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Holders — by stockHoldings — by fund

Campbell & CO Investment Adviser LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001353570

$1.91B

disclosed book value

1,005

positions

1.2%

largest position share

Positions, as of 2026-06-30

top 100 of 1,005 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1HLTHilton Worldwide Holdings Inc70,100$23.2M1.2%
2PBRPetroleo Brasileiro SA - Petro1.1M$17.1M0.9%
3DARDarling Ingredients Inc307,691$16.8M0.9%
4HIGHartford Insurance Group Inc/T115,069$15.2M0.8%
5ATOAtmos Energy Corp84,361$14.5M0.8%
6MARMarriott International Inc/MD35,523$13.2M0.7%
7LyondellBasell Industries NV226,974$12.0M0.6%
8WLKWestlake Corp148,180$10.8M0.6%
9MTDMettler-Toledo International I7,752$9.9M0.5%
10LHLabcorp Holdings Inc34,593$9.7M0.5%
11LLoews Corp82,317$9.3M0.5%
12USBUS Bancorp153,931$9.3M0.5%
13PRIPrimerica Inc32,552$9.3M0.5%
14MAMastercard Inc17,967$9.2M0.5%
15WFCWells Fargo & Co109,225$9.0M0.5%
16DOWDow Inc325,686$8.9M0.5%
17IQVIQVIA Holdings Inc45,367$8.8M0.5%
18DUKDuke Energy Corp66,606$8.4M0.4%
19ISRGIntuitive Surgical Inc20,928$8.3M0.4%
20MCKMcKesson Corp10,871$8.2M0.4%
21TMOThermo Fisher Scientific Inc16,256$8.2M0.4%
22CFCF Industries Holdings Inc74,608$8.1M0.4%
23RVTYRevvity Inc70,574$7.9M0.4%
24CMECME Group Inc35,361$7.8M0.4%
25OGSONE Gas Inc98,346$7.6M0.4%
26AIGAmerican International Group I98,106$7.3M0.4%
27UTHRUnited Therapeutics Corp13,309$7.2M0.4%
28DHIDR Horton Inc43,393$7.1M0.4%
29UBS Group AG142,422$7.1M0.4%
30CRMSalesforce Inc44,668$7.0M0.4%
31EXPDExpeditors International of Wa41,673$6.8M0.4%
32ZWSZurn Elkay Water Solutions Cor134,197$6.8M0.4%
33BYDBoyd Gaming Corp76,096$6.7M0.4%
34SYFSynchrony Financial87,975$6.7M0.4%
35AMGNAmgen Inc18,379$6.7M0.3%
36WCCWESCO International Inc19,045$6.6M0.3%
37APHAmphenol Corp37,063$6.5M0.3%
38CCitigroup Inc46,486$6.5M0.3%
39HCAHCA Healthcare Inc16,484$6.4M0.3%
40CRWDCrowdstrike Holdings Inc8,267$6.3M0.3%
41ULUnilever PLC104,675$6.3M0.3%
42SAIASaia Inc14,872$6.3M0.3%
43REGNRegeneron Pharmaceuticals Inc9,899$6.2M0.3%
44STERIS PLC29,009$6.1M0.3%
45PBProsperity Bancshares Inc82,115$6.0M0.3%
46WTFCWintrust Financial Corp37,236$6.0M0.3%
47FFIVF5 Inc14,268$5.9M0.3%
48CRISPR Therapeutics AG107,529$5.9M0.3%
49SRSpire Inc75,034$5.9M0.3%
50RSReliance Inc15,576$5.8M0.3%
51HALHalliburton Co171,396$5.8M0.3%
52ITTITT Inc29,241$5.8M0.3%
53AAPLApple Inc19,938$5.8M0.3%
54HGVHilton Grand Vacations Inc109,529$5.7M0.3%
55DLBDolby Laboratories Inc107,778$5.7M0.3%
56CYTKCytokinetics Inc65,978$5.6M0.3%
57TotalEnergies SE72,194$5.6M0.3%
58MRSHMarsh & McLennan Cos Inc33,613$5.6M0.3%
59COFCapital One Financial Corp27,856$5.6M0.3%
60STZConstellation Brands Inc40,076$5.6M0.3%
61CICigna Group/The20,121$5.5M0.3%
62CORCencora Inc19,519$5.5M0.3%
63HWMHowmet Aerospace Inc20,347$5.5M0.3%
64NUENucor Corp24,517$5.5M0.3%
65PNCPNC Financial Services Group I22,075$5.4M0.3%
66AstraZeneca PLC29,025$5.4M0.3%
67KEYKeyCorp233,288$5.4M0.3%
68XELXcel Energy Inc66,633$5.4M0.3%
69CVXChevron Corp32,118$5.3M0.3%
70GBCIGlacier Bancorp Inc102,982$5.3M0.3%
71TXRHTexas Roadhouse Inc26,875$5.2M0.3%
72TAT&T Inc250,174$5.2M0.3%
73NETCloudflare Inc20,956$5.1M0.3%
74ODFLOld Dominion Freight Line Inc23,402$5.1M0.3%
75LOWLowe's Cos Inc22,973$5.1M0.3%
76FHNFirst Horizon Corp196,417$5.0M0.3%
77TSMTaiwan Semiconductor Manufactu10,446$5.0M0.3%
78COLBColumbia Banking System Inc155,059$5.0M0.3%
79SITESiteOne Landscape Supply Inc43,263$4.9M0.3%
80PTCPTC Inc43,313$4.9M0.3%
81FERGFerguson Enterprises Inc20,712$4.9M0.3%
82NVDANVIDIA Corp24,533$4.9M0.3%
83BNBrookfield Corp114,397$4.9M0.3%
84MCDMcDonald's Corp17,765$4.8M0.3%
85SANMSanmina Corp18,947$4.8M0.3%
86AAONAAON Inc37,752$4.8M0.3%
87BNSBank of Nova Scotia/The54,827$4.8M0.2%
88TFIITFI International Inc33,150$4.8M0.2%
89LDOSLeidos Holdings Inc46,206$4.8M0.2%
90JBHTJB Hunt Transport Services Inc16,206$4.7M0.2%
91INSMInsmed Inc43,856$4.7M0.2%
92KRKroger Co/The83,871$4.7M0.2%
93WHWyndham Hotels & Resorts Inc55,077$4.6M0.2%
94DGXQuest Diagnostics Inc21,872$4.6M0.2%
95WSMWilliams-Sonoma Inc19,870$4.6M0.2%
96HSICHenry Schein Inc55,428$4.6M0.2%
97FDXFedEx Corp14,734$4.6M0.2%
98JPMJPMorgan Chase & Co13,733$4.5M0.2%
99ROLRollins Inc107,472$4.5M0.2%
100CDWCDW Corp/DE31,548$4.4M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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