Fund Holdings — Close Asset Management Ltd

Total Portfolio Value
$3.69M
Total Bought
$259.0K
Total Sold
$1.10M
Net Transaction
-$844.9K
Filing Period:
Securities
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SharesValue ($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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ANALOG DEVICES INC COM USD0.16 2/3(ADI)100347,965+347,86501113.00%+111
FREEPORT-MCMOR C&G INC COM STK USD0.10(FCX)240,118971,842+731,72412571.55%+45
CELESTICA INC COM NPV(CLS)095,700+95,7000270.73%+27
EMCOR GROUP INC COM USD0.01(EME)203,585203,58501251504.07%+26
META PLATFORMS INC COM CL A USD0.000006(META)31,67175,438+43,76721431.17%+22
DT MIDSTREAM INC COM USD0.01(DTM)881,000881,00001051193.22%+13
EOG RESOURCES INC COM USD0.01(EOG)138,674165,182+26,50815240.65%+9
CATERPILLAR INC COM USD1.00(CAT)1,71310,623+8,910180.20%+7
EXXON MOBIL CORP COM NPV49,86266,494+16,6326110.31%+5
KLA CORPORATION COM USD0.001(KLAC)119,465102,168-17,2971451504.08%+5
ENBRIDGE INC COM NPV(ENB)053,670+53,670030.08%+3
NEXTERA ENERGY INC COM USD0.01(NEE)2,89824,972+22,074020.06%+2
MCKESSON CORP COM USD0.01(MCK)40,46440,433-3133350.95%+2
HONEYWELL INTL INC COM STK USD1(HON)53,13852,104-1,03410120.32%+1
LOCKHEED MARTIN COM USD0.01(LMT)10,48110,497+16560.17%+1
PHILIP MORRIS INTL INC COM STK NPV(PM)235,129235,595+46638391.06%+1
CHEVRON CORP COM USD0.75(CVX)20,99121,015+24340.12%+1
JOHNSON & JOHNSON COM USD1.00(JNJ)53,96150,148-3,81311120.33%+1
COCA-COLA INC COM USD0.25(KO)246,858240,648-6,21017180.50%+1
AMETEK INC COM USD0.018,36811,582+3,214220.07%+1
PALANTIR TECH INC COM CL A USD0.001(PLTR)1,5706,920+5,350010.03%+1
DEERE & CO COM USD1(DE)38,28632,937-5,34918190.50%+1
MERCADOLIBRE INC COM STK USD0.001(MELI)2,3583,124+766550.15%+1
CONOCOPHILLIPS COM USD0.01(COP)8235,223+4,400010.02%+1
BRISTOL-MYERS SQUIBB CO. COM USD0.10(BMY)108,198105,158-3,040660.17%+1
APPLIED MATERIALS INC COM USD0.019,9989,085-913330.08%+1
NUTRIEN LTD COM USD NPV (US LISTED)(NTR)34,85534,520-335230.07%0
APPLE INC COM NPV(AAPL)200,763216,868+16,10555551.49%0
GILEAD SCIENCES INC COM USD0.001(GILD)31,69431,032-662440.12%0
DUKE ENERGY CORP COM NPV(DUK)30,71430,346-368440.11%0
PEPSICO INC CAP USD0.01666(PEP)17,73918,649+910330.08%0
PHILLIPS 66 COM USD0.01(PSX)2,1103,200+1,090010.02%0
IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1)(IMCR)010,100+10,100000.01%0
CARRIER GLOBAL CORP COM USD0.01(CARR)114,768112,444-2,324660.17%0
PFIZER INC COM USD0.05(PFE)148,620140,350-8,270440.11%0
BAIDU INC ADS (1 TO 1)7752,985+2,210000.01%0
COLGATE PALMOLIVE COM USD 1(CL)37,54037,440-100330.09%0
MCDONALDS CORP COM USD0.01(MCD)72,73872,193-54522220.61%0
HYCROFT MINING COM CL A USD 0.0001 (P/S)(HYMC)04,940+4,940000.00%0
MICRON TECHNOLOGY COM USD0.10(MU)1,6591,908+249010.02%0
COINBASE GLOBAL INC COM CL A USD0.00001(COIN)1,8863,186+1,300010.02%0
HECLA MINING CO COM USD0.25(HL)06,000+6,000000.00%0
NETFLIX COM INC COM USD0.001(NFLX)10,88011,590+710110.03%0
GE VERNOVA LLC COM USD0.01(GEV)781681-100110.02%0
AMGEN INC COM USD0.0001(AMGN)3,2423,2420110.03%0
NORTHROP GRUMMAN CORP COM USD1(NOC)68158+90000.00%0
MONDELEZ INTL INC COM USD0.01(MDLZ)31,29830,365-933220.05%0
