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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $60.9B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1959 New
Page 15 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SWKS SKYWORKS SOLUTIONS INC Technology 462,589.0 $29.3M 0.05% NEW $63.36 +11.0%
282 CLS CELESTICA INC Technology 98,903.0 $29.3M 0.05% NEW $296.03 +14.6%
283 CIGI COLLIERS INTL GROUP INC Real Estate 195,428.0 $28.7M 0.05% NEW $146.91 -36.6%
284 FVRR FIVERR INTL LTD Communication Services 1,440,979.0 $28.4M 0.05% NEW $19.74 -46.2%
285 OMCL OMNICELL COM Healthcare 624,188.0 $28.3M 0.05% NEW $45.27 -3.2%
286 RERE ATRENEW INC Consumer Cyclical 5,326,923.0 $28.2M 0.05% NEW $5.29 -5.2%
287 LEIDOS HOLDINGS INC 156,177.0 $28.2M 0.05% NEW $180.33
288 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 956,067.0 $27.7M 0.04% NEW $28.98 -16.3%
289 CGNT COGNYTE SOFTWARE LTD Technology 2,895,868.0 $27.2M 0.04% NEW $9.39 +6.0%
290 FISV FISERV INC Technology 404,083.0 $27.1M 0.04% NEW $67.13 -16.5%
291 NOK NOKIA CORP Technology 4,151,830.0 $26.8M 0.04% NEW $6.46 +111.5%
292 GLW CORNING INC Technology 306,436.0 $26.8M 0.04% NEW $87.55 +100.8%
293 CFG CITIZENS FINL GROUP INC Financial Services 453,759.0 $26.5M 0.04% NEW $58.40 +7.6%
294 DIS DISNEY WALT CO Communication Services 231,883.0 $26.4M 0.04% NEW $113.72 -10.1%
295 XYL XYLEM INC Industrials 192,709.0 $26.2M 0.04% NEW $136.17 -21.9%
296 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 702,648.0 $26.2M 0.04% NEW $37.34 -9.2%
297 JCI JOHNSON CTLS INTL PLC Industrials 218,149.0 $26.1M 0.04% NEW $119.74 +13.1%
298 ACGL ARCH CAP GROUP LTD Financial Services 272,203.0 $26.1M 0.04% NEW $95.89 +1.0%
299 VRT VERTIV HOLDINGS CO Industrials 160,126.0 $25.9M 0.04% NEW $161.91 +99.3%
300 L LOEWS CORP Financial Services 245,638.0 $25.9M 0.04% NEW $105.28 +2.4%
Page 15 of 98  ·  1,959 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 34.4%
Financial Services 16.7%
Healthcare 12.8%
Communication Services 11.5%
Consumer Cyclical 9.0%
Industrials 4.8%
Consumer Defensive 3.6%
Basic Materials 3.2%
Energy 2.6%
Real Estate 0.8%