Histórico do gestor · trimestre arquivado
Aristotle Capital Management, LLC
Los Angeles, CA · CIK 860644 · Registros EDGAR ↗
$49.96BValor reportado no 13F
192Posições
30.5%Peso do top-10
50.80Participações efetivas
n/aRotatividade est.
+0Novo
−0Saídas
O valor do portfólio 13F reportado abrange apenas posições compradas reportáveis em títulos americanos, sem caixa, renda fixa, posições vendidas ou ativos fora dos EUA. Não representa ativos sob gestão. Nenhum arquivamento anterior comparável; colunas de variação indisponíveis neste trimestre.
Exposição setorial
Serviços Financeiros
22.2%
Tecnologia
18.4%
Materiais Básicos
11.1%
Saúde
10.0%
Indústria
9.2%
Consumo Cíclico
7.3%
Utilidades
5.9%
Serviços de Comunicação
5.4%
Consumo Defensivo
5.1%
Energia
4.3%
Imóveis
1.2%
Participação no valor de ações ordinárias reportado; (±pp) vs trimestre anterior.
O portfólio · Q4 2025
| # | Valor mobiliário | Peso | Valor | Ações | Δ ações | Detido | |
|---|---|---|---|---|---|---|---|
| 1 | PH Parker-Hannifin Corporation | 4.8% | $2.39B | 2.71M | n/a | n/c | 1 |
| 2 | MSFT Microsoft Corporation | 3.4% | $1.70B | 3.52M | n/a | n/c | 1 |
| 3 | COF Capital One Financial… | 3.4% | $1.70B | 7.01M | n/a | n/c | 1 |
| 4 | GOOG Alphabet Inc. | 3.4% | $1.68B | 5.36M | n/a | n/c | 1 |
| 5 | WSM Williams-Sonoma, Inc. | 3.3% | $1.63B | 9.13M | n/a | n/c | 1 |
| 6 | CTVA Corteva, Inc. | 2.7% | $1.35B | 20.15M | n/a | n/c | 1 |
| 7 | SONY Sony Group Corporation | 2.6% | $1.29B | 50.31M | n/a | n/c | 1 |
| 8 | MLM Martin Marietta Materials… | 2.6% | $1.28B | 2.05M | n/a | n/c | 1 |
| 9 | AMP Ameriprise Financial, Inc. | 2.3% | $1.13B | 2.31M | n/a | n/c | 1 |
| 10 | AMGN Amgen Inc. | 2.2% | $1.08B | 3.29M | n/a | n/c | 1 |
| 11 | QCOM QUALCOMM Incorporated | 2.1% | $1.07B | 6.26M | n/a | n/c | 1 |
| 12 | ATO Atmos Energy Corporation | 2.1% | $1.07B | 6.37M | n/a | n/c | 1 |
| 13 | USB U.S. Bancorp | 2.1% | $1.05B | 19.66M | n/a | n/c | 1 |
| 14 | ECL Ecolab Inc. | 2.0% | $1.02B | 3.89M | n/a | n/c | 1 |
| 15 | WFC Wells Fargo & Company | 2.0% | $1.01B | 10.80M | n/a | n/c | 1 |
| 16 | AIG American International… | 1.9% | $940.02M | 10.99M | n/a | n/c | 1 |
| 17 | KO The Coca-Cola Company | 1.8% | $908.89M | 13.00M | n/a | n/c | 1 |
| 18 | PNC The PNC Financial Services… | 1.8% | $898.95M | 4.31M | n/a | n/c | 1 |
| 19 | LEN Lennar Corporation | 1.8% | $897.03M | 8.73M | n/a | n/c | 1 |
| 20 | UBER Uber Technologies, Inc. | 1.8% | $890.16M | 10.89M | n/a | n/c | 1 |
