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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PSX PHILLIPS 66 Energy 741.0 $135K 0.06% +34.0 +4.8% $182.18 -4.1%
142 QCOM QUALCOMM INC Technology 1,046.0 $135K 0.06% -47K -97.8% $128.78 +81.2%
143 CCI CROWN CASTLE INC Real Estate 1,604.0 $130K 0.06% +338.0 +26.7% $81.31 +11.8%
144 VLO VALERO ENERGY CORP Energy 519.0 $128K 0.06% -50.0 -8.8% $247.08 -2.7%
145 VICI VICI PPTYS INC Real Estate 4,675.0 $128K 0.06% +2K +48.4% $27.32 +4.8%
146 CBRE CBRE GROUP INC Real Estate 878.0 $119K 0.06% $135.46 -3.9%
147 MPC MARATHON PETE CORP Energy 472.0 $115K 0.06% -98.0 -17.2% $244.18 +1.2%
148 VTR VENTAS INC Real Estate 1,395.0 $114K 0.05% +111.0 +8.6% $81.78 +7.7%
149 BSX BOSTON SCIENTIFIC CORP Healthcare 1,787.0 $112K 0.05% NEW $62.75 -19.6%
150 HUBB HUBBELL INC Industrials 231.0 $111K 0.05% NEW $478.70 +1.2%
151 ABT ABBOTT LABORATORIES Healthcare 1,061.0 $109K 0.05% -3K -74.5% $102.67 -16.5%
152 OKE ONEOK INC NEW Energy 1,192.0 $108K 0.05% +167.0 +16.3% $90.39 -2.4%
153 EOG EOG RES INC Energy 715.0 $103K 0.05% $144.57 -7.1%
154 NVT NVENT ELEC PLC Industrials 890.0 $102K 0.05% NEW $114.71 +46.3%
155 HAL HALLIBURTON CO Energy 2,510.0 $98K 0.05% NEW $38.99 +1.6%
156 TRGP TARGA RES CORP Energy 377.0 $95K 0.04% +7.0 +1.9% $250.73 +5.2%
157 IRM IRON MTN INC DEL Real Estate 905.0 $92K 0.04% $102.14 +24.3%
158 EXR EXTRA SPACE STORAGE INC Real Estate 691.0 $91K 0.04% +56.0 +8.8% $131.13 +10.1%
159 APTIV PLC 1,183.0 $80K 0.04% NEW $67.63
160 SBAC SBA COMMUNICATIONS CORP Real Estate 410.0 $71K 0.03% +60.0 +17.1% $172.11 +16.3%
Page 8 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%