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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

Epoch Investment Partners, Inc.

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001172661-24-002309

Total Value
$22.50B
Positions
875
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,052,847$443.0M1.99%
2META PLATFORMS INCMETA873,795$424.3M1.91%
3BROADCOM INCAVGO307,647$407.8M1.84%
4VISA INCV1,143,556$319.1M1.44%
5UNITEDHEALTH GROUP INCUNH616,741$305.1M1.37%
6LPL FINL HLDGS INC50212V100900,322$237.9M1.07%
7YUM BRANDS INCYUM1,658,055$229.9M1.03%
8APPLIED MATLS INC0382221051,053,400$217.2M0.98%
9AMERICAN EXPRESS COAXP951,596$216.7M0.98%
10ALPHABET INCGOOG1,402,735$211.7M0.95%
11ZOETIS INCZTS1,167,556$197.6M0.89%
12ARISTA NETWORKS INCANET674,291$195.5M0.88%
13KLA CORPKLAC272,731$190.5M0.86%
14AMERIPRISE FINL INC03076C106430,199$188.6M0.85%
15DECKERS OUTDOOR CORPDECK199,072$187.4M0.84%
16JPMORGAN CHASE & COVYLD920,383$184.4M0.83%
17PAYCHEX INCPAYX1,483,953$182.2M0.82%
18AMAZON COM INCAMZN983,045$177.3M0.80%
19HCA HEALTHCARE INCHCA522,532$174.3M0.78%
20THERMO FISHER SCIENTIFIC INCTMO297,896$173.1M0.78%
21EAGLE MATLS INC26969P108632,352$171.8M0.77%
22QUALCOMM INCQCOM1,009,910$171.0M0.77%
23COSTCO WHSL CORP NEW22160K105232,945$170.7M0.77%
24NETAPP INCNTAP1,613,420$169.4M0.76%
25MONSTER BEVERAGE CORP NEWMNST2,851,037$169.0M0.76%
26PACCAR INCPCAR1,306,446$161.9M0.73%
27MEDPACE HLDGS INCMEDP399,230$161.3M0.73%
28SALESFORCE INCCRM532,464$160.4M0.72%
29COPART INCCPRT2,766,322$160.2M0.72%
30ELI LILLY & COLLY205,342$159.7M0.72%
31MASTERCARD INCORPORATEDMA328,782$158.3M0.71%
32LAM RESEARCH CORPLRCX162,181$157.6M0.71%
33ASTRAZENECA PLCAZN2,294,415$155.4M0.70%
34UNION PAC CORPUNP630,426$155.0M0.70%
35ALPHABET INCGOOG1,005,626$153.1M0.69%
36DOMINOS PIZZA INCDPZ300,245$149.2M0.67%
37FASTENAL COFAST1,905,939$147.0M0.66%
38ULTA BEAUTY INCULTA278,005$145.4M0.65%
39APPLE INCAAPL843,414$144.6M0.65%
40COCA-COLA EUROPACIFIC PARTNECCEP2,052,132$143.5M0.65%
41ENCOMPASS HEALTH CORPEHC1,575,241$130.1M0.59%
42HOME DEPOT INCHD337,013$129.3M0.58%
43BERKSHIRE HATHAWAY INC DELBRK-A294,992$124.1M0.56%
44VEEVA SYS INCVEEV529,077$122.6M0.55%
45CVS HEALTH CORPCVS1,488,572$118.7M0.53%
46ON SEMICONDUCTOR CORPON1,586,347$116.7M0.53%
47CHEMED CORP NEWCHE178,765$114.8M0.52%
48OREILLY AUTOMOTIVE INC67103H107100,818$113.8M0.51%
49VIPER ENERGY INCVNOM2,881,137$110.8M0.50%
50ADOBE INCADBE216,874$109.4M0.49%
51JACOBS SOLUTIONS INCJ706,931$108.7M0.49%
52AMPHENOL CORP NEW032095101936,048$108.0M0.49%
53METTLER TOLEDO INTERNATIONALMTD80,133$106.7M0.48%
54STARBUCKS CORPSBUX1,153,865$105.5M0.47%
55GENTEX CORPGNTX2,917,863$105.4M0.47%
56LINDE PLCLIN225,338$104.6M0.47%
57CHEVRON CORP NEWCVX661,571$104.4M0.47%
58TEXAS INSTRS INC882508104598,188$104.2M0.47%
