Clearbridge Investments, LLC
Sector Allocation
- Technology36.2%$43.7B
- Financials11.4%$13.8B
- Healthcare9.6%$11.6B
- Industrials9.0%$10.9B
- Energy8.0%$9.7B
- Consumer Discretionary7.7%$9.4B
- Utilities5.1%$6.2B
- Materials4.7%$5.7B
- Consumer Staples3.2%$3.9B
- Communication Services3.0%$3.6B
AUM History
13fpro.ai/research/fund/clearbridge-investments-llc-1348883
Conviction and streaks
Stable · top 10 = 25.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$6.5BGOOGL
$4.1BAAPL
$4.1BAMZN
$2.9BAVGO
$2.8BTSM
$2.3BMSFT
$2.3BV
$2.2BMETA
$2.1BWMB
$1.8BASML
$1.8BPANW
$1.4BJPM
$1.4BJNJ
$1.4BLIN
$1.3BTXN
$1.3BVRTX
$1.2BXOM.R34088
$1.2BNFLX
$1.1BETN
$1.1B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/clearbridge-investments-llc-1348883
Clearbridge Investments, LLC 13F holdings — Q2 2026
$120.9B portfolio (+5.2% QoQ) · 699 holdings · Q2 2026 13F · top 10 are 26% of the stock portfolio
$6.5B
5.4% of stocks
+0.9%This quarter-4.1%Since filed8+ qtrsHeld$4.1B
3.4% of stocks
+10%This quarter-8.7%Since filed8+ qtrsHeld$4.1B
3.4% of stocks
+8%This quarter+12.7%Since filed8+ qtrsHeld$2.9B
2.4% of stocks
-16%This quarter-6.0%Since filed8+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$2.8B
2.3% of stocks
-11%This quarter-21.2%Since filed8+ qtrsHeld$2.3B
1.9% of stocks
+3%This quarter-1.4%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$2.3B
1.9% of stocks
-33%This quarter+7.2%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$2.2B
1.8% of stocks
-0.1%This quarter+10.6%Since filed8+ qtrsHeld$2.1B
1.8% of stocks
-20%This quarter+6.0%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$1.8B
1.5% of stocks
+4%This quarter-1.8%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
All holdings — Clearbridge Investments, LLC (Q2 2026)
699 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ASML HOLDING NV | Technology | $1.8B | 1.5% | 895K | -3% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Palo Alto Networks Inc | Technology | $1.4B | 1.2% | 4.16M | -15% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $1.4B | 1.1% | 4.17M | -3% | 8+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JOHNSON & JOHNSON | Healthcare | $1.4B | 1.1% | 5.34M | -5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LINDE PLC | Materials | $1.3B | 1.1% | 2.48M | -7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | TEXAS INSTRUMENTS INC | Technology | $1.3B | 1.0% | 4.21M | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.2B | 1.0% | 2.34M | -13% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $1.2B | 1.0% | 8.48M | +23% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NETFLIX INC | Communication Services | $1.1B | 0.9% | 16.01M | -18% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Eaton Corp plc | Industrials | $1.1B | 0.9% | 2.65M | -16% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | W.W. GRAINGER, INC. | Consumer Discretionary | $1.0B | 0.8% | 754K | -11% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Arista Networks, Inc. | Technology | $1.0B | 0.8% | 6.01M | +35% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASTRAZENECA PLC | Healthcare | $952.2M | 0.8% | 5.02M | -3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TRAVELERS COMPANIES, INC. | Financials | $928.3M | 0.8% | 2.81M | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | RTX Corp | Industrials | $884.9M | 0.7% | 4.66M | -15% | 8+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVS | CVS HEALTH Corp | Healthcare | $883.1M | 0.7% | 8.54M | -3% | |||
