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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORPORATION Energy 4,447.0 $737K 0.21% -7K -62.2% $165.76 +21.8%
62 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,556.0 $725K 0.21% +2K +28.1% $95.98 +23.9%
63 JPM JPMORGAN CHASE & CO Financial Services 2,171.0 $711K 0.21% NEW $327.33 +9.3%
64 FXI ISHARES TR 21,530.0 $680K 0.20% +5K +29.2% $31.59 +12.4%
65 CAT CATERPILLAR INC Industrials 632.0 $673K 0.20% NEW $1064.90 -24.9%
66 IGV ISHARES TR 7,200.0 $652K 0.19% -8K -52.2% $90.56 +20.9%
67 TRUP TRUPANION INC Financial Services 24,420.0 $605K 0.18% NEW $24.77 +19.6%
68 GE GE AEROSPACE Industrials 1,610.0 $602K 0.18% NEW $373.73 -8.3%
69 KO COCA COLA CO Consumer Defensive 7,352.0 $597K 0.17% +1K +21.0% $81.27 +10.3%
70 LLY ELI LILLY & CO Healthcare 487.0 $584K 0.17% NEW $1199.43 -2.2%
71 VPL VANGUARD INTL EQUITY INDEX F 4,605.0 $532K 0.15% -7K -59.8% $115.51 -0.2%
72 NVO NOVO-NORDISK A S Healthcare 11,090.0 $532K 0.15% NEW $47.94 -4.9%
73 BERKSHIRE HATHAWAY INC DEL 950.0 $475K 0.14% NEW $500.39
74 MPC MARATHON PETE CORP Energy 1,826.0 $467K 0.14% +485.0 +36.2% $255.67 +44.3%
75 THC TENET HEALTHCARE CORP Healthcare 2,463.0 $461K 0.13% +95.0 +4.0% $187.08 +42.6%
76 JD JD.COM INC Consumer Cyclical 18,017.0 $459K 0.13% NEW $25.48 +12.8%
77 APH AMPHENOL CORP Technology 2,512.0 $443K 0.13% NEW $176.32 -10.5%
78 TEAM ATLASSIAN CORPORATION Technology 5,642.0 $439K 0.13% NEW $77.79 +144.8%
79 C CITIGROUP INC Financial Services 3,100.0 $434K 0.13% -245.0 -7.3% $139.96 -5.1%
80 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,478.0 $429K 0.12% -20K -93.2% $290.59 -9.6%
Page 4 of 6  ·  117 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%