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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 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHOP SHOPIFY INC Technology 81,398.0 $9.7M 1.74% +5K +6.2% $118.62 -16.0%
22 ADBE ADOBE SYSTEMS INCORPORATED Technology 39,157.0 $9.5M 1.72% +3K +8.6% $243.08 +1.5%
23 BERKSHIRE HATHAWAY INC DEL 12.0 $8.6M 1.55% -2.0 -14.3% $718140.00
24 TOTALENERGIES SE 91,532.0 $8.5M 1.54% NEW $93.38
25 TSCO TRACTOR SUPPLY CO Consumer Cyclical 175,795.0 $8.0M 1.44% +14K +8.6% $45.30 -31.1%
26 AVDV AMERICAN CENTY ETF TR 79,245.0 $7.9M 1.43% NEW $99.86 +8.4%
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 16,038.0 $7.9M 1.42% +911.0 +6.0% $491.53 -10.8%
28 PFE PFIZER INC Healthcare 256,482.0 $7.2M 1.30% +15K +6.3% $28.08 -10.2%
29 GLD SPDR GOLD TRUST Financial Services 16,241.0 $7.0M 1.26% +961.0 +6.3% $430.29 -2.4%
30 AMRIZE LTD 111,475.0 $6.1M 1.09% NEW $54.35
31 NFLX NETFLIX INC Communication Services 60,223.0 $5.8M 1.04% +6K +10.7% $96.15 -9.1%
32 NVDA NVIDIA CORPORATION Technology 31,187.0 $5.4M 0.98% -8K -20.1% $174.40 +30.4%
33 AVEM AMERICAN CENTY ETF TR 64,859.0 $5.2M 0.94% NEW $80.58 +14.7%
34 LOGI LOGITECH INTL S A Technology 57,152.0 $5.2M 0.93% NEW $90.33 +15.4%
35 MO ALTRIA GROUP INC Consumer Defensive 72,671.0 $4.8M 0.86% +4K +5.3% $65.99 +10.5%
36 IBIT ISHARES BITCOIN TR Financial Services 124,241.0 $4.8M 0.86% +34K +37.3% $38.42 +13.7%
37 BERKSHIRE HATHAWAY INC DEL 9,536.0 $4.6M 0.82% -2K -18.5% $479.20
38 CPRT COPART INC Industrials 136,845.0 $4.5M 0.82% -5K -3.8% $33.20 -1.6%
39 VCSH VANGUARD SCOTTSDALE FDS 55,918.0 $4.4M 0.80% +53K +1558.8% $79.27 -0.5%
40 IAU ISHARES GOLD TR Financial Services 49,959.0 $4.4M 0.80% +2K +4.1% $88.16 -2.4%
Page 2 of 6  ·  118 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%