MIZUHO SECURITIES USA LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR S&P 500 ETF TR | 0 | 1,387,834 | +1,387,834 | 0 | 947,523,996 | +947,523,996 |
| NVIDIA CORPORATION | 0 | 1,769,366 | +1,769,366 | 0 | 313,177,782 | +313,177,782 |
| APPLE INC | 0 | 1,075,917 | +1,075,917 | 0 | 300,019,455 | +300,019,455 |
| MICROSOFT CORP | 0 | 541,177 | +541,177 | 0 | 266,264,496 | +266,264,496 |
| AMAZON COM INC | 0 | 708,336 | +708,336 | 0 | 165,189,417 | +165,189,417 |
| BROADCOM INC | 0 | 343,852 | +343,852 | 0 | 138,478,349 | +138,478,349 |
| ALPHABET INC | 0 | 423,629 | +423,629 | 0 | 135,637,533 | +135,637,533 |
| ALPHABET INC | 0 | 338,584 | +338,584 | 0 | 108,387,510 | +108,387,510 |
| META PLATFORMS INC | 0 | 158,580 | +158,580 | 0 | 102,758,479 | +102,758,479 |
| TESLA INC | 0 | 204,602 | +204,602 | 0 | 88,024,920 | +88,024,920 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 133,521 | +133,521 | 0 | 68,604,425 | +68,604,425 |
| ELI LILLY & CO | 0 | 57,823 | +57,823 | 0 | 62,186,902 | +62,186,902 |
| JPMORGAN CHASE & CO. | 0 | 198,217 | +198,217 | 0 | 62,057,778 | +62,057,778 |
| VISA INC | 0 | 122,882 | +122,882 | 0 | 41,096,656 | +41,096,656 |
| JOHNSON & JOHNSON | 0 | 175,429 | +175,429 | 0 | 36,299,757 | +36,299,757 |
| EXXON MOBIL CORP | 0 | 307,066 | +307,066 | 0 | 35,595,091 | +35,595,091 |
| WEC ENERGY GROUP INC | 0 | 31,000,000 | +31,000,000 | 0 | 35,309,491 | +35,309,491 |
| WALMART INC | 0 | 319,292 | +319,292 | 0 | 35,284,959 | +35,284,959 |
| NETFLIX INC | 0 | 308,534 | +308,534 | 0 | 33,192,088 | +33,192,088 |
| MASTERCARD INCORPORATED | 0 | 59,704 | +59,704 | 0 | 32,868,843 | +32,868,843 |
| AGRICULTURE & NAT SOL ACQ CO | 0 | 2,907,338 | +2,907,338 | 0 | 32,058,535 | +32,058,535 |
| COSTCO WHSL CORP NEW | 0 | 32,269 | +32,269 | 0 | 29,480,636 | +29,480,636 |
| ALLIANT ENERGY CORP | 0 | 27,885,000 | +27,885,000 | 0 | 29,446,237 | +29,446,237 |
| ABBVIE INC | 0 | 128,689 | +128,689 | 0 | 29,302,463 | +29,302,463 |
| PALANTIR TECHNOLOGIES INC | 0 | 166,330 | +166,330 | 0 | 28,035,440 | +28,035,440 |
| BANK AMERICA CORP | 0 | 489,182 | +489,182 | 0 | 26,244,614 | +26,244,614 |
| HOME DEPOT INC | 0 | 72,478 | +72,478 | 0 | 25,868,681 | +25,868,681 |
| ADVANCED MICRO DEVICES INC | 0 | 118,543 | +118,543 | 0 | 25,785,240 | +25,785,240 |
| PROCTER AND GAMBLE CO | 0 | 170,146 | +170,146 | 0 | 25,208,831 | +25,208,831 |
| ORACLE CORP | 0 | 122,470 | +122,470 | 0 | 24,715,152 | +24,715,152 |
| GE AEROSPACE | 0 | 76,805 | +76,805 | 0 | 22,922,452 | +22,922,452 |
| CISCO SYS INC | 0 | 286,938 | +286,938 | 0 | 22,077,010 | +22,077,010 |
| SNOWFLAKE INC | 0 | 13,242,000 | +13,242,000 | 0 | 21,894,177 | +21,894,177 |
