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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 10 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BTI BRITISH AMERN TOB PLC Consumer Defensive 30,483.0 $1.9M 0.03% $61.76 -8.2%
182 CHT CHUNGHWA TELECOM CO LTD Communication Services 41,158.0 $1.8M 0.03% $44.26 -2.5%
183 PCG PG&E CORP Utilities 104,298.0 $1.8M 0.03% -1.8M -94.4% $16.82 +7.7%
184 MET METLIFE INC Financial Services 20,350.0 $1.7M 0.03% $84.61 +13.7%
185 COP CONOCOPHILLIPS Energy 16,285.0 $1.7M 0.02% $103.96 +28.3%
186 ESS ESSEX PPTY TR INC Real Estate 5,805.0 $1.7M 0.02% +50.0 +0.9% $291.59 +0.7%
187 CRWD CROWDSTRIKE HLDGS INC Technology 2,210.0 $1.7M 0.02% -239.0 -9.8% $190.78 -0.1%
188 AMGN AMGEN INC Healthcare 4,490.0 $1.6M 0.02% +39.0 +0.9% $362.12 +22.6%
189 BRX BRIXMOR PPTY GROUP INC Real Estate 49,971.0 $1.6M 0.02% +260.0 +0.5% $31.53 -6.2%
190 SNN SMITH & NEPHEW PLC Healthcare 54,590.0 $1.6M 0.02% $28.81 +2.8%
191 WDS WOODSIDE ENERGY GROUP LTD Energy 81,067.0 $1.6M 0.02% +56K +217.1% $19.32 +23.3%
192 BLK BLACKROCK INC Financial Services 1,578.0 $1.5M 0.02% +916.0 +138.4% $961.56 +21.9%
193 REGN REGENERON PHARMACEUTICALS Healthcare 2,407.0 $1.5M 0.02% +262.0 +12.2% $623.54 +32.9%
194 UPS UNITED PARCEL SVCS INC Industrials 13,507.0 $1.5M 0.02% -5K -25.3% $107.50 -4.4%
195 WDC WESTERN DIGITAL CORP Technology 2,265.0 $1.4M 0.02% -1K -36.0% $638.72 -31.8%
196 BNL BROADSTONE NET LEASE INC Real Estate 68,515.0 $1.4M 0.02% +560.0 +0.8% $20.67 +2.6%
197 CDNS CADENCE DESIGN SYSTEM INC Technology 3,684.0 $1.4M 0.02% +248.0 +7.2% $375.32 -15.8%
198 TRV TRAVELERS COMPANIES INC Financial Services 4,129.0 $1.4M 0.02% -62.0 -1.5% $330.12 +12.2%
199 APH AMPHENOL CORP Technology 7,594.0 $1.3M 0.02% -282.0 -3.6% $176.32 -11.8%
200 CMI CUMMINS INC Industrials 1,828.0 $1.3M 0.02% $713.21 -19.9%
Page 10 of 21  ·  419 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%