14KNSAKINIKSA PHARMACEUTICALS INTL$2.5M0.72%+51,072NEW
15SUISUN CMNTYS INC$2.4M0.69%+18,853NEW
16MKLMARKEL GROUP INC$2.4M0.69%+339+38.0%
17RIVNRIVIAN AUTOMOTIVE INC$2.3M0.68%+15,063+10.8%
18RDNTRADNET INC$2.2M0.64%+39,509NEW
19MUSAMURPHY USA INC$2.2M0.64%+4,454NEW
20NNINELNET INC$2.1M0.61%+5,671+53.9%
21RRYDER SYS INC$2.1M0.61%-3,483-25.5%
22TSLATESLA INC$2.1M0.60%+315+6.0%
23NJRNEW JERSEY RES CORP$2.1M0.60%+10,742+40.2%
24AWIARMSTRONG WORLD INDS INC NEW$2.0M0.60%+12,393NEW
25FERGFERGUSON ENTERPRISES INC$2.0M0.59%+8,620NEW
26RPRXROYALTY PHARMA PLC$2.0M0.58%-55,442-57.3%
27TPRTAPESTRY INC$2.0M0.58%+14,023NEW
28SYYSYSCO CORP$1.9M0.56%+27,043NEW
29DKSDICKS SPORTING GOODS INC$1.9M0.56%-11,037-53.3%
30OZKBANK OZK LITTLE ROCK ARK$1.9M0.55%+41,182NEW
31AGNCAGNC INVT CORP$1.9M0.55%+17,046+10.0%
32SNXTD SYNNEX CORPORATION$1.9M0.54%+11,059NEW
33PLXSPLEXUS CORP$1.9M0.54%-6,003-39.5%
34SFMSPROUTS FMRS MKT INC$1.9M0.54%+21,032+702.5%
35COSTCOSTCO WHOLESALE CORPORATION$1.8M0.53%-4,607-71.8%
36CVBFCVB FINL CORP$1.8M0.52%+92,243NEW
37FLGFLAGSTAR BANK NATIONAL ASSOC$1.8M0.51%-92,436-40.9%
38ALNYALNYLAM PHARMACEUTICALS INC$1.7M0.51%+5,275NEW
39LNGCHENIERE ENERGY INC$1.7M0.51%+6,117NEW
40ALKALASKA AIR GROUP INC$1.7M0.50%+46,880NEW
41TFCTRUIST FINL CORP$1.7M0.50%+37,059NEW
42SSNCSS&C TECH HLDGS$1.7M0.50%+25,116NEW
43DECKDECKERS OUTDOOR CORP$1.7M0.49%+16,718NEW
44MRVLMARVELL TECHNOLOGY INC$1.6M0.47%+13,863+566.5%
45UIUBIQUITI INC$1.6M0.47%+1,624+397.1%
46WTMWHITE MTNS INS GROUP LTD$1.6M0.47%+729NEW
47SFNCSIMMONS FIRST NATL CORP$1.5M0.45%+79,406NEW
48JHGJANUS HENDERSON GROUP PLC$1.5M0.45%+29,853NEW
49NMRKNEWMARK GROUP INC$1.5M0.45%+102,098NEW
50DLODLOCAL LTD$1.5M0.44%+35,135+42.9%
51BCBRUNSWICK CORP$1.5M0.44%+20,726NEW
52EBCEASTERN BANKSHARES INC$1.5M0.44%+76,451NEW
53CVICVR ENERGY INC$1.5M0.43%+43,530NEW
54CTASCINTAS CORP$1.5M0.43%+1,658+23.8%
55CHWYCHEWY INC$1.5M0.43%+54,077NEW
56FBPFIRST BANCORP CORPORATION$1.4M0.42%-59,563-47.1%
57ABNBAIRBNB INC$1.4M0.40%+10,905NEW
58AFLAFLAC INC$1.4M0.40%+7,830+168.1%
59GLBEGLOBAL E ONLINE LTD$1.4M0.40%-4,241-8.7%
60CHDNCHURCHILL DOWNS INC$1.4M0.40%-14,206-48.3%
61ORLYOREILLY AUTOMOTIVE INC$1.3M0.39%+14,597NEW
62VCTRVICTORY CAP HLDGS INC DEL$1.3M0.39%+20,557NEW
63SBUXSTARBUCKS CORP$1.3M0.39%-10,415-41.2%
64K4FONESTREAM INC$1.3M0.38%+39,536+258.9%
65CLXCLOROX CO DEL$1.3M0.38%+12,638NEW
66ALAIR LEASE CORP$1.3M0.38%-13,302-40.0%
67GFSGLOBALFOUNDRIES INC$1.3M0.38%+20,889+258.8%
68CCITIGROUP INC$1.3M0.37%+11,310NEW
69CVNACARVANA CO$1.3M0.37%+4,051NEW
70PAYPAYMENTUS HOLDINGS INC$1.3M0.37%+49,722NEW
71VLYVALLEY NATL BANCORP$1.3M0.37%+72,844+243.3%
72FNBF N B CORP$1.3M0.36%+74,763NEW
73UHAL/BU HAUL HOLDING COMPANY$1.2M0.36%-12,779-31.7%
