OFI INVEST ASSET MANAGEMENT Diversified Active

CIK: 0001977602 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 22, 2026

Total Value ($000): $7,005,831 (100.0% shares, 0.0% debt)

Holdings (370)

New Positions (94)

PLTR PALANTIR TECHNOLOGIES INC 0.9%
Value ($000) $64,372 Shares 424,690 Est. Cost $181.03 Unrealized 0.0%
TJX TJX COS INC NEW 0.6%
Value ($000) $40,101 Shares 306,492 Est. Cost $147.70 Unrealized 0.0%
COHR COHERENT CORP 0.5%
Value ($000) $37,564 Shares 239,028 Est. Cost $149.58 Unrealized 0.0%
Z ZILLOW GROUP INC 0.3%
Value ($000) $22,204 Shares 382,256 Est. Cost $72.41 Unrealized 0.0%
APP APPLOVIN CORP 0.3%
Value ($000) $21,638 Shares 37,714 Est. Cost $630.10 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.3%
Value ($000) $20,548 Shares 31,265 Est. Cost $678.68 Unrealized 0.0%
YUM YUM BRANDS INC 0.3%
Value ($000) $19,924 Shares 154,679 Est. Cost $147.67 Unrealized 0.0%
ALL ALLSTATE CORP 0.3%
Value ($000) $19,647 Shares 110,853 Est. Cost $204.09 Unrealized 0.0%
HUBB HUBBELL INC 0.3%
Value ($000) $19,478 Shares 51,509 Est. Cost $437.22 Unrealized 0.0%
TSN TYSON FOODS INC 0.3%
Value ($000) $19,466 Shares 390,000 Est. Cost $54.61 Unrealized 0.0%
KVUE KENVUE INC 0.3%
Value ($000) $19,456 Shares 1,323,336 Est. Cost $16.26 Unrealized 0.0%
BX BLACKSTONE INC 0.3%
Value ($000) $19,341 Shares 147,370 Est. Cost $151.46 Unrealized 0.0%
CELH CELSIUS HLDGS INC 0.3%
Value ($000) $19,332 Shares 496,388 Est. Cost $50.38 Unrealized 0.0%
IBKR INTERACTIVE BROKERS GROUP IN 0.3%
Value ($000) $19,036 Shares 347,634 Est. Cost $66.89 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $17,528 Shares 71,300 Est. Cost $288.62 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $17,028 Shares 72,558 Est. Cost $273.43 Unrealized 0.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $16,672 Shares 246,732 Est. Cost $78.67 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value ($000) $16,521 Shares 306,000 Est. Cost $69.45 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.2%
Value ($000) $15,301 Shares 92,619 Est. Cost $192.67 Unrealized 0.0%
CDW CDW CORP 0.2%
Value ($000) $14,641 Shares 126,248 Est. Cost $147.03 Unrealized 0.0%
NTSK NETSKOPE INC 0.2%
Value ($000) $13,528 Shares 905,846 Est. Cost $20.86 Unrealized 0.0%
VICI VICI PPTYS INC 0.2%
Value ($000) $11,904 Shares 497,173 Est. Cost $29.30 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value ($000) $11,209 Shares 84,306 Est. Cost $143.30 Unrealized 0.0%
TER TERADYNE INC 0.2%
Value ($000) $10,622 Shares 64,450 Est. Cost $171.50 Unrealized 0.0%
FTNT FORTINET INC 0.1%
Value ($000) $10,212 Shares 151,038 Est. Cost $82.94 Unrealized 0.0%
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $8,984 Shares 236,102 Est. Cost $38.05 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.1%
Value ($000) $8,891 Shares 30,707 Est. Cost $309.50 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value ($000) $8,681 Shares 52,218 Est. Cost $181.83 Unrealized 0.0%
HAS HASBRO INC 0.1%
Value ($000) $8,309 Shares 119,000 Est. Cost $78.03 Unrealized 0.0%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $7,752 Shares 60,378 Est. Cost $135.64 Unrealized 0.0%
AME AMETEK INC 0.1%
Value ($000) $7,532 Shares 43,087 Est. Cost $194.36 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $7,446 Shares 42,796 Est. Cost $201.71 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $7,170 Shares 101,461 Est. Cost $74.65 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $7,109 Shares 207,699 Est. Cost $37.39 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $6,825 Shares 125,816 Est. Cost $64.91 Unrealized 0.0%
DATADOG INC 0.1%
Value ($000) $6,057 Shares 7,100,000 Est. Cost $0.85 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $5,687 Shares 66,102 Est. Cost $108.27 Unrealized 0.0%
BALL BALL CORP 0.1%
Value ($000) $5,586 Shares 123,091 Est. Cost $49.09 Unrealized 0.0%
CLEANSPARK INC 0.1%
Value ($000) $5,389 Shares 6,100,000 Est. Cost $0.88 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $4,746 Shares 68,671 Est. Cost $106.17 Unrealized 0.0%
LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $3,185 Shares 3,500,000 Est. Cost $0.91 Unrealized
UPSTART HLDGS INC 0.0%
Value ($000) $3,001 Shares 4,000,000 Est. Cost $0.75 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $762 Shares 4,738 Est. Cost $157.23 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $759 Shares 8,597 Est. Cost $90.54 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $726 Shares 3,381 Est. Cost $217.58 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $667 Shares 2,166 Est. Cost $300.80 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $655 Shares 3,777 Est. Cost $182.07 Unrealized 0.0%
CMS CMS ENERGY CORP 0.0%
Value ($000) $645 Shares 9,221 Est. Cost $72.50 Unrealized 0.0%
TPR TAPESTRY INC 0.0%
Value ($000) $618 Shares 5,114 Est. Cost $114.03 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $610 Shares 3,792 Est. Cost $147.32 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $587 Shares 7,991 Est. Cost $70.46 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $566 Shares 3,477 Est. Cost $168.83 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $562 Shares 12,032 Est. Cost $45.79 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $542 Shares 8,332 Est. Cost $61.19 Unrealized 0.0%
