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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 13 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ESI ELEMENT SOLUTIONS INC Basic Materials 10,709.0 $511K 0.03% $47.75 -24.2%
242 TT TRANE TECHNOLOGIES PLC Industrials 1,036.0 $509K 0.03% -3K -74.5% $491.16 -7.3%
243 SYY SYSCO CORP Consumer Defensive 5,993.0 $501K 0.03% -8K -58.4% $83.58 -1.3%
244 XOP SPDR SERIES TRUST 3,098.0 $478K 0.03% +317.0 +11.4% $154.26 +20.8%
245 FDX PUT FEDEX CORP Industrials 1,500.0 $470K 0.03% NEW $313.13 +4.9%
246 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 82,759.0 $464K 0.03% NEW $5.61 +18.5%
247 LOW PUT LOWES COS INC Consumer Cyclical 2,000.0 $441K 0.03% $220.49 +0.1%
248 WFC WELLS FARGO & CO Financial Services 5,211.0 $431K 0.03% -3K -38.1% $82.64 +4.0%
249 IGV ISHARES TR 4,205.0 $381K 0.03% -4K -46.1% $90.60 +13.5%
250 TJX PUT TJX COS INC NEW Consumer Cyclical 2,500.0 $379K 0.02% $151.50 -4.6%
251 AVGO PUT BROADCOM INC Technology 1,000.0 $378K 0.02% +500.0 +100.0% $377.75 -4.0%
252 FEZ SPDR INDEX SHS FDS 5,480.0 $376K 0.02% NEW $68.68 +4.3%
253 AXTI PUT AXT INC Technology 5,000.0 $360K 0.02% NEW $72.08 +1.9%
254 INTEGRA RES CORP 159,842.0 $354K 0.02% $2.21
255 HAL PUT HALLIBURTON CO Energy 10,000.0 $340K 0.02% -50K -83.3% $33.95 +3.2%
256 PERFECT CORP 200,000.0 $332K 0.02% $1.66
257 AXTA AXALTA COATING SYS LTD Basic Materials 9,000.0 $308K 0.02% -9K -50.0% $34.22 +6.0%
258 TEM TEMPUS AI INC Healthcare 5,123.0 $297K 0.02% -4K -43.8% $57.93 +5.7%
259 JCI PUT JOHNSON CONTROLS INTERNATION Industrials 2,000.0 $292K 0.02% $146.11 -0.8%
260 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 5,000.0 $289K 0.02% +2K +100.0% $57.84 +10.9%
Page 13 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%