JVAL
JPMorgan U.S. Value Factor ETF
J.P. Morgan Exchange-Traded Fund Trust
ETFIndex fund

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
SYNOPSYS INC 0 4,594 4,594 0.31% $2.14M
QNITY ELECTRONICS INC 0 19,956 19,956 0.28% $1.92M
DOORDASH INC-A 0 9,122 9,122 0.27% $1.87M
AMCOR PLC 0 36,910 36,910 0.24% $1.63M
DECKERS OUTDOOR CORP 0 9,103 9,103 0.16% $1.09M
SM ENERGY CO 0 55,492 55,492 0.16% $1.08M
CARMAX INC 0 19,479 19,479 0.13% $867.59K
TOAST INC-A 0 26,446 26,446 0.12% $822.74K
NUTANIX INC CL A 0 18,352 18,352 0.10% $721.78K
HUNTSMAN CORP 0 58,452 58,452 0.09% $632.45K
NCINO INC 0 16,027 16,027 0.05% $342.18K
VERSANT MEDIA GROUP INC - A 0 2,944 2,944 0.01% $95.92K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
CATERPILLAR INC 10,138 0 -10,138 0.00% -$5.85M
AMCOR PLC 152,392 0 -152,392 0.00% -$1.20M
INFORMATICA INC 43,323 0 -43,323 0.00% -$1.08M
COHERENT CORP 8,073 0 -8,073 0.00% -$1.07M
SYNOVUS FINL 23,332 0 -23,332 0.00% -$1.04M
CIVITAS RESOURCES INC 32,847 0 -32,847 0.00% -$946.98K
INTERPUBLIC GRP 31,510 0 -31,510 0.00% -$808.55K
DAYFORCE INC 10,115 0 -10,115 0.00% -$695.31K
BROOKFIELD RENEW 6,216 0 -6,216 0.00% -$268.90K
PPL CORPORATION 5,099 0 -5,099 0.00% -$186.22K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
META PLATFORMS INC CL A 14,349 17,173 2,824 1.78% $3.00M
APPLE INC 43,143 47,407 4,264 1.78% $636.60K
NVIDIA CORP 29,304 63,381 34,077 1.75% $6.18M
JOHNSON&JOHNSON 42,134 51,036 8,902 1.68% $3.64M
BROADCOM INC 28,236 33,860 5,624 1.62% $780.95K
MICROSOFT CORP 21,556 25,921 4,365 1.61% -$8.37K
MICRON TECHNOLOGY INC 26,528 26,707 179 1.60% $5.14M
JPMorgan Securities Lending Money Market Fund, Class Agency SL Shares 2,863,860 10,771,229 7,907,369 1.56% $7.91M
LAM RESEARCH CORP 31,469 32,113 644 1.09% $2.54M
INTL BUS MACH CORP 19,584 21,913 2,329 0.97% $700.40K
APPLIED MATERIALS INC 19,803 20,131 328 0.94% $1.87M
MERCK & CO 42,938 53,359 10,421 0.85% $2.19M
CHEVRON CORP 25,406 30,193 4,787 0.77% $1.33M
CITIGROUP INC 41,316 45,778 4,462 0.77% $1.11M
KLA CORP 3,169 3,575 406 0.74% $1.27M
HOME DEPOT INC 11,134 13,212 2,078 0.72% $722.73K
GILEAD SCIENCES INC 28,113 34,385 6,272 0.71% $1.51M
TEXAS INSTRUMENTS INC 20,707 22,494 1,787 0.70% $1.51M
SALESFORCE INC 19,617 22,759 3,142 0.70% -$276.95K
CISCO SYSTEMS INC 51,975 60,382 8,407 0.68% $929.23K
AMPHENOL CORPORATION CL A 29,592 32,645 3,053 0.68% $580.14K
AT&T INC 147,022 178,808 31,786 0.68% $1.05M
AMGEN INC 11,018 13,593 2,575 0.67% $1.36M
ANALOG DEVICES INC 12,507 14,131 1,624 0.64% $1.46M
WALT DISNEY CO/T 31,673 37,789 6,116 0.62% $695.59K
