Perpetual Ltd Q4 2025 Filing

Filed January 20, 2026

Portfolio Value

$6.9B

Holdings

411

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (411 positions)

#StockSharesValue% PortfolioType
101
RSGREPUBLIC SVCS INC
69,700$14.8M0.21%
102
WCNWASTE CONNECTIONS INC
83,561$14.7M0.21%
103
SCISERVICE CORP INTL
180,278$14.1M0.20%
104
CLHCLEAN HARBORS INC
59,854$14.0M0.20%
105
WMSADVANCED DRAIN SYS INC DEL
96,795$14.0M0.20%
106
STESTERIS PLC
53,989$13.7M0.20%
107
GEGGEO GROUP INC NEW
841,405$13.6M0.20%
108
VLTOVERALTO CORP
132,532$13.2M0.19%
109
ECLECOLAB INC
48,244$12.7M0.18%
110
BBDBANCO BRADESCO S A
3,617,532$12.0M0.17%
111
CNMCORE & MAIN INC
220,513$11.5M0.17%
112
METAMETA PLATFORMS INC
17,318$11.4M0.17%
113
AWRAMER STATES WTR CO
150,034$10.9M0.16%
114
TTEKTETRA TECH INC NEW
323,654$10.9M0.16%
115
ARCOARCOS DORADOS HOLDINGS INC
1,447,814$10.6M0.15%
116
JT5MUELLER WTR PRODS INC
429,580$10.2M0.15%
117
AOSSMITH A O CORP
149,861$10.0M0.14%
118
GOOGALPHABET INC
30,789$9.7M0.14%
119
FUTUFUTU HLDGS LTD
56,885$9.3M0.14%
120
YMMFULL TRUCK ALLIANCE CO LTD
853,980$9.2M0.13%
121
FOXFOX CORP
134,299$8.7M0.13%
122
LKQ1LKQ CORP
285,140$8.6M0.12%
123
FMXFOMENTO ECONOMICO MEXICANO S
85,067$8.6M0.12%
124
EMBJEMBRAER S.A.
124,687$8.0M0.12%
125
CPRTCOPART INC
200,193$7.8M0.11%
126
PAASPAN AMERN SILVER CORP
149,451$7.7M0.11%
127
SQMSOCIEDAD QUIMICA Y MINERA DE
103,127$7.1M0.10%
128
AUANGLOGOLD ASHANTI PLC
82,503$7.0M0.10%
129
XOMEXXON MOBIL CORP
53,416$6.4M0.09%
130
WMTWALMART INC
52,827$5.9M0.09%
131
BMIBADGER METER INC
33,289$5.8M0.08%
132
NWSNEWS CORP NEW
192,313$5.7M0.08%
133
TSLATESLA INC
12,406$5.6M0.08%
134
JNJJOHNSON & JOHNSON
24,412$5.1M0.07%
135
JPMJPMORGAN CHASE & CO.
13,946$4.5M0.06%
136
ORCLORACLE CORP
22,310$4.3M0.06%
137
WELLWELLTOWER INC
22,251$4.1M0.06%
138
BKNGBOOKING HOLDINGS INC
738$4.0M0.06%
139
ABBVABBVIE INC
16,622$3.8M0.05%
140
BMYBRISTOL-MYERS SQUIBB CO
66,741$3.6M0.05%
141
GILDGILEAD SCIENCES INC
28,498$3.5M0.05%
142
WITWIPRO LTD
1,189,500$3.4M0.05%
143
CSCOCISCO SYS INC
43,490$3.3M0.05%
144
MUMICRON TECHNOLOGY INC
11,689$3.3M0.05%
145
IBMINTERNATIONAL BUSINESS MACHS
10,969$3.2M0.05%
146
PFEPFIZER INC
130,052$3.2M0.05%
147
LRCXLAM RESEARCH CORP
18,616$3.2M0.05%
148
BACBANK AMERICA CORP
56,342$3.1M0.04%
