WEDGE CAPITAL MANAGEMENT L L P/NC

Portfolio Overview

WEDGE CAPITAL MANAGEMENT L L P/NC disclosed 484 positions worth $6.1B in its Form 13F-HR for Q2 2026, led by $KLAC (KLA CORP) at 1.8% of the equity portfolio, followed by $AMAT and $LRCX. During the quarter the fund opened 35 new positions and exited 77 — including a new stake in $YOU and a full exit from $CTSH. The portfolio is most concentrated in Technology (34.0% of disclosed assets). All figures are sourced directly from WEDGE CAPITAL MANAGEMENT L L P/NC’s Form 13F-HR filing with the SEC under CIK 1015308.

• 

  KLA CORP

  $KLAC

  84.4#13

  Quality

  $108.4M359,277 sh
• 

  APPLIED MATERIALS INC /DE

  $AMAT

  74.8#147

  Quality

  $101.0M139,749 sh
• 

  LAM RESEARCH CORP

  $LRCX

  82.4#23

  Quality

  $95.5M220,495 sh
• 

  AMPHENOL CORP /DE/

  $APH

  80.5

  Quality

  $93.2M528,324 sh
• 

  Alphabet Inc.

  $GOOG

  80.2

  Quality

  $83.4M233,449 sh
• 

  Dell Technologies Inc.

  $DELL

  76.0

  Quality

  $82.9M192,093 sh
• 

  DROPBOX, INC.

  $DBX

  65.8

  Quality

  $82.6M3,005,173 sh
• 

  Clear Secure, Inc.

  $YOU

  74.0

  Quality

  $82.5M1,481,104 sh
• 

  Arista Networks, Inc.

  $ANET

  86.0

  Quality

  $82.4M485,198 sh
• 

  JABIL INC

  $JBL

  51.9

  Quality

  $81.8M212,241 sh

Company	Quality	Value	Shares
KLA CORP$KLAC	84.4#13	$108.4M	359,277
APPLIED MATERIALS INC /DE$AMAT	74.8#147	$101.0M	139,749
LAM RESEARCH CORP$LRCX	82.4#23	$95.5M	220,495
AMPHENOL CORP /DE/$APH	80.5	$93.2M	528,324
Alphabet Inc.$GOOG	80.2	$83.4M	233,449
Dell Technologies Inc.$DELL	76.0	$82.9M	192,093
DROPBOX, INC.$DBX	65.8	$82.6M	3,005,173
Clear Secure, Inc.$YOU	74.0	$82.5M	1,481,104
Arista Networks, Inc.$ANET	86.0	$82.4M	485,198
JABIL INC$JBL	51.9	$81.8M	212,241

Showing top 10 of 484 holdings.

Full Holdings — WEDGE CAPITAL MANAGEMENT L L P/NC (Q2 2026)

