Fund HoldingsRathbones Group PLC

Total Portfolio Value
$25.58B
Total Bought
$1.79B
Total Sold
$1.39B
Net Transaction
+$408.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TOTALENERGIES SE EUR2.5 Shares(TTE)03,379,216+3,379,2160220,6600.86%+220,660
ALPHABET INC USD0.001 Cls A Common Stock(GOOG)4,646,5864,292,095-354,4911,129,5851,343,4265.25%+213,841
LILLY (ELI) & CO NPV Common Stock(LLY)339,938392,154+52,216259,373421,4401.65%+162,067
BROADCOM CORP USD1 Common Stock(AVGO)667,398966,391+298,993220,181334,4681.31%+114,287
KKR & CO INC NPV Class A Common Stock(KKR)814,3721,500,547+686,175105,828191,2900.75%+85,462
THERMO FISHER SCIENTIFIC INC USD1 Common Stock(TMO)942,391926,733-15,658457,078536,9952.10%+79,917
ALPHABET INC USD0.001 Cls C Common Stock(GOOG)1,907,5571,712,515-195,042464,586537,3872.10%+72,802
STRYKER CORP USD0.10 Common Stock(SYK)0219,265+219,265077,0650.30%+77,065
APPLE INC NPV Common Stock(AAPL)3,132,0503,151,569+19,519797,514856,7863.35%+59,272
BOOKING HOLDINGS INC USD0.008 Common Stock(BKNG)064,908+64,9080347,6041.36%+347,604
UBS GROUP USD0.10 Shares(UBS)01,207,500+1,207,500056,3300.22%+56,330
ARM HOLDINGS PLC Spon ADR Each Rep 1 Ord Shs0500,043+500,043054,6600.21%+54,660
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)941,5761,018,629+77,053262,973309,5511.21%+46,578
INTUITIVE SURGICAL INC USD0.001 Common Stock0613,661+613,6610256,7911.00%+256,791
BOSTON SCIENTIFIC USD0.01 Common Stock(BSX)02,759,657+2,759,6570263,1331.03%+263,133
GOLDMAN SACHS GROUP USD0.01 Common Stock(GS)276,364293,273+16,909220,082257,7871.01%+37,704
FREEPORT-MCMORAN INC USD0.10 Common Stock(FCX)01,796,710+1,796,710091,2550.36%+91,255
CRH EUR0.32 Ord Shs
ORD
2,513,6592,689,587+175,928301,205335,8641.31%+34,660
MAGNUM ICE CREAM CO EUR1 Ordinary Shares(MICC)02,078,679+2,078,679032,9350.13%+32,935
COCA-COLA CO USD0.25 Common Stock(KO)05,925,755+5,925,7550414,2701.62%+414,270
S&P GLOBAL INC USD1 Common Stock(SPGI)0638,030+638,0300333,4281.30%+333,428
ALCON AG CHF0.04 Shares(ALC)0337,067+337,067026,9210.11%+26,921
CBRE GROUP INC USD0.01 Class A Common Stock(CBRE)434,466545,862+111,39668,45487,7690.34%+19,315
AMAZON COM INC USD0.01 Common Stock(AMZN)5,478,0015,294,365-183,6361,202,8051,222,0454.78%+19,241
EXXON MOBIL CORP NPV Common Stock786,320896,133+109,81388,658107,8410.42%+19,183
AMPHENOL CORP USD0.001 Cls A Common Stock2,968,1612,839,137-129,024367,310383,6811.50%+16,371
NVIDIA CORP USD0.001 Common Stock(NVDA)5,635,2945,722,193+86,8991,051,4331,067,1894.17%+15,756
PARKER-HANNIFIN CORP USD0.50 Common Stock(PH)113,345112,715-63085,93399,0720.39%+13,139
ROYAL BANK OF CANADA NPV Common Stock(RY)298,232325,014+26,78243,96555,4800.22%+11,515
VERALTO CORP USD0.01 Common Stock(VLTO)56,951174,223+117,2726,07217,3840.07%+11,312
WASTE MANAGEMENT INC NPV Common Stock(WM)411,118463,274+52,15690,787101,7860.40%+10,999
