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Asset Manager ← All Institutions

Campbell & CO Investment Adviser LLC

Q2 2025 · Filed 2025-08-07
Market Value
$1.6B
+21.6%
Holdings
1,503
+121
New Purchases
524
Added To
289
Closed
429
Reduced
261
Top 10 Concentration
6.2%
Turnover
63.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JCI 0.87% 0.00% +0.87% $14M
BMO 0.74% 0.00% +0.74% $12M
AER 0.66% 0.00% +0.66% $10M
NFLX 0.63% 0.00% +0.63% $10M
HPQ 0.60% 0.00% +0.60% $9M
AL 0.57% 0.00% +0.57% $9M
ITW 0.54% 0.00% +0.54% $8M
DOV 0.53% 0.02% +0.51% $8M
IBN 0.51% 0.00% +0.51% $8M
HWM 0.48% 0.00% +0.48% $7M
XYL 0.45% 0.00% +0.45% $7M
TDY 0.44% 0.00% +0.44% $7M
PNFP 0.43% 0.00% +0.43% $7M
ASX 0.43% 0.00% +0.43% $7M
SCHW 0.43% 0.00% +0.43% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LH 0.00% 0.68% -0.68% $0
SYF 0.00% 0.65% -0.65% $0
BRO 0.00% 0.59% -0.59% $0
UL 0.00% 0.57% -0.57% $0
ABBV 0.00% 0.56% -0.56% $0
CAH 0.15% 0.70% -0.55% $2M
OGE 0.00% 0.55% -0.55% $0
SNY 0.08% 0.61% -0.53% $1M
PKG 0.00% 0.52% -0.52% $0
HUBB 0.00% 0.52% -0.52% $0
HALO 0.03% 0.51% -0.48% $476K
RJF 0.05% 0.52% -0.47% $790K
PNC 0.07% 0.54% -0.47% $1M
TRP 0.00% 0.45% -0.45% $0
LOGI 0.04% 0.48% -0.44% $612K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 43 $70M 4.5%
Large Cap 501 $681M 43.5%
Mid Cap 546 $594M 37.9%
Small Cap 375 $211M 13.5%
Micro Cap 38 $10M 0.6%

Portfolio Analytics

Avg Market Cap
$41.7B
Median Market Cap
$5.4B
Avg P/E
29.8
Median P/E
19.5
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
1,503
# ETFs / Funds
0