| 21 | SNPS Synopsys, Inc. | 1.8% | $889.48M | 1.89M | n/a | n/c | 1 |
| 22 | MUFG Mitsubishi UFJ Financial… | 1.8% | $874.64M | 55.14M | n/a | n/c | 1 |
| 23 | ALC Alcon Inc. | 1.7% | $873.06M | 11.07M | n/a | n/c | 1 |
| 24 | TDY Teledyne Technologies… | 1.7% | $871.98M | 1.71M | n/a | n/c | 1 |
| 25 | XEL Xcel Energy Inc. | 1.7% | $855.22M | 11.58M | n/a | n/c | 1 |
| 26 | GD General Dynamics Corporation | 1.7% | $852.20M | 2.53M | n/a | n/c | 1 |
| 27 | DHR Danaher Corporation | 1.7% | $848.20M | 3.71M | n/a | n/c | 1 |
| 28 | TTE TotalEnergies SE | 1.7% | $841.49M | 12.87M | n/a | n/c | 1 |
| 29 | BX Blackstone Inc. | 1.7% | $840.90M | 5.46M | n/a | n/c | 1 |
| 30 | LOW Lowe's Companies, Inc. | 1.7% | $826.23M | 3.43M | n/a | n/c | 1 |
| 31 | RPM RPM International Inc. | 1.6% | $807.40M | 7.76M | n/a | n/c | 1 |
| 32 | ADBE Adobe Inc. | 1.6% | $800.51M | 2.29M | n/a | n/c | 1 |
| 33 | VZ Verizon Communications Inc. | 1.6% | $799.64M | 19.63M | n/a | n/c | 1 |
| 34 | MCHP Microchip Technology… | 1.6% | $792.36M | 12.43M | n/a | n/c | 1 |
| 35 | AWK American Water Works… | 1.6% | $784.26M | 6.01M | n/a | n/c | 1 |
| 36 | CTRA Coterra Energy Inc. | 1.5% | $766.50M | 29.12M | n/a | n/c | 1 |
| 37 | MRK Merck & Co., Inc. | 1.5% | $766.39M | 7.28M | n/a | n/c | 1 |
| 38 | PG The Procter & Gamble Company | 1.4% | $701.93M | 4.90M | n/a | n/c | 1 |
| 39 | OSK Oshkosh Corp | 1.4% | $676.65M | 5.39M | n/a | n/c | 1 |
| 40 | MDT Medtronic plc | 1.3% | $665.67M | 6.93M | n/a | n/c | 1 |
| 41 | APD Air Products and Chemicals… | 1.3% | $659.47M | 2.67M | n/a | n/c | 1 |
| 42 | CFR Cullen/Frost Bankers, Inc. | 1.3% | $634.45M | 5.01M | n/a | n/c | 1 |
| 43 | ELS Equity LifeStyle… | 1.1% | $536.03M | 8.84M | n/a | n/c | 1 |
| 44 | BN Brookfield Corporation | 0.6% | $296.13M | 6.45M | n/a | n/c | 1 |
| 45 | CCJ Cameco Corporation | 0.6% | $284.65M | 3.11M | n/a | n/c | 1 |
| 46 | MKC McCormick & Company… | 0.5% | $259.92M | 3.82M | n/a | n/c | 1 |
| 47 | BAP Credicorp Ltd. | 0.4% | $217.96M | 759.39K | n/a | n/c | 1 |
| 48 | CCEP Coca-Cola Europacific… | 0.3% | $168.81M | 1.86M | n/a | n/c | 1 |
| 49 | EBKDY ERSTE GROUP BANK AG SPONS… | 0.3% | $155.62M | 2.58M | n/a | n/c | 1 |
| 50 | GSK GSK plc | 0.3% | $150.33M | 4.57M | n/a | n/c | 1 |
| 51 | SPY State Street SPDR S&P 500… | 0.3% | $147.60M | 216.43K | n/a | n/c | 1 |
| 52 | EBO.DE ERSTE GROUP BANK AG | 0.3% | $146.69M | 1.21M | n/a | n/c | 1 |
| 53 | ING ING Groep N.V. | 0.3% | $144.73M | 5.17M | n/a | n/c | 1 |
