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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 5 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CBRE CBRE GROUP INC Real Estate 383,935.0 $52.0M 0.10% +115K +42.5% $135.46 -4.1%
82 CAH CARDINAL HEALTH INC Healthcare 245,317.0 $51.8M 0.10% +86K +53.8% $211.31 -7.6%
83 HCA HCA HEALTHCARE INC Healthcare 108,342.0 $51.3M 0.10% +7K +6.9% $473.24 -8.6%
84 CRH PLC 471,939.0 $49.6M 0.09% +44K +10.4% $105.12
85 CMCSA COMCAST CORP NEW Communication Services 1,718,196.0 $49.3M 0.09% +232K +15.6% $28.71 -13.8%
86 WDC WESTERN DIGITAL CORP Technology 177,891.0 $48.1M 0.09% +87K +96.3% $270.49 +80.8%
87 LITE LUMENTUM HLDGS INC Technology 65,273.0 $45.9M 0.09% +61K +1579.7% $702.76 +42.6%
88 RPRX ROYALTY PHARMA PLC Healthcare 932,650.0 $44.7M 0.08% +142K +18.0% $47.97 +11.3%
89 ECL ECOLAB INC Basic Materials 163,094.0 $43.4M 0.08% +21K +14.9% $266.02 -6.4%
90 AEP AMERICAN ELEC PWR CO INC Utilities 330,364.0 $43.3M 0.08% +6K +1.8% $131.08 -4.5%
91 FERG FERGUSON ENTERPRISES INC Industrials 183,314.0 $42.8M 0.08% +9K +5.2% $233.26 -0.5%
92 CTAS CINTAS CORP Industrials 252,412.0 $42.7M 0.08% +21K +8.9% $169.14 -1.9%
93 PNC PNC FINL SVCS GROUP INC Financial Services 199,409.0 $41.5M 0.08% +165K +471.9% $208.09 +2.6%
94 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,262,621.0 $40.4M 0.07% +475K +60.4% $32.01 +2.0%
95 MPC MARATHON PETE CORP Energy 163,607.0 $39.9M 0.07% +10K +6.8% $244.18 +1.9%
96 JCI JOHNSON CONTROLS INTERNATION Industrials 304,485.0 $39.9M 0.07% +134K +78.3% $130.95 +9.8%
97 PWR QUANTA SVCS INC Industrials 72,473.0 $39.8M 0.07% +10K +16.6% $549.02 +42.1%
98 PTCT PTC THERAPEUTICS INC Healthcare 582,318.0 $39.7M 0.07% +302K +107.5% $68.13 +6.7%
99 MDT MEDTRONIC PLC Healthcare 437,390.0 $37.9M 0.07% +46K +11.9% $86.65 -11.2%
100 TT TRANE TECHNOLOGIES PLC Industrials 90,439.0 $37.7M 0.07% +32K +54.0% $416.74 +15.6%
Page 5 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%