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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 3  ·  53 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 $2.2M 0.89% $38.23 +10.5%
22 ABBV ABBVIE INC Healthcare 8,766.0 $2.2M 0.89% +176.0 +2.0% $251.64 +1.9%
23 DIS DISNEY WALT CO Communication Services 20,920.0 $2.0M 0.81% $96.25 +9.4%
24 BERKSHIRE HATHAWAY INC DEL 3,560.0 $1.8M 0.71% +55.0 +1.6% $500.39
25 NFLX NETFLIX INC. Communication Services 24,946.0 $1.8M 0.71% +795.0 +3.3% $71.40 +9.6%
26 ACWI ISHARES TR 10,470.0 $1.6M 0.66% NEW $156.89 +3.2%
27 URI UNITED RENTALS INC Industrials 1,400.0 $1.6M 0.64% $1132.89 -10.9%
28 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%
29 MRNA MODERNA INC Healthcare 17,154.0 $1.2M 0.48% -1K -6.6% $70.03 +107.8%
30 WMT WALMART INC Consumer Defensive 9,050.0 $1.0M 0.41% -1K -12.8% $113.26 -5.4%
31 ITB ISHARES TR 9,800.0 $1.0M 0.41% $104.48 -10.1%
32 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,018.0 $885K 0.35% -2K -39.9% $293.18 +2.8%
33 ECL ECOLAB INC Basic Materials 2,792.0 $778K 0.31% -2K -41.7% $278.61 +0.2%
34 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,590.0 $736K 0.29% -4K -44.6% $131.58 +6.9%
35 NVO NOVO-NORDISK A S Healthcare 14,600.0 $700K 0.28% $47.94 -2.8%
36 MCD MCDONALDS CORP Consumer Cyclical 2,585.0 $699K 0.28% $270.31 -5.4%
37 NKE NIKE INC Consumer Cyclical 16,780.0 $689K 0.28% $41.05 -6.5%
38 BNTX BIONTECH SE Healthcare 6,000.0 $558K 0.22% $93.05 +11.5%
39 UBER UBER TECHNOLOGIES INC Technology 6,961.0 $502K 0.20% +2K +54.7% $72.16 +5.0%
40 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,000.0 $499K 0.20% $33.29 +35.9%
Page 2 of 3  ·  53 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%