TODD ASSET MANAGEMENT LLC Diversified Active

Location: Louisville, KY

CIK: 0001071483 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $5.134B (100.0% shares, 0.0% debt)

Holdings (175)

TEVA TEVA PHARMACEUTICAL INDS LTD 2.3%
Value $118M Shares 3,777,137 Est. Cost $20.21 Unrealized
SAN BANCO SANTANDER SA 1.7%
Value $89.5M Shares 7,630,413 Est. Cost $4.07 Unrealized
RIO RIO TINTO PLC 1.7%
Value $86.82M Shares 1,084,815 Est. Cost $46.28 Unrealized
VALE VALE S A 1.6%
Value $81.3M Shares 6,239,516 Est. Cost $12.80 Unrealized
CB CHUBB LIMITED 1.6%
Value $80.73M Shares 258,656 Est. Cost $246.65 Unrealized +18.5%
BCS BARCLAYS PLC 1.5%
Value $79.55M Shares 3,125,853 Est. Cost $9.11 Unrealized
JPM JPMORGAN CHASE & CO. 1.5%
Value $79.17M Shares 245,701 Est. Cost $156.27 Unrealized +98.1%
QCOM QUALCOMM INC 1.5%
Value $78.41M Shares 458,430 Est. Cost $116.91 Unrealized +46.1%
ING ING GROEP N.V. 1.5%
Value $77.38M Shares 2,763,710 Est. Cost $12.40 Unrealized
JBL JABIL INC 1.5%
Value $76.7M Shares 336,356 Est. Cost $96.56 Unrealized +120.9%
AER AERCAP HOLDINGS NV 1.5%
Value $75.44M Shares 524,728 Est. Cost $60.37 Unrealized +119.4%
NWG NATWEST GROUP PLC 1.4%
Value $74.18M Shares 4,238,670 Est. Cost $6.95 Unrealized
MDT MEDTRONIC PLC 1.4%
Value $73.7M Shares 767,205 Est. Cost $87.72 Unrealized +10.7%
TTE TOTALENERGIES SE 1.4%
Value $72.69M Shares 1,111,295 Est. Cost $63.23 Unrealized 0.0%
GILD GILEAD SCIENCES INC 1.4%
Value $71.65M Shares 583,779 Est. Cost $102.20 Unrealized +18.3%
SHEL SHELL PLC 1.4%
Value $70.6M Shares 960,857 Est. Cost $54.98 Unrealized
AVGO BROADCOM INC 1.3%
Value $68.89M Shares 199,033 Est. Cost $143.35 Unrealized +149.0%
MS MORGAN STANLEY 1.3%
Value $67.19M Shares 378,450 Est. Cost $42.37 Unrealized +292.9%
BKNG BOOKING HOLDINGS INC 1.3%
Value $66M Shares 12,324 Est. Cost $4389.31 Unrealized +17.1%
KR KROGER CO 1.3%
Value $65.22M Shares 1,043,894 Est. Cost $58.31 Unrealized +11.8%
MUFG MITSUBISHI UFJ FINL GROUP IN 1.3%
Value $64.28M Shares 4,053,197 Est. Cost $6.07 Unrealized
CSCO CISCO SYS INC 1.2%
Value $62.8M Shares 815,227 Est. Cost $68.04 Unrealized +8.5%
CMI CUMMINS INC 1.2%
Value $62.67M Shares 122,771 Est. Cost $209.69 Unrealized +122.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value $62.24M Shares 204,789 Est. Cost $103.35 Unrealized
NVS NOVARTIS AG 1.2%
Value $59.87M Shares 434,246 Est. Cost $101.89 Unrealized
PH PARKER-HANNIFIN CORP 1.1%
Value $58.18M Shares 66,194 Est. Cost $328.00 Unrealized +149.3%
CRH CRH PLC 1.1%
Value $58.13M Shares 465,787 Est. Cost $54.36 Unrealized +119.1%
CFG CITIZENS FINL GROUP INC 1.1%
Value $57.91M Shares 991,510 Est. Cost $31.74 Unrealized +68.8%