149
FOXAFOX CORP
39,723$2.9M0.04%
150
BRK/BBERKSHIRE HATHAWAY INC DEL
5,688$2.9M0.04%
151
TEAMATLASSIAN CORPORATION
17,553$2.8M0.04%
152
OREALTY INCOME CORP
50,417$2.8M0.04%
153
CNCCENTENE CORP DEL
67,228$2.8M0.04%
154
MAMASTERCARD INCORPORATED
4,817$2.7M0.04%
155
TRVCCITIGROUP INC
23,362$2.7M0.04%
156
CBCHUBB LIMITED
8,315$2.6M0.04%
157
ADBEADOBE INC
7,347$2.6M0.04%
158
EQIXEQUINIX INC
3,335$2.6M0.04%
159
VVISA INC
7,141$2.5M0.04%
160
PLTRPALANTIR TECHNOLOGIES INC
13,932$2.5M0.04%
161
ANETARISTA NETWORKS INC
18,823$2.5M0.04%
162
SPGSIMON PPTY GROUP INC NEW
13,063$2.4M0.03%
163
BACVERIZON COMMUNICATIONS INC
57,793$2.4M0.03%
164
NGGNATIONAL GRID PLC
30,340$2.3M0.03%
165
LINLINDE PLC
5,469$2.3M0.03%
166
ZMZOOM COMMUNICATIONS INC
26,862$2.3M0.03%
167
INTUINTUIT
3,500$2.3M0.03%
168
FQIDIGITAL RLTY TR INC
14,590$2.3M0.03%
169
VRSNVERISIGN INC
9,150$2.2M0.03%
170
PEPPEPSICO INC
15,473$2.2M0.03%
171
ACNACCENTURE PLC IRELAND
8,215$2.2M0.03%
172
AVBAVALONBAY CMNTYS INC
12,089$2.2M0.03%
173
TAT&T INC
87,794$2.2M0.03%
174
MOALTRIA GROUP INC
37,115$2.1M0.03%
175
AMDADVANCED MICRO DEVICES INC
9,975$2.1M0.03%
176
LVSLAS VEGAS SANDS CORP
31,506$2.0M0.03%
177
HDHOME DEPOT INC
5,886$2.0M0.03%
178
RBLXROBLOX CORP
24,956$2.0M0.03%
179
ALNYALNYLAM PHARMACEUTICALS INC
5,039$2.0M0.03%
180
VALEVALE S A
141,560$1.8M0.03%
181
AMATAPPLIED MATLS INC
7,175$1.8M0.03%
182
BAPCREDICORP LTD
6,418$1.8M0.03%
183
SHELSHELL PLC
24,695$1.8M0.03%
184
UPSUNITED PARCEL SERVICE INC
18,292$1.8M0.03%
185
SHOPSHOPIFY INC
11,184$1.8M0.03%
186
PGPROCTER AND GAMBLE CO
12,173$1.7M0.03%
187
SCHWSCHWAB CHARLES CORP
17,206$1.7M0.02%
188
LXPLXP INDUSTRIAL TRUST
33,690$1.7M0.02%
189
PNCPNC FINL SVCS GROUP INC
7,933$1.7M0.02%
190
REGNREGENERON PHARMACEUTICALS
2,145$1.7M0.02%
191
DKNGDRAFTKINGS INC NEW
47,230$1.6M0.02%
192
KOCOCA COLA CO
22,946$1.6M0.02%
193
PANWPALO ALTO NETWORKS INC
8,638$1.6M0.02%
194
COPCONOCOPHILLIPS
16,978$1.6M0.02%
195
GTLSCHART INDS INC
7,586$1.6M0.02%
196
DISDISNEY WALT CO
13,741$1.6M0.02%
197
STXSEAGATE TECHNOLOGY HLDNGS PL
5,656$1.6M0.02%
198
BRXBRIXMOR PPTY GROUP INC
59,020$1.5M0.02%
199
GEVGE VERNOVA INC
2,369$1.5M0.02%
200
BMTABRITISH AMERN TOB PLC
27,251$1.5M0.02%
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