Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$141.61M
Total Bought
$94.07M
Total Sold
$155.23M
Net Transaction
-$61.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ATMOS ENERGY CORP(ATO)017,300+17,30002,9802.10%+2,980
CITIZENS FINL GROUP INC(CFG)041,800+41,80002,9292.07%+2,929
HARTFORD INSURANCE GROUP INC(HIG)019,400+19,40002,5711.82%+2,571
CSX CORP(CSX)043,200+43,20002,0531.45%+2,053
COCA COLA CO(KO)024,900+24,90002,0241.43%+2,024
GILEAD SCIENCES INC(GILD)016,000+16,00002,0211.43%+2,021
EOG RES INC(EOG)014,000+14,00001,8161.28%+1,816
PROCTER & GAMBLE CO(PG)012,300+12,30001,8041.27%+1,804
CORTEVA INC(CTVA)021,200+21,20001,7951.27%+1,795
MONDELEZ INTL INC(MDLZ)028,000+28,00001,6201.14%+1,620
WELLS FARGO & CO(WFC)019,100+19,10001,5781.11%+1,578
DEVON ENERGY CORP NEW(DVN)036,800+36,80001,5211.07%+1,521
MARSH & MCLENNAN COS INC(MRSH)08,800+8,80001,4671.04%+1,467
BERKSHIRE HATHAWAY INC DEL02,880+2,88001,4411.02%+1,441
ABBOTT LABORATORIES014,800+14,80001,3430.95%+1,343
NEXTERA ENERGY INC(NEE)013,900+13,90001,2200.86%+1,220
FIRST HAWAIIAN INC(FHB)039,900+39,90001,1690.83%+1,169
DOVER CORP(DOV)05,000+5,00001,1210.79%+1,121
BERKLEY W R CORP014,500+14,50001,0230.72%+1,023
ZIONS BANCORPORATION NATL AS(ZION)014,300+14,30009890.70%+989
EVERGY INC(EVRG)011,300+11,30009770.69%+977
MDU RES GROUP INC(MDU)042,900+42,90009100.64%+910
FIRSTENERGY CORP(FE)018,700+18,70008890.63%+889
CVB FINL CORP(CVBF)039,300+39,30008860.63%+886
VULCAN MATLS CO(VMC)02,960+2,96008730.62%+873
KEURIG DR PEPPER INC(KDP)026,400+26,40008640.61%+864
KKR & CO INC(KKR)09,200+9,20008440.60%+844
PFIZER INC(PFE)30,38669,300+38,9148531,6691.18%+816
KINDER MORGAN INC DEL(KMI)025,400+25,40008120.57%+812
HOWMET AEROSPACE INC(HWM)03,000+3,00008070.57%+807
AMERIPRISE FINL INC(AMP)01,720+1,72007890.56%+789
QUANTA SVCS INC01,040+1,04007490.53%+749
MASCO CORP(MAS)09,200+9,20007490.53%+749
SHERWIN WILLIAMS CO(SHW)02,160+2,16007440.53%+744
VERTEX PHARMACEUTICALS INC(VRTX)7502,080+1,3303351,0330.73%+698
OLD NATL BANCORP IND(ONB)12,68636,700+24,0142809510.67%+670
TJX COS INC NEW(TJX)04,400+4,40006670.47%+667
EDWARDS LIFESCIENCES CORP5,47712,100+6,6234391,0950.77%+656
COSTCO WHOLESALE CORPORATION(COST)3191,040+7213189730.69%+655
SEI INVTS CO(SEIC)07,400+7,40006490.46%+649
OMNICOM GROUP INC(OMC)08,700+8,70006340.45%+634
VISA INC(V)01,840+1,84006310.45%+631
EVEREST GROUP LTD(EG)01,720+1,72006140.43%+614
UNITED BANKSHARES INC WEST V(UBSI)013,100+13,10006000.42%+600
AMERIS BANCORP(ABCB)06,500+6,50005870.41%+587
COMMERCE BANCSHARES INC(CBSH)010,100+10,10005830.41%+583
ARISTA NETWORKS INC(ANET)03,200+3,20005440.38%+544
