Fund HoldingsWELLINGTON MANAGEMENT GROUP LLP

Total Portfolio Value
$570.60B
Total Bought
$68.07B
Total Sold
$76.85B
Net Transaction
-$8.78B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)14,563,78013,357,185-1,206,59511,112,16414,354,7002.52%+3,242,535
MERCK & CO INC(MRK)75,279,10486,435,458+11,156,3546,318,1759,098,1961.59%+2,780,021
AMAZON COM INC(AMZN)066,223,281+66,223,281015,285,6582.68%+15,285,658
UNILEVER PLC(UL)031,551,932+31,551,93202,063,4960.36%+2,063,496
ALPHABET INC(GOOG)65,608,96057,286,312-8,322,64815,949,53817,930,6163.14%+1,981,077
FERGUSON ENTERPRISES INC(FERG)3,734,9119,366,465+5,631,554838,7862,085,2560.37%+1,246,470
DISNEY WALT CO(DIS)021,200,537+21,200,53702,411,9850.42%+2,411,985
HUNTINGTON BANCSHARES INC(HBAN)070,083,841+70,083,84101,215,9550.21%+1,215,955
TOTALENERGIES SE(TTE)018,092,032+18,092,03201,181,7160.21%+1,181,716
ADVANCED MICRO DEVICES INC(AMD)4,847,8258,862,898+4,015,073784,3301,898,0780.33%+1,113,749
DOORDASH INC(DASH)05,481,693+5,481,69301,241,4940.22%+1,241,494
BROADCOM INC(AVGO)047,385,880+47,385,880016,400,2532.87%+16,400,253
WW GRAINGER INC(GWW)01,071,854+1,071,85401,081,5540.19%+1,081,554
CVS HEALTH CORP(CVS)6,330,71718,564,392+12,233,675477,2731,473,2700.26%+995,997
BLACKROCK INC(BLK)01,451,122+1,451,12201,553,1940.27%+1,553,194
ABBVIE INC(ABBV)10,536,90114,926,683+4,389,7822,439,7143,410,5980.60%+970,884
PROGRESSIVE CORP(PGR)06,506,302+6,506,30201,481,6150.26%+1,481,615
AMERICAN WTR WKS CO INC NEW07,092,757+7,092,7570925,6050.16%+925,605
NUTRIEN LTD(NTR)016,338,606+16,338,60601,008,7130.18%+1,008,713
QUALCOMM INC(QCOM)12,437,24016,727,862+4,290,6222,069,0592,861,3010.50%+792,242
ELEVANCE HEALTH INC FORMERLY(ELV)08,289,976+8,289,97602,906,0510.51%+2,906,051
DANAHER CORPORATION(DHR)015,076,796+15,076,79603,451,3800.60%+3,451,380
DOMINION ENERGY INC(D)30,746,14644,943,727+14,197,5811,880,7422,633,2530.46%+752,511
KIMBERLY-CLARK CORP(KMB)07,368,407+7,368,4070743,3990.13%+743,399
JOHNSON CTLS INTL PLC
SHS
017,581,345+17,581,34502,105,3660.37%+2,105,366
NATERA INC(NTRA)04,976,325+4,976,32501,140,0260.20%+1,140,026
MASTERCARD INCORPORATED(MA)013,496,758+13,496,75807,705,0291.35%+7,705,029
THERMO FISHER SCIENTIFIC INC(TMO)2,699,4603,468,240+768,7801,309,2922,009,6720.35%+700,380
HUBBELL INC(HUBB)02,514,632+2,514,63201,116,7730.20%+1,116,773
DARDEN RESTAURANTS INC(DRI)08,077,567+8,077,56701,486,4340.26%+1,486,434
DELTA AIR LINES INC DEL(DAL)013,811,787+13,811,7870958,5380.17%+958,538
AXON ENTERPRISE INC(AXON)01,539,738+1,539,7380874,4630.15%+874,463
PACCAR INC(PCAR)022,977,556+22,977,55602,516,2720.44%+2,516,272
ALPHABET INC(GOOG)17,166,12915,259,175-1,906,9544,180,8114,788,3290.84%+607,518
NIKE INC(NKE)031,772,720+31,772,72002,024,2400.35%+2,024,240
UNITED THERAPEUTICS CORP DEL(UTHR)1,398,7812,441,492+1,042,711586,3831,189,6170.21%+603,234
AMPHENOL CORP NEW012,420,002+12,420,00201,678,4390.29%+1,678,439
TESLA INC(TSLA)9,082,63810,268,577+1,185,9394,039,2314,617,9840.81%+578,754
EATON CORP PLC(ETN)01,836,095+1,836,0950584,8150.10%+584,815
INTUITIVE SURGICAL INC03,445,880+3,445,88001,951,6090.34%+1,951,609
KEURIG DR PEPPER INC(KDP)057,003,344+57,003,34401,596,6640.28%+1,596,664
CADENCE DESIGN SYSTEM INC(CDNS)02,553,225+2,553,2250798,0870.14%+798,087
REGENERON PHARMACEUTICALS(REGN)0664,465+664,4650512,8810.09%+512,881
GSK PLC(GSK)012,557,487+12,557,4870615,8190.11%+615,819
PALANTIR TECHNOLOGIES INC(PLTR)5,182,5607,884,060+2,701,500945,4031,401,3920.25%+455,989
AMETEK INC02,807,664+2,807,6640576,4410.10%+576,441
IDEXX LABS INC(IDXX)0779,214+779,2140527,1620.09%+527,162
