Quilter Plc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Quilter Plc reported 129 stock positions worth $5.5 billion. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Amazon.com (AMZN, 6.5%) and Nvidia (NVDA, 6.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 39 and reduced 66. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Visa Class A (V, shares −1%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001770632
Portfolio Value
$5.5B (Q2 2025)
SEC Filing
0001770632-25-000011 ↗ filed Aug 12, 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 Q4 2024 Q1 2025: $4.8B Q1 2025 Q2 2025: $5.5B $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 129 stocks · $5.5B
MSFT Microsoft Corp. 9.51% 1,047,335 $521.0M Add +0.6%
AMZN Amazon.com Inc. 6.54% 1,632,921 $358.2M Reduce -2.9%
NVDA Nvidia Corp. 6.27% 2,174,756 $343.6M Add +4.0%
V Visa Inc. Class A 4.93% 760,816 $270.1M Reduce -0.8%
AAPL Apple Inc. 4.78% 1,276,559 $261.9M Add +7.3%
JPM JPMorgan Chase & Co. 3.79% 715,816 $207.5M Reduce -1.1%
NFLX Netflix Inc. 3.46% 141,665 $189.7M Reduce -3.4%
META Meta Platforms Inc. Class A 3.12% 231,254 $170.7M Add +10.1%
PANW Palo Alto Networks Inc. 3.04% 813,995 $166.6M Add +1.8%
GOOGL Alphabet Inc. Class A 2.70% 840,211 $148.1M Reduce -6.2%
AMD Advanced Micro Devices 2.62% 1,009,659 $143.3M Add +3.6%
TSM Taiwan Semiconductor-SP ADR 2.60% 628,840 $142.4M Add +0.6%
INTU Intuit Inc. 2.45% 170,592 $134.4M Reduce -1.1%
BRK.B Berkshire Hathaway Inc. Class B 2.38% 268,658 $130.5M Add +9.0%
ROK Rockwell Automation Inc. 2.20% 362,520 $120.4M Add +3.2%
TMO Thermo Fisher Scientific Inc. 2.04% 276,111 $112.0M Add +15.0%
ARES Ares Management Corp. Class A 2.03% 641,739 $111.1M Reduce -0.8%
KO The Coca-Cola Co. 2.02% 1,566,839 $110.9M Add +3.9%
EMR Emerson Electric Co. 1.94% 797,877 $106.4M Reduce -0.2%
TMUS T-Mobile US Inc. 1.83% 421,280 $100.4M Add +1.5%
MRK Merck & Co. Inc. 1.70% 1,179,483 $93.4M Reduce -0.1%
URI United Rentals Inc. 1.56% 113,480 $85.5M Reduce -9.5%
MRSH Marsh & McLennan Cos 1.50% 376,213 $82.3M Add +14.6%
SPGI S&P Global Inc. 1.41% 146,121 $77.0M Add +11.7%
MDLZ Mondelez International Inc. Class A 1.38% 1,124,100 $75.8M Add +5.4%
EQIX Equinix Inc. 1.38% 95,083 $75.6M Add +20.7%
XOM Exxon Mobil Corp. 1.37% 694,361 $74.9M Add +13.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.33% 1,544,330 $73.1M Reduce -1.0%
CRM Salesforce Inc. 1.26% 252,169 $68.8M Add +25.8%
MKL Markel Group Inc. 1.25% 34,219 $68.3M Add +1.4%
CP Canadian Pacific Kansas City 1.20% 827,654 $65.8M Reduce -5.1%
ZTS Zoetis Inc. 1.13% 398,344 $62.1M Add +6.0%
