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Portfolio (Quarterly) Guide ↗

Munro Partners

· CIK 0001768744
13F Portfolio $3.0B AUM 59 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 16 Added 23 Reduced 22 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RTX RTX CORPORATION Industrials 448,785.0 $86.6M 2.93% NEW $192.90 -8.2%
2 STRL STERLING INFRASTRUCTURE INC Industrials 164,995.0 $67.2M 2.28% NEW $407.27 +80.0%
3 MCK MCKESSON CORP Healthcare 68,765.0 $59.5M 2.02% NEW $865.36 -11.5%
4 LITE LUMENTUM HLDGS INC Technology 73,395.0 $51.6M 1.75% NEW $702.76 +34.7%
5 BWXT BWX TECHNOLOGIES INC Industrials 246,220.0 $50.3M 1.71% NEW $204.49 -0.8%
6 CF CF INDUSTRIES HOLD Basic Materials 372,730.0 $48.4M 1.64% NEW $129.84 -6.3%
7 MOD MODINE MFG CO Consumer Cyclical 118,320.0 $25.6M 0.87% NEW $216.71 +20.2%
8 PRIM PRIMORIS SVCS CORP Industrials 112,170.0 $16.0M 0.54% NEW $143.04 -17.8%
9 NI NISOURCE INC Utilities 209,530.0 $9.8M 0.33% NEW $46.66 +2.6%
10 POWL POWELL INDS INC Industrials 14,680.0 $7.9M 0.27% NEW $541.08 -48.4%
11 NXT NEXTPOWER INC Technology 65,635.0 $7.9M 0.27% NEW $120.55 +8.3%
12 VVX V2X INC Industrials 110,485.0 $7.6M 0.26% NEW $68.50 +8.0%
13 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 94,700.0 $7.2M 0.24% NEW $76.16 +7.4%
14 AGX ARGAN INC Industrials 13,225.0 $7.2M 0.24% NEW $544.65 +20.5%
15 CBOE CBOE GLOBAL MKTS INC Financial Services 24,235.0 $6.8M 0.23% NEW $281.07 +27.1%
16 RMBS RAMBUS INC DEL Technology 64,395.0 $5.5M 0.19% NEW $86.03 +66.2%
17 LFUS LITTELFUSE INC Technology 16,095.0 $5.5M 0.18% NEW $339.35 +35.7%
18 TER TERADYNE INC Technology 15,235.0 $4.5M 0.15% NEW $296.46 +20.9%
19 MDLN MEDLINE INC Healthcare 91,330.0 $4.1M 0.14% NEW $44.50 -16.8%
20 FPS FORGENT POWER SOLUTIONS INC Industrials 100,185.0 $2.9M 0.10% NEW $29.27 +63.6%

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
Industrials 30.9%
Technology 21.2%
Utilities 14.8%
Communication Services 8.8%
Consumer Cyclical 6.8%
Healthcare 5.5%
Financial Services 4.4%
Energy 4.4%
Basic Materials 3.1%