| 27 | $TSLA | Tesla, Inc. | Consumer Discretionary | $862.8M | 0.7% | 2.05M | +21% | |||
| 28 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $847.8M | 0.7% | 1.69M | +5% | |||
| 29 | $UNP | UNION PACIFIC CORP | Industrials | $817.2M | 0.7% | 3.00M | -2% | |||
| 30 | $ETR | ENTERGY CORP /DE/ | Utilities | $802.2M | 0.7% | 6.98M | +2% | |||
| 31 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $784.3M | 0.7% | 4.71M | -27% | |||
| 32 | $SHW | SHERWIN WILLIAMS CO | Materials | $747.5M | 0.6% | 2.17M | -7% | |||
| 33 | $APD | Air Products & Chemicals, Inc. | Materials | $744.0M | 0.6% | 2.54M | -3% | |||
| 34 | $TEL | TE Connectivity plc | Technology | $738.7M | 0.6% | 3.66M | -13% | |||
| 35 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $712.7M | 0.6% | 4.70M | -12% | |||
| 36 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $711.2M | 0.6% | 5.96M | +14% | |||
| 37 | $ABNB | Airbnb, Inc. | Technology | $704.9M | 0.6% | 4.93M | -12% | |||
| 38 | $BX | Blackstone Inc. | Financials | $695.7M | 0.6% | 5.91M | +93% | |||
| 39 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $684.0M | 0.6% | 12.00M | -7% | |||
| 40 | $VMC | Vulcan Materials CO | Materials | $678.3M | 0.6% | 2.30M | -1% | |||
| 41 | $KO | COCA COLA CO | Consumer Staples | $678.0M | 0.6% | 8.34M | +2% | |||
| 42 | $TRP | TC ENERGY CORP | Energy | $625.0M | 0.5% | 9.43M | +5% | |||
| 43 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $620.2M | 0.5% | 813K | -17% | |||
| 44 | $VRT | Vertiv Holdings Co | Technology | $619.9M | 0.5% | 1.85M | -29% | |||
| 45 | $ORCL | ORACLE CORP | Technology | $617.7M | 0.5% | 4.21M | -0.1% | |||
| 46 | $PBA | PEMBINA PIPELINE CORP | Energy | $615.8M | 0.5% | 13.32M | +58% | |||
| 47 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $612.2M | 0.5% | 3.74M | +2% | |||
| 48 | $APO | Apollo Global Management, Inc. | Financials | $609.9M | 0.5% | 5.16M | -0.5% | |||
| 49 | $PSA | Public Storage | Real Estate | $594.1M | 0.5% | 1.87M | -0.5% | |||
| 50 | $LLY | ELI LILLY & Co | Healthcare | $580.0M | 0.5% | 484K | +4% | |||
| 51 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $577.6M | 0.5% | 3.94M | -11% | |||
| 52 | $JCI | Johnson Controls International plc | Industrials | $572.8M | 0.5% | 3.92M | -8% | |||
| 53 | $WM | WASTE MANAGEMENT INC | Utilities | $542.3M | 0.5% | 2.43M | -2% | |||
| 54 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $538.8M | 0.5% | 1.85M | -33% | |||
| 55 | $MNST | Monster Beverage Corp | Consumer Staples | $535.3M | 0.4% | 5.57M | -6% | |||
| 56 | $OTIS | Otis Worldwide Corp | Industrials | $534.2M | 0.4% | 7.46M | +177% | |||
| 57 | $SRE | SEMPRA | Utilities | $518.8M | 0.4% | 5.60M | -3% | |||
| 58 | $MU | MICRON TECHNOLOGY INC | Technology | $494.4M | 0.4% | 428K | -12% | |||
| 59 | $FCX | FREEPORT-MCMORAN INC | Materials | $489.4M | 0.4% | 7.78M | -30% | |||
| 60 | $BDX | BECTON DICKINSON & CO | Healthcare | $489.2M | 0.4% | 3.23M | -22% | |||
| 61 | $XPO | XPO, Inc. | Industrials | $486.7M | 0.4% | 2.37M | -14% | |||
| 62 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $483.7M | 0.4% | 2.16M | -10% | |||
