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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 14 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SHW SHERWIN WILLIAMS CO Basic Materials 826.0 $284K 0.02% -176.0 -17.6% $344.32 +0.3%
262 MCD PUT MCDONALDS CORP Consumer Cyclical 1,000.0 $270K 0.02% $270.31 -1.2%
263 AZN ASTRAZENECA PLC Healthcare 1,407.0 $262K 0.02% -72.0 -4.9% $186.42 -14.1%
264 CB CHUBB LIMITED Financial Services 769.0 $262K 0.02% -1K -57.5% $340.74 +1.3%
265 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 900.0 $253K 0.02% $281.21 -17.3%
266 ADI ANALOG DEVICES INC Technology 635.0 $252K 0.02% -2K -78.9% $397.17 -5.2%
267 SCHW PUT SCHWAB CHARLES CORP Financial Services 2,600.0 $240K 0.01% $92.27 +21.0%
268 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $238K 0.01% $238.34 +8.9%
269 CCJ CAMECO CORP Energy 2,314.0 $236K 0.01% -89.0 -3.7% $101.86 -5.7%
270 CAG PUT CONAGRA BRANDS INC Consumer Defensive 17,500.0 $236K 0.01% $13.46 +15.3%
271 BHC BAUSCH HEALTH COS INC Healthcare 46,797.0 $231K 0.01% $4.93 +40.6%
272 F PUT FORD MTR CO Consumer Cyclical 15,700.0 $218K 0.01% -300K -95.0% $13.90 +0.2%
273 LITE LUMENTUM HLDGS INC Technology 254.0 $218K 0.01% NEW $858.06 +1.8%
274 AIZ PUT ASSURANT INC Financial Services 800.0 $215K 0.01% $268.53 +4.3%
275 TSLA TESLA INC Consumer Cyclical 509.0 $214K 0.01% +52.0 +11.4% $420.60 -19.9%
276 CAT PUT CATERPILLAR INC Industrials 200.0 $213K 0.01% -4K -95.5% $1064.90 -21.0%
277 KBH KB HOME Consumer Cyclical 3,231.0 $202K 0.01% -3K -44.9% $62.59 -13.8%
278 AIG PUT AMERICAN INTL GROUP INC Financial Services 2,700.0 $201K 0.01% $74.53 +2.1%
279 ITB PUT ISHARES TR 1,900.0 $199K 0.01% $104.48 -7.6%
280 ADSK PUT AUTODESK INC Technology 1,000.0 $194K 0.01% $194.42 +26.9%
Page 14 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%