Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$2.13B
Total Bought
$429.63M
Total Sold
$333.87M
Net Transaction
+$95.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SPOTIFY TECHNOLOGY S A(SPOT)7,35960,839+53,4804,04846,6842.19%+42,637
CAPITAL ONE FINL CORP(COF)0149,023+149,023031,7061.49%+31,706
MICROSOFT CORP(MSFT)246,172248,737+2,56592,411123,7245.80%+31,314
EATON CORP PLC(ETN)089,673+89,673032,0121.50%+32,012
BROADCOM INC(AVGO)284,471282,984-1,48747,62978,0053.66%+30,376
UNITED RENTALS INC(URI)041,651+41,651031,3801.47%+31,380
NVIDIA CORPORATION(NVDA)605,523599,120-6,40365,62794,6554.44%+29,028
GE AEROSPACE(GE)0113,491+113,491029,2111.37%+29,211
SHERWIN WILLIAMS CO(SHW)56,359102,268+45,90919,68035,1151.65%+15,435
SERVICENOW INC(NOW)32,49339,681+7,18825,86940,7951.91%+14,926
META PLATFORMS INC(META)79,34680,580+1,23445,73259,4752.79%+13,743
AMAZON COM INC(AMZN)401,397406,124+4,72776,37089,1004.18%+12,730
JPMORGAN CHASE & CO.(JPM)175,041179,265+4,22442,93851,9712.44%+9,033
XYLEM INC(XYL)142,145193,043+50,89816,98124,9721.17%+7,991
NEWMONT CORP(NEM)0178,274+178,274010,3860.49%+10,386
ALPHABET INC(GOOG)330,258316,895-13,36351,07155,8462.62%+4,775
CME GROUP INC(CME)018,216+18,21605,0210.24%+5,021
WELLTOWER INC(WELL)030,592+30,59204,7030.22%+4,703
KEURIG DR PEPPER INC(KDP)0206,322+206,32206,8210.32%+6,821
ALPHABET INC(GOOG)078,618+78,618013,9460.65%+13,946
ORACLE CORP(ORCL)044,497+44,49709,7280.46%+9,728
NETFLIX INC(NFLX)7,4827,832+3506,97710,4880.49%+3,511
CISCO SYS INC(CSCO)138,757173,192+34,4358,56312,0160.56%+3,453
INTUITIVE SURGICAL INC012,372+12,37206,7230.32%+6,723
MONOLITHIC PWR SYS INC(MPWR)47,35241,816-5,53627,46330,5831.43%+3,120
CORTEVA INC(CTVA)30,63259,133+28,5011,9284,4070.21%+2,480
STERIS PLC(STE)8,95918,543+9,5842,0314,4540.21%+2,424
HORMEL FOODS CORP(HRL)0109,677+109,67703,3180.16%+3,318
VISA INC(V)044,068+44,068015,6460.73%+15,646
COCA-COLA EUROPACIFIC PARTNE
SHS
50,45972,437+21,9784,3916,7160.31%+2,325
DAVITA INC(DVA)019,891+19,89102,8330.13%+2,833
ACCENTURE PLC IRELAND
SHS CLASS A
022,443+22,44306,7080.31%+6,708
PALO ALTO NETWORKS INC(PANW)35,90540,825+4,9206,1278,3540.39%+2,228
DANAHER CORPORATION(DHR)025,155+25,15504,9690.23%+4,969
INTERNATIONAL BUSINESS MACHS(IBM)031,388+31,38809,2530.43%+9,253
LINDE PLC(LIN)12,10616,344+4,2385,6377,6680.36%+2,031
TYLER TECHNOLOGIES INC(TYL)2,5595,855+3,2961,4883,4710.16%+1,983
REALTY INCOME CORP(O)73,698106,270+32,5724,2756,1220.29%+1,847
TJX COS INC NEW(TJX)49,52963,641+14,1126,0337,8590.37%+1,826
ESSENTIAL UTILS INC(WTRG)065,747+65,74702,4420.11%+2,442
EVERSOURCE ENERGY(ES)68,89694,133+25,2374,2795,9890.28%+1,710
COHERENT CORP(COHR)018,840+18,84001,6810.08%+1,681
BURLINGTON STORES INC(BURL)010,735+10,73502,4970.12%+2,497
SYNCHRONY FINANCIAL(SYF)043,795+43,79502,9230.14%+2,923
THE CIGNA GROUP(CI)18,84023,585+4,7456,1987,7970.37%+1,598
ELEVANCE HEALTH INC(ELV)016,180+16,18006,2930.29%+6,293
