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Earnest Partners LLC Top Holdings and 13F Report (2026)

About Earnest Partners LLC

Investment Activity

  • Earnest Partners LLC has $24.25 billion in total holdings as of March 31, 2026.
  • Earnest Partners LLC owns shares of 295 different stocks, but just 102 companies or ETFs make up 80% of its holdings.
  • Approximately 2.23% of the portfolio was purchased this quarter.
  • About 5.01% of the portfolio was sold this quarter.
  • This quarter, Earnest Partners LLC has purchased 299 new stocks and bought additional shares in 36 stocks.
  • Earnest Partners LLC sold shares of 222 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Moog
$542,939,967
FormFactor
$472,842,253
Woodward
$462,163,484
GATX
$446,524,541

Largest New Holdings this Quarter

N72482156 - QIAGEN NV
$154,894,300 Holding
234264109 - Daktronics
$62,371,870 Holding
72348N109 - PINNACLE FINL PARTNERS INC
$55,980,491 Holding
59100U108 - Pathward Financial
$51,174,476 Holding
46982L108 - Jacobs Solutions
$15,240,634 Holding

Largest Purchases this Quarter

QIAGEN NV
3,868,489 shares (about $154.89M)
Stifel Financial
1,152,138 shares (about $85.17M)
Daktronics
3,190,377 shares (about $62.37M)
PINNACLE FINL PARTNERS INC
649,878 shares (about $55.98M)
Pathward Financial
573,512 shares (about $51.17M)

