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Portfolio (Quarterly) Guide ↗

Clearbridge Investments, LLC

· CIK 0001348883
13F Portfolio $114.9B AUM 794 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 196 Added 367 Reduced 56 Exited
Page 8 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTRA Natera Inc Healthcare 893,322.0 $178.7M 0.16% +103K +13.1% $199.99 +1.6%
142 ALC Alcon AG Healthcare 2,377,400.0 $178.3M 0.15% +237K +11.1% $74.98 -11.5%
143 TECK Teck Resources Ltd Basic Materials 3,387,604.0 $175.3M 0.15% -517K -13.2% $51.75 +26.1%
144 IDXX Idexx Laboratories Inc Healthcare 308,477.0 $173.3M 0.15% +16K +5.3% $561.89 -1.9%
145 GILD Gilead Sciences Inc Healthcare 1,231,150.0 $171.6M 0.15% +9K +0.8% $139.37 -4.1%
146 BJ BJ's Wholesale Club Holdings Inc Consumer Defensive 1,738,630.0 $171.1M 0.15% +91K +5.5% $98.42 -14.4%
147 TD Toronto-Dominion Bank/The Financial Services 1,835,518.0 $169.9M 0.15% -251K -12.1% $92.58 +21.2%
148 BWXT BWX Technologies Inc Industrials 827,836.0 $169.3M 0.15% -46K -5.2% $204.49 -2.7%
149 ARGX Argenx SE Healthcare 231,356.0 $168.9M 0.15% -282K -55.0% $730.25 +12.4%
150 PAGP Plains GP Holdings LP Energy 6,946,082.0 $168.7M 0.15% +44K +0.6% $24.28 +2.5%
151 MU Micron Technology Inc Technology 486,917.0 $164.5M 0.14% -196K -28.6% $337.84 +174.8%
152 AXON Axon Enterprise Inc Industrials 372,326.0 $158.1M 0.14% +28K +8.3% $424.69 -7.9%
153 SNOW Snowflake Inc Technology 1,035,355.0 $156.2M 0.14% $150.82 +16.2%
154 SE Sea Ltd Consumer Cyclical 1,882,679.0 $155.9M 0.14% -153K -7.5% $82.81 +12.9%
155 FNV Franco-Nevada Corp Basic Materials 628,775.0 $155.3M 0.14% -19K -2.9% $247.05 -9.6%
156 EIX Edison International Utilities 2,108,552.0 $154.3M 0.13% +48K +2.4% $73.18 -2.1%
157 HOOD Robinhood Markets Inc Financial Services 2,201,406.0 $152.6M 0.13% +342K +18.4% $69.30 +10.0%
158 BMO Bank of Montreal Financial Services 1,132,160.0 $152.0M 0.13% -53K -4.5% $134.25 +21.5%
159 BURL Burlington Stores Inc Consumer Cyclical 467,043.0 $152.0M 0.13% -91K -16.4% $325.38 +0.3%
160 TDY Teledyne Technologies Inc Technology 245,617.0 $148.6M 0.13% -13K -5.0% $605.01 +1.2%
Page 8 of 35  ·  690 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 25.2%
Industrials 12.9%
Financial Services 11.4%
Healthcare 10.9%
Communication Services 9.3%
Consumer Cyclical 8.3%
Energy 7.9%
Basic Materials 5.4%
Utilities 4.3%
Consumer Defensive 2.8%