FERG FERGUSON ENTERPRISES INC 0.0%
Value ($000) $525 Shares 2,497 Est. Cost $237.95 Unrealized 0.0%
COO COOPER COS INC 0.0%
Value ($000) $504 Shares 6,149 Est. Cost $74.85 Unrealized 0.0%
TRU TRANSUNION 0.0%
Value ($000) $495 Shares 5,776 Est. Cost $82.11 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $494 Shares 7,130 Est. Cost $70.40 Unrealized 0.0%
OKTA OKTA INC 0.0%
Value ($000) $469 Shares 5,428 Est. Cost $87.27 Unrealized 0.0%
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $461 Shares 4,840 Est. Cost $101.05 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $452 Shares 1,594 Est. Cost $246.88 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $447 Shares 5,121 Est. Cost $82.26 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $441 Shares 316 Est. Cost $1396.48 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $416 Shares 2,482 Est. Cost $172.31 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $406 Shares 2,946 Est. Cost $131.57 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $397 Shares 1,045 Est. Cost $367.96 Unrealized 0.0%
RVTY REVVITY INC 0.0%
Value ($000) $387 Shares 4,000 Est. Cost $95.99 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $352 Shares 1,403 Est. Cost $265.14 Unrealized 0.0%
FDS FACTSET RESH SYS INC 0.0%
Value ($000) $344 Shares 1,185 Est. Cost $280.03 Unrealized 0.0%
LII LENNOX INTL INC 0.0%
Value ($000) $326 Shares 671 Est. Cost $499.61 Unrealized 0.0%
ROL ROLLINS INC 0.0%
Value ($000) $317 Shares 5,278 Est. Cost $58.66 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $300 Shares 1,311 Est. Cost $259.46 Unrealized 0.0%
IRM IRON MTN INC DEL 0.0%
Value ($000) $286 Shares 3,444 Est. Cost $92.78 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $255 Shares 4,358 Est. Cost $59.76 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $213 Shares 808 Est. Cost $285.32 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $193 Shares 4,599 Est. Cost $45.80 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $190 Shares 2,531 Est. Cost $83.87 Unrealized 0.0%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $189 Shares 1,083 Est. Cost $199.00 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $182 Shares 1,564 Est. Cost $130.74 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $179 Shares 2,049 Est. Cost $102.19 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $174 Shares 1,120 Est. Cost $182.10 Unrealized 0.0%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $172 Shares 1,117 Est. Cost $189.10 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $158 Shares 417 Est. Cost $462.16 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $155 Shares 401 Est. Cost $476.40 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $152 Shares 1,951 Est. Cost $97.70 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $151 Shares 4,502 Est. Cost $40.85 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $147 Shares 9,144 Est. Cost $17.46 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.0%
Value ($000) $147 Shares 1,428 Est. Cost $112.38 Unrealized 0.0%
PSTG PURE STORAGE INC 0.0%
Value ($000) $145 Shares 2,541 Est. Cost $83.54 Unrealized 0.0%
PODD INSULET CORP 0.0%
Value ($000) $134 Shares 472 Est. Cost $312.66 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value ($000) $122 Shares 1,269 Est. Cost $130.05 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.0%
Value ($000) $81 Shares 629 Est. Cost $230.22 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $66 Shares 756 Est. Cost $86.37 Unrealized 0.0%
VMC VULCAN MATLS CO 0.0%
Value ($000) $37 Shares 131 Est. Cost $293.14 Unrealized 0.0%

Increased Positions (167)

AAPL APPLE INC 7.1%
Value ($000) $494,398 (+82.7%) Shares 2,128,499 (+70.5%) Est. Cost $222.78 Unrealized +20.5%
AMD ADVANCED MICRO DEVICES INC 2.5%
Value ($000) $174,776 (+1826.5%) Shares 957,541 (+1353.3%) Est. Cost $216.83 Unrealized +3.6%
GOOG ALPHABET INC 2.0%
Value ($000) $141,790 (+895.0%) Shares 527,867 (+667.8%) Est. Cost $263.03 Unrealized +8.9%
AMAT APPLIED MATLS INC 1.8%
Value ($000) $123,861 (+3943.7%) Shares 565,278 (+3115.6%) Est. Cost $237.27 Unrealized +0.9%
GOOGL ALPHABET INC 4.7%
Value ($000) $332,103 (+52.9%) Shares 1,242,861 (+18.4%) Est. Cost $138.46 Unrealized +106.3%
MSFT MICROSOFT CORP 7.7%
Value ($000) $536,433 (+26.7%) Shares 1,298,495 (+35.2%) Est. Cost $380.94 Unrealized +31.4%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $99,423 (+231.2%) Shares 135,062 (+254.4%) Est. Cost $798.76 Unrealized +13.4%
C CITIGROUP INC 1.0%
Value ($000) $67,583 (+5638.3%) Shares 678,585 (+4877.2%) Est. Cost $103.40 Unrealized +0.2%
TSLA TESLA INC 2.1%
Value ($000) $147,303 (+73.3%) Shares 383,125 (+70.6%) Est. Cost $370.90 Unrealized +19.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $55,344 (+50091.6%) Shares 400,544 (+51986.3%) Est. Cost $156.18 Unrealized +0.0%
GILD GILEAD SCIENCES INC 1.3%
Value ($000) $88,819 (+148.4%) Shares 849,277 (+124.4%) Est. Cost $111.20 Unrealized +8.7%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $76,076 (+193.4%) Shares 957,897 (+163.5%) Est. Cost $80.75 Unrealized +7.3%
BLK BLACKROCK INC 1.4%
Value ($000) $96,362 (+77.6%) Shares 105,724 (+93.3%) Est. Cost $1023.42 Unrealized +6.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $33,817 (+34659.6%) Shares 502,615 (+35047.9%) Est. Cost $78.32 Unrealized -0.0%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $32,455 (+3411.9%) Shares 814,292 (+3240.8%) Est. Cost $43.46 Unrealized +0.4%
