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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 15 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 768.0 $74K NEW $96.35 +8.3%
282 SAIA SAIA INC Industrials 214.0 $74K NEW $345.79 +33.1%
283 CATY CATHAY GEN BANCORP Financial Services 1,468.0 $73K NEW $49.73 +13.8%
284 TENAX THERAPEUTICS INC 4,502.0 $71K NEW $15.77
285 MTH MERITAGE HOMES CORP Consumer Cyclical 1,100.0 $68K NEW $61.82 -4.3%
286 MUR MURPHY OIL CORP Energy 1,667.0 $68K NEW $40.79 -0.4%
287 SEI SOLARIS ENERGY INFRAS INC Energy 1,209.0 $68K NEW $56.24 +39.7%
288 GAIA GAIA INC NEW Communication Services 24,436.0 $66K NEW $2.70 -10.8%
289 BDN BRANDYWINE RLTY TR Real Estate 23,991.0 $65K NEW $2.71 +11.8%
290 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 1,358.0 $64K NEW $47.13 -18.2%
291 IQ IQIYI INC Communication Services 46,006.0 $62K NEW $1.35 -13.9%
292 SKEENA RES LTD NEW 2,100.0 $62K NEW $29.52
293 LIFEZONE METALS LIMITED 18,331.0 $61K NEW $3.33
294 SHEN SHENANDOAH TELECOMMUNICATIONS Communication Services 3,838.0 $59K NEW $15.37 +3.5%
295 INFINITY NAT RES INC 3,392.0 $59K NEW $17.39
296 PLG PLATINUM GROUP METALS LTD Basic Materials 31,706.0 $56K NEW $1.77 -7.1%
297 CHYM CHIME FINL INC Financial Services 2,893.0 $53K NEW $18.32 -4.2%
298 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 1,553.0 $53K NEW $34.13 +10.3%
299 OPRX OPTIMIZERX CORP Healthcare 8,478.0 $52K NEW $6.13 -17.0%
300 SA SEABRIDGE GOLD INC Basic Materials 1,840.0 $52K NEW $28.26 +4.1%
Page 15 of 18  ·  347 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%