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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 5 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 177,709.0 $58.7M 0.08% -15K -7.7% $330.46 -1.3%
82 EXC EXELON CORP Utilities 1,246,923.0 $58.1M 0.08% -8K -0.6% $46.62 -2.3%
83 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 619,267.0 $57.0M 0.08% -245K -28.3% $92.09 -2.0%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 116,899.0 $55.8M 0.08% -694.0 -0.6% $477.57 -9.8%
85 PRAXIS PRECISION MEDICINES I 166,399.0 $55.7M 0.08% -6K -3.5% $334.79
86 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,063,137.0 $55.4M 0.08% -87K -7.6% $52.15 +4.9%
87 TDG TRANSDIGM GROUP INC Industrials 40,894.0 $54.5M 0.08% -1K -2.6% $1332.04 -7.1%
88 PDD PDD HOLDINGS INC Consumer Cyclical 679,955.0 $51.9M 0.07% -167K -19.7% $76.28 +14.0%
89 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 162,832.0 $51.7M 0.07% -14K -7.9% $317.53 -5.0%
90 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 531,739.0 $51.1M 0.07% -19K -3.5% $96.12 -52.6%
91 GWW WW GRAINGER INC Industrials 36,499.0 $49.7M 0.07% -10K -21.0% $1360.40 -3.1%
92 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,031,536.0 $49.2M 0.07% -160K -13.4% $47.68 -2.3%
93 HCA HCA HEALTHCARE INC Healthcare 124,699.0 $48.6M 0.07% -11K -8.1% $389.89 +3.9%
94 UPS UNITED PARCEL SVCS INC Industrials 450,925.0 $48.5M 0.07% -41K -8.3% $107.50 -5.1%
95 IDXX IDEXX LABS INC Healthcare 91,286.0 $48.1M 0.07% -2K -2.2% $526.44 +3.7%
96 CAH CARDINAL HEALTH INC Healthcare 200,653.0 $47.7M 0.07% -38K -16.1% $237.56 -0.8%
97 FE FIRSTENERGY CORP Utilities 997,527.0 $47.4M 0.07% -87K -8.0% $47.54 -0.3%
98 EW EDWARDS LIFESCIENCES CORP Healthcare 497,362.0 $45.0M 0.06% -54K -9.8% $90.46 +0.4%
99 GEV GE VERNOVA INC Utilities 37,659.0 $44.2M 0.06% -79K -67.7% $1174.86 -8.2%
100 AFL AFLAC INC Financial Services 373,306.0 $43.8M 0.06% -3K -0.9% $117.25 +3.2%
Page 5 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%