Fund Holdings

MetLife Investment Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STREET SPDR S&P ETF TRUST(SPY)209,900301,550+91,650143,135,008196,110,0271.00%+52,975,019
EXXON MOBIL CORP1,011,084977,222-33,862121,673,849165,795,4850.85%+44,121,636
STATE STREET SPDR PORTFOLIO HIGH Y
ST PORT HIGH ETF
01,674,673+1,674,673039,053,3740.20%+39,053,374
ASTRAZENECA PLC(AZN)0147,386+147,386028,551,1780.15%+28,551,178
ISHARES MSCI EAFE ETF216,300504,000+287,70020,771,28948,953,5200.25%+28,182,231
SOUTHSTATE BANK CORP0276,053+276,053025,540,4240.13%+25,540,424
VERTIV HOLDINGS CLASS A(VRT)24,572106,524+81,9523,980,91026,692,7840.14%+22,711,874
PRAXIS PRECISION MEDICINES INC(PRAX)12,42480,930+68,5063,661,85026,074,8370.13%+22,412,987
PINNACLE FINANCIAL PARTNERS INC(PNFP)0257,751+257,751022,202,6710.11%+22,202,671
CHEVRON CORP(CVX)453,414437,986-15,42869,104,82890,619,3030.46%+21,514,475
STANDARDAERO(SARO)2,921826,277+823,35683,77421,342,7350.11%+21,258,961
OLD NATIONAL BANCORP(ONB)357,0721,308,537+951,4657,966,27628,918,6680.15%+20,952,392
VOYA FINANCIAL INC(VOYA)46,514337,948+291,4343,464,82823,088,6070.12%+19,623,779
JOHNSON & JOHNSON(JNJ)577,522563,045-14,477119,518,178137,630,7200.70%+18,112,542
OLIN CORP(OLN)55,774627,557+571,7831,161,77218,657,2700.10%+17,495,498
LTC PROPERTIES REIT INC(LTC)26,865491,176+464,311923,61918,252,1000.09%+17,328,481
ULTRA CLEAN HOLDINGS INC(UCTT)26,200267,871+241,671663,64616,656,2190.08%+15,992,573
APPLIED MATERIAL INC202,033195,613-6,42051,920,46166,858,5670.34%+14,938,106
ADVANCED ENERGY INDUSTRIES INC82,99199,863+16,87217,375,82632,226,7890.16%+14,850,963
SL GREEN REALTY REIT CORP(SLG)41,421453,095+411,6741,899,98116,737,3290.09%+14,837,348
TRAVELERS COMPANIES INC(TRV)050,540+50,540014,741,5070.08%+14,741,507
GE VERNOVA INC(GEV)78,26275,175-3,08751,149,69565,620,2580.33%+14,470,563
SANDISK CORP(SNDK)33,30434,417+1,1137,905,70421,866,4970.11%+13,960,793
HELMERICH & PAYNE INC(HP)54,158421,832+367,6741,553,25115,198,6070.08%+13,645,356
CALIX NETWORKS INC(CALX)32,976312,407+279,4311,745,42015,304,8190.08%+13,559,399
COSTCO WHOLESALE CORP(COST)127,659123,754-3,905110,085,462123,312,1980.63%+13,226,736
CATERPILLAR INC(CAT)114,855111,257-3,59865,796,98478,821,1340.40%+13,024,150
TARGET CORP(TGT)0105,829+105,829012,826,4750.07%+12,826,475
LAM RESEARCH CORP(LRCX)361,637348,574-13,06361,905,02274,476,3210.38%+12,571,299
VIRIDIAN THERAPEUTICS ORS INC(VRDN)43,985708,527+664,5421,368,81313,858,7880.07%+12,489,975
ANTERO RESOURCES CORP(AR)548,646729,042+180,39618,906,34130,940,5420.16%+12,034,201
MICRON TECHNOLOGY INC(MU)268,999262,856-6,14376,775,00588,803,2710.45%+12,028,266
