1
BROADCOM INC
COM
AVGO
AVGO
995,909
$376.2m5.33%
5.33%
Added Shares held: Q3 2025 1.0m, Q4 2025 1.0m, Q1 2026 955.0k, Q2 2026 995.9k
+40.9k
+40,868
4.3%
2
NVIDIA CORPORATION
COM
NVDA
NVDA
1,642,816
$328.7m4.65%
4.65%
Added Shares held: Q3 2025 940.2k, Q4 2025 1.3m, Q1 2026 1.6m, Q2 2026 1.6m
+41.0k
+41,007
2.6%
3
META PLATFORMS INC
CL A
META
META
565,549
$318.6m4.51%
4.51%
Added Shares held: Q3 2025 472.3k, Q4 2025 527.3k, Q1 2026 545.4k, Q2 2026 565.5k
+20.1k
+20,150
3.7%
4
TESLA INC
COM
TSLA
TSLA
608,198
$255.8m3.62%
3.62%
Added Shares held: Q3 2025 520.7k, Q4 2025 526.5k, Q1 2026 553.8k, Q2 2026 608.2k
+54.4k
+54,381
9.8%
5
MICROSOFT CORP
COM
MSFT
MSFT
630,322
$235.1m3.33%
3.33%
Reduced Shares held: Q3 2025 676.5k, Q4 2025 719.8k, Q1 2026 695.9k, Q2 2026 630.3k
-65.6k
-65,590
-9.4%
6
MICRON TECHNOLOGY INC
COM
MU
MU
176,216
$203.4m2.88%
2.88%
Reduced Shares held: Q3 2025 209.6k, Q4 2025 228.2k, Q1 2026 187.7k, Q2 2026 176.2k
-11.5k
-11,512
-6.1%
7
ALPHABET INC
CAP STK CL A
GOOGL
GOOGL
525,573
$187.8m2.66%
2.66%
Added Shares held: Q3 2025 445.2k, Q4 2025 373.1k, Q1 2026 508.4k, Q2 2026 525.6k
+17.2k
+17,156
3.4%
8
ASTRAZENECA PLC
ORD
AZN
AZN
996,566
$186.8m2.65%
2.65%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 914.8k, Q2 2026 996.6k
+81.8k
+81,814
8.9%
9
ELI LILLY & CO
COM
LLY
LLY
153,860
$184.5m2.61%
2.61%
Added Shares held: Q3 2025 128.4k, Q4 2025 147.1k, Q1 2026 150.5k, Q2 2026 153.9k
+3.4k
+3,399
2.3%
10
ALPHABET INC
CAP STK CL C
GOOG
GOOG
491,511
$173.7m2.46%
2.46%
Added Shares held: Q3 2025 471.4k, Q4 2025 485.3k, Q1 2026 483.8k, Q2 2026 491.5k
+7.7k
+7,702
1.6%
11
AMAZON COM INC
COM
AMZN
AMZN
726,059
$173.0m2.45%
2.45%
Added Shares held: Q3 2025 430.2k, Q4 2025 568.9k, Q1 2026 626.1k, Q2 2026 726.1k
+100.0k
+100,005
16.0%
12
KLA CORP
COM NEW
KLAC
KLAC
450,788
$136.0m1.93%
1.93%
Added Shares held: Q3 2025 437.6k, Q4 2025 334.7k, Q1 2026 335.2k, Q2 2026 450.8k
+115.6k
+115,588
34.5%
13
ROYAL CARIBBEAN GROUP
COM
RCL
RCL
408,171
$129.6m1.84%
1.84%
Added Shares held: Q3 2025 305.0k, Q4 2025 363.7k, Q1 2026 393.1k, Q2 2026 408.2k
+15.0k
+15,034
3.8%
14
PHILIP MORRIS INTL INC
COM
PM
PM
708,449
$128.2m1.81%
1.81%
Added Shares held: Q3 2025 611.3k, Q4 2025 660.2k, Q1 2026 682.7k, Q2 2026 708.4k
+25.7k
+25,743
3.8%
15
APPLE INC
COM
AAPL
AAPL
384,683
