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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 5 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 1,594,669.0 $167.8M 0.28% NEW $105.25 +8.8%
82 PEP PEPSICO INC Consumer Defensive 1,154,871.0 $165.7M 0.27% NEW $143.50 +4.7%
83 GS GOLDMAN SACHS GROUP INC Financial Services 187,003.0 $164.4M 0.27% NEW $878.92 +6.7%
84 NYT NEW YORK TIMES CO Communication Services 2,356,117.0 $163.5M 0.27% NEW $69.40 +8.4%
85 WIX WIX COM LTD Technology 1,546,022.0 $160.6M 0.26% NEW $103.85 -48.8%
86 PDD PDD HOLDINGS INC Consumer Cyclical 1,411,514.0 $160.0M 0.26% NEW $113.38 -14.6%
87 JXN JACKSON FINANCIAL INC Financial Services 1,497,825.0 $159.7M 0.26% NEW $106.63 +2.7%
88 MS MORGAN STANLEY Financial Services 888,587.0 $157.7M 0.26% NEW $177.51 +8.6%
89 MCO MOODYS CORP Financial Services 307,920.0 $157.3M 0.26% NEW $510.76 -14.1%
90 BMO BANK MONTREAL QUE Financial Services 1,201,968.0 $156.3M 0.26% NEW $130.02 +18.9%
91 AMD ADVANCED MICRO DEVICES INC Technology 717,984.0 $153.7M 0.25% NEW $214.13 +95.9%
92 ACWX ISHARES TR 2,252,690.0 $151.2M 0.25% NEW $67.13 +10.1%
93 KLAC KLA CORP Technology 124,011.0 $150.7M 0.25% NEW $1214.87 +44.2%
94 TEAM ATLASSIAN CORPORATION Technology 902,939.0 $146.4M 0.24% NEW $162.10 -46.9%
95 MRSH MARSH & MCLENNAN COS INC Financial Services 747,581.0 $138.7M 0.23% NEW $185.48 -9.8%
96 KO COCA COLA CO Consumer Defensive 1,977,386.0 $138.2M 0.23% NEW $69.90 +17.8%
97 MDT MEDTRONIC PLC Healthcare 1,417,793.0 $136.2M 0.22% NEW $96.04 -18.6%
98 BK BANK NEW YORK MELLON CORP Financial Services 1,169,597.0 $135.8M 0.22% NEW $116.08 +18.5%
99 BOX BOX INC Technology 4,494,802.0 $134.4M 0.22% NEW $29.90 -13.5%
100 AYI ACUITY INC Industrials 370,600.0 $133.4M 0.22% NEW $359.98 -23.2%
Page 5 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%