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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $7.0B AUM 1,701 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 343 New 270 Added 150 Reduced 44 Exited
Page 10 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UAL UNITED AIRLS HLDGS INC Industrials 12,583.0 $1.6M 0.02% +3K +34.6% $126.62 -11.8%
182 IWF ISHARES TR 12,508.0 $1.5M 0.02% +9K +300.0% $121.98 -0.1%
183 MXI ISHARES TR 14,252.0 $1.5M 0.02% +750.0 +5.5% $106.22 +7.4%
184 RVMD REVOLUTION MEDICINES INC Healthcare 8,007.0 $1.5M 0.02% +241.0 +3.1% $187.28 +13.1%
185 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,382.0 $1.5M 0.02% +5K +124.6% $176.63 -16.3%
186 ENB ENBRIDGE INC Energy 27,132.0 $1.5M 0.02% +13K +87.1% $54.14 -5.8%
187 CF CF INDUSTRIES HOLD Basic Materials 11,024.0 $1.4M 0.02% +271.0 +2.5% $129.84 -3.2%
188 BNS BANK NOVA SCOTIA B C Financial Services 19,363.0 $1.4M 0.02% +5K +39.6% $73.67 +17.3%
189 VUG VANGUARD INDEX FDS 3,211.0 $1.4M 0.02% +1K +67.9% $436.79 -80.0%
190 EQX EQUINOX GOLD CORP Basic Materials 142,977.0 $1.4M 0.02% +13K +9.8% $9.72 +32.5%
191 ETN EATON CORP PLC Industrials 3,801.0 $1.4M 0.02% +162.0 +4.5% $357.67 +16.1%
192 VICI VICI PPTYS INC Real Estate 68,775.0 $1.2M 0.02% +26K +62.7% $18.12 +46.7%
193 USB US BANCORP Financial Services 33,871.0 $1.2M 0.02% +15K +80.9% $36.59 +68.9%
194 SYK STRYKER CORPORATION Healthcare 3,719.0 $1.2M 0.02% +915.0 +32.6% $328.59 -0.3%
195 ZM ZOOM COMMUNICATIONS INC Technology 14,200.0 $1.2M 0.02% +3K +30.5% $85.01 +25.0%
196 EA ELECTRONIC ARTS INC Communication Services 5,783.0 $1.2M 0.02% +919.0 +18.9% $204.28 +2.7%
197 VALE VALE S A Basic Materials 75,365.0 $1.2M 0.02% +7K +10.5% $15.62 -8.9%
198 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,899.0 $1.2M 0.02% +3K +74.0% $168.48 -9.2%
199 CMI CUMMINS INC Industrials 1,816.0 $1.2M 0.02% +1K +151.9% $636.65 -6.8%
200 TD TORONTO DOMINION BK ONT Financial Services 10,375.0 $1.1M 0.02% +6K +157.8% $108.97 +7.2%
Page 10 of 14  ·  270 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 33.7%
Financial Services 12.2%
Healthcare 12.1%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 8.9%
Consumer Defensive 4.7%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%