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Quilter Plc

SEC CIK
0001770632
Latest filing
Jul 24, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 21, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
129
+3 vs. Q3 2025
Portfolio value
$5.96B
+$132.9M (+2.3%) vs. Q3 2025
Filed
Jan 21, 2026
SEC
Holdings of Quilter Plc in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock1,079,909$522.3M8.8%+14,067+1.3%AddedHistory
NVDANVIDIA CorpStock2,141,390$399.4M6.7%−26,923−1.2%ReducedHistory
AMZNAmazon Com IncStock1,656,903$382.4M6.4%−5,323−0.3%ReducedHistory
AAPLApple Inc.Stock1,201,257$326.6M5.5%−57,842−4.6%ReducedHistory
GOOGLAlphabet Inc.Stock971,189$304.0M5.1%+79,917+9.0%AddedHistory
VVisa Inc.Stock802,495$281.4M4.7%+5,297+0.7%AddedHistory
JPMJPMorgan Chase & CoStock704,389$227.0M3.8%−10,195−1.4%ReducedHistory
AMDAdvanced Micro Devices IncStock827,599$177.2M3.0%−160,753−16.3%ReducedHistory
PANWPalo Alto Networks IncStock938,272$172.8M2.9%+40,299+4.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR566,259$172.1M2.9%−36,763−6.1%ReducedHistory
METAMeta Platforms, Inc.Stock251,297$165.9M2.8%+3,188+1.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock279,531$162.0M2.7%+745+0.3%AddedHistory
ROKRockwell Automation, IncStock355,804$138.4M2.3%+2,475+0.7%AddedHistory
NFLXNetflix IncStock1,343,838$126.0M2.1%−76,332−5.4%ReducedConverted for a 10-for-1 splitHistory
MRKMerck & Co., Inc.Stock1,191,309$125.4M2.1%+8,471+0.7%AddedHistory
BRK.BBerkshire Hathaway IncStock239,074$120.2M2.0%−25,756−9.7%ReducedHistory
INTUIntuit Inc.Stock179,556$118.9M2.0%+930+0.5%AddedHistory
ARESAres Management CorpCL A COM STK704,069$113.8M1.9%+37,366+5.6%AddedHistory
EMREmerson Electric CoStock804,338$106.8M1.8%+10,740+1.4%AddedHistory
KOCoca Cola CoStock1,420,145$99.3M1.7%−238,324−14.4%ReducedHistory
TMUST-Mobile US, Inc.Stock465,838$94.6M1.6%+33,813+7.8%AddedHistory
EQIXEquinix IncCOM115,050$88.1M1.5%+5,303+4.8%AddedHistory
SPGIS&P Global Inc.Stock164,867$86.2M1.4%+8,839+5.7%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock456,857$84.8M1.4%+51,478+12.7%AddedHistory
BACBank of America CorpStock1,516,556$83.4M1.4%−28,733−1.9%ReducedHistory
URIUnited Rentals, Inc.COM102,770$83.2M1.4%−3,241−3.1%ReducedHistory
MKLMarkel Group Inc.COM36,322$78.1M1.3%−66−0.2%ReducedHistory
MARMarriott International IncStock245,886$76.3M1.3%+11,911+5.1%AddedHistory
XOMExxonMobil Holdings CorpCOM619,086$74.5M1.3%+3,801+0.6%AddedHistory
NEENextera Energy IncStock888,695$71.3M1.2%+21,045+2.4%AddedHistory
AVGOBroadcom Inc.Stock196,091$67.9M1.1%+32,041+19.5%AddedHistory
CPCanadian Pacific Kansas City LtdCOM915,756$67.4M1.1%+8,786+1.0%AddedHistory
CVXChevron CorpStock441,946$67.4M1.1%+23,781+5.7%AddedHistory
ZTSZoetis Inc.Stock487,241$61.3M1.0%+48,282+11.0%AddedHistory
MDLZMondelez International, Inc.Stock1,037,939$55.9M0.9%−156,562−13.1%ReducedHistory
UNPUnion Pacific CorpStock152,033$35.2M0.6%−7,951−5.0%ReducedHistory
HONHoneywell International IncCOM174,110$34.0M0.6%+102,611+143.5%AddedHistory
SYKStryker CorpStock94,248$33.1M0.6%−3,731−3.8%ReducedHistory
AXPAmerican Express CoStock85,081$31.5M0.5%−15,262−15.2%ReducedHistory
MUMicron Technology IncStock103,530$29.5M0.5%−24,970−19.4%ReducedHistory
GOOGAlphabet Inc.Stock84,171$26.4M0.4%−5,413−6.0%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock183,554$24.0M0.4%+9,707+5.6%AddedHistory
CATCaterpillar IncStock38,358$22.0M0.4%−327−0.8%ReducedHistory
LLYEli Lilly & CoStock19,443$20.9M0.4%+819+4.4%AddedHistory
XYLXylem Inc.COM148,385$20.2M0.3%−18,808−11.2%ReducedHistory
DGDollar General CorpCOM148,866$19.8M0.3%+138,551+1,343.2%AddedHistory
PFEPfizer IncStock783,815$19.5M0.3%−54,878−6.5%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW81,986$18.3M0.3%−10,633−11.5%ReducedHistory
