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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 12 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EME EMCOR GROUP INC Industrials 70,965.0 $52.4M 0.07% +56K +360.5% $737.97 +15.8%
222 CI THE CIGNA GROUP Healthcare 196,230.0 $52.3M 0.07% +27K +15.7% $266.67 +9.2%
223 MCO MOODYS CORP Financial Services 119,874.0 $52.3M 0.07% -188K -61.1% $436.16 -0.4%
224 ZTS ZOETIS INC Healthcare 440,797.0 $52.1M 0.07% -158K -26.4% $118.18 -33.2%
225 TNK TEEKAY TANKERS LTD Energy 706,797.0 $51.8M 0.07% +418K +144.9% $73.28 +3.7%
226 HUM HUMANA INC Healthcare 297,535.0 $51.6M 0.07% +75K +33.5% $173.34 +79.2%
227 JCI JOHNSON CONTROLS INTERNATION Industrials 393,099.0 $51.5M 0.07% +175K +80.2% $130.92 +3.4%
228 AEP AMERICAN ELEC PWR CO INC Utilities 392,679.0 $51.5M 0.07% -180K -31.5% $131.05 -1.7%
229 INDA ISHARES TR 1,096,020.0 $51.3M 0.07% +324K +42.0% $46.84 +2.5%
230 ROK ROCKWELL AUTOMATION INC Industrials 142,498.0 $51.1M 0.07% -73K -33.8% $358.83 +17.7%
231 RF REGIONS FINANCIAL CORP NEW Financial Services 1,951,620.0 $51.0M 0.07% NEW $26.12 +2.8%
232 TTD THE TRADE DESK INC Technology 2,235,765.0 $50.7M 0.07% +2.0M +754.2% $22.68 -6.7%
233 MDB MONGODB INC Technology 206,799.0 $50.6M 0.07% -268K -56.4% $244.65 +36.8%
234 HIMX HIMAX TECHNOLOGIES INC Technology 6,421,066.0 $50.5M 0.07% +349K +5.7% $7.86 +145.3%
235 NOC NORTHROP GRUMMAN CORP Industrials 73,698.0 $50.3M 0.07% +30K +70.5% $682.05 -18.4%
236 EIX EDISON INTL Utilities 682,136.0 $49.9M 0.07% +572K +521.5% $73.16 -3.4%
237 WB WEIBO CORP Communication Services 5,565,675.0 $48.7M 0.07% -293K -5.0% $8.75 -5.7%
238 PBF PBF ENERGY INC Energy 1,016,026.0 $48.4M 0.07% +486K +91.8% $47.59 -10.2%
239 FIX COMFORT SYS USA INC Industrials 34,958.0 $48.2M 0.07% +26K +313.0% $1378.51 +32.4%
240 TX TERNIUM SA Basic Materials 1,187,035.0 $47.6M 0.07% +9K +0.7% $40.13 +5.1%
Page 12 of 101  ·  2,011 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%