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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 14 of 33  ·  647 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PUT CANADIAN IMPERIAL BANK OF CO 352,000.0 $33.4M 0.03% NEW $94.75
262 AX AXOS FINANCIAL INC Financial Services 379,784.0 $32.3M 0.03% +4K +1.2% $85.09 +1.2%
263 ECL ECOLAB INC Basic Materials 120,954.0 $32.2M 0.03% +23K +22.9% $266.02 -4.8%
264 CRS CARPENTER TECHNOLOGY CORP Industrials 80,613.0 $31.8M 0.03% +7K +9.8% $394.15 +10.1%
265 CW CURTISS WRIGHT CORP Industrials 46,317.0 $31.5M 0.03% +19K +68.6% $681.12 +7.4%
266 CMS CMS ENERGY CORP Utilities 405,712.0 $31.5M 0.03% $77.58 -3.9%
267 CL COLGATE PALMOLIVE CO Consumer Defensive 366,133.0 $31.2M 0.03% -40K -9.8% $85.23 +6.3%
268 SFBS SERVISFIRST BANCSHARES INC Financial Services 425,687.0 $31.0M 0.03% +6K +1.4% $72.83 +6.3%
269 SAP SAP SE Technology 180,926.0 $31.0M 0.03% $171.21 +2.8%
270 TRGP TARGA RES CORP Energy 121,527.0 $30.5M 0.03% -12K -8.6% $250.73 +10.4%
271 CEG CONSTELLATION ENERGY CORP Utilities 108,929.0 $30.4M 0.03% +6K +6.1% $279.25 +5.3%
272 LCII LCI INDS Consumer Cyclical 234,825.0 $28.9M 0.03% $122.98 -9.2%
273 PM PHILIP MORRIS INTL INC Consumer Defensive 173,353.0 $28.7M 0.03% $165.34 +14.3%
274 FE FIRSTENERGY CORP Utilities 562,599.0 $28.5M 0.03% $50.66 -8.6%
275 HYG ISHARES TR 354,301.0 $28.2M 0.03% $79.56 +0.4%
276 ARES ARES MANAGEMENT CORPORATION Financial Services 257,703.0 $28.1M 0.03% +42K +19.5% $109.10 +14.0%
277 LRCX LAM RESEARCH CORP Technology 130,879.0 $28.0M 0.03% -1.0M -88.5% $213.66 +42.9%
278 VCLT VANGUARD SCOTTSDALE FDS 372,629.0 $27.8M 0.03% +13K +3.5% $74.72 -0.3%
279 NEBIUS GROUP N.V. 260,700.0 $27.1M 0.03% NEW $103.76
280 BBIO BRIDGEBIO PHARMA INC Healthcare 356,400.0 $26.5M 0.02% +311K +681.6% $74.26 -6.9%
Page 14 of 33  ·  647 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%