Sciencast Management LP

13F filer · CIK 0001653169

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$482MU.S. long equity reported on 13F

Positions235147 new · 155 closed

Net flow last quarter-$380MBuys minus sells

Top 10 positions weight9.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026235 positions
PWRQuanta Services, Inc.	$4.4M	0.91%	0.00%	Not reported	Q3 2017
UALUnited Airlines Holdings, Inc.	$4.39M	0.91%	0.01%	+9.9%	Q2 2017
IDAIdacorp Inc	$4.38M	0.91%	0.05%	+15.1%	Q4 2015
ARMKAramark	$4.38M	0.91%	0.03%	-0.7%	Q1 2016
ATOAtmos Energy Corp	$4.32M	0.90%	0.01%	Not reported	Q4 2016
CNQCANADIAN NATURAL RESOURCES Ltd	$4.31M	0.89%	0.01%	-13.9%	Q1 2017
DUKDuke Energy CORP	$4.31M	0.89%	0.00%	-29.7%	Q2 2016
WRBBerkley W R Corp	$4.3M	0.89%	0.02%	-36.1%	Q1 2019
BRK.BBerkshire Hathaway Inc	$4.29M	0.89%	Not reported	Not reported	Q4 2015
CFRCullen/Frost Bankers, Inc.	$4.29M	0.89%	0.04%	-9.8%	Q4 2015
ORLYO Reilly Automotive Inc	$4.29M	0.89%	0.01%	Not reported	Q2 2016
RSGRepublic Services, Inc.	$4.28M	0.89%	0.01%	-30.5%	Q1 2016
COPConocophillips	$4.27M	0.88%	0.00%	Not reported	Q1 2016
WFCWells Fargo & Company	$4.26M	0.88%	0.00%	-35.6%	Q4 2015
CCitigroup Inc	$4.25M	0.88%	0.00%	Not reported	Q4 2015
CSXCSX Corp	$4.25M	0.88%	0.00%	Not reported	Q1 2016
VLOValero Energy Corp	$4.24M	0.88%	0.01%	Not reported	Q1 2016
SHOPShopify Inc.	$4.24M	0.88%	0.01%	-30.5%	Q1 2021
PAASPan American Silver Corp	$4.23M	0.88%	0.02%	-18.7%	Q1 2019
LRCXLam Research Corp	$4.23M	0.88%	0.00%	-67.4%	Q2 2016
FTNTFortinet, Inc.	$4.22M	0.88%	0.00%	+606.8%	Q3 2017
BWABorgwarner Inc	$4.22M	0.87%	0.03%	Not reported	Q4 2017
EOGEog Resources Inc	$4.22M	0.87%	0.01%	Not reported	Q4 2015
