Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$202.52M
Total Bought
$137.23M
Total Sold
$212.88M
Net Transaction
-$75.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ANALOG DEVICES INC(ADI)09,813+9,81303,1221.54%+3,122
TRUIST FINL CORP(TFC)065,295+65,29503,0021.48%+3,002
BANK AMERICA CORP058,926+58,92602,8731.42%+2,873
ALLIANT ENERGY CORP(LNT)037,149+37,14902,6661.32%+2,666
JOHNSON & JOHNSON(JNJ)010,337+10,33702,5271.25%+2,527
STRYKER CORPORATION(SYK)07,606+7,60602,4991.23%+2,499
SOUTHERN CO(SO)024,837+24,83702,3971.18%+2,397
CONOCOPHILLIPS(COP)016,998+16,99802,2441.11%+2,244
THERMO FISHER SCIENTIFIC INC(TMO)04,470+4,47002,1971.08%+2,197
LOCKHEED MARTIN CORP(LMT)03,422+3,42202,0681.02%+2,068
PARKER-HANNIFIN CORP(PH)1,5973,582+1,9851,4043,2071.58%+1,803
CAPITAL ONE FINL CORP(COF)09,114+9,11401,6630.82%+1,663
SOUTHSTATE BK CORP017,318+17,31801,6020.79%+1,602
AIR PRODUCTS AND CHEMICALS I05,224+5,22401,5180.75%+1,518
ILLINOIS TOOL WKS INC(ITW)05,765+5,76501,5010.74%+1,501
MARRIOTT INTL INC NEW(MAR)04,501+4,50101,4720.73%+1,472
DEERE & CO(DE)02,583+2,58301,4550.72%+1,455
TIMKEN CO(TKR)014,383+14,38301,4460.71%+1,446
PAYCHEX INC(PAYX)014,992+14,99201,3810.68%+1,381
IDEX CORP(IEX)07,223+7,22301,3690.68%+1,369
D R HORTON INC(DHI)09,466+9,46601,2990.64%+1,299
MASTERCARD INCORPORATED(MA)02,598+2,59801,2980.64%+1,298
DIAMONDBACK ENERGY INC(FANG)06,160+6,16001,2180.60%+1,218
NUCOR CORP(NUE)09,368+9,36801,5840.78%+1,584
OCCIDENTAL PETE CORP(OXY)017,992+17,99201,1690.58%+1,169
IDACORP INC(IDA)08,151+8,15101,1650.58%+1,165
TRANE TECHNOLOGIES PLC(TT)02,795+2,79501,1650.58%+1,165
CONSOLIDATED EDISON INC(ED)010,197+10,19701,1540.57%+1,154
CHUBB LTD SWITZ
COM
03,526+3,52601,1490.57%+1,149
STATE STR CORP(STT)08,642+8,64201,0940.54%+1,094
DARDEN RESTAURANTS INC(DRI)05,568+5,56801,0920.54%+1,092
NEWMONT CORP(NEM)09,990+9,99001,0810.53%+1,081
TXNM ENERGY INC(TXNM)018,357+18,35701,0730.53%+1,073
GOLDMAN SACHS GROUP INC(GS)01,256+1,25601,0630.52%+1,063
UNUM GROUP(UNM)014,521+14,52101,0600.52%+1,060
WW GRAINGER INC(GWW)0960+96001,0470.52%+1,047
BANK NEW YORK MELLON CORP20,97729,327+8,3502,4353,4791.72%+1,044
ECOLAB INC(ECL)03,909+3,90901,0400.51%+1,040
COPART INC(CPRT)040,846+40,84601,3560.67%+1,356
NEWS CORP NEW(NWS)041,389+41,38901,0320.51%+1,032
INTERCONTINENTAL EXCHANGE IN(ICE)06,560+6,56001,0320.51%+1,032
INGREDION INC(INGR)08,555+8,55509640.48%+964
DOMINION ENERGY INC(D)015,444+15,44409550.47%+955
3M CO(MMM)06,526+6,52609480.47%+948
BROWN & BROWN INC(BRO)014,526+14,52609470.47%+947
AMERICAN INTL GROUP INC7,17220,165+12,9936141,5170.75%+904
CHURCH & DWIGHT CO INC(CHD)019,833+19,83301,8510.91%+1,851
SELECTIVE INS GROUP INC(SIGI)011,807+11,80708900.44%+890
