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Portfolio (Quarterly) Guide ↗

Clearbridge Investments, LLC

· CIK 0001348883
13F Portfolio $124.9B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 697 New
Page 23 of 35  ·  697 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DLR Digital Realty Trust Inc Real Estate 107,872.0 $16.7M 0.01% NEW $154.71 +23.6%
442 EQR Equity Residential Real Estate 259,264.0 $16.3M 0.01% NEW $63.04 +4.0%
443 TotalEnergies SE 242,553.0 $15.9M 0.01% NEW $65.42
444 Cooper Cos Inc/The 193,305.0 $15.8M 0.01% NEW $81.96
445 VKTX Viking Therapeutics Inc Healthcare 444,840.0 $15.6M 0.01% NEW $35.18 -9.3%
446 SSD Simpson Manufacturing Co Inc Industrials 93,625.0 $15.1M 0.01% NEW $161.47 +19.6%
447 TYL Tyler Technologies Inc Technology 33,131.0 $15.0M 0.01% NEW $453.96 -32.2%
448 IWF iShares Russell 1000 Growth ETF 31,432.0 $14.9M 0.01% NEW $473.30 -73.1%
449 UTI Universal Technical Institute Inc Consumer Defensive 555,573.0 $14.5M 0.01% NEW $26.13 +47.7%
450 WTW Willis Towers Watson PLC Financial Services 44,159.0 $14.5M 0.01% NEW $328.60 -23.3%
451 GPGI CompoSecure Inc Industrials 731,883.0 $14.1M 0.01% NEW $19.28 -37.2%
452 ARWR Arrowhead Pharmaceuticals Inc Healthcare 208,062.0 $13.8M 0.01% NEW $66.39 +16.0%
453 GATX GATX Corp Industrials 80,743.0 $13.7M 0.01% NEW $169.60 -0.1%
454 OZK Bank OZK Financial Services 295,257.0 $13.6M 0.01% NEW $46.02 +5.5%
455 SRRK Scholar Rock Holding Corp Healthcare 295,475.0 $13.0M 0.01% NEW $44.05 +12.1%
456 NTSK Netskope Inc Technology 737,933.0 $12.9M 0.01% NEW $17.54 -34.4%
457 CLBT CELLEBRITE DI LTD Technology 713,214.0 $12.9M 0.01% NEW $18.03 -22.5%
458 EEFT Euronet Worldwide Inc Technology 167,291.0 $12.7M 0.01% NEW $76.11 -4.6%
459 GKOS Glaukos Corp Healthcare 112,022.0 $12.6M 0.01% NEW $112.91 -5.3%
460 IWP iShares Russell Mid-Cap Growth ETF 91,708.0 $12.6M 0.01% NEW $136.94 +3.6%
Page 23 of 35  ·  697 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 29.3%
Financial Services 11.9%
Industrials 11.2%
Healthcare 10.3%
Consumer Cyclical 9.3%
Communication Services 9.1%
Energy 6.0%
Basic Materials 4.6%
Utilities 3.6%
Consumer Defensive 2.8%