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Portfolio (Quarterly) Guide ↗

Lighthouse Investment Partners, LLC

· CIK 0001600344
13F Portfolio $2.9B AUM 775 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 171 Added 205 Reduced 466 Exited
Page 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KDP KEURIG DR PEPPER INC Consumer Defensive 45,506.0 $1.2M 0.04% +34K +298.5% $26.33 +9.3%
142 ULTA ULTA BEAUTY INC Consumer Cyclical 2,272.0 $1.2M 0.04% +1K +97.9% $522.71 -5.7%
143 CRK COMSTOCK RES INC Energy 55,887.0 $1.2M 0.04% +18K +49.1% $21.08 -33.1%
144 GRMN GARMIN LTD Technology 4,902.0 $1.1M 0.04% +3K +227.2% $232.01 +3.3%
145 PPL PPL CORP Utilities 27,963.0 $1.1M 0.04% +11K +67.7% $38.20 -7.2%
146 CPRT COPART INC Industrials 29,460.0 $978K 0.03% +18K +165.2% $33.20 +3.6%
147 AREC AMERICAN RES CORP Energy 400,000.0 $968K 0.03% +368K +1162.6% $2.42 -12.0%
148 VIKING HOLDINGS LTD 12,749.0 $937K 0.03% +4K +45.8% $73.48
149 HLF HERBALIFE LTD Consumer Defensive 59,842.0 $881K 0.03% +2K +3.2% $14.72 -13.8%
150 FIBK FIRST INTST BANCSYSTEM INC Financial Services 25,633.0 $856K 0.03% +7K +39.9% $33.40 +5.4%
151 SCI SERVICE CORP INTL Consumer Cyclical 9,670.0 $798K 0.03% +5K +110.2% $82.51 -6.0%
152 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,450.0 $717K 0.03% +2K +259.8% $292.75 +33.2%
153 NOW SERVICENOW INC Technology 6,858.0 $717K 0.03% +1K +20.4% $104.55 -4.6%
154 CTAS CINTAS CORP Industrials 4,173.0 $706K 0.03% +2K +85.2% $169.14 +1.9%
155 XP XP INC Financial Services 36,909.0 $703K 0.02% +26K +233.2% $19.04 -7.1%
156 LUMN LUMEN TECHNOLOGIES INC Communication Services 98,982.0 $688K 0.02% +71K +250.3% $6.95 +35.8%
157 PH PARKER-HANNIFIN CORP Industrials 755.0 $676K 0.02% +440.0 +139.7% $895.24 -4.0%
158 MDB MONGODB INC Technology 2,759.0 $675K 0.02% +2K +293.6% $244.77 +29.7%
159 COCO VITA COCO CO INC Consumer Defensive 13,916.0 $667K 0.02% +7K +95.3% $47.91 +64.5%
160 ATO ATMOS ENERGY CORP Utilities 3,596.0 $664K 0.02% +2K +147.3% $184.72 -3.9%
Page 8 of 9  ·  171 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 21.3%
Real Estate 18.0%
Industrials 13.2%
Energy 12.7%
Consumer Cyclical 11.8%
Technology 7.6%
Communication Services 4.3%
Healthcare 3.8%
Basic Materials 3.4%
Consumer Defensive 2.6%