InvestInfoAI
← Tracker

Institutional

Kentucky Retirement Systems Insurance Trust Fund

CIK 0001584686
$1.47B
Reported AUM
492
Positions
Q1 2026
Period
2026-05-19
Filed

The Brief · Kentucky Retirement Systems Insurance Trust Fund · Q1 2026

AI · grounded in 13F

Kentucky Retirement Systems Insurance Trust Fund increased its stake in OMC by 65.91%. The fund also accumulated shares in FITB by 35.89% and TMUS by 6.29%. Additionally, the fund established a new position in AMCR valued at $482,183.

Portfolio · Q1 2026

NVDA$107.6MAAPL$97.5MMSFT$72.4MAMZN$52.6MGOOGL$44.0MAVGO$37.6MGOOG$35.7MMETA$32.9MTSLA$27.7MBERKSHI$23.3MJPM$21.1MOther$898.2MKF

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$107.6M7.32%+1,205+0.2%
2AAPLAPPLE INC$97.5M6.64%+751+0.2%
3MSFTMICROSOFT CORP$72.4M4.92%+382+0.2%
4AMZNAMAZON COM INC$52.6M3.58%HELD
5GOOGLALPHABET INC$44.0M2.99%HELD
6AVGOBROADCOM INC$37.6M2.56%HELD
7GOOGALPHABET INC$35.7M2.43%HELD
8METAMETA PLATFORMS INC$32.9M2.24%HELD
9TSLATESLA INC$27.7M1.88%+376+0.5%
10BRK/BBERKSHIRE HATHAWAY INC DEL$23.3M1.58%HELD
11JPMJPMORGAN CHASE & CO$21.1M1.43%-1,475-2.0%
12LLYELI LILLY & CO$19.4M1.32%HELD
13XOMEXXON MOBIL CORP$18.9M1.29%-2,667-2.3%
14JNJJOHNSON & JOHNSON$15.5M1.05%HELD
15WMTWALMART INC$14.2M0.97%HELD
16VVISA INC$13.4M0.91%-448-1.0%
17COSTCOSTCO WHOLESALE CORPORATION$11.6M0.79%HELD
18NFLXNETFLIX INC.$10.7M0.73%HELD
19MAMASTERCARD INCORPORATED$10.7M0.73%HELD
20CVXCHEVRON CORPORATION$10.2M0.70%-1,160-2.3%
21ABBVABBVIE INC$10.1M0.69%HELD
22MUMICRON TECHNOLOGY INC$9.9M0.68%HELD
23PGPROCTER & GAMBLE CO$8.9M0.61%HELD
24BACBANK AMERICA CORP$8.7M0.59%HELD
25CATCATERPILLAR INC$8.6M0.59%HELD
26AMDADVANCED MICRO DEVICES INC$8.6M0.59%HELD
27HDHOME DEPOT INC$8.6M0.59%HELD
28PLTRPALANTIR TECHNOLOGIES INC$8.4M0.57%HELD
29CSCOCISCO SYS INC$8.1M0.55%HELD
30MRKMERCK & CO INC$8.0M0.54%HELD
31GEGE AEROSPACE$7.9M0.53%HELD
32KOCOCA COLA CO$7.8M0.53%HELD
33AMATAPPLIED MATLS INC$7.2M0.49%HELD
34LRCXLAM RESEARCH CORP$7.2M0.49%HELD
35RTXRTX CORPORATION$6.8M0.46%HELD
36PMPHILIP MORRIS INTL INC$6.8M0.46%HELD
37WMT2WELLS FARGO & CO$6.6M0.45%-2,003-2.4%
38GSGOLDMAN SACHS GROUP INC$6.6M0.45%-165-2.1%
39ORCLORACLE CORP$6.5M0.44%+798+1.8%
40UNHUNITEDHEALTH GROUP INC$6.5M0.44%HELD
41GEVGE VERNOVA INC$6.3M0.43%HELD
42LINLINDE PLC$6.1M0.42%HELD
43IBMINTERNATIONAL BUSINESS MACHS$5.9M0.40%HELD
44MCDMCDONALDS CORP$5.8M0.40%HELD
45PEPPEPSICO INC$5.6M0.38%HELD
46VZVERIZON COMMUNICATIONS INC$5.6M0.38%HELD
47TAT&T INC$5.4M0.36%HELD
