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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
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMF iShares California Muni Bond USD 12,660.0 $727K 0.45% $57.43 -2.0%
42 FCAL First Trust California Municipal High Income ETF 14,635.0 $725K 0.44% $49.55 -2.4%
43 EWJ iShares MSCI Japan Index 7,107.0 $662K 0.41% $93.09 +3.0%
44 MXI IShares Tr.-S&P Gl.Mat.Ind. 6,203.0 $655K 0.40% +155.0 +2.6% $105.63 +10.2%
45 NVDA NVIDIA Corp Technology 2,766.0 $552K 0.34% -310.0 -10.1% $199.69 +8.9%
46 EFA iShares MSCI EAFE Fund 5,070.0 $526K 0.32% $103.67 +3.9%
47 MSFT Microsoft Corp Technology 1,359.0 $506K 0.31% -1K -51.3% $372.28 +37.9%
48 MARM FT Vest U.S. Equity Max Buffer 13,798.0 $470K 0.29% NEW $34.06 +1.3%
49 PG Procter & Gamble Co Consumer Defensive 3,200.0 $468K 0.29% -234.0 -6.8% $146.35 -1.8%
50 Berkshire Hathaway Inc 754.0 $377K 0.23% -300.0 -28.5% $499.40
51 GOOG Alphabet Inc 981.0 $346K 0.21% -110.0 -10.1% $352.63
52 Vanguard California Tax-Exempt 3,110.0 $312K 0.19% $100.40
53 PWZ Invesco California AMT-Free Municipal Bond ETF 12,620.0 $309K 0.19% $24.46 -3.0%
54 EWU iShares MSCI United Kingdom ETF 6,750.0 $304K 0.19% $45.00 +7.9%
55 CSCO Cisco Systems Inc Technology 2,465.0 $289K 0.18% -8K -75.5% $117.23 -6.2%
56 KO Coca-Cola Co Consumer Defensive 3,392.0 $275K 0.17% -5K -60.8% $81.11 +10.5%
57 ALC Alcon Inc. Healthcare 3,892.0 $263K 0.16% -2K -31.3% $67.45 +6.8%
58 AMZN Amazon.com Inc Consumer Cyclical 1,078.0 $256K 0.16% -3K -71.0% $237.87 +12.0%
59 V Visa Inc Financial Services 690.0 $236K 0.14% -2K -73.5% $342.41 +11.4%
60 BKNG Booking Holdings Inc Consumer Cyclical 1,308.0 $233K 0.14% +1K +2569.4% $177.89 +15.6%
Page 3 of 4  ·  64 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
Financial Services 66.5%
Communication Services 13.2%
Technology 12.9%
Healthcare 3.2%
Consumer Defensive 2.5%
Consumer Cyclical 1.7%