MondegarAI
Rathbones Group PLC

Q3 2025 · 13F-HR

Rathbones Group PLCholdings as filed

Filed 2025-11-13 · accession 0001140361-25-041771

$24.63B
Reported value
639
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Rathbones Group PLC · Q3 2025

AI · grounded in 13F

Rathbones Group PLC established a new position in MSFT valued at $1.81B. The fund also initiated new stakes in AMZN for $1.20B and V for $1.13B. Additional new positions include GOOGL at $1.13B and NVDA at $1.05B.

Holdings as filed

First 500 of 639

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP USD 0.00000625 Common Stock$1.81B7.34%3,492,242CommonSOLE
023135106AMZNAMAZON COM INC USD0.01 Common Stock$1.20B4.88%5,478,001CommonSOLE
92826C839VVISA INC USD0.0001 Common Stock$1.13B4.59%3,310,079CommonSOLE
02079K305GOOGLALPHABET INC USD0.001 Cls A Common Stock$1.13B4.59%4,646,586CommonSOLE
67066G104NVDANVIDIA CORP USD0.001 Common Stock$1.05B4.27%5,635,294CommonSOLE
46625H100JPMJP MORGAN CHASE & CO USD1 Common Stock$871.7M3.54%2,763,395CommonSOLE
037833100AAPLAPPLE INC NPV Common Stock$797.5M3.24%3,132,050CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC USD0.0033 Cls B Com Stk$493.4M2.00%981,416CommonSOLE
30303M102METAMETA PLATFORMS INC USD0.000006 Cls A Common Stock$473.1M1.92%644,191CommonSOLE
02079K107GOOGALPHABET INC USD0.001 Cls C Common Stock$464.6M1.89%1,907,557CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC USD1 Common Stock$457.1M1.86%942,391CommonSOLE
002824100ABTABBOTT LABORATORIES NPV Common Stock$403.0M1.64%3,008,738CommonSOLE
191216100KOCOCA-COLA CO USD0.25 Common Stock$381.5M1.55%5,752,319CommonSOLE
032095101APHAMPHENOL CORP USD0.001 Cls A Common Stock$367.3M1.49%2,968,161CommonSOLE
57636Q104MAMASTERCARD INC USD0.0001 Class A Common Stock$306.7M1.25%539,230CommonSOLE
78409V104SPGIS&P GLOBAL INC USD1 Common Stock$304.1M1.23%624,719CommonSOLE
G25508105CRHCRH EUR0.32 Ord Shs (Primary List)$301.2M1.22%2,513,659CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC USD0.008 Common Stock$290.8M1.18%53,866CommonSOLE
G54950103LINLINDE PLC EUR0.001 Common Shares$277.7M1.13%584,563CommonSOLE
G1151C101ACNACCENTURE PLC New A Class Shares$272.7M1.11%1,105,760CommonSOLE
12572Q105CMECME GROUP INC USD0.01 Cls A Common Stock$267.2M1.08%988,928CommonSOLE
874039100TSMTAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share$263.0M1.07%941,576CommonSOLE
532457108LLYLILLY (ELI) & CO NPV Common Stock$259.4M1.05%339,938CommonSOLE
571748102MRSHMARSH & MCLENNAN CO INC USD1 Common Stock$254.8M1.03%1,264,247CommonSOLE
22160K105COSTCOSTCO CORP NPV Common Stock$248.8M1.01%268,789CommonSOLE
437076102HDHOME DEPOT INC USD0.05 Common Stock$236.2M0.96%582,821CommonSOLE
101137107BSXBOSTON SCIENTIFIC USD0.01 Common Stock$222.8M0.90%2,281,977CommonSOLE
11135F101AVGOBROADCOM CORP USD1 Common Stock$220.2M0.89%667,398CommonSOLE
