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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 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TMO THERMO FISHER SCIENTIFIC INC. Healthcare 685.0 $343K 0.03% +637.0 +1327.1% $501.36 +22.4%
62 WFC WELLS FARGO & CO. Financial Services 4,111.0 $340K 0.03% +4K +1188.7% $82.64 +4.0%
63 PEP PEPSICO INC. Consumer Defensive 2,500.0 $338K 0.03% +2K +1188.7% $135.40 +5.3%
64 PH PARKER-HANNIFIN CORP. Industrials 345.0 $337K 0.03% +333.0 +2775.0% $978.12 +4.6%
65 MS MORGAN STANLEY. Financial Services 1,609.0 $336K 0.03% +1K +599.6% $209.04 +2.5%
66 MCD MCDONALD'S CORP. Consumer Cyclical 1,232.0 $333K 0.03% +1K +944.1% $270.31 -1.1%
67 BLK BLACKROCK INC. Financial Services 344.0 $331K 0.03% +313.0 +1009.7% $961.56 +20.5%
68 ANET ARISTA NETWORKS INC. Technology 1,946.0 $331K 0.03% +2K +413.5% $169.88 +9.8%
69 KEYS KEYSIGHT TECHNOLOGIES INC. Technology 936.0 $328K 0.03% +873.0 +1385.7% $350.07 -8.7%
70 BKNG BOOKING HOLDINGS INC. Consumer Cyclical 1,766.0 $315K 0.03% +2K +10000.0% $178.24 +19.5%
71 ADP AUTOMATIC DATA PROCESSING. Industrials 1,382.0 $309K 0.03% +1K +722.6% $223.95 +23.8%
72 MRVL MARVELL TECHNOLOGY INC. Technology 1,030.0 $307K 0.03% NEW $297.89 -20.3%
73 SHOP SHOPIFY INC. Technology 2,648.0 $303K 0.03% +2K +852.5% $114.36 +28.2%
74 BNS BANK OF NOVA SCOTIA. Financial Services 3,453.0 $300K 0.03% +3K +742.2% $86.88 +0.9%
75 DIS WALT DISNEY CO. Communication Services 3,071.0 $296K 0.03% +3K +1295.9% $96.25 +11.1%
76 ABT ABBOTT LABORATORIES. Healthcare 3,239.0 $294K 0.03% +3K +728.4% $90.74 +26.1%
77 MAR MARRIOTT INTERNATIONAL INC. Consumer Cyclical 787.0 $292K 0.03% NEW $370.59 -2.9%
78 FCX FREEPORT-MCMORAN INC. Basic Materials 4,571.0 $287K 0.03% +4K +1045.6% $62.89 +9.9%
79 AMGN AMGEN INC. Healthcare 784.0 $284K 0.03% +740.0 +1681.8% $362.12 +22.2%
80 SCHW SCHWAB (CHARLES) CORP. Financial Services 3,056.0 $282K 0.03% +3K +2197.7% $92.27 +20.2%
Page 4 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%