Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$3.76B
Total Bought
$681.69M
Total Sold
$665.23M
Net Transaction
+$16.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)01,118,291+1,118,2910219,7755.84%+219,775
NVIDIA CORPORATION(NVDA)242,2952,325,378+2,083,083202,711268,0467.12%+65,335
PROGRESSIVE CORP(PGR)0175,687+175,687034,0490.90%+34,049
PALO ALTO NETWORKS INC(PANW)37,202137,759+100,5579,78743,5751.16%+33,788
VERIZON COMMUNICATIONS INC(VZ)0856,685+856,685032,9640.88%+32,964
MORGAN STANLEY(MS)0339,348+339,348030,7730.82%+30,773
HOME DEPOT INC(HD)095,307+95,307030,6120.81%+30,612
ELI LILLY & CO(LLY)89,634112,405+22,77164,56694,9562.52%+30,390
BOOKING HOLDINGS INC(BKNG)5,17911,876+6,69717,39743,8971.17%+26,500
AMERICAN TOWER CORP NEW(AMT)0118,312+118,312021,4580.57%+21,458
ROPER TECHNOLOGIES INC(ROP)034,061+34,061017,9140.48%+17,914
PRUDENTIAL FINL INC(PFH)0155,513+155,513017,0040.45%+17,004
METLIFE INC(MET)0255,958+255,958016,7630.45%+16,763
ALPHABET INC(GOOG)1,186,1141,071,978-114,136165,759182,1894.84%+16,429
ZOETIS INC(ZTS)0228,134+228,134036,9020.98%+36,902
AMAZON COM INC(AMZN)736,623762,251+25,628123,030137,4433.65%+14,414
DEXCOM INC(DXCM)0129,387+129,387013,6880.36%+13,688
NUCOR CORP(NUE)090,933+90,933013,4120.36%+13,412
CISCO SYS INC(CSCO)0278,522+278,522012,3470.33%+12,347
DELL TECHNOLOGIES INC(DELL)080,401+80,401010,3460.27%+10,346
CARRIER GLOBAL CORPORATION(CARR)346,436445,203+98,76718,64726,2030.70%+7,557
S&P GLOBAL INC(SPGI)034,538+34,538014,3730.38%+14,373
COSTCO WHSL CORP NEW(COST)59,19457,598-1,59640,15545,6801.21%+5,525
ADOBE INC(ADBE)010,237+10,23705,3060.14%+5,306
COREBRIDGE FINL INC(CRBD)589,003738,621+149,61815,66920,0690.53%+4,400
HYATT HOTELS CORP(H)030,500+30,50004,3230.11%+4,323
ON SEMICONDUCTOR CORP(ON)04,800,000+4,800,00004,3090.11%+4,309
NEXTERA ENERGY INC(NEE)480,972491,781+10,80928,46232,4920.86%+4,030
UBER TECHNOLOGIES INC(UBER)054,619+54,61903,7040.10%+3,704
AIRBNB INC026,008+26,00803,6800.10%+3,680
INTUIT(INTU)05,740+5,74003,5200.09%+3,520
SERVICENOW INC(NOW)04,761+4,76103,4950.09%+3,495
INTUITIVE SURGICAL INC09,409+9,40903,9050.10%+3,905
DANAHER CORPORATION(DHR)014,238+14,23803,3190.09%+3,319
CACI INTL INC(CACI)08,000+8,00003,2110.09%+3,211
XYLEM INC(XYL)212,731227,640+14,90925,75528,8080.77%+3,053
SYNOPSYS INC(SNPS)05,817+5,81703,2300.09%+3,230
GARTNER INC(IT)07,071+7,07102,9630.08%+2,963
GOLDMAN SACHS GROUP INC(GS)132,019127,840-4,17951,05853,9531.43%+2,895
BANK AMERICA CORP01,313,213+1,313,213048,7301.29%+48,730
BLACKSTONE INC(BX)024,168+24,16802,7920.07%+2,792
COSTAR GROUP INC(CSGP)040,000+40,00002,7670.07%+2,767
VISA INC(V)140,470159,413+18,94336,29839,0401.04%+2,742
ALPHABET INC(GOOG)87,51287,076-43612,33814,9020.40%+2,565
CHIPOTLE MEXICAN GRILL INC(CMG)043,650+43,65002,5520.07%+2,552
RED ROCK RESORTS INC(RRR)046,000+46,00002,3580.06%+2,358
WALMART INC(WMT)324,811323,192-1,61918,09620,4180.54%+2,322
