Fund Holdings — Perpetual Ltd

Total Portfolio Value
$6.52B
Total Bought
$924.06M
Total Sold
$1.49B
Net Transaction
-$569.54M
Filing Period:
Securities
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SharesValue ($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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TE CONNECTIVITY PLC(TEL)0770,370+770,3700161,0232.47%+161,023
BAKER HUGHES COMPANY(BKR)01,966,391+1,966,3910120,0481.84%+120,048
NEWS CORP NEW(NWS)192,3132,487,897+2,295,5845,69870,9301.09%+65,232
NU HLDGS LTD(NU)2,787,5706,014,970+3,227,40046,66486,4351.33%+39,771
PROSPERITY BANCSHARES INC(PB)0574,123+574,123038,5700.59%+38,570
PERMIAN RESOURCES CORP(PR)3,443,3814,060,733+617,35248,31186,5751.33%+38,264
GE HEALTHCARE TECHNOLOGIES I(GEHC)459,112999,383+540,27137,65671,1361.09%+33,480
GREEN PLAINS INC(GPRE)01,945,581+1,945,581032,0050.49%+32,005
PETROLEO BRASILEIRO S A(PBR)3,313,2573,297,257-16,00039,26268,4181.05%+29,156
CHEVRON CORPORATION(CVX)291,440343,342+51,90244,41871,0371.09%+26,619
JEFFERIES FINANCIAL GROUP IN(JEF)0627,141+627,141025,8820.40%+25,882
QNITY ELECTRONICS INC(Q)3,205217,029+213,82426225,0410.38%+24,779
HEWLETT PACKARD ENTERPRISE C(HPE)1,422,2482,434,827+1,012,57934,16257,9730.89%+23,811
ASCENDIS PHARMA A/S(ASND)0100,638+100,638023,0190.35%+23,019
FREEPORT MCMORAN INC(FCX)2,551,3502,556,158+4,808129,583150,2512.30%+20,668
HALLIBURTON CO(HAL)1,094,1041,271,676+177,57230,91949,5830.76%+18,663
MILLICOM INTL CELLULAR S A
COM STK
2,049,0741,759,938-289,136113,601131,8902.02%+18,289
FLUTTER ENTMT PLC(FLUT)963,249772,361-190,888207,137224,5723.44%+17,435
PINNACLE WEST CAP CORP(PNW)499,007588,277+89,27044,26259,2690.91%+15,007
ITAU UNIBANCO HLDG S A(ITUB)13,477,39513,273,095-204,30096,498111,2291.71%+14,730
MERCK & CO INC(MRK)563,716594,443+30,72759,33771,5061.10%+12,169
SEMPRA(SRE)3,208,8803,039,155-169,725283,312295,3154.53%+12,003
CSX CORP(CSX)4,818,9594,535,052-283,907174,687186,1642.86%+11,477
AIR PRODUCTS AND CHEMICALS I119,937140,701+20,76429,62740,8720.63%+11,245
NETFLIX INC.(NFLX)271,496366,199+94,70325,45535,2100.54%+9,755
THERMO FISHER SCIENTIFIC INC(TMO)272,061339,734+67,673157,646166,9892.56%+9,344
TAIWAN SEMICONDUCTOR MANUFAC(TSM)342,284332,260-10,024104,017112,2871.72%+8,271
NEWMONT CORP(NEM)412,871451,150+38,27941,22548,8370.75%+7,612
FOMENTO ECONOMICO MEXICANO S(FMX)85,067144,876+59,8098,59816,0900.25%+7,492
MICROCHIP TECHNOLOGY INC.(MCHP)659,828765,254+105,42642,04449,4430.76%+7,399
PUBLIC STORAGE OPER CO(PSA)136,273157,263+20,99035,36342,5990.65%+7,237
COMPANHIA DE SANEAMENTO BASI(SBS)1,322,7961,264,310-58,48631,54938,5740.59%+7,025
PG&E CORP(PCG)1,615,1241,855,527+240,40325,95532,6020.50%+6,647
FORTIVE CORP(FTV)630,963732,359+101,39634,83540,4850.62%+5,649
MDU RES GROUP INC(MDU)1,128,6121,327,882+199,27022,03127,5140.42%+5,483
AMERICAN TOWER CORP(AMT)197,131226,291+29,16034,61039,0530.60%+4,443
EVEREST GROUP LTD(EG)113,986131,919+17,93338,68143,1180.66%+4,437
UBER TECHNOLOGIES INC(UBER)299,225399,867+100,64224,45028,7620.44%+4,313
JD.COM INC(JD)577,410680,186+102,77616,57220,1130.31%+3,541
PROLOGIS INC.(PLD)209,381228,305+18,92426,73030,1770.46%+3,448
CLEAN HARBORS INC(CLH)59,85460,786+93214,03517,4290.27%+3,395
KEURIG DR PEPPER INC(KDP)918,2601,077,631+159,37125,72028,3740.44%+2,654
AMERICAN WTR WKS CO INC NEW125,011135,780+10,76916,31418,4780.28%+2,164
