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CAISSE DES DEPOTS ET CONSIGNATIONS

· CIK 0001056947
13F Portfolio $4.4B AUM 210 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 TTE TOTALENERGIES SE Energy 30,368,297 $1.98B 45.14% NEW $65.29 +40.0%
2 UBS UBS GROUP AG Financial Services 7,922,061 $369.6M 8.41% NEW $46.65 -0.6%
3 LIN LINDE PLC Basic Materials 738,746 $315.0M 7.17% NEW $426.39 +20.0%
4 ALC ALCON AG Healthcare 2,264,092 $180.8M 4.12% NEW $79.87 -20.3%
5 TT TRANE TECHNOLOGIES PLC Industrials 310,768 $121.0M 2.75% NEW $389.20 +23.8%
6 NVDA NVIDIA CORPORATION Technology 507,631 $94.7M 2.16% NEW $186.50 +26.4%
7 AAPL APPLE INC Technology 313,758 $85.3M 1.94% NEW $271.86 +10.4%
8 MSFT MICROSOFT CORP Technology 136,725 $66.1M 1.51% NEW $483.62 -15.3%
9 V VISA INC Financial Services 184,704 $64.8M 1.48% NEW $350.71 -8.0%
10 QGEN QIAGEN NV Healthcare 1,345,657 $61.4M 1.40% NEW $45.63 -27.0%
11 IR INGERSOLL RAND INC Industrials 682,627 $54.1M 1.23% NEW $79.22 -9.3%
12 AMZN AMAZON COM INC Consumer Cyclical 209,865 $48.4M 1.10% NEW $230.82 +14.4%
13 ACN ACCENTURE PLC IRELAND Technology 161,664 $43.4M 0.99% NEW $268.30 -37.1%
14 GOOGL ALPHABET INC Communication Services 135,552 $42.4M 0.97% NEW $313.00 +28.1%
15 AVGO BROADCOM INC Technology 101,306 $35.1M 0.80% NEW $346.10 +22.9%
16 GOOGL ALPHABET INC Communication Services 106,822 $33.5M 0.76% NEW $313.80 +27.8%
17 JPM JPMORGAN CHASE & CO. Financial Services 70,031 $22.6M 0.51% NEW $322.22 -6.9%
18 EL LAUDER ESTEE COS INC Consumer Defensive 202,550 $21.2M 0.48% NEW $104.72 -22.8%
19 WMT WALMART INC Consumer Defensive 145,303 $16.2M 0.37% NEW $111.41 +18.9%
20 EWY ISHARES INC 162,000 $15.9M 0.36% NEW $98.22 +82.1%
21 BAC BANK AMERICA CORP Financial Services 260,363 $14.3M 0.33% NEW $55.00 -9.5%
22 EWT ISHARES INC 225,000 $14.3M 0.33% NEW $63.55 +43.6%
23 JNJ JOHNSON & JOHNSON Healthcare 65,835 $13.6M 0.31% NEW $206.95 +11.5%
24 ABBV ABBVIE INC Healthcare 59,391 $13.6M 0.31% NEW $228.49 -7.9%
25 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 776,922 $12.4M 0.28% NEW $15.99 -6.1%
26 CSCO CISCO SYS INC Technology 160,420 $12.4M 0.28% NEW $77.03 +50.0%
27 GE GE AEROSPACE Industrials 39,963 $12.3M 0.28% NEW $308.03 -5.4%
28 PG PROCTER AND GAMBLE CO Consumer Defensive 83,859 $12.0M 0.27% NEW $143.31 -0.4%
29 CRM SALESFORCE INC Technology 44,636 $11.8M 0.27% NEW $264.91 -36.7%
30 KO COCA COLA CO Consumer Defensive 168,656 $11.8M 0.27% NEW $69.91 +15.1%
31 LLY ELI LILLY & CO Healthcare 10,834 $11.6M 0.27% NEW $1074.68 -6.3%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 39,191 $11.6M 0.26% NEW $296.21 -26.3%
33 MA MASTERCARD INCORPORATED Financial Services 19,898 $11.4M 0.26% NEW $570.88 -14.2%
34 RTX RTX CORPORATION Industrials 60,510 $11.1M 0.25% NEW $183.40 -4.2%
