EARNEST PARTNERS LLC

CIK

1102578

Location

ATLANTA, GA

Portfolio Value

Large $27,631,272,070

Diversification

Diversified

Filing Date

Global Rank

#261 / 8,700 ▲ 13

Top Industry

Banks - Regional 8.9%

Period ended 2 months ago

Filed Aug 13, 2026 · 30d

26 quarters · since Mar 2020

Portfolio Concentration

292 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

2.7%

+0.4 pts

Top 5

10.0%

+0.0 pts

Top 10

17.5%

−0.5 pts

HHI

Diversified−3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	27.1%	$7,494,460,876	59
Technology	21.6%	$5,966,565,506	61
Financial Services	17.2%	$4,763,286,032	55
Consumer Cyclical	8.3%	$2,284,005,899	28
Healthcare	6.8%	$1,874,923,232	25
Basic Materials	5.3%	$1,458,828,420	10
Real Estate	5.0%	$1,392,370,399	13
Energy	4.8%	$1,318,666,208	18
Utilities	2.1%	$567,892,685	7
Consumer Defensive	1.4%	$392,870,178	10
Communication Services	0.4%	$108,025,481	5
Unclassified	0.0%	$9,377,154	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVTR	Avantor, Inc.	+4,723,813	10,748,525	$106,410,397
PENN	PENN Entertainment, Inc.	+2,723,817	5,551,025	$118,569,894
WWW	Wolverine World Wide Inc /De/	+1,805,317	5,326,081	$88,040,118
NSP	Insperity, Inc.	+1,033,524	3,099,996	$128,060,834
PZZA	Papa Johns International Inc	+988,308	2,890,502	$106,283,758
QGEN	Qiagen N.V.	+704,966	4,573,455	$178,822,090
FLS	Flowserve Corp	+667,269	3,394,740	$251,753,918
J	Jacobs Solutions Inc.	+516,234	635,975	$80,132,850
PSN	Parsons Corp	+514,151	2,294,501	$120,208,907
TTGT	TechTarget, Inc.	+405,299	962,168	$3,463,804
ICLR	Icon PLC	+356,849	1,242,639	$215,858,820
ARE	Alexandria Real Estate Equities, Inc.	+314,926	867,494	$45,847,057
CWST	Casella Waste Systems Inc	+266,621	1,399,698	$135,728,715
SON	Sonoco Products Co	+242,710	2,829,098	$159,419,672
JACK	Jack In The Box Inc	+238,476	552,367	$8,732,922
SMG	Scotts Miracle-Gro Co	+231,228	3,630,876	$247,298,964
FELE	Franklin Electric Co Inc	+218,629	1,342,185	$143,868,810
CBT	Cabot Corp	+187,072	3,345,689	$303,855,474
BBD	Bank Bradesco	+186,282	22,942,199	$79,609,430
LH	Labcorp Holdings Inc.	+163,433	476,506	$133,421,680
CRL	Charles River Laboratories International, Inc.	+148,645	1,120,011	$254,007,294
HELE	Helen Of Troy Ltd	+100,671	338,312	$9,834,729
LXFR	Luxfer Holdings PLC	+80,705	873,304	$15,754,404
EXP	Eagle Materials Inc	+75,232	322,668	$72,600,300
HDB	Hdfc Bank Ltd	+68,674	2,631,855	$67,980,814
