Fund Holdings

AVIVA PLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)011,087,661+11,087,66102,147,362,6973.60%+2,147,362,697
EXXON MOBIL CORP3,607,5833,714,322+106,739434,136,538630,171,8711.06%+196,035,333
CHEVRON CORPORATION(CVX)1,893,0591,898,306+5,247288,521,122392,759,5110.66%+104,238,389
TOTALENERGIES SE(TTE)3,408,1913,491,964+83,773222,320,584325,365,2480.55%+103,044,664
COCA COLA CO(KO)4,085,2765,077,195+991,919285,601,645386,120,6800.65%+100,519,035
JOHNSON & JOHNSON(JNJ)2,074,0072,132,397+58,390429,215,749521,243,1230.87%+92,027,374
SUNBELT RENTALS HOLDINGS I(SUNB)01,380,148+1,380,148086,429,6870.14%+86,429,687
MERCK & CO INC(MRK)2,887,3543,236,573+349,219303,922,882389,327,3660.65%+85,404,484
COSTCO WHOLESALE CORPORATI(COST)417,983440,250+22,267360,443,460438,678,3080.74%+78,234,848
MICRON TECHNOLOGY INC(MU)937,3071,006,363+69,056267,516,791339,989,6760.57%+72,472,885
APPLIED MATLS INC695,740714,309+18,569178,798,223244,143,6730.41%+65,345,450
CATERPILLAR INC(CAT)405,333417,301+11,968232,203,116295,641,0660.50%+63,437,950
GE VERNOVA INC(GEV)234,682241,512+6,830153,381,115210,815,8250.35%+57,434,710
WALMART INC(WMT)4,396,1644,377,853-18,311489,776,631544,079,5710.91%+54,302,940
LAM RESEARCH CORP(LRCX)1,084,3561,116,324+31,968185,620,060238,513,7860.40%+52,893,726
PUBLIC SVC ENTERPRISE GROU(PEG)1,191,1241,809,071+617,94795,647,257146,444,2970.25%+50,797,040
ATMOS ENERGY CORP(ATO)133,161383,702+250,54122,321,77870,877,4330.12%+48,555,655
XYLEM INC(XYL)741,3131,188,344+447,031100,952,004142,007,1080.24%+41,055,104
ENTERGY CORP NEW(ETR)372,513653,662+281,14934,431,37773,445,4620.12%+39,014,085
VERIZON COMMUNICATIONS INC(VZ)3,590,2983,679,606+89,308146,232,838184,716,2210.31%+38,483,383
LUMENTUM HLDGS INC(LITE)052,214+52,214036,693,9110.06%+36,693,911
CONSTELLATION BRANDS INC(STZ)182,756402,800+220,04425,213,01860,420,0000.10%+35,206,982
CORNING INC(GLW)666,091686,174+20,08358,322,92893,299,0790.16%+34,976,151
LINDE PLC(LIN)627,768610,303-17,465267,673,998302,563,8150.51%+34,889,817
COLGATE PALMOLIVE CO(CL)2,199,0642,443,822+244,758173,770,037208,286,9490.35%+34,516,912
KLA CORP(KLAC)111,191114,456+3,265135,105,960168,526,1590.28%+33,420,199
VALERO ENERGY CORP(VLO)273,882314,637+40,75544,585,25177,740,5100.13%+33,155,259
INTEL CORP(INTC)3,664,2983,773,574+109,276135,212,596166,527,8210.28%+31,315,225
NEXTERA ENERGY INC(NEE)2,303,2522,324,975+21,723184,905,071215,943,6780.36%+31,038,607
VERTIV HOLDINGS CO(VRT)299,981317,401+17,42048,599,92279,534,3430.13%+30,934,421
WESTERN DIGITAL CORP(WDC)305,308307,992+2,68452,595,40983,308,7560.14%+30,713,347
AT&T INC(T)6,015,9076,193,614+177,707149,435,130179,552,8700.30%+30,117,740
