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Portfolio (Quarterly) Guide ↗

Sciencast Management LP

· CIK 0001653169
13F Portfolio $785M AUM 243 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New 62 Added 40 Reduced 181 Exited
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLR FLUOR CORP Industrials 75,338.0 $3.5M 0.45% +1K +1.6% $46.65 +1.6%
42 JCI JOHNSON CONTROLS INTERNATION Industrials 26,343.0 $3.4M 0.44% +17K +189.4% $130.95 +5.8%
43 INGERSOLL-RAND INC 42,199.0 $3.4M 0.43% +37K +749.1% $80.12
44 SYY SYSCO CORP Consumer Defensive 46,771.0 $3.3M 0.42% +40K +618.2% $71.33 +5.7%
45 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 334,289.0 $3.3M 0.42% +267K +393.6% $9.94 +7.6%
46 XYL XYLEM INC Industrials 26,237.0 $3.1M 0.40% +24K +1134.1% $119.50 -7.5%
47 PSTG EVERPURE INC-A Technology 44,302.0 $2.6M 0.33% +4K +10.0% $59.04 +46.0%
48 ATI ATI INC Industrials 17,329.0 $2.5M 0.32% +9K +100.5% $145.46 +16.8%
49 RLI RLI CORP Financial Services 43,263.0 $2.5M 0.31% +5K +13.0% $57.04 -8.5%
50 EXLS EXLSERVICE HOLDINGS INC Technology 68,883.0 $2.1M 0.27% +13K +24.1% $30.45 -5.7%
51 CHD CHURCH & DWIGHT CO INC Consumer Defensive 22,306.0 $2.1M 0.27% +19K +556.1% $93.32 +5.4%
52 MTG MGIC INVESTMENT CORP Financial Services 72,392.0 $1.9M 0.24% +20K +38.6% $26.25 -2.1%
53 TRV TRAVELERS COS INC/THE Financial Services 6,248.0 $1.8M 0.23% +554.0 +9.7% $291.68 +3.3%
54 TTEK TETRA TECH INC Industrials 55,578.0 $1.7M 0.21% +28K +104.2% $30.12 -6.7%
55 AIG AMERICAN INTERNATIONAL GROUP Financial Services 20,462.0 $1.5M 0.20% +326.0 +1.6% $75.25 +0.7%
56 AEO AMERICAN EAGLE OUTFITTERS Consumer Cyclical 84,532.0 $1.4M 0.18% +77K +987.9% $16.70 +4.8%
57 PBA PEMBINA PIPELINE CORP Energy 29,881.0 $1.3M 0.17% +11K +54.3% $44.76 +6.8%
58 TALO TALOS ENERGY INC Energy 74,671.0 $1.2M 0.15% +62K +488.5% $15.76 -7.7%
59 GLNG GOLAR LNG LTD Energy 21,071.0 $1.1M 0.14% +9K +73.7% $54.11 -6.4%
60 ASTS AST SPACEMOBILE INC Technology 11,824.0 $980K 0.12% +7K +152.5% $82.87 +55.4%
Page 3 of 4  ·  62 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
Financial Services 19.1%
Technology 18.4%
Industrials 16.8%
Consumer Cyclical 11.7%
Energy 8.3%
Healthcare 7.2%
Consumer Defensive 6.6%
Utilities 5.7%
Basic Materials 4.0%
Communication Services 2.1%