Ceredex Value Advisors LLC

data from 30/09/2025

Capitalization

$ 4.312 B -7.38 %

Average holding period

6 ans

Performance

$ 4.249 B 75.44 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ceredex Value Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 KEY KEYCORP 1.67% 72.105 M $ 3857926 2023/12/31 6.131 M $ 7.29 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.67% 71.851 M $ 476277 2024/09/30 5.697 M $ 17.48 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.65% 71.259 M $ 225911 2022/03/31 5.831 M $ 8.80 %
2025/09/30 PPL PPL CORP 1.65% 71.187 M $ 1915678 2025/03/31 7.663 M $ 9.65 %
2025/09/30 EXE EXPAND ENERGY CORPORATION 1.64% 70.617 M $ 664689 2022/12/31 -2.355 M $ -9.15 %
2025/09/30 WDC WESTERN DIGITAL CORP 1.60% 69.033 M $ 574989 2025/06/30 26.246 M $ 87.62 %
2025/09/30 IR INGERSOLL RAND INC 1.57% 67.873 M $ 821514 2025/06/30 -409.188 K $ -0.67 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 1.55% 66.664 M $ 2714319 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 1.51% 65.321 M $ 268204 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 1.38% 59.660 M $ 170687 2024/03/31 3.944 M $ 5.23 %
2025/09/30 MCO MOODYS CORP 1.31% 56.640 M $ 118872 2025/06/30 -1.410 M $ -5.01 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 1.30% 56.128 M $ 392228 2024/03/31 2.476 M $ 4.15 %
2025/09/30 SF STIFEL FINL CORP 1.30% 56.126 M $ 494635 2025/09/30 0.000 $ 0.00 %
2025/09/30 FLS FLOWSERVE CORP 1.23% 53.245 M $ 1001985 2025/06/30 378.646 K $ 1.51 %
2025/09/30 DHR DANAHER CORPORATION 1.21% 52.027 M $ 262420 2023/03/31 179.551 K $ 0.36 %
2025/09/30 DAL DELTA AIR LINES INC DEL 1.20% 51.707 M $ 911136 2024/03/31 4.154 M $ 15.39 %
2025/09/30 AEE AMEREN CORP 1.17% 50.498 M $ 483793 2025/03/31 6.854 M $ 8.68 %
2025/09/30 SBUX STARBUCKS CORP 1.17% 50.404 M $ 595790 2024/06/30 -3.890 M $ -7.67 %
2025/09/30 MMM 3M CO 1.16% 49.985 M $ 322111 2024/12/31 862.231 K $ 1.93 %
2025/09/30 CVX CHEVRON CORP NEW 1.15% 49.550 M $ 319081 2023/12/31 0.000 $ 0.00 %
2025/09/30 IP INTERNATIONAL PAPER CO 1.14% 49.124 M $ 1058713 2024/09/30 -694.323 K $ -0.92 %
2025/09/30 ELS EQUITY LIFESTYLE PPTYS INC 1.13% 48.921 M $ 805953 2024/12/31 -771.080 K $ -1.57 %
2025/09/30 WMT WALMART INC 1.13% 48.914 M $ 474619 2025/03/31 1.510 M $ 5.40 %
2025/09/30 RJF RAYMOND JAMES FINL INC 1.12% 48.352 M $ 280137 2023/06/30 5.478 M $ 12.54 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 1.11% 47.934 M $ 435960 2024/06/30 1.676 M $ 4.10 %
2025/09/30 MDLZ MONDELEZ INTL INC 1.10% 47.423 M $ 759140 2024/12/31 -3.018 M $ -7.37 %
2025/09/30 JBL JABIL INC 1.06% 45.869 M $ 211212 2025/06/30 -107.647 K $ -0.43 %
2025/09/30 CHD CHURCH & DWIGHT CO INC 1.04% 44.924 M $ 512655 2024/12/31 -3.957 M $ -8.82 %
2025/09/30 BAC BANK AMERICA CORP 1.03% 44.406 M $ 860746 2018/06/30 5.061 M $ 9.02 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.03% 44.266 M $ 238735 2025/06/30 10.075 M $ 21.39 %
2025/09/30 UNP UNION PAC CORP 1.02% 44.034 M $ 186291 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 1.02% 43.941 M $ 108446 2023/06/30 5.016 M $ 10.51 %