74LVSLAS VEGAS SANDS CORP$1.2M0.35%-47,545-67.9%
75USBUS BANCORP$1.2M0.35%-86,532-78.9%
76ALSNALLISON TRANSMISSION HLDGS I$1.2M0.35%+10,237NEW
77GTLSCHART INDS INC$1.2M0.34%+5,634NEW
78UNMUNUM GROUP$1.2M0.34%+10,723+210.2%
79IBOCINTERNATIONAL BANCSHARES COR$1.2M0.34%-6,421-27.3%
80TPCTUTOR PERINI CORP$1.1M0.34%+11,014+285.3%
81EATBRINKER INTL INC$1.1M0.33%+1,665+26.8%
82CENXCENTURY ALUM CO$1.1M0.33%+19,000NEW
83UWMCUWM HOLDINGS CORPORATION$1.1M0.32%+303,324NEW
84ABGASBURY AUTOMOTIVE GROUP INC$1.1M0.32%-8,775-61.2%
85MGEEMGE ENERGY INC$1.1M0.32%+6,648+89.6%
86SLABSILICON LABORATORIES INC$1.1M0.31%+5,145NEW
87RNSTRENASANT CORP$1.1M0.31%+29,626NEW
88KTBKONTOOR BRANDS INC$1.1M0.31%-64,996-81.2%
89TTMITTM TECHNOLOGIES INC$1.0M0.30%+10,638NEW
90TPGTPG INC$1.0M0.30%+19,126+303.9%
91KEXKIRBY CORP$1.0M0.30%+7,748NEW
92ASAMER SPORTS INC$1.0M0.30%+19,020+155.3%
93CATYCATHAY GEN BANCORP$1.0M0.30%+20,627NEW
94PRVAPRIVIA HEALTH GROUP INC$1.0M0.30%+49,951NEW
95CPTCAMDEN PPTY TR$1.0M0.30%+7,010+201.0%
96AKAMAKAMAI TECHNOLOGIES INC$1.0M0.30%+8,848NEW
97DELLDELL TECHNOLOGIES INC$1.0M0.29%+6,150NEW
98ACAARCOSA INC$1.0M0.29%+7,500+384.6%
99BCPCBALCHEM CORP$1.0M0.29%+3,150+114.4%
100KRCKILROY REALTY CORP$998K0.29%+35,369NEW
101WWDWOODWARD INC$994K0.29%-737-21.0%
102PEGAPEGASYSTEMS INC$980K0.29%+14,016+155.4%
103OVVOVINTIV INC$976K0.28%+16,437NEW
104TIGOMILLICOM INTL CELLULAR S A$975K0.28%+13,010NEW
105OMFONEMAIN HLDGS INC$975K0.28%+18,219NEW
106GAPGAP INC$961K0.28%-118,848-74.9%
107KMXCARMAX INC$952K0.28%+22,898NEW
108ULSUL SOLUTIONS INC$949K0.28%+11,067NEW
109NCLHNORWEGIAN CRUISE LINE HLDGS$946K0.28%-80,164-61.3%
110CWANCLEARWATER ANALYTICS HLDGS I$942K0.28%+39,848NEW
111OSCROSCAR HEALTH INC$942K0.27%+57,722+236.5%
112SPOTSPOTIFY TECHNOLOGY S A$941K0.27%-4,500-69.9%
113VEEVVEEVA SYS INC$937K0.27%+5,337NEW
114GRMNGARMIN LTD$934K0.27%-19,579-82.9%
115SMMTSUMMIT THERAPEUTICS INC$933K0.27%+49,204NEW
116BSXBOSTON SCIENTIFIC CORP$930K0.27%+14,815NEW
117BXSLBLACKSTONE SECD LENDING FD$903K0.26%+23,110+154.1%
118ASOACADEMY SPORTS & OUTDOORS IN$903K0.26%+15,990NEW
119PCTYPAYLOCITY HLDG CORP$897K0.26%+2,523+43.6%
120FGF&G ANNUITIES & LIFE INC$896K0.26%+23,706+203.1%
121LPLALPL FINL HLDGS INC$880K0.26%+2,300+368.0%
122URBNURBAN OUTFITTERS INC$880K0.26%+13,885NEW
123JOEST JOE CO$871K0.25%+13,867NEW
124KEYKEYCORP$870K0.25%+43,375NEW
125WATWATERS CORP$855K0.25%+2,872NEW
126CRCCALIFORNIA RES CORP$854K0.25%+12,343NEW
127MASIMASIMO CORP$851K0.25%+4,784NEW
128ENSENERSYS$845K0.25%+3,093+174.5%
129AFRMAFFIRM HLDGS INC$842K0.25%-9,080-33.1%
130VICRVICOR CORP$830K0.24%+2,456+90.9%
131IEXIDEX CORP$818K0.24%+4,314NEW
132AMZNAMAZON COM INC$816K0.24%+3,918NEW
133TCBITEXAS CAP BANCSHARES INC$811K0.24%-35,536-80.6%
134FIXCOMFORT SYS USA INC$811K0.24%+588NEW