WMWaste Management IncStock74,418$16.4M0.3%+589+0.8%AddedHistory
ECLEcolab Inc.Stock57,453$15.1M0.3%−418−0.7%ReducedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR629,154$15.0M0.3%−73,574−10.5%ReducedHistory
WATWaters CorpCOM34,342$13.0M0.2%−8,978−20.7%ReducedHistory
CRMSalesforce, Inc.Stock41,255$10.9M0.2%−35,912−46.5%ReducedHistory
DHRDanaher CorpStock46,097$10.6M0.2%+480+1.1%AddedHistory
PMPhilip Morris International Inc.Stock59,958$9.62M0.2%−1,214−2.0%ReducedHistory
DISWalt Disney CoStock79,667$9.06M0.2%−10,276−11.4%ReducedHistory
TSLATesla, Inc.Stock19,739$8.88M0.1%−2,146−9.8%ReducedHistory
HDHome Depot, Inc.Stock24,320$8.37M0.1%−438−1.8%ReducedHistory
RSGRepublic Services, Inc.COM38,943$8.25M0.1%+455+1.2%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR236,134$7.80M0.1%−203,579−46.3%ReducedHistory
WTSWatts Water Technologies IncCL A24,609$6.79M0.1%−410−1.6%ReducedHistory
ESSEssex Property Trust, Inc.COM25,314$6.62M0.1%+16,515+187.7%AddedHistory
NKENIKE, Inc.Stock88,029$5.61M0.1%−11,784−11.8%ReducedHistory
ADBEAdobe Inc.Stock15,802$5.53M0.1%−1,162−6.8%ReducedHistory
GEGeneral Electric CoStock14,656$4.51M0.1%−2,852−16.3%ReducedHistory
RYRoyal Bank of CanadaStock26,337$4.49M0.1%−75−0.3%ReducedHistory
AYIAcuity Inc. (DE)Stock11,400$4.10M0.1%−2,185−16.1%ReducedHistory
BABAAlibaba Group Holding LtdADR27,901$4.09M0.1%−11,757−29.6%ReducedHistory
AIGAmerican International Group, Inc.Stock42,805$3.66M0.1%−2,826−6.2%ReducedHistory
GILDGilead Sciences, Inc.Stock29,151$3.58M0.1%−3,165−9.8%ReducedHistory
PGProcter & Gamble CoStock23,466$3.36M0.1%+74+0.3%AddedHistory
CLColgate Palmolive CoStock38,989$3.08M0.1%+2,118+5.7%AddedHistory
IPInternational Paper CoCOM70,487$2.78M<0.1%−11,013−13.5%ReducedHistory
WMTWalmart Inc.Stock23,173$2.58M<0.1%−360−1.5%ReducedHistory
MCDMcDonalds CorpStock7,077$2.16M<0.1%−6−0.1%ReducedHistory
GSGoldman Sachs Group IncStock2,428$2.13M<0.1%+32+1.3%AddedHistory
SLBSLB LimitedStock54,747$2.10M<0.1%+110+0.2%AddedHistory
RTXRTX CorpStock9,847$1.81M<0.1%−10.0%ReducedHistory
VZVerizon Communications IncStock40,896$1.67M<0.1%−453−1.1%ReducedHistory
DEDeere & CoStock3,575$1.66M<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock30,652$1.65M<0.1%−11,025−26.5%ReducedHistory
VMCVulcan Materials COCOM5,734$1.64M<0.1%−526−8.4%ReducedHistory
PEPPepsiCo IncStock11,228$1.61M<0.1%−1,170−9.4%ReducedHistory
COPConocoPhillipsStock16,604$1.55M<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM6,020$1.51M<0.1%−600−9.1%ReducedHistory
WFCWells Fargo & CompanyStock14,978$1.40M<0.1%+55+0.4%AddedHistory
MOAltria Group, Inc.Stock22,018$1.27M<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN25,598$1.17M<0.1%−10,000−28.1%ReducedHistory
AMGNAmgen IncStock3,550$1.16M<0.1%−18−0.5%ReducedHistory
ABBVAbbVie Inc.Stock5,064$1.16M<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock11,399$1.13M<0.1%00.0%UnchangedHistory
LLoews CorpCOM10,230$1.08M<0.1%00.0%UnchangedHistory
EAElectronic Arts Inc.COM5,183$1.06M<0.1%−158−3.0%ReducedHistory
KVUEKenvue Inc.Stock57,267$987.9K<0.1%+2,234+4.1%AddedHistory
TDToronto Dominion BankStock10,425$982.6K<0.1%−800−7.1%ReducedHistory
FCXFreeport-McMoran IncStock18,799$954.8K<0.1%+250+1.3%AddedHistory
LYVLive Nation Entertainment, Inc.COM6,250$890.6K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock4,959$880.4K<0.1%00.0%UnchangedHistory
IVZInvesco Ltd.Stock32,245$847.1K<0.1%00.0%UnchangedHistory
SHOPShopify Inc.Stock4,962$798.7K<0.1%−338−6.4%ReducedHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Quilter Plc sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
UBERUber Technologies, IncStock2,150$210.6K<0.1%History
INTCIntel CorpStock5,964$200.1K<0.1%History
PSLVSprott Physical Silver TrustPHYSICAL SILVER3,400$53.4K<0.1%History