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Portfolio (Quarterly) Guide ↗

Qtron Investments LLC

· CIK 0001768099
13F Portfolio $808M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 407 New
Page 2 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 22,919.0 $5.3M 0.66% NEW $231.54 -6.8%
22 WMT WALMART INC Consumer Defensive 50,646.0 $5.2M 0.65% NEW $103.06 +16.7%
23 ASML ASML HOLDING N V Technology 5,285.0 $5.1M 0.63% NEW $968.09 +68.7%
24 GE GE AEROSPACE Industrials 15,897.0 $4.8M 0.59% NEW $300.82 +0.7%
25 BAC BANK AMERICA CORP Financial Services 89,890.0 $4.6M 0.57% NEW $51.59 +0.4%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 29,107.0 $4.5M 0.55% NEW $153.65 -6.0%
27 XOM EXXON MOBIL CORP Energy 35,507.0 $4.0M 0.50% NEW $112.75 +37.4%
28 WFC WELLS FARGO CO NEW Financial Services 47,281.0 $4.0M 0.49% NEW $83.82 -8.9%
29 HD HOME DEPOT INC Consumer Cyclical 9,394.0 $3.8M 0.47% NEW $405.19 -22.7%
30 KO COCA COLA CO Consumer Defensive 56,953.0 $3.8M 0.47% NEW $66.32 +22.9%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 19,108.0 $3.5M 0.43% NEW $182.42 -25.0%
32 LRCX LAM RESEARCH CORP Technology 25,833.0 $3.5M 0.43% NEW $133.90 +128.0%
33 IBM INTERNATIONAL BUSINESS MACHS Technology 11,938.0 $3.4M 0.42% NEW $282.16 -10.0%
34 RY ROYAL BK CDA Financial Services 22,825.0 $3.4M 0.42% NEW $147.42 +28.7%
35 GS GOLDMAN SACHS GROUP INC Financial Services 4,137.0 $3.3M 0.41% NEW $796.35 +25.2%
36 SAP SAP SE Technology 12,012.0 $3.2M 0.40% NEW $267.21 -34.2%
37 PDD PDD HOLDINGS INC Consumer Cyclical 23,322.0 $3.1M 0.38% NEW $132.17 -28.5%
38 KGC KINROSS GOLD CORP Basic Materials 124,075.0 $3.1M 0.38% NEW $24.82 +14.0%
39 AXP AMERICAN EXPRESS CO Financial Services 9,113.0 $3.0M 0.38% NEW $332.16 -6.1%
40 KLAC KLA CORP Technology 2,794.0 $3.0M 0.37% NEW $1078.60 +75.1%
Page 2 of 21  ·  407 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 37.1%
Financial Services 13.0%
Consumer Cyclical 10.3%
Communication Services 9.8%
Healthcare 8.4%
Industrials 6.9%
Consumer Defensive 4.4%
Energy 3.2%
Basic Materials 3.1%
Utilities 2.7%