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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 11 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 177,709.0 $58.7M 0.08% -15K -7.7% $330.46 -0.8%
202 EXC EXELON CORP Utilities 1,246,923.0 $58.1M 0.08% -8K -0.6% $46.62 -2.8%
203 AME AMETEK INC Industrials 239,941.0 $58.1M 0.08% +16K +7.1% $241.94 +3.3%
204 MPWR MONOLITHIC PWR SYS INC Technology 41,854.0 $57.9M 0.08% +2K +6.2% $1382.36 -3.6%
205 TMUS T-MOBILE US INC Communication Services 340,881.0 $57.2M 0.08% +7K +2.0% $167.73 +9.0%
206 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 619,267.0 $57.0M 0.08% -245K -28.3% $92.09 -1.4%
207 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 116,899.0 $55.8M 0.08% -694.0 -0.6% $477.57 -13.4%
208 PRAXIS PRECISION MEDICINES I 166,399.0 $55.7M 0.08% -6K -3.5% $334.79
209 FDX FEDEX CORP Industrials 177,898.0 $55.7M 0.08% +2K +1.0% $313.13 +4.9%
210 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,063,137.0 $55.4M 0.08% -87K -7.6% $52.15 +4.4%
211 MAA MID-AMER APT CMNTYS INC Real Estate 394,857.0 $54.9M 0.08% +33K +9.0% $138.94 -6.3%
212 NUE NUCOR CORP Basic Materials 245,701.0 $54.7M 0.08% +29K +13.6% $222.75 +18.6%
213 ROST ROSS STORES INC Consumer Cyclical 256,387.0 $54.6M 0.08% +10K +3.9% $212.85 +11.1%
214 LGND LIGAND PHARMACEUTICALS INC Healthcare 172,480.0 $54.5M 0.08% +82K +91.5% $316.09 -9.0%
215 TDG TRANSDIGM GROUP INC Industrials 40,894.0 $54.5M 0.08% -1K -2.6% $1332.04 -7.4%
216 AON AON PLC Financial Services 162,212.0 $53.8M 0.08% +4K +2.3% $331.69 +3.5%
217 DDOG DATADOG INC Technology 204,153.0 $53.2M 0.07% +37K +22.0% $260.36 -5.5%
218 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 5,310,871.0 $53.1M 0.07% +270K +5.4% $10.00 -3.0%
219 FERG FERGUSON ENTERPRISES INC Industrials 220,425.0 $52.3M 0.07% +8K +3.8% $237.33 +3.0%
220 PDD PDD HOLDINGS INC Consumer Cyclical 679,955.0 $51.9M 0.07% -167K -19.7% $76.28 +14.4%
Page 11 of 47  ·  934 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%