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Portfolio (Quarterly) Guide ↗

Huber Capital Management LLC

· CIK 0001511697
13F Portfolio $647.4B AUM 99 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 18 Added 53 Reduced 9 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 4,500.0 $559K 0.09% $124.28 +6.6%
82 D DOMINION ENERGY INC Utilities 8,635.0 $534K 0.08% NEW $61.82 +1.9%
83 DTE DTE ENERGY CO Utilities 3,638.0 $532K 0.08% -3K -45.2% $146.22 -1.7%
84 EOG EOG RES INC Energy 3,300.0 $477K 0.07% -4K -54.8% $144.57 -5.9%
85 BKH BLACK HILLS CORP Utilities 6,861.0 $476K 0.07% -4K -38.8% $69.41 +4.9%
86 LENNAR CORP 5,560.0 $468K 0.07% $84.12
87 ES EVERSOURCE ENERGY Utilities 6,273.0 $435K 0.07% -3K -29.6% $69.28 -0.7%
88 NWE NORTHWESTERN ENERGY GROUP IN Utilities 6,555.0 $432K 0.07% -6K -45.7% $65.94 +8.7%
89 MLM MARTIN MARIETTA MATLS INC Basic Materials 692.0 $407K 0.06% -1K -66.9% $588.68 -2.3%
90 HAL HALLIBURTON CO Energy 9,900.0 $386K 0.06% -11K -52.6% $38.99 +5.9%
91 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,781.0 $378K 0.06% -641.0 -18.7% $136.09 -8.7%
92 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 54,200.0 $359K 0.06% -5K -8.4% $6.63 -12.7%
93 VRSN VERISIGN INC Technology 1,400.0 $348K 0.05% $248.36 +18.0%
94 CHRD CHORD ENERGY CORPORATION Energy 2,387.0 $339K 0.05% -3K -51.4% $142.18 +4.4%
95 GPOR GULFPORT ENERGY CORP Energy 1,500.0 $317K 0.05% -1K -40.0% $211.57 -14.1%
96 VAL VALARIS LTD Energy 3,200.0 $314K 0.05% -7K -68.6% $98.04 +5.3%
97 PWR QUANTA SVCS INC Industrials 503.0 $276K 0.04% -567.0 -53.0% $549.02 +42.1%
98 GS GOLDMAN SACHS GROUP INC Financial Services 300.0 $254K 0.04% $845.99 +14.5%
99 BORR DRILLING LTD 39,900.0 $230K 0.04% -45K -53.0% $5.77
Page 5 of 5  ·  99 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
Financial Services 23.7%
Energy 20.7%
Industrials 12.4%
Healthcare 11.6%
Technology 9.8%
Consumer Defensive 8.9%
Utilities 4.8%
Communication Services 3.9%
Consumer Cyclical 3.7%
Basic Materials 0.5%