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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 17 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TFII TRANSFORCE INC Industrials 47,562.0 $5.2M 0.01% -1K -2.9% $108.63 +35.2%
322 FOXA FOX CORP Communication Services 88,327.0 $5.2M 0.01% +33K +59.9% $58.40 +10.0%
323 NTAP NETAPP INC Technology 49,423.0 $5.1M 0.01% NEW $102.39 +21.1%
324 AIG AMERICAN INTL GROUP INC Financial Services 67,069.0 $5.0M 0.01% +12K +22.5% $75.25 +4.5%
325 GILD GILEAD SCIENCES INC Healthcare 35,836.0 $5.0M 0.01% -76K -68.1% $139.37 -6.4%
326 SPY STATE STREET SPDR S&P 500 ETF T Financial Services 7,645.0 $5.0M 0.01% +2K +38.2% $650.37 +14.2%
327 HBAN HUNTINGTON BANCSHARES INC Financial Services 317,132.0 $5.0M 0.01% +132K +71.1% $15.65 +1.3%
328 WSC WILLSCOT HLDGS CORP Industrials 285,307.0 $5.0M 0.01% -34K -10.7% $17.36 +36.9%
329 APTIV PLC 71,029.0 $4.9M 0.01% +19K +36.0% $69.44
330 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 435,122.0 $4.9M 0.01% +200K +84.9% $11.27 +17.5%
331 LEIDOS HOLDINGS INC 31,022.0 $4.8M 0.01% -4K -10.3% $155.52
332 DG DOLLAR GEN CORP Consumer Defensive 40,625.0 $4.8M 0.01% +15K +57.5% $118.73 -11.5%
333 CAT CATERPILLAR INC Industrials 6,701.0 $4.7M 0.01% +4K +127.1% $708.46 +22.2%
334 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 35,626.0 $4.7M 0.01% +28K +399.4% $131.74 +18.0%
335 NE NOBLE CORP PLC Energy 95,598.0 $4.7M 0.01% NEW $49.07 +6.7%
336 PRDO PERDOCEO ED CORP Consumer Defensive 124,828.0 $4.6M 0.01% $37.21 -9.1%
337 HSBC HSBC HLDGS PLC Financial Services 55,390.0 $4.6M 0.01% -43K -43.9% $82.49 +11.6%
338 CRGY CRESCENT ENERGY COMPANY Energy 331,433.0 $4.5M 0.01% -6K -1.7% $13.50 -3.0%
339 AIT APPLIED INDL TECHNOLOGIES IN Industrials 16,840.0 $4.5M 0.01% -602.0 -3.5% $265.32 +15.2%
340 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 78,194.0 $4.4M 0.01% +1K +1.4% $56.45 -9.6%
Page 17 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%