Fund HoldingsRathbones Group PLC

Total Portfolio Value
$19.82B
Total Bought
$1.66B
Total Sold
$501.83M
Net Transaction
+$1.16B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FERGUSON ENTERPRISES INC USD0.0001 Common Stock(FERG)0721,330+721,3300143,1230.72%+143,123
ACCENTURE PLC New A Class Shares
SHS CLASS A
01,025,230+1,025,2300362,3981.83%+362,398
VISA INC USD0.0001 Common Stock(V)03,414,328+3,414,3280938,7694.74%+938,769
THERMO FISHER SCIENTIFIC INC USD1 Common Stock(TMO)722,412747,492+25,080399,494462,3762.33%+62,882
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock0952,377+952,3770438,3412.21%+438,341
COCA-COLA CO USD0.25 Common Stock(KO)5,340,8695,441,097+100,228339,946390,9971.97%+51,051
JP MORGAN CHASE & CO USD1 Common Stock(JPM)2,624,8802,706,772+81,892530,908570,7502.88%+39,842
S&P GLOBAL INC USD1 Common Stock(SPGI)492,399501,459+9,060219,610259,0641.31%+39,454
MARSH & MCLENNAN CO INC USD1 Common Stock(MRSH)436,203585,167+148,96491,917130,5450.66%+38,628
HOME DEPOT INC USD0.05 Common Stock(HD)0574,642+574,6420232,8451.17%+232,845
APPLE INC NPV Common Stock(AAPL)3,113,5012,959,490-154,011655,766689,5613.48%+33,796
CHEVRON CORP USD0.75 Common Stock(CVX)282,544529,325+246,78144,19677,9540.39%+33,758
MCDONALD'S CORP USD0.01 Common Stock(MCD)555,657572,241+16,584141,604174,2530.88%+32,649
CME GROUP INC USD0.01 Cls A Common Stock(CME)01,315,784+1,315,7840290,3281.47%+290,328
EQUINIX INC USD0.001 New Common Stock(EQIX)0197,740+197,7400175,5200.89%+175,520
MASTERCARD INC USD0.0001 Class A Common Stock(MA)0555,162+555,1620274,1391.38%+274,139
ABBOTT LABORATORIES NPV Common Stock02,541,806+2,541,8060289,7911.46%+289,791
CADENCE DESIGN SYSTEMS INC USD0.01 Common Stock(CDNS)253,162386,124+132,96277,911104,6510.53%+26,741
MSCI INC USD0.01 Common Stock(MSCI)16,12057,618+41,4987,76633,5870.17%+25,821
SALESFORCE.COM INC USD0.001 Common Stock(CRM)352,785425,558+72,77390,701116,4790.59%+25,778
DEERE & CO USD1 Common Stock(DE)323,702347,135+23,433120,945144,8700.73%+23,925
RTX CORP USD1.00 Common Stock(RTX)822,702874,736+52,03482,591105,9830.53%+23,392
META PLATFORMS INC USD0.000006 Cls A Common Stock(META)282,468289,262+6,794142,426165,5850.84%+23,159
LINDE PLC EUR0.001 Common Shares(LIN)0539,440+539,4400257,2371.30%+257,237
INTUITIVE SURGICAL INC USD0.001 Common Stock683,727683,275-452220,439242,8501.23%+22,411
SHERWIN-WILLIAMS USD1 Common Stock(SHW)0267,932+267,9320102,2620.52%+102,262
LILLY (ELI) & CO NPV Common Stock(LLY)129,360156,896+27,536117,120139,0000.70%+21,880
CINTAS CORP NPV Common Stock(CTAS)171,872686,293+514,421120,355141,2940.71%+20,939
WAL-MART STORES INC USD0.1 Common Stock(WMT)1,583,3031,582,455-848107,205127,7830.64%+20,578
BOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock343,073449,534+106,46152,79973,1660.37%+20,367
UNITED HEALTHCARE CORP USD0.01 Common Stock(UNH)171,321181,107+9,78687,247105,8900.53%+18,643
BOOKING HOLDINGS INC USD0.008 Common Stock(BKNG)44,30245,979+1,677175,502193,6690.98%+18,167