ISRG INTUITIVE SURGICAL INC 1.1%
Value ($000) $76,742 (+62.5%) Shares 159,009 (+28.2%) Est. Cost $513.36 Unrealized +3.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $28,405 (+25584.6%) Shares 414,266 (+26506.7%) Est. Cost $81.06 Unrealized +0.0%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $41,215 (+205.8%) Shares 591,214 (+265.8%) Est. Cost $85.02 Unrealized +5.9%
URI UNITED RENTALS INC 0.4%
Value ($000) $27,759 (+19423.6%) Shares 40,283 (+22918.9%) Est. Cost $866.04 Unrealized +0.1%
DE DEERE & CO 0.4%
Value ($000) $29,235 (+1164.3%) Shares 73,454 (+1136.2%) Est. Cost $462.52 Unrealized +1.1%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value ($000) $26,683 (+27316.0%) Shares 69,124 (+23572.6%) Est. Cost $431.11 Unrealized -0.0%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $27,235 (+2990.8%) Shares 334,242 (+3051.7%) Est. Cost $98.13 Unrealized -0.1%
NFLX NETFLIX INC 0.9%
Value ($000) $60,365 (+75.3%) Shares 754,188 (+2134.5%) Est. Cost $106.43 Unrealized +1.3%
CMI CUMMINS INC 0.4%
Value ($000) $26,027 (+18001.4%) Shares 59,758 (+14839.5%) Est. Cost $465.25 Unrealized +0.2%
NOW SERVICENOW INC 0.4%
Value ($000) $25,497 (+25533.1%) Shares 194,369 (+152946.5%) Est. Cost $171.54 Unrealized +0.0%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $25,610 (+2917.5%) Shares 154,984 (+2808.9%) Est. Cost $191.01 Unrealized -0.8%
HLT HILTON WORLDWIDE HLDGS INC 0.3%
Value ($000) $24,513 (+22696.2%) Shares 100,107 (+20455.9%) Est. Cost $271.92 Unrealized +0.1%
MS MORGAN STANLEY 1.1%
Value ($000) $75,580 (+42.9%) Shares 499,208 (+27.7%) Est. Cost $116.08 Unrealized +43.4%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $21,970 (+14055.0%) Shares 149,564 (+10881.2%) Est. Cost $154.66 Unrealized +0.5%
WDC WESTERN DIGITAL CORP. 0.3%
Value ($000) $20,188 (+4354.9%) Shares 137,631 (+3003.3%) Est. Cost $149.30 Unrealized +1.5%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $20,775 (+1318.9%) Shares 68,908 (+1218.1%) Est. Cost $354.64 Unrealized +2.4%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $28,406 (+163.8%) Shares 191,641 (+178.3%) Est. Cost $176.58 Unrealized -3.3%
HUBS HUBSPOT INC 0.5%
Value ($000) $34,064 (+97.7%) Shares 99,622 (+130.2%) Est. Cost $455.41 Unrealized -9.0%
KLAC KLA CORP 0.3%
Value ($000) $17,862 (+1330.8%) Shares 17,265 (+1169.5%) Est. Cost $1133.58 Unrealized +3.4%
ZS ZSCALER INC 0.3%
Value ($000) $17,808 (+1146.7%) Shares 92,945 (+1559.4%) Est. Cost $277.06 Unrealized +1.9%
FISV FISERV INC 0.3%
Value ($000) $18,572 (+635.0%) Shares 324,397 (+1308.6%) Est. Cost $92.06 Unrealized -8.9%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $61,864 (+34.0%) Shares 903,625 (+25.8%) Est. Cost $69.86 Unrealized +18.1%
DHI D R HORTON INC 0.5%
Value ($000) $32,871 (+87.6%) Shares 267,406 (+120.1%) Est. Cost $156.44 Unrealized -2.8%
LOW LOWES COS INC 0.2%
Value ($000) $16,040 (+2102.5%) Shares 77,382 (+2172.6%) Est. Cost $239.95 Unrealized -0.1%
PAYX PAYCHEX INC 0.2%
Value ($000) $13,919 (+14283.8%) Shares 145,517 (+16122.6%) Est. Cost $116.64 Unrealized -0.1%
XYL XYLEM INC 0.6%
Value ($000) $41,441 (+40.8%) Shares 357,395 (+52.5%) Est. Cost $128.19 Unrealized +12.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $11,423 (+9796.3%) Shares 48,954 (+8768.5%) Est. Cost $249.90 Unrealized +0.3%
MLM MARTIN MARIETTA MATLS INC 0.6%
Value ($000) $39,643 (+32.5%) Shares 74,709 (+34.0%) Est. Cost $479.23 Unrealized +29.7%
ADSK AUTODESK INC 0.2%
Value ($000) $13,385 (+225.7%) Shares 52,649 (+246.4%) Est. Cost $302.68 Unrealized -0.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $9,112 (+8499.6%) Shares 197,639 (+7727.3%) Est. Cost $51.32 Unrealized -0.0%
T AT&T INC 0.3%
Value ($000) $23,098 (+62.8%) Shares 1,087,055 (+84.2%) Est. Cost $25.69 Unrealized -1.6%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $9,834 (+581.9%) Shares 52,567 (+585.1%) Est. Cost $205.98 Unrealized +3.2%
BAC BANK AMERICA CORP 0.7%
Value ($000) $50,793 (+19.8%) Shares 1,080,863 (+11.9%) Est. Cost $33.39 Unrealized +57.7%
INTC INTEL CORP 0.1%
Value ($000) $8,807 (+1968.9%) Shares 275,677 (+1749.1%) Est. Cost $37.51 Unrealized +0.7%
DT DYNATRACE INC 0.1%
Value ($000) $9,553 (+650.6%) Shares 258,865 (+738.7%) Est. Cost $47.38 Unrealized -1.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $38,245 (+27.3%) Shares 77,958 (+5.4%) Est. Cost $259.38 Unrealized +114.2%
CI THE CIGNA GROUP 0.1%
Value ($000) $7,814 (+8046.7%) Shares 33,070 (+8357.8%) Est. Cost $279.75 Unrealized -0.2%
MCK MCKESSON CORP 0.1%
Value ($000) $8,394 (+1097.6%) Shares 11,934 (+1019.5%) Est. Cost $792.16 Unrealized +3.0%
TMUS T-MOBILE US INC 0.4%
Value ($000) $28,041 (+35.5%) Shares 161,887 (+59.3%) Est. Cost $227.61 Unrealized -7.2%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $7,428 (+8141.8%) Shares 131,266 (+8073.5%) Est. Cost $65.68 Unrealized -0.1%
HD HOME DEPOT INC 1.0%
Value ($000) $70,411 (+11.4%) Shares 239,524 (+30.6%) Est. Cost $359.74 Unrealized +1.3%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $6,865 (+7386.2%) Shares 4,769 (+6523.6%) Est. Cost $1723.53 Unrealized -0.1%
ABBV ABBVIE INC 0.8%
Value ($000) $54,483 (+14.0%) Shares 278,991 (+15.0%) Est. Cost $194.97 Unrealized +16.7%
