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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 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CCK CROWN HLDGS INC Consumer Cyclical 5,000 $515K 0.01% SOLD
22 MDLZ MONDELEZ INTL INC Consumer Defensive 9,139 $492K 0.01% SOLD
23 VRSK VERISK ANALYTICS INC Industrials 2,001 $448K 0.01% SOLD
24 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 7,109 $431K 0.01% SOLD
25 PDBC INVESCO ACTVELY MNGD ETC FD 32,000 $424K 0.01% SOLD
26 VLTO VERALTO CORP Industrials 4,068 $406K 0.01% SOLD
27 MTD METTLER TOLEDO INTERNATIONAL Healthcare 287 $400K 0.01% SOLD
28 PSTG PURE STORAGE INC 5,895 $395K 0.01% SOLD
29 VMC VULCAN MATLS CO Basic Materials 1,365 $389K 0.01% SOLD
30 NVR NVR INC Consumer Cyclical 53 $387K 0.01% SOLD
31 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,640 $370K 0.01% SOLD
32 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,209 $361K 0.01% SOLD
33 PAYC PAYCOM SOFTWARE INC Technology 2,132 $340K 0.01% SOLD
34 KBWB INVESCO EXCH TRADED FD TR II 3,008 $254K 0.00% SOLD
35 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,312 $253K 0.00% SOLD
36 BLOK AMPLIFY ETF TR 4,120 $237K 0.00% SOLD
37 SGOL ETFS GOLD TR Financial Services 5,665 $234K 0.00% SOLD
38 CRH PLC 1,737 $221K 0.00% SOLD
39 TTEK TETRA TECH INC NEW Industrials 6,500 $218K 0.00% SOLD
40 ASTRAZENECA PLC 2,275 $210K 0.00% SOLD
Page 2 of 3  ·  44 positions
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%