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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 HOLDINGS REPORT

CAPSTONE INVESTMENT ADVISORS, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001426196-25-000002

Total Value
$40.39B
Positions
1,556
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY18,648,000$11.52B29.25%
2NVIDIA CORPORATIONNVDA12,790,200$2.02B5.13%
3TESLA INCTSLA5,326,100$1.69B4.30%
4NVIDIA CORPORATIONNVDA9,480,906$1.50B3.80%
5TESLA INCTSLA4,258,902$1.35B3.43%
6MICROSOFT CORPMSFT2,245,900$1.12B2.84%
7AMAZON COM INCAMZN5,033,200$1.10B2.80%
8APPLE INCAAPL4,935,400$1.01B2.57%
9INVESCO QQQ TRIVZ1,664,800$918.4M2.33%
10AMAZON COM INCAMZN4,178,107$916.6M2.33%
11MICROSOFT CORPMSFT1,623,182$807.4M2.05%
12APPLE INCAAPL3,817,310$783.2M1.99%
13SPDR S&P 500 ETF TRSPY1,200,000$741.4M1.88%
14ISHARES TR4642876553,024,000$652.5M1.66%
15ISHARES TR464287200959,240$595.6M1.51%
16ALPHABET INCGOOG3,277,700$577.6M1.47%
17ALPHABET INCGOOG2,758,170$486.1M1.23%
18ADVANCED MICRO DEVICES INCAMD3,373,400$478.7M1.22%
19ADVANCED MICRO DEVICES INCAMD3,151,229$447.2M1.14%
20ISHARES TR4642872347,300,300$352.2M0.89%
21SPDR GOLD TRGLD1,110,400$338.5M0.86%
22NVIDIA CORPORATIONNVDA1,569,700$248.0M0.63%
23META PLATFORMS INCMETA292,700$216.0M0.55%
24ALPHABET INCGOOG1,217,700$216.0M0.55%
25INVESCO QQQ TRIVZ391,300$215.9M0.55%
26TESLA INCTSLA657,800$209.0M0.53%
27ISHARES TR4642885132,355,300$190.0M0.48%
28BROADCOM INCAVGO520,300$143.4M0.36%
29ALPHABET INCGOOG806,535$143.1M0.36%
30ISHARES BITCOIN TRUST ETFIBIT2,224,100$136.1M0.35%
31ZSCALER INCZS66,500,000$136.1M0.35%
32SPDR GOLD TRGLD443,300$135.1M0.34%
33NOVA LTDNVMI35,702,000$131.5M0.33%
34BERKSHIRE HATHAWAY INC DELBRK-A255,700$124.2M0.32%
35VANGUARD INDEX FDS922908363202,774$115.2M0.29%
36ISHARES TR4642872342,141,800$103.3M0.26%
37AZEK CO INC05478C1051,900,000$103.3M0.26%
38VARONIS SYS INCVRNS61,779,000$102.3M0.26%
39SELECT SECTOR SPDR TR81369Y6051,874,100$98.1M0.25%
40FRONTIER COMMUNICATIONS PARE35909D1092,650,000$96.5M0.24%
41MICROSOFT CORPMSFT183,800$91.4M0.23%
42JPMORGAN CHASE & CO.VYLD294,800$85.5M0.22%
43CLOUDFLARE INCNET71,426,000$84.6M0.21%
44ISHARES TR4642871842,299,800$84.5M0.21%
45DEXCOM INCDXCM81,483,000$80.2M0.20%
46INNOVIVA INCINVA67,929,000$79.9M0.20%
47DIGITALOCEAN HLDGS INCDOCN85,326,000$79.9M0.20%
48VANECK ETF TRUST92189F1061,460,000$76.0M0.19%
49CITIGROUP INCC-PR824,000$70.1M0.18%
50APPLE INCAAPL336,000$68.9M0.18%
51SPDR SERIES TRUST78468R556547,200$68.8M0.17%
52AIRBNB INCABNB70,181,000$67.8M0.17%
53KELLANOVABEKE850,646$67.7M0.17%
54INTERDIGITAL INCIDCC22,532,000$65.7M0.17%
55IONIS PHARMACEUTICALS INCIONS64,949,000$65.5M0.17%
56SELECT SECTOR SPDR TR81369Y506700,500$59.4M0.15%
57ELI LILLY & COLLY74,500$58.1M0.15%