59TJX COS INC NEW8725401091,011,142$102.6M0.46%
60NVR INCNVR12,592$102.0M0.46%
61WEST PHARMACEUTICAL SVSC INC955306105256,791$101.6M0.46%
62INTERNATIONAL BUSINESS MACHSINTR528,454$100.9M0.45%
63ACCENTURE PLC IRELANDACN284,596$98.6M0.44%
64WELLS FARGO CO NEW9497461011,701,083$98.6M0.44%
65BANK AMERICA CORP0605051042,593,189$98.3M0.44%
66REGENERON PHARMACEUTICALSREGN101,753$97.9M0.44%
67DONALDSON INCDCI1,310,638$97.9M0.44%
68MANHATTAN ASSOCIATES INCMANH387,924$97.1M0.44%
69IDEXX LABS INC45168D104177,930$96.1M0.43%
70ABBVIE INCABBV509,150$92.7M0.42%
71MARSH & MCLENNAN COS INC571748102438,027$90.2M0.41%
72TREX CO INCTREX901,360$89.9M0.40%
73AUTOMATIC DATA PROCESSING INADP352,290$88.0M0.40%
74MARKEL GROUP INCMKL57,616$87.7M0.39%
75WATERS CORP941848103250,540$86.2M0.39%
76GRACO INCGGG915,434$85.6M0.39%
77TKO GROUP HOLDINGS INCTKO978,804$84.6M0.38%
78ROLLINS INCROL1,824,161$84.4M0.38%
79HESS MIDSTREAM LPHESM2,334,125$84.3M0.38%
80BROADCOM INCAVGO63,524$84.2M0.38%
81EXPEDITORS INTL WASH INC302130109669,043$81.3M0.37%
82CONSTELLATION BRANDS INCSTZ293,463$79.8M0.36%
83VERISK ANALYTICS INCVRSK337,475$79.6M0.36%
84UBER TECHNOLOGIES INCUBER1,015,689$78.2M0.35%
85POOL CORPPOOL193,027$77.9M0.35%
86BROOKFIELD INFRASTRUCTURE COBIPC2,138,218$77.1M0.35%
87MERCK & CO INCMRK577,101$76.1M0.34%
88JPMORGAN CHASE & COVYLD379,494$76.0M0.34%
89OCCIDENTAL PETE CORP6745991051,156,158$75.1M0.34%
90MICROSOFT CORPMSFT178,525$75.1M0.34%
91OLD DOMINION FREIGHT LINE INODFL340,154$74.6M0.34%
92WALMART INCWMT1,239,515$74.6M0.34%
93MICROSOFT CORPMSFT177,183$74.5M0.34%
94IRON MTN INC DEL46284V101925,240$74.2M0.33%
95VERTEX PHARMACEUTICALS INCVRTX176,546$73.8M0.33%
96ELI LILLY & COLLY89,943$70.0M0.31%
97ANALOG DEVICES INCADI347,940$68.8M0.31%
98INTERNATIONAL BUSINESS MACHSINTR348,685$66.6M0.30%
99RESTAURANT BRANDS INTL INC76131D103831,548$66.1M0.30%
100ABBVIE INCABBV357,982$65.2M0.29%
101BANK AMERICA CORP0605051041,714,119$65.0M0.29%
102HAMILTON LANE INCHLNE567,455$64.0M0.29%
103METLIFE INCMET-PF857,185$63.5M0.29%
104ETSY INCETSY915,781$62.9M0.28%
105RELIANCE INCRS187,426$62.6M0.28%
106HENRY JACK & ASSOC INC426281101359,330$62.4M0.28%
107VERISIGN INCVRSN327,655$62.1M0.28%
108JOHNSON CTLS INTL PLCG51502105948,035$61.9M0.28%
109PIONEER NAT RES CO723787107231,341$60.7M0.27%
110CUMMINS INCCMI205,920$60.7M0.27%
111CISCO SYS INCCSCO1,207,124$60.2M0.27%
112HUNTINGTON INGALLS INDS INC446413106206,076$60.1M0.27%
113AGILENT TECHNOLOGIES INCA412,289$60.0M0.27%
114CASEYS GEN STORES INC147528103188,360$60.0M0.27%
115IRON MTN INC DEL46284V101741,336$59.5M0.27%
116ANALOG DEVICES INCADI300,107$59.4M0.27%
117MERCK & CO INCMRK444,839$58.7M0.26%
118TAIWAN SEMICONDUCTOR MFG LTD874039100430,357$58.6M0.26%
119HALOZYME THERAPEUTICS INCHALO1,433,612$58.3M0.26%
