ROYAL LONDON ASSET MANAGEMENT LTD Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$40121.9T

Holdings

668

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (668 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
7,446,806$3133.0T7.81%
2
AAPLAPPLE INC
10,453,867$1792.6T4.47%
3
NVDANVIDIA CORPORATION
1,843,509$1665.7T4.15%
4
AMZNAMAZON COM INC
8,824,050$1591.7T3.97%
5
GOOGLALPHABET INC
8,350,394$1260.3T3.14%
6
VVISA INC
3,283,457$916.3T2.28%
7
UNHUNITEDHEALTH GROUP INC
1,595,242$789.2T1.97%
8
LLYELI LILLY & CO
849,646$661.0T1.65%
9
METAMETA PLATFORMS INC
1,349,925$655.5T1.63%
10
STLDSTEEL DYNAMICS INC
3,690,858$547.1T1.36%
11
TMOTHERMO FISHER SCIENTIFIC INC
875,878$509.1T1.27%
12
AVGOBROADCOM INC
381,436$505.6T1.26%
13
JPMJPMORGAN CHASE & CO
2,348,511$470.4T1.17%
14
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,422,659$465.7T1.16%
15
PGRPROGRESSIVE CORP
2,124,324$439.4T1.10%
16
HCAHCA HEALTHCARE INC
1,259,284$420.0T1.05%
17
BRK/BBERKSHIRE HATHAWAY INC DEL
986,124$414.7T1.03%
18
MLB1MERCADOLIBRE INC
236,845$358.1T0.89%
19
FERGFERGUSON PLC NEW
1,639,383$358.1T0.89%
20
THOTHOR INDS INC
2,984,399$350.2T0.87%
21
DGDOLLAR GEN CORP NEW
2,179,251$340.1T0.85%
22
DALDELTA AIR LINES INC DEL
6,755,581$323.4T0.81%
23
RSRELIANCE INC
939,903$314.1T0.78%
24
TXNTEXAS INSTRS INC
1,765,597$307.6T0.77%
25
ADBEADOBE INC
598,837$302.2T0.75%
26
GOOGALPHABET INC
1,963,509$299.0T0.75%
27
ODFLOLD DOMINION FREIGHT LINE IN
1,254,808$275.2T0.69%
28
JNJJOHNSON & JOHNSON
1,696,539$268.4T0.67%
29
ABBVABBVIE INC
1,469,804$267.7T0.67%
30
PGPROCTER AND GAMBLE CO
1,607,025$260.7T0.65%
31
HDHOME DEPOT INC
647,275$248.3T0.62%
32
BKNGBOOKING HOLDINGS INC
67,181$243.7T0.61%
33
AMATAPPLIED MATLS INC
1,153,360$237.9T0.59%
34
UBSUBS GROUP AG
7,642,996$234.8T0.59%
35
TSNTYSON FOODS INC
3,917,065$230.0T0.57%
36
LINLINDE PLC
480,477$223.1T0.56%
37
TSLATESLA INC
1,233,365$216.8T0.54%
38
CNRCANADIAN NATL RY CO
1,638,102$215.8T0.54%
39
TTTRANE TECHNOLOGIES PLC
686,468$206.1T0.51%
40
KNSLKINSALE CAP GROUP INC
390,063$204.7T0.51%
41
XOMEXXON MOBIL CORP
1,747,982$203.2T0.51%
42
WABWABTEC
1,393,661$203.0T0.51%
43
PEPPEPSICO INC
1,118,635$195.8T0.49%
44
LADLITHIA MTRS INC
631,030$189.9T0.47%
45
INTUINTUIT
291,246$189.3T0.47%
46
MAMASTERCARD INCORPORATED
379,578$182.8T0.46%
47
VRTXVERTEX PHARMACEUTICALS INC
416,246$174.0T0.43%
48
NFLXNETFLIX INC
