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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $70.5B AUM 2,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New 884 Added 629 Reduced 295 Exited
Page 13 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FOX FOX CORP Communication Services 378,776.0 $20.1M 0.03% +240K +172.7% $53.07 +9.0%
242 IBCP INDEPENDENT BK CORP MICH Financial Services 595,779.0 $19.8M 0.03% +68K +12.8% $33.28 -1.7%
243 HEI HEICO CORP NEW Industrials 71,533.0 $19.6M 0.03% +69K +2947.8% $274.11 +5.4%
244 FLGT FULGENT GENETICS INC Healthcare 1,233,951.0 $19.6M 0.03% +48K +4.0% $15.89 -1.2%
245 SHOP SHOPIFY INC Technology 164,070.0 $19.4M 0.03% +86K +110.1% $118.52 -15.4%
246 SLB SLB LIMITED Energy 372,724.0 $19.2M 0.03% +373K +10000.0% $51.38 +7.8%
247 IDXX IDEXX LABS INC Healthcare 33,998.0 $19.1M 0.03% +13K +58.4% $561.47 -5.8%
248 CVS CVS HEALTH CORP Healthcare 265,196.0 $19.0M 0.03% +199K +303.6% $71.77 +33.6%
249 ETN EATON CORP PLC Industrials 52,161.0 $18.6M 0.03% +50K +2344.3% $357.55 +11.7%
250 TBLA TABOOLA.COM LTD Communication Services 5,901,059.0 $18.3M 0.03% +1.6M +37.5% $3.10 +61.1%
251 SYY SYSCO CORP Consumer Defensive 254,598.0 $18.1M 0.03% +253K +10000.0% $71.29 +1.8%
252 RIGL RIGEL PHARMACEUTICALS INC Healthcare 666,426.0 $18.0M 0.03% +173K +35.0% $27.02 +7.4%
253 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 222,537.0 $18.0M 0.03% +32K +16.7% $80.92 -5.5%
254 AMKR AMKOR TECHNOLOGY INC Technology 394,264.0 $17.7M 0.03% +204K +107.4% $44.99 +46.8%
255 FISI FINANCIAL INSTITUTIONS INC Financial Services 554,604.0 $17.6M 0.03% +129K +30.2% $31.70 +6.7%
256 EFA ISHARES TR 180,615.0 $17.5M 0.03% +36K +25.1% $97.11 +5.7%
257 COKE COCA COLA CONS INC Consumer Defensive 91,376.0 $17.5M 0.03% +88K +2261.1% $191.59 -10.1%
258 RTX RTX CORPORATION Industrials 90,622.0 $17.5M 0.03% +11K +14.2% $192.83 -11.2%
259 TSCO TRACTOR SUPPLY CO Consumer Cyclical 383,699.0 $17.4M 0.03% +184K +92.5% $45.28 -32.5%
260 IRM IRON MTN INC DEL Real Estate 168,907.0 $17.2M 0.02% +166K +5668.7% $102.09 +22.5%
Page 13 of 45  ·  884 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 33.3%
Healthcare 13.0%
Financial Services 12.2%
Communication Services 9.2%
Consumer Cyclical 8.6%
Energy 6.5%
Industrials 5.8%
Consumer Defensive 5.5%
Basic Materials 3.8%
Real Estate 1.2%