WEDGE CAPITAL MANAGEMENT L L P/NC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Clear Secure Inc Cl A(YOU) | 0 | 1,481,104 | +1,481,104 | 0 | 82,541,926 | 1.36% | +82,541,926 |
| Arrow Electrs Inc | 0 | 338,823 | +338,823 | 0 | 72,308,216 | 1.19% | +72,308,216 |
| KLA-Tencor Corp(KLAC) | 40,757 | 359,277 | +318,520 | 60,011,014 | 108,397,464 | 1.79% | +48,386,450 |
| Applied Materials Inc | 169,790 | 139,749 | -30,041 | 58,032,524 | 101,038,527 | 1.67% | +43,006,003 |
| Carnival Corp Ltd Common Share | 0 | 1,452,363 | +1,452,363 | 0 | 41,494,011 | 0.68% | +41,494,011 |
| Amphenol Corp | 422,830 | 528,324 | +105,494 | 53,424,571 | 93,154,088 | 1.54% | +39,729,517 |
| Lam Research Corp New(LRCX) | 262,308 | 220,495 | -41,813 | 56,044,727 | 95,547,098 | 1.58% | +39,502,371 |
| Victorias Secret And Co Common(VSXY) | 0 | 446,744 | +446,744 | 0 | 37,294,189 | 0.62% | +37,294,189 |
| Murphy USA Inc(MUSA) | 0 | 67,158 | +67,158 | 0 | 36,189,431 | 0.60% | +36,189,431 |
| Fox Corporation(FOX) | 0 | 748,224 | +748,224 | 0 | 35,046,812 | 0.58% | +35,046,812 |
| Reinsurance Group of America I(RGA) | 16,846 | 179,440 | +162,594 | 3,439,279 | 38,157,916 | 0.63% | +34,718,637 |
| Oscar Health Inc Cl A(OSCR) | 0 | 1,152,002 | +1,152,002 | 0 | 32,855,097 | 0.54% | +32,855,097 |
| Halozyme Therapeutics Inc(HALO) | 0 | 403,824 | +403,824 | 0 | 31,607,304 | 0.52% | +31,607,304 |
| Arista Networks Inc(ANET) | 431,665 | 485,198 | +53,533 | 52,999,829 | 82,425,436 | 1.36% | +29,425,607 |
| DROPBOX INC(DBX) | 2,378,062 | 3,005,173 | +627,111 | 54,029,569 | 82,552,102 | 1.36% | +28,522,533 |
| Alphabet Inc Cap Stock Cl A(GOOG) | 207,755 | 233,449 | +25,694 | 59,742,028 | 83,427,669 | 1.38% | +23,685,641 |
| Keysight Technologies Inc(KEYS) | 205,551 | 230,131 | +24,580 | 58,041,436 | 80,561,959 | 1.33% | +22,520,523 |
| SS&C Technologies Holdings Inc(SSNC) | 826,841 | 1,250,235 | +423,394 | 55,869,646 | 77,577,082 | 1.28% | +21,707,436 |
| Jabil Inc(JBL) | 227,047 | 212,241 | -14,806 | 60,310,495 | 81,814,661 | 1.35% | +21,504,166 |
| Corpay Inc(CPAY) | 182,341 | 222,662 | +40,321 | 53,059,408 | 74,206,565 | 1.22% | +21,147,157 |
| Texas Instruments Inc(TXN) | 301,380 | 266,012 | -35,368 | 58,509,913 | 79,290,197 | 1.31% | +20,780,284 |
| Seagate Technology Hldngs PLC | 141,881 | 77,655 | -64,226 | 55,583,301 | 74,937,075 | 1.24% | +19,353,774 |
| Microsoft Corp(MSFT) | 152,752 | 201,880 | +49,128 | 56,544,208 | 75,305,278 | 1.24% | +18,761,070 |
| Curtiss-Wright Corp(CW) | 90,045 | 105,608 | +15,563 | 61,331,450 | 80,025,518 | 1.32% | +18,694,068 |
