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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 17 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IP INTERNATIONAL PAPER CO Consumer Cyclical 228,314.0 $8.7M 0.01% +45K +24.3% $38.10 +5.7%
322 TYL TYLER TECHNOLOGIES INC Technology 29,342.0 $8.6M 0.01% +6K +24.8% $292.46 +12.6%
323 EQH EQUITABLE HLDGS INC Financial Services 192,191.0 $8.4M 0.01% +15K +8.6% $43.88 +16.8%
324 ALC ALCON AG Healthcare 121,688.0 $8.2M 0.01% +19K +18.9% $67.10 +10.3%
325 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 372,766.0 $8.1M 0.01% +86K +29.9% $21.86 -9.7%
326 FOXA FOX CORP Communication Services 152,821.0 $8.0M 0.01% +18K +13.6% $52.16 +33.6%
327 CHKP CHECK POINT SOFTWARE TECH LT Technology 59,894.0 $7.9M 0.01% +1K +2.4% $131.43 -0.9%
328 CG CARLYLE GROUP INC Financial Services 186,410.0 $7.8M 0.01% +5K +3.0% $42.11 +13.0%
329 CSL CARLISLE COS INC Industrials 21,158.0 $7.7M 0.01% +10K +84.5% $362.75 -1.9%
330 FNF FIDELITY NATL FINL INC Financial Services 158,575.0 $7.5M 0.01% +13K +9.1% $47.16 +4.2%
331 MYGN MYRIAD GENETICS INC Healthcare 1,308,933.0 $7.5M 0.01% +199K +17.9% $5.71 -47.5%
332 GDDY GODADDY INC Technology 84,015.0 $7.1M 0.01% +10K +13.0% $84.88 +13.6%
333 COHR COHERENT CORP Technology 17,625.0 $7.0M 0.01% +1K +7.2% $394.47 -18.0%
334 JKHY HENRY JACK & ASSOC INC Technology 49,073.0 $6.8M 0.01% +1K +2.4% $137.74 +11.6%
335 PATK PATRICK INDS INC Consumer Cyclical 74,963.0 $6.7M 0.01% +18K +31.9% $89.78 -5.8%
336 TNDM TANDEM DIABETES CARE INC Healthcare 441,738.0 $6.7M 0.01% +8K +1.8% $15.09 +51.2%
337 TPR TAPESTRY INC Consumer Cyclical 44,909.0 $6.6M 0.01% +4K +11.1% $146.38 -8.5%
338 MP MP MATERIALS CORP Basic Materials 113,406.0 $6.4M 0.01% +12K +12.1% $56.01 +3.2%
339 QQQ INVESCO QQQ TR Financial Services 8,625.0 $6.4M 0.01% +2K +24.4% $736.40 -2.2%
340 UDR UDR INC Real Estate 157,458.0 $6.3M 0.01% +3K +1.7% $39.92 -6.0%
Page 17 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%