ODDO BHF ASSET MANAGEMENT SAS

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, ODDO BHF ASSET MANAGEMENT SAS maintained a portfolio of 439 distinct positions. The most significant new addition to the portfolio was MICROSOFT CORP, which now represents 8.74% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 18.6%. Conversely, ODDO BHF ASSET MANAGEMENT SAS completely exited their position in VISA INC.
PCA Score Concentration Risk
Risk ENB
Total Positions
439
Quarter
2025 Q4
Top Holding
NVDA (9.6%)
Top 10 Concentration
37.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 439
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 9.57% 8.20% #1
Prev: #1
5.9 214,762 18.6%
P
S
1,370,537 $255,605,151 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 8.74% #2
Prev: #—
5.5 482,677 no change
NEW
482,677 $233,432,251 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.71% 3.51% #3
Prev: #3
4.0 100,618 27.8%
P
S
462,845 $125,829,042 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 3.96% 3.73% #4 2
Prev: #2
3.6 7,932 2.7%
P
S
305,376 $105,690,634 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSX
BOSTON SCIENTIF...
Healthcare 2.03% 1.68% #5 4
Prev: #9
2.9 116,062 25.7%
P
S
567,904 $54,149,646 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 1.68% 1.81% #6 1
Prev: #7
3.0 439,353 1109.0%
P
S
478,971 $44,908,321 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.68% 0.96% #7 17
Prev: #24
2.9 59,603 74.9%
P
S
139,209 $44,855,924 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
SERVICENOW INC
Technology 1.61% #8
Prev: #—
2.6 279,748 no change
NEW
279,748 $42,854,596 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ANET
ARISTA NETWORKS...
Technology 1.49% 1.73% #9 1
Prev: #8
0.6 -8,458 -2.7%
P
S
303,958 $39,827,617 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.47% 0.84% #10 21
Prev: #31
2.7 35,155 39.0%
P
S
125,357 $39,337,027 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP
Healthcare 1.46% 1.01% #11 12
Prev: #23
2.7 13,165 38.3%
P
S
47,559 $39,012,172 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 1.42% 0.77% #12 24
Prev: #36
2.8 197,795 66.9%
P
S
493,609 $38,022,701 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.38% 0.94% #13 13
Prev: #26
2.6 1,895 5.8%
P
S
34,349 $36,914,183 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 1.36% 1.23% #14 2
Prev: #12
2.6 3,095 4.7%
P
S
69,452 $36,294,921 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
Consumer Cyclical 1.24% 1.21% #15 2
Prev: #13
2.5 288 4.9%
P
S
6,190 $33,149,493 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
HOWMET AEROSPAC...
Industrials 1.23% 1.10% #16 4
Prev: #20
2.5 12,687 8.6%
P
S
159,854 $32,773,267 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EME
EMCOR GROUP INC
Industrials 1.22% 1.19% #17 2
Prev: #15
2.5 5,096 10.6%
P
S
53,335 $32,629,820 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MELI
MERCADOLIBRE IN...
Consumer Cyclical 1.21% 1.32% #18 7
Prev: #11
2.5 1,185 8.0%
P
S
16,052 $32,332,902 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DAY
DAYFORCE INC
Technology 1.20% 0.06% #19 208
Prev: #227
2.8 442,932 2007.1%
P
S
465,000 $32,159,400 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDTX
CIDARA THERAPEU...
Healthcare 1.18% #20
Prev: #—
2.5 142,500 no change
NEW
142,500 $31,476,825 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 1.10% 1.08% #21
Prev: #21
0.5 -8,045 -13.7%
P
S
50,466 $29,242,524 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGR
PROGRESSIVE COR...
Financial Services 1.08% 1.02% #22
Prev: #22
2.5 18,416 17.0%
P
S
126,516 $28,810,224 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 1.06% 2.15% #23 18
Prev: #5
0.5 -54,787 -27.3%
P
S
145,843 $28,426,259 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASND
ASCENDIS PHARMA...
Healthcare 1.04% 0.91% #24 5
Prev: #29
2.4 9,958 8.3%
P
S
129,941 $27,708,619 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RNA
AVIDITY BIOSCIE...
Healthcare 1.02% #25
Prev: #—
2.4 377,500 no change
NEW
377,500 $27,229,075 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 0.00% 2.59%
Sold All 😨
(Was: #4)
0.3 -199,375 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 1.90%
Sold All 😨
(Was: #6)
0.3 -467,471 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PWR
QUANTA SERVICES...
