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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.1B AUM 1,259 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 93 New 163 Added 195 Reduced 67 Exited
Page 12 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DIS DISNEY WALT CO Communication Services 14,813.0 $1.7M 0.03% -202K -93.2% $113.77 -9.0%
222 ULTA ULTA BEAUTY INC Consumer Cyclical 2,769.0 $1.7M 0.03% -2K -35.5% $605.01 -18.5%
223 JBBB JANUS DETROIT STR TR 35,000.0 $1.7M 0.03% $47.70 -0.7%
224 DECK DECKERS OUTDOOR CORP Consumer Cyclical 16,073.0 $1.7M 0.03% NEW $103.67 -1.0%
225 LULU LULULEMON ATHLETICA INC Consumer Cyclical 7,849.0 $1.6M 0.03% +1K +16.3% $207.81 -39.0%
226 IVV ISHARES TR 2,357.0 $1.6M 0.03% +35.0 +1.5% $689.93 +8.2%
227 VRT VERTIV HOLDINGS CO Industrials 9,965.0 $1.6M 0.03% -19K -66.1% $162.01 +94.8%
228 DLR DIGITAL RLTY TR INC Real Estate 10,036.0 $1.6M 0.03% -19K -65.8% $154.71 +25.6%
229 GIB CGI INC Technology 16,355.0 $1.5M 0.03% +790.0 +5.1% $92.49 -28.6%
230 BAC BANK AMERICA CORP Financial Services 27,418.0 $1.5M 0.03% +11K +65.6% $55.00 -6.4%
231 XLU SELECT SECTOR SPDR TR 34,980.0 $1.5M 0.02% +19K +115.4% $42.84 +5.0%
232 NTR NUTRIEN LTD Basic Materials 24,134.0 $1.5M 0.02% +3K +16.5% $61.80 +13.6%
233 IWF ISHARES TR 3,127.0 $1.5M 0.02% $476.96 -73.9%
234 CYTK CYTOKINETICS INC Healthcare 23,370.0 $1.5M 0.02% -1K -4.5% $63.54 +22.9%
235 C CITIGROUP INC Financial Services 12,500.0 $1.5M 0.02% $116.69 +7.3%
236 NTAP NETAPP INC Technology 13,357.0 $1.4M 0.02% -5K -26.5% $107.09 +15.7%
237 RJF RAYMOND JAMES FINL INC Financial Services 8,893.0 $1.4M 0.02% NEW $160.59 -5.3%
238 RDDT REDDIT INC Communication Services 6,111.0 $1.4M 0.02% +3K +99.2% $229.87 -36.2%
239 ENIC ENEL CHILE S.A. Utilities 348,586.0 $1.4M 0.02% $4.02 +8.7%
240 IONS IONIS PHARMACEUTICALS INC Healthcare 17,404.0 $1.4M 0.02% NEW $79.11 -4.2%
Page 12 of 25  ·  500 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 29.9%
Financial Services 13.6%
Healthcare 13.4%
Industrials 11.6%
Consumer Cyclical 11.0%
Communication Services 8.5%
Consumer Defensive 4.8%
Basic Materials 2.3%
Energy 2.2%
Real Estate 1.5%