Fund Holdings — Rathbones Group PLC

Total Portfolio Value
$24.63B
Total Bought
$1.75B
Total Sold
$1.73B
Net Transaction
+$27.13M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC USD0.001 Cls A Common Stock(GOOG)4,746,6274,646,586-100,041836,4981,129,5854.59%+293,087
NVIDIA CORP USD0.001 Common Stock(NVDA)5,063,8055,635,294+571,489800,0311,051,4334.27%+251,403
APPLE INC NPV Common Stock(AAPL)2,907,4673,132,050+224,583596,525797,5143.24%+200,989
BROADCOM CORP USD1 Common Stock(AVGO)97,900667,398+569,49826,986220,1810.89%+193,195
CRH EUR0.32 Ord Shs (Primary List)
ORD
1,967,2392,513,659+546,420180,704301,2051.22%+120,500
ALPHABET INC USD0.001 Cls C Common Stock(GOOG)1,995,7821,907,557-88,225354,032464,5861.89%+110,554
THERMO FISHER SCIENTIFIC INC USD1 Common Stock(TMO)905,354942,391+37,037367,085457,0781.86%+89,994
JP MORGAN CHASE & CO USD1 Common Stock(JPM)2,773,0752,763,395-9,680803,942871,6583.54%+67,716
META PLATFORMS INC USD0.000006 Cls A Common Stock(META)551,228644,191+92,963406,856473,0811.92%+66,225
MICROSOFT CORP USD 0.00000625 Common Stock(MSFT)3,506,2293,492,242-13,9871,744,0331,808,8077.34%+64,773
HDFC BANK LTD Spon ADR Each Rep 3 INR10 Shs(HDB)290,2022,490,530+2,200,32822,25085,0770.35%+62,827
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)888,503941,576+53,073201,237262,9731.07%+61,736
GOLDMAN SACHS GROUP USD0.01 Common Stock(GS)245,539276,364+30,825173,780220,0820.89%+46,302
LILLY (ELI) & CO NPV Common Stock(LLY)274,999339,938+64,939214,370259,3731.05%+45,003
AMPHENOL CORP USD0.001 Cls A Common Stock3,282,8562,968,161-314,695324,182367,3101.49%+43,128
MARSH & MCLENNAN CO INC USD1 Common Stock(MRSH)990,9441,264,247+273,303216,660254,7841.03%+38,124
SHOPIFY INC NPV Class A Common Stock(SHOP)1,577,8321,478,608-99,224182,002219,7360.89%+37,733
BJS WHOLESALE CLUB HLDGS INC USD0.01 Common Stock(BJ)35,300343,107+307,8073,80631,9950.13%+28,188
PARKER-HANNIFIN CORP USD0.50 Common Stock(PH)85,260113,345+28,08559,55285,9330.35%+26,381
OREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock(ORLY)1,505,1241,500,251-4,873135,657161,7420.66%+26,085
HOME DEPOT INC USD0.05 Common Stock(HD)577,637582,821+5,184211,785236,1530.96%+24,368
TJX COMPANIES INC NPV Common Stock(TJX)1,001,1081,020,903+19,795123,627147,5610.60%+23,934
CADENCE DESIGN SYSTEMS INC USD0.01 Common Stock(CDNS)561,610559,949-1,661173,060196,6880.80%+23,628
APTIV PLC USD0.01 Common Shares(APTV)1,382,9581,365,739-17,21994,345117,7540.48%+23,409
CBRE GROUP INC USD0.01 Class A Common Stock(CBRE)332,288434,466+102,17846,56068,4540.28%+21,894
UBER TECHNOLOGIES USD0.00001 Common Stock(UBER)1,073,5881,225,729+152,141100,166120,0850.49%+19,919
ORACLE CORP USD0.01 Common Stock(ORCL)23,25785,979+62,7225,08524,1810.10%+19,096
JOHNSON & JOHNSON USD1 Common Stock(JNJ)850,658801,879-48,779129,938148,6840.60%+18,746
MCDONALD'S CORP USD0.01 Common Stock(MCD)304,134353,145+49,01188,859107,3170.44%+18,458
MARTIN MARIETTA MATERIALS USD0.01 Common Stock(MLM)202,086202,076-10110,937127,3640.52%+16,427
