COOKSON PEIRCE & CO INC Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$1.6T

Holdings

205

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
ULUNILEVER PLC SPON ADR
19,010$987.0M0.06%
2
AURAURORA INNOVATION INC
700,000$973.0M0.06%
3
CDNSCADENCE DESIGN SYSTEM INC
4,501$946.0M0.06%
4
ORLYO REILLY AUTOMOTIVE INC NEW
1,032$876.0M0.06%
5
CSCOCISCO SYS INC
16,568$866.0M0.06%
6
GDGENERAL DYNAMICS CORP
3,773$861.0M0.06%
7
AAPLAPPLE INC COM
5,128$846.0M0.05%
8
UPSUNITED PARCEL SERVICE INC
4,318$838.0M0.05%
9
RPVINVESCO EXCHANGE TRADED FD T S
10,983$834.0M0.05%
10
LOWLOWES COS INC
4,046$809.0M0.05%
11
BCCCGLOBAL X FDS US INFR DEV
27,727$786.0M0.05%
12
CMICUMMINS INC
3,197$764.0M0.05%
13
NINISOURCE INC
27,321$764.0M0.05%
14
URIUNITED RENTALS INC
1,901$752.0M0.05%
15
NFGNATIONAL FUEL GAS CO N J
12,741$736.0M0.05%
16
PHPARKER HANNIFIN CORP
2,184$734.0M0.05%
17
DWDMORGAN STANLEY
8,275$727.0M0.05%
18
SNYSANOFI SPONSORED ADR
13,330$725.0M0.05%
19
ORCLORACLE CORP COM
7,764$721.0M0.05%
20
NXPINXP SEMICONDUCTORS N V
3,748$699.0M0.04%
21
PSXPHILLIPS 66
6,816$691.0M0.04%
22
EXREXTRA SPACE STORAGE INC
4,115$670.0M0.04%
23
NXSTNEXSTAR BROADCASTING GROUP I
3,819$659.0M0.04%
24
PPGPPG INDS INC
4,773$638.0M0.04%
25
JOBYJOBY AVIATION INC
140,345$609.0M0.04%
26
BIIBBIOGEN IDEC INC
2,179$606.0M0.04%
27
ABBVABBVIE INC
3,704$590.0M0.04%
28
UBSUBS GROUP AG
27,382$584.0M0.04%
29
7HPHP INC COM
19,905$584.0M0.04%
30
TPRTAPESTRY INC COM
12,918$557.0M0.04%
31
ADMARCHER DANIELS MIDLAND CO
6,888$549.0M0.04%
32
CTRACOTERRA ENERGY INC COM
22,126$543.0M0.03%
33
TRI4EURTHOMSON REUTERS CORP
4,031$525.0M0.03%
34
JCIJOHNSON CTLS INTL PLC SHS
8,613$519.0M0.03%
35
CBCHUBB LIMITED COM
2,632$511.0M0.03%
36
CDWCDW CORP COM
2,554$498.0M0.03%
37
MNSTMONSTER BEVERAGE CORP NEW
9,141$494.0M0.03%
38
VLOVALERO ENERGY CORP NEW
3,513$490.0M0.03%
39
IJJISHARES TR SANDP MIDCP VALU
4,670$480.0M0.03%
40
IDGTISHARES TR GLDM SCHS NETW
6,608$472.0M0.03%
41
IYKISHARES TR DJ CON NON CYCL
2,350$468.0M0.03%
42
CEGCONSTELLATION ENERGY CORP
5,881$462.0M0.03%
43
KIESPDR SERIES TRUST KBW INS ETF
11,494$452.0M0.03%
44
IXCISHARES TR SANDP GBL ENER
11,510$435.0M0.03%
45
OCOWENS CORNING
4,472$428.0M0.03%
46
GGENPACT LIMITED
9,237$427.0M0.03%
47
BKRBAKER HUGHES A GE CO
14,770$426.0M0.03%
48
DBJPDBX ETF TR JAPAN CURR HDG
7,930$422.0M0.03%
49
DDD3-D SYS CORP DEL
39,198$420.0M0.03%
