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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 13 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 META META PLATFORMS INC CL A Communication Services 501.0 $331K 0.08% NEW $660.09 -8.5%
242 ADSK AUTODESK INC. Technology 1,100.0 $326K 0.07% NEW $296.01 -17.2%
243 COMMERZBANK AG 7,667.0 $325K 0.07% NEW $42.40
244 COF CAPITAL ONE FINL Financial Services 1,304.0 $316K 0.07% NEW $242.36 -24.5%
245 SPGI S&P GLOBAL INC. Financial Services 600.0 $314K 0.07% NEW $522.59 -20.9%
246 NVS NOVARTIS A G Healthcare 2,228.0 $307K 0.07% NEW $137.87 +9.3%
247 AMP AMERIPRISE FINANCIAL Financial Services 600.0 $294K 0.07% NEW $490.34 -4.0%
248 DUK DUKE ENERGY CORP. Utilities 2,500.0 $293K 0.07% NEW $117.21 +6.1%
249 ETN EATON CORP PLC Industrials 900.0 $287K 0.07% NEW $318.51 +17.9%
250 DVN DEVON ENERGY (NEW) Energy 7,730.0 $283K 0.07% NEW $36.63 +35.5%
251 WYNN WYNN RESORTS LTD Consumer Cyclical 2,313.0 $278K 0.06% NEW $120.33 -20.6%
252 EPD ENTERPRISE PRODUCTS PRTNRS Energy 8,600.0 $276K 0.06% NEW $32.06 +24.4%
253 APH AMPHENOL CORP Technology 2,000.0 $270K 0.06% NEW $135.14 -11.4%
254 JNJ JOHNSON & JOHNSON Healthcare 1,300.0 $269K 0.06% NEW $206.95 +11.0%
255 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,500.0 $268K 0.06% NEW $178.59 -5.0%
256 GFI GOLD FIELDS LTD Basic Materials 6,118.0 $267K 0.06% NEW $43.66 -9.8%
257 KMI KINDER MORGAN INC Energy 9,500.0 $261K 0.06% NEW $27.49 +24.9%
258 MU MICRON TECHNOLOGY Technology 900.0 $257K 0.06% NEW $285.41 +150.5%
259 KR KROGER CO. Consumer Defensive 4,100.0 $256K 0.06% NEW $62.48 +13.1%
260 PAA PLAINS ALL AMER PIPELINE LP Energy 14,162.0 $254K 0.06% NEW $17.96 +30.4%
Page 13 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%