Rathbones Group PLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$15.5B

Holdings

615

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (615 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP USD 0.00000625 Common Stock
3,027,214$1.1B7.34%
2
VVISA INC USD0.0001 Common Stock
3,138,834$817.2M5.27%
3
AMZNAMAZON COM INC USD0.01 Common Stock
4,404,842$669.3M4.31%
4
AAPLAPPLE INC NPV Common Stock
3,084,224$593.8M3.83%
5
GOOGLALPHABET INC USD0.001 Cls A Common Stock
3,998,296$558.5M3.60%
6
JPMJP MORGAN CHASE & CO USD1 Common Stock
2,434,170$414.1M2.67%
7
ACNACCENTURE PLC New A Class Shares
955,289$335.2M2.16%
8
KOCOCA-COLA CO USD0.25 Common Stock
5,603,044$330.2M2.13%
9
BRK/BBERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock
923,723$329.5M2.12%
10
TMOTHERMO FISHER SCIENTIFIC INC USD1 Common Stock
617,320$327.7M2.11%
11
GOOGALPHABET INC USD0.001 Class C Capital Stock
2,026,355$285.6M1.84%
12
NVDANVIDIA CORP USD0.001 Common Stock
562,695$278.7M1.80%
13
ABTABBOTT LABORATORIES NPV Common Stock
2,263,734$249.2M1.61%
14
ADBEADOBE INC NPV Common Stock
417,287$249.0M1.60%
15
CMECME GROUP INC USD0.01 Cls A Common Stock
1,048,489$220.8M1.42%
16
MAMASTERCARD INC USD0.0001 Class A Common Stock
499,353$213.0M1.37%
17
LINLINDE PLC EUR0.001 Common Shares
510,858$209.8M1.35%
18
JNJJOHNSON & JOHNSON USD1 Common Stock
1,316,677$206.4M1.33%
19
COSTCOSTCO CORP NPV Common Stock
303,362$200.3M1.29%
20
HDHOME DEPOT INC USD0.05 Common Stock
543,774$188.4M1.21%
21
SPGIS&P GLOBAL INC USD1 Common Stock
413,979$182.4M1.18%
22
APHAMPHENOL CORP USD0.001 Cls A Common Stock
1,711,935$169.7M1.09%
23
DC4DEXCOM INC USD0.001 Common Stock
1,344,334$166.8M1.08%
24
ISRGINTUITIVE SURGICAL INC USD0.001 Common Stock
483,894$163.2M1.05%
25
DISWALT DISNEY (HLDGS) CO USD0.1 Common Stock
1,644,279$148.5M0.96%
26
INTUINTUIT INC USD0.01 Common Stock
232,759$145.5M0.94%
27
EQIXEQUINIX INC USD0.001 New Common Stock
171,221$137.9M0.89%
28
ELESTEE LAUDER COS USD0.01 Class A Common Stock
935,485$136.8M0.88%
29
BSXBOSTON SCIENTIFIC USD0.01 Common Stock
2,345,468$135.6M0.87%
30
PANWPALO ALTO NETWORKS INC USD0.0001 Common Stock
457,890$135.0M0.87%
31
MCDMCDONALD'S CORP USD0.01 Common Stock
450,811$133.7M0.86%
32
BKNGBOOKING HOLDINGS INC USD0.008 Common Stock
37,418$132.7M0.86%
33
MDLZMONDELEZ INTL INC USD0.01 Common Stock
1,820,480$131.9M0.85%
34
MRKMERCK & CO INC USD0.50 Common Stock
1,029,234$112.2M0.72%
35
NKENIKE INC NPV Cls B Common Stock
1,005,228$109.1M0.70%
36
MLMMARTIN MARIETTA MATERIALS USD0.01 Common Stock
212,727$106.1M0.68%
37
CITCINTAS CORP NPV Common Stock
171,653$103.4M0.67%
38
HONHONEYWELL INTL INC USD1 Common Stock
486,861$102.1M0.66%
39
WCNWASTE CONNECTIONS INC NPV Common Stock
681,063$101.7M0.66%
40
DEDEERE & CO USD1 Common Stock
253,009$101.2M0.65%
41
METAMETA PLATFORMS INC USD0.000006 Cls A Common Stock
282,288$99.9M0.64%
42
TJXTJX COMPANIES INC NPV Common Stock
1,059,123$99.4M0.64%
43
PGPROCTER & GAMBLE CO NPV Common Stock
662,259$97.0M0.63%
44
SCHWSCHWAB (CHARLES) CORP USD0.01 Common Stock
1,358,379$93.5M0.60%
45
SLBSCHLUMBERGER LTD USD0.01 Common Stock
1,748,023$91.0M0.59%
46
BRBROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock
439,217$90.4M0.58%
47
PEPPEPSICO INC USD0.016666 Cap
526,985$89.5M0.58%
48
APTVAPTIV PLC USD0.01 Common Stock
991,876$89.0M0.57%
49
ROLROLLINS INC USD1 Common Stock
1,992,713$87.0M0.56%