Top Holdings (1,503 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 JCI 0.87% 128,951 $14M $105.62 +128,951 NEW
2 BMO 0.74% 104,104 $12M $110.63 +104,104 NEW
3 AER 0.66% 88,114 $10M $117.00 +88,114 NEW
4 NFLX 0.63% 7,306 $10M $1,339.13 +7,306 NEW
5 HPQ 0.60% 382,558 $9M $24.46 +382,558 NEW
6 AL 0.57% 152,864 $9M $58.49 +152,864 NEW
7 RY 0.54% 64,498 $8M $131.55 $6M +38,758 +150.6%
8 ITW 0.54% 34,234 $8M $247.25 +34,234 NEW
9 DOV 0.53% 45,464 $8M $183.23 $8M +43,855 +2725.6%
10 IBN 0.51% 236,661 $8M $33.64 +236,661 NEW
11 AVNT 0.49% 239,419 $8M $32.31 $6M +191,184 +396.4%
12 HWM 0.48% 40,192 $7M $186.13 +40,192 NEW
13 ZM 0.46% 91,973 $7M $77.98 $7M +82,995 +924.4%
14 XYL 0.45% 54,853 $7M $129.36 +54,853 NEW
15 TDY 0.44% 13,395 $7M $512.31 +13,395 NEW
16 PNFP 0.43% 60,995 $7M $110.41 +60,995 NEW
17 ASX 0.43% 648,867 $7M $10.33 +648,867 NEW
18 SCHW 0.43% 73,222 $7M $91.24 +73,222 NEW
19 CTVA 0.42% 87,705 $7M $74.53 +87,705 NEW
20 TEL 0.41% 38,293 $6M $168.67 +38,293 NEW
21 BKH 0.41% 113,789 $6M $56.10 $548K +17,579 +18.3%
22 SNA 0.40% 20,181 $6M $311.18 +20,181 NEW
23 SSB 0.40% 67,226 $6M $92.03 +67,226 NEW
24 MCD 0.39% 21,154 $6M $292.17 $6M +20,335 +2482.9%
25 ALSN 0.39% 64,638 $6M $94.99 +64,638 NEW
26 BX 0.38% 40,113 $6M $149.58 $3M +19,321 +92.9%
27 HOMB 0.37% 204,680 $6M $28.46 +204,680 NEW
28 RBLX 0.36% 53,977 $6M $105.20 $5M +35,857 +197.9%
29 UNP 0.35% 24,115 $6M $230.08 +24,115 NEW
30 ABNB 0.35% 41,915 $6M $132.34 $5M +38,864 +1273.8%
31 ROK 0.35% 16,427 $5M $332.17 +16,427 NEW
32 AVT 0.35% 102,476 $5M $53.08 +102,476 NEW
33 NXPI 0.35% 24,822 $5M $218.49 +24,822 NEW
34 BMI 0.35% 22,117 $5M $244.95 +22,117 NEW
35 TMUS 0.34% 22,596 $5M $238.26 $5M +21,116 +1426.8%
36 BWA 0.34% 159,866 $5M $33.48 $4M +110,330 +222.7%
37 AIT 0.34% 22,955 $5M $232.45 +22,955 NEW
38 ABG 0.34% 22,321 $5M $238.54 +22,321 NEW
39 CMI 0.34% 16,212 $5M $327.50 $3M +7,304 +82.0%
40 RPM 0.34% 48,104 $5M $109.84 $2M +19,669 +69.2%
41 MSCI 0.34% 9,100 $5M $576.74 +9,100 NEW
42 CRWD 0.32% 9,893 $5M $509.31 +9,893 NEW
43 FBP 0.32% 240,340 $5M $20.83 +240,340 NEW
44 TU 0.32% 310,671 $5M $16.06 $2M +121,526 +64.2%
45 AXTA 0.32% 167,195 $5M $29.69 $4M +124,151 +288.4%
46 PEN 0.32% 19,233 $5M $256.63 +19,233 NEW
47 HRB 0.32% 89,888 $5M $54.89 $4M +66,975 +292.3%
48 FDS 0.31% 11,012 $5M $447.28 +11,012 NEW
49 DBX 0.31% 170,700 $5M $28.60 $5M +162,036 +1870.2%
50 PB 0.31% 69,194 $5M $70.24 $590K +9,357 +15.6%
51 AWI 0.31% 29,861 $5M $162.44 $4M +23,238 +350.9%
52 MGY 0.31% 214,211 $5M $22.48 $4M +163,804 +325.0%
53 SPSC 0.30% 35,030 $5M $136.09 +35,030 NEW
54 P 0.30% 82,013 $5M $57.58 +82,013 NEW
55 KBH 0.30% 88,817 $5M $52.97 $3M +52,886 +147.2%
