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Portfolio (Quarterly) Guide ↗

Bellecapital International Ltd.

· CIK 0001600152
13F Portfolio $625M AUM 123 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 44 New 25 Added 33 Reduced
Page 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMAT APPLIED MATLS INC Technology 4,413.0 $3.2M 0.51% -172.0 -3.8% $723.00 -31.9%
42 JNJ JOHNSON & JOHNSON Healthcare 11,680.0 $3.0M 0.47% -4K -23.5% $253.97 +6.4%
43 UBS UBS GROUP AG Financial Services 51,154.0 $2.5M 0.41% NEW $49.54 +7.6%
44 ISRG INTUITIVE SURGICAL INC Healthcare 6,260.0 $2.5M 0.40% +742.0 +13.4% $397.68 -4.7%
45 KO COCA COLA CO Consumer Defensive 29,274.0 $2.4M 0.38% -12K -28.2% $81.27 +12.1%
46 MCD MCDONALDS CORP Consumer Cyclical 6,824.0 $1.8M 0.29% +628.0 +10.1% $270.31 +0.2%
47 LIBERTY MEDIA CORP DEL 17,575.0 $1.7M 0.27% -150.0 -0.8% $95.14
48 PSX PHILLIPS 66 Energy 9,091.0 $1.5M 0.25% -298.0 -3.2% $169.05 +43.7%
49 HYS PIMCO ETF TR 15,959.0 $1.5M 0.24% $93.52 -0.7%
50 DUK DUKE ENERGY CORP NEW Utilities 11,553.0 $1.5M 0.23% -240.0 -2.0% $126.58 -5.3%
51 VCIT VANGUARD SCOTTSDALE FDS 17,321.0 $1.4M 0.23% $82.65 -1.9%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 6,819.0 $1.2M 0.20% -2K -24.1% $180.91 +4.0%
53 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 34,658.0 $1.2M 0.19% NEW $33.88 +10.2%
54 ZM ZOOM COMMUNICATIONS INC Technology 13,457.0 $1.2M 0.19% -4K -23.1% $86.31 +24.5%
55 LQD ISHARES TR 9,173.0 $1.0M 0.16% $109.07 -2.9%
56 XSMO INVESCO EXCHANGE TRADED FD T 9,545.0 $894K 0.14% $93.63 -8.1%
57 XMMO INVESCO EXCHANGE TRADED FD T 5,250.0 $893K 0.14% +89.0 +1.7% $170.14 -7.7%
58 XLK SELECT SECTOR SPDR TR 4,459.0 $850K 0.14% $190.52 -3.8%
59 AVGO BROADCOM INC Technology 2,198.0 $830K 0.13% -1K -31.8% $377.75 -2.5%
60 PFF ISHARES TR 27,000.0 $823K 0.13% $30.49 -0.1%
Page 3 of 7  ·  123 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 38.5%
Communication Services 12.1%
Consumer Cyclical 11.9%
Healthcare 10.2%
Financial Services 10.2%
Industrials 8.2%
Consumer Defensive 8.0%
Energy 0.5%
Utilities 0.3%
Basic Materials 0.1%