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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAR DARLING INGREDIENTS INC Consumer Defensive 7,139.0 $442K 0.06% NEW $61.85 -5.2%
122 HPQ HP INC Technology 22,717.0 $436K 0.06% NEW $19.21 +25.3%
123 NOG NORTHERN OIL AND GAS INC Energy 14,746.0 $431K 0.06% NEW $29.23 -25.6%
124 GLBE GLOBAL-E ONLINE LTD Consumer Cyclical 12,706.0 $392K 0.05% NEW $30.85 -4.2%
125 HTH HILLTOP HOLDINGS INC Financial Services 10,397.0 $372K 0.05% NEW $35.82 +6.4%
126 HCC WARRIOR MET COAL INC Energy 3,981.0 $371K 0.05% NEW $93.15 -1.0%
127 ZS ZSCALER INC Technology 2,583.0 $362K 0.05% NEW $140.29 -3.6%
128 FORTINET INC 3,890.0 $318K 0.04% NEW $81.72
129 HTO H2O AMERICA Utilities 5,189.0 $304K 0.04% NEW $58.67 -0.5%
130 ABCB AMERIS BANCORP Financial Services 3,862.0 $301K 0.04% NEW $77.99 +9.6%
131 HUBB HUBBELL INC Industrials 552.0 $271K 0.04% NEW $490.74 -1.8%
132 ESNT ESSENT GROUP LTD Financial Services 4,474.0 $261K 0.03% NEW $58.44 +3.9%
133 GTX GARRETT MOTION INC Consumer Cyclical 13,855.0 $252K 0.03% NEW $18.17 +86.3%
134 TRMB TRIMBLE INC Technology 3,758.0 $245K 0.03% NEW $65.23 -14.0%
135 CLBT CELLEBRITE DI LTD Technology 16,526.0 $228K 0.03% NEW $13.78 -7.1%
136 EXP EAGLE MATERIALS INC Basic Materials 1,165.0 $221K 0.03% NEW $189.45 +12.4%
137 L LOEWS CORP Financial Services 1,997.0 $213K 0.03% NEW $106.74 +2.3%
138 BANC BANC OF CALIFORNIA INC Financial Services 11,776.0 $207K 0.03% NEW $17.58 +7.7%
139 PENN PENN ENTERTAINMENT INC Consumer Cyclical 10,020.0 $151K 0.02% NEW $15.03 +16.7%
140 MGNI MAGNITE INC Communication Services 11,704.0 $139K 0.02% NEW $11.88 +14.9%
Page 7 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%