HUBBELL INC(HUBB)07,596+7,59603,1020.15%+3,102
VENTAS INC(VTR)070,503+70,50304,4520.21%+4,452
TOPBUILD CORP71,57571,575021,82723,1721.09%+1,345
ANSYS INC8,84911,744+2,8952,8014,1250.19%+1,323
RTX CORPORATION(RTX)35,43440,904+5,4704,6945,9730.28%+1,279
ROPER TECHNOLOGIES INC(ROP)04,886+4,88602,7700.13%+2,770
GE VERNOVA INC(GEV)04,039+4,03902,1370.10%+2,137
ALBERTSONS COS INC0189,317+189,31704,0720.19%+4,072
TESLA INC(TSLA)021,434+21,43406,8090.32%+6,809
BANK AMERICA CORP0100,399+100,39904,7510.22%+4,751
CROWN HLDGS INC(CCK)043,072+43,07204,4360.21%+4,436
MOTOROLA SOLUTIONS INC(MSI)58,23163,414+5,18325,49426,6631.25%+1,169
PUBLIC STORAGE OPER CO(PSA)011,642+11,64203,4160.16%+3,416
FLUTTER ENTMT PLC(FLUT)7,4439,743+2,3001,6492,7840.13%+1,135
ARISTA NETWORKS INC(ANET)035,829+35,82903,6660.17%+3,666
CENCORA INC20,87423,071+2,1975,8056,9180.32%+1,113
MEDTRONIC PLC(MDT)049,396+49,39604,3060.20%+4,306
REPUBLIC SVCS INC(RSG)012,935+12,93503,1900.15%+3,190
TRANE TECHNOLOGIES PLC(TT)07,987+7,98703,4940.16%+3,494
INTUIT(INTU)04,143+4,14303,2630.15%+3,263
VERTIV HOLDINGS CO(VRT)013,512+13,51201,7350.08%+1,735
AXON ENTERPRISE INC(AXON)01,786+1,78601,4790.07%+1,479
APPLIED MATLS INC024,659+24,65904,5140.21%+4,514
SCHWAB CHARLES CORP(SCHW)036,423+36,42303,3230.16%+3,323
WASTE CONNECTIONS INC(WCN)019,751+19,75103,6880.17%+3,688
WASTE MGMT INC DEL(WM)19,28023,625+4,3454,4645,4060.25%+942
CHENIERE ENERGY INC(LNG)026,043+26,04306,3420.30%+6,342
VERISK ANALYTICS INC(VRSK)014,293+14,29304,4520.21%+4,452
INTERNATIONAL FLAVORS&FRAGRA(IFF)035,937+35,93702,6430.12%+2,643
WALMART INC(WMT)080,379+80,37907,8590.37%+7,859
HOWMET AEROSPACE INC(HWM)015,456+15,45602,8770.13%+2,877
VULCAN MATLS CO(VMC)6,7839,298+2,5151,5822,4250.11%+843
JOHNSON CTLS INTL PLC
SHS
024,072+24,07202,5420.12%+2,542
CIENA CORP(CIEN)010,090+10,09008210.04%+821
QUALCOMM INC(QCOM)58,21761,262+3,0458,9439,7570.46%+814
FLOOR & DECOR HLDGS INC(FND)010,470+10,47007950.04%+795
QUEST DIAGNOSTICS INC(DGX)028,745+28,74505,1630.24%+5,163
MCDONALDS CORP(MCD)023,133+23,13306,7590.32%+6,759
KLA CORP(KLAC)01,932+1,93201,7310.08%+1,731
LEIDOS HOLDINGS INC(LDOS)015,224+15,22402,4020.11%+2,402
JABIL INC(JBL)08,532+8,53201,8610.09%+1,861
GE HEALTHCARE TECHNOLOGIES I(GEHC)019,078+19,07801,4130.07%+1,413
AIR PRODS & CHEMS INC02,710+2,71007640.04%+764
AMEREN CORP(AEE)07,805+7,80507500.04%+750
SOLVENTUM CORP(SOLV)08,646+8,64606560.03%+656
CHIPOTLE MEXICAN GRILL INC(CMG)053,708+53,70803,0160.14%+3,016
JACOBS SOLUTIONS INC(J)05,404+5,40407100.03%+710
BLUE OWL CAPITAL INC(OBDC)038,225+38,22507340.03%+734
AUTOZONE INC(AZO)1,9622,178+2167,4818,0850.38%+605
BALL CORP059,434+59,43403,3340.16%+3,334
AMERICAN EXPRESS CO(AXP)011,632+11,63203,7100.17%+3,710
NASDAQ INC(NDAQ)038,129+38,12903,4090.16%+3,409
KEYSIGHT TECHNOLOGIES INC(KEYS)020,455+20,45503,3520.16%+3,352
ROYALTY PHARMA PLC(RPRX)069,692+69,69202,5110.12%+2,511
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