Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

B. Metzler seel. Sohn & Co. AG

Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0000947871-25-000732

Total Value
$10.46B
Positions
1,146
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT641,097$318.9M3.22%
2MICROSOFT CORPMSFT617,313$307.1M3.10%
3NVIDIA CORP.NVDA1,857,994$293.5M2.96%
4MICROSOFT CORPMSFT470,832$234.2M2.37%
5APPLE INC.AAPL1,074,235$220.4M2.23%
6AMAZON.COM INC.AMZN981,018$215.2M2.17%
7VISA INC.V553,217$196.4M1.98%
8ALPHABET INC.GOOG1,094,446$192.9M1.95%
9ALPHABET INC.GOOG1,064,133$187.5M1.89%
10AMAZON.COM INC.AMZN853,489$187.2M1.89%
11COCA-COLA CO.KO2,636,270$186.5M1.88%
12APPLE INC.AAPL897,703$184.2M1.86%
13AMAZON.COM INC.AMZN783,235$171.8M1.74%
14ABBOTT LABSABLZF1,164,720$158.4M1.60%
15THERMO FISH.SCIENTIF.TMO389,838$158.1M1.60%
16PROCTER GAMBLE742718109980,485$156.2M1.58%
17APPLE INC.AAPL708,424$145.3M1.47%
18PALO ALTO NETWKSPANW706,012$144.5M1.46%
19NVIDIA CORP.NVDA901,065$142.4M1.44%
20META PLATF.META180,916$133.5M1.35%
21BROADCOM INC.AVGO479,936$132.3M1.34%
22NIKE INC.NKE1,855,673$131.8M1.33%
23S&P GLOBAL INC.SPGI227,901$120.2M1.21%
24META PLATF.META144,302$106.5M1.08%
25ALPHABET INC.GOOG590,969$104.1M1.05%
26MASTERCARD INC.AMA178,538$100.3M1.01%
27CITIGROUP INC.C-PR1,176,560$100.1M1.01%
28SALESFORCE INC.CRM333,323$90.9M0.92%
29VISA INC.V251,060$89.1M0.90%
30META PLATF.META115,095$84.9M0.86%
31JPMORGAN CHASEVYLD278,290$80.7M0.81%
32VERTEX PHARMAC.VRTX179,601$80.0M0.81%
33AMPHENOL CORP.032095101770,914$76.1M0.77%
34TAIWAN SEMICON.MANU.874039100323,059$73.2M0.74%
35ABBVIE INC.ABBV376,923$70.0M0.71%
36PROCTER GAMBLE742718109434,287$69.2M0.70%
37JPMORGAN CHASEVYLD238,578$69.2M0.70%
38MCDONALDS CORP.MCD216,884$63.4M0.64%
39THERMO FISH.SCIENTIF.TMO152,805$62.0M0.63%
40ABBOTT LABSABLZF432,485$58.8M0.59%
41NETFLIX INC.NFLX43,606$58.4M0.59%
42HOWMET AEROSPACEHWM305,219$56.8M0.57%
43HOME DEPOT INC.HD153,268$56.2M0.57%
44ELI LILLYLLY71,348$55.6M0.56%
45BOOKING HLDGSBKNG9,600$55.6M0.56%
46S&P GLOBAL INC.SPGI104,895$55.3M0.56%
47BROADCOM INC.AVGO196,992$54.3M0.55%
48NIKE INC.NKE747,445$53.1M0.54%
49CINTAS CORP.CTAS236,526$52.7M0.53%
50SYNOPSYS INC.SNPS96,798$49.6M0.50%
51COCA-COLA CO.KO696,401$49.3M0.50%
52PROCTER GAMBLE742718109308,268$49.1M0.50%
53SALESFORCE INC.CRM178,373$48.6M0.49%
54BROADRIDGE FINL SOL.11133T103191,325$46.5M0.47%
55BERKSHIRE HATHAWAY INC DELBRK-A63$45.9M0.46%
56S&P GLOBAL INC.SPGI85,454$45.1M0.46%
57COCA-COLA CO.KO618,585$43.8M0.44%
58NVIDIA CORP.NVDA245,890$38.8M0.39%
