LORD, ABBETT & CO. LLC

CIK

728100

Location

JERSEY CITY, NJ

Portfolio Value

Large $28,969,025,563

Diversification

Diversified

Filing Date

Global Rank

#135 / 8,232 ▲ 4

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed May 14, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.8%

SPY

+76.5%

Annualised alpha

-2.8%

Max drawdown

−21.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

451 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.7%

+0.0 pts

Top 5

12.9%

−1.5 pts

Top 10

20.0%

−1.2 pts

HHI

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$7,346,016,690	92
Industrials	19.7%	$5,706,844,267	92
Healthcare	14.2%	$4,123,046,168	72
Financial Services	12.4%	$3,582,085,075	64
Consumer Cyclical	6.3%	$1,822,261,581	43
Energy	6.0%	$1,730,590,362	26
Communication Services	4.5%	$1,305,134,260	12
Basic Materials	4.1%	$1,178,922,181	21
Consumer Defensive	3.8%	$1,097,469,252	18
Utilities	3.3%	$961,547,648	7
Real Estate	0.4%	$115,108,079	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ESI	Element Solutions Inc	+1,913,678	2,234,157	$76,274,119
IBKR	Interactive Brokers Group, Inc.	+1,325,582	1,463,821	$98,178,474
COGT	Cogent Biosciences, Inc.	+1,310,733	3,181,270	$122,447,082
WULF	Terawulf Inc.	+1,102,594	2,188,848	$31,585,076
GILD	Gilead Sciences, Inc.	+791,141	2,000,343	$278,787,803
KRMN	Karman Holdings Inc.	+740,077	1,463,309	$117,137,885
BE	Bloom Energy Corp	+688,160	889,918	$120,574,989
LSCC	Lattice Semiconductor Corp	+655,329	924,699	$85,775,079
AAPL	Apple Inc.	+512,389	1,981,190	$502,806,210
ADI	Analog Devices Inc	+503,260	1,002,676	$318,991,342
NVS	Novartis AG	+464,126	830,286	$126,826,186
ADPT	Adaptive Biotechnologies Corp	+455,344	3,536,103	$49,081,109
NXT	Nextpower Inc.	+419,427	1,267,537	$152,801,585
LGN	Legence Corp.	+409,170	573,869	$32,400,643
AVNT	Avient Corp	+407,561	1,070,048	$38,842,742
LINC	Lincoln Educational Services Corp	+400,763	623,165	$25,350,352
LHX	L3harris Technologies, Inc. /De/	+379,271	694,179	$239,595,881
CDNL	Cardinal Infrastructure Group Inc.	+368,410	751,558	$29,803,032
KMI	Kinder Morgan, Inc.	+360,694	3,586,538	$120,256,619
MPC	Marathon Petroleum Corp	+353,041	917,711	$224,086,671
COCO	Vita Coco Company, Inc.	+340,571	555,131	$26,596,326
CHRW	C. H. Robinson Worldwide, Inc.	+334,159	797,728	$132,478,688
UTI	Universal Technical Institute Inc	+301,341	1,373,901	$49,597,826
CRS	Carpenter Technology Corp	+297,280	480,172	$189,259,793
SEIC	Sei Investments Co	+287,009	2,204,379	$172,977,620
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFRM	Affirm Holdings, Inc.	−2,034,013	125,969	$5,771,899
MIR	Mirion Technologies, Inc.	−1,206,514	937,044	$17,419,647
ABT	Abbott Laboratories	−1,185,746	534,503	$54,877,423
TEVA	Teva Pharmaceutical Industries Ltd	−1,037,271	2,412,336	$72,659,560
RDDT	Reddit, Inc.	−953,906	309,623	$41,690,736
CALX	Calix, Inc	−866,186	121,245	$5,939,792
ANET	Arista Networks, Inc.	−831,156	1,150,236	$141,225,976
CRH	Crh Public Ltd Co	−824,894	2,293,632	$241,106,595
NDAQ	Nasdaq, Inc.	−809,266	844,924	$71,725,598
UBER	Uber Technologies, Inc	−806,145	54,831	$3,943,993
