BullishAgent BullishAgent Filings Market Economic Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register

MIZUHO MARKETS AMERICAS LLC

· CIK 0001825516
13F Portfolio $3.7B AUM 190 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 LRGF STATE STR SPDR S&P 500 ETF T 451,094 $293.4M 8.01% +385K +585.4% $650.34 -88.6%
2 IVV ISHARES TR 249,220 $162.8M 4.45% -25K -9.1% $653.21 +13.7%
3 FDX FEDEX CORP Industrials 447,067 $159.2M 4.35% +3K +0.6% $356.18 +6.7%
4 HON HONEYWELL INTL INC Industrials 698,500 $157.9M 4.31% -1.3M -65.8% $226.03 -3.7%
5 ETR ENTERGY CORP NEW Utilities 1,394,400 $156.7M 4.28% NEW $112.36 +0.5%
6 FIDELITY NATL INFORMATION SV 2,378,011 $111.6M 3.05% -1.3M -35.2% $46.91
7 VICI VICI PPTYS INC Real Estate 3,966,900 $108.4M 2.96% NEW $27.32 +2.0%
8 MSFT MICROSOFT CORP Technology 280,993 $104.0M 2.84% +171K +155.4% $370.17 +10.6%
9 COR CENCORA INC Healthcare 287,900 $90.4M 2.47% +63K +28.1% $314.14 -16.9%
10 HALO HALOZYME THERAPEUTICS INC Healthcare 1,323,544 $85.5M 2.34% +55K +4.3% $64.63 +7.1%
11 EXC EXELON CORP Utilities 1,655,400 $81.1M 2.22% NEW $49.02 -9.4%
12 NI NISOURCE INC Utilities 1,651,000 $77.0M 2.10% NEW $46.66 +1.6%
13 RCKT ROCKET LAB CORP Healthcare 1,179,373 $75.7M 2.07% +22K +1.9% $64.22 -94.7%
14 ADI ANALOG DEVICES INC Technology 220,726 $70.2M 1.92% -94K -29.9% $318.14 +31.2%
15 TSLA TESLA INC Consumer Cyclical 185,000 $68.8M 1.88% $371.75 +19.2%
16 XEL XCEL ENERGY INC Utilities 805,100 $64.0M 1.75% NEW $79.44 +0.7%
17 RIOT RIOT PLATFORMS INC Financial Services 5,059,658 $62.5M 1.71% +809K +19.0% $12.36 +99.2%
18 ENERGY TRANSFER L P 3,200,000 $61.8M 1.69% NEW $19.30
19 ZTS ZOETIS INC Healthcare 522,350 $61.7M 1.69% +386K +283.4% $118.21 -36.1%
20 CAR AVIS BUDGET GROUP INC Industrials 400,000 $58.3M 1.59% +28K +7.4% $145.85 +2.9%
21 GOOGL ALPHABET INC Communication Services 200,630 $57.7M 1.58% NEW $287.56 +39.5%
22 KLAC KLA CORP Technology 37,253 $54.9M 1.50% +253 +0.7% $1472.41 +28.6%
23 NEE NEXTERA ENERGY INC Utilities 588,283 $54.6M 1.49% +331K +128.7% $92.88 +3.0%
24 DXCM DEXCOM INC Healthcare 800,000 $50.2M 1.37% NEW $62.80 -7.9%
25 NVDA NVIDIA CORPORATION Technology 284,196 $49.6M 1.35% -442K -60.9% $174.40 +35.2%
26 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,600,000 $42.3M 1.16% $26.43 +2.8%
27 BWXT BWX TECHNOLOGIES INC Industrials 197,659 $40.4M 1.10% -11K -5.4% $204.49 +0.1%
28 IREN IREN LIMITED Financial Services 1,103,528 $37.8M 1.03% -210K -16.0% $34.28 +70.4%
29 KVUE KENVUE INC Consumer Defensive 2,123,921 $36.6M 1.00% -12.0M -85.0% $17.24 -0.3%
30 BAC BANK AMERICA CORP Financial Services 728,500 $35.5M 0.97% $48.75 +2.1%
