West Family Investments, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1568303
Institutional-grade research for retail investors
13F Reported Value
ⓘ$285.2M
Holdings
259
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
West Family Investments, Inc. disclosed 259 positions worth $285.2M in its Form 13F-HR for Q1 2026, led by $IAU (ISHARES GOLD TRUST) at 11.9% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 106 — including a new stake in $COHR and a full exit from $HTFL. The portfolio is most concentrated in Technology (25.3% of disclosed assets). All figures are sourced directly from West Family Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1568303.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyFinancialsOtherHealthcareEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$34.1M384,343 sh SCHWAB STRATEGIC TR
—Quality
$17.0M609,276 shISHARES TR
—Quality
$16.7M152,632 sh- 90.2
Quality
$11.3M64,933 sh - 76.1
Quality
$10.7M42,092 sh ISHARES TR
—Quality
$7.7M80,697 sh- 83.7
Quality
$7.1M19,119 sh - 80.2
Quality
$7.0M24,481 sh - 83.3
Quality
$6.6M103,500 sh - 83.9
Quality
$5.5M50,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ISHARES GOLD TRUST$IAU | — | $34.1M | 384,343 |
| SCHWAB STRATEGIC TR | — | $17.0M | 609,276 |
| ISHARES TR | — | $16.7M | 152,632 |
 NVIDIA CORP$NVDA | 90.2 | $11.3M | 64,933 |
 Apple Inc.$AAPL | 76.1 | $10.7M | 42,092 |
| ISHARES TR | — | $7.7M | 80,697 |
 MICROSOFT CORP$MSFT | 83.7 | $7.1M | 19,119 |
 Alphabet Inc.$GOOG | 80.2 | $7.0M | 24,481 |
 EQT Corp$EQT | 83.3 | $6.6M | 103,500 |
 EXPAND ENERGY Corp$EXE | 83.9 | $5.5M | 50,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of West Family Investments, Inc.'s 259 positions.
Showing top 10 of 259 holdings.
Sector Allocation
Technology
$72.1M
Financials
$59.5M
Other
$46.9M
Healthcare
$20.7M
Energy
$20.5M
Industrials
$16.4M
Consumer Discretionary
$14.5M
Consumer Staples
$9.9M
Full Holdings — West Family Investments, Inc. (Q1 2026)
All 259 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 | $IAU | ISHARES GOLD TRUST | $34.1M | 11.9% | -9% | — |
| 2 | — | SCHWAB STRATEGIC TR | $17.0M | 6.0% | +13% | — |
| 3 | — | ISHARES TR | $16.7M | 5.8% | +14% | — |
| 4 | $NVDA | NVIDIA CORP | $11.3M | 4.0% | -40% | 90.2 |
| 5 | $AAPL | Apple Inc. | $10.7M | 3.7% | -36% | 76.1 |
| 6 | — | ISHARES TR | $7.7M | 2.7% | +0% | — |
| 7 | $MSFT | MICROSOFT CORP | $7.1M | 2.5% | -40% | 83.7 |
| 8 | $GOOG | Alphabet Inc. | $7.0M | 2.5% | -45% | 80.2 |
| 9 | $EQT | EQT Corp | $6.6M | 2.3% | -3% | 83.3 |
| 10 | $EXE | EXPAND ENERGY Corp | $5.5M | 1.9% | +0% | 83.9 |
