Fund Holdings

Rathbones Group PLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
TOTALENERGIES SE EUR2.5 Shares03,120,608+3,120,6080290,456,775+290,456,775
SUNBELT RENTALS HOLDINGS INC USD0.01 Common Stock02,292,966+2,292,9660146,291,276+146,291,276
EXXON MOBIL CORP NPV Common Stock896,1331,075,915+179,782107,840,645182,539,738+74,699,093
FREEPORT-MCMORAN INC USD0.10 Common Stock1,796,7102,822,756+1,026,04691,254,900165,921,597+74,666,697
MOTOROLA SOLUTIONS INC USD0.01 Common Stock0359,418+359,4180155,976,629+155,976,629
CATERPILLAR INC USD1 Common Stock172,709231,639+58,93098,939,804164,106,965+65,167,161
CROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common Stock13,375179,581+166,2066,269,66570,110,218+63,840,553
PARKER-HANNIFIN CORP USD0.50 Common Stock0162,313+162,3130145,309,090+145,309,090
NETFLIX COM INC USD0.001 Common Stock01,266,693+1,266,6930121,792,531+121,792,531
COCA-COLA CO USD0.25 Common Stock5,925,7556,012,230+86,475414,269,532457,230,091+42,960,559
EQUINIX INC USD0.001 New Common Stock222,037214,132-7,905170,115,867209,900,751+39,784,884
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share01,026,057+1,026,0570346,755,963+346,755,963
LINDE PLC EUR0.001 Common Shares608,141585,655-22,486259,305,240290,344,322+31,039,082
CHEVRON CORP USD0.75 Common Stock746,934697,392-49,542113,840,210144,290,404+30,450,194
JOHNSON & JOHNSON USD1 Common Stock762,771740,168-22,603157,855,458180,926,665+23,071,207
US BANCORP DEL USD0.01 Common Stock02,376,051+2,376,0510123,578,412+123,578,412
ARM HOLDINGS PLC Spon ADR Each Rep 1 Ord Shs500,043497,528-2,51554,659,70075,266,035+20,606,335
CME GROUP INC USD0.01 Cls A Common Stock999,530990,360-9,170272,951,652292,502,826+19,551,174
NEXTERA ENERGY INC USD0.01 Common Stock0529,981+529,981049,224,635+49,224,635
BROADCOM CORP USD1 Common Stock966,3911,132,778+166,387334,467,925350,606,118+16,138,193
LAM RESEARCH CORP USD0.001 Com Stock (P/S)6,56873,112+66,5441,124,31015,621,109+14,496,799
MERCADOLIBRE INC USD0.001 Common Stock14,98925,042+10,05330,191,74343,298,118+13,106,375
WEC ENERGY GROUP INC USD0.01 Common Stock0828,174+828,174095,877,703+95,877,703
CAMECO CORP NPV Common Stock560,250589,998+29,74851,361,07263,966,679+12,605,607
STRYKER CORP USD0.10 Common Stock0267,569+267,569087,920,497+87,920,497
CBRE GROUP INC USD0.01 Class A Common Stock545,862718,878+173,01687,769,15097,379,213+9,610,063
DEERE & CO USD1 Common Stock316,393278,328-38,065147,303,089156,782,162+9,479,073
PROCTER & GAMBLE CO NPV Common Stock01,546,258+1,546,2580223,341,505+223,341,505
AMPHENOL CORP USD0.001 Cls A Common Stock2,839,1373,083,245+244,108383,680,974389,568,005+5,887,031
WASTE MANAGEMENT INC NPV Common Stock0466,899+466,8990107,288,721+107,288,721
AMER TOWER CORP USD0.01 New Common Stock474,216512,409+38,19383,258,10388,431,545+5,173,442
