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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 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 8,201.0 $412K 0.20% -5K -37.8% $50.20 -3.9%
62 ABBV ABBVIE INC Healthcare 1,808.0 $393K 0.19% -2K -46.1% $217.49 -1.0%
63 EME EMCOR GROUP INC Industrials 555.0 $389K 0.18% -4K -88.2% $701.10 +22.0%
64 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,737.0 $386K 0.18% -2K -38.4% $141.20 -8.8%
65 BERKSHIRE HATHAWAY INC DEL 799.0 $383K 0.18% -550.0 -40.8% $479.20
66 WMT WALMART INC Consumer Defensive 3,076.0 $382K 0.18% -4K -57.6% $124.28 -4.6%
67 HD HOME DEPOT INC Consumer Cyclical 1,147.0 $377K 0.18% -578.0 -33.5% $328.89 -3.4%
68 TT TRANE TECHNOLOGIES PLC Industrials 869.0 $362K 0.17% NEW $416.74 +9.8%
69 JNJ JOHNSON & JOHNSON Healthcare 1,473.0 $360K 0.17% -1K -44.1% $244.44 -5.4%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 361.0 $360K 0.17% -356.0 -49.6% $996.43 +0.7%
71 PG PROCTER & GAMBLE CO Consumer Defensive 2,475.0 $357K 0.17% -2K -41.1% $144.44 +2.1%
72 MS MORGAN STANLEY Financial Services 2,153.0 $354K 0.17% -1K -38.9% $164.57 +22.5%
73 GS GOLDMAN SACHS GROUP INC Financial Services 418.0 $354K 0.17% -379.0 -47.5% $845.99 +17.8%
74 MOD MODINE MFG CO Consumer Cyclical 1,711.0 $346K 0.16% -881.0 -34.0% $202.18 +38.5%
75 PH PARKER-HANNIFIN CORP Industrials 382.0 $342K 0.16% -214.0 -35.9% $895.24 -4.3%
76 MU MICRON TECHNOLOGY INC Technology 987.0 $333K 0.16% NEW $337.84 +174.8%
77 AXP AMERICAN EXPRESS CO Financial Services 1,078.0 $326K 0.15% -520.0 -32.5% $302.48 +3.3%
78 COF CAPITAL ONE FINL CORP Financial Services 1,786.0 $326K 0.15% NEW $182.43 +3.5%
79 DE DEERE & CO Industrials 575.0 $324K 0.15% -360.0 -38.5% $563.30 -6.0%
80 AMAT APPLIED MATLS INC Technology 903.0 $309K 0.15% NEW $341.79 +31.1%
Page 4 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%