Fund Holdings — Bank Julius Baer & Co. Ltd, Zurich

Total Portfolio Value
$33.15B
Total Bought
$4.44B
Total Sold
$7.22B
Net Transaction
-$2.78B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ASTRAZENECA PLC(AZN)01,866,132+1,866,1320367,2011.11%+367,201
CONOCOPHILLIPS(COP)1,456,8813,457,318+2,000,437136,463456,8801.38%+320,417
INTUITIVE SURGICAL INC813695,468+694,65518319,4740.96%+319,456
JOHNSON & JOHNSON(JNJ)1,787,4272,765,022+977,595369,865674,7332.04%+304,869
WALMART INC(WMT)3,171,8424,713,255+1,541,413353,598585,0811.76%+231,483
LAM RESEARCH CORP(LRCX)1,634,5052,211,855+577,350280,590466,4241.41%+185,834
CME GROUP INC(CME)801,2831,361,434+560,151218,866402,5851.21%+183,719
KLA CORP(KLAC)22,508129,691+107,18327,470188,6460.57%+161,176
CISCO SYS INC(CSCO)4,084,9656,087,517+2,002,552314,925471,6531.42%+156,728
CATERPILLAR INC(CAT)549,879660,444+110,565315,403462,7091.40%+147,306
BANK AMERICA CORP1,348,8604,388,492+3,039,63274,319212,4880.64%+138,168
MERCK & CO INC(MRK)3,163,3313,700,222+536,891333,568443,2661.34%+109,698
EXXON MOBIL CORP2,028,5292,057,493+28,964244,456350,0221.06%+105,566
TERADYNE INC(TER)94,854384,899+290,04518,567111,6390.34%+93,072
APPLIED MATLS INC1,217,8291,175,704-42,125313,558398,0981.20%+84,539
TJX COS INC NEW(TJX)14,806529,833+515,0272,27484,2000.25%+81,926
ARISTA NETWORKS INC(ANET)3,337621,991+618,65443775,4600.23%+75,022
SOUTHERN COPPER CORP(SCCO)0403,722+403,722068,4110.21%+68,411
WABTEC(WAB)694277,619+276,92514868,5390.21%+68,391
COCA COLA CO(KO)3,334,6533,929,505+594,852233,228299,0310.90%+65,804
AMPHENOL CORP1,084,3501,690,500+606,150146,852211,0610.64%+64,208
PARKER-HANNIFIN CORP(PH)1,38870,675+69,2871,22062,7670.19%+61,547
HOWMET AEROSPACE INC(HWM)16,113280,234+264,1213,33264,1450.19%+60,813
WELLS FARGO & CO(WFC)2,361,2173,508,608+1,147,391220,755277,3480.84%+56,593
TOTALENERGIES SE(TTE)1,742,9531,881,590+138,637112,470168,8800.51%+56,410
CHEVRON CORPORATION(CVX)557,383661,280+103,89784,904137,4950.41%+52,591
COSTCO WHOLESALE CORPORATION(COST)505,645490,078-15,567436,237488,3071.47%+52,070
EATON CORP PLC(ETN)536,723596,945+60,222171,176211,8260.64%+40,649
NEXTERA ENERGY INC(NEE)826,9221,147,383+320,46166,448106,3460.32%+39,898
EOG RES INC(EOG)789,139789,717+57883,045115,6660.35%+32,620
VANECK ETF TRUST
JP MRGAN EM LOC
01,056,750+1,056,750026,5350.08%+26,535
ANALOG DEVICES INC(ADI)620,413609,529-10,884168,683191,9220.58%+23,240
VERIZON COMMUNICATIONS INC(VZ)2,803,5622,713,229-90,333114,156136,3050.41%+22,149
ISHARES INC
MSCI GBL ETF NEW
0370,221+370,221020,9510.06%+20,951
ISHARES TR0535,833+535,833019,0330.06%+19,033
SCHWAB CHARLES CORP(SCHW)1,609,3991,914,767+305,368161,068179,5040.54%+18,436
ISHARES TR
CORE MSCI PAC
0236,437+236,437018,0900.05%+18,090
GE VERNOVA INC(GEV)86619,063+18,19756616,1570.05%+15,591
QUANTA SVCS INC20,47243,839+23,3678,72123,8360.07%+15,115
TESLA INC(TSLA)58,609112,604+53,99526,35841,2120.12%+14,855
ADVANCED MICRO DEVICES INC(AMD)98,090169,645+71,55521,00734,3180.10%+13,311
LINDE PLC(LIN)841,188749,933-91,255358,890372,1381.12%+13,248
MARRIOTT INTL INC NEW(MAR)276,858303,674+26,81685,94198,8250.30%+12,883
MCDONALDS CORP(MCD)164,778203,621+38,84350,39663,2360.19%+12,840
LOGITECH INTL S A
SHS
724,316940,518+216,20273,00385,2400.26%+12,238
BHP BILLITON LIMITED306,229409,811+103,58218,48729,7910.09%+11,304
WASTE MGMT INC DEL(WM)515,778541,833+26,055113,369124,4880.38%+11,119
