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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 17 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 OXY OCCIDENTAL PETE CORP Energy 25,288.0 $1.5M 0.02% -127K -83.4% $57.42 +6.8%
322 AVAV AEROVIRONMENT INC Industrials 8,671.0 $1.4M 0.02% NEW $165.12 -3.0%
323 CF CF INDUSTRIES HOLD Basic Materials 11,024.0 $1.4M 0.02% +271.0 +2.5% $129.84 -0.2%
324 BNS BANK NOVA SCOTIA B C Financial Services 19,363.0 $1.4M 0.02% +5K +39.6% $73.67 +18.9%
325 ONDS ONDAS INC Technology 171,266.0 $1.4M 0.02% NEW $8.24 +5.7%
326 VUG VANGUARD INDEX FDS 3,211.0 $1.4M 0.02% +1K +67.9% $436.79 -80.0%
327 SSO PROSHARES TR 20,787.0 $1.4M 0.02% NEW $67.40 +4.1%
328 NU NU HLDGS LTD Financial Services 104,644.0 $1.4M 0.02% NEW $13.36 +9.1%
329 EQX EQUINOX GOLD CORP Basic Materials 142,977.0 $1.4M 0.02% +13K +9.8% $9.72 +39.2%
330 CWEN CLEARWAY ENERGY INC Utilities 35,295.0 $1.4M 0.02% $39.29 -17.1%
331 ENTG ENTEGRIS INC Technology 7,710.0 $1.4M 0.02% NEW $179.82 -20.1%
332 ALGN ALIGN TECHNOLOGY INC Healthcare 8,146.0 $1.4M 0.02% NEW $168.66 -3.6%
333 ENIC ENEL CHILE SA Utilities 348,586.0 $1.4M 0.02% $3.94 +12.7%
334 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 27,406.0 $1.4M 0.02% NEW $49.87 +14.6%
335 ETN EATON CORP PLC Industrials 3,801.0 $1.4M 0.02% +162.0 +4.5% $357.67 +17.2%
336 FIVE FIVE BELOW INC Consumer Cyclical 7,549.0 $1.4M 0.02% NEW $179.84 +39.1%
337 SOXL DIREXION SHARES ETF TRUST 5,066.0 $1.4M 0.02% NEW $266.79 -54.8%
338 EME EMCOR GROUP INC Industrials 1,608.0 $1.3M 0.02% NEW $829.72 -6.4%
339 SILJ AMPLIFY ETF TR 50,716.0 $1.3M 0.02% NEW $25.93 +23.2%
340 AXP AMERICAN EXPRESS CO Financial Services 4,072.0 $1.3M 0.02% -4K -49.8% $316.89 +6.0%
Page 17 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%