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Portfolio (Quarterly) Guide ↗

Ensign Peak Advisors, Inc

· CIK 0001454984
13F Portfolio $56.6B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1685 New
Page 56 of 85  ·  1,685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 THO THOR INDS INC Consumer Cyclical 3,064.0 $315K 0.00% NEW $102.67 -27.2%
1102 REZI RESIDEO TECHNOLOGIES INC Industrials 8,956.0 $315K 0.00% NEW $35.12 -17.6%
1103 FLR FLUOR CORP NEW Industrials 7,934.0 $314K 0.00% NEW $39.63 +12.5%
1104 BNL BROADSTONE NET LEASE INC Real Estate 18,050.0 $314K 0.00% NEW $17.37 +17.5%
1105 CVCO CAVCO INDS INC DEL Consumer Cyclical 530.0 $313K 0.00% NEW $590.74 -16.8%
1106 ACIW ACI WORLDWIDE INC Technology 6,544.0 $313K 0.00% NEW $47.81 -11.1%
1107 GHC GRAHAM HLDGS CO Consumer Defensive 284.0 $312K 0.00% NEW $1098.60 -0.2%
1108 AMKR AMKOR TECHNOLOGY INC Technology 7,880.0 $311K 0.00% NEW $39.48 +66.9%
1109 VNO VORNADO RLTY TR Real Estate 9,320.0 $310K 0.00% NEW $33.28 -5.0%
1110 MILLROSE PPTYS INC 10,370.0 $310K 0.00% NEW $29.87
1111 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,731.0 $308K 0.00% NEW $35.30 +6.7%
1112 CBSH COMMERCE BANCSHARES INC Financial Services 5,875.0 $307K 0.00% NEW $52.34 -0.3%
1113 LFUS LITTELFUSE INC Technology 1,207.0 $305K 0.00% NEW $252.92 +75.5%
1114 AIR AAR CORP Industrials 3,661.0 $303K 0.00% NEW $82.79 +31.1%
1115 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3,165.0 $301K 0.00% NEW $95.26 +17.0%
1116 VISN COMMSCOPE HLDG CO INC Technology 16,450.0 $298K 0.00% NEW $18.13 -35.9%
1117 ACHR ARCHER AVIATION INC Industrials 39,542.0 $297K 0.00% NEW $7.52 -18.6%
1118 QS QUANTUMSCAPE CORP Consumer Cyclical 28,498.0 $297K 0.00% NEW $10.42 -26.4%
1119 ADT ADT INC DEL Industrials 36,692.0 $296K 0.00% NEW $8.07 -13.3%
1120 MMSI MERIT MED SYS INC Healthcare 3,344.0 $295K 0.00% NEW $88.14 -27.8%
Page 56 of 85  ·  1,685 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 34.8%
Financial Services 12.9%
Healthcare 12.6%
Communication Services 10.1%
Consumer Cyclical 9.8%
Industrials 6.3%
Energy 4.0%
Consumer Defensive 3.9%
Utilities 3.2%
Real Estate 1.2%