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Portfolio (Quarterly) Guide ↗

Ensign Peak Advisors, Inc

· CIK 0001454984
13F Portfolio $53.7B AUM 1,708 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 463 Added 475 Reduced 35 Exited
Page 5 of 86  ·  1,708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 483,400.0 $146.2M 0.27% +159K +49.0% $302.48 +2.4%
82 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 1,794,964.0 $144.6M 0.27% +29K +1.7% $80.56 -13.0%
83 SPY STATE STR SPDR S&P 500 ETF T Financial Services 222,123.0 $144.5M 0.27% -158K -41.5% $650.34 +14.2%
84 AMD ADVANCED MICRO DEVICES INC Technology 700,245.0 $142.5M 0.27% -17K -2.4% $203.43 +121.0%
85 CI THE CIGNA GROUP Healthcare 527,413.0 $140.7M 0.26% $266.75 +5.7%
86 FOUR SHIFT4 PMTS INC Technology 3,106,441.0 $135.8M 0.25% +463K +17.5% $43.73 -0.5%
87 PFE PFIZER INC Healthcare 4,829,237.0 $135.6M 0.25% -528K -9.9% $28.08 -7.6%
88 WM WASTE MGMT INC DEL Industrials 588,668.0 $135.3M 0.25% -70K -10.6% $229.79 -4.4%
89 CMI CUMMINS INC Industrials 238,868.0 $128.5M 0.24% +76K +46.6% $538.02 +18.7%
90 DHR DANAHER CORP DEL Healthcare 677,010.0 $128.4M 0.24% -94K -12.2% $189.60 -8.6%
91 TXN TEXAS INSTRS INC Technology 658,926.0 $127.9M 0.24% -13K -2.0% $194.14 +57.0%
92 BX BLACKSTONE INC Financial Services 1,079,391.0 $124.1M 0.23% +77K +7.7% $114.99 +3.1%
93 UNP UNION PAC CORP Industrials 508,572.0 $123.4M 0.23% -141K -21.6% $242.62 +9.6%
94 INTU INTUIT Technology 278,293.0 $120.3M 0.22% $432.38 -29.0%
95 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,287,220.0 $118.8M 0.22% -194K -13.1% $92.31 +0.0%
96 C CITIGROUP INC Financial Services 1,019,367.0 $115.6M 0.21% -43K -4.1% $113.41 +10.4%
97 ELF E L F BEAUTY INC Consumer Defensive 1,898,555.0 $115.1M 0.21% +579K +43.9% $60.61 -12.4%
98 EOG EOG RES INC Energy 791,614.0 $114.4M 0.21% -26K -3.1% $144.57 -3.2%
99 FAST FASTENAL CO Industrials 2,417,678.0 $112.2M 0.21% -513K -17.5% $46.40 -6.2%
100 CSGP COSTAR GROUP INC Real Estate 2,734,289.0 $110.3M 0.21% +2.2M +372.8% $40.34 -15.9%
Page 5 of 86  ·  1,708 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 32.8%
Healthcare 12.1%
Financial Services 12.1%
Communication Services 10.0%
Consumer Cyclical 9.3%
Industrials 7.4%
Energy 5.3%
Consumer Defensive 4.2%
Utilities 3.6%
Basic Materials 1.6%