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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 8 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHW SCHWAB CHARLES CORP Financial Services 1,726.0 $159K 0.06% $92.27 +18.4%
142 COP CONOCOPHILLIPS Energy 1,429.0 $149K 0.06% -234.0 -14.1% $103.96 +29.1%
143 WMB WILLIAMS COS INC Energy 1,957.0 $145K 0.05% $74.34 -0.3%
144 ISRG INTUITIVE SURGICAL INC Healthcare 363.0 $144K 0.05% $397.68 -7.8%
145 SLB SLB LIMITED Energy 2,995.0 $139K 0.05% $46.49 +23.7%
146 VLO VALERO ENERGY CORP Energy 519.0 $135K 0.05% $260.44 +42.3%
147 MDT MEDTRONIC PLC Healthcare 1,722.0 $135K 0.05% $78.23 +20.4%
148 BKR BAKER HUGHES COMPANY Energy 2,391.0 $133K 0.05% $55.50 +14.4%
149 KMI KINDER MORGAN INC DEL Energy 4,036.0 $129K 0.05% $31.97 -1.8%
150 INTU INTUIT Technology 494.0 $129K 0.05% $261.00 +27.5%
151 PSX PHILLIPS 66 Energy 741.0 $125K 0.05% $169.05 +50.9%
152 VICI VICI PPTYS INC Real Estate 4,675.0 $124K 0.05% $26.55 -4.3%
153 VTR VENTAS INC Real Estate 1,395.0 $124K 0.05% $88.80 +1.7%
154 CCI CROWN CASTLE INC Real Estate 1,604.0 $121K 0.04% $75.73 +0.1%
155 MPC MARATHON PETE CORP Energy 472.0 $121K 0.04% $255.67 +52.1%
156 CBRE CBRE GROUP INC Real Estate 878.0 $118K 0.04% $134.69 +9.8%
157 IRM IRON MTN INC DEL Real Estate 905.0 $114K 0.04% $126.31 -7.5%
158 OKE ONEOK INC NEW Energy 1,192.0 $104K 0.04% $86.94 +9.8%
159 TRGP TARGA RES CORP Energy 377.0 $101K 0.04% $268.14 +8.2%
160 EXR EXTRA SPACE STORAGE INC Real Estate 691.0 $100K 0.04% $145.30 -4.2%
Page 8 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%