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Portfolio (Quarterly) Guide ↗

Eurizon SLJ Capital Ltd

· CIK 0002107309
13F Portfolio $252M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRM SALESFORCE INC Technology 1,901.0 $504K 0.20% NEW $264.91 -32.5%
82 ISRG INTUITIVE SURGICAL INC Healthcare 887.0 $502K 0.20% NEW $566.36 -25.3%
83 UNH UNITEDHEALTH GROUP INC Healthcare 1,484.0 $490K 0.19% NEW $330.11 +16.3%
84 T AT&T INC Communication Services 19,501.0 $484K 0.19% NEW $24.84 +0.1%
85 SPGI S&P GLOBAL INC Financial Services 912.0 $477K 0.19% NEW $522.59 -19.7%
86 CEG CONSTELLATION ENERGY CORP Utilities 1,344.0 $475K 0.19% NEW $353.27 -18.6%
87 ETN EATON CORP PLC Industrials 1,449.0 $462K 0.18% NEW $318.51 +27.2%
88 PAGS PAGSEGURO DIGITAL LTD Technology 47,715.0 $460K 0.18% NEW $9.64 -2.1%
89 BKNG BOOKING HOLDINGS INC Consumer Cyclical 84.0 $450K 0.18% NEW $5355.33 -96.8%
90 UNP UNION PAC CORP Industrials 1,902.0 $440K 0.17% NEW $231.32 +16.0%
91 DE DEERE & CO Industrials 935.0 $435K 0.17% NEW $465.57 +15.4%
92 WM WASTE MGMT INC DEL Industrials 1,840.0 $404K 0.16% NEW $219.71 -1.5%
93 SHW SHERWIN WILLIAMS CO Basic Materials 1,159.0 $376K 0.15% NEW $324.03 -5.1%
94 PLTR PALANTIR TECHNOLOGIES INC Technology 2,083.0 $370K 0.15% NEW $177.75 -21.5%
95 PANW PALO ALTO NETWORKS INC Technology 1,921.0 $354K 0.14% NEW $184.20 +39.7%
96 PODD INSULET CORP Healthcare 1,227.0 $349K 0.14% NEW $284.24 -50.1%
97 MOD MODINE MFG CO Consumer Cyclical 2,592.0 $346K 0.14% NEW $133.51 +104.4%
98 APD AIR PRODS & CHEMS INC Basic Materials 1,264.0 $312K 0.12% NEW $247.02 +15.2%
99 COP CONOCOPHILLIPS Energy 2,488.0 $233K 0.09% NEW $93.61 +22.5%
100 SO SOUTHERN CO Utilities 2,527.0 $220K 0.09% NEW $87.20 +7.1%
Page 5 of 7  ·  138 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 39.6%
Financial Services 14.1%
Industrials 11.2%
Healthcare 10.7%
Communication Services 10.5%
Consumer Cyclical 8.0%
Real Estate 1.7%
Basic Materials 1.4%
Energy 1.3%
Consumer Defensive 1.0%