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FORM	Formfactor Inc	−1,111,951	3,763,214	$601,850,815
FLEX	Flex Ltd.	−997,802	1,631,294	$264,383,818
SABR	Sabre Corp	−825,263	23,696,407	$49,525,490
AMKR	Amkor Technology, Inc.	−579,351	2,852,492	$245,970,385
CF	CF Industries Holdings, Inc.	−565,360	1,620,100	$175,392,026
ASX	ASE Technology Holding Co., Ltd.	−292,574	1,434,870	$64,741,334
AEIS	Advanced Energy Industries Inc	−272,225	954,262	$355,815,671
XPRO	Expro Ltd	−241,993	6,079,228	$89,790,197
AROC	Archrock, Inc.	−224,796	9,541,483	$388,433,772
ECG	Everus Construction Group, Inc.	−208,094	753,089	$124,975,119
BOX	Box Inc	−185,760	7,119,498	$188,951,476
ALB	Albemarle Corp	−169,104	1,431,928	$193,353,237
UBSI	United Bankshares Inc/Wv	−163,854	3,970,649	$181,974,843
WWD	Woodward, Inc.	−160,092	1,131,156	$481,239,008
SANM	Sanmina Corp	−155,966	699,656	$177,068,940
MDU	Mdu Resources Group Inc	−155,024	9,726,856	$206,306,615
VIAV	Viavi Solutions Inc.	−154,601	500,935	$23,919,646
OII	Oceaneering International Inc	−137,018	3,547,295	$143,736,393
UCB	United Community Banks Inc	−124,179	3,232,896	$113,442,320
HXL	Hexcel Corp /De/	−120,150	4,584,594	$458,734,475
DAR	Darling Ingredients Inc.	−119,972	4,076,107	$222,636,964
CLB	Core Laboratories Inc. /DE/	−114,992	2,941,004	$34,262,696
PEB	Pebblebrook Hotel Trust	−113,728	4,538,986	$88,101,718
DAKT	Daktronics Inc /Sd/	−109,790	3,080,587	$60,256,281
MOG-A	Moog Inc.	−103,185	1,752,132	$742,623,626
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SARO	StandardAero, Inc.	5,058,565	$151,301,679
DVN	Devon Energy Corp/De	1,221,427	$50,469,363
APH	Amphenol Corp /De/	1,446	$509,917
MU	Micron Technology Inc	437	$504,424
TER	Teradyne, Inc	736	$356,106
CAT	Caterpillar Inc	278	$296,042
ETN	Eaton Corp plc	580	$247,149
MTZ	Mastec Inc	563	$234,241
WLFC	Willis Lease Finance Corp	1,000	$228,800
GE	General Electric Co	608	$227,227
CSCO	Cisco Systems, Inc.	1,901	$223,291
ABBV	AbbVie Inc.	872	$219,430
ATRO	Astronics Corp	2,648	$215,176
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	111,359	$15,518,847
BKF	iShares MSCI BIC ETF	82,050	$4,659,619
—		6,917	$1,311,394
VB	Vanguard Morningstar Small-Cap ETF	1,311	$420,581
NFLX	Netflix Inc	2,240	$215,376
CMCSA	Comcast Corp	7,003	$201,056
—		1,776,682	$0
—		1,842,926	$0
—		3,355	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