35 ORCL ORACLE CORP Technology 53,750 $10.5M 0.24% NEW $194.91 +0.4%
36 AMD ADVANCED MICRO DEVICES INC Technology 47,178 $10.1M 0.23% NEW $214.16 +98.0%
37 LRCX LAM RESEARCH CORP Technology 56,160 $9.6M 0.22% NEW $171.18 +74.8%
38 SCHW SCHWAB CHARLES CORP Financial Services 95,120 $9.5M 0.22% NEW $99.91 -10.5%
39 NEE NEXTERA ENERGY INC Utilities 116,696 $9.4M 0.21% NEW $80.28 +19.2%
40 HD HOME DEPOT INC Consumer Cyclical 26,436 $9.1M 0.21% NEW $344.10 -11.6%
41 MRK MERCK & CO INC Healthcare 83,500 $8.8M 0.20% NEW $105.26 +7.7%
42 PFE PFIZER INC Healthcare 351,577 $8.8M 0.20% NEW $24.90 +3.4%
43 CRH CRH PLC Basic Materials 68,384 $8.5M 0.19% NEW $124.80 -13.8%
44 PGR PROGRESSIVE CORP Financial Services 37,439 $8.5M 0.19% NEW $227.72 -13.9%
45 COTY COTY INC Consumer Defensive 2,700,000 $8.5M 0.19% NEW $3.15 -32.3%
46 BSX BOSTON SCIENTIFIC CORP Healthcare 87,694 $8.4M 0.19% NEW $95.35 -44.8%
47 UBER UBER TECHNOLOGIES INC Technology 98,498 $8.0M 0.18% NEW $81.71 -8.6%
48 GILD GILEAD SCIENCES INC Healthcare 63,322 $7.8M 0.18% NEW $122.74 +7.6%
49 ADBE ADOBE INC Technology 22,014 $7.7M 0.17% NEW $349.99 -29.3%
50 CSX CSX CORP Industrials 212,086 $7.7M 0.17% NEW $36.25 +26.7%
51 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 203,854 $7.5M 0.17% NEW $37.00 -11.8%
52 JCI JOHNSON CTLS INTL PLC Industrials 59,369 $7.1M 0.16% NEW $119.75 +20.1%
53 HON HONEYWELL INTL INC Industrials 36,238 $7.1M 0.16% NEW $195.09 +11.6%
54 F FORD MTR CO Consumer Cyclical 533,663 $7.0M 0.16% NEW $13.12 +10.4%
55 CAT CATERPILLAR INC Industrials 12,190 $7.0M 0.16% NEW $572.87 +55.1%
56 MS MORGAN STANLEY Financial Services 38,678 $6.9M 0.16% NEW $177.53 +9.6%
57 INTC INTEL CORP Technology 185,699 $6.9M 0.16% NEW $36.90 +214.2%
58 MMM 3M CO Industrials 42,150 $6.7M 0.15% NEW $160.10 -9.4%
59 ROL ROLLINS INC Consumer Cyclical 110,865 $6.7M 0.15% NEW $60.02 -11.0%
60 KDP KEURIG DR PEPPER INC Consumer Defensive 231,182 $6.5M 0.15% NEW $28.01 +3.9%
61 EQH EQUITABLE HLDGS INC Financial Services 134,238 $6.4M 0.15% NEW $47.65 -10.8%
62 MDT MEDTRONIC PLC Healthcare 66,461 $6.4M 0.14% NEW $96.06 -19.9%
63 GEV GE VERNOVA INC Utilities 9,667 $6.3M 0.14% NEW $653.57 +66.9%
64 HBAN HUNTINGTON BANCSHARES INC Financial Services 359,122 $6.2M 0.14% NEW $17.35 -10.6%
65 T AT&T INC Communication Services 247,042 $6.1M 0.14% NEW $24.84 -0.7%
66 FAST FASTENAL CO Industrials 152,430 $6.1M 0.14% NEW $40.13 +9.6%
67 CEG CONSTELLATION ENERGY CORP Utilities 17,181 $6.1M 0.14% NEW $353.27 -24.4%
68 NFLX NETFLIX INC Communication Services 63,922 $6.0M 0.14% NEW $93.76 -7.3%
69 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,192 $6.0M 0.14% NEW $257.23 -16.6%
70 PANW PALO ALTO NETWORKS INC Technology 31,442 $5.8M 0.13% NEW $184.20 +29.3%