CVX Chevron Corp. 1.11% 425,817 $61.0M Add +2.0%
MAR Marriott International Class A 1.10% 220,854 $60.3M Add +1.2%
NEE Nextera Energy Inc. 1.03% 813,835 $56.5M Add +7.0%
SYK Stryker Corp. 0.71% 98,599 $39.0M Reduce -1.5%
UNP Union Pacific Corp. 0.68% 162,370 $37.4M Add +0.1%
PFE Pfizer Inc. 0.65% 1,479,462 $35.9M Reduce -4.2%
AXP American Express Co. 0.59% 100,656 $32.1M Reduce -4.8%
AWK American Water Works Co. Inc. 0.44% 173,721 $24.2M Reduce -7.2%
XYL Xylem Inc. 0.40% 169,835 $22.0M Reduce -9.3%
FERG Ferguson Enterprises Inc. 0.39% 99,219 $21.6M Reduce -2.5%
MU Micron Technology Inc. 0.37% 163,940 $20.2M Reduce -5.3%
GOOG Alphabet Inc. Class C 0.33% 100,840 $17.9M Reduce -7.1%
HON Honeywell International Inc. 0.32% 76,216 $17.7M Reduce -2.0%
SBS Cia Saneamento Basico DE-ADR filed as COMPANHIA DE SANEAMENTO BASI 0.31% 773,773 $17.0M Reduce -10.3%
ECL Ecolab Inc. 0.30% 61,927 $16.7M Reduce -9.2%
WM Waste Management Inc. 0.29% 69,973 $16.0M Reduce -8.5%
CAT Caterpillar Inc. 0.28% 39,153 $15.2M Reduce -2.5%
LLY Eli Lilly & Co. 0.26% 18,268 $14.2M Add +18.4%
WAT Waters Corp. 0.26% 40,091 $14.0M Reduce -1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.24% 105,380 $13.1M Reduce -17.6%
PM Philip Morris International 0.23% 67,781 $12.3M Reduce -8.2%
ADBE Adobe Inc. 0.21% 29,634 $11.5M Reduce -8.2%
PHYS Sprott Physical Gold Trust 0.21% 448,093 $11.4M Reduce -2.5%
HD Home Depot Inc. 0.18% 26,422 $9.7M Reduce -2.4%
DHR Danaher Corp. 0.17% 46,541 $9.2M Reduce -0.4%
NKE Nike Inc. Class B 0.14% 108,954 $7.7M Reduce -69.6%
TSLA Tesla Inc. 0.14% 24,362 $7.7M Reduce -17.4%
RSG Republic Services Inc. 0.14% 31,316 $7.7M Reduce -18.9%
WTS Watts Water Technologies-A 0.13% 29,474 $7.2M Reduce -7.3%
GE General Electric filed as GE AEROSPACE 0.09% 18,123 $4.7M Reduce -0.2%
BABA Alibaba Group Holding-SP ADR 0.08% 39,439 $4.5M Reduce -0.4%
AYI Acuity Inc. 0.08% 14,130 $4.2M No change
IP International Paper Co. 0.07% 84,966 $4.0M Reduce -4.0%
AIG American International Group 0.07% 46,197 $4.0M Reduce -7.0%
GILD Gilead Sciences Inc. 0.07% 33,871 $3.8M Add +0.5%
RY Royal Bank of Canada 0.07% 28,457 $3.8M Reduce -0.4%
PG The Procter & Gamble Co. 0.07% 22,688 $3.6M Add +3.2%
BMY Bristol-Myers Squibb Co. 0.06% 74,533 $3.5M Reduce -10.5%
CL Colgate-Palmolive Co. 0.06% 36,679 $3.3M Add +0.0%
ESS Essex Property Trust Inc. 0.05% 9,064 $2.6M Reduce -0.3%
WMT Walmart Inc. 0.04% 24,083 $2.4M Reduce -3.6%
MCD McDonald's Corp. 0.04% 7,198 $2.1M Reduce -6.2%
COP Conocophillips 0.04% 22,764 $2.0M Add +2.9%
