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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.1B AUM 1,259 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 93 New 163 Added 195 Reduced 67 Exited
Page 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RF REGIONS FINANCIAL CORP NEW Financial Services 45,611.0 $1.2M 0.02% -10K -18.6% $27.10 +1.6%
102 DASH DOORDASH INC Communication Services 5,286.0 $1.2M 0.02% -3K -37.0% $226.48 -29.7%
103 VICI VICI PPTYS INC Real Estate 42,279.0 $1.2M 0.02% -7K -15.0% $28.12 +1.0%
104 HL HECLA MNG CO Basic Materials 59,992.0 $1.2M 0.02% -32K -34.8% $19.19 -9.8%
105 BIIB BIOGEN INC Healthcare 6,474.0 $1.1M 0.02% -3K -28.7% $175.99 +7.7%
106 INSM INSMED INC Healthcare 6,461.0 $1.1M 0.02% -1K -14.5% $174.04 -37.1%
107 GDX VANECK ETF TRUST 12,829.0 $1.1M 0.02% -500.0 -3.8% $85.77 +0.3%
108 FTV FORTIVE CORP Technology 19,462.0 $1.1M 0.02% -8K -28.5% $55.21 +6.9%
109 APH AMPHENOL CORP NEW Technology 7,846.0 $1.1M 0.02% -8K -50.5% $135.14 -7.6%
110 TFC TRUIST FINL CORP Financial Services 21,394.0 $1.1M 0.02% -7K -24.1% $49.21 -2.5%
111 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,786.0 $1.0M 0.02% -12K -75.3% $275.39 +172.7%
112 PRU PRUDENTIAL FINL INC Financial Services 9,193.0 $1.0M 0.02% -3K -23.9% $112.88 -8.6%
113 USB US BANCORP DEL Financial Services 18,722.0 $999K 0.02% -8K -29.6% $53.36 +2.1%
114 EA ELECTRONIC ARTS INC Communication Services 4,864.0 $994K 0.02% -12K -71.6% $204.33 -1.2%
115 IT GARTNER INC Technology 3,825.0 $965K 0.02% -1K -26.9% $252.28 -37.7%
116 ON ON SEMICONDUCTOR CORP Technology 17,690.0 $958K 0.02% -9K -34.5% $54.15 +102.4%
117 HPE HEWLETT PACKARD ENTERPRISE C Technology 39,519.0 $949K 0.01% -16K -28.6% $24.02 +41.4%
118 MET METLIFE INC Financial Services 12,024.0 $949K 0.01% -4K -25.2% $78.94 +6.8%
119 TGT TARGET CORP Consumer Defensive 9,613.0 $940K 0.01% -5K -32.1% $97.75 +25.1%
120 GEN GEN DIGITAL INC Technology 34,347.0 $934K 0.01% -10K -21.9% $27.19 -8.6%
Page 6 of 10  ·  195 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 29.9%
Financial Services 13.6%
Healthcare 13.4%
Industrials 11.6%
Consumer Cyclical 11.0%
Communication Services 8.5%
Consumer Defensive 4.8%
Basic Materials 2.3%
Energy 2.2%
Real Estate 1.5%