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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 4 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABORATORIES Healthcare 2,183,521.0 $198.1M 0.28% +140K +6.9% $90.74 +21.6%
62 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 202,864.0 $195.8M 0.28% +19K +10.1% $965.00 +3.1%
63 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,222,190.0 $185.7M 0.26% -200K -5.8% $57.62 +12.2%
64 DE DEERE & CO Industrials 286,066.0 $181.5M 0.26% +9K +3.4% $634.33 -5.4%
65 CVS CVS HEALTH CORP Healthcare 1,739,609.0 $180.0M 0.25% +125K +7.8% $103.45 -9.1%
66 TT TRANE TECHNOLOGIES PLC Industrials 362,954.0 $178.3M 0.25% -56K -13.3% $491.16 -3.2%
67 AMGN AMGEN INC Healthcare 489,514.0 $177.3M 0.25% -45K -8.4% $362.12 +15.8%
68 LOW LOWES COS INC Consumer Cyclical 798,902.0 $176.1M 0.25% -57K -6.7% $220.49 -2.1%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 1,449,207.0 $169.1M 0.24% +177K +13.9% $116.67 +47.9%
70 ISRG INTUITIVE SURGICAL INC Healthcare 423,324.0 $168.3M 0.24% +19K +4.8% $397.68 -1.8%
71 GLW CORNING INC Technology 650,549.0 $166.2M 0.23% +92K +16.4% $255.43 -32.2%
72 DLR DIGITAL RLTY TR INC Real Estate 915,003.0 $164.3M 0.23% +19K +2.1% $179.58 +10.2%
73 WDC WESTERN DIGITAL CORP Technology 251,485.0 $160.6M 0.23% -11K -4.1% $638.72 -16.1%
74 QCOM QUALCOMM INC Technology 841,762.0 $155.5M 0.22% -18K -2.0% $184.79 -12.2%
75 SPGI S&P GLOBAL INC Financial Services 379,914.0 $154.7M 0.22% -6K -1.5% $407.26 +0.8%
76 SPG SIMON PPTY GROUP INC NEW Real Estate 684,249.0 $153.0M 0.21% +12K +1.8% $223.65 -0.9%
77 SCHW SCHWAB CHARLES CORP Financial Services 1,643,886.0 $151.7M 0.21% +201K +13.9% $92.27 +19.8%
78 DELL DELL TECHNOLOGIES INC Technology 350,778.0 $151.3M 0.21% +42K +13.5% $431.46 +11.2%
79 PEP PEPSICO INC Consumer Defensive 1,105,492.0 $149.7M 0.21% -99K -8.2% $135.40 +2.1%
80 MCD MCDONALDS CORP Consumer Cyclical 551,642.0 $149.1M 0.21% +15K +2.8% $270.31 -1.8%
Page 4 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%