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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 9 of 17  ·  338 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JNJ PUT JOHNSON & JOHNSON Healthcare 7,200.0 $1.8M 0.12% $253.97 +6.6%
162 ABT ABBOTT LABORATORIES Healthcare 20,002.0 $1.8M 0.12% -11K -35.0% $90.74 +24.3%
163 ABT PUT ABBOTT LABORATORIES Healthcare 20,000.0 $1.8M 0.12% -30K -60.0% $90.74 +24.3%
164 JPM PUT JPMORGAN CHASE & CO Financial Services 5,500.0 $1.8M 0.12% $327.33 +9.9%
165 SIRI SIRIUSXM HOLDINGS INC Communication Services 60,385.0 $1.8M 0.12% $29.54 -2.9%
166 MSFT MICROSOFT CORP Technology 4,614.0 $1.7M 0.11% NEW $373.02 +29.4%
167 STLA CALL STELLANTIS N.V Consumer Cyclical 300,000.0 $1.7M 0.11% NEW $5.68 -10.3%
168 GDX VANECK ETF TRUST 22,443.0 $1.7M 0.11% NEW $75.45 +18.8%
169 ALC PUT ALCON AG Healthcare 25,000.0 $1.7M 0.11% -50K -66.7% $67.44 +10.2%
170 ALC ALCON AG Healthcare 24,758.0 $1.7M 0.11% -19K -43.2% $67.44 +10.2%
171 XLI PUT SELECT SECTOR SPDR TR 8,800.0 $1.6M 0.10% $185.23 -0.7%
172 XLU SELECT SECTOR SPDR TR 35,704.0 $1.6M 0.10% -3K -8.0% $45.34 -2.1%
173 LIONSGATE STUDIOS CORP 102,895.0 $1.6M 0.10% -90K -46.7% $15.31
174 SLP SIMULATIONS PLUS INC Healthcare 84,800.0 $1.6M 0.10% NEW $18.31 +0.3%
175 CCJ PUT CAMECO CORP Energy 15,000.0 $1.5M 0.10% $101.86 -7.1%
176 XOMA XOMA ROYALTY CORPORATION Healthcare 34,853.0 $1.5M 0.10% NEW $42.50 -5.5%
177 SRG SERITAGE GROWTH PPTYS Real Estate 561,648.0 $1.5M 0.10% $2.63 -13.9%
178 BILL BILL HOLDINGS INC Technology 40,000.0 $1.4M 0.09% $36.16 +36.6%
179 STLA STELLANTIS N.V Consumer Cyclical 244,966.0 $1.4M 0.09% +100K +69.0% $5.68 -10.3%
180 PUT NEBIUS GROUP N.V. 5,000.0 $1.4M 0.09% NEW $276.17
Page 9 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%