Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$1.78B
Total Bought
$404.69M
Total Sold
$696.21M
Net Transaction
-$291.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CUMMINS INC(CMI)3,48970,116+66,6271,78137,7242.12%+35,943
SCHWAB CHARLES CORP(SCHW)0356,533+356,533033,5071.88%+33,507
SHOPIFY INC(SHOP)0255,680+255,680030,3291.70%+30,329
HONEYWELL INTL INC(HON)0130,267+130,267029,4441.65%+29,444
ROSS STORES INC(ROST)0135,119+135,119029,2711.64%+29,271
ILLUMINA INC(ILMN)0230,270+230,270028,3831.59%+28,383
LINCOLN ELEC HLDGS INC(LECO)6,260104,210+97,9501,50025,9571.46%+24,456
APPLIED MATLS INC189,709212,465+22,75648,75372,6184.08%+23,865
VISA INC(V)0120,485+120,485036,4152.04%+36,415
KOSMOS ENERGY LTD(KOS)04,008,525+4,008,525011,1440.63%+11,144
NUCOR CORP(NUE)131,628168,444+36,81621,47028,4841.60%+7,014
EATON CORP PLC(ETN)098,698+98,698035,3011.98%+35,301
NVIDIA CORPORATION(NVDA)0646,412+646,4120112,7346.33%+112,734
GE AEROSPACE(GE)103,483130,327+26,84431,87636,9832.08%+5,107
SYNOPSYS INC(SNPS)47,60666,240+18,63422,36126,2631.47%+3,901
MCDONALDS CORP(MCD)031,127+31,12709,6740.54%+9,674
EXELON CORP(EXC)0120,458+120,45805,9050.33%+5,905
APPLE INC(AAPL)259,077288,500+29,42370,43373,2184.11%+2,786
FIRST SOLAR INC(FSLR)015,002+15,00202,9590.17%+2,959
MONDELEZ INTL INC(MDLZ)094,993+94,99305,4750.31%+5,475
AERCAP HOLDINGS NV(AER)9,88326,218+16,3351,4213,5970.20%+2,176
STATE STR CORP(STT)018,445+18,44502,3340.13%+2,334
ROYALTY PHARMA PLC(RPRX)77,313101,815+24,5022,9874,8840.27%+1,897
EXXON MOBIL CORP034,490+34,49005,8520.33%+5,852
NVR INC(NVR)0313+31302,0630.12%+2,063
BAKER HUGHES COMPANY(BKR)079,028+79,02804,8250.27%+4,825
MARVELL TECHNOLOGY INC(MRVL)14,56530,563+15,9981,2383,0270.17%+1,790
MEDTRONIC PLC(MDT)058,494+58,49405,0690.28%+5,069
PUBLIC SVC ENTERPRISE GROUP(PEG)028,449+28,44902,3030.13%+2,303
AMETEK INC027,910+27,91005,9830.34%+5,983
CIENA CORP(CIEN)05,854+5,85402,2730.13%+2,273
GE VERNOVA INC(GEV)04,030+4,03003,5180.20%+3,518
DOMINOS PIZZA INC(DPZ)09,206+9,20603,3030.19%+3,303
CISCO SYS INC(CSCO)093,954+93,95407,2900.41%+7,290
AGILENT TECHNOLOGIES INC(A)7,84222,864+15,0221,0672,6060.15%+1,539
JABIL INC(JBL)010,508+10,50802,7910.16%+2,791
FOX CORP(FOX)026,811+26,81101,5660.09%+1,566
TARGET CORP(TGT)017,498+17,49802,1210.12%+2,121
CITIGROUP INC(C)12,48525,761+13,2761,4572,9220.16%+1,465
NEBIUS GROUP N.V.(NBIS)013,926+13,92601,4450.08%+1,445
WASTE MGMT INC DEL(WM)033,687+33,68707,7410.43%+7,741
HUBBELL INC(HUBB)8,88910,935+2,0463,9485,3660.30%+1,419
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,026+4,02601,5770.09%+1,577
AMCOR PLC
COM NEW
034,314+34,31401,3640.08%+1,364
MICROCHIP TECHNOLOGY INC.(MCHP)021,553+21,55301,3930.08%+1,393
BANK NEW YORK MELLON CORP020,920+20,92002,4820.14%+2,482
GENERAL MILLS INC(GIS)0135,154+135,15405,0300.28%+5,030
