13F

Investor

V-Square Quantitative Management LLC

CIK 0001943239 · filed 2026-01-22 · SEC filing

13F book

$962.1M

Positions

696

Largest name

13.2%

Ishares Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Ishares Tr1.27M$126.8M13.2%Held
Nvidia CorpNVDA469.1K$87.5M9.1%Held
Microsoft CorpMSFT135.5K$65.5M6.8%Held
Alphabet Inc119.4K$37.4M3.9%Held
Alphabet Inc101.7K$31.9M3.3%Held
Tesla, Inc.TSLA44.4K$20M2.1%Held
Eli Lilly & CoLLY16.8K$18.1M1.9%Held
Broadcom Inc.AVGO44.7K$15.5M1.6%Held
Visa Inc.V33.5K$11.7M1.2%Held
Johnson & JohnsonJNJ53.8K$11.1M1.2%Held
Mastercard IncMA18.3K$10.5M1.1%Held
Lam Research CorpLRCX44.4K$7.6M0.8%Held
Morgan Stanley39K$6.93M0.7%Held
Coca Cola CoKO96.1K$6.72M0.7%Held
Procter And Gamble CoPG46.7K$6.69M0.7%Held
Salesforce, Inc.CRM23.6K$6.25M0.7%Held
International Business Machs20K$5.94M0.6%Held
Home Depot, Inc.HD16.6K$5.71M0.6%Held
Intuit Inc.INTU8.13K$5.39M0.6%Held
Ge Aerospace16.9K$5.21M0.5%Held
Disney Walt Co43.7K$4.97M0.5%Held
Accenture Plc Ireland18.2K$4.9M0.5%Held
Caterpillar IncCAT8.44K$4.84M0.5%Held
Merck & Co., Inc.MRK45.3K$4.77M0.5%Held
Pepsico IncPEP29.7K$4.26M0.4%Held
Union Pac Corp17.6K$4.06M0.4%Held
Micron Technology IncMU14.2K$4.04M0.4%Held
Adobe Inc.ADBE11.5K$4.03M0.4%Held
Johnson Ctls Intl Plc33.1K$3.97M0.4%Held
Danaher Corporation17.1K$3.93M0.4%Held
Mcdonalds CorpMCD12.6K$3.86M0.4%Held
Comcast Corp New124.1K$3.71M0.4%Held
S&P Global Inc.SPGI6.99K$3.65M0.4%Held
Gilead Sciences, Inc.GILD28.3K$3.47M0.4%Held
Schwab Charles Corp34.7K$3.46M0.4%Held
Linde PlcLIN8.06K$3.44M0.4%Held
Booking Holdings Inc.BKNG637$3.41M0.4%Held
Welltower Inc.WELL18.1K$3.36M0.3%Held
Palo Alto Networks IncPANW18.2K$3.35M0.3%Held
Texas Instrs Inc19.2K$3.34M0.3%Held
ServiceNow, Inc.NOW21.7K$3.33M0.3%Held
Cadence Design System Inc10.4K$3.26M0.3%Held
Keysight Technologies, Inc.KEYS16K$3.26M0.3%Held
Meta Platforms, Inc.META4.84K$3.2M0.3%Held
Verizon Communications IncVZ75.9K$3.09M0.3%Held
BlackRock, Inc.BLK2.78K$2.97M0.3%Held
GE Vernova Inc.GEV4.53K$2.96M0.3%Held
Capital One Finl Corp12.1K$2.94M0.3%Held
Marriott Intl Inc New9.27K$2.88M0.3%Held
Progressive Corp12.6K$2.86M0.3%Held
Lowes Cos Inc11.6K$2.79M0.3%Held
Intel CorpINTC75.5K$2.79M0.3%Held
Tjx Cos Inc New18K$2.76M0.3%Held
Goldman Sachs Group Inc3K$2.64M0.3%Held
Vertex Pharmaceuticals Inc5.62K$2.55M0.3%Held
Raymond James Finl Inc15.8K$2.54M0.3%Held
Intuitive Surgical IncISRG4.44K$2.52M0.3%Held
Bristol-Myers Squibb Co46.4K$2.5M0.3%Held
Deere & CoDE5.37K$2.5M0.3%Held
Jpmorgan Chase & Co.7.73K$2.49M0.3%Held
Prologis Inc.19.1K$2.44M0.3%Held
Eaton Corp PlcETN7.64K$2.43M0.3%Held
Metlife Inc30.3K$2.39M0.2%Held
Te Connectivity PlcTEL10.2K$2.33M0.2%Held
Cbre Group, Inc.CBRE14.3K$2.3M0.2%Held
Ww Grainger Inc2.27K$2.29M0.2%Held
Newmont Corp22.2K$2.22M0.2%Held
Mercadolibre IncMELI1.09K$2.2M0.2%Held
Sun Life Financial Inc.25.4K$2.18M0.2%Held
Intercontinental Exchange In12.9K$2.09M0.2%Held
Expedia Group, Inc.EXPE7.34K$2.08M0.2%Held
Costco Whsl Corp New2.38K$2.05M0.2%Held
Taiwan Semiconductor Mfg Ltd6.62K$2.01M0.2%Held
Trane Technologies PlcTT5.14K$2M0.2%Held
United Airls Hldgs Inc17.6K$1.97M0.2%Held
Warner Bros. Discovery, Inc.WBD68.3K$1.97M0.2%Held
Consolidated Edison IncED19.6K$1.95M0.2%Held
Crh Plc14.7K$1.83M0.2%Held
Pnc Finl Svcs Group Inc8.65K$1.81M0.2%Held
Us Bancorp Del33.7K$1.8M0.2%Held
Synopsys IncSNPS3.81K$1.79M0.2%Held
Moodys Corp3.44K$1.76M0.2%Held
Marsh & Mclennan Cos Inc9.39K$1.74M0.2%Held