71 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 74,987 $5.7M 0.13% NEW $76.67 +11.9%
72 WFC WELLS FARGO CO NEW Financial Services 61,110 $5.7M 0.13% NEW $93.20 -20.8%
73 CNH CNH INDL N V Industrials 614,777 $5.7M 0.13% NEW $9.22 +15.7%
74 NOW SERVICENOW INC Technology 36,105 $5.5M 0.13% NEW $153.19 -40.9%
75 CAH CARDINAL HEALTH INC Healthcare 26,814 $5.5M 0.12% NEW $205.50 -5.0%
76 KVUE KENVUE INC Consumer Defensive 318,100 $5.5M 0.12% NEW $17.25 -0.3%
77 FCX FREEPORT-MCMORAN INC Basic Materials 105,733 $5.4M 0.12% NEW $50.79 +30.2%
78 SBUX STARBUCKS CORP Consumer Cyclical 62,044 $5.2M 0.12% NEW $84.21 +26.4%
79 DHR DANAHER CORPORATION Healthcare 22,819 $5.2M 0.12% NEW $228.92 -28.1%
80 EXC EXELON CORP Utilities 117,405 $5.1M 0.12% NEW $43.59 +1.9%
81 PCG PG&E CORP Utilities 317,427 $5.1M 0.12% NEW $16.07 +4.6%
82 OTIS OTIS WORLDWIDE CORP Industrials 55,325 $4.8M 0.11% NEW $87.35 -16.4%
83 INTU INTUIT Technology 7,240 $4.8M 0.11% NEW $662.42 -42.9%
84 EXPD EXPEDITORS INTL WASH INC Industrials 31,950 $4.8M 0.11% NEW $149.01 +3.1%
85 EW EDWARDS LIFESCIENCES CORP Healthcare 51,766 $4.4M 0.10% NEW $85.25 -4.6%
86 HPE HEWLETT PACKARD ENTERPRISE C Technology 181,278 $4.4M 0.10% NEW $24.02 +42.1%
87 COST COSTCO WHSL CORP NEW Consumer Defensive 4,980 $4.3M 0.10% NEW $862.34 +20.7%
88 CPRT COPART INC Industrials 106,987 $4.2M 0.10% NEW $39.15 -16.6%
89 AMAT APPLIED MATLS INC Technology 16,074 $4.1M 0.09% NEW $256.99 +69.9%
90 PLD PROLOGIS INC. Real Estate 32,071 $4.1M 0.09% NEW $127.66 +11.7%
91 WY WEYERHAEUSER CO MTN BE Real Estate 171,730 $4.1M 0.09% NEW $23.69 -1.4%
92 PYPL PAYPAL HLDGS INC Financial Services 67,995 $4.0M 0.09% NEW $58.38 -22.9%
93 NKE NIKE INC Consumer Cyclical 62,263 $4.0M 0.09% NEW $63.71 -34.0%
94 DIS DISNEY WALT CO Communication Services 33,706 $3.8M 0.09% NEW $113.77 -7.3%
95 BK BANK NEW YORK MELLON CORP Financial Services 31,784 $3.7M 0.08% NEW $116.09 +16.3%
96 HOOD ROBINHOOD MKTS INC Financial Services 31,759 $3.6M 0.08% NEW $113.10 -28.6%
97 SOFI SOFI TECHNOLOGIES INC Financial Services 133,675 $3.5M 0.08% NEW $26.18 -38.8%
98 HUM HUMANA INC Healthcare 13,599 $3.5M 0.08% NEW $256.13 +17.7%
99 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 173,462 $3.4M 0.08% NEW $19.71 -26.3%
100 MU MICRON TECHNOLOGY INC Technology 11,832 $3.4M 0.08% NEW $285.41 +171.9%
101 CBRE CBRE GROUP INC Real Estate 20,782 $3.3M 0.08% NEW $160.79 -19.2%
102 APH AMPHENOL CORP NEW Technology 24,465 $3.3M 0.07% NEW $135.14 -7.5%
103 SYF SYNCHRONY FINANCIAL Financial Services 38,565 $3.2M 0.07% NEW $83.43 -14.6%
104 ABT ABBOTT LABS Healthcare 24,560 $3.1M 0.07% NEW $125.29 -32.6%
105 HIG HARTFORD INSURANCE GROUP INC Financial Services 22,188 $3.1M 0.07% NEW $137.80 -2.6%
106 DOW DOW INC Basic Materials 130,500 $3.1M 0.07% NEW $23.38 +65.9%
