Fund Holdings

SCHRODER INVESTMENT MANAGEMENT GROUP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
APPLE INC16,383,66119,929,692+3,546,0314,454,062,0805,057,956,535+603,894,455
JOHNSON & JOHNSON2,447,5243,844,298+1,396,774506,515,093939,700,205+433,185,112
ARM HOLDINGS PLC1,891,3103,824,345+1,933,035206,739,096578,546,911+371,807,815
LUMENTUM HLDGS INC173,532606,056+432,52464,411,608425,911,914+361,500,306
RTX CORPORATION01,847,362+1,847,3620345,733,798+345,733,798
CONOCOPHILLIPS2,770,4334,517,954+1,747,521260,697,745596,369,928+335,672,183
KINROSS GOLD CORP2,531,87113,060,236+10,528,36572,436,830398,598,403+326,161,573
FORTINET INC03,038,390+3,038,3900248,297,231+248,297,231
VERTIV HOLDINGS CO1,784,3342,072,504+288,170289,079,952519,328,053+230,248,101
NEXTERA ENERGY INC11,197,06912,110,984+913,915898,900,6991,124,868,194+225,967,495
BAKER HUGHES COMPANY1,402,2554,766,052+3,363,79764,629,933289,204,035+224,574,102
EXXON MOBIL CORP2,975,1093,400,741+425,632358,024,617576,969,719+218,945,102
ROKU INC02,308,014+2,308,0140218,384,284+218,384,284
INTUITIVE SURGICAL INC414,1765,617,291+5,203,1152,360,803212,267,516+209,906,713
COTERRA ENERGY INC5,802,34410,210,977+4,408,633152,717,695358,813,732+206,096,037
EATON CORP PLC640,9051,192,472+551,567205,640,777409,649,905+204,009,128
ISHARES TR03,320,569+3,320,5690192,792,236+192,792,236
NEXTPOWER INC01,506,814+1,506,8140181,646,428+181,646,428
VERISIGN INC0642,862+642,8620160,503,355+160,503,355
SELECT SECTOR SPDR TR02,392,565+2,392,5650148,243,328+148,243,328
KLA CORP400,523428,583+28,060486,667,488631,049,894+144,382,406
CHEVRON CORPORATION1,251,3931,587,512+336,119190,599,669334,504,654+143,904,985
COCA COLA CO13,083,64813,731,095+647,447914,677,8331,047,270,615+132,592,782
MERCADOLIBRE INC499,396697,086+197,6901,009,219,3891,128,721,651+119,502,262
SALLY BEAUTY HLDGS INC08,315,909+8,315,9090115,175,339+115,175,339
ISHARES INC830,6271,635,317+804,69081,916,435190,399,958+108,483,523
CENCORA INC0335,750+335,7500105,472,506+105,472,506
PARKER-HANNIFIN CORP883,185982,854+99,669776,284,287879,890,215+103,605,928
PETROLEO BRASILEIRO S A23,380,81918,314,316-5,066,503277,062,706380,022,057+102,959,351
MOODYS CORP564,572890,699+326,127288,411,607384,826,503+96,414,896
HESAI GROUP2,065,9067,936,581+5,870,67546,276,294140,715,581+94,439,287
WISDOMTREE TR120,340702,665+582,32517,360,248108,617,956+91,257,708
LOCKHEED MARTIN CORP21,216165,410+144,19410,353,40899,972,150+89,618,742
EOG RES INC1,613,7251,728,429+114,704170,506,183259,074,223+88,568,040
VERIZON COMMUNICATIONS INC7,852,7148,128,813+276,099319,841,041408,066,412+88,225,371
WATERS CORP24,811316,203+291,3929,423,96294,165,253+84,741,291
HP INC5,605,04510,903,297+5,298,252124,880,403209,452,335+84,571,932
ECOLAB INC852,6751,169,673+316,998223,844,240307,027,465+83,183,225
SPOTIFY TECHNOLOGY S A891,2831,235,814+344,531517,576,951599,258,568+81,681,617
VEEVA SYS INC982,9201,712,507+729,587219,417,232300,818,979+81,401,747
KT CORP03,781,943+3,781,943080,025,913+80,025,913
CHUBB LTD SWITZ1,476,0731,667,429+191,356463,693,572542,498,025+78,804,453
NEWMONT CORP2,009,2672,562,427+553,160200,625,310277,382,724+76,757,414
FRANCO NEV CORP0318,705+318,705074,449,488+74,449,488
CATERPILLAR INC487,620494,926+7,306279,342,870350,635,274+71,292,404
AGNICO EAGLE MINES LTD446,499755,162+308,66376,726,388144,885,382+68,158,994
COSTCO WHOLESALE CORPORATION327,382350,849+23,467283,398,229349,596,469+66,198,240
EDWARDS LIFESCIENCES CORP0821,118+821,118065,278,882+65,278,882
ISHARES TR192,668656,890+464,22227,437,85090,893,869+63,456,019