Uber Technologies, IncUBER21.1K$1.73M0.2%Held
Novartis Ag12.5K$1.72M0.2%Held
Principal Financial Group In19.5K$1.72M0.2%Held
Yum Brands IncYUM11.3K$1.71M0.2%Held
ConocophillipsCOP18.1K$1.7M0.2%Held
United Parcel Service IncUPS16.9K$1.68M0.2%Held
AbbVie Inc.ABBV7.29K$1.67M0.2%Held
HCA Healthcare, Inc.HCA3.56K$1.66M0.2%Held
Cigna GroupCI6.01K$1.65M0.2%Held
Cintas CorpCTAS8.74K$1.64M0.2%Held
American Tower Corp New9.3K$1.63M0.2%Held
Zoetis Inc.ZTS12.9K$1.62M0.2%Held
Ishares Tr30K$1.62M0.2%Held
3M COMMM10.1K$1.61M0.2%Held
Qualcomm Inc9.3K$1.59M0.2%Held
Ecolab Inc.ECL5.99K$1.57M0.2%Held
Paypal Hldgs Inc26.9K$1.57M0.2%Held
Oreilly Automotive Inc17.1K$1.56M0.2%Held
Hilton Worldwide Hldgs Inc5.41K$1.55M0.2%Held
Ishares Inc24.1K$1.53M0.2%Held
Travelers Companies, Inc.TRV5.28K$1.53M0.2%Held
Illinois Tool Wks Inc6.08K$1.5M0.2%Held
Workday, Inc.WDAY6.92K$1.49M0.2%Held
Cummins IncCMI2.9K$1.48M0.2%Held
United Rentals, Inc.URI1.82K$1.47M0.2%Held
Thermo Fisher Scientific Inc.TMO2.48K$1.44M0.1%Held
Csx CorpCSX39.4K$1.43M0.1%Held
NXP Semiconductors N.V.NXPI6.57K$1.43M0.1%Held
Constellation Energy CorpCEG4.03K$1.42M0.1%Held
Asml Holding N V1.32K$1.41M0.1%Held
Quanta Svcs Inc3.35K$1.41M0.1%Held
Williams Cos Inc23.2K$1.4M0.1%Held
Colgate Palmolive CoCL17.6K$1.39M0.1%Held
Cisco Sys Inc17.9K$1.38M0.1%Held
Cboe Global Mkts Inc5.48K$1.37M0.1%Held
Delta Air Lines Inc DelDAL19.7K$1.37M0.1%Held
Equinix IncEQIX1.78K$1.36M0.1%Held
Halliburton CoHAL47.7K$1.35M0.1%Held
Netflix IncNFLX14.3K$1.34M0.1%Held
Monster Beverage Corp New17.4K$1.34M0.1%Held
Fortinet, Inc.FTNT16.7K$1.32M0.1%Held
Idexx Labs Inc1.94K$1.31M0.1%Held
Dr Reddys Labs Ltd92.9K$1.3M0.1%Held
Pfizer IncPFE52.3K$1.3M0.1%Held
Target CorpTGT13.3K$1.3M0.1%Held
Starbucks CorpSBUX15.4K$1.3M0.1%Held
Ameriprise Finl Inc2.55K$1.25M0.1%Held
Ebay IncEBAY14.2K$1.24M0.1%Held
State Str Corp9.59K$1.24M0.1%Held
Chevron Corp NewCVX8.05K$1.23M0.1%Held
Edwards Lifesciences CorpEW14.4K$1.22M0.1%Held
Truist Finl Corp24.9K$1.22M0.1%Held
Sempra13.7K$1.21M0.1%Held
Digital Rlty Tr Inc7.78K$1.2M0.1%Held
Cencora, Inc.COR3.54K$1.2M0.1%Held
Gsk Plc24K$1.18M0.1%Held
Nextera Energy Inc14.6K$1.18M0.1%Held
Realty Income CorpO20.8K$1.17M0.1%Held
Slb Limited/NvSLB30.1K$1.16M0.1%Held
Kenvue Inc.KVUE66.1K$1.14M0.1%Held
Marvell Technology, Inc.MRVL13.4K$1.14M0.1%Held
Nasdaq, Inc.NDAQ11.7K$1.13M0.1%Held
Oracle Corp5.8K$1.13M0.1%Held
Western Digital CorpWDC6.4K$1.1M0.1%Held
Seagate Technology Hldngs Pl3.98K$1.1M0.1%Held
Hartford Insurance Group Inc7.95K$1.1M0.1%Held
Electronic Arts Inc.EA5.35K$1.09M0.1%Held
Phillips 66PSX8.4K$1.08M0.1%Held
Rockwell Automation, IncROK2.78K$1.08M0.1%Held
Valero Energy Corp6.63K$1.08M0.1%Held
D R Horton Inc7.33K$1.06M0.1%Held
Fair Isaac CorpFICO605$1.02M0.1%Held
Oneok Inc /New/OKE13.9K$1.02M0.1%Held
Baker Hughes Company22.4K$1.02M0.1%Held
Prudential Finl Inc8.99K$1.02M0.1%Held
Medtronic PlcMDT10.3K$991.9K0.1%Held
Kroger CoKR15.8K$986.4K0.1%Held
Nucor CorpNUE6.05K$986.2K0.1%Held
Unitedhealth Group IncUNH2.98K$985.4K0.1%Held
Stryker CorpSYK2.8K$983.8K0.1%Held
Marathon Pete Corp6.02K$979.5K0.1%Held
Sysco CorpSYY13.1K$963.2K0.1%Held
Tractor Supply Co19K$952.6K0.1%Held
Xylem Inc.XYL6.99K$951.5K0.1%Held
Altria Group, Inc.MO16.3K$940.8K0.1%Held
Canadian Pacific Kansas City9.21K$931.2K0.1%Held
Take-Two Interactive Softwar3.63K$928.4K0.1%Held
Martin Marietta Matls Inc1.49K$925.9K0.1%Held
