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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QCOM QUALCOMM INC Technology 3,361.0 $433K 0.08% +339.0 +11.2% $128.78 +56.5%
82 VRT VERTIV HOLDINGS CO Industrials 1,649.0 $413K 0.07% -1K -46.0% $250.58 +48.0%
83 JPM JPMORGAN CHASE & CO Financial Services 1,376.0 $405K 0.07% -31.0 -2.2% $294.16 +1.2%
84 CVX CHEVRON CORPORATION Energy 1,875.0 $388K 0.07% $206.90 -7.6%
85 IJH ISHARES TR 5,650.0 $382K 0.07% NEW $67.53 +6.8%
86 FCX FREEPORT-MCMORAN INC Basic Materials 6,426.0 $378K 0.07% -2K -20.7% $58.78 +7.2%
87 V Visa INC Financial Services 1,155.0 $349K 0.06% -126.0 -9.8% $302.24 +7.8%
88 MRK MERCK & CO INC Healthcare 2,871.0 $345K 0.06% -153.0 -5.1% $120.29 -7.4%
89 PYPL PAYPAL HLDGS INC Financial Services 7,591.0 $343K 0.06% -7K -46.4% $45.23 -1.8%
90 CMB.TECH NV 26,185.0 $331K 0.06% NEW $12.63
91 STRL STERLING INFRASTRUCTURE INC Industrials 786.0 $320K 0.06% NEW $407.27 +108.4%
92 GILD GILEAD SCIENCES INC Healthcare 2,278.0 $317K 0.06% $139.37 -7.0%
93 IBM INTERNATIONAL BUSINESS MACHS Technology 1,223.0 $296K 0.05% -2K -58.1% $242.39 -9.5%
94 HD HOME DEPOT INC Consumer Cyclical 893.0 $294K 0.05% -1K -53.6% $328.89 -9.5%
95 ECL ECOLAB INC Basic Materials 1,100.0 $293K 0.05% $266.02 -6.9%
96 PAGS PAGSEGURO DIGITAL LTD Technology 28,950.0 $290K 0.05% -78K -73.0% $10.02 -11.6%
97 SO SOUTHERN CO Utilities 3,000.0 $290K 0.05% $96.52 -4.1%
98 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,285.0 $287K 0.05% $125.46 +6.2%
99 JAAA JANUS DETROIT STR TR 5,373.0 $271K 0.05% NEW $50.37 +0.6%
100 TIDAL TR II 15,367.0 $270K 0.05% -3K -14.1% $17.58
Page 5 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%