MUELLER WTR PRODS INC(MWA)429,580436,286+6,70610,23311,9940.18%+1,761
BANCO BRADESCO S A3,617,5323,779,566+162,03412,04613,7950.21%+1,749
CHUNGHWA TELECOM CO LTD(CHT)041,158+41,15801,7390.03%+1,739
TKO GROUP HOLDINGS INC(TKO)124,624137,567+12,94326,04627,7400.43%+1,694
EQUINOR ASA(EQNR)039,126+39,12601,6510.03%+1,651
EXXON MOBIL CORP53,41646,927-6,4896,4287,9620.12%+1,534
ESSEX PPTY TR INC(ESS)05,755+5,75501,3930.02%+1,393
SHELL PLC(SHEL)24,69532,726+8,0311,8153,0440.05%+1,229
TRAVELERS COMPANIES INC(TRV)04,191+4,19101,2220.02%+1,222
NEXTPOWER INC291,693220,865-70,82825,40926,6250.41%+1,216
ARCOS DORADOS HLDGS INC(ARCO)1,447,8141,434,814-13,00010,62711,8370.18%+1,210
UNION PAC CORP(UNP)718,637690,045-28,592166,235167,4192.57%+1,184
WATTS WATER TECHNOLOGIES INC(WTS)59,88960,825+93616,53117,6570.27%+1,126
METLIFE INC(MET)4,59220,293+15,7013621,4350.02%+1,073
SERVICE CORP INTL(SCI)180,278183,096+2,81814,05615,1070.23%+1,051
GE VERNOVA INC(GEV)2,3692,955+5861,5482,5790.04%+1,031
WASTE MGMT INC DEL(WM)71,42272,760+1,33815,69216,7200.26%+1,027
PAGSEGURO DIGITAL LTD(PAGS)41,298131,000+89,7023981,3130.02%+915
CISCO SYS INC(CSCO)43,49054,064+10,5743,3504,1950.06%+845
STONEX GROUP INC(SNEX)270,886329,912+59,02625,76926,6070.41%+838
COSTCO WHOLESALE CORPORATION(COST)1,7722,338+5661,5282,3300.04%+802
TRUIST FINL CORP(TFC)016,374+16,37407530.01%+753
APPLIED MATLS INC7,1757,578+4031,8442,5900.04%+746
REPUBLIC SVCS INC(RSG)69,70070,785+1,08514,77215,5030.24%+732
JOHNSON & JOHNSON(JNJ)24,41223,565-8475,0525,7600.09%+708
TEXAS INSTRS INC(TXN)5,5478,453+2,9069621,6410.03%+679
AMER STATES WTR CO150,034152,368+2,33410,87411,5220.18%+648
ABERCROMBIE & FITCH CO07,087+7,08706480.01%+648
TEREX CORP NEW(TEX)010,926+10,92606460.01%+646
BANK AMERICA CORP56,34276,605+20,2633,0993,7340.06%+636
COMFORT SYS USA INC(FIX)0459+45906330.01%+633
TECHNIPFMC PLC(FTI)09,077+9,07706270.01%+627
PROGRESSIVE CORP(PGR)2,4495,974+3,5255581,1840.02%+627
WOODSIDE ENERGY GROUP LTD(WDS)025,565+25,56506100.01%+610
FIRST HORIZON CORPORATION(FHN)026,355+26,35506000.01%+600
WARRIOR MET COAL INC(HCC)06,362+6,36205930.01%+593
CONOCOPHILLIPS(COP)16,97816,321-6571,5892,1540.03%+565
ADVANCED ENERGY INDS01,732+1,73205590.01%+559
INTEL CORP(INTC)16,39826,165+9,7676051,1550.02%+550
VERIZON COMMUNICATIONS INC(VZ)57,79357,79302,3542,9010.04%+547
PFIZER INC(PFE)130,052134,802+4,7503,2383,7850.06%+547
ABBVIE INC(ABBV)16,62219,869+3,2473,7984,3210.07%+523
CBOE GLOBAL MKTS INC(CBOE)103,29993,989-9,31025,92826,4170.41%+489
MARSH & MCLENNAN COS INC(MRSH)1,1223,944+2,8222086840.01%+476
US BANCORP(USB)5,42814,673+9,2452907630.01%+474
EXPAND ENERGY CORPORATION(EXE)04,304+4,30404720.01%+472
CATERPILLAR INC(CAT)2,0772,338+2611,1901,6560.03%+467
COCA COLA CO(KO)22,94627,137+4,1911,6042,0640.03%+460
PEBBLEBROOK HOTEL TR(PEB)035,990+35,99004550.01%+455
ROCKET LAB CORP(RKLB)07,032+7,03204520.01%+452
EOG RES INC(EOG)2,9625,150+2,1883117450.01%+433
AON PLC(AON)1,4792,959+1,4805229550.01%+433
PNC FINL SVCS GROUP INC(PNC)7,93310,013+2,0801,6562,0840.03%+428
AMBIQ MICRO INC016,649+16,64904230.01%+423
PEPSICO INC(PEP)15,47317,005+1,5322,2212,6410.04%+420
AXALTA COATING SYS LTD(AXTA)1,186,3121,398,737+212,42538,33038,7450.59%+415
TERADYNE INC(TER)3,9003,933+337551,1660.02%+411
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Perpetual Ltd — 13F Holdings — Q1 2026 | TickerTrail