RECS
Columbia Research Enhanced Core ETF
Columbia ETF Trust I
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
MICROSOFT CORP 0 794,787 794,787 6.75% $341.99M
PROCTER & GAMBLE 0 777,891 777,891 2.33% $118.06M
WELLS FARGO & CO 0 1,052,908 1,052,908 1.88% $95.28M
SCHWAB CHARLES CORP 0 561,185 561,185 1.15% $58.32M
S&P GLOBAL INC 0 101,167 101,167 1.05% $53.39M
HILTON WORLDWIDE HOLDINGS INC 0 138,199 138,199 0.81% $41.25M
ROSS STORES INC 0 187,557 187,557 0.70% $35.38M
HCA HEALTHCARE INC 0 69,098 69,098 0.67% $33.74M
LAM RESEARCH CORP 0 139,385 139,385 0.64% $32.54M
US BANCORP DEL 0 509,466 509,466 0.56% $28.59M
GENERAL DYNAMICS CORPORATION 0 79,447 79,447 0.55% $27.89M
MOODYS CORP 0 50,488 50,488 0.51% $26.03M
TRUIST FINL CORP 0 422,489 422,489 0.43% $21.72M
KLA CORP 0 14,409 14,409 0.41% $20.58M
PACCAR INC 0 159,029 159,029 0.39% $19.55M
GOLDMAN FINANCIAL SQ PRIME OBLIG 0 18,729,628 18,729,628 0.37% $18.73M
CRH PLC 0 151,607 151,607 0.37% $18.56M
VANGUARD FIN ETF 0 123,802 123,802 0.32% $16.20M
COUPANG INC A 0 707,798 707,798 0.28% $14.27M
PRUDENTL FINL 0 114,147 114,147 0.25% $12.68M
RESTAURANT BRANDS INTERNATIONAL INC 0 184,066 184,066 0.24% $12.33M
M&T BANK CORP 0 51,396 51,396 0.22% $11.39M
CONSOLIDATED EDISON INC 0 103,611 103,611 0.22% $11.05M
CORTEVA INC 0 148,848 148,848 0.21% $10.84M
ARCHER DANIELS MIDLAND CO 0 156,888 156,888 0.21% $10.56M
ANGLOGOLD ASHANTI PLC 0 112,345 112,345 0.21% $10.43M
STERIS PLC 0 39,132 39,132 0.20% $10.28M
APTIV PLC 0 129,157 129,157 0.19% $9.78M
LAS VEGAS SANDS CORP 0 182,725 182,725 0.19% $9.64M
ILLUMINA INC 0 63,497 63,497 0.18% $9.20M
CADENCE DESIGN SYSTEMS INC 0 29,447 29,447 0.17% $8.73M
CENTENE CORP 0 200,676 200,676 0.17% $8.69M
NRG ENERGY INC 0 55,940 55,940 0.17% $8.54M
DOLLAR GENERAL CORP 0 59,050 59,050 0.17% $8.47M
PHILLIPS 66 0 57,497 57,497 0.16% $8.25M
DTE ENERGY CO 0 60,465 60,465 0.16% $8.13M
SPOTIFY TECHNOLOGY SA 0 14,880 14,880 0.15% $7.45M
VERALTO CORP 0 74,780 74,780 0.15% $7.40M
BEST BUY CO INC 0 112,801 112,801 0.14% $7.34M
EVERSOURCE ENERGY 0 104,500 104,500 0.14% $7.22M
PRINCIPAL FINL GROUP INC 0 71,698 71,698 0.13% $6.79M
EXPEDITORS INTL OF WASH INC 0 42,184 42,184 0.13% $6.77M
HOLOGIC INC 0 90,160 90,160 0.13% $6.76M
ROYALTY PHARMA PLC 0 152,804 152,804 0.13% $6.37M
PENTAIR PLC 0 52,521 52,521 0.11% $5.53M
REVVITY INC 0 48,851 48,851 0.10% $5.31M
ATI INC 0 43,071 43,071 0.10% $5.18M
HUNT J B TRANSPORT SERVICES IN 0 24,390 24,390 0.10% $4.94M
ALLEGION PLC 0 27,939 27,939 0.09% $4.62M
CARLISLE COS INC 0 13,430 13,430 0.09% $4.58M
ITT INC 0 24,331 24,331 0.09% $4.44M
PINNACLE FINANCIAL PARTNERS INC 0 45,581 45,581 0.09% $4.33M
REINSURANCE GROUP OF AMERICA 0 21,175 21,175 0.08% $4.29M
RENAISSANCERE HLDGS LTD 0 15,234 15,234 0.08% $4.29M
SUN COMMUNITIES INC - REIT 0 32,970 32,970 0.08% $4.20M
DUPONT DE NEMOURS INC 0 90,073 90,073 0.08% $3.96M
MGM RESORTS INTERNATIONAL 0 117,490 117,490 0.08% $3.94M
STIFEL FINANCIAL CORP 0 31,793 31,793 0.08% $3.92M
JAZZ PHARMA PLC 0 23,267 23,267 0.08% $3.83M
CIENA CORP 0 14,657 14,657 0.07% $3.69M
DEVON ENERGY CORP 0 87,816 87,816 0.07% $3.53M
ADVANCED DRAINAGE SYSTEMS INC 0 22,728 22,728 0.07% $3.46M
TECHNIPFMC PLC 0 58,009 58,009 0.06% $3.23M
REGAL REXNORD CORP 0 19,639 19,639 0.06% $3.17M
CORE & MAIN IN-A 0 59,286 59,286 0.06% $3.16M