38141G104GSGOLDMAN SACHS GROUP USD0.01 Common Stock$220.1M0.89%276,364CommonSOLE
82509L107SHOPSHOPIFY INC NPV Class A Common Stock$219.7M0.89%1,478,608CommonSOLE
461202103INTUINTUIT INC USD0.01 Common Stock$219.6M0.89%321,555CommonSOLE
742718109PGPROCTER & GAMBLE CO NPV Common Stock$217.0M0.88%1,412,012CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC USD0.001 Common Stock$206.8M0.84%462,292CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS INC USD0.01 Common Stock$196.7M0.80%559,949CommonSOLE
79466L302CRMSALESFORCE.COM INC USD0.001 Common Stock$190.0M0.77%801,693CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC USD0.0001 Common Stock$182.4M0.74%812,323CommonSOLE
697435105PANWPALO ALTO NETWORKS INC USD0.0001 Common Stock$176.9M0.72%868,983CommonSOLE
29444U700EQIXEQUINIX INC USD0.001 New Common Stock$171.5M0.70%218,956CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock$161.7M0.66%1,500,251CommonSOLE
931142103WMTWAL-MART STORES INC USD0.1 Common Stock$152.7M0.62%1,481,608CommonSOLE
00724F101ADBEADOBE INC USD0.0001 Common Stock$151.1M0.61%428,232CommonSOLE
478160104JNJJOHNSON & JOHNSON USD1 Common Stock$148.7M0.60%801,879CommonSOLE
872540109TJXTJX COMPANIES INC NPV Common Stock$147.6M0.60%1,020,903CommonSOLE
244199105DEDEERE & CO USD1 Common Stock$142.0M0.58%310,639CommonSOLE
75513E101RTXRTX CORP USD1.00 Common Stock$140.3M0.57%838,701CommonSOLE
81762P102NOWSERVICENOW INC USD0.001 Common Stock$136.7M0.55%148,500CommonSOLE
172908105CTASCINTAS CORP NPV Common Stock$128.1M0.52%624,181CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS USD0.01 Common Stock$127.4M0.52%202,076CommonSOLE
617446448MSMORGAN STANLEY USD0.01 Common Stock$122.7M0.50%771,919CommonSOLE
13646K108CPCANADIAN PAC KANSAS CITY LTD NPV Common Stock$121.7M0.49%1,633,612CommonSOLE
90353T100UBERUBER TECHNOLOGIES USD0.00001 Common Stock$120.1M0.49%1,225,729CommonSOLE
G3265R107APTVAPTIV PLC USD0.01 Common Shares$117.8M0.48%1,365,739CommonSOLE
94106B101WCNWASTE CONNECTIONS INC NPV Common Stock$116.3M0.47%661,576CommonSOLE
V7780T103RCLROYAL CARIBBEAN CRUISES LTD USD0.01 Common Stock$115.1M0.47%355,631CommonSOLE
775711104ROLROLLINS INC USD1 Common Stock$115.0M0.47%1,958,117CommonSOLE
166764100CVXCHEVRON CORP USD0.75 Common Stock$115.0M0.47%740,376CommonSOLE
531229755FWONKLIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk$109.3M0.44%1,046,021CommonSOLE
609207105MDLZMONDELEZ INTL INC USD0.01 Common Stock$109.0M0.44%1,745,502CommonSOLE
580135101MCDMCDONALD'S CORP USD0.01 Common Stock$107.3M0.44%353,145CommonSOLE
48251W104KKRKKR & CO INC NPV Class A Common Stock$105.8M0.43%814,372CommonSOLE
11133T103BRBROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock$102.8M0.42%431,446CommonSOLE
539830109LMTLOCKHEED MARTIN CO USD1 Common Stock$100.4M0.41%201,193CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE GRP USD0.01 Common Stock$99.3M0.40%589,217CommonSOLE
