Fund Holdings — Campbell & CO Investment Adviser LLC

Total Portfolio Value
$1.76B
Total Bought
$1.09B
Total Sold
$1.41B
Net Transaction
-$320.55M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Bank of Nova Scotia/The0228,543+228,543015,8400.90%+15,840
Shell PLC(SHEL)0161,817+161,817015,0490.86%+15,049
Williams Cos Inc/The(WMB)0166,791+166,791012,1390.69%+12,139
Alphabet Inc(GOOG)041,758+41,758011,9570.68%+11,957
Murphy Oil Corp(MUR)0273,227+273,227011,2710.64%+11,271
Phillips 66(PSX)6,01164,718+58,70777611,7900.67%+11,015
Teledyne Technologies Inc(TDY)48817,273+16,78524910,4500.60%+10,201
EQT Corp(EQT)0155,741+155,74109,9110.56%+9,911
Illinois Tool Works Inc(ITW)16,80951,126+34,3174,14013,3080.76%+9,168
Parker-Hannifin Corp(PH)09,317+9,31708,3410.47%+8,341
Expand Energy Corp(EXE)10,33384,745+74,4121,1409,3030.53%+8,163
Consolidated Edison Inc(ED)071,172+71,17208,0550.46%+8,055
Microsoft Corp(MSFT)021,699+21,69908,0200.46%+8,020
Air Products and Chemicals Inc1,13128,281+27,1502798,2150.47%+7,936
Nordson Corp(NDSN)9,73938,309+28,5702,34210,1920.58%+7,851
PACCAR Inc(PCAR)065,689+65,68907,5870.43%+7,587
Valero Energy Corp(VLO)030,470+30,47007,5290.43%+7,529
Atmos Energy Corp(ATO)9,80749,465+39,6581,6449,1370.52%+7,493
National Grid PLC(NGG)088,246+88,24607,4660.43%+7,466
Baker Hughes Co(BKR)32,784146,493+113,7091,4938,9430.51%+7,450
Banc of California Inc(BANC)0414,048+414,04807,2790.41%+7,279
Barclays PLC19,374363,147+343,7734937,6840.44%+7,191
American International Group I3,18498,911+95,7272727,4430.42%+7,171
Royal Bank of Canada(RY)044,313+44,31307,1690.41%+7,169
Automatic Data Processing Inc035,100+35,10007,1320.41%+7,132
BP PLC(BP)0149,442+149,44207,0240.40%+7,024
Talos Energy Inc(TALO)21,731455,152+433,4212397,1730.41%+6,934
UMB Financial Corp(UMBF)060,770+60,77006,8540.39%+6,854
Kirby Corp(KEX)5,88155,628+49,7476487,3920.42%+6,744
Enbridge Inc(ENB)0122,390+122,39006,6260.38%+6,626
Alliant Energy Corp(LNT)090,443+90,44306,4900.37%+6,490
Magnolia Oil & Gas Corp(MGY)52,597237,440+184,8431,1517,4960.43%+6,345
Dollar General Corp(DG)053,206+53,20606,3170.36%+6,317
Danaher Corp(DHR)033,267+33,26706,3070.36%+6,307
Archer-Daniels-Midland Co085,887+85,88706,2430.36%+6,243
UBS Group AG(UBS)0151,341+151,34105,9020.34%+5,902
Gilead Sciences Inc(GILD)11,41150,560+39,1491,4017,0470.40%+5,646
IDEX Corp(IEX)029,757+29,75705,6400.32%+5,640
McDonald's Corp(MCD)6,73424,538+17,8042,0587,6260.43%+5,568
Repligen Corp(RGEN)046,674+46,67405,4990.31%+5,499
NOV Inc(NOV)0290,399+290,39905,4620.31%+5,462
Broadridge Financial Solutions(BR)032,966+32,96605,3560.30%+5,356
Hershey Co/The(HSY)025,432+25,43205,2870.30%+5,287
AMETEK Inc1,11825,618+24,5002305,4910.31%+5,262
LCI Industries(LCII)042,492+42,49205,2260.30%+5,226
VeriSign Inc4,69424,813+20,1191,1406,1630.35%+5,022
Nutrien Ltd(NTR)066,301+66,30105,0030.28%+5,003
Becton Dickinson & Co(BDX)030,902+30,90204,8590.28%+4,859
Globus Medical Inc(GMED)056,286+56,28604,8500.28%+4,850
Exelon Corp(EXC)098,833+98,83304,8450.28%+4,845
