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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 8 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MET METLIFE INC. Financial Services 254.0 $18K 0.11% $70.72 +12.8%
142 KEYS KEYSIGHT TECHNOLOGIES IN. Technology 63.0 $18K 0.11% $282.37 +23.6%
143 CME CME GROUP INC. Financial Services 60.0 $18K 0.11% $295.35 +3.3%
144 VICI VICI PROPERTIES INC. Real Estate 641.0 $18K 0.11% $27.32 +2.1%
145 HBAN HUNTINGTON BANCSHARES INC. Financial Services 1,105.0 $17K 0.11% $15.65 -1.5%
146 ULTA ULTA BEAUTY INC. Consumer Cyclical 33.0 $17K 0.10% $522.70 -5.4%
147 BSX BOSTON SCIENTIFIC CORP. Healthcare 273.0 $17K 0.10% $62.75 -10.9%
148 MNST MONSTER BEVERAGE CORP. Consumer Defensive 234.0 $17K 0.10% $72.46 +20.2%
149 SYF SYNCHRONY FINANCIAL. Financial Services 249.0 $17K 0.10% $68.02 +4.9%
150 ENB ENBRIDGE INC. Energy 310.0 $17K 0.10% $54.04 +2.4%
151 CIEN CIENA CORP. Technology 43.0 $17K 0.10% $388.23 +35.1%
152 EQIX EQUINIX INC. Real Estate 17.0 $17K 0.10% $980.24 +8.1%
153 ACGL ARCH CAPITAL GROUP LTD. Financial Services 173.0 $17K 0.10% $96.01 -0.1%
154 COF CAPITAL ONE FINANCIAL CORP. Financial Services 91.0 $17K 0.10% $182.43 +2.6%
155 BIIB BIOGEN INC. Healthcare 90.0 $16K 0.10% $183.33 +5.2%
156 HOOD ROBINHOOD MARKETS INC - A. Financial Services 237.0 $16K 0.10% $69.30 +11.3%
157 A AGILENT TECHNOLOGIES INC. Healthcare 143.0 $16K 0.10% $113.98 -1.6%
158 UPS UNITED PARCEL SERVICE-CL B. Industrials 164.0 $16K 0.10% $98.38 +0.6%
159 EXC EXELON CORP. Utilities 329.0 $16K 0.10% $49.02 -11.5%
160 EBAY EBAY INC. Consumer Cyclical 177.0 $16K 0.10% $91.02 +27.6%
Page 8 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%