Fund Holdings

Board of the Pension Protection Fund

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CELESTICA INC(CLS)05,100+5,10002,001,3421.84%+2,001,342
OPEN TEXT CORP(OTEX)063,600+63,60001,971,6001.81%+1,971,600
CGI INC(GIB)019,200+19,20001,952,6401.80%+1,952,640
NETAPP INC(NTAP)70017,500+16,80074,9631,791,8251.65%+1,716,862
MARVELL TECHNOLOGY INC(MRVL)017,300+17,30001,713,5651.58%+1,713,565
PAYPAL HLDGS INC(PYPL)1,10039,100+38,00064,2181,768,4931.63%+1,704,275
DESCARTES SYS GROUP INC(DSGX)017,000+17,00001,693,8801.56%+1,693,880
TRIMBLE INC(TRMB)50026,300+25,80039,1751,715,5491.58%+1,676,374
EXELON CORP(EXC)2,50036,100+33,600108,9751,769,6221.63%+1,660,647
ATMOS ENERGY CORP(ATO)4009,300+8,90067,0521,717,8961.58%+1,650,844
LAS VEGAS SANDS CORP(LVS)029,500+29,50001,589,4601.46%+1,589,460
OKTA INC(OKTA)60020,500+19,90051,8821,613,5551.48%+1,561,673
NISOURCE INC(NI)1,90034,200+32,30079,3441,595,7721.47%+1,516,428
SS&C TECH HLDGS(SSNC)80022,900+22,10069,9361,547,3531.42%+1,477,417
PTC INC(PTC)20010,400+10,20034,8421,481,8961.36%+1,447,054
RAYMOND JAMES FINL INC(RJF)4009,300+8,90064,2361,346,5471.24%+1,282,311
CONSTELLATION ENERGY CORP(CEG)1204,360+4,24042,3921,217,5301.12%+1,175,138
NRG ENERGY INC(NRG)6008,500+7,90095,5441,242,1901.14%+1,146,646
TE CONNECTIVITY PLC(TEL)1005,300+5,20022,7511,107,8061.02%+1,085,055
AMERICAN WTR WKS CO INC NEW7008,400+7,70091,3501,143,1561.05%+1,051,806
ROBINHOOD MKTS INC(HOOD)014,500+14,50001,004,8500.92%+1,004,850
DELL TECHNOLOGIES INC(DELL)11,10014,500+3,4001,397,2682,379,8852.19%+982,617
INCYTE CORP(INCY)50010,800+10,30049,3851,016,4960.93%+967,111
BROADRIDGE FINL SOLUTIONS IN(BR)1006,000+5,90022,317974,8800.90%+952,563
BANK NEW YORK MELLON CORP4007,500+7,10046,436889,7250.82%+843,289
FIRST SOLAR INC(FSLR)1,0005,500+4,500261,2301,084,9301.00%+823,700
VERISIGN INC1603,280+3,12038,872814,6210.75%+775,749
WABTEC(WAB)1002,300+2,20021,345574,7930.53%+553,448
FIDELITY NATL INFORMATION SV(FIS)010,700+10,7000501,9370.46%+501,937
FACTSET RESH SYS INC(FDS)1202,400+2,28034,823520,7760.48%+485,953
APPLOVIN CORP(APP)401,200+1,16026,953477,6000.44%+450,647
SALESFORCE INC(CRM)1002,500+2,40026,491466,6750.43%+440,184
CATERPILLAR INC(CAT)0560+5600396,7380.36%+396,738
QUANTA SVCS INC40680+64016,882373,3340.34%+356,452
QUALCOMM INC(QCOM)2002,900+2,70034,210373,4620.34%+339,252
CDW CORP(CDW)8,10011,900+3,8001,103,2201,440,1381.32%+336,918
SUPER MICRO COMPUTER INC(SMCI)32,30056,100+23,800945,4211,277,3971.17%+331,976
XYLEM INC(XYL)2003,000+2,80027,236358,5000.33%+331,264
BROADCOM INC(AVGO)01,000+1,0000309,5100.28%+309,510
MONOLITHIC PWR SYS INC(MPWR)0280+2800306,1380.28%+306,138
PENTAIR PLC(PNR)3003,500+3,20031,242304,8850.28%+273,643
FERGUSON ENTERPRISES INC(FERG)1001,200+1,10022,263279,9120.26%+257,649
DOVER CORP(DOV)1001,300+1,20019,524270,9850.25%+251,461
HEWLETT PACKARD ENTERPRISE C(HPE)71,60082,700+11,1001,719,8321,969,0871.81%+249,255
HCA HEALTHCARE INC(HCA)80600+52037,349283,9440.26%+246,595
AMERICAN EXPRESS CO(AXP)0800+8000241,9840.22%+241,984
EDISON INTL(EIX)28,30026,500-1,8001,698,5661,939,2701.78%+240,704
JACOBS SOLUTIONS INC(J)3002,200+1,90039,738280,0160.26%+240,278