Largest Sales this Quarter

FormFactor
899,827 shares (about $87.27M)
Webster Financial
905,488 shares (about $62.86M)
Advanced Energy Industries
181,881 shares (about $58.69M)
CBRE Group
158,841 shares (about $21.52M)
iShares Russell Mid-Cap Value ETF
145,260 shares (about $21.17M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEarnest Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Moog Inc. stock logo
MOG.A
Moog
$542,939,967$13,537,526 â–¼-2.4%1,855,3172.2%Aerospace
FormFactor, Inc. stock logo
FORM
FormFactor
$472,842,253$87,274,221 â–¼-15.6%4,875,1651.9%Computer and Technology
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$462,761,510$10,816,193 â–¼-2.3%2,266,6611.9%Finance
Woodward, Inc. stock logo
WWD
Woodward
$462,163,484$19,692,758 â–¼-4.1%1,291,2481.9%Aerospace
GATX Corporation stock logo
GATX
GATX
$446,524,541$14,987,216 â–¼-3.2%2,615,2311.8%Transportation
FirstCash Holdings, Inc. stock logo
FCFS
FirstCash
$406,443,404$10,623,692 â–¼-2.5%2,161,9331.7%Business Services
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$395,799,620$58,694,818 â–¼-12.9%1,226,4871.6%Computer and Technology
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$395,753,569$21,516,602 â–¼-5.2%2,921,5531.6%Finance
Hexcel Corporation stock logo
HXL
Hexcel
$380,754,932$18,646,029 â–¼-4.7%4,704,7441.6%Aerospace
Archrock, Inc. stock logo
AROC
Archrock
$339,866,509$9,344,113 â–¼-2.7%9,766,2791.4%Energy
Snap-On Incorporated stock logo
SNA
Snap-On
$335,030,859$9,472,051 â–¼-2.7%922,3911.4%Consumer Discretionary
Raymond James Financial, Inc. stock logo
RJF
Raymond James Financial
$321,810,109$13,724,355 â–¼-4.1%2,222,5991.3%Finance
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$320,126,682$8,980,128 â–¼-2.7%2,228,9841.3%Finance
Ryder System, Inc. stock logo
R
Ryder System
$311,044,358$8,528,219 â–¼-2.7%1,519,4391.3%Transportation
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$309,368,146$11,759,425 â–¼-3.7%814,3411.3%Aerospace
Albemarle Corporation stock logo
ALB
Albemarle
$287,433,275$5,271,360 â–¼-1.8%1,601,0321.2%Basic Materials
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$283,760,126$5,493,660 â–¼-1.9%2,185,4601.2%Basic Materials
Stifel Financial Corporation stock logo
SF
Stifel Financial
$272,773,227$85,166,041 â–²45.4%3,690,1141.1%Finance
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$271,986,092$13,005,294 â–¼-4.6%1,387,4011.1%Retail/Wholesale
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$259,527,486$9,465,400 â–¼-3.5%4,196,0791.1%Consumer Staples
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$238,923,144$8,625,465 â–¼-3.5%2,080,3061.0%Computer and Technology
Cabot Corporation stock logo
CBT
Cabot
$237,875,446$3,969,063 â–²1.7%3,158,6171.0%Basic Materials
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$235,551,568$9,063,655 â–¼-3.7%389,3351.0%Aerospace
Republic Services, Inc. stock logo
RSG
Republic Services
$232,768,981$7,590,138 â–¼-3.2%1,062,7751.0%Business Services
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$229,596,367$4,626,098 â–¼-2.0%1,673,1990.9%Construction
Entegris, Inc. stock logo
ENTG
Entegris
$221,659,572$5,723,774 â–¼-2.5%1,890,6480.9%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$217,564,435$2,458,572 â–¼-1.1%548,7400.9%Computer and Technology
The Scotts Miracle-Gro Company stock logo
SMG
Scotts Miracle-Gro
$206,732,595$3,248,409 â–¼-1.5%3,399,6480.9%Consumer Staples
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$205,804,651$16,682,114 â–²8.8%278,7510.8%Construction
BorgWarner Inc. stock logo
BWA
BorgWarner
$205,030,580$7,634,653 â–¼-3.6%3,778,6690.8%Auto/Tires/Trucks
MDU Resources Group, Inc. stock logo
MDU
MDU Resources Group
$204,752,554$1,332,628 â–¼-0.6%9,881,8800.8%Utilities
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$201,850,005$7,783,434 â–¼-3.7%1,407,5030.8%Computer and Technology
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$200,665,530$5,506,369 â–¼-2.7%1,733,3120.8%Utilities
Flowserve Corporation stock logo
FLS
Flowserve
$200,496,393$5,795,014 â–¼-2.8%2,727,4710.8%Industrials
Wintrust Financial Corporation stock logo
WTFC
Wintrust Financial
$194,604,088$5,484,101 â–¼-2.7%1,400,6340.8%Finance
GRUPO CIBEST SA
$190,267,529$6,155,430 â–¼-3.1%2,613,2060.8%SPON ADS
Cirrus Logic, Inc. stock logo
CRUS
Cirrus Logic
$187,975,341$4,926,336 â–¼-2.6%1,299,7880.8%Computer and Technology
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$186,696,579$3,097,447 â–²1.7%2,446,2340.8%Basic Materials
Equinor ASA stock logo
EQNR
Equinor ASA
$180,183,155$792,052 â–¼-0.4%4,269,7430.7%Energy
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$176,811,321$4,881,921 â–¼-2.7%1,656,1570.7%Finance
Box, Inc. stock logo
BOX
BOX
$172,696,299$5,204,913 â–¼-2.9%7,305,2580.7%Computer and Technology
Flex Ltd. stock logo
FLEX
Flex
$172,100,624$16,422,277 â–¼-8.7%2,629,0960.7%Computer and Technology
The Middleby Corporation stock logo
MIDD
Middleby
$171,324,119$2,166,888 â–¼-1.2%1,292,2320.7%Industrials
United Bankshares, Inc. stock logo
UBSI
United Bankshares
$171,251,114$4,374,987 â–¼-2.5%4,134,5030.7%Finance
Sociedad Quimica y Minera S.A. stock logo
SQM
Sociedad Quimica y Minera
$169,162,738$1,362,463 â–¼-0.8%2,089,9770.7%Basic Materials
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$167,560,635$2,914,043 â–¼-1.7%971,3660.7%Medical
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$165,938,823$5,326,801 â–¼-3.1%151,7710.7%Computer and Technology
