Railway Pension Investments Ltd Top Holdings and 13F Report (2025) About Railway Pension Investments LtdInvestment ActivityRailway Pension Investments Ltd has $7.08 billion in total holdings as of June 30, 2025.Railway Pension Investments Ltd owns shares of 210 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 6.91% of the portfolio was purchased this quarter.About 11.45% of the portfolio was sold this quarter.This quarter, Railway Pension Investments Ltd has purchased 212 new stocks and bought additional shares in 40 stocks.Railway Pension Investments Ltd sold shares of 88 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $155,589,848Gilead Sciences $152,276,064Visa $127,512,302Cameco $122,746,728Constellation Energy $120,324,928 Largest New Holdings this Quarter 125523100 - Cigna Group $19,570,336 HoldingG93A5A101 - VIKING HOLDINGS LTD $17,020,826 Holding466313103 - Jabil $16,357,500 Holding125269100 - CF Industries $14,729,200 Holding231561101 - Curtiss-Wright $14,021,385 Holding Largest Purchases this Quarter O'Reilly Automotive 1,123,630 shares (about $101.27M)Fastenal 855,755 shares (about $35.94M)Bristol Myers Squibb 683,500 shares (about $31.64M)Pfizer 1,058,600 shares (about $25.66M)Mastercard 40,100 shares (about $22.53M) Largest Sales this Quarter Walmart 446,500 shares (about $43.66M)Microsoft 80,700 shares (about $40.14M)Meta Platforms 50,100 shares (about $36.98M)Visa 96,800 shares (about $34.37M)Kroger 463,000 shares (about $33.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRailway Pension Investments Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$155,589,848$40,140,987 ▼-20.5%312,8002.2%Computer and TechnologyGILDGilead Sciences$152,276,064$6,496,982 ▼-4.1%1,373,4652.1%MedicalVVisa$127,512,302$34,368,840 ▼-21.2%359,1391.8%Business ServicesCCJCameco$122,746,728$3,956,459 ▼-3.1%1,653,6001.7%Basic MaterialsCEGConstellation Energy$120,324,928$7,132,996 ▼-5.6%372,8001.7%EnergyABBVAbbVie$119,195,698$14,515,484 ▼-10.9%642,1491.7%MedicalCHENIERE ENERGY INC$116,183,392$146,112 ▼-0.1%477,1001.6%COM NEWMETAMeta Platforms$114,197,285$36,978,309 ▼-24.5%154,7201.6%Computer and TechnologyORLYO'Reilly Automotive$108,926,702$101,272,772 ▲1,323.1%1,208,5511.5%Retail/WholesaleGOOGLAlphabet$107,010,381$16,389,390 ▼-13.3%607,2201.5%Computer and TechnologyAMZNAmazon.com$103,617,897$16,366,494 ▼-13.6%472,3001.5%Retail/WholesaleJNJJohnson & Johnson$102,011,949$6,018,350 ▼-5.6%667,8361.4%MedicalAVGOBroadcom$100,665,175$16,621,695 ▼-14.2%365,1921.4%Computer and TechnologyMOAltria Group$100,544,587$7,616,037 ▼-7.0%1,714,9001.4%Consumer StaplesAAPLApple$99,723,289$17,316,348 ▼-14.8%486,0521.4%Computer and TechnologyHOODRobinhood Markets$99,054,548$13,052,022 ▼-11.6%1,057,9361.4%FinanceSPGIS&P Global$98,023,211$15,713,242 ▼-13.8%185,9001.4%FinancePGProcter & Gamble$97,742,661$8,284,640 ▼-7.8%613,4991.4%Consumer StaplesACNAccenture$96,805,091$12,762,603 ▼-11.6%323,8821.4%Computer and TechnologyNOWServiceNow$94,069,320$20,047,560 ▼-17.6%91,5001.3%Computer and TechnologyMCKMcKesson$92,419,679$8,646,804 ▼-8.6%126,1221.3%MedicalPANWPalo Alto Networks$92,375,724$15,695,888 ▼-14.5%451,4061.3%Computer and TechnologyPMPhilip Morris International$90,963,007$2,076,282 ▼-2.2%499,4401.3%Consumer StaplesMRKMerck & Co., Inc.$90,742,295$19,085,476 ▲26.6%1,146,3151.3%MedicalCSCOCisco Systems$89,408,341$11,336,692 ▼-11.3%1,288,6761.3%Computer and TechnologyFCXFreeport-McMoRan$88,247,595$6,645,555 ▲8.1%2,035,7001.2%Basic MaterialsAZOAutoZone$87,987,276$8,166,906 ▼-8.5%23,7021.2%Retail/WholesaleNEENextEra Energy$85,985,833$5,734,092 ▼-6.3%1,238,6321.2%UtilitiesCNPCenterPoint Energy$84,492,6310.0%2,299,7451.2%UtilitiesEQTEQT$84,173,2560.0%1,443,3001.2%EnergyIDXXIDEXX Laboratories$82,773,352$5,792,472 ▼-6.5%154,3301.2%MedicalPEGPublic Service Enterprise Group$80,871,726$7,862,412 ▲10.8%960,7001.1%UtilitiesEQIXEquinix$80,556,451$11,136,580 ▼-12.1%101,2691.1%FinanceBKNGBooking$79,312,588$6,947,088 ▼-8.1%13,7001.1%Retail/WholesaleFASTFastenal$78,124,620$35,941,710 ▲85.2%1,860,1101.1%Retail/WholesaleDOORDASH INC$75,996,075$8,855,625 ▼-10.4%308,2881.1%CL ATXNTexas Instruments$72,788,665$12,353,390 ▼-14.5%350,5861.0%Computer and TechnologyCLColgate-Palmolive$72,048,158$6,526,620 ▼-8.3%792,6091.0%Consumer StaplesTECKTeck Resources$71,416,0680.0%1,768,6001.0%Basic MaterialsGWWW.W. Grainger$63,338,133$10,298,376 ▼-14.0%60,8880.9%IndustrialsCRWDCrowdStrike$61,552,660$5,009,064 ▲8.9%120,8550.9%Computer and TechnologyCOSTCostco Wholesale$57,953,067$4,454,730 ▼-7.1%58,5420.8%Retail/WholesaleKRKroger$57,406,237$33,210,990 ▼-36.6%800,3100.8%Retail/WholesaleDHRDanaher$54,856,660$4,444,650 ▼-7.5%277,6990.8%MedicalEOGEOG Resources$53,716,851$3,444,768 ▲6.9%449,1000.8%EnergyFTNTFortinet$51,156,602$3,530,046 ▼-6.5%484,0250.7%Computer and TechnologyBMYBristol Myers Squibb$50,886,597$31,639,215 ▲164.4%1,099,3000.7%MedicalMAMastercard$50,349,824$22,533,794 ▲81.0%89,6000.7%Business ServicesDDOGDatadog$49,938,6550.0%371,7610.7%Computer and TechnologyNDAQNasdaq$47,857,5840.0%535,2000.7%FinanceHDHome Depot$47,281,161$5,059,632 ▼-9.7%128,9580.7%Retail/WholesaleCMSCMS Energy$47,193,5360.0%681,2000.7%UtilitiesTMOThermo Fisher Scientific$47,061,742$3,770,778 ▼-7.4%116,0700.7%MedicalOTISOtis Worldwide$46,549,302$5,535,218 ▼-10.6%470,1000.7%IndustrialsCTASCintas$45,442,302$4,323,678 ▼-8.7%203,8960.6%Business ServicesFICOFair Isaac$44,949,536$4,569,900 ▼-9.2%24,5900.6%Computer and TechnologyRSGRepublic Services$44,814,216$3,353,896 ▲8.1%181,7210.6%Business ServicesIBMInternational Business Machines$43,804,308$3,950,052 ▼-8.3%148,6000.6%Computer and TechnologyROLRollins$42,547,281$3,199,014 ▼-7.0%754,1170.6%ConstructionCTSHCognizant Technology Solutions$42,290,699$93,636 ▲0.2%541,9800.6%Computer and TechnologyHCAHCA Healthcare$40,902,438$881,130 ▲2.2%106,7670.6%MedicalMSIMotorola Solutions$40,069,838$3,952,324 ▼-9.0%95,3000.6%Computer and TechnologyNTNXNutanix$39,109,8380.0%511,6410.6%Computer and TechnologyWMTWalmart$38,147,791$43,658,770 ▼-53.4%390,1390.5%Retail/WholesaleTJXTJX Companies$37,787,940$1,173,155 ▼-3.0%306,0000.5%Retail/WholesaleITGartner$36,936,815$8,731,152 ▼-19.1%91,3780.5%Business ServicesHPQHP$36,876,263$413,374 ▼-1.1%1,507,6150.5%Computer and TechnologyCHKPCheck Point Software Technologies$36,800,291$2,832,000 ▼-7.1%166,3290.5%Computer and TechnologyVERALTO CORP$36,675,034$1,009,500 ▼-2.7%363,2990.5%COM SHSLPLALPL Financial$36,184,605$7,499,400 ▲26.1%96,5000.5%FinanceHESHess$35,383,1160.0%255,4000.5%EnergyVZVerizon Communications$34,918,890$6,356,363 ▲22.3%807,0000.5%Computer and TechnologyNTAPNetApp$34,612,768$703,230 ▲2.1%324,8500.5%Computer and TechnologyADPAutomatic Data Processing$34,109,040$1,326,120 ▲4.0%110,6000.5%Computer and TechnologyCVXChevron$33,091,2090.0%231,1000.5%EnergyWMWaste Management$32,944,588$4,278,934 ▲14.9%143,9760.5%Business ServicesGHGuardant Health$32,310,4910.0%620,8780.5%MedicalNVTnVent Electric$31,605,9830.0%431,4810.4%Computer and TechnologyPTCPTC$31,422,0630.0%182,3260.4%Computer and TechnologyABTAbbott Laboratories$31,404,7090.0%230,9000.4%MedicalCHDChurch & Dwight$31,399,040$2,739,135 ▼-8.0%326,6990.4%Consumer StaplesLOWLowe's Companies$30,503,353$3,350,237 ▲12.3%137,4830.4%Retail/WholesaleKMBKimberly-Clark$29,187,617$2,655,752 ▼-8.3%226,4010.4%Consumer StaplesBSXBoston Scientific$28,946,995$751,870 ▼-2.5%269,5000.4%MedicalCMCSAComcast$28,284,325$324,779 ▲1.2%792,5000.4%Consumer DiscretionaryPFEPfizer$27,839,640$25,660,464 ▲1,177.5%1,148,5000.4%MedicalQCOMQUALCOMM$26,803,458$19,748,240 ▲279.9%168,3000.4%Computer and TechnologyELVElevance Health$25,837,835$272,272 ▲1.1%66,4280.4%MedicalBILLBILL$25,440,5020.0%549,9460.4%Computer and TechnologyCRCCalifornia Resources$24,914,264$3,320,209 ▲15.4%545,5280.4%EnergyTWLOTwilio$24,838,0500.0%199,7270.4%Computer and TechnologyAMGNAmgen$24,598,401$5,416,674 ▲28.2%88,1000.3%MedicalMCDMcDonald's$24,571,497$13,936,509 ▲131.0%84,1000.3%Retail/WholesaleOWLBlue Owl Capital$24,375,5690.0%1,268,9000.3%FinanceBLOCK INC$24,055,5750.0%354,1230.3%CL AJPMJPMorgan Chase & Co.$23,530,255$19,394,979 ▼-45.2%81,1640.3%FinanceOKTAOkta$22,522,8410.0%225,2960.3%Computer and TechnologyMMCMarsh & McLennan Companies$22,476,192$2,623,680 ▲13.2%102,8000.3%FinanceINTUIntuit$22,211,166$4,331,965 ▲24.2%28,2000.3%Computer and TechnologyELEstee Lauder Companies$21,937,2000.0%271,5000.3%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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