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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 27 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ASTS AST SPACEMOBILE INC Technology 1,561.0 $137K NEW $87.83 -21.8%
522 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,176.0 $135K NEW $115.12 +1.2%
523 IUSV ISHARES TR 1,228.0 $135K NEW $110.15 +4.3%
524 TX TERNIUM SA Basic Materials 3,160.0 $135K NEW $42.70 +29.9%
525 TIP ISHARES TR 1,218.0 $134K NEW $109.90 -2.5%
526 EMXC ISHARES INC 1,300.0 $133K NEW $102.30 -4.4%
527 AWR AMER STATES WTR CO Utilities 1,588.0 $131K NEW $82.63 +7.3%
528 CNM CORE & MAIN INC Industrials 2,700.0 $130K NEW $48.25 -7.0%
529 DLR DIGITAL RLTY TR INC Real Estate 720.0 $129K NEW $179.58 +6.1%
530 SBLK STAR BULK CARRIERS CORP. Industrials 5,168.0 $129K NEW $24.97 +22.1%
531 FSLR FIRST SOLAR INC Energy 526.0 $124K NEW $235.96 -9.2%
532 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 7,110.0 $124K NEW $17.41 +14.6%
533 ABEV AMBEV SA Consumer Defensive 38,490.0 $121K NEW $3.14 -8.3%
534 BIDU BAIDU INC Communication Services 1,040.0 $119K NEW $114.29 -18.4%
535 REGCO REGENCY CTRS CORP 1,485.0 $118K NEW $79.74
536 CQQQ INVESCO EXCH TRADED FD TR II 2,000.0 $114K NEW $57.03 -13.4%
537 KLARNA GROUP PLC 5,578.0 $113K NEW $20.24
538 O REALTY INCOME CORP Real Estate 1,778.0 $110K NEW $61.96 +1.0%
539 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 3,236.0 $110K NEW $33.88 +10.2%
540 DUPONT DE NEMOURS INC 780.0 $106K NEW $136.10
Page 27 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%