107 NEM NEWMONT CORP Basic Materials 29,116 $2.9M 0.07% NEW $99.85 +16.5%
108 ANET ARISTA NETWORKS INC Technology 22,011 $2.9M 0.07% NEW $131.03 +8.3%
109 MDLZ MONDELEZ INTL INC Consumer Defensive 53,164 $2.9M 0.07% NEW $53.83 +13.3%
110 CARR CARRIER GLOBAL CORPORATION Industrials 53,583 $2.8M 0.06% NEW $52.84 +22.4%
111 HST HOST HOTELS & RESORTS INC Real Estate 156,163 $2.8M 0.06% NEW $17.73 +21.5%
112 BWXT BWX TECHNOLOGIES INC Industrials 15,827 $2.7M 0.06% NEW $172.84 +18.4%
113 FTNT FORTINET INC Technology 33,548 $2.7M 0.06% NEW $79.41 +53.5%
114 FTV FORTIVE CORP Technology 46,308 $2.6M 0.06% NEW $55.21 +6.7%
115 KEY KEYCORP Financial Services 121,225 $2.5M 0.06% NEW $20.64 +2.1%
116 PNR PENTAIR PLC Industrials 23,370 $2.4M 0.06% NEW $104.14 -28.1%
117 BKNG BOOKING HOLDINGS INC Consumer Cyclical 453 $2.4M 0.06% NEW $5355.33 -97.1%
118 APP APPLOVIN CORP Technology 3,518 $2.4M 0.05% NEW $673.82 -25.6%
119 ECL ECOLAB INC Basic Materials 8,740 $2.3M 0.05% NEW $262.52 -5.2%
120 ISRG INTUITIVE SURGICAL INC Healthcare 3,974 $2.3M 0.05% NEW $566.36 -24.4%
121 WBD WARNER BROS DISCOVERY INC Communication Services 77,887 $2.2M 0.05% NEW $28.82 -5.9%
122 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,293 $2.2M 0.05% NEW $350.55 +13.2%
123 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,247 $2.1M 0.05% NEW $161.96 -3.9%
124 TRV TRAVELERS COMPANIES INC Financial Services 7,102 $2.1M 0.05% NEW $290.06 +2.8%
125 NVR NVR INC Consumer Cyclical 272 $2.0M 0.04% NEW $7292.77 -22.1%
126 CMI CUMMINS INC Industrials 3,822 $2.0M 0.04% NEW $510.45 +40.4%
127 JXN JACKSON FINANCIAL INC Financial Services 17,780 $1.9M 0.04% NEW $106.65 +4.4%
128 BWA BORGWARNER INC Consumer Cyclical 40,168 $1.8M 0.04% NEW $45.06 +40.3%
129 CVS CVS HEALTH CORP Healthcare 22,237 $1.8M 0.04% NEW $79.36 +22.4%
130 AIG AMERICAN INTL GROUP INC Financial Services 20,619 $1.8M 0.04% NEW $85.55 -11.0%
131 SNAP SNAP INC Communication Services 211,657 $1.7M 0.04% NEW $8.07 -33.6%
132 ADSK AUTODESK INC Technology 5,761 $1.7M 0.04% NEW $296.01 -20.1%
133 ETN EATON CORP PLC Industrials 5,185 $1.7M 0.04% NEW $318.51 +28.1%
134 ALHC ALIGNMENT HEALTHCARE INC Healthcare 82,053 $1.6M 0.04% NEW $19.75 -20.4%
135 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,515 $1.6M 0.04% NEW $293.57 +4.8%
136 LNC LINCOLN NATL CORP IND Financial Services 36,321 $1.6M 0.04% NEW $44.53 -22.4%
137 STT STATE STR CORP Financial Services 12,167 $1.6M 0.04% NEW $129.01 +19.2%
138 PPC PILGRIMS PRIDE CORP Consumer Defensive 39,521 $1.5M 0.04% NEW $38.99 -28.6%
139 APO APOLLO GLOBAL MGMT INC Financial Services 10,437 $1.5M 0.03% NEW $144.76 -6.5%
140 ADT ADT INC DEL Industrials 184,652 $1.5M 0.03% NEW $8.07 -15.4%
