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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 42 of 86  ·  1,708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ALGN ALIGN TECHNOLOGY INC Healthcare 6,352.0 $1.1M 0.00% -737.0 -10.4% $171.43 -4.7%
822 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 17,196.0 $1.1M 0.00% NEW $62.64 +20.0%
823 AEIS ADVANCED ENERGY INDS Industrials 3,329.0 $1.1M 0.00% -707.0 -17.5% $322.71 -3.0%
824 FN FABRINET Technology 2,035.0 $1.1M 0.00% $521.52 +30.0%
825 PBA PEMBINA PIPELINE CORP Energy 23,700.0 $1.1M 0.00% -2K -9.2% $44.62 +11.0%
826 LOPE GRAND CANYON ED INC Consumer Defensive 6,156.0 $1.0M 0.00% -5K -46.5% $170.03 -6.2%
827 RITM RITHM CAPITAL CORP Real Estate 109,870.0 $1.0M 0.00% -200K -64.5% $9.48 -5.1%
828 MTZ MASTEC INC Industrials 3,233.0 $1.0M 0.00% $321.74 +19.7%
829 ONON ON HLDG AG Consumer Cyclical 30,493.0 $1.0M 0.00% +20K +190.6% $34.02 +9.8%
830 BKH BLACK HILLS CORP Utilities 14,755.0 $1.0M 0.00% +12K +459.3% $69.41 +6.4%
831 RIG TRANSOCEAN LTD Energy 154,463.0 $1.0M 0.00% -3.3M -95.5% $6.63 +12.4%
832 THC TENET HEALTHCARE CORP Healthcare 5,377.0 $1.0M 0.00% +400.0 +8.0% $188.71 +1.4%
833 HALO HALOZYME THERAPEUTICS INC Healthcare 15,640.0 $1.0M 0.00% -2K -12.9% $64.63 +6.3%
834 IMO IMPERIAL OIL LTD Energy 7,724.0 $1.0M 0.00% -2K -22.2% $130.56 +5.5%
835 UFPI UFP INDUSTRIES INC Basic Materials 10,803.0 $995K 0.00% -11K -49.7% $92.12 -14.1%
836 OC OWENS CORNING NEW Industrials 9,043.0 $979K 0.00% -975.0 -9.7% $108.22 -0.2%
837 CACI CACI INTL INC Technology 1,764.0 $959K 0.00% -812.0 -31.5% $543.87 -9.4%
838 OKLO OKLO INC Utilities 19,247.0 $954K 0.00% +1K +7.6% $49.59 +12.7%
839 PAAS PAN AMERN SILVER CORP Basic Materials 17,500.0 $954K 0.00% -500.0 -2.8% $54.53 -3.0%
840 ITT ITT INC Industrials 4,978.0 $948K 0.00% -383.0 -7.1% $190.53 +0.3%
Page 42 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%