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Portfolio (Quarterly) Guide ↗

Eurizon SLJ Capital Ltd

· CIK 0002107309
13F Portfolio $210M AUM 167 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 40 Added 71 Reduced 22 Exited
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 7,822.0 $227K 0.11% -12K -59.9% $28.99 -14.1%
62 COP CONOCOPHILLIPS Energy 1,663.0 $220K 0.10% -825.0 -33.2% $132.00 -13.0%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 51.0 $215K 0.10% -33.0 -39.3% $4210.31 -96.0%
64 MCD MCDONALDS CORP Consumer Cyclical 680.0 $211K 0.10% -1K -61.0% $310.79 -10.4%
65 UBER UBER TECHNOLOGIES INC Technology 2,589.0 $186K 0.09% -7K -72.0% $71.93 -2.5%
66 SPGI S&P GLOBAL INC Financial Services 402.0 $171K 0.08% -510.0 -55.9% $425.34 -1.2%
67 ISRG INTUITIVE SURGICAL INC Healthcare 363.0 $167K 0.08% -524.0 -59.1% $460.99 -8.3%
68 QCOM QUALCOMM INC Technology 1,046.0 $135K 0.06% -47K -97.8% $128.78 +89.7%
69 VLO VALERO ENERGY CORP Energy 519.0 $128K 0.06% -50.0 -8.8% $247.08 -2.0%
70 MPC MARATHON PETE CORP Energy 472.0 $115K 0.06% -98.0 -17.2% $244.18 +2.7%
71 ABT ABBOTT LABORATORIES Healthcare 1,061.0 $109K 0.05% -3K -74.5% $102.67 -16.4%
Page 4 of 4  ·  71 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 38.7%
Financial Services 14.9%
Communication Services 12.4%
Industrials 11.3%
Healthcare 11.0%
Consumer Cyclical 5.8%
Energy 2.3%
Real Estate 2.1%
Consumer Defensive 0.9%
Basic Materials 0.5%