Victory Growth & Income Fund
Victory Portfolios III

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
GENERAL DYNAMICS CORPORATION 0 30,880 30,880 0.50% $10.84M
HUNTINGTON INGALLS INDUSTRIES INC 0 11,960 11,960 0.23% $5.03M
POPULAR INC 0 31,842 31,842 0.20% $4.25M
ECOLAB INC 0 14,160 14,160 0.18% $3.99M
TAPESTRY INC 0 30,075 30,075 0.18% $3.82M
CORTEVA INC 0 48,800 48,800 0.16% $3.55M
ALLEGION PLC 0 19,300 19,300 0.15% $3.19M
SEI INVESTMENTS 0 34,300 34,300 0.14% $3.01M
FTAI AVIATION LT 0 10,317 10,317 0.13% $2.81M
NATL FUEL GAS CO 0 31,700 31,700 0.12% $2.65M
WOODWARD INC 0 7,394 7,394 0.11% $2.35M
HF SINCLAIR CORP 0 42,646 42,646 0.10% $2.22M
AMERICAN TOWER CORP 0 12,200 12,200 0.10% $2.19M
ARMSTRONG WORLD INDUSTRIES INC 0 10,700 10,700 0.09% $1.97M
EXXON MOBIL CORP 0 8,220 8,220 0.05% $1.16M
EXACT SCIENCES CORP 0 6,563 6,563 0.03% $671.66K
UNITED THERAPEUTICS CORP DEL 0 1,427 1,427 0.03% $669.96K
SANDISK CORPORATION 0 1,138 1,138 0.03% $655.77K
CASEY'S GENERAL 0 783 783 0.02% $474.89K
BUNGE GLOBAL SA 0 3,416 3,416 0.02% $389.01K
REDDIT INC-A 0 2,078 2,078 0.02% $374.60K
TALEN ENERGY CORP 0 973 973 0.02% $338.95K
CIENA CORP 0 1,216 1,216 0.01% $306.20K
COHERENT CORP 0 1,330 1,330 0.01% $282.20K
ROCKET COS INC-A 0 13,756 13,756 0.01% $246.65K
LUMENTUM HOLDINGS INC 0 596 596 0.01% $233.54K
TENET HEALTHCARE CORP 0 1,070 1,070 0.01% $202.53K
CREDO TECHNOLOGY 0 1,327 1,327 0.01% $166.25K
ASTERA LABS INC 0 1,099 1,099 0.01% $165.53K
Viking Holdings Ltd 0 1,630 1,630 0.01% $117.60K
IONQ INC 0 2,940 2,940 0.01% $117.54K
TEMPUR SEALY INTERNATIONAL INC 0 1,119 1,119 0.00% $98.30K
UNITY SOFTWARE INC 0 2,935 2,935 0.00% $85.41K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
COMFORT SYSTEMS USA INC 4,700 0 -4,700 0.00% -$4.54M
SKYWORKS SOLUTIONS INC 38,927 0 -38,927 0.00% -$3.03M
OVINTIV INC 62,178 0 -62,178 0.00% -$2.33M
GE VERNOVA LLC 3,707 0 -3,707 0.00% -$2.17M
OLIN CORP 38,442 0 -38,442 0.00% -$795.75K
KELLOGG CO 6,898 0 -6,898 0.00% -$572.95K
NUTANIX INC CL A 3,239 0 -3,239 0.00% -$230.75K
BAXTER INTL INC 8,297 0 -8,297 0.00% -$153.25K
ALIGN TECHNOLOGY INC 1,107 0 -1,107 0.00% -$152.63K
SPROUTS FMRS MKT INC 1,745 0 -1,745 0.00% -$137.79K
MOLINA HEALTHCARE INC 872 0 -872 0.00% -$133.47K
DECKERS OUTDOOR CORP 1,470 0 -1,470 0.00% -$119.80K
HORMEL FOODS CRP 5,381 0 -5,381 0.00% -$116.18K
FACTSET RESEARCH SYSTEMS INC 399 0 -399 0.00% -$106.45K
DUOLINGO INC 360 0 -360 0.00% -$97.43K
ZEBRA TECHNOLOGIES CORP CL A 343 0 -343 0.00% -$92.35K
BENTLEY SYSTEM-B 1,664 0 -1,664 0.00% -$84.58K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
JPMORGAN CHASE and CO 120,758 145,866 25,108 2.05% $7.05M
GILEAD SCIENCES INC 200,324 200,983 659 1.31% $4.53M
WELLS FARGO & CO 101,827 306,281 204,454 1.27% $18.86M
MERCK & CO 180,700 230,848 50,148 1.17% $9.92M
ABBVIE INC 72,698 111,535 38,837 1.14% $9.02M
PROCTER & GAMBLE 144,229 150,885 6,656 1.05% $1.21M
VISA INC-CLASS A 68,638 70,368 1,730 1.04% -$741.18K
LOCKHEED MARTIN CORP 24,909 31,269 6,360 0.91% $7.58M
ACCENTURE PLC-A 66,062 72,001 5,939 0.87% $2.46M
PNC FINANCIAL SERVICES GRP INC 80,547 84,433 3,886 0.87% $4.15M