TETRA TECH INC 0 83,823 83,823 0.06% $3.16M
FLOWSERVE CORP 0 40,187 40,187 0.06% $3.14M
MACYS INC 0 154,358 154,358 0.06% $3.09M
AVERY DENNISON CORP 0 16,648 16,648 0.06% $3.09M
ETSY INC 0 57,762 57,762 0.06% $3.06M
INVESCO LTD 0 111,145 111,145 0.06% $3.03M
AVANTOR INC 0 275,933 275,933 0.06% $3.01M
CNH INDUSTRIAL NV 0 277,124 277,124 0.06% $2.98M
AMERICAN HOMES-A 0 91,735 91,735 0.06% $2.87M
OSHKOSH CORP 0 19,860 19,860 0.06% $2.86M
PRIMERICA INC 0 10,851 10,851 0.06% $2.85M
XP, Inc., Class A 0 143,038 143,038 0.06% $2.79M
CRANE CO 0 15,109 15,109 0.05% $2.76M
COREBRIDGE FINANCIAL INC 0 86,446 86,446 0.05% $2.67M
ONEMAIN HOLDINGS INC 0 39,186 39,186 0.05% $2.57M
CAESARS ENTERTAINMENT INC 0 121,609 121,609 0.05% $2.52M
FLEX LTD 0 38,173 38,173 0.05% $2.41M
SPROUTS FMRS MKT INC 0 31,423 31,423 0.04% $2.23M
AGCO CORP 0 19,457 19,457 0.04% $2.21M
SOLSTICE ADV MAT 0 35,259 35,259 0.04% $2.18M
GENPACT LTD 0 49,227 49,227 0.04% $2.17M
ZSCALER INC 0 10,578 10,578 0.04% $2.12M
FORTUNE BRANDS INNOVATIONS INC 0 38,927 38,927 0.04% $2.11M
FNB CORP PA 0 116,665 116,665 0.04% $2.05M
FIRST AMERICAN FINANCIAL CORP 0 32,146 32,146 0.04% $2.03M
MOSAIC CO/THE 0 71,056 71,056 0.04% $1.95M
HP INC 0 99,314 99,314 0.04% $1.93M
JANUS HENDERSON GROUP PLC 0 40,108 40,108 0.04% $1.93M
TIMKEN CO 0 19,478 19,478 0.04% $1.82M
RAYONIER INC REIT 0 78,162 78,162 0.04% $1.78M
WEX INC 0 10,764 10,764 0.03% $1.66M
SENSATA TECHNOLOGIES HOLDING PLC 0 44,607 44,607 0.03% $1.54M
VORNADO RLTY TST 0 47,829 47,829 0.03% $1.52M
CORCEPT THERAPEUTICS INC 0 37,043 37,043 0.03% $1.48M
PINTEREST INC CL A 0 59,361 59,361 0.03% $1.31M
APA CORP 0 49,475 49,475 0.03% $1.31M
PENN ENTERTAINMENT INC 0 91,594 91,594 0.02% $1.18M
WILLSCOT MOBILE MINI HOLDINGS CORP 0 57,061 57,061 0.02% $1.14M
CELANESE CORP 0 25,243 25,243 0.02% $1.12M
ROKU INC CLASS A 0 11,641 11,641 0.02% $1.11M
FIRST HAWAIIAN INC 0 41,077 41,077 0.02% $1.09M
EURONET WORLDWIDE INC 0 13,971 13,971 0.02% $1.01M
BELLRING BRANDS INC 0 40,179 40,179 0.02% $999.25K
WESTERN UNION CO 0 106,092 106,092 0.02% $994.08K
WEATHERFORD INTERNATIONAL PLC 0 10,045 10,045 0.02% $945.03K
ORGANON & CO 0 106,995 106,995 0.02% $913.74K
LITTELFUSE INC 0 2,775 2,775 0.02% $898.43K
PERRIGO CO PLC 0 57,310 57,310 0.02% $814.38K
James Hardie Industries Public Limited Company 0 31,606 31,606 0.01% $726.62K
QORVO INC 0 9,167 9,167 0.01% $716.03K
FLOWERS FOODS INC 0 62,190 62,190 0.01% $710.83K
ROIVANT SCIENCES LTD 0 30,450 30,450 0.01% $658.33K
ELASTIC NV 0 9,863 9,863 0.01% $650.27K
ALLEGRO MICROSYSTEMS INC 0 13,271 13,271 0.01% $489.83K
VERSANT MEDIA GROUP INC - A 0 13,757 13,757 0.01% $448.20K
DOLBY LABORATORIES INC CL A 0 6,391 6,391 0.01% $410.24K
SM ENERGY CO 0 18,894 18,894 0.01% $367.86K
ZOOMINFO TECHNOLOGIES INC 0 29,352 29,352 0.00% $236.28K
RINGCENTRAL INC CL A 0 8,604 8,604 0.00% $222.67K
IRIDIUM COMMUNICATIONS INC 0 8,872 8,872 0.00% $176.73K
GCI LIBERTY INC. - CL C 0 3,249 3,249 0.00% $120.18K
CARIS LIFE SCIENCES INC 0 1,582 1,582 0.00% $36.64K
GCI LIBERTY INC. A 0 301 301 0.00% $11.28K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
JPMORGAN CHASE and CO 501,418 0 -501,418 0.00% -$156.00M
VISA INC-CLASS A 328,171 0 -328,171 0.00% -$111.82M
TJX COS INC 381,330 0 -381,330 0.00% -$53.44M
CATERPILLAR INC 86,900 0 -86,900 0.00% -$50.16M
LOWES COS INC 192,853 0 -192,853 0.00% -$45.92M
