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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 4 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC. Consumer Defensive 2,500.0 $338K 0.03% +2K +1188.7% $135.40 +5.7%
62 PH PARKER-HANNIFIN CORP. Industrials 345.0 $337K 0.03% +333.0 +2775.0% $978.12 +1.9%
63 MS MORGAN STANLEY. Financial Services 1,609.0 $336K 0.03% +1K +599.6% $209.04 +0.7%
64 MCD MCDONALD'S CORP. Consumer Cyclical 1,232.0 $333K 0.03% +1K +944.1% $270.31 -0.1%
65 BLK BLACKROCK INC. Financial Services 344.0 $331K 0.03% +313.0 +1009.7% $961.56 +20.2%
66 ANET ARISTA NETWORKS INC. Technology 1,946.0 $331K 0.03% +2K +413.5% $169.88 +8.9%
67 KEYS KEYSIGHT TECHNOLOGIES INC. Technology 936.0 $328K 0.03% +873.0 +1385.7% $350.07 -11.2%
68 BKNG BOOKING HOLDINGS INC. Consumer Cyclical 1,766.0 $315K 0.03% +2K +10000.0% $178.24 +18.5%
69 ADP AUTOMATIC DATA PROCESSING. Industrials 1,382.0 $309K 0.03% +1K +722.6% $223.95 +25.5%
70 SHOP SHOPIFY INC. Technology 2,648.0 $303K 0.03% +2K +852.5% $114.36 +29.9%
71 BNS BANK OF NOVA SCOTIA. Financial Services 3,453.0 $300K 0.03% +3K +742.2% $86.88 +0.2%
72 DIS WALT DISNEY CO. Communication Services 3,071.0 $296K 0.03% +3K +1295.9% $96.25 +12.4%
73 ABT ABBOTT LABORATORIES. Healthcare 3,239.0 $294K 0.03% +3K +728.4% $90.74 +27.9%
74 FCX FREEPORT-MCMORAN INC. Basic Materials 4,571.0 $287K 0.03% +4K +1045.6% $62.89 +19.8%
75 AMGN AMGEN INC. Healthcare 784.0 $284K 0.03% +740.0 +1681.8% $362.12 +21.4%
76 SCHW SCHWAB (CHARLES) CORP. Financial Services 3,056.0 $282K 0.03% +3K +2197.7% $92.27 +21.0%
77 HOOD ROBINHOOD MARKETS INC. Financial Services 2,774.0 $278K 0.03% +3K +1070.5% $100.28 +7.1%
78 NOW SERVICENOW INC. Technology 2,729.0 $271K 0.03% +3K +1849.3% $99.28 +32.0%
79 VZ VERIZON COMMUNICATIONS INC. Communication Services 6,287.0 $266K 0.02% +6K +1006.9% $42.34 +16.8%
80 GILD GILEAD SCIENCES, INC. Healthcare 2,083.0 $263K 0.02% +2K +729.9% $126.34 +16.8%
Page 4 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%