59PALO ALTO NETWKSPANW188,878$38.7M0.39%
60VERTEX PHARMAC.VRTX84,953$37.8M0.38%
61ADVANCED MIC.DEV.AMD266,518$37.8M0.38%
62CITIGROUP INC.C-PR435,258$37.0M0.37%
63ARISTA NET.INC. NEWANET360,930$36.9M0.37%
64SALESFORCE INC.CRM127,164$34.7M0.35%
65MARSH&MCLENNAN COS.INC571748102158,247$34.6M0.35%
66COSTCO WHOLESALE22160K10532,460$32.1M0.32%
67SHERWIN-WILLIAMSSHW92,952$31.9M0.32%
68MCDONALDS CORP.MCD108,244$31.6M0.32%
69BERKSHIRE HATHAWAY INC DELBRK-A65,061$31.6M0.32%
70TAIWAN SEMICON.MANU.874039100136,856$31.0M0.31%
71GARTNER INC.IT74,600$30.2M0.30%
72VISA INC.V84,402$30.0M0.30%
73JOHNSON & JOHNSONJNJ195,403$29.8M0.30%
74ELI LILLYLLY37,863$29.5M0.30%
75MASTERCARD INC.MA52,447$29.5M0.30%
76THERMO FISH.SCIENTIF.TMO71,082$28.8M0.29%
77TESLA INC.TSLA88,443$28.1M0.28%
78ALPHABET INC.GOOG157,875$28.0M0.28%
79MCDONALDS CORP.MCD94,863$27.7M0.28%
80WASTE MANAGEMENT94106L109112,136$25.7M0.26%
81TEXAS INSTR.882508104122,947$25.5M0.26%
82UNION PAC.UNP110,785$25.5M0.26%
83AUTOZONE INC.AZO6,791$25.2M0.25%
84TESLA INC.TSLA77,862$24.7M0.25%
85VERTEX PHARMAC.VRTX55,067$24.5M0.25%
86CISCO SYSTEMSCSCO349,847$24.3M0.25%
87SERVICENOW INC.NOW22,798$23.4M0.24%
88STRYKER CORP.SYK58,767$23.2M0.23%
89MERCK CO.MRK291,698$23.1M0.23%
90JOHNSON & JOHNSONJNJ148,245$22.6M0.23%
91ORACLE CORP.ORCL-PD99,522$21.8M0.22%
92BANK AMERICA060505104451,567$21.4M0.22%
93NETFLIX INC.NFLX15,581$20.9M0.21%
94PEPSICO INC.PEP153,761$20.3M0.21%
95APPLIED MATERIALS INC.038222105110,506$20.2M0.20%
96COLGATE-PALMOLIVECL218,600$19.9M0.20%
97PEPSICO INC.PEP147,596$19.5M0.20%
98HDFC BANK LTDHDB253,422$19.4M0.20%
99JPMORGAN CHASEVYLD66,800$19.4M0.20%
100CISCO SYSTEMSCSCO265,000$18.4M0.19%
101MERCADOLIBRE INC.MELI6,891$18.0M0.18%
102COSTCO WHOLESALE22160K10518,047$17.9M0.18%
103HOME DEPOT INC.HD48,212$17.7M0.18%
104ABBOTT LABSABLZF129,740$17.6M0.18%
105GOLDMAN SACHS GRP INC.GSCE24,775$17.5M0.18%
106ABBVIE INC.ABBV93,793$17.4M0.18%
107MERCADOLIBRE INC.MELI6,598$17.2M0.17%
108BLACKROCK INC.BLK15,964$16.8M0.17%
109SERVICENOW INC.NOW16,031$16.5M0.17%
110BOSTON SCIENTIFICBSX146,956$15.8M0.16%
111ALPHABET INC.GOOG88,902$15.8M0.16%
112WALMARTWMT160,150$15.7M0.16%
113JOHNSON & JOHNSONJNJ100,066$15.3M0.15%
114ANALOG DEVICES INC.ADI64,186$15.3M0.15%
115DANAHER CORP.23585110276,824$15.2M0.15%
116WALMARTWMT151,009$14.8M0.15%
117TEXAS INSTR.88250810469,651$14.5M0.15%
118AMERICAN WATER WKS03042010399,344$13.8M0.14%
119AMPHENOL CORP.032095101139,248$13.8M0.14%
120CISCO SYSTEMSCSCO196,063$13.6M0.14%
121EXXON MOBIL CORP.XOM123,064$13.3M0.13%
