Filing analysis
Ensign Peak Advisors, Inc
13F-HR · period Q2 2026 · filed Aug 14, 2026
$60.82BReported 13F value
1,724Positions
+55New
521Increased
749Reduced
−38Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| XOM Exxonmobil Holdings… | $577.28M | 0.9% |
| HONA Honeywell Aerospace Inc | $70.60M | 0.1% |
| AESI Atlas Energy Solutions Inc. | $41.67M | 0.1% |
| GMRS | $19.63M | 0.0% |
| GBDC Golub Capital BDC, Inc. | $16.61M | 0.0% |
| MSDL | $11.31M | 0.0% |
| FPS Forgent Power Solutions, Inc. | $6.24M | 0.0% |
| FRVO Fervo Energy Company | $5.85M | 0.0% |
| AMLX Amylyx Pharmaceuticals, Inc. | $5.49M | 0.0% |
| COAG | $4.24M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +0.1% | $1.31B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +102.4% | $823.44M |
| AAPL Apple Inc. | ▲ Add | +0.8% | $3.42B |
| GOOGL Alphabet Inc. | ▼ Trim | -1.1% | $2.18B |
| NVDA NVIDIA Corporation | ▼ Trim | -4.8% | $4.39B |
| LRCX Lam Research Corporation | ▲ Add | +37.7% | $485.96M |
| AVGO Broadcom Inc. | ▲ Add | +0.3% | $1.63B |
| INTC Intel Corp. | ▲ Add | +40.7% | $381.36M |
| LLY Eli Lilly and Company | ▲ Add | +5.5% | $1.07B |
| AMAT Applied Materials, Inc. | ▼ Trim | -17.0% | $672.49M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.