149123101CATCATERPILLAR INC USD1 Common Stock$95.0M0.39%199,111CommonSOLE
824348106SHWSHERWIN-WILLIAMS USD1 Common Stock$94.8M0.39%273,841CommonSOLE
438516106HONHONEYWELL INTL INC USD1 Common Stock$94.7M0.38%450,076CommonSOLE
H1467J104CBCHUBB LTD CHF24.15 Ordinary Shares$94.0M0.38%332,921CommonSOLE
902973304USBUS BANCORP DEL USD0.01 Common Stock$91.4M0.37%1,891,842CommonSOLE
94106L109WMWASTE MANAGEMENT INC NPV Common Stock$90.8M0.37%411,118CommonSOLE
30231G102XOMEXXON MOBIL CORP NPV Common Stock$88.7M0.36%786,320CommonSOLE
64110L106NFLXNETFLIX COM INC USD0.001 Common Stock$86.0M0.35%71,749CommonSOLE
701094104PHPARKER-HANNIFIN CORP USD0.50 Common Stock$85.9M0.35%113,345CommonSOLE
92939U106WECWEC ENERGY GROUP INC USD0.01 Common Stock$85.8M0.35%748,935CommonSOLE
40415F101HDBHDFC BANK LTD Spon ADR Each Rep 3 INR10 Shs$85.1M0.35%2,490,530CommonSOLE
254687106DISWALT DISNEY (HLDGS) CO USD0.1 Common Stock$84.3M0.34%736,197CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock$79.9M0.32%799,265CommonSOLE
03027X100AMTAMER TOWER CORP USD0.01 New Common Stock$79.4M0.32%412,788CommonSOLE
278865100ECLECOLAB INC USD1 Common Stock$79.3M0.32%289,572CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC USD0.0001 Common Stock$79.2M0.32%344,564CommonSOLE
98978V103ZTSZOETIS INC USD0.01 Cls A Common Stock$77.9M0.32%532,064CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC USD0.10 Common Stock$75.1M0.30%117,569CommonSOLE
115236101BROBROWN & BROWN INC USD0.10 Common Stock$74.5M0.30%794,703CommonSOLE
78463V107GLDSPDR GOLD TRUST NPV Shares ETF$73.2M0.30%205,882CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC USD0.01 Common Stock$73.0M0.30%159,566CommonSOLE
776696106ROPROPER TECHNOLOGIES INC USD0.01 Common Stock$69.2M0.28%138,810CommonSOLE
12504L109CBRECBRE GROUP INC USD0.01 Class A Common Stock$68.5M0.28%434,466CommonSOLE
09290D101BLKBLACKROCK INC USD0.01 Common Stock$66.1M0.27%56,715CommonSOLE
922908363VOOVANGUARD INDEX FUNDS S&P 500 ETF (USD)$64.0M0.26%104,431CommonSOLE
806857108SLBSLB LTD USD0.01 Common Stock$62.5M0.25%1,817,258CommonSOLE
235851102DHRDANAHER CORP USD0.01 Common Stock$55.4M0.22%279,470CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC USD0.10 Common Stock$54.9M0.22%1,400,862CommonSOLE
98419M100XYLXYLEM INC USD0.01 Common Stock$54.6M0.22%369,965CommonSOLE
90384S303ULTAULTA BEAUTY INC USD0.01 Common Stock$53.2M0.22%97,214CommonSOLE
78462F103SPYSPDR SERIES TRUST S&P 500 ETF Trust$50.1M0.20%75,171CommonSOLE
060505104BACBANK OF AMERICA CORP NPV Common Stock$47.8M0.19%926,992CommonSOLE
369604301GEGE AEROSPACE USD0.01 Common Stock$47.6M0.19%158,147CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC Common Stock$46.6M0.19%253,398CommonSOLE
780087102RYROYAL BANK OF CANADA NPV Common Stock$44.0M0.18%298,232CommonSOLE
