Fund HoldingsGQG Partners LLC

Total Portfolio Value
$63.81B
Total Bought
$28.11B
Total Sold
$22.33B
Net Transaction
+$5.78B
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)03,716,238+3,716,23802,172,8103.41%+2,172,810
AT&T INC(T)070,498,519+70,498,51901,550,9672.43%+1,550,967
PHILIP MORRIS INTL INC(PM)36,246,49142,654,251+6,407,7603,672,8575,178,2268.12%+1,505,369
EXXON MOBIL CORP258,07611,801,919+11,543,84329,7101,383,4212.17%+1,353,711
ENBRIDGE INC(ENB)50,897,11072,794,998+21,897,8881,810,3312,960,3624.64%+1,150,032
THE CIGNA GROUP(CI)03,284,483+3,284,48301,137,8761.78%+1,137,876
VERIZON COMMUNICATIONS INC(VZ)024,735,386+24,735,38601,110,8661.74%+1,110,866
COCA COLA CO(KO)26,753,45137,793,012+11,039,5611,702,8572,715,8064.26%+1,012,949
CHUBB LIMITED
COM
03,251,092+3,251,0920937,5821.47%+937,582
PROGRESSIVE CORP(PGR)03,085,668+3,085,6680783,0191.23%+783,019
ROYAL BK CDA(RY)2,4335,745,490+5,743,057259717,8931.13%+717,635
AMERICAN ELEC PWR CO INC9,582,26414,517,471+4,935,207840,7481,489,4932.33%+648,745
MERCADOLIBRE INC(MELI)0540,996+540,99601,110,1021.74%+1,110,102
ELI LILLY & CO(LLY)4,007,6994,810,840+803,1413,628,4904,262,1156.68%+633,625
UNILEVER PLC(UL)469,93510,134,952+9,665,01725,842658,3661.03%+632,525
META PLATFORMS INC(META)10,760,33310,416,104-344,2295,425,5755,962,5949.34%+537,019
TRIP COM GROUP LTD(TCOM)08,594,727+8,594,7270510,7850.80%+510,785
BRITISH AMERN TOB PLC(BTI)013,704,562+13,704,5620501,3130.79%+501,313
ALLSTATE CORP(ALL)02,630,822+2,630,8220498,9350.78%+498,935
CME GROUP INC(CME)27,5012,072,965+2,045,4645,407457,4000.72%+451,993
INTERCONTINENTAL EXCHANGE IN(ICE)02,799,035+2,799,0350449,6370.70%+449,637
SOUTHERN CO(SO)13,679,01716,555,903+2,876,8861,061,0811,493,0112.34%+431,930
SCHLUMBERGER LTD(SLB)010,015,042+10,015,0420420,1310.66%+420,131
INTUITIVE SURGICAL INC0803,488+803,4880394,7300.62%+394,730
CBOE GLOBAL MKTS INC(CBOE)01,843,744+1,843,7440377,7280.59%+377,728
AMBEV SA(ABEV)0129,495,729+129,495,7290315,9700.50%+315,970
NOVO-NORDISK A S(NVO)4,214,2167,438,073+3,223,857601,537885,6511.39%+284,114
PETROLEO BRASILEIRO SA PETRO(PBR)212,118,980231,219,474+19,100,4943,073,6043,331,8735.22%+258,269
DUKE ENERGY CORP NEW(DUK)2,599,6714,393,664+1,793,993260,565506,5900.79%+246,024
HDFC BANK LTD(HDB)640,5584,519,233+3,878,67541,207282,7230.44%+241,516
JOHNSON & JOHNSON(JNJ)55,8681,502,640+1,446,7728,166243,5180.38%+235,352
CMS ENERGY CORP(CMS)92,5363,403,754+3,311,2185,509240,4070.38%+234,899
WALMART INC(WMT)16,239,17716,290,167+50,9901,099,5551,315,4312.06%+215,876
NETFLIX INC(NFLX)1,440,4411,651,449+211,008972,1251,171,3231.84%+199,198
NEXTERA ENERGY INC(NEE)12,492,02412,783,201+291,177884,5601,080,5641.69%+196,004
ASTRAZENECA PLC(AZN)2,999,5845,475,142+2,475,558233,938426,5680.67%+192,631
PROCTER AND GAMBLE CO(PG)9,006,1149,630,221+624,1071,485,2881,667,9542.61%+182,666
ICICI BANK LIMITED(IBN)56,459,62559,611,849+3,152,2241,626,6021,779,4142.79%+152,812
COLGATE PALMOLIVE CO(CL)8,459,7259,338,402+878,677820,932969,4201.52%+148,488
APPLOVIN CORP(APP)13,289,0369,604,336-3,684,7001,105,9141,253,8461.97%+147,932
IMPERIAL OIL LTD(IMO)01,608,158+1,608,1580113,2660.18%+113,266
MERCK & CO INC(MRK)58,092910,430+852,3387,192103,3880.16%+96,197
SAP SE(SAP)76,691280,660+203,96915,46964,2990.10%+48,830
