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Portfolio (Quarterly) Guide ↗

Banque Transatlantique SA

· CIK 0002056095
13F Portfolio $4.7B AUM 513 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 494 New
Page 14 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,917.0 $332K 0.01% NEW $173.03 -51.6%
262 ACGL ARCH CAP GROUP LTD Financial Services 3,396.0 $330K 0.01% NEW $97.06 +2.6%
263 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,284.0 $327K 0.01% NEW $99.53 +27.9%
264 IMCR IMMUNOCORE HLDGS PLC Healthcare 10,150.0 $322K 0.01% NEW $31.76 +12.9%
265 IWM ISHARES TR 1,033.0 $310K 0.01% NEW $300.45 +0.1%
266 XLU SELECT SECTOR SPDR TR 6,696.0 $304K 0.01% NEW $45.34 -2.0%
267 ARGX ARGENX SE Healthcare 327.0 $303K 0.01% NEW $927.77 +7.9%
268 QTUM ETF SER SOLUTIONS 1,822.0 $301K 0.01% NEW $165.38 -8.1%
269 EL LAUDER ESTEE COS INC Consumer Defensive 3,126.0 $293K 0.01% NEW $93.59 -9.7%
270 VNQ VANGUARD INDEX FDS 3,000.0 $289K 0.01% NEW $96.43 +1.9%
271 EFA ISHARES TR 2,715.0 $282K 0.01% NEW $103.88 +3.4%
272 RSP INVESCO EXCHANGE TRADED FD T 1,267.0 $270K 0.01% NEW $212.75 +3.8%
273 EBND SPDR SERIES TRUST 12,879.0 $269K 0.01% NEW $20.92 +0.7%
274 FLBR FRANKLIN TEMPLETON ETF TR 12,074.0 $259K 0.01% NEW $21.41 -3.1%
275 VUG VANGUARD INDEX FDS 2,970.0 $256K 0.01% NEW $86.14 +2.1%
276 PRF INVESCO EXCHANGE TRADED FD T 4,725.0 $255K 0.01% NEW $54.03 +3.8%
277 SPIP SPDR SERIES TRUST 9,829.0 $252K 0.01% NEW $25.68 -2.4%
278 AMAT APPLIED MATLS INC Technology 344.0 $249K 0.01% NEW $723.22 -30.1%
279 VRTX VERTEX PHARMACEUTICALS INC Healthcare 507.0 $246K 0.01% NEW $484.90 +9.9%
280 BX BLACKSTONE INC Financial Services 2,080.0 $245K 0.01% NEW $117.69 +19.3%
Page 14 of 25  ·  494 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 44.7%
Consumer Cyclical 12.9%
Communication Services 11.1%
Healthcare 9.5%
Consumer Defensive 7.7%
Financial Services 5.9%
Industrials 5.1%
Basic Materials 1.5%
Utilities 1.1%
Energy 0.4%