SDLAX
SIIT DYNAMIC ASSET ALLOCATION FUND
SEI INSTITUTIONAL INVESTMENTS TRUST

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.

Nov 30, 2025 → Feb 28, 2026

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

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
SWPT 12/15/2027 2 C SWAPTION 0 1,814,400,000 1,814,400,000 0.34% $7.34M
CRH PLC 0 16,920 16,920 0.09% $2.03M
COMFORT SYSTEMS USA INC 0 888 888 0.06% $1.27M
CIENA CORP 0 3,536 3,536 0.06% $1.23M
CARVANA CO CL A 0 3,570 3,570 0.05% $1.19M
USD CALL / CNH PUT EXPIRATION: 2/23/2027 0 16,100,000 16,100,000 0.05% $1.18M
BRK - JP MORGAN REF - BERYTR 0 65,397 65,397 0.05% $1.02M
BRK - JP MORGAN PAY - 2.62% FIXED 0 33,414 33,414 0.04% $957.75K
BRK - JP MORGAN REF - BERYTR 0 33,331 33,331 0.04% $905.91K
ARES MANAGEMENT CORP CL A 0 5,261 5,261 0.03% $589.28K
CFD_EQS BARCUS33 BV7DQ55 0 11,904 11,904 0.03% $576.51K
BRK- JPMORGAN REF - JMFX121E INDEX 0 675,298 675,298 0.00% $29.92K
REF : APPLE INC BRK - JPMORGAN 0 103,239,356 103,239,356 -0.01% -$117.37K
SWPT 12/15/2027 2 C SWAPTION 0 -2,721,600,000 -2,721,600,000 -0.15% -$3.33M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
U.S. Treasury Bills 105,000,000 0 -105,000,000 0.00% -$104.97M
KELLOGG CO 6,862 0 -6,862 0.00% -$573.94K
AMCOR PLC 59,522 0 -59,522 0.00% -$507.13K
DAYFORCE INC 3,986 0 -3,986 0.00% -$275.43K
SOLSTICE ADV MAT 4,149 0 -4,149 0.00% -$197.81K
LKQ CORP 6,595 0 -6,595 0.00% -$195.81K
MOHAWK INDUSTRIES INC 1,203 0 -1,203 0.00% -$139.43K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
APPLE INC COMMON STOCK 380,734 761,963 381,229 9.24% $95.13M
SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) 24,895,169 30,318,544 5,423,375 1.39% $5.42M
BOEING CO/THE COMMON STOCK 19,385 19,547 162 0.20% $783.76K
WELLTOWER INC 17,144 17,326 182 0.16% $18.84K
PALO ALTO NETWORKS INC 17,123 19,930 2,807 0.14% -$287.62K
SERVICENOW INC 5,333 25,871 20,538 0.13% -$1.54M
FIFTH THIRD BANCORP 17,189 22,551 5,362 0.05% $368.56K
WEC ENERGY GROUP INC 8,297 8,440 143 0.05% $57.30K
HUNTINGTON BANCSHARES INC 40,158 50,978 10,820 0.04% $201.86K
WATERS CORP 1,532 2,491 959 0.04% $177.54K
TEXAS PACIFIC LAND CORP 493 1,479 986 0.04% $349.33K
METTLER-TOLEDO INTL INC 531 533 2 0.03% -$55.69K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
US ULTRA BOND CBT Sep25 302,379,219 222,685,781 -79,693,438 23.46% $67.45M
NVIDIA CORP 625,991 609,640 -16,351 4.96% -$2.78M
MICROSOFT CORP 190,699 186,477 -4,222 3.36% -$20.59M
PUT Amazon.com, Inc. 01/02/2026 P205 248,981 244,115 -4,866 2.35% -$6.80M
ALPHABET INC CL A 149,231 146,015 -3,216 2.09% -$2.26M
BROADCOM INC 120,664 118,313 -2,351 1.74% -$10.82M
ALPHABET INC CL C 119,798 116,807 -2,991 1.67% -$1.97M
META PLATFORMS INC CL A 55,642 54,561 -1,081 1.62% -$687.88K
TESLA INC 71,988 70,395 -1,593 1.30% -$2.63M
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 47,040 45,986 -1,054 1.07% -$948.99K
LILLY ELI and CO 20,394 19,896 -498 0.96% -$1.00M
JPMORGAN CHASE and CO 70,538 68,238 -2,300 0.94% -$1.59M
EXXON MOBIL CORP 109,353 105,782 -3,571 0.74% $3.46M
JOHNSON&JOHNSON 61,773 60,404 -1,369 0.69% $2.22M
WALMART INC 112,581 109,838 -2,743 0.64% $1.61M
VISA INC-CLASS A 43,573 42,293 -1,280 0.62% -$1.03M
MICRON TECHNOLOGY INC 28,700 28,109 -591 0.53% $4.80M
COSTCO WHOLESALE CORP 11,375 11,086 -289 0.51% $813.53K
MASTERCARD INC CL A 21,173 20,516 -657 0.49% -$1.05M
ABBVIE INC 45,310 44,265 -1,045 0.47% -$44.07K
NETFLIX INC 108,990 106,168 -2,822 0.47% -$1.51M
