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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 12 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNPS SYNOPSYS INC Technology 1,781.0 $794K 0.05% -218.0 -10.9% $446.07 -9.3%
222 AQN ALGONQUIN POWER & UTILITIES Utilities 130,000.0 $762K 0.05% $5.86 -1.2%
223 DELL PUT DELL TECHNOLOGIES INC Technology 1,700.0 $733K 0.05% +700.0 +70.0% $431.46 +8.6%
224 MDT MEDTRONIC PLC Healthcare 9,082.0 $710K 0.05% +2K +34.8% $78.23 +17.7%
225 SOXX ISHARES TR 1,039.0 $666K 0.04% -8K -88.0% $640.76 -17.1%
226 RMBS PUT RAMBUS INC DEL Technology 5,000.0 $664K 0.04% NEW $132.74 -29.4%
227 AZO PUT AUTOZONE INC Consumer Cyclical 200.0 $639K 0.04% $3195.94 -3.8%
228 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 12,129.0 $639K 0.04% NEW $52.65 +24.1%
229 MOS MOSAIC CO Basic Materials 29,436.0 $624K 0.04% +7K +33.7% $21.19 -0.2%
230 SHW PUT SHERWIN WILLIAMS CO Basic Materials 1,800.0 $620K 0.04% $344.32 +0.3%
231 RGTI RIGETTI COMPUTING INC Technology 31,111.0 $601K 0.04% -16K -33.9% $19.32 -8.3%
232 CAH PUT CARDINAL HEALTH INC Healthcare 2,500.0 $594K 0.04% $237.56 -1.1%
233 KBH PUT KB HOME Consumer Cyclical 9,400.0 $588K 0.04% $62.59 -13.8%
234 TM TOYOTA MOTOR CORP Consumer Cyclical 3,455.0 $582K 0.04% +2K +107.0% $168.42 +11.8%
235 MSFT PUT MICROSOFT CORP Technology 1,500.0 $560K 0.04% NEW $373.02 +29.1%
236 RNW RENEW ENERGY GLOBAL PLC Utilities 89,390.0 $559K 0.04% -50K -35.9% $6.25 +9.1%
237 KHC PUT KRAFT HEINZ CO Consumer Defensive 23,000.0 $543K 0.04% NEW $23.62 +5.1%
238 WBD CALL WARNER BROS DISCOVERY INC Communication Services 20,000.0 $533K 0.03% NEW $26.66 +6.8%
239 GS GOLDMAN SACHS GROUP INC Financial Services 525.0 $531K 0.03% -514.0 -49.5% $1011.37 +2.9%
240 GM GENERAL MTRS CO Consumer Cyclical 6,734.0 $519K 0.03% -4K -36.9% $77.08 +8.6%
Page 12 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%