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Portfolio (Quarterly) Guide ↗

SCHRODER INVESTMENT MANAGEMENT GROUP

· CIK 0001086619
13F Portfolio $122.0B AUM 3,326 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New 490 Added 473 Reduced 99 Exited
Page 34 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LECO LINCOLN ELEC HLDGS INC Industrials 41,313.0 $10.1M 0.01% +943.0 +2.3% $243.48 +5.2%
662 PROTAGONIST THERAPEUTICS INC 100,166.0 $10.0M 0.01% NEW $99.87
663 CGON CG ONCOLOGY INC Healthcare 156,327.0 $10.0M 0.01% -125K -44.4% $63.96 -1.8%
664 BBD BANCO BRADESCO S A Financial Services 2,854,492.0 $10.0M 0.01% -891K -23.8% $3.50 -2.1%
665 STT STATE STR CORP Financial Services 80,867.0 $10.0M 0.01% -42K -34.3% $123.42 +22.5%
666 ROST ROSS STORES INC Consumer Cyclical 45,874.0 $9.9M 0.01% -4K -7.9% $216.63 -3.4%
667 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 290,767.0 $9.9M 0.01% +203K +229.9% $33.96 -2.1%
668 MICROCHIP TECHNOLOGY INC. 170,650.0 $9.7M 0.01% +2K +1.1% $56.97
669 EAT BRINKER INTL INC Consumer Cyclical 71,062.0 $9.7M 0.01% +28K +66.0% $136.69 -5.8%
670 NDAQ NASDAQ INC Financial Services 115,771.0 $9.7M 0.01% +13K +12.3% $83.52 +10.4%
671 PNR PENTAIR PLC Industrials 114,783.0 $9.6M 0.01% -464K -80.2% $83.99 -14.6%
672 CLH CLEAN HARBORS INC Industrials 34,151.0 $9.6M 0.01% -946.0 -2.7% $279.76 +6.8%
673 BA BOEING CO Industrials 50,492.0 $9.6M 0.01% $189.21 +15.2%
674 WVE WAVE LIFE SCIENCES LTD Healthcare 1,441,059.0 $9.5M 0.01% +435K +43.2% $6.62 -3.6%
675 NFG NATIONAL FUEL GAS CO Energy 101,178.0 $9.5M 0.01% $93.96 -11.3%
676 DPZ DOMINOS PIZZA INC Consumer Cyclical 26,888.0 $9.5M 0.01% +9K +46.6% $352.94 -13.2%
677 MSTR STRATEGY INC Technology 75,905.0 $9.5M 0.01% -51K -40.3% $124.80 +33.4%
678 RIOT PLATFORMS INC 8,281,000.0 $9.5M 0.01% NEW $1.14
679 REDWOOD TRUST INC 9,356,000.0 $9.4M 0.01% +3.6M +61.3% $1.01
680 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 71,711.0 $9.4M 0.01% -15K -17.6% $131.74 +17.6%
Page 34 of 59  ·  1,178 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 31.4%
Financial Services 12.3%
Communication Services 12.2%
Consumer Cyclical 10.9%
Industrials 8.7%
Healthcare 8.7%
Consumer Defensive 4.4%
Energy 3.7%
Basic Materials 3.1%
Utilities 2.4%