| UNITEDHEALTH GROUP INC | 0 | 65,957 | +65,957 | 0 | 21,750,640 | +21,750,640 |
| INTERNATIONAL BUSINESS MACHS | 0 | 68,061 | +68,061 | 0 | 21,000,629 | +21,000,629 |
| CHEVRON CORP NEW | 0 | 137,815 | +137,815 | 0 | 20,827,981 | +20,827,981 |
| COCA COLA CO | 0 | 281,893 | +281,893 | 0 | 20,612,016 | +20,612,016 |
| CLOUDFLARE INC | 0 | 16,767,000 | +16,767,000 | 0 | 19,703,220 | +19,703,220 |
| WELLS FARGO CO NEW | 0 | 228,568 | +228,568 | 0 | 19,622,563 | +19,622,563 |
| CATERPILLAR INC | 0 | 34,075 | +34,075 | 0 | 19,619,022 | +19,619,022 |
| MICRON TECHNOLOGY INC | 0 | 81,731 | +81,731 | 0 | 19,334,253 | +19,334,253 |
| MERCK & CO INC | 0 | 180,725 | +180,725 | 0 | 18,945,402 | +18,945,402 |
| GOLDMAN SACHS GROUP INC | 0 | 21,839 | +21,839 | 0 | 18,039,888 | +18,039,888 |
| PHILIP MORRIS INTL INC | 0 | 113,344 | +113,344 | 0 | 17,849,413 | +17,849,413 |
| SILVERBOX CORP IV | 0 | 1,645,673 | +1,645,673 | 0 | 17,296,311 | +17,296,311 |
| RTX CORPORATION | 0 | 97,626 | +97,626 | 0 | 17,076,722 | +17,076,722 |
| ABBOTT LABS | 0 | 126,613 | +126,613 | 0 | 16,320,416 | +16,320,416 |
| MCDONALDS CORP | 0 | 51,854 | +51,854 | 0 | 16,169,114 | +16,169,114 |
| THERMO FISHER SCIENTIFIC INC | 0 | 27,357 | +27,357 | 0 | 16,163,336 | +16,163,336 |
| SALESFORCE INC | 0 | 69,318 | +69,318 | 0 | 15,980,572 | +15,980,572 |
| EVERGY INC | 0 | 12,417,000 | +12,417,000 | 0 | 15,631,007 | +15,631,007 |
| PEABODY ENGR CORP | 0 | 10,000,000 | +10,000,000 | 0 | 15,447,880 | +15,447,880 |
| LAUNCH ONE ACQUISITION CORP | 0 | 1,429,255 | +1,429,255 | 0 | 14,995,632 | +14,995,632 |
| MORGAN STANLEY | 0 | 87,950 | +87,950 | 0 | 14,921,597 | +14,921,597 |
| PEPSICO INC | 0 | 99,561 | +99,561 | 0 | 14,808,703 | +14,808,703 |
| INTUITIVE SURGICAL INC | 0 | 25,812 | +25,812 | 0 | 14,802,666 | +14,802,666 |
| DRUGS MADE IN AMER ACQUTN CO | 0 | 1,433,483 | +1,433,483 | 0 | 14,771,165 | +14,771,165 |
| APPLIED MATLS INC | 0 | 58,006 | +58,006 | 0 | 14,632,014 | +14,632,014 |
| AMERICAN EXPRESS CO | 0 | 39,123 | +39,123 | 0 | 14,290,458 | +14,290,458 |
| LAM RESEARCH CORP | 0 | 91,456 | +91,456 | 0 | 14,267,136 | +14,267,136 |
| HAYMAKER ACQUISITION CORP IV | 0 | 1,249,126 | +1,249,126 | 0 | 14,069,455 | +14,069,455 |
| LINDE PLC | 0 | 34,000 | +34,000 | 0 | 13,950,880 | +13,950,880 |
| DISNEY WALT CO | 0 | 129,993 | +129,993 | 0 | 13,580,369 | +13,580,369 |
| AMGEN INC | 0 | 39,209 | +39,209 | 0 | 13,545,141 | +13,545,141 |
| CITIGROUP INC | 0 | 130,285 | +130,285 | 0 | 13,497,526 | +13,497,526 |
| VENTAS RLTY LTD PARTNERSHIP | 0 | 9,195,000 | +9,195,000 | 0 | 13,494,305 | +13,494,305 |
