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Portfolio (Quarterly) Guide ↗

Mondrian Investment Partners LTD

· CIK 0001317724
13F Portfolio $6.5B AUM 111 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 31 Added 49 Reduced 13 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Fidelity Msci Health Care Inde 2.0 $152.0 NEW $76.00
Page 2 of 2  ·  21 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
Healthcare 20.0%
Technology 17.6%
Financial Services 17.3%
Consumer Cyclical 15.4%
Consumer Defensive 8.2%
Energy 8.1%
Communication Services 5.6%
Real Estate 3.1%
Basic Materials 3.0%
Industrials 1.6%