122CHARLES SCHWAB CORP.SCHW-PJ144,167$13.2M0.13%
123ANALOG DEVICES INC.ADI54,500$13.0M0.13%
124PEPSICO INC.PEP96,530$12.7M0.13%
125INTUIT INC.INTU16,161$12.7M0.13%
126LAM RESEARCH CORP. NEWLRCX130,499$12.7M0.13%
127INTERCONTINENTAL EXCH.INC45866F10469,161$12.7M0.13%
128REINSUR.GRP75935160463,950$12.7M0.13%
129MERCK CO.MRK156,600$12.4M0.13%
130TJX COS INC.87254010998,493$12.2M0.12%
131TEXAS INSTR.88250810458,002$12.0M0.12%
132DISNEY (WALT) CO.25468710695,078$11.8M0.12%
133MORGAN STANLEYMS-PQ83,514$11.8M0.12%
134AMER. EXPRESSAXP36,659$11.7M0.12%
135PROGRESSIVE CORP.74331510342,735$11.4M0.12%
136CARVANA CO.CVNA33,368$11.2M0.11%
137AMER. EXPRESSAXP34,734$11.1M0.11%
138BOOKING HLDGSBKNG1,911$11.1M0.11%
139INTL BUS. MACH.INTR37,134$10.9M0.11%
140EQUIFAX INC.EFX41,844$10.9M0.11%
141HDFC BANK LTDHDB141,241$10.8M0.11%
142INTERCONTINENTAL EXCH.INC45866F10458,874$10.8M0.11%
143COLGATE-PALMOLIVECL114,650$10.4M0.11%
144INTL BUS. MACH.INTR35,104$10.3M0.10%
145ORACLE CORP.ORCL-PD46,199$10.1M0.10%
146COLGATE-PALMOLIVECL110,077$10.0M0.10%
147WEC ENERGY GRPWEC93,002$9.7M0.10%
148ADOBE INC.ADBE24,906$9.6M0.10%
149MSCI INC.MSCI16,671$9.6M0.10%
150PACCAR INC.PCAR100,102$9.5M0.10%
151AMGEN INC.AMGN33,727$9.4M0.10%
152QUALCOMM INC.QCOM58,879$9.4M0.09%
153CAPITAL ONE FINL14040H10543,980$9.4M0.09%
154IDEXX LABS INC.45168D10417,204$9.2M0.09%
155INTUIT INC.INTU11,616$9.1M0.09%
156UNITEDHEALTH GROUPUNH28,811$9.0M0.09%
157WATSCO INC.WSO-B20,164$8.9M0.09%
158SYNOPSYS INC.SNPS17,350$8.9M0.09%
159HEALTHEQUITY INC.HQY83,576$8.8M0.09%
160SYNOPSYS INC.SNPS16,865$8.6M0.09%
161COMCAST CORP.CCZ239,029$8.5M0.09%
162BLACKROCK INC.BLK8,097$8.5M0.09%
163CATERPILLAR INC.CAT21,750$8.4M0.09%
164GE AEROSPACE36960430132,720$8.4M0.09%
165UNION PAC.UNP36,351$8.4M0.08%
166LOWE'S COS INC.54866110737,673$8.4M0.08%
167ADVANCED MIC.DEV.AMD57,824$8.2M0.08%
168AMETEK INC.AME44,318$8.0M0.08%
169QUANTA SVCS74762E10221,068$8.0M0.08%
170BOSTON SCIENTIFICBSX74,076$8.0M0.08%
171GILEAD SCIENCESGILD71,641$7.9M0.08%
172FOM.ECO.MEX.S.D.CV34441910676,914$7.9M0.08%
173MOTOROLA SOLUTIONSMSI18,771$7.9M0.08%
174GE AEROSPACE36960430130,413$7.8M0.08%
175WELLS FARGO & CO.94974610197,462$7.8M0.08%
176BLACKROCK INC.BLK7,437$7.8M0.08%
177SOFI TECHNOLOGIESSOFI424,000$7.7M0.08%
178SHERWIN-WILLIAMSSHW22,393$7.7M0.08%
179DISNEY (WALT) CO.25468710661,773$7.7M0.08%
180INTUITIVE SURGIC.ISRG14,077$7.6M0.08%
181PALANTIR TECHNOLOGIES INCPLTR55,562$7.6M0.08%
182ADOBE INC.ADBE19,452$7.5M0.08%
183BANK AMERICA060505104158,259$7.5M0.08%