PROCTER & GAMBLE 60,076 58,592 -1,484 0.45% $895.72K
HOME DEPOT INC 25,518 24,834 -684 0.43% $346.92K
GENERAL ELECTRIC CO 27,197 26,469 -728 0.42% $942.34K
CHEVRON CORP 49,357 47,440 -1,917 0.41% $1.40M
CATERPILLAR INC 12,014 11,742 -272 0.40% $1.81M
BANK OF AMERICA CORP COMMON STOCK 174,774 168,465 -6,309 0.39% -$982.01K
Common Stock 41,623 40,719 -904 0.37% -$901.90K
COCA-COLA CO/THE 99,332 97,013 -2,319 0.36% $649.22K
CISCO SYSTEMS INC 101,556 98,789 -2,767 0.36% $36.06K
PALANTIR TECHNOLOGIES INC 58,333 57,163 -1,170 0.36% -$1.98M
MERCK & CO 64,050 62,147 -1,903 0.35% $980.68K
APPLIED MATERIALS INC COMMON STOCK 20,576 19,965 -611 0.34% $2.24M
LAM RESEARCH CORP 32,452 31,516 -936 0.34% $2.31M
PHILIP MORRIS INTL INC 39,917 38,939 -978 0.33% $988.84K
RTX CORPORATION COMMON STOCK 34,325 33,662 -663 0.31% $816.81K
UNITEDHEALTH GRP 23,227 22,673 -554 0.31% -$1.01M
GOLDMAN SACHS GROUP INC 7,763 7,571 -192 0.30% $95.26K
WELLS FARGO & CO 82,153 78,703 -3,450 0.29% -$642.48K
ORACLE CORP 42,505 42,148 -357 0.28% -$2.46M
MCDONALDS CORP 18,298 17,812 -486 0.28% $369.28K
GE VERNOVA LLC 6,979 6,807 -172 0.27% $1.76M
LINDE PLC 12,023 11,650 -373 0.27% $985.85K
PEPSICO INC 35,104 34,160 -944 0.27% $576.95K
INTL BUS MACH CORP 23,890 23,368 -522 0.26% -$1.76M
VERIZON COMMUNICATIONS INC 108,100 105,226 -2,874 0.24% $832.04K
Common Stock 13,803 13,455 -348 0.24% $454.31K
INTEL CORP 112,217 111,972 -245 0.23% $555.52K
MORGAN STANLEY 31,108 30,491 -617 0.23% -$200.73K
ABBOTT LABORATORIES COMMON STOCK 44,630 43,472 -1,158 0.23% -$694.84K
KLA CORP 3,383 3,290 -93 0.23% $1.04M
AT&T INC 183,331 177,741 -5,590 0.23% $208.25K
CITIGROUP INC 47,200 45,169 -2,031 0.23% $87.25K
THERMO FISHER SCIENTIFIC INC 9,683 9,400 -283 0.22% -$822.57K
NEXTERA ENERGY INC 52,798 51,966 -832 0.22% $316.91K
TEXAS INSTRUMENTS INC 23,306 22,870 -436 0.22% $929.26K
WALT DISNEY CO/T 46,102 44,719 -1,383 0.22% -$74.27K
SALESFORCE INC 24,515 23,869 -646 0.21% -$1.00M
GILEAD SCIENCES INC 31,810 30,949 -861 0.21% $606.88K
TJX COS INC 28,602 27,766 -836 0.21% $143.44K
INTUITIVE SURGICAL INC 9,192 8,874 -318 0.21% -$803.28K
Common Stock 31,303 30,541 -762 0.20% $50.23K
Common Stock 12,719 12,316 -403 0.20% $1.01M
AMERICAN EXPRESS CO COMMON STOCK 13,918 13,465 -453 0.19% -$924.49K
SCHWAB CHARLES CORP 43,746 42,165 -1,581 0.18% -$42.46K
DEERE & CO 6,456 6,352 -104 0.18% $1.00M
PFIZER INC 145,751 143,358 -2,393 0.18% $212.22K
UBER TECHNOLOGIES INC 53,472 52,076 -1,396 0.18% -$753.37K
UNION PACIFIC CORP 15,202 14,762 -440 0.18% $387.36K
HONEYWELL INTL INC 16,274 16,001 -273 0.18% $769.98K
QUALCOMM INC 27,653 26,785 -868 0.17% -$835.08K
LOWES COS INC 14,366 14,039 -327 0.17% $230.83K
EATON CORP PLC 9,980 9,822 -158 0.17% $240.30K
NEWMONT CORP 28,149 27,178 -971 0.16% $979.18K
CONOCOPHILLIPS 32,010 30,874 -1,136 0.16% $664.00K
ARISTA NETWORKS INC COMMON STOCK 26,420 26,011 -409 0.16% $19.90K
S&P GLOBAL INC 8,011 7,826 -185 0.16% -$537.97K
THE BOOKING HOLDINGS INC 831 806 -25 0.16% -$667.19K
STRYKER CORP 8,819 8,622 -197 0.15% $67.24K
PROLOGIS INC REIT 23,787 23,397 -390 0.15% $278.37K
LOCKHEED MARTIN CORP 5,264 5,063 -201 0.15% $921.68K
DANAHER CORP 16,336 15,705 -631 0.15% -$396.58K
ACCENTURE PLC-A 15,968 15,507 -461 0.15% -$755.38K
BRISTOL-MYERS SQUIBB CO 52,160 51,226 -934 0.15% $628.69K
PARKER HANNIFIN CORP 3,275 3,162 -113 0.15% $368.96K
VERTEX PHARMACEUTICALS INC 6,571 6,354 -217 0.14% $307.61K
MEDTRONIC PLC 32,841 32,258 -583 0.14% -$308.83K
