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Portfolio (Quarterly) Guide ↗

JTC Employer Solutions Trustee Ltd

· CIK 0001875645
13F Portfolio $1.2B AUM 313 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 16 Added 14 Reduced 5 Exited
Page 4 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,983.0 $1.1M 0.09% -3K -22.8% $96.06 +24.2%
62 DE DEERE & CO Industrials 1,585.0 $1.0M 0.08% $634.07 +2.1%
63 IWF ISHARES TR 8,064.0 $1.0M 0.08% +6K +300.0% $124.13 -1.4%
64 SPLV INVESCO EXCH TRADED FD TR II 13,000.0 $974K 0.08% $74.92 +0.5%
65 MCD MCDONALDS CORP Consumer Cyclical 3,540.0 $957K 0.08% $270.34 +0.2%
66 IAU ISHARES GOLD TR Financial Services 12,632.0 $954K 0.08% $75.52 +14.9%
67 PLTR PALANTIR TECHNOLOGIES INC Technology 8,099.0 $945K 0.08% $116.68 +54.2%
68 PYPL PAYPAL HLDGS INC Financial Services 20,000.0 $863K 0.07% $43.15 +42.6%
69 XLV SELECT SECTOR SPDR TR 5,400.0 $857K 0.07% $158.70 +10.0%
70 KWEB KRANESHARES TRUST 32,083.0 $785K 0.06% $24.47 +9.0%
71 NFLX NETFLIX INC. Communication Services 10,930.0 $780K 0.06% $71.36 +11.5%
72 ORCL ORACLE CORP Technology 5,237.0 $769K 0.06% $146.84 -0.3%
73 MSGE SPHERE ENTERTAINMENT CO Communication Services 4,300.0 $744K 0.06% $173.02 -53.8%
74 B BARRICK MNG CORP Basic Materials 19,975.0 $733K 0.06% $36.70 +29.7%
75 NEBIUS GROUP N.V. 14,187.0 $723K 0.06% $50.96
76 GE GE AEROSPACE Industrials 1,850.0 $691K 0.06% $373.51 -6.7%
77 NEM NEWMONT CORP Basic Materials 7,000.0 $654K 0.05% $93.43 +40.8%
78 BIDU BAIDU INC Communication Services 5,401.0 $618K 0.05% $114.42 -18.5%
79 KKR KKR & CO INC 6,657.0 $611K 0.05% $91.78
80 BMNR BITMINE IMMERSION TECHS INC Financial Services 10,800.0 $600K 0.05% $55.56 -58.9%
Page 4 of 16  ·  313 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
Healthcare 41.1%
Financial Services 20.7%
Communication Services 16.7%
Technology 7.8%
Industrials 6.9%
Energy 2.2%
Consumer Cyclical 1.5%
Consumer Defensive 1.5%
Basic Materials 1.0%
Real Estate 0.5%