184STRYKER CORP.SYK18,796$7.4M0.08%
185VERIZON COMM. INC.VZ168,861$7.3M0.07%
186UNITEDHEALTH GROUPUNH23,389$7.3M0.07%
187AMGEN INC.AMGN26,091$7.3M0.07%
188TRUIST FINL CORP.89832Q109168,628$7.2M0.07%
189ZOETIS INC.ZTS46,252$7.2M0.07%
190PNC FINL SERVICES GRP69347510538,415$7.2M0.07%
191ELEVANCE HEALTHELV18,392$7.2M0.07%
192CATERPILLAR INC.CAT18,352$7.1M0.07%
193PALO ALTO NETWKSPANW34,437$7.0M0.07%
194ALLSTATE CORP.ALL-PJ34,799$7.0M0.07%
195OLD DOMIN.FR.LINEODFL42,561$6.9M0.07%
196CHARLES SCHWAB CORP.SCHW-PJ75,200$6.9M0.07%
197AMERICAN TOWER03027X10030,598$6.8M0.07%
198MICROCHIP TECH.MCHPP95,776$6.7M0.07%
199UNITED RENTALS INC.URI8,890$6.7M0.07%
200EMERSON EL.EMR50,164$6.7M0.07%
201CASELLA WASTE SYSCWST57,697$6.7M0.07%
202UBER TECH.UBER70,907$6.6M0.07%
203CATERPILLAR INC.CAT16,953$6.6M0.07%
204WESTINGH.AI.BR.T.92974010831,343$6.6M0.07%
205FIDELITY NATL INF. SVCS31620M10680,236$6.5M0.07%
206EXELON CORP.EXC150,064$6.5M0.07%
207MICRON TECHN. INC.MU51,905$6.4M0.06%
208KB FINANCIAL48241A10577,332$6.4M0.06%
209SEMPRASREA82,838$6.3M0.06%
210CHENIERE ENERGYLNG25,759$6.3M0.06%
211ONEOK INC. (NEW)OKE76,528$6.2M0.06%
212VERIZON COMM. INC.VZ144,161$6.2M0.06%
213AUTOM. DATA PROC.ADP19,977$6.2M0.06%
214KKR & CO. INC.KKRT46,207$6.1M0.06%
215HOWMET AEROSPACEHWM32,558$6.1M0.06%
216LAM RESEARCH CORP. NEWLRCX62,119$6.0M0.06%
217T-MOBILE US INC.TMUSZ25,338$6.0M0.06%
218AUTOM. DATA PROC.ADP19,409$6.0M0.06%
219FASTENAL CO.FAST141,430$5.9M0.06%
220ZOETIS INC.ZTS37,987$5.9M0.06%
221PFIZER INC.PFE240,197$5.8M0.06%
222HUNTINGTON BANCSHSHBANP346,335$5.8M0.06%
223MARATHON PETROLEUMMARA34,370$5.7M0.06%
224APPLIED MATERIALS INC.03822210531,064$5.7M0.06%
225AUTODESK INC.ADSK18,285$5.7M0.06%
226COPART INC.CPRT114,378$5.6M0.06%
227MOTOROLA SOLUTIONSMSI13,284$5.6M0.06%
228CONOCOPHILLIPSCOP62,166$5.6M0.06%
229MARSH&MCLENNAN COS.INC.57174810224,971$5.5M0.06%
230KLA CORP.KLAC6,079$5.4M0.05%
231GE VERNOVA INC.GEV10,265$5.4M0.05%
232LENNAR CORP.ALEN-B48,481$5.4M0.05%
233EMERSON EL.EMR40,170$5.4M0.05%
234AT & T INC.T-PC183,905$5.3M0.05%
235WORKDAY INC.WDAY22,144$5.3M0.05%
236ITAU UNIBCO HLDG465562106770,736$5.2M0.05%
237WASTE MANAGEMENT94106L10922,836$5.2M0.05%
238COREBRIDGE FINANCIAL INC.21871X109146,600$5.2M0.05%
239SHIFT4 PAYMTS82452J10952,336$5.2M0.05%
240REGAL REXNORD CORP.RRX35,681$5.2M0.05%
241KLA CORP.KLAC5,774$5.2M0.05%
242AXON ENTERPRISEAXON6,165$5.1M0.05%
243TEXTRON INC.TXT62,624$5.0M0.05%
244CHEVRON CORP.CVX35,107$5.0M0.05%
245FLOWSERVE CORP.FLS95,316$5.0M0.05%
246CME GROUP INC.CME18,051$5.0M0.05%
