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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 21 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ATO ATMOS ENERGY CORP Utilities 5,700.0 $992K 0.00% NEW $174.05 -4.1%
402 YUMC YUM CHINA HLDGS INC Consumer Cyclical 24,175.0 $989K 0.00% NEW $40.93 +21.0%
403 AXP AMERICAN EXPRESS CO Financial Services 2,846.0 $963K 0.00% NEW $338.33 -0.7%
404 STXS STEREOTAXIS INC Healthcare 540,530.0 $930K 0.00% NEW $1.72 -17.4%
405 MO ALTRIA GROUP INC Consumer Defensive 12,809.0 $923K 0.00% NEW $72.06 -8.3%
406 SLV ISHARES SILVER TR Financial Services 17,476.0 $923K 0.00% NEW $52.79 +18.8%
407 ASML ASML HLDG NV Technology 458.0 $911K 0.00% NEW $1989.43 -11.3%
408 TDG TRANSDIGM GROUP INC Industrials 668.0 $890K 0.00% NEW $1332.04 -9.9%
409 BGRN ISHARES TR 18,700.0 $888K 0.00% NEW $47.47 -1.2%
410 ALAB ASTERA LABS INC Technology 1,854.0 $879K 0.00% NEW $473.91 -39.9%
411 PPLT ABRDN PLATINUM ETF TRUST Financial Services 61,383.0 $877K 0.00% NEW $14.29 +19.1%
412 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 45,390.0 $862K 0.00% NEW $19.00 -28.2%
413 BSX BOSTON SCIENTIFIC CORP Healthcare 19,650.0 $840K 0.00% NEW $42.77 +17.8%
414 DSGX DESCARTES SYS GROUP INC Technology 11,839.0 $820K 0.00% NEW $69.27 +12.9%
415 SPDR SERIES TRUST 26,131.0 $816K 0.00% NEW $31.22
416 CARR CARRIER GLOBAL CORPORATION Industrials 10,965.0 $805K 0.00% NEW $73.41 -17.8%
417 VLO VALERO ENERGY CORP Energy 3,020.0 $804K 0.00% NEW $266.32 +31.0%
418 FOXA FOX CORP Communication Services 15,892.0 $801K 0.00% NEW $50.39 +36.0%
419 DVN DEVON ENERGY CORP NEW Energy 18,136.0 $762K 0.00% NEW $41.99 +16.9%
420 ALL ALLSTATE CORP Financial Services 3,147.0 $760K 0.00% NEW $241.38 +5.2%
Page 21 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%