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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 24 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PGR PROGRESSIVE CORP Financial Services 3,373.0 $714K 0.01% -364.0 -9.7% $211.74 +3.6%
462 MET METLIFE INC Financial Services 9,456.0 $710K 0.01% -3K -21.4% $75.09 +25.6%
463 CRC CALIFORNIA RES CORP Energy 10,137.0 $702K 0.01% $69.22 -23.1%
464 TTD THE TRADE DESK INC Technology 38,789.0 $702K 0.01% NEW $18.09 -27.1%
465 JBL JABIL INC Technology 1,810.0 $698K 0.01% NEW $385.59 -18.8%
466 PNR PENTAIR PLC Industrials 9,077.0 $696K 0.01% -9K -51.1% $76.64 -16.0%
467 UPST UPSTART HLDGS INC Financial Services 19,607.0 $695K 0.01% NEW $35.44 -14.5%
468 EXPD EXPEDITORS INTL WASH INC Industrials 4,223.0 $688K 0.01% NEW $162.98 +15.2%
469 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 8,500.0 $688K 0.01% NEW $80.94 +1.3%
470 DLTR DOLLAR TREE INC Consumer Defensive 5,686.0 $687K 0.01% -18K -76.3% $120.90 +8.7%
471 SDGR SCHRODINGER INC Healthcare 42,267.0 $687K 0.01% NEW $16.25 +21.3%
472 CASY CASEYS GEN STORES INC Consumer Cyclical 863.0 $686K 0.01% NEW $794.48 +5.2%
473 MARA MARA HOLDINGS INC Financial Services 49,196.0 $684K 0.01% NEW $13.89 -19.0%
474 MDT MEDTRONIC PLC Healthcare 8,567.0 $683K 0.01% -32K -78.8% $79.69 +17.1%
475 PICK ISHARES INC 12,000.0 $680K 0.01% +2K +20.0% $56.63 +16.0%
476 FXI ISHARES TR 21,477.0 $679K 0.01% +14K +198.3% $31.60 +13.5%
477 CELH CELSIUS HLDGS INC Consumer Defensive 23,008.0 $674K 0.01% NEW $29.29 +13.9%
478 EL LAUDER ESTEE COS INC Consumer Defensive 9,125.0 $674K 0.01% NEW $73.83 +38.1%
479 ASCENDIS PHARMA A/S 2,517.0 $672K 0.01% NEW $266.80
480 DUOL DUOLINGO INC Technology 5,828.0 $671K 0.01% NEW $115.05 +27.0%
Page 24 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%