QUALCOMM INC 104,862 111,384 6,522 0.78% -$2.08M
MARATHON PETROLEUM CORP 83,025 91,108 8,083 0.74% -$130.08K
CF INDUSTRIES HOLDINGS INC 167,030 170,930 3,900 0.73% $2.02M
ALLSTATE CORPORATION 61,808 73,668 11,860 0.67% $2.82M
INTL BUS MACH CORP 44,020 44,341 321 0.62% $67.20K
COSTCO WHOLESALE CORP 8,649 14,346 5,697 0.62% $5.61M
EDISON INTL 203,398 208,344 4,946 0.60% $1.71M
SYSCO CORP 146,153 149,561 3,408 0.58% $1.68M
EVEREST RE GROUP 18,203 37,703 19,500 0.57% $6.77M
OTIS WORLDWIDE CORP 141,337 144,937 3,600 0.57% -$729.90K
AMERIPRISE FINANCIAL INC 17,373 22,987 5,614 0.56% $4.25M
PEPSICO INC 74,308 78,826 4,518 0.56% $1.25M
UNITEDHEALTH GRP 36,177 41,866 5,689 0.55% -$344.00K
WALMART INC 85,041 96,332 11,291 0.53% $2.87M
CH ROBINSON WORLDWIDE INC 43,600 58,056 14,456 0.52% $4.60M
KIMBERLY CLARK CORP 109,823 113,076 3,253 0.52% -$1.84M
MEDTRONIC PLC 105,155 105,681 526 0.50% $1.34M
BERKSHIRE HATH-B 14,839 22,136 7,297 0.49% $3.55M
COMCAST CORP CL A 345,323 347,826 2,503 0.48% $735.76K
COLGATE-PALMOLIVE CO 109,761 113,812 4,051 0.47% $1.82M
CAPITAL ONE FINANCIAL CORP 43,468 46,212 2,744 0.46% $554.67K
NETFLIX INC 18,193 120,083 101,890 0.46% -$10.33M
YUM! BRANDS INC 35,477 63,882 28,405 0.46% $5.03M
WILLIAMS-SONOMA INC 30,483 48,411 17,928 0.45% $3.98M
CVS HEALTH CORP 100,876 131,942 31,066 0.45% $1.95M
EVERGY INC 115,735 118,763 3,028 0.42% $223.08K
RALPH LAUREN CORP 22,503 24,743 2,240 0.40% $1.55M
WEC ENERGY GROUP INC 16,325 78,923 62,598 0.40% $6.91M
NEW YORK TIMES CO CL A 31,700 116,000 84,300 0.39% $6.70M
RELIANCE STEEL and ALUMINUM CO 24,847 25,447 600 0.38% $1.37M
KROGER CO 126,961 131,268 4,307 0.38% $171.67K
EXPEDITORS INTL OF WASH INC 47,225 48,625 1,400 0.36% $2.05M
NETAPP INC 76,072 77,723 1,651 0.34% -$1.47M
SCHWAB CHARLES CORP 18,683 70,621 51,938 0.34% $5.57M
MASTERCARD INC CL A 8,986 13,265 4,279 0.33% $2.19M
COCA-COLA CO/THE 83,783 94,224 10,441 0.32% $1.28M
THE CIGNA GROUP 25,385 25,544 159 0.32% $797.52K
TRANE TECHNOLOGI 16,258 16,538 280 0.32% -$338.60K
DOLLAR GENERAL CORP 4,352 45,782 41,430 0.30% $6.14M
AMGEN INC 7,693 19,160 11,467 0.30% $4.25M
WELLTOWER INC 33,100 33,900 800 0.29% $392.98K
STATE STREET CORP 46,986 48,500 1,514 0.29% $912.31K
BANK OF AMERICA CORPORATION 82,524 117,907 35,383 0.29% $1.86M
EVERCORE INC A 17,171 17,571 400 0.28% $1.15M
ARCHER DANIELS MIDLAND CO 9,328 89,718 80,390 0.28% $5.47M
WR BERKLEY CORP 84,991 86,597 1,606 0.27% -$124.44K
EAST WEST BNCRP 49,027 50,127 1,100 0.26% $755.39K
CENCORA INC 2,620 15,690 13,070 0.26% $4.75M
PRINCIPAL FINL GROUP INC 30,746 56,844 26,098 0.25% $2.80M
NORTHERN TRUST CORP 25,011 33,710 8,699 0.23% $1.82M
SS&C TECHNOLOGIE 58,710 60,510 1,800 0.23% -$30.49K
FIDELITY NATIONAL FINL INC 83,673 85,673 2,000 0.21% $37.66K
INGREDION INC 9,000 39,200 30,200 0.21% $3.59M
PULTEGROUP INC 24,654 36,297 11,643 0.21% $1.59M
SERVICENOW INC 10,057 38,767 28,710 0.21% -$4.71M
PROGRESSIVE CORP OHIO 15,543 21,729 6,186 0.21% $1.32M
MOSAIC CO/THE 109,700 162,600 52,900 0.21% $1.46M
CINCINNATI FINANCIAL CORP 20,770 26,807 6,037 0.20% $1.10M