| Dell Technologies Inc Cl C(DELL) | 396,755 | 192,093 | -204,662 | 65,119,398 | 82,880,446 | 1.37% | +17,761,048 |
| Lockheed Martin Corp(LMT) | 95,859 | 148,418 | +52,559 | 57,936,221 | 75,613,034 | 1.25% | +17,676,813 |
| Consolidated Edison Inc(ED) | 0 | 133,433 | +133,433 | 0 | 14,761,693 | 0.24% | +14,761,693 |
| TE Connectivity PLC(TEL) | 266,866 | 349,262 | +82,396 | 55,780,331 | 70,414,712 | 1.16% | +14,634,381 |
| PG&E Corp(PCG) | 0 | 839,897 | +839,897 | 0 | 14,127,068 | 0.23% | +14,127,068 |
| A.O. Smith Corporation(AOS) | 0 | 224,517 | +224,517 | 0 | 14,081,706 | 0.23% | +14,081,706 |
| NetApp Inc(NTAP) | 566,483 | 457,445 | -109,038 | 58,002,194 | 70,794,188 | 1.17% | +12,791,994 |
| Td Synnex Corporation(SNX) | 386,903 | 291,043 | -95,860 | 65,274,405 | 77,807,436 | 1.28% | +12,533,031 |
| Autodesk Inc | 236,393 | 353,982 | +117,589 | 56,592,484 | 68,821,180 | 1.14% | +12,228,696 |
| Chesapeake Energy Corp(EXE) | 0 | 133,467 | +133,467 | 0 | 12,170,856 | 0.20% | +12,170,856 |
| Fabrinet(FN) | 115,550 | 128,795 | +13,245 | 60,261,636 | 72,393,094 | 1.19% | +12,131,458 |
| Cisco Systems Inc(CSCO) | 771,735 | 611,892 | -159,843 | 59,878,919 | 71,872,834 | 1.19% | +11,993,915 |
| Expedia Group Inc(EXPE) | 122,799 | 156,440 | +33,641 | 28,353,061 | 40,029,867 | 0.66% | +11,676,806 |
| Nextpower Inc | 500,485 | 600,671 | +100,186 | 60,333,467 | 71,563,943 | 1.18% | +11,230,476 |
| Tenet Healthcare Corp New(THC) | 160,975 | 221,453 | +60,478 | 30,377,592 | 41,429,427 | 0.68% | +11,051,835 |
| Life Time Group Holdings Inc C(LTH) | 1,266,934 | 1,058,320 | -208,614 | 34,131,202 | 43,221,789 | 0.71% | +9,090,587 |
| T. Rowe Price Group Inc(TROW) | 314,998 | 321,452 | +6,454 | 28,393,920 | 36,545,878 | 0.60% | +8,151,958 |
| Centene Corp(CNC) | 746,025 | 487,090 | -258,935 | 24,424,859 | 31,266,307 | 0.52% | +6,841,448 |
| Dollar Tree Inc(DLTR) | 0 | 56,549 | +56,549 | 0 | 6,839,602 | 0.11% | +6,839,602 |
| Fidelity Natl Financial Inc(FNF) | 577,766 | 711,994 | +134,228 | 26,796,787 | 33,577,637 | 0.55% | +6,780,850 |
| Archer-Daniels-Midland Co | 0 | 88,490 | +88,490 | 0 | 6,760,636 | 0.11% | +6,760,636 |
| Revvity Inc Com(RVTY) | 294,311 | 292,493 | -1,818 | 25,784,587 | 32,542,771 | 0.54% | +6,758,184 |
| AbbVie Inc(ABBV) | 125,199 | 134,579 | +9,380 | 27,229,531 | 33,865,460 | 0.56% | +6,635,929 |
| Diodes Inc(DIOD) | 27,184 | 75,885 | +48,701 | 1,855,580 | 8,304,854 | 0.14% | +6,449,274 |
| Voya Financial Inc(VOYA) | 439,235 | 400,173 | -39,062 | 30,008,535 | 36,227,662 | 0.60% | +6,219,127 |
