Arkolith/Funds/Ausbil Investment Management Ltd

Ausbil Investment Management Ltd

CIK 1966036
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Ausbil Investment Management Ltd holds a diversified book of 65 stocks worth $221.0M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Xcel Energy Inc and trimmed H2O America. Their largest long position is Entergy Corp at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
20
existing
Trimmed
23
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
47%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • Xcel Energy Inc
    New$7.5M
  • Entergy Corp
    +84%$6.7M
  • Dominion Energy Inc
    New$4.6M
  • Cheniere Energy Inc
    +46%$3.7M
  • Cracker Barrel Old Country Sto
    New$2.8M
  • BrightSpring Health Services I
    New$2.0M
Trimmed / exited
  • H2O America
    −17%$2.5M
  • Constellation Energy Corp
    −41%$2.1M
  • PG&E Corp
    −23%$1.4M
  • Fortrea Holdings Inc
    −22%$1.1M
  • Pinnacle Financial Partners In
    −81%$876K
  • Preformed Line Products Co
    −37%$756K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

65 positions
#SecurityValueShares% PortLast moveHistory
1Entergy Corp
COM
$14.6M129.6K
6.6%
+84%
Added · +59K sh
2CSX Corp
COM
$12.6M261.1K
5.7%
Held
3H2O America
COM
$12.3M203.0K
5.6%
−17%
Reduced · −41K sh
4Cheniere Energy Inc
COM NEW
$11.8M48.4K
5.3%
+46%
Added · +15K sh
5NextEra Energy Inc
COM
$11.6M134.5K
5.3%
−4.7%
Reduced · −7K sh
6Williams Cos Inc
COM
$9.5M131.1K
4.3%
−6.3%
Reduced · −9K sh
7Norfolk Southern Corp
COM
$8.9M28.0K
4.0%
+6.4%
Added · +2K sh
8Xcel Energy Inc
COM
$7.5M94.3K
3.4%
New
New position
9NiSource Inc
COM
$7.4M157.6K
3.3%
Held
10American Tower Corp
COM
$7.1M42.7K
3.2%
−2.7%
Reduced · −1K sh
11Eversource Energy
COM
$6.9M94.9K
3.1%
Held
12Canadian National Railway Co
COM
$6.8M56.8K
3.1%
+21%
Added · +10K sh
13Crown Castle Inc
COM
$6.6M85.6K
3.0%
−1.6%
Reduced · −1K sh
14Ferrovial NV
ORD SHS
$6.2M91.7K
2.8%
+9.0%
Added · +8K sh
15Enbridge Inc
COM
$4.9M90.4K
2.2%
−9.8%
Reduced · −10K sh
16PG&E Corp
COM
$4.8M288.3K
2.2%
−23%
Reduced · −85K sh
17Dominion Energy Inc
COM
$4.6M67.9K
2.1%
New
New position
18Applied Industrial Technologie
COM
$4.2M12.7K
1.9%
+3.3%
Added · +400 sh
19ONEOK Inc
COM
$4.2M48.6K
1.9%
−7.2%
Reduced · −4K sh
20Fortrea Holdings Inc
COMMON STOCK
$4.0M229.8K
1.8%
−22%
Reduced · −63K sh
21Mueller Industries Inc
COM
$3.8M66.4K
1.7%
+84%
Added · +30K sh
22RenaissanceRe Holdings Ltd
COM
$3.6M11.4K
1.6%
+45%
Added · +4K sh
23Southwest Gas Holdings Inc
COM
$3.5M39.7K
1.6%
Held
24Atmos Energy Corp
COM
$3.3M18.9K
1.5%
−12%
Reduced · −3K sh
25South Bow Corp
COM
$3.3M92.8K
1.5%
−13%
Reduced · −14K sh
26Constellation Energy Corp
COM
$2.9M12.4K
1.3%
−41%
Reduced · −9K sh
27Cracker Barrel Old Country Sto
COM
$2.8M51.2K
1.3%
New
New position
28Community Financial System Inc
COM
$2.8M41.2K
1.3%
+79%
Added · +18K sh
29DT Midstream Inc
COMMON STOCK
$2.5M17.7K
1.2%
−12%
Reduced · −2K sh
30Atkore Inc
COM
$2.5M35.1K
1.2%
+220%
Added · +24K sh
31EastGroup Properties Inc
COM
$2.4M11.9K
1.1%
+47%
Added · +4K sh
32Primerica Inc
COM
$2.4M8.3K
1.1%
+167%
Added · +5K sh
33Medpace Holdings Inc
COM
$2.3M4.3K
1.1%
+5.5%
Added · +221 sh
34Columbia Banking System Inc
COM
$2.2M68.5K
1.0%
+56%
Added · +24K sh
35BrightSpring Health Services I
COM
$2.0M28.7K
0.9%
New
New position
36Sanmina Corp
COM
$1.9M7.7K
0.9%
−26%
Reduced · −3K sh
37Installed Building Products In
COM
$1.8M8.0K
0.8%
+72%
Added · +3K sh
38Powell Industries Inc
COM
$1.8M6.7K
0.8%
+74%
Added · +3K sh
39Texas Roadhouse Inc
COM
$1.5M8.0K
0.7%
New
New position
40Balchem Corp
COM
$1.3M8.0K
0.6%
+56%
Added · +3K sh
41Preformed Line Products Co
COM
$1.3M3.3K
0.6%
−37%
Reduced · −2K sh
42Kennametal Inc
COM
$1.2M35.3K
0.5%
+56%
Added · +13K sh
43Wingstop Inc
COM
$1.1M6.2K
0.5%
New
New position
44Meritage Homes Corp
COM
$1.0M12.6K
0.5%
+42%
Added · +4K sh
45Marten Transport Ltd
COM
$985K56.4K
0.4%
−22%
Reduced · −16K sh
46Sprouts Farmers Market Inc
COM
$968K11.2K
0.4%
New
New position
47QXO Inc
COM NEW
$915K55.3K
0.4%
New
New position
48Edgewell Personal Care Co
COM
$657K23.9K
0.3%
+133%
Added · +14K sh
49Graham Corp
COM
$615K5.2K
0.3%
New
New position
50Orla Mining Ltd
COM
$564K57.6K
0.3%
New
New position
Showing 50 of 65 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 202665$221.0M13F-HR
Q1 2026Mar 31, 2026Apr 8, 202663$201.0M13F-HR
Q4 2025Dec 31, 2025Jan 13, 202667$175.9M13F-HR
Q3 2025Sep 30, 2025Oct 9, 202571$187.5M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202571$170.6M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202566$163.9M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202569$166.3M13F-HR
Q3 2024Sep 30, 2024Oct 23, 202480$289.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.