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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 3 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVB AVALONBAY CMNTYS INC Real Estate 4,846.0 $792K 0.38% +4K +1027.0% $163.35 +14.0%
42 CSCO CISCO SYS INC Technology 10,204.0 $788K 0.38% +1K +15.8% $77.20 +55.0%
43 PLD PROLOGIS INC. Real Estate 5,731.0 $758K 0.36% -293.0 -4.9% $132.18 +10.8%
44 FDS FACTSET RESH SYS INC Financial Services 3,461.0 $708K 0.34% NEW $204.55 +15.2%
45 CRUS CIRRUS LOGIC INC Technology 4,926.0 $681K 0.32% NEW $138.33 +25.5%
46 RTX RTX CORPORATION Industrials 3,523.0 $680K 0.32% +3K +309.2% $192.90 -8.5%
47 WELL WELLTOWER INC Real Estate 3,297.0 $652K 0.31% -1K -25.5% $197.71 +10.3%
48 XP XP INC Financial Services 30,485.0 $580K 0.28% NEW $19.04 -9.6%
49 JPM JPMORGAN CHASE & CO Financial Services 1,922.0 $565K 0.27% -2K -49.6% $294.16 +1.7%
50 LIN LINDE PLC Basic Materials 1,109.0 $550K 0.26% -138.0 -11.1% $495.76 +2.4%
51 PAGS PAGSEGURO DIGITAL LTD Technology 55,194.0 $536K 0.26% +7K +15.7% $9.71 -4.5%
52 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,748.0 $532K 0.25% NEW $304.08 +10.8%
53 CAT CATERPILLAR INC Industrials 747.0 $529K 0.25% -643.0 -46.3% $708.46 +28.4%
54 ETN EATON CORP PLC Industrials 1,495.0 $529K 0.25% +46.0 +3.2% $353.57 +14.9%
55 EXLS EXLSERVICE HLDGS INC Technology 16,444.0 $503K 0.24% +16K +4105.6% $30.56 -6.0%
56 CLS CELESTICA INC Technology 1,927.0 $496K 0.24% +170.0 +9.7% $257.27 +39.0%
57 MA MASTERCARD INCORPORATED Financial Services 958.0 $479K 0.23% -390.0 -28.9% $499.66 -0.9%
58 TROW PRICE T ROWE GROUP INC Financial Services 4,974.0 $448K 0.21% NEW $90.14 +15.9%
59 GOOG ALPHABET INC Communication Services 1,452.0 $417K 0.20% -4K -73.8% $286.86 +34.2%
60 NEM NEWMONT CORP Basic Materials 3,832.0 $415K 0.20% NEW $108.25 -0.9%
Page 3 of 9  ·  167 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%