TRIMBLE INC(TRMB)033,079+33,07902,1580.12%+2,158
LIVE NATION ENTERTAINMENT IN(LYV)08,516+8,51601,2990.07%+1,299
UNITED PARCEL SVCS INC(UPS)022,952+22,95202,2580.13%+2,258
WARNER BROS DISCOVERY INC(WBD)046,916+46,91601,2880.07%+1,288
WILLIS TOWERS WATSON PLC LTD(WTW)010,076+10,07602,9290.16%+2,929
TECHNIPFMC PLC(FTI)29,98035,280+5,3001,3362,4390.14%+1,103
WATERS CORP(WAT)04,285+4,28501,2760.07%+1,276
DIGITAL RLTY TR INC(DLR)010,534+10,53401,8980.11%+1,898
EQUITABLE HLDGS INC030,567+30,56701,1340.06%+1,134
GAP INC(GAP)041,000+41,00009920.06%+992
ABBVIE INC(ABBV)029,986+29,98606,5220.37%+6,522
KLA CORP(KLAC)02,118+2,11803,1190.18%+3,119
JOHNSON CONTROLS INTERNATION
SHS
021,677+21,67702,8390.16%+2,839
SANMINA CORP(SANM)06,960+6,96009020.05%+902
DOLLAR GEN CORP(DG)22,75432,958+10,2043,0213,9130.22%+892
IRON MTN INC DEL(IRM)09,222+9,22209420.05%+942
ARGAN INC01,570+1,57008550.05%+855
VENTAS INC(VTR)059,644+59,64404,8780.27%+4,878
MARATHON PETE CORP(MPC)07,001+7,00101,7100.10%+1,710
MARSH & MCLENNAN COS INC(MRSH)013,305+13,30502,3080.13%+2,308
CURTISS WRIGHT CORP(CW)2,3952,975+5801,3202,0260.11%+706
FLEXTRONICS INTL LTD(FLEX)3,60414,034+10,4302189190.05%+701
HOWMET AEROSPACE INC(HWM)018,487+18,48704,2610.24%+4,261
TEXAS PACIFIC LAND CORPORATI(TPL)05,835+5,83502,7690.16%+2,769
HUDBAY MINERALS INC(HBM)031,775+31,77506640.04%+664
AIR PRODUCTS AND CHEMICALS I03,316+3,31609630.05%+963
HP INC(HPQ)086,097+86,09701,6540.09%+1,654
LPL FINL HLDGS INC(LPLA)05,666+5,66601,7050.10%+1,705
CBOE GLOBAL MKTS INC(CBOE)025,005+25,00507,0280.39%+7,028
WELLTOWER INC(WELL)025,431+25,43105,0280.28%+5,028
CARVANA CO(CVNA)02,240+2,24007040.04%+704
CONSTELLATION ENERGY CORP(CEG)02,690+2,69007510.04%+751
BURLINGTON STORES INC(BURL)8,8859,678+7932,5663,1490.18%+583
TERADYNE INC(TER)1,4242,881+1,4572768540.05%+578
DEERE & CO(DE)06,184+6,18403,4830.20%+3,483
CHEVRON CORPORATION(CVX)017,850+17,85003,6930.21%+3,693
HEICO CORP NEW(HEI)02,306+2,30606320.04%+632
SANDISK CORP(SNDK)1,7651,530-2354259720.05%+547
WILLIAMS SONOMA INC(WSM)03,767+3,76706870.04%+687
ROCKET LAB CORP(RKLB)010,749+10,74906900.04%+690
DUKE ENERGY CORP NEW(DUK)05,163+5,16306760.04%+676
AMRIZE LTD(AMRZ)3,14412,314+9,1701706900.04%+520
HEICO CORP NEW02,943+2,94306210.03%+621
PEPSICO INC(PEP)027,407+27,40704,2560.24%+4,256
LOWES COS INC(LOW)011,928+11,92802,8180.16%+2,818
CRANE COMPANY(CR)4,2457,450+3,2057831,2740.07%+491
TAPESTRY INC(TPR)05,570+5,57007860.04%+786
TRADEWEB MKTS INC(TW)018,794+18,79402,2110.12%+2,211
CADENCE DESIGN SYSTEM INC(CDNS)08,717+8,71702,4220.14%+2,422
REPUBLIC SVCS INC(RSG)011,543+11,54302,5280.14%+2,528
FOX CORP(FOX)16,50328,419+11,9161,0721,5090.08%+438
ANNALY CAPITAL MANAGEMENT IN099,661+99,66102,1080.12%+2,108
LIBERTY MEDIA CORP DEL(FWONA)06,055+6,05505150.03%+515
Page 1 of 1