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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WTS WATTS WATER TECHNOLOGIES INC Industrials 18,789.0 $5.5M 0.10% -6K -23.6% $290.29 +3.8%
62 RY ROYAL BK CDA Financial Services 23,537.0 $5.3M 0.09% -3K -10.6% $224.88 -20.0%
63 ADBE ADOBE INC Technology 16,665.0 $4.1M 0.07% +863.0 +5.5% $243.08 +1.9%
64 GE GE AEROSPACE Industrials 13,947.0 $4.0M 0.07% -709.0 -4.8% $283.77 +2.7%
65 GILD GILEAD SCIENCES INC Healthcare 28,284.0 $3.9M 0.07% -867.0 -3.0% $139.37 -5.2%
66 NKE NIKE INC Consumer Cyclical 65,217.0 $3.4M 0.06% -23K -25.9% $52.82 -20.4%
67 PG PROCTER & GAMBLE CO Consumer Defensive 23,383.0 $3.4M 0.06% $144.44 -1.2%
68 AYI ACUITY INC Industrials 11,400.0 $3.2M 0.06% $280.22 +0.5%
69 AIG AMERICAN INTL GROUP INC Financial Services 41,666.0 $3.1M 0.06% -1K -2.7% $75.25 +1.1%
70 CL COLGATE PALMOLIVE CO Consumer Defensive 35,679.0 $3.0M 0.05% -3K -8.5% $85.23 +3.4%
71 B BARRICK MNG CORP Basic Materials 53,283.0 $3.0M 0.05% +43K +399.4% $56.85 -28.6%
72 WMT WALMART INC Consumer Defensive 22,477.0 $2.8M 0.05% -696.0 -3.0% $124.28 +6.6%
73 SLB SLB LIMITED Energy 50,907.0 $2.6M 0.05% -4K -7.0% $51.39 +8.5%
74 IP INTERNATIONAL PAPER CO Consumer Cyclical 64,378.0 $2.3M 0.04% -6K -8.7% $35.70 -11.5%
75 MCD MCDONALDS CORP Consumer Cyclical 7,238.0 $2.2M 0.04% +161.0 +2.3% $310.79 -11.5%
76 COP CONOCOPHILLIPS Energy 15,644.0 $2.1M 0.04% -960.0 -5.8% $132.00 -9.9%
77 RTX RTX CORPORATION Industrials 10,187.0 $2.0M 0.04% +340.0 +3.5% $192.90 -8.9%
78 VZ VERIZON COMMUNICATIONS INC Communication Services 38,791.0 $1.9M 0.03% -2K -5.2% $50.20 -6.3%
79 DE DEERE & CO Industrials 2,975.0 $1.7M 0.03% -600.0 -16.8% $563.30 +2.0%
80 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 53,357.0 $1.6M 0.03% NEW $30.48 +24.1%
Page 4 of 7  ·  124 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%