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Portfolio (Quarterly) Guide ↗

Sciencast Management LP

· CIK 0001653169
13F Portfolio $723M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 283 New
Page 10 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CTRA COTERRA ENERGY INC Energy 44,386.0 $1.2M 0.16% NEW $26.32 +23.7%
182 TRP TC ENERGY CORP Energy 21,031.0 $1.2M 0.16% NEW $55.01 +24.0%
183 WLK WESTLAKE CORP Basic Materials 15,619.0 $1.2M 0.16% NEW $73.94 +18.8%
184 BROWN-FORMAN CORP-CLASS B 44,280.0 $1.2M 0.16% NEW $26.06
185 WTW WILLIS TOWERS WATSON PLC Financial Services 3,442.0 $1.1M 0.16% NEW $328.60 -22.7%
186 ED CONSOLIDATED EDISON INC Utilities 11,350.0 $1.1M 0.16% NEW $99.32 +8.7%
187 JCI JOHNSON CONTROLS INTERNATION Industrials 9,101.0 $1.1M 0.15% NEW $119.75 +15.4%
188 PSX PHILLIPS 66 Energy 8,423.0 $1.1M 0.15% NEW $129.04 +35.3%
189 EXPD EXPEDITORS INTL WASH INC Industrials 7,294.0 $1.1M 0.15% NEW $149.01 +8.4%
190 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 67,729.0 $1.0M 0.14% NEW $15.06 -28.2%
191 CTAS CINTAS CORP Industrials 5,365.0 $1.0M 0.14% NEW $188.07 -9.7%
192 ATI ATI INC Industrials 8,644.0 $992K 0.14% NEW $114.76 +48.0%
193 GTES GATES INDUSTRIAL CORP PLC Industrials 45,308.0 $973K 0.14% NEW $21.47 +19.7%
194 NOC NORTHROP GRUMMAN CORP Industrials 1,690.0 $964K 0.13% NEW $570.21 -3.3%
195 CNA CNA FINANCIAL CORP Financial Services 20,141.0 $962K 0.13% NEW $47.74 -10.4%
196 BCE BCE INC Communication Services 39,840.0 $949K 0.13% NEW $23.82 +5.3%
197 TTEK TETRA TECH INC Industrials 27,222.0 $913K 0.13% NEW $33.54 -16.8%
198 VERX VERTEX INC - CLASS A Technology 43,180.0 $862K 0.12% NEW $19.97 -37.2%
199 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,893.0 $818K 0.11% NEW $103.67 +10.3%
200 SOUTHSTATE BANK CORP 8,325.0 $783K 0.11% NEW $94.11
Page 10 of 15  ·  283 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 19.2%
Technology 16.1%
Industrials 14.6%
Consumer Cyclical 14.0%
Healthcare 7.6%
Energy 7.2%
Basic Materials 6.3%
Utilities 6.1%
Consumer Defensive 5.7%
Communication Services 3.2%