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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 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL AEROSPACE INC 420,093.0 $92.9M 0.13% NEW $221.08
2 BLBD BLUE BIRD CORP Consumer Cyclical 515,863.0 $40.7M 0.06% NEW $78.96 -19.1%
3 COHU COHU INC Technology 426,149.0 $31.5M 0.04% NEW $73.91 -15.3%
4 DUPONT DE NEMOURS INC 194,534.0 $26.4M 0.04% NEW $135.64
5 CYD CHINA YUCHAI INTL LTD Industrials 535,575.0 $25.4M 0.04% NEW $47.41 -2.1%
6 AMUN ABRDN FDS 889,896.0 $23.2M 0.03% NEW $26.08 -0.2%
7 FCFS FIRSTCASH HOLDINGS INC Financial Services 98,373.0 $21.3M 0.03% NEW $216.32 -0.0%
8 KGS KODIAK GAS SVCS INC Energy 258,916.0 $19.5M 0.03% NEW $75.13 -12.0%
9 MLYS MINERALYS THERAPEUTICS INC Healthcare 689,235.0 $18.6M 0.03% NEW $26.98 -3.4%
10 JLL JONES LANG LASALLE INC Real Estate 54,778.0 $17.0M 0.02% NEW $309.95 +19.5%
11 BLACKSTONE DIGITAL INFRASTRU 701,542.0 $15.2M 0.02% NEW $21.63
12 AMERICAN BEACON SELECT FUNDS 598,704.0 $15.1M 0.02% NEW $25.15
13 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 737,670.0 $13.2M 0.02% NEW $17.96 +19.3%
14 CARNIVAL CORP LTD 460,346.0 $13.2M 0.02% NEW $28.57
15 IMUX IMMUNIC INC Healthcare 824,393.0 $12.7M 0.02% NEW $15.37 +4.3%
16 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 261,263.0 $11.2M 0.02% NEW $42.77 -38.9%
17 ALKS ALKERMES PLC Healthcare 193,805.0 $10.2M 0.01% NEW $52.40 -4.9%
18 SR SPIRE INC Utilities 127,100.0 $9.9M 0.01% NEW $78.09 +5.4%
19 ASCENDIS PHARMA A/S 36,512.0 $9.7M 0.01% NEW $266.72
20 FRMI FERMI INC Utilities 1,003,900.0 $9.2M 0.01% NEW $9.16 -33.0%
Page 1 of 3  ·  51 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%