Fund HoldingsWELLINGTON MANAGEMENT GROUP LLP

Total Portfolio Value
$535.40B
Total Bought
$69.82B
Total Sold
$94.25B
Net Transaction
-$24.42B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)023,751,085+23,751,08504,625,1460.86%+4,625,146
DIAMONDBACK ENERGY INC(FANG)3,239,83712,501,304+9,261,467487,0452,472,6330.46%+1,985,588
BLACKROCK INC(BLK)1,451,1223,644,668+2,193,5461,553,1943,505,1140.65%+1,951,920
NORTHROP GRUMMAN CORP(NOC)04,970,659+4,970,65903,391,1820.63%+3,391,182
KLA CORP(KLAC)01,440,469+1,440,46902,120,9610.40%+2,120,961
EATON CORP PLC(ETN)1,836,0955,706,699+3,870,604584,8152,041,1150.38%+1,456,300
NETFLIX INC.(NFLX)035,396,237+35,396,23703,403,3480.64%+3,403,348
EXXON MOBIL CORP022,508,874+22,508,87403,818,8560.71%+3,818,856
HONEYWELL INTL INC(HON)016,635,316+16,635,31603,760,0800.70%+3,760,080
SPOTIFY TECHNOLOGY S A(SPOT)03,319,838+3,319,83801,609,8230.30%+1,609,823
MERCK & CO INC(MRK)86,435,45884,314,971-2,120,4879,098,19610,142,2481.89%+1,044,052
TAIWAN SEMICONDUCTOR MANUFAC(TSM)07,597,163+7,597,16302,567,4610.48%+2,567,461
REGENERON PHARMACEUTICALS(REGN)664,4651,837,459+1,172,994512,8811,419,6940.27%+906,814
META PLATFORMS INC(META)011,689,775+11,689,77506,688,0711.25%+6,688,071
TOTALENERGIES SE(TTE)18,092,03222,291,231+4,199,1991,181,7162,067,3130.39%+885,597
FIFTH THIRD BANCORP(FITB)019,680,963+19,680,9630914,3780.17%+914,378
ECHOSTAR CORP(ECHO)07,433,953+7,433,9530870,2930.16%+870,293
HUNTINGTON BANCSHARES INC(HBAN)70,083,841129,387,133+59,303,2921,215,9552,024,9090.38%+808,954
PINNACLE FINL PARTNERS INC(PNFP)09,124,570+9,124,5700785,9900.15%+785,990
ROSS STORES INC(ROST)03,497,091+3,497,0910757,5750.14%+757,575
CAPITAL ONE FINL CORP(COF)05,220,615+5,220,6150952,3970.18%+952,397
SUNBELT RENTALS HOLDINGS INC(SUNB)011,221,373+11,221,3730702,9280.13%+702,928
ROPER TECHNOLOGIES INC(ROP)02,667,069+2,667,0690943,7690.18%+943,769
AMERICAN WTR WKS CO INC NEW7,092,75711,028,906+3,936,149925,6051,500,9240.28%+575,319
QIAGEN NV(QGEN)014,364,303+14,364,3030575,1120.11%+575,112
CADENCE DESIGN SYSTEM INC(CDNS)2,553,2254,901,229+2,348,004798,0871,361,9050.25%+563,817
CMS ENERGY CORP(CMS)06,655,944+6,655,9440516,3680.10%+516,368
PHILIP MORRIS INTL INC(PM)016,855,584+16,855,58402,786,9020.52%+2,786,902
CLOUDFLARE INC(NET)04,010,830+4,010,8300827,5950.15%+827,595
EQUINIX INC(EQIX)0995,103+995,1030975,4400.18%+975,440
BANK NEW YORK MELLON CORP04,441,398+4,441,3980526,8830.10%+526,883
DEVON ENERGY CORP NEW(DVN)09,940,941+9,940,9410500,2280.09%+500,228
KROGER CO(KR)023,470,023+23,470,02301,698,2910.32%+1,698,291
L3HARRIS TECHNOLOGIES INC(LHX)04,393,655+4,393,65501,516,4700.28%+1,516,470
US FOODS HLDG CORP(USFD)015,750,520+15,750,52001,452,3550.27%+1,452,355
STRYKER CORPORATION(SYK)6,493,2768,121,707+1,628,4312,282,1922,668,7120.50%+386,520
DEXCOM INC(DXCM)3,073,5759,326,240+6,252,665203,993585,6880.11%+381,695
SANDISK CORP(SNDK)0623,172+623,1720395,9260.07%+395,926
CHORD ENERGY CORPORATION(CHRD)03,784,453+3,784,4530538,0740.10%+538,074
SEMPRA(SRE)046,135,422+46,135,42204,482,9790.84%+4,482,979
TARGA RES CORP(TRGP)015,043,461+15,043,46103,771,8470.70%+3,771,847
LINDE PLC(LIN)05,152,523+5,152,52302,554,4150.48%+2,554,415
INVESCO EXCH TRADED FD TR II
SR LN ETF
015,771,843+15,771,8430321,9030.06%+321,903
DOMINION ENERGY INC(D)44,943,72747,595,010+2,651,2832,633,2532,942,3240.55%+309,071
MICRON TECHNOLOGY INC(MU)03,919,727+3,919,72701,324,2410.25%+1,324,241
WESCO INTL INC(WCC)03,600,115+3,600,1150985,0630.18%+985,063
FASTENAL CO(FAST)12,095,19416,592,062+4,496,868485,380769,8720.14%+284,492
INTERCONTINENTAL EXCHANGE IN(ICE)010,177,888+10,177,88801,600,7780.30%+1,600,778
