13F

Investor

Asset Management One Co., Ltd.

CIK 0001068855 · filed 2026-05-08 · SEC filing

13F book

$33.9B

Positions

911

37 new · 65 sold

Largest name

6.2%

Ishares Tr

Est. mark

−$1.66B

Price effect on 874 names still held. Flow −$391.5M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr3.23M$2.11B6.2%−$121.6MCut−$128.2M
Nvidia CorpNVDA11.1M$1.93B5.7%−$152.6MCut−$154.7M
Apple Inc.AAPL6.58M$1.67B4.9%−$130.9MCut−$150.6M
Microsoft CorpMSFT3.36M$1.24B3.7%−$392.2MCut−$415.6M
Amazon Com IncAMZN4.59M$956.8M2.8%−$108.2MAdded−$100.1M
Alphabet Inc2.77M$795.8M2.3%−$71.9MCut−$77.1M
Broadcom Inc.AVGO2.17M$670.6M2.0%−$86MCut−$94.7M
Alphabet Inc2.26M$648.9M1.9%−$62.2MCut−$74.8M
Meta Platforms, Inc.META1.07M$613.3M1.8%−$91.7MAdded−$84.5M
Vanguard Intl Equity Index F6.32M$520.8M1.5%−$7.81MAdded−$5.84M
Ishares Inc7.18M$501.1M1.5%$17.8MAdded$27.8M
Tesla, Inc.TSLA1.29M$479.8M1.4%−$113.1MCut−$127.1M
Jpmorgan Chase & Co.1.33M$391.8M1.2%−$39.3MCut−$66.2M
Eli Lilly & CoLLY372.2K$342.3M1.0%−$58.5MAdded−$55.2M
Exxon Mobil Corp1.95M$331M1.0%$94.3MAdded$99.7M
Johnson & JohnsonJNJ1.25M$305.3M0.9%$46.1MCut$45.6M
Berkshire Hathaway Inc Del592.4K$283.9M0.8%−$13MCut−$14.7M
Visa Inc.V910.2K$275.1M0.8%−$47.6MCut−$55.7M
Walmart Inc.WMT2.2M$272.8M0.8%$25.3MAdded$31.7M
Welltower Inc.WELL1.3M$257M0.8%$10.5MAdded$11.3M
Prologis Inc.1.8M$237.9M0.7%$6.66MCut$4.24M
Caterpillar IncCAT319.5K$226.4M0.7%$37.6MAdded$59M
Costco Whsl Corp New226.2K$225.4M0.7%$29.1MCut$27.9M
Goldman Sachs Group Inc246.3K$208.3M0.6%−$11.1MCut−$18.3M
Mastercard IncMA404.1K$201.9M0.6%−$31.6MCut−$39.3M
Chevron Corp NewCVX950K$196.6M0.6%$52MAdded$56.1M
AbbVie Inc.ABBV880K$191.4M0.6%−$11.6MCut−$18.3M
Netflix IncNFLX1.96M$188.8M0.6%$3.95MCut−$2.42M
Equinix IncEQIX187.2K$183.5M0.5%$40.3MCut$37.9M
Home Depot, Inc.HD546.3K$179.7M0.5%−$9.85MAdded−$5.19M
Merck & Co., Inc.MRK1.44M$173.4M0.5%$18.5MAdded$29.5M
Micron Technology IncMU506.9K$171.3M0.5%$22.1MCut$20.3M
Coca Cola CoKO2.18M$166.1M0.5%$12.9MCut$12.4M
Procter And Gamble CoPG1.15M$166M0.5%−$127.7KCut−$1.02M
Cisco Sys Inc2.08M$161.4M0.5%−$259.2KCut−$13.5M
Bank America Corp3.3M$160.8M0.5%−$21.6MCut−$34.6M
Philip Morris Intl Inc904.8K$149.6M0.4%$3.22MCut$1.72M
Advanced Micro Devices IncAMD734.4K$149.4M0.4%−$8.91MCut−$9.3M
Lam Research CorpLRCX668.7K$142.9M0.4%$25.1MAdded$28M
Ishares Tr2.77M$141.8M0.4%−$1.28MAdded$19.1M
Palantir Technologies Inc.PLTR966.9K$141.4M0.4%−$36.5MCut−$36.7M
Ge Aerospace486.1K$137.9M0.4%−$13.5MAdded−$13.2M
World Gold Tr1.49M$137.8M0.4%$10.2MCut−$87.2M
Unitedhealth Group IncUNH494.6K$133.8M0.4%−$28.9MCut−$29M
Mcdonalds CorpMCD420.7K$130.7M0.4%$965.5KCut−$35.6K
International Business Machs539K$130.6M0.4%−$34.1MCut−$36M
Amgen IncAMGN342.7K$120.6M0.4%$7.63MCut$6.29M
GE Vernova Inc.GEV137.1K$119.7M0.4%$28.2MAdded$31.1M
Applied Matls Inc339.8K$116.2M0.3%$26.8MCut$26.1M
RTX CorpRTX596.6K$115.1M0.3%$4.71MAdded$12.7M
Digital Rlty Tr Inc638.3K$115M0.3%$15.7MCut$14.4M
Simon Ppty Group Inc New600.6K$112M0.3%−$651.3KCut−$2.39M
Oracle Corp758.2K$111.5M0.3%−$36.6MCut−$37.9M
American Express CoAXP368.4K$111.4M0.3%−$26.6MCut−$34.9M
Verizon Communications IncVZ2.21M$111.1M0.3%$20.2MAdded$27.1M
Ishares Tr1.15M$109.6M0.3%−$506.6KAdded$12.9M
Realty Income CorpO1.77M$108.3M0.3%$7.74MCut$6.48M
Kla CorpKLAC73.5K$108.2M0.3%$15.9MCut$13.4M
Citigroup Inc948.1K$107.5M0.3%−$4.27MCut−$16.3M
Ishares Inc1.93M$105.6M0.3%$1.65MAdded$2.31M
Pepsico IncPEP678.8K$105.4M0.3%$7.08MAdded$13.1M
Wells Fargo Co New1.32M$104.9M0.3%−$19.6MCut−$22.7M
Morgan Stanley634.3K$104.4M0.3%−$9.51MCut−$11.7M
Linde PlcLIN210.3K$104.2M0.3%$14.4MAdded$15.5M
State Srt Spdr Prtfl Hgh4.43M$103.2M0.3%−$1.3MAdded$17.6M
Gilead Sciences, Inc.GILD735.6K$102.5M0.3%$10.8MCut$4.15M
Salesforce, Inc.CRM546.1K$101.9M0.3%−$43.4MCut−$46M
At&T Inc3.48M$101M0.3%$14.7MCut$12M
Tjx Cos Inc New631.9K$100.9M0.3%$2.23MAdded$5.04M
Thermo Fisher Scientific Inc.TMO203.7K$100.1M0.3%−$19MCut−$19.6M
Nextera Energy Inc1.08M$99.9M0.3%$13.6MCut$13.3M
Intuitive Surgical IncISRG196.2K$90.5M0.3%−$22.4MCut−$22.6M
Intel CorpINTC2.02M$88.9M0.3%$14.8MAdded$16.1M
Honeywell Intl Inc381.8K$86.3M0.3%$10.5MAdded$14.5M
Abbott LabsABT840K$86.2M0.3%−$18.4MCut−$19.5M
Boeing Co432.5K$86.1M0.3%−$7.79MAdded−$6.85M
Vaneck Etf Trust3.34M$84M0.2%−$1.7MAdded$14.3M
Disney Walt Co864.3K$83.3M0.2%−$15.4MCut−$22.9M
Ishares Inc1.52M$80.8M0.2%$3.99MAdded$5.32M
Texas Instrs Inc414.5K$80.5M0.2%$7.37MAdded$10.4M
Public Storage Oper Co295.4K$80M0.2%$3.41MCut$1.82M
ConocophillipsCOP565.3K$74.6M0.2%$21.3MAdded$24.5M
Ventas, Inc.VTR904.5K$74M0.2%$1.94MCut$319K
Arista Networks, Inc.ANET597.4K$73.4M0.2%−$6.45MCut−$8.93M
Amphenol Corp New580.1K$73.3M0.2%−$5.78MAdded−$1.92M
Pfizer IncPFE2.59M$72.7M0.2%$7.98MCut$4.25M
Sherwin Williams CoSHW224.4K$71.9M0.2%−$1.05MAdded−$984.3K
Analog Devices IncADI220.6K$70.2M0.2%$9.29MAdded$10.1M
Schwab Charles Corp729.7K$68.6M0.2%−$5.33MCut−$6.09M
Newmont Corp631.8K$68.4M0.2%$4.54MAdded$14.7M
Deere & CoDE121.1K$68.2M0.2%$10.4MAdded$15.8M
Palo Alto Networks IncPANW421.6K$67.6M0.2%−$9.25MAdded$2.33M
Ishares Gold TrIAUM1.43M$66.7M0.2%$4.17MAdded$15.3M
Uber Technologies, IncUBER919.8K$66.2M0.2%−$8.81MCut−$12.7M
Booking Holdings Inc.BKNG15.3K$64.4M0.2%−$18.8MCut−$27.4M
Vertex Pharmaceuticals Inc141.9K$63.4M0.2%−$1.87MCut−$5.62M
S&P Global Inc.SPGI149K$63.4M0.2%−$15.6MCut−$27.3M
Qualcomm Inc480.3K$61.9M0.2%−$21.4MCut−$22.1M
Eaton Corp PlcETN168.6K$60.3M0.2%$6.12MCut$5.98M
BlackRock, Inc.BLK62.7K$60.3M0.2%−$7.9MAdded−$7.74M
Union Pac Corp247.6K$60.1M0.2%$2.01MCut$1.57M
Chubb Limited179K$58.3M0.2%$2.06MCut−$2.71M
Travelers Companies, Inc.TRV195.1K$56.9M0.2%−$45.9KCut−$771.6K
Altria Group, Inc.MO857.8K$56.6M0.2%$6.92MAdded$8.99M
Danaher Corporation298.2K$56.5M0.2%−$12.2MCut−$13.7M
Bristol-Myers Squibb Co930.8K$56.5M0.2%$6.09MCut$4.41M
Iron Mtn Inc Del547.5K$55.9M0.2%$10.7MCut$9.98M
Vici Pptys Inc2.03M$55.3M0.2%−$1.98MCut−$3.3M
Lowes Cos Inc232.9K$55M0.2%−$1.75MCut−$1.86M
Accenture Plc Ireland273.8K$54.3M0.2%−$20MCut−$20.8M