Agilent Technologies, Inc.A6.78K$922.4K0.1%Held
General Mtrs Co11.3K$918.4K0.1%Held
Fiserv IncFISV13.6K$915.6K0.1%Held
Price T Rowe Group IncTROW8.93K$914.6K0.1%Held
Cognizant Technology Solutio11K$913K0.1%Held
Exelon CorpEXC20.9K$909.8K0.1%Held
CARRIER GLOBAL CorpCARR17.2K$906.6K0.1%Held
Philip Morris Intl Inc5.59K$896.3K0.1%Held
Arch Cap Group Ltd9.33K$894.9K0.1%Held
Nokia Corp137.7K$891.1K0.1%Held
Ferguson Enterprises Inc4K$890.7K0.1%Held
Iqvia Hldgs Inc3.94K$887.9K0.1%Held
Diageo Plc10.3K$886.5K0.1%Held
Axon Enterprise, Inc.AXON1.56K$883.7K0.1%Held
Telefonica Brasil Sa74.5K$883K0.1%Held
Kimberly Clark CorpKMB8.67K$874.5K0.1%Held
Ingersoll Rand Inc.IR10.9K$866K0.1%Held
Paychex IncPAYX7.67K$860.5K0.1%Held
Dollar Gen Corp New6.42K$852K0.1%Held
Targa Res Corp4.6K$848.7K0.1%Held
Hewlett Packard Enterprise C35K$840.4K0.1%Held
Crown Castle Inc.CCI9.45K$839.8K0.1%Held
Fidelity Natl Information Sv12.6K$838.3K0.1%Held
Keurig Dr Pepper Inc.KDP29.8K$834.2K0.1%Held
Dover CorpDOV4.18K$815.5K0.1%Held
Ulta Beauty, Inc.ULTA1.34K$812.5K0.1%Held
Synchrony Financial9.72K$811.4K0.1%Held
Palantir Technologies Inc.PLTR4.56K$810.7K0.1%Held
NIKE, Inc.NKE12.7K$809.2K0.1%Held
Lyondellbasell Industries N18.4K$798.1K0.1%Held
Edison Intl13.3K$798.1K0.1%Held
Boston Scientific CorpBSX8.3K$791.3K0.1%Held
Ppg Inds Inc7.67K$785.4K0.1%Held
Humana IncHUM3.06K$784.3K0.1%Held
Willis Towers Watson PlcWTW2.38K$782.1K0.1%Held
RTX CorpRTX4.26K$780.7K0.1%Held
Alnylam Pharmaceuticals, Inc.ALNY1.96K$778.6K0.1%Held
Lauder Estee Cos Inc7.3K$764.8K0.1%Held
Iron Mtn Inc Del9.18K$761.3K0.1%Held
lululemon athletica inc.LULU3.65K$758.1K0.1%Held
Cms Energy Corp10.8K$757.3K0.1%Held
Cme Group Inc.CME2.74K$747.1K0.1%Held
Walmart Inc.WMT6.69K$745.4K0.1%Held
Regions Financial Corp New27.5K$745.3K0.1%Held
Steel Dynamics IncSTLD4.38K$742.9K0.1%Held
Hubbell IncHUBB1.67K$742.6K0.1%Held
Broadridge Finl Solutions In3.32K$740.3K0.1%Held
Mettler Toledo International Inc/MTD526$733.3K0.1%Held
Nrg Energy, Inc.NRG4.6K$732.2K0.1%Held
Regeneron Pharmaceuticals, Inc.REGN947$731K0.1%Held
Biogen Inc.BIIB4.12K$725.1K0.1%Held
Waste Mgmt Inc Del3.29K$723.1K0.1%Held
Applovin CorpAPP1.07K$722.3K0.1%Held
Honeywell Intl Inc3.69K$720.4K0.1%Held
Gartner IncIT2.82K$711.7K0.1%Held
First Solar, Inc.FSLR2.72K$711.6K0.1%Held
Veralto CorpVLTO7.11K$709.3K0.1%Held
Kla CorpKLAC578$702.3K0.1%Held
Sanofi Sa14.5K$700.7K0.1%Held
Citizens Finl Group Inc12K$700.6K0.1%Held
Garmin LtdGRMN3.42K$693.5K0.1%Held
Teva Pharmaceutical Inds Ltd22.2K$693.2K0.1%Held
Mccormick & Co Inc10.1K$688.7K0.1%Held
Genuine Parts CoGPC5.58K$685.5K0.1%Held
Expeditors Intl Wash Inc4.55K$678.3K0.1%Held
Pulte Group Inc5.77K$676.5K0.1%Held
Old Dominion Freight Line In4.31K$676.4K0.1%Held
STERIS plcSTE2.67K$676.1K0.1%Held
Duke Energy Corp New5.75K$674.3K0.1%Held
Cheniere Energy, Inc.LNG3.43K$667.5K0.1%Held
Chubb Limited2.11K$659.5K0.1%Held
General Mls IncGIS14.2K$658.1K0.1%Held
EMCOR Group, Inc.EME1.07K$655.8K0.1%Held
Huntington Bancshares Inc37.8K$655.2K0.1%Held
Apollo Global Mgmt Inc4.52K$654K0.1%Held
Canadian Natl Ry Co4.81K$652.8K0.1%Held
Sba Communications Corp NewSBAC3.37K$652.2K0.1%Held
Sherwin Williams CoSHW2.01K$651.9K0.1%Held
Northern Tr Corp4.73K$646.3K0.1%Held
West Pharmaceutical Svsc Inc2.34K$643K0.1%Held
Dexcom IncDXCM9.45K$626.9K0.1%Held
Eversource EnergyES9.3K$625.9K0.1%Held
Darden Restaurants IncDRI3.39K$623.6K0.1%Held
Aon plcAON1.75K$617.2K0.1%Held