120BJS WHSL CLUB HLDGS INC05550J101762,333$57.7M0.26%
121KLA CORPKLAC80,769$56.4M0.25%
122COCA-COLA EUROPACIFIC PARTNECCEP799,162$55.9M0.25%
123CHARLES RIV LABS INTL INC159864107205,762$55.8M0.25%
124WALMART INCWMT924,832$55.6M0.25%
125UNITEDHEALTH GROUP INCUNH110,813$54.8M0.25%
126GILEAD SCIENCES INCGILD737,174$54.0M0.24%
127METLIFE INCMET-PF725,666$53.8M0.24%
128ELECTRONIC ARTS INCEA402,470$53.4M0.24%
129SIMPSON MFG INC829073105259,763$53.3M0.24%
130CELANESE CORP DELCE308,642$53.0M0.24%
131TORO COTORO566,666$51.9M0.23%
132LAZARD INCLAZ1,227,856$51.4M0.23%
133CUMMINS INCCMI174,463$51.4M0.23%
134MSC INDL DIRECT INC553530106528,386$51.3M0.23%
135FABRINETFN271,097$51.2M0.23%
136CISCO SYS INCCSCO999,805$49.9M0.22%
137PHILIP MORRIS INTL INC718172109529,525$48.5M0.22%
138MIDDLEBY CORPMIDD298,440$48.0M0.22%
139GODADDY INCGDDY403,342$47.9M0.22%
140CURTISS WRIGHT CORPCW186,910$47.8M0.22%
141BOEING COBA-PA245,280$47.3M0.21%
142EATON CORP PLCETN151,321$47.3M0.21%
143EPAM SYS INCEPAM171,324$47.3M0.21%
144DELL TECHNOLOGIES INCDELL413,111$47.1M0.21%
145VERIZON COMMUNICATIONS INCVZ1,121,628$47.1M0.21%
146MEDTRONIC PLCMDT539,529$47.0M0.21%
147LIVE NATION ENTERTAINMENT INLYV441,735$46.7M0.21%
148LYONDELLBASELL INDUSTRIES NLYB456,691$46.7M0.21%
149AMERICAN TOWER CORP NEW03027X100235,670$46.6M0.21%
150CHIPOTLE MEXICAN GRILL INCCMG15,888$46.2M0.21%
151AT&T INCT-PC2,622,055$46.1M0.21%
152EVERCORE INCEVR239,186$46.1M0.21%
153MARATHON OIL CORPMARA1,616,840$45.8M0.21%
154UNITED THERAPEUTICS CORP DELUTHR197,399$45.3M0.20%
155MEDTRONIC PLCMDT510,237$44.5M0.20%
156BRUKER CORPBRKRP466,865$43.9M0.20%
157JOHNSON & JOHNSONJNJ277,180$43.8M0.20%
158LINDE PLCLIN93,336$43.3M0.20%
159EDWARDS LIFESCIENCES CORPEW448,037$42.8M0.19%
160MSC INDL DIRECT INC553530106436,194$42.3M0.19%
161CADENCE DESIGN SYSTEM INCCDNS135,575$42.2M0.19%
162CHEVRON CORP NEWCVX265,851$41.9M0.19%
163DELL TECHNOLOGIES INCDELL367,241$41.9M0.19%
164CARMAX INCKMX479,492$41.8M0.19%
165EMERSON ELEC COEMR365,421$41.4M0.19%
166DOW INCDOW711,311$41.2M0.19%
167BOOKING HOLDINGS INCBKNG11,321$41.1M0.18%
168AMERICAN ELEC PWR CO INC025537101475,107$40.9M0.18%
169SHUTTERSTOCK INCSSTK884,148$40.5M0.18%
170TRAVELERS COMPANIES INCTRV175,397$40.4M0.18%
171PAYPAL HLDGS INCPYPL601,450$40.3M0.18%
172PHILIP MORRIS INTL INC718172109436,670$40.0M0.18%
173COMCAST CORP NEWCCZ921,262$39.9M0.18%
174NEXTERA ENERGY INCNEE-PW617,588$39.5M0.18%
175CUBESMARTCUBE867,258$39.2M0.18%
176US BANCORP DELUSB-PS868,384$38.8M0.17%
177NETAPP INCNTAP368,732$38.7M0.17%
178CALIX INCCALX1,164,049$38.6M0.17%
179NISOURCE INCNI1,373,823$38.0M0.17%
180HEWLETT PACKARD ENTERPRISE CHPE-PC2,133,046$37.8M0.17%
181BLACKROCK INCBLK44,508$37.1M0.17%
182TAKE-TWO INTERACTIVE SOFTWARTTWO249,700$37.1M0.17%
183JPMORGAN CHASE & COVYLD183,121$36.7M0.17%
