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Portfolio (Quarterly) Guide ↗

OVERSEA-CHINESE BANKING Corp Ltd

· CIK 0001291318
13F Portfolio $3.8B AUM 582 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 60 New 107 Added 133 Reduced 67 Exited
Page 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MXI ISHARES TR GLOBAL MATER ETF 25,738.0 $2.5M 0.07% +921.0 +3.7% $96.64 +9.8%
62 BAC BANK AMERICA CORP COM Financial Services 43,032.0 $2.4M 0.06% +13K +42.8% $55.20 +9.8%
63 COST COSTCO WHSL CORP NEW COM Consumer Defensive 2,519.0 $2.2M 0.06% +767.0 +43.8% $862.21 +6.9%
64 BZ KANZHUN LIMITED SPONSORED ADS Industrials 102,400.0 $2.1M 0.06% +12K +13.4% $20.37 -30.1%
65 MAA MID-AMER APT CMNTYS INC COM Real Estate 13,135.0 $1.8M 0.05% +2K +18.3% $138.91 -3.8%
66 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 49,806.0 $1.5M 0.04% +34K +210.8% $30.08 -8.1%
67 VEEV VEEVA SYS INC CL A COM Healthcare 6,245.0 $1.4M 0.04% +2K +31.9% $223.65 -13.7%
68 NKE NIKE INC CL B Consumer Cyclical 21,902.0 $1.3M 0.04% +6K +37.4% $61.21 -30.0%
69 ITA ISHARES TR US AER DEF ETF 5,832.0 $1.3M 0.03% +510.0 +9.6% $214.69 +9.6%
70 CMCSA COMCAST CORP NEW CL A Communication Services 41,367.0 $1.2M 0.03% +11K +36.8% $29.89 -22.4%
71 TGT TARGET CORP COM Consumer Defensive 12,610.0 $1.2M 0.03% +701.0 +5.9% $97.90 +36.9%
72 CLX CLOROX CO DEL COM Consumer Defensive 12,009.0 $1.2M 0.03% +10K +379.2% $100.13 -5.4%
73 SHG SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD Financial Services 22,016.0 $1.2M 0.03% +2K +8.9% $53.63 +32.9%
74 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 7,927.0 $1.2M 0.03% +5K +220.8% $148.49 -24.4%
75 PYPL PAYPAL HLDGS INC COM Financial Services 19,645.0 $1.2M 0.03% +8K +70.6% $59.49 -20.4%
76 CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 16,199.0 $1.2M 0.03% +5K +50.4% $71.45 +32.6%
77 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 20,914.0 $1.1M 0.03% +16K +299.4% $53.94 +5.6%
78 LMT LOCKHEED MARTIN CORP COM Industrials 2,292.0 $1.1M 0.03% +574.0 +33.4% $483.67 +6.5%
79 EL LAUDER ESTEE COS INC CL A Consumer Defensive 10,214.0 $1.1M 0.03% +800.0 +8.5% $106.70 -24.2%
80 CRWD CROWDSTRIKE HLDGS INC CL A Technology 2,274.0 $1.1M 0.03% +1K +188.9% $118.98 +77.1%
Page 4 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Consumer Cyclical 14.5%
Financial Services 12.6%
Communication Services 8.5%
Healthcare 6.8%
Real Estate 5.3%
Industrials 3.4%
Consumer Defensive 2.3%
Basic Materials 1.2%
Energy 0.2%