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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 9 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCO MOODY'S CORP. Financial Services 354.0 $160K 0.01% +335.0 +1763.2% $452.92 +9.7%
162 CME CME GROUP INC. Financial Services 722.0 $159K 0.01% +662.0 +1103.3% $220.83 +20.9%
163 NTR NUTRIEN LTD. Basic Materials 2,523.0 $159K 0.01% +2K +741.0% $62.97 +12.0%
164 SYK STRYKER CORP. Healthcare 499.0 $157K 0.01% +465.0 +1367.7% $314.84 +8.0%
165 ITW ILLINOIS TOOL WORKS INC. Industrials 579.0 $157K 0.01% +506.0 +693.1% $270.47 +5.1%
166 HCA HCA HEALTHCARE INC. Healthcare 395.0 $154K 0.01% NEW $389.89 +4.4%
167 TMUS T-MOBILE US INC. Communication Services 918.0 $154K 0.01% +776.0 +546.5% $167.73 +8.7%
168 CCI CROWN CASTLE INC. Real Estate 2,029.0 $154K 0.01% NEW $75.73 -1.4%
169 ICE INTERCONTINENTAL EXCHANGE INC. Financial Services 1,247.0 $154K 0.01% +1K +625.0% $123.11 +27.7%
170 FISV FISERV INC. Technology 3,093.0 $152K 0.01% NEW $49.05 +6.2%
171 MRSH MARSH & MCLENNAN COMPANIES INC. Financial Services 901.0 $150K 0.01% +742.0 +466.7% $166.67 +13.5%
172 WM WASTE MANAGEMENT INC. Industrials 668.0 $149K 0.01% +619.0 +1263.3% $222.88 +1.0%
173 USB US BANCORP. Financial Services 2,433.0 $147K 0.01% +2K +825.1% $60.40 +4.0%
174 ENTERGY CORP. 1,271.0 $146K 0.01% +1K +472.5% $114.86
175 CANADIAN PACIFIC KANSAS CITY LTD. 1,673.0 $145K 0.01% NEW $86.66
176 UBER UBER TECHNOLOGIES INC. Technology 2,001.0 $144K 0.01% +2K +344.7% $72.16 +8.1%
177 EA ELECTRONIC ARTS INC. Communication Services 697.0 $143K 0.01% +625.0 +868.1% $205.04 +2.3%
178 AME AMETEK INC. Industrials 583.0 $141K 0.01% +532.0 +1043.1% $241.94 +0.5%
179 HBAN HUNTINGTON BANCSHARES INC. Financial Services 7,939.0 $141K 0.01% +7K +618.5% $17.73 -3.2%
180 CI THE CIGNA GROUP. Healthcare 503.0 $139K 0.01% +462.0 +1126.8% $275.68 +0.6%
Page 9 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%