IDEXX LABS INC(IDXX)04,714+4,71402,1430.06%+2,143
COPART INC(CPRT)042,446+42,44602,1450.06%+2,145
CARNIVAL CORP0116,600+116,60002,0370.05%+2,037
GUIDEWIRE SOFTWARE INC(GWRE)015,000+15,00001,9300.05%+1,930
CHOICE HOTELS INTL INC(CHH)017,267+17,26701,9170.05%+1,917
FACTSET RESH SYS INC(FDS)05,000+5,00001,9050.05%+1,905
AUTONATION INC(AN)012,800+12,80001,9030.05%+1,903
SCHWAB CHARLES CORP(SCHW)027,025+27,02501,8580.05%+1,858
PRIMERICA INC(PRI)08,000+8,00001,7660.05%+1,766
MSCI INC(MSCI)03,815+3,81501,7150.05%+1,715
TEXAS PACIFIC LAND CORPORATI(TPL)02,376+2,37601,6280.04%+1,628
MORNINGSTAR INC(MORN)05,700+5,70001,5730.04%+1,573
OSHKOSH CORP(OSK)015,300+15,30001,5450.04%+1,545
LAUDER ESTEE COS INC(EL)020,181+20,18102,0040.05%+2,004
NASDAQ INC(NDAQ)027,300+27,30001,5350.04%+1,535
PENSKE AUTOMOTIVE GRP INC(PAG)010,900+10,90001,5160.04%+1,516
COCA COLA CO(KO)221,291236,597+15,30612,53614,0510.37%+1,515
MONDELEZ INTL INC(MDLZ)0533,521+533,521032,5760.87%+32,576
VAIL RESORTS INC(MTN)08,839+8,83901,4860.04%+1,486
INTERCONTINENTAL EXCHANGE IN(ICE)011,849+11,84901,5130.04%+1,513
ANSYS INC04,870+4,87001,4610.04%+1,461
JOHNSON & JOHNSON(JNJ)010,008+10,00801,3650.04%+1,365
PERMIAN BASIN RTY TR(PBT)0124,017+124,01701,3030.03%+1,303
TRI POINTE HOMES INC
COM
036,000+36,00001,2510.03%+1,251
ASSOCIATED CAP GROUP INC039,200+39,20001,2440.03%+1,244
THE CIGNA GROUP(CI)03,947+3,94701,2170.03%+1,217
PROCTER AND GAMBLE CO(PG)328,612328,506-10649,36850,5501.34%+1,182
APPLIED MATLS INC012,375+12,37502,7250.07%+2,725
WEST PHARMACEUTICAL SVSC INC(WST)03,786+3,78601,1640.03%+1,164
JPMORGAN CHASE & CO(JPM)461,617459,562-2,05585,61386,7282.30%+1,115
ABBVIE INC(ABBV)07,791+7,79101,2470.03%+1,247
BIO-TECHNE CORP(TECH)015,500+15,50001,0360.03%+1,036
INTERNATIONAL FLAVORS&FRAGRA(IFF)200,865191,614-9,25115,99317,0220.45%+1,029
STRYKER CORPORATION(SYK)03,344+3,34401,0620.03%+1,062
CHARLES RIV LABS INTL INC(CRL)05,300+5,30001,0220.03%+1,022
PARKER-HANNIFIN CORP(PH)02,212+2,21201,0440.03%+1,044
UNITEDHEALTH GROUP INC(UNH)0123,920+123,920058,8831.56%+58,883
ELECTRONIC ARTS INC(EA)07,189+7,18909350.02%+935
3M CO(MMM)010,057+10,05709590.03%+959
CIVEO CORP CDA040,000+40,00009300.02%+930
CAPITAL ONE FINL CORP(COF)07,044+7,04409100.02%+910
CHENIERE ENERGY INC(LNG)05,882+5,88209600.03%+960
THE TRADE DESK INC(TTD)09,457+9,45708620.02%+862
CBOE GLOBAL MKTS INC(CBOE)05,400+5,40008570.02%+857
NORFOLK SOUTHN CORP(NSC)04,223+4,22308460.02%+846
MADISON SQUARE GRDN SPRT COR(MSGS)04,733+4,73308310.02%+831
CSX CORP(CSX)027,376+27,37608540.02%+854
METTLER TOLEDO INTERNATIONAL(MTD)0615+61508020.02%+802
JEFFERIES FINL GROUP INC(JEF)017,264+17,26408020.02%+802
GAMING & LEISURE PPTYS INC(GLPI)018,954+18,95408000.02%+800
DISNEY WALT CO(DIS)08,497+8,49707870.02%+787
IRIDIUM COMMUNICATIONS INC(IRDM)030,000+30,00007450.02%+745
TREX CO INC(TREX)010,500+10,50007260.02%+726
Page 1 of 1