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Portfolio (Quarterly) Guide ↗

Saranac Partners Ltd

· CIK 0002098745
13F Portfolio $234M AUM 103 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 34 Added 33 Reduced 8 Exited
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 THC TENET HEALTHCARE CORP Healthcare 2,368.0 $462K 0.20% -95.0 -3.9% $195.09 -10.9%
62 AAXJ ISHARES TR 5,755.0 $461K 0.20% +3K +130.2% $80.05 +42.5%
63 ABT ABBOTT LABORATORIES Healthcare 11,830.0 $443K 0.19% +7K +172.9% $37.45 +133.4%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,181.0 $438K 0.19% +375.0 +5.5% $61.02 -2.6%
65 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 19,893.0 $410K 0.17% NEW $20.59 +238.5%
66 LRCX LAM RESEARCH CORP Technology 1,733.0 $401K 0.17% -467.0 -21.2% $231.33 +32.0%
67 CENTRAIS ELET BRAS SA 34,794.0 $392K 0.17% NEW $11.28
68 MPC MARATHON PETE CORP Energy 1,341.0 $392K 0.17% -485.0 -26.6% $292.14 -12.8%
69 NVDA NVIDIA CORPORATION Technology 9,990.0 $367K 0.16% NEW $36.75 +485.9%
70 EA ELECTRONIC ARTS INC Communication Services 1,614.0 $355K 0.15% +175.0 +12.2% $220.22 -8.7%
71 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,418.0 $351K 0.15% -290.0 -7.8% $102.83 -8.5%
72 FERG FERGUSON ENTERPRISES INC Industrials 1,440.0 $349K 0.15% -185.0 -11.4% $242.04 -7.7%
73 C CITIGROUP INC Financial Services 3,345.0 $344K 0.15% NEW $102.91 +21.6%
74 FDX FEDEX CORP Industrials 835.0 $340K 0.14% +57.0 +7.3% $407.19 -3.2%
75 VOO VANGUARD INDEX FDS 2,929.0 $335K 0.14% +406.0 +16.1% $114.21 +500.2%
76 GDX VANECK ETF TRUST 3,410.0 $331K 0.14% NEW $97.14 -12.5%
77 HD HOME DEPOT INC Consumer Cyclical 1,790.0 $318K 0.14% +792.0 +79.4% $177.70 +76.2%
78 HON HONEYWELL INTL INC Industrials 1,305.0 $309K 0.13% -142.0 -9.8% $236.66 -3.7%
79 CSCO CISCO SYS INC Technology 3,045.0 $283K 0.12% -680.0 -18.3% $92.87 +29.7%
80 AMT AMERICAN TOWER CORP Real Estate 1,727.0 $281K 0.12% $162.96 +12.8%
Page 4 of 6  ·  103 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 33.5%
Healthcare 15.9%
Financial Services 13.9%
Consumer Cyclical 12.2%
Communication Services 9.4%
Industrials 7.0%
Consumer Defensive 4.3%
Basic Materials 3.0%
Energy 0.5%
Real Estate 0.1%