31 NORWEGIAN CRUISE LINE HLDGS 1,785,000 $33.4M 0.91% NEW $18.70
32 DLTR DOLLAR TREE INC Consumer Defensive 300,000 $32.9M 0.90% NEW $109.51 -17.8%
33 NEOG NEOGEN CORP Healthcare 3,500,000 $32.5M 0.89% $9.29 -9.3%
34 META META PLATFORMS INC Communication Services 55,401 $31.7M 0.87% -50K -47.2% $572.13 +8.1%
35 GOOGL ALPHABET INC Communication Services 108,635 $31.2M 0.85% -41K -27.6% $286.86 +39.8%
36 LRCX LAM RESEARCH CORP Technology 135,661 $29.0M 0.79% +2K +1.2% $213.66 +40.0%
37 AMZN AMAZON COM INC Consumer Cyclical 126,000 $26.2M 0.72% $208.27 +26.8%
38 SOFI SOFI TECHNOLOGIES INC Financial Services 1,498,798 $23.8M 0.65% -1.8M -54.6% $15.88 +0.9%
39 CSCO CISCO SYS INC Technology 295,000 $22.9M 0.62% NEW $77.59 +48.9%
40 CHECK POINT SOFTWARE TECH LT 158,900 $22.7M 0.62% +137K +633.4% $142.85
41 DRI DARDEN RESTAURANTS INC Consumer Cyclical 110,487 $21.7M 0.59% $196.04 -0.7%
42 GLW CORNING INC Technology 151,000 $20.5M 0.56% $135.97 +53.2%
43 UNH UNITEDHEALTH GROUP INC Healthcare 75,000 $20.3M 0.55% $270.59 +47.5%
44 SNPS SYNOPSYS INC Technology 50,902 $20.2M 0.55% NEW $396.48 +28.6%
45 SMCI SUPER MICRO COMPUTER INC Technology 847,373 $19.3M 0.53% -95K -10.1% $22.77 +45.1%
46 NFLX NETFLIX INC. Communication Services 200,000 $19.2M 0.53% -110K -35.5% $96.15 -9.6%
47 MU MICRON TECHNOLOGY INC Technology 56,897 $19.2M 0.53% -53K -48.3% $337.84 +129.7%
48 WFC WELLS FARGO & CO Financial Services 240,000 $19.1M 0.52% $79.61 -7.3%
49 PAX PATRIA INVESTMENTS LIMITED Financial Services 1,500,000 $18.9M 0.52% $12.60 -8.3%
50 COIN COINBASE GLOBAL INC Financial Services 106,000 $18.5M 0.51% $174.61 +21.4%
51 TNK TEEKAY TANKERS LTD Energy 250,000 $18.3M 0.50% NEW $73.32 +5.5%
52 BN BROOKFIELD CORP Financial Services 450,000 $18.2M 0.50% $40.47 +12.5%
53 BE BLOOM ENERGY CORP Industrials 131,500 $17.8M 0.49% NEW $135.49 +103.7%
54 VSH VISHAY INTERTECHNOLOGY INC Technology 963,167 $17.3M 0.47% +400K +71.0% $18.00 +111.1%
55 DDOG DATADOG INC Technology 143,606 $17.0M 0.46% -24K -14.5% $118.05 +71.8%
56 PAA PLAINS ALL AMERN PIPELINE L Energy 753,200 $16.8M 0.46% NEW $22.33 +0.7%
57 ORA ORMAT TECHNOLOGIES INC Utilities 149,266 $16.7M 0.46% +9K +6.2% $111.92 +21.0%
58 COF CAPITAL ONE FINL CORP Financial Services 90,000 $16.4M 0.45% $182.43 +1.8%
59 ANIP ANI PHARMACEUTICALS INC Healthcare 210,768 $16.2M 0.44% +9K +4.3% $76.90 +1.4%
60 JBL JABIL INC Technology 55,000 $14.6M 0.40% NEW $265.63 +33.4%
61 FRT FEDERAL RLTY INVT TR NEW Real Estate 131,598 $14.0M 0.38% +23K +21.4% $106.21 +7.2%
62 HOOD ROBINHOOD MKTS INC Financial Services 200,000 $13.9M 0.38% $69.30 +16.5%
63 NVMI NOVA LTD Technology 31,615 $13.7M 0.38% -11K -26.1% $434.28 +28.1%
