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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 30 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 XME SPDR SERIES TRUST 3,867.0 $414K 0.01% NEW $106.96 +7.2%
582 MRNA MODERNA INC Healthcare 5,841.0 $409K 0.01% NEW $70.05 +90.3%
583 REGN REGENERON PHARMACEUTICALS Healthcare 656.0 $409K 0.01% NEW $623.73 +32.5%
584 HCA HCA HEALTHCARE INC Healthcare 1,049.0 $409K 0.01% NEW $389.74 +4.2%
585 BDX BECTON DICKINSON & CO Healthcare 2,700.0 $408K 0.01% NEW $151.27 +24.0%
586 FLS FLOWSERVE CORP Industrials 5,548.0 $408K 0.01% +974.0 +21.3% $73.51 +6.2%
587 FTS FORTIS INC Utilities 7,110.0 $395K 0.01% +326.0 +4.8% $55.61 +1.1%
588 SMH VANECK ETF TRUST 625.0 $395K 0.01% $631.98 -11.0%
589 TECL DIREXION SHARES ETF TRUST 1,707.0 $394K 0.01% NEW $230.83 -15.9%
590 QS QUANTUMSCAPE CORP Consumer Cyclical 51,884.0 $392K 0.01% NEW $7.56 -24.6%
591 NOK NOKIA CORP Technology 29,338.0 $390K 0.01% NEW $13.28 -23.6%
592 EWZ ISHARES INC 11,125.0 $384K 0.01% NEW $34.51 -1.1%
593 TEM TEMPUS AI INC Healthcare 6,597.0 $382K 0.01% NEW $57.95 +15.0%
594 MAS MASCO CORP Industrials 6,329.0 $382K 0.01% NEW $60.37 +21.5%
595 XLK SELECT SECTOR SPDR TR 2,000.0 $381K 0.01% NEW $190.58 -3.9%
596 KRMN KARMAN HLDGS INC Industrials 4,741.0 $380K 0.01% $80.05 -32.1%
597 VRSN VERISIGN INC Technology 1,507.0 $379K 0.01% -135.0 -8.2% $251.50 +10.1%
598 AUPH AURINIA PHARMACEUTICALS INC Healthcare 25,500.0 $378K 0.01% $14.82 +16.5%
599 ROL ROLLINS INC Consumer Cyclical 9,035.0 $377K 0.01% -2K -16.2% $41.73 -12.8%
600 GLPI GAMING & LEISURE P Real Estate 8,457.0 $376K 0.01% NEW $44.51 -1.8%
Page 30 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%