Efg International Ag Portfolio Stock Holdings

Efg International Ag disclosed 1037 stock positions valued at approximately $4.7 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
1037
Portfolio Value
$4.7B
Holdings by Sector
Efg International Ag Portfolio Holdings in Q1 2026

958 holdings in the latest reporting period.

Page 1 of 10
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology4.73%1,265,552-474,456-27.27%$220,656,458
MICROSOFT CORPMSFTTechnology4.02%506,603-101,629-16.71%$187,577,753
APPLE INCAAPLTechnology3.47%636,835+156,116+32.48%$161,662,311
AMAZON COM INCAMZNConsumer Cyclical3.42%766,466-65,610-7.89%$159,691,345
JPMORGAN CHASE & COJPMFinancial Services2.49%394,138-148,690-27.39%$115,997,843
ALPHABET INCGOOGCommunication Services2.45%397,681-39,429-9.02%$114,125,309
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology2.35%325,135-104,262-24.28%$109,778,240
BROADCOM INCAVGOTechnology2.28%343,361-149,663-30.36%$106,286,822
JOHNSON & JOHNSONJNJHealthcare2.08%396,636+249,295+169.20%$96,983,305
META PLATFORMS INCMETACommunication Services1.90%155,120-60,771-28.15%$88,771,146
MASTERCARD INCORPORATEDMAFinancial Services1.89%175,884+13,603+8.38%$87,931,659
BANK AMERICA CORPBACFinancial Services1.82%1,741,866+550,658+46.23%$84,947,093
APPLIED MATLS INCAMATTechnology1.72%234,330+143,405+157.72%$80,107,198
DIAMONDBACK ENERGY INCFANGEnergy1.61%379,096+199,862+111.51%$75,009,356
ALPHABET INCGOOGLCommunication Services1.56%253,474-46,597-15.53%$72,888,934
ELI LILLY & COLLYHealthcare1.42%72,045-38,652-34.92%$66,300,881
UNION PAC CORPUNPIndustrials1.40%269,293+36,075+15.47%$65,375,878
WALMART INCWMTConsumer Defensive1.25%467,277+321,947+221.53%$58,095,905
PULTE GROUP INCPHMConsumer Cyclical1.22%483,969-34,374-6.63%$56,956,208
HEICO CORP NEWHEI-AIndustrials1.19%262,164+51,732+24.58%$55,394,722
VULCAN MATLS COVMCBasic Materials1.16%197,755+84,473+74.57%$53,884,694
MCKESSON CORPMCKHealthcare1.12%60,184-17,977-23.00%$52,097,468
FERRARI N VRACEOther1.05%144,823+135,472+1448.74%$49,014,022
CME GROUP INCCMEFinancial Services1.03%162,694+10,621+6.98%$48,069,401
UNITED RENTALS INCURIIndustrials1.02%65,577-25,163-27.73%$47,753,428
ULTA BEAUTY INCULTAConsumer Cyclical0.94%83,816-3,860-4.40%$43,820,513
ICICI BANK LIMITEDIBNFinancial Services0.80%1,445,878+622,472+75.60%$37,445,027
NETFLIX INC.NFLXCommunication Services0.80%387,893-330,743-46.02%$37,307,791
UBS GROUP AGUBSOther0.75%892,831+366,347+69.58%$34,882,907
CONSTELLATION ENERGY CORPCEGUtilities0.74%123,259-9,583-7.21%$34,428,282
MERCADOLIBRE INCMELIConsumer Cyclical0.62%16,794-4,904-22.60%$29,049,091
VANGUARD INDEX FDSVOOOther0.55%43,053+5,105+13.45%$25,726,320
VERTIV HOLDINGS COVRTIndustrials0.52%97,085-18,622-16.09%$24,323,356
TESLA INCTSLAConsumer Cyclical0.49%61,024-19,604-24.31%$22,684,236
ISHARES TRIJROther0.48%180,846-2,932-1.60%$22,480,979
MEDTRONIC PLCMDTOther0.46%249,338+31,273+14.34%$21,611,146
TJX COS INC NEWTJXConsumer Cyclical0.46%133,778+9,141+7.33%$21,369,303
DANAHER CORP DELDHRHealthcare0.45%110,638-194,748-63.77%$20,988,846
PEPSICO INCPEPConsumer Defensive0.43%128,246-124,582-49.28%$19,922,550
ADVANCED MICRO DEVICES INCAMDTechnology0.41%94,092+47,488+101.90%$19,143,973
MCDONALDS CORPMCDConsumer Cyclical0.41%61,191-65,405-51.66%$19,028,711
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.41%39,466-1,239-3.04%$18,912,642
S&P GLOBAL INCSPGIFinancial Services0.34%37,723-128,355-77.29%$16,051,847
MERCK & CO INCMRKHealthcare0.34%130,704+45,016+52.53%$15,723,916
PALANTIR TECHNOLOGIES INCPLTRTechnology0.33%106,471+17,748+20.00%$15,574,015
ABBVIE INCABBVHealthcare0.33%71,231+7,865+12.41%$15,493,349
QUANTA SVCS INCPWRIndustrials0.33%27,779-6,937-19.98%$15,254,531