BLACKROCK INC 28,334 0 -28,334 0.00% -$30.68M
COLGATE-PALMOLIVE CO 355,513 0 -355,513 0.00% -$27.39M
O'REILLY AUTOMOTIVE INC 283,808 0 -283,808 0.00% -$26.80M
NIKE INC CL B 405,902 0 -405,902 0.00% -$26.22M
ROYAL CARIBBEAN 83,457 0 -83,457 0.00% -$23.94M
CRH PLC 168,509 0 -168,509 0.00% -$20.07M
TRANE TECHNOLOGI 42,213 0 -42,213 0.00% -$18.94M
PARKER HANNIFIN CORP 24,408 0 -24,408 0.00% -$18.86M
PALO ALTO NETWORKS INC 81,352 0 -81,352 0.00% -$17.92M
KIMBERLY CLARK CORP 145,858 0 -145,858 0.00% -$17.46M
CME GROUP INC CL A 64,308 0 -64,308 0.00% -$17.07M
MARSH & MCLENNAN 90,917 0 -90,917 0.00% -$16.20M
VEEVA SYSTEMS-A 52,960 0 -52,960 0.00% -$15.42M
EMERSON ELECTRIC CO 105,305 0 -105,305 0.00% -$14.70M
AT&T INC 586,414 0 -586,414 0.00% -$14.51M
JOHNSON CONTROLS 125,769 0 -125,769 0.00% -$14.39M
VERIZON COMMUNICATIONS INC 357,153 0 -357,153 0.00% -$14.19M
GARMIN LTD 56,123 0 -56,123 0.00% -$12.01M
CINTAS CORP 65,391 0 -65,391 0.00% -$11.98M
CONOCOPHILLIPS 128,070 0 -128,070 0.00% -$11.38M
GOLDMAN FINL SQ TRSRY INST 506 11,078,911 0 -11,078,911 0.00% -$11.08M
MARVELL TECHNOLOGY INC 103,507 0 -103,507 0.00% -$9.70M
SIMON PROPERTY 53,368 0 -53,368 0.00% -$9.38M
AMETEK INC NEW 43,276 0 -43,276 0.00% -$8.75M
Anglogold Ashanti Plc 126,217 0 -126,217 0.00% -$8.58M
STERIS PLC 35,193 0 -35,193 0.00% -$8.29M
ULTA BEAUTY INC 15,381 0 -15,381 0.00% -$8.00M
PUBLIC STORAGE 26,154 0 -26,154 0.00% -$7.29M
PAYCHEX INC 62,079 0 -62,079 0.00% -$7.27M
WILLIAMS COS INC 120,080 0 -120,080 0.00% -$6.95M
FISERV INC 100,259 0 -100,259 0.00% -$6.69M
WESTINGHOUSE AIR BRAKE TECH CORP 32,297 0 -32,297 0.00% -$6.60M
COMFORT SYSTEMS USA INC 6,677 0 -6,677 0.00% -$6.45M
HARTFORD INSURANCE GROUP INC/THE 51,350 0 -51,350 0.00% -$6.38M
NISOURCE INC 149,572 0 -149,572 0.00% -$6.30M
APTIV PLC 75,897 0 -75,897 0.00% -$6.16M
DATADOG INC CL A 36,912 0 -36,912 0.00% -$6.01M
EOG RESOURCES INC 54,130 0 -54,130 0.00% -$5.73M
FAIR ISAAC CORP 3,060 0 -3,060 0.00% -$5.08M
KINDER MORGAN INC 193,321 0 -193,321 0.00% -$5.06M
CBOE GLOBAL MARKETS INC 19,292 0 -19,292 0.00% -$4.74M
PACKAGING CORP OF AMERICA 21,610 0 -21,610 0.00% -$4.23M
UNIVERSAL HLTH-B 19,167 0 -19,167 0.00% -$4.16M
BROOKFIELD ASSET MANAGEMENT LTD A 70,857 0 -70,857 0.00% -$3.83M
TERADYNE INC 20,451 0 -20,451 0.00% -$3.72M
SOLVENTUM CORP 52,775 0 -52,775 0.00% -$3.64M
QIAGEN N.V. /EUR/ 0.00000000 76,066 0 -76,066 0.00% -$3.56M
NVENT ELECTRIC 30,321 0 -30,321 0.00% -$3.47M
BAXTER INTL INC 185,234 0 -185,234 0.00% -$3.42M
AECOM 25,427 0 -25,427 0.00% -$3.42M
CORPAY INC 13,059 0 -13,059 0.00% -$3.40M
ARAMARK 88,833 0 -88,833 0.00% -$3.36M
PENTAIR PLC 30,522 0 -30,522 0.00% -$3.25M
INGREDION INC 27,740 0 -27,740 0.00% -$3.20M
GAMESTOP CORP CL A 138,023 0 -138,023 0.00% -$3.08M
LYONDELLBASELL-A 65,268 0 -65,268 0.00% -$3.03M
COCA COLA CONSOLIDATED INC 22,171 0 -22,171 0.00% -$2.89M
JAZZ PHARMACEUTI 20,912 0 -20,912 0.00% -$2.88M
On Holding AG 75,141 0 -75,141 0.00% -$2.79M
FLEX LTD 44,623 0 -44,623 0.00% -$2.79M
EQUITABLE HOLDINGS INC 54,839 0 -54,839 0.00% -$2.71M
ON SEMICONDUCTOR CORP 53,757 0 -53,757 0.00% -$2.69M
ALLEGION PLC 15,949 0 -15,949 0.00% -$2.64M
MASTEC INC 11,680 0 -11,680 0.00% -$2.38M
BUILDERS FIRSTSOURCE 19,800 0 -19,800 0.00% -$2.30M
UGI CORP NEW 67,704 0 -67,704 0.00% -$2.26M
UNUM GROUP 30,738 0 -30,738 0.00% -$2.26M
