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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 17 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ABEV AMBEV SA Consumer Defensive 168,569.0 $529K 0.01% $3.14 -7.6%
322 BK BANK OF NY MELLON CORP Financial Services 3,645.0 $527K 0.01% -232.0 -6.0% $144.61 -1.9%
323 JBL JABIL INC Technology 1,363.0 $525K 0.01% NEW $385.48 -20.7%
324 ZM ZOOM COMMUNICATIONS INC Technology 6,086.0 $525K 0.01% -5K -44.7% $86.31 +18.5%
325 KRC KILROY REALTY CORP Real Estate 13,953.0 $523K 0.01% NEW $37.47 -1.5%
326 LVS LAS VEGAS SANDS CORP Consumer Cyclical 11,006.0 $508K 0.01% -5K -29.6% $46.19 +2.1%
327 RPRX ROYALTY PHARMA PLC Healthcare 8,900.0 $499K 0.01% -60.0 -0.7% $56.07 +10.8%
328 LOW LOWES COS INC Consumer Cyclical 2,254.0 $497K 0.01% $220.49 -2.0%
329 MOH MOLINA HEALTHCARE INC Healthcare 2,136.0 $489K 0.01% +40.0 +1.9% $228.70 -13.0%
330 DXCM DEXCOM INC Healthcare 7,129.0 $480K 0.01% -113.0 -1.6% $67.35 +34.7%
331 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,846.0 $480K 0.01% -513.0 -15.3% $168.54 -8.9%
332 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,644.0 $479K 0.01% $291.17 -10.2%
333 MDLZ MONDELEZ INTL INC Consumer Defensive 8,244.0 $477K 0.01% -2K -16.5% $57.84 +9.8%
334 EW EDWARDS LIFESCIENCES CORP Healthcare 5,229.0 $473K 0.01% +79.0 +1.5% $90.46 +0.3%
335 INCY INCYTE CORP Healthcare 4,165.0 $472K 0.01% +62.0 +1.5% $113.36 +14.9%
336 BBY BEST BUY INC Consumer Cyclical 6,206.0 $471K 0.01% -5K -45.4% $75.88 +13.0%
337 DDOG DATADOG INC Technology 1,808.0 $471K 0.01% $260.36 -13.2%
338 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,364.0 $470K 0.01% +27.0 +0.6% $107.78 +3.1%
339 HIW HIGHWOODS PPTYS INC Real Estate 15,546.0 $469K 0.01% -9K -36.8% $30.16 +5.5%
340 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,141.0 $463K 0.01% -2K -27.5% $90.01 +21.1%
Page 17 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%