Fund Holdings

Union Bancaire Privee, UBP SA

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR101,05687,125-13,9311,227,499561,850,0666.14%+560,622,567
APPLIED MATLS INC156,795164,416+7,621224,727,505488,832,0375.35%+264,104,532
APPLE INC(AAPL)1,135,9581,278,349+142,391280,599,580359,492,3653.93%+78,892,785
CISCO SYS INC(CSCO)567,092505,296-61,79692,463,509170,012,5741.86%+77,549,065
ALPHABET INC(GOOG)1,170,8421,074,943-95,899304,857,055373,780,3664.09%+68,923,311
MICRON TECHNOLOGY INC(MU)128,04298,712-29,33040,728,925105,145,3781.15%+64,416,453
AMAZON COM INC(AMZN)1,343,1861,325,519-17,667241,430,197291,180,2043.18%+49,750,007
ADVANCED MICRO DEVICES INC(AMD)124,057144,908+20,85122,296,91769,055,9780.76%+46,759,061
NVIDIA CORPORATION(NVDA)1,977,3781,961,005-16,373326,434,800372,552,6424.07%+46,117,842
TAIWAN SEMICONDUCTOR MFG LTD(TSM)623,842550,730-73,112189,210,269233,525,8062.55%+44,315,537
COCA COLA CO(KO)515,428945,708+430,28047,194,18387,435,6130.96%+40,241,430
ELI LILLY & CO(LLY)101,232104,844+3,61291,012,810129,413,3131.42%+38,400,503
GOLDMAN SACHS GROUP INC(GS)101,591125,190+23,59978,254,819116,619,0741.28%+38,364,255
CATERPILLAR INC(CAT)53,04865,464+12,41637,290,71172,337,9260.79%+35,047,215
QUANTA SVCS INC116,819140,151+23,33263,073,04697,381,4731.07%+34,308,427
VISA INC(V)511,436535,972+24,536155,669,061187,349,3322.05%+31,680,271
BROADCOM INC(AVGO)648,497596,412-52,085198,244,793229,865,0682.51%+31,620,275
JPMORGAN CHASE & CO.(JPM)564,212570,073+5,861152,021,048180,307,0131.97%+28,285,965
NEXTERA ENERGY INC(NEE)710,5891,020,667+310,07863,679,81788,226,3210.96%+24,546,504
MAIN STR CAP CORP(MAIN)2,9422,9420151,95424,271,8010.27%+24,119,847
WALMART INC(WMT)384,034615,489+231,45553,530,75774,953,6310.82%+21,422,874
BLUE OWL CAPITAL CORPORATION(OBDC)12,22612,2260133,14121,395,1660.23%+21,262,025
INTERNATIONAL BUSINESS MACHS(IBM)18,25269,416+51,1644,629,77824,416,8620.27%+19,787,084
FS KKR CAP CORP(FSK)11,75911,7590119,70719,779,1550.22%+19,659,448
ISHARES INC22,796124,286+101,4902,549,92821,922,6300.24%+19,372,702
ORACLE CORP(ORCL)133,744236,753+103,00954,727,99773,870,9970.81%+19,143,000
GE AEROSPACE(GE)26,05344,128+18,0756,118,56324,222,3070.26%+18,103,744
BOOKING HOLDINGS INC(BKNG)6,609252,622+246,01325,225,71543,202,2970.47%+17,976,582
PALO ALTO NETWORKS INC(PANW)335,609212,784-122,82547,127,89464,860,4520.71%+17,732,558
PARKER-HANNIFIN CORP(PH)66,59081,331+14,74161,820,99078,957,8840.86%+17,136,894
TRINITY CAP INC(TRIN)5,9735,973085,83216,461,3750.18%+16,375,543
WESTERN DIGITAL CORP.(WDC)030,971+30,971016,352,0060.18%+16,352,006
HERCULES CAPITAL INC(HCXY)6,4496,449091,57616,250,3920.18%+16,158,816
ISHARES TR35,611132,531+96,9205,519,25521,242,0540.23%+15,722,799
CLOUDFLARE INC(NET)55,451119,058+63,60710,316,76225,777,3730.28%+15,460,611
KLA CORP(KLAC)4,92345,556+40,6335,818,17020,980,0480.23%+15,161,878
SPDR GOLD TR(GLD)61,123107,498+46,37525,035,30139,221,5860.43%+14,186,285
DELL TECHNOLOGIES INC(DELL)64,17365,910+1,7379,615,74123,194,4620.25%+13,578,721
INTEL CORP(INTC)(Call)025,000+25,000013,571,898+13,571,898
ABBVIE INC(ABBV)375,984370,591-5,39372,996,21286,211,0060.94%+13,214,794
ENTERGY CORP NEW(ETR)205,109319,579+114,47022,815,34636,000,1660.39%+13,184,820
GOLUB CAP BDC INC(GBDC)6,1656,165077,98712,553,4420.14%+12,475,455
MCKESSON CORP(MCK)40,18466,968+26,78432,882,29145,110,2210.49%+12,227,930
FORTINET INC(FTNT)153,299157,642+4,34311,801,36723,671,3460.26%+11,869,979
META PLATFORMS INC(META)275,337286,906+11,569153,053,502164,719,2071.80%+11,665,705
ALPHABET INC(GOOG)560,705481,556-79,149143,159,499154,178,6821.69%+11,019,183
MONGODB INC(MDB)24,45654,431+29,9755,224,91716,233,2270.18%+11,008,310
SPDR S&P 500 ETF TR(SPY)68,96471,685+2,72144,104,45254,529,3510.60%+10,424,899