BRISTOL-MYERS SQUIBB CO12,554,36212,235,494-318,868680,571,964742,082,711+61,510,747
EVERSOURCE ENERGY155,2911,046,496+891,20510,489,90771,590,792+61,100,885
DUPONT DE NEMOURS INC39,7481,394,730+1,354,9821,616,94861,674,961+60,058,013
VANGUARD INTL EQUITY INDEX F976,0961,802,320+826,22472,113,973131,118,780+59,004,807
BEST BUY INC3,096,0154,146,042+1,050,027207,216,285266,175,896+58,959,611
MICRON TECHNOLOGY INC712,007775,430+63,423203,213,918261,971,272+58,757,354
QUANTA SVCS INC0103,543+103,543056,847,177+56,847,177
SOUTHSTATE BK CORP0604,856+604,856054,648,740+54,648,740
APPLIED MATLS INC603,543646,497+42,954156,903,074208,896,111+51,993,037
SPDR INDEX SHS FDS0706,707+706,707051,639,081+51,639,081
ISHARES TR1,584,8682,092,710+507,842175,381,493226,661,420+51,279,927
PINTEREST INC133,7973,031,014+2,897,2173,482,73654,588,562+51,105,826
LAM RESEARCH CORP1,688,9941,582,367-106,627289,121,993338,088,534+48,966,541
SELECT SECTOR SPDR TR0335,996+335,996048,322,945+48,322,945
COMCAST CORP NEW1,292,0883,000,874+1,708,78638,620,51086,725,259+48,104,749
ISHARES INC1,491,6352,155,790+664,155111,619,047159,614,692+47,995,645
PFIZER INC12,351,48612,595,834+244,348307,552,002353,691,019+46,139,017
US FOODS HLDG CORP0505,430+505,430045,973,912+45,973,912
VANGUARD INDEX FDS1,048,2131,217,426+169,213662,177,117707,239,285+45,062,168
ISHARES TR93,7991,398,312+1,304,5132,874,93947,570,574+44,695,635
WESTLAKE CORPORATION0374,508+374,508043,442,928+43,442,928
MOTOROLA SOLUTIONS INC313,148376,696+63,548120,035,891163,474,763+43,438,872
TEXAS INSTRS INC1,471,3211,529,778+58,457255,259,481296,991,102+41,731,621
WHEATON PRECIOUS METALS CORP0327,480+327,480040,445,417+40,445,417
PEPSICO INC901,0321,076,823+175,791129,892,773168,867,382+38,974,609
COLGATE PALMOLIVE CO1,025,4741,407,406+381,93281,032,955119,953,214+38,920,259
MCKESSON CORP141,813179,196+37,383116,327,786155,069,050+38,741,264
VALE S A02,417,169+2,417,169038,457,158+38,457,158
HALLIBURTON CO5,328,4964,848,390-480,106150,583,297189,038,726+38,455,429
SOUTHERN CO331,460682,724+351,26429,025,95266,176,437+37,150,485
CF INDUSTRIES HOLD762,266693,920-68,34658,641,12395,483,392+36,842,269
ISHARES TR0116,200+116,200035,997,598+35,997,598
TARGA RES CORP200,469293,089+92,62037,215,06572,712,450+35,497,385
WILEY JOHN & SONS INC1,807,8572,382,703+574,84655,374,66090,780,985+35,406,325
DEERE & CO367,963373,108+5,145171,312,535206,657,059+35,344,524
CASELLA WASTE SYS INC0448,049+448,049035,118,081+35,118,081
ANALOG DEVICES INC578,506602,328+23,822156,890,827191,624,630+34,733,803
MERCK & CO INC1,686,4811,756,247+69,766177,518,990211,258,952+33,739,962
EQUINIX INC236,094218,556-17,538180,885,780214,237,333+33,351,553
SPDR SERIES TRUST0699,363+699,363032,870,061+32,870,061
GARRETT MOTION INC239,5712,110,972+1,871,4014,214,05436,963,120+32,749,066
ISHARES TR785,208904,364+119,156541,730,704574,207,832+32,477,128
APTARGROUP INC20,120281,827+261,7072,469,52934,766,179+32,296,650
SNOWFLAKE INC356,447731,985+375,53878,190,214110,397,978+32,207,764
RANGE RES CORP399,980996,945+596,96514,431,27946,068,829+31,637,550
ROYAL GOLD INC0129,303+129,303030,872,385+30,872,385
T-MOBILE US INC699,872808,528+108,656142,633,913172,976,482+30,342,569
OVINTIV INC453,018804,000+350,98217,753,77547,725,439+29,971,664
AMGEN INC507,861564,067+56,206166,928,832196,859,383+29,930,551
ISHARES INC747,9621,119,342+371,38047,652,65977,189,825+29,537,166
SPDR SERIES TRUST01,440,804+1,440,804029,377,994+29,377,994
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