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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRGP TARGA RES CORP Energy 822.0 $206K 0.00% NEW $250.73 +8.0%
42 MSI MOTOROLA SOLUTIONS INC Technology 472.0 $205K 0.00% NEW $433.97 -7.8%
43 ASGN ASGN INC Technology 5,203.0 $201K 0.00% NEW $38.71 -50.7%
44 SYY SYSCO CORP Consumer Defensive 2,820.0 $201K 0.00% NEW $71.33 +5.8%
45 IQ IQIYI INC Communication Services 12,618.0 $17K NEW $1.35 -18.5%
Page 3 of 3  ·  45 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%