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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 20 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AVEM AMERICAN CENTY ETF TR 397.0 $38K 0.00% NEW $96.49 -2.1%
382 WDC WESTERN DIGITAL CORP Technology 57.0 $36K 0.00% NEW $638.98 -16.1%
383 RMBS RAMBUS INC DEL Technology 260.0 $35K 0.00% NEW $132.74 -24.2%
384 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,345.0 $34K 0.00% NEW $25.26 +0.2%
385 SCHO SCHWAB STRATEGIC TR 1,400.0 $34K 0.00% NEW $24.14 -0.2%
386 EOG EOG RES INC Energy 255.0 $33K 0.00% NEW $129.73 +12.7%
387 HONEYWELL AEROSPACE INC 141.0 $31K 0.00% NEW $221.08
388 PEN PENUMBRA INC Healthcare 100.0 $30K 0.00% NEW $302.31 +8.2%
389 FTXG FIRST TR EXCHANGE TRADED FD 1,330.0 $30K 0.00% NEW $22.25 +2.6%
390 ICLR ICON PUB LTD CO Healthcare 163.0 $28K 0.00% NEW $173.71 -2.5%
391 MSTR STRATEGY INC Technology 280.0 $28K 0.00% NEW $99.99 -2.3%
392 QCOM QUALCOMM INC Technology 166.0 $28K 0.00% NEW $166.32 -2.5%
393 FDX FEDEX CORP Industrials 89.0 $27K 0.00% NEW $307.52 +7.8%
394 BROOKFIELD ASSET MANAGMT LTD 600.0 $27K 0.00% NEW $44.85
395 RSPD INVESCO EXCHANGE TRADED FD T 465.0 $26K 0.00% NEW $56.00 +1.8%
396 ARKF ARK ETF TR 655.0 $26K 0.00% NEW $39.44 +9.5%
397 MFC MANULIFE FINL CORP Financial Services 635.0 $26K 0.00% NEW $40.51 +9.2%
398 SNAP SNAP INC Communication Services 5,745.0 $26K 0.00% NEW $4.44 +16.9%
399 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 150.0 $25K 0.00% NEW $168.61 -8.4%
400 PYPL PAYPAL HLDGS INC Financial Services 484.0 $25K 0.00% NEW $51.33 +17.8%
Page 20 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%