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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 45 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HII HUNTINGTON INGALLS INDS INC Industrials 1,965.0 $550K 0.00% -332.0 -14.4% $279.89 +11.4%
882 RVTY REVVITY INC Healthcare 4,889.0 $544K 0.00% -1K -17.3% $111.26 +7.4%
883 AAT AMERICAN ASSETS TR INC Real Estate 21,422.0 $529K 0.00% +3K +16.3% $24.69 -7.7%
884 XP XP INC Financial Services 32,336.0 $526K 0.00% -1K -3.3% $16.26 +1.7%
885 IVZ INVESCO LTD Financial Services 19,145.0 $505K 0.00% -3K -15.2% $26.39 +22.1%
886 UMH UMH PPTYS INC Real Estate 32,953.0 $499K 0.00% +5K +16.7% $15.14 +9.4%
887 SOLV SOLVENTUM CORP Healthcare 6,357.0 $490K 0.00% -12K -65.2% $77.15 +13.8%
888 TECH BIO-TECHNE CORP Healthcare 6,746.0 $477K 0.00% -1K -17.8% $70.65 +2.6%
889 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,426.0 $475K 0.00% NEW $333.33 -27.2%
890 BAX BAXTER INTL INC Healthcare 22,184.0 $473K 0.00% -5K -18.1% $21.32 +25.0%
891 PDM PIEDMONT REALTY TRUST INC Real Estate 51,005.0 $467K 0.00% +7K +16.7% $9.15 +4.7%
892 USAR USA RARE EARTH INC Basic Materials 20,363.0 $439K 0.00% NEW $21.58 -16.2%
893 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 211.0 $439K 0.00% -1K -86.1% $2080.79 +4.3%
894 DEA EASTERLY GOVT PPTYS INC Real Estate 17,419.0 $434K 0.00% +2K +16.7% $24.93 -2.1%
895 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,767.0 $427K 0.00% -4K -42.5% $89.48 -18.9%
896 HSAI HESAI GROUP Consumer Cyclical 23,344.0 $425K 0.00% -38K -61.8% $18.22 -2.5%
897 ENTG ENTEGRIS INC Technology 2,342.0 $421K 0.00% NEW $179.86 -19.8%
898 WCN WASTE CONNECTIONS INC Industrials 2,527.0 $421K 0.00% -300.0 -10.6% $166.69 +1.2%
899 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 19,631.0 $414K 0.00% -4K -17.3% $21.11 -17.9%
900 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,281.0 $401K 0.00% +1K +11.0% $38.96 +9.1%
Page 45 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%