All 484 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$KLAC	KLA CORP	$108.4M	1.8%	+782%	84.4
2	$AMAT	APPLIED MATERIALS INC /DE	$101.0M	1.7%	-18%	74.8
3	$LRCX	LAM RESEARCH CORP	$95.5M	1.6%	-16%	82.4
4	$APH	AMPHENOL CORP /DE/	$93.2M	1.5%	+25%	80.5
5	$GOOG	Alphabet Inc.	$83.4M	1.4%	+12%	80.2
6	$DELL	Dell Technologies Inc.	$82.9M	1.4%	-52%	76
7	$DBX	DROPBOX, INC.	$82.6M	1.4%	+26%	65.8
8	$YOU	Clear Secure, Inc.	$82.5M	1.4%	NEW	74
9	$ANET	Arista Networks, Inc.	$82.4M	1.4%	+12%	86
10	$JBL	JABIL INC	$81.8M	1.4%	-7%	51.9
11	$KEYS	Keysight Technologies, Inc.	$80.6M	1.3%	+12%	72.3
12	$CW	CURTISS WRIGHT CORP	$80.0M	1.3%	+17%	70.7
13	$TXN	TEXAS INSTRUMENTS INC	$79.3M	1.3%	-12%	70.4
14	$SNX	TD SYNNEX CORP	$77.8M	1.3%	-25%	55.2
15	$SSNC	SS&C Technologies Holdings Inc	$77.6M	1.3%	+51%	67.2
16	$LMT	LOCKHEED MARTIN CORP	$75.6M	1.3%	+55%	65
17	$MSFT	MICROSOFT CORP	$75.3M	1.2%	+32%	83.7
18	$STX	Seagate Technology Holdings plc	$74.9M	1.2%	-45%	—
19	$CPAY	CORPAY, INC.	$74.2M	1.2%	+22%	67.1
20	$FN	Fabrinet	$72.4M	1.2%	+11%	72.4
21	$ARW	ARROW ELECTRONICS, INC.	$72.3M	1.2%	NEW	51.4
22	$CSCO	CISCO SYSTEMS, INC.	$71.9M	1.2%	-21%	72.3
23	$NXT	Nextpower Inc.	$71.6M	1.2%	+20%	74.8
24	$NTAP	NetApp, Inc.	$70.8M	1.2%	-19%	75
25	$TEL	TE Connectivity plc	$70.4M	1.2%	+31%	—
26	$ADSK	Autodesk, Inc.	$68.8M	1.1%	+50%	76.4
27	$LTH	Life Time Group Holdings, Inc.	$43.2M	0.7%	-16%	67.8
28	$RPRX	Royalty Pharma plc	$43.2M	0.7%	-14%	—
29	—	Carnival Corp Ltd Common Share - COM	$41.5M	0.7%	NEW	—
30	$DVA	DAVITA INC.	$41.4M	0.7%	-23%	57.5
31	$THC	TENET HEALTHCARE CORP	$41.4M	0.7%	+38%	66.6
32	$EXPE	Expedia Group, Inc.	$40.0M	0.7%	+27%	65.7
33	$RGA	REINSURANCE GROUP OF AMERICA INC	$38.2M	0.6%	+965%	53.3
34	$ALLY	Ally Financial Inc.	$37.7M	0.6%	-5%	69.3
35	$SYF	Synchrony Financial	$37.7M	0.6%	+4%	—
36	$RL	RALPH LAUREN CORP	$37.6M	0.6%	-0%	76.6
37	$PFG	PRINCIPAL FINANCIAL GROUP INC	$37.4M	0.6%	-11%	50.6
38	$VSXY	Victoria's Secret & Co.	$37.3M	0.6%	NEW	46.8
39	$TROW	PRICE T ROWE GROUP INC	$36.5M	0.6%	+2%	75.8
40	$VLY	VALLEY NATIONAL BANCORP	$36.4M	0.6%	-5%	—
41	$TPR	TAPESTRY, INC.	$36.4M	0.6%	+1%	76.4
42	$ZION	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$36.3M	0.6%	-4%	57.8
43	$VOYA	Voya Financial, Inc.	$36.2M	0.6%	-9%	62.4
44	$MUSA	Murphy USA Inc.	$36.2M	0.6%	NEW	53.2
45	$C	CITIGROUP INC	$35.6M	0.6%	-7%	54.8
46	$TSN	TYSON FOODS, INC.	$35.6M	0.6%	+11%	51.9
47	$GRMN	GARMIN LTD	$35.4M	0.6%	-1%	—
48	$STT	STATE STREET CORP	$35.4M	0.6%	-17%	61.5
49	$PFH	PRUDENTIAL FINANCIAL INC	$35.1M	0.6%	+9%	58.6
50	$FOX	Fox Corp	$35.0M	0.6%	NEW	65.1
51	$UNM	Unum Group	$34.9M	0.6%	-7%	49.5
52	$BOOT	Boot Barn Holdings, Inc.	$34.9M	0.6%	+8%	73.5
53	$BEN	FRANKLIN RESOURCES INC	$34.9M	0.6%	-16%	59.9
54	$CASY	CASEYS GENERAL STORES INC	$34.9M	0.6%	-15%	59.9
55	$AN	AUTONATION, INC.	$34.7M	0.6%	+8%	51
56	$AER	AerCap Holdings N.V.	$34.7M	0.6%	+5%	—
57	$URBN	URBAN OUTFITTERS INC	$34.6M	0.6%	-4%	63.6
58	$MET	METLIFE INC	$34.5M	0.6%	-1%	73.9
59	$DDS	DILLARD'S, INC.	$34.5M	0.6%	+6%	67.7
60	$HIG	HARTFORD INSURANCE GROUP, INC.	$34.4M	0.6%	+10%	69.5
61	$HAS	HASBRO, INC.	$34.3M	0.6%	+15%	43.1
62	$DIS	Walt Disney Co	$33.9M	0.6%	+9%	68.9
63	$AMP	AMERIPRISE FINANCIAL INC	$33.9M	0.6%	+14%	70.2
64	$ABBV	AbbVie Inc.	$33.9M	0.6%	+7%	59.3
65	$GM	General Motors Co	$33.8M	0.6%	+5%	58.7
66	$FNF	Fidelity National Financial, Inc.	$33.6M	0.6%	+23%	69.7
67	$NYT	NEW YORK TIMES CO	$33.5M	0.6%	+8%	71.3
68	$CAH	CARDINAL HEALTH INC	$33.2M	0.6%	+1%	58.6
69	$F	FORD MOTOR CO	$33.0M	0.5%	-11%	58.5
70	$OSCR	Oscar Health, Inc.	$32.9M	0.5%	NEW	70.4
