Fund HoldingsOFI INVEST ASSET MANAGEMENT

Total Portfolio Value
$7.01B
Total Bought
$2.79B
Total Sold
$629.81M
Net Transaction
+$2.16B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)1,248,7282,128,499+879,771270,607494,3987.06%+223,791
ADVANCED MICRO DEVICES INC(AMD)0957,541+957,5410174,7762.49%+174,776
ALPHABET INC(GOOG)0527,867+527,8670141,7902.02%+141,790
APPLIED MATLS INC0565,278+565,2780123,8611.77%+123,861
ALPHABET INC(GOOG)1,050,1261,242,861+192,735217,264332,1034.74%+114,838
MICROSOFT CORP(MSFT)960,2051,298,495+338,290423,267536,4337.66%+113,167
COSTCO WHSL CORP NEW(COST)0135,062+135,062099,4231.42%+99,423
CITIGROUP INC(C)13,634678,585+664,9511,17867,5830.96%+66,405
PALANTIR TECHNOLOGIES INC(PLTR)0424,690+424,690064,3720.92%+64,372
TESLA INC(TSLA)224,576383,125+158,54984,999147,3032.10%+62,304
INTERCONTINENTAL EXCHANGE IN(ICE)0400,544+400,544055,3440.79%+55,344
GILEAD SCIENCES INC(GILD)378,473849,277+470,80435,75488,8191.27%+53,065
WELLS FARGO CO NEW(WFC)0957,897+957,897076,0761.09%+76,076
BLACKROCK INC(BLK)0105,724+105,724096,3621.38%+96,362
TJX COS INC NEW(TJX)0306,492+306,492040,1010.57%+40,101
COHERENT CORP(COHR)0239,028+239,028037,5640.54%+37,564
COLGATE PALMOLIVE CO(CL)0502,615+502,615033,8170.48%+33,817
FIFTH THIRD BANCORP(FITB)0814,292+814,292032,4550.46%+32,455
INTUITIVE SURGICAL INC0159,009+159,009076,7421.10%+76,742
PUBLIC SVC ENTERPRISE GRP IN(PEG)0414,266+414,266028,4050.41%+28,405
UBER TECHNOLOGIES INC(UBER)0591,214+591,214041,2150.59%+41,215
UNITED RENTALS INC(URI)040,283+40,283027,7590.40%+27,759
DEERE & CO(DE)073,454+73,454029,2350.42%+29,235
VERTEX PHARMACEUTICALS INC(VRTX)069,124+69,124026,6830.38%+26,683
BOSTON SCIENTIFIC CORP(BSX)0334,242+334,242027,2350.39%+27,235
NETFLIX INC(NFLX)0754,188+754,188060,3650.86%+60,365
CUMMINS INC(CMI)059,758+59,758026,0270.37%+26,027
SERVICENOW INC(NOW)0194,369+194,369025,4970.36%+25,497
BECTON DICKINSON & CO(BDX)0154,984+154,984025,6100.37%+25,610
HILTON WORLDWIDE HLDGS INC(HLT)0100,107+100,107024,5130.35%+24,513
ELI LILLY & CO(LLY)136,500123,119-13,38188,638112,9831.61%+24,346
MORGAN STANLEY(MS)390,948499,208+108,26052,88975,5801.08%+22,690
ZILLOW GROUP INC(Z)0382,256+382,256022,2040.32%+22,204
LAM RESEARCH CORP(LRCX)0149,564+149,564021,9700.31%+21,970
APPLOVIN CORP(APP)037,714+37,714021,6380.31%+21,638
REGENERON PHARMACEUTICALS(REGN)031,265+31,265020,5480.29%+20,548
YUM BRANDS INC(YUM)0154,679+154,679019,9240.28%+19,924
WESTERN DIGITAL CORP.(WDC)4,435137,631+133,19645320,1880.29%+19,735
ALLSTATE CORP(ALL)0110,853+110,853019,6470.28%+19,647
HUBBELL INC(HUBB)051,509+51,509019,4780.28%+19,478
TYSON FOODS INC(TSN)0390,000+390,000019,4660.28%+19,466
KENVUE INC(KVUE)01,323,336+1,323,336019,4560.28%+19,456
BLACKSTONE INC(BX)0147,370+147,370019,3410.28%+19,341
CELSIUS HLDGS INC(CELH)0496,388+496,388019,3320.28%+19,332
CONSTELLATION ENERGY CORP(CEG)068,908+68,908020,7750.30%+20,775
INTERACTIVE BROKERS GROUP IN(IBKR)0347,634+347,634019,0360.27%+19,036
TEXAS INSTRS INC(TXN)68,863191,641+122,77810,76828,4060.41%+17,638
