Sciencast Management Lp Top Holdings and 13F Report (2025) About Sciencast Management LpInvestment ActivitySciencast Management Lp has $433.46 million in total holdings as of March 31, 2025.Sciencast Management Lp owns shares of 229 different stocks, but just 113 companies or ETFs make up 80% of its holdings.Approximately 67.23% of the portfolio was purchased this quarter.About 51.57% of the portfolio was sold this quarter.This quarter, Sciencast Management Lp has purchased 244 new stocks and bought additional shares in 57 stocks.Sciencast Management Lp sold shares of 35 stocks and completely divested from 152 stocks this quarter.Largest Holdings Brown & Brown $3,709,732Marsh & McLennan Companies $3,708,524Colgate-Palmolive $3,696,184Exelon $3,681,193Coca-Cola $3,674,249 Largest New Holdings this Quarter 852234103 - BLOCK INC $3,628,483 Holding693475105 - The PNC Financial Services Group $3,618,050 Holding693506107 - PPG Industries $3,611,721 Holding55261F104 - M&T Bank $3,591,802 Holding17275R102 - Cisco Systems $3,561,346 Holding Largest Purchases this Quarter BLOCK INC 66,786 shares (about $3.63M)The PNC Financial Services Group 20,584 shares (about $3.62M)PPG Industries 33,029 shares (about $3.61M)M&T Bank 20,094 shares (about $3.59M)Cisco Systems 57,711 shares (about $3.56M) Largest Sales this Quarter LAM RESEARCH CORP 35,340 shares (about $2.57M)Rollins 38,403 shares (about $2.07M)DuPont de Nemours 27,619 shares (about $2.06M)Lincoln National 48,617 shares (about $1.75M)TechnipFMC 52,848 shares (about $1.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSciencast Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBROBrown & Brown$3,709,732$1,432,093 ▲62.9%29,8210.9%FinanceMMCMarsh & McLennan Companies$3,708,524$210,354 ▲6.0%15,1970.9%FinanceCLColgate-Palmolive$3,696,184$556,953 ▲17.7%39,4470.9%Consumer StaplesEXCExelon$3,681,193$45,020 ▼-1.2%79,8870.8%UtilitiesKOCoca-Cola$3,674,249$471,474 ▲14.7%51,3020.8%Consumer StaplesEQTEQT$3,653,223$538,948 ▲17.3%68,3740.8%EnergyBLOCK INC$3,628,483$3,628,483 ▲New Holding66,7860.8%AAMATApplied Materials$3,625,533$3,108,035 ▲600.6%24,9830.8%Computer and TechnologyCNCCentene$3,624,387$875,195 ▲31.8%59,7000.8%MedicalPNCThe PNC Financial Services Group$3,618,050$3,618,050 ▲New Holding20,5840.8%FinanceMSMorgan Stanley$3,616,770$790,089 ▲28.0%31,0000.8%FinancePPGPPG Industries$3,611,721$3,611,721 ▲New Holding33,0290.8%Basic MaterialsGOOGLAlphabet$3,611,308$2,716,716 ▲303.7%23,3530.8%Computer and TechnologyGLWCorning$3,609,982$3,143,438 ▲673.8%78,8550.8%Computer and TechnologyDISWalt Disney$3,609,656$917,515 ▲34.1%36,5720.8%Consumer DiscretionaryOTISOtis Worldwide$3,603,847$643,349 ▲21.7%34,9210.8%ConstructionMTBM&T Bank$3,591,802$3,591,802 ▲New Holding20,0940.8%FinanceORCLOracle$3,584,309$1,582,230 ▲79.0%25,6370.8%Computer and TechnologyTMOThermo Fisher Scientific$3,580,232$1,929,693 ▲116.9%7,1950.8%MedicalCPCanadian Pacific Kansas City$3,572,215$2,107,564 ▲143.9%50,8790.8%TransportationARISTA NETWORKS INC$3,568,961$2,962,603 ▲488.6%46,0630.8%AWMBWilliams Companies$3,567,672$1,277,250 ▲55.8%59,7000.8%EnergyMOSMosaic$3,562,889$2,950,761 ▲482.1%131,9100.8%Basic MaterialsCSCOCisco Systems$3,561,346$3,561,346 ▲New Holding57,7110.8%Computer and TechnologyMLMMartin Marietta Materials$3,560,156$830,990 ▲30.4%7,4460.8%ConstructionMCDMcDonald's$3,559,144$3,559,144 ▲New Holding11,3940.8%Retail/WholesaleCSXCSX$3,559,029$3,559,029 ▲New Holding120,9320.8%TransportationSYKStryker$3,556,849$419,526 ▲13.4%9,5550.8%MedicalRTXRTX$3,554,034$62,389 ▲1.8%26,8310.8%AerospaceNINiSource$3,551,733$3,551,733 ▲New Holding88,5940.8%UtilitiesMDTMedtronic$3,546,055$3,546,055 ▲New Holding39,4620.8%MedicalGPNGlobal Payments$3,545,781$3,545,781 ▲New Holding36,2110.8%Business ServicesAFLAflac$3,544,626$3,544,626 ▲New Holding31,8790.8%FinanceHALHalliburton$3,543,758$706,123 ▲24.9%139,6830.8%EnergyITWIllinois Tool Works$3,541,583$1,191,688 ▲50.7%14,2800.8%IndustrialsYUMYum! Brands$3,539,341$3,539,341 ▲New Holding22,4920.8%Retail/WholesaleICEIntercontinental Exchange$3,538,665$19,148 ▲0.5%20,5140.8%FinanceHONHoneywell International$3,537,072$3,537,072 ▲New Holding16,7040.8%Multi-Sector ConglomeratesUSBU.S. Bancorp$3,535,883$3,535,883 ▲New Holding83,7490.8%FinanceZTSZoetis$3,535,694$2,113,777 ▲148.7%21,4740.8%MedicalAEEAmeren$3,531,570$3,531,570 ▲New Holding35,1750.8%UtilitiesMCHPMicrochip Technology$3,530,977$3,530,977 ▲New Holding72,9390.8%Computer and TechnologyCBChubb$3,529,055$3,529,055 ▲New Holding11,6860.8%FinanceGEGE Aerospace$3,528,444$3,528,444 ▲New Holding17,6290.8%IndustrialsEOGEOG Resources$3,524,933$3,524,933 ▲New Holding27,4870.8%EnergyBBWIBath & Body Works$3,523,760$1,157,709 ▲48.9%116,2190.8%Retail/WholesaleFEFirstEnergy$3,523,694$434,838 ▲14.1%87,1770.8%UtilitiesGEHCGE HealthCare Technologies$3,521,619$3,521,619 ▲New Holding43,6330.8%MedicalPAYXPaychex$3,521,287$3,521,287 ▲New Holding22,8240.8%Business ServicesJOHNSON CONTROLS INTERNATION$3,520,114$3,520,114 ▲New Holding43,9410.8%ABDXBecton, Dickinson and Company$3,517,674$3,517,674 ▲New Holding15,3570.8%MedicalFDSFactSet Research Systems$3,517,550$1,030,669 ▲41.4%7,7370.8%Business ServicesCMECME Group$3,516,154$3,516,154 ▲New Holding13,2540.8%FinanceXOMExxon Mobil$3,514,500$148,900 ▲4.4%29,5510.8%EnergyUPSUnited Parcel Service$3,510,661$851,543 ▲32.0%31,9180.8%TransportationBALLBall$3,508,789$3,508,789 ▲New Holding67,3860.8%IndustrialsTMUST-Mobile US$3,495,235$180,296 ▼-4.9%13,1050.8%Computer and TechnologyWRBW. R. Berkley$3,493,244$3,493,244 ▲New Holding49,0900.8%FinanceKLACKLA$3,412,596$3,412,596 ▲New Holding5,0200.8%Computer and TechnologyPFGPrincipal Financial Group$3,393,699$1,206,913 ▲55.2%40,2240.8%FinanceMOAltria Group$3,390,710$3,390,710 ▲New