Quilter Plc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Quilter Plc reported 123 stock positions worth $5.1 billion. Its top holding was Microsoft (MSFT) at 8.5% of the portfolio, followed by Amazon.com (AMZN, 7.2%) and Apple (AAPL, 5.5%). Compared with Q3 2024, it opened 8 new positions, sold out of 9, added to 39 and reduced 65. The biggest buy was Nvidia (NVDA, shares +17%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −8%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001770632
Portfolio Value
$5.1B (Q4 2024)
SEC Filing
0001770632-25-000001 ↗ filed Jan 29, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.2B Q1 2024 Q2 2024: $4.5B Q2 2024 Q3 2024: $4.9B Q3 2024 Q4 2024: $5.1B $5.1B Q4 2024 Q1 2025: $4.8B Q1 2025 Q2 2025: $5.5B Q2 2025 Q3 2025: $5.8B Q3 2025 Q4 2025: $6.0B Q4 2025 Q1 2026: $5.7B Q1 2026 Q2 2026: $6.6B Q2 2026

Holdings 123 stocks · $5.1B
MSFT Microsoft Corp. 8.54% 1,025,954 $432.4M Add +3.8%
AMZN Amazon.com Inc. 7.21% 1,663,526 $365.0M Add +0.9%
AAPL Apple Inc. 5.53% 1,118,355 $280.1M Reduce -1.8%
V Visa Inc. Class A 4.87% 779,534 $246.4M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 4.82% 538,361 $244.0M Reduce -8.2%
NVDA Nvidia Corp. 4.64% 1,748,616 $234.8M Add +17.3%
GOOGL Alphabet Inc. Class A 3.82% 1,022,373 $193.5M Reduce -6.7%
JPM JPMorgan Chase & Co. 3.48% 734,987 $176.2M Reduce -3.1%
NFLX Netflix Inc. 2.53% 143,757 $128.1M Add +8.2%
PANW Palo Alto Networks Inc. 2.48% 688,874 $125.3M Reduce -1.8%
TMO Thermo Fisher Scientific Inc. 2.42% 235,304 $122.4M Add +8.9%
TSM Taiwan Semiconductor-SP ADR 2.31% 593,334 $117.2M Reduce -10.2%
AMD Advanced Micro Devices 2.25% 941,202 $113.7M Add +3.9%
META Meta Platforms Inc. Class A 2.21% 190,942 $111.8M Add +10.0%
MRK Merck & Co. Inc. 2.20% 1,117,864 $111.2M Add +12.9%
ARES Ares Management Corp. Class A 2.18% 622,731 $110.2M Reduce -0.8%
INTU Intuit Inc. 2.02% 163,088 $102.5M Add +3.3%
EMR Emerson Electric Co. 1.88% 768,338 $95.2M Reduce -1.9%
ROK Rockwell Automation Inc. 1.87% 331,887 $94.8M Add +6.3%
TMUS T-Mobile US Inc. 1.87% 427,973 $94.5M Reduce -2.0%
KO The Coca-Cola Co. 1.80% 1,466,591 $91.3M Add +4.7%
CP Canadian Pacific Kansas City 1.72% 1,203,968 $87.1M Add +10.9%
URI United Rentals Inc. 1.51% 108,453 $76.4M Reduce -3.8%
EQIX Equinix Inc. 1.33% 71,523 $67.4M Add +11.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.33% 1,529,870 $67.2M Reduce -2.3%
MRSH Marsh & McLennan Cos 1.25% 298,907 $63.5M Add +6.9%
CVX Chevron Corp. 1.23% 431,265 $62.5M Reduce -11.5%
XOM Exxon Mobil Corp. 1.19% 559,963 $60.2M Add +47.9%
ZTS Zoetis Inc. 1.14% 353,674 $57.6M Add +17.9%
