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Portfolio (Quarterly) Guide ↗

Climber Capital SA

· CIK 0002011229
13F Portfolio $153M AUM 70 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 13 Added 25 Reduced 1 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ Johnson & Johnson Healthcare 1,473.0 $360K 0.24% -565.0 -27.7% $244.33 -5.2%
62 GOOG Alphabet Inc Communication Services 1,091.0 $313K 0.20% +100.0 +10.1% $286.73 +33.7%
63 Vanguard California Tax-Exempt 3,110.0 $308K 0.20% $99.03
64 EWU iShares MSCI United Kingdom ETF 6,750.0 $304K 0.20% $45.06 +5.1%
65 PWZ Invesco California AMT-Free Municipal Bond ETF 12,620.0 $301K 0.20% -4K -23.0% $23.86 +0.2%
66 KHC The Kraft Heinz Company Consumer Defensive 10,865.0 $244K 0.16% NEW $22.48 +4.7%
67 SLV iShares Silver Trust Financial Services 3,514.0 $239K 0.16% NEW $68.11 +2.0%
68 BKNG Booking Holdings Inc Consumer Cyclical 49.0 $206K 0.14% $4208.00 -96.2%
69 VNQI Vanguard Global ex-US Real Est 4,515.0 $201K 0.13% -15K -76.6% $44.43 +3.8%
Page 4 of 4  ·  69 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
Financial Services 58.8%
Technology 14.9%
Communication Services 10.2%
Healthcare 4.9%
Energy 4.0%
Consumer Defensive 3.6%
Consumer Cyclical 2.5%
Industrials 1.2%