Sciencast Management LP
237 holdingsFiling period: 2026-06-30Current AUM: $508.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | 6.1K | $4.4M | $3.4M | 0.66% | -- | 2026-06-30 |
| 2 | UAL | United Airlines Holdings Inc | 32.3K | $4.4M | $3.3M | 0.65% | +2.9K | 2026-06-30 |
| 3 | IDA | Idacorp Inc | 29.0K | $4.4M | $4.1M | 0.81% | +3.8K | 2026-06-30 |
| 4 | ARMK | Aramark | 77.0K | $4.4M | $4.0M | 0.79% | -556 | 2026-06-30 |
| 5 | ATO | Atmos Energy Corp | 25.1K | $4.3M | $4.4M | 0.86% | -- | 2026-06-30 |
| 6 | CNQ | Canadian Natural Resources | 109.2K | $4.3M | $5.9M | 1.16% | -17,628 | 2026-06-30 |
| 7 | DUK | Duke Energy Corp | 34.0K | $4.3M | $4.3M | 0.84% | -14,385 | 2026-06-30 |
| 8 | WRB | WR Berkley Corp | 61.0K | $4.3M | $4.6M | 0.91% | -34,395 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc-CL B | 8.6K | $4.3M | $4.3M | 0.84% | -- | 2026-06-30 |
| 10 | CFR | Cullen/Frost Bankers Inc | 27.8K | $4.3M | $4.4M | 0.86% | -3,011 | 2026-06-30 |
| 11 | ORLY | O'reilly Automotive Inc | 46.5K | $4.3M | $4.3M | 0.84% | -- | 2026-06-30 |
| 12 | RSG | Republic Services Inc | 20.1K | $4.3M | $4.9M | 0.95% | -8,810 | 2026-06-30 |
| 13 | COP | Conocophillips | 41.0K | $4.3M | $6.0M | 1.17% | -- | 2026-06-30 |
| 14 | WFC | Wells Fargo & Co | 51.5K | $4.3M | $4.3M | 0.84% | -28,509 | 2026-06-30 |
| 15 | C | Citigroup Inc | 30.4K | $4.3M | $3.7M | 0.73% | -- | 2026-06-30 |
| 16 | CSX | Csx Corp | 89.3K | $4.2M | $4.6M | 0.91% | -- | 2026-06-30 |
| 17 | VLO | Valero Energy Corp | 16.3K | $4.2M | $6.9M | 1.36% | -- | 2026-06-30 |
| 18 | SHOP | Shopify Inc - Class A | 37.1K | $4.2M | $6.3M | 1.23% | -16,295 | 2026-06-30 |
| 19 | PAAS | Pan American Silver Corp | 94.5K | $4.2M | $3.9M | 0.76% | -21,703 | 2026-06-30 |
| 20 | LRCX | Lam Research Corp | 9.8K | $4.2M | $2.2M | 0.44% | -20,162 | 2026-06-30 |
| 21 | FTNT | Fortinet Inc | 27.5K | $4.2M | $4.8M | 0.93% | +23.6K | 2026-06-30 |
| 22 | BWA | Borgwarner Inc | 63.5K | $4.2M | $3.5M | 0.69% | -- | 2026-06-30 |
| 23 | EOG | Eog Resources Inc | 32.5K | $4.2M | $5.1M | 1.01% | -- | 2026-06-30 |
| 24 | NEM | Newmont Corp | 45.1K | $4.2M | $5.2M | 1.01% | -1,513 | 2026-06-30 |
| 25 | — | Nvent Electric PLC | 24.8K | $4.2M | $4.2M | 0.83% | -- | 2026-06-30 |
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