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Portfolio (Quarterly) Guide ↗

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

· CIK 0001536186
13F Portfolio $1.5B AUM 1,872 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 625 New
Page 7 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 8,922.0 $3.5M 0.23% NEW $397.68 +0.2%
122 ITW ILLINOIS TOOL WKS INC Industrials 12,783.0 $3.5M 0.22% NEW $270.47 +5.6%
123 ADT ADT INC DEL Industrials 531,227.0 $3.5M 0.22% NEW $6.50 +11.0%
124 LMND LEMONADE INC Financial Services 52,977.0 $3.4M 0.22% NEW $65.05 -21.8%
125 SNAP SNAP INC Communication Services 769,889.0 $3.4M 0.22% NEW $4.44 +18.0%
126 TSN TYSON FOODS INC Consumer Defensive 59,673.0 $3.4M 0.22% NEW $57.25 +1.9%
127 SIX FLAGS ENTERTAINMENT CORP 160,306.0 $3.4M 0.22% NEW $21.30
128 MUSA MURPHY USA INC Consumer Cyclical 6,336.0 $3.4M 0.22% NEW $538.87 +8.0%
129 TDUP THREDUP INC Consumer Cyclical 493,883.0 $3.4M 0.22% NEW $6.85 -59.4%
130 GFS GLOBALFOUNDRIES INC Technology 40,727.0 $3.4M 0.22% NEW $82.41 -39.6%
131 INSM INSMED INC Healthcare 31,345.0 $3.3M 0.22% NEW $106.62 +20.0%
132 VIRTUS ARTIFICIAL INTELLIGEN 114,093.0 $3.2M 0.21% NEW $28.07
133 FNB F N B CORP Financial Services 167,791.0 $3.2M 0.21% NEW $19.08 +0.5%
134 MTN VAIL RESORTS INC Consumer Cyclical 23,474.0 $3.2M 0.21% NEW $136.15 +10.5%
135 DAL DELTA AIR LINES INC Industrials 34,098.0 $3.2M 0.21% NEW $93.66 -7.6%
136 LC HAPPEN INC Financial Services 153,837.0 $3.2M 0.21% NEW $20.74 -7.4%
137 ODDITY TECH LTD 209,927.0 $3.2M 0.21% NEW $15.13
138 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 59,480.0 $3.2M 0.21% NEW $53.30 +9.6%
139 ROP ROPER TECHNOLOGIES INC Industrials 9,293.0 $3.1M 0.20% NEW $338.39 +17.7%
140 CMCSA COMCAST CORP NEW Communication Services 127,784.0 $3.1M 0.20% NEW $24.55 +5.7%
Page 7 of 32  ·  625 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
Consumer Cyclical 19.6%
Consumer Defensive 15.2%
Technology 14.4%
Industrials 12.2%
Financial Services 10.7%
Healthcare 8.8%
Communication Services 6.8%
Real Estate 5.0%
Energy 2.7%
Utilities 2.6%