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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 23 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VGT VANGUARD WORLD FD 6,683.0 $799K 0.01% NEW $119.56 -0.9%
442 TEAM ATLASSIAN CORPORATION Technology 10,242.0 $797K 0.01% NEW $77.81 +120.8%
443 HHH HOWARD HUGHES HOLDINGS INC Real Estate 11,066.0 $791K 0.01% NEW $71.51 -7.0%
444 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,428.0 $791K 0.01% -10K -25.5% $26.87 +98.9%
445 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 23,130.0 $786K 0.01% +7K +41.8% $34.00 +8.5%
446 WPC WP CAREY INC Real Estate 11,324.0 $770K 0.01% NEW $67.96 +4.8%
447 CSTM CONSTELLIUM SE Basic Materials 24,085.0 $768K 0.01% NEW $31.88 -15.2%
448 VEEV VEEVA SYS INC Healthcare 4,310.0 $765K 0.01% +2K +72.9% $177.47 +39.7%
449 GIB CGI INC Technology 11,104.0 $762K 0.01% -5K -32.1% $68.60 +9.3%
450 VDE VANGUARD WORLD FD 4,400.0 $761K 0.01% +2K +51.7% $173.04 +3.8%
451 NRG NRG ENERGY INC Utilities 5,193.0 $759K 0.01% NEW $146.14 -22.6%
452 VTI VANGUARD INDEX FDS 2,050.0 $759K 0.01% NEW $370.15 +2.2%
453 GWW WW GRAINGER INC Industrials 594.0 $742K 0.01% -288.0 -32.6% $1249.01 +5.1%
454 RF REGIONS FINANCIAL CORP NEW Financial Services 47,784.0 $741K 0.01% +2K +4.8% $15.51 +96.1%
455 IAU ISHARES GOLD TR Financial Services 9,718.0 $734K 0.01% NEW $75.53 +14.9%
456 LVS LAS VEGAS SANDS CORP Consumer Cyclical 14,902.0 $730K 0.01% -2K -10.6% $49.01 -4.0%
457 HBAN HUNTINGTON BANCSHARES INC Financial Services 59,270.0 $725K 0.01% -10K -14.5% $12.24 +39.2%
458 FUTU FUTU HLDGS LTD Financial Services 7,719.0 $724K 0.01% NEW $93.77 +31.9%
459 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,271.0 $721K 0.01% -1K -37.5% $317.62 -8.1%
460 ON ON SEMICONDUCTOR CORP Technology 9,214.0 $718K 0.01% -8K -47.9% $77.92 -4.8%
Page 23 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%