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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 19 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SWKS SKYWORKS SOLUTIONS INC Technology 9,693.0 $657K 0.00% -11K -53.7% $67.80 -0.1%
362 CPNG COUPANG INC Consumer Cyclical 37,766.0 $656K 0.00% -177K -82.5% $17.37 -9.5%
363 LIVN LIVANOVA PLC Healthcare 7,817.0 $643K 0.00% -18K -69.8% $82.23 -0.9%
364 HEI HEICO CORP NEW Industrials 1,724.0 $614K 0.00% -7K -80.5% $356.19 +4.2%
365 GL GLOBE LIFE INC Financial Services 3,432.0 $613K 0.00% -613.0 -15.2% $178.68 +0.4%
366 AOS SMITH A O CORP Industrials 9,577.0 $601K 0.00% -3K -23.5% $62.72 -2.1%
367 TTD THE TRADE DESK INC Technology 32,826.0 $593K 0.00% -70K -68.1% $18.08 -25.9%
368 AIZ ASSURANT INC Financial Services 2,158.0 $579K 0.00% -453.0 -17.4% $268.53 +4.7%
369 TKO TKO GROUP HOLDINGS INC Communication Services 2,859.0 $576K 0.00% -562.0 -16.4% $201.31 -3.1%
370 MLI MUELLER INDS INC Industrials 4,592.0 $564K 0.00% -183.0 -3.8% $122.93 -45.8%
371 PNW PINNACLE WEST CAP CORP Utilities 5,161.0 $552K 0.00% -2K -26.3% $107.00 -6.2%
372 HII HUNTINGTON INGALLS INDS INC Industrials 1,965.0 $550K 0.00% -332.0 -14.4% $279.89 +13.7%
373 RVTY REVVITY INC Healthcare 4,889.0 $544K 0.00% -1K -17.3% $111.26 +4.4%
374 XP XP INC Financial Services 32,336.0 $526K 0.00% -1K -3.3% $16.26 -3.4%
375 IVZ INVESCO LTD Financial Services 19,145.0 $505K 0.00% -3K -15.2% $26.39 +23.4%
376 SOLV SOLVENTUM CORP Healthcare 6,357.0 $490K 0.00% -12K -65.2% $77.15 +12.5%
377 TECH BIO-TECHNE CORP Healthcare 6,746.0 $477K 0.00% -1K -17.8% $70.65 +2.5%
378 BAX BAXTER INTL INC Healthcare 22,184.0 $473K 0.00% -5K -18.1% $21.32 +21.5%
379 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 211.0 $439K 0.00% -1K -86.1% $2080.79 +8.0%
380 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,767.0 $427K 0.00% -4K -42.5% $89.48 -21.5%
Page 19 of 20  ·  398 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%