Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$1.90B
Total Bought
$912.56M
Total Sold
$181.41M
Net Transaction
+$731.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)79,215246,172+166,95733,38992,4114.86%+59,021
AMAZON COM INC(AMZN)103,741401,397+297,65622,76076,3704.02%+53,610
INTERCONTINENTAL EXCHANGE IN(ICE)0297,635+297,635051,3422.70%+51,342
BERKSHIRE HATHAWAY INC DEL9,87191,256+81,3854,47448,6012.56%+44,127
META PLATFORMS INC(META)079,346+79,346045,7322.41%+45,732
OREILLY AUTOMOTIVE INC(ORLY)030,804+30,804044,1292.32%+44,129
JPMORGAN CHASE & CO.(JPM)20,921175,041+154,1205,01542,9382.26%+37,923
ALPHABET INC(GOOG)72,340330,258+257,91813,69451,0712.69%+37,377
NVIDIA CORPORATION(NVDA)223,247605,523+382,27629,98065,6273.45%+35,647
BROADCOM INC(AVGO)52,605284,471+231,86612,19647,6292.51%+35,433
ZOETIS INC(ZTS)0242,524+242,524039,9322.10%+39,932
BECTON DICKINSON & CO(BDX)0166,812+166,812038,2102.01%+38,210
MONDELEZ INTL INC(MDLZ)0564,045+564,045038,2702.01%+38,270
DISNEY WALT CO(DIS)0329,880+329,880032,5591.71%+32,559
MONOLITHIC PWR SYS INC(MPWR)047,352+47,352027,4631.45%+27,463
MOTOROLA SOLUTIONS INC(MSI)058,231+58,231025,4941.34%+25,494
SAIA INC(SAIA)062,780+62,780021,9371.15%+21,937
TOPBUILD CORP071,575+71,575021,8271.15%+21,827
SERVICENOW INC(NOW)4,30232,493+28,1914,56125,8691.36%+21,308
UNITED THERAPEUTICS CORP DEL(UTHR)5,57765,617+60,0401,96820,2281.06%+18,260
SHERWIN WILLIAMS CO(SHW)056,359+56,359019,6801.04%+19,680
XYLEM INC(XYL)0142,145+142,145016,9810.89%+16,981
AGNC INVT CORP(AGNC)01,705,220+1,705,220016,3360.86%+16,336
COCA COLA CONS INC(COKE)06,789+6,78909,1650.48%+9,165
KOSMOS ENERGY LTD(KOS)04,008,525+4,008,52509,1390.48%+9,139
COCA COLA CO(KO)0124,307+124,30708,9030.47%+8,903
QUALCOMM INC(QCOM)23,66158,217+34,5563,6358,9430.47%+5,308
SPOTIFY TECHNOLOGY S A(SPOT)2,1717,359+5,1889714,0480.21%+3,076
GENERAL MLS INC(GIS)094,366+94,36605,6420.30%+5,642
PALO ALTO NETWORKS INC(PANW)035,905+35,90506,1270.32%+6,127
PEPSICO INC(PEP)052,717+52,71707,9040.42%+7,904
PROCTER AND GAMBLE CO(PG)048,808+48,80808,3180.44%+8,318
TJX COS INC NEW(TJX)049,529+49,52906,0330.32%+6,033
LYONDELLBASELL INDUSTRIES N
SHS - A -
046,407+46,40703,2670.17%+3,267
EXXON MOBIL CORP035,890+35,89004,2680.22%+4,268
EASTGROUP PPTYS INC(EGP)012,470+12,47002,1970.12%+2,197
JOHNSON & JOHNSON(JNJ)085,874+85,874014,2410.75%+14,241
ALLIANT ENERGY CORP(LNT)031,608+31,60802,0340.11%+2,034
RTX CORPORATION(RTX)23,88235,434+11,5522,7644,6940.25%+1,930
ROLLINS INC(ROL)039,847+39,84702,1530.11%+2,153
VERIZON COMMUNICATIONS INC(VZ)0195,475+195,47508,8670.47%+8,867
GEN DIGITAL INC(GEN)0165,598+165,59804,3950.23%+4,395
WASTE MGMT INC DEL(WM)019,280+19,28004,4640.23%+4,464
THE CIGNA GROUP(CI)16,47018,840+2,3704,5486,1980.33%+1,650
COSTCO WHSL CORP NEW(COST)04,720+4,72004,4640.23%+4,464
ABBVIE INC(ABBV)033,945+33,94507,1120.37%+7,112
UBER TECHNOLOGIES INC(UBER)039,879+39,87902,9060.15%+2,906