ISHARES GOLD TRIAUOther0.32%171,740-3,467-1.98%$15,140,549
STATE STR SPDR S&P 500 ETF TSPYOther0.32%22,796-2,683-10.53%$14,821,855
ISHARES TREEMOther0.32%259,266+53,928+26.26%$14,723,681
AXON ENTERPRISE INCAXONIndustrials0.31%34,373+6,370+22.75%$14,610,799
INVESCO EXCHANGE TRADED FD TPPAOther0.31%85,918-2,180-2.47%$14,236,613
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.30%45,525-1,192-2.55%$13,837,699
LOGITECH INTL S AH50430232Other0.29%151,100+31,845+26.70%$13,675,542
CLOUDFLARE INCNETTechnology0.29%65,185-1,230-1.85%$13,452,566
GE VERNOVA INCGEVUtilities0.28%15,054+10,765+250.99%$13,143,240
HOME DEPOT INCHDConsumer Cyclical0.28%39,592+3,074+8.42%$13,017,475
ISHARES TRIVVOther0.27%19,573+7,867+67.20%$12,785,113
ISHARES INCEWJOther0.27%151,196-12,624-7.71%$12,767,278
AMRIZE LTDAMRZOther0.27%226,548+89,336+65.11%$12,691,218
NORFOLK SOUTHN CORPNSCIndustrials0.27%43,302+5,356+14.11%$12,433,730
ROYAL CARIBBEAN GROUPRCLOther0.27%45,036+7,931+21.37%$12,397,211
SERVICENOW INCNOWTechnology0.25%111,634-160,269-58.94%$11,674,369
CAMECO CORPCCJEnergy0.25%106,956-10,520-8.96%$11,619,730
VISA INCVFinancial Services0.24%37,545-17,885-32.27%$11,346,786
SPDR GOLD TRGLDOther0.24%26,321-3,163-10.73%$11,325,657
ISHARES TRVLUEOther0.24%77,787-466-0.60%$11,060,492
ALCON AGALCOther0.23%144,851+99,293+217.95%$10,914,522
NEXTERA ENERGY INCNEEUtilities0.23%117,102+31,520+36.83%$10,881,850
INVESCO QQQ TRQQQOther0.23%18,510-2,900-13.55%$10,684,929
ISHARES TRLQDOther0.23%97,065+533+0.55%$10,579,110
ARISTA NETWORKS INCANETOther0.22%84,312-16,378-16.27%$10,351,464
IDEXX LABS INCIDXXHealthcare0.21%17,815-622-3.37%$10,009,457
PALO ALTO NETWORKS INCPANWTechnology0.21%62,306-3,652-5.54%$9,989,323
WILLIAMS SONOMA INCWSMConsumer Cyclical0.21%54,792+770+1.43%$9,989,273
DATADOG INCDDOGTechnology0.21%84,048-536-0.63%$9,921,327
BLACKROCK INCBLKOther0.21%10,234+1,505+17.24%$9,843,230
ISHARES TRITAOther0.21%44,711+15,690+54.06%$9,777,310
ISHARES TRACWIOther0.21%70,625-15,145-17.66%$9,772,381
REDDIT INCRDDTCommunication Services0.21%71,856+694+0.98%$9,677,181
LAM RESEARCH CORPLRCXOther0.21%45,073-25,706-36.32%$9,628,134
HOWMET AEROSPACE INCHWMIndustrials0.20%40,110+9,526+31.15%$9,242,492
KINDER MORGAN INC DELKMIEnergy0.20%275,225-1,315-0.48%$9,221,416
NATERA INCNTRAHealthcare0.19%45,198-1,592-3.40%$9,041,749
SHOPIFY INCSHOPTechnology0.19%75,832-5,364-6.61%$8,995,886
EATON CORP PLCETNOther0.19%25,037+2,230+9.78%$8,958,122
ABERCROMBIE & FITCH COANFConsumer Cyclical0.19%97,714-3,771-3.72%$8,931,216
RALPH LAUREN CORPRLConsumer Cyclical0.19%25,219-3,808-13.12%$8,675,929
QUALCOMM INCQCOMTechnology0.19%67,121-39,935-37.30%$8,647,110
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.18%8,653-2,443-22.02%$8,621,302
FREEPORT MCMORAN INCFCXBasic Materials0.18%146,367-15,761-9.72%$8,603,143
SNOWFLAKE INCSNOWTechnology0.18%56,086-738-1.30%$8,473,478
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.18%25,565-835-3.16%$8,456,903
SHAKE SHACK INCSHAKConsumer Cyclical0.18%94,966-2,770-2.83%$8,405,999
ROCKWELL AUTOMATION INCROKIndustrials0.18%23,215-4,747-16.98%$8,329,480
CISCO SYS INCCSCOTechnology0.18%106,495-34,316-24.37%$8,263,485
SPOTIFY TECHNOLOGY S ASPOTOther0.17%16,612+3,914+30.82%$8,059,135
INTUITIVE SURGICAL INCISRGHealthcare0.17%17,450-1,261-6.74%$8,046,886
ARES MANAGEMENT CORPORATIONARESFinancial Services0.17%72,352-5,047-6.52%$7,891,531
GARMIN LTDGRMNOther0.17%33,851-7,802-18.73%$7,854,153
Efg International Ag Options Holdings in Q1 2026

3 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026GLDSPDR Gold TrustPUT13,300$5,722,857
Q1 2026ORCLOracle CorporationCALL30,400$4,472,144
Q1 2026SLViShares Silver TrustPUT24,500$1,669,430

Notional value represents the total exposure of the options position.