48CCITIGROUP INC$5.3M0.36%-1,268-2.6%
49KLACKLA CORP$5.2M0.35%HELD
50INTCINTEL CORP$5.1M0.35%HELD
51NEENEXTERA ENERGY INC$5.0M0.34%HELD
52MSMORGAN STANLEY$5.0M0.34%HELD
53AMGNAMGEN INC$5.0M0.34%HELD
54TMOTHERMO FISHER SCIENTIFIC INC$4.9M0.33%HELD
55TJXTJX COS INC NEW$4.7M0.32%HELD
56ABTABBOTT LABORATORIES$4.7M0.32%HELD
57TXNTEXAS INSTRS INC$4.6M0.32%HELD
58DISDISNEY WALT CO$4.6M0.31%HELD
59CRMSALESFORCE INC$4.6M0.31%HELD
60GILDGILEAD SCIENCES INC$4.6M0.31%HELD
61COPCONOCOPHILLIPS$4.4M0.30%HELD
62AXPAMERICAN EXPRESS CO$4.4M0.30%HELD
63ISRGINTUITIVE SURGICAL INC$4.3M0.29%HELD
64SCHWSCHWAB CHARLES CORP$4.2M0.29%HELD
65PFEPFIZER INC$4.2M0.29%HELD
66ADIANALOG DEVICES INC$4.2M0.28%HELD
67APHAMPHENOL CORP$4.0M0.27%HELD
68BLKBLACKROCK INC$3.9M0.26%HELD
69UNPUNION PAC CORP$3.8M0.26%HELD
70UBERUBER TECHNOLOGIES INC$3.8M0.26%HELD
71BABOEING CO$3.8M0.26%HELD
72HONHONEYWELL INTL INC$3.8M0.26%HELD
73ETNEATON CORP PLC$3.7M0.25%HELD
74QCOMQUALCOMM INC$3.7M0.25%HELD
75DEDEERE & CO$3.6M0.25%HELD
76BKNGBOOKING HOLDINGS INC$3.6M0.25%HELD
77LOWLOWES COS INC$3.5M0.24%HELD
78WELLWELLTOWER INC$3.5M0.24%HELD
79SPGIS&P GLOBAL INC$3.4M0.23%HELD
80ANETARISTA NETWORKS INC$3.3M0.23%HELD
81LMTLOCKHEED MARTIN CORP$3.3M0.23%HELD
82PANWPALO ALTO NETWORKS INC$3.3M0.22%+3,257+18.8%
83ACNACCENTURE PLC IRELAND$3.3M0.22%HELD
84BMYBRISTOL-MYERS SQUIBB CO$3.3M0.22%HELD
85PLDPROLOGIS INC.$3.2M0.22%HELD
86CBCHUBB LTD SWITZ$3.2M0.22%HELD
87DHRDANAHER CORP DEL$3.2M0.22%HELD
88NEMNEWMONT CORP$3.1M0.21%HELD
89INTUINTUIT$3.1M0.21%HELD
90PGRPROGRESSIVE CORP$3.1M0.21%HELD
91PHPARKER-HANNIFIN CORP$3.0M0.21%HELD
92VRTXVERTEX PHARMACEUTICALS INC$3.0M0.21%HELD
93COFCAPITAL ONE FINL CORP$3.0M0.21%HELD
94SYKSTRYKER CORPORATION$3.0M0.20%HELD
95MOALTRIA GROUP INC$2.9M0.20%HELD
96MDTMEDTRONIC PLC$2.9M0.20%HELD
97MCKMCKESSON CORP$2.9M0.19%HELD
98NOWSERVICENOW INC$2.8M0.19%HELD
99SOSOUTHERN CO$2.8M0.19%HELD
100CMECME GROUP INC$2.8M0.19%HELD
101GLWCORNING INC$2.8M0.19%HELD
102CMCSACOMCAST CORP NEW$2.8M0.19%HELD
103ADBEADOBE INC$2.7M0.19%HELD
104SBUXSTARBUCKS CORP$2.7M0.18%HELD
105DUKDUKE ENERGY CORP NEW$2.7M0.18%HELD
106TMUST-MOBILE US INC$2.7M0.18%+752+6.3%
107EQIXEQUINIX INC$2.5M0.17%HELD
108CRWDCROWDSTRIKE HLDGS INC$2.5M0.17%HELD
109VRTVERTIV HOLDINGS CO$2.5M0.17%HELD
110APPAPPLOVIN CORP$2.5M0.17%HELD
111WDCWESTERN DIGITAL CORP$2.5M0.17%HELD
112TTTRANE TECHNOLOGIES PLC$2.4M0.17%HELD
113BSXBOSTON SCIENTIFIC CORP$2.4M0.17%HELD
114NOCNORTHROP GRUMMAN CORP$2.4M0.17%HELD