Cme Group Inc.CME183.7K$54.3M0.2%$3.12MCut$1.9M
Royal Caribbean Group196.7K$54.1M0.2%−$1.37MAdded−$1.18M
Intuit Inc.INTU122.4K$52.9M0.2%−$29.4MCut−$42.9M
Crowdstrike Hldgs Inc134.2K$52.4M0.2%−$11.3MAdded−$10.4M
Lockheed Martin CorpLMT86K$52M0.2%$9.94MCut$9.4M
T-Mobile Us Inc247.1K$51.9M0.2%$1.7MCut$376.1K
Starbucks CorpSBUX577.3K$51.7M0.2%$2.22MAdded$4.8M
Extra Space Storage Inc.EXR388.3K$50.9M0.1%$152KCut−$973.8K
Medtronic PlcMDT586.2K$50.8M0.1%−$5.57MCut−$5.71M
ServiceNow, Inc.NOW485.7K$50.8M0.1%−$24.2MCut−$36.1M
Corning Inc372.2K$50.6M0.1%$17.5MCut$16M
Progressive Corp252.6K$50.1M0.1%−$7.64MCut−$8.49M
Southern Co518.3K$50M0.1%$4.65MAdded$4.69M
Capital One Finl Corp273.7K$49.9M0.1%−$17.3MAdded−$17.2M
Taiwan Semiconductor Mfg Ltd146K$49.3M0.1%$5.41MCut$5.02M
Boston Scientific CorpBSX778.4K$48.8M0.1%−$25.7MCut−$35.3M
Stryker CorpSYK148K$48.6M0.1%−$3.54MCut−$4.03M
Mckesson CorpMCK56.1K$48.6M0.1%$1.97MCut$832.7K
Duke Energy Corp New370.5K$48.5M0.1%$4.97MCut$4.35M
Parker-Hannifin CorpPH52.8K$47.3M0.1%$258.7KCut−$628.1K
Quanta Svcs Inc85.6K$47M0.1%$10.1MCut$9.06M
Howmet Aerospace Inc.HWM200.8K$46.3M0.1%$4.1MAdded$5.5M
Adobe Inc.ADBE189.4K$46M0.1%−$20.5MAdded−$19.8M
3M COMMM315.4K$45.8M0.1%−$5.19MCut−$5.5M
Northrop Grumman Corp67.1K$45.8M0.1%$6.49MAdded$9.89M
Cloudflare, Inc.NET221.7K$45.8M0.1%$1.25MAdded$1.58M
Vertiv Holdings CoVRT179.9K$45.1M0.1%$12.1MAdded$21.6M
Trane Technologies PlcTT107.3K$44.7M0.1%$2.17MAdded$6.98M
Avalonbay Cmntys Inc273.6K$44.7M0.1%−$5.62MCut−$7.74M
Comcast Corp New1.55M$44.5M0.1%−$1.8MCut−$4.33M
Comfort Sys Usa Inc32.1K$44.3M0.1%$13.9MCut$10.3M
Cencora, Inc.COR140.6K$44.2M0.1%−$3.58MCut−$5.3M
Waste Mgmt Inc Del188.9K$43.4M0.1%$1.42MCut$1.28M
Mercadolibre IncMELI23.6K$40.8M0.1%−$6.75MCut−$24.7M
Motorola Solutions, Inc.MSI93.9K$40.8M0.1%$5.06MAdded$7.02M
General Mtrs Co543.4K$40.5M0.1%−$4.05MAdded−$145.1K
Vanguard Index Fds67.5K$40.3M0.1%−$2.37MCut−$3.98M
Western Digital CorpWDC148.3K$40.1M0.1%$13.5MCut$12.7M
Cvs Health CorpCVS556.1K$39.9M0.1%−$4.54MAdded−$4.43M
Equity ResidentialEQR670.9K$39.7M0.1%−$2.77MCut−$4.67M
Applovin CorpAPP99.5K$39.6M0.1%−$29.6MAdded−$29.2M
Mondelez Intl Inc683.6K$39.4M0.1%$1.79MAdded$1.82M
Regeneron Pharmaceuticals, Inc.REGN50.8K$39.3M0.1%−$394KCut−$3.03M
Transdigm Group IncTDG33.5K$38.9M0.1%−$5.33MCut−$7.82M
Intercontinental Exchange In245.9K$38.7M0.1%−$1.64MCut−$1.94M
Marsh & Mclennan Cos Inc222.6K$38.6M0.1%−$3.15MCut−$3.49M
Pnc Finl Svcs Group Inc185.2K$38.5M0.1%−$643.8KAdded$2.84M
Bank New York Mellon Corp322.9K$38.3M0.1%$382.7KCut$135.8K
Freeport-Mcmoran IncFCX651.5K$38.3M0.1%$4.76MAdded$4.76M
Automatic Data Processing In187.2K$38M0.1%−$10.6MCut−$10.7M
Williams Cos Inc517.9K$37.7M0.1%$6.72MAdded$6.73M
Johnson Ctls Intl Plc278.6K$36.5M0.1%$2.58MCut$713.8K
Seagate Technology Hldngs Pl93.1K$36.5M0.1%$10.1MAdded$10.9M
Constellation Energy CorpCEG129.1K$36.1M0.1%−$10.2MCut−$11.1M
Emerson Elec Co274.2K$35.9M0.1%−$1.07MCut−$2.05M
Blackstone Inc.BX310.6K$35.7M0.1%−$12.5MCut−$17.5M
Us Bancorp Del685.9K$35.7M0.1%−$1.7MCut−$5.33M
Marvell Technology, Inc.MRVL354.7K$35.1M0.1%$4.72MCut$4.04M
United Parcel Service IncUPS354.9K$34.9M0.1%−$459KCut−$765.4K
American Elec Pwr Co Inc265.7K$34.8M0.1%$4.07MCut$4.06M
Fedex CorpFDX97.7K$34.8M0.1%$5.97MAdded$7.23M
American Tower Corp New201.4K$34.8M0.1%−$653.7KCut−$971.1K
Oreilly Automotive Inc370.1K$34.2M0.1%$199.6KCut−$296.9K
Ecolab Inc.ECL128.4K$34.1M0.1%$63.1KAdded$4.03M
HCA Healthcare, Inc.HCA71.5K$33.8M0.1%−$46.6KCut−$622.9K
Kinder Morgan Inc Del1.01M$33.8M0.1%$5.92MAdded$7.46M
Fortinet, Inc.FTNT413.6K$33.8M0.1%$373.6KAdded$845.9K
Colgate Palmolive CoCL396.3K$33.8M0.1%$2.15MAdded$2.84M
Slb Limited/NvSLB656.9K$33.8M0.1%$8.43MAdded$10M
Cadence Design System Inc120.9K$33.6M0.1%−$4.81MCut−$5.29M
Marriott Intl Inc New102.3K$33.4M0.1%$1.3MCut$1.06M
Spotify Technology S.A.SPOT67.5K$32.7M0.1%−$6.5MCut−$10.2M
Csx CorpCSX793.5K$32.6M0.1%$3.44MCut$3.29M
NIKE, Inc.NKE613.8K$32.4M0.1%−$5.17MCut−$6.26M
Cigna GroupCI121K$32.3M0.1%−$1.08MAdded$79K
Eog Res Inc223K$32.2M0.1%$8.9MCut$8.57M
Synopsys IncSNPS80.9K$32.1M0.1%−$6.66MCut−$12.3M
General Dynamics CorpGD93.4K$32.1M0.1%$255.8KAdded$276.4K
Teledyne Technologies IncTDY52.9K$32M0.1%$3.4MAdded$12.3M
Crh Plc303K$31.8M0.1%−$6.22MAdded−$3.83M
Moodys Corp72.6K$31.7M0.1%−$6MCut−$6.11M
L3harris Technologies Inc91.3K$31.5M0.1%$3.79MAdded$8.71M
Valero Energy Corp126.4K$31.2M0.1%$10.3MCut$8.5M
Cummins IncCMI57.5K$30.9M0.1%$1.35MCut$1.23M
Phillips 66PSX167.6K$30.5M0.1%$8.98MCut$7.27M
Aon plcAON94.2K$30.4M0.1%−$3.19MCut−$3.3M
Monster Beverage Corp New418.2K$30.3M0.1%−$2.16MCut−$2.73M
Idexx Labs Inc53.9K$30.3M0.1%−$6.79MCut−$7.32M
Illinois Tool Wks Inc116.3K$30.3M0.1%$951.7KCut$558.6K
Marathon Pete Corp123.3K$30.1M0.1%$9.94MCut$9.37M
Ross Stores, Inc.ROST137.7K$29.8M0.1%$4.94MCut$4.27M
Te Connectivity PlcTEL142K$29.7M0.1%−$3.23MCut−$3.91M
Hilton Worldwide Hldgs Inc96.8K$29.4M0.1%$1.14MCut$424.1K
Wabtec117.6K$29.4M0.1%$3.86MCut$1.5M
Sempra301.7K$29.3M0.1%$2.5MCut$2.48M
Exelon CorpEXC583.5K$28.6M0.1%$3.14MAdded$3.2M
Wp Carey Inc419K$28.5M0.1%$1.33MCut−$285.6K
Essex Ppty Tr Inc117.4K$28.4M0.1%−$2.46MCut−$2.67M
Corteva, Inc.CTVA338.1K$28.3M0.1%$5.43MCut$3.44M
Sun Cmntys Inc221.3K$27.9M0.1%$253.2KCut−$1.52M
Elevance Health Inc Formerly95.2K$27.9M0.1%−$5.3MCut−$5.74M
Gallagher Arthur J & Co127.5K$27.6M0.1%−$5.93MCut−$5.93M
Mid-Amer Apt Cmntys Inc225.7K$27.6M0.1%−$3.85MCut−$5.82M
Kimco Rlty Corp1.23M$27.5M0.1%$2.55MCut$2.15M
Air Prods & Chems Inc93.2K$27.1M0.1%$3.94MAdded$4.15M
Norfolk Southn Corp94K$27M0.1%−$464.4KAdded−$194.6K
Warner Bros. Discovery, Inc.WBD981K$26.9M0.1%−$1.31MCut−$2.22M
Invitation Homes Inc.INVH1.08M$26.9M0.1%−$3.13MCut−$4.54M
Kkr & Co Inc289.3K$26.8M0.1%−$10.1MAdded−$8.67M
Cintas CorpCTAS156.4K$26.5M0.1%−$3.42MCut−$3.61M
Atmos Energy CorpATO142K$26.2M0.1%$2.29MCut$1.99M
Kroger CoKR361.8K$26.2M0.1%$3.49MCut$2.37M
Mettler Toledo International Inc/MTD20.5K$25.8M0.1%−$3.24MCut−$3.65M