2025/09/30 SNX TD SYNNEX CORPORATION 1.00% 43.246 M $ 264100 2023/09/30 9.350 M $ 20.67 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 1.00% 43.118 M $ 224197 2024/06/30 -5.182 M $ -12.99 %
2025/09/30 PGR PROGRESSIVE CORP 0.99% 42.639 M $ 172662 2025/09/30 0.000 $ 0.00 %
2025/09/30 LRCX LAM RESEARCH CORP 0.98% 42.172 M $ 314949 2024/12/31 13.568 M $ 37.56 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.94% 40.725 M $ 191577 2020/03/31 -40.072 K $ -0.08 %
2025/09/30 HXL HEXCEL CORP NEW 0.94% 40.711 M $ 649300 2023/06/30 4.781 M $ 10.99 %
2025/09/30 LEN LENNAR CORP 0.91% 39.362 M $ 312300 2025/03/31 4.738 M $ 13.95 %
2025/09/30 SSB SOUTHSTATE BK CORP 0.90% 38.831 M $ 392750 2025/09/30 0.000 $ 0.00 %
2025/09/30 AON AON PLC 0.89% 38.430 M $ 107773 2024/03/31 -24.500 K $ -0.05 %
2025/09/30 MSFT MICROSOFT CORP 0.89% 38.376 M $ 74092 2024/12/31 1.954 M $ 4.13 %
2025/09/30 URI UNITED RENTALS INC 0.88% 38.069 M $ 39877 2025/03/31 19.837 M $ 26.71 %
2025/09/30 MCD MCDONALDS CORP 0.86% 37.289 M $ 122706 2025/09/30 0.000 $ 0.00 %
2025/09/30 DIS DISNEY WALT CO 0.86% 37.184 M $ 324754 2024/03/31 -3.338 M $ -7.67 %
2025/09/30 EGP EASTGROUP PPTYS INC 0.84% 36.425 M $ 215200 2024/06/30 570.416 K $ 1.28 %
2025/09/30 BAH BOOZ ALLEN HAMILTON HLDG COR 0.84% 36.125 M $ 361434 2025/06/30 -1.238 M $ -4.01 %
2025/09/30 KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.84% 36.030 M $ 911921 2022/12/31 -2.294 M $ -10.67 %
2025/09/30 VNT VONTIER CORPORATION 0.83% 35.702 M $ 850650 2025/03/31 5.190 M $ 13.74 %
2025/09/30 SEI SOLARIS ENERGY INFRAS INC 0.81% 35.050 M $ 876900 2025/09/30 0.000 $ 0.00 %
2025/09/30 META META PLATFORMS INC 0.80% 34.662 M $ 47199 2025/06/30 -221.869 K $ -0.50 %
2025/09/30 AAON AAON INC 0.79% 33.979 M $ 363650 2025/09/30 0.000 $ 0.00 %
2025/09/30 SO SOUTHERN CO 0.78% 33.443 M $ 352885 2024/03/31 1.056 M $ 3.20 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.70% 30.163 M $ 87112 2025/09/30 0.000 $ 0.00 %
2025/09/30 PWR QUANTA SVCS INC 0.61% 26.150 M $ 63100 2025/03/31 2.401 M $ 9.61 %
2025/09/30 MRK MERCK & CO INC 0.60% 25.828 M $ 307732 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMB WILLIAMS COS INC 0.59% 25.616 M $ 404350 2025/06/30 237.491 K $ 0.86 %
2025/09/30 EME EMCOR GROUP INC 0.59% 25.527 M $ 39300 2025/06/30 5.690 M $ 21.43 %
2025/09/30 CFG CITIZENS FINL GROUP INC 0.59% 25.384 M $ 477500 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTR VENTAS INC 0.58% 25.091 M $ 358500 2025/06/30 3.126 M $ 10.83 %
2025/09/30 MKSI MKS INC. 0.57% 24.769 M $ 200125 2025/09/30 0.000 $ 0.00 %
2025/09/30 EVR EVERCORE INC 0.57% 24.768 M $ 73425 2018/03/31 8.766 M $ 24.92 %
2025/09/30 TER TERADYNE INC 0.57% 24.686 M $ 179350 2025/09/30 0.000 $ 0.00 %
2025/09/30 DKS DICKS SPORTING GOODS INC 0.57% 24.433 M $ 109950 2025/06/30 3.506 M $ 12.34 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.57% 24.387 M $ 190000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 0.54% 23.200 M $ 74900 2024/12/31 0.000 $ 0.00 %