Holding56,4930.8%Consumer StaplesDVNDevon Energy$3,352,199$1,356,012 ▲67.9%89,6310.8%EnergyVSTVistra$3,336,118$3,336,118 ▲New Holding28,4070.8%UtilitiesNVENT ELECTRIC PLC$3,296,065$3,296,065 ▲New Holding62,8780.8%SHSCAGConagra Brands$3,272,649$3,272,649 ▲New Holding122,7090.8%Consumer StaplesOPCHOption Care Health$3,202,538$1,914,037 ▲148.5%91,6320.7%MedicalMRVLMarvell Technology$3,112,117$2,045,232 ▲191.7%50,5460.7%Computer and TechnologyARAntero Resources$3,022,566$1,044,808 ▲52.8%74,7420.7%EnergyNWSANews$3,022,318$3,022,318 ▲New Holding111,0330.7%Consumer DiscretionaryLMTLockheed Martin$2,966,154$2,070,947 ▲231.3%6,6400.7%AerospaceSYYSysco$2,948,172$2,948,172 ▲New Holding39,2880.7%Consumer StaplesSYFSynchrony Financial$2,926,364$710,508 ▲32.1%55,2770.7%FinanceCTASCintas$2,917,704$2,917,704 ▲New Holding14,1960.7%Business ServicesNETCloudflare$2,907,402$2,907,402 ▲New Holding25,8000.7%Computer and TechnologyTWLOTwilio$2,889,030$138,543 ▲5.0%29,5070.7%Computer and TechnologyLENLennar$2,875,813$2,875,813 ▲New Holding25,0550.7%ConstructionQCOMQUALCOMM$2,874,658$166,513 ▼-5.5%18,7140.7%Computer and TechnologyLVSLas Vegas Sands$2,851,049$2,851,049 ▲New Holding73,8040.7%Consumer DiscretionaryVZVerizon Communications$2,836,270$265,855 ▼-8.6%62,5280.7%Computer and TechnologyTERTeradyne$2,824,755$2,824,755 ▲New Holding34,1980.7%Computer and TechnologySNOWSnowflake$2,702,498$2,702,498 ▲New Holding18,4900.6%Computer and TechnologyJPMJPMorgan Chase & Co.$2,701,244$2,701,244 ▲New Holding11,0120.6%FinanceALLAllstate$2,693,774$2,693,774 ▲New Holding13,0090.6%FinanceABNBAirbnb$2,664,794$2,664,794 ▲New Holding22,3070.6%Consumer DiscretionaryORIOld Republic International$2,646,605$2,646,605 ▲New Holding67,4810.6%FinanceTECKTeck Resources$2,586,931$2,586,931 ▲New Holding71,0110.6%Basic MaterialsJNJJohnson & Johnson$2,582,295$2,582,295 ▲New Holding15,5710.6%MedicalCVSCVS Health$2,577,549$2,577,549 ▲New Holding38,0450.6%MedicalLINDE PLC$2,500,487$142,486 ▼-5.4%5,3700.6%SHSCNMCore & Main$2,358,784$1,333,308 ▲130.0%48,8260.5%IndustrialsCWANClearwater Analytics$2,333,583$978,468 ▲72.2%87,0740.5%Computer and TechnologyNTAPNetApp$2,296,050$2,296,050 ▲New Holding26,1390.5%Computer and TechnologyELEstée Lauder Companies$2,267,430$2,267,430 ▲New Holding34,3550.5%Consumer StaplesEQHEquitable$2,260,966$2,260,966 ▲New Holding43,4050.5%FinanceKNXKnight-Swift Transportation$2,257,566$2,257,566 ▲New Holding51,9100.5%TransportationTE CONNECTIVITY PLC$2,242,466$432,722 ▼-16.2%15,8680.5%ORD SHSHCAHCA Healthcare$2,239,855$2,239,855 ▲New Holding6,4820.5%MedicalAPAAPA$2,225,976$2,225,976 ▲New Holding105,8980.5%EnergyBKBank of New York Mellon$2,164,265$1,152,038 ▼-34.7%25,8050.5%FinanceNUENucor$2,126,528$330,815 ▲18.4%17,6710.5%Basic MaterialsShowing 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. 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