ANGLOGOLD ASHANTI PLC(AU)600,340817,197+216,85751,962,62578,816,8070.13%+26,854,182
CHENIERE ENERGY INC(LNG)263,476271,247+7,77151,217,10076,969,0490.13%+25,751,949
DEERE & CO(DE)218,441224,896+6,455101,699,576126,683,9170.21%+24,984,341
COHERENT CORP(COHR)0104,844+104,844024,974,8890.04%+24,974,889
PEPSICO INC(PEP)1,605,1621,638,600+33,438230,372,850254,458,1940.43%+24,085,344
CIENA CORP(CIEN)57,86196,431+38,57013,531,95237,437,4070.06%+23,905,455
MARATHON PETE CORP(MPC)260,984270,621+9,63742,443,82866,080,2360.11%+23,636,408
WILLIAMS COS INC(WMB)1,615,3521,657,042+41,69097,098,809120,599,5170.20%+23,500,708
SEAGATE TECHNOLOGY HLDNGS
ORD SHS
177,770183,148+5,37848,956,08071,750,0600.12%+22,793,980
CARNIVAL CORP0878,400+878,400022,732,9920.04%+22,732,992
L3HARRIS TECHNOLOGIES INC(LHX)163,583203,603+40,02048,023,06170,273,5750.12%+22,250,514
PHILLIPS 66(PSX)366,820380,306+13,48647,334,45369,284,1470.12%+21,949,694
FTAI AVIATION LTD(FTAI)089,274+89,274021,872,1300.04%+21,872,130
KINDER MORGAN INC DEL(KMI)3,154,0853,237,095+83,01086,705,797108,539,7950.18%+21,833,998
GILEAD SCIENCES INC(GILD)1,156,7381,174,576+17,838141,978,022163,700,6570.27%+21,722,635
EOG RES INC(EOG)491,932506,296+14,36451,657,77973,195,2130.12%+21,537,434
HONEYWELL INTL INC(HON)561,205575,144+13,939109,485,483129,999,7980.22%+20,514,315
TEXAS INSTRS INC(TXN)773,685796,422+22,737134,226,611154,617,3670.26%+20,390,756
EQUINIX INC(EQIX)85,05187,112+2,06165,162,67485,390,6670.14%+20,227,993
T-MOBILE US INC(TMUS)654,746724,936+70,190132,939,628152,258,3080.26%+19,318,680
PFIZER INC(PFE)4,711,2664,849,934+138,668117,310,523136,186,1470.23%+18,875,624
SLB LIMITED(SLB)1,257,4671,294,429+36,96248,261,58366,520,7060.11%+18,259,123
QUANTA SVCS INC124,722128,453+3,73152,640,16770,523,2660.12%+17,883,099
TARGA RES CORP(TRGP)235,890243,012+7,12243,521,70560,930,3990.10%+17,408,694
RTX CORPORATION(RTX)1,121,1651,154,319+33,154205,621,661222,668,1350.37%+17,046,474
EATON CORP PLC(ETN)347,531357,135+9,604110,692,099127,736,4750.21%+17,044,376
AGNICO EAGLE MINES LTD(AEM)427,640440,067+12,42772,576,64389,042,0090.15%+16,465,366
ANALOG DEVICES INC(ADI)676,441627,877-48,564183,450,799199,752,7890.34%+16,301,990
TELEDYNE TECHNOLOGIES INC(TDY)39,31259,536+20,22420,077,81836,019,8750.06%+15,942,057
OCCIDENTAL PETE CORP(OXY)616,133634,017+17,88425,335,38941,211,1050.07%+15,875,716
NORTHROP GRUMMAN CORP(NOC)115,560119,692+4,13265,893,46881,658,6700.14%+15,765,202
AMGEN INC(AMGN)450,901464,183+13,282147,584,406163,322,7890.27%+15,738,383
COMFORT SYS USA INC(FIX)28,77330,790+2,01726,853,55342,459,1020.07%+15,605,549
BAKER HUGHES COMPANY(BKR)832,048875,703+43,65537,891,46653,461,6680.09%+15,570,202