| 11 |  $AMZN | AMAZON COM INC | $5.4M | 1.9% | -36% | 74.6 |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.2M | 1.8% | -46% | — |
| 13 | — | VANECK ETF TRUST | $4.1M | 1.4% | +0% | — |
| 14 |  $AVGO | Broadcom Inc. | $3.7M | 1.3% | -38% | 86.4 |
| 15 |  $META | Meta Platforms, Inc. | $3.2M | 1.1% | -40% | 80.9 |
| 16 |  $DOV | DOVER Corp | $2.7M | 0.9% | +0% | 63.1 |
| 17 |  $TSLA | Tesla, Inc. | $2.7M | 0.9% | -46% | 50.1 |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.6M | 0.9% | -25% | 64.5 |
| 19 |  $LGO | Largo Inc. | $2.5M | 0.9% | +0% | — |
| 20 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.8% | -31% | 72.8 |
| 21 |  $LLY | ELI LILLY & Co | $2.4M | 0.8% | -42% | 89.3 |
| 22 |  $XOM | EXXON MOBIL CORP | $2.0M | 0.7% | -54% | 61.8 |
| 23 |  $WMT | Walmart Inc. | $2.0M | 0.7% | -48% | 63.2 |
| 24 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.6% | -20% | 88.4 |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.6% | -25% | 72.3 |
| 26 |  $V | VISA INC. | $1.7M | 0.6% | -34% | 83.5 |
| 27 |  $CRSP | CRISPR Therapeutics AG | $1.7M | 0.6% | +0% | 4.5 |
| 28 |  $CVS | CVS HEALTH Corp | $1.7M | 0.6% | -5% | 51.3 |
| 29 |  $WM | WASTE MANAGEMENT INC | $1.6M | 0.6% | -13% | 70.7 |
| 30 |  $MRK | Merck & Co., Inc. | $1.5M | 0.5% | -17% | 70.9 |
| 31 |  $MCD | MCDONALDS CORP | $1.5M | 0.5% | -14% | 73.9 |
| 32 |  $CHT | CHUNGHWA TELECOM CO LTD | $1.5M | 0.5% | -15% | — |
| 33 |  $KO | COCA COLA CO | $1.5M | 0.5% | -17% | 74 |
| 34 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.5% | -11% | 72.9 |
| 35 |  $MA | Mastercard Inc | $1.5M | 0.5% | -40% | 81.7 |
| 36 |  $AZN | ASTRAZENECA PLC | $1.4M | 0.5% | -63% | — |
| 37 |  $ASML | ASML HOLDING NV | $1.3M | 0.5% | -45% | — |
| 38 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 0.4% | -67% | 35.6 |
| 39 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.4% | -2% | 71.6 |
| 40 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.4% | -47% | 67 |
| 41 |  $IBN | ICICI BANK LTD | $1.2M | 0.4% | -14% | — |
| 42 |  $UMC | UNITED MICROELECTRONICS CORP | $1.1M | 0.4% | -18% | — |
| 43 |  $ABBV | AbbVie Inc. | $1.1M | 0.4% | -46% | 59.3 |
| 44 |  $SO | SOUTHERN CO | $1.0M | 0.4% | +2% | 65.1 |
| 45 |  $COR | Cencora, Inc. | $1.0M | 0.4% | -15% | 59.6 |
| 46 |  $ED | CONSOLIDATED EDISON INC | $1.0M | 0.4% | +1% | 71.6 |
| 47 |  $LIN | LINDE PLC | $988,050 | 0.3% | -15% | — |
| 48 |  $PLTR | Palantir Technologies Inc. | $956,525 | 0.3% | -36% | 85.8 |
| 49 |  $CVX | CHEVRON CORP | $952,154 | 0.3% | -53% | 54.7 |
| 50 |  $NVS | NOVARTIS AG | $947,508 | 0.3% | -51% | — |
