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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4,120.0 $268K 0.05% NEW $65.09 +16.6%
102 GD GENERAL DYNAMICS CORP Industrials 735.0 $252K 0.05% NEW $343.22 -1.3%
103 IXN ISHARES TR 2,508.0 $251K 0.04% $99.97 +30.4%
104 FIX COMFORT SYS USA INC Industrials 175.0 $241K 0.04% -212.0 -54.8% $1378.99 +35.0%
105 MA MASTERCARD INCORPORATED Financial Services 482.0 $241K 0.04% -52.0 -9.7% $499.66 +0.1%
106 AXP AMERICAN EXPRESS CO Financial Services 783.0 $237K 0.04% $302.48 +3.5%
107 LOW LOWES COS INC Consumer Cyclical 1,000.0 $236K 0.04% $236.28 -7.1%
108 CRM SALESFORCE COM INC Technology 1,253.0 $234K 0.04% -584.0 -31.8% $186.67 -4.3%
109 SBRA SABRA HEALTH CARE REIT INC Real Estate 12,000.0 $231K 0.04% $19.23 +9.2%
110 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,200.0 $228K 0.04% $43.82 +9.5%
111 VOO VANGUARD INDEX FDS 372.0 $222K 0.04% NEW $597.55 +13.3%
112 BX BLACKSTONE INC Financial Services 1,875.0 $216K 0.04% -76.0 -3.9% $114.99 +1.8%
113 DDOG DATADOG INC Technology 1,804.0 $213K 0.04% +184.0 +11.4% $118.05 +77.0%
114 CLS CELESTICA INC Technology 751.0 $211K 0.04% $281.61 +20.1%
115 MCK MCKESSON CORP Healthcare 240.0 $208K 0.04% NEW $865.36 -10.5%
116 ABT ABBOTT LABS Healthcare 2,000.0 $205K 0.04% -75.0 -3.6% $102.67 -15.5%
117 IWM ISHARES 808.0 $200K 0.04% NEW $248.00 +11.2%
118 ALC CALL ALCON INC Healthcare 62,300.0 $623.0 NEW $0.01 +654000.0%
Page 6 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%