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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 56 of 86  ·  1,708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CHE CHEMED CORP NEW Healthcare 844.0 $319K 0.00% -401.0 -32.2% $377.74 +15.2%
1102 OWL BLUE OWL CAPITAL INC Financial Services 34,904.0 $319K 0.00% $9.13 +3.8%
1103 VFC V F CORP Consumer Cyclical 18,737.0 $318K 0.00% $16.99 -1.8%
1104 ESAB ESAB CORPORATION Industrials 3,280.0 $317K 0.00% $96.66 -10.0%
1105 OUTFRONT MEDIA INC 11,957.0 $317K 0.00% $26.50
1106 PLXS PLEXUS CORP Technology 1,559.0 $316K 0.00% $202.54 +25.4%
1107 SHAK SHAKE SHACK INC Consumer Cyclical 3,556.0 $315K 0.00% $88.47 -28.6%
1108 FEDERATED HERMES INC 5,536.0 $314K 0.00% $56.71
1109 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 16,619.0 $313K 0.00% -5K -24.8% $18.83 +21.2%
1110 AUB ATLANTIC UN BANKSHARES CORP Financial Services 8,731.0 $312K 0.00% $35.74 +1.6%
1111 EBC EASTERN BANKSHARES INC Financial Services 15,901.0 $311K 0.00% $19.56 -1.8%
1112 CRC CALIFORNIA RES CORP Energy 4,491.0 $311K 0.00% $69.22 -9.1%
1113 RDN RADIAN GROUP INC Financial Services 9,389.0 $311K 0.00% $33.08 +13.8%
1114 OPCH OPTION CARE HEALTH INC Healthcare 11,483.0 $309K 0.00% $26.92 -27.0%
1115 NHI NATIONAL HEALTH INVS INC Real Estate 3,802.0 $307K 0.00% $80.86 -6.3%
1116 AROC ARCHROCK INC Energy 8,787.0 $306K 0.00% $34.80 +9.9%
1117 S SENTINELONE INC Technology 23,645.0 $305K 0.00% $12.88 +38.4%
1118 LPX LOUISIANA PAC CORP Basic Materials 4,182.0 $304K 0.00% -3K -40.8% $72.75 -6.3%
1119 DK DELEK US HLDGS INC NEW Energy 6,750.0 $304K 0.00% $45.07 +0.2%
1120 LMND LEMONADE INC Financial Services 4,850.0 $304K 0.00% $62.68 -16.9%
Page 56 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%