Fund HoldingsEARNEST PARTNERS LLC

Total Portfolio Value
$20.03B
Total Bought
$2.29B
Total Sold
$1.13B
Net Transaction
+$1.16B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
D R HORTON INC(DHI)01,858,264+1,858,2640282,4191.41%+282,419
SPIRIT AEROSYSTEMS HLDGS INC4,401,3414,956,965+555,62471,038157,5320.79%+86,495
CBRE GROUP INC(CBRE)3,117,6103,342,559+224,949230,267311,1591.55%+80,892
CARNIVAL CORP04,060,357+4,060,357075,2790.38%+75,279
UNITED BANKSHARES INC WEST V(UBSI)04,258,003+4,258,0030159,8880.80%+159,888
MONOLITHIC PWR SYS INC(MPWR)0276,549+276,5490174,4420.87%+174,442
MOOG INC(MOG-A)2,302,1012,211,453-90,648260,045320,1741.60%+60,129
REINSURANCE GRP OF AMERICA I(RGA)2,371,0762,473,645+102,569344,257400,1862.00%+55,930
FOUR CORNERS PPTY TR INC(FCPT)02,102,749+2,102,749053,2000.27%+53,200
CABOT CORP(CBT)3,167,0913,264,026+96,935219,384272,5461.36%+53,162
HOULIHAN LOKEY INC(HLI)3,123,2513,230,161+106,910334,563387,3291.93%+52,766
CHARLES RIV LABS INTL INC(CRL)0889,368+889,3680210,2471.05%+210,247
ARCHROCK INC(AROC)12,552,46013,656,564+1,104,104158,161210,3111.05%+52,150
HEXCEL CORP NEW(HXL)04,517,986+4,517,9860333,2011.66%+333,201
SMITH A O CORP(AOS)01,867,613+1,867,6130153,9660.77%+153,966
GATX CORP(GATX)02,969,754+2,969,7540357,0241.78%+357,024
ANSYS INC0520,623+520,6230188,9240.94%+188,924
ALBANY INTL CORP2,335,5602,533,638+198,078201,512248,8541.24%+47,342
SNAP ON INC(SNA)0846,024+846,0240244,3661.22%+244,366
SBA COMMUNICATIONS CORP NEW(SBAC)550,185616,528+66,343110,131156,4070.78%+46,276
HUNTINGTON INGALLS INDS INC(HII)0602,619+602,6190156,4640.78%+156,464
ULTA BEAUTY INC(ULTA)090,647+90,647044,4160.22%+44,416
DARDEN RESTAURANTS INC(DRI)01,490,286+1,490,2860244,8541.22%+244,854
WEBSTER FINL CORP(WBS)2,394,9512,764,169+369,21896,540140,3090.70%+43,769
RAYMOND JAMES FINL INC(RJF)02,330,121+2,330,1210259,8081.30%+259,808
INSPERITY INC(NSP)01,230,286+1,230,2860144,2140.72%+144,214
ENTEGRIS INC(ENTG)01,726,558+1,726,5580206,8761.03%+206,876
AKAMAI TECHNOLOGIES INC(AKAM)1,792,5711,953,884+161,313190,981231,2421.15%+40,262
EASTMAN CHEM CO(EMN)1,807,6911,982,223+174,532138,686178,0430.89%+39,357
KEYCORP(KEY)8,344,2198,953,220+609,00189,784128,9260.64%+39,143
REPUBLIC SVCS INC(RSG)01,079,874+1,079,8740178,0820.89%+178,082
PENN ENTERTAINMENT INC(PENN)2,718,0953,787,108+1,069,01362,38098,5410.49%+36,160
TELEDYNE TECHNOLOGIES INC(TDY)309,751363,519+53,768126,558162,2350.81%+35,677
MERITAGE HOMES CORP(MTH)0719,202+719,2020125,2850.63%+125,285
BOSTON PROPERTIES INC(BXP)1,369,1831,613,664+244,48181,439113,2310.57%+31,792
WOODWARD INC(WWD)1,062,6651,197,582+134,917132,047163,0270.81%+30,980
RYDER SYS INC(R)1,666,6211,809,137+142,516178,245208,1591.04%+29,914
CONMED CORP(CNMD)02,345,697+2,345,6970256,8771.28%+256,877
PAPA JOHNS INTL INC01,631,143+1,631,1430124,3420.62%+124,342
SCOTTS MIRACLE-GRO CO(SMG)2,711,0242,633,838-77,186140,106167,9070.84%+27,801
CRACKER BARREL OLD CTRY STOR(CBRL)02,028,804+2,028,8040156,3800.78%+156,380
FORMFACTOR INC(FORM)6,450,6546,053,436-397,218225,386252,4891.26%+27,103
MASCO CORP(MAS)01,926,615+1,926,6150129,0450.64%+129,045
FIRSTCASH HOLDINGS INC(FCFS)2,206,0422,274,181+68,139221,442246,4981.23%+25,056
UNITED CMNTY BKS BLAIRSVLE G(UCB)03,632,779+3,632,7790106,2950.53%+106,295
AMKOR TECHNOLOGY INC02,407,566+2,407,566080,1000.40%+80,100
WEC ENERGY GROUP INC(WEC)01,285,495+1,285,4950108,2000.54%+108,200
CIRRUS LOGIC INC(CRUS)01,258,120+1,258,1200104,6630.52%+104,663