184HOME DEPOT INCHD95,159$36.5M0.16%
185APPLE INCAAPL210,132$36.0M0.16%
186LAZARD INCLAZ852,793$35.7M0.16%
187ASTRAZENECA PLCAZN524,505$35.5M0.16%
188ENTERPRISE PRODS PARTNERS L2937921071,211,110$35.3M0.16%
189OMNICOM GROUP INCOMC363,245$35.1M0.16%
190AMPHASTAR PHARMACEUTICALS INAMPH798,462$35.1M0.16%
191AMERICAN ELEC PWR CO INC025537101402,916$34.7M0.16%
192US BANCORP DELUSB-PS772,105$34.5M0.16%
193APPLE INCAAPL200,722$34.4M0.15%
194NEXTERA ENERGY INCNEE-PW526,221$33.6M0.15%
195WILLIAMS COS INC969457100852,139$33.2M0.15%
196CVS HEALTH CORPCVS413,107$32.9M0.15%
197RTX CORPORATIONRTX334,081$32.6M0.15%
198OMNICOM GROUP INCOMC336,019$32.5M0.15%
199HASBRO INCHAS574,668$32.5M0.15%
200JOHNSON & JOHNSONJNJ203,126$32.1M0.14%
201MCDONALDS CORPMCD113,462$32.0M0.14%
202WEC ENERGY GROUP INCWEC384,136$31.5M0.14%
203TEXAS INSTRS INC882508104180,609$31.5M0.14%
204NORDSON CORPNDSN113,597$31.2M0.14%
205MPLX LPMPLXP746,154$31.0M0.14%
206VICI PPTYS INC9256521091,037,360$30.9M0.14%
207RTX CORPORATIONRTX315,329$30.8M0.14%
208TRUIST FINL CORP89832Q109788,216$30.7M0.14%
209EMERSON ELEC COEMR269,152$30.5M0.14%
210ENTERGY CORP NEWENO287,798$30.4M0.14%
211JONES LANG LASALLE INCJLL155,131$30.3M0.14%
212PNC FINL SVCS GROUP INC693475105186,361$30.1M0.14%
213AMETEK INCAME164,191$30.0M0.14%
214REALTY INCOME CORPO552,748$29.9M0.13%
215EATON CORP PLCETN94,049$29.4M0.13%
216WILLIAMS COS INC969457100754,394$29.4M0.13%
217AUTODESK INCADSK111,744$29.1M0.13%
218VERIZON COMMUNICATIONS INCVZ693,187$29.1M0.13%
219UNITED PARCEL SERVICE INCUPS191,412$28.4M0.13%
220REGIONS FINANCIAL CORP NEWRF-PF1,350,591$28.4M0.13%
221HEWLETT PACKARD ENTERPRISE CHPE-PC1,601,991$28.4M0.13%
222LOCKHEED MARTIN CORPLMT62,375$28.4M0.13%
223GENERAL DYNAMICS CORPGD100,319$28.3M0.13%
224HONEYWELL INTL INC438516106137,778$28.3M0.13%
225GARMIN LTDGRMN189,421$28.2M0.13%
226COCA COLA COKO459,243$28.1M0.13%
227BEST BUY INCBBY340,159$27.9M0.13%
228NUTRIEN LTDNTR507,930$27.6M0.12%
229PENNYMAC FINL SVCS INC NEW70932M107299,897$27.3M0.12%
230DUKE ENERGY CORP NEWDUKB281,497$27.2M0.12%
231PINNACLE WEST CAP CORPPNW362,745$27.1M0.12%
232RESTAURANT BRANDS INTL INC76131D103340,968$27.1M0.12%
233TAIWAN SEMICONDUCTOR MFG LTD874039100197,728$26.9M0.12%
234LYONDELLBASELL INDUSTRIES NLYB262,285$26.8M0.12%
235DOW INCDOW461,320$26.7M0.12%
236DEERE & CODE64,992$26.7M0.12%
237UNITEDHEALTH GROUP INCUNH53,961$26.7M0.12%
238REGIONS FINANCIAL CORP NEWRF-PF1,268,566$26.7M0.12%
239PFIZER INCPFE958,388$26.6M0.12%
240PNC FINL SVCS GROUP INC693475105162,855$26.3M0.12%
241COCA COLA COKO429,465$26.3M0.12%
242CHEVRON CORP NEWCVX165,751$26.1M0.12%
243ESSENTIAL UTILS INC29670G102697,766$25.9M0.12%
244VICI PPTYS INC925652109865,875$25.8M0.12%
245MERCK & CO INCMRK194,460$25.7M0.12%