DIS DISNEY WALT CO 0.1%
Value ($000) $8,515 (+365.8%) Shares 87,896 (+368.6%) Est. Cost $108.59 Unrealized +0.9%
META META PLATFORMS INC 1.8%
Value ($000) $129,429 (+5.3%) Shares 229,314 (+16.6%) Est. Cost $414.71 Unrealized +60.9%
SAIL SAILPOINT INC 0.2%
Value ($000) $15,600 (+64.6%) Shares 905,653 (+79.6%) Est. Cost $20.90 Unrealized -0.3%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $5,934 (+6453.8%) Shares 31,156 (+7265.5%) Est. Cost $225.59 Unrealized -0.1%
TEAM ATLASSIAN CORPORATION 0.5%
Value ($000) $35,179 (+18.3%) Shares 254,551 (+16.3%) Est. Cost $177.62 Unrealized -11.7%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $4,571 (+4637.2%) Shares 9,310 (+5792.4%) Est. Cost $620.56 Unrealized -0.0%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $36,895 (+12.1%) Shares 507,022 (+2.0%) Est. Cost $73.12 Unrealized +12.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $4,636 (+279.2%) Shares 223,585 (+282.3%) Est. Cost $22.63 Unrealized +3.6%
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $30,907 (+10.7%) Shares 277,022 (+23.1%) Est. Cost $107.46 Unrealized +28.1%
V VISA INC 0.5%
Value ($000) $38,349 (+7.5%) Shares 127,227 (+3.6%) Est. Cost $230.91 Unrealized +47.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $13,596 (+19.5%) Shares 92,215 (+14.7%) Est. Cost $134.49 Unrealized +27.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $49,639 (-3.9%) Shares 404,877 (+2.5%) Est. Cost $148.53 Unrealized -0.9%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $13,356 (+15.9%) Shares 29,635 (+6.5%) Est. Cost $386.95 Unrealized +27.7%
ECL ECOLAB INC 0.0%
Value ($000) $3,285 (+118.8%) Shares 14,177 (+120.1%) Est. Cost $235.39 Unrealized +12.9%
AMGN AMGEN INC 0.0%
Value ($000) $2,852 (+155.2%) Shares 9,913 (+113.0%) Est. Cost $293.71 Unrealized +7.6%
NDAQ NASDAQ INC 0.2%
Value ($000) $12,199 (+14.4%) Shares 146,430 (+3.4%) Est. Cost $75.27 Unrealized +19.2%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $20,329 (-6.9%) Shares 135,180 (+1.3%) Est. Cost $180.20 Unrealized +0.1%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $3,708 (+65.5%) Shares 16,671 (+39.6%) Est. Cost $183.80 Unrealized +37.2%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $2,442 (+104.3%) Shares 79,655 (+75.1%) Est. Cost $36.11 Unrealized -6.3%
ADBE ADOBE INC 0.0%
Value ($000) $2,349 (+109.7%) Shares 7,573 (+102.9%) Est. Cost $417.69 Unrealized -18.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1,282 (+1049.8%) Shares 5,757 (+771.0%) Est. Cost $221.61 Unrealized -0.9%
GEV GE VERNOVA LLC 0.0%
Value ($000) $2,743 (+73.7%) Shares 4,704 (+55.9%) Est. Cost $399.68 Unrealized +52.4%
CCK CROWN HLDGS INC 0.0%
Value ($000) $2,297 (+86.8%) Shares 26,200 (+75.1%) Est. Cost $89.90 Unrealized +8.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $1,546 (+199.6%) Shares 6,115 (+68.7%) Est. Cost $162.69 Unrealized +41.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $1,056 (+2957.9%) Shares 9,787 (+2403.1%) Est. Cost $106.51 Unrealized -0.0%
USB US BANCORP DEL 0.0%
Value ($000) $1,132 (+851.5%) Shares 21,862 (+655.7%) Est. Cost $47.62 Unrealized +2.3%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $43,117 (+2.4%) Shares 88,181 (+1.4%) Est. Cost $378.51 Unrealized +47.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $1,036 (+767.4%) Shares 5,477 (+582.9%) Est. Cost $182.03 Unrealized +1.9%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $1,036 (+762.9%) Shares 5,708 (+713.1%) Est. Cost $188.68 Unrealized +2.2%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $1,248 (+266.7%) Shares 10,124 (+237.5%) Est. Cost $135.16 Unrealized -1.9%
WELL WELLTOWER INC 0.0%
Value ($000) $2,118 (+70.6%) Shares 13,140 (+60.5%) Est. Cost $116.19 Unrealized +60.5%
INTU INTUIT 0.0%
Value ($000) $971 (+859.9%) Shares 1,511 (+768.4%) Est. Cost $655.46 Unrealized +0.8%
MDB MONGODB INC 0.0%
Value ($000) $1,709 (+90.3%) Shares 4,677 (+37.6%) Est. Cost $289.74 Unrealized +25.6%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $2,247 (+55.2%) Shares 11,918 (+29.9%) Est. Cost $155.15 Unrealized +27.0%
NEM NEWMONT CORP 0.0%
Value ($000) $2,114 (+60.5%) Shares 24,871 (+35.4%) Est. Cost $51.95 Unrealized +73.6%
MCO MOODYS CORP 0.0%
Value ($000) $867 (+710.0%) Shares 1,762 (+567.4%) Est. Cost $479.03 Unrealized +1.7%
CME CME GROUP INC 0.0%
Value ($000) $838 (+641.9%) Shares 3,182 (+548.1%) Est. Cost $261.63 Unrealized +3.5%
COR CENCORA INC 0.0%
Value ($000) $755 (+551.4%) Shares 2,336 (+435.8%) Est. Cost $330.76 Unrealized +3.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,253 (+93.7%) Shares 22,610 (+88.4%) Est. Cost $58.87 Unrealized +2.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $1,276 (+88.9%) Shares 49,944 (+54.8%) Est. Cost $30.76 Unrealized -14.5%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $807 (+268.1%) Shares 3,745 (+246.4%) Est. Cost $231.40 Unrealized -1.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $781 (+283.5%) Shares 806 (+221.1%) Est. Cost $969.79 Unrealized -0.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $691 (+471.1%) Shares 2,118 (+581.0%) Est. Cost $400.72 Unrealized +0.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $814 (+204.4%) Shares 1,253 (+154.7%) Est. Cost $631.09 Unrealized +7.9%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $5,856 (-8.3%) Shares 129,232 (+2.8%) Est. Cost $61.91 Unrealized -10.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $624 (+486.6%) Shares 2,533 (+494.6%) Est. Cost $266.79 Unrealized -0.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1,890 (+35.9%) Shares 5,584 (+19.4%) Est. Cost $289.38 Unrealized +29.7%
