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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  ·  475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HEICO CORP NEW 132,818.0 $28.0M 0.05% -8K -5.8% $211.09
122 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 93,837.0 $27.3M 0.05% -48K -33.7% $290.49 +1.7%
123 MAS MASCO CORP Industrials 447,241.0 $27.0M 0.05% -475K -51.5% $60.37 +13.1%
124 PCVX VAXCYTE INC Healthcare 445,903.0 $25.9M 0.05% -82K -15.5% $58.11 -7.9%
125 CENCORA INC 80,223.0 $25.2M 0.05% -26K -24.8% $314.14
126 COIN COINBASE GLOBAL INC Financial Services 142,530.0 $24.9M 0.05% -32K -18.6% $174.61 +21.4%
127 LYFT LYFT INC Technology 1,823,833.0 $24.3M 0.04% -34K -1.8% $13.30 -1.9%
128 SNPS SYNOPSYS INC Technology 60,589.0 $24.0M 0.04% -11K -15.2% $396.48 +28.6%
129 AIG AMERICAN INTL GROUP INC Financial Services 317,746.0 $23.9M 0.04% -150K -32.1% $75.25 +1.1%
130 FTV FORTIVE CORP Technology 431,633.0 $23.9M 0.04% -97K -18.3% $55.28 +6.6%
131 TARS TARSUS PHARMACEUTICALS INC Healthcare 332,982.0 $23.4M 0.04% -141K -29.8% $70.15 -7.1%
132 IDXX IDEXX LABS INC Healthcare 41,370.0 $23.2M 0.04% -8K -16.8% $561.89 -5.2%
133 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 990,969.0 $23.1M 0.04% -608K -38.0% $23.36 -12.0%
134 DXCM DEXCOM INC Healthcare 362,712.0 $22.8M 0.04% -336K -48.1% $62.80 -7.9%
135 STLD STEEL DYNAMICS INC Basic Materials 125,742.0 $22.6M 0.04% -26K -17.0% $180.00 +30.4%
136 USFD US FOODS HLDG CORP Consumer Defensive 241,189.0 $22.2M 0.04% -383K -61.3% $92.21 -8.9%
137 RVMD REVOLUTION MEDICINES INC Healthcare 227,940.0 $22.2M 0.04% -8K -3.3% $97.25 +53.7%
138 LPLA LPL FINL HLDGS INC Financial Services 72,862.0 $21.9M 0.04% -37K -33.7% $300.83 -0.9%
139 CMS CMS ENERGY CORP Utilities 278,477.0 $21.6M 0.04% -26K -8.5% $77.58 -5.6%
140 INCY INCYTE CORP Healthcare 227,612.0 $21.4M 0.04% -23K -9.3% $94.12 +3.7%
Page 7 of 24  ·  475 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%