TSW Large Cap Value Fund

TSW Large Cap Value Fund is a registered fund series of Perpetual Americas Funds Trust (series S000074043). Net assets $36.1M as of 2026-03-31.

Profile

Advisers

Top holdings (41 reported)

Showing 15 of 41 holdings by value.

HoldingTickerValue% of fund
Northern Institutional Funds$3.3M927.36%
Crown Castle Inc.$1.6M450.96%
Charter Communications, Inc.$1.6M437.02%
Chevron Corp.$1.5M413.10%
The Kraft Heinz Co.$1.5M410.38%
Dominion Energy Inc$1.4M394.30%
Evergy Inc$1.4M388.47%
Berkshire Hathaway Inc.$1.4M385.37%
Anheuser-Busch Inbev SA/NV$1.2M346.27%
Kinder Morgan, Inc.$1.2M321.72%
Regeneron Pharmaceuticals, Inc.$1.0M278.54%
Fiserv Inc.$1.0M278.53%
SLB Ltd.$1.0M277.89%
HF Sinclair Corp.$998K276.82%
Elevance Health Inc.$966K267.90%

Net asset history

Report dateNet assets
2026-03-31$36.1M
2025-12-31$37.2M
2025-09-30$39.4M
2025-06-30$38.2M
2025-03-31$37.8M
2024-12-31$35.2M
2024-09-30$37.7M
2024-06-28$36.7M

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