Fund HoldingsEARNEST PARTNERS LLC

Total Portfolio Value
$22.97B
Total Bought
$1.73B
Total Sold
$2.15B
Net Transaction
-$414.97M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WEX INC(WEX)0863,954+863,9540181,1970.79%+181,197
MIDDLEBY CORP(MIDD)01,264,523+1,264,5230175,9330.77%+175,933
CBRE GROUP INC(CBRE)03,647,093+3,647,0930453,9901.98%+453,990
ONE GAS INC(OGS)197,2451,353,391+1,156,14612,594100,7190.44%+88,125
IQVIA HLDGS INC(IQV)0357,529+357,529084,7240.37%+84,724
CENTENE CORP DEL(CNC)01,943,720+1,943,7200146,3230.64%+146,323
D R HORTON INC(DHI)01,896,957+1,896,9570361,8821.58%+361,882
HOULIHAN LOKEY INC(HLI)3,273,8183,231,239-42,579441,507510,6002.22%+69,093
SCOTTS MIRACLE-GRO CO(SMG)03,154,110+3,154,1100273,4611.19%+273,461
MOOG INC(MOG-A)2,294,9642,232,929-62,035383,947451,0961.96%+67,149
ROSS STORES INC(ROST)0404,622+404,622060,9000.27%+60,900
CABOT CORP(CBT)3,363,3983,274,783-88,615309,063366,0221.59%+56,960
BXP INC(BXP)2,637,2352,651,636+14,401162,348213,3510.93%+51,002
MASCO CORP(MAS)02,322,185+2,322,1850194,9240.85%+194,924
BOX INC(BOX)7,960,9247,734,494-226,430210,487253,1501.10%+42,663
PARSONS CORP DEL(PSN)2,168,5982,093,704-74,894177,413217,0750.95%+39,662
WEC ENERGY GROUP INC(WEC)1,954,7781,984,769+29,991153,372190,8950.83%+37,523
BIO RAD LABS INC0605,549+605,5490202,6050.88%+202,605
PAPA JOHNS INTL INC02,562,079+2,562,0790138,0190.60%+138,019
VORNADO RLTY TR(VNO)02,599,599+2,599,5990102,4240.45%+102,424
RYDER SYS INC(R)1,915,5441,859,830-55,714237,298271,1631.18%+33,866
RENAISSANCERE HLDGS LTD(RNR)0594,759+594,7590162,0120.71%+162,012
SBA COMMUNICATIONS CORP NEW(SBAC)0716,511+716,5110172,4640.75%+172,464
EASTMAN CHEM CO(EMN)02,242,034+2,242,0340250,9961.09%+250,996
STIFEL FINL CORP(SF)2,954,0992,972,595+18,496248,587279,1271.22%+30,539
SABRE CORP33,353,91232,461,309-892,60389,055119,1330.52%+30,078
HEARTLAND FINL USA INC2,657,1682,593,897-63,271118,111147,0740.64%+28,963
PROGRESSIVE CORP(PGR)0678,597+678,5970172,2010.75%+172,201
SNAP ON INC(SNA)0945,657+945,6570273,9661.19%+273,966
SOUTHSTATE CORPORATION01,448,529+1,448,5290140,7680.61%+140,768
MERITAGE HOMES CORP(MTH)0696,726+696,7260142,8780.62%+142,878
AKAMAI TECHNOLOGIES INC(AKAM)02,157,722+2,157,7220217,8220.95%+217,822
GLOBAL PMTS INC(GPN)0787,209+787,209080,6260.35%+80,626
INTERCONTINENTAL EXCHANGE IN(ICE)0813,083+813,0830130,6140.57%+130,614
CF INDS HLDGS INC(CF)02,177,228+2,177,2280186,8060.81%+186,806
PLEXUS CORP(PLXS)788,196763,949-24,24781,326104,4390.45%+23,113
QIAGEN NV(QGEN)3,807,2843,937,914+130,630156,441179,4510.78%+23,009
REINSURANCE GRP OF AMERICA I(RGA)2,628,1292,580,289-47,840539,476562,1682.45%+22,692
DARDEN RESTAURANTS INC(DRI)01,604,875+1,604,8750263,4081.15%+263,408
COPT DEFENSE PROPERTIES(CDP)04,706,068+4,706,0680142,7350.62%+142,735
ALBEMARLE CORP(ALB)01,423,910+1,423,9100134,8590.59%+134,859
CHECK POINT SOFTWARE TECH LT
ORD
0681,961+681,9610131,4890.57%+131,489
WOLVERINE WORLD WIDE INC(WWW)5,321,7975,209,623-112,17471,95190,7520.40%+18,801
CUMMINS INC(CMI)0318,120+318,1200103,0040.45%+103,004
VALMONT INDS INC(VMI)334,773381,221+46,44891,878110,5350.48%+18,657
ENTERPRISE FINL SVCS CORP(EFSC)1,955,9881,896,728-59,26080,01997,2260.42%+17,207
ARROW ELECTRS INC01,408,761+1,408,7610187,1260.81%+187,126
UNITED BANKSHARES INC WEST V(UBSI)04,169,238+4,169,2380154,6790.67%+154,679
