Fund HoldingsCampbell & CO Investment Adviser LLC

Total Portfolio Value
$2.08B
Total Bought
$1.44B
Total Sold
$673.35M
Net Transaction
+$770.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ITT Inc(ITT)091,307+91,307015,8430.76%+15,843
BHP Group Ltd0232,558+232,558014,0400.67%+14,040
Cullen/Frost Bankers Inc(CFR)0110,067+110,067013,9380.67%+13,938
Pool Corp(POOL)060,568+60,568013,8550.67%+13,855
Ameris Bancorp(ABCB)0174,979+174,979012,9960.62%+12,996
United Rentals Inc(URI)017,367+17,367014,0550.67%+14,055
AECOM(ACM)0130,836+130,836012,4730.60%+12,473
Bank of America Corp0233,564+233,564012,8460.62%+12,846
Cheniere Energy Inc(LNG)17,93081,471+63,5414,21315,8370.76%+11,624
Associated Banc-Corp0462,794+462,794011,9220.57%+11,922
Southwest Airlines Co(LUV)0238,805+238,80509,8700.47%+9,870
Agilent Technologies Inc(A)072,512+72,51209,8670.47%+9,867
DTE Energy Co(DTB)079,581+79,581010,2640.49%+10,264
JPMorgan Chase & Co(JPM)029,196+29,19609,4080.45%+9,408
Medpace Holdings Inc(MEDP)016,457+16,45709,2430.44%+9,243
AT&T Inc(T)0365,843+365,84309,0880.44%+9,088
Bio-Rad Laboratories Inc031,478+31,47809,5380.46%+9,538
Houlihan Lokey Inc(HLI)050,502+50,50208,7970.42%+8,797
Veeva Systems Inc(VEEV)042,102+42,10209,3980.45%+9,398
Travelers Cos Inc/The(TRV)029,048+29,04808,4260.40%+8,426
Primerica Inc(PRI)031,993+31,99308,2660.40%+8,266
Blackrock Inc(BLK)07,675+7,67508,2150.39%+8,215
Allstate Corp/The(ALL)048,407+48,407010,0760.48%+10,076
Capital One Financial Corp(COF)033,860+33,86008,2060.39%+8,206
Western Alliance Bancorp(WAL)097,172+97,17208,1690.39%+8,169
Labcorp Holdings Inc(LH)039,952+39,952010,0230.48%+10,023
Zions Bancorp NA(ZION)0145,411+145,41108,5120.41%+8,512
Stryker Corp(SYK)021,251+21,25107,4690.36%+7,469
Delek US Holdings Inc(DK)0250,831+250,83107,4400.36%+7,440
HSBC Holdings PLC(HSBC)094,331+94,33107,4210.36%+7,421
Bank of New York Mellon Corp/T062,060+62,06007,2050.35%+7,205
Argenx SE(ARGX)011,177+11,17709,3990.45%+9,399
Marathon Petroleum Corp(MPC)11,55357,478+45,9252,2279,3480.45%+7,121
SAP SE(SAP)034,156+34,15608,2970.40%+8,297
Raymond James Financial Inc(RJF)042,835+42,83506,8790.33%+6,879
Kimberly-Clark Corp(KMB)066,367+66,36706,6960.32%+6,696
ServiceNow Inc(NOW)043,705+43,70506,6950.32%+6,695
Builders FirstSource Inc(BLDR)075,003+75,00307,7170.37%+7,717
Haemonetics Corp(HAE)086,896+86,89606,9650.33%+6,965
Vail Resorts Inc(MTN)049,756+49,75606,6080.32%+6,608
Republic Services Inc(RSG)031,119+31,11906,5950.32%+6,595
EOG Resources Inc(EOG)079,114+79,11408,3080.40%+8,308
Trip.com Group Ltd(TCOM)088,874+88,87406,3910.31%+6,391
DaVita Inc(DVA)067,877+67,87707,7120.37%+7,712
America Movil SAB de CV(AMX)0303,053+303,05306,2640.30%+6,264
HF Sinclair Corp(DINO)0157,757+157,75707,2690.35%+7,269
Cytokinetics Inc(CYTK)096,484+96,48406,1310.29%+6,131
Walmart Inc(WMT)054,466+54,46606,0680.29%+6,068
