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
Blackrock Inc
-
$612 Million 0.01% of portfolio
-
Q4 2025 Added 39.85%
$5.22B
$485 Million 0.01% of portfolio
5,121
Q4 2025 Reduced 12.77%
$6.61B
$465 Million 0.01% of portfolio
13,980
Q4 2025 Reduced 10.96%
$3.1B
$398 Million 0.01% of portfolio
41,298
Q4 2025 Reduced 58.42%
$33.9B
$361 Million 0.01% of portfolio
1,615
Q4 2025 Reduced 74.35%
$17.1B
$346 Million 0.01% of portfolio
8,960
Q4 2025 New
$86.1B
$445 Million 0.01% of portfolio
1,374
Q4 2025 Added 17.44%
$26.6B
$755 Million 0.01% of portfolio
3,900
Q4 2025 Reduced 10.3%
$598M
$587 Million 0.01% of portfolio
29,745
Q4 2025 New
Amrize LTD
-
$431 Million 0.01% of portfolio
-
Q4 2025 New
$118B
$816 Million 0.01% of portfolio
3,009
Q4 2025 Added 22.37%
$41.4B
$397 Million 0.01% of portfolio
4,061
Q4 2025 Added 14.85%
$895M
$574 Million 0.01% of portfolio
52,116
Q4 2025 New
$72.4B
$522 Million 0.01% of portfolio
1,479
Q4 2025 Added 7.56%
$277B
$515 Million 0.01% of portfolio
5,606
Q4 2025 Reduced 60.29%
Smurfit Westrock PLC
-
$630 Million 0.01% of portfolio
-
Q4 2025 Added 131.07%
$136B
$696 Million 0.01% of portfolio
1,981
Q4 2025 Added 32.51%
$22.2B
$356 Million 0.01% of portfolio
13,607
Q4 2025 New
$10.3B
$394 Million 0.01% of portfolio
1,287
Q4 2025 Reduced 61.7%
$17.2B
$353 Million 0.01% of portfolio
2,084
Q4 2025 New
$79.6B
$888 Million 0.01% of portfolio
6,569
Q4 2025 Added 1.4%
$31.2B
$525 Million 0.01% of portfolio
6,790
Q4 2025 Reduced 36.95%
$258B
$952 Million 0.01% of portfolio
5,192
Q4 2025 Reduced 2.22%
$40.1B
$416 Million 0.01% of portfolio
168,569
Q3 2025 Reduced 87.18%
$159B
$465 Million 0.01% of portfolio
889
Q4 2025 Reduced 21.33%
Sandisk Corp
-
$483 Million 0.01% of portfolio
-
Q4 2025 Reduced 59.09%
$10.5B
$686 Million 0.01% of portfolio
5,779
Q2 2025 Reduced 7.1%
$31.1B
$357 Million 0.01% of portfolio
3,195
Q4 2025 New
$53.1B
$628 Million 0.01% of portfolio
2,120
Q4 2025 Added 157.91%
Ul Solutions Inc
-
$493 Million 0.01% of portfolio
-
Q4 2025 Reduced 0.22%
$255B
$703 Million 0.01% of portfolio
1,901
Q4 2025 Added 48.05%
$19.5B
$601 Million 0.01% of portfolio
1,325
Q4 2025 Added 13.44%
$96.9B
$560 Million 0.01% of portfolio
1,440
Q4 2025 Added 0.63%
$82.8B
$814 Million 0.01% of portfolio
2,957
Q4 2025 Added 14.7%
$177B
$962 Million 0.01% of portfolio
5,547
Q4 2025 Added 22.18%
$97.3B
$650 Million 0.01% of portfolio
7,715
Q4 2025 Added 18.71%
$18.5B
$543 Million 0.01% of portfolio
2,631
Q4 2025 New
$35.1B
$452 Million 0.01% of portfolio
4,477
Q4 2025 New
$100B
$735 Million 0.01% of portfolio
2,690
Q4 2025 Reduced 98.21%
$16.9B
$652 Million 0.01% of portfolio
3,356
Q4 2025 Reduced 14.41%
$19B
$739 Million 0.01% of portfolio
1,841
Q4 2025 Added 15.64%
$3.07B
$728 Million 0.01% of portfolio
28,200
Q4 2025 Reduced 14.91%
Heartflow Inc
-
$459 Million 0.01% of portfolio
-
Q4 2025 New
Coherent Corp
-
$758 Million 0.01% of portfolio
-
Q4 2025 New
$42.6B
$369 Million 0.01% of portfolio
2,681
Q4 2025 New
$9.65B
$443 Million 0.01% of portfolio
4,337
Q4 2025 New
$5.71B
$690 Million 0.01% of portfolio
1,755
Q2 2025 Reduced 7.09%
$23.2B
$460 Million 0.01% of portfolio
4,659
Q4 2025 Reduced 65.12%
$3.71B
$452 Million 0.01% of portfolio
25,835
Q4 2025 Reduced 28.46%

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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