$111.3m1.58%
1.58%
Added Shares held: Q3 2025 220.0k, Q4 2025 330.2k, Q1 2026 296.5k, Q2 2026 384.7k
+88.2k
+88,211
29.8%
16
VERTEX PHARMACEUTICALS INC
COM
VRTX
VRTX
210,718
$104.7m1.48%
1.48%
Added Shares held: Q3 2025 225.7k, Q4 2025 193.4k, Q1 2026 208.9k, Q2 2026 210.7k
+1.8k
+1,836
0.9%
17
SHOPIFY INC
CL A SUB VTG SHS
SHOP
SHOP
867,328
$99.0m1.40%
1.40%
Added Shares held: Q3 2025 636.5k, Q4 2025 695.0k, Q1 2026 774.2k, Q2 2026 867.3k
+93.2k
+93,176
12.0%
18
GE AEROSPACE
COM NEW
GE
GE
260,476
$97.3m1.38%
1.38%
Reduced Shares held: Q3 2025 267.8k, Q4 2025 294.7k, Q1 2026 265.9k, Q2 2026 260.5k
-5.5k
-5,461
-2.0%
19
TOTALENERGIES SE
ACT
TTE
TTE
1,202,911
$93.5m1.32%
1.32%
Reduced Shares held: Q3 2025 0, Q4 2025 1.1m, Q1 2026 1.2m, Q2 2026 1.2m
-20.1k
-20,077
-1.6%
20
VISA INC
COM CL A
V
V
271,310
$93.1m1.32%
1.32%
Added Shares held: Q3 2025 203.8k, Q4 2025 244.2k, Q1 2026 264.8k, Q2 2026 271.3k
+6.5k
+6,480
2.5%
21
ASML HOLDING N V
N Y REGISTRY SHS
ASML
ASML
44,929
$89.4m1.27%
1.27%
Added Shares held: Q3 2025 59.4k, Q4 2025 53.0k, Q1 2026 42.1k, Q2 2026 44.9k
+2.9k
+2,857
6.8%
22
INTEL CORP
COM
INTC
INTC
616,682
$86.1m1.22%
1.22%
Added Shares held: Q3 2025 145.1k, Q4 2025 398.4k, Q1 2026 263.6k, Q2 2026 616.7k
+353.1k
+353,124
134.0%
23
DEERE & CO
COM
DE
DE
131,367
$83.3m1.18%
1.18%
Added Shares held: Q3 2025 22.9k, Q4 2025 75.3k, Q1 2026 95.5k, Q2 2026 131.4k
+35.9k
+35,861
37.5%
24
WELLTOWER INC
COM
WELL
WELL
343,613
$78.0m1.10%
1.10%
Added Shares held: Q3 2025 48.7k, Q4 2025 150.7k, Q1 2026 239.2k, Q2 2026 343.6k
+104.4k
+104,444
43.7%
25
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
TSM
TSM
162,372
$77.5m1.10%
1.10%
Reduced Shares held: Q3 2025 154.2k, Q4 2025 156.3k, Q1 2026 162.6k, Q2 2026 162.4k
-203
-203
-0.1%
26
CLOUDFLARE INC
CL A COM
NET
NET
308,809
$75.7m1.07%
1.07%
Added Shares held: Q3 2025 245.8k, Q4 2025 246.2k, Q1 2026 279.0k, Q2 2026 308.8k
+29.9k
+29,857
10.7%
27
AMPHENOL CORP
CL A
APH
APH
419,404
$73.9m1.05%
1.05%
Added Shares held: Q3 2025 82.4k, Q4 2025 110.6k, Q1 2026 367.1k, Q2 2026 419.4k
+52.3k
+52,282
14.2%
28
STARBUCKS CORP
COM
SBUX
SBUX
706,272
$72.2m1.02%
1.02%
Added Shares held: Q3 2025 480.2k, Q4 2025 554.5k, Q1 2026 703.2k, Q2 2026 706.3k
+3.1k
+3,059
0.4%
29
COSTCO WHSL CORP NEW
COM
COST
COST
69,957
$65.4m0.93%
0.93%
