Indieningsanalyse
Bank Julius Baer & Co. Ltd, Zurich
13F-HR · periode Q2 2026 · ingediend Aug 10, 2026
$38.59BGerapporteerde 13F-waarde
661Posities
+51Nieuw
239Verhoogd
249Verminderd
−67Verlaten
Grootste nieuwe posities
| Effect | Waarde | Gewicht |
|---|---|---|
| LITE Lumentum Holdings Inc. | $92.86M | 0.2% |
| HONA Honeywell Aerospace Inc | $39.62M | 0.1% |
| BRK-A Berkshire Hathaway Inc. | $29.74M | 0.1% |
| AIBZ | $21.53M | 0.1% |
| NXT Nextpower Inc. | $15.39M | 0.0% |
| ASHR Xtrackers Harvest CSI 300… | $4.38M | 0.0% |
| CW Curtiss-Wright Corporation | $3.80M | 0.0% |
| SOXX iShares Semiconductor ETF | $2.49M | 0.0% |
| SN SharkNinja, Inc. | $2.48M | 0.0% |
| PAYX Paychex, Inc. | $2.40M | 0.0% |
Grootste herschikkingen
| Effect | Δ aandelen | Huidige waarde | |
|---|---|---|---|
| AVGO Broadcom Inc. | ▲ Add | +133.2% | $1.12B |
| AMAT Applied Materials, Inc. | ▲ Add | +27.2% | $1.07B |
| LRCX Lam Research Corporation | ▼ Trim | -2.4% | $927.17M |
| KLAC KLA Corporation | ▲ Add | +35.3% ✂ | $520.40M |
| TSM Taiwan Semiconductor… | ▲ Add | +106.4% | $458.33M |
| NVDA NVIDIA Corporation | ▲ Add | +1.8% | $1.98B |
| LLY Eli Lilly and Company | ▲ Add | +3.1% | $1.10B |
| META Meta Platforms, Inc. | ▲ Add | +31.7% | $1.21B |
| SPY State Street SPDR S&P 500 ETF | ▲ Add | +11.8% | $1.15B |
| MU Micron Technology, Inc. | ▲ Add | +109.4% | $288.13M |
Herkomst: Metadata uit de EDGAR-formulierindex; analyse uit de geparsede informatietabel (laatste geaccepteerde versie van dit kwartaal). Geen redactioneel commentaar: uitsluitend berekende velden.