141 COIN COINBASE GLOBAL INC Financial Services 6,251 $1.4M 0.03% NEW $226.14 -6.2%
142 PHM PULTE GROUP INC Consumer Cyclical 11,342 $1.3M 0.03% NEW $117.26 -2.9%
143 HWM HOWMET AEROSPACE INC Industrials 6,395 $1.3M 0.03% NEW $205.02 +32.9%
144 FERG FERGUSON ENTERPRISES INC Industrials 5,693 $1.3M 0.03% NEW $222.63 +4.2%
145 KHC KRAFT HEINZ CO Consumer Defensive 48,680 $1.2M 0.03% NEW $24.25 -3.9%
146 ITW ILLINOIS TOOL WKS INC Industrials 4,622 $1.1M 0.03% NEW $246.30 +1.8%
147 USB US BANCORP DEL Financial Services 21,201 $1.1M 0.03% NEW $53.36 +0.1%
148 ORI OLD REP INTL CORP Financial Services 24,040 $1.1M 0.03% NEW $45.64 -14.2%
149 CCI CROWN CASTLE INC Real Estate 11,821 $1.1M 0.02% NEW $88.87 -2.5%
150 CNC CENTENE CORP DEL Healthcare 25,106 $1.0M 0.02% NEW $41.15 +42.6%
151 LAUR LAUREATE EDUCATION INC Consumer Defensive 30,451 $1.0M 0.02% NEW $33.67 -3.5%
152 CRWD CROWDSTRIKE HLDGS INC Technology 2,091 $980K 0.02% NEW $468.76 +23.7%
153 GM GENERAL MTRS CO Consumer Cyclical 12,025 $978K 0.02% NEW $81.32 -4.4%
154 WRB BERKLEY W R CORP Financial Services 13,103 $919K 0.02% NEW $70.12 -5.8%
155 DOC HEALTHPEAK PROPERTIES INC Real Estate 56,774 $913K 0.02% NEW $16.08 +21.6%
156 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,444 $888K 0.02% NEW $57.49 +39.9%
157 CDNS CADENCE DESIGN SYSTEM INC Technology 2,805 $877K 0.02% NEW $312.58 +11.1%
158 SNPS SYNOPSYS INC Technology 1,832 $861K 0.02% NEW $469.72 +8.6%
159 WDC WESTERN DIGITAL CORP Technology 4,968 $856K 0.02% NEW $172.27 +183.9%
160 EA ELECTRONIC ARTS INC Communication Services 3,959 $809K 0.02% NEW $204.33 -1.7%
161 AMT AMERICAN TOWER CORP NEW Real Estate 4,598 $807K 0.02% NEW $175.57 -2.8%
162 RCKT ROCKET LAB CORP Healthcare 11,545 $805K 0.02% NEW $69.76 -95.1%
163 PCAR PACCAR INC Industrials 7,287 $798K 0.02% NEW $109.51 +2.8%
164 EMR EMERSON ELEC CO Industrials 5,871 $779K 0.02% NEW $132.72 +3.9%
165 ALV AUTOLIV INC Consumer Cyclical 6,561 $779K 0.02% NEW $118.70 -3.2%
166 CME CME GROUP INC Financial Services 2,833 $774K 0.02% NEW $273.08 +9.4%
167 ARCH CAP GROUP LTD 7,980 $765K 0.02% NEW $95.92
168 BHF BRIGHTHOUSE FINL INC Financial Services 11,689 $757K 0.02% NEW $64.79 -3.5%
169 CMCSA COMCAST CORP NEW Communication Services 23,428 $700K 0.02% NEW $29.89 -17.2%
170 SIRI SIRIUSXM HOLDINGS INC Communication Services 32,483 $649K 0.01% NEW $20.00 +31.1%
171 DHI D R HORTON INC Consumer Cyclical 4,472 $644K 0.01% NEW $144.03 -3.2%
172 GS GOLDMAN SACHS GROUP INC Financial Services 691 $607K 0.01% NEW $879.00 +10.2%
173 STWD STARWOOD PPTY TR INC Real Estate 33,660 $606K 0.01% NEW $18.01 -4.8%
174 DNOW DNOW INC Energy 45,001 $596K 0.01% NEW $13.25 +0.6%
175 LEA LEAR CORP Consumer Cyclical 4,851 $556K 0.01% NEW $114.60 +21.3%
176 AMGN AMGEN INC Healthcare 1,683 $551K 0.01% NEW $327.31 -0.3%
