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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 15 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BBY BEST BUY INC Consumer Cyclical 2,537.0 $193K 0.01% NEW $75.88 +15.0%
282 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 25,000.0 $189K 0.01% NEW $7.56 -23.8%
283 SLAB SILICON LABORATORIES INC Technology 860.0 $188K 0.01% -6K -87.5% $218.56 +0.2%
284 XLY SELECT SECTOR SPDR TR 1,557.0 $183K 0.01% -16K -90.9% $117.28 -0.8%
285 ADSK AUTODESK INC Technology 879.0 $171K 0.01% +232.0 +35.9% $194.42 +26.9%
286 META PUT META PLATFORMS INC Communication Services 300.0 $169K 0.01% $563.29 -3.5%
287 ADI PUT ANALOG DEVICES INC Technology 400.0 $159K 0.01% $397.17 -5.2%
288 AXON AXON ENTERPRISE INC Industrials 280.0 $157K 0.01% -3K -92.5% $560.61 +10.6%
289 HAL HALLIBURTON CO Energy 4,500.0 $153K 0.01% +3K +228.7% $33.95 +2.1%
290 FCX FREEPORT MCMORAN INC Basic Materials 2,391.0 $150K 0.01% -7K -74.2% $62.89 +5.5%
291 EPD ENTERPRISE PRODS PARTNERS L Energy 3,805.0 $140K 0.01% $36.76 +5.1%
292 GIS PUT GENERAL MILLS INC Consumer Defensive 4,000.0 $139K 0.01% $34.80 +9.4%
293 TROW PUT PRICE T ROWE GROUP INC Financial Services 1,200.0 $136K 0.01% $113.69 -3.0%
294 ACI ALBERTSONS COMPANIES INC Consumer Defensive 10,000.0 $135K 0.01% $13.53 -9.8%
295 RMBS RAMBUS INC DEL Technology 1,015.0 $135K 0.01% NEW $132.74 -29.4%
296 CRWD CROWDSTRIKE HLDGS INC Technology 600.0 $114K 0.01% -1K -63.7% $47.70 +346.4%
297 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 5,000.0 $111K 0.01% $22.27 +2.6%
298 KBWB INVESCO EXCH TRADED FD TR II 1,121.0 $104K 0.01% -17K -93.7% $92.98 +6.4%
299 XLRE SELECT SECTOR SPDR TR 2,249.0 $99K 0.01% -8K -77.2% $44.03 +1.4%
300 USB US BANCORP Financial Services 1,559.0 $94K 0.01% -3K -68.3% $60.40 +7.3%
Page 15 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%