AMERICAN WTR WKS CO INC NEW04,100+4,10005390.38%+539
COLGATE PALMOLIVE CO(CL)05,800+5,80005320.38%+532
KIRBY CORP(KEX)03,900+3,90005300.37%+530
CATERPILLAR INC(CAT)468800+3323328520.60%+520
RENASANT CORP012,100+12,10005150.36%+515
HEWLETT PACKARD ENTERPRISE C(HPE)011,100+11,10005010.35%+501
AMEREN CORP(AEE)04,400+4,40004970.35%+497
SALESFORCE INC(CRM)1,4554,900+3,4452727680.54%+496
D R HORTON INC(DHI)9,46611,000+1,5341,2991,7921.27%+493
WILLIAMS SONOMA INC(WSM)02,100+2,10004900.35%+490
DIAMONDBACK ENERGY INC(FANG)6,1609,700+3,5401,2181,7051.20%+487
CHIPOTLE MEXICAN GRILL INC(CMG)014,300+14,30004860.34%+486
DOMINOS PIZZA INC(DPZ)01,640+1,64004860.34%+486
US BANCORP(USB)08,000+8,00004830.34%+483
QUALCOMM INC(QCOM)02,600+2,60004800.34%+480
ELI LILLY & CO(LLY)0400+40004800.34%+480
NORDSON CORP(NDSN)1,2422,680+1,4383308090.57%+478
METLIFE INC(MET)05,600+5,60004740.33%+474
PROSPERITY BANCSHARES INC(PB)7,62113,400+5,7795129790.69%+467
CONAGRA BRANDS INC(CAG)034,500+34,50004640.33%+464
WABTEC(WAB)01,700+1,70004580.32%+458
AT&T INC(T)021,800+21,80004510.32%+451
EXPEDITORS INTL WASH INC(EXPD)02,700+2,70004400.31%+440
NASDAQ INC(NDAQ)05,500+5,50004340.31%+434
BLOCK INC(XYZ)05,700+5,70004330.31%+433
UNITED CMNTY BKS BLAIRSVLE G(UCB)012,000+12,00004210.30%+421
PENTAIR PLC(PNR)05,400+5,40004140.29%+414
ONEOK INC NEW(OKE)04,700+4,70004090.29%+409
GE AEROSPACE(GE)01,080+1,08004040.29%+404
LAKELAND FINL CORP(LKFN)06,500+6,50004010.28%+401
SCHEIN HENRY INC(HSIC)04,600+4,60003840.27%+384
SOTERA HEALTH CO(SHC)021,500+21,50003820.27%+382
EASTMAN CHEM CO(EMN)05,600+5,60003750.26%+375
CVS HEALTH CORP(CVS)03,600+3,60003720.26%+372
SOUTHWEST AIRLS CO(LUV)07,100+7,10003650.26%+365
BEST BUY INC(BBY)04,800+4,80003640.26%+364
WESTAMERICA BANCORPORATION(WABC)06,100+6,10003580.25%+358
AVERY DENNISON CORP02,200+2,20003570.25%+357
ROLLINS INC(ROL)08,500+8,50003550.25%+355
PROVIDENT FINL SVCS INC(PFS)015,000+15,00003550.25%+355
NOBLE CORP PLC(NE)09,500+9,50003540.25%+354
GENERAL DYNAMICS CORP(GD)01,000+1,00003540.25%+354
MATCH GROUP INC NEW(MTCH)09,200+9,20003500.25%+350
BLACKROCK INC(BLK)0360+36003460.24%+346
ANTERO RESOURCES CORP(AR)09,800+9,80003440.24%+344
PTC INC(PTC)03,000+3,00003410.24%+341
GEN DIGITAL INC(GEN)013,600+13,60003390.24%+339
INTERACTIVE BROKERS GROUP IN(IBKR)03,800+3,80003310.23%+331
STANLEY BLACK & DECKER INC(SWK)03,500+3,50003290.23%+329
KROGER CO(KR)05,900+5,90003280.23%+328
MOHAWK INDS INC(MHK)02,700+2,70003280.23%+328
UNIVERSAL HLTH SVCS INC(UHS)02,200+2,20003270.23%+327
UBER TECHNOLOGIES INC(UBER)04,500+4,50003250.23%+325
Page 1 of 5
iSAM Funds (UK) Ltd — 13F Holdings — Q2 2026 | TickerTrail