Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$2.97B
Total Bought
$455.16M
Total Sold
$378.31M
Net Transaction
+$76.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BANK AMERICA CORP01,689,776+1,689,776051,5051.73%+51,505
QUALCOMM INC(QCOM)428264,394+263,9664534,6171.16%+34,572
EXELON CORP(EXC)0988,332+988,332032,1201.08%+32,120
LAMB WESTON HLDGS INC(LW)0269,117+269,117026,3330.89%+26,333
ALEXANDRIA REAL ESTATE EQ IN8,771227,729+218,95882926,1340.88%+25,305
GOLDMAN SACHS GROUP INC(GS)0126,898+126,898044,3161.49%+44,316
ADVANCED MICRO DEVICES INC(AMD)188,048294,176+106,12818,26239,2561.32%+20,994
BROADCOM INC(AVGO)042,371+42,371042,8161.44%+42,816
ANALOG DEVICES INC(ADI)0118,425+118,425021,4820.72%+21,482
CATERPILLAR INC(CAT)179,549234,299+54,75046,29762,7122.11%+16,415
BLACKROCK INC(BLK)080,148+80,148058,9001.98%+58,900
EQUINIX INC(EQIX)061,692+61,692045,3471.53%+45,347
MERCK & CO INC(MRK)0659,262+659,262065,0642.19%+65,064
INTERNATIONAL FLAVORS&FRAGRA(IFF)0195,841+195,841014,3550.48%+14,355
REXFORD INDL RLTY INC(REXR)0258,222+258,222013,1140.44%+13,114
SALESFORCE INC(CRM)250,417250,198-21947,96259,6002.00%+11,638
AMAZON COM INC(AMZN)737,781718,179-19,60288,58298,7833.32%+10,200
NVIDIA CORPORATION(NVDA)330,400321,188-9,212135,958144,3554.86%+8,397
NEXTERA ENERGY INC(NEE)0455,552+455,552025,0490.84%+25,049
EMERSON ELEC CO(EMR)0335,659+335,659029,5750.99%+29,575
FREEPORT-MCMORAN INC(FCX)0803,812+803,812030,9771.04%+30,977
AXON ENTERPRISE INC(AXON)05,600+5,60007,0880.24%+7,088
JPMORGAN CHASE & CO(JPM)0444,652+444,652068,4702.30%+68,470
PHILLIPS 66(PSX)297,023335,246+38,22333,70740,4061.36%+6,699
MICROSOFT CORP(MSFT)737,050661,641-75,409220,121225,8447.60%+5,723
CISCO SYS INC(CSCO)0123,709+123,70905,6580.19%+5,658
PEPSICO INC(PEP)0330,342+330,342050,7901.71%+50,790
MARTIN MARIETTA MATLS INC(MLM)050,107+50,107022,6310.76%+22,631
FIRST SOLAR INC(FSLR)024,789+24,78904,2130.14%+4,213
VISA INC(V)0135,573+135,573031,9531.07%+31,953
STEEL DYNAMICS INC(STLD)032,050+32,05003,7850.13%+3,785
IQVIA HLDGS INC(IQV)0172,776+172,776036,1901.22%+36,190
TANDEM DIABETES CARE INC03,700+3,70003,5210.12%+3,521
INTERNATIONAL PAPER CO(IP)096,887+96,88703,5020.12%+3,502
ARISTA NETWORKS INC84,65283,485-1,16714,70617,7990.60%+3,093
ORMAT TECHNOLOGIES INC(ORA)02,700+2,70002,8140.09%+2,814
HALLIBURTON CO(HAL)768,149982,675+214,52629,38432,1581.08%+2,775
EXACT SCIENCES CORP4,2006,800+2,6003,6366,4020.22%+2,765
SCHLUMBERGER LTD(SLB)877,4801,083,853+206,37348,31851,0601.72%+2,742
INTEL CORP(INTC)1,61154,171+52,560542,7150.09%+2,661
MARVELL TECHNOLOGY INC(MRVL)0457,376+457,376024,9710.84%+24,971
ARRAY TECHNOLOGIES INC(ARRY)02,400+2,40002,3660.08%+2,366
INTERNATIONAL BUSINESS MACHS(IBM)34913,468+13,119462,1980.07%+2,151
MORGAN STANLEY(MS)309,169306,020-3,14923,84925,8330.87%+1,984
WASTE MGMT INC DEL(WM)029,041+29,04105,0910.17%+5,091
