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Portfolio (Quarterly) Guide ↗

GQG Partners LLC

· CIK 0001697233
13F Portfolio $63.1B AUM 86 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 16 Added 48 Reduced 16 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOG ALPHABET INC Communication Services 706.0 $203K -573.0 -44.8% $286.87 +28.1%
Page 5 of 5  ·  81 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
Energy 28.6%
Consumer Defensive 24.7%
Financial Services 18.2%
Utilities 12.5%
Communication Services 7.8%
Healthcare 6.4%
Basic Materials 0.9%
Industrials 0.8%
Technology 0.1%
Consumer Cyclical 0.0%