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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 17 of 55  ·  1,088 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XBI SPDR SERIES TRUST 14,840.0 $2.3M 0.04% NEW $158.25 +4.7%
322 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 24,018.0 $2.3M 0.04% NEW $95.99 +24.3%
323 FNV FRANCO NEV CORP Basic Materials 11,024.0 $2.3M 0.04% NEW $208.45 +27.5%
324 LEU CENTRUS ENERGY CORP Energy 13,426.0 $2.3M 0.04% NEW $168.02 +10.9%
325 BIDU BAIDU INC Communication Services 19,638.0 $2.2M 0.04% NEW $114.35 -18.5%
326 LIN LINDE PLC Basic Materials 4,318.0 $2.2M 0.04% NEW $518.94 -6.0%
327 RGLD ROYAL GOLD INC Basic Materials 11,115.0 $2.2M 0.04% NEW $199.66 +29.7%
328 TRP TC ENERGY CORP Energy 33,278.0 $2.2M 0.04% NEW $66.34 -6.5%
329 MICROCHIP TECHNOLOGY INC. 2,000,000.0 $2.2M 0.04% NEW $1.10
330 NTRS NORTHERN TR CORP Financial Services 12,357.0 $2.1M 0.04% NEW $173.84 +5.8%
331 HDB HDFC BANK LTD Financial Services 83,013.0 $2.1M 0.04% NEW $25.83 -8.6%
332 FERG FERGUSON ENTERPRISES INC Industrials 9,027.0 $2.1M 0.04% NEW $237.20 +2.1%
333 PG PROCTER & GAMBLE CO Consumer Defensive 14,166.0 $2.1M 0.04% NEW $146.56 -1.3%
334 BWA BORGWARNER INC Consumer Cyclical 31,256.0 $2.1M 0.04% NEW $66.38 +2.1%
335 UAL UNITED AIRLS HLDGS INC Industrials 15,239.0 $2.1M 0.04% NEW $136.00 -16.8%
336 CCI CROWN CASTLE INC Real Estate 27,162.0 $2.1M 0.04% NEW $75.74 -0.3%
337 SRE SEMPRA Utilities 22,112.0 $2.0M 0.04% NEW $92.70 -10.6%
338 MOS MOSAIC CO Basic Materials 96,390.0 $2.0M 0.04% NEW $21.19 +15.2%
339 NUTANIX INC 1,800,000.0 $2.0M 0.04% NEW $1.13
340 VTI VANGUARD INDEX FDS 5,478.0 $2.0M 0.04% NEW $370.04 +2.2%
Page 17 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%