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Portfolio (Quarterly) Guide ↗

JUPITER ASSET MANAGEMENT LTD

· CIK 0001215838
13F Portfolio $20.2B AUM 769 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 152 Added 161 Reduced 110 Exited
Page 8 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ECL ECOLAB INC Basic Materials 130,115.0 $36.3M 0.18% -48K -26.8% $278.61 +3.0%
142 CNX CNX RES CORP Energy 1,049,664.0 $35.6M 0.18% +185K +21.4% $33.93 +7.5%
143 OTEX OPEN TEXT CORP Technology 1,599,910.0 $35.4M 0.18% +294K +22.5% $22.13 +11.1%
144 LLY ELI LILLY & CO Healthcare 29,495.0 $35.4M 0.18% +7K +31.0% $1199.43 +4.0%
145 APA APA CORPORATION Energy 1,074,281.0 $35.0M 0.17% +514K +91.7% $32.57 +31.9%
146 PVH PVH CORPORATION Consumer Cyclical 471,051.0 $35.0M 0.17% -68K -12.6% $74.26 +3.7%
147 ADP AUTOMATIC DATA PROCESSING IN Industrials 156,684.0 $35.0M 0.17% -41K -20.9% $223.08 +26.9%
148 BIIB BIOGEN INC Healthcare 160,057.0 $34.6M 0.17% +153K +2141.4% $216.06 +1.0%
149 FDX FEDEX CORP Industrials 110,054.0 $34.5M 0.17% +104K +1610.8% $313.13 +6.7%
150 IDXX IDEXX LABS INC Healthcare 64,248.0 $33.8M 0.17% +37K +133.2% $526.44 +6.3%
151 NVST ENVISTA HOLDINGS CORPORATION Healthcare 1,248,652.0 $32.9M 0.16% -133K -9.6% $26.35 +3.8%
152 MMS MAXIMUS INC Industrials 608,476.0 $32.7M 0.16% +124K +25.6% $53.76 +8.3%
153 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 426,529.0 $32.6M 0.16% -47K -9.9% $76.43 -4.3%
154 MTD METTLER TOLEDO INTERNATIONAL Healthcare 25,391.0 $32.4M 0.16% -9K -26.6% $1277.51 +9.5%
155 POR PORTLAND GEN ELEC CO Utilities 625,627.0 $32.4M 0.16% +608K +3400.4% $51.83 -4.1%
156 RCI ROGERS COMMUNICATIONS INC Communication Services 989,280.0 $32.2M 0.16% +191K +24.0% $32.52 +11.9%
157 FEDERATED HERMES INC 582,453.0 $32.2M 0.16% -4K -0.7% $55.22
158 PECO PHILLIPS EDISON & CO INC Real Estate 770,034.0 $32.0M 0.16% NEW $41.62 -4.8%
159 EQX EQUINOX GOLD CORP Basic Materials 3,253,312.0 $31.7M 0.16% NEW $9.74 +41.3%
160 ULTA ULTA BEAUTY INC Consumer Cyclical 70,109.0 $31.6M 0.16% +15K +27.3% $450.98 +19.5%
Page 8 of 27  ·  537 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 29.2%
Financial Services 16.1%
Healthcare 13.1%
Consumer Cyclical 9.3%
Industrials 8.0%
Communication Services 7.8%
Consumer Defensive 5.6%
Basic Materials 5.2%
Utilities 2.8%
Real Estate 1.7%