GOOGL ALPHABET INC 1.1%
Value $55.93M Shares 178,678 Est. Cost $130.48 Unrealized +118.9%
KLAC KLA CORP 1.1%
Value $54.84M Shares 45,136 Est. Cost $467.96 Unrealized +150.4%
IX ORIX CORP 1.0%
Value $53.4M Shares 1,827,626 Est. Cost $33.80 Unrealized
TPR TAPESTRY INC 1.0%
Value $53.04M Shares 415,120 Est. Cost $35.85 Unrealized +218.0%
HCA HCA HEALTHCARE INC 1.0%
Value $52.92M Shares 113,354 Est. Cost $268.03 Unrealized +73.0%
URI UNITED RENTALS INC 1.0%
Value $52.7M Shares 65,118 Est. Cost $245.08 Unrealized +253.8%
ABBV ABBVIE INC 1.0%
Value $51.19M Shares 224,031 Est. Cost $134.19 Unrealized +69.6%
NXPI NXP SEMICONDUCTORS N V 1.0%
Value $50.58M Shares 233,001 Est. Cost $188.07 Unrealized +13.6%
BAC BANK AMERICA CORP 1.0%
Value $50.16M Shares 912,044 Est. Cost $24.03 Unrealized +119.2%
AXP AMERICAN EXPRESS CO 1.0%
Value $49.78M Shares 134,546 Est. Cost $175.44 Unrealized +103.5%
FITB FIFTH THIRD BANCORP 1.0%
Value $49.33M Shares 1,053,835 Est. Cost $31.09 Unrealized +40.4%
VIPS VIPSHOP HLDGS LTD 1.0%
Value $48.95M Shares 2,766,841 Est. Cost $17.01 Unrealized
FSLR FIRST SOLAR INC 1.0%
Value $48.86M Shares 187,034 Est. Cost $212.77 Unrealized +18.5%
BABA ALIBABA GROUP HLDG LTD 0.9%
Value $48.23M Shares 329,018 Est. Cost $89.75 Unrealized
T AT&T INC 0.9%
Value $47.77M Shares 1,923,211 Est. Cost $26.41 Unrealized -4.3%
KB KB FINL GROUP INC 0.9%
Value $47.73M Shares 554,740 Est. Cost $43.13 Unrealized
MO ALTRIA GROUP INC 0.9%
Value $46.7M Shares 809,985 Est. Cost $38.62 Unrealized +53.7%
NTES NETEASE INC 0.9%
Value $46.31M Shares 336,485 Est. Cost $100.39 Unrealized
MCK MCKESSON CORP 0.9%
Value $45.65M Shares 55,653 Est. Cost $573.42 Unrealized +42.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value $45.47M Shares 547,824 Est. Cost $73.76 Unrealized +1.2%
BTI BRITISH AMERN TOB PLC 0.9%
Value $45.31M Shares 800,230 Est. Cost $42.23 Unrealized
MFC MANULIFE FINL CORP 0.9%
Value $45.03M Shares 1,241,208 Est. Cost $28.48 Unrealized +19.2%
ITUB ITAU UNIBANCO HLDG S A 0.9%
Value $44.73M Shares 6,246,550 Est. Cost $6.71 Unrealized
DELL DELL TECHNOLOGIES INC 0.9%
Value $43.82M Shares 348,103 Est. Cost $70.63 Unrealized +99.3%
BWA BORGWARNER INC 0.8%
Value $43.42M Shares 963,518 Est. Cost $37.93 Unrealized +15.2%
HII HUNTINGTON INGALLS INDS INC 0.8%
Value $43.22M Shares 127,089 Est. Cost $248.09 Unrealized +24.8%
BK BANK NEW YORK MELLON CORP 0.8%
Value $43.07M Shares 370,998 Est. Cost $98.25 Unrealized +12.5%
AMGN AMGEN INC 0.8%
Value $42.15M Shares 128,765 Est. Cost $149.41 Unrealized +111.5%
GEN GEN DIGITAL INC 0.8%