AMERICAN EXPRESS CO(AXP)57,34557,518+1738,0819,7550.33%+1,674
HEWLETT PACKARD ENTERPRISE C(HPE)098,089+98,08901,6630.06%+1,663
OTIS WORLDWIDE CORP(OTIS)0351,844+351,844028,4970.96%+28,497
ABBOTT LABS215,264212,263-3,00119,69121,1500.71%+1,459
BOOKING HOLDINGS INC(BKNG)4,7534,754+113,84515,2660.51%+1,421
LCI INDS(LCII)4,7005,800+1,1004,4205,7010.19%+1,280
BOOKING HOLDINGS INC(BKNG)6,0006,000010,06511,3420.38%+1,278
CONMED CORP(CNMD)01,200+1,20001,2020.04%+1,202
RALPH LAUREN CORP(RL)52,76952,76905,7866,8880.23%+1,102
S&P GLOBAL INC(SPGI)020,520+20,52008,1830.28%+8,183
APPLIED MATLS INC3227,046+6,724421,0340.03%+992
WORKDAY INC(WDAY)03,615+3,61509030.03%+903
ECOLAB INC(ECL)04,845+4,84508700.03%+870
NIKE INC(NKE)4068,790+8,384378640.03%+827
BANK NEW YORK MELLON CORP017,872+17,87208420.03%+842
CROWN HLDGS INC(CCK)09,354+9,35407800.03%+780
BECTON DICKINSON & CO(BDX)03,433+3,43307580.03%+758
PALO ALTO NETWORKS INC(PANW)1,2001,20002,8303,5600.12%+730
ADOBE INC(ADBE)1741,420+1,246847670.03%+683
DEXCOM INC(DXCM)6,7006,70006,3337,0090.24%+676
GENERAL MLS INC(GIS)0128,991+128,99107,6060.26%+7,606
NEWMONT CORP(NEM)85918,083+17,224306780.02%+648
AKAMAI TECHNOLOGIES INC(AKAM)8,2008,20008,5629,2000.31%+638
INTUITIVE SURGICAL INC02,164+2,16406610.02%+661
AMGEN INC(AMGN)02,481+2,48106470.02%+647
US BANCORP DEL(USB)016,376+16,37606420.02%+642
ENPHASE ENERGY INC(ENPH)9,1009,10007,5498,1490.27%+600
TRIMBLE INC(TRMB)012,270+12,27005910.02%+591
EDWARDS LIFESCIENCES CORP09,678+9,67806680.02%+668
T-MOBILE US INC(TMUS)0291,278+291,278042,2761.42%+42,276
HCA HEALTHCARE INC(HCA)056,734+56,734013,9020.47%+13,902
APPLE INC(AAPL)1,015,169944,927-70,242164,163164,6925.54%+529
AECOM(ACM)06,051+6,05105060.02%+506
ARAMARK(ARMK)019,790+19,79005030.02%+503
DROPBOX INC(DBX)7,2007,20006,8337,2520.24%+419
RAPID7 INC5,2005,20005,3995,8070.20%+407
EXPEDIA GROUP INC(EXPE)4,6004,60004,0084,3730.15%+366
SYNAPTICS INC(SYNA)14,35714,35701,2841,6380.06%+354
PALO ALTO NETWORKS INC(PANW)01,370+1,37003660.01%+366
LAUDER ESTEE COS INC(EL)03,035+3,03504020.01%+402
ALPHABET INC(GOOG)80,55880,558010,03210,2770.35%+245
ETSY INC(ETSY)5,8005,80004,4064,6500.16%+245
ORACLE CORP(ORCL)476,120502,583+26,46347,74247,9681.61%+226
INTEGRA LIFESCIENCES HLDGS C(IART)7,2007,20006,5776,7930.23%+216
LUMENTUM HLDGS INC(LITE)4,5004,50003,8064,0130.13%+207
LIBERTY MEDIA CORP DEL(FWONA)4,4004,40004,3214,5200.15%+199
REPUBLIC SVCS INC(RSG)0234,842+234,842035,0591.18%+35,059
COTY INC(COTY)016,334+16,33401750.01%+175
BENTLEY SYS INC(BSY)8,0008,00007,7837,9570.27%+174
BLOCK INC(XYZ)4,2004,20003,5213,6920.12%+171
ROCKWELL AUTOMATION INC(ROK)0625+62501760.01%+176
AIRBNB INC(ABNB)7,6007,60006,7076,8450.23%+138
ARES CAPITAL CORP(ARCC)4,4004,40004,4914,6260.16%+135
CLOUDFLARE INC(NET)2,4002,40002,0432,1730.07%+130
MIDDLEBY CORP(MIDD)1,2001,20001,3461,4680.05%+123
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