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Holders — by stockHoldings — by fund

Rathbones Group PLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1351991

$27.14B

disclosed book value

665

positions

5.5%

largest position share

Positions, as of 2026-06-30

top 100 of 665 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ASTRAZENECA PLC USD0.25 Ordinary Shares8.0M$1.49B5.5%
2GOOGLALPHABET INC USD0.001 Cls A Cap Stock4.0M$1.42B5.2%
3MSFTMICROSOFT CORP USD 0.00000625 Common Stock3.7M$1.38B5.1%
4NVDANVIDIA CORP USD0.001 Common Stock6.4M$1.28B4.7%
5AMZNAMAZON COM INC USD0.01 Common Stock5.1M$1.22B4.5%
6VVISA INC USD0.0001 Common Stock3.1M$1.08B4%
7AAPLAPPLE INC (UK Quoted) NPV Common Stock3.4M$988.6M3.6%
8JPMJP MORGAN CHASE & CO USD1 Common Stock2.8M$901.2M3.3%
9APHAMPHENOL CORP USD0.001 Cls A Common Stock3.2M$559.1M2.1%
10LLYLILLY (ELI) & CO NPV Common Stock447,654$536.9M2%
11TSMTAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share1.1M$524.8M1.9%
12GOOGALPHABET INC USD0.001 Cls C Common Stock1.5M$523.4M1.9%
13TMOTHERMO FISHER SCIENTIFIC INC USD1 Common Stock1.0M$504.1M1.9%
14KOCOCA-COLA CO USD0.25 Common Stock6.1M$491.8M1.8%
15BRK/BBERKSHIRE HATHAWAY INC USD0.0033 Cls B Com Stk964,265$482.5M1.8%
16AVGOBROADCOM CORP USD1 Common Stock1.2M$447.9M1.7%
17METAMETA PLATFORMS INC USD0.000006 Cls A Common Stock693,261$390.5M1.4%
18GSGOLDMAN SACHS GROUP USD0.01 Common Stock368,322$372.5M1.4%
19CRH EUR0.32 Ord Shs (Primary List)3.0M$315.7M1.2%
20MRSHMARSH INC USD1 Common Stock1.7M$288.8M1.1%
21LINDE PLC EUR0.001 Common Shares545,835$283.3M1%
22PANWPALO ALTO NETWORKS INC USD0.0001 Common Stock819,290$279.4M1%
23ABTABBOTT LABORATORIES NPV Common Stock3.1M$279.0M1%
24TOTALENERGIES SE EUR2.5 Shares3.2M$251.5M0.9%
25MAMASTERCARD INC USD0.0001 Class A Common Stock487,693$250.5M0.9%
26CMECME GROUP INC USD0.01 Cls A Common Stock1.1M$232.9M0.9%
27PGPROCTER & GAMBLE CO NPV Common Stock1.6M$228.9M0.8%
28CATCATERPILLAR INC USD1 Common Stock211,108$224.8M0.8%
29LRCXLAM RESEARCH CORP USD0.001 Com Stock (P/S)506,353$219.4M0.8%
30EQIXEQUINIX INC USD0.001 New Common Stock202,720$211.3M0.8%
31CDNSCADENCE DESIGN SYSTEMS INC USD0.01 Common Stock562,787$211.2M0.8%
32COSTCOSTCO CORP NPV Common Stock218,544$204.4M0.8%
33BKNGBOOKING HOLDINGS INC USD0.008 Common Stock1.1M$199.1M0.7%
34FCXFREEPORT-MCMORAN INC USD0.10 Common Stock3.2M$198.2M0.7%
35SPGIS&P GLOBAL INC USD1 Common Stock482,746$196.6M0.7%
36PHPARKER-HANNIFIN CORP USD0.50 Common Stock191,878$187.7M0.7%
37ARMARM HOLDINGS PLC Spon ADR Each Rep 1 Ord Shs501,861$177.9M0.7%
38JNJJOHNSON & JOHNSON USD1 Common Stock691,961$175.7M0.6%
39DEDEERE & CO USD1 Common Stock272,821$173.1M0.6%
40SHOPSHOPIFY INC NPV Class A Common Stock1.5M$172.7M0.6%
41ISRGINTUITIVE SURGICAL INC USD0.001 Common Stock425,802$169.3M0.6%
42EXMOCEXXON MOBIL CORP NPV Common Stock1.2M$167.9M0.6%
43KKRKKR & CO INC NPV Class A Common Stock1.8M$166.8M0.6%
44SUNBSUNBELT RENTALS HOLDINGS INC USD0.01 Common Stock2.2M$165.7M0.6%
45MSIMOTOROLA SOLUTIONS INC USD0.01 Common Stock370,576$153.9M0.6%
46RTXRTX CORP USD1.00 Common Stock791,638$150.2M0.6%
47HDHOME DEPOT INC USD0.05 Common Stock419,942$148.1M0.5%
48USBUS BANCORP DEL USD0.01 Common Stock2.3M$139.0M0.5%
49MSMORGAN STANLEY USD0.01 Common Stock636,079$133.0M0.5%
