VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Diversified Active

Location: AMSTERDAM, P7

CIK: 0001367401 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $11.4B (100.0% shares, 0.0% debt)

Holdings (240)

New Positions (16)

Increased Positions (70)

KKR KKR & CO INC COM 3.5%
Value $402M (-18.7%) Shares 4,343,729 (+12.0%) Est. Cost $74.74 Unrealized +53.5%
NXPI NXP SEMICONDUCTORS N V COM 4.8%
Value $543M (+19.4%) Shares 2,759,171 (+31.6%) Est. Cost $209.55 Unrealized +11.9%
SPOT SPOTIFY TECHNOLOGY S A SHS 2.9%
Value $329M (+34.5%) Shares 679,011 (+61.1%) Est. Cost $546.94 Unrealized -9.1%
BKNG BOOKING HOLDINGS INC COM 4.9%
Value $562M (+13.8%) Shares 133,538 (+44.7%) Est. Cost $3577.97 Unrealized +33.6%
CPAY CORPAY INC COM SHS 2.3%
Value $265M (+26.1%) Shares 912,107 (+30.4%) Est. Cost $338.57 Unrealized -3.3%
BAC BANK AMERICA CORP COM 0.6%
Value $66.03M (+189.6%) Shares 1,354,598 (+226.8%) Est. Cost $50.58 Unrealized +6.1%
META META PLATFORMS INC CL A 3.8%
Value $431M (-8.6%) Shares 753,583 (+5.5%) Est. Cost $351.68 Unrealized +86.4%
ICLR ICON PLC SHS 0.9%
Value $102M (-25.0%) Shares 918,713 (+23.6%) Est. Cost $173.94 Unrealized -10.1%
PG PROCTER & GAMBLE CO COM 0.5%
Value $57.82M (+121.1%) Shares 400,329 (+119.4%) Est. Cost $147.46 Unrealized +2.9%
LEN LENNAR CORP CL A 2.0%
Value $231M (+14.5%) Shares 2,662,147 (+35.6%) Est. Cost $115.18 Unrealized -0.6%
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - 0.4%
Value $47.39M (+122.7%) Shares 588,296 (+19.7%) Est. Cost $63.12 Unrealized -17.0%
AMAT APPLIED MATLS INC COM 0.2%
Value $23.05M (+1132.2%) Shares 67,456 (+826.6%) Est. Cost $303.49 Unrealized +7.6%
BRO BROWN & BROWN INC COM 3.4%
Value $383M (+5.8%) Shares 5,871,215 (+29.4%) Est. Cost $85.87 Unrealized -13.6%
NKE NIKE INC CL B 0.3%
Value $31.58M (+183.1%) Shares 597,832 (+241.5%) Est. Cost $73.55 Unrealized -13.0%
DGX QUEST DIAGNOSTICS INC COM 0.4%
Value $50.23M (+65.3%) Shares 256,298 (+46.3%) Est. Cost $155.01 Unrealized +22.9%
PTC PTC INC COM 1.8%
Value $209M (-7.8%) Shares 1,465,377 (+12.7%) Est. Cost $156.60 Unrealized +2.8%
VSH VISHAY INTERTECHNOLOGY INC COM 0.3%
Value $35.67M (+90.3%) Shares 1,981,915 (+53.2%) Est. Cost $18.35 Unrealized +1.2%
NEE NEXTERA ENERGY INC COM 0.2%
Value $24.76M (+175.5%) Shares 266,564 (+138.2%) Est. Cost $79.38 Unrealized +9.8%
AKAM AKAMAI TECHNOLOGIES INC COM 0.4%
Value $48.77M (+45.8%) Shares 424,642 (+10.8%) Est. Cost $86.22 Unrealized +11.0%
JBL JABIL INC COM 0.5%
Value $52.17M (+39.3%) Shares 196,416 (+19.6%) Est. Cost $100.64 Unrealized +146.5%
EHC ENCOMPASS HEALTH CORP COM 0.3%
Value $33.53M (+53.3%) Shares 346,589 (+68.2%) Est. Cost $82.81 Unrealized +24.3%
WMS ADVANCED DRAIN SYS INC DEL COM 0.4%
Value $40.44M (+39.7%) Shares 294,898 (+47.6%) Est. Cost $146.47 Unrealized +10.1%
STAG STAG INDUSTRIAL INC COM 0.3%
Value $33.26M (+50.5%) Shares 922,306 (+53.4%) Est. Cost $34.58 Unrealized
CNH CNH INDL N V SHS 0.3%
Value $39.87M (+38.8%) Shares 3,624,464 (+16.3%) Est. Cost $10.40 Unrealized +9.7%
WLK WESTLAKE CORPORATION COM 0.3%
Value $28.54M (+63.6%) Shares 244,308 (+3.6%) Est. Cost $79.15 Unrealized +12.8%
ETR ENTERGY CORP NEW COM 0.2%
Value $21.6M (+104.9%) Shares 192,233 (+68.5%) Est. Cost $89.51 Unrealized +8.8%
NVR NVR INC COM 1.0%
Value $117M (-8.6%) Shares 17,736 (+1.1%) Est. Cost $7328.32 Unrealized +4.0%
MSFT MICROSOFT CORP COM 5.7%
Value $648M (-1.6%) Shares 1,749,983 (+28.6%) Est. Cost $327.03 Unrealized +32.9%
CACI CACI INTL INC CL A 0.4%
Value $49.52M (+26.6%) Shares 91,042 (+24.0%) Est. Cost $513.28 Unrealized +17.5%
