Fund Holdings — Sciencast Management LP

Total Portfolio Value
$365.22M
Total Bought
$229.85M
Total Sold
$200.84M
Net Transaction
+$29.01M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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UNITED PARCEL SERVICE(UPS)024,176+24,17603,0490.83%+3,049
MORGAN STANLEY(MS)024,228+24,22803,0460.83%+3,046
PHILLIPS 66(PSX)026,721+26,72103,0440.83%+3,044
EXXON MOBIL CORP028,299+28,29903,0440.83%+3,044
AMERICAN EXPRESS CO(AXP)010,252+10,25203,0430.83%+3,043
ELEVANCE HEALTH INC(ELV)08,248+8,24803,0430.83%+3,043
T-MOBILE US INC(TMUS)013,781+13,78103,0420.83%+3,042
INGERSOLL-RAND INC(IR)033,624+33,62403,0420.83%+3,042
PHILIP MORRIS INTERNATIONAL(PM)025,273+25,27303,0420.83%+3,042
PTC INC(PTC)016,532+16,53203,0400.83%+3,040
WALT DISNEY CO/THE(DIS)027,276+27,27603,0370.83%+3,037
DOLLAR TREE INC(DLTR)040,525+40,52503,0370.83%+3,037
STRYKER CORP(SYK)08,428+8,42803,0350.83%+3,035
BATH & BODY WORKS INC078,036+78,03603,0250.83%+3,025
LAM RESEARCH CORP(LRCX)041,461+41,46102,9950.82%+2,995
MARTIN MARIETTA MATERIALS(MLM)05,708+5,70802,9480.81%+2,948
CAMECO CORP(CCJ)057,195+57,19502,9390.80%+2,939
PACKAGING CORP OF AMERICA(PKG)012,674+12,67402,8530.78%+2,853
DOW INC(DOW)070,035+70,03502,8110.77%+2,811
NVENT ELECTRIC PLC(NVT)040,249+40,24902,7430.75%+2,743
CENTENE CORP(CNC)045,284+45,28402,7430.75%+2,743
VERIZON COMMUNICATIONS INC(VZ)068,389+68,38902,7350.75%+2,735
MERCK & CO. INC.(MRK)4,13431,583+27,4494693,1420.86%+2,672
OTIS WORLDWIDE CORP(OTIS)028,687+28,68702,6570.73%+2,657
COLGATE-PALMOLIVE CO(CL)3,85533,503+29,6484003,0460.83%+2,646
FACTSET RESEARCH SYSTEMS INC(FDS)05,470+5,47002,6270.72%+2,627
CHENIERE ENERGY INC(LNG)012,050+12,05002,5890.71%+2,589
NORTHERN TRUST CORP(NTRS)025,025+25,02502,5650.70%+2,565
BOOKING HOLDINGS INC(BKNG)0513+51302,5490.70%+2,549
HALLIBURTON CO(HAL)18,231111,850+93,6195303,0410.83%+2,512
TECHNIPFMC PLC(FTI)16,891101,552+84,6614432,9390.80%+2,496
FOX CORP(FOX)051,154+51,15402,4850.68%+2,485
FREEPORT-MCMORAN INC(FCX)064,926+64,92602,4720.68%+2,472
UBER TECHNOLOGIES INC(UBER)7,92550,505+42,5805963,0460.83%+2,451
ILLINOIS TOOL WORKS(ITW)09,475+9,47502,4020.66%+2,402
ORACLE CORP(ORCL)014,320+14,32002,3860.65%+2,386
CELESTICA INC(CLS)14,17933,092+18,9137253,0540.84%+2,330
AZEK CO INC/THE047,257+47,25702,2430.61%+2,243
O'REILLY AUTOMOTIVE INC(ORLY)01,872+1,87202,2200.61%+2,220
ENSIGN GROUP INC/THE(ENSG)016,584+16,58402,2030.60%+2,203
FLUTTER ENTERTAINMENT PLC(FLUT)08,435+8,43502,1800.60%+2,180
CIENA CORP(CIEN)025,336+25,33602,1490.59%+2,149
ROBLOX CORP(RBLX)036,985+36,98502,1400.59%+2,140
WILLIAMS COS INC(WMB)038,327+38,32702,0740.57%+2,074
JOHNSON CONTROLS INTERNATION
SHS
026,046+26,04602,0560.56%+2,056
PRINCIPAL FINANCIAL GROUP(PFG)025,919+25,91902,0060.55%+2,006
TYSON FOODS INC(TSN)18,27552,980+34,7051,0883,0430.83%+1,955
MARVELL TECHNOLOGY INC(MRVL)017,328+17,32801,9140.52%+1,914
BROWN & BROWN INC(BRO)018,309+18,30901,8680.51%+1,868
