BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Ensign Peak Advisors, Inc

· CIK 0001454984
13F Portfolio $53.7B AUM 1,708 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 463 Added 475 Reduced 35 Exited
Page 19 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LAMR LAMAR ADVERTISING CO Real Estate 14,166.0 $1.8M 0.00% +9K +185.0% $126.66 +16.4%
362 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 24,153.0 $1.8M 0.00% +3K +15.8% $72.55 +4.9%
363 TRMB TRIMBLE INC Technology 26,735.0 $1.7M 0.00% +2K +7.2% $65.23 -14.5%
364 KIM KIMCO REALTY CORP Real Estate 77,017.0 $1.7M 0.00% +3K +4.2% $22.47 +3.2%
365 LECO LINCOLN ELEC HLDGS INC Industrials 6,945.0 $1.7M 0.00% +953.0 +15.9% $249.08 +6.9%
366 DY DYCOM INDS INC Industrials 5,046.0 $1.7M 0.00% +2K +95.0% $338.82 +33.1%
367 LEN LENNAR CORP Consumer Cyclical 19,371.0 $1.7M 0.00% +4K +22.8% $86.84 -1.8%
368 ENTG ENTEGRIS INC Technology 14,130.0 $1.7M 0.00% +2K +14.6% $117.24 +18.8%
369 NOV NOV INC Energy 87,023.0 $1.6M 0.00% +65K +296.9% $18.81 +9.6%
370 TOL TOLL BROTHERS INC Consumer Cyclical 11,894.0 $1.6M 0.00% +8K +171.3% $136.47 -3.3%
371 CUBI CUSTOMERS BANCORP INC Financial Services 23,080.0 $1.6M 0.00% +20K +592.3% $69.41 +6.4%
372 OGS ONE GAS INC Utilities 18,533.0 $1.6M 0.00% +15K +395.4% $86.13 -2.1%
373 XMTR XOMETRY INC Industrials 38,550.0 $1.6M 0.00% +35K +985.9% $40.84 +120.3%
374 R RYDER SYS INC Industrials 7,301.0 $1.5M 0.00% +5K +236.0% $204.71 +12.9%
375 MRNA MODERNA INC Healthcare 29,307.0 $1.5M 0.00% +11K +61.0% $50.80 -1.5%
376 JXN JACKSON FINANCIAL INC Financial Services 13,909.0 $1.5M 0.00% +9K +179.8% $105.72 +5.3%
377 CDW CDW CORP Technology 11,986.0 $1.5M 0.00% +2K +22.5% $121.02 -15.7%
378 CRS CARPENTER TECHNOLOGY CORP Industrials 3,555.0 $1.4M 0.00% +21.0 +0.6% $394.15 +9.0%
379 DOC HEALTHPEAK PROPERTIES INC Real Estate 84,425.0 $1.4M 0.00% +19K +29.7% $16.43 +19.1%
380 PINNACLE FINL PARTNERS INC 15,666.0 $1.3M 0.00% +11K +275.6% $86.14
Page 19 of 24  ·  463 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 32.8%
Healthcare 12.1%
Financial Services 12.1%
Communication Services 10.0%
Consumer Cyclical 9.3%
Industrials 7.4%
Energy 5.3%
Consumer Defensive 4.2%
Utilities 3.6%
Basic Materials 1.6%