WEDGE CAPITAL MANAGEMENT L L P/NC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Lam Research Corp New(LRCX) | 2,503 | 622,436 | +619,933 | 243,642 | 83,344,180 | 1.41% | +83,100,538 |
| Arista Networks Inc(ANET) | 2,074 | 466,470 | +464,396 | 212,191 | 67,969,344 | 1.15% | +67,757,153 |
| InterDigital Inc(IDCC) | 0 | 194,891 | +194,891 | 0 | 67,282,220 | 1.14% | +67,282,220 |
| Zoom Video Communications Inc(ZM) | 0 | 767,965 | +767,965 | 0 | 63,357,113 | 1.07% | +63,357,113 |
| Dillard's Inc(DDS) | 8,272 | 70,880 | +62,608 | 3,456,290 | 43,554,342 | 0.74% | +40,098,052 |
| Voya Financial Inc(VOYA) | 0 | 490,017 | +490,017 | 0 | 36,653,272 | 0.62% | +36,653,272 |
| AutoNation Inc(AN) | 0 | 158,161 | +158,161 | 0 | 34,600,882 | 0.59% | +34,600,882 |
| General Motors Co(GM) | 0 | 562,383 | +562,383 | 0 | 34,288,492 | 0.58% | +34,288,492 |
| Wynn Resorts Ltd(WYNN) | 62,491 | 303,986 | +241,495 | 5,853,532 | 38,992,284 | 0.66% | +33,138,752 |
| Boyd Gaming Corp(BYD) | 0 | 373,668 | +373,668 | 0 | 32,303,599 | 0.55% | +32,303,599 |
| Franklin Resources Inc(BEN) | 0 | 1,396,136 | +1,396,136 | 0 | 32,292,626 | 0.55% | +32,292,626 |
| Hasbro Inc(HAS) | 0 | 403,529 | +403,529 | 0 | 30,607,675 | 0.52% | +30,607,675 |
| Jazz Pharmaceuticals plc(JAZZ) | 0 | 211,185 | +211,185 | 0 | 27,834,183 | 0.47% | +27,834,183 |
| Johnson & Johnson(JNJ) | 4,096 | 150,491 | +146,395 | 625,664 | 27,904,041 | 0.47% | +27,278,377 |
| Biogen Inc(BIIB) | 0 | 192,872 | +192,872 | 0 | 27,017,510 | 0.46% | +27,017,510 |
| Teleflex Inc(TFX) | 0 | 220,082 | +220,082 | 0 | 26,929,234 | 0.46% | +26,929,234 |
| GE Healthcare Technologies Inc(GEHC) | 0 | 357,638 | +357,638 | 0 | 26,858,614 | 0.45% | +26,858,614 |
| Regeneron Pharmaceuticals(REGN) | 0 | 45,195 | +45,195 | 0 | 25,411,793 | 0.43% | +25,411,793 |
| Cal-Maine Foods Inc(CALM) | 21,879 | 259,445 | +237,566 | 2,179,805 | 24,413,775 | 0.41% | +22,233,970 |
| Nextracker Inc Class A Com | 1,069,012 | 1,039,010 | -30,002 | 58,122,182 | 76,876,350 | 1.30% | +18,754,168 |
| DTE Energy Co(DTB) | 0 | 118,242 | +118,242 | 0 | 16,722,966 | 0.28% | +16,722,966 |
| Chord Energy Corp(CHRD) | 0 | 131,747 | +131,747 | 0 | 13,091,699 | 0.22% | +13,091,699 |
| TE Connectivity PLC(TEL) | 361,772 | 334,111 | -27,661 | 61,020,083 | 73,347,388 | 1.24% | +12,327,305 |
| Middleby Corp(MIDD) | 0 | 88,025 | +88,025 | 0 | 11,701,163 | 0.20% | +11,701,163 |
| KLA-Tencor Corp(KLAC) | 77,691 | 73,398 | -4,293 | 69,590,936 | 79,167,083 | 1.34% | +9,576,147 |
