Diff de cartera
Aberdeen Group plc
Q1 2026 ⇄ Q2 2026
+45Agregado
−44Eliminada
200Redimensionado
29Sin cambios
Agregado (Q2 2026)
Eliminada (se mantenía en Q1 2026)
Posiciones redimensionadas
| Valor | Q1 2026 acciones | Q2 2026 acciones | Cambio |
|---|---|---|---|
| CVX CHEVRON CORPORATION | 1.91K | 517.71K | +26962.9% |
| FUTU FUTU HLDGS LTD | 242 | 52.81K | +21721.9% |
| PFE PFIZER INC | 20.74K | 3.79M | +18167.9% |
| SLB SLB LIMITED | 6.67K | 1.20M | +17914.1% |
| CASY CASEYS GEN STORES INC | 246 | 40.99K | +16561.4% |
| WSO WATSCO INC | 126 | 19.58K | +15441.3% |
| AHR AMERICAN HEALTHCARE… | 4.19K | 598.86K | +14182.3% |
| CARG CARGURUS INC | 5.27K | 457.15K | +8576.3% |
| KNF KNIFE RIVER CORP | 2.48K | 204.99K | +8175.8% |
| OXY OCCIDENTAL PETE CORP | 6.68K | 498.94K | +7371.4% |
| CLX CLOROX CO DEL | 452 | 32.65K | +7123.7% |
| INSM INSMED INC | 7.92K | 565.54K | +7039.8% |
| GTX GARRETT MOTION INC | 8.83K | 584.07K | +6515.4% |
| CAMT CAMTEK LTD | 1.65K | 108.69K | +6503.5% |
| SE SEA LTD | 1.41K | 91.86K | +6428.9% |
| BOOT BOOT BARN HLDGS INC | 1.61K | 104.25K | +6375.4% |
| LGND LIGAND PHARMACEUTICALS… | 1.24K | 74.75K | +5933.2% |
| KN KNOWLES CORP | 9.22K | 534.71K | +5696.9% |
| ARCB ARCBEST CORP | 1.86K | 104.18K | +5497.9% |
| CRL CHARLES RIV LABS INTL… | 2.59K | 133.68K | +5055.3% |
| SNEX STONEX GROUP INC | 3.63K | 175.65K | +4742.8% |
| IIPR INNOVATIVE INDL PPTYS… | 700 | 33.61K | +4701.4% |
| DCO DUCOMMUN INC DEL | 2.85K | 135.10K | +4648.5% |
| ECG EVERUS CONSTR GROUP | 3.60K | 168.04K | +4569.0% |
| NPO ENPRO INC | 1.18K | 54.40K | +4506.1% |
| EVRG EVERGY INC | 848 | 37.75K | +4352.1% |
| FIX COMFORT SYS USA INC | 130 | 5.38K | +4040.8% |
| META META PLATFORMS INC | 35.60K | 1.34M | +3676.6% |
| FANG DIAMONDBACK ENERGY INC | 2.07K | 73.73K | +3461.8% |
| PSX PHILLIPS 66 | 2.37K | 83.64K | +3426.3% |
| JBL JABIL INC | 405 | 14.07K | +3375.3% |
| COP CONOCOPHILLIPS | 14.28K | 444.42K | +3012.8% |
| GD GENERAL DYNAMICS CORP | 839 | 24.80K | +2856.0% |
| CF CF INDUSTRIES HOLD | 596 | 17.24K | +2792.6% |
| CCEP COCA-COLA EUROPACIFIC… | 868 | 24.77K | +2754.1% |
| KEYS KEYSIGHT TECHNOLOGIES… | 1.66K | 42.22K | +2443.1% |
| DVN DEVON ENERGY CORP NEW | 8.04K | 198.34K | +2368.4% |
| RKLB ROCKET LAB CORP | 1.62K | 38.16K | +2248.1% |
| NLY ANNALY CAPITAL… | 2.34K | 52.82K | +2153.4% |
| GGG GRACO INC | 659 | 12.78K | +1839.6% |
| HRL HORMEL FOODS CORP | 1.17K | 22.48K | +1822.7% |
| NBIX NEUROCRINE BIOSCIENCES… | 388 | 6.37K | +1541.5% |
| MELI MERCADOLIBRE INC | 1.70K | 27.79K | +1538.5% |
| J JACOBS SOLUTIONS INC | 9.00K | 115.90K | +1187.8% |
| ERIE ERIE INDTY CO | 100 | 1.21K | +1113.0% |
| IVT INVENTRUST PPTYS CORP | 27.19K | 320.62K | +1079.3% |
| BLDR BUILDERS FIRSTSOURCE INC | 419 | 4.77K | +1037.7% |
| FNF FIDELITY NATL FINL INC | 13.20K | 143.35K | +986.2% |
| KHC KRAFT HEINZ CO | 19.22K | 199.54K | +938.0% |
| KLAC KLA CORP | 25.39K | 248.12K | +877.3% |
| IRM IRON MTN INC DEL | 9.61K | 93.19K | +869.5% |
| ARGX ARGENX SE | 8.65K | 75.38K | +771.3% |
| YMM FULL TRUCK ALLIANCE CO… | 20.99K | 182.53K | +769.7% |
| ORKA ORUKA THERAPEUTICS INC | 75.68K | 646.94K | +754.8% |
| CRDO CREDO TECHNOLOGY GROUP… | 575 | 4.50K | +682.3% |
| JPM JPMORGAN CHASE & CO | 78.39K | 583.16K | +643.9% |
| P EVERPURE INC | 35.17K | 257.57K | +632.3% |
| FLEX FLEX LTD | 49.58K | 322.41K | +550.2% |
| VIV TELEFONICA BRASIL SA | 418.96K | 2.64M | +530.2% |
| CME CME GROUP INC | 32.18K | 199.42K | +519.8% |
| BURL BURLINGTON STORES INC | 6.20K | 36.87K | +495.0% |
