J.Safra Asset Management Corp

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, J.Safra Asset Management Corp maintained a portfolio of 687 distinct positions. The most significant new addition to the portfolio was APPLE INC, which now represents 0.72% of the total fund value. They heavily accumulated shares in INVESCO QQQ TR UNIT , increasing their position by 7.2%. Conversely, J.Safra Asset Management Corp completely exited their position in BJ S WHOLESALE CLUB .
PCA Score Concentration Risk
Risk ENB
Total Positions
687
Quarter
2025 Q4
Top Holding
QQQ (12.6%)
Top 10 Concentration
63.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 687
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
QQQ
INVESCO QQQ TR ...
ETF 12.60% 13.30% #1
Prev: #1
7.1 26,439 7.2%
P
S
391,141 $240,281,826 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
ETF 10.34% 11.28% #2
Prev: #2
6.4 710,643 107.8%
P
S
1,369,569 $197,176,915 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES RUSSELL...
ETF 9.53% 10.44% #3
Prev: #3
5.8 16,858 4.6%
P
S
383,813 $181,658,811 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLC
SELECT SECTOR S...
ETF 5.32% 5.99% #4
Prev: #4
4.1 29,090 3.5%
P
S
861,501 $101,415,955 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MAGS
LISTED FUNDS TR...
ETF 5.22% 5.78% #5
Prev: #5
4.1 42,741 2.9%
P
S
1,510,220 $99,614,127 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLF
SELECT SECTOR S...
ETF 5.13% 5.58% #6
Prev: #6
4.1 80,670 4.7%
P
S
1,786,529 $97,848,218 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAXJ
ISHARES MSCI AL...
ETF 4.12% 4.47% #7
Prev: #7
3.7 37,240 4.6%
P
S
844,489 $78,638,832 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
VANGUARD INTL E...
ETF 4.04% 4.39% #8
Prev: #8
3.6 34,717 3.4%
P
S
1,046,633 $76,990,350 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLE
SELECT SECTOR S...
ETF 3.65% 4.09% #9
Prev: #9
3.8 802,150 106.5%
P
S
1,555,677 $69,554,322 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLV
SELECT SECTOR S...
ETF 3.53% 3.51% #10
Prev: #10
3.4 20,439 4.9%
P
S
435,331 $67,389,167 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLI
SELECT SECTOR S...
ETF 2.67% 2.89% #11 1
Prev: #12
3.1 19,487 6.3%
P
S
327,617 $50,819,918 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
STATE STREET SP...
ETF 2.59% 2.60% #12 1
Prev: #13
3.1 8,175 12.7%
P
S
72,526 $49,456,842 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SDY
SPDR SERIES TRU...
ETF 2.58% 2.91% #13 2
Prev: #11
3.0 11,503 3.4%
P
S
353,863 $49,243,605 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KIE
SPDR SERIES TRU...
ETF 2.27% 2.51% #14
Prev: #14
2.9 23,190 3.3%
P
S
719,781 $43,294,856 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TR V...
ETF 2.06% 2.10% #15
Prev: #15
2.8 3,265 3.1%
P
S
109,174 $39,316,710 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PPH
VANECK ETF TR V...
ETF 1.65% 1.57% #16
Prev: #16
2.7 19,685 6.9%
P
S
305,472 $31,515,563 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR GO...
ETF 1.58% 1.07% #17 1
Prev: #18
2.8 26,341 53.0%
P
S
76,067 $30,146,113 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORP
Technology 1.25% 1.17% #18 1
Prev: #17
2.6 24,616 23.8%
P
S
128,056 $23,882,505 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.95% 0.68% #19 1
Prev: #20
2.6 15,569 71.7%
P
S
37,276 $18,027,412 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLB
SELECT SECTOR S...
ETF 0.88% 0.96% #20 1
Prev: #19
2.7 195,836 111.4%
P
S
371,685 $16,855,899 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CL...
Communication Services 0.75% 0.53% #21 3
Prev: #24
2.4 9,650 26.7%
P
S
45,733 $14,351,078 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 0.72% #22
Prev: #—
2.3 50,721 no change
NEW
50,721 $13,788,941 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EMB
ISHARES TRUST I...
ETF 0.62% 0.64% #23 2
Prev: #21
2.3 11,748 10.6%
P
S
123,043 $11,846,580 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON.COM INC
Consumer Cyclical 0.57% #24
Prev: #—
2.2 47,354 no change
NEW
47,354 $10,930,250 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 0.57% #25
Prev: #—
2.2 17,307 no change
NEW
17,307 $10,853,431 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BJ
BJ S WHOLESALE ...
