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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 19 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WWD WOODWARD INC Industrials 2,700.0 $1.1M 0.02% NEW $425.57 -19.3%
362 RKT ROCKET COS INC Financial Services 78,610.0 $1.1M 0.02% -267K -77.2% $14.57 -4.4%
363 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 53,876.0 $1.1M 0.02% NEW $21.12 -18.4%
364 CMB.TECH NV 80,754.0 $1.1M 0.02% NEW $14.04
365 TD TORONTO DOMINION BK ONT Financial Services 10,375.0 $1.1M 0.02% +6K +157.8% $108.97 +7.5%
366 IEI ISHARES TR 9,485.0 $1.1M 0.02% +2K +31.7% $118.60 -1.8%
367 HDB HDFC BANK LTD Financial Services 43,440.0 $1.1M 0.02% +33K +304.2% $25.50 -7.4%
368 MCHP MICROCHIP TECHNOLOGY INC. Technology 13,027.0 $1.1M 0.02% NEW $84.24 -9.7%
369 KKR KKR & CO INC 11,941.0 $1.1M 0.02% NEW $91.81
370 JXI ISHARES TR 12,631.0 $1.1M 0.02% +561.0 +4.7% $86.34 -5.6%
371 AG FIRST MAJESTIC SILVER CORP Basic Materials 63,989.0 $1.1M 0.02% NEW $16.96 +24.3%
372 HWM HOWMET AEROSPACE INC Industrials 4,695.0 $1.1M 0.02% -14K -75.0% $230.46 +17.9%
373 VZ VERIZON COMMUNICATIONS INC Communication Services 21,538.0 $1.1M 0.02% -7K -24.9% $50.20 -1.5%
374 IVE ISHARES TR 4,753.0 $1.1M 0.01% $227.18 +4.4%
375 CRAK VANECK ETF TRUST 21,796.0 $1.1M 0.01% NEW $49.40 +23.5%
376 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 66,291.0 $1.1M 0.01% +44K +202.1% $16.20 +4.7%
377 XENE XENON PHARMACEUTICALS INC Healthcare 17,750.0 $1.1M 0.01% +4K +30.7% $60.36 +0.7%
378 EEM ISHARES TR 17,952.0 $1.1M 0.01% -24K -57.7% $58.74 +14.3%
379 PSX PHILLIPS 66 Energy 5,776.0 $1.1M 0.01% +168.0 +3.0% $182.18 +33.3%
380 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,950.0 $1.0M 0.01% +404.0 +26.1% $536.95 -3.8%
Page 19 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%