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Portfolio (Quarterly) Guide ↗

AIA Group Ltd

· CIK 0001522877
13F Portfolio $6.9B AUM 362 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 133 Added 108 Reduced 46 Exited
Page 17 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MCK MCKESSON CORP Healthcare 283.0 $245K 0.00% NEW $865.36 -11.4%
322 PANW PALO ALTO NETWORKS INC Technology 1,321.0 $212K 0.00% -331.0 -20.0% $160.32 +57.8%
323 ITT ITT INC Industrials 1,086.0 $207K 0.00% NEW $190.53 +1.1%
324 BBJP J P MORGAN EXCHANGE TRADED F 2,680.0 $185K 0.00% -14K -84.0% $68.91 +7.7%
325 F FORD MTR CO Consumer Cyclical 15,153.0 $175K 0.00% NEW $11.54 +18.5%
Page 17 of 17  ·  325 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 26.3%
Technology 22.2%
Healthcare 14.4%
Communication Services 10.2%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 4.2%
Energy 3.0%
Real Estate 1.7%
Utilities 1.6%