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Portfolio (Quarterly) Guide ↗

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

· CIK 0001536186
13F Portfolio $1.5B AUM 1,872 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 625 New
Page 19 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CGNX COGNEX CORP Technology 16,511.0 $1.2M 0.08% NEW $72.42 -12.4%
362 AEE AMEREN CORP Utilities 10,514.0 $1.2M 0.08% NEW $113.04 -2.8%
363 ESS ESSEX PPTY TR INC Real Estate 4,066.0 $1.2M 0.08% NEW $291.59 -1.8%
364 WFRD WEATHERFORD INTL PLC Energy 14,410.0 $1.2M 0.08% NEW $81.50 +12.0%
365 HBAN HUNTINGTON BANCSHARES INC Financial Services 66,098.0 $1.2M 0.08% NEW $17.73 -0.5%
366 CCI CROWN CASTLE INC Real Estate 15,435.0 $1.2M 0.08% NEW $75.73 -1.1%
367 ONON ON HLDG AG Consumer Cyclical 32,835.0 $1.2M 0.07% NEW $35.42 -11.3%
368 EPAM EPAM SYS INC Technology 14,638.0 $1.2M 0.07% NEW $79.35 +29.4%
369 ADC AGREE RLTY CORP Real Estate 15,270.0 $1.2M 0.07% NEW $75.74 -1.7%
370 FIX COMFORT SYS USA INC Industrials 583.0 $1.2M 0.07% NEW $1981.95 -11.8%
371 VMI VALMONT INDS INC Industrials 1,996.0 $1.2M 0.07% NEW $577.60 -15.4%
372 MOH MOLINA HEALTHCARE INC Healthcare 5,032.0 $1.2M 0.07% NEW $228.70 -10.2%
373 SBUX STARBUCKS CORP Consumer Cyclical 11,247.0 $1.1M 0.07% NEW $102.19 +4.8%
374 CARS CARS COM INC Consumer Cyclical 103,179.0 $1.1M 0.07% NEW $10.94 +10.0%
375 M MACYS INC Consumer Cyclical 47,689.0 $1.1M 0.07% NEW $23.55 +0.0%
376 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 84,212.0 $1.1M 0.07% NEW $13.02 +4.0%
377 GDDY GODADDY INC Technology 12,859.0 $1.1M 0.07% NEW $84.88 +14.5%
378 AOS SMITH A O CORP Industrials 17,377.0 $1.1M 0.07% NEW $62.72 -2.4%
379 BXP BXP INC Real Estate 16,354.0 $1.1M 0.07% NEW $66.31 +0.3%
380 ARES ARES MANAGEMENT CORPORATION Financial Services 9,722.0 $1.1M 0.07% NEW $111.31 +26.2%
Page 19 of 32  ·  625 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
Consumer Cyclical 19.6%
Consumer Defensive 15.2%
Technology 14.4%
Industrials 12.2%
Financial Services 10.7%
Healthcare 8.8%
Communication Services 6.8%
Real Estate 5.0%
Energy 2.7%
Utilities 2.6%