13321L108CCJCAMECO CORP NPV Common Stock$43.7M0.18%520,202CommonSOLE
58155Q103MCKMCKESSON CORP USD0.01 Common Stock$43.1M0.17%55,769CommonSOLE
216648501COOCOOPER COS INC USD0.10 Com Stk (Post Split)$41.9M0.17%611,662CommonSOLE
88160R101TSLATESLA INC USD0.001 Common Stock$40.5M0.16%91,048CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP USD0.01 Common Stock (WI)$40.4M0.16%442,030CommonSOLE
285512109EAELECTRONIC ARTS INC USD0.01 Common Stock$39.0M0.16%193,236CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC USD0.001 Common Stock$37.6M0.15%149,449CommonSOLE
053332102AZOAUTOZONE INC USD0.01 Common Stock$37.1M0.15%8,640CommonSOLE
36828A101GEVGE VERNOVA INC USD0.01 Common Stock$36.5M0.15%59,365CommonSOLE
713448108PEPPEPSICO INC USD0.016666 Cap$35.9M0.15%255,942CommonSOLE
874054109TTWOTAKE TWO INTERACTIVE INC USD0.01 Common Stock$35.7M0.14%138,177CommonSOLE
58933Y105MRKMERCK & CO INC USD0.50 Common Stock$34.3M0.14%409,261CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC USD0.002 Common Stock$32.8M0.13%390,538CommonSOLE
05550J101BJBJS WHOLESALE CLUB HLDGS INC USD0.01 Common Stock$32.0M0.13%343,107CommonSOLE
65339F101NEENEXTERA ENERGY INC USD0.01 Common Stock$29.5M0.12%390,568CommonSOLE
G51502105JCIJOHNSON CONTROLS INTL USD1 Common Stock$28.9M0.12%263,296CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC USD1 Common Stock$27.9M0.11%66,195CommonSOLE
36266G107GEHCGE HEALTHCARE TECH INC USD0.01 Common Stock$27.8M0.11%370,099CommonSOLE
038222105AMATAPPLIED MATERIALS INC NPV Common Stock$27.3M0.11%133,188CommonSOLE
G8473T100STESTERIS PLC USD0.001 Ordinary Shares$26.9M0.11%108,600CommonSOLE
68389X105ORCLORACLE CORP USD0.01 Common Stock$24.2M0.10%85,979CommonSOLE
05464C101AXONAXON ENTERPRISE INC USD0.00001 Common Stock$23.5M0.10%32,730CommonSOLE
704326107PAYXPAYCHEX INC USD0.01 Common Stock$23.1M0.09%182,224CommonSOLE
58733R102MELIMERCADOLIBRE INC USD0.001 Common Stock$22.7M0.09%9,706CommonSOLE
92343V104VZVERIZON COMMS INC NPV Common Stock$22.6M0.09%515,321CommonSOLE
00790R104WMSADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock$21.8M0.09%157,225CommonSOLE
654106103NKENIKE INC NPV Cls B Common Stock$21.7M0.09%311,757CommonSOLE
760759100RSGREPUBLIC SERVICES INC USD0.01 Common Stock$21.4M0.09%93,182CommonSOLE
00766T100ACMAECOM TECHNOLOGY CORP USD0.01 Common Stock$20.6M0.08%157,866CommonSOLE
17275R102CSCOCISCO SYSTEMS INC USD0.001 Common Stock$20.0M0.08%292,062CommonSOLE
518439104ELESTEE LAUDER COS USD0.01 Class A Common Stock$19.6M0.08%222,039CommonSOLE
40412C101HCAHCA HEALTHCARE INC USD0.01 Common Stock$19.3M0.08%45,303CommonSOLE
052769106ADSKAUTODESK INC NPV Common Stock$19.1M0.08%60,266CommonSOLE
78468R796SPYXSPDR SERIES TRUST S&P Fossil Fuel Res Free ETF$18.5M0.07%336,612CommonSOLE
172967424CCITIGROUP INC USD0.01 Common Stock$18.1M0.07%178,283CommonSOLE
