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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $71.2B AUM 1,805 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 444 Added 398 Reduced 48 Exited
Page 15 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WRB BERKLEY W R CORP Financial Services 202,988.0 $14.3M 0.02% +22K +12.1% $70.53 +0.9%
282 DAL DELTA AIR LINES INC Industrials 148,780.0 $13.9M 0.02% +4K +2.5% $93.66 -7.1%
283 MKL MARKEL GROUP INC Financial Services 7,111.0 $13.9M 0.02% +1K +17.6% $1953.01 -6.6%
284 LEIDOS HOLDINGS INC 133,908.0 $13.8M 0.02% +15K +12.8% $102.97
285 ALHC ALIGNMENT HEALTHCARE INC Healthcare 577,052.0 $13.7M 0.02% +164K +39.7% $23.81 -42.8%
286 EVEREST GROUP LTD 37,751.0 $13.5M 0.02% +2K +6.4% $357.23
287 GPN GLOBAL PMTS INC Industrials 185,706.0 $13.5M 0.02% +2K +1.2% $72.56 +27.7%
288 TXT TEXTRON INC Industrials 141,655.0 $13.0M 0.02% +9K +6.4% $91.73 -4.3%
289 SHOO MADDEN STEVEN LTD Consumer Cyclical 302,122.0 $12.7M 0.02% +41K +15.8% $42.10 +11.2%
290 DOW DOW HLDGS INC Basic Materials 453,149.0 $12.4M 0.02% +40K +9.6% $27.36 +14.3%
291 BRO BROWN & BROWN INC Financial Services 192,650.0 $12.4M 0.02% +15K +8.2% $64.15 +10.2%
292 LVS LAS VEGAS SANDS CORP Consumer Cyclical 260,892.0 $12.1M 0.02% +35K +15.5% $46.19 -0.2%
293 EQ EQUILLIUM INC Healthcare 3,631,659.0 $11.6M 0.02% +279K +8.3% $3.20 -24.8%
294 MAZE MAZE THERAPEUTICS INC Healthcare 383,773.0 $11.5M 0.02% +158K +69.6% $29.84 -5.9%
295 MIR MIRION TECHNOLOGIES INC Industrials 627,585.0 $11.3M 0.02% +171K +37.5% $17.93 -13.4%
296 BUR BURFORD CAPITAL LIMITED Financial Services 2,731,183.0 $11.2M 0.02% +50K +1.9% $4.10 +1.6%
297 AGMB AGOMAB THERAPEUTICS NV Healthcare 846,695.0 $11.0M 0.01% +139K +19.6% $12.98 +5.9%
298 SGP SPYGLASS PHARMA INC Healthcare 493,076.0 $11.0M 0.01% +273K +123.7% $22.26 +16.6%
299 FIX COMFORT SYS USA INC Industrials 5,508.0 $10.9M 0.01% +477.0 +9.5% $1981.95 -10.9%
300 GPC GENUINE PARTS CO Consumer Cyclical 90,871.0 $10.7M 0.01% +7K +8.1% $117.98 +13.4%
Page 15 of 23  ·  444 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 34.9%
Healthcare 12.4%
Consumer Cyclical 11.0%
Communication Services 10.9%
Financial Services 9.1%
Industrials 8.0%
Real Estate 4.4%
Consumer Defensive 3.5%
Utilities 2.1%
Energy 2.0%