CHUBB LTD 9,503 9,183 -320 0.14% $315.52K
CAPITAL ONE FINANCIAL CORP 16,393 15,911 -482 0.14% -$478.39K
PROGRESSIVE CORP OHIO 15,026 14,567 -459 0.14% -$325.41K
MCKESSON CORP 3,188 3,065 -123 0.14% $217.28K
APPLOVIN CORP 6,941 6,755 -186 0.13% -$1.22M
CORNING INC 20,109 19,524 -585 0.13% $1.24M
ALTRIA GROUP INC 43,048 42,028 -1,020 0.13% $361.35K
BOSTON SCIENTIFIC CORP 37,987 37,263 -724 0.13% -$995.06K
INTUIT INC 7,152 6,965 -187 0.13% -$1.69M
COMCAST CORP CL A 94,376 90,907 -3,469 0.13% $295.59K
STARBUCKS CORP 29,129 28,542 -587 0.13% $260.26K
ADOBE INC 10,874 10,483 -391 0.13% -$730.25K
SOUTHERN CO 28,190 27,462 -728 0.12% $105.58K
HOWMET AEROSPACE INC 10,328 10,090 -238 0.12% $535.92K
T-MOBILE US INC 12,402 12,151 -251 0.12% $45.72K
CONSTELLATION ENERGY CORP 8,007 7,860 -147 0.12% -$324.57K
TRANE TECHNOLOGI 5,702 5,571 -131 0.12% $172.31K
CVS HEALTH CORP 32,503 31,861 -642 0.12% -$66.25K
DUKE ENERGY CORP NEW 19,927 19,441 -486 0.12% $74.10K
NORTHROP GRUMMAN CORP 3,472 3,383 -89 0.11% $463.73K
FREEPORT MCMORAN INC 36,763 35,717 -1,046 0.11% $851.54K
WESTERN DIGITAL CORP 8,946 8,645 -301 0.11% $956.86K
EQUINIX INC 2,507 2,440 -67 0.11% $488.65K
CROWDSTRIKE HOLDINGS INC 6,389 6,283 -106 0.11% -$915.87K
MARSH & MCLENNAN 12,597 12,329 -268 0.11% -$8.60K
WILLIAMS COS INC 31,502 30,652 -850 0.11% $370.90K
GENERAL DYNAMICS CORPORATION 6,469 6,320 -149 0.10% $46.55K
AMERICAN TOWER CORP 11,997 11,717 -280 0.10% $73.33K
WASTE MANAGEMENT INC 9,561 9,334 -227 0.10% $164.95K
JOHNSON CONTROLS 16,764 15,427 -1,337 0.10% $276.30K
3M CO 13,647 13,339 -308 0.10% -$142.76K
AUTOMATIC DATA PROCESSING COMMON STOCK 10,380 10,192 -188 0.10% -$465.26K
SEAGATE TECHNOLO 5,485 5,305 -180 0.10% $645.95K
EMERSON ELECTRIC CO 14,519 14,139 -380 0.10% $194.91K
UNITED PARCEL SERVICE INC CL B 18,852 18,357 -495 0.10% $322.84K
HCA HEALTHCARE INC 4,196 3,986 -210 0.10% -$21.40K
US BANCORP DEL 40,145 38,625 -1,520 0.10% $142.13K
BLACKSTONE INC 18,890 18,568 -322 0.10% -$660.82K
SHERWIN WILLIAMS CO 5,940 5,788 -152 0.10% $57.15K
FEDEX CORP 5,597 5,420 -177 0.10% $554.56K
BANK OF NEW YORK MELLON CORP COMMON STOCK 18,180 17,604 -576 0.10% $58.66K
QUANTA SERVICES INC COMMON STOCK 3,816 3,695 -121 0.10% $306.60K
PNC FINANCIAL SERVICES GRP INC 10,159 9,763 -396 0.10% $135.65K
CADENCE DESIGN SYSTEMS INC 6,982 6,822 -160 0.09% -$121.12K
MOTOROLA SOLUTIONS INC 4,298 4,165 -133 0.09% $419.73K
CUMMINS INC 3,529 3,429 -100 0.09% $244.72K
CSX CORP 48,089 46,719 -1,370 0.09% $294.01K
O'REILLY AUTOMOTIVE INC 21,739 21,201 -538 0.09% -$220.51K
MONDELEZ INTL INC 33,381 32,294 -1,087 0.09% $66.92K
ECOLAB INC 6,564 6,373 -191 0.09% $158.96K
COLGATE-PALMOLIVE CO 20,847 19,797 -1,050 0.09% $286.78K
ROYAL CARIBBEAN 6,470 6,306 -164 0.09% $238.28K
REGENERON PHARMACEUTICALS INC 2,628 2,499 -129 0.09% -$96.95K
THE CIGNA GROUP 6,885 6,702 -183 0.09% $33.30K
SYNOPSYS INC 4,774 4,664 -110 0.09% -$64.68K
MARRIOTT INTL-A 5,811 5,650 -161 0.09% $159.64K
SLB LTD 38,478 37,180 -1,298 0.09% $514.38K
ILLINOIS TOOL WORKS INC 6,842 6,419 -423 0.09% $159.98K
TRANSDIGM GROUP INC 1,454 1,414 -40 0.08% -$135.54K
NIKE INC CL B 30,432 29,596 -836 0.08% -$126.54K
GENERAL MOTORS CO 24,559 23,351 -1,208 0.08% $32.38K
HILTON WORLDWIDE HOLDINGS INC 6,066 5,895 -171 0.08% $108.95K
AON PLC-CLASS A 5,562 5,420 -142 0.08% -$150.26K
CENCORA INC COMMON STOCK 5,001 4,855 -146 0.08% -$38.28K
AMERICAN ELECTRIC POWER COMMON STOCK 13,696 13,265 -431 0.08% $79.97K