| 51 |  $DUK | Duke Energy CORP | $927,972 | 0.3% | -17% | 64 |
| 52 |  $MCK | MCKESSON CORP | $904,301 | 0.3% | -46% | 63.7 |
| 53 |  $PM | Philip Morris International Inc. | $896,804 | 0.3% | -33% | 80.5 |
| 54 |  $PKX | POSCO HOLDINGS INC. | $890,920 | 0.3% | +66% | — |
| 55 |  $BABA | Alibaba Group Holding Ltd | $886,249 | 0.3% | -31% | — |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $885,451 | 0.3% | -29% | 66.7 |
| 57 |  $INFY | Infosys Ltd | $883,527 | 0.3% | +6% | — |
| 58 |  $RDY | DR REDDYS LABORATORIES LTD | $883,034 | 0.3% | -17% | — |
| 59 |  $CAT | CATERPILLAR INC | $871,406 | 0.3% | -45% | 67.8 |
| 60 |  $TMUS | T-Mobile US, Inc. | $854,612 | 0.3% | -18% | 72.7 |
| 61 |  $T | AT&T INC. | $849,320 | 0.3% | -26% | 71.9 |
| 62 |  $NFLX | NETFLIX INC | $848,716 | 0.3% | -57% | 86.7 |
| 63 |  $BAC | BANK OF AMERICA CORP /DE/ | $836,355 | 0.3% | -32% | 68.4 |
| 64 |  $PEP | PEPSICO INC | $825,677 | 0.3% | +4% | 62.7 |
| 65 |  $RY | ROYAL BANK OF CANADA | $807,444 | 0.3% | -29% | — |
| 66 | — | ISHARES INC | $804,780 | 0.3% | +0% | — |
| 67 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $800,298 | 0.3% | -1% | 71.5 |
| 68 |  $HSBC | HSBC HOLDINGS PLC | $779,943 | 0.3% | -59% | — |
| 69 |  $WFC | WELLS FARGO & COMPANY/MN | $775,561 | 0.3% | -40% | — |
| 70 |  $ORCL | ORACLE CORP | $759,088 | 0.3% | +4% | 67.2 |
| 71 |  $KR | KROGER CO | $727,580 | 0.3% | -50% | 51.1 |
| 72 |  $HD | HOME DEPOT, INC. | $720,927 | 0.3% | -15% | 69.2 |
| 73 |  $GE | GENERAL ELECTRIC CO | $717,087 | 0.3% | -43% | 74.8 |
| 74 |  $MSI | Motorola Solutions, Inc. | $709,107 | 0.3% | -51% | 73.8 |
| 75 |  $SKM | SK TELECOM CO LTD | $692,650 | 0.2% | +0% | — |
| 76 |  $BP | BP PLC | $690,477 | 0.2% | -3% | — |
| 77 |  $SHEL | Shell plc | $688,944 | 0.2% | -64% | — |
| 78 |  $LRCX | LAM RESEARCH CORP | $669,397 | 0.2% | -49% | 82.4 |
| 79 |  $GILD | GILEAD SCIENCES, INC. | $657,966 | 0.2% | -62% | 77.8 |
| 80 |  $WCN | Waste Connections, Inc. | $643,425 | 0.2% | -22% | — |
| 81 |  $GEV | GE Vernova Inc. | $638,090 | 0.2% | -40% | 70.1 |
| 82 |  $AMGN | AMGEN INC | $634,386 | 0.2% | -24% | 79.5 |
| 83 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $631,072 | 0.2% | -7% | 60.5 |
| 84 |  $RSG | REPUBLIC SERVICES, INC. | $627,492 | 0.2% | -64% | 72 |
| 85 |  $KB | KB Financial Group Inc. | $625,207 | 0.2% | -42% | — |
| 86 |  $EQNR | EQUINOR ASA | $624,518 | 0.2% | -2% | — |
| 87 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $619,931 | 0.2% | -48% | — |
| 88 |  $CME | CME GROUP INC. | $619,644 | 0.2% | -27% | 74.5 |
