Perpetual Ltd Q2 2023 Filing

Filed July 13, 2023

Portfolio Value

$11.7B

Holdings

460

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (460 positions)

#StockSharesValue% PortfolioType
301
COLDAMERICOLD REALTY TRUST INC
35,080$1.1T9715.66%
302
UPSUNITED PARCEL SERVICE INC
6,231$1.1T9576.95%
303
CBCHUBB LIMITED
5,775$1.1T9535.17%
304
BABAALIBABA GROUP HLDG LTD
13,000$1.1T9290.93%
305
LNGCHENIERE ENERGY INC
7,069$1.1T9235.05%
306
HRHEALTHCARE RLTY TR
57,090$1.1T9232.34%
307
PCTPURECYCLE TECHNOLOGIES INC
100,000$1.1T9166.17%
308
CCUCOMPANIA CERVECERIAS UNIDAS
65,697$1.1T9142.69%
309
HONHONEYWELL INTL INC
5,097$1.1T9068.66%
310
AKAMAKAMAI TECHNOLOGIES INC
11,745$1.1T9050.61%
311
IBMINTERNATIONAL BUSINESS MACHS
7,857$1.1T9014.79%
312
DWDMORGAN STANLEY
12,251$1.0T8970.97%
313
MDLZMONDELEZ INTL INC
14,274$1.0T8927.34%
314
OCOWENS CORNING NEW
7,977$1.0T8926.08%
315
TTENTOTALENERGIES SE
17,966$1.0T8879.44%
316
BMTABRITISH AMERN TOB PLC
30,400$1.0T8654.10%
317
MCHPMICROCHIP TECHNOLOGY INC.
11,250$1.0T8642.16%
318
APHAMPHENOL CORP NEW
11,611$986.4B8457.52%
319
HUMHUMANA INC
2,192$980.1B8403.97%
320
LMTLOCKHEED MARTIN CORP
2,109$970.9B8325.37%
321
BACBANK AMERICA CORP
32,914$944.3B8096.95%
322
TTWOTAKE-TWO INTERACTIVE SOFTWAR
6,312$928.9B7964.66%
323
TJXTJX COS INC NEW
10,829$918.2B7873.05%
324
LEVILEVI STRAUSS & CO NEW
63,340$914.0B7837.08%
325
PCGPG&E CORP
52,466$906.6B7773.77%
326
NEENEXTERA ENERGY INC
12,192$904.6B7756.92%
327
TYLTYLER TECHNOLOGIES INC
2,137$890.0B7631.30%
328
CRCCANADIAN NAT RES LTD
15,800$887.7B7611.52%
329
ABTABBOTT LABS
8,100$883.1B7571.84%
330
ANETEURARISTA NETWORKS INC
5,432$880.3B7548.24%
331
RG6ROGERS CORP
5,400$874.4B7497.76%
332
PINSPINTEREST INC
31,815$869.8B7458.31%
333
RYROYAL BK CDA
9,064$866.0B7425.31%
334
FSLRFIRST SOLAR INC
4,502$855.8B7337.95%
335
GDGENERAL DYNAMICS CORP
3,928$845.1B7246.41%
336
KDPKEURIG DR PEPPER INC
27,015$844.8B7243.41%
337
VTRSVIATRIS INC
83,909$837.4B7180.41%
338
EOGEOG RES INC
7,300$835.4B7163.26%
339
DYHTARGET CORP
6,286$829.1B7109.34%
340
VRSKVERISK ANALYTICS INC
3,642$823.2B7058.56%
341
DSGDESCARTES SYS GROUP INC
10,231$819.4B7026.25%
342
ICLRICON PLC
3,190$798.1B6843.66%
343
SKTTANGER FACTORY OUTLET CTRS I
35,813$790.4B6777.25%
344
8CWCROWN CASTLE INC
6,787$773.3B6630.78%
345
BMYBRISTOL-MYERS SQUIBB CO
11,988$766.6B6573.52%
346
METMETLIFE INC
12,951$732.1B6277.58%
347
AMGNAMGEN INC
3,254$722.5B6194.69%
348
MPCMARATHON PETE CORP
6,183$720.9B6181.70%
349
BAPCREDICORP LTD
4,848$715.8B6137.30%
350
DOCUSDPHYSICIANS RLTY TR
