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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 9 of 16  ·  313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMO THERMO FISHER SCIENTIFIC INC Healthcare 299.0 $163K 0.01% $545.15 +15.4%
162 NKE NIKE INC Consumer Cyclical 3,840.0 $158K 0.01% $41.15 -0.9%
163 WFC WELLS FARGO & CO Financial Services 1,906.0 $158K 0.01% $82.90 +1.1%
164 ISRG INTUITIVE SURGICAL INC Healthcare 400.0 $157K 0.01% $392.50 -3.5%
165 GALAXY DIGITAL INC. 5,396.0 $157K 0.01% $29.10
166 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 4,000.0 $156K 0.01% $39.00 +1.2%
167 PL PLANET LABS PBC Industrials 8,440.0 $156K 0.01% $18.48 +20.6%
168 RKLB ROCKET LAB CORP Industrials 2,480.0 $155K 0.01% $62.50 +16.1%
169 SNOW SNOWFLAKE INC Technology 600.0 $153K 0.01% $255.00 +30.5%
170 GDX VANECK ETF TRUST 2,000.0 $151K 0.01% $75.50 +36.2%
171 VFH VANGUARD WORLD FD 1,148.0 $151K 0.01% $131.53 +7.0%
172 MEOH METHANEX CORP Basic Materials 3,250.0 $150K 0.01% $46.15 +30.2%
173 RITM RITHM CAPITAL CORP Real Estate 16,000.0 $150K 0.01% $9.38 +8.7%
174 BMO BANK MONTREAL MEDIUM Financial Services 1,707.0 $148K 0.01% $86.70 +101.2%
175 CIFR CIPHER DIGITAL INC Financial Services 21,225.0 $147K 0.01% $6.93 +127.6%
176 LIBERTY MEDIA CORP DEL 1,663.0 $146K 0.01% $87.79
177 URA GLOBAL X FDS 3,309.0 $145K 0.01% $43.82 +5.1%
178 WTRE WISDOMTREE TR 5,800.0 $145K 0.01% $25.00 -3.7%
179 MU MICRON TECHNOLOGY INC Technology 1,959.0 $141K 0.01% $71.98 +1243.2%
180 DLN WISDOMTREE TR 1,465.0 $141K 0.01% $96.25 +4.7%
Page 9 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%