WFG WEST FRASER TIMBER LTD COM 0.1%
Value $12.71M (+276.3%) Shares 139,558 (+246.3%) Est. Cost $70.54 Unrealized -1.7%
CRM SALESFORCE INC COM 0.2%
Value $17.48M (+106.7%) Shares 93,643 (+193.4%) Est. Cost $208.62 Unrealized +3.4%
BSX BOSTON SCIENTIFIC CORP COM 0.2%
Value $17.47M (-33.3%) Shares 278,441 (+1.4%) Est. Cost $99.70 Unrealized -13.9%
ABBV ABBVIE INC COM 0.1%
Value $15M (+128.2%) Shares 68,976 (+139.8%) Est. Cost $195.05 Unrealized +14.1%
DLR DIGITAL RLTY TR INC COM 0.1%
Value $10.14M (+305.8%) Shares 56,280 (+248.4%) Est. Cost $155.37 Unrealized -0.2%
MKL MARKEL GROUP INC COM 3.8%
Value $433M (-1.7%) Shares 226,148 (+10.4%) Est. Cost $1689.21 Unrealized +23.0%
PEP PEPSICO INC COM 0.5%
Value $52.76M (+15.3%) Shares 339,748 (+6.5%) Est. Cost $141.92 Unrealized +9.0%
VTR VENTAS INC COM 0.1%
Value $10.92M (+174.0%) Shares 133,590 (+159.3%) Est. Cost $71.52 Unrealized +8.1%
EXE EXPAND ENERGY CORPORATION COM 0.3%
Value $29.03M (+30.0%) Shares 264,406 (+30.7%) Est. Cost $88.49 Unrealized +19.6%
WCC WESCO INTL INC COM 0.5%
Value $51.97M (+14.2%) Shares 189,951 (+2.1%) Est. Cost $225.88 Unrealized +27.7%
SYY SYSCO CORP COM 0.3%
Value $33.63M (+18.0%) Shares 471,414 (+21.9%) Est. Cost $71.75 Unrealized +14.6%
OMC OMNICOM GROUP INC COM 0.3%
Value $38.77M (+11.2%) Shares 514,801 (+19.3%) Est. Cost $66.87 Unrealized +14.5%
MSM MSC INDL DIRECT INC CL A 0.3%
Value $33.1M (+12.7%) Shares 358,699 (+2.7%) Est. Cost $89.00 Unrealized -0.1%
SPG SIMON PPTY GROUP INC NEW COM 0.2%
Value $26.72M (+15.5%) Shares 143,225 (+14.7%) Est. Cost $153.80 Unrealized +19.6%
BLK BLACKROCK INC COM 0.3%
Value $34.93M (-9.2%) Shares 36,324 (+1.1%) Est. Cost $992.22 Unrealized +10.6%
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK 0.3%
Value $31.65M (-9.9%) Shares 175,018 (+1.1%) Est. Cost $153.27 Unrealized +42.4%
CUBE CUBESMART COM 0.0%
Value $5.432M (+174.6%) Shares 148,202 (+170.1%) Est. Cost $38.86 Unrealized
PSA PUBLIC STORAGE OPER CO COM 0.1%
Value $13.36M (+33.0%) Shares 49,315 (+27.4%) Est. Cost $279.82 Unrealized -7.6%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.4%
Value $44.01M (+7.5%) Shares 543,691 (+6.6%) Est. Cost $64.57 Unrealized +26.3%
ATS ATS CORPORATION COM 0.3%
Value $33.86M (+9.9%) Shares 863,486 (+5.9%) Est. Cost $28.50 Unrealized +5.1%
PLD PROLOGIS INC. COM 0.5%
Value $54.09M (+5.1%) Shares 409,238 (+1.5%) Est. Cost $102.59 Unrealized +25.8%
ALV AUTOLIV INC COM 0.2%
Value $26.41M (-8.5%) Shares 251,159 (+3.3%) Est. Cost $81.14 Unrealized +54.0%
PPL PPL CORP COM 0.1%
Value $17.04M (+12.2%) Shares 446,148 (+2.8%) Est. Cost $22.79 Unrealized +59.0%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value $14.99M (+13.0%) Shares 265,956 (+26.3%) Est. Cost $42.89 Unrealized +8.8%
MDT MEDTRONIC PLC SHS 0.3%
Value $32.84M (-5.0%) Shares 378,953 (+5.3%) Est. Cost $80.33 Unrealized +23.9%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value $3.426M (+87.1%) Shares 178,812 (+73.1%) Est. Cost $16.97 Unrealized +7.0%
GPOR GULFPORT ENERGY CORP COMMON SHARES 0.0%
Value $3.888M (+59.8%) Shares 18,376 (+57.1%) Est. Cost $174.57 Unrealized +11.5%
REG REGENCY CTRS CORP COM 0.1%
Value $7.653M (+20.5%) Shares 101,151 (+10.0%) Est. Cost $69.52 Unrealized -2.2%
TDW TIDEWATER INC NEW COM 0.0%
Value $2.71M (+84.0%) Shares 32,432 (+11.2%) Est. Cost $52.01 Unrealized +23.2%
TGS TRANSPORTADORA DE GAS DEL SU SPONSORED ADS B 0.0%
Value $4.368M (+39.1%) Shares 126,219 (+24.9%) Est. Cost $28.60 Unrealized
TAC TRANSALTA CORP COM 0.0%