VERIZON COMMS INC NPV Common Stock0499,919+499,919025,095,933+25,095,933
BULLISH USD0.002 Common Stock0123,253+123,25304,403,829+4,403,829
VANGUARD INTL EQUITY FTSE Pacific ETF0216,154+216,154021,124,730+21,124,730
OREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock01,623,190+1,623,1900149,836,668+149,836,668
MICRON TECHNOLOGY INC USD0.10 Common Stock027,152+27,15209,173,031+9,173,031
TRANE TECHNOLOGIES PLC USD1 Common Stock071,833+71,833029,935,684+29,935,684
RTX CORP USD1.00 Common Stock0798,460+798,4600154,022,934+154,022,934
ISHARES TRUST MSCI UK New ETF (Post Cons)350,004398,087+48,08315,393,17518,136,843+2,743,668
COLGATE-PALMOLIVE CO NPV Common Stock214,516227,986+13,47016,951,05419,431,246+2,480,192
PEPSICO INC USD0.016666 Cap0239,952+239,952037,262,146+37,262,146
ARCH CAPITAL GROUP LTD USD0.01 Common Stock18,36943,324+24,9551,761,9544,158,670+2,396,716
SNOWFLAKE INC USD0.0001 Class A Common Stock025,932+25,93203,911,064+3,911,064
APPLIED MATERIALS INC NPV Common Stock104,10185,019-19,08226,752,91529,058,644+2,305,729
ECOLAB INC USD1 Common Stock304,964309,102+4,13880,059,14982,227,314+2,168,165
FIRST MAJESTIC SILVER MINING NPV Common Stock111,460185,720+74,2601,859,7153,982,575+2,122,860
VANGUARD INTL EQUITY Total World Stock Market ETF0116,876+116,876016,166,288+16,166,288
VANGUARD INTL EQUITY FTSE Emerging Markets Idx ETF0210,643+210,643011,385,254+11,385,254
AGNICO EAGLE MINES LTD NPV Common Stock57,91057,170-7409,830,70011,573,537+1,742,837
MARKEL GROUP INC NPV Common Stock1,5632,616+1,0533,359,9025,007,207+1,647,305
COPART INC USD0.001 Common Stock90,009155,364+65,3553,523,8525,158,084+1,634,232
SPDR GOLD TRUST Gold Shares NPV0187,498+187,498080,675,568+80,675,568
AMERICAN EXPRESS CORP USD0.20 Common Stock9,42016,740+7,3203,484,9295,063,515+1,578,586
GENERAC HOLDINGS INC USD0.01 Common Stock25,72226,025+3033,507,7095,083,463+1,575,754
ISHARES TRUST MSCI Emerging Markets ETF131,101153,122+22,0217,172,5358,695,798+1,523,263
PFIZER INC USD0.05 Common Stock0446,144+446,144012,527,723+12,527,723
AMPLIFY ETF TRUST Junior Silver Miners ETF34,55076,600+42,050955,9982,276,552+1,320,554
L3 HARRIS TECHNOLOGIES INC USD1.00 Common Stock2,6045,814+3,210764,4562,006,702+1,242,246
INDIVIOR PHARMACEUTICALS INC USD0.001 Ordinary Shares040,218+40,21801,225,844+1,225,844
PUBLIC STORAGE INC USD0.10 Common Stock060,555+60,555016,403,138+16,403,138
LESAKA TECHNOLOGIES INC USD0.001 Common Stock3,644,4203,644,420017,383,88318,550,097+1,166,214
NEXTPOWER INC USD0.0001 Cls A Common Stock09,510+9,51001,146,430+1,146,430
SELECT SECTOR SPDR FUND Energy ETF018,296+18,29601,120,812+1,120,812
FRANCO NEVADA CORP NPV Common Stock2,8716,725+3,854595,7361,660,090+1,064,354
EATON CORPORATION PLC USD0.50 Common Stock26,68926,634-558,500,7139,526,182+1,025,469
