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Portfolio (Quarterly) Guide ↗

Galilei Investment Office LLP

· CIK 0002043729
13F Portfolio $218M AUM 31 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 7 Added 1 Reduced
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 76,730.0 $57.3M 26.29% $746.77 +2.4%
2 VOO VANGUARD INDEX FDS 71,908.0 $49.4M 22.66% +859.0 +1.2% $686.81 +2.4%
3 VGK VANGUARD INTL EQUITY INDEX F 328,614.0 $29.1M 13.35% +2K +0.6% $88.54 +2.6%
4 IGSB ISHARES TR 253,721.0 $13.3M 6.10% +39K +18.0% $52.41 -1.2%
5 NOBL PROSHARES TR 175,902.0 $9.9M 4.53% +88K +100.0% $56.16 +3.3%
6 IEMG ISHARES INC 102,000.0 $8.4M 3.88% +2K +2.5% $82.84 -1.4%
7 EMXC ISHARES INC 58,133.0 $5.9M 2.73% $102.30 -3.8%
8 GOOGL ALPHABET INC Communication Services 14,900.0 $5.3M 2.44% $357.37 -5.3%
9 VT VANGUARD INTL EQUITY INDEX F 32,623.0 $5.1M 2.35% -4K -11.7% $156.95 +1.9%
10 BERKSHIRE HATHAWAY INC DEL 9,690.0 $4.8M 2.23% $500.39
11 META META PLATFORMS INC Communication Services 7,328.0 $4.1M 1.89% $563.29 +5.2%
12 BTI BRITISH AMERN TOB PLC Consumer Defensive 56,644.0 $3.5M 1.61% +783.0 +1.4% $62.08 -10.3%
13 AXP AMERICAN EXPRESS CO Financial Services 9,974.0 $3.4M 1.55% $338.25 -2.7%
14 MSFT MICROSOFT CORP Technology 6,985.0 $2.6M 1.20% $373.02 +33.1%
15 SHEL SHELL PLC Energy 63,920.0 $2.5M 1.14% $38.95 +139.9%
16 AAPL APPLE INC Technology 8,449.0 $2.4M 1.12% $289.36 +12.3%
17 FDX FEDEX CORP Industrials 7,088.0 $2.2M 1.02% $313.13 +2.6%
18 KO COCA COLA CO Consumer Defensive 19,577.0 $1.6M 0.73% $81.27 +9.2%
19 IWM ISHARES TR 5,000.0 $1.5M 0.69% $300.45 -2.4%
20 V VISA INC Financial Services 4,351.0 $1.5M 0.69% $343.09 +10.2%
Page 1 of 2  ·  28 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 70.5%
Communication Services 10.7%
Technology 6.8%
Consumer Defensive 5.8%
Energy 2.8%
Industrials 2.5%
Consumer Cyclical 0.8%