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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 40 of 58  ·  1,142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ADNT ADIENT PLC Consumer Cyclical 213,002.0 $4.1M 0.00% NEW $19.47 +5.8%
782 WDAY WORKDAY INC Technology 19,272.0 $4.1M 0.00% NEW $214.78 -39.8%
783 KYMR KYMERA THERAPEUTICS INC Healthcare 52,671.0 $4.1M 0.00% NEW $78.12 +0.0%
784 CPRT COPART INC Industrials 104,915.0 $4.1M 0.00% NEW $39.15 -15.4%
785 AFG AMERICAN FINL GROUP INC OHIO Financial Services 29,997.0 $4.1M 0.00% NEW $136.68 +0.2%
786 OMF ONEMAIN HLDGS INC Financial Services 60,318.0 $4.1M 0.00% NEW $67.96 -22.2%
787 ADT ADT INC DEL Industrials 508,410.0 $4.1M 0.00% NEW $8.05 -13.3%
788 SNY SANOFI SA Healthcare 83,742.0 $4.1M 0.00% NEW $48.74 -10.6%
789 IMTX IMMATICS N.V Healthcare 402,352.0 $4.1M 0.00% NEW $10.07 +6.3%
790 BLACKSTONE MORTGAGE TRUST IN 4,100,000.0 $4.0M 0.00% NEW $0.99
791 TERN TERNS PHARMACEUTICALS INC Healthcare 99,360.0 $4.0M 0.00% NEW $40.59 +30.5%
792 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 175,635.0 $4.0M 0.00% NEW $22.78 -1.4%
793 NOC NORTHROP GRUMMAN CORP Industrials 6,961.0 $4.0M 0.00% NEW $574.57 -3.2%
794 BCYC BICYCLE THERAPEUTICS PLC Healthcare 584,770.0 $4.0M 0.00% NEW $6.80 -35.0%
795 KFY KORN FERRY Industrials 59,224.0 $4.0M 0.00% NEW $66.87 -2.2%
796 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,341.0 $3.9M 0.00% NEW $622.66 -14.5%
797 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 68,530.0 $3.9M 0.00% NEW $57.49 +34.9%
798 AEP AMERICAN ELEC PWR CO INC Utilities 33,643.0 $3.9M 0.00% NEW $115.99 +11.1%
799 TTD THE TRADE DESK INC Technology 102,005.0 $3.9M 0.00% NEW $38.12 -44.5%
800 DISC MEDICINE INC 50,103.0 $3.9M 0.00% NEW $76.89
Page 40 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%