NEMNEWMONT Corp	$4.22M	0.87%	0.00%	-3.2%	Q4 2016
NVTnVent Electric plc	$4.21M	0.87%	0.02%	Not reported	Q2 2019
WMWaste Management Inc	$4.21M	0.87%	0.00%	-10.3%	Q1 2016
TXNTexas Instruments Inc	$4.2M	0.87%	0.00%	Not reported	Q4 2015
ONONOn Holding AG	$4.14M	0.86%	0.04%	-6.8%	Q2 2022
DHIHorton D R Inc	$4.13M	0.86%	0.01%	Not reported	Q1 2016
XYZBlock, Inc.	$4.13M	0.86%	Not reported	Not reported	Q4 2017
ELEstee Lauder Companies Inc	$4.12M	0.85%	Not reported	Not reported	Q4 2015
BSXBoston Scientific Corp	$4.11M	0.85%	0.01%	+1046.1%	Q4 2015
AEMAgnico Eagle Mines Ltd	$4.09M	0.85%	0.01%	Not reported	Q4 2015
WDCWestern Digital Corp	$4.05M	0.84%	0.00%	Not reported	Q4 2015
FEFirstenergy Corp	$4.04M	0.84%	0.01%	Not reported	Q4 2015
BKNGBooking Holdings Inc.	$4.02M	0.83%	0.00%	Not reported	Q2 2018
LLYELI LILLY & Co	$4.02M	0.83%	0.00%	Not reported	Q4 2015
INTUIntuit Inc.	$4.02M	0.83%	0.01%	Not reported	Q4 2016
PGPROCTER & GAMBLE Co	$4.01M	0.83%	0.00%	Not reported	Q1 2016
SCHWSchwab Charles Corp	$4.01M	0.83%	0.00%	Not reported	Q1 2016
GSGoldman Sachs Group Inc	$4.01M	0.83%	0.00%	-38.2%	Q2 2016
COSTCostco Wholesale Corp	$4.01M	0.83%	0.00%	-32.8%	Q1 2017
COFCapital One Financial Corp	$4M	0.83%	0.00%	-43.1%	Q4 2015
AONAon plc	$3.99M	0.83%	0.01%	Not reported	Q2 2016
VVisa Inc.	$3.99M	0.83%	0.00%	Not reported	Q4 2015
PSXPhillips 66	$3.99M	0.83%	0.01%	Not reported	Q1 2016
TECHBIO-TECHNE Corp	$3.99M	0.83%	0.04%	+392.3%	Q2 2024
AIGAmerican International Group, Inc.	$3.99M	0.83%	0.01%	+161.4%	Q2 2016
TRVTravelers Companies, Inc.	$3.98M	0.83%	0.01%	+93.0%	Q1 2016
WECWec Energy Group, Inc.	$3.98M	0.83%	0.01%	Not reported	Q2 2016