PROCTER & GAMBLE CO NPV Common Stock(PG)1,029,5551,084,748+55,193169,794187,8780.95%+18,084
OREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock(ORLY)28,04940,235+12,18629,62146,3350.23%+16,713
COOPER COS INC USD0.10 Com Stk (Post Split)(COO)0580,021+580,021064,0000.32%+64,000
CHUBB LTD CHF24.15 Ordinary Shares
COM
0333,903+333,903096,2940.49%+96,294
BOSTON SCIENTIFIC USD0.01 Common Stock(BSX)2,407,1862,405,458-1,728185,377201,5771.02%+16,200
AMER TOWER CORP USD0.01 New Common Stock(AMT)350,427361,048+10,62168,11683,9650.42%+15,849
MONDELEZ INTL INC USD0.01 Common Stock(MDLZ)01,862,495+1,862,4950137,2100.69%+137,210
SHOPIFY INC NPV Class A Common Stock(SHOP)1,119,8591,112,201-7,65873,96789,1320.45%+15,165
EQUIFAX INC USD1.25 Common Stock(EFX)0292,937+292,937086,0820.43%+86,082
JOHNSON & JOHNSON USD1 Common Stock(JNJ)01,207,318+1,207,3180195,6580.99%+195,658
CATERPILLAR INC USD1 Common Stock(CAT)0213,160+213,160083,3710.42%+83,371
WEC ENERGY GROUP INC USD0.01 Common Stock(WEC)778,583784,304+5,72161,08875,4340.38%+14,347
SERVICENOW INC USD0.001 Common Stock(NOW)134,557134,345-212105,852120,1570.61%+14,305
DANAHER CORP USD0.01 Common Stock(DHR)289,997311,807+21,81072,45686,6890.44%+14,233
CANADIAN PAC KANSAS CITY LTD NPV Common Stock(CP)1,167,8821,236,718+68,83691,949105,8010.53%+13,852
LOCKHEED MARTIN CO USD1 Common Stock(LMT)161,496152,052-9,44475,43588,8840.45%+13,449
CBRE GROUP INC USD0.01 Class A Common Stock(CBRE)0104,620+104,620013,0230.07%+13,023
CRH EUR0.32 Ord Shs (Primary List)
ORD
0683,612+683,612063,3140.32%+63,314
ULTA BEAUTY INC USD0.01 Common Stock(ULTA)154,095183,606+29,51159,46171,4450.36%+11,984
GE HEALTHCARE TECH INC USD0.01 Common Stock(GEHC)0223,589+223,589020,9840.11%+20,984
FREEPORT-MCMORAN INC USD0.10 Common Stock(FCX)01,220,504+1,220,504060,9280.31%+60,928
US BANCORP DEL USD0.01 Common Stock(USB)1,596,5121,615,960+19,44863,38273,8980.37%+10,516
PUBLIC STORAGE INC USD0.10 Common Stock(PSA)033,576+33,576012,2170.06%+12,217
APTIV PLC USD0.01 Common Stock(APTV)01,405,174+1,405,1740101,1870.51%+101,187
MORGAN STANLEY USD0.01 Common Stock(MS)720,144764,832+44,68869,99179,7260.40%+9,735
ZOETIS INC USD0.01 Cls A Common Stock(ZTS)398,009402,128+4,11968,99978,5680.40%+9,569
BLACKROCK INC NPV Class A Common Stock(BLK)31,22135,770+4,54924,58133,9640.17%+9,383
MARVELL TECHNOLOGY INC USD0.002 Common Stock(MRVL)706,657809,725+103,06849,39558,3970.29%+9,002
IDEXX LABORATORIES INC USD0.10 Common Stock(IDXX)97,235111,181+13,94647,37356,1710.28%+8,798
NEXTERA ENERGY INC USD0.01 Common Stock(NEE)535,465546,833+11,36837,91646,2240.23%+8,308
BROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock(BR)0439,525+439,525094,5110.48%+94,511
MICROSOFT CORP USD 0.00000625 Common Stock(MSFT)3,214,0473,355,921+141,8741,436,5181,444,0537.29%+7,535
TJX COMPANIES INC NPV Common Stock(TJX)1,059,9901,055,712-4,278116,705124,0880.63%+7,383
NETFLIX COM INC USD0.001 Common Stock(NFLX)42,44050,659+8,21928,64235,9310.18%+7,289