135IDCCINTERDIGITAL INC$806K0.24%-8,492-76.1%
136ALBALBEMARLE CORP$795K0.23%+4,431NEW
137FFIVF5 INC$795K0.23%+2,746NEW
138NDSNNORDSON CORP$794K0.23%-3,107-51.0%
139UGIUGI CORP NEW$784K0.23%+21,521NEW
140T86TRI POINTE HOMES INC$783K0.23%+16,763NEW
141EHCENCOMPASS HEALTH CORP$779K0.23%-30,194-79.0%
142ARCCARES CAPITAL CORP$776K0.23%+768+1.8%
143ONDSONDAS INC$773K0.23%+85,472NEW
144GMGENERAL MTRS CO$770K0.22%+3,847+59.3%
145CVSACOVISTA INC$766K0.22%+6,645NEW
146SMRNUSCALE PWR CORP$765K0.22%+70,607NEW
147BEBLOOM ENERGY CORP$762K0.22%+5,622NEW
148ROADCONSTRUCTION PARTNERS INC$760K0.22%+6,836NEW
149PAYXPAYCHEX INC$757K0.22%-14,705-64.1%
150DASHDOORDASH INC$735K0.21%-12,187-71.4%
151WIXWIX COM LTD$734K0.21%+8,149NEW
152FTITECHNIPFMC PLC$733K0.21%+10,605NEW
153BGBUNGE GLOBAL SA$733K0.21%+5,760NEW
154ASBASSOCIATED BANC-CORP$730K0.21%+28,235NEW
155MTZMASTEC INC$726K0.21%+2,256NEW
156ARWRARROWHEAD PHARMACEUTICALS IN$724K0.21%-20,110-63.5%
157MIRMMIRUM PHARMACEUTICALS INC$724K0.21%+7,832NEW
158SRRKSCHOLAR ROCK HLDG CORP$720K0.21%+14,648NEW
159ROKUROKU INC$717K0.21%-9,665-56.0%
160GATXGATX CORP$717K0.21%+1,653+65.0%
161HIMSHIMS & HERS HEALTH INC$716K0.21%+34,507NEW
162RDNRADIAN GROUP INC$710K0.21%+21,465NEW
163ONONON HLDG AG$705K0.21%-34,853-62.7%
164MKSIMKS INC.$701K0.20%-22,159-87.9%
165TXRHTEXAS ROADHOUSE INC$699K0.20%+4,233NEW
166TRNOTERRENO RLTY CORP$698K0.20%+5,200+84.4%
167STNGSCORPIO TANKERS INC$694K0.20%+9,302NEW
168MCDMCDONALDS CORP$690K0.20%-13,798-86.1%
169COHRCOHERENT CORP$685K0.20%+390+15.7%
170TFXTELEFLEX INCORPORATED$682K0.20%+5,705NEW
171AXONAXON ENTERPRISE INC$682K0.20%+239+17.5%
172PVHPVH CORPORATION$680K0.20%+9,745NEW
173ASTSAST SPACEMOBILE INC$675K0.20%+8,151NEW
174SJMSMUCKER J M CO$675K0.20%+3,629+107.8%
175HALHALLIBURTON CO$673K0.20%+17,250NEW
176PBPROSPERITY BANCSHARES INC$671K0.20%+9,988NEW
177ZIONZIONS BANCORPORATION NATL AS$671K0.20%+11,644NEW
178SHAKSHAKE SHACK INC$669K0.20%+7,558NEW
179BURLBURLINGTON STORES INC$667K0.19%+2,050NEW
180AIGAMERICAN INTL GROUP INC$665K0.19%+8,832NEW
181ZNGAZOOM COMMUNICATIONS INC$664K0.19%-11,843-58.9%
182MAINMAIN STR CAP CORP$663K0.19%+12,526NEW
183LYBLYONDELLBASELL INDUSTRIES NV$663K0.19%+8,231NEW
184AM6AMICUS THERAPEUTIC$650K0.19%+44,948NEW
185LEUCENTRUS ENERGY CORP$648K0.19%+1,906+104.4%
186JAZZJAZZ PHARMACEUTICALS PLC$643K0.19%-7,567-69.0%
187ROSTROSS STORES INC$642K0.19%-8,583-74.3%
188PKGPACKAGING CORP AMER$639K0.19%+3,013NEW
189FDSFACTSET RESH SYS INC$639K0.19%+684+30.3%
190RBRKRUBRIK INC.$628K0.18%-33,312-72.2%
191DUOLDUOLINGO INC$625K0.18%-10,899-63.2%
192HSTHOST HOTELS & RESORTS INC$624K0.18%+8,536+35.5%
193CMGCHIPOTLE MEXICAN GRILL INC$623K0.18%+19,449NEW
194OSKOSHKOSH CORP$621K0.18%+4,221NEW