115HWMHOWMET AEROSPACE INC$2.4M0.17%HELD
116CVSCVS HEALTH CORP$2.4M0.16%HELD
117ICEINTERCONTINENTAL EXCHANGE IN$2.4M0.16%HELD
118WMBWILLIAMS COS INC$2.3M0.16%HELD
119CEGCONSTELLATION ENERGY CORP$2.3M0.16%HELD
120GDGENERAL DYNAMICS CORP$2.3M0.16%HELD
121JCIJOHNSON CONTROLS INTERNATION$2.3M0.15%HELD
122MRVLMARVELL TECHNOLOGY INC$2.3M0.15%HELD
123MRSHMARSH & MCLENNAN COS INC$2.3M0.15%HELD
124WMWASTE MGMT INC DEL$2.2M0.15%HELD
125BXBLACKSTONE INC$2.2M0.15%HELD
126FCXFREEPORT MCMORAN INC$2.2M0.15%HELD
127BKBANK NEW YORK MELLON CORP$2.2M0.15%HELD
128ADPAUTOMATIC DATA PROCESSING IN$2.2M0.15%HELD
129PNCPNC FINL SVCS GROUP INC$2.2M0.15%HELD
130USBUS BANCORP$2.1M0.15%HELD
131HCAHCA HEALTHCARE INC$2.1M0.14%HELD
132QUREQUANTA SVCS INC$2.1M0.14%HELD
133AMTAMERICAN TOWER CORP$2.1M0.14%HELD
134REGNREGENERON PHARMACEUTICALS$2.1M0.14%HELD
135EOGEOG RES INC$2.1M0.14%HELD
136ORLYOREILLY AUTOMOTIVE INC$2.1M0.14%HELD
137MMM3M CO$2.0M0.14%HELD
138VLOVALERO ENERGY CORP$2.0M0.14%HELD
139SLBSLB LIMITED$2.0M0.14%HELD
140CSXCSX CORP$2.0M0.14%HELD
141FDXFEDEX CORP$2.0M0.14%HELD
142ITWILLINOIS TOOL WKS INC$2.0M0.14%HELD
143CDNSCADENCE DESIGN SYSTEM INC$2.0M0.14%HELD
144MPCMARATHON PETE CORP$2.0M0.13%HELD
145SHWSHERWIN WILLIAMS CO$2.0M0.13%HELD
146MDLZMONDELEZ INTL INC$2.0M0.13%HELD
147SPOTSPOTIFY TECHNOLOGY S A$2.0M0.13%HELD
148MARMARRIOTT INTL INC NEW$2.0M0.13%HELD
149PSXPHILLIPS 66$2.0M0.13%HELD
150CMICUMMINS INC$1.9M0.13%HELD
151EMREMERSON ELEC CO$1.9M0.13%HELD
152SNPSSYNOPSYS INC$1.9M0.13%HELD
153MSIMOTOROLA SOLUTIONS INC$1.9M0.13%HELD
154UPSUNITED PARCEL SVCS INC$1.9M0.13%HELD
155CRHCRH PLC$1.9M0.13%HELD
156GMGENERAL MTRS CO$1.9M0.13%HELD
157CITHE CIGNA GROUP$1.8M0.13%HELD
158HLTHILTON WORLDWIDE HLDGS INC$1.8M0.13%HELD
159AEPAMERICAN ELEC PWR CO INC$1.8M0.13%HELD
160ROSTROSS STORES INC$1.8M0.12%HELD
161RCLROYAL CARIBBEAN GROUP$1.8M0.12%HELD
162CLCOLGATE PALMOLIVE CO$1.8M0.12%HELD
163MCOMOODYS CORP$1.8M0.12%HELD
164AONAON PLC$1.8M0.12%HELD
165ECLECOLAB INC$1.7M0.12%HELD
166ELVELEVANCE HEALTH INC FORMERLY$1.7M0.12%HELD
167TRVTRAVELERS COMPANIES INC$1.7M0.12%HELD
168KMIKINDER MORGAN INC DEL$1.7M0.12%HELD
169NSCNORFOLK SOUTHN CORP$1.7M0.12%HELD
170APDAIR PRODUCTS AND CHEMICALS I$1.7M0.12%HELD
171LHXL3HARRIS TECHNOLOGIES INC$1.7M0.12%HELD
172TDGTRANSDIGM GROUP INC$1.7M0.11%HELD
173WBDWARNER BROS DISCOVERY INC$1.7M0.11%HELD
174NETCLOUDFLARE INC$1.7M0.11%HELD
175SRESEMPRA$1.7M0.11%HELD
176KKRKKR & CO INC$1.7M0.11%HELD
177LNGCHENIERE ENERGY INC$1.6M0.11%HELD