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #105)
0.3 -6,401 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Z
ZILLOW GROUP IN...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #119)
0.3 -6,732 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UL
UNILEVER PLC SP...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #147)
0.3 -5,228 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CONY
TIDAL TRUST II ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #167)
0.3 -29,373 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGT
BRIGHTSTAR LOTT...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #172)
0.3 -10,304 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSTY
TIDAL TRUST II ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #175)
0.3 -12,206 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PPL
PPL CORP ...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #231)
0.3 -761 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RQI
COHEN & STEERS ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #233)
0.3 -2,026 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCN
PIMCO CORPORATE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #239)
0.3 -1,379 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSK
SPDR SERIES TRU...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #240)
0.3 -554 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPFF
GLOBAL X FDS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #241)
0.3 -1,963 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RCS
PIMCO STRATEGIC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #242)
0.3 -2,358 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PTY
PIMCO CORPORATE...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #244)
0.3 -1,156 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CALF
PACER FDS TR ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #247)
0.3 -366 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPW
MEDICAL PPTYS T...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #249)
0.3 -3,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFN
PIMCO INCOME ST...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #251)
0.3 -1,887 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOF
GUGGENHEIM STRA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #257)
0.3 -843 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MO
ALTRIA GROUP IN...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #258)
0.3 -190 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EXAS
EXACT SCIENCES ...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #262)
0.3 -196 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGR
CBRE GBL REAL E...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #263)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CII
BLACKROCK ENHAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #268)
0.3 -400 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGA
VOYA GLBL ADV &...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #271)
0.3 -848 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INDA
ISHARES TR MSCI...
ETF 0.00% 0.00%
Sold All 😨
(Was: #273)
0.3 -160 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRUS
MERUS N V COM
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #277)
0.3 -85 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETY
EATON VANCE TAX...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #278)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCD
LMP CAP & INCOM...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #281)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTW
WILLIS TOWERS W...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #284)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EOG
EOG RES INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #286)
0.3 -60 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCM
PCM FD INC ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #287)
0.3 -1,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SOFI
SOFI TECHNOLOGI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #295)
0.3 -220 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDI
PIMCO DYNAMIC I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #303)
0.3 -260 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFL
PIMCO INCOME ST...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #305)
0.3 -600 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DVN
DEVON ENERGY CO...
Energy 0.00% 0.00%
Sold All 😨
(Was: #311)
0.3 -140 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PFLD
ETF SER SOLUTIO...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #314)
0.3 -240 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #321)
0.3 -144 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VRT
VERTIV HOLDINGS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #333)
0.3 -25 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AIZ
ASSURANT INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #334)
0.3 -17 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RZLT
REZOLUTE INC CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #338)
0.3 -363 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ACLX
ARCELLX INC COM...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #342)
0.3 -40 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KMI
KINDER MORGAN I...
Energy 0.00% 0.00%
Sold All 😨
(Was: #346)
0.3 -113 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SBAC
SBA COMMUNICATI...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #348)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SF
STIFEL FINANCIA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #350)
0.3 -26 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MOH
MOLINA HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #355)
0.3 -15 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASGN
ASGN INCORPORAT...
Technology 0.00% 0.00%
Sold All 😨
(Was: #357)
0.3 -59 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RNA
AVIDITY BIOSCIE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #362)
0.3 -63 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNX
TD SYNNEX CORPO...
Technology 0.00% 0.00%
Sold All 😨
(Was: #368)
0.3 -16 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BKU
BANKUNITED INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #376)
0.3 -63 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLD
TOPBUILD CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #380)
0.3 -6 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PHR
PHREESIA INC CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #385)
0.3 -97 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DPZ
DOMINOS PIZZA I...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #391)
0.3 -5 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JANX
JANUX THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #396)
0.3 -86 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RYTM
RHYTHM PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #403)
0.3 -20 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RRX
REGAL REXNORD C...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #405)
0.3 -14 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRCT
PROCEPT BIOROBO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #407)
0.3 -56 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTFC
WINTRUST FINANC...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #409)
0.3 -15 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OUT
OUTFRONT MEDIA ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #410)
0.3 -107 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NOG
NORTHERN OIL & ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #414)
0.3 -77 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KFRC
KFORCE INC COMM...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #417)
0.3 -63 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #421)
0.3 -39 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SAIC
SCIENCE APPLICA...
Technology 0.00% 0.00%
Sold All 😨
(Was: #432)
0.3 -17 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NRIX
NURIX THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #441)
0.3 -158 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEO
AMERICAN EAGLE ...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #450)
0.3 -70 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CDTX
CIDARA THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #466)
0.3 -4 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INSP
INSPIRE MEDICAL...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #467)
0.3 -5 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MLTX
MOONLAKE IMMUNO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #468)
0.3 -51 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 687 holdings

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