| 54 | HLN Haleon plc | 0.3% | $142.58M | 20.41M | n/a | n/c | 1 |
| 55 | SAFRY SAFRAN SA SPONS ADR | 0.3% | $142.17M | 1.63M | n/a | n/c | 1 |
| 56 | DBS GROUP HOLDINGS LTD (não mapeado) | n/a | $135.60M | 3.09M | n/a | n/a | |
| 57 | ACN Accenture plc | 0.3% | $131.18M | 488.91K | n/a | n/c | 1 |
| 58 | TT Trane Technologies plc | 0.3% | $129.82M | 333.56K | n/a | n/c | 1 |
| 59 | DBSDY DBS GROUP HLDGS LTD SPONS… | 0.3% | $127.74M | 728.54K | n/a | n/c | 1 |
| 60 | MUV2.DE MUENCHENER… | 0.2% | $122.68M | 185.80K | n/a | n/c | 1 |
| 61 | MS Morgan Stanley | 0.2% | $117.79M | 663.49K | n/a | n/c | 1 |
| 62 | STZ Constellation Brands, Inc. | 0.2% | $115.38M | 836.22K | n/a | n/c | 1 |
| 63 | SAF.PA SAFRAN SA | 0.2% | $111.42M | 319.00K | n/a | n/c | 1 |
| 64 | RHHBY ROCHE HLDG LTD SPONS ADR | 0.2% | $108.85M | 2.11M | n/a | n/c | 1 |
| 65 | MURGY MUENCHENER RUECK-UNSPONS ADR | 0.2% | $104.22M | 7.89M | n/a | n/c | 1 |
| 66 | NEM.DE NEMETSCHEK SE | 0.2% | $104.15M | 955.60K | n/a | n/c | 1 |
| 67 | DQJCY PAN PACIFIC INTERNATIONAL… | 0.2% | $103.94M | 8.74M | n/a | n/c | 1 |
| 68 | PAN PACIFIC INTERNATIONAL… (não mapeado) | n/a | $101.32M | 17.04M | n/a | n/a | |
| 69 | MONOTARO CO LTD (não mapeado) | n/a | $99.02M | 6.21M | n/a | n/a | |
| 70 | IR Ingersoll Rand Inc. | 0.2% | $98.67M | 1.25M | n/a | n/c | 1 |
| 71 | UL Unilever PLC | 0.2% | $95.40M | 1.46M | n/a | n/c | 1 |
| 72 | CVX Chevron Corporation | 0.2% | $91.61M | 601.09K | n/a | n/c | 1 |
| 73 | ROG.SW ROCHE HOLDING AG | 0.2% | $90.72M | 218.99K | n/a | n/c | 1 |
| 74 | SAMSUNG ELECTRONICS CO LTD (não mapeado) | n/a | $90.07M | 1.08M | n/a | n/a | |
| 75 | OTSKY OTSUKA HOLDINGS CO LTD… | 0.2% | $89.68M | 3.17M | n/a | n/c | 1 |
| 76 | ASAZY ASSA ABLOY AB ADR | 0.2% | $88.66M | 4.56M | n/a | n/c | 1 |
| 77 | ASHGY ASHTEAD GROUP PLC UNSPONS… | 0.2% | $87.06M | 1.23M | n/a | n/c | 1 |
| 78 | FRCOF FAST RETAILING CO LTD ADR | 0.2% | $85.63M | 2.36M | n/a | n/c | 1 |
| 79 | MONOY MONOTARO CO LTD UNSPONS ADR | 0.2% | $85.31M | 5.35M | n/a | n/c | 1 |
| 80 | WMMVY WAL-MART DE MEXICO SA SPONS… | 0.2% | $82.97M | 2.66M | n/a | n/c | 1 |
| 81 | DEO Diageo plc | 0.2% | $80.77M | 2.31M | n/a | n/c | 1 |
| 82 | OTSUKA HOLDINGS CO LTD (não mapeado) | n/a | $75.57M | 1.33M | n/a | n/a | |
| 83 | ASSA ABLOY AB (não mapeado) | n/a | $75.04M | 1.93M | n/a | n/a | |
| 84 | FANUY FANUC CORP ADR | 0.1% | $75.01M | 3.86M | n/a | n/c | 1 |