246VAIL RESORTS INCMTN115,013$25.6M0.12%
247BROADCOM INCAVGO19,287$25.6M0.12%
248BRISTOL-MYERS SQUIBB COCELG-RI469,346$25.5M0.11%
249UNITED PARCEL SERVICE INCUPS170,799$25.4M0.11%
250LOCKHEED MARTIN CORPLMT55,808$25.4M0.11%
251COLUMBIA BKG SYS INC1972361021,308,239$25.3M0.11%
252AT&T INCT-PC1,437,180$25.3M0.11%
253ENTERGY CORP NEWENO237,790$25.1M0.11%
254ALPHABET INCGOOG164,802$25.1M0.11%
255VAIL RESORTS INCMTN112,440$25.1M0.11%
256PEPSICO INCPEP142,590$25.0M0.11%
257GARMIN LTDGRMN167,041$24.9M0.11%
258MCDONALDS CORPMCD87,518$24.7M0.11%
259TRUIST FINL CORP89832Q109626,860$24.4M0.11%
260HASBRO INCHAS430,124$24.3M0.11%
261COLUMBIA BKG SYS INC1972361021,250,332$24.2M0.11%
262ENTERPRISE PRODS PARTNERS L293792107828,566$24.2M0.11%
263PEPSICO INCPEP132,970$23.3M0.10%
264META PLATFORMS INCMETA47,565$23.1M0.10%
265MONDELEZ INTL INC609207105326,210$22.8M0.10%
266PAYCHEX INCPAYX184,581$22.7M0.10%
267PFIZER INCPFE814,297$22.6M0.10%
268NUTRIEN LTDNTR413,608$22.5M0.10%
269AIR PRODS & CHEMS INCAIIR91,084$22.1M0.10%
270NISOURCE INCNI781,890$21.6M0.10%
271AIR PRODS & CHEMS INCAIIR88,680$21.5M0.10%
272PARK HOTELS & RESORTS INCPK1,211,386$21.2M0.10%
273PROCTER AND GAMBLE CO742718109129,282$21.0M0.09%
274MONDELEZ INTL INC609207105299,141$20.9M0.09%
275MARSH & MCLENNAN COS INC571748102100,997$20.8M0.09%
276REALTY INCOME CORPO379,954$20.6M0.09%
277ESSENTIAL UTILS INC29670G102550,147$20.4M0.09%
278WEC ENERGY GROUP INCWEC247,818$20.4M0.09%
279BERKSHIRE HATHAWAY INC DELBRK-A48,390$20.3M0.09%
280BRISTOL-MYERS SQUIBB COCELG-RI375,181$20.3M0.09%
281BEST BUY INCBBY246,760$20.2M0.09%
282PINNACLE WEST CAP CORPPNW261,790$19.6M0.09%
283ABBVIE INCABBV106,666$19.4M0.09%
284COLLIERS INTL GROUP INC194693107157,241$19.2M0.09%
285DUKE ENERGY CORP NEWDUKB195,289$18.9M0.09%
286MPLX LPMPLXP431,328$17.9M0.08%
287PATRICK INDS INC703343103149,194$17.8M0.08%
288META PLATFORMS INCMETA36,271$17.6M0.08%
289SPDR SER TR78468R523175,905$17.5M0.08%
290PROCTER AND GAMBLE CO742718109107,517$17.4M0.08%
291HUBBELL INCHUBB41,737$17.3M0.08%
292JANUS INTERNATIONAL GROUP INJBI1,128,097$17.1M0.08%
293ESSENT GROUP LTDESNT281,473$16.8M0.08%
294VISA INCV59,671$16.7M0.07%
295ASBURY AUTOMOTIVE GROUP INCABG68,082$16.1M0.07%
296NICE LTDNCSYF61,501$16.0M0.07%
297HOME BANCSHARES INCHOMB651,224$16.0M0.07%
298LGI HOMES INCLGIH137,150$16.0M0.07%
299EMERSON ELEC COEMR136,714$15.5M0.07%
300CME GROUP INCCME70,857$15.3M0.07%
301AMAZON COM INCAMZN84,399$15.2M0.07%
302AMERICAN EXPRESS COAXP66,521$15.1M0.07%
303WALMART INCWMT250,747$15.1M0.07%
304HOME DEPOT INCHD39,262$15.1M0.07%
305AMGEN INCAMGN52,812$15.0M0.07%
306MONARCH CASINO & RESORT INCMCRI196,783$14.8M0.07%
307OWENS & MINOR INC NEW690732102530,434$14.7M0.07%
308WELLS FARGO CO NEW949746101247,540$14.3M0.06%
309INSPERITY INCNSP128,608$14.1M0.06%
