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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 3 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 5,987.0 $992K 0.37% $165.76 +25.8%
42 TSLA TESLA INC Consumer Cyclical 2,300.0 $967K 0.36% $420.60 -15.8%
43 GGG GRACO INC Industrials 12,548.0 $949K 0.35% $75.61 +3.0%
44 META META PLATFORMS INC Communication Services 1,632.0 $919K 0.34% $563.29 +9.5%
45 AVB AVALONBAY CMNTYS INC Real Estate 4,846.0 $914K 0.34% $188.69 -2.5%
46 AMD ADVANCED MICRO DEVICES INC Technology 1,427.0 $829K 0.31% $580.91 -17.8%
47 CAT CATERPILLAR INC Industrials 747.0 $795K 0.29% $1064.90 -23.6%
48 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,897.0 $784K 0.29% -8K -50.2% $99.29 -13.6%
49 PLD PROLOGIS INC. Real Estate 5,731.0 $776K 0.29% $135.47 +1.4%
50 LLY ELI LILLY & CO Healthcare 636.0 $763K 0.28% -382.0 -37.5% $1199.43 -4.3%
51 WELL WELLTOWER INC Real Estate 3,297.0 $748K 0.28% $226.97 +4.1%
52 ROL ROLLINS INC Consumer Cyclical 16,089.0 $672K 0.25% NEW $41.74 -14.1%
53 RTX RTX CORPORATION Industrials 3,523.0 $668K 0.25% $189.73 +5.8%
54 CSCO CISCO SYS INC Technology 5,583.0 $656K 0.24% -5K -45.3% $117.46 -7.0%
55 ETN EATON CORP PLC Industrials 1,518.0 $647K 0.24% +23.0 +1.5% $426.12 -3.6%
56 XP XP INC Financial Services 39,449.0 $641K 0.24% +9K +29.4% $16.26 +22.1%
57 JPM JPMORGAN CHASE & CO Financial Services 1,922.0 $629K 0.23% $327.33 +9.6%
58 INTC INTEL CORP Technology 4,486.0 $626K 0.23% $139.63 -31.4%
59 KLAC KLA CORP Technology 2,060.0 $622K 0.23% +2K +900.0% $301.71 -38.5%
60 JCI JOHNSON CONTROLS INTERNATION Industrials 4,053.0 $592K 0.22% +2K +115.5% $146.11 -0.8%
Page 3 of 9  ·  172 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%