58CITIGROUP INCC-PR664,205$56.5M0.14%
59CNX RES CORPCNX20,104,000$52.9M0.13%
60SPOTIFY USA INC84921RAB634,500,000$52.4M0.13%
61SHIFT4 PMTS INC82452JAB541,141,000$52.1M0.13%
62NETFLIX INCNFLX38,800$52.0M0.13%
63ISHARES TR464288281551,000$51.0M0.13%
64SPDR GOLD TRGLD162,401$49.5M0.13%
65SPDR S&P 500 ETF TRSPY77,866$48.1M0.12%
66CINEMARK HLDGS INCCNK22,658,000$48.1M0.12%
67CATERPILLAR INCCAT122,577$47.6M0.12%
68VISA INCV133,300$47.3M0.12%
69GXO LOGISTICS INCORPORATEDGXO963,125$46.9M0.12%
70ENCORE CAP GROUP INCECR42,989,000$45.2M0.11%
71PALANTIR TECHNOLOGIES INCPLTR324,900$44.3M0.11%
72FLUOR CORP NEWFLR855,770$43.9M0.11%
73AKAMAI TECHNOLOGIES INCAKAM45,110,000$43.9M0.11%
74INVESCO QQQ TRIVZ79,371$43.8M0.11%
75MASTERCARD INCORPORATEDMA77,800$43.7M0.11%
76META PLATFORMS INCMETA59,000$43.5M0.11%
77ISHARES TR4642871841,163,900$42.8M0.11%
78PERMIAN RES OPER LLCPR17,607,000$42.6M0.11%
79SPDR SERIES TRUST78468R556336,000$42.3M0.11%
80BANK AMERICA CORP060505104887,100$42.0M0.11%
81ABBVIE INCABBV224,000$41.6M0.11%
82DAYFORCE INC15677JAD042,146,000$40.8M0.10%
83ALARM COM HLDGS INCALRM41,408,000$40.4M0.10%
84ISHARES TR464287655182,789$39.4M0.10%
85META PLATFORMS INCMETA53,203$39.3M0.10%
86XERIS BIOPHARMA HOLDINGS INCXERS23,074,000$39.2M0.10%
87MICRON TECHNOLOGY INCMU314,300$38.7M0.10%
88SCHLUMBERGER LTDSLB1,066,263$36.0M0.09%
89COSTCO WHSL CORP NEW22160K10536,300$35.9M0.09%
90KNIGHT-SWIFT TRANSN HLDGS IN499049104797,987$35.3M0.09%
91BERKSHIRE HATHAWAY INC DELBRK-A72,400$35.2M0.09%
92UBER TECHNOLOGIES INCUBER24,371,000$34.9M0.09%
93ORACLE CORPORCL-PD159,500$34.9M0.09%
94TENARIS S A88031M109921,547$34.5M0.09%
95AKAMAI TECHNOLOGIES INCAKAM36,000,000$34.3M0.09%
96INTERNATIONAL BUSINESS MACHSINTR115,400$34.0M0.09%
97SALESFORCE INCCRM123,900$33.8M0.09%
98BOEING COBA-PA158,400$33.2M0.08%
99WALMART INCWMT338,100$33.1M0.08%
100SELECT SECTOR SPDR TR81369Y605628,155$32.9M0.08%
101ISHARES TR464287242300,000$32.9M0.08%
102UNITEDHEALTH GROUP INCUNH104,400$32.6M0.08%
103HOME DEPOT INCHD87,000$31.9M0.08%
104AMAZON COM INCAMZN145,100$31.8M0.08%
105CHEFS WHSE INC163086AE120,200,000$31.5M0.08%
106WELLS FARGO CO NEW949746101386,700$31.0M0.08%
107JOHNSON & JOHNSONJNJ201,100$30.7M0.08%
108MCDONALDS CORPMCD103,900$30.4M0.08%
109EXXON MOBIL CORPXOM279,200$30.1M0.08%
110TRIPADVISOR INCTRIP30,604,000$29.5M0.07%
111EXACT SCIENCES CORP30063PAB130,500,000$29.1M0.07%
112ALCOA CORPAA959,409$28.3M0.07%
113WAYFAIR INCW20,000,000$27.1M0.07%
114CYTOKINETICS INCCYTK8,631,000$27.0M0.07%
115INTERPUBLIC GROUP COS INCINTR1,100,000$26.9M0.07%
116CISCO SYS INCCSCO384,100$26.6M0.07%
117MORGAN STANLEYMS-PQ186,100$26.2M0.07%
118INTEL CORPINTC1,166,900$26.1M0.07%
119GOLDMAN SACHS GROUP INCGSCE36,500$25.8M0.07%
