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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 4 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 19,484.0 $5.5M 0.12% NEW $283.48 -19.3%
62 PGX INVESCO EXCH TRADED FD TR II 485,094.0 $5.3M 0.11% NEW $10.84 -1.9%
63 USIG ISHARES TR 102,109.0 $5.2M 0.11% NEW $51.29 -2.3%
64 SPBO SPDR SERIES TRUST 180,193.0 $5.2M 0.11% NEW $29.04 -2.4%
65 ALAB ASTERA LABS INC Technology 10,794.0 $5.2M 0.11% NEW $483.00 -33.7%
66 SNOW SNOWFLAKE INC Technology 20,358.0 $5.2M 0.11% NEW $254.16 +29.9%
67 META META PLATFORMS INC Communication Services 8,584.0 $5.1M 0.11% NEW $597.61 -4.8%
68 CDNS CADENCE DESIGN SYSTEM INC Technology 13,565.0 $5.1M 0.11% NEW $374.70 -13.7%
69 XLC SELECT SECTOR SPDR TR 47,120.0 $5.0M 0.11% NEW $107.13 +3.5%
70 NOW SERVICENOW INC Technology 48,002.0 $4.9M 0.11% NEW $102.93 +14.3%
71 BERKSHIRE HATHAWAY INC DEL 9,705.0 $4.8M 0.10% NEW $496.39
72 HOOD ROBINHOOD MKTS INC Financial Services 48,000.0 $4.8M 0.10% NEW $100.32 -4.1%
73 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,838.0 $4.7M 0.10% NEW $965.00 +3.1%
74 SPLV INVESCO EXCH TRADED FD TR II 60,168.0 $4.5M 0.10% NEW $74.90 +1.1%
75 NFLX NETFLIX INC. Communication Services 62,189.0 $4.5M 0.10% NEW $71.69 +6.0%
76 IXJ ISHARES TR 44,273.0 $4.4M 0.09% NEW $98.38 +4.0%
77 PAVE GLOBAL X FDS 72,530.0 $4.3M 0.09% NEW $58.92 -0.3%
78 ADBE ADOBE INC Technology 18,289.0 $4.2M 0.09% NEW $230.80 +10.1%
79 BLDR BUILDERS FIRSTSOURCE INC Industrials 46,985.0 $4.2M 0.09% NEW $89.22 -21.3%
80 BAC BANK OF AMER CORP Financial Services 75,261.0 $4.1M 0.09% NEW $54.86 +16.5%
Page 4 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%