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Portfolio (Quarterly) Guide ↗

WASATCH ADVISORS LP

· CIK 0000814133
13F Portfolio $15.3B AUM 219 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 64 Added 110 Reduced 19 Exited
Page 9 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TCBX THIRD COAST BANCSHARES INC Financial Services 166,315.0 $6.7M 0.04% +8K +5.2% $40.40 +13.3%
162 JPM JPMORGAN CHASE & CO Financial Services 20,510.0 $6.7M 0.04% -164.0 -0.8% $327.33 +10.4%
163 CSTL CASTLE BIOSCIENCES INC Healthcare 279,349.0 $6.7M 0.04% -176K -38.6% $23.85 +25.5%
164 ATRC ATRICURE INC Healthcare 233,604.0 $6.5M 0.04% -20K -8.0% $27.98 +60.1%
165 SITM SITIME CORP Technology 8,713.0 $6.5M 0.04% -20K -70.1% $745.56 +0.4%
166 C CITIGROUP INC Financial Services 45,570.0 $6.4M 0.04% -11K -19.6% $139.96 -1.0%
167 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,930,185.0 $6.1M 0.04% -13.8M -87.8% $3.16 +0.6%
168 KLIC KULICKE & SOFFA INDS INC Technology 44,551.0 $6.0M 0.04% -143K -76.2% $133.76 -24.0%
169 PWP PERELLA WEINBERG PARTNERS Financial Services 366,781.0 $5.9M 0.04% -754K -67.3% $15.96 +5.1%
170 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1,385,843.0 $5.8M 0.04% +508K +57.8% $4.16 +2.9%
171 USB US BANCORP Financial Services 93,038.0 $5.6M 0.04% +1K +1.5% $60.40 +7.4%
172 MSFT MICROSOFT CORP Technology 15,027.0 $5.6M 0.04% NEW $373.02 +28.8%
173 EXC EXELON CORP Utilities 118,286.0 $5.5M 0.04% +8K +7.0% $46.62 -2.3%
174 ING ING GROEP N.V. Financial Services 175,000.0 $5.5M 0.04% $31.38 +13.5%
175 PPHC PUBLIC POL HLDG CO INC Industrials 728,798.0 $5.4M 0.04% +126K +20.9% $7.45 +34.9%
176 DUK DUKE ENERGY CORP NEW Utilities 42,275.0 $5.4M 0.04% +900.0 +2.2% $126.58 -2.4%
177 PATK PATRICK INDS INC Consumer Cyclical 58,781.0 $5.3M 0.04% -3K -5.3% $89.78 -5.6%
178 UNP UNION PAC CORP Industrials 18,697.0 $5.1M 0.03% $272.00 +10.3%
179 HEICO CORP NEW 17,782.0 $4.6M 0.03% $257.91
180 SON SONOCO PRODS CO Consumer Cyclical 81,167.0 $4.6M 0.03% +11K +15.9% $56.35 +0.7%
Page 9 of 11  ·  219 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
Industrials 25.3%
Technology 20.5%
Healthcare 16.4%
Consumer Cyclical 13.1%
Financial Services 13.0%
Consumer Defensive 6.0%
Basic Materials 2.5%
Energy 2.3%
Real Estate 0.5%
Communication Services 0.4%