ELEVANCE HEALTH INC COMMON STOCK 5,809 5,532 -277 0.08% -$194.71K
NORFOLK SOUTHERN CORP 5,787 5,617 -170 0.08% $77.57K
TRAVELERS COS INC/THE COMMON STOCK 5,807 5,635 -172 0.08% $38.55K
WARNER BROS DISCOVERY INC 63,465 61,693 -1,772 0.08% $214.73K
CINTAS CORP 8,835 8,568 -267 0.08% $79.80K
TE CONNECTIVITY 7,622 7,398 -224 0.08% -$21.07K
L3HARRIS TECHNOLOGIES INC 4,790 4,637 -153 0.08% $355.45K
EOG RESOURCES INC 13,981 13,504 -477 0.08% $167.73K
ROSS STORES INC 8,373 8,084 -289 0.08% $185.73K
SIMON PROPERTY 8,420 8,143 -277 0.08% $91.14K
DOORDASH INC-A 9,551 9,325 -226 0.08% -$249.05K
PACCAR INC 13,441 13,018 -423 0.08% $224.49K
KINDER MORGAN INC 50,158 48,324 -1,834 0.07% $237.42K
BAKER HUGHES CO 25,233 24,237 -996 0.07% $315.01K
VALERO ENERGY CORP 8,012 7,705 -307 0.07% $160.55K
SEMPRA ENERGY 16,829 16,221 -608 0.07% -$32.45K
TRUIST FINL CORP 33,256 31,482 -1,774 0.07% $5.97K
AUTOZONE INC COMMON STOCK 428 413 -15 0.07% -$141.40K
PHILLIPS 66 10,423 10,044 -379 0.07% $122.56K
AIR PRODUCTS & CHEMICALS INC COMMON STOCK 5,698 5,495 -203 0.07% $27.34K
MONSTER BEVERAGE CORP 18,380 17,707 -673 0.07% $132.09K
REALTY INCOME CORP REIT 23,579 22,522 -1,057 0.07% $150.59K
KKR & CO INC 17,576 17,202 -374 0.07% -$641.45K
MARATHON PETROLEUM CORP 7,841 7,555 -286 0.07% -$21.56K
ROBINHOOD MARKETS INC 19,834 19,402 -432 0.07% -$1.08M
ARTHUR J GALLAGHAR AND CO 6,566 6,367 -199 0.07% -$172.92K
ZOETIS INC CL A 11,432 11,023 -409 0.07% -$20.24K
AIRBNB INC-CLASS A COMMON STOCK 11,066 10,692 -374 0.07% $149.98K
NXP SEMICONDUCTO 6,454 6,244 -210 0.07% $159.31K
DIGITAL REALTY TRUST INC 8,268 7,941 -327 0.06% $83.27K
ALLSTATE CORP COMMON STOCK 6,795 6,556 -239 0.06% -$40.81K
VISTRA CORP 8,215 7,902 -313 0.06% -$95.26K
AMETEK INC COMMON STOCK 5,955 5,705 -250 0.06% $186.32K
FORD MOTOR CO 100,064 96,592 -3,472 0.06% $32.13K
CARDINAL HEALTH INC 6,157 5,905 -252 0.06% $46.72K
MONOLITHIC POWER SYS INC 1,238 1,183 -55 0.06% $202.79K
AFLAC INC COMMON STOCK 12,413 11,961 -452 0.06% -$18.52K
UNITED RENTALS INC 1,659 1,596 -63 0.06% -$11.74K
CORTEVA INC 17,377 16,664 -713 0.06% $162.69K
IDEXX LABS INC 2,063 1,991 -72 0.06% -$245.64K
AUTODESK INC COMMON STOCK 5,480 5,309 -171 0.06% -$356.98K
FASTENAL CO 29,371 28,175 -1,196 0.06% $110.59K
ONEOK INC 16,191 15,493 -698 0.06% $103.33K
TARGET CORP COMMON STOCK 11,715 11,208 -507 0.06% $213.75K
CARRIER GLOBAL CORP 20,686 19,732 -954 0.06% $135.49K
BECTON DICKINSON AND CO COMMON STOCK 7,338 7,089 -249 0.06% -$172.65K
EDWARDS LIFESCIENCES CORP COMMON STOCK 15,027 14,436 -591 0.06% -$54.11K
WW GRAINGER INC 1,135 1,086 -49 0.06% $166.48K
TERADYNE INC 4,085 3,854 -231 0.06% $490.37K
EXELON CORP 26,078 24,927 -1,151 0.06% $4.34K
TARGA RESOURCES CORP 5,504 5,221 -283 0.06% $266.21K
CHIPOTLE MEXICAN GRILL INC 34,301 32,972 -1,329 0.06% $43.15K
FORTINET INC COMMON STOCK 16,798 15,527 -1,271 0.06% -$135.72K
XCEL ENERGY INC 15,251 14,570 -681 0.06% -$37.70K
APOLLO GLOBAL MANAGEMENT INC 11,868 11,527 -341 0.06% -$359.07K
PUBLIC STORAGE 4,071 3,855 -216 0.05% $66.06K
ENTERGY CORP 11,510 10,962 -548 0.05% $51.68K
YUM! BRANDS INC 7,191 6,865 -326 0.05% $52.69K
REPUBLIC SVCS 5,232 4,996 -236 0.05% $8.43K
ROCKWELL AUTOMATION INC 2,899 2,771 -128 0.05% -$18.55K
ELECTRONIC ARTS INC 5,806 5,560 -246 0.05% -$57.82K
AMERICAN INTERNATIONAL GROUP COMMON STOCK 14,284 13,704 -580 0.05% $15.17K
PAYPAL HOLDINGS 24,644 23,813 -831 0.05% -$444.53K
DELL TECHNOLOGIES INC CL C 7,819 7,397 -422 0.05% $52.68K
