Fund Holdings

NatWest Group plc

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)0204,367+204,367040,305,2598.72%+40,305,259
CBOE GLOBAL MKTS INC(CBOE)047,548+47,548013,364,3172.89%+13,364,317
AMGEN INC(AMGN)035,797+35,797012,595,1752.72%+12,595,175
ROSS STORES INC(ROST)055,677+55,677012,061,3092.61%+12,061,309
HERSHEY CO(HSY)048,601+48,601010,103,6622.19%+10,103,662
CF INDUSTRIES HOLD(CF)075,550+75,55009,809,4122.12%+9,809,412
ELI LILLY & CO(LLY)04,305+4,30503,959,6100.86%+3,959,610
LAM RESEARCH CORP(LRCX)83,38584,461+1,07614,273,84418,045,9373.90%+3,772,093
EBAY INC.(EBAY)90,332111,105+20,7737,867,91810,112,7772.19%+2,244,859
KLA CORP(KLAC)12,76812,060-70815,514,14117,757,2653.84%+2,243,124
HOWMET AEROSPACE INC(HWM)41,45843,421+1,9638,499,71910,006,8042.16%+1,507,085
KROGER CO(KR)107,212111,607+4,3956,698,6068,075,8821.75%+1,377,276
CME GROUP INC(CME)60,00160,001016,385,04017,721,2603.83%+1,336,220
GILEAD SCIENCES INC(GILD)43,96545,148+1,1835,396,2646,292,2771.36%+896,013
TRANE TECHNOLOGIES PLC(TT)15,57916,025+4466,063,3476,678,2591.44%+614,912
TOTALENERGIES SE(TTE)18,54018,304-2361,212,8871,665,2980.36%+452,411
COLGATE PALMOLIVE CO(CL)63,39463,472+785,009,3945,409,7181.17%+400,324
MOTOROLA SOLUTIONS INC(MSI)8,9868,826-1603,444,5133,830,2190.83%+385,706
CANADIAN NAT RES LTD MED TER(CNQ)7,1827,1820243,111349,9790.08%+106,868
CUMMINS INC(CMI)5285280269,518284,0750.06%+14,557
ALPHABET INC(GOOG)8758750274,575251,0030.05%-23,572
LOGITECH INTL S A
SHS
62,46366,921+4,4586,260,0426,097,8411.32%-162,201
KIMBERLY-CLARK CORP(KMB)48,79649,145+3494,923,0284,741,0181.03%-182,010
TRANSDIGM GROUP INC(TDG)1600-160212,7760-212,776
NRG ENERGY INC(NRG)33,47834,643+1,1655,331,0375,062,7281.10%-268,309
AMAZON COM INC(AMZN)24,86125,902+1,0415,738,4165,394,6091.17%-343,807
CINTAS CORP(CTAS)30,36931,095+7265,711,4985,259,4091.14%-452,089
ISHARES TR13,97513,700-2759,572,0378,948,9771.94%-623,060
UBS GROUP AG(UBS)138,732147,921+9,1896,424,6795,779,2731.25%-645,406
UBER TECHNOLOGIES INC(UBER)88,29590,711+2,4167,214,5856,524,8431.41%-689,742
GE AEROSPACE(GE)36,39237,027+63511,209,82810,507,1522.27%-702,676
VISA INC(V)26,18827,221+1,0339,184,3938,227,2751.78%-957,118
MOODYS CORP(MCO)17,01717,545+5288,693,1347,654,0061.66%-1,039,128
APPLE INC(AAPL)133,404138,681+5,27736,267,21135,195,8517.61%-1,071,360
JOHNSON & JOHNSON(JNJ)57,38142,982-14,39911,874,99810,506,5202.27%-1,368,478
BOOKING HOLDINGS INC(BKNG)1,3301,363+337,122,5895,738,6661.24%-1,383,923
MONSTER BEVERAGE CORP NEW(MNST)193,395174,489-18,90614,827,59412,643,4732.74%-2,184,121
MORGAN STANLEY(MS)69,50658,275-11,23112,339,4009,590,3172.07%-2,749,083
NEWMONT CORP(NEM)127,40487,148-40,25612,721,2909,433,7712.04%-3,287,519
GOLDMAN SACHS GROUP INC(GS)18,77412,361-6,41316,502,34610,457,2822.26%-6,045,064
NVIDIA CORPORATION(NVDA)200,789178,516-22,27337,447,14931,133,1906.74%-6,313,959
INTUIT(INTU)10,4150-10,4156,899,1040-6,899,104
BROADCOM INC(AVGO)53,79731,510-22,28718,619,1429,752,6602.11%-8,866,482
MICROSOFT CORP(MSFT)63,34450,577-12,76730,634,42518,722,0884.05%-11,912,337
ALPHABET INC(GOOG)103,25968,046-35,21332,320,06719,567,3084.23%-12,752,759
JPMORGAN CHASE & CO(JPM)63,19422,490-40,70420,362,3716,615,6591.43%-13,746,712
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