ENBRIDGE INC(ENB)2,004,6352,064,211+59,57696,001,642111,542,5630.19%+15,540,921
FEDEX CORP(FDX)192,649197,881+5,23255,648,59070,481,2550.12%+14,832,665
BRISTOL-MYERS SQUIBB CO(BMY)1,715,7441,767,159+51,41592,547,231107,178,1930.18%+14,630,962
CISCO SYS INC(CSCO)3,332,7933,490,152+157,359256,725,045270,800,8940.45%+14,075,849
ONEOK INC NEW(OKE)715,069736,494+21,42552,557,57266,571,6930.11%+14,014,121
AMCOR PLC
COM NEW
0348,029+348,029013,834,1530.02%+13,834,153
TERADYNE INC(TER)89,545104,366+14,82117,332,33030,940,3440.05%+13,608,014
TARGET CORP(TGT)484,636498,772+14,13647,373,16960,451,1660.10%+13,077,997
CAMECO CORP(CCJ)368,333431,952+63,61933,753,36046,824,6560.08%+13,071,296
ARCHER DANIELS MIDLAND CO443,078526,055+82,97725,472,55438,238,9380.06%+12,766,384
KEYSIGHT TECHNOLOGIES INC(KEYS)144,423148,429+4,00629,345,30941,911,8970.07%+12,566,588
CMS ENERGY CORP(CMS)863,085936,029+72,94460,355,53472,617,1300.12%+12,261,596
MARVELL TECHNOLOGY INC(MRVL)722,989743,791+20,80261,439,60573,672,4990.12%+12,232,894
DELL TECHNOLOGIES INC(DELL)270,009281,246+11,23733,988,73346,160,9060.08%+12,172,173
EXELON CORP(EXC)1,698,1311,750,208+52,07774,021,53085,795,1960.14%+11,773,666
EDISON INTL(EIX)365,109460,002+94,89321,913,84233,662,9460.06%+11,749,104
SEMPRA(SRE)1,085,4861,106,615+21,12995,836,627107,530,8010.18%+11,694,174
FREEPORT MCMORAN INC(FCX)1,183,5631,219,077+35,51460,113,16571,657,3460.12%+11,544,181
DOW HLDGS INC(DOW)593,347608,821+15,47413,872,45325,357,3950.04%+11,484,942
NEWMONT CORP(NEM)1,015,1581,041,852+26,694101,363,526112,780,4790.19%+11,416,953
AMERICAN WTR WKS CO INC NE163,675238,429+74,75421,359,58832,447,8030.05%+11,088,215
ROSS STORES INC(ROST)245,119253,020+7,90144,155,73754,811,7230.09%+10,655,986
CORTEVA INC(CTVA)545,664562,158+16,49436,575,85847,058,2460.08%+10,482,388
HOWMET AEROSPACE INC(HWM)325,428334,881+9,45366,719,24977,176,6750.13%+10,457,426
WELLTOWER INC(WELL)548,820566,969+18,149101,866,480112,095,4410.19%+10,228,961
MONDELEZ INTL INC(MDLZ)1,836,5561,890,756+54,20098,861,809108,983,1760.18%+10,121,367
CONSOLIDATED EDISON INC(ED)547,791568,201+20,41054,406,60264,308,9890.11%+9,902,387
TEXAS PACIFIC LAND CORPORA(TPL)50,79651,411+61514,589,62724,397,6040.04%+9,807,977
TRANE TECHNOLOGIES PLC(TT)247,296254,202+6,90696,247,603105,936,1410.18%+9,688,538
AIR PRODUCTS AND CHEMICALS184,700190,218+5,51845,624,59455,256,4270.09%+9,631,833
QIAGEN NV(QGEN)0240,457+240,45709,621,1930.02%+9,621,193
BLOOM ENERGY CORP177,969184,094+6,12515,463,72624,942,8960.04%+9,479,170
DIGITAL RLTY TR INC(DLR)307,935316,835+8,90047,640,62457,096,8350.10%+9,456,211
IREN LIMITED
ORDINARY SHARES
0273,111+273,11109,362,2450.02%+9,362,245
Page 1 of 10