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Portfolio (Quarterly) Guide ↗

S-Bank Fund Management Ltd

· CIK 0002036461
13F Portfolio $736M AUM 177 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 125 New 53 Added 59 Reduced 54 Exited
Page 11 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CENCORA INC 1,143.0 $323K 0.04% NEW $282.98
202 ENTG ENTEGRIS INC Technology 1,771.0 $319K 0.04% NEW $179.86 -19.6%
203 PHM PULTE GROUP INC Consumer Cyclical 2,313.0 $317K 0.04% NEW $137.21 -7.0%
204 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,871.0 $315K 0.04% NEW $109.77 -1.0%
205 MLM MARTIN MARIETTA MATLS INC Basic Materials 546.0 $315K 0.04% NEW $576.70 -8.9%
206 MCO MOODYS CORP Financial Services 683.0 $309K 0.04% -4K -84.7% $452.92 +10.1%
207 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,346.0 $309K 0.04% -17K -87.7% $131.58 +4.3%
208 TFC TRUIST FINL CORP Financial Services 6,139.0 $306K 0.04% NEW $49.82 +0.8%
209 GWW WW GRAINGER INC Industrials 223.0 $303K 0.04% NEW $1360.40 -4.4%
210 PYPL PAYPAL HLDGS INC Financial Services 6,915.0 $299K 0.04% +217.0 +3.2% $43.18 +44.3%
211 VRT VERTIV HOLDINGS CO Industrials 890.0 $298K 0.04% NEW $334.82 -21.0%
212 LEN LENNAR CORP Consumer Cyclical 3,275.0 $296K 0.04% NEW $90.49 -5.6%
213 BX BLACKSTONE INC Financial Services 2,471.0 $291K 0.04% NEW $117.67 +20.2%
214 GPC GENUINE PARTS CO Consumer Cyclical 2,429.0 $287K 0.04% NEW $117.98 +12.7%
215 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,947.0 $286K 0.04% NEW $96.88 +0.6%
216 HEICO CORP NEW 1,099.0 $283K 0.04% NEW $257.91
217 MET METLIFE INC Financial Services 3,339.0 $283K 0.04% -1K -23.3% $84.61 +10.5%
218 ROP ROPER TECHNOLOGIES INC Industrials 832.0 $282K 0.04% $338.39 +21.3%
219 HSY HERSHEY CO Consumer Defensive 1,575.0 $276K 0.04% NEW $175.45 +7.3%
220 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 820.0 $271K 0.04% NEW $330.46 -0.3%
Page 11 of 13  ·  249 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 37.0%
Healthcare 12.0%
Financial Services 11.7%
Communication Services 11.2%
Consumer Cyclical 10.8%
Industrials 6.5%
Consumer Defensive 4.4%
Basic Materials 3.0%
Real Estate 1.8%
Utilities 1.4%