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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 12 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WAT WATERS CORP Healthcare 138,104.0 $51.8M 0.07% +13K +10.0% $375.04 +7.0%
222 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 162,832.0 $51.7M 0.07% -14K -7.9% $317.53 -5.5%
223 EIX EDISON INTL Utilities 689,302.0 $51.3M 0.07% +75K +12.2% $74.45 -1.0%
224 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 531,739.0 $51.1M 0.07% -19K -3.5% $96.12 -50.7%
225 TFC TRUIST FINL CORP Financial Services 1,014,042.0 $50.5M 0.07% +25K +2.5% $49.82 +5.2%
226 PSNL PERSONALIS INC Healthcare 3,747,290.0 $50.2M 0.07% +259K +7.4% $13.40 +3.8%
227 SNOW SNOWFLAKE INC Technology 196,622.0 $50.0M 0.07% +37K +22.9% $254.50 +27.8%
228 GWW WW GRAINGER INC Industrials 36,499.0 $49.7M 0.07% -10K -21.0% $1360.40 -3.4%
229 NET CLOUDFLARE INC Technology 201,848.0 $49.5M 0.07% +21K +11.7% $245.28 +22.9%
230 AVB AVALONBAY CMNTYS INC Real Estate 260,839.0 $49.2M 0.07% +66K +34.1% $188.69 -2.5%
231 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,031,536.0 $49.2M 0.07% -160K -13.4% $47.68 -2.6%
232 LHX L3HARRIS TECHNOLOGIES INC Industrials 169,049.0 $49.1M 0.07% +8K +5.1% $290.59 -3.8%
233 WBD WARNER BROS DISCOVERY INC Communication Services 1,828,066.0 $48.7M 0.07% +22K +1.2% $26.66 +6.8%
234 HCA HCA HEALTHCARE INC Healthcare 124,699.0 $48.6M 0.07% -11K -8.1% $389.89 +5.6%
235 UPS UNITED PARCEL SVCS INC Industrials 450,925.0 $48.5M 0.07% -41K -8.3% $107.50 -5.2%
236 IDXX IDEXX LABS INC Healthcare 91,286.0 $48.1M 0.07% -2K -2.2% $526.44 +5.1%
237 ABNB AIRBNB INC Consumer Cyclical 335,750.0 $48.0M 0.07% $143.10 +28.1%
238 CAH CARDINAL HEALTH INC Healthcare 200,653.0 $47.7M 0.07% -38K -16.1% $237.56 -1.1%
239 FE FIRSTENERGY CORP Utilities 997,527.0 $47.4M 0.07% -87K -8.0% $47.54 -0.6%
240 XYL XYLEM INC Industrials 399,066.0 $47.2M 0.07% +32K +8.7% $118.21 -3.6%
Page 12 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%