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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 26 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MOH MOLINA HEALTHCARE INC Healthcare 2,688.0 $615K 0.01% NEW $228.77 -12.4%
502 WU WESTERN UN CO Financial Services 79,410.0 $612K 0.01% NEW $7.70 -5.2%
503 FANG DIAMONDBACK ENERGY INC Energy 3,087.0 $611K 0.01% -131.0 -4.1% $197.79 +6.5%
504 MCHI ISHARES TR 11,454.0 $610K 0.01% NEW $53.28 +4.5%
505 CEREBRAS SYSTEMS INC 2,760.0 $610K 0.01% NEW $221.07
506 NWPX NWPX INFRASTRUCTURE INC Industrials 4,000.0 $600K 0.01% NEW $149.98 -26.6%
507 FCEL FUELCELL ENERGY INC Industrials 16,463.0 $593K 0.01% NEW $36.02 -45.8%
508 COHU COHU INC Technology 8,000.0 $591K 0.01% NEW $73.93 -26.5%
509 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 11,062.0 $590K 0.01% +4K +64.2% $53.30 +13.4%
510 FNV FRANCO NEV CORP Basic Materials 2,486.0 $569K 0.01% -3K -51.5% $229.08 +16.0%
511 WDAY WORKDAY INC Technology 4,510.0 $568K 0.01% +2K +107.3% $125.98 +58.8%
512 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 108,159.0 $567K 0.01% NEW $5.24 -20.8%
513 REMX VANECK ETF TRUST 6,293.0 $557K 0.01% NEW $88.53 -8.8%
514 ARCC ARES CAPITAL CORP Financial Services 30,000.0 $556K 0.01% $18.53 +7.5%
515 XBI SPDR SERIES TRUST 3,511.0 $556K 0.01% NEW $158.30 +4.7%
516 SMR NUSCALE PWR CORP Utilities 54,939.0 $551K 0.01% NEW $10.03 -6.3%
517 AR ANTERO RESOURCES CORP Energy 15,483.0 $544K 0.01% NEW $35.15 +7.9%
518 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,369.0 $543K 0.01% +2K +22.9% $64.89 +109.7%
519 AAL AMERICAN AIRLINES GROUP INC Industrials 29,985.0 $542K 0.01% NEW $18.08 -23.5%
520 TME TENCENT MUSIC ENTMT GROUP Communication Services 64,815.0 $541K 0.01% NEW $8.35 +5.4%
Page 26 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%