BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KKR KKR & CO INC Financial Services 11,941.0 $1.1M 0.02% NEW $91.81 +16.6%
82 AG FIRST MAJESTIC SILVER CORP Basic Materials 63,989.0 $1.1M 0.02% NEW $16.96 +24.9%
83 CRAK VANECK ETF TRUST 21,796.0 $1.1M 0.01% NEW $49.40 +20.9%
84 DEO DIAGEO PLC Consumer Defensive 12,823.0 $1.0M 0.01% NEW $80.40 +16.7%
85 NTNX NUTANIX INC Technology 19,728.0 $1.0M 0.01% NEW $50.98 +30.1%
86 JD JD.COM INC Consumer Cyclical 39,446.0 $1.0M 0.01% NEW $25.49 +15.4%
87 BBD BANCO BRADESCO S A Financial Services 280,500.0 $974K 0.01% NEW $3.47 -14.1%
88 SIL GLOBAL X FDS 12,506.0 $969K 0.01% NEW $77.48 +25.8%
89 VLO VALERO ENERGY CORP Energy 3,717.0 $968K 0.01% NEW $260.52 +31.1%
90 URNM SPROTT FDS TR 17,924.0 $943K 0.01% NEW $52.61 +2.7%
91 SCHD SCHWAB STRATEGIC TR 29,363.0 $931K 0.01% NEW $31.72 +9.8%
92 UPS UNITED PARCEL SVCS INC Industrials 8,574.0 $922K 0.01% NEW $107.50 -4.6%
93 B BARRICK MNG CORP Basic Materials 23,880.0 $877K 0.01% NEW $36.74 +25.9%
94 SATS ECHOSTAR CORP Technology 8,436.0 $856K 0.01% NEW $101.48 -14.3%
95 LMT LOCKHEED MARTIN CORP Industrials 1,679.0 $856K 0.01% NEW $509.61 +12.1%
96 CTVA CORTEVA INC Basic Materials 10,215.0 $855K 0.01% NEW $83.71 -5.1%
97 BURL BURLINGTON STORES INC Consumer Cyclical 2,632.0 $834K 0.01% NEW $316.70 +5.2%
98 ACHR ARCHER AVIATION INC Industrials 174,838.0 $827K 0.01% NEW $4.73 +28.7%
99 BLOCK INC 10,817.0 $822K 0.01% NEW $76.02
100 HYG ISHARES TR 10,235.0 $819K 0.01% NEW $80.01 -0.6%
Page 5 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 33.7%
Financial Services 12.2%
Healthcare 12.1%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 8.9%
Consumer Defensive 4.7%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%