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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 18 of 23  ·  452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,104.0 $540K 0.03% -5K -52.4% $131.58 +4.5%
342 LPLA LPL FINL HLDGS INC Financial Services 1,915.0 $539K 0.03% -2K -46.7% $281.68 +27.9%
343 T AT&T INC Communication Services 25,930.0 $537K 0.03% $20.70 +25.0%
344 MTD METTLER TOLEDO INTERNATIONAL Healthcare 418.0 $534K 0.03% NEW $1277.51 +9.5%
345 TROW PRICE T ROWE GROUP INC Financial Services 4,668.0 $531K 0.03% -6K -55.8% $113.69 -1.0%
346 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 7,286.0 $528K 0.03% -6K -45.6% $72.50 +9.3%
347 INSM INSMED INC Healthcare 4,926.0 $525K 0.02% -6K -53.0% $106.62 +16.7%
348 SSNC SS&C TECH HLDGS Technology 8,461.0 $525K 0.02% -10K -55.2% $62.05 +33.8%
349 XPO XPO INC Industrials 2,505.0 $514K 0.02% NEW $205.29 -6.2%
350 SATS ECHOSTAR CORP Technology 5,039.0 $511K 0.02% -7K -58.3% $101.50 -15.9%
351 GPN GLOBAL PMTS INC Industrials 6,986.0 $507K 0.02% -7K -51.1% $72.56 +28.1%
352 APTIV PLC 8,186.0 $502K 0.02% -3K -27.6% $61.38
353 LOW LOWES COS INC Consumer Cyclical 2,273.0 $501K 0.02% $220.49 -4.6%
354 ASTS AST SPACEMOBILE INC Technology 5,638.0 $501K 0.02% NEW $88.86 -32.6%
355 DGX QUEST DIAGNOSTICS INC Healthcare 2,358.0 $500K 0.02% -2K -47.7% $211.95 +15.6%
356 RPRX ROYALTY PHARMA PLC Healthcare 8,862.0 $497K 0.02% -6K -42.0% $56.07 +10.2%
357 ZM ZOOM COMMUNICATIONS INC Technology 5,752.0 $496K 0.02% -5K -45.1% $86.31 +8.7%
358 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,593.0 $488K 0.02% -2K -44.6% $188.34 -19.4%
359 PH PARKER-HANNIFIN CORP Industrials 497.0 $486K 0.02% +52.0 +11.7% $978.12 +6.3%
360 ATO ATMOS ENERGY CORP Utilities 2,793.0 $481K 0.02% -4K -56.6% $172.27 -1.6%
Page 18 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%