310LIBERTY ENERGY INCLBRT678,332$14.1M0.06%
311ENSIGN GROUP INCENSG111,556$13.9M0.06%
312PATHWARD FINANCIAL INCCASH269,425$13.6M0.06%
313CMS ENERGY CORPCMS-PC224,209$13.5M0.06%
314BLUE BIRD CORPBLBD352,373$13.5M0.06%
315TOTALENERGIES SETTE195,924$13.5M0.06%
316APPLIED MATLS INC03822210565,243$13.5M0.06%
317RUSH ENTERPRISES INCRUSHB251,267$13.4M0.06%
318ICON PLCICLR39,660$13.3M0.06%
319ONTO INNOVATION INCONTO73,194$13.3M0.06%
320METLIFE INCMET-PF177,726$13.2M0.06%
321SITIO ROYALTIES CORP82983N108531,393$13.1M0.06%
322JOHNSON & JOHNSONJNJ83,022$13.1M0.06%
323MADISON SQUARE GARDEN ENTMT558256103333,485$13.1M0.06%
324BANCORP INC DELTBBK389,717$13.0M0.06%
325WASTE MGMT INC DEL94106L10960,260$12.8M0.06%
326MUELLER INDS INC624756102236,424$12.8M0.06%
327ELI LILLY & COLLY16,295$12.7M0.06%
328BANK HAWAII CORP062540109199,554$12.5M0.06%
329AUTOMATIC DATA PROCESSING INADP49,533$12.4M0.06%
330PAPA JOHNS INTL INC698813102183,308$12.2M0.05%
331CRH PLCCRH140,609$12.1M0.05%
332REPUBLIC SVCS INC76075910062,689$12.0M0.05%
333ALAMO GROUP INCALG52,455$12.0M0.05%
334ARTISAN PARTNERS ASSET MGMT04316A108261,315$12.0M0.05%
335COCA COLA COKO195,337$12.0M0.05%
336CVS HEALTH CORPCVS149,392$11.9M0.05%
337KIMBELL RTY PARTNERS LP49435R102754,416$11.7M0.05%
338ALLIANT ENERGY CORPLNT229,590$11.6M0.05%
339RIO TINTO PLCRTNTF179,669$11.5M0.05%
340PROLOGIS INC.PLDGP86,626$11.3M0.05%
341COLGATE PALMOLIVE COCL124,688$11.2M0.05%
342GALLAGHER ARTHUR J & CO36357610944,887$11.2M0.05%
343AMEREN CORPAEE147,789$10.9M0.05%
344LITTELFUSE INCLFUS44,889$10.9M0.05%
345AMERICAN TOWER CORP NEW03027X10055,027$10.9M0.05%
346NEXSTAR MEDIA GROUP INCNXST62,782$10.8M0.05%
347EAGLE BANCORP INC MDEGBN457,881$10.8M0.05%
348SOUTHERN MO BANCORP INCSOMN245,131$10.7M0.05%
349INTERNATIONAL BUSINESS MACHSINTR55,441$10.6M0.05%
350WELLTOWER INCWELL113,154$10.6M0.05%
351CANNAE HLDGS INCCNNE473,405$10.5M0.05%
352COMCAST CORP NEWCCZ241,608$10.5M0.05%
353NVR INCNVR1,278$10.4M0.05%
354MACERICH COMAC599,724$10.3M0.05%
355UNION PAC CORPUNP41,971$10.3M0.05%
356DIAMONDBACK ENERGY INCFANG51,802$10.3M0.05%
357ICHOR HOLDINGSICHR265,246$10.2M0.05%
358TAIWAN SEMICONDUCTOR MFG LTD87403910075,262$10.2M0.05%
359PPG INDS INC69350610769,727$10.1M0.05%
360OCCIDENTAL PETE CORP674599105154,058$10.0M0.05%
361SUMMIT MATLS INC86614U100224,017$10.0M0.04%
362BANK AMERICA CORP060505104262,685$10.0M0.04%
363BANK OZK LITTLE ROCK ARKOZKAP214,990$9.8M0.04%
364MEDTRONIC PLCMDT111,348$9.7M0.04%
365EXXON MOBIL CORPXOM82,662$9.6M0.04%
366AMCOR PLCAMCCF996,652$9.5M0.04%
367ANALOG DEVICES INCADI47,661$9.4M0.04%
368NEXTERA ENERGY INCNEE-PW145,081$9.3M0.04%
369MOLINA HEALTHCARE INCMOH21,499$8.8M0.04%
370RXO INCRXO401,064$8.8M0.04%
371CISCO SYS INCCSCO170,273$8.5M0.04%
372JPMORGAN CHASE & COVYLD41,744$8.4M0.04%