195RGLDROYAL GOLD INC$620K0.18%+2,437NEW
196FLNCFLUENCE ENERGY INC$616K0.18%+29,740+197.6%
197PORPORTLAND GEN ELEC CO$614K0.18%+11,640NEW
198OUTOUTFRONT MEDIA INC$604K0.18%+22,796NEW
199HTGCHERCULES CAPITAL INC$597K0.17%+40,418NEW
200ARMKARAMARK$593K0.17%-26,053-64.1%
201SDASEALED AIR CORP NEW$592K0.17%-6,515-31.6%
202SGHCSUPER GROUP SGHC LIMITED$592K0.17%+54,776NEW
203ELLAUDER ESTEE COS INC$588K0.17%+8,197NEW
204UUNITY SOFTWARE INC$588K0.17%-8,118-23.2%
205RELYREMITLY GLOBAL INC$586K0.17%+37,398NEW
206NVDANVIDIA CORPORATION$584K0.17%+3,351NEW
207OLLIOLLIES BARGAIN OUTLET HLDGS$583K0.17%-4,178-39.7%
208TTANSERVICETITAN INC$583K0.17%+9,180NEW
209MSFTMICROSOFT CORP$580K0.17%+1,568NEW
210MMM3M CO$579K0.17%-12,743-76.2%
211GTXGARRETT MOTION INC$571K0.17%+31,432NEW
212AMHAMERICAN HOMES 4 RENT$563K0.16%+20,172NEW
213AMKRAMKOR TECHNOLOGY INC$562K0.16%+12,474NEW
214APLDAPPLIED DIGITAL CORP$558K0.16%+23,490NEW
215FCNFTI CONSULTING INC$557K0.16%+907+40.4%
216GHCGRAHAM HLDGS CO$547K0.16%+278+116.3%
217DKNGDRAFTKINGS INC NEW$545K0.16%-46,243-64.7%
218AGXARGAN INC$542K0.16%-93-8.5%
219LITELUMENTUM HLDGS INC$538K0.16%-205-21.1%
220VIKVIKING HOLDINGS LTD$533K0.16%-13,166-64.5%
221ICEINTERCONTINENTAL EXCHANGE IN$523K0.15%+769+30.1%
222VVVVALVOLINE INC$520K0.15%-1,617-9.5%
223HWCHANCOCK WHITNEY CORPORATION$519K0.15%+8,160NEW
224CVLTCOMMVAULT SYS INC$517K0.15%+6,640NEW
225BOOTBOOT BARN HLDGS INC$517K0.15%-19,766-84.8%
226AAALCOA CORP$516K0.15%+7,780NEW
227VVISA INC$514K0.15%-459-21.2%
228NVTNVENT ELEC PLC$513K0.15%+496+12.9%
229IVZINVESCO LTD$511K0.15%+4,198+25.0%
230NETCLOUDFLARE INC$510K0.15%+2,472NEW
231ITTITT INC$509K0.15%+2,674NEW
232LOPEGRAND CANYON ED INC$509K0.15%+2,993NEW
233WABWABTEC$508K0.15%+2,032NEW
234CAHCARDINAL HEALTH INC$507K0.15%+2,401NEW
235COLDAMERICOLD REALTY TRUST INC$506K0.15%+11,915+37.0%
236ROIVROIVANT SCIENCES LTD$506K0.15%+1,532+9.2%
237PLNTPLANET FITNESS MASTER ISSUER$505K0.15%+3,468+104.5%
238RGAREINSURANCE GROUP AMER INC$504K0.15%+48+2.0%
239DNTHDIANTHUS THERAPEUTICS INC$501K0.15%+5,973NEW
240CUBECUBESMART$500K0.15%-3,360-19.8%
241UPSUNITED PARCEL SVCS INC$498K0.15%+2,116+71.8%
242EQIXEQUINIX INC$497K0.15%+507NEW
243TRMBTRIMBLE INC$497K0.15%+7,617NEW
244HBANHUNTINGTON BANCSHARES INC$496K0.14%-372,886-92.2%
245JCIJOHNSON CONTROLS INTERNATION$496K0.14%+3,789NEW
246AZZAZZ INC$495K0.14%+3,959NEW
247AITAPPLIED INDL TECHNOLOGIES IN$495K0.14%-543-22.5%
248PBFPBF ENERGY INC$495K0.14%-71,471-87.3%
249AMDADVANCED MICRO DEVICES INC$495K0.14%+721+42.1%
250AMEAMETEK INC$494K0.14%-3,612-61.0%
251PRMBPRIMO BRANDS CORPORATION$493K0.14%+26,184NEW
252RTXRTX CORPORATION$492K0.14%+2,552NEW
253ACIWACI WORLDWIDE INC$492K0.14%+11,993NEW
254SNDRSCHNEIDER NATIONAL INC$492K0.14%+18,657NEW
