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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 1 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC. CL A Communication Services 32,110.0 $10.1M 2.32% NEW $313.00 +27.1%
2 JPM JPMORGAN CHASE & CO Financial Services 29,391.0 $9.5M 2.19% NEW $322.22 -7.2%
3 NVDA NVIDIA CORP Technology 37,370.0 $7.0M 1.61% NEW $186.50 +21.9%
4 AAPL APPLE INC. Technology 20,146.0 $5.5M 1.26% NEW $271.86 +9.6%
5 WFC WELLS FARGO & CO Financial Services 52,352.0 $4.9M 1.13% NEW $93.20 -21.0%
6 ORCL ORACLE SYSTEMS Technology 24,550.0 $4.8M 1.10% NEW $194.91 -3.5%
7 MSFT MICROSOFT CORP. Technology 9,750.0 $4.7M 1.09% NEW $483.62 -13.8%
8 SAMSUNG ELECTRONICS CO LTD 55,000.0 $4.6M 1.06% NEW $83.23
9 ASML HOLDING NV 3,668.0 $4.0M 0.92% NEW $1082.14
10 BAC BANK OF AMERICA Financial Services 69,925.0 $3.8M 0.89% NEW $55.00 -9.0%
11 GS GOLDMAN SACHS GROUP Financial Services 4,302.0 $3.8M 0.87% NEW $879.00 +8.6%
12 ASTRAZENECA PLC 20,300.0 $3.8M 0.87% NEW $185.48
13 ABBV ABBVIE INC. Healthcare 16,400.0 $3.7M 0.86% NEW $228.49 -8.4%
14 AVGO BROADCOM INC. Technology 10,700.0 $3.7M 0.85% NEW $346.10 +21.4%
15 MS MORGAN STANLEY Financial Services 19,500.0 $3.5M 0.80% NEW $177.53 +8.7%
16 ROCHE HOLDING AG-GENUSSCHEIN 8,108.0 $3.4M 0.78% NEW $414.26
17 QCOM QUALCOMM INC. Technology 18,900.0 $3.2M 0.75% NEW $171.05 +21.9%
18 LRCX LAM RESEARCH CORP Technology 18,300.0 $3.1M 0.72% NEW $171.18 +70.0%
19 SAP SAP AG - SPONSORED ADR Technology 12,700.0 $3.1M 0.71% NEW $242.91 -30.6%
20 MRK MERCK & CO. INC. Healthcare 28,388.0 $3.0M 0.69% NEW $105.26 +5.8%
Page 1 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%