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Portfolio (Quarterly) Guide ↗

NorthCoast Asset Management LLC

· CIK 0001665198
13F Portfolio $4.3B AUM 484 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New 147 Added 191 Reduced 44 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MFC MANULIFE FINL CORP Financial Services 33,137 $1.2M 0.03% SOLD
22 TEAM ATLASSIAN CORPORATION Technology 7,300 $1.2M 0.03% SOLD
23 CDNS CADENCE DESIGN SYSTEM INC Technology 3,377 $1.1M 0.02% SOLD
24 STLD STEEL DYNAMICS INC Basic Materials 6,032 $1.0M 0.02% SOLD
25 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 70,000 $930K 0.02% SOLD
26 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 795 $480K 0.01% SOLD
27 EWP ISHARES INC 8,779 $473K 0.01% SOLD
28 OKTA OKTA INC Technology 5,410 $468K 0.01% SOLD
29 CLX CLOROX CO DEL Consumer Defensive 4,423 $446K 0.01% SOLD
30 CYBERARK SOFTWARE LTD 909 $405K 0.01% SOLD
31 CSGP COSTAR GROUP INC Real Estate 5,488 $369K 0.01% SOLD
32 TTD THE TRADE DESK INC Technology 7,532 $286K 0.01% SOLD
33 ASTRAZENECA PLC 3,047 $280K 0.01% SOLD
34 SLV ISHARES SILVER TR Financial Services 4,276 $275K 0.01% SOLD
35 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,094 $259K 0.01% SOLD
36 SIL GLOBAL X FDS 2,899 $242K 0.01% SOLD
37 ROP ROPER TECHNOLOGIES INC Industrials 532 $237K 0.01% SOLD
38 IYW ISHARES TR 1,086 $217K 0.01% SOLD
39 PATH UIPATH INC Technology 12,626 $207K 0.01% SOLD
40 OGS ONE GAS INC Utilities 2,675 $207K 0.01% SOLD
Page 2 of 3  ·  44 positions
Sector Allocation
Technology 36.9%
Financial Services 21.3%
Healthcare 9.7%
Communication Services 8.0%
Industrials 7.2%
Consumer Cyclical 7.0%
Energy 3.0%
Consumer Defensive 2.9%
Basic Materials 2.0%
Utilities 1.1%