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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 2 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLD PROLOGIS INC. Real Estate 62,648.0 $8.5M 1.15% -47K -42.8% $135.47 +4.3%
22 GOOG ALPHABET INC Communication Services 23,833.0 $8.4M 1.14% -9K -27.7% $353.33 -3.9%
23 ALL ALLSTATE CORP Financial Services 33,557.0 $8.0M 1.08% +2K +4.9% $237.94 +8.5%
24 ROK ROCKWELL AUTOMATION INC Industrials 15,828.0 $7.8M 1.06% +872.0 +5.8% $495.08 -12.0%
25 TSLA TESLA INC Consumer Cyclical 17,905.0 $7.5M 1.02% -16K -47.7% $420.60 -18.0%
26 ROST ROSS STORES INC Consumer Cyclical 34,032.0 $7.2M 0.98% +4K +13.1% $212.85 +8.1%
27 PH PARKER-HANNIFIN CORP Industrials 7,381.0 $7.2M 0.98% +1K +23.0% $978.12 +4.0%
28 ILMN ILLUMINA INC Healthcare 40,000.0 $7.0M 0.96% $175.83 +22.8%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,296.0 $6.8M 0.93% +2K +45.9% $935.47 +0.5%
30 AMAT APPLIED MATLS INC Technology 8,793.0 $6.4M 0.86% -11K -56.0% $723.00 -31.7%
31 MCD MCDONALDS CORP Consumer Cyclical 23,134.0 $6.3M 0.85% -6K -20.7% $270.31 -0.2%
32 CRM SALESFORCE INC Technology 39,299.0 $6.2M 0.84% -14K -26.0% $156.66 +32.3%
33 ZTS ZOETIS INC Healthcare 82,144.0 $5.9M 0.80% +71K +643.2% $71.86 +5.9%
34 JNJ JOHNSON & JOHNSON Healthcare 22,884.0 $5.8M 0.79% +14K +144.8% $253.97 +6.4%
35 HEI HEICO CORP NEW Industrials 15,594.0 $5.6M 0.76% +6K +55.9% $356.19 -0.0%
36 INTU INTUIT Technology 21,275.0 $5.6M 0.76% +8K +55.6% $261.00 +39.3%
37 V VISA INC Financial Services 16,101.0 $5.5M 0.75% -10K -37.1% $343.09 +7.3%
38 SNPS SYNOPSYS INC Technology 11,917.0 $5.3M 0.72% -883.0 -6.9% $446.07 -10.9%
39 NEE NEXTERA ENERGY INC Utilities 59,820.0 $5.3M 0.71% -27K -31.2% $87.77 -3.4%
40 ECL ECOLAB INC Basic Materials 18,306.0 $5.1M 0.69% $278.61 +1.8%
Page 2 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%