BANK JULIUS BAER CO LTD ZURICH

Stock Holdings
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Name
Shares Owned
Change
%
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Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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MSFT
MICROSOFT
4,014,253+43,548+1.10%
Created with Highcharts 10.1.0
$377.115.40%0.05%1,653,843,1292025-03-31
GOOGL
ALPHABET
7,268,166-337,717-4.44%
Created with Highcharts 10.1.0
$126.744.02%0.12%1,230,988,7762025-03-31
META
META
1,888,544-174,652-8.47%
Created with Highcharts 10.1.0
$377.103.90%0.09%1,194,669,9002025-03-31
NVDA
NVIDIA
9,867,924-617,558-5.89%
Created with Highcharts 10.1.0
$65.863.82%0.04%1,171,797,9312025-03-31
AAPL
APPLE
4,660,995-148,217-3.08%
Created with Highcharts 10.1.0
$174.493.70%0.03%1,134,150,8932025-03-31
V
VISA
2,595,954-64,499-2.42%
Created with Highcharts 10.1.0
$267.933.26%0.15%998,004,9132025-03-31
AMZN
AMAZON
3,936,378-114,227-2.82%
Created with Highcharts 10.1.0
$162.992.69%0.04%823,961,9822025-03-31
SPY
SPDR S&P 500 ETF
1,252,990-278,677-18.19%
Created with Highcharts 10.1.0
$443.352.58%0.12%792,177,4292025-03-31
PG
PROCTER & GAMBLE
4,058,890+836,305+25.95%
Created with Highcharts 10.1.0
$168.222.46%0.17%755,334,3352025-03-31
MA
MASTERCARD
1,108,056-25,724-2.27%
Created with Highcharts 10.1.0
$430.762.16%0.12%661,539,3802025-03-31
LLY
ELI LILLY
730,210-14,951-2.01%
Created with Highcharts 10.1.0
$724.642.16%0.08%661,024,2082025-03-31
NFLX
NETFLIX
552,373-3,844-0.69%
Created with Highcharts 10.1.0
$659.961.83%0.13%561,028,8632025-03-31
PGR
PROGRESSIVE
1,665,050+15,637+0.95%
Created with Highcharts 10.1.0
$197.381.68%0.28%514,680,5372025-03-31
JPM
JPMORGAN CHASE
1,910,789-216,294-10.17%
Created with Highcharts 10.1.0
$168.651.68%0.07%514,170,8632025-03-31
UNH
UNITEDHEALTH GROUP
827,657-687,072-45.36%
Created with Highcharts 10.1.0
$506.591.54%0.09%471,615,8892025-03-31
LIN
LINDE
814,013-13,966-1.69%
Created with Highcharts 10.1.0
$449.991.36%0.17%417,058,3432025-03-31
SPGI
S&P GLOBAL
694,352-26,919-3.73%
Created with Highcharts 10.1.0
$410.191.26%0.23%386,569,2392025-03-31
AVGO
BROADCOM
2,016,097-911,632-31.14%
Created with Highcharts 10.1.0
$124.881.21%0.04%369,581,5682025-03-31
HON
HONEYWELL INTERNATIONAL
1,545,609-51,947-3.25%
Created with Highcharts 10.1.0
$199.931.17%0.24%359,057,9882025-03-31
HD
HOME DEPOT
874,552-29,806-3.30%
Created with Highcharts 10.1.0
$338.301.14%0.09%348,696,7632025-03-31
ISRG
INTUITIVE SURGICAL
585,335-248,271-29.78%
Created with Highcharts 10.1.0
$347.851.03%0.16%314,216,3542025-03-31
CDNS
CADENCE DESIGN SYSTEMS
1,100,700-18,495-1.65%
Created with Highcharts 10.1.0
$246.811.01%0.40%308,667,7082025-03-31
JNJ
JOHNSON & JOHNSON
1,656,858-5,336-0.32%
Created with Highcharts 10.1.0
$164.470.98%0.07%300,559,3692025-03-31
ORCL
ORACLE
1,965,509+91,501+4.88%
Created with Highcharts 10.1.0
$91.030.98%0.07%299,162,7172025-03-31
NDAQ
NASDAQ
