Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$2.77B
Total Bought
$755.08M
Total Sold
$484.69M
Net Transaction
+$270.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
APPLE INC(AAPL)01,015,169+1,015,1690164,1635.92%+164,163
AMAZON COM INC(AMZN)0737,781+737,781088,5823.19%+88,582
NVIDIA CORPORATION(NVDA)204,405330,400+125,99586,467135,9584.90%+49,491
META PLATFORMS INC(META)93,018233,702+140,68426,69466,2672.39%+39,572
WALMART INC(WMT)96,273260,517+164,24415,13239,3531.42%+24,220
MORGAN STANLEY(MS)0309,169+309,169023,8490.86%+23,849
ABBOTT LABS0215,264+215,264019,6910.71%+19,691
ADVANCED MICRO DEVICES INC(AMD)0188,048+188,048018,2620.66%+18,262
CATERPILLAR INC(CAT)118,991179,549+60,55829,27846,2971.67%+17,019
SCHWAB CHARLES CORP(SCHW)0296,749+296,749015,3880.55%+15,388
ACADIA HEALTHCARE COMPANY IN(ACHC)84,807331,129+246,3226,75421,9900.79%+15,236
ARISTA NETWORKS INC084,652+84,652014,7060.53%+14,706
BAXTER INTL INC0392,702+392,702013,9980.50%+13,998
CONSTELLATION BRANDS INC(STZ)65,200110,087+44,88716,04826,1330.94%+10,085
BOOKING HOLDINGS INC(BKNG)06,000+6,000010,0650.36%+10,065
SALESFORCE INC(CRM)181,974250,417+68,44338,44447,9621.73%+9,518
DECKERS OUTDOOR CORP(DECK)017,821+17,82108,6530.31%+8,653
AKAMAI TECHNOLOGIES INC(AKAM)08,200+8,20008,5620.31%+8,562
AMERICAN EXPRESS CO(AXP)057,345+57,34508,0810.29%+8,081
ON SEMICONDUCTOR CORP(ON)163,094265,866+102,77215,42523,3410.84%+7,916
BENTLEY SYS INC(BSY)08,000+8,00007,7830.28%+7,783
ENPHASE ENERGY INC(ENPH)09,100+9,10007,5490.27%+7,549
NUVASIVE INC(GMED)07,900+7,90007,3030.26%+7,303
DROPBOX INC(DBX)07,200+7,20006,8330.25%+6,833
AIRBNB INC(ABNB)07,600+7,60006,7070.24%+6,707
INTEGRA LIFESCIENCES HLDGS C(IART)07,200+7,20006,5770.24%+6,577
SCHLUMBERGER LTD(SLB)854,599877,480+22,88141,97848,3181.74%+6,340
DEXCOM INC(DXCM)06,700+6,70006,3330.23%+6,333
SPLUNK INC06,600+6,60006,2510.23%+6,251
ORACLE CORP(ORCL)352,829476,120+123,29142,01847,7421.72%+5,724
RAPID7 INC05,200+5,20005,3990.19%+5,399
PHILLIPS 66(PSX)300,402297,023-3,37928,65233,7071.22%+5,055
CHEGG INC05,500+5,50004,9650.18%+4,965
ARES CAPITAL CORP(ARCC)04,400+4,40004,4910.16%+4,491
LCI INDS(LCII)04,700+4,70004,4200.16%+4,420
ETSY INC(ETSY)05,800+5,80004,4060.16%+4,406
LIBERTY MEDIA CORP DEL(FWONA)04,400+4,40004,3210.16%+4,321
HALOZYME THERAPEUTICS INC(HALO)04,400+4,40004,1300.15%+4,130
EXPEDIA GROUP INC(EXPE)04,600+4,60004,0080.14%+4,008
MARRIOTT VACATIONS WORLDWIDE(VAC)04,500+4,50003,9710.14%+3,971
LUMENTUM HLDGS INC(LITE)04,500+4,50003,8060.14%+3,806
HALLIBURTON CO(HAL)777,157768,149-9,00825,63829,3841.06%+3,745
SAREPTA THERAPEUTICS INC(SRPT)03,300+3,30003,7040.13%+3,704
EXACT SCIENCES CORP04,200+4,20003,6360.13%+3,636
