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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 14 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VYMI VANGUARD WHITEHALL FDS 2,396.0 $235K 0.00% NEW $98.24 +7.1%
262 JEPI J P MORGAN EXCHANGE TRADED F 4,078.0 $230K 0.00% NEW $56.50 +2.5%
263 MVV PROSHARES TR 2,500.0 $230K 0.00% NEW $92.09 -2.0%
264 TDOC TELADOC HEALTH INC Healthcare 26,989.0 $229K 0.00% NEW $8.48 -24.7%
265 PH PARKER-HANNIFIN CORP Industrials 255.0 $228K 0.00% NEW $895.24 +11.9%
266 CNQ CANADIAN NAT RES LTD MED TER Energy 4,680.0 $228K 0.00% NEW $48.63 +5.7%
267 MOD MODINE MFG CO Consumer Cyclical 851.0 $227K 0.00% NEW $267.10 -26.0%
268 OSCR OSCAR HEALTH INC Healthcare 7,911.0 $226K 0.00% NEW $28.53 +12.3%
269 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,930.0 $225K 0.00% NEW $18.88 +21.0%
270 GD GENERAL DYNAMICS CORP Industrials 628.0 $223K 0.00% NEW $354.35 +8.5%
271 IJR ISHARES TR 1,493.0 $221K 0.00% NEW $148.35 -0.7%
272 IVOO VANGUARD ADMIRAL FDS INC 1,922.0 $220K 0.00% NEW $114.32 +13.7%
273 EPOL ISHARES TR 5,633.0 $218K 0.00% NEW $38.62 +15.0%
274 XOP SPDR SERIES TRUST 1,388.0 $216K 0.00% NEW $155.37 +22.0%
275 ITUB ITAU UNIBANCO HLDG S A Financial Services 26,360.0 $215K 0.00% NEW $8.17 -8.5%
276 FN FABRINET Technology 381.0 $214K 0.00% NEW $562.08 -22.3%
277 FRSH FRESHWORKS INC Technology 20,953.0 $212K 0.00% NEW $10.12 +28.2%
278 PTON PELOTON INTERACTIVE INC Consumer Cyclical 35,768.0 $211K 0.00% NEW $5.91 -8.5%
279 CRSP CRISPR THERAPEUTICS AG Healthcare 3,850.0 $210K 0.00% NEW $54.56 +9.1%
280 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,387.0 $209K 0.00% NEW $22.28 +7.5%
Page 14 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%