255KBRKBR INC$490K0.14%+7,734+139.4%
256AMTAMERICAN TOWER CORP$489K0.14%-5,194-64.7%
257DRSLEONARDO DRS INC$489K0.14%-21,473-66.2%
258DRIDARDEN RESTAURANTS INC$488K0.14%+663+36.3%
259CBRECBRE GROUP INC$488K0.14%-1,846-33.9%
260COOCOOPER COS INC$487K0.14%+6,817NEW
261NSCNORFOLK SOUTHN CORP$487K0.14%+1,698NEW
262SSENTINELONE INC$487K0.14%+37,835NEW
263OTTROTTER TAIL CORP$483K0.14%+5,505NEW
264MAAMID-AMER APT CMNTYS INC$483K0.14%+1,060+36.7%
265KVUEKENVUE INC$481K0.14%+27,910NEW
266ONTOONTO INNOVATION INC$481K0.14%+2,344NEW
267STNESTONECO LTD$480K0.14%+34,001NEW
268HCCWARRIOR MET COAL INC$480K0.14%+5,152NEW
269CDWCDW CORP$473K0.14%-110-2.7%
270MWAMUELLER WTR PRODS INC$469K0.14%-1,659-8.9%
271WMBWILLIAMS COS INC$469K0.14%+6,441NEW
272SOUNSOUNDHOUND AI INC$466K0.14%+67,861NEW
273AXTAAXALTA COATING SYS LTD$466K0.14%+16,825NEW
274EBAYEBAY INC.$466K0.14%+5,119NEW
275WRBYWARBY PARKER INC$466K0.14%+22,093NEW
276APPFAPPFOLIO INC$464K0.14%+1,662+129.7%
277FDXFEDEX CORP$461K0.13%-4,585-78.0%
278RNRRENAISSANCERE HLDGS LTD$461K0.13%+125+8.8%
279AMCRAMCOR PLC$459K0.13%+11,548NEW
280METAMETA PLATFORMS INC$457K0.13%+454+132.0%
281KVYOKLAVIYO INC$453K0.13%+12,593+117.7%
282SOFISOFI TECHNOLOGIES INC$451K0.13%+28,404NEW
283CFCF INDUSTRIES HOLD$451K0.13%+778+28.9%
284AXTIAXT INC$451K0.13%+7,908NEW
285PTENPATTERSON-UTI ENERGY INC$441K0.13%+40,764NEW
286GNWGENWORTH FINL INC$439K0.13%+54,006NEW
287CRKCOMSTOCK RES INC$434K0.13%+20,580NEW
288DANDANA INC$432K0.13%+12,848NEW
289VTRSVIATRIS INC$432K0.13%+31,951NEW
290PECOPHILLIPS EDISON & CO INC$432K0.13%+11,534NEW
291MNDYMONDAY COM LTD$429K0.13%+6,201NEW
292ACADACADIA PHARMACEUTICALS INC$426K0.12%+19,132NEW
293HQYHEALTHEQUITY INC$426K0.12%-1,392-21.5%
294QTWOQ2 HLDGS INC$425K0.12%+5,090+130.4%
295CSCOCISCO SYS INC$424K0.12%+5,464NEW
296BFAMBRIGHT HORIZONS FAM SOL IN D$415K0.12%-35,585-87.6%
297GOOGLALPHABET INC$414K0.12%+1,438NEW
298MMYTMAKEMYTRIP LIMITED MAURITIUS$413K0.12%+11,072NEW
299STVNSTEVANATO GROUP S P A$410K0.12%+29,806NEW
300CELHCELSIUS HLDGS INC$409K0.12%+1,115+10.7%
301TSCOTRACTOR SUPPLY CO$409K0.12%-5,226-36.7%
302IPINTERNATIONAL PAPER CO$408K0.12%-63,362-84.7%
303LRNSTRIDE INC$408K0.12%+4,624NEW
304SGISOMNIGROUP INTERNATIONAL INC$407K0.12%-52,919-90.6%
305CVXCHEVRON CORPORATION$404K0.12%+1,955NEW
306WMSADVANCED DRAIN SYS INC DEL$404K0.12%+1,256+74.4%
307AONAON PLC$404K0.12%+1,251NEW
308DTDYNATRACE INC$404K0.12%-16,755-60.6%
309AIZASSURANT INC$402K0.12%+192+11.6%
310MTHMERITAGE HOMES CORP$402K0.12%+6,500NEW
311UTHRUNITED THERAPEUTICS CORP DEL$400K0.12%-407-37.7%
312RYANRYAN SPECIALTY HOLDINGS INC$399K0.12%+11,826NEW
313ACTENACT HLDGS INC$398K0.12%+1,233+14.5%
314SCHWSCHWAB CHARLES CORP$395K0.12%+4,199NEW
315PRAXPRAXIS PRECISION MEDICINES I$394K0.12%+1,223NEW