ALAB	Astera Labs, Inc.	−767,744	175,404	$19,224,278
SHEL	Shell plc	−733,330	1,112,851	$103,495,143
ABBV	AbbVie Inc.	−698,740	339,863	$73,916,803
WMT	Walmart Inc.	−685,543	2,331,416	$289,748,380
G	Genpact LTD	−677,001	604,032	$22,500,192
CRDO	Credo Technology Group Holding Ltd	−648,525	183,663	$17,240,445
NFLX	Netflix Inc	−620,845	4,439	$426,809
HNGE	Hinge Health, Inc.	−607,743	92,547	$3,568,612
FROG	JFrog Ltd	−552,115	623,499	$29,260,808
MSFT	Microsoft Corp	−551,787	1,257,509	$465,492,106
AMZN	Amazon Com Inc	−503,221	1,633,366	$340,181,136
WFC	Wells Fargo & Company/Mn	−482,442	3,819,729	$304,088,625
WGS	GeneDx Holdings Corp.	−475,656	42,648	$2,738,854
SNOW	Snowflake Inc.	−470,713	247,820	$37,376,212
SHOP	Shopify Inc.	−432,010	991,890	$117,657,991
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AME	Ametek Inc/	534,546	$114,585,280
LYB	LyondellBasell Industries N.V.	1,295,706	$104,382,075
CRCL	Circle Internet Group, Inc.	985,107	$93,989,058
PL	Planet Labs PBC	2,835,619	$79,255,551
DELL	Dell Technologies Inc.	476,372	$78,186,936
VRTX	Vertex Pharmaceuticals Inc / Ma	166,509	$74,352,928
LITE	Lumentum Holdings Inc.	99,438	$69,881,048
GLW	Corning Inc /Ny	498,358	$67,761,737
HLT	Hilton Worldwide Holdings Inc.	213,907	$65,044,840
ODFL	Old Dominion Freight Line, Inc.	311,817	$60,929,041
LII	Lennox International Inc	130,336	$60,492,847
XPO	XPO, Inc.	310,155	$60,340,655
TEL	TE Connectivity plc	268,931	$56,211,957
ASML	Asml Holding NV	42,182	$55,715,251
GD	General Dynamics Corp	156,747	$53,798,705
MU	Micron Technology Inc	158,606	$53,583,451
HAL	Halliburton Co	1,274,008	$49,673,571
BLD	TopBuild Corp	137,794	$48,407,032
DOCN	DigitalOcean Holdings, Inc.	499,647	$42,859,719
CAVA	Cava Group, Inc.	527,948	$42,710,993
FSLY	Fastly, Inc.	1,385,315	$40,257,253
TTMI	Ttm Technologies Inc	365,514	$35,608,373
SNEX	StoneX Group Inc.	431,569	$34,806,039
SU	Suncor Energy Inc	525,000	$34,707,750
NAVN	Navan, Inc.	2,620,406	$34,694,175
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SPOT	Spotify Technology S.A.	200,835	$116,626,892
NTAP	NetApp, Inc.	680,649	$72,890,701
HOOD	Robinhood Markets, Inc.	616,865	$69,767,431
AZO	Autozone Inc	19,129	$64,876,003
BX	Blackstone Inc.	390,383	$60,173,635
CDNS	Cadence Design Systems Inc	166,537	$52,056,135
U	Unity Software Inc.	1,158,668	$51,178,365
IRTC	iRhythm Holdings, Inc.	277,212	$49,188,496
PLNT	Planet Fitness, Inc.	450,420	$48,857,057
PLD	Prologis, Inc.	360,561	$46,029,217
AXP	American Express Co	112,448	$41,600,137
PEN	Penumbra Inc	115,941	$36,047,215
CAT	Caterpillar Inc	62,065	$35,555,176
BLK	BlackRock, Inc.	31,845	$34,084,977
SBSW	Sibanye Stillwater Ltd	2,335,343	$33,278,637
POWL	Powell Industries Inc	92,524	$29,494,800
ACLX	Arcellx, Inc.	449,634	$29,316,136
EMBJ	Embraer S.A.	445,804	$28,696,403
LYFT	Lyft, Inc.	1,424,328	$27,589,233
VALE	Vale S.A.	2,100,000	$27,363,000
IHG	Intercontinental Hotels Group PLC /New/	190,000	$26,757,700
APA	APA Corp	1,090,704	$26,678,619
OMF	OneMain Holdings, Inc.	390,000	$26,344,500
RBRK	Rubrik, Inc.	340,614	$26,050,157
TPR	Tapestry, Inc.	200,000	$25,554,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