46090E103QQQINVESCO QQQ TRUST Unit Series 1 ETF$17.2M0.07%28,638CommonSOLE
00287Y109ABBVABBVIE INC USD0.01 Common Stock$16.6M0.07%71,635CommonSOLE
74460D109PSAPUBLIC STORAGE INC USD0.10 Common Stock$16.5M0.07%57,138CommonSOLE
46434G822EWJISHARES INC MSCI Japan New ETF (P/R Split)$15.8M0.06%197,130CommonSOLE
36262G101GXOGXO LOGISTICS INC (WI) USD0.01 Common Stock$15.6M0.06%294,561CommonSOLE
91324P102UNHUNITED HEALTHCARE CORP USD0.01 Common Stock$15.3M0.06%44,330CommonSOLE
922042866VPLVANGUARD INTL EQUITY FTSE Pacific ETF$15.2M0.06%173,335CommonSOLE
46435G334EWUISHARES TRUST MSCI UK New ETF (Post Cons)$15.2M0.06%362,594CommonSOLE
41068X100HASIHA SUST INFTRA CAPITAL INC USD0.01 Common Stock$14.6M0.06%477,092CommonSOLE
64107N206LSAKLESAKA TECHNOLOGIES INC USD0.001 Common Stock$14.2M0.06%3,419,420CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO NPV Common Stock$14.0M0.06%175,577CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP NPV Com Stk (Post Rev Split)$14.0M0.06%89,821CommonSOLE
922042742VTVANGUARD INTL EQUITY Total World Stock Market ETF$13.3M0.05%96,234CommonSOLE
40131M109GHGUARDANT HEALTH INC USD0.00001 Common Stock$12.5M0.05%200,088CommonSOLE
78470P846HYBLSSGA ACTIVE TR Spdr Blackstone High Inc ETF$12.5M0.05%436,000CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC USD0.0001 Common Stock$12.2M0.05%182,564CommonSOLE
01609W102BABAALIBABA GROUP HOLDINGS LTD Spon ADS Each Rep 1 Ord$12.1M0.05%67,827CommonSOLE
717081103PFEPFIZER INC USD0.05 Common Stock$12.1M0.05%474,535CommonSOLE
928881101VNTVONTIER CORP USD0.0001 Common Stock$11.8M0.05%281,219CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC USD1 Common Stock$11.7M0.05%43,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC USD5 Class A Common Stock$11.3M0.05%15CommonSOLE
457642205INODINNODATA INC USD0.01 Common Stock$11.1M0.05%144,584CommonSOLE
808513105SCHWSCHWAB (CHARLES) CORP USD0.01 Common Stock$10.9M0.04%114,554CommonSOLE
863667101SYKSTRYKER CORP USD0.10 Common Stock$10.8M0.04%29,317CommonSOLE
363576109AJGGALLAGHER AJ & CO USD1 Common Stock$10.7M0.04%34,399CommonSOLE
464287291IXNISHARES TRUST Global Technology ETF$10.6M0.04%102,863CommonSOLE
459200101IBMIBM CORP USD0.20 Common Stock$10.5M0.04%37,159CommonSOLE
G29183103ETNEATON CORPORATION PLC USD0.50 Common Stock$10.1M0.04%26,964CommonSOLE
949746101WMT2WELLS FARGO & CO USD1.6666 Common Stock$9.5M0.04%113,341CommonSOLE
922908553VNQVANGUARD INDEX FUNDS Real Estate ETF$9.4M0.04%102,982CommonSOLE
55354G100MSCIMSCI INC USD0.01 Common Stock$9.4M0.04%16,590CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY EUR0.000625 Common Stock$9.4M0.04%13,442CommonSOLE
252131107DXCMDEXCOM INC USD0.001 Common Stock$9.3M0.04%138,523CommonSOLE
15687V109CERTCERTARA INC USD0.01 Common Stock$9.3M0.04%756,990CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD NPV Common Stock$9.1M0.04%53,905CommonSOLE