ICON PLC(ICLR)583,261584,477+1,216143,628165,4480.83%+21,820
HOLOGIC INC01,714,944+1,714,9440122,5330.61%+122,533
STERICYCLE INC02,188,995+2,188,9950108,4870.54%+108,487
QIAGEN NV(QGEN)1,511,5031,851,346+339,84361,21682,8910.41%+21,675
BOX INC(BOX)6,132,3856,640,592+508,207148,465170,0660.85%+21,601
FIRST MERCHANTS CORP(FRME)02,674,803+2,674,803099,1820.50%+99,182
SOUTHSTATE CORPORATION01,489,581+1,489,5810125,7950.63%+125,795
INTEGER HLDGS CORP(ITGR)01,202,473+1,202,4730119,1410.59%+119,141
SPX TECHNOLOGIES INC01,213,401+1,213,4010122,5660.61%+122,566
MYRIAD GENETICS INC03,913,913+3,913,913074,9120.37%+74,912
HEARTLAND FINL USA INC2,743,8852,640,203-103,68280,75399,2980.50%+18,545
SONOCO PRODS CO(SON)02,449,817+2,449,8170136,8710.68%+136,871
TRUSTMARK CORP(TRMK)03,410,883+3,410,883095,0950.47%+95,095
STIFEL FINL CORP(SF)2,802,2752,740,163-62,112172,172189,4820.95%+17,310
RESTAURANT BRANDS INTL INC(QSR)01,514,744+1,514,7440118,3470.59%+118,347
SYNOPSYS INC(SNPS)0385,784+385,7840198,6440.99%+198,644
CENTENE CORP DEL(CNC)869,5671,033,371+163,80459,89676,6860.38%+16,791
PARSONS CORP DEL(PSN)2,716,3842,602,560-113,824147,635163,2070.81%+15,571
COPT DEFENSE PROPERTIES(CDP)4,988,0945,228,901+240,807118,866134,0170.67%+15,150
RIO TINTO PLC(RIO)1,378,8961,376,627-2,26987,753102,5040.51%+14,751
VORNADO RLTY TR(VNO)2,603,9092,594,484-9,42559,05773,2940.37%+14,238
CANADIAN NATL RY CO(CNI)828,852826,641-2,21190,004104,2380.52%+14,234
CHECK POINT SOFTWARE TECH LT
ORD
719,612720,330+71895,910110,0590.55%+14,149
SEALED AIR CORP NEW02,329,532+2,329,532085,0750.42%+85,075
POPULAR INC(BPOP)693,493699,113+5,62043,69757,3760.29%+13,679
BANCO BRADESCO S A20,992,17620,985,955-6,22159,82873,4510.37%+13,623
DIODES INC(DIOD)02,252,709+2,252,7090181,3880.91%+181,388
PINNACLE FINL PARTNERS INC634,109635,769+1,66042,51155,4520.28%+12,941
CF INDS HLDGS INC(CF)1,714,8902,008,238+293,348147,035159,6550.80%+12,620
STAG INDL INC(STAG)3,786,6663,647,844-138,822130,678143,2140.72%+12,537
ARROW ELECTRS INC01,279,240+1,279,2400156,3870.78%+156,387
BATH & BODY WORKS INC1,276,6901,270,042-6,64843,15254,8150.27%+11,663
CHEESECAKE FACTORY INC(CAKE)02,815,127+2,815,127098,5580.49%+98,558
ENTERPRISE FINL SVCS CORP(EFSC)01,940,420+1,940,420086,6400.43%+86,640
ALEXANDRIA REAL ESTATE EQ IN463,984452,343-11,64146,44557,3440.29%+10,899
INTERCONTINENTAL EXCHANGE IN(ICE)0624,557+624,557080,2120.40%+80,212
BANCOLOMBIA S A2,515,0522,513,418-1,63467,10277,3380.39%+10,236
LUMENTUM HLDGS INC(LITE)01,594,689+1,594,689083,5940.42%+83,594
ACUITY BRANDS INC(AYI)285,055281,189-3,86648,54857,5960.29%+9,048
HDFC BANK LTD(HDB)1,149,3111,145,153-4,15867,82176,8510.38%+9,030
PEBBLEBROOK HOTEL TR(PEB)5,275,0735,051,117-223,95671,68880,7170.40%+9,029
WESBANCO INC(WSBC)01,443,395+1,443,395045,2790.23%+45,279
PROGRESSIVE CORP(PGR)677,536647,699-29,83794,381103,1650.52%+8,785
PLEXUS CORP(PLXS)0784,671+784,671084,8460.42%+84,846
ISHARES TR053,023+53,023010,6420.05%+10,642
ON SEMICONDUCTOR CORP(ON)2,098,8842,434,055+335,171195,091203,3171.02%+8,225
CSX CORP(CSX)01,884,679+1,884,679065,3420.33%+65,342
ROYAL CARIBBEAN GROUP
COM
0197,282+197,282025,5460.13%+25,546
AGILENT TECHNOLOGIES INC(A)0356,049+356,049049,5010.25%+49,501
BROADRIDGE FINL SOLUTIONS IN(BR)288,637289,189+55251,68059,5010.30%+7,820
KEYSIGHT TECHNOLOGIES INC(KEYS)0348,029+348,029055,3680.28%+55,368
PERFORMANCE FOOD GROUP CO(PFGC)768,432758,155-10,27745,23052,4260.26%+7,197
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