VERTEX PHARMACEUTICALS INC 3,671 8,987 5,316 0.19% $2.66M
NEXTERA ENERGY INC 45,432 46,218 786 0.19% $364.40K
TARGET CORP 35,283 38,115 2,832 0.18% $748.55K
LEIDOS HOLDINGS INC 15,600 21,200 5,600 0.18% $1.02M
NISOURCE INC 89,252 89,701 449 0.18% $214.46K
AMEREN CORP 37,625 37,776 151 0.18% $63.00K
GARMIN LTD 16,572 19,017 2,445 0.18% $289.17K
OGE ENERGY CORP 81,903 84,703 2,800 0.17% $84.63K
BERKSHIRE HATHAWAY INC CL A 3 5 2 0.17% $1.47M
MORGAN STANLEY 13,947 19,523 5,576 0.16% $1.28M
CITIGROUP INC 20,701 28,947 8,246 0.15% $1.25M
VENTAS INC REIT 41,300 43,000 1,700 0.15% $292.28K
AUTODESK INC 12,791 12,966 175 0.15% -$575.73K
HILTON WORLDWIDE HOLDINGS INC 2,355 10,501 8,146 0.14% $2.53M
ROYAL CARIBBEAN 2,457 8,696 6,239 0.13% $2.12M
REGENERON PHARMACEUTICALS INC 1,492 3,615 2,123 0.12% $1.71M
AMERICAN FINL GROUP INC OHIO 19,731 20,531 800 0.12% $76.40K
BLACKROCK INC 1,565 2,307 742 0.12% $886.80K
S&P GLOBAL INC 3,294 4,846 1,552 0.12% $952.80K
HCA HEALTHCARE INC 2,445 4,985 2,540 0.11% $1.31M
OMEGA HEALTHCARE INVESTORS INC 51,800 55,000 3,200 0.11% $236.25K
DIGITAL REALTY TRUST INC 4,700 14,500 9,800 0.11% $1.61M
EQUITY RESIDENTIAL REIT 36,200 38,000 1,800 0.11% $216.43K
SOUTHERN CO 24,246 24,405 159 0.10% -$100.48K
CHUBB LTD 4,758 6,357 1,599 0.09% $650.19K
BLACKSTONE INC 8,127 11,783 3,656 0.08% $486.39K
CME GROUP INC CL A 4,053 5,727 1,674 0.08% $579.42K
MONDELEZ INTL INC 24,505 28,039 3,534 0.08% $231.38K
INTERCONTINENTAL EXCHANGE INC 6,351 9,167 2,816 0.07% $663.95K
ALNYLAM PHARMACEUTICALS INC 1,787 4,688 2,901 0.07% $769.88K
MARSH & MCLENNAN 5,476 7,832 2,356 0.07% $498.35K
MOODYS CORP 1,953 2,825 872 0.07% $518.43K
AMERICAN ELECTRIC POWER CO INC 11,762 11,837 75 0.07% $3.28K
US BANCORP DEL 16,378 24,859 8,481 0.06% $630.31K
KKR & CO INC 7,740 11,047 3,307 0.06% $346.36K
ROBINHOOD MARKETS INC 8,121 12,312 4,191 0.06% $32.80K
MONSTER BEVERAGE CORP 12,861 15,153 2,292 0.06% $364.26K
AON PLC-CLASS A 2,282 3,441 1,159 0.06% $425.68K
DOMINION ENERGY INC 18,811 18,924 113 0.05% $34.64K
TRUIST FINL CORP 14,409 20,544 6,135 0.05% $413.30K
TRAVELERS COS IN 2,377 3,594 1,217 0.05% $384.02K
ARTHUR J GALLAGHAR AND CO 2,767 4,047 1,280 0.05% $318.86K
EXELON CORP 22,286 22,313 27 0.05% -$28.65K
BIOGEN INC 2,386 5,535 3,149 0.05% $627.60K
XCEL ENERGY INC 12,713 13,070 357 0.05% -$37.81K
ENTERGY CORP 9,490 9,817 327 0.04% $29.46K
PUB SERV ENTERP 11,007 11,100 93 0.04% $27.47K
APOLLO GLOBAL MANAGEMENT INC 4,463 6,616 2,153 0.04% $335.32K
CONSOLIDATED EDISON INC 7,942 7,946 4 0.04% $73.65K
AFLAC INC 5,731 7,598 1,867 0.04% $228.69K
PAYPAL HOLDINGS 10,209 14,919 4,710 0.04% $78.90K
PG&E CORP 46,343 48,560 2,217 0.03% $9.16K
INCYTE CORP 3,111 7,275 4,164 0.03% $437.19K
KENVUE INC 41,194 41,798 604 0.03% $135.33K
MSCI INC 787 1,193 406 0.03% $263.61K
COINBASE GLOBAL INC 2,296 3,602 1,306 0.03% -$87.87K
METLIFE INC 6,302 8,828 2,526 0.03% $193.33K
NASDAQ INC 4,511 7,150 2,639 0.03% $307.12K
AMERICAN INTERNATIONAL GROUP 6,422 8,862 2,440 0.03% $156.51K
ESTEE LAUDER COS INC CL A 5,017 5,741 724 0.03% $176.73K
HERSHEY CO/THE 2,734 3,210 476 0.03% $161.38K
