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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 1,473.0 $374K 0.14% $253.97 +8.4%
82 PH PARKER-HANNIFIN CORP Industrials 382.0 $374K 0.14% $978.12 -1.6%
83 DE DEERE & CO Industrials 575.0 $365K 0.14% $634.33 +9.3%
84 AXP AMERICAN EXPRESS CO Financial Services 1,078.0 $365K 0.13% $338.25 -3.6%
85 PG PROCTER & GAMBLE CO Consumer Defensive 2,475.0 $363K 0.13% $146.64 -0.1%
86 UNH UNITEDHEALTH GROUP INC Healthcare 870.0 $362K 0.13% $415.63 -4.4%
87 COF CAPITAL ONE FINL CORP Financial Services 1,786.0 $358K 0.13% $200.62 +9.5%
88 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,723.0 $358K 0.13% -14.0 -0.5% $131.43 +4.3%
89 BAC BANK OF AMER CORP Financial Services 6,278.0 $358K 0.13% $56.98 +10.0%
90 PWR QUANTA SVCS INC Industrials 488.0 $351K 0.13% +218.0 +80.7% $720.04 -13.3%
91 WMT WALMART INC Consumer Defensive 3,076.0 $348K 0.13% $113.26 -5.4%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 8,201.0 $347K 0.13% $42.34 +18.4%
93 HUBB HUBBELL INC Industrials 654.0 $342K 0.13% +423.0 +183.1% $523.20 -11.9%
94 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 361.0 $338K 0.12% $935.47 -2.1%
95 NVT NVENT ELEC PLC Industrials 1,934.0 $328K 0.12% +1K +117.3% $169.61 -8.0%
96 C CITIGROUP INC Financial Services 2,321.0 $325K 0.12% $139.96 -1.6%
97 CLS CELESTICA INC Technology 882.0 $322K 0.12% -1K -54.2% $364.80 -14.4%
98 IBM INTERNATIONAL BUSINESS MACHS Technology 1,084.0 $305K 0.11% $281.21 -16.5%
99 MRK MERCK & CO INC Healthcare 2,367.0 $304K 0.11% $128.50 +17.0%
100 UNP UNION PAC CORP Industrials 1,116.0 $304K 0.11% $272.00 +6.5%
Page 5 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%