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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 43 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SMBC SOUTHERN MO BANCORP INC Financial Services 46,120.0 $2.9M 0.00% +5K +12.3% $63.86 +7.4%
842 FBIZ FIRST BUSINESS FINL SVCS INC Financial Services 53,855.0 $2.9M 0.00% +7K +14.2% $53.90 +6.2%
843 DAO YOUDAO INC Consumer Defensive 295,624.0 $2.9M 0.00% -136K -31.6% $9.81 +17.6%
844 SGHT SIGHT SCIENCES INC Healthcare 770,933.0 $2.9M 0.00% +267K +53.0% $3.76 +29.3%
845 ACU ACME UTD CORP Consumer Defensive 64,543.0 $2.9M 0.00% +13K +26.4% $44.84 -3.6%
846 RLAY RELAY THERAPEUTICS INC Healthcare 290,352.0 $2.9M 0.00% -166K -36.4% $9.94 +31.0%
847 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 741,246.0 $2.9M 0.00% +129K +21.1% $3.87 -34.4%
848 CLNE CLEAN ENERGY FUELS CORP Energy 1,154,630.0 $2.9M 0.00% +50K +4.5% $2.48 -18.1%
849 NVS NOVARTIS AG Healthcare 18,704.0 $2.9M 0.00% $152.69 -0.6%
850 ALTO ALTO INGREDIENTS INC Basic Materials 590,564.0 $2.9M 0.00% +533K +933.6% $4.83 -5.6%
851 NVCR NOVOCURE LTD Healthcare 262,147.0 $2.9M 0.00% +3K +1.2% $10.88 +64.5%
852 FLS FLOWSERVE CORP Industrials 38,769.0 $2.8M 0.00% +36K +1325.3% $73.43 -6.4%
853 SHW SHERWIN WILLIAMS CO Basic Materials 8,880.0 $2.8M 0.00% NEW $320.16 -3.9%
854 BMRC BANK OF MARIN BANCORP Financial Services 110,942.0 $2.8M 0.00% -7K -6.0% $25.61 +2.5%
855 VMI VALMONT INDS INC Industrials 7,116.0 $2.8M 0.00% +6K +435.0% $398.96 +26.2%
856 VET VERMILION ENERGY INC Energy 206,800.0 $2.8M 0.00% +190K +1161.0% $13.69 -8.0%
857 CASY CASEYS GEN STORES INC Consumer Cyclical 3,893.0 $2.8M 0.00% +4K +1038.3% $726.69 +13.5%
858 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 77,835.0 $2.8M 0.00% +19K +32.9% $36.11 +10.1%
859 SB SAFE BULKERS INC Industrials 443,388.0 $2.8M 0.00% +442K +10000.0% $6.32 +9.3%
860 TZOO TRAVELZOO Communication Services 471,414.0 $2.8M 0.00% -4K -0.8% $5.92 +57.7%
Page 43 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%