Perpetual Ltd

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Perpetual Ltd maintained a portfolio of 476 distinct positions. They heavily accumulated shares in PHILIP MORRIS INTL I, increasing their position by 2.2%. Conversely, Perpetual Ltd completely exited their position in AERCAP HOLDINGS NV.
PCA Score Concentration Risk
Risk ENB
Total Positions
476
Quarter
2025 Q4
Top Holding
SRE (4.1%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 476
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SRE
SEMPRA
Utilities 4.10% 3.61% #1
Prev: #1
1.6 -26,227 -0.8%
P
S
3,208,880 $283,312,015 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 3.44% 3.24% #2
Prev: #2
1.4 -12,426 -2.5%
P
S
491,186 $237,547,374 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ATO
ATMOS ENERGY CO...
Utilities 3.39% 3.14% #3 1
Prev: #4
1.4 -85,031 -5.7%
P
S
1,398,334 $234,402,728 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PM
PHILIP MORRIS I...
Consumer Defensive 3.35% 2.85% #4 2
Prev: #6
3.3 31,184 2.2%
P
S
1,445,252 $231,818,421 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC
Basic Materials 3.13% 2.47% #5 6
Prev: #11
3.3 74,264 4.5%
P
S
1,733,992 $216,402,202 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICE
INTERCONTINENTA...
Financial Services 3.13% 2.67% #6 1
Prev: #7
3.3 57,698 4.5%
P
S
1,335,571 $216,309,080 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 3.00% 2.93% #7 2
Prev: #5
3.2 33,373 3.6%
P
S
963,249 $207,137,065 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CTVA
CORTEVA INC
Basic Materials 2.54% 0.00% #8 380
Prev: #388
3.3 2,612,459 78688.5%
P
S
2,615,779 $175,335,666 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSX
CSX CORP
Industrials 2.53% 1.77% #9 5
Prev: #14
3.1 807,328 20.1%
P
S
4,818,959 $174,687,264 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UNP
UNION PAC CORP
Industrials 2.40% 1.50% #10 11
Prev: #21
3.1 206,416 40.3%
P
S
718,637 $166,235,111 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 2.28% 2.52% #11 1
Prev: #10
1.0 -147,069 -35.1%
P
S
272,061 $157,645,746 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDW
CDW CORP
Technology 2.14% 3.15% #12 9
Prev: #3
1.0 -505,530 -31.7%
P
S
1,087,505 $148,118,181 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD
Consumer Cyclical 2.02% 2.62% #13 5
Prev: #8
0.8 -86,826 -7.3%
P
S
1,095,702 $139,778,704 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FCX
FREEPORT-MCMORA...
Basic Materials 1.87% 1.36% #14 8
Prev: #22
0.8 -236,919 -8.5%
P
S
2,551,350 $129,583,067 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 1.74% 0.32% #15 72
Prev: #87
3.0 508,212 370.8%
P
S
645,261 $120,341,177 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GXO
GXO LOGISTICS I...
Industrials 1.65% 1.78% #16 3
Prev: #13
0.7 -543,160 -20.0%
P
S
2,168,467 $114,148,103 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TIGO
MILLICOM INTL C...
Communication Services 1.64% 1.65% #17
Prev: #17
0.7 -682,897 -25.0%
P
S
2,049,074 $113,600,663 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EMR
EMERSON ELEC CO
Industrials 1.57% 1.71% #18 2
Prev: #16
0.7 -229,628 -21.9%
P
S
818,259 $108,599,334 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Technology 1.50% 0.81% #19 15
Prev: #34
2.7 107,713 45.9%
P
S
342,284 $104,016,685 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 1.50% 1.76% #20 5
Prev: #15
0.6 -23,824 -11.8%
P
S
178,857 $103,864,048 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
B
BARRICK MNG COR...
Basic Materials 1.50% 1.25% #21 2
Prev: #23
0.7 -690,939 -22.5%
P
S
2,377,746 $103,550,838 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CX
CEMEX SAB DE CV
Basic Materials 1.47% 1.03% #22 6
Prev: #28
0.6 -335,105 -3.6%
P
S
8,866,448 $101,875,487 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FERG
FERGUSON ENTERP...
Industrials 1.46% 1.64% #23 5
Prev: #18
0.7 -137,997 -23.4%
P
S
451,956 $100,618,965 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.41% 1.10% #24 2
Prev: #26
0.6 -55,135 -15.1%
P
S
310,458 $97,173,354 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITUB
ITAU UNIBANCO H...
Preferred 1.40% 1.18% #25
Prev: #25
2.6 511,081 3.9%
P
S
13,477,395 $96,498,148 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AER
AERCAP HOLDINGS...
Industrials 0.00% 1.95%
Sold All 😨
(Was: #12)
0.3 -1,295,143 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHKP
CHECK POINT SOF...
Technology 0.00% 1.22%
Sold All 😨
(Was: #24)
0.3 -475,614 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRGO
PERRIGO CO PLC
Healthcare 0.00% 0.87%
Sold All 😨
(Was: #32)
0.3 -3,149,878 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APTV
APTIV PLC
Consumer Cyclical 0.00% 0.50%
Sold All 😨
(Was: #47)
0.3 -463,568 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JBL
JABIL INC
Technology 0.00% 0.48%
Sold All 😨
(Was: #51)
0.3 -176,950 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CNH
CNH INDL N V
Industrials 0.00% 0.47%
Sold All 😨
(Was: #56)
0.3 -3,479,785 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NICE
NICE LTD
Technology 0.00% 0.46%
Sold All 😨
(Was: #62)
0.3 -256,614 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RDDT
REDDIT INC
Communication Services 0.00% 0.45%
Sold All 😨
(Was: #66)
0.3 -156,643 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CLVT
CLARIVATE PLC
Technology 0.00% 0.41%
Sold All 😨
(Was: #72)
0.3 -8,567,267 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QTWO
Q2 HLDGS INC
Technology 0.00% 0.40%
Sold All 😨
(Was: #73)
0.3 -450,450 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ADMA
ADMA BIOLOGICS ...
