Fund Holdings

Board of the Pension Protection Fund

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
DELTA AIR LINES INC DEL(DAL)020,100+20,10001,140,6751.12%+1,140,675
PURE STORAGE INC(P)012,800+12,80001,072,7681.05%+1,072,768
BAKER HUGHES COMPANY(BKR)022,000+22,00001,071,8401.05%+1,071,840
TEXTRON INC(TXT)6,70018,900+12,200537,9431,596,8611.56%+1,058,918
WARNER BROS DISCOVERY INC(WBD)053,200+53,20001,038,9961.02%+1,038,996
CENTENE CORP DEL(CNC)028,100+28,10001,002,6080.98%+1,002,608
HALLIBURTON CO(HAL)040,100+40,1000986,4600.97%+986,460
LENNAR CORP08,200+8,2000983,9180.96%+983,918
EXPEDIA GROUP INC(EXPE)04,600+4,6000983,2500.96%+983,250
UNIVERSAL HLTH SVCS INC(UHS)04,700+4,7000960,8680.94%+960,868
PG&E CORP(PCG)063,200+63,2000953,0560.93%+953,056
BUILDERS FIRSTSOURCE INC(BLDR)07,800+7,8000945,7500.93%+945,750
APTIV PLC(APTV)010,700+10,7000922,5540.90%+922,554
EDISON INTL(EIX)016,400+16,4000906,5920.89%+906,592
VIATRIS INC(VTRS)089,700+89,7000888,0300.87%+888,030
ZOOM COMMUNICATIONS INC(ZM)6,70017,000+10,300522,4661,402,5001.37%+880,034
DEVON ENERGY CORP NEW(DVN)025,000+25,0000876,5000.86%+876,500
DAVITA INC(DVA)06,400+6,4000850,3680.83%+850,368
FORD MTR CO(F)071,000+71,0000849,1600.83%+849,160
SCHLUMBERGER LTD(SLB)024,200+24,2000831,7540.81%+831,754
NETAPP INC(NTAP)07,000+7,0000829,2200.81%+829,220
COTERRA ENERGY INC034,800+34,8000823,0200.81%+823,020
DELL TECHNOLOGIES INC(DELL)05,800+5,8000822,2660.81%+822,266
HP INC(HPQ)10,80039,800+29,000264,1681,083,7541.06%+819,586
FIRST SOLAR INC(FSLR)03,700+3,7000815,9610.80%+815,961
CNH INDL N V074,700+74,7000810,4950.79%+810,495
ALPHABET INC(GOOG)03,200+3,2000779,3600.76%+779,360
ALPHABET INC(GOOG)03,200+3,2000777,9200.76%+777,920
AMCOR PLC(AMCR)095,000+95,0000777,1000.76%+777,100
AKAMAI TECHNOLOGIES INC(AKAM)09,900+9,9000750,0240.73%+750,024
WESTLAKE CORPORATION(WLK)09,500+9,5000732,0700.72%+732,070
MGM RESORTS INTERNATIONAL(MGM)021,000+21,0000727,8600.71%+727,860
UNITED AIRLS HLDGS INC(UAL)12,00017,200+5,200955,5601,659,8001.63%+704,240
HEWLETT PACKARD ENTERPRISE C(HPE)60,10078,600+18,5001,229,0451,930,4161.89%+701,371
SUPER MICRO COMPUTER INC(SMCI)014,600+14,6000699,9240.69%+699,924
INTERPUBLIC GROUP COS INC024,000+24,0000669,8400.66%+669,840
DOW INC(DOW)028,100+28,1000644,3330.63%+644,333
EASTMAN CHEM CO(EMN)010,200+10,2000643,1100.63%+643,110
EPAM SYS INC(EPAM)04,200+4,2000633,3180.62%+633,318
AT&T INC(T)27,70050,300+22,600801,6381,420,4721.39%+618,834
COMCAST CORP NEW(CCZ)017,800+17,8000559,2760.55%+559,276
BERKLEY W R CORP6,10012,600+6,500448,167965,4120.95%+517,245
TWILIO INC(TWLO)6,10012,700+6,600758,5961,271,1431.24%+512,547
ALLSTATE CORP(ALL)3,8005,900+2,100764,9781,266,4351.24%+501,457
OMNICOM GROUP INC(OMC)12,90017,500+4,600928,0261,426,7751.40%+498,749
LEIDOS HOLDINGS INC(LDOS)8,7009,700+1,0001,372,5121,832,9121.79%+460,400
RENAISSANCERE HLDGS LTD(RNR)01,800+1,8000457,0740.45%+457,074
PINTEREST INC(PINS)014,000+14,0000450,3800.44%+450,380
METLIFE INC(MET)10,30015,200+4,900828,3261,252,0241.23%+423,698
