Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$4.03B
Total Bought
$613.76M
Total Sold
$480.96M
Net Transaction
+$132.81M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)02,544,962+2,544,9620342,5308.50%+342,530
MICROSOFT CORP(MSFT)0787,375+787,3750333,6448.28%+333,644
BROADCOM INC(AVGO)0584,331+584,3310137,2163.40%+137,216
INTUITIVE SURGICAL INC0107,582+107,582049,8031.24%+49,803
META PLATFORMS INC(META)0202,319+202,3190127,2103.16%+127,210
AMERICAN EXPRESS CO(AXP)0176,248+176,248047,8931.19%+47,893
ALPHABET INC(GOOG)01,274,775+1,274,7750191,3824.75%+191,382
WELLS FARGO CO NEW(WFC)0494,458+494,458033,7490.84%+33,749
JPMORGAN CHASE & CO(JPM)0442,101+442,1010109,1872.71%+109,187
ORACLE CORP(ORCL)0339,291+339,291063,1931.57%+63,193
ABBVIE INC(ABBV)0140,042+140,042022,1450.55%+22,145
BADGER METER INC095,033+95,033019,8310.49%+19,831
GITLAB INC(GTLB)0375,436+375,436014,4280.36%+14,428
NEXTERA ENERGY INC(NEE)640,248933,624+293,37642,01755,2131.37%+13,196
AT&T INC(T)74,779585,185+510,4061,95814,4270.36%+12,469
NETFLIX INC(NFLX)54,09751,214-2,88346,70258,4251.45%+11,723
TESLA INC(TSLA)214,748232,505+17,75751,52262,9191.56%+11,397
ARISTA NETWORKS INC(ANET)463,460493,016+29,55633,24342,9701.07%+9,727
GOLDMAN SACHS GROUP INC(GS)058,580+58,580035,3200.88%+35,320
LEVI STRAUSS & CO NEW(LEVI)1,031,4201,420,596+389,17614,88622,3770.56%+7,491
MORGAN STANLEY(MS)0421,597+421,597050,5911.25%+50,591
VERTIV HOLDINGS CO(VRT)396,538306,280-90,25826,50433,5050.83%+7,000
T-MOBILE US INC(TMUS)4,36538,998+34,6331,0787,9160.20%+6,838
CAPITAL ONE FINL CORP(COF)222,782241,582+18,80036,97943,7871.09%+6,808
THERMO FISHER SCIENTIFIC INC(TMO)0108,377+108,377037,4350.93%+37,435
PALO ALTO NETWORKS INC(PANW)0221,863+221,863038,6780.96%+38,678
UBER TECHNOLOGIES INC(UBER)04,000,000+4,000,00004,8620.12%+4,862
ZOETIS INC(ZTS)0305,311+305,311040,5621.01%+40,562
WINGSTOP INC(WING)92,61280,956-11,65619,34023,2240.58%+3,883
CARLISLE COS INC(CSL)011,931+11,93103,7950.09%+3,795
RALLIANT CORP(RAL)089,016+89,01603,6580.09%+3,658
STEEL DYNAMICS INC(STLD)032,972+32,97203,5960.09%+3,596
DECKERS OUTDOOR CORP(DECK)0361,543+361,543031,7450.79%+31,745
REPUBLIC SVCS INC(RSG)175,496201,463+25,96739,34342,3251.05%+2,982
MARVELL TECHNOLOGY INC(MRVL)0349,846+349,846023,0680.57%+23,068
MARTIN MARIETTA MATLS INC(MLM)51,01654,135+3,11922,58125,3170.63%+2,735
ALARM COM HLDGS INC(ALRM)03,300,000+3,300,00002,7300.07%+2,730
ADVANCED MICRO DEVICES INC(AMD)084,007+84,007010,1550.25%+10,155
HCA HEALTHCARE INC(HCA)58,34363,826+5,48318,66420,8300.52%+2,167
TETRA TECH INC NEW(TTEK)07,000,000+7,000,00006,7180.17%+6,718
FIRST SOLAR INC(FSLR)129,943120,927-9,01615,20917,0540.42%+1,845
CHIPOTLE MEXICAN GRILL INC(CMG)0637,711+637,711030,5040.76%+30,504
ANALOG DEVICES INC(ADI)021,126+21,12604,2840.11%+4,284
INTERNATIONAL BUSINESS MACHS(IBM)17,30921,205+3,8963,9845,3250.13%+1,341
EDWARDS LIFESCIENCES CORP0339,715+339,715022,6340.56%+22,634