Value $42.09M Shares 1,548,083 Est. Cost $26.96 Unrealized -0.4%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value $41.75M Shares 140,962 Est. Cost $129.90 Unrealized +130.0%
NRG NRG ENERGY INC 0.8%
Value $41.18M Shares 258,602 Est. Cost $114.83 Unrealized +44.0%
SLF SUN LIFE FINANCIAL INC. 0.8%
Value $40.94M Shares 656,126 Est. Cost $42.93 Unrealized +40.7%
J JACOBS SOLUTIONS INC 0.8%
Value $40.55M Shares 306,112 Est. Cost $93.87 Unrealized +56.0%
YUMC YUM CHINA HLDGS INC 0.8%
Value $40.28M Shares 843,664 Est. Cost $46.42 Unrealized -1.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.8%
Value $39.21M Shares 478,090 Est. Cost $75.84 Unrealized +2.7%
AMP AMERIPRISE FINL INC 0.8%
Value $39.21M Shares 79,968 Est. Cost $300.00 Unrealized +57.9%
TXT TEXTRON INC 0.7%
Value $38.12M Shares 437,300 Est. Cost $81.12 Unrealized +3.1%
AKAM AKAMAI TECHNOLOGIES INC 0.7%
Value $37.51M Shares 429,949 Est. Cost $87.68 Unrealized -6.2%
DKS DICKS SPORTING GOODS INC 0.7%
Value $37.28M Shares 188,326 Est. Cost $129.90 Unrealized +67.2%
FTI TECHNIPFMC PLC 0.7%
Value $36.8M Shares 825,835 Est. Cost $38.47 Unrealized +9.7%
PBR PETROLEO BRASILEIRO SA PETRO 0.7%
Value $36.26M Shares 3,059,639 Est. Cost $14.12 Unrealized
ZTO ZTO EXPRESS CAYMAN INC 0.7%
Value $35.45M Shares 1,697,019 Est. Cost $22.73 Unrealized
PDD PDD HOLDINGS INC 0.7%
Value $35.41M Shares 312,283 Est. Cost $126.66 Unrealized
APO APOLLO GLOBAL MGMT INC 0.7%
Value $35.17M Shares 242,944 Est. Cost $112.40 Unrealized +17.9%
MAS MASCO CORP 0.7%
Value $34.27M Shares 539,991 Est. Cost $62.18 Unrealized +4.1%
SNY SANOFI SA 0.7%
Value $33.4M Shares 689,227 Est. Cost $51.23 Unrealized
GM GENERAL MTRS CO 0.6%
Value $32.49M Shares 399,488 Est. Cost $45.46 Unrealized +54.9%
EXPE EXPEDIA GROUP INC 0.6%
Value $32.4M Shares 114,374 Est. Cost $138.78 Unrealized +77.9%
OKE ONEOK INC NEW 0.6%
Value $32.32M Shares 439,725 Est. Cost $72.12 Unrealized -2.3%
SRE SEMPRA 0.6%
Value $31.85M Shares 360,795 Est. Cost $72.51 Unrealized +24.9%
SNN SMITH & NEPHEW PLC 0.6%
Value $30.99M Shares 944,578 Est. Cost $35.48 Unrealized
FMS FRESENIUS MEDICAL CARE AG 0.6%
Value $30.65M Shares 1,286,763 Est. Cost $27.10 Unrealized
HDB HDFC BANK LTD 0.6%
Value $29.54M Shares 808,373 Est. Cost $49.68 Unrealized
SYF SYNCHRONY FINANCIAL 0.6%
Value $28.98M Shares 347,367 Est. Cost $35.62 Unrealized +114.3%
DOX AMDOCS LTD 0.6%
Value $28.93M Shares 359,286 Est. Cost $88.03 Unrealized -9.3%
UAL UNITED AIRLS HLDGS INC 0.6%
Value $28.85M Shares 258,019 Est. Cost $73.67 Unrealized +37.2%
C CITIGROUP INC 0.6%
Value $28.74M Shares 246,314 Est. Cost $103.64 Unrealized 0.0%
INCY INCYTE CORP 0.5%
Value $28M Shares 283,463 Est. Cost $58.13 Unrealized +66.4%