DTE ENERGY CO 4,384 4,580 196 0.03% $21.25K
KRAFT HEINZ CO/T 22,976 25,915 2,939 0.03% $47.03K
PRUDENTL FINL 4,292 5,520 1,228 0.03% $166.96K
FIRSTENERGY CORP 12,202 12,839 637 0.03% $48.58K
HARTFORD INSURANCE GROUP INC/THE 2,984 4,467 1,483 0.03% $232.76K
PPL CORPORATION 15,657 16,311 654 0.03% $19.48K
ATMOS ENERGY CORP 3,352 3,543 191 0.03% $13.74K
CENTERPOINT ENERGY INC 13,776 14,393 617 0.03% $44.46K
EVERSOURCE ENERGY 7,770 8,250 480 0.03% -$3.18K
ARCH CAPITAL GRP 3,815 5,746 1,931 0.03% $222.57K
M&T BANK CORP 1,685 2,481 796 0.03% $239.89K
GENERAL MILLS INC 10,126 11,670 1,544 0.02% $67.88K
FISERV INC 5,796 8,416 2,620 0.02% $149.82K
BLOCK INC CL A 5,652 8,768 3,116 0.02% $100.64K
FIFTH THIRD BANCORP 6,994 10,492 3,498 0.02% $235.82K
CONSTELLATION BRANDS INC CL A 2,870 3,357 487 0.02% $148.98K
DOLLAR TREE INC 3,871 4,367 496 0.02% $129.82K
ARES MANAGEMENT CORP CL A 2,290 3,420 1,130 0.02% $171.33K
CHURCH & DWIGHT 4,560 5,299 739 0.02% $110.16K
WILLIS TOWERS WA 1,040 1,543 503 0.02% $164.23K
RAYMOND JAMES FINANCIAL INC. 1,914 2,854 940 0.02% $169.67K
SOFI TECHNOLOGIES INC A 12,514 20,728 8,214 0.02% $101.39K
CMS ENERGY CORP 6,299 6,599 300 0.02% $8.47K
FIDELITY NATL INFORM SVCS INC 5,531 8,205 2,674 0.02% $107.53K
CBOE GLOBAL MARKETS INC 1,100 1,672 572 0.02% $172.98K
CITIZENS FINANCIAL GROUP INC 4,528 6,872 2,344 0.02% $202.46K
US FOODS HOLDING CORP 4,117 4,841 724 0.02% $105.83K
MARKEL GROUP INC 131 198 67 0.02% $145.38K
TYSON FOODS INC CL A 5,172 6,133 961 0.02% $134.78K
REGIONS FINANCIAL CORP 9,445 13,914 4,469 0.02% $167.98K
ALLIANT ENERGY CORPORATION 5,434 5,718 284 0.02% $13.77K
KEYCORP 11,507 17,442 5,935 0.02% $172.94K
T ROWE PRICE GRP 2,279 3,432 1,153 0.02% $129.03K
MCCORMICK-N/V 4,911 5,739 828 0.02% $39.75K
OMNICOM GROUP INC 2,950 4,473 1,523 0.02% $123.29K
BROWN & BROWN 3,092 4,752 1,660 0.02% $96.06K
CORPAY INC 715 1,079 364 0.02% $153.34K
KEYSIGHT TECHNOLOGIES INC 1,161 1,369 208 0.01% $83.74K
FIRST CITIZENS BANCSHARES INC CL A 97 141 44 0.01% $114.80K
LOEWS CORP 1,825 2,742 917 0.01% $107.78K
AFFIRM HOLDINGS INC 2,827 4,591 1,764 0.01% $73.63K
GLOBAL PAYMENTS INC 2,546 3,804 1,258 0.01% $74.92K
COREWEAVE INC 2,395 2,581 186 0.01% -$79.71K
CARLYLE GROUP INC (THE) 3,132 4,086 954 0.01% $73.18K
TOAST INC-A 4,733 7,170 2,437 0.01% $52.01K
COREBRIDGE FINANCIAL INC 3,935 6,242 2,307 0.01% $64.32K
BROWN FORMAN CORP NON VTG CL B 5,377 6,267 890 0.01% $25.11K
NEWS CORP NEW CL A 5,548 5,969 421 0.01% $14.32K
FOX CORPORATION B 2,015 2,116 101 0.01% $21.05K
CDW CORPORATION 892 1,050 158 0.01% -$9.45K
TRIMBLE INC 1,616 1,908 292 0.01% $105
MONEYMKT 105,616 117,480 11,864 0.01% $11.86K
Invesco Government & Agency Portfolio, Institutional Class 105,616 117,480 11,864 0.01% $11.86K
MSILF-GOVT-INS 105,616 117,480 11,864 0.01% $11.86K
HSBC US GOVT MMKT-I 105,616 117,480 11,864 0.01% $11.86K
ERIE INDEMNITY CO CL A 265 402 137 0.01% $36.22K
NEWS CORP NEW CL B 1,496 1,611 115 0.00% $4.52K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL A 346 366 20 0.00% -$2.31K
BROWN FORMAN CORP CL A 816 936 120 0.00% $3.92K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