373LOCKHEED MARTIN CORPLMT18,306$8.3M0.04%
374ALPHABET INCGOOG54,753$8.3M0.04%
375POST HLDGS INCPOST77,294$8.2M0.04%
376AMERICAN ELEC PWR CO INC02553710194,513$8.1M0.04%
377KLA CORPKLAC11,647$8.1M0.04%
378US BANCORP DELUSB-PS181,163$8.1M0.04%
379BERKSHIRE HATHAWAY INC DELBRK-A19,145$8.1M0.04%
380PHILIP MORRIS INTL INC71817210987,152$8.0M0.04%
381PROLOGIS INC.PLDGP61,293$8.0M0.04%
382CVS HEALTH CORPCVS99,434$7.9M0.04%
383VERIZON COMMUNICATIONS INCVZ187,841$7.9M0.04%
384AXOS FINANCIAL INCAX144,877$7.8M0.04%
385PEPSICO INCPEP44,677$7.8M0.04%
386ZURN ELKAY WATER SOLNS CORP98983L108229,274$7.7M0.03%
387RAMBUS INC DELRMBS122,172$7.6M0.03%
388LIBERTY MEDIA CORP DELFWONB251,907$7.5M0.03%
389JOHNSON CTLS INTL PLCG51502105113,458$7.4M0.03%
390WELLS FARGO CO NEW949746101126,471$7.3M0.03%
391RELIANCE INCRS21,711$7.3M0.03%
392HUNTINGTON INGALLS INDS INC44641310624,679$7.2M0.03%
393ALPHABET INCGOOG46,685$7.1M0.03%
394BOEING COBA-PA36,673$7.1M0.03%
395PNC FINL SVCS GROUP INC69347510543,662$7.1M0.03%
396GILEAD SCIENCES INCGILD95,291$7.0M0.03%
397META PLATFORMS INCMETA14,244$6.9M0.03%
398SUPERNUS PHARMACEUTICALS INCSUPN202,267$6.9M0.03%
399DOUGLAS DYNAMICS INCPLOW285,486$6.9M0.03%
400ABBOTT LABSABLZF59,715$6.8M0.03%
401CHARLES RIV LABS INTL INC15986410724,592$6.7M0.03%
402THERMO FISHER SCIENTIFIC INCTMO11,303$6.6M0.03%
403AMERICAN EXPRESS COAXP28,787$6.6M0.03%
404SALESFORCE INCCRM21,535$6.5M0.03%
405BROADCOM INCAVGO4,808$6.4M0.03%
406MARATHON OIL CORPMARA222,767$6.3M0.03%
407NVIDIA CORPORATIONNVDA6,977$6.3M0.03%
408AMERICAN TOWER CORP NEW03027X10031,526$6.2M0.03%
409AUTOMATIC DATA PROCESSING INADP24,907$6.2M0.03%
410SELECTIVE INS GROUP INC81630010755,696$6.1M0.03%
411CARMAX INCKMX69,209$6.0M0.03%
412ENTERPRISE PRODS PARTNERS L293792107205,092$6.0M0.03%
413MIDDLEBY CORPMIDD36,860$5.9M0.03%
414MCDONALDS CORPMCD20,784$5.9M0.03%
415CHENIERE ENERGY INCLNG35,912$5.8M0.03%
416BOOKING HOLDINGS INCBKNG1,589$5.8M0.03%
417UBER TECHNOLOGIES INCUBER74,159$5.7M0.03%
418MARKEL GROUP INCMKL3,722$5.7M0.03%
419QUALYS INCQLYS33,891$5.7M0.03%
420ALLIANCEBERNSTEIN HLDG L P01881G106160,671$5.6M0.03%
421CASEYS GEN STORES INC14752810317,312$5.5M0.02%
422ILLINOIS TOOL WKS INC45230810920,321$5.5M0.02%
423NUTRIEN LTDNTR100,004$5.4M0.02%
424NVR INCNVR670$5.4M0.02%
425WEC ENERGY GROUP INCWEC65,886$5.4M0.02%
426HCA HEALTHCARE INCHCA16,061$5.4M0.02%
427NISOURCE INCNI190,377$5.3M0.02%
428DANAHER CORPORATION23585110220,892$5.2M0.02%
429DIAMONDBACK ENERGY INCFANG25,841$5.1M0.02%
430ORACLE CORPORCL-PD40,368$5.1M0.02%
431COMCAST CORP NEWCCZ116,774$5.1M0.02%
432CONSTELLATION BRANDS INCSTZ18,145$4.9M0.02%
433JACOBS SOLUTIONS INCJ31,919$4.9M0.02%
434BJS WHSL CLUB HLDGS INC05550J10164,442$4.9M0.02%
435TRAVELERS COMPANIES INCTRV20,887$4.8M0.02%