Value $5.319M (+25.1%) Shares 290,819 (+18.8%) Est. Cost $11.45 Unrealized +12.9%
PCG PG&E CORP COM 0.0%
Value $2.802M (+57.2%) Shares 159,481 (+43.8%) Est. Cost $15.57 Unrealized +5.3%
GRMN GARMIN LTD SHS 0.1%
Value $7.263M (+16.3%) Shares 31,312 (+1.7%) Est. Cost $222.65 Unrealized -3.7%
PNR PENTAIR PLC SHS 0.0%
Value $4.47M (-15.1%) Shares 51,328 (+1.5%) Est. Cost $84.26 Unrealized +21.7%
BLDR BUILDERS FIRSTSOURCE INC COM 0.0%
Value $3.086M (+28.5%) Shares 37,480 (+60.6%) Est. Cost $123.03 Unrealized -4.5%
FIS FIDELITY NATL INFORMATION SV COM 0.4%
Value $43.51M (-1.0%) Shares 927,565 (+40.3%) Est. Cost $68.07 Unrealized -17.2%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.4%
Value $40.24M (+0.8%) Shares 202,956 (+36.3%) Est. Cost $283.90 Unrealized -10.8%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value $1.14M (+36.1%) Shares 41,522 (+42.9%) Est. Cost $15.74 Unrealized +79.4%
GNTX GENTEX CORP COM 0.1%
Value $16.94M (-1.5%) Shares 775,438 (+4.9%) Est. Cost $30.98 Unrealized -22.4%
TYL TYLER TECHNOLOGIES INC COM 0.1%
Value $6.519M (+1.8%) Shares 19,040 (+34.9%) Est. Cost $519.34 Unrealized -25.9%
HSIC SCHEIN HENRY INC COM 0.2%
Value $22.54M (-0.2%) Shares 305,899 (+2.3%) Est. Cost $69.72 Unrealized +11.9%

Exited Positions (26)

PRU PRUDENTIAL FINL INC COM 0.3%
Value $30.24M Shares 267,910 Est. Cost $72.83 Unrealized +47.4%
NTR NUTRIEN LTD COM 0.2%
Value $21.68M Shares 255,952 Est. Cost $49.21 Unrealized +38.4%
PINNACLE FINL PARTNERS INC COM 0.1%
Value $12.96M Shares 135,872 Est. Cost $114.39 Unrealized
HIW HIGHWOODS PPTYS INC COM 0.1%
Value $10.77M Shares 417,048 Est. Cost $31.58 Unrealized
CME CME GROUP INC COM 0.1%
Value $7.985M Shares 29,239 Est. Cost $165.23 Unrealized +75.1%
TXNM TXNM ENERGY INC COM 0.1%
Value $7.361M Shares 125,018 Est. Cost $47.11 Unrealized +25.5%
CPK CHESAPEAKE UTILS CORP COM 0.1%
Value $6.827M Shares 54,718 Est. Cost $123.82 Unrealized +3.6%
OGE OGE ENERGY CORP COM 0.1%
Value $6.739M Shares 157,812 Est. Cost $44.37 Unrealized +0.2%
MGEE MGE ENERGY INC COM 0.1%
Value $6.313M Shares 80,501 Est. Cost $88.00 Unrealized -9.3%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value $4.67M Shares 268,837 Est. Cost $16.85 Unrealized
NTAP NETAPP INC COM 0.0%
Value $4.284M Shares 40,001 Est. Cost $99.08 Unrealized +2.8%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value $2.284M Shares 59,550 Est. Cost $39.17 Unrealized -1.0%
QCOM QUALCOMM INC COM 0.0%
Value $2.138M Shares 12,501 Est. Cost $170.79 Unrealized -9.9%
ADBE ADOBE INC COM 0.0%
Value $1.803M Shares 5,152 Est. Cost $360.08 Unrealized -19.5%
LINE LINEAGE INC COM 0.0%
Value $1.351M Shares 38,598 Est. Cost $35.00 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.0%
Value $1.178M Shares 4,191 Est. Cost $191.19 Unrealized +49.8%
INTU INTUIT COM 0.0%
Value $118K Shares 178 Est. Cost $435.63 Unrealized +14.2%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value $117K Shares 257 Est. Cost $259.22 Unrealized +80.4%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $89,537 Shares 116 Est. Cost $713.20 Unrealized +7.8%
LII LENNOX INTL INC COM 0.0%
Value $79,150 Shares 163 Est. Cost $374.05 Unrealized +40.8%
PCAR PACCAR INC COM 0.0%
Value $69,648 Shares 636 Est. Cost $72.92 Unrealized +68.7%
FDS FACTSET RESH SYS INC COM 0.0%
Value $63,261 Shares 218 Est. Cost $428.81 Unrealized -42.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $54,695 Shares 1,014 Est. Cost $51.32 Unrealized +11.9%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value $45,303 Shares 218 Est. Cost $368.96 Unrealized -48.8%