178NKENIKE INC$1.6M0.11%HELD
179DLRDIGITAL RLTY TR INC$1.6M0.11%HELD
180BKRBAKER HUGHES COMPANY$1.6M0.11%HELD
181SPGSIMON PPTY GROUP INC NEW$1.6M0.11%HELD
182PCARPACCAR INC$1.6M0.11%HELD
183TFCTRUIST FINL CORP$1.6M0.11%HELD
184CTASCINTAS CORP$1.5M0.10%HELD
185CORCENCORA INC$1.5M0.10%HELD
186CTVACORTEVA INC$1.5M0.10%HELD
187OKEONEOK INC NEW$1.5M0.10%HELD
188AZOAUTOZONE INC$1.5M0.10%HELD
189OREALTY INCOME CORP$1.5M0.10%HELD
190TGTTARGET CORP$1.4M0.10%HELD
191AJGGALLAGHER ARTHUR J & CO$1.4M0.10%HELD
192ALLALLSTATE CORP$1.4M0.10%HELD
193DASHDOORDASH INC$1.4M0.10%HELD
194TRGPTARGA RES CORP$1.4M0.10%HELD
195ABNBAIRBNB INC$1.4M0.10%HELD
196AFLAFLAC INC$1.4M0.10%HELD
197FASTFASTENAL CO$1.4M0.10%HELD
198DDOMINION ENERGY INC$1.4M0.09%HELD
199ZTSZOETIS INC$1.4M0.09%HELD
200FTNTFORTINET INC$1.4M0.09%HELD
201HOODROBINHOOD MKTS INC$1.3M0.09%HELD
202EAELECTRONIC ARTS INC$1.3M0.09%HELD
203ADSKAUTODESK INC$1.3M0.09%HELD
204VSTVISTRA CORP$1.3M0.09%HELD
205MPWRMONOLITHIC PWR SYS INC$1.3M0.09%HELD
206MNSTMONSTER BEVERAGE CORP NEW$1.3M0.09%HELD
207CAHCARDINAL HEALTH INC$1.3M0.09%HELD
208ETRENTERGY CORP NEW$1.3M0.09%HELD
209DELLDELL TECHNOLOGIES INC$1.3M0.09%HELD
210EXCEXELON CORP$1.3M0.09%HELD
211AMEAMETEK INC$1.3M0.09%HELD
212AUANGLOGOLD ASHANTI PLC$1.3M0.09%HELD
213KEYSKEYSIGHT TECHNOLOGIES INC$1.3M0.09%HELD
214GWWWW GRAINGER INC$1.3M0.09%HELD
215NUNU HLDGS LTD$1.3M0.09%HELD
216TERTERADYNE INC$1.3M0.09%HELD
217SNOWSNOWFLAKE INC$1.2M0.08%HELD
218XELXCEL ENERGY INC$1.2M0.08%HELD
219URIUNITED RENTALS INC$1.2M0.08%HELD
220EWEDWARDS LIFESCIENCES CORP$1.2M0.08%HELD
221APOAPOLLO GLOBAL MGMT INC$1.2M0.08%HELD
222OXYOCCIDENTAL PETE CORP$1.2M0.08%HELD
223IDXXIDEXX LABS INC$1.2M0.08%HELD
224FERGFERGUSON ENTERPRISES INC$1.2M0.08%HELD
225FFORD MTR CO$1.2M0.08%HELD
226BDXBECTON DICKINSON & CO$1.2M0.08%HELD
227CARRCARRIER GLOBAL CORPORATION$1.2M0.08%HELD
228RSGREPUBLIC SVCS INC$1.2M0.08%HELD
229KRKROGER CO$1.2M0.08%HELD
230AIGAMERICAN INTL GROUP INC$1.1M0.08%HELD
231DALDELTA AIR LINES INC$1.1M0.08%HELD
232YUMYUM BRANDS INC$1.1M0.08%HELD
233PYPLPAYPAL HLDGS INC$1.1M0.08%HELD
234CMGCHIPOTLE MEXICAN GRILL INC$1.1M0.08%HELD
235PSAPUBLIC STORAGE OPER CO$1.1M0.08%HELD
236AMPAMERIPRISE FINL INC$1.1M0.08%HELD
237WABWABTEC$1.1M0.08%HELD
238FITBFIFTH THIRD BANCORP$1.1M0.08%+6,289+35.9%
239EBAYEBAY INC.$1.1M0.08%HELD
240CVNACARVANA CO$1.1M0.07%HELD
241ALNYALNYLAM PHARMACEUTICALS INC$1.1M0.07%HELD
242EDCONSOLIDATED EDISON INC$1.1M0.07%HELD
