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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 29 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BMNR BITMINE IMMERSION TECHS INC Financial Services 22,722.0 $449K 0.01% -152.0 -0.7% $19.78 +9.0%
562 GDDY GODADDY INC Technology 5,430.0 $449K 0.01% -4K -43.5% $82.67 +18.8%
563 RIOT RIOT PLATFORMS INC Financial Services 16,296.0 $446K 0.01% NEW $27.39 -23.4%
564 SOUN SOUNDHOUND AI INC Technology 68,907.0 $446K 0.01% NEW $6.47 +7.7%
565 XLV SELECT SECTOR SPDR TR 2,807.0 $445K 0.01% NEW $158.71 +8.6%
566 QUANTINUUM INC 5,417.0 $443K 0.01% NEW $81.76
567 TDW TIDEWATER INC NEW Energy 6,600.0 $440K 0.01% NEW $66.65 +44.8%
568 RMD RESMED INC Healthcare 2,257.0 $440K 0.01% +692.0 +44.2% $194.83 +17.2%
569 MSCI MSCI INC Financial Services 795.0 $437K 0.01% +433.0 +119.6% $549.98 +3.4%
570 SHV ISHARES TR 3,956.0 $437K 0.01% -40K -91.0% $110.39 -0.1%
571 GGG GRACO INC Industrials 5,701.0 $431K 0.01% -2K -25.9% $75.59 +8.1%
572 QTUM ETF SER SOLUTIONS 2,665.0 $429K 0.01% -592.0 -18.2% $160.81 -7.2%
573 CTAS CINTAS CORP Industrials 2,511.0 $427K 0.01% -769.0 -23.4% $170.04 +19.7%
574 REET ISHARES TR 16,924.0 $426K 0.01% -6K -25.5% $25.15 +11.6%
575 TAN INVESCO EXCH TRADED FD TR II 7,157.0 $423K 0.01% NEW $59.17 -16.0%
576 PAYX PAYCHEX INC Industrials 4,239.0 $417K 0.01% +898.0 +26.9% $98.33 +25.0%
577 NDAQ NASDAQ INC Financial Services 5,282.0 $416K 0.01% NEW $78.84 +23.7%
578 RPM RPM INTL INC Basic Materials 3,748.0 $416K 0.01% NEW $111.11 -0.7%
579 OTEX OPEN TEXT CORP Technology 18,742.0 $416K 0.01% -22K -54.1% $22.21 +10.7%
580 ED CONSOLIDATED EDISON INC Utilities 3,761.0 $416K 0.01% NEW $110.59 -2.1%
Page 29 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%