MSCI INC 1,995 1,909 -86 0.05% -$33.00K
CBRE GROUP INC - CL A 7,557 7,245 -312 0.05% -$153.15K
DR HORTON INC 7,164 6,609 -555 0.05% -$79.13K
DELTA AIR LI 16,720 16,019 -701 0.05% -$19.30K
AXON ENTERPRISE INC 2,021 1,939 -82 0.05% -$39.91K
PUB SERV ENTERP 12,867 12,208 -659 0.05% -$23.91K
EBAY INC 11,690 11,140 -550 0.05% $44.37K
VULCAN MATERIALS CO 3,415 3,246 -169 0.05% -$8.81K
METLIFE INC 14,403 13,797 -606 0.05% -$108.34K
COINBASE GLOBAL INC 5,834 5,629 -205 0.05% -$601.77K
CROWN CASTLE INC 11,260 10,668 -592 0.04% -$72.60K
GE HEALTHCARE TECHNOLOGIES INC WI 11,673 11,106 -567 0.04% $2.18K
EQT CORPORATION 16,150 15,192 -958 0.04% -$49.80K
ROPER TECHNOLOGIES INC 2,754 2,639 -115 0.04% -$305.95K
RESMED INC 3,745 3,546 -199 0.04% -$49.39K
OLD DOMINION FRT 4,764 4,472 -292 0.04% $263.52K
TAKE-TWO INTERACTV SOFTWR INC 4,471 4,273 -198 0.04% -$196.52K
ARCH CAPITAL GRP 9,503 8,984 -519 0.04% $7.23K
OTIS WORLDWIDE CORP 10,036 9,483 -553 0.04% -$13.95K
BLOCK INC CL A 14,168 13,455 -713 0.04% -$89.34K
AGILENT TECHNOLOGIES INC 7,323 6,970 -353 0.04% -$278.06K
PRUDENTL FINL 9,003 8,582 -421 0.04% -$130.28K
NRG ENERGY INC 5,028 4,680 -348 0.04% -$14.66K
COPART INC 22,932 21,654 -1,278 0.04% -$69.09K
FISERV INC 13,900 13,181 -719 0.04% -$33.39K
M&T BANK CORP 4,026 3,729 -297 0.04% $43.29K
COGNIZANT TECH SOLUTIONS CL A 12,489 11,906 -583 0.04% -$203.42K
XYLEM INC 6,274 5,919 -355 0.04% -$115.70K
PAYCHEX INC 8,358 7,930 -428 0.03% -$190.86K
WILLIS TOWERS WA 2,493 2,343 -150 0.03% -$85.24K
VERISK ANALYTICS INC 3,600 3,372 -228 0.03% -$110.33K
ON SEMICONDUCTOR CORP 10,715 9,894 -821 0.03% $119.43K
AMERICAN WATER WORKS CO INC COMMON STOCK 5,025 4,638 -387 0.03% -$22.69K
EXPEDIA INC 3,045 2,879 -166 0.03% -$157.60K
SOUTHWEST AIRLINES CO 13,767 12,547 -1,220 0.03% $138.84K
LENNAR CORP CL A 5,958 5,323 -635 0.03% -$173.55K
SMURFIT WESTROCK 13,677 12,362 -1,315 0.03% $93.01K
GENERAL MILLS INC 13,654 12,627 -1,027 0.03% -$75.40K
CHARTER COMMUNICATIONS INC A 2,432 2,190 -242 0.02% $27.15K
NVR INC 75 67 -8 0.02% -$59.35K
LULULEMON ATHLETICA INC 2,807 2,574 -233 0.02% -$40.37K
FORTIVE CORP 8,623 7,527 -1,096 0.02% -$15.56K
LOEWS CORP 4,459 3,985 -474 0.02% -$42.56K
BALL CORP COMMON STOCK 7,075 6,122 -953 0.02% $60.55K
DECKERS OUTDOOR CORP 3,811 3,314 -497 0.02% $53.15K
CF INDUSTRIES HOLDINGS INC 4,234 3,619 -615 0.02% $27.02K
MID AMERICA APT CMNTY INC 3,082 2,639 -443 0.02% -$65.56K
TKO GROUP HOLDINGS INC 1,824 1,577 -247 0.02% -$612
CLOROX CO 3,144 2,641 -503 0.02% -$3.53K
DOMINOS PIZZA INC 819 703 -116 0.01% -$60.71K
GODADDY INC CL A 3,628 3,230 -398 0.01% -$182.35K
GARTNER INC 1,949 1,748 -201 0.01% -$178.82K
CONAGRA BRANDS INC 12,117 9,308 -2,809 0.01% -$37.11K
DAVITA INC 994 563 -431 0.00% -$30.97K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ZSCALER INC CFD 479,501,368,825 479,501,368,825 0 2.24% -$999.47K
BLACKROCK INC 3,692 3,692 0 0.18% $58.81K
CME GROUP INC CL A 9,235 9,235 0 0.14% $351.30K
SWPT 05/28/2027 0.75375 C SWAPTION PAYER 1,615,000,000 1,615,000,000 0 0.13% -$261.43K
INTERCONTINENTAL EXCHANGE INC 14,666 14,666 0 0.11% $100.17K
SANDISK CORPORATION 3,540 3,540 0 0.10% $1.46M
MOODYS CORP 3,980 3,980 0 0.09% -$52.50K
DOMINION ENERGY INC 21,847 21,847 0 0.06% $8.08K
KEYSIGHT TECHNOLOGIES INC 4,404 4,404 0 0.06% $481.71K
WESTINGHOUSE AIR BRAKE TECH CORP 4,372 4,372 0 0.05% $242.21K
AMERIPRISE FINANCIAL INC 2,431 2,431 0 0.05% $34.96K
SYSCO CORP 12,147 12,147 0 0.05% $181.72K
PG&E CORP 56,649 56,649 0 0.05% $163.15K
