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Portfolio (Quarterly) Guide ↗

SWISS RE LTD

· CIK 0001519921
13F Portfolio $1.1B AUM 238 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 189 Added 50 Exited
Page 10 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CBOE CBOE GLOBAL MARKETS INC. Financial Services 428.0 $104K 0.01% +373.0 +678.2% $242.67 +15.7%
182 BKR BAKER HUGHES CO. Energy 1,866.0 $104K 0.01% +2K +409.8% $55.50 +16.2%
183 TTWO TAKE-TWO INTERACTIVE SOFTWARE INC. Communication Services 408.0 $102K 0.01% +352.0 +628.6% $249.98 -5.2%
184 CL COLGATE-PALMOLIVE CO. Consumer Defensive 1,106.0 $101K 0.01% +931.0 +532.0% $91.68 -0.9%
185 ADM ARCHER-DANIELS-MIDLAND CO. Consumer Defensive 1,266.0 $97K 0.01% +1K +603.3% $76.40 +5.7%
186 MCK MCKESSON CORP. Healthcare 121.0 $91K 0.01% +89.0 +278.1% $755.60 +13.0%
187 NDAQ NASDAQ INC. Financial Services 1,131.0 $89K 0.01% +1K +797.6% $78.82 +22.2%
188 AXON AXON ENTERPRISE INC. Industrials 136.0 $76K 0.01% +109.0 +403.7% $560.61 +15.2%
189 VEA VANGUARD FTSE DEVELOPED ETF. 431.0 $31K 0.00% +259.0 +150.6% $71.25 +2.2%
Page 10 of 10  ·  189 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 40.9%
Financial Services 11.7%
Communication Services 11.2%
Consumer Cyclical 9.3%
Healthcare 8.4%
Industrials 7.9%
Consumer Defensive 4.2%
Basic Materials 1.8%
Real Estate 1.8%
Utilities 1.7%