316IQVIQVIA HLDGS INC$389K0.11%+2,281NEW
317SYFSYNCHRONY FINANCIAL$385K0.11%+5,653NEW
318VLOVALERO ENERGY CORP$384K0.11%+1,554NEW
319BSYBENTLEY SYS INC$383K0.11%+10,913NEW
320STEPSTEPSTONE GROUP INC$382K0.11%+8,013NEW
321CVCOCAVCO INDS INC DEL$381K0.11%+787NEW
322TMHCTAYLOR MORRISON HOME CORP$377K0.11%+937+16.9%
323RIOTRIOT PLATFORMS INC$376K0.11%+19,964+190.2%
324KDPKEURIG DR PEPPER INC$376K0.11%+14,275NEW
325LBRTLIBERTY ENERGY INC$376K0.11%+13,041NEW
326JLLJONES LANG LASALLE INC$369K0.11%+1,214NEW
327HLHECLA MINING COMPANY$369K0.11%+19,789NEW
328AVTAVNET INC$368K0.11%+5,972NEW
329CMICUMMINS INC$366K0.11%-125-15.5%
330SRESEMPRA$365K0.11%-596-13.7%
331EPRTESSENTIAL PPTYS RLTY TR INC$364K0.11%+1+0.0%
332ELSEQUITY LIFESTYLE PROPERTIES$362K0.11%+5,792NEW
333OPLNOPENLANE INC$361K0.11%+12,378NEW
334LWLAMB WESTON HLDGS INC$360K0.11%+8,514NEW
335INSMINSMED INC$360K0.10%+2,199NEW
336OLNOLIN CORP$358K0.10%+12,026NEW
337LCIILCI INDS$358K0.10%+2,907NEW
338VSCOVICTORIAS SECRET AND CO$356K0.10%+7,686NEW
339GBDCGOLUB CAP BDC INC$356K0.10%-31,360-52.7%
340CNRCORE NATURAL RESOURCES INC$355K0.10%+3,393NEW
341PTCPTC INC$355K0.10%+2,490NEW
342NOWSERVICENOW INC$354K0.10%-2,822-45.5%
343NEMNEWMONT CORP$353K0.10%+3,259NEW
344TXNMTXNM ENERGY INC$351K0.10%-3,096-34.0%
345DLTRDOLLAR TREE INC$351K0.10%+3,207NEW
346AESAES CORP$349K0.10%+24,767NEW
347OBDCBLUE OWL CAPITAL CORPORATION$348K0.10%-3,896-11.0%
348ENVAENOVA INTL INC$347K0.10%+2,556NEW
349CSXCSX CORP$347K0.10%-14,247-62.8%
350EXPEEXPEDIA GROUP INC$344K0.10%+580+63.7%
351AIRAAR CORP$343K0.10%+3,130NEW
352WUWESTERN UN CO$342K0.10%-3,377-7.9%
353TSNTYSON FOODS INC$340K0.10%+5,299NEW
354DHRDANAHER CORP DEL$337K0.10%-5,447-75.4%
355SITESITEONE LANDSCAPE SUPPLY INC$337K0.10%+2,534NEW
356ACGLARCH CAP GROUP LTD$337K0.10%-19,181-84.5%
357AVNTAVIENT CORPORATION$336K0.10%+9,255NEW
358IDYAIDEAYA BIOSCIENCES INC$335K0.10%+10,040NEW
359NXSTNEXSTAR MEDIA GROUP INC$332K0.10%+1,836NEW
360TGTTARGET CORP$331K0.10%-40,214-93.6%
361NINISOURCE INC$330K0.10%-1,918-21.3%
362CBCHUBB LTD SWITZ$330K0.10%+1,013NEW
363AXSAXIS CAP HLDGS LTD$330K0.10%-15,696-82.8%
364HHHHOWARD HUGHES HOLDINGS INC$326K0.10%+5,159NEW
365ALGMALLEGRO MICROSYSTEMS INC$323K0.09%+10,251NEW
366TEXTEREX CORP NEW$320K0.09%-30,144-84.8%
367BKNGBOOKING HOLDINGS INC$320K0.09%-185-70.9%
368MACMACERICH CO$318K0.09%+16,828NEW
369FTVFORTIVE CORP$318K0.09%+5,749NEW
370OGEOGE ENERGY CORP$315K0.09%-770-10.5%
371DISDISNEY WALT CO$314K0.09%+3,257NEW
372MGYMAGNOLIA OIL & GAS CORP$313K0.09%-310-3.0%
373FBKFB FINL CORP$308K0.09%-2,103-26.2%
374GKOSGLAUKOS CORP$305K0.09%-170-5.7%
375CNOCNO FINL GROUP INC$304K0.09%+7,407NEW
376TMUST-MOBILE US INC$304K0.09%+1,447NEW
