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Portfolio (Quarterly) Guide ↗

DUPONT CAPITAL MANAGEMENT CORP

· CIK 0001128251
13F Portfolio $887M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 2 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRH PLC 95,101.0 $11.9M 1.34% NEW $124.80
22 PH PARKER HANNIFIN CORP Industrials 13,202.0 $11.6M 1.31% NEW $878.96 -3.1%
23 CB CHUBB LTD Financial Services 36,139.0 $11.3M 1.27% NEW $312.12 +1.7%
24 CVX CHEVRON CORP Energy 72,767.0 $11.1M 1.25% NEW $152.41 +19.9%
25 CRM SALESFORCE INC Technology 41,808.0 $11.1M 1.25% NEW $264.91 -33.1%
26 RSP INVESCO S P 500 EQUAL WEIGHT E 57,575.0 $11.0M 1.24% NEW $191.56 +8.8%
27 TSLA TESLA INC Consumer Cyclical 24,243.0 $10.9M 1.23% NEW $449.72 -1.9%
28 NFLX NETFLIX INC Communication Services 115,030.0 $10.8M 1.22% NEW $93.76 -8.1%
29 FXI ISHARES CHINA LARGE CAP ETF 276,193.0 $10.6M 1.19% NEW $38.29 -8.6%
30 ABT ABBOTT LABORATORIES Healthcare 84,368.0 $10.6M 1.19% NEW $125.29 -31.3%
31 WAB WABTEC CORP Industrials 49,462.0 $10.6M 1.19% NEW $213.45 +22.5%
32 SPGI S P GLOBAL INC Financial Services 19,856.0 $10.4M 1.17% NEW $522.59 -19.9%
33 WELL WELLTOWER INC Real Estate 54,536.0 $10.1M 1.14% NEW $185.61 +13.9%
34 T AT T INC Communication Services 402,758.0 $10.0M 1.13% NEW $24.84 -0.1%
35 EMR EMERSON ELECTRIC CO Industrials 75,328.0 $10.0M 1.13% NEW $132.72 +6.7%
36 ADI ANALOG DEVICES INC Technology 36,793.0 $10.0M 1.12% NEW $271.20 +54.4%
37 APH AMPHENOL CORP CL A Technology 72,537.0 $9.8M 1.10% NEW $135.14 +8.4%
38 RL RALPH LAUREN CORP Consumer Cyclical 27,138.0 $9.6M 1.08% NEW $353.61 +5.2%
39 AMAT APPLIED MATERIALS INC Technology 37,010.0 $9.5M 1.07% NEW $256.99 +74.1%
40 TDG TRANSDIGM GROUP INC Industrials 7,031.0 $9.4M 1.05% NEW $1329.85 -4.9%
Page 2 of 6  ·  103 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 35.2%
Financial Services 15.0%
Communication Services 11.8%
Consumer Cyclical 11.4%
Healthcare 8.9%
Industrials 7.3%
Consumer Defensive 4.0%
Energy 3.1%
Real Estate 2.4%
Basic Materials 1.0%