Industrials 0.00% 1.42%
Sold All 😨
(Was: #10)
0.3 -90,223 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTAL
MAC Copper Ltd
Unknown 0.00% 1.21%
Sold All 😨
(Was: #14)
0.3 -2,600,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
Mr Cooper Group...
Unknown 0.00% 1.18%
Sold All 😨
(Was: #16)
0.3 -147,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 1.17%
Sold All 😨
(Was: #17)
0.3 -44,188 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LIVN
LIVANOVA PLC
Healthcare 0.00% 1.13%
Sold All 😨
(Was: #18)
0.3 -569,232 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.95%
Sold All 😨
(Was: #25)
0.3 -303,567 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JCI
JOHNSON CTLS IN...
Industrials 0.00% 0.94%
Sold All 😨
(Was: #27)
0.3 -224,049 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DB
DEUTSCHE BANK A...
Financial Services 0.00% 0.93%
Sold All 😨
(Was: #28)
0.3 -819,314 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONK
LIBERTY MEDIA C...
Communication Services 0.00% 0.80%
Sold All 😨
(Was: #33)
0.3 -202,368 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.00% 0.75%
Sold All 😨
(Was: #39)
0.3 -4,600 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KKR
KKR & CO INC
Financial Services 0.00% 0.73%
Sold All 😨
(Was: #40)
0.3 -147,089 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SRDX
SURMODICS INC
Unknown 0.00% 0.69%
Sold All 😨
(Was: #44)
0.3 -610,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
Industrials 0.00% 0.67%
Sold All 😨
(Was: #45)
0.3 -47,021 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 0.00% 0.64%
Sold All 😨
(Was: #47)
0.3 -125,552 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALLE
ALLEGION PLC
Industrials 0.00% 0.59%
Sold All 😨
(Was: #50)
0.3 -88,119 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 0.48%
Sold All 😨
(Was: #54)
0.3 -1,597,379 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.46%
Sold All 😨
(Was: #58)
0.3 -311,059 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TT
TRANE TECHNOLOG...
Industrials 0.00% 0.44%
Sold All 😨
(Was: #60)
0.3 -27,539 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRUS
MERUS N V
Healthcare 0.00% 0.33%
Sold All 😨
(Was: #74)
0.3 -92,038 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PNR
PENTAIR PLC
Industrials 0.00% 0.29%
Sold All 😨
(Was: #79)
0.3 -69,320 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHP
MICROCHIP TECHN...
Technology 0.00% 0.29%
Sold All 😨
(Was: #80)
0.3 -117,202 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 0.00% 0.28%
Sold All 😨
(Was: #82)
0.3 -15,428 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
UBER TECHNOLOGI...
Technology 0.00% 0.28%
Sold All 😨
(Was: #83)
0.3 -74,546 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BK
BANK NEW YORK M...
Financial Services 0.00% 0.25%
Sold All 😨
(Was: #86)
0.3 -60,226 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REGN
REGENERON PHARM...
Healthcare 0.00% 0.22%
Sold All 😨
(Was: #95)
0.3 -10,265 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 0.00% 0.21%
Sold All 😨
(Was: #98)
0.3 -22,680 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VLTO
VERALTO CORP
Industrials 0.00% 0.21%
Sold All 😨
(Was: #104)
0.3 -50,807 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTNT
FORTINET INC
Technology 0.00% 0.20%
Sold All 😨
(Was: #106)
0.3 -63,366 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP
Technology 0.00% 0.20%
Sold All 😨
(Was: #107)
0.3 -36,259 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
Financial Services 0.00% 0.20%
Sold All 😨
(Was: #108)
0.3 -51,898 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXP
AMERICAN EXPRES...
Financial Services 0.00% 0.19%
Sold All 😨
(Was: #111)
0.3 -15,017 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MNDY
MONDAY COM LTD
Technology 0.00% 0.18%
Sold All 😨
(Was: #117)
0.3 -24,169 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TAP
MOLSON COORS BE...
Consumer Defensive 0.00% 0.17%
Sold All 😨
(Was: #119)
0.3 -99,445 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRKR
BRUKER CORP
Healthcare 0.00% 0.17%
Sold All 😨
(Was: #120)
0.3 -134,913 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PGNY
PROGYNY INC
Healthcare 0.00% 0.16%
Sold All 😨
(Was: #123)
0.3 -197,720 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AYI
ACUITY BRANDS I...
