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Portfolio (Quarterly) Guide ↗

BLI - Banque de Luxembourg Investments

· CIK 0002052594
13F Portfolio $2.8B AUM 195 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 195 New
Page 4 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HAL HALLIBURTON CO Energy 333,800.0 $11.4M 0.40% NEW $34.15 +0.8%
62 MCO MOODYS CORP Financial Services 25,056.0 $11.4M 0.40% NEW $453.57 +13.4%
63 CHD CHURCH & DWIGHT CO INC Consumer Defensive 115,030.0 $11.3M 0.40% NEW $98.06 +4.9%
64 MELI MERCADOLIBRE INC Consumer Cyclical 6,550.0 $11.1M 0.39% NEW $1687.75 +15.6%
65 MRK MERCK & CO INC Healthcare 85,000.0 $11.0M 0.39% NEW $129.68 +18.1%
66 PAYX PAYCHEX INC Industrials 109,965.0 $11.0M 0.39% NEW $100.00 +24.9%
67 EW EDWARDS LIFESCIENCES CORP Healthcare 119,491.0 $10.9M 0.39% NEW $91.39 -0.7%
68 ROST ROSS STORES INC Consumer Cyclical 52,000.0 $10.9M 0.38% NEW $209.26 +12.9%
69 IEX IDEX CORP Industrials 47,580.0 $10.8M 0.38% NEW $226.39 +3.8%
70 ADP AUTOMATIC DATA PROCESSING INC Industrials 47,000.0 $10.6M 0.37% NEW $225.54 +24.8%
71 PLD PROLOGIS INC Real Estate 76,000.0 $10.6M 0.37% NEW $139.24 +2.4%
72 LII LENNOX INTL INC Industrials 18,260.0 $10.4M 0.37% NEW $570.22 -31.0%
73 WST WEST PHARMACEUTICAL SVSC INC Healthcare 29,125.0 $10.4M 0.36% NEW $355.47 -1.6%
74 ZTS ZOETIS INC Healthcare 136,658.0 $10.0M 0.35% NEW $73.41 +5.6%
75 EXPO EXPONENT INC Industrials 162,300.0 $9.7M 0.34% NEW $59.87 +17.5%
76 CHKP CHECK POINT SOFTWARE TECH LT Technology 74,700.0 $9.6M 0.34% NEW $129.00 +0.0%
77 FORTINET INC 30,750.0 $9.6M 0.34% NEW $311.65
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 10,080.0 $9.6M 0.34% NEW $948.59 +0.8%
79 AMT AMERICAN TOWER CORP Real Estate 55,995.0 $9.5M 0.33% NEW $169.02 +4.0%
80 GGG GRACO INC Industrials 120,600.0 $9.2M 0.32% NEW $75.92 +4.9%
Page 4 of 10  ·  195 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 26.6%
Industrials 16.7%
Healthcare 13.8%
Consumer Cyclical 8.9%
Financial Services 8.5%
Basic Materials 8.3%
Communication Services 6.6%
Consumer Defensive 6.4%
Energy 2.7%
Real Estate 0.8%