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Portfolio (Quarterly) Guide ↗

FMR LLC

· CIK 0000315066
13F Portfolio $1.90T AUM 13,282 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 301 New 2723 Added 1825 Reduced 292 Exited
Page 108 of 271  ·  5,417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 FIDELITY COVINGTON TRUST 108,227.0 $7.6M +14K +15.2% $70.36
2142 NUTANIX INC 7,454,000.0 $7.6M -127K -1.7% $1.02
2143 CNS COHEN & STEERS INC Financial Services 121,122.0 $7.6M +46K +61.4% $62.55 +10.2%
2144 EGY VAALCO ENERGY INC Energy 1,186,907.0 $7.5M +1.2M +4740.8% $6.34 -16.2%
2145 OI O-I GLASS INC Consumer Cyclical 711,794.0 $7.5M -2.3M -76.6% $10.51 -13.4%
2146 BILL HOLDINGS INC 8,412,000.0 $7.5M $0.89
2147 FRESHPET INC 6,501,000.0 $7.5M -6.2M -48.8% $1.15
2148 CAE CAE INC Industrials 286,496.0 $7.5M +201K +236.8% $26.04 -1.4%
2149 UI UBIQUITI INC Technology 9,418.0 $7.4M $790.24 -24.6%
2150 SMTC SEMTECH CORP Technology 96,673.0 $7.4M +81K +523.8% $76.89 +116.4%
2151 ARROWHEAD PHARMACEUTICALS IN 7,180,000.0 $7.4M NEW $1.03
2152 RUN SUNRUN INC Energy 547,090.0 $7.4M +348K +175.2% $13.56 +17.2%
2153 UNITY SOFTWARE INC 7,436,000.0 $7.4M NEW $1.00
2154 LENNAR CORP 87,915.0 $7.4M +10K +13.5% $84.12
2155 LUFAX HOLDING LTD 3,947,314.0 $7.4M $1.87
2156 MGC VANGUARD WORLD FD 31,214.0 $7.4M -589.0 -1.9% $236.35 +17.5%
2157 TDAY USA TODAY CO INC Communication Services 1,046,288.0 $7.4M +356K +51.6% $7.05 +9.6%
2158 SXC SUNCOKE ENERGY INC Energy 1,128,061.0 $7.3M -111K -8.9% $6.51 +42.1%
2159 SNDR SCHNEIDER NATIONAL INC Industrials 278,217.0 $7.3M +98K +54.7% $26.36 +34.5%
2160 IAC IAC INC Technology 183,074.0 $7.3M +127K +227.1% $40.03 +12.3%
Page 108 of 271  ·  5,417 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.2%
Communication Services 11.8%
Consumer Cyclical 9.9%
Financial Services 9.8%
Healthcare 9.8%
Industrials 8.3%
Energy 4.5%
Consumer Defensive 3.7%
Utilities 2.6%
Basic Materials 2.6%