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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 9 of 51  ·  1,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ABCB Ameris Bancorp Financial Services 38,242.0 $3.5M 0.18% NEW $90.26 -5.2%
162 SSD Simpson Manufacturing Co Inc Industrials 16,480.0 $3.5M 0.18% NEW $209.35 -10.9%
163 MSA MSA Safety Inc Industrials 19,760.0 $3.4M 0.18% NEW $174.58 +7.5%
164 SF Stifel Financial Corp Financial Services 49,385.0 $3.4M 0.18% NEW $69.77 +14.1%
165 ACGL Arch Capital Group Ltd Financial Services 34,883.0 $3.4M 0.18% NEW $97.06 +3.6%
166 ALNY Alnylam Pharmaceuticals Inc Healthcare 11,183.0 $3.4M 0.18% NEW $301.03 -20.2%
167 AXON Axon Enterprise Inc Industrials 5,972.0 $3.3M 0.17% NEW $560.61 +9.4%
168 BRO Brown & Brown Inc Financial Services 51,927.0 $3.3M 0.17% NEW $64.15 +14.3%
169 CNK Cinemark Holdings Inc Communication Services 104,873.0 $3.3M 0.17% NEW $31.73 +17.9%
170 GFF Griffon Corp Industrials 34,115.0 $3.3M 0.17% NEW $97.53 +3.9%
171 JKHY Jack Henry & Associates Inc Technology 24,150.0 $3.3M 0.17% NEW $137.74 +26.0%
172 VRSK Verisk Analytics Inc Industrials 18,504.0 $3.3M 0.17% NEW $179.53 +5.0%
173 AVY Avery Dennison Corp Industrials 20,447.0 $3.3M 0.17% NEW $162.35 +10.8%
174 FUL HB Fuller Co Basic Materials 56,333.0 $3.3M 0.17% NEW $58.29 -2.2%
175 EWBC East West Bancorp Inc Financial Services 25,343.0 $3.3M 0.17% NEW $129.09 +0.3%
176 TFC Truist Financial Corp Financial Services 65,614.0 $3.3M 0.17% NEW $49.82 +1.0%
177 AZTA Azenta Inc Healthcare 127,897.0 $3.3M 0.17% NEW $25.52 +30.1%
178 OXY Occidental Petroleum Corp Energy 66,961.0 $3.3M 0.17% NEW $48.57 +20.3%
179 XPO XPO Inc Industrials 15,685.0 $3.2M 0.17% NEW $205.29 -6.5%
180 AEIS Advanced Energy Industries Inc Industrials 8,607.0 $3.2M 0.17% NEW $372.87 -26.1%
Page 9 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%