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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 8 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TGT TARGET CORP Consumer Defensive 19,470.0 $2.4M 0.04% +10K +102.5% $123.70 +27.9%
142 HL HECLA MINING COMPANY Basic Materials 155,699.0 $2.4M 0.03% +96K +159.5% $15.43 +34.9%
143 STT STATE STR CORP Financial Services 15,965.0 $2.4M 0.03% +2K +13.8% $149.57 +22.4%
144 SLB SLB LIMITED Energy 46,452.0 $2.4M 0.03% +31K +203.9% $51.39 +4.2%
145 EQT EQT CORP Energy 38,150.0 $2.4M 0.03% +21K +125.0% $61.65 -12.6%
146 SHOP SHOPIFY INC Technology 20,115.0 $2.3M 0.03% +18K +701.1% $115.45 +27.5%
147 CVE CENOVUS ENERGY INC Energy 113,397.0 $2.3M 0.03% +86K +315.1% $20.48 +58.6%
148 TER TERADYNE INC Technology 5,902.0 $2.3M 0.03% +3K +104.7% $392.24 -2.3%
149 ROK ROCKWELL AUTOMATION INC Industrials 5,711.0 $2.3M 0.03% +2K +73.6% $402.90 +7.1%
150 SH PROSHARES TR 60,510.0 $2.3M 0.03% +45K +296.4% $37.93 -14.1%
151 PFE PFIZER INC Healthcare 92,059.0 $2.3M 0.03% +55K +149.1% $24.55 +13.2%
152 HAL HALLIBURTON CO Energy 62,770.0 $2.2M 0.03% +49K +364.3% $35.03 +1.9%
153 SLV ISHARES SILVER TR Financial Services 38,686.0 $2.2M 0.03% +29K +303.2% $56.67 +8.8%
154 STLD STEEL DYNAMICS INC Basic Materials 15,635.0 $2.1M 0.03% +14K +1167.0% $137.44 +59.3%
155 LQD ISHARES TR 19,539.0 $2.1M 0.03% +1K +6.0% $109.05 -2.7%
156 RGLD ROYAL GOLD INC Basic Materials 10,615.0 $2.1M 0.03% +5K +106.2% $199.62 +26.4%
157 TPR TAPESTRY INC Consumer Cyclical 14,500.0 $2.1M 0.03% +8K +115.0% $144.41 -10.1%
158 ASML ASML HLDG NV Technology 1,128.0 $2.1M 0.03% +703.0 +165.4% $1835.64 -4.6%
159 IVV ISHARES TR 2,753.0 $2.1M 0.03% +396.0 +16.8% $745.55 +2.8%
160 VTV VANGUARD INDEX FDS 9,991.0 $2.1M 0.03% +6K +140.8% $205.43 +9.6%
Page 8 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%