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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 54 of 74  ·  1,469 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 TER CALL TERADYNE INC Technology 1,000.0 $484K 0.00% NEW $483.84 -22.3%
1062 LFST LIFESTANCE HEALTH GROUP INC Healthcare 45,167.0 $484K 0.00% NEW $10.71 +16.4%
1063 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,857.0 $482K 0.00% NEW $168.54 -9.5%
1064 USFD US FOODS HLDG CORP Consumer Defensive 4,703.0 $481K 0.00% NEW $102.25 +7.2%
1065 AGG ISHARES TR 4,820.0 $477K 0.00% NEW $98.98 -1.6%
1066 HUT 8 CORP 4,126.0 $476K 0.00% NEW $115.39
1067 XBI CALL SPDR SERIES TRUST 3,000.0 $475K 0.00% NEW $158.25 +4.7%
1068 EWN ISHARES INC 6,736.0 $474K 0.00% NEW $70.34 -1.3%
1069 AGX ARGAN INC Industrials 589.0 $470K 0.00% NEW $798.55 -37.2%
1070 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 6,038.0 $470K 0.00% NEW $77.87 -8.1%
1071 SMCI CALL SUPER MICRO COMPUTER INC Technology 16,000.0 $469K 0.00% NEW $29.33 +27.0%
1072 GFS GLOBALFOUNDRIES INC Technology 5,614.0 $463K 0.00% NEW $82.41 -41.7%
1073 CHEF CHEFS WHSE INC Consumer Defensive 4,808.0 $462K 0.00% NEW $96.10 +15.1%
1074 Z ZILLOW GROUP INC Communication Services 14,630.0 $461K 0.00% NEW $31.52 +13.8%
1075 GWRE GUIDEWIRE SOFTWARE INC Technology 3,745.0 $461K 0.00% NEW $123.05 +53.8%
1076 ABVX ABIVAX SA Healthcare 3,448.0 $459K 0.00% NEW $133.26 -13.7%
1077 SPOT CALL SPOTIFY TECHNOLOGY S A Communication Services 1,000.0 $459K 0.00% NEW $459.13 +16.2%
1078 LMT CALL LOCKHEED MARTIN CORP Industrials 900.0 $459K 0.00% NEW $509.46 +10.6%
1079 FXI CALL ISHARES TR 14,500.0 $458K 0.00% NEW $31.59 +13.5%
1080 CORZ CORE SCIENTIFIC INC NEW Technology 17,883.0 $458K 0.00% NEW $25.59 -30.4%
Page 54 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%