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Portfolio (Quarterly) Guide ↗

DUPONT CAPITAL MANAGEMENT CORP

· CIK 0001128251
13F Portfolio $879M AUM 101 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 12 Added 20 Reduced 10 Exited
Page 2 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T ATT INC Communication Services 447,771.0 $13.0M 1.48% +45K +11.2% $28.99 -14.1%
22 TJX TJX COMPANIES INC Consumer Cyclical 78,077.0 $12.5M 1.42% $159.70 -1.7%
23 MRK MERCK CO. INC. Healthcare 101,853.0 $12.3M 1.39% NEW $120.29 -0.0%
24 ABBV ABBVIE INC Healthcare 56,052.0 $12.2M 1.39% -9K -14.0% $217.49 -1.0%
25 HD HOME DEPOT INC Consumer Cyclical 36,822.0 $12.1M 1.38% +20K +121.8% $328.89 -3.4%
26 PH PARKER HANNIFIN CORP Industrials 13,202.0 $11.8M 1.34% $895.24 -4.3%
27 CB CHUBB LTD Financial Services 36,139.0 $11.8M 1.34% $325.93 -1.6%
28 BAC BANK OF AMERICA CORP Financial Services 241,110.0 $11.8M 1.34% -30K -11.1% $48.75 +4.8%
29 ADI ANALOG DEVICES INC Technology 36,793.0 $11.7M 1.33% $318.14 +31.0%
30 UNP UNION PACIFIC CORP Industrials 46,285.0 $11.2M 1.28% +10K +28.4% $242.62 +15.2%
31 XOM EXXON MOBIL CORP Energy 62,388.0 $10.6M 1.21% $169.66 -11.7%
32 TSLA TESLA INC Consumer Cyclical 27,353.0 $10.2M 1.16% +3K +12.8% $371.75 +18.5%
33 FXI ISHARES CHINA LARGE CAP ETF 276,193.0 $9.9M 1.13% $35.90 -1.6%
34 EMR EMERSON ELECTRIC CO Industrials 75,328.0 $9.9M 1.12% $131.02 +6.6%
35 XLE STATE STREET ENERGY SELECT SEC 158,054.0 $9.7M 1.10% NEW $61.26 -7.0%
36 AMAT APPLIED MATERIALS INC Technology 28,212.0 $9.6M 1.10% -9K -23.8% $341.79 +31.1%
37 MS MORGAN STANLEY Financial Services 57,317.0 $9.4M 1.07% -20K -26.2% $164.57 +22.5%
38 AME AMETEK INC Industrials 43,771.0 $9.4M 1.07% NEW $214.36 +5.6%
39 WAB WABTEC CORP Industrials 36,905.0 $9.2M 1.05% -13K -25.4% $249.91 +4.4%
40 FCX FREEPORT MCMORAN INC Basic Materials 148,354.0 $8.7M 0.99% $58.78 +8.2%
Page 2 of 6  ·  101 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 31.5%
Consumer Cyclical 13.2%
Communication Services 12.4%
Financial Services 11.6%
Healthcare 9.7%
Industrials 9.1%
Energy 4.7%
Consumer Defensive 4.3%
Real Estate 2.2%
Basic Materials 1.2%