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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 3 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,384,768.0 $33.0M 0.08% -284K -17.0% $23.81 +42.7%
42 CVX CHEVRON CORPORATION Energy 156,933.0 $32.5M 0.08% -30K -16.3% $206.90 -7.7%
43 TXNM ENERGY INC 515,726.0 $30.1M 0.08% -230K -30.9% $58.46
44 NXT NEXTPOWER INC Technology 240,112.0 $28.9M 0.07% -8K -3.4% $120.55 +0.4%
45 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 355,385.0 $28.6M 0.07% -119K -25.1% $80.56 -13.0%
46 JPM JPMORGAN CHASE & CO Financial Services 96,697.0 $28.4M 0.07% -5K -5.2% $294.16 +3.0%
47 CLNE CLEAN ENERGY FUELS CORP Energy 11,197,933.0 $27.8M 0.07% -118K -1.0% $2.48 -18.1%
48 WMS ADVANCED DRAIN SYS INC DEL Industrials 197,844.0 $27.1M 0.07% -4K -1.9% $137.13 -0.2%
49 BMY BRISTOL-MYERS SQUIBB CO Healthcare 432,391.0 $26.2M 0.07% -546K -55.8% $60.65 -1.8%
50 FSLR FIRST SOLAR INC Energy 132,579.0 $26.2M 0.07% -2K -1.8% $197.26 +26.2%
51 CSCO CISCO SYS INC Technology 326,947.0 $25.4M 0.07% -246K -42.9% $77.59 +52.3%
52 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 1,562,672.0 $24.6M 0.06% -328K -17.4% $15.72 -9.5%
53 MASI MASIMO CORP Healthcare 137,617.0 $24.5M 0.06% -6K -4.3% $177.87 +0.4%
54 BWA BORGWARNER INC Consumer Cyclical 449,600.0 $24.4M 0.06% -23K -4.9% $54.26 +17.1%
55 DVN DEVON ENERGY CORP NEW Energy 449,209.0 $22.6M 0.06% -21K -4.5% $50.32 -6.4%
56 ALLE ALLEGION PLC Industrials 144,640.0 $21.0M 0.05% -51K -26.2% $145.29 -10.0%
57 B BARRICK MNG CORP Basic Materials 497,435.0 $20.3M 0.05% -489K -49.6% $40.79 +1.1%
58 NSC NORFOLK SOUTHN CORP Industrials 69,225.0 $19.9M 0.05% -17K -20.2% $287.00 +8.5%
59 HUBB HUBBELL INC Industrials 37,938.0 $18.6M 0.05% -2K -5.5% $490.74 -6.1%
60 EXPAND ENERGY CORPORATION 162,200.0 $17.8M 0.05% -37K -18.5% $109.78
Page 3 of 11  ·  213 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%