ROPER TECHNOLOGIES INC USD0.01 Common Stock(ROP)49,75963,381+13,62228,04735,2680.18%+7,221
ANSYS INC USD0.01 Common Stock0246,615+246,615078,5790.40%+78,579
AMAZON COM INC USD0.01 Common Stock(AMZN)4,817,5345,029,387+211,853930,988937,1264.73%+6,137
COSTCO CORP NPV Common Stock(COST)305,990300,282-5,708260,096266,1441.34%+6,048
GE AEROSPACE USD0.01 Common Stock(GE)0201,635+201,635038,0240.19%+38,024
LIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk(FWONA)1,046,6561,046,656075,19281,0430.41%+5,851
SMURFIT WESTROCK LTD USD0.001 Common Stock (DI)(SW)0113,090+113,09005,6700.03%+5,670
GOLDMAN SACHS GROUP USD0.01 Common Stock(GS)81,71285,593+3,88136,96042,3780.21%+5,418
OTIS WORLDWIDE CORP USD0.01 Common Stock (WI)(OTIS)454,207472,560+18,35343,72249,1180.25%+5,396
MERCK & CO INC USD0.50 Common Stock(MRK)01,208,941+1,208,9410137,2870.69%+137,287
HUNT (JB) TRANSPORT SVCS INC USD0.01 Common Stock(JBHT)0416,591+416,591071,7910.36%+71,791
ECOLAB INC USD1 Common Stock(ECL)308,647307,785-86273,45878,5870.40%+5,129
SPDR GOLD TRUST NPV Shares ETF(GLD)0214,020+214,020052,0200.26%+52,020
JOHNSON CONTROLS INTL USD1 Common Stock
SHS
350,821365,787+14,96623,31928,3890.14%+5,070
ROYAL BANK OF CANADA NPV Common Stock(RY)282,224280,471-1,75330,04035,0450.18%+5,005
AECOM TECHNOLOGY CORP USD0.01 Common Stock(ACM)36,97779,606+42,6293,2598,2210.04%+4,962
ILLINOIS TOOL WORKS INC NPV Common Stock(ITW)88,26598,557+10,29220,91525,8290.13%+4,914
GE VERNOVA INC USD0.01 Common Stock(GEV)59,49159,033-45810,20315,0520.08%+4,849
ESTEE LAUDER COS USD0.01 Class A Common Stock(EL)01,104,480+1,104,4800110,1060.56%+110,106
APPLIED MATERIALS INC NPV Common Stock61,34694,054+32,70814,47719,0040.10%+4,527
PEPSICO INC USD0.016666 Cap(PEP)0557,126+557,126094,7390.48%+94,739
TESLA INC USD0.001 Common Stock(TSLA)116,688104,751-11,93723,09027,4060.14%+4,316
TRANE TECHNOLOGIES PLC USD1 Common Stock(TT)074,598+74,598028,9980.15%+28,998
HANNON ARMSTRONG SUST INFRA USD0.01 Common Stock(HASI)509,500553,623+44,12315,08119,0830.10%+4,002
HCA Healthcare Inc COM USD0.01(HCA)047,530+47,530019,3180.10%+19,318
MERCADOLIBRE INC USD0.001 Common Stock(MELI)8,5838,640+5714,10517,7290.09%+3,624
ROLLINS INC USD1 Common Stock(ROL)1,994,4661,994,466097,310100,8800.51%+3,570
AXON ENTERPRISE INC USD0.00001 Common Stock(AXON)028,232+28,232011,2820.06%+11,282
PAYCHEX INC USD0.01 Common Stock(PAYX)137,224143,773+6,54916,26919,2930.10%+3,024
UBER TECHNOLOGIES USD0.00001 Common Stock(UBER)278,216309,086+30,87020,22123,2310.12%+3,010
WASTE MANAGEMENT INC NPV Common Stock(WM)355,443379,415+23,97275,83078,7670.40%+2,936
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)653,497670,930+17,433113,584116,5200.59%+2,936
ADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock(WMS)0229,577+229,577036,0800.18%+36,080
ON SEMICONDUCTOR USD0.01 Common Stock(ON)56,80592,625+35,8203,8946,7260.03%+2,832
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