Fund Holdings

Close Asset Management Ltd

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ANALOG DEVICES INC COM USD0.16 2/3(ADI)100347,965+347,86527110,6563.00%+110,629
FREEPORT-MCMOR C&G INC COM STK USD0.10(FCX)240,118971,842+731,72412,19457,1391.55%+44,945
CELESTICA INC COM NPV(CLS)095,700+95,700026,9490.73%+26,949
EMCOR GROUP INC COM USD0.01(EME)203,585203,5850124,603150,3104.07%+25,707
META PLATFORMS INC COM CL A USD0.000006(META)31,67175,438+43,76720,90243,1541.17%+22,252
DT MIDSTREAM INC COM USD0.01(DTM)881,000881,0000105,438118,6843.22%+13,246
EOG RESOURCES INC COM USD0.01(EOG)138,674165,182+26,50814,55623,8760.65%+9,320
CATERPILLAR INC COM USD1.00(CAT)1,71310,623+8,9109817,5230.20%+6,542
EXXON MOBIL CORP COM NPV(XOM)49,86266,494+16,6326,00011,2800.31%+5,280
KLA CORPORATION COM USD0.001(KLAC)119,465102,168-17,297145,132150,3844.08%+5,252
ENBRIDGE INC COM NPV(ENB)053,670+53,67002,9050.08%+2,905
NEXTERA ENERGY INC COM USD0.01(NEE)2,89824,972+22,0742332,3200.06%+2,087
MCKESSON CORP COM USD0.01(MCK)40,46440,433-3133,19834,9830.95%+1,785
HONEYWELL INTL INC COM STK USD1(HON)53,13852,104-1,03410,36811,7740.32%+1,406
LOCKHEED MARTIN COM USD0.01(LMT)10,48110,497+165,0716,3430.17%+1,272
PHILIP MORRIS INTL INC COM STK NPV(PM)235,129235,595+46637,72338,9511.06%+1,228
CHEVRON CORP COM USD0.75(CVX)20,99121,015+243,1994,3470.12%+1,148
JOHNSON & JOHNSON COM USD1.00(JNJ)53,96150,148-3,81311,16712,2560.33%+1,089
COCA-COLA INC COM USD0.25(KO)246,858240,648-6,21017,26218,3080.50%+1,046
AMETEK INC COM USD0.018,36811,582+3,2141,7182,4820.07%+764
PALANTIR TECH INC COM CL A USD0.001(PLTR)1,5706,920+5,3502791,0120.03%+733
DEERE & CO COM USD1(DE)38,28632,937-5,34917,83318,5540.50%+721
MERCADOLIBRE INC COM STK USD0.001(MELI)2,3583,124+7664,7505,4010.15%+651
CONOCOPHILLIPS COM USD0.01(COP)8235,223+4,400776890.02%+612
BRISTOL-MYERS SQUIBB CO. COM USD0.10(BMY)108,198105,158-3,0405,8386,3770.17%+539
APPLIED MATERIALS INC COM USD0.019,9989,085-9132,5683,1040.08%+536
NUTRIEN LTD COM USD NPV (US LISTED)(NTR)34,85534,520-3352,1512,6040.07%+453
APPLE INC COM NPV(AAPL)200,763216,868+16,10554,58555,0251.49%+440
GILEAD SCIENCES INC COM USD0.001(GILD)31,69431,032-6623,8914,3250.12%+434
DUKE ENERGY CORP COM NPV(DUK)30,71430,346-3683,6003,9730.11%+373
PEPSICO INC CAP USD0.01666(PEP)17,73918,649+9102,5462,8960.08%+350
PHILLIPS 66 COM USD0.01(PSX)2,1103,200+1,0902725830.02%+311
IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1)(IMCR)010,100+10,10003040.01%+304
CARRIER GLOBAL CORP COM USD0.01(CARR)114,768112,444-2,3246,0646,3310.17%+267
PFIZER INC COM USD0.05(PFE)148,620140,350-8,2703,7013,9400.11%+239
BAIDU INC ADS (1 TO 1)7752,985+2,2101013330.01%+232
COLGATE PALMOLIVE COM USD 1(CL)37,54037,440-1002,9673,1900.09%+223
MCDONALDS CORP COM USD0.01(MCD)72,73872,193-54522,23322,4410.61%+208
HYCROFT MINING COM CL A USD 0.0001 (P/S)(HYMC)04,940+4,94001740.00%+174
MICRON TECHNOLOGY COM USD0.10(MU)1,6591,908+2494736440.02%+171
COINBASE GLOBAL INC COM CL A USD0.00001(COIN)1,8863,186+1,3004275560.02%+129
HECLA MINING CO COM USD0.25(HL)06,000+6,00001120.00%+112
NETFLIX COM INC COM USD0.001(NFLX)10,88011,590+7101,0201,1140.03%+94
GE VERNOVA LLC COM USD0.01(GEV)781681-1005115950.02%+84
AMGEN INC COM USD0.0001(AMGN)3,2423,24201,0611,1400.03%+79
NORTHROP GRUMMAN CORP COM USD1(NOC)68158+90391080.00%+69
