Campbell & CO Investment Adviser LLC — 13F Holdings & Portfolio

CIK 1353570 · latest 13F-HR filed 2026-05-15

Campbell & CO Investment Adviser LLC manages $1.76B in 13F-reported U.S. long-equity assets across 1,014 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BNS (0.90%), SHEL (0.86%), ITW (0.76%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 376 new positions, exited 459, added to 273, and trimmed 336.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.76B

Long-equity book

Holdings

1,014

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+376 / −459 / ↑273 / ↓336

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Phillips 66$11.0M +1420.0%
  • Teledyne Technologies Inc$10.2M +4092.9%
  • Illinois Tool Works Inc$9.2M +221.4%
  • Expand Energy Corp$8.2M +715.8%
  • Air Products and Chemicals Inc$7.9M +2840.6%
Show all 273

Top Trims

  • Pool Corp-$13.3M -96.2%
  • Ameris Bancorp-$12.5M -96.5%
  • Bank of America Corp-$10.9M -84.6%
  • Cullen/Frost Bankers Inc-$10.8M -77.7%
  • OGE Energy Corp-$8.4M -90.6%
Show all 336

New Positions

  • Bank of Nova Scotia/The$15.8M
  • Shell PLC$15.0M
  • Williams Cos Inc/The$12.1M
  • Alphabet Inc$12.0M
  • Murphy Oil Corp$11.3M
Show all 376

Exited Positions

  • ITT Inc$15.8M
  • Cheniere Energy Inc$15.8M
  • United Rentals Inc$14.1M
  • BHP Group Ltd$14.0M
  • AECOM$12.5M
Show all 459
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Bank of Nova Scotia/The BNS 064149107 $15.8M 0.90% 228,543 SH
2 Shell PLC SHEL 780259305 $15.0M 0.86% 161,817 SH
3 Illinois Tool Works Inc ITW 452308109 $13.3M 0.76% 51,126 SH
4 Williams Cos Inc/The WMB 969457100 $12.1M 0.69% 166,791 SH
5 Phillips 66 PSX 718546104 $11.8M 0.67% 64,718 SH
6 Murphy Oil Corp MUR 626717102 $11.3M 0.64% 273,227 SH
7 Teledyne Technologies Inc TDY 879360105 $10.5M 0.60% 17,273 SH
8 Nordson Corp NDSN 655663102 $10.2M 0.58% 38,309 SH
9 Agilent Technologies Inc A 00846U101 $10.2M 0.58% 89,159 SH
10 EQT Corp EQT 26884L109 $9.9M 0.56% 155,741 SH
11 Expand Energy Corp EXE 165167735 $9.3M 0.53% 84,745 SH
12 Alphabet Inc GOOGL 02079K305 $9.2M 0.52% 31,873 SH
13 Atmos Energy Corp ATO 049560105 $9.1M 0.52% 49,465 SH
14 Chevron Corp CVX 166764100 $9.0M 0.51% 43,688 SH
15 Baker Hughes Co BKR 05722G100 $8.9M 0.51% 146,493 SH
16 Parker-Hannifin Corp PH 701094104 $8.3M 0.47% 9,317 SH
17 Air Products and Chemicals Inc APD 009158106 $8.2M 0.47% 28,281 SH
18 Costco Wholesale Corp COST 22160K105 $8.1M 0.46% 8,095 SH
19 Consolidated Edison Inc ED 209115104 $8.1M 0.46% 71,172 SH
20 Marathon Petroleum Corp MPC 56585A102 $8.0M 0.46% 32,967 SH
21 Microsoft Corp MSFT 594918104 $8.0M 0.46% 21,699 SH
22 Barclays PLC BCS 06738E204 $7.7M 0.44% 363,147 SH
23 Commercial Metals Co CMC 201723103 $7.6M 0.43% 124,232 SH
24 McDonald's Corp MCD 580135101 $7.6M 0.43% 24,538 SH
25 PACCAR Inc PCAR 693718108 $7.6M 0.43% 65,689 SH
26 Valero Energy Corp VLO 91913Y100 $7.5M 0.43% 30,470 SH
27 Magnolia Oil & Gas Corp MGY 559663109 $7.5M 0.43% 237,440 SH
28 National Grid PLC NGG 636274409 $7.5M 0.43% 88,246 SH
29 American International Group I AIG 026874784 $7.4M 0.42% 98,911 SH
30 Kirby Corp KEX 497266106 $7.4M 0.42% 55,628 SH
31 Banc of California Inc BANC 05990K106 $7.3M 0.41% 414,048 SH
32 Talos Energy Inc TALO 87484T108 $7.2M 0.41% 455,152 SH
33 Royal Bank of Canada RY 780087102 $7.2M 0.41% 44,313 SH
34 Automatic Data Processing Inc ADP 053015103 $7.1M 0.41% 35,100 SH
35 Gilead Sciences Inc GILD 375558103 $7.0M 0.40% 50,560 SH
36 BP PLC BP 055622104 $7.0M 0.40% 149,442 SH
37 UMB Financial Corp UMBF 902788108 $6.9M 0.39% 60,770 SH
38 Enbridge Inc ENB 29250N105 $6.6M 0.38% 122,390 SH
39 Argenx SE ARGX 04016X101 $6.6M 0.38% 9,034 SH
40 HF Sinclair Corp DINO 403949100 $6.6M 0.37% 105,211 SH
41 Alliant Energy Corp LNT 018802108 $6.5M 0.37% 90,443 SH
42 Eli Lilly & Co LLY 532457108 $6.5M 0.37% 7,041 SH
43 American Express Co AXP 025816109 $6.4M 0.37% 21,229 SH
44 Dollar General Corp DG 256677105 $6.3M 0.36% 53,206 SH
45 Danaher Corp DHR 235851102 $6.3M 0.36% 33,267 SH
46 Archer-Daniels-Midland Co ADM 039483102 $6.2M 0.36% 85,887 SH
47 Cencora Inc COR 03073E105 $6.2M 0.35% 19,727 SH
48 VeriSign Inc VRSN 92343E102 $6.2M 0.35% 24,813 SH
49 Novartis AG NVS 66987V109 $6.1M 0.34% 39,646 SH
50 Northern Oil & Gas Inc NOG 665531307 $6.0M 0.34% 205,174 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.76B 1,014 0001140361-26-021562
2025-12-31 2026-02-12 $2.08B 1,096 0001140361-26-004957
2025-09-30 2025-10-28 $1.32B 1,050 0001140361-25-039554