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CIK: 0001351991
Total reported value
$27.1B
$27.1B
603 檔
18.1%
In Q1 2025, Rathbones Group PLC's U.S. equity holdings reached a combined market value of $27.1B, distributed across 603 disclosed stock positions.
In Q1 2025, Rathbones Group 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, V, AMZN) accounted for 18.1% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 603 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.33% | -0.64% | +2.22% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 5.79% | -0.14% | +0.32% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.87% | -0.13% | +2.62% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.43% | +0.13% | +2.17% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.37% | -0.09% | +0.30% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.05% | +0.08% | -0.88% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.67% | -0.22% | +3.51% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.19% | +9.16% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.02% | -0.14% | +5.74% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.99% | -0.14% | +2.66% | |
| 11 | ACN | Accenture plc | Stock-Tech | 1.79% | -0.49% | +9.91% | |
| 12 | ABT | Abbott Laboratories | Stock-Healthcare | 1.73% | -0.37% | +2.72% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | — | +1.25% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.48% | -0.17% | +0.84% | |
| 15 | SPGI | S&p Global Inc | Stock-Financials | 1.45% | -0.30% | +8.21% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.25% | -4.14% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.21% | +39.37% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.21% | -0.20% | +0.09% | |
| 19 | CME | Cme Group Inc | Stock-Financials | 1.20% | -0.39% | -1.07% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.15% | -0.09% | +5.34% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.14% | -0.45% | -2.35% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.11% | +10.51% | |
| 23 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.11% | -0.12% | +5.16% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.10% | -0.21% | -1.32% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 1.08% | +0.40% | +6.22% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.30% | -1.26% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.91% | +0.05% | +17.51% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.34% | +18.15% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.89% | -0.44% | +8.71% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 0.83% | -0.12% | +5.95% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.04% | +30.75% | |
| 32 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.73% | -0.18% | +4.14% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.12% | -8.58% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.71% | -0.37% | +112.61% | |
| 35 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.70% | +0.03% | +21.57% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.68% | -0.13% | +64.83% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.68% | +0.38% | +0.10% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.66% | -0.03% | -13.43% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.11% | +4.48% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.10% | -14.48% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.15% | -0.50% | |
| 42 | CTAS | Cintas CORP | Stock-Industrials | 0.63% | -0.05% | -4.77% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.45% | +16.80% | |
| 44 | WCN | Waste Connections Inc | Stock-Industrials | 0.62% | -0.07% | -0.57% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.09% | -0.55% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.58% | -0.03% | -4.65% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.20% | +0.62% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.01% | -7.27% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.27% | +53.67% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.55% | -0.06% | +6.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 10 | KO | Coca-cola Co/the | — | NEW | New buy |
| 11 | ACN | Accenture plc | — | NEW | New buy |
| 12 | ABT | Abbott Laboratories | — | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 14 | MA | Mastercard Inc - A | — | NEW | New buy |
| 15 | SPGI | S&p Global Inc | — | NEW | New buy |
| 16 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 18 | LIN | Linde plc | — | NEW | New buy |
| 19 | CME | Cme Group Inc | — | NEW | New buy |
| 20 | ADBE | Adobe Inc | — | NEW | New buy |
| 21 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 22 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 23 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 24 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 25 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 26 | HD | Home Depot Inc | — | NEW | New buy |
| 27 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 28 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 29 | INTU | Intuit Inc | — | NEW | New buy |
| 30 | EQIX | Equinix Inc | — | NEW | New buy |
| 31 | CRM | Salesforce Inc | — | NEW | New buy |
| 32 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 35 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 36 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 37 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 38 | DE | Deere & Co | — | NEW | New buy |
| 39 | RTX | Rtx CORP | — | NEW | New buy |
| 40 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | CTAS | Cintas CORP | — | NEW | New buy |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 44 | WCN | Waste Connections Inc | — | NEW | New buy |
| 45 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 46 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 49 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 50 | NOW | Servicenow Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Rathbones Group PLC reported a total U.S. public equity portfolio value of $27.1B across 603 disclosed positions in Q1 2025.
During Q1 2025, Rathbones Group PLC's top holdings by market value included MSFT (6.3%)、V (5.8%)、AMZN (4.9%). The largest single position, MSFT, represented 6.3% 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 New Position Initiated
MSFT
市值: $1.3B
In Q1 2025, Rathbones Group 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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