Fund HoldingsOSTRUM ASSET MANAGEMENT

Total Portfolio Value
$2.08B
Total Bought
$293.85M
Total Sold
$339.13M
Net Transaction
-$45.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC212,465183,314-29,15172,618132,5366.39%+59,918
PARKER-HANNIFIN CORP(PH)032,130+32,130031,4271.51%+31,427
EXELON CORP(EXC)120,458676,350+555,8925,90531,5311.52%+25,627
QNITY ELECTRONICS INC(Q)0147,291+147,291024,0541.16%+24,054
ELI LILLY & CO(LLY)072,402+72,402086,8414.18%+86,841
NVIDIA CORPORATION(NVDA)646,412648,296+1,884112,734129,7186.25%+16,983
ALPHABET INC(GOOG)0253,688+253,688090,6604.37%+90,660
MONOLITHIC PWR SYS INC(MPWR)027,940+27,940038,6231.86%+38,623
UNITED RENTALS INC(URI)034,152+34,152038,6901.86%+38,690
APPLE INC(AAPL)288,500298,092+9,59273,21886,2564.16%+13,037
CUMMINS INC(CMI)70,11669,463-65337,72449,5422.39%+11,818
NUCOR CORP(NUE)168,444168,438-628,48437,5201.81%+9,036
AMAZON COM INC(AMZN)0268,144+268,144063,9093.08%+63,909
GE AEROSPACE(GE)130,327120,951-9,37636,98345,2032.18%+8,220
EATON CORP PLC(ETN)98,698100,903+2,20535,30142,9972.07%+7,695
MICRON TECHNOLOGY INC(MU)08,308+8,30809,5900.46%+9,590
ADVANCED MICRO DEVICES INC(AMD)016,826+16,82609,7740.47%+9,774
VISA INC(V)120,485120,532+4736,41541,3531.99%+4,938
TESLA INC(TSLA)025,078+25,078010,5480.51%+10,548
JPMORGAN CHASE & CO(JPM)0126,799+126,799041,5052.00%+41,505
NEBIUS GROUP N.V.(NBIS)13,92620,662+6,7361,4455,7060.27%+4,261
BROADCOM INC(AVGO)043,075+43,075016,2720.78%+16,272
CISCO SYS INC(CSCO)93,95489,747-4,2077,29010,5420.51%+3,252
PALO ALTO NETWORKS INC(PANW)022,527+22,52707,6820.37%+7,682
LAM RESEARCH CORP(LRCX)015,698+15,69806,8020.33%+6,802
CRH PLC
ORD
033,422+33,42203,5760.17%+3,576
KLA CORP(KLAC)2,11819,775+17,6573,1195,9660.29%+2,848
VULCAN MATLS CO(VMC)0103,861+103,861030,6401.48%+30,640
JABIL INC(JBL)10,50814,172+3,6642,7915,4630.26%+2,672
UNITEDHEALTH GROUP INC(UNH)011,217+11,21704,6620.22%+4,662
ALPHABET INC(GOOG)043,660+43,660015,4260.74%+15,426
NETAPP INC(NTAP)018,303+18,30302,8330.14%+2,833
MARVELL TECHNOLOGY INC(MRVL)30,56318,219-12,3443,0275,4270.26%+2,400
QUALCOMM INC(QCOM)024,052+24,05204,4450.21%+4,445
COHERENT CORP(COHR)08,132+8,13203,2080.15%+3,208
SYNOPSYS INC(SNPS)66,24063,790-2,45026,26328,4551.37%+2,192
MASTERCARD INCORPORATED(MA)012,236+12,23606,2840.30%+6,284
INTEL CORP(INTC)017,760+17,76002,4800.12%+2,480
YUM BRANDS INC(YUM)021,362+21,36203,4150.16%+3,415
MICROSOFT CORP(MSFT)081,393+81,393030,3611.46%+30,361
CORNING INC(GLW)08,408+8,40802,1480.10%+2,148
CARNIVAL CORP LTD
COMMON SHARES
060,391+60,39101,7250.08%+1,725
OKTA INC(OKTA)016,162+16,16202,2050.11%+2,205
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
4,0263,253-7731,5773,1390.15%+1,562
FTAI AVIATION LTD(FTAI)05,940+5,94001,6070.08%+1,607
MOOG INC(MOG-A)03,460+3,46001,4660.07%+1,466
COCA-COLA EUROPACIFIC PARTNE
SHS
098,839+98,83909,8910.48%+9,891
CATERPILLAR INC(CAT)02,526+2,52602,6900.13%+2,690