| 63 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $483.4M | 0.4% | 1.22M | -11% | |||
| 64 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $477.8M | 0.4% | 1.94M | -2% | |||
| 65 | $MET | METLIFE INC | Financials | $477.3M | 0.4% | 5.64M | +10% | |||
| 66 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $475.4M | 0.4% | 2.37M | +0.7% | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $456.0M | 0.4% | 1.29M | -5% | |||
| 68 | $TMUS | T-Mobile US, Inc. | Communication Services | $441.5M | 0.4% | 2.63M | -17% | |||
| 69 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $440.1M | 0.4% | 758K | New | |||
| 70 | $CCZ | COMCAST CORP | Communication Services | $422.7M | 0.3% | 17.22M | +2% | |||
| 71 | $OKE | ONEOK INC /NEW/ | Energy | $410.0M | 0.3% | 4.72M | -4% | |||
| 72 | $UBER | Uber Technologies, Inc | Technology | $393.3M | 0.3% | 5.45M | -8% | |||
| 73 | $BEPC | Brookfield Renewable Corp | Utilities | $383.9M | 0.3% | 10.34M | +6% | |||
| 74 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | Healthcare | $379.1M | 0.3% | 1.26M | -7% | |||
| 75 | $SYK | STRYKER CORP | Healthcare | $372.6M | 0.3% | 1.18M | -30% | |||
| 76 | $PFGC | Performance Food Group Co | Consumer Staples | $370.7M | 0.3% | 3.32M | -11% | |||
| 77 | $VST | Vistra Corp. | Utilities | $366.9M | 0.3% | 2.31M | -6% | |||
| 78 | $SNPS | SYNOPSYS INC | Technology | $365.4M | 0.3% | 819K | -14% | |||
| 79 | $ENB | ENBRIDGE INC | Energy | $363.5M | 0.3% | 6.71M | -22% | |||
| 80 | $DIS | Walt Disney Co | Communication Services | $348.5M | 0.3% | 3.62M | -19% | |||
| 81 | $SHOP | SHOPIFY INC. | Technology | $340.8M | 0.3% | 2.98M | -2% | |||
| 82 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $340.5M | 0.3% | 10.01M | -14% | |||
| 83 | $CLH | CLEAN HARBORS INC | Utilities | $336.6M | 0.3% | 1.13M | -6% | |||
| 84 | $PCG | PG&E Corp | Utilities | $336.0M | 0.3% | 19.98M | -23% | |||
| 85 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $329.8M | 0.3% | 6.36M | +6% | |||
| 86 | $CVX | CHEVRON CORP | Energy | $327.8M | 0.3% | 1.98M | -14% | |||
| 87 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $322.9M | 0.3% | 977K | -15% | |||
| 88 | $OGE | OGE ENERGY CORP. | Utilities | $320.7M | 0.3% | 6.59M | +7% | |||
| 89 | $APP | AppLovin Corp | Technology | $314.7M | 0.3% | 611K | -14% | |||
| 90 | $NOW | ServiceNow, Inc. | Technology | $314.3M | 0.3% | 3.17M | -10% | |||
| 91 | $WMT | Walmart Inc. | Consumer Staples | $314.3M | 0.3% | 2.78M | -2% | |||
| 92 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $312.8M | 0.3% | 753K | -39% | |||
| 93 | $SOBO | South Bow Corp | Energy | $312.1M | 0.3% | 8.86M | +2% | |||
| 94 | $SNOW | Snowflake Inc. | Technology | $310.8M | 0.3% | 1.22M | +18% | |||
| 95 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $306.0M | 0.3% | 1.41M | -1% | |||
| 96 | $HLN | Haleon plc | Consumer Staples | $301.8M | 0.3% | 32.34M | +2% | |||
| 97 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $297.3M | 0.3% | 1.74M | New | |||
| 98 | $DDOG | Datadog, Inc. | Technology | $295.7M | 0.2% | 1.14M | -28% | |||
| 99 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $285.7M | 0.2% | 1.28M | -54% | |||
| 100 | $HONA | Honeywell Aerospace Inc. | Industrials | $285.3M | 0.2% | 1.29M | New | |||
| 101 | $KMI | KINDER MORGAN, INC. | Energy | $284.3M | 0.2% | 8.89M | -1% | |||
