Arkolith/Funds/Ceredex Value Advisors LLC

Ceredex Value Advisors LLC

CIK 1738726
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Ceredex Value Advisors LLC holds a diversified book of 163 stocks worth $3.2B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened LPL Financial Holdings Inc and trimmed Jabil Inc. Their largest long position is Equinix Inc at 1% of the equity book. Cloning the disclosed picks since 2018 would be +104% (+9.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Ceredex Value Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
28
existing
Trimmed
81
reduced
Sold out
44
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+104.2%
+9.1%/yr · since May '18
Their reported book
+125.2%
held from quarter-end
S&P 500
+210.3%
same window
$8K$14K$20K$26K$32KMay '18Jan '20Aug '21Apr '23Dec '24Jul '26
Ceredex Value Advisors LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +125.2%, a 21.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Ceredex Value Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
7%
Top 10 holdings
14%
Top 20 holdings
25%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
21%
Information Technology
17%
Financials
16%
Materials
11%
Utilities
8%
Energy
7%
Consumer Discretionary
6%
Health Care
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ceredex Value Advisors LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$567.3B
STATE STREET CORP80 / 80$318.1B
FMR LLC80 / 80$142.4B
MORGAN STANLEY80 / 80$129.5B
JPMORGAN CHASE & CO80 / 80$123.2B
BANK OF AMERICA CORP /DE/80 / 80$88.1B
NORTHERN TRUST CORP80 / 80$72.5B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC80 / 80$65.0B

Ranked by how many of Ceredex Value Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