247FREEPORT-MCMORAN INC.FCX114,672$5.0M0.05%
248DEERE CO.DE9,732$4.9M0.05%
249OLL.BARG.OUTL.HLD.68111610937,496$4.9M0.05%
250NEXTERA ENERGY INC.NEE-PW71,107$4.9M0.05%
251EVERCOREEVR18,222$4.9M0.05%
252QUALCOMM INC.QCOM30,883$4.9M0.05%
253NEXTERA ENERGY INC.NEE-PW70,350$4.9M0.05%
254SAIA INC.SAIA17,798$4.9M0.05%
255WILLIAMS COS INC.96945710077,332$4.9M0.05%
256CMS ENERGY CORP.CMS-PC69,755$4.8M0.05%
257PFIZER INC.PFE199,095$4.8M0.05%
258INFOSYS LTD.INFY257,057$4.8M0.05%
259PROLOGIS INC.PLDGP45,261$4.8M0.05%
260ICICI BANK LTDIBN140,896$4.7M0.05%
261ENSIGN GROUP INC.ENSG30,640$4.7M0.05%
262AMERICAN TOWER03027X10021,360$4.7M0.05%
263BAKER HUGHES CO.BKR122,788$4.7M0.05%
264APPLIED IND. TECHS03820C10520,180$4.7M0.05%
265MORGAN STANLEYMS-PQ33,230$4.7M0.05%
266ACUITYAYI15,336$4.6M0.05%
267ARISTA NET.INC. NEWANET44,652$4.6M0.05%
268FORTIVE CORP.FTV87,522$4.6M0.05%
269DELL TECHS INC.DELL37,192$4.6M0.05%
270STERLING INFRASTRU.STRL19,758$4.6M0.05%
271COINBASE GLB.COIN13,006$4.6M0.05%
272PROLOGIS INC.PLDGP43,335$4.6M0.05%
273REPUBLIC SERVIC.76075910018,349$4.5M0.05%
274ALLIANT ENERGYLNT74,593$4.5M0.05%
275CSX CORP.CSX138,087$4.5M0.05%
276GOLDMAN SACHS GRP INC.GSCE6,355$4.5M0.05%
277CADENCE DESIGN SYSCDNS14,549$4.5M0.05%
278PALANTIR TECHNOLOGIES INCPLTR32,839$4.5M0.05%
279HCA HEALTHCARE INC.HCA11,634$4.5M0.05%
280INTL PAPER46014610395,063$4.5M0.04%
281BRISTOL-MYERS SQUIBBCELG-RI95,735$4.4M0.04%
282MARVELL TECH. GRPMRVL57,132$4.4M0.04%
283XYLEM INC.XYL34,000$4.4M0.04%
284MARVELL TECH. GRPMRVL56,511$4.4M0.04%
285DOLLAR GENER.CORP.25667710537,947$4.3M0.04%
286EAST WEST BANCORPEWBC42,821$4.3M0.04%
287PAYPAL HDGS INC.PYPL58,086$4.3M0.04%
288KADANT INC.KAI13,500$4.3M0.04%
289MICRON TECHN. INC.MU34,761$4.3M0.04%
290PHILIP MORRIS INTL INC.71817210923,432$4.3M0.04%
291CAPITAL ONE FINL14040H10519,966$4.2M0.04%
292BROADCOM INC.AVGO15,255$4.2M0.04%
293TENET HEALTHCARETHC23,824$4.2M0.04%
294EQUINIX INC.EQIX5,255$4.2M0.04%
295SHINHAN FINLSHG92,459$4.2M0.04%
296MOODY'S CORPMCO8,300$4.2M0.04%
297PDD HOLDINGSPDD39,303$4.1M0.04%
298CHENIERE ENERGYLNG16,888$4.1M0.04%
299ROCKWELL AU.ROK12,303$4.1M0.04%
300LOWE'S COS INC.54866110718,387$4.1M0.04%
301CIGNA GROUP, THE12552310012,332$4.1M0.04%
302GRAINGER (W.W.) INC.3848021043,881$4.0M0.04%
303CUMMINS INC.CMI12,309$4.0M0.04%
304NIKE INC.NKE56,709$4.0M0.04%
305SERVICETITAN INC.TTAN37,518$4.0M0.04%
306HOLOGIC INC.HOLX61,535$4.0M0.04%
307DIGITAL REALTY TR.25386810322,977$4.0M0.04%
308GEN DIGITAL INC.GENVR135,758$4.0M0.04%
309CENCORACOR13,243$4.0M0.04%