NORTHERN OIL AND GAS INC(NOG)53,890415,320+361,4301,157,01812,139,8040.06%+10,982,786
RAYONIER REIT INC(RYN)72,730605,986+533,2561,574,60512,495,4310.06%+10,920,826
SIMMONS FIRST NATIONAL CORP CLASS(SFNC)78,816623,480+544,6641,485,68212,126,6860.06%+10,641,004
SPX TECHNOLOGIES INC051,581+51,581010,313,1050.05%+10,313,105
WALMART INC(WMT)1,071,6091,043,359-28,250119,387,959129,668,6570.66%+10,280,698
CONOCOPHILLIPS(COP)296,473286,472-10,00127,752,83837,814,3040.19%+10,061,466
ISHARES RUSSELL VALUE ETF TRUST43,30083,800+40,5009,107,72217,905,5460.09%+8,797,824
INTEL CORPORATION CORP(INTC)1,073,7121,092,476+18,76439,619,97348,210,9660.25%+8,590,993
CORNING INC(GLW)187,038182,425-4,61316,377,04724,804,3270.13%+8,427,280
VERIZON COMMUNICATIONS INC(VZ)1,010,896985,457-25,43941,173,79449,469,9410.25%+8,296,147
MATADOR RESOURCES(MTDR)258,979301,073+42,09410,991,06919,021,7920.10%+8,030,723
KONTOOR BRANDS INC(KTB)277,651354,655+77,00416,961,70024,928,7000.13%+7,967,000
KLA CORP(KLAC)37,84836,580-1,26845,988,34853,860,7580.27%+7,872,410
CARNIVAL CORP0284,620+284,62007,365,9660.04%+7,365,966
WESTERN DIGITAL CORP(WDC)81,93279,241-2,69114,114,42621,433,8980.11%+7,319,472
MERCK & CO INC(MRK)595,616580,004-15,61262,694,54069,768,6810.36%+7,074,141
COEUR MINING INC(CDE)1,132,8971,432,503+299,60620,199,55426,888,0810.14%+6,688,527
LINDE PLC(LIN)111,984109,153-2,83147,748,85854,113,6910.28%+6,364,833
TTM TECHNOLOGIES INC(TTMI)56,480104,761+48,2813,897,12010,205,8170.05%+6,308,697
TOTALENERGIES(TTE)180,782189,929+9,14711,782,02017,706,0360.09%+5,924,016
SOLSTICE ADVANCED MATERIALS INC(SOLS)2,60278,096+75,494126,4055,947,7910.03%+5,821,386
TECHNIPFMC PLC(FTI)289,970270,533-19,43712,921,06318,701,9460.10%+5,780,883
VALERO ENERGY CORP(VLO)73,10071,250-1,85011,899,94917,604,4500.09%+5,704,501
BALDWIN INSURANCE GROUP INC CLASS(BWIN)619,292937,693+318,40114,881,58720,572,9840.10%+5,691,397
BLOOM ENERGY CLASS A CORP120,311118,812-1,49910,453,82316,097,8380.08%+5,644,015
AT&T INC(T)1,696,6031,634,303-62,30042,143,61947,378,4440.24%+5,234,825
LOCKHEED MARTIN CORP(LMT)51,62849,966-1,66224,970,91530,198,9510.15%+5,228,036
SEAGATE TECHNOLOGY HOLDINGS PLC
ORD SHS
48,66347,381-1,28213,401,30418,561,9810.09%+5,160,677
MARATHON PETROLEUM CORP(MPC)72,11569,022-3,09311,728,06216,853,7920.09%+5,125,730
NEXTERA ENERGY INC(NEE)499,311486,683-12,62840,084,68745,203,1170.23%+5,118,430
DEERE(DE)60,15658,780-1,37628,006,82933,110,7740.17%+5,103,945
EQUINIX REIT INC(EQIX)26,26425,732-53220,122,42625,223,5360.13%+5,101,110
NEXTPOWER INC CLASS A150,482149,956-52613,108,48718,077,1960.09%+4,968,709
VERISIGN INC019,293+19,29304,791,6090.02%+4,791,609
