Engineers Gate Manager Lp Top Holdings and 13F Report (2025) About Engineers Gate Manager LpInvestment ActivityEngineers Gate Manager Lp has $8.04 billion in total holdings as of June 30, 2025.Engineers Gate Manager Lp owns shares of 2,114 different stocks, but just 495 companies or ETFs make up 80% of its holdings.Approximately 55.03% of the portfolio was purchased this quarter.About 34.53% of the portfolio was sold this quarter.This quarter, Engineers Gate Manager Lp has purchased 2,109 new stocks and bought additional shares in 807 stocks.Engineers Gate Manager Lp sold shares of 773 stocks and completely divested from 515 stocks this quarter.Largest Holdings J. M. Smucker $109,895,620Ventas $72,684,198General Motors $63,090,911Walmart $59,892,597Sabra Healthcare REIT $58,626,347 Largest New Holdings this Quarter 832696405 - J. M. Smucker $109,895,620 Holding171340102 - Church & Dwight $51,397,898 Holding902653104 - United Dominion Realty Trust $48,456,840 Holding90353T100 - Uber Technologies $34,940,570 Holding87807B107 - TC Energy $34,583,962 Holding Largest Purchases this Quarter J. M. Smucker 1,119,100 shares (about $109.90M)Ventas 1,031,535 shares (about $65.14M)Sabra Healthcare REIT 3,082,677 shares (about $56.84M)Church & Dwight 534,782 shares (about $51.40M)United Dominion Realty Trust 1,186,795 shares (about $48.46M) Largest Sales this Quarter Vertiv 236,710 shares (about $30.40M)The PNC Financial Services Group 155,421 shares (about $28.97M)Ecolab 100,442 shares (about $27.06M)Home Depot 71,022 shares (about $26.04M)ON 472,808 shares (about $24.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEngineers Gate Manager Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSJMJ. M. Smucker$109,895,620$109,895,620 ▲New Holding1,119,1001.4%Consumer StaplesVTRVentas$72,684,198$65,141,436 ▲863.6%1,150,9770.9%FinanceGMGeneral Motors$63,090,911$42,081,292 ▲200.3%1,282,0750.8%Auto/Tires/TrucksWMTWalmart$59,892,597$36,889,461 ▲160.4%612,5240.7%Retail/WholesaleSBRASabra Healthcare REIT$58,626,347$56,844,564 ▲3,190.3%3,179,3030.7%FinanceQQQInvesco QQQ$57,914,477$17,047,883 ▼-22.7%104,9860.7%FinanceTEAMAtlassian$53,272,132$19,855,500 ▲59.4%262,3080.7%Computer and TechnologySNOWSnowflake$53,231,974$31,706,195 ▲147.3%237,8870.7%Computer and TechnologyNVDANVIDIA$53,028,080$33,517,105 ▲171.8%335,6420.7%Computer and TechnologyFRFirst Industrial Realty Trust$52,073,050$48,456,225 ▲1,339.7%1,081,9250.6%FinanceCHDChurch & Dwight$51,397,898$51,397,898 ▲New Holding534,7820.6%Consumer StaplesUDRUnited Dominion Realty Trust$48,456,840$48,456,840 ▲New Holding1,186,7950.6%FinanceVVisa$46,255,559$16,376,681 ▲54.8%130,2790.6%Business ServicesITGartner$45,438,774$22,983,949 ▲102.4%112,4110.6%Business ServicesADBEAdobe$43,313,537$23,106,408 ▲114.3%111,9560.5%Computer and TechnologyGLWCorning$42,619,514$19,844,994 ▲87.1%810,4110.5%Computer and TechnologyRBLXRoblox$42,382,555$3,445,405 ▲8.8%402,8760.5%Consumer DiscretionaryCRMSalesforce$42,062,433$27,135,928 ▲181.8%154,2500.5%Computer and TechnologyCCICrown Castle$40,070,247$39,817,839 ▲15,775.2%390,0540.5%FinanceWYWeyerhaeuser$39,611,642$37,125,210 ▲1,493.1%1,541,9090.5%ConstructionMSCIMSCI$39,116,237$20,485,228 ▲110.0%67,8230.5%FinanceCMGChipotle Mexican Grill$38,969,672$23,712,201 ▲155.4%694,0280.5%Retail/WholesaleTAT&T$36,668,977$34,189,224 ▲1,378.7%1,267,0690.5%Computer and TechnologyHUBSHubSpot$36,263,888$16,643,794 ▲84.8%65,1490.5%Computer and TechnologyUBERUber Technologies$34,940,570$34,940,570 ▲New Holding374,4970.4%Computer and TechnologySHELShell$34,897,731$34,682,065 ▲16,081.4%495,6360.4%EnergyMETAMeta Platforms$34,851,134$5,787,364 ▲19.9%47,2180.4%Computer and TechnologyTRPTC Energy$34,583,962$34,583,962 ▲New Holding708,8330.4%EnergyMAMastercard$33,645,034$12,150,267 ▲56.5%59,8730.4%Business ServicesESSEssex Property Trust$33,555,127$32,748,854 ▲4,061.8%118,4020.4%FinanceSBACSBA Communications$33,520,592$33,520,592 ▲New Holding142,7380.4%FinancePECOPhillips Edison & Company, Inc.$32,694,865$32,694,865 ▲New Holding933,3390.4%FinanceJCIJohnson Controls International$32,442,450$20,554,497 ▲172.9%307,1620.4%ConstructionDINOHF Sinclair$32,313,774$29,548,515 ▲1,068.6%786,6060.4%EnergyPODDInsulet$31,928,543$30,246,737 ▲1,798.5%101,6250.4%MedicalTERTeradyne$31,829,702$8,592,126 ▲37.0%353,9780.4%Computer and TechnologyADIAnalog Devices$31,580,256$26,481,630 ▲519.4%132,6790.4%Computer and TechnologyFDXFedEx$30,252,915$28,479,215 ▲1,605.6%133,0910.4%TransportationCDWCDW$30,217,607$15,240,156 ▲101.8%169,2010.4%Computer and TechnologyBRXBrixmor Property Group$30,079,715$24,094,838 ▲402.6%1,155,1350.4%FinanceMSFTMicrosoft$29,816,248$29,816,248 ▲New Holding59,9430.4%Computer and TechnologyAKRAcadia Realty Trust$29,770,718$29,770,718 ▲New Holding1,603,1620.4%FinanceDUOLINGO INC$29,550,551$18,343,885 ▲163.7%72,0710.4%CL A COMPALANTIR TECHNOLOGIES INC$29,269,131$22,189,215 ▲313.4%214,7090.4%CL AMSIMotorola Solutions$29,065,138$21,914,795 ▲306.5%69,1270.4%Computer and TechnologyGDGeneral Dynamics$28,708,094$19,161,770 ▲200.7%98,4300.4%AerospaceISRGIntuitive Surgical$28,620,318$21,432,090 ▲298.2%52,6680.4%MedicalINTUIntuit$28,398,000$20,892,674 ▲278.4%36,0550.4%Computer and TechnologyZTSZoetis$28,057,432$25,665,315 ▲1,072.9%179,9130.3%MedicalMCDMcDonald's$27,656,228$27,354,709 ▲9,072.3%94,6580.3%Retail/WholesaleABBVAbbVie$27,424,798$20,567,067 ▲299.9%147,7470.3%MedicalWLKWestlake$26,652,265$26,444,445 ▲12,724.7%351,0110.3%Basic MaterialsTWLOTwilio$26,583,069$9,099,421 ▲52.0%213,7590.3%Computer and TechnologyUNPUnion Pacific$26,557,214$26,557,214 ▲New Holding115,4260.3%TransportationMELIMercadoLibre$26,515,276$10,564,292 ▲66.2%10,1450.3%Retail/WholesaleNXPINXP Semiconductors$26,514,198$20,571,052 ▲346.1%121,3520.3%Computer and TechnologySWKStanley Black & Decker$26,426,159$25,926,299 ▲5,186.7%390,0540.3%IndustrialsKEYSKeysight Technologies$26,120,759$24,661,586 ▲1,690.1%159,4090.3%Computer and TechnologyHPEHewlett Packard Enterprise$25,949,803$25,949,803 ▲New Holding1,268,9390.3%Computer and TechnologyAMZNAmazon.com$25,876,831$24,543,159 ▲1,840.3%117,9490.