Sciencast Management Lp Top Holdings and 13F Report (2025) About Sciencast Management LpInvestment ActivitySciencast Management Lp has $483.95 million in total holdings as of June 30, 2025.Sciencast Management Lp owns shares of 250 different stocks, but just 120 companies or ETFs make up 80% of its holdings.Approximately 69.55% of the portfolio was purchased this quarter.About 61.62% of the portfolio was sold this quarter.This quarter, Sciencast Management Lp has purchased 229 new stocks and bought additional shares in 50 stocks.Sciencast Management Lp sold shares of 36 stocks and completely divested from 143 stocks this quarter.Largest Holdings BLACKROCK INC $4,244,216Moody's $4,122,568NU $4,115,369Thermo Fisher Scientific $4,114,203Colgate-Palmolive $4,094,681 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $4,244,216 Holding615369105 - Moody's $4,122,568 Holding127387108 - Cadence Design Systems $4,089,459 Holding808513105 - Charles Schwab $4,073,775 Holding92826C839 - Visa $4,066,388 Holding Largest Purchases this Quarter BLACKROCK INC 4,045 shares (about $4.24M)Moody's 8,219 shares (about $4.12M)Cadence Design Systems 13,271 shares (about $4.09M)Charles Schwab 44,649 shares (about $4.07M)Visa 11,453 shares (about $4.07M) Largest Sales this Quarter ARISTA NETWORKS INC 39,473 shares (about $4.04M)Ball 63,779 shares (about $3.58M)CELESTICA INC 20,605 shares (about $3.22M)Corning 56,449 shares (about $2.97M)Cintas 12,755 shares (about $2.84M) 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 PortfolioSectorBLACKROCK INC$4,244,216$4,244,216 ▲New Holding4,0450.9%AMCOMoody's$4,122,568$4,122,568 ▲New Holding8,2190.9%FinanceNUNU$4,115,369$3,648,409 ▲781.3%299,9540.9%FinanceTMOThermo Fisher Scientific$4,114,203$1,196,918 ▲41.0%10,1470.9%MedicalCLColgate-Palmolive$4,094,681$508,949 ▲14.2%45,0460.8%Consumer StaplesCDNSCadence Design Systems$4,089,459$4,089,459 ▲New Holding13,2710.8%Computer and TechnologyABNBAirbnb$4,080,704$1,128,596 ▲38.2%30,8350.8%Consumer DiscretionarySCHWCharles Schwab$4,073,775$4,073,775 ▲New Holding44,6490.8%FinanceVZVerizon Communications$4,068,375$1,362,789 ▲50.4%94,0230.8%Computer and TechnologyVVisa$4,066,388$4,066,388 ▲New Holding11,4530.8%Business ServicesBACBank of America$4,059,819$4,059,819 ▲New Holding85,7950.8%FinanceWTWWillis Towers Watson Public$4,042,428$4,042,428 ▲New Holding13,1890.8%FinanceAAPLApple$4,030,975$4,030,975 ▲New Holding19,6470.8%Computer and TechnologyKOCocaCola$4,028,010$398,393 ▲11.0%56,9330.8%Consumer StaplesMLMMartin Marietta Materials$4,027,171$60,386 ▼-1.5%7,3360.8%ConstructionJNJJohnson & Johnson$4,017,172$1,638,702 ▲68.9%26,2990.8%MedicalWMTWalmart$4,007,122$4,007,122 ▲New Holding40,9810.8%Retail/WholesaleFTITechnipFMC$3,999,793$2,322,427 ▲138.5%116,1380.8%EnergyPGRProgressive$3,995,695$3,995,695 ▲New Holding14,9730.8%FinanceNEENextEra