| 85 | LVMH MOET HENNESSY LOUIS VUITTON… (não mapeado) | n/a | $74.58M | 98.45K | n/a | n/a | |
| 86 | MGDDY CIE GENERALE DES… | 0.1% | $72.04M | 4.33M | n/a | n/c | 1 |
| 87 | AHT.L ASHTEAD GROUP PLC | 0.1% | $71.33M | 1.04M | n/a | n/c | 1 |
| 88 | LVMUY LVMH MOET HENNESSY LOUIS… | 0.1% | $69.38M | 458.16K | n/a | n/c | 1 |
| 89 | WAL-MART DE MEXICO SAB DE CV (não mapeado) | n/a | $67.45M | 21.61M | n/a | n/a | |
| 90 | EXPGY EXPERIAN GP LTD ADR | 0.1% | $67.18M | 1.49M | n/a | n/c | 1 |
| 91 | FAST RETAILING CO LTD (não mapeado) | n/a | $65.89M | 181.39K | n/a | n/a | |
| 92 | FANUF FANUC CORP | 0.1% | $64.32M | 1.66M | n/a | n/c | 1 |
| 93 | 1299.HK AIA GROUP LTD | 0.1% | $63.39M | 6.18M | n/a | n/c | 1 |
| 94 | DKILF DAIKIN INDUSTRIES LTD | 0.1% | $62.81M | 490.30K | n/a | n/c | 1 |
| 95 | RTO.L RENTOKIL INITIAL PLC | 0.1% | $60.61M | 10.07M | n/a | n/c | 1 |
| 96 | EFA iShares MSCI EAFE ETF | 0.1% | $57.95M | 603.42K | n/a | n/c | 1 |
| 97 | AAGIY AIA GROUP LTD SPONS ADR | 0.1% | $56.20M | 1.37M | n/a | n/c | 1 |
| 98 | RTO Rentokil Initial plc | 0.1% | $53.52M | 1.82M | n/a | n/c | 1 |
| 99 | DKILY DAIKIN INDS LTD UNSPONS ADR | 0.1% | $53.49M | 4.18M | n/a | n/c | 1 |
| 100 | AKZOY AKZO NOBEL N V SPONS ADR | 0.1% | $52.46M | 2.26M | n/a | n/c | 1 |
| 101 | EXPN.L EXPERIAN PLC | 0.1% | $52.41M | 1.16M | n/a | n/c | 1 |
| 102 | ALL.AX ARISTOCRAT LEISURE LTD | 0.1% | $49.89M | 1.29M | n/a | n/c | 1 |
| 103 | HINKF HEINEKEN N V SPONS ADR L1 | 0.1% | $49.44M | 1.21M | n/a | n/c | 1 |
| 104 | HEINEKEN NV (não mapeado) | n/a | $49.40M | 603.07K | n/a | n/a | |
| 105 | CIE GENERALE DES ETABLISSEMENTS… (não mapeado) | n/a | $48.01M | 1.44M | n/a | n/a | |
| 106 | DSM FIRMENICH AG ADR (não mapeado) | n/a | $43.85M | 5.46M | n/a | n/a | |
| 107 | FCFS FirstCash Holdings, Inc | 0.1% | $40.61M | 254.77K | n/a | n/c | 1 |
| 108 | SYIEY SYMRISE AG UNSPONS ADR | 0.1% | $39.32M | 1.95M | n/a | n/c | 1 |
| 109 | DSM-FIRMENICH AG (não mapeado) | n/a | $38.85M | 481.14K | n/a | n/a | |
| 110 | SY1.DE SYMRISE AG | 0.1% | $37.49M | 463.48K | n/a | n/c | 1 |
| 111 | AMUN.PA AMUNDI SA | 0.1% | $37.47M | 451.91K | n/a | n/c | 1 |
| 112 | AKZA.AS AKZO NOBEL NV | 0.1% | $33.98M | 488.79K | n/a | n/c | 1 |
| 113 | TOKYO CENTURY CORP (não mapeado) | n/a | $30.98M | 2.39M | n/a | n/a | |
| 114 | IWD iShares Russell 1000 Value… | 0.1% | $30.69M | 145.91K | n/a | n/c | 1 |
| 115 | SGOV iShares 0-3 Month Treasury… | 0.1% | $27.82M | 277.08K | n/a | n/c | 1 |