CROWDSTRIKE HLDGS INC(CRWD)13,52623,369+9,8434,513,25314,648,1520.16%+10,134,899
ARM HOLDINGS PLC3,34534,287+30,942458,13110,500,5240.11%+10,042,393
MARVELL TECHNOLOGY INC(MRVL)5,42546,187+40,762514,72410,529,4340.12%+10,014,710
BLOOM ENERGY CORP10,32848,033+37,7051,169,09011,004,2880.12%+9,835,198
SIXTH STREET SPECIALTY LENDI(TSLX)3,4823,482062,3639,511,7940.10%+9,449,431
NRG ENERGY INC(NRG)118,691183,839+65,14815,939,74825,233,0300.28%+9,293,282
GLADSTONE INVT CORP3,5703,570050,6948,753,2920.10%+8,702,598
DUKE ENERGY CORP NEW(DUK)67,106123,711+56,6059,482,68317,880,2650.20%+8,397,582
SITIME CORP(SITM)014,375+14,37508,257,6090.09%+8,257,609
PROCTER AND GAMBLE CO(PG)86,616113,055+26,43917,673,72125,706,1120.28%+8,032,391
ISHARES TR5,89717,029+11,1321,826,8329,071,9450.10%+7,245,113
VANECK ETF TRUST1,87015,003+13,133662,6387,866,5290.09%+7,203,891
INTUITIVE SURGICAL INC18,31939,088+20,7697,429,72414,561,9320.16%+7,132,208
GE VERNOVA INC(GEV)10,50515,769+5,2647,824,90814,938,2340.16%+7,113,326
AMGEN INC(AMGN)6,2938,255+1,96214,906,65321,693,8530.24%+6,787,200
ISHARES TR77,000142,458+65,4587,169,47013,780,5620.15%+6,611,092
STMICROELECTRONICS N V(STM)0108,672+108,67206,571,4600.07%+6,571,460
SNOWFLAKE INC(SNOW)224,795167,023-57,77233,017,88639,527,5160.43%+6,509,630
CAPITAL SOUTHWEST CORP(CSWC)1,6851,685036,1946,308,9180.07%+6,272,724
DATADOG INC(DDOG)028,160+28,16006,151,6420.07%+6,151,642
NEW MTN FIN CORP5,1935,193039,5715,896,0270.06%+5,856,456
ULTRA CLEAN HLDGS INC(UCTT)055,316+55,31605,845,5730.06%+5,845,573
CUMMINS INC(CMI)16,86422,182+5,31814,505,56920,181,0720.22%+5,675,503
GOLDMAN SACHS BDC INC(GSBD)3,7133,713033,5665,686,9440.06%+5,653,378
INVESCO QQQ TR25,63527,663+2,02814,003,23719,646,7730.21%+5,643,536
VANGUARD WHITEHALL FDS152,070229,423+77,3539,875,87415,429,0690.17%+5,553,195
ISHARES TR041,725+41,72505,394,4290.06%+5,394,429
VALERO ENERGY CORP(VLO)76,42991,214+14,78517,394,21322,773,1310.25%+5,378,918
INTERACTIVE BROKERS GROUP IN(IBKR)075,375+75,37505,375,2250.06%+5,375,225
STERLING INFRASTRUCTURE INC(STRL)08,020+8,02005,276,8740.06%+5,276,874
TERADYNE INC(TER)33,83331,436-2,3977,479,50012,750,2250.14%+5,270,725
ARGAN INC07,930+7,93005,075,2530.06%+5,075,253
AMERICAN ELEC PWR CO INC70,659107,049+36,3908,257,59913,306,4370.15%+5,048,838
MARRIOTT INTL INC NEW(MAR)20,95331,223+10,2705,869,76410,736,1920.12%+4,866,428
DIGITAL RLTY TR INC(DLR)23,47049,119+25,6492,680,0877,512,0490.08%+4,831,962
MERCK & CO INC(MRK)106,562108,638+2,07618,821,80723,472,2590.26%+4,650,452
SPDR SER TR217,100396,680+179,5805,381,9099,932,8670.11%+4,550,958
SIMON PPTY GROUP INC NEW(SPG)56,86260,400+3,5389,210,61913,744,6240.15%+4,534,005
FREEPORT-MCMORAN INC(FCX)93,334162,125+68,7914,870,1349,331,8540.10%+4,461,720
FIRST SOLAR INC(FSLR)46,80257,768+10,9667,708,46512,070,0050.13%+4,361,540
OKTA INC(OKTA)128,179111,583-16,5968,482,37712,750,5920.14%+4,268,215
MODINE MFG CO(MOD)9,94825,566+15,6181,848,8395,863,6220.06%+4,014,783
CITIGROUP INC(C)94,59891,863-2,73510,358,13114,223,4990.16%+3,865,368
ISHARES INC33,83870,214+36,3762,703,5406,481,1110.07%+3,777,571
CELESTICA INC(CLS)42,79145,611+2,82010,357,84014,105,2510.15%+3,747,411
MORGAN STANLEY(MS)60,91264,552+3,6408,566,60012,252,8530.13%+3,686,253
XCEL ENERGY INC(XEL)90,768133,964+43,1966,356,5489,858,9350.11%+3,502,387
JOHNSON & JOHNSON(JNJ)137,531140,660+3,12943,198,88346,633,3810.51%+3,434,498
LIVE NATION ENTERTAINMENT IN(LYV)0004,568,6507,958,1450.09%+3,389,495
AMKOR TECHNOLOGY INC049,811+49,81103,365,5300.04%+3,365,530
LAUREATE EDUCATION INC(LAUR)600,408652,008+51,60020,882,19024,202,5370.26%+3,320,347
TJX COS INC NEW(TJX)44,59768,468+23,87111,411,89314,719,1050.16%+3,307,212
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