120MICROSTRATEGY INCSTRD12,000,000$25.8M0.07%
121LINDE PLCLIN54,200$25.4M0.06%
122SPDR SERIES TRUST78464A755373,600$25.1M0.06%
123SPDR SERIES TRUST78464A755373,600$25.1M0.06%
124PROGRESS SOFTWARE CORP743312AB621,000,000$25.1M0.06%
125GAMESTOP CORP NEWGME-WT983,500$24.0M0.06%
126COCA COLA COKO337,500$23.9M0.06%
127DISNEY WALT CO254687106192,200$23.8M0.06%
128ALPHABET INCGOOG133,000$23.4M0.06%
129KIRBY CORPKEX198,471$22.5M0.06%
130BROADCOM INCAVGO81,200$22.4M0.06%
131RAPID7 INCRPD23,950,000$22.3M0.06%
132DYCOM INDS INC26747510189,898$22.0M0.06%
133GILEAD SCIENCES INCGILD198,000$22.0M0.06%
134QXO INCQXO-PB1,000,000$21.5M0.05%
135VERIZON COMMUNICATIONS INCVZ497,800$21.5M0.05%
136ABBOTT LABSABLZF153,300$20.9M0.05%
137RYDER SYS INCR127,004$20.2M0.05%
138ISHARES TR464288513249,201$20.1M0.05%
139CONMED CORPCNMD21,000,000$19.9M0.05%
140SELECT SECTOR SPDR TR81369Y100225,900$19.8M0.05%
141CAPITAL ONE FINL CORP14040H10592,098$19.6M0.05%
142ACCENTURE PLC IRELANDACN65,500$19.6M0.05%
143SCHWAB CHARLES CORPSCHW-PJ214,470$19.6M0.05%
144SPIRIT AEROSYSTEMS HLDGS INC848574109512,434$19.5M0.05%
145TAIWAN SEMICONDUCTOR MFG LTD87403910085,700$19.4M0.05%
146T-MOBILE US INCTMUSZ80,300$19.1M0.05%
147MERCK & CO INCMRK238,900$18.9M0.05%
148CONSTELLIUM SECSTM1,413,555$18.8M0.05%
149GE AEROSPACE36960430172,900$18.8M0.05%
150EVERGY INCEVRG16,000,000$18.7M0.05%
151SPDR SERIES TRUST78468R408732,801$18.7M0.05%
152COSTCO WHSL CORP NEW22160K10518,793$18.6M0.05%
153MICROSTRATEGY INCSTRK45,800$18.5M0.05%
154GALLAGHER ARTHUR J & CO36357610957,174$18.3M0.05%
155ISHARES TR464287234377,444$18.2M0.05%
156IMAX CORPIMAX16,107,000$18.1M0.05%
157CHEVRON CORP NEWCVX126,200$18.1M0.05%
158VENTAS RLTY LTD PARTNERSHIPVTR15,000,000$18.0M0.05%
159PEPSICO INCPEP135,900$17.9M0.05%
160SALESFORCE INCCRM65,695$17.9M0.05%
161ISHARES TR464288638334,801$17.8M0.05%
162PHILIP MORRIS INTL INC71817210997,900$17.8M0.05%
163ADOBE INCADBE46,000$17.8M0.05%
164VISA INCV49,700$17.6M0.04%
165SPDR SERIES TRUST78464A698295,869$17.6M0.04%
166UNITEDHEALTH GROUP INCUNH55,949$17.5M0.04%
167ORACLE CORPORCL-PD77,700$17.0M0.04%
168ALPHABET INCGOOG94,300$16.7M0.04%
169OMNICELL COMOMCL16,853,000$16.7M0.04%
170CME GROUP INCCME60,000$16.5M0.04%
171GOLDMAN SACHS GROUP INCGSCE23,259$16.5M0.04%
172AMERICAN EXPRESS COAXP51,500$16.4M0.04%
173QUALCOMM INCQCOM103,000$16.4M0.04%
174AT&T INCT-PC560,800$16.2M0.04%
175FIRSTENERGY CORPFE16,000,000$16.1M0.04%
176FOOT LOCKER INC344849104650,000$15.9M0.04%
177DUKE ENERGY CORP NEWDUKB15,000,000$15.9M0.04%
178BENTLEY SYS INCBSY16,752,000$15.8M0.04%
179SKECHERS U S A INC830566105250,000$15.8M0.04%
180PALO ALTO NETWORKS INCPANW76,400$15.6M0.04%
181PFIZER INCPFE643,900$15.6M0.04%
182CVS HEALTH CORPCVS225,200$15.5M0.04%