STT STATE STR CORP 0.5%
Value $27.91M Shares 216,346 Est. Cost $72.32 Unrealized +64.5%
WFC WELLS FARGO CO NEW 0.5%
Value $27.74M Shares 297,601 Est. Cost $57.44 Unrealized +50.8%
RL RALPH LAUREN CORP 0.5%
Value $27.67M Shares 78,247 Est. Cost $171.51 Unrealized +98.2%
AIG AMERICAN INTL GROUP INC 0.5%
Value $26.43M Shares 308,961 Est. Cost $70.94 Unrealized +12.3%
TKO TKO GROUP HOLDINGS INC 0.5%
Value $26.15M Shares 125,120 Est. Cost $193.76 Unrealized 0.0%
APTV APTIV PLC 0.5%
Value $26.12M Shares 343,261 Est. Cost $80.28 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.5%
Value $25.89M Shares 709,520 Est. Cost $31.90 Unrealized +6.4%
OMC OMNICOM GROUP INC 0.5%
Value $25.49M Shares 315,693 Est. Cost $75.76 Unrealized 0.0%
JD JD.COM INC 0.5%
Value $25.46M Shares 887,059 Est. Cost $34.95 Unrealized
ADBE ADOBE INC 0.5%
Value $25.21M Shares 72,026 Est. Cost $378.57 Unrealized -10.2%
CCK CROWN HLDGS INC 0.5%
Value $24.74M Shares 240,231 Est. Cost $97.34 Unrealized 0.0%
GL GLOBE LIFE INC 0.5%
Value $24.66M Shares 176,292 Est. Cost $135.45 Unrealized 0.0%
NTAP NETAPP INC 0.4%
Value $22.17M Shares 207,024 Est. Cost $93.51 Unrealized +21.5%
BBY BEST BUY INC 0.4%
Value $21.68M Shares 323,951 Est. Cost $68.68 Unrealized +9.9%
RCL ROYAL CARIBBEAN GROUP 0.4%
Value $21.59M Shares 77,407 Est. Cost $155.18 Unrealized +81.5%
SONY SONY GROUP CORP 0.4%
Value $21.33M Shares 833,175 Est. Cost $30.17 Unrealized
DVA DAVITA INC 0.4%
Value $21.16M Shares 186,274 Est. Cost $135.46 Unrealized -10.2%
AZO AUTOZONE INC 0.4%
Value $20.85M Shares 6,148 Est. Cost $1169.31 Unrealized +223.1%
PGR PROGRESSIVE CORP 0.4%
Value $20.25M Shares 88,925 Est. Cost $150.98 Unrealized +40.6%
LEN LENNAR CORP 0.4%
Value $19.79M Shares 192,542 Est. Cost $123.58 Unrealized -2.3%
NFLX NETFLIX INC 0.4%
Value $19.73M Shares 210,430 Est. Cost $107.81 Unrealized 0.0%
CDW CDW CORP 0.4%
Value $19.47M Shares 142,957 Est. Cost $180.87 Unrealized -18.7%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $18.98M Shares 466,054 Est. Cost $35.13 Unrealized +15.2%
ORCL ORACLE CORP 0.4%
Value $18.88M Shares 96,859 Est. Cost $103.00 Unrealized +131.1%
DLR DIGITAL RLTY TR INC 0.3%
Value $13.45M Shares 86,945 Est. Cost $151.63 Unrealized +7.6%
UL UNILEVER PLC 0.1%
Value $7.074M Shares 108,172 Est. Cost $65.40 Unrealized
MSFT MICROSOFT CORP 0.1%
Value $5.795M Shares 11,983 Est. Cost $79.13 Unrealized +532.6%
DB DEUTSCHE BANK A G 0.1%
Value $5.184M Shares 134,444 Est. Cost $34.09 Unrealized +5.9%
ACWX ISHARES TR 0.1%
Value $5.027M Shares 74,889 Est. Cost $62.25 Unrealized
GFI GOLD FIELDS LTD 0.1%
Value $4.942M Shares 113,185 Est. Cost $43.66 Unrealized