AKAMAI TECHNOLOGIES INC(AKAM)34,43367,509+33,0763,004,2797,753,4090.04%+4,749,130
PHILLIPS(PSX)97,97695,446-2,53012,642,82317,388,3520.09%+4,745,529
PERMIAN RESOURCES CORP CLASS A(PR)574,803597,910+23,1078,064,48612,747,4410.07%+4,682,955
EOG RESOURCES INC(EOG)130,135126,844-3,29113,665,47618,337,8370.09%+4,672,361
MOOG INC CLASS A(MOG-A)15,44928,796+13,3473,762,6048,426,8610.04%+4,664,257
QUANTA SERVICES INC41,21939,964-1,25517,396,89121,941,0350.11%+4,544,144
ANALOG DEVICES INC(ADI)118,003114,177-3,82632,002,41436,324,2710.19%+4,321,857
AMCOR PLC
COM NEW
0107,941+107,94104,290,6550.02%+4,290,655
LITTELFUSE INC(LFUS)73,28667,235-6,05118,535,49522,816,1970.12%+4,280,702
SLB NV(SLB)363,937354,820-9,11713,967,90218,234,2000.09%+4,266,298
AMERICAN HEALTHCARE REIT INC(AHR)98,193186,658+88,4654,620,9638,802,7910.04%+4,181,828
APTARGROUP INC148,971177,129+28,15818,168,50322,321,7970.11%+4,153,294
COMFORT SYSTEMS USA INC(FIX)10,1109,790-3209,435,56213,500,3120.07%+4,064,750
XPO INC(XPO)87,89482,185-5,70911,945,67415,989,0920.08%+4,043,418
COCA-COLA(KO)1,019,995990,664-29,33171,307,85075,339,9970.38%+4,032,147
GILEAD SCIENCES INC(GILD)313,663305,106-8,55738,498,99742,522,6230.22%+4,023,626
ARROWHEAD PHARMACEUTICALS INC(ARWR)73,040140,404+67,3644,849,1268,803,3310.04%+3,954,205
CARETRUST REIT INC(CTRE)130,031234,671+104,6404,701,9218,600,6920.04%+3,898,771
HONEYWELL INTERNATIONAL INC(HON)152,214148,365-3,84929,695,42933,534,9410.17%+3,839,512
ALLY FINANCIAL INC(ALLY)138,472257,516+119,0446,271,39710,102,3530.05%+3,830,956
OCCIDENTAL PETROLEUM CORP(OXY)172,179167,818-4,3617,080,00010,908,1700.06%+3,828,170
SITIME CORP(SITM)11,92522,695+10,7704,211,7917,837,7180.04%+3,625,927
TARGA RESOURCES CORP(TRGP)61,66159,707-1,95411,376,45514,970,3360.08%+3,593,881
TERADYNE INC(TER)37,54136,593-9487,266,43610,848,3610.06%+3,581,925
TEXAS INSTRUMENT INC(TXN)235,752228,863-6,88940,900,61444,431,4630.23%+3,530,849
INTERDIGITAL INC(IDCC)14,24626,289+12,0434,535,6417,939,2780.04%+3,403,637
PFIZER INC(PFE)1,362,9301,328,456-34,47433,936,95737,303,0440.19%+3,366,087
BAKER HUGHES CLASS A(BKR)236,633230,968-5,66510,776,26714,100,5960.07%+3,324,329
CASEYS GENERAL STORES INC(CASY)18,43318,484+5110,188,10313,453,7640.07%+3,265,661
OVINTIV INC(OVV)123,800136,746+12,9464,851,7228,117,2430.04%+3,265,521
TEREX CORP(TEX)66,802115,303+48,5013,565,8916,814,4070.03%+3,248,516
MASTEC INC(MTZ)30,61630,779+1636,655,0009,902,8350.05%+3,247,835
WILLIAMS INC(WMB)295,813288,210-7,60317,781,31920,975,9240.11%+3,194,605
HELIOS TECHNOLOGIES INC(HLIO)280,032280,107+7514,978,91218,125,7240.09%+3,146,812
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