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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 11 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IEI ISHARES TR 9,485.0 $1.1M 0.02% +2K +31.7% $118.60 -1.9%
202 HDB HDFC BANK LTD Financial Services 43,440.0 $1.1M 0.02% +33K +304.2% $25.50 -7.5%
203 JXI ISHARES TR 12,631.0 $1.1M 0.02% +561.0 +4.7% $86.34 -5.5%
204 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 66,291.0 $1.1M 0.01% +44K +202.1% $16.20 +4.6%
205 XENE XENON PHARMACEUTICALS INC Healthcare 17,750.0 $1.1M 0.01% +4K +30.7% $60.36 +0.7%
206 PSX PHILLIPS 66 Energy 5,776.0 $1.1M 0.01% +168.0 +3.0% $182.18 +33.3%
207 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,950.0 $1.0M 0.01% +404.0 +26.1% $536.95 -3.8%
208 ES EVERSOURCE ENERGY Utilities 14,665.0 $1.0M 0.01% +10K +193.2% $71.19 -1.4%
209 PHM PULTE GROUP INC Consumer Cyclical 13,157.0 $1.0M 0.01% +6K +74.5% $77.14 +67.2%
210 CDW CDW CORP Technology 7,405.0 $997K 0.01% +2K +28.4% $134.58 +2.0%
211 EVEREST GROUP LTD 2,857.0 $994K 0.01% +108.0 +3.9% $347.90
212 MSTR STRATEGY INC Technology 11,369.0 $989K 0.01% +9K +501.9% $86.96 +37.1%
213 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 18,974.0 $977K 0.01% +10K +104.3% $51.48 +96.1%
214 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 22,762.0 $960K 0.01% +166.0 +0.7% $42.19 +46.6%
215 ETHA ISHARES ETHEREUM TR Financial Services 60,502.0 $958K 0.01% +26K +76.5% $15.83 +15.1%
216 ANNALY CAPITAL MANAGEMENT IN 71,685.0 $945K 0.01% +28K +65.1% $13.18
217 CI THE CIGNA GROUP Healthcare 3,383.0 $923K 0.01% +238.0 +7.6% $272.82 +1.7%
218 KHC KRAFT HEINZ CO Consumer Defensive 39,083.0 $909K 0.01% +2K +5.0% $23.26 +10.0%
219 CRBG COREBRIDGE FINL INC 33,096.0 $903K 0.01% +5K +16.2% $27.29
220 GPN GLOBAL PMTS INC Industrials 12,531.0 $888K 0.01% +1K +12.8% $70.86 +31.9%
Page 11 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 34.0%
Financial Services 12.3%
Healthcare 12.2%
Industrials 11.3%
Consumer Cyclical 9.4%
Communication Services 8.2%
Consumer Defensive 4.8%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%