NVIDIA CORP 595,224 517,512 -77,712 4.54% -$21.61M
APPLE INC 331,690 288,375 -43,315 3.44% -$14.85M
MICROSOFT CORP 180,252 156,775 -23,477 3.10% -$25.88M
ALPHABET INC CL C 184,568 163,127 -21,441 2.54% $3.21M
ALPHABET INC CL A 165,315 160,342 -4,973 2.49% $7.71M
META PLATFORMS INC CL A 85,663 66,146 -19,517 2.18% -$8.15M
AMAZON.COM INC 201,395 148,626 -52,769 1.63% -$13.62M
JOHNSON&JOHNSON 152,710 138,501 -14,209 1.44% $2.63M
LILLY ELI and CO 31,240 28,511 -2,729 1.36% $2.61M
BROADCOM INC 95,100 82,716 -12,384 1.26% -$7.75M
ALTRIA GROUP INC 415,767 378,584 -37,183 1.08% $27.48K
CISCO SYSTEMS INC 309,664 262,527 -47,137 0.94% -$2.08M
TESLA INC 68,418 47,664 -20,754 0.94% -$10.72M
BRISTOL-MYERS SQUIBB CO 447,878 368,966 -78,912 0.93% -$322.16K
LAM RESEARCH CORP 130,960 86,630 -44,330 0.93% -$396.32K
VERIZON COMMUNICATIONS INC 511,291 432,229 -79,062 0.88% -$1.08M
VALERO ENERGY CORP 126,043 98,543 -27,500 0.82% -$3.49M
BANK OF NEW YORK MELLON CORP 142,266 141,974 -292 0.78% $1.67M
LOWES COS INC 59,796 58,493 -1,303 0.72% $1.38M
CATERPILLAR INC 42,102 23,262 -18,840 0.70% -$9.01M
CUMMINS INC 28,042 25,802 -2,240 0.69% $2.66M
GOLDMAN SACHS GROUP INC 31,155 14,901 -16,254 0.64% -$10.65M
APPLIED MATERIALS INC 51,679 42,289 -9,390 0.63% $1.58M
AMERICAN EXPRESS CO 39,267 37,959 -1,308 0.61% -$796.76K
PHILIP MORRIS INTL INC 73,991 70,614 -3,377 0.58% $1.99M
PFIZER INC 441,902 380,908 -60,994 0.46% -$821.68K
CARDINAL HEALTH INC 44,305 43,602 -703 0.43% $917.13K
SYNCHRONY FINANCIAL 135,348 112,669 -22,679 0.38% -$1.88M
KLA CORP 5,864 5,571 -293 0.37% $867.00K
ORACLE CORP 55,153 47,838 -7,315 0.36% -$6.61M
MONOLITHIC POWER SYS INC 8,006 6,849 -1,157 0.35% -$346.73K
BURLINGTON STORES INC 32,872 25,505 -7,367 0.35% -$1.45M
MCDONALDS CORP 27,054 23,831 -3,223 0.34% -$566.96K
ARISTA NETWORKS INC 58,346 50,132 -8,214 0.33% -$2.09M
ULTA BEAUTY INC 12,534 10,553 -1,981 0.31% $315.41K
NATERA INC 29,139 27,647 -1,492 0.29% $593.71K
INTUITIVE SURGICAL INC 14,256 12,530 -1,726 0.29% -$1.30M
DEVON ENERGY CORP 155,671 150,071 -5,600 0.28% $976.60K
MCKESSON CORP 6,490 6,401 -89 0.24% $54.98K
COTERRA ENERGY INC 237,647 183,147 -54,500 0.24% -$338.94K
APPLOVIN CORP 12,468 10,709 -1,759 0.23% -$2.88M
PACKAGING CORP OF AMERICA 31,727 22,727 -9,000 0.23% -$1.15M
FEDEX CORP 23,755 15,555 -8,200 0.23% -$1.02M
ABBOTT LABS 47,181 45,523 -1,658 0.23% -$856.85K
HUNTINGTON BANCSHARES INC 302,408 283,396 -19,012 0.23% $284.58K
TJX COS INC 83,013 31,503 -51,510 0.22% -$6.91M
NRG ENERGY INC 51,742 30,823 -20,919 0.22% -$4.19M
ELEVANCE HEALTH INC 13,705 13,425 -280 0.21% $294.33K
COGNIZANT TECH SOLUTIONS CL A 128,467 55,772 -72,695 0.21% -$4.79M
PALO ALTO NETWORKS INC 29,733 25,846 -3,887 0.21% -$1.97M
HEWLETT PACKARD ENTERPRISE CO 211,060 209,440 -1,620 0.21% -$646.94K
SNOWFLAKE INC CL A 33,904 22,694 -11,210 0.20% -$4.95M
STEEL DYNAMICS INC 30,088 24,288 -5,800 0.20% -$356.40K
SYNOPSYS INC 11,051 9,250 -1,801 0.20% -$712.85K
PALANTIR TECHNOLOGIES INC 33,251 29,330 -3,921 0.20% -$2.37M
TAIWAN SEMIC MFG CO LTD SP ADR 14,614 12,449 -2,165 0.19% -$275.34K
