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Portfolio (Quarterly) Guide ↗

Ceredex Value Advisors LLC

· CIK 0001738726
13F Portfolio $3.2B AUM 374 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 28 Added 81 Reduced 44 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 13,746.0 $1.7M 0.05% -713.0 -4.9% $124.28 +5.3%
Page 5 of 5  ·  81 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
Industrials 21.1%
Technology 17.4%
Financial Services 15.5%
Consumer Cyclical 8.3%
Energy 7.4%
Basic Materials 6.6%
Healthcare 6.5%
Utilities 6.1%
Real Estate 4.7%
Consumer Defensive 3.8%