SWPT 08/28/2026 0.3700 C SWAPTION PAYER 1,575,843,810 1,575,843,810 0 0.05% -$210.51K
KEURIG DR PEPPER INC 35,109 35,109 0 0.05% $83.56K
KROGER CO 15,560 15,560 0 0.05% $14.94K
GARMIN LTD 4,183 4,183 0 0.05% $240.56K
MARTIN MAR MTLS 1,557 1,557 0 0.05% $83.03K
NUCOR CORP 5,868 5,868 0 0.05% $102.04K
CONSOLIDATED EDISON INC 9,223 9,223 0 0.05% $112.15K
MICROCHIP TECHNOLOGY 13,791 13,791 0 0.05% $290.44K
NASDAQ INC 11,686 11,686 0 0.05% -$39.03K
HARTFORD INSURANCE GROUP INC/THE 7,191 7,191 0 0.05% $27.33K
VENTAS INC REIT 11,623 11,623 0 0.05% $64.28K
OCCIDENTAL PETROLEUM CORP 18,366 18,366 0 0.04% $203.50K
KIMBERLY CLARK CORP 8,553 8,553 0 0.04% $19.84K
KENVUE INC 49,057 49,057 0 0.04% $86.83K
DATADOG INC CL A 8,273 8,273 0 0.04% -$397.52K
HERSHEY CO/THE 3,829 3,829 0 0.04% $184.56K
UNITED AIRLINES HOLDINGS INC 8,274 8,274 0 0.04% $35.91K
DOLLAR GENERAL CORP 5,617 5,617 0 0.04% $262.59K
CARNIVAL CORP 27,743 27,743 0 0.04% $160.08K
INGERSOLL RAND INC 9,271 9,271 0 0.04% $127.94K
FAIR ISAAC CORP 609 609 0 0.04% -$241.45K
ARCHER-DANIELS-MIDLAND CO COMMON STOCK 12,275 12,275 0 0.04% $101.88K
DIAMONDBACK ENERGY INC 4,807 4,807 0 0.04% $103.30K
EMCOR GROUP INC 1,147 1,147 0 0.04% $125.65K
VICI PROPERTIES 27,509 27,509 0 0.04% $38.24K
TAPESTRY INC 5,344 5,344 0 0.04% $246.84K
EXTRA SPACE STORAGE INC 5,469 5,469 0 0.04% $97.68K
IRON MOUNTAIN INC 7,610 7,610 0 0.04% $167.27K
INTERACTIVE BROKERS GROUP INC 11,533 11,533 0 0.04% $71.16K
TELEDYNE TECHNOLOGIES INC 1,202 1,202 0 0.04% $218.26K
CBOE GLOBAL MARKETS INC 2,691 2,691 0 0.04% $111.81K
DTE ENERGY CO 5,349 5,349 0 0.04% $59.96K
DOVER CORP 3,515 3,515 0 0.04% $141.37K
ULTA BEAUTY INC 1,157 1,157 0 0.04% $168.88K
HALLIBURTON CO 21,957 21,957 0 0.04% $214.74K
AMEREN CORPORATION COMMON STOCK 6,967 6,967 0 0.04% $48.28K
IQVIA HOLDINGS INC 4,382 4,382 0 0.04% -$224.36K
ATMOS ENERGY CORP COMMON STOCK 4,136 4,136 0 0.04% $43.10K
PPL CORPORATION 18,991 18,991 0 0.03% $39.50K
WORKDAY INC CL A 5,529 5,529 0 0.03% -$452.60K
DEXCOM INC 10,059 10,059 0 0.03% $100.19K
EDISON INTL 9,822 9,822 0 0.03% $155.68K
HEWLETT PACKARD ENTERPRISE CO 33,807 33,807 0 0.03% -$13.52K
BIOGEN INC 3,782 3,782 0 0.03% $36.80K
EVERSOURCE ENERGY 9,485 9,485 0 0.03% $85.65K
JABIL INC 2,715 2,715 0 0.03% $147.37K
CENTERPOINT ENERGY INC 16,536 16,536 0 0.03% $58.21K
PPG INDUSTRIES INC 5,759 5,759 0 0.03% $133.78K
DEVON ENERGY CORP 16,201 16,201 0 0.03% $104.82K
TRACTOR SUPPLY CO. 13,543 13,543 0 0.03% -$39.82K
NORTHERN TRUST CORP 4,883 4,883 0 0.03% $57.38K
HUBBELL INC 1,357 1,357 0 0.03% $108.83K
RAYMOND JAMES FINANCIAL INC. 4,534 4,534 0 0.03% -$15.69K
OMNICOM GROUP INC 8,132 8,132 0 0.03% $111.16K
PULTEGROUP INC 5,037 5,037 0 0.03% $50.42K
STEEL DYNAMICS INC 3,563 3,563 0 0.03% $90.14K
QNITY ELECTRONICS INC 5,396 5,396 0 0.03% $246.44K
FIDELITY NATL INFORM SVCS INC 13,357 13,357 0 0.03% -$197.82K
FIRSTENERGY CORP 13,246 13,246 0 0.03% $45.57K
CITIZENS FINANCIAL GROUP INC 11,107 11,107 0 0.03% $67.64K
EQUIFAX INC 3,162 3,162 0 0.03% -$10.78K
ESTEE LAUDER COS INC CL A 6,031 6,031 0 0.03% $92.88K
CHURCH & DWIGHT 6,271 6,271 0 0.03% $123.54K
CINCINNATI FINANCIAL CORP 4,006 4,006 0 0.03% -$14.46K
SYNCHRONY FINANCIAL 9,505 9,505 0 0.03% -$78.42K
EXPAND ENERGY CORP 6,085 6,085 0 0.03% -$85.25K
LIVE NATION ENTERTAINMENT INC 4,036 4,036 0 0.03% $123.86K
DARDEN RESTAURANTS INC 3,037 3,037 0 0.03% $104.08K
AVALONBAY COMMUNITIES INC REIT 3,663 3,663 0 0.03% -$17.25K
WILLIAMS-SONOMA INC 3,140 3,140 0 0.03% $80.51K
