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Portfolio (Quarterly) Guide ↗

Kepler Cheuvreux (Suisse) SA

· CIK 0002096459
13F Portfolio $1.7B AUM 216 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 56 Added 50 Reduced 45 Exited
Page 9 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADP AUTOMATIC DATA PROCESSING Industrials 237.0 $53K 0.00% -117K -99.8% $223.95 +26.6%
162 GLPI GAMING & LEISURE PPTYS Real Estate 855.0 $38K 0.00% NEW $44.53 -1.3%
Page 9 of 9  ·  162 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 37.3%
Healthcare 14.7%
Financial Services 11.6%
Communication Services 8.3%
Industrials 8.0%
Consumer Cyclical 7.9%
Consumer Defensive 3.7%
Energy 3.4%
Utilities 2.2%
Real Estate 1.5%