| Boot Barn Holdings Inc | 197,253 | 212,327 | +15,074 | 28,869,949 | 34,878,956 | 0.58% | +6,009,007 |
| Prudential Financial Inc(PFH) | 299,137 | 325,257 | +26,120 | 29,222,694 | 35,104,988 | 0.58% | +5,882,294 |
| Franklin Resources Inc(BEN) | 1,246,976 | 1,048,237 | -198,739 | 29,453,573 | 34,874,845 | 0.58% | +5,421,272 |
| Synchrony Financial(SYF) | 474,357 | 495,316 | +20,959 | 32,265,763 | 37,668,782 | 0.62% | +5,403,019 |
| CVS Health Corp(CVS) | 360,143 | 301,882 | -58,261 | 25,865,470 | 31,229,693 | 0.52% | +5,364,223 |
| MetLife Inc(MET) | 412,511 | 408,166 | -4,345 | 29,172,778 | 34,534,925 | 0.57% | +5,362,147 |
| Ralph Lauren Corp(RL) | 93,645 | 93,552 | -93 | 32,212,944 | 37,552,708 | 0.62% | +5,339,764 |
| Ameriprise Financial Inc(AMP) | 64,526 | 73,833 | +9,307 | 28,675,354 | 33,871,627 | 0.56% | +5,196,273 |
| Acuity Inc(AYI) | 39,466 | 42,944 | +3,478 | 11,059,163 | 16,175,287 | 0.27% | +5,116,124 |
| Zions Bancorporation(ZION) | 544,243 | 524,818 | -19,425 | 31,359,282 | 36,312,157 | 0.60% | +4,952,875 |
| Citigroup Inc(C) | 272,754 | 254,560 | -18,194 | 30,933,031 | 35,628,218 | 0.59% | +4,695,187 |
| Masco Corp(MAS) | 173,492 | 185,274 | +11,782 | 10,473,712 | 15,075,745 | 0.25% | +4,602,033 |
| Cencora Inc Com | 80,646 | 105,614 | +24,968 | 25,334,134 | 29,886,650 | 0.49% | +4,552,516 |
| United Rentals Inc(URI) | 14,217 | 13,116 | -1,101 | 10,357,938 | 14,858,985 | 0.25% | +4,501,047 |
| Gates Industrial Corp plc | 646,486 | 678,551 | +32,065 | 14,617,048 | 18,979,071 | 0.31% | +4,362,023 |
| DaVita Inc(DVA) | 241,328 | 186,227 | -55,101 | 37,089,700 | 41,431,783 | 0.68% | +4,342,083 |
| Valley National Bancorp(VLY) | 2,612,297 | 2,485,793 | -126,504 | 32,079,007 | 36,416,867 | 0.60% | +4,337,860 |
| Unum Group(UNM) | 418,832 | 390,340 | -28,492 | 30,587,301 | 34,896,396 | 0.58% | +4,309,095 |
| Solventum Corp(SOLV) | 383,662 | 379,356 | -4,306 | 25,053,129 | 29,267,315 | 0.48% | +4,214,186 |
| The Timken Co(TKR) | 171,376 | 147,483 | -23,893 | 17,235,284 | 21,432,230 | 0.35% | +4,196,946 |
| Oshkosh Corp(OSK) | 76,946 | 100,875 | +23,929 | 11,327,221 | 15,482,295 | 0.26% | +4,155,074 |
| Skyworks Solutions Inc(SWKS) | 121,214 | 155,757 | +34,543 | 6,491,010 | 10,560,325 | 0.17% | +4,069,315 |
| Cardinal Health Inc(CAH) | 138,609 | 139,784 | +1,175 | 29,289,468 | 33,207,087 | 0.55% | +3,917,619 |
| Ally Financial Inc(ALLY) | 862,016 | 820,960 | -41,056 | 33,816,888 | 37,723,112 | 0.62% | +3,906,224 |
| Eversource Energy(ES) | 311,407 | 352,400 | +40,993 | 21,574,277 | 25,467,948 | 0.42% | +3,893,671 |
| Middleby Corp(MIDD) | 78,520 | 82,969 | +4,449 | 10,410,182 | 14,271,498 | 0.24% | +3,861,316 |