Industrials 0.00% 0.15%
Sold All 😨
(Was: #124)
0.3 -11,574 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.15%
Sold All 😨
(Was: #126)
0.3 -207,805 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LII
LENNOX INTL INC
Industrials 0.00% 0.15%
Sold All 😨
(Was: #128)
0.3 -7,373 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MKL
MARKEL GROUP IN...
Financial Services 0.00% 0.15%
Sold All 😨
(Was: #129)
0.3 -2,032 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
ROYAL CARIBBEAN...
Consumer Cyclical 0.00% 0.15%
Sold All 😨
(Was: #131)
0.3 -11,872 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONA
LIBERTY MEDIA C...
Communication Services 0.00% 0.14%
Sold All 😨
(Was: #134)
0.3 -39,165 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CFG
CITIZENS FINL G...
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #137)
0.3 -66,351 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MTB
M & T BK CORP
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #138)
0.3 -17,829 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP
Industrials 0.00% 0.13%
Sold All 😨
(Was: #139)
0.3 -14,607 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CACC
CREDIT ACCEP CO...
Financial Services 0.00% 0.12%
Sold All 😨
(Was: #142)
0.3 -6,992 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCPH
SCPHARMACEUTICA...
Unknown 0.00% 0.12%
Sold All 😨
(Was: #143)
0.3 -575,052 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SJM
SMUCKER J M CO
Consumer Defensive 0.00% 0.11%
Sold All 😨
(Was: #155)
0.3 -26,818 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LAMR
LAMAR ADVERTISI...
Real Estate 0.00% 0.11%
Sold All 😨
(Was: #157)
0.3 -23,540 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OGS
ONE GAS INC
Utilities 0.00% 0.11%
Sold All 😨
(Was: #158)
0.3 -35,474 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STE
STERIS PLC
Healthcare 0.00% 0.11%
Sold All 😨
(Was: #160)
0.3 -11,273 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KLAC
KLA CORP
Technology 0.00% 0.11%
Sold All 😨
(Was: #162)
0.3 -2,576 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CASY
CASEYS GEN STOR...
Consumer Cyclical 0.00% 0.10%
Sold All 😨
(Was: #164)
0.3 -4,798 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATO
ATMOS ENERGY CO...
Utilities 0.00% 0.10%
Sold All 😨
(Was: #166)
0.3 -15,790 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTC
PTC INC
Technology 0.00% 0.10%
Sold All 😨
(Was: #167)
0.3 -13,258 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LOGI
LOGITECH INTL S...
Technology 0.00% 0.10%
Sold All 😨
(Was: #170)
0.3 -30,832 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UBS
UBS GROUP AG
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #171)
0.3 -81,084 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXPD
EXPEDITORS INTL...
Industrials 0.00% 0.10%
Sold All 😨
(Was: #172)
0.3 -21,297 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GL
GLOBE LIFE INC
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #176)
0.3 -17,325 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MLM
MARTIN MARIETTA...
Basic Materials 0.00% 0.09%
Sold All 😨
(Was: #177)
0.3 -3,912 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHH
CHOICE HOTELS I...
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #178)
0.3 -22,988 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLGN
SILGAN HLDGS IN...
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #179)
0.3 -55,369 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RLI
RLI CORP
Financial Services 0.00% 0.09%
Sold All 😨
(Was: #182)
0.3 -35,591 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA INC
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #183)
0.3 -7,421 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STX
SEAGATE TECHNOL...
Technology 0.00% 0.09%
Sold All 😨
(Was: #186)
0.3 -9,676 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CFR
CULLEN FROST BA...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #190)
0.3 -17,348 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POST
POST HLDGS INC
Consumer Defensive 0.00% 0.08%
Sold All 😨
(Was: #192)
0.3 -19,353 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSV
FIRSTSERVICE CO...
Real Estate 0.00% 0.08%
Sold All 😨
(Was: #194)
0.3 -7,800 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TEL
TE CONNECTIVITY...
Technology 0.00% 0.08%
Sold All 😨
(Was: #196)
0.3 -9,232 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXPI
NXP SEMICONDUCT...
