Fund Holdings — Quilter Plc

Total Portfolio Value
$5.70B
Total Bought
$546.33M
Total Sold
$402.93M
Net Transaction
+$143.39M
Filing Period:
Securities
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SharesValue ($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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HONEYWELL INTL INC(HON)174,110344,665+170,55533,96777,9051.37%+43,938
CHEVRON CORPORATION(CVX)441,946537,478+95,53267,357111,2041.95%+43,847
CANADIAN PACIFIC KANSAS CITY(CP)915,756991,422+75,66667,421108,5311.91%+41,110
EXXON MOBIL CORP619,086613,652-5,43474,501104,1121.83%+29,611
SUNBELT RENTALS HOLDINGS INC(SUNB)0411,581+411,581026,7900.47%+26,790
EQUINIX INC(EQIX)115,050114,535-51588,147112,2721.97%+24,125
NETFLIX INC.(NFLX)1,343,8381,499,788+155,950125,998144,2052.53%+18,206
MERCK & CO INC(MRK)1,191,3091,186,720-4,589125,397142,7512.51%+17,353
T-MOBILE US INC(TMUS)465,838521,057+55,21994,584109,4381.92%+14,854
NEXTERA ENERGY INC(NEE)888,695908,558+19,86371,34484,3871.48%+13,042
BROADCOM INC(AVGO)196,091248,836+52,74567,86777,0171.35%+9,150
COCA COLA CO(KO)1,420,1451,408,498-11,64799,282107,1161.88%+7,834
ALPHABET INC(GOOG)971,1891,083,165+111,976303,982311,4755.47%+7,493
MARSH & MCLENNAN COS INC(MRSH)456,857529,206+72,34984,75691,7911.61%+7,035
NVIDIA CORPORATION(NVDA)2,141,3902,325,773+184,383399,369405,6157.12%+6,246
ZOETIS INC(ZTS)487,241561,457+74,21661,30566,3701.17%+5,065
DOLLAR GEN CORP(DG)148,866201,708+52,84219,76523,9490.42%+4,184
MONDELEZ INTL INC(MDLZ)1,037,9391,040,196+2,25755,87259,9571.05%+4,085
MARRIOTT INTL INC NEW(MAR)245,886243,111-2,77576,28479,5141.40%+3,231
BARRICK MNG CORP(B)10,67053,283+42,6134653,0290.05%+2,564
CATERPILLAR INC(CAT)38,35834,082-4,27621,97424,1460.42%+2,172
ALIBABA GROUP HLDG LTD(BABA)27,90148,048+20,1474,0906,0280.11%+1,938
INDIVIOR PHARMACEUTICALS INC(INDV)053,357+53,35701,6260.03%+1,626
EMERSON ELEC CO(EMR)804,338822,694+18,356106,752107,7891.89%+1,038
REPUBLIC SVCS INC(RSG)38,94341,471+2,5288,2539,0830.16%+830
ROYAL BK CDA(RY)26,33723,537-2,8004,4905,2930.09%+803
ASML HLDG NV
N Y REGISTRY SHS
230690+4602899110.02%+623
SLB LIMITED(SLB)54,74750,907-3,8402,1012,6160.05%+515
CONOCOPHILLIPS(COP)16,60415,644-9601,5542,0650.04%+511
TORONTO DOMINION BK ONT(TD)10,42510,42509831,3540.02%+372
GILEAD SCIENCES INC(GILD)29,15128,284-8673,5783,9420.07%+364
PFIZER INC(PFE)783,815707,262-76,55319,51719,8600.35%+343
FABRINET(FN)0632+63203300.01%+330
UNION PAC CORP(UNP)152,033146,198-5,83535,16835,4710.62%+302
ALTRIA GROUP INC(MO)22,01823,593+1,5751,2701,5570.03%+287
VERIZON COMMUNICATIONS INC(VZ)40,89638,791-2,1051,6661,9470.03%+282
BLACKSTONE INC(BX)02,224+2,22402560.00%+256
RIO TINTO PLC(RIO)02,709+2,70902530.00%+253
APPLIED MATLS INC0700+70002390.00%+239
BANK MONTREAL MEDIUM3,7103,71004826990.01%+217
CME GROUP INC(CME)0723+72302140.00%+214
NEWMONT CORP(NEM)01,966+1,96602130.00%+213
WALMART INC(WMT)23,17322,477-6962,5822,7930.05%+212
SUN LIFE FINANCIAL INC.(SLF)8,9568,841-1155597700.01%+211
STARBUCKS CORP(SBUX)02,302+2,30202060.00%+206
