LORD, ABBETT & CO. LLC — 13F Holdings & Portfolio

CIK 728100 · latest 13F-HR filed 2026-05-14

LORD, ABBETT & CO. LLC manages $30.6M in 13F-reported U.S. long-equity assets across 557 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (4.45%), GOOGL (2.89%), AVGO (1.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 115 new positions, exited 103, added to 167, and trimmed 202.

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

$30.6M

Long-equity book

Holdings

557

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+115 / −103 / ↑167 / ↓202

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ANALOG DEVICES INC$183.5K +135.5%
  • L3HARRIS TECHNOLOGIES INC$147.1K +159.2%
  • MARATHON PETE CORP$132.3K +144.0%
  • CARPENTER TECHNOLOGY CORP$131.7K +228.7%
  • GILEAD SCIENCES INC$130.4K +87.8%
Show all 167

Top Trims

  • MICROSOFT CORP-$409.5K -46.8%
  • REDDIT INC-$248.8K -85.6%
  • CARVANA CO-$170.0K -66.7%
  • ABBVIE INC-$163.4K -68.9%
  • ABBOTT LABORATORIES-$160.7K -74.5%
Show all 202

New Positions

  • AMETEK INC$114.6K
  • LYONDELLBASELL INDUSTRIES NV$104.4K
  • CIRCLE INTERNET GROUP INC$94.0K
  • DELL TECHNOLOGIES INC$78.2K
  • VERTEX PHARMACEUTICALS INC$74.4K
Show all 115

Exited Positions

  • SPOTIFY TECHNOLOGY S A$116.6K
  • NETAPP INC$72.9K
  • ROBINHOOD MKTS INC$69.8K
  • AUTOZONE INC$64.9K
  • BLACKSTONE INC$60.2K
Show all 103
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 NVIDIA CORPORATION NVDA 67066G104 $1.4M 4.45% 7,810,621 SH
2 ALPHABET INC CAP STK GOOGL 02079K305 $885.7K 2.89% 3,080,172 SH
3 BROADCOM INC AVGO 11135F101 $514.8K 1.68% 1,663,340 SH
4 APPLE INC AAPL 037833100 $502.8K 1.64% 1,981,190 SH
5 MICROSOFT CORP MSFT 594918104 $465.5K 1.52% 1,257,509 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $458.3K 1.50% 1,557,916 SH
7 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED TSM 874039100 $427.5K 1.40% 1,265,089 SH
8 EXXON MOBIL CORP XOM 30231G102 $414.4K 1.35% 2,442,705 SH
9 ELI LILLY & CO LLY 532457108 $387.8K 1.27% 421,643 SH
10 JOHNSON & JOHNSON JNJ 478160104 $362.3K 1.18% 1,482,192 SH
11 MORGAN STANLEY MS 617446448 $353.9K 1.16% 2,150,577 SH
12 PARKER-HANNIFIN CORP PH 701094104 $352.1K 1.15% 393,274 SH
13 AMAZON AMZN 023135106 $340.2K 1.11% 1,633,366 SH
14 LAM RESEARCH CORP LRCX 512807306 $331.4K 1.08% 1,551,029 SH
15 ENTERGY CORP NEW ETR 29364G103 $331.0K 1.08% 2,945,987 SH
16 COMFORT SYS USA INC FIX 199908104 $327.7K 1.07% 237,647 SH
17 ANALOG DEVICES INC ADI 032654105 $319.0K 1.04% 1,002,676 SH
18 SCHWAB CHARLES CORP SCHW 808513105 $311.0K 1.02% 3,309,211 SH
19 WELLS FARGO & CO WFC 949746101 $304.1K 0.99% 3,819,729 SH
20 WALMART INC WMT 931142103 $289.7K 0.95% 2,331,416 SH
21 GILEAD SCIENCES INC GILD 375558103 $278.8K 0.91% 2,000,343 SH
22 PHILIP MORRIS INTL INC PM 718172109 $275.1K 0.90% 1,664,028 SH
23 STEEL DYNAMICS INC STLD 858119100 $259.4K 0.85% 1,440,887 SH
24 CMS ENERGY CORP CMS 125896100 $256.7K 0.84% 3,308,716 SH
25 AERCAP HOLDINGS NV AER N00985106 $242.2K 0.79% 1,765,435 SH
26 CRH PLC CRH G25508105 $241.0K 0.79% 2,293,632 SH
27 L3HARRIS TECHNOLOGIES INC LHX 502431109 $239.6K 0.78% 694,179 SH
28 GE AEROSPACE GE 369604301 $238.9K 0.78% 841,741 SH
29 EMCOR GROUP INC EME 29084Q100 $236.8K 0.77% 320,723 SH
30 LOWES COS INC LOW 548661107 $230.8K 0.75% 976,788 SH
31 MARATHON PETE CORP MPC 56585A102 $224.1K 0.73% 917,711 SH
32 NATERA INC NTRA 632307104 $222.3K 0.73% 1,111,505 SH
33 META PLATFORMS INC META 30303M102 $214.2K 0.70% 374,318 SH
34 TJX COS INC NEW TJX 872540109 $211.9K 0.69% 1,326,720 SH
35 LINDE PLC LIN G54950103 $207.7K 0.68% 419,031 SH
36 CLOUDFLARE INC NET 18915M107 $204.7K 0.67% 992,060 SH
37 NEXTERA ENERGY INC NEE 65339F101 $204.6K 0.67% 2,202,347 SH
38 AMPHENOL CORP APH 032095101 $194.4K 0.63% 1,538,895 SH
39 NORTHROP GRUMMAN CORP NOC 666807102 $191.1K 0.62% 280,179 SH
40 CARPENTER TECHNOLOGY CORP CRS 144285103 $189.3K 0.62% 480,172 SH
41 BANK AMERICA CORP BAC 060505104 $187.4K 0.61% 3,843,852 SH
42 ALLEGION PLC ALLE G0176J109 $179.0K 0.58% 1,231,858 SH
43 GUARDANT HEALTH INC GH 40131M109 $175.4K 0.57% 1,899,113 SH
44 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $173.8K 0.57% 1,187,960 SH
45 SEI INVTS CO SEIC 784117103 $173.0K 0.56% 2,204,379 SH
46 GE VERNOVA INC GEV 36828A101 $165.6K 0.54% 189,739 SH
47 EXPAND ENERGY CORPORATION EXE 165167735 $158.2K 0.52% 1,440,850 SH
48 LABCORP HOLDINGS INC LH 504922105 $156.3K 0.51% 585,844 SH
49 NEXTPOWER INC NXT 65290E101 $152.8K 0.50% 1,267,537 SH
50 COCA COLA CO KO 191216100 $149.8K 0.49% 1,970,313 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $30.6M 557 0000930413-26-001592
2025-12-31 2026-02-13 $32.6M 623 0000930413-26-000413
2025-09-30 2025-11-13 $33.6M 609 0000930413-25-003436