| 116 | JAZZ Jazz Pharmaceuticals plc | 0.1% | $27.00M | 158.84K | n/a | n/c | 1 |
| 117 | NCLH Norwegian Cruise Line… | 0.0% | $16.37M | 733.62K | n/a | n/c | 1 |
| 118 | DLB Dolby Laboratories, Inc. | 0.0% | $15.95M | 248.37K | n/a | n/c | 1 |
| 119 | ABBV AbbVie Inc. | 0.0% | $15.07M | 65.97K | n/a | n/c | 1 |
| 120 | ITOCF ITOCHU CORP | 0.0% | $12.58M | 998.50K | n/a | n/c | 1 |
| 121 | CATH GLOBAL X FDS | 0.0% | $10.79M | 131.27K | n/a | n/c | 1 |
| 122 | SMSN.IL SAMSUNG ELECTRONICS CO LTD… | 0.0% | $10.76M | 5.21K | n/a | n/c | 1 |
| 123 | CTAS Cintas Corporation | 0.0% | $6.90M | 36.71K | n/a | n/c | 1 |
| 124 | ABT Abbott Laboratories | 0.0% | $6.80M | 54.26K | n/a | n/c | 1 |
| 125 | EWY iShares MSCI South Korea ETF | 0.0% | $6.22M | 63.97K | n/a | n/c | 1 |
| 126 | RY Royal Bank of Canada | 0.0% | $5.88M | 34.49K | n/a | n/c | 1 |
| 127 | MICC The Magnum Ice Cream… | 0.0% | $5.39M | 338.02K | n/a | n/c | 1 |
| 128 | JNJ Johnson & Johnson | 0.0% | $5.32M | 25.71K | n/a | n/c | 1 |
| 129 | LEN-B Lennar Corporation | 0.0% | $5.09M | 53.49K | n/a | n/c | 1 |
| 130 | AXP American Express Company | 0.0% | $4.27M | 11.53K | n/a | n/c | 1 |
| 131 | ITW Illinois Tool Works Inc. | 0.0% | $4.16M | 16.89K | n/a | n/c | 1 |
| 132 | AER AerCap Holdings N.V. | 0.0% | $3.98M | 27.69K | n/a | n/c | 1 |
| 133 | XONA.DE Exxon Mobil Corporation | 0.0% | $3.81M | 31.62K | n/a | n/c | 1 |
| 134 | JPM JPMorgan Chase & Co. | 0.0% | $3.75M | 11.64K | n/a | n/c | 1 |
| 135 | KUBTY KUBOTA CORP ADR | 0.0% | $3.62M | 51.16K | n/a | n/c | 1 |
| 136 | MTB M&T Bank Corporation | 0.0% | $3.56M | 17.65K | n/a | n/c | 1 |
| 137 | PEP PepsiCo, Inc. | 0.0% | $3.51M | 24.47K | n/a | n/c | 1 |
| 138 | XYL Xylem Inc. | 0.0% | $3.46M | 25.43K | n/a | n/c | 1 |
| 139 | VTV Vanguard Morningstar Value… | 0.0% | $3.28M | 17.17K | n/a | n/c | 1 |
| 140 | BRK-A Berkshire Hathaway Inc. | 0.0% | $3.02M | 4 | n/a | n/c | 1 |
| 141 | ACWI iShares MSCI ACWI ETF | 0.0% | $2.66M | 18.79K | n/a | n/c | 1 |
| 142 | CHD Church & Dwight Co., Inc. | 0.0% | $2.36M | 28.17K | n/a | n/c | 1 |
| 143 | AAPL Apple Inc. | 0.0% | $2.17M | 8.00K | n/a | n/c | 1 |
| 144 | CBSH Commerce Bancshares, Inc. | 0.0% | $2.16M | 41.35K | n/a | n/c | 1 |
| 145 | SONY FINANCIAL GROUP INC UNSPONS… (não mapeado) | n/a | $1.91M | 365.50K | n/a | n/a | |
| 146 | GWW W.W. Grainger, Inc. | 0.0% | $1.85M | 1.83K | n/a | n/c | 1 |
| 147 | FELE Franklin Electric Co., Inc. | 0.0% | $1.71M | 17.95K | n/a | n/c | 1 |
| 148 | SYY Sysco Corporation | 0.0% | $1.54M | 20.92K | n/a | n/c | 1 |
