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Perpetual Americas Funds Trust

CIK: 0001830437 Equity
Report date: 2026-02-25
AUM $37M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-25

Holdings

From latest SEC N-PORT filing · US-listed stocks only

25 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
1.13%
$0.42 1,200
2 AMAT Applied Materials Inc. Since 2026-05-10 038222105 Equity (Common)
0.97%
$0.36 1,400
3 BDX Becton, Dickinson and Company Since 2026-05-10 075887109 Equity (Common)
1.04%
$0.39 2,000
4 BIO-B Bio-Rad Laboratories, Inc. Since 2026-05-10 090572207 Equity (Common)
1.47%
$0.55 1,800
5 FDX FedEx Corporation Since 2026-05-10 31428X106 Equity (Common)
1.55%
$0.58 2,000
6 D Dominion Energy Inc Since 2026-05-10 25746U109 Equity (Common)
3.94%
$1.47 25,000
7 FISV Fiserv Inc. Since 2026-05-10 337738108 Equity (Common)
2.35%
$0.87 13,000
8 GPN Global Payments Inc Since 2026-05-10 37940X102 Equity (Common)
2.46%
$0.91 11,800
9 INTC Intel Corporation Since 2026-05-10 458140100 Equity (Common)
1.19%
$0.44 12,000
10 LMT Lockheed Martin Corporation Since 2026-05-10 539830109 Equity (Common)
1.95%
$0.73 1,500
11 NVO Novo Nordisk A/S Since 2026-05-10 670100205 Equity (Common)
1.09%
$0.41 8,000
12 PGR The Progressive Corporation Since 2026-05-10 743315103 Equity (Common)
1.78%
$0.66 2,900
13 REGN Regeneron Pharmaceuticals, Inc. Since 2026-05-10 75886F107 Equity (Common)
2.91%
$1.08 1,400
14 CI The Cigna Group Since 2026-05-10 125523100 Equity (Common)
2.00%
$0.75 2,709
15 PFE Pfizer Inc. Since 2026-05-10 717081103 Equity (Common)
2.19%
$0.81 32,700
16 SSNC SS&C Technologies Holdings Inc. Since 2026-05-10 78467J100 Equity (Common)
1.88%
$0.70 8,000
17 MRK Merck & Co., Inc Since 2026-05-10 58933Y105 Equity (Common)
3.11%
$1.16 11,000
18 EVRG Evergy Inc Since 2026-05-10 30034W106 Equity (Common)
3.53%
$1.31 18,100
19 KMI Kinder Morgan, Inc. Since 2026-05-10 49456B101 Equity (Common)
2.63%
$0.98 35,600
20 WTW Willis Towers Watson Public Limited Company Since 2026-05-10 G96629103 Equity (Common)
2.12%
$0.79 2,400
21 J Jacobs Solutions Inc. Since 2026-05-10 46982L108 Equity (Common)
1.07%
$0.40 3,000
22 C Citigroup Inc. Since 2026-05-10 172967424 Equity (Common)
2.82%
$1.05 9,000
23 AER AerCap Holdings N.V. Since 2026-05-10 N00985106 Equity (Common)
2.32%
$0.86 6,000
24 CHTR Charter Communications, Inc. Since 2026-05-10 16119P108 Equity (Common)
3.54%
$1.31 6,300
25 CPAY Corpay Inc Since 2026-05-10 219948106 Equity (Common)
1.78%
$0.66 2,200