QUALCOMM INC 24,492 28,060 3,568 0.62% -$176.99K
PFIZER INC 122,836 143,942 21,106 0.55% $777.92K
BANK OF AMERICA CORPORATION 60,503 70,986 10,483 0.55% $542.57K
MEDTRONIC PLC 29,042 35,848 6,806 0.53% $1.06M
ORACLE CORP 10,343 21,948 11,605 0.52% $896.03K
UNITEDHEALTH GRP 10,235 12,007 1,772 0.50% -$50.70K
ALTRIA GROUP INC 43,802 52,960 9,158 0.48% $813.43K
INTUIT INC 5,742 6,408 666 0.46% -$635.99K
CORNING INC 27,868 30,324 2,456 0.45% $648.47K
ADOBE INC 9,746 10,639 893 0.45% -$196.77K
CAPITAL ONE FINANCIAL CORP 12,550 14,172 1,622 0.45% $341.80K
CVS HEALTH CORP 34,969 41,112 6,143 0.44% $330.84K
CUMMINS INC 4,941 5,207 266 0.44% $851.34K
US BANCORP DEL 46,566 52,878 6,312 0.43% $793.28K
GENERAL MOTORS CO 34,017 35,204 1,187 0.43% $606.90K
JOHNSON CONTROLS INTERNATIONAL PLC 20,669 24,193 3,524 0.42% $520.93K
FEDEX CORP 7,762 8,919 1,157 0.42% $904.00K
PACCAR INC 17,572 21,879 4,307 0.39% $960.06K
BRISTOL-MYERS SQUIBB CO 43,141 48,259 5,118 0.38% $669.15K
TRUIST FINL CORP 44,199 51,543 7,344 0.38% $677.74K
GENERAL DYNAMICS CORPORATION 6,181 7,448 1,267 0.38% $483.09K
WARNER BROS DISCOVERY INC 86,535 94,903 8,368 0.38% $670.92K
CRH PLC 17,749 21,165 3,416 0.38% $476.90K
MONOLITHIC POWER SYS INC 1,998 2,253 255 0.37% $524.72K
THE CIGNA GROUP 7,430 9,202 1,772 0.37% $706.39K
ELEVANCE HEALTH INC 5,911 7,145 1,234 0.36% $595.34K
KINDER MORGAN INC 68,764 79,812 11,048 0.35% $632.54K
FORD MOTOR CO 155,446 174,506 19,060 0.35% $381.14K
L3HARRIS TECHNOLOGIES INC 5,954 7,030 1,076 0.35% $688.93K
SIMON PROPERTY 10,508 12,593 2,085 0.35% $562.28K
NUCOR CORP 10,671 12,592 1,921 0.32% $636.67K
EXELON CORP 39,932 49,067 9,135 0.32% $355.56K
COMCAST CORP CL A 63,844 73,618 9,774 0.32% $413.04K
COGNIZANT TECH SOLUTIONS CL A 23,057 25,409 2,352 0.30% $404.67K
CONSOLIDATED EDISON INC 15,911 19,508 3,597 0.30% $530.25K
STATE STREET CORP 14,156 15,882 1,726 0.30% $441.04K
UNITED PARCEL SERVICE INC CL B 16,414 19,551 3,137 0.30% $494.07K
EBAY INC 19,141 22,684 3,543 0.30% $512.88K
ARCHER DANIELS MIDLAND CO 24,918 30,259 5,341 0.29% $528.45K
LOWES COS INC 6,562 7,626 1,064 0.29% $473.99K
CITIZENS FINANCIAL GROUP INC 27,937 31,810 3,873 0.29% $582.24K
PRUDENTL FINL 15,678 17,930 2,252 0.29% $361.69K
FIFTH THIRD BANCORP 34,481 38,915 4,434 0.28% $519.21K
M&T BANK CORP 7,669 8,783 1,114 0.28% $535.95K
DELTA AIR LI 25,931 29,222 3,291 0.28% $437.52K
BUNGE GLOBAL SA 14,445 16,824 2,379 0.28% $549.42K
HUNTINGTON INGALLS INDUSTRIES INC 3,774 4,550 776 0.28% $698.02K
NIKE INC CL B 26,736 30,935 4,199 0.28% $185.21K
ENTEGRIS INC 15,643 15,903 260 0.27% $445.24K