MONDELEZ INTL INC COM USD0.01(MDLZ)31,29830,365-9331,6841,7500.05%+66
DAUCH CORPORATION COM USD0.01010,786+10,7860640.00%+64
BARRICK MINING CORP COM NPV (US LISTED)(B)1,7243,228+1,504751320.00%+57
NOV INC COM USD0.01(NOV)16,88116,88102643180.01%+54
MERCK & CO INC COM USD0.50(MRK)3,4743,47403664180.01%+52
BALL CORP COM NPV16,65015,700-9508829280.03%+46
BWX TECHNOLOGIES INC COM USD0.01(BWXT)151291+14026600.00%+34
DELL TECHNOLOGIES INC COM CL C USD0.01(DELL)0210+2100340.00%+34
EQUIFAX INC COM USD1.25(EFX)0175+1750320.00%+32
ISHARES S&P SMALLCAP 600 VALUE ETF USD INC6,2016,20107057340.02%+29
PACCAR INC COM STK USD1(PCAR)4,7304,73005185460.01%+28
INFLEQTION INC COM USD0.0001(INFQ)02,500+2,5000250.00%+25
FERGUSON ENTERPRISES COM USD0.0001(FERG)13,23112,728-5032,9462,9710.08%+25
KIRBY CORP COM USD0.10(KEX)1,1001,10001211460.00%+25
MIND TECH INC COM USD0.01 (POST REV SPLIT)02,590+2,5900220.00%+22
MASTEC INC COM USD0.10(MTZ)200200043640.00%+21
ISHARES MSCI EMERGING MARKETS ETF USD INC9,7809,78005355550.02%+20
CIRCLE INTERNET GROUP INC COM CL A USD0.0001(CRCL)0200+2000190.00%+19
GEOSPACE TECHNOLOGIES COM USD0.0101,600+1,6000190.00%+19
OCCIDENTAL PETROLEUM CORP COM STK USD0.20(OXY)720720030470.00%+17
ISHARES MSCI GBL METALS & MINING ETF USD INC0250+2500140.00%+14
COHERENT CORP COM NPV(COHR)247247046590.00%+13
CORTEVA INC COM USD0.01(CTVA)768768051640.00%+13
ATYR PHARMA INC COM USD0.001016,200+16,2000130.00%+13
ARCHER DANIELS MIDLAND CO COM NPV900900052650.00%+13
FIRST TRUST NASDAQ CE SG INFRA ETF USD INC1,9051,855-502913030.01%+12
FORTINET INC COM USD0.001(FTNT)4,8614,86103863970.01%+11
KINDER MORGAN INC COM USD0.01(KMI)1,5681,568043530.00%+10
INTL FLAVORS & FRAGRANCES INC COM USD0.125(IFF)1,9001,90001281380.00%+10
INDIVIOR PHARMACEUTICALS ORD USD0.001(INDV)0258+258080.00%+8
AMPLIFY JUNIOR SILVER MINERS ETF USD INC0264+264080.00%+8
L3HARRIS TECHNOLOGIES INC COM USD1.00(LHX)150150044520.00%+8
KRATOS DEFENSE & SECURITY COM USD0.001(KTOS)0118+118080.00%+8
CONSTELLATION ENERGY CORP COM NPV(CEG)100150+5035420.00%+7
ORAMED PHARMACEUTICALS INC11,67511,675033400.00%+7
AT&T INC COM USD1.00(T)1,7231,723043500.00%+7
ISHARES MSCI EAFE ETF USD INC6,2326,23205986050.02%+7
BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)(BTI)3,8553,85502182250.01%+7
DOVER CORP COM STK USD1.00(DOV)54854801071140.00%+7
ON SEMICONDUCTOR CORP COM USD0.01(ON)764764041470.00%+6
HERSHEY COMPANY COM USD1(HSY)246246045510.00%+6
GENERAL DYNAMICS CORPORATION COM USD1.00(GD)97097003273330.01%+6
CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01(CCO)32,50032,500072770.00%+5
JACKSON FINANCIAL COM CL A USD0.01(JXN)3,5123,585+733753790.01%+4
AXCELIS TECHNOLOGIES INC COM USD0.001280280022260.00%+4
ISHARES S&P MID CAP 400 VALUE ETF USD INC3,7413,74104924950.01%+3
ILLINOIS TOOLS WORKS INC COM NPV(ITW)180180044470.00%+3
AST SPACEMOBILE INC COM USD0.0001(ASTS)138148+1010120.00%+2
HCA HEALTHCARE INC COM USD0.01(HCA)27527501281300.00%+2
INTERACTIVE BROKERS GROUP INC COM CL A USD0.01(IBKR)790790051530.00%+2
AEROVIRONMENT INC COM USD0.0001010+10020.00%+2
EBAY INC COM USD0.001 (US LISTED)(EBAY)450450039410.00%+2
INVESCO S&P 500 EQUAL WEIGHT ETF USD INC3,6003,60006906910.02%+1
FORTUNA MINING CORP COM NPV(FSM)10,00010,000098990.00%+1
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