04010L103ARCCARES CAPITAL CORP USD0.001 Common Stock$9.0M0.04%438,807CommonSOLE
244916102DEFTMS 543 FTSE Supertracker 2025 F$8.9M0.04%2,635,315CommonSOLE
064149107BNSBANK OF NOVA SCOTIA NPV Common Stock$8.6M0.03%132,578CommonSOLE
075887109BDXBECTON DICKINSON & CO NPV Common Stock$8.6M0.03%45,797CommonSOLE
922042858VWOVANGUARD INTL EQUITY FTSE Emerging Markets Idx ETF$8.5M0.03%157,747CommonSOLE
136069101CMCANADIAN IMPERIAL BANK NPV Common Stock$8.3M0.03%103,541CommonSOLE
690742101OCOWENS CORNING INC USD0.01 Common Stock$7.9M0.03%55,853CommonSOLE
380237107GDDYGODADDY INC USD0.001 Cls A Common Stock$7.6M0.03%55,440CommonSOLE
651639106NEMNEWMONT CORP USD1.60 Common Stock$7.5M0.03%89,079CommonSOLE
907818108UNPUNION PACIFIC CORP USD2.50 Common Stock$7.4M0.03%31,409CommonSOLE
464287655IWMISHARES TRUST Russell 2000 ETF$7.4M0.03%30,475CommonSOLE
126408103CSXCSX CORP USD1 Common Stock$7.4M0.03%207,454CommonSOLE
464287176TIPISHARES TRUST Tips Bond ETF$7.0M0.03%63,374CommonSOLE
33737J158FJPFIRST TRUST Japan AlphaDEX ETF$7.0M0.03%107,582CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP USD1 Common Stock$6.8M0.03%87,971CommonSOLE
464287234EEMISHARES TRUST MSCI Emerging Markets ETF$6.6M0.03%123,388CommonSOLE
064058100BKBANK OF NEW YORK MELLON CORP USD0.01 Common Stock$6.5M0.03%60,000CommonSOLE
921937827BSVVANGUARD BOND INDEX FUND Short Term Bond ETF$6.5M0.03%82,478CommonSOLE
747525103QCOMQUALCOMM INC USD0.001 Common Stock$6.5M0.03%38,985CommonSOLE
464287168DVYISHARES TRUST Select Dividend ETF$6.5M0.03%45,629CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC USD0.001 Cls A Common Stock$6.3M0.03%34,309CommonSOLE
G5960L103MDTMEDTRONIC PLC USD0.0001 Common Stock$6.2M0.03%65,512CommonSOLE
464287507IJHISHARES TRUST Core S&P Mid-Cap ETF$6.1M0.02%94,195CommonSOLE
98138H101WDAYWORKDAY INC USD0.001 Cls A Common Stock$6.1M0.02%25,428CommonSOLE
02209S103MOALTRIA GROUP INC USD0.333333 Common Stock$6.1M0.02%92,541CommonSOLE
92338C103VLTOVERALTO CORP USD0.01 Common Stock$6.1M0.02%56,951CommonSOLE
665859104NTRSNORTHERN TRUST CORP USD1.666 Common Stock$6.1M0.02%45,050CommonSOLE
857477103STTSTATE STREET CORP USD1 Common Stock$6.0M0.02%51,958CommonSOLE
92206C664VTWOVANGUARD INVESTMENTS Russell 2000 ETF$6.0M0.02%61,586CommonSOLE
85207K107PSLVSPROTT ASSET MGMT Physical Silver$6.0M0.02%383,447CommonSOLE
66987V109NVSNOVARTIS AG ADR Rep 1 CHF0.5 (Regd) Shares$5.9M0.02%46,249CommonSOLE
452308109ITWILLINOIS TOOL WORKS INC NPV Common Stock$5.9M0.02%22,642CommonSOLE
464286608EZUISHARES INC MSCI EMU ETF$5.9M0.02%94,642CommonSOLE
464286665EPPISHARES INC MSCI Pacific Ex Japan ETF$5.7M0.02%110,536CommonSOLE
682189105ONON SEMICONDUCTOR USD0.01 Common Stock$5.7M0.02%114,589CommonSOLE
718172109PMPHILIP MORRIS INTL INC NPV Common Stock$5.6M0.02%34,648CommonSOLE