| 89 |  $WF | WOORI FINANCIAL GROUP INC. | $611,788 | 0.2% | -48% | — |
| 90 | — | AB ACTIVE ETFS INC | $607,222 | 0.2% | +0% | — |
| 91 |  $TJX | TJX COMPANIES INC /DE/ | $596,639 | 0.2% | -40% | 70.7 |
| 92 |  $RTX | RTX Corp | $589,888 | 0.2% | -50% | 70 |
| 93 |  $ASX | ASE Technology Holding Co., Ltd. | $573,696 | 0.2% | -29% | — |
| 94 |  $CB | Chubb Ltd | $569,726 | 0.2% | -28% | — |
| 95 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $568,892 | 0.2% | -45% | 76.6 |
| 96 |  $ANET | Arista Networks, Inc. | $567,735 | 0.2% | -45% | 86 |
| 97 |  $RIO | RIO TINTO PLC | $558,154 | 0.2% | -27% | — |
| 98 |  $AMAT | APPLIED MATERIALS INC /DE | $549,940 | 0.2% | -23% | 74.8 |
| 99 |  $CRM | Salesforce, Inc. | $529,396 | 0.2% | -6% | 75.2 |
| 100 |  $SHG | SHINHAN FINANCIAL GROUP CO LTD | $522,140 | 0.2% | -1% | — |
| 101 |  $TM | TOYOTA MOTOR CORP/ | $519,965 | 0.2% | -26% | — |
| 102 |  $SONY | Sony Group Corp | $517,769 | 0.2% | -27% | — |
| 103 |  $SHOP | SHOPIFY INC. | $516,353 | 0.2% | -46% | — |
| 104 |  $BHP | BHP Group Ltd | $514,563 | 0.2% | -39% | — |
| 105 |  $BA | BOEING CO | $513,099 | 0.2% | -22% | 51.8 |
| 106 |  $AMD | ADVANCED MICRO DEVICES INC | $503,693 | 0.2% | -62% | 78.8 |
| 107 |  $LMT | LOCKHEED MARTIN CORP | $503,457 | 0.2% | -3% | 65 |
| 108 |  $WELL | WELLTOWER INC. | $498,427 | 0.2% | -28% | 75.7 |
| 109 |  $HON | HONEYWELL INTERNATIONAL INC | $498,396 | 0.2% | -2% | 65.7 |
| 110 |  $APH | AMPHENOL CORP /DE/ | $493,270 | 0.2% | -66% | 80.5 |
| 111 |  $INTU | INTUIT INC. | $492,048 | 0.2% | -12% | 82 |
| 112 |  $COP | CONOCOPHILLIPS | $483,384 | 0.2% | -24% | 74.8 |
| 113 |  $UL | UNILEVER PLC | $478,263 | 0.2% | -19% | — |
| 114 |  $MS | MORGAN STANLEY | $474,949 | 0.2% | -49% | — |
| 115 |  $CBOE | Cboe Global Markets, Inc. | $466,014 | 0.2% | -54% | 81.2 |
| 116 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $458,948 | 0.2% | -24% | 75.1 |
| 117 |  $SPGI | S&P Global Inc. | $457,666 | 0.2% | -2% | 79.4 |
| 118 |  $TRV | TRAVELERS COMPANIES, INC. | $457,646 | 0.2% | -25% | 71.5 |
| 119 |  $AU | AngloGold Ashanti PLC | $455,353 | 0.2% | -2% | — |
| 120 |  $VRSN | VERISIGN INC/CA | $448,538 | 0.2% | -5% | 71.6 |
| 121 |  $UNP | UNION PACIFIC CORP | $448,119 | 0.2% | -13% | 74 |
| 122 |  $WEC | WEC ENERGY GROUP, INC. | $446,062 | 0.2% | +0% | 67 |
| 123 |  $AON | Aon plc | $445,759 | 0.2% | -24% | — |
| 124 |  $AXP | AMERICAN EXPRESS CO | $444,343 | 0.2% | -30% | 73.2 |
| 125 |  $MFG | MIZUHO FINANCIAL GROUP INC | $441,901 | 0.1% | -44% | — |
| 126 |  $MNST | Monster Beverage Corp | $440,484 | 0.1% | -20% | 77 |
