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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 5 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 6,278.0 $306K 0.15% -7K -53.5% $48.75 +4.8%
82 KLAC KLA CORP Technology 206.0 $303K 0.14% NEW $1472.41 +32.9%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 2,056.0 $301K 0.14% -27.0 -1.3% $146.28 -9.4%
84 AMD ADVANCED MICRO DEVICES INC Technology 1,427.0 $290K 0.14% NEW $203.43 +143.6%
85 GEV GE VERNOVA INC Utilities 332.0 $290K 0.14% NEW $872.90 +18.2%
86 MRK MERCK & CO INC Healthcare 2,367.0 $285K 0.14% -4K -62.8% $120.29 -0.0%
87 KO COCA COLA CO Consumer Defensive 3,678.0 $280K 0.13% -4K -53.4% $76.05 +7.3%
88 APH AMPHENOL CORP Technology 2,206.0 $279K 0.13% NEW $126.35 +11.0%
89 NOW SERVICENOW INC Technology 2,661.0 $278K 0.13% -1K -33.7% $104.55 -2.3%
90 PFE PFIZER INC Healthcare 9,906.0 $278K 0.13% NEW $28.08 -6.7%
91 DIS DISNEY WALT CO Communication Services 2,860.0 $276K 0.13% -2K -39.1% $96.38 +8.1%
92 NEE NEXTERA ENERGY INC Utilities 2,941.0 $273K 0.13% -4K -56.8% $92.88 -5.6%
93 UNP UNION PAC CORP Industrials 1,116.0 $271K 0.13% -786.0 -41.3% $242.62 +15.2%
94 EQIX EQUINIX INC Real Estate 274.0 $269K 0.13% -764.0 -73.6% $980.24 +9.2%
95 SYK STRYKER CORPORATION Healthcare 805.0 $265K 0.13% NEW $328.59 -6.9%
96 PM PHILIP MORRIS INTL INC Consumer Defensive 1,596.0 $264K 0.12% NEW $165.34 +10.1%
97 C CITIGROUP INC Financial Services 2,321.0 $263K 0.12% NEW $113.41 +10.5%
98 IBM INTERNATIONAL BUSINESS MACHS Technology 1,084.0 $263K 0.12% -1K -49.0% $242.39 +5.3%
99 PANW PALO ALTO NETWORKS INC Technology 1,528.0 $245K 0.12% -393.0 -20.5% $160.32 +55.0%
100 TJX TJX COS INC NEW Consumer Cyclical 1,531.0 $245K 0.12% NEW $159.70 -1.7%
Page 5 of 9  ·  167 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%