ITAU UNIBANCO HLDG S A(ITUB)2,769,6996,967,164+4,197,46516,17546,3320.07%+30,157
ONEOK INC NEW(OKE)82,243389,297+307,0546,70735,4770.06%+28,770
T-MOBILE US INC(TMUS)018,533+18,53303,8240.01%+3,824
FORTIS INC(FTS)101,559139,212+37,6533,9466,3320.01%+2,386
TOTALENERGIES SE(TTE)267,655311,797+44,14217,84720,1480.03%+2,301
MASTERCARD INCORPORATED(MA)18,84820,587+1,7398,31510,1660.02%+1,851
DR REDDYS LABS LTD(RDY)436,951436,951033,29134,7160.05%+1,424
SPDR S&P 500 ETF TR(SPY)1,4482,861+1,4137881,6410.00%+853
MANULIFE FINL CORP(MFC)105,211114,483+9,2722,8013,3870.01%+586
ORACLE CORP(ORCL)18,94318,933-102,6753,2260.01%+551
NATIONAL GRID PLC(NGG)05,337+5,33703720.00%+372
AUTOMATIC DATA PROCESSING IN5,9885,990+21,4291,6580.00%+228
ISHARES TR0704+70402210.00%+221
NOVARTIS AG(NVS)2,4753,678+1,2032634230.00%+160
KLA CORP(KLAC)279451+1722303490.00%+119
YPF SOCIEDAD ANONIMA(YPF)110,000109,656-3442,2132,3260.00%+113
HSBC HLDGS PLC(HSBC)78,62475,339-3,2853,4203,4050.01%-16
AMERICAN INTL GROUP INC56,56556,590+254,1994,1440.01%-55
ENI S P A(E)108,814108,221-5933,3503,2800.01%-70
DEUTSCHE BANK A G
NAMEN AKT
13,2260-13,2262110-211
LAM RESEARCH CORP(LRCX)000000
CHEVRON CORP NEW(CVX)30,24630,259+134,7314,4560.01%-275
UBER TECHNOLOGIES INC(UBER)000000
NORTHROP GRUMMAN CORP(NOC)8560-8563730-373
PEPSICO INC(PEP)5,1220-5,1228450-845
TRANSOCEAN LTD(RIG)161,9080-161,9088660-866
APPLIED MATLS INC44,86244,927+6510,5879,0780.01%-1,509
TEXAS INSTRS INC(TXN)12,9600-12,9602,5210-2,521
RIO TINTO PLC(RIO)42,2800-42,2802,7880-2,788
CITIGROUP INC(C)76,5990-76,5994,8610-4,861
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
52,6380-52,6385,4360-5,436
GOLDMAN SACHS GROUP INC(GS)15,4160-15,4166,9730-6,973
BEST BUY INC(BBY)115,3000-115,3009,7190-9,719
ECOPETROL S A(EC)12,321,90512,291,439-30,466137,882109,7630.17%-28,120
ALPHABET INC(GOOG)191,7140-191,71434,9210-34,921
VISA INC(V)5,644,6095,261,337-383,2721,481,5401,446,6052.27%-34,936
KASPI KZ JSC(KSPI)1,967,7671,984,162+16,395253,862210,3010.33%-43,560
VALE S A29,956,48118,292,526-11,663,955334,614213,6570.33%-120,957
KE HLDGS INC(BEKE)12,989,9970-12,989,997183,8080-183,808
JPMORGAN CHASE & CO.(JPM)1,059,0690-1,059,069214,2070-214,207
SHELL PLC(SHEL)3,118,5077,015-3,111,492225,0944630.00%-224,631
TAIWAN SEMICONDUCTOR MFG LTD(TSM)9,585,3617,042,179-2,543,1821,666,0321,223,0151.92%-443,016
CANADIAN NAT RES LTD(CNQ)19,498,6920-19,498,692694,3890-694,389
ASML HOLDING N V
N Y REGISTRY SHS
1,015,501362,314-653,1871,038,583301,8980.47%-736,685
MICROSOFT CORP(MSFT)5,655,4014,141,523-1,513,8782,527,6821,782,0972.79%-745,584
MONDELEZ INTL INC(MDLZ)12,322,31614,304-12,308,012806,3721,0540.00%-805,319
AMAZON COM INC(AMZN)11,513,6907,530,054-3,983,6362,225,0211,403,0752.20%-821,946
SYNOPSYS INC(SNPS)2,196,4350-2,196,4351,307,0110-1,307,011
PDD HOLDINGS INC(PDD)10,807,7610-10,807,7611,436,8920-1,436,892
QUALCOMM INC(QCOM)8,161,7170-8,161,7171,625,6510-1,625,651
ALPHABET INC(GOOG)9,678,6093,975-9,674,6341,775,2516650.00%-1,774,586
APPLE INC(AAPL)11,257,1831,915-11,255,2682,370,9884460.00%-2,370,542
BROADCOM INC(AVGO)3,234,9803,403,915+168,9355,193,858587,1750.92%-4,606,682
NVIDIA CORPORATION(NVDA)011,061,873+11,061,87301,343,3542.11%+1,343,354
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