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Portfolio (Quarterly) Guide ↗

Groupe la Francaise

· CIK 0002056088
13F Portfolio $7.3B AUM 536 positions Filed May 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 185 Added 127 Reduced 77 Exited
Page 10 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COPX GLOBAL X FDS 230.0 $15K +23.0 +11.1% $66.76 +24.4%
182 TSLA TESLA INC Consumer Cyclical 37.0 $12K +7.0 +23.3% $313.19 +33.2%
183 MO ALTRIA GROUP INC Consumer Defensive 70.0 $4K +20.0 +40.0% $57.11 +29.1%
184 PLUG PLUG PWR INC Industrials 821.0 $2K +600.0 +271.5% $2.09 +58.1%
185 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 23.0 $1K +15.0 +187.5% $61.09 +5.3%
Page 10 of 10  ·  185 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
Technology 34.0%
Financial Services 10.6%
Healthcare 10.2%
Communication Services 9.9%
Consumer Cyclical 9.6%
Industrials 9.1%
Basic Materials 9.1%
Consumer Defensive 4.0%
Utilities 2.0%
Real Estate 1.0%