RTX CORP USD1.00 Common Stock(RTX)0824,699+824,6990151,2500.59%+151,250
MOTOROLA SOLUTIONS INC USD0.01 Common Stock(MSI)159,566218,618+59,05272,96883,8010.33%+10,833
JP MORGAN CHASE & CO USD1 Common Stock(JPM)2,763,3952,737,607-25,788871,658882,1123.45%+10,454
CHUBB LTD CHF24.15 Ordinary Shares
COM
0332,641+332,6410103,8240.41%+103,824
US BANCORP DEL USD0.01 Common Stock(USB)1,891,8421,895,905+4,06391,433101,1650.40%+9,733
HDFC BANK LTD Spon ADR Each Rep 3 INR10 Shs(HDB)2,490,5302,585,814+95,28485,07794,4860.37%+9,409
ULTA BEAUTY INC USD0.01 Common Stock(ULTA)0103,204+103,204062,4390.24%+62,439
JOHNSON & JOHNSON USD1 Common Stock(JNJ)801,879762,771-39,108148,684157,8550.62%+9,171
VISA INC USD0.0001 Common Stock(V)03,247,548+3,247,54801,138,9484.45%+1,138,948
GUARDANT HEALTH INC USD0.00001 Common Stock(GH)200,088205,113+5,02512,50120,9500.08%+8,449
CAMECO CORP NPV Common Stock(CCJ)520,202560,250+40,04843,66251,3610.20%+7,699
MERCADOLIBRE INC USD0.001 Common Stock(MELI)014,989+14,989030,1920.12%+30,192
GE VERNOVA INC USD0.01 Common Stock(GEV)59,36567,309+7,94436,50443,9910.17%+7,488
FERRARI NV EUR0.01 Common Stock
COM
021,754+21,75408,1340.03%+8,134
COOPER COS INC USD0.10 Com Stk (Post Split)(COO)0598,999+598,999049,0940.19%+49,094
ESTEE LAUDER COS USD0.01 Class A Common Stock(EL)222,039251,351+29,31219,56626,3210.10%+6,755
SHOPIFY INC NPV Class A Common Stock(SHOP)1,478,6081,401,781-76,827219,736225,6450.88%+5,909
SPDR GOLD TRUST Gold Shares NPV(GLD)205,882199,531-6,35173,18579,0770.31%+5,892
API GROUP CORP USD0.0001 Common Stock(APG)0211,909+211,90908,1080.03%+8,108
CME GROUP INC USD0.01 Cls A Common Stock(CME)988,928999,530+10,602267,198272,9521.07%+5,753
CANADIAN PAC KANSAS CITY LTD NPV Common Stock(CP)01,729,339+1,729,3390127,3420.50%+127,342
DANAHER CORP USD0.01 Common Stock(DHR)0265,499+265,499060,7780.24%+60,778
DEERE & CO USD1 Common Stock(DE)0316,393+316,3930147,3030.58%+147,303
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock0991,887+991,8870498,5701.95%+498,570
ISHARES BITCOIN TRUST ETF NPV Common Stock(IBIT)088,399+88,39904,3890.02%+4,389
CATERPILLAR INC USD1 Common Stock(CAT)199,111172,709-26,40295,00698,9400.39%+3,934
DIVERSIFIED ENERGY CO USD0.01 Shares (DI)(DEC)0270,410+270,41003,9100.02%+3,910
AMER TOWER CORP USD0.01 New Common Stock(AMT)0474,216+474,216083,2580.33%+83,258
NEWMONT CORP USD1.60 Common Stock(NEM)89,079113,801+24,7227,51011,3630.04%+3,853
BROWN & BROWN INC USD0.10 Common Stock(BRO)794,703980,954+186,25174,53578,1820.31%+3,647
LESAKA TECHNOLOGIES INC USD0.001 Common Stock03,644,420+3,644,420017,3840.07%+17,384
PAYPAL HOLDINGS INC USD0.0001 Common Stock(PYPL)0264,325+264,325015,4310.06%+15,431
COPART INC USD0.001 Common Stock(CPRT)090,009+90,00903,5240.01%+3,524
REPUBLIC SERVICES INC USD0.01 Common Stock(RSG)0115,742+115,742024,5290.10%+24,529
COLGATE-PALMOLIVE CO NPV Common Stock(CL)0214,516+214,516016,9510.07%+16,951
