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Portfolio (Quarterly) Guide ↗

M&G PLC

· CIK 0001802539
13F Portfolio $19.4B AUM 424 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 133 Added 128 Reduced 52 Exited
Page 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 78,002.0 $12.9M 0.07% -2K -2.9% $165.00 +8.1%
82 VOYA VOYA FINANCIAL INC Financial Services 181,554.0 $12.3M 0.06% -3K -1.4% $68.00 +21.1%
83 STX PUT SEAGATE TECHNOLOGY HLDNGS PL Technology 26,800.0 $10.5M 0.05% -4K -13.3% $392.00 +91.6%
84 SIMO SILICON MOTION TECHNOLOGY CO Technology 92,229.0 $10.3M 0.05% -111K -54.5% $112.00 +130.4%
85 VRT VERTIV HOLDINGS CO Industrials 40,810.0 $10.2M 0.05% -5K -10.0% $251.00 +25.8%
86 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 35,153.0 $10.2M 0.05% -3K -8.4% $291.00 -12.7%
87 WBD WARNER BROS DISCOVERY INC Communication Services 363,201.0 $9.8M 0.05% -120K -24.8% $27.00 +1.6%
88 KMT KENNAMETAL INC Industrials 259,545.0 $9.3M 0.05% -77K -22.9% $36.00 -2.2%
89 AMKR AMKOR TECHNOLOGY INC Technology 200,182.0 $9.0M 0.05% -106K -34.6% $45.00 +46.4%
90 FRMI FERMI INC Utilities 1,471,157.0 $8.8M 0.05% -334K -18.5% $6.00 +1.0%
91 SHIFT4 PMTS INC 9,306,000.0 $8.7M 0.04% -5.5M -37.1% $0.94
92 LITHIUM ARGENTINA AG 1,208,661.0 $8.5M 0.04% -193K -13.7% $7.00
93 H WORLD GROUP LTD 6,234,000.0 $8.4M 0.04% -20.1M -76.4% $1.34
94 NOW SERVICENOW INC Technology 77,765.0 $8.2M 0.04% -50K -39.0% $105.00 -5.1%
95 ORCL ORACLE CORP Technology 52,078.0 $7.7M 0.04% -173K -76.8% $147.00 +29.1%
96 AMSF AMERISAFE INC Financial Services 225,786.0 $7.5M 0.04% -46K -16.8% $33.00 -5.2%
97 XOM EXXON MOBIL CORP Energy 43,739.0 $7.4M 0.04% -5K -9.7% $170.00 -8.1%
98 RVMD REVOLUTION MEDICINES INC Healthcare 74,733.0 $7.2M 0.04% -14K -16.0% $97.00 +55.0%
99 GM GENERAL MTRS CO Consumer Cyclical 95,239.0 $7.1M 0.04% -38K -28.5% $75.00 +2.9%
100 PLD PROLOGIS INC. Real Estate 50,533.0 $6.7M 0.03% -2K -3.6% $132.00 +9.6%
Page 5 of 7  ·  128 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 23.2%
Healthcare 18.3%
Financial Services 12.7%
Consumer Cyclical 11.4%
Communication Services 7.1%
Basic Materials 6.7%
Industrials 6.1%
Utilities 5.0%
Real Estate 3.5%
Energy 3.4%