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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 37 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VSNT VERSANT MEDIA GROUP INC Industrials 96,670.0 $3.6M 0.01% NEW $37.02 +12.0%
722 ALLO ALLOGENE THERAPEUTICS INC Healthcare 1,462,219.0 $3.6M 0.01% -624K -29.9% $2.44 -24.2%
723 LII LENNOX INTL INC Industrials 7,611.0 $3.5M 0.01% -2K -21.8% $464.13 +10.6%
724 IMCR IMMUNOCORE HLDGS PLC Healthcare 116,857.0 $3.5M 0.01% NEW $30.15 -7.8%
725 TWST TWIST BIOSCIENCE CORP Healthcare 73,619.0 $3.5M 0.01% -234K -76.1% $47.52 +47.4%
726 EGP EASTGROUP PPTYS INC Real Estate 18,636.0 $3.4M 0.01% -506.0 -2.6% $185.09 +6.7%
727 NTES NETEASE COM INC Technology 30,352.0 $3.4M 0.01% +4K +13.8% $111.94 +6.0%
728 GNL GLOBAL NET LEASE INC Real Estate 357,918.0 $3.4M 0.01% +50K +16.2% $9.36 +1.2%
729 ADC AGREE RLTY CORP Real Estate 44,282.0 $3.3M 0.01% -2K -3.7% $75.38 -2.8%
730 BXP BXP INC Real Estate 63,530.0 $3.3M 0.01% -56K -46.9% $51.90 +24.3%
731 CTRE CARETRUST REIT INC Real Estate 86,607.0 $3.2M 0.01% -3K -3.7% $36.65 +0.7%
732 CNH INDL N V 285,450.0 $3.1M 0.01% -839K -74.6% $11.00
733 NHI NATIONAL HEALTH INVS INC Real Estate 37,958.0 $3.1M 0.01% -7K -16.3% $80.86 -14.1%
734 CF CF INDUSTRIES HOLD Basic Materials 23,617.0 $3.1M 0.01% -56K -70.5% $129.84 -15.7%
735 LITE LUMENTUM HLDGS INC Technology 4,362.0 $3.1M 0.01% NEW $702.76 +27.4%
736 NEBIUS GROUP N.V. 29,172.0 $3.0M 0.01% +5K +19.9% $103.76
737 EVRG EVERGY INC Utilities 36,849.0 $3.0M 0.01% -41K -52.8% $81.92 -0.3%
738 DY DYCOM INDS INC Industrials 8,747.0 $3.0M 0.01% -3K -24.2% $338.82 +35.4%
739 NDSN NORDSON CORP Industrials 10,976.0 $2.9M 0.01% +7K +213.8% $266.06 +6.1%
740 DHC DIVERSIFIED HEALTHCARE TR Real Estate 433,746.0 $2.9M 0.01% +76K +21.2% $6.64 +25.0%
Page 37 of 47  ·  931 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%