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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 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KRE SPDR SERIES TRUST 5,461.0 $356K 0.01% NEW $65.15 +14.9%
202 MMM 3M CO Industrials 2,194.0 $355K 0.01% NEW $161.96 +10.5%
203 DISV DIMENSIONAL ETF TRUST 9,000.0 $355K 0.01% NEW $39.44 +12.8%
204 KR KROGER CO Consumer Defensive 6,391.0 $355K 0.01% NEW $55.51 +4.3%
205 LIT GLOBAL X FDS 4,528.0 $355K 0.01% NEW $78.30 -2.2%
206 VECO VEECO INSTRS INC DEL Technology 4,635.0 $351K 0.01% NEW $75.82 -36.9%
207 ALAB ASTERA LABS INC Technology 727.0 $351K 0.01% NEW $483.02 -41.0%
208 LEN LENNAR CORP Consumer Cyclical 3,798.0 $344K 0.01% NEW $90.52 -3.9%
209 ARKK ARK ETF TR 4,203.0 $340K 0.01% NEW $80.84 +6.6%
210 DOCN DIGITALOCEAN HLDGS INC Technology 2,129.0 $334K 0.01% NEW $157.08 -26.4%
211 SRPT SAREPTA THERAPEUTICS INC Healthcare 18,344.0 $330K 0.01% NEW $17.98 +4.5%
212 EVMN EVOMMUNE INC Healthcare 24,217.0 $322K 0.01% NEW $13.29 +5.5%
213 GLIN VANECK ETF TRUST 6,775.0 $314K 0.00% NEW $46.28 -1.0%
214 CB CHUBB LIMITED Financial Services 912.0 $311K 0.00% NEW $340.84 +0.0%
215 LYFT LYFT INC Technology 21,254.0 $311K 0.00% NEW $14.61 +19.5%
216 MSM MSC INDL DIRECT INC Industrials 2,598.0 $309K 0.00% NEW $118.99 +0.7%
217 QBTS D-WAVE QUANTUM INC Technology 12,863.0 $309K 0.00% NEW $24.00 -15.0%
218 JOBY JOBY AVIATION INC Industrials 34,411.0 $307K 0.00% NEW $8.92 -15.6%
219 XPEV XPENG INC Consumer Cyclical 22,908.0 $303K 0.00% NEW $13.24 -8.0%
220 BB BLACKBERRY LTD Technology 23,960.0 $303K 0.00% NEW $12.65 -36.5%
Page 11 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%