451 positions · $28,969,025,563 total · as of Mar 31, 2026

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

Showing 1–50 of 451 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	7,810,621	+46,530	$1,362,172,302	−5.9%	4.70%
GOOGL	Alphabet Inc. Communication Services	Added	3,080,172	+204,275	$885,734,260	−1.6%	3.06%
AVGO	Broadcom Inc. Technology	Reduced	1,663,340	-285,093	$514,820,363	−23.7%	1.78%
AAPL	Apple Inc. Technology	Added	1,981,190	+512,389	$502,806,210	+25.9%	1.74%
MSFT	Microsoft Corp Technology	Reduced	1,257,509	-551,787	$465,492,106	−46.8%	1.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,557,916	-203,119	$458,276,570	−19.2%	1.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,265,089	+87,869	$427,536,827	+19.5%	1.48%
XOM	Exxon Mobil Corp Energy	Reduced	2,442,705	-333,459	$414,429,330	+24.0%	1.43%
LLY	ELI LILLY & Co Healthcare	Added	421,643	+165,887	$387,814,582	+41.1%	1.34%
JNJ	Johnson & Johnson Healthcare	Added	1,482,192	+152,507	$362,307,012	+31.7%	1.25%
MS	Morgan Stanley Financial Services	Reduced	2,150,577	-147,427	$353,920,456	−13.2%	1.22%
PH	Parker-Hannifin Corp Industrials	Reduced	393,274	-36,862	$352,074,615	−6.9%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,633,366	-503,221	$340,181,136	−31.0%	1.17%
LRCX	Lam Research Corp Technology	Reduced	1,551,029	-165,769	$331,392,856	+12.8%	1.14%
ETR	Entergy Corp /De/ Utilities	Reduced	2,945,987	-84,748	$331,011,099	+18.2%	1.14%
FIX	Comfort Systems USA Inc Industrials	Reduced	237,647	-33,933	$327,712,836	+29.3%	1.13%
ADI	Analog Devices Inc Technology	Added	1,002,676	+503,260	$318,991,342	+135.5%	1.10%
SCHW	Schwab Charles Corp Financial Services	Reduced	3,309,211	-52,173	$310,999,649	−7.4%	1.07%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,819,729	-482,442	$304,088,625	−24.2%	1.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,331,416	-685,543	$289,748,380	−13.8%	1.00%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,000,343	+791,141	$278,787,803	+87.8%	0.96%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,664,028	-79,649	$275,130,389	−1.6%	0.95%
STLD	Steel Dynamics Inc Basic Materials	Reduced	1,440,887	-188,514	$259,359,660	−6.1%	0.90%
CMS	Cms Energy Corp Utilities	Reduced	3,308,716	-28,012	$256,690,187	+10.0%	0.89%
AER	AerCap Holdings N.V. Industrials	Reduced	1,765,435	-28,630	$242,182,373	−6.1%	0.84%
CRH	Crh Public Ltd Co Basic Materials	Reduced	2,293,632	-824,894	$241,106,595	−38.0%	0.83%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	694,179	+379,271	$239,595,881	+159.2%	0.83%
GE	General Electric Co Industrials	Reduced	841,741	-95,826	$238,860,843	−17.3%	0.82%
EME	EMCOR Group, Inc. Industrials	Reduced	320,723	-103,053	$236,792,998	−8.7%	0.82%
LOW	Lowes Companies Inc Consumer Cyclical	Added	976,788	+532	$230,795,468	−2.0%	0.80%
MPC	Marathon Petroleum Corp Energy	Added	917,711	+353,041	$224,086,671	+144.0%	0.77%
NTRA	Natera, Inc. Healthcare	Reduced	1,111,505	-107,540	$222,289,884	−20.4%	0.77%
META	Meta Platforms, Inc. Communication Services	Reduced	374,318	-148,307	$214,158,557	−37.9%	0.74%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,326,720	+221,760	$211,877,184	+24.8%	0.73%
LIN	Linde PLC Basic Materials	Added	419,031	+60	$207,738,808	+16.3%	0.72%
NET	Cloudflare, Inc. Technology	Added	992,060	+71,463	$204,701,660	+12.8%	0.71%
NEE	Nextera Energy Inc Utilities	Reduced	2,202,347	-60,078	$204,553,989	+12.6%	0.71%
APH	Amphenol Corp /De/ Technology	Reduced	1,538,895	-84,094	$194,439,383	−11.3%	0.67%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	280,179	-21,620	$191,149,320	+11.1%	0.66%
CRS	Carpenter Technology Corp Industrials	Added	480,172	+297,280	$189,259,793	+228.7%	0.65%
BAC	Bank Of America Corp /De/ Financial Services	Added	3,843,852	+837	$187,387,785	−11.3%	0.65%
ALLE	Allegion plc Industrials	Reduced	1,231,858	-106,392	$178,976,648	−16.0%	0.62%
GH	Guardant Health, Inc. Healthcare	Reduced	1,899,113	-89,870	$175,421,067	−13.7%	0.61%
PLTR	Palantir Technologies Inc. Technology	Reduced	1,187,960	-34,253	$173,774,788	−20.0%	0.60%
SEIC	Sei Investments Co Financial Services	Added	2,204,379	+287,009	$172,977,620	+10.0%	0.60%
GEV	GE Vernova Inc. Industrials	Added	189,739	+49,921	$165,623,173	+81.2%	0.57%
EXE	EXPAND ENERGY Corp Energy	Reduced	1,440,850	-3,901	$158,176,513	−0.8%	0.55%
LH	Labcorp Holdings Inc. Healthcare	Reduced	585,844	-46,418	$156,309,037	−1.5%	0.54%
NXT	Nextpower Inc. Technology	Added	1,267,537	+419,427	$152,801,585	+106.8%	0.53%
KO	Coca Cola Co Consumer Defensive	Reduced	1,970,313	-141,225	$149,842,303	+1.5%	0.52%