VZ Verizon Communications Inc. 0.03% 43,658 $1.9M Reduce -0.3%
DE Deere & Co. 0.03% 3,635 $1.8M Reduce -11.9%
GS Goldman Sachs Group Inc. 0.03% 2,392 $1.7M Reduce -0.9%
PEP Pepsico Inc. 0.03% 12,725 $1.7M Add +0.6%
VMC Vulcan Materials Co. 0.03% 5,973 $1.6M Add +3.1%
CBOE Cboe Global Markets Inc. 0.03% 6,620 $1.5M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.03% 41,530 $1.4M Reduce -3.0%
EA Electronic Arts Inc. 0.03% 8,787 $1.4M Reduce -13.1%
RTX RTX Corp. 0.03% 9,390 $1.4M No change
KW Kennedy-Wilson Holdings Inc. 0.02% 200,378 $1.4M Reduce -42.9%
MS Morgan Stanley 0.02% 9,420 $1.3M Add +91.5%
DG Dollar General Corp. 0.02% 11,491 $1.3M Reduce -3.1%
MO Altria Group Inc. 0.02% 21,118 $1.2M No change
WFC Wells Fargo & Co. 0.02% 15,323 $1.2M No change
ABBV Abbvie Inc. 0.02% 6,439 $1.2M Reduce -0.5%
KVUE Kenvue Inc. 0.02% 56,907 $1.2M Add +2.5%
TRI Thomson Reuters Corp. 0.02% 5,753 $1.2M Reduce -0.4%
UPS United Parcel Service Class B 0.02% 11,399 $1.2M Add +0.5%
CEF Sprott Physical Gold and Sil 0.02% 35,598 $1.1M Reduce -0.8%
AMGN Amgen Inc. 0.02% 3,683 $1.0M Reduce -2.2%
LYV Live Nation Entertainment Inc. 0.02% 6,250 $946K No change
L Loews Corp. 0.02% 10,230 $938K No change
FCX Freeport-McMoran Inc. 0.01% 18,699 $811K Add +1.8%
TD Toronto-Dominion Bank 0.01% 10,975 $808K No change
SHOP Shopify Inc. Class A 0.01% 6,065 $700K No change
CSCO Cisco Systems Inc. 0.01% 9,471 $657K Add +20.1%
DLB Dolby Laboratories Inc. Class A 0.01% 8,530 $633K Reduce -9.3%
ABT Abbott Laboratories 0.01% 4,620 $628K Add +20.2%
T AT&T Inc. 0.01% 19,817 $574K Reduce -0.5%
IVZ Invesco Ltd. 0.01% 32,245 $509K New
SLF Sun Life Financial Inc. 0.01% 6,886 $458K Reduce -25.1%
AVGO Broadcom Inc. 0.01% 1,533 $423K New
MA Mastercard Inc. Class A 0.01% 743 $418K Add +3.5%
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.01% 3,710 $411K Reduce -1.6%
ASML ASML Holding NV-NY Reg SHS 0.01% 432 $408K No change
GEV GE Vernova Inc. 0.01% 651 $344K Reduce -1.1%
ALL Allstate Corp. 0.01% 1,700 $342K No change
TXN Texas Instruments Inc. 0.01% 1,636 $340K New
COST Costco Wholesale Corp. 0.01% 305 $302K Reduce -1.3%
PSX Phillips 66 0.01% 2,430 $290K No change
PLTR Palantir Technologies Inc. Class A 0.01% 2,066 $282K New
APH Amphenol Corp. Class A 0.00% 2,743 $271K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 896 $264K Reduce -11.3%
BKNG Booking Holdings Inc. 0.00% 42 $243K Reduce -6.7%
GIS General Mills Inc. 0.00% 4,591 $238K Reduce -57.3%
B Barrick Mining Corp. 0.00% 10,632 $221K Add +1.2%
ICE Intercontinental Exchange Inc. 0.00% 1,190 $218K New
ATR Aptargroup Inc. 0.00% 1,352 $211K No change