KT KT CORP 0.1%
Value $4.905M Shares 258,570 Est. Cost $13.28 Unrealized
BP BP PLC 0.1%
Value $4.891M Shares 140,833 Est. Cost $30.68 Unrealized
AAPL APPLE INC 0.1%
Value $4.683M Shares 17,226 Est. Cost $83.84 Unrealized +220.1%
AEG AEGON LTD 0.1%
Value $4.68M Shares 607,018 Est. Cost $6.67 Unrealized
ALV AUTOLIV INC 0.1%
Value $4.675M Shares 39,388 Est. Cost $96.43 Unrealized +23.8%
SKM SK TELECOM CO LTD 0.1%
Value $4.575M Shares 222,868 Est. Cost $21.40 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value $4.24M Shares 83,329 Est. Cost $63.86 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value $4.11M Shares 6,027 Est. Cost $651.47 Unrealized
SSRM SSR MINING IN 0.1%
Value $4.102M Shares 187,131 Est. Cost $22.26 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value $3.732M Shares 20,010 Est. Cost $94.27 Unrealized +97.5%
PHM PULTE GROUP INC 0.1%
Value $2.748M Shares 23,438 Est. Cost $21.76 Unrealized +462.7%
TEL TE CONNECTIVITY PLC 0.0%
Value $2.539M Shares 11,160 Est. Cost $146.90 Unrealized +57.4%
TXRH TEXAS ROADHOUSE INC 0.0%
Value $2.419M Shares 14,572 Est. Cost $70.56 Unrealized +139.2%
NVR NVR INC 0.0%
Value $2.377M Shares 326 Est. Cost $5870.94 Unrealized +27.3%
XOM EXXON MOBIL CORP 0.0%
Value $2.324M Shares 19,314 Est. Cost $99.90 Unrealized +15.6%
PM PHILIP MORRIS INTL INC 0.0%
Value $2.249M Shares 14,022 Est. Cost $58.89 Unrealized +160.8%
CVX CHEVRON CORP NEW 0.0%
Value $2.229M Shares 14,628 Est. Cost $103.68 Unrealized +46.0%
HD HOME DEPOT INC 0.0%
Value $1.814M Shares 5,271 Est. Cost $224.26 Unrealized +62.6%
LNC LINCOLN NATL CORP IND 0.0%
Value $1.755M Shares 39,402 Est. Cost $22.06 Unrealized +86.7%
ON ON SEMICONDUCTOR CORP 0.0%
Value $1.714M Shares 31,660 Est. Cost $38.37 Unrealized +33.7%
MUB ISHARES TR 0.0%
Value $1.676M Shares 15,648 Est. Cost $107.11 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.0%
Value $1.419M Shares 19,250 Est. Cost $45.65 Unrealized +48.9%
FLEX FLEX LTD 0.0%
Value $1.409M Shares 23,328 Est. Cost $26.58 Unrealized +132.4%
GIS GENERAL MLS INC 0.0%
Value $1.337M Shares 28,742 Est. Cost $51.51 Unrealized -7.9%
MCD MCDONALDS CORP 0.0%
Value $1.317M Shares 4,308 Est. Cost $114.45 Unrealized +166.6%
OHI OMEGA HEALTHCARE INVS INC 0.0%
Value $1.31M Shares 29,536 Est. Cost $31.40 Unrealized
PSX PHILLIPS 66 0.0%
Value $1.266M Shares 9,811 Est. Cost $92.64 Unrealized +44.7%
IQV IQVIA HLDGS INC 0.0%
Value $1.174M Shares 5,208 Est. Cost $200.78 Unrealized +8.4%
UNP UNION PAC CORP 0.0%
Value $1.135M Shares 4,905 Est. Cost $71.03 Unrealized +220.0%
MMM 3M CO 0.0%
Value $1.133M Shares 7,075 Est. Cost $80.81 Unrealized +101.9%