H&R BLOCK INC 45,013 0 -45,013 0.00% -$2.24M
RENAISSANCERE 8,570 0 -8,570 0.00% -$2.18M
ZILLOW GROUP INC CL C 27,837 0 -27,837 0.00% -$2.09M
HEALTHPEAK PROPERTIES INC 113,705 0 -113,705 0.00% -$2.04M
BOOZ ALLEN HAMILTON HLDG CL A 23,348 0 -23,348 0.00% -$2.04M
MATTEL INC 110,192 0 -110,192 0.00% -$2.03M
GLOBE LIFE INC 15,372 0 -15,372 0.00% -$2.02M
TELEFLEX INC 15,995 0 -15,995 0.00% -$1.99M
STANLEY BLACK and DECKER INC 29,348 0 -29,348 0.00% -$1.99M
TRADE DESK INC-A 38,092 0 -38,092 0.00% -$1.92M
GENERAC HOLDINGS INC 10,967 0 -10,967 0.00% -$1.84M
REDDIT INC-A 8,737 0 -8,737 0.00% -$1.83M
GAP INC/THE 77,102 0 -77,102 0.00% -$1.76M
ZEBRA TECHNOLOGIES CORP CL A 6,520 0 -6,520 0.00% -$1.76M
CNH INDUSTRIAL N 166,207 0 -166,207 0.00% -$1.74M
ALEXANDRIA REAL ES EQ INC REIT 28,656 0 -28,656 0.00% -$1.67M
EAGLE MATERIALS INC 7,856 0 -7,856 0.00% -$1.67M
OLD REPUBLIC INTL CORP 41,917 0 -41,917 0.00% -$1.65M
AMERICAN AIRLINES GROUP INC 124,867 0 -124,867 0.00% -$1.64M
INVESCO LTD 66,913 0 -66,913 0.00% -$1.59M
DAVITA INC 13,240 0 -13,240 0.00% -$1.58M
WINTRUST FINL 11,964 0 -11,964 0.00% -$1.56M
AXALTA COATING S 53,774 0 -53,774 0.00% -$1.53M
WESTERN ALLIANCE BANCORP 19,629 0 -19,629 0.00% -$1.52M
COLUMBIA BANKING SYSTEMS INC 54,646 0 -54,646 0.00% -$1.46M
LOUISIANA PACIFIC CORP 15,705 0 -15,705 0.00% -$1.37M
AXIS CAPITAL 13,898 0 -13,898 0.00% -$1.30M
BRIXMOR PROPERTY 49,075 0 -49,075 0.00% -$1.28M
MDU RESOURCES GROUP INC 65,619 0 -65,619 0.00% -$1.26M
GENPACT LTD 32,603 0 -32,603 0.00% -$1.24M
MKS INSTRUMENTS INC 8,627 0 -8,627 0.00% -$1.24M
SEALED AIR CORP 36,673 0 -36,673 0.00% -$1.23M
AFFIL MANAGERS 4,981 0 -4,981 0.00% -$1.19M
RUBRIK INC-A 15,708 0 -15,708 0.00% -$1.18M
SYNOVUS FINL 24,991 0 -24,991 0.00% -$1.12M
GATES INDUSTRIAL 47,371 0 -47,371 0.00% -$1.05M
SLM CORP 38,598 0 -38,598 0.00% -$1.04M
PERRIGO CO PLC 48,486 0 -48,486 0.00% -$1.01M
JANUS HENDERSON 22,779 0 -22,779 0.00% -$992.25K
ALASKA AIR GROUP INC 22,132 0 -22,132 0.00% -$923.57K
DENTSPLY SIRONA INC 72,559 0 -72,559 0.00% -$914.97K
BANK OZK 19,546 0 -19,546 0.00% -$879.37K
SENSATA TECHNOLO 27,501 0 -27,501 0.00% -$875.36K
PERMIAN RESOURCES CORP CL A 67,586 0 -67,586 0.00% -$848.88K
SILGAN HOLDINGS INC 21,574 0 -21,574 0.00% -$833.19K
ARROW ELECTRONICS INC 6,682 0 -6,682 0.00% -$745.38K
Birkenstock Holding Plc 18,502 0 -18,502 0.00% -$738.41K
HAYWARD HOLDINGS INC 38,011 0 -38,011 0.00% -$645.05K
ENPHASE ENERGY INC 20,412 0 -20,412 0.00% -$622.77K
ZILLOW GROUP INC CL A 8,530 0 -8,530 0.00% -$610.15K
BRIGHTHOUSE FINANCIAL INC 10,228 0 -10,228 0.00% -$583.71K
REYNOLDS CONSUMER PRODUCTS INC 23,616 0 -23,616 0.00% -$577.18K
ANTERO MIDSTREAM CORP 33,314 0 -33,314 0.00% -$574.67K
BILL HOLDINGS INC 11,306 0 -11,306 0.00% -$561.46K
AVNET INC 10,691 0 -10,691 0.00% -$517.98K
ROIVANT SCIENCES 25,022 0 -25,022 0.00% -$500.19K
NEXSTAR MEDIA GROUP INC 2,483 0 -2,483 0.00% -$486.00K
Globalfoundries Inc ORDINARY SHARES 12,840 0 -12,840 0.00% -$457.10K
MILLICOM INTL CELLULAR S.A. COMMON STOCK USD1.5 9,016 0 -9,016 0.00% -$424.74K
UBIQUITI INC 487 0 -487 0.00% -$383.36K
CIVITAS RESOURCES INC 9,344 0 -9,344 0.00% -$269.39K
LIBERTY GLOBAL LTD COMMON STOCK USD.01 13,980 0 -13,980 0.00% -$153.78K
Liberty Global Ltd - C Shares 11,672 0 -11,672 0.00% -$130.14K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ALPHABET INC CL C 416,938 462,365 45,427 3.09% $39.02M
