Fund Holdings

FEDERATED HERMES, INC.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
LULULEMON ATHLETICA INC(LULU)126,6323,002,767+2,876,13526,315,396459,723,6290.75%+433,408,233
AMCOR PLC
COM NEW
010,633,915+10,633,9150422,698,1220.69%+422,698,122
AMERICAN TOWER CORP(AMT)591,7052,756,058+2,164,353103,885,648475,640,4900.77%+371,754,842
CME GROUP INC(CME)564,0761,560,298+996,222154,037,875460,834,0150.75%+306,796,140
PAYCHEX INC(PAYX)2,409,2295,885,576+3,476,347270,267,321542,179,2710.88%+271,911,950
UNITEDHEALTH GROUP INC(UNH)88,1841,111,214+1,023,03029,110,420300,683,4570.49%+271,573,037
GE VERNOVA INC(GEV)645,002785,564+140,562421,554,010685,718,8881.12%+264,164,878
GARTNER INC(IT)40,1261,690,528+1,650,40210,122,988267,678,2050.44%+257,555,217
CHEVRON CORPORATION(CVX)3,078,8333,506,787+427,954469,244,975725,554,2311.18%+256,309,256
VERTIV HOLDINGS CO(VRT)1,296,8651,770,187+473,322210,105,100443,573,4620.72%+233,468,362
VERIZON COMMUNICATIONS INC(VZ)11,180,32113,603,175+2,422,854455,374,494682,879,3861.11%+227,504,892
MEDTRONIC PLC(MDT)264,8612,647,443+2,382,58225,442,548229,400,9360.37%+203,958,388
FISERV INC(FISV)4,381,0028,659,018+4,278,016294,271,905483,173,2040.79%+188,901,299
KIMCO REALTY CORP(KIM)11,300,47817,881,707+6,581,229229,060,689401,801,9560.65%+172,741,267
AMDOCS LTD(DOX)130,7332,706,299+2,575,56610,525,314176,613,0740.29%+166,087,760
WEC ENERGY GROUP INC(WEC)2,207,5973,423,763+1,216,166232,813,138396,369,0430.64%+163,555,905
COSTCO WHOLESALE CORPORATION(COST)390,657493,417+102,760336,879,531491,655,9420.80%+154,776,411
TARGA RES CORP(TRGP)83,993636,319+552,32615,496,709159,544,2630.26%+144,047,554
INTUIT(INTU)43,434351,518+308,08428,771,550151,989,3550.25%+123,217,805
QUANTA SVCS INC666,166734,461+68,295281,162,022403,233,7780.66%+122,071,756
TERADYNE INC(TER)1,551,6711,409,567-142,104300,341,410417,880,1970.68%+117,538,787
BANK NEW YORK MELLON CORP3,420,8044,334,220+913,416397,121,084514,168,5060.84%+117,047,422
HOWMET AEROSPACE INC(HWM)1,561,4741,879,558+318,084320,133,400433,162,9370.70%+113,029,537
FIRSTENERGY CORP(FE)8,586,8839,754,128+1,167,245384,434,752494,144,1250.80%+109,709,373
DUOLINGO INC(DUOL)88,2181,253,026+1,164,80815,482,259123,510,7740.20%+108,028,515
NVIDIA CORPORATION(NVDA)7,997,6479,154,574+1,156,9271,491,561,1431,596,557,6832.60%+104,996,540
GE AEROSPACE(GE)989,3311,431,996+442,665304,743,706406,357,5910.66%+101,613,885
TOTALENERGIES SE(TTE)3,836,8263,853,531+16,705251,005,146350,594,2510.57%+99,589,105
MERCK & CO INC(MRK)2,492,0383,008,096+516,058262,311,931361,843,8820.59%+99,531,951
PFIZER INC(PFE)20,247,88121,476,961+1,229,080504,172,232603,073,0530.98%+98,900,821
CHENIERE ENERGY INC(LNG)813,746904,860+91,114158,184,139256,763,1510.42%+98,579,012
PINTEREST INC(PINS)230,7915,420,026+5,189,2355,975,17999,403,2760.16%+93,428,097