Added Shares held: Q3 2025 64.3k, Q4 2025 64.7k, Q1 2026 68.3k, Q2 2026 70.0k
+1.7k
+1,701
2.5%
30
ROYALTY PHARMA PLC
SHS CLASS A
RPRX
RPRX
1,076,063
$60.3m0.85%
0.85%
Added Shares held: Q3 2025 368.6k, Q4 2025 534.9k, Q1 2026 1.0m, Q2 2026 1.1m
+27.9k
+27,861
2.7%
31
JPMORGAN CHASE & CO
COM
JPM
JPM
169,275
$55.4m0.78%
0.78%
Added Shares held: Q3 2025 370.3k, Q4 2025 215.8k, Q1 2026 167.5k, Q2 2026 169.3k
+1.7k
+1,739
1.0%
32
MASTERCARD INCORPORATED
CL A
MA
MA
107,548
$55.2m0.78%
0.78%
Added Shares held: Q3 2025 96.8k, Q4 2025 110.6k, Q1 2026 107.3k, Q2 2026 107.5k
+249
+249
0.2%
33
MERCADOLIBRE INC
COM
MELI
MELI
31,582
$53.6m0.76%
0.76%
Reduced Shares held: Q3 2025 26.4k, Q4 2025 32.4k, Q1 2026 35.6k, Q2 2026 31.6k
-4.1k
-4,052
-11.4%
34
CITIGROUP INC
COM NEW
C
C
365,829
$51.2m0.73%
0.73%
Reduced Shares held: Q3 2025 378.9k, Q4 2025 401.0k, Q1 2026 407.8k, Q2 2026 365.8k
-42.0k
-41,951
-10.3%
35
NETFLIX INC
COM
NFLX
NFLX
709,205
$50.6m0.72%
0.72%
Added Shares held: Q3 2025 1.1m, Q4 2025 818.2k, Q1 2026 611.6k, Q2 2026 709.2k
+97.6k
+97,612
16.0%
36
RYANAIR HOLDINGS PLC
SPONSORED ADR
RYAAY
RYAAY
776,894
$50.3m0.71%
0.71%
Added Shares held: Q3 2025 680.7k, Q4 2025 705.1k, Q1 2026 761.9k, Q2 2026 776.9k
+14.9k
+14,946
2.0%
37
BEIGENE LTD
SPONSORED ADR
ONC
ONC
175,542
$50.0m0.71%
0.71%
Added Shares held: Q3 2025 148.6k, Q4 2025 152.5k, Q1 2026 173.9k, Q2 2026 175.5k
+1.7k
+1,663
1.0%
38
INTUITIVE SURGICAL INC
COM NEW
ISRG
ISRG
124,226
$49.4m0.70%
0.70%
Added Shares held: Q3 2025 107.9k, Q4 2025 114.5k, Q1 2026 120.9k, Q2 2026 124.2k
+3.4k
+3,363
2.8%
39
RESTAURANT BRANDS INTL INC
COM
QSR
QSR
666,592
$48.3m0.68%
0.68%
Added Shares held: Q3 2025 354.9k, Q4 2025 471.7k, Q1 2026 650.7k, Q2 2026 666.6k
+15.9k
+15,857
2.4%
40
LINDE PLC
SHS
LIN
LIN
93,119
$48.3m0.68%
0.68%
Reduced Shares held: Q3 2025 91.4k, Q4 2025 95.4k, Q1 2026 99.2k, Q2 2026 93.1k
-6.1k
-6,076
-6.1%
41
BANK AMERICA CORP
COM
BAC
BAC
830,240
$47.3m0.67%
0.67%
Reduced Shares held: Q3 2025 738.7k, Q4 2025 1.1m, Q1 2026 1.4m, Q2 2026 830.2k
-526.1k
-526,097
-38.8%
42
TRANSDIGM GROUP INC
COM
TDG
TDG
35,422
$47.2m0.67%
0.67%
Reduced Shares held: Q3 2025 34.7k, Q4 2025 36.9k, Q1 2026 40.9k, Q2 2026 35.4k
-5.5k
-5,468
-13.4%
43
NORTHROP GRUMMAN CORP
COM
NOC
NOC
92,511
$47.1m0.67%
0.67%
