ClearBridge Investments
Active equity managersFiles as Clearbridge Investments, LLC (SEC CIK 1348883). Portfolio from its latest quarterly 13F-HR filing.
- $120.34B
- Tracked value
- 665
- Positions
- Q2 2026
- Portfolio as of
- Aug 13, 2026
- Filed
Holdings
Top 100 of 665 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 5.4% | ▲ 0.9% | 32,688,195 | $6.54B |
| 2 | GOOGLAlphabet Inc. | 3.4% | ▲ 9.9% | 11,527,990 | $4.12B |
| 3 | AAPLApple Inc. | 3.4% | ▲ 8.2% | 14,212,249 | $4.11B |
| 4 | AMZNAMAZON COM INC | 2.4% | ▼ 15.9% | 12,152,646 | $2.9B |
| 5 | AVGOBroadcom Inc. | 2.3% | ▼ 11.3% | 7,382,405 | $2.79B |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1.9% | ▲ 3.2% | 4,900,192 | $2.34B |
| 7 | MSFTMICROSOFT CORP | 1.9% | ▼ 33.1% | 6,205,738 | $2.31B |
| 8 | VVISA INC. | 1.8% | ▼ 0.1% | 6,456,710 | $2.22B |
| 9 | METAMeta Platforms, Inc. | 1.8% | ▼ 20.1% | 3,771,179 | $2.12B |
| 10 | WMBWILLIAMS COMPANIES, INC. | 1.5% | ▲ 4.2% | 24,212,067 | $1.8B |
| 11 | ASMLASML HOLDING NV | 1.5% | ▼ 3.1% | 895,430 | $1.78B |
| 12 | PANWPalo Alto Networks Inc | 1.2% | ▼ 15.4% | 4,155,088 | $1.42B |
| 13 | JPMJPMORGAN CHASE & CO | 1.1% | ▼ 3.3% | 4,174,142 | $1.37B |
| 14 | JNJJOHNSON & JOHNSON | 1.1% | ▼ 5.4% | 5,343,260 | $1.36B |
| 15 | LINLINDE PLC | 1.1% | ▼ 7.0% | 2,484,494 | $1.29B |
| 16 | TXNTEXAS INSTRUMENTS INC | 1.0% | ▼ 3.4% | 4,210,608 | $1.26B |
| 17 | VRTXVERTEX PHARMACEUTICALS INC / MA | 1.0% | ▼ 13.3% | 2,342,915 | $1.16B |
| 18 | XOMExxonMobil Holdings Corp | 1.0% | ▲ 22.8% | 8,482,267 | $1.16B |
| 19 | NFLXNETFLIX INC | 0.9% | ▼ 18.2% | 16,007,023 | $1.14B |
| 20 | ETNEaton Corp plc | 0.9% | ▼ 16.4% | 2,649,571 | $1.13B |
| 21 | GWWW.W. GRAINGER, INC. | 0.9% | ▼ 10.8% | 754,171 | $1.03B |
| 22 | ANETArista Networks, Inc. | 0.8% | ▲ 35.4% | 6,007,707 | $1.02B |
| 23 | AZNASTRAZENECA PLC | 0.8% | ▼ 2.7% | 5,021,518 | $952.18M |
| 24 | TRVTRAVELERS COMPANIES, INC. | 0.8% | ▲ 0.5% | 2,812,080 | $928.32M |
| 25 | RTXRTX Corp | 0.7% | ▼ 15.0% | 4,664,177 | $884.93M |
| 26 | CVSCVS HEALTH Corp | 0.7% | ▼ 2.7% | 8,536,952 | $883.12M |
| 27 | TSLATesla, Inc. | 0.7% | ▲ 20.7% | 2,051,446 | $862.84M |
| 28 | TMOTHERMO FISHER SCIENTIFIC INC. | 0.7% | ▲ 5.0% | 1,691,069 | $847.83M |
| 29 | UNPUNION PACIFIC CORP | 0.7% | ▼ 2.3% | 3,004,295 | $817.17M |
| 30 | ETRENTERGY CORP /DE/ | 0.7% | ▲ 1.7% | 6,983,959 | $802.18M |
| 31 | MRSHMARSH & MCLENNAN COMPANIES, INC. | 0.7% | ▼ 26.7% | 4,705,966 | $784.32M |
| 32 | SHWSHERWIN WILLIAMS CO | 0.6% | ▼ 7.3% | 2,170,897 | $747.48M |
