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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 3 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ JOHNSON & JOHNSON Healthcare 11,472.0 $2.8M 0.51% -4K -24.5% $244.44 -7.3%
42 ISRG INTUITIVE SURGICAL INC Healthcare 5,439.0 $2.5M 0.45% -73.0 -1.3% $460.99 -8.6%
43 GOOG ALPHABET INC Communication Services 8,203.0 $2.4M 0.42% -2K -23.1% $286.86 +37.1%
44 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,195.0 $2.3M 0.41% -2K -14.2% $203.18 +9.7%
45 KO COCA COLA CO Consumer Defensive 29,420.0 $2.2M 0.40% -9K -22.9% $76.05 +6.3%
46 UBS UBS GROUP AG Financial Services 56,150.0 $2.2M 0.39% NEW $38.36 +18.7%
47 MCD MCDONALDS CORP Consumer Cyclical 6,056.0 $1.9M 0.34% +150.0 +2.5% $310.79 -11.1%
48 LLY ELI LILLY & CO Healthcare 1,739.0 $1.6M 0.29% +13.0 +0.8% $919.77 +9.5%
49 PSX PHILLIPS 66 Energy 8,680.0 $1.6M 0.28% +1K +15.2% $182.18 -3.3%
50 AMAT APPLIED MATLS INC Technology 4,533.0 $1.5M 0.28% -302.0 -6.2% $341.79 +21.0%
51 DUK DUKE ENERGY CORP NEW Utilities 11,553.0 $1.5M 0.27% -433.0 -3.6% $130.94 -7.6%
52 LIBERTY MEDIA CORP DEL 17,575.0 $1.5M 0.27% -150.0 -0.8% $85.02
53 HYS PIMCO ETF TR 15,959.0 $1.5M 0.27% $93.27 -0.4%
54 VCIT VANGUARD SCOTTSDALE FDS 17,321.0 $1.4M 0.26% -2K -11.7% $82.75 -1.0%
55 ZM ZOOM VIDEO COMMUNICATIONS IN Technology 15,972.0 $1.3M 0.23% -6K -28.1% $80.39 +24.6%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 6,819.0 $1.1M 0.20% -2K -24.1% $165.34 +14.7%
57 MEAR ISHARES U S ETF TR 19,908.0 $1.0M 0.18% $50.34 -0.2%
58 LQD ISHARES TR 9,173.0 $1000K 0.18% $108.99 -1.3%
59 AVGO BROADCOM INC Technology 3,224.0 $998K 0.18% -324.0 -9.1% $309.51 +35.9%
60 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,525.0 $846K 0.15% $153.10 -22.2%
Page 3 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%