Technology 0.00% 0.08%
Sold All 😨
(Was: #197)
0.3 -8,898 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PBPB
POTBELLY CORP
Unknown 0.00% 0.08%
Sold All 😨
(Was: #198)
0.3 -117,909 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GNTX
GENTEX CORP
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #199)
0.3 -69,071 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #200)
0.3 -10,265 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS Holdings Lt...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #201)
0.3 -25,009 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RPRX
ROYALTY PHARMA ...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #203)
0.3 -52,755 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 0.00% 0.07%
Sold All 😨
(Was: #204)
0.3 -4,305 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SSD
SIMPSON MFG INC
Basic Materials 0.00% 0.07%
Sold All 😨
(Was: #208)
0.3 -10,564 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #209)
0.3 -2,452 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Technology 0.00% 0.07%
Sold All 😨
(Was: #212)
0.3 -10,732 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ROL
ROLLINS INC
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #213)
0.3 -28,874 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HLNE
HAMILTON LANE I...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #214)
0.3 -12,485 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRU
TRANSUNION
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #215)
0.3 -19,780 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNV
SYNOVUS FINL CO...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #217)
0.3 -32,939 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLCO
COOL CO LTD
Energy 0.00% 0.06%
Sold All 😨
(Was: #218)
0.3 -17,089 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PH
PARKER-HANNIFIN...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #219)
0.3 -2,084 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTM
WHITE MTNS INS ...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #221)
0.3 -930 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
H
HYATT HOTELS CO...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #224)
0.3 -10,915 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNX
TD SYNNEX CORPO...
Technology 0.00% 0.06%
Sold All 😨
(Was: #225)
0.3 -9,431 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ODFL
OLD DOMINION FR...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #226)
0.3 -10,945 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HLDG C...
Consumer Defensive 0.00% 0.06%
Sold All 😨
(Was: #230)
0.3 -19,156 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IDXX
IDEXX LABS INC
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #232)
0.3 -2,294 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HEI/A
HEICO CORP NEW
Industrials 0.00% 0.06%
Sold All 😨
(Was: #233)
0.3 -5,748 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEX
IDEX CORP
Industrials 0.00% 0.06%
Sold All 😨
(Was: #234)
0.3 -8,931 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MKSI
MKS INSTRS INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #235)
0.3 -11,519 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WCC
WESCO INTL INC
Industrials 0.00% 0.05%
Sold All 😨
(Was: #236)
0.3 -6,709 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TGT
TARGET CORP
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #239)
0.3 -15,498 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MORN
MORNINGSTAR INC
Financial Services 0.00% 0.05%
Sold All 😨
(Was: #241)
0.3 -5,920 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #242)
0.3 -16,557 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BF/B
BROWN FORMAN CO...
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #243)
0.3 -50,200 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GPK
GRAPHIC PACKAGI...
Consumer Cyclical 0.00% 0.05%
Sold All 😨
(Was: #247)
0.3 -67,618 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAON
AAON INC
Industrials 0.00% 0.05%
Sold All 😨
(Was: #248)
0.3 -14,157 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
G
GENPACT LIMITED
Technology 0.00% 0.05%
Sold All 😨
(Was: #252)
0.3 -29,655 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IP
INTERNATIONAL P...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #255)
0.3 -25,104 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BMY
BRISTOL-MYERS S...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #257)
0.3 -25,554 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VVV
VALVOLINE INC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #258)
0.3 -32,088 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRE
CARETRUST REIT ...
Real Estate 0.00% 0.04%
Sold All 😨
(Was: #259)
0.3 -33,070 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SR
SPIRE INC
Utilities 0.00% 0.04%
Sold All 😨
(Was: #260)
0.3 -14,001 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
REXR
REXFORD INDL RL...
Real Estate 0.00% 0.04%
Sold All 😨
(Was: #261)
0.3 -27,160 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.04%
Sold All 😨
(Was: #263)
0.3 -4,480 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DOX
AMDOCS LTD
Technology 0.00% 0.04%
Sold All 😨
(Was: #264)
0.3 -13,404 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
POOL
POOL CORP
Industrials 0.00% 0.04%
Sold All 😨
(Was: #266)
0.3 -3,471 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BALL
BALL CORP
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #267)
0.3 -21,271 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WSO
WATSCO INC
Industrials 0.00% 0.04%
Sold All 😨
(Was: #269)
0.3 -2,576 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EVGO
EVGO INC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #270)
0.3 -215,840 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CYBR
CYBERARK SOFTWA...
