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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 9 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TT TRANE TECHNOLOGIES PLC Industrials 4,803.0 $1.9M 0.14% NEW $389.20 +17.6%
162 C PUT CITIGROUP INC Financial Services 16,000.0 $1.9M 0.14% NEW $116.69 +7.4%
163 NEW GOLD INC CDA 212,500.0 $1.9M 0.14% NEW $8.71
164 SOHO HOUSE & CO INC 205,983.0 $1.8M 0.14% NEW $8.96
165 SRG SERITAGE GROWTH PPTYS Real Estate 561,648.0 $1.8M 0.14% NEW $3.25 -17.5%
166 MGM PUT MGM RESORTS INTERNATIONAL Consumer Cyclical 50,000.0 $1.8M 0.14% NEW $36.49 +15.0%
167 IJR PUT ISHARES TR 15,000.0 $1.8M 0.14% NEW $120.18 +16.2%
168 DENNYS CORP 288,285.0 $1.8M 0.14% NEW $6.22
169 JPM PUT JPMORGAN CHASE & CO. Financial Services 5,500.0 $1.8M 0.14% NEW $322.22 -7.1%
170 SYY PUT SYSCO CORP Consumer Defensive 24,000.0 $1.8M 0.14% NEW $73.69 +2.1%
171 LIONSGATE STUDIOS CORP 192,895.0 $1.8M 0.14% NEW $9.13
172 ASPEN INSURANCE HOLDINGS LTD 46,936.0 $1.7M 0.13% NEW $37.10
173 DE DEERE & CO Industrials 3,693.0 $1.7M 0.13% NEW $465.57 +13.7%
174 AXON PUT AXON ENTERPRISE INC Industrials 3,000.0 $1.7M 0.13% NEW $567.93 -31.1%
175 XLF SELECT SECTOR SPDR TR 30,219.0 $1.7M 0.13% NEW $54.77 -6.1%
176 XLRE SELECT SECTOR SPDR TR 40,938.0 $1.7M 0.13% NEW $40.35 +10.6%
177 ARM PUT ARM HOLDINGS PLC Technology 15,000.0 $1.6M 0.13% NEW $109.31 +176.9%
178 LI LI AUTO INC Consumer Cyclical 96,335.0 $1.6M 0.12% NEW $16.93 -6.8%
179 MET METLIFE INC Financial Services 20,273.0 $1.6M 0.12% NEW $78.94 +5.4%
180 EWZ PUT ISHARES INC 50,000.0 $1.6M 0.12% NEW $31.77 +13.7%
Page 9 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%