BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 11 of 13  ·  243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TECH BIO-TECHNE CORP Healthcare 11,472.0 $600K 0.08% NEW $52.26 -9.4%
202 DIS WALT DISNEY CO/THE Communication Services 6,136.0 $591K 0.07% NEW $96.38 +7.4%
203 EXPAND ENERGY CORP 5,189.0 $570K 0.07% NEW $109.78
204 SBLK STAR BULK CARRIERS CORP Industrials 24,512.0 $563K 0.07% NEW $22.97 +18.7%
205 NFG NATIONAL FUEL GAS CO Energy 5,939.0 $558K 0.07% NEW $93.96 -16.3%
206 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,146.0 $533K 0.07% NEW $103.50 +12.3%
207 BTU PEABODY ENERGY CORP Energy 16,065.0 $529K 0.07% NEW $32.95 -20.1%
208 BSX BOSTON SCIENTIFIC CORP Healthcare 8,401.0 $527K 0.07% -53K -86.3% $62.75 -19.8%
209 DOCS DOXIMITY INC-CLASS A Healthcare 22,486.0 $524K 0.07% NEW $23.30 -12.7%
210 FTDR FRONTDOOR INC Consumer Cyclical 9,792.0 $518K 0.07% NEW $52.86 +17.1%
211 RS RELIANCE INC Basic Materials 1,665.0 $506K 0.06% NEW $303.92 +24.9%
212 RVTY REVVITY INC Healthcare 5,772.0 $506K 0.06% NEW $87.61 +9.7%
213 TXT TEXTRON INC Industrials 5,618.0 $492K 0.06% NEW $87.56 +5.6%
214 UBS UBS GROUP AG-REG Financial Services 12,531.0 $490K 0.06% NEW $39.07 +20.2%
215 LIBERTY MEDIA CORP-FORMULA-C 5,758.0 $490K 0.06% NEW $85.02
216 CMB TECH NV 36,275.0 $459K 0.06% NEW $12.65
217 SMITHFIELD FOODS INC 16,400.0 $459K 0.06% NEW $27.97
218 DAR DARLING INGREDIENTS INC Consumer Defensive 7,139.0 $442K 0.06% NEW $61.85 -4.9%
219 HPQ HP INC Technology 22,717.0 $436K 0.06% NEW $19.21 +30.1%
220 NOG NORTHERN OIL AND GAS INC Energy 14,746.0 $431K 0.06% NEW $29.23 -25.9%
Page 11 of 13  ·  243 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%