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Portfolio (Quarterly) Guide ↗

Magellan Asset Management Ltd

· CIK 0001536105
13F Portfolio $4.5B AUM 78 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 36 Added 34 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SWX SOUTHWEST GAS HLDGS INC Utilities 77,010.0 $6.8M 0.15% NEW $88.68 +0.7%
2 MDU MDU RES GROUP INC Industrials 231,541.0 $4.9M 0.11% NEW $21.21 -5.5%

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
Utilities 53.4%
Real Estate 10.9%
Technology 8.8%
Financial Services 6.6%
Consumer Cyclical 6.2%
Communication Services 4.4%
Industrials 4.2%
Healthcare 3.8%
Consumer Defensive 1.6%