Fund Holdings — Sciencast Management LP

Total Portfolio Value
$534.50M
Total Bought
$347.29M
Total Sold
$304.24M
Net Transaction
+$43.05M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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MICRON TECHNOLOGY INC(MU)027,833+27,83304,6570.87%+4,657
ELI LILLY & CO(LLY)05,954+5,95404,5430.85%+4,543
LAM RESEARCH CORP(LRCX)033,787+33,78704,5240.85%+4,524
ALTRIA GROUP INC(MO)068,094+68,09404,4980.84%+4,498
ACCENTURE PLC-CL A
SHS CLASS A
018,121+18,12104,4690.84%+4,469
ADVANCED MICRO DEVICES(AMD)027,468+27,46804,4440.83%+4,444
KKR & CO INC(KKR)034,093+34,09304,4300.83%+4,430
HEWLETT PACKARD ENTERPRISE(HPE)0180,186+180,18604,4250.83%+4,425
NASDAQ INC(NDAQ)049,873+49,87304,4110.83%+4,411
COTERRA ENERGY INC0185,624+185,62404,3900.82%+4,390
UNITED RENTALS INC(URI)04,589+4,58904,3810.82%+4,381
PROCTER & GAMBLE CO/THE(PG)028,507+28,50704,3800.82%+4,380
CENCORA INC013,998+13,99804,3750.82%+4,375
O'REILLY AUTOMOTIVE INC(ORLY)040,578+40,57804,3750.82%+4,375
GE VERNOVA INC(GEV)07,088+7,08804,3580.82%+4,358
SOUTHERN CO/THE(SO)045,980+45,98004,3580.82%+4,358
CAESARS ENTERTAINMENT INC(CZR)0160,911+160,91104,3490.81%+4,349
COMCAST CORP-CLASS A(CCZ)0138,386+138,38604,3480.81%+4,348
PEPSICO INC(PEP)030,960+30,96004,3480.81%+4,348
DELTA AIR LINES INC(DAL)076,606+76,60604,3470.81%+4,347
DOLLAR GENERAL CORP(DG)041,991+41,99104,3400.81%+4,340
STARBUCKS CORP(SBUX)051,283+51,28304,3390.81%+4,339
HONEYWELL INTERNATIONAL INC(HON)020,605+20,60504,3370.81%+4,337
NETFLIX INC(NFLX)03,613+3,61304,3320.81%+4,332
LAS VEGAS SANDS CORP(LVS)080,525+80,52504,3310.81%+4,331
BRISTOL-MYERS SQUIBB CO(BMY)095,932+95,93204,3270.81%+4,327
CMS ENERGY CORP(CMS)059,035+59,03504,3250.81%+4,325
BOSTON SCIENTIFIC CORP(BSX)044,296+44,29604,3250.81%+4,325
DOORDASH INC - A(DASH)015,888+15,88804,3210.81%+4,321
DUKE ENERGY CORP(DUK)034,897+34,89704,3190.81%+4,319
CITIGROUP INC(C)042,364+42,36404,3000.80%+4,300
CISCO SYSTEMS INC(CSCO)062,753+62,75304,2940.80%+4,294
DOCUSIGN INC(DOCU)057,356+57,35604,1350.77%+4,135
NEWMONT CORP(NEM)048,868+48,86804,1200.77%+4,120
QUEST DIAGNOSTICS INC(DGX)020,340+20,34003,8760.73%+3,876
PUBLIC SERVICE ENTERPRISE GP(PEG)045,990+45,99003,8380.72%+3,838
FLEX LTD(FLEX)065,297+65,29703,7850.71%+3,785
CONOCOPHILLIPS(COP)10,28047,343+37,0639234,4780.84%+3,556
REGIONS FINANCIAL CORP(RF)38,535166,731+128,1969064,3970.82%+3,490
MICROCHIP TECHNOLOGY INC(MCHP)053,818+53,81803,4560.65%+3,456
BANK OF MONTREAL2,44428,217+25,7732703,6750.69%+3,405
DEVON ENERGY CORP(DVN)28,430122,876+94,4469044,3080.81%+3,404
CHENIERE ENERGY INC(LNG)014,422+14,42203,3890.63%+3,389
DYNATRACE INC(DT)069,540+69,54003,3690.63%+3,369
MARVELL TECHNOLOGY INC(MRVL)039,956+39,95603,3590.63%+3,359
RESIDEO TECHNOLOGIES INC(REZI)077,168+77,16803,3320.62%+3,332
LEVI STRAUSS & CO- CLASS A(LEVI)0130,638+130,63803,0440.57%+3,044
MACY'S INC(M)0168,106+168,10603,0140.56%+3,014
HOME DEPOT INC(HD)07,393+7,39302,9960.56%+2,996
