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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 9 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WY WEYERHAEUSER CO Real Estate 2,712.0 $66K 0.03% +326.0 +13.7% $24.43 -2.5%
162 OXY OCCIDENTAL PETE CORP Energy 910.0 $59K 0.03% +456.0 +100.4% $65.00 -12.5%
163 CSGP COSTAR GROUP INC Real Estate 1,279.0 $52K 0.03% +35.0 +2.8% $40.34 -19.9%
164 EQT EQT CORP Energy 787.0 $50K 0.02% +444.0 +129.4% $63.64 -13.3%
165 FANG DIAMONDBACK ENERGY INC Energy 231.0 $46K 0.02% NEW $197.79 -2.5%
166 DVN DEVON ENERGY CORP NEW Energy 724.0 $36K 0.02% NEW $50.32 -12.0%
167 GFI GOLD FIELDS LTD Basic Materials 575.0 $26K 0.01% NEW $45.40 -13.0%
Page 9 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%