CF CF INDS HLDGS INC COM 0.0%
Value $38,902 Shares 503 Est. Cost $78.58 Unrealized +14.6%
DOV DOVER CORP COM 0.0%
Value $36,119 Shares 185 Est. Cost $151.92 Unrealized +41.3%

Decreased Positions (132)

GOOGL ALPHABET INC CAP STK CL A 5.0%
Value $568M (-20.2%) Shares 1,976,651 (-13.2%) Est. Cost $112.17 Unrealized +188.2%
DHR DANAHER CORP DEL COM 0.1%
Value $9.96M (-92.7%) Shares 52,537 (-91.2%) Est. Cost $221.52 Unrealized +1.4%
AMZN AMAZON COM INC COM 3.3%
Value $371M (-11.5%) Shares 1,782,896 (-2.0%) Est. Cost $160.06 Unrealized +41.7%
TMO THERMO FISHER SCIENTIFIC INC COM 1.9%
Value $217M (-16.2%) Shares 440,724 (-1.2%) Est. Cost $483.98 Unrealized +18.7%
RY ROYAL BK CDA COM 0.3%
Value $33.72M (-54.9%) Shares 152,083 (-52.6%) Est. Cost $102.49 Unrealized +65.8%
FSLR FIRST SOLAR INC COM 0.1%
Value $9.105M (-79.6%) Shares 46,158 (-73.0%) Est. Cost $149.58 Unrealized +58.5%
NVDA NVIDIA CORPORATION COM 1.6%
Value $187M (-14.8%) Shares 1,071,854 (-8.9%) Est. Cost $98.90 Unrealized +88.7%
ADI ANALOG DEVICES INC COM 1.0%
Value $113M (-21.1%) Shares 354,484 (-32.8%) Est. Cost $192.86 Unrealized +63.9%
AAPL APPLE INC COM 1.3%
Value $143M (-14.1%) Shares 564,361 (-7.9%) Est. Cost $193.62 Unrealized +35.7%
LITE LUMENTUM HLDGS INC COM 0.2%
Value $25.6M (-46.9%) Shares 36,433 (-72.2%) Est. Cost $53.26 Unrealized +777.0%
SF STIFEL FINL CORP COM 0.2%
Value $23.41M (-47.0%) Shares 316,652 (-10.1%) Est. Cost $96.24 Unrealized +30.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value $160M (-10.4%) Shares 333,365 (-6.1%) Est. Cost $381.28 Unrealized +29.4%
CSCO CISCO SYS INC COM 0.1%
Value $14.97M (-55.4%) Shares 192,916 (-55.7%) Est. Cost $42.01 Unrealized +85.5%
TROX TRONOX HOLDINGS PLC SHS 0.3%
Value $36.67M (+102.3%) Shares 3,753,747 (-13.7%) Est. Cost $8.49 Unrealized -23.4%
AVGO BROADCOM INC COM 0.7%
Value $77.06M (-19.3%) Shares 248,986 (-9.8%) Est. Cost $174.58 Unrealized +91.4%
TRIP TRIPADVISOR INC COM 0.1%
Value $10.16M (-61.6%) Shares 952,767 (-47.5%) Est. Cost $23.30 Unrealized -45.5%
C CITIGROUP INC COM NEW 0.3%
Value $37.74M (-27.1%) Shares 332,802 (-25.0%) Est. Cost $49.40 Unrealized +135.2%
NE NOBLE CORP PLC ORD SHS A 0.4%
Value $47.56M (+40.2%) Shares 969,270 (-19.3%) Est. Cost $35.17 Unrealized +5.7%
LLY ELI LILLY & CO COM 0.4%
Value $42.28M (-22.9%) Shares 45,972 (-9.9%) Est. Cost $814.31 Unrealized +28.6%
BC BRUNSWICK CORP COM 0.4%
Value $43.86M (-21.7%) Shares 602,804 (-20.1%) Est. Cost $68.15 Unrealized +25.2%
TTWO TAKE-TWO INTERACTIVE SOFTWAR COM 0.0%
Value $3.901M (-75.2%) Shares 19,760 (-67.9%) Est. Cost $229.34 Unrealized -1.9%
JPM JPMORGAN CHASE & CO COM 0.5%
Value $61.29M (-15.1%) Shares 208,383 (-7.0%) Est. Cost $181.60 Unrealized +71.5%
FHN FIRST HORIZON CORPORATION COM 0.1%
Value $13.21M (-44.5%) Shares 580,222 (-41.7%) Est. Cost $19.97 Unrealized +23.7%
EXR EXTRA SPACE STORAGE INC COM 0.1%
Value $6.185M (-61.5%) Shares 47,166 (-61.8%) Est. Cost $126.49 Unrealized +3.5%
EA ELECTRONIC ARTS INC COM 0.0%
Value $146K (-98.4%) Shares 715 (-98.4%) Est. Cost $134.67 Unrealized +50.4%
AHR AMERICAN HEALTHCARE REIT INC COM SHS 0.0%
Value $3.731M (-68.9%) Shares 79,104 (-69.0%) Est. Cost $46.37 Unrealized
INVH INVITATION HOMES INC COM 0.4%
Value $49.53M (-14.2%) Shares 1,993,191 (-4.0%) Est. Cost $30.45 Unrealized -9.0%
AVB AVALONBAY CMNTYS INC COM 0.1%
Value $8.31M (-49.4%) Shares 50,872 (-43.8%) Est. Cost $183.89 Unrealized -1.9%
ORCL ORACLE CORP COM 0.2%
Value $18.96M (-29.9%) Shares 128,856 (-7.2%) Est. Cost $197.95 Unrealized -14.3%