71	$LVS	LAS VEGAS SANDS CORP	$32.8M	0.5%	+17%	73.7
72	$GS	GOLDMAN SACHS GROUP INC	$32.6M	0.5%	-12%	—
73	$RVTY	REVVITY, INC.	$32.5M	0.5%	-1%	52.4
74	$IVZ	Invesco Ltd.	$31.9M	0.5%	-2%	—
75	$JXN	Jackson Financial Inc.	$31.8M	0.5%	+6%	67.5
76	$GIL	Gildan Activewear Inc.	$31.6M	0.5%	+14%	—
77	$HALO	HALOZYME THERAPEUTICS, INC.	$31.6M	0.5%	NEW	81.2
78	$HCA	HCA Healthcare, Inc.	$31.6M	0.5%	+22%	70.5
79	$CNC	CENTENE CORP	$31.3M	0.5%	-35%	52.7
80	$CVS	CVS HEALTH Corp	$31.2M	0.5%	-16%	51.3
81	$LH	LABCORP HOLDINGS INC.	$30.7M	0.5%	+2%	54.8
82	$JAZZ	Jazz Pharmaceuticals plc	$30.5M	0.5%	-21%	—
83	$BMY	BRISTOL MYERS SQUIBB CO	$30.4M	0.5%	+7%	70.1
84	$MO	ALTRIA GROUP, INC.	$30.1M	0.5%	-8%	72.1
85	$COR	Cencora, Inc.	$29.9M	0.5%	+31%	59.6
86	$REGN	REGENERON PHARMACEUTICALS, INC.	$29.8M	0.5%	+20%	75.1
87	$GEHC	GE HealthCare Technologies Inc.	$29.5M	0.5%	+28%	58.2
88	$VTRS	Viatris Inc	$29.5M	0.5%	-5%	47.1
89	$MCK	MCKESSON CORP	$29.4M	0.5%	+22%	63.7
90	$SOLV	Solventum Corp	$29.3M	0.5%	-1%	55.7
91	$ES	EVERSOURCE ENERGY	$25.5M	0.4%	+13%	67
92	$TKR	TIMKEN CO	$21.4M	0.3%	-14%	50.7
93	$POR	PORTLAND GENERAL ELECTRIC CO /OR/	$19.5M	0.3%	-15%	59.2
94	$GTES	Gates Industrial Corp plc	$19.0M	0.3%	+5%	—
95	$ALSN	Allison Transmission Holdings Inc	$16.5M	0.3%	+8%	68.5
96	$MATX	Matson, Inc.	$16.2M	0.3%	-5%	59.7
97	$SR	SPIRE INC	$16.2M	0.3%	-3%	42.7
98	$AYI	ACUITY INC. (DE)	$16.2M	0.3%	+9%	68.9
99	$ADT	ADT Inc.	$15.9M	0.3%	+18%	66.2
100	$MLI	MUELLER INDUSTRIES INC	$15.9M	0.3%	+2%	77.5
101	$OSK	OSHKOSH CORP	$15.5M	0.3%	+31%	53
102	$EVRG	Evergy, Inc.	$15.2M	0.3%	-17%	56.2
103	$MAS	MASCO CORP /DE/	$15.1M	0.3%	+7%	59.9
104	$DTB	DTE ENERGY CO	$15.1M	0.3%	-16%	—
105	$LEA	LEAR CORP	$15.0M	0.3%	-1%	50
106	$URI	UNITED RENTALS, INC.	$14.9M	0.3%	-8%	70.7
107	$ED	CONSOLIDATED EDISON INC	$14.8M	0.2%	NEW	71.6
108	$UGI	UGI CORP /PA/	$14.6M	0.2%	-3%	70.3
109	$PH	Parker-Hannifin Corp	$14.5M	0.2%	+17%	73.8
110	$FE	FIRSTENERGY CORP	$14.5M	0.2%	-14%	61.6
111	$MIDD	MIDDLEBY Corp	$14.3M	0.2%	+6%	44.9
112	$OC	Owens Corning	$14.3M	0.2%	-9%	47.3
113	$PCG	PG&E Corp	$14.1M	0.2%	NEW	59.3
114	$AOS	SMITH A O CORP	$14.1M	0.2%	NEW	66.7
115	$CSX	CSX CORP	$14.0M	0.2%	-1%	66.4
116	$CMI	CUMMINS INC	$14.0M	0.2%	-8%	58.9
117	$SNA	Snap-on Inc	$13.8M	0.2%	+12%	69.3
118	$DOV	DOVER Corp	$13.7M	0.2%	-13%	63.1
119	$MMM	3M CO	$13.7M	0.2%	+18%	60.7
120	$R	RYDER SYSTEM INC	$13.6M	0.2%	-12%	54.7
121	$VZ	VERIZON COMMUNICATIONS INC	$13.6M	0.2%	-9%	71.6
122	$J	JACOBS SOLUTIONS INC.	$13.6M	0.2%	+27%	47.7
123	$CSL	CARLISLE COMPANIES INC	$13.5M	0.2%	-23%	65
124	$TMUS	T-Mobile US, Inc.	$13.5M	0.2%	+1%	72.7
125	$VNT	Vontier Corp	$13.4M	0.2%	+56%	60.5
126	$APA	APA Corp	$13.4M	0.2%	-9%	—
127	$EMR	EMERSON ELECTRIC CO	$13.4M	0.2%	+16%	65.9
128	$AGCO	AGCO CORP /DE	$13.3M	0.2%	+19%	50.7
129	$MUR	MURPHY OIL CORP	$13.0M	0.2%	-6%	46.4
130	$UPS	UNITED PARCEL SERVICE INC	$13.0M	0.2%	+5%	58.2
131	$CNM	Core & Main, Inc.	$12.9M	0.2%	+25%	63.4
132	$EME	EMCOR Group, Inc.	$12.7M	0.2%	-3%	71.7
133	$ALV	AUTOLIV INC	$12.6M	0.2%	+7%	56.9
134	$EXE	EXPAND ENERGY Corp	$12.2M	0.2%	NEW	83.9
135	$APTV	Aptiv PLC	$12.1M	0.2%	+32%	—
136	$CHRD	Chord Energy Corp	$12.0M	0.2%	-15%	60.8
137	$BWA	BORGWARNER INC	$11.8M	0.2%	-15%	57.2
138	$OVV	Ovintiv Inc.	$11.8M	0.2%	-23%	46.5
139	$CF	CF Industries Holdings, Inc.	$11.6M	0.2%	+4%	76.8
140	$SHEL	Shell plc	$11.6M	0.2%	-0%	—
141	$NOV	NOV Inc.	$11.5M	0.2%	-7%	50.1
142	$DVN	DEVON ENERGY CORP/DE	$11.5M	0.2%	+1%	70.2
143	$BKR	Baker Hughes Co	$11.4M	0.2%	-4%	63.4
144	$TTE	TotalEnergies SE	$11.4M	0.2%	-9%	—