Reduced Shares held: Q3 2025 67.1k, Q4 2025 90.0k, Q1 2026 113.6k, Q2 2026 92.5k
-21.1k
-21,122
-18.6%
44
GE VERNOVA INC
COM
GEV
GEV
37,875
$44.5m0.63%
0.63%
Reduced Shares held: Q3 2025 52.4k, Q4 2025 35.9k, Q1 2026 40.7k, Q2 2026 37.9k
-2.8k
-2,821
-6.9%
45
FTAI AVIATION LTD
SHS
FTAI
FTAI
157,389
$42.6m0.60%
0.60%
Reduced Shares held: Q3 2025 86.3k, Q4 2025 150.2k, Q1 2026 164.4k, Q2 2026 157.4k
-7.0k
-7,024
-4.3%
46
THERMO FISHER SCIENTIFIC INC
COM
TMO
TMO
83,303
$41.8m0.59%
0.59%
Reduced Shares held: Q3 2025 99.2k, Q4 2025 106.5k, Q1 2026 89.4k, Q2 2026 83.3k
-6.1k
-6,111
-6.8%
47
METTLER TOLEDO INTERNATIONAL
COM
MTD
MTD
29,124
$37.2m0.53%
0.53%
Added Shares held: Q3 2025 14.2k, Q4 2025 18.8k, Q1 2026 22.3k, Q2 2026 29.1k
+6.9k
+6,851
30.8%
48
ARM HOLDINGS PLC
SPONSORED ADS
ARM
ARM
104,537
$37.1m0.52%
0.52%
Added Shares held: Q3 2025 42.4k, Q4 2025 45.4k, Q1 2026 48.8k, Q2 2026 104.5k
+55.7k
+55,748
114.3%
49
CADENCE DESIGN SYSTEM INC
COM
CDNS
CDNS
90,074
$33.8m0.48%
0.48%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 73.7k, Q2 2026 90.1k
+16.4k
+16,398
22.3%
50
BOOKING HOLDINGS INC
COM
BKNG
BKNG
180,739
$32.2m0.46%
0.46%
Added Shares held: Q3 2025 285.4k, Q4 2025 145.5k, Q1 2026 145.4k, Q2 2026 180.7k
+35.3k
+35,339
24.3%
51
CENOVUS ENERGY INC
COM
CVE
CVE
1,292,480
$32.1m0.45%
0.45%
Added Shares held: Q3 2025 1.4m, Q4 2025 1.4m, Q1 2026 1.2m, Q2 2026 1.3m
+44.7k
+44,728
3.6%
52
CARRIER GLOBAL CORPORATION
COM
CARR
CARR
435,897
$32.0m0.45%
0.45%
Reduced Shares held: Q3 2025 842.6k, Q4 2025 472.3k, Q1 2026 486.8k, Q2 2026 435.9k
-50.9k
-50,872
-10.4%
53
SHERWIN WILLIAMS CO
COM
SHW
SHW
92,162
$31.7m0.45%
0.45%
Reduced Shares held: Q3 2025 88.1k, Q4 2025 107.0k, Q1 2026 92.6k, Q2 2026 92.2k
-459
-459
-0.5%
54
DEUTSCHE BANK A G
NAMEN AKT
DB
DB
924,043
$31.3m0.44%
0.44%
Reduced Shares held: Q3 2025 1.6m, Q4 2025 1.6m, Q1 2026 1.3m, Q2 2026 924.0k
-408.4k
-408,353
-30.6%
55
CISCO SYS INC
COM
CSCO
CSCO
260,677
$30.6m0.43%
0.43%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 23.6k, Q2 2026 260.7k
+237.1k
+237,092
1005.3%
56
HEWLETT PACKARD ENTERPRISE C
COM
HPE
HPE
658,911
$29.7m0.42%
0.42%
Added Shares held: Q3 2025 0, Q4 2025 277.0k, Q1 2026 652.2k, Q2 2026 658.9k
+6.7k
+6,728
1.0%
57
TRIP COM GROUP LTD
ADS
TCOM
TCOM
730,252
$29.1m0.41%
0.41%