243ROKROCKWELL AUTOMATION INC$1.1M0.07%HELD
244MSCIMSCI INC$1.1M0.07%HELD
245PEGPUBLIC SVC ENTERPRISE GROUP$1.1M0.07%HELD
246CBRECBRE GROUP INC$1.1M0.07%HELD
247METMETLIFE INC$1.0M0.07%HELD
248EQTEQT CORP$1.0M0.07%HELD
249NUENUCOR CORP$1.0M0.07%HELD
250PCGPG&E CORP$1.0M0.07%HELD
251ROPROPER TECHNOLOGIES INC$1000K0.07%HELD
252HIGHARTFORD INSURANCE GROUP INC$1000K0.07%HELD
253GRMNGARMIN LTD$995K0.07%HELD
254FANGDIAMONDBACK ENERGY INC$993K0.07%HELD
255VTRVENTAS INC$975K0.07%HELD
256WECWEC ENERGY GROUP INC$973K0.07%HELD
257COINCOINBASE GLOBAL INC$966K0.07%HELD
258DHID R HORTON INC$962K0.07%HELD
259DDOGDATADOG INC$958K0.07%HELD
260ODFLOLD DOMINION FREIGHT LINE IN$958K0.07%HELD
261VMCVULCAN MATLS CO$947K0.06%HELD
262TTWOTAKE-TWO INTERACTIVE SOFTWAR$947K0.06%HELD
263STTSTATE STR CORP$943K0.06%HELD
264MLMMARTIN MARIETTA MATLS INC$929K0.06%HELD
265CCICROWN CASTLE INC$928K0.06%HELD
266ACGLARCH CAP GROUP LTD$922K0.06%HELD
267NDAQNASDAQ INC$921K0.06%HELD
268ADMARCHER DANIELS MIDLAND CO$914K0.06%HELD
269PRUPRUDENTIAL FINL INC$912K0.06%HELD
270SYYSYSCO CORP$911K0.06%HELD
271RBLXROBLOX CORP$909K0.06%HELD
272MCHPMICROCHIP TECHNOLOGY INC.$897K0.06%HELD
273KDPKEURIG DR PEPPER INC$897K0.06%HELD
274HALHALLIBURTON CO$880K0.06%HELD
275MSTRSTRATEGY INC$867K0.06%HELD
276RMDRESMED INC$862K0.06%HELD
277XYZBLOCK INC$862K0.06%HELD
278KVUEKENVUE INC$862K0.06%HELD
279GEHCGE HEALTHCARE TECHNOLOGIES I$857K0.06%HELD
280AAGILENT TECHNOLOGIES INC$855K0.06%HELD
281MTBM & T BK CORP$852K0.06%HELD
282IRINGERSOLL RAND INC$851K0.06%HELD
283KMBKIMBERLY-CLARK CORP$844K0.06%HELD
284AXONAXON ENTERPRISE INC$834K0.06%HELD
285HBANHUNTINGTON BANCSHARES INC$827K0.06%+12,091+29.7%
286DVNDEVON ENERGY CORP NEW$823K0.06%HELD
287HPEHEWLETT PACKARD ENTERPRISE C$822K0.06%HELD
288OTISOTIS WORLDWIDE CORP$802K0.05%HELD
289DTEDTE ENERGY CO$797K0.05%HELD
290CTSHCOGNIZANT TECHNOLOGY SOLUTIO$797K0.05%HELD
291HSYHERSHEY CO$797K0.05%HELD
292FISVFISERV INC$794K0.05%HELD
293IRMIRON MTN INC DEL$789K0.05%HELD
294UALUNITED AIRLS HLDGS INC$789K0.05%HELD
295PAYXPAYCHEX INC$782K0.05%HELD
296AEEAMEREN CORP$781K0.05%HELD
297DOWDOW HLDGS INC$776K0.05%HELD
298CBOECBOE GLOBAL MKTS INC$775K0.05%HELD
299CPRTCOPART INC$773K0.05%HELD
300WATWATERS CORP$770K0.05%+1,019+65.0%
301ATOATMOS ENERGY CORP$769K0.05%HELD
302XYLXYLEM INC$765K0.05%HELD
303VICIVICI PPTYS INC$759K0.05%HELD
304IQVIQVIA HLDGS INC$758K0.05%HELD
305IBKRINTERACTIVE BROKERS GROUP IN$757K0.05%HELD
306WTWWILLIS TOWERS WATSON PLC LTD$748K0.05%HELD
307PPLPPL CORP$744K0.05%HELD
