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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.3B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 356 New
Page 14 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CSX CSX CORP Industrials 14,565.0 $528K 0.04% NEW $36.25 +30.0%
262 STLD STEEL DYNAMICS INC Basic Materials 3,023.0 $512K 0.04% NEW $169.45 +52.4%
263 ARM ARM HOLDINGS PLC Technology 4,603.0 $503K 0.04% NEW $109.31 +176.9%
264 LOW PUT LOWES COS INC Consumer Cyclical 2,000.0 $482K 0.04% NEW $241.16 -10.0%
265 WFC WELLS FARGO CO NEW Financial Services 5,160.0 $481K 0.04% NEW $93.20 -18.4%
266 RF REGIONS FINANCIAL CORP NEW Financial Services 16,699.0 $453K 0.04% NEW $27.10 +3.7%
267 MDT MEDTRONIC PLC Healthcare 4,646.0 $446K 0.03% NEW $96.06 -20.9%
268 IP INTERNATIONAL PAPER CO Consumer Cyclical 11,302.0 $445K 0.03% NEW $39.39 -17.7%
269 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 11,300.0 $445K 0.03% NEW $39.39 -17.7%
270 ZION PUT ZIONS BANCORPORATION N A Financial Services 7,600.0 $445K 0.03% NEW $58.54 +6.5%
271 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 1,500.0 $444K 0.03% NEW $296.21 -13.8%
272 RIOT PUT RIOT PLATFORMS INC Financial Services 35,000.0 $443K 0.03% NEW $12.67 +112.6%
273 TRUECAR INC 178,528.0 $403K 0.03% NEW $2.26
274 PUT BIRKENSTOCK HOLDING PLC 9,500.0 $389K 0.03% NEW $40.90
275 KMX CARMAX INC Consumer Cyclical 10,001.0 $386K 0.03% NEW $38.64 +9.4%
276 KMX PUT CARMAX INC Consumer Cyclical 10,000.0 $386K 0.03% NEW $38.64 +9.4%
277 TJX PUT TJX COS INC NEW Consumer Cyclical 2,500.0 $384K 0.03% NEW $153.61 +2.2%
278 HPE PUT HEWLETT PACKARD ENTERPRISE C Technology 15,000.0 $360K 0.03% NEW $24.02 +54.9%
279 JCI PUT JOHNSON CTLS INTL PLC Industrials 3,000.0 $359K 0.03% NEW $119.75 +15.4%
280 EFA ISHARES TR 3,701.0 $355K 0.03% NEW $96.03 +9.1%
Page 14 of 18  ·  356 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 23.7%
Financial Services 15.4%
Consumer Cyclical 14.9%
Technology 12.6%
Healthcare 12.3%
Utilities 8.9%
Industrials 6.7%
Basic Materials 2.5%
Consumer Defensive 1.7%
Real Estate 0.8%