Q1 2026Reported May 14, 2026243 positions
TPGTPG Inc.	$6.45M	0.82%	Not reported	New	Q1 2026
NETCloudflare, Inc.	$6.41M	0.82%	Not reported	+324.0%	Q2 2020
WMBWilliams Companies, Inc.	$6.4M	0.81%	0.01%	-11.8%	Q2 2018
COFCapital One Financial Corp	$6.4M	0.81%	0.01%	+124.9%	Q4 2015
LRCXLam Research Corp	$6.4M	0.81%	0.00%	+2174.4%	Q2 2016
LULUlululemon athletica inc.	$6.38M	0.81%	0.04%	+391.3%	Q3 2016
WFCWells Fargo & Company	$6.37M	0.81%	0.00%	Not reported	Q4 2015
IPInternational Paper Co	$6.37M	0.81%	0.03%	+338.0%	Q4 2015
MSMorgan Stanley	$6.36M	0.81%	0.00%	+17.4%	Q4 2015
TSCOTractor Supply Co	$6.36M	0.81%	0.03%	Not reported	Q1 2017
VZVerizon Communications Inc	$6.36M	0.81%	0.00%	-1.6%	Q2 2016
PCGPG&E Corp	$6.35M	0.81%	0.02%	+2446.5%	Q2 2016
EDConsolidated Edison Inc	$6.35M	0.81%	0.02%	+394.4%	Q2 2016
PAASPan American Silver Corp	$6.35M	0.81%	0.03%	+29.1%	Q1 2019
COSTCostco Wholesale Corp	$6.35M	0.81%	0.00%	-6.0%	Q1 2017
CVXChevron Corp	$6.35M	0.81%	0.00%	+166.7%	Q3 2017
DUKDuke Energy CORP	$6.34M	0.81%	0.01%	-3.2%	Q2 2016
SRESempra	$6.34M	0.81%	0.01%	Not reported	Q4 2015
WCNWaste Connections, Inc.	$6.34M	0.81%	0.02%	+16.8%	Q1 2023
DHRDanaher Corp	$6.33M	0.81%	0.00%	Not reported	Q4 2015
MOAltria Group, Inc.	$6.33M	0.81%	0.01%	Not reported	Q2 2016
SHOPShopify Inc.	$6.33M	0.81%	0.01%	+47.1%	Q1 2021
PHParker-Hannifin Corp	$6.33M	0.81%	0.01%	Not reported	Q4 2015
METMetlife Inc	$6.33M	0.81%	0.01%	Not reported	Q2 2016
CORCencora, Inc.	$6.33M	0.81%	0.01%	+45.6%	Q3 2016
CLColgate Palmolive Co	$6.33M	0.81%	0.01%	Not reported	Q4 2015
TSLATesla, Inc.	$6.33M	0.81%	0.00%	+81.8%	Q2 2017
BROBrown & Brown, Inc.	$6.33M	0.81%	0.03%	Not reported	Q1 2017
CASYCaseys General Stores Inc	$6.33M	0.81%	0.02%	+276.2%	Q2 2021
ADBEAdobe Inc.	$6.33M	0.81%	0.01%	+55.9%	Q1 2016
MCKMckesson Corp	$6.33M	0.81%	0.01%	Not reported	Q4 2015
HWMHowmet Aerospace Inc.	$6.33M	0.81%	0.01%	Not reported	Q3 2021
RSGRepublic Services, Inc.	$6.33M	0.81%	0.01%	+4.9%	Q1 2016
PLTRPalantir Technologies Inc.	$6.33M	0.81%	0.00%	+32.8%	Q2 2021
SNOWSnowflake Inc.	$6.32M	0.81%	0.01%	Not reported	Q2 2021
WRBBerkley W R Corp	$6.32M	0.81%	0.03%	Not reported	Q1 2019
TSNTyson Foods, Inc.	$6.32M	0.81%	Not reported	-5.6%	Q1 2016
ITWIllinois Tool Works Inc	$6.32M	0.81%	0.01%	+80.1%	Q4 2015
CNICanadian National Railway Co	$6.32M	0.80%	0.01%	+39.6%	Q4 2024
DELLDell Technologies Inc.	$6.32M	0.80%	0.01%	Not reported	Q4 2020
BNBROOKFIELD Corp	$6.31M	0.80%	Not reported	Not reported	Q4 2023
MTBM&T Bank Corp	$6.31M	0.80%	0.02%	+109.8%	Q2 2016
GEGeneral Electric Co	$6.31M	0.80%	0.00%	+17.3%	Q2 2022
ABTAbbott Laboratories	$6.3M	0.80%	0.00%	Not reported	Q1 2017
NOWServiceNow, Inc.	$6.3M	0.80%	0.01%	+602.0%	Q4 2015
CFGCitizens Financial Group Inc	$6.29M	0.80%	0.02%	Not reported	Q2 2017
AVGOBroadcom Inc.	$6.29M	0.80%	0.00%	+128.5%	Q4 2016
MAMastercard Inc	$6.27M	0.80%	0.00%	+53.0%	Q2 2016
HALHalliburton Co	$6.27M	0.80%	0.02%	Not reported	Q4 2015
FANGDiamondback Energy, Inc.	$6.27M	0.80%	0.01%	+87.3%	Q4 2015