145	$OXY	OCCIDENTAL PETROLEUM CORP /DE/	$11.2M	0.2%	-5%	66.3
146	$CRC	California Resources Corp	$11.2M	0.2%	+1%	50.2
147	$HAL	HALLIBURTON CO	$10.9M	0.2%	-14%	50.9
148	$BP	BP PLC	$10.8M	0.2%	-1%	—
149	$SLB	SLB LIMITED/NV	$10.7M	0.2%	-29%	63.2
150	$SWKS	SKYWORKS SOLUTIONS, INC.	$10.6M	0.2%	+28%	52.1
151	$SON	SONOCO PRODUCTS CO	$10.5M	0.2%	-2%	63
152	$MOS	MOSAIC CO	$10.5M	0.2%	+25%	54.3
153	$MTZ	MASTEC INC	$10.4M	0.2%	-18%	59.7
154	$WFRD	Weatherford International plc	$10.2M	0.2%	-12%	—
155	$NVR	NVR INC	$10.2M	0.2%	+27%	62.3
156	$RRX	REGAL REXNORD CORP	$10.0M	0.2%	-0%	53.8
157	$EMN	EASTMAN CHEMICAL CO	$9.6M	0.2%	-2%	49.4
158	$LPX	LOUISIANA-PACIFIC CORP	$9.5M	0.2%	+36%	50.7
159	$CHRW	C. H. ROBINSON WORLDWIDE, INC.	$9.5M	0.2%	+1%	59.8
160	$SAIC	Science Applications International Corp	$8.6M	0.1%	+4%	55.3
161	$AXS	AXIS CAPITAL HOLDINGS LTD	$8.5M	0.1%	-7%	—
162	$WCC	WESCO INTERNATIONAL INC	$8.3M	0.1%	-16%	55.4
163	$GEN	Gen Digital Inc.	$8.3M	0.1%	+27%	67.7
164	$DIOD	DIODES INC /DEL/	$8.3M	0.1%	+179%	47
165	$CMC	COMMERCIAL METALS Co	$8.3M	0.1%	-16%	66
166	$STAG	STAG Industrial, Inc.	$8.0M	0.1%	-8%	67.8
167	$BLDR	Builders FirstSource, Inc.	$8.0M	0.1%	+6%	48.4
168	$AMCR	Amcor plc	$7.6M	0.1%	-1%	—
169	$PKG	PACKAGING CORP OF AMERICA	$7.4M	0.1%	-6%	70
170	$UFPI	UFP INDUSTRIES INC	$7.4M	0.1%	+5%	52.7
171	$LDOS	Leidos Holdings, Inc.	$7.3M	0.1%	-81%	73.4
172	$PLXS	PLEXUS CORP	$7.3M	0.1%	+16%	41.8
173	$UHS	UNIVERSAL HEALTH SERVICES INC	$7.2M	0.1%	+13%	71.2
174	$IT	GARTNER INC	$7.0M	0.1%	+34%	65.2
175	$DLTR	DOLLAR TREE, INC.	$6.8M	0.1%	NEW	53.2
176	$ADM	Archer-Daniels-Midland Co	$6.8M	0.1%	NEW	49.4
177	$ST	Sensata Technologies Holding plc	$6.7M	0.1%	+18%	—
178	$AIT	APPLIED INDUSTRIAL TECHNOLOGIES INC	$6.7M	0.1%	-12%	64.2
179	$RS	RELIANCE, INC.	$6.7M	0.1%	-22%	55.4
180	$NMIH	NMI Holdings, Inc.	$6.7M	0.1%	+2%	73.6
181	$AAPL	Apple Inc.	$6.6M	0.1%	-10%	76.1
182	$INGR	Ingredion Inc	$6.5M	0.1%	+5%	58.3
183	$NVDA	NVIDIA CORP	$6.5M	0.1%	-13%	90.2
184	$ACM	AECOM	$6.4M	0.1%	+12%	58.2
185	$NUE	NUCOR CORP	$6.2M	0.1%	-35%	58.9
186	$KFY	KORN FERRY	$6.1M	0.1%	-7%	61.9
187	$PRG	PROG Holdings, Inc.	$6.0M	0.1%	-20%	55.4
188	$BG	Bunge Global SA	$6.0M	0.1%	-7%	55.9
189	$STLD	STEEL DYNAMICS INC	$5.9M	0.1%	-36%	56
190	$MGRC	MCGRATH RENTCORP	$5.7M	0.1%	+1%	59.2
191	$LYB	LyondellBasell Industries N.V.	$5.6M	0.1%	-4%	—
192	$AXTA	Axalta Coating Systems Ltd.	$5.5M	0.1%	-13%	—
193	$SJM	J M SMUCKER Co	$5.4M	0.1%	+5%	46.4
194	$SIG	SIGNET JEWELERS LTD	$5.3M	0.1%	-6%	—
195	$BHE	BENCHMARK ELECTRONICS INC	$5.2M	0.1%	+6%	37.6
196	$LSTR	LANDSTAR SYSTEM INC	$5.1M	0.1%	-16%	49
197	$OMF	OneMain Holdings, Inc.	$5.0M	0.1%	-1%	—
198	$NGVT	Ingevity Corp	$4.8M	0.1%	-3%	52.7
199	$SBRA	Sabra Health Care REIT, Inc.	$4.8M	0.1%	+13%	73.5
200	$UMBF	UMB FINANCIAL CORP	$4.8M	0.1%	-9%	—
201	$NWE	NorthWestern Energy Group, Inc.	$4.8M	0.1%	-5%	65.6
202	$THG	HANOVER INSURANCE GROUP, INC.	$4.8M	0.1%	-5%	69.4
203	$EAT	BRINKER INTERNATIONAL, INC	$4.7M	0.1%	-21%	74.7
204	$PTEN	PATTERSON UTI ENERGY INC	$4.7M	0.1%	-1%	50.1
205	$PVH	PVH CORP. /DE/	$4.6M	0.1%	-2%	45.3
206	$CTBI	COMMUNITY TRUST BANCORP INC /KY/	$4.5M	0.1%	+3%	—
207	$VMI	VALMONT INDUSTRIES INC	$4.4M	0.1%	-5%	60.1
208	$MOG-A	MOOG INC.	$4.4M	0.1%	-4%	66.2
209	$LFUS	LITTELFUSE INC /DE	$4.4M	0.1%	-20%	58.7
210	$OTEX	OPEN TEXT CORP	$4.3M	0.1%	+44%	—
211	$SFBS	ServisFirst Bancshares, Inc.	$4.3M	0.1%	+33%	—
212	$AOSL	ALPHA & OMEGA SEMICONDUCTOR Ltd	$4.3M	0.1%	-19%	—
213	$WTTR	Select Water Solutions, Inc.	$4.3M	0.1%	-19%	39.1
214	$CPK	CHESAPEAKE UTILITIES CORP	$4.3M	0.1%	-5%	59.2
