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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 7 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,275.0 $227K 0.08% +1K +2400.0% $178.24 +8.4%
122 AMT AMERICAN TOWER CORP Real Estate 1,387.0 $227K 0.08% $163.57 +7.5%
123 AMGN AMGEN INC Healthcare 618.0 $224K 0.08% $362.12 +20.7%
124 GE GE AEROSPACE Industrials 594.0 $222K 0.08% $373.73 -9.8%
125 EME EMCOR GROUP INC Industrials 259.0 $215K 0.08% -296.0 -53.3% $829.88 -9.1%
126 LOW LOWES COS INC Consumer Cyclical 948.0 $209K 0.08% $220.49 -7.3%
127 CRM SALESFORCE INC Technology 1,289.0 $202K 0.07% $156.66 +65.5%
128 O REALTY INCOME CORP Real Estate 3,198.0 $198K 0.07% $61.96 -1.1%
129 GILD GILEAD SCIENCES INC Healthcare 1,533.0 $194K 0.07% $126.34 +19.5%
130 QCOM QUALCOMM INC Technology 1,046.0 $193K 0.07% $184.79 -8.7%
131 UBER UBER TECHNOLOGIES INC Technology 2,589.0 $187K 0.07% $72.16 +5.0%
132 MCD MCDONALDS CORP Consumer Cyclical 680.0 $184K 0.07% $270.31 -5.4%
133 DLR DIGITAL RLTY TR INC Real Estate 995.0 $179K 0.07% $179.58 +4.9%
134 PEP PEPSICO INC Consumer Defensive 1,287.0 $174K 0.06% $135.40 +1.6%
135 GFI GOLD FIELDS LTD Basic Materials 5,144.0 $173K 0.06% +5K +794.6% $33.59 +41.1%
136 PSA PUBLIC STORAGE Real Estate 518.0 $165K 0.06% $318.31 -5.1%
137 EQR EQUITY RESIDENTIAL Real Estate 2,427.0 $165K 0.06% $67.93 -6.3%
138 SPGI S&P GLOBAL INC Financial Services 402.0 $164K 0.06% $407.26 +8.9%
139 CMCSA COMCAST CORP NEW Communication Services 6,656.0 $163K 0.06% $24.55 +7.9%
140 T AT&T INC Communication Services 7,822.0 $162K 0.06% $20.70 +24.0%
Page 7 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%