FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.75-0.17%
XLE56.74-0.24%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,872.590.14%
RUT2,788.660.06%
GSPC7,171.880.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0001353570

Campbell & CO Investment Adviser LLC

BALTIMORE, MD · File #028-11899

Latest AUM
$2.08B
Positions
1,096
Top-10 Concentration
29.2%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWITT IncITT+91,307+$15.8M$0
NEWBHP Group LtdBHPLF+232,558+$14.0M$0
NEWCullen/Frost Bankers IncCFR-PB+110,067+$13.9M$0
ADDPool CorpPOOL+59,215+$13.5M-$110,026
ADDUnited Rentals IncURI+16,173+$13.1M-$173,536
NEWAmeris BancorpABCB+174,979+$13.0M$0
NEWAECOMACM+130,836+$12.5M$0
ADDCheniere Energy IncLNG+63,541+$12.4M-$727,778
ADDBank of America Corp060505104+221,106+$12.2M+$42,482
ADDAssociated Banc-CorpASB-PF+396,294+$10.2M+$3,325

Sector Allocation

Healthcare
13.8%$287.1M
Industrials
11.3%$236.6M
Technology
10.0%$208.3M
Financials
7.6%$158.5M
Energy
5.8%$120.3M
Materials
3.8%$79.3M
Utilities
1.4%$28.5M
Real Estate
0.8%$15.7M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ITT IncITT91,307$15.8M3.36%
2Cheniere Energy IncLNG81,471$15.8M3.36%
3United Rentals IncURI17,367$14.1M2.98%
4BHP Group LtdBHPLF232,558$14.0M2.98%
5Cullen/Frost Bankers IncCFR-PB110,067$13.9M2.96%
6Pool CorpPOOL60,568$13.9M2.94%
7Ameris BancorpABCB174,979$13.0M2.76%
8Bank of America Corp060505104233,564$12.8M2.72%
9AECOMACM130,836$12.5M2.65%
10Associated Banc-CorpASB-PF462,794$11.9M2.53%
11DTE Energy CoDTK79,581$10.3M2.18%
12Netflix IncNFLX108,245$10.1M2.15%
13Allstate Corp/TheALL-PJ48,407$10.1M2.14%
14Labcorp Holdings IncLH39,952$10.0M2.13%
15Southwest Airlines Co844741108238,805$9.9M2.09%
16Agilent Technologies IncA72,512$9.9M2.09%
17Bio-Rad Laboratories Inc09057220731,478$9.5M2.02%
18JPMorgan Chase & CoVYLD29,196$9.4M2.00%
19Argenx SEARGX11,177$9.4M1.99%
20Veeva Systems IncVEEV42,102$9.4M1.99%