215	$RNG	RingCentral, Inc.	$4.2M	0.1%	+29%	57
216	$DOX	AMDOCS LTD	$4.2M	0.1%	+39%	—
217	$PB	PROSPERITY BANCSHARES INC	$4.2M	0.1%	-19%	—
218	$AQN	ALGONQUIN POWER & UTILITIES CORP.	$4.1M	0.1%	+68%	—
219	$CAG	CONAGRA BRANDS INC.	$4.1M	0.1%	+19%	48.2
220	$KBR	KBR, INC.	$4.1M	0.1%	+7%	64.7
221	$DLB	Dolby Laboratories, Inc.	$4.1M	0.1%	+53%	65.7
222	$WOR	WORTHINGTON ENTERPRISES, INC.	$4.0M	0.1%	-4%	54.6
223	$TAP	MOLSON COORS BEVERAGE CO	$4.0M	0.1%	+9%	42.2
224	$OPCH	Option Care Health, Inc.	$4.0M	0.1%	+26%	57.8
225	$QCRH	QCR HOLDINGS INC	$4.0M	0.1%	+12%	—
226	$CVSA	Covista Inc.	$4.0M	0.1%	-42%	72.6
227	$TDC	TERADATA CORP /DE/	$4.0M	0.1%	+17%	69
228	$EEFT	EURONET WORLDWIDE, INC.	$3.9M	0.1%	+43%	58.3
229	$AMTM	Amentum Holdings, Inc.	$3.9M	0.1%	+14%	55.6
230	$BBWI	Bath & Body Works, Inc.	$3.8M	0.1%	-11%	59.8
231	$CWT	CALIFORNIA WATER SERVICE GROUP	$3.8M	0.1%	+76%	64.4
232	$SCSC	SCANSOURCE, INC.	$3.8M	0.1%	+3%	49.9
233	$BCRX	BIOCRYST PHARMACEUTICALS INC	$3.8M	0.1%	NEW	37.2
234	$ENS	EnerSys	$3.7M	0.1%	-4%	56
235	$SSB	SouthState Bank Corp	$3.7M	0.1%	-7%	—
236	$VAC	MARRIOTT VACATIONS WORLDWIDE Corp	$3.7M	0.1%	-10%	46.2
237	$NTCT	NETSCOUT SYSTEMS INC	$3.7M	0.1%	+14%	62.7
238	$FNB	FNB CORP/PA/	$3.7M	0.1%	-6%	—
239	$MHK	MOHAWK INDUSTRIES INC	$3.6M	0.1%	+0%	56.8
240	$EQH	Equitable Holdings, Inc.	$3.6M	0.1%	-12%	48.9
241	$CNMD	CONMED Corp	$3.6M	0.1%	-3%	56.5
242	$CRBD	Corebridge Financial, Inc.	$3.6M	0.1%	-15%	36.7
243	$ZD	ZIFF DAVIS, INC.	$3.6M	0.1%	+19%	51.3
244	$CNX	CNX Resources Corp	$3.6M	0.1%	+1%	62
245	$PLAB	PHOTRONICS INC	$3.6M	0.1%	+44%	51.1
246	$PBI	PITNEY BOWES INC /DE/	$3.6M	0.1%	-0%	54.4
247	$SANM	SANMINA CORP	$3.5M	0.1%	-25%	61
248	$AMZN	AMAZON COM INC	$3.5M	0.1%	-12%	74.6
249	$RF	REGIONS FINANCIAL CORP	$3.5M	0.1%	-91%	—
250	$BLBD	Blue Bird Corp	$3.5M	0.1%	-18%	67.1
251	$KE	Kimball Electronics, Inc.	$3.4M	0.1%	+38%	45.7
252	$CMPR	CIMPRESS plc	$3.4M	0.1%	-8%	—
253	$PRGS	PROGRESS SOFTWARE CORP /MA	$3.3M	0.1%	+48%	58.2
254	$HRB	H&R BLOCK INC	$3.3M	0.1%	-7%	80.3
255	$ARDT	Ardent Health, Inc.	$3.2M	0.1%	+212%	60.7
256	$SUPN	SUPERNUS PHARMACEUTICALS, INC.	$3.2M	0.1%	-1%	45.3
257	$HWC	HANCOCK WHITNEY CORP	$3.1M	0.1%	-5%	—
258	$HRI	HERC HOLDINGS INC	$3.1M	0.1%	-5%	56.7
259	$CDP	COPT DEFENSE PROPERTIES	$3.1M	0.1%	-4%	53.7
260	$SPB	Spectrum Brands Holdings, Inc.	$3.1M	0.1%	-1%	44.8
261	$NWN	Northwest Natural Holding Co	$3.1M	0.1%	+80%	53.5
262	$HIW	HIGHWOODS PROPERTIES, INC.	$3.1M	0.1%	-4%	59.5
263	$CBNK	Capital Bancorp Inc	$3.0M	0.1%	+51%	—
264	$BLKB	BLACKBAUD INC	$3.0M	0.1%	+117%	59.1
265	$HRMY	Harmony Biosciences Holdings, Inc.	$3.0M	0.1%	-7%	75.3
266	$BPOP	POPULAR, INC.	$3.0M	0.1%	-14%	—
267	$HP	Helmerich & Payne, Inc.	$3.0M	0.1%	-5%	48.8
268	$ALG	ALAMO GROUP INC	$3.0M	0.1%	-4%	53.1
269	$JBI	Janus International Group, Inc.	$2.9M	0.1%	+8%	40.6
270	$PBH	Prestige Consumer Healthcare Inc.	$2.9M	0.1%	+13%	61.2
271	$SMG	SCOTTS MIRACLE-GRO CO	$2.9M	0.1%	+13%	74.9
272	$OSIS	OSI SYSTEMS INC	$2.9M	0.1%	+8%	64.1
273	$WTFC	WINTRUST FINANCIAL CORP	$2.8M	0.1%	-7%	34.1
274	$NX	Quanex Building Products CORP	$2.8M	0.1%	-4%	47.9
275	$GABC	GERMAN AMERICAN BANCORP, INC.	$2.8M	0.1%	-5%	43.2
276	$GIII	G III APPAREL GROUP LTD /DE/	$2.8M	0.1%	-4%	—
277	$MD	Pediatrix Medical Group, Inc.	$2.8M	0.1%	-17%	55.4
278	$AZZ	AZZ INC	$2.8M	0.1%	-4%	57.2
279	$CATY	CATHAY GENERAL BANCORP	$2.7M	0.1%	-28%	60.1
280	$UTL	UNITIL CORP	$2.7M	0.1%	+87%	49.1
281	$ACIW	ACI WORLDWIDE, INC.	$2.7M	0.0%	-5%	65.5
282	$NTRS	NORTHERN TRUST CORP	$2.7M	0.0%	-13%	71.8
