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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 45 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CPK Chesapeake Utilities Corp Utilities 2,715.0 $333K 0.02% NEW $122.48 +10.2%
882 BANR Banner Corp Financial Services 4,990.0 $332K 0.02% NEW $66.44 +5.8%
883 Triple Flag Precious Metals Co 11,017.0 $330K 0.02% NEW $29.97
884 FLEX Flex Ltd Technology 2,014.0 $326K 0.02% NEW $162.07 -32.6%
885 NAVI Navient Corp Financial Services 38,265.0 $326K 0.02% NEW $8.51 +11.5%
886 LINC Lincoln Educational Services C Consumer Defensive 6,381.0 $318K 0.02% NEW $49.90 -49.1%
887 SFNC Simmons First National Corp Financial Services 14,055.0 $318K 0.02% NEW $22.65 +0.2%
888 SNX TD SYNNEX Corp Technology 1,184.0 $317K 0.02% NEW $267.34 -6.0%
889 UFCS United Fire Group Inc Financial Services 5,953.0 $312K 0.02% NEW $52.44 +2.0%
890 DCOM Dime Commercial Bancshares Inc Financial Services 7,672.0 $312K 0.02% NEW $40.65 -0.6%
891 VIAV Viavi Solutions Inc Technology 6,490.0 $310K 0.02% NEW $47.75 -21.0%
892 FORM FormFactor Inc Technology 1,936.0 $310K 0.02% NEW $159.93 -32.6%
893 SWBI Smith & Wesson Brands Inc Industrials 20,431.0 $307K 0.02% NEW $15.04 -10.2%
894 KNX Knight-Swift Transportation Ho Industrials 3,945.0 $307K 0.02% NEW $77.87 -12.0%
895 GDYN Grid Dynamics Holdings Inc Technology 53,850.0 $306K 0.02% NEW $5.68 +38.6%
896 OCUL Ocular Therapeutix Inc Healthcare 31,135.0 $306K 0.02% NEW $9.82 +10.8%
897 MANH Manhattan Associates Inc Technology 2,178.0 $303K 0.02% NEW $139.25 +53.0%
898 CRNC Cerence Inc Technology 26,672.0 $302K 0.02% NEW $11.32 -29.2%
899 JKS JinkoSolar Holding Co Ltd Energy 17,962.0 $302K 0.02% NEW $16.80 -7.7%
900 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 949.0 $301K 0.02% NEW $317.53 -7.9%
Page 45 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%