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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 28 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WM WASTE MGMT INC DEL Industrials 2,161.0 $497K 0.01% +144.0 +7.1% $229.79 -2.1%
542 LMND LEMONADE INC Financial Services 7,579.0 $493K 0.01% NEW $65.07 -22.1%
543 EBAY EBAY INC. Consumer Cyclical 4,384.0 $490K 0.01% -8K -63.9% $111.78 -6.4%
544 PLUG PLUG PWR INC Industrials 180,693.0 $490K 0.01% NEW $2.71 -18.8%
545 WSO WATSCO INC Industrials 1,171.0 $488K 0.01% NEW $416.63 -24.5%
546 SHW SHERWIN WILLIAMS CO Basic Materials 1,416.0 $487K 0.01% +167.0 +13.4% $344.24 +0.8%
547 TMDX TRANSMEDICS GROUP INC Healthcare 7,238.0 $481K 0.01% NEW $66.44 +36.7%
548 EIDO ISHARES TR 42,311.0 $479K 0.01% NEW $11.31 +10.5%
549 MNDY MONDAY COM LTD Technology 6,592.0 $477K 0.01% +4K +167.1% $72.41 +26.1%
550 ENVA ENOVA INTL INC Financial Services 3,500.0 $475K 0.01% $135.83 +74.8%
551 SQQQ PROSHARES TR 9,600.0 $468K 0.01% NEW $48.74 -19.2%
552 FAST FASTENAL CO Industrials 9,731.0 $467K 0.01% +231.0 +2.4% $48.02 +5.5%
553 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,645.0 $463K 0.01% -11K -71.1% $99.72 -10.9%
554 PLD PROLOGIS INC. Real Estate 3,485.0 $461K 0.01% +212.0 +6.5% $132.18 +6.4%
555 NOC NORTHROP GRUMMAN CORP Industrials 904.0 $461K 0.01% NEW $509.46 +10.7%
556 TOST TOAST INC Technology 16,524.0 $460K 0.01% +6K +55.5% $27.81 +27.0%
557 INDA ISHARES TR 9,239.0 $456K 0.01% NEW $49.40 +0.3%
558 OUSTER INC 7,218.0 $451K 0.01% NEW $62.54
559 PSA PUBLIC STORAGE Real Estate 1,416.0 $451K 0.01% -61.0 -4.1% $318.23 +1.4%
560 GOLD GOLD COM INC Financial Services 10,804.0 $450K 0.01% NEW $41.62 +9.7%
Page 28 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 33.7%
Financial Services 12.2%
Healthcare 12.1%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 8.9%
Consumer Defensive 4.7%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%