283	$AVGO	Broadcom Inc.	$2.7M	0.0%	+13%	86.4
284	$TNC	TENNANT CO	$2.7M	0.0%	-5%	43.6
285	$PLOW	DOUGLAS DYNAMICS, INC	$2.6M	0.0%	-5%	52.2
286	$MTDR	Matador Resources Co	$2.6M	0.0%	-4%	66.1
287	$MTH	Meritage Homes CORP	$2.6M	0.0%	-5%	—
288	$RYTM	RHYTHM PHARMACEUTICALS, INC.	$2.6M	0.0%	-5%	30.3
289	$COLL	COLLEGIUM PHARMACEUTICAL, INC	$2.6M	0.0%	+0%	60.8
290	$MTG	MGIC INVESTMENT CORP	$2.6M	0.0%	-1%	67.1
291	$SM	SM Energy Co	$2.6M	0.0%	-5%	66.6
292	$CBSH	COMMERCE BANCSHARES INC /MO/	$2.6M	0.0%	-1%	—
293	$YETI	YETI Holdings, Inc.	$2.6M	0.0%	-5%	54.8
294	$DLX	DELUXE CORP	$2.6M	0.0%	+15%	54.2
295	$TMP	TOMPKINS FINANCIAL CORP	$2.5M	0.0%	-5%	62.3
296	$IRDM	Iridium Communications Inc.	$2.5M	0.0%	-13%	59.2
297	$FMBH	FIRST MID BANCSHARES, INC.	$2.5M	0.0%	-5%	—
298	$SF	STIFEL FINANCIAL CORP	$2.5M	0.0%	+14%	69.6
299	$CUBB	Customers Bancorp, Inc.	$2.5M	0.0%	-5%	—
300	$AHCO	AdaptHealth Corp.	$2.5M	0.0%	-0%	47.9
301	$ESNT	Essent Group Ltd.	$2.4M	0.0%	-1%	—
302	$DORM	Dorman Products, Inc.	$2.4M	0.0%	-5%	63.1
303	$ICUI	ICU MEDICAL INC/DE	$2.4M	0.0%	-5%	40.5
304	$AMG	AFFILIATED MANAGERS GROUP, INC.	$2.4M	0.0%	-7%	60.3
305	$UMH	UMH PROPERTIES, INC.	$2.4M	0.0%	-5%	55.8
306	$EBF	ENNIS, INC.	$2.4M	0.0%	+20%	56.4
307	$SPFI	SOUTH PLAINS FINANCIAL, INC.	$2.4M	0.0%	NEW	—
308	$PCRX	Pacira BioSciences, Inc.	$2.4M	0.0%	NEW	48
309	$AAP	ADVANCE AUTO PARTS INC	$2.4M	0.0%	+15%	42.3
310	$CALM	CAL-MAINE FOODS INC	$2.4M	0.0%	+20%	85.7
311	$CBRL	CRACKER BARREL OLD COUNTRY STORE, INC	$2.4M	0.0%	-46%	45.1
312	$ECVT	Ecovyst Inc.	$2.3M	0.0%	-27%	36.6
313	$CNNE	Cannae Holdings, Inc.	$2.3M	0.0%	-5%	17.4
314	$MTUS	Metallus Inc.	$2.3M	0.0%	-5%	36.7
315	$EYE	National Vision Holdings, Inc.	$2.2M	0.0%	+25%	55.4
316	$TCBI	TEXAS CAPITAL BANCSHARES INC/TX	$2.2M	0.0%	-5%	—
317	$LIND	LINDBLAD EXPEDITIONS HOLDINGS, INC.	$2.2M	0.0%	-36%	53.8
318	$DINO	HF Sinclair Corp	$2.2M	0.0%	-4%	54
319	$NTST	NETSTREIT Corp.	$2.2M	0.0%	-5%	61.7
320	$CACC	CREDIT ACCEPTANCE CORP	$2.2M	0.0%	-9%	70.6
321	$CNR	Core Natural Resources, Inc.	$2.2M	0.0%	+29%	51.8
322	$TBPH	Theravance Biopharma, Inc.	$2.2M	0.0%	NEW	68.9
323	$CBOE	Cboe Global Markets, Inc.	$2.2M	0.0%	+8%	81.2
324	$SAM	BOSTON BEER CO INC	$2.2M	0.0%	+52%	42.5
325	$JEF	Jefferies Financial Group Inc.	$2.1M	0.0%	-2%	65.6
326	$GBX	GREENBRIER COMPANIES INC	$2.1M	0.0%	-4%	48.1
327	$MGY	Magnolia Oil & Gas Corp	$2.1M	0.0%	-4%	71.2
328	$TNET	TRINET GROUP, INC.	$2.1M	0.0%	-5%	53.6
329	$UNFI	UNITED NATURAL FOODS INC	$2.1M	0.0%	-27%	50.1
330	$PUMP	ProPetro Holding Corp.	$2.1M	0.0%	+26%	39.3
331	$GEF	GREIF, INC	$2.1M	0.0%	+11%	52.8
332	$BDC	BELDEN INC.	$2.0M	0.0%	-5%	57.4
333	$ASB	ASSOCIATED BANC-CORP	$2.0M	0.0%	NEW	—
334	$BCC	BOISE CASCADE Co	$2.0M	0.0%	-0%	43.5
335	$BVS	Bioventus Inc.	$2.0M	0.0%	-11%	50
336	$ANDE	Andersons, Inc.	$2.0M	0.0%	-4%	39.7
337	$PAY	Paymentus Holdings, Inc.	$2.0M	0.0%	NEW	70.2
338	$WSFS	WSFS FINANCIAL CORP	$2.0M	0.0%	-5%	—
339	$PBF	PBF Energy Inc.	$2.0M	0.0%	+19%	42.1
340	$META	Meta Platforms, Inc.	$2.0M	0.0%	+20%	80.9
341	$QTWO	Q2 Holdings, Inc.	$2.0M	0.0%	-4%	62.4
342	$MU	MICRON TECHNOLOGY INC	$2.0M	0.0%	-20%	88.4
343	$TILE	INTERFACE INC	$1.9M	0.0%	+5%	62.2
344	$EPC	EDGEWELL PERSONAL CARE Co	$1.9M	0.0%	-4%	36.8
345	$WKC	WORLD KINECT CORP	$1.9M	0.0%	-14%	40
346	$IRWD	IRONWOOD PHARMACEUTICALS INC	$1.8M	0.0%	-19%	55.9
347	$IPGP	IPG PHOTONICS CORP	$1.8M	0.0%	-5%	34.9
348	$SVRA	Savara Inc	$1.8M	0.0%	-4%	—
349	$ICFI	ICF International, Inc.	$1.8M	0.0%	-5%	46.3
350	$SENEA	Seneca Foods Corp	$1.8M	0.0%	NEW	69.2
351	$ROCK	GIBRALTAR INDUSTRIES, INC.	$1.8M	0.0%	+9%	47
