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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 116,012.0 $33.4M 6.02% -6K -5.0% $287.56 +39.5%
2 AAPL APPLE INC Technology 112,489.0 $28.5M 5.15% -2K -2.1% $253.79 +18.3%
3 AMD ADVANCED MICRO DEVICES INC Technology 124,490.0 $25.3M 4.57% -5K -4.0% $203.43 +108.5%
4 WMT WALMART INC Consumer Defensive 162,555.0 $20.2M 3.65% -6K -3.6% $124.28 +6.6%
5 AMZN AMAZON COM INC Consumer Cyclical 59,892.0 $12.5M 2.25% -2K -2.9% $208.27 +26.8%
6 SPGI S&P GLOBAL INC Financial Services 26,716.0 $11.4M 2.05% -2K -5.6% $425.34 -5.0%
7 BERKSHIRE HATHAWAY INC DEL 12.0 $8.6M 1.55% -2.0 -14.3% $718140.00
8 NVDA NVIDIA CORPORATION Technology 31,187.0 $5.4M 0.98% -8K -20.1% $174.40 +35.2%
9 BERKSHIRE HATHAWAY INC DEL 9,536.0 $4.6M 0.82% -2K -18.5% $479.20
10 CPRT COPART INC Industrials 136,845.0 $4.5M 0.82% -5K -3.8% $33.20 -1.7%
11 JNJ JOHNSON & JOHNSON Healthcare 11,472.0 $2.8M 0.51% -4K -24.5% $244.44 -5.6%
12 ISRG INTUITIVE SURGICAL INC Healthcare 5,439.0 $2.5M 0.45% -73.0 -1.3% $460.99 -7.1%
13 GOOG ALPHABET INC Communication Services 8,203.0 $2.4M 0.42% -2K -23.1% $286.86 +38.5%
14 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,195.0 $2.3M 0.41% -2K -14.2% $203.18 +5.6%
15 KO COCA COLA CO Consumer Defensive 29,420.0 $2.2M 0.40% -9K -22.9% $76.05 +5.8%
16 AMAT APPLIED MATLS INC Technology 4,533.0 $1.5M 0.28% -302.0 -6.2% $341.79 +27.7%
17 DUK DUKE ENERGY CORP NEW Utilities 11,553.0 $1.5M 0.27% -433.0 -3.6% $130.94 -5.1%
18 LIBERTY MEDIA CORP DEL 17,575.0 $1.5M 0.27% -150.0 -0.8% $85.02
19 VCIT VANGUARD SCOTTSDALE FDS 17,321.0 $1.4M 0.26% -2K -11.7% $82.75 -0.9%
20 ZM ZOOM VIDEO COMMUNICATIONS IN Technology 15,972.0 $1.3M 0.23% -6K -28.1% $80.39 +22.2%
Page 1 of 3  ·  44 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%