ON SEMICONDUCTOR CORP 28,824 31,192 2,368 0.27% $424.58K
ROPER TECHNOLOGIES INC 3,828 5,029 1,201 0.27% $159.05K
EDISON INTL 26,009 29,811 3,802 0.27% $416.25K
ZOOM VIDEO COMMUNICATIONS INC CL A 17,259 20,109 2,850 0.27% $346.54K
JABIL INC 6,849 7,741 892 0.27% $323.21K
DOVER CORP 7,904 9,048 1,144 0.26% $388.82K
VALERO ENERGY CORP 9,085 9,969 884 0.26% $268.22K
UNITED AIRLINES HOLDINGS INC 15,418 17,672 2,254 0.26% $358.29K
MARVELL TECHNOLOGY INC 21,427 22,838 1,411 0.26% -$206.19K
AKAMAI TECHNOLOGIES INC 16,059 18,407 2,348 0.26% $582.21K
LEIDOS HOLDINGS INC 8,101 9,431 1,330 0.26% $232.67K
REGIONS FINANCIAL CORP 54,521 62,273 7,752 0.26% $455.37K
PRINCIPAL FINL GROUP INC 16,379 18,729 2,350 0.26% $397.52K
DELL TECHNOLOGIES INC CL C 13,557 15,480 1,923 0.26% -$424.84K
FLEX LTD 25,451 27,988 2,537 0.26% $173.17K
F5 INC 4,335 6,390 2,055 0.25% $664.18K
WILLIAMS-SONOMA INC 7,256 8,598 1,342 0.25% $349.45K
AVNET INC 21,528 27,978 6,450 0.25% $702.52K
HEWLETT PACKARD ENTERPRISE CO 67,203 81,062 13,859 0.25% $103.36K
SNAP-ON INCORPORATED 3,961 4,761 800 0.25% $413.94K
KEYCORP 71,926 80,970 9,044 0.25% $477.30K
MKS INSTRUMENTS INC 6,457 7,349 892 0.25% $802.09K
EVERGY INC 18,412 22,277 3,865 0.25% $295.09K
HUNTINGTON BANCSHARES INC 84,714 96,397 11,683 0.24% $377.04K
FOX CORP CL A 20,983 23,105 2,122 0.24% $325.03K
SYNCHRONY FINANCIAL 20,318 23,136 2,818 0.24% $169.11K
ARROW ELECTRONICS INC 9,288 12,654 3,366 0.24% $640.45K
CNH INDUSTRIAL NV 91,809 155,807 63,998 0.24% $713.41K
QUEST DIAGNOSTICS INC 7,342 8,885 1,543 0.24% $369.94K
PACKAGING CORP OF AMERICA 6,196 7,443 1,247 0.24% $443.51K
PERMIAN RESOURCES CORP CL A 87,911 102,400 14,489 0.24% $547.55K
DR HORTON INC 9,361 11,090 1,729 0.24% $255.10K
WESCO INTL 5,698 5,703 5 0.24% $171.82K
GARMIN LTD 7,198 8,133 935 0.24% $100.00K
COTERRA ENERGY INC 48,648 56,666 8,018 0.24% $483.80K
OSHKOSH CORP 8,766 11,333 2,567 0.24% $549.15K
VICI PROPERTIES 47,153 57,647 10,494 0.23% $204.61K
UNITED THERAPEUTICS CORP DEL 2,898 3,444 546 0.23% $326.07K
FIRST HORIZON CORP 56,663 66,011 9,348 0.23% $406.29K
KROGER CO 22,845 25,471 2,626 0.23% $147.22K
COMERICA INC 17,735 18,027 292 0.23% $241.73K
TD SYNNEX CORP 8,469 10,038 1,569 0.23% $267.42K
TARGET CORP 12,645 15,024 2,379 0.23% $412.14K
UGI CORP NEW 34,684 39,107 4,423 0.23% $409.10K
ROBERT HALF INTL 15,671 45,245 29,574 0.23% $1.16M
AMDOCS LTD 14,334 19,092 4,758 0.23% $356.62K
EPAM SYSTEMS INC 7,256 7,477 221 0.23% $373.06K
TWILIO INC CLASS A 10,890 12,940 2,050 0.23% $89.91K
PENTAIR PLC 12,408 14,773 2,365 0.23% $237.04K