3,548,006-175,386-4.71%
Created with Highcharts 10.1.0
$59.040.96%0.62%294,524,6572025-03-31
TXN
TEXAS INSTRUMENTS
1,481,468-54,238-3.53%
Created with Highcharts 10.1.0
$170.060.95%0.16%290,780,5482025-03-31
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
2,659,371+316,910+13.53%
Created with Highcharts 10.1.0
$106.740.94%0.73%286,649,3482025-03-31
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
2,142,222+220,896+11.50%
Created with Highcharts 10.1.0
$123.020.93%1.62%286,024,5192025-03-31
SYK
STRYKER
690,282+214,724+45.15%
Created with Highcharts 10.1.0
$349.520.92%0.18%281,813,1192025-03-31
DHR
DANAHER
1,193,723-147,134-10.97%
Created with Highcharts 10.1.0
$235.730.88%0.17%269,180,9252025-03-31
FI
FISERV
1,129,739+60,823+5.69%
Created with Highcharts 10.1.0
$143.730.88%0.20%268,844,4052025-03-31
KO
COCA COLA
3,399,966+115,445+3.51%
Created with Highcharts 10.1.0
$61.870.87%0.08%267,186,1002025-03-31
COST
COSTCO WHOLESALE
251,643-2,409-0.95%
Created with Highcharts 10.1.0
$714.840.85%0.06%260,827,1732025-03-31
MRK
MERCK & CO
2,626,227+1,515,855+136.52%
Created with Highcharts 10.1.0
$97.330.84%0.10%256,427,7622025-03-31
ADBE
ADOBE
599,491-217,574-26.63%
Created with Highcharts 10.1.0
$532.840.82%0.14%252,517,7542025-03-31
VRSK
VERISK ANALYTICS
769,855-12,964-1.66%
Created with Highcharts 10.1.0
$250.680.81%0.55%249,698,1872025-03-31
ADP
AUTOMATIC DATA PROCESSING
737,403+317,146+75.46%
Created with Highcharts 10.1.0
$294.300.80%0.18%245,991,1562025-03-31
AME
AMETEK
1,305,900+282,176+27.56%
Created with Highcharts 10.1.0
$171.410.80%0.57%244,424,4922025-03-31
TMO
THERMO FISHER SCIENTIFIC
435,586-7,242-1.64%
Created with Highcharts 10.1.0
$558.870.78%0.12%238,341,1882025-03-31
BRK.B
BERKSHIRE HATHAWAY
383,724+277,479+261.17%
Created with Highcharts 10.1.0
$0.000.74%0.00%225,488,9242025-03-31
XOM
EXXON MOBIL
1,657,699-29,365-1.74%
Created with Highcharts 10.1.0
$102.150.70%0.04%214,319,2182025-03-31
AJG
ARTHUR J GALLAGHER &
522,600-11,161-2.09%
Created with Highcharts 10.1.0
$235.540.64%0.20%196,820,0132025-03-31
CAT
CATERPILLAR
538,454-159,645-22.87%
Created with Highcharts 10.1.0
$316.670.64%0.11%195,800,3572025-03-31
VRTX
VERTEX PHARMACEUTICALS
362,907-6,060-1.64%
Created with Highcharts 10.1.0
$455.160.63%0.14%192,625,8472025-03-31
COP
CONOCOPHILLIPS
1,660,692-51,137-2.99%
Created with Highcharts 10.1.0
$110.150.62%0.13%190,218,4212025-03-31
CME
CME GROUP
643,391+13,306+2.11%
Created with Highcharts 10.1.0
$213.850.61%0.18%186,906,8472025-03-31
INTU
INTUIT
260,609+220+0.08%
Created with Highcharts 10.1.0
$614.490.57%0.09%175,135,1182025-03-31
SCHW
SCHWAB CHARLES
2,043,566+104,780+5.40%
Created with Highcharts 10.1.0
$68.380.56%0.11%172,296,9802025-03-31
AMAT
APPLIED MATERIALS
1,053,754-45,020-4.10%
Created with Highcharts 10.1.0
$173.510.55%0.13%167,898,0882025-03-31
ABT
ABBOTT LABORATORIES
1,155,818+60,375+5.51%
Created with Highcharts 10.1.0
$111.520.55%0.07%167,359,2362025-03-31