Hp IncHPQ27.7K$617K0.1%Held
Quest Diagnostics IncDGX3.53K$613.3K0.1%Held
Zscaler, Inc.ZS2.72K$611.8K0.1%Held
NetApp, Inc.NTAP5.7K$610K0.1%Held
Waters Corp1.6K$607.7K0.1%Held
Unilever Plc9.28K$607K0.1%Held
Incyte CorpINCY6.05K$597.8K0.1%Held
Williams Sonoma IncWSM3.34K$596.7K0.1%Held
Labcorp Holdings Inc.LH2.38K$596.6K0.1%Held
Clorox Co Del5.9K$595.1K0.1%Held
Fortive CorpFTV10.7K$592.3K0.1%Held
Trimble Inc.TRMB7.55K$591.5K0.1%Held
Motorola Solutions, Inc.MSI1.54K$588.8K0.1%Held
Parker-Hannifin CorpPH667$586.3K0.1%Held
Weyerhaeuser Co Mtn BeWY24.7K$585.3K0.1%Held
Lockheed Martin CorpLMT1.21K$585.2K0.1%Held
Church & Dwight Co Inc6.98K$584.9K0.1%Held
Southern Co6.7K$584.6K0.1%Held
Hunt J B Trans Svcs Inc3.01K$584.6K0.1%Held
Hologic Inc7.84K$584.2K0.1%Held
Mckesson CorpMCK711$583.2K0.1%Held
International Paper Co14.8K$582.7K0.1%Held
Insulet CorpPODD2.04K$581K0.1%Held
Hormel Foods Corp24.3K$576.9K0.1%Held
Exxon Mobil Corp4.75K$571.5K0.1%Held
Nvr IncNVR78$568.8K0.1%Held
International Flavors&Fragra8.4K$565.9K0.1%Held
C. H. Robinson Worldwide, Inc.CHRW3.51K$564.9K0.1%Held
Gallagher Arthur J & Co2.18K$564.4K0.1%Held
Carnival Corp Ltd.CCL18.3K$560.2K0.1%Held
Bunge Global SaBG6.28K$559.6K0.1%Held
Charter Communications Inc N2.66K$556.1K0.1%Held
Ross Stores, Inc.ROST3.09K$555.9K0.1%Held
Aptiv PlcAPTV7.29K$554.3K0.1%Held
Ptc Inc.PTC3.18K$553.6K0.1%Held
Deckers Outdoor CorpDECK5.31K$550.8K0.1%Held
Wipro LtdWIT193.9K$550.6K0.1%Held
Nisource Inc.NI13.1K$548.3K0.1%Held
Copart IncCPRT13.9K$545.2K0.1%Held
Wells Fargo Co New5.83K$543K0.1%Held
PENTAIR plcPNR5.21K$542K0.1%Held
Coupang, Inc.CPNG23K$542K0.1%Held
Northrop Grumman Corp934$532.6K0.1%Held
Keycorp25.7K$530.3K0.1%Held
Smurfit Westrock PlcSW13.7K$530.2K0.1%Held
Citigroup Inc4.51K$526.9K0.1%Held
Smucker J M Co5.38K$526.5K0.1%Held
Allegion plcALLE3.3K$524.9K0.1%Held
Howmet Aerospace Inc.HWM2.55K$522.6K0.1%Held
Lennox Intl Inc1.07K$518.6K0.1%Held
Monolithic Pwr Sys Inc572$518.4K0.1%Held
Emerson Elec Co3.88K$515.1K0.1%Held
Mondelez Intl Inc9.54K$513.7K0.1%Held
Kinder Morgan Inc Del18.7K$513.3K0.1%Held
Dominion Energy, IncD8.73K$511.7K0.1%Held
DoorDash, Inc.DASH2.25K$510.3K0.1%Held
Omnicom Group Inc.OMC6.32K$509.9K0.1%Held
Idex Corp2.87K$509.8K0.1%Held
Cvs Health CorpCVS6.4K$508.1K0.1%Held
Cooper Cos Inc6.19K$507.1K0.1%Held
Hershey CoHSY2.77K$503.9K0.1%Held
Royal Caribbean Group1.8K$501.5K0.1%Held
Vulcan Matls Co1.74K$494.8K0.1%Held
Tyson Foods, Inc.TSN8.4K$492.3K0.1%Held
Zimmer Biomet Holdings, Inc.ZBH5.46K$490.6K0.1%Held
Republic Svcs Inc2.27K$481.5K0.1%Held
Veeva Sys Inc2.12K$473.2K0.0%Held
Fedex CorpFDX1.57K$454.4K0.0%Held
Norfolk Southn Corp1.56K$450.7K0.0%Held
Evergy, Inc.EVRG6.06K$439.4K0.0%Held
Devon Energy Corp New11.8K$433.7K0.0%Held
Ge Healthcare Technologies I5.27K$431.9K0.0%Held
Fox Corp5.85K$427.2K0.0%Held
Invitation Homes Inc.INVH15.4K$427.1K0.0%Held
Wec Energy Group, Inc.WEC4.03K$424.7K0.0%Held
Corning Inc4.84K$423.7K0.0%Held
Fastenal CoFAST10.6K$423.4K0.0%Held
Roper Technologies IncROP943$419.8K0.0%Held
Chipotle Mexican Grill IncCMG11.3K$417.6K0.0%Held
Dollar Tree, Inc.DLTR3.37K$414.9K0.0%Held
Solventum CorpSOLV5.23K$414.3K0.0%Held
Cincinnati Finl Corp2.53K$413.2K0.0%Held
Interactive Brokers Group In6.42K$413K0.0%Held
T-Mobile Us Inc2.03K$411.6K0.0%Held
Public Svc Enterprise Grp In5.06K$406.5K0.0%Held
Novo-Nordisk A S7.99K$406.4K0.0%Held
Microchip Technology Inc.6.35K$404.6K0.0%Held