| 33 | APDAir Products & Chemicals, Inc. | 0.6% | ▼ 2.8% | 2,537,859 | $744.02M |
| 34 | TELTE Connectivity plc | 0.6% | ▼ 12.7% | 3,663,899 | $738.68M |
| 35 | TJXTJX COMPANIES INC /DE/ | 0.6% | ▼ 12.0% | 4,704,369 | $712.71M |
| 36 | CNICANADIAN NATIONAL RAILWAY CO | 0.6% | ▲ 13.5% | 5,964,425 | $711.2M |
| 37 | ABNBAirbnb, Inc. | 0.6% | ▼ 12.4% | 4,926,192 | $704.94M |
| 38 | BXBlackstone Inc. | 0.6% | ▲ 93.4% | 5,912,077 | $695.67M |
| 39 | BACBANK OF AMERICA CORP /DE/ | 0.6% | ▼ 7.0% | 12,003,595 | $683.96M |
| 40 | VMCVulcan Materials CO | 0.6% | ▼ 1.2% | 2,299,084 | $678.25M |
| 41 | KOCOCA COLA CO | 0.6% | ▲ 1.6% | 8,342,124 | $677.96M |
| 42 | TRPTC ENERGY CORP | 0.5% | ▲ 5.4% | 9,428,111 | $624.99M |
| 43 | CRWDCrowdStrike Holdings, Inc. | 0.5% | ▼ 16.6% | 812,706 | $620.21M |
| 44 | VRTVertiv Holdings Co | 0.5% | ▼ 29.2% | 1,851,373 | $619.88M |
| 45 | ORCLORACLE CORP | 0.5% | ▼ 0.1% | 4,214,719 | $617.67M |
| 46 | PBAPEMBINA PIPELINE CORP | 0.5% | ▲ 57.7% | 13,315,671 | $615.85M |
| 47 | AMTAMERICAN TOWER CORP /MA/ | 0.5% | ▲ 1.6% | 3,742,617 | $612.18M |
| 48 | APOApollo Global Management, Inc. | 0.5% | ▼ 0.5% | 5,155,005 | $609.89M |
| 49 | PSAPublic Storage | 0.5% | ▼ 0.5% | 1,866,427 | $594.1M |
| 50 | LLYELI LILLY & Co | 0.5% | ▲ 3.6% | 483,528 | $579.96M |
| 51 | PGPROCTER & GAMBLE Co | 0.5% | ▼ 11.5% | 3,938,773 | $577.55M |
| 52 | JCIJohnson Controls International plc | 0.5% | ▼ 7.8% | 3,920,039 | $572.76M |
| 53 | WMWASTE MANAGEMENT INC | 0.5% | ▼ 1.7% | 2,433,136 | $542.3M |
| 54 | LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | 0.4% | ▼ 32.9% | 1,854,032 | $538.76M |
| 55 | MNSTMonster Beverage Corp | 0.4% | ▼ 5.5% | 5,568,869 | $535.28M |
| 56 | OTISOtis Worldwide Corp | 0.4% | ▲ 177% | 7,461,546 | $534.25M |
| 57 | SRESEMPRA | 0.4% | ▼ 3.1% | 5,596,056 | $518.81M |
| 58 | MUMICRON TECHNOLOGY INC | 0.4% | ▼ 12.0% | 428,314 | $494.4M |
| 59 | FCXFREEPORT-MCMORAN INC | 0.4% | ▼ 30.2% | 7,782,390 | $489.43M |
| 60 | BDXBECTON DICKINSON & CO | 0.4% | ▼ 21.9% | 3,232,819 | $489.22M |
| 61 | XPOXPO, Inc. | 0.4% | ▼ 14.5% | 2,371,002 | $486.74M |
| 62 | ADPAUTOMATIC DATA PROCESSING INC | 0.4% | ▼ 10.0% | 2,159,968 | $483.72M |
| 63 | ISRGINTUITIVE SURGICAL INC | 0.4% | ▼ 10.9% | 1,215,674 | $483.45M |
| 64 | PNCPNC FINANCIAL SERVICES GROUP, INC. | 0.4% | ▼ 2.4% | 1,940,468 | $477.78M |
| 65 | METMETLIFE INC | 0.4% | ▲ 9.5% | 5,641,529 | $477.32M |
| 66 | COFCAPITAL ONE FINANCIAL CORP | 0.4% | ▲ 0.7% | 2,369,725 | $475.41M |
