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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 13 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TER TERADYNE INC Technology 5,902.0 $2.3M 0.03% +3K +104.7% $392.24 -2.3%
242 ROK ROCKWELL AUTOMATION INC Industrials 5,711.0 $2.3M 0.03% +2K +73.6% $402.90 +7.1%
243 SH PROSHARES TR 60,510.0 $2.3M 0.03% +45K +296.4% $37.93 -14.1%
244 PFE PFIZER INC Healthcare 92,059.0 $2.3M 0.03% +55K +149.1% $24.55 +13.2%
245 HAL HALLIBURTON CO Energy 62,770.0 $2.2M 0.03% +49K +364.3% $35.03 +1.9%
246 SLV ISHARES SILVER TR Financial Services 38,686.0 $2.2M 0.03% +29K +303.2% $56.67 +8.8%
247 RSP INVESCO EXCHANGE TRADED FD T 11,036.0 $2.2M 0.03% NEW $195.06 +12.9%
248 STLD STEEL DYNAMICS INC Basic Materials 15,635.0 $2.1M 0.03% +14K +1167.0% $137.44 +59.3%
249 SM SM ENERGY COMPANY Energy 81,901.0 $2.1M 0.03% NEW $26.11 +44.2%
250 LQD ISHARES TR 19,539.0 $2.1M 0.03% +1K +6.0% $109.05 -2.7%
251 RGLD ROYAL GOLD INC Basic Materials 10,615.0 $2.1M 0.03% +5K +106.2% $199.62 +26.4%
252 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 28,290.0 $2.1M 0.03% NEW $74.87 +9.1%
253 TPR TAPESTRY INC Consumer Cyclical 14,500.0 $2.1M 0.03% +8K +115.0% $144.41 -10.1%
254 SONY SONY GROUP CORP Technology 102,677.0 $2.1M 0.03% -2K -1.7% $20.30 +16.1%
255 ASML ASML HLDG NV Technology 1,128.0 $2.1M 0.03% +703.0 +165.4% $1835.64 -4.6%
256 SHY ISHARES TR 25,000.0 $2.1M 0.03% $82.11 -0.1%
257 IVV ISHARES TR 2,753.0 $2.1M 0.03% +396.0 +16.8% $745.55 +2.8%
258 VTV VANGUARD INDEX FDS 9,991.0 $2.1M 0.03% +6K +140.8% $205.43 +9.6%
259 VERA VERA THERAPEUTICS INC Healthcare 47,662.0 $2.0M 0.03% -5K -8.9% $42.91 -27.1%
260 QLD PROSHARES TR 21,128.0 $2.0M 0.03% NEW $96.79 -8.1%
Page 13 of 40  ·  799 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%