INVESCO LTD 54,949 56,979 2,030 0.23% $252.67K
SS&C TECHNOLOGIE 15,743 18,823 3,080 0.22% $204.52K
DARDEN RESTAURANTS INC 6,366 7,732 1,366 0.22% $394.54K
FORTUNE BRANDS INNOVATIONS INC 11,516 28,454 16,938 0.22% $954.35K
RELIANCE STEEL and ALUMINUM CO 4,089 4,633 544 0.22% $371.72K
CROWN HOLDINGS INC 12,511 14,563 2,052 0.22% $308.64K
GLOBAL PAYMENTS INC 10,654 21,211 10,557 0.22% $693.22K
RALPH LAUREN CORP 4,072 4,285 213 0.22% $212.71K
PULTEGROUP INC 10,157 12,071 1,914 0.22% $292.44K
CIRRUS LOGIC INC 10,148 11,575 1,427 0.22% $162.55K
OMEGA HEALTHCARE INVESTORS INC 28,952 34,377 5,425 0.22% $291.61K
FORTINET INC 16,344 18,553 2,209 0.22% $95.00K
POPULAR INC 9,686 11,282 1,596 0.22% $426.79K
ALLY FINANCIAL INC 30,559 35,580 5,021 0.22% $313.44K
MDU RESOURCES GROUP INC 61,352 72,882 11,530 0.22% $318.08K
TENET HEALTHCARE CORP 6,576 7,888 1,312 0.22% $135.16K
PINNACLE WEST CAPITAL CORP 13,064 15,874 2,810 0.21% $328.75K
JANUS HENDERSON GROUP PLC 26,406 30,734 4,328 0.21% $328.98K
SMITH (AO) CORP 9,358 20,024 10,666 0.21% $854.03K
SERVICE CORP INTERNATIONAL INC 14,818 18,283 3,465 0.21% $233.05K
EXPEDIA INC 4,840 5,525 685 0.21% $398.44K
VIATRIS INC 95,542 111,312 15,770 0.21% $467.26K
APA CORP 53,161 55,138 1,977 0.21% $252.10K
FNB CORP PA 71,195 82,937 11,742 0.21% $336.36K
KRAFT HEINZ CO/T 49,521 61,212 11,691 0.21% $228.52K
PARSONS CORP 15,163 20,711 5,548 0.21% $190.36K
CDW CORPORATION 8,495 11,476 2,981 0.21% $96.60K
ONEMAIN HOLDINGS INC 19,467 22,028 2,561 0.21% $291.46K
NETAPP INC 12,332 14,982 2,650 0.21% -$8.95K
RTX CORP 5,915 7,146 1,231 0.21% $380.02K
NEXSTAR MEDIA GROUP INC 5,637 6,751 1,114 0.21% $330.45K
WESTERN UNION CO 118,576 151,419 32,843 0.21% $312.48K
SCIENCE APPLICATIONS INTERNATIONAL CORP 11,039 13,933 2,894 0.21% $383.36K
OGE ENERGY CORP 26,049 32,428 6,379 0.21% $266.65K
TRAVEL+LEISURE CO 18,196 20,345 2,149 0.20% $272.45K
GENUINE PARTS CO 8,543 10,176 1,633 0.20% $326.75K
GEN DIGITAL INC 45,493 58,898 13,405 0.20% $213.77K
GENERAL MILLS INC 25,264 30,524 5,260 0.20% $234.49K
GARTNER INC 5,606 6,697 1,091 0.20% $11.56K
OLD REPUBLIC INTL CORP 30,388 35,434 5,046 0.20% $188.84K
GENPACT LTD 16,304 31,384 15,080 0.20% $762.04K
CARNIVAL CORP 38,777 46,083 7,306 0.20% $265.47K
TOLL BROTHERS INC 8,006 9,548 1,542 0.20% $299.18K
BOYD GAMING CORP 13,388 16,275 2,887 0.20% $333.36K
THOR INDUSTRIES INC 10,005 12,288 2,283 0.20% $330.64K
KBR INC 23,801 32,061 8,260 0.20% $352.90K
HF SINCLAIR CORP 21,345 26,376 5,031 0.20% $269.89K
WESTERN ALLIANCE BANCORP 13,651 15,367 1,716 0.20% $314.06K
