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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 4 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR PALANTIR TECHNOLOGIES INC Technology 1,271,938.0 $186.1M 0.30% +39K +3.2% $146.28 -6.7%
62 KLAC KLA CORP Technology 123,781.0 $182.3M 0.29% +3K +2.6% $1472.41 +43.2%
63 HON HONEYWELL INTL INC Industrials 805,664.0 $182.1M 0.29% +5K +0.6% $226.03 -6.3%
64 CME CME GROUP INC Financial Services 611,866.0 $180.7M 0.29% -12K -1.9% $295.35 -14.7%
65 TXN TEXAS INSTRS INC Technology 926,610.0 $179.9M 0.29% +25K +2.7% $194.14 +49.8%
66 TT TRANE TECHNOLOGIES PLC Industrials 418,613.0 $174.5M 0.28% +5K +1.1% $416.74 +10.1%
67 BSX BOSTON SCIENTIFIC CORP Healthcare 2,766,280.0 $173.6M 0.28% +122K +4.6% $62.75 -22.4%
68 INTC INTEL CORP Technology 3,926,409.0 $173.3M 0.28% +48K +1.2% $44.13 +149.9%
69 MCD MCDONALDS CORP Consumer Cyclical 536,825.0 $166.8M 0.27% +18K +3.5% $310.79 -10.6%
70 C CITIGROUP INC Financial Services 1,462,513.0 $165.9M 0.27% +40K +2.8% $113.41 +17.5%
71 CVX CHEVRON CORPORATION Energy 796,129.0 $164.7M 0.27% +6K +0.7% $206.90 -8.5%
72 SPGI S&P GLOBAL INC Financial Services 385,822.0 $164.1M 0.27% +5K +1.2% $425.34 -1.9%
73 DLR DIGITAL RLTY TR INC Real Estate 895,966.0 $161.5M 0.26% -22K -2.4% $180.21 +1.1%
74 BERKSHIRE HATHAWAY INC DEL 331,781.0 $159.0M 0.26% -7K -2.0% $479.20
75 NEM NEWMONT CORP Basic Materials 1,465,712.0 $158.7M 0.26% +24K +1.6% $108.25 -8.6%
76 NOW SERVICENOW INC Technology 1,515,167.0 $158.4M 0.26% +66K +4.6% $104.55 +9.2%
77 DE DEERE & CO Industrials 276,594.0 $155.8M 0.25% +8K +2.8% $563.30 +1.8%
78 APH AMPHENOL CORP Technology 1,221,102.0 $154.3M 0.25% +194K +18.9% $126.35 +13.7%
79 GILD GILEAD SCIENCES INC Healthcare 1,100,253.0 $153.3M 0.25% -85K -7.2% $139.37 -8.1%
80 MRVL MARVELL TECHNOLOGY INC Technology 1,508,823.0 $149.4M 0.24% +17K +1.1% $99.05 +191.6%
Page 4 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%