Block Inc6.21K$404K0.0%Held
Dte Energy Co3.12K$402.8K0.0%Held
Healthpeak Properties, Inc.DOC25K$402.3K0.0%Held
Simon Ppty Group Inc New2.17K$401.9K0.0%Held
Eog Res Inc3.83K$401.9K0.0%Held
Hubspot IncHUBS1K$401.7K0.0%Held
Ishares Tr6.68K$401.4K0.0%Held
Cardinal Health IncCAH1.95K$401.1K0.0%Held
Dominos Pizza IncDPZ961$400.6K0.0%Held
Lpl Finl Hldgs Inc1.11K$398.2K0.0%Held
L3harris Technologies Inc1.35K$397.8K0.0%Held
Brookfield Corp8.64K$396.5K0.0%Held
Paccar IncPCAR3.59K$393K0.0%Held
Public Storage Oper Co1.51K$392.4K0.0%Held
General Dynamics CorpGD1.16K$389.2K0.0%Held
Masco Corp6.03K$382.5K0.0%Held
Vici Pptys Inc13.6K$382.3K0.0%Held
MSCI Inc.MSCI666$382.1K0.0%Held
Xcel Energy Inc5.16K$381.3K0.0%Held
Otis Worldwide CorpOTIS4.3K$375.3K0.0%Held
Live Nation Entertainment In2.63K$374.5K0.0%Held
Ventas, Inc.VTR4.83K$374.1K0.0%Held
Extra Space Storage Inc.EXR2.85K$371.1K0.0%Held
Carvana Co.CVNA876$369.7K0.0%Held
BXP, Inc.BXP5.43K$366.6K0.0%Held
Snap-on IncSNA1.06K$365.6K0.0%Held
M & T Bk Corp1.81K$364.5K0.0%Held
At&T Inc14.6K$362.7K0.0%Held
Equifax IncEFX1.67K$361.5K0.0%Held
Kraft Heinz CoKHC14.9K$361.1K0.0%Held
Coterra Energy Inc13.7K$361.1K0.0%Held
Factset Resh Sys Inc1.24K$361K0.0%Held
Centene Corp Del8.72K$359K0.0%Held
Lennar Corp3.49K$358.9K0.0%Held
Coinbase Global, Inc.COIN1.58K$358.4K0.0%Held
Twilio IncTWLO2.52K$358.3K0.0%Held
Tapestry, Inc.TPR2.8K$357.2K0.0%Held
Centerpoint Energy IncCNP9.23K$353.9K0.0%Held
Wabtec1.64K$350.3K0.0%Held
Global Pmts Inc4.52K$349.6K0.0%Held
Eqt CorpEQT6.52K$349.5K0.0%Held
Brown Forman Corp13.4K$349K0.0%Held
Equity ResidentialEQR5.53K$348.5K0.0%Held
Entergy Corp New3.77K$348.3K0.0%Held
Comfort Sys Usa Inc369$344.4K0.0%Held
Brown & Brown, Inc.BRO4.31K$343.7K0.0%Held
Datadog, Inc.DDOG2.52K$343.2K0.0%Held
Firstenergy CorpFE7.66K$342.7K0.0%Held
Pg&E Corp21.3K$341.5K0.0%Held
Costar Group, Inc.CSGP5.07K$340.9K0.0%Held
Kkr & Co Inc2.65K$337.9K0.0%Held
Viatris IncVTRS27K$336.5K0.0%Held
DuPont de Nemours, Inc.DD8.32K$334.3K0.0%Held
Anglogold Ashanti PlcAU3.9K$332.5K0.0%Held
Henry Jack & Assoc Inc1.82K$331.4K0.0%Held
Packaging Corp Amer1.6K$330K0.0%Held
Diamondback Energy, Inc.FANG2.18K$328.2K0.0%Held
Verisk Analytics, Inc.VRSK1.45K$325K0.0%Held
Freeport-Mcmoran IncFCX6.38K$323.9K0.0%Held
Texas Pacific Land Corporati1.13K$323.4K0.0%Held
Tyler Technologies IncTYL712$323.2K0.0%Held
Crowdstrike Hldgs Inc688$322.5K0.0%Held
Hecla Mng Co16.8K$322.3K0.0%Held
Rollins IncROL5.35K$321.2K0.0%Held
Corteva, Inc.CTVA4.77K$319.9K0.0%Held
Mid-Amer Apt Cmntys Inc2.3K$319.2K0.0%Held
Las Vegas Sands CorpLVS4.89K$318.2K0.0%Held
Erie Indty Co1.11K$318.2K0.0%Held
Akamai Technologies IncAKAM3.63K$317.1K0.0%Held
Sandisk CorpSNDK1.33K$316.7K0.0%Held
Everest Group, Ltd.EG931$315.9K0.0%Held
Robinhood Mkts Inc2.79K$315.7K0.0%Held
Camden Ppty Tr2.87K$315.4K0.0%Held
Qnity Electronics, Inc.Q3.86K$315K0.0%Held
Resmed Inc1.3K$313.9K0.0%Held
Norwegian Cruise Line Hldg L14.1K$313.8K0.0%Held
On Semiconductor CorpON5.79K$313.5K0.0%Held
APA CorpAPA12.8K$311.9K0.0%Held
Teradyne, IncTER1.61K$311.6K0.0%Held
Charles Riv Labs Intl Inc1.56K$310.8K0.0%Held
Assurant Inc1.29K$309.7K0.0%Held
Ford Mtr Co23.5K$308.9K0.0%Held
Regency Ctrs Corp4.46K$307.7K0.0%Held
Blackstone Inc.BX1.99K$307.4K0.0%Held
CDW CorpCDW2.25K$307K0.0%Held
Bio-Techne CorpTECH5.21K$306.2K0.0%Held
Jabil IncJBL1.34K$305.5K0.0%Held
Host Hotels & Resorts, Inc.HST17.2K$305.1K0.0%Held
Nordson CorpNDSN1.27K$305.1K0.0%Held