352	$AVNT	AVIENT CORP	$1.8M	0.0%	-4%	49.8
353	$ABM	ABM INDUSTRIES INC /DE/	$1.8M	0.0%	-5%	53.7
354	$OLN	OLIN Corp	$1.7M	0.0%	+0%	42.9
355	$STRA	Strategic Education, Inc.	$1.7M	0.0%	+18%	62.4
356	$PRDO	PERDOCEO EDUCATION Corp	$1.7M	0.0%	+12%	69.8
357	$VIRT	Virtu Financial, Inc.	$1.7M	0.0%	-15%	62.6
358	$APOG	APOGEE ENTERPRISES, INC.	$1.7M	0.0%	-12%	45.8
359	$NGVC	Natural Grocers by Vitamin Cottage, Inc.	$1.7M	0.0%	NEW	54.8
360	$MTX	MINERALS TECHNOLOGIES INC	$1.7M	0.0%	-6%	40.9
361	$IOSP	INNOSPEC INC.	$1.7M	0.0%	-5%	50
362	$NXST	NEXSTAR MEDIA GROUP, INC.	$1.6M	0.0%	-4%	57.5
363	$FBP	FIRST BANCORP /PR/	$1.6M	0.0%	-10%	66.3
364	$ANIP	ANI PHARMACEUTICALS INC	$1.6M	0.0%	-5%	68.6
365	$HOMB	HOME BANCSHARES INC	$1.6M	0.0%	-5%	—
366	$FG	F&G Annuities & Life, Inc.	$1.6M	0.0%	-14%	61.9
367	$BFH	BREAD FINANCIAL HOLDINGS, INC.	$1.6M	0.0%	-26%	—
368	$HG	Hamilton Insurance Group, Ltd.	$1.6M	0.0%	-10%	—
369	$OCFC	OCEANFIRST FINANCIAL CORP	$1.6M	0.0%	-38%	—
370	$APEI	AMERICAN PUBLIC EDUCATION INC	$1.5M	0.0%	+15%	60.3
371	$HELE	HELEN OF TROY LTD	$1.5M	0.0%	NEW	34.9
372	$FFBC	FIRST FINANCIAL BANCORP /OH/	$1.5M	0.0%	-2%	—
373	$SLVM	Sylvamo Corp	$1.5M	0.0%	+6%	40
374	$DFIN	Donnelley Financial Solutions, Inc.	$1.5M	0.0%	+38%	44.1
375	$TARS	Tarsus Pharmaceuticals, Inc.	$1.5M	0.0%	+21%	40.8
376	$IIIN	INSTEEL INDUSTRIES INC	$1.5M	0.0%	NEW	60.2
377	$BRK.B	BERKSHIRE HATHAWAY INC	$1.4M	0.0%	-78%	64.5
378	$VCTR	Victory Capital Holdings, Inc.	$1.4M	0.0%	-9%	75.5
379	$XPRO	EXPRO GROUP HOLDINGS N.V.	$1.4M	0.0%	NEW	—
380	$TSLA	Tesla, Inc.	$1.3M	0.0%	-10%	50.1
381	$ENOV	Enovis CORP	$1.3M	0.0%	-4%	40.5
382	$FHI	FEDERATED HERMES, INC.	$1.3M	0.0%	+9%	70.6
383	$MCFT	MasterCraft Boat Holdings, Inc.	$1.3M	0.0%	-5%	32.6
384	$PLGO	Pelagos Insurance Capital Ltd	$1.3M	0.0%	-18%	—
385	$LXU	LSB INDUSTRIES, INC.	$1.3M	0.0%	+19%	52.7
386	$WAFD	WAFD INC	$1.3M	0.0%	NEW	55.8
387	$HLX	HELIX ENERGY SOLUTIONS GROUP INC	$1.3M	0.0%	+2%	43.5
388	$FRME	FIRST MERCHANTS CORP	$1.3M	0.0%	-2%	—
389	$TRMK	TRUSTMARK CORP	$1.2M	0.0%	-1%	—
390	$FIBK	FIRST INTERSTATE BANCSYSTEM INC	$1.2M	0.0%	-56%	—
391	$NWBI	Northwest Bancshares, Inc.	$1.2M	0.0%	-7%	—
392	$FUN	Six Flags Entertainment Corporation/NEW	$1.2M	0.0%	+70%	23.5
393	$DK	Delek US Holdings, Inc.	$1.2M	0.0%	+4%	33.9
394	$CASH	PATHWARD FINANCIAL, INC.	$1.2M	0.0%	+9%	69.9
395	$NNI	NELNET INC	$1.2M	0.0%	-1%	—
396	$OFG	OFG BANCORP	$1.1M	0.0%	-13%	—
397	$NTB	Bank of N.T. Butterfield & Son Ltd	$1.1M	0.0%	-5%	—
398	$OIS	OIL STATES INTERNATIONAL, INC	$1.1M	0.0%	+52%	42.2
399	$JNJ	JOHNSON & JOHNSON	$1.1M	0.0%	-97%	72.8
400	$BY	BYLINE BANCORP, INC.	$1.1M	0.0%	-2%	—
401	$WRLD	WORLD ACCEPTANCE CORP	$1.1M	0.0%	-13%	60.8
402	$ECPG	ENCORE CAPITAL GROUP INC	$1.1M	0.0%	+5%	64.5
403	$RES	RPC INC	$1.1M	0.0%	-0%	43.5
404	$ACIC	AMERICAN COASTAL INSURANCE Corp	$1.0M	0.0%	+12%	64
405	$PEBO	PEOPLES BANCORP INC	$1.0M	0.0%	-9%	58.7
406	$PFBC	Preferred Bank	$1.0M	0.0%	-4%	—
407	$GLRE	GREENLIGHT CAPITAL RE, LTD.	$1.0M	0.0%	+11%	—
408	$UVSP	UNIVEST FINANCIAL Corp	$1.0M	0.0%	-14%	66.2
409	$NVST	Envista Holdings Corp	$998,691	0.0%	-6%	49.8
410	$INTC	INTEL CORP	$976,153	0.0%	NEW	41.5
411	$XOM	EXXON MOBIL CORP	$975,907	0.0%	-9%	61.8
412	$WMT	Walmart Inc.	$939,831	0.0%	-5%	63.2
413	$QDEL	QuidelOrtho Corp	$939,207	0.0%	-5%	26.4
414	$CFFN	Capitol Federal Financial, Inc.	$934,143	0.0%	-14%	37.4
415	$MBWM	MERCANTILE BANK CORP	$927,850	0.0%	-2%	—
416	$HBT	HBT Financial, Inc.	$925,471	0.0%	-3%	—
417	$HBNC	HORIZON BANCORP INC /IN/	$918,181	0.0%	-9%	—
418	$LLY	ELI LILLY & Co	$916,365	0.0%	-10%	89.3