308DOVDOVER CORP$744K0.05%HELD
309CNPCENTERPOINT ENERGY INC$740K0.05%HELD
310TDYTELEDYNE TECHNOLOGIES INC$740K0.05%HELD
311CCL1EURCARNIVAL CORP$736K0.05%HELD
312WDAYWORKDAY INC$736K0.05%HELD
313EXPEEXPEDIA GROUP INC$735K0.05%HELD
314EIXEDISON INTL$734K0.05%HELD
315NRGNRG ENERGY INC$732K0.05%HELD
316FEFIRSTENERGY CORP$732K0.05%HELD
317EXREXTRA SPACE STORAGE INC$727K0.05%HELD
318TPLTEXAS PACIFIC LAND CORPORATI$720K0.05%HELD
319BIIBBIOGEN INC$705K0.05%HELD
320VRSKVERISK ANALYTICS INC$699K0.05%HELD
321NTRSNORTHERN TR CORP$698K0.05%HELD
322CTRACOTERRA ENERGY INC$698K0.05%HELD
323AWKAMERICAN WTR WKS CO INC NEW$697K0.05%HELD
324RJFRAYMOND JAMES FINL INC$697K0.05%HELD
325HUBBHUBBELL INC$691K0.05%HELD
326MTDMETTLER TOLEDO INTERNATIONAL$690K0.05%HELD
327ONON SEMICONDUCTOR CORP$687K0.05%HELD
328CFGCITIZENS FINL GROUP INC$686K0.05%HELD
329DGDOLLAR GEN CORP$686K0.05%HELD
330NTRANATERA INC$683K0.05%HELD
331VEEVVEEVA SYS INC$682K0.05%HELD
332ESEVERSOURCE ENERGY$670K0.05%HELD
333SYFSYNCHRONY FINANCIAL$666K0.05%HELD
334STLDSTEEL DYNAMICS INC$665K0.05%HELD
335FICOFAIR ISAAC CORP$659K0.04%HELD
336FISFIDELITY NATL INFORMATION SV$650K0.04%HELD
337DXCMDEXCOM INC$646K0.04%HELD
338PPGPPG INDS INC$639K0.04%HELD
339CINFCINCINNATI FINL CORP$638K0.04%HELD
340OMCOMNICOM GROUP INC$636K0.04%+3,353+65.9%
341QQNITY ELECTRONICS INC$636K0.04%HELD
342LYVLIVE NATION ENTERTAINMENT IN$635K0.04%HELD
343EXEEXPAND ENERGY CORPORATION$635K0.04%HELD
344TSCOTRACTOR SUPPLY CO$634K0.04%HELD
345LPLALPL FINL HLDGS INC$631K0.04%HELD
346QSRRESTAURANT BRANDS INTL INC$629K0.04%HELD
347MKLMARKEL GROUP INC$628K0.04%HELD
348ULTAULTA BEAUTY INC$621K0.04%HELD
349RFREGIONS FINANCIAL CORP NEW$618K0.04%HELD
350CPNGCOUPANG INC$617K0.04%HELD
351AVBAVALONBAY CMNTYS INC$611K0.04%HELD
352PHMPULTE GROUP INC$609K0.04%HELD
353CMSCMS ENERGY CORP$607K0.04%HELD
354CHDCHURCH & DWIGHT CO INC$605K0.04%HELD
355DRIDARDEN RESTAURANTS INC$603K0.04%HELD
356EQREQUITY RESIDENTIAL$590K0.04%HELD
357LHLABCORP HOLDINGS INC$587K0.04%HELD
358EFXEQUIFAX INC$587K0.04%HELD
359DGXQUEST DIAGNOSTICS INC$575K0.04%HELD
360STESTERIS PLC$571K0.04%HELD
361STZCONSTELLATION BRANDS INC$570K0.04%HELD
362WSMWILLIAMS SONOMA INC$568K0.04%HELD
363DLTRDOLLAR TREE INC$568K0.04%HELD
364ZNGAZOOM COMMUNICATIONS INC$556K0.04%HELD
365VLTOVERALTO CORP$555K0.04%HELD
366VRSNVERISIGN INC$551K0.04%HELD
367HUMHUMANA INC$551K0.04%HELD
368CFCF INDUSTRIES HOLD$551K0.04%HELD
369SWSMURFIT WESTROCK PLC$546K0.04%HELD
