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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 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DYNAVAX TECHNOLOGIES CORP 1,085,430 $16.7M 0.00% SOLD
22 EXACT SCIENCES CORP 155,206 $15.8M 0.00% SOLD
23 INDIVIOR PLC 286,689 $10.3M 0.00% SOLD
24 TREEHOUSE FOODS INC 401,090 $9.5M 0.00% SOLD
25 FEIM FREQUENCY ELECTRS INC Technology 175,441 $9.4M 0.00% SOLD
26 CONFLUENT INC 311,131 $9.4M 0.00% SOLD
27 REV GROUP INC 153,723 $9.3M 0.00% SOLD
28 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 347,000 $9.1M 0.00% SOLD
29 POTLATCHDELTIC CORPORATION 225,419 $9.0M 0.00% SOLD
30 NUVEEN DOW 30 DYNMC OVERWRT 554,865 $8.5M 0.00% SOLD
31 ELME COMMUNITIES 473,242 $8.2M 0.00% SOLD
32 AVIDITY BIOSCIENCES INC 109,137 $7.9M 0.00% SOLD
33 HILLENBRAND INC 246,945 $7.8M 0.00% SOLD
34 SYNOVUS FINL CORP 150,631 $7.5M 0.00% SOLD
35 ALEXANDER & BALDWIN INC NEW 361,381 $7.5M 0.00% SOLD
36 GRANITE REAL ESTATE INVT TR 116,697 $6.9M 0.00% SOLD
37 SEAGATE HDD CAYMAN 2,000,000 $6.7M 0.00% SOLD
38 GUIDEWIRE SOFTWARE INC 6,075,000 $6.7M 0.00% SOLD
39 MANU MANCHESTER UTD PLC NEW Communication Services 418,652 $6.7M 0.00% SOLD
40 AFFIRM HLDGS INC 6,000,000 $6.6M 0.00% SOLD
Page 2 of 7  ·  138 positions
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%