Baker Hughes Company415.8K$25.4M0.1%$6.41MAdded$6.83M
Regency Ctrs Corp334.9K$25.3M0.1%$1.97MCut−$91.6K
Paccar IncPCAR217.7K$25.1M0.1%$892.3KCut$667.4K
Oneok Inc /New/OKE276.1K$25M0.1%$4.62MCut$4.46M
Zoetis Inc.ZTS209.9K$24.8M0.1%−$1.5MAdded$520.4K
Fastenal CoFAST532.4K$24.7M0.1%$2.73MCut$2.45M
Electronic Arts Inc.EA120.8K$24.6M0.1%−$48.4KCut−$855.3K
Xcel Energy Inc309.8K$24.6M0.1%$1.64MAdded$1.77M
Autodesk, Inc.ADSK102.7K$24.6M0.1%−$5.99MAdded−$4.6M
Truist Finl Corp534.2K$24.6M0.1%−$2.16MCut−$2.5M
DoorDash, Inc.DASH162.5K$24.4M0.1%−$13.1MCut−$13.3M
Gaming & Leisure Pptys Inc547.5K$24.3M0.1%−$175.2KCut−$1.51M
Aflac IncAFL219.5K$24.1M0.1%−$56.1KCut−$998.8K
Cardinal Health IncCAH113.9K$24.1M0.1%$450.7KCut−$112K
Allstate Corp115.2K$23.9M0.1%−$151KCut−$859.2K
Public Svc Enterprise Grp In292.6K$23.7M0.1%$77.1KAdded$173.2K
United Rentals, Inc.URI32.3K$23.6M0.1%−$2.9MCut−$10.2M
CARRIER GLOBAL CorpCARR416.7K$23.5M0.1%$1.13MCut−$2.45M
Cheniere Energy, Inc.LNG82.6K$23.4M0.1%$7.53MCut$7.5M
Keysight Technologies, Inc.KEYS82.7K$23.3M0.1%$6.03MAdded$6.84M
Autozone IncAZO6.9K$23.3M0.1%−$259.7KCut−$789.1K
Yum Brands IncYUM149.4K$23.2M0.1%$444.4KAdded$2.25M
Airbnb, Inc.ABNB183.3K$23.2M0.1%−$1.89MCut−$2.19M
Monolithic Pwr Sys Inc21.2K$23.1M0.1%$3.46MCut$3.17M
Target CorpTGT190.6K$23.1M0.1%$4.4MCut$4.24M
Ciena CorpCIEN59.4K$23.1M0.1%$8.19MAdded$9.97M
Targa Res Corp90.7K$22.7M0.1%$5.86MAdded$6.6M
Republic Svcs Inc103.6K$22.7M0.1%$470.4KCut$152.1K
Dominion Energy, IncD358.9K$22.2M0.1%$912.4KAdded$1.25M
Osi Systems IncOSIS83.3K$22.1M0.1%$53.1KAdded$1.85M
Healthpeak Properties, Inc.DOC1.34M$22.1M0.1%$497.1KCut−$370.5K
Robinhood Mkts Inc317.8K$22M0.1%−$14.9MAdded−$14.3M
Ebay IncEBAY240.9K$21.9M0.1%$791.8KCut−$2.89M
Ametek Inc/AME102.2K$21.9M0.1%$583.6KAdded$686.5K
Consolidated Edison IncED191.8K$21.7M0.1%$2.62MCut$1.73M
Ishares Tr198.5K$21.6M0.1%−$357.4KCut−$2.88M
Becton Dickinson & CoBDX137K$21.5M0.1%−$5.18MAdded−$5.14M
Edwards Lifesciences CorpEW267.5K$21.4M0.1%−$1.83MCut−$1.99M
Entergy Corp New189.1K$21.2M0.1%$3.64MCut$2.97M
Verisk Analytics, Inc.VRSK111.7K$21.2M0.1%−$3.72MAdded−$2.71M
Dell Technologies Inc.DELL129K$21.2M0.1%$4.74MCut$4.14M
Ralph Lauren CorpRL61.4K$21.1M0.1%−$835.1KCut−$1.48M
NXP Semiconductors N.V.NXPI106.9K$21M0.1%−$2.5MAdded−$2.41M
Vistra Corp.VST139.6K$21M0.1%−$1.61MCut−$1.66M
Ww Grainger Inc19.2K$21M0.1%$1.24MAdded$1.42M
STERIS plcSTE94.4K$20.9M0.1%−$3.31MCut−$4.34M
Rockwell Automation, IncROK57.8K$20.7M0.1%−$2.17MCut−$2.26M
Apollo Global Mgmt Inc185.9K$20.7M0.1%−$6.66MCut−$7.22M
Lumentum Hldgs Inc29.4K$20.6M0.1%New
Snowflake Inc.SNOW136.1K$20.5M0.1%−$9.71MAdded−$9.52M
Omega Healthcare Invs Inc466.3K$20.4M0.1%−$363.7KCut−$2.32M
Occidental Pete Corp309K$20.1M0.1%$7.39MAdded$7.93M
UDR, Inc.UDR593.9K$20.1M0.1%−$1.71MCut−$3.1M
Teradyne, IncTER67.1K$19.9M0.1%$6.56MAdded$6.84M
Ford Mtr Co1.71M$19.7M0.1%−$2.82MAdded−$1.86M
Host Hotels & Resorts, Inc.HST1.03M$19.6M0.1%$789.6KCut−$579.9K
Wec Energy Group, Inc.WEC167.4K$19.4M0.1%$1.68MCut$1.48M
Equity Lifestyle Pptys IncELS306.8K$19.1M0.1%$460.5KCut−$5.63M
Alnylam Pharmaceuticals, Inc.ALNY57.7K$19.1M0.1%−$3.92MCut−$6.9M
Centerpoint Energy IncCNP437.9K$18.9M0.1%$2.08MCut$1.75M
Xylem Inc.XYL156.9K$18.7M0.1%−$2.96MCut−$4.89M
West Pharmaceutical Svsc Inc74.8K$18.7M0.1%−$1.87MCut−$15.7M
Heico Corp New68.2K$18.7M0.1%−$3.75MCut−$4.1M
Metlife Inc260.2K$18.4M0.1%−$2.41MCut−$2.73M
Paypal Hldgs Inc405.1K$18.3M0.1%−$5.77MCut−$7.06M
Ameriprise Finl Inc41.2K$18.3M0.1%−$2.19MCut−$2.27M
Chipotle Mexican Grill IncCMG568.8K$18.2M0.1%−$2.92MCut−$3.31M
Ameren CorpAEE165.1K$18.1M0.1%$1.6MCut$1.36M
Vanguard Intl Equity Index F334.7K$18.1M0.1%$147.3KCut−$289.6K
Keurig Dr Pepper Inc.KDP676K$17.8M0.1%−$1.24MCut−$1.5M
Hershey CoHSY85.5K$17.8M0.1%$2.32MCut$2.04M
Clean Harbors IncCLH62K$17.8M0.1%$2.88MCut$1.98M
MSCI Inc.MSCI32.8K$17.7M0.1%−$1.51MAdded−$1.28M
Ferguson Enterprises Inc75.6K$17.6M0.1%$470.3KAdded$623.8K
Fair Isaac CorpFICO16.4K$17.5M0.1%−$11.6MCut−$11.7M
Equifax IncEFX97.4K$17.5M0.1%−$4.09MCut−$5.4M
American Intl Group Inc233K$17.5M0.1%−$2.61MCut−$2.83M
Jabil IncJBL66.1K$17.5M0.1%$1.99MCut$1.08M
Hartford Insurance Group Inc129.5K$17.5M0.1%−$461.9KCut−$2.45M
Kimberly Clark CorpKMB181.4K$17.5M0.1%−$819.8KAdded−$665.7K
Cboe Global Mkts Inc62.2K$17.5M0.1%$1.56MCut$1.53M
Carvana Co.CVNA55.5K$17.4M0.1%−$6.59MAdded−$6.55M
Fifth Third Bancorp371.3K$17.2M0.1%−$361.7KAdded$4.36M
Firstenergy CorpFE339.9K$17.2M0.1%$1.96MCut$1.13M
Lamar Advertising Co/NewLAMR135.8K$17.2M0.1%$74.7KCut−$1.19M
Vanguard Malvern Fds342.1K$17.1M0.1%$161.9KAdded$746.8K
Roper Technologies IncROP48.3K$17.1M0.1%−$4.68MCut−$5.16M
Ingersoll Rand Inc.IR212.5K$17M0.1%−$158.5KAdded$117K
Waste Connections, Inc.WCN104.7K$17M0.1%−$1.65MAdded−$1.36M
Nasdaq, Inc.NDAQ200K$17M0.1%−$2.79MCut−$3.52M
Cbre Group, Inc.CBRE125.3K$17M0.1%−$3.57MAdded−$3.49M
State Str Corp133.5K$16.9M0.1%−$681.3KCut−$1.18M
Garmin LtdGRMN72.3K$16.8M0.0%$1.91MCut$1.79M
Vanguard Bd Index Fds227.1K$16.7M0.0%−$145.3KAdded$365.8K
Eastgroup Pptys Inc89K$16.5M0.0%$376.7KCut−$1.33M
Eqt CorpEQT258.2K$16.4M0.0%$2.35MAdded$2.37M
Camden Ppty Tr167.7K$16.4M0.0%−$2.07MCut−$3.49M
Tapestry, Inc.TPR115.9K$16.4M0.0%$1.11MAdded$2.92M
Sterling Infrastructure, Inc.STRL40.3K$16.4M0.0%$3.84MCut$3.77M
Dte Energy Co109.7K$16M0.0%$1.82MCut$1.04M
Interactive Brokers Group In239.2K$16M0.0%$327KAdded$3.74M
Dexcom IncDXCM253K$15.9M0.0%−$1.18MCut−$1.51M
Okta, Inc.OKTA201.6K$15.9M0.0%−$1.64MAdded$471.1K
Coinbase Global, Inc.COIN90.8K$15.8M0.0%−$5.03MAdded−$4.06M
Pg&E Corp902K$15.8M0.0%$1.42MCut$917.4K
Ppl Corp412.7K$15.8M0.0%$1.23MCut$612.6K
Coherent Corp.COHR66.1K$15.7M0.0%New
Datadog, Inc.DDOG133.4K$15.7M0.0%−$2.65MCut−$2.76M
Church & Dwight Co Inc168.5K$15.7M0.0%$1.35MCut$895.4K
Old Dominion Freight Line In80.5K$15.7M0.0%$2.87MAdded$2.98M
Roblox CorpRBLX277.4K$15.7M0.0%−$6.92MAdded−$6.91M
Prudential Finl Inc159.9K$15.6M0.0%−$2.5MCut−$2.96M
D R Horton Inc113.8K$15.6M0.0%−$991.1KCut−$1.34M
Nucor CorpNUE92.2K$15.6M0.0%$337KCut−$1.64M
