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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 20 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WSM WILLIAMS SONOMA INC Consumer Cyclical 108,884.0 $25.4M 0.04% -22K -16.9% $233.10 +4.0%
382 DCO DUCOMMUN INC DEL Industrials 136,529.0 $25.3M 0.04% -68K -33.2% $185.21 +8.1%
383 INVH INVITATION HOMES INC Real Estate 832,281.0 $25.1M 0.04% +222K +36.3% $30.21 -0.0%
384 TPL TEXAS PACIFIC LAND CORPORATI Energy 57,273.0 $25.1M 0.04% +9K +19.4% $437.64 -14.7%
385 EXPE EXPEDIA GROUP INC Consumer Cyclical 97,439.0 $24.9M 0.04% -2K -1.9% $255.88 +27.5%
386 MTH MERITAGE HOMES CORP Consumer Cyclical 296,900.0 $24.9M 0.04% -48K -13.8% $83.85 -11.5%
387 MTRN MATERION CORP Basic Materials 83,647.0 $24.9M 0.04% -81K -49.1% $297.39 -17.5%
388 SCCO SOUTHERN COPPER CORP Basic Materials 142,546.0 $24.8M 0.04% -33K -18.7% $174.26 +11.7%
389 CURB CURBLINE PPTYS CORP Real Estate 816,056.0 $24.8M 0.04% +71K +9.5% $30.40 -1.4%
390 FN FABRINET Technology 44,051.0 $24.8M 0.04% -27K -37.9% $562.08 -19.1%
391 WY WEYERHAEUSER CO Real Estate 1,032,157.0 $24.7M 0.04% +125K +13.8% $23.94 +2.8%
392 SMMT SUMMIT THERAPEUTICS INC Healthcare 1,693,626.0 $24.7M 0.04% +1.0M +154.5% $14.57 -10.0%
393 XENE XENON PHARMACEUTICALS INC Healthcare 408,736.0 $24.7M 0.04% -201K -33.0% $60.36 +3.2%
394 MGY MAGNOLIA OIL & GAS CORP Energy 958,945.0 $24.5M 0.03% +191K +24.9% $25.58 +7.5%
395 CBOE CBOE GLOBAL MKTS INC Financial Services 100,860.0 $24.5M 0.03% +4K +3.8% $242.67 +15.7%
396 CNC CENTENE CORP DEL Healthcare 380,785.0 $24.4M 0.03% -48K -11.1% $64.19 +0.8%
397 WDAY WORKDAY INC Technology 198,613.0 $24.3M 0.03% -24K -10.7% $122.42 +62.1%
398 DVN DEVON ENERGY CORP NEW Energy 586,609.0 $24.2M 0.03% +252K +75.4% $41.32 +16.6%
399 AZZ AZZ INC Industrials 155,273.0 $24.1M 0.03% -28K -15.4% $155.05 -7.4%
400 PSX PHILLIPS 66 Energy 141,926.0 $24.0M 0.03% +6K +4.6% $169.05 +43.3%
Page 20 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%