64 BBIO BRIDGEBIO PHARMA INC Healthcare 171,288 $12.7M 0.35% +10K +5.9% $74.26 -10.9%
65 SNOW SNOWFLAKE INC Technology 84,043 $12.7M 0.35% -245K -74.4% $150.82 -0.0%
66 CALL ALIBABA GROUP HLDG LTD 126,540 $12.5M 0.34% +72K +131.9% $98.40
67 DOCN DIGITALOCEAN HLDGS INC Technology 129,943 $11.1M 0.30% -95K -42.2% $85.78 +84.7%
68 CSGP COSTAR GROUP INC Real Estate 275,876 $11.1M 0.30% -4.1M -93.8% $40.34 -21.0%
69 HAE HAEMONETICS CORP MASS Healthcare 192,314 $10.8M 0.30% -86K -30.9% $56.36 +1.3%
70 IDA IDACORP INC Utilities 75,000 $10.7M 0.29% NEW $142.97 -0.5%
71 PR PERMIAN RESOURCES CORP Energy 483,771 $10.3M 0.28% -383K -44.2% $21.32 -5.3%
72 GVA GRANITE CONSTR INC Industrials 85,785 $10.3M 0.28% -63K -42.2% $119.88 +17.6%
73 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 683,024 $10.3M 0.28% +95K +16.1% $15.05 -3.5%
74 MCHP MICROCHIP TECHNOLOGY INC. Technology 150,838 $9.7M 0.27% +16K +12.1% $64.61 +50.2%
75 AVGO BROADCOM INC Technology 31,221 $9.7M 0.26% -85K -73.1% $309.51 +37.4%
76 CRGY CRESCENT ENERGY COMPANY Energy 700,427 $9.5M 0.26% NEW $13.50 -6.6%
77 BOX BOX INC Technology 369,203 $8.7M 0.24% -209K -36.1% $23.64 +4.4%
78 COHU COHU INC Technology 272,150 $8.3M 0.23% -31K -10.1% $30.62 +59.9%
79 AAPL APPLE INC Technology 31,829 $8.1M 0.22% -131K -80.4% $253.79 +18.3%
80 CVLT COMMVAULT SYS INC Technology 102,777 $8.0M 0.22% -52K -33.7% $77.89 +31.0%
81 VZLA VIZSLA SILVER CORP Basic Materials 2,419,862 $8.0M 0.22% +574K +31.1% $3.30 +13.9%
82 BXP BXP INC Real Estate 149,015 $7.7M 0.21% -38K -20.5% $51.90 +12.7%
83 PBI PITNEY BOWES INC Industrials 692,308 $7.7M 0.21% +10K +1.4% $11.05 +43.2%
84 MTH MERITAGE HOMES CORP Consumer Cyclical 121,631 $7.5M 0.20% -15K -11.1% $61.84 +0.0%
85 CNP CENTERPOINT ENERGY INC Utilities 174,100 $7.5M 0.20% NEW $43.16 -1.4%
86 NET CALL CLOUDFLARE INC Technology 33,357 $7.4M 0.20% NEW $221.37 -9.8%
87 NET CLOUDFLARE INC Technology 33,357 $6.9M 0.19% -156K -82.4% $206.34 -3.2%
88 ARLP ALLIANCE RESOURCE PARTNERS L Energy 247,000 $6.8M 0.19% NEW $27.65 -9.1%
89 PEP PEPSICO INC Consumer Defensive 40,380 $6.3M 0.17% -216K -84.2% $155.29 -4.3%
90 SMTC SEMTECH CORP Technology 81,145 $6.2M 0.17% -4K -4.2% $76.89 +83.6%
91 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 15,000 $5.9M 0.16% -1.8M -99.2% $393.33 -56.8%
92 SEDG SOLAREDGE TECHNOLOGIES INC Energy 107,295 $5.5M 0.15% -63K -37.1% $51.05 -1.6%
93 LIF LIFE360 INC Technology 133,533 $5.5M 0.15% +13K +10.5% $40.82 -1.9%
94 XLE SELECT SECTOR SPDR TR 88,211 $5.4M 0.15% -86K -49.3% $61.26 -2.9%
95 IREN PUT IREN LIMITED Financial Services 1,103,528 $5.1M 0.14% -210K -16.0% $4.65 +1155.5%