TE CONNECTIVITY PLC(TEL)011,746+11,74601,6600.09%+1,660
ANSYS INC08,849+8,84902,8010.15%+2,801
REINSURANCE GRP OF AMERICA I(RGA)07,745+7,74501,5250.08%+1,525
CISCO SYS INC(CSCO)0138,757+138,75708,5630.45%+8,563
STERIS PLC(STE)08,959+8,95902,0310.11%+2,031
TRADEWEB MKTS INC(TW)031,462+31,46204,6710.25%+4,671
ALLSTATE CORP(ALL)019,346+19,34604,0060.21%+4,006
EXTRA SPACE STORAGE INC(EXR)013,309+13,30901,9760.10%+1,976
EVERSOURCE ENERGY(ES)068,896+68,89604,2790.23%+4,279
CONSOLIDATED EDISON INC(ED)41,49744,853+3,3563,7034,9600.26%+1,258
REALTY INCOME CORP(O)073,698+73,69804,2750.23%+4,275
EXELON CORP(EXC)074,922+74,92203,4520.18%+3,452
MSCI INC(MSCI)04,056+4,05602,2940.12%+2,294
PROGRESSIVE CORP(PGR)019,981+19,98105,6550.30%+5,655
AMETEK INC010,524+10,52401,8120.10%+1,812
VULCAN MATLS CO(VMC)06,783+6,78301,5820.08%+1,582
HERSHEY CO(HSY)08,600+8,60001,4710.08%+1,471
MICRON TECHNOLOGY INC(MU)032,989+32,98902,8660.15%+2,866
CARDINAL HEALTH INC(CAH)032,640+32,64004,4970.24%+4,497
KEMPER CORP(KMPB)017,345+17,34501,1600.06%+1,160
RESMED INC(RMD)06,184+6,18401,3840.07%+1,384
ELI LILLY & CO(LLY)12,25112,771+5209,45810,5480.56%+1,090
CAMDEN PPTY TR(CPT)09,832+9,83201,2020.06%+1,202
COCA-COLA EUROPACIFIC PARTNE
SHS
050,459+50,45904,3910.23%+4,391
ANNALY CAPITAL MANAGEMENT IN0121,662+121,66202,4710.13%+2,471
BJS WHSL CLUB HLDGS INC(BJ)010,877+10,87701,2410.07%+1,241
PHILIP MORRIS INTL INC(PM)018,043+18,04302,8640.15%+2,864
PERFORMANCE FOOD GROUP CO(PFGC)013,265+13,26501,0430.05%+1,043
NETFLIX INC(NFLX)6,6657,482+8175,9416,9770.37%+1,037
DEERE & CO(DE)8,71410,072+1,3583,6924,7270.25%+1,035
ABBOTT LABS022,414+22,41402,9730.16%+2,973
WEC ENERGY GROUP INC(WEC)09,977+9,97701,0870.06%+1,087
MERCK & CO INC(MRK)075,929+75,92906,8150.36%+6,815
LINDE PLC(LIN)11,09112,106+1,0154,6435,6370.30%+994
AMERICAN TOWER CORP NEW(AMT)016,219+16,21903,5290.19%+3,529
SS&C TECHNOLOGIES HLDGS INC(SSNC)013,773+13,77301,1500.06%+1,150
CHUBB LIMITED
COM
011,209+11,20903,3850.18%+3,385
NUTANIX INC(NTNX)013,571+13,57109470.05%+947
HARTFORD INSURANCE GROUP INC(HIG)033,744+33,74404,1750.22%+4,175
GALLAGHER ARTHUR J & CO(AJG)07,703+7,70302,6590.14%+2,659
TEXAS PACIFIC LAND CORPORATI(TPL)03,148+3,14804,1710.22%+4,171
ILLINOIS TOOL WKS INC(ITW)05,991+5,99101,4860.08%+1,486
ADVANCED MICRO DEVICES INC(AMD)036,540+36,54003,7540.20%+3,754
CORTEVA INC(CTVA)030,632+30,63201,9280.10%+1,928
AT&T INC(T)0174,932+174,93204,9470.26%+4,947
AUTOZONE INC(AZO)01,962+1,96207,4810.39%+7,481
CENCORA INC020,874+20,87405,8050.31%+5,805
GENERAL DYNAMICS CORP(GD)013,319+13,31903,6300.19%+3,630
CBOE GLOBAL MKTS INC(CBOE)028,717+28,71706,4980.34%+6,498
FLUTTER ENTMT PLC(FLUT)3,2247,443+4,2198331,6490.09%+816
HCA HEALTHCARE INC(HCA)03,956+3,95601,3670.07%+1,367
CROWN CASTLE INC(CCI)039,234+39,23404,0890.22%+4,089
TYLER TECHNOLOGIES INC(TYL)02,559+2,55901,4880.08%+1,488
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