Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$3.81B
Total Bought
$613.84M
Total Sold
$673.88M
Net Transaction
-$60.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BLACKROCK INC(BLK)064,456+64,456056,4771.48%+56,477
CAPITAL ONE FINL CORP(COF)0222,782+222,782036,9790.97%+36,979
ARISTA NETWORKS INC(ANET)0463,460+463,460033,2430.87%+33,243
UBER TECHNOLOGIES INC(UBER)156,236568,718+412,4829,10138,3601.01%+29,259
VERTIV HOLDINGS CO(VRT)0396,538+396,538026,5040.70%+26,504
PROCTER AND GAMBLE CO(PG)215,288366,440+151,15234,85657,8121.52%+22,957
TYLER TECHNOLOGIES INC(TYL)031,776+31,776017,1030.45%+17,103
EXELON CORP(EXC)705,677957,719+252,04225,65140,8551.07%+15,204
LEVI STRAUSS & CO NEW(LEVI)01,031,420+1,031,420014,8860.39%+14,886
NETFLIX INC(NFLX)37,88754,097+16,21032,61246,7021.23%+14,090
UNION PAC CORP(UNP)108,948170,388+61,44023,99337,2640.98%+13,271
FIRST SOLAR INC(FSLR)0129,943+129,943015,2090.40%+15,209
TARGA RES CORP(TRGP)181,474228,745+47,27131,28342,4521.11%+11,169
PROGRESSIVE CORP(PGR)205,854221,098+15,24447,63457,9271.52%+10,294
NASDAQ INC(NDAQ)0168,363+168,363011,8240.31%+11,824
PHILLIPS 66(PSX)210,589287,589+77,00023,17032,8750.86%+9,705
NEXTERA ENERGY INC(NEE)503,764640,248+136,48434,87742,0171.10%+7,141
MARTIN MARIETTA MATLS INC(MLM)31,58051,016+19,43615,75222,5810.59%+6,829
PARSONS CORP DEL(PSN)06,900,000+6,900,00006,4060.17%+6,406
GLOBAL PMTS INC(GPN)07,000,000+7,000,00006,1200.16%+6,120
SALESFORCE INC(CRM)169,835244,699+74,86454,83460,7921.60%+5,958
REPUBLIC SVCS INC(RSG)174,406175,496+1,09033,88439,3431.03%+5,459
GILEAD SCIENCES INC(GILD)281,622283,047+1,42525,12229,3610.77%+4,239
TESLA INC(TSLA)121,296214,748+93,45247,30551,5221.35%+4,217
EVERSOURCE ENERGY(ES)072,239+72,23904,1540.11%+4,154
NEXTERA ENERGY CAP HLDGS INC(NEE)03,800,000+3,800,00004,0770.11%+4,077
ADVANCED ENERGY INDS(AEIS)03,900,000+3,900,00003,7050.10%+3,705
AMERICAN TOWER CORP NEW(AMT)116,715120,824+4,10920,67324,3390.64%+3,666
VISA INC(V)158,839159,663+82448,47851,8011.36%+3,323
COCA COLA CO(KO)521,837522,869+1,03231,37634,6680.91%+3,292
OWENS CORNING NEW(OC)024,094+24,09403,1860.08%+3,186
WINGSTOP INC(WING)60,21992,612+32,39316,52819,3400.51%+2,813
SCHLUMBERGER LTD(SLB)1,308,8521,317,963+9,11148,46151,0011.34%+2,540
HCA HEALTHCARE INC(HCA)59,40858,343-1,06517,22018,6640.49%+1,444
COINBASE GLOBAL INC(COIN)01,600,000+1,600,00001,3500.04%+1,350
VERIZON COMMUNICATIONS INC(VZ)293,906297,132+3,22611,35012,4770.33%+1,127
SPDR S&P 500 ETF TR(SPY)03,543+3,54301,8350.05%+1,835
HALOZYME THERAPEUTICS INC(HALO)7,400,0007,400,00007,7458,7890.23%+1,043
PROLOGIS INC.(PLD)324,237329,742+5,50533,09734,1250.90%+1,028
CROWN CASTLE INC(CCI)018,017+18,01701,7380.05%+1,738
BOSTON SCIENTIFIC CORP(BSX)09,500+9,50008870.02%+887
KEURIG DR PEPPER INC(KDP)1,245,3301,246,736+1,40638,62939,4961.04%+867
INTERNATIONAL PAPER CO(IP)084,221+84,22104,1590.11%+4,159
