Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$202.29M
Total Bought
$146.05M
Total Sold
$78.25M
Net Transaction
+$67.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MASTERCARD INCORPORATED(MA)05,001+5,00102,7411.36%+2,741
AMEREN CORP(AEE)025,934+25,93402,6041.29%+2,604
NISOURCE INC(NI)062,366+62,36602,5001.24%+2,500
HONEYWELL INTL INC(HON)010,602+10,60202,2451.11%+2,245
PERMIAN RESOURCES CORP(PR)0146,683+146,68302,0321.00%+2,032
HORMEL FOODS CORP(HRL)18,68683,868+65,1825862,5951.28%+2,009
AMERICAN EXPRESS CO(AXP)07,323+7,32301,9700.97%+1,970
FIDELITY NATIONAL FINANCIAL(FNF)029,757+29,75701,9370.96%+1,937
PRINCIPAL FINANCIAL GROUP IN(PFG)022,403+22,40301,8900.93%+1,890
REGIONS FINANCIAL CORP NEW(RF)082,740+82,74001,7980.89%+1,798
GRACO INC(GGG)026,576+26,57602,2191.10%+2,219
RTX CORPORATION(RTX)013,030+13,03001,7260.85%+1,726
ATMOS ENERGY CORP(ATO)013,134+13,13402,0301.00%+2,030
OGE ENERGY CORP(OGE)034,922+34,92201,6050.79%+1,605
GOLDMAN SACHS GROUP INC(GS)02,910+2,91001,5900.79%+1,590
US BANCORP DEL(USB)049,272+49,27202,0801.03%+2,080
QUEST DIAGNOSTICS INC(DGX)09,005+9,00501,5240.75%+1,524
GRAINGER W W INC(GWW)01,496+1,49601,4780.73%+1,478
HARTFORD INSURANCE GROUP INC(HIG)011,397+11,39701,4100.70%+1,410
SMITH A O CORP(AOS)021,552+21,55201,4090.70%+1,409
AON PLC(AON)06,559+6,55902,6181.29%+2,618
CORTEVA INC(CTVA)022,017+22,01701,3860.68%+1,386
MORGAN STANLEY(MS)011,764+11,76401,3730.68%+1,373
NEWS CORP NEW(NWS)12,85261,993+49,1413541,6870.83%+1,334
BERKLEY W R CORP022,859+22,85901,6270.80%+1,627
EXPEDITORS INTL WASH INC(EXPD)010,753+10,75301,2930.64%+1,293
MAGNOLIA OIL & GAS CORP(MGY)048,902+48,90201,2350.61%+1,235
SILGAN HLDGS INC(SLGN)023,988+23,98801,2260.61%+1,226
AMETEK INC08,163+8,16301,4050.69%+1,405
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)027,366+27,36601,1900.59%+1,190
JPMORGAN CHASE & CO.(JPM)04,740+4,74001,1630.57%+1,163
FLOWERS FOODS INC(FLO)060,843+60,84301,1570.57%+1,157
TRUIST FINL CORP(TFC)026,689+26,68901,0980.54%+1,098
BLACKSTONE INC(BX)07,778+7,77801,0870.54%+1,087
WILLIS TOWERS WATSON PLC LTD(WTW)03,867+3,86701,3070.65%+1,307
INTERCONTINENTAL EXCHANGE IN(ICE)012,399+12,39902,1391.06%+2,139
GARTNER INC(IT)02,476+2,47601,0390.51%+1,039
WESTLAKE CORPORATION(WLK)010,300+10,30001,0300.51%+1,030
ELEVANCE HEALTH INC(ELV)02,290+2,29009960.49%+996
INTEGER HLDGS CORP(ITGR)08,285+8,28509780.48%+978
CITIGROUP INC(C)016,911+16,91101,2010.59%+1,201
CROWN HLDGS INC(CCK)015,698+15,69801,4010.69%+1,401
BOSTON SCIENTIFIC CORP(BSX)012,664+12,66401,2780.63%+1,278
WILLIAMS COS INC(WMB)015,494+15,49409260.46%+926
IDEX CORP(IEX)05,057+5,05709150.45%+915
OLD REP INTL CORP(ORI)023,005+23,00509020.45%+902
