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Portfolio (Quarterly) Guide ↗

Perpetual Ltd

· CIK 0001647273
13F Portfolio $6.9B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 411 New
Page 9 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANET ARISTA NETWORKS INC Technology 18,823.0 $2.5M 0.04% NEW $131.03 +8.3%
162 SPG SIMON PPTY GROUP INC NEW Real Estate 13,063.0 $2.4M 0.04% NEW $185.11 +9.6%
163 VZ VERIZON COMMUNICATIONS INC Communication Services 57,793.0 $2.4M 0.03% NEW $40.73 +15.5%
164 NGG NATIONAL GRID PLC Utilities 30,340.0 $2.3M 0.03% NEW $77.35 +13.0%
165 LIN LINDE PLC Basic Materials 5,469.0 $2.3M 0.03% NEW $426.39 +20.0%
166 INTU INTUIT Technology 3,500.0 $2.3M 0.03% NEW $662.42 -42.9%
167 ZM ZOOM COMMUNICATIONS INC Technology 26,862.0 $2.3M 0.03% NEW $86.29 +13.8%
168 DLR DIGITAL RLTY TR INC Real Estate 14,590.0 $2.3M 0.03% NEW $154.71 +24.6%
169 VRSN VERISIGN INC Technology 9,150.0 $2.2M 0.03% NEW $242.95 +20.6%
170 PEP PEPSICO INC Consumer Defensive 15,473.0 $2.2M 0.03% NEW $143.52 +3.6%
171 ACN ACCENTURE PLC IRELAND Technology 8,215.0 $2.2M 0.03% NEW $268.30 -37.1%
172 AVB AVALONBAY CMNTYS INC Real Estate 12,089.0 $2.2M 0.03% NEW $181.31 -0.3%
173 T AT&T INC Communication Services 87,794.0 $2.2M 0.03% NEW $24.84 -0.7%
174 MO ALTRIA GROUP INC Consumer Defensive 37,115.0 $2.1M 0.03% NEW $57.66 +25.6%
175 AMD ADVANCED MICRO DEVICES INC Technology 9,975.0 $2.1M 0.03% NEW $214.16 +98.0%
176 LVS LAS VEGAS SANDS CORP Consumer Cyclical 31,506.0 $2.1M 0.03% NEW $65.09 -22.2%
177 HD HOME DEPOT INC Consumer Cyclical 5,886.0 $2.0M 0.03% NEW $344.10 -11.6%
178 RBLX ROBLOX CORP Technology 24,956.0 $2.0M 0.03% NEW $81.03 -46.0%
179 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,039.0 $2.0M 0.03% NEW $397.65 -27.8%
180 VALE VALE S A Basic Materials 141,560.0 $1.8M 0.03% NEW $13.03 +27.2%
Page 9 of 21  ·  411 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 18.0%
Industrials 16.2%
Financial Services 12.2%
Basic Materials 11.7%
Utilities 10.3%
Healthcare 8.5%
Communication Services 7.1%
Consumer Cyclical 6.3%
Consumer Defensive 4.5%
Energy 2.8%