| 127 |  $ESLT | ELBIT SYSTEMS LTD | $438,130 | 0.1% | -60% | — |
| 128 |  $NEE | NEXTERA ENERGY INC | $437,743 | 0.1% | -19% | 71.7 |
| 129 |  $ISRG | INTUITIVE SURGICAL INC | $435,636 | 0.1% | -29% | 81.4 |
| 130 |  $SCHW | SCHWAB CHARLES CORP | $426,387 | 0.1% | -43% | 77.2 |
| 131 |  $DE | DEERE & CO | $419,095 | 0.1% | -36% | 57.4 |
| 132 |  $SBUX | STARBUCKS CORP | $418,296 | 0.1% | -1% | 54.6 |
| 133 |  $VRT | Vertiv Holdings Co | $417,717 | 0.1% | -32% | 82.7 |
| 134 |  $WIT | WIPRO LTD | $405,571 | 0.1% | -58% | — |
| 135 |  $SLF | SUN LIFE FINANCIAL INC | $403,825 | 0.1% | -1% | — |
| 136 |  $NOW | ServiceNow, Inc. | $399,067 | 0.1% | -13% | 76 |
| 137 |  $MO | ALTRIA GROUP, INC. | $396,600 | 0.1% | -30% | 72.1 |
| 138 |  $SYK | STRYKER CORP | $394,965 | 0.1% | -4% | 69.8 |
| 139 |  $ORLY | O REILLY AUTOMOTIVE INC | $390,841 | 0.1% | -57% | 72.7 |
| 140 |  $HSY | HERSHEY CO | $388,962 | 0.1% | -21% | 59.4 |
| 141 |  $EDU | New Oriental Education & Technology Group Inc. | $388,142 | 0.1% | -1% | — |
| 142 |  $BKNG | Booking Holdings Inc. | $387,349 | 0.1% | -44% | 55.3 |
| 143 |  $GS | GOLDMAN SACHS GROUP INC | $383,233 | 0.1% | -68% | — |
| 144 |  $INTC | INTEL CORP | $379,650 | 0.1% | -45% | 41.5 |
| 145 |  $EQIX | EQUINIX INC | $378,373 | 0.1% | -1% | 61.4 |
| 146 |  $KT | KT CORP | $376,619 | 0.1% | -42% | — |
| 147 |  $KLAC | KLA CORP | $373,992 | 0.1% | -31% | 84.4 |
| 148 |  $TD | TORONTO DOMINION BANK | $371,840 | 0.1% | -33% | — |
| 149 |  $BTI | British American Tobacco p.l.c. | $369,413 | 0.1% | -35% | — |
| 150 |  $GSK | GSK plc | $361,274 | 0.1% | -36% | — |
| 151 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $360,912 | 0.1% | -42% | — |
| 152 |  $ACN | Accenture plc | $354,741 | 0.1% | +54% | — |
| 153 |  $SAP | SAP SE | $352,864 | 0.1% | -71% | — |
| 154 |  $EA | ELECTRONIC ARTS INC. | $350,045 | 0.1% | -27% | 71.1 |
| 155 |  $AWK | American Water Works Company, Inc. | $346,485 | 0.1% | -36% | 61.7 |
| 156 |  $SAN | Banco Santander, S.A. | $344,051 | 0.1% | -45% | — |
| 157 |  $TTE | TotalEnergies SE | $342,631 | 0.1% | -16% | — |
| 158 |  $TRP | TC ENERGY CORP | $334,785 | 0.1% | -34% | — |
| 159 |  $ENB | ENBRIDGE INC | $328,955 | 0.1% | -47% | — |
| 160 |  $C | CITIGROUP INC | $324,353 | 0.1% | -60% | 54.8 |
| 161 |  $DIS | Walt Disney Co | $323,740 | 0.1% | -50% | 68.9 |
| 162 |  $COHR | COHERENT CORP. | $321,584 | 0.1% | NEW | 64 |
| 163 |  $HDB | HDFC BANK LTD | $321,549 | 0.1% | -74% | — |
| 164 |  $WDC | WESTERN DIGITAL CORP | $314,309 | 0.1% | -51% | 76.8 |
