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Portfolio (Quarterly) Guide ↗

Perpetual Ltd

· CIK 0001647273
13F Portfolio $6.5B AUM 736 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 188 Added 163 Reduced 32 Exited
Page 11 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EMBJ EMBRAER S.A. Industrials 20,065.0 $1.2M 0.02% -105K -83.9% $59.34 -4.8%
202 PGR PROGRESSIVE CORP Financial Services 5,974.0 $1.2M 0.02% +4K +143.9% $198.24 +2.2%
203 TER TERADYNE INC Technology 3,933.0 $1.2M 0.02% +33.0 +0.8% $296.46 +16.2%
204 INTC INTEL CORP Technology 26,165.0 $1.2M 0.02% +10K +59.6% $44.13 +168.5%
205 HPQ HP INC Technology 58,597.0 $1.1M 0.02% +2K +4.0% $19.21 +14.0%
206 ADI ANALOG DEVICES INC Technology 3,514.0 $1.1M 0.02% +505.0 +16.8% $318.14 +20.8%
207 ABT ABBOTT LABORATORIES Healthcare 10,713.0 $1.1M 0.02% +2K +22.0% $102.67 -14.5%
208 RTX RTX CORPORATION Industrials 5,697.0 $1.1M 0.02% +505.0 +9.7% $192.90 -9.4%
209 CI THE CIGNA GROUP Healthcare 4,040.0 $1.1M 0.02% +1K +36.6% $266.75 +5.7%
210 GLW CORNING INC Technology 7,876.0 $1.1M 0.02% +183.0 +2.4% $135.97 +41.1%
211 PSX PHILLIPS 66 Energy 5,839.0 $1.1M 0.02% +204.0 +3.6% $182.18 -1.6%
212 DD DUPONT DE NEMOURS INC Basic Materials 22,542.0 $1.0M 0.02% -842K -97.4% $45.80 +2.9%
213 CURB CURBLINE PPTYS CORP Real Estate 39,887.0 $1.0M 0.02% +8K +24.3% $25.79 +11.2%
214 COF CAPITAL ONE FINL CORP Financial Services 5,588.0 $1.0M 0.02% +491.0 +9.6% $182.43 +2.3%
215 TMUS T-MOBILE US INC Communication Services 4,825.0 $1.0M 0.02% +1K +43.5% $210.03 -9.5%
216 XPO XPO INC Industrials 5,159.0 $1.0M 0.01% -329.0 -6.0% $194.55 +8.3%
217 APH AMPHENOL CORP Technology 7,876.0 $995K 0.01% +1K +19.9% $126.35 -1.2%
218 CMI CUMMINS INC Industrials 1,825.0 $982K 0.01% -307.0 -14.4% $538.02 +18.7%
219 MCK MCKESSON CORP Healthcare 1,129.0 $977K 0.01% -280.0 -19.9% $865.36 -11.4%
220 ISRG INTUITIVE SURGICAL INC Healthcare 2,085.0 $961K 0.01% +255.0 +13.9% $460.99 -4.6%
Page 11 of 22  ·  424 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 16.9%
Industrials 13.7%
Financial Services 11.8%
Utilities 11.5%
Basic Materials 11.3%
Healthcare 9.1%
Communication Services 7.0%
Energy 7.0%
Consumer Cyclical 4.6%
Consumer Defensive 4.4%