ADT INC 129,070 170,359 41,289 0.20% $221.89K
ESTEE LAUDER COS INC CL A 11,202 11,822 620 0.20% $279.72K
ALLISON TRANSMISSION HLDGS INC 11,191 12,507 1,316 0.20% $435.69K
UNUM GROUP 14,737 17,767 3,030 0.20% $267.77K
OKTA INC CL A 14,468 15,976 1,508 0.20% $25.40K
NEWS CORP NEW CL A 42,837 49,905 7,068 0.20% $213.75K
UNIVERSAL HLTH-B 5,918 6,700 782 0.20% $64.18K
RYDER SYSTEM INC 6,404 7,015 611 0.19% $258.08K
UNIVERSAL DISPLAY CORP 8,131 11,650 3,519 0.19% $140.12K
GAP INC/THE 39,738 47,770 8,032 0.19% $428.59K
PINTEREST INC CL A 37,871 60,288 22,417 0.19% $80.64K
HP INC 52,110 68,536 16,426 0.19% -$109.54K
DOLBY LABORATORIES INC CL A 14,492 20,748 6,256 0.19% $370.70K
AXIS CAPITAL HOLDINGS LTD 10,477 12,905 2,428 0.19% $350.26K
MATCH GROUP INC 32,224 42,608 10,384 0.19% $285.12K
SONOCO PRODUCTS CO 13,339 27,277 13,938 0.19% $768.13K
CLEARWAY ENERGY INC CL C 28,430 36,122 7,692 0.19% $398.04K
VERIZON COMMUNICATIONS INC 25,171 29,313 4,142 0.19% $304.72K
KIMCO REALTY CORPORATION 51,546 61,458 9,912 0.19% $230.59K
GLOBANT SA 17,782 19,279 1,497 0.19% $194.36K
BORGWARNER INC 23,356 27,194 3,838 0.19% $285.89K
MGIC INVT CORP 40,148 47,890 7,742 0.19% $188.34K
OVINTIV INC 25,430 29,589 4,159 0.19% $332.35K
LITHIA MOTORS INC CL A 3,428 3,956 528 0.19% $202.86K
CONCENTRIX CORP 20,758 34,198 13,440 0.18% $440.54K
ZIONS BANCORP NA 18,689 21,164 2,475 0.18% $294.05K
QORVO INC 12,988 16,183 3,195 0.18% $31.23K
DOLLAR GENERAL CORP 7,924 8,772 848 0.18% $476.39K
JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD 212,057 1,253,300 1,041,243 0.18% $1.04M
NVENT ELECTRIC PLC 9,566 11,162 1,596 0.18% $159.17K
STRATEGY INC CL A 5,550 8,303 2,753 0.18% -$252.74K
AGCO CORP 9,395 10,953 1,558 0.18% $272.99K
EPR PROPERTIES 19,177 22,895 3,718 0.18% $301.77K
COLUMBIA BANKING SYSTEMS INC 36,024 41,971 5,947 0.18% $270.18K
DOUBLEVERIFY HOLDINGS INC 74,067 114,131 40,064 0.18% $392.01K
WEBSTER FINL 16,565 18,720 2,155 0.18% $286.35K
MAPLEBEAR INC 26,607 33,002 6,395 0.18% $245.62K
MSC INDUSTRIAL DIRECT CO CL A 11,473 14,462 2,989 0.18% $245.55K
LENNAR CORP CL A 8,889 11,099 2,210 0.18% $113.48K
SKYWORKS SOLUTIONS INC 16,776 21,753 4,977 0.18% -$90.88K
ASSURED GUARANTY LTD 11,979 14,259 2,280 0.18% $244.61K
DXC TECHNOLOGY CO 58,983 83,637 24,654 0.17% $369.32K
MOLSON COORS BEVERAGE CO B 20,760 25,109 4,349 0.17% $298.61K
AUTONATION INC 5,034 5,870 836 0.17% $197.09K
PAYCOM SOFTWARE INC 5,646 8,894 3,248 0.17% $142.16K
MACYS INC 51,333 59,807 8,474 0.17% $196.86K
RITHM CAPITAL CORP 90,983 108,577 17,594 0.17% $189.75K
SUPER MICRO COMPUTER INC 35,045 40,776 5,731 0.17% -$633.95K
