Fund Holdings

J. Safra Sarasin Holding AG

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
CISCO SYS INC0716,768+716,768055,614,030+55,614,030
EXELON CORP01,393,792+1,393,792068,323,683+68,323,683
ASTRAZENECA PLC0168,752+168,752032,658,350+32,658,350
INTEL CORP01,107,729+1,107,729048,870,795+48,870,795
CITIGROUP INC0245,989+245,989027,897,611+27,897,611
ANALOG DEVICES INC098,279+98,279031,223,141+31,223,141
MERCK & CO INC0960,714+960,7140115,518,752+115,518,752
JOHNSON & JOHNSON0481,585+481,5850117,669,154+117,669,154
COHERENT CORP0127,925+127,925030,439,578+30,439,578
INSMED INC093,181+93,181015,234,591+15,234,591
NVENT ELEC PLC0119,382+119,382014,091,380+14,091,380
FERGUSON ENTERPRISES INC054,690+54,690012,756,990+12,756,990
APPLIED MATLS INC0186,490+186,490063,661,396+63,661,396
KEYSIGHT TECHNOLOGIES INC047,182+47,182013,322,782+13,322,782
BANK NEW YORK MELLON CORP0337,613+337,613040,018,959+40,018,959
BANK AMERICA CORP0257,772+257,772012,539,341+12,539,341
TWILIO INC0236,883+236,883029,785,870+29,785,870
TEXAS INSTRS INC0385,100+385,100074,763,349+74,763,349
VANGUARD WORLD FD033,235+33,235010,376,632+10,376,632
INTUIT027,337+27,337011,816,970+11,816,970
AT&T INC02,208,901+2,208,901064,035,085+64,035,085
MORGAN STANLEY082,993+82,993013,636,958+13,636,958
FERRARI N V050,446+50,446016,776,326+16,776,326
CME GROUP INC0379,013+379,0130111,939,819+111,939,819
REINSURANCE GROUP AMER INC063,159+63,159012,894,541+12,894,541
REALTY INCOME CORP01,074,854+1,074,854065,759,567+65,759,567
COSTCO WHOLESALE CORPORATION050,469+50,469050,277,899+50,277,899
TRANE TECHNOLOGIES PLC068,280+68,280028,403,349+28,403,349
PEPSICO INC0385,731+385,731059,900,167+59,900,167
DIREXION SHARES ETF TRUST036,400+36,40006,729,996+6,729,996
WALMART INC0368,004+368,004045,677,424+45,677,424
ISHARES INC01,585,189+1,585,1890110,558,911+110,558,911
PACCAR INC0636,860+636,860073,557,331+73,557,331
WABTEC0130,736+130,736032,666,129+32,666,129
FREEPORT MCMORAN INC0213,037+213,037012,522,315+12,522,315
ILLINOIS TOOL WKS INC0252,143+252,143065,629,731+65,629,731
CVS HEALTH CORP063,109+63,10904,532,488+4,532,488
MASTEC INC040,545+40,545013,013,534+13,013,534
ZSCALER INC0131,284+131,284018,405,821+18,405,821
DARDEN RESTAURANTS INC0254,045+254,045049,802,982+49,802,982
MCDONALDS CORP0216,127+216,127067,170,110+67,170,110
FLEXTRONICS INTL LTD0401,094+401,094026,249,976+26,249,976
LAM RESEARCH CORP075,621+75,621016,153,166+16,153,166
PNC FINL SVCS GROUP INC0152,617+152,617031,752,515+31,752,515
CENOVUS ENERGY INC0144,921+144,92103,830,940+3,830,940
COLGATE PALMOLIVE CO0664,489+664,489056,627,764+56,627,764
SIMON PPTY GROUP INC NEW022,664+22,66404,223,034+4,223,034
HOME DEPOT INC0332,591+332,5910109,297,826+109,297,826