DAUCH CORPORATION COM USD0.01010,786+10,786000.00%0
BARRICK MINING CORP COM NPV (US LISTED)(B)1,7243,228+1,504000.00%0
NOV INC COM USD0.01(NOV)16,88116,8810000.01%0
MERCK & CO INC COM USD0.50(MRK)3,4743,4740000.01%0
BALL CORP COM NPV16,65015,700-950110.03%0
BWX TECHNOLOGIES INC COM USD0.01(BWXT)151291+140000.00%0
DELL TECHNOLOGIES INC COM CL C USD0.01(DELL)0210+210000.00%0
EQUIFAX INC COM USD1.25(EFX)0175+175000.00%0
ISHARES S&P SMALLCAP 600 VALUE ETF USD INC6,2016,2010110.02%0
PACCAR INC COM STK USD1(PCAR)4,7304,7300110.01%0
INFLEQTION INC COM USD0.0001(INFQ)02,500+2,500000.00%0
FERGUSON ENTERPRISES COM USD0.0001(FERG)13,23112,728-503330.08%0
KIRBY CORP COM USD0.10(KEX)1,1001,1000000.00%0
MIND TECH INC COM USD0.01 (POST REV SPLIT)(MIND)02,590+2,590000.00%0
MASTEC INC COM USD0.10(MTZ)2002000000.00%0
ISHARES MSCI EMERGING MARKETS ETF USD INC9,7809,7800110.02%0
CIRCLE INTERNET GROUP INC COM CL A USD0.0001(CRCL)0200+200000.00%0
GEOSPACE TECHNOLOGIES COM USD0.01(GEOS)01,600+1,600000.00%0
OCCIDENTAL PETROLEUM CORP COM STK USD0.20(OXY)7207200000.00%0
ISHARES MSCI GBL METALS & MINING ETF USD INC
MSCI GBL ETF NEW
0250+250000.00%0
COHERENT CORP COM NPV(COHR)2472470000.00%0
CORTEVA INC COM USD0.01(CTVA)7687680000.00%0
ATYR PHARMA INC COM USD0.001016,200+16,200000.00%0
ARCHER DANIELS MIDLAND CO COM NPV9009000000.00%0
FIRST TRUST NASDAQ CE SG INFRA ETF USD INC
NASDQ CLN EDGE
1,9051,855-50000.01%0
FORTINET INC COM USD0.001(FTNT)4,8614,8610000.01%0
KINDER MORGAN INC COM USD0.01(KMI)1,5681,5680000.00%0
INTL FLAVORS & FRAGRANCES INC COM USD0.125(IFF)1,9001,9000000.00%0
INDIVIOR PHARMACEUTICALS ORD USD0.001(INDV)0258+258000.00%0
AMPLIFY JUNIOR SILVER MINERS ETF USD INC0264+264000.00%0
L3HARRIS TECHNOLOGIES INC COM USD1.00(LHX)1501500000.00%0
KRATOS DEFENSE & SECURITY COM USD0.001(KTOS)0118+118000.00%0
CONSTELLATION ENERGY CORP COM NPV(CEG)100150+50000.00%0
ORAMED PHARMACEUTICALS INC(ORMP)11,67511,6750000.00%0
AT&T INC COM USD1.00(T)1,7231,7230000.00%0
ISHARES MSCI EAFE ETF USD INC6,2326,2320110.02%0
BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2)(BTI)3,8553,8550000.01%0
DOVER CORP COM STK USD1.00(DOV)5485480000.00%0
ON SEMICONDUCTOR CORP COM USD0.01(ON)7647640000.00%0
HERSHEY COMPANY COM USD1(HSY)2462460000.00%0
GENERAL DYNAMICS CORPORATION COM USD1.00(GD)9709700000.01%0
CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01(CCO)32,50032,5000000.00%0
JACKSON FINANCIAL COM CL A USD0.01(JXN)3,5123,585+73000.01%0
AXCELIS TECHNOLOGIES INC COM USD0.0012802800000.00%0
ISHARES S&P MID CAP 400 VALUE ETF USD INC3,7413,7410000.01%0
ILLINOIS TOOLS WORKS INC COM NPV(ITW)1801800000.00%0
AST SPACEMOBILE INC COM USD0.0001(ASTS)138148+10000.00%0
HCA HEALTHCARE INC COM USD0.01(HCA)2752750000.00%0
INTERACTIVE BROKERS GROUP INC COM CL A USD0.01(IBKR)7907900000.00%0
AEROVIRONMENT INC COM USD0.0001010+10000.00%0
EBAY INC COM USD0.001 (US LISTED)(EBAY)4504500000.00%0
INVESCO S&P 500 EQUAL WEIGHT ETF USD INC
S&P500 EQL WGT
3,6003,6000110.02%0
FORTUNA MINING CORP COM NPV(FSM)10,00010,0000000.00%0
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Close Asset Management Ltd — 13F Holdings — Q1 2026 | TickerTrail