Epam Sys Inc1.48K$303.6K0.0%Held
Essex Ppty Tr Inc1.15K$302K0.0%Held
Huntington Ingalls Inds Inc883$300.3K0.0%Held
Globe Life Inc2.14K$299.7K0.0%Held
Jacobs Solutions Inc.J2.26K$299.4K0.0%Held
Cf Inds Hldgs Inc3.87K$299.1K0.0%Held
Pinnacle West Cap Corp3.36K$297.9K0.0%Held
Constellation Brands, Inc.STZ2.14K$295.4K0.0%Held
TransunionTRU3.44K$295.2K0.0%Held
Moderna, Inc.MRNA10K$294.8K0.0%Held
Southwest Airls Co7.12K$294.4K0.0%Held
Textron IncTXT3.38K$294.3K0.0%Held
Pan Amern Silver Corp5.65K$292.9K0.0%Held
TKO Group Holdings, Inc.TKO1.39K$290.9K0.0%Held
Conagra Brands Inc.CAG16.8K$290.1K0.0%Held
Federal Rlty Invt Tr New2.85K$287.1K0.0%Held
Molina Healthcare, Inc.MOH1.65K$287K0.0%Held
EXPAND ENERGY CorpEXE2.6K$286.6K0.0%Held
Dow Inc.DOW12.2K$285.8K0.0%Held
Ppl Corp8.09K$283.3K0.0%Held
Aes CorpAES19.8K$283.3K0.0%Held
Verisign Inc1.17K$283.3K0.0%Held
Molson Coors Beverage Co6.05K$282.2K0.0%Held
Leidos Holdings, Inc.LDOS1.56K$281.8K0.0%Held
Teledyne Technologies IncTDY549$280.4K0.0%Held
Dicks Sporting Goods Inc1.41K$279.5K0.0%Held
Mosaic Co NewMOS11.6K$279.4K0.0%Held
Universal Hlth Svcs Inc1.28K$278.6K0.0%Held
Loews CorpL2.64K$278K0.0%Held
Invesco Ltd.IVZ10.6K$277.4K0.0%Held
Transdigm Group IncTDG208$276.6K0.0%Held
Ishares Tr14.4K$275.3K0.0%Held
Stanley Black & Decker, Inc.SWK3.7K$275.1K0.0%Held
Smith A O CorpAOS4.11K$274.8K0.0%Held
Fifth Third Bancorp5.85K$273.8K0.0%Held
Paycom Software, Inc.PAYC1.71K$272.8K0.0%Held
GoDaddy Inc.GDDY2.19K$272.4K0.0%Held
Pool CorpPOOL1.18K$270.8K0.0%Held
Franklin Resources IncBEN11.3K$269K0.0%Held
Graco IncGGG3.28K$268.5K0.0%Held
Gen Digital Inc9.86K$268.1K0.0%Held
UDR, Inc.UDR7.27K$266.6K0.0%Held
The Campbells Company9.56K$266.5K0.0%Held
Paramount Skydance CorpPSKY19.8K$265.1K0.0%Held
Dayforce Inc3.83K$264.9K0.0%Held
Burlington Stores, Inc.BURL913$263.7K0.0%Held
Ralph Lauren CorpRL744$263.1K0.0%Held
Occidental Pete Corp6.36K$261.4K0.0%Held
F5, Inc.FFIV1.02K$261.4K0.0%Held
Trade Desk, Inc.TTD6.88K$261.1K0.0%Held
Amcor Plc31.3K$261K0.0%Held
Super Micro Computer Inc8.9K$260.5K0.0%Held
Dell Technologies Inc.DELL2.06K$260K0.0%Held
Kimco Rlty Corp12.7K$258.1K0.0%Held
Builders FirstSource, Inc.BLDR2.51K$258K0.0%Held
Hasbro, Inc.HAS3.14K$257.3K0.0%Held
Tutor Perini CorpTPC3.83K$257K0.0%Held
Henry Schein IncHSIC3.4K$256.6K0.0%Held
Hsbc Hldgs Plc3.26K$256.3K0.0%Held
Wynn Resorts LtdWYNN2.13K$256.2K0.0%Held
Corpay, Inc.CPAY850$255.8K0.0%Held
Revvity, Inc.RVTY2.63K$254.6K0.0%Held
Match Group Inc New7.88K$254.6K0.0%Held
Mgm Resorts InternationalMGM6.92K$252.7K0.0%Held
Zebra Technologies Corporati1.03K$249.4K0.0%Held
Davita Inc.DVA2.16K$245.5K0.0%Held
Pinterest, Inc.PINS9.44K$244.3K0.0%Held
Skyworks Solutions, Inc.SWKS3.83K$243K0.0%Held
Vistra Corp.VST1.5K$242K0.0%Held
Ares Management Corporation1.49K$241.5K0.0%Held
Docusign, Inc.DOCU3.49K$238.8K0.0%Held
Neurocrine Biosciences IncNBIX1.68K$237.7K0.0%Held
Fox Corp3.64K$236.2K0.0%Held
Equitable Hldgs Inc4.81K$229.2K0.0%Held
Essential Utils Inc5.9K$226.5K0.0%Held
Ionq Inc5.04K$226.1K0.0%Held
XP Inc.XP13.8K$225.9K0.0%Held
Generac Hldgs Inc1.65K$225K0.0%Held
Nvent Electric PlcNVT2.17K$221.1K0.0%Held
MongoDB, Inc.MDB496$208.2K0.0%Held
Banco Bilbao Vizcaya Argenta8.54K$199K0.0%Held
Royalty Pharma PLCRPRX5.13K$198.2K0.0%Held
Rivian Automotive Inc9.84K$193.9K0.0%Held
News Corp New7.29K$190.5K0.0%Held
Enlight Renewable Energy Ltd.ENLT1.24K$179.7K0.0%Held