| Amphenol Corp | 674,251 | 591,796 | -82,455 | 66,582,286 | 73,234,755 | 1.24% | +6,652,469 |
| NetApp Inc(NTAP) | 595,757 | 589,025 | -6,732 | 63,477,908 | 69,775,902 | 1.18% | +6,297,994 |
| CommVault Systems Inc(CVLT) | 337,955 | 342,740 | +4,785 | 58,915,695 | 64,702,457 | 1.10% | +5,786,762 |
| Valley National Bancorp(VLY) | 3,810,868 | 3,745,286 | -65,582 | 34,031,051 | 39,700,032 | 0.67% | +5,668,981 |
| F5 Inc Com(FFIV) | 204,971 | 203,665 | -1,306 | 60,327,065 | 65,822,491 | 1.11% | +5,495,426 |
| DROPBOX INC(DBX) | 2,227,560 | 2,287,185 | +59,625 | 63,708,216 | 69,095,859 | 1.17% | +5,387,643 |
| Unum Group(UNM) | 417,284 | 502,222 | +84,938 | 33,699,856 | 39,062,827 | 0.66% | +5,362,971 |
| SS&C Technologies Holdings Inc(SSNC) | 817,539 | 822,524 | +4,985 | 67,692,229 | 73,007,230 | 1.24% | +5,315,001 |
| Seagate Technology Hldngs PLC | 485,744 | 318,860 | -166,884 | 70,107,432 | 75,270,092 | 1.27% | +5,162,660 |
| Southstate Bank Corp | 0 | 48,653 | +48,653 | 0 | 4,810,322 | 0.08% | +4,810,322 |
| J.M. Smucker Co(SJM) | 0 | 41,218 | +41,218 | 0 | 4,476,275 | 0.08% | +4,476,275 |
| Jackson Financial Inc Cl A(JXN) | 411,217 | 402,856 | -8,361 | 36,511,957 | 40,781,113 | 0.69% | +4,269,156 |
| Curtiss-Wright Corp(CW) | 140,451 | 133,317 | -7,134 | 68,617,336 | 72,383,132 | 1.23% | +3,765,796 |
| Bath & Body Works Inc | 0 | 143,013 | +143,013 | 0 | 3,684,015 | 0.06% | +3,684,015 |
| Mueller Industries Inc(MLI) | 163,968 | 163,538 | -430 | 13,030,537 | 16,535,327 | 0.28% | +3,504,790 |
| Ultra Clean Holdings Inc(UCTT) | 0 | 116,490 | +116,490 | 0 | 3,174,353 | 0.05% | +3,174,353 |
| Catalyst Pharmaceuticals Inc(CPRX) | 0 | 145,168 | +145,168 | 0 | 2,859,810 | 0.05% | +2,859,810 |
| Thermon Group Holdings Inc | 58,554 | 165,479 | +106,925 | 1,644,196 | 4,421,599 | 0.07% | +2,777,403 |
| Xcel Energy Inc(XEL) | 233,989 | 231,709 | -2,280 | 15,934,651 | 18,687,331 | 0.32% | +2,752,680 |
| Paychex Inc(PAYX) | 396,897 | 476,943 | +80,046 | 57,732,638 | 60,457,295 | 1.02% | +2,724,657 |
| United Natural Foods Inc(UNFI) | 0 | 68,781 | +68,781 | 0 | 2,587,541 | 0.04% | +2,587,541 |
| Cummins Inc(CMI) | 31,580 | 30,558 | -1,022 | 10,342,450 | 12,906,782 | 0.22% | +2,564,332 |
| Alphabet Inc Cap Stock Cl A(GOOG) | 384,780 | 289,387 | -95,393 | 67,809,779 | 70,349,980 | 1.19% | +2,540,201 |
| Mastec Inc(MTZ) | 39,312 | 42,903 | +3,591 | 6,699,944 | 9,130,187 | 0.15% | +2,430,243 |
| Fidelity Natl Financial Inc(FNF) | 620,854 | 615,359 | -5,495 | 34,805,075 | 37,223,066 | 0.63% | +2,417,991 |
