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Sciencast Management LP 13F holdings

Filed 2026-07-28 · Sciencast Management LP · 235 positions · $482.4M

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TickerCompanySharesValue% of portfolio
PWRQUANTA SERVICES INC6.1K$4.4M0.9%
UALUNITED AIRLINES HOLDINGS INC32.3K$4.4M0.9%
IDAIDACORP INC29.0K$4.4M0.9%
ARMKARAMARK77.0K$4.4M0.9%
ATOATMOS ENERGY CORP25.1K$4.3M0.9%
CNQCANADIAN NATURAL RESOURCES109.2K$4.3M0.9%
DUKDUKE ENERGY CORP34.0K$4.3M0.9%
WRBWR BERKLEY CORP61.0K$4.3M0.9%
BRK-BBERKSHIRE HATHAWAY INC-CL B8.6K$4.3M0.9%
CFRCULLEN/FROST BANKERS INC27.8K$4.3M0.9%
ORLYO'REILLY AUTOMOTIVE INC46.5K$4.3M0.9%
RSGREPUBLIC SERVICES INC20.1K$4.3M0.9%
COPCONOCOPHILLIPS41.0K$4.3M0.9%
WFCWELLS FARGO & CO51.5K$4.3M0.9%
CCITIGROUP INC30.4K$4.3M0.9%
CSXCSX CORP89.3K$4.2M0.9%
VLOVALERO ENERGY CORP16.3K$4.2M0.9%
SHOPSHOPIFY INC - CLASS A37.1K$4.2M0.9%
PAASPAN AMERICAN SILVER CORP94.5K$4.2M0.9%
LRCXLAM RESEARCH CORP9.8K$4.2M0.9%
FTNTFORTINET INC27.5K$4.2M0.9%
BWABORGWARNER INC63.5K$4.2M0.9%
EOGEOG RESOURCES INC32.5K$4.2M0.9%
NEMNEWMONT CORP45.1K$4.2M0.9%
—NVENT ELECTRIC PLC24.8K$4.2M0.9%
WMWASTE MANAGEMENT INC18.9K$4.2M0.9%
TXNTEXAS INSTRUMENTS INC14.1K$4.2M0.9%
ONONON HOLDING AG-CLASS A117.0K$4.1M0.9%
DHIDR HORTON INC25.4K$4.1M0.9%
XYZBLOCK INC54.4K$4.1M0.9%
ELESTEE LAUDER COMPANIES-CL A52.1K$4.1M0.9%
BSXBOSTON SCIENTIFIC CORP96.3K$4.1M0.9%
AEMAGNICO EAGLE MINES LTD26.4K$4.1M0.8%
WDCWESTERN DIGITAL CORP6.3K$4.0M0.8%
FEFIRSTENERGY CORP85.1K$4.0M0.8%
BKNGBOOKING HOLDINGS INC22.6K$4.0M0.8%
LLYELI LILLY & CO3.4K$4.0M0.8%
ISRGINTUIT INC15.4K$4.0M0.8%
PGPROCTER & GAMBLE CO/THE27.4K$4.0M0.8%
SCHWSCHWAB (CHARLES) CORP43.5K$4.0M0.8%
GSGOLDMAN SACHS GROUP INC4.0K$4.0M0.8%
COSTCOSTCO WHOLESALE CORP4.3K$4.0M0.8%
COFCAPITAL ONE FINANCIAL CORP20.0K$4.0M0.8%
AONAON PLC-CLASS A12.0K$4.0M0.8%
VVISA INC-CLASS A SHARES11.6K$4.0M0.8%
PSXPHILLIPS 6623.6K$4.0M0.8%
TECHBIO-TECHNE CORP56.5K$4.0M0.8%
AIGAMERICAN INTERNATIONAL GROUP53.5K$4.0M0.8%
TRVTRAVELERS COS INC/THE12.1K$4.0M0.8%
WECWEC ENERGY GROUP INC34.1K$4.0M0.8%
ONON SEMICONDUCTOR42.1K$4.0M0.8%
AFLAFLAC INC33.9K$4.0M0.8%
CITHE CIGNA GROUP14.4K$4.0M0.8%
SYYSYSCO CORP47.6K$4.0M0.8%
HWMHOWMET AEROSPACE INC14.8K$4.0M0.8%
SOSOUTHERN CO/THE41.4K$4.0M0.8%
PEGPUBLIC SERVICE ENTERPRISE GP48.8K$4.0M0.8%
MCDMCDONALD'S CORP14.7K$4.0M0.8%
HALHALLIBURTON CO116.3K$3.9M0.8%
EXMOCEXXONMOBIL HOLDINGS CORP28.8K$3.9M0.8%
Top Fund Holdings
13F
Top Fund Holdings

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