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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 37 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BHP BHP BILLITON LIMITED Basic Materials 2,650.0 $221K 0.00% -1K -33.8% $83.33 +10.8%
722 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,198.0 $220K 0.00% +1K +78.5% $68.82 +156.7%
723 IVOO VANGUARD ADMIRAL FDS INC 1,922.0 $220K 0.00% NEW $114.32 +13.6%
724 EPOL ISHARES TR 5,633.0 $218K 0.00% NEW $38.62 +14.8%
725 XOP SPDR SERIES TRUST 1,388.0 $216K 0.00% NEW $155.37 +22.5%
726 ITUB ITAU UNIBANCO HLDG S A Financial Services 26,360.0 $215K 0.00% NEW $8.17 -10.1%
727 FN FABRINET Technology 381.0 $214K 0.00% NEW $562.08 -19.4%
728 FRSH FRESHWORKS INC Technology 20,953.0 $212K 0.00% NEW $10.12 +28.3%
729 PTON PELOTON INTERACTIVE INC Consumer Cyclical 35,768.0 $211K 0.00% NEW $5.91 -7.0%
730 CRSP CRISPR THERAPEUTICS AG Healthcare 3,850.0 $210K 0.00% NEW $54.56 +5.8%
731 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,387.0 $209K 0.00% NEW $22.28 +6.1%
732 PSQ PROSHARES TR 8,334.0 $209K 0.00% NEW $25.07 +3.2%
733 BN BROOKFIELD CORP Financial Services 5,167.0 $209K 0.00% +28.0 +0.5% $40.39 +4.0%
734 GTLB GITLAB INC Technology 6,766.0 $207K 0.00% NEW $30.54 +37.8%
735 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,501.0 $206K 0.00% NEW $82.42 -5.4%
736 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,253.0 $206K 0.00% NEW $91.37 +13.2%
737 BROWN FORMAN CORP 7,500.0 $205K 0.00% NEW $27.37
738 NAVN NAVAN INC Technology 15,360.0 $203K 0.00% NEW $13.24 +116.6%
739 ASX ASE TECHNOLOGY HLDG CO LTD Technology 4,463.0 $201K 0.00% NEW $45.13 -18.2%
740 WEN WENDYS CO Consumer Cyclical 23,919.0 $198K 0.00% NEW $8.29 +6.5%
Page 37 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%