Skip to main content

Premier Fund Managers Ltd

SEC CIK
0001673907
Latest filing
Jul 22, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
168
−10 vs. Q1 2025
Portfolio value
$2.74B
+$65.8M (+2.5%) vs. Q1 2025
Filed
Aug 11, 2025
SEC
Holdings of Premier Fund Managers Ltd in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
VVisa Inc.Stock294,744$102.8M3.7%−7,739−2.6%ReducedHistory
SCIService Corp InternationalCOM1,067,423$87.2M3.2%−62,704−5.5%ReducedHistory
SCHWSchwab Charles CorpStock903,915$81.3M3.0%+3,553+0.4%AddedHistory
RJFRaymond James Financial IncCOM528,300$80.9M3.0%+2,087+0.4%AddedHistory
IDXXIDEXX Laboratories IncCOM146,128$77.6M2.8%+115,351+374.8%AddedHistory
CBRECbre Group, Inc.CL A502,121$70.0M2.6%−78,114−13.5%ReducedHistory
LYVLive Nation Entertainment, Inc.COM460,866$69.1M2.5%−39,334−7.9%ReducedHistory
MARMarriott International IncStock251,072$68.7M2.5%+972+0.4%AddedHistory
KNSLKinsale Capital Group, Inc.Stock144,527$68.3M2.5%−2,129−1.5%ReducedHistory
ROLRollins IncCOM1,203,509$67.6M2.5%−197,059−14.1%ReducedHistory
HQYHealthequity, Inc.COM612,927$64.3M2.3%+202,935+49.5%AddedHistory
CMGChipotle Mexican Grill IncCOM1,155,005$63.6M2.3%+4,542+0.4%AddedHistory
VMCVulcan Materials COCOM241,022$63.2M2.3%+926+0.4%AddedHistory
MORNMorningstar, Inc.COM200,807$62.9M2.3%+30,739+18.1%AddedHistory
WCNWaste Connections, Inc.COM332,418$61.8M2.3%+1,330+0.4%AddedHistory
GPKGraphic Packaging Holding CoCOM2,834,795$59.5M2.2%−587,112−17.2%ReducedHistory
MANHManhattan Associates IncStock301,315$59.5M2.2%+1,193+0.4%AddedHistory
TYLTyler Technologies IncCOM100,338$58.3M2.1%+100,338NewHistory
CBZCBIZ, Inc.COM818,514$58.2M2.1%+7,515+0.9%AddedHistory
CPAYCorpay, Inc.COM SHS170,575$55.8M2.0%+170,575NewHistory
STESTERIS plcSHS USD230,963$55.1M2.0%+873+0.4%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM441,886$54.0M2.0%+41,723+10.4%AddedHistory
UNPUnion Pacific CorpStock231,263$53.5M2.0%−1,427−0.6%ReducedHistory
IEXIdex CorpCOM301,315$53.1M1.9%+1,193+0.4%AddedHistory
WTFCWintrust Financial CorpCOM404,122$49.9M1.8%−1,648−0.4%ReducedHistory
FULFuller H B CoStock808,166$49.8M1.8%+3,116+0.4%AddedHistory
TTEKTetra Tech IncCOM1,305,662$46.5M1.7%+305,259+30.5%AddedHistory
LOWLowes Companies IncStock200,839$44.9M1.6%−39,256−16.4%ReducedHistory
WSOWatsco IncCOM100,369$43.8M1.6%+334+0.3%AddedHistory
DSGXDescartes Systems Group IncCOM409,513$41.6M1.5%+1,600+0.4%AddedHistory
AJGArthur J. Gallagher & Co.COM130,544$41.5M1.5%+493+0.4%AddedHistory
SITESiteOne Landscape Supply, Inc.COM343,185$41.3M1.5%+1,330+0.4%AddedHistory
IQVIQVIA Holdings Inc.Stock251,065$39.5M1.4%+966+0.4%AddedHistory
MSFTMicrosoft CorpStock73,383$36.4M1.3%+8,615+13.3%AddedHistory
PBProsperity Bancshares IncCOM502,201$35.2M1.3%+1,997+0.4%AddedHistory
JBHTHunt J B Transport Services IncCOM231,046$33.6M1.2%−99,158−30.0%ReducedHistory
VERXVertex, Inc.Stock923,919$31.9M1.2%+203,846+28.3%AddedHistory
