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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 38 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 TRIP TRIPADVISOR INC Consumer Cyclical 93,376.0 $1.3M 0.00% NEW $13.71 -27.1%
742 O REALTY INCOME CORP Real Estate 20,568.0 $1.3M 0.00% NEW $61.96 +1.0%
743 WISE GROUP PLC 106,160.0 $1.3M 0.00% NEW $11.99
744 SNOW CALL SNOWFLAKE INC Technology 5,000.0 $1.3M 0.00% NEW $254.50 +30.8%
745 ALGM ALLEGRO MICROSYSTEMS INC Technology 18,267.0 $1.3M 0.00% NEW $69.62 -46.6%
746 LASR NLIGHT INC Technology 18,258.0 $1.3M 0.00% NEW $69.62 -31.9%
747 JNJ CALL JOHNSON & JOHNSON Healthcare 5,000.0 $1.3M 0.00% NEW $253.97 +6.4%
748 HQY HEALTHEQUITY INC Healthcare 13,983.0 $1.3M 0.00% NEW $90.32 +16.7%
749 SPG SIMON PPTY GROUP INC NEW Real Estate 5,645.0 $1.3M 0.00% NEW $223.65 -2.4%
750 BLBD BLUE BIRD CORP Consumer Cyclical 15,980.0 $1.3M 0.00% NEW $78.96 -21.6%
751 IJR ISHARES TR 8,500.0 $1.3M 0.00% NEW $148.31 -0.7%
752 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,620.0 $1.3M 0.00% NEW $92.09 -3.2%
753 RTX CALL RTX CORPORATION Industrials 6,600.0 $1.3M 0.00% NEW $189.73 +10.6%
754 EWY CALL ISHARES INC 6,200.0 $1.3M 0.00% NEW $201.90 -11.7%
755 UNH PUT UNITEDHEALTH GROUP INC Healthcare 3,000.0 $1.2M 0.00% NEW $415.63 -6.1%
756 VALE VALE S A Basic Materials 82,509.0 $1.2M 0.00% NEW $15.04 -3.0%
757 TDY TELEDYNE TECHNOLOGIES INC Technology 1,858.0 $1.2M 0.00% NEW $666.90 -4.6%
758 CBRE CBRE GROUP INC Real Estate 9,157.0 $1.2M 0.00% NEW $134.69 +12.9%
759 IXC ISHARES TR 25,000.0 $1.2M 0.00% NEW $49.13 +19.0%
760 TROW PRICE T ROWE GROUP INC Financial Services 10,793.0 $1.2M 0.00% NEW $113.69 -1.9%
Page 38 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%