WEDGE CAPITAL MANAGEMENT L L P/NC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$5.6B
Holdings
511
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (511 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LRCXLam Research Corp New | 406,043 | $69.5B | 1248.10% | |
| 2 | CTSHCognizant Technology Solutions | 814,219 | $67.6B | 1213.51% | |
| 3 | SSNCSS&C Technologies Holdings Inc | 768,943 | $67.2B | 1207.05% | |
| 4 | CSCOCisco Systems Inc | 858,155 | $66.1B | 1186.99% | |
| 5 | GOOGLAlphabet Inc Cap Stock Cl A | 210,411 | $65.9B | 1182.59% | |
| 6 | KLACKLA-Tencor Corp | 52,865 | $64.2B | 1153.45% | |
| 7 | LDOSLeidos Holdings Inc | 355,824 | $64.2B | 1152.64% | |
| 8 | JBLJabil Inc | 278,765 | $63.6B | 1141.38% | |
| 9 | APHAmphenol Corp | 470,080 | $63.5B | 1140.72% | |
| 10 | MSFTMicrosoft Corp | 131,115 | $63.4B | 1138.61% | |
| 11 | METAMeta Platforms Inc | 94,915 | $62.7B | 1125.02% | |
| 12 | DBXDROPBOX INC | 2,245,390 | $62.4B | 1120.87% | |
| 13 | PAYXPaychex Inc | 553,795 | $62.1B | 1115.54% | |
| 14 | TELTE Connectivity PLC | 270,262 | $61.5B | 1104.10% | |
| 15 | CWCurtiss-Wright Corp | 111,530 | $61.5B | 1104.03% | |
| 16 | ZMZoom Video Communications Inc | 710,304 | $61.3B | 1100.60% | |
| 17 | KEYSKeysight Technologies Inc | 296,819 | $60.3B | 1082.97% | |
| 18 | INTUIntuit Inc | 91,038 | $60.3B | 1082.88% | |
| 19 | SUXTd Synnex Corporation | 400,083 | $60.1B | 1079.27% | |
| 20 | NTAPNetApp Inc | 540,220 | $57.9B | 1038.83% | |
| 21 | ADSKAutodesk Inc | 193,453 | $57.3B | 1028.27% | |
| 22 | ANETArista Networks Inc | 435,962 | $57.1B | 1025.76% | |
| 23 | IDIInterDigital Inc | 179,364 | $57.1B | 1025.42% | |
| 24 | STXSeagate Technology Hldngs PLC | 207,131 | $57.0B | 1024.27% | |
| 25 | NXTNextpower Inc | 639,680 | $55.7B | 1000.58% | |
| 26 | FNFabrinet | 120,698 | $55.0B | 986.74% | |
| 27 | CDNSCadence Design Systems Inc | 172,448 | $53.9B | 967.92% | |
| 28 | DELLDell Technologies Inc Cl C | 409,596 | $51.6B | 925.83% | |
| 29 | CCLCarnival Corp | 1,421,619 | $43.4B | 779.61% | |
| 30 | RPRXRoyalty Pharma Plc Class A | 1,039,968 | $40.2B | 721.57% | |
| 31 | ALLYAlly Financial Inc | 876,551 | $39.7B | 712.84% | |
| 32 | BYDBoyd Gaming Corp | 435,755 | $37.1B | 666.96% | |
| 33 | THCTenet Healthcare Corp New | 186,712 | $37.1B | 666.25% | |
| 34 | BKNGBooking Holdings Inc | 6,885 | $36.9B | 662.08% | |
| 35 | GILGildan Activewear Inc | 590,233 | $36.9B | 661.97% | |
| 36 | TRVCCitigroup Inc | 315,704 | $36.8B | 661.51% | |
| 37 | PG4Principal Financial Group Inc | 411,887 | $36.3B | 652.40% | |
| 38 | RFRegions Financial Corp | 1,331,714 | $36.1B | 648.04% | |
| 39 | CASYCaseys General Stores Inc | 64,832 | $35.8B | 643.44% | |
| 40 | SYFSynchrony Financial | 427,143 | $35.6B | 639.90% | |
| 41 | EXPEExpedia Group Inc | 124,395 | $35.2B | 632.83% | |
| 42 | DISThe Walt Disney Co | 307,511 | $35.0B | 628.21% | |
| 43 | HCAHCA Healthcare Inc | 74,855 | $34.9B | 627.51% | |
| 44 | TPRTapestry Inc | 272,262 | $34.8B | 624.64% | |
| 45 | WYNNWynn Resorts Ltd | 288,148 | $34.7B | 622.59% | |
| 46 | NYTNew York Times Co Cl A | 497,675 | $34.5B | 620.37% | |
| 47 | LTHLife Time Group Holdings Inc C | 1,295,970 | $34.4B | 618.54% | |
| 48 | STTState Street Corp | 265,481 | $34.2B | 615.00% | |
