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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 16 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ATO ATMOS ENERGY CORP Utilities 9,425.0 $1.6M 0.02% -4K -31.7% $172.23 -3.1%
302 NTRA NATERA INC Healthcare 5,951.0 $1.6M 0.02% -6K -51.7% $271.40 +22.3%
303 UAL UNITED AIRLS HLDGS INC Industrials 12,583.0 $1.6M 0.02% +3K +34.6% $126.62 -10.6%
304 CM CANADIAN IMPERIAL BANK OF CO Financial Services 16,643.0 $1.6M 0.02% -12K -41.0% $94.47 +23.3%
305 LNG CHENIERE ENERGY INC Energy 5,540.0 $1.6M 0.02% -10K -64.3% $283.76 -2.2%
306 RGTI RIGETTI COMPUTING INC Technology 80,841.0 $1.6M 0.02% $19.32 -7.3%
307 SCHW SCHWAB CHARLES CORP Financial Services 16,522.0 $1.6M 0.02% -18K -52.8% $93.98 +19.5%
308 CYTK CYTOKINETICS INC Healthcare 18,211.0 $1.6M 0.02% -5K -22.1% $85.19 -9.8%
309 TECHNIPFMC PLC 23,298.0 $1.5M 0.02% NEW $66.28
310 VEU VANGUARD INTL EQUITY INDEX F 20,562.0 $1.5M 0.02% NEW $75.10 +14.1%
311 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 26,891.0 $1.5M 0.02% -4K -12.9% $57.22 +16.6%
312 IWF ISHARES TR 12,508.0 $1.5M 0.02% +9K +300.0% $121.98 +0.3%
313 MXI ISHARES TR 14,252.0 $1.5M 0.02% +750.0 +5.5% $106.22 +9.9%
314 COPX GLOBAL X FDS 19,564.0 $1.5M 0.02% NEW $76.99 +22.9%
315 RVMD REVOLUTION MEDICINES INC Healthcare 8,007.0 $1.5M 0.02% +241.0 +3.1% $187.28 +11.8%
316 RTX RTX CORPORATION Industrials 7,849.0 $1.5M 0.02% NEW $189.79 +10.6%
317 IREN IREN LIMITED Financial Services 32,508.0 $1.5M 0.02% NEW $45.74 -8.4%
318 CHTR CHARTER COMMUNICATIONS INC Communication Services 8,382.0 $1.5M 0.02% +5K +124.6% $176.63 -15.0%
319 ADSK AUTODESK INC Technology 7,592.0 $1.5M 0.02% -35K -82.0% $194.46 +30.5%
320 ENB ENBRIDGE INC Energy 27,132.0 $1.5M 0.02% +13K +87.1% $54.14 -6.8%
Page 16 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 34.0%
Financial Services 12.3%
Healthcare 12.2%
Industrials 11.3%
Consumer Cyclical 9.4%
Communication Services 8.2%
Consumer Defensive 4.8%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%