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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 23 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AMRIZE LTD 75.0 $4K -41.0 -35.3% $47.35
442 NVO NOVO-NORDISK A S Healthcare 100.0 $3K NEW $32.12 +38.2%
443 EL LAUDER ESTEE COS INC Consumer Defensive 50.0 $3K -3K -98.5% $60.04 +31.4%
444 THCH TH INTERNATIONAL LIMITED Consumer Cyclical 1,427.0 $3K $2.00 -2.0%
445 TWLO TWILIO INC Communication Services 25.0 $3K $113.76 +66.4%
446 ONON ON HLDG AG Consumer Cyclical 80.0 $2K -434K -100.0% $28.69 +36.6%
447 PLUG PLUG PWR INC Industrials 821.0 $2K +600.0 +271.5% $2.09 +58.1%
448 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 23.0 $1K +15.0 +187.5% $61.09 +5.3%
449 SMURFIT WESTROCK PLC 36.0 $1K $34.14
450 KD KYNDRYL HLDGS INC Technology 40.0 $460.0 $11.50 +5.0%
451 RIG TRANSOCEAN LTD Energy 67.0 $384.0 $5.73 +28.1%
452 NGVT INGEVITY CORP Basic Materials 6.0 $370.0 $61.67 +5.7%
453 KHC KRAFT HEINZ CO Consumer Defensive 16.0 $317.0 NEW $19.81 +18.8%
454 WAB WABTEC Industrials 1.0 $221.0 $221.00 +17.3%
455 EMBC EMBECTA CORP Healthcare 12.0 $92.0 $7.67 -56.7%
Page 23 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%