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Portfolio (Quarterly) Guide ↗

Ausbil Investment Management Ltd

· CIK 0001966036
13F Portfolio $221M AUM 66 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 20 Added 23 Reduced 12 Exited
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Pinnacle Financial Partners In 1,979.0 $200K 0.09% -9K -81.4% $100.82
62 UEC Uranium Energy Corp Energy 15,000.0 $158K 0.07% $10.55 +9.9%
63 CIEN Ciena Corp Technology 324.0 $150K 0.07% -295.0 -47.7% $462.44 -22.1%
64 CCJ Cameco Corp Energy 700.0 $71K 0.03% $101.76 -5.4%
65 FCX Freeport-McMoRan Inc Basic Materials 1,000.0 $61K 0.03% -8K -89.5% $60.53 +19.7%
Page 4 of 4  ·  65 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
Utilities 33.3%
Industrials 23.7%
Energy 17.2%
Real Estate 8.3%
Financial Services 5.7%
Healthcare 4.3%
Consumer Cyclical 3.5%
Basic Materials 1.7%
Technology 1.5%
Consumer Defensive 0.8%