Brookfield Renewable CorpBEPC4.65K$178.4K0.0%Held
Ferrari N.V.RACE470$173.7K0.0%Held
Chunghwa Telecom Co LtdCHT4.07K$169.6K0.0%Held
Bce Inc5.07K$165.9K0.0%Held
Totalenergies SeTTE2.48K$162.3K0.0%Held
Cemex Sab De Cv12.5K$143.3K0.0%Held
Lamb Weston Hldgs Inc3.31K$138.4K0.0%Held
Watsco Inc408$137.5K0.0%Held
Waste Connections, Inc.WCN735$128.9K0.0%Held
Grupo Cibest Sa2.01K$127.9K0.0%Held
Range Res Corp3.54K$124.7K0.0%Held
D-Wave Quantum Inc.QBTS4.56K$119.3K0.0%Held
Sumitomo Mitsui Finl Group I5.63K$108.9K0.0%Held
Cnh Indl N V11.7K$108.1K0.0%Held
Oklo Inc.OKLO1.5K$107.9K0.0%Held
Ing Groep N.V.3.78K$105.9K0.0%Held
Snowflake Inc.SNOW457$100.2K0.0%Held
Natera, Inc.NTRA430$98.5K0.0%Held
Caseys Gen Stores Inc176$97.3K0.0%Held
Reliance, Inc.RS326$94.2K0.0%Held
Fidelity National Financial, Inc.FNF1.72K$93.7K0.0%Held
International Seaways, Inc.INSW1.92K$93.2K0.0%Held
Northwestern Energy Group In1.34K$86.8K0.0%Held
Rpm Intl Inc829$86.2K0.0%Held
Draftkings Inc New2.49K$85.9K0.0%Held
Roblox CorpRBLX1.06K$85.6K0.0%Held
Flutter Entmt Plc395$84.9K0.0%Held
Lloyds Banking Group Plc14.6K$77.4K0.0%Held
Petroleo Brasileiro Sa Petro6.49K$76.9K0.0%Held
Lazard, Inc.LAZ1.55K$75.3K0.0%Held
Spotify Technology S.A.SPOT128$74.3K0.0%Held
Hawaiian Elec Industries6K$73.8K0.0%Held
Us Foods Hldg Corp975$73.4K0.0%Held
National Grid Plc940$72.7K0.0%Held
Unum Group932$72.2K0.0%Held
Virtu Finl Inc2.08K$69.1K0.0%Held
Jones Lang Lasalle IncJLL205$69K0.0%Held
News Corp New2.29K$67.8K0.0%Held
East West Bancorp IncEWBC590$66.3K0.0%Held
Rocket Cos Inc3.37K$65.2K0.0%Held
Manulife Finl Corp1.3K$65.2K0.0%Held
Crane Company349$64.4K0.0%Held
San Juan Basin Rty Tr11.4K$64.2K0.0%Held
Itt Inc.ITT367$63.7K0.0%Held
Lincoln Elec Hldgs Inc265$63.5K0.0%Held
BWX Technologies, Inc.BWXT365$63.1K0.0%Held
Acuity Inc174$62.6K0.0%Held
Performance Food Group CoPFGC689$62K0.0%Held
SoFi Technologies, Inc.SOFI2.35K$61.6K0.0%Held
Sprouts Fmrs Mkt Inc768$61.2K0.0%Held
Cloudflare, Inc.NET310$61.1K0.0%Held
Nio Inc11.7K$59.6K0.0%Held
Carlisle Cos Inc180$57.6K0.0%Held
United Therapeutics Corp Del117$57K0.0%Held
Lamar Advertising Co/NewLAMR450$57K0.0%Held
Okta, Inc.OKTA646$55.9K0.0%Held
Commercial Metals CoCMC786$54.4K0.0%Held
Reinsurance Grp Of America I263$53.5K0.0%Held
Dole PlcDOLE3.56K$53.4K0.0%Held
Wesco Intl Inc213$52.1K0.0%Held
Fluor Corp NewFLR1.31K$51.9K0.0%Held
Woodside Energy Group Ltd3.22K$50.3K0.0%Held
Sun Cmntys Inc401$49.7K0.0%Held
Owens Corning New438$49K0.0%Held
Vertiv Holdings CoVRT299$48.4K0.0%Held
Omega Healthcare Invs Inc1.06K$47K0.0%Held
Service Corp Intl594$46.3K0.0%Held
Western Alliance Bancorp540$45.4K0.0%Held
Curtiss Wright CorpCW82$45.2K0.0%Held
Biomarin Pharmaceutical IncBMRN753$44.8K0.0%Held
Manhattan Associates IncMANH256$44.4K0.0%Held
Exelixis, Inc.EXEL1.01K$44.2K0.0%Held
Oshkosh CorpOSK348$43.7K0.0%Held
Topbuild Corp103$43K0.0%Held
Comerica Inc491$42.7K0.0%Held
XPO, Inc.XPO314$42.7K0.0%Held
Zions Bancorporation N A712$41.7K0.0%Held
Wp Carey Inc642$41.3K0.0%Held
Procore Technologies, Inc.PCOR560$40.7K0.0%Held
Commerce Bancshares Inc773$40.4K0.0%Held
Inspire Med Sys Inc433$39.9K0.0%Held
Taylor Morrison Home Corp678$39.9K0.0%Held
Nutanix, Inc.NTNX762$39.4K0.0%Held
Qorvo, Inc.QRVO461$39K0.0%Held
Caci Intl Inc73$38.9K0.0%Held
Heico Corp New115$37.2K0.0%Held
Equity Lifestyle Pptys IncELS613$37.2K0.0%Held
Ss&C Technologies Hldgs Inc425$37.2K0.0%Held
Teleflex IncTFX304$37.1K0.0%Held
