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Portfolio (Quarterly) Guide ↗

Perpetual Ltd

· CIK 0001647273
13F Portfolio $7.0B AUM 742 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 154 Added 149 Reduced 45 Exited
Page 5 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 36,649.0 $3.0M 0.04% +21K +134.1% $82.64 +2.5%
82 SNDK SANDISK CORP Technology 1,215.0 $2.8M 0.04% +337.0 +38.4% $2273.73 -34.3%
83 VZ VERIZON COMMUNICATIONS INC Communication Services 63,369.0 $2.7M 0.04% +6K +9.7% $42.34 +18.4%
84 SPG SIMON PPTY GROUP INC NEW Real Estate 11,235.0 $2.5M 0.04% +66.0 +0.6% $223.65 -1.3%
85 ADI ANALOG DEVICES INC Technology 6,223.0 $2.5M 0.04% +3K +77.1% $397.17 -6.5%
86 GILD GILEAD SCIENCES INC Healthcare 18,974.0 $2.4M 0.03% +891.0 +4.9% $126.34 +16.1%
87 NGG NATIONAL GRID PLC Utilities 28,478.0 $2.4M 0.03% +3K +9.7% $82.87 -3.0%
88 GLW CORNING INC Technology 8,840.0 $2.3M 0.03% +964.0 +12.2% $255.43 -43.0%
89 PG PROCTER & GAMBLE CO Consumer Defensive 14,617.0 $2.1M 0.03% +139.0 +1.0% $146.64 -0.0%
90 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,635.0 $2.1M 0.03% +11K +1478.7% $178.24 +19.7%
91 TER TERADYNE INC Technology 4,102.0 $2.0M 0.03% +169.0 +4.3% $483.84 -24.6%
92 AVB AVALONBAY CMNTYS INC Real Estate 10,380.0 $2.0M 0.03% +290.0 +2.9% $188.69 -65.1%
93 T AT&T INC Communication Services 92,284.0 $1.9M 0.03% +5K +5.1% $20.70 +24.1%
94 ESS ESSEX PPTY TR INC Real Estate 5,805.0 $1.7M 0.02% +50.0 +0.9% $291.59 +0.7%
95 AMGN AMGEN INC Healthcare 4,490.0 $1.6M 0.02% +39.0 +0.9% $362.12 +22.6%
96 BRX BRIXMOR PPTY GROUP INC Real Estate 49,971.0 $1.6M 0.02% +260.0 +0.5% $31.53 -6.2%
97 WDS WOODSIDE ENERGY GROUP LTD Energy 81,067.0 $1.6M 0.02% +56K +217.1% $19.32 +23.3%
98 BLK BLACKROCK INC Financial Services 1,578.0 $1.5M 0.02% +916.0 +138.4% $961.56 +21.9%
99 REGN REGENERON PHARMACEUTICALS Healthcare 2,407.0 $1.5M 0.02% +262.0 +12.2% $623.54 +32.9%
100 BNL BROADSTONE NET LEASE INC Real Estate 68,515.0 $1.4M 0.02% +560.0 +0.8% $20.67 +2.6%
Page 5 of 8  ·  154 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
Technology 23.1%
Industrials 13.6%
Utilities 11.4%
Financial Services 10.6%
Basic Materials 9.7%
Healthcare 9.2%
Energy 6.8%
Communication Services 4.7%
Consumer Defensive 4.5%
Consumer Cyclical 3.7%