WDAY Workday Inc. Class A 0.00% 875 $210K No change
UNH Unitedhealth Group Inc. 0.00% 647 $202K New
BBAI Bigbear.ai Holdings Inc. 0.00% 21,900 $149K New
WBA Walgreens Boots Alliance Inc. 0.00% 12,430 $143K Reduce -41.1%
OXFORD LANE CAP CORP 0.00% 10,000 $42K No change
FURY Fury Gold Mines Ltd. 0.00% 28,471 $14K No change

Portfolio Sells Q1 2025 → Q2 2025
V Visa Inc. Class A Reduce -0.8% 4.93% −0.65
MRK Merck & Co. Inc. Reduce -0.1% 1.70% −0.50
NKE Nike Inc. Class B Reduce -69.6% 0.14% −0.33
GOOGL Alphabet Inc. Class A Reduce -6.2% 2.70% −0.17
PFE Pfizer Inc. Reduce -4.2% 0.65% −0.16
JNJ Johnson & Johnson Sold out 0.00% −0.15
AWK American Water Works Co. Inc. Reduce -7.2% 0.44% −0.13
AMZN Amazon.com Inc. Reduce -2.9% 6.54% −0.10
WM Waste Management Inc. Reduce -8.5% 0.29% −0.08
URI United Rentals Inc. Reduce -9.5% 1.56% −0.07
CP Canadian Pacific Kansas City Reduce -5.1% 1.20% −0.07
XYL Xylem Inc. Reduce -9.3% 0.40% −0.06
SYK Stryker Corp. Reduce -1.5% 0.71% −0.06
WAT Waters Corp. Reduce -1.7% 0.26% −0.06
ECL Ecolab Inc. Reduce -9.2% 0.30% −0.05
RSG Republic Services Inc. Reduce -18.9% 0.14% −0.05
ADBE Adobe Inc. Reduce -8.2% 0.21% −0.05
BMY Bristol-Myers Squibb Co. Reduce -10.5% 0.06% −0.04
KW Kennedy-Wilson Holdings Inc. Reduce -42.9% 0.02% −0.04
DHR Danaher Corp. Reduce -0.4% 0.17% −0.03
HD Home Depot Inc. Reduce -2.4% 0.18% −0.03
BABA Alibaba Group Holding-SP ADR Reduce -0.4% 0.08% −0.03
GOOG Alphabet Inc. Class C Reduce -7.1% 0.33% −0.03
IP International Paper Co. Reduce -4.0% 0.07% −0.03
DIS The Walt Disney Co. Reduce -17.6% 0.24% −0.02
PHYS Sprott Physical Gold Trust Reduce -2.5% 0.21% −0.02
PM Philip Morris International Reduce -8.2% 0.23% −0.02
HON Honeywell International Inc. Reduce -2.0% 0.32% −0.02
BAC Bank of America Corp. Reduce -1.0% 1.33% −0.02
AIG American International Group Reduce -7.0% 0.07% −0.02
TSLA Tesla Inc. Reduce -17.4% 0.14% −0.02
SLB SLB Ltd. Reduce -3.0% 0.03% −0.01
MCD McDonald's Corp. Reduce -6.2% 0.04% −0.01
ESS Essex Property Trust Inc. Reduce -0.3% 0.05% −0.01
SBS Cia Saneamento Basico DE-ADR Reduce -10.3% 0.31% −0.01
GIS General Mills Inc. Reduce -57.3% 0.00% −0.01
VZ Verizon Communications Inc. Reduce -0.3% 0.03% −0.01
DE Deere & Co. Reduce -11.9% 0.03% −0.01
ABBV Abbvie Inc. Reduce -0.5% 0.02% −0.01
AMGN Amgen Inc. Reduce -2.2% 0.02% −0.01
AXP American Express Co. Reduce -4.8% 0.59% −0.00
BDX Becton Dickinson and Co. Sold out 0.00% −0.00
EA Electronic Arts Inc. Reduce -13.1% 0.03% −0.00
CVS CVS Health Corp. Sold out 0.00% −0.00
DLB Dolby Laboratories Inc. Class A Reduce -9.3% 0.01% −0.00