HONEYWELL INTL INC(HON)403,047393,698-9,34978,64988,9400.27%+10,290
MICRON TECHNOLOGY INC(MU)106,233119,336+13,10330,32040,3160.12%+9,997
BRISTOL-MYERS SQUIBB CO(BMY)1,245,0411,280,971+35,93067,28077,2270.23%+9,947
EQT CORP(EQT)988,308989,118+81053,32563,2270.19%+9,901
ISHARES INC1,042,3341,115,399+73,06533,11542,8200.13%+9,705
AGNICO EAGLE MINES LTD(AEM)70147,191+46,4901199,2100.03%+9,091
CAMECO CORP(CCJ)083,218+83,21808,7060.03%+8,706
FASTENAL CO(FAST)2,337,7222,221,661-116,06194,253102,3420.31%+8,089
SOUTHERN CO(SO)721,571734,266+12,69563,02370,9880.21%+7,965
KEYSIGHT TECHNOLOGIES INC(KEYS)26,02648,113+22,0875,34213,1430.04%+7,801
VANECK ETF TRUST
GOLD MINERS ETF
084,917+84,91707,7930.02%+7,793
XYLEM INC(XYL)72,120146,425+74,3059,89117,4590.05%+7,568
VANECK ETF TRUST
BDC INCOME ETF
1,671,1972,387,127+715,93023,69830,5550.09%+6,858
EA SERIES TRUST
FREEDOM 100 EM
0119,500+119,50006,5310.02%+6,531
MACOM TECH SOLUTIONS HLDGS I(MTSI)030,501+30,50106,4840.02%+6,484
DUKE ENERGY CORP NEW(DUK)505,891501,859-4,03259,37665,8400.20%+6,464
VERTIV HOLDINGS CO(VRT)57,36165,927+8,5669,38015,7650.05%+6,385
ABBVIE INC(ABBV)90,857124,985+34,12820,78727,0520.08%+6,265
EMERSON ELEC CO(EMR)1,707,8731,811,452+103,579227,783233,5750.70%+5,792
CARPENTER TECHNOLOGY CORP(CRS)015,292+15,29205,7800.02%+5,780
FABRINET(FN)32511,325+11,0001485,6760.02%+5,528
ISHARES INC2,873,5072,882,522+9,01561,06266,5570.20%+5,495
AMKOR TECHNOLOGY INC0127,933+127,93305,4320.02%+5,432
CLOUDFLARE INC(NET)37,07263,030+25,9587,34812,5610.04%+5,212
SYNOPSYS INC(SNPS)2,00615,777+13,7719426,1230.02%+5,180
FERROVIAL SE
ORD SHS
10,21088,596+78,3866605,6410.02%+4,981
MP MATERIALS CORP(MP)0107,039+107,03904,9680.01%+4,968
ISHARES TR6,550146,930+140,3802435,1200.02%+4,878
FREEPORT MCMORAN INC(FCX)81,523154,964+73,4414,1419,0050.03%+4,864
QNITY ELECTRONICS INC(Q)1,17144,091+42,920964,8430.01%+4,748
ELI LILLY & CO(LLY)748,090885,763+137,673804,393808,9822.44%+4,589
DEVON ENERGY CORP NEW(DVN)087,467+87,46704,5030.01%+4,503
ROBINHOOD MKTS INC(HOOD)4,44273,032+68,5905024,8740.01%+4,371
CONSTELLATION ENERGY CORP(CEG)014,867+14,86704,3490.01%+4,349
ALNYLAM PHARMACEUTICALS INC(ALNY)013,281+13,28104,2570.01%+4,257
NATERA INC(NTRA)6,50529,412+22,9071,4905,6440.02%+4,154
KT CORP(KT)0195,541+195,54104,1380.01%+4,138
TEMPUS AI INC(TEM)093,625+93,62504,0480.01%+4,048
NU HLDGS LTD(NU)0293,439+293,43904,0390.01%+4,039
NEWMONT CORP(NEM)55,88789,395+33,5085,5809,6090.03%+4,029
UNITED RENTALS INC(URI)145,590+5,576114,0030.01%+3,992
FUTU HLDGS LTD(FUTU)029,879+29,87903,9740.01%+3,974
ISHARES TR9,98625,260+15,2742,4586,2640.02%+3,806
PROCTER & GAMBLE CO(PG)4,525,6634,518,708-6,955649,115652,9141.97%+3,799
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
16,18035,050+18,8703,1006,7270.02%+3,627
NRG ENERGY INC(NRG)6,50032,837+26,3371,0344,6430.01%+3,609
SOFI TECHNOLOGIES INC(SOFI)800230,649+229,849213,5440.01%+3,523
SLB LIMITED(SLB)8,97874,798+65,8203453,8440.01%+3,499
SPDR GOLD TR(GLD)11,50718,712+7,2054,5608,0520.02%+3,491
RIO TINTO PLC(RIO)32,22361,055+28,8322,5795,6960.02%+3,117
CBRE GROUP INC(CBRE)87,792127,061+39,26914,11617,2120.05%+3,096
PUBLIC STORAGE OPER CO(PSA)315,312316,478+1,16682,02085,0180.26%+2,998
GOLDMAN SACHS GROUP INC(GS)1,7135,297+3,5841,5064,4820.01%+2,976
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Bank Julius Baer & Co. Ltd, Zurich — 13F Holdings — Q1 2026 | TickerTrail