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Portfolio (Quarterly) Guide ↗

EFG International AG

· CIK 0002109868
13F Portfolio $5.5B AUM 2,399 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1088 New
Page 14 of 55  ·  1,088 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CVX CHEVRON CORPORATION Energy 21,230.0 $3.5M 0.06% NEW $165.77 +24.0%
262 NDAQ NASDAQ INC Financial Services 43,854.0 $3.5M 0.06% NEW $78.81 +24.5%
263 IRTC IRHYTHM HOLDINGS INC Healthcare 28,913.0 $3.4M 0.06% NEW $118.97 +8.3%
264 NEXTERA ENERGY CAP HLDGS INC 2,600,000.0 $3.4M 0.06% NEW $1.31
265 COGT COGENT BIOSCIENCES INC Healthcare 87,739.0 $3.4M 0.06% NEW $38.71 -5.3%
266 RDNT RADNET INC Healthcare 54,436.0 $3.4M 0.06% NEW $61.67 +24.7%
267 CMS ENERGY CORP 3,000,000.0 $3.4M 0.06% NEW $1.12
268 DYNF BLACKROCK ETF TRUST 49,053.0 $3.3M 0.06% NEW $68.01 +1.7%
269 EWZ ISHARES INC 96,022.0 $3.3M 0.06% NEW $34.50 +1.7%
270 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 28,793.0 $3.3M 0.06% NEW $114.48 -16.2%
271 AGG ISHARES TR 33,116.0 $3.3M 0.06% NEW $98.98 -1.7%
272 CAMT CAMTEK LTD Technology 20,077.0 $3.3M 0.06% NEW $162.65 -9.7%
273 FLY FIREFLY AEROSPACE INC Industrials 110,677.0 $3.3M 0.06% NEW $29.41 -16.4%
274 EFA ISHARES TR 31,263.0 $3.2M 0.06% NEW $103.88 +4.2%
275 SONO SONOS INC Technology 239,688.0 $3.2M 0.06% NEW $13.53 +17.0%
276 CIBR FIRST TR EXCHANGE-TRADED FD 35,770.0 $3.2M 0.06% NEW $89.85 +5.6%
277 NVMI NOVA LTD Technology 5,909.0 $3.2M 0.06% NEW $542.43 -30.9%
278 LMUB ISHARES TR 62,187.0 $3.2M 0.06% NEW $51.22 -3.3%
279 RSP INVESCO EXCHANGE TRADED FD T 14,723.0 $3.1M 0.06% NEW $212.77 +4.3%
280 WGS GENEDX HOLDINGS CORP Healthcare 44,952.0 $3.1M 0.06% NEW $68.61 +26.1%
Page 14 of 55  ·  1,088 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 35.0%
Financial Services 14.3%
Consumer Cyclical 13.3%
Healthcare 13.0%
Industrials 8.3%
Communication Services 5.3%
Energy 3.5%
Consumer Defensive 2.5%
Utilities 2.5%
Basic Materials 2.0%