BLOCK INC(XYZ)04,200+4,20003,5210.13%+3,521
ENVESTNET INC03,700+3,70003,4170.12%+3,417
TELADOC HEALTH INC(TDOC)04,100+4,10003,3010.12%+3,301
FORD MTR CO DEL(F)03,300+3,30003,2400.12%+3,240
BIOMARIN PHARMACEUTICAL INC(BMRN)03,000+3,00002,9150.11%+2,915
PALO ALTO NETWORKS INC(PANW)01,200+1,20002,8300.10%+2,830
LIVE NATION ENTERTAINMENT IN(LYV)02,200+2,20002,2570.08%+2,257
RH01,600+1,60002,1920.08%+2,192
ALPHABET INC(GOOG)1,217,4831,195,822-21,661145,733147,8025.33%+2,069
CLOUDFLARE INC(NET)02,400+2,40002,0430.07%+2,043
LUMENTUM HLDGS INC(LITE)02,000+2,00001,9820.07%+1,982
CHEGG INC02,400+2,40001,8890.07%+1,889
FEDEX CORP(FDX)92,96199,331+6,37023,04524,8550.90%+1,810
DOCUSIGN INC(DOCU)01,800+1,80001,7660.06%+1,766
MICROSOFT CORP(MSFT)641,206737,050+95,844218,356220,1217.94%+1,764
OKTA INC(OKTA)01,800+1,80001,5760.06%+1,576
BOOKING HOLDINGS INC(BKNG)4,6214,753+13212,47813,8450.50%+1,366
MIDDLEBY CORP(MIDD)01,200+1,20001,3460.05%+1,346
TARGA RES CORP(TRGP)306,310302,389-3,92123,31024,4820.88%+1,172
BIOMARIN PHARMACEUTICAL INC(BMRN)01,000+1,00009990.04%+999
RALPH LAUREN CORP(RL)39,38852,769+13,3814,8575,7860.21%+929
AVALONBAY CMNTYS INC05,632+5,63209140.03%+914
SHAKE SHACK INC(SHAK)01,200+1,20008960.03%+896
ALEXANDRIA REAL ESTATE EQ IN08,771+8,77108290.03%+829
SYNAPTICS INC(SYNA)6,00014,357+8,3575121,2840.05%+772
FEDERAL RLTY INVT TR NEW(FRT)06,729+6,72905760.02%+576
SAREPTA THERAPEUTICS INC(SRPT)0300+30005340.02%+534
ALPHABET INC(GOOG)78,56280,558+1,9969,50410,0320.36%+529
BLOCK INC(XYZ)0480+48004450.02%+445
PHINIA INC(PHIN)015,501+15,50104150.01%+415
VMWARE INC13,94214,073+1312,0032,3410.08%+338
HOME DEPOT INC(HD)0437+43701250.00%+125
ADOBE INC(ADBE)0174+1740840.00%+84
INTEL CORP(INTC)01,611+1,6110540.00%+54
COMCAST CORP NEW(CCZ)01,284+1,2840540.00%+54
INTUIT(INTU)0106+1060510.00%+51
VALERO ENERGY CORP(VLO)0380+3800510.00%+51
LOWES COS INC(LOW)0253+2530500.00%+50
INTERNATIONAL BUSINESS MACHS(IBM)0349+3490460.00%+46
QUALCOMM INC(QCOM)0428+4280450.00%+45
AUTODESK INC9,5699,674+1051,9582,0000.07%+42
APPLIED MATLS INC0322+3220420.00%+42
WILLIAMS COS INC(WMB)01,284+1,2840410.00%+41
SERVICENOW INC(NOW)077+770410.00%+41
CHENIERE ENERGY INC(LNG)0255+2550400.00%+40
NUCOR CORP(NUE)0270+2700400.00%+40
NIKE INC(NKE)0406+4060370.00%+37
BAKER HUGHES COMPANY(BKR)01,067+1,0670360.00%+36
CITIGROUP INC(C)0892+8920350.00%+35
KINDER MORGAN INC DEL(KMI)02,130+2,1300330.00%+33
METLIFE INC(MET)02,552+2,55201520.01%+152
DANAHER CORPORATION(DHR)0129+1290300.00%+30
NEWMONT CORP(NEM)0859+8590300.00%+30
LAM RESEARCH CORP(LRCX)050+500300.00%+30
HUMANA INC(HUM)0201+2010920.00%+92
MARSH & MCLENNAN COS INC(MRSH)0158+1580280.00%+28
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