2025/09/30 LPLA LPL FINL HLDGS INC 0.53% 22.989 M $ 69100 2025/03/31 -3.025 M $ -11.28 %
2025/09/30 LVS LAS VEGAS SANDS CORP 0.53% 22.933 M $ 426350 2025/03/31 6.223 M $ 23.63 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.53% 22.915 M $ 45950 2024/12/31 -3.379 M $ -12.02 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.53% 22.787 M $ 103800 2024/12/31 8.959 M $ 30.15 %
2025/09/30 GLW CORNING INC 0.53% 22.739 M $ 277200 2025/06/30 17.490 M $ 55.98 %
2025/09/30 HSY HERSHEY CO 0.53% 22.680 M $ 121250 2025/09/30 0.000 $ 0.00 %
2025/09/30 VST VISTRA CORP 0.52% 22.619 M $ 115450 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQIX EQUINIX INC 0.52% 22.557 M $ 28800 2025/06/30 -403.895 K $ -1.54 %
2025/09/30 HUM HUMANA INC 0.52% 22.261 M $ 85565 2025/06/30 1.124 M $ 6.42 %
2025/09/30 DOV DOVER CORP 0.51% 22.130 M $ 132650 2023/06/30 -2.800 M $ -8.95 %
2025/09/30 RCL ROYAL CARIBBEAN GROUP 0.51% 22.038 M $ 68108 2025/03/31 1.050 M $ 3.33 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 0.51% 21.780 M $ 155875 2023/12/31 -1.689 M $ -5.59 %
2025/09/30 ETR ENTERGY CORP NEW 0.50% 21.462 M $ 230300 2024/06/30 3.875 M $ 12.12 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.49% 21.127 M $ 46200 2025/06/30 2.838 M $ 8.76 %
2025/09/30 EFX EQUIFAX INC 0.49% 21.035 M $ 82000 2022/12/31 0.000 $ 0.00 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.48% 20.853 M $ 537450 2025/06/30 1.801 M $ 5.61 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.48% 20.830 M $ 201550 2025/09/30 0.000 $ 0.00 %
2025/09/30 HUBB HUBBELL INC 0.46% 19.697 M $ 45775 2023/12/31 1.566 M $ 5.36 %
2025/09/30 VMC VULCAN MATLS CO 0.45% 19.488 M $ 63350 2021/09/30 5.159 M $ 17.94 %
2025/09/30 IDA IDACORP INC 0.45% 19.334 M $ 146300 2023/12/31 2.837 M $ 14.47 %
2025/09/30 PPG PPG INDS INC 0.45% 19.303 M $ 183650 2019/09/30 -2.283 M $ -7.60 %
2025/09/30 HIG HARTFORD INSURANCE GROUP INC 0.45% 19.201 M $ 143950 2018/03/31 1.077 M $ 5.14 %
2025/09/30 OC OWENS CORNING NEW 0.44% 18.835 M $ 133150 2024/03/31 958.404 K $ 2.87 %
2025/09/30 OGE OGE ENERGY CORP 0.43% 18.614 M $ 402300 2023/09/30 769.986 K $ 4.26 %
2025/09/30 ROST ROSS STORES INC 0.43% 18.416 M $ 120850 2024/12/31 4.919 M $ 19.45 %
2025/09/30 UMBF UMB FINL CORP 0.42% 18.279 M $ 154450 2024/03/31 2.005 M $ 12.54 %
2025/09/30 RRC RANGE RES CORP 0.42% 18.013 M $ 478550 2023/06/30 -1.186 M $ -7.45 %
2025/09/30 AMH AMERICAN HOMES 4 RENT 0.42% 17.975 M $ 540600 2021/09/30 -2.057 M $ -7.82 %
2025/09/30 PNW PINNACLE WEST CAP CORP 0.41% 17.726 M $ 197700 2025/09/30 0.000 $ 0.00 %
2025/09/30 ESE ESCO TECHNOLOGIES INC 0.40% 17.264 M $ 81775 2024/03/31 1.437 M $ 10.03 %
2025/09/30 DTM DT MIDSTREAM INC 0.39% 16.936 M $ 149800 2025/06/30 330.750 K $ 2.87 %
2025/09/30 AEIS ADVANCED ENERGY INDS 0.38% 16.461 M $ 96750 2025/06/30 3.220 M $ 28.41 %
2025/09/30 BRKR BRUKER CORP 0.37% 16.115 M $ 496000 2024/12/31 -1.866 M $ -21.14 %
2025/09/30 CME CME GROUP INC 0.36% 15.563 M $ 57600 2025/09/30 0.000 $ 0.00 %