J.Safra Asset Management Corp Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$1.4B

Holdings

326

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (326 positions)

StockValue
URAGLOBAL X FUNDS GLOBAL X URANIUM ETF
$375K
LOWLOWES COMPANIES INC
$374K
TAT&T INC
$350K
TFCTRUIST FINANCIAL CORPORATION COMMON STOCK
$348K
HONHONEYWELL INTL INC
$341K
ETNEATON CORPORATION PLC
$339K
SAPSAP SE SPONSORED ADR
$339K
VSTVISTRA CORP COMMON STOCK
$337K
TBBBBBB FOODS INC CLASS A COMMON SHARES
$330K
ARGXARGENX SE AMERICAN DEPOSITARY SHARES
$318K
XYLXYLEM INC COM
$305K
GLWCORNING INC
$297K
SSNCSS&C TECHNOLOGIES HOLDINGS INC
$296K
DISWALT DISNEY CO
$295K
TXNTEXAS INSTRUMENTS INCORPORATED
$288K
ZZILLOW GROUP INC CLASS C COM
$284K
PENNPENN ENTERTAINMENT INC COMMON STOCK
$278K
TELTE CONNECTIVITY PLC ORDINARY SHARES
$277K
RDDTREDDIT INC CLASS A COMMON STOCK
$276K
GDGENERAL DYNAMICS CORP
$273K
DDOGDATADOG INC CLASS A COMMON STOCK
$272K
GDXVANECK ETF TRUST VANECK GOLD MINERS ETF
$272K
ULUNILEVER PLC SPONSORED ADR
$265K
EMREMERSON ELECTRIC CO
$263K
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED ADR
$261K
TSCOTRACTOR SUPPLY CO
$251K
OWLBLUE OWL CAPITAL INC CLASS A COMMON STOCK
$249K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$246K
WMTWALMART INC COMMON STOCK
$245K
EWZISHARES INC ISHARES MSCI BRAZIL ETF
$244K
CBCHUBB LTD COM
$239K
SHVISHARES TRUST ISHARES SHORT TREASURY BOND ETF
$232K
NOCNORTHROP GRUMMAN CORP
$232K
DRIDARDEN RESTAURANTS INC
$229K
ARCCARES CAPITAL CORPORATION
$227K
TPDSOMNIGROUP INTERNATIONAL INC
$227K
AHRAMERICAN HEALTHCARE REIT INC COMMON STOCK
$226K
WMBWILLIAMS COMPANIES INC
$221K
AONAON PLC CLASS A ORDINARY SHARES
$218K
TOLTOLL BROTHERS INC
$217K
URTHISHARES MSCI WORLD ETF
$215K
STAGSTAG INDUSTRIAL INC
$213K
VWOVANGUARD FTSE EMERGING MARKETS ETF FTSE EMERGING INDEX
$179K
PBRPETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR
$173K
COPXGLOBAL X FUNDS GLOBAL X COPPER MINERS ETF
$173K
PLDPROLOGIS INC
$172K
UNPUNION PACIFIC CORP
$171K
GLNGGOLAR LNG LIMITED COM STK USD1.00
$166K
SOXXISHARES TR ISHARES SEMICONDUCTOR ETF
$159K
NEENEXTERA ENERGY INC
$158K
IGTBRIGHTSTAR LOTTERY ORDINARY SHARES
$155K
MCKMCKESSON CORP
$154K
IXCISHARES GLOBAL ENERGY ETF
$151K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$150K
CICIGNA GROUP (THE) COMMON STOCK
$142K
VYMVANGUARD INDEX FUNDS VANGUARD HIGH DIVIDEND YIELD ETF
$128K
DHRDANAHER CORPORATION
$125K
PCVXVAXCYTE INC COMMON STOCK
$122K
COPCONOCOPHILLIPS COMMON STOCK
$113K
CYTKCYTOKINETICS INCORPORATED
$112K
JNJJOHNSON & JOHNSON COMMON STOCK
$110K
ISRGINTUITIVE SURGICAL INC COM
$107K
BKNGBOOKING HOLDINGS INC COMMON STOCK
$97K
NDAQNASDAQ INC COM
$95K
MAMASTERCARD INCORPORATED
$91K
PWRQUANTA SERVICES INC
$88K
COFCAPITAL ONE FINANCIAL CORP
$82K
BABAALIBABA GROUP HOLDING LTD SPONSORED ADR
$80K
TMOTHERMO FISHER SCIENTIFIC INC
$75K
SCHWCHARLES SCHWAB CORP NEW
$65K
PHPARKER HANNIFIN CORP
$64K
LAURLAUREATE EDUCATION INC COMMON STOCK
$58K
QAINEW YORK LIFE INVESTMENTS ETF TR NYLI HEDGE MULTI STRATEGY TRACKER ETF
$57K
ALLWSSGA ACTIVE TR SPDR BRIDGEWATER ALL WEATHER ETF
$57K
IAU*ISHARES GOLD TRUST SHARES OF THE ISHARES GOLD TRUST
$54K
GGENPACT LIMITED
$53K
CTASIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY MANAGED FUTURES STRATEGY ETF
$52K
PFGCPERFORMANCE FOOD GROUP COMPANY COM
$51K
BTALAGF INVESTMENTS TRUST AGF U S MARKET NEUTRAL ANTI-BETA FUND
$48K
CDNSCADENCE DESIGN SYSTEMS INC
$47K
CEMBISHARES INC EM CORP BD FD
$46K
PAAAPGIM ETF TRUST PGIM AAA CLO ETF
$46K
ADBEADOBE INC COMMON STOCK
$44K
ROPROPER TECHNOLOGIES INC COMMON STOCK
$40K
FICOFAIR ISAAC INC FORMERLY FAIR ISAAC & CO INC
$40K
VALEVALE S A SPONSORED ADR
$40K
IQVIQVIA HOLDINGS INC COMMON STOCK
$39K
COOCOOPER COMPANIES INC (THE) COMMON STOCK
$36K
ZTSZOETIS INC CL A
$35K
IESCIES HOLDINGS INC COM
$33K
AJGGALLAGHER ARTHUR J & CO
$32K
FCFSFIRSTCASH HOLDINGS INC COMMON STOCK
$31K
AWMSKYWORKS SOLUTIONS INC
$31K
ECLECOLAB INC
$31K
WNS HOLDINGS LIMITED ORDINARY SHARES
$29K
LITELUMENTUM HOLDINGS INC COM
$29K
DBCINVESCO DB COMMODITY INDEX TRACKING FD UNIT
$27K
MMSMAXIMUS INC
$26K
CROXCROCS INC
$25K
IEIINSIGHT ENTERPRISES INC
$25K
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