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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 10 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 45,193.0 $786K 0.02% NEW $17.38 +9.3%
182 AIQ GLOBAL X FDS 11,928.0 $783K 0.02% NEW $65.61 -2.5%
183 FERG FERGUSON ENTERPRISES INC Industrials 3,295.0 $781K 0.02% NEW $236.90 +3.4%
184 PFF ISHARES TR 25,437.0 $776K 0.02% NEW $30.49 +0.5%
185 XLF SELECT SECTOR SPDR TR 14,300.0 $767K 0.02% NEW $53.61 +7.4%
186 JMBS JANUS DETROIT STR TR 16,836.0 $757K 0.02% NEW $44.99 -1.4%
187 MDT MEDTRONIC PLC Healthcare 9,620.0 $753K 0.02% NEW $78.23 +15.8%
188 IHE ISHARES TR 7,587.0 $751K 0.02% NEW $99.01 +4.1%
189 TYL TYLER TECHNOLOGIES INC Technology 2,546.0 $745K 0.02% NEW $292.46 +9.6%
190 MS MORGAN STANLEY Financial Services 3,797.0 $743K 0.02% NEW $195.63 +11.5%
191 ACN ACCENTURE PLC IRELAND Technology 5,948.0 $741K 0.02% NEW $124.59 +36.4%
192 TCOM TRIP COM GROUP LTD Consumer Cyclical 18,143.0 $723K 0.02% NEW $39.86 +12.5%
193 CNP CENTERPOINT ENERGY INC Utilities 16,410.0 $723K 0.02% NEW $44.04 -7.7%
194 MOOG INC 1,681.0 $712K 0.01% NEW $423.84
195 FN FABRINET Technology 1,267.0 $712K 0.01% NEW $562.08 +6.5%
196 TRV TRAVELERS COMPANIES INC Financial Services 2,124.0 $701K 0.01% NEW $330.12 +10.4%
197 EQIX EQUINIX INC Real Estate 669.0 $690K 0.01% NEW $1031.28 +6.4%
198 LOW LOWES COS INC Consumer Cyclical 3,117.0 $687K 0.01% NEW $220.49 -2.1%
199 RF REGIONS FINANCIAL CORP NEW Financial Services 22,478.0 $679K 0.01% NEW $30.20 +5.0%
200 IEF ISHARES TR 6,997.0 $662K 0.01% NEW $94.57 -1.8%
Page 10 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%