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CIK: 0001770632
Total reported value
$6.6B
$6.6B
129 檔
29.1%
As reported in its official Q4 2025 Form 13F filing, Quilter Plc's tracked investment portfolio stood at $6.6B with 129 total positions.
During Q4 2025, Quilter Plc performed routine portfolio adjustments (0 new buys, 26 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 29.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.77% | -1.08% | +1.32% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.71% | +0.81% | -1.24% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.42% | -0.07% | -0.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.48% | -0.05% | -4.59% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.10% | +0.75% | +8.97% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.73% | -0.03% | +0.66% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.81% | -0.06% | -1.43% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.98% | +3.51% | -16.26% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.90% | +1.97% | +4.49% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.89% | — | -6.10% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.79% | -0.11% | +1.28% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.72% | -0.14% | +0.27% | |
| 13 | ROK | Rockwell Automation Inc | Stock-Industrials | 2.32% | +0.45% | +0.70% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 2.12% | -1.01% | +846.25% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.11% | -0.20% | +0.72% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -1.34% | -9.73% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 2.00% | -1.47% | +0.52% | |
| 18 | ARES | Ares Management CORP - A | Stock-Financials | 1.91% | -0.31% | +5.60% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.79% | — | +1.35% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.67% | -0.57% | -14.37% | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.59% | -0.50% | +7.83% | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 1.48% | -0.20% | +4.83% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.45% | -0.13% | +5.67% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.42% | -0.97% | +12.70% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.40% | +0.11% | -1.86% | |
| 26 | URI | United Rentals Inc | Stock-Industrials | 1.40% | +0.02% | -3.06% | |
| 27 | MKL | Markel Group Inc | Stock-Financials | 1.31% | +0.05% | -0.18% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.28% | -0.04% | +5.09% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -0.27% | +0.62% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 1.20% | -0.12% | +2.43% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.52% | +19.53% | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.13% | -0.05% | +0.97% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.13% | -0.47% | +5.69% | |
| 34 | ZTS | Zoetis Inc | Stock-Healthcare | 1.03% | -1.00% | +11.00% | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.94% | -0.13% | -13.11% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | -0.03% | -4.97% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -1.37% | EXIT | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 0.56% | -0.07% | -3.81% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.53% | -0.02% | -15.21% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.50% | +0.94% | -19.43% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.05% | -6.04% | |
| 42 | AWK | American Water Works Co Inc | Stock-Utilities | 0.40% | -0.06% | +5.58% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.10% | -0.85% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.05% | +4.40% | |
| 45 | XYL | Xylem Inc | Stock-Industrials | 0.34% | -0.06% | -11.25% | |
| 46 | DG | Dollar General CORP | Stock-Consumer Staples | 0.33% | -0.03% | +1343.20% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | -0.11% | -6.54% | |
| 48 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.31% | -0.05% | -11.48% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.27% | -0.05% | +0.80% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.25% | -0.02% | -0.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | +8.97% | Add |
| 2 | MRK | Merck & Co. Inc. | +0.4% | +0.72% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.4% | +0.27% | Add |
| 4 | HON | Honeywell International Inc | +0.3% | +143.51% | Add |
| 5 | DG | Dollar General CORP | +0.3% | +1343.20% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | -16.26% | Trim |
| 7 | MAR | Marriott International -cl A | +0.2% | +5.09% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +19.53% | Add |
| 9 | ROK | Rockwell Automation Inc | +0.2% | +0.70% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.32% | Trim |
| 11 | SPGI | S&p Global Inc | +0.2% | +5.67% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | -19.43% | Trim |
| 13 | MKL | Markel Group Inc | +0.1% | -0.18% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | +4.40% | Add |
| 15 | ARES | Ares Management CORP - A | +0.1% | +5.60% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | +2.43% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -6.04% | Trim |
| 18 | ESS | Essex Property Trust Inc | +0.1% | +187.69% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +0.66% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +0.62% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -0.85% | Trim |
| 22 | BAC | Bank Of America CORP | 0% | -1.86% | Trim |
| 23 | MRSH | Marsh & Mclennan Cos | 0% | +12.70% | Add |
| 24 | CVX | Chevron CORP | 0% | +5.69% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | — | -6.10% | Trim |
| 26 | EMR | Emerson Electric Co | — | +1.35% | Add |
| 27 | EQIX | Equinix Inc | — | +4.83% | Add |
| 28 | AAPL | Apple Inc | 0% | -4.59% | Trim |
| 29 | AXP | American Express Co | 0% | -15.21% | Trim |
| 30 | PFE | Pfizer Inc | 0% | -6.54% | Trim |
| 31 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -29.65% | Trim |
| 32 | FERG | Ferguson Enterprises Inc | -0.1% | -11.48% | Trim |
| 33 | SBS | Cia Saneamento Basico De-adr | -0.1% | -10.47% | Trim |
| 34 | SYK | Stryker CORP | -0.1% | -3.81% | Trim |
| 35 | UNP | Union Pacific CORP | -0.1% | -4.97% | Trim |
| 36 | ZTS | Zoetis Inc | -0.1% | +11.00% | Add |
| 37 | XYL | Xylem Inc | -0.1% | -11.25% | Trim |
| 38 | PHYS | Sprott Physical Gold Trust | -0.1% | -46.30% | Trim |
| 39 | INTU | Intuit Inc | -0.1% | +0.52% | Add |
| 40 | CRM | Salesforce Inc | -0.1% | -46.54% | Trim |
| 41 | TMUS | T-mobile US Inc | -0.2% | +7.83% | Add |
| 42 | KO | Coca-cola Co/the | -0.2% | -14.37% | Trim |
| 43 | PANW | Palo Alto Networks Inc | -0.2% | +4.49% | Add |
| 44 | NVDA | Nvidia CORP | -0.2% | -1.24% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -9.73% | Trim |
| 46 | MDLZ | Mondelez International Inc-a | -0.3% | -13.11% | Trim |
| 47 | URI | United Rentals Inc | -0.3% | -3.06% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.3% | +1.28% | Add |
| 49 | MSFT | Microsoft CORP | -0.7% | +1.32% | Add |
| 50 | NFLX | Netflix Inc | -0.8% | +846.25% | Add |
According to official SEC Form 13F filings, Quilter Plc reported a total U.S. public equity portfolio value of $6.6B across 129 disclosed positions in Q4 2025.
During Q4 2025, Quilter Plc's top holdings by market value included MSFT (8.8%)、NVDA (6.7%)、AMZN (6.4%). The largest single position, MSFT, represented 8.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
NVDA
前期市值: $404.6M
In Q4 2025, Quilter Plc made 50 total portfolio adjustments, initiating 0 new buys, adding to 26 positions, trimming 24 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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