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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 12 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SYY SYSCO CORP Consumer Defensive 6,512.0 $480K 0.07% NEW $73.69 +2.4%
222 AVPT AVEPOINT INC Technology 34,307.0 $477K 0.07% NEW $13.89 -27.8%
223 ASPEN INSURANCE HOLDINGS-A 12,256.0 $455K 0.06% NEW $37.10
224 GLNG GOLAR LNG LTD Energy 12,133.0 $451K 0.06% NEW $37.21 +35.9%
225 FFIN FIRST FINL BANKSHARES INC Financial Services 14,828.0 $443K 0.06% NEW $29.87 +8.7%
226 IAG IAMGOLD CORP Basic Materials 26,399.0 $435K 0.06% NEW $16.49 +2.2%
227 DLTR DOLLAR TREE INC Consumer Defensive 3,412.0 $420K 0.06% NEW $123.01 -22.9%
228 LSTR LANDSTAR SYSTEM INC Industrials 2,858.0 $411K 0.06% NEW $143.70 +40.8%
229 CTSH COGNIZANT TECH SOLUTIONS-A Technology 4,869.0 $404K 0.06% NEW $83.00 -36.4%
230 RKT ROCKET COS INC-CLASS A Financial Services 20,605.0 $399K 0.06% NEW $19.36 -26.9%
231 PFE PFIZER INC Healthcare 16,000.0 $398K 0.06% NEW $24.90 +5.3%
232 INGERSOLL-RAND INC 4,970.0 $394K 0.05% NEW $79.22
233 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 7,617.0 $393K 0.05% NEW $51.63 -36.7%
234 CWT CALIFORNIA WATER SERVICE GRP Utilities 8,815.0 $382K 0.05% NEW $43.33 +1.7%
235 HAMILTON INSURANCE GROU-CL B 13,579.0 $379K 0.05% NEW $27.90
236 UGI UGI CORP Utilities 9,942.0 $372K 0.05% NEW $37.43 -5.6%
237 META META PLATFORMS INC-CLASS A Communication Services 543.0 $358K 0.05% NEW $660.09 -4.7%
238 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 3,935.0 $354K 0.05% NEW $90.03 -5.9%
239 ASTS AST SPACEMOBILE INC Technology 4,682.0 $340K 0.05% NEW $72.63 +75.4%
240 TTC TORO CO Industrials 4,299.0 $338K 0.05% NEW $78.72 +16.4%
Page 12 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%