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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 20 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TRV TRAVELERS COMPANIES INC Financial Services 47,309.0 $13.7M 0.04% -27K -35.9% $290.06 +5.5%
382 CTRE CARETRUST REIT INC Real Estate 379,379.0 $13.7M 0.04% +89K +30.8% $36.16 +14.8%
383 SHW SHERWIN WILLIAMS CO Basic Materials 42,332.0 $13.7M 0.04% NEW $324.03 -6.6%
384 DE DEERE & CO Industrials 29,260.0 $13.6M 0.04% +24K +481.8% $465.57 +21.2%
385 ING ING GROEP N.V. Financial Services 480,527.0 $13.5M 0.04% +188K +64.5% $28.00 +5.5%
386 HUBS HUBSPOT INC Technology 33,275.0 $13.4M 0.04% NEW $401.30 -48.0%
387 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 231,784.0 $13.3M 0.04% +192K +486.9% $57.49 +38.1%
388 EMBJ EMBRAER S.A. Industrials 204,789.0 $13.2M 0.04% -392K -65.7% $64.37 -12.4%
389 GM GENERAL MTRS CO Consumer Cyclical 161,632.0 $13.1M 0.03% NEW $81.32 -10.1%
390 CAH CARDINAL HEALTH INC Healthcare 63,828.0 $13.1M 0.03% NEW $205.50 -2.5%
391 AXGN AXOGEN INC Healthcare 400,527.0 $13.1M 0.03% -99K -19.9% $32.73 +30.4%
392 PCTY PAYLOCITY HLDG CORP Technology 85,614.0 $13.1M 0.03% -8K -8.3% $152.50 -25.9%
393 PLXS PLEXUS CORP Technology 88,608.0 $13.0M 0.03% +14K +19.5% $147.00 +76.1%
394 PRU PRUDENTIAL FINL INC Financial Services 115,333.0 $13.0M 0.03% +47K +69.8% $112.88 -8.8%
395 APPN APPIAN CORP Technology 367,113.0 $13.0M 0.03% -52K -12.4% $35.42 -38.7%
396 RDWR RADWARE LTD Technology 539,610.0 $13.0M 0.03% -123K -18.6% $24.09 +16.0%
397 FLR FLUOR CORP NEW Industrials 326,525.0 $12.9M 0.03% NEW $39.63 +11.9%
398 XMTR XOMETRY INC Industrials 216,598.0 $12.9M 0.03% -53K -19.8% $59.47 +47.9%
399 ALLY ALLY FINL INC Financial Services 284,054.0 $12.9M 0.03% +264K +1352.4% $45.29 -9.8%
400 REXR REXFORD INDL RLTY INC Real Estate 327,234.0 $12.7M 0.03% NEW $38.72 -8.9%
Page 20 of 76  ·  1,508 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 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%