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Portfolio (Quarterly) Guide ↗

Bank Julius Baer & Co. Ltd, Zurich

· CIK 0001544599
13F Portfolio $38.6B AUM 661 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 661 New
Page 11 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WM WASTE MGMT INC DEL Industrials 48,356.0 $10.8M 0.03% NEW $223.42 +0.3%
202 EUFN ISHARES TR 276,161.0 $10.8M 0.03% NEW $38.99 +8.3%
203 FCX FREEPORT MCMORAN INC Basic Materials 171,281.0 $10.7M 0.03% NEW $62.73 +22.2%
204 CB CHUBB LIMITED Financial Services 31,128.0 $10.7M 0.03% NEW $343.28 -0.7%
205 FN FABRINET Technology 19,061.0 $10.7M 0.03% NEW $559.21 -21.9%
206 EWJ ISHARES INC 113,560.0 $10.6M 0.03% NEW $93.25 +2.1%
207 EEM ISHARES TR 151,335.0 $10.4M 0.03% NEW $68.41 -1.9%
208 EMHY ISHARES INC 248,792.0 $10.1M 0.03% NEW $40.66 -1.0%
209 LNG CHENIERE ENERGY INC Energy 41,415.0 $9.9M 0.03% NEW $238.98 +16.1%
210 NTRA NATERA INC Healthcare 36,311.0 $9.9M 0.03% NEW $271.57 +22.3%
211 SPG SIMON PPTY GROUP INC NEW Real Estate 43,912.0 $9.9M 0.03% NEW $224.41 -2.7%
212 AEM AGNICO EAGLE MINES LTD Basic Materials 63,401.0 $9.8M 0.03% NEW $155.17 +39.2%
213 Q QNITY ELECTRONICS INC Technology 59,695.0 $9.7M 0.03% NEW $162.84 -20.9%
214 ROST ROSS STORES INC Consumer Cyclical 45,007.0 $9.4M 0.02% NEW $208.83 +14.5%
215 HSY HERSHEY CO Consumer Defensive 53,139.0 $9.4M 0.02% NEW $176.02 +5.9%
216 IEMG ISHARES INC 112,974.0 $9.2M 0.02% NEW $81.78 -0.3%
217 TSEM TOWER SEMICONDUCTOR LTD Technology 35,379.0 $9.2M 0.02% NEW $260.14 -14.4%
218 HOOD ROBINHOOD MKTS INC Financial Services 91,259.0 $9.2M 0.02% NEW $100.45 +7.6%
219 BWA BORGWARNER INC Consumer Cyclical 136,464.0 $9.1M 0.02% NEW $66.40 +2.1%
220 GWW WW GRAINGER INC Industrials 6,504.0 $8.8M 0.02% NEW $1360.48 -3.5%
Page 11 of 34  ·  661 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 38.5%
Financial Services 15.9%
Communication Services 11.4%
Healthcare 11.4%
Industrials 8.0%
Consumer Defensive 4.9%
Consumer Cyclical 4.6%
Energy 2.4%
Basic Materials 1.3%
Utilities 1.3%