Holders — by stockHoldings — by fund
ROYAL LONDON ASSET MANAGEMENT LTD
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 863748
$54.28B
disclosed book value
678
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 100 of 678 · 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
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 18.0M | $3.60B | 6.6% |
| 2 | AAPLAPPLE INC | 10.3M | $2.99B | 5.5% |
| 3 | GOOGLALPHABET INC | 7.1M | $2.53B | 4.7% |
| 4 | MSFTMICROSOFT CORP | 5.8M | $2.16B | 4% |
| 5 | AMZNAMAZON COM INC | 8.9M | $2.12B | 3.9% |
| 6 | ASTRAZENECA PLC | 10.2M | $1.93B | 3.5% |
| 7 | AVGOBROADCOM INC | 3.8M | $1.42B | 2.6% |
| 8 | MUMICRON TECHNOLOGY INC | 895,924 | $1.03B | 1.9% |
| 9 | VVISA INC | 2.6M | $874.9M | 1.6% |
| 10 | LLYELI LILLY & CO | 645,864 | $774.7M | 1.4% |
| 11 | METAMETA PLATFORMS INC | 1.3M | $745.1M | 1.4% |
| 12 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.5M | $726.5M | 1.3% |
| 13 | JPMJPMORGAN CHASE & CO | 2.2M | $716.8M | 1.3% |
| 14 | GOOGALPHABET INC | 2.0M | $709.1M | 1.3% |
| 15 | TSLATESLA INC | 1.6M | $663.1M | 1.2% |
| 16 | AMDADVANCED MICRO DEVICES INC | 1.0M | $592.8M | 1.1% |
| 17 | INTCINTEL CORP | 4.2M | $581.8M | 1.1% |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 943,362 | $472.0M | 0.9% |
| 19 | CSCOCISCO SYS INC | 3.3M | $387.3M | 0.7% |
| 20 | MRKMERCK & CO INC | 3.0M | $383.8M | 0.7% |
| 21 | MELIMERCADOLIBRE INC | 209,028 | $354.8M | 0.7% |
| 22 | ABBVABBVIE INC | 1.3M | $337.8M | 0.6% |
| 23 | AMATAPPLIED MATLS INC | 460,003 | $332.6M | 0.6% |
| 24 | TXNTEXAS INSTRS INC | 1.1M | $324.7M | 0.6% |
| 25 | UNHUNITEDHEALTH GROUP INC | 745,305 | $309.8M | 0.6% |
| 26 | LINDE PLC | 587,555 | $304.9M | 0.6% |
| 27 | JNJJOHNSON & JOHNSON | 1.2M | $302.1M | 0.6% |
| 28 | EXMOCEXXON MOBIL CORP | 2.2M | $301.6M | 0.6% |
| 29 | LRCXLAM RESEARCH CORP | 661,673 | $286.7M | 0.5% |
| 30 | HDHOME DEPOT INC | 810,136 | $285.7M | 0.5% |
| 31 | FIXCOMFORT SYS USA INC | 141,047 | $279.5M | 0.5% |
| 32 | CNMCORE & MAIN INC | 5.5M | $264.8M | 0.5% |
| 33 | CATCATERPILLAR INC | 243,317 | $259.1M | 0.5% |
| 34 | WABWABTEC | 960,916 | $259.1M | 0.5% |
| 35 | GSGOLDMAN SACHS GROUP INC | 249,777 | $252.6M | 0.5% |
| 36 | TOTALENERGIES SE | 3.2M | $251.5M | 0.5% |
| 37 | PGPROCTER & GAMBLE CO | 1.7M | $251.3M | 0.5% |
| 38 | STLDSTEEL DYNAMICS INC | 1.1M | $248.5M | 0.5% |
| 39 | ROYALTY PHARMA PLC | 4.3M | $242.2M | 0.4% |
| 40 | CHUBB LIMITED | 705,898 | $240.5M | 0.4% |
| 41 | WMTWALMART INC | 2.1M | $240.5M | 0.4% |
| 42 | HCAHCA HEALTHCARE INC | 604,401 | $235.6M | 0.4% |
| 43 | PMPHILIP MORRIS INTL INC | 1.2M | $219.5M | 0.4% |
| 44 | FERGFERGUSON ENTERPRISES INC | 919,100 | $218.1M | 0.4% |
| 45 | VRTVERTIV HOLDINGS CO | 651,474 | $218.1M | 0.4% |
| 46 | COSTCOSTCO WHOLESALE CORPORATION | 232,968 | $217.9M | 0.4% |
| 47 | TMOTHERMO FISHER SCIENTIFIC INC | 433,314 | $217.2M | 0.4% |
| 48 | KLACKLA CORP | 717,115 | $216.4M | 0.4% |
