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CIK: 0001770632
Total reported value
$6.6B
$6.6B
124 檔
22.1%
In Q1 2025, Quilter Plc's U.S. equity holdings reached a combined market value of $6.6B, distributed across 124 disclosed stock positions.
In Q1 2025, Quilter Plc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, V) accounted for 22.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.12% | -1.08% | +1.47% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.64% | -0.07% | +1.07% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.58% | -0.03% | -1.57% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.49% | -0.05% | +6.36% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.71% | +0.81% | +19.60% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.69% | -0.06% | -1.50% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | +0.75% | -12.38% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 2.84% | -1.01% | +1.99% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.83% | +1.97% | +16.06% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.73% | -1.34% | -54.20% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.51% | -0.11% | +9.99% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.48% | -0.14% | +2.05% | |
| 13 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.30% | -0.50% | -3.06% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.24% | -0.57% | +2.83% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.20% | -0.20% | +5.63% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 2.20% | -1.47% | +5.78% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.15% | — | +5.32% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 2.08% | +3.51% | +3.51% | |
| 19 | ARES | Ares Management CORP - A | Stock-Financials | 1.97% | -0.31% | +3.91% | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.89% | +0.45% | +5.86% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.82% | — | +4.01% | |
| 22 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.66% | -0.97% | +9.82% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.63% | +0.02% | +15.67% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.51% | -0.27% | +9.28% | |
| 25 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.50% | -0.13% | +19.92% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.45% | -0.47% | -3.22% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 1.38% | -0.13% | +29.90% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 1.35% | +0.11% | +1.96% | |
| 29 | EQIX | Equinix Inc | Stock-Real Estate | 1.33% | -0.20% | +10.15% | |
| 30 | MKL | Markel Group Inc | Stock-Financials | 1.31% | +0.05% | +1.86% | |
| 31 | ZTS | Zoetis Inc | Stock-Healthcare | 1.29% | -1.00% | +6.26% | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.27% | -0.05% | -27.53% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.12% | +3.69% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.04% | +42.83% | |
| 35 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.08% | -0.04% | +9.87% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.81% | -0.11% | -6.98% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | -0.03% | -3.08% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | -0.07% | -10.36% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.59% | -0.02% | +17.30% | |
| 40 | AWK | American Water Works Co Inc | Stock-Utilities | 0.57% | -0.06% | -7.69% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.47% | -0.02% | -10.29% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.46% | -0.06% | -9.06% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.37% | -0.05% | -25.68% | |
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.36% | -0.02% | -7.05% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.05% | +4.07% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.34% | -1.37% | EXIT | |
| 47 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.34% | -0.05% | -8.11% | |
| 48 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 0.32% | — | -17.45% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.31% | +0.94% | -1.78% | |
| 50 | WAT | Waters CORP | Stock-Healthcare | 0.31% | +0.02% | -17.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | NFLX | Netflix Inc | — | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 13 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 14 | KO | Coca-cola Co/the | — | NEW | New buy |
| 15 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 16 | INTU | Intuit Inc | — | NEW | New buy |
| 17 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 19 | ARES | Ares Management CORP - A | — | NEW | New buy |
| 20 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 21 | EMR | Emerson Electric Co | — | NEW | New buy |
| 22 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 23 | URI | United Rentals Inc | — | NEW | New buy |
| 24 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 25 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 26 | CVX | Chevron CORP | — | NEW | New buy |
| 27 | SPGI | S&p Global Inc | — | NEW | New buy |
| 28 | BAC | Bank Of America CORP | — | NEW | New buy |
| 29 | EQIX | Equinix Inc | — | NEW | New buy |
| 30 | MKL | Markel Group Inc | — | NEW | New buy |
| 31 | ZTS | Zoetis Inc | — | NEW | New buy |
| 32 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 33 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 34 | CRM | Salesforce Inc | — | NEW | New buy |
| 35 | MAR | Marriott International -cl A | — | NEW | New buy |
| 36 | PFE | Pfizer Inc | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | SYK | Stryker CORP | — | NEW | New buy |
| 39 | AXP | American Express Co | — | NEW | New buy |
| 40 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 41 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 42 | XYL | Xylem Inc | — | NEW | New buy |
| 43 | WM | Waste Management Inc | — | NEW | New buy |
| 44 | ECL | Ecolab Inc | — | NEW | New buy |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 46 | HON | Honeywell International Inc | — | NEW | New buy |
| 47 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 48 | SBS | Cia Saneamento Basico De-adr | — | NEW | New buy |
| 49 | MU | Micron Technology Inc | — | NEW | New buy |
| 50 | WAT | Waters CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Quilter Plc reported a total U.S. public equity portfolio value of $6.6B across 124 disclosed positions in Q1 2025.
During Q1 2025, Quilter Plc's top holdings by market value included MSFT (8.1%)、AMZN (6.6%)、V (5.6%). The largest single position, MSFT, represented 8.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
MSFT
市值: $390.8M
In Q1 2025, Quilter Plc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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