| 67 | HDHOME DEPOT, INC. | 0.4% | ▼ 5.4% | 1,293,053 | $456.03M |
| 68 | TMUST-Mobile US, Inc. | 0.4% | ▼ 17.0% | 2,632,046 | $441.47M |
| 69 | AMDADVANCED MICRO DEVICES INC | 0.4% | ▲ 29,927% | 757,574 | $440.08M |
| 70 | CMCSACOMCAST CORP | 0.4% | ▲ 1.6% | 17,220,924 | $422.74M |
| 71 | OKEONEOK INC /NEW/ | 0.3% | ▼ 4.0% | 4,716,213 | $410.03M |
| 72 | UBERUber Technologies, Inc | 0.3% | ▼ 8.2% | 5,450,497 | $393.31M |
| 73 | BEPCBrookfield Renewable Corp | 0.3% | ▲ 6.4% | 10,341,055 | $383.86M |
| 74 | ALNYALNYLAM PHARMACEUTICALS, INC. | 0.3% | ▼ 7.1% | 1,259,483 | $379.14M |
| 75 | SYKSTRYKER CORP | 0.3% | ▼ 30.4% | 1,183,466 | $372.6M |
| 76 | PFGCPerformance Food Group Co | 0.3% | ▼ 10.6% | 3,316,236 | $370.72M |
| 77 | VSTVistra Corp. | 0.3% | ▼ 6.5% | 2,313,189 | $366.94M |
| 78 | SNPSSYNOPSYS INC | 0.3% | ▼ 14.2% | 819,127 | $365.39M |
| 79 | ENBENBRIDGE INC | 0.3% | ▼ 21.8% | 6,705,691 | $363.52M |
| 80 | DISWalt Disney Co | 0.3% | ▼ 18.7% | 3,620,805 | $348.5M |
| 81 | SHOPSHOPIFY INC. | 0.3% | ▼ 1.8% | 2,984,845 | $340.81M |
| 82 | CMGCHIPOTLE MEXICAN GRILL INC | 0.3% | ▼ 14.5% | 10,014,522 | $340.49M |
| 83 | CLHCLEAN HARBORS INC | 0.3% | ▼ 6.3% | 1,126,744 | $336.61M |
| 84 | PCGPG&E Corp | 0.3% | ▼ 23.1% | 19,975,228 | $335.98M |
| 85 | PORPORTLAND GENERAL ELECTRIC CO /OR/ | 0.3% | ▲ 6.1% | 6,363,146 | $329.8M |
| 86 | CVXCHEVRON CORP | 0.3% | ▼ 14.4% | 1,977,543 | $327.8M |
| 87 | HLTHilton Worldwide Holdings Inc. | 0.3% | ▼ 14.7% | 977,261 | $322.95M |
| 88 | OGEOGE ENERGY CORP. | 0.3% | ▲ 6.9% | 6,589,884 | $320.66M |
| 89 | APPAppLovin Corp | 0.3% | ▼ 13.8% | 610,724 | $314.66M |
| 90 | NOWServiceNow, Inc. | 0.3% | ▼ 9.6% | 3,166,037 | $314.32M |
| 91 | WMTWalmart Inc. | 0.3% | ▼ 1.9% | 2,775,100 | $314.31M |
| 92 | UNHUNITEDHEALTH GROUP INC | 0.3% | ▼ 38.8% | 752,620 | $312.81M |
| 93 | SOBOSouth Bow Corp | 0.3% | ▲ 2.1% | 8,855,108 | $312.05M |
| 94 | SNOWSnowflake Inc. | 0.3% | ▲ 18.0% | 1,221,293 | $310.82M |
| 95 | ODFLOLD DOMINION FREIGHT LINE, INC. | 0.3% | ▼ 1.1% | 1,412,841 | $306.02M |
| 96 | HLNHaleon plc | 0.3% | ▲ 2.0% | 32,342,126 | $301.75M |
| 97 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 0.2% | NEW | 1,739,766 | $297.26M |
| 98 | DDOGDatadog, Inc. | 0.2% | ▼ 27.6% | 1,135,610 | $295.67M |
| 99 | HONHONEYWELL INTERNATIONAL INC | 0.2% | NEW | 1,275,856 | $285.66M |
| 100 | HONAHoneywell Aerospace Inc. | 0.2% | NEW | 1,290,553 | $285.32M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.