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Portfolio (Quarterly) Guide ↗

SWISS RE LTD

· CIK 0001519921
13F Portfolio $16M AUM 239 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 1 Added 1 Reduced 1 Exited
Page 11 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WM WASTE MANAGEMENT INC. Industrials 49.0 $11K 0.07% $229.80 -4.8%
202 IDXX IDEXX LABORATORIES INC. Healthcare 20.0 $11K 0.07% $561.90 -5.2%
203 SYK STRYKER CORP. Healthcare 34.0 $11K 0.07% $328.59 -7.0%
204 KVUE KENVUE INC. Consumer Defensive 645.0 $11K 0.07% $17.24 -0.3%
205 IQVIA HOLDINGS INC. 65.0 $11K 0.07% $170.54
206 TTWO TAKE-TWO INTERACTIVE SOFTWRE. Communication Services 56.0 $11K 0.07% $197.50 +22.7%
207 VEA VANGUARD FTSE DEVELOPED ETF. 172.0 $11K 0.07% NEW $64.08 +7.8%
208 BDX BECTON DICKINSON AND CO. Healthcare 70.0 $11K 0.07% $157.23 -8.8%
209 CI CIGNA GROUP/THE. Healthcare 41.0 $11K 0.07% $266.76 +6.9%
210 AME AMETEK INC. Industrials 51.0 $11K 0.07% $214.35 +6.3%
211 PH PARKER HANNIFIN CORP. Industrials 12.0 $11K 0.07% $895.25 -1.7%
212 WAT WATERS CORP. Healthcare 36.0 $11K 0.07% +9.0 +33.3% $297.81 +11.9%
213 NDAQ NASDAQ INC. Financial Services 126.0 $11K 0.07% $84.89 +7.1%
214 AMP AMERIPRISE FINANCIAL INC. Financial Services 24.0 $11K 0.07% $444.42 +5.8%
215 RBLX ROBLOX CORP -CLASS A. Technology 186.0 $11K 0.06% $56.56 -22.7%
216 INSM INSMED INC. Healthcare 62.0 $10K 0.06% $163.52 -29.3%
217 AFL AFLAC INC. Financial Services 92.0 $10K 0.06% $109.71 +6.5%
218 XYL XYLEM INC. Industrials 84.0 $10K 0.06% $119.50 -8.4%
219 ALNY ALNYLAM PHARMACEUTICALS INC. Healthcare 30.0 $10K 0.06% $330.87 -13.3%
220 ROP ROPER TECHNOLOGIES INC. Industrials 28.0 $10K 0.06% $353.86 -10.1%
Page 11 of 12  ·  239 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 37.5%
Financial Services 13.3%
Communication Services 12.2%
Industrials 9.5%
Consumer Cyclical 8.6%
Healthcare 8.1%
Consumer Defensive 4.4%
Basic Materials 2.0%
Utilities 1.6%
Real Estate 1.5%