Fund Holdings

WASHINGTON CAPITAL MANAGEMENT, INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WATERS CORP(WAT)03,600+3,60001,072,0800.91%+1,072,080
AKAMAI TECHNOLOGIES INC(AKAM)06,300+6,3000723,5550.61%+723,555
WILLIS TOWERS WATSON PLC LTD(WTW)02,405+2,4050699,1340.59%+699,134
BELDEN INC05,410+5,4100621,2300.52%+621,230
FIGMA INC(FIG)028,200+28,2000596,1480.50%+596,148
HEALTHEQUITY INC(HQY)06,350+6,3500530,6700.45%+530,670
CIENA CORP(CIEN)6,7455,355-1,3901,577,4532,078,9721.76%+501,519
MICROSOFT CORP(MSFT)01,345+1,3450497,8790.42%+497,879
HUNTSMAN CORP(HUN)031,800+31,8000423,2580.36%+423,258
IDEX CORP(IEX)1,3003,350+2,050231,322634,9930.54%+403,671
BIRKENSTOCK HOLDING PLC(BIRK)010,700+10,7000383,3810.32%+383,381
WORKDAY INC(WDAY)02,935+2,9350381,3150.32%+381,315
AGCO CORP03,240+3,2400375,4190.32%+375,419
ENCOMPASS HEALTH CORP(EHC)03,550+3,5500343,3920.29%+343,392
ELASTIC N V
ORD SHS
3,20011,575+8,375241,408578,6340.49%+337,226
BIOMARIN PHARMACEUTICAL INC(BMRN)4,30010,150+5,850255,549573,3740.48%+317,825
VISTRA CORP(VST)1,3003,450+2,150209,729518,6390.44%+308,910
COGNEX CORP(CGNX)6,60010,950+4,350237,468536,4410.45%+298,973
MARVELL TECHNOLOGY INC(MRVL)6,9008,800+1,900586,362871,6400.74%+285,278
KIRBY CORP(KEX)10,82511,095+2701,192,6991,474,3041.25%+281,605
HALLIBURTON CO(HAL)39,83035,970-3,8601,125,5961,402,4701.18%+276,874
SPROUTS FMRS MKT INC(SFM)6,90010,660+3,760549,723822,2060.69%+272,483
INVITATION HOMES INC(INVH)010,100+10,1000250,9850.21%+250,985
STERIS PLC(STE)1,6002,920+1,320405,632645,7000.55%+240,068
ZOETIS INC(ZTS)4,3906,680+2,290552,350789,6430.67%+237,293
EXXON MOBIL CORP4,8604,780-80584,852810,9750.68%+226,123
VERTIV HOLDINGS CO(VRT)4,7003,850-850761,447964,7330.81%+203,286
SLB LIMITED(SLB)26,60023,800-2,8001,020,9081,223,0821.03%+202,174
ACCENTURE PLC IRELAND
SHS CLASS A
1,8353,465+1,630492,331687,0750.58%+194,744
CAVA GROUP INC(CAVA)7,3007,660+360428,437619,6940.52%+191,257
MONDAY COM LTD
SHS
3,70010,650+6,950545,972736,0220.62%+190,050
MURPHY USA INC(MUSA)1,4001,460+60564,928721,1960.61%+156,268
DIODES INC(DIOD)11,60010,600-1,000572,344723,5560.61%+151,212
MOBILEYE GLOBAL INC(MBLY)24,00057,800+33,800250,560397,0860.34%+146,526
COTERRA ENERGY INC29,40026,100-3,300773,808917,1540.77%+143,346
ELEMENT SOLUTIONS INC(ESI)24,50021,940-2,560612,255749,0320.63%+136,777
WESCO INTL INC(WCC)2,7662,880+114676,674788,0260.67%+111,352
L3HARRIS TECHNOLOGIES INC(LHX)1,9851,9850582,736685,1230.58%+102,387
MERCK & CO INC(MRK)7,0336,933-100740,294833,9710.70%+93,677
WYNDHAM HOTELS & RESORTS INC(WH)9,60010,000+400725,376812,3000.69%+86,924
ITT INC(ITT)5,1805,130-50898,782977,4190.83%+78,637
FORTIS INC(FTS)18,74018,7400973,3561,045,5050.88%+72,149
SBA COMMUNICATIONS CORP(SBAC)4,4255,385+960855,928926,8120.78%+70,884
NORDSON CORP(NDSN)2,7002,7000649,161718,3620.61%+69,201
LOCKHEED MARTIN CORP(LMT)5355350258,763323,3490.27%+64,586
DUKE ENERGY CORP NEW(DUK)4,5954,5950538,580601,6690.51%+63,089
HUBSPOT INC(HUBS)1,3502,460+1,110541,755600,4860.51%+58,731
REPLIGEN CORP(RGEN)2,8004,380+1,580458,808516,0520.44%+57,244
TIMKEN CO(TKR)7,8007,050-750656,214709,0190.60%+52,805
