Institutional Investor · CIK 0001015308
WEDGE CAPITAL MANAGEMENT L L P/NC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
529
Total Value
$6.90B
Total Shares
83.72M
Latest Filing
Jul 10, 2026
CIK
0001015308
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 359,277 | $108.40M | 0.0275% | SH | — | View |
KLA Corporation(KLAC) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 359,277 | $108.40M | 0.0275% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 139,749 | $101.04M | 0.0176% | SH | — | View |
Applied Materials, Inc.(4336.HK) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 139,749 | $101.04M | 0.0176% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 220,495 | $95.55M | 0.0170% | SH | — | View |
Lam Research Corporation(LRCX) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 220,495 | $95.55M | 0.0176% | SH | — | View |
Amphenol Corporation(APH) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 528,324 | $93.15M | 0.0428% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 233,449 | $83.43M | 0.0019% | SH | — | View |
Dell Technologies Inc.(12DA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 192,093 | $82.88M | 0.0289% | SH | — | View |
Dell Technologies Inc.(DELL) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 192,093 | $82.88M | 0.0289% | SH | — | View |
Dropbox, Inc.(DBX) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 3,005,173 | $82.55M | 1.1807% | SH | — | View |
Clear Secure, Inc.(YOU) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 1,481,104 | $82.54M | 1.4721% | SH | — | View |
Arista Networks, Inc.(ANET) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 485,198 | $82.43M | 0.0385% | SH | — | View |
Jabil Inc.(JBL) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 212,241 | $81.81M | 0.2025% | SH | — | View |
| Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 230,131 | $80.56M | 0.1347% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 105,608 | $80.03M | 0.2859% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 266,012 | $79.29M | 0.0291% | SH | — | View | |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 266,012 | $79.29M | 0.0291% | SH | — | View |
TD Synnex Corp(SNX) | Technology | Technology Distributors | 2026-06-30 | 2026-07-10 | 291,043 | $77.81M | 0.3640% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-10 | 1,250,235 | $77.58M | 0.5328% | SH | — | View | |
Lockheed Martin Corporation(LMT.SW) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 148,418 | $75.61M | 0.0643% | SH | — | View |
iShares Digital Security UCITS…(L0CK.DE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 148,418 | $75.61M | 0.0987% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 201,880 | $75.31M | 0.0027% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 77,655 | $74.94M | 0.0346% | SH | — | View | |
Corpay, Inc.(CPAY) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 222,662 | $74.21M | 0.3407% | SH | — | View |
Fabrinet(FN) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 128,795 | $72.39M | 0.3595% | SH | — | View |
| Technology | Technology Distributors | 2026-06-30 | 2026-07-10 | 338,823 | $72.31M | 0.6626% | SH | — | View | |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 611,892 | $71.87M | 0.0155% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-10 | 611,892 | $71.87M | 0.0155% | SH | — | View |
Nextpower Inc.(NXT) | Technology | Solar | 2026-06-30 | 2026-07-10 | 600,671 | $71.56M | 0.3961% | SH | — | View |
NetApp, Inc.(NTA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 457,445 | $70.79M | 0.2331% | SH | — | View |
Autodesk, Inc.(ADSK) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 353,982 | $68.82M | 0.1676% | SH | — | View |
| Consumer Cyclical | Leisure | 2026-06-30 | 2026-07-10 | 1,058,320 | $43.22M | 0.4736% | SH | — | View | |
Royalty Pharma plc(RPRX) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-10 | 770,422 | $43.20M | 0.1738% | SH | — | View |
| Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-10 | 1,452,363 | $41.49M | 0.1060% | SH | — | View | |
DaVita Inc.(DVA) | Healthcare | Medical - Care Facilities | 2026-06-30 | 2026-07-10 | 186,227 | $41.43M | 0.2901% | SH | — | View |
| Healthcare | Medical - Care Facilities | 2026-06-30 | 2026-07-10 | 221,453 | $41.43M | 0.2750% | SH | — | View | |
Expedia Group Inc. R(E3X1.DE) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-10 | 156,440 | $40.03M | 0.1303% | SH | — | View |
| Financial Services | Insurance - Reinsurance | 2026-06-30 | 2026-07-10 | 179,440 | $38.16M | 0.2739% | SH | — | View | |
Ally Financial Inc.(ALLY) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 820,960 | $37.72M | 0.2699% | SH | — | View |
Synchrony Financial(SYF) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 495,316 | $37.67M | 0.1522% | SH | — | View |
| Consumer Cyclical | Apparel - Manufacturers | 2026-06-30 | 2026-07-10 | 93,552 | $37.55M | 0.1534% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 347,146 | $37.42M | 0.1621% | SH | — | View | |
Victoria's Secret & Co.(VSCO) | Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-10 | 446,744 | $37.29M | 0.5625% | SH | — | View |
T. Rowe Price Group,…(TR1.DU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 321,452 | $36.55M | 0.1500% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 2,485,793 | $36.42M | 0.4486% | SH | — | View | |
Tapestry, Inc.(TPR) | Consumer Cyclical | Luxury Goods | 2026-06-30 | 2026-07-10 | 248,661 | $36.40M | 0.1231% | SH | — | View |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-10 | 524,818 | $36.31M | 0.3596% | SH | — | View | |
Voya Financial, Inc.(VOYA) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 400,173 | $36.23M | 0.4414% | SH | — | View |
Murphy USA Inc.(MUSA) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 67,158 | $36.19M | 0.3636% | SH | — | View |
Citigroup Inc.(TRVC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-10 | 254,560 | $35.63M | 0.0148% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 254,560 | $35.63M | 0.0148% | SH | — | View | |
Tyson Foods, Inc.(TSN) | Consumer Defensive | Agricultural Farm Products | 2026-06-30 | 2026-07-10 | 621,639 | $35.59M | 0.1753% | SH | — | View |
Garmin Ltd.(GRMN) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-10 | 149,133 | $35.43M | 0.0773% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 208,736 | $35.40M | 0.0754% | SH | — | View | |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-10 | 325,257 | $35.10M | 0.0937% | SH | — | View | |
Fox Corporation(FOX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 748,224 | $35.05M | 0.1706% | SH | — | View |
Unum Group(UNM) | Financial Services | Insurance - Life | 2026-06-30 | 2026-07-10 | 390,340 | $34.90M | 0.2466% | SH | — | View |
Boot Barn Holdings, Inc.(BOOT) | Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-10 | 212,327 | $34.88M | 0.7011% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,048,237 | $34.87M | 0.2017% | SH | — | View | |
| Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 43,872 | $34.87M | 0.1186% | SH | — | View | |
AutoNation, Inc.(AN) | Consumer Cyclical | Auto - Dealerships | 2026-06-30 | 2026-07-10 | 186,969 | $34.74M | 0.5588% | SH | — | View |
AerCap Holdings N.V.(AER) | Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-10 | 237,880 | $34.68M | 0.1509% | SH | — | View |
Urban Outfitters, Inc.(URBN) | Consumer Cyclical | Apparel - Retail | 2026-06-30 | 2026-07-10 | 487,891 | $34.57M | 0.5697% | SH | — | View |
MetLife, Inc.(MET) | Financial Services | Insurance - Life | 2026-06-30 | 2026-07-10 | 408,166 | $34.53M | 0.0634% | SH | — | View |
Dillard's, Inc.(DDS) | Consumer Cyclical | Department Stores | 2026-06-30 | 2026-07-10 | 65,318 | $34.52M | 0.4183% | SH | — | View |
Hartford Insurance Group, Inc.(HFF.DE) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-10 | 259,897 | $34.44M | 0.0939% | SH | — | View |