MORGAN STANLEY USD0.01 Common Stock(MS)762,845771,919+9,074107,454122,7040.50%+15,250
EXXON MOBIL CORP NPV Common Stock704,535786,320+81,78575,94988,6580.36%+12,709
ABBOTT LABORATORIES NPV Common Stock2,876,4823,008,738+132,256391,230402,9901.64%+11,760
BOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock656,297799,265+142,96868,34079,8870.32%+11,546
ROYAL BANK OF CANADA NPV Common Stock(RY)247,880298,232+50,35232,60443,9650.18%+11,362
TESLA INC USD0.001 Common Stock(TSLA)93,24791,048-2,19929,62140,4910.16%+10,870
SPDR GOLD TRUST NPV Shares ETF(GLD)207,750205,882-1,86863,32873,1850.30%+9,856
WEC ENERGY GROUP INC USD0.01 Common Stock(WEC)732,135748,935+16,80076,28885,8200.35%+9,532
GE AEROSPACE USD0.01 Common Stock(GE)149,006158,147+9,14138,35347,5740.19%+9,221
BROWN & BROWN INC USD0.10 Common Stock(BRO)589,460794,703+205,24365,35374,5350.30%+9,182
CME GROUP INC USD0.01 Cls A Common Stock(CME)937,358988,928+51,570258,355267,1981.08%+8,844
CAMECO CORP NPV Common Stock(CCJ)478,540520,202+41,66235,47043,6620.18%+8,193
MOTOROLA SOLUTIONS INC USD0.01 Common Stock(MSI)154,166159,566+5,40064,82172,9680.30%+8,147
WAL-MART STORES INC USD0.1 Common Stock(WMT)1,479,3711,481,608+2,237144,653152,6950.62%+8,042
CHEVRON CORP USD0.75 Common Stock(CVX)746,922740,376-6,546106,952114,9730.47%+8,021
KKR & CO INC NPV Class A Common Stock(KKR)735,396814,372+78,97697,830105,8280.43%+7,998
LOCKHEED MARTIN CO USD1 Common Stock(LMT)201,549201,193-35693,345100,4380.41%+7,092
CATERPILLAR INC USD1 Common Stock(CAT)227,901199,111-28,79088,47395,0060.39%+6,532
AMAZON COM INC USD0.01 Common Stock(AMZN)5,455,2985,478,001+22,7031,196,8381,202,8054.88%+5,967
US BANCORP DEL USD0.01 Common Stock(USB)1,897,3891,891,842-5,54785,85791,4330.37%+5,576
GE VERNOVA INC USD0.01 Common Stock(GEV)58,77859,365+58731,10236,5040.15%+5,401
VANGUARD INDEX FUNDS S&P 500 ETF (USD)103,183104,431+1,24858,61163,9510.26%+5,340
BLACKROCK INC USD0.01 Common Stock(BLK)58,01556,715-1,30060,87266,1220.27%+5,250
ALIBABA GROUP HOLDINGS LTD Spon ADS Each Rep 1 Ord(BABA)61,57367,827+6,2546,98312,1230.05%+5,140
GE HEALTHCARE TECH INC USD0.01 Common Stock(GEHC)306,430370,099+63,66922,69727,7940.11%+5,097
ESTEE LAUDER COS USD0.01 Class A Common Stock(EL)179,223222,039+42,81614,48119,5660.08%+5,085
AUTOZONE INC USD0.01 Common Stock(AZO)8,6658,640-2532,16637,0680.15%+4,901
SPOTIFY TECHNOLOGY EUR0.000625 Common Stock(SPOT)6,02113,442+7,4214,6209,3830.04%+4,762
ROLLINS INC USD1 Common Stock(ROL)1,958,1171,958,1170110,477115,0200.47%+4,543
ECOLAB INC USD1 Common Stock(ECL)278,780289,572+10,79275,11479,3020.32%+4,188
INNODATA INC USD0.01 Common Stock(INOD)136,401144,584+8,1836,98611,1430.05%+4,157
EQUINIX INC USD0.001 New Common Stock(EQIX)210,779218,956+8,177167,668171,4950.70%+3,827
AECOM TECHNOLOGY CORP USD0.01 Common Stock(ACM)149,687157,866+8,17916,89420,5970.08%+3,703
BANCO BILBAO VIZCAYA ADS Ea Rep 1 Ord EUR0.49(BBVA)70,175246,151+175,9761,0794,7380.02%+3,660
ROYAL CARIBBEAN CRUISES LTD USD0.01 Common Stock
COM
356,091355,631-460111,506115,0750.47%+3,569
