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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 20 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BRO BROWN & BROWN INC Financial Services 16,850.0 $1.1M 0.07% NEW $64.15 +8.1%
382 S SENTINELONE INC Technology 63,612.0 $1.1M 0.07% NEW $16.97 +32.5%
383 SOLV SOLVENTUM CORP Healthcare 13,928.0 $1.1M 0.07% NEW $77.15 +13.4%
384 RGR STURM RUGER & CO INC Industrials 27,958.0 $1.1M 0.07% NEW $37.85 -0.7%
385 MSFT MICROSOFT CORP Technology 2,822.0 $1.1M 0.07% NEW $373.02 +29.1%
386 EXEL EXELIXIS INC Healthcare 19,340.0 $1.1M 0.07% NEW $54.41 -2.4%
387 CTVA CORTEVA INC Basic Materials 12,390.0 $1.0M 0.07% NEW $84.69 -8.0%
388 EXPAND ENERGY CORPORATION 11,451.0 $1.0M 0.07% NEW $91.19
389 SNA SNAP ON INC Industrials 2,594.0 $1.0M 0.07% NEW $402.40 -1.7%
390 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 92,642.0 $1.0M 0.07% NEW $11.15 -9.5%
391 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 84,811.0 $1.0M 0.07% NEW $12.10 -3.3%
392 NEBIUS GROUP N.V. 3,688.0 $1.0M 0.07% NEW $276.17
393 NVST ENVISTA HOLDINGS CORPORATION Healthcare 38,610.0 $1.0M 0.07% NEW $26.35 +5.6%
394 WGO WINNEBAGO INDS INC Consumer Cyclical 32,561.0 $1.0M 0.07% NEW $31.24 +0.3%
395 BLK BLACKROCK INC Financial Services 1,047.0 $1.0M 0.07% NEW $961.56 +20.0%
396 CFG CITIZENS FINL GROUP INC Financial Services 14,354.0 $1.0M 0.07% NEW $70.07 +4.8%
397 ES EVERSOURCE ENERGY Utilities 13,857.0 $1.0M 0.07% NEW $72.27 -0.1%
398 OXY OCCIDENTAL PETE CORP Energy 20,506.0 $996K 0.07% NEW $48.57 +23.1%
399 WCN WASTE CONNECTIONS INC Industrials 5,906.0 $984K 0.06% NEW $166.69 -0.7%
400 CTRE CARETRUST REIT INC Real Estate 24,343.0 $982K 0.06% NEW $40.35 -2.6%
Page 20 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%