AXON ENTERPRISE INC(AXON)02,800,000+2,800,00008,6430.21%+8,643
BLACKROCK INC(BLK)64,45664,531+7556,47757,6811.43%+1,204
WEYERHAEUSER CO MTN BE(WY)053,321+53,32101,1670.03%+1,167
COSTCO WHSL CORP NEW(COST)037,013+37,013031,2140.77%+31,214
COINBASE GLOBAL INC(COIN)1,600,0002,200,000+600,0001,3502,4500.06%+1,100
APPLIED MATLS INC018,878+18,87802,9440.07%+2,944
DROPBOX INC(DBX)08,800,000+8,800,00007,5860.19%+7,586
DISNEY WALT CO(DIS)016,758+16,75801,7700.04%+1,770
PARSONS CORP DEL(PSN)6,900,0008,000,000+1,100,0006,4067,3200.18%+915
RALPH LAUREN CORP(RL)030,728+30,72807,1800.18%+7,180
ORMAT TECHNOLOGIES INC(ORA)08,000,000+8,000,00007,5250.19%+7,525
XYLEM INC(XYL)0228,866+228,866025,2210.63%+25,221
TEXAS INSTRS INC(TXN)023,704+23,70404,1930.10%+4,193
CONSTELLATION ENERGY CORP(CEG)05,866+5,86601,6130.04%+1,613
GE VERNOVA LLC(GEV)03,226+3,22601,4540.04%+1,454
CLOUDFLARE INC(NET)8,2858,28508641,3820.03%+518
ZSCALER INC(ZS)5,5785,710+1321,0251,5270.04%+502
NEXTERA ENERGY CAP HLDGS INC(NEE)3,800,0004,700,000+900,0004,0774,5530.11%+477
AKAMAI TECHNOLOGIES INC(AKAM)08,800,000+8,800,00007,1410.18%+7,141
KENVUE INC(KVUE)3,34926,979+23,630744810.01%+407
SNOWFLAKE INC(SNOW)6,2636,508+2458471,2410.03%+393
3M CO(MMM)18,28721,740+3,4532,4862,8200.07%+333
AMERICAN WTR CAP CORP(AWK)06,800,000+6,800,00005,7890.14%+5,789
ADVANCED ENERGY INDS(AEIS)3,900,0003,900,00003,7054,0200.10%+315
STRYKER CORPORATION(SYK)2,6373,623+9869091,2210.03%+312
ALPHABET INC(GOOG)093,743+93,743014,1660.35%+14,166
BOSTON SCIENTIFIC CORP(BSX)9,50012,817+3,3178871,1730.03%+286
QUANTA SVCS INC3,1823,18207491,0250.03%+276
CROWDSTRIKE HLDGS INC(CRWD)2,5192,51908221,0930.03%+271
JACOBS SOLUTIONS INC(J)033,723+33,72303,7760.09%+3,776
DATADOG INC(DDOG)08,824+8,82401,0100.03%+1,010
KLA CORP(KLAC)1,4731,511+389271,1530.03%+226
ROCKWELL AUTOMATION INC(ROK)4,7634,676-871,1391,3230.03%+184
DELL TECHNOLOGIES INC(DELL)08,380+8,38008750.02%+875
AECOM(ACM)015,984+15,98401,5370.04%+1,537
DARLING INGREDIENTS INC(DAR)046,394+46,39401,5000.04%+1,500
AMERICAN TOWER CORP NEW(AMT)120,824129,967+9,14324,33924,4710.61%+132
EMERSON ELEC CO(EMR)010,950+10,95001,2440.03%+1,244
DOLLAR TREE INC(DLTR)01,373+1,37301160.00%+116
SUNRUN INC(RUN)74,67974,67904055200.01%+115
INTEL CORP(INTC)016,682+16,68203180.01%+318
LUMENTUM HLDGS INC(LITE)02,800,000+2,800,00002,8000.07%+2,800
NETAPP INC(NTAP)01,173+1,17301060.00%+106
CITIGROUP INC(C)01,450+1,45001050.00%+105
DYNATRACE INC(DT)30,86530,86501,3471,4520.04%+104
DOVER CORP(DOV)0621+6210970.00%+97
AMBARELLA INC(AMBA)011,974+11,97406740.02%+674
JUNIPER NETWORKS INC02,846+2,8460970.00%+97
NUTANIX INC(NTNX)01,476+1,4760960.00%+96
CENCORA INC0373+3730950.00%+95
QUEST DIAGNOSTICS INC(DGX)0609+6090930.00%+93
HARTFORD FINL SVCS GROUP INC(HIG)0832+8320900.00%+90
GENUINE PARTS CO(GPC)0864+8640890.00%+89
ILLINOIS TOOL WKS INC(ITW)0414+4140870.00%+87
OKTA INC(OKTA)0980+9800830.00%+83
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