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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 15 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 F FORD MTR CO Consumer Cyclical 26,519.0 $348K 0.03% NEW $13.12 +21.0%
282 BHC BAUSCH HEALTH COS INC Healthcare 46,797.0 $325K 0.03% NEW $6.95 -22.4%
283 XLI SELECT SECTOR SPDR TR 2,055.0 $319K 0.02% NEW $155.12 +12.4%
284 TASK TASKUS INC Technology 25,700.0 $303K 0.02% NEW $11.79 -47.3%
285 CAG PUT CONAGRA BRANDS INC Consumer Defensive 17,500.0 $303K 0.02% NEW $17.31 -23.0%
286 FITB FIFTH THIRD BANCORP Financial Services 6,380.0 $299K 0.02% NEW $46.81 +6.6%
287 TSN PUT TYSON FOODS INC Consumer Defensive 5,000.0 $293K 0.02% NEW $58.62 +12.6%
288 CORZ PUT CORE SCIENTIFIC INC NEW Technology 20,000.0 $291K 0.02% NEW $14.56 +86.8%
289 JNJ JOHNSON & JOHNSON Healthcare 1,386.0 $287K 0.02% NEW $206.95 +11.8%
290 TM TOYOTA MOTOR CORP Consumer Cyclical 1,300.0 $278K 0.02% NEW $214.06 -11.2%
291 ESI ELEMENT SOLUTIONS INC Basic Materials 10,709.0 $268K 0.02% NEW $24.99 +71.7%
292 SCHW PUT SCHWAB CHARLES CORP Financial Services 2,600.0 $260K 0.02% NEW $99.91 -14.3%
293 KBH KB HOME Consumer Cyclical 4,544.0 $256K 0.02% NEW $56.41 -11.9%
294 EXACT SCIENCES CORP 2,474.0 $251K 0.02% NEW $101.56
295 WMT PUT WALMART INC Consumer Defensive 2,000.0 $223K 0.02% NEW $111.41 +6.4%
296 INTU INTUIT Technology 325.0 $215K 0.02% NEW $662.42 -53.5%
297 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 800.0 $205K 0.02% NEW $256.03 -14.7%
298 MAR MARRIOTT INTL INC NEW Consumer Cyclical 658.0 $204K 0.02% NEW $310.24 +24.4%
299 UPS PUT UNITED PARCEL SERVICE INC Industrials 2,000.0 $198K 0.01% NEW $99.19 +5.4%
300 EMN EASTMAN CHEM CO Basic Materials 3,000.0 $191K 0.01% NEW $63.83 +18.9%
Page 15 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%