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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 8 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CME CME GROUP INC. Financial Services 722.0 $159K 0.01% +662.0 +1103.3% $220.83 +22.3%
142 NTR NUTRIEN LTD. Basic Materials 2,523.0 $159K 0.01% +2K +741.0% $62.97 +15.5%
143 SYK STRYKER CORP. Healthcare 499.0 $157K 0.01% +465.0 +1367.7% $314.84 +7.6%
144 ITW ILLINOIS TOOL WORKS INC. Industrials 579.0 $157K 0.01% +506.0 +693.1% $270.47 +5.1%
145 TMUS T-MOBILE US INC. Communication Services 918.0 $154K 0.01% +776.0 +546.5% $167.73 +8.1%
146 ICE INTERCONTINENTAL EXCHANGE INC. Financial Services 1,247.0 $154K 0.01% +1K +625.0% $123.11 +28.6%
147 MRSH MARSH & MCLENNAN COMPANIES INC. Financial Services 901.0 $150K 0.01% +742.0 +466.7% $166.67 +14.4%
148 WM WASTE MANAGEMENT INC. Industrials 668.0 $149K 0.01% +619.0 +1263.3% $222.88 +1.1%
149 USB US BANCORP. Financial Services 2,433.0 $147K 0.01% +2K +825.1% $60.40 +4.3%
150 ENTERGY CORP. 1,271.0 $146K 0.01% +1K +472.5% $114.86
151 UBER UBER TECHNOLOGIES INC. Technology 2,001.0 $144K 0.01% +2K +344.7% $72.16 +8.7%
152 EA ELECTRONIC ARTS INC. Communication Services 697.0 $143K 0.01% +625.0 +868.1% $205.04 +2.3%
153 AME AMETEK INC. Industrials 583.0 $141K 0.01% +532.0 +1043.1% $241.94 +0.0%
154 HBAN HUNTINGTON BANCSHARES INC. Financial Services 7,939.0 $141K 0.01% +7K +618.5% $17.73 -2.6%
155 CI THE CIGNA GROUP. Healthcare 503.0 $139K 0.01% +462.0 +1126.8% $275.68 +0.3%
156 BN BROOKFIELD CORP. Financial Services 3,203.0 $137K 0.01% +3K +568.7% $42.65 -1.9%
157 FNV FRANCO-NEVADA CORP. Basic Materials 646.0 $135K 0.01% +553.0 +594.6% $208.57 +22.2%
158 PCAR PACCAR INC. Industrials 1,115.0 $134K 0.01% +983.0 +744.7% $120.12 +7.8%
159 EQIX EQUINIX INC. Real Estate 128.0 $133K 0.01% +111.0 +652.9% $1042.39 +3.2%
160 FERG FERGUSON ENTERPRISES INC. Industrials 548.0 $130K 0.01% +457.0 +502.2% $237.33 +1.9%
Page 8 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%