310SITEO.LANDS.SUPP.INC.SITE32,786$4.0M0.04%
311ZSCALER INC.ZS12,625$4.0M0.04%
312DOLLAR GENER.CORP.25667710534,498$3.9M0.04%
313NETAPP INC.NTAP37,019$3.9M0.04%
314CHEFS WAREHOUSE INC.16308610161,565$3.9M0.04%
315TJX COS INC.87254010931,666$3.9M0.04%
316MONDELEZ INTL INC.60920710557,364$3.9M0.04%
317WESTERN ALLIANCE BANC.WAL-PA49,474$3.9M0.04%
318ILL. TOOL WKS45230810915,567$3.8M0.04%
319KNIGHT-SWIFT TR. HLDGS49904910486,756$3.8M0.04%
320BK N.Y. MELLON06405810041,589$3.8M0.04%
321XYLEM INC.XYL29,202$3.8M0.04%
322BURLINGTON STORESBURL16,023$3.7M0.04%
323ROPER TECHNOLOGIESROP6,575$3.7M0.04%
324BLACKSTONE INC.BX24,700$3.7M0.04%
325WINGSTOP INC.WING10,887$3.7M0.04%
326PETROLEO BRASILEIRO71654V408292,476$3.7M0.04%
327NETAPP INC.NTAP34,242$3.6M0.04%
328LIBERTY MED.C FORMULA ONEFWONB34,906$3.6M0.04%
329VALVOLINE INC.VVV96,280$3.6M0.04%
330UNITED PARCEL SE.UPS36,065$3.6M0.04%
331MCKESSONMCK4,933$3.6M0.04%
332MONDELEZ INTL INC.60920710553,514$3.6M0.04%
333FRESHPET INC.FRPT52,833$3.6M0.04%
334DEERE CO.DE7,039$3.6M0.04%
335ELEVANCE HEALTHELV9,085$3.5M0.04%
336PINNACLE FINANCIAL72346Q10431,954$3.5M0.04%
337CHEVRON CORP.CVX24,582$3.5M0.04%
338UNITED RENTALS INC.URI4,637$3.5M0.04%
3391ST HAWAIIAN INC.FHB139,818$3.5M0.04%
340TELKOM INDONESIA715684106205,609$3.5M0.04%
341INTEL CORP.INTC154,949$3.5M0.04%
342O'REILLY AUTOMOTIV.67103H10738,491$3.5M0.04%
343AIRBNB INC.ABNB26,194$3.5M0.04%
344FIFTH THIRD BANCORPFITBM83,904$3.5M0.03%
345PARKER-HANNIFINPH4,932$3.4M0.03%
346VERISK ANALYTICSVRSK11,022$3.4M0.03%
347BOOT BARN HLDGSBOOT22,579$3.4M0.03%
348ZSCALER INC.ZS10,800$3.4M0.03%
349STARBUCKS CORP.SBUX36,950$3.4M0.03%
350TENCENT MUSIC ENT.XHLD173,352$3.4M0.03%
351FISERV INC.FISV19,499$3.4M0.03%
352INSPIRE MED SYS45773010925,762$3.3M0.03%
353SEMTECH CORP.SMTC73,740$3.3M0.03%
354VEEVA SYSTEMSVEEV11,498$3.3M0.03%
355COMCAST CORP.CCZ92,000$3.3M0.03%
356FORTINET INC.FTNT30,738$3.2M0.03%
357IDEX CORP.45167R10418,505$3.2M0.03%
358DUPONT DE NEMOURS INC.DD46,937$3.2M0.03%
359RBC BEARINGS INC.RBC8,343$3.2M0.03%
360DIGITAL REALTY TR.25386810318,263$3.2M0.03%
361YUM CHINA HLDGSYUMC71,086$3.2M0.03%
362BILL HOLDINGSBILL68,514$3.2M0.03%
363NASDAQ INC.NDAQ35,346$3.2M0.03%
364GROUP 1 AUTOM.GPI7,223$3.2M0.03%
365AUTODESK INC.ADSK10,178$3.2M0.03%
366EQUINIX INC.EQIX3,953$3.1M0.03%
367AAON INC.AAON42,499$3.1M0.03%
368MERCURY SYSTEMSMRCY57,891$3.1M0.03%
369INTUITIVE SURGIC.ISRG5,725$3.1M0.03%
370EASTGRP PTIES27727610118,531$3.1M0.03%
371DIAMONDBACK ENERGYFANG22,513$3.1M0.03%
372CROWDSTRIKE HLD.CRWD6,034$3.1M0.03%