CELANESE CORP DEL(CE)3,714,5423,782,168+67,626157,050,852248,753,1710.40%+91,702,319
LUMENTUM HLDGS INC(LITE)314,577287,444-27,133115,949,936202,004,1460.33%+86,054,210
MONDELEZ INTL INC(MDLZ)2,640,5953,938,621+1,298,026142,143,229227,022,1140.37%+84,878,885
ACCENTURE PLC IRELAND
SHS CLASS A
326,262836,569+510,30787,536,097165,883,1940.27%+78,347,097
BRIXMOR PPTY GROUP INC(BRX)317,1402,972,348+2,655,2088,315,41185,603,6220.14%+77,288,211
DUKE ENERGY CORP NEW(DUK)3,633,2043,817,183+183,979425,847,853499,821,9770.81%+73,974,124
PEPSICO INC(PEP)2,663,1792,926,665+263,486382,219,450454,481,8080.74%+72,262,358
COMFORT SYS USA INC(FIX)317,466267,030-50,436296,287,842368,231,7000.60%+71,943,858
WORKDAY INC(WDAY)10,309547,683+537,3742,214,16771,154,9750.12%+68,940,808
FIVE BELOW INC(FIVE)1,508,3931,529,552+21,159284,120,905349,472,0410.57%+65,351,136
SOUTHWEST AIRLS CO(LUV)1,023,7302,795,269+1,771,53942,310,761105,018,2560.17%+62,707,495
APPLE INC(AAPL)4,073,9784,610,537+536,5591,107,551,5741,170,108,1081.90%+62,556,534
VEEVA SYS INC(VEEV)1,030,3121,654,869+624,557229,996,547290,694,2870.47%+60,697,740
ATLASSIAN CORPORATION23,928944,711+920,7833,879,68564,476,5260.10%+60,596,841
MARATHON PETE CORP(MPC)209,318387,301+177,98334,041,37494,571,2400.15%+60,529,866
CHEWY INC(CHWY)752,7183,127,572+2,374,85424,877,33084,444,4440.14%+59,567,114
MCCORMICK & CO INC(MKC)222,4321,471,602+1,249,17015,149,84474,227,6050.12%+59,077,761
EXELON CORP(EXC)773,7981,888,922+1,115,12433,729,87592,594,9370.15%+58,865,062
KARMAN HLDGS INC(KRMN)602,2391,229,656+627,41744,065,82898,433,9620.16%+54,368,134
GITLAB INC(GTLB)15,6832,481,164+2,465,481588,58353,692,3890.09%+53,103,806
SANOFI SA(SNY)3,642,3074,754,359+1,112,052176,506,195229,065,0170.37%+52,558,822
ROCKWELL AUTOMATION INC(ROK)81,326234,231+152,90531,641,50784,060,8220.14%+52,419,315
TRAVELERS COMPANIES INC(TRV)976,3071,148,885+172,578283,187,720335,106,9110.55%+51,919,191
FORTINET INC(FTNT)348,366960,230+611,86427,663,74478,469,9960.13%+50,806,252
PRINCIPAL FINANCIAL GROUP IN(PFG)18,096581,347+563,2511,596,24852,385,1780.09%+50,788,930
ADVANCE AUTO PARTS INC(AAP)2,811,6753,042,695+231,020110,498,809160,502,1420.26%+50,003,333
PHILLIPS 66(PSX)97,711342,845+245,13412,608,62862,459,5530.10%+49,850,925
SCHWAB CHARLES CORP(SCHW)771,7021,346,144+574,44277,100,747126,510,6120.21%+49,409,865
KIMBERLY-CLARK CORP(KMB)2,042,9702,639,964+596,994206,115,268254,677,3420.41%+48,562,074
TAIWAN SEMICONDUCTOR MANUFAC(TSM)627,527707,181+79,654190,699,181238,991,8190.39%+48,292,638
HALLIBURTON CO(HAL)100,3741,268,454+1,168,0802,836,56949,457,0220.08%+46,620,453
CASEYS GEN STORES INC(CASY)2,99063,257+60,2671,652,60346,042,2400.07%+44,389,637
MOTOROLA SOLUTIONS INC(MSI)122,516207,085+84,56946,962,83389,868,6760.15%+42,905,843
CISCO SYS INC(CSCO)68,796611,557+542,7615,299,35647,450,7080.08%+42,151,352
