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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 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PINS PINTEREST INC Communication Services 481,586.0 $8.8M 0.12% +70K +16.9% $18.31 +2.7%
82 SPG SIMON PPTY GROUP INC NEW Real Estate 45,976.0 $8.6M 0.12% +4K +8.6% $186.53 +9.4%
83 PRU PRUDENTIAL FINL INC Financial Services 87,165.0 $8.5M 0.12% +6K +7.8% $97.69 +5.7%
84 IAUX I-80 GOLD CORP Basic Materials 5,500,000.0 $8.3M 0.11% +2.2M +66.7% $1.51 -1.4%
85 COLLECTIVE MINING LTD 470,000.0 $8.2M 0.11% +220K +88.0% $17.50
86 BTG B2GOLD CORP Basic Materials 1,800,000.0 $8.2M 0.11% +650K +56.5% $4.53 +2.5%
87 EXK ENDEAVOUR SILVER CORP Basic Materials 866,000.0 $8.1M 0.11% +266K +44.3% $9.30 +0.3%
88 NTRS NORTHERN TR CORP Financial Services 56,620.0 $7.9M 0.11% +5K +9.7% $139.57 +19.7%
89 ROK ROCKWELL AUTOMATION INC Industrials 21,735.0 $7.8M 0.11% +20K +1241.7% $358.91 +21.5%
90 ADBE ADOBE INC Technology 31,729.0 $7.7M 0.11% +3K +10.7% $242.64 +0.6%
91 OR OR ROYALTIES INC. Basic Materials 200,000.0 $7.6M 0.10% +110K +122.2% $37.95 -6.3%
92 ITW ILLINOIS TOOL WKS INC Industrials 29,148.0 $7.6M 0.10% +2K +7.7% $260.29 -4.0%
93 GLW CORNING INC Technology 52,733.0 $7.2M 0.10% +52K +10000.0% $136.04 +41.1%
94 ODV OSISKO DEVELOPMENT CORP Basic Materials 2,200,000.0 $7.1M 0.10% +800K +57.1% $3.23 -15.5%
95 FAST FASTENAL CO Industrials 152,612.0 $7.1M 0.10% +14K +9.9% $46.40 -6.2%
96 HUBS HUBSPOT INC Technology 29,004.0 $7.1M 0.10% +10K +52.3% $243.36 -18.5%
97 SPGI S&P GLOBAL INC Financial Services 16,556.0 $7.0M 0.10% +2K +11.7% $425.34 -2.0%
98 DC DAKOTA GOLD CORP Basic Materials 1,400,000.0 $7.0M 0.10% +850K +154.6% $5.03 +6.8%
99 FTV FORTIVE CORP Technology 122,559.0 $6.8M 0.09% +10K +9.2% $55.28 +6.8%
100 T AT&T INC Communication Services 225,261.0 $6.5M 0.09% +39K +20.9% $28.97 -14.0%
Page 5 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%