Fund Holdings — Longboard Asset Management, LP

Total Portfolio Value
$5.79M
Total Bought
$1.57M
Total Sold
$11.71M
Net Transaction
-$10.14M
Filing Period:
Securities
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SharesValue ($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 (%)
▲▼
Change
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Exelon Corporation(EXC)04,366+4,36602143.70%+214
Regency Centers Corporation(REG)02,803+2,80302123.66%+212
Portland General Electric Company(POR)03,904+3,90402063.56%+206
Labcorp Holdings Inc.(LH)0767+76702053.54%+205
Bank of New York Mellon Corporation (The)01,722+1,72202043.53%+204
Quest Diagnostics Inc.(DGX)01,036+1,03602033.51%+203
Service Corp International(SCI)02,446+2,44602023.49%+202
Farmland Partners Inc.(FPI)010,649+10,64901202.07%+120
FirstEnergy Corporation(FE)4,9794,97902232524.36%+29
CenterPoint Energy Inc.(CNP)5,5165,51602112384.11%+27
OGE Energy Corporation(OGE)4,9134,91302102364.07%+26
Southern Company (The)(SO)2,5732,57302242484.29%+24
Alliant Energy Corporation(LNT)3,5223,52202292534.37%+24
CMS Energy Corporation(CMS)2,9822,98202092314.00%+23
WEC Energy Group Inc.(WEC)2,1772,17702302524.35%+22
Ameren Corporation(AEE)2,1472,14702142364.08%+22
InvenTrust Properties Corporation(IVT)7,5727,57202142313.98%+17
Xcel Energy Inc.(XEL)2,8722,87202122283.94%+16
Broadstone Net Lease Inc.(BNL)11,76611,76602042153.71%+11
Avista Corporation(AVA)5,5065,50602122213.82%+9
Northwest Bancshares Inc.(NWBI)10,71710,71701291362.35%+7
Simon Property Group Inc.(SPG)1,1491,14902132143.70%+2
Aflac Inc.(AFL)2,3022,30202542534.36%-1
FNB Corp(FNB)11,01211,01201881843.18%-4
PennyMac Mortgage Investment Trust(PMT)12,68412,68401591482.56%-11
Ladder Capital Corporation(LADR)14,33014,33001571402.42%-17
Dynex Capital Inc.(DX)15,28515,28502141953.37%-19
Apollo Commercial Real Estate Finance Inc.(ARI)21,92710,532-11,3952121111.92%-101
Pitney Bowes Inc.(PBI)11,6920-11,6921240—-124
Rithm Capital Corporation(RITM)14,1010-14,1011540—-154
Patria Investments Ltd.
COM CL A
10,3200-10,3201640—-164
KeyCorporation(KEY)9,7100-9,7102000—-200
Ellington Financial Inc.(EFC)14,7990-14,7992010—-201
Watts Water Technologies Inc.(WTS)7360-7362030—-203
Martin Marietta Materials Inc.(MLM)3270-3272040—-204
Welltower Inc.(WELL)1,1060-1,1062050—-205
Northwest Natural Holding Company(NWN)4,3980-4,3982060—-206
Truist Financial Corporation(TFC)4,1830-4,1832060—-206
NETSTREIT Corporation(NTST)11,8270-11,8272090—-209
Essent Group Ltd.(ESNT)3,2100-3,2102090—-209
Spire Inc.(SR)2,5320-2,5322090—-209
NMI Holdings Inc.(NMIH)5,1710-5,1712110—-211
Pinnacle West Capital Corporation(PNW)2,3870-2,3872120—-212
Vulcan Materials Company(VMC)7430-7432120—-212
CBL & Associates Properties Inc.(CBL)5,7420-5,7422120—-212
Atlanta Braves Holdings Inc.5,0120-5,0122130—-213
Medtronic plc(MDT)2,2200-2,2202130—-213
American Electric Power Company Inc.1,8620-1,8622150—-215
DTE Energy Company(DTB)1,6660-1,6662150—-215
Popular Inc.(BPOP)1,7270-1,7272150—-215
Charles Schwab Corporation (The)(SCHW)2,1670-2,1672170—-217
Black Hills Corporation3,1400-3,1402180—-218
CBRE Group Inc.(CBRE)1,4150-1,4152280—-228
MGIC Investment Corporation(MTG)7,8560-7,8562300—-230
Ecolab Inc.(ECL)8820-8822320—-232
GATX Corporation(GATX)1,3690-1,3692320—-232
AGNC Investment Corporation(AGNC)21,7080-21,7082330—-233
Enact Holdings Inc.5,8770-5,8772330—-233
Rollins Inc.(ROL)3,8850-3,8852330—-233
Omega Healthcare Investors Inc.(OHI)5,2930-5,2932350—-235
Northrop Grumman Corporation(NOC)4120-4122350—-235
Bank of NT Butterfield & Son Ltd. (The)
SHS NEW
4,7420-4,7422360—-236
Ventas Inc.(VTR)3,1650-3,1652450—-245
Southwest Gas Holdings Inc.(SWX)3,0710-3,0712460—-246
Evergy Inc.(EVRG)3,3960-3,3962460—-246
Duke Energy Corporation(DUK)2,1010-2,1012460—-246
IDACORP Inc.(IDA)1,9490-1,9492470—-247
Chubb Ltd.
COM
7940-7942480—-248
ONE Gas Inc.(OGS)3,2220-3,2222490—-249
SS&C Technologies Holdings Inc.(SSNC)2,8690-2,8692510—-251
PPL Corporation(PPL)7,2470-7,2472540—-254
Willis Towers Watson plc(WTW)7820-7822570—-257
Nasdaq Inc.(NDAQ)2,7530-2,7532670—-267
General Dynamics Corporation(GD)7990-7992690—-269
L3Harris Technologies Inc.(LHX)9390-9392760—-276
Norfolk Southern Corporation(NSC)9730-9732810—-281
Atmos Energy Corporation(ATO)1,6780-1,6782810—-281
Hartford Insurance Group Inc. (The)(HIG)2,0730-2,0732860—-286
Loews Corporation(L)2,7330-2,7332880—-288
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Longboard Asset Management, LP — 13F Holdings — Q1 2026 | TickerTrail