| 102 | $FANG | Diamondback Energy, Inc. | Energy | $281.2M | 0.2% | 1.60M | +434% | |||
| 103 | $NTRA | Natera, Inc. | Healthcare | $276.4M | 0.2% | 1.02M | +14% | |||
| 104 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $275.7M | 0.2% | 347K | -32% | |||
| 105 | $CEG | Constellation Energy Corp | Utilities | $273.2M | 0.2% | 1.10M | +23% | |||
| 106 | $EQT | EQT Corp | Energy | $271.7M | 0.2% | 5.11M | +10% | |||
| 107 | $LSCC | LATTICE SEMICONDUCTOR CORP | Technology | $269.8M | 0.2% | 1.76M | -9% | |||
| 108 | $ADSK | Autodesk, Inc. | Technology | $266.8M | 0.2% | 1.37M | -8% | |||
| 109 | $STX | Seagate Technology Holdings plc | Technology | $263.2M | 0.2% | 273K | +8510% | |||
| 110 | $TKO | TKO Group Holdings, Inc. | Communication Services | $260.3M | 0.2% | 1.29M | +0.5% | |||
| 111 | $RY | ROYAL BANK OF CANADA | Financials | $259.8M | 0.2% | 1.26M | -9% | |||
| 112 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $257.4M | 0.2% | 2.97M | +4% | |||
| 113 | $ET | Energy Transfer LP | Energy | $254.4M | 0.2% | 13.31M | +2% | |||
| 114 | $HOOD | Robinhood Markets, Inc. | Financials | $253.0M | 0.2% | 2.52M | +15% | |||
| 115 | $AXON | AXON ENTERPRISE, INC. | Industrials | $249.5M | 0.2% | 445K | +20% | |||
| 116 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $248.9M | 0.2% | 2.13M | -2% | |||
| 117 | $UL | UNILEVER PLC | Consumer Staples | $248.6M | 0.2% | 4.14M | -27% | |||
| 118 | $NEE | NEXTERA ENERGY INC | Utilities | $246.6M | 0.2% | 2.81M | -24% | |||
| 119 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $245.2M | 0.2% | 2.69M | -21% | |||
| 120 | $INTC | INTEL CORP | Technology | $240.8M | 0.2% | 1.72M | -28% | |||
| 121 | $GXO | GXO Logistics, Inc. | Industrials | $239.4M | 0.2% | 4.72M | -0.1% | |||
| 122 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $239.0M | 0.2% | 478K | -12% | |||
| 123 | $ARGX | ARGENX SE | Healthcare | $235.4M | 0.2% | 254K | +10% | |||
| 124 | $DTM | DT Midstream, Inc. | Energy | $234.2M | 0.2% | 1.60M | +556% | |||
| 125 | $COP | CONOCOPHILLIPS | Energy | $233.0M | 0.2% | 2.24M | +8% | |||
| 126 | $TRGP | Targa Resources Corp. | Energy | $232.8M | 0.2% | 868K | -2% | |||
| 127 | $ICE | Intercontinental Exchange, Inc. | Financials | $231.9M | 0.2% | 1.88M | -4% | |||
| 128 | $SPOT | Spotify Technology S.A. | Communication Services | $230.0M | 0.2% | 501K | +4% | |||
| 129 | $HWM | Howmet Aerospace Inc. | Materials | $229.7M | 0.2% | 854K | -3% | |||
| 130 | $GOOG | Alphabet Inc. | Technology | $225.8M | 0.2% | 639K | -15% | |||
| 131 | $NET | Cloudflare, Inc. | Technology | $223.8M | 0.2% | 913K | +7516% | |||
| 132 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $219.0M | 0.2% | 5.13M | +125% | |||
| 133 | $CNP | CENTERPOINT ENERGY INC | Utilities | $216.3M | 0.2% | 4.91M | +0.4% | |||
| 134 | $CRDO | Credo Technology Group Holding Ltd | Technology | $214.0M | 0.2% | 787K | +12% | |||
| 135 | $TD | TORONTO DOMINION BANK | Financials | $210.7M | 0.2% | 1.75M | -5% | |||
| 136 | $EIX | EDISON INTERNATIONAL | Utilities | $209.1M | 0.2% | 2.81M | +33% | |||
| 137 | $SCHW | SCHWAB CHARLES CORP | Financials | $208.7M | 0.2% | 2.26M | -43% | |||
| 138 | $RBC | RBC Bearings INC | Industrials | $207.3M | 0.2% | 322K | -13% | |||
