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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 6 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRM SALESFORCE INC Technology 61,465.0 $11.4M 0.16% -290K -82.5% $185.06 -4.7%
102 NDAQ NASDAQ INC Financial Services 131,434.0 $11.1M 0.15% +5K +3.9% $84.76 +6.7%
103 DDOG DATADOG INC Technology 93,982.0 $11.1M 0.15% +16K +20.4% $117.72 +85.2%
104 PRA PROASSURANCE CORP Financial Services 438,577.0 $10.8M 0.15% +175K +66.6% $24.72 -0.5%
105 FCX FREEPORT MCMORAN INC Basic Materials 185,000.0 $10.8M 0.15% +75K +68.2% $58.60 +6.3%
106 BHF BRIGHTHOUSE FINL INC Financial Services 180,877.0 $10.8M 0.15% +47K +35.5% $59.88 +4.7%
107 DB PUT DEUTSCHE BK AG Financial Services 375,000.0 $10.8M 0.15% $28.88 +13.9%
108 CAH CARDINAL HEALTH INC Healthcare 50,543.0 $10.7M 0.15% +50K +10000.0% $211.32 -5.1%
109 TPR TAPESTRY INC Consumer Cyclical 74,147.0 $10.4M 0.14% NEW $140.67 -3.5%
110 CDE COEUR MNG INC Basic Materials 555,000.0 $10.4M 0.14% +280K +101.8% $18.71 -4.7%
111 RGLD ROYAL GOLD INC Basic Materials 40,500.0 $10.3M 0.14% +18K +80.0% $253.70 -12.1%
112 FSM FORTUNA MNG CORP Basic Materials 1,023,380.0 $10.1M 0.14% +328K +47.2% $9.91 -4.9%
113 FFIV F5 INC Technology 34,990.0 $10.1M 0.14% -1K -4.0% $289.33 +32.6%
114 CWAN CLEARWATER ANALYTICS HLDGS I Technology 421,568.0 $10.0M 0.14% NEW $23.65 +3.0%
115 VLTO VERALTO CORP Industrials 110,409.0 $9.8M 0.13% +9K +8.7% $88.37 -2.5%
116 SNOW SNOWFLAKE INC Technology 63,131.0 $9.5M 0.13% +63K +10000.0% $150.34 +11.1%
117 XYL XYLEM INC Industrials 78,177.0 $9.3M 0.13% -2K -2.4% $119.28 -9.3%
118 LHX L3HARRIS TECHNOLOGIES INC Industrials 26,884.0 $9.3M 0.13% +2K +8.5% $345.15 -11.2%
119 WAT WATERS CORP Healthcare 31,009.0 $9.2M 0.13% NEW $296.87 +15.0%
120 CEG CONSTELLATION ENERGY CORP Utilities 33,436.0 $9.1M 0.12% +14K +69.6% $273.07 +4.7%
Page 6 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%