FIRSTCASH HOLDINGS INC(FCFS)02,286,262+2,286,2620262,4631.14%+262,463
TELEDYNE TECHNOLOGIES INC(TDY)0390,511+390,5110170,9110.74%+170,911
FLEX LTD(FLEX)4,066,3714,053,260-13,111119,917135,5000.59%+15,583
KEYSIGHT TECHNOLOGIES INC(KEYS)0492,189+492,189078,2240.34%+78,224
FOUR CORNERS PPTY TR INC(FCPT)3,188,7793,154,612-34,16778,66792,4620.40%+13,795
AGILENT TECHNOLOGIES INC(A)0502,508+502,508074,6120.32%+74,612
BORGWARNER INC3,979,7763,899,455-80,321128,308141,5110.62%+13,203
SPX TECHNOLOGIES INC1,066,4261,033,346-33,080151,582164,7770.72%+13,196
MONOLITHIC PWR SYS INC(MPWR)0215,491+215,4910199,2210.87%+199,221
BAIDU INC0670,180+670,180070,5630.31%+70,563
PINNACLE FINL PARTNERS INC0670,630+670,630065,7020.29%+65,702
PACKAGING CORP AMER(PKG)0283,253+283,253061,0130.27%+61,013
ULTA BEAUTY INC(ULTA)0149,393+149,393058,1320.25%+58,132
EASTGROUP PPTYS INC(EGP)0342,887+342,887064,0580.28%+64,058
INTEGER HLDGS CORP(ITGR)1,208,3191,171,577-36,742139,911152,3050.66%+12,394
LABCORP HOLDINGS INC(LH)324,270347,080+22,81065,99277,5650.34%+11,573
SMITH A O CORP(AOS)01,987,742+1,987,7420178,5590.78%+178,559
BROADRIDGE FINL SOLUTIONS IN(BR)0382,728+382,728082,2980.36%+82,298
UNITED CMNTY BKS BLAIRSVLE G(UCB)3,650,4793,542,897-107,58292,941103,0270.45%+10,086
SYSCO CORP(SYY)0973,800+973,800076,0150.33%+76,015
DIGI INTL INC(DGII)01,882,380+1,882,380051,8220.23%+51,822
DARLING INGREDIENTS INC(DAR)04,054,362+4,054,3620150,6600.66%+150,660
DOVER CORP(DOV)396,418423,179+26,76171,53481,1400.35%+9,607
ATMOS ENERGY CORP(ATO)0435,060+435,060060,3470.26%+60,347
HOLOGIC INC01,826,307+1,826,3070148,7710.65%+148,771
BANCO BRADESCO S A021,769,912+21,769,912057,9080.25%+57,908
SENSATA TECHNOLOGIES HLDG PL
SHS
1,295,1941,605,009+309,81548,42757,5560.25%+9,128
ACUITY BRANDS INC(AYI)0276,183+276,183076,0580.33%+76,058
SCHNEIDER NATIONAL INC(SNDR)2,166,1462,148,256-17,89052,33461,3110.27%+8,977
ANSYS INC0640,394+640,3940204,0490.89%+204,049
PERFORMANCE FOOD GROUP CO(PFGC)0745,330+745,330058,4120.25%+58,412
MYRIAD GENETICS INC4,072,0183,955,948-116,07099,602108,3530.47%+8,752
HUNTINGTON INGALLS INDS INC(HII)0627,589+627,5890165,9220.72%+165,922
AIR LEASE CORP
CL A
02,568,122+2,568,1220116,3100.51%+116,310
AMERICOLD REALTY TRUST INC(COLD)1,779,3541,904,486+125,13245,44553,8400.23%+8,395
CSX CORP(CSX)02,477,337+2,477,337085,5420.37%+85,542
FRANKLIN ELEC INC(FELE)01,515,146+1,515,1460158,8180.69%+158,818
POPULAR INC(BPOP)0705,613+705,613070,7520.31%+70,752
FIRST MERCHANTS CORP(FRME)02,614,807+2,614,807097,2710.42%+97,271
VIAVI SOLUTIONS INC(VIAV)01,505,487+1,505,487013,5790.06%+13,579
STAG INDL INC(STAG)03,559,803+3,559,8030139,1530.61%+139,153
ON SEMICONDUCTOR CORP(ON)02,029,254+2,029,2540147,3440.64%+147,344
RIO TINTO PLC(RIO)1,352,3691,352,174-19589,16296,2340.42%+7,073
WEBSTER FINL CORP(WBS)03,037,652+3,037,6520141,5850.62%+141,585
SONOCO PRODS CO(SON)02,583,940+2,583,9400141,1610.61%+141,161
NOVARTIS AG(NVS)809,287809,147-14086,15793,0680.41%+6,911
ALBANY INTL CORP02,541,959+2,541,9590225,8530.98%+225,853
SEALED AIR CORP NEW02,552,943+2,552,943092,6720.40%+92,672
FACTSET RESH SYS INC(FDS)073,341+73,341033,7260.15%+33,726
DENTSPLY SIRONA INC(XRAY)01,298,694+1,298,694035,1430.15%+35,143
FLOWSERVE CORP(FLS)2,678,6012,587,763-90,838128,841133,7610.58%+4,921
CONMED CORP(CNMD)2,818,6062,784,300-34,306195,386200,2470.87%+4,861
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