AT&T INC(T)29,41231,788+2,3767319220.02%+191
FERGUSON ENTERPRISES INC(FERG)81,98679,005-2,98118,25318,4290.32%+176
RTX CORPORATION(RTX)9,84710,187+3401,8061,9650.03%+159
PHILIP MORRIS INTL INC(PM)59,95859,089-8699,6179,7700.17%+153
PHILLIPS 66(PSX)2,4302,353-773144290.01%+115
FREEPORT MCMORAN INC(FCX)18,79917,930-8699551,0540.02%+99
MCDONALDS CORP(MCD)7,0777,238+1612,1632,2490.04%+87
ORACLE CORP(ORCL)1,3192,319+1,0002573410.01%+84
GRAB HOLDINGS LIMITED
CLASS A ORD
021,270+21,2700780.00%+78
LIVE NATION ENTERTAINMENT IN(LYV)6,2506,25008919530.02%+63
HEXCEL CORP NEW(HXL)3,0003,00002222430.00%+21
SOLSTICE ADVANCED MATLS INC(SOLS)10,4116,903-3,5085065260.01%+20
PROCTER & GAMBLE CO(PG)23,46623,383-833,3633,3770.06%+15
CBOE GLOBAL MKTS INC(CBOE)6,0205,420-6001,5111,5230.03%+12
DEERE & CO(DE)3,5752,975-6001,6641,6760.03%+11
FURY GOLD MINES LIMITED(FURY)28,47128,471017240.00%+7
AMGEN INC(AMGN)3,5503,300-2501,1621,1610.02%-1
ALLSTATE CORP(ALL)1,7001,70003543520.01%-1
GE VERNOVA INC(GEV)641474-1674194140.01%-5
LOEWS CORP(L)10,23010,040-1901,0771,0720.02%-6
MORGAN STANLEY(MS)4,9595,270+3118808670.02%-13
UNITED PARCEL SVCS INC(UPS)11,39911,240-1591,1311,1060.02%-25
COLGATE PALMOLIVE CO(CL)38,98935,679-3,3103,0813,0410.05%-40
MASTERCARD INCORPORATED(MA)720739+194113690.01%-42
THOMSON REUTERS CORP(TRI)4,5534,413-1406015540.01%-47
ABBOTT LABORATORIES3,9084,136+2284904250.01%-65
HIVE DIGITAL TECHNOLOGIES LT(HIVE)34,1200-34,120880—-88
ABBVIE INC(ABBV)5,0644,900-1641,1571,0660.02%-91
CISCO SYS INC(CSCO)8,4047,020-1,3846475450.01%-103
KENNEDY-WILSON HOLDINGS INC80,52361,148-19,3757796620.01%-117
INVESCO LTD(IVZ)32,24530,000-2,2458477290.01%-118
AMPHENOL CORP2,5931,832-7613502310.00%-119
SHOPIFY INC(SHOP)4,9625,644+6827996690.01%-129
INTERNATIONAL BUSINESS MACHS(IBM)1,200896-3043552170.00%-138
PEPSICO INC(PEP)11,2289,315-1,9131,6111,4470.03%-165
WORKDAY INC(WDAY)9520-9522040—-204
CVS HEALTH CORP(CVS)2,5950-2,5952060—-206
CAPITAL ONE FINL CORP(COF)8570-8572080—-208
PALANTIR TECHNOLOGIES INC(PLTR)1,2230-1,2232170—-217
WELLS FARGO & CO(WFC)14,97814,621-3571,3961,1640.02%-232
TEXAS INSTRS INC(TXN)1,3760-1,3762390—-239
BOOKING HOLDINGS INC(BKNG)460-462460—-246
AMERICAN WTR WKS CO INC NEW183,554174,156-9,39823,95423,7010.42%-253
COSTCO WHSL CORP NEW(COST)2940-2942540—-254
INTERCONTINENTAL EXCHANGE IN(ICE)1,5960-1,5962580—-258
DOLBY LABORATORIES INC(DLB)4,9070-4,9073150—-315
ELECTRONIC ARTS INC5,1833,473-1,7101,0597080.01%-351
BRISTOL-MYERS SQUIBB CO(BMY)30,65220,985-9,6671,6531,2730.02%-381
VULCAN MATLS CO(VMC)5,7344,594-1,1401,6351,2510.02%-385
INTERNATIONAL PAPER CO(IP)70,48764,378-6,1092,7762,2980.04%-478
AMERICAN INTL GROUP INC42,80541,666-1,1393,6623,1350.06%-527
WASTE MGMT INC DEL(WM)74,41868,856-5,56216,35015,8220.28%-528
GOLDMAN SACHS GROUP INC(GS)2,4281,882-5462,1341,5920.03%-542
GE AEROSPACE(GE)14,65613,947-7094,5143,9580.07%-557
ESSEX PPTY TR INC(ESS)25,31424,734-5806,6245,9860.11%-639
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Quilter Plc — 13F Holdings — Q1 2026 | TickerTrail