LENNAR CORP CL A 37,878 36,789 -1,089 0.18% -$665.28K
LPL FINL HLDGS INC 11,993 10,692 -1,301 0.18% -$627.84K
HOWMET AEROSPACE INC 21,558 18,369 -3,189 0.18% -$617.65K
QUANTA SVCS INC 9,345 7,963 -1,382 0.17% -$417.64K
MICRON TECHNOLOGY INC 9,957 9,067 -890 0.17% $1.53M
ARGENX SE SPONSORED ADR 5,073 4,338 -735 0.17% -$506.16K
HP INC 184,865 183,984 -881 0.16% -$1.54M
TRADEWEB MARKETS INC A 36,401 33,733 -2,668 0.16% -$359.44K
HEICO CORP CL A 19,455 13,535 -5,920 0.16% -$1.37M
DARDEN RESTAURANTS INC 20,268 17,220 -3,048 0.16% -$218.47K
UBER TECHNOLOGIES INC 55,386 42,383 -13,003 0.16% -$1.95M
3M CO 38,426 22,126 -16,300 0.16% -$3.01M
INSMED INC 34,248 21,455 -12,793 0.15% -$3.13M
LYONDELLBASELL-A 86,082 67,482 -18,600 0.15% -$689.31K
CARLISLE COS INC 15,275 9,675 -5,600 0.15% -$1.67M
CRH PLC 33,082 26,882 -6,200 0.15% -$649.44K
DOMINOS PIZZA INC 8,040 7,881 -159 0.15% $30.19K
BWX TECHNOLOGIES INC 16,036 15,528 -508 0.15% -$235.53K
WALT DISNEY CO/T 30,949 27,767 -3,182 0.14% -$353.36K
ADV MICRO DEVICE 14,557 13,088 -1,469 0.14% -$630.02K
THERMO FISHER SCIENTIFIC INC 5,403 5,016 -387 0.13% -$163.30K
QUEST DIAGNOSTICS INC 22,894 15,380 -7,514 0.13% -$1.15M
AT&T INC 124,541 107,517 -17,024 0.13% -$264.37K
CHEVRON CORP 30,845 15,745 -15,100 0.13% -$2.08M
INTERACTIVE BROKERS GROUP INC 63,046 34,902 -28,144 0.12% -$1.82M
BJS WHSL CLUB HLDGS INC 41,092 27,271 -13,821 0.12% -$1.11M
CLEAN HARBORS INC 16,606 9,027 -7,579 0.11% -$1.15M
DEXCOM INC 34,422 29,207 -5,215 0.10% $129.23K
HOME DEPOT INC 9,950 5,579 -4,371 0.10% -$1.69M
DUKE ENERGY CORP NEW 17,144 16,370 -774 0.09% -$144.50K
CONSTELLATION ENERGY CORP 6,912 6,902 -10 0.09% -$668.57K
DANAHER CORP 9,352 8,761 -591 0.09% -$96.54K
ROYALTY PHARMA-A 154,547 45,147 -109,400 0.09% -$3.92M
BOSTON SCIENTIFIC CORP 21,129 19,424 -1,705 0.08% -$311.39K
STRYKER CORP 5,126 4,763 -363 0.08% -$65.87K
DIAMONDBACK ENERGY INC 11,836 10,081 -1,755 0.08% -$42.02K
CHIPOTLE MEXICAN GRILL INC 54,178 41,877 -12,301 0.07% -$89.14K
INTEL CORP 41,895 34,306 -7,589 0.07% -$81.18K
BUILDERS FIRSTSOURCE 16,319 13,901 -2,418 0.07% -$305.50K
TEXAS INSTRUMENTS INC 8,120 7,374 -746 0.07% $278.41K
SALESFORCE INC 8,337 7,365 -972 0.07% -$607.52K
T-MOBILE US INC 7,868 7,427 -441 0.07% -$187.99K
AMPHENOL CORPORATION CL A 10,766 9,732 -1,034 0.06% -$97.95K
SEMPRA ENERGY 14,395 14,289 -106 0.06% -$80.19K
ANALOG DEVICES INC 4,430 3,978 -452 0.06% $199.48K
Spotify Technology SA 2,605 2,347 -258 0.05% -$532.79K
VISTRA CORP 7,428 7,316 -112 0.05% -$240.20K
INTUIT INC 7,734 2,220 -5,514 0.05% -$4.06M
WARNER BROS DISCOVERY INC 40,025 37,333 -2,692 0.05% $129.59K
ADOBE INC 3,802 3,404 -398 0.05% -$295.64K
ELECTRONIC ARTS INC 31,792 4,719 -27,073 0.04% -$5.40M
THE BOOKING HOLDINGS INC 324 178 -146 0.04% -$754.86K
CROWDSTRIKE HOLDINGS INC 2,137 1,921 -216 0.04% -$312.47K
BECTON DICKINSON and CO 4,101 3,834 -267 0.04% $47.25K
KEURIG DR PEPPER INC 104,874 28,104 -76,770 0.04% -$2.08M
ZOETIS INC CL A 6,377 5,862 -515 0.03% -$187.17K
IDEXX LABS INC 1,141 1,062 -79 0.03% -$6.24K
WESTERN DIGITAL CORP 3,190 2,759 -431 0.03% $211.21K
SEAGATE TECHNOLO 1,936 1,677 -259 0.03% $188.31K
