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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.6B AUM 338 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 68 Added 104 Reduced 80 Exited
Page 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KBWB INVESCO EXCH TRADED FD TR II 1,121.0 $104K 0.01% -17K -93.7% $92.98 +5.9%
82 XLRE SELECT SECTOR SPDR TR 2,249.0 $99K 0.01% -8K -77.2% $44.03 +2.1%
83 USB US BANCORP Financial Services 1,559.0 $94K 0.01% -3K -68.3% $60.40 +6.5%
84 STLD STEEL DYNAMICS INC Basic Materials 339.0 $78K 0.01% -2K -86.1% $229.46 +9.8%
85 ITB ISHARES TR 673.0 $70K 0.01% -412.0 -38.0% $104.48 -7.1%
86 AIG AMERICAN INTL GROUP INC Financial Services 724.0 $54K 0.00% -5.0 -0.7% $74.53 +2.6%
87 XLI SELECT SECTOR SPDR TR 283.0 $52K 0.00% -2K -88.2% $185.23 -0.7%
88 JNJ JOHNSON & JOHNSON Healthcare 200.0 $51K 0.00% -322.0 -61.7% $253.97 +6.6%
89 AMRIZE LTD 939.0 $50K 0.00% -3K -76.3% $52.89
90 UBS UBS GROUP AG Financial Services 987.0 $49K 0.00% -73K -98.7% $49.48 +6.9%
91 RIOT RIOT PLATFORMS INC Financial Services 1,485.0 $41K 0.00% -40K -96.4% $27.38 -30.2%
92 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 2,241.0 $39K 0.00% -716.0 -24.2% $17.36 +9.5%
93 F FORD MTR CO Consumer Cyclical 2,769.0 $38K 0.00% -126K -97.9% $13.90 +0.0%
94 TROW PRICE T ROWE GROUP INC Financial Services 327.0 $37K 0.00% -521.0 -61.4% $113.69 -2.8%
95 BAC BANK OF AMER CORP Financial Services 577.0 $33K 0.00% -2K -77.3% $56.98 +11.7%
96 DE DEERE & CO Industrials 48.0 $30K 0.00% -111.0 -69.8% $634.33 -6.3%
97 TJX TJX COS INC NEW Consumer Cyclical 169.0 $26K 0.00% -29.0 -14.7% $151.50 -0.1%
98 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 49.0 $16K 0.00% -41.0 -45.6% $330.47 +0.1%
99 AIZ ASSURANT INC Financial Services 57.0 $15K 0.00% -393.0 -87.3% $268.53 +5.3%
100 XME SPDR SERIES TRUST 83.0 $9K 0.00% -146.0 -63.8% $106.93 +6.5%
Page 5 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.0%
Communication Services 17.7%
Healthcare 17.3%
Consumer Cyclical 9.7%
Industrials 5.3%
Consumer Defensive 4.3%
Technology 3.5%
Basic Materials 2.9%
Utilities 2.8%
Real Estate 2.4%