Illumina, Inc.ILMN125.8K$15.5M0.0%−$1.4MAdded−$1.34M
Vulcan Matls Co56.8K$15.5M0.0%−$1.01MCut−$13.1M
Take-Two Interactive Softwar78.2K$15.4M0.0%−$4.52MAdded−$4.41M
Diamondback Energy, Inc.FANG78K$15.4M0.0%$3.84MCut$3.62M
Copart IncCPRT463.8K$15.4M0.0%−$2.92MCut−$3.54M
Cognizant Technology Solutio249.3K$15.3M0.0%−$5.81MAdded−$5.6M
Crown Castle Inc.CCI186.4K$15.2M0.0%−$1.35MAdded−$1.08M
American Wtr Wks Co Inc New111.2K$15.1M0.0%$572.2KCut−$589.7K
Arch Cap Group Ltd157.1K$15.1M0.0%−$61.5KCut−$2.95M
Ftai Aviation Ltd61.2K$15M0.0%$1.35MAdded$11.8M
EMCOR Group, Inc.EME20.3K$15M0.0%$2.2MAdded$3.11M
Agree Rlty Corp194.8K$14.7M0.0%$549.3KCut−$562.5K
Sysco CorpSYY205.6K$14.7M0.0%−$640.9KCut−$756.9K
Rollins IncROL274.4K$14.7M0.0%−$2.01MAdded−$1.97M
Martin Marietta Matls Inc24.9K$14.7M0.0%−$1.21MCut−$4.95M
Mastec IncMTZ45.6K$14.6M0.0%$4.48MCut$1.42M
Edison Intl199.8K$14.6M0.0%$2.53MAdded$2.99M
American Homes 4 Rent521.8K$14.6M0.0%−$2.17MCut−$7.6M
Archer-Daniels-Midland CoADM199.7K$14.5M0.0%$2.88MAdded$2.92M
Microchip Technology Inc.224K$14.5M0.0%−$5.47KCut−$171.6K
Resmed Inc64.2K$14.4M0.0%−$1.18MCut−$1.41M
Halliburton CoHAL367.4K$14.3M0.0%$3.75MAdded$4.59M
Axon Enterprise, Inc.AXON33.4K$14.2M0.0%−$5.2MAdded−$5.18M
Zscaler, Inc.ZS100.8K$14.1M0.0%−$7.46MAdded−$5.26M
United Therapeutics Corp Del23.7K$14.1M0.0%$2.1MAdded$2.37M
Nisource Inc.NI301.1K$14.1M0.0%$1.42MCut$237.1K
Agilent Technologies, Inc.A122.4K$14M0.0%−$2.93MCut−$3.59M
Cms Energy Corp178.8K$13.9M0.0%$1.32MAdded$1.48M
Kenvue Inc.KVUE800.5K$13.8M0.0%$39.3KCut−$72.5K
Block Inc228.9K$13.8M0.0%−$1.3MAdded−$1.17M
Paychex IncPAYX148.3K$13.7M0.0%−$3.19MAdded−$2.97M
Check Point Software Tech Lt95.4K$13.6M0.0%−$4.06MAdded−$3.12M
Huntington Bancshares Inc867.1K$13.6M0.0%−$1.27MAdded$1.98M
Ge Healthcare Technologies I190.5K$13.6M0.0%−$2.28MCut−$2.53M
Hewlett Packard Enterprise C568.5K$13.5M0.0%−$292.5KCut−$434K
Insmed IncINSM82.4K$13.5M0.0%−$1.03MAdded−$789K
CareTrust REIT, Inc.CTRE366.9K$13.4M0.0%−$154.1KCut−$1.86M
M & T Bk Corp64.9K$13.4M0.0%$136.2KCut−$432.4K
Trimble Inc.TRMB204.1K$13.3M0.0%−$3.01MCut−$3.82M
Dollar Gen Corp New112.1K$13.3M0.0%−$1.84MAdded−$219.7K
Sea LtdSE158.9K$13.2M0.0%−$7.63MCut−$14M
Ishares Tr119.8K$13.1M0.0%−$55.9KAdded$1.72M
Rocket Lab CorpRKLB204.1K$13.1M0.0%−$1.04MAdded$691.9K
Fiserv IncFISV234.6K$13.1M0.0%−$2.69MCut−$2.82M
Strategy Inc104.8K$13.1M0.0%−$3.11MAdded−$2.75M
Royalty Pharma PLCRPRX270.5K$13M0.0%$1.7MAdded$5.52M
Nnn Reit, Inc.NNN308.7K$13M0.0%$768.7KCut−$643.3K
Teva Pharmaceutical Inds Ltd430.6K$13M0.0%−$617.8KCut−$1.09M
American Healthcare REIT, Inc.AHR274.8K$13M0.0%−$313.3KCut−$1.11M
Brixmor Ppty Group Inc449.8K$13M0.0%$1.1MCut$1.05M
Federal Rlty Invt Tr New121.6K$12.9M0.0%$503.3KCut$190.9K
First Indl Rlty Tr Inc220.7K$12.8M0.0%−$35.3KCut−$1.99M
General Mls IncGIS343.1K$12.8M0.0%−$3.33MCut−$3.46M
Waters Corp42.9K$12.8M0.0%−$2.21MAdded$3.03M
Otis Worldwide CorpOTIS165.4K$12.7M0.0%−$1.8MCut−$1.83M
Omnicom Group Inc.OMC169.2K$12.7M0.0%−$582.3KAdded$3.67M
CubesmartCUBE341.9K$12.5M0.0%$232.5KCut−$471.6K
Verisign Inc50.2K$12.5M0.0%$161.1KAdded$285.7K
Iqvia Hldgs Inc72.9K$12.4M0.0%−$4.12MCut−$4.14M
Devon Energy Corp New246.8K$12.4M0.0%$3.49MCut$3.34M
Dow Inc.DOW297K$12.4M0.0%$5.28MAdded$5.63M
Workday, Inc.WDAY94.8K$12.3M0.0%−$8.41MAdded−$8.36M
Willis Towers Watson PlcWTW42K$12.2M0.0%−$1.82MCut−$2.32M
Synchrony Financial178.4K$12.1M0.0%−$2.98MCut−$3.73M
PDD Holdings Inc.PDD118.7K$12.1M0.0%−$1.42MAdded−$1.4M
Gen Digital Inc637.5K$12M0.0%−$4.79MAdded−$3.09M
Dover CorpDOV57.5K$12M0.0%$547.5KCut$68.3K
Carnival Corp Ltd.CCL459.7K$11.9M0.0%−$2.13MAdded−$1.6M
Nrg Energy, Inc.NRG80.8K$11.8M0.0%−$1.2MCut−$1.41M
Texas Pacific Land Corporati24.9K$11.8M0.0%$4.37MAdded$4.66M
Biogen Inc.BIIB64.1K$11.8M0.0%$417.6KCut−$175.2K
Williams Sonoma IncWSM64.4K$11.7M0.0%−$250.9KAdded$1.75M
Stag Indl IncSTAG325.3K$11.7M0.0%−$348.1KCut−$1.68M
Nu Hldgs Ltd811.5K$11.7M0.0%−$1.19MAdded$3M
Constellation Brands, Inc.STZ77.7K$11.7M0.0%$743.5KAdded$2.7M
Bloom Energy CorpBE85.8K$11.6M0.0%$4.04MAdded$4.06M
Raymond James Finl Inc79.9K$11.6M0.0%−$1.54MCut−$2.53M
Expedia Group, Inc.EXPE50K$11.5M0.0%−$2.79MCut−$2.85M
Kraft Heinz CoKHC508.4K$11.4M0.0%−$894.7KCut−$2.94M
Essential Pptys Rlty Tr Inc371.3K$11.3M0.0%$200.5KCut−$258.6K
Coterra Energy Inc320K$11.2M0.0%$2.86MCut$2.63M
BXP, Inc.BXP216.2K$11.2M0.0%−$3.7MCut−$8.89M
Shopify Inc.SHOP94.5K$11.2M0.0%−$4.65MCut−$4.73M
Alliant Energy CorpLNT156.2K$11.2M0.0%$990.6KCut$865.3K
Hubbell IncHUBB22.7K$11.1M0.0%$895.9KCut$697.3K
EXPAND ENERGY CorpEXE100.5K$11M0.0%−$193.3KAdded$116.5K
Eversource EnergyES158.6K$11M0.0%$329.4KCut$155K
Veeva Sys Inc62.4K$11M0.0%−$3.08MCut−$4.29M
Citizens Finl Group Inc182.6K$10.9M0.0%$148.7KAdded$537.8K
Northern Tr Corp78K$10.9M0.0%−$6.71KCut−$497K
Hologic Inc143.1K$10.8M0.0%$154.6KCut−$211.7K
Vanguard Index Fds121.2K$10.7M0.0%−$40.2KAdded$212.6K
On Semiconductor CorpON173.5K$10.7M0.0%$1.37MAdded$1.4M
Bunge Global SaBG84.4K$10.7M0.0%$3.17MAdded$3.24M
Darden Restaurants IncDRI54.7K$10.7M0.0%$489.1KAdded$749.3K
NetApp, Inc.NTAP104.7K$10.7M0.0%−$651.1KAdded$506.7K
Expeditors Intl Wash Inc74.6K$10.7M0.0%−$581.7KCut−$765.2K
Curtiss Wright CorpCW15.7K$10.7M0.0%New
Steel Dynamics IncSTLD58.9K$10.6M0.0%$413.7KAdded$643.1K
Veralto CorpVLTO119.8K$10.6M0.0%−$1.56MCut−$1.94M
Rexford Indl Rlty Inc317.1K$10.4M0.0%−$1.98MCut−$2.42M
Fidelity Natl Information Sv220.3K$10.3M0.0%−$4.52MCut−$5.03M
Alexandria Real Estate Eq In222.2K$10.3M0.0%−$610.9KCut−$3.56M
Ulta Beauty, Inc.ULTA19.7K$10.3M0.0%−$1.62MCut−$1.63M
Amrize LtdAMRZ183.3K$10.3M0.0%$155.4KCut−$81.6K
Qnity Electronics, Inc.Q88.7K$10.2M0.0%$2.82MCut$2.68M
Ares Management Corporation93.5K$10.2M0.0%−$5.48MAdded−$5.27M
Ppg Inds Inc94.5K$10.1M0.0%$247.5KAdded$319.6K
Caseys Gen Stores Inc13.8K$10.1M0.0%New
Packaging Corp Amer47.2K$10M0.0%$138.2KAdded$1.71M
Tractor Supply Co221K$10M0.0%−$1.21MCut−$1.32M
Terreno Rlty Corp162.2K$9.96M0.0%$248.1KCut−$683.9K
Cincinnati Finl Corp62.9K$9.9M0.0%−$479.5KCut−$948.5K
