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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 7 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMT AMERICAN TOWER CORP Real Estate 735,606.0 $126.9M 0.18% +45K +6.6% $172.56 +6.1%
122 KEYS KEYSIGHT TECHNOLOGIES INC Technology 436,381.0 $123.2M 0.17% +406K +1345.1% $282.29 +20.6%
123 ED CONSOLIDATED EDISON INC Utilities 1,087,843.0 $123.1M 0.17% +25K +2.4% $113.16 -5.9%
124 CRUS CIRRUS LOGIC INC Technology 834,284.0 $120.6M 0.17% +129K +18.4% $144.58 +10.9%
125 MMM 3M CO Industrials 828,844.0 $120.4M 0.17% +594K +253.5% $145.20 +5.0%
126 ORCL ORACLE CORP Technology 817,947.0 $120.3M 0.17% +187K +29.6% $147.09 +26.9%
127 AME AMETEK INC Industrials 560,118.0 $120.1M 0.17% +66K +13.3% $214.33 +3.2%
128 FSM FORTUNA MNG CORP Basic Materials 11,983,849.0 $118.7M 0.17% +601K +5.3% $9.91 -4.2%
129 VICI VICI PPTYS INC Real Estate 4,341,393.0 $118.6M 0.17% +3.5M +447.1% $27.32 +4.3%
130 GFI GOLD FIELDS LTD Basic Materials 2,610,671.0 $118.5M 0.17% +487K +22.9% $45.38 -10.7%
131 LMT LOCKHEED MARTIN CORP Industrials 195,884.0 $118.4M 0.17% +133K +209.3% $604.28 -12.6%
132 CFG CITIZENS FINL GROUP INC Financial Services 1,960,174.0 $117.5M 0.17% +1.5M +332.0% $59.96 +2.3%
133 IBM INTERNATIONAL BUSINESS MACHS Technology 481,905.0 $116.8M 0.17% +253K +110.4% $242.34 -8.1%
134 REGN REGENERON PHARMACEUTICALS Healthcare 151,191.0 $116.8M 0.17% -295K -66.1% $772.41 -18.5%
135 FORTINET INC 1,422,714.0 $116.2M 0.17% +882K +163.2% $81.70
136 CAT CATERPILLAR INC Industrials 163,869.0 $116.1M 0.17% +143K +675.6% $708.33 +21.4%
137 CHE CHEMED CORP NEW Healthcare 306,886.0 $115.9M 0.16% +71K +29.9% $377.62 +16.5%
138 SNAP SNAP INC Communication Services 25,033,425.0 $115.1M 0.16% +19.4M +348.0% $4.60 +23.3%
139 UBS UBS GROUP AG Financial Services 2,971,356.0 $113.6M 0.16% -13.2M -81.6% $38.24 +21.1%
140 BOX BOX INC Technology 4,725,486.0 $111.7M 0.16% +231K +5.1% $23.63 +8.8%
Page 7 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%