460146103IPINTERNATIONAL PAPER CORP USD1 Common Stock$5.6M0.02%121,078CommonSOLE
31428X106FDXFEDEX CORP USD0.10 Common Stock$5.5M0.02%23,274CommonSOLE
063671101BMOBANK OF MONTREAL NPV Common Stock$5.4M0.02%41,404CommonSOLE
464287721IYWISHARES TRUST US Technology ETF$5.3M0.02%27,070CommonSOLE
33737J505FEUZFIRST TRUST Eurozone AlphaDEX ETF$5.2M0.02%89,280CommonSOLE
501889208LKQLKQ CORP USD0.01 Common Stock$5.2M0.02%171,511CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEM INC USD0.001 Common Stock$5.2M0.02%5,675CommonSOLE
464287200IVVISHARES TRUST Core S&P 500 ETF$5.1M0.02%7,665CommonSOLE
81730H109SSENTINELONE INC USD0.0001 Cls A Common Stock$5.1M0.02%288,372CommonSOLE
594972408MSTRMICROSTRATEGY INC USD0.001 Cls A Common Stock$5.0M0.02%15,523CommonSOLE
871829107SYYSYSCO CORP NPV Common Stock$5.0M0.02%60,422CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common Stock$4.9M0.02%10,011CommonSOLE
922042874VGKVANGUARD INTL EQUITY European ETF$4.9M0.02%61,112CommonSOLE
056525108BMIBADGER METER INC USD1 Common Stock$4.9M0.02%27,235CommonSOLE
09260D107BXBLACKSTONE GROUP INC USD0.00001 Common Stock$4.8M0.02%27,942CommonSOLE
458334109IPARINTER PARFUMS INC USD0.001 Common Stock$4.8M0.02%48,500CommonSOLE
896239100TRMBTRIMBLE INC NPV Common Stock$4.8M0.02%58,349CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ADS Ea Rep 1 Ord EUR0.49$4.7M0.02%246,151CommonSOLE
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45409B107QAINEW YORK LIFE INVESTMENTS ETF Hedge Multi-Strat Tracker ETF$475,2920.00%14,133CommonSOLE
456837103INGING GROEP NV Spon ADR Each Rep 1 EUR0.24$472,0480.00%18,100CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE CO USD0.01 Common Stock$465,6080.00%18,958CommonSOLE
464288513HYGISHARES TRUST IBOXX USD High Yld Corp Bd ETF$448,3310.00%5,522CommonSOLE
92206C680VONGVANGUARD SCOTTSDAL Russell 1000 Growth Index ETF$439,8250.00%3,650CommonSOLE
867224107SUSUNCOR ENERGY INC New NPV Common Stock (CAD)$437,4370.00%10,450CommonSOLE
33739P103FTLSFIRST TRUST Long/Short Equity ETF$434,9490.00%6,218CommonSOLE
22052L104CTVACORTEVA INC USD0.01 Common Stock (WI)$427,6240.00%6,323CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF NPV Common Stock$425,3600.00%6,544CommonSOLE
52468L505LVHILEGG MASON ETF Franklin Low Vol Hi Div ETF$422,4900.00%12,158CommonSOLE
92189F791GDXJVANECK VECTORS ETF JR Gold Miners ETF$422,3620.00%4,265CommonSOLE
852066208SIISPROTT INC NPV Common Stock (P/R Split)$421,8840.00%5,075CommonSOLE
60770K107MRNAMODERNA INC USD0.0001 Common Stock$418,5230.00%16,203CommonSOLE
922908611VBRVANGUARD INDEX FUNDS Small Cap Value ETF$417,4200.00%2,000CommonSOLE
21873S108CRWVCOREWEAVE INC USD0.000005 Cls A Common Stock$416,7080.00%3,045CommonSOLE
77311W101RKTROCKET CO INC USD0.00001 Cls A Common Stock$415,7010.00%21,450CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY SOLS USD0.001 Common Stock$412,8090.00%4,518CommonSOLE
