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Portfolio (Quarterly) Guide ↗

SWISS RE LTD

· CIK 0001519921
13F Portfolio $1.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 237 New
Page 12 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WAT WATERS CORP. Healthcare 27.0 $10K 0.00% NEW $379.81 -12.5%
222 GM GENERAL MOTORS CO. Consumer Cyclical 125.0 $10K 0.00% NEW $81.32 -9.2%
223 AFL AFLAC INC. Financial Services 92.0 $10K 0.00% NEW $110.27 +6.5%
224 CIEN CIENA CORP. Technology 43.0 $10K 0.00% NEW $233.86 +135.1%
225 MCO MOODY'S CORP. Financial Services 19.0 $10K 0.00% NEW $510.84 -15.6%
226 EXR EXTRA SPACE STORAGE INC. Real Estate 74.0 $10K 0.00% NEW $130.22 +6.3%
227 KMB KIMBERLY-CLARK CORP. Consumer Defensive 95.0 $10K 0.00% NEW $100.89 -4.0%
228 ALL ALLSTATE CORP. Financial Services 46.0 $10K 0.00% NEW $208.15 +4.6%
229 PRU PRUDENTIAL FINANCIAL INC. Financial Services 84.0 $9K 0.00% NEW $112.88 -9.6%
230 CTVA CORTEVA INC. Basic Materials 140.0 $9K 0.00% NEW $67.03 +22.0%
231 INGERSOLL-RAND INC. 118.0 $9K 0.00% NEW $79.22
232 ZS ZSCALER INC. Technology 41.0 $9K 0.00% NEW $224.93 -26.6%
233 OTIS OTIS WORLDWIDE CORP. Industrials 104.0 $9K 0.00% NEW $87.35 -18.6%
234 GIS GENERAL MILLS INC. Consumer Defensive 194.0 $9K 0.00% NEW $46.50 -29.1%
235 DDOG DATADOG INC - CLASS A. Technology 62.0 $8K 0.00% NEW $135.98 +50.5%
236 PSTG PURE STORAGE INC - CLASS A. Technology 60.0 $4K NEW $67.02 -0.1%
237 SPY SPDR S&P 500 ETF TRUST. Financial Services 5.0 $3K NEW $682.00 +8.3%
Page 12 of 12  ·  237 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 38.6%
Financial Services 14.0%
Communication Services 12.7%
Consumer Cyclical 8.9%
Industrials 8.5%
Healthcare 8.0%
Consumer Defensive 3.9%
Basic Materials 1.7%
Real Estate 1.5%
Utilities 1.3%