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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 50 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ARES ARES MANAGEMENT CORPORATION Financial Services 13,409.0 $1.4M 0.00% +6K +73.9% $107.66 +14.6%
982 STRL STERLING INFRASTRUCTURE INC Industrials 3,723.0 $1.4M 0.00% NEW $382.55 +132.4%
983 LNN LINDSAY CORP Industrials 12,050.0 $1.4M 0.00% +2K +16.9% $117.63 -9.5%
984 PONY AI INC 149,171.0 $1.4M 0.00% -3K -2.1% $9.44
985 ENIC ENEL CHILE SA Utilities 365,342.0 $1.4M 0.00% -53K -12.6% $3.82 +13.4%
986 OMF ONEMAIN HLDGS INC Financial Services 26,699.0 $1.4M 0.00% -34K -55.7% $52.22 +3.3%
987 OCUL OCULAR THERAPEUTIX INC Healthcare 188,368.0 $1.4M 0.00% +129K +217.7% $7.40 +28.4%
988 CINF CINCINNATI FINL CORP Financial Services 8,899.0 $1.4M 0.00% $156.42 +6.4%
989 GPN GLOBAL PMTS INC Industrials 20,372.0 $1.4M 0.00% +249.0 +1.2% $67.30 +0.0%
990 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,058.0 $1.4M 0.00% -7K -30.3% $90.11 +11.8%
991 TRMB TRIMBLE INC Technology 20,758.0 $1.4M 0.00% +2K +8.1% $65.23 -14.5%
992 CHTR CHARTER COMMUNICATIONS INC Communication Services 6,262.0 $1.4M 0.00% -24K -79.0% $215.88 -35.0%
993 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 82,557.0 $1.3M 0.00% -2K -2.2% $16.32 -6.7%
994 HP HELMERICH & PAYNE INC Energy 37,483.0 $1.3M 0.00% NEW $35.84 +9.9%
995 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 18,089.0 $1.3M 0.00% NEW $73.65 +8.7%
996 VSEC VSE CORP Industrials 8,042.0 $1.3M 0.00% +3K +65.6% $165.37 +8.3%
997 ORKA ORUKA THERAPEUTICS INC Healthcare 29,184.0 $1.3M 0.00% $45.52 +40.4%
998 HUM HUMANA INC Healthcare 7,901.0 $1.3M 0.00% -3K -25.5% $166.00 +81.5%
999 INVH INVITATION HOMES INC Real Estate 52,874.0 $1.3M 0.00% +504.0 +1.0% $24.77 +15.0%
1000 XHB SPDR SERIES TRUST 13,221.0 $1.3M 0.00% +5K +60.8% $98.72 -2.4%
Page 50 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%