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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 4 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR PALANTIR TECHNOLOGIES INC Technology 10,600.0 $1.9M 0.43% NEW $177.75 -25.3%
62 SANOFI 19,200.0 $1.9M 0.43% NEW $97.15
63 CNP CENTERPOINT ENERGY INC Utilities 48,200.0 $1.8M 0.43% NEW $38.34 +9.1%
64 RELX RELX PLC - SPON ADR Communication Services 45,700.0 $1.8M 0.43% NEW $40.42 -18.5%
65 WELL WELLTOWER INC. Real Estate 9,938.0 $1.8M 0.43% NEW $185.61 +15.0%
66 WESFARMERS LTD 33,900.0 $1.8M 0.42% NEW $54.07
67 URI UNITED RENTALS Industrials 2,258.0 $1.8M 0.42% NEW $809.32 +18.6%
68 FANG DIAMONDBACK ENERGY INC Energy 12,100.0 $1.8M 0.42% NEW $150.33 +33.0%
69 HALEON PLC 357,120.0 $1.8M 0.42% NEW $5.04
70 BNP PARIBAS 18,875.0 $1.8M 0.41% NEW $94.88
71 LEN LENNAR CORP. Consumer Cyclical 17,400.0 $1.8M 0.41% NEW $102.80 -19.3%
72 RECKITT BENCKISER GROUP PLC 22,000.0 $1.8M 0.41% NEW $80.73
73 EME EMCOR GROUP INC Industrials 2,900.0 $1.8M 0.41% NEW $611.79 +48.1%
74 RIO TINTO PLC 21,700.0 $1.7M 0.40% NEW $80.62
75 ORANGE 104,000.0 $1.7M 0.40% NEW $16.68
76 FDX FEDEX CORPORATION Industrials 6,000.0 $1.7M 0.40% NEW $288.86 +27.7%
77 HBAN HUNTINGTON BANCSHARES Financial Services 99,500.0 $1.7M 0.40% NEW $17.35 -11.0%
78 PEP PEPSICO INC. Consumer Defensive 12,011.0 $1.7M 0.40% NEW $143.52 +3.6%
79 GEA GROUP AG 25,300.0 $1.7M 0.40% NEW $67.88
80 ENGIE 65,000.0 $1.7M 0.40% NEW $26.32
Page 4 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%