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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 11 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SNPS PUT SYNOPSYS INC Technology 2,500.0 $1.1M 0.07% $446.07 -9.3%
202 UBER UBER TECHNOLOGIES INC Technology 15,428.0 $1.1M 0.07% +13K +578.1% $72.16 +3.5%
203 XLK SELECT SECTOR SPDR TR 5,837.0 $1.1M 0.07% -52K -89.9% $190.52 -2.6%
204 EEX EMERALD HOLDING INC Communication Services 217,600.0 $1.1M 0.07% NEW $5.04 +0.0%
205 TM PUT TOYOTA MOTOR CORP Consumer Cyclical 6,500.0 $1.1M 0.07% $168.42 +11.8%
206 MET METLIFE INC Financial Services 12,026.0 $1.0M 0.07% -24K -66.4% $84.61 +14.3%
207 MDT PUT MEDTRONIC PLC Healthcare 12,600.0 $986K 0.06% $78.23 +17.7%
208 WEN CALL WENDYS CO Consumer Cyclical 117,200.0 $972K 0.06% NEW $8.29 +1.8%
209 AXP PUT AMERICAN EXPRESS CO Financial Services 2,800.0 $947K 0.06% +200.0 +7.7% $338.25 +0.1%
210 XLF SELECT SECTOR SPDR TR 17,256.0 $925K 0.06% -96K -84.7% $53.61 +7.9%
211 DHI D R HORTON INC Consumer Cyclical 5,512.0 $898K 0.06% NEW $162.88 -10.6%
212 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 32,650.0 $893K 0.06% +800.0 +2.5% $27.35 +26.8%
213 LITHIUM AMERS CORP NEW 230,000.0 $886K 0.06% $3.85
214 BMO PUT BANK MONTREAL MEDIUM Financial Services 5,000.0 $884K 0.06% +2K +42.9% $176.70 +3.3%
215 ABBV ABBVIE INC Healthcare 3,509.0 $883K 0.06% -4K -55.4% $251.64 +2.9%
216 LITE PUT LUMENTUM HLDGS INC Technology 1,000.0 $858K 0.06% NEW $858.06 +1.8%
217 LNSR LENSAR INC Healthcare 144,359.0 $824K 0.05% $5.71 +43.4%
218 PFE PFIZER INC Healthcare 34,071.0 $820K 0.05% +16K +87.2% $24.08 +13.2%
219 CG CARLYLE GROUP INC Financial Services 19,195.0 $808K 0.05% NEW $42.11 +14.9%
220 MRNA MODERNA INC Healthcare 11,348.0 $795K 0.05% -13K -52.8% $70.03 -10.1%
Page 11 of 17  ·  338 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%