Ausbil Investment Management Ltd

CIK: 0001966036SEC EDGAR →

Portfolio Value

$175.9M

Holdings

67

As of

Q4 2025

New Positions

14

Closed Positions

14

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NextEra Energy Inc

129,794$10.4M
5.92%
2

CSX Corp

261,110$9.5M
5.38%
3

Norfolk Southern Corp

26,329$7.6M
4.32%
4

Entergy Corp

70,388$6.5M
3.70%
5

Cheniere Energy Inc

33,220$6.5M
3.67%
6

Eversource Energy

94,876$6.4M
3.63%
7

Ferrovial SE

97,274$6.3M
3.59%
8

Williams Cos Inc/The

104,198$6.3M
3.56%
9

Public Service Enterprise Grou

75,357$6.1M
3.44%
10

Constellation Energy Corp

15,298$5.4M
3.07%

Quarterly Changes

Top Buys

FTRE↑ Increased
$3.6M
HTONEW
$2.6M
MEDP↑ Increased
$1.6M
SANMNEW
$1.2M
NGDNEW
$984K

Top Sells

NSC↓ Decreased
$2.5M
AEECLOSED
$2.3M
PEO↓ Decreased
$1.2M
EXPCLOSED
$1.2M
TRP↓ Decreased
$1.0M

New Positions (7)

$2.6M · 53K shares
$1.2M · 8K shares
$984K · 113K shares
$525K · 45K shares
$518K · 28K shares
$290K · 37K shares
$200K · 3K shares

Closed Positions (11)

$2.3M · 22K shares
$1.2M · 5K shares
$921K · 21K shares
$875K · 9K shares
$670K · 4K shares
$648K · 6K shares
$378K · 23K shares
$366K · 5K shares
$311K · 77K shares
$219K · 3K shares
$202K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Utilities12$63.4M36.0%
Industrials9$36.6M20.8%
Energy10$34.2M19.5%
Healthcare5$10.1M5.8%
Technology5$7.3M4.2%
Financial Services7$7.0M4.0%
Real Estate6$5.5M3.1%
Basic Materials6$5.3M3.0%
Unknown3$3.7M2.1%
Consumer Cyclical3$1.6M0.9%
Communication Services1$1.1M0.6%