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Portfolio (Quarterly) Guide ↗

SCHRODER INVESTMENT MANAGEMENT GROUP

· CIK 0001086619
13F Portfolio $131.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1142 New
Page 38 of 58  ·  1,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 ZTS ZOETIS INC Healthcare 41,439.0 $5.2M 0.00% NEW $125.82 -37.3%
742 BLBD BLUE BIRD CORP Consumer Cyclical 108,975.0 $5.1M 0.00% NEW $46.59 +40.2%
743 LNG CHENIERE ENERGY INC Energy 26,060.0 $5.1M 0.00% NEW $194.39 +26.9%
744 ACVA ACV AUCTIONS INC Consumer Cyclical 622,326.0 $5.1M 0.00% NEW $8.14 -27.3%
745 SRPT SAREPTA THERAPEUTICS INC Healthcare 235,021.0 $5.1M 0.00% NEW $21.49 -22.6%
746 AAXJ ISHARES TR 54,130.0 $5.0M 0.00% NEW $93.12 +21.6%
747 NTES NETEASE INC Technology 36,535.0 $5.0M 0.00% NEW $137.62 -16.8%
748 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,158.0 $5.0M 0.00% NEW $310.24 +15.6%
749 PSX PHILLIPS 66 Energy 38,248.0 $4.9M 0.00% NEW $129.04 +41.3%
750 NSC NORFOLK SOUTHN CORP Industrials 16,873.0 $4.9M 0.00% NEW $290.11 +9.7%
751 PPTA PERPETUA RESOURCES CORP Basic Materials 198,310.0 $4.9M 0.00% NEW $24.52 +0.5%
752 ADUS ADDUS HOMECARE CORP Healthcare 43,446.0 $4.7M 0.00% NEW $108.63 -13.7%
753 KMI KINDER MORGAN INC DEL Energy 170,921.0 $4.7M 0.00% NEW $27.58 +24.4%
754 BBIO BRIDGEBIO PHARMA INC Healthcare 62,357.0 $4.7M 0.00% NEW $75.48 -9.6%
755 MNKD MANNKIND CORP Healthcare 827,853.0 $4.7M 0.00% NEW $5.66 -47.7%
756 NYT NEW YORK TIMES CO Communication Services 67,076.0 $4.7M 0.00% NEW $69.75 +7.9%
757 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 47,093.0 $4.7M 0.00% NEW $98.91 +9.5%
758 MLYS MINERALYS THERAPEUTICS INC Healthcare 130,592.0 $4.6M 0.00% NEW $35.50 -26.7%
759 APOS APOLLO GLOBAL MGMT INC Financial Services 31,691.0 $4.6M 0.00% NEW $146.06 -82.2%
760 WEC WEC ENERGY GROUP INC Utilities 43,074.0 $4.6M 0.00% NEW $106.09 +5.1%
Page 38 of 58  ·  1,142 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 32.1%
Communication Services 13.4%
Financial Services 13.0%
Consumer Cyclical 11.5%
Healthcare 9.5%
Industrials 8.1%
Consumer Defensive 4.0%
Basic Materials 2.3%
Energy 2.1%
Utilities 2.0%