163 positions
#SecurityValueShares% PortLast moveHistory
1Equinix Inc
COM
$46.9M47.9K
1.5%
+54%
Added · +17K sh
2Jabil Inc
COM
$46.7M175.9K
1.5%
−15%
Reduced · −31K sh
3Teradyne Inc
COM
$46.4M156.7K
1.5%
−21%
Reduced · −43K sh
4Nokia Corp
SPONSORED ADR
$45.7M5.68M
1.4%
−21%
Reduced · −1.5M sh
5Waste Mgmt Inc Del
COM
$44.8M194.8K
1.4%
+111%
Added · +102K sh
6Alphabet Inc
CAP STK CL C
$44.5M155.1K
1.4%
+7.3%
Added · +10K sh
7JPMorgan Chase & Co
COM
$41.6M141.4K
1.3%
+6.2%
Added · +8K sh
8LPL Finl Hldgs Inc
COM
$40.0M132.9K
1.3%
New
New position
9MKS Inc.
COM
$38.9M169.5K
1.2%
−9.1%
Reduced · −17K sh
10Genuine Parts Co
COM
$38.6M365.4K
1.2%
New
New position
11Western Digital Corp
COM
$38.0M140.7K
1.2%
−39%
Reduced · −90K sh
12Cummins Inc
COM
$37.6M69.9K
1.2%
New
New position
13Microchip Technology Inc.
COM
$37.5M580.8K
1.2%
New
New position
14Evercore Inc
CLASS A
$36.9M123.5K
1.2%
+23%
Added · +23K sh
15Ovintiv Inc
COM
$36.5M615.3K
1.1%
New
New position
16Vulcan Matls Co
COM
$35.6M130.6K
1.1%
+106%
Added · +67K sh
17Henry Jack & Assoc Inc
COM
$35.3M223.4K
1.1%
New
New position
18Crane Company
COMMON STOCK
$34.1M199.7K
1.1%
+12%
Added · +21K sh
19Eastgroup Pptys Inc
COM
$33.4M180.5K
1.1%
−13%
Reduced · −27K sh
20Regal Rexnord Corporation
COM
$32.7M174.7K
1.0%
+81%
Added · +78K sh
21Nvent Elec PLC
SHS
$31.4M265.1K
1.0%
+74%
Added · +113K sh
22Nasdaq Inc
COM
$31.3M368.8K
1.0%
New
New position
23Chevron Corporation
COM
$31.2M150.7K
1.0%
−12%
Reduced · −21K sh
24Gallagher Arthur J & Co
COM
$30.9M142.7K
1.0%
−13%
Reduced · −21K sh
25Lyondellbasell Industries NV
SHS - A -
$28.7M355.7K
0.9%
New
New position
26Ryan Specialty Holdings Inc
CL A
$28.3M839.5K
0.9%
+304%
Added · +632K sh
27NextEra Energy Inc
COM
$27.9M300.7K
0.9%
New
New position
28Advanced Energy Inds
COM
$27.2M84.3K
0.9%
+5.9%
Added · +5K sh
29Ameren Corp
COM
$27.2M247.5K
0.9%
−4.4%
Reduced · −11K sh
30Gildan Activewear Inc
COM
$26.8M481.6K
0.8%
+10%
Added · +45K sh
31Procter & Gamble Co
COM
$26.5M183.4K
0.8%
New
New position
32Halliburton Co
COM
$26.3M674.2K
0.8%
New
New position
33Merck & Co Inc
COM
$25.6M212.6K
0.8%
−14%
Reduced · −36K sh
34Thermo Fisher Scientific Inc
COM
$25.5M51.9K
0.8%
−0.5%
Reduced · −261 sh
35American Elec PWR Co Inc
COM
$25.2M192.6K
0.8%
New
New position
36Regeneron Pharmaceuticals
COM
$25.1M32.5K
0.8%
+14%
Added · +4K sh
37Carpenter Technology Corp
COM
$24.9M63.3K
0.8%
−51%
Reduced · −65K sh
38Agilent Technologies Inc
COM
$24.3M212.9K
0.8%
+42%
Added · +63K sh
39Cardinal Health Inc
COM
$24.2M114.8K
0.8%
New
New position
40Emcor Group Inc
COM
$23.8M32.2K
0.7%
−20%
Reduced · −8K sh
41Keycorp
COM
$23.7M1.18M
0.7%
−52%
Reduced · −1.3M sh
42Eqt Corp
COM
$23.7M371.8K
0.7%
−3.6%
Reduced · −14K sh
43Mondelez Intl Inc
CL A
$23.6M409.7K
0.7%
−12%
Reduced · −55K sh
44Applied Matls Inc
COM
$23.5M68.8K
0.7%
New
New position
45Capital One Finl Corp
COM
$23.3M128.0K
0.7%
+26%
Added · +26K sh
46Entergy Corp New
COM
$23.2M206.8K
0.7%
−13%
Reduced · −32K sh
47Tko Group Holdings Inc
CL A
$23.1M114.8K
0.7%
New
New position
48Centerpoint Energy Inc
COM
$23.1M535.5K
0.7%
Held
49Lincoln Elec Hldgs Inc
COM
$22.9M91.9K
0.7%
+6.2%
Added · +5K sh
50Qnity Electronics Inc
COMMON STOCK
$22.7M197.1K
0.7%
−7.8%
Reduced · −17K sh
Showing 50 of 163 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 2026374$3.2B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026428$3.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025453$4.3B13F-HR/A
Q2 2025Jun 30, 2025Aug 13, 2025454$4.7B13F-HR
Q1 2025Mar 31, 2025May 14, 2025450$4.6B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025445$5.0B13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024308$5.1B13F-HR
Q2 2024Jun 30, 2024Jul 25, 2024311$5.3B13F-HR
Q1 2024Mar 31, 2024Apr 30, 2024317$5.7B13F-HR
Q4 2023Dec 31, 2023Jan 25, 2024301$5.8B13F-HR
Q3 2023Sep 30, 2023Oct 24, 2023294$5.7B13F-HR
Q2 2023Jun 30, 2023Jul 25, 2023306$6.2B13F-HR
Q1 2023Mar 31, 2023Apr 26, 2023317$6.4B13F-HR
Q4 2022Dec 31, 2022Jan 23, 2023316$6.5B13F-HR
Q3 2022Sep 30, 2022Nov 7, 2022294$6.1B13F-HR
Q2 2022Jun 30, 2022Aug 3, 2022289$6.7B13F-HR
Q1 2022Mar 31, 2022May 5, 2022269$8.3B13F-HR
Q4 2021Dec 31, 2021Feb 7, 2022253$9.3B13F-HR
Q3 2021Sep 30, 2021Nov 8, 2021252$8.8B13F-HR
Q2 2021Jun 30, 2021Aug 3, 2021263$8.9B13F-HR
Q1 2021Mar 31, 2021May 11, 2021247$8.6B13F-HR
Q4 2020Dec 31, 2020Feb 5, 2021242$7.9B13F-HR
Q3 2020Sep 30, 2020Nov 9, 2020231$6.8B13F-HR
Amended / restated
  • Q3 2025 · filed Nov 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.