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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 15 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ITOT ISHARES TR 1,489.0 $245K 0.01% NEW $164.27 +3.3%
282 SLB SLB LIMITED Energy 6,483.0 $242K 0.01% NEW $37.32 +44.3%
283 IGV ISHARES TR 2,550.0 $231K 0.01% NEW $90.59 +12.6%
284 FLS FLOWSERVE CORP Industrials 3,008.0 $223K 0.01% NEW $74.16 +9.2%
285 GLD SPDR GOLD TR Financial Services 590.0 $217K 0.01% NEW $368.54 +10.0%
286 MDLZ MONDELEZ INTL INC Consumer Defensive 3,994.0 $213K 0.01% NEW $53.22 +16.8%
287 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 692.0 $208K 0.00% NEW $301.03 -25.4%
288 VIG VANGUARD SPECIALIZED FUNDS 857.0 $203K 0.00% NEW $236.62 +3.3%
289 CHWY CHEWY INC Consumer Cyclical 10,190.0 $200K 0.00% NEW $19.65 +12.6%
290 APP APPLOVIN CORP Technology 383.0 $197K 0.00% NEW $515.23 -39.4%
291 SPACE EXPLORATION TECHN CORP 1,065.0 $182K 0.00% NEW $170.86
292 HBM HUDBAY MINERALS INC Basic Materials 7,485.0 $177K 0.00% NEW $23.59 +16.3%
293 COOPER COS INC 2,455.0 $176K 0.00% NEW $71.69
294 VTV VANGUARD INDEX FDS 800.0 $174K 0.00% NEW $217.93 +4.0%
295 XLK SELECT SECTOR SPDR TR 890.0 $170K 0.00% NEW $190.52 -0.1%
296 FDN FIRST TR EXCHANGE-TRADED FD 635.0 $168K 0.00% NEW $264.76 +8.4%
297 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,040.0 $163K 0.00% NEW $79.75 -9.3%
298 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,233.0 $161K 0.00% NEW $130.97 +2.6%
299 REGN REGENERON PHARMACEUTICALS Healthcare 254.0 $159K 0.00% NEW $625.49 +28.8%
300 QIAGEN NV 4,064.0 $157K 0.00% NEW $38.72
Page 15 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%