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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 13 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BIL SPDR SERIES TRUST 15,000.0 $1.4M 0.02% $91.38 +0.2%
242 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,000.0 $1.4M 0.02% -827.0 -21.6% $453.36 -5.1%
243 NKE NIKE INC Consumer Cyclical 21,252.0 $1.4M 0.02% +12K +126.6% $63.71 -30.3%
244 AXSM AXSOME THERAPEUTICS INC Healthcare 7,383.0 $1.3M 0.02% -2K -17.0% $182.64 +27.9%
245 CVX CHEVRON CORP NEW Energy 8,745.0 $1.3M 0.02% +2K +33.0% $152.41 +25.3%
246 OTEX OPEN TEXT CORP Technology 40,818.0 $1.3M 0.02% -3K -6.2% $32.61 -28.8%
247 ICOP ISHARES TR 30,010.0 $1.3M 0.02% +21K +222.7% $44.31 +18.0%
248 MTB M & T BK CORP Financial Services 6,480.0 $1.3M 0.02% -1K -18.6% $201.48 +5.4%
249 MXI ISHARES TR 13,502.0 $1.3M 0.02% NEW $96.64 +14.1%
250 MPWR MONOLITHIC PWR SYS INC Technology 1,422.0 $1.3M 0.02% +195.0 +15.9% $906.36 +72.3%
251 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,013.0 $1.3M 0.02% -3K -40.7% $256.03 -7.6%
252 ROK ROCKWELL AUTOMATION INC Industrials 3,290.0 $1.3M 0.02% +2K +137.7% $389.07 +12.1%
253 YMM FULL TRUCK ALLIANCE CO LTD Technology 115,000.0 $1.3M 0.02% $10.93 -22.6%
254 PBR PETROLEO BRASILEIRO SA PETRO Energy 106,000.0 $1.3M 0.02% $11.85 +69.0%
255 RF REGIONS FINANCIAL CORP NEW Financial Services 45,611.0 $1.2M 0.02% -10K -18.6% $27.10 +1.6%
256 COP CONOCOPHILLIPS Energy 13,088.0 $1.2M 0.02% +7K +124.7% $93.61 +28.8%
257 HBAN HUNTINGTON BANCSHARES INC Financial Services 69,327.0 $1.2M 0.02% +56K +433.9% $17.35 -8.6%
258 DASH DOORDASH INC Communication Services 5,286.0 $1.2M 0.02% -3K -37.0% $226.48 -29.7%
259 GDDY GODADDY INC Technology 9,617.0 $1.2M 0.02% +4K +58.3% $124.08 -26.2%
260 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,864.0 $1.2M 0.02% +1K +26.4% $203.19 +66.1%
Page 13 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%