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Asset Manager ← All Institutions

Saudi Central Bank

Q2 2025 · Filed 2025-08-14
Market Value
$2.4B
+128.1%
Holdings
562
+555
New Purchases
18
Added To
35
Closed
509
Reduced
0
Top 10 Concentration
61.7%
Turnover
93.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 6.73% 0.00% +6.73% $163M
XLK 4.44% 0.00% +4.44% $108M
XLF 3.71% 0.00% +3.71% $90M
XLP 3.22% 0.00% +3.22% $78M
NFLX 2.86% 0.00% +2.86% $69M
BSX 2.39% 0.00% +2.39% $58M
KO 2.09% 0.00% +2.09% $51M
MU 2.08% 0.00% +2.08% $50M
EPD 1.84% 0.00% +1.84% $45M
FI 1.79% 0.00% +1.79% $43M
DPZ 1.67% 0.00% +1.67% $40M
T 1.63% 0.00% +1.63% $40M
BABA 1.59% 0.00% +1.59% $39M
QCOM 1.48% 0.00% +1.48% $36M
IWD 1.42% 0.00% +1.42% $35M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLE 7.55% 19.19% -11.64% $183M
META 10.21% 18.25% -8.04% $248M
VTV 5.54% 12.66% -7.12% $134M
SMH 6.92% 14.01% -7.09% $168M
QQQ 6.00% 12.69% -6.69% $146M
SPY 5.36% 11.79% -6.42% $130M
XLU 5.21% 11.41% -6.20% $127M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 57 $1.2B 48.3%
Large Cap 469 $1.2B 48.7%
Mid Cap 36 $73M 3.0%

Portfolio Analytics

Avg Market Cap
$133.2B
Median Market Cap
$36.9B
Avg P/E
34.1
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
548
# ETFs / Funds
14