Enersys stock logo
ENS
Enersys
$164,263,552$6,109,906 â–¼-3.6%945,5650.7%Industrials
Bio-Rad Laboratories, Inc. stock logo
BIO
Bio-Rad Laboratories
$164,108,766$4,143,061 â–¼-2.5%588,7310.7%Medical
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$157,503,366$7,175,132 â–¼-4.4%529,9040.6%Finance
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$155,308,464$3,861,844 â–¼-2.4%388,6890.6%Industrials
Webster Financial Corporation stock logo
WBS
Webster Financial
$154,984,385$62,858,977 â–¼-28.9%2,232,5610.6%Finance
QIAGEN NV
$154,894,300$154,894,300 â–²New Holding3,868,4890.6%ORD SHARES
Amkor Technology, Inc. stock logo
AMKR
Amkor Technology
$154,535,890$16,236,962 â–¼-9.5%3,431,8430.6%Computer and Technology
onsemi stock logo
ON
onsemi
$146,264,700$1,880,696 â–¼-1.3%2,362,1560.6%Computer and Technology
UMB Financial Corporation stock logo
UMBF
UMB Financial
$144,133,100$3,243,051 â–¼-2.2%1,277,8890.6%Finance
AAR Corp. stock logo
AIR
AAR
$142,852,962$4,208,737 â–¼-2.9%1,305,0700.6%Aerospace
Cummins Inc. stock logo
CMI
Cummins
$140,170,351$10,687,767 â–¼-7.1%260,5300.6%Auto/Tires/Trucks
Sonoco Products Company stock logo
SON
Sonoco Products
$139,897,727$1,118,419 â–²0.8%2,586,3880.6%Industrials
Hologic, Inc. stock logo
HOLX
Hologic
$139,306,776$3,594,834 â–¼-2.5%1,842,9260.6%Medical
Carnival Corporation stock logo
CCL
Carnival
$138,812,116$2,439,811 â–²1.8%5,363,6830.6%Consumer Discretionary
COPT Defense Properties stock logo
CDP
COPT Defense Properties
$138,426,475$2,935,611 â–¼-2.1%4,523,7410.6%Finance
Novartis AG stock logo
NVS
Novartis
$135,228,048$5,515,192 â–¼-3.9%885,2900.6%Medical
WEX Inc. stock logo
WEX
WEX
$135,135,085$1,019,093 â–¼-0.7%883,0050.6%Business Services
SBA Communications Corporation stock logo
SBAC
SBA Communications
$134,951,795$883,957 â–¼-0.7%784,1020.6%Finance
Rio Tinto PLC stock logo
RIO
Rio Tinto
$134,616,164$6,797,389 â–¼-4.8%1,442,9860.6%Basic Materials
A. O. Smith Corporation stock logo
AOS
A. O. Smith
$133,681,481$2,881,512 â–¼-2.1%2,027,3200.6%Industrials
BXP, Inc. stock logo
BXP
BXP
$132,492,033$4,302,095 â–¼-3.1%2,552,8330.5%Finance
Plexus Corp. stock logo
PLXS
Plexus
$132,144,793$3,953,783 â–¼-2.9%652,4380.5%Computer and Technology
Masco Corporation stock logo
MAS
Masco
$131,572,732$2,541,094 â–¼-1.9%2,179,4390.5%Construction
Albany International Corporation stock logo
AIN
Albany International
$130,897,571$2,833,959 â–¼-2.1%2,507,1360.5%Industrials
Oceaneering International, Inc. stock logo
OII
Oceaneering International
$130,682,582$3,805,434 â–¼-2.8%3,684,3130.5%Energy
Nextpower Inc. stock logo
NXT
Nextpower
$127,549,856$1,046,615 â–¼-0.8%1,058,0660.5%Energy
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$127,466,618$3,676,740 â–¼-2.8%451,4170.5%Computer and Technology
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$126,434,458$3,585,924 â–¼-2.8%632,3620.5%Business Services
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$125,037,919$5,190,358 â–¼-4.0%368,4630.5%Computer and Technology
Stag Industrial, Inc. stock logo
STAG
Stag Industrial
$122,916,748$2,719,645 â–¼-2.2%3,408,6730.5%Finance
CACI International, Inc. stock logo
CACI
CACI International
$121,801,318$559,098 â–¼-0.5%223,9530.5%Computer and Technology
Murphy Oil Corporation stock logo
MUR
Murphy Oil
$120,093,930$8,828 â–²0.0%2,911,3680.5%Energy
Timken Company (The) stock logo
TKR
Timken
$117,524,493$2,649,818 â–¼-2.2%1,168,5840.5%Computer and Technology
Centene Corporation stock logo
CNC
Centene
$117,453,702$2,745,118 â–²2.4%3,587,4680.5%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$115,769,400$1,272,156 â–¼-1.1%4,469,8610.5%Finance
SOUTHSTATE BK CORP
$114,353,147$3,109,042 â–¼-2.6%1,235,9830.5%COM
The Cheesecake Factory Incorporated stock logo
CAKE
Cheesecake Factory
$114,351,836$3,238,353 â–¼-2.8%2,088,6180.5%Retail/Wholesale
EVERUS CONSTR GROUP
$113,477,265$3,228,115 â–¼-2.8%961,1830.5%COM
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$111,661,845$2,026,470 â–²1.8%781,6720.5%Computer and Technology
Sanmina Corporation stock logo
SANM
Sanmina
$110,922,836$1,358,886 â–¼-1.2%855,6220.5%Computer and Technology
Expro Group Holdings N.V. stock logo
XPRO
Expro Group
$110,052,458$2,952,945 â–¼-2.6%6,321,2210.5%Energy
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$108,448,838$2,259,260 â–¼-2.0%5,226,4500.4%Energy
Trustmark Corporation stock logo
TRMK
Trustmark
$106,723,848$3,209,551 â–¼-2.9%2,532,6020.4%Finance
Ross Stores, Inc. stock logo
ROST
Ross Stores
$106,017,855$3,052,317 â–¼-2.8%489,3960.4%Retail/Wholesale
UNITED CMNTY BKS BLAIRSVLE G
$105,714,292$2,899,599 â–¼-2.7%3,357,0750.4%COM
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$103,558,157$3,198,115 â–¼-3.0%1,123,5560.4%Industrials
Helmerich & Payne, Inc. stock logo
HP
Helmerich & Payne
$102,312,085$2,022,184 â–¼-1.9%2,839,6360.4%Energy
ONE Gas, Inc. stock logo
OGS
ONE Gas
$99,318,915$2,975,361 â–¼-2.9%1,153,1280.4%Utilities
Icon Plc stock logo
ICLR
Icon
$98,021,521$474,289 â–¼-0.5%885,7900.4%Medical
Parsons Corporation stock logo
PSN
Parsons
$96,441,560$2,610,832 â–¼-2.6%1,780,3500.4%Business Services
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$95,754,266$2,165,746 â–¼-2.2%608,8140.4%Finance
Baidu, Inc. stock logo
BIDU
Baidu
$95,594,906$3,380,371 â–¼-3.4%857,9690.4%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$95,554,572$6,136,498 â–¼-6.0%279,5710.4%Computer and Technology

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