Live Nation Entertainment In64.3K$9.8M0.0%$513.4KCut$346.3K
Natera, Inc.NTRA48.4K$9.68M0.0%−$1.51MCut−$1.72M
First Solar, Inc.FSLR49K$9.67M0.0%−$3.48MCut−$3.69M
C. H. Robinson Worldwide, Inc.CHRW58.2K$9.67M0.0%$106.6KAdded$1.66M
Fortive CorpFTV174.7K$9.66M0.0%−$148.6KCut−$367.4K
Fox Corp164.9K$9.63M0.0%−$2.5MCut−$2.91M
Humana IncHUM55.5K$9.63M0.0%−$4.64MAdded−$4.47M
Tyson Foods, Inc.TSN150K$9.61M0.0%$823.5KCut$722.8K
Amcor Plc Com New241.6K$9.6M0.0%New
Zoom Communications, Inc.ZM119.3K$9.59M0.0%−$671.2KAdded−$167.9K
Regions Financial Corp New366K$9.56M0.0%−$522.3KCut−$1.07M
Construction Partners, Inc.ROAD86.2K$9.55M0.0%−$60.2KCut−$1.44M
Pulte Group Inc81.1K$9.54M0.0%−$85.9KCut−$359.3K
Labcorp Holdings Inc.LH35.7K$9.52M0.0%$485.7KAdded$666.6K
Healthcare Rlty Tr549K$9.33M0.0%$27.4KCut−$1.1M
Quest Diagnostics IncDGX47.3K$9.27M0.0%$929KAdded$1.32M
Evergy, Inc.EVRG111.6K$9.15M0.0%$991.1KCut$741.5K
Markel Group Inc.MKL4.78K$9.14M0.0%−$1.32MCut−$1.75M
Liberty Media Corp Del105.9K$9.01M0.0%−$1.36MCut−$1.72M
Incyte CorpINCY95.5K$8.99M0.0%−$490.7KAdded−$446.3K
Lyondellbasell Industries N111.5K$8.99M0.0%$3.87MAdded$4.45M
Flex Ltd.FLEX137K$8.97M0.0%$401.1KCut−$1.4M
Lpl Finl Hldgs Inc29.6K$8.9M0.0%−$1.93MCut−$2.17M
Broadridge Finl Solutions In54.6K$8.86M0.0%−$3.54MCut−$3.61M
Dollar Tree, Inc.DLTR79.8K$8.74M0.0%−$1.15MCut−$1.49M
Global Pmts Inc129.2K$8.69M0.0%−$1.3MAdded$525.7K
Price T Rowe Group IncTROW96.3K$8.68M0.0%−$1.39MCut−$1.61M
Aercap Holdings Nv63.3K$8.68M0.0%−$428KCut−$784.5K
Smurfit Westrock PlcSW213.7K$8.52M0.0%$250.1KCut$34.6K
Phillips Edison & Co Inc227.4K$8.51M0.0%$322.9KCut−$1.29M
Centene Corp Del258.8K$8.47M0.0%−$2.09MCut−$2.15M
Cf Inds Hldgs Inc65K$8.45M0.0%$3.4MCut$3.25M
Sabra Health Care REIT, Inc.SBRA437.7K$8.42M0.0%$153.2KCut−$1.15M
Nordson CorpNDSN31.5K$8.38M0.0%$592.5KAdded$2.11M
Corpay, Inc.CPAY28.8K$8.37M0.0%−$504.2KAdded−$361.9K
AecomACM98.4K$8.34M0.0%−$1.22MCut−$6.34M
MongoDB, Inc.MDB34K$8.31M0.0%−$5.6MAdded−$4.97M
Tradeweb Mkts Inc70.3K$8.27M0.0%$570.6KAdded$1.69M
F5, Inc.FFIV28.5K$8.23M0.0%$851.9KCut$841.5K
DuPont de Nemours, Inc.DD178.6K$8.18M0.0%$878.6KCut$295.3K
Hp IncHPQ425.8K$8.18M0.0%−$1.5MCut−$1.78M
Loews CorpL76.6K$8.18M0.0%$39.6KCut−$73.3K
Nebius Group N.V.NBIS78.8K$8.17M0.0%$1.4MCut$1.13M
Snap-on IncSNA22.3K$8.09M0.0%$276.7KCut$206.5K
Hunt J B Trans Svcs Inc38K$8.05M0.0%$504.3KAdded$1.14M
Ryman Hospitality Pptys Inc87.2K$8.05M0.0%−$410KCut−$464K
Charter Communications Inc N37.3K$8.05M0.0%$255.1KCut−$83.7K
International Flavors&Fragra110.9K$8.05M0.0%$532KCut−$534.2K
Principal Financial Group In88.2K$7.95M0.0%$96KCut−$363.9K
Hormel Foods Corp350.4K$7.94M0.0%−$531.6KCut−$772.6K
Cooper Cos Inc110.8K$7.93M0.0%−$1.17MAdded−$1.04M
Clorox Co Del76.4K$7.92M0.0%$330.1KCut$177.2K
Brown & Brown, Inc.BRO121.3K$7.91M0.0%−$1.9MCut−$2.18M
Autoliv IncALV74.9K$7.88M0.0%−$1.12MAdded−$1.05M
Keycorp388.6K$7.79M0.0%−$339KAdded$6.15K
Lennar Corp89.7K$7.79M0.0%−$1.53MCut−$1.55M
Sba Communications Corp NewSBAC45.2K$7.79M0.0%−$975.9KCut−$1.14M
Zimmer Biomet Holdings, Inc.ZBH85.8K$7.76M0.0%−$8.05KAdded$300.4K
Burlington Stores, Inc.BURL23.6K$7.69M0.0%$897.6KAdded$966.2K
Pure Storage IncP129.5K$7.64M0.0%−$1.2MAdded−$1.15M
Mccormick & Co Inc150.8K$7.61M0.0%−$2.82MCut−$3.15M
Lauder Estee Cos Inc106K$7.6M0.0%−$3.66MAdded−$3.58M
Weyerhaeuser Co Mtn BeWY310.8K$7.59M0.0%$191.1KAdded$285.7K
SoFi Technologies, Inc.SOFI477.7K$7.59M0.0%−$4.93MAdded−$4.51M
Berkley W R Corp114.3K$7.58M0.0%−$514.8KCut−$2.12M
Leidos Holdings, Inc.LDOS48.7K$7.58M0.0%−$1.46MCut−$1.61M
Huron Consulting Group Inc.HURN59.2K$7.55M0.0%−$2.98MAdded−$2.74M
Costar Group, Inc.CSGP185.5K$7.48M0.0%−$5MAdded−$4.91M
National Health Invs Inc92.4K$7.47M0.0%$335.3KCut−$1.17M
Nvr IncNVR1.13K$7.44M0.0%−$863.6KCut−$1.34M
Echostar CorpECHO62.9K$7.37M0.0%$520.8KAdded$727.9K
AST SpaceMobile, Inc.ASTS88.7K$7.35M0.0%$42.6KAdded$7.09M
Twilio IncTWLO58.3K$7.34M0.0%−$916.2KCut−$1.06M
Kite Rlty Group TrKRG298.3K$7.32M0.0%$158.1KCut$57.1K
NPK International Inc.NPKI505.5K$7.32M0.0%New
Ptc Inc.PTC51.3K$7.31M0.0%−$1.7MCut−$2.4M
lululemon athletica inc.LULU47.7K$7.3M0.0%−$2.78MAdded−$2.65M
International Paper Co201.9K$7.21M0.0%−$838KCut−$1.16M
CDW CorpCDW58.9K$7.13M0.0%−$992.9KAdded−$708.5K
Coeur Mng Inc378.1K$7.1M0.0%New
Api Group CorpAPG175K$7.09M0.0%$223.9KAdded$441.5K
Coca-Cola Europacific Partne77.7K$7.04M0.0%−$81KCut−$427.5K
Ss&C Technologies Hldgs Inc103.1K$6.97M0.0%−$2.24MCut−$2.44M
Deckers Outdoor CorpDECK69.3K$6.94M0.0%−$246.4KAdded−$123.5K
CoreWeave, Inc.CRWV88.7K$6.87M0.0%$167.7KAdded$2.07M
Encompass Health CorpEHC70K$6.77M0.0%−$700.3KCut−$7.02M
Las Vegas Sands CorpLVS125.6K$6.77M0.0%−$1.48MCut−$1.72M
Jacobs Solutions Inc.J52.6K$6.7M0.0%−$421KCut−$4.09M
Entegris IncENTG56.8K$6.66M0.0%$1.78MCut$1.73M
Macerich CoMAC352.6K$6.66M0.0%$74KCut−$10.8K
PENTAIR plcPNR75.9K$6.62M0.0%−$1.42MCut−$1.72M
Ball CorpBALL111.9K$6.61M0.0%$666KCut$397.8K
Genuine Parts CoGPC61.8K$6.53M0.0%−$1.15MCut−$1.26M
Hubspot IncHUBS26.7K$6.52M0.0%−$3.46MAdded−$2.37M
Nice Ltd59.1K$6.51M0.0%−$138.8KAdded$891.6K
Tyler Technologies IncTYL19K$6.49M0.0%−$2.24MCut−$4.36M
Aptiv PlcAPTV93K$6.46M0.0%−$682.7KCut−$2.51M
Millrose Pptys Inc228.4K$6.39M0.0%−$433.9KCut−$936.9K
Flutter Entmt Plc62.7K$6.39M0.0%−$7.22MCut−$7.81M
Heico Corp New30.1K$6.35M0.0%−$1.34MCut−$1.47M
Beone Medicines Ltd21.3K$6.34M0.0%−$266.6KAdded$133.7K
First Ctzns Bancshares Inc D3.34K$6.3M0.0%−$932.5KCut−$1.27M
Idex Corp33.2K$6.29M0.0%$316.9KCut$260.2K
Reliance, Inc.RS20.6K$6.28M0.0%$229.3KCut$144.4K
Granite Constr Inc52K$6.23M0.0%$92.5KCut−$936.2K
Lennox Intl Inc13.4K$6.2M0.0%−$418KAdded−$225.4K
Broadstone Net Lease, Inc.BNL338.9K$6.19M0.0%$264.3KCut−$420.4K
Insulet CorpPODD29.4K$6.17M0.0%−$2.26MCut−$15.8M
Ati IncATI42.2K$6.09M0.0%$1.17MCut$1.14M
Textron IncTXT69.2K$6.06M0.0%−$81.6KCut−$417.8K
Vornado Rlty Tr229.4K$5.96M0.0%−$1.73MCut−$2.07M
Dycom Inds Inc17.5K$5.94M0.0%−$82.1KCut−$1.13M
Zebra Technologies Corporati27.9K$5.84M0.0%−$995.8KAdded−$839.2K
