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Portfolio (Quarterly) Guide ↗

Grantham, Mayo, Van Otterloo & Co. LLC

· CIK 0001352662
13F Portfolio $39.1B AUM 628 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 286 Added 213 Reduced 110 Exited
Page 11 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SAP SAP SE Technology 100,987.0 $17.3M 0.04% +25K +32.1% $171.21 +5.1%
202 STLD STEEL DYNAMICS INC Basic Materials 94,527.0 $17.0M 0.04% -41K -30.0% $180.00 +26.8%
203 ONESTREAM INC 676,553.0 $16.2M 0.04% NEW $24.00
204 SEM SELECT MED HLDGS CORP Healthcare 986,809.0 $16.1M 0.04% NEW $16.29 +1.4%
205 WBD WARNER BROS DISCOVERY INC Communication Services 581,368.0 $16.0M 0.04% +34K +6.3% $27.46 -0.1%
206 AXP AMERICAN EXPRESS CO Financial Services 50,449.0 $15.3M 0.04% +27K +111.2% $302.48 +2.4%
207 WY WEYERHAEUSER CO Real Estate 624,564.0 $15.3M 0.04% -9K -1.4% $24.43 -4.9%
208 VMI VALMONT INDS INC Industrials 37,442.0 $15.0M 0.04% -2K -4.4% $399.57 +26.0%
209 STEP STEPSTONE GROUP INC Financial Services 312,011.0 $14.9M 0.04% -40K -11.4% $47.72 +9.0%
210 PGR PROGRESSIVE CORP Financial Services 73,189.0 $14.5M 0.04% -3K -3.7% $198.24 +2.2%
211 ENTG ENTEGRIS INC Technology 120,864.0 $14.2M 0.04% -137K -53.1% $117.24 +12.1%
212 PNC PNC FINL SVCS GROUP INC Financial Services 67,972.0 $14.1M 0.04% +3K +5.4% $208.09 +4.2%
213 EQNR EQUINOR ASA Energy 334,540.0 $14.1M 0.04% +134K +67.2% $42.20 -8.4%
214 FDX FEDEX CORP Industrials 39,619.0 $14.1M 0.04% -38K -49.0% $356.18 +9.2%
215 OLED UNIVERSAL DISPLAY CORP Technology 152,054.0 $13.9M 0.04% +2K +1.4% $91.66 -0.1%
216 RBC RBC BEARINGS INC Industrials 25,146.0 $13.7M 0.04% -43K -63.0% $543.12 +5.1%
217 FOLD AMICUS THERAPEUTIC Healthcare 941,266.0 $13.6M 0.04% NEW $14.46 +0.2%
218 EQT EQT CORP Energy 213,334.0 $13.6M 0.04% +145K +211.1% $63.64 -9.3%
219 TEL TE CONNECTIVITY PLC Technology 64,586.0 $13.5M 0.04% -3K -4.7% $209.02 -3.7%
220 UHS UNIVERSAL HLTH SVCS INC Healthcare 74,740.0 $13.4M 0.03% +34K +82.8% $178.97 -8.2%
Page 11 of 32  ·  628 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 31.3%
Healthcare 23.8%
Communication Services 12.0%
Financial Services 10.3%
Consumer Cyclical 8.3%
Consumer Defensive 5.3%
Energy 3.0%
Industrials 2.9%
Basic Materials 2.6%
Utilities 0.4%