IRhythm Holdings Inc(IRTC)040,818+40,81804,8170.27%+4,817
Ashland Inc(ASH)084,710+84,71004,7110.27%+4,711
YETI Holdings Inc(YETI)0128,674+128,67404,7080.27%+4,708
Ingersoll Rand Inc(IR)058,637+58,63704,6980.27%+4,698
Casey's General Stores Inc(CASY)06,349+6,34904,6210.26%+4,621
Krystal Biotech Inc(KRYS)017,795+17,79504,5970.26%+4,597
Stifel Financial Corp(SF)4,47068,328+63,8585605,0510.29%+4,491
Bunge Global SA(BG)034,584+34,58404,3990.25%+4,399
PG&E Corp(PCG)0250,058+250,05804,3940.25%+4,394
New York Times Co/The(NYT)052,254+52,25404,3750.25%+4,375
Affiliated Managers Group Inc015,432+15,43204,2700.24%+4,270
Antero Resources Corp(AR)0100,548+100,54804,2670.24%+4,267
Evercore Inc(EVR)014,272+14,27204,2600.24%+4,260
Emerson Electric Co(EMR)032,439+32,43904,2500.24%+4,250
Star Bulk Carriers Corp(SBLK)0183,453+183,45304,2140.24%+4,214
Pembina Pipeline Corp(PBA)093,416+93,41604,1810.24%+4,181
General Motors Co(GM)055,734+55,73404,1520.24%+4,152
Workday Inc(WDAY)031,586+31,58604,1040.23%+4,104
Q2 Holdings Inc(QTWO)086,453+86,45304,0890.23%+4,089
Southern Co/The(SO)8,04649,581+41,5357024,7860.27%+4,084
Manulife Financial Corp(MFC)0118,086+118,08604,0670.23%+4,067
Dominion Energy Inc(D)065,347+65,34704,0400.23%+4,040
HCA Healthcare Inc(HCA)1,61710,113+8,4967554,7860.27%+4,031
CMS Energy Corp(CMS)051,573+51,57304,0010.23%+4,001
Fastenal Co(FAST)15,30698,958+83,6526144,5920.26%+3,977
Moog Inc(MOG-A)013,534+13,53403,9610.23%+3,961
Casella Waste Systems Inc(CWST)049,394+49,39403,9190.22%+3,919
Deutsche Bank AG
NAMEN AKT
44,005191,047+147,0421,7025,6080.32%+3,906
Jack Henry & Associates Inc(JKHY)024,690+24,69003,9020.22%+3,902
SoFi Technologies Inc(SOFI)0245,232+245,23203,8940.22%+3,894
United Therapeutics Corp(UTHR)06,434+6,43403,8150.22%+3,815
American Express Co(AXP)7,06421,229+14,1652,6136,4210.37%+3,808
Southwest Gas Holdings Inc(SWX)043,627+43,62703,7910.22%+3,791
Asbury Automotive Group Inc2,97822,656+19,6786924,4270.25%+3,735
Rogers Communications Inc(RCI)096,882+96,88203,7250.21%+3,725
Grand Canyon Education Inc(LOPE)021,539+21,53903,6620.21%+3,662
Castle Biosciences Inc(CSTL)0148,824+148,82403,6540.21%+3,654
Brookfield Corp(BN)30,919124,450+93,5311,4195,0360.29%+3,618
SLM Corp(SLM)0168,351+168,35103,6040.21%+3,604
Frontline PLC(FRO)87,998158,375+70,3771,9405,5320.31%+3,592
Asana Inc(ASAN)24,606606,778+582,1723373,8830.22%+3,546
IDEXX Laboratories Inc(IDXX)1,2387,772+6,5348384,3670.25%+3,529
Steven Madden Ltd(SHOO)0102,552+102,55203,4790.20%+3,479
Burlington Stores Inc(BURL)2,50912,907+10,3987254,2000.24%+3,475
Accenture PLC
SHS CLASS A
017,253+17,25303,4210.19%+3,421
TC Energy Corp(TRP)054,144+54,14403,3890.19%+3,389
PVH Corp(PVH)27,73675,110+47,3741,8595,2400.30%+3,381
EnerSys(ENS)019,157+19,15703,3280.19%+3,328
Eli Lilly & Co(LLY)2,9507,041+4,0913,1706,4730.37%+3,303
American Airlines Group Inc(AAL)0302,645+302,64503,2500.19%+3,250
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Campbell & CO Investment Adviser LLC — 13F Holdings — Q1 2026 | TickerTrail