Fund Holdings

Bank Julius Baer & Co. Ltd, Zurich

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
ASTRAZENECA PLC01,866,132+1,866,1320367,201,141+367,201,141
CONOCOPHILLIPS03,457,318+3,457,3180456,880,109+456,880,109
JOHNSON & JOHNSON02,765,022+2,765,0220674,733,443+674,733,443
WALMART INC04,713,255+4,713,2550585,080,967+585,080,967
LAM RESEARCH CORP02,211,855+2,211,8550466,424,463+466,424,463
CME GROUP INC01,361,434+1,361,4340402,585,446+402,585,446
KLA CORP0129,691+129,6910188,645,632+188,645,632
CISCO SYS INC06,087,517+6,087,5170471,653,277+471,653,277
CATERPILLAR INC0660,444+660,4440462,708,823+462,708,823
BANK AMERICA CORP04,388,492+4,388,4920212,487,672+212,487,672
MERCK & CO INC03,700,222+3,700,2220443,265,759+443,265,759
EXXON MOBIL CORP02,057,493+2,057,4930350,021,902+350,021,902
TERADYNE INC0384,899+384,8990111,638,750+111,638,750
APPLIED MATLS INC01,175,704+1,175,7040398,097,874+398,097,874
TJX COS INC NEW0529,833+529,833084,200,026+84,200,026
ARISTA NETWORKS INC0621,991+621,991075,459,656+75,459,656
SOUTHERN COPPER CORP0403,722+403,722068,411,270+68,411,270
WABTEC0277,619+277,619068,539,166+68,539,166
COCA COLA CO03,929,505+3,929,5050299,031,266+299,031,266
AMPHENOL CORP01,690,500+1,690,5000211,060,667+211,060,667
PARKER-HANNIFIN CORP070,675+70,675062,767,149+62,767,149
HOWMET AEROSPACE INC0280,234+280,234064,144,745+64,144,745
WELLS FARGO & CO03,508,608+3,508,6080277,347,883+277,347,883
TOTALENERGIES SE01,881,590+1,881,5900168,879,534+168,879,534
CHEVRON CORPORATION0661,280+661,2800137,494,956+137,494,956
COSTCO WHOLESALE CORPORATION0490,078+490,0780488,306,898+488,306,898
EATON CORP PLC0596,945+596,9450211,825,614+211,825,614
NEXTERA ENERGY INC01,147,383+1,147,3830106,345,692+106,345,692
EOG RES INC0789,717+789,7170115,665,783+115,665,783
VANECK ETF TRUST01,056,750+1,056,750026,535,003+26,535,003
ANALOG DEVICES INC0609,529+609,5290191,922,482+191,922,482
VERIZON COMMUNICATIONS INC02,713,229+2,713,2290136,305,337+136,305,337
ISHARES INC0370,221+370,221020,950,826+20,950,826
ISHARES TR0535,833+535,833019,032,778+19,032,778
SCHWAB CHARLES CORP01,914,767+1,914,7670179,503,813+179,503,813
ISHARES TR0236,437+236,437018,089,785+18,089,785
GE VERNOVA INC019,063+19,063016,156,504+16,156,504
QUANTA SVCS INC043,839+43,839023,836,062+23,836,062
TESLA INC0112,604+112,604041,212,471+41,212,471
ADVANCED MICRO DEVICES INC0169,645+169,645034,318,387+34,318,387
LINDE PLC0749,933+749,9330372,138,491+372,138,491
MARRIOTT INTL INC NEW0303,674+303,674098,824,644+98,824,644
MCDONALDS CORP0203,621+203,621063,236,030+63,236,030
LOGITECH INTL S A0940,518+940,518085,240,475+85,240,475
BHP BILLITON LIMITED0409,811+409,811029,791,459+29,791,459
WASTE MGMT INC DEL0541,833+541,8330124,488,277+124,488,277
HONEYWELL INTL INC0393,698+393,698088,939,571+88,939,571
MICRON TECHNOLOGY INC0119,336+119,336040,316,416+40,316,416
