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Portfolio (Quarterly) Guide ↗

Osmosis Investment Management UK Ltd

· CIK 0001780700
13F Portfolio $2.2B AUM 452 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 40 Added 369 Reduced 36 Exited
Page 15 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 STN STANTEC INC Industrials 13,159.0 $907K 0.04% +3K +30.3% $68.95 +9.4%
282 IQVIA HLDGS INC 4,630.0 $895K 0.04% -8K -63.4% $193.22
283 PEP PEPSICO INC Consumer Defensive 6,593.0 $893K 0.04% +142.0 +2.2% $135.40 +5.0%
284 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 10,979.0 $891K 0.04% -12K -52.2% $81.16 -8.8%
285 NTRA NATERA INC Healthcare 3,275.0 $889K 0.04% -3K -46.6% $271.45 +24.7%
286 COIN COINBASE GLOBAL INC Financial Services 5,940.0 $868K 0.04% -5K -47.2% $146.19 +24.3%
287 RBLX ROBLOX CORP Technology 15,765.0 $857K 0.04% -18K -52.9% $54.38 -30.9%
288 RF REGIONS FINANCIAL CORP NEW Financial Services 27,863.0 $841K 0.04% -19K -40.3% $30.20 +1.7%
289 DLTR DOLLAR TREE INC Consumer Defensive 6,891.0 $833K 0.04% -8K -53.8% $120.95 +9.3%
290 HAL HALLIBURTON CO Energy 24,414.0 $829K 0.04% -25K -50.1% $33.95 +1.4%
291 Q QNITY ELECTRONICS INC Technology 5,073.0 $828K 0.04% -4K -41.5% $163.31 -22.7%
292 RB GLOBAL INC 7,074.0 $824K 0.04% +88.0 +1.3% $116.45
293 SOFI SOFI TECHNOLOGIES INC Financial Services 45,410.0 $814K 0.04% -52K -53.6% $17.93 +5.1%
294 ABT ABBOTT LABORATORIES Healthcare 8,806.0 $799K 0.04% $90.74 +25.7%
295 CAE CAE INC Industrials 31,881.0 $798K 0.04% -6K -15.1% $25.03 +1.0%
296 ED CONSOLIDATED EDISON INC Utilities 7,177.0 $794K 0.04% -9K -54.3% $110.63 -2.3%
297 BIIB BIOGEN INC Healthcare 3,629.0 $784K 0.04% -3K -45.4% $216.06 +2.3%
298 FNV FRANCO NEV CORP Basic Materials 3,704.0 $773K 0.04% -5K -56.7% $208.58 +28.2%
299 DE DEERE & CO Industrials 1,214.0 $770K 0.04% -23.0 -1.9% $634.33 +0.0%
300 UNP UNION PAC CORP Industrials 2,794.0 $760K 0.04% -157.0 -5.3% $272.00 +14.2%
Page 15 of 23  ·  452 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 12.5%
Healthcare 12.0%
Consumer Cyclical 9.6%
Communication Services 7.2%
Industrials 6.7%
Consumer Defensive 4.0%
Basic Materials 3.4%
Real Estate 2.5%
Utilities 2.2%