LINDE PLC EUR0.001 Common Shares(LIN)584,284584,563+279274,134277,6671.13%+3,533
ABBVIE INC USD0.01 Common Stock(ABBV)71,71371,635-7813,31116,5860.07%+3,275
SHERWIN-WILLIAMS USD1 Common Stock(SHW)267,178273,841+6,66391,73894,8200.39%+3,082
VERALTO CORP USD0.01 Common Stock(VLTO)30,17556,951+26,7763,0466,0720.02%+3,025
APPLIED MATERIALS INC NPV Common Stock133,391133,188-20324,42027,2690.11%+2,849
AGNICO EAGLE MINES LTD NPV Common Stock(AEM)53,02853,905+8776,3059,0820.04%+2,776
FIRST TRUST Eurozone AlphaDEX ETF
EURO ALPHADEX
46,54189,280+42,7392,5725,2480.02%+2,676
MCKESSON CORP USD0.01 Common Stock(MCK)55,15755,769+61240,41843,0840.17%+2,666
SPDR SERIES TRUST S&P 500 ETF Trust(SPY)76,85875,171-1,68747,48750,0770.20%+2,591
NEWMONT CORP USD1.60 Common Stock(NEM)88,16689,079+9135,1367,5100.03%+2,374
ISHARES TRUST Global Technology ETF91,364102,863+11,4998,43710,6160.04%+2,180
INVESCO QQQ TRUST Unit Series 1 ETF27,30228,638+1,33615,06117,1930.07%+2,133
ELECTRONIC ARTS INC USD0.01 Common Stock230,977193,236-37,74136,88738,9760.16%+2,089
FIRST TRUST Japan AlphaDEX ETF
JAPAN ALPHADEX
83,523107,582+24,0594,9887,0110.03%+2,023
VANGUARD INTL EQUITY FTSE Emerging Markets Idx ETF133,405157,747+24,3426,5988,5470.03%+1,949
BROOKFIELD INFRASTRUCTURE PRTS Partners L P Shares
LP INT UNIT
25,19283,236+58,0448442,7380.01%+1,894
VANGUARD INTL EQUITY Total World Stock Market ETF88,61896,234+7,61611,38913,2610.05%+1,872
GUARDANT HEALTH INC USD0.00001 Common Stock(GH)205,965200,088-5,87710,71812,5010.05%+1,783
CSX CORP USD1 Common Stock(CSX)172,051207,454+35,4035,6147,3670.03%+1,753
FLUTTER ENTERTAINMENT PLC EUR0.09 Ord Shs (US Line) (DI)(FLUT)06,825+6,82501,7340.01%+1,734
BARRICK MINING CORP NPV Common Stock (CAD)(B)131,960136,483+4,5232,7454,4780.02%+1,733
WASTE MANAGEMENT INC NPV Common Stock(WM)390,045411,118+21,07389,25090,7870.37%+1,537
PAN AMERICAN SILVER CORP NPV Common Stock(PAAS)37,67167,106+29,4351,0692,5990.01%+1,530
IDEXX LABORATORIES INC USD0.10 Common Stock(IDXX)137,219117,569-19,65073,59675,1140.30%+1,518
XYLEM INC USD0.01 Common Stock(XYL)410,989369,965-41,02453,16654,5700.22%+1,404
ARES CAPITAL CORP USD0.001 Common Stock(ARCC)345,007438,807+93,8007,5768,9560.04%+1,380
PALANTIR TECHNOLOGIES INC USD0.001 Cls A Common Stock(PLTR)35,98634,309-1,6774,9066,2590.03%+1,353
SPDR SERIES TRUST S&P Fossil Fuel Res Free ETF
ST STR SP500FF
336,612336,612017,14418,4630.07%+1,320
VONTIER CORP USD0.0001 Common Stock(VNT)284,567281,219-3,34810,50111,8030.05%+1,302
BANK OF NOVA SCOTIA NPV Common Stock132,578132,57807,3168,5740.03%+1,258
INTEL CORP USD0.001 Common Stock(INTC)114,530113,920-6102,5653,8220.02%+1,257
GXO LOGISTICS INC (WI) USD0.01 Common Stock(GXO)294,756294,561-19514,35515,5790.06%+1,225
INVESCO LTD USD0.20 Common Stock(IVZ)170,480170,48002,6883,9110.02%+1,222
MEDTRONIC PLC USD0.0001 Common Stock(MDT)58,55465,512+6,9585,1046,2390.03%+1,135
SPROTT ASSET MGMT Physical Silver(PSLV)399,155383,447-15,7084,8866,0200.02%+1,134
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Rathbones Group PLC — 13F Holdings — Q3 2025 | TickerTrail