LEIDOS HOLDINGS INC(LDOS)1,0002,700+1,700180,400419,9040.39%+239,504
EXPEDITORS INTL WASH INC(EXPD)3001,900+1,60044,703272,1370.25%+227,434
GENERAL DYNAMICS CORP(GD)80720+64026,933247,1180.23%+220,185
GLOBAL PMTS INC(GPN)18,50024,500+6,0001,431,9001,648,8501.52%+216,950
ROLLINS INC(ROL)5004,600+4,10030,010245,6860.23%+215,676
MASCO CORP(MAS)6004,100+3,50038,076247,5170.23%+209,441
VERTIV HOLDINGS CO(VRT)100900+80016,201225,5220.21%+209,321
SNAP ON INC(SNA)120680+56041,352246,9900.23%+205,638
APPLE INC(AAPL)0800+8000203,0320.19%+203,032
HOLOGIC INC1,3003,900+2,60096,837294,8010.27%+197,964
CISCO SYS INC(CSCO)4002,500+2,10030,812193,9750.18%+163,163
ALLEGION PLC(ALLE)2001,300+1,10031,844188,8770.17%+157,033
NASDAQ INC(NDAQ)01,800+1,8000152,8020.14%+152,802
AMPHENOL CORP2001,400+1,20027,028176,8900.16%+149,862
CONSOLIDATED EDISON INC(ED)1,0002,200+1,20099,320248,9960.23%+149,676
UBER TECHNOLOGIES INC(UBER)4002,500+2,10032,684179,8250.17%+147,141
VERALTO CORP(VLTO)3002,000+1,70029,934176,8400.16%+146,906
TWILIO INC(TWLO)13,00015,800+2,8001,849,1201,987,9561.83%+138,836
FLEXTRONICS INTL LTD(FLEX)26,90026,90001,625,2981,760,8741.62%+135,576
HUBBELL INC(HUBB)40280+24017,764137,4070.13%+119,643
FORTIVE CORP(FTV)3,2005,200+2,000176,672287,4560.26%+110,784
HEICO CORP NEW120640+52030,292135,0980.12%+104,806
EVERPURE INC(P)5002,200+1,70033,505129,8880.12%+96,383
CUMMINS INC(CMI)40200+16020,418107,6040.10%+87,186
GARTNER INC(IT)240920+68060,547145,6730.13%+85,126
LIBERTY MEDIA CORP DEL(FWONA)16,20019,600+3,4001,447,9561,530,3681.41%+82,412
VERSANT MEDIA GROUP INC(VSNT)02,200+2,200081,4440.07%+81,444
ADOBE INC(ADBE)160440+28055,998106,9550.10%+50,957
PAYCHEX INC(PAYX)300900+60033,65482,9080.08%+49,254
DOCUSIGN INC(DOCU)24,00035,200+11,2001,641,6001,668,8321.53%+27,232
CENCORA INC120200+8040,53062,8280.06%+22,298
ROYALTY PHARMA PLC(RPRX)7,9006,800-1,100305,256326,1960.30%+20,940
QNITY ELECTRONICS INC(Q)900700-20073,48580,7660.07%+7,281
CENTERPOINT ENERGY INC(CNP)1,9001,700-20072,84673,3720.07%+526
ON SEMICONDUCTOR CORP(ON)800700-10043,32043,3440.04%+24
BRISTOL-MYERS SQUIBB CO(BMY)1,3001,100-20070,12266,7150.06%-3,407
HEICO CORP NEW(HEI)8080025,88721,9360.02%-3,951
AUTOMATIC DATA PROCESSING IN120120030,86824,3820.02%-6,486
ACCENTURE PLC IRELAND
SHS CLASS A
100100026,83019,8290.02%-7,001
VALERO ENERGY CORP(VLO)200100-10032,55824,7080.02%-7,850
KEYCORP(KEY)3,5003,200-30072,24064,1600.06%-8,080
SOUTHWEST AIRLS CO(LUV)1,2001,100-10049,59641,3270.04%-8,269
FIFTH THIRD BANCORP(FITB)1,5001,300-20070,21560,3980.06%-9,817
CITIZENS FINL GROUP INC(CFG)1,3001,100-20075,93365,9670.06%-9,966
EDWARDS LIFESCIENCES CORP400300-10034,10024,0240.02%-10,076
OTIS WORLDWIDE CORP(OTIS)400300-10034,94023,1240.02%-11,816
EVERSOURCE ENERGY(ES)1,000800-20067,33055,4240.05%-11,906
US BANCORP(USB)1,2001,000-20064,03252,0100.05%-12,022
FISERV INC(FISV)1,6001,700+100107,47294,8600.09%-12,612
QUEST DIAGNOSTICS INC(DGX)300200-10052,05939,1960.04%-12,863
CORPAY INC(CPAY)160120-4048,14934,9190.03%-13,230
GE HEALTHCARE TECHNOLOGIES I(GEHC)600500-10049,21235,5900.03%-13,622
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