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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 118,517.0 $2.1M 0.06% -3K -2.4% $17.52 -49.9%
82 CSCO CISCO SYS INC COM Technology 26,072.0 $2.0M 0.05% -4K -12.1% $77.03 +52.0%
83 INFY INFOSYS LTD SPONSORED ADR Technology 105,357.0 $1.9M 0.05% -30K -22.0% $17.82 -38.0%
84 BEKE KE HLDGS INC SPONSORED ADS Real Estate 115,605.0 $1.8M 0.05% -24K -17.4% $15.75 +2.2%
85 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 213,805.0 $1.8M 0.05% -26K -10.9% $8.34 +14.5%
86 PUT ADOBE INC PUT 5,000.0 $1.8M 0.05% -40K -88.9% $353.16
87 GM GENERAL MTRS CO COM Consumer Cyclical 19,417.0 $1.6M 0.04% -47K -70.7% $81.32 -5.5%
88 EPR EPR PPTYS COM SH BEN INT Real Estate 29,435.0 $1.5M 0.04% -60K -67.2% $49.90 +19.3%
89 AMAT APPLIED MATLS INC COM Technology 5,464.0 $1.4M 0.04% -11K -66.7% $263.05 +126.5%
90 RHP RYMAN HOSPITALITY PPTYS INC COM Real Estate 14,733.0 $1.4M 0.04% -2K -10.9% $94.62 +31.0%
91 SHY ISHARES TR 1 3 YR TREAS BD 16,207.0 $1.3M 0.04% -2K -10.9% $82.82 -1.1%
92 JOYY JOYY INC ADS REPSTG COM A Communication Services 19,300.0 $1.2M 0.03% -985.0 -4.9% $64.76 +7.6%
93 SHO SUNSTONE HOTEL INVS INC NEW COM Real Estate 136,415.0 $1.2M 0.03% -16K -10.8% $8.94 +27.1%
94 SOXX ISHARES TR ISHARES SEMICDTR 3,918.0 $1.2M 0.03% -3K -45.1% $301.10 +88.6%
95 ISHARES TR HDG MSCI JAPAN 20,530.0 $1.1M 0.03% -61K -74.9% $52.70
96 KO COCA COLA CO COM Consumer Defensive 14,583.0 $1.0M 0.03% -6K -29.0% $69.92 +18.8%
97 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 35,000.0 $975K 0.03% -65K -65.0% $27.87 -20.7%
98 DE DEERE & CO COM Industrials 2,000.0 $931K 0.03% -5K -71.4% $465.57 +25.5%
99 SPYV SPDR SERIES TRUST PRTFLO S&P500 VL 16,252.0 $923K 0.02% -2K -8.4% $56.81 +8.4%
100 VTR VENTAS INC COM Real Estate 10,536.0 $815K 0.02% -1K -10.8% $77.38 +19.4%
Page 5 of 7  ·  133 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%