MKL Markel Group Inc. 1.13% 33,139 $57.2M Add +7.2%
MAR Marriott International Class A 1.09% 198,670 $55.4M Add +6.3%
MDLZ Mondelez International Inc. Class A 1.05% 889,192 $53.1M Add +3.0%
NEE Nextera Energy Inc. 1.04% 733,675 $52.6M Add +17.9%
SPGI S&P Global Inc. 0.99% 100,672 $50.1M Add +6.2%
CRM Salesforce Inc. 0.93% 140,308 $46.9M Reduce -9.7%
PFE Pfizer Inc. 0.87% 1,660,527 $44.1M Add +10.5%
SYK Stryker Corp. 0.79% 111,676 $40.2M Reduce -4.1%
UNP Union Pacific Corp. 0.75% 167,392 $38.2M Reduce -1.6%
NKE Nike Inc. Class B 0.60% 399,151 $30.2M Add +3.3%
AXP American Express Co. 0.53% 90,172 $26.8M Reduce -5.5%
AWK American Water Works Co. Inc. 0.50% 202,884 $25.3M Add +2.9%
XYL Xylem Inc. 0.47% 206,003 $23.9M Reduce -4.3%
WM Waste Management Inc. 0.41% 102,904 $20.8M Add +0.6%
GOOG Alphabet Inc. Class C 0.39% 104,292 $19.9M Reduce -9.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.38% 173,761 $19.3M Reduce -3.1%
FERG Ferguson Enterprises Inc. 0.38% 110,759 $19.2M Reduce -8.2%
WAT Waters Corp. 0.36% 49,566 $18.4M Reduce -18.5%
HON Honeywell International Inc. 0.36% 80,616 $18.2M Reduce -26.0%
ECL Ecolab Inc. 0.34% 73,393 $17.2M Add +5.4%
ADBE Adobe Inc. 0.32% 36,705 $16.3M Reduce -7.6%
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.30% 1,044,718 $15.0M Add +4.3%
MU Micron Technology Inc. 0.29% 176,256 $14.8M Reduce -9.9%
CAT Caterpillar Inc. 0.29% 40,329 $14.6M Reduce -3.3%
SON Sonoco Products Co. 0.29% 299,178 $14.6M Add +3.1%
DHR Danaher Corp. 0.28% 62,371 $14.3M Add +4.6%
TSLA Tesla Inc. 0.26% 32,246 $13.0M Reduce -28.4%
HD Home Depot Inc. 0.22% 28,551 $11.1M Reduce -9.2%
LLY Eli Lilly & Co. 0.22% 14,353 $11.1M Add +26.4%
PHYS Sprott Physical Gold Trust 0.20% 496,187 $10.0M Reduce -14.5%
PM Philip Morris International 0.19% 81,597 $9.8M Reduce -22.6%
RSG Republic Services Inc. 0.16% 39,232 $7.9M Add +0.1%
EA Electronic Arts Inc. 0.14% 50,160 $7.3M Reduce -5.5%
JNJ Johnson & Johnson 0.13% 46,860 $6.8M Reduce -6.8%
WTS Watts Water Technologies-A 0.13% 32,466 $6.6M Add +2.4%
BMY Bristol-Myers Squibb Co. 0.12% 107,818 $6.1M Add +56.6%
KW Kennedy-Wilson Holdings Inc. 0.08% 415,297 $4.1M Reduce -4.3%
AIG American International Group 0.07% 51,245 $3.7M Reduce -3.8%
PG The Procter & Gamble Co. 0.07% 21,700 $3.6M Add +1.2%
RY Royal Bank of Canada 0.07% 28,826 $3.5M Reduce -18.8%
GILD Gilead Sciences Inc. 0.07% 36,023 $3.3M Reduce -12.2%
CL Colgate-Palmolive Co. 0.07% 36,459 $3.3M Reduce -4.4%
BABA Alibaba Group Holding-SP ADR 0.05% 31,094 $2.6M Reduce -13.0%
ESS Essex Property Trust Inc. 0.05% 9,236 $2.6M Add +0.1%
COP Conocophillips 0.05% 25,369 $2.5M Reduce -6.4%