377CFGCITIZENS FINL GROUP INC$302K0.09%+5,029NEW
378PFGCPERFORMANCE FOOD GROUP CO$297K0.09%+3,472NEW
379GLNGGOLAR LNG LTD$296K0.09%+5,464NEW
380IPARINTERPARFUMS INC$294K0.09%+592+22.3%
381TGTXTG THERAPEUTICS INC$292K0.09%+8,783NEW
382ETRENTERGY CORP NEW$290K0.08%+2,582NEW
383DORMDORMAN PRODS INC$290K0.08%+888+47.1%
384NWENORTHWESTERN ENERGY GROUP IN$289K0.08%+4,378NEW
385WSFSWSFS FINL CORP$284K0.08%-6,757-60.9%
386PCVXVAXCYTE INC$284K0.08%+4,884NEW
387SONSONOCO PRODS CO$283K0.08%+5,223NEW
388ALGNALIGN TECHNOLOGY INC$280K0.08%-518-24.1%
389PCGPG&E CORP$278K0.08%-46,378-74.6%
390PAYCPAYCOM SOFTWARE INC$273K0.08%+2,249NEW
391CHRWC H ROBINSON WORLDWIDE IN$272K0.08%-1,034-38.7%
392IBKRINTERACTIVE BROKERS GROUP IN$268K0.08%+280+7.5%
393RUNSUNRUN INC$264K0.08%+19,440NEW
394MIDDMIDDLEBY CORP$262K0.08%-3,881-66.3%
395BTSGBRIGHTSPRING HEALTH SVCS INC$261K0.08%+6,122NEW
396GNRCGENERAC HLDGS INC$260K0.08%+1,333NEW
397RUSHARUSH ENTERPRISES INC$256K0.07%+3,870NEW
398LBLANDBRIDGE COMPANY LLC$254K0.07%+3,672NEW
399ESIELEMENT SOLUTIONS INC$252K0.07%+7,382NEW
400CTRACOTERRA ENERGY INC$252K0.07%+7,169NEW
401RGTIRIGETTI COMPUTING INC$252K0.07%+5,258+41.5%
402RVMDREVOLUTION MEDICINES INC$251K0.07%+2,582NEW
403REZIRESIDEO TECHNOLOGIES INC$247K0.07%+7,314NEW
404LEALEAR CORP$245K0.07%+2,024NEW
405TAPMOLSON COORS BEVERAGE CO$245K0.07%+5,679NEW
406BACBANK AMERICA CORP$243K0.07%-8,154-62.0%
407AVGOBROADCOM INC$243K0.07%+785NEW
408CRGYCRESCENT ENERGY COMPANY$241K0.07%+17,826NEW
409TAT&T INC$239K0.07%-134,458-94.2%
410SUPNSUPERNUS PHARMACEUTICALS$238K0.07%-274-5.6%
411GTESGATES INDL CORP PLC$237K0.07%+10,478NEW
412ARWARROW ELECTRS INC$236K0.07%+1,649NEW
413HIIHUNTINGTON INGALLS INDS INC$236K0.07%+621NEW
414YOUCLEAR SECURE INC$235K0.07%+4,863NEW
415ATIATI INC$234K0.07%+1,611NEW
416KGSKODIAK GAS SVCS INC$234K0.07%+4,018NEW
417GGENPACT LIMITED$234K0.07%+1,204+23.7%
418GLGLOBE LIFE INC$234K0.07%+1,679NEW
419VFCV F CORP$233K0.07%+13,732NEW
420MKTXMARKETAXESS HLDGS INC$233K0.07%-775-35.5%
421TWTRADEWEB MKTS INC$228K0.07%-9,999-83.8%
422USLMUNITED STS LIME & MINERALS I$228K0.07%+1,742NEW
423EPREPR PPTYS$226K0.07%+4,528NEW
424MTCHMATCH GROUP INC NEW$224K0.07%-61,603-89.4%
425BALLBALL CORP$223K0.06%+3,765NEW
426IRINGERSOLL RAND INC$222K0.06%+2,771NEW
427ABBVABBVIE INC$221K0.06%+1,018NEW
428ZZILLOW GROUP INC$221K0.06%-1,350-20.2%
429SLGNSILGAN HLDGS INC$221K0.06%+5,693NEW
430GDGENERAL DYNAMICS CORP$220K0.06%-4,112-86.5%
431EGEVEREST GROUP LTD$220K0.06%+673NEW
432FSLRFIRST SOLAR INC$220K0.06%-1,330-54.4%
433JXNJACKSON FINANCIAL INC$220K0.06%-3,265-61.1%
434VIRTVIRTU FINL INC$219K0.06%+4,970NEW
435WHDCACTUS INC$217K0.06%+4,590NEW
436OCOWENS CORNING NEW$217K0.06%-6,071-75.2%
437AYIACUITY INC$215K0.06%+768NEW
438WSCWILLSCOT HLDGS CORP$215K0.06%+305+2.5%