370LYBLYONDELLBASELL INDUSTRIES NV$543K0.04%HELD
371ARESARES MANAGEMENT CORPORATION$540K0.04%HELD
372NTAPNETAPP INC$538K0.04%HELD
373BURLBURLINGTON STORES INC$538K0.04%HELD
374GISGENERAL MILLS INC$536K0.04%HELD
375FSLRFIRST SOLAR INC$527K0.04%HELD
376PFGPRINCIPAL FINANCIAL GROUP IN$527K0.04%HELD
377LDOSLEIDOS HOLDINGS INC$522K0.04%HELD
378CPAYCORPAY INC$520K0.04%HELD
379TROWPRICE T ROWE GROUP INC$519K0.04%HELD
380EXPDEXPEDITORS INTL WASH INC$517K0.04%HELD
381ILMNILLUMINA INC$513K0.03%HELD
382LENLENNAR CORP$512K0.03%HELD
383MDBMONGODB INC$508K0.03%HELD
384WRBBERKLEY W R CORP$506K0.03%HELD
385KHCKRAFT HEINZ CO$505K0.03%HELD
386DDDUPONT DE NEMOURS INC$505K0.03%HELD
387CHTRCHARTER COMMUNICATIONS INC$501K0.03%HELD
388KEYKEYCORP$499K0.03%HELD
389BRBROADRIDGE FINL SOLUTIONS IN$498K0.03%HELD
390EVRGEVERGY INC$496K0.03%HELD
391FTVFORTIVE CORP$494K0.03%HELD
392IPINTERNATIONAL PAPER CO$492K0.03%HELD
393IFFINTERNATIONAL FLAVORS&FRAGRA$489K0.03%HELD
394NVRNVR INC$488K0.03%HELD
395SBACSBA COMMUNICATIONS CORP$486K0.03%HELD
396LNTALLIANT ENERGY CORP$485K0.03%HELD
397AMCRAMCOR PLC$482K0.03%+12,130NEW
398LLOEWS CORP$480K0.03%HELD
399BROBROWN & BROWN INC$479K0.03%HELD
400RPRXROYALTY PHARMA PLC$479K0.03%HELD
401HPQHP INC$477K0.03%HELD
402MRNAMODERNA INC$474K0.03%HELD
403WSTWEST PHARMACEUTICAL SVSC INC$472K0.03%HELD
404TSNTYSON FOODS INC$472K0.03%HELD
405ZBHZIMMER BIOMET HOLDINGS INC$471K0.03%HELD
406FCNCAFIRST CTZNS BANCSHARES INC D$471K0.03%HELD
407FLUTFLUTTER ENTMT PLC$470K0.03%HELD
408FWONKLIBERTY MEDIA CORP DEL$469K0.03%HELD
409TWLOTWILIO INC$468K0.03%HELD
410RBARB GLOBAL INC$468K0.03%HELD
411WYWEYERHAEUSER CO$466K0.03%HELD
412LUVSOUTHWEST AIRLS CO$466K0.03%HELD
413ELLAUDER ESTEE COS INC$463K0.03%HELD
414ENTGENTEGRIS INC$462K0.03%HELD
415BGBUNGE GLOBAL SA$451K0.03%HELD
416BAMBROOKFIELD ASSET MANAGMT LTD$447K0.03%HELD
417PTCPTC INC$447K0.03%HELD
418HO1HOLOGIC INC$444K0.03%HELD
419CSGPCOSTAR GROUP INC$443K0.03%HELD
420LVSLAS VEGAS SANDS CORP$441K0.03%HELD
421JBHTHUNT J B TRANS SVCS INC$434K0.03%HELD
422AKAMAKAMAI TECHNOLOGIES INC$434K0.03%HELD
423GPNGLOBAL PMTS INC$432K0.03%HELD
424BALLBALL CORP$432K0.03%HELD
425LULULULULEMON ATHLETICA INC$424K0.03%HELD
426CNCCENTENE CORP DEL$422K0.03%HELD
427CDWCDW CORP$419K0.03%HELD
428SUISUN CMNTYS INC$419K0.03%HELD
429HEI/AHEICO CORP NEW$416K0.03%HELD
430RDDTREDDIT INC$413K0.03%HELD
431TRMBTRIMBLE INC$409K0.03%HELD
432ESSESSEX PPTY TR INC$406K0.03%HELD
433INVHINVITATION HOMES INC$400K0.03%HELD
434JJACOBS SOLUTIONS INC$399K0.03%HELD