Hasbro, Inc.(HAS) | Consumer Cyclical | Leisure | 2026-06-30 | 2026-07-10 | 414,717 | $34.25M | 0.2940% | SH | — | View |
Walt Disney Company(WDP.DE) | Technology | Media & Entertainment | 2026-06-30 | 2026-07-10 | 352,069 | $33.89M | 0.0203% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 73,833 | $33.87M | 0.0821% | SH | — | View | |
Ameriprise Financial, Inc.(A4S.DE) | Financial Services | Investment - Banking & Investment Services | 2026-06-30 | 2026-07-10 | 73,833 | $33.87M | 0.0810% | SH | — | View |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 134,579 | $33.87M | 0.0076% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 134,579 | $33.87M | 0.0076% | SH | — | View |
General Motors Company(8GM.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 438,424 | $33.79M | 0.0485% | SH | — | View |
| Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 438,424 | $33.79M | 0.0485% | SH | — | View | |
| Financial Services | Insurance - Specialty | 2026-06-30 | 2026-07-10 | 711,994 | $33.58M | 0.2645% | SH | — | View | |
The New York Times…(NYT) | Communication Services | Publishing | 2026-06-30 | 2026-07-10 | 478,416 | $33.48M | 0.2946% | SH | — | View |
| Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-10 | 139,784 | $33.21M | 0.0597% | SH | — | View | |
| Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 2,370,837 | $32.95M | 0.0595% | SH | — | View | |
Oscar Health, Inc.(OSCR) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 1,152,002 | $32.86M | 0.4443% | SH | — | View |
| Consumer Cyclical | Gambling, Resorts & Casinos | 2026-06-30 | 2026-07-10 | 710,484 | $32.82M | 0.1097% | SH | — | View | |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 32,224 | $32.59M | 0.0109% | SH | — | View |
Revvity, Inc.(RVTY) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 292,493 | $32.54M | 0.2622% | SH | — | View |
PerkinElmer, Inc.(PKI) | Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 292,493 | $32.54M | 0.2332% | SH | — | View |
Invesco Ltd.(IVZ) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,208,058 | $31.88M | 0.2725% | SH | — | View |
| Financial Services | Insurance - Life | 2026-06-30 | 2026-07-10 | 310,357 | $31.78M | 0.4450% | SH | — | View | |
Gildan Activewear Inc.(GIL.TO) | Consumer Cyclical | Apparel - Manufacturers | 2026-06-30 | 2026-07-10 | 613,324 | $31.65M | 0.3312% | SH | — | View |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 403,824 | $31.61M | 0.3405% | SH | — | View | |
HCA Healthcare, Inc.(HCA) | Healthcare | Medical - Care Facilities | 2026-06-30 | 2026-07-10 | 81,008 | $31.58M | 0.0374% | SH | — | View |
Centene Corp.(CNC) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 487,090 | $31.27M | 0.0986% | SH | — | View |
CVS Health Corporation(CVS.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 301,882 | $31.23M | 0.0237% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-07-10 | 109,674 | $30.71M | 0.1337% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 528,057 | $30.43M | 0.0259% | SH | — | View | |
Bristol-Myers Squibb Company(BMY.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-10 | 528,057 | $30.43M | 0.0318% | SH | — | View |
| Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-10 | 418,199 | $30.09M | 0.0250% | SH | — | View | |
Altria Group, Inc.(PHM7.DE) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-07-10 | 418,199 | $30.09M | 0.0250% | SH | — | View |
Cencora, Inc.(COR) | Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-10 | 105,614 | $29.89M | 0.0543% | SH | — | View |
| Healthcare | Medical - Distribution | 2026-06-30 | 2026-07-10 | 105,614 | $29.89M | 0.0526% | SH | — | View | |
| Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 47,775 | $29.79M | 0.0464% | SH | — | View | |
| Healthcare | Medical - Healthcare Information Services | 2026-06-30 | 2026-07-10 | 461,283 | $29.53M | 0.1021% | SH | — | View |
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