Q4 2025Reported Feb 17, 2026282 positions
TSNTyson Foods, Inc.	$6.13M	0.85%	Not reported	+31.1%	Q1 2016
LNGCheniere Energy, Inc.	$6.06M	0.84%	0.01%	+116.3%	Q1 2024
PEPPepsico Inc	$6.05M	0.84%	0.00%	+36.2%	Q4 2016
BXBlackstone Inc.	$6.04M	0.83%	0.01%	Not reported	Q4 2020
COPConocophillips	$6.02M	0.83%	0.01%	+35.8%	Q1 2016
WMBWilliams Companies, Inc.	$5.99M	0.83%	0.01%	Not reported	Q2 2018
BLKBlackRock, Inc.	$5.99M	0.83%	0.00%	+46.4%	Q1 2016
TERTeradyne, Inc	$5.98M	0.83%	0.02%	Not reported	Q2 2017
SOSouthern Co	$5.97M	0.83%	0.01%	+48.8%	Q3 2016
PHMPultegroup Inc	$5.95M	0.82%	0.03%	Not reported	Q4 2017
CICigna Group	$5.91M	0.82%	0.01%	Not reported	Q4 2016
EXCExelon Corp	$5.89M	0.81%	0.01%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$5.89M	0.81%	0.00%	+44.1%	Q1 2016
DUKDuke Energy CORP	$5.86M	0.81%	0.01%	+43.4%	Q2 2016
DOWDow Inc.	$5.86M	0.81%	0.04%	Not reported	Q4 2020
UBERUber Technologies, Inc	$5.86M	0.81%	0.00%	Not reported	Q2 2020
AMATApplied Materials Inc	$5.86M	0.81%	0.00%	Not reported	Q1 2017
WCNWaste Connections, Inc.	$5.86M	0.81%	0.01%	+282.0%	Q1 2023
ASAmer Sports, Inc.	$5.86M	0.81%	0.03%	+183.8%	Q3 2024
URIUnited Rentals, Inc.	$5.85M	0.81%	0.01%	+57.5%	Q2 2017
COSTCostco Wholesale Corp	$5.84M	0.81%	0.00%	Not reported	Q1 2017
SHOPShopify Inc.	$5.84M	0.81%	0.01%	Not reported	Q1 2021
ADBEAdobe Inc.	$5.84M	0.81%	0.00%	Not reported	Q1 2016
MSMorgan Stanley	$5.84M	0.81%	0.00%	Not reported	Q4 2015
ACGLArch Capital Group Ltd.	$5.84M	0.81%	0.02%	+27.9%	Q4 2016
EBAYEbay Inc	$5.84M	0.81%	0.01%	Not reported	Q1 2016
ABNBAirbnb, Inc.	$5.84M	0.81%	Not reported	+20.6%	Q1 2024
ORLYO Reilly Automotive Inc	$5.84M	0.81%	0.01%	+57.8%	Q2 2016
BLDRBuilders FirstSource, Inc.	$5.84M	0.81%	0.05%	Not reported	Q1 2020
SYKStryker Corp	$5.84M	0.81%	0.00%	+39.1%	Q4 2015
VSTVistra Corp.	$5.84M	0.81%	0.01%	+177.9%	Q2 2019
DHIHorton D R Inc	$5.84M	0.81%	0.01%	+176.9%	Q1 2016
BNYBank of New York Mellon Corp	$5.84M	0.81%	0.01%	+25.9%	Q1 2016
XELXcel Energy Inc	$5.84M	0.81%	0.01%	Not reported	Q3 2016
CCLCarnival Corp Ltd.	$5.84M	0.81%	0.02%	Not reported	Q1 2016
SHWSherwin Williams Co	$5.84M	0.81%	0.01%	Not reported	Q4 2015
VMCVulcan Materials CO	$5.84M	0.81%	0.02%	Not reported	Q1 2016
PGRProgressive Corp	$5.84M	0.81%	0.00%	Not reported	Q1 2017
FNDFloor & Decor Holdings, Inc.	$5.84M	0.81%	0.09%	Not reported	Q4 2020
GEGeneral Electric Co	$5.84M	0.81%	0.00%	Not reported	Q2 2022
LNTAlliant Energy Corp	$5.84M	0.81%	0.03%	Not reported	Q2 2016
RSGRepublic Services, Inc.	$5.84M	0.81%	0.01%	Not reported	Q1 2016
AAgilent Technologies, Inc.	$5.84M	0.81%	0.02%	Not reported	Q1 2016
BSXBoston Scientific Corp	$5.84M	0.81%	0.00%	+38.2%	Q4 2015
ROSTRoss Stores, Inc.	$5.83M	0.81%	0.01%	+37.4%	Q4 2015
MRVLMarvell Technology, Inc.	$5.83M	0.81%	0.01%	+71.8%	Q1 2016
CPRTCopart Inc	$5.82M	0.80%	0.02%	Not reported	Q1 2016
RFRegions Financial Corp	$5.8M	0.80%	0.02%	+28.4%	Q1 2016
CARRCARRIER GLOBAL Corp	$5.79M	0.80%	0.01%	+1608.6%	Q4 2020
PLTRPalantir Technologies Inc.	$5.79M	0.80%	0.00%	Not reported	Q2 2021