ROL ROLLINS INC COM 0.1%
Value $8.357M (-44.1%) Shares 156,491 (-37.1%) Est. Cost $56.77 Unrealized +8.9%
AMH AMERICAN HOMES 4 RENT CL A 0.2%
Value $18.82M (-25.8%) Shares 674,012 (-14.7%) Est. Cost $37.35 Unrealized
REXR REXFORD INDL RLTY INC COM 0.0%
Value $1,440 (-100.0%) Shares 44 (-100.0%) Est. Cost $42.97 Unrealized
KIM KIMCO REALTY CORP COM 0.0%
Value $663K (-90.7%) Shares 29,504 (-91.6%) Est. Cost $20.57 Unrealized -2.5%
CAT CATERPILLAR INC COM 0.3%
Value $36.43M (+18.9%) Shares 51,430 (-3.8%) Est. Cost $433.75 Unrealized +57.8%
ABT ABBOTT LABORATORIES COM 0.2%
Value $17.95M (-24.1%) Shares 174,852 (-7.4%) Est. Cost $119.79 Unrealized -3.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value $18.05M (-23.3%) Shares 39,161 (-5.8%) Est. Cost $527.70 Unrealized -1.3%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value $879K (-86.0%) Shares 56,167 (-84.5%) Est. Cost $14.95 Unrealized +19.7%
TSLA TESLA INC COM 0.2%
Value $21.29M (-20.0%) Shares 57,278 (-3.2%) Est. Cost $277.77 Unrealized +53.4%
WTFC WINTRUST FINL CORP COM 0.4%
Value $40.94M (-11.4%) Shares 294,670 (-10.8%) Est. Cost $96.32 Unrealized +55.8%
EQIX EQUINIX INC COM 0.2%
Value $23.82M (-18.1%) Shares 24,304 (-36.0%) Est. Cost $758.14 Unrealized +0.8%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value $4.748M (-52.3%) Shares 108,359 (-51.8%) Est. Cost $40.16 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value $18.38M (-21.6%) Shares 36,795 (-10.4%) Est. Cost $415.52 Unrealized +29.7%
GE GE AEROSPACE COM NEW 0.2%
Value $17.53M (-22.3%) Shares 61,763 (-15.6%) Est. Cost $224.28 Unrealized +41.9%
WFC WELLS FARGO & CO COM 0.1%
Value $10.33M (-32.1%) Shares 129,803 (-20.6%) Est. Cost $68.91 Unrealized +30.7%
MHK MOHAWK INDS INC COM 0.3%
Value $29.13M (-14.1%) Shares 295,858 (-4.7%) Est. Cost $115.89 Unrealized +6.6%
VICI VICI PPTYS INC COM 0.1%
Value $9.923M (-32.5%) Shares 363,217 (-30.5%) Est. Cost $30.80 Unrealized -8.6%
SPGI S&P GLOBAL INC COM 0.2%
Value $17.37M (-21.4%) Shares 40,838 (-3.4%) Est. Cost $420.12 Unrealized +15.5%
YETI YETI HLDGS INC COM 0.1%
Value $12.46M (-26.8%) Shares 340,564 (-11.7%) Est. Cost $38.46 Unrealized +23.3%
MPC MARATHON PETE CORP COM 0.1%
Value $13.47M (+37.6%) Shares 55,188 (-8.3%) Est. Cost $121.95 Unrealized +51.5%
LXFR LUXFER HLDGS PLC SHS 0.1%
Value $9.689M (-27.5%) Shares 795,472 (-19.4%) Est. Cost $14.23 Unrealized +5.3%
TKR TIMKEN CO COM 0.2%
Value $23.47M (-13.5%) Shares 233,398 (-27.6%) Est. Cost $73.05 Unrealized +34.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.2%
Value $18.53M (-16.1%) Shares 66,698 (-5.6%) Est. Cost $281.99 Unrealized +7.6%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value $18.96M (+22.6%) Shares 66,803 (-16.0%) Est. Cost $140.02 Unrealized +49.8%
LXP LXP INDUSTRIAL TRUST COM 0.0%
Value $5.09M (-40.7%) Shares 110,021 (-36.4%) Est. Cost $49.58 Unrealized
IQV IQVIA HLDGS INC COM 0.1%
Value $7.647M (-31.3%) Shares 44,839 (-9.2%) Est. Cost $195.76 Unrealized +7.4%
CVX CHEVRON CORPORATION COM 0.2%
Value $17.79M (+23.1%) Shares 85,962 (-9.3%) Est. Cost $146.32 Unrealized +17.5%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value $207K (-94.1%) Shares 1,947 (-94.4%) Est. Cost $97.48 Unrealized +1.6%
NVST ENVISTA HOLDINGS CORPORATION COM 0.2%
Value $18.81M (-14.3%) Shares 741,489 (-26.7%) Est. Cost $22.07 Unrealized +16.7%
STRA STRATEGIC ED INC COM 0.2%
Value $24.64M (-11.3%) Shares 296,980 (-14.2%) Est. Cost $76.93 Unrealized +5.5%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.0%