CORNING INC 7,008 6,243 -765 0.03% $20.32K
JANUS HENDERSON 63,449 13,349 -50,100 0.03% -$2.12M
CADENCE DESIGN SYSTEMS INC 2,430 2,145 -285 0.03% -$187.32K
ROBLOX CORP - A 10,125 9,512 -613 0.03% -$525.91K
EDWARDS LIFESCIENCES CORP 8,240 7,649 -591 0.03% -$57.07K
TAKE-TWO INTERACTV SOFTWR INC 2,928 2,742 -186 0.03% -$146.59K
STARBUCKS CORP 11,349 6,318 -5,031 0.03% -$336.85K
CLOROX CO 7,383 5,104 -2,279 0.03% -$254.61K
AMERICAN WATER WRKS COMPANY 4,728 4,446 -282 0.03% -$33.11K
MOTOROLA SOLUTIONS INC 1,566 1,330 -236 0.02% -$101.53K
TE CONNECTIVITY 2,650 2,357 -293 0.02% -$129.48K
MARVELL TECHNOLOGY INC 7,679 6,634 -1,045 0.02% -$196.27K
IQVIA HOLDINGS INC 2,797 2,245 -552 0.02% -$88.75K
FIRST HORIZON CORP 368,882 20,982 -347,900 0.02% -$7.37M
RESMED INC 2,083 1,952 -131 0.02% -$10.03K
AGILENT TECHNOLOGIES INC 4,615 3,739 -876 0.02% -$174.99K
HEALTHPEAK PROPERTIES INC 49,193 27,793 -21,400 0.02% -$403.86K
GE HEALTHCARE TECHNOLOGIES INC WI 7,445 6,044 -1,401 0.02% -$80.71K
RITHM CAPITAL CORP 129,700 42,000 -87,700 0.02% -$963.33K
O'REILLY AUTOMOTIVE INC 8,485 4,473 -4,012 0.02% -$361.14K
CLOUDFLARE INC-A 2,724 2,419 -305 0.02% -$260.98K
GENERAL MOTORS CO 9,600 5,047 -4,553 0.02% -$239.32K
FORTINET INC 5,694 5,085 -609 0.02% -$78.93K
VEEVA SYSTEMS-A 2,141 1,989 -152 0.02% -$217.86K
NIKE INC CL B 11,586 6,151 -5,435 0.02% -$368.15K
MARRIOTT INTL-A 2,264 1,203 -1,061 0.02% -$210.65K
METTLER-TOLEDO INTL INC 337 271 -66 0.02% -$105.14K
DOORDASH INC-A 3,394 1,818 -1,576 0.02% -$491.33K
LIVE NATION ENTERTAINMENT INC 2,609 2,449 -160 0.02% -$33.92K
STERIS PLC 1,598 1,312 -286 0.02% -$32.12K
STRATEGY INC CL A 2,361 2,275 -86 0.02% -$295.72K
AUTOZONE INC 166 88 -78 0.01% -$283.98K
ROPER TECHNOLOGIES INC 959 873 -86 0.01% -$103.77K
DATADOG INC CL A 2,747 2,490 -257 0.01% -$125.23K
ROSS STORES INC 3,201 1,698 -1,503 0.01% -$188.38K
MICROCHIP TECHNOLOGY 4,674 4,216 -458 0.01% $28.33K
HUMANA INC 1,964 1,627 -337 0.01% -$228.77K
CHARTER COMMUNICATIONS INC A 1,611 1,507 -104 0.01% -$66.09K
WORKDAY INC CL A 1,914 1,742 -172 0.01% -$153.26K
TERADYNE INC 1,339 1,265 -74 0.01% $61.55K
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 3,634 3,471 -163 0.01% -$60.81K
LABCORP HOLDINGS INC 1,360 1,099 -261 0.01% -$46.99K
CARVANA CO CL A 1,209 732 -477 0.01% -$76.99K
WATERS CORP 968 787 -181 0.01% -$46.66K
FORD MOTOR CO 38,965 20,870 -18,095 0.01% -$221.93K
AIRBNB INC CLASS A 4,142 2,230 -1,912 0.01% -$235.63K
ILLUMINA INC 2,507 1,983 -524 0.01% -$22.56K
DELL TECHNOLOGIES INC CL C 2,696 2,498 -198 0.01% -$150.91K
CENTENE CORP 8,022 6,318 -1,704 0.01% -$10.04K
FAIR ISAAC CORP 211 186 -25 0.01% -$78.01K
FOX CORP CL A 3,760 3,334 -426 0.01% -$435
INSULET CORP 1,142 939 -203 0.01% -$117.25K
MONGODB INC CL A 692 627 -65 0.01% -$16.17K
TELEDYNE TECHNOLOGIES INC 424 374 -50 0.01% $8.62K
ZIMMER BIOMET HO 3,222 2,658 -564 0.01% -$92.57K
EQUITABLE HOLDINGS INC 53,800 4,900 -48,900 0.01% -$2.43M
EBAY INC 4,599 2,428 -2,171 0.01% -$152.46K
HOLOGIC INC 3,602 2,949 -653 0.01% -$45.26K
WEST PHARMACEUTICAL SVCS INC 1,164 943 -221 0.01% -$110.38K
