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Portfolio (Quarterly) Guide ↗

S-Bank Fund Management Ltd

· CIK 0002036461
13F Portfolio $771M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New
Page 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 22,000.0 $9.4M 1.22% NEW $426.39 +20.1%
22 MCD MCDONALDS CORP Consumer Cyclical 29,644.0 $9.1M 1.18% NEW $305.63 -8.8%
23 AMAT APPLIED MATLS INC Technology 34,000.0 $8.7M 1.13% NEW $256.99 +140.1%
24 ULTA ULTA BEAUTY INC Consumer Cyclical 13,900.0 $8.4M 1.09% NEW $605.01 -24.6%
25 BDX BECTON DICKINSON & CO Healthcare 43,000.0 $8.3M 1.08% NEW $194.07 -25.8%
26 JPM JPMORGAN CHASE & CO. Financial Services 25,104.0 $8.1M 1.05% NEW $322.22 +0.9%
27 MA MASTERCARD INCORPORATED Financial Services 13,912.0 $7.9M 1.03% NEW $570.88 -14.2%
28 INTU INTUIT Technology 10,774.0 $7.1M 0.93% NEW $662.42 -59.7%
29 MU MICRON TECHNOLOGY INC Technology 25,000.0 $7.1M 0.93% NEW $285.41 +297.3%
30 NEE NEXTERA ENERGY INC Utilities 87,000.0 $7.0M 0.91% NEW $80.28 +8.1%
31 NOW SERVICENOW INC Technology 45,170.0 $6.9M 0.90% NEW $153.19 -38.0%
32 TRMB TRIMBLE INC Technology 87,652.0 $6.9M 0.89% NEW $78.35 -37.3%
33 ADBE ADOBE INC Technology 19,358.0 $6.8M 0.88% NEW $349.99 -44.2%
34 ALL ALLSTATE CORP Financial Services 32,000.0 $6.7M 0.86% NEW $208.15 +6.3%
35 GEV GE VERNOVA INC Utilities 10,000.0 $6.5M 0.85% NEW $653.57 +69.8%
36 ROST ROSS STORES INC Consumer Cyclical 36,085.0 $6.5M 0.84% NEW $180.14 +29.2%
37 AMD ADVANCED MICRO DEVICES INC Technology 29,670.0 $6.4M 0.82% NEW $214.16 +150.9%
38 KO COCA COLA CO Consumer Defensive 90,000.0 $6.3M 0.82% NEW $69.91 +13.6%
39 SNPS SYNOPSYS INC Technology 12,849.0 $6.0M 0.78% NEW $469.72 -3.0%
40 EQIX EQUINIX INC Real Estate 7,575.0 $5.8M 0.75% NEW $766.16 +42.6%
Page 2 of 9  ·  176 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 38.8%
Financial Services 12.9%
Communication Services 11.9%
Healthcare 11.8%
Consumer Cyclical 9.8%
Real Estate 5.2%
Utilities 2.4%
Industrials 2.3%
Basic Materials 2.0%
Consumer Defensive 1.5%