Credo Technology Group Holdi61.7K$5.79M0.0%−$3.14MCut−$3.78M
National Vision Hldgs Inc221.2K$5.71M0.0%−$156.7KCut−$990.7K
Astera Labs, Inc.ALAB51.8K$5.68M0.0%−$3.1MAdded−$3.04M
Vanguard Intl Equity Index F126.3K$5.62M0.0%−$188.4KAdded$60.6K
Avery Dennison CorpAVY32.5K$5.61M0.0%−$323.9KCut−$408.3K
Select Sector Spdr Tr42.2K$5.61M0.0%−$539.6KAdded−$460.7K
Everest Group, Ltd.EG17K$5.57M0.0%−$224.5KCut−$376.8K
Copt Defense PropertiesCDP181.6K$5.56M0.0%$419.5KCut−$278.9K
Best Buy Co IncBBY86.2K$5.54M0.0%−$296.8KAdded−$16.5K
Ryanair Holdings Plc95.7K$5.53M0.0%−$1.17MAdded−$173.7K
Legence Corp.LGN96.7K$5.46M0.0%$1.06MAdded$1.78M
Rivian Automotive Inc361.9K$5.45M0.0%−$2.02MAdded−$1.98M
Delta Air Lines Inc DelDAL81.7K$5.43M0.0%−$249KCut−$440.7K
Revolution Medicines Inc55.8K$5.43M0.0%New
Azz IncAZZ43.3K$5.42M0.0%$671.6KCut−$218.9K
Neurocrine Biosciences IncNBIX41.1K$5.41M0.0%−$487.6KCut−$939.7K
Universal Hlth Svcs Inc30.2K$5.4M0.0%−$1.42MCut−$1.5M
Tanger Inc.SKT158.6K$5.39M0.0%$9.52KCut−$69.9K
Annaly Capital Management In254.1K$5.37M0.0%−$406.3KAdded$325.1K
OUTFRONT Media Inc.OUT201.6K$5.34M0.0%$497.8KCut$421.6K
Reddit, Inc.RDDT39.7K$5.34M0.0%−$3.96MCut−$4.09M
TransunionTRU77.1K$5.33M0.0%−$1.41MCut−$1.84M
Epr Pptys106.1K$5.3M0.0%−$55.2KCut−$74.2K
Four Corners Ppty Tr Inc222.9K$5.27M0.0%$37.9KCut−$1.01M
Cousins Pptys Inc233.3K$5.27M0.0%−$788.7KCut−$810.5K
Allegion plcALLE36.2K$5.25M0.0%−$579.5KCut−$1.01M
Carlisle Cos Inc15.6K$5.22M0.0%$107.2KCut−$262.7K
Restaurant Brands Intl Inc69.9K$5.16M0.0%$283.5KAdded$1.2M
Spdr Series Trust177.4K$5.15M0.0%−$72.7KCut−$5.22M
Super Micro Computer Inc225.5K$5.14M0.0%−$1.62MAdded−$1.54M
Atlassian CorpTEAM73.2K$5M0.0%−$7.01MCut−$7.07M
Curbline Pptys Corp193.5K$4.99M0.0%$489.6KCut−$681.4K
Masco Corp82.5K$4.98M0.0%−$347.3KCut−$548.6K
Dicks Sporting Goods Inc25.1K$4.97M0.0%−$94.8KCut−$433.9K
Gartner IncIT31.3K$4.96M0.0%−$2.99MCut−$3.34M
Rocket Cos Inc346.8K$4.94M0.0%−$1.76MAdded−$1.71M
Independence Rlty Tr Inc329.4K$4.91M0.0%−$899.4KCut−$1.27M
Gentex CorpGNTX222.8K$4.87M0.0%−$345.6KAdded−$196.2K
Rpm Intl Inc48.9K$4.86M0.0%−$301.6KCut−$538.5K
Watsco Inc13.3K$4.85M0.0%$192.2KAdded$353.7K
Sandisk CorpSNDK7.58K$4.82M0.0%$2.96MCut$2.18M
Vanguard Whitehall Fds73.2K$4.81M0.0%−$137.9KAdded$49.4K
Ishares Tr42.4K$4.8M0.0%−$477.4KCut−$5.03M
Henry Jack & Assoc Inc30.3K$4.78M0.0%−$856.5KCut−$913.3K
Graco IncGGG56.5K$4.78M0.0%$79.8KCut−$709.2K
Trip Com Group Ltd95.2K$4.74M0.0%−$2.17MCut−$5.56M
GoDaddy Inc.GDDY56.8K$4.7M0.0%−$2.49MCut−$3.1M
Toast, Inc.TOST177.1K$4.69M0.0%−$1.68MAdded−$1.44M
Affirm Hldgs Inc102.4K$4.69M0.0%−$3.01MAdded−$2.96M
Samsara Inc.IOT147K$4.66M0.0%−$662.9KAdded−$589.9K
Pinnacle Finl Partners Inc Com54K$4.65M0.0%New
Woodward, Inc.WWD13.1K$4.65M0.0%$641.8KCut−$99.5K
Dominos Pizza IncDPZ12.8K$4.61M0.0%−$801.5KCut−$847.8K
Willdan Group, Inc.WLDN60.1K$4.6M0.0%−$2.06MCut−$4.25M
Fidelity National Financial, Inc.FNF97.3K$4.51M0.0%−$835.8KAdded−$774.1K
Americold Realty TrustCOLD390.2K$4.47M0.0%−$503.4KCut−$612.6K
Equitable Hldgs Inc120.3K$4.46M0.0%−$1.35MCut−$1.38M
Ishares Tr177K$4.45M0.0%$35.4KCut−$2.86M
Pinterest, Inc.PINS240.7K$4.41M0.0%−$1.81MAdded−$1.8M
Carlyle Group Inc90.3K$4.37M0.0%−$1.04MAdded−$892.5K
Inventrust Pptys Corp142K$4.33M0.0%$261.3KCut−$428.7K
Trade Desk, Inc.TTD190.3K$4.32M0.0%−$2.99MCut−$3M
Solventum CorpSOLV65.9K$4.3M0.0%−$894.4KAdded−$544.1K
Iren Limited122.7K$4.21M0.0%New
Kilroy Rlty CorpKRC148K$4.17M0.0%−$1.43MCut−$1.63M
Apple Hospitality REIT, Inc.APLE362K$4.17M0.0%−$191.8KCut−$733.1K
Lxp Industrial Trust89.8K$4.16M0.0%−$344.9KCut−$908.2K
Cnh Indl N V376K$4.14M0.0%$606KCut−$112.4K
SiteOne Landscape Supply, Inc.SITE30.9K$4.11M0.0%$80.6KAdded$2.52M
Credicorp LtdBAP12K$4.07M0.0%$577.2KCut$550.7K
Nextpower Inc.NXT33.4K$4.03M0.0%$1.01MCut−$211.3K
United Airls Hldgs Inc43.4K$3.99M0.0%−$840.9KCut−$858.4K
Qualys, Inc.QLYS45.3K$3.98M0.0%−$2.17MAdded−$2.05M
Builders FirstSource, Inc.BLDR47.4K$3.91M0.0%−$940.6KAdded−$703.3K
Blue Bird CorpBLBD68.6K$3.89M0.0%$459.5KCut$51.2K
Lincoln Elec Hldgs Inc15.7K$3.89M0.0%$52.5KCut−$148.5K
Grab Holdings Limited1.06M$3.89M0.0%−$1.53MCut−$7.03M
News Corp New154.2K$3.85M0.0%−$203.2KCut−$1.03M
Celestica IncCLS13.6K$3.79M0.0%−$332.9KCut−$1.15M
Getty Rlty Corp New118.5K$3.77M0.0%$529.6KCut−$163.5K
Draftkings Inc New171.9K$3.72M0.0%−$2.22MHeld
National Storage Affiliates97.8K$3.69M0.0%$943.6KCut$939.9K
Icici Bank Limited142.4K$3.69M0.0%−$559.8KHeld
SentinelOne, Inc.S286.3K$3.69M0.0%−$596.6KAdded−$483.5K
Ltc Pptys Inc98.2K$3.65M0.0%$255.3KCut−$504K
Tutor Perini CorpTPC46.7K$3.6M0.0%$398.2KCut−$550K
Sl Green Rlty Corp97.1K$3.59M0.0%−$939.2KCut−$1.05M
Urban Edge Pptys173.6K$3.47M0.0%$95.2KAdded$104.9K
Acadia Rlty Tr180.4K$3.45M0.0%−$324.7KCut−$417.7K
Futu Hldgs Ltd24.6K$3.36M0.0%−$718.4KCut−$785.2K
Tetra Tech Inc New111K$3.34M0.0%−$391.4KAdded−$3.31K
Ionq Inc115.8K$3.34M0.0%−$1.9MCut−$1.95M
Highwoods Pptys Inc153K$3.28M0.0%−$683.1KAdded−$642.8K
Everus Constr Group27.5K$3.24M0.0%$802.8KCut$674.1K
Nvent Electric PlcNVT27.5K$3.24M0.0%$394.9KCut$235.9K
Fox Corp59.9K$3.18M0.0%−$720.2KCut−$829.4K
Medical Pptys Trust IncMPT677.3K$3.14M0.0%−$311.6KCut−$357.2K
Mueller Wtr Prods Inc113.2K$3.11M0.0%$281.7KAdded$723.2K
Vaneck Etf Trust175.1K$3.03M0.0%−$184.2KAdded$866.4K
Kodiak Gas Svcs Inc50.8K$2.95M0.0%New
Align Technology IncALGN17.1K$2.93M0.0%$57.4KAdded$2.27M
Park Hotels & Resorts Inc.PK277.6K$2.92M0.0%−$80.5KCut−$99.3K
Sanmina CorpSANM22.6K$2.91M0.0%−$558.2KCut−$2.36M
Southern Copper Corp/SCCO16.7K$2.88M0.0%$438.5KAdded$497.2K
Ishares Tr60.9K$2.85M0.0%−$438.9KHeld
Viatris IncVTRS210.3K$2.84M0.0%$239.8KCut$21.1K
SOLV Energy, Inc.MWH93.6K$2.81M0.0%New
Erie Indty Co11K$2.78M0.0%−$398.9KCut−$439.7K
Advanced Drain Sys Inc Del20.2K$2.77M0.0%−$231.4KAdded−$197.2K
Brookfield Asset Managmt Ltd61.9K$2.75M0.0%−$549.3KHeld
Ryder Sys Inc13.2K$2.71M0.0%$139.6KCut−$886K
Diamondrock Hospitality CoDRH281.6K$2.64M0.0%$56.3KCut$38K
Vaneck Etf Trust28.5K$2.62M0.0%$168.9KCut−$300K