WMT Walmart Inc. 0.05% 25,411 $2.3M Reduce -31.4%
MCD McDonald's Corp. 0.04% 7,820 $2.3M Reduce -47.0%
PEP Pepsico Inc. 0.04% 14,816 $2.3M Add +1.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.04% 57,323 $2.2M Reduce -3.1%
DAR Darling Ingredients Inc. 0.04% 60,000 $2.0M New
DE Deere & Co. 0.04% 4,250 $1.8M Reduce -27.6%
VZ Verizon Communications Inc. 0.04% 44,751 $1.8M Reduce -13.5%
GE General Electric filed as GE AEROSPACE 0.03% 9,711 $1.6M Reduce -9.2%
VMC Vulcan Materials Co. 0.03% 5,872 $1.5M Add +8.1%
UPS United Parcel Service Class B 0.03% 11,338 $1.4M No change
GS Goldman Sachs Group Inc. 0.03% 2,447 $1.4M Reduce -17.9%
CBOE Cboe Global Markets Inc. 0.03% 6,620 $1.3M No change
MS Morgan Stanley 0.02% 9,595 $1.2M Add +59.5%
KVUE Kenvue Inc. 0.02% 54,656 $1.2M Reduce -4.1%
ABBV Abbvie Inc. 0.02% 6,469 $1.1M Reduce -15.7%
GIS General Mills Inc. 0.02% 17,906 $1.1M Reduce -23.4%
MO Altria Group Inc. 0.02% 21,118 $1.1M Reduce -0.8%
RTX RTX Corp. 0.02% 9,390 $1.1M Reduce -19.9%
WFC Wells Fargo & Co. 0.02% 15,323 $1.1M Reduce -11.0%
DG Dollar General Corp. 0.02% 13,757 $1.0M Reduce -19.2%
AMGN Amgen Inc. 0.02% 3,534 $921K Reduce -5.7%
DLB Dolby Laboratories Inc. Class A 0.02% 11,204 $875K Reduce -19.5%
L Loews Corp. 0.02% 10,230 $866K No change
CEF Sprott Physical Gold and Sil 0.02% 36,197 $860K Reduce -2.0%
LYV Live Nation Entertainment Inc. 0.02% 6,250 $809K No change
ATR Aptargroup Inc. 0.01% 4,696 $738K Reduce -11.6%
FCX Freeport-McMoran Inc. 0.01% 18,919 $720K Add +7.3%
TRI Thomson Reuters Corp. 0.01% 4,296 $689K Reduce -3.3%
TD Toronto-Dominion Bank 0.01% 10,975 $584K Reduce -6.8%
SLF Sun Life Financial Inc. 0.01% 9,291 $551K Reduce -9.7%
CSCO Cisco Systems Inc. 0.01% 7,883 $467K Reduce -1.9%
WBA Walgreens Boots Alliance Inc. 0.01% 47,717 $445K Reduce -28.9%
T AT&T Inc. 0.01% 18,780 $428K New
ABT Abbott Laboratories 0.01% 3,772 $427K Reduce -2.1%
MA Mastercard Inc. Class A 0.01% 707 $372K Reduce -11.0%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.01% 3,770 $366K No change
ALL Allstate Corp. 0.01% 1,700 $328K No change
ASML ASML Holding NV-NY Reg SHS 0.01% 432 $310K No change
PSX Phillips 66 0.01% 2,493 $284K No change
COST Costco Wholesale Corp. 0.01% 309 $283K New
GEV GE Vernova Inc. 0.00% 717 $236K Reduce -16.5%
BDX Becton Dickinson and Co. 0.00% 1,000 $227K New
WDAY Workday Inc. Class A 0.00% 875 $226K No change
BKNG Booking Holdings Inc. 0.00% 45 $224K New
SHOP Shopify Inc. Class A 0.00% 2,015 $214K New
BX Blackstone Inc. 0.00% 1,180 $203K New
B Barrick Gold Corp. 0.00% 10,685 $165K No change
FURY Fury Gold Mines Ltd. 0.00% 28,471 $11K No change
