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Portfolio (Quarterly) Guide ↗

Quilter Plc

· CIK 0001770632
13F Portfolio $5.7B AUM 236 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 44 Added 59 Reduced 15 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHOP SHOPIFY INC Technology 5,644.0 $669K 0.01% +682.0 +13.7% $118.62 -17.9%
42 ABT ABBOTT LABORATORIES Healthcare 4,136.0 $425K 0.01% +228.0 +5.8% $102.67 -17.7%
43 MA MASTERCARD INCORPORATED Financial Services 739.0 $369K 0.01% +19.0 +2.6% $499.66 -1.9%
44 ORCL ORACLE CORP Technology 2,319.0 $341K 0.01% +1K +75.8% $147.11 +33.0%
Page 3 of 3  ·  44 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 30.9%
Financial Services 17.4%
Communication Services 13.5%
Industrials 8.9%
Consumer Cyclical 8.6%
Healthcare 8.2%
Energy 4.0%
Consumer Defensive 3.9%
Real Estate 2.2%
Utilities 2.0%