QUANTA SVCS INC03,182+3,18207490.02%+749
CLEARWATER ANALYTICS HLDGS I032,001+32,00107940.02%+794
SCHWAB CHARLES CORP(SCHW)036,494+36,49402,6450.07%+2,645
3M CO(MMM)018,287+18,28702,4860.07%+2,486
INTAPP INC(INTA)013,560+13,56007330.02%+733
ZSCALER INC(ZS)05,578+5,57801,0250.03%+1,025
ENPRO INDS INC(NPO)04,355+4,35506520.02%+652
VERTEX PHARMACEUTICALS INC(VRTX)06,595+6,59502,9600.08%+2,960
TRANSCAT INC07,759+7,75905350.01%+535
DYNATRACE INC(DT)030,865+30,86501,3470.04%+1,347
SERVICENOW INC(NOW)03,864+3,86402,8480.07%+2,848
SNOWFLAKE INC(SNOW)06,263+6,26308470.02%+847
PEPSICO INC(PEP)06,173+6,17308570.02%+857
KARMAN HLDGS INC(KRMN)012,371+12,37103830.01%+383
AGILYSYS INC(AGYS)05,600+5,60003750.01%+375
INTEGER HLDGS CORP(ITGR)06,513+6,51307120.02%+712
AGCO CORP011,356+11,35609730.03%+973
NEWMONT CORP(NEM)037,312+37,31201,6680.04%+1,668
MONGODB INC(MDB)03,702+3,70206010.02%+601
CLOUDFLARE INC(NET)08,285+8,28508640.02%+864
T-MOBILE US INC(TMUS)04,365+4,36501,0780.03%+1,078
SENTINELONE INC(S)043,487+43,48707320.02%+732
DEERE & CO(DE)06,003+6,00302,6080.07%+2,608
HAWAIIAN ELEC INDUSTRIES(HE)030,400+30,40003080.01%+308
JOHNSON & JOHNSON(JNJ)010,128+10,12801,5550.04%+1,555
SERVICETITAN INC(TTAN)03,014+3,01402650.01%+265
AMGEN INC(AMGN)05,815+5,81501,6770.04%+1,677
JEFFERIES FINL GROUP INC(JEF)016,486+16,48608180.02%+818
INTERCONTINENTAL EXCHANGE IN(ICE)012,078+12,07801,9290.05%+1,929
WASTE MGMT INC DEL(WM)08,859+8,85901,8990.05%+1,899
AT&T INC(T)074,779+74,77901,9580.05%+1,958
MSCI INC(MSCI)05,570+5,57002,9160.08%+2,916
STRYKER CORPORATION(SYK)02,637+2,63709090.02%+909
COSTAR GROUP INC(CSGP)040,000+40,00002,9340.08%+2,934
KLA CORP(KLAC)01,473+1,47309270.02%+927
CROWDSTRIKE HLDGS INC(CRWD)02,519+2,51908220.02%+822
NCINO INC(NCNO)018,524+18,52404710.01%+471
MCKESSON CORP(MCK)02,174+2,17401,3540.04%+1,354
BANK NEW YORK MELLON CORP029,073+29,07302,2570.06%+2,257
WARNER BROS DISCOVERY INC(WBD)017,555+17,55501740.00%+174
SUNRUN INC(RUN)074,679+74,67904050.01%+405
INTERNATIONAL BUSINESS MACHS(IBM)017,309+17,30903,9840.10%+3,984
CBOE GLOBAL MKTS INC(CBOE)05,400+5,40001,1310.03%+1,131
INTUIT(INTU)05,855+5,85503,3280.09%+3,328
ROCKWELL AUTOMATION INC(ROK)04,763+4,76301,1390.03%+1,139
MARSH & MCLENNAN COS INC(MRSH)02,827+2,82706390.02%+639
ECOLAB INC(ECL)07,956+7,95601,8670.05%+1,867
LIBERTY MEDIA CORP DEL(FWONA)09,120+9,12007600.02%+760
ARIS WATER SOLUTIONS INC03,408+3,40801010.00%+101
VERISIGN INC0344+3440810.00%+81
CME GROUP INC(CME)02,506+2,50606150.02%+615
WASTE CONNECTIONS INC(WCN)0417+4170750.00%+75
WELLTOWER INC(WELL)09,062+9,06201,2850.03%+1,285
KENVUE INC(KVUE)03,349+3,3490740.00%+74
GUIDEWIRE SOFTWARE INC(GWRE)014,500+14,50002,5150.07%+2,515
KROGER CO(KR)01,162+1,1620730.00%+73
BROADRIDGE FINL SOLUTIONS IN(BR)0316+3160710.00%+71
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