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Portfolio (Quarterly) Guide ↗

WASATCH ADVISORS LP

· CIK 0000814133
13F Portfolio $16.8B AUM 226 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 226 New
Page 9 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 C CITIGROUP INC Financial Services 56,683.0 $6.6M 0.04% NEW $116.69 +22.6%
162 KRUS KURA SUSHI USA INC Consumer Cyclical 126,358.0 $6.6M 0.04% NEW $52.33 -5.2%
163 RPC P10 INC Financial Services 667,147.0 $6.5M 0.04% NEW $9.81 -16.9%
164 JPM JPMORGAN CHASE & CO. Financial Services 19,674.0 $6.3M 0.04% NEW $322.22 +0.9%
165 AMBQ AMBIQ MICRO INC Technology 217,512.0 $6.2M 0.04% NEW $28.50 +217.5%
166 JNJ JOHNSON & JOHNSON Healthcare 29,864.0 $6.2M 0.04% NEW $206.95 +10.4%
167 GHM GRAHAM CORP Industrials 95,924.0 $6.2M 0.04% NEW $64.23 +72.4%
168 IIIV I3 VERTICALS INC Technology 242,887.0 $6.1M 0.04% NEW $25.19 -21.3%
169 TCBX THIRD COAST BANCSHARES INC Financial Services 158,155.0 $6.0M 0.04% NEW $38.01 +2.6%
170 INDI INDIE SEMICONDUCTOR INC Technology 1,657,006.0 $5.8M 0.04% NEW $3.53 +20.4%
171 VKTX VIKING THERAPEUTICS INC Healthcare 165,406.0 $5.8M 0.04% NEW $35.18 -13.6%
172 SUNS SUNRISE RLTY TR INC Real Estate 593,828.0 $5.6M 0.03% NEW $9.43 -10.3%
173 IMTX IMMATICS N.V Healthcare 515,128.0 $5.4M 0.03% NEW $10.50 -6.9%
174 KIDS ORTHOPEDIATRICS CORP Healthcare 289,869.0 $5.1M 0.03% NEW $17.76 +6.3%
175 ING ING GROEP N.V. Financial Services 175,000.0 $4.9M 0.03% NEW $28.00 +12.0%
176 TD TORONTO DOMINION BK ONT Financial Services 51,494.0 $4.9M 0.03% NEW $94.25 +26.6%
177 DUK DUKE ENERGY CORP NEW Utilities 41,375.0 $4.8M 0.03% NEW $117.21 +5.7%
178 HEICO CORP NEW 18,950.0 $4.8M 0.03% NEW $252.43
179 EXC EXELON CORP Utilities 101,505.0 $4.4M 0.03% NEW $43.59 +5.1%
180 AQST AQUESTIVE THERAPEUTICS INC Healthcare 681,240.0 $4.4M 0.03% NEW $6.46 -27.1%
Page 9 of 12  ·  226 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 24.3%
Technology 24.0%
Consumer Cyclical 13.4%
Healthcare 13.2%
Financial Services 12.4%
Consumer Defensive 7.5%
Basic Materials 2.4%
Energy 2.0%
Real Estate 0.5%
Utilities 0.1%