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Portfolio (Quarterly) Guide ↗

AIA Group Ltd

· CIK 0001522877
13F Portfolio $8.0B AUM 407 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 98 Added 130 Reduced 45 Exited
Page 10 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KT KT CORP Communication Services 199,959.0 $3.5M 0.04% $17.28 +9.7%
182 NVR NVR INC Consumer Cyclical 497.0 $3.4M 0.04% -131.0 -20.9% $6813.40 -6.1%
183 MDB MONGODB INC Technology 9,700.0 $3.3M 0.04% NEW $335.90 +19.9%
184 MPC MARATHON PETE CORP Energy 12,561.0 $3.2M 0.04% -4K -23.5% $255.67 +41.8%
185 YMM FULL TRUCK ALLIANCE CO LTD Technology 392,296.0 $3.2M 0.04% -115K -22.7% $8.12 +3.8%
186 AMERICA MOVIL SAB DE CV 121,772.0 $3.2M 0.04% $25.99
187 HCM HUTCHMED CHINA LTD Healthcare 291,229.0 $3.1M 0.04% $10.76 +13.2%
188 ACM AECOM Industrials 44,281.0 $3.1M 0.04% -8K -15.2% $69.80 -6.9%
189 WPM WHEATON PRECIOUS METALS CORP Basic Materials 26,839.0 $3.0M 0.04% $112.32 +42.6%
190 CNC CENTENE CORP DEL Healthcare 46,031.0 $3.0M 0.04% -23K -33.0% $64.19 +2.3%
191 INGERSOLL RAND INC 35,640.0 $2.9M 0.04% -17K -32.5% $81.99
192 J JACOBS SOLUTIONS INC Industrials 23,164.0 $2.9M 0.04% +4K +21.2% $126.00 +20.3%
193 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 23,475.0 $2.9M 0.04% +14K +144.6% $123.11 +32.4%
194 HEI HEICO CORP NEW Industrials 7,840.0 $2.8M 0.04% -5K -39.6% $356.19 -1.0%
195 UMC UNITED MICROELECTRONICS CORP Technology 102,286.0 $2.8M 0.04% +11K +12.7% $27.21 -30.0%
196 TSN TYSON FOODS INC Consumer Defensive 45,960.0 $2.6M 0.03% NEW $57.25 +1.1%
197 QFIN QFIN HOLDINGS INC Financial Services 160,228.0 $2.5M 0.03% NEW $15.81 -30.5%
198 WYNN WYNN RESORTS LTD Consumer Cyclical 25,638.0 $2.5M 0.03% $97.09 +2.4%
199 EPAM EPAM SYS INC Technology 31,249.0 $2.5M 0.03% -3K -9.1% $79.35 +40.2%
200 CPRT COPART INC Industrials 86,516.0 $2.4M 0.03% $28.19 +18.0%
Page 10 of 17  ·  324 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
Financial Services 31.2%
Technology 27.5%
Healthcare 12.8%
Consumer Cyclical 7.8%
Communication Services 7.1%
Industrials 5.3%
Consumer Defensive 3.1%
Energy 1.8%
Real Estate 1.5%
Utilities 1.1%