BEST BUY CO INC 14,560 18,140 3,580 0.17% -$15.04K
ANNALY CAPITAL MGMT INC REIT 43,004 51,302 8,298 0.17% $270.06K
WORKDAY INC CL A 5,548 6,707 1,159 0.17% -$153.13K
MGM RESORTS INTERNATIONAL 30,057 35,035 4,978 0.17% $212.35K
OMNICOM GROUP INC 13,148 15,201 2,053 0.17% $184.72K
TERADATA CORP 36,732 40,987 4,255 0.17% $403.09K
DROPBOX INC CL A 37,518 45,728 8,210 0.17% $77.13K
DICKS SPORTING GOODS INC 5,472 5,729 257 0.17% -$54.52K
MOSAIC CO/THE 33,959 41,554 7,595 0.17% $210.56K
APTIV PLC 12,568 15,008 2,440 0.16% $117.59K
TEXTRON INC 10,770 12,869 2,099 0.16% $262.92K
SENSATA TECHNOLOGIES HOLDING PLC 28,999 32,700 3,701 0.16% $208.05K
FIRST AMERICAN FINANCIAL CORP 14,802 17,810 3,008 0.16% $199.96K
ROYALTY PHARMA PLC 23,045 26,845 3,800 0.16% $253.79K
LABCORP HOLDINGS INC 3,388 4,103 715 0.16% $253.63K
LYONDELLBASELL INDS CLASS A 17,002 22,680 5,678 0.16% $322.09K
ACUITY INC 3,156 3,587 431 0.16% -$42.85K
ALCOA CORP 15,536 19,494 3,958 0.16% $535.88K
HASBRO INC 10,349 12,395 2,046 0.16% $317.27K
ZOOMINFO TECHNOLOGIES INC 110,184 137,260 27,076 0.16% -$131.32K
FRANKLIN RESOURCES INC 35,614 41,445 5,831 0.16% $298.03K
CONAGRA BRANDS INC 49,080 59,462 10,382 0.16% $256.96K
BRUNSWICK CORP 12,274 13,707 1,433 0.16% $288.14K
DOCUSIGN INC 16,771 20,894 4,123 0.16% -$128.86K
GLOBALFOUNDRIES INC 24,240 25,970 1,730 0.16% $232.99K
SILGAN HOLDINGS INC 20,596 24,899 4,303 0.16% $278.97K
WYNN RESORTS LTD 8,173 9,886 1,713 0.15% $89.75K
TYSON FOODS INC CL A 13,484 16,186 2,702 0.15% $364.22K
ALBERTSONS COS INC CL A 50,291 63,164 12,873 0.15% $162.03K
PENSKE AUTOMOTIVE GROUP INC 5,889 6,695 806 0.15% $107.06K
CF INDUSTRIES HOLDINGS INC 8,789 11,230 2,441 0.15% $314.94K
INGREDION INC 7,590 8,844 1,254 0.15% $168.51K
DUPONT DE NEMOURS INC 20,277 23,611 3,334 0.15% -$618.62K
VF CORP 49,014 52,708 3,694 0.15% $344.39K
PNC FINANCIAL SERVICES GRP INC 3,473 4,609 1,136 0.15% $395.19K
IAC INC 24,567 27,714 3,147 0.15% $232.48K
CENTENE CORP 19,277 23,162 3,885 0.15% $321.55K
HIGHWOODS PROPERTIES INC 31,193 38,517 7,324 0.14% $102.61K
VERISIGN INC 3,183 4,067 884 0.14% $230.00K
OWENS CORNING INC 6,861 8,246 1,385 0.14% $114.73K
NEW YORK TIMES CO CL A 11,569 13,469 1,900 0.14% $328.10K
BUILDERS FIRSTSOURCE 7,151 8,603 1,452 0.14% $153.45K
PEGASYSTEMS INC 20,765 22,409 1,644 0.14% -$342.64K
GODADDY INC CL A 8,077 9,643 1,566 0.14% -$105.98K
RESTAURANT BRANDS INTERNATIONAL INC 12,408 14,460 2,052 0.14% $153.59K
DEVON ENERGY CORP 20,658 24,078 3,420 0.14% $297.00K
STARWOOD PROPERTY TRUST INC 44,464 53,452 8,988 0.14% $150.04K