American Homes 4 Rent1.14K$36.7K0.0%Held
Webster Finl Corp583$36.7K0.0%Held
Mgic Invt Corp Wis1.24K$36.3K0.0%Held
Lkq CorpLKQ1.18K$35.7K0.0%Held
Five Below, IncFIVE186$35K0.0%Held
Morningstar, Inc.MORN160$34.8K0.0%Held
Applied Indl Technologies In133$34.1K0.0%Held
Lithia Mtrs Inc102$33.9K0.0%Held
Illumina, Inc.ILMN257$33.7K0.0%Held
Orix Corp1.15K$33.6K0.0%Held
Clean Harbors IncCLH143$33.5K0.0%Held
Magnum Ice Cream Co Nv2.09K$33.1K0.0%Held
Wayfair Inc.W328$32.9K0.0%Held
Voya Financial Inc441$32.9K0.0%Held
ExlService Holdings, Inc.EXLS773$32.8K0.0%Held
Ugi Corp New876$32.8K0.0%Held
Markel Group Inc.MKL15$32.2K0.0%Held
Rocket Lab CorpRKLB454$31.7K0.0%Held
Lincoln Natl Corp Ind703$31.3K0.0%Held
Gap IncGAP1.21K$31K0.0%Held
Nnn Reit, Inc.NNN779$30.9K0.0%Held
Timken CoTKR364$30.6K0.0%Held
Rexford Indl Rlty Inc789$30.6K0.0%Held
Royal Gold IncRGLD137$30.5K0.0%Held
Unity Software Inc.U688$30.4K0.0%Held
Littelfuse Inc120$30.4K0.0%Held
Primerica, Inc.PRI116$30K0.0%Held
Brunswick Corp402$29.8K0.0%Held
Genpact Limited637$29.8K0.0%Held
Murphy USA Inc.MUSA73$29.5K0.0%Held
Solstice Advanced Matls Inc605$29.4K0.0%Held
Coherent Corp.COHR157$29K0.0%Held
Thor Inds Inc281$28.8K0.0%Held
Gaming & Leisure Pptys Inc645$28.8K0.0%Held
Macys Inc1.31K$28.8K0.0%Held
Snap IncSNAP3.56K$28.8K0.0%Held
Radian Group IncRDN792$28.5K0.0%Held
DT Midstream, Inc.DTM238$28.5K0.0%Held
Simpson Mfg Inc176$28.4K0.0%Held
Lumentum Hldgs Inc77$28.4K0.0%Held
Zillow Group Inc413$28.2K0.0%Held
Fulton Finl Corp Pa1.44K$27.9K0.0%Held
Fortune Brands Innovations I555$27.8K0.0%Held
NOV Inc.NOV1.76K$27.6K0.0%Held
Moelis & CoMC400$27.5K0.0%Held
Planet Fitness, Inc.PLNT251$27.2K0.0%Held
Lattice Semiconductor CorpLSCC370$27.2K0.0%Held
Sony Group Corp1.05K$26.9K0.0%Held
Trex Co IncTREX764$26.8K0.0%Held
Guardant Health, Inc.GH261$26.7K0.0%Held
First Amern Finl Corp433$26.6K0.0%Held
Dynatrace, Inc.DT609$26.4K0.0%Held
Ishares Inc762$26.2K0.0%Held
Ralliant CorpRAL513$26.1K0.0%Held
Exact Sciences Corp257$26.1K0.0%Held
Hf Sinclair CorpDINO565$26K0.0%Held
Old Rep Intl Corp568$25.9K0.0%Held
Evercore Inc.EVR76$25.9K0.0%Held
Zurn Elkay Water Solns Corp556$25.8K0.0%Held
Kinross Gold Corp917$25.8K0.0%Held
Kinsale Cap Group Inc65$25.4K0.0%Held
Janus Henderson Group Plc530$25.2K0.0%Held
Option Care Health, Inc.OPCH788$25.1K0.0%Held
Bank Ozk Little Rock Ark543$25K0.0%Held
ONE Gas, Inc.OGS323$25K0.0%Held
Portland Gen Elec Co514$24.7K0.0%Held
Nomura Hldgs Inc2.94K$24.7K0.0%Held
Coca Cola Cons Inc159$24.4K0.0%Held
Halozyme Therapeutics, Inc.HALO362$24.4K0.0%Held
Artisan Partners Asset Mgmt594$24.2K0.0%Held
Synovus Finl Corp476$23.8K0.0%Held
PJT Partners Inc.PJT141$23.6K0.0%Held
Core & Main, Inc.CNM446$23.2K0.0%Held
Toast, Inc.TOST644$22.9K0.0%Held
Stifel Finl Corp181$22.7K0.0%Held
Kb Finl Group Inc261$22.5K0.0%Held
Southstate Bk Corp238$22.4K0.0%Held
Autonation, Inc.AN108$22.3K0.0%Held
Rentokil Initial Plc756$22.3K0.0%Held
SPX Technologies, Inc.SPXC110$22K0.0%Held
Eastgroup Pptys Inc123$21.9K0.0%Held
Zoom Communications, Inc.ZM252$21.7K0.0%Held
Sei Invts Co265$21.7K0.0%Held
Flowserve CorpFLS309$21.4K0.0%Held
Brixmor Ppty Group Inc808$21.2K0.0%Held
Woodward, Inc.WWD69$20.9K0.0%Held
Onemain Hldgs Inc300$20.3K0.0%Held
Oge Energy Corp.OGE474$20.2K0.0%Held
Rigetti Computing Inc912$20.2K0.0%Held
Kb HomeKBH358$20.2K0.0%Held
Marketaxess Hldgs Inc111$20.1K0.0%Held

Positions as of Q4 2025. 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.