| 49 | NXTNEXTPOWER INC | 1.8M | $214.1M | 0.4% |
| 50 | ADIANALOG DEVICES INC | 521,402 | $207.1M | 0.4% |
| 51 | NFLXNETFLIX INC. | 2.8M | $200.6M | 0.4% |
| 52 | HUBBHUBBELL INC | 380,948 | $199.3M | 0.4% |
| 53 | MAMASTERCARD INCORPORATED | 386,414 | $198.5M | 0.4% |
| 54 | QCOMQUALCOMM INC | 1.1M | $198.4M | 0.4% |
| 55 | GEVGE VERNOVA INC | 167,148 | $196.4M | 0.4% |
| 56 | GEGE AEROSPACE | 514,379 | $192.2M | 0.4% |
| 57 | DHRDANAHER CORP DEL | 1.0M | $191.9M | 0.4% |
| 58 | PEPPEPSICO INC | 1.4M | $188.0M | 0.3% |
| 59 | BACBANK OF AMER CORP | 3.2M | $181.5M | 0.3% |
| 60 | FERRARI N V | 477,736 | $177.9M | 0.3% |
| 61 | UBS GROUP AG | 3.5M | $171.9M | 0.3% |
| 62 | CVXCHEVRON CORPORATION | 992,042 | $164.4M | 0.3% |
| 63 | ORCLORACLE CORP | 1.1M | $160.9M | 0.3% |
| 64 | KOCOCA COLA CO | 2.0M | $160.5M | 0.3% |
| 65 | CMECME GROUP INC | 716,972 | $158.3M | 0.3% |
| 66 | UNPUNION PAC CORP | 579,158 | $157.5M | 0.3% |
| 67 | ISRGINTUITIVE SURGICAL INC | 394,516 | $156.9M | 0.3% |
| 68 | CIENCIENA CORP | 318,654 | $156.3M | 0.3% |
| 69 | PGRPROGRESSIVE CORP | 702,739 | $153.5M | 0.3% |
| 70 | KMIKINDER MORGAN INC DEL | 4.7M | $151.5M | 0.3% |
| 71 | APGAPI GROUP CORP | 3.6M | $151.2M | 0.3% |
| 72 | WRBBERKLEY W R CORP | 2.1M | $149.2M | 0.3% |
| 73 | BKNGBOOKING HOLDINGS INC | 817,543 | $145.7M | 0.3% |
| 74 | MCOMOODYS CORP | 319,889 | $144.9M | 0.3% |
| 75 | HALOHALOZYME THERAPEUTICS INC | 1.8M | $141.7M | 0.3% |
| 76 | URIUNITED RENTALS INC | 121,462 | $137.6M | 0.3% |
| 77 | LMTLOCKHEED MARTIN CORP | 263,615 | $134.3M | 0.2% |
| 78 | PANWPALO ALTO NETWORKS INC | 388,809 | $132.6M | 0.2% |
| 79 | MSMORGAN STANLEY | 631,430 | $132.0M | 0.2% |
| 80 | SNPSSYNOPSYS INC | 294,428 | $131.3M | 0.2% |
| 81 | MRVLMARVELL TECHNOLOGY INC | 435,902 | $129.9M | 0.2% |
| 82 | FTNTFORTINET INC | 841,090 | $129.2M | 0.2% |
| 83 | WDCWESTERN DIGITAL CORP | 199,352 | $127.3M | 0.2% |
| 84 | SNDKSANDISK CORP | 55,769 | $126.8M | 0.2% |
| 85 | AMEAMETEK INC | 524,049 | $126.8M | 0.2% |
| 86 | PLTRPALANTIR TECHNOLOGIES INC | 1.1M | $124.9M | 0.2% |
| 87 | APPAPPLOVIN CORP | 241,152 | $124.2M | 0.2% |
| 88 | WFCWELLS FARGO & CO | 1.5M | $124.2M | 0.2% |
| 89 | PHPARKER-HANNIFIN CORP | 125,644 | $122.9M | 0.2% |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 436,289 | $122.7M | 0.2% |
| 91 | SCHWSCHWAB CHARLES CORP | 1.3M | $121.0M | 0.2% |
| 92 | CCITIGROUP INC | 857,832 | $120.1M | 0.2% |
| 93 | APHAMPHENOL CORP | 679,885 | $119.9M | 0.2% |
| 94 | VRTXVERTEX PHARMACEUTICALS INC | 241,280 | $119.9M | 0.2% |
| 95 | SBSCOMPANHIA DE SANEAMENTO BASI | 20.6M | $118.8M | 0.2% |
| 96 | RTXRTX CORPORATION | 625,346 | $118.6M | 0.2% |
| 97 | BLKBLACKROCK INC | 123,076 | $118.3M | 0.2% |
| 98 | AGCOAGCO CORP | 988,533 | $118.3M | 0.2% |
| 99 | SPGIS&P GLOBAL INC | 304,801 | $117.4M | 0.2% |
| 100 | WPMWHEATON PRECIOUS METALS CORP | 1.0M | $116.9M | 0.2% |
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.