Fund Holdings

OFI INVEST ASSET MANAGEMENT

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)2,544,9623,176,669+631,707342,529,749504,412,94210.62%+161,883,193
MICROSOFT CORP(MSFT)787,375960,205+172,830333,644,161423,266,5368.91%+89,622,375
CAPITAL ONE FINL CORP(COF)241,582694,199+452,61743,786,674125,593,8932.65%+81,807,219
APPLE INC(AAPL)1,156,6651,248,728+92,063202,166,339270,607,3285.70%+68,440,989
SCHWAB CHARLES CORP(SCHW)9,659699,086+689,427750,76656,801,4811.20%+56,050,715
KKR & CO INC(KKR)0429,819+429,819047,536,1531.00%+47,536,153
DIGITAL RLTY TR INC(DLR)720271,265+270,545106,92839,911,7380.84%+39,804,810
ATLASSIAN CORPORATION485218,869+218,38483,91129,747,5570.63%+29,663,646
ALPHABET INC(GOOG)1,274,7751,050,126-224,649191,381,861217,264,3684.58%+25,882,507
ABBVIE INC(ABBV)140,042242,505+102,46322,144,73447,786,9011.01%+25,642,167
BOOKING HOLDINGS INC(BKNG)8,61314,747+6,13442,477,93567,764,2851.43%+25,286,350
PEPSICO INC(PEP)6,509211,987+205,478732,16225,337,4080.53%+24,605,246
BAKER HUGHES COMPANY(BKR)0556,632+556,632023,080,0940.49%+23,080,094
UNITEDHEALTH GROUP INC(UNH)71,375140,727+69,35218,969,08441,355,7730.87%+22,386,689
TESLA INC(TSLA)232,505224,576-7,92962,919,06084,998,6721.79%+22,079,612
COCA COLA CO(KO)555,410913,385+357,97533,475,53651,553,7811.09%+18,078,245
BANK NEW YORK MELLON CORP22,350206,964+184,6141,734,72719,192,1680.40%+17,457,441
GILEAD SCIENCES INC(GILD)196,230378,473+182,24318,533,90135,753,6200.75%+17,219,719
HUBSPOT INC(HUBS)1,87643,274+41,398889,58317,228,5740.36%+16,338,991
T-MOBILE US INC(TMUS)38,998101,601+62,6037,915,54620,698,9340.44%+12,783,388
MARVELL TECHNOLOGY INC(MRVL)349,846499,984+150,13823,067,75235,773,3240.75%+12,705,572
PALO ALTO NETWORKS INC(PANW)221,863286,483+64,62038,677,89349,645,6771.05%+10,967,784
EDWARDS LIFESCIENCES CORP339,715497,068+157,35322,634,16132,899,5560.69%+10,265,395
BROADCOM INC(AVGO)584,331524,255-60,076137,215,862147,197,4203.10%+9,981,558
SAILPOINT INC(SAIL)0504,222+504,22209,475,0820.20%+9,475,082
TARGA RES CORP(TRGP)243,628314,072+70,44436,129,62744,782,6570.94%+8,653,030
INTERNATIONAL FLAVORS&FRAGRA(IFF)212,203407,989+195,78613,296,01821,368,2060.45%+8,072,188
BANK AMERICA CORP854,546965,724+111,17834,448,28442,401,4470.89%+7,953,163
HOME DEPOT INC(HD)178,550183,340+4,79055,768,26063,223,4341.33%+7,455,174
ELI LILLY & CO(LLY)122,617136,500+13,88381,427,46588,637,8721.87%+7,210,407
THERMO FISHER SCIENTIFIC INC(TMO)108,377108,041-33637,434,54344,597,4860.94%+7,162,943
AEROVIRONMENT INC(AVAV)06,400,000+6,400,00006,768,0950.14%+6,768,095
LEVI STRAUSS & CO NEW(LEVI)1,420,5961,465,353+44,75722,376,64129,057,6380.61%+6,680,997
TEXAS INSTRS INC(TXN)23,70468,863+45,1594,192,55010,767,8280.23%+6,575,278
JPMORGAN CHASE & CO(JPM)442,101424,183-17,918109,187,290113,872,3772.40%+4,685,087
MARTIN MARIETTA MATLS INC(MLM)54,13555,757+1,62225,316,64929,908,5290.63%+4,591,880
D R HORTON INC(DHI)118,612121,477+2,86513,026,75617,520,6020.37%+4,493,846
XYLEM INC(XYL)228,866234,404+5,53825,221,37129,425,1840.62%+4,203,813
MERCK & CO INC(MRK)716,058733,819+17,76148,288,24052,416,5351.10%+4,128,295
AUTODESK INC39415,200+14,806103,9064,109,4330.09%+4,005,527
OWENS CORNING NEW(OC)033,192+33,19203,996,0340.08%+3,996,034
WALMART INC(WMT)547,707559,487+11,78045,623,19949,072,9621.03%+3,449,763
PROLOGIS INC.(PLD)346,753351,772+5,01931,052,24334,285,0470.72%+3,232,804
UNION PAC CORP(UNP)182,455192,649+10,19435,762,01838,754,4210.82%+2,992,403
EXELON CORP(EXC)1,003,6821,035,995+32,31337,125,58939,685,2220.84%+2,559,633
MORGAN STANLEY(MS)421,597390,948-30,64950,590,92152,889,4421.11%+2,298,521
SCHLUMBERGER LTD(SLB)1,391,3731,422,373+31,00040,063,38841,605,9240.88%+1,542,536