419	$NBBK	NB Bancorp, Inc.	$913,154	0.0%	+2%	—
420	$V	VISA INC.	$907,130	0.0%	-12%	83.5
421	$GSBC	GREAT SOUTHERN BANCORP, INC.	$898,892	0.0%	-13%	—
422	$SBSI	SOUTHSIDE BANCSHARES INC	$885,275	0.0%	-11%	—
423	$THFF	FIRST FINANCIAL CORP /IN/	$884,132	0.0%	-12%	—
424	$IBCP	INDEPENDENT BANK CORP /MI/	$877,619	0.0%	-1%	55.3
425	$AMR	Alpha Metallurgical Resources, Inc.	$876,491	0.0%	-3%	32
426	$FMNB	FARMERS NATIONAL BANC CORP /OH/	$852,509	0.0%	-1%	67.5
427	$JPM	JPMORGAN CHASE & CO	$841,238	0.0%	-9%	35.6
428	$AMD	ADVANCED MICRO DEVICES INC	$821,988	0.0%	NEW	78.8
429	$HDSN	HUDSON TECHNOLOGIES INC /NY	$789,927	0.0%	-5%	43.8
430	$TALO	TALOS ENERGY INC.	$766,931	0.0%	+1%	49.2
431	$PAL	Proficient Auto Logistics, Inc	$752,730	0.0%	-5%	—
432	$MA	Mastercard Inc	$664,598	0.0%	-12%	81.7
433	$BAC	BANK OF AMERICA CORP /DE/	$649,287	0.0%	-10%	68.4
434	$MRK	Merck & Co., Inc.	$626,181	0.0%	-11%	70.9
435	$HD	HOME DEPOT, INC.	$594,618	0.0%	NEW	69.2
436	$OXM	OXFORD INDUSTRIES INC	$588,362	0.0%	-5%	34.9
437	$UNH	UNITEDHEALTH GROUP INC	$572,738	0.0%	-91%	66.8
438	$CVX	CHEVRON CORP	$547,008	0.0%	-7%	54.7
439	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$546,110	0.0%	+1%	66.7
440	$PANW	Palo Alto Networks Inc	$534,719	0.0%	-10%	66.5
441	$METC	Ramaco Resources, Inc.	$512,111	0.0%	-18%	24.1
442	$RTX	RTX Corp	$498,421	0.0%	-2%	70
443	$WFC	WELLS FARGO & COMPANY/MN	$459,065	0.0%	-10%	—
444	$PEP	PEPSICO INC	$453,590	0.0%	NEW	62.7
445	$TMO	THERMO FISHER SCIENTIFIC INC.	$405,600	0.0%	-93%	63.7
446	$GLW	CORNING INC /NY	$405,112	0.0%	-9%	72.7
447	$CRWD	CrowdStrike Holdings, Inc.	$396,070	0.0%	-7%	55
448	$QCOM	QUALCOMM INC/DE	$381,776	0.0%	-12%	81.9
449	$MS	MORGAN STANLEY	$378,990	0.0%	-15%	—
450	$ADI	ANALOG DEVICES INC	$364,999	0.0%	-13%	76.2
451	$UNP	UNION PACIFIC CORP	$338,368	0.0%	-86%	74
452	$DE	DEERE & CO	$338,098	0.0%	-94%	57.4
453	$PFE	PFIZER INC	$323,226	0.0%	-10%	69
454	$TJX	TJX COMPANIES INC /DE/	$314,363	0.0%	-17%	70.7
455	$AMGN	AMGEN INC	$304,181	0.0%	-10%	79.5
456	$UBER	Uber Technologies, Inc	$303,288	0.0%	-6%	79.3
457	$AXP	AMERICAN EXPRESS CO	$294,954	0.0%	-16%	73.2
458	$CRM	Salesforce, Inc.	$286,531	0.0%	-10%	75.2
459	$APP	AppLovin Corp	$283,377	0.0%	-3%	86.8
460	$BKNG	Booking Holdings Inc.	$274,846	0.0%	-80%	55.3
461	$COP	CONOCOPHILLIPS	$266,242	0.0%	-5%	74.8
462	$SCHW	SCHWAB CHARLES CORP	$261,124	0.0%	-13%	77.2
463	$NOW	ServiceNow, Inc.	$249,391	0.0%	+5%	76
464	$TT	Trane Technologies plc	$248,527	0.0%	-10%	—
465	$MDT	Medtronic plc	$245,877	0.0%	-13%	—
466	$GILD	GILEAD SCIENCES, INC.	$244,721	0.0%	-9%	77.8
467	$BLK	BlackRock, Inc.	$244,236	0.0%	-11%	70.3
468	$LOW	LOWES COMPANIES INC	$243,641	0.0%	-92%	63.5
469	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	$242,963	0.0%	NEW	—
470	$SBUX	STARBUCKS CORP	$239,227	0.0%	NEW	54.6
471	$TGT	TARGET CORP	$232,747	0.0%	-95%	53.1
472	$SO	SOUTHERN CO	$231,905	0.0%	NEW	65.1
473	$ADP	AUTOMATIC DATA PROCESSING INC	$230,669	0.0%	-3%	77.9
474	$CB	Chubb Ltd	$226,933	0.0%	-14%	—
475	$GD	GENERAL DYNAMICS CORP	$221,046	0.0%	-1%	73
476	$PLD	Prologis, Inc.	$216,346	0.0%	-6%	67.5
477	$CDNS	CADENCE DESIGN SYSTEMS INC	$216,184	0.0%	-100%	74.4
478	$T	AT&T INC.	$215,611	0.0%	-12%	71.9
479	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	$212,980	0.0%	NEW	70.9
480	$DUK	Duke Energy CORP	$211,895	0.0%	-15%	64
481	$SPGI	S&P Global Inc.	$208,924	0.0%	-13%	79.4
482	$WM	WASTE MANAGEMENT INC	$206,387	0.0%	-89%	70.7
483	$ACN	Accenture plc	$202,962	0.0%	-94%	—
484	$USB	US BANCORP DE	$202,159	0.0%	NEW	71.4