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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APOS APOLLO GLOBAL MGMT INC 180,467.0 $21.4M 0.38% NEW $118.31
102 CLX CLOROX CO DEL Consumer Defensive 213,433.0 $20.4M 0.36% NEW $95.44 +9.7%
103 NEM NEWMONT CORP Basic Materials 199,004.0 $18.6M 0.33% NEW $93.40 +41.0%
104 DLR DIGITAL RLTY TR INC Real Estate 90,894.0 $16.3M 0.29% NEW $179.58 +7.3%
105 TSCO TRACTOR SUPPLY CO Consumer Cyclical 491,384.0 $15.5M 0.28% NEW $31.61 +11.4%
106 ORCL ORACLE CORP Technology 98,175.0 $14.4M 0.26% NEW $146.55 +1.4%
107 JD JD.COM INC Consumer Cyclical 506,811.0 $12.9M 0.23% NEW $25.48 +13.2%
108 ACWX ISHARES TR 133,091.0 $10.1M 0.18% NEW $76.11 +2.6%
109 NVO NOVO-NORDISK A S Healthcare 134,460.0 $6.4M 0.12% NEW $47.94 -1.6%
110 UNILEVER PLC 95,495.0 $5.7M 0.10% NEW $60.12
111 ALV AUTOLIV INC Consumer Cyclical 49,126.0 $5.7M 0.10% NEW $116.17 +6.0%
112 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 227,574.0 $5.7M 0.10% NEW $25.06 +16.1%
113 CARNIVAL CORP LTD 185,924.0 $5.3M 0.09% NEW $28.57
114 FRO FRONTLINE PLC Energy 150,760.0 $5.2M 0.09% NEW $34.79 +19.3%
115 HBM HUDBAY MINERALS INC Basic Materials 213,822.0 $5.0M 0.09% NEW $23.61 +27.4%
116 AAPL APPLE INC Technology 17,047.0 $4.9M 0.09% NEW $289.36 +8.3%
117 RELX RELX PLC Communication Services 151,660.0 $4.8M 0.09% NEW $31.67 +11.8%
118 SSRM SSR MINING IN Basic Materials 167,757.0 $4.7M 0.08% NEW $28.28 +35.3%
119 VOD VODAFONE GROUP PLC Communication Services 345,034.0 $4.6M 0.08% NEW $13.22 +20.8%
120 MSFT MICROSOFT CORP Technology 11,983.0 $4.5M 0.08% NEW $373.02 +32.8%
Page 6 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%