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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 28 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IWM PUT ISHARES TR $812K 0.00% -100.0%
542 WDC CALL WESTERN DIGITAL CORP Technology $811K 0.00% NEW
543 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology $805K 0.00% NEW
544 SE SEA LTD SPONSORD Consumer Cyclical 9,556.0 $791K 0.00% -388K -97.6% $82.78 +1.4%
545 EXP EAGLE MATLS INC Basic Materials 3,985.0 $755K 0.00% -50K -92.7% $189.46 +10.3%
546 CVLT COMMVAULT SYS INC Technology 9,314.0 $725K 0.00% -175K -94.9% $77.84 +55.8%
547 MCO MOODYS CORP Financial Services 1,565.0 $683K 0.00% -759.0 -32.7% $436.42 +2.0%
548 DOCU DOCUSIGN INC Technology 13,865.0 $657K 0.00% -429K -96.9% $47.39 -2.6%
549 TDG TRANSDIGM GROUP INC Industrials 408.0 $473K 0.00% -126.0 -23.6% $1159.31 +5.0%
550 CART MAPLEBEAR INC Consumer Cyclical 11,808.0 $442K 0.00% -422K -97.3% $37.43 +12.6%
551 NFLX NETFLIX INC. Communication Services 4,439.0 $427K 0.00% -621K -99.3% $96.19 -14.6%
552 IREN IREN LIMITED Financial Services 10,000.0 $343K 0.00% -10K -50.0% $34.30 +70.6%
553 IGV CALL ISHARES TR 382,500.0 $275K 0.00% NEW $0.72 +13198.5%
554 CVS CVS HEALTH CORP Healthcare 3,029.0 $218K 0.00% +17.0 +0.6% $71.97 +34.1%
555 ENPH CALL ENPHASE ENERGY INC Energy 166,000.0 $183K 0.00% NEW $1.10 +5244.9%
556 CALL GAMESTOP CORP 740,000.0 $160K 0.00% NEW $0.22
557 BORR DRILLING LTD 20,000.0 $115K -10K -33.3% $5.75
Page 28 of 28  ·  557 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%