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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 16 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 STLD STEEL DYNAMICS INC Basic Materials 339.0 $78K 0.01% -2K -86.1% $229.46 +8.9%
302 AXTI AXT INC Technology 1,017.0 $73K 0.01% NEW $72.08 +14.2%
303 ITB ISHARES TR 673.0 $70K 0.01% -412.0 -38.0% $104.48 -7.6%
304 SCHW SCHWAB CHARLES CORP Financial Services 742.0 $68K 0.00% +112.0 +17.8% $92.27 +21.0%
305 HLT PUT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 200.0 $66K 0.00% $330.46 -0.8%
306 NEBIUS GROUP N.V. 214.0 $59K 0.00% NEW $276.17
307 AIG AMERICAN INTL GROUP INC Financial Services 724.0 $54K 0.00% -5.0 -0.7% $74.53 +2.1%
308 XLI SELECT SECTOR SPDR TR 283.0 $52K 0.00% -2K -88.2% $185.23 -0.9%
309 S SENTINELONE INC Technology 3,000.0 $51K 0.00% $16.97 +32.5%
310 JNJ JOHNSON & JOHNSON Healthcare 200.0 $51K 0.00% -322.0 -61.7% $253.97 +6.7%
311 AMRIZE LTD 939.0 $50K 0.00% -3K -76.3% $52.89
312 UBS UBS GROUP AG Financial Services 987.0 $49K 0.00% -73K -98.7% $49.48 +7.0%
313 ROST PUT ROSS STORES INC Consumer Cyclical 200.0 $43K 0.00% $212.85 +11.1%
314 RIOT RIOT PLATFORMS INC Financial Services 1,485.0 $41K 0.00% -40K -96.4% $27.38 -30.9%
315 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 2,241.0 $39K 0.00% -716.0 -24.2% $17.36 +9.3%
316 F FORD MTR CO Consumer Cyclical 2,769.0 $38K 0.00% -126K -97.9% $13.90 +0.2%
317 TROW PRICE T ROWE GROUP INC Financial Services 327.0 $37K 0.00% -521.0 -61.4% $113.69 -3.0%
318 QS QUANTUMSCAPE CORP Consumer Cyclical 4,565.0 $35K 0.00% NEW $7.56 -23.8%
319 BAC BANK OF AMER CORP Financial Services 577.0 $33K 0.00% -2K -77.3% $56.98 +12.7%
320 XLV PUT SELECT SECTOR SPDR TR 200.0 $32K 0.00% $158.66 +7.0%
Page 16 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%