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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 5 of 25  ·  494 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CAT CATERPILLAR INC Industrials 7,129.0 $4.1M 0.09% NEW $578.39 +52.4%
82 IYC ISHARES TR 40,772.0 $4.1M 0.09% NEW $101.10 +0.9%
83 MRK MERCK & CO INC Healthcare 35,317.0 $4.1M 0.09% NEW $116.22 +17.0%
84 PLTR PALANTIR TECHNOLOGIES INC Technology 33,239.0 $4.0M 0.09% NEW $118.97 +45.0%
85 HCA HCA HEALTHCARE INC Healthcare 9,830.0 $3.8M 0.08% NEW $391.16 +3.5%
86 OKLO OKLO INC Utilities 71,415.0 $3.8M 0.08% NEW $52.59 -16.6%
87 INTC INTEL CORP Technology 29,958.0 $3.8M 0.08% NEW $125.33 -17.4%
88 UBS UBS GROUP AG Financial Services 72,543.0 $3.6M 0.08% NEW $49.56 +7.8%
89 CSCO CISCO SYS INC Technology 42,482.0 $3.5M 0.07% NEW $81.68 +38.2%
90 CEREBRAS SYSTEMS INC 15,557.0 $3.4M 0.07% NEW $221.00
91 IEUR ISHARES TR 45,265.0 $3.4M 0.07% NEW $75.17 +3.8%
92 AZO AUTOZONE INC Consumer Cyclical 1,009.0 $3.3M 0.07% NEW $3295.32 -8.4%
93 CRCL CIRCLE INTERNET GROUP INC Financial Services 50,070.0 $3.1M 0.07% NEW $62.68 +19.0%
94 ABT ABBOTT LABORATORIES Healthcare 31,530.0 $3.1M 0.07% NEW $99.17 +11.3%
95 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,993.0 $3.0M 0.06% NEW $746.85 +3.5%
96 PG PROCTER & GAMBLE CO Consumer Defensive 20,359.0 $2.9M 0.06% NEW $142.29 +0.6%
97 IDXX IDEXX LABS INC Healthcare 4,400.0 $2.9M 0.06% NEW $648.35 -15.8%
98 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,963.0 $2.8M 0.06% NEW $703.34 +1.7%
99 C CITIGROUP INC Financial Services 19,613.0 $2.7M 0.06% NEW $139.96 -1.0%
100 PRCT PROCEPT BIOROBOTICS CORP Healthcare 118,436.0 $2.7M 0.06% NEW $22.58 -6.6%
Page 5 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%