| 49 | GRMNGarmin Ltd | 167,990 | $34.1B | 611.89% | |
| 50 | GMGeneral Motors Co | 417,564 | $34.0B | 609.74% | |
| 51 | HIGHartford Insurance Group Inc C | 245,114 | $33.8B | 606.50% | |
| 52 | DDSDillard's Inc | 55,686 | $33.8B | 606.29% | |
| 53 | ZIONZions Bancorporation | 576,635 | $33.8B | 606.15% | |
| 54 | DVADaVita Inc | 296,916 | $33.7B | 605.71% | |
| 55 | HASHasbro Inc | 410,956 | $33.7B | 605.10% | |
| 56 | AERAerCap Holdings NV | 234,204 | $33.7B | 604.58% | |
| 57 | RLRalph Lauren Corp | 94,424 | $33.4B | 599.56% | |
| 58 | VTRSViatris Inc | 2,678,201 | $33.3B | 598.73% | |
| 59 | LVSLas Vegas Sands Corp | 511,817 | $33.3B | 598.21% | |
| 60 | VOYAVoya Financial Inc | 446,990 | $33.3B | 597.89% | |
| 61 | UNMUnum Group | 429,129 | $33.3B | 597.19% | |
| 62 | PRUPrudential Financial Inc | 294,606 | $33.3B | 597.15% | |
| 63 | IVZInvesco Ltd | 1,265,865 | $33.3B | 597.13% | |
| 64 | JXNJackson Financial Inc Cl A | 310,875 | $33.2B | 595.34% | |
| 65 | GSThe Goldman Sachs Group Inc | 37,701 | $33.1B | 595.07% | |
| 66 | VLYValley National Bancorp | 2,817,726 | $32.9B | 590.97% | |
| 67 | URBNUrban Outfitters Inc | 427,326 | $32.2B | 577.49% | |
| 68 | JAZZJazz Pharmaceuticals plc | 188,878 | $32.1B | 576.57% | |
| 69 | REGNRegeneron Pharmaceuticals | 41,302 | $31.9B | 572.44% | |
| 70 | UBERUber Technologies Inc | 387,223 | $31.6B | 568.13% | |
| 71 | ANAutoNation Inc | 152,589 | $31.5B | 565.74% | |
| 72 | BENFranklin Resources Inc | 1,307,273 | $31.2B | 560.79% | |
| 73 | METMetLife Inc | 395,044 | $31.2B | 559.96% | |
| 74 | BOOTBoot Barn Holdings Inc | 176,305 | $31.1B | 558.67% | |
| 75 | A4SAmeriprise Financial Inc | 63,294 | $31.0B | 557.29% | |
| 76 | FNFFidelity Natl Financial Inc | 565,292 | $30.9B | 554.13% | |
| 77 | TFXTeleflex Inc | 252,547 | $30.8B | 553.42% | |
| 78 | FDO.FMacy's Inc | 1,393,307 | $30.7B | 551.66% | |
| 79 | SLMSLM Corp | 1,129,053 | $30.6B | 548.61% | |
| 80 | BMYBristol-Myers Squibb Co | 563,410 | $30.4B | 545.70% | |
| 81 | CAHCardinal Health Inc | 146,058 | $30.0B | 538.95% | |
| 82 | UTHUnited Therapeutics Corp | 60,687 | $29.6B | 530.96% | |
| 83 | JNJJohnson & Johnson | 139,905 | $29.0B | 519.90% | |
| 84 | PFEPfizer Inc | 1,141,163 | $28.4B | 510.22% | |
| 85 | ABBVAbbVie Inc | 123,740 | $28.3B | 507.69% | |
| 86 | MOAltria Group Inc | 482,761 | $27.8B | 499.82% | |
| 87 | LHLabcorp Holdings Inc | 110,675 | $27.8B | 498.59% | |
| 88 | CVSCVS Health Corp | 347,804 | $27.6B | 495.62% | |
| 89 | GEHCGE Healthcare Technologies Inc | 336,308 | $27.6B | 495.30% | |
| 90 | ABGCencora Inc Com | 81,395 | $27.5B | 493.65% | |
| 91 | MCKMcKesson Corp | 33,384 | $27.4B | 491.73% | |
| 92 | GILDGilead Sciences Inc | 217,711 | $26.7B | 479.82% | |
| 93 | SOLVSolventum Corp | 330,518 | $26.2B | 470.29% | |
| 94 | SWXSouthwest Gas Hldgs Inc Com | 238,457 | $19.1B | 342.63% | |
| 95 | CSLCarlisle Cos Inc | 56,513 | $18.1B | 324.58% | |
| 96 | BACVerizon Communications Inc | 419,116 | $17.1B | 306.52% | |
| 97 | FEFirstEnergy Corp | 366,887 | $16.4B | 294.94% | |
| 98 | UGIUGI Corp | 437,229 | $16.4B | 293.86% | |
| 99 | DOVDover Corp | 83,782 | $16.4B | 293.72% | |
| 100 | TMUST-Mobile US Inc | 80,140 | $16.3B | 292.17% |
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