L3HARRIS TECHNOLOGIES INC(LHX)02,574+2,57408880.44%+888
AMETEK INC010,121+10,12102,1701.07%+2,170
GALLAGHER ARTHUR J & CO(AJG)03,956+3,95608570.42%+857
PFIZER INC(PFE)030,386+30,38608530.42%+853
AMERICAN FINANCIAL GROUP INC06,670+6,67008520.42%+852
ARCHER DANIELS MIDLAND CO011,697+11,69708500.42%+850
CNO FINL GROUP INC020,597+20,59708460.42%+846
HUNT J B TRANS SVCS INC(JBHT)03,988+3,98808450.42%+845
CHEVRON CORPORATION(CVX)04,074+4,07408430.42%+843
APPLIED INDL TECHNOLOGIES IN(AIT)03,156+3,15608370.41%+837
ATLANTIC UN BANKSHARES CORP(AUB)023,382+23,38208360.41%+836
HUBBELL INC(HUBB)01,628+1,62807990.39%+799
BAKER HUGHES COMPANY(BKR)012,866+12,86607850.39%+785
WINTRUST FINL CORP(WTFC)05,601+5,60107780.38%+778
FORD MTR CO(F)0111,786+111,78601,2900.64%+1,290
GENERAL MTRS CO(GM)010,380+10,38007730.38%+773
EAST WEST BANCORP INC(EWBC)07,010+7,01007480.37%+748
MCKESSON CORP(MCK)0850+85007360.36%+736
LYONDELLBASELL INDUSTRIES NV
SHS - A -
09,127+9,12707350.36%+735
DELTA AIR LINES INC(DAL)010,946+10,94607280.36%+728
ROCKWELL AUTOMATION INC(ROK)02,024+2,02407260.36%+726
T-MOBILE US INC(TMUS)03,334+3,33407000.35%+700
TOLL BROTHERS INC(TOL)05,130+5,13007000.35%+700
SIMMONS FIRST NATL CORP(SFNC)045,860+45,86008920.44%+892
TEXAS INSTRS INC(TXN)03,596+3,59606980.34%+698
CATHAY GEN BANCORP(CATY)013,523+13,52306740.33%+674
COOPER COS INC(COO)012,544+12,54408970.44%+897
HALLIBURTON CO(HAL)59,10059,459+3591,6702,3181.14%+648
HANOVER INS GROUP INC(THG)03,537+3,53706130.30%+613
AON PLC(AON)01,822+1,82205880.29%+588
MERCK & CO INC(MRK)04,853+4,85305840.29%+584
JACOBS SOLUTIONS INC(J)04,443+4,44305660.28%+566
TE CONNECTIVITY PLC(TEL)02,703+2,70305650.28%+565
VALERO ENERGY CORP(VLO)02,243+2,24305540.27%+554
FIRST HORIZON CORPORATION(FHN)049,117+49,11701,1180.55%+1,118
UMB FINL CORP(UMBF)04,862+4,86205480.27%+548
CASEYS GEN STORES INC(CASY)0743+74305410.27%+541
SOUTHWEST GAS HLDGS INC(SWX)06,201+6,20105390.27%+539
BIOGEN INC(BIIB)02,916+2,91605350.26%+535
CROWDSTRIKE HLDGS INC(CRWD)01,318+1,31805150.25%+515
PROSPERITY BANCSHARES INC(PB)07,621+7,62105120.25%+512
ROSS STORES INC(ROST)02,342+2,34205070.25%+507
PNC FINL SVCS GROUP INC(PNC)04,712+4,71209810.48%+981
EXELON CORP(EXC)010,262+10,26205030.25%+503
CONSTELLATION BRANDS INC(STZ)03,297+3,29704950.24%+495
FEDEX CORP(FDX)4,4984,988+4901,2991,7770.88%+477
DTE ENERGY CO(DTB)05,770+5,77008440.42%+844
SNAP ON INC(SNA)01,261+1,26104580.23%+458
TRANSDIGM GROUP INC(TDG)0394+39404570.23%+457
ADOBE INC(ADBE)03,837+3,83709330.46%+933
HILLTOP HLDGS INC(HTH)012,308+12,30804410.22%+441
LINCOLN NATL CORP IND(LNC)012,184+12,18404330.21%+433
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