Quilter Plc holds a focused book of 131 stocks worth $6.6B as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Kla Corp and trimmed Advanced Micro Devices. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2020 would be +128% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Quilter Plc's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +138.2%, a 10.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Quilter Plc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Quilter Plc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 80 / 80 | $1.1B |
| Blue Trust, Inc. | 80 / 80 | $561.4M |
| Physician Wealth Advisors, Inc. | 80 / 80 | $67.2M |
| Swiss Life Asset Management Ltd | 79 / 80 | $12.3B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $11.9B |
| Sterling Capital Management LLC | 79 / 80 | $1.7B |
| GAMMA Investing LLC | 79 / 80 | $1.1B |
| True Wealth Design, LLC | 79 / 80 | $19.4M |
Ranked by how many of Quilter Plc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $527.4M | 2.64M | 7.9% | ▲+13% Added · +310K sh | |
| 2 | Advanced Micro Devices Inc COM | $432.1M | 743.9K | 6.5% | ▼−11% Reduced · −93K sh | |
| 3 | Microsoft Corp COM | $426.2M | 1.14M | 6.4% | ▼−0.8% Reduced · −10K sh | |
| 4 | Amazon Com Inc COM | $418.0M | 1.75M | 6.3% | ▲+0.9% Added · +15K sh | |
| 5 | Alphabet Inc CAP STK CL A | $413.4M | 1.16M | 6.2% | ▲+6.8% Added · +74K sh | |
| 6 | Apple Inc COM | $354.3M | 1.22M | 5.3% | ▲+1.4% Added · +16K sh | |
| 7 | Palo Alto Networks Inc COM | $325.9M | 955.6K | 4.9% | ▼−8.2% Reduced · −85K sh | |
| 8 | Visa Inc COM CL A | $282.9M | 824.6K | 4.3% | ▲+1.9% Added · +16K sh | |
| 9 | JPMorgan Chase & Co COM | $242.8M | 741.8K | 3.7% | ▲+3.3% Added · +23K sh | |
| 10 | Rockwell Automation Inc COM | $180.6M | 364.8K | 2.7% | ▲+1.1% Added · +4K sh | |
| 11 | Thermo Fisher Scientific Inc COM | $156.0M | 311.2K | 2.3% | ▲+8.0% Added · +23K sh | |
| 12 | Meta Platforms Inc CL A | $155.6M | 276.2K | 2.3% | ▲+13% Added · +32K sh | |
| 13 | Merck & Co Inc COM | $153.2M | 1.19M | 2.3% | ▲+0.5% Added · +6K sh | |
| 14 | Kla Corp COM NEW | $127.1M | 421.3K | 1.9% | ▲New New position | |
| 15 | Emerson Elec Co COM | $125.5M | 877.0K | 1.9% | ▲+6.6% Added · +54K sh | |
| 16 | Broadcom Inc COM | $124.4M | 329.3K | 1.9% | ▲+32% Added · +80K sh | |
| 17 | Canadian Pacific Kansas City COM | $123.3M | 1.00M | 1.9% | ▲+1.1% Added · +11K sh | |
| 18 | Equinix Inc COM | $117.8M | 113.0K | 1.8% | ▼−1.3% Reduced · −2K sh | |
| 19 | Exxon Mobil Corp COM | $103.5M | 756.7K | 1.6% | ▲+23% Added · +143K sh | |
| 20 | Netflix Inc. COM | $101.2M | 1.42M | 1.5% | ▼−5.5% Reduced · −82K sh | |
| 21 | Bank Of Amer Corp COM | $99.4M | 1.74M | 1.5% | ▲+7.3% Added · +119K sh | |
| 22 | Chevron Corporation COM | $98.4M | 593.3K | 1.5% | ▲+10% Added · +56K sh | |
| 23 | T-Mobile US Inc COM | $94.2M | 561.5K | 1.4% | ▲+7.8% Added · +40K sh | |
| 24 | Micron Technology Inc COM | $93.8M | 81.3K | 1.4% | ▲+3.2% Added · +3K sh | |
| 25 | Ares Management Corporation CL A COM STK | $92.7M | 833.1K | 1.4% | ▼−6.5% Reduced · −58K sh | |
| 26 | NextEra Energy Inc COM | $90.7M | 1.03M | 1.4% | ▲+14% Added · +125K sh | |
| 27 | Marriott Intl Inc New CL A | $90.3M | 243.7K | 1.4% | ▲+0.2% Added · +544 sh | |
| 28 | Markel Group Inc COM | $89.6M | 45.9K | 1.3% | ▲+19% Added · +7K sh | |
| 29 | S&P Global Inc COM | $88.1M | 216.4K | 1.3% | ▲+11% Added · +21K sh | |
