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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
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,018.0 $885K 0.35% -2K -39.9% $293.18 +2.8%
22 ECL ECOLAB INC Basic Materials 2,792.0 $778K 0.31% -2K -41.7% $278.61 +0.2%
23 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,590.0 $736K 0.29% -4K -44.6% $131.58 +6.9%
24 CEG CONSTELLATION ENERGY CORP Utilities 1,109.0 $275K 0.11% -500.0 -31.1% $248.37 +20.4%
25 KO COCA COLA CO Consumer Defensive 3,093.0 $251K 0.10% -230.0 -6.9% $81.27 +8.4%
26 SPGI S&P GLOBAL INC Financial Services 500.0 $204K 0.08% -251.0 -33.4% $407.26 +8.9%
Page 2 of 2  ·  26 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 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%