TW TRADEWEB MKTS INC 0.0%
Value ($000) $548 (+1018.2%) Shares 5,174 (+896.9%) Est. Cost $109.82 Unrealized -2.2%
ACM AECOM 0.0%
Value ($000) $2,228 (+28.0%) Shares 27,444 (+75.1%) Est. Cost $102.56 Unrealized +14.3%
ABNB AIRBNB INC 0.0%
Value ($000) $666 (+231.0%) Shares 5,160 (+165.2%) Est. Cost $129.95 Unrealized -4.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $645 (+208.6%) Shares 3,673 (+201.3%) Est. Cost $191.87 Unrealized -2.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $517 (+398.1%) Shares 2,714 (+249.3%) Est. Cost $177.95 Unrealized +5.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value ($000) $528 (+346.6%) Shares 2,184 (+305.9%) Est. Cost $246.20 Unrealized +1.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $525 (+303.4%) Shares 1,923 (+250.9%) Est. Cost $276.42 Unrealized +1.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $628 (+160.1%) Shares 13,103 (+162.6%) Est. Cost $54.80 Unrealized -2.0%
TWLO TWILIO INC 0.0%
Value ($000) $473 (+432.3%) Shares 3,328 (+218.8%) Est. Cost $120.33 Unrealized +2.9%
TGT TARGET CORP 0.0%
Value ($000) $458 (+357.1%) Shares 5,041 (+283.6%) Est. Cost $96.45 Unrealized -5.0%
GLW CORNING INC 0.0%
Value ($000) $526 (+201.7%) Shares 6,396 (+155.9%) Est. Cost $69.11 Unrealized +24.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $459 (+305.9%) Shares 6,010 (+239.7%) Est. Cost $77.48 Unrealized +0.6%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $442 (+342.3%) Shares 3,632 (+219.4%) Est. Cost $103.97 Unrealized +7.2%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $438 (+347.3%) Shares 15,648 (+327.4%) Est. Cost $30.39 Unrealized -6.1%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $444 (+266.0%) Shares 3,500 (+215.3%) Est. Cost $136.42 Unrealized +5.4%
SNPS SYNOPSYS INC 0.0%
Value ($000) $472 (+195.1%) Shares 1,069 (+180.6%) Est. Cost $483.48 Unrealized -8.1%
IT GARTNER INC 0.0%
Value ($000) $382 (+425.9%) Shares 1,634 (+402.8%) Est. Cost $273.76 Unrealized -12.1%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $406 (+218.1%) Shares 1,388 (+225.1%) Est. Cost $311.17 Unrealized +4.9%
VRSN VERISIGN INC 0.0%
Value ($000) $349 (+224.6%) Shares 1,549 (+242.7%) Est. Cost $246.67 Unrealized +1.7%
WDAY WORKDAY INC 0.0%
Value ($000) $333 (+196.5%) Shares 1,680 (+206.6%) Est. Cost $233.83 Unrealized -2.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $6,056 (-3.3%) Shares 152,967 (+4.8%) Est. Cost $68.03 Unrealized -30.2%
BBY BEST BUY INC 0.0%
Value ($000) $457 (+83.1%) Shares 6,822 (+76.1%) Est. Cost $72.36 Unrealized +4.3%
PWR QUANTA SVCS INC 0.0%
Value ($000) $1,329 (+18.4%) Shares 3,622 (+13.8%) Est. Cost $306.94 Unrealized +43.1%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $338 (+155.3%) Shares 2,052 (+157.8%) Est. Cost $179.37 Unrealized +4.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,413 (+15.1%) Shares 12,370 (+12.5%) Est. Cost $89.57 Unrealized +47.8%
NET CLOUDFLARE INC 0.0%
Value ($000) $1,698 (+12.2%) Shares 9,987 (+20.5%) Est. Cost $125.41 Unrealized +68.7%
EQIX EQUINIX INC 0.0%
Value ($000) $3,263 (+5.5%) Shares 4,859 (+4.7%) Est. Cost $713.22 Unrealized +9.5%
CECO CECO ENVIRONMENTAL CORP 0.0%
Value ($000) $921 (+20.7%) Shares 18,082 (+3.2%) Est. Cost $29.23 Unrealized +83.0%
HUM HUMANA INC 0.0%
Value ($000) $259 (+118.2%) Shares 1,131 (+111.0%) Est. Cost $282.22 Unrealized -7.4%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $281 (+79.9%) Shares 776 (+92.6%) Est. Cost $353.65 Unrealized +25.1%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $248 (+100.4%) Shares 1,252 (+91.4%) Est. Cost $216.31 Unrealized +0.4%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $1,331 (+8.5%) Shares 7,070 (+10.6%) Est. Cost $167.81 Unrealized +45.5%
FDX FEDEX CORP 0.0%
Value ($000) $218 (+89.6%) Shares 888 (+54.7%) Est. Cost $247.53 Unrealized +5.7%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $193 (+109.9%) Shares 646 (+93.4%) Est. Cost $358.69 Unrealized -6.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $209 (+92.3%) Shares 4,545 (+60.7%) Est. Cost $48.51 Unrealized -2.0%
PCAR PACCAR INC 0.0%
Value ($000) $199 (+74.3%) Shares 2,135 (+56.4%) Est. Cost $96.03 Unrealized +5.4%
VLTO VERALTO CORP 0.0%
Value ($000) $314 (+33.3%) Shares 3,144 (+21.2%) Est. Cost $104.51 Unrealized -3.4%
STT STATE STR CORP 0.0%
Value ($000) $200 (+63.7%) Shares 1,820 (+47.1%) Est. Cost $101.47 Unrealized +17.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $179 (+73.0%) Shares 428 (+73.3%) Est. Cost $459.69 Unrealized +3.1%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $176 (+72.3%) Shares 3,251 (+73.6%) Est. Cost $60.26 Unrealized +1.8%
VEEV VEEVA SYS INC 0.0%
Value ($000) $188 (+63.1%) Shares 949 (+108.6%) Est. Cost $246.27 Unrealized +7.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $246 (+41.5%) Shares 478 (+27.8%) Est. Cost $518.57 Unrealized +6.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $177 (+68.3%) Shares 1,184 (+68.7%) Est. Cost $179.98 Unrealized -4.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $176 (+58.8%) Shares 2,084 (+60.7%) Est. Cost $101.04 Unrealized -2.2%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $182 (+54.7%) Shares 852 (+51.1%) Est. Cost $208.33 Unrealized +19.4%
