Perpetual LTD Portfolio Holdings

Perpetual LTD

  • $6.91 Trillion
  • Q4 2025

Perpetual LTD has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $6.91 Trillion distributed in 741 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sempra Energy with a value of $283B, Microsoft Corp with a value of $238B, Atmos Energy Corp with a value of $234B, Philip Morris International Inc. with a value of $232B, and Intercontinental Exchange, Inc. with a value of $216B.

Examining the 13F form we can see an decrease of $1.14T in the current position value, from $8.06T to 6.91T.

Perpetual LTD is based out at Sydney, New South Wales, C3

Below you can find more details about Perpetual LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.91 Trillion
Technology: $1.08 Trillion
Industrials: $893 Billion
Basic Materials: $872 Billion
Financial Services: $851 Billion
Utilities: $700 Billion
Healthcare: $484 Billion
Communication Services: $427 Billion
Consumer Cyclical: $411 Billion
Other: $629 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.3B
$1.56 Billion 0.02% of portfolio
5,656
Q4 2025 Reduced 17.87%
Lxp Industrial Trust
-
$1.67 Billion 0.02% of portfolio
-
Q4 2025 New
$169B
$1.13 Billion 0.02% of portfolio
7,366
Q4 2025 Added 225.5%
$123B
$1.48 Billion 0.02% of portfolio
3,064
Q3 2025 Added 12.77%
$291B
$1.19 Billion 0.02% of portfolio
2,077
Q4 2025 Added 25.35%
$74.3B
$1.66 Billion 0.02% of portfolio
7,933
Q4 2025 Added 3.36%
$77.2B
$1.24 Billion 0.02% of portfolio
5,097
Q4 2025 Added 10.49%
$86.4B
$1.17 Billion 0.02% of portfolio
3,750
Q4 2025 Added 27.51%
$14.2B
$1.52 Billion 0.02% of portfolio
46,262
Q4 2025 New
$120B
$1.08 Billion 0.02% of portfolio
36,064
Q4 2025 Added 94.67%
$113B
$1.59 Billion 0.02% of portfolio
16,978
Q4 2025 Added 8.73%
$15.6B
$1.35 Billion 0.02% of portfolio
22,986
Q4 2025 Added 1.09%
$50.1B
$1.08 Billion 0.02% of portfolio
6,258
Q4 2025 Added 2.05%
Ge Vernova Inc
-
$1.55 Billion 0.02% of portfolio
-
Q4 2025 Reduced 41.56%
$317B
$1.2 Billion 0.02% of portfolio
12,872
Q4 2025 Added 38.04%
$68.9B
$1.09 Billion 0.02% of portfolio
3,767
Q4 2025 Added 15.16%
$170B
$1.14 Billion 0.02% of portfolio
7,410
Q4 2025 Added 22.0%
$11.1B
$1.3 Billion 0.02% of portfolio
40,472
Q4 2025 Added 67.85%
$100B
$1.05 Billion 0.02% of portfolio
12,962
Q4 2025 Reduced 54.46%
$4.26B
$1.31 Billion 0.02% of portfolio
27,000
Q4 2025 Reduced 26.47%
$22.4B
$1.09 Billion 0.02% of portfolio
18,112
Q4 2025 Added 61.8%
$40.2B
$1.06 Billion 0.02% of portfolio
3,741
Q4 2025 Reduced 65.31%
$193B
$1.56 Billion 0.02% of portfolio
13,741
Q4 2025 Added 242.24%
$23.5B
$1.27 Billion 0.02% of portfolio
9,550
Q4 2025 Added 3.84%
$65.2B
$1.09 Billion 0.02% of portfolio
2,132
Q4 2025 Added 7.73%
$183B
$1.47 Billion 0.02% of portfolio
4,502
Q4 2025 Added 54.87%
$115B
$1.44 Billion 0.02% of portfolio
3,065
Q4 2025 Added 97.23%
$13.3B
$1.63 Billion 0.02% of portfolio
47,230
Q4 2025 Added 73.75%
$228B
$1.1 Billion 0.02% of portfolio
8,782
Q4 2025 Added 28.15%
$306B
$1.6 Billion 0.02% of portfolio
22,946
Q4 2025 Added 24.59%
$404B
$1.53 Billion 0.02% of portfolio
1,772
Q4 2025 Added 7.07%
$25.4B
$1.26 Billion 0.02% of portfolio
56,370
Q4 2025 Added 579.73%
$13.3B
$377 Million 0.01% of portfolio
19,103
Q4 2025 New
$73.2B
$858 Million 0.01% of portfolio
253
Q4 2025 Added 7.2%
$111B
$742 Million 0.01% of portfolio
1,636
Q4 2025 New
$9.75B
$908 Million 0.01% of portfolio
4,399
Q2 2025 Reduced 0.63%
$3.55B
$612 Million 0.01% of portfolio
27,311
Q4 2025 Reduced 67.7%
$3.12B
$560 Million 0.01% of portfolio
9,212
Q4 2025 Added 35.83%
$32.7B
$586 Million 0.01% of portfolio
3,617
Q4 2025 Reduced 97.59%
$74.3B
$373 Million 0.01% of portfolio
6,202
Q3 2025 New
$39.9B
$468 Million 0.01% of portfolio
4,148
Q4 2025 New
$4.67B
$711 Million 0.01% of portfolio
11,907
Q4 2025 Added 31.16%
$17B
$714 Million 0.01% of portfolio
10,664
Q4 2025 New
$15.4B
$746 Million 0.01% of portfolio
5,488
Q4 2025 Added 7.86%
$20.5B
$357 Million 0.01% of portfolio
5,095
Q4 2025 New
$68.5B
$727 Million 0.01% of portfolio
5,635
Q4 2025 Added 114.75%
$15.6B
$498 Million 0.01% of portfolio
19,230
Q4 2025 Added 167.79%
$132B
$558 Million 0.01% of portfolio
2,449
Q4 2025 Added 56.49%
$72.3B
$391 Million 0.01% of portfolio
3,544
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 741
  • Current Value $6.91 Trillion
  • Prior Value $8.06 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 77 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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