| McGrath RentCorp Com(MGRC) | 0 | 19,956 | +19,956 | 0 | 2,340,839 | 0.04% | +2,340,839 |
| Pediatrix Medical Group Inc(MD) | 0 | 138,228 | +138,228 | 0 | 2,315,319 | 0.04% | +2,315,319 |
| Highwoods Properties Inc(HIW) | 0 | 71,753 | +71,753 | 0 | 2,283,180 | 0.04% | +2,283,180 |
| Halliburton Co(HAL) | 657,800 | 636,238 | -21,562 | 13,405,964 | 15,651,455 | 0.27% | +2,245,491 |
| Matson Inc(MATX) | 92,577 | 127,208 | +34,631 | 10,308,449 | 12,541,437 | 0.21% | +2,232,988 |
| Leidos Holdings Inc(LDOS) | 41,860 | 46,618 | +4,758 | 6,603,834 | 8,808,937 | 0.15% | +2,205,103 |
| C.H. Robinson Worldwide Inc(CHRW) | 62,200 | 61,585 | -615 | 5,968,090 | 8,153,854 | 0.14% | +2,185,764 |
| FirstEnergy Corp(FE) | 400,696 | 397,209 | -3,487 | 16,132,021 | 18,200,116 | 0.31% | +2,068,095 |
| BorgWarner Inc | 317,482 | 286,106 | -31,376 | 10,629,297 | 12,577,220 | 0.21% | +1,947,923 |
| Thermo Fisher Scientific Inc(TMO) | 17,847 | 18,859 | +1,012 | 7,236,245 | 9,146,992 | 0.15% | +1,910,747 |
| Regions Financial Corp(RF) | 1,680,417 | 1,567,000 | -113,417 | 39,523,408 | 41,321,790 | 0.70% | +1,798,382 |
| Microsoft Corp(MSFT) | 142,545 | 140,323 | -2,222 | 70,903,308 | 72,680,298 | 1.23% | +1,776,990 |
| PulteGroup Inc(PHM) | 50,154 | 53,272 | +3,118 | 5,289,241 | 7,038,829 | 0.12% | +1,749,588 |
| Cognizant Technology Solutions(CTSH) | 757,804 | 907,233 | +149,429 | 59,131,446 | 60,848,117 | 1.03% | +1,716,671 |
| Eversource Energy(ES) | 111,928 | 124,187 | +12,259 | 7,120,859 | 8,834,663 | 0.15% | +1,713,804 |
| Ryder System Inc(R) | 68,419 | 66,542 | -1,877 | 10,878,621 | 12,552,483 | 0.21% | +1,673,862 |
| NiSource Inc(NI) | 165,436 | 192,740 | +27,304 | 6,673,688 | 8,345,642 | 0.14% | +1,671,954 |
| Autodesk Inc | 207,100 | 207,077 | -23 | 64,111,947 | 65,782,151 | 1.11% | +1,670,204 |
| HF Sinclair Corporation Com(DINO) | 0 | 31,641 | +31,641 | 0 | 1,656,090 | 0.03% | +1,656,090 |
| AECOM(ACM) | 51,455 | 56,947 | +5,492 | 5,807,211 | 7,429,875 | 0.13% | +1,622,664 |
| Hartford Insurance Group Inc C(HIG) | 272,163 | 270,940 | -1,223 | 34,529,320 | 36,140,687 | 0.61% | +1,611,367 |
| Open Text Corp(OTEX) | 98,130 | 118,466 | +20,336 | 2,865,396 | 4,428,259 | 0.08% | +1,562,863 |
| Lindblad Expeditions Holdings(LIND) | 0 | 119,373 | +119,373 | 0 | 1,527,974 | 0.03% | +1,527,974 |
| Acuity Inc(AYI) | 38,434 | 37,601 | -833 | 11,466,400 | 12,949,408 | 0.22% | +1,483,008 |
| Evergy Inc(EVRG) | 232,130 | 229,970 | -2,160 | 16,000,721 | 17,482,319 | 0.30% | +1,481,598 |
| Applied Industrial Technologie(AIT) | 19,865 | 23,344 | +3,479 | 4,617,619 | 6,093,951 | 0.10% | +1,476,332 |
| Snap-on Inc(SNA) | 32,050 | 33,038 | +988 | 9,973,319 | 11,448,658 | 0.19% | +1,475,339 |
| NVR Inc(NVR) | 716 | 839 | +123 | 5,288,133 | 6,741,080 | 0.11% | +1,452,947 |
| PPL Corp(PPL) | 468,655 | 466,204 | -2,451 | 15,882,718 | 17,324,141 | 0.29% | +1,441,423 |
| Energizer Holdings Inc(ENR) | 0 | 57,801 | +57,801 | 0 | 1,438,667 | 0.02% | +1,438,667 |
| F&G Annuities & Life Inc(FG) | 0 | 45,864 | +45,864 | 0 | 1,434,167 | 0.02% | +1,434,167 |
| Tri Pointe Group Inc | 0 | 41,141 | +41,141 | 0 | 1,397,560 | 0.02% | +1,397,560 |
| Hamilton Insurance Group Ltd C(HG) | 0 | 55,831 | +55,831 | 0 | 1,384,609 | 0.02% | +1,384,609 |
| Ramaco Resources Inc Cl A | 128,700 | 91,144 | -37,556 | 1,691,118 | 3,025,069 | 0.05% | +1,333,951 |
| Vontier Corporation(VNT) | 289,412 | 285,071 | -4,341 | 10,679,303 | 11,964,430 | 0.20% | +1,285,127 |
| Acuren Corp(TIC) | 0 | 96,419 | +96,419 | 0 | 1,283,337 | 0.02% | +1,283,337 |
| Nu Skin Enterprises Inc | 0 | 105,026 | +105,026 | 0 | 1,280,267 | 0.02% | +1,280,267 |
| Patterson-UTI Energy Inc(PTEN) | 277,452 | 564,630 | +287,178 | 1,645,290 | 2,924,783 | 0.05% | +1,279,493 |
| Plexus Corp(PLXS) | 20,207 | 27,600 | +7,393 | 2,734,209 | 3,993,444 | 0.07% | +1,259,235 |
| Zions Bancorporation(ZION) | 705,674 | 669,580 | -36,094 | 36,652,708 | 37,884,836 | 0.64% | +1,232,128 |
| Verizon Communications Inc(VZ) | 366,682 | 388,839 | +22,157 | 15,866,330 | 17,089,474 | 0.29% | +1,223,144 |
| Gates Industrial Corp plc | 651,053 | 652,568 | +1,515 | 14,993,751 | 16,196,738 | 0.27% | +1,202,987 |
| Iridium Communications Inc(IRDM) | 0 | 66,549 | +66,549 | 0 | 1,161,946 | 0.02% | +1,161,946 |
| Bread Financial Holdings Inc C | 0 | 20,733 | +20,733 | 0 | 1,156,279 | 0.02% | +1,156,279 |
| UnitedHealth Group Inc(UNH) | 24,459 | 25,431 | +972 | 7,630,474 | 8,781,324 | 0.15% | +1,150,850 |
| MetLife Inc(MET) | 427,482 | 431,319 | +3,837 | 34,378,102 | 35,527,746 | 0.60% | +1,149,644 |
| Universal Health Services Inc(UHS) | 45,009 | 45,429 | +420 | 8,153,380 | 9,287,505 | 0.16% | +1,134,125 |
| Genuine Parts Co(GPC) | 88,896 | 85,950 | -2,946 | 10,783,974 | 11,912,670 | 0.20% | +1,128,696 |
| Core & Main Inc Cl A(CNM) | 183,290 | 226,048 | +42,758 | 11,061,552 | 12,168,164 | 0.21% | +1,106,612 |
| Apple Inc(AAPL) | 22,286 | 22,286 | 0 | 4,572,419 | 5,674,684 | 0.10% | +1,102,265 |