ISHARES TR032,184+32,18403,239,802+3,239,802
SUNBELT RENTALS HOLDINGS INC046,384+46,38402,903,117+2,903,117
EQT CORP059,362+59,36203,775,207+3,775,207
PROSHARES TR079,292+79,29202,786,321+2,786,321
COMFORT SYS USA INC01,981+1,98102,729,169+2,729,169
NRG ENERGY INC018,026+18,02602,632,136+2,632,136
NUTRIEN LTD053,828+53,82804,050,366+4,050,366
NEWMONT CORP087,289+87,28909,377,207+9,377,207
CBOE GLOBAL MKTS INC08,535+8,53502,395,981+2,395,981
DEUTSCHE BK AG082,789+82,78902,395,707+2,395,707
EXPAND ENERGY CORPORATION021,802+21,80202,391,136+2,391,136
NEXTPOWER INC019,778+19,77802,378,496+2,378,496
BROWN FORMAN CORP01,588,648+1,588,648042,003,850+42,003,850
STEEL DYNAMICS INC013,763+13,76302,475,190+2,475,190
LINDE PLC076,136+76,136037,738,538+37,738,538
MYR GROUP INC034,769+34,76909,792,345+9,792,345
CARDINAL HEALTH INC010,138+10,13802,140,111+2,140,111
CLEAN HARBORS INC052,198+52,198014,930,690+14,930,690
ABBVIE INC0336,967+336,967073,251,852+73,251,852
INCYTE CORP030,341+30,34102,852,857+2,852,857
C H ROBINSON WORLDWIDE IN011,745+11,74501,948,628+1,948,628
VANGUARD TAX-MANAGED FDS030,000+30,00001,922,400+1,922,400
CENCORA INC06,106+6,10601,916,213+1,916,213
QUANTA SVCS INC011,333+11,33306,220,944+6,220,944
SLB LIMITED046,452+46,45202,387,168+2,387,168
INVESCO EXCHANGE TRADED FD T09,381+9,38101,800,402+1,800,402
PROSHARES TR060,510+60,51002,295,144+2,295,144
ROCKWELL AUTOMATION INC08,434+8,43403,024,448+3,024,448
HUDBAY MINERALS INC096,495+96,49502,014,191+2,014,191
GE VERNOVA INC06,004+6,00405,240,892+5,240,892
TAIWAN SEMICONDUCTOR MANUFAC050,702+50,702016,977,454+16,977,454
TAPESTRY INC017,372+17,37202,448,938+2,448,938
COCA COLA CO072,787+72,78705,533,037+5,533,037
VANGUARD INTL EQUITY INDEX F020,562+20,56201,544,206+1,544,206
UBER TECHNOLOGIES INC0548,473+548,473039,450,309+39,450,309
PROLOGIS INC.014,451+14,45101,906,642+1,906,642
CF INDUSTRIES HOLD017,770+17,77002,306,003+2,306,003
TARGET CORP019,776+19,77602,395,892+2,395,892
REVOLUTION MEDICINES INC021,001+21,00102,042,347+2,042,347
LAUDER ESTEE COS INC019,632+19,63201,407,642+1,407,642
ISHARES BITCOIN TRUST ETF0219,429+219,42908,425,804+8,425,804
VANECK ETF TRUST025,204+25,20402,312,971+2,312,971
PROCTER & GAMBLE CO0435,953+435,953062,965,703+62,965,703
STATE STR CORP023,741+23,74103,001,706+3,001,706
NEXTERA ENERGY INC047,001+47,00104,365,434+4,365,434
AMERICAN TOWER CORP0100,445+100,445017,328,842+17,328,842
TJX COS INC NEW020,591+20,59103,287,768+3,287,768
ISHARES TR053,945+53,94501,916,126+1,916,126
EQUINIX INC02,012+2,01201,970,246+1,970,246
VANECK ETF TRUST021,796+21,79601,076,722+1,076,722
CIENA CORP027,275+27,275010,587,816+10,587,816
ALIGN TECHNOLOGY INC06,212+6,21201,064,923+1,064,923
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