Fund HoldingsiSAM Funds (UK) Ltd

Total Portfolio Value
$278.12M
Total Bought
$187.74M
Total Sold
$397.04M
Net Transaction
-$209.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MARSH & MCLENNAN COS INC(MRSH)024,119+24,11904,4751.61%+4,475
EXXON MOBIL CORP037,007+37,00704,4531.60%+4,453
WEC ENERGY GROUP INC(WEC)041,835+41,83504,4121.59%+4,412
AUTOMATIC DATA PROCESSING IN017,004+17,00404,3741.57%+4,374
APPLIED MATLS INC016,863+16,86304,3341.56%+4,334
MCDONALDS CORP(MCD)014,147+14,14704,3241.55%+4,324
NISOURCE INC(NI)0101,500+101,50004,2391.52%+4,239
PPL CORP(PPL)0111,088+111,08803,8901.40%+3,890
MORGAN STANLEY(MS)020,851+20,85103,7021.33%+3,702
CENTERPOINT ENERGY INC(CNP)094,398+94,39803,6191.30%+3,619
ARCH CAP GROUP LTD
ORD
036,883+36,88303,5381.27%+3,538
SHERWIN WILLIAMS CO(SHW)09,550+9,55003,0941.11%+3,094
XCEL ENERGY INC(XEL)046,145+46,14503,4081.23%+3,408
METLIFE INC(MET)031,857+31,85702,5150.90%+2,515
BANK NEW YORK MELLON CORP020,977+20,97702,4350.88%+2,435
ASSURANT INC(AIZ)09,891+9,89102,3820.86%+2,382
VULCAN MATLS CO(VMC)011,257+11,25703,2111.15%+3,211
XYLEM INC(XYL)017,363+17,36302,3640.85%+2,364
HILTON WORLDWIDE HLDGS INC(HLT)07,906+7,90602,2710.82%+2,271
PROCTER AND GAMBLE CO(PG)019,329+19,32902,7701.00%+2,770
REPUBLIC SVCS INC(RSG)010,069+10,06902,1340.77%+2,134
MOODYS CORP(MCO)05,655+5,65502,8891.04%+2,889
UNITEDHEALTH GROUP INC(UNH)06,347+6,34702,0950.75%+2,095
ABBOTT LABS016,583+16,58302,0780.75%+2,078
FORTIVE CORP(FTV)035,361+35,36101,9520.70%+1,952
HENRY JACK & ASSOC INC(JKHY)010,292+10,29201,8780.68%+1,878
CSX CORP(CSX)051,676+51,67601,8730.67%+1,873
PUBLIC SVC ENTERPRISE GRP IN(PEG)022,690+22,69001,8220.66%+1,822
MOTOROLA SOLUTIONS INC(MSI)06,940+6,94002,6600.96%+2,660
NORDSON CORP(NDSN)09,305+9,30502,2370.80%+2,237
HALLIBURTON CO(HAL)059,100+59,10001,6700.60%+1,670
M & T BK CORP(MTB)08,261+8,26101,6640.60%+1,664
ELI LILLY & CO(LLY)01,548+1,54801,6640.60%+1,664
UNITED AIRLS HLDGS INC(UAL)014,482+14,48201,6190.58%+1,619
CATERPILLAR INC(CAT)02,826+2,82601,6190.58%+1,619
CF INDS HLDGS INC(CF)020,871+20,87101,6140.58%+1,614
AGILENT TECHNOLOGIES INC(A)011,587+11,58701,5770.57%+1,577
CLOROX CO DEL(CLX)015,452+15,45201,5580.56%+1,558
CITIZENS FINL GROUP INC(CFG)026,171+26,17101,5290.55%+1,529
TAYLOR MORRISON HOME CORP(TMHC)026,071+26,07101,5350.55%+1,535
MCCORMICK & CO INC(MKC)021,594+21,59401,4710.53%+1,471
PENTAIR PLC(PNR)013,911+13,91101,4490.52%+1,449
HARTFORD INSURANCE GROUP INC(HIG)12,64922,578+9,9291,6873,1111.12%+1,424
PARKER-HANNIFIN CORP(PH)01,597+1,59701,4040.50%+1,404
JPMORGAN CHASE & CO.(JPM)04,166+4,16601,3420.48%+1,342
OMNICOM GROUP INC(OMC)022,202+22,20201,7930.64%+1,793
SEMPRA(SRE)015,004+15,00401,3250.48%+1,325
