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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 41 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MMSI MERIT MED SYS INC Healthcare 4,295.0 $295K +4K +563.8% $68.68 -7.2%
802 ITRI ITRON INC Technology 3,239.0 $288K +2K +96.1% $88.92 -12.3%
803 NWFL NORWOOD FINANCIAL CORP Financial Services 9,777.0 $284K +6K +130.4% $29.05 +1.9%
804 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 46,171.0 $281K +11K +33.1% $6.09 +20.9%
805 VCYT VERACYTE INC Healthcare 8,728.0 $280K +5K +126.8% $32.08 +30.0%
806 LCNB LCNB CORP Financial Services 17,870.0 $278K +11K +162.4% $15.56 +4.0%
807 IJR ISHARES TR 2,199.0 $273K +2K +705.5% $124.15 +9.4%
808 REZI RESIDEO TECHNOLOGIES INC Industrials 8,156.0 $273K +6K +229.3% $33.47 -20.0%
809 PERFECT CORP 163,105.0 $273K +35K +26.9% $1.67
810 BLND BLEND LABS INC Technology 156,734.0 $265K +140K +849.1% $1.69 -9.5%
811 DD DUPONT DE NEMOURS INC Basic Materials 5,793.0 $264K +5K +548.7% $45.57 +6.7%
812 HANOVER BANCORP INC 12,019.0 $258K +2K +18.6% $21.47
813 BWEN BROADWIND INC Industrials 120,589.0 $249K +109K +922.5% $2.06 +82.1%
814 DH DEFINITIVE HEALTHCARE CORP Healthcare 203,322.0 $249K +192K +1778.4% $1.22 -29.8%
815 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 70,101.0 $239K +45K +184.6% $3.41 +19.4%
816 PRAXIS PRECISION MEDICINES I 741.0 $238K +112.0 +17.8% $321.19
817 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 20,880.0 $236K +15K +266.7% $11.30 +2.9%
818 FLR FLUOR CORP Industrials 4,990.0 $232K +1K +41.4% $46.49 -8.5%
819 METALLUS INC 14,159.0 $230K +10K +257.4% $16.24
820 SMRT SMARTRENT INC Technology 152,033.0 $227K +58K +61.0% $1.49 -23.0%
Page 41 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%