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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 21 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NTAP NETAPP INC Technology 7,872.0 $959K 0.01% -5K -41.1% $121.86 +57.8%
402 ETHA ISHARES ETHEREUM TR Financial Services 60,502.0 $958K 0.01% +26K +76.5% $15.83 +15.2%
403 SYF SYNCHRONY FINANCIAL Financial Services 12,932.0 $952K 0.01% -29K -68.8% $73.60 +8.0%
404 EW EDWARDS LIFESCIENCES CORP Healthcare 11,847.0 $949K 0.01% -21K -63.5% $80.08 +12.1%
405 ANNALY CAPITAL MANAGEMENT IN 71,685.0 $945K 0.01% +28K +65.1% $13.18
406 URNM SPROTT FDS TR 17,924.0 $943K 0.01% NEW $52.61 +10.6%
407 PRU PRUDENTIAL FINL INC Financial Services 8,977.0 $942K 0.01% -216.0 -2.4% $104.96 +15.4%
408 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,806.0 $932K 0.01% -4K -48.5% $244.77 -15.1%
409 SCHD SCHWAB STRATEGIC TR 29,363.0 $931K 0.01% NEW $31.72 +10.7%
410 CI THE CIGNA GROUP Healthcare 3,383.0 $923K 0.01% +238.0 +7.6% $272.82 +1.7%
411 UPS UNITED PARCEL SVCS INC Industrials 8,574.0 $922K 0.01% NEW $107.50 -5.1%
412 KHC KRAFT HEINZ CO Consumer Defensive 39,083.0 $909K 0.01% +2K +5.0% $23.26 +10.0%
413 CRBG COREBRIDGE FINL INC 33,096.0 $903K 0.01% +5K +16.2% $27.29
414 GIS GENERAL MILLS INC Consumer Defensive 25,356.0 $898K 0.01% -45K -64.1% $35.40 +12.9%
415 GPN GLOBAL PMTS INC Industrials 12,531.0 $888K 0.01% +1K +12.8% $70.86 +31.9%
416 APTIV PLC 13,445.0 $886K 0.01% +10K +282.5% $65.92
417 AES AES CORP Utilities 62,493.0 $881K 0.01% $14.09 +4.8%
418 CARR CARRIER GLOBAL CORPORATION Industrials 15,618.0 $879K 0.01% +1K +7.1% $56.31 +7.2%
419 B BARRICK MNG CORP Basic Materials 23,880.0 $877K 0.01% NEW $36.74 +29.6%
420 CCJ CAMECO CORP Energy 8,263.0 $864K 0.01% +5K +150.4% $104.57 -2.0%
Page 21 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%