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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 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TDIV First Tr Exchange Traded Fd Vi 69.0 $8K NEW $114.32 -0.3%
102 IXJ Ishares Global Healthcare Etf 62.0 $6K NEW $98.79 +8.1%
103 DEM Wisdomtree Tr Emer Mkt High Fd 50.0 $3K +26.0 +108.3% $53.56 +3.1%
104 ABEV Ambev S A Adr Consumer Defensive 823.0 $3K -40K -98.0% $3.14 -7.8%
105 XSW State Street Spdr S&P Software 10.0 $2K NEW $178.60 +12.7%
106 NGG National Grid Plc Spon Adr Utilities 21.0 $2K NEW $83.14 -3.2%
107 JXI Ishares Global Utilites Etf 20.0 $2K NEW $86.85 -5.5%
108 EXI Ishares S&P Gbl Ind Etf 4.0 $879.0 NEW $219.75 -8.1%
109 IXC Ishares Global Energy Etf 18.0 $863.0 NEW $47.94 +19.6%
110 EEM Ishares Msci Emerging Mkts Etf 8.0 $560.0 -4.0 -33.3% $70.00 -4.4%
111 Fidelity Msci Health Care Inde 2.0 $152.0 NEW $76.00
Page 6 of 6  ·  111 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%