EOG RESOURCES INC USD0.01 Common Stock24,02124,372+3512,522,4453,523,460+1,001,015
FEDEX CORP USD0.10 Common Stock23,48621,813-1,6736,784,1657,769,354+985,189
ISHARES INC MSCI Japan New ETF (P/R Split)190,723193,876+3,15315,398,97516,370,889+971,914
AMGEN INC USD0.0001 Common Stock13,36915,165+1,7964,375,8075,335,805+959,998
WATERS CORP USD0.01 Common Stock03,150+3,1500938,070+938,070
SHELL PLC Spon ADS Ea Rep 2 Ord Shs034,605+34,60503,218,265+3,218,265
IMMUNITYBIO INC USD0.0001 Common Stock161,420153,420-8,000319,6111,176,731+857,120
VANGUARD INVESTMENTS High Dividend Yield Index ETF05,750+5,7500851,575+851,575
TEXAS PACIFIC LAND CORP USD0.01 Common Stock04,545+4,54502,156,875+2,156,875
DEUTSCHE BANK AG NPV Shares (Regd)028,674+28,6740847,990+847,990
WISDOMTREE TRUST Emg Mkts High Dividend Fund035,868+35,86801,782,280+1,782,280
ISHARES TRUST IBOXX USD Inv Grd Corp Bd ETF11,32218,626+7,3041,247,5712,030,047+782,476
MARVELL TECHNOLOGY INC USD0.002 Common Stock73,54670,687-2,8596,249,9397,001,547+751,608
CSX CORP USD1 Common Stock107,697113,321+5,6243,904,0164,651,827+747,811
ISHARES TRUST IBOXX USD High Yld Corp Bd ETF5,50114,945+9,444443,5451,189,024+745,479
ASTRAZENECA PLC USD0.25 Ordinary Shares03,768+3,7680743,124+743,124
WHEATON PRECIOUS METALS CORP NPV Common Stock019,205+19,20502,513,829+2,513,829
ALTRIA GROUP INC USD0.333333 Common Stock91,64991,111-5385,284,4816,012,414+727,933
XPO LOGISTICS INC USD0.001 Common Stock012,225+12,22502,378,373+2,378,373
ISHARES INC MSCI Pacific Ex Japan ETF112,098119,865+7,7675,657,5866,369,626+712,040
ISHARES TRUST Russell 2000 ETF31,73034,275+2,5457,810,6568,500,200+689,544
BAKER HUGHES COMPANY USD0.0001 Cls A Common Stock9,01917,969+8,950410,7251,097,007+686,282
GOLAR LNG USD1 Common Stock40,00040,00001,488,4002,164,400+676,000
FIRST TRUST Eurozone AlphaDEX ETF103,857112,758+8,9016,376,6847,021,440+644,756
VANGUARD WORLD FUND Utilities ETF03,250+3,2500643,955+643,955
PAN AMERICAN SILVER CORP NPV Common Stock070,914+70,91403,871,696+3,871,696
DEFINIUM THERAPEUTICS INC NPV Ordinary Shares030,200+30,2000570,780+570,780
VERALTO CORP USD0.01 Common Stock0202,923+202,923017,942,451+17,942,451
VANGUARD SCOTTSDAL Short Term Corp Bond Index ETF052,038+52,03804,125,052+4,125,052
BROOKFIELD INFRASTRUCTURE PRTS Partners L P Shares95,723107,194+11,4713,325,4173,871,847+546,430
FIRST TRUST Emerging Markets AlphaDEX ETF46,07959,637+13,5581,260,2601,786,348+526,088
INTEL CORP USD0.001 Common Stock111,455104,771-6,6844,112,6894,623,544+510,855
ROBLOX CORPORATION USD0.0001 Cls A Common Stock014,015+14,0150792,688+792,688
NORDIC AMERICAN TANKERS LTD USD0.01 Common Stock0205,950+205,95001,206,867+1,206,867
CANADIAN NATURAL RESOURCES LTD NPV Common Stock26,30828,502+2,194892,3421,386,184+493,842
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