METLIFE INC(MET)397,713406,879+9,16627,247,16028,523,0840.60%+1,275,924
ORACLE CORP(ORCL)339,291268,958-70,33363,193,07664,375,9541.36%+1,182,878
CITIGROUP INC(C)1,45013,634+12,184105,1451,177,7460.02%+1,072,601
RALPH LAUREN CORP(RL)30,72830,72807,179,8578,200,0610.17%+1,020,204
HALOZYME THERAPEUTICS INC(HALO)7,400,0006,800,000-600,0007,210,5658,161,7620.17%+951,197
AMERICAN EXPRESS CO(AXP)176,248172,434-3,81447,893,33148,745,2571.03%+851,926
ORMAT TECHNOLOGIES INC(ORA)8,000,0008,000,00007,525,1078,270,8240.17%+745,717
EVERSOURCE ENERGY(ES)66,64071,870+5,2303,611,7364,351,3460.09%+739,610
STEEL DYNAMICS INC(STLD)32,97236,139+3,1673,595,6434,288,3920.09%+692,749
JACOBS SOLUTIONS INC(J)33,72334,814+1,0913,776,3674,440,1920.09%+663,825
WILLIAMS COS INC(WMB)012,000+12,0000646,9790.01%+646,979
LOWES COS INC(LOW)6393,405+2,766120,778728,2640.02%+607,486
ADVANCED ENERGY INDS(AEIS)3,900,0003,900,00004,019,6454,602,7230.10%+583,078
SUNRUN INC(RUN)74,67974,6790520,4021,098,8940.02%+578,492
VERIZON COMMUNICATIONS INC(VZ)314,124323,512+9,38811,579,11612,100,7250.25%+521,609
QUALCOMM INC(QCOM)80,38380,379-410,905,82011,380,2980.24%+474,478
PARSONS CORP DEL(PSN)8,000,0008,000,00007,320,2337,787,5730.16%+467,340
WESTERN DIGITAL CORP.(WDC)04,435+4,4350453,1630.01%+453,163
PG&E CORP(PCG)035,057+35,0570449,9230.01%+449,923
MICRON TECHNOLOGY INC(MU)1,1843,624+2,440124,316516,0580.01%+391,742
ARRAY TECHNOLOGIES INC(ARRY)5,300,0005,300,00003,592,1913,940,3160.08%+348,125
CECO ENVIRONMENTAL CORP(CECO)17,87217,520-352431,023763,4250.02%+332,402
CONAGRA BRANDS INC(CAG)70920,822+20,11312,364324,4690.01%+312,105
MONGODB INC(MDB)3,4003,4000608,226898,1210.02%+289,895
WEYERHAEUSER CO MTN BE(WY)53,32167,815+14,4941,166,9431,430,7520.03%+263,809
WARNER BROS DISCOVERY INC(WBD)25,76230,319+4,557251,508503,9400.01%+252,432
BEST BUY INC(BBY)03,875+3,8750249,3850.01%+249,385
ABBOTT LABS10,80713,072+2,2651,252,1701,490,0970.03%+237,927
VERALTO CORP(VLTO)02,594+2,5940235,3590.00%+235,359
NEWMONT CORP(NEM)21,80718,363-3,4441,082,3151,317,6040.03%+235,289
SHERWIN WILLIAMS CO(SHW)2,1862,961+775639,422872,5760.02%+233,154
AECOM(ACM)15,98415,669-3151,536,7841,739,8590.04%+203,075
HEWLETT PACKARD ENTERPRISE C(HPE)58,71558,488-2271,022,8931,222,5240.03%+199,631
DECKERS OUTDOOR CORP(DECK)361,543370,214+8,67131,745,31431,939,2280.67%+193,914
NEXTERA ENERGY CAP HLDGS INC(NEE)4,700,0004,700,00004,553,3644,743,9230.10%+190,559
AMBARELLA INC(AMBA)11,97411,9740673,904840,9320.02%+167,028
UBER TECHNOLOGIES INC(UBER)4,000,0004,000,00004,861,7635,020,5390.11%+158,776
TRACTOR SUPPLY CO(TSCO)1,8724,990+3,11884,155241,5160.01%+157,361
IDEXX LABS INC(IDXX)246492+246112,399267,5180.01%+155,119
JOHNSON & JOHNSON(JNJ)10,0309,177-8531,305,1771,448,1700.03%+142,993
MONOLITHIC PWR SYS INC(MPWR)0178+1780139,4670.00%+139,467
DELL TECHNOLOGIES INC(DELL)8,3808,3800875,2291,011,0910.02%+135,862
GLOBAL PMTS INC(GPN)7,000,0007,000,00005,321,4935,456,9370.11%+135,444
CITIZENS FINL GROUP INC(CFG)02,918+2,9180132,0180.00%+132,018
BROADRIDGE FINL SOLUTIONS IN(BR)4251,081+65687,991219,1160.00%+131,125
CLOUDFLARE INC(NET)8,2858,28501,382,1621,513,0880.03%+130,926
LIVE NATION ENTERTAINMENT IN(LYV)1,900,0001,900,00002,500,0382,630,8870.06%+130,849
TRAVELERS COMPANIES INC(TRV)0548+5480130,2230.00%+130,223
RAYMOND JAMES FINL INC(RJF)0854+8540125,4470.00%+125,447
GE VERNOVA LLC(GEV)3,2263,018-2081,454,2211,579,3770.03%+125,156
NEWS CORP NEW(NWS)04,751+4,7510124,1730.00%+124,173
RIVIAN AUTOMOTIVE INC(RIVN)09,934+9,9340124,1120.00%+124,112
DICKS SPORTING GOODS INC(DKS)0654+6540123,6870.00%+123,687
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