Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$4.23B
Total Bought
$4.23B
Total Sold
$0
Net Transaction
+$4.23B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)02,707,234+2,707,2340351,1108.29%+351,110
MICROSOFT CORP(MSFT)0826,457+826,4570336,4097.94%+336,409
APPLE INC(AAPL)0996,097+996,0970240,8955.69%+240,895
ALPHABET INC(GOOG)01,116,167+1,116,1670204,0474.82%+204,047
BROADCOM INC(AVGO)0500,782+500,7820112,1342.65%+112,134
ELI LILLY & CO(LLY)0144,687+144,6870107,8692.55%+107,869
META PLATFORMS INC(META)0162,310+162,310091,7762.17%+91,776
JPMORGAN CHASE & CO(JPM)0370,146+370,146085,6862.02%+85,686
GOLDMAN SACHS GROUP INC(GS)0140,434+140,434077,6581.83%+77,658
MERCK & CO INC(MRK)0678,068+678,068065,1421.54%+65,142
MORGAN STANLEY(MS)0530,368+530,368064,3921.52%+64,392
UNITEDHEALTH GROUP INC(UNH)0128,629+128,629062,8381.48%+62,838
HOME DEPOT INC(HD)0167,228+167,228062,8201.48%+62,820
MASTERCARD INCORPORATED(MA)0119,365+119,365060,6991.43%+60,699
BANK AMERICA CORP01,429,651+1,429,651060,6791.43%+60,679
WALMART INC(WMT)0684,843+684,843059,7541.41%+59,754
SALESFORCE INC(CRM)0169,835+169,835054,8341.29%+54,834
VISA INC(V)0158,839+158,839048,4781.14%+48,478
SCHLUMBERGER LTD(SLB)01,308,852+1,308,852048,4611.14%+48,461
PROGRESSIVE CORP(PGR)0205,854+205,854047,6341.12%+47,634
TESLA INC(TSLA)0121,296+121,296047,3051.12%+47,305
ORACLE CORP(ORCL)0285,577+285,577045,9571.09%+45,957
BOOKING HOLDINGS INC(BKNG)09,408+9,408045,1401.07%+45,140
DECKERS OUTDOOR CORP(DECK)0224,307+224,307043,9931.04%+43,993
CARRIER GLOBAL CORPORATION(CARR)0661,249+661,249043,5891.03%+43,589
CATERPILLAR INC(CAT)0116,574+116,574040,8390.96%+40,839
MARVELL TECHNOLOGY INC(MRVL)0366,243+366,243039,0650.92%+39,065
KEURIG DR PEPPER INC(KDP)01,245,330+1,245,330038,6290.91%+38,629
QUALCOMM INC(QCOM)0253,581+253,581037,6200.89%+37,620
ZOETIS INC(ZTS)0237,050+237,050037,2980.88%+37,298
CHIPOTLE MEXICAN GRILL INC(CMG)0625,543+625,543036,4270.86%+36,427
PALO ALTO NETWORKS INC(PANW)0207,173+207,173036,4050.86%+36,405
NEXTERA ENERGY INC(NEE)0503,764+503,764034,8770.82%+34,877
PROCTER AND GAMBLE CO(PG)0215,288+215,288034,8560.82%+34,856
HEWLETT PACKARD ENTERPRISE C(HPE)01,686,768+1,686,768034,7780.82%+34,778
THERMO FISHER SCIENTIFIC INC(TMO)068,518+68,518034,4230.81%+34,423
REPUBLIC SVCS INC(RSG)0174,406+174,406033,8840.80%+33,884
PROLOGIS INC.(PLD)0324,237+324,237033,0970.78%+33,097
HALLIBURTON CO(HAL)01,244,685+1,244,685032,6830.77%+32,683
NETFLIX INC(NFLX)037,887+37,887032,6120.77%+32,612
MICRON TECHNOLOGY INC(MU)0400,428+400,428032,5450.77%+32,545
PARKER-HANNIFIN CORP(PH)052,132+52,132032,0210.76%+32,021
CONSTELLATION BRANDS INC(STZ)0148,324+148,324031,6560.75%+31,656
XYLEM INC(XYL)0282,460+282,460031,6480.75%+31,648
COCA COLA CO(KO)0521,837+521,837031,3760.74%+31,376
TARGA RES CORP(TRGP)0181,474+181,474031,2830.74%+31,283
FREEPORT-MCMORAN INC(FCX)0841,532+841,532030,9470.73%+30,947
COSTCO WHSL CORP NEW(COST)034,574+34,574030,5930.72%+30,593
METLIFE INC(MET)0377,234+377,234029,8290.70%+29,829