| 149 | ITOCY ITOCHU CORP SPONS ADR | 0.0% | $1.49M | 11.76K | n/a | n/c | 1 |
| 150 | SFGYY SONY FINANCIAL GROUP INC | 0.0% | $1.40M | 1.33M | n/a | n/c | 1 |
| 151 | EMR Emerson Electric Co. | 0.0% | $1.27M | 9.60K | n/a | n/c | 1 |
| 152 | PFE Pfizer Inc. | 0.0% | $1.15M | 46.07K | n/a | n/c | 1 |
| 153 | HON Honeywell International Inc. | 0.0% | $1.10M | 5.62K | n/a | n/c | 1 |
| 154 | COST Costco Wholesale Corporation | 0.0% | $1.07M | 1.25K | n/a | n/c | 1 |
| 155 | VEA Vanguard FTSE Developed… | 0.0% | $1.07M | 17.15K | n/a | n/c | 1 |
| 156 | BRK-B Berkshire Hathaway Inc. | 0.0% | $1.04M | 2.08K | n/a | n/c | 1 |
| 157 | MMM 3M Company | 0.0% | $1.01M | 6.32K | n/a | n/c | 1 |
| 158 | SAMSUNG ELECTRONICS CO LTD (não mapeado) | n/a | $885,467 | 14.30K | n/a | n/a | |
| 159 | SJM The J. M. Smucker Company | 0.0% | $877,062 | 8.97K | n/a | n/c | 1 |
| 160 | ADSK Autodesk, Inc. | 0.0% | $843,904 | 2.85K | n/a | n/c | 1 |
| 161 | WFC-PL Wells Fargo & Company | 0.0% | $787,800 | 650 | n/a | n/c | 1 |
| 162 | V Visa Inc. | 0.0% | $771,562 | 2.20K | n/a | n/c | 1 |
| 163 | BAC Bank of America Corporation | 0.0% | $731,500 | 13.30K | n/a | n/c | 1 |
| 164 | KMB Kimberly-Clark Corporation | 0.0% | $705,221 | 6.99K | n/a | n/c | 1 |
| 165 | VEU Vanguard FTSE All-World… | 0.0% | $614,040 | 8.35K | n/a | n/c | 1 |
| 166 | DCI Donaldson Company, Inc. | 0.0% | $531,960 | 6.00K | n/a | n/c | 1 |
| 167 | DOV Dover Corporation | 0.0% | $507,624 | 2.60K | n/a | n/c | 1 |
| 168 | NSRGY NESTLE SA | 0.0% | $464,937 | 4.68K | n/a | n/c | 1 |
| 169 | GOOGL Alphabet Inc. | 0.0% | $427,871 | 1.37K | n/a | n/c | 1 |
| 170 | RTX RTX Corporation | 0.0% | $426,405 | 2.33K | n/a | n/c | 1 |
| 171 | UNP Union Pacific Corporation | 0.0% | $403,653 | 1.75K | n/a | n/c | 1 |
| 172 | PSX Phillips 66 | 0.0% | $350,239 | 2.71K | n/a | n/c | 1 |
| 173 | ZBH Zimmer Biomet Holdings, Inc. | 0.0% | $344,663 | 3.83K | n/a | n/c | 1 |
| 174 | SBUX Starbucks Corporation | 0.0% | $336,840 | 4.00K | n/a | n/c | 1 |
| 175 | CMA Comerica Incorporated | 0.0% | $299,648 | 3.45K | n/a | n/c | 1 |
| 176 | ORCL Oracle Corporation | 0.0% | $292,365 | 1.50K | n/a | n/c | 1 |
| 177 | WMT Walmart Inc. | 0.0% | $269,055 | 2.42K | n/a | n/c | 1 |
| 178 | CMI Cummins Inc. | 0.0% | $247,568 | 485 | n/a | n/c | 1 |
| 179 | GLW Corning Inc | 0.0% | $245,168 | 2.80K | n/a | n/c | 1 |
| 180 | PM Philip Morris International… | 0.0% | $221,994 | 1.38K | n/a | n/c | 1 |