NUCOR CORP(NUE)014,922+14,92201,7420.48%+1,742
ANTERO RESOURCES CORP(AR)048,906+48,90601,7140.47%+1,714
AUTODESK INC05,710+5,71001,6880.46%+1,688
BUILDERS FIRSTSOURCE INC(BLDR)011,765+11,76501,6820.46%+1,682
TJX COMPANIES INC(TJX)11,77525,218+13,4431,3843,0470.83%+1,663
TE CONNECTIVITY PLC(TEL)7,23118,930+11,6991,0922,7060.74%+1,615
BROWN-FORMAN CORP(BF-A)042,327+42,32701,6080.44%+1,608
LENNOX INTERNATIONAL INC(LII)02,596+2,59601,5820.43%+1,582
INGREDION INC(INGR)011,452+11,45201,5750.43%+1,575
NXP SEMICONDUCTORS NV
COM
07,426+7,42601,5430.42%+1,543
OCCIDENTAL PETROLEUM CORP(OXY)031,021+31,02101,5330.42%+1,533
ZOOM COMMUNICATIONS INC(ZM)018,529+18,52901,5120.41%+1,512
RENAISSANCERE HOLDINGS LTD(RNR)06,075+6,07501,5120.41%+1,512
ASSURANT INC(AIZ)06,878+6,87801,4670.40%+1,467
MOODY'S CORP(MCO)02,982+2,98201,4120.39%+1,412
ZOETIS INC(ZTS)08,636+8,63601,4070.39%+1,407
INTUIT INC(INTU)2,6454,842+2,1971,6433,0430.83%+1,401
COGNEX CORP(CGNX)5,00244,580+39,5782031,5990.44%+1,396
CLEARWATER ANALYTICS HDS050,564+50,56401,3920.38%+1,392
PFIZER INC(PFE)052,277+52,27701,3870.38%+1,387
SYNCHRONY FINANCIAL(SYF)27,12441,856+14,7321,3532,7210.74%+1,368
ROLLINS INC(ROL)31,35063,485+32,1351,5862,9430.81%+1,357
AMERICAN ELECTRIC POWER014,474+14,47401,3350.37%+1,335
ACCENTURE PLC
SHS CLASS A
3,5867,396+3,8101,2682,6020.71%+1,334
CARMAX INC(KMX)016,251+16,25101,3290.36%+1,329
ON HOLDING AG(ONON)023,461+23,46101,2850.35%+1,285
COUPANG INC(CPNG)057,683+57,68301,2680.35%+1,268
PULTEGROUP INC(PHM)011,194+11,19401,2190.33%+1,219
LINCOLN NATIONAL CORP(LNC)36,89871,134+34,2361,1632,2560.62%+1,093
SM ENERGY CO(SM)027,757+27,75701,0760.29%+1,076
JABIL INC(JBL)15,08919,982+4,8931,8082,8750.79%+1,067
3M CO(MMM)5,13413,616+8,4827021,7580.48%+1,056
THE CAMPBELL'S COMPANY(CPB)024,983+24,98301,0460.29%+1,046
ROYALTY PHARMA PLC(RPRX)039,132+39,13209980.27%+998
LYONDELLBASELL INDU
SHS - A -
013,385+13,38509940.27%+994
LOCKHEED MARTIN CORP(LMT)02,004+2,00409740.27%+974
CONOCOPHILLIPS(COP)19,64030,667+11,0272,0683,0410.83%+974
NU HOLDINGS LTD/CAYMAN ISL(NU)091,387+91,38709470.26%+947
GAP INC/THE(GAP)039,465+39,46509330.26%+933
TRANE TECHNOLOGIES PLC(TT)02,496+2,49609220.25%+922
UNITED AIRLINES HOLDINGS INC(UAL)6,23213,131+6,8993561,2750.35%+919
CONSTELLATION ENERGY(CEG)5,29110,047+4,7561,3762,2480.62%+872
ARISTA NETWORKS INC(ANET)07,826+7,82608650.24%+865
THERMO FISHER SCIENTIFIC INC(TMO)1,3953,317+1,9228631,7260.47%+863
BELLRING BRANDS INC(BRBR)9,30818,928+9,6205651,4260.39%+861
OPTION CARE HEALTH INC(OPCH)036,867+36,86708550.23%+855
NORTHERN OIL AND GAS INC(NOG)022,899+22,89908510.23%+851
IQVIA HOLDINGS INC(IQV)04,263+4,26308380.23%+838
ELI LILLY & CO(LLY)01,078+1,07808320.23%+832
NORWEGIAN CRUISE LINE HOLDIN
SHS
031,994+31,99408230.23%+823
BLUE OWL CAPITAL INC(OBDC)034,752+34,75208080.22%+808
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Sciencast Management LP — 13F Holdings — Q4 2024 | TickerTrail