GLDG Goldmining Inc. 0.00% 10,000 $8K New

Portfolio Sells Q3 2024 → Q4 2024
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.2% 4.82% −0.69
URI United Rentals Inc. Reduce -3.8% 1.51% −0.35
CVX Chevron Corp. Reduce -11.5% 1.23% −0.23
MU Micron Technology Inc. Reduce -9.9% 0.29% −0.12
XYL Xylem Inc. Reduce -4.3% 0.47% −0.12
FERG Ferguson Enterprises Inc. Reduce -8.2% 0.38% −0.11
UNP Union Pacific Corp. Reduce -1.6% 0.75% −0.10
HON Honeywell International Inc. Reduce -26.0% 0.36% −0.10
ADBE Adobe Inc. Reduce -7.6% 0.32% −0.10
WAT Waters Corp. Reduce -18.5% 0.36% −0.08
PM Philip Morris International Reduce -22.6% 0.19% −0.07
SYK Stryker Corp. Reduce -4.1% 0.79% −0.06
MCD McDonald's Corp. Reduce -47.0% 0.04% −0.05
PHYS Sprott Physical Gold Trust Reduce -14.5% 0.20% −0.04
CAT Caterpillar Inc. Reduce -3.3% 0.29% −0.04
HD Home Depot Inc. Reduce -9.2% 0.22% −0.04
JNJ Johnson & Johnson Reduce -6.8% 0.13% −0.03
TSM Taiwan Semiconductor-SP ADR Reduce -10.2% 2.31% −0.03
BABA Alibaba Group Holding-SP ADR Reduce -13.0% 0.05% −0.03
RY Royal Bank of Canada Reduce -18.8% 0.07% −0.02
KW Kennedy-Wilson Holdings Inc. Reduce -4.3% 0.08% −0.02
WMT Walmart Inc. Reduce -31.4% 0.05% −0.02
CL Colgate-Palmolive Co. Reduce -4.4% 0.07% −0.02
DE Deere & Co. Reduce -27.6% 0.04% −0.01
GIS General Mills Inc. Reduce -23.4% 0.02% −0.01
VZ Verizon Communications Inc. Reduce -13.5% 0.04% −0.01
APH Amphenol Corp. Class A Sold out 0.00% −0.01
EA Electronic Arts Inc. Reduce -5.5% 0.14% −0.01
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.01
GE General Electric Reduce -9.2% 0.03% −0.01
ADP Automatic Data Processing Sold out 0.00% −0.01
DG Dollar General Corp. Reduce -19.2% 0.02% −0.01
BRO Brown & Brown Inc. Sold out 0.00% −0.01
COP Conocophillips Reduce -6.4% 0.05% −0.01
FAST Fastenal Co. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -15.7% 0.02% −0.01
TXN Texas Instruments Inc. Sold out 0.00% −0.01
RTX RTX Corp. Reduce -19.9% 0.02% −0.01
SLB SLB Ltd. Reduce -3.1% 0.04% −0.01
AMGN Amgen Inc. Reduce -5.7% 0.02% −0.01
AIG American International Group Reduce -3.8% 0.07% −0.01
KDP Keurig Dr Pepper Inc. Sold out 0.00% −0.01
SCHW Schwab (charles) Corp. Sold out 0.00% −0.00
DLB Dolby Laboratories Inc. Class A Reduce -19.5% 0.02% −0.00
GILD Gilead Sciences Inc. Reduce -12.2% 0.07% −0.00
KVUE Kenvue Inc. Reduce -4.1% 0.02% −0.00
TD Toronto-Dominion Bank Reduce -6.8% 0.01% −0.00
WBA Walgreens Boots Alliance Inc. Reduce -28.9% 0.01% −0.00
PSLV Sprott Physical Silver Trust Sold out 0.00% −0.00
ATR Aptargroup Inc. Reduce -11.6% 0.01% −0.00

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +17.3% 4.64% +0.94