GE AEROSPACE(GE)04,236+4,23601,3050.47%+1,305
FEDEX CORP(FDX)04,498+4,49801,2990.47%+1,299
CULLEN FROST BANKERS INC(CFR)010,257+10,25701,2990.47%+1,299
AIRBNB INC09,406+9,40601,2770.46%+1,277
JOHNSON CTLS INTL PLC
SHS
010,478+10,47801,2550.45%+1,255
OREILLY AUTOMOTIVE INC(ORLY)015,070+15,07001,3750.49%+1,375
CUMMINS INC(CMI)02,382+2,38201,2160.44%+1,216
BANKUNITED INC(BKU)026,473+26,47301,1800.42%+1,180
EXPAND ENERGY CORPORATION(EXE)010,544+10,54401,1640.42%+1,164
TYSON FOODS INC(TSN)019,223+19,22301,1270.41%+1,127
CVS HEALTH CORP(CVS)018,943+18,94301,5030.54%+1,503
AMERICAN EXPRESS CO(AXP)02,901+2,90101,0730.39%+1,073
OGE ENERGY CORP(OGE)023,741+23,74101,0140.36%+1,014
COMCAST CORP NEW(CCZ)033,800+33,80001,0100.36%+1,010
AFLAC INC(AFL)08,891+8,89109800.35%+980
VERTEX PHARMACEUTICALS INC(VRTX)03,221+3,22101,4600.53%+1,460
WYNN RESORTS LTD(WYNN)08,024+8,02409660.35%+966
HCA HEALTHCARE INC(HCA)02,049+2,04909570.34%+957
FULTON FINL CORP PA(FULT)048,039+48,03909290.33%+929
INTUITIVE SURGICAL INC01,592+1,59209020.32%+902
NETAPP INC(NTAP)08,160+8,16008740.31%+874
WEBSTER FINL CORP(WBS)013,779+13,77908670.31%+867
VISA INC(V)02,451+2,45108600.31%+860
PRUDENTIAL FINL INC(PFH)016,477+16,47701,8600.67%+1,860
IQVIA HLDGS INC(IQV)03,721+3,72108390.30%+839
UNIVERSAL HLTH SVCS INC(UHS)03,798+3,79808280.30%+828
BLACKROCK INC(BLK)0766+76608200.29%+820
CINTAS CORP(CTAS)04,180+4,18007860.28%+786
CARRIER GLOBAL CORPORATION(CARR)014,812+14,81207830.28%+783
RADIAN GROUP INC(RDN)021,383+21,38307700.28%+770
KORN FERRY(KFY)011,653+11,65307690.28%+769
VIPER ENERGY INC(VNOM)019,040+19,04007360.26%+736
BLACKSTONE INC(BX)04,745+4,74507310.26%+731
BIO-TECHNE CORP(TECH)012,921+12,92107600.27%+760
EDWARDS LIFESCIENCES CORP08,404+8,40407160.26%+716
UGI CORP NEW(UGI)019,133+19,13307160.26%+716
PPG INDS INC(PPG)06,967+6,96707140.26%+714
EBAY INC.(EBAY)014,400+14,40001,2540.45%+1,254
INDEPENDENT BK CORP MASS(INDB)09,415+9,41506880.25%+688
OLD NATL BANCORP IND(ONB)030,519+30,51906810.24%+681
OLD DOMINION FREIGHT LINE IN(ODFL)04,219+4,21906620.24%+662
BROADCOM INC(AVGO)01,909+1,90906610.24%+661
BROADRIDGE FINL SOLUTIONS IN(BR)02,919+2,91906510.23%+651
BUILDERS FIRSTSOURCE INC(BLDR)06,160+6,16006340.23%+634
COLGATE PALMOLIVE CO(CL)07,941+7,94106270.23%+627
TEXAS CAP BANCSHARES INC(TCBI)06,828+6,82806180.22%+618
AMERICAN INTL GROUP INC07,172+7,17206140.22%+614
ROPER TECHNOLOGIES INC(ROP)01,353+1,35306020.22%+602
VERRA MOBILITY CORP026,811+26,81106010.22%+601
EQT CORP(EQT)010,897+10,89705840.21%+584
ROLLINS INC(ROL)019,973+19,97301,1990.43%+1,199
DOLLAR TREE INC(DLTR)04,324+4,32405320.19%+532
MARTIN MARIETTA MATLS INC(MLM)0843+84305250.19%+525
Page 1 of 1