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CIK: 0002045792
Total reported value
$3.7M
$3.7M
28 檔
34.9%
The Q2 2026 SEC filing reveals that Longboard Asset Management, LP held a total portfolio value of $3.7M, covering 28 public equity positions.
Longboard Asset Management, LP executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 10 holdings and trimming 0 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | Stock-Financials | 4.53% | +2.39% | — | |
| 2 | LNT | Alliant Energy CORP | Stock-Utilities | 4.50% | -4.50% | EXIT | |
| 3 | IVT | Inventrust Properties CORP | Stock-Other | 4.49% | +1.65% | — | |
| 4 | SO | Southern Co/the | Stock-Utilities | 4.13% | +1.61% | — | |
| 5 | CNP | Centerpoint Energy Inc | Stock-Utilities | 4.07% | +1.39% | — | |
| 6 | AEE | Ameren Corporation | Stock-Utilities | 4.07% | +1.67% | — | |
| 7 | GL | Globe Life Inc | Stock-Financials | 4.06% | +1.97% | — | |
| 8 | XEL | Xcel Energy Inc | Stock-Utilities | 3.87% | +1.57% | — | |
| 9 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 3.86% | +2.33% | — | |
| 10 | CMS | Cms Energy CORP | Stock-Utilities | 3.82% | -3.82% | EXIT | |
| 11 | AVA | Avista CORP | Stock-Utilities | 3.78% | -3.78% | EXIT | |
| 12 | REG | Regency Centers CORP | Stock-Real Estate | 3.75% | +1.67% | — | |
| 13 | CINF | Cincinnati Financial CORP | Stock-Financials | 3.73% | -3.73% | EXIT | |
| 14 | HMN | Horace Mann Educators | Stock-Other | 3.73% | -3.73% | EXIT | |
| 15 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 3.68% | +2.81% | — | |
| 16 | D | Dominion Energy Inc | Stock-Utilities | 3.66% | -3.66% | EXIT | |
| 17 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.60% | +2.76% | — | |
| 18 | WBS | Webster Financial CORP | Stock-Financials | 3.58% | -3.58% | EXIT | |
| 19 | FNB | Fnb CORP | Stock-Financials | 3.52% | +1.58% | — | |
| 20 | EXC | Exelon CORP | Stock-Utilities | 3.41% | -3.41% | EXIT | |
| 21 | CSX | Csx CORP | Stock-Industrials | 3.40% | -3.40% | EXIT | |
| 22 | GTX | Garrett Motion Inc | Stock-Consumer Disc | 3.40% | -3.40% | EXIT | |
| 23 | POR | Portland General Electric Co | Stock-Utilities | 3.39% | -3.39% | EXIT | |
| 24 | DX | Dynex Capital Inc | Stock-Other | 3.36% | +1.22% | — | |
| 25 | NWBI | Northwest Bancshares Inc | Stock-Other | 2.72% | +1.56% | — | |
| 26 | SHO | Sunstone Hotel Investors Inc | Stock-Other | 2.07% | +1.19% | — | |
| 27 | ARI | Apollo Commercial Real Estat | Stock-Other | 2.00% | -0.14% | +5.90% | |
| 28 | MFA | Mfa Financial Inc | Stock-Other | 1.81% | +0.54% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GL | Globe Life Inc | +4.1% | NEW | New buy |
| 2 | THG | Hanover Insurance Group Inc/ | +3.9% | NEW | New buy |
| 3 | CINF | Cincinnati Financial CORP | +3.7% | NEW | New buy |
| 4 | HMN | Horace Mann Educators | +3.7% | NEW | New buy |
| 5 | D | Dominion Energy Inc | +3.7% | NEW | New buy |
| 6 | WBS | Webster Financial CORP | +3.6% | NEW | New buy |
| 7 | CSX | Csx CORP | +3.4% | NEW | New buy |
| 8 | GTX | Garrett Motion Inc | +3.4% | NEW | New buy |
| 9 | SHO | Sunstone Hotel Investors Inc | +2.1% | NEW | New buy |
| 10 | MFA | Mfa Financial Inc | +1.8% | NEW | New buy |
| 11 | IVT | Inventrust Properties CORP | +0.5% | — | Unchanged |
| 12 | NWBI | Northwest Bancshares Inc | +0.4% | — | Unchanged |
| 13 | FNB | Fnb CORP | +0.3% | — | Unchanged |
| 14 | AFL | Aflac Inc | +0.2% | — | Unchanged |
| 15 | DGX | Quest Diagnostics Inc | +0.2% | — | Unchanged |
| 16 | LNT | Alliant Energy CORP | +0.1% | — | Unchanged |
| 17 | REG | Regency Centers CORP | +0.1% | — | Unchanged |
| 18 | ARI | Apollo Commercial Real Estat | +0.1% | +5.90% | Add |
| 19 | LH | Labcorp Holdings Inc | +0.1% | — | Unchanged |
| 20 | AEE | Ameren Corporation | 0% | — | Unchanged |
| 21 | DX | Dynex Capital Inc | 0% | — | Unchanged |
| 22 | CNP | Centerpoint Energy Inc | 0% | — | Unchanged |
| 23 | AVA | Avista CORP | 0% | — | Unchanged |
| 24 | XEL | Xcel Energy Inc | -0.1% | — | Unchanged |
| 25 | SO | Southern Co/the | -0.2% | — | Unchanged |
| 26 | POR | Portland General Electric Co | -0.2% | — | Unchanged |
| 27 | CMS | Cms Energy CORP | -0.2% | — | Unchanged |
| 28 | EXC | Exelon CORP | -0.3% | — | Unchanged |
| 29 | FPI | Farmland Partners Inc | -2.1% | EXIT | Sold out |
| 30 | LADR | Ladder Capital Corp-reit | -2.4% | EXIT | Sold out |
| 31 | PMT | Pennymac Mortgage Investment | -2.6% | EXIT | Sold out |
| 32 | SCI | Service CORP International | -3.5% | EXIT | Sold out |
| 33 | BNY | Bank Of New York Mellon CORP | -3.5% | EXIT | Sold out |
| 34 | SPG | Simon Property Group Inc | -3.7% | EXIT | Sold out |
| 35 | BNL | Broadstone Net Lease Inc | -3.7% | EXIT | Sold out |
| 36 | OGE | Oge Energy CORP | -4.1% | EXIT | Sold out |
| 37 | WEC | Wec Energy Group Inc | -4.4% | EXIT | Sold out |
| 38 | FE | Firstenergy CORP | -4.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Longboard Asset Management, LP reported a total U.S. public equity portfolio value of $3.7M across 28 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including AFL, LNT, IVT) accounted for 34.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
GL
市值: $241.9K
Top Position Liquidated / Trimmed
FE
前期市值: $252.2K
During Q2 2026, Longboard Asset Management, LP's top holdings by market value included AFL (4.5%)、LNT (4.5%)、IVT (4.5%). The largest single position, AFL, represented 4.5% of total portfolio value.
In Q2 2026, Longboard Asset Management, LP made 21 total portfolio adjustments, initiating 10 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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