56 EMN 0.30% 62,939 $5M $74.66 $3M +39,717 +171.0%
57 VCYT 0.30% 173,638 $5M $27.03 $2M +97,296 +127.5%
58 PFSI 0.30% 47,057 $5M $99.64 $4M +44,687 +1885.5%
59 PANW 0.29% 22,269 $5M $204.64 $4M +20,279 +1019.0%
60 COST 0.28% 4,493 $4M $989.94 +4,493 NEW
61 BCS 0.28% 237,849 $4M $18.59 +237,849 NEW
62 ONB 0.28% 206,798 $4M $21.34 +206,798 NEW
63 MFC 0.28% 136,070 $4M $31.96 $4M +115,584 +564.2%
64 NTAP 0.27% 39,888 $4M $106.55 $4M +35,134 +739.0%
65 NSP 0.27% 70,496 $4M $60.12 +70,496 NEW
66 JNJ 0.27% 27,466 $4M $152.75 $4M +25,296 +1165.7%
67 GE 0.26% 15,973 $4M $257.39 $3M +8,592 +116.4%
68 BMRN 0.26% 74,549 $4M $54.97 +74,549 NEW
69 RGA 0.26% 20,655 $4M $198.36 $3M +12,806 +163.2%
70 UBS 0.26% 119,894 $4M $33.82 +119,894 NEW
71 GWW 0.26% 3,897 $4M $1,040.24 $34K -172 -4.2%
72 FBHS 0.26% 78,119 $4M $51.48 +78,119 NEW
73 LEG 0.26% 448,678 $4M $8.92 $2M +183,321 +69.1%
74 BOX 0.26% 117,065 $4M $34.17 +117,065 NEW
75 WSO 0.25% 8,954 $4M $441.62 +8,954 NEW
76 CBSH 0.25% 63,445 $4M $62.17 +63,445 NEW
77 GPK 0.25% 186,940 $4M $21.07 +186,940 NEW
78 BEAM 0.25% 226,744 $4M $17.01 +226,744 NEW
79 CRM 0.25% 14,086 $4M $272.69 -$2M -8,938 -38.8%
80 ENOV 0.24% 120,921 $4M $31.36 $4M +114,832 +1885.9%
81 COHR 0.24% 42,434 $4M $89.21 $3M +36,368 +599.5%
82 SLGN 0.24% 69,504 $4M $54.18 $3M +48,967 +238.4%
83 FOLD 0.24% 656,111 $4M $5.73 +656,111 NEW
84 CTSH 0.24% 47,968 $4M $78.03 $2M +29,948 +166.2%
85 BCRX 0.24% 412,518 $4M $8.96 $4M +390,834 +1802.4%
86 GWRE 0.24% 15,667 $4M $235.45 +15,667 NEW
87 SLM 0.24% 112,291 $4M $32.79 $3M +83,749 +293.4%
88 JHG 0.23% 93,376 $4M $38.84 -$5M -142,703 -60.5%
89 HLI 0.23% 20,149 $4M $179.95 +20,149 NEW
90 KMPR 0.23% 56,075 $4M $64.54 $3M +40,237 +254.1%
91 EXEL 0.23% 81,729 $4M $44.08 +81,729 NEW
92 VEEV 0.23% 12,435 $4M $287.98 $2M +6,085 +95.8%
93 UFPI 0.23% 35,978 $4M $99.36 +35,978 NEW
94 VSH 0.23% 223,337 $4M $15.88 +223,337 NEW
95 OZK 0.23% 75,148 $4M $47.06 $3M +69,256 +1175.4%
96 DVA 0.22% 24,664 $4M $142.45 +24,664 NEW
97 AOS 0.22% 53,469 $4M $65.57 $3M +43,354 +428.6%
98 WAT 0.22% 9,963 $3M $349.04 +9,963 NEW
99 NOW 0.22% 3,373 $3M $1,028.08 -$2M -3,480 -50.8%
100 MOS 0.22% 94,903 $3M $36.48 $2M +30,847 +48.2%

New Positions

SymbolValue% Port
JCI $14M 0.87%
BMO $12M 0.74%
AER $10M 0.66%
NFLX $10M 0.63%
HPQ $9M 0.60%
AL $9M 0.57%
ITW $8M 0.54%
IBN $8M 0.51%
HWM $7M 0.48%
XYL $7M 0.45%
TDY $7M 0.44%
PNFP $7M 0.43%
ASX $7M 0.43%
SCHW $7M 0.43%
CTVA $7M 0.42%

Sold Out Positions

SymbolValue% Port
OGS —%
ABT —%
YUM —%
NVT —%
BKD —%
NFG —%
ATEN —%
ARW —%
DIS —%
TMHC —%
ARES —%
FLR —%
ALL —%
MC —%
HMC —%
View SEC EDGAR Filings for Campbell & CO Investment Adviser LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms