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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 22 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DAL DELTA AIR LINES INC Industrials 10,377.0 $858K 0.01% -45K -81.3% $82.71 -0.4%
422 SATS ECHOSTAR CORP Technology 8,436.0 $856K 0.01% NEW $101.48 -14.3%
423 LMT LOCKHEED MARTIN CORP Industrials 1,679.0 $856K 0.01% NEW $509.61 +10.6%
424 CTVA CORTEVA INC Basic Materials 10,215.0 $855K 0.01% NEW $83.71 -2.3%
425 FFIV F5 INC Technology 2,362.0 $852K 0.01% -5K -67.2% $360.69 +6.6%
426 GEN GEN DIGITAL INC Technology 37,083.0 $849K 0.01% +3K +8.0% $22.90 +26.3%
427 MTB M & T BK CORP Financial Services 3,875.0 $837K 0.01% -3K -40.2% $215.90 +11.3%
428 BURL BURLINGTON STORES INC Consumer Cyclical 2,632.0 $834K 0.01% NEW $316.70 +3.1%
429 APOS APOLLO GLOBAL MGMT INC 7,000.0 $828K 0.01% $118.31
430 ACHR ARCHER AVIATION INC Industrials 174,838.0 $827K 0.01% NEW $4.73 +33.2%
431 BLOCK INC 10,817.0 $822K 0.01% NEW $76.02
432 HYG ISHARES TR 10,235.0 $819K 0.01% NEW $80.01 -0.5%
433 WFC WELLS FARGO & CO Financial Services 10,265.0 $817K 0.01% +5K +95.6% $79.61 +5.3%
434 SPHY SPDR SERIES TRUST 34,835.0 $817K 0.01% NEW $23.45 -0.6%
435 EWY ISHARES INC 4,038.0 $816K 0.01% NEW $201.96 -11.7%
436 AMKR AMKOR TECHNOLOGY INC Technology 14,915.0 $811K 0.01% +3K +29.3% $54.38 -7.6%
437 OKE ONEOK INC NEW Energy 8,967.0 $811K 0.01% +263.0 +3.0% $90.39 +3.3%
438 HPQ HP INC Technology 62,154.0 $807K 0.01% +28K +80.7% $12.98 +128.8%
439 URI UNITED RENTALS INC Industrials 848.0 $806K 0.01% +461.0 +119.1% $949.98 +15.6%
440 DNLI DENALI THERAPEUTICS INC Healthcare 31,250.0 $804K 0.01% NEW $25.73 -3.1%
Page 22 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%