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Portfolio (Quarterly) Guide ↗

Allspring Global Investments Holdings, LLC

· CIK 0001890906
13F Portfolio $65.2B AUM 3,632 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 228 New 823 Added 646 Reduced 108 Exited
Page 5 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CHRD CHORD ENERGY CORPORATION Energy 774,733.0 $86.5M 0.13% +40K +5.5% $111.63 +29.6%
82 ADI ANALOG DEVICES INC Technology 218,988.0 $85.2M 0.13% +37K +20.4% $388.98 -4.1%
83 COP CONOCOPHILLIPS Energy 812,416.0 $83.9M 0.13% +221K +37.5% $103.22 +25.4%
84 BKNG BOOKING HOLDINGS INC Consumer Cyclical 448,505.0 $81.9M 0.13% +429K +2210.3% $182.64 +15.6%
85 RACE FERRARI N V Consumer Cyclical 218,490.0 $81.9M 0.13% +4K +2.1% $374.63 +10.6%
86 DECK DECKERS OUTDOOR CORP Consumer Cyclical 807,680.0 $81.0M 0.12% +139K +20.7% $100.33 -9.0%
87 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 1,382,421.0 $80.4M 0.12% +17K +1.2% $58.19 +3.2%
88 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,410,480.0 $79.6M 0.12% +315K +28.7% $56.44 +17.5%
89 TXN TEXAS INSTRS INC Technology 258,442.0 $77.1M 0.12% +22K +9.5% $298.41 -9.5%
90 PDD PDD HOLDINGS INC Consumer Cyclical 921,596.0 $76.1M 0.12% +236K +34.4% $82.52 +5.1%
91 MS MORGAN STANLEY Financial Services 356,704.0 $75.6M 0.12% +220K +160.5% $211.86 +2.1%
92 FLEX FLEX LTD Technology 488,786.0 $75.0M 0.12% +420K +615.6% $153.53 -21.6%
93 FEZ SPDR INDEX SHS FDS 1,080,850.0 $74.2M 0.11% +10K +1.0% $68.68 +3.8%
94 ALHC ALIGNMENT HEALTHCARE INC Healthcare 3,053,525.0 $73.3M 0.11% +595K +24.2% $24.01 -44.4%
95 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,494,297.0 $72.0M 0.11% +477K +46.9% $48.17 -3.0%
96 MDT MEDTRONIC PLC Healthcare 902,134.0 $71.4M 0.11% +17K +1.9% $79.20 +16.8%
97 PHM PULTE GROUP INC Consumer Cyclical 536,557.0 $71.1M 0.11% +63K +13.4% $132.59 -3.7%
98 KO COCA COLA CO Consumer Defensive 869,969.0 $70.7M 0.11% +509K +141.1% $81.29 +9.2%
99 VRTX VERTEX PHARMACEUTICALS INC Healthcare 140,631.0 $70.0M 0.11% +17K +13.6% $498.01 +6.3%
100 CDE COEUR MNG INC Basic Materials 4,154,286.0 $68.5M 0.10% +473K +12.8% $16.48 +13.3%
Page 5 of 42  ·  823 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
Technology 27.5%
Industrials 15.5%
Financial Services 12.0%
Healthcare 10.6%
Consumer Cyclical 7.8%
Communication Services 5.9%
Basic Materials 5.4%
Energy 4.8%
Utilities 4.3%
Consumer Defensive 4.0%