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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYG ISHARES TR 9,631.0 $770K 0.12% -372.0 -3.7% $79.97 -0.5%
62 PG PROCTER & GAMBLE CO Consumer Defensive 4,592.0 $673K 0.11% -3K -35.8% $146.64 -1.3%
63 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,525.0 $631K 0.10% $114.18 +6.0%
64 TFPN TIDAL TRUST II 19,965.0 $629K 0.10% +2K +13.1% $31.51 -4.5%
65 CMB.TECH NV 43,711.0 $619K 0.10% NEW $14.15
66 ORCL ORACLE CORP Technology 3,964.0 $581K 0.09% -1K -23.7% $146.55 -0.1%
67 XOM EXXON MOBIL CORP Energy 3,730.0 $510K 0.08% -2K -35.7% $136.72 +20.8%
68 DBMF LITMAN GREGORY FDS TR 16,291.0 $499K 0.08% +313.0 +2.0% $30.61 +2.5%
69 JPM JPMORGAN CHASE & CO Financial Services 1,459.0 $478K 0.08% +52.0 +3.7% $327.33 +7.4%
70 IGIB ISHARES TR 8,936.0 $475K 0.08% -863.0 -8.8% $53.17 -1.9%
71 IUSV ISHARES TR 4,291.0 $473K 0.08% $110.15 +4.3%
72 AZN ASTRAZENECA PLC Healthcare 2,387.0 $446K 0.07% NEW $186.84 -11.2%
73 IJH ISHARES TR 5,650.0 $436K 0.07% -400.0 -6.6% $77.11 -0.4%
74 V VISA INC Financial Services 1,155.0 $396K 0.06% $343.09 +8.1%
75 IXN ISHARES TR 2,508.0 $362K 0.06% $144.48 -3.5%
76 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,094.0 $348K 0.06% NEW $112.32 +40.5%
77 SIRI SIRIUSXM HOLDINGS INC Communication Services 11,443.0 $338K 0.05% NEW $29.54 -2.9%
78 HD HOME DEPOT INC Consumer Cyclical 941.0 $332K 0.05% $352.68 -4.8%
79 DSGX DESCARTES SYS GROUP INC Technology 4,672.0 $323K 0.05% NEW $69.24 +13.0%
80 TIDAL TRUST II 17,138.0 $317K 0.05% +2K +11.5% $18.48
Page 4 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%