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Portfolio (Quarterly) Guide ↗

Mirabaud & Cie SA

· CIK 0001869685
13F Portfolio $310M AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 57 New
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOL ETFS GOLD TR Financial Services 57,964.0 $2.4M 0.77% NEW $41.07 -7.9%
22 SOXX ISHARES TR 7,500.0 $2.3M 0.73% NEW $301.15 +101.2%
23 DIS DISNEY WALT CO Communication Services 18,300.0 $2.1M 0.67% NEW $113.77 -9.0%
24 CSCO CISCO SYS INC Technology 22,534.0 $1.7M 0.56% NEW $77.03 +57.3%
25 AME AMETEK INC Industrials 8,300.0 $1.7M 0.55% NEW $205.31 +14.0%
26 QCOM QUALCOMM INC Technology 9,460.0 $1.6M 0.52% NEW $171.05 +18.7%
27 MRNA MODERNA INC Healthcare 50,426.0 $1.5M 0.48% NEW $29.49 +107.3%
28 UBER UBER TECHNOLOGIES INC Technology 16,900.0 $1.4M 0.45% NEW $81.71 -14.0%
29 AWK AMERICAN WTR WKS CO INC NEW Utilities 10,540.0 $1.4M 0.44% NEW $130.50 -2.1%
30 PANW PALO ALTO NETWORKS INC Technology 7,140.0 $1.3M 0.42% NEW $184.20 +57.4%
31 ECL ECOLAB INC Basic Materials 5,007.0 $1.3M 0.42% NEW $262.52 +3.9%
32 AMD ADVANCED MICRO DEVICES INC Technology 5,915.0 $1.3M 0.41% NEW $214.16 +143.2%
33 DHR DANAHER CORPORATION Healthcare 5,127.0 $1.2M 0.38% NEW $228.92 -20.9%
34 ABBV ABBVIE INC Healthcare 5,100.0 $1.2M 0.38% NEW $228.49 +2.7%
35 URI UNITED RENTALS INC Industrials 1,400.0 $1.1M 0.36% NEW $809.32 +31.4%
36 WMT WALMART INC Consumer Defensive 10,079.0 $1.1M 0.36% NEW $111.41 +7.2%
37 APD AIR PRODS & CHEMS INC Basic Materials 4,370.0 $1.1M 0.35% NEW $247.02 +14.3%
38 KO COCA COLA CO Consumer Defensive 15,328.0 $1.1M 0.34% NEW $69.91 +14.9%
39 NKE NIKE INC Consumer Cyclical 16,480.0 $1.0M 0.34% NEW $63.71 -33.5%
40 ITB ISHARES TR 9,800.0 $944K 0.30% NEW $96.30 +2.8%
Page 2 of 3  ·  57 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 49.3%
Communication Services 21.0%
Financial Services 9.4%
Healthcare 6.8%
Consumer Cyclical 6.6%
Consumer Defensive 3.2%
Basic Materials 1.1%
Industrials 1.1%
Energy 1.1%
Utilities 0.5%