177 GWW WW GRAINGER INC Industrials 539 $544K 0.01% NEW $1009.05 +27.3%
178 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 50,676 $529K 0.01% NEW $10.44 -0.6%
179 SBRA SABRA HEALTH CARE REIT INC Real Estate 26,531 $502K 0.01% NEW $18.94 +11.9%
180 ABNB AIRBNB INC Consumer Cyclical 3,686 $500K 0.01% NEW $135.72 -2.1%
181 KKRT KKR & CO INC Financial Services 3,917 $499K 0.01% NEW $127.48 -80.2%
182 UNIT UNITI GROUP LLC Real Estate 70,655 $495K 0.01% NEW $7.01 +60.5%
183 CI THE CIGNA GROUP Healthcare 1,757 $484K 0.01% NEW $275.23 +3.6%
184 WOR WORTHINGTON ENTERPRISES INC Industrials 9,217 $475K 0.01% NEW $51.57 +7.9%
185 CWEN CLEARWAY ENERGY INC Utilities 13,911 $463K 0.01% NEW $33.26 +14.4%
186 Q QNITY ELECTRONICS INC Technology 5,443 $444K 0.01% NEW $81.65 +101.0%
187 PGNY PROGYNY INC Healthcare 17,258 $443K 0.01% NEW $25.68 -8.5%
188 UNP UNION PAC CORP Industrials 1,811 $419K 0.01% NEW $231.32 +16.4%
189 XIFR XPLR INFRASTRUCTURE LP Utilities 41,157 $412K 0.01% NEW $10.00 +14.7%
190 DASH DOORDASH INC Communication Services 1,794 $406K 0.01% NEW $226.48 -32.1%
191 AFG AMERICAN FINL GROUP INC OHIO Financial Services 2,876 $393K 0.01% NEW $136.68 -1.7%
192 BF/B BROWN FORMAN CORP 14,665 $382K 0.01% NEW $26.06
193 TXN TEXAS INSTRS INC Technology 2,114 $367K 0.01% NEW $173.49 +76.6%
194 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,582 $355K 0.01% NEW $53.94 +5.7%
195 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,927 $344K 0.01% NEW $178.59 -2.8%
196 C CITIGROUP INC Financial Services 2,936 $343K 0.01% NEW $116.69 +5.8%
197 BCC BOISE CASCADE CO DEL Basic Materials 4,585 $337K 0.01% NEW $73.60 -10.3%
198 IDXX IDEXX LABS INC Healthcare 491 $332K 0.01% NEW $676.53 -21.2%
199 VMC VULCAN MATLS CO Basic Materials 1,156 $330K 0.01% NEW $285.22 -3.6%
200 XYL XYLEM INC Industrials 2,357 $321K 0.01% NEW $136.18 -19.6%
201 U UNITY SOFTWARE INC Technology 6,180 $273K 0.01% NEW $44.17 -38.2%
202 DD DUPONT DE NEMOURS INC Basic Materials 6,737 $271K 0.01% NEW $40.20 +25.9%
203 HROW HARROW INC Healthcare 5,515 $270K 0.01% NEW $49.00 -37.0%
204 ALLY ALLY FINL INC Financial Services 5,704 $258K 0.01% NEW $45.29 -7.3%
205 KRMN KARMAN HLDGS INC Industrials 3,395 $248K 0.01% NEW $73.17 -9.8%
206 AXON AXON ENTERPRISE INC Industrials 383 $218K 0.01% NEW $567.93 -31.0%
207 SITC SITE CTRS CORP Real Estate 31,269 $201K 0.01% NEW $6.42 -15.4%
208 CRCT CRICUT INC Technology 24,965 $124K 0.00% NEW $4.95 -18.6%
209 AHRT ARMADA HOFFLER PPTYS INC Financial Services 10,730 $71K 0.00% NEW $6.62 -2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 45.5%
Financial Services 13.1%
Technology 10.6%
Healthcare 8.1%
Basic Materials 7.8%
Industrials 6.6%
Consumer Defensive 2.6%
Consumer Cyclical 2.4%
Communication Services 2.3%
Utilities 0.8%