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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 23 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BSV VANGUARD BD INDEX FDS 6,900.0 $538K 0.00% NEW $77.91 -0.4%
442 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,126.0 $508K 0.00% NEW $123.19 +30.9%
443 TROW PRICE T ROWE GROUP INC Financial Services 4,400.0 $502K 0.00% NEW $114.08 -2.3%
444 RMBS RAMBUS INC DEL Technology 3,860.0 $501K 0.00% NEW $129.78 -29.7%
445 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 12,838.0 $498K 0.00% NEW $38.76 +59.6%
446 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,900.0 $485K 0.00% NEW $255.38 +25.9%
447 SNPS SYNOPSYS INC Technology 1,077.0 $481K 0.00% NEW $446.42 -10.9%
448 XLV SELECT SECTOR SPDR TR 3,000.0 $476K 0.00% NEW $158.66 +10.1%
449 QQQI NEOS ETF TRUST 8,300.0 $471K 0.00% NEW $56.79 -4.5%
450 TD TORONTO DOMINION BK ONT Financial Services 3,877.0 $471K 0.00% NEW $121.54 -3.6%
451 VKTX VIKING THERAPEUTICS INC Healthcare 12,000.0 $468K 0.00% NEW $39.01 -13.1%
452 JEPQ J P MORGAN EXCHANGE TRADED F 7,600.0 $467K 0.00% NEW $61.46 -2.6%
453 QYLD GLOBAL X FDS 25,000.0 $461K 0.00% NEW $18.43 -0.6%
454 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 35,000.0 $456K 0.00% NEW $13.02 +6.8%
455 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 14,850.0 $450K 0.00% NEW $30.31 +15.5%
456 REGN REGENERON PHARMACEUTICALS Healthcare 718.0 $449K 0.00% NEW $624.88 +33.5%
457 UPS UNITED PARCEL SVCS INC Industrials 4,153.0 $448K 0.00% NEW $107.86 -5.4%
458 XLB SELECT SECTOR SPDR TR 8,800.0 $447K 0.00% NEW $50.83 +5.3%
459 VNM VANECK ETF TRUST 22,196.0 $410K 0.00% NEW $18.45 -3.1%
460 WMB WILLIAMS COS INC Energy 5,400.0 $401K 0.00% NEW $74.34 -5.2%
Page 23 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%