373BERKSHIRE HATHAWAY INC DELBRK-A6,295$3.1M0.03%
374QUANTA SVCS74762E1028,088$3.1M0.03%
375FERGUSON ENTERPRISES INC.FERG14,034$3.1M0.03%
376PROCORE TECH.INC.PCOR44,557$3.0M0.03%
377TRIP.COM.GROUPTRPCF51,598$3.0M0.03%
378U.S. BANCORPUSB-PS66,539$3.0M0.03%
379CUBESMARTCUBE70,771$3.0M0.03%
380TRAVELERS COS INC.TRV11,202$3.0M0.03%
381PFIZER INC.PFE123,443$3.0M0.03%
382RAMBUS INC.RMBS46,479$3.0M0.03%
383ENPRO INC.NPO15,526$3.0M0.03%
384KLAVIYO INC.KVYO88,554$3.0M0.03%
385PROGRESSIVE CORP.74331510311,116$3.0M0.03%
386CSW IND. INC.CSW10,335$3.0M0.03%
387MEDPACE HOLDINGSMEDP9,430$3.0M0.03%
388BANK OZKOZKAP62,802$3.0M0.03%
389GILEAD SCIENCESGILD26,586$2.9M0.03%
390ILL. TOOL WKS45230810911,920$2.9M0.03%
391SYSCO CORP.SYY38,823$2.9M0.03%
392HALLIBURTON CO.HAL143,324$2.9M0.03%
393CADENCE DESIGN SYSCDNS9,421$2.9M0.03%
394SEA LTDSE17,970$2.9M0.03%
395COMMVAULT SYS INCCVLT16,421$2.9M0.03%
396PRIMERICA INC.PRI10,460$2.9M0.03%
397CDW CORP.CDW16,003$2.9M0.03%
398PLANET FITNESSPLNT26,203$2.9M0.03%
399PAYCHEX INC.PAYX19,551$2.8M0.03%
400CHURCHILL DOWNS INC.CHDN28,109$2.8M0.03%
401GITLABGTLB62,874$2.8M0.03%
402YUM BRANDSYUM19,010$2.8M0.03%
403BRISTOL-MYERS SQUIBBCELG-RI60,798$2.8M0.03%
404BAKER HUGHES CO.BKR73,117$2.8M0.03%
405CHARTER COM.16119P1086,709$2.7M0.03%
406SYSCO CORP.SYY36,197$2.7M0.03%
407KANZHUN LTDBZ153,551$2.7M0.03%
408F5 INCFFIV9,304$2.7M0.03%
409INTEL CORP.INTC121,960$2.7M0.03%
410SOUTHERN COPPERSCCO26,930$2.7M0.03%
411MOELIS&CO.MC43,383$2.7M0.03%
412STARBUCKS CORP.SBUX29,321$2.7M0.03%
413EVERSOURCE ENERGYES41,847$2.7M0.03%
414ICF INTL INC.44925C10330,858$2.6M0.03%
415EOG RESOURCESEOG21,710$2.6M0.03%
416CME GROUP INC.CME9,395$2.6M0.03%
417ATMOS EN. CORP.ATO16,786$2.6M0.03%
418COOPER COS. INC.21664850136,234$2.6M0.03%
419DEERE CO.DE5,064$2.6M0.03%
420TEXAS ROADHOUSETXRH13,738$2.6M0.03%
421FORTINET INC.FTNT24,237$2.6M0.03%
422TAKE-TWO INTERACT. SOFTW.TTWO10,530$2.6M0.03%
423INSTAL.BLDG PRODS45780R10114,135$2.5M0.03%
424MORNINGSTAR INC.MORN8,088$2.5M0.03%
425MICROSTRATEG.A NEWSTRK6,274$2.5M0.03%
426STRIDE INC.LRN17,438$2.5M0.03%
427AIRBNB INC.ABNB19,032$2.5M0.03%
428PERFORMANCE FD GR.PFGC28,787$2.5M0.03%
429RHRH13,320$2.5M0.03%
430CROWN CASTLE INC.CCI24,414$2.5M0.03%
431KARMAN HLDGS INC.KRMN49,639$2.5M0.03%
432EDWARDS LIFESCIENCESEW31,934$2.5M0.03%
433DANAHER CORP.23585110212,627$2.5M0.03%
434UNITED PARCEL SE.UPS24,684$2.5M0.03%
435HAMILTON LANE INCHLNE17,314$2.5M0.02%
436HEWLETT PACKARD ENT.HPE-PC120,150$2.5M0.02%
437WELLTOWER INC.WELL15,939$2.5M0.02%
