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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 9 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEE NEXTERA ENERGY INC. Utilities 199.0 $16K 0.00% NEW $80.28 +8.4%
162 SNPS SYNOPSYS INC. Technology 34.0 $16K 0.00% NEW $469.71 +5.2%
163 BIIB BIOGEN INC. Healthcare 90.0 $16K 0.00% NEW $175.99 +9.5%
164 EBAY EBAY INC. Consumer Cyclical 177.0 $15K 0.00% NEW $87.10 +31.5%
165 MPWR MONOLITHIC POWER SYSTEMS INC. Technology 17.0 $15K 0.00% NEW $906.35 +64.4%
166 AXON AXON ENTERPRISE INC. Industrials 27.0 $15K 0.00% NEW $567.93 -29.8%
167 DHI DR HORTON INC. Consumer Cyclical 105.0 $15K 0.00% NEW $144.03 -4.6%
168 RBLX ROBLOX CORP -CLASS A. Technology 186.0 $15K 0.00% NEW $81.03 -42.1%
169 PHM PULTEGROUP INC. Consumer Cyclical 128.0 $15K 0.00% NEW $117.26 -4.5%
170 ENB ENBRIDGE INC. Energy 310.0 $15K 0.00% NEW $47.92 +17.1%
171 MFC MANULIFE FINANCIAL CORP. Financial Services 408.0 $15K 0.00% NEW $36.36 +4.6%
172 EA ELECTRONIC ARTS INC. Communication Services 72.0 $15K 0.00% NEW $204.33 -1.4%
173 IQVIA HOLDINGS INC. 65.0 $15K 0.00% NEW $225.42
174 PCAR PACCAR INC. Industrials 132.0 $14K 0.00% NEW $109.51 +1.2%
175 AMGN AMGEN INC. Healthcare 44.0 $14K 0.00% NEW $327.32 -1.1%
176 EXC EXELON CORP. Utilities 329.0 $14K 0.00% NEW $43.59 +0.7%
177 TTWO TAKE-TWO INTERACTIVE SOFTWRE. Communication Services 56.0 $14K 0.00% NEW $256.04 -5.6%
178 KGC KINROSS GOLD CORP. Basic Materials 507.0 $14K 0.00% NEW $28.20 +1.6%
179 VLTO VERALTO CORP. Industrials 142.0 $14K 0.00% NEW $99.78 -13.2%
180 USB US BANCORP. Financial Services 263.0 $14K 0.00% NEW $53.36 +0.3%
Page 9 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%