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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RKLB ROCKET LAB CORP Industrials 70.0 $7K -7K -99.0% $101.66 -22.1%
102 KLAC KLA CORP Technology 15.0 $5K -96.0 -86.5% $301.73 -35.4%
103 XLV SELECT SECTOR SPDR TR 28.0 $4K -31.0 -52.5% $158.64 +7.0%
104 ROST ROSS STORES INC Consumer Cyclical 13.0 $3K -1.0 -7.1% $212.85 +11.1%
Page 6 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%