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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 18 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IVW ISHARES TR 9,500.0 $1.3M 0.02% $135.60 +2.4%
342 IONQ IONQ INC Technology 24,030.0 $1.3M 0.02% NEW $53.28 -15.8%
343 XSD SPDR SERIES TRUST 2,018.0 $1.3M 0.02% NEW $623.88 -20.1%
344 VICI VICI PPTYS INC Real Estate 68,775.0 $1.2M 0.02% +26K +62.7% $18.12 +46.3%
345 KLARNA GROUP PLC 61,468.0 $1.2M 0.02% NEW $20.25
346 USB US BANCORP Financial Services 33,871.0 $1.2M 0.02% +15K +80.9% $36.59 +69.6%
347 SYK STRYKER CORPORATION Healthcare 3,719.0 $1.2M 0.02% +915.0 +32.6% $328.59 +0.3%
348 GDXJ VANECK ETF TRUST 11,013.0 $1.2M 0.02% -10K -48.4% $110.78 +19.7%
349 ZM ZOOM COMMUNICATIONS INC Technology 14,200.0 $1.2M 0.02% +3K +30.5% $85.01 +26.4%
350 EOSE EOS ENERGY ENTERPRISES INC Industrials 201,602.0 $1.2M 0.02% NEW $5.88 -35.2%
351 EA ELECTRONIC ARTS INC Communication Services 5,783.0 $1.2M 0.02% +919.0 +18.9% $204.28 +2.7%
352 ROST ROSS STORES INC Consumer Cyclical 5,535.0 $1.2M 0.02% NEW $212.79 +12.3%
353 VALE VALE S A Basic Materials 75,365.0 $1.2M 0.02% +7K +10.5% $15.62 -6.6%
354 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,772.0 $1.2M 0.02% NEW $203.75 +13.2%
355 CARNIVAL CORP LTD 41,099.0 $1.2M 0.02% NEW $28.58
356 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,899.0 $1.2M 0.02% +3K +74.0% $168.48 -9.4%
357 CRCL CIRCLE INTERNET GROUP INC Financial Services 18,506.0 $1.2M 0.02% NEW $62.65 +40.4%
358 IWD ISHARES TR 4,764.0 $1.2M 0.02% $242.75 +6.0%
359 CMI CUMMINS INC Industrials 1,816.0 $1.2M 0.02% +1K +151.9% $636.65 -7.7%
360 BUNGE GLOBAL SA 10,780.0 $1.2M 0.02% NEW $106.71
Page 18 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%