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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 15 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 USB US BANCORP Financial Services 4,924.0 $256K 0.02% +2K +66.6% $52.01 +5.1%
282 QIAGEN NV 6,331.0 $253K 0.02% NEW $40.04
283 BHC BAUSCH HEALTH COS INC Healthcare 46,797.0 $253K 0.02% $5.40 +0.1%
284 SCHW PUT SCHWAB CHARLES CORP Financial Services 2,600.0 $244K 0.02% $93.98 -8.6%
285 GRND GRINDR INC Technology 20,000.0 $242K 0.02% NEW $12.09 +4.3%
286 ADSK PUT AUTODESK INC Technology 1,000.0 $239K 0.02% -6K -85.1% $239.40 -0.9%
287 CSX CSX CORP Industrials 5,747.0 $236K 0.02% -9K -60.5% $41.05 +14.7%
288 IONQ IONQ INC Technology 8,150.0 $235K 0.02% NEW $28.83 +126.6%
289 ALBEMARLE CORP 225,000.0 $225K 0.02% $1.00
290 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 900.0 $218K 0.02% -600.0 -40.0% $242.39 +5.7%
291 AMRIZE LTD 3,959.0 $216K 0.02% NEW $54.45
292 AMZN PUT AMAZON COM INC Consumer Cyclical 1,000.0 $208K 0.02% NEW $208.27 +30.3%
293 ARM ARM HOLDINGS PLC Technology 1,358.0 $205K 0.02% -3K -70.5% $151.28 +100.9%
294 AIG PUT AMERICAN INTL GROUP INC Financial Services 2,700.0 $203K 0.02% -43K -94.1% $75.25 +0.4%
295 MAR MARRIOTT INTL INC NEW Consumer Cyclical 605.0 $198K 0.01% -53.0 -8.1% $327.07 +17.9%
296 WMT PUT WALMART INC Consumer Defensive 1,500.0 $186K 0.01% -500.0 -25.0% $124.28 -4.5%
297 AIZ PUT ASSURANT INC Financial Services 800.0 $174K 0.01% NEW $217.81 +15.4%
298 ITB PUT ISHARES TR 1,900.0 $172K 0.01% -20K -91.3% $90.55 +2.9%
299 META PUT META PLATFORMS INC Communication Services 300.0 $172K 0.01% -3K -90.9% $572.13 +10.6%
300 ACI ALBERTSONS COS INC Consumer Defensive 10,000.0 $170K 0.01% $17.04 -5.3%
Page 15 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%