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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 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GILD GILEAD SCIENCES INC Healthcare 37,915.0 $5.3M 0.07% +4K +12.2% $139.37 -6.4%
182 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 57,940.0 $5.3M 0.07% -4K -6.9% $91.11 +3.3%
183 AVB AVALONBAY CMNTYS INC Real Estate 32,072.0 $5.2M 0.07% +6K +22.2% $163.35 +12.7%
184 BEP BROOKFIELD RENEWABLE ENERGY Utilities 159,894.0 $5.2M 0.07% +106K +194.5% $32.61 +8.4%
185 ECL ECOLAB INC Basic Materials 19,596.0 $5.2M 0.07% +9K +88.6% $265.41 -5.7%
186 IHS IHS HOLDING LIMITED Communication Services 619,798.0 $5.1M 0.07% NEW $8.23 +1.0%
187 SEALED AIR CORP NEW 119,293.0 $5.0M 0.07% +40K +49.6% $42.05
188 ABT ABBOTT LABORATORIES Healthcare 47,257.0 $4.8M 0.07% +4K +9.1% $102.62 -14.5%
189 DLR DIGITAL RLTY TR INC Real Estate 26,403.0 $4.8M 0.07% +2K +8.7% $180.21 +7.8%
190 APOS APOLLO GLOBAL MGMT INC Financial Services 42,536.0 $4.7M 0.07% +3K +8.2% $111.42 -76.5%
191 CI THE CIGNA GROUP Healthcare 17,613.0 $4.7M 0.06% +1K +6.3% $266.75 +5.7%
192 UNH UNITEDHEALTH GROUP INC Healthcare 17,354.0 $4.7M 0.06% +2K +13.6% $270.59 +41.7%
193 LOGI LOGITECH INTL S A Technology 51,843.0 $4.7M 0.06% NEW $90.05 +17.5%
194 OTIS OTIS WORLDWIDE CORP Industrials 60,411.0 $4.7M 0.06% +7K +12.1% $77.07 -7.1%
195 DXCM DEXCOM INC Healthcare 74,030.0 $4.6M 0.06% -25K -25.0% $62.60 +14.8%
196 ADP AUTOMATIC DATA PROCESSING IN Industrials 22,762.0 $4.6M 0.06% +2K +10.8% $203.18 +8.3%
197 SEM SELECT MED HLDGS CORP Healthcare 282,497.0 $4.6M 0.06% NEW $16.29 +1.4%
198 NXPI NXP SEMICONDUCTORS N V Technology 23,012.0 $4.5M 0.06% +3K +12.9% $196.72 +52.2%
199 MCW MISTER CAR WASH INC Consumer Cyclical 648,400.0 $4.5M 0.06% NEW $6.97 +1.9%
200 BKR BAKER HUGHES COMPANY Energy 73,059.0 $4.5M 0.06% +7K +10.0% $61.05 +7.8%
Page 10 of 23  ·  455 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%