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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CM CANADIAN IMPERIAL BANK OF CO Financial Services 16,643.0 $1.6M 0.02% -12K -41.0% $94.47 +23.0%
62 LNG CHENIERE ENERGY INC Energy 5,540.0 $1.6M 0.02% -10K -64.3% $283.76 -2.3%
63 SCHW SCHWAB CHARLES CORP Financial Services 16,522.0 $1.6M 0.02% -18K -52.8% $93.98 +18.3%
64 CYTK CYTOKINETICS INC Healthcare 18,211.0 $1.6M 0.02% -5K -22.1% $85.19 -10.0%
65 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 26,891.0 $1.5M 0.02% -4K -12.9% $57.22 +18.7%
66 ADSK AUTODESK INC Technology 7,592.0 $1.5M 0.02% -35K -82.0% $194.46 +30.0%
67 OXY OCCIDENTAL PETE CORP Energy 25,288.0 $1.5M 0.02% -127K -83.4% $57.42 +7.2%
68 AXP AMERICAN EXPRESS CO Financial Services 4,072.0 $1.3M 0.02% -4K -49.8% $316.89 +5.4%
69 GDXJ VANECK ETF TRUST 11,013.0 $1.2M 0.02% -10K -48.4% $110.78 +15.8%
70 RKT ROCKET COS INC Financial Services 78,610.0 $1.1M 0.02% -267K -77.2% $14.57 -3.4%
71 HWM HOWMET AEROSPACE INC Industrials 4,695.0 $1.1M 0.02% -14K -75.0% $230.46 +20.4%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 21,538.0 $1.1M 0.02% -7K -24.9% $50.20 -1.7%
73 EEM ISHARES TR 17,952.0 $1.1M 0.01% -24K -57.7% $58.74 +13.1%
74 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 14,125.0 $1.0M 0.01% -18K -55.8% $73.99 +22.4%
75 GLW CORNING INC Technology 5,199.0 $1.0M 0.01% -5K -46.5% $200.62 -24.5%
76 BIIB BIOGEN INC Healthcare 4,895.0 $1.0M 0.01% -2K -24.4% $205.23 +6.0%
77 PODD INSULET CORP Healthcare 6,403.0 $975K 0.01% -1K -14.3% $152.30 -2.0%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,418.0 $962K 0.01% -4K -21.5% $58.57 +13.1%
79 NTAP NETAPP INC Technology 7,872.0 $959K 0.01% -5K -41.1% $121.86 +60.8%
80 SYF SYNCHRONY FINANCIAL Financial Services 12,932.0 $952K 0.01% -29K -68.8% $73.60 +4.6%
Page 4 of 8  ·  150 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%