Value $5.208M (-37.2%) Shares 59,592 (-5.3%) Est. Cost $126.84 Unrealized -5.7%
WMB WILLIAMS COS INC COM 0.3%
Value $29.18M (+11.7%) Shares 400,941 (-7.7%) Est. Cost $34.09 Unrealized +94.7%
KMI KINDER MORGAN INC DEL COM 0.2%
Value $21.06M (+16.2%) Shares 628,135 (-4.7%) Est. Cost $17.84 Unrealized +66.7%
DE DEERE & CO COM 0.2%
Value $24.16M (+13.2%) Shares 42,896 (-6.5%) Est. Cost $371.41 Unrealized +48.4%
MELI MERCADOLIBRE INC COM 0.1%
Value $14.85M (-15.9%) Shares 8,588 (-2.0%) Est. Cost $2382.25 Unrealized -13.3%
BR BROADRIDGE FINL SOLUTIONS IN COM 0.0%
Value $5.206M (-33.9%) Shares 32,041 (-9.3%) Est. Cost $235.32 Unrealized -16.0%
ANET ARISTA NETWORKS INC COM SHS 0.1%
Value $14.8M (-15.0%) Shares 120,542 (-9.3%) Est. Cost $120.67 Unrealized +11.9%
CROX CROCS INC COM 0.1%
Value $11.96M (-17.8%) Shares 144,076 (-15.3%) Est. Cost $86.89 Unrealized +1.5%
CBRE CBRE GROUP INC CL A 0.1%
Value $7.104M (-26.7%) Shares 52,445 (-12.9%) Est. Cost $82.94 Unrealized +94.6%
PSX PHILLIPS 66 COM 0.1%
Value $9.804M (+32.4%) Shares 53,816 (-6.2%) Est. Cost $111.04 Unrealized +32.5%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value $1.805M (-56.9%) Shares 156,788 (-55.6%) Est. Cost $11.71 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.1%
Value $13.16M (+21.7%) Shares 215,555 (-9.2%) Est. Cost $41.07 Unrealized +36.5%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $9.046M (-20.3%) Shares 56,426 (-8.5%) Est. Cost $186.64 Unrealized -7.8%
TNC TENNANT CO COM 0.1%
Value $14.81M (-13.2%) Shares 223,069 (-3.7%) Est. Cost $80.29 Unrealized -3.0%
LRCX LAM RESEARCH CORP COM NEW 0.3%
Value $31.78M (-6.4%) Shares 148,761 (-25.0%) Est. Cost $133.96 Unrealized +68.7%
PGR PROGRESSIVE CORP COM 0.1%
Value $11.93M (-15.5%) Shares 60,194 (-2.9%) Est. Cost $233.59 Unrealized -11.5%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value $12.91M (-13.9%) Shares 51,501 (-5.5%) Est. Cost $273.43 Unrealized -7.9%
NOW SERVICENOW INC COM 0.0%
Value $3.872M (-34.7%) Shares 37,031 (-4.3%) Est. Cost $162.19 Unrealized -25.3%
TRGP TARGA RES CORP COM 0.1%
Value $12.08M (+20.0%) Shares 48,183 (-11.7%) Est. Cost $123.62 Unrealized +63.2%
HD HOME DEPOT INC COM 0.2%
Value $17.77M (-9.7%) Shares 54,028 (-5.5%) Est. Cost $305.79 Unrealized +23.3%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value $12.96M (-12.8%) Shares 168,198 (-1.1%) Est. Cost $87.71 Unrealized +2.1%
GEV GE VERNOVA INC COM 0.2%
Value $25.42M (+7.9%) Shares 29,126 (-19.2%) Est. Cost $609.04 Unrealized +21.0%
JKHY HENRY JACK & ASSOC INC COM 0.1%
Value $6.472M (-21.4%) Shares 40,954 (-9.3%) Est. Cost $175.74 Unrealized -0.2%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value $5.854M (-23.1%) Shares 21,635 (-6.2%) Est. Cost $489.64 Unrealized -37.0%
NFLX NETFLIX INC. COM 0.2%
Value $18.24M (-8.0%) Shares 189,752 (-10.3%) Est. Cost $107.07 Unrealized -21.7%
SNA SNAP ON INC COM 0.0%
Value $3.842M (-28.1%) Shares 10,581 (-31.7%) Est. Cost $246.05 Unrealized +50.9%
TRI THOMSON REUTERS CORP COM 0.0%
Value $2.707M (-34.4%) Shares 30,006 (-4.0%) Est. Cost $162.12 Unrealized -34.0%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $13.31M (+11.2%) Shares 101,557 (-2.1%) Est. Cost $108.19 Unrealized +11.4%
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value $13.72M (-8.8%) Shares 171,355 (-2.9%) Est. Cost $82.81 Unrealized -1.0%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value $6.928M (-15.2%) Shares 39,944 (-9.3%) Est. Cost $158.07 Unrealized +14.7%
COST COSTCO WHOLESALE CORPORATION COM 0.2%
