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Portfolio (Quarterly) Guide ↗

Eurizon SLJ Capital Ltd

· CIK 0002107309
13F Portfolio $271M AUM 172 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 18 Added 34 Reduced 7 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 636.0 $763K 0.28% -382.0 -37.5% $1199.43 -4.3%
22 CSCO CISCO SYS INC Technology 5,583.0 $656K 0.24% -5K -45.3% $117.46 -7.0%
23 CRUS CIRRUS LOGIC INC Technology 2,693.0 $400K 0.15% -2K -45.3% $148.53 -23.8%
24 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,723.0 $358K 0.13% -14.0 -0.5% $131.43 +4.3%
25 CLS CELESTICA INC Technology 882.0 $322K 0.12% -1K -54.2% $364.80 -14.4%
26 FDS FACTSET RESH SYS INC Financial Services 1,096.0 $252K 0.09% -2K -68.3% $230.08 +31.2%
27 MPWR MONOLITHIC PWR SYS INC Technology 170.0 $235K 0.09% -4K -95.7% $1382.36 -11.5%
28 EME EMCOR GROUP INC Industrials 259.0 $215K 0.08% -296.0 -53.3% $829.88 -9.1%
29 COP CONOCOPHILLIPS Energy 1,429.0 $149K 0.06% -234.0 -14.1% $103.96 +29.1%
30 EOG EOG RES INC Energy 594.0 $77K 0.03% -121.0 -16.9% $129.73 +11.9%
31 OXY OCCIDENTAL PETE CORP Energy 734.0 $36K 0.01% -176.0 -19.3% $48.57 +23.6%
32 FANG DIAMONDBACK ENERGY INC Energy 199.0 $35K 0.01% -32.0 -13.8% $175.78 +13.3%
33 EQT EQT CORP Energy 647.0 $34K 0.01% -140.0 -17.8% $53.17 +3.8%
34 DVN DEVON ENERGY CORP NEW Energy 623.0 $26K 0.01% -101.0 -13.9% $41.32 +16.3%
Page 2 of 2  ·  34 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 41.9%
Financial Services 13.3%
Healthcare 12.3%
Industrials 11.1%
Communication Services 8.4%
Consumer Cyclical 7.8%
Real Estate 1.8%
Energy 1.5%
Basic Materials 1.0%
Consumer Defensive 0.7%