Freeport-McMoRan Inc(FCX)0140,118+140,11807,1170.34%+7,117
Group 1 Automotive Inc(GPI)017,091+17,09106,7220.32%+6,722
Xcel Energy Inc(XEL)080,191+80,19105,9230.28%+5,923
ICICI Bank Ltd(IBN)0198,633+198,63305,9190.28%+5,919
Cardinal Health Inc(CAH)033,906+33,90606,9680.33%+6,968
Ollie's Bargain Outlet Holding(OLLI)053,714+53,71405,8880.28%+5,888
Paycom Software Inc(PAYC)038,393+38,39306,1180.29%+6,118
Costco Wholesale Corp(COST)06,711+6,71105,7870.28%+5,787
Northern Trust Corp(NTRS)044,941+44,94106,1380.29%+6,138
CNO Financial Group Inc0146,723+146,72306,2310.30%+6,231
Boston Scientific Corp(BSX)076,972+76,97207,3390.35%+7,339
Otis Worldwide Corp(OTIS)064,553+64,55305,6390.27%+5,639
Wells Fargo & Co(WFC)083,108+83,10807,7460.37%+7,746
Cognex Corp(CGNX)0150,998+150,99805,4330.26%+5,433
Visteon Corp(VC)056,820+56,82005,4040.26%+5,404
Jacobs Solutions Inc(J)040,718+40,71805,3940.26%+5,394
CVR Energy Inc(CVI)0230,914+230,91405,8740.28%+5,874
Eaton Corp PLC(ETN)021,138+21,13806,7330.32%+6,733
Fifth Third Bancorp(FITB)0124,835+124,83505,8440.28%+5,844
MSCI Inc(MSCI)08,975+8,97505,1490.25%+5,149
West Pharmaceutical Services I(WST)018,597+18,59705,1170.25%+5,117
Blackstone Inc(BX)033,141+33,14105,1080.25%+5,108
MetLife Inc(MET)064,080+64,08005,0580.24%+5,058
Hasbro Inc(HAS)065,261+65,26105,3510.26%+5,351
Henry Schein Inc(HSIC)081,152+81,15206,1330.29%+6,133
Belden Inc042,461+42,46104,9490.24%+4,949
Open Text Corp(OTEX)0151,665+151,66504,9410.24%+4,941
Chevron Corp(CVX)042,194+42,19406,4310.31%+6,431
Netflix Inc(NFLX)0108,245+108,245010,1490.49%+10,149
Booking Holdings Inc(BKNG)0896+89604,7980.23%+4,798
Canadian National Railway Co(CNI)048,183+48,18304,7630.23%+4,763
Sysco Corp(SYY)064,351+64,35104,7420.23%+4,742
Equifax Inc(EFX)021,431+21,43104,6500.22%+4,650
Bentley Systems Inc(BSY)0121,448+121,44804,6350.22%+4,635
Commercial Metals Co(CMC)079,416+79,41605,4970.26%+5,497
Adient PLC(ADNT)0236,893+236,89304,5410.22%+4,541
Avient Corp(AVNT)0161,318+161,31805,0400.24%+5,040
BioNTech SE(BNTX)046,895+46,89504,4650.21%+4,465
Nucor Corp(NUE)031,276+31,27605,1010.24%+5,101
Brown & Brown Inc(BRO)055,093+55,09304,3910.21%+4,391
Crown Holdings Inc(CCK)042,159+42,15904,3410.21%+4,341
Merit Medical Systems Inc(MMSI)062,828+62,82805,5380.27%+5,538
Motorola Solutions Inc(MSI)013,473+13,47305,1640.25%+5,164
Liberty Media Corp-Liberty For(FWONA)052,009+52,00905,1230.25%+5,123
Sterling Infrastructure Inc(STRL)013,610+13,61004,1680.20%+4,168
Toro Co/The064,783+64,78305,1000.24%+5,100
BioMarin Pharmaceutical Inc(BMRN)085,980+85,98005,1100.25%+5,110
ONE Gas Inc(OGS)059,051+59,05104,5620.22%+4,562
Cincinnati Financial Corp(CINF)035,415+35,41505,7840.28%+5,784
American Financial Group Inc/O029,857+29,85704,0810.20%+4,081
Cencora Inc012,057+12,05704,0720.20%+4,072
Chemed Corp(CHE)09,431+9,43104,0350.19%+4,035
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