META PLATFORMS INC CL A 186,646 203,408 16,762 2.88% $24.73M
THE BOOKING HOLDINGS INC 11,191 18,454 7,263 1.82% $35.48M
EXXON MOBIL CORP 427,881 614,693 186,812 1.71% $37.99M
MORGAN STANLEY 208,645 372,142 163,497 1.34% $33.81M
CITIGROUP INC 333,759 587,555 253,796 1.34% $34.20M
PFIZER INC 2,036,285 2,256,928 220,643 1.18% $9.48M
Vanguard Communication Services ETF 69,070 285,161 216,091 1.12% $43.99M
UBER TECHNOLOGIES INC 381,348 627,543 246,195 0.99% $13.43M
CHEVRON CORP 188,842 272,298 83,456 0.95% $18.39M
GENERAL MOTORS CO 329,878 544,179 214,301 0.90% $22.92M
BRISTOL-MYERS SQUIBB CO 745,108 805,428 60,320 0.87% $10.01M
UNION PACIFIC CORP 112,623 187,594 74,971 0.87% $19.28M
MCKESSON CORP 44,291 50,476 6,185 0.83% $6.02M
CVS HEALTH CORP 448,469 502,261 53,792 0.74% $2.38M
V/E SEMICONDUCT 35,225 88,031 52,806 0.70% $22.73M
ABBVIE INC 121,020 143,021 22,001 0.63% $5.51M
FORD MOTOR CO 1,326,553 2,281,997 955,444 0.62% $14.26M
AUTOMATIC DATA PROCESSING INC 76,287 127,237 50,950 0.62% $11.55M
THE CIGNA GROUP 92,719 108,486 15,767 0.59% $7.08M
BANK OF NEW YORK MELLON CORP 128,132 229,806 101,674 0.54% $13.73M
CENCORA INC 64,077 73,137 9,060 0.52% $4.63M
EBAY INC 156,115 266,425 110,310 0.48% $11.61M
ILLINOIS TOOL WORKS INC 55,401 92,165 36,764 0.48% $10.57M
DR HORTON INC 89,660 161,236 71,576 0.47% $10.63M
AMERICAN TOWER CORP 75,686 120,874 45,188 0.43% $8.12M
FEDEX CORP 40,259 66,193 25,934 0.42% $11.11M
CARDINAL HEALTH INC 83,528 97,008 13,480 0.41% $4.91M
EQUINIX INC 16,161 25,271 9,110 0.41% $7.07M
WALT DISNEY CO/T 152,492 178,384 25,892 0.40% $2.95M
CARNIVAL CORP 367,412 633,102 265,690 0.37% $8.41M
EXPEDIA INC 41,022 70,067 29,045 0.37% $9.53M
ALLSTATE CORPORATION 49,580 89,292 39,712 0.35% $8.27M
PAYPAL HOLDINGS 181,083 308,813 127,730 0.32% $3.73M
IQVIA HOLDINGS INC 61,363 68,740 7,377 0.31% $2.54M
AMGEN INC 36,548 44,631 8,083 0.30% $4.35M
ROCKWELL AUTOMATION INC 21,255 35,128 13,873 0.29% $6.98M
TAPESTRY INC 70,124 115,903 45,779 0.29% $7.01M
PULTEGROUP INC 67,215 117,443 50,228 0.29% $6.63M
GILEAD SCIENCES INC 84,284 101,900 17,616 0.29% $4.37M
METLIFE INC 102,069 181,972 79,903 0.28% $6.21M
DELTA AIR LI 127,244 205,909 78,665 0.27% $6.27M
DARDEN RESTAURANTS INC 39,243 67,886 28,643 0.27% $6.46M
CBRE GROUP INC - CL A 48,909 78,630 29,721 0.26% $5.94M
SERVICENOW INC 26,548 109,222 82,674 0.25% -$11.62M
NVR INC 937 1,631 694 0.25% $5.70M
STATE STREET CORP 50,755 90,741 39,986 0.23% $6.00M
HUNTINGTON BANCSHARES INC 281,664 662,854 381,190 0.23% $7.24M
UNITED AIRLINES HOLDINGS INC 64,026 105,458 41,432 0.21% $4.77M
COMCAST CORP CL A 309,185 360,885 51,700 0.21% $2.13M
OTIS WORLDWIDE CORP 75,511 124,629 49,118 0.21% $3.64M
EMCOR GROUP INC 8,270 13,684 5,414 0.19% $4.27M
DECKERS OUTDOOR CORP 50,925 81,955 31,030 0.19% $5.63M
VERTEX PHARMACEUTICALS INC 17,372 20,673 3,301 0.19% $2.32M
RAYMOND JAMES FINANCIAL INC. 33,468 58,448 24,980 0.19% $4.38M
FIDELITY NATL INFORM SVCS INC 97,481 170,350 72,869 0.19% $3.32M
SYNCHRONY FINANCIAL 67,085 120,094 53,009 0.17% $3.73M
TOLL BROTHERS INC 33,182 58,412 25,230 0.17% $3.96M
REGIONS FINANCIAL CORP 160,892 294,048 133,156 0.17% $4.49M
VALERO ENERGY CORP 30,560 44,521 13,961 0.16% $2.90M
VICI PROPERTIES 172,193 282,396 110,203 0.16% $2.77M