50,940$712.7B6110.65%
351
DOWDOW INC
13,379$712.6B6109.92%
352
ALLYALLY FINL INC
26,331$711.2B6098.20%
353
BLDRBUILDERS FIRSTSOURCE INC
5,149$700.3B6004.43%
354
PLTRPALANTIR TECHNOLOGIES INC
44,000$674.5B5783.69%
355
HUBSHUBSPOT INC
1,257$668.8B5734.96%
356
LOWLOWES COS INC
2,962$668.5B5732.27%
357
EWBCEAST WEST BANCORP INC
12,649$667.7B5725.56%
358
TDTORONTO DOMINION BK ONT
10,738$665.5B5705.95%
359
RKLBROCKET LAB USA INC
140,000$651.0B5582.02%
360
AXPAMERICAN EXPRESS CO
3,717$647.5B5552.02%
361
BDXBECTON DICKINSON & CO
2,452$647.4B5550.75%
362
JCIJOHNSON CTLS INTL PLC
9,314$634.7B5441.88%
363
EFXEQUIFAX INC
2,639$621.0B5324.41%
364
WEXWEX INC
3,405$619.9B5315.76%
365
EPIWISDOMTREE TR
17,795$619.3B5309.91%
366
RUNSUNRUN INC
33,752$602.8B5168.82%
367
HASIHANNON ARMSTRONG SUST INFR C
24,095$602.4B5165.08%
368
SCHWSCHWAB CHARLES CORP
9,993$566.4B4856.64%
369
BNSBANK NOVA SCOTIA HALIFAX
11,293$564.9B4843.96%
370
CPCANADIAN PACIFIC KANSAS CITY
6,959$562.1B4819.34%
371
ROSTROSS STORES INC
4,957$555.8B4765.96%
372
TSNTYSON FOODS INC
10,691$545.7B4678.85%
373
MBLYMOBILEYE GLOBAL INC
14,093$541.5B4642.70%
374
EAELECTRONIC ARTS INC
3,953$512.7B4396.20%
375
IRTINDEPENDENCE RLTY TR INC
28,133$512.6B4395.16%
376
ARWARROW ELECTRS INC
3,524$504.7B4327.93%
377
SOSOUTHERN CO
7,084$497.7B4267.12%
378
COFCAPITAL ONE FINL CORP
4,542$496.8B4259.47%
379
COSTCOSTCO WHSL CORP NEW
912$491.0B4210.12%
380
SBACSBA COMMUNICATIONS CORP NEW
2,078$481.6B4129.47%
381
AWNADVANCE AUTO PARTS INC
6,727$472.9B4054.96%
382
CNCCENTENE CORP DEL
6,928$467.3B4006.83%
383
CHPTCHARGEPOINT HOLDINGS INC
53,000$465.9B3994.62%
384
BSXBOSTON SCIENTIFIC CORP
8,602$465.3B3989.57%
385
SBSWSIBANYE STILLWATER LTD
74,317$463.7B3976.33%
386
STZCONSTELLATION BRANDS INC
1,873$461.0B3952.87%
387
SGMLSIGMA LITHIUM CORPORATION
11,430$460.6B3949.68%
388
ADMARCHER DANIELS MIDLAND CO
6,086$459.9B3943.07%
389
WYWEYERHAEUSER CO MTN BE
13,700$459.1B3936.45%
390
FLT1EURFLEETCOR TECHNOLOGIES INC
1,813$455.2B3903.19%
391
GSGOLDMAN SACHS GROUP INC
1,400$451.6B3871.88%
392
KMIKINDER MORGAN INC DEL
26,000$447.7B3838.99%
393
SHWSHERWIN WILLIAMS CO
1,684$447.1B3833.98%
394
SNPSSYNOPSYS INC
980$426.7B3658.77%
395
ULTAULTA BEAUTY INC
903$424.9B3643.72%
396
DISDISNEY WALT CO
4,731$422.4B3621.74%
397
NETCLOUDFLARE INC
6,375$416.7B3573.30%
398
FANGDIAMONDBACK ENERGY INC
3,148$413.5B3545.76%
399
DNBDUN & BRADSTREET HLDGS INC
34,824$402.9B3454.80%
400
ZTSZOETIS INC
2,278$392.3B3363.74%
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