Sunstone Hotel Invs Inc New288.6K$2.6M0.0%−$31.7KCut−$175.9K
Zillow Group Inc62.7K$2.59M0.0%−$1.78MCut−$1.96M
Corebridge Finl Inc108.1K$2.58M0.0%−$639.6KAdded−$381.2K
Global Net Lease Inc272.7K$2.55M0.0%$231.9KAdded$260.9K
NETSTREIT Corp.NTST134.4K$2.53M0.0%$139.9KAdded$456.2K
Lineage, Inc.LINE77.2K$2.53M0.0%−$122KCut−$227.8K
Arcosa, Inc.ACA23.5K$2.49M0.0%−$74.1KHeld
Sila Realty Trust Inc103.5K$2.45M0.0%$38.3KCut−$393K
Hyatt Hotels CorpH16.7K$2.4M0.0%−$348.1KCut−$457.7K
Flotek Inds Inc Del140.3K$2.38M0.0%New
Smartstop Self Storag Reit I77.2K$2.34M0.0%−$74.5KAdded−$62.8K
BorgWarner IncBWA42.6K$2.31M0.0%$299KAdded$692.8K
Solaris Energy Infras Inc40.8K$2.31M0.0%$486.7KCut$197.4K
Hasbro, Inc.HAS24.4K$2.28M0.0%$70.2KAdded$1.74M
America Movil Sab De Cv87.3K$2.22M0.0%$404KCut−$1.12M
Douglas Emmett IncDEI233.2K$2.2M0.0%−$388.5KAdded−$370.3K
Ies Hldgs IncIESC4.6K$2.19M0.0%$361.6KCut$144.3K
Oklo Inc.OKLO43.6K$2.16M0.0%−$1.07MHeld
Kirby CorpKEX16.1K$2.14M0.0%$352.4KCut−$748.4K
Wynn Resorts LtdWYNN20.6K$2.09M0.0%−$427.3KCut−$435.2K
Veris Residential Inc110.5K$2.08M0.0%$426.4KCut$341.3K
Ishares Gold Tr23.3K$2.05M0.0%$158.6KCut−$394.5K
Boot Barn Hldgs Inc14K$2.04M0.0%−$460.5KCut−$607.3K
Diversified Healthcare Tr301.9K$2M0.0%$576.7KCut$573.7K
Itt Inc.ITT10.4K$1.99M0.0%$25.4KAdded$1.64M
Innovative Indl Pptys Inc39.4K$1.98M0.0%$12.2KHeld
Snap IncSNAP429.5K$1.98M0.0%−$1.41MHeld
Invesco Ltd.IVZ80.3K$1.95M0.0%−$204.7KCut−$214.9K
Astec Inds Inc36.2K$1.95M0.0%New
Xenia Hotels & Resorts, Inc.XHR131.2K$1.95M0.0%$24.9KCut$19.2K
Pebblebrook Hotel Tr152.2K$1.92M0.0%$175KCut$34.4K
UL Solutions Inc.ULS22.3K$1.91M0.0%$108.3KHeld
Medpace Hldgs Inc3.96K$1.9M0.0%New
Qorvo, Inc.QRVO24.4K$1.89M0.0%−$148.9KAdded$312.2K
Franklin Resources IncBEN80K$1.89M0.0%−$9.63KAdded$1.58M
Umh Pptys Inc127.5K$1.84M0.0%−$196.4KAdded−$172.1K
Epam Sys Inc13.6K$1.84M0.0%−$158.1KAdded$1.4M
Service Corp Intl21.8K$1.8M0.0%$94.9KCut−$5.24K
Exelixis, Inc.EXEL41.4K$1.78M0.0%−$90.5KAdded$121.6K
Molson Coors Beverage Co40.6K$1.75M0.0%−$98.2KAdded$459.5K
Core & Main, Inc.CNM35K$1.73M0.0%−$150.5KCut−$1.5M
Tencent Music Entmt Group178.3K$1.65M0.0%−$1.5MCut−$7.27M
Ttm Technologies IncTTMI17.1K$1.65M0.0%New
Materion CorpMTRN11.4K$1.64M0.0%New
Affiliated Managers Group In5.92K$1.64M0.0%−$91KHeld
EquipmentShare.com IncEQPT80.4K$1.64M0.0%New
International Seaways, Inc.INSW22.1K$1.61M0.0%$524.1KCut$493.2K
Karman Hldgs Inc19.5K$1.56M0.0%New
Bowman Consulting Group Ltd.BWMN53.9K$1.53M0.0%−$308.5KCut−$1.09M
Renaissancere Hldgs Ltd5.14K$1.53M0.0%$68.8KHeld
Clearway Energy, Inc.CWEN38.7K$1.52M0.0%$220.7KCut$182.5K
Rlj Lodging Tr204.2K$1.52M0.0%−$51.1KCut−$107.3K
H World Group Ltd29.9K$1.5M0.0%$58KCut$50.9K
CenterspaceCSR25.6K$1.47M0.0%−$258.5KAdded−$232.2K
InterDigital, Inc.IDCC4.83K$1.46M0.0%−$136.5KCut−$206.2K
Dillards Inc2.34K$1.34M0.0%−$140.2KCut−$272.3K
TechnipFMC PLCFTI18.6K$1.29M0.0%$455.4KHeld
Buckle IncBKE25.5K$1.28M0.0%−$88.7KAdded−$79.9K
Arm Holdings Plc8.43K$1.27M0.0%$43.9KAdded$1.16M
Easterly Govt Pptys Inc59.3K$1.27M0.0%$10.1KCut−$12.2K
Invesco Db Multi-Sector Comm64.5K$1.27M0.0%$481.8KCut−$103.8K
American Assets Tr Inc66.8K$1.23M0.0%−$44.8KCut−$70.9K
Piedmont Realty Trust, Inc.PDM185K$1.22M0.0%−$336.2KAdded−$334.4K
Jbg Smith Pptys79.9K$1.17M0.0%−$192.7KCut−$217.5K
XP Inc.XP59.9K$1.14M0.0%$146.5KAdded$210.9K
Ingredion IncINGR10K$1.13M0.0%$14KCut−$19.3K
Jbs N.V.JBS62.6K$1.12M0.0%$214KHeld
Empire St Rlty Tr Inc205K$1.07M0.0%−$268.7KAdded−$222.6K
Whitestone Reit65K$1.05M0.0%$146.3KAdded$146.7K
Mirion Technologies, Inc.MIR55.7K$1.03M0.0%New
Up Fintech Hldg Ltd159.8K$1.01M0.0%−$168.6KAdded$457.4K
monday.com Ltd.MNDY14.5K$1M0.0%−$1.11MCut−$1.13M
Peakstone Realty Trust45.4K$947.6K0.0%$291.2KCut$275K
Albemarle Corp5.07K$909.7K0.0%$177.1KCut$141.1K
Compania De Minas Buenaventu24.6K$886.5K0.0%$186KAdded$228.2K
Ascendis Pharma A/SASND3.81K$870.3K0.0%New
Select Sector Spdr Tr18.9K$869.6K0.0%New
Moderna, Inc.MRNA16.7K$849.8K0.0%$328.7KCut$294.7K
Roku, IncROKU8.9K$842.1K0.0%−$147.9KCut−$2.8M
Cbl & Assoc Pptys Inc21.9K$841.9K0.0%$23.7KHeld
Ishares Tr52.9K$835.4K0.0%New
Kanzhun Limited62K$829.6K0.0%−$458.5KCut−$462.3K
Cal-Maine Foods IncCALM10.4K$826.2K0.0%−$30.6KCut−$56.9K
The Campbells Company37K$825K0.0%−$217.8KCut−$268.5K
Safehold Inc.SAFE59.9K$810.5K0.0%−$13.8KCut−$116K
Cto Rlty Growth Inc New43.6K$806.8K0.0%$11.6KAdded$78.6K
Clear Secure, Inc.YOU16.5K$800.3K0.0%$216.4KHeld
Oge Energy Corp.OGE16.4K$788.3K0.0%$83.2KCut−$424.9K
Gladstone Commercial Corp68.1K$777.9K0.0%$55.3KAdded$114.4K
Reynolds Consumer Prods Inc36.5K$772.7K0.0%−$76.6KCut−$103.2K
Sportradar Group AgSRAD46.1K$771.9K0.0%−$307.5KCut−$2.17M
Vipshop Hldgs Ltd48.8K$766.7K0.0%−$177.5KCut−$196.4K
Artisan Partners Asset Mgmt20.8K$758.2K0.0%−$110.6KCut−$505.4K
Akamai Technologies IncAKAM6.6K$757.9K0.0%$175.6KCut−$1.45M
Nexpoint Residential Tr Inc30.2K$755.4K0.0%−$129KCut−$158.9K
Bank First CorpBFC5.57K$752K0.0%$53.3KHeld
Universal Health Rlty Income17.4K$704.9K0.0%$20.4KHeld
Tal Education GroupTAL61.3K$697.5K0.0%$23.3KCut−$9.88K
Rapid7, Inc.RPD125.9K$693.6K0.0%−$1.21MAdded−$1.19M
Southwest Airls Co18.1K$678.9K0.0%−$64.1KCut−$113.4K
Summit Hotel Pptys Inc153K$676.2K0.0%−$71.9KHeld
Select Sector Spdr Tr16.4K$668.6K0.0%New
Alexanders IncALX2.74K$647.7K0.0%$45.3KCut−$32.1K
Global Med Reit Inc19.5K$643.5K0.0%−$8KAdded$47.7K
Symbotic Inc.SYM12.1K$642.1K0.0%New
Ugi Corp New17.6K$641.9K0.0%−$28.6KHeld
Brandywine Rlty Tr232.4K$629.7K0.0%−$48.8KCut−$127.4K
Portland Gen Elec Co11.8K$621.8K0.0%$58KHeld
Atlanta Braves Hldgs Inc14.5K$620.8K0.0%$46.1KAdded$50.4K
Farmland Partners Inc.FPI55K$617.6K0.0%$88.5KCut$64.8K
Postal Realty Trust, Inc.PSTL32.9K$610.6K0.0%$84.6KCut−$89.6K
Armada Hoffler Pptys Inc109.3K$601.3K0.0%−$130.1KHeld
Chatham Lodging Tr75.7K$595.4K0.0%$68.8KHeld
American Finl Group Inc Ohio4.56K$581.8K0.0%−$46.5KCut−$3.82M
Henry Schein IncHSIC7.85K$578.8K0.0%−$21.5KCut−$40.6K
Community Healthcare Tr Inc36.3K$576.3K0.0%−$12.7KHeld