LEIDOS HOLDINGS INC 23,874 40,310 16,436 0.15% $3.04M
MARATHON PETROLEUM CORP 30,405 42,952 12,547 0.15% $1.64M
RALPH LAUREN CORP 13,102 21,369 8,267 0.15% $3.36M
T ROWE PRICE GRP 40,324 70,665 30,341 0.15% $3.33M
BROADRIDGE FINL 21,858 36,221 14,363 0.14% $2.32M
SOUTHWEST AIRLINES CO 90,313 139,289 48,976 0.13% $3.88M
REGENERON PHARMACEUTICALS INC 7,213 8,413 1,200 0.12% $1.54M
VIATRIS INC 418,855 470,838 51,983 0.12% $1.82M
BORGWARNER INC 75,119 126,606 51,487 0.12% $2.78M
GLOBAL PAYMENTS INC 45,048 81,373 36,325 0.12% $2.33M
SNAP-ON INCORPORATED 9,627 15,885 6,258 0.11% $2.59M
WAYFAIR INC- A 31,640 55,192 23,552 0.11% $2.44M
FIVE BELOW INC 18,516 29,509 10,993 0.11% $2.74M
FORTIVE CORP 64,160 106,049 41,889 0.11% $2.37M
MEDPACE HOLDINGS INC 7,716 9,513 1,797 0.11% $1.03M
WYNN RESORTS LTD 28,036 50,098 22,062 0.11% $2.05M
SS&C TECHNOLOGIE 40,147 64,949 24,802 0.10% $1.91M
SBA COMMUNICATIONS CORP 17,560 27,906 10,346 0.10% $1.78M
ELECTRONIC ARTS INC 20,946 24,591 3,645 0.10% $824.14K
ELANCO ANIMAL HEALTH INC 180,075 201,560 21,485 0.10% $864.90K
ANNALY CAPITAL MGMT INC REIT 118,355 210,466 92,111 0.10% $2.34M
API GROUP CORP 65,399 114,589 49,190 0.09% $2.36M
MUELLER INDUSTRIES INC 20,422 33,518 13,096 0.09% $2.40M
GRACO INC 31,139 51,930 20,791 0.09% $1.99M
JONES LANG LASALLE INC 7,846 12,565 4,719 0.09% $2.10M
MASCO CORPORATION 40,337 67,775 27,438 0.09% $1.87M
ALIGN TECHNOLOGY INC 24,314 27,448 3,134 0.09% $1.12M
LINCOLN ELECTRIC HLDGS INC 10,090 16,602 6,512 0.09% $2.04M
INVITATION HOMES INC 99,281 163,377 64,096 0.09% $1.57M
CHARLES RIVER LABS INTL INC 17,510 19,760 2,250 0.08% $1.01M
JACK HENRY 13,415 23,178 9,763 0.08% $2.16M
WP CAREY INC 34,993 57,158 22,165 0.08% $1.68M
GLOBUS MEDICAL INC 40,317 43,710 3,393 0.08% $1.53M
ASSURANT INC 9,381 16,492 7,111 0.08% $1.94M
LEAR CORP NEW 18,224 31,370 13,146 0.07% $1.77M
CHEWY INC- CL A 71,680 125,796 54,116 0.07% $1.24M
ALNYLAM PHARMACEUTICALS INC 8,262 10,202 1,940 0.07% -$318.91K
HOST HOTELS & RE 112,170 183,801 71,631 0.07% $1.61M
GAMING AND LEISURE PROPRTI INC 43,563 74,244 30,681 0.07% $1.38M
OMEGA HEALTHCARE INVESTORS INC 45,919 75,105 29,186 0.07% $1.37M
OWENS CORNING INC 16,416 26,636 10,220 0.06% $1.10M
APPLIED INDU TEC 7,306 11,971 4,665 0.06% $1.24M
BRIGHT HORIZONS FAMILY SOLUTIONS INC 19,580 33,486 13,906 0.06% $963.08K
SEI INVESTMENTS 19,480 34,114 14,634 0.06% $1.43M
ACUITY INC 5,517 9,635 4,118 0.06% $965.55K
HOULIHAN LOKEY I 9,766 17,579 7,813 0.06% $1.21M
POPULAR INC 12,252 21,916 9,664 0.06% $1.56M
BOYD GAMING CORP 18,542 33,574 15,032 0.06% $1.39M
ZIONS BANCORP NA 26,119 47,176 21,057 0.06% $1.47M
TORO CO 18,098 30,875 12,777 0.06% $1.47M
GRAND CANYON EDUCATION INC 9,241 16,143 6,902 0.06% $1.07M
ALLISON TRANSMISSION HLDGS INC 16,478 25,711 9,233 0.06% $1.43M
VALMONT INDUSTRIES INC 3,826 6,144 2,318 0.05% $1.16M
Bath & Body Works Inc 66,054 124,944 58,890 0.05% $1.11M
FRANKLIN RESOURCES INC 56,216 99,154 42,938 0.05% $1.37M
CROCS INC 19,287 31,396 12,109 0.05% $1.06M
SMITH (AO) CORP 21,642 35,241 13,599 0.05% $1.16M
TRAVEL+LEISURE CO 20,923 35,893 14,970 0.05% $1.18M
ADT INC 175,383 295,518 120,135 0.05% $813.76K
INSMED INC 12,251 14,957 2,706 0.05% $23.51K
NATERA INC 8,422 10,015 1,593 0.05% $639.48K
LINCOLN NATL CRP 31,154 54,783 23,629 0.04% $971.05K
