Fund HoldingsINVESCO, LLC

Total Portfolio Value
$243.46M
Total Bought
$34.17M
Total Sold
$32.83M
Net Transaction
+$1.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ANALOG DEVICES INC(ADI)3,51917,434+13,9157483,5161.44%+2,768
BROADCOM INC(AVGO)011,709+11,70901,9600.81%+1,960
MONSTER BEVERAGE CORP NEW(MNST)40,97063,637+22,6672,1533,7241.53%+1,571
ABBOTT LABS10,50017,018+6,5181,1882,2570.93%+1,070
SOUTHERN CO(SO)2,58813,559+10,9712131,2470.51%+1,034
VISA INC(V)15,57116,871+1,3004,9215,9132.43%+992
INTERCONTINENTAL EXCHANGE IN(ICE)10,89314,914+4,0211,6232,5731.06%+949
DUKE ENERGY CORP NEW(DUK)4,56511,552+6,9874921,4090.58%+917
HONEYWELL INTL INC(HON)3,7468,316+4,5708461,7610.72%+915
AFLAC INC(AFL)033,290+33,29003,7021.52%+3,702
PALO ALTO NETWORKS INC(PANW)04,744+4,74408100.33%+810
UNITEDHEALTH GROUP INC(UNH)03,472+3,47201,8190.75%+1,819
ILLINOIS TOOL WKS INC(ITW)2,9935,984+2,9917591,4840.61%+725
MICROSOFT CORP(MSFT)14,02617,462+3,4365,9126,5552.69%+643
COSTCO WHSL CORP NEW(COST)9,0379,388+3518,2808,8793.65%+599
KLA CORP(KLAC)02,607+2,60701,7720.73%+1,772
NORTHROP GRUMMAN CORP(NOC)07,325+7,32503,7501.54%+3,750
MOTOROLA SOLUTIONS INC(MSI)01,188+1,18805200.21%+520
T-MOBILE US INC(TMUS)7,1407,849+7091,5762,0930.86%+517
ALLSTATE CORP(ALL)14,61516,073+1,4582,8183,3281.37%+511
XCEL ENERGY INC(XEL)4,94911,557+6,6083348180.34%+484
MCDONALDS CORP(MCD)06,276+6,27601,9600.81%+1,960
PUBLIC SVC ENTERPRISE GRP IN(PEG)05,392+5,39204440.18%+444
AMPHENOL CORP NEW57,83467,891+10,0574,0174,4531.83%+436
CSX CORP(CSX)031,184+31,18409180.38%+918
TRACTOR SUPPLY CO(TSCO)8,00914,872+6,8634258190.34%+394
LOCKHEED MARTIN CORP(LMT)0874+87403900.16%+390
CHEVRON CORP NEW(CVX)11,76612,455+6891,7042,0840.86%+379
LIVE NATION ENTERTAINMENT IN(LYV)1,7734,547+2,7742305940.24%+364
SHERWIN WILLIAMS CO(SHW)026,790+26,79009,3553.84%+9,355
BOSTON SCIENTIFIC CORP(BSX)03,584+3,58403620.15%+362
TJX COS INC NEW(TJX)5,9348,820+2,8867171,0740.44%+357
LOWES COS INC(LOW)1,4372,991+1,5543556980.29%+343
PHILLIPS 66(PSX)035,791+35,79104,4191.82%+4,419
EXXON MOBIL CORP017,368+17,36802,0660.85%+2,066
PROGRESSIVE CORP(PGR)04,812+4,81201,3620.56%+1,362
GENUINE PARTS CO(GPC)018,454+18,45402,1990.90%+2,199
PEPSICO INC(PEP)06,069+6,06909100.37%+910
TEXAS ROADHOUSE INC(TXRH)01,406+1,40602340.10%+234
ABBVIE INC(ABBV)01,026+1,02602150.09%+215
META PLATFORMS INC(META)3,2363,654+4181,8952,1060.87%+211
CATERPILLAR INC(CAT)1,3472,121+7744897000.29%+211
ALTRIA GROUP INC(MO)03,490+3,49002090.09%+209
CASEYS GEN STORES INC(CASY)2,3432,603+2609281,1300.46%+201
FIRST CTZNS BANCSHARES INC N(FCNCA)0108+10802000.08%+200
JPMORGAN CHASE & CO.(JPM)12,68113,179+4983,0403,2331.33%+193
NETFLIX INC(NFLX)1,4531,591+1381,2951,4840.61%+189
ELECTRONIC ARTS INC(EA)3,8995,218+1,3195707540.31%+184
