Campbell & CO Investment Adviser LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$1176.3T

Holdings

1,005

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,005 positions)

#StockSharesValue% PortfolioType
1
KRKroger Co/The
210,994$10.5T0.90%
2
COSTCostco Wholesale Corp
11,380$9.7T0.82%
3
GPNGlobal Payments Inc
98,305$9.5T0.81%
4
TRMBTrimble Inc
168,446$9.4T0.80%
5
LLYEli Lilly & Co
9,813$8.9T0.76%
6
FFIVF5 Inc
44,861$7.7T0.66%
7
UNPUnion Pacific Corp
30,021$6.8T0.58%
8
FASTFastenal Co
105,064$6.6T0.56%
9
SHAKShake Shack Inc
71,242$6.4T0.55%
10
CMECME Group Inc
32,573$6.4T0.54%
11
EMEEMCOR Group Inc
17,321$6.3T0.54%
12
CHEChemed Corp
11,538$6.3T0.53%
13
DISWalt Disney Co/The
62,777$6.2T0.53%
14
RHCRH PLC
82,708$6.2T0.52%
15
HUBSHubSpot Inc
10,366$6.1T0.52%
16
WMWaste Management Inc
27,462$5.9T0.50%
17
LECOLincoln Electric Holdings Inc
30,924$5.8T0.50%
18
POOLPool Corp
18,905$5.8T0.49%
19
ALSAllstate Corp/The
36,274$5.8T0.49%
20
STXSeagate Technology Holdings PL
54,374$5.6T0.48%
21
WEXWEX Inc
31,339$5.6T0.47%
22
ROKURoku Inc
87,316$5.2T0.44%
23
DBXDropbox Inc
231,441$5.2T0.44%
24
BFAMBright Horizons Family Solutio
46,707$5.1T0.44%
25
TRVTravelers Cos Inc/The
24,713$5.0T0.43%
26
WFCWells Fargo & Co
83,572$5.0T0.42%
27
EXPEagle Materials Inc
22,666$4.9T0.42%
28
WYNNWynn Resorts Ltd
54,226$4.9T0.41%
29
GGGGraco Inc
60,017$4.8T0.40%
30
WATWaters Corp
16,399$4.8T0.40%
31
ASGNASGN Inc
52,891$4.7T0.40%
32
MARMarriott International Inc/MD
19,092$4.6T0.39%
33
PHParker-Hannifin Corp
8,848$4.5T0.38%
34
TECHBio-Techne Corp
61,133$4.4T0.37%
35
TAPMolson Coors Beverage Co
86,020$4.4T0.37%
36
CMCSAComcast Corp
111,460$4.4T0.37%
37
FTVFortive Corp
58,878$4.4T0.37%
38
AMZNAmazon.com Inc
22,513$4.4T0.37%
39
LOGILogitech International SA
44,630$4.3T0.37%
40
FTNTFortinet Inc
71,615$4.3T0.37%
41
WMTWalmart Inc
63,013$4.3T0.36%
42
BLDRBuilders FirstSource Inc
30,749$4.3T0.36%
43
AKAMAkamai Technologies Inc
44,587$4.0T0.34%
44
HPEHewlett Packard Enterprise Co
189,035$4.0T0.34%
45
MOHMolina Healthcare Inc
13,441$4.0T0.34%
46
ENOVEnovis Corp
88,116$4.0T0.34%
47
IEXIDEX Corp
19,681$4.0T0.34%
48
OKEONEOK Inc
47,291$3.9T0.33%
49
FERGFerguson Enterprises Inc
19,877$3.8T0.33%
50
EDConsolidated Edison Inc
41,891$3.7T0.32%
51
COPConocoPhillips
32,256$3.7T0.31%
52
CGCarlyle Group Inc/The
91,522$3.7T0.31%
53
BLMNBloomin' Brands Inc
189,280$3.6T0.31%
54
PHGKoninklijke Philips NV
144,382$3.6T0.31%
55
3M4Masimo Corp
28,750$3.6T0.31%
56
CATCaterpillar Inc
10,773$3.6T0.31%
57
PNCPNC Financial Services Group I
22,942$3.6T0.30%
58
LRCXEURLam Research Corp
3,304$3.5T0.30%
59
URIUnited Rentals Inc
5,402$3.5T0.30%
60
RHIRobert Half Inc
54,597$3.5T0.30%
61
KLICKulicke & Soffa Industries Inc
70,941$3.5T0.30%
62
SEICSEI Investments Co
53,613$3.5T0.29%
63
XYZBlock Inc
53,740$3.5T0.29%
64
NUENucor Corp
21,792$3.4T0.29%
65
ANETEURArista Networks Inc
9,661$3.4T0.29%
66
AMGAffiliated Managers Group Inc
21,396$3.3T0.28%
67
TFXTeleflex Inc
15,730$3.3T0.28%
68
GSKGSK PLC
85,842$3.3T0.28%
69
ROLRollins Inc
67,424$3.3T0.28%
70
BCBrunswick Corp/DE
44,809$3.3T0.28%
71
ZBHZimmer Biomet Holdings Inc
29,924$3.2T0.28%
72
CMSCMS Energy Corp
53,936$3.2T0.27%
73
NTAPNetApp Inc
24,743$3.2T0.27%
74
DECKDeckers Outdoor Corp
3,280$3.2T0.27%
75
NXPINXP Semiconductors NV
11,779$3.2T0.27%
76
EPREPR Properties
75,299$3.2T0.27%
77
STNEStoneCo Ltd
263,375$3.2T0.27%
78
SITESiteOne Landscape Supply Inc
25,874$3.1T0.27%
79
GKDGrand Canyon Education Inc
22,249$3.1T0.26%
80
BBYBest Buy Co Inc
36,835$3.1T0.26%
81
NFLXNetflix Inc
4,600$3.1T0.26%
82
PBProsperity Bancshares Inc
49,795$3.0T0.26%
83
TENBTenable Holdings Inc
69,730$3.0T0.26%
84
BYDBoyd Gaming Corp
54,979$3.0T0.26%
85
SHWSherwin-Williams Co/The
9,986$3.0T0.25%
86
BKHBlack Hills Corp
54,603$3.0T0.25%
87
TTCToro Co/The
31,614$3.0T0.25%
88
CBOECboe Global Markets Inc
17,359$3.0T0.25%
89
XYLXylem Inc/NY
21,703$2.9T0.25%
90
MLMMartin Marietta Materials Inc
5,393$2.9T0.25%
91
ALLEAllegion plc
24,685$2.9T0.25%
92
GLPIGaming and Leisure Properties
64,168$2.9T0.25%
93
RJFRaymond James Financial Inc
22,744$2.8T0.24%
94
EAElectronic Arts Inc
20,143$2.8T0.24%
95
CRMSalesforce Inc
10,743$2.8T0.23%
96
IDAIDACORP Inc
29,582$2.8T0.23%
97
DEODiageo PLC
21,829$2.8T0.23%
98
TRIThomson Reuters Corp
16,323$2.8T0.23%
99
AYIAcuity Brands Inc
11,242$2.7T0.23%
100
FUODolby Laboratories Inc
34,168$2.7T0.23%
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