436AMETEK INCAME26,279$4.8M0.02%
437OCCIDENTAL PETE CORP67459910573,553$4.8M0.02%
438AMAZON COM INCAMZN26,328$4.7M0.02%
439CHARLES RIV LABS INTL INC15986410717,147$4.6M0.02%
440VIPER ENERGY INCVNOM120,274$4.6M0.02%
441RELIANCE INCRS13,452$4.5M0.02%
442JOHNSON CTLS INTL PLCG5150210567,925$4.4M0.02%
443LPL FINL HLDGS INC50212V10016,472$4.4M0.02%
444HUNTINGTON INGALLS INDS INC44641310614,889$4.3M0.02%
445CME GROUP INCCME20,030$4.3M0.02%
446MICROSOFT CORPMSFT10,090$4.2M0.02%
447CARMAX INCKMX47,655$4.2M0.02%
448PENNYMAC FINL SVCS INC NEW70932M10745,399$4.1M0.02%
449TORONTO DOMINION BK ONTTORO68,068$4.1M0.02%
450BOSTON BEER INCSAM13,431$4.1M0.02%
451GILEAD SCIENCES INCGILD55,513$4.1M0.02%
452BLACKROCK INCBLK4,862$4.1M0.02%
453BROOKFIELD INFRASTRUCTURE COBIPC111,580$4.0M0.02%
454CELANESE CORP DELCE23,133$4.0M0.02%
455THERMO FISHER SCIENTIFIC INCTMO6,803$4.0M0.02%
456CURTISS WRIGHT CORPCW15,351$3.9M0.02%
457MOLINA HEALTHCARE INCMOH9,447$3.9M0.02%
458BLACKROCK INCBLK4,606$3.8M0.02%
459TJX COS INC NEW87254010937,813$3.8M0.02%
460DISNEY WALT CO25468710631,189$3.8M0.02%
461BRISTOL-MYERS SQUIBB COCELG-RI70,174$3.8M0.02%
462PFIZER INCPFE134,138$3.7M0.02%
463UNITED THERAPEUTICS CORP DELUTHR16,099$3.7M0.02%
464BECTON DICKINSON & COBDX14,939$3.7M0.02%
465BOEING COBA-PA19,153$3.7M0.02%
466GODADDY INCGDDY30,641$3.6M0.02%
467ON SEMICONDUCTOR CORPON48,834$3.6M0.02%
468PROGRESSIVE CORP74331510317,278$3.6M0.02%
469PROCTER AND GAMBLE CO74271810921,878$3.5M0.02%
470MIDDLEBY CORPMIDD21,414$3.4M0.02%
471CONCRETE PUMPING HLDGS INCBBCP435,328$3.4M0.02%
472GENERAL MTRS CO37045V10075,545$3.4M0.02%
473LIBERTY MEDIA CORP DELFWONB79,519$3.4M0.02%
474COSTCO WHSL CORP NEW22160K1054,548$3.3M0.01%
475JONES LANG LASALLE INCJLL16,976$3.3M0.01%
476VISA INCV11,810$3.3M0.01%
477AMERIPRISE FINL INC03076C1067,515$3.3M0.01%
478DECKERS OUTDOOR CORPDECK3,485$3.3M0.01%
479JONES LANG LASALLE INCJLL16,760$3.3M0.01%
480TEXAS INSTRS INC88250810418,659$3.3M0.01%
481HONEYWELL INTL INC43851610615,416$3.2M0.01%
482PARK HOTELS & RESORTS INCPK180,495$3.2M0.01%
483CUBESMARTCUBE67,931$3.1M0.01%
484COSTCO WHSL CORP NEW22160K1054,149$3.0M0.01%
485UNION PAC CORPUNP12,197$3.0M0.01%
486SHERWIN WILLIAMS COSHW8,613$3.0M0.01%
487HUBBELL INCHUBB7,157$3.0M0.01%
488WASTE MGMT INC DEL94106L10913,834$2.9M0.01%
489TOTALENERGIES SETTE42,832$2.9M0.01%
490EAGLE MATLS INC26969P10810,847$2.9M0.01%
491ADOBE INCADBE5,824$2.9M0.01%
492MEDPACE HLDGS INCMEDP7,210$2.9M0.01%
493ARISTA NETWORKS INCANET10,042$2.9M0.01%
494LIVE NATION ENTERTAINMENT INLYV27,339$2.9M0.01%
495CHEVRON CORP NEWCVX18,305$2.9M0.01%
496LAM RESEARCH CORPLRCX2,951$2.9M0.01%
497ALPHABET INCGOOG18,809$2.8M0.01%
498FASTENAL COFAST36,779$2.8M0.01%
499MONSTER BEVERAGE CORP NEWMNST47,822$2.8M0.01%
500CHENIERE ENERGY INCLNG17,383$2.8M0.01%