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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 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 REGN REGENERON PHARMACEUTICALS Healthcare 656.0 $409K 0.01% NEW $623.73 +33.7%
182 HCA HCA HEALTHCARE INC Healthcare 1,049.0 $409K 0.01% NEW $389.74 +10.1%
183 BDX BECTON DICKINSON & CO Healthcare 2,700.0 $408K 0.01% NEW $151.27 +26.9%
184 TECL DIREXION SHARES ETF TRUST 1,707.0 $394K 0.01% NEW $230.83 -15.6%
185 QS QUANTUMSCAPE CORP Consumer Cyclical 51,884.0 $392K 0.01% NEW $7.56 -20.9%
186 NOK NOKIA CORP Technology 29,338.0 $390K 0.01% NEW $13.28 -23.1%
187 EWZ ISHARES INC 11,125.0 $384K 0.01% NEW $34.51 +1.6%
188 TEM TEMPUS AI INC Healthcare 6,597.0 $382K 0.01% NEW $57.95 +25.4%
189 MAS MASCO CORP Industrials 6,329.0 $382K 0.01% NEW $60.37 +21.4%
190 XLK SELECT SECTOR SPDR TR 2,000.0 $381K 0.01% NEW $190.58 -3.8%
191 GLPI GAMING & LEISURE P Real Estate 8,457.0 $376K 0.01% NEW $44.51 -2.2%
192 NLR VANECK ETF TRUST 3,147.0 $365K 0.01% NEW $116.01 +3.4%
193 SSNC SS&C TECH HLDGS Technology 5,883.0 $365K 0.01% NEW $62.03 +33.7%
194 HUBS HUBSPOT INC Technology 1,996.0 $364K 0.01% NEW $182.56 +31.5%
195 RRX REGAL REXNORD CORPORATION Industrials 1,528.0 $364K 0.01% NEW $238.26 -30.3%
196 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 10,740.0 $364K 0.01% NEW $33.89 +10.2%
197 PPL PPL CORP Utilities 10,003.0 $364K 0.01% NEW $36.36 -5.4%
198 RDW REDWIRE CORPORATION Industrials 29,694.0 $363K 0.01% NEW $12.23 -1.7%
199 SAP SAP SE Technology 2,354.0 $363K 0.01% NEW $154.16 +41.9%
200 FIS FIDELITY NATL INFORMATION SV Technology 9,240.0 $359K 0.01% NEW $38.86 +6.4%
Page 10 of 18  ·  343 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%