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Portfolio (Quarterly) Guide ↗

Mirabaud & Cie SA

· CIK 0001869685
13F Portfolio $249M AUM 53 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 5 Added 26 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ABBV ABBVIE INC Healthcare 8,766.0 $2.2M 0.89% +176.0 +2.0% $251.64 +1.9%
2 BERKSHIRE HATHAWAY INC DEL 3,560.0 $1.8M 0.71% +55.0 +1.6% $500.39
3 NFLX NETFLIX INC. Communication Services 24,946.0 $1.8M 0.71% +795.0 +3.3% $71.40 +9.6%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,995.0 $1.5M 0.60% +368.0 +22.6% $746.52 +3.2%
5 UBER UBER TECHNOLOGIES INC Technology 6,961.0 $502K 0.20% +2K +54.7% $72.16 +5.0%

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 64.2%
Communication Services 8.6%
Financial Services 8.2%
Consumer Cyclical 8.1%
Healthcare 4.5%
Consumer Defensive 2.4%
Energy 1.8%
Basic Materials 0.9%
Industrials 0.8%
Utilities 0.5%