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Portfolio (Quarterly) Guide ↗

Perpetual Ltd

· CIK 0001647273
13F Portfolio $6.5B AUM 736 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 188 Added 163 Reduced 32 Exited
Page 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTC INTEL CORP Technology 26,165.0 $1.2M 0.02% +10K +59.6% $44.13 +168.5%
102 HPQ HP INC Technology 58,597.0 $1.1M 0.02% +2K +4.0% $19.21 +14.0%
103 ADI ANALOG DEVICES INC Technology 3,514.0 $1.1M 0.02% +505.0 +16.8% $318.14 +20.8%
104 ABT ABBOTT LABORATORIES Healthcare 10,713.0 $1.1M 0.02% +2K +22.0% $102.67 -14.5%
105 RTX RTX CORPORATION Industrials 5,697.0 $1.1M 0.02% +505.0 +9.7% $192.90 -9.4%
106 CI THE CIGNA GROUP Healthcare 4,040.0 $1.1M 0.02% +1K +36.6% $266.75 +5.7%
107 GLW CORNING INC Technology 7,876.0 $1.1M 0.02% +183.0 +2.4% $135.97 +41.1%
108 PSX PHILLIPS 66 Energy 5,839.0 $1.1M 0.02% +204.0 +3.6% $182.18 -1.6%
109 CURB CURBLINE PPTYS CORP Real Estate 39,887.0 $1.0M 0.02% +8K +24.3% $25.79 +11.2%
110 COF CAPITAL ONE FINL CORP Financial Services 5,588.0 $1.0M 0.02% +491.0 +9.6% $182.43 +2.3%
111 TMUS T-MOBILE US INC Communication Services 4,825.0 $1.0M 0.02% +1K +43.5% $210.03 -9.5%
112 APH AMPHENOL CORP Technology 7,876.0 $995K 0.01% +1K +19.9% $126.35 -1.2%
113 ISRG INTUITIVE SURGICAL INC Healthcare 2,085.0 $961K 0.01% +255.0 +13.9% $460.99 -4.6%
114 AON AON PLC Financial Services 2,959.0 $955K 0.01% +1K +100.1% $322.78 +0.4%
115 GD GENERAL DYNAMICS CORP Industrials 2,782.0 $955K 0.01% +56.0 +2.0% $343.22 -1.3%
116 CRM SALESFORCE INC Technology 4,722.0 $881K 0.01% +615.0 +15.0% $186.67 -5.5%
117 NEE NEXTERA ENERGY INC Utilities 9,464.0 $879K 0.01% +3K +38.1% $92.88 -3.4%
118 PRU PRUDENTIAL FINL INC Financial Services 8,683.0 $848K 0.01% +5K +109.3% $97.69 +5.7%
119 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,837.0 $820K 0.01% +201.0 +12.3% $446.54 -3.6%
120 CME CME GROUP INC Financial Services 2,768.0 $818K 0.01% +78.0 +2.9% $295.35 -2.1%
Page 6 of 10  ·  188 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 16.9%
Industrials 13.7%
Financial Services 11.8%
Utilities 11.5%
Basic Materials 11.3%
Healthcare 9.1%
Communication Services 7.0%
Energy 7.0%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%