Added Shares held: Q3 2025 803.5k, Q4 2025 645.2k, Q1 2026 660.0k, Q2 2026 730.3k
+70.2k
+70,238
10.6%
58
ABBVIE INC
COM
ABBV
ABBV
113,870
$28.7m0.41%
0.41%
Added Shares held: Q3 2025 40.5k, Q4 2025 65.8k, Q1 2026 108.4k, Q2 2026 113.9k
+5.5k
+5,507
5.1%
59
CANADIAN NAT RES LTD
COM
CNQ
CNQ
699,654
$27.7m0.39%
0.39%
Added Shares held: Q3 2025 297.8k, Q4 2025 373.5k, Q1 2026 521.1k, Q2 2026 699.7k
+178.5k
+178,543
34.3%
60
AMGEN INC
COM
AMGN
AMGN
74,744
$27.1m0.38%
0.38%
Reduced Shares held: Q3 2025 125.1k, Q4 2025 87.9k, Q1 2026 94.5k, Q2 2026 74.7k
-19.8k
-19,772
-20.9%
61
BOEING CO
COM
BA
BA
122,783
$26.6m0.38%
0.38%
Added Shares held: Q3 2025 102.3k, Q4 2025 99.5k, Q1 2026 102.7k, Q2 2026 122.8k
+20.1k
+20,097
19.6%
62
AON PLC
SHS CL A
AON
AON
74,158
$24.6m0.35%
0.35%
Added Shares held: Q3 2025 84.8k, Q4 2025 66.6k, Q1 2026 72.3k, Q2 2026 74.2k
+1.9k
+1,857
2.6%
63
KEYSIGHT TECHNOLOGIES INC
COM
KEYS
KEYS
70,142
$24.6m0.35%
0.35%
Added Shares held: Q3 2025 60.7k, Q4 2025 69.7k, Q1 2026 68.3k, Q2 2026 70.1k
+1.9k
+1,875
2.8%
64
YUM BRANDS INC
COM
YUM
YUM
149,238
$23.9m0.34%
0.34%
Added Shares held: Q3 2025 80.3k, Q4 2025 137.1k, Q1 2026 147.1k, Q2 2026 149.2k
+2.2k
+2,183
1.5%
65
SALESFORCE INC
COM
CRM
CRM
151,892
$23.8m0.34%
0.34%
Reduced Shares held: Q3 2025 182.0k, Q4 2025 254.2k, Q1 2026 169.5k, Q2 2026 151.9k
-17.6k
-17,596
-10.4%
66
WHEATON PRECIOUS METALS CORP
COM
WPM
WPM
210,893
$23.7m0.34%
0.34%
Added Shares held: Q3 2025 57.3k, Q4 2025 56.4k, Q1 2026 201.1k, Q2 2026 210.9k
+9.8k
+9,778
4.9%
67
BUNGE GLOBAL SA
COM SHS
BG
BG
220,005
$23.5m0.33%
0.33%
Added Shares held: Q3 2025 175.6k, Q4 2025 186.2k, Q1 2026 199.9k, Q2 2026 220.0k
+20.1k
+20,082
10.0%
68
CORTEVA INC
COM
CTVA
CTVA
274,817
$23.3m0.33%
0.33%
Added Shares held: Q3 2025 377.2k, Q4 2025 240.6k, Q1 2026 266.1k, Q2 2026 274.8k
+8.7k
+8,712
3.3%
69
S&P GLOBAL INC
COM
SPGI
SPGI
55,976
$22.8m0.32%
0.32%
Added Shares held: Q3 2025 40.3k, Q4 2025 51.6k, Q1 2026 53.8k, Q2 2026 56.0k
+2.1k
+2,138
4.0%
70
GALLAGHER ARTHUR J & CO
COM
AJG
AJG
98,019
$22.5m0.32%
0.32%
Reduced Shares held: Q3 2025 103.4k, Q4 2025 151.3k, Q1 2026 156.9k, Q2 2026 98.0k
-58.9k
-58,915
-37.5%
71
ROBLOX CORP
CL A
RBLX
RBLX
408,098
$22.2m0.31%
0.31%
Reduced Shares held: Q3 2025 381.1k, Q4 2025 371.5k, Q1 2026 422.0k, Q2 2026 408.1k
-13.9k
-13,866
-3.3%
72