96 ESS ESSEX PPTY TR INC Real Estate 20,217 $4.9M 0.13% NEW $242.00 +11.0%
97 UNIT UNITI GROUP LLC Real Estate 505,246 $4.7M 0.13% +107K +26.9% $9.38 +19.9%
98 PPH VANECK ETF TRUST 12,300 $4.7M 0.13% NEW $383.40 -73.7%
99 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 1,498,798 $4.6M 0.13% NEW $3.10 +417.1%
100 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 1,498,798 $4.5M 0.12% -1.8M -54.6% $3.01 +432.4%
101 LULU LULULEMON ATHLETICA INC Consumer Cyclical 27,515 $4.2M 0.12% -250K -90.1% $153.10 -20.9%
102 CMCL CALEDONIA MNG CORP Basic Materials 177,134 $4.0M 0.11% NEW $22.59 +2.0%
103 GOOGL CALL ALPHABET INC Communication Services 108,635 $4.0M 0.11% -41K -27.6% $36.67 +993.8%
104 LLY ELI LILLY & CO Healthcare 4,200 $3.9M 0.11% -10K -70.0% $919.77 +9.5%
105 JPM JPMORGAN CHASE & CO Financial Services 12,000 $3.5M 0.10% -75K -86.2% $294.16 +2.0%
106 WDC WESTERN DIGITAL CORP Technology 12,676 $3.4M 0.09% NEW $270.49 +80.8%
107 BAM BROOKFIELD ASSET MANAGMT LTD Financial Services 75,000 $3.3M 0.09% $44.45 +7.8%
108 ZS CALL ZSCALER INC Technology 2,504 $3.3M 0.09% -83K -97.1% $1303.80 -88.2%
109 NRP NATURAL RESOURCE PARTNERS LP Energy 25,400 $3.1M 0.08% NEW $121.00 -11.4%
110 VRTX VERTEX INC Healthcare 257,927 $3.1M 0.08% -121K -31.9% $11.89 +3688.1%
111 TNDM TANDEM DIABETES CARE INC Healthcare 157,362 $3.0M 0.08% +13K +8.8% $19.17 -26.4%
112 ABNB AIRBNB INC Consumer Cyclical 23,598 $3.0M 0.08% NEW $126.28 +5.2%
113 MARA MARA HOLDINGS INC Financial Services 347,198 $2.8M 0.08% +17K +5.0% $8.16 +62.9%
114 FLNC FLUENCE ENERGY INC Utilities 190,794 $2.6M 0.07% +54K +39.8% $13.76 +52.2%
115 INDI INDIE SEMICONDUCTOR INC Technology 784,675 $2.5M 0.07% +76K +10.7% $3.22 +34.2%
116 SBRA SABRA HEALTH CARE REIT INC Real Estate 126,500 $2.4M 0.07% NEW $19.23 +10.2%
117 SEAGATE TECHNOLOGY HLDNGS PL 6,032 $2.4M 0.07% NEW $391.76
118 LYV LIVE NATION ENTERTAINMENT IN Communication Services 15,000 $2.3M 0.06% NEW $152.51 +11.5%
119 SHY ISHARES TR 25,888 $2.1M 0.06% -1.7M -98.5% $82.57 -0.6%
120 EA ELECTRONIC ARTS INC Communication Services 10,000 $2.0M 0.06% $203.87 -1.5%
121 LBRT LIBERTY ENERGY INC Energy 67,200 $1.9M 0.05% NEW $28.80 +15.8%
122 CLSK CALL CLEANSPARK INC Technology 47,857 $1.9M 0.05% -1.7M -97.2% $39.52 -66.8%
123 COIN PUT COINBASE GLOBAL INC Financial Services 106,000 $1.8M 0.05% $17.21 +1132.3%
124 METC RAMACO RES INC Energy 102,180 $1.6M 0.04% -26K -20.4% $15.46 -1.7%
125 CSX CSX CORP Industrials 37,991 $1.6M 0.04% $41.05 +11.9%
126 NTST NETSTREIT CORP Real Estate 77,000 $1.4M 0.04% NEW $18.83 +9.1%
127 WBD WARNER BROS DISCOVERY INC Communication Services 50,000 $1.4M 0.04% $27.46 -1.2%
