BANK JULIUS BAER CO LTD ZURICH
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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MSFT | MICROSOFT | 4,014,253 | +43,548 | +1.10% | $377.11 | 5.40% | 0.05% | 1,653,843,129 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 7,268,166 | -337,717 | -4.44% | $126.74 | 4.02% | 0.12% | 1,230,988,776 | 2025-03-31 | ||||||
META | META | 1,888,544 | -174,652 | -8.47% | $377.10 | 3.90% | 0.09% | 1,194,669,900 | 2025-03-31 | ||||||
NVDA | NVIDIA | 9,867,924 | -617,558 | -5.89% | $65.86 | 3.82% | 0.04% | 1,171,797,931 | 2025-03-31 | ||||||
AAPL | APPLE | 4,660,995 | -148,217 | -3.08% | $174.49 | 3.70% | 0.03% | 1,134,150,893 | 2025-03-31 | ||||||
V | VISA | 2,595,954 | -64,499 | -2.42% | $267.93 | 3.26% | 0.15% | 998,004,913 | 2025-03-31 | ||||||
AMZN | AMAZON | 3,936,378 | -114,227 | -2.82% | $162.99 | 2.69% | 0.04% | 823,961,982 | 2025-03-31 | ||||||
SPY | SPDR S&P 500 ETF | 1,252,990 | -278,677 | -18.19% | $443.35 | 2.58% | 0.12% | 792,177,429 | 2025-03-31 | ||||||
PG | PROCTER & GAMBLE | 4,058,890 | +836,305 | +25.95% | $168.22 | 2.46% | 0.17% | 755,334,335 | 2025-03-31 | ||||||
MA | MASTERCARD | 1,108,056 | -25,724 | -2.27% | $430.76 | 2.16% | 0.12% | 661,539,380 | 2025-03-31 | ||||||
LLY | ELI LILLY | 730,210 | -14,951 | -2.01% | $724.64 | 2.16% | 0.08% | 661,024,208 | 2025-03-31 | ||||||
NFLX | NETFLIX | 552,373 | -3,844 | -0.69% | $659.96 | 1.83% | 0.13% | 561,028,863 | 2025-03-31 | ||||||
PGR | PROGRESSIVE | 1,665,050 | +15,637 | +0.95% | $197.38 | 1.68% | 0.28% | 514,680,537 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 1,910,789 | -216,294 | -10.17% | $168.65 | 1.68% | 0.07% | 514,170,863 | 2025-03-31 | ||||||
UNH | UNITEDHEALTH GROUP | 827,657 | -687,072 | -45.36% | $506.59 | 1.54% | 0.09% | 471,615,889 | 2025-03-31 | ||||||
LIN | LINDE | 814,013 | -13,966 | -1.69% | $449.99 | 1.36% | 0.17% | 417,058,343 | 2025-03-31 | ||||||
SPGI | S&P GLOBAL | 694,352 | -26,919 | -3.73% | $410.19 | 1.26% | 0.23% | 386,569,239 | 2025-03-31 | ||||||
AVGO | BROADCOM | 2,016,097 | -911,632 | -31.14% | $124.88 | 1.21% | 0.04% | 369,581,568 | 2025-03-31 | ||||||
HON | HONEYWELL INTERNATIONAL | 1,545,609 | -51,947 | -3.25% | $199.93 | 1.17% | 0.24% | 359,057,988 | 2025-03-31 | ||||||
HD | HOME DEPOT | 874,552 | -29,806 | -3.30% | $338.30 | 1.14% | 0.09% | 348,696,763 | 2025-03-31 | ||||||
ISRG | INTUITIVE SURGICAL | 585,335 | -248,271 | -29.78% | $347.85 | 1.03% | 0.16% | 314,216,354 | 2025-03-31 | ||||||
CDNS | CADENCE DESIGN SYSTEMS | 1,100,700 | -18,495 | -1.65% | $246.81 | 1.01% | 0.40% | 308,667,708 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 1,656,858 | -5,336 | -0.32% | $164.47 | 0.98% | 0.07% | 300,559,369 | 2025-03-31 | ||||||
ORCL | ORACLE | 1,965,509 | +91,501 | +4.88% | $91.03 | 0.98% | 0.07% | 299,162,717 | 2025-03-31 | ||||||
NDAQ | NASDAQ | 3,548,006 | -175,386 | -4.71% | $59.04 | 0.96% | 0.62% | 294,524,657 | 2025-03-31 | ||||||
