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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 23,593.0 $1.7M 0.03% $71.95 -5.4%
82 COP CONOCOPHILLIPS Energy 15,450.0 $1.6M 0.02% -194.0 -1.2% $103.96 +26.8%
83 VZ VERIZON COMMUNICATIONS INC Communication Services 35,820.0 $1.5M 0.02% -3K -7.7% $42.34 +18.6%
84 ABBV ABBVIE INC Healthcare 5,859.0 $1.5M 0.02% +959.0 +19.6% $251.64 +5.6%
85 ASML ASML HLDG NV Technology 690.0 $1.4M 0.02% $1989.44 -12.3%
86 FCX FREEPORT MCMORAN INC Basic Materials 21,820.0 $1.4M 0.02% +4K +21.7% $62.89 +27.0%
87 CBOE CBOE GLOBAL MKTS INC Financial Services 5,420.0 $1.3M 0.02% $242.67 +27.3%
88 ADBE ADOBE INC Technology 6,197.0 $1.3M 0.02% -10K -62.8% $205.02 +33.6%
89 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,225.0 $1.2M 0.02% +240.0 +1.1% $57.62 +17.9%
90 UPS UNITED PARCEL SVCS INC Industrials 11,240.0 $1.2M 0.02% $107.50 -2.2%
91 WFC WELLS FARGO & CO Financial Services 14,611.0 $1.2M 0.02% $82.64 +2.6%
92 VMC VULCAN MATLS CO Basic Materials 4,071.0 $1.2M 0.02% -523.0 -11.4% $295.01 -7.1%
93 AMGN AMGEN INC Healthcare 3,300.0 $1.2M 0.02% $362.12 +22.1%
94 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,250.0 $1.1M 0.02% $183.11 +2.0%
95 MS MORGAN STANLEY Financial Services 5,450.0 $1.1M 0.02% +180.0 +3.4% $209.04 +3.7%
96 L LOEWS CORP Financial Services 10,040.0 $1.1M 0.02% $113.21 -2.1%
97 GS GOLDMAN SACHS GROUP INC Financial Services 1,037.0 $1.0M 0.02% -845.0 -44.9% $1011.37 +4.7%
98 BMO BANK MONTREAL MEDIUM Financial Services 3,710.0 $930K 0.01% $250.67 -30.8%
99 CARNIVAL CORP LTD 29,964.0 $856K 0.01% NEW $28.57
100 SLF SUN LIFE FINANCIAL INC. Financial Services 7,473.0 $832K 0.01% -1K -15.5% $111.35 -28.2%
Page 5 of 7  ·  131 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%