| 181 | CINF Cincinnati Financial… | 0.0% | $216,594 | 1.33K | n/a | n/c | 1 |
| 182 | ETR Entergy Corporation | 0.0% | $210,740 | 2.28K | n/a | n/c | 1 |
| 183 | KUBOTA CORP (não mapeado) | n/a | $35,352 | 2.50K | n/a | n/a |
Apenas posições de ações ordinárias (SH); linhas de opções estão na aba Opções e nunca são compensadas. ✂ = variação calculada em relação às ações anteriores ajustadas por desdobramento. "Mantido N+" = mantido em todos os trimestres da nossa janela, possivelmente por mais tempo.
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
| Valor mobiliário | Ações | Anterior | Variação | Valor | Peso | Sequência |
|---|---|---|---|---|---|---|
| Nenhuma neste trimestre. | ||||||
Idade da posição
1660–1 trimestres
Trimestres consecutivos em que cada posição atual foi reportada, dentro da nossa janela de dados.
Gestores similares
| Gestor | Posições comuns | Sobreposição de nomes | Similaridade ponderada | |
|---|---|---|---|---|
| Fayez Sarofim & Co | 70 | 17.0% | 0.2092 | Comparar ⇄ |
| Baird Financial Group, Inc. | 131 | 6.7% | 0.2002 | Comparar ⇄ |
| Brown Advisory Inc | 121 | 8.1% | 0.1975 | Comparar ⇄ |
| Aberdeen Group plc | 104 | 10.3% | 0.1713 | Comparar ⇄ |
| Markel Group | 36 | 13.0% | 0.169 | Comparar ⇄ |
| Aviva Plc | 106 | 11.5% | 0.1536 | Comparar ⇄ |
| Chevy Chase Trust Holdings, LLC | 107 | 14.7% | 0.1528 | Comparar ⇄ |
| PFA Pension, Forsikringsaktieselskab | 80 | 15.3% | 0.1511 | Comparar ⇄ |
Similaridade apenas de posições compradas reportadas; hedges e ativos fora do 13F são invisíveis. Metodologia
Histórico de registros
Aug 14 2026
13F-HR · período Q2 2026
$47.68B · 212 posições listadas · Ver filing original na SEC ↗
May 15 2026
13F-HR · período Q1 2026
$47.78B · 191 posições listadas · Ver filing original na SEC ↗
Feb 17 2026
13F-HR · período Q4 2025
$49.96B · 192 posições listadas · Ver filing original na SEC ↗
Nov 14 2025
13F-HR · período Q3 2025
$51.75B · 193 posições listadas · Ver filing original na SEC ↗
Aug 14 2025
13F-HR · período Q2 2025
$51.92B · 184 posições listadas · Ver filing original na SEC ↗
Proveniência: Todas as posições analisadas das tabelas de informação do 13F deste gestor no SEC EDGAR; valores conforme reportado, em USD inteiro. As variações comparam a versão mais recente aceita de cada trimestre (emendas incorporadas) com base em contagens de ações ajustadas por desdobramentos.
Período de referência: Q4 2025 · último registro Aug 14, 2026 ·
Metodologia de variação