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Portfolio (Quarterly) Guide ↗

Eurizon SLJ Capital Ltd

· CIK 0002107309
13F Portfolio $210M AUM 167 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 40 Added 71 Reduced 22 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE PFIZER INC Healthcare 9,906.0 $278K 0.13% NEW $28.08 -6.7%
22 SYK STRYKER CORPORATION Healthcare 805.0 $265K 0.13% NEW $328.59 -6.9%
23 PM PHILIP MORRIS INTL INC Consumer Defensive 1,596.0 $264K 0.12% NEW $165.34 +10.1%
24 C CITIGROUP INC Financial Services 2,321.0 $263K 0.12% NEW $113.41 +10.5%
25 TJX TJX COS INC NEW Consumer Cyclical 1,531.0 $245K 0.12% NEW $159.70 -1.7%
26 JCI JOHNSON CONTROLS INTERNATION Industrials 1,881.0 $241K 0.12% NEW $128.13 +7.9%
27 BLK BLACKROCK INC Financial Services 249.0 $239K 0.11% NEW $961.71 +11.3%
28 DHR DANAHER CORP DEL Healthcare 1,245.0 $236K 0.11% NEW $189.60 -8.7%
29 LOW LOWES COS INC Consumer Cyclical 948.0 $224K 0.11% NEW $236.28 -8.2%
30 AMGN AMGEN INC Healthcare 618.0 $217K 0.10% NEW $351.85 -4.5%
31 GILD GILEAD SCIENCES INC Healthcare 1,533.0 $214K 0.10% NEW $139.37 -4.1%
32 INTU INTUIT Technology 494.0 $214K 0.10% NEW $432.38 -28.8%
33 CRWD CROWDSTRIKE HLDGS INC Technology 531.0 $207K 0.10% NEW $390.41 +65.3%
34 ADI ANALOG DEVICES INC Technology 651.0 $207K 0.10% NEW $318.14 +31.0%
35 PEP PEPSICO INC Consumer Defensive 1,287.0 $200K 0.10% NEW $155.29 -4.9%
36 INTC INTEL CORP Technology 4,486.0 $198K 0.09% NEW $44.13 +175.9%
37 PCTY PAYLOCITY HLDG CORP Technology 1,793.0 $195K 0.09% NEW $108.63 +0.3%
38 CMCSA COMCAST CORP NEW Communication Services 6,656.0 $191K 0.09% NEW $28.71 -12.2%
39 GE GE AEROSPACE Industrials 594.0 $169K 0.08% NEW $283.77 +11.8%
40 SCHW SCHWAB CHARLES CORP Financial Services 1,726.0 $162K 0.08% NEW $93.98 -8.9%
Page 2 of 3  ·  51 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 38.7%
Financial Services 14.9%
Communication Services 12.4%
Industrials 11.3%
Healthcare 11.0%
Consumer Cyclical 5.8%
Energy 2.3%
Real Estate 2.1%
Consumer Defensive 0.9%
Basic Materials 0.5%