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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EA ELECTRONIC ARTS INC Communication Services 1,439.0 $295K 0.09% -175.0 -10.8% $205.04 +2.3%
102 RACE FERRARI N V Consumer Cyclical 779.0 $289K 0.08% NEW $370.83 +13.4%
103 AMT AMERICAN TOWER CORP Real Estate 1,721.0 $282K 0.08% $163.57 +7.7%
104 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,400.0 $280K 0.08% NEW $33.29 +31.9%
105 IEMG ISHARES INC 3,300.0 $273K 0.08% NEW $82.84 -1.2%
106 MFC MANULIFE FINL CORP Financial Services 6,540.0 $265K 0.08% +2K +36.0% $40.54 +5.5%
107 GDX VANECK ETF TRUST 3,360.0 $253K 0.07% -50.0 -1.5% $75.43 +32.1%
108 MELI MERCADOLIBRE INC Consumer Cyclical 144.0 $244K 0.07% NEW $1697.39 +15.8%
109 FDX FEDEX CORP Industrials 778.0 $244K 0.07% -57.0 -6.8% $313.13 +5.7%
110 SYY SYSCO CORP Consumer Defensive 2,890.0 $242K 0.07% NEW $83.58 -2.0%
111 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,195.0 $241K 0.07% +515.0 +30.6% $109.77 -0.2%
112 NU NU HLDGS LTD Financial Services 18,023.0 $241K 0.07% NEW $13.36 +7.0%
113 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,075.0 $241K 0.07% NEW $223.95 +28.4%
114 LITE LUMENTUM HLDGS INC Technology 280.0 $240K 0.07% NEW $858.06 +4.3%
115 WISE GROUP PLC 18,284.0 $218K 0.06% NEW $11.91
116 QQQ INVESCO QQQ TR Financial Services 294.0 $213K 0.06% NEW $724.08 -1.1%
117 AEP AMERICAN ELEC PWR CO INC Utilities 1,515.0 $207K 0.06% NEW $136.81 -10.6%
Page 6 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%