Value $19.21M (+6.4%) Shares 19,280 (-7.9%) Est. Cost $824.83 Unrealized +16.8%
SYK STRYKER CORPORATION COM 0.1%
Value $6.489M (-14.8%) Shares 19,749 (-8.9%) Est. Cost $371.54 Unrealized -1.8%
KO COCA COLA CO COM 0.3%
Value $30.39M (+3.5%) Shares 399,671 (-4.8%) Est. Cost $62.54 Unrealized +19.5%
APH AMPHENOL CORP CL A 0.1%
Value $6.965M (-12.3%) Shares 55,124 (-6.2%) Est. Cost $67.73 Unrealized +116.1%
ALGN ALIGN TECHNOLOGY INC COM 0.3%
Value $36.33M (+2.6%) Shares 211,903 (-6.5%) Est. Cost $148.70 Unrealized +17.5%
ECL ECOLAB INC COM 0.2%
Value $19.76M (-4.4%) Shares 74,276 (-5.6%) Est. Cost $221.16 Unrealized +29.4%
FE FIRSTENERGY CORP COM 0.1%
Value $9.605M (+9.9%) Shares 189,598 (-2.9%) Est. Cost $38.64 Unrealized +21.8%
MCD MCDONALDS CORP COM 0.1%
Value $10.02M (-7.7%) Shares 32,240 (-9.2%) Est. Cost $245.32 Unrealized +29.3%
PH PARKER-HANNIFIN CORP COM 0.1%
Value $11.89M (-6.5%) Shares 13,285 (-8.2%) Est. Cost $665.46 Unrealized +43.9%
ICE INTERCONTINENTAL EXCHANGE IN COM 0.1%
Value $7.335M (-8.9%) Shares 46,636 (-6.2%) Est. Cost $109.86 Unrealized +50.2%
WMT WALMART INC COM 0.1%
Value $6.667M (-9.7%) Shares 53,651 (-18.6%) Est. Cost $107.20 Unrealized +13.8%
TRP TC ENERGY CORP COM 0.2%
Value $17.2M (+4.0%) Shares 197,773 (-9.6%) Est. Cost $47.00 Unrealized +23.9%
TJX TJX COS INC NEW COM 0.2%
Value $20.29M (-3.1%) Shares 127,058 (-6.7%) Est. Cost $123.99 Unrealized +24.4%
LIN LINDE PLC SHS 0.2%
Value $26.41M (+2.4%) Shares 53,275 (-11.9%) Est. Cost $419.04 Unrealized +9.8%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $2.534M (-19.1%) Shares 17,325 (-1.8%) Est. Cost $181.03 Unrealized -14.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value $14.83M (-3.6%) Shares 174,005 (-10.6%) Est. Cost $89.91 Unrealized -1.3%
WPC WP CAREY INC COM 0.1%
Value $10.54M (-4.6%) Shares 155,149 (-9.7%) Est. Cost $64.36 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value $7.9M (-6.1%) Shares 24,648 (-5.1%) Est. Cost $271.36 Unrealized +30.9%
IRM IRON MTN INC DEL COM 0.0%
Value $5.155M (+10.8%) Shares 50,467 (-10.0%) Est. Cost $93.10 Unrealized -10.6%
EMA EMERA INC COM 0.1%
Value $11.75M (+4.4%) Shares 162,903 (-2.1%) Est. Cost $43.35 Unrealized +14.8%
O REALTY INCOME CORP COM 0.0%
Value $1.935M (-19.1%) Shares 31,635 (-25.4%) Est. Cost $52.79 Unrealized +8.6%
THR THERMON GROUP HLDGS INC COM 0.2%
Value $26.03M (+1.6%) Shares 516,471 (-25.1%) Est. Cost $16.90 Unrealized +169.5%
TXN TEXAS INSTRS INC COM 0.4%
Value $45.98M (+0.8%) Shares 236,860 (-9.9%) Est. Cost $168.85 Unrealized +22.2%
YUMC YUM CHINA HLDGS INC COM 0.1%
Value $7.196M (-4.2%) Shares 147,526 (-6.2%) Est. Cost $47.97 Unrealized +7.4%
ETN EATON CORP PLC SHS 0.1%
Value $11.07M (+2.9%) Shares 30,956 (-8.4%) Est. Cost $354.39 Unrealized -0.2%
AMT AMERICAN TOWER CORP COM 0.1%
Value $10.21M (-2.9%) Shares 59,161 (-1.2%) Est. Cost $202.03 Unrealized -13.5%
ARE ALEXANDRIA REAL ESTATE EQ IN COM 0.0%
Value $1.674M (-11.5%) Shares 36,069 (-6.7%) Est. Cost $103.89 Unrealized -52.9%
NEM NEWMONT CORP COM 0.1%
Value $10.19M (+1.8%) Shares 94,179 (-6.1%) Est. Cost $89.26 Unrealized +32.3%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.2%
Value $17.41M (+1.1%) Shares 74,665 (-3.5%) Est. Cost $207.90 Unrealized +20.8%
HUM HUMANA INC COM 0.0%
Value $119K (-55.6%) Shares 685 (-34.4%) Est. Cost $247.15 Unrealized -9.6%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value $8.605M (+1.4%) Shares 171,420 (-17.7%) Est. Cost $40.48 Unrealized +8.2%
ELV ELEVANCE HEALTH INC FORMERLY COM 0.0%
