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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 33 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 4,642.0 $299K 0.00% NEW $64.45 +9.4%
642 DSGX DESCARTES SYS GROUP INC Technology 4,190.0 $299K 0.00% NEW $71.40 +7.6%
643 OIH VANECK ETF TRUST 740.0 $299K 0.00% NEW $404.21 +2.8%
644 BX BLACKSTONE INC Financial Services 2,538.0 $299K 0.00% NEW $117.70 +21.0%
645 FTV FORTIVE CORP Technology 5,383.0 $298K 0.00% -14K -72.3% $55.28 +7.5%
646 FTAI AVIATION LTD 1,204.0 $295K 0.00% NEW $245.00
647 AI C3 AI INC Technology 32,413.0 $295K 0.00% NEW $9.09 +13.6%
648 EWL ISHARES INC 4,638.0 $293K 0.00% -67.0 -1.4% $63.25 +1.1%
649 TUR ISHARES INC 7,515.0 $293K 0.00% NEW $39.02 +3.5%
650 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 63,291.0 $292K 0.00% NEW $4.62 -25.1%
651 UNP UNION PAC CORP Industrials 1,191.0 $289K 0.00% +153.0 +14.7% $242.62 +26.1%
652 UAA UNDER ARMOUR INC Consumer Cyclical 45,184.0 $289K 0.00% NEW $6.39 -18.3%
653 TROW PRICE T ROWE GROUP INC Financial Services 2,533.0 $288K 0.00% NEW $113.65 -0.6%
654 OMC OMNICOM GROUP INC Communication Services 3,778.0 $285K 0.00% -8K -66.9% $75.31 +15.2%
655 EDV VANGUARD WORLD FD 4,348.0 $283K 0.00% NEW $65.10 -8.0%
656 IWM ISHARES TR 920.0 $276K 0.00% NEW $300.54 -0.8%
657 CLSK CLEANSPARK INC Technology 18,890.0 $275K 0.00% NEW $14.55 -15.1%
658 SBAC SBA COMMUNICATIONS CORP Real Estate 1,596.0 $275K 0.00% +62.0 +4.0% $172.11 +5.2%
659 SMURFIT WESTROCK PLC 6,889.0 $275K 0.00% -19K -73.3% $39.85
660 UAE ISHARES TR 14,295.0 $274K 0.00% NEW $19.19 +1.7%
Page 33 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%