292 tracked positions · $27,631,272,070 total · filing declares 304 positions · $27,728,480,151 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 292 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MOG-A	Moog Inc. Industrials	Reduced	1,752,132	-103,185	$742,623,626	+36.8%	2.69%
FORM	Formfactor Inc Technology	Reduced	3,763,214	-1,111,951	$601,850,815	+27.3%	2.18%
WWD	Woodward, Inc. Industrials	Reduced	1,131,156	-160,092	$481,239,008	+4.1%	1.74%
RGA	Reinsurance Group Of America Inc Financial Services	Reduced	2,219,193	-47,468	$471,911,391	+2.0%	1.71%
HXL	Hexcel Corp /De/ Industrials	Reduced	4,584,594	-120,150	$458,734,475	+20.5%	1.66%
FCFS	FirstCash Holdings, Inc. Financial Services	Reduced	2,106,406	-55,527	$455,657,745	+12.1%	1.65%
GATX	Gatx Corp Industrials	Reduced	2,556,697	-58,534	$453,021,141	+1.5%	1.64%
R	Ryder System Inc Industrials	Reduced	1,479,457	-39,982	$390,236,372	+25.5%	1.41%
AROC	Archrock, Inc. Energy	Reduced	9,541,483	-224,796	$388,433,772	+14.3%	1.41%
CBRE	Cbre Group, Inc. Real Estate	Reduced	2,876,492	-45,061	$387,434,707	−2.1%	1.40%
SNA	Snap-on Inc Industrials	Reduced	908,103	-14,288	$365,420,647	+9.1%	1.32%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	954,262	-272,225	$355,815,671	−10.1%	1.29%
RJF	Raymond James Financial Inc Financial Services	Reduced	2,203,294	-19,305	$334,966,786	+4.1%	1.21%
ENTG	Entegris Inc Technology	Reduced	1,858,657	-31,991	$334,298,048	+50.8%	1.21%
CBT	Cabot Corp Basic Materials	Added	3,345,689	+187,072	$303,855,474	+27.7%	1.10%
ARW	Arrow Electronics, Inc. Technology	Reduced	1,380,012	-27,491	$294,508,360	+45.9%	1.07%
HLI	Houlihan Lokey, Inc. Financial Services	Reduced	2,172,720	-56,264	$291,426,933	−9.0%	1.05%
DRI	Darden Restaurants Inc Consumer Cyclical	Reduced	1,364,023	-23,378	$281,002,378	+3.3%	1.02%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	1,644,845	-28,354	$267,912,353	+16.7%	0.97%
FLEX	Flex Ltd. Technology	Reduced	1,631,294	-997,802	$264,383,818	+53.6%	0.96%
TDY	Teledyne Technologies Inc Technology	Reduced	382,444	-6,891	$255,051,903	+8.3%	0.92%
CRL	Charles River Laboratories International, Inc. Healthcare	Added	1,120,011	+148,645	$254,007,294	+51.6%	0.92%
SF	Stifel Financial Corp Financial Services	Reduced	3,608,530	-81,584	$251,767,138	−7.7%	0.91%
FLS	Flowserve Corp Industrials	Added	3,394,740	+667,269	$251,753,918	+25.6%	0.91%
SMG	Scotts Miracle-Gro Co Basic Materials	Added	3,630,876	+231,228	$247,298,964	+19.6%	0.89%
AMKR	Amkor Technology, Inc. Technology	Reduced	2,852,492	-579,351	$245,970,385	+59.2%	0.89%
BWA	Borgwarner Inc Consumer Cyclical	Reduced	3,702,143	-76,526	$245,822,295	+19.9%	0.89%
SNPS	Synopsys Inc Technology	Reduced	544,093	-4,647	$242,703,564	+11.6%	0.88%
AKAM	Akamai Technologies Inc Technology	Reduced	2,043,878	-36,428	$241,606,818	+1.1%	0.87%
EME	EMCOR Group, Inc. Industrials	Reduced	274,102	-4,649	$227,471,767	+10.5%	0.82%
CNC	Centene Corp Healthcare	Reduced	3,536,856	-50,612	$227,030,786	+93.3%	0.82%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	802,680	-11,661	$224,662,105	−27.4%	0.81%
DAR	Darling Ingredients Inc. Consumer Defensive	Reduced	4,076,107	-119,972	$222,636,964	−14.2%	0.81%
RSG	Republic Services, Inc. Industrials	Reduced	1,043,834	-18,941	$222,420,148	−4.4%	0.80%
WTFC	Wintrust Financial Corp Financial Services	Reduced	1,374,559	-26,075	$220,919,122	+13.5%	0.80%
VMI	Valmont Industries Inc Industrials	Reduced	381,692	-6,997	$220,465,299	+42.0%	0.80%
MIDD	MIDDLEBY Corp Industrials	Reduced	1,272,385	-19,847	$218,862,873	+27.7%	0.79%
ON	On Semiconductor Corp Technology	Reduced	2,312,969	-49,187	$218,668,089	+49.5%	0.79%
ICLR	Icon PLC Healthcare	Added	1,242,639	+356,849	$215,858,820	+120.2%	0.78%
EWBC	East West Bancorp Inc Financial Services	Reduced	1,626,223	-29,934	$209,929,127	+18.7%	0.76%
ENS	EnerSys Industrials	Reduced	896,981	-48,584	$209,732,097	+27.7%	0.76%
CIB	Grupo Cibest S.A. Financial Services	Added	2,623,309	+10,103	$208,369,433	+9.5%	0.75%
MDU	Mdu Resources Group Inc Utilities	Reduced	9,726,856	-155,024	$206,306,615	+0.8%	0.75%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	148,707	-3,064	$205,566,608	+23.9%	0.74%
WEC	Wec Energy Group, Inc. Utilities	Reduced	1,701,405	-31,907	$198,673,061	−1.0%	0.72%
ALB	Albemarle Corp Basic Materials	Reduced	1,431,928	-169,104	$193,353,237	−32.7%	0.70%
AMAT	Applied Materials Inc /De Technology	Reduced	266,853	-12,718	$192,934,719	+101.9%	0.70%
BOX	Box Inc Technology	Reduced	7,119,498	-185,760	$188,951,476	+9.4%	0.68%
PLXS	Plexus Corp Technology	Reduced	628,196	-24,242	$188,879,691	+42.9%	0.68%
CRUS	Cirrus Logic, Inc. Technology	Reduced	1,267,316	-32,472	$188,234,445	+0.1%	0.68%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.