Perpetual Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Company Secretary Sylvie DiMarco, lists the investment positions held by the firm during the specified period.
The report identifies four distinct investment managers or entities that manage the firm's equity portfolio. These include Perpetual Investment Management Ltd, J O Hambro Capital Management Ltd, Pendal Group Ltd, and JOHCM (USA) Inc.
The filing provides a detailed list of individual stock positions held by these managers. The portfolio includes a diverse range of companies across various sectors. Notable holdings include significant positions in technology and consumer staples companies such as Apple Inc., Amazon.com Inc., Alphabet Inc., Microsoft Corporation, and Visa Inc. The list also includes substantial stakes in industrial and financial sectors, including Chevron Corporation, Bank of America Corp, and Caterpillar Inc.
The report lists the total number of shares held for each security, though the specific dollar value of the holdings is not detailed in the provided text. The filing serves as a public record of the equity securities managed by Perpetual Ltd.