RYDER SYSTEM INC 7,465 11,812 4,347 0.04% $996.10K
MIDDLEBY CORP 9,453 15,009 5,556 0.04% $1.03M
PAYCOM SOFTWARE INC 9,985 15,922 5,937 0.04% $277.40K
NNN REIT INC 30,174 50,050 19,876 0.04% $864.74K
MGIC INVT CORP 42,623 77,441 34,818 0.04% $915.99K
BIOGEN INC 9,835 11,453 1,618 0.04% $543.03K
HANOVER INSURANCE GROUP INC 6,797 11,785 4,988 0.04% $890.77K
LYFT INC-A 76,346 121,500 45,154 0.04% $487.67K
EXLSERVICE HOLDINGS INC 32,518 49,016 16,498 0.04% $647.52K
RITHM CAPITAL CORP 97,678 174,963 77,285 0.04% $842.57K
PAYLOCITY HOLDING CORP 8,408 13,953 5,545 0.04% $695.58K
STAG INDUSTRIAL INC CL A 30,196 49,293 19,097 0.04% $693.38K
UNITED THERAPEUTICS CORP DEL 3,044 3,545 501 0.03% $308.45K
ENVISTA HOLDINGS CORP 59,317 68,647 9,330 0.03% $404.04K
EXACT SCIENCES CORP 12,428 14,792 2,364 0.03% $709.85K
FOX CORP CL A 17,536 20,180 2,644 0.03% $335.00K
SCIENCE APPLICATIONS INTERNATIONAL CORP 8,828 12,937 4,109 0.03% $489.20K
REVOLUTION MEDICINES INC 11,621 13,476 1,855 0.03% $622.72K
INCYTE CORP 11,069 12,545 1,476 0.02% $220.65K
HF SINCLAIR CORP 15,788 23,235 7,447 0.02% $393.33K
MSC INDUSTRIAL DIRECT CO CL A 8,301 13,830 5,529 0.02% $461.58K
NEW YORK TIMES CO CL A 13,587 15,562 1,975 0.02% $366.53K
MODERNA INC 23,751 25,507 1,756 0.02% $479.02K
EPR PROPERTIES 11,873 19,846 7,973 0.02% $494.43K
KILROY REALTY CORP 19,614 30,942 11,328 0.02% $238.19K
VIRTU FINANCIAL INC- CL A 14,201 25,642 11,441 0.02% $569.64K
NEUROCRINE BIOSCIENCES INC 6,536 7,631 1,095 0.02% $102.25K
IONIS PHARMACEUTICALS INC 9,577 12,456 2,879 0.02% $318.17K
DILLARDS INC CL A 925 1,592 667 0.02% $412.16K
FOX CORPORATION B 12,406 14,287 1,881 0.02% $212.16K
BIOMARIN PHARMACEUTICAL INC 12,857 15,294 2,437 0.02% $175.97K
INSPIRE MEDICAL SYSTEMS INC 9,825 11,307 1,482 0.02% $148.66K
EXELIXIS INC 17,941 20,669 2,728 0.02% $161.09K
CHORD ENERGY CORP 5,705 8,007 2,302 0.02% $285.06K
KEMPER CORP 11,410 19,932 8,522 0.02% $272.18K
MATCH GROUP INC 20,470 23,428 2,958 0.01% $67.78K
HALOZYME THERAPEUTICS INC 8,302 9,913 1,611 0.01% $169.65K
HOWARD HUGHES HOLDINGS INC 5,067 8,316 3,249 0.01% $277.37K
PARK H&R INC 32,770 52,356 19,586 0.01% $235.05K
C N A FINANCIAL CORP 3,928 7,098 3,170 0.01% $164.72K
VIKING THERAPEUTICS INC 7,572 8,038 466 0.00% -$54.92K
APELLIS PHARMACEUTICALS INC 7,487 7,805 318 0.00% $15.49K
ULTRAGENYX PHARMA INC 5,781 7,006 1,225 0.00% -$31.39K
SAREPTA THERAPEUTICS INC 6,599 7,084 485 0.00% -$14.35K
DOUBLEVERIFY HOLDINGS INC 11,569 13,108 1,539 0.00% $10.17K
SUMMIT THERAPEUTICS INC 7,596 9,324 1,728 0.00% -$8.63K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 2,875,499 2,306,862 -568,637 8.70% -$141.35M
APPLE INC 1,796,741 1,608,478 -188,263 8.23% -$68.42M
ALPHABET INC CL A 307,159 271,416 -35,743 1.81% $5.37M
State Street Communication Services Select Sector SPDR ETF 390,609 364,216 -26,393 0.86% -$1.11M
ADV MICRO DEVICE 198,022 174,112 -23,910 0.81% -$9.50M
ALTRIA GROUP INC 715,113 550,265 -164,848 0.67% -$6.21M
CISCO SYSTEMS INC 490,745 430,164 -60,581 0.66% -$2.19M
PALANTIR TECHNOLOGIES INC 280,832 229,419 -51,413 0.66% -$22.67M
NEWMONT CORP 265,373 241,409 -23,964 0.54% $5.64M
SALESFORCE INC 117,940 92,735 -25,205 0.39% -$11.03M
AMERICAN ELECTRIC POWER CO INC 170,964 154,613 -16,351 0.37% -$2.04M
QUALCOMM INC 139,677 117,290 -22,387 0.35% -$7.49M
ARISTA NETWORKS INC 142,025 111,217 -30,808 0.31% -$6.63M
