Brunner Investment Trust reveals top holdings, Microsoft leads at 7.17%

Published 08/08/2025, 17:00
© Reuters.

LONDON - Brunner Investment Trust PLC (LSE:BUT) disclosed its top 10 holdings and geographical distribution as of July 31, 2025, according to a press release statement issued Friday.

Microsoft Corporation (NASDAQ:MSFT) emerged as the trust’s largest holding, representing 7.17% of the portfolio with a market value of £47.14 million. Taiwan Semiconductor’s American Depositary Receipts ranked second at 3.96% (£26.06 million), followed by Visa Inc (NYSE:V). Class A shares at 3.80% (£24.96 million).

Other significant positions include Alphabet (NASDAQ:GOOGL) Inc. Class A (3.37%), Auto Trader Group Plc (LON:AUTOA) (2.85%), Charles Schwab (NYSE:SCHW) Corporation (2.66%), Bank of Ireland Group Plc (2.61%), InterContinental Hotels Group (2.53%), TotalEnergies (EPA:TTEF) SE (2.52%), and Shell Plc (2.46%).

The geographical distribution data shows North America as the dominant region in the portfolio at 42.16%, with all investments in this category allocated to the United States. The United Kingdom (TADAWUL:4280) follows at 24.16%, while Europe excluding the UK accounts for 23.37% of investments.

Within Europe, France represents the largest country allocation at 4.76%, followed by Switzerland (3.20%), Spain (3.60%), and Sweden (2.91%).

The Pacific region excluding Japan comprises 8.44% of the portfolio, with Taiwan being the largest country allocation in this category at 3.98%. Japanese investments represent 1.87% of the total portfolio.

The trust’s total gross assets stood at £657.74 million, with investments valued at £654.53 million as of July 31, 2025.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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