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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 3 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC. Healthcare 1,319.0 $548K 0.05% +1K +1132.7% $415.63 -6.5%
42 BAC BANK OF AMERICA CORP. Financial Services 9,496.0 $541K 0.05% +9K +1053.8% $56.98 +10.9%
43 RTX RTX CORP. Industrials 2,841.0 $539K 0.05% +2K +647.6% $189.73 +16.1%
44 ADI ANALOG DEVICES INC. Technology 1,279.0 $508K 0.05% +1K +1837.9% $397.17 -6.0%
45 GLW CORNING INC. Technology 1,944.0 $497K 0.04% +2K +353.1% $255.43 -40.3%
46 TXN TEXAS INSTRUMENT INC. Technology 1,638.0 $488K 0.04% +2K +1140.9% $298.07 -10.3%
47 PLTR PALANTIR TECHNOLOGIES INC. Technology 4,118.0 $480K 0.04% +4K +831.7% $116.67 +50.2%
48 AXP AMERICAN EXPRESS CO. Financial Services 1,403.0 $475K 0.04% +1K +1236.2% $338.25 +0.5%
49 GS GOLDMAN SACHS GROUP INC. Financial Services 468.0 $473K 0.04% +379.0 +425.8% $1011.37 +1.0%
50 IBM INTERNATIONAL BUSINESS MACHINES CORP. Technology 1,632.0 $459K 0.04% +1K +618.9% $281.21 -15.7%
51 ORCL ORACLE CORP. Technology 3,065.0 $449K 0.04% +3K +449.3% $146.55 -1.9%
52 PM PHILIP MORRIS INTERNATIONAL INC. Consumer Defensive 2,428.0 $439K 0.04% +2K +879.0% $180.91 +5.0%
53 PANW PALO ALTO NETWORKS INC. Technology 1,267.0 $432K 0.04% NEW $341.02 +5.5%
54 APH AMPHENOL CORP-CL A. Technology 2,418.0 $426K 0.04% +2K +334.1% $176.32 -11.5%
55 QCOM QUALCOMM INC. Technology 2,187.0 $404K 0.04% +2K +692.4% $184.79 -12.4%
56 WELL WELLTOWER INC. Real Estate 1,704.0 $387K 0.04% +2K +999.4% $226.97 +3.9%
57 BMO BANK OF MONTREAL. Financial Services 2,149.0 $380K 0.04% +2K +641.0% $176.67 -0.5%
58 CRWD CROWDSTRIKE HOLDINGS INC. Technology 493.0 $376K 0.03% +453.0 +1132.5% $190.78 +5.7%
59 NEE NEXTERA ENERGY INC. Utilities 4,069.0 $357K 0.03% +4K +1944.7% $87.77 -2.1%
60 UNP UNION PACIFIC CORP. Industrials 1,307.0 $356K 0.03% +1K +692.1% $272.00 +11.0%
Page 3 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%