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Portfolio (Quarterly) Guide ↗

TODD ASSET MANAGEMENT LLC

· CIK 0001071483
13F Portfolio $5.6B AUM 265 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 182 New
Page 2 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 URI UNITED RENTALS INC Industrials 65,888.0 $74.6M 1.33% NEW $1132.89 -7.0%
22 CMI CUMMINS INC Industrials 104,219.0 $74.3M 1.32% NEW $713.21 -19.7%
23 BCS BARCLAYS PLC Financial Services 2,679,864.0 $72.0M 1.28% NEW $26.86 +1.4%
24 ABBV ABBVIE INC Healthcare 282,442.0 $71.1M 1.26% NEW $251.64 +5.6%
25 MU MICRON TECHNOLOGY INC Technology 61,527.0 $71.0M 1.26% NEW $1154.29 -19.2%
26 IX ORIX CORP Financial Services 1,822,511.0 $69.3M 1.23% NEW $38.04 +3.9%
27 CSCO CISCO SYS INC Technology 585,836.0 $68.8M 1.22% NEW $117.46 -5.4%
28 QCOM QUALCOMM INC Technology 371,979.0 $68.7M 1.22% NEW $184.79 -13.1%
29 NATWEST GROUP PLC 3,897,393.0 $68.7M 1.22% NEW $17.63
30 MDT MEDTRONIC PLC Healthcare 849,171.0 $66.4M 1.18% NEW $78.23 +16.5%
31 HCA HCA HEALTHCARE INC Healthcare 162,054.0 $63.2M 1.12% NEW $389.89 +10.0%
32 TPR TAPESTRY INC Consumer Cyclical 427,980.0 $62.6M 1.11% NEW $146.38 -11.1%
33 FSLR FIRST SOLAR INC Energy 262,697.0 $62.0M 1.10% NEW $235.96 -12.3%
34 BK BANK OF NY MELLON CORP Financial Services 426,088.0 $61.6M 1.09% NEW $144.61 -0.6%
35 FITB FIFTH THIRD BANCORP Financial Services 1,067,345.0 $60.2M 1.07% NEW $56.37 -2.6%
36 TECHNIPFMC PLC 899,126.0 $59.6M 1.06% NEW $66.30
37 MO ALTRIA GROUP INC Consumer Defensive 824,190.0 $59.3M 1.05% NEW $71.95 -5.4%
38 KB KB FINL GROUP INC Financial Services 551,201.0 $57.9M 1.03% NEW $104.96 +15.0%
39 BWA BORGWARNER INC Consumer Cyclical 844,851.0 $56.1M 1.00% NEW $66.40 -2.0%
40 PH PARKER-HANNIFIN CORP Industrials 56,971.0 $55.7M 0.99% NEW $978.12 +3.9%
Page 2 of 10  ·  182 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
Financial Services 26.8%
Technology 21.9%
Healthcare 13.4%
Consumer Cyclical 10.4%
Industrials 8.6%
Energy 5.6%
Consumer Defensive 4.6%
Basic Materials 3.8%
Communication Services 2.8%
Utilities 1.6%