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Portfolio (Quarterly) Guide ↗

PARADIGM ASSET MANAGEMENT CO LLC

· CIK 0001034549
13F Portfolio $433M AUM 503 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 503 New
Page 12 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FCX FRPT MCMORAN CPR Basic Materials 12,500.0 $635K 0.15% NEW $50.79 +17.3%
222 AXP AMER EXPRESS CO. Financial Services 1,600.0 $592K 0.14% NEW $369.95 -16.2%
223 BKNG BOOKING HOLDINGS INC. Consumer Cyclical 100.0 $536K 0.12% NEW $5355.33 -97.1%
224 ADI ANALOG DEVICES INC. Technology 1,919.0 $520K 0.12% NEW $271.20 +54.7%
225 COST COSTCO WHOLESALE Consumer Defensive 581.0 $501K 0.12% NEW $862.34 +26.8%
226 SPG SIMON PPTY GP Real Estate 2,635.0 $488K 0.11% NEW $185.11 +8.9%
227 APP APPLOVIN CORP. Cl A Technology 700.0 $472K 0.11% NEW $673.82 -29.2%
228 CMCSA COMCAST CORP-Cl A Communication Services 14,000.0 $418K 0.10% NEW $29.89 -17.0%
229 GEV GE VERNOVA INC. Utilities 596.0 $390K 0.09% NEW $653.57 +54.7%
230 YPF YPF S.A. Energy 10,692.0 $387K 0.09% NEW $36.16 +31.5%
231 ALB ALBEMARLE CORP Basic Materials 2,700.0 $382K 0.09% NEW $141.44 +20.1%
232 EQIX EQUINIX INC Real Estate 497.0 $381K 0.09% NEW $766.16 +37.6%
233 AMD ADVANCED MICRO DEV Technology 1,767.0 $378K 0.09% NEW $214.16 +95.9%
234 GD GENERAL DYNAMICS Industrials 1,106.0 $372K 0.09% NEW $336.66 +1.1%
235 PG PROCTOR & GAMBLE Consumer Defensive 2,593.0 $372K 0.09% NEW $143.31 -1.0%
236 AMGN AMGEN INC. Healthcare 1,100.0 $360K 0.08% NEW $327.31 +0.9%
237 PHM PULTE HOMES INC Consumer Cyclical 3,000.0 $352K 0.08% NEW $117.26 -5.6%
238 MDLZ MONDELEZ INTERNATIONAL CL A Consumer Defensive 6,366.0 $343K 0.08% NEW $53.83 +14.5%
239 JBL JABIL CIRCUIT INC. Technology 1,500.0 $342K 0.08% NEW $228.02 +45.9%
240 LMT LOCKHEED MARTIN Industrials 700.0 $339K 0.08% NEW $483.67 +8.4%
Page 12 of 26  ·  503 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 25.3%
Financial Services 19.9%
Industrials 11.3%
Healthcare 10.4%
Communication Services 7.9%
Consumer Cyclical 7.2%
Consumer Defensive 6.6%
Energy 4.6%
Utilities 2.7%
Basic Materials 2.2%