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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 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AON AON PLC SHS CL A Financial Services 2,105.0 $743K 0.02% NEW $352.88 +1.7%
22 DASH DOORDASH INC CL A Communication Services 3,193.0 $723K 0.02% NEW $226.48 -17.1%
23 GEV GE VERNOVA INC COM Utilities 1,106.0 $723K 0.02% NEW $653.60 +63.1%
24 INGR INGREDION INC COM Consumer Defensive 6,228.0 $687K 0.02% NEW $110.26 -10.9%
25 AMT AMERICAN TOWER CORP NEW COM Real Estate 3,822.0 $671K 0.02% NEW $175.57 -3.8%
26 CME CME GROUP INC COM Financial Services 2,451.0 $669K 0.02% NEW $273.08 -10.8%
27 PAYX PAYCHEX INC COM Industrials 5,871.0 $659K 0.02% NEW $112.18 -2.4%
28 DTE DTE ENERGY CO COM Utilities 5,082.0 $655K 0.02% NEW $128.98 +15.6%
29 TXN TEXAS INSTRS INC COM Technology 3,687.0 $640K 0.02% NEW $173.49 +76.1%
30 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 9,902.0 $631K 0.02% NEW $63.72 +36.7%
31 ETN EATON CORP PLC SHS Industrials 1,732.0 $552K 0.01% NEW $318.54 +30.4%
32 ALL ALLSTATE CORP COM Financial Services 2,515.0 $523K 0.01% NEW $208.15 +20.3%
33 ZM ZOOM COMMUNICATIONS INC CL A Technology 6,062.0 $523K 0.01% NEW $86.29 +5.6%
34 LNG CHENIERE ENERGY INC COM NEW Energy 2,196.0 $427K 0.01% NEW $194.39 +36.3%
35 EOG EOG RES INC COM Energy 3,849.0 $404K 0.01% NEW $105.01 +31.4%
36 CTVA CORTEVA INC COM Basic Materials 5,365.0 $360K 0.01% NEW $67.03 +26.7%
37 SYY SYSCO CORP COM Consumer Defensive 4,468.0 $329K 0.01% NEW $73.69 +12.4%
38 SOFI SOFI TECHNOLOGIES INC COM Financial Services 11,580.0 $311K 0.01% NEW $26.82 -30.8%
39 GILD GILEAD SCIENCES INC COM Healthcare 2,484.0 $305K 0.01% NEW $122.74 +5.9%
40 XLI SELECT SECTOR SPDR TR STATE STREET IND 1,950.0 $302K 0.01% NEW $155.09 +16.4%
Page 2 of 3  ·  60 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%