CCI CROWN CASTLE INC 0.0%
Value ($000) $1,543 (+4.3%) Shares 20,043 (+11.2%) Est. Cost $92.17 Unrealized -1.2%
CTAS CINTAS CORP 0.0%
Value ($000) $164 (+61.3%) Shares 1,026 (+76.0%) Est. Cost $194.53 Unrealized -3.3%
IR INGERSOLL RAND INC 0.0%
Value ($000) $173 (+56.2%) Shares 2,565 (+62.9%) Est. Cost $79.15 Unrealized -0.3%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $166 (+48.3%) Shares 8,048 (+59.2%) Est. Cost $26.72 Unrealized -7.8%
AFL AFLAC INC 0.0%
Value ($000) $177 (+43.7%) Shares 1,883 (+45.5%) Est. Cost $100.80 Unrealized +9.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $1,057 (+4.5%) Shares 9,862 (+17.7%) Est. Cost $129.02 Unrealized +9.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $168 (+34.0%) Shares 1,229 (+43.9%) Est. Cost $163.53 Unrealized -1.6%
EFX EQUIFAX INC 0.0%
Value ($000) $151 (+37.2%) Shares 817 (+62.1%) Est. Cost $238.41 Unrealized -8.3%
NTAP NETAPP INC 0.0%
Value ($000) $162 (+31.7%) Shares 1,776 (+45.6%) Est. Cost $100.26 Unrealized +13.3%
RMD RESMED INC 0.0%
Value ($000) $156 (+32.0%) Shares 763 (+49.9%) Est. Cost $235.97 Unrealized +8.2%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $176 (+26.2%) Shares 228 (+28.1%) Est. Cost $841.55 Unrealized +14.2%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $842 (+4.4%) Shares 15,956 (+10.2%) Est. Cost $54.48 Unrealized +4.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $158 (+24.3%) Shares 1,507 (+40.1%) Est. Cost $122.96 Unrealized +4.7%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $588 (+4.8%) Shares 3,729 (+6.2%) Est. Cost $109.27 Unrealized +64.7%
PTC PTC INC 0.0%
Value ($000) $153 (+16.7%) Shares 1,030 (+35.9%) Est. Cost $175.69 Unrealized +5.8%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $1,404 (+1.5%) Shares 8,016 (+15.9%) Est. Cost $185.75 Unrealized +13.0%
DDOG DATADOG INC 0.0%
Value ($000) $1,069 (+0.8%) Shares 9,236 (+5.5%) Est. Cost $136.61 Unrealized +15.7%

Exited Positions (23)

AXON ENTERPRISE INC 0.1%
Value ($000) $7,499 Shares 2,800,000 Est. Cost $4.06 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $3,447 Shares 12,312 Est. Cost $367.77 Unrealized -12.3%
VISHAY INTERTECHNOLOGY INC 0.0%
Value ($000) $1,936 Shares 2,500,000 Est. Cost $0.87 Unrealized
ENPHASE ENERGY INC 0.0%
Value ($000) $1,918 Shares 2,600,000 Est. Cost $2.49 Unrealized
BENTLEY SYS INC 0.0%
Value ($000) $1,847 Shares 2,200,000 Est. Cost $3.04 Unrealized
RAPID7 INC 0.0%
Value ($000) $1,757 Shares 2,300,000 Est. Cost $0.92 Unrealized
SHAKE SHACK INC 0.0%
Value ($000) $973 Shares 1,200,000 Est. Cost $2.50 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $324 Shares 20,822 Est. Cost $19.12 Unrealized -7.8%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $235 Shares 2,642 Est. Cost $72.14 Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $132 Shares 2,918 Est. Cost $49.19 Unrealized +8.9%
NWSA NEWS CORP NEW 0.0%
Value ($000) $124 Shares 4,751 Est. Cost $29.56 Unrealized -11.3%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $124 Shares 9,934 Est. Cost $13.40 Unrealized +18.5%
HPQ HP INC 0.0%
Value ($000) $124 Shares 5,346 Est. Cost $27.04 Unrealized -6.6%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $122 Shares 562 Est. Cost $254.98 Unrealized +6.4%
KELLANOVA 0.0%
Value ($000) $115 Shares 1,648 Est. Cost $79.71 Unrealized +3.7%
NTNX NUTANIX INC 0.0%
Value ($000) $107 Shares 1,696 Est. Cost $72.17 Unrealized -15.3%
WAB WABTEC 0.0%
Value ($000) $107 Shares 625 Est. Cost $191.69 Unrealized +7.1%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $106 Shares 1,319 Est. Cost $86.31 Unrealized +24.1%
PPG PPG INDS INC 0.0%
Value ($000) $103 Shares 1,154 Est. Cost $110.29 Unrealized -9.2%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value ($000) $103 Shares 757 Est. Cost $163.86 Unrealized -5.4%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $102 Shares 1,521 Est. Cost $79.11 Unrealized +0.7%
TOST TOAST INC 0.0%
Value ($000) $92 Shares 2,956 Est. Cost $43.41 Unrealized -17.0%
DXCM DEXCOM INC 0.0%
Value ($000) $89 Shares 1,549 Est. Cost $98.70 Unrealized -34.5%

Decreased Positions (66)

COF CAPITAL ONE FINL CORP 1.0%
Value ($000) $70,773 (-43.6%) Shares 342,960 (-50.6%) Est. Cost $206.36 Unrealized +7.7%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $17,286 (-74.5%) Shares 3,762 (-74.5%) Est. Cost $4231.85 Unrealized +21.4%
EXC EXELON CORP 0.0%
Value ($000) $754 (-98.1%) Shares 17,975 (-98.3%) Est. Cost $37.33 Unrealized +21.8%
UNP UNION PAC CORP 0.0%
Value ($000) $3,050 (-92.1%) Shares 15,200 (-92.1%) Est. Cost $209.37 Unrealized +8.6%
SCHW SCHWAB CHARLES CORP 0.3%
Value ($000) $21,345 (-62.4%) Shares 250,908 (-64.1%) Est. Cost $94.25 Unrealized +0.5%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $8,575 (-79.3%) Shares 30,175 (-78.6%) Est. Cost $378.97 Unrealized -11.0%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $408 (-98.7%) Shares 3,976 (-98.9%) Est. Cost $158.08 Unrealized -40.7%
ORCL ORACLE CORP 0.5%
Value ($000) $32,917 (-48.9%) Shares 197,295 (-26.6%) Est. Cost $106.33 Unrealized +123.9%
LLY ELI LILLY & CO 1.6%
