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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 7 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DASH DOORDASH INC Communication Services 191,800.0 $28.8M 0.05% +77K +67.4% $150.15 +2.4%
122 DELL DELL TECHNOLOGIES INC Technology 174,721.0 $28.7M 0.05% +23K +15.3% $164.13 +51.0%
123 BE BLOOM ENERGY CORP Industrials 209,427.0 $28.4M 0.05% +58K +38.3% $135.49 +103.7%
124 ROIV ROIVANT SCIENCES LTD Healthcare 1,018,842.0 $28.2M 0.05% +984K +2854.1% $27.70 +6.5%
125 KVUE KENVUE INC Consumer Defensive 1,585,551.0 $27.3M 0.05% +407K +34.5% $17.24 -0.3%
126 ARCC ARES CAPITAL CORP Financial Services 1,440,000.0 $25.9M 0.05% +1.2M +476.0% $18.02 +4.9%
127 MCO MOODYS CORP Financial Services 58,716.0 $25.6M 0.05% +8K +16.9% $436.25 -0.8%
128 EFX EQUIFAX INC Industrials 141,647.0 $25.5M 0.05% +71K +99.4% $180.07 -12.4%
129 DHI D R HORTON INC Consumer Cyclical 185,341.0 $25.4M 0.05% +8K +4.4% $137.22 +1.6%
130 MLM MARTIN MARIETTA MATLS INC Basic Materials 42,898.0 $25.3M 0.05% +25K +142.1% $588.68 -2.3%
131 MTB M & T BK CORP Financial Services 119,541.0 $24.7M 0.05% +53K +79.3% $206.72 -0.5%
132 EQH EQUITABLE HLDGS INC Financial Services 663,288.0 $24.6M 0.05% +12K +1.8% $37.11 +14.6%
133 NOC NORTHROP GRUMMAN CORP Industrials 35,085.0 $23.9M 0.04% +8K +29.8% $682.24 -19.6%
134 DG DOLLAR GEN CORP Consumer Defensive 201,462.0 $23.9M 0.04% +25K +14.4% $118.73 -11.5%
135 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 181,481.0 $23.9M 0.04% +14K +8.5% $131.74 +20.7%
136 NI NISOURCE INC Utilities 503,652.0 $23.5M 0.04% +7K +1.4% $46.66 +1.6%
137 DD DUPONT DE NEMOURS INC Basic Materials 506,561.0 $23.2M 0.04% +100K +24.6% $45.80 +10.5%
138 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 69,647.0 $23.0M 0.04% +12K +20.2% $330.87 -13.3%
139 IQVIA HLDGS INC 134,401.0 $22.9M 0.04% +85K +169.3% $170.54
140 COGT COGENT BIOSCIENCES INC Healthcare 572,872.0 $22.0M 0.04% +151K +35.9% $38.49 -11.2%
Page 7 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%