CHUBB LIMITED01,500+1,5000423,3750.41%+423,375
EVEREST GROUP LTD(EG)1001,300+1,20033,985455,2990.45%+421,314
REGIONS FINANCIAL CORP NEW(RF)13,30027,600+14,300312,816727,8120.71%+414,996
ARCH CAP GROUP LTD04,500+4,5000408,2850.40%+408,285
ANNALY CAPITAL MANAGEMENT IN2,80022,700+19,90052,696458,7670.45%+406,071
AMERICAN INTL GROUP INC05,100+5,1000400,5540.39%+400,554
US BANCORP DEL(USB)08,200+8,2000396,3060.39%+396,306
FIDELITY NATIONAL FINANCIAL(FNF)06,500+6,5000393,1850.38%+393,185
PENTAIR PLC(PNR)03,500+3,5000387,6600.38%+387,660
MARKEL GROUP INC(MKL)260470+210519,314898,3390.88%+379,025
PRINCIPAL FINANCIAL GROUP IN(PFG)04,500+4,5000373,0950.37%+373,095
KEYCORP(KEY)15,90034,300+18,400276,978641,0670.63%+364,089
SYNCHRONY FINANCIAL(SYF)11,20015,600+4,400747,4881,108,3801.09%+360,892
PRUDENTIAL FINL INC(PFH)03,400+3,4000352,7160.35%+352,716
GLOBAL PMTS INC(GPN)04,100+4,1000340,6280.33%+340,628
ALLY FINL INC(ALLY)08,200+8,2000321,4400.31%+321,440
BLOCK INC(XYZ)04,300+4,3000310,7610.30%+310,761
FRANKLIN RESOURCES INC(BEN)013,000+13,0000300,6900.29%+300,690
RAYMOND JAMES FINL INC(RJF)7,4008,300+9001,134,9381,432,5801.40%+297,642
UBER TECHNOLOGIES INC(UBER)02,800+2,8000274,3160.27%+274,316
GENERAL DYNAMICS CORP(GD)0800+8000272,8000.27%+272,800
NISOURCE INC(NI)30,90035,000+4,1001,246,5061,515,5001.48%+268,994
TERADYNE INC(TER)01,900+1,9000261,5160.26%+261,516
CVS HEALTH CORP(CVS)03,400+3,4000256,3260.25%+256,326
HCA HEALTHCARE INC(HCA)0600+6000255,7200.25%+255,720
INCYTE CORP(INCY)03,000+3,0000254,4300.25%+254,430
SKYWORKS SOLUTIONS INC(SWKS)03,300+3,3000254,0340.25%+254,034
CNA FINL CORP(CNA)21,50027,000+5,5001,000,3951,254,4201.23%+254,025
COUPANG INC(CPNG)07,500+7,5000241,5000.24%+241,500
VALERO ENERGY CORP(VLO)01,400+1,4000238,3640.23%+238,364
HOLOGIC INC03,500+3,5000236,2150.23%+236,215
PACCAR INC(PCAR)02,400+2,4000235,9680.23%+235,968
MARATHON PETE CORP(MPC)01,200+1,2000231,2880.23%+231,288
ON SEMICONDUCTOR CORP(ON)04,600+4,6000226,8260.22%+226,826
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)13,60019,000+5,4001,061,2081,274,3301.25%+213,122
PFIZER INC(PFE)08,200+8,2000208,9360.20%+208,936
IQVIA HLDGS INC(IQV)01,100+1,1000208,9340.20%+208,934
SNAP ON INC(SNA)0600+6000207,9180.20%+207,918
CDW CORP(CDW)01,300+1,3000207,0640.20%+207,064
THE CIGNA GROUP(CI)0700+7000201,7750.20%+201,775
ZIMMER BIOMET HOLDINGS INC(ZBH)02,000+2,0000197,0000.19%+197,000
BIOGEN INC(BIIB)01,400+1,4000196,1120.19%+196,112
ELEVANCE HEALTH INC FORMERLY(ELV)0600+6000193,8720.19%+193,872
MERCK & CO INC(MRK)02,300+2,3000193,0390.19%+193,039
STANLEY BLACK & DECKER INC(SWK)02,500+2,5000185,8250.18%+185,825
FIRST CTZNS BANCSHARES INC D(FCNCA)0100+1000178,9160.18%+178,916
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)0600+6000178,2960.17%+178,296
AVANTOR INC(AVTR)013,700+13,7000170,9760.17%+170,976
FEDEX CORP(FDX)0700+7000165,0670.16%+165,067
HARTFORD INSURANCE GROUP INC(HIG)10,40011,100+7001,319,4481,480,6291.45%+161,181
EOG RES INC(EOG)01,400+1,4000156,9680.15%+156,968
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