NORFOLK SOUTHN CORP(NSC)071,300+71,300017,5280.25%+17,528
WEST PHARMACEUTICAL SVSC INC(WST)072,558+72,558017,0280.24%+17,028
HUBSPOT INC(HUBS)43,27499,622+56,34817,22934,0640.49%+16,836
CVS HEALTH CORP(CVS)0246,732+246,732016,6720.24%+16,672
KLA CORP(KLAC)017,265+17,265017,8620.25%+17,862
SKYWORKS SOLUTIONS INC(SWKS)0306,000+306,000016,5210.24%+16,521
ZSCALER INC(ZS)092,945+92,945017,8080.25%+17,808
FISERV INC(FISV)0324,397+324,397018,5720.27%+18,572
NEXTERA ENERGY INC(NEE)0903,625+903,625061,8640.88%+61,864
D R HORTON INC(DHI)121,477267,406+145,92917,52132,8710.47%+15,350
LOWES COS INC(LOW)3,40577,382+73,97772816,0400.23%+15,312
SBA COMMUNICATIONS CORP NEW(SBAC)092,619+92,619015,3010.22%+15,301
CDW CORP(CDW)0126,248+126,248014,6410.21%+14,641
PAYCHEX INC(PAYX)0145,517+145,517013,9190.20%+13,919
NETSKOPE INC(NTSK)0905,846+905,846013,5280.19%+13,528
XYLEM INC(XYL)234,404357,395+122,99129,42541,4410.59%+12,016
VICI PPTYS INC(VICI)0497,173+497,173011,9040.17%+11,904
ANALOG DEVICES INC(ADI)048,954+48,954011,4230.16%+11,423
ALIGN TECHNOLOGY INC084,306+84,306011,2090.16%+11,209
MERCK & CO INC(MRK)733,819705,885-27,93452,41763,3020.90%+10,886
TERADYNE INC(TER)064,450+64,450010,6220.15%+10,622
FORTINET INC(FTNT)0151,038+151,038010,2120.15%+10,212
MARTIN MARIETTA MATLS INC(MLM)55,75774,709+18,95229,90939,6430.57%+9,735
BROADCOM INC(AVGO)524,255529,443+5,188147,197156,8302.24%+9,632
AUTODESK INC15,20052,649+37,4494,10913,3850.19%+9,275
ON SEMICONDUCTOR CORP(ON)0197,639+197,63909,1120.13%+9,112
GAMING & LEISURE PPTYS INC(GLPI)0236,102+236,10208,9840.13%+8,984
AT&T INC(T)01,087,055+1,087,055023,0980.33%+23,098
HUNTINGTON INGALLS INDS INC(HII)030,707+30,70708,8910.13%+8,891
DOVER CORP(DOV)052,218+52,21808,6810.12%+8,681
WASTE MGMT INC DEL(WM)052,567+52,56709,8340.14%+9,834
BANK AMERICA CORP965,7241,080,863+115,13942,40150,7930.73%+8,392
INTEL CORP(INTC)0275,677+275,67708,8070.13%+8,807
HASBRO INC(HAS)0119,000+119,00008,3090.12%+8,309
DYNATRACE INC(DT)0258,865+258,86509,5530.14%+9,553
CATERPILLAR INC(CAT)077,958+77,958038,2450.55%+38,245
EXPEDITORS INTL WASH INC(EXPD)060,378+60,37807,7520.11%+7,752
THE CIGNA GROUP(CI)033,070+33,07007,8140.11%+7,814
MCKESSON CORP(MCK)011,934+11,93408,3940.12%+8,394
AMETEK INC043,087+43,08707,5320.11%+7,532
ELECTRONIC ARTS INC(EA)042,796+42,79607,4460.11%+7,446
T-MOBILE US INC(TMUS)101,601161,887+60,28620,69928,0410.40%+7,342
FIDELITY NATL INFORMATION SV(FIS)0131,266+131,26607,4280.11%+7,428
HOME DEPOT INC(HD)183,340239,524+56,18463,22370,4111.01%+7,187
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0101,461+101,46107,1700.10%+7,170
DUPONT DE NEMOURS INC(DD)0207,699+207,69907,1090.10%+7,109
NIKE INC(NKE)0125,816+125,81606,8250.10%+6,825
FAIR ISAAC CORP(FICO)04,769+4,76906,8650.10%+6,865
ABBVIE INC(ABBV)242,505278,991+36,48647,78754,4830.78%+6,696
DISNEY WALT CO(DIS)087,896+87,89608,5150.12%+8,515
META PLATFORMS INC(META)0229,314+229,3140129,4291.85%+129,429
SAILPOINT INC(SAIL)504,222905,653+401,4319,47515,6000.22%+6,125
DATADOG INC(DDOG)07,100,000+7,100,00006,0570.09%+6,057
Page 1 of 1