MICROCHIP TECHNOLOGY INC.(MCHP)21,21021,610+4001,351,5011,396,2221.18%+44,721
QUEST DIAGNOSTICS INC(DGX)1,7801,7800308,883348,8440.29%+39,961
TOPBUILD COR1,5001,880+380625,785660,4440.56%+34,659
ATLASSIAN CORPORATION3,7009,290+5,590599,918634,0430.54%+34,125
FORTIVE CORP(FTV)16,54017,065+525913,173943,3530.80%+30,180
PNC FINL SVCS GROUP INC(PNC)5,5105,660+1501,150,1021,177,7890.99%+27,687
VANGUARD INTL EQUITY INDEX F14,57014,57001,071,7691,094,2070.92%+22,438
EMERSON ELEC CO(EMR)10,19010,490+3001,352,4171,374,4001.16%+21,983
EXPEDIA GROUP INC(EXPE)3,1003,850+750878,261888,9270.75%+10,666
CHUBB LTD SWITZ
COM
7287280227,223237,2770.20%+10,054
ISHARES TR2,9102,9100716,326721,6800.61%+5,354
UNITY SOFTWARE INC(U)000193,000194,0000.16%+1,000
ETSY INC(ETSY)00089,20089,2900.08%+90
BILL HOLDINGS INC12,30017,450+5,150670,842668,3350.56%-2,507
NORFOLK SOUTHN CORP(NSC)2,3252,3250671,274667,2750.56%-3,999
INSPIRE MED SYS INC(INSP)2,4004,175+1,775221,352215,3470.18%-6,005
CISCO SYS INC(CSCO)17,60017,385-2151,355,7281,348,9021.14%-6,826
COMCAST CORP NEW(CCZ)7,0507,0500210,725202,4060.17%-8,319
ROYAL BK CDA(RY)1,4001,4000238,686226,4920.19%-12,194
TRUIST FINL CORP(TFC)14,80015,430+630728,308709,3170.60%-18,991
AMERIPRISE FINL INC(AMP)5865860287,339260,4180.22%-26,921
EVERPURE INC(P)8,2008,660+460549,482511,2860.43%-38,196
SOLVENTUM CORP(SOLV)9,70511,135+1,430769,024727,1160.61%-41,908
ACADEMY SPORTS & OUTDOORS IN(ASO)14,10011,700-2,400704,436660,4650.56%-43,971
LEVI STRAUSS & CO NEW(LEVI)29,00030,000+1,000601,460554,7000.47%-46,760
NOVOCURE LTD(NVCR)31,00032,400+1,400400,830353,1600.30%-47,670
BECTON DICKINSON & CO(BDX)5,2456,145+9001,017,897966,1780.82%-51,719
NXP SEMICONDUCTORS N V
COM
3,0353,0350658,777597,4700.50%-61,307
APTIV PLC(APTV)13,22013,520+3001,005,910938,8290.79%-67,081
ALPHABET INC(GOOG)2,1302,070-60666,690595,2490.50%-71,441
VANGUARD INDEX FDS1,5661,516-50982,086905,8860.77%-76,200
UNITEDHEALTH GROUP INC(UNH)1,3251,3250437,396358,5320.30%-78,864
GITLAB INC(GTLB)17,70026,930+9,230664,281582,7650.49%-81,516
HUNT J B TRANS SVCS INC(JBHT)4,2003,450-750816,228731,0550.62%-85,173
CONFLUENT INC00097,1000-97,100
GE HEALTHCARE TECHNOLOGIES I(GEHC)11,52011,910+390944,870847,7540.72%-97,116
WELLS FARGO & CO(WFC)3,3002,640-660307,560210,1700.18%-97,390
JPMORGAN CHASE & CO(JPM)3,5453,54501,142,2701,042,7970.88%-99,473
CARDINAL HEALTH INC(CAH)4,3503,680-670893,925777,6210.66%-116,304
ALPHABET INC(GOOG)4,7004,70001,474,8601,348,2421.14%-126,618
GLOBUS MED INC(GMED)10,0008,600-1,400873,100740,9760.63%-132,124
MKS INC.(MKSI)5,5003,140-2,360878,900721,6030.61%-157,297
DOLLAR GEN CORP(DG)6,4005,670-730849,728673,1990.57%-176,529
BANK AMERICA CORP22,86022,015-8451,257,3001,073,2310.91%-184,069
HUMANA INC(HUM)2,5402,660+120650,570461,2170.39%-189,353
PAYLOCITY HLDG CORP(PCTY)1,3850-1,385211,2130-211,213
AGNICO EAGLE MINES LTD(AEM)13,65510,356-3,2992,314,9322,102,0611.78%-212,871
ELEVANCE HEALTH INC FORMERLY(ELV)6250-625219,0940-219,094
MEDTRONIC PLC(MDT)6,2404,205-2,035599,414364,3630.31%-235,051
HOLOGIC INC9,1205,870-3,250679,349443,7130.37%-235,636
TELEDYNE TECHNOLOGIES INC(TDY)5000-500255,3650-255,365
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