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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 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4,120.0 $308K 0.05% NEW $74.81 +2.8%
82 GD GENERAL DYNAMICS CORP Industrials 867.0 $307K 0.05% +132.0 +18.0% $354.24 +8.5%
83 ECL ECOLAB INC Basic Materials 1,100.0 $306K 0.05% $278.61 +1.1%
84 SO SOUTHERN CO Utilities 3,000.0 $287K 0.05% $95.71 -7.1%
85 IMCV ISHARES TR 2,980.0 $272K 0.04% NEW $91.38 +7.5%
86 ALK ALASKA AIR GROUP INC Industrials 5,200.0 $271K 0.04% NEW $52.20 -22.6%
87 APA APA CORPORATION Energy 8,310.0 $271K 0.04% NEW $32.57 +33.2%
88 AXP AMERICAN EXPRESS CO Financial Services 783.0 $265K 0.04% $338.25 -0.7%
89 EDIV SPDR INDEX SHS FDS 6,200.0 $254K 0.04% NEW $40.96 +2.9%
90 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,200.0 $248K 0.04% $47.68 -2.2%
91 PAGS PAGSEGURO DIGITAL LTD Technology 26,887.0 $243K 0.04% -2K -7.1% $9.05 -4.8%
92 SBRA SABRA HEALTH CARE REIT INC Real Estate 12,000.0 $234K 0.04% $19.51 +4.5%
93 GXC SPDR INDEX SHS FDS 2,690.0 $233K 0.04% NEW $86.52 +5.8%
94 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,365.0 $227K 0.04% +80.0 +3.5% $95.98 +24.3%
95 JAAA JANUS DETROIT STR TR 4,454.0 $225K 0.04% -919.0 -17.1% $50.49 +0.4%
96 SBUX STARBUCKS CORP Consumer Cyclical 2,117.0 $216K 0.04% -5K -71.6% $102.19 +4.8%
97 ARKG ARK ETF TR 5,031.0 $212K 0.03% NEW $42.06 +17.6%
98 SJNK SPDR SERIES TRUST 8,217.0 $206K 0.03% NEW $25.03 -0.6%
99 OXY OCCIDENTAL PETE CORP Energy 3,940.0 $191K 0.03% NEW $48.57 +26.2%
100 COINSHARES PLC 46,364.0 $175K 0.03% NEW $3.77
Page 5 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%