183TAIWAN SEMICONDUCTOR MFG LTD87403910068,400$15.5M0.04%
184ISHARES TR464287465172,000$15.4M0.04%
185WELLS FARGO CO NEW949746101187,210$15.0M0.04%
186T-MOBILE US INCTMUSZ62,307$14.8M0.04%
187APPLIED MATLS INC03822210581,000$14.8M0.04%
188VANECK ETF TRUST92189F67653,100$14.8M0.04%
189MARVELL TECHNOLOGY INCMRVL187,800$14.5M0.04%
190ISHARES TR464287465159,200$14.2M0.04%
191BROADCOM INCAVGO51,570$14.2M0.04%
192SOUTHERN COSOMN12,500,000$13.9M0.04%
193MASTERCARD INCORPORATEDMA24,256$13.6M0.03%
194INTUITINTU17,300$13.6M0.03%
195JPMORGAN CHASE & CO.VYLD46,500$13.5M0.03%
196DISNEY WALT CO254687106108,227$13.4M0.03%
197ROBINHOOD MKTS INC770700102143,000$13.4M0.03%
198THERMO FISHER SCIENTIFIC INCTMO32,800$13.3M0.03%
199UBER TECHNOLOGIES INCUBER141,700$13.2M0.03%
200UNION PAC CORPUNP57,300$13.2M0.03%
201MCDONALDS CORPMCD45,100$13.2M0.03%
202CHEMOURS COCC1,141,208$13.1M0.03%
203NIKE INCNKE181,100$12.9M0.03%
204WEATHERFORD INTL PLCG48833118254,226$12.8M0.03%
205SOUTHERN COSOMN11,500,000$12.7M0.03%
206JPMORGAN CHASE & CO.VYLD43,701$12.7M0.03%
207COINBASE GLOBAL INCCOIN35,700$12.5M0.03%
208RTX CORPORATIONRTX85,600$12.5M0.03%
209APPLIED MATLS INC03822210568,100$12.5M0.03%
210ALLIANT ENERGY CORPLNT12,000,000$12.4M0.03%
211S&P GLOBAL INCSPGI23,400$12.3M0.03%
212SAREPTA THERAPEUTICS INCSRPT17,000,000$12.3M0.03%
213MONSTER BEVERAGE CORP NEWMNST190,865$12.0M0.03%
214INTUITIVE SURGICAL INCISRG21,900$11.9M0.03%
215UNITED PARCEL SERVICE INCUPS117,500$11.9M0.03%
216NEXTERA ENERGY INCNEE-PW170,400$11.8M0.03%
217BIOMARIN PHARMACEUTICAL INCBMRN12,500,000$11.8M0.03%
218HONEYWELL INTL INC43851610650,400$11.7M0.03%
219MARA HOLDINGS INCMARA745,200$11.7M0.03%
220PROGRESSIVE CORP74331510343,200$11.5M0.03%
221SELECT SECTOR SPDR TR81369Y100129,600$11.4M0.03%
222ISHARES TR464287465126,517$11.3M0.03%
223CONSTELLATION ENERGY CORPCEG35,000$11.3M0.03%
224TJX COS INC NEW87254010991,400$11.3M0.03%
225ABBVIE INCABBV60,400$11.2M0.03%
226MR COOPER GROUP INC62482R10775,000$11.2M0.03%
227SPDR SERIES TRUST78468R622114,801$11.2M0.03%
228LAM RESEARCH CORPLRCX113,400$11.0M0.03%
229TARGET CORPTGT111,400$11.0M0.03%
230PACIRA BIOSCIENCES INCPCRX10,907,000$10.8M0.03%
231SPDR SERIES TRUST78464A359130,801$10.8M0.03%
232HOME DEPOT INCHD29,175$10.7M0.03%
233COSTCO WHSL CORP NEW22160K10510,800$10.7M0.03%
234TYLER TEX INDPT SCH DIST902252AB18,651,000$10.7M0.03%
235REDDIT INCRDDT70,786$10.7M0.03%
236NETFLIX INCNFLX7,900$10.6M0.03%
237CELSIUS HLDGS INCCELH227,805$10.6M0.03%
238INTEL CORPINTC469,938$10.5M0.03%
239NOVO-NORDISK A SNONOF150,000$10.4M0.03%
240FOX CORPFOX200,000$10.3M0.03%
241AMGEN INCAMGN36,800$10.3M0.03%
242MAKEMYTRIP LIMITED MAURITIUSMMYT4,000,000$10.2M0.03%
243PROCTER AND GAMBLE CO74271810964,000$10.2M0.03%
