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Portfolio (Quarterly) Guide ↗

Invesco Ltd.

· CIK 0000914208
13F Portfolio $653.3B AUM 23,552 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 1819 Added 1581 Reduced 138 Exited
Page 24 of 91  ·  1,819 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PARR PAR PAC HOLDINGS INC Energy 2,002,179.0 $125.4M 0.02% +1.2M +165.3% $62.64 -4.3%
462 ALHC ALIGNMENT HEALTHCARE INC Healthcare 7,000,099.0 $123.3M 0.02% +798K +12.9% $17.62 -8.0%
463 RUN SUNRUN INC Energy 9,073,225.0 $123.0M 0.02% +3.2M +54.6% $13.56 +1.8%
464 CENX CENTURY ALUM CO Basic Materials 2,076,528.0 $121.9M 0.02% +1.4M +229.9% $58.69 +1.2%
465 ENLIGHT RENEWABLE ENERGY LTD 1,784,921.0 $121.8M 0.02% +316K +21.5% $68.26
466 CLH CLEAN HARBORS INC Industrials 421,460.0 $120.8M 0.02% +61K +16.9% $286.73 +1.8%
467 ENVA ENOVA INTL INC Financial Services 888,187.0 $120.6M 0.02% +175K +24.6% $135.83 +20.8%
468 FORM FORMFACTOR INC Technology 1,238,363.0 $120.1M 0.02% +905K +272.0% $96.99 +28.5%
469 RRR RED ROCK RESORTS INC Consumer Cyclical 2,243,829.0 $119.7M 0.02% +1.2M +112.9% $53.36 -1.8%
470 BMI BADGER METER INC Technology 777,907.0 $118.5M 0.02% +12K +1.5% $152.35 -23.4%
471 BWA BORGWARNER INC Consumer Cyclical 2,178,501.0 $118.2M 0.02% +1.4M +170.9% $54.26 +15.8%
472 VSEC VSE CORP Industrials 635,889.0 $117.3M 0.02% +126K +24.7% $184.40 -7.8%
473 VC VISTEON CORP Consumer Cyclical 1,284,917.0 $117.1M 0.02% +31K +2.5% $91.11 +18.2%
474 DAN DANA INC Consumer Cyclical 3,477,578.0 $117.0M 0.02% +2.4M +226.0% $33.65 -0.7%
475 CRGY CRESCENT ENERGY COMPANY Energy 8,579,329.0 $115.8M 0.02% +6.3M +279.5% $13.50 -0.5%
476 INVESCO ACTIVELY MANAGED EXC 3,907,580.0 $113.2M 0.02% +160K +4.3% $28.96
477 NYT NEW YORK TIMES CO MTN BE Communication Services 1,308,497.0 $109.6M 0.02% +926K +241.7% $83.73 -11.2%
478 MUR MURPHY OIL CORP Energy 2,623,433.0 $108.2M 0.02% +2.0M +326.5% $41.25 -5.3%
479 FOX FOX CORP Communication Services 2,032,094.0 $107.9M 0.02% +411K +25.4% $53.10 +9.5%
480 QQA INVESCO ACTIVELY MANAGED EXC 2,130,045.0 $106.2M 0.02% +78K +3.8% $49.88 +12.7%
Page 24 of 91  ·  1,819 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.6%
Industrials 12.6%
Financial Services 11.3%
Healthcare 10.0%
Consumer Cyclical 9.0%
Communication Services 7.5%
Energy 6.3%
Consumer Defensive 5.8%
Utilities 3.5%
Real Estate 3.2%