| 139 | $ALGM | ALLEGRO MICROSYSTEMS, INC. | Technology | $205.1M | 0.2% | 2.95M | +3% | |||
| 140 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $202.5M | 0.2% | 1.98M | -1% | |||
| 141 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $202.5M | 0.2% | 5.51M | -5% | |||
| 142 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $202.5M | 0.2% | 1.15M | +2% | |||
| 143 | $PODD | INSULET CORP | Healthcare | $200.9M | 0.2% | 1.32M | -0.1% | |||
| 144 | $TECK | TECK RESOURCES LTD | Materials | $199.8M | 0.2% | 3.36M | -0.8% | |||
| 145 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $199.8M | 0.2% | 380K | +23% | |||
| 146 | $NOK | NOKIA CORP | Technology | $197.6M | 0.2% | 14.88M | New | |||
| 147 | $EMR | EMERSON ELECTRIC CO | Industrials | $192.4M | 0.2% | 1.34M | -18% | |||
| 148 | $CWEN | Clearway Energy, Inc. | Utilities | $191.8M | 0.2% | 5.61M | +8% | |||
| 149 | $FWONA | Liberty Media Corp | Communication Services | $186.7M | 0.1% | 1.96M | +15% | |||
| 150 | $BA | BOEING CO | Industrials | $185.7M | 0.1% | 858K | -21% |
What changed in Q2 2026
Against the previous quarter's 13F: 50 new, 249 added to, 355 trimmed, 41 sold out. Share-count changes; largest moves by dollar size first.
New positions (50)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$297.3Mfirst bought this quarter
$HONAHoneywell Aerospace Inc.$285.3M
first bought this quarter
$NOKNOKIA CORP$197.6M
first bought this quarter
$MTSIMACOM Technology Solutions Holdings, Inc.$167.8M
first bought this quarter
- iShares MSCI USA Momentum Factor ETF - MSCI USA MMENTM$165.7M
first bought this quarter
$LITELumentum Holdings Inc.$156.3M
first bought this quarter
+44 more in the Excel export
Added to (249)
now $4.1B · held 8+ qtrs, 2 adds in a row
$OTISOtis Worldwide Corp+177%
now $534.2M · held 8+ qtrs, 2 adds in a row
$BXBlackstone Inc.+93%
now $695.7M · held 8+ qtrs, 2 adds in a row
now $4.1B · held 8+ qtrs
$ANETArista Networks, Inc.+35%
now $1.0B · held 3 qtrs, 3 adds in a row
$STXSeagate Technology Holdings plc+8510%
now $263.2M · held 8+ qtrs
+243 more in the Excel export
Trimmed (355)
now $2.3B · held 8+ qtrs, 3 trims in a row
now $2.9B · held 8+ qtrs, 3 trims in a row
now $2.1B · held 8+ qtrs, 4 trims in a row
now $2.8B · held 8+ qtrs, 4 trims in a row
$BEBloom Energy Corp-80%
now $81.7M
$HONHONEYWELL INTERNATIONAL INC-54%
now $285.7M · held 8+ qtrs
+349 more in the Excel export
Holdings by quarter
Every 13F Clearbridge Investments, LLC has filed, 37 earlier quarters. Pick one to see what it held then.
Is it too late to follow Clearbridge Investments?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Clearbridge Investments's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 26% over the last 4
Top 10 weight
26%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Clearbridge Investments, LLC disclosed 699 positions worth $120.9B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.4% of the equity portfolio, followed by $GOOGL and $AAPL. During the quarter the fund opened 50 new positions and exited 41 — including a new stake in $SPCX and a full exit from $MTG. The portfolio is most concentrated in Technology (36.2% of disclosed assets). All figures are sourced directly from Clearbridge Investments, LLC’s Form 13F-HR filing with the SEC under CIK 1348883.
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