Value ($000) $112,983 (+27.5%) Shares 123,119 (-9.8%) Est. Cost $544.95 Unrealized +75.3%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $89,673 (-21.3%) Shares 325,296 (-23.3%) Est. Cost $151.12 Unrealized +104.8%
PEP PEPSICO INC 0.0%
Value ($000) $1,711 (-93.2%) Shares 13,802 (-93.5%) Est. Cost $140.71 Unrealized +3.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $6,721 (-77.0%) Shares 213,324 (-75.7%) Est. Cost $55.98 Unrealized -35.4%
NVDA NVIDIA CORPORATION 6.9%
Value ($000) $483,498 (-4.1%) Shares 3,030,433 (-4.6%) Est. Cost $115.22 Unrealized +61.5%
RSG REPUBLIC SVCS INC 0.3%
Value ($000) $19,930 (-50.9%) Shares 110,223 (-47.0%) Est. Cost $143.40 Unrealized +49.6%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $33,573 (-34.4%) Shares 172,730 (-29.1%) Est. Cost $206.00 Unrealized +3.1%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $18,589 (-48.0%) Shares 256,337 (-48.7%) Est. Cost $67.15 Unrealized +30.3%
VRT VERTIV HOLDINGS CO 0.3%
Value ($000) $21,176 (-35.2%) Shares 153,508 (-39.7%) Est. Cost $106.33 Unrealized +63.3%
MRK MERCK & CO INC 0.9%
Value ($000) $63,302 (+20.8%) Shares 705,885 (-3.8%) Est. Cost $97.04 Unrealized -3.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,318 (-89.1%) Shares 33,079 (-89.8%) Est. Cost $36.95 Unrealized +9.6%
ZTS ZOETIS INC 0.4%
Value ($000) $28,754 (-26.3%) Shares 268,273 (-14.3%) Est. Cost $160.80 Unrealized -19.0%
WMT WALMART INC 0.6%
Value ($000) $40,496 (-17.5%) Shares 423,594 (-24.3%) Est. Cost $71.55 Unrealized +49.8%
KO COCA COLA CO 0.6%
Value ($000) $43,814 (-15.0%) Shares 732,785 (-19.8%) Est. Cost $63.31 Unrealized +9.6%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $42,244 (-13.3%) Shares 133,521 (-22.6%) Est. Cost $252.30 Unrealized +41.5%
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $44,381 (-10.6%) Shares 282,132 (-1.5%) Est. Cost $171.32 Unrealized +17.8%
DLR DIGITAL RLTY TR INC 0.5%
Value ($000) $35,434 (-11.2%) Shares 268,381 (-1.1%) Est. Cost $168.64 Unrealized -3.3%
J JACOBS SOLUTIONS INC 0.0%
Value ($000) $412 (-90.7%) Shares 3,112 (-91.1%) Est. Cost $135.58 Unrealized +8.0%
LEVI LEVI STRAUSS & CO NEW 0.4%
Value ($000) $25,234 (-13.2%) Shares 1,428,929 (-2.5%) Est. Cost $16.83 Unrealized +27.0%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $15,513 (-19.2%) Shares 155,566 (-24.8%) Est. Cost $96.16 Unrealized +14.9%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $48,009 (+7.7%) Shares 97,249 (-10.0%) Est. Cost $506.54 Unrealized +11.6%
PLD PROLOGIS INC. 0.5%
Value ($000) $37,478 (+9.3%) Shares 344,793 (-2.0%) Est. Cost $119.99 Unrealized +3.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $2,450 (-54.0%) Shares 8,886 (-59.9%) Est. Cost $193.73 Unrealized +54.2%
KDP KEURIG DR PEPPER INC 0.4%
Value ($000) $31,090 (+7.8%) Shares 1,303,612 (-1.9%) Est. Cost $32.54 Unrealized -16.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $19,450 (-9.0%) Shares 338,973 (-16.9%) Est. Cost $68.90 Unrealized -6.5%
LCI INDS 0.0%
Value ($000) $1,178 (-61.9%) Shares 1,400,000 (-62.2%) Est. Cost $2.85 Unrealized
OC OWENS CORNING NEW 0.0%
Value ($000) $2,410 (-39.7%) Shares 25,297 (-23.8%) Est. Cost $146.73 Unrealized -20.0%
CRM SALESFORCE INC 0.7%
Value ($000) $51,306 (-2.6%) Shares 226,542 (-13.3%) Est. Cost $221.78 Unrealized +11.9%
LIBERTY MEDIA CORP DEL 0.1%
Value ($000) $3,814 (-23.5%) Shares 3,500,000 (-20.5%) Est. Cost $2.94 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $3,448 (-20.8%) Shares 58,509 (-18.6%) Est. Cost $57.69 Unrealized +20.6%
RL RALPH LAUREN CORP 0.1%
Value ($000) $9,102 (+11.0%) Shares 30,232 (-1.6%) Est. Cost $120.04 Unrealized +183.2%
BMI BADGER METER INC 0.2%
Value ($000) $15,996 (-3.7%) Shares 107,716 (-1.5%) Est. Cost $221.49 Unrealized -18.8%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $3,680 (-14.2%) Shares 25,507 (-29.4%) Est. Cost $126.71 Unrealized +25.0%
AMERICAN WTR CAP CORP 0.1%
Value ($000) $5,270 (-10.0%) Shares 6,200,000 (-8.8%) Est. Cost $0.94 Unrealized
ON SEMICONDUCTOR CORP 0.1%
Value ($000) $4,130 (-8.4%) Shares 5,100,000 (-10.5%) Est. Cost $0.90 Unrealized
MMM 3M CO 0.0%
Value ($000) $1,974 (-15.1%) Shares 14,481 (-17.7%) Est. Cost $117.07 Unrealized +39.4%
TRGP TARGA RES CORP 0.6%
Value ($000) $45,108 (+0.7%) Shares 287,137 (-8.6%) Est. Cost $114.46 Unrealized +46.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $804 (+59.6%) Shares 29,981 (-1.1%) Est. Cost $10.63 Unrealized +119.8%
PCG PG&E CORP 0.0%
Value ($000) $187 (-58.4%) Shares 13,670 (-61.0%) Est. Cost $14.52 Unrealized +9.7%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1,212 (-15.3%) Shares 60,070 (-11.4%) Est. Cost $25.49 Unrealized -9.8%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $605 (-21.1%) Shares 1,522 (-28.0%) Est. Cost $260.32 Unrealized +78.1%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $185 (-43.1%) Shares 4,431 (-3.1%) Est. Cost $95.91 Unrealized -39.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $761 (-12.8%) Shares 2,712 (-8.4%) Est. Cost $318.64 Unrealized +4.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $959 (-8.7%) Shares 3,103 (-7.1%) Est. Cost $349.06 Unrealized +4.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $849 (-7.1%) Shares 1,135 (-19.9%) Est. Cost $649.57 Unrealized +25.9%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $498 (-10.4%) Shares 4,487 (-3.1%) Est. Cost $138.27 Unrealized -2.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $4,395 (-1.3%) Shares 37,417 (-3.7%) Est. Cost $235.89 Unrealized -42.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $446 (-9.0%) Shares 2,892 (-3.1%) Est. Cost $169.52 Unrealized +6.0%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $95 (-31.6%) Shares 10,176 (-3.1%) Est. Cost $0.08 Unrealized