244PROCTER AND GAMBLE CO74271810963,900$10.2M0.03%
245MAGNITE INCMGNI10,500,000$10.1M0.03%
246UNITED AIRLS HLDGS INCUNTCW127,452$10.1M0.03%
247ISHARES TR46434V407234,101$10.1M0.03%
248INNOVIVA INCINVA10,000,000$10.0M0.03%
249PHILIP MORRIS INTL INC71817210954,998$10.0M0.03%
250ACCENTURE PLC IRELANDACN32,963$9.9M0.03%
251NEWMONT CORPNEMCL167,200$9.7M0.02%
252ASCENDIS PHARMA A/SASND7,750,000$9.7M0.02%
253PAYPAL HLDGS INCPYPL130,500$9.7M0.02%
254ELI LILLY & COLLY12,385$9.7M0.02%
255ADOBE INCADBE24,944$9.7M0.02%
256MEDTRONIC PLCMDT110,300$9.6M0.02%
257UNITEDHEALTH GROUP INCUNH30,600$9.5M0.02%
258FAIR ISAAC CORPFICO5,221$9.5M0.02%
259BRITISH AMERN TOB PLC110448107200,000$9.5M0.02%
260NETFLIX INCNFLX6,982$9.3M0.02%
261FEDEX CORPFDX41,100$9.3M0.02%
262BERKSHIRE HATHAWAY INC DELBRK-A19,139$9.3M0.02%
263PALANTIR TECHNOLOGIES INCPLTR67,900$9.3M0.02%
264APPLOVIN CORPAPP26,400$9.2M0.02%
265LAUDER ESTEE COS INC518439104114,232$9.2M0.02%
266ADVANCED MICRO DEVICES INCAMD64,900$9.2M0.02%
267THE CIGNA GROUP12552310027,800$9.2M0.02%
268UNITED PARCEL SERVICE INCUPS90,750$9.2M0.02%
269CATERPILLAR INCCAT23,500$9.1M0.02%
270MESA LABS INC59064RAA79,116,000$9.1M0.02%
271COCA COLA COKO127,900$9.0M0.02%
272SEA LTDSE9,500,000$9.0M0.02%
273NASDAQ INCNDAQ100,000$8.9M0.02%
274DICKS SPORTING GOODS INC25339310245,000$8.9M0.02%
275PTC THERAPEUTICS INCPTCT7,500,000$8.7M0.02%
276FISERV INCFISV50,100$8.6M0.02%
277INTERNATIONAL BUSINESS MACHSINTR29,300$8.6M0.02%
278PAYPAL HLDGS INCPYPL116,200$8.6M0.02%
279DELTA AIR LINES INC DELDAL175,282$8.6M0.02%
280LOWES COS INC54866110738,800$8.6M0.02%
281SNOWFLAKE INCSNOW38,470$8.6M0.02%
282MERCK & CO INCMRK107,490$8.5M0.02%
283DANAHER CORPORATION23585110243,000$8.5M0.02%
284TEXAS INSTRS INC88250810440,600$8.4M0.02%
285T-MOBILE US INCTMUSZ35,300$8.4M0.02%
286PROLOGIS INC.PLDGP80,000$8.4M0.02%
287REDDIT INCRDDT55,700$8.4M0.02%
288WALMART INCWMT85,700$8.4M0.02%
289FLOWSERVE CORPFLS159,939$8.4M0.02%
290JOHNSON & JOHNSONJNJ54,700$8.4M0.02%
291ECHOSTAR CORPSATS299,600$8.3M0.02%
292BANK AMERICA CORP060505104174,106$8.2M0.02%
293TJX COS INC NEW87254010966,341$8.2M0.02%
294VERTEX PHARMACEUTICALS INCVRTX18,400$8.2M0.02%
295ELI LILLY & COLLY10,500$8.2M0.02%
296UBER TECHNOLOGIES INCUBER87,421$8.2M0.02%
297WALMART INCWMT83,316$8.1M0.02%
298PALANTIR TECHNOLOGIES INCPLTR59,738$8.1M0.02%
299FORD MTR CO345370860749,300$8.1M0.02%
300PFIZER INCPFE335,100$8.1M0.02%
301MARVELL TECHNOLOGY INCMRVL104,410$8.1M0.02%
302BLACKSTONE INCBX54,000$8.1M0.02%
303ARISTA NETWORKS INCANET78,700$8.1M0.02%
304CONOCOPHILLIPSCOP89,400$8.0M0.02%
305STARBUCKS CORPSBUX86,576$7.9M0.02%
306ISHARES TR46428724272,219$7.9M0.02%
307VISA INCV21,106$7.5M0.02%
308NEWMONT CORPNEMCL128,300$7.5M0.02%