Top Holdings (562 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 META 10.21% 335,771 $248M $738.09 $247M +334,913 +39034.2%
2 XLE 7.55% 2,160,502 $183M $84.81 +2,160,502 NEW
3 SMH 6.92% 602,006 $168M $278.88 +602,006 NEW
4 PLTR 6.73% 1,198,634 $163M $136.32 $163M +1,197,806 +144662.6%
5 QQQ 6.00% 263,622 $146M $552.23 +263,622 NEW
6 VTV 5.54% 756,686 $134M $177.70 +756,686 NEW
7 SPY 5.36% 210,000 $130M $619.61 +210,000 NEW
8 XLU 5.21% 1,549,733 $127M $81.66 +1,549,733 NEW
9 XLK 4.44% 425,881 $108M $253.23 +425,881 NEW
10 XLF 3.71% 1,717,269 $90M $52.37 +1,717,269 NEW
11 XLP 3.22% 963,581 $78M $80.97 +963,581 NEW
12 NFLX 2.86% 51,821 $69M $1,339.13 $69M +51,653 +30745.8%
13 BSX 2.39% 539,423 $58M $107.41 $58M +538,843 +92904.0%
14 KO 2.09% 710,055 $51M $71.26 $50M +708,445 +44002.8%
15 MU 2.08% 409,006 $50M $123.25 $50M +408,568 +93280.4%
16 EPD 1.84% 1,438,187 $45M $31.01 +1,438,187 NEW
17 FI 1.79% 251,422 $43M $172.41 $43M +251,198 +112142.0%
18 DPZ 1.67% 89,733 $40M $450.60 $40M +89,719 +640850.0%
19 T 1.63% 1,369,782 $40M $28.94 -$40M +1,366,959 +48422.2%
20 BABA 1.59% 334,566 $39M $115.41 +334,566 NEW
21 QCOM 1.48% 226,265 $36M $159.26 $36M +225,828 +51676.9%
22 IWD 1.42% 178,016 $35M $194.23 +178,016 NEW
23 MCHI 1.36% 600,000 $33M $55.10 +600,000 NEW
24 AMT 1.36% 147,673 $33M $222.72 $33M +147,489 +80157.1%
25 CI 1.33% 97,358 $32M $330.58 $32M +97,249 +89219.3%
26 SLV 1.26% 932,000 $31M $32.81 +932,000 NEW
27 AMD 1.18% 201,310 $29M $141.90 $29M +200,671 +31403.9%
28 MCD 1.15% 95,294 $28M $292.17 $28M +95,012 +33692.2%
29 MRK 0.88% 268,432 $21M $79.97 $21M +267,437 +26878.1%
30 JNJ 0.85% 135,016 $21M $152.75 $20M +134,069 +14157.2%
31 EIX 0.73% 345,158 $18M $51.60 $18M +345,006 +226977.6%
32 CVS 0.67% 235,524 $16M $68.98 $16M +235,029 +47480.6%
33 DOCU 0.59% 184,373 $14M $77.89 $14M +184,294 +233283.5%
34 PFE 0.58% 581,049 $14M $24.24 -$42M +578,819 +25956.0%
35 ALB 0.52% 200,840 $13M $63.08 $13M +200,794 +436508.7%
36 AAXJ 0.49% 144,151 $12M $82.62 +144,151 NEW
37 SIL 0.40% 203,700 $10M $48.22 +203,700 NEW
38 GPN 0.37% 112,792 $9M $80.04 $9M +112,692 +112692.0%
39 PTON 0.15% 527,357 $4M $6.94 +527,357 NEW
40 NVDA 0.07% 10,038 $2M $157.99 $542K +402 +4.2%
41 MSFT 0.06% 2,905 $1M $497.41 $402K +126 +4.5%
42 KVUE 0.05% 60,789 $1M $20.93 -$17M +60,035 +7962.2%
43 AAPL 0.05% 6,180 $1M $205.17 -$46K +263 +4.4%
44 AMZN 0.04% 3,929 $862K $219.39 $153K +205 +5.5%
45 AVGO 0.02% 1,838 $507K $275.65 $213K +86 +4.9%
46 GOOGL 0.02% 2,400 $423K $176.23 $67K +101 +4.4%
47 TSLA 0.02% 1,191 $378K $317.66 $84K +54 +4.8%
48 GOOG 0.01% 2,035 $361K $177.39 $55K +75 +3.8%
49 JPM 0.01% 1,150 $333K $289.91 $62K +42 +3.8%
50 BRK-B 0.01% 551 $268K $485.77 -$11K +27 +5.2%
51 OGN 0.01% 26,739 $259K $9.68 +26,739 NEW
52 LLY 0.01% 331 $258K $779.53 -$5K +13 +4.1%
53 V 0.01% 709 $252K $355.05 $13K +29 +4.3%
54 BEN —% -$2M -113 -100.0% SOLD
55 RJF —% -$11K -77 -100.0% SOLD
56 BLDR —% -$6K -45 -100.0% SOLD
57 ECL —% -$25K -100 -100.0% SOLD
58 AIZ —% -$4K -20 -100.0% SOLD
59 AXP —% -$60K -222 -100.0% SOLD
60 FNF —% -$7K -102 -100.0% SOLD
61 CFG —% -$7M -173 -100.0% SOLD
62 WST —% -$6K -28 -100.0% SOLD
63 HWM —% -$20K -152 -100.0% SOLD
64 TWLO —% -$6K -57 -100.0% SOLD
65 HUBB —% -$7K -21 -100.0% SOLD
66 NEE —% -$57K -809 -100.0% SOLD
67 ICE —% -$39K -226 -100.0% SOLD
68 AIG —% -$21K -245 -100.0% SOLD
69 CVX —% -$112K -672 -100.0% SOLD
70 HAL —% -$9M -346 -100.0% SOLD
71 ATO —% -$9K -61 -100.0% SOLD
72 WSM —% -$8K -48 -100.0% SOLD
73 EXPD —% -$7K -55 -100.0% SOLD
74 DHR —% -$52K -256 -100.0% SOLD
75 PSX —% -$20K -163 -100.0% SOLD
76 EMN —% -$4K -46 -100.0% SOLD
77 XOM —% -$206K -1,729 -100.0% SOLD
78 ALLE —% -$4K -34 -100.0% SOLD
79 CMG —% -$27K -536 -100.0% SOLD
80 AFG —% -$4K -28 -100.0% SOLD
81 ED —% -$15K -136 -100.0% SOLD
82 GE —% -$85K -426 -100.0% SOLD
83 SNOW —% -$17K -117 -100.0% SOLD
84 AVY —% -$6K -32 -100.0% SOLD
85 HD —% -$143K -391 -100.0% SOLD
86 OTIS —% -$16K -157 -100.0% SOLD
87 BRO —% -$12K -96 -100.0% SOLD
88 MS —% -$55K -475 -100.0% SOLD
89 AFL —% -$23K -208 -100.0% SOLD
90 FDS —% -$7K -15 -100.0% SOLD
91 ABBV —% -$146K -695 -100.0% SOLD
92 ZTS —% -$29K -178 -100.0% SOLD
93 GS —% -$68K -124 -100.0% SOLD
94 DVN —% -$9M -246 -100.0% SOLD
95 BAX —% -$7M -201 -100.0% SOLD
96 ARES —% -$11K -74 -100.0% SOLD
97 AVTR —% -$4M -268 -100.0% SOLD
98 LYV —% -$8K -64 -100.0% SOLD
99 AMP —% -$18K -38 -100.0% SOLD
100 YUM —% -$17K -110 -100.0% SOLD

New Positions

SymbolValue% Port
XLE $183M 7.55%
SMH $168M 6.92%
QQQ $146M 6.00%
VTV $134M 5.54%
SPY $130M 5.36%
XLU $127M 5.21%
XLK $108M 4.44%
XLF $90M 3.71%
XLP $78M 3.22%
EPD $45M 1.84%
BABA $39M 1.59%
IWD $35M 1.42%
MCHI $33M 1.36%
SLV $31M 1.26%
AAXJ $12M 0.49%

Sold Out Positions

SymbolValue% Port
AME —%
ABT —%
YUM —%
AVB —%
BDX —%
EXR —%
EXPD —%
AMP —%
ACN —%
GLW —%
ACI —%
CB —%
DIS —%
CVX —%
ED —%
View SEC EDGAR Filings for Saudi Central Bank →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms