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Portfolio (Quarterly) Guide ↗

Ausbil Investment Management Ltd

· CIK 0001966036
13F Portfolio $176M AUM 68 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CIEN Ciena Corp Technology 1,408.0 $329K 0.19% NEW $233.87 +148.0%
62 XERS Xeris Biopharma Holdings Inc Healthcare 37,000.0 $290K 0.17% NEW $7.85 -19.4%
63 CLS Celestica Inc Technology 940.0 $278K 0.16% NEW $295.61 +20.8%
64 CTRE CareTrust REIT Inc Real Estate 5,584.0 $202K 0.12% NEW $36.16 +15.5%
65 CCS Century Communities Inc Consumer Cyclical 3,376.0 $200K 0.11% NEW $59.35 -7.9%
66 MTH Meritage Homes Corp Consumer Cyclical 2,938.0 $193K 0.11% NEW $65.80 +2.4%
67 REXR Rexford Industrial Realty Inc Real Estate 4,791.0 $186K 0.10% NEW $38.72 -5.5%
Page 4 of 4  ·  67 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
Utilities 39.8%
Industrials 22.1%
Energy 17.1%
Healthcare 6.8%
Real Estate 5.3%
Financial Services 4.3%
Basic Materials 2.8%
Technology 1.6%
Consumer Cyclical 0.3%