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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 2 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC. 2,187.0 $1.1M 0.10% +2K +1266.9% $500.39
22 KLAC KLA CORP. Technology 3,480.0 $1.0M 0.10% +3K +5337.5% $301.71 -37.9%
23 GEV GE VERNOVA INC. Utilities 891.0 $1.0M 0.10% +791.0 +791.0% $1174.86 -16.0%
24 WMT WALMART INC. Consumer Defensive 8,571.0 $971K 0.09% +8K +1216.6% $113.26 +0.9%
25 SNDK SANDISK CORP. Technology 400.0 $909K 0.08% NEW $2273.73 -31.0%
26 MA MASTERCARD INC - A. Financial Services 1,701.0 $874K 0.08% +1K +588.7% $513.60 +11.7%
27 CSCO CISCO SYSTEMS INC. Technology 7,074.0 $831K 0.08% +7K +1447.9% $117.46 -5.9%
28 MRK MERCK & CO. INC.. Healthcare 6,058.0 $778K 0.07% +6K +1028.1% $128.50 +18.5%
29 ABBV ABBVIE INC. Healthcare 2,915.0 $734K 0.07% +3K +1301.4% $251.64 +5.7%
30 WDC WESTERN DIGITAL CORP. Technology 1,139.0 $728K 0.07% +952.0 +509.1% $638.72 -27.7%
31 COST COSTCO WHOLESALE CORP. Consumer Defensive 759.0 $710K 0.07% +679.0 +848.8% $935.47 +2.3%
32 PG PROCTER & GAMBLE CO. Consumer Defensive 4,646.0 $681K 0.06% +4K +960.7% $146.64 -1.5%
33 RY ROYAL BANK OF CANADA. Financial Services 3,076.0 $637K 0.06% +3K +799.4% $206.99 +0.3%
34 TJX TJX COMPANIES INC. Consumer Cyclical 4,141.0 $627K 0.06% +3K +468.0% $151.50 -4.6%
35 KO COCA-COLA CO. Consumer Defensive 7,669.0 $623K 0.06% +7K +757.8% $81.27 +11.2%
36 C CITIGROUP INC. Financial Services 4,193.0 $587K 0.05% +4K +738.6% $139.96 -5.1%
37 TD TORONTO-DOMINION BANK. Financial Services 4,732.0 $575K 0.05% +4K +777.9% $121.54 -2.6%
38 GE GENERAL ELECTRIC CO. Industrials 1,537.0 $574K 0.05% +1K +372.9% $373.73 -4.7%
39 NFLX NETFLIX INC. Communication Services 7,973.0 $569K 0.05% +7K +838.0% $71.40 +12.4%
40 HD HOME DEPOT INC. Consumer Cyclical 1,569.0 $553K 0.05% +1K +868.5% $352.68 -2.4%
Page 2 of 12  ·  237 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%