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Portfolio (Quarterly) Guide ↗

Clearbridge Investments, LLC

· CIK 0001348883
13F Portfolio $114.9B AUM 794 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New 196 Added 367 Reduced 56 Exited
Page 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMN Eastman Chemical Co Basic Materials 1,047,230.0 $79.9M 0.07% +167K +19.0% $76.32 +0.2%
82 WHD Cactus Inc Energy 1,629,906.0 $77.2M 0.07% +733K +81.7% $47.37 +22.8%
83 UMBF UMB Financial Corp Financial Services 649,571.0 $73.3M 0.06% +36K +5.8% $112.79 +15.9%
84 RDNT RadNet Inc Healthcare 1,278,540.0 $71.5M 0.06% +164K +14.7% $55.89 -2.0%
85 CELH Celsius Holdings Inc Consumer Defensive 2,005,267.0 $71.1M 0.06% +1.0M +103.2% $35.48 -6.9%
86 RBRK Rubrik Inc Technology 1,448,294.0 $70.9M 0.06% +84K +6.2% $48.97 +45.7%
87 GPN Global Payments Inc Industrials 1,052,468.0 $70.8M 0.06% +111K +11.8% $67.30 +10.2%
88 BBIO Bridgebio Pharma Inc Healthcare 951,200.0 $70.6M 0.06% +453K +90.9% $74.26 -9.5%
89 KNTK Kinetik Holdings Inc Energy 1,397,929.0 $67.7M 0.06% +1.4M +5284.9% $48.41 -2.9%
90 CHDN Churchill Downs Inc Consumer Cyclical 744,041.0 $66.8M 0.06% +134K +21.9% $89.83 -0.4%
91 HLNE Hamilton Lane Inc Financial Services 668,687.0 $66.5M 0.06% +6K +0.9% $99.40 -12.4%
92 HESM Hess Midstream LP Energy 1,707,385.0 $66.4M 0.06% +62K +3.8% $38.87 -1.1%
93 CRDO Credo Technology Group Holding Ltd Technology 704,452.0 $66.1M 0.06% +58K +8.9% $93.87 +140.6%
94 PTGX Protagonist Therapeutics Inc Healthcare 621,820.0 $65.5M 0.06% +132K +26.9% $105.40 -4.8%
95 ENSG Ensign Group Inc/The Healthcare 318,394.0 $64.2M 0.06% +148K +87.1% $201.50 -15.4%
96 NU NU Holdings Financial Services 4,408,114.0 $63.3M 0.06% +1.1M +34.3% $14.37 -8.2%
97 SOLS Solstice Advanced Materials Inc Basic Materials 818,366.0 $62.3M 0.05% +456K +125.7% $76.16 +11.6%
98 ESI Element Solutions Inc Basic Materials 1,760,977.0 $60.1M 0.05% +21K +1.2% $34.14 +24.8%
99 Somnigroup International Inc 779,557.0 $57.6M 0.05% +302K +63.3% $73.92
100 REGN Regeneron Pharmaceuticals Inc Healthcare 73,792.0 $57.0M 0.05% +12K +19.0% $772.64 -19.4%
Page 5 of 10  ·  196 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 25.2%
Industrials 12.9%
Financial Services 11.4%
Healthcare 10.9%
Communication Services 9.3%
Consumer Cyclical 8.3%
Energy 7.9%
Basic Materials 5.4%
Utilities 4.3%
Consumer Defensive 2.8%