CROWN CASTLE INC(CCI)018,779,160+18,779,16001,526,9330.29%+1,526,933
JABIL INC(JBL)04,521,147+4,521,14701,200,9520.22%+1,200,952
DISNEY WALT CO(DIS)21,200,53727,890,688+6,690,1512,411,9852,688,1050.50%+276,119
ARES MANAGEMENT CORPORATION(ARES)011,162,802+11,162,80201,217,8620.23%+1,217,862
PERMIAN RESOURCES CORP(PR)019,393,054+19,393,0540413,4600.08%+413,460
CANADIAN NATL RY CO(CNI)011,523,186+11,523,18601,182,8490.22%+1,182,849
FLEXTRONICS INTL LTD(FLEX)020,238,286+20,238,28601,324,7980.25%+1,324,798
BOSTON SCIENTIFIC CORP(BSX)018,833,406+18,833,40601,181,7960.22%+1,181,796
AMCOR PLC
COM NEW
06,390,394+6,390,3940254,0180.05%+254,018
HCA HEALTHCARE INC(HCA)03,907,712+3,907,71201,849,2860.35%+1,849,286
STARBUCKS CORP(SBUX)03,982,125+3,982,1250356,7590.07%+356,759
T-MOBILE US INC(TMUS)16,583,42817,200,244+616,8163,367,0993,612,5670.67%+245,468
SIMON PPTY GROUP INC NEW(SPG)09,147,616+9,147,61601,706,3050.32%+1,706,305
INCYTE CORP(INCY)03,266,136+3,266,1360307,4090.06%+307,409
DIGITALOCEAN HLDGS INC(DOCN)02,956,866+2,956,8660253,6400.05%+253,640
STERIS PLC(STE)1,644,0792,873,365+1,229,286416,807635,3870.12%+218,580
CISCO SYS INC(CSCO)31,853,94334,421,765+2,567,8222,453,7092,670,7850.50%+217,076
AMPHENOL CORP12,420,00215,001,671+2,581,6691,678,4391,895,4610.35%+217,022
TENET HEALTHCARE CORP(THC)1,135,8012,344,919+1,209,118225,706442,5100.08%+216,803
UNILEVER PLC(UL)31,551,93239,930,443+8,378,5112,063,4962,274,8370.42%+211,341
NUTRIEN LTD(NTR)16,338,60616,092,715-245,8911,008,7131,213,6950.23%+204,981
MARATHON PETE CORP(MPC)05,637,187+5,637,18701,376,4880.26%+1,376,488
EXELON CORP(EXC)020,429,165+20,429,16501,001,4380.19%+1,001,438
CME GROUP INC(CME)01,457,799+1,457,7990430,5610.08%+430,561
REGAL REXNORD CORPORATION(RRX)01,470,168+1,470,1680275,3040.05%+275,304
CARNIVAL CORP07,271,041+7,271,0410188,1750.04%+188,175
VERTIV HOLDINGS CO(VRT)03,325,980+3,325,9800833,4240.16%+833,424
SALESFORCE INC(CRM)1,344,9732,863,921+1,518,948356,297534,6080.10%+178,311
METHANEX CORP(MEOH)04,503,858+4,503,8580267,9360.05%+267,936
ARGENX SE(ARGX)01,021,457+1,021,4570745,9190.14%+745,919
BOEING CO(BA)02,303,523+2,303,5230458,4700.09%+458,470
CHEVRON CORPORATION(CVX)02,518,427+2,518,4270521,0630.10%+521,063
CASEYS GEN STORES INC(CASY)0427,102+427,1020310,8700.06%+310,870
MACOM TECH SOLUTIONS HLDGS I(MTSI)01,548,035+1,548,0350343,7720.06%+343,772
CONSTELLATION BRANDS INC(STZ)06,630,917+6,630,9170994,6380.19%+994,638
CHENIERE ENERGY INC(LNG)0788,209+788,2090223,6620.04%+223,662
AUTOMATIC DATA PROCESSING IN010,104,386+10,104,38602,053,0090.38%+2,053,009
CAMECO CORP(CCJ)02,105,509+2,105,5090228,6570.04%+228,657
EOG RES INC(EOG)01,637,704+1,637,7040236,7630.04%+236,763
KRATOS DEFENSE & SEC SOLUTIO(KTOS)02,595,000+2,595,0000182,9730.03%+182,973
UNITED THERAPEUTICS CORP DEL(UTHR)2,441,4922,264,247-177,2451,189,6171,342,6530.25%+153,036
AXON ENTERPRISE INC(AXON)1,539,7382,418,116+878,378874,4631,026,9500.19%+152,486
DATADOG INC(DDOG)01,898,946+1,898,9460224,1710.04%+224,171
SNOWFLAKE INC(SNOW)05,347,668+5,347,6680806,5350.15%+806,535
CVS HEALTH CORP(CVS)18,564,39222,567,732+4,003,3401,473,2701,620,8150.30%+147,544
PALO ALTO NETWORKS INC(PANW)01,644,745+1,644,7450263,6860.05%+263,686
WESTERN ALLIANCE BANCORP(WAL)04,701,265+4,701,2650333,0850.06%+333,085
OKTA INC(OKTA)01,796,056+1,796,0560141,3680.03%+141,368
AAON INC07,977,164+7,977,1640660,1100.12%+660,110
WATERS CORP(WAT)0811,326+811,3260241,6130.05%+241,613
MARVELL TECHNOLOGY INC(MRVL)02,206,748+2,206,7480218,5780.04%+218,578
PARSONS CORP DEL(PSN)03,192,974+3,192,9740172,9630.03%+172,963
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