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Portfolio (Quarterly) Guide ↗

Bellecapital International Ltd.

· CIK 0001600152
13F Portfolio $563M AUM 129 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ZM ZOOM VIDEO COMMUNICATIONS IN Technology 22,211.0 $1.9M 0.34% NEW $86.29 +12.9%
42 LLY LILLY ELI & CO Healthcare 1,726.0 $1.9M 0.33% NEW $1074.68 -5.8%
43 TSLA TESLA MTRS INC Consumer Cyclical 4,120.0 $1.9M 0.33% NEW $449.72 -10.7%
44 MCD MCDONALDS CORP Consumer Cyclical 5,906.0 $1.8M 0.32% NEW $305.63 -7.4%
45 HYG ISHARES TR 21,659.0 $1.7M 0.31% NEW $80.63 -1.6%
46 LIBERTY MEDIA CORP DEL 17,725.0 $1.7M 0.31% NEW $98.51
47 VCIT VANGUARD SCOTTSDALE FDS 19,624.0 $1.6M 0.29% NEW $83.75 -2.6%
48 HYS PIMCO ETF TR 15,995.0 $1.5M 0.27% NEW $94.82 -2.1%
49 PM PHILIP MORRIS INTL INC Consumer Defensive 8,984.0 $1.4M 0.26% NEW $160.40 +20.2%
50 DUK DUKE ENERGY CORP NEW Utilities 11,986.0 $1.4M 0.25% NEW $117.21 +6.1%
51 MSTR MICROSTRATEGY INC Technology 9,045.0 $1.4M 0.24% NEW $151.95 +9.9%
52 AMAT APPLIED MATLS INC Technology 4,835.0 $1.2M 0.22% NEW $256.99 +59.2%
53 AVGO BROADCOM INC Technology 3,548.0 $1.2M 0.22% NEW $346.10 +19.3%
54 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,525.0 $1.1M 0.20% NEW $207.81 -42.5%
55 BLACKLINE INC 1,147,000.0 $1.1M 0.20% NEW $0.99
56 PG PROCTER & GAMBLE CO Consumer Defensive 7,783.0 $1.1M 0.20% NEW $143.31 -1.0%
57 PAGS PAGSEGURO DIGITAL LTD Technology 107,179.0 $1.0M 0.18% NEW $9.64 -5.9%
58 LQD ISHARES TR 9,173.0 $1.0M 0.18% NEW $110.19 -2.7%
59 MEAR ISHARES U S ETF TR 19,908.0 $1.0M 0.18% NEW $50.32 -0.3%
60 SBUX STARBUCKS CORP Consumer Cyclical 11,693.0 $985K 0.17% NEW $84.21 +27.6%
Page 3 of 7  ·  129 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 37.2%
Consumer Cyclical 16.6%
Healthcare 11.7%
Communication Services 11.6%
Consumer Defensive 8.1%
Industrials 7.4%
Financial Services 6.3%
Energy 0.4%
Utilities 0.4%
Basic Materials 0.1%