309CYTOKINETICS INCCYTK7,000,000$7.5M0.02%
310ALTRIA GROUP INCMO126,600$7.4M0.02%
311AUTOMATIC DATA PROCESSING INADP23,900$7.4M0.02%
312THERMO FISHER SCIENTIFIC INCTMO18,165$7.4M0.02%
313SCHWAB CHARLES CORPSCHW-PJ80,700$7.4M0.02%
314COINBASE GLOBAL INCCOIN20,960$7.3M0.02%
315EXXON MOBIL CORPXOM67,900$7.3M0.02%
316ABBVIE INCABBV39,392$7.3M0.02%
317CISCO SYS INCCSCO104,500$7.3M0.02%
318LINDE PLCLIN15,400$7.2M0.02%
319ASA GOLD AND PRECIOUS MTLS LG3156P103227,782$7.2M0.02%
320SUPER MICRO COMPUTER INCSMCI146,300$7.2M0.02%
321LOCKHEED MARTIN CORPLMT15,300$7.1M0.02%
322MICROCHIP TECHNOLOGY INC.MCHPP100,500$7.1M0.02%
323INTERCONTINENTAL EXCHANGE IN45866F10438,100$7.0M0.02%
324NEUBERGER BERMAN NEXT GENERANBXG477,748$7.0M0.02%
325ELEVANCE HEALTH INCELV17,900$7.0M0.02%
326MARRIOTT INTL INC NEW57190320225,400$6.9M0.02%
327CHIPOTLE MEXICAN GRILL INCCMG123,100$6.9M0.02%
328KKR & CO INCKKRT51,400$6.8M0.02%
329GABELLI DIVID & INCOME TR36242H104262,242$6.8M0.02%
330AMERICAN EXPRESS COAXP21,323$6.8M0.02%
331PALO ALTO NETWORKS INCPANW33,100$6.8M0.02%
332MANNKIND CORPMNKD6,729,000$6.7M0.02%
333CROWDSTRIKE HLDGS INCCRWD13,200$6.7M0.02%
334ISHARES TR46429B69770,870$6.7M0.02%
335STRYKER CORPORATIONSYK16,800$6.6M0.02%
336ALASKA AIR GROUP INCALK133,950$6.6M0.02%
337ROBINHOOD MKTS INC77070010270,668$6.6M0.02%
338PFIZER INCPFE271,283$6.6M0.02%
339GUARDANT HEALTH INCGH7,200,000$6.5M0.02%
340EATON CORP PLCETN18,300$6.5M0.02%
341VIRTUS DIVIDEND INTEREST & PNFJ526,672$6.5M0.02%
342WASTE MGMT INC DEL94106L10928,400$6.5M0.02%
343SPDR SERIES TRUST78468R55651,523$6.5M0.02%
344APPLOVIN CORPAPP18,438$6.5M0.02%
345AMERICAN TOWER CORP NEW03027X10029,200$6.5M0.02%
346OCCIDENTAL PETE CORP674599105151,623$6.4M0.02%
347MCDONALDS CORPMCD21,733$6.3M0.02%
348PEPSICO INCPEP48,008$6.3M0.02%
349HUMANA INCHUM25,800$6.3M0.02%
350PORCH GROUP INCPRCH5,000,000$6.3M0.02%
351FREEPORT-MCMORAN INCFCX145,100$6.3M0.02%
352BRISTOL-MYERS SQUIBB COCELG-RI133,300$6.2M0.02%
353GOLDMAN SACHS GROUP INCGSCE8,700$6.2M0.02%
354INTUITINTU7,789$6.1M0.02%
355DEERE & CODE11,900$6.1M0.02%
356CAPITAL ONE FINL CORP14040H10528,100$6.0M0.02%
357TANDEM DIABETES CARE INCTNDM6,180,000$6.0M0.02%
358MASTERCARD INCORPORATEDMA10,600$6.0M0.02%
359CVS HEALTH CORPCVS86,300$6.0M0.02%
360SNOWFLAKE INCSNOW26,500$5.9M0.02%
361SNOWFLAKE INCSNOW26,500$5.9M0.02%
362QUALCOMM INCQCOM37,064$5.9M0.01%
363PHILIP MORRIS INTL INC71817210932,300$5.9M0.01%
364FREEPORT-MCMORAN INCFCX135,400$5.9M0.01%
365STARBUCKS CORPSBUX64,000$5.9M0.01%
366ABBOTT LABSABLZF43,000$5.8M0.01%
367HALLIBURTON COHAL284,700$5.8M0.01%
368UNION PAC CORPUNP25,193$5.8M0.01%
369TARGET CORPTGT58,282$5.7M0.01%
370LOUISIANA PAC CORPLPX66,380$5.7M0.01%
371BOEING COBA-PA27,179$5.7M0.01%
372TKO GROUP HOLDINGS INCTKO31,000$5.6M0.01%
