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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CC CHEMOURS CO/THE Basic Materials 34,928.0 $769K 0.10% NEW $22.03 -0.5%
102 BSY BENTLEY SYSTEMS INC-CLASS B Technology 19,015.0 $668K 0.09% NEW $35.12 -6.3%
103 PNW PINNACLE WEST CAPITAL Utilities 6,522.0 $657K 0.08% NEW $100.75 +2.4%
104 REZI RESIDEO TECHNOLOGIES INC Industrials 19,436.0 $655K 0.08% NEW $33.71 -10.4%
105 TECH BIO-TECHNE CORP Healthcare 11,472.0 $600K 0.08% NEW $52.26 -6.2%
106 DIS WALT DISNEY CO/THE Communication Services 6,136.0 $591K 0.07% NEW $96.38 +8.4%
107 EXPAND ENERGY CORP 5,189.0 $570K 0.07% NEW $109.78
108 SBLK STAR BULK CARRIERS CORP Industrials 24,512.0 $563K 0.07% NEW $22.97 +19.3%
109 NFG NATIONAL FUEL GAS CO Energy 5,939.0 $558K 0.07% NEW $93.96 -15.3%
110 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,146.0 $533K 0.07% NEW $103.50 +13.1%
111 BTU PEABODY ENERGY CORP Energy 16,065.0 $529K 0.07% NEW $32.95 -23.0%
112 DOCS DOXIMITY INC-CLASS A Healthcare 22,486.0 $524K 0.07% NEW $23.30 -14.5%
113 FTDR FRONTDOOR INC Consumer Cyclical 9,792.0 $518K 0.07% NEW $52.86 +18.7%
114 RS RELIANCE INC Basic Materials 1,665.0 $506K 0.06% NEW $303.92 +23.8%
115 RVTY REVVITY INC Healthcare 5,772.0 $506K 0.06% NEW $87.61 +11.7%
116 TXT TEXTRON INC Industrials 5,618.0 $492K 0.06% NEW $87.56 +6.5%
117 UBS UBS GROUP AG-REG Financial Services 12,531.0 $490K 0.06% NEW $39.07 +20.5%
118 LIBERTY MEDIA CORP-FORMULA-C 5,758.0 $490K 0.06% NEW $85.02
119 CMB TECH NV 36,275.0 $459K 0.06% NEW $12.65
120 SMITHFIELD FOODS INC 16,400.0 $459K 0.06% NEW $27.97
Page 6 of 8  ·  141 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%