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Portfolio (Quarterly) Guide ↗

Quilter Plc

· CIK 0001770632
13F Portfolio $6.6B AUM 248 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 42 Added 47 Reduced 8 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 35,162.0 $728K 0.01% +3K +10.6% $20.70 +24.4%
42 APH AMPHENOL CORP Technology 3,199.0 $564K 0.01% +1K +74.6% $176.32 -9.9%
Page 3 of 3  ·  42 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 38.4%
Financial Services 16.0%
Communication Services 12.2%
Consumer Cyclical 8.4%
Industrials 7.9%
Healthcare 6.7%
Energy 3.2%
Consumer Defensive 3.1%
Real Estate 2.0%
Utilities 1.8%