METAMeta Platforms, Inc.Stock41,007$30.1M1.1%+9,192+28.9%AddedHistory
AVGOBroadcom Inc.Stock106,041$28.6M1.0%+45,328+74.7%AddedHistory
ICFIICF International, Inc.Stock328,193$27.7M1.0%−926−0.3%ReducedHistory
JPMJPMorgan Chase & CoStock91,054$26.1M1.0%+340+0.4%AddedHistory
POOLPool CorpCOM80,335$23.5M0.9%−39,714−33.1%ReducedHistory
HCAHCA Healthcare, Inc.COM60,261$22.8M0.8%−59,788−49.8%ReducedHistory
MAMastercard IncStock41,276$22.8M0.8%−1,000−2.4%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM256,214$20.1M0.7%−11,402−4.3%ReducedHistory
CDNSCadence Design Systems IncStock60,454$18.4M0.7%−3,244−5.1%ReducedHistory
LINLinde PLCStock38,399$17.8M0.6%−9,356−19.6%ReducedHistory
ROPRoper Technologies IncStock28,000$15.8M0.6%+28,000NewHistory
MELIMercadolibre IncCOM5,856$15.0M0.5%+1,432+32.4%AddedHistory
DXCMDexcom IncCOM158,498$13.7M0.5%+158,498NewHistory
ENBEnbridge IncStock304,800$13.7M0.5%−24,000−7.3%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock246,000$13.3M0.5%+246,000NewHistory
SESea LtdSPONSORD ADS81,000$12.9M0.5%+81,000NewHistory
AONAon plcCL A34,228$12.1M0.4%+3,000+9.6%AddedHistory
ICEIntercontinental Exchange, Inc.Stock66,064$12.0M0.4%+10,170+18.2%AddedHistory
SNPSSynopsys IncCOM23,656$11.9M0.4%−3,374−12.5%ReducedHistory
NFLXNetflix IncStock8,470$11.2M0.4%−1,350−13.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW20,532$11.0M0.4%+20,532NewHistory
SYKStryker CorpStock25,766$10.1M0.4%−4,100−13.7%ReducedHistory
TRPTC Energy CorpCOM200,000$9.79M0.4%−46,000−18.7%ReducedHistory
CLColgate Palmolive CoStock109,538$9.72M0.4%+31,500+40.4%AddedHistory
BSXBoston Scientific CorpStock89,750$9.56M0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock32,760$9.49M0.3%−4,000−10.9%ReducedHistory
ZTSZoetis Inc.Stock59,858$9.35M0.3%+4,900+8.9%AddedHistory
GDGeneral Dynamics CorpStock31,000$9.01M0.3%+31,000NewHistory
GEGeneral Electric CoStock34,800$8.86M0.3%−11,150−24.3%ReducedHistory
NETCloudflare, Inc.CL A COM43,600$8.46M0.3%+43,600NewHistory
MOAltria Group, Inc.Stock136,100$7.99M0.3%−5,900−4.2%ReducedHistory
DEDeere & CoStock15,500$7.95M0.3%−14,490−48.3%ReducedHistory
MMM3M CoStock51,140$7.77M0.3%−12,410−19.5%ReducedHistory
CSCOCisco Systems, Inc.Stock109,990$7.55M0.3%00.0%UnchangedHistory
NUNu Holdings Ltd.ORD SHS CL A521,500$6.91M0.3%+521,500NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR30,000$6.86M0.3%+28,823+2,448.9%AddedHistory
SHOPShopify Inc.Stock40,000$4.55M0.2%+40,000NewHistory
KMIKinder Morgan, Inc.Stock135,000$3.91M0.1%+5,000+3.8%AddedHistory
AMTAmerican Tower CorpREIT17,159$3.74M0.1%−81,383−82.6%ReducedHistory
BABAAlibaba Group Holding LtdADR31,000$3.53M0.1%−27,200−46.7%ReducedHistory
WECWec Energy Group, Inc.Stock33,000$3.40M0.1%+3,000+10.0%AddedHistory
Clearway Energy, Inc.18539C105CL A110,000$3.33M0.1%00.0%Unchanged–
DUKDuke Energy CORPStock28,000$3.27M0.1%+500+1.8%AddedHistory
