BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

M&G PLC

· CIK 0001802539
13F Portfolio $19.4B AUM 424 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 133 Added 128 Reduced 52 Exited
Page 13 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RVMD REVOLUTION MEDICINES INC Healthcare 74,733.0 $7.2M 0.04% -14K -16.0% $97.00 +55.0%
242 BXSL BLACKSTONE SECD LENDING FD Financial Services 300,000.0 $7.2M 0.04% $24.00 -1.9%
243 LLY ELI LILLY & CO Healthcare 7,792.0 $7.2M 0.04% $920.00 +13.2%
244 GM GENERAL MTRS CO Consumer Cyclical 95,239.0 $7.1M 0.04% -38K -28.5% $75.00 +2.9%
245 DOCS DOXIMITY INC Healthcare 307,950.0 $7.1M 0.04% +6K +2.0% $23.00 -15.7%
246 BUR BURFORD CAPITAL LIMITED Financial Services 1,653,449.0 $7.0M 0.04% +468K +39.5% $4.26 +10.3%
247 ENR ENERGIZER HLDGS INC Industrials 422,522.0 $6.8M 0.04% +81K +23.6% $16.00 +8.1%
248 NICE NICE LTD Technology 61,337.0 $6.7M 0.04% $110.00 -13.3%
249 CAT CATERPILLAR INC Industrials 9,444.0 $6.7M 0.04% $708.00 +22.3%
250 PLD PROLOGIS INC. Real Estate 50,533.0 $6.7M 0.03% -2K -3.6% $132.00 +9.6%
251 STLD STEEL DYNAMICS INC Basic Materials 36,611.0 $6.6M 0.03% -5K -11.1% $180.00 +26.8%
252 VSH VISHAY INTERTECHNOLOGY INC Technology 364,586.0 $6.6M 0.03% -38K -9.5% $18.00 +123.1%
253 TRAVERE THERAPEUTICS INC 5,131,000.0 $6.5M 0.03% $1.27
254 DVN DEVON ENERGY CORP NEW Energy 130,235.0 $6.5M 0.03% -12K -8.4% $50.00 -5.8%
255 ROK ROCKWELL AUTOMATION INC Industrials 18,014.0 $6.5M 0.03% -160.0 -0.9% $359.00 +21.5%
256 IMMUNOCORE HLDGS PLC 7,219,000.0 $6.4M 0.03% $0.89
257 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 103,143.0 $6.3M 0.03% NEW $61.00 -14.2%
258 OGN ORGANON & CO Healthcare 1,003,250.0 $6.0M 0.03% +11K +1.1% $6.00 +123.7%
259 BB BLACKBERRY LTD Technology 1,983,230.0 $5.9M 0.03% NEW $3.00 +121.7%
260 AMAT APPLIED MATLS INC Technology 17,265.0 $5.9M 0.03% $342.00 +25.0%
Page 13 of 19  ·  380 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 23.2%
Healthcare 18.3%
Financial Services 12.7%
Consumer Cyclical 11.4%
Communication Services 7.1%
Basic Materials 6.7%
Industrials 6.1%
Utilities 5.0%
Real Estate 3.5%
Energy 3.4%