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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 8 of 20  ·  398 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SNDK SANDISK CORP Technology 12,313.0 $28.0M 0.04% -1K -8.4% $2273.73 -28.5%
142 BIIB BIOGEN INC Healthcare 128,227.0 $27.7M 0.04% -23K -15.2% $216.06 -1.6%
143 PPL PPL CORP Utilities 760,455.0 $27.6M 0.04% -118K -13.4% $36.35 -2.0%
144 KVUE KENVUE INC Consumer Defensive 1,433,145.0 $27.4M 0.04% -37K -2.5% $19.11 -1.6%
145 WSFS WSFS FINL CORP Financial Services 349,353.0 $26.8M 0.04% -42K -10.7% $76.73 +6.5%
146 KMB KIMBERLY-CLARK CORP Consumer Defensive 241,537.0 $26.5M 0.04% -48K -16.6% $109.77 -1.9%
147 EWTX EDGEWISE THERAPEUTICS INC Healthcare 647,926.0 $26.3M 0.04% -178K -21.6% $40.63 +8.6%
148 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 88,968.0 $26.1M 0.04% -5K -5.5% $293.18 +3.4%
149 ABCB AMERIS BANCORP Financial Services 284,480.0 $25.7M 0.04% -24K -7.9% $90.26 -2.3%
150 MOH MOLINA HEALTHCARE INC Healthcare 111,331.0 $25.5M 0.04% -4K -3.4% $228.70 -11.0%
151 WSM WILLIAMS SONOMA INC Consumer Cyclical 108,884.0 $25.4M 0.04% -22K -16.9% $233.10 +3.6%
152 DCO DUCOMMUN INC DEL Industrials 136,529.0 $25.3M 0.04% -68K -33.2% $185.21 +10.3%
153 EXPE EXPEDIA GROUP INC Consumer Cyclical 97,439.0 $24.9M 0.04% -2K -1.9% $255.88 +25.6%
154 MTH MERITAGE HOMES CORP Consumer Cyclical 296,900.0 $24.9M 0.04% -48K -13.8% $83.85 -15.7%
155 MTRN MATERION CORP Basic Materials 83,647.0 $24.9M 0.04% -81K -49.1% $297.39 -11.2%
156 SCCO SOUTHERN COPPER CORP Basic Materials 142,546.0 $24.8M 0.04% -33K -18.7% $174.26 +7.8%
157 FN FABRINET Technology 44,051.0 $24.8M 0.04% -27K -37.9% $562.08 -14.1%
158 XENE XENON PHARMACEUTICALS INC Healthcare 408,736.0 $24.7M 0.04% -201K -33.0% $60.36 +4.7%
159 CNC CENTENE CORP DEL Healthcare 380,785.0 $24.4M 0.03% -48K -11.1% $64.19 +1.6%
160 WDAY WORKDAY INC Technology 198,613.0 $24.3M 0.03% -24K -10.7% $122.42 +55.7%
Page 8 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%