281,333$170.9T0.43%
49
NDSNNORDSON CORP
618,781$169.9T0.42%
50
CSCOCISCO SYS INC
3,378,079$168.6T0.42%
51
TELTE CONNECTIVITY LTD
1,136,638$165.1T0.41%
52
STESTERIS PLC
725,643$163.1T0.41%
53
FLUTFLUTTER ENTMT PLC
797,823$157.6T0.39%
54
SUSUNCOR ENERGY INC NEW
4,129,275$152.4T0.38%
55
MRKMERCK & CO INC
1,142,783$150.8T0.38%
56
COSTCOSTCO WHSL CORP NEW
201,010$147.3T0.37%
57
ISRGINTUITIVE SURGICAL INC
360,472$143.9T0.36%
58
CNMCORE & MAIN INC
2,421,520$138.6T0.35%
59
AG8AGILENT TECHNOLOGIES INC
934,021$135.7T0.34%
60
PCARPACCAR INC
1,076,434$133.4T0.33%
61
IQVIQVIA HLDGS INC
523,602$132.4T0.33%
62
HDBHDFC BANK LTD
2,334,958$130.7T0.33%
63
SYKSTRYKER CORPORATION
358,708$128.4T0.32%
64
ELVELEVANCE HEALTH INC
246,901$128.0T0.32%
65
CVXCHEVRON CORP NEW
804,040$126.8T0.32%
66
AMDADVANCED MICRO DEVICES INC
680,262$122.8T0.31%
67
ADSKAUTODESK INC
467,939$121.9T0.30%
68
SLVMSYLVAMO CORP
1,957,340$120.8T0.30%
69
4I1PHILIP MORRIS INTL INC
1,307,565$119.8T0.30%
70
CRMSALESFORCE INC
397,495$119.7T0.30%
71
KOCOCA COLA CO
1,829,202$111.9T0.28%
72
BACBANK AMERICA CORP
2,900,233$110.0T0.27%
73
WMTWALMART INC
1,808,384$108.8T0.27%
74
CPRTCOPART INC
1,816,269$105.2T0.26%
75
SNPSSYNOPSYS INC
183,751$105.0T0.26%
76
BLKCHFBLACKROCK INC
125,116$104.3T0.26%
77
BACVERIZON COMMUNICATIONS INC
2,479,511$104.0T0.26%
78
UNPUNION PAC CORP
421,518$103.7T0.26%
79
CMECME GROUP INC
471,811$101.6T0.25%
80
GSGOLDMAN SACHS GROUP INC
234,121$97.8T0.24%
81
CMCSACOMCAST CORP NEW
2,220,359$96.3T0.24%
82
ACNACCENTURE PLC IRELAND
276,833$96.0T0.24%
83
MUMICRON TECHNOLOGY INC
809,662$95.5T0.24%
84
BMYBRISTOL-MYERS SQUIBB CO
1,703,180$92.4T0.23%
85
DISDISNEY WALT CO
748,824$91.6T0.23%
86
VLOVALERO ENERGY CORP
524,537$89.5T0.22%
87
GILDGILEAD SCIENCES INC
1,222,234$89.5T0.22%
88
MCDMCDONALDS CORP
315,445$88.9T0.22%
89
SAIASAIA INC
151,329$88.5T0.22%
90
AMEAMETEK INC
482,926$88.3T0.22%
91
BROBROWN & BROWN INC
1,008,622$88.3T0.22%
92
SCHWSCHWAB CHARLES CORP
1,217,073$88.0T0.22%
93
WFCWELLS FARGO CO NEW
1,509,858$87.5T0.22%
94
ABTABBOTT LABS
762,736$86.7T0.22%
95
TJXTJX COS INC NEW
854,383$86.7T0.22%
96
EXPDEXPEDITORS INTL WASH INC
711,577$86.5T0.22%
97
BRK-BBERKSHIRE HATHAWAY INC DEL
135$85.6T0.21%
98
PLDPROLOGIS INC.
656,986$85.6T0.21%
99
GMGENERAL MTRS CO
1,869,210$84.8T0.21%
100
CDWCDW CORP
330,305$84.5T0.21%
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