TRADE DESK INC-A 15,539 7,110 -8,429 0.01% -$565.65K
COOPER COS INC 3,233 2,643 -590 0.01% -$10.93K
PINTEREST INC CL A 9,707 9,483 -224 0.01% -$111.44K
DR HORTON INC 2,713 1,398 -1,315 0.01% -$196.38K
JABIL INC 842 833 -9 0.01% $11.59K
ZOOM VIDEO COMMUNICATIONS INC CL A 2,312 2,130 -182 0.01% -$5.50K
ON SEMICONDUCTOR CORP 3,511 3,254 -257 0.01% $19.05K
FIRST SOLAR INC 881 814 -67 0.01% -$51.60K
VERISIGN INC 912 749 -163 0.01% -$35.77K
CARNIVAL CORP 10,572 5,791 -4,781 0.01% -$130.94K
PURE STORAGE INC CL A 2,728 2,445 -283 0.01% -$99.23K
EXPEDIA INC 1,206 623 -583 0.01% -$100.32K
ZSCALER INC 865 785 -80 0.01% -$129.43K
ATLASSIAN CORP PLC CLS A 1,410 1,284 -126 0.01% -$87.14K
PTC INC 1,062 959 -103 0.01% -$61.12K
TRACTOR SUPPLY CO. 5,289 2,789 -2,500 0.01% -$144.28K
TWILIO INC CLASS A 1,256 1,173 -83 0.01% -$28.11K
TYLER TECHNOLOGIES INC 383 350 -33 0.01% -$53.12K
F5 INC 477 459 -18 0.01% $5.80K
GARTNER INC 630 593 -37 0.01% -$32.16K
SUPER MICRO COMPUTER INC 4,624 4,142 -482 0.01% -$119.69K
OKTA INC CL A 1,401 1,358 -43 0.01% -$13.51K
HUBSPOT INC 453 401 -52 0.01% -$110.56K
GODADDY INC CL A 1,159 1,113 -46 0.01% -$42.42K
GEN DIGITAL INC 5,023 4,515 -508 0.00% -$24.09K
NVR INC 27 14 -13 0.00% -$87.79K
GENUINE PARTS CO 1,383 738 -645 0.00% -$73.50K
EXPAND ENERGY CORP 21,900 900 -21,000 0.00% -$2.16M
LULULEMON ATHLETICA INC 1,045 543 -502 0.00% -$83.46K
GUIDEWIRE SOFTWARE INC 1,057 663 -394 0.00% -$153.63K
DYNATRACE INC 3,885 2,399 -1,486 0.00% -$105.09K
LAS VEGAS SANDS CORP 3,671 1,674 -1,997 0.00% -$129.60K
DOCUSIGN INC 2,531 1,602 -929 0.00% -$100.95K
DRAFTKINGS INC 4,782 2,522 -2,260 0.00% -$76.90K
BEST BUY CO INC 1,946 1,021 -925 0.00% -$93.38K
RIVIAN AUTOMOTIVE INC 7,379 3,998 -3,381 0.00% -$41.16K
LENNAR CORP CL B 100 53 -47 0.00% -$6.44K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
EOG RESOURCES INC 153,469 153,469 0 0.79% $965.32K
AUTOMATIC DATA PROCESSING INC 60,721 60,721 0 0.69% -$818.52K
MASCO CORPORATION 80,020 80,020 0 0.24% $106.43K
ZIONS BANCORP NA 78,206 78,206 0 0.22% $610.01K
UNITED PARCEL SERVICE INC CL B 43,733 43,733 0 0.21% $428.58K
SIMON PROPERTY 19,936 19,936 0 0.18% $310.00K
BROADRIDGE FINL 17,100 17,100 0 0.15% -$398.26K
BANK OZK 66,992 66,992 0 0.15% $172.17K
OWENS CORNING INC 26,033 26,033 0 0.14% -$194.47K
PROLOGIS INC REIT 23,761 23,761 0 0.14% $153.73K
EQUINIX INC 2,847 2,847 0 0.11% -$71.40K
UNUM GROUP 28,866 28,866 0 0.10% $73.61K
KIMCO REALTY CORPORATION 103,518 103,518 0 0.10% $43.48K
PUBLIC STORAGE 7,900 7,900 0 0.10% -$18.72K
FIRST INDUSTRIAL REALTY TRUST 35,600 35,600 0 0.09% $97.90K
INVITATION HOMES INC 72,000 72,000 0 0.09% -$102.24K
CAMDEN PROP TR 17,400 17,400 0 0.09% $166.52K
BRIXMOR PROPERTY 70,700 70,700 0 0.09% $44.54K
AMERICAN HEALTHCARE REIT INC 35,300 35,300 0 0.08% $56.13K
CARETRUST REIT INC 43,400 43,400 0 0.07% $116.75K
COUSINS PROPERTIES INC 55,400 55,400 0 0.06% -$38.23K
AXIS CAPITAL 13,000 13,000 0 0.06% $123.76K
CUBESMART 20,033 20,033 0 0.03% -$2.80K
REALTY INCOME CORP REIT 10,000 10,000 0 0.03% $31.80K
CROWN CASTLE INC 2,920 2,920 0 0.01% -$9.96K

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