TODD ASSET MANAGEMENT LLC Q3 2024 Filing

Filed November 13, 2024

Portfolio Value

$4298.5T

Holdings

174

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
URIUNITED RENTALS INC
121,546$98.4T2.29%
2
SHELSHELL PLC
1,200,096$79.1T1.84%
3
RIORIO TINTO PLC
1,058,120$75.3T1.75%
4
TTENTOTALENERGIES SE
1,165,337$75.3T1.75%
5
JPMJPMORGAN CHASE & CO.
349,223$73.6T1.71%
6
CBCHUBB LIMITED
246,303$71.0T1.65%
7
FITBFIFTH THIRD BANCORP
1,653,481$70.8T1.65%
8
MASMASCO CORP
801,790$67.3T1.57%
9
NXPINXP SEMICONDUCTORS N V
279,862$67.2T1.56%
10
AZOAUTOZONE INC
21,010$66.2T1.54%
11
PGRPROGRESSIVE CORP
254,990$64.7T1.51%
12
QCOMQUALCOMM INC
376,532$64.0T1.49%
13
CFGCITIZENS FINL GROUP INC
1,419,592$58.3T1.36%
14
RHCRH PLC
618,239$57.3T1.33%
15
HCAHCA HEALTHCARE INC
134,569$54.7T1.27%
16
JBLJABIL INC
438,153$52.5T1.22%
17
IBMINTERNATIONAL BUSINESS MACHS
233,041$51.5T1.20%
18
AVGOBROADCOM INC
292,800$50.5T1.18%
19
PHPARKER-HANNIFIN CORP
78,475$49.6T1.15%
20
INGING GROEP N.V.
2,729,090$49.6T1.15%
21
AERAERCAP HOLDINGS NV
518,383$49.1T1.14%
22
EMNEASTMAN CHEM CO
427,443$47.9T1.11%
23
PSXPHILLIPS 66
363,281$47.8T1.11%
24
NVRNVR INC
4,846$47.5T1.11%
25
DELLDELL TECHNOLOGIES INC
399,756$47.4T1.10%
26
OKEONEOK INC NEW
519,832$47.4T1.10%
27
FISVFISERV INC
261,358$47.0T1.09%
28
A4SAMERIPRISE FINL INC
99,242$46.6T1.08%
29
NVSNNOVARTIS AG
394,338$45.4T1.06%
30
SANBANCO SANTANDER S.A.
8,850,866$45.1T1.05%
31
DWDMORGAN STANLEY
431,197$44.9T1.05%
32
ABBVABBVIE INC
226,796$44.8T1.04%
33
CMICUMMINS INC
137,943$44.7T1.04%
34
APOAPOLLO GLOBAL MGMT INC
352,590$44.0T1.02%
35
KBIAKB FINL GROUP INC
705,535$43.6T1.01%
36
PBRPETROLEO BRASILEIRO SA PETRO
2,958,101$42.6T0.99%
37
AZNASTRAZENECA PLC
546,133$42.5T0.99%
38
FSLRFIRST SOLAR INC
170,363$42.5T0.99%
39
ORCLORACLE CORP
247,465$42.2T0.98%
40
BCSBARCLAYS PLC
3,466,120$42.1T0.98%
41
AMGNAMGEN INC
129,274$41.7T0.97%
42
MUFGMITSUBISHI UFJ FINL GROUP IN
4,045,625$41.2T0.96%
43
AXPAMERICAN EXPRESS CO
151,767$41.2T0.96%
44
TXTTEXTRON INC
462,094$40.9T0.95%
45
JJACOBS SOLUTIONS INC
307,663$40.3T0.94%
46
IXORIX CORP
343,996$39.9T0.93%
47
DKSDICKS SPORTING GOODS INC
188,694$39.4T0.92%
48
NWGNATWEST GROUP PLC
4,124,633$38.6T0.90%
49
SNYSANOFI
658,994$38.0T0.88%
50
DOXAMDOCS LTD
