Fund Holdings — Rathbones Group PLC

Total Portfolio Value
$25.04B
Total Bought
$3.32B
Total Sold
$2.70B
Net Transaction
+$620.01M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ASTRAZENECA PLC USD0.25 Ordinary Shares(AZN)08,054,943+8,054,94301,560,4196.23%+1,560,419
SUNBELT RENTALS HOLDINGS INC USD0.01 Common Stock(SUNB)02,292,966+2,292,9660146,2910.58%+146,291
EXXON MOBIL CORP NPV Common Stock896,1331,075,915+179,782107,841182,5400.73%+74,699
FREEPORT-MCMORAN INC USD0.10 Common Stock(FCX)1,796,7102,822,756+1,026,04691,255165,9220.66%+74,667
MOTOROLA SOLUTIONS INC USD0.01 Common Stock(MSI)218,618359,418+140,80083,801155,9770.62%+72,176
TOTALENERGIES SE EUR2.5 Shares(TTE)3,379,2163,120,608-258,608220,660290,4571.16%+69,797
CATERPILLAR INC USD1 Common Stock(CAT)172,709231,639+58,93098,940164,1070.66%+65,167
CROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common Stock(CRWD)13,375179,581+166,2066,27070,1100.28%+63,841
PARKER-HANNIFIN CORP USD0.50 Common Stock(PH)112,715162,313+49,59899,072145,3090.58%+46,237
NETFLIX COM INC USD0.001 Common Stock(NFLX)824,1731,266,693+442,52077,274121,7930.49%+44,518
COCA-COLA CO USD0.25 Common Stock(KO)5,925,7556,012,230+86,475414,270457,2301.83%+42,961
EQUINIX INC USD0.001 New Common Stock(EQIX)222,037214,132-7,905170,116209,9010.84%+39,785
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)1,018,6291,026,057+7,428309,551346,7561.38%+37,205
LINDE PLC EUR0.001 Common Shares(LIN)608,141585,655-22,486259,305290,3441.16%+31,039
CHEVRON CORP USD0.75 Common Stock(CVX)746,934697,392-49,542113,840144,2900.58%+30,450
JOHNSON & JOHNSON USD1 Common Stock(JNJ)762,771740,168-22,603157,855180,9270.72%+23,071
US BANCORP DEL USD0.01 Common Stock(USB)1,895,9052,376,051+480,146101,165123,5780.49%+22,413
ARM HOLDINGS PLC Spon ADR Each Rep 1 Ord Shs500,043497,528-2,51554,66075,2660.30%+20,606
CME GROUP INC USD0.01 Cls A Common Stock(CME)999,530990,360-9,170272,952292,5031.17%+19,551
NEXTERA ENERGY INC USD0.01 Common Stock(NEE)377,738529,981+152,24330,32549,2250.20%+18,900
BROADCOM CORP USD1 Common Stock(AVGO)966,3911,132,778+166,387334,468350,6061.40%+16,138
LAM RESEARCH CORP USD0.001 Com Stock (P/S)(LRCX)6,56873,112+66,5441,12415,6210.06%+14,497
MERCADOLIBRE INC USD0.001 Common Stock(MELI)14,98925,042+10,05330,19243,2980.17%+13,106
WEC ENERGY GROUP INC USD0.01 Common Stock(WEC)787,535828,174+40,63983,05395,8780.38%+12,824
CAMECO CORP NPV Common Stock(CCJ)560,250589,998+29,74851,36163,9670.26%+12,606
STRYKER CORP USD0.10 Common Stock(SYK)219,265267,569+48,30477,06587,9200.35%+10,855
CBRE GROUP INC USD0.01 Class A Common Stock(CBRE)545,862718,878+173,01687,76997,3790.39%+9,610
DEERE & CO USD1 Common Stock(DE)316,393278,328-38,065147,303156,7820.63%+9,479
PROCTER & GAMBLE CO NPV Common Stock(PG)1,499,6271,546,258+46,631214,912223,3420.89%+8,430
AMPHENOL CORP USD0.001 Cls A Common Stock2,839,1373,083,245+244,108383,681389,5681.56%+5,887
WASTE MANAGEMENT INC NPV Common Stock(WM)463,274466,899+3,625101,786107,2890.43%+5,503