KKR & CO INC
COM
KKR
KKR
236,704
$21.7m0.31%
0.31%
Added Shares held: Q3 2025 41.9k, Q4 2025 171.2k, Q1 2026 229.3k, Q2 2026 236.7k
+7.4k
+7,386
3.2%
73
UL SOLUTIONS INC
CLASS A COM SHS
ULS
ULS
211,923
$21.6m0.31%
0.31%
Added Shares held: Q3 2025 163.6k, Q4 2025 193.3k, Q1 2026 203.2k, Q2 2026 211.9k
+8.7k
+8,679
4.3%
74
WISE GROUP PLC
ORD SHS CLASS A
WSE
WSE
1,782,781
$21.4m0.30%
0.30%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.8m
75
HEICO CORP NEW
COM
HEI
HEI
57,194
$20.4m0.29%
0.29%
Reduced Shares held: Q3 2025 86.9k, Q4 2025 79.4k, Q1 2026 90.7k, Q2 2026 57.2k
-33.6k
-33,553
-37.0%
76
INGERSOLL RAND INC
COM
IR
IR
243,576
$20.0m0.28%
0.28%
Reduced Shares held: Q3 2025 485.4k, Q4 2025 457.4k, Q1 2026 301.8k, Q2 2026 243.6k
-58.2k
-58,177
-19.3%
77
WESTERN DIGITAL CORP
COM
WDC
WDC
31,249
$20.0m0.28%
0.28%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 15.2k, Q2 2026 31.2k
+16.1k
+16,057
105.7%
78
ITT INC
COM
ITT
ITT
98,551
$19.5m0.28%
0.28%
Added Shares held: Q3 2025 67.5k, Q4 2025 99.3k, Q1 2026 98.1k, Q2 2026 98.6k
+469
+469
0.5%
79
PFIZER INC
COM
PFE
PFE
785,251
$18.9m0.27%
0.27%
Added Shares held: Q3 2025 418.6k, Q4 2025 723.1k, Q1 2026 759.4k, Q2 2026 785.3k
+25.9k
+25,883
3.4%
80
CONSTELLATION BRANDS INC
CL A
STZ
STZ
135,640
$18.9m0.27%
0.27%
Added Shares held: Q3 2025 11.6k, Q4 2025 123.8k, Q1 2026 135.2k, Q2 2026 135.6k
+405
+405
0.3%
81
MCDONALDS CORP
COM
MCD
MCD
69,626
$18.8m0.27%
0.27%
Added Shares held: Q3 2025 58.2k, Q4 2025 64.3k, Q1 2026 67.6k, Q2 2026 69.6k
+2.0k
+1,993
3.0%
82
AGNICO EAGLE MINES LTD
COM
AEM
AEM
119,716
$18.6m0.26%
0.26%
Reduced Shares held: Q3 2025 108.7k, Q4 2025 114.7k, Q1 2026 133.9k, Q2 2026 119.7k
-14.2k
-14,160
-10.6%
83
ALIGN TECHNOLOGY INC
COM
ALGN
ALGN
107,855
$18.2m0.26%
0.26%
Reduced Shares held: Q3 2025 79.9k, Q4 2025 106.3k, Q1 2026 115.2k, Q2 2026 107.9k
-7.3k
-7,312
-6.3%
84
CHUBB LIMITED
COM
CB
CB
52,989
$18.1m0.26%
0.26%
Reduced Shares held: Q3 2025 166.1k, Q4 2025 165.5k, Q1 2026 99.5k, Q2 2026 53.0k
-46.5k
-46,516
-46.8%
85
CATERPILLAR INC
COM
CAT
CAT
16,915
$18.0m0.26%
0.26%
Reduced Shares held: Q3 2025 3.9k, Q4 2025 7.2k, Q1 2026 35.6k, Q2 2026 16.9k
-18.6k
-18,648
-52.4%
86
MONDELEZ INTL INC
CL A
MDLZ
MDLZ
310,223
$17.9m0.25%
0.25%
Reduced Shares held: Q3 2025 268.3k, Q4 2025 417.7k, Q1 2026 325.1k, Q2 2026 310.2k