438CARDINAL HEALTH INC.CAH14,577$2.4M0.02%
439TRACTOR SUPPLYTSCO46,114$2.4M0.02%
440GALLAGHER ARTHUR J & CO3635761097,576$2.4M0.02%
441REGIONS FINANCIALRF-PF103,102$2.4M0.02%
442OTIS WORLDWID.CORPOTIS24,481$2.4M0.02%
443MCCORMICK & CO.INC.MKC-V31,953$2.4M0.02%
444TARGA RESOURCESTRGP13,887$2.4M0.02%
445VARONIS SYSTEMSVRNS47,609$2.4M0.02%
446MOODY'S CORPMCO4,796$2.4M0.02%
447ROCKWELL AU.ROK7,230$2.4M0.02%
448POWER INTEGRATIONSPOWI42,955$2.4M0.02%
449NAT.STORAGE AFFIL.TR.SBINSA-PB74,899$2.4M0.02%
450COHEN & STEERSCNS31,768$2.4M0.02%
451CONOCOPHILLIPSCOP26,676$2.4M0.02%
452FISERV INC.FISV13,862$2.4M0.02%
453CORPAY INC.CPAY7,198$2.4M0.02%
454LENNOX INTL INC.5261071074,131$2.4M0.02%
455CINTAS CORP.CTAS10,611$2.4M0.02%
456YUM CHINA HLDGSYUMC52,800$2.4M0.02%
457CVS HEALTH CORP.CVS34,206$2.4M0.02%
458COMFORT SYST. USA1999081044,391$2.4M0.02%
459ACI WORLDWIDE INC.ACIW51,027$2.3M0.02%
460WB DISCOVERYWBD201,924$2.3M0.02%
461HILTON WORLD.HDGSHLT8,688$2.3M0.02%
462HUNTINGTON BANCSHSHBANP137,834$2.3M0.02%
463IRON MOUNTAIN (NEW)46284V10122,468$2.3M0.02%
464WELLTOWER INC.WELL14,918$2.3M0.02%
465FAIR ISAAC CORP.FICO1,251$2.3M0.02%
466AVIENT CORP.AVNT70,260$2.3M0.02%
467US FOODS HLDG CORPUSFD29,002$2.2M0.02%
468PACKAGING CORP. OF AMER.69515610911,848$2.2M0.02%
469UFP INDS INC.UFPI22,448$2.2M0.02%
470CARRIER GLBL CORPCARR30,420$2.2M0.02%
471M&T BANK55261F10411,464$2.2M0.02%
472SNOWFLAKE INC.SNOW9,937$2.2M0.02%
473IDEXX LABS INC.45168D1044,131$2.2M0.02%
4743M CO.MMM14,450$2.2M0.02%
475T.ROW.PR.GRPTROW22,761$2.2M0.02%
476GRAINGER (W.W.) INC.3848021042,085$2.2M0.02%
477CONSTELLATION ENERGYCEG6,707$2.2M0.02%
478GRUPO CIBEST S.A.CIB46,724$2.2M0.02%
479THE SOUTHERN CO.SOMN23,387$2.1M0.02%
480CORNING INC.GLW40,731$2.1M0.02%
481CHIPOTLE MEX.GR.CMG37,923$2.1M0.02%
482AUTOZONE INC.AZO573$2.1M0.02%
483HEALTHCARE REAL.42226K105133,950$2.1M0.02%
484INGERSOLL-RANDIR25,536$2.1M0.02%
485FIVE9 INC.FIVN80,120$2.1M0.02%
486DECKERS OUTDOORDECK20,540$2.1M0.02%
487CVS HEALTH CORP.CVS30,622$2.1M0.02%
488HEICO CORP.HEI-A6,419$2.1M0.02%
489VALERO ENERGY CORP.VLO15,652$2.1M0.02%
490STANLEY BL. & DECK.SWK31,057$2.1M0.02%
491DOORDASH INC.DASH8,479$2.1M0.02%
492PNC FINL SERVICES GRP69347510511,212$2.1M0.02%
493WELLS FARGO & CO.94974610126,055$2.1M0.02%
494H WORLD GROUPHWLDF61,214$2.1M0.02%
495TAKE-TWO INTERACT. SOFTW.TTWO8,542$2.1M0.02%
496NEWMONT CORP.NEMCL35,426$2.1M0.02%
497SYNCHRONY FIN.SYF-PB30,907$2.1M0.02%
498AFLAC INC.AFL19,278$2.0M0.02%
499CSX CORP.CSX61,857$2.0M0.02%
500EQUITABLE HLDGSEQH-PC35,618$2.0M0.02%