128 PNW PINNACLE WEST CAP CORP Utilities 11,100 $1.1M 0.03% NEW $100.75 -1.0%
129 CLSK PUT CLEANSPARK INC Technology 47,857 $1.0M 0.03% -1.7M -97.2% $21.78 -39.8%
130 AVGO CALL BROADCOM INC Technology 31,221 $994K 0.03% -85K -73.1% $31.82 +1236.2%
131 INVESCO EXCHANGE TRADED FD T 4,950 $950K 0.03% NEW $191.92
132 PPH VANECK ETF TRUST 10,051 $922K 0.03% -950 -8.6% $91.77 +9.9%
133 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12,800 $911K 0.03% -1.9M -99.3% $71.18 -12.0%
134 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 27,900 $847K 0.02% NEW $30.36 +0.7%
135 PUT SEAGATE TECHNOLOGY HLDNGS PL 6,032 $839K 0.02% +6K +1570.9% $139.05
136 COIN CALL COINBASE GLOBAL INC Financial Services 106,000 $821K 0.02% $7.75 +2636.7%
137 WDC PUT WESTERN DIGITAL CORP Technology 12,676 $801K 0.02% -28K -68.6% $63.22 +673.8%
138 SMH SELECT SECTOR SPDR TR 5,500 $731K 0.02% NEW $132.90 +318.6%
139 BE CALL BLOOM ENERGY CORP Industrials 131,500 $695K 0.02% $5.29 +5120.1%
140 IREN CALL IREN LIMITED Financial Services 1,103,528 $669K 0.02% -210K -16.0% $0.61 +9536.5%
141 BE PUT BLOOM ENERGY CORP Industrials 131,500 $613K 0.02% $4.66 +5822.1%
142 GM GENERAL MTRS CO Consumer Cyclical 8,050 $600K 0.02% NEW $74.50 +4.4%
143 CVX CALL CHEVRON CORPORATION Energy 334 $559K 0.01% -182K -99.8% $1672.64 -88.8%
144 ARM ARM HOLDINGS PLC Technology 2,866 $434K 0.01% NEW $151.28 +38.3%
145 ROP ROPER TECHNOLOGIES INC Industrials 1,210 $428K 0.01% NEW $353.86 -10.1%
146 MRVL MARVELL TECHNOLOGY INC Technology 4,314 $427K 0.01% NEW $99.05 +84.3%
147 NET PUT CLOUDFLARE INC Technology 33,357 $404K 0.01% NEW $12.11 +1550.3%
148 PDD PDD HOLDINGS INC Consumer Cyclical 3,943 $403K 0.01% NEW $102.18 -6.5%
149 TXN TEXAS INSTRS INC Technology 2,026 $393K 0.01% NEW $194.14 +57.8%
150 NXPI NXP SEMICONDUCTORS N V Technology 1,982 $390K 0.01% NEW $196.86 +49.4%
151 MPWR MONOLITHIC PWR SYS INC Technology 355 $388K 0.01% NEW $1093.35 +47.6%
152 SHOP SHOPIFY INC Technology 3,248 $385K 0.01% NEW $118.62 -17.9%
153 AMD ADVANCED MICRO DEVICES INC Technology 1,884 $383K 0.01% -148K -98.7% $203.43 +108.5%
154 INTC INTEL CORP Technology 8,645 $382K 0.01% -841K -99.0% $44.13 +162.7%
155 FTNT FORTINET INC Technology 4,659 $381K 0.01% NEW $81.72 +49.1%
156 ASML ASML HLDG NV Technology 288 $380K 0.01% NEW $1320.83 +13.7%
157 QCOM QUALCOMM INC Technology 2,920 $376K 0.01% NEW $128.78 +55.4%
158 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 6,110 $375K 0.01% -569K -98.9% $61.35 -24.9%
159 PANW PALO ALTO NETWORKS INC Technology 2,328 $373K 0.01% NEW $160.32 +48.6%
160 ADBE ADOBE INC Technology 1,528 $371K 0.01% NEW $243.08 +1.9%