| 30 | Coca Cola Co COM | $87.2M | 1.07M | 1.3% | ▼−24% Reduced · −336K sh | |
| 31 | Mondelez Intl Inc CL A | $60.9M | 1.05M | 0.9% | ▲+1.3% Added · +14K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $49.3M | 98.4K | 0.7% | ▼−60% Reduced · −149K sh | |
| 33 | Honeywell Intl Inc COM | $45.7M | 203.9K | 0.7% | ▲New New position | |
| 34 | Honeywell Aerospace Inc COM | $45.1M | 203.9K | 0.7% | ▲New New position | |
| 35 | Marsh & McLennan Cos Inc COM | $42.3M | 253.7K | 0.6% | ▼−52% Reduced · −275K sh | |
| 36 | United Rentals Inc COM | $41.6M | 36.7K | 0.6% | ▼−22% Reduced · −11K sh | |
| 37 | Union Pac Corp COM | $39.3M | 144.4K | 0.6% | ▼−1.2% Reduced · −2K sh | |
| 38 | Caterpillar Inc COM | $34.8M | 32.7K | 0.5% | ▼−4.0% Reduced · −1K sh | |
| 39 | Alphabet Inc CAP STK CL C | $30.7M | 87.0K | 0.5% | ▲+6.1% Added · +5K sh | |
| 40 | Stryker Corporation COM | $29.6M | 94.0K | 0.4% | ▲+3.5% Added · +3K sh | |
| 41 | American Express Co COM | $28.5M | 84.2K | 0.4% | ▲+0.4% Added · +345 sh | |
| 42 | Sunbelt Rentals Holdings Inc SHS | $27.5M | 367.2K | 0.4% | ▼−11% Reduced · −44K sh | |
| 43 | Dollar Gen Corp COM | $25.9M | 225.1K | 0.4% | ▲+12% Added · +23K sh | |
| 44 | Eli Lilly & Co COM | $25.1M | 21.0K | 0.4% | ▲+3.5% Added · +717 sh | |
| 45 | American WTR WKS Co Inc New COM | $23.6M | 179.4K | 0.4% | ▲+3.0% Added · +5K sh | |
| 46 | Ferguson Enterprises Inc COMMON STOCK NEW | $18.2M | 76.7K | 0.3% | ▼−2.9% Reduced · −2K sh | |
| 47 | Xylem Inc COM | $16.7M | 141.7K | 0.3% | ▼−3.0% Reduced · −4K sh | |
| 48 | Pfizer Inc COM | $16.0M | 662.9K | 0.2% | ▼−6.3% Reduced · −44K sh | |
| 49 | Waste Mgmt Inc Del COM | $15.4M | 69.3K | 0.2% | ▲+0.6% Added · +415 sh | |
| 50 | Ecolab Inc COM | $14.0M | 50.4K | 0.2% | ▲+1.8% Added · +888 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 248 | $6.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 236 | $5.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 309 | $6.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 303 | $5.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 302 | $5.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 292 | $4.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 311 | $5.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 305 | $4.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 287 | $4.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 291 | $4.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 257 | $3.0B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 1, 2023 | 429 | $25.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 348 | $25.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 336 | $26.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 201 | $3.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 2, 2022 | 210 | $2.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 211 | $3.0B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 20, 2022 | 225 | $3.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 227 | $3.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 4, 2021 | 902 | $3.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 919 | $3.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 922 | $3.2B | 13F-HR/A |
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. The performance line is a simulation of the disclosed long book, not an audited return.