ELV ELEVANCE HEALTH INC FORMERLY 0.0%
Value $1.115M Shares 3,182 Est. Cost $341.64 Unrealized -1.4%
COP CONOCOPHILLIPS 0.0%
Value $959K Shares 10,244 Est. Cost $97.00 Unrealized -7.2%
TFC TRUIST FINL CORP 0.0%
Value $955K Shares 19,402 Est. Cost $33.65 Unrealized +36.1%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $936K Shares 53,931 Est. Cost $11.11 Unrealized +46.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $875K Shares 3,552 Est. Cost $91.42 Unrealized +170.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $872K Shares 2,641 Est. Cost $480.74 Unrealized -29.9%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value $709K Shares 4,170 Est. Cost $119.94 Unrealized +27.8%
RTX RTX CORPORATION 0.0%
Value $694K Shares 3,785 Est. Cost $112.99 Unrealized +53.4%
JNJ JOHNSON & JOHNSON 0.0%
Value $680K Shares 3,288 Est. Cost $76.87 Unrealized +156.3%
ROST ROSS STORES INC 0.0%
Value $638K Shares 3,544 Est. Cost $91.16 Unrealized +82.8%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value $579K Shares 21,387 Est. Cost $21.05 Unrealized
BLK BLACKROCK INC 0.0%
Value $565K Shares 528 Est. Cost $991.05 Unrealized +9.9%
MGA MAGNA INTL INC 0.0%
Value $496K Shares 9,307 Est. Cost $44.21 Unrealized +10.5%
ALKS ALKERMES PLC 0.0%
Value $471K Shares 16,845 Est. Cost $28.63 Unrealized +4.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $449K Shares 3,749 Est. Cost $57.92 Unrealized +98.2%
BSV VANGUARD BD INDEX FDS 0.0%
Value $409K Shares 5,192 Est. Cost $80.21 Unrealized
CWI SPDR INDEX SHS FDS 0.0%
Value $405K Shares 11,272 Est. Cost $35.92 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $395K Shares 2,754 Est. Cost $83.81 Unrealized +75.6%
EMR EMERSON ELEC CO 0.0%
Value $387K Shares 2,918 Est. Cost $58.78 Unrealized +125.2%
NGG NATIONAL GRID PLC 0.0%
Value $386K Shares 4,994 Est. Cost $66.48 Unrealized
EQNR EQUINOR ASA 0.0%
Value $377K Shares 15,944 Est. Cost $28.88 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $339K Shares 6,287 Est. Cost $52.24 Unrealized -9.0%
AON AON PLC 0.0%
Value $320K Shares 907 Est. Cost $317.55 Unrealized +10.0%
MPC MARATHON PETE CORP 0.0%
Value $308K Shares 1,896 Est. Cost $109.92 Unrealized +69.6%
PWR QUANTA SVCS INC 0.0%
Value $235K Shares 556 Est. Cost $320.76 Unrealized +36.9%
SYBT STOCK YDS BANCORP INC 0.0%
Value $228K Shares 3,518 Est. Cost $57.68 Unrealized +16.5%
TIP ISHARES TR 0.0%
Value $226K Shares 2,060 Est. Cost $113.56 Unrealized
LLY ELI LILLY & CO 0.0%
Value $218K Shares 203 Est. Cost $955.55 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.0%
Value $142K Shares 10,191 Est. Cost $24.45 Unrealized -31.8%