| SBRA SABRA HEALTH CARE REIT… | 108.86K | 618.77K | +468.4% |
| VEEV VEEVA SYS INC | 12.89K | 72.20K | +460.3% |
| SNOW SNOWFLAKE INC | 27.50K | 152.87K | +455.9% |
| DOV DOVER CORP | 20.64K | 113.58K | +450.4% |
| PPL PPL CORP | 100.87K | 529.63K | +425.1% |
| GEN GEN DIGITAL INC | 66.17K | 338.95K | +412.2% |
| OTIS OTIS WORLDWIDE CORP | 59.09K | 301.24K | +409.8% |
| SW SMURFIT WESTROCK PLC | 65.08K | 327.88K | +403.8% |
| KRC KILROY REALTY CORP | 45.16K | 220.42K | +388.1% |
| HWM HOWMET AEROSPACE INC | 68.96K | 336.38K | +387.8% |
| IHS IHS HOLDING LIMITED | 66.10K | 319.25K | +383.0% |
| EPR EPR PPTYS | 27.30K | 131.67K | +382.4% |
| ON ON SEMICONDUCTOR CORP | 70.91K | 336.83K | +375.0% |
| MPWR MONOLITHIC PWR SYS INC | 7.31K | 33.86K | +363.0% |
| PH PARKER-HANNIFIN CORP | 23.70K | 108.94K | +359.7% |
| GOOGL ALPHABET INC | 1.43M | 6.51M | +356.5% |
| EMR EMERSON ELEC CO | 109.37K | 496.30K | +353.8% |
| FOX FOX CORP | 19.23K | 82.49K | +329.1% |
| CRM SALESFORCE INC | 228.90K | 978.42K | +327.4% |
| KEY KEYCORP | 137.59K | 587.25K | +326.8% |
| NWS NEWS CORP NEW | 18.35K | 78.03K | +325.2% |
| CSL CARLISLE COS INC | 4.00K | 17.00K | +324.7% |
| MSA MSA SAFETY INC | 22.85K | 96.38K | +321.9% |
| XYZ BLOCK INC | 80.28K | 337.56K | +320.5% |
| CFG CITIZENS FINL GROUP INC | 65.00K | 269.86K | +315.1% |
| UBER UBER TECHNOLOGIES INC | 294.21K | 1.22M | +314.9% |
| IBM INTERNATIONAL BUSINESS… | 248.76K | 1.02M | +308.3% |
| CVNA CARVANA CO | 17.98K | 72.92K | +305.6% |
| DXCM DEXCOM INC | 52.51K | 212.45K | +304.6% |
| FTNT FORTINET INC | 96.98K | 391.72K | +303.9% |
| DDOG DATADOG INC | 37.85K | 152.24K | +302.2% |
| AMT AMERICAN TOWER CORP | 121.06K | 486.85K | +302.2% |
| CSGP COSTAR GROUP INC | 63.62K | 254.52K | +300.1% |
| FI FISERV INC | 84.00K | 334.42K | +298.1% |
| GOOG ALPHABET INC | 1.35M | 5.30M | +293.1% |
| BALL BALL CORP | 71.32K | 280.37K | +293.1% |
| VRSK VERISK ANALYTICS INC | 22.38K | 87.09K | +289.2% |
| T AT&T INC | 1.09M | 4.14M | +278.8% |
| EBAY EBAY INC. | 81.81K | 309.22K | +278.0% |
| AFL AFLAC INC | 80.60K | 302.19K | +274.9% |
| TER TERADYNE INC | 25.81K | 96.37K | +273.4% |
| AMCR AMCOR PLC | 62.37K | 232.56K | +272.9% |
| FOXA FOX CORP | 31.44K | 116.97K | +272.0% |
| JCI JOHNSON CONTROLS… | 224.09K | 811.17K | +262.0% |
| KVUE KENVUE INC | 316.31K | 1.14M | +259.9% |
| ACGL ARCH CAP GROUP LTD | 63.17K | 226.27K | +258.2% |
| CL COLGATE PALMOLIVE CO | 133.01K | 475.45K | +257.4% |
| ORCL ORACLE CORP | 412.42K | 1.45M | +251.1% |
| WMT WALMART INC | 807.08K | 2.77M | +243.6% |
| MNST MONSTER BEVERAGE CORP… | 123.56K | 423.29K | +242.6% |
| ALLO ALLOGENE THERAPEUTICS… | 1.46M | 5.00M | +242.1% |
| HAL HALLIBURTON CO | 135.46K | 454.24K | +235.3% |
| PEP PEPSICO INC | 263.26K | 865.94K | +228.9% |
| HCA HCA HEALTHCARE INC | 30.89K | 98.46K | +218.7% |
| V VISA INC | 373.14K | 1.18M | +217.0% |
| QCOM QUALCOMM INC | 204.36K | 646.92K | +216.6% |
| NDAQ NASDAQ INC | 81.68K | 255.80K | +213.2% |
| AMAT APPLIED MATLS INC | 188.27K | 589.01K | +212.8% |
| BMY BRISTOL-MYERS SQUIBB CO | 569.56K | 1.74M | +205.8% |
Comparación de número bruto de acciones entre los dos trimestres seleccionados (tal como se declaró; los splits entre trimestres distantes no se ajustan aquí — las pestañas de cambio trimestral en la página del gestor sí están ajustadas por splits). Solo posiciones en acciones ordinarias con tickers mapeados.
Procedencia: Ambas instantáneas proceden de las tablas de información 13F analizadas del gestor (últimas versiones aceptadas).
← Volver al registro del gestor