ZOOM COMMUNICATIONS INC(ZM)035,132+35,13202,8980.54%+2,898
LOWE'S COS INC(LOW)011,383+11,38302,8610.54%+2,861
GRAPHIC PACKAGING HOLDING CO(GPK)17,708163,608+145,9003733,2020.60%+2,829
STANLEY BLACK & DECKER INC(SWK)036,636+36,63602,7230.51%+2,723
AFLAC INC(AFL)17,15140,261+23,1101,8094,4970.84%+2,688
ALCON INC(ALC)034,799+34,79902,5930.49%+2,593
VISTRA CORP(VST)013,028+13,02802,5520.48%+2,552
BAXTER INTERNATIONAL INC0111,447+111,44702,5380.47%+2,538
DR HORTON INC(DHI)014,645+14,64502,4820.46%+2,482
COGNEX CORP(CGNX)054,448+54,44802,4660.46%+2,466
INTL FLAVORS & FRAGRANCES(IFF)039,393+39,39302,4240.45%+2,424
CHOICE HOTELS INTL INC(CHH)022,630+22,63002,4190.45%+2,419
BAKER HUGHES CO(BKR)048,708+48,70802,3730.44%+2,373
TRUIST FINANCIAL CORP(TFC)50,43798,115+47,6782,1684,4860.84%+2,318
TESLA INC(TSLA)05,198+5,19802,3120.43%+2,312
UNITY SOFTWARE INC(U)057,322+57,32202,2950.43%+2,295
CENTERPOINT ENERGY INC(CNP)57,700113,167+55,4672,1204,3910.82%+2,271
NISOURCE INC(NI)049,260+49,26002,1330.40%+2,133
NEW YORK TIMES CO-A(NYT)035,988+35,98802,0660.39%+2,066
ARISTA NETWORKS INC(ANET)6,59018,362+11,7726742,6760.50%+2,001
AMER SPORTS INC(AS)055,250+55,25001,9200.36%+1,920
ONEOK INC(OKE)026,093+26,09301,9040.36%+1,904
PAN AMERICAN SILVER CORP(PAAS)048,877+48,87701,8930.35%+1,893
SOFI TECHNOLOGIES INC(SOFI)58,537109,960+51,4231,0662,9050.54%+1,839
ROPER TECHNOLOGIES INC(ROP)03,677+3,67701,8340.34%+1,834
LYFT INC-A(LYFT)081,870+81,87001,8020.34%+1,802
EVERSOURCE ENERGY(ES)024,160+24,16001,7190.32%+1,719
TRAVELERS COS INC/THE(TRV)06,034+6,03401,6850.32%+1,685
KBR INC(KBR)035,167+35,16701,6630.31%+1,663
US FOODS HOLDING CORP(USFD)021,579+21,57901,6530.31%+1,653
CROCS INC(CROX)019,480+19,48001,6280.30%+1,628
AXALTA COATING SYSTEMS LTD(AXTA)21,58978,995+57,4066412,2610.42%+1,620
TYSON FOODS INC-CL A(TSN)49,04779,746+30,6992,7444,3300.81%+1,587
GAP INC/THE(GAP)67,367142,788+75,4211,4693,0540.57%+1,585
LULULEMON ATHLETICA INC(LULU)08,878+8,87801,5800.30%+1,580
AXIS CAPITAL HOLDINGS LTD
SHS
20,55438,668+18,1142,1343,7040.69%+1,570
CINTAS CORP(CTAS)1,4419,208+7,7673211,8900.35%+1,569
WASTE CONNECTIONS INC(WCN)08,747+8,74701,5380.29%+1,538
TRADEWEB MARKETS INC-CLASS A(TW)013,326+13,32601,4790.28%+1,479
AMKOR TECHNOLOGY INC049,820+49,82001,4150.26%+1,415
BCE INC(BCE)060,000+60,00001,4030.26%+1,403
MCKESSON CORP(MCK)01,813+1,81301,4010.26%+1,401
EXLSERVICE HOLDINGS INC(EXLS)030,445+30,44501,3400.25%+1,340
KEMPER CORP(KMPB)025,446+25,44601,3120.25%+1,312
VICTORIA'S SECRET & CO(VSXY)047,917+47,91701,3000.24%+1,300
NVENT ELECTRIC PLC(NVT)013,091+13,09101,2910.24%+1,291
ROGERS COMMUNICATIONS INC-B(RCI)036,683+36,68301,2640.24%+1,264
SYNCHRONY FINANCIAL(SYF)016,672+16,67201,1850.22%+1,185
AMERICAN WATER WORKS CO INC08,421+8,42101,1720.22%+1,172
HENRY SCHEIN INC(HSIC)017,598+17,59801,1680.22%+1,168
RALPH LAUREN CORP(RL)03,670+3,67001,1510.22%+1,151
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Sciencast Management LP — 13F Holdings — Q3 2025 | TickerTrail