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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 35 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AEIS Advanced Energy Industries Inc Industrials 646.0 $208K NEW $322.71 +1.7%
682 MSM MSC Industrial Direct Co Inc Industrials 2,255.0 $208K NEW $92.27 +16.5%
683 ELPC Cia Paranaense de Energia - Copel Utilities 17,389.0 $208K -3K -13.7% $11.94 -2.3%
684 IGIC International General Insurance Holdings Ltd.International General Insurance Holdings Ltd. Financial Services 8,415.0 $204K NEW $24.22 +1.3%
685 FIS Fidelity National Information Services Inc Technology 4,287.0 $201K $46.91 -10.4%
686 Axia Energia 17,530.0 $198K NEW $11.28
687 HCKT Hackett Group Inc/The Technology 11,297.0 $147K NEW $13.01 -14.0%
688 Brightstar Lottery PLC 10,687.0 $136K NEW $12.74
689 RCS PIMCO Strategic Income Fund Inc Financial Services 22,376.0 $120K +5K +25.6% $5.36 +0.7%
690 NOMD Nomad Foods Ltd Consumer Defensive 10,774.0 $104K NEW $9.61 +5.1%
Page 35 of 35  ·  690 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%