MARSH & MCLENNAN COS INC(MRSH)13,30521,782+8,4772,3083,6300.17%+1,323
REGAL REXNORD CORPORATION(RRX)05,340+5,34001,2720.06%+1,272
ILLUMINA INC(ILMN)230,270168,555-61,71528,38329,6371.43%+1,254
SYNCHRONY FINANCIAL(SYF)036,991+36,99102,8130.14%+2,813
ATI INC(ATI)06,065+6,06501,1950.06%+1,195
LINDE PLC(LIN)07,440+7,44003,8610.19%+3,861
ROYAL CARIBBEAN GROUP
COM
05,884+5,88401,8680.09%+1,868
WW GRAINGER INC(GWW)02,296+2,29603,1230.15%+3,123
HOME DEPOT INC(HD)014,403+14,40305,0800.24%+5,080
SANDISK CORP(SNDK)1,530931-5999722,1170.10%+1,145
DOLLAR TREE INC(DLTR)019,134+19,13402,3140.11%+2,314
AMETEK INC27,91029,310+1,4005,9837,0910.34%+1,108
ABBVIE INC(ABBV)29,98630,320+3346,5227,6300.37%+1,108
HUBBELL INC(HUBB)10,93512,355+1,4205,3666,4640.31%+1,098
HOWMET AEROSPACE INC(HWM)18,48719,904+1,4174,2615,3510.26%+1,091
TRANSUNION(TRU)018,779+18,77901,3550.07%+1,355
LUMENTUM HLDGS INC(LITE)01,418+1,41801,2170.06%+1,217
EVERSOURCE ENERGY(ES)037,700+37,70002,7250.13%+2,725
LIVE NATION ENTERTAINMENT IN(LYV)8,51612,800+4,2841,2992,3440.11%+1,045
EDISON INTL(EIX)019,071+19,07101,4200.07%+1,420
TERADYNE INC(TER)2,8813,786+9058541,8320.09%+978
WATERS CORP(WAT)4,2855,939+1,6541,2762,2270.11%+951
AMERICAN EXPRESS CO(AXP)010,537+10,53703,5640.17%+3,564
GENERAC HLDGS INC(GNRC)03,210+3,21009400.05%+940
ONEOK INC NEW(OKE)030,052+30,05202,6130.13%+2,613
COCA COLA CO(KO)0114,646+114,64609,3170.45%+9,317
GE VERNOVA INC(GEV)4,0303,718-3123,5184,3680.21%+850
SCHWAB CHARLES CORP(SCHW)356,533372,338+15,80533,50734,3561.66%+849
CURTISS WRIGHT CORP(CW)2,9753,793+8182,0262,8740.14%+848
AUTODESK INC010,023+10,02301,9490.09%+1,949
VERISIGN INC09,063+9,06302,2800.11%+2,280
GENERAL MILLS INC(GIS)135,154167,749+32,5955,0305,8380.28%+807
FEDEX FGHT HLDG CO INC05,344+5,34408070.04%+807
ULTA BEAUTY INC(ULTA)04,461+4,46102,0120.10%+2,012
AMCOR PLC
COM NEW
34,31448,788+14,4741,3642,1150.10%+751
ELEVANCE HEALTH INC FORMERLY(ELV)07,485+7,48502,8950.14%+2,895
METLIFE INC(MET)031,731+31,73102,6850.13%+2,685
METTLER TOLEDO INTERNATIONAL(MTD)02,062+2,06202,6340.13%+2,634
TRACTOR SUPPLY CO(TSCO)036,758+36,75801,1620.06%+1,162
ROYALTY PHARMA PLC(RPRX)101,81599,352-2,4634,8845,5710.27%+687
BERKSHIRE HATHAWAY INC DEL055,291+55,291027,6671.33%+27,667
SANMINA CORP(SANM)6,9606,195-7659021,5680.08%+666
BALL CORP049,689+49,68903,1010.15%+3,101
WARNER BROS DISCOVERY INC(WBD)46,91673,069+26,1531,2881,9480.09%+660
RTX CORPORATION(RTX)022,368+22,36804,2440.20%+4,244
JOHNSON & JOHNSON(JNJ)055,737+55,737014,1560.68%+14,156
CADENCE DESIGN SYSTEM INC(CDNS)8,7178,160-5572,4223,0630.15%+640
UNITED PARCEL SVCS INC(UPS)22,95226,919+3,9672,2582,8940.14%+636
VICOR CORP(VICR)01,665+1,66506320.03%+632
DISNEY WALT CO(DIS)034,810+34,81003,3500.16%+3,350
TARGET CORP(TGT)17,49820,993+3,4952,1212,7420.13%+621
SPOTIFY TECHNOLOGY S A(SPOT)03,677+3,67701,6880.08%+1,688
Page 1 of 1