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Portfolio (Quarterly) Guide ↗

SWISS RE LTD

· CIK 0001519921
13F Portfolio $16M AUM 239 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 1 Added 1 Reduced 1 Exited
Page 3 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RY ROYAL BANK OF CANADA. Financial Services 342.0 $55K 0.34% $161.14 +14.7%
42 IBM INTL BUSINESS MACHINES CORP. Technology 227.0 $55K 0.34% $242.39 -8.1%
43 HD HOME DEPOT INC. Consumer Cyclical 162.0 $53K 0.33% $328.89 -8.8%
44 WDC WESTERN DIGITAL CORP. Technology 187.0 $51K 0.31% $270.49 +69.5%
45 TD TORONTO-DOMINION BANK. Financial Services 539.0 $50K 0.31% $93.10 +16.4%
46 HON HONEYWELL INTERNATIONAL INC. Industrials 222.0 $50K 0.31% $226.03 -3.9%
47 ANET ARISTA NETWORKS INC. Technology 379.0 $47K 0.28% $122.78 +15.4%
48 ABBV ABBVIE INC. Healthcare 208.0 $45K 0.28% $217.49 -3.7%
49 PM PHILIP MORRIS INTERNATIONAL. Consumer Defensive 248.0 $41K 0.25% $165.34 +15.8%
50 CMG CHIPOTLE MEXICAN GRILL INC. Consumer Cyclical 1,260.0 $40K 0.25% $32.01 +5.4%
51 ABT ABBOTT LABORATORIES. Healthcare 391.0 $40K 0.24% $102.67 -14.4%
52 BAC BANK OF AMERICA CORP. Financial Services 823.0 $40K 0.24% $48.75 +4.0%
53 UNP UNION PACIFIC CORP. Industrials 165.0 $40K 0.24% $242.62 +13.4%
54 BMO BANK OF MONTREAL. Financial Services 290.0 $39K 0.24% $135.02 +13.9%
55 FORTINET INC. 475.0 $39K 0.24% $81.72
56 MS MORGAN STANLEY. Financial Services 230.0 $38K 0.23% $164.57 +17.1%
57 MCD MCDONALD'S CORP. Consumer Cyclical 118.0 $37K 0.22% $310.79 -9.1%
58 QCOM QUALCOMM INC. Technology 276.0 $36K 0.22% $128.78 +58.1%
59 CSCO CISCO SYSTEMS INC. Technology 457.0 $35K 0.22% $77.59 +53.2%
60 INTC INTEL CORP. Technology 797.0 $35K 0.21% $44.13 +145.1%
Page 3 of 12  ·  239 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 37.5%
Financial Services 13.3%
Communication Services 12.2%
Industrials 9.5%
Consumer Cyclical 8.6%
Healthcare 8.1%
Consumer Defensive 4.4%
Basic Materials 2.0%
Utilities 1.6%
Real Estate 1.5%