GE HEALTHCARE TECHNOLOGIES I(GEHC)010,869+10,86908770.43%+877
PHILLIPS 66(PSX)07,012+7,01208660.43%+866
KBR INC(KBR)017,196+17,19608570.42%+857
ROLLINS INC(ROL)020,507+20,50701,1080.55%+1,108
PNC FINL SVCS GROUP INC(PNC)9,06114,686+5,6251,7472,5811.28%+834
YUM BRANDS INC(YUM)05,160+5,16008120.40%+812
HUNT J B TRANS SVCS INC(JBHT)05,337+5,33707900.39%+790
AMERICAN ELEC PWR CO INC015,955+15,95501,7430.86%+1,743
BALCHEM CORP04,723+4,72307840.39%+784
BADGER METER INC04,094+4,09407790.39%+779
SIMPSON MFG INC(SSD)04,837+4,83707600.38%+760
WENDYS CO(WEN)066,391+66,39109710.48%+971
KEMPER CORP(KMPB)011,179+11,17907470.37%+747
OTIS WORLDWIDE CORP(OTIS)10,30916,356+6,0479551,6880.83%+733
FRANKLIN ELEC INC(FELE)07,743+7,74307270.36%+727
BUCKLE INC(BKE)018,734+18,73407180.35%+718
TRI POINTE HOMES INC
COM
021,977+21,97707020.35%+702
HYATT HOTELS CORP(H)05,719+5,71907010.35%+701
ARMSTRONG WORLD INDS INC NEW(AWI)5,0249,914+4,8907101,3970.69%+687
DISNEY WALT CO(DIS)06,843+6,84306750.33%+675
FIRST HAWAIIAN INC(FHB)027,512+27,51206720.33%+672
GATX CORP(GATX)04,296+4,29606670.33%+667
VERISIGN INC02,545+2,54506460.32%+646
ENTERGY CORP NEW(ETR)09,809+9,80908390.41%+839
PAYLOCITY HLDG CORP(PCTY)04,937+4,93709250.46%+925
EXELON CORP(EXC)013,384+13,38406170.30%+617
CENTURY CMNTYS INC(CCS)09,039+9,03906070.30%+607
LAM RESEARCH CORP(LRCX)08,273+8,27306010.30%+601
RBC BEARINGS INC(RBC)03,454+3,45401,1110.55%+1,111
UNITED CMNTY BKS BLAIRSVLE G(UCB)021,263+21,26305980.30%+598
D R HORTON INC(DHI)04,678+4,67805950.29%+595
PEPSICO INC(PEP)03,928+3,92805890.29%+589
ESSENTIAL UTILS INC(WTRG)014,737+14,73705830.29%+583
EDWARDS LIFESCIENCES CORP07,970+7,97005780.29%+578
LENNOX INTL INC(LII)01,024+1,02405740.28%+574
AVERY DENNISON CORP03,188+3,18805670.28%+567
BOSTON BEER INC(SAM)02,347+2,34705610.28%+561
NMI HLDGS INC(NMIH)015,501+15,50105590.28%+559
AMERICAN INTL GROUP INC06,332+6,33205510.27%+551
HERSHEY CO(HSY)04,599+4,59907870.39%+787
AUTONATION INC(AN)03,381+3,38105470.27%+547
LCI INDS(LCII)06,202+6,20205420.27%+542
CNO FINL GROUP INC019,839+19,83908260.41%+826
MASCO CORP(MAS)07,633+7,63305310.26%+531
INTERNATIONAL FLAVORS&FRAGRA(IFF)06,721+6,72105220.26%+522
GLOBE LIFE INC03,917+3,91705160.26%+516
FIRSTCASH HOLDINGS INC(FCFS)04,234+4,23405090.25%+509
JACKSON FINANCIAL INC(JXN)06,080+6,08005090.25%+509
HASBRO INC(HAS)08,187+8,18705030.25%+503
AMERIS BANCORP(ABCB)012,681+12,68107300.36%+730
ATLAS ENERGY SOLUTIONS INC(AESI)027,958+27,95804990.25%+499
HOME DEPOT INC(HD)1,3702,815+1,4455331,0320.51%+499
HENRY SCHEIN INC(HSIC)07,259+7,25904970.25%+497
DT MIDSTREAM INC(DTM)05,134+5,13404950.24%+495
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