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Portfolio (Quarterly) Guide ↗

Climber Capital SA

· CIK 0002011229
13F Portfolio $164M AUM 64 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 29 Added 20 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR Gold Trust Financial Services 40,511.0 $13.8M 8.47% -225.0 -0.6% $341.79 +19.6%
2 RSPT Invesco S&P 500 Equal Weight Technology ETF 91,216.0 $5.4M 3.29% -4K -4.2% $59.01 +9.8%
3 GOOGL Alphabet Inc Communication Services 10,827.0 $3.9M 2.36% -2K -15.4% $356.66 -2.8%
4 AAPL Apple Inc Technology 8,495.0 $2.5M 1.50% -2K -22.4% $288.79 +10.7%
5 SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 18,160.0 $1.6M 1.01% -3K -15.8% $90.61 +2.9%
6 IXC iShares Global Energy ETF 21,549.0 $1.1M 0.65% -3K -11.1% $49.03 +16.5%
7 TotalEnergies SE 10,475.0 $772K 0.47% -6K -35.6% $73.71
8 NVDA NVIDIA Corp Technology 2,766.0 $552K 0.34% -310.0 -10.1% $199.69 +8.9%
9 MSFT Microsoft Corp Technology 1,359.0 $506K 0.31% -1K -51.3% $372.28 +37.9%
10 PG Procter & Gamble Co Consumer Defensive 3,200.0 $468K 0.29% -234.0 -6.8% $146.35 -1.8%
11 Berkshire Hathaway Inc 754.0 $377K 0.23% -300.0 -28.5% $499.40
12 GOOG Alphabet Inc 981.0 $346K 0.21% -110.0 -10.1% $352.63
13 CSCO Cisco Systems Inc Technology 2,465.0 $289K 0.18% -8K -75.5% $117.23 -6.2%
14 KO Coca-Cola Co Consumer Defensive 3,392.0 $275K 0.17% -5K -60.8% $81.11 +10.5%
15 ALC Alcon Inc. Healthcare 3,892.0 $263K 0.16% -2K -31.3% $67.45 +6.8%
16 AMZN Amazon.com Inc Consumer Cyclical 1,078.0 $256K 0.16% -3K -71.0% $237.87 +12.0%
17 V Visa Inc Financial Services 690.0 $236K 0.14% -2K -73.5% $342.41 +11.4%
18 JNJ Johnson & Johnson Healthcare 915.0 $232K 0.14% -558.0 -37.9% $253.47 +5.7%
19 ABBV AbbVie Inc Healthcare 897.0 $225K 0.14% -2K -67.4% $251.14 +1.7%
20 MA Mastercard Inc Financial Services 409.0 $210K 0.13% -701.0 -63.1% $512.58 +16.1%

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 66.5%
Communication Services 13.2%
Technology 12.9%
Healthcare 3.2%
Consumer Defensive 2.5%
Consumer Cyclical 1.7%