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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.3B AUM 349 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 101 Added 78 Reduced 107 Exited
Page 13 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TSLA PUT TESLA INC Consumer Cyclical 1,500.0 $558K 0.04% NEW $371.75 +18.5%
242 FCX FREEPORT MCMORAN INC Basic Materials 9,253.0 $544K 0.04% -3K -26.4% $58.78 +8.3%
243 CAH PUT CARDINAL HEALTH INC Healthcare 2,500.0 $528K 0.04% -2K -50.0% $211.31 -5.4%
244 ORACLE CORP 525,000.0 $525K 0.04% NEW $1.00
245 RIOT RIOT PLATFORMS INC Financial Services 41,578.0 $514K 0.04% +28K +206.7% $12.36 +118.0%
246 PFE PFIZER INC Healthcare 18,205.0 $511K 0.04% -16K -47.5% $28.08 -6.7%
247 XOP SPDR SERIES TRUST 2,781.0 $506K 0.04% -36K -92.8% $181.83 -10.2%
248 AXTA AXALTA COATING SYS LTD Basic Materials 18,000.0 $499K 0.04% NEW $27.70 +9.5%
249 FITB FIFTH THIRD BANCORP Financial Services 10,611.0 $493K 0.04% +4K +66.3% $46.46 +7.4%
250 KBH PUT KB HOME Consumer Cyclical 9,400.0 $486K 0.04% $51.75 -4.0%
251 ARES MANAGEMENT CORPORATION 475,000.0 $475K 0.04% -150K -24.0% $1.00
252 BMO PUT BANK MONTREAL MEDIUM Financial Services 3,500.0 $474K 0.04% NEW $135.34 +20.5%
253 LOW PUT LOWES COS INC Consumer Cyclical 2,000.0 $473K 0.04% $236.28 -8.2%
254 BX BLACKSTONE INC Financial Services 4,031.0 $464K 0.04% +4K +10000.0% $114.99 +2.6%
255 RKLB ROCKET LAB CORP Industrials 6,966.0 $447K 0.04% NEW $64.22 +133.9%
256 STLD STEEL DYNAMICS INC Basic Materials 2,437.0 $439K 0.03% -586.0 -19.4% $180.00 +43.5%
257 INTEGRA RES CORP 159,842.0 $431K 0.03% $2.70
258 TEM TEMPUS AI INC Healthcare 9,114.0 $412K 0.03% -9K -50.3% $45.22 +4.3%
259 XLRE SELECT SECTOR SPDR TR 9,848.0 $402K 0.03% -31K -75.9% $40.83 +9.3%
260 TJX PUT TJX COS INC NEW Consumer Cyclical 2,500.0 $399K 0.03% $159.70 -1.7%
Page 13 of 18  ·  349 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
Communication Services 26.8%
Healthcare 19.4%
Consumer Cyclical 13.2%
Financial Services 12.9%
Technology 10.9%
Consumer Defensive 4.6%
Utilities 4.3%
Industrials 3.9%
Basic Materials 2.2%
Real Estate 1.7%