REXR REXFORD INDL RLTY INC 0.0%
Value ($000) $402 (-8.7%) Shares 12,189 (-3.1%) Est. Cost $46.02 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $364 (-8.1%) Shares 15,383 (-3.1%) Est. Cost $28.17 Unrealized -1.9%
GDDY GODADDY INC 0.0%
Value ($000) $53 (-36.7%) Shares 430 (-40.6%) Est. Cost $176.74 Unrealized -26.8%
SUI SUN CMNTYS INC 0.0%
Value ($000) $402 (-6.9%) Shares 3,809 (-3.1%) Est. Cost $0.01 Unrealized
CPRT COPART INC 0.0%
Value ($000) $82 (-19.4%) Shares 2,083 (-21.2%) Est. Cost $52.52 Unrealized -21.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $422 (-3.2%) Shares 8,172 (-3.1%) Est. Cost $0.01 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $319 (-3.5%) Shares 3,711 (-3.1%) Est. Cost $92.03 Unrealized +5.8%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value ($000) $337 (+1.8%) Shares 8,928 (-3.1%) Est. Cost $0.04 Unrealized
CTRE CARETRUST REIT INC 0.0%
Value ($000) $412 (+1.1%) Shares 13,370 (-3.1%) Est. Cost $0.05 Unrealized

Unchanged Positions (43)

AVGO BROADCOM INC 2.2%
Value ($000) $156,830 Shares 529,443 Est. Cost $180.99 Unrealized +97.3%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $46,300 Shares 1,413,905 Est. Cost $47.15 Unrealized -23.5%
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $37,074 Shares 49,474 Est. Cost $365.11 Unrealized +122.8%
LUMENTUM HLDGS INC 0.1%
Value ($000) $5,686 Shares 1,800,000 Est. Cost $2.69 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $16,007 Shares 243,551 Est. Cost $48.69 Unrealized +51.6%
BKR BAKER HUGHES COMPANY 0.3%
Value ($000) $21,582 Shares 554,473 Est. Cost $43.83 Unrealized +8.0%
PSX PHILLIPS 66 0.3%
Value ($000) $20,699 Shares 187,608 Est. Cost $101.27 Unrealized +32.3%
ORMAT TECHNOLOGIES INC 0.1%
Value ($000) $9,282 Shares 8,000,000 Est. Cost $2.09 Unrealized
MET METLIFE INC 0.4%
Value ($000) $27,572 Shares 408,707 Est. Cost $72.44 Unrealized +9.0%
KKR KKR & CO INC 0.7%
Value ($000) $46,657 Shares 429,843 Est. Cost $141.65 Unrealized -12.3%
ADVANCED ENERGY INDS 0.1%
Value ($000) $5,474 Shares 3,900,000 Est. Cost $0.95 Unrealized
AEROVIRONMENT INC 0.1%
Value ($000) $5,943 Shares 6,400,000 Est. Cost $1.06 Unrealized
PARSONS CORP DEL 0.1%
Value ($000) $7,096 Shares 8,000,000 Est. Cost $0.93 Unrealized
UBER TECHNOLOGIES INC 0.1%
Value ($000) $4,430 Shares 4,000,000 Est. Cost $1.22 Unrealized
HALOZYME THERAPEUTICS INC 0.1%
Value ($000) $7,717 Shares 6,800,000 Est. Cost $2.15 Unrealized
COINBASE GLOBAL INC 0.0%
Value ($000) $1,927 Shares 2,200,000 Est. Cost $0.92 Unrealized
AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $7,449 Shares 8,800,000 Est. Cost $0.93 Unrealized
NEXTERA ENERGY CAP HLDGS INC 0.1%
Value ($000) $5,014 Shares 4,700,000 Est. Cost $1.05 Unrealized
LIVE NATION ENTERTAINMENT IN 0.0%
Value ($000) $2,380 Shares 1,900,000 Est. Cost $2.11 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $984 Shares 22,762 Est. Cost $40.04 Unrealized +8.2%
EXPEDIA GROUP INC 0.0%
Value ($000) $1,815 Shares 1,900,000 Est. Cost $2.65 Unrealized
DROPBOX INC 0.1%
Value ($000) $7,062 Shares 8,200,000 Est. Cost $2.40 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $929 Shares 6,691 Est. Cost $151.98 Unrealized -1.5%
ARRAY TECHNOLOGIES INC 0.1%
Value ($000) $4,094 Shares 5,300,000 Est. Cost $2.23 Unrealized
AMBA AMBARELLA INC 0.0%
Value ($000) $722 Shares 11,974 Est. Cost $59.81 Unrealized +35.1%
S SENTINELONE INC 0.0%
Value ($000) $555 Shares 43,487 Est. Cost $23.45 Unrealized -30.2%
TETRA TECH INC NEW 0.1%
Value ($000) $6,525 Shares 7,000,000 Est. Cost $1.09 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $1,170 Shares 74,679 Est. Cost $10.00 Unrealized +91.7%
ABT ABBOTT LABS 0.0%
Value ($000) $1,420 Shares 12,975 Est. Cost $110.24 Unrealized +15.5%
GLOBAL PMTS INC 0.1%
Value ($000) $5,389 Shares 7,000,000 Est. Cost $0.87 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $1,005 Shares 2,519 Est. Cost $342.09 Unrealized +48.9%
DEXCOM INC 0.1%
Value ($000) $4,399 Shares 5,600,000 Est. Cost $0.86 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $94 Shares 1,085 Est. Cost $51.45 Unrealized +56.1%
XPO XPO INC 0.0%
Value ($000) $711 Shares 6,148 Est. Cost $126.98 Unrealized +7.3%
ALARM COM HLDGS INC 0.0%
Value ($000) $2,686 Shares 3,300,000 Est. Cost $0.83 Unrealized
SYNA SYNAPTICS INC 0.0%
Value ($000) $378 Shares 6,000 Est. Cost $102.19 Unrealized -31.3%
AIRBNB INC 0.0%
Value ($000) $2,278 Shares 2,700,000 Est. Cost $2.77 Unrealized
AGCO AGCO CORP 0.0%
Value ($000) $1,009 Shares 11,356 Est. Cost $98.48 Unrealized +7.6%
MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $1,057 Shares 1,300,000 Est. Cost $0.90 Unrealized
LEGN LEGEND BIOTECH CORP 0.0%
Value ($000) $23 Shares 1,228 Est. Cost $29.56 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $27 Shares 302 Est. Cost $131.14 Unrealized -26.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $19 Shares 408 Est. Cost $61.82 Unrealized -7.7%
MRNA MODERNA INC 0.0%
Value ($000) $7 Shares 298 Est. Cost $162.29 Unrealized -83.3%