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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $61.9B AUM 1,806 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 465 Added 359 Reduced 46 Exited
Page 6 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BR BROADRIDGE FINL SOLUTIONS IN Technology 142,367.0 $23.1M 0.04% -2K -1.1% $162.48 -8.3%
102 J JACOBS SOLUTIONS INC Industrials 181,492.0 $23.1M 0.04% -2K -0.8% $127.28 -5.8%
103 FISV FISERV INC Technology 413,497.0 $23.1M 0.04% -22K -5.1% $55.80 -5.5%
104 TSCO TRACTOR SUPPLY CO Consumer Cyclical 501,338.0 $22.7M 0.04% -5K -1.1% $45.30 -33.5%
105 ON ON SEMICONDUCTOR CORP Technology 365,850.0 $22.7M 0.04% -13K -3.4% $61.92 +95.3%
106 SION SIONNA THERAPEUTICS INC Healthcare 564,175.0 $22.6M 0.04% -276K -32.8% $40.09 -16.4%
107 SMA SMARTSTOP SELF STORAG REIT I Real Estate 741,547.0 $22.5M 0.04% -225K -23.3% $30.28 +4.6%
108 SNY SANOFI SA Healthcare 457,921.0 $22.1M 0.04% -9K -2.0% $48.18 -8.9%
109 EPR EPR PPTYS Real Estate 439,746.0 $22.0M 0.04% -24K -5.2% $49.96 +15.4%
110 ODFL OLD DOMINION FREIGHT LINE IN Industrials 112,027.0 $21.9M 0.04% -6K -4.7% $195.40 +26.4%
111 ELF E L F BEAUTY INC Consumer Defensive 358,134.0 $21.7M 0.04% -54K -13.1% $60.61 -13.7%
112 NI NISOURCE INC Utilities 462,860.0 $21.6M 0.04% -8K -1.7% $46.66 -1.7%
113 NPO ENPRO INC Industrials 85,432.0 $21.4M 0.04% -10K -10.8% $250.65 +28.8%
114 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 372,794.0 $21.2M 0.03% -28K -7.0% $56.77 -18.7%
115 ZM ZOOM COMMUNICATIONS INC Technology 257,444.0 $20.7M 0.03% -5K -2.0% $80.39 +25.8%
116 ESS ESSEX PPTY TR INC Real Estate 83,404.0 $20.2M 0.03% -102K -55.0% $242.00 +16.5%
117 PNR PENTAIR PLC Industrials 229,592.0 $20.0M 0.03% -9K -3.8% $87.11 -16.5%
118 ULTA ULTA BEAUTY INC Consumer Cyclical 38,019.0 $19.9M 0.03% -2K -4.4% $522.71 -11.5%
119 CWEN CLEARWAY ENERGY INC Utilities 504,495.0 $19.8M 0.03% -69K -12.1% $39.29 -1.0%
120 DOC HEALTHPEAK PROPERTIES INC Real Estate 1,201,080.0 $19.7M 0.03% -156K -11.5% $16.43 +20.3%
Page 6 of 18  ·  359 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 31.4%
Healthcare 13.0%
Communication Services 11.1%
Consumer Cyclical 11.0%
Financial Services 9.9%
Industrials 8.0%
Real Estate 4.3%
Consumer Defensive 4.3%
Utilities 2.6%
Energy 2.5%