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Portfolio (Quarterly) Guide ↗

Union Bancaire Privee, UBP SA

· CIK 0001716607
13F Portfolio $9.2B AUM 491 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 76 New 155 Added 185 Reduced 88 Exited
Page 17 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCI SERVICE CORP INTL Consumer Cyclical 9,290.0 $704K 0.01% -5K -34.3% $75.78 +11.2%
322 SLV ISHARES SILVER TR Financial Services 13,554.0 $704K 0.01% -143K -91.3% $51.94 +20.3%
323 CNM CORE & MAIN INC Industrials 14,065.0 $691K 0.01% -2K -14.9% $49.14 -9.9%
324 MTD METTLER TOLEDO INTERNATIONAL Healthcare 546.0 $690K 0.01% +125.0 +29.7% $1263.75 +10.8%
325 XLF SELECT SECTOR SPDR TR 12,858.0 $689K 0.01% $53.56 +8.8%
326 NCL CORP LTD 785,000.0 $682K 0.01% $0.87
327 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 7,895.0 $679K 0.01% -5K -39.0% $85.95 -13.3%
328 LII LENNOX INTL INC Industrials 1,368.0 $678K 0.01% NEW $495.95 -21.6%
329 IXC ISHARES TR 13,497.0 $648K 0.01% $48.03 +19.4%
330 GM GENERAL MTRS CO Consumer Cyclical 8,775.0 $627K 0.01% -2K -16.1% $71.51 +20.8%
331 LASR NLIGHT INC Technology 7,018.0 $609K 0.01% NEW $86.74 -50.2%
332 CDW CDW CORP Technology 4,565.0 $609K 0.01% NEW $133.30 +6.1%
333 HACK AMPLIFY ETF TR 5,681.0 $582K 0.01% $102.53 +4.9%
334 MP MP MATERIALS CORP Basic Materials 11,968.0 $581K 0.01% +7K +132.7% $48.58 +22.6%
335 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,930.0 $579K 0.01% -7K -55.7% $97.64 -50.2%
336 TSCO TRACTOR SUPPLY CO Consumer Cyclical 18,463.0 $576K 0.01% +2K +11.8% $31.21 +14.2%
337 MANH MANHATTAN ASSOCIATES INC Technology 4,045.0 $558K 0.01% -60.0 -1.5% $137.85 +54.2%
338 EWA ISHARES INC 19,800.0 $556K 0.01% +2K +10.9% $28.10 +8.2%
339 MELI MERCADOLIBRE INC Consumer Cyclical 330.0 $554K 0.01% -8K -96.1% $1678.95 +18.8%
340 PCTY PAYLOCITY HLDG CORP Technology 5,201.0 $553K 0.01% -2K -31.1% $106.35 +44.0%
Page 17 of 25  ·  491 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 51.2%
Financial Services 11.4%
Communication Services 7.8%
Industrials 7.6%
Healthcare 6.1%
Consumer Cyclical 5.9%
Consumer Defensive 3.3%
Utilities 2.6%
Energy 2.1%
Real Estate 1.0%