Energy$3,992,275$3,992,275 ▲New Holding57,5090.8%UtilitiesACGLArch Capital Group$3,988,901$3,988,901 ▲New Holding43,8100.8%FinanceADPAutomatic Data Processing$3,988,229$3,988,229 ▲New Holding12,9320.8%Computer and TechnologyCBChubb$3,984,519$598,851 ▲17.7%13,7530.8%FinanceUNPUnion Pacific$3,976,243$3,976,243 ▲New Holding17,2820.8%TransportationBDXBecton, Dickinson and Company$3,975,874$1,330,631 ▲50.3%23,0820.8%MedicalBKBank of New York Mellon$3,972,214$1,621,120 ▲69.0%43,5980.8%FinanceMTBM&T Bank$3,964,962$66,927 ▲1.7%20,4390.8%FinanceKLACKLA$3,962,754$533,861 ▼-11.9%4,4240.8%Computer and TechnologyTE CONNECTIVITY PLC$3,961,552$1,285,097 ▲48.0%23,4870.8%ORD SHSMMCMarsh & McLennan Companies$3,954,760$632,088 ▲19.0%18,0880.8%FinanceTJXTJX Companies$3,954,273$3,954,273 ▲New Holding32,0210.8%Retail/WholesaleMARMarriott International$3,949,797$3,949,797 ▲New Holding14,4570.8%Consumer DiscretionarySYKStryker$3,944,035$163,791 ▲4.3%9,9690.8%MedicalRSGRepublic Services$3,943,787$3,943,787 ▲New Holding15,9920.8%Business ServicesEQTEQT$3,939,166$48,406 ▼-1.2%67,5440.8%EnergyARAntero Resources$3,936,967$926,359 ▲30.8%97,7400.8%EnergyZTSZoetis$3,936,646$587,776 ▲17.6%25,2430.8%MedicalBRK.BBerkshire Hathaway$3,934,737$3,934,737 ▲New Holding8,1000.8%FinanceQCOMQUALCOMM$3,934,518$954,127 ▲32.0%24,7050.8%Computer and TechnologyOVVOvintiv$3,931,706$3,931,706 ▲New Holding103,3300.8%EnergyORCLOracle$3,923,971$1,681,046 ▼-30.0%17,9480.8%Computer and TechnologyFEFirstEnergy$3,921,123$411,377 ▲11.7%97,3950.8%UtilitiesAERAercap$3,921,021$3,603,951 ▲1,136.6%33,5130.8%TransportationMETMetLife$3,920,555$3,920,555 ▲New Holding48,7510.8%FinanceLINDE PLC$3,919,530$1,400,033 ▲55.6%8,3540.8%SHSCHKChesapeake Energy$3,918,659$3,918,659 ▲New Holding33,5100.8%EnergyMCDMcDonald's$3,918,000$589,015 ▲17.7%13,4100.8%Retail/WholesaleNRGNRG Energy$3,917,510$3,917,510 ▲New Holding24,3960.8%UtilitiesBBWIBath & Body Works$3,917,360$435,439 ▲12.5%130,7530.8%Retail/WholesaleDLTRDollar Tree$3,917,131$3,917,131 ▲New Holding39,5510.8%Retail/WholesaleAVGOBroadcom$3,916,986$1,333,319 ▲51.6%14,2100.8%Computer and TechnologyCCJCameco$3,916,969$2,081,558 ▲113.4%52,7680.8%Basic MaterialsFIFiserv$3,916,293$3,916,293 ▲New Holding22,7150.8%Business ServicesAPHAmphenol$3,914,746$3,914,746 ▲New Holding39,6430.8%Computer and TechnologyOTISOtis Worldwide$3,913,964$456,086 ▲13.2%39,5270.8%IndustrialsROSTRoss Stores$3,898,334$3,898,334 ▲New Holding30,5560.8%Retail/WholesaleADBEAdobe$3,883,115$3,883,115 ▲New Holding10,0370.8%Computer and TechnologyAMATApplied Materials$3,855,820$717,817 ▼-15.7%21,0620.8%Computer and TechnologyDISWalt Disney$3,838,854$696,440 ▼-15.4%30,9560.8%Consumer DiscretionarySSentinelOne$3,812,952$3,812,952 ▲New Holding208,5860.8%Computer and TechnologyCTVACorteva$3,751,020$3,751,020 ▲New Holding50,3290.8%Consumer StaplesCSXCSX$3,702,493$243,518 ▼-6.2%113,4690.8%TransportationCOSTCostco Wholesale$3,680,597$1,987,800 ▲117.4%3,7180.8%Retail/WholesaleCNCCentene$3,664,063$423,547 ▲13.1%67,5030.8%MedicalAMPAmeriprise Financial$3,608,015$3,608,015 ▲New Holding6,7600.7%FinanceWMWaste Management$3,553,346$3,553,346 ▲New Holding15,5290.7%Business ServicesGMGeneral Motors$3,520,680$2,210,070 ▲168.6%71,5440.7%Auto/Tires/TrucksSTXSeagate Technology$3,405,755$3,405,755 ▲New Holding23,5970.7%Computer and TechnologyRYRoyal Bank Of Canada$3,392,280$2,892,258 ▲578.4%25,7870.7%FinanceHASHasbro$3,379,037$2,970,296 ▲726.7%45,7740.7%Consumer DiscretionaryTTTrane Technologies$3,228,086$3,228,086 ▲New Holding7,3800.7%ConstructionCARRCarrier Global$3,177,251$3,177,251 ▲New Holding43,4110.7%ConstructionWDCWestern Digital$3,133,334$1,846,239 ▲143.4%48,9660.6%Computer and TechnologyDINOHF Sinclair$3,065,061$3,065,061 ▲New Holding74,6120.6%EnergyTSCOTractor Supply$3,027,046$3,027,046 ▲New Holding57,3630.6%Retail/WholesaleKRKroger$3,020,694$2,307,483 ▲323.5%42,1120.6%Retail/WholesaleHUBSHubSpot$2,892,806$2,892,806 ▲New Holding5,1970.6%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$2,848,036$2,848,036 ▲New Holding97,2690.6%FinanceORIOld Republic International$2,828,223$234,253 ▲9.0%73,5750.6%FinanceAMEAMETEK$2,781,536$2,781,536 ▲New Holding15,3710.6%Computer and TechnologyTSNTyson Foods$2,743,689$2,743,689 ▲New Holding49,0470.6%Consumer StaplesMGMMGM Resorts International$2,732,767$2,732,767 ▲New Holding79,4640.6%Consumer DiscretionaryABTAbbott Laboratories$2,715,440$2,715,440 ▲New Holding19,9650.6%MedicalRGAReinsurance Group of America$2,639,973$2,344,615 ▲793.8%13,3090.5%FinanceGFSGlobalFoundries$2,590,495$2,590,495 ▲New Holding67,8140.5%Computer and TechnologyRMDResMed$2,514,210$2,514,210 ▲New Holding9,7450.5%MedicalSSBSouthState$2,511,315$2,207,616 ▲726.9%27,2880.5%FinanceEGOEldorado Gold$2,458,699$2,458,699 ▲New Holding120,8800.5%Basic MaterialsLABCORP HOLDINGS INC$2,440,293$2,440,293 ▲New Holding9,2960.5%ATTEKTetra Tech$2,380,336$2,380,336 ▲New Holding66,1940.5%IndustrialsROCKET LAB CORP$2,186,227$2,186,227 ▲New Holding61,1190.5%ATFCTruist Financial$2,168,287$2,168,287 ▲New Holding50,4370.4%FinanceMOSMosaic$2,164,395$2,647,682 ▼-55.0%59,3310.4%Basic MaterialsRJFRaymond James Financial$2,156,842$402,750 ▲23.0%14,0630.4%FinanceAXSAxis Capital$2,133,916$2,133,916 ▲New Holding20,5540.4%FinanceNVDANVIDIA$2,121,964$2,121,964 ▲New Holding13,4310.4%Computer and TechnologyCNPCenterPoint Energy$2,119,898$2,119,898 ▲New Holding57,7000.4%UtilitiesBWABorgWarner$2,117,309$2,117,309 ▲New Holding63,2410.4%Auto/Tires/TrucksPCGPacific Gas & Electric$2,115,437$2,115,437 ▲New Holding151,7530.4%UtilitiesCEGConstellation Energy$2,064,050$2,064,050 ▲New Holding6,3950.4%EnergyShowing 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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