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Portfolio (Quarterly) Guide ↗

Ceredex Value Advisors LLC

· CIK 0001738726
13F Portfolio $3.2B AUM 374 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 28 Added 81 Reduced
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 13,746.0 $1.7M 0.05% -713.0 -4.9% $124.28 -14.1%
Page 5 of 5  ·  81 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
Industrials 21.4%
Technology 17.7%
Financial Services 15.7%
Consumer Cyclical 8.4%
Energy 7.5%
Basic Materials 6.7%
Healthcare 6.6%
Utilities 6.2%
Real Estate 4.7%
Consumer Defensive 3.8%