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Portfolio (Quarterly) Guide ↗

OVERSEA-CHINESE BANKING Corp Ltd

· CIK 0001291318
13F Portfolio $4.7B AUM 705 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 74 New 130 Added 111 Reduced 48 Exited
Page 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EXR EXTRA SPACE STORAGE INC Real Estate 41,582.0 $6.0M 0.13% +6K +16.1% $145.30 -0.8%
62 FR FIRST INDL RLTY TR INC Real Estate 97,814.0 $6.0M 0.13% +6K +6.6% $61.31 +2.5%
63 REGCO REGENCY CTRS CORP 71,205.0 $5.7M 0.12% +15K +26.3% $79.74
64 LRCX LAM RESEARCH CORP Technology 13,216.0 $5.6M 0.12% +8K +169.2% $427.39 -26.8%
65 DELL DELL TECHNOLOGIES INC Technology 13,355.0 $5.5M 0.12% +8K +139.7% $408.11 +13.7%
66 PEP PEPSICO INC Consumer Defensive 39,984.0 $5.4M 0.12% +13K +48.0% $136.24 +4.4%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 58,818.0 $5.4M 0.12% +49K +482.5% $91.67 +0.4%
68 MMM 3M CO Industrials 32,312.0 $5.2M 0.11% +264.0 +0.8% $161.91 +11.2%
69 JNJ JOHNSON & JOHNSON Healthcare 20,127.0 $5.1M 0.11% +8K +59.9% $253.99 +6.3%
70 TMO THERMO FISHER SCIE Healthcare 10,130.0 $5.1M 0.11% +158.0 +1.6% $502.27 +26.2%
71 BXP BXP INC Real Estate 74,828.0 $5.0M 0.11% +25K +51.1% $66.31 +6.0%
72 BAC BANK OF AMER CORP Financial Services 83,940.0 $4.8M 0.10% +69K +472.7% $57.21 +8.8%
73 MRK MERCK & CO INC Healthcare 37,333.0 $4.8M 0.10% +6K +19.9% $128.41 +19.3%
74 NFLX NETFLIX INC Communication Services 62,933.0 $4.5M 0.10% +3K +4.7% $72.14 +12.9%
75 QCOM QUALCOMM INC Technology 23,104.0 $4.3M 0.09% +6K +37.0% $187.80 -12.8%
76 COIN COINBASE GLOBAL INC Financial Services 27,696.0 $4.1M 0.09% +16K +141.8% $149.06 +22.0%
77 TJX TJX COS INC NEW Consumer Cyclical 27,048.0 $4.1M 0.09% +3K +14.1% $151.50 -9.7%
78 ICICI BANK LIMITED 137,701.0 $4.0M 0.09% +14K +11.2% $29.03
79 ABT ABBOTT LABORATORIES Healthcare 41,673.0 $3.9M 0.08% +13K +46.5% $92.42 +23.5%
80 CAT CATERPILLAR INC Industrials 3,606.0 $3.8M 0.08% +3K +665.6% $1064.46 -22.8%
Page 4 of 7  ·  130 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 52.7%
Consumer Cyclical 11.8%
Financial Services 10.2%
Healthcare 6.4%
Real Estate 4.9%
Communication Services 4.9%
Industrials 3.2%
Consumer Defensive 3.0%
Basic Materials 1.6%
Energy 1.1%