BRISTOL-MYERS SQUIBB CO01,280,971+1,280,971077,227,013+77,227,013
EQT CORP0989,118+989,118063,226,643+63,226,643
ISHARES INC01,115,399+1,115,399042,820,169+42,820,169
AGNICO EAGLE MINES LTD047,191+47,19109,209,657+9,209,657
CAMECO CORP083,218+83,21808,706,133+8,706,133
FASTENAL CO02,221,661+2,221,6610102,341,603+102,341,603
SOUTHERN CO0734,266+734,266070,988,127+70,988,127
KEYSIGHT TECHNOLOGIES INC048,113+48,113013,143,336+13,143,336
VANECK ETF TRUST084,917+84,91707,792,833+7,792,833
XYLEM INC0146,425+146,425017,459,326+17,459,326
VANECK ETF TRUST02,387,127+2,387,127030,555,228+30,555,228
EA SERIES TRUST0119,500+119,50006,530,672+6,530,672
MACOM TECH SOLUTIONS HLDGS I030,501+30,50106,483,640+6,483,640
DUKE ENERGY CORP NEW0501,859+501,859065,840,395+65,840,395
VERTIV HOLDINGS CO065,927+65,927015,764,892+15,764,892
ABBVIE INC0124,985+124,985027,051,730+27,051,730
EMERSON ELEC CO01,811,452+1,811,4520233,575,038+233,575,038
CARPENTER TECHNOLOGY CORP015,292+15,29205,780,387+5,780,387
FABRINET011,325+11,32505,675,762+5,675,762
ISHARES INC02,882,522+2,882,522066,557,423+66,557,423
AMKOR TECHNOLOGY INC0127,933+127,93305,432,234+5,432,234
CLOUDFLARE INC063,030+63,030012,560,612+12,560,612
SYNOPSYS INC015,777+15,77706,122,925+6,122,925
FERROVIAL SE088,596+88,59605,641,115+5,641,115
MP MATERIALS CORP0107,039+107,03904,967,712+4,967,712
ISHARES TR0146,930+146,93005,120,499+5,120,499
FREEPORT MCMORAN INC0154,964+154,96409,004,771+9,004,771
QNITY ELECTRONICS INC044,091+44,09104,843,143+4,843,143
ELI LILLY & CO0885,763+885,7630808,981,658+808,981,658
DEVON ENERGY CORP NEW087,467+87,46704,502,965+4,502,965
ROBINHOOD MKTS INC073,032+73,03204,873,711+4,873,711
CONSTELLATION ENERGY CORP014,867+14,86704,348,712+4,348,712
ALNYLAM PHARMACEUTICALS INC013,281+13,28104,256,625+4,256,625
NATERA INC029,412+29,41205,643,878+5,643,878
KT CORP0195,541+195,54104,137,648+4,137,648
TEMPUS AI INC093,625+93,62504,047,878+4,047,878
NU HLDGS LTD0293,439+293,43904,039,241+4,039,241
NEWMONT CORP089,395+89,39509,609,159+9,609,159
UNITED RENTALS INC05,590+5,59004,003,205+4,003,205
FUTU HLDGS LTD029,879+29,87903,973,758+3,973,758
ISHARES TR025,260+25,26006,264,475+6,264,475
PROCTER & GAMBLE CO04,518,708+4,518,7080652,914,209+652,914,209
INVESCO EXCHANGE TRADED FD T035,050+35,05006,726,750+6,726,750
NRG ENERGY INC032,837+32,83704,643,216+4,643,216
SOFI TECHNOLOGIES INC0230,649+230,64903,543,912+3,543,912
SLB LIMITED074,798+74,79803,843,885+3,843,885
SPDR GOLD TR018,712+18,71208,051,517+8,051,517
RIO TINTO PLC061,055+61,05505,695,803+5,695,803
CBRE GROUP INC0127,061+127,061017,211,632+17,211,632
PUBLIC STORAGE OPER CO0316,478+316,478085,018,496+85,018,496
GOLDMAN SACHS GROUP INC05,297+5,29704,481,569+4,481,569
ALCON AG01,599,496+1,599,4960120,041,514+120,041,514
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