| GE Healthcare Technologies Inc(GEHC) | 360,821 | 461,283 | +100,462 | 25,683,239 | 29,526,725 | 0.49% | +3,843,486 |
| BioCryst Pharmaceuticals Inc(BCRX) | 0 | 380,801 | +380,801 | 0 | 3,808,010 | 0.06% | +3,808,010 |
| AerCap Holdings NV(AER) | 225,645 | 237,880 | +12,235 | 30,953,981 | 34,678,146 | 0.57% | +3,724,165 |
| Owens Corning(OC) | 98,313 | 89,748 | -8,565 | 10,639,433 | 14,266,342 | 0.24% | +3,626,909 |
| State Street Corp(STT) | 251,146 | 208,736 | -42,410 | 31,785,038 | 35,401,626 | 0.58% | +3,616,588 |
| Gen Digital Inc Com(GEN) | 262,258 | 334,073 | +71,815 | 4,938,318 | 8,315,077 | 0.14% | +3,376,759 |
| 3M Co(MMM) | 71,861 | 84,873 | +13,012 | 10,436,373 | 13,741,787 | 0.23% | +3,305,414 |
| Viatris Inc(VTRS) | 1,944,173 | 1,856,208 | -87,965 | 26,265,777 | 29,476,583 | 0.49% | +3,210,806 |
| Parker-Hannifin Corp(PH) | 12,653 | 14,854 | +2,201 | 11,327,472 | 14,528,994 | 0.24% | +3,201,522 |
| Plexus Corp(PLXS) | 21,070 | 24,370 | +3,300 | 4,267,518 | 7,327,328 | 0.12% | +3,059,810 |
| Louisiana-Pacific Corp(LPX) | 88,758 | 120,492 | +31,734 | 6,457,145 | 9,477,901 | 0.16% | +3,020,756 |
| Vontier Corporation(VNT) | 297,652 | 463,302 | +165,650 | 10,557,716 | 13,435,758 | 0.22% | +2,878,042 |
| Emerson Electric Co(EMR) | 80,222 | 93,359 | +13,137 | 10,510,686 | 13,364,341 | 0.22% | +2,853,655 |
| Jacobs Solutions Inc(J) | 84,657 | 107,794 | +23,137 | 10,775,143 | 13,582,044 | 0.22% | +2,806,901 |
| The Walt Disney Co(DIS) | 323,292 | 352,069 | +28,777 | 31,158,883 | 33,886,641 | 0.56% | +2,727,758 |
| Snap-on Inc(SNA) | 30,541 | 34,335 | +3,794 | 11,093,102 | 13,816,404 | 0.23% | +2,723,302 |
| General Motors Co(GM) | 418,849 | 438,424 | +19,575 | 31,204,251 | 33,793,722 | 0.56% | +2,589,471 |
| Urban Outfitters Inc(URBN) | 505,611 | 487,891 | -17,720 | 32,030,457 | 34,571,956 | 0.57% | +2,541,499 |
| Sensata Technologies Hldng plc | 119,461 | 141,342 | +21,881 | 4,207,416 | 6,747,667 | 0.11% | +2,540,251 |
| AGCO Corp | 93,528 | 111,374 | +17,846 | 10,837,089 | 13,331,468 | 0.22% | +2,494,379 |
| Cummins Inc(CMI) | 21,458 | 19,656 | -1,802 | 11,544,833 | 14,018,856 | 0.23% | +2,474,023 |
| Hartford Insurance Group Inc C(HIG) | 236,456 | 259,897 | +23,441 | 31,975,945 | 34,441,550 | 0.57% | +2,465,605 |
| NVR Inc(NVR) | 1,175 | 1,498 | +323 | 7,743,050 | 10,206,473 | 0.17% | +2,463,423 |
| Benchmark Electronics Inc(BHE) | 50,081 | 53,150 | +3,069 | 2,807,541 | 5,244,311 | 0.09% | +2,436,770 |
| South Plains Financial Inc(SPFI) | 0 | 55,944 | +55,944 | 0 | 2,410,347 | 0.04% | +2,410,347 |