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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 13 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AAPL APPLE INC Technology 1,238.0 $337K 0.05% NEW $271.86 +13.4%
242 BRZE BRAZE INC-A Technology 9,557.0 $328K 0.04% NEW $34.29 -25.8%
243 FSK FS KKR CAPITAL CORP Financial Services 21,471.0 $318K 0.04% NEW $14.81 -26.9%
244 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,064.0 $298K 0.04% NEW $58.87 -0.5%
245 PARR PAR PACIFIC HOLDINGS INC Energy 8,282.0 $291K 0.04% NEW $35.14 +60.5%
246 IAC IAC INC Technology 7,439.0 $291K 0.04% NEW $39.10 +8.6%
247 XYL XYLEM INC Industrials 2,126.0 $290K 0.04% NEW $136.18 -18.4%
248 GIB CGI INC Technology 3,134.0 $289K 0.04% NEW $92.30 -27.5%
249 NBHC NATIONAL BANK HOLD-CL A Financial Services 7,604.0 $289K 0.04% NEW $38.01 +11.5%
250 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,400.0 $285K 0.04% NEW $83.85 +15.3%
251 SNX TD SYNNEX CORP Technology 1,889.0 $284K 0.04% NEW $150.23 +59.8%
252 MSM MSC INDUSTRIAL DIRECT CO-A Industrials 3,358.0 $282K 0.04% NEW $84.10 +29.4%
253 ENVX ENOVIX CORP Industrials 36,974.0 $270K 0.04% NEW $7.31 -0.8%
254 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 1,685.0 $267K 0.04% NEW $158.29 +5.2%
255 FORM FORMFACTOR INC Technology 4,710.0 $263K 0.04% NEW $55.78 +144.7%
256 FBP FIRST BANCORP PUERTO RICO Financial Services 12,638.0 $262K 0.04% NEW $20.73 +18.0%
257 WAL WESTERN ALLIANCE BANCORP Financial Services 3,102.0 $261K 0.04% NEW $84.07 -5.3%
258 ADNT ADIENT PLC Consumer Cyclical 13,557.0 $260K 0.04% NEW $19.17 +18.8%
259 BAP CREDICORP LTD Financial Services 905.0 $260K 0.04% NEW $287.00 +22.6%
260 AAOI APPLIED OPTOELECTRONICS INC Technology 7,127.0 $248K 0.03% NEW $34.86 +409.5%
Page 13 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%