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Portfolio (Quarterly) Guide ↗

1832 Asset Management L.P.

· CIK 0000944388
13F Portfolio $108.8B AUM 647 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 242 Added 256 Reduced 124 Exited
Page 8 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PUT INVESCO EXCH TRADED FD TR II 1,010,000.0 $20.6M 0.02% +510K +102.0% $20.41
142 SPG SIMON PPTY GROUP INC NEW Real Estate 108,732.0 $20.3M 0.02% +96K +775.5% $186.53 +9.6%
143 CTAS CINTAS CORP Industrials 119,157.0 $20.2M 0.02% +11K +10.3% $169.14 +2.2%
144 SJNK SPDR SERIES TRUST 748,723.0 $18.7M 0.02% +33K +4.6% $24.98 +0.2%
145 SHEL SHELL PLC Energy 198,239.0 $18.4M 0.02% +30K +18.1% $93.00 -7.8%
146 FIW FIRST TR EXCHANGE-TRADED FD 177,700.0 $18.3M 0.02% +9K +5.2% $103.13 -0.9%
147 PIO INVESCO EXCH TRADED FD TR II 400,105.0 $17.4M 0.02% +16K +4.1% $43.42 +1.1%
148 IEI ISHARES TR 145,646.0 $17.3M 0.02% +5K +3.9% $118.60 -1.2%
149 CUBE CUBESMART Real Estate 469,659.0 $17.2M 0.02% +59K +14.4% $36.65 +9.3%
150 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 147,600.0 $16.9M 0.02% +20K +15.6% $114.73 -10.0%
151 MKC MCCORMICK & CO INC Consumer Defensive 334,587.0 $16.9M 0.02% +36K +12.0% $50.44 -5.2%
152 UPS UNITED PARCEL SVCS INC Industrials 167,337.0 $16.5M 0.01% +2K +1.3% $98.38 +2.7%
153 TDY TELEDYNE TECHNOLOGIES INC Technology 27,200.0 $16.5M 0.01% +23K +597.4% $605.01 +2.6%
154 LNT ALLIANT ENERGY CORP Utilities 219,600.0 $15.8M 0.01% +39K +21.3% $71.76 +3.1%
155 AVB AVALONBAY CMNTYS INC Real Estate 90,950.0 $14.9M 0.01% +3K +3.8% $163.35 +13.7%
156 ALL ALLSTATE CORP Financial Services 68,280.0 $14.2M 0.01% +33K +91.8% $207.34 +4.5%
157 COHR COHERENT CORP Technology 58,363.0 $13.9M 0.01% +22K +62.4% $238.21 +58.5%
158 SCHW SCHWAB CHARLES CORP Financial Services 147,659.0 $13.9M 0.01% +3K +2.0% $93.98 -4.1%
159 MAC MACERICH CO Real Estate 727,706.0 $13.8M 0.01% +227K +45.4% $18.90 +17.3%
160 PR PERMIAN RESOURCES CORP Energy 637,494.0 $13.6M 0.01% +20K +3.3% $21.32 -4.1%
Page 8 of 13  ·  242 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
Financial Services 22.8%
Technology 21.4%
Industrials 11.3%
Energy 11.3%
Consumer Cyclical 7.6%
Healthcare 6.9%
Basic Materials 6.3%
Communication Services 5.9%
Utilities 2.3%
Consumer Defensive 2.1%