50CRWDCROWDSTRIKE HOLDINGS INC USD0.0005 Class A Common Stock173,725$132.6M0.5%
51FERGFERGUSON ENTERPRISES INC USD0.0001 Common Stock488,078$115.8M0.4%
52CVXCHEVRON CORP USD0.75 Common Stock694,835$115.2M0.4%
53CBRECBRE GROUP INC USD0.01 Class A Common Stock851,427$114.7M0.4%
54SYKSTRYKER CORP USD0.10 Common Stock353,461$111.3M0.4%
55BSXBOSTON SCIENTIFIC USD0.01 Common Stock2.5M$108.4M0.4%
56UBERUBER TECHNOLOGIES USD0.00001 Common Stock1.5M$105.4M0.4%
57TJXTJX COMPANIES INC NPV Common Stock695,588$105.4M0.4%
58WMWASTE MANAGEMENT INC NPV Common Stock467,312$104.2M0.4%
59ROYAL CARIBBEAN CRUISES LTD USD0.01 Common Stock324,908$103.2M0.4%
60WMTWAL-MART STORES INC USD0.1 Common Stock891,781$101.0M0.4%
61WCNWASTE CONNECTIONS INC NPV Common Stock604,177$100.7M0.4%
62NFLXNETFLIX COM INC USD0.001 Common Stock1.4M$100.6M0.4%
63APTIV PLC USD0.01 Common Shares1.6M$99.4M0.4%
64WECWEC ENERGY GROUP INC USD0.01 Common Stock835,830$97.6M0.4%
65CHUBB LTD CHF24.15 Ordinary Shares276,259$94.1M0.3%
66MLMMARTIN MARIETTA MATERIALS USD0.01 Common Stock160,365$92.5M0.3%
67SHWSHERWIN-WILLIAMS USD1 Common Stock263,688$90.8M0.3%
68HDBHDFC BANK LTD Spon ADR Each Rep 3 INR10 Shs3.5M$90.3M0.3%
69ECLECOLAB INC USD1 Common Stock315,770$88.0M0.3%
70CTASCINTAS CORP NPV Common Stock505,554$86.0M0.3%
71AMTAMER TOWER CORP USD0.01 New Common Stock459,693$75.2M0.3%
72HONGBPHONEYWELL INTL INC USD1 Common Stock322,748$74.9M0.3%
73ORLYOREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock799,941$73.7M0.3%
74VOOVANGUARD INDEX FUNDS S&P 500 ETF (USD)106,152$72.9M0.3%
75RYROYAL BANK OF CANADA NPV Common Stock350,359$72.5M0.3%
76NOWSERVICENOW INC USD0.001 Common Stock712,826$70.8M0.3%
77IDXXIDEXX LABORATORIES INC USD0.10 Common Stock133,541$70.3M0.3%
78MNSTMONSTER BEVERAGE CORP USD0.005 Common Stock723,862$69.6M0.3%
79GLDSPDR GOLD TRUST Gold Shares NPV186,651$68.8M0.3%
80ROLROLLINS INC USD1 Common Stock1.6M$68.3M0.3%
81CCJCAMECO CORP NPV Common Stock669,364$68.2M0.3%
82MUMICRON TECHNOLOGY INC USD0.10 Common Stock55,491$64.1M0.2%
83ICEINTERCONTINENTAL EXCHANGE GRP USD0.01 Common Stock519,314$63.9M0.2%
84HWMHOWMET AEROSPACE INC USD1.00 Common Stock224,754$60.4M0.2%
85ULTAULTA BEAUTY INC USD0.01 Common Stock133,262$60.1M0.2%
86PWRQUANTA SERVICES INC USD0.00001 Common Stock82,789$59.6M0.2%
87NEENEXTERA ENERGY INC USD0.01 Common Stock672,111$59.0M0.2%
88UBS GROUP CHF0.10 Shares (Regd)1.2M$58.6M0.2%
89CPCANADIAN PAC KANSAS CITY LTD NPV Common Stock673,021$58.3M0.2%
90GEVGE VERNOVA INC USD0.01 Common Stock48,734$57.3M0.2%
91TXNTEXAS INSTRUMENTS INC Common Stock190,378$56.7M0.2%
92SPYSTATE STREET SPDR SERIES TRUST S&P 500 ETF Trust74,464$55.6M0.2%
93ANETARISTA NETWORKS INC USD0.0001 Common Stock (P/R)314,555$53.4M0.2%
94MELIMERCADOLIBRE INC USD0.001 Common Stock29,077$49.4M0.2%
95GEGE AEROSPACE USD0.01 Common Stock127,757$47.7M0.2%
96BACBANK OF AMERICA CORP NPV Common Stock819,725$46.7M0.2%
97BLKBLACKROCK INC USD0.01 Common Stock48,093$46.2M0.2%
98CSCOCISCO SYSTEMS INC USD0.001 Common Stock375,490$44.1M0.2%
99DHRDANAHER CORP USD0.01 Common Stock226,579$43.2M0.2%
100GWREGUIDEWIRE SOFTWARE INC USD0.0001 Common Stock343,252$42.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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