SEALED AIR CORP 18,387 22,797 4,410 0.14% $338.59K
AMERICAN INTERNATIONAL GROUP 10,909 12,695 1,786 0.14% $89.23K
HOST HOTELS & RE 42,293 51,242 8,949 0.14% $271.98K
GATES INDUSTRIAL CORP PLC 33,677 41,227 7,550 0.14% $205.46K
JM SMUCKER CO/THE 7,310 8,963 1,653 0.14% $182.91K
IPG PHOTONICS CORP 9,048 10,161 1,113 0.14% $168.81K
DILLARDS INC CL A 1,349 1,537 188 0.14% $124.31K
PTC INC 4,964 5,942 978 0.13% -$57.83K
JAZZ PHARMA PLC 4,953 5,594 641 0.13% $238.43K
LKQ CORP 23,257 27,970 4,713 0.13% $175.52K
AGNC INVESTMENT CORP 56,900 80,409 23,509 0.13% $347.66K
NVR INC 110 118 8 0.13% $107.83K
LEAR CORP NEW 6,563 7,627 1,064 0.13% $206.23K
YETI HOLDINGS INC 17,506 19,493 1,987 0.13% $296.00K
ENCOMPASS HEALTH CORP 7,658 9,337 1,679 0.13% $10.76K
ZIMMER BIOMET HO 8,374 10,117 1,743 0.13% $38.80K
MURPHY USA INC 1,784 2,082 298 0.13% $240.64K
DOW INC 26,315 31,870 5,555 0.13% $250.41K
EASTMAN CHEMICAL CO 9,520 12,659 3,139 0.13% $310.89K
BANK OZK 15,821 18,443 2,622 0.13% $165.36K
PVH CORP 10,977 14,028 3,051 0.13% $14.96K
STANLEY BLACK and DECKER INC 9,418 10,976 1,558 0.12% $225.59K
PROSPERITY BNCSH 10,717 12,503 1,786 0.12% $157.44K
FIRST HAWAIIAN INC 27,797 32,362 4,565 0.12% $177.35K
H&R BLOCK INC 17,990 21,616 3,626 0.12% -$42.07K
ARAMARK 18,350 22,140 3,790 0.12% $157.07K
CHORD ENERGY CORP 7,231 8,403 1,172 0.12% $186.32K
POOL CORP 1,815 3,303 1,488 0.12% $354.55K
Bath & Body Works Inc 24,552 38,486 13,934 0.12% $237.96K
LINCOLN NATL CRP 17,718 20,040 2,322 0.12% $89.71K
HUMANA INC 3,776 4,271 495 0.12% -$216.75K
MANPOWERGROUP INC 18,255 22,211 3,956 0.12% $247.23K
KILROY REALTY CORP 18,868 23,234 4,366 0.12% $3.94K
TYLER TECHNOLOGIES INC 1,605 2,145 540 0.11% $27.97K

Top 300 of 357, by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ALPHABET INC CL A 46,059 41,119 -4,940 2.01% $946.89K
INTEL CORP 115,852 115,667 -185 0.78% $742.12K
WESTERN DIGITAL CORP 17,355 14,321 -3,034 0.52% $976.65K
VERTIV HOLDINGS CO 15,019 14,138 -881 0.38% -$264.35K
TERADYNE INC 11,590 9,487 -2,103 0.33% $180.24K
ADV MICRO DEVICE 27,724 9,423 -18,301 0.32% -$4.87M
ONTO INNOVATION INC 11,287 9,282 -2,005 0.27% $352.13K
MICROCHIP TECHNOLOGY 23,172 21,977 -1,195 0.24% $222.10K
CACI INTL-A 2,627 2,624 -3 0.24% $151.37K
AMKOR TECHNOLOGY INC 45,609 32,550 -13,059 0.23% $100.88K
UIPATH INC -CL A 52,917 46,344 -6,573 0.08% -$255.79K
SCHNEIDER NATL-B 19,168 19,037 -131 0.07% $101.33K
WP CAREY INC 6,335 5,644 -691 0.06% -$24.44K
DOMINION ENERGY INC 9,530 6,120 -3,410 0.05% -$191.08K

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