| 165 |  $LNG | Cheniere Energy, Inc. | $311,568 | 0.1% | -55% | 48.4 |
| 166 |  $PDD | PDD Holdings Inc. | $310,014 | 0.1% | -3% | — |
| 167 |  $LOW | LOWES COMPANIES INC | $309,054 | 0.1% | -34% | 63.5 |
| 168 |  $BN | BROOKFIELD Corp /ON/ | $307,005 | 0.1% | +10% | — |
| 169 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $301,799 | 0.1% | -47% | 63.7 |
| 170 |  $MCO | MOODYS CORP /DE/ | $301,449 | 0.1% | -27% | 81.3 |
| 171 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $300,770 | 0.1% | -7% | 65.3 |
| 172 |  $AZO | AUTOZONE INC | $300,622 | 0.1% | -66% | 66.5 |
| 173 |  $PGR | PROGRESSIVE CORP/OH/ | $299,937 | 0.1% | -52% | 83.6 |
| 174 |  $PANW | Palo Alto Networks Inc | $299,638 | 0.1% | -26% | 66.5 |
| 175 |  $STX | Seagate Technology Holdings plc | $299,305 | 0.1% | -54% | — |
| 176 |  $TAL | TAL Education Group | $297,803 | 0.1% | +0% | — |
| 177 |  $BMO | BANK OF MONTREAL /CAN/ | $295,447 | 0.1% | -43% | — |
| 178 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $293,018 | 0.1% | -1% | 76.3 |
| 179 |  $ETN | Eaton Corp plc | $290,428 | 0.1% | -56% | — |
| 180 |  $YUM | YUM BRANDS INC | $289,970 | 0.1% | -13% | 71.7 |
| 181 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $289,023 | 0.1% | +4% | — |
| 182 |  $STM | STMicroelectronics N.V. | $287,802 | 0.1% | NEW | — |
| 183 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $286,148 | 0.1% | -27% | 75.4 |
| 184 |  $CRWD | CrowdStrike Holdings, Inc. | $284,609 | 0.1% | -45% | 55 |
| 185 |  $KMI | KINDER MORGAN, INC. | $281,283 | 0.1% | -5% | 74.6 |
| 186 |  $HCA | HCA Healthcare, Inc. | $280,158 | 0.1% | -27% | 70.5 |
| 187 |  $USB | US BANCORP DE | $277,057 | 0.1% | -41% | 71.4 |
| 188 |  $TLK | PERUSAHAAN PERSEROAN PERSERO PT TELEKOMUNIKASI INDONESIA TBK | $276,800 | 0.1% | -24% | — |
| 189 |  $MDT | Medtronic plc | $275,720 | 0.1% | -46% | — |
| 190 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $275,617 | 0.1% | -43% | — |
| 191 |  $MDLZ | Mondelez International, Inc. | $275,000 | 0.1% | NEW | 53.9 |
| 192 |  $APP | AppLovin Corp | $274,620 | 0.1% | -20% | 86.8 |
| 193 |  $UTHR | UNITED THERAPEUTICS Corp | $274,550 | 0.1% | -5% | 80.1 |
| 194 |  $ICE | Intercontinental Exchange, Inc. | $271,937 | 0.1% | -3% | 73.8 |
| 195 |  $ADP | AUTOMATIC DATA PROCESSING INC | $271,652 | 0.1% | -6% | 77.9 |
| 196 |  $GIB | CGI INC | $271,493 | 0.1% | NEW | — |
| 197 |  $ARGX | ARGENX SE | $270,193 | 0.1% | -36% | — |
| 198 |  $UNH | UNITEDHEALTH GROUP INC | $266,531 | 0.1% | -78% | 66.8 |
| 199 |  $FIX | COMFORT SYSTEMS USA INC | $266,145 | 0.1% | NEW | 79.5 |