Q3 2025Reported Nov 12, 2025251 positions
MUMicron Technology Inc	$4.66M	0.87%	0.00%	Not reported	Q2 2016
LLYELI LILLY & Co	$4.54M	0.85%	0.00%	Not reported	Q4 2015
LRCXLam Research Corp	$4.52M	0.85%	0.00%	Not reported	Q2 2016
MOAltria Group, Inc.	$4.5M	0.84%	0.00%	Not reported	Q2 2016
AFLAflac Inc	$4.5M	0.84%	0.01%	+134.7%	Q2 2017
TFCTruist Financial Corp	$4.49M	0.84%	0.01%	+94.5%	Q1 2020
COPConocophillips	$4.48M	0.84%	0.00%	+360.5%	Q1 2016
ZTSZoetis Inc.	$4.47M	0.84%	0.01%	+21.1%	Q1 2017
ACNAccenture plc	$4.47M	0.84%	0.00%	Not reported	Q1 2016
CBChubb Ltd	$4.46M	0.83%	0.00%	+14.8%	Q2 2016
BLKBlackRock, Inc.	$4.45M	0.83%	0.00%	-5.5%	Q1 2016
AMDAdvanced Micro Devices Inc	$4.44M	0.83%	0.00%	Not reported	Q3 2017
MRSHMarsh & Mclennan Companies, Inc.	$4.44M	0.83%	0.00%	+21.9%	Q4 2015
TJXTJX Companies Inc	$4.44M	0.83%	0.00%	-4.0%	Q3 2016
KKRKKR & Co. Inc.	$4.43M	0.83%	0.00%	Not reported	Q3 2020
TELTE Connectivity plc	$4.43M	0.83%	0.01%	-14.1%	Q4 2015
HPEHewlett Packard Enterprise Co	$4.43M	0.83%	0.01%	Not reported	Q4 2017
NUNu Holdings Ltd.	$4.42M	0.83%	Not reported	-8.1%	Q2 2024
SYKStryker Corp	$4.42M	0.83%	0.00%	+19.8%	Q4 2015
NDAQNasdaq, Inc.	$4.41M	0.83%	0.01%	Not reported	Q2 2016
RFRegions Financial Corp	$4.4M	0.82%	0.02%	+332.7%	Q1 2016
CNPCenterpoint Energy Inc	$4.39M	0.82%	0.02%	+96.1%	Q1 2016
JNJJohnson & Johnson	$4.39M	0.82%	0.00%	-10.0%	Q4 2015
CTRACentra Software Inc	$4.39M	0.82%	Not reported	Not reported	Q4 2018
CTVACorteva, Inc.	$4.39M	0.82%	0.01%	+28.9%	Q1 2020
URIUnited Rentals, Inc.	$4.38M	0.82%	0.01%	Not reported	Q2 2017
PGPROCTER & GAMBLE Co	$4.38M	0.82%	0.00%	Not reported	Q1 2016
AMPAmeriprise Financial Inc	$4.38M	0.82%	0.01%	+31.9%	Q4 2015
CORCencora, Inc.	$4.37M	0.82%	0.01%	Not reported	Q3 2016
ORLYO Reilly Automotive Inc	$4.37M	0.82%	0.00%	Not reported	Q2 2016
FISVFiserv Inc	$4.37M	0.82%	0.01%	+49.1%	Q4 2015
LINLinde PLC	$4.36M	0.82%	0.00%	+9.9%	Q2 2019
GEVGE Vernova Inc.	$4.36M	0.82%	0.00%	Not reported	Q4 2024
SOSouthern Co	$4.36M	0.82%	0.00%	Not reported	Q3 2016
BNYBank of New York Mellon Corp	$4.35M	0.81%	0.01%	-8.4%	Q1 2016
GMGeneral Motors Co	$4.35M	0.81%	0.01%	-0.3%	Q4 2015
CZRCaesars Entertainment, Inc.	$4.35M	0.81%	0.08%	Not reported	Q4 2020
CMCSAComcast Corp	$4.35M	0.81%	0.00%	Not reported	Q4 2015
PEPPepsico Inc	$4.35M	0.81%	0.00%	Not reported	Q4 2016
DALDelta Air Lines, Inc.	$4.35M	0.81%	0.01%	Not reported	Q1 2017
DGDollar General Corp	$4.34M	0.81%	0.02%	Not reported	Q1 2017
APHAmphenol Corp	$4.34M	0.81%	0.00%	-11.6%	Q4 2015
SBUXStarbucks Corp	$4.34M	0.81%	0.00%	Not reported	Q4 2016
HONHoneywell International Inc	$4.34M	0.81%	0.00%	Not reported	Q4 2015
ABNBAirbnb, Inc.	$4.33M	0.81%	Not reported	+15.8%	Q1 2024
OTISOtis Worldwide Corp	$4.33M	0.81%	0.01%	+19.9%	Q1 2021
NFLXNetflix Inc	$4.33M	0.81%	0.00%	Not reported	Q2 2016
LVSLas Vegas Sands Corp	$4.33M	0.81%	0.01%	Not reported	Q4 2015
WTWWillis Towers Watson PLC	$4.33M	0.81%	0.01%	-4.9%	Q3 2017
TSNTyson Foods, Inc.	$4.33M	0.81%	Not reported	+62.6%	Q1 2016

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