BURFORD CAPITAL LTD NPV Ordinary Shares
ORD SHS
0324,268+324,26802,9050.01%+2,905
ADVANCED MICRO DEVICES INC USD0.01 Common Stock(AMD)020,321+20,32104,3520.02%+4,352
MORGAN STANLEY USD0.01 Common Stock(MS)771,919705,425-66,494122,704125,2340.49%+2,530
AXON ENTERPRISE INC USD0.00001 Common Stock(AXON)045,808+45,808026,0160.10%+26,016
BANK OF AMERICA CORP NPV Common Stock0915,457+915,457050,3500.20%+50,350
FIRST TRUST NASDAQ Clean Edge Smart Grid
NASDQ CLN EDGE
034,384+34,38405,2610.02%+5,261
GE HEALTHCARE TECH INC USD0.01 Common Stock(GEHC)370,099365,345-4,75427,79429,9660.12%+2,171
MICRON TECHNOLOGY INC USD0.10 Common Stock(MU)020,665+20,66505,8980.02%+5,898
COEUR MINING INC USD1 Common Stock(CDE)0173,349+173,34903,0910.01%+3,091
CITIGROUP INC USD0.01 Common Stock(C)0172,172+172,172020,0910.08%+20,091
BALLYS CORP USD0.01 Com Stock (Rolling Shs0350,190+350,19005,7850.02%+5,785
VANGUARD INDEX FUNDS Total Stock Market ETF09,953+9,95303,3370.01%+3,337
WAL-MART STORES INC USD0.1 Common Stock(WMT)1,481,6081,386,505-95,103152,695154,4710.60%+1,776
VANGUARD INTL EQUITY FTSE Pacific ETF0187,534+187,534016,9530.07%+16,953
GE AEROSPACE USD0.01 Common Stock(GE)158,147159,906+1,75947,57449,2560.19%+1,682
CISCO SYSTEMS INC USD0.001 Common Stock(CSCO)0279,687+279,687021,5440.08%+21,544
SPROTT ASSET MGMT Physical Silver(PSLV)383,447319,433-64,0146,0207,5550.03%+1,534
NOVO-NORDISK AS ADR Rep 1 DKK1 Cls B Shares(NVO)073,138+73,13803,7210.01%+3,721
TJX COMPANIES INC NPV Common Stock(TJX)1,020,903969,851-51,052147,561148,9790.58%+1,417
ARCH CAPITAL GROUP LTD USD0.01 Common Stock
ORD
018,369+18,36901,7620.01%+1,762
INVESCO QQQ TRUST Unit Series 1 ETF28,63830,226+1,58817,19318,5680.07%+1,375
DEUTSCHE BANK AG NPV Shares (Regd)
NAMEN AKT
034,914+34,91401,3630.01%+1,363
CROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common Stock(CRWD)013,375+13,37506,2700.02%+6,270
MANCHESTER UTD PLC USD0.0005 Cls A Common Stock
ORD CL A
082,632+82,63201,3160.01%+1,316
FEDEX CORP USD0.10 Common Stock(FDX)023,486+23,48606,7840.03%+6,784
DUOLINGO INC USD0.0001 Cls A Common Stock(DUOL)07,249+7,24901,2720.00%+1,272
SOLSTICE ADVANCED MATERIALS USD0.01 Common Stock(SOLS)024,537+24,53701,1920.00%+1,192
FIRST TRUST Eurozone AlphaDEX ETF
EURO ALPHADEX
89,280103,857+14,5775,2486,3770.02%+1,129
WELLS FARGO & CO USD1.6666 Common Stock(WFC)0113,850+113,850010,6110.04%+10,611
BANK OF NOVA SCOTIA NPV Common Stock132,578131,118-1,4608,5749,6830.04%+1,109
JOHNSON CONTROLS INTL USD1 Common Stock
SHS
0250,867+250,867030,0410.12%+30,041
WASTE CONNECTIONS INC NPV Common Stock(WCN)0669,442+669,4420117,3940.46%+117,394
COUPANG INC USD0.0001 Cls A Common Stock(CPNG)045,932+45,93201,0840.00%+1,084
VANGUARD SCOTTSDAL FUNDS Intermediate Term Treasury ETF
INTER TERM TREAS
016,935+16,93501,0150.00%+1,015
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