COOKSON PEIRCE & CO INC Q3 2023 Filing

Filed November 7, 2023

Portfolio Value

$1.5T

Holdings

203

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (203 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC COM
1,154$958.0M0.06%
2
UNHUNITEDHEALTH GROUP INC
1,865$940.0M0.06%
3
JOBYJOBY AVIATION INC
144,689$933.0M0.06%
4
ROCKGIBRALTAR INDS INC
13,760$929.0M0.06%
5
ULUNILEVER PLC SPON ADR
18,689$923.0M0.06%
6
ORLYO REILLY AUTOMOTIVE INC NEW
981$892.0M0.06%
7
DKSDICKS SPORTING GOODS INC
7,804$847.0M0.06%
8
BCCCGLOBAL X FDS US INFR DEV
27,563$837.0M0.05%
9
URIUNITED RENTALS INC
1,868$830.0M0.05%
10
ORCLORACLE CORP COM
7,496$794.0M0.05%
11
NXPINXP SEMICONDUCTORS N V
3,914$782.0M0.05%
12
RPVINVESCO EXCHANGE TRADED FD T S
10,548$776.0M0.05%
13
AM6AMICUS THERAPEUTICS INC
63,058$767.0M0.05%
14
LOWLOWES COS INC
3,591$746.0M0.05%
15
NVSNNOVARTIS A G SPONSORED ADR
7,135$727.0M0.05%
16
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,275$719.0M0.05%
17
XLKSELECT SECTOR SPDR TR SBI INT-
4,219$692.0M0.05%
18
VGTVANGUARD SECTOR INDEX FDS INF
1,655$687.0M0.05%
19
DWDMORGAN STANLEY
8,263$675.0M0.04%
20
CBCHUBB LIMITED COM
3,190$664.0M0.04%
21
UPSUNITED PARCEL SERVICE INC
4,137$645.0M0.04%
22
UBSUBS GROUP AG
25,907$639.0M0.04%
23
CICIGNA CORP NEW COM
2,234$639.0M0.04%
24
OCOWENS CORNING
4,647$634.0M0.04%
25
XOMEXXON MOBIL CORP
5,318$625.0M0.04%
26
PPGPPG INDS INC
4,773$620.0M0.04%
27
CEGCONSTELLATION ENERGY CORP
5,666$618.0M0.04%
28
ANETEURARISTA NETWORKS INC
3,253$598.0M0.04%
29
NINISOURCE INC
23,768$587.0M0.04%
30
DBJPDBX ETF TR JAPAN CURR HDG
9,089$547.0M0.04%
31
ADMARCHER DANIELS MIDLAND CO
7,169$541.0M0.04%
32
AGCOAGCO CORP
4,545$538.0M0.04%
33
CDWCDW CORP COM
2,650$535.0M0.04%
34
7HPHP INC COM
20,717$532.0M0.03%
35
AMHAMERICAN HOMES 4 RENT
15,140$510.0M0.03%
36
LENLENNAR CORP
4,438$498.0M0.03%
37
HSTHOST HOTELS AND RESORTS INC CO
31,003$498.0M0.03%
38
SBUXSTARBUCKS CORP
5,360$489.0M0.03%
39
KIESPDR SERIES TRUST KBW INS ETF
11,430$486.0M0.03%
40
LLYLILLY ELI AND CO
892$479.0M0.03%
41
IXJISHARES TR SANDP GBL HLTHCR
5,770$476.0M0.03%
42
MNSTMONSTER BEVERAGE CORP NEW
8,979$475.0M0.03%
43
IXCISHARES TR SANDP GBL ENER
11,457$473.0M0.03%
44
IJJISHARES TR SANDP MIDCP VALU
4,640$468.0M0.03%
45
HIIHUNTINGTON INGALLS INDS INC
2,281$467.0M0.03%
46
SRESEMPRA COM
6,838$465.0M0.03%
47
BCSBARCLAYS PLC
58,866$459.0M0.03%
48
GOOGLALPHABET INC CAP STK CL A