NUCOR CORP(NUE)0229,850+229,850025,9060.61%+25,906
EXELON CORP(EXC)0705,677+705,677025,6510.61%+25,651
GILEAD SCIENCES INC(GILD)0281,622+281,622025,1220.59%+25,122
TRUIST FINL CORP(TFC)0594,634+594,634024,9110.59%+24,911
CISCO SYS INC(CSCO)0419,782+419,782023,9990.57%+23,999
UNION PAC CORP(UNP)0108,948+108,948023,9930.57%+23,993
PHILLIPS 66(PSX)0210,589+210,589023,1700.55%+23,170
EDWARDS LIFESCIENCES CORP0317,591+317,591022,7050.54%+22,705
AMERICAN TOWER CORP NEW(AMT)0116,715+116,715020,6730.49%+20,673
EXXON MOBIL CORP0186,959+186,959019,4220.46%+19,422
AMERICAN EXPRESS CO(AXP)067,035+67,035019,2130.45%+19,213
CONSTELLATION ENERGY CORP(CEG)087,836+87,836018,9760.45%+18,976
FORTIVE CORP(FTV)0245,071+245,071017,7500.42%+17,750
DELL TECHNOLOGIES INC(DELL)0156,530+156,530017,4200.41%+17,420
ALPHABET INC(GOOG)093,733+93,733017,2390.41%+17,239
HCA HEALTHCARE INC(HCA)059,408+59,408017,2200.41%+17,220
S&P GLOBAL INC(SPGI)035,536+35,536017,0910.40%+17,091
HUBSPOT INC(HUBS)025,233+25,233016,9790.40%+16,979
MONDELEZ INTL INC(MDLZ)0291,827+291,827016,8330.40%+16,833
WINGSTOP INC(WING)060,219+60,219016,5280.39%+16,528
DATADOG INC(DDOG)0119,549+119,549016,4970.39%+16,497
INTERNATIONAL FLAVORS&FRAGRA(IFF)0196,409+196,409016,0370.38%+16,037
MARTIN MARIETTA MATLS INC(MLM)031,580+31,580015,7520.37%+15,752
D R HORTON INC(DHI)0110,093+110,093014,8650.35%+14,865
REXFORD INDL RLTY INC(REXR)0373,883+373,883013,9590.33%+13,959
VERIZON COMMUNICATIONS INC(VZ)0293,906+293,906011,3500.27%+11,350
STARBUCKS CORP(SBUX)0107,776+107,77609,4970.22%+9,497
GENERAL MLS INC(GIS)0150,834+150,83409,2890.22%+9,289
UBER TECHNOLOGIES INC(UBER)0156,236+156,23609,1010.21%+9,101
ADVANCED MICRO DEVICES INC(AMD)076,383+76,38308,9100.21%+8,910
DEXCOM INC(DXCM)010,000,000+10,000,00008,6440.20%+8,644
AXON ENTERPRISE INC(AXON)03,400,000+3,400,00008,5710.20%+8,571
BOOKING HOLDINGS INC(BKNG)03,300,000+3,300,00008,4260.20%+8,426
LIVE NATION ENTERTAINMENT IN(LYV)06,100,000+6,100,00008,1460.19%+8,146
HALOZYME THERAPEUTICS INC(HALO)07,400,000+7,400,00007,7450.18%+7,745
ENPHASE ENERGY INC(ENPH)09,100,000+9,100,00007,2010.17%+7,201
AKAMAI TECHNOLOGIES INC(AKAM)07,600,000+7,600,00007,1810.17%+7,181
DROPBOX INC(DBX)07,200,000+7,200,00007,0980.17%+7,098
RALPH LAUREN CORP(RL)030,806+30,80606,8720.16%+6,872
ORMAT TECHNOLOGIES INC(ORA)06,900,000+6,900,00006,6270.16%+6,627
BENTLEY SYS INC(BSY)07,000,000+7,000,00006,5160.15%+6,516
AIRBNB INC(ABNB)06,800,000+6,800,00006,1450.15%+6,145
EXACT SCIENCES CORP06,800,000+6,800,00005,7950.14%+5,795
TETRA TECH INC NEW(TTEK)05,000,000+5,000,00005,6960.13%+5,696
RAPID7 INC06,200,000+6,200,00005,6880.13%+5,688
ADOBE INC(ADBE)013,149+13,14905,6470.13%+5,647
LCI INDS(LCII)05,800,000+5,800,00005,5030.13%+5,503
AMERICAN WTR CAP CORP(AWK)05,700,000+5,700,00005,4430.13%+5,443
EQUINIX INC(EQIX)05,856+5,85605,3320.13%+5,332
LIBERTY MEDIA CORP DEL(FWONA)04,400,000+4,400,00005,2170.12%+5,217
ON SEMICONDUCTOR CORP(ON)05,700,000+5,700,00005,2040.12%+5,204
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