Fund Holdings

J. Safra Sarasin Holding AG

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CISCO SYS INC(CSCO)4,636716,768+712,132357,11155,614,0300.95%+55,256,919
EXELON CORP(EXC)786,6981,393,792+607,09434,292,16668,323,6831.16%+34,031,517
ASTRAZENECA PLC(AZN)0168,752+168,752032,658,3500.56%+32,658,350
INTEL CORP(INTC)445,3981,107,729+662,33116,435,18648,870,7950.83%+32,435,609
CITIGROUP INC(C)12,500245,989+233,4891,458,62527,897,6110.48%+26,438,986
ANALOG DEVICES INC(ADI)35,53298,279+62,7479,636,27931,223,1410.53%+21,586,862
MERCK & CO INC(MRK)920,425960,714+40,28996,883,935115,518,7521.97%+18,634,817
JOHNSON & JOHNSON(JNJ)478,803481,585+2,78299,088,281117,669,1542.01%+18,580,873
COHERENT CORP(COHR)68,862127,925+59,06312,709,85930,439,5780.52%+17,729,719
INSMED INC(INSM)6,46193,181+86,7201,124,47215,234,5910.26%+14,110,119
NVENT ELEC PLC(NVT)0119,382+119,382014,091,3800.24%+14,091,380
FERGUSON ENTERPRISES INC(FERG)054,690+54,690012,756,9900.22%+12,756,990
APPLIED MATLS INC199,596186,490-13,10651,294,17663,661,3961.09%+12,367,220
KEYSIGHT TECHNOLOGIES INC(KEYS)5,86447,182+41,3181,191,50613,322,7820.23%+12,131,276
BANK NEW YORK MELLON CORP245,164337,613+92,44928,461,08840,018,9590.68%+11,557,871
BANK AMERICA CORP27,418257,772+230,3541,507,99012,539,3410.21%+11,031,351
TWILIO INC(TWLO)132,204236,883+104,67918,804,69629,785,8700.51%+10,981,174
TEXAS INSTRS INC(TXN)370,306385,100+14,79464,244,38774,763,3491.27%+10,518,962
VANGUARD WORLD FD
INDUSTRIAL ETF
033,235+33,235010,376,6320.18%+10,376,632
INTUIT(INTU)2,93527,337+24,4021,944,20211,816,9700.20%+9,872,768
AT&T INC(T)2,183,6452,208,901+25,25654,241,74364,035,0851.09%+9,793,342
MORGAN STANLEY(MS)22,96182,993+60,0324,076,26613,636,9580.23%+9,560,692
FERRARI N V
COM
19,55650,446+30,8907,337,72716,776,3260.29%+9,438,599
CME GROUP INC(CME)376,605379,013+2,408102,843,294111,939,8191.91%+9,096,525
REINSURANCE GROUP AMER INC(RGA)20,22363,159+42,9364,114,57112,894,5410.22%+8,779,970
REALTY INCOME CORP(O)1,014,4651,074,854+60,38957,185,39265,759,5671.12%+8,574,175
COSTCO WHOLESALE CORPORATION(COST)48,81750,469+1,65242,111,96550,277,8990.86%+8,165,934
TRANE TECHNOLOGIES PLC(TT)52,22668,280+16,05420,326,35928,403,3490.48%+8,076,990
PEPSICO INC(PEP)369,029385,731+16,70252,963,04259,900,1671.02%+6,937,125
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
036,400+36,40006,729,9960.11%+6,729,996
WALMART INC(WMT)350,945368,004+17,05939,102,19245,677,4240.78%+6,575,232
ISHARES INC
CORE MSCI EMKT
1,547,5571,585,189+37,632104,026,782110,558,9111.89%+6,532,129
PACCAR INC(PCAR)612,161636,860+24,69967,037,75273,557,3311.25%+6,519,579
WABTEC(WAB)123,818130,736+6,91826,428,95232,666,1290.56%+6,237,177
FREEPORT MCMORAN INC(FCX)125,383213,037+87,6546,368,20212,522,3150.21%+6,154,113
ILLINOIS TOOL WKS INC(ITW)242,652252,143+9,49159,765,18765,629,7311.12%+5,864,544
CVS HEALTH CORP(CVS)063,109+63,10904,532,4880.08%+4,532,488
MASTEC INC(MTZ)40,54540,54508,813,26713,013,5340.22%+4,200,267
ZSCALER INC(ZS)63,627131,284+67,65714,310,98518,405,8210.31%+4,094,836
DARDEN RESTAURANTS INC(DRI)248,403254,045+5,64245,711,12149,802,9820.85%+4,091,861
MCDONALDS CORP(MCD)206,860216,127+9,26763,222,62167,170,1101.15%+3,947,489
FLEXTRONICS INTL LTD(FLEX)370,768401,094+30,32622,401,80226,249,9760.45%+3,848,174
LAM RESEARCH CORP(LRCX)72,50375,621+3,11812,411,06216,153,1660.28%+3,742,104
PNC FINL SVCS GROUP INC(PNC)135,092152,617+17,52528,197,75331,752,5150.54%+3,554,762
CENOVUS ENERGY INC(CVE)27,316144,921+117,605462,7373,830,9400.07%+3,368,203
COLGATE PALMOLIVE CO(CL)675,344664,489-10,85553,365,68256,627,7640.97%+3,262,082
SIMON PPTY GROUP INC NEW(SPG)5,42622,664+17,2381,004,4064,223,0340.07%+3,218,628
HOME DEPOT INC(HD)308,227332,591+24,364106,098,558109,297,8261.86%+3,199,268