426,990$37.4T0.87%
51
MOALTRIA GROUP INC
723,297$36.9T0.86%
52
BACBANK AMERICA CORP
917,420$36.4T0.85%
53
ELVELEVANCE HEALTH INC
69,473$36.1T0.84%
54
VALEVALE S A
3,073,798$35.9T0.84%
55
ITUBITAU UNIBANCO HLDG S A
5,297,137$35.2T0.82%
56
LIESUN LIFE FINANCIAL INC.
598,508$34.7T0.81%
57
MRKMERCK & CO INC
302,787$34.4T0.80%
58
SLBSCHLUMBERGER LTD
808,724$33.9T0.79%
59
LYBLYONDELLBASELL INDUSTRIES N
353,362$33.9T0.79%
60
ONON SEMICONDUCTOR CORP
458,985$33.3T0.78%
61
UNHUNITEDHEALTH GROUP INC
55,908$32.7T0.76%
62
TPRTAPESTRY INC
695,756$32.7T0.76%
63
KLACKLA CORP
40,858$31.6T0.74%
64
BABAALIBABA GROUP HLDG LTD
294,280$31.2T0.73%
65
TSMTAIWAN SEMICONDUCTOR MFG LTD
175,993$30.6T0.71%
66
CDWCDW CORP
134,833$30.5T0.71%
67
GEHCGE HEALTHCARE TECHNOLOGIES I
314,087$29.5T0.69%
68
NTESNETEASE INC
314,943$29.5T0.69%
69
BBYBEST BUY INC
271,310$28.0T0.65%
70
VIPSVIPSHOP HLDGS LTD
1,773,701$27.9T0.65%
71
SKAASKECHERS U S A INC
414,811$27.8T0.65%
72
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
350,970$27.1T0.63%
73
BWABORGWARNER INC
742,616$26.9T0.63%
74
LOWLOWES COS INC
98,890$26.8T0.62%
75
AKAMAKAMAI TECHNOLOGIES INC
264,875$26.7T0.62%
76
HDHOME DEPOT INC
65,004$26.3T0.61%
77
FOXAFOX CORP
620,634$26.3T0.61%
78
RTXRTX CORPORATION
215,308$26.1T0.61%
79
HDBHDFC BANK LTD
416,868$26.1T0.61%
80
JDJD.COM INC
649,453$26.0T0.60%
81
STTSTATE STR CORP
289,006$25.6T0.59%
82
EXPEEXPEDIA GROUP INC
172,687$25.6T0.59%
83
GOOGLALPHABET INC
149,742$24.8T0.58%
84
KEYKEYCORP
1,480,570$24.8T0.58%
85
NRANRG ENERGY INC
272,077$24.8T0.58%
86
PDDPDD HOLDINGS INC
181,989$24.5T0.57%
87
ZTOZTO EXPRESS CAYMAN INC
986,005$24.4T0.57%
88
RLRALPH LAUREN CORP
124,021$24.0T0.56%
89
RCLROYAL CARIBBEAN GROUP
134,180$23.8T0.55%
90
KRKROGER CO
414,342$23.7T0.55%
91
INCYINCYTE CORP
358,667$23.7T0.55%
92
BKNGBOOKING HOLDINGS INC
5,369$22.6T0.53%
93
UBSUBS GROUP AG
720,210$22.3T0.52%
94
NFLXNETFLIX INC
31,381$22.3T0.52%
95
SYFSYNCHRONY FINANCIAL
440,196$22.0T0.51%
96
MFCMANULIFE FINL CORP
730,881$21.6T0.50%
97
BACVERIZON COMMUNICATIONS INC
476,052$21.4T0.50%
98
ULTAULTA BEAUTY INC
54,815$21.3T0.50%
99
HIIHUNTINGTON INGALLS INDS INC
79,496$21.0T0.49%
100
AIGAMERICAN INTL GROUP INC
282,895$20.7T0.48%
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