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Portfolio (Quarterly) Guide ↗

PARADIGM ASSET MANAGEMENT CO LLC

· CIK 0001034549
13F Portfolio $426.5B AUM 424 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 1 Added 20 Reduced 82 Exited
Page 11 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ICE INTERCONTINENTALEXCH Financial Services 5,781.0 $909K 0.21% $157.28 -1.9%
202 CIE FINANCIERE RICHEMONT-REG 5,200.0 $897K 0.21% $172.42
203 LLY ELI LILLY & CO. Healthcare 950.0 $874K 0.20% $919.77 +9.5%
204 CTSH COGNIZANT TECH. Technology 14,000.0 $859K 0.20% $61.35 -23.2%
205 HD HOME DEPOT INC. Consumer Cyclical 2,590.0 $852K 0.20% $328.89 -9.5%
206 AXTA AXALTA COATING SYSTEMS LTD Basic Materials 30,700.0 $850K 0.20% $27.70 -0.3%
207 AMT AMERICAN TOWER CORP. Real Estate 4,900.0 $846K 0.20% $172.58 +2.7%
208 HALO HALOZYME THERAPEUTICS INC. Healthcare 12,900.0 $834K 0.20% $64.63 +3.9%
209 KBR KBR INC Industrials 22,500.0 $829K 0.19% $36.86 -18.4%
210 SYK STRYKER CORP. Healthcare 2,500.0 $821K 0.19% $328.59 -6.6%
211 ABT ABBOTT LABS Healthcare 7,900.0 $811K 0.19% $102.67 -14.4%
212 MA MASTERCARD INC. Financial Services 1,599.0 $799K 0.19% $499.66 -1.1%
213 CMC COMMERCIAL METAL CO Basic Materials 12,900.0 $792K 0.19% $61.43 +14.1%
214 FTV FORTIVE CORP Technology 14,000.0 $774K 0.18% $55.28 +6.2%
215 FCX FRPT MCMORAN CPR Basic Materials 12,500.0 $735K 0.17% $58.78 +7.2%
216 KKR KKR & CO. Financial Services 7,354.0 $680K 0.16% $92.50 +4.8%
217 SSNC SS&C TECHNOLOGIES HLDGS Technology 9,800.0 $662K 0.15% $67.57 -4.4%
218 ADI ANALOG DEVICES INC. Technology 1,919.0 $611K 0.14% $318.14 +31.6%
219 KMB KIMBERLY CLARK CORP. Consumer Defensive 6,300.0 $608K 0.14% $96.47 -0.6%
220 INTU INTUIT Technology 1,400.0 $605K 0.14% $432.38 -9.1%
Page 11 of 22  ·  424 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 23.6%
Financial Services 18.3%
Industrials 12.1%
Healthcare 10.2%
Communication Services 7.5%
Consumer Defensive 7.2%
Consumer Cyclical 6.9%
Energy 6.5%
Utilities 3.2%
Basic Materials 2.6%