TARGET CORP 199,664 145,276 -54,388 0.30% -$3.19M
INTUIT INC 34,312 28,507 -5,805 0.28% -$8.68M
EXELON CORP 322,910 295,867 -27,043 0.26% -$1.64M
KROGER CO 239,481 207,265 -32,216 0.26% -$2.21M
ADOBE INC 56,803 43,566 -13,237 0.25% -$6.55M
ENTERGY CORP 143,588 128,563 -15,025 0.24% -$1.47M
APPLOVIN CORP 33,933 24,719 -9,214 0.23% -$9.93M
PG&E CORP 685,665 634,234 -51,431 0.19% -$1.16M
NUCOR CORP 54,437 52,307 -2,130 0.18% $1.13M
GENERAL MILLS INC 238,301 178,299 -60,002 0.16% -$2.86M
AMEREN CORP 86,337 78,942 -7,395 0.16% -$654.97K
MOTOROLA SOLUTIONS INC 20,870 18,204 -2,666 0.14% -$1.16M
CONSTELLATION BRANDS INC CL A 62,402 45,322 -17,080 0.14% -$1.10M
KRAFT HEINZ CO/T 367,687 284,372 -83,315 0.13% -$2.34M
EDISON INTL 118,258 108,254 -10,004 0.13% $192.93K
US FOODS HOLDING CORP 99,393 74,772 -24,621 0.12% -$965.49K
TYSON FOODS INC CL A 121,575 90,276 -31,299 0.12% -$352.44K
AUTODESK INC 26,626 23,205 -3,421 0.12% -$2.16M
PPG INDUSTRIES INC 55,142 50,104 -5,038 0.11% $403.40K
STEEL DYNAMICS INC 35,883 32,209 -3,674 0.11% $157.32K
FORTINET INC 80,958 65,554 -15,404 0.11% -$1.67M
EVERGY INC 73,611 67,281 -6,330 0.10% -$491.59K
KEYSIGHT TECHNOLOGIES INC 21,783 18,376 -3,407 0.08% -$10.14K
RELIANCE STEEL and ALUMINUM CO 12,695 11,600 -1,095 0.08% $236.75K
CF INDUSTRIES HOLDINGS INC 39,055 36,017 -3,038 0.07% $104.97K
AES CORP 249,412 201,355 -48,057 0.06% -$509.49K
CONAGRA BRANDS INC 205,952 155,217 -50,735 0.06% -$667.25K
CROWN HOLDINGS INC 27,634 25,771 -1,863 0.05% $12.24K
MOLSON COORS BEVERAGE CO B 74,677 55,567 -19,110 0.05% -$595.44K
ZOOM VIDEO COMMUNICATIONS INC CL A 32,822 27,908 -4,914 0.05% -$292.74K
ALBERTSONS COS INC CL A 172,140 135,962 -36,178 0.04% -$781.39K
VERISIGN INC 10,731 9,187 -1,544 0.04% -$329.55K
NATL FUEL GAS CO 28,082 25,984 -2,098 0.04% -$39.79K
PTC INC 15,519 13,292 -2,227 0.04% -$1.01M
NETAPP INC 25,292 21,085 -4,207 0.04% -$947.35K
MAPLEBEAR INC 74,508 53,841 -20,667 0.04% -$745.63K
EASTMAN CHEMICAL CO 28,877 25,230 -3,647 0.03% $30.18K
F5 INC 7,375 5,989 -1,386 0.03% -$215.62K
OKTA INC CL A 20,574 18,035 -2,539 0.03% -$359.54K
GODADDY INC CL A 17,406 15,062 -2,344 0.03% -$803.23K
DOCUSIGN INC 25,244 23,464 -1,780 0.02% -$613.55K
NUTANIX INC CL A 31,861 27,810 -4,051 0.02% -$1.18M
ONTO INNOVATION INC 6,066 5,272 -794 0.02% $246.54K
MANHATTAN ASSOCIATES INC 7,799 6,370 -1,429 0.02% -$458.03K
SKYWORKS SOLUTIONS INC 18,499 16,161 -2,338 0.02% -$536.60K
CLEARWAY ENERGY INC CL C 26,253 24,102 -2,151 0.02% $33.03K
NEWMARKET CORP 1,272 1,214 -58 0.02% -$162.43K
CIRRUS LOGIC INC 6,556 5,430 -1,126 0.01% -$161.91K
SCOTTS MIRACLE GRO CO 10,819 10,078 -741 0.01% $68.18K
RALLIANT CORP 21,385 11,961 -9,424 0.01% -$305.66K
BOSTON BEER COMPANY CL A 3,636 2,772 -864 0.01% -$160.46K
PILGRIM'S PRIDE CORP NEW 17,898 13,219 -4,679 0.01% -$108.61K
DROPBOX INC CL A 23,317 20,460 -2,857 0.01% -$154.87K
UIPATH INC -CL A 51,355 34,659 -16,696 0.01% -$378.13K
PEGASYSTEMS INC 21,809 8,639 -13,170 0.01% -$1.01M
SMITHFIELD FOODS 20,009 14,516 -5,493 0.01% -$96.47K
CLEARWAY ENERGY INC 11,318 10,068 -1,250 0.01% $570
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WALGREENS BOOTS COMMON STOCK 270,639 270,639 0 0.00% $0
Mirati Therapeutics, Inc., CVR 315 315 0 0.00% $0

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