50
EWUISHARES TR MSCI UK ETF NEW
12,830$414.0M0.03%
51
CRWDCROWDSTRIKE HLDGS INC CL A
3,000$412.0M0.03%
52
RHCRH PLC
7,990$406.0M0.03%
53
BKBANK OF NEW YORK MELLON CORP
8,887$404.0M0.03%
54
FISVFISERV INC
3,543$400.0M0.03%
55
AVYAVERY DENNISON CORP
2,199$393.0M0.03%
56
CNHICNH INDL N V
24,581$375.0M0.02%
57
SOXXISHARES TR ISHARES SEMICDTR
834$371.0M0.02%
58
BXBLACKSTONE INC COM
4,166$366.0M0.02%
59
VGTVANGUARD SECTOR INDEX FDS INF
921$355.0M0.02%
60
IXJISHARES TR SANDP GBL HLTHCR
4,244$354.0M0.02%
61
AJGGALLAGHER ARTHUR J AND CO
1,783$341.0M0.02%
62
HIIHUNTINGTON INGALLS INDS INC
1,647$341.0M0.02%
63
WCCWESCO INTL INC
2,198$340.0M0.02%
64
SYYSYSCO CORP
4,318$333.0M0.02%
65
AKXANSYS INC
1,000$333.0M0.02%
66
HALHALLIBURTON CO
10,417$330.0M0.02%
67
BCSBARCLAYS PLC
44,142$317.0M0.02%
68
EWWISHARES INC MSCI MEXICO
5,266$313.0M0.02%
69
STZCONSTELLATION BRANDS INC
1,368$309.0M0.02%
70
SYU1SYNOVUS FINL CORP
9,615$296.0M0.02%
71
LLYLILLY ELI AND CO
845$290.0M0.02%
72
NVTNVENT ELECTRIC PLC
6,717$288.0M0.02%
73
SCHBSCHWAB STRATEGIC TR US BRD MKT
5,787$277.0M0.02%
74
EWBCEAST WEST BANCORP INC
4,966$276.0M0.02%
75
MPLXMPLX LP
8,000$276.0M0.02%
76
AZNASTRAZENECA PLC
3,952$274.0M0.02%
77
CCCHEMOURS CO
9,058$271.0M0.02%
78
CXTCRANE HLDGS CO COM
2,357$268.0M0.02%
79
HSTHOST HOTELS AND RESORTS INC CO
15,938$263.0M0.02%
80
IHEISHARES TR DJ PHARMA INDX
1,477$259.0M0.02%
81
IBBISHARES TR ISHARES BIOTECH
1,882$243.0M0.02%
82
ARDXARDELYX INC
50,000$240.0M0.02%
83
HHYATT HOTELS CORP
2,151$240.0M0.02%
84
JPMJ P MORGAN CHASE AND CO
1,801$235.0M0.02%
85
CITCINTAS CORP
505$234.0M0.01%
86
FTITECHNIPFMC LTD COM
17,076$233.0M0.01%
87
AXONAXON ENTERPRISE INC
1,023$230.0M0.01%
88
PAGPENSKE AUTOMOTIVE GRP INC
1,567$222.0M0.01%
89
IAIISHARES TR DJ BROKER-DEAL
2,352$216.0M0.01%
90
RSRELIANCE STEEL AND ALUMINUM CO
840$216.0M0.01%
91
ANETEURARISTA NETWORKS INC
1,282$215.0M0.01%
92
MAMASTERCARD INCORPORATED CL A
575$209.0M0.01%
93
BJBJS WHSL CLUB HLDGS INC COM
2,722$207.0M0.01%
94
PTCPTC INC
1,610$206.0M0.01%
95
PENPENUMBRA INC
730$203.0M0.01%
96
GLPIGAMING AND LEISURE PPTYS INC
3,847$200.0M0.01%
97
UMCUNITED MICROELECTRONICS CORP
15,505$136.0M0.01%
98
APPHARVEST INC COM
160,000$98.0M0.01%
99
HANHAWAIIAN HOLDINGS INC
10,000$92.0M0.01%
100
SOFISOFI TECHNOLOGIES INC
12,594$76.0M0.00%
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