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Portfolio (Quarterly) Guide ↗

Saranac Partners Ltd

· CIK 0002098745
13F Portfolio $343M AUM 117 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 52 Added 25 Reduced 24 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 2,940.0 $345K 0.10% -105.0 -3.5% $117.46 -6.4%
22 AAXJ ISHARES TR 2,500.0 $298K 0.09% -3K -56.6% $119.33 -2.1%
23 EA ELECTRONIC ARTS INC Communication Services 1,439.0 $295K 0.09% -175.0 -10.8% $205.04 +2.3%
24 GDX VANECK ETF TRUST 3,360.0 $253K 0.07% -50.0 -1.5% $75.43 +32.1%
25 FDX FEDEX CORP Industrials 778.0 $244K 0.07% -57.0 -6.8% $313.13 +5.7%
Page 2 of 2  ·  25 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 37.4%
Healthcare 15.3%
Financial Services 13.9%
Consumer Cyclical 10.5%
Communication Services 8.0%
Industrials 7.1%
Consumer Defensive 3.9%
Basic Materials 3.4%
Energy 0.4%
Utilities 0.1%