| AT&T INC | 0 | 516,207 | +516,207 | 0 | 13,431,706 | +13,431,706 |
| UBER TECHNOLOGIES INC | 0 | 151,294 | +151,294 | 0 | 13,244,277 | +13,244,277 |
| AA MISSION ACQUISITION CORP | 0 | 1,248,995 | +1,248,995 | 0 | 13,213,666 | +13,213,666 |
| INTEL CORP | 0 | 326,481 | +326,481 | 0 | 13,213,313 | +13,213,313 |
| QUALCOMM INC | 0 | 77,983 | +77,983 | 0 | 13,108,162 | +13,108,162 |
| NEXTERA ENERGY INC | 0 | 151,642 | +151,642 | 0 | 13,074,003 | +13,074,003 |
| INTUIT | 0 | 20,301 | +20,301 | 0 | 12,872,458 | +12,872,458 |
| VERIZON COMMUNICATIONS INC | 0 | 307,012 | +307,012 | 0 | 12,621,263 | +12,621,263 |
| AMPHENOL CORP NEW | 0 | 89,128 | +89,128 | 0 | 12,556,991 | +12,556,991 |
| TJX COS INC NEW | 0 | 81,037 | +81,037 | 0 | 12,311,141 | +12,311,141 |
| SERVICENOW INC | 0 | 75,538 | +75,538 | 0 | 12,273,565 | +12,273,565 |
| ON SEMICONDUCTOR CORP | 0 | 10,515,000 | +10,515,000 | 0 | 12,185,108 | +12,185,108 |
| VOYAGER ACQUISITION CORP | 0 | 1,149,773 | +1,149,773 | 0 | 12,011,236 | +12,011,236 |
| GE VERNOVA INC | 0 | 19,756 | +19,756 | 0 | 11,849,056 | +11,849,056 |
| APPLOVIN CORP | 0 | 19,710 | +19,710 | 0 | 11,815,751 | +11,815,751 |
| BOOKING HOLDINGS INC | 0 | 2,347 | +2,347 | 0 | 11,534,777 | +11,534,777 |
| CENTURION ACQUISITION CORP | 0 | 1,078,227 | +1,078,227 | 0 | 11,417,187 | +11,417,187 |
| GILEAD SCIENCES INC | 0 | 90,338 | +90,338 | 0 | 11,368,134 | +11,368,134 |
| JBT MAREL CORPORATION | 0 | 11,119,000 | +11,119,000 | 0 | 11,321,833 | +11,321,833 |
| ACCENTURE PLC IRELAND | 0 | 45,154 | +45,154 | 0 | 11,288,500 | +11,288,500 |
| SCHWAB CHARLES CORP | 0 | 121,622 | +121,622 | 0 | 11,278,008 | +11,278,008 |
| S&P GLOBAL INC | 0 | 22,572 | +22,572 | 0 | 11,259,591 | +11,259,591 |
| GLOBA TERRA ACQUISITION COR | 0 | 1,127,433 | +1,127,433 | 0 | 11,246,278 | +11,246,278 |
| KLA CORP | 0 | 9,567 | +9,567 | 0 | 11,245,721 | +11,245,721 |
| TEXAS INSTRS INC | 0 | 66,160 | +66,160 | 0 | 11,132,743 | +11,132,743 |
| BLACKROCK INC | 0 | 10,506 | +10,506 | 0 | 11,003,153 | +11,003,153 |
| BOSTON SCIENTIFIC CORP | 0 | 107,942 | +107,942 | 0 | 10,964,623 | +10,964,623 |
| NMP ACQUISITION CORP | 0 | 1,092,300 | +1,092,300 | 0 | 10,871,580 | +10,871,580 |
| MELAR ACQUISITION CORP. I | 0 | 1,027,274 | +1,027,274 | 0 | 10,816,914 | +10,816,914 |
| BOEING CO | 0 | 57,017 | +57,017 | 0 | 10,809,406 | +10,809,406 |
| PFIZER INC | 0 | 413,996 | +413,996 | 0 | 10,656,257 | +10,656,257 |
| DANAHER CORPORATION | 0 | 45,774 | +45,774 | 0 | 10,380,628 | +10,380,628 |
| WELLTOWER INC | 0 | 49,974 | +49,974 | 0 | 10,377,579 | +10,377,579 |
| EQV VENTURES ACQUISITION COR | 0 | 986,062 | +986,062 | 0 | 10,285,829 | +10,285,829 |