FISERV INC(FISV)2,0272,635+6084165820.24%+166
MOODYS CORP(MCO)8931,242+3494235780.24%+156
GALLAGHER ARTHUR J & CO(AJG)1,8591,915+565286610.27%+133
CHIPOTLE MEXICAN GRILL INC(CMG)9,70114,205+4,5045857130.29%+128
BANK NEW YORK MELLON CORP2,6583,835+1,1772043220.13%+117
AIR PRODS & CHEMS INC1,7412,102+3615056200.25%+115
OREILLY AUTOMOTIVE INC(ORLY)217254+372573640.15%+107
MCKESSON CORP(MCK)9,3588,075-1,2835,3335,4342.23%+101
CONOCOPHILLIPS(COP)8,6239,045+4228559500.39%+95
VERTEX PHARMACEUTICALS INC(VRTX)01,091+1,09105290.22%+529
UNION PAC CORP(UNP)1,4121,726+3143224080.17%+86
HOME DEPOT INC(HD)04,282+4,28201,5690.64%+1,569
INTERNATIONAL BUSINESS MACHS(IBM)9941,147+1532192850.12%+67
PROCTER AND GAMBLE CO(PG)014,715+14,71502,5081.03%+2,508
ECOLAB INC(ECL)1,0671,186+1192503010.12%+51
NASDAQ INC(NDAQ)2,6853,344+6592082540.10%+46
TEXAS PACIFIC LAND CORPORATI(TPL)525468-575816200.25%+39
KROGER CO(KR)4,3104,240-702642870.12%+23
ADVANCED MICRO DEVICES INC(AMD)02,700+2,70002770.11%+277
YUM BRANDS INC(YUM)5,9645,110-8548008040.33%+4
NUCOR CORP(NUE)02,554+2,55403070.13%+307
TRAVELERS COMPANIES INC(TRV)1,9881,758-2304794650.19%-14
MARRIOTT INTL INC NEW(MAR)1,6231,834+2114534370.18%-16
OTIS WORLDWIDE CORP(OTIS)3,9833,252-7313693360.14%-33
KIMBERLY-CLARK CORP(KMB)06,965+6,96509910.41%+991
FREEPORT-MCMORAN INC(FCX)08,841+8,84103350.14%+335
FAIR ISAAC CORP(FICO)1,2331,298+652,4552,3940.98%-61
DICKS SPORTING GOODS INC(DKS)2,2602,208-525174450.18%-72
AUTOMATIC DATA PROCESSING IN6,0455,546-4991,7701,6950.70%-75
EMERSON ELEC CO(EMR)7,9698,321+3529889120.37%-75
CENCORA INC1,7271,100-6273883060.13%-82
AGILENT TECHNOLOGIES INC(A)21,60224,062+2,4602,9022,8151.16%-87
METLIFE INC(MET)4,4213,355-1,0663622690.11%-93
SYNOPSYS INC(SNPS)2,4262,517+911,1771,0790.44%-98
WALMART INC(WMT)10,95010,148-8029898910.37%-98
ELI LILLY & CO(LLY)04,701+4,70103,8831.59%+3,883
THERMO FISHER SCIENTIFIC INC(TMO)011,156+11,15605,5512.28%+5,551
CARRIER GLOBAL CORPORATION(CARR)06,715+6,71504260.17%+426
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)3,9562,948-1,0087286110.25%-117
CHECK POINT SOFTWARE TECH LT
ORD
2,4251,460-9654533330.14%-120
NEWMONT CORP(NEM)06,132+6,13202960.12%+296
AMGEN INC(AMGN)09,141+9,14102,8481.17%+2,848
INTUITIVE SURGICAL INC1,3041,098-2066815440.22%-137
RTX CORPORATION(RTX)013,793+13,79301,8270.75%+1,827
CME GROUP INC(CME)1,878886-9924362350.10%-201
MSCI INC(MSCI)3390-3392030-203
FACTSET RESH SYS INC(FDS)4390-4392110-211
TESLA INC(TSLA)5290-5292140-214
TRUIST FINL CORP(TFC)4,9360-4,9362140-214
KEYSIGHT TECHNOLOGIES INC(KEYS)1,3350-1,3352140-214
UNITED STATES CELLULAR CORP(AD)3,4970-3,4972190-219
ULTA BEAUTY INC(ULTA)5080-5082210-221
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