JOHNSON CONTROLS INTERNATION
SHS
36,487355,022+318,5354,369,31946,490,1320.08%+42,120,813
ALTRIA GROUP INC(MO)2,071,1542,434,715+363,561119,422,739160,666,8440.26%+41,244,105
NEW ORIENTAL ED & TECHNOLOGY(EDU)742,2491,435,870+693,62140,845,96381,313,3190.13%+40,467,356
RESTAURANT BRANDS INTL INC(QSR)68,789604,681+535,8924,693,47344,685,9260.07%+39,992,453
CARVANA CO(CVNA)196,082386,828+190,74682,750,526121,610,9870.20%+38,860,461
INDIVIOR PHARMACEUTICALS INC(INDV)01,217,721+1,217,721037,116,1360.06%+37,116,136
PARKER-HANNIFIN CORP(PH)36,26876,523+40,25531,878,12168,506,4500.11%+36,628,329
MODERNA INC(MRNA)2,178,5371,977,079-201,45864,245,055100,435,6130.16%+36,190,558
AMERICAN HEALTHCARE REIT INC(AHR)2,557,8503,306,517+748,667120,372,404155,935,3470.25%+35,562,943
MEDLINE INC(MDLN)35,000820,317+785,3171,470,00036,504,1070.06%+35,034,107
MONOLITHIC PWR SYS INC(MPWR)20,28448,564+28,28018,384,60653,097,4500.09%+34,712,844
MICRON TECHNOLOGY INC(MU)433,969468,464+34,495123,859,094158,265,8790.26%+34,406,785
KLA CORP(KLAC)73,83184,091+10,26089,710,572123,816,4290.20%+34,105,857
FEDERATED HERMES ETF TRUST
MDT MAR NEU ETF
01,310,857+1,310,857034,028,5370.06%+34,028,537
EOG RES INC(EOG)737,026770,031+33,00577,395,095111,323,4470.18%+33,928,352
PPL CORP(PPL)7,995,6758,216,966+221,291280,008,534313,888,1010.51%+33,879,567
FABRINET(FN)25,43285,428+59,99611,578,68144,552,4100.07%+32,973,729
ENBRIDGE INC(ENB)4,856,3724,892,075+35,703232,280,279264,856,9400.43%+32,576,661
BWX TECHNOLOGIES INC(BWXT)453,356540,528+87,17278,358,051110,532,5700.18%+32,174,519
ON HLDG AG(ONON)890,7372,149,871+1,259,13441,401,45573,138,6120.12%+31,737,157
EQUIPMENTSHARE COM INC(EQPT)01,549,176+1,549,176031,556,7150.05%+31,556,715
EVERGY INC(EVRG)3,760,5483,711,940-48,608272,602,124304,082,1240.49%+31,480,000
BOOKING HOLDINGS INC(BKNG)19,23331,599+12,366102,999,063133,041,9030.22%+30,042,840
ANALOG DEVICES INC(ADI)52,455138,884+86,42914,225,79544,184,5570.07%+29,958,762
SILICON LABORATORIES INC(SLAB)392,029383,083-8,94651,238,19279,738,7270.13%+28,500,535
APOGEE THERAPEUTICS INC(APGE)127,931442,738+314,8079,656,23237,265,2570.06%+27,609,025
BLOOM ENERGY CORP305,558398,582+93,02426,549,93454,003,8740.09%+27,453,940
SOUTHERN CO(SO)1,786,4401,889,752+103,312155,777,534182,398,8640.30%+26,621,330
WALMART INC(WMT)935,8051,052,447+116,642104,258,052130,798,1400.21%+26,540,088
XENON PHARMACEUTICALS INC(XENE)672,237972,237+300,00030,129,66256,535,5820.09%+26,405,920
HILTON WORLDWIDE HLDGS INC(HLT)403,107466,950+63,843115,792,486141,990,1560.23%+26,197,670
YUM BRANDS INC(YUM)481,259635,968+154,70972,804,86398,880,3060.16%+26,075,443
JABIL INC(JBL)1,12598,972+97,847256,52226,289,9320.04%+26,033,410
POWELL INDS INC(POWL)185,113156,752-28,36159,010,32284,815,3720.14%+25,805,050
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