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Portfolio (Quarterly) Guide ↗

Grantham, Mayo, Van Otterloo & Co. LLC

· CIK 0001352662
13F Portfolio $39.1B AUM 628 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 286 Added 213 Reduced 110 Exited
Page 7 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HLN HALEON PLC Healthcare 1,897,694.0 $19.0M 0.05% +299K +18.7% $10.01 -6.9%
122 INVG GMO ETF TRUST 750,879.0 $19.0M 0.05% +130K +20.9% $25.28 -0.3%
123 CARR CARRIER GLOBAL CORPORATION Industrials 335,680.0 $18.9M 0.05% +40K +13.7% $56.31 +10.4%
124 GRUPO CIBEST SA 250,323.0 $18.2M 0.05% +15K +6.4% $72.81
125 EVEREST GROUP LTD 55,691.0 $18.2M 0.05% +11K +23.5% $326.85
126 WHD CACTUS INC Energy 376,109.0 $17.8M 0.05% +51K +15.8% $47.37 +31.2%
127 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 189,389.0 $17.7M 0.04% +2K +1.3% $93.48 -5.5%
128 EIX EDISON INTL Utilities 240,396.0 $17.6M 0.04% +133K +124.3% $73.18 -3.9%
129 SAP SAP SE Technology 100,987.0 $17.3M 0.04% +25K +32.1% $171.21 +5.1%
130 WBD WARNER BROS DISCOVERY INC Communication Services 581,368.0 $16.0M 0.04% +34K +6.3% $27.46 -0.1%
131 AXP AMERICAN EXPRESS CO Financial Services 50,449.0 $15.3M 0.04% +27K +111.2% $302.48 +2.4%
132 PNC PNC FINL SVCS GROUP INC Financial Services 67,972.0 $14.1M 0.04% +3K +5.4% $208.09 +4.2%
133 EQNR EQUINOR ASA Energy 334,540.0 $14.1M 0.04% +134K +67.2% $42.20 -8.4%
134 OLED UNIVERSAL DISPLAY CORP Technology 152,054.0 $13.9M 0.04% +2K +1.4% $91.66 -0.1%
135 EQT EQT CORP Energy 213,334.0 $13.6M 0.04% +145K +211.1% $63.64 -9.3%
136 UHS UNIVERSAL HLTH SVCS INC Healthcare 74,740.0 $13.4M 0.03% +34K +82.8% $178.97 -8.2%
137 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 605,595.0 $13.1M 0.03% +258K +74.5% $21.66 +4.8%
138 BHP BHP BILLITON LIMITED Basic Materials 174,695.0 $12.7M 0.03% +44K +33.5% $72.74 +16.8%
139 APA APA CORPORATION Energy 297,395.0 $12.6M 0.03% +83K +38.6% $42.44 -9.7%
140 SWKS SKYWORKS SOLUTIONS INC Technology 231,609.0 $12.4M 0.03% +172K +285.7% $53.55 +38.8%
Page 7 of 15  ·  286 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 31.3%
Healthcare 23.8%
Communication Services 12.0%
Financial Services 10.3%
Consumer Cyclical 8.3%
Consumer Defensive 5.3%
Energy 3.0%
Industrials 2.9%
Basic Materials 2.6%
Utilities 0.4%