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Holdings (Monthly) Guide ↗

ClearBridge Tactical Dividend Income Fund

· Legg Mason Partners Investment Trust
Monthly Holdings $360M AUM 73 positions Period Jan 2026 Filed Mar 26, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Williams Cos Inc/The WMB Jan 2026 189,481 $12.7M 3.54% EC
2 NextEra Energy Inc NEE Jan 2026 114,229 $10.0M 2.79% EC
3 Alphabet Inc GOOGL Jan 2026 27,514 $9.3M 2.59% EC
4 APPLE INC AAPL Jan 2026 34,480 $8.9M 2.49% EC
5 Kinder Morgan Inc KMI Jan 2026 269,302 $8.2M 2.28% EC
6 Energy Transfer LP ET Jan 2026 431,920 $8.0M 2.22% EC
7 PPL Corp PPL Jan 2026 215,961 $7.8M 2.18% EC
8 L3Harris Technologies Inc LHX Jan 2026 22,100 $7.6M 2.11% EC
9 Enterprise Products Partners L EPD Jan 2026 227,970 $7.6M 2.10% EC
10 BOEING CO/THE BA Jan 2026 98,840 $7.4M 2.05% EP
11 JPMorgan Chase & Co JPM Jan 2026 23,125 $7.1M 1.97% EC
12 Marvell Technology Inc MRVL Jan 2026 87,849 $6.9M 1.93% EC
13 EMERSON ELECTRIC CO EMR Jan 2026 46,731 $6.9M 1.91% EC
14 Northrop Grumman Corp NOC Jan 2026 9,827 $6.8M 1.89% EC
15 Broadcom Inc AVGO Jan 2026 19,923 $6.6M 1.84% EC
16 Plains GP Holdings LP PAGP Jan 2026 317,049 $6.5M 1.81% EC
17 Ares Management Corp ARES Jan 2026 42,684 $6.4M 1.78% EC
18 Roche Holding AG RHHBY Jan 2026 109,528 $6.2M 1.73% EC
19 Prologis Inc PLD Jan 2026 47,086 $6.1M 1.71% EC
20 Citigroup Inc C Jan 2026 52,861 $6.1M 1.70% EC
21 Westlake Chemical Partners LP WLKP Jan 2026 284,742 $6.1M 1.70% EC
22 AbbVie Inc ABBV Jan 2026 26,916 $6.0M 1.67% EC
23 McKesson Corp MCK Jan 2026 7,179 $6.0M 1.66% EC
24 QUALCOMM INC QCOM Jan 2026 39,353 $6.0M 1.66% EC
25 Meta Platforms Inc META Jan 2026 8,272 $5.9M 1.65% EC
26 ONEOK Inc OKE Jan 2026 74,599 $5.9M 1.64% EC
27 MICROSOFT CORP MSFT Jan 2026 13,544 $5.8M 1.62% EC
28 Bank of America Corp BAC Jan 2026 106,700 $5.7M 1.58% EC
29 Ares Capital Corp ARCC Jan 2026 278,760 $5.5M 1.54% EC
30 APOLLO GLOBAL MANAGEMENT APO Jan 2026 79,846 $5.5M 1.54% EP
31 Walmart Inc WMT Jan 2026 44,361 $5.3M 1.47% EC
32 ORACLE CORP ORCL Jan 2026 31,953 $5.3M 1.46% EC
33 Freeport-McMoRan Inc FCX Jan 2026 84,848 $5.1M 1.42% EC
34 McCormick & Co Inc/MD MKC Jan 2026 81,439 $5.0M 1.40% EC
35 MPLX LP MPLX Jan 2026 88,680 $5.0M 1.38% EC
36 HP ENTERPRISE CO HPE Jan 2026 81,500 $4.9M 1.37% EP
37 MERCK & CO. INC. MRK Jan 2026 44,220 $4.9M 1.36% EC
38 ASML Holding NV ASML Jan 2026 3,288 $4.7M 1.30% EC
39 Enbridge Inc ENB Jan 2026 94,812 $4.6M 1.29% EC
40 Eaton Corp PLC ETN Jan 2026 12,614 $4.4M 1.23% EC
41 QXO INC QXO Jan 2026 69,557 $4.4M 1.23% EP
42 Atmos Energy Corp ATO Jan 2026 26,432 $4.4M 1.22% EC
43 KKR & CO INC KKR Jan 2026 88,037 $4.3M 1.20% EP
44 T-Mobile US Inc TMUS Jan 2026 21,717 $4.3M 1.19% EC
45 PROCTER & GAMBLE CO/THE PG Jan 2026 27,812 $4.2M 1.17% EC
46 TC Energy Corp TRP Jan 2026 71,600 $4.2M 1.17% EC
47 Lockheed Martin Corp LMT Jan 2026 6,292 $4.0M 1.11% EC
48 Union Pacific Corp UNP Jan 2026 16,562 $3.9M 1.08% EC
49 Equity LifeStyle Properties In ELS Jan 2026 61,090 $3.9M 1.07% EC
50 Digital Realty Trust Inc DLR Jan 2026 22,379 $3.7M 1.03% EC
51 JOHNSON & JOHNSON JNJ Jan 2026 16,262 $3.7M 1.03% EC
52 Coca-Cola Co/The KO Jan 2026 48,797 $3.7M 1.02% EC
53 Blackstone Inc BX Jan 2026 25,492 $3.6M 1.01% EC
54 Colgate-Palmolive Co CL Jan 2026 40,145 $3.6M 1.01% EC
55 Amphenol Corp APH Jan 2026 24,960 $3.6M 1.00% EC
56 Equinix Inc EQIX Jan 2026 4,335 $3.6M 0.99% EC
57 Blue Owl Capital Inc OWL Jan 2026 243,629 $3.3M 0.92% EC
58 Charles Schwab Corp/The SCHW Jan 2026 28,165 $2.9M 0.81% EC
59 Intercontinental Exchange Inc ICE Jan 2026 16,210 $2.8M 0.78% EC
60 Lennar Corp LEN Jan 2026 25,400 $2.8M 0.77% EC
61 Goldman Sachs Group Inc/The GS Jan 2026 2,885 $2.7M 0.75% EC
62 VICI Properties Inc VICI Jan 2026 95,400 $2.7M 0.75% EC
63 Eli Lilly & Co LLY Jan 2026 2,332 $2.4M 0.67% EC
64 CrossAmerica Partners LP CAPL Jan 2026 102,990 $2.3M 0.65% EC
65 Amgen Inc AMGN Jan 2026 6,130 $2.1M 0.58% EC
66 Cheniere Energy Inc LNG Jan 2026 9,776 $2.1M 0.58% EC
67 Targa Resources Corp TRGP Jan 2026 10,000 $2.0M 0.56% EC
68 Western Midstream Partners LP WES Jan 2026 45,000 $1.9M 0.52% EC
69 Sunococorp LLC SUNC Jan 2026 32,166 $1.7M 0.48% EC
70 AMERICAN TOWER CORP AMT Jan 2026 8,710 $1.6M 0.43% EC
71 MetLife Inc MET Jan 2026 15,000 $1.2M 0.33% EC
72 JPMorgan 100% US Treasury Securities Money Market Fund JTSXX Jan 2026 584,969 $585K 0.16% STIV
73 Western Asset Premier Institutional US Treasury Reserves WAEXX Jan 2026 584,969 $585K 0.16% STIV