Ofi Invest Asset Management Purchases in Q1 2025

Ofi Invest Asset Management

  • $3.81 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
64.5K
New
N/A
64.5K $56.5B
COF
Capital One Financial Corp

Financial Services
212K
+ 1906.86%
$163.87 - $209.82 $34.7M - $44.4M
223K $37B
Arista Networks Inc
463K
New
N/A
463K $33.2B
UBER
Uber Technologies, Inc

Technology
412K
+ 264.01%
$63.17 - $81.49 $26.1M - $33.6M
569K $38.4B
VRT
Vertiv Holdings CO

Industrials
394K
+ 19168.12%
N/A
397K $26.5B
PG
Procter & Gamble CO

Consumer Defensive
151K
+ 70.21%
$158.56 - $176.26 $24M - $26.6M
366K $57.8B
TYL
Tyler Technologies Inc

Technology
31.7K
+ 43428.77%
$553.41 - $646.74 $17.5M - $20.5M
31.8K $17.1B
EXC
Exelon Corp

Utilities
252K
+ 35.72%
$37.3 - $46.08 $9.4M - $11.6M
958K $40.9B
LEVI
Levi Strauss & CO

Consumer Cyclical
1.03M
New
$15.59 - $19.22 $16.1M - $19.8M
1.03M $14.9B
NFLX
Netflix Inc

Communication Services
16.2K
+ 42.79%
$828.4 - $1058.6 $13.4M - $17.2M
54.1K $46.7B
FSLR
First Solar, Inc.

Technology
108K
+ 503.32%
$126.34 - $197.73 $13.7M - $21.4M
130K $15.2B
TRGP
Targa Resources Corp.

Energy
47.3K
+ 26.05%
$178.44 - $217.22 $8.44M - $10.3M
229K $42.5B
PGR
Progressive Corp

Financial Services
15.2K
+ 7.41%
$235.61 - $291.22 $3.59M - $4.44M
221K $57.9B
NDAQ
Nasdaq, Inc.

Financial Services
140K
+ 503.8%
$72.17 - $83.76 $10.1M - $11.8M
168K $11.8B
PSX
Phillips 66

Energy
77K
+ 36.56%
$113.93 - $131.55 $8.77M - $10.1M
288K $32.9B
NEE
Nextera Energy Inc

Utilities
136K
+ 27.09%
$66.96 - $76.16 $9.14M - $10.4M
640K $42B
MLM
Martin Marietta Materials Inc

Basic Materials
19.4K
+ 61.55%
$460.39 - $552.64 $8.95M - $10.7M
51K $22.6B
Parsons Corp Del
6.9M
New
N/A
6.9M $6.41B
Global Pmts Inc
7M
New
N/A
7M $6.12B
CRM
Salesforce, Inc.

Technology
74.9K
+ 44.08%
$268.36 - $359.95 $20.1M - $26.9M
245K $60.8B
RSG
Republic Services, Inc.

Industrials
1.09K
+ 0.62%
$200.09 - $242.16 $218K - $264K
175K $39.3B
GILD
Gilead Sciences, Inc.

Healthcare
1.43K
+ 0.51%
$89.14 - $117.41 $127K - $167K
283K $29.4B
TSLA
Tesla, Inc.

Consumer Cyclical
93.5K
+ 77.04%
$222.15 - $428.22 $20.8M - $40M
215K $51.5B
ES
Eversource Energy

Utilities
71.6K
+ 11439.78%
$55.63 - $63.8 $3.98M - $4.57M
72.2K $4.15B
Nextera Energy Cap Hldgs Inc
3.8M
New
N/A
3.8M $4.08B
Advanced Energy Inds
3.9M
New
N/A
3.9M $3.7B
AMT
American Tower Corp

Real Estate
4.11K
+ 3.52%
$173.46 - $217.6 $713K - $894K
121K $24.3B
V
Visa Inc.

Financial Services
824
+ 0.52%
$306.92 - $362.71 $253K - $299K
160K $51.8B
KO
Coca Cola CO

Consumer Defensive
1.03K
+ 0.2%
$60.81 - $72.32 $62.8K - $74.6K
523K $34.7B
OC
Owens Corning

Industrials
24.1K
New
$137.83 - $191.19 $3.32M - $4.61M
24.1K $3.19B
WING
Wingstop Inc.

Consumer Cyclical
32.4K
+ 53.79%
$207.0 - $311.93 $6.71M - $10.1M
92.6K $19.3B
SLB
Schlumberger Limited

Energy
9.11K
+ 0.7%
$38.4 - $43.74 $350K - $399K
1.32M $51B
Coinbase Global Inc
1.6M
New
N/A
1.6M $1.35B
VZ
Verizon Communications Inc

Communication Services
3.23K
+ 1.1%
$37.81 - $46.49 $122K - $150K
297K $12.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
+ 172.96%
$551.42 - $612.93 $1.24M - $1.38M
3.54K $1.83B
PLD
Prologis, Inc.

Real Estate
5.51K
+ 1.7%
$103.59 - $124.04 $570K - $683K
330K $34.1B
CCI
Crown Castle International Corp

Real Estate
9.5K
+ 111.54%
$84.33 - $106.39 $801K - $1.01M
18K $1.74B
BSX
Boston Scientific Corp

Healthcare
9.5K
New
$89.38 - $106.18 $849K - $1.01M
9.5K $887M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.41K
+ 0.11%
$30.38 - $34.94 $42.7K - $49.1K
1.25M $39.5B
IP
International Paper CO

Consumer Cyclical
19.4K
+ 29.9%
$49.38 - $60.09 $957K - $1.16M
84.2K $4.16B
PWR
Quanta Services, Inc.

Industrials
3.18K
New
$236.71 - $358.03 $753K - $1.14M
3.18K $749M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
28.7K
+ 869.73%
$25.9 - $31.26 $743K - $897K
32K $794M
SCHW
Schwab Charles Corp

Financial Services
8.81K
+ 31.83%
$71.24 - $83.64 $628K - $737K
36.5K $2.64B
MMM
3 M CO

Industrials
3.52K
+ 23.81%
$129.7 - $155.12 $456K - $546K
18.3K $2.49B
INTA
Intapp, Inc.

Technology
11.9K
+ 721.82%
$57.21 - $74.1 $681K - $883K
13.6K $733M
ZS
Zscaler, Inc.

Technology
3.26K
+ 140.22%
$181.66 - $216.87 $591K - $706K
5.58K $1.02B
NPO
Enpro Industries, Inc

Industrials
4K
+ 1109.72%
$161.21 - $207.46 $644K - $829K
4.36K $652M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
399
+ 6.44%
$402.49 - $513.76 $161K - $205K
6.6K $2.96B
TRNS
Transcat Inc

Industrials
7.76K
New
$69.07 - $108.26 $536K - $840K
7.76K $535M
Activity Summary
Buys All Purchases 209 New Holdings 40 Increased Positions 169 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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