NINisource Inc.COM80,000$3.20M0.1%−10,000−11.1%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK26,000$2.83M0.1%−4,000−13.3%ReducedHistory
STWDStarwood Property Trust, Inc.COM115,000$2.35M0.1%+30,000+35.3%AddedHistory
VSTVistra Corp.Stock12,000$2.34M0.1%−500−4.0%ReducedHistory
CEGConstellation Energy CorpStock7,000$2.24M0.1%−1,000−12.5%ReducedHistory
ETREntergy CorpCOM27,000$2.23M0.1%00.0%UnchangedHistory
KOCoca Cola CoStock26,871$1.89M0.1%−58,361−68.5%ReducedHistory
PEGPublic Service Enterprise Group IncCOM20,000$1.67M0.1%−17,500−46.7%ReducedHistory
TAT&T Inc.Stock58,000$1.63M0.1%−285,000−83.1%ReducedHistory
VRRMVerra Mobility CorpCL A COM STK54,921$1.40M0.1%+4,769+9.5%AddedHistory
HDHome Depot, Inc.Stock3,712$1.37M<0.1%−24,351−86.8%ReducedHistory
PLMRPalomar Holdings, Inc.Stock8,839$1.35M<0.1%−7,665−46.4%ReducedHistory
KEXKirby CorpCOM11,458$1.32M<0.1%−4,673−29.0%ReducedHistory
STVNStevanato Group S.p.A.ORD SHS53,502$1.32M<0.1%+18,551+53.1%AddedHistory
METMetlife IncStock16,011$1.29M<0.1%+900+6.0%AddedHistory
NEENextera Energy IncStock18,000$1.28M<0.1%00.0%UnchangedHistory
ESEEsco Technologies IncCOM6,325$1.23M<0.1%−633−9.1%ReducedHistory
CRSCarpenter Technology CorpCOM4,428$1.22M<0.1%−2,390−35.1%ReducedHistory
SRESempraStock16,000$1.21M<0.1%+6,000+60.0%AddedHistory
PLNTPlanet Fitness, Inc.CL A10,947$1.19M<0.1%−3,946−26.5%ReducedHistory

Sold out since Q1 2025 (27)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Premier Fund Managers Ltd sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
UNHUnitedHealth Group IncStock120,049$61.9M2.3%History
CRLCharles River Laboratories International, Inc.COM250,099$38.9M1.5%History
URIUnited Rentals, Inc.COM26,640$16.7M0.6%History
IBPInstalled Building Products, Inc.COM86,042$14.7M0.5%History
EWEdwards Lifesciences CorpStock170,005$12.1M0.5%History
BMYBristol Myers Squibb CoStock159,200$9.55M0.4%History
BKNGBooking Holdings Inc.Stock1,895$8.79M0.3%History
ABTAbbott LaboratoriesStock65,000$8.50M0.3%History
OKEONEOK IncCOM85,750$8.44M0.3%History
RTXRTX CorpStock61,500$8.10M0.3%History
JDJD.com, Inc.SPON ADS CL A177,600$7.38M0.3%History
MSMorgan StanleyStock60,400$6.96M0.3%History
TCOMTrip.com Group LtdADS93,300$5.85M0.2%History
AITApplied Industrial Technologies IncCOM23,840$5.38M0.2%History
MLIMueller Industries IncCOM69,850$5.35M0.2%History
FSLRFirst Solar, Inc.Stock21,215$2.70M0.1%History
ASTHAstrana Health, Inc.COM NEW27,243$833.0K<0.1%History
SOBOSouth Bow CorpCOM30,000$781.0K<0.1%History
ADUSAddus HomeCare CorpCOM7,457$726.0K<0.1%History
PGProcter & Gamble CoStock3,600$605.0K<0.1%History
PNTGPennant Group, Inc.COM21,751$535.0K<0.1%History
TNCTennant CoCOM4,961$401.0K<0.1%History
AAONAaon, Inc.COM PAR $0.0044,082$319.0K<0.1%History
WDFCWD 40 CoCOM993$240.0K<0.1%History
GLOBGlobant S.A.COM1,809$214.0K<0.1%History
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS2,088$197.0K<0.1%History
LAURLaureate Education, Inc.COMMON STOCK6,256$128.0K<0.1%History