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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 12 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FDX FEDEX CORP Industrials 1,930.0 $303K 0.00% NEW $156.93 +107.1%
222 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 4,642.0 $299K 0.00% NEW $64.45 +11.6%
223 DSGX DESCARTES SYS GROUP INC Technology 4,190.0 $299K 0.00% NEW $71.40 +9.5%
224 OIH VANECK ETF TRUST 740.0 $299K 0.00% NEW $404.21 +2.8%
225 BX BLACKSTONE INC Financial Services 2,538.0 $299K 0.00% NEW $117.70 +21.8%
226 FTAI AVIATION LTD 1,204.0 $295K 0.00% NEW $245.00
227 AI C3 AI INC Technology 32,413.0 $295K 0.00% NEW $9.09 +13.3%
228 TUR ISHARES INC 7,515.0 $293K 0.00% NEW $39.02 +4.4%
229 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 63,291.0 $292K 0.00% NEW $4.62 -23.6%
230 UAA UNDER ARMOUR INC Consumer Cyclical 45,184.0 $289K 0.00% NEW $6.39 -15.7%
231 TROW PRICE T ROWE GROUP INC Financial Services 2,533.0 $288K 0.00% NEW $113.65 -1.9%
232 EDV VANGUARD WORLD FD 4,348.0 $283K 0.00% NEW $65.10 -8.6%
233 IWM ISHARES TR 920.0 $276K 0.00% NEW $300.54 -0.2%
234 CLSK CLEANSPARK INC Technology 18,890.0 $275K 0.00% NEW $14.55 -17.7%
235 UAE ISHARES TR 14,295.0 $274K 0.00% NEW $19.19 +1.6%
236 OEF ISHARES TR 727.0 $266K 0.00% NEW $365.98 +3.2%
237 ARGT GLOBAL X FDS 2,900.0 $265K 0.00% NEW $91.33 +1.6%
238 AZO AUTOZONE INC Consumer Cyclical 82.0 $262K 0.00% NEW $3196.89 -7.5%
239 MOS MOSAIC CO Basic Materials 12,361.0 $262K 0.00% NEW $21.20 +15.2%
240 LUV SOUTHWEST AIRLS CO Industrials 5,082.0 $261K 0.00% NEW $51.44 -21.5%
Page 12 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%