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Portfolio (Quarterly) Guide ↗

ROYAL LONDON ASSET MANAGEMENT LTD

· CIK 0000863748
13F Portfolio $47.7B AUM 688 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 218 Added 216 Reduced 32 Exited
Page 10 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LEN LENNAR CORP Consumer Cyclical 81,068.0 $7.0M 0.01% +5K +7.2% $86.84 +4.5%
182 FOX FOX CORP Communication Services 127,722.0 $6.8M 0.01% +6K +4.7% $53.10 +13.6%
183 TEAM ATLASSIAN CORPORATION Technology 96,846.0 $6.6M 0.01% +16K +20.1% $68.25 +43.4%
184 JBS N.V. 359,600.0 $6.5M 0.01% +216K +150.9% $17.96
185 DD DUPONT DE NEMOURS INC Basic Materials 139,746.0 $6.4M 0.01% +9K +6.5% $45.80 +2.6%
186 OKTA OKTA INC Technology 78,282.0 $6.2M 0.01% +5K +6.3% $78.71 +48.5%
187 KEY KEYCORP Financial Services 304,292.0 $6.1M 0.01% +11K +3.6% $20.05 +8.7%
188 WY WEYERHAEUSER CO Real Estate 244,278.0 $6.0M 0.01% +9K +3.8% $24.43 +0.2%
189 JKHY HENRY JACK & ASSOC INC Technology 36,838.0 $5.8M 0.01% +2K +6.7% $158.04 -20.0%
190 CHKP CHECK POINT SOFTWARE TECH LT Technology 40,592.0 $5.8M 0.01% +869.0 +2.2% $142.85 -9.5%
191 SOFI SOFI TECHNOLOGIES INC Financial Services 342,020.0 $5.4M 0.01% +294K +611.5% $15.88 +3.9%
192 NWSA NEWS CORP NEW Communication Services 199,772.0 $5.0M 0.01% +30K +17.7% $25.08 +7.9%
193 ENB ENBRIDGE INC Energy 90,826.0 $4.9M 0.01% +1K +1.3% $54.14 +2.2%
194 NTRA NATERA INC Healthcare 23,474.0 $4.7M 0.01% +18K +311.5% $199.99 +6.7%
195 DOCU DOCUSIGN INC Technology 97,646.0 $4.7M 0.01% +6K +6.0% $47.65 -3.1%
196 ALAB ASTERA LABS INC Technology 41,929.0 $4.6M 0.01% +37K +736.4% $109.60 +216.0%
197 AMRIZE LTD 69,998.0 $3.9M 0.01% +26K +59.9% $56.02
198 EME EMCOR GROUP INC Industrials 5,034.0 $3.7M 0.01% +107.0 +2.2% $738.31 +11.6%
199 STNE STONECO LTD Technology 248,600.0 $3.5M 0.01% +183K +280.7% $14.12 -25.1%
200 Z ZILLOW GROUP INC Communication Services 71,334.0 $3.0M 0.01% +5K +7.5% $41.38 -15.3%
Page 10 of 11  ·  218 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Healthcare 13.9%
Financial Services 11.5%
Consumer Cyclical 10.0%
Industrials 9.8%
Communication Services 9.4%
Consumer Defensive 4.7%
Energy 3.7%
Basic Materials 2.3%
Utilities 2.2%