REGIONS FINANCIAL CORP 22,975 22,975 0 0.03% $54.68K
DOLLAR TREE INC 4,951 4,951 0 0.03% $77.58K
STERIS PLC 2,476 2,476 0 0.03% -$34.49K
LABCORP HOLDINGS INC 2,130 2,130 0 0.03% $43.32K
VERALTO CORP 6,291 6,291 0 0.03% -$23.84K
QUEST DIAGNOSTICS INC 2,853 2,853 0 0.03% $64.85K
CMS ENERGY CORP 7,638 7,638 0 0.03% $20.09K
COTERRA ENERGY INC 19,426 19,426 0 0.03% $72.85K
CORPAY INC 1,824 1,824 0 0.03% $53.44K
INTL PAPER CO 13,592 13,592 0 0.03% $55.32K
CONSTELLATION BRANDS INC CL A 3,741 3,741 0 0.03% $80.36K
HUMANA INC 3,073 3,073 0 0.03% -$169.72K
LEIDOS HOLDINGS INC 3,296 3,296 0 0.03% -$52.74K
NISOURCE INC 12,121 12,121 0 0.03% $38.42K
CH ROBINSON WORLDWIDE INC 3,039 3,039 0 0.03% $80.17K
BROADRIDGE FINL 3,017 3,017 0 0.03% -$127.38K
EQUITY RESIDENTIAL REIT 8,867 8,867 0 0.03% $12.95K
SBA COMMUNICATIONS CORP 2,764 2,764 0 0.03% $19.04K
DOW INC 17,977 17,977 0 0.03% $123.68K
WR BERKLEY CORP COMMON STOCK 7,648 7,648 0 0.03% -$45.81K
INTL FLVR & FRAG 6,655 6,655 0 0.03% $84.85K
FIRST SOLAR INC 2,762 2,762 0 0.02% -$209.14K
DUPONT DE NEMOURS INC 10,792 10,792 0 0.02% $110.83K
KRAFT HEINZ CO/T 21,941 21,941 0 0.02% -$19.75K
CENTENE CORP 12,003 12,003 0 0.02% $66.50K
BROWN & BROWN 7,480 7,480 0 0.02% -$64.40K
T ROWE PRICE GRP 5,658 5,658 0 0.02% -$43.85K
PACKAGING CORP OF AMERICA 2,278 2,278 0 0.02% $63.94K
ALBEMARLE CORP COMMON STOCK 2,916 2,916 0 0.02% $141.95K
NETAPP INC 5,153 5,153 0 0.02% -$64.57K
SNAP-ON INCORPORATED 1,321 1,321 0 0.02% $59.67K
ZIMMER BIOMET HO 5,136 5,136 0 0.02% $4.73K
EVERGY INC 6,025 6,025 0 0.02% $36.21K
EXPEDITORS INTL OF WASH INC 3,461 3,461 0 0.02% -$6.47K
PRINCIPAL FINL GROUP INC 5,216 5,216 0 0.02% $55.29K
VERISIGN INC COMMON STOCK 2,182 2,182 0 0.02% -$52.48K
KEYCORP 23,977 23,977 0 0.02% $56.59K
PTC INC 3,098 3,098 0 0.02% -$58.37K
COSTAR GROUP INC 10,825 10,825 0 0.02% -$261.64K
GLOBAL PAYMENTS INC 6,244 6,244 0 0.02% $4.37K
MODERNA INC 8,887 8,887 0 0.02% $245.19K
ALLIANT ENERGY CORP COMMON STOCK 6,549 6,549 0 0.02% $18.80K
TYSON FOODS INC CL A 7,278 7,278 0 0.02% $50.51K
WEST PHARMACEUTICAL SVCS INC 1,834 1,834 0 0.02% -$42.02K
LENNOX INTL INC 814 814 0 0.02% $57.85K
WEYERHAEUSER CO 18,783 18,783 0 0.02% $43.58K
HP INC 24,195 24,195 0 0.02% -$131.38K
MCCORMICK-N/V 6,446 6,446 0 0.02% $22.95K
ROLLINS INC 7,381 7,381 0 0.02% -$4.35K
TEXTRON INC 4,555 4,555 0 0.02% $70.56K
HUNTINGTON INGALLS INDUSTRIES INC 1,008 1,008 0 0.02% $131.95K
LAS VEGAS SANDS CORP 7,880 7,880 0 0.02% -$90.15K
BUNGE GLOBAL SA 3,677 3,677 0 0.02% $90.38K
INSULET CORP 1,797 1,797 0 0.02% -$144.80K
HUNT J B TRANSPORT SERVICES IN 1,892 1,892 0 0.02% $112.48K
COOPER COS INC 5,238 5,238 0 0.02% $30.07K
VIATRIS INC 28,909 28,909 0 0.02% $122.57K
HOLOGIC INC 5,629 5,629 0 0.02% $2.20K
GENUINE PARTS CO 3,545 3,545 0 0.02% -$39.49K
ESSEX PROPERTY TRUST INC 1,657 1,657 0 0.02% -$14.10K
JACOBS SOLUTIONS INC 3,052 3,052 0 0.02% $9.31K
APTIV PLC 5,690 5,690 0 0.02% -$22.82K
PENTAIR PLC 4,218 4,218 0 0.02% -$25.52K
SUPER MICRO COMPUTER INC 12,913 12,913 0 0.02% -$18.85K
CDW CORPORATION 3,402 3,402 0 0.02% -$73.42K
KIMCO REALTY CORPORATION 17,412 17,412 0 0.02% $50.32K
INCYTE CORP 4,043 4,043 0 0.02% -$12.90K
TRIMBLE INC 6,078 6,078 0 0.02% -$88.43K
IDEX CORPORATION 1,935 1,935 0 0.02% $68.77K
NORDSON CORP 1,380 1,380 0 0.02% $76.98K
F5 INC 1,457 1,457 0 0.02% $46.92K
AVERY DENNISON CORP COMMON STOCK 2,005 2,005 0 0.02% $48.08K
TYLER TECHNOLOGIES INC 1,105 1,105 0 0.02% -$127.00K
