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Portfolio (Quarterly) Guide ↗

JANUS HENDERSON GROUP PLC

· CIK 0001274173
13F Portfolio $209.4B AUM 4,333 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 2407 New
Page 115 of 121  ·  2,407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CVLG COVENANT LOGISTICS GROUP INC Industrials 9,000.0 $245K NEW $27.19 +62.9%
2282 SG SWEETGREEN INC Consumer Cyclical 47,166.0 $245K NEW $5.19 +49.0%
2283 ERII ENERGY RECOVERY INC Industrials 24,175.0 $243K NEW $10.06 -20.7%
2284 FIP FTAI INFRASTRUCTURE INC Industrials 49,200.0 $243K NEW $4.93 -7.6%
2285 SERV SERVE ROBOTICS INC Industrials 28,400.0 $240K NEW $8.46 -18.1%
2286 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 6,400.0 $240K NEW $37.45 -12.4%
2287 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 21,500.0 $239K NEW $11.14 -10.8%
2288 NIOCORP DEVS LTD 53,400.0 $238K NEW $4.46
2289 PD PAGERDUTY INC Technology 38,299.0 $238K NEW $6.20 +37.8%
2290 AMPL AMPLITUDE INC Technology 34,774.0 $237K NEW $6.82 -0.7%
2291 OPK OPKO HEALTH INC Healthcare 206,314.0 $236K NEW $1.15 +22.7%
2292 SXC SUNCOKE ENERGY INC Energy 36,281.0 $236K NEW $6.50 +36.5%
2293 CARS CARS COM INC Consumer Cyclical 28,736.0 $234K NEW $8.13 +15.6%
2294 FSBC FIVE STAR BANCORP Financial Services 6,190.0 $234K NEW $37.75 +16.0%
2295 SLDP SOLID POWER INC Industrials 77,800.0 $233K NEW $3.00 -8.5%
2296 INHIBRX BIOSCIENCES INC 3,400.0 $229K NEW $67.26
2297 RAMACO RES INC 14,700.0 $227K NEW $15.47
2298 HSTM HEALTHSTREAM INC Healthcare 10,946.0 $227K NEW $20.73 +24.8%
2299 HTZ HERTZ GLOBAL HLDGS INC Industrials 49,039.0 $227K NEW $4.62 +11.9%
2300 HIPPO HLDGS INC 8,700.0 $227K NEW $26.05
Page 115 of 121  ·  2,407 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 34.9%
Healthcare 20.1%
Industrials 10.0%
Consumer Cyclical 9.0%
Communication Services 8.7%
Financial Services 8.6%
Utilities 2.5%
Energy 1.7%
Consumer Defensive 1.6%
Real Estate 1.4%