50
SHWSHERWIN-WILLIAMS USD1 Common Stock
267,347$83.4M0.54%
51
JBHTHUNT (JB) TRANSPORT SVCS INC USD0.01 Common Stock
416,359$83.2M0.54%
52
WMTWAL-MART STORES INC USD0.1 Common Stock
527,363$83.1M0.54%
53
UNHUNITED HEALTHCARE CORP USD0.01 Common Stock
152,807$80.4M0.52%
54
CSGPCOSTAR GROUP INC USD0.01 Common Stock
835,990$73.1M0.47%
55
AKXANSYS INC USD0.01 Common Stock
200,124$72.6M0.47%
56
SHOPSHOPIFY INC NPV Class A Common Stock
929,666$72.4M0.47%
57
EFXEQUIFAX INC USD1.25 Common Stock
292,710$72.4M0.47%
58
CBCHUBB LTD CHF24.15 Ordinary Shares
313,467$70.8M0.46%
59
MNSTMONSTER BEVERAGE CORP USD0.005 Common Stock
1,174,592$67.7M0.44%
60
FWONALIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk
1,045,813$66.0M0.43%
61
EWEDWARDS LIFESCIENCES CORP USD1 Common Stock
812,977$62.0M0.40%
62
ZTSZOETIS INC USD0.01 Cls A Common Stock
308,415$60.9M0.39%
63
ECLECOLAB INC USD1 Common Stock
306,400$60.8M0.39%
64
USBUS BANCORP DEL USD0.01 Common Stock
1,396,037$60.4M0.39%
65
WMWASTE MANAGEMENT INC NPV Common Stock
335,254$60.0M0.39%
66
CDNSCADENCE DESIGN SYSTEMS INC USD0.01 Common Stock
218,333$59.5M0.38%
67
LMTLOCKHEED MARTIN CO USD1 Common Stock
130,794$59.3M0.38%
68
DWDMORGAN STANLEY USD0.01 Common Stock
626,656$58.4M0.38%
69
COOCOOPER COS INC USD0.10 Common Stock
154,010$58.3M0.38%
70
AMTAMER TOWER CORP USD0.01 New Common Stock
268,968$58.1M0.37%
71
DFSEURDISCOVER FINANCIAL SERVICES USD0.01 Common Stock
514,282$57.8M0.37%
72
XYLXYLEM INC USD0.01 Common Stock
480,773$55.0M0.35%
73
CATCATERPILLAR INC USD1 Common Stock
183,898$54.4M0.35%
74
CPCANADIAN PAC KANSAS CITY LTD NPV Common Stock
682,305$54.0M0.35%
75
ULTAULTA BEAUTY INC USD0.01 Common Stock
108,314$53.1M0.34%
76
TSMTAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share
498,894$51.9M0.33%
77
DHRDANAHER CORP USD0.01 Common Stock
223,842$51.8M0.33%
78
BACBANK OF AMERICA CORP NPV Common Stock
1,512,583$50.9M0.33%
79
WECWEC ENERGY GROUP INC USD0.01 Common Stock
593,001$49.9M0.32%
80
APDAIR PRODUCTS & CHEMICALS INC USD1 Common Stock
181,693$49.7M0.32%
81
ADSKAUTODESK INC NPV Common Stock
199,456$48.6M0.31%
82
TRVCCITIGROUP INC USD0.01 Common Stock
914,877$47.1M0.30%
83
RHCRH PLC EUR0.32 Ordinary Shares (DI)
666,716$46.1M0.30%
84
FCXFREEPORT-MCMORAN INC USD0.10 Common Stock
1,068,546$45.5M0.29%
85
VOOVANGUARD INDEX FUNDS S&P 500 ETF (USD)
102,428$44.7M0.29%
86
GQ9SPDR GOLD TRUST NPV Shares ETF
231,812$44.3M0.29%
87
IDXXIDEXX LABORATORIES INC USD0.10 Common Stock
78,258$43.4M0.28%
88
LLYLILLY (ELI) & CO NPV Common Stock
74,322$43.3M0.28%
89
RTXRTX CORP USD1.00 Common Stock
506,614$42.6M0.27%
90
VRSKVERISK ANALYTICS INC USD0.001 Common Stock
175,772$42.0M0.27%
91
MRSHMARSH & MCLENNAN CO INC USD1 Common Stock
219,632$41.6M0.27%
92
SPYSPDR SERIES TRUST S&P 500 ETF Trust
87,479$41.6M0.27%
93
CVXCHEVRON CORP USD0.75 Common Stock
266,346$39.7M0.26%
94
OTISOTIS WORLDWIDE CORP USD0.01 Common Stock (WI)
414,582$37.1M0.24%
95
BDXBECTON DICKINSON & CO NPV Common Stock
133,699$32.6M0.21%
96
MRVLMARVELL TECHNOLOGY INC USD0.002 Common Stock
516,972$31.2M0.20%
97
BAHBOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock
242,182$31.0M0.20%
98
XOMEXXON MOBIL CORP NPV Common Stock
308,712$30.9M0.20%
99
RYROYAL BANK OF CANADA NPV Common Stock
301,173$30.6M0.20%
100
TSLATESLA INC USD0.001 Common Stock
119,866$29.8M0.19%
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