AMZN Amazon.com Inc. Add +0.9% 7.21% +0.94
NFLX Netflix Inc. Add +8.2% 2.53% +0.61
XOM Exxon Mobil Corp. Add +47.9% 1.19% +0.28
META Meta Platforms Inc. Class A Add +10.0% 2.21% +0.18
EQIX Equinix Inc. Add +11.2% 1.33% +0.17
ROK Rockwell Automation Inc. Add +6.3% 1.87% +0.16
MAR Marriott International Class A Add +6.3% 1.09% +0.15
MKL Markel Group Inc. Add +7.2% 1.13% +0.14
BMY Bristol-Myers Squibb Co. Add +56.6% 0.12% +0.05
DAR Darling Ingredients Inc. New 0.04% +0.04
INTU Intuit Inc. Add +3.3% 2.02% +0.02
LLY Eli Lilly & Co. Add +26.4% 0.22% +0.01
MS Morgan Stanley Add +59.5% 0.02% +0.01
T AT&T Inc. New 0.01% +0.01
COST Costco Wholesale Corp. New 0.01% +0.01
BDX Becton Dickinson and Co. New 0.00% +0.00
BKNG Booking Holdings Inc. New 0.00% +0.00
SHOP Shopify Inc. Class A New 0.00% +0.00
BX Blackstone Inc. New 0.00% +0.00
VMC Vulcan Materials Co. Add +8.1% 0.03% +0.00
GLDG Goldmining Inc. New 0.00% +0.00
ESS Essex Property Trust Inc. Add +0.1% 0.05% −0.00
WTS Watts Water Technologies-A Add +2.4% 0.13% −0.00
FCX Freeport-McMoran Inc. Add +7.3% 0.01% −0.00
PG The Procter & Gamble Co. Add +1.2% 0.07% −0.00
RSG Republic Services Inc. Add +0.1% 0.16% −0.00
PEP Pepsico Inc. Add +1.0% 0.04% −0.01
SPGI S&P Global Inc. Add +6.2% 0.99% −0.01
PFE Pfizer Inc. Add +10.5% 0.87% −0.02
MRSH Marsh & McLennan Cos Add +6.9% 1.25% −0.02
WM Waste Management Inc. Add +0.6% 0.41% −0.02
ECL Ecolab Inc. Add +5.4% 0.34% −0.02
NEE Nextera Energy Inc. Add +17.9% 1.04% −0.03
SON Sonoco Products Co. Add +3.1% 0.29% −0.03
SBS Cia Saneamento Basico DE-ADR Add +4.3% 0.30% −0.04
DHR Danaher Corp. Add +4.6% 0.28% −0.06
ZTS Zoetis Inc. Add +17.9% 1.14% −0.06
AWK American Water Works Co. Inc. Add +2.9% 0.50% −0.09
MRK Merck & Co. Inc. Add +12.9% 2.20% −0.10
NKE Nike Inc. Class B Add +3.3% 0.60% −0.10
MSFT Microsoft Corp. Add +3.8% 8.54% −0.14
CP Canadian Pacific Kansas City Add +10.9% 1.72% −0.17
MDLZ Mondelez International Inc. Class A Add +3.0% 1.05% −0.25
KO The Coca-Cola Co. Add +4.7% 1.80% −0.25
TMO Thermo Fisher Scientific Inc. Add +8.9% 2.42% −0.31
AMD Advanced Micro Devices Add +3.9% 2.25% −0.79

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 131$6.6BNVDA, AMD, MSFT, AMZN, GOOGL
Q1 2026 124$5.7BMSFT, NVDA, AMZN, GOOGL, AAPL
Q4 2025 129$6.0BMSFT, NVDA, AMZN, AAPL, GOOGL
Q3 2025 126$5.8BMSFT, NVDA, AMZN, AAPL, V
Q2 2025 129$5.5BMSFT, AMZN, NVDA, V, AAPL
Q1 2025 124$4.8BMSFT, AMZN, V, AAPL, NVDA
Q4 2024 123$5.1BMSFT, AMZN, AAPL, V, BRK.B
Q3 2024 124$4.9BMSFT, AMZN, BRK.B, AAPL, V
Q2 2024 117$4.5BMSFT, AMZN, AAPL, GOOGL, V
Q1 2024 120$4.2BMSFT, AMZN, GOOGL, V, AAPL