Saul Ctrs Inc17.5K$568.7K0.0%$18KHeld
APA CorpAPA13K$553.6K0.0%$235.6KCut$233.6K
Huntington Ingalls Inds Inc1.44K$548.2K0.0%$49.3KCut$38.9K
Gladstone Ld Corp53K$540.5K0.0%$62.7KAdded$115.3K
DT Midstream, Inc.DTM3.98K$535.4K0.0%$55.1KHeld
StoneCo Ltd.STNE37.2K$525.6K0.0%−$26.8KCut−$62.3K
Ishares Tr20.8K$516.6K0.0%New
Madison Square Grdn Sprt Cor1.6K$513K0.0%$101.3KCut$97.7K
Smucker J M Co5.28K$509.6K0.0%−$14.9KCut−$6.81M
Macom Tech Solutions Hldgs I2.28K$506.5K0.0%$110.3KCut$59.4K
Stanley Black & Decker, Inc.SWK7.07K$502.1K0.0%−$28.8KCut−$56.7K
TKO Group Holdings, Inc.TKO2.44K$491.6K0.0%−$35.3KCut−$40.2K
One Liberty Pptys Inc22.8K$489.9K0.0%$26.5KAdded$26.9K
Skyworks Solutions, Inc.SWKS9K$481.9K0.0%−$82.5KAdded−$22.6K
Industrial Logistics Pptys T83.1K$471.8K0.0%$14.9KCut−$148
Select Sector Spdr Tr7.26K$444.6K0.0%New
Pinnacle West Cap Corp4.4K$443.5K0.0%$52.3KCut$44.2K
Revvity, Inc.RVTY5.01K$438.6K0.0%−$47.6KCut−$57.6K
Hudson Pac Pptys Inc71.7K$423.8K0.0%−$319.1KHeld
Generac Hldgs Inc2.16K$421.5K0.0%$122.7KCut$116.5K
Marzetti Company3.05K$421.4K0.0%−$84.4KHeld
FrontView REIT, Inc.FVR26.6K$411.5K0.0%$8.87KAdded$49.6K
Select Sector Spdr Tr8.22K$410.6K0.0%New
Globe Life Inc2.93K$407.5K0.0%−$7.58KCut−$13.8K
Assurant Inc1.84K$401.2K0.0%−$43.5KCut−$52.7K
Factset Resh Sys Inc1.83K$396.9K0.0%−$139.8KCut−$143.9K
Spectrum Brands Hldgs Inc NeSPB5.36K$394.7K0.0%$71.7KCut$64.3K
Crane Company2.25K$384.1K0.0%−$38.7KCut−$42.1K
Dana IncDAN11.4K$383.3K0.0%$110.2KCut−$115.4K
Post Hldgs Inc3.87K$382.8K0.0%−$3.99KCut−$24K
Conagra Brands Inc.CAG24.2K$379.9K0.0%−$42KCut−$63K
Site Ctrs Corp68.8K$371.7K0.0%−$73.6KHeld
Aes CorpAES26.2K$369K0.0%−$1.05KCut−$8.66K
Norwegian Cruise Line Hldg L19.2K$358.9K0.0%−$71.2KCut−$73.2K
Diageo Plc4.53K$337.1K0.0%−$53.5KCut−$62.2K
Baxter Intl Inc18.9K$317.9K0.0%−$46.3KCut−$3.73M
Pool CorpPOOL1.55K$313.6K0.0%−$41.8KCut−$44.4K
Charles Riv Labs Intl Inc1.81K$312.2K0.0%−$55.5KCut−$63K
Bellring Brands, Inc.BRBR19.2K$309.1K0.0%−$117.3KAdded$23.7K
Nexstar Media Group, Inc.NXST1.71K$308.9K0.0%−$36.9KCut−$469.6K
Versant Media Group, Inc.VSNT8.3K$307.3K0.0%New
Albertsons Cos IncACI17.9K$305.6K0.0%−$4.48KHeld
Smith A O CorpAOS4.57K$301.4K0.0%−$9.78KCut−$12.4K
Bio-Techne CorpTECH5.75K$300.7K0.0%−$40.1KAdded−$40K
Northwest Nat Hldg Co5.6K$297.8K0.0%$34.1KCut$27.8K
Mosaic Co NewMOS11.7K$297.7K0.0%$16.8KCut$11K
Ipg Photonics CorpIPGP2.53K$290.1K0.0%$83.8KAdded$143.4K
Service Pptys Tr210.5K$285.3K0.0%−$81.1KCut−$102.7K
Flowserve CorpFLS3.86K$284K0.0%$11.7KCut$5.05K
Silicon Laboratories Inc.SLAB1.32K$274.8K0.0%$99.6KCut$98.8K
Nexpoint Diversified Rel Et56.9K$265.8K0.0%$50.1KCut$18.8K
Mgm Resorts InternationalMGM7.06K$261.2K0.0%−$1.06KCut−$25K
Alpine Income Ppty Tr Inc14.1K$254.6K0.0%$20.4KHeld
Avista CorpAVA6.29K$252.3K0.0%$9.49KHeld
Grupo Televisa S A B85.4K$248.5K0.0%−$855Cut−$12K
Telesat CorpTSAT6.86K$248.2K0.0%$45.8KCut$39.7K
VNET Group, Inc.VNET29.1K$244K0.0%−$7.27KCut−$16K
Fermi Inc.FRMI41.7K$243.3K0.0%New
Cognex CorpCGNX4.95K$242.4K0.0%$49.9KAdded$97K
Knife River CorpKNF2.83K$231.5K0.0%$25.5KCut$21.9K
Net Lease Office PropertiesNLOP20.1K$231.1K0.0%−$284.5KHeld
Rogers Communications Inc5.87K$225.8K0.0%New
Lattice Semiconductor CorpLSCC2.27K$210.7K0.0%$41.3KCut$36.3K
Vail Resorts IncMTN1.53K$195.9K0.0%−$13.3KHeld
Brown Forman Corp7.41K$195.9K0.0%$2.45KCut−$1.95M
Atour Lifestyle Hldgs Ltd5.31K$195.5K0.0%−$9.64KAdded$76.7K
Valmont Inds Inc487$194.6K0.0%−$4.64KCut−$152.7K
Semtech CorpSMTC2.49K$191.8K0.0%$2.81KAdded$3.73K
Legend Biotech CorpLEGN10.6K$191.3K0.0%−$40.5KHeld
BRT Apartments Corp.BRT14.2K$189.5K0.0%−$19KHeld
Davita Inc.DVA1.23K$188.7K0.0%$49.4KCut$43.5K
Modiv Industrial Inc12.6K$180.4K0.0%−$3.15KHeld
Orion Properties Inc.ONL81.3K$174.9K0.0%−$10.6KCut−$11K
Braemar Hotels & Resorts Inc72.5K$171.2K0.0%−$39.9KHeld
Amdocs LtdDOX2.48K$161.6K0.0%−$30.9KAdded$4.31K
Gogo Inc.GOGO39.3K$158.1K0.0%−$7.36KAdded$106K
Cameco CorpCCJ1.42K$153.9K0.0%New
Invesco Qqq Tr264$152.4K0.0%−$11.5KCut−$149.4K
Ambarella IncAMBA2.8K$144.2K0.0%−$52.1KCut−$82.3K
Proshares Tr1.3K$137.7K0.0%$1.04KAdded$22.6K
News Corp New4.69K$133.8K0.0%−$5.75KAdded$1.07K
Ouster, Inc.OUST6.96K$127.9K0.0%−$17.5KAdded$3.36K
Vanguard Scottsdale Fds1.2K$112K0.0%$464Added$47.5K
Vanguard Scottsdale Fds1.02K$111.4K0.0%−$6.99KAdded$46.8K
Patria Investments Limited8.61K$108.5K0.0%−$30KCut−$226.6K
Albany Intl Corp2.07K$107.9K0.0%New
Paramount Skydance CorpPSKY11.7K$105.2K0.0%−$52.3KHeld
Sequans Communications S A41.2K$104.3K0.0%New
Ishares Tr1.46K$102.5K0.0%−$582Added$44.4K
Impinj IncPI928$95.3K0.0%New
Franklin Str Pptys Corp123.2K$81.8K0.0%−$29.6KHeld
Par Technology CorpPAR4.78K$63.7K0.0%−$114KCut−$118.1K
PagSeguro Digital Ltd.PAGS5K$50K0.0%$1.7KCut−$35.7K
Shift4 Pmts Inc1.14K$49.8K0.0%−$24.8KCut−$36.8K
Lendingtree Inc NewTREE1.16K$49.7K0.0%−$13KCut−$37.4K
Klarna Group PlcKLAR3.71K$48.6K0.0%New
Kaspi Kz Jsc649$48.1K0.0%−$3.25KCut−$37.1K
Lendingclub CorpHAPN3.35K$48K0.0%−$17.4KCut−$35K
eToro Group Ltd.ETOR1.59K$47.8K0.0%New
Sei Invts Co602$47.2K0.0%−$3.38KCut−$1.13M
EverQuote, Inc.EVER3.05K$47.1K0.0%−$34.4KCut−$36.7K
nCino, Inc.NCNO3.11K$46.5K0.0%−$34.8KCut−$38.7K
Upstart Hldgs Inc1.8K$46.2K0.0%−$36.9KAdded−$35.9K
Pegasystems IncPEGA1.08K$45.9K0.0%−$21.2KCut−$39K
Q2 Hldgs Inc969$45.8K0.0%−$26.2KCut−$38K
Lemonade, Inc.LMND730$45.8K0.0%−$6.31KCut−$27.6K
Qfin Holdings Inc3.52K$45.5K0.0%−$23.2KCut−$401.5K
BILL Holdings, Inc.BILL1.18K$45K0.0%−$19.9KCut−$37.3K
Guidewire Software, Inc.GWRE301$45K0.0%−$16.3KCut−$2M
Marketaxess Hldgs Inc269$44.4K0.0%−$5.08KCut−$41.5K
Blackline, Inc.BL1.2K$44.3K0.0%−$24.8KCut−$40.4K
Spdr Gold Tr100$43K0.0%$3.17KHeld
Lufax Holding LtdLU22.9K$42.7K0.0%−$16.2KCut−$39.7K
Ke Hldgs Inc2.81K$42K0.0%−$3.2KCut−$104.7K
Rayonier IncRYN949$19.6K0.0%−$541Added$8.49K
Asml Holding N V14$18.5K0.0%$3.57KCut−$696
Ishares Tr129$14.2K0.0%$36Held
Ferrovial Se118$7.68K0.0%$4Cut−$1.88K
Thomson Reuters Corp72$6.48K0.0%−$3.11KCut−$5.38K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.