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Portfolio (Quarterly) Guide ↗

Vontobel Holding Ltd.

· CIK 0001588340
13F Portfolio $31.4B AUM 3,315 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1469 New
Page 51 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AAOI APPLIED OPTOELECTRONICS INC Technology 3,881.0 $575K 0.00% NEW $148.16 -15.8%
1002 PCG PG&E CORP Utilities 34,155.0 $574K 0.00% NEW $16.82 +4.6%
1003 AIRR FIRST TR EXCHANGE TRADED FD 4,300.0 $573K 0.00% NEW $133.25 -13.5%
1004 WCN WASTE CONNECTIONS INC Industrials 3,411.0 $568K 0.00% NEW $166.51 +1.7%
1005 CACI CACI INTL INC Technology 1,226.0 $568K 0.00% NEW $463.26 +39.7%
1006 GRAB CALL GRAB HOLDINGS LIMITED Technology 150,000.0 $566K 0.00% NEW $3.77 -7.7%
1007 KOID KRANESHARES TRUST 13,705.0 $565K 0.00% NEW $41.22 -10.5%
1008 KEEL CALL KEEL INFRASTRUCTURE CORP Technology 98,400.0 $565K 0.00% NEW $5.74 -42.2%
1009 NVAX NOVAVAX INC Healthcare 59,865.0 $564K 0.00% NEW $9.42 -5.1%
1010 DEO DIAGEO PLC Consumer Defensive 7,000.0 $563K 0.00% NEW $80.38 +17.7%
1011 NTNX NUTANIX INC Technology 10,993.0 $560K 0.00% NEW $50.96 +32.7%
1012 APLD PUT APPLIED DIGITAL CORP Technology 15,000.0 $560K 0.00% NEW $37.30 -27.1%
1013 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,860.0 $559K 0.00% NEW $115.04 +1.3%
1014 ASTS AST SPACEMOBILE INC Technology 6,248.0 $555K 0.00% NEW $88.86 -22.7%
1015 VNET VNET GROUP INC Technology 68,719.0 $553K 0.00% NEW $8.04 -16.4%
1016 RIO RIO TINTO PLC Basic Materials 5,810.0 $552K 0.00% NEW $94.93 +10.9%
1017 MLM MARTIN MARIETTA MATLS INC Basic Materials 956.0 $551K 0.00% NEW $576.70 -7.2%
1018 VNM VANECK ETF TRUST 29,580.0 $546K 0.00% NEW $18.45 -3.1%
1019 ATEC ALPHATEC HLDGS INC Healthcare 63,066.0 $546K 0.00% NEW $8.65 +9.6%
1020 ETSY INC 7,212.0 $543K 0.00% NEW $75.33
Page 51 of 74  ·  1,469 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 34.2%
Industrials 15.9%
Financial Services 13.1%
Healthcare 8.7%
Consumer Cyclical 8.1%
Communication Services 6.0%
Consumer Defensive 3.9%
Basic Materials 3.8%
Energy 3.2%
Utilities 1.6%