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Portfolio (Quarterly) Guide ↗

AQR CAPITAL MANAGEMENT LLC

· CIK 0001167557
13F Portfolio $286.8B AUM 21,077 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 254 New 2428 Added 1056 Reduced 93 Exited
Page 4 of 195  ·  3,900 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EME EMCOR GROUP INC Industrials 930,817.0 $759.6M 0.27% -6K -0.7% $816.01 +5.7%
62 PSX PHILLIPS 66 Energy 4,489,507.0 $759.0M 0.27% +1.1M +32.7% $169.05 +42.3%
63 DKNG DRAFTKINGS INC NEW Consumer Cyclical 29,668,081.0 $749.4M 0.26% +6.8M +29.8% $25.26 +0.2%
64 FCX FREEPORT MCMORAN INC Basic Materials 11,927,335.0 $746.5M 0.26% +3.1M +35.0% $62.59 +9.3%
65 TMUS T-MOBILE US INC Communication Services 4,473,373.0 $744.2M 0.26% +1.8M +66.3% $166.37 +8.3%
66 GD GENERAL DYNAMICS CORP Industrials 2,095,666.0 $742.4M 0.26% -129K -5.8% $354.24 +10.4%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 2,688,952.0 $742.2M 0.26% +801K +42.4% $276.01 -17.1%
68 JNJ JOHNSON & JOHNSON Healthcare 2,907,803.0 $738.5M 0.26% -635K -17.9% $253.97 +3.3%
69 RBLX ROBLOX CORP Technology 13,522,824.0 $735.4M 0.26% +5.2M +63.3% $54.38 -30.3%
70 DAL DELTA AIR LINES INC Industrials 7,859,947.0 $731.7M 0.26% -579K -6.9% $93.09 -5.9%
71 UNH UNITEDHEALTH GROUP INC Healthcare 1,757,550.0 $729.1M 0.25% +780K +79.8% $414.83 -4.6%
72 PEP PEPSICO INC Consumer Defensive 5,380,695.0 $728.5M 0.25% -475K -8.1% $135.40 +2.1%
73 ROST ROSS STORES INC Consumer Cyclical 3,504,868.0 $726.0M 0.25% +1.7M +89.5% $207.14 +13.6%
74 WMT WALMART INC Consumer Defensive 6,210,515.0 $703.4M 0.24% -3.3M -34.9% $113.26 +0.9%
75 REGN REGENERON PHARMACEUTICALS Healthcare 1,126,080.0 $702.2M 0.24% -105K -8.5% $623.54 +29.3%
76 LMT LOCKHEED MARTIN CORP Industrials 1,376,925.0 $701.5M 0.24% -131K -8.7% $509.46 +16.5%
77 TEAM ATLASSIAN CORPORATION Technology 8,822,984.0 $686.3M 0.24% +4.7M +112.6% $77.79 +103.5%
78 WCN WASTE CONNECTIONS INC Industrials 4,111,035.0 $684.0M 0.24% +3.0M +270.8% $166.38 -0.8%
79 MEDP MEDPACE HLDGS INC Healthcare 1,278,935.0 $677.3M 0.24% -75K -5.5% $529.59 +12.8%
80 SNPS SYNOPSYS INC Technology 1,507,732.0 $672.5M 0.23% +1.4M +972.2% $446.03 -7.4%
Page 4 of 195  ·  3,900 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 26.6%
Financial Services 14.9%
Industrials 14.5%
Healthcare 10.8%
Consumer Cyclical 10.6%
Consumer Defensive 4.5%
Communication Services 4.2%
Utilities 4.0%
Energy 3.8%
Real Estate 3.1%