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Portfolio (Quarterly) Guide ↗

LORD, ABBETT & CO. LLC

· CIK 0000728100
13F Portfolio $30.6B AUM 557 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 122 New 168 Added 244 Reduced 108 Exited
Page 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APEI AMERICAN PUB ED INC Consumer Defensive 64,686.0 $3.7M 0.01% NEW $56.87 -8.8%
102 KTB KONTOOR BRANDS INC Consumer Cyclical 51,311.0 $3.6M 0.01% NEW $70.30 +2.8%
103 KOP KOPPERS HOLDINGS INC Basic Materials 90,000.0 $3.5M 0.01% NEW $38.68 +6.6%
104 IMCR IMMUNOCORE HLDGS PLC Healthcare 100,784.0 $3.0M 0.01% NEW $30.15 -7.8%
105 FORTE BIOSCIENCES INC 114,635.0 $3.0M 0.01% NEW $25.90
106 NEOG NEOGEN CORP Healthcare 284,020.0 $2.6M 0.01% NEW $9.29 -2.4%
107 SOLARIS ENERGY INFRAS INC 2,000,000.0 $2.5M 0.01% NEW $1.25
108 APPLIED OPTOELECTRONICS INC 1,055,000.0 $2.4M 0.01% NEW $2.23
109 ZETA ZETA GLOBAL HOLDINGS CORP Technology 143,552.0 $2.3M 0.01% NEW $15.92 +38.3%
110 GREENBRIER COS INC 1,890,000.0 $2.2M 0.01% NEW $1.16
111 BURLINGTON STORES INC 1,282,000.0 $2.1M 0.01% NEW $1.66
112 LITE CALL LUMENTUM HLDGS INC Technology $2.1M 0.01% NEW
113 WEC ENERGY GROUP INC 1,671,000.0 $2.0M 0.01% NEW $1.21
114 OII OCEANEERING INTL INC Energy 45,000.0 $1.6M 0.01% NEW $35.47 +10.5%
115 JAZZ INVESTMENTS I LTD 1,099,000.0 $1.6M 0.01% NEW $1.42
116 W WAYFAIR INC Consumer Cyclical 13,497.0 $1.0M 0.00% NEW $75.20 -10.7%
117 PL CALL PLANET LABS PBC Industrials 360,000.0 $826K 0.00% NEW $2.29 +1326.9%
118 WDC CALL WESTERN DIGITAL CORP Technology $811K 0.00% NEW
119 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology $805K 0.00% NEW
120 IGV CALL ISHARES TR 382,500.0 $275K 0.00% NEW $0.72 +13204.0%
Page 6 of 7  ·  122 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
Technology 26.7%
Industrials 19.5%
Healthcare 14.1%
Financial Services 13.0%
Consumer Cyclical 6.4%
Energy 5.5%
Communication Services 4.4%
Consumer Defensive 3.9%
Basic Materials 3.4%
Utilities 2.8%