ISHARES TR2,42932,184+29,755243,8353,239,8020.06%+2,995,967
SUNBELT RENTALS HOLDINGS INC(SUNB)046,384+46,38402,903,1170.05%+2,903,117
EQT CORP(EQT)16,95459,362+42,408908,7343,775,2070.06%+2,866,473
PROSHARES TR
PSHS ULTSH 20YRS
079,292+79,29202,786,3210.05%+2,786,321
COMFORT SYS USA INC(FIX)01,981+1,98102,729,1690.05%+2,729,169
NRG ENERGY INC(NRG)018,026+18,02602,632,1360.04%+2,632,136
NUTRIEN LTD(NTR)24,13453,828+29,6941,491,5954,050,3660.07%+2,558,771
NEWMONT CORP(NEM)69,25287,289+18,0376,914,8129,377,2070.16%+2,462,395
CBOE GLOBAL MKTS INC(CBOE)08,535+8,53502,395,9810.04%+2,395,981
DEUTSCHE BK AG
NAMEN AKT
082,789+82,78902,395,7070.04%+2,395,707
EXPAND ENERGY CORPORATION(EXE)021,802+21,80202,391,1360.04%+2,391,136
NEXTPOWER INC019,778+19,77802,378,4960.04%+2,378,496
BROWN FORMAN CORP(BF-A)1,522,3351,588,648+66,31339,672,05042,003,8500.72%+2,331,800
STEEL DYNAMICS INC(STLD)1,23413,763+12,529209,1012,475,1900.04%+2,266,089
LINDE PLC(LIN)83,26276,136-7,12635,492,82337,738,5380.64%+2,245,715
MYR GROUP INC(MYRG)34,73834,769+317,590,2539,792,3450.17%+2,202,092
CARDINAL HEALTH INC(CAH)010,138+10,13802,140,1110.04%+2,140,111
CLEAN HARBORS INC(CLH)54,66752,198-2,46912,818,31814,930,6900.25%+2,112,372
ABBVIE INC(ABBV)311,302336,967+25,66571,139,52873,251,8521.25%+2,112,324
INCYTE CORP(INCY)8,40630,341+21,935830,2612,852,8570.05%+2,022,596
C H ROBINSON WORLDWIDE IN(CHRW)011,745+11,74501,948,6280.03%+1,948,628
VANGUARD TAX-MANAGED FDS030,000+30,00001,922,4000.03%+1,922,400
CENCORA INC06,106+6,10601,916,2130.03%+1,916,213
QUANTA SVCS INC10,24611,333+1,0874,324,4276,220,9440.11%+1,896,517
SLB LIMITED(SLB)15,28646,452+31,166586,6772,387,1680.04%+1,800,491
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
09,381+9,38101,800,4020.03%+1,800,402
PROSHARES TR
SHOR S&P 500 NEW
15,26460,510+45,246549,9622,295,1440.04%+1,745,182
ROCKWELL AUTOMATION INC(ROK)3,2908,434+5,1441,280,0403,024,4480.05%+1,744,408
HUDBAY MINERALS INC(HBM)15,50096,495+80,995308,1442,014,1910.03%+1,706,047
GE VERNOVA INC(GEV)5,5386,004+4663,619,4715,240,8920.09%+1,621,421
TAIWAN SEMICONDUCTOR MANUFAC(TSM)50,57550,702+12715,361,52516,977,4540.29%+1,615,929
TAPESTRY INC(TPR)6,74417,372+10,628861,6812,448,9380.04%+1,587,257
COCA COLA CO(KO)56,93572,787+15,8523,980,8455,533,0370.09%+1,552,192
VANGUARD INTL EQUITY INDEX F020,562+20,56201,544,2060.03%+1,544,206
UBER TECHNOLOGIES INC(UBER)463,922548,473+84,55137,907,06839,450,3090.67%+1,543,241
PROLOGIS INC.(PLD)3,27314,451+11,178417,8311,906,6420.03%+1,488,811
CF INDUSTRIES HOLD(CF)10,75317,770+7,017831,6382,306,0030.04%+1,474,365
TARGET CORP(TGT)9,61319,776+10,163939,6702,395,8920.04%+1,456,222
REVOLUTION MEDICINES INC(RVMD)7,76621,001+13,235618,5622,042,3470.03%+1,423,785
LAUDER ESTEE COS INC(EL)019,632+19,63201,407,6420.02%+1,407,642
ISHARES BITCOIN TRUST ETF(IBIT)143,515219,429+75,9147,126,6728,425,8040.14%+1,299,132
VANECK ETF TRUST
GOLD MINERS ETF
12,82925,204+12,3751,100,3432,312,9710.04%+1,212,628
PROCTER & GAMBLE CO(PG)430,744435,953+5,20961,753,14062,965,7031.07%+1,212,563
STATE STR CORP(STT)14,02823,741+9,7131,809,7523,001,7060.05%+1,191,954
NEXTERA ENERGY INC(NEE)39,90747,001+7,0943,203,7254,365,4340.07%+1,161,709
AMERICAN TOWER CORP(AMT)92,463100,445+7,98216,233,72817,328,8420.30%+1,095,114
TJX COS INC NEW(TJX)14,28520,591+6,3062,194,3193,287,7680.06%+1,093,449
ISHARES TR27,24553,945+26,700829,6101,916,1260.03%+1,086,516
EQUINIX INC(EQIX)1,1632,012+849891,0441,970,2460.03%+1,079,202
VANECK ETF TRUST
OIL REFINERS ETF
021,796+21,79601,076,7220.02%+1,076,722
CIENA CORP(CIEN)40,67027,275-13,3959,511,49310,587,8160.18%+1,076,323
ALIGN TECHNOLOGY INC06,212+6,21201,064,9230.02%+1,064,923
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