INVITATION HOMES INC 14,508 14,508 0 0.02% -$26.98K
LYONDELLBASELL-A 6,610 6,610 0 0.02% $56.38K
MASCO CORPORATION 5,172 5,172 0 0.02% $34.91K
RALPH LAUREN CORP 1,016 1,016 0 0.02% -$4.81K
EVEREST RE GROUP 1,067 1,067 0 0.02% $22.62K
AKAMAI TECHNOLOGIES INC 3,584 3,584 0 0.02% $31.79K
ALLEGION PLC 2,172 2,172 0 0.02% -$10.60K
HASBRO INC 3,420 3,420 0 0.02% $58.11K
STANLEY BLACK and DECKER INC 3,863 3,863 0 0.02% $57.83K
REGENCY CENTERS CORP REIT 4,197 4,197 0 0.02% $32.90K
GEN DIGITAL INC 14,629 14,629 0 0.02% -$55.59K
HOST HOTELS & RE 16,791 16,791 0 0.02% $32.91K
ALIGN TECHNOLOGY INC COMMON STOCK 1,709 1,709 0 0.01% $73.33K
GENERAC HOLDINGS INC 1,406 1,406 0 0.01% $103.68K
HEALTHPEAK PROPERTIES INC 17,856 17,856 0 0.01% -$10.36K
BEST BUY CO INC COMMON STOCK 5,091 5,091 0 0.01% -$88.13K
JM SMUCKER CO/THE 2,709 2,709 0 0.01% $31.88K
AES CORP 17,607 17,607 0 0.01% $56.69K
JACK HENRY 1,870 1,870 0 0.01% -$22.48K
GLOBE LIFE INC COMMON STOCK 2,062 2,062 0 0.01% $21.71K
PINNACLE WEST CAPITAL CORP 2,970 2,970 0 0.01% $28.04K
CAMDEN PROP TR 2,744 2,744 0 0.01% $5.49K
BUILDERS FIRSTSOURCE 2,841 2,841 0 0.01% -$22.56K
UNIVERSAL HLTH-B 1,421 1,421 0 0.01% -$53.33K
ASSURANT INC 1,263 1,263 0 0.01% $1.81K
ZEBRA TECHNOLOGIES CORP CL A 1,288 1,288 0 0.01% -$37.08K
REVVITY INC 2,931 2,931 0 0.01% -$17.88K
NORWEGIAN CRUISE 11,600 11,600 0 0.01% $73.43K
UDR INC 7,651 7,651 0 0.01% $8.26K
FOX CORP CL A 5,045 5,045 0 0.01% -$46.21K
SOLVENTUM CORP 3,783 3,783 0 0.01% -$41.84K
BAXTER INTERNATIONAL INC COMMON STOCK 13,734 13,734 0 0.01% $22.39K
INVESCO LTD 10,601 10,601 0 0.01% $19.19K
TRADE DESK INC-A 11,475 11,475 0 0.01% -$180.62K
APA CORP 9,000 9,000 0 0.01% $48.60K
NEWS CORP NEW CL A 9,662 9,662 0 0.01% -$13.43K
WYNN RESORTS LTD 2,155 2,155 0 0.01% -$44.16K
SKYWORKS SOLUTIONS INC 3,866 3,866 0 0.01% -$24.63K
FED REALTY INVS 2,011 2,011 0 0.01% $20.19K
MOSAIC CO/THE 7,822 7,822 0 0.01% $26.20K
BXP INC 3,781 3,781 0 0.01% -$55.88K
HENRY SCHEIN INC 2,637 2,637 0 0.01% $20.62K
SMITH (AO) CORP 2,764 2,764 0 0.01% $33.22K
BIO-TECHNE CORP 3,644 3,644 0 0.01% -$20.08K
CHARLES RIVER LABS INTL INC 1,192 1,192 0 0.01% $417
MOLSON COORS BEVERAGE CO B 4,339 4,339 0 0.01% $10.76K
MOLINA HEALTHCARE INC 1,364 1,364 0 0.01% $7.90K
FRANKLIN RESOURCES INC 7,897 7,897 0 0.01% $31.19K
ALEXANDRIA REAL ESTATE EQUIT REIT 3,863 3,863 0 0.01% $1.43K
FACTSET RESEARCH SYSTEMS INC 951 951 0 0.01% -$57.50K
FOX CORPORATION B 3,904 3,904 0 0.01% -$25.49K
EPAM SYSTEMS INC 1,412 1,412 0 0.01% -$64.95K
MGM RESORTS INTERNATIONAL 5,314 5,314 0 0.01% $8.34K
POOL CORP 842 842 0 0.01% -$13.83K
HORMEL FOODS CRP 7,454 7,454 0 0.01% $17.82K
MATCH GROUP INC 5,940 5,940 0 0.01% -$10.16K
ERIE INDEMNITY CO CL A 676 676 0 0.01% -$17.61K
PAYCOM SOFTWARE INC 1,301 1,301 0 0.01% -$45.98K
LAMB WESTON HOLDINGS INC 3,322 3,322 0 0.01% -$36.11K
THE CAMPBELL'S COMPANY 4,541 4,541 0 0.01% -$16.03K
BROWN FORMAN CORP NON VTG CL B 4,220 4,220 0 0.01% -$506
PARAMOUNT SKYDANCE CORP 8,143 8,143 0 0.01% -$20.44K
NEWS CORP NEW CL B 2,542 2,542 0 0.00% -$6.74K
WHEAT MAY 26 965,749 965,749 0 0.00% -$165.24K
BRK: JPMORGAN REF: JMFX121E-INDEX 384,954 384,954 0 0.00% $302.04K
SWPT 03/27/2036 3.043 P SWAPTION PAYER 121,680,000 121,680,000 0 0.00% -$451.20K
SWPT 03/27/2027 2.425 P SWAPTION PAYER -1,078,480,000 -1,078,480,000 0 0.00% $19.24K
SWPT 05/28/2027 1.50375 C SWAPTION -1,615,000,000 -1,615,000,000 0 -0.01% $137.14K

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