373BOSTON SCIENTIFIC CORPBSX52,400$5.6M0.01%
374SEA LTDSE35,000$5.6M0.01%
375EXXON MOBIL CORPXOM51,342$5.5M0.01%
376GRANITE CONSTR INCGVA2,651,000$5.5M0.01%
377INTUITINTU6,900$5.4M0.01%
378NIKE INCNKE75,879$5.4M0.01%
379SERVICETITAN INCTTAN50,000$5.4M0.01%
380ROBLOX CORPRBLX50,700$5.3M0.01%
381WELLS FARGO CO NEW94974610165,900$5.3M0.01%
382MONSTER BEVERAGE CORP NEWMNST83,500$5.2M0.01%
383LIVE NATION ENTERTAINMENT INLYV34,100$5.2M0.01%
384CIPHER MINING INC17253JAA44,000,000$5.1M0.01%
385EOG RES INCEOG42,800$5.1M0.01%
386AMCOR PLCAMCCF556,900$5.1M0.01%
387AAON INCAAON69,297$5.1M0.01%
388CORTEVA INCCTVA67,954$5.1M0.01%
389BANDWIDTH INCBAND6,000,000$5.0M0.01%
390CADENCE DESIGN SYSTEM INCCDNS16,300$5.0M0.01%
391COMCAST CORP NEWCCZ140,300$5.0M0.01%
392ONESTREAM INCOS175,000$5.0M0.01%
393MICROCHIP TECHNOLOGY INC.MCHPP5,000,000$4.9M0.01%
394SERVICENOW INCNOW4,800$4.9M0.01%
395PACIRA BIOSCIENCES INCPCRX5,000,000$4.9M0.01%
396CARDLYTICS INCCDLX12,145,000$4.9M0.01%
397GE VERNOVA INCGEV9,200$4.9M0.01%
398LAUDER ESTEE COS INC51843910459,900$4.8M0.01%
399AIRBNB INCABNB36,500$4.8M0.01%
400SALESFORCE INCCRM17,700$4.8M0.01%
401ALBERTSONS COS INC013091103223,700$4.8M0.01%
402ANALOG DEVICES INCADI20,200$4.8M0.01%
403GUESS INC401617AF25,000,000$4.8M0.01%
404COSTAR GROUP INCCSGP59,089$4.8M0.01%
405MORGAN STANLEYMS-PQ33,600$4.7M0.01%
406ANHEUSER BUSCH INBEV SA/NVBUDFF68,800$4.7M0.01%
407NIKE INCNKE66,500$4.7M0.01%
408BANK AMERICA CORP06050510499,500$4.7M0.01%
409LULULEMON ATHLETICA INCLULU19,315$4.6M0.01%
410CLEANSPARK INCCLSKW413,400$4.6M0.01%
411HILTON WORLDWIDE HLDGS INCHLT17,000$4.5M0.01%
412VERTIV HOLDINGS COVRT35,000$4.5M0.01%
413DELL TECHNOLOGIES INCDELL36,600$4.5M0.01%
414LULULEMON ATHLETICA INCLULU18,800$4.5M0.01%
415AUTODESK INCADSK14,300$4.4M0.01%
416AUTOMATIC DATA PROCESSING INADP14,300$4.4M0.01%
417ISHARES TR464287184119,330$4.4M0.01%
418APPLIED OPTOELECTRONICS INCAAOI2,500,000$4.4M0.01%
419DELTA AIR LINES INC DELDAL88,000$4.3M0.01%
420ACCURAY INC DELARAY4,500,000$4.2M0.01%
421COMCAST CORP NEWCCZ118,700$4.2M0.01%
422GENERAL DYNAMICS CORPGD14,500$4.2M0.01%
423GILEAD SCIENCES INCGILD38,100$4.2M0.01%
424E2OPEN PARENT HOLDINGS INC29788T1031,300,000$4.2M0.01%
425KROGER COKR58,300$4.2M0.01%
426ELECTRONIC ARTS INCEA26,100$4.2M0.01%
427ALPHATEC HLDGS INCATEC4,150,000$4.1M0.01%
428OMEROS CORPOMER4,410,000$4.1M0.01%
429CHEVRON CORP NEWCVX28,594$4.1M0.01%
430SHERWIN WILLIAMS COSHW11,900$4.1M0.01%
431AMGEN INCAMGN14,600$4.1M0.01%
432SPDR SERIES TRUST78464A79772,827$4.1M0.01%
433WESTERN AST INFL LKD OPP & I95766R104462,748$4.1M0.01%
434SHIFT4 PMTS INC82452J30735,000,000$4.0M0.01%
435RTX CORPORATIONRTX27,500$4.0M0.01%
436RADIUS RECYCLING INC806882106135,000$4.0M0.01%
