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Portfolio (Quarterly) Guide ↗

Campbell & CO Investment Adviser LLC

· CIK 0001353570
13F Portfolio $1.9B AUM 1,005 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1005 New
Page 22 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 OTEX Open Text Corp Technology 66,359.0 $1.5M 0.08% NEW $22.15 +9.8%
422 BURL Burlington Stores Inc Consumer Cyclical 4,633.0 $1.5M 0.08% NEW $316.80 -0.9%
423 FA First Advantage Corp Industrials 81,277.0 $1.5M 0.08% NEW $18.05 +13.7%
424 WMS Advanced Drainage Systems Inc Industrials 9,337.0 $1.5M 0.08% NEW $156.96 -9.9%
425 FTV Fortive Corp Technology 23,845.0 $1.5M 0.08% NEW $61.09 -1.4%
426 BILL BILL Holdings Inc Technology 40,192.0 $1.5M 0.08% NEW $36.16 +33.0%
427 TRST TrustCo Bank Corp NY Financial Services 26,377.0 $1.4M 0.08% NEW $54.91 +4.0%
428 UAL United Airlines Holdings Inc Industrials 10,626.0 $1.4M 0.08% NEW $135.99 -15.6%
429 JBI Janus International Group Inc Industrials 260,336.0 $1.4M 0.08% NEW $5.55 -8.6%
430 KTB Kontoor Brands Inc Consumer Cyclical 17,323.0 $1.4M 0.08% NEW $83.34 -7.4%
431 LECO Lincoln Electric Holdings Inc Industrials 5,435.0 $1.4M 0.08% NEW $265.51 +9.3%
432 SBSI Southside Bancshares Inc Financial Services 40,982.0 $1.4M 0.08% NEW $35.19 -8.9%
433 HUBS HubSpot Inc Technology 7,882.0 $1.4M 0.07% NEW $182.51 +29.9%
434 AEM Agnico Eagle Mines Ltd Basic Materials 9,250.0 $1.4M 0.07% NEW $155.13 +38.0%
435 JLL Jones Lang LaSalle Inc Real Estate 4,625.0 $1.4M 0.07% NEW $309.95 +24.6%
436 IBEX IBEX Holdings Ltd Technology 47,068.0 $1.4M 0.07% NEW $30.37 +20.6%
437 CNOB ConnectOne Bancorp Inc Financial Services 42,718.0 $1.4M 0.07% NEW $33.44 -4.4%
438 NNN NNN REIT Inc Real Estate 30,512.0 $1.4M 0.07% NEW $46.53 -1.9%
439 EXPO Exponent Inc Industrials 24,159.0 $1.4M 0.07% NEW $58.76 +19.7%
440 ADNT Adient PLC Consumer Cyclical 77,130.0 $1.4M 0.07% NEW $18.38 +3.2%
Page 22 of 51  ·  1,005 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
Financial Services 19.4%
Healthcare 15.6%
Industrials 15.2%
Technology 13.5%
Consumer Cyclical 13.2%
Basic Materials 5.6%
Energy 4.2%
Consumer Defensive 3.7%
Real Estate 3.6%
Utilities 3.1%