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$25,430,088$12,848,809 ▼-33.6%41,1590.3%FinanceCNCCentene$24,902,470$9,368,457 ▲60.3%458,7780.3%MedicalPCGPacific Gas & Electric$24,598,301$24,598,301 ▲New Holding1,764,5840.3%UtilitiesNRGNRG Energy$24,491,662$13,003,287 ▲113.2%152,5200.3%UtilitiesCRDOCredo Technology Group$23,799,889$7,763,394 ▼-24.6%257,0460.3%Computer and TechnologySPOTSpotify Technology$23,783,703$12,306,599 ▲107.2%30,9950.3%Computer and TechnologyTSNTyson Foods$23,459,838$10,062,376 ▲75.1%419,3750.3%Consumer StaplesHONHoneywell International$23,218,369$20,932,885 ▲915.9%99,7010.3%Multi-Sector ConglomeratesGWWW.W. Grainger$22,928,970$5,773,332 ▲33.7%22,0420.3%IndustrialsGDDYGoDaddy$22,861,858$19,037,384 ▲497.8%126,9680.3%Computer and TechnologyGWREGuidewire Software$22,580,597$22,580,597 ▲New Holding95,9040.3%Computer and TechnologyBROSDutch Bros$22,561,758$4,075,946 ▲22.0%329,9950.3%Retail/WholesaleTDSTelephone and Data Systems$22,530,999$22,530,999 ▲New Holding633,2490.3%UtilitiesNTRANatera$22,429,488$5,075,295 ▼-18.5%132,7660.3%MedicalCRH PLC$22,040,262$15,134,882 ▲219.2%240,0900.3%ORDAPPLOVIN CORP$22,019,332$11,582,397 ▼-34.5%62,8980.3%COM CL AEXRExtra Space Storage$21,769,516$17,503,045 ▲410.2%147,6500.3%FinanceCHTRCharter Communications$21,668,156$21,413,467 ▲8,407.7%53,0030.3%Consumer DiscretionaryUPSUnited Parcel Service$21,514,251$144,950 ▲0.7%213,1390.3%TransportationABNBAirbnb$20,831,904$23,290,119 ▼-52.8%157,4120.3%Consumer DiscretionaryBSXBoston Scientific$20,728,411$3,177,832 ▼-13.3%192,9840.3%MedicalCVXChevron$20,408,012$19,688,196 ▲2,735.2%142,5240.3%EnergyFIFiserv$20,147,315$18,963,031 ▲1,601.2%116,8570.3%Business ServicesORCLOracle$19,833,458$15,128,978 ▲321.6%90,7170.2%Computer and TechnologyVERALTO CORP$19,824,056$4,392,334 ▲28.5%196,3750.2%COM SHSCAHCardinal Health$19,716,480$14,951,328 ▲313.8%117,3600.2%MedicalETSYEtsy$19,682,884$4,329,460 ▲28.2%392,4020.2%Retail/WholesaleOTISOtis Worldwide$19,342,765$19,342,765 ▲New Holding195,3420.2%IndustrialsGE VERNOVA INC$19,333,554$19,333,554 ▲New Holding36,5370.2%COMMMCMarsh & McLennan Companies$19,063,440$12,256,740 ▲180.1%87,1910.2%FinanceBLOCK INC$18,503,317$15,184,121 ▲457.5%272,3880.2%CL AFLSFlowserve$18,376,735$3,722,190 ▲25.4%351,0360.2%IndustrialsLYFTLyft$18,292,033$5,804,786 ▼-24.1%1,160,6620.2%Computer and TechnologyGEHCGE HealthCare Technologies$18,270,995$1,164,973 ▼-6.0%246,6720.2%MedicalIOTSamsara$18,209,772$10,831,418 ▲146.8%457,7620.2%Computer and TechnologyBKRBaker Hughes$18,188,496$16,902,611 ▲1,314.5%474,4000.2%EnergyTTDTrade Desk$18,132,481$5,930,392 ▲48.6%251,8750.2%Computer and TechnologyCPRTCopart$18,102,414$17,739,247 ▲4,884.6%368,9100.2%Business ServicesVRTVertiv$18,095,922$30,395,930 ▼-62.7%140,9230.2%Computer and TechnologyFBINFortune Brands Innovations$18,017,485$11,973,733 ▲198.1%349,9900.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access