-14.9k
-14,898
-4.6%
87
MARRIOTT INTL INC NEW
CL A
MAR
MAR
47,631
$17.7m0.25%
0.25%
Reduced Shares held: Q3 2025 41.2k, Q4 2025 53.2k, Q1 2026 52.3k, Q2 2026 47.6k
-4.7k
-4,688
-9.0%
88
ALNYLAM PHARMACEUTICALS INC
COM
ALNY
ALNY
58,080
$17.5m0.25%
0.25%
Added Shares held: Q3 2025 129.7k, Q4 2025 119.4k, Q1 2026 53.3k, Q2 2026 58.1k
+4.7k
+4,731
8.9%
89
DANAHER CORPORATION
COM
DHR
DHR
90,146
$17.2m0.24%
0.24%
Added Shares held: Q3 2025 88.7k, Q4 2025 86.4k, Q1 2026 89.3k, Q2 2026 90.1k
+842
+842
0.9%
90
BROOKFIELD CORP
CL A LTD VT SH
BN
BN
400,026
$17.0m0.24%
0.24%
Added Shares held: Q3 2025 386.1k, Q4 2025 340.8k, Q1 2026 389.7k, Q2 2026 400.0k
+10.3k
+10,320
2.6%
91
AMERICA MOVIL SAB DE CV
SPON ADS RP CL B
AMX
AMX
648,782
$16.9m0.24%
0.24%
Reduced Shares held: Q3 2025 1.3m, Q4 2025 1.1m, Q1 2026 677.9k, Q2 2026 648.8k
-29.1k
-29,142
-4.3%
92
APPLOVIN CORP
COM CL A
APP
APP
32,358
$16.7m0.24%
0.24%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 16.0k, Q2 2026 32.4k
+16.4k
+16,350
102.1%
93
WYNN RESORTS LTD
COM
WYNN
WYNN
166,908
$16.2m0.23%
0.23%
Added Shares held: Q3 2025 114.1k, Q4 2025 120.4k, Q1 2026 143.3k, Q2 2026 166.9k
+23.7k
+23,653
16.5%
94
UNITEDHEALTH GROUP INC
COM
UNH
UNH
38,210
$15.9m0.22%
0.22%
Reduced Shares held: Q3 2025 32.6k, Q4 2025 34.2k, Q1 2026 43.4k, Q2 2026 38.2k
-5.2k
-5,193
-12.0%
95
REGENERON PHARMACEUTICALS
COM
REGN
REGN
25,458
$15.9m0.22%
0.22%
Added Shares held: Q3 2025 46.8k, Q4 2025 23.3k, Q1 2026 24.6k, Q2 2026 25.5k
+856
+856
3.5%
96
DIEBOLD NIXDORF INC
COM SHS
DBD
DBD
186,262
$15.8m0.22%
0.22%
Unchanged Shares held: Q3 2025 186.3k, Q4 2025 186.3k, Q1 2026 186.3k, Q2 2026 186.3k
97
ILLUMINA INC
COM
ILMN
ILMN
88,489
$15.6m0.22%
0.22%
Added Shares held: Q3 2025 120.8k, Q4 2025 105.1k, Q1 2026 86.4k, Q2 2026 88.5k
+2.1k
+2,104
2.4%
98
ABBOTT LABS
COM
ABT
ABT
170,903
$15.5m0.22%
0.22%
Reduced Shares held: Q3 2025 308.1k, Q4 2025 368.8k, Q1 2026 302.9k, Q2 2026 170.9k
-132.0k
-132,012
-43.6%
99
ARISTA NETWORKS INC
COM SHS
ANET
ANET
90,754
$15.4m0.22%
0.22%
Added Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.0k, Q2 2026 90.8k
+88.8k
+88,776
4488.2%
100
NIKE INC
CL B
NKE
NKE
359,514
$14.8m0.21%
0.21%
Added Shares held: Q3 2025 377.8k, Q4 2025 293.7k, Q1 2026 321.7k, Q2 2026 359.5k
+37.8k
+37,839
11.8%