| 200 |  $UBER | Uber Technologies, Inc | $263,839 | 0.1% | -54% | 79.3 |
| 201 |  $GD | GENERAL DYNAMICS CORP | $262,563 | 0.1% | -15% | 73 |
| 202 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $260,462 | 0.1% | -68% | — |
| 203 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $255,684 | 0.1% | NEW | — |
| 204 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $254,606 | 0.1% | -1% | 68.1 |
| 205 |  $SNPS | SYNOPSYS INC | $254,540 | 0.1% | -4% | 63.1 |
| 206 |  $NOK | NOKIA CORP | $252,054 | 0.1% | -13% | — |
| 207 |  $WMB | WILLIAMS COMPANIES, INC. | $249,053 | 0.1% | -65% | 72.8 |
| 208 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $247,961 | 0.1% | -59% | — |
| 209 |  $MMM | 3M CO | $243,551 | 0.1% | -35% | 60.7 |
| 210 |  $NVO | NOVO NORDISK A S | $243,395 | 0.1% | -65% | — |
| 211 |  $PFE | PFIZER INC | $241,656 | 0.1% | -14% | 69 |
| 212 |  $TFC | TRUIST FINANCIAL CORP | $241,618 | 0.1% | -1% | — |
| 213 |  $SHW | SHERWIN WILLIAMS CO | $241,054 | 0.1% | -1% | 65.3 |
| 214 |  $COF | CAPITAL ONE FINANCIAL CORP | $238,801 | 0.1% | -55% | 71 |
| 215 |  $TDY | TELEDYNE TECHNOLOGIES INC | $238,374 | 0.1% | -43% | 70.2 |
| 216 |  $NEM | NEWMONT Corp /DE/ | $236,418 | 0.1% | -59% | 88.3 |
| 217 |  $CI | Cigna Group | $235,274 | 0.1% | -4% | 66.8 |
| 218 |  $WRB | BERKLEY W R CORP | $234,234 | 0.1% | -10% | 71.8 |
| 219 |  $PLD | Prologis, Inc. | $233,694 | 0.1% | -42% | 67.5 |
| 220 |  $QCOM | QUALCOMM INC/DE | $232,963 | 0.1% | -53% | 81.9 |
| 221 |  $GLW | CORNING INC /NY | $228,566 | 0.1% | -60% | 72.7 |
| 222 |  $LYG | Lloyds Banking Group plc | $228,266 | 0.1% | -7% | — |
| 223 |  $O | REALTY INCOME CORP | $228,018 | 0.1% | NEW | 74.6 |
| 224 |  $CEG | Constellation Energy Corp | $226,472 | 0.1% | -10% | 62.5 |
| 225 |  $ADBE | ADOBE INC. | $226,307 | 0.1% | -41% | 80.4 |
| 226 |  $RRC | RANGE RESOURCES CORP | $225,900 | 0.1% | -50% | 82.8 |
| 227 |  $AEM | AGNICO EAGLE MINES LTD | $224,090 | 0.1% | NEW | — |
| 228 |  $NET | Cloudflare, Inc. | $223,879 | 0.1% | -31% | 52.6 |
| 229 |  $VLO | VALERO ENERGY CORP/TX | $222,619 | 0.1% | NEW | 51.4 |
| 230 |  $FN | Fabrinet | $219,560 | 0.1% | NEW | 72.4 |
| 231 |  $SNY | Sanofi | $219,556 | 0.1% | -33% | — |
| 232 |  $B | BARRICK MINING CORP | $218,920 | 0.1% | -66% | — |
| 233 |  $CL | COLGATE PALMOLIVE CO | $218,615 | 0.1% | NEW | 72.4 |
| 234 |  $UBS | UBS Group AG | $217,151 | 0.1% | -43% | — |
| 235 |  $ABT | ABBOTT LABORATORIES | $215,504 | 0.1% | -77% | 67 |
| 236 |  $BMY | BRISTOL MYERS SQUIBB CO | $213,973 | 0.1% | NEW | 70.1 |
| 237 |  $JCI | Johnson Controls International plc | $213,449 | 0.1% | -61% | — |
