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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 25 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DUK DUKE ENERGY CORP NEW Utilities 86,272.0 $10.1M 0.02% NEW $117.08 +6.5%
482 VRTX VERTEX PHARMACEUTICALS INC Healthcare 22,210.0 $10.1M 0.02% NEW $453.13 -5.0%
483 DV DOUBLEVERIFY HLDGS INC Technology 878,585.0 $10.0M 0.02% NEW $11.43 -16.7%
484 TSCO TRACTOR SUPPLY CO Consumer Cyclical 199,304.0 $10.0M 0.02% NEW $49.98 -36.6%
485 TTD THE TRADE DESK INC Technology 261,734.0 $9.9M 0.02% NEW $37.91 -44.6%
486 TK TEEKAY CORPORATION Energy 1,099,554.0 $9.9M 0.02% NEW $9.02 +56.9%
487 COMMERCE.COM INC 2,405,546.0 $9.9M 0.02% NEW $4.12
488 APTIV PLC 129,852.0 $9.9M 0.02% NEW $76.09
489 CW CURTISS WRIGHT CORP Industrials 17,921.0 $9.9M 0.02% NEW $550.92 +31.9%
490 MAS MASCO CORP Industrials 154,202.0 $9.8M 0.02% NEW $63.43 +5.9%
491 RMNI RIMINI STR INC DEL Technology 2,500,627.0 $9.7M 0.02% NEW $3.88 -5.8%
492 TME TENCENT MUSIC ENTMT GROUP Communication Services 553,132.0 $9.7M 0.02% NEW $17.53 -47.8%
493 SVM SILVERCORP METALS INC Basic Materials 1,154,000.0 $9.7M 0.02% NEW $8.36 +50.2%
494 MHO M Consumer Cyclical 74,769.0 $9.6M 0.02% NEW $127.93 +0.8%
495 ON24 INC 1,189,707.0 $9.5M 0.02% NEW $7.96
496 EME EMCOR GROUP INC Industrials 15,410.0 $9.4M 0.01% NEW $611.23 +38.9%
497 OGE OGE ENERGY CORP Utilities 220,423.0 $9.4M 0.01% NEW $42.65 +12.8%
498 HAL HALLIBURTON CO Energy 331,911.0 $9.4M 0.01% NEW $28.25 +48.6%
499 AXTI AXT INC Technology 569,331.0 $9.3M 0.01% NEW $16.35 +640.3%
500 WFRD WEATHERFORD INTL PLC Energy 118,378.0 $9.3M 0.01% NEW $78.22 +42.4%
Page 25 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%