Technology 0.00% 0.04%
Sold All 😨
(Was: #274)
0.3 -2,073 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SEQUANS COMMUNI...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #275)
0.3 -105,649 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ICLR
ICON PLC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #276)
0.3 -5,701 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TRML
TOURMALINE BIO ...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #277)
0.3 -20,810 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RHI
ROBERT HALF INC...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #279)
0.3 -29,190 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELF
E L F BEAUTY IN...
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #282)
0.3 -7,300 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLG
SL GREEN RLTY C...
Real Estate 0.00% 0.04%
Sold All 😨
(Was: #283)
0.3 -15,918 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMX
CARMAX INC
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #285)
0.3 -21,035 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXT
NEXTRACKER INC-...
Technology 0.00% 0.04%
Sold All 😨
(Was: #286)
0.3 -12,738 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DKNG
DRAFTKINGS INC ...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #287)
0.3 -25,158 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAIC
SCIENCE APPLICA...
Technology 0.00% 0.04%
Sold All 😨
(Was: #288)
0.3 -9,448 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SITE
SITEONE LANDSCA...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #289)
0.3 -7,285 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UHAL/B
U HAUL HOLDING ...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #290)
0.3 -18,367 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SYM
SYMBOTIC INC
Industrials 0.00% 0.04%
Sold All 😨
(Was: #291)
0.3 -17,261 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALGN
ALIGN TECHNOLOG...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #293)
0.3 -7,319 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCEP
COCA-COLA EUROP...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #294)
0.3 -10,001 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CELH
CELSIUS HLDGS I...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #296)
0.3 -15,526 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UTHR
UNITED THERAPEU...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #298)
0.3 -2,059 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFGC
PERFORMANCE FOO...
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #300)
0.3 -7,734 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VLO
VALERO ENERGY C...
Energy 0.00% 0.03%
Sold All 😨
(Was: #301)
0.3 -4,725 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TECH
BIO-TECHNE CORP
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #302)
0.3 -14,402 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLAB
SILICON LABORAT...
Technology 0.00% 0.03%
Sold All 😨
(Was: #307)
0.3 -5,883 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAIA
SAIA INC
Industrials 0.00% 0.03%
Sold All 😨
(Was: #312)
0.3 -2,397 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONTO
ONTO INNOVATION...
Technology 0.00% 0.03%
Sold All 😨
(Was: #313)
0.3 -5,531 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
LIVE NATION ENT...
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #314)
0.3 -425 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
ENTG
ENTEGRIS INC
Technology 0.00% 0.03%
Sold All 😨
(Was: #315)
0.3 -7,298 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #317)
0.3 -3,461 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD
Technology 0.00% 0.02%
Sold All 😨
(Was: #318)
0.3 -11,189 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHLT
PERFORMANT HEAL...
Unknown 0.00% 0.02%
Sold All 😨
(Was: #319)
0.3 -79,841 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CUBE
CUBESMART
Real Estate 0.00% 0.02%
Sold All 😨
(Was: #320)
0.3 -14,880 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STLD
STEEL DYNAMICS ...
Basic Materials 0.00% 0.02%
Sold All 😨
(Was: #321)
0.3 -3,954 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #322)
0.3 -4,235 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ABCB
AMERIS BANCORP
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #323)
0.3 -7,001 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EXAS
EXACT SCIENCES ...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #324)
0.3 -9,189 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHC
ACADIA HEALTHCA...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #325)
0.3 -19,689 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDT
MEDTRONIC PLC
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #328)
0.3 -4,605 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SHIFT4 PMTS INC
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #335)
0.3 -372 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
DVA
DAVITA INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #338)
0.3 -2,694 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UAL
UNITED AIRLS HL...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #343)
0.3 -3,154 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
EXACT SCIENCES ...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #345)
0.3 -303 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
QS
QUANTUMSCAPE CO...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #347)
0.3 -21,876 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ENPHASE ENERGY ...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #348)
0.3 -310 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Technology 0.00% 0.01%
Sold All 😨
(Was: #349)
0.3 -1,104 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ECHOSTAR CORP
Unknown 0.00% 0.01%
Sold All 😨
(Was: #357)
0.3 -56,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
MLNK
MERIDIANLINK IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #360)
0.3 -2,938 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCRD
CORECARD CORPOR...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #362)
0.3 -1,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 439 holdings

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