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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 20 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TDY TELEDYNE TECHNOLOGIES INC Technology 24,730.0 $15.0M 0.03% $605.01 +1.2%
382 HPE HEWLETT PACKARD ENTERPRISE C Technology 628,232.0 $15.0M 0.03% $23.81 +109.4%
383 CHTR CHARTER COMMUNICATIONS INC Communication Services 69,251.0 $14.9M 0.03% -718.0 -1.0% $215.88 -38.8%
384 VICI VICI PPTYS INC Real Estate 543,179.0 $14.8M 0.03% +5K +0.9% $27.32 +0.3%
385 OTIS OTIS WORLDWIDE CORP Industrials 192,199.0 $14.8M 0.03% +1K +0.6% $77.08 -9.7%
386 XYL XYLEM INC Industrials 122,944.0 $14.7M 0.03% $119.50 -8.4%
387 BNS BANK NOVA SCOTIA B C Financial Services 211,912.0 $14.7M 0.03% $69.31 +16.8%
388 AXON AXON ENTERPRISE INC Industrials 34,449.0 $14.6M 0.03% +2K +4.9% $424.69 +10.9%
389 IRM IRON MTN INC DEL Real Estate 142,724.0 $14.6M 0.03% $102.14 +20.9%
390 AVB AVALONBAY CMNTYS INC Real Estate 87,215.0 $14.2M 0.03% $163.35 +14.9%
391 FLEX FLEXTRONICS INTL LTD Technology 217,532.0 $14.2M 0.03% $65.46 +130.4%
392 NVR NVR INC Consumer Cyclical 2,159.0 $14.2M 0.03% $6589.83 -6.1%
393 FISV FISERV INC Technology 254,707.0 $14.2M 0.03% $55.80 -5.5%
394 NTRS NORTHERN TR CORP Financial Services 98,965.0 $13.8M 0.03% $139.57 +21.2%
395 WDAY WORKDAY INC Technology 106,308.0 $13.8M 0.03% +11K +11.2% $129.92 +10.7%
396 DVN DEVON ENERGY CORP NEW Energy 271,722.0 $13.7M 0.03% -6K -2.3% $50.32 -10.4%
397 MKL MARKEL GROUP INC Financial Services 7,065.0 $13.5M 0.03% $1914.07 -6.2%
398 IP INTERNATIONAL PAPER CO Consumer Cyclical 376,731.0 $13.4M 0.03% -3K -0.8% $35.70 -8.0%
399 IQVIA HLDGS INC 78,478.0 $13.4M 0.03% $170.54
400 TPL TEXAS PACIFIC LAND CORPORATI Energy 28,199.0 $13.4M 0.03% $474.56 -16.5%
Page 20 of 35  ·  688 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%