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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 63 of 86  ·  1,708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 HP HELMERICH & PAYNE INC Energy 6,562.0 $236K $36.03 +9.6%
1242 FBNC FIRST BANCORP N C Financial Services 4,184.0 $236K $56.35 +1.8%
1243 PURSUIT ATTRACTIONS AND HOSP 6,434.0 $236K $36.63
1244 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 13,617.0 $236K $17.30 +7.9%
1245 CURB CURBLINE PPTYS CORP Real Estate 9,126.0 $235K $25.79 +7.0%
1246 KTB KONTOOR BRANDS INC Consumer Cyclical 3,345.0 $235K $70.29 -12.1%
1247 RYN RAYONIER INC Real Estate 11,402.0 $235K $20.62 -3.9%
1248 BOX BOX INC Technology 9,943.0 $235K -8K -45.3% $23.64 +9.0%
1249 MSM MSC INDL DIRECT INC Industrials 2,540.0 $234K $92.27 +13.4%
1250 WLY WILEY JOHN & SONS INC Communication Services 6,140.0 $234K $38.10 +4.7%
1251 SKY CHAMPION HOMES INC Consumer Cyclical 3,144.0 $234K $74.37 -10.9%
1252 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 3,148.0 $232K $73.70 +4.6%
1253 PARR PAR PAC HOLDINGS INC Energy 3,700.0 $232K NEW $62.64 -6.9%
1254 MMSI MERIT MED SYS INC Healthcare 3,344.0 $231K $68.93 -11.0%
1255 JBS N.V. 12,750.0 $229K $17.96
1256 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 2,619.0 $229K $87.40 -2.0%
1257 BMI BADGER METER INC Technology 1,498.0 $228K $152.35 -21.9%
1258 FUL FULLER H B CO Basic Materials 3,693.0 $228K $61.68 -5.9%
1259 ITRI ITRON INC Technology 2,525.0 $226K -22K -89.5% $89.63 -11.6%
1260 BOH BANK HAWAII CORP Financial Services 3,045.0 $226K $74.25 +3.6%
Page 63 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%