3,494$457.0M0.03%
49
RHCRH PLC ORD
8,282$453.0M0.03%
50
TRITHOMSON REUTERS CORP. COM
3,706$453.0M0.03%
51
BXBLACKSTONE INC COM
4,198$450.0M0.03%
52
ABTABBOTT LABS
4,634$449.0M0.03%
53
IYKISHARES TR DJ CON NON CYCL
2,341$437.0M0.03%
54
AVYAVERY DENNISON CORP
2,262$413.0M0.03%
55
EWUISHARES TR MSCI UK ETF NEW
12,755$404.0M0.03%
56
DOXAMDOCS LTD
4,773$403.0M0.03%
57
SOXXISHARES TR ISHARES SEMICDTR
830$393.0M0.03%
58
NXSTNEXSTAR BROADCASTING GROUP I
2,725$391.0M0.03%
59
TPRTAPESTRY INC COM
13,418$386.0M0.03%
60
VMCVULCAN MATLS CO
1,909$386.0M0.03%
61
AJGGALLAGHER ARTHUR J AND CO
1,692$386.0M0.03%
62
MDBMONGODB INC
1,107$383.0M0.03%
63
FISVFISERV INC
3,362$380.0M0.02%
64
NVTNVENT ELECTRIC PLC
7,012$372.0M0.02%
65
JEFJEFFERIES FINL GROUP INC COM
9,709$356.0M0.02%
66
WCCWESCO INTL INC
2,293$330.0M0.02%
67
FCXFREEPORT-MCMORAN COPPER AND GO
8,712$325.0M0.02%
68
SYYSYSCO CORP
4,792$317.0M0.02%
69
OMFONEMAIN HLDGS INC COM
7,761$311.0M0.02%
70
EWWISHARES INC MSCI MEXICO
5,222$304.0M0.02%
71
DOWDOW INC
5,800$299.0M0.02%
72
LEALEAR CORP
2,219$298.0M0.02%
73
AKXANSYS INC
1,000$298.0M0.02%
74
CRMSALESFORCE INC COM
1,445$293.0M0.02%
75
TDWTIDEWATER INC NEW
4,097$291.0M0.02%
76
NVONOVO-NORDISK A S ADR
3,170$288.0M0.02%
77
MPLXMPLX LP
8,000$285.0M0.02%
78
FTITECHNIPFMC LTD COM
13,474$274.0M0.02%
79
PAGPENSKE AUTOMOTIVE GRP INC
1,624$271.0M0.02%
80
PTCPTC INC
1,745$247.0M0.02%
81
CITCINTAS CORP
509$245.0M0.02%
82
SPYSPDR TR UNIT SER 1
559$239.0M0.02%
83
HHYATT HOTELS CORP
2,206$234.0M0.02%
84
IBBISHARES TR ISHARES BIOTECH
1,882$230.0M0.02%
85
RSRELIANCE STEEL AND ALUMINUM CO
870$228.0M0.01%
86
ITBISHARES TR DJ HOME CONSTN
2,731$214.0M0.01%
87
SAIASAIA INC
527$210.0M0.01%
88
HXLHEXCEL CORP NEW
3,222$210.0M0.01%
89
QQQINVESCO EXCH TRD SLF IDX FD BU
8,172$205.0M0.01%
90
QQQINVESCO EXCH TRD SLF IDX FD BU
8,288$204.0M0.01%
91
QQQINVESCO EXCH TRD SLF IDX FD BU
8,446$203.0M0.01%
92
ELLAUDER ESTEE COS INC
1,400$202.0M0.01%
93
BSMQINVESCO EXCH TRD SLF IDX FD BU
8,766$202.0M0.01%
94
BSMRINVESCO EXCH TRD SLF IDX FD BU
8,764$201.0M0.01%
95
DDD3-D SYS CORP DEL
39,198$192.0M0.01%
96
NYCBEURNEW YORK CMNTY BANCORP INC
12,650$143.0M0.01%
97
ABCLABCELLERA BIOLOGICS INC
20,000$92.0M0.01%
98
CARMELL THERAPEUTICS CORP
15,000$54.0M0.00%
99
PWRQUANTA SVCS INC
428,561$80K0.00%
100
KLACKLA-TENCOR CORP
138,276$63K0.00%
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