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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 9 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANET ARISTA NETWORKS INC Technology 14,390.0 $2.4M 0.04% -1K -7.2% $169.88 +10.8%
162 CAT CATERPILLAR INC Industrials 2,292.0 $2.4M 0.04% -46.0 -2.0% $1064.90 -23.8%
163 GILD GILEAD SCIENCES INC Healthcare 18,974.0 $2.4M 0.03% +891.0 +4.9% $126.34 +16.1%
164 SHEL SHELL PLC Energy 30,754.0 $2.4M 0.03% -2K -6.0% $77.54 +19.9%
165 O REALTY INCOME CORP Real Estate 38,263.0 $2.4M 0.03% -12K -23.2% $61.96 +2.0%
166 NGG NATIONAL GRID PLC Utilities 28,478.0 $2.4M 0.03% +3K +9.7% $82.87 -3.0%
167 PEP PEPSICO INC Consumer Defensive 16,984.0 $2.3M 0.03% $135.40 +6.8%
168 GLW CORNING INC Technology 8,840.0 $2.3M 0.03% +964.0 +12.2% $255.43 -43.0%
169 PNC PNC FINL SVCS GROUP INC Financial Services 9,058.0 $2.2M 0.03% -955.0 -9.5% $246.22 -1.0%
170 KO COCA COLA CO Consumer Defensive 27,212.0 $2.2M 0.03% $81.27 +13.2%
171 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,328.0 $2.2M 0.03% $935.47 +3.8%
172 PG PROCTER & GAMBLE CO Consumer Defensive 14,617.0 $2.1M 0.03% +139.0 +1.0% $146.64 -0.0%
173 HD HOME DEPOT INC Consumer Cyclical 6,014.0 $2.1M 0.03% $352.68 -4.3%
174 BKNG BOOKING HOLDINGS INC Consumer Cyclical 11,635.0 $2.1M 0.03% +11K +1478.7% $178.24 +19.7%
175 DLR DIGITAL RLTY TR INC Real Estate 11,278.0 $2.0M 0.03% -113.0 -1.0% $179.58 +5.0%
176 TER TERADYNE INC Technology 4,102.0 $2.0M 0.03% +169.0 +4.3% $483.84 -24.6%
177 VALE VALE S A Basic Materials 130,654.0 $2.0M 0.03% $15.04 +0.0%
178 AVB AVALONBAY CMNTYS INC Real Estate 10,380.0 $2.0M 0.03% +290.0 +2.9% $188.69 -2.5%
179 T AT&T INC Communication Services 92,284.0 $1.9M 0.03% +5K +5.1% $20.70 +24.1%
180 BAP CREDICORP LTD Financial Services 4,865.0 $1.9M 0.03% -1K -18.1% $389.58 -2.5%
Page 9 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%