437TAKE-TWO INTERACTIVE SOFTWARTTWO16,500$4.0M0.01%
438MERCK & CO INCMRK50,600$4.0M0.01%
439AMERICAN INTL GROUP INC02687478446,500$4.0M0.01%
440APOLLO GLOBAL MGMT INC03769M10627,800$3.9M0.01%
441CHEVRON CORP NEWCVX27,500$3.9M0.01%
442GENERAL MTRS CO37045V10079,900$3.9M0.01%
443UBER TECHNOLOGIES INCUBER42,000$3.9M0.01%
444PEPSICO INCPEP29,400$3.9M0.01%
445GE AEROSPACE36960430115,000$3.9M0.01%
446PNC FINL SVCS GROUP INC69347510520,700$3.9M0.01%
447FLUTTER ENTMT PLCG3643J10813,467$3.8M0.01%
448CHIPOTLE MEXICAN GRILL INCCMG68,434$3.8M0.01%
449OCCIDENTAL PETE CORP67459910591,400$3.8M0.01%
450GOSSAMER BIO INCGOSS7,293,000$3.8M0.01%
451BLACKSTONE INCBX25,407$3.8M0.01%
452PG&E CORPPCG-PX272,400$3.8M0.01%
453WORKDAY INCWDAY15,800$3.8M0.01%
454HONEYWELL INTL INC43851610616,200$3.8M0.01%
455AMERICAN EXPRESS COAXP11,800$3.8M0.01%
456INTEL CORPINTC167,800$3.8M0.01%
457ACCENTURE PLC IRELANDACN12,500$3.7M0.01%
458QUALCOMM INCQCOM23,200$3.7M0.01%
459S&P GLOBAL INCSPGI7,000$3.7M0.01%
460TAIWAN SEMICONDUCTOR MFG LTD87403910016,245$3.7M0.01%
461VIRTUS TOTAL RETURN FD INC92835W107590,007$3.7M0.01%
462ISHARES INC46428677251,200$3.7M0.01%
463DEXCOM INCDXCM42,000$3.7M0.01%
464VISTRA CORPVST18,900$3.7M0.01%
465DYNAVAX TECHNOLOGIES CORP268158AE24,000,000$3.6M0.01%
466GENERAL MTRS CO37045V10073,910$3.6M0.01%
467TJX COS INC NEW87254010929,400$3.6M0.01%
468AT&T INCT-PC125,200$3.6M0.01%
469DISNEY WALT CO25468710629,100$3.6M0.01%
470CME GROUP INCCME13,000$3.6M0.01%
471APA CORPORATIONAPA195,900$3.6M0.01%
472FIRST TR EXCHANGE-TRADED FD33734510216,774$3.6M0.01%
473ARISTA NETWORKS INCANET34,784$3.6M0.01%
474AMERICAN TOWER CORP NEW03027X10016,100$3.6M0.01%
475HOME DEPOT INCHD9,600$3.5M0.01%
476ALIBABA GROUP HLDG LTDBBAAY30,942$3.5M0.01%
477NIO INCNIOIF5,500,000$3.5M0.01%
478THERMO FISHER SCIENTIFIC INCTMO8,600$3.5M0.01%
479NORFOLK SOUTHN CORP65584410813,600$3.5M0.01%
480PROLOGIS INC.PLDGP33,093$3.5M0.01%
481FIVE BELOW INCFIVE26,504$3.5M0.01%
482FIDELITY NATIONAL FINANCIALFNF61,900$3.5M0.01%
483HALLIBURTON COHAL168,932$3.4M0.01%
484MICRON TECHNOLOGY INCMU27,924$3.4M0.01%
485NIO INCNIOIF1,000,000$3.4M0.01%
486DANAHER CORPORATION23585110217,315$3.4M0.01%
487BRISTOL-MYERS SQUIBB COCELG-RI73,888$3.4M0.01%
488SCHLUMBERGER LTDSLB100,800$3.4M0.01%
489DUKE ENERGY CORP NEWDUKB28,600$3.4M0.01%
4903M COMMM22,100$3.4M0.01%
491PDD HOLDINGS INCPDD32,100$3.4M0.01%
492VANECK ETF TRUST92189F67612,040$3.4M0.01%
493LOWES COS INC54866110714,983$3.3M0.01%
494STRYKER CORPORATIONSYK8,400$3.3M0.01%
495PROGRESSIVE CORP74331510312,400$3.3M0.01%
496MONDELEZ INTL INC60920710548,800$3.3M0.01%
497CRH PLCCRH35,837$3.3M0.01%
498PACCAR INCPCAR34,300$3.3M0.01%
499FORTINET INCFTNT30,800$3.3M0.01%
500CARNIVAL CORPCUKPF114,500$3.2M0.01%