97717W307DLNWISDOMTREE TRUST US LargeCap Dividend Fund$409,0410.00%4,700CommonSOLE
49456B101KMIKINDER MORGAN INC USD0.01 Common Stock$408,0600.00%14,414CommonSOLE
056752108BIDUBAIDU INC ADS Each Rep 1 Ord Cls A Share$404,4020.00%3,069CommonSOLE
03990B101ARESARES MANAGEMENT CORP USD0.01 Cls A Common Stock$402,4430.00%2,517CommonSOLE
46266C105IQVIQVIA HOLDINGS INC USD0.01 Common Stock$397,1640.00%2,091CommonSOLE
45256X103IBRXIMMUNITYBIO INC USD0.0001 Common Stock$397,0930.00%161,420CommonSOLE
85571B105STWDSTARWOOD PROPERTY TRUST INC USD0.01 Common Stock$396,8910.00%20,490CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP NPV Common Stock$391,4410.00%19,340CommonSOLE
53224K302LTBRLIGHTBRIDGE CORP USD0.001 Com Stk (P-R Split)$389,8820.00%18,382CommonSOLE
68634K106ORLAORLA MINING LTD NEW NPV Common Stock$388,0500.00%35,950CommonSOLE
33738D408HYLSFIRST TRUST High Yield Long/Short ETF$382,4440.00%9,095CommonSOLE
464287739IYRISHARES TRUST US Real Estate ETF$382,3010.00%3,938CommonSOLE
89417E109TRVTHE TRAVELERS CO INC NPV Common Stock$381,4140.00%1,366CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC USD1.50 Ordinary Shares$377,4000.00%8,479CommonSOLE
05722G100BKRBAKER HUGHES COMPANY USD0.0001 Cls A Common Stock$371,6840.00%7,629CommonSOLE
H2906T109GRMNGARMIN LTD CHF10 Common Stock$371,2990.00%1,508CommonSOLE
217204106CPRTCOPART INC USD0.001 Common Stock$371,0470.00%8,251CommonSOLE
743315103PGRPROGRESSIVE CORP USD1 Common Stock$370,4250.00%1,500CommonSOLE
88162G103TTEKTETRA TECH INC USD0.01 Common Stock$369,4830.00%11,069CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEMS USD0.01 Common Stock$369,2850.00%1,289CommonSOLE
57777K106MXCTMAXCYTE INC USD0.01 Common Stock$369,1850.00%233,662CommonSOLE
464287598IWDISHARES TRUST Russell 1000 Value ETF$366,2580.00%1,799CommonSOLE
G0450A105ACGLARCH CAPITAL GROUP LTD USD0.01 Common Stock$364,1900.00%4,014CommonSOLE
92840M102VSTVISTRA CORP USD0.01 Common Stock$363,4310.00%1,855CommonSOLE
73933G202PSIXPOWER SOLUTIONS INTL INC USD0.001 Common Stock$362,9220.00%3,695CommonSOLE
60255C885BRD1EURMIND MEDICINE INC NPV Com Stk (Post Rev Split)$356,0580.00%30,200CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC USD0.01 Class C Common Stock$353,9990.00%2,497CommonSOLE
33741X102SDVYFIRST TRUST SMID Cap Rising Div Achvrs ETF$350,8810.00%9,229CommonSOLE
871607107SNPSSYNOPSYS INC USD0.01 Common Shares$345,3730.00%700CommonSOLE
452327109ILMNILLUMINA INC USD0.01 Common Stock$345,0260.00%3,633CommonSOLE
26614N102DDDUPONT DE NEMOURS INC USD0.01 Common Stock$336,9950.00%4,326CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS Unit Ltd Partnership (USD)$333,6000.00%10,230CommonSOLE
464287432TLTISHARES TRUST 20 Yr Treasury Bond ETF$332,4560.00%3,720CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.