161 CDNS CADENCE DESIGN SYSTEM INC Technology 1,336 $371K 0.01% NEW $277.87 +25.0%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 2,517 $368K 0.01% -97K -97.5% $146.28 -8.6%
163 ADSK AUTODESK INC Technology 1,530 $366K 0.01% NEW $239.40 -1.2%
164 TRI THOMSON REUTERS CORP Industrials 4,059 $365K 0.01% NEW $89.98 -12.2%
165 DASH DOORDASH INC Communication Services 2,421 $364K 0.01% NEW $150.15 +2.4%
166 MDY APPLIED MATLS INC Financial Services 1,062 $363K 0.01% -98K -98.9% $341.79 +92.9%
167 WDAY WORKDAY INC Technology 2,789 $362K 0.01% NEW $129.92 -8.6%
168 CRWD CROWDSTRIKE HLDGS INC Technology 928 $362K 0.01% NEW $390.41 +48.5%
169 INTU INTUIT Technology 833 $360K 0.01% NEW $432.38 -12.5%
170 AAPL CALL APPLE INC Technology 31,829 $359K 0.01% -131K -80.4% $11.27 +2563.0%
171 LIT SELECT SECTOR SPDR TR 2,200 $356K 0.01% NEW $161.73 -48.0%
172 XLB SELECT SECTOR SPDR TR 7,100 $355K 0.01% NEW $49.97 +0.7%
173 ZS ZSCALER INC Technology 2,504 $351K 0.01% -83K -97.1% $140.29 +9.6%
174 TEAM ATLASSIAN CORPORATION Technology 5,144 $351K 0.01% NEW $68.25 +18.5%
175 MSTR STRATEGY INC Technology 2,796 $349K 0.01% NEW $124.80 +49.8%
176 APP APPLOVIN CORP Technology 857 $341K 0.01% -29K -97.1% $398.00 +25.9%
177 PUT ALIBABA GROUP HLDG LTD 126,540 $287K 0.01% +72K +131.9% $2.27
178 WMT CALL WALMART INC Consumer Defensive 467 $161K 0.00% NEW $344.87 -61.6%
179 AAPL PUT APPLE INC Technology 31,829 $109K 0.00% -131K -80.4% $3.42 +8688.4%
180 PFE CALL PFIZER INC Healthcare 22,213 $94K 0.00% +16K +288.8% $4.21 +511.0%
181 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 15,000 $77K 0.00% -1.8M -99.2% $5.10 +3231.8%
182 CVX CHEVRON CORPORATION Energy 334 $69K 0.00% -182K -99.8% $206.90 -9.8%
183 AVGO PUT BROADCOM INC Technology 31,221 $68K 0.00% -85K -73.1% $2.19 +19342.1%
184 WMT WALMART INC Consumer Defensive 467 $58K 0.00% NEW $124.28 +6.6%
185 WMT PUT WALMART INC Consumer Defensive 467 $49K 0.00% NEW $105.49 +25.6%
186 CVX PUT CHEVRON CORPORATION Energy 334 $37K 0.00% -182K -99.8% $111.44 +67.5%
187 PFE PUT PFIZER INC Healthcare 22,213 $22K 0.00% +16K +288.8% $0.99 +2488.4%
188 GOOGL PUT ALPHABET INC Communication Services 108,635 $10K -41K -27.6% $0.09 +426223.3%
189 RCKT CALL ROCKET LAB CORP Healthcare 1,179,373 $2K +22K +1.9% $0.00 +170750.8%
190 XLE PUT SELECT SECTOR SPDR TR 88,211 $620 -86K -49.3% $0.01 +845800.8%

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
Technology 20.1%
Utilities 16.3%
Healthcare 16.1%
Industrials 15.7%
Financial Services 9.5%
Consumer Cyclical 6.4%
Real Estate 5.4%
Communication Services 5.0%
Consumer Defensive 2.6%
Energy 2.5%