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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 4 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 21,718.0 $2.5M 0.33% NEW $113.26 -8.3%
62 HWM HOWMET AEROSPACE INC Industrials 8,843.0 $2.4M 0.32% NEW $268.86 +1.8%
63 KLAC KLA CORP Technology 7,828.0 $2.4M 0.32% +7K +771.7% $301.71 -38.4%
64 MA MASTERCARD INCORPORATED Financial Services 4,571.0 $2.3M 0.32% -8K -62.4% $513.60 +11.7%
65 MRVL MARVELL TECHNOLOGY INC Technology 7,837.0 $2.3M 0.32% -122K -94.0% $297.89 -15.7%
66 GLOB GLOBANT S A Technology 69,000.0 $2.0M 0.27% $28.94 +36.9%
67 PG PROCTER & GAMBLE CO Consumer Defensive 13,084.0 $1.9M 0.26% NEW $146.64 -2.5%
68 CLX CLOROX CO DEL Consumer Defensive 20,000.0 $1.9M 0.26% $95.44 +11.1%
69 CCI CROWN CASTLE INC Real Estate 25,000.0 $1.9M 0.26% -10K -28.5% $75.73 -0.4%
70 TMUS T-MOBILE US INC Communication Services 10,785.0 $1.8M 0.25% -5K -31.3% $167.73 +8.0%
71 GRAB GRAB HOLDINGS LIMITED Technology 475,000.0 $1.8M 0.24% +155K +48.4% $3.77 -6.9%
72 LIN LINDE PLC Basic Materials 3,427.0 $1.8M 0.24% -19K -84.4% $518.94 -7.3%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 6,275.0 $1.8M 0.24% -9K -58.6% $281.21 -16.9%
74 ABT ABBOTT LABORATORIES Healthcare 19,297.0 $1.8M 0.24% +11K +125.3% $90.74 +25.9%
75 AXON AXON ENTERPRISE INC Industrials 3,000.0 $1.7M 0.23% -3K -52.4% $560.61 +9.6%
76 QCOM QUALCOMM INC Technology 8,515.0 $1.6M 0.21% +2K +31.6% $184.79 -13.0%
77 TXN TEXAS INSTRS INC Technology 5,012.0 $1.5M 0.20% -4K -45.5% $298.07 -10.9%
78 LULU LULULEMON ATHLETICA INC Consumer Cyclical 13,000.0 $1.5M 0.20% $114.18 +1.3%
79 APH AMPHENOL CORP Technology 8,361.0 $1.5M 0.20% NEW $176.32 -13.2%
80 AMGN AMGEN INC Healthcare 4,000.0 $1.4M 0.20% +2K +76.1% $362.12 +19.8%
Page 4 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%