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Portfolio (Quarterly) Guide ↗

Vontobel Holding Ltd.

· CIK 0001588340
13F Portfolio $31.4B AUM 3,315 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1469 New
Page 36 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FAST FASTENAL CO Industrials 30,758.0 $1.5M 0.01% NEW $48.03 +6.7%
702 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,814.0 $1.5M 0.01% NEW $216.60 -4.7%
703 RUN SUNRUN INC Energy 110,216.0 $1.5M 0.01% NEW $13.38 -31.5%
704 GDXJ CALL VANECK ETF TRUST 15,000.0 $1.5M 0.01% NEW $98.25 +35.0%
705 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 3,873.0 $1.5M 0.01% NEW $380.37 -29.9%
706 AMAT PUT APPLIED MATLS INC Technology 2,000.0 $1.4M 0.01% NEW $723.00 -31.9%
707 BX BLACKSTONE INC Financial Services 12,282.0 $1.4M 0.01% NEW $117.67 +21.8%
708 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 76,990.0 $1.4M 0.01% NEW $18.57 -26.5%
709 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 28,400.0 $1.4M 0.01% NEW $49.86 +14.7%
710 OKLO CALL OKLO INC Utilities 27,000.0 $1.4M 0.00% NEW $52.33 -19.6%
711 FORM FORMFACTOR INC Technology 8,806.0 $1.4M 0.00% NEW $159.93 -28.6%
712 BOXX EA SERIES TRUST 12,000.0 $1.4M 0.00% NEW $117.09 +0.7%
713 DASH DOORDASH INC Communication Services 7,559.0 $1.4M 0.00% NEW $184.53 +21.1%
714 INDA CALL ISHARES TR 27,900.0 $1.4M 0.00% NEW $49.39 +0.5%
715 EXPAND ENERGY CORPORATION 15,076.0 $1.4M 0.00% NEW $91.19
716 KT KT CORP Communication Services 79,445.0 $1.4M 0.00% NEW $17.28 +9.4%
717 CHRONOSCALE CORP 61,652.0 $1.4M 0.00% NEW $22.22
718 ON ON SEMICONDUCTOR CORP Technology 14,474.0 $1.4M 0.00% NEW $94.54 -21.5%
719 OXY OCCIDENTAL PETE CORP Energy 28,049.0 $1.4M 0.00% NEW $48.57 +26.2%
720 OXY CALL OCCIDENTAL PETE CORP Energy 28,000.0 $1.4M 0.00% NEW $48.57 +26.2%
Page 36 of 74  ·  1,469 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 34.2%
Industrials 15.9%
Financial Services 13.1%
Healthcare 8.7%
Consumer Cyclical 8.1%
Communication Services 6.0%
Consumer Defensive 3.9%
Basic Materials 3.8%
Energy 3.2%
Utilities 1.6%