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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.2B AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 474 New
Page 12 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG CONSTELLATION ENERGY CORP Utilities 5,611.0 $1.8M 0.03% NEW $329.07 -13.1%
222 RCI ROGERS COMMUNICATIONS INC Communication Services 53,567.0 $1.8M 0.03% NEW $34.43 +4.9%
223 BUNGE GLOBAL SA 22,681.0 $1.8M 0.03% NEW $81.25
224 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32,126.0 $1.8M 0.03% NEW $56.87 -44.3%
225 HOLOGIC INC 25,724.0 $1.7M 0.03% NEW $67.49
226 PAAS PAN AMERN SILVER CORP Basic Materials 43,946.0 $1.7M 0.03% NEW $38.73 +41.5%
227 EQX EQUINOX GOLD CORP Basic Materials 151,601.0 $1.7M 0.03% NEW $11.22 +9.7%
228 ES EVERSOURCE ENERGY Utilities 23,905.0 $1.7M 0.03% NEW $71.14 -2.1%
229 XLF SELECT SECTOR SPDR TR 31,166.0 $1.7M 0.03% NEW $54.13 -4.4%
230 JBBB JANUS DETROIT STR TR 35,000.0 $1.7M 0.03% NEW $48.17 -1.7%
231 LQD ISHARES TR 15,000.0 $1.7M 0.03% NEW $111.47 -3.0%
232 OTEX OPEN TEXT CORP Technology 43,540.0 $1.6M 0.03% NEW $37.39 -37.9%
233 VICI VICI PPTYS INC Real Estate 49,730.0 $1.6M 0.03% NEW $32.61 -12.9%
234 VERA VERA THERAPEUTICS INC Healthcare 55,317.0 $1.6M 0.03% NEW $29.06 +19.1%
235 APLS APELLIS PHARMACEUTICALS INC Healthcare 70,500.0 $1.6M 0.03% NEW $22.63 +81.3%
236 CARR CARRIER GLOBAL CORPORATION Industrials 26,678.0 $1.6M 0.03% NEW $59.70 +4.2%
237 GE GE AEROSPACE Industrials 5,251.0 $1.6M 0.03% NEW $300.82 +0.3%
238 MTB M & T BK CORP Financial Services 7,964.0 $1.6M 0.03% NEW $197.62 +7.4%
239 IVV ISHARES TR 2,322.0 $1.5M 0.03% NEW $666.76 +11.9%
240 DXCM DEXCOM INC Healthcare 22,984.0 $1.5M 0.03% NEW $67.29 +6.9%
Page 12 of 24  ·  474 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 32.4%
Financial Services 14.3%
Industrials 12.5%
Healthcare 12.1%
Consumer Cyclical 10.9%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 2.2%
Basic Materials 1.8%
Real Estate 1.1%