Healthcare 0.00% 0.39%
Sold All 😨
(Was: #76)
0.3 -2,119,291 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
Financial Services 0.00% 0.38%
Sold All 😨
(Was: #77)
0.3 -91,254 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LEN
LENNAR CORP
Consumer Cyclical 0.00% 0.35%
Sold All 😨
(Was: #81)
0.3 -222,130 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP
Technology 0.00% 0.28%
Sold All 😨
(Was: #90)
0.3 -154,875 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOMD
NOMAD FOODS LTD
Consumer Defensive 0.00% 0.19%
Sold All 😨
(Was: #107)
0.3 -1,181,555 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DAR
DARLING INGREDI...
Consumer Defensive 0.00% 0.19%
Sold All 😨
(Was: #109)
0.3 -493,766 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTM
WHITE MTNS INS ...
Financial Services 0.00% 0.17%
Sold All 😨
(Was: #117)
0.3 -8,127 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BUD
ANHEUSER BUSCH ...
Consumer Defensive 0.00% 0.14%
Sold All 😨
(Was: #126)
0.3 -195,368 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BPOP
POPULAR INC
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #130)
0.3 -81,408 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLNG
GOLAR LNG LTD
Energy 0.00% 0.12%
Sold All 😨
(Was: #132)
0.3 -248,320 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STNE
STONECO LTD
Technology 0.00% 0.09%
Sold All 😨
(Was: #140)
0.3 -368,619 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACGL
ARCH CAP GROUP ...
Financial Services 0.00% 0.08%
Sold All 😨
(Was: #141)
0.3 -74,892 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HLF
HERBALIFE LTD
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #147)
0.3 -659,705 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IGT
BRIGHTSTAR LOTT...
Unknown 0.00% 0.06%
Sold All 😨
(Was: #150)
0.3 -265,400 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVO
NOVO-NORDISK A ...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #156)
0.3 -64,816 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEEV
VEEVA SYS INC
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #157)
0.3 -11,593 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #194)
0.3 -9,557 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MPWR
MONOLITHIC PWR ...
Technology 0.00% 0.02%
Sold All 😨
(Was: #196)
0.3 -1,967 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
A
AGILENT TECHNOL...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #197)
0.3 -13,739 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UL
UNILEVER PLC
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #202)
0.3 -28,306 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #203)
0.3 -16,788 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITRI
ITRON INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #204)
0.3 -13,468 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PTC
PTC INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #207)
0.3 -8,033 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MASI
MASIMO CORP
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #212)
0.3 -10,648 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HASI
HA SUSTAINABLE ...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #220)
0.3 -45,337 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSA
MSA SAFETY INC
Industrials 0.00% 0.02%
Sold All 😨
(Was: #230)
0.3 -7,037 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SGML
SIGMA LITHIUM C...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #231)
0.3 -184,900 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #244)
0.3 -17,901 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EXE
EXPAND ENERGY C...
Energy 0.00% 0.01%
Sold All 😨
(Was: #247)
0.3 -9,784 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFYA
AFYA LTD
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #248)
0.3 -66,288 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #252)
0.3 -6,740 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #253)
0.3 -2,015 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WDAY
WORKDAY INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #257)
0.3 -4,027 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IRM
IRON MTN INC DE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #261)
0.3 -9,130 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MAC
MACERICH CO
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #269)
0.3 -46,223 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AUTL
AUTOLUS THERAPE...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #281)
0.3 -481,081 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRA
COTERRA ENERGY ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #294)
0.3 -29,707 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KRG
KITE RLTY GROUP...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #298)
0.3 -29,710 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JRVR
JAMES RIV GROUP...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #300)
0.3 -117,045 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GWRE
GUIDEWIRE SOFTW...
Technology 0.00% 0.01%
Sold All 😨
(Was: #302)
0.3 -2,761 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OKTA
OKTA INC
Technology 0.00% 0.01%
Sold All 😨
(Was: #312)
0.3 -6,500 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PECO
PHILLIPS EDISON...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #316)
0.3 -16,630 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NGD
NEW GOLD INC CD...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #322)
0.3 -74,250 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ENS
ENERSYS
Industrials 0.00% 0.01%
Sold All 😨
(Was: #330)
0.3 -4,581 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #338)
0.3 -3,517 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AIV
APARTMENT INVT ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #367)
0.3 -36,730 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWBC
EAST WEST BANCO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #369)
0.3 -2,639 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIS
FIDELITY NATL I...
Technology 0.00% 0.00%
Sold All 😨
(Was: #380)
0.3 -3,756 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORA
ORMAT TECHNOLOG...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #383)
0.3 -2,463 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BN
BROOKFIELD CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #384)
0.3 -3,375 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WAB
WABTEC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #386)
0.3 -1,130 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HLDG C...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #396)
0.3 -2,713 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WAT
WATERS CORP
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #398)
0.3 -669 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HR
HEALTHCARE RLTY...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #399)
0.3 -10,040 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TEF
TELEFONICA S A
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #400)
0.3 -10,393 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 476 holdings

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