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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 6 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JCI JOHNSON CONTROLS INTERNATION Industrials 1,881.0 $241K 0.12% NEW $128.13 +5.9%
102 CRM SALESFORCE INC Technology 1,289.0 $241K 0.11% -612.0 -32.2% $186.67 -2.8%
103 BLK BLACKROCK INC Financial Services 249.0 $239K 0.11% NEW $961.71 +9.8%
104 AMT AMERICAN TOWER CORP Real Estate 1,387.0 $239K 0.11% +153.0 +12.4% $172.58 +8.2%
105 ORCL ORACLE CORP Technology 1,606.0 $236K 0.11% -2K -53.4% $147.11 +34.7%
106 DHR DANAHER CORP DEL Healthcare 1,245.0 $236K 0.11% NEW $189.60 -6.0%
107 UNH UNITEDHEALTH GROUP INC Healthcare 870.0 $235K 0.11% -614.0 -41.4% $270.59 +42.9%
108 TMO THERMO FISHER SCIENTIFIC INC Healthcare 473.0 $232K 0.11% +221.0 +87.7% $491.53 -3.3%
109 WFC WELLS FARGO & CO Financial Services 2,891.0 $230K 0.11% -4K -60.4% $79.61 -3.0%
110 T AT&T INC Communication Services 7,822.0 $227K 0.11% -12K -59.9% $28.99 -13.4%
111 SPG SIMON PPTY GROUP INC NEW Real Estate 1,202.0 $224K 0.11% +311.0 +34.9% $186.53 +9.8%
112 LOW LOWES COS INC Consumer Cyclical 948.0 $224K 0.11% NEW $236.28 -8.4%
113 COP CONOCOPHILLIPS Energy 1,663.0 $220K 0.10% -825.0 -33.2% $132.00 -11.8%
114 AMGN AMGEN INC Healthcare 618.0 $217K 0.10% NEW $351.85 -4.8%
115 BKNG BOOKING HOLDINGS INC Consumer Cyclical 51.0 $215K 0.10% -33.0 -39.3% $4210.31 -96.0%
116 GILD GILEAD SCIENCES INC Healthcare 1,533.0 $214K 0.10% NEW $139.37 -4.1%
117 INTU INTUIT Technology 494.0 $214K 0.10% NEW $432.38 -26.8%
118 MCD MCDONALDS CORP Consumer Cyclical 680.0 $211K 0.10% -1K -61.0% $310.79 -10.3%
119 CRWD CROWDSTRIKE HLDGS INC Technology 531.0 $207K 0.10% NEW $390.41 +66.5%
120 ADI ANALOG DEVICES INC Technology 651.0 $207K 0.10% NEW $318.14 +28.3%
Page 6 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%