TXN | TEXAS INSTRUMENTS | 1,481,468 | -54,238 | -3.53% | $170.06 | 0.95% | 0.16% | 290,780,548 | 2025-03-31 | ||||||
IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 2,659,371 | +316,910 | +13.53% | $106.74 | 0.94% | 0.73% | 286,649,348 | 2025-03-31 | ||||||
IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 2,142,222 | +220,896 | +11.50% | $123.02 | 0.93% | 1.62% | 286,024,519 | 2025-03-31 | ||||||
SYK | STRYKER | 690,282 | +214,724 | +45.15% | $349.52 | 0.92% | 0.18% | 281,813,119 | 2025-03-31 | ||||||
DHR | DANAHER | 1,193,723 | -147,134 | -10.97% | $235.73 | 0.88% | 0.17% | 269,180,925 | 2025-03-31 | ||||||
FI | FISERV | 1,129,739 | +60,823 | +5.69% | $143.73 | 0.88% | 0.20% | 268,844,405 | 2025-03-31 | ||||||
KO | COCA COLA | 3,399,966 | +115,445 | +3.51% | $61.87 | 0.87% | 0.08% | 267,186,100 | 2025-03-31 | ||||||
COST | COSTCO WHOLESALE | 251,643 | -2,409 | -0.95% | $714.84 | 0.85% | 0.06% | 260,827,173 | 2025-03-31 | ||||||
MRK | MERCK & CO | 2,626,227 | +1,515,855 | +136.52% | $97.33 | 0.84% | 0.10% | 256,427,762 | 2025-03-31 | ||||||
ADBE | ADOBE | 599,491 | -217,574 | -26.63% | $532.84 | 0.82% | 0.14% | 252,517,754 | 2025-03-31 | ||||||
VRSK | VERISK ANALYTICS | 769,855 | -12,964 | -1.66% | $250.68 | 0.81% | 0.55% | 249,698,187 | 2025-03-31 | ||||||
ADP | AUTOMATIC DATA PROCESSING | 737,403 | +317,146 | +75.46% | $294.30 | 0.80% | 0.18% | 245,991,156 | 2025-03-31 | ||||||
AME | AMETEK | 1,305,900 | +282,176 | +27.56% | $171.41 | 0.80% | 0.57% | 244,424,492 | 2025-03-31 | ||||||
TMO | THERMO FISHER SCIENTIFIC | 435,586 | -7,242 | -1.64% | $558.87 | 0.78% | 0.12% | 238,341,188 | 2025-03-31 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 383,724 | +277,479 | +261.17% | $0.00 | 0.74% | 0.00% | 225,488,924 | 2025-03-31 | ||||||
XOM | EXXON MOBIL | 1,657,699 | -29,365 | -1.74% | $102.15 | 0.70% | 0.04% | 214,319,218 | 2025-03-31 | ||||||
AJG | ARTHUR J GALLAGHER & | 522,600 | -11,161 | -2.09% | $235.54 | 0.64% | 0.20% | 196,820,013 | 2025-03-31 | ||||||
CAT | CATERPILLAR | 538,454 | -159,645 | -22.87% | $316.67 | 0.64% | 0.11% | 195,800,357 | 2025-03-31 | ||||||
VRTX | VERTEX PHARMACEUTICALS | 362,907 | -6,060 | -1.64% | $455.16 | 0.63% | 0.14% | 192,625,847 | 2025-03-31 | ||||||
COP | CONOCOPHILLIPS | 1,660,692 | -51,137 | -2.99% | $110.15 | 0.62% | 0.13% | 190,218,421 | 2025-03-31 | ||||||
CME | CME GROUP | 643,391 | +13,306 | +2.11% | $213.85 | 0.61% | 0.18% | 186,906,847 | 2025-03-31 | ||||||
INTU | INTUIT | 260,609 | +220 | +0.08% | $614.49 | 0.57% | 0.09% | 175,135,118 | 2025-03-31 | ||||||
SCHW | SCHWAB CHARLES | 2,043,566 | +104,780 | +5.40% | $68.38 | 0.56% | 0.11% | 172,296,980 | 2025-03-31 | ||||||
AMAT | APPLIED MATERIALS | 1,053,754 | -45,020 | -4.10% | $173.51 | 0.55% | 0.13% | 167,898,088 | 2025-03-31 | ||||||
ABT | ABBOTT LABORATORIES | 1,155,818 | +60,375 | +5.51% | $111.52 | 0.55% | 0.07% | 167,359,236 | 2025-03-31 |