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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 9 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IGV PUT ISHARES TR 22,500.0 $1.8M 0.14% NEW $80.05 +16.2%
162 XLU SELECT SECTOR SPDR TR 38,804.0 $1.8M 0.14% NEW $45.89 -1.6%
163 GDEN GOLDEN ENTMT INC Consumer Cyclical 66,280.0 $1.8M 0.14% +20K +43.2% $26.69 +7.0%
164 JNJ PUT JOHNSON & JOHNSON Healthcare 7,200.0 $1.8M 0.14% $244.44 -5.4%
165 JAZZ INVESTMENTS I LTD 1,750,000.0 $1.8M 0.14% $1.00
166 ABBV ABBVIE INC Healthcare 7,875.0 $1.7M 0.13% NEW $217.49 -1.0%
167 IJH ISHARES TR 25,330.0 $1.7M 0.13% +2K +7.0% $67.53 +10.1%
168 SYY PUT SYSCO CORP Consumer Defensive 24,000.0 $1.7M 0.13% $70.80 +6.2%
169 URA PUT GLOBAL X FDS 35,000.0 $1.7M 0.13% NEW $48.43 +3.6%
170 TT TRANE TECHNOLOGIES PLC Industrials 4,058.0 $1.7M 0.13% -745.0 -15.5% $416.74 +9.8%
171 CCJ PUT CAMECO CORP Energy 15,000.0 $1.6M 0.13% NEW $108.61 -1.1%
172 MELI MERCADOLIBRE INC Consumer Cyclical 936.0 $1.6M 0.13% +198.0 +26.8% $1729.02 -1.9%
173 JPM PUT JPMORGAN CHASE & CO Financial Services 5,500.0 $1.6M 0.13% $294.16 +1.7%
174 AXON AXON ENTERPRISE INC Industrials 3,734.0 $1.6M 0.12% +2K +154.7% $424.69 -7.9%
175 SRG SERITAGE GROWTH PPTYS Real Estate 561,648.0 $1.6M 0.12% $2.81 -4.6%
176 BILL BILL HOLDINGS INC Technology 40,000.0 $1.5M 0.12% NEW $38.30 -9.4%
177 LIBERTY MEDIA CORP DEL 17,900.0 $1.5M 0.12% NEW $85.02
178 BKNG BOOKING HOLDINGS INC Consumer Cyclical 357.0 $1.5M 0.12% +203.0 +131.8% $4210.32 -96.0%
179 F FORD MTR CO Consumer Cyclical 129,182.0 $1.5M 0.12% +103K +387.1% $11.54 +37.6%
180 FONR FONAR CORP Healthcare 79,200.0 $1.5M 0.11% NEW $18.56 +2.4%
Page 9 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%