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Portfolio (Quarterly) Guide ↗

Bellecapital International Ltd.

· CIK 0001600152
13F Portfolio $554.3B AUM 118 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 31 Added 44 Reduced 34 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RACE FERRARI N V Consumer Cyclical 35,936.0 $12.0M 2.16% NEW $333.53 -0.4%
2 TOTALENERGIES SE 91,532.0 $8.5M 1.54% NEW $93.38
3 AVDV AMERICAN CENTY ETF TR 79,245.0 $7.9M 1.43% NEW $99.86 +8.0%
4 AMRIZE LTD 111,475.0 $6.1M 1.09% NEW $54.35
5 AVEM AMERICAN CENTY ETF TR 64,859.0 $5.2M 0.94% NEW $80.58 +14.0%
6 LOGI LOGITECH INTL S A Technology 57,152.0 $5.2M 0.93% NEW $90.33 +11.8%
7 UBS UBS GROUP AG Financial Services 56,150.0 $2.2M 0.39% NEW $38.36 +20.8%
8 XMMO INVESCO EXCHANGE TRADED FD T 5,161.0 $748K 0.14% NEW $145.02 +13.0%
9 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,559.0 $728K 0.13% NEW $131.01 +6.3%
10 XSMO INVESCO EXCHANGE TRADED FD T 9,545.0 $726K 0.13% NEW $76.02 +11.5%
11 AZN ASTRAZENECA PLC Healthcare 2,561.0 $497K 0.09% NEW $194.14 -6.5%
12 DBMF LITMAN GREGORY FDS TR 14,966.0 $451K 0.08% NEW $30.15 +3.6%
13 DSGX DESCARTES SYS GROUP INC Technology 6,202.0 $444K 0.08% NEW $71.56 -6.0%
14 IJH ISHARES TR 5,650.0 $382K 0.07% NEW $67.53 +6.9%
15 CMB.TECH NV 26,185.0 $331K 0.06% NEW $12.63
16 STRL STERLING INFRASTRUCTURE INC Industrials 786.0 $320K 0.06% NEW $407.27 +118.3%
17 JAAA JANUS DETROIT STR TR 5,373.0 $271K 0.05% NEW $50.37 +0.5%
18 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4,120.0 $268K 0.05% NEW $65.09 +22.1%
19 GD GENERAL DYNAMICS CORP Industrials 735.0 $252K 0.05% NEW $343.22 -0.8%
20 VOO VANGUARD INDEX FDS 372.0 $222K 0.04% NEW $597.55 +13.7%
Page 1 of 2  ·  23 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 36.9%
Consumer Cyclical 13.4%
Healthcare 11.5%
Communication Services 11.4%
Consumer Defensive 9.6%
Financial Services 9.3%
Industrials 6.7%
Energy 0.5%
Utilities 0.4%
Basic Materials 0.3%