| 238 |  $FTS | Fortis Inc. | $213,174 | 0.1% | -27% | — |
| 239 |  $HWM | Howmet Aerospace Inc. | $210,180 | 0.1% | -47% | 79.1 |
| 240 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $209,792 | 0.1% | -42% | 74.4 |
| 241 |  $D | DOMINION ENERGY, INC | $208,333 | 0.1% | -4% | 74.9 |
| 242 |  $WDS | WOODSIDE ENERGY GROUP LTD | $208,043 | 0.1% | NEW | — |
| 243 |  $ADI | ANALOG DEVICES INC | $207,427 | 0.1% | -60% | 76.2 |
| 244 |  $L | LOEWS CORP | $207,396 | 0.1% | -3% | 75.2 |
| 245 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $205,559 | 0.1% | -41% | — |
| 246 |  $PH | Parker-Hannifin Corp | $205,010 | 0.1% | -63% | 73.8 |
| 247 |  $FCX | FREEPORT-MCMORAN INC | $200,440 | 0.1% | -76% | 73.1 |
| 248 |  $DELL | Dell Technologies Inc. | $200,074 | 0.1% | NEW | 76 |
| 249 |  $TKC | TURKCELL ILETISIM HIZMETLERI A S | $194,293 | 0.1% | -31% | — |
| 250 |  $UGP | ULTRAPAR HOLDINGS INC | $183,152 | 0.1% | +0% | — |
| 251 |  $LPL | LG Display Co., Ltd. | $165,327 | 0.1% | NEW | — |
| 252 |  $ELPC | ENERGY CO OF PARANA | $164,485 | 0.1% | +0% | — |
| 253 |  $NIO | NIO Inc. | $161,254 | 0.1% | -36% | — |
| 254 |  $NMR | NOMURA HOLDINGS INC | $134,398 | 0.1% | -21% | — |
| 255 |  $HLN | Haleon plc | $132,733 | 0.1% | -2% | — |
| 256 |  $CIG | ENERGY CO OF MINAS GERAIS | $114,789 | 0.0% | +0% | — |
| 257 |  $SOBO | South Bow Corp | $76,015 | 0.0% | -29% | — |
| 258 |  $ABEV | AMBEV S.A. | $74,197 | 0.0% | -51% | — |
| 259 |  $MLCO | Melco Resorts & Entertainment LTD | $71,398 | 0.0% | -2% | — |
New Positions (15)
$COHR COHERENT CORP.$321,584$STM STMicroelectronics N.V.$287,802$MDLZ Mondelez International, Inc.$275,000$GIB CGI INC$271,493$FIX COMFORT SYSTEMS USA INC$266,145$DSGX DESCARTES SYSTEMS GROUP INC$255,684$O REALTY INCOME CORP$228,018$AEM AGNICO EAGLE MINES LTD$224,090$VLO VALERO ENERGY CORP/TX$222,619$FN Fabrinet$219,560$CL COLGATE PALMOLIVE CO$218,615$BMY BRISTOL MYERS SQUIBB CO$213,973$WDS WOODSIDE ENERGY GROUP LTD$208,043$DELL Dell Technologies Inc.$200,074$LPL LG Display Co., Ltd.$165,327Exited Positions (106)
$HTFL Heartflow, Inc.
$MFC MANULIFE FINANCIAL CORP
$ROP ROPER TECHNOLOGIES INC
$TRI THOMSON REUTERS CORP /CAN/
$DB DEUTSCHE BANK AKTIENGESELLSCHAFT
$ADSK Autodesk, Inc.
$MELI MERCADOLIBRE INC
$FICO FAIR ISAAC CORP
$TT Trane Technologies plc
$BCS BARCLAYS PLC
$BSX BOSTON SCIENTIFIC CORP
$FERG Ferguson Enterprises Inc. /DE/
$NXPI NXP Semiconductors N.V.
$TCOM Trip.com Group Ltd
$PCAR PACCAR INCBrowse Top Institutional Investors
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