SLF Sun Life Financial Inc. Reduce -25.1% 0.01% −0.00
WMT Walmart Inc. Reduce -3.6% 0.04% −0.00
WBA Walgreens Boots Alliance Inc. Reduce -41.1% 0.00% −0.00
WTS Watts Water Technologies-A Reduce -7.3% 0.13% −0.00
CEF Sprott Physical Gold and Sil Reduce -0.8% 0.02% −0.00

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +4.0% 6.27% +1.57
MSFT Microsoft Corp. Add +0.6% 9.51% +1.39
META Meta Platforms Inc. Class A Add +10.1% 3.12% +0.60
AMD Advanced Micro Devices Add +3.6% 2.62% +0.54
TSM Taiwan Semiconductor-SP ADR Add +0.6% 2.60% +0.45
ROK Rockwell Automation Inc. Add +3.2% 2.20% +0.31
PANW Palo Alto Networks Inc. Add +1.8% 3.04% +0.21
CRM Salesforce Inc. Add +25.8% 1.26% +0.14
EQIX Equinix Inc. Add +20.7% 1.38% +0.05
SPGI S&P Global Inc. Add +11.7% 1.41% +0.03
MAR Marriott International Class A Add +1.2% 1.10% +0.02
MS Morgan Stanley Add +91.5% 0.02% +0.01
IVZ Invesco Ltd. New 0.01% +0.01
AVGO Broadcom Inc. New 0.01% +0.01
TXN Texas Instruments Inc. New 0.01% +0.01
PLTR Palantir Technologies Inc. Class A New 0.01% +0.01
APH Amphenol Corp. Class A New 0.00% +0.00
ICE Intercontinental Exchange Inc. New 0.00% +0.00
UNH Unitedhealth Group Inc. New 0.00% +0.00
BBAI Bigbear.ai Holdings Inc. New 0.00% +0.00
CSCO Cisco Systems Inc. Add +20.1% 0.01% +0.00
ABT Abbott Laboratories Add +20.2% 0.01% +0.00
FCX Freeport-McMoran Inc. Add +1.8% 0.01% +0.00
VMC Vulcan Materials Co. Add +3.1% 0.03% +0.00
B Barrick Mining Corp. Add +1.2% 0.00% −0.00
MA Mastercard Inc. Class A Add +3.5% 0.01% −0.00
LLY Eli Lilly & Co. Add +18.4% 0.26% −0.00
UPS United Parcel Service Class B Add +0.5% 0.02% −0.00
KVUE Kenvue Inc. Add +2.5% 0.02% −0.01
PEP Pepsico Inc. Add +0.6% 0.03% −0.01
GILD Gilead Sciences Inc. Add +0.5% 0.07% −0.01
CL Colgate-Palmolive Co. Add +0.0% 0.06% −0.01
COP Conocophillips Add +2.9% 0.04% −0.01
PG The Procter & Gamble Co. Add +3.2% 0.07% −0.01
MKL Markel Group Inc. Add +1.4% 1.25% −0.06
NEE Nextera Energy Inc. Add +7.0% 1.03% −0.09
UNP Union Pacific Corp. Add +0.1% 0.68% −0.11
MDLZ Mondelez International Inc. Class A Add +5.4% 1.38% −0.12
XOM Exxon Mobil Corp. Add +13.5% 1.37% −0.14
ZTS Zoetis Inc. Add +6.0% 1.13% −0.15
MRSH Marsh & McLennan Cos Add +14.6% 1.50% −0.16
KO The Coca-Cola Co. Add +3.9% 2.02% −0.22
CVX Chevron Corp. Add +2.0% 1.11% −0.34
BRK.B Berkshire Hathaway Inc. Class B Add +9.0% 2.38% −0.34
TMO Thermo Fisher Scientific Inc. Add +15.0% 2.04% −0.44
TMUS T-Mobile US Inc. Add +1.5% 1.83% −0.47
AAPL Apple Inc. Add +7.3% 4.78% −0.71

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