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Portfolio (Quarterly) Guide ↗

Climber Capital SA

· CIK 0002011229
13F Portfolio $153M AUM 70 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 13 Added 25 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTGC First Trust Global Tactical Commodity Strategy Fund 145,633.0 $4.1M 2.67% NEW $27.96 +5.1%
2 TotalEnergies SE 16,255.0 $1.5M 0.97% NEW $90.84
3 CVX Chevron Corporation Energy 4,501.0 $931K 0.61% NEW $206.80 -7.4%
4 CSCO Cisco Systems Inc Technology 10,065.0 $781K 0.51% NEW $77.55 +55.3%
5 TSM Taiwan Semiconductor Manufacturing Co Ltd Technology 2,209.0 $746K 0.49% NEW $337.79 +19.8%
6 UBS UBS Group Inc. Financial Services 17,618.0 $677K 0.44% NEW $38.43 +22.2%
7 PBR Petroleo Brasileiro SA - Petrobras Energy 30,240.0 $627K 0.41% NEW $20.74 -4.1%
8 PFE Pfizer Inc Healthcare 19,350.0 $543K 0.36% NEW $28.07 -7.7%
9 UPS United Parcel Service Inc Industrials 4,800.0 $472K 0.31% NEW $98.33 +2.7%
10 ALC Alcon Inc. Healthcare 5,664.0 $420K 0.28% NEW $74.11 -8.5%
11 KHC The Kraft Heinz Company Consumer Defensive 10,865.0 $244K 0.16% NEW $22.48 +5.8%
12 SLV iShares Silver Trust Financial Services 3,514.0 $239K 0.16% NEW $68.11 +0.4%

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
Financial Services 58.8%
Technology 14.9%
Communication Services 10.2%
Healthcare 4.9%
Energy 4.0%
Consumer Defensive 3.6%
Consumer Cyclical 2.5%
Industrials 1.2%