435APTVAPTIV PLC$397K0.03%HELD
436ROLROLLINS INC$394K0.03%HELD
437INCYINCYTE CORP$392K0.03%HELD
438DECKDECKERS OUTDOOR CORP$389K0.03%HELD
439LIILENNOX INTL INC$388K0.03%HELD
440TYLTYLER TECHNOLOGIES INC$388K0.03%HELD
441WPCWP CAREY INC$388K0.03%HELD
442PODDINSULET CORP$387K0.03%HELD
443GPCGENUINE PARTS CO$386K0.03%HELD
444SCCOSOUTHERN COPPER CORP$380K0.03%+18+0.8%
445IEXIDEX CORP$377K0.03%HELD
446CSLCARLISLE COS INC$376K0.03%HELD
447SSNCSS&C TECH HLDGS$376K0.03%HELD
448COOCOOPER COS INC$375K0.03%HELD
449MAAMID-AMER APT CMNTYS INC$374K0.03%HELD
450TKOTKO GROUP HOLDINGS INC$365K0.02%HELD
451TWTRADEWEB MKTS INC$361K0.02%HELD
452ZSZSCALER INC$360K0.02%HELD
453TRUTRANSUNION$355K0.02%HELD
454RKTROCKET COS INC$353K0.02%HELD
455OKTAOKTA INC$341K0.02%HELD
456VIKVIKING HOLDINGS LTD$337K0.02%HELD
457MKCMCCORMICK & CO INC$336K0.02%HELD
458CLXCLOROX CO DEL$336K0.02%HELD
459MASMASCO CORP$335K0.02%HELD
460HUBSHUBSPOT INC$327K0.02%HELD
461BBYBEST BUY INC$327K0.02%HELD
462FOXAFOX CORP$326K0.02%HELD
463SOLSSOLSTICE ADVANCED MATLS INC$319K0.02%HELD
464FNFFIDELITY NATL FINL INC$317K0.02%HELD
465TOSTTOAST INC$315K0.02%HELD
466ITGARTNER INC$312K0.02%HELD
467ALGNALIGN TECHNOLOGY INC$309K0.02%HELD
468SMCISUPER MICRO COMPUTER INC$308K0.02%HELD
469HEIHEICO CORP NEW$306K0.02%HELD
470DPZDOMINOS PIZZA INC$300K0.02%HELD
471DOCHEALTHPEAK PROPERTIES INC$300K0.02%HELD
472GDDYGODADDY INC$299K0.02%HELD
473UDRUDR INC$294K0.02%HELD
474TEAMATLASSIAN CORPORATION$291K0.02%HELD
475PINSPINTEREST INC$285K0.02%HELD
476BMRNBIOMARIN PHARMACEUTICAL INC$283K0.02%HELD
477ZBRAZEBRA TECHNOLOGIES CORPORATI$280K0.02%HELD
478DKNGDRAFTKINGS INC NEW$273K0.02%HELD
479RVTYREVVITY INC$272K0.02%HELD
480TTDTHE TRADE DESK INC$266K0.02%HELD
481SJMSMUCKER J M CO$263K0.02%HELD
482CNHCNH INDL N V$254K0.02%HELD
483SOLVSOLVENTUM CORP$254K0.02%HELD
484DOCUDOCUSIGN INC$251K0.02%HELD
485BAHBOOZ ALLEN HAMILTON HLDG COR$250K0.02%HELD
486BLDRBUILDERS FIRSTSOURCE INC$235K0.02%HELD
487BAXBAXTER INTL INC$226K0.02%HELD
488IOTSAMSARA INC$224K0.02%HELD
489AREALEXANDRIA REAL ESTATE EQ IN$210K0.01%HELD
490FOXFOX CORP$208K0.01%HELD
491CAGCONAGRA BRANDS INC$197K0.01%HELD
492OWLBLUE OWL CAPITAL INC$147K0.01%HELD
493AMCRAMCOR PLC-60,652EXITED
494ONONON HLDG AG-5,797EXITED
495MOHMOLINA HEALTHCARE INC-1,411EXITED
496PAYCPAYCOM SOFTWARE INC-1,350EXITED
497TAPMOLSON COORS BEVERAGE CO-4,414EXITED

Source: SEC EDGAR · accession 0001584686-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.