439KFYKORN FERRY$214K0.06%-3,639-51.7%
440ESNTESSENT GROUP LTD$213K0.06%-1,061-22.5%
441UBSIUNITED BANKSHARES INC WEST V$213K0.06%-87,057-94.4%
442IRTINDEPENDENCE RLTY TR INC$212K0.06%+14,243NEW
443WFRDWEATHERFORD INTL PLC$211K0.06%-2,780-55.4%
444VKTXVIKING THERAPEUTICS INC$211K0.06%+6,483NEW
445BRK/BBERKSHIRE HATHAWAY INC DEL$210K0.06%+438NEW
446GPORGULFPORT ENERGY CORP$209K0.06%+989NEW
447BABOEING CO$209K0.06%+1,049NEW
448BCOBRINKS CO$209K0.06%+2,013NEW
449TTWOTAKE-TWO INTERACTIVE SOFTWAR$208K0.06%-4,950-82.4%
450OIIOCEANEERING INTL INC$207K0.06%+5,841NEW
451REGNREGENERON PHARMACEUTICALS$207K0.06%+268NEW
452ARANTERO RESOURCES CORP$206K0.06%-75,983-94.0%
453RGENREPLIGEN CORP$205K0.06%+1,744NEW
454LXPLXP INDUSTRIAL TRUST$205K0.06%+4,440NEW
455AAOIAPPLIED OPTOELECTRONICS INC$204K0.06%+2,417NEW
456TREXTREX INC$204K0.06%+5,603NEW
457ITRIITRON INC$203K0.06%-37,826-94.3%
458DALDELTA AIR LINES INC$203K0.06%-16,635-84.5%
459OKTAOKTA INC$202K0.06%-1,732-40.2%
460NTNXNUTANIX INC$202K0.06%+5,326NEW
461USFDUS FOODS HLDG CORP$202K0.06%+2,189NEW
462ADCAGREE RLTY CORP$201K0.06%+2,667NEW
463ZETAZETA GLOBAL HOLDINGS CORP$194K0.06%+12,167NEW
464WULFTERAWULF INC$172K0.05%-853-6.7%
465CORZCORE SCIENTIFIC INC NEW$150K0.04%-19,549-66.1%
466ACHRARCHER AVIATION INC$131K0.04%-78,561-75.6%
467COMPCOMPASS INC$124K0.04%-19,709-53.7%
468VFSVINFAST AUTO LTD$39K0.01%+10,201NEW
469TJXTJX COS INC NEW-46,509EXITED
470FITBFIFTH THIRD BANCORP-145,585EXITED
471AAPLAPPLE INC-22,693EXITED
472UNHUNITEDHEALTH GROUP INC-17,389EXITED
473RFREGIONS FINANCIAL CORP NEW-203,247EXITED
474PEPPEPSICO INC-34,021EXITED
475NFLXNETFLIX INC-51,982EXITED
476BBYBEST BUY INC-69,042EXITED
477ADBEADOBE INC-12,689EXITED
478ULTAULTA BEAUTY INC-7,177EXITED
479PINSPINTEREST INC-165,740EXITED
480HPQHP INC-183,344EXITED
481PANWPALO ALTO NETWORKS INC-22,104EXITED
482OMCOMNICOM GROUP INC-50,134EXITED
483ALLALLSTATE CORP-18,953EXITED
484CVSCVS HEALTH CORP-47,719EXITED
485CHDCHURCH & DWIGHT CO INC-42,230EXITED
486GTLBGITLAB INC-93,334EXITED
487DGDOLLAR GEN CORP NEW-25,766EXITED
488EXREXTRA SPACE STORAGE INC-25,967EXITED
489GMEDGLOBUS MED INC-37,976EXITED
490DAYDAYFORCE INC-46,779EXITED
491PLTRPALANTIR TECHNOLOGIES INC-17,724EXITED
492AXAXOS FINANCIAL INC-35,960EXITED
493FYBRFRONTIER COMMUNICATIONS PARE-80,359EXITED
494IRMIRON MTN INC DEL-36,518EXITED
495MDGLMADRIGAL PHARMACEUTICALS INC-5,196EXITED
496MMACYS INC-133,429EXITED
497HOMBHOME BANCSHARES INC-105,601EXITED
498BLDRBUILDERS FIRSTSOURCE INC-27,899EXITED
499PCARPACCAR INC-25,596EXITED
500EXKEXACT SCIENCES CORP-26,207EXITED

Source: SEC EDGAR · accession 0001420506-26-000983. 13F discloses long positions only — shorts, foreign equities, and options are excluded.