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Holdings (Monthly) Guide ↗

ClearBridge Tactical Dividend Income Fund

· Legg Mason Partners Investment Trust
Monthly Holdings $373M AUM 26 positions Period Jul 2026 Filed Sep 23, 2026 EDGAR ↗ ← All Funds
All 20 New 23 Added 26 Reduced 11 Exited · Jul 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 WILLIAMS COMPANIES INC (THE) WMB Jan 2026 138,218 -51,263 $9.9M -22.4% 2.70% EC
2 ALPHABET INC GOOGL Jan 2026 26,114 -1,400 $9.3M +0.0% 2.54% EC
3 ENTERPRISE PRODUCTS PARTNERS LP EPD Jan 2026 183,702 -44,268 $7.0M -7.6% 1.91% EC
4 PLAINS GP HOLDINGS LP PAGP Jan 2026 265,296 -51,753 $7.0M +7.6% 1.91% EC
5 ONEOK INC OKE Jan 2026 68,858 -5,741 $6.3M +5.8% 1.71% EC
6 BROADCOM INC AVGO Jan 2026 14,374 -5,549 $5.6M -15.2% 1.53% EC
7 ROCHE HOLDING AG RHHBY Jan 2026 101,763 -7,765 $5.6M -10.5% 1.52% EC
8 NORTHROP GRUMMAN CORP NOC Jan 2026 9,668 -159 $5.2M -22.9% 1.43% EC
9 KINDER MORGAN INC KMI Jan 2026 158,159 -111,143 $5.1M -38.0% 1.39% EC
10 CITIGROUP INC C Jan 2026 36,576 -16,285 $4.8M -20.8% 1.32% EC
11 L3HARRIS TECHNOLOGIES INC LHX Jan 2026 17,296 -4,804 $4.8M -36.8% 1.31% EC
12 PROLOGIS INC PLD Jan 2026 31,180 -15,906 $4.5M -26.7% 1.23% EC
13 ENBRIDGE INC ENB Jan 2026 78,761 -16,051 $4.3M -7.4% 1.17% EC
14 AMPHENOL CORP APH Jan 2026 18,737 -6,223 $3.0M -16.3% 0.82% EC
15 QUALCOMM INC QCOM Jan 2026 20,090 -19,263 $3.0M -50.3% 0.81% EC
16 KKR & CO. INC KKR Jan 2026 63,255 -24,782 $2.7M -36.3% 0.75% EP
17 MARVELL TECHNOLOGY INC MRVL Jan 2026 14,048 -73,801 $2.6M -62.0% 0.72% EC
18 EQUINIX INC EQIX Jan 2026 2,535 -1,800 $2.6M -27.4% 0.71% EC
19 ABBVIE INC ABBV Jan 2026 9,052 -17,864 $2.3M -62.2% 0.62% EC
20 GOLDMAN SACHS GROUP INC (THE) GS Jan 2026 2,063 -822 $2.1M -22.1% 0.57% EC
21 CHARLES SCHWAB CORP (THE) SCHW Jan 2026 19,659 -8,506 $2.1M -29.3% 0.56% EC
22 ORACLE CORP ORCL Jan 2026 15,151 -16,802 $2.0M -62.6% 0.54% EC
23 MCKESSON CORP MCK Jan 2026 2,250 -4,929 $1.9M -67.7% 0.53% EC
24 META PLATFORMS INC META Jan 2026 3,145 -5,127 $1.8M -70.5% 0.48% EC
25 BLACKSTONE INC BX Jan 2026 5,090 -20,402 $650K -82.1% 0.18% EC
26 ARES MANAGEMENT CORP ARES Jan 2026 4,533 -38,151 $581K -90.9% 0.16% EC