AMER TOWER CORP USD0.01 New Common Stock(AMT)474,216512,409+38,19383,25888,4320.35%+5,173
VERIZON COMMS INC NPV Common Stock(VZ)500,059499,919-14020,36725,0960.10%+4,729
BULLISH USD0.002 Common Stock(BLSH)0123,253+123,25304,4040.02%+4,404
VANGUARD INTL EQUITY FTSE Pacific ETF187,534216,154+28,62016,95321,1250.08%+4,172
OREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock(ORLY)1,604,2571,623,190+18,933146,324149,8370.60%+3,512
MICRON TECHNOLOGY INC USD0.10 Common Stock(MU)20,66527,152+6,4875,8989,1730.04%+3,275
TRANE TECHNOLOGIES PLC USD1 Common Stock(TT)68,57071,833+3,26326,68729,9360.12%+3,248
RTX CORP USD1.00 Common Stock(RTX)824,699798,460-26,239151,250154,0230.62%+2,773
ISHARES TRUST MSCI UK New ETF (Post Cons)
MSCI UK ETF NEW
350,004398,087+48,08315,39318,1370.07%+2,744
COLGATE-PALMOLIVE CO NPV Common Stock(CL)214,516227,986+13,47016,95119,4310.08%+2,480
PEPSICO INC USD0.016666 Cap(PEP)242,663239,952-2,71134,82737,2620.15%+2,435
ARCH CAPITAL GROUP LTD USD0.01 Common Stock
ORD
18,36943,324+24,9551,7624,1590.02%+2,397
SNOWFLAKE INC USD0.0001 Class A Common Stock(SNOW)7,28925,932+18,6431,5993,9110.02%+2,312
APPLIED MATERIALS INC NPV Common Stock104,10185,019-19,08226,75329,0590.12%+2,306
ECOLAB INC USD1 Common Stock(ECL)304,964309,102+4,13880,05982,2270.33%+2,168
FIRST MAJESTIC SILVER MINING NPV Common Stock(AG)111,460185,720+74,2601,8603,9830.02%+2,123
VANGUARD INTL EQUITY Total World Stock Market ETF99,639116,876+17,23714,05516,1660.06%+2,111
VANGUARD INTL EQUITY FTSE Emerging Markets Idx ETF176,386210,643+34,2579,48311,3850.05%+1,903
AGNICO EAGLE MINES LTD NPV Common Stock(AEM)57,91057,170-7409,83111,5740.05%+1,743
MARKEL GROUP INC NPV Common Stock(MKL)1,5632,616+1,0533,3605,0070.02%+1,647
COPART INC USD0.001 Common Stock(CPRT)90,009155,364+65,3553,5245,1580.02%+1,634
SPDR GOLD TRUST Gold Shares NPV(GLD)199,531187,498-12,03379,07780,6760.32%+1,598
AMERICAN EXPRESS CORP USD0.20 Common Stock(AXP)9,42016,740+7,3203,4855,0640.02%+1,579
GENERAC HOLDINGS INC USD0.01 Common Stock(GNRC)25,72226,025+3033,5085,0830.02%+1,576
ISHARES TRUST MSCI Emerging Markets ETF131,101153,122+22,0217,1738,6960.03%+1,523
PFIZER INC USD0.05 Common Stock(PFE)447,525446,144-1,38111,14312,5280.05%+1,384
AMPLIFY ETF TRUST Junior Silver Miners ETF34,55076,600+42,0509562,2770.01%+1,321
L3 HARRIS TECHNOLOGIES INC USD1.00 Common Stock(LHX)2,6045,814+3,2107642,0070.01%+1,242
INDIVIOR PHARMACEUTICALS INC USD0.001 Ordinary Shares(INDV)040,218+40,21801,2260.00%+1,226
PUBLIC STORAGE INC USD0.10 Common Stock(PSA)58,49960,555+2,05615,18016,4030.07%+1,223
LESAKA TECHNOLOGIES INC USD0.001 Common Stock(LSAK)3,644,4203,644,420017,38418,5500.07%+1,166
NEXTPOWER INC USD0.0001 Cls A Common Stock09,510+9,51001,1460.00%+1,146
SELECT SECTOR SPDR FUND Energy ETF
ST STR ENERG ETF
018,296+18,29601,1210.00%+1,121
FRANCO NEVADA CORP NPV Common Stock(FNV)2,8716,725+3,8545961,6600.01%+1,064
