UEUnisphere Establishment
Institutional investor · Portfolio as of Q2 2026
Top Holdings56 positions
JPMorgan Chase & Co. | 4.8M | $1.6B | 13.4% | $160.80 | +106.10% | 11 qtrssince 2023-Q4 | Unchanged 0 |
Alphabet Inc. | 3.2M | $1.1B | 9.7% | $222.37 | +56.63% | 10 qtrssince 2024-Q1 | Increased 68 |
Thermo Fisher Scientific Inc | 2.1M | $1B | 8.8% | $520.37 | +25.29% | 11 qtrssince 2023-Q4 | Unchanged 0 |
BLACKROCK INC COM | 915,500 | $880.3M | 7.5% | $975.24 | +9.24% | 7 qtrssince 2024-Q4 | Increased 62 |
S&P Global Inc | 2.1M | $821.9M | 7.0% | $420.06 | -4.12% | 11 qtrssince 2023-Q4 | Increased 62 |
Microsoft Corp. | 2M | $736.5M | 6.3% | $397.75 | +31.39% | 11 qtrssince 2023-Q4 | Increased 67 |
HONEYWELL INTL INC COM | 2.1M | $459M | 3.9% | $223.23 | -7.45% | 1 qtr | New 87 |
HONEYWELL AEROSPACE INC COM | 2.1M | $458.7M | 3.9% | $221.08 | -30.34% | 1 qtr | New 87 |
NVIDIA Corp. | 2.2M | $442.2M | 3.8% | $157.59 | +46.25% | 10 qtrssince 2024-Q1 | Decreased 0 |
INTUIT | 1.5M | $387.6M | 3.3% | $610.16 | -50.20% | 11 qtrssince 2023-Q4 | Decreased 0 |
Amazon.com, Inc. | 1.5M | $354.1M | 3.0% | $198.48 | +28.00% | 11 qtrssince 2023-Q4 | Increased 74 |
PFIZER INC | 14.7M | $352.8M | 3.0% | $23.98 | +16.00% | 11 qtrssince 2023-Q4 | Unchanged 0 |
Visa Inc | 960,000 | $329.4M | 2.8% | $256.69 | +46.13% | 11 qtrssince 2023-Q4 | Decreased 0 |
Linde PLC | 562,500 | $291.9M | 2.5% | $418.21 | +15.18% | 11 qtrssince 2023-Q4 | Unchanged 0 |
Broadcom Inc | 641,600 | $242.4M | 2.1% | $194.67 | +85.00% | 9 qtrssince 2024-Q2 | Unchanged 0 |
The TJX Companies Inc. | 1.4M | $207.7M | 1.8% | $102.25 | +35.69% | 11 qtrssince 2023-Q4 | Decreased 0 |
REPUBLIC SVCS INC | 874,700 | $186.4M | 1.6% | $211.09 | +2.72% | 7 qtrssince 2024-Q4 | Increased 59 |
Analog Devices Inc. | 400,000 | $158.9M | 1.4% | $397.17 | +2.21% | 1 qtr | New 69 |
Danaher Corporation | 809,000 | $154.1M | 1.3% | $214.49 | +1.39% | 6 qtrssince 2025-Q1 | Increased 59 |
Gallagher Aj &Co | 639,700 | $146.9M | 1.3% | $274.00 | -14.58% | 11 qtrssince 2023-Q4 | Increased 48 |
Unisphere Establishment manages $11.7B across 56 positions as of Q2 2026. Top holdings: JPM (13.4%), GOOGL (9.7%), TMO (8.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 14 new positions, 8 exits, 12 increased. Top move: HON (NEW, conviction 87). Portfolio: $11.7B across 56 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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