Value $121K (-50.2%) Shares 414 (-40.3%) Est. Cost $442.79 Unrealized -20.6%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value $10.85M (+1.0%) Shares 79,761 (-3.1%) Est. Cost $124.77 Unrealized +3.3%
MCK MCKESSON CORP COM 0.0%
Value $173K (-29.0%) Shares 200 (-32.7%) Est. Cost $703.74 Unrealized +24.4%
WELL WELLTOWER INC COM 0.2%
Value $21.61M (+0.3%) Shares 109,295 (-5.8%) Est. Cost $117.45 Unrealized +59.2%
UNP UNION PAC CORP COM 0.1%
Value $10.53M (-0.4%) Shares 43,418 (-5.0%) Est. Cost $208.06 Unrealized +16.9%
SO SOUTHERN CO COM 0.1%
Value $7.557M (+0.5%) Shares 78,300 (-9.2%) Est. Cost $87.99 Unrealized +1.8%
FOX FOX CORP CL B COM 0.0%
Value $119K (-20.6%) Shares 2,251 (-2.8%) Est. Cost $33.18 Unrealized +83.1%
FSV FIRSTSERVICE CORP NEW COM 0.0%
Value $32,398 (-38.0%) Shares 233 (-30.7%) Est. Cost $121.35 Unrealized +29.8%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value $136K (-11.1%) Shares 3,531 (-12.7%) Est. Cost $34.43 Unrealized +8.5%
AMP AMERIPRISE FINL INC COM 0.0%
Value $94,630 (-13.8%) Shares 213 (-4.9%) Est. Cost $419.95 Unrealized +19.1%
AZO AUTOZONE INC COM 0.0%
Value $94,550 (-10.1%) Shares 28 (-9.7%) Est. Cost $3001.49 Unrealized +20.8%
IEX IDEX CORP COM 0.1%
Value $7.364M (-0.1%) Shares 38,852 (-6.2%) Est. Cost $198.07 Unrealized +0.5%

Unchanged Positions (22)

LFUS LITTELFUSE INC COM 2.9%
Value $333M Shares 982,714 Est. Cost $227.86 Unrealized +40.4%
TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 2.8%
Value $322M Shares 952,622 Est. Cost $122.16 Unrealized
V VISA INC COM CL A 1.6%
Value $180M Shares 594,262 Est. Cost $255.29 Unrealized +28.9%
CB CHUBB LTD SWITZ COM 1.9%
Value $213M Shares 652,205 Est. Cost $264.64 Unrealized +19.5%
ZTS ZOETIS INC CL A 1.1%
Value $124M Shares 1,050,678 Est. Cost $135.97 Unrealized -7.3%
MRK MERCK & CO INC COM 0.6%
Value $62.91M Shares 522,959 Est. Cost $91.50 Unrealized +24.9%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.8%
Value $93.36M Shares 130 Est. Cost $475673.66 Unrealized +55.6%
GILD GILEAD SCIENCES INC COM 0.3%
Value $37.25M Shares 267,255 Est. Cost $64.67 Unrealized +114.0%
ENB ENBRIDGE INC COM 0.1%
Value $11.11M Shares 147,428 Est. Cost $47.11 Unrealized +3.1%
ED CONSOLIDATED EDISON INC COM 0.1%
Value $10.66M Shares 94,213 Est. Cost $98.79 Unrealized +6.6%
CP CANADIAN PACIFIC KANSAS CITY COM 0.1%
Value $16.23M Shares 148,284 Est. Cost $76.95 Unrealized +0.4%
LNT ALLIANT ENERGY CORP COM 0.1%
Value $8.866M Shares 123,553 Est. Cost $60.10 Unrealized +12.5%
CSX CSX CORP COM 0.1%
Value $6.758M Shares 164,633 Est. Cost $33.93 Unrealized +13.5%
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value $5.514M Shares 200,572 Est. Cost $13.69 Unrealized +100.5%
HTO H2O AMERICA COM 0.0%
Value $4.243M Shares 72,314 Est. Cost $53.08 Unrealized -0.6%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value $6.085M Shares 21,220 Est. Cost $286.33 Unrealized +13.0%
TT TRANE TECHNOLOGIES PLC SHS 0.1%
Value $6.322M Shares 15,175 Est. Cost $307.12 Unrealized +37.5%
DOC HEALTHPEAK PROPERTIES INC COM 0.1%
Value $11.04M Shares 671,874 Est. Cost $18.41 Unrealized -12.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value $3.908M Shares 17,841 Est. Cost $240.01 Unrealized -9.8%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value $10.65M Shares 37,112 Est. Cost $276.03 Unrealized +8.0%
DRH DIAMONDROCK HOSPITALITY CO COM 0.0%
Value $1.088M Shares 116,142 Est. Cost $8.01 Unrealized
MSA MSA SAFETY INC COM 0.0%
Value $311K Shares 1,897 Est. Cost $162.81 Unrealized +13.8%