EATON CORPORATION PLC USD0.50 Common Stock(ETN)26,68926,634-558,5019,5260.04%+1,025
EOG RESOURCES INC USD0.01 Common Stock(EOG)24,02124,372+3512,5223,5230.01%+1,001
FEDEX CORP USD0.10 Common Stock(FDX)23,48621,813-1,6736,7847,7690.03%+985
ISHARES INC MSCI Japan New ETF (P/R Split)
MSCI JAPAN ETF
190,723193,876+3,15315,39916,3710.07%+972
AMGEN INC USD0.0001 Common Stock(AMGN)13,36915,165+1,7964,3765,3360.02%+960
WATERS CORP USD0.01 Common Stock(WAT)03,150+3,15009380.00%+938
SHELL PLC Spon ADS Ea Rep 2 Ord Shs(SHEL)31,90834,605+2,6972,3453,2180.01%+874
IMMUNITYBIO INC USD0.0001 Common Stock(IBRX)161,420153,420-8,0003201,1770.00%+857
VANGUARD INVESTMENTS High Dividend Yield Index ETF05,750+5,75008520.00%+852
TEXAS PACIFIC LAND CORP USD0.01 Common Stock(TPL)4,5454,54501,3052,1570.01%+851
WISDOMTREE TRUST Emg Mkts High Dividend Fund(WT)20,57535,868+15,2939611,7820.01%+821
ISHARES TRUST IBOXX USD Inv Grd Corp Bd ETF11,32218,626+7,3041,2482,0300.01%+782
MARVELL TECHNOLOGY INC USD0.002 Common Stock(MRVL)73,54670,687-2,8596,2507,0020.03%+752
CSX CORP USD1 Common Stock(CSX)107,697113,321+5,6243,9044,6520.02%+748
ISHARES TRUST IBOXX USD High Yld Corp Bd ETF5,50114,945+9,4444441,1890.00%+745
WHEATON PRECIOUS METALS CORP NPV Common Stock(WPM)15,09819,205+4,1071,7762,5140.01%+738
ALTRIA GROUP INC USD0.333333 Common Stock(MO)91,64991,111-5385,2846,0120.02%+728
XPO LOGISTICS INC USD0.001 Common Stock(XPO)12,22512,22501,6612,3780.01%+717
ISHARES INC MSCI Pacific Ex Japan ETF112,098119,865+7,7675,6586,3700.03%+712
ISHARES TRUST Russell 2000 ETF31,73034,275+2,5457,8118,5000.03%+690
BAKER HUGHES COMPANY USD0.0001 Cls A Common Stock(BKR)9,01917,969+8,9504111,0970.00%+686
GOLAR LNG USD1 Common Stock
SHS
40,00040,00001,4882,1640.01%+676
FIRST TRUST Eurozone AlphaDEX ETF
EURO ALPHADEX
103,857112,758+8,9016,3777,0210.03%+645
VANGUARD WORLD FUND Utilities ETF
UTILITIES ETF
03,250+3,25006440.00%+644
PAN AMERICAN SILVER CORP NPV Common Stock(PAAS)62,57870,914+8,3363,2433,8720.02%+629
DEFINIUM THERAPEUTICS INC NPV Ordinary Shares(DFTX)030,200+30,20005710.00%+571
VERALTO CORP USD0.01 Common Stock(VLTO)174,223202,923+28,70017,38417,9420.07%+558
VANGUARD SCOTTSDAL Short Term Corp Bond Index ETF
SHRT TRM CORP BD
44,79952,038+7,2393,5724,1250.02%+553
BROOKFIELD INFRASTRUCTURE PRTS Partners L P Shares
LP INT UNIT
95,723107,194+11,4713,3253,8720.02%+546
FIRST TRUST Emerging Markets AlphaDEX ETF
EMERG MKT ALPH
46,07959,637+13,5581,2601,7860.01%+526
INTEL CORP USD0.001 Common Stock(INTC)111,455104,771-6,6844,1134,6240.02%+511
ROBLOX CORPORATION USD0.0001 Cls A Common Stock(RBLX)3,48514,015+10,5302827930.00%+510
NORDIC AMERICAN TANKERS LTD USD0.01 Common Stock
COM
205,950205,95007081,2070.00%+498
CANADIAN NATURAL RESOURCES LTD NPV Common Stock(CNQ)26,30828,502+2,1948921,3860.01%+494
QUANTA SERVICES INC USD0.00001 Common Stock6,0635,531-5322,5593,0370.01%+478
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Rathbones Group PLC — 13F Holdings — Q1 2026 | TickerTrail