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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EW EDWARDS LIFESCIENCES CORP Healthcare 11,847.0 $949K 0.01% -21K -63.5% $80.08 +12.2%
82 PRU PRUDENTIAL FINL INC Financial Services 8,977.0 $942K 0.01% -216.0 -2.4% $104.96 +14.9%
83 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,806.0 $932K 0.01% -4K -48.5% $244.77 -15.0%
84 GIS GENERAL MILLS INC Consumer Defensive 25,356.0 $898K 0.01% -45K -64.1% $35.40 +11.9%
85 DAL DELTA AIR LINES INC Industrials 10,377.0 $858K 0.01% -45K -81.3% $82.71 -2.0%
86 FFIV F5 INC Technology 2,362.0 $852K 0.01% -5K -67.2% $360.69 +4.7%
87 MTB M & T BK CORP Financial Services 3,875.0 $837K 0.01% -3K -40.2% $215.90 +10.4%
88 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,428.0 $791K 0.01% -10K -25.5% $26.87 +96.9%
89 GIB CGI INC Technology 11,104.0 $762K 0.01% -5K -32.1% $68.60 +8.3%
90 GWW WW GRAINGER INC Industrials 594.0 $742K 0.01% -288.0 -32.6% $1249.01 +4.1%
91 LVS LAS VEGAS SANDS CORP Consumer Cyclical 14,902.0 $730K 0.01% -2K -10.6% $49.01 -6.2%
92 HBAN HUNTINGTON BANCSHARES INC Financial Services 59,270.0 $725K 0.01% -10K -14.5% $12.24 +39.0%
93 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,271.0 $721K 0.01% -1K -37.5% $317.62 -9.4%
94 ON ON SEMICONDUCTOR CORP Technology 9,214.0 $718K 0.01% -8K -47.9% $77.92 -4.1%
95 PGR PROGRESSIVE CORP Financial Services 3,373.0 $714K 0.01% -364.0 -9.7% $211.74 +4.1%
96 MET METLIFE INC Financial Services 9,456.0 $710K 0.01% -3K -21.4% $75.09 +24.5%
97 PNR PENTAIR PLC Industrials 9,077.0 $696K 0.01% -9K -51.1% $76.64 -16.8%
98 DLTR DOLLAR TREE INC Consumer Defensive 5,686.0 $687K 0.01% -18K -76.3% $120.90 +6.2%
99 MDT MEDTRONIC PLC Healthcare 8,567.0 $683K 0.01% -32K -78.8% $79.69 +15.8%
100 CTRA COTERRA ENERGY INC Energy 18,933.0 $665K 0.01% -510.0 -2.6% $35.14 -7.3%
Page 5 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%