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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 19 of 86  ·  1,708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MEDP MEDPACE HLDGS INC Healthcare 29,050.0 $13.9M 0.03% -1K -4.7% $480.19 -13.5%
362 VEEV VEEVA SYS INC Healthcare 78,947.0 $13.9M 0.03% -15K -16.1% $175.66 -11.0%
363 HRL HORMEL FOODS CORP Consumer Defensive 600,166.0 $13.6M 0.03% -80K -11.8% $22.65 -12.8%
364 TXT TEXTRON INC Industrials 154,016.0 $13.5M 0.03% +30K +24.0% $87.56 +1.4%
365 DLTR DOLLAR TREE INC Consumer Defensive 121,185.0 $13.3M 0.03% +41K +50.4% $109.51 -18.2%
366 DTE DTE ENERGY CO Utilities 90,723.0 $13.3M 0.03% +9K +10.9% $146.22 -4.4%
367 EME EMCOR GROUP INC Industrials 17,797.0 $13.1M 0.02% -2K -11.4% $738.31 +23.7%
368 AAON AAON INC Industrials 157,850.0 $13.1M 0.02% +27K +20.3% $82.75 +61.9%
369 ZTS ZOETIS INC Healthcare 108,357.0 $12.8M 0.02% +8K +7.7% $118.21 -37.2%
370 MSCI MSCI INC Financial Services 23,723.0 $12.8M 0.02% -2K -8.2% $539.01 +4.2%
371 AXON AXON ENTERPRISE INC Industrials 29,880.0 $12.7M 0.02% +9K +39.8% $424.69 -6.0%
372 NRG NRG ENERGY INC Utilities 84,532.0 $12.4M 0.02% +30K +54.3% $146.14 -12.5%
373 VLTO VERALTO CORP Industrials 138,992.0 $12.3M 0.02% +13K +10.3% $88.42 -4.1%
374 DISC MEDICINE INC 191,487.0 $12.2M 0.02% +14K +8.2% $63.94
375 VMC VULCAN MATLS CO Basic Materials 44,535.0 $12.1M 0.02% -22K -33.2% $272.30 -1.6%
376 STANDARDAERO INC 468,043.0 $12.1M 0.02% -4K -0.8% $25.83
377 O REALTY INCOME CORP Real Estate 195,920.0 $12.0M 0.02% +60K +44.3% $61.18 -0.1%
378 OXY OCCIDENTAL PETE CORP Energy 183,838.0 $11.9M 0.02% +23K +14.6% $65.00 -8.3%
379 CNP CENTERPOINT ENERGY INC Utilities 275,394.0 $11.9M 0.02% +100K +57.2% $43.16 -3.3%
380 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 35,090.0 $11.9M 0.02% -5K -12.6% $337.95 +19.6%
Page 19 of 86  ·  1,708 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%