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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 6 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KO COCA COLA CO Consumer Defensive 3,678.0 $299K 0.11% $81.27 +8.4%
102 VRT VERTIV HOLDINGS CO Industrials 881.0 $295K 0.11% NEW $334.82 -16.2%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 1,596.0 $289K 0.11% $180.91 +0.9%
104 EQIX EQUINIX INC Real Estate 274.0 $286K 0.10% $1042.39 -0.6%
105 DIS DISNEY WALT CO Communication Services 2,860.0 $275K 0.10% $96.25 +9.4%
106 SPG SIMON PPTY GROUP INC NEW Real Estate 1,202.0 $269K 0.10% $223.65 -6.4%
107 NOW SERVICENOW INC Technology 2,661.0 $264K 0.10% $99.28 +42.3%
108 ADI ANALOG DEVICES INC Technology 651.0 $259K 0.10% $397.17 -8.8%
109 NEE NEXTERA ENERGY INC Utilities 2,941.0 $258K 0.10% $87.77 -4.9%
110 SYK STRYKER CORPORATION Healthcare 805.0 $253K 0.09% $314.84 -3.7%
111 FDS FACTSET RESH SYS INC Financial Services 1,096.0 $252K 0.09% -2K -68.3% $230.08 +31.2%
112 TXN TEXAS INSTRS INC Technology 822.0 $245K 0.09% $298.07 -13.3%
113 PLTR PALANTIR TECHNOLOGIES INC Technology 2,056.0 $240K 0.09% $116.67 +49.4%
114 BLK BLACKROCK INC Financial Services 249.0 $239K 0.09% $961.56 +16.7%
115 WFC WELLS FARGO & CO Financial Services 2,891.0 $239K 0.09% $82.64 +8.9%
116 PFE PFIZER INC Healthcare 9,906.0 $239K 0.09% $24.08 +18.1%
117 DHR DANAHER CORP DEL Healthcare 1,245.0 $237K 0.09% $190.48 +9.0%
118 TMO THERMO FISHER SCIENTIFIC INC Healthcare 473.0 $237K 0.09% $501.36 +22.4%
119 ORCL ORACLE CORP Technology 1,606.0 $235K 0.09% $146.55 +8.4%
120 MPWR MONOLITHIC PWR SYS INC Technology 170.0 $235K 0.09% -4K -95.7% $1382.36 -11.5%
Page 6 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%