MONSTER BEVERAGE CORP NEW(MNST)08,499,546+8,499,5460651,6600.11%+651,660
MAGNUM ICE CREAM CO NV(MICC)025,391,614+25,391,6140405,3470.07%+405,347
STERIS PLC(STE)01,644,079+1,644,0790416,8070.07%+416,807
OMNICOM GROUP INC(OMC)05,199,477+5,199,4770419,8580.07%+419,858
STRUCTURE THERAPEUTICS INC07,121,984+7,121,9840495,3340.09%+495,334
GENERAL MLS INC(GIS)07,466,693+7,466,6930347,2010.06%+347,201
STRYKER CORPORATION(SYK)06,493,276+6,493,27602,282,1920.40%+2,282,192
KKR & CO INC(KKR)027,013,898+27,013,89803,443,7320.60%+3,443,732
MEDTRONIC PLC(MDT)10,189,58613,359,367+3,169,781970,4561,283,3010.22%+312,845
FASTENAL CO(FAST)012,095,194+12,095,1940485,3800.09%+485,380
WESTLAKE CORPORATION(WLK)04,220,717+4,220,7170312,0800.05%+312,080
HYATT HOTELS CORP(H)04,676,116+4,676,1160749,6750.13%+749,675
HUMANA INC(HUM)01,196,502+1,196,5020306,4600.05%+306,460
DEERE & CO(DE)02,436,723+2,436,72301,134,4650.20%+1,134,465
CENCORA INC04,535,992+4,535,99201,532,0310.27%+1,532,031
MARRIOTT INTL INC NEW(MAR)9,175,3778,576,175-599,2022,389,6352,660,6730.47%+271,037
AVANTOR INC(AVTR)023,436,636+23,436,6360268,5840.05%+268,584
TAPESTRY INC(TPR)02,366,502+2,366,5020302,3680.05%+302,368
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)012,918,523+12,918,5230675,3800.12%+675,380
TRIMBLE INC(TRMB)2,743,7576,199,706+3,455,949224,028485,7470.09%+261,719
AUTODESK INC918,0101,868,159+950,149291,624552,9940.10%+261,370
SLB LIMITED(SLB)016,635,566+16,635,5660638,4730.11%+638,473
COTERRA ENERGY INC076,696,789+76,696,78902,018,6590.35%+2,018,659
EDWARDS LIFESCIENCES CORP021,793,949+21,793,94901,857,9340.33%+1,857,934
ACCENTURE PLC IRELAND
SHS CLASS A
010,507,045+10,507,04502,819,0400.49%+2,819,040
DIAMONDBACK ENERGY INC(FANG)03,239,837+3,239,8370487,0450.09%+487,045
WALMART INC(WMT)09,955,273+9,955,27301,109,1170.19%+1,109,117
DICKS SPORTING GOODS INC(DKS)6,606,8608,491,948+1,885,0881,468,1761,681,1510.29%+212,975
TENET HEALTHCARE CORP(THC)01,135,801+1,135,8010225,7060.04%+225,706
INSPIRE MED SYS INC(INSP)02,211,091+2,211,0910203,9290.04%+203,929
DEXCOM INC(DXCM)03,073,575+3,073,5750203,9930.04%+203,993
AIRBNB INC05,262,616+5,262,6160714,2420.13%+714,242
ZOETIS INC(ZTS)011,394,986+11,394,98601,433,7170.25%+1,433,717
ALLY FINL INC(ALLY)014,271,290+14,271,2900646,3470.11%+646,347
AMERICAN INTL GROUP INC025,915,253+25,915,25302,217,0500.39%+2,217,050
APOGEE THERAPEUTICS INC(APGE)04,746,585+4,746,5850358,2720.06%+358,272
FREEPORT-MCMORAN INC(FCX)36,494,79331,299,903-5,194,8901,431,3261,589,7220.28%+158,396
FTAI AVIATION LTD(FTAI)02,647,329+2,647,3290521,1270.09%+521,127
REDDIT INC(RDDT)01,224,045+1,224,0450281,3710.05%+281,371
KT CORP(KT)020,780,872+20,780,8720394,2130.07%+394,213
AMCOR PLC(AMCR)032,719,830+32,719,8300272,8830.05%+272,883
TEXAS ROADHOUSE INC(TXRH)01,329,052+1,329,0520220,6230.04%+220,623
TREX CO INC(TREX)07,225,393+7,225,3930253,4670.04%+253,467
COLUMBIA BKG SYS INC(COLB)13,782,22218,106,228+4,324,006354,754506,0690.09%+151,315
CARDINAL HEALTH INC(CAH)5,804,0905,166,687-637,403911,0101,061,7540.19%+150,744
PROTAGONIST THERAPEUTICS INC03,171,423+3,171,4230276,9920.05%+276,992
COMERICA INC01,706,277+1,706,2770148,3270.03%+148,327
T-MOBILE US INC(TMUS)13,461,66916,583,428+3,121,7593,222,4543,367,0990.59%+144,645
CISCO SYS INC(CSCO)33,748,41431,853,943-1,894,4712,309,0662,453,7090.43%+144,643
HUB GROUP INC(